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STATE OF NEW YORK INSURANCE DEPARTMENT 25 BEAVER STREET NEW YORK, NEW YORK 10004 David A. Paterson Governor James J. Wynn SuperintendentCircular Letter No. 8 (2010) June 29, 2010, TO:All Authorized

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What is bonus recapture from death?

Bonus recapture from death is a tax provision that requires beneficiaries to repay any unused life insurance premiums borrowed from a policyholder's cash value after their death.

Who is required to file bonus recapture from death?

Beneficiaries who have received loans or advances from a policyholder's life insurance policy's cash value are required to file bonus recapture from death.

How to fill out bonus recapture from death?

To fill out bonus recapture from death, beneficiaries must complete Form 706-A and include all relevant information regarding the borrowed amounts and the policyholder's death.

What is the purpose of bonus recapture from death?

The purpose of bonus recapture from death is to ensure that borrowed funds from a life insurance policy's cash value are returned to the policyholder's estate after their death.

What information must be reported on bonus recapture from death?

Beneficiaries filing bonus recapture from death must report the borrowed amounts, the policyholder's death, and any applicable interest or penalties.

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