Finish 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:
I have found it useful to complete a myriad of forms required for our charity administration electronically - rather than having to print, complete, scan etc.
2017-09-20
For a new customer who has only used this program for a short time, It's a bit confusing to find all the necessary information. I am learning, but it's taken some navigation, and I haven't used the help line, because I don't even know the right questions to ask.
2018-07-23
Impressive features and easy to use. My only gripe is that there appears to be no way of changing the date function to day/month/year, but it's just as easy to enter the date manually
2019-03-22
Exceptional Support ...
Exceptional Support ...I purchased an online PDFfiller annual plan for $120 by mistake. I really only wanted to try it for a month. Anyway, as it turned out, it was not a good fit for me so I requested a cancellation. It is one of the most hassle-free refunds that I ever experienced ... was done overnight for the full amount. I am truly impressed and will gladly do business with them again.D. McPhersonEntrepreneur
2019-06-12
Great to use especially working from home
I have been working from home and Sarah PDF has been trying amazing. It is very easy to use and the way I am able to merge my documents and download them is great.
2024-01-17
I had an unsuspicious activity on my…
I had an unsuspicious activity on my card. Didn’t knew the company at first, contacted them thru email and got the best support ever and my money back :)
2023-08-05
I used it for my rental application and lease. The app at times was very slow to open. that's why I rated it a 4/5. Other then that it was easy to use.
2022-08-22
got the form filled out and signature…
got the form filled out and signature done. Much better than using a typewriter (who has one of them?) or handwriting it.
2022-05-19
Great software for the money
Great software for the money. Has helped tremendously with our business needs. The only thing I would change is the LinktoFill. This gets confusing due to saving a file when you make updates to it and then you end up with having the two files. there should be an option to update exsiting file. Besides that, great program.
2022-03-14
Finish Table in Split Dollar Agreement
The Finish Table in the Split Dollar Agreement is designed to simplify your financial planning and help you easily manage agreements related to shared life insurance policies. This innovative feature provides clarity and structure, making it an essential tool for individuals engaged in split dollar arrangements.
Key Features
User-friendly interface for easy data entry
Automated calculations for benefits and costs
Comprehensive reporting tools for informed decision-making
Customizable templates to suit your specific needs
Secure data management to protect sensitive information
Potential Use Cases and Benefits
Individuals looking to share life insurance benefits with business partners
Families managing estate planning and wealth transfer agreements
Financial advisors assisting clients in structuring complex financial arrangements
Companies establishing employee benefit plans that include insurance policies
By using the Finish Table, you can solve the ongoing challenges associated with tracking, calculating, and managing split dollar agreements. This tool provides clarity and transparency, ensuring that all parties understand their contributions and benefits. Ultimately, it helps you make informed decisions that align with your financial goals.
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 final loan regime split dollar rule?
In the loan regime for split-dollar agreements, the employer is required to charge interest on the loan to the employee. Most often, the applicable federal rate (AFR) is used when calculating the interest for these loans.
What is a split dollar plan policy?
In a split-dollar plan, an employer and employee execute a written agreement that outlines how they will share the premium cost, cash value, and death benefit of a life insurance policy. Split-dollar plans are frequently used by employers to provide supplemental benefits for executives and to help retain key employees.
What is a reverse split dollar plan?
In a reverse split-dollar arrangement, the employer owns the death benefit and the employee owns the cash value. Typically, the PS-58 cost is used to value the death benefit to pass the greatest value to the employee at the least tax cost.
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 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.
When parties terminate a split dollar plan on a specified date or when the employee retires, this is known as the?
Unless the employee or other insured dies while the split-dollar arrangement is in effect, the arrangement will eventually terminate as specified in the agreement between the parties (at the employee's retirement, for example). Such a lifetime exit strategy from a split-dollar arrangement is known as a “rollout.”
What is the difference between endorsement and collateral assignment split dollar?
Split-Dollar Life Insurance Arrangements In an endorsement arrangement, the employer (bank) owns the insurance policy and controls all rights of ownership; in a collateral assignment arrangement, the employee owns the policy and controls all rights of ownership.
What are the two major split dollar systems?
Split-dollar arrangements are typically split into two tax regimes: economic benefit and loan regimes. Each arrangement is subject to different rules and regulations, and which will be used ultimately depends on who owns the policy.
#1 usability according to G2
Try the PDF solution that respects your time.