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TSPLITDOLLAR LIFE INSURANCE AGREEMENT
(COLLATERAL ASSIGNMENT METHOD, INEQUITY)CU
MENTOR FINANCIAL PROFESSIONAL USE ONLY FOR PUBLIC DISTRIBUTION.
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What is split-dollar life insurance agreement?
A split-dollar life insurance agreement is a contractual arrangement between two parties to share the costs and benefits of a life insurance policy.
Who is required to file split-dollar life insurance agreement?
The employer is required to file the split-dollar life insurance agreement.
How to fill out split-dollar life insurance agreement?
The split-dollar life insurance agreement can be filled out by providing information about the policy, the parties involved, and the terms of the agreement.
What is the purpose of split-dollar life insurance agreement?
The purpose of a split-dollar life insurance agreement is to provide benefits to both parties involved in sharing the costs and benefits of a life insurance policy.
What information must be reported on split-dollar life insurance agreement?
The split-dollar life insurance agreement must include information about the policy, the parties involved, and the terms of the agreement.
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