Form 712 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with Part I, entering the decedent's first name, last name, and social security number. Ensure accuracy as this information is crucial for tax purposes.
3. Fill in the date of death and the insurance company's name and address. Specify the type of policy and include the policy number along with the date issued.
4. In section 12, provide the value of the policy at the time of assignment. Follow this by detailing any premiums paid and listing beneficiaries in sections 14 through 26.
5. Proceed to Part II for living insured details. Enter donor information, including names and dates relevant to gifts or policies held by others.
6. Complete all required fields, ensuring that you attach any necessary documents as indicated in the instructions.

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