Thank you for choosing Oxford Risk Management Group to aid in the preparation of Form 8918.
Step 1:
Select Individual or Entity on the website, which will automatically download the Excel Intake Form.
Step 2:
Open the Excel Intake Form; if Excel opens in Protected View, select Enable Editing.
Step 3:
Save the Excel Intake Form by Selecting File –> Save As –> Select a location on your local computer where you can find it.
Step 4:
Open Excel Intake Form saved to your local computer.
Step 5:
Complete the worksheet titled ENTITY or INDIVIDUAL.
Step 6:
Complete ALL information highlighted in yellow accurately and completely.
Step 7:
When the form is complete, Save the Excel to Save the information.
Step 8:
Open an email to attach the Excel Intake Form to and send to Advisor@OxfordRMG.com.
Step 9:
Attach the Completed Excel Intake Form to the email.
Step 10:
Send to Advisor@OxfordRMG.com.
Oxford Risk Management Group will email you the completed form for you to review, sign and mail via FedEx or USPS Certified Mail.
Oxford Risk Management Group and related entities do not provide tax or legal advice and do not authorize any agents or employees to provide such advice. The U.S. income tax deductibility of premiums, and other tax compliance and disclosure reporting requirements, may vary on a case-by-case basis. All questions of a tax or legal nature should be directed to your independent legal or tax advisors.
If you are filing form 8918 as an entity, please download and complete the worksheet below.
If you are filing Form 8918 as an individual, please download and complete the worksheet below.