W4 - EMPLOYEE WITHHOLDING ALLOWANCE CERTIFICATE
Systems and Procedures
A Division of The Corporate Controller's Office
IN

W4 - Employee Withholding Allowance Certificate

Table of Contents:


Purpose:

This form authorizes the University to make the appropriate withholdings for Federal Income Tax.

General Information:

W-4 information is required to be updated in Workday:

you are eligible to claim exempt ONLY if:

The Withholding Calculator reflects the change in the income tax rates on individuals that began on July 1, 2001. It can help you figure your Federal Income tax withholding so your employer can withhold the correct amount from your pay. You may use the results of this program to help you complete a new Form W-4, which you will submit to your employer.

Visit WorkLion to access Workday and learn more.

Exhibit and Instructions:

There are no exhibits associated with this document.

Form Requirements:

No form may be used that substitutes for an approved official University form without prior review and approval by the steward of the form/central office, as facilitated by the Office of Systems and Procedures (designated representative of the Corporate Controller). See Policy FN17 - Required Use of Approved University Forms Appearing in the General University Reference Utility (GURU) for full details.

GURU PDF forms are designed for use with Adobe Acrobat Reader or Adobe Acrobat Pro. Each browser (Chrome, Firefox, Internet Explorer, etc) has a built-in PDF viewer making it the default PDF viewer without asking users. These built-in viewers do not necessarily support all features required for PDF Forms. Similarly, many calculations are not supported by other stand-alone PDF readers (for example, Nuance). If you experience problems downloading or opening documents, right click on the link on the Forms Locator Screen, select 'Save Link As' (or similar language) and save the file. The document can then be opened in either Adobe Acrobat Reader or Adobe Acrobat Pro from the saved location.

The latest version of Adobe Acrobat Reader is available for free. Contact your IT support staff person for downloading assistance, if/as needed. An Adobe Creative Cloud (CC) account is also available to all Penn State students, faculty, and staff members, at no cost. Sign up for an Adobe Creative Cloud account at adobe.psu.edu. If Adobe Acrobat Pro better suits your needs, contact your IT support staff person for purchasing and installation assistance.

If you encounter any difficulties, contact the GURU support staff by submitting a Technical Support Form request or by calling the tech support line at 814-863-8592.

Number of Copies and Ultimate Distribution:

See WorkLion for details.

Where to Send Completed Forms:

Forms are submitted electronically through Workday.

Contact Information:

For questions or additional detail contact HR Shared Services by telephone at 814-865-1473.

Cross References:


(03/16/2020)