Every entry in the Defense records system exists because some decision needed a documented basis, and DD Form 2867 is one of those instruments: Income Tax Adjustment Certificate, created to Income Tax Adjustment Certificate. The reason it carries a DD number rather than a service designation is structural — the Department maintains a single body of forms for matters that arise identically in every service, so that a record created in one component remains intelligible in another.
This is why the arrangement matters to you rather than only to the archivists. not stated governs the form throughout the Department, with not stated as the responsible office, so the record you create is legible outside your own component. Joint assignments, agency details and cross-service transactions all depend on that: the paperwork does not have to be reconstructed each time it crosses a boundary.
Current edition: not stated, status not stated. Understand why that date is worth attention here. When the Department reissues a form, the replacement takes effect across every component simultaneously, so an older copy is not merely locally out of date — it is out of date in every office that might receive it.
Work down the page in the printed order, and understand why the order exists. The identifying block establishes whose record this is and under what circumstances it arises. The body of the form then answers questions that are only meaningful once that context is fixed. The signature block comes last because a certification signed before the entries are complete certifies nothing.
Verify the printed edition against not stated first. Field structure shifts between editions, and the office that receives your record is reading the current one. That office may sit outside your service, which removes even the informal accommodation you might expect from a colleague who used the old version last month.
Every field takes an entry, N/A included. The reason is evidentiary rather than clerical: a completed record is supposed to show what was asked and what was answered, and blank space records neither. On dates, follow the format printed beside the field. Conventions vary between components, and a joint document is read by people who do not share your habits.
Understand what the Privacy Act Statement is doing on the page. It exists because collecting personal data from an individual triggers a duty to explain the collection: under what authority, for what purpose, to whom the information may routinely go, and whether you are obliged to answer. That explanation precedes the fields for the obvious reason — afterwards it is merely a notice, beforehand it is a basis for deciding.
Signature is the point at which a completed form becomes a certification, and the requirement follows from that. On paper it means ink in the designated block; electronically it means a credentialed digital signature, ordinarily applied with a Common Access Card in software that supports it. A name typed into the signature field is data, not an act — it demonstrates nothing about who entered it. The date beside the signature fixes when the certification was made, which is why a signed but undated block is treated as incomplete.
The defects that return forms are the same ones year after year: a superseded edition, required fields left blank, handwriting that fails on reproduction, dates in a convention the form did not ask for, and certification without a signature or without a date. Where a specific field is genuinely unclear, the instructions printed on the form come first and not stated governs where the two do not agree.
Download the form
Formats available: PDF, across unknown pages and about unknown fields. That several formats coexist is a consequence of scale — the Department cannot standardize the software on every desk that needs this form, so it standardizes the document instead.
Fillable and printable are not two presentations of one file but two different objects. One holds your entries as structured data within the document; the other is a static picture meant to meet a pen. Since a DD form frequently moves outside the organization that created it, the durability of the entry matters more here than on a record that stays in one drawer. Typed text reproduces indefinitely; handwriting degrades at every copy.
The xfdl file is a survival from an earlier phase of Defense form automation. Xfdl is the IBM Lotus Forms format, and for a long period it was the Department's standard for electronic forms — fielded broadly enough that it still appears in distribution sets today. It opens in IBM Lotus Forms Viewer or a compatible client and nowhere else; a pdf reader will report it as damaged, which is not a fault in the file.
All of it downloads without charge. Where care is needed is in the reader you choose. A fillable pdf depends on field properties that desktop applications honour and browser previews frequently ignore, so work locally rather than inside a browser window.
Submission follows not stated and whatever local instruction supplements it. Make a copy before the original leaves. Department forms travel across organizational lines by design, and the administrative distance that makes them useful is the same distance that makes tracing a lost one difficult.
Forms referenced inside this one are located by number alone, and that simplicity is a direct product of Department-level numbering. Because the DD sequence is maintained centrally and not duplicated by service, a number is a complete address: one number, one document, throughout the Defense establishment.
It helps to see the DA and DD sequences as what they are: separate registries with separate custodians. One serves a single service under a service proponent, the other serves the Department under not stated or an equivalent office, and neither was ever indexed against the other. A number that appears in both systems points to two unrelated documents, which is why reading the prefix comes before reading the digits.
Editions change for reasons that originate above the form itself. The prescribing directive is reissued and the form follows; the information the Department needs to collect changes and the fields change with it; the statutory notice language is amended and every form carrying that notice is republished. None of these events announces itself to the person who downloaded a copy last year, which is why confirming not stated at the moment of download is the only reliable check available to you.
What you have here is the document and a description of it, which is a different thing from guidance. This page is not an organ of the Department, gives no legal or procedural advice, and makes no representation about the outcome of any filing; the offices that administer the requirement are the only ones positioned to answer that. Applicability, eligibility and procedural questions belong to not stated, to your 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?