Lock In Letters

At times, the Internal Revenue Service (IRS) may give an employer an order to withhold taxes at a minimum rate. Therefore, SPF API provides a mechanism to prevent employees from changing certain state or federal withholding forms.

Sample Request

In the sample request below, use the lockInLetters element to provide a single state abbreviation or a comma-separated list of states. For a Federal lock-in letter, use the value FEDERAL.

{
    "homeAddress": {
        "streetAddress1": "11 S Union St",
        "city": "Montgomery",
        "state": "AL",
        "zipCode": "36130"
    },
    "workAddresses": [
        {
            "streetAddress1": "64 N Union St",
            "city": "Montgomery",
            "state": "AL",
            "zipCode": "36130"
        }
    ],
    "lockInLetters": [ 
     "FEDERAL",
      "AL"
    ]
}

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Lock in Letters does not impact Canadian forms

The concept of Lock in Letters is only used within SPF United States and is not used within the Canadian implementation of SPF.

Demo

If you are an existing Symmetry client, log into our Client Support Center to view a demo of Lock In Letters in the API.