- 1 -
|
Clear Form
Registration Report
Withholding on IRAs, Annuities, Compensation Plans, and Qualified Settlement Funds
• Required fields are in bold.
• We can’t issue a business identification number (BIN) if your registration is incomplete.
• You must fill in the date of first disbursement.
• Please type or print.
• Note: Use the Combined Employers Registration form if you need to establish a payroll account.
Business name Type of ownership (select one)
Pension and Annuity Qualified Settlement Fund
Date of disbursement (this box must be completed)
Withholding Month ________ Day ________ Year ________
Tax
One-time distribution?
Federal identification number (FEIN) Business phone
Ext. Yes No
Person at business authorized to discuss your account with us Phone Email
Ext.
Business mailing address FAX
City State ZIP code
Offsite payroll service, accountant, or bookkeeper
Contact person at the offsite payroll service, accountant, or bookkeeper Phone Email
Ext.
Mailing address for offsite payroll service (send: forms billings to this address?)
C/O
City State ZIP code
Bank reference / branch address
Identification of owners, partners, corporate officers, etc. (list additional owners on a separate sheet and attach to this form)
Social Security number* Phone Social Security number* Phone
Name Name
Home address Home address
City State ZIP code City State ZIP code
Responsible for: Filing tax returns Paying taxes Responsible for: Filing tax returns Paying taxes
Determining which creditors to pay first Determining which creditors to pay first
Authorization
I certify the above statements to be true and correct. I authorize the Department of Revenue to verify any of the above information with regard to this
business. I will notify the Department of Revenue if there is a change or cancellation of the above authorized representative.
Signature Date Signature Date
X X
Who must register: Forms to be filed:
Payors of any IRAs, annuities, compensation plan distributions, or Form OQ—Oregon Quarterly Combined Tax Report (fill out
a qualified settlement to an individual. column B only on the OQ)
Need more information? Call 503-945-8100. Form OR-WR—Oregon Annual Reconciliation Report
*As required by OAR 150-305-0010.
Fax to: 503-947-1528 or Mail to: Oregon Employment Department
875 Union St NE Room 107
150-211-054 (Rev. 12-19) Retain a copy for your records. Salem, OR 97311
|