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• Using an outdated PDF version: Always use the latest IRS version – the link below points to the current 2023 revision.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)