Who must file Form 8925?

Any policyholder that owns employer‑owned life insurance contracts issued after August 17, 2006 must attach Form 8925 to their tax return for each year the contracts are in force.

Is there a penalty for not filing Form 8925?

There is no specific monetary penalty, but failure to report can lead to the IRS questioning the validity of employee consents and may result in tax adjustments or an audit.

Can I file Form 8925 electronically?

Yes. Fill the form using Formize’s online PDF filler, save the completed PDF, and attach it when you e‑file your tax return.

What is considered a valid employee consent?

A written, signed consent that meets IRS requirements – typically a separate consent form signed by each employee covered under the policy.

Do I need a separate Form 8925 for each insurance contract?

No. One Form 8925 covers all employer‑owned life insurance contracts owned by the policyholder for the tax year.

Where can I find the latest version of Form 8925?

The most recent version is available from the IRS website. Use the download link provided on this page.

Fillable IRS Form 8925 – Report Employer‑Owned Life Insurance Contracts

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Fillable IRS Form 8925 – Report Employer‑Owned Life Insurance Contracts

Form 8925, Report of Employer‑Owned Life Insurance Contracts, is required for any policyholder that owns one or more employer‑owned life insurance contracts issued after August 17, 2006. The form captures the number of employees covered, the total amount of insurance in force, and whether valid employee consents were obtained.

Using Formize’s cloud‑based PDF filler, you can complete the form directly in your browser – no Adobe Acrobat or other editor needed. Just click the “Fill out this form” button, wait for the Formize app to load, and start entering your data.

What Is Form 8925 and Who Needs It?

This IRS form is attached to the policyholder’s tax return. It applies to:

Businesses that own life‑insurance contracts on employees.
Contracts issued after August 17, 2006.
Any tax year where the contracts are still in force.

How to Complete Form 8925 Online with Formize

Follow these simple steps to fill out the form without downloading any software:

Click the “Fill out this form” button on this page.
Wait a few seconds for the Formize PDF Filler to load.
Enter the policyholder’s name, identifying number, and type of business.
Provide the total number of employees and the number covered by the insurance contracts.
Enter the total amount of insurance in force for the covered employees.
Answer the consent questions (Yes/No) and specify any employees without valid consent.
Review the completed form, then save, download, or submit it directly to the IRS portal.

Common Mistakes to Avoid When Filing Form 8925

Missing consent information: The IRS checks that each employee has a valid written consent. Incomplete answers can trigger an audit.
Incorrect employee counts: Double‑check the total employees versus those covered; mismatches cause delays.
Using an outdated PDF version: Always use the latest IRS version – the link below points to the current 2023 revision.
Failing to attach the form: Form 8925 must be attached to the policyholder’s income tax return (Form 1040, 1120, etc.).

Download the Official Fillable PDF

If you prefer to work offline, you can download the official IRS PDF directly. The file is fully fillable and compatible with Formize’s online editor.

Download IRS Form 8925 (PDF)

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FAQ

Who must file Form 8925?
Any policyholder that owns employer‑owned life insurance contracts issued after August 17, 2006 must attach Form 8925 to their tax return for each year the contracts are in force.
Is there a penalty for not filing Form 8925?
There is no specific monetary penalty, but failure to report can lead to the IRS questioning the validity of employee consents and may result in tax adjustments or an audit.
Can I file Form 8925 electronically?
Yes. Fill the form using Formize’s online PDF filler, save the completed PDF, and attach it when you e‑file your tax return.
What is considered a valid employee consent?
A written, signed consent that meets IRS requirements – typically a separate consent form signed by each employee covered under the policy.
Do I need a separate Form 8925 for each insurance contract?
No. One Form 8925 covers all employer‑owned life insurance contracts owned by the policyholder for the tax year.
Where can I find the latest version of Form 8925?
The most recent version is available from the IRS website. Use the download link provided on this page.

HOW TO

How to fill out Form 8925 for free, online in 5 easy steps:

1
Open the Fillable Form
Click the “Fill out this form” button on the page. The Formize PDF Filler will open in a new tab.
2
Enter Policyholder Information
Type the name, identifying number, and business type exactly as they appear on the tax return.
3
Provide Employee & Insurance Details
Enter total employees, number covered, and total amount of insurance in force for the covered employees.
4
Answer Consent Questions
Select “Yes” or “No” for each consent question and specify any employees lacking valid consent.
5
Review, Save, and Submit
Double‑check all entries, then save the completed PDF or download it to attach to your tax return.

ABOUT

Tax forms

Form 8925 is one of Tax forms that are documents used to report income, deductions, and tax liability to the relevant tax authority. These forms are an essential part of the tax filing process and are used to ensure individuals and businesses comply with tax laws and accurately calculate their tax obligations.

The specific tax forms required can vary depending on factors such as an individual's filing status, sources of income, and the country's tax laws. However, here are some common types of tax forms:

Individual Income Tax Forms: These forms, such as the 1040 series in the United States, are used by individuals to report their income, claim deductions and credits, and calculate their tax liability.

Business Tax Forms: Businesses, including sole proprietorships, partnerships, corporations, and self-employed individuals, may have to file various forms to report their income, expenses, and taxes owed. Examples include Schedule C (Profit or Loss from Business) and Form 1120 (U.S. Corporation Income Tax Return).

Employment Tax Forms: Employers are required to report employee wages and withhold and remit payroll taxes. Forms such as W-2 (Wage and Tax Statement) and 941 (Employer's Quarterly Federal Tax Return) are used for this purpose.

Investment and Retirement Account Forms: These forms are used to report investment income, capital gains, and losses, as well as contributions and distributions from retirement accounts. Examples include Form 1099-DIV (Dividends and Distributions) and Form 5498 (IRA Contribution Information).

Estate and Gift Tax Forms: When a person passes away or makes significant gifts, specific forms such as Form 706 (United States Estate (and Generation-Skipping Transfer) Tax Return) and Form 709 (United States Gift (and Generation-Skipping Transfer) Tax Return) are used to report and calculate any applicable estate or gift taxes.

It is important to note that tax laws and forms can change over time, so individuals and businesses should consult the relevant tax authority or seek professional tax advice to ensure compliance with the current requirements.

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