Form 712 2025

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Part I, entering the decedent's first and last name, social security number, and date of death. Ensure accuracy as this information is crucial for tax purposes.
3. Fill in the insurance company details including name, address, and policy type. This section helps identify the insurance provider associated with the policy.
4. Complete fields regarding the policy number, date issued, and owner’s name. If the decedent is not the owner, attach a copy of the application.
5. Proceed to list beneficiaries and provide details on premiums, face amounts, and any outstanding debts related to the policy. This information is essential for determining net proceeds.
6. In Part II, repeat similar steps for living insured details if applicable. Ensure all sections are filled accurately to avoid delays in processing.

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