Irs form 712 pdf 2026

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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 certification by an insurance company officer. The form is used to provide details necessary for tax compliance regarding life insurance benefits at the time of death or transfer.

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Click ‘Get Form’ to open the IRS Form 712 PDF in our editor.
Begin by filling out Part I, which requires details about the decedent. Enter the decedent's first and last name, social security number, and date of death.
Next, provide information about the insurance policy. Fill in the name and address of the insurance company, type of policy, and policy number.
Continue by entering the value of the policy at the time of assignment and any relevant premium amounts. Ensure all beneficiary names are accurately listed.
In Part II, if applicable, complete details regarding living insured individuals. Include donor information and specifics about any gifts related to insurance policies.
Review all entries for accuracy before saving your completed form. Utilize our platform’s features to sign or share your document as needed.

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Versions	Form popularity	Fillable & printable
2006	4.8 Satisfied (56 Votes)
2000	4.2 Satisfied (31 Votes)
1994	4.2 Satisfied (65 Votes)

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irs form 712

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