# Form 4029

URL: https://pdf.net/pdf-forms/tax-forms/form-4029
Category: Tax Forms
Attributes: Trusted by accountants, Official IRS form

IRS Form 4029 is used by eligible members of recognized religious groups to apply for exemption from Social Security and Medicare taxes.

With our fillable Form 4029, you can input your information easily online, then download the form to your device.

## Versions

- 2018 — [download PDF](https://cdn.sanity.io/files/i16te7yp/production/9baac0f535f75da284a7c031dd6beff2c646aa7a.pdf)

## How to Fill Out Form 4029

1. Open the editable Form 4029.
2. Enter your name and Social Security number.
3. Complete Part I with your personal information per Form 4029 instructions.
4. Enter your religious group and congregation details.
5. Sign and date the applicant certification.
6. Obtain the authorized religious representative's signature.

## Facts

### What Is Form 4029 Used For?

Form 4029 is used by members of recognized religious groups** **to apply for exemption from Social Security and Medicare taxes.** **The exemption may apply to individuals and certain partnerships when all partners have approved certification. Approval also includes an irrevocable waiver of Social Security and Medicare benefits during the exemption period.

### Who Should Use Form 4029?

You may use Form 4029 if you are a member of and follow the teachings of a recognized religious group that opposes insurance benefits, including Social Security and Medicare. The religious group must meet specific IRS requirements, including continuous existence since December 31st, 1950. This date aligns with the original Social Security Act provisions establishing this exemption; groups formed after this date do not qualify.

### When Is Form 4029 Due?

Form 4029 must be filed by the due date of your federal tax return (including extensions) for the first taxable year in which you have self-employment income and meet the religious group membership requirement. For most filers, that means April 15th of the year following your first year of qualifying self-employment income (or October 15 if you file an extension).

Once approved, the exemption is permanent, i.e. there is no annual refiling required. However, the exemption may be voided if the individual leaves the qualifying religious group or the group no longer meets IRS requirements.

### What Happens If Form 4029 Is Not Submitted?

If you do not submit Form 4029, you generally remain subject to Social Security and Medicare taxes** **on eligible wages and self-employment income. Employers must continue withholding and paying these taxes unless an approved exemption is in effect.

### How and Where Do I File the Form 4029?

Fill out Form 4029, obtain the required signatures, and send the original plus two copies to the Social Security Administration's Religious Exemption Unit in Boyers, Pennsylvania. The form must be signed by both the applicant and an authorized representative of the religious group, district, or congregation.