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Current policy and underlying fund prospectuses can be obtained from 1- 800-340-2765 or visit www. aig. 90 interest rate the long-term AFR in effect for the month in which this report is written August 2016. AIG 2016. All rights reserved. AGLC108710-23 For Your Client s Name Here Presented By Your Name Here Important Information Illustrated policies issued by American General Life Insurance Company AGL except in New York where issued by The United States Life Insurance Company in the City of...
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How to fill out loan-based split dollar

01
Start by gathering all the necessary financial information, including the loan amount and interest rate.
02
Identify the lending institution and complete the loan application process.
03
Review the terms and conditions of the loan-based split dollar agreement.
04
Fill out the loan-based split dollar agreement with accurate and up-to-date information.
05
Ensure that both parties involved in the agreement sign the document.
06
Submit the completed loan-based split dollar agreement to the relevant authorities or institutions.

Who needs loan-based split dollar?

01
Individuals or businesses looking for a tax-efficient strategy for funding life insurance policies.
02
People who want to provide financial protection for their loved ones through life insurance.
03
Business owners seeking a way to enhance executive compensation as part of their employee benefits package.
04
Individuals or corporations aiming to leverage the cash value of life insurance for additional investment opportunities.
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Loan-based split dollar is a type of split dollar life insurance arrangement in which the policy is owned by one party and the premiums are paid by another party through a loan arrangement.
The parties involved in the loan-based split dollar arrangement are required to file the necessary documents.
Loan-based split dollar arrangements should be properly documented and reported to the IRS on Form 709.
The purpose of loan-based split dollar is to provide a tax-efficient way for one party to fund the premiums on a life insurance policy owned by another party.
The amount of the loan, the terms of the loan, the premiums paid, and the ownership of the policy must be reported on loan-based split dollar arrangements.
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