Form 4029 PDF Details

The exemption is for individuals and partnerships (when all the partners have approved certification).

Caution: approval of Form 4029 exempts you from social security and Medicare taxes only. The exemption does not apply to federal income tax.

Not eligible: You are not eligible if you received social security benefits or payments, or if anyone else received them based on your wages or self-employment income.

Paid back benefits: you can file Form 4029 and be considered for approval if you paid back any benefits you received.

Who may apply: you may apply for this exemption if you are a member of, and follow the teachings of, a recognized religious group.

Where to send: send the original and two copies of Form 4029 to the Social Security Administration Security Records Branch.

QuestionAnswer
Form NameForm 4029
Form Length2 pages
Fillable?Yes
Fillable fields20
Avg. time to fill out4 min
EditionNovember 2018
Issuing agencyDepartment of the Treasury, Internal Revenue Service
Where to sendSocial Security Administration Security Records Branch
Who signsThe applicant and an authorized representative of the religious group
Matches the agency's fileYes, checked October 1, 2026
Other namesForm 4029, IRS Form 4029, IRS 4029, 4029, 4029 form, Application for Exemption From Social Security and Medicare Taxes and Waiver of Benefits
Official sourceForm 4029 (Rev November 2018), Department of the Treasury, Internal Revenue Service