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Parent/Carer Information Booklet 2013/14 Lady bridge Primary School Bradford Road Dean Bolton BL3 4NB Tel: 01204 333646 Fax: 01204 333647 Email: office lady bridge. Bolton.sch.UK Contents Page School
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PTFA Events-Life is a form that must be filed by certain entities to report events that affect the tax basis of life insurance policies.
Insurance companies, policyholders, and beneficiaries who are involved in events that impact the tax basis of life insurance policies are required to file PTFA Events-Life.
PTFA Events-Life can be filled out electronically through the IRS website or by mailing a completed paper form to the IRS.
The purpose of PTFA Events-Life is to report any events that change the tax basis of life insurance policies, ensuring accurate tax reporting.
Information such as policy numbers, names of policyholders, beneficiaries, and details of events affecting the tax basis of life insurance policies must be reported on PTFA Events-Life.
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