If you receive pension payments through Wells Fargo, fill out their Federal and State Tax Withholding Form [Microsoft Word format].

If you receive pension payments through Principal Financial, please call them at 1-800-247-7011 and ask for their withholding form.

Your 1099 tax form will come directly from Wells Fargo or Principal. If you have questions about your pension withholdings or tax information, please contact Wells Fargo or Principal. Their contact information is listed on the Contact Information page.