Military Forms Guide

DD Form 2868 — Request for Withholding State Tax

Request for Withholding State Tax

DD Form 2868 occupies a particular place in Defense recordkeeping. Its title is Request for Withholding State Tax, and it exists to Request for Withholding State Tax. What the DD prefix records is an administrative judgment made long before your copy was printed: this transaction was determined to be common to the whole Department rather than peculiar to one service, and so the documentation of it was standardized at Department level.

The practical effect of Department-level issue is interoperability. not stated establishes the requirement across the Defense enterprise; not stated keeps the document current for all of it. No service maintains its own variant, which means a completed record travels between components — service to agency, agency to joint command — and arrives in a format the receiving office already knows how to read.

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a form, the replacement takes effect across every component simultaneously, so an older copy is not merely locally out of date — it is out of date in every office that might receive it.

The sequence printed on the form is the sequence in which a reviewer will read it, and the two should agree. Header data frames every entry below it; the substantive fields depend on that frame; the certification stands at the end because its whole function is to vouch for what came before. Entries made out of sequence commonly contradict entries made earlier.

Before the first entry, compare the date printed on the form face with not stated. This is not bureaucratic fussiness. Editions change field numbering, and a receiving office working from the current layout may look for information where your copy does not put it. On a Department form the exposure is wider than usual: your record may be reviewed by an office in another service entirely, one with no reason to remember what the previous edition looked like.

For an ambiguous field, read the form's own instruction, then not stated, which controls.

Download the form

What you can download: PDF. The form runs unknown pages and asks for approximately unknown entries. The plurality of formats is deliberate: Defense distribution has never been able to assume one operating environment across the whole force.

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.

Route the executed form as not stated or local guidance directs, and retain a duplicate first. Cross-component routing is ordinary for DD forms, which is precisely why a personal copy earns its keep: the receiving office may belong to an organization you have no standing to query about a missing document.

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.

Procedures that touch both Department and service processes will cite forms from both sequences, and the coincidence of numbers between them is exactly that — coincidence. An Army proponent maintains the DA series for the Army; not stated or another Department office maintains the DD series for the whole Department. Two independent registries, two independent numbering runs, no correspondence at any value.

A form is downstream of the policy that requires it, and revision usually starts there: a directive is reissued, a collection requirement is altered, notice language is updated by statute. The form is republished as a consequence. Since none of that reaches individual users, an archived copy quietly becomes wrong, and verifying not stated each time you download is the whole remedy.

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 2868?
Request for Withholding State Tax
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

Other forms in the series