Get Information Return For Publicly Offered Original Issue Discount Instruments

Filling out the Information Return For Publicly Offered Original Issue Discount Instruments, known as Form 8281, is essential for issuers of publicly offered debt instruments with original issue discount. This guide provides clear, step-by-step instructions to help users complete the form accurately and efficiently online.

Follow the steps to complete the form easily and correctly.

1. Press the ‘Get Form’ button to access the form and open it in your online editor.
2. Begin with the issuer’s name at the top of the form. Ensure you enter the complete legal name as registered.
3. Input the issuer’s taxpayer identification number in the designated field.
4. Provide the present address, including number, street, apartment or suite number, city or town, state, and ZIP code.
5. Enter the name and telephone number of a representative who can be contacted regarding this filing.
6. Fill in the CUSIP number assigned to the debt instruments, which helps identify the specific bonds in the marketplace.
7. Indicate the type of instrument you are reporting, including options like fixed rate, variable rate, or contingent payment.
8. Specify the issue date, which is the date when the debt instruments were first sold to the public.
9. Provide the issue price as a percentage of the principal amount. For example, if the instrument was issued for $900 against a $1,000 principal, enter 90.
10. Input the maturity date of the instrument.
11. Enter the stated interest rate, indicating if it's variable or contingent if applicable.
12. List the interest payment dates as specified in the debt agreement.
13. Complete the total amount of original issue discount (OID) for the entire issue.
14. Provide the yield to maturity expressed as a percentage.
15. Detail the stated redemption price at maturity, listing it explicitly if different from $1,000.
16. Include a comprehensive description of the debt instrument, along with a schedule of OID per $1,000 principal amount and any relevant attachments.
17. Review all entered data for accuracy before finalizing completion.
18. Once confirmed, save changes, download, print, or share the completed form as necessary.

Complete your documents online today to ensure compliance and accurate reporting.