What Is Form 712 With Life Insurance?

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   Jerry Vanderzanden, CLU, ChFC

   Co-Founder, Coastal Financial Partners Group, California

   This is an IRS form used to report life insurance policy values as of the date of death of the insured or policyowner or when a policy if transferred as a gift. It is used in connection with estate and gift return forms when they are filed with the IRS.

   Answered on May 1, 2013

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