712 Form (Rev 2025

Show details

4 out of 5

36 votes

The document is Form 712, a Life Insurance Statement required by the Internal Revenue Service (IRS) for reporting life insurance policies in relation to estate and gift tax returns. It includes sections for information about the decedent, the insurance policy, and details necessary for tax calculations. The form must be completed by an officer of the insurance company and filed with relevant IRS forms to ensure compliance with U.S. tax laws.

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

The fastest way to redact 712 Form (Rev online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Dochub is the best editor for changing your paperwork online. Adhere to this straightforward guideline edit 712 Form (Rev in PDF format online at no cost:

Register and log in. Register for a free account, set a strong password, and proceed with email verification to start working on your templates.
Upload a document. Click on New Document and choose the form importing option: upload 712 Form (Rev from your device, the cloud, or a protected URL.
Make changes to the sample. Utilize the top and left-side panel tools to redact 712 Form (Rev. Add and customize text, pictures, and fillable areas, whiteout unneeded details, highlight the important ones, and comment on your updates.
Get your documentation accomplished. Send the sample to other individuals via email, generate a link for faster file sharing, export the sample to the cloud, or save it on your device in the current version or with Audit Trail added.

Explore all the benefits of our editor today!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Who fills out the IRS form 712?

Form 712 is filed by executors with Form 706, 706-NA, or 709 for insurance policy or premium amounts.

What is the purpose of IRS Form 712?

The IRS Federal Form 712 reports the value of a life insurance policys proceeds after the insured dies for estate tax purposes. Because its typically the executor who manages the financial affairs of the deceased, its the executors responsibility to file the form - along with an estate tax return if needed.

What is form 712 interpolated terminal reserve?

Form 712 requires the insurance company to provide a calculation of the policys interpolated terminal reserve (ITR) value, and the insurance company is required to provide a copy of the Form 712 to the IRS.

Where can I get the 712 form?

Go to .irs.gov/Form712 for the latest information. (To be filed by the executor with Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return, or Form 706-NA, United States Estate (and Generation-Skipping Transfer) Tax Return, Estate of nonresident not a citizen of the United States.)

What is an interpolated terminal reserve?

A policy that is not fully paid up is typically valued at the lesser of either total premiums paid or the interpolated terminal reserve, an amount designated by the insurer to fulfill its obligations under the contract. It is similar to the cash surrender value and is available from the insurer.