The beneficiary or his or her representative payee must complete and sign an Internal
Revenue Service (IRS) Form W-4V in order to start, stop or change VTW.
Send the beneficiary a Form W-4V at his or her request. If a Customer Service Representatives
(CSR) representative (TSR) or SPIKE mails out the form to a beneficiary, enclose a
courtesy return envelope addressed to the field office (FO) of jurisdiction.
Return all unsigned forms to the beneficiary or his or her representative payee for
NOTE: A W4-V is not required when a claimant requests VTW during the filing of an initial
Modernized Claims System (MCS) claim. Enter the VTW information on the MCS VTW screen.
The VTW request prints with the application that the beneficiary will review. The
claimant's review and attestation of the MCS claim, including the VTW request, satisfies
the IRS signed statement requirement. For VTW coding on the Voluntary Tax Withholding
(VTWH) screen, see MSOM MCS 009.012.