OMB control number

Life Insurance Statement

OMB 1545-0022 ยท TREAS/IRS.

OMB 1545-0022

Form 712 is used to establish the value of life insurance policies for estate and gift tax purposes. The tax is based on the value of these policies. The form is completed by life insurance companies and Executors file Form 712 with Form 706, 706-NA, or 709 for insurance policy or premium amounts.

The latest form for Life Insurance Statement expires 2028-11-30 and is listed under ICR 202504-1545-011.

Latest Forms, Documents, and Supporting Material

Latest forms, documents, and information collections
DocumentType
Form 712 Life Insurance StatementForm and Instruction
Form 712 Form 712Form and Instruction
Supporting Statement-1545-0022.docxSupporting Statement A
Supporting Statement-1545-0022.docxSupporting Statement A
Form 712 Form and Instruction
Form 712 Form and Instruction

All Historical Document Collections

Historical document collections
ReferenceFilingReceivedConcludedAction
202504-1545-011 Extension without change of a currently approved collection 2025-08-27
202110-1545-006 Extension without change of a currently approved collection 2022-02-28 Approved with change
201808-1545-017 Extension without change of a currently approved collection 2018-12-21 Approved without change
201508-1545-016 Extension without change of a currently approved collection 2015-10-30 Approved without change
201207-1545-037 Extension without change of a currently approved collection 2012-08-27 Approved without change
200905-1545-016 Extension without change of a currently approved collection 2009-07-15 Approved without change
200605-1545-019 Extension without change of a currently approved collection 2006-05-19 Approved without change
200305-1545-025 Revision of a currently approved collection 2003-05-14 Approved without change
200005-1545-015 Revision of a currently approved collection 2000-05-16 Approved without change
199706-1545-007 Extension without change of a currently approved collection 1997-06-20 Approved without change
199406-1545-014 Revision of a currently approved collection 1994-06-30 Approved without change
199109-1545-013 Revision of a currently approved collection 1991-09-25 Approved without change
198812-1545-008 Revision of a currently approved collection 1988-12-27 Approved without change
198603-1545-012 Extension without change of a currently approved collection 1986-03-21 Approved without change
198309-1545-056 Revision of a currently approved collection 1983-09-28 Approved without change
198108-1545-044 Revision of a currently approved collection 1981-08-10 Approved without change
198104-1545-022 Revision of a currently approved collection 1981-04-01 Approved without change