New 2023 requirement of new form to avoid withholding

There’s a new IRS Form W-4R – which is for withholding on nonperiodic IRA distributions (which would include a terminating distribution to a charity) that must be filed otherwise the payer must withhold 10% from the charity's share. It appears it is no longer sufficient to merely check off a "Do Not Withhold" box on a company's IRA Distribution/New Account form, but that they will need an actual Form W-4R. Start automatically including one of these with each packet your charity sends in on an IRA claim.