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  FAQs Regarding Taxes on Your Life Insurance Benefit

 

Below is a list of frequently asked questions regarding taxes on your life insurance benefit.

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I received a 1099-INT — what is this and why did I get one?
IRS tax form 1099-INT represents interest that was paid to you during the year by Unum. If you were the beneficiary of a life insurance policy and received death proceeds during the year, any interest earned before such payment was made will be reported on form 1099-INT. Please consult your tax advisor regarding the taxation of this payment.

(Reference http://www.irs.gov/pub/irs-pdf/i1099int.pdf)

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I received a 1099-MISC — what is this and why did I get one?
Unum is required to report any payment made in the course of doing business. Some payments included on form 1099-MISC are for long term care payments to health care facilities, payments made to medical providers and survivor income benefits, among others. Please consult your tax advisor regarding the taxation of these payments.

(Reference http://www.irs.gov/pub/irs-pdf/i1099msc.pdf)

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Other questions?
Please contact your dedicated Disability Specialist for other questions regarding your claim. You may also contact the Tax Reporting Group at 1-800-845-2290 for tax related questions.

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