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DD Form 2867 — Income Tax Adjustment Certificate

Income Tax Adjustment Certificate

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The scope here is Department-wide. DD Form 2867 — Income Tax Adjustment Certificate — exists to Income Tax Adjustment Certificate, and it applies across the services rather than inside one. That is what the DD prefix encodes: joint issue, single edition, every branch and defense agency working from identical paper.

Authority: not stated prescribes it, not stated maintains it. Those two names settle most disputes about why the form is being asked for. Local commands add timing on top; the requirement itself comes from above them.

Current edition is not stated, carried as not stated. Check that against any copy you already hold before doing anything else — Department-level revisions land everywhere simultaneously, so a stale file is stale across the whole Department.

Formats: PDF. Length unknown pages, approximately unknown entries. Pick on the basis of how you will complete it.

Fillable pdf is the default choice. Its boxes hold typed entries inside the document; the printable release is a static image of the same page with no interactive layer. Since DD forms routinely cross between services and agencies before they are filed, typed entries matter more here than on a form that stays inside one office.

Xfdl is a legacy Department format, IBM Lotus Forms, requiring the matching viewer. Its survival in DD distribution reflects how widely it was fielded across the Department, not any advantage over pdf today.

All formats are free. One operational note: save the file locally and open it in a desktop reader. Browser-embedded viewers drop field properties and lose typed data without warning.

Edition check comes first, ahead of any entry. Compare the printed date to not stated and replace anything older. Department-level supersession is simultaneous across the services, so a superseded blank is not merely out of date locally; the office receiving it is already working from the new field structure whichever branch it belongs to.

For anything ambiguous in a specific field, the form's own instructions come first and not stated controls where the two differ.

Send it as not stated or local guidance specifies. Save a copy. Cross-service and cross-agency routing is normal for Department forms, and a lost original outside your own organization is harder to chase down.

A number is a complete address in the DD series. Because the sequence is Department-level and not duplicated per service, there is nothing further to specify.

Do not read across from a service number. DA numbering is Army-specific under an Army proponent; DD numbering is Department-wide under not stated or an equivalent Department office. The sequences are unrelated, so identical digits in each identify two different documents. Read the prefix, not the digits.

Three drivers of revision: directive reissue, altered collection requirements, updated statutory notice text. No notification accompanies any of them, so download fresh and confirm not stated rather than reusing an archived file.

This page publishes a Defense document and explains its contents. It does not advise, does not rule on applicability, and determines nothing about how a completed form will be treated. Direct such questions to not stated, to the servicing personnel office, or to the office designated in not stated.

Questions and answers

What is DD Form 2867?
Income Tax Adjustment Certificate
Which edition is current?
Not stated by the publisher
Who is responsible for this form?
Not stated
In which formats can it be downloaded?
PDF

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