You need DD Form 2868, and this page gives you the blank plus the steps for handling it. Start with what the form does: Request for Withholding State Tax. Its official title is DD Form 2868, Request for Withholding State Tax, 20110106 draft.
Your second step is the edition, not stated, listed as not stated. Your third is scope. Because the number carries a DD prefix, you use the same blank as every other military department and defense agency; no service-specific version exists for you to hunt down.
Once you know the form fits, find out when you file it. not stated sets the requirement, and not stated maintains the form itself. Your own command or agency adds local timing on top of that, so ask your administrative office if the deadline matters to you.
Last in this stage, choose your method: complete it on screen, or print the blank form and fill it out in pen. The sections below take each route step by step.
Now fill it in. Work from the top of the page downward, and do not jump ahead — the identifying block comes first, the substance of your entry second, the certification last. Later boxes often depend on what you put at the top.
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 A mismatch means you are working from a superseded printing, and because DD forms change Department-wide rather than service by service, the office receiving it will notice.
Work through the fields one at a time and leave nothing blank. When a box does not apply to you, write N/A rather than skipping it, so the reviewer can see you read the question. Follow the date format printed beside each date field instead of the one you normally use.
Do not skip past the Privacy Act Statement. It is placed ahead of the personal data fields on purpose: it explains under what authority you are being asked, what happens to the information, and what follows if you decline. Take the minute it costs.
Finish with the certification. Print the form and sign in ink, or apply a digital signature with your CAC if the receiving office accepts one. Do not type your name in the signature box and consider it done; that is a name, not a signature. Date the block immediately after signing.
Then check your work against the usual failures: an obsolete edition, empty required boxes, handwriting nobody can read after scanning, wrong date format, missing signature or date.
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 2 pages, and you will complete roughly 13 fields.
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.
Whichever you pick, you pay nothing — every format here is a free download. One last tip: open your pdf in a desktop reader rather than in a browser tab, because browser viewers sometimes drop the interactive fields you need.
What the form asks for
- undefined
- 1. NAME (Last, First, Middle Initial)
- 2. SOCIAL SECURITY NUMBER
- 3. CURRENT RESIDENCE ADDRESS (Number and Street, City, State and ZIP Code)
- 5. DESIGNATED STATE
- 6. RETIREE'S SIGNATURE
- 7. DATE
- _Row_1
- [1]
- [2]
- [3]
- FOLD HERE
Now that it is complete, send it where not stated or your local procedure says it goes. Before you do, make yourself a copy — scan it or save the file elsewhere. It costs you nothing and saves you the whole exercise if the original goes missing.
If the form points you to another document, you can find it by number alone. DD numbering runs across the whole Department, so you do not need to work out which service issued it — one number, one form, everywhere.
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.
One thing this page does not do: tell you whether your submission will be accepted. We publish the document and explain how to complete it, and that is where our role ends. Nothing here is legal advice. Take questions about eligibility, applicability or procedure to not stated, to your servicing personnel office, or to the office named in not stated.
Questions and answers
- What is DD Form 2868?
- DD Form 2868, Request for Withholding State Tax, 20110106 draft
- Which edition is current?
- Not stated by the publisher
- Who is responsible for this form?
- Not stated
- In which formats can it be downloaded?