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01. Edit your 712 form online
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How to use or fill out form 712 with our platform
- Click ‘Get Form’ to open it in the editor.
- Begin by entering the decedent's information, including their last name, first name, middle initial, and social security number if known. This is crucial for identification.
- Fill in the date of death and provide details about the insurance policy such as the name and address of the insurance company, policy number, and type of policy.
- Complete sections regarding beneficiaries and premium amounts. Ensure you accurately report the face amount of the policy and any additional benefits.
- Review all entries for accuracy before finalizing. Utilize our platform’s features to save your progress or make edits as needed.
- Once completed, you can easily sign and distribute the form directly from our editor, ensuring a smooth submission process.
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