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The IRS recently released the 2025 versions of the W-4R and W-4P forms which are now available on our website. For newly initiated withdrawals or periodic payments that include withholding instructions outside of the default amount, the new versions of these forms will be required. The last day Pacific Life can accept the 2024 versions of these forms is January 18, 2025.

The IRS recently released the 2025 versions of the W-4R and W-4P forms which are now available on our website. For newly initiated withdrawals or periodic payments that include withholding instructions outside of the default amount, the new versions of these forms are required.

Forms

The forms listed below can be used for a variety of contract-related activities including, but not limited to, withdrawals, beneficiary changes, fund transfers and maintenance.

Contract Maintenance Download Form
 

Please review each form carefully. Some of the resulting transactions may generate a financial or tax impact on your contract. Please consult with your registered representative or tax advisor for assistance in determining the appropriateness of a proposed transaction.

Avoid highlighting forms submitted to Pacific Life. Forms are scanned into an imaging system at Pacific Life and highlighting can obscure written entries and instructions.

If you have questions regarding how to complete these forms, please contact our Customer Service Specialists at (800) 722-4448 and in New York at (800) 748-6907.