Adjust Table in the Split Dollar Agreement with ease For Free
Drop document here to upload
Up to 100 MB for PDF and up to 25 MB for DOC, DOCX, RTF, PPT, PPTX, JPEG, PNG, JFIF, XLS, XLSX or TXT
Note: Integration described on this webpage may temporarily not be available.
0
Forms filled
0
Forms signed
0
Forms sent
Discover the simplicity of processing PDFs online
Upload your document in seconds
Fill out, edit, or eSign your PDF hassle-free
Download, export, or share your edited file instantly
Top-rated PDF software recognized for its ease of use, powerful features, and impeccable support
Every PDF tool you need to get documents done paper-free
Create & edit PDFs
Generate new PDFs from scratch or transform existing documents into reusable templates. Type anywhere on a PDF, rewrite original PDF content, insert images or graphics, redact sensitive details, and highlight important information using an intuitive online editor.
Fill out & sign PDF forms
Say goodbye to error-prone manual hassles. Complete any PDF document electronically – even while on the go. Pre-fill multiple PDFs simultaneously or extract responses from completed forms with ease.
Organize & convert PDFs
Add, remove, or rearrange pages inside your PDFs in seconds. Create new documents by merging or splitting PDFs. Instantly convert edited files to various formats when you download or export them.
Collect data and approvals
Transform static documents into interactive fillable forms by dragging and dropping various types of fillable fields on your PDFs. Publish these forms on websites or share them via a direct link to capture data, collect signatures, and request payments.
Export documents with ease
Share, email, print, fax, or download edited documents in just a few clicks. Quickly export and import documents from popular cloud storage services like Google Drive, Box, and Dropbox.
Store documents safely
Store an unlimited number of documents and templates securely in the cloud and access them from any location or device. Add an extra level of protection to documents by locking them with a password, placing them in encrypted folders, or requesting user authentication.
Customer trust by the numbers
64M+
users worldwide
4.6/5
average user rating
4M
PDFs edited per month
9 min
average to create and edit a PDF
Join 64+ million people using paperless workflows to drive productivity and cut costs
Why choose our PDF solution?
Cloud-native PDF editor
Access powerful PDF tools, as well as your documents and templates, from anywhere. No installation needed.
Top-rated for ease of use
Create, edit, and fill out PDF documents faster with an intuitive UI that only takes minutes to master.
Industry-leading customer service
Enjoy peace of mind with an award-winning customer support team always within reach.
What our customers say about pdfFiller
See for yourself by reading reviews on the most popular resources:
This has been a wonderful resource for locating, filling out, filing and printing out documents. I don't understand how to make the most out of the system and wish I could get a little more help (for blondes). But overall, a great experience!
2014-12-07
IM IN THE WORST PREDICAMENT AND CANT AFFORD LEGAL HELP. THE ONLY CALMING FACTOR IS FINDING WHAT I NEED ALMOST IMMEDIATELY EVEN HARD TO FIND BRIEFS AND CASES OF SIMILAR NATURE. ALSO IVE LEARNED QUITE OF FEW THINGS WHILE SEARCHING THAT CAUGHT MY EYE, A PLETHERA OF KNOWLEDGE. I THANK YOU, YOU HAVE NO IDEA THE COMFORT IT HAS BROUGHT AND THE FEELING IVE GOTTEN BY DOING THINGS ON MY OWN. MANY PRAISES IN FUTURE ENDEAVORS.
2017-12-28
Very useful. Would like to see a Strike-Through option where the user can highlight a section of text and select the Strike-Through option to strike through the selected text. Thanks!
2018-08-24
Excellent, easy to use and saves a lot of time
It has saved me time mainly and a lot of hassles in getting physical signatures.
I have signed and shared documents within minutes rather than signing/scanning or mailing.
If you want to save time and get your documents signed ASAP, PDFfiller is a must have software. You can use it anywhere as long as you're online and you can edit it too without any hassles. It's very affordable.
2018-01-30
Everything I need
For the price, I expected a lean version of other e-sign applications. But this has every feature I could possibly need so I'm very impressed.
2023-09-15
Sign it!
In general is a very good option to fill and sign documents. I did not buy the paid version because I was in need at the moment and it worked perfect for me.
I like the easy to follow process of this software. You dont need to know how to use it. As soon as you start filling any document everything march along the way
I did not see any cons because I was able to resolve my needs with the free trial. I would hesitate to pay for this software if I need again.
2022-07-23
Excellent Product
Makes nonstop-filling-out-documents projects go by quickly. Rare online product that not only works as intended, but includes most of the features you wouldn't expect it to have. The interface and options are also shockingly seamless. It's easy to print, save, share, download, etc pretty much any document from any screen.
2021-07-13
I think PDFfiller is a good product. They have so many features, it just take you a little while to get around. I will recommend this product to anyone.
2021-01-29
I would recommend this site
I have found the site easy to use and have not any problems with it. If I hit a snag with the functions I contact the team and they always sort it out for me. It certainly has made my work more efficient now that I am working from home.
2020-11-26
Adjust Table in the Split Dollar Agreement
The Adjust Table in the Split Dollar Agreement feature provides a clear and effective method for managing and adjusting financial contributions within split dollar life insurance agreements. This tool enhances transparency and accuracy, making it easier for all parties involved to track their contributions and benefits over time.
Key Features
User-friendly interface for easy adjustments
Real-time tracking of contributions and benefits
Detailed reports for clear understanding of agreements
Customizable tables to meet specific client needs
Supports multiple policy types within agreements
Use Cases and Benefits
Ideal for financial professionals managing split dollar agreements
Helpful for policyholders wanting to keep track of their contributions
Streamlines communication between involved parties
Facilitates easier audits and compliance checks
Promotes better financial planning and forecasting
By implementing the Adjust Table feature, you can solve common challenges in managing split dollar agreements. It allows you to maintain clarity in contributions, prevent disputes, and enhance financial management. This solution not only saves time but also improves your overall service quality, ensuring all parties understand their roles and contributions clearly.
For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What if I have more questions?
Contact Support
What is the split dollar strategy?
A corporate split-dollar arrangement is a strategy where the costs and benefits of a life insurance policy are shared between an employer and an employee. In this case, it's used for executive compensation and retention.
Are split dollar plans tax deductible?
Split-dollar plans can provide some tax advantages. In an employer-employee setup, the premiums paid by the employer might be deductible as a business expense. Enhanced employee retention. For employers, offering split-dollar plans can help recruit and retain high-value executives.
What is a split dollar plan?
Split-dollar life insurance is an agreement where two parties — an employer and an employee — agree to split the benefits, and sometimes the costs, of a life insurance policy. The employer pays the life insurance premium, in whole or in part, on a cash value life insurance policy purchased on the life of the employee.
Which of the following best describes the advantages of a split dollar life insurance plan?
Which of the following best describes the advantages of a split-dollar life insurance plan? It is useful for employers who wish to provide an executive with life insurance at low cost and low cash outlay for the executive.
What is the split dollar strategy?
A corporate split-dollar arrangement is a strategy where the costs and benefits of a life insurance policy are shared between an employer and an employee. In this case, it's used for executive compensation and retention.
What is one of the major disadvantages of split dollar plans?
Some potential disadvantages of split dollar life insurance include complex tax implications, potential disputes over policy ownership, limitations on the employee's ability to access cash value, and the need for careful planning to ensure compliance with applicable regulations.
What is the collateral assignment method of setting up a split dollar arrangement?
Under a loan arrangement, the employee is the policy owner, and the employer generally pays the premium. To ensure the employer is made whole, the employee grants an interest in the cash value and death benefit of the policy back to the employer through a collateral assignment.
What are the two types of split dollar plans?
There are 2 types of split dollar plans. Collateral assignment / loan regime. Endorsement split dollar / economic benefit regime.
#1 usability according to G2
Try the PDF solution that respects your time.