POMS Reference

NL: Notices, Letters and Paragraphs

TN 2 (09-11)

VTW001 General Information About Voluntary Tax Withholding (VTW) (V01)

(Requested/Generated)

Caption: Your Benefits

You asked that we withhold money from  (1)  benefits for voluntary Federal tax withholding. You want  (2)   (3)   (4)   (5)   (6)   (7)   (8)   (9)   (10)   (11)   (12)   (13)   (14)   (15)   (16)   (17)   (18)   (19)  .

Fill-in values:

Fill-in (1) - Systems Generated

Choice 1: your

Choice 2: Beneficiary's Name possessive

Fill-in (2) - Requested As A One or Two Position Number

Choice 1: a number between 5 and 40 representing the percentage of withholding

Fill-in (3) - Requested As A One Position Alpha Character

Choice 1: (A) withheld

Choice 2: (B) null

Fill-in (4) - Requested As A One Position Alpha Character

Choice 1: (A) beginning

Choice 2: (B) for

Choice 3: (C) null

Fill-in (5) -Requested As A Date In Format Shown Below or As A One Position Alpha Character

Choice 1: Date MM/CCYY

Choice 2: (B) null

Fill-in (6) - Requested As A One Position Alpha Character

Choice 1: (A) and

Choice 2: (B) through

Choice 3: (C) null

Fill-in (7) - Requested As A Date In Format Shown Below or As A One Position Alpha Character

Choice 1: Date MM/CCYY

Choice 2: (B) null

Fill-in (8) - Requested As A One Position Alpha Character

Choice 1: (A) ,

Choice 2: (B) and

Choice 3: (C) null

Fill-in (9) - Requested As A One or Two Position Number

Choice 1: a number between 5 and 40 representing the percentage of withholding

Choice 2: (B) null

Fill-in (10) - Requested As A One Position Alpha Character

Choice 1: (A) withheld

Choice 2: (B) null

Fill-in (11) - Requested As A One Position Alpha Character

Choice 1: (A) beginning

Choice 2: (B) for

Choice 3: (C) null

Fill-in (12) - Requested As A Date In Format Shown Below or As A One Position Alpha Character

Choice 1: Date MM/CCYY

Choice 2: (B) null

Fill-in (13) - Requested As A One Position Alpha Character

Choice 1: (A) and

Choice 2: (B) through

Choice 3: (C) null

Fill-in (14) - Requested As A Date In Format Shown Below or As A One Position Alpha Character

Choice 1: Date MM/CCYY

Choice 2: (B) null

Fill-in (15) - Requested As A One Position Alpha Character

Choice 1: (A) and

Choice 2: (B) null

Fill-in (16) Requested As A One or Two Position Number

Choice 1: a number between 5 and 40 representing the percentage of withholding

Choice 2: (B) null

Fill-in (17) - Requested As A One Position Alpha Character

Choice 1: (A) withheld

Choice 2: (B) null

Fill-in (18) - Requested As A One Position Alpha Character

Choice 1: (A) beginning

Choice 2: (B) null

Fill-in (19) Requested As A Date In Format Shown Below or As A One Position Alpha Character

Choice 1: Date MM/CCYY

Choice 2: (B) null

VTW002 Voluntary Tax Withholding Implemented With CMA Payment (V02)

(Requested)

Caption: Your Benefits

We will withhold  (1)  from  (2)  benefit for  (3)  . Thereafter, we will withhold  (4)  each month.  (5)   (6)  .

Fill-in values:

Fill-in (1) - Systems Generated

Choice 1: Voluntary Tax Withheld

Fill-in (2) - Systems Generated

Choice 1: your

Choice 2: Beneficiary's Name possessive

Fill-in (3) - Systems Generated

Choice 1: MM/CCYY

Fill-in (4) - Systems Generated

Choice 1: Voluntary Tax to be Withheld

Fill-in (5) - Systems Generated

Choice 1: We will continue to withhold until

Choice 2 : null

Fill-in (6) - Systems Generated

Choice 1: MM/CCYY

Choice 2 : null

VTW003 Voluntary Tax Withholding Implemented With PMA Payment (V03)

(System Generated)

Caption: Your Benefits

We will withhold  (1)  from  (2)  next check. This check is the money  (3)  due through  (4)  .

Fill-in values:

Fill-in (1)

Choice 1: Money Fill-ins

Fill-in (2)

Choice 1: your

Choice 2: Beneficiary's Name possessive

Fill-in (3)

Choice 1: you are

Choice 2: he is

Choice 3: she is

Fill-in (4)

Choice 1: Date

VTW004 Beneficiary Requests We Stop Withholding for a Specific Period (V05)

(Requested)

Caption: Your Benefits

We will not withhold money for voluntary Federal tax withholding from  (1)  monthly Social Security benefits beginning  (2)  through  (3)  .

Fill-in values:

Fill-in (1) Systems Generated

Choice 1: Beneficiary's Name possessive

Choice 2: your

Fill-in (2) Requested As A Date In Format Shown Below

MM/CCYY

Fill-in (3) - Requested As A Date In Format Shown Below

MM/CCYY

VTW005 VTW Requested But Net Benefits Less Than Amount Calculated For VTW (V06)

(Requested)

Caption: Your Benefits

Since the amount due  (1)   (2)   (3)  is not enough for voluntary Federal tax withholding, we cannot honor your request.

Fill-in values:

Fill-in (1) - Systems Generated

Choice 1: you

Choice 2: Beneficiary's Name

Fill-in (2) - Requested as a one position choice letter

Choice 1: (A) through

Choice 2: (B) for

Choice 3: (C) from

Choice 4: (D) Null

Fill-in (3) - Requested As A Date In Format Shown Below

MM/CCYY

VTW006 Beneficiary Requests We Stop Voluntary Tax Withholding - No Future Request (V04)

(Requested/Generated)

Caption: Your Benefits

As you asked, we will stop voluntary Federal tax withholding from  (1)  monthly Social Security benefit beginning  (2)  .

Fill-in values:

Fill-in (1) - Systems Generated

Choice 1: you

Choice 2: Beneficiary's Name

Fill-in (2) Requested As A Date In Format Shown Below

MM//CCYY

VTW008 VTW Stopped - Beneficiary Suspended, Deferred or Terminated (V07)

Caption: Your Benefits

(Requested)

 Since  (1)  no longer receiving benefits, we cannot continue to honor your request for voluntary Federal tax withholding.  (2) 

Fill-in values:

Fill-in (1) - Systems Generated

Choice 1: you are

Choice 2: Beneficiary's Name is

Fill-in (2) - Systems Generated

Choice 1: When benefits are again payable, we will resume withholding the percentage you requested.

Choice 2: If you ever become entitled again, voluntary tax withholding will have to be requested again.

Choice 3: If he ever becomes entitled again, voluntary tax withholding will have to be requested again.

Choice 4: If she ever becomes entitled again, voluntary tax withholding will have to be requested again.

VTW009 Change in Benefit Amount Results in a Change in the Amount of VTW (V08)

Caption: Your Benefits

(Systems Generated or Requested)

We will continue to withhold money for voluntary Federal tax withholding as you requested.

VTW011 Administrative Error - Voluntary Tax Erroneously Withheld/Current And Prior Years (V13) (V09)

Caption: Your Benefits

(Requested)

Although  (1)  never asked us to withhold any money from  (2)  Social Security benefits for voluntary Federal tax withholding, we withheld  (3)  . We are refunding  (4)  to  (5)  for the current year. To receive the  (6)  we withheld for the previous year,  (7)  must contact the Internal Revenue Service. We are sorry if our error caused  (8)  any inconvenience.

Fill-in values:

Fill-in (1) - Systems Generated

Choice 1: you

Choice 2: Beneficiary Name

Fill-in (2) - Systems Generated

Choice 1: your

Choice 2: his

Choice 3: her

Fill-in (3) - Requested As A Money Amount In Format $$$$$.¢¢

Amount of VTW erroneously withheld

Fill-in (4) - Requested As A Money Amount In Format $$$$$.¢¢

Amount of VTW erroneously withheld for the current year

Fill-in (5) - Systems Generated

Choice 1: you

Choice 2: him

Choice 3: her

Fill-in (6) - Requested As A Money Amount In Format $$$$$.¢¢

Amount of VTW erroneously withheld for prior year

Fill-in (7) - Systems Generated

Choice 1: you

Choice 2: he

Choice 3: she

Fill-in (8) - Systems Generated

Choice 1: you

Choice 2: him

Choice 3: her

VTW012 Administrative Error - Voluntary Tax Erroneously Withheld/Prior Year Only (V12) (V09)

Caption: Your Benefits

(Requested)

Although  (1)  never asked us to withhold any money from  (2)  Social Security benefits for voluntary Federal tax withholding, we withheld  (3)  . To receive the money we withheld,  (4)  must contact the Internal Revenue Service. We are sorry if our error caused  (5)  any inconvenience.

Fill-in values:

Fill-in (1) - Systems Generated

Choice 1: you

Choice 2: Beneficiary Name

Fill-in (2) - Systems Generated

Choice 1: your

Choice 2: his

Choice 3: her

Fill-in (3) - Requested As A Money Amount In Format $$$$$.¢¢

Amount of VTW erroneously withheld in 1234.56 format

Fill-in (4) - Systems Generated

Choice 1: you

Choice 2: he

Choice 3: she

Fill-in (5) - Systems Generated

Choice 1: you

Choice 2: him

Choice 3: her

VTW021 Administrative Error - Voluntary Tax Erroneously Withheld/Current Year Only (V11) (V09)

Caption: Your Benefits

(Requested)

Although  (1)  never asked us to withhold any money from  (2)  Social Security benefits for voluntary Federal tax withholding, we withheld  (3)  . To receive the money we withheld,  (4)  must contact the Internal Revenue Service. We are sorry if our error caused  (5)  any inconvenience.

Fill-in values:

Fill-in (1) - Systems Generated

Choice 1: you

Choice 2: Beneficiary Name

Fill-in (2) - Systems Generated

Choice 1: your

Choice 2: his

Choice 3: her

Fill-in (3) - Requested As A Money Amount In Format $$$$$.¢¢

Amount of VTW erroneously withheld

Fill-in (4) - Systems Generated

Choice 1: you

Choice 2: he

Choice 3: she

Fill-in (5) - Systems Generated

Choice 1: you

Choice 2: him

Choice 3: her

VTW022 Administrative Error - Amount Withheld More Than Requested/Prior Year (V15)

(Requested)

Caption: Your Benefits

We withheld  (1)  too much from  (2)  Social Security benefit for voluntary Federal tax withholding. To receive the money we withheld,  (3)  must contact the Internal Revenue Service. We are sorry if our error caused  (4)  any inconvenience.

Fill-in values:

Fill-in (1) – Request As A Money Amount In Format Shown Below

Amount in excess of what should have been withheld in $$$$$.¢¢ format

Fill-in (2) - Systems Generated

Choice 1: your

Choice 2: Beneficiary Name possessive

Fill-in (3) - Systems Generated

Choice 1: you

Choice 2: he

Choice 3: she

Fill-in (4) - Systems Generated

Choice 1: you

Choice 2: him

Choice 3: her

VTW023 Administrative Error - Amount Withheld More Than Requested/Current And Prior Year (V16)

(Requested)

Caption: Your Benefits

We withheld  (1)  too much from  (2)  Social Security benefit for voluntary Federal tax withholding. To correct this error, we will begin withholding at the rate  (3)  requested. To receive the  (4)  we withheld for the previous year,  (5)  must contact the Internal Revenue Service. We are sorry if our error caused  (6)  any inconvenience.

Fill-in values:

Fill-in (1) – Request As A Money Amount In Format Shown Below

Amount in excess of what should have been withheld in $$$$$.¢¢ format

Fill-in (2) - Systems Generated

Choice 1: your

Choice 2: Beneficiary Name possessive

Fill-in (3) - Systems Generated

Choice 1: you

Choice 2: he

Choice 3: she

Fill-in (4) – Requested As A Money Amount In Format Shown Below

Amount in excess withheld for the prior year in $$$$$.¢¢ format

Fill-in (5) - Systems Generated

Choice 1: you

Choice 2: he

Choice 3: she

Fill-in (6) - Systems Generated

Choice 1: you

Choice 2: him

Choice 3: her

VTW024 Administrative Error - Amount Withheld More Than Requested/Current Year ( V14)

(Requested)

Caption: Your Benefits

We withheld  (1)  too much from  (2)  Social Security benefit for voluntary Federal tax withholding.  (3)  We are sorry if our error caused  (4)  any inconvenience.

Fill-in values:

Fill-in (1) – Requested As A Money Amount In Format Shown Below

Amount in excess of what should have been withheld in $$$$$.¢¢ format

Fill-in (2) - Systems Generated

Choice 1: your

Choice 2: Beneficiary Name possessive

Fill-in (3) – Requested As A One Position Alpha Character

Choice 1: (A) To correct this error, we will begin withholding at the rate he requested.

Choice 2: (B) To correct this error, we will begin withholding at the rate she requested.

Choice 3: (C) To correct this error, we will begin withholding at the rate

Choice 4: (D) We are refunding this amount to you.

Choice 5: (E) We are refunding this amount to her.

Choice 6: (F) We are refunding this amount to him.

Fill-in (4) - Systems Generated

Choice 1: you

Choice 2: him

Choice 3: her