You have arrived looking for DD Form 2867. Before you download, confirm this is the right document: Income Tax Adjustment Certificate. Full title: DD Form 2867, Income Tax Adjustment Certificate, June 2012.
Next, check the edition. You want not stated, currently carried as not stated by the publisher. Then confirm the form applies to you — this is a Department of Defense form, so you use it whether you serve in the Army, Navy, Air Force, Marine Corps, Space Force or Coast Guard under Defense jurisdiction.
After that, turn to timing. The requirement comes from not stated; the form is maintained by not stated. Local implementing instructions fill in the dates, so check with the office that will receive your copy.
Before you download, pick your approach — editable file or printed page. What follows covers the formats first, then the entries, then what you do afterward.
Start at the header. Complete your identification before anything else, then work through the main entries, then finish at the certification. Skipping around causes contradictions between the top of the form and the bottom.
Your first action is verification. Find the edition date on the form and match it against not stated. A mismatch means you are working from a superseded printing, and because DD forms change Department-wide rather than service by service, the office receiving it will notice.
Look up an unclear item on the form face before anywhere else, then in not stated. Should the two texts conflict, the directive is the one you follow.
Download the form
First, look at what you can download. The set covers PDF, the form runs 1 pages, and you will complete roughly 10 fields.
Choose pdf as your default. Next, click inside a box. A fillable pdf responds by outlining the field and letting you type; the text stays in the document when you save it. A printable pdf does not respond, which tells you to print the page and complete it by hand.
Go with the typed route whenever the choice is yours. Consider what happens after you submit: the copy gets scanned, forwarded and filed, and each pass costs handwriting some legibility. Block letters help if you are stuck with a pen.
Handle xfdl in two steps. First confirm you have IBM Lotus Forms Viewer or a compatible reader on your machine; ordinary pdf software will report the file as broken. Once the viewer is running, download and fill the form.
All of it downloads free. When you are ready to work, do this: save the file locally, then open it in a full pdf application. Browsers often ignore field properties, and you can lose everything you typed.
What the form asks for
- 1. Date. 4 digit year, 2 digit month, 2 digit day.
- 2. From:
- 3. Name (last, first, middle initial).
- 4. Returned dollar amount.
- Calendar year returned.
- Calendar year overpaid.
- 5. Preparer's signature.
- 6. To.
- Blank space.
- Press this Reset button to clear the data from all fields.
Submit the completed form through the channel not stated or your local guidance specifies. Save a copy for yourself before it leaves your hands, whether that means a scan, a photograph or a duplicate file.
When DD Form 2867 references another form, search on the series and number. Because DD numbers are common to every military department, the number by itself identifies exactly one document.
Watch out for one trap here. If your instructions cite a DA form as well, do not assume the numbers are connected. DA numbering belongs to the Army alone; DD numbering belongs to the Department and is administered by not stated or another Department office. The same number in each system means two unrelated forms, so read the prefix before you download.
Do not archive this file and reuse it in a year. Forms are reissued as directives are revised, as data requirements shift, and as statutory notice text is amended. Your protection is simple: download fresh each time and confirm the edition date.
Before you go, note what is not covered here. You have the blank form and instructions for completing it; you do not have legal guidance, and no statement on this page determines what any office will do with your submission. Direct those questions to not stated, to the personnel office that serves you, or to the office designated in not stated.
Questions and answers
- What is DD Form 2867?
- DD Form 2867, Income Tax Adjustment Certificate, June 2012
- Which edition is current?
- Not stated by the publisher
- Who is responsible for this form?
- Not stated
- In which formats can it be downloaded?