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.
This IRS form is attached to the policyholder’s tax return. It applies to:
Follow these simple steps to fill out the form without downloading any software:
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.
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.
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.
Yes. Fill the form using Formize’s online PDF filler, save the completed PDF, and attach it when you e‑file your tax return.
A written, signed consent that meets IRS requirements – typically a separate consent form signed by each employee covered under the policy.
No. One Form 8925 covers all employer‑owned life insurance contracts owned by the policyholder for the tax year.
The most recent version is available from the IRS website. Use the download link provided on this page.
Form 8925 to jeden z formularzy podatkowych, które są dokumentami służącymi do zgłaszania informacji związanych z podatkami do właściwego organu podatkowego. Istnieją różne rodzaje formularzy podatkowych, w tym federalne, stanowe i lokalne formularze podatkowe, które mogą się różnić w zależności od sytuacji i lokalizacji podatnika.
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