CONTRACT DATA PAGE
Contract Information
| Contract Number: [P9999999999] | Contract Date: [February 2, 2021] | Contract Type: [Non-Qualified] | ||
| Owner: [JOHN DOE] | [Date of Birth: [March 1, 1976] | Age at Issue: [44]] | ||
| [Joint Owner: [JANE DOE] | Date of Birth: [June 10, 1977] | Age at Issue: [43]] | ||
| Annuitant: [JOHN DOE] | Date of Birth: [March 1, 1976] | Age at Issue: [44] | ||
| [Joint Annuitant: [JANE DOE] | Date of Birth: [June 10, 1977] | Age at Issue: [43]] | ||
| [Beneficiary: [As named by You on the Application]] | ||||
Single Purchase Payment Information
Single Purchase Payment: [$25,000.00]
Purchase Payment Allocation Information
| Strategy Account Option(s) Purchase Payment Allocation: |
||
| [1yr PTP S&P 500 10% Buffer with Cap:] |
[50%] | |
| [1yr PTP S&P 500 10% Buffer with Trigger:] |
[30%] | |
| [6yr PTP S&P 500 10% Buffer with Participation & Cap:] |
[10%] | |
| Fixed Account Option Purchase Payment Allocation: |
[10%] | |
| Interest Crediting Period: |
[One (1) Contract Year(s)] | |
| Initial Annual Interest Rate: |
[1.00%] | |
| Guaranteed Minimum Interest Rate: |
[0.25%] | |
| Renewal Window: |
[The Renewal Window is [20] calendar days prior to and including the Term End Date.] | |
If You have questions about your annuity contract, You may call Us, or You may call Your state insurance department
at [1(XXX) XXX-XXXX].
| ICC24-AG-811-DP (5/24) | 3 |
CONTRACT DATA PAGE (continued)
Withdrawal Information
Minimum Withdrawal Value Percentage: [87.5%]
Interest Rate for Minimum Withdrawal Value: [1.00%]
Withdrawal Charge Schedule:
|
| |||||||||||||||||||||||||||||||
| Contract Year |
1 | 2 | 3 | 4 | 5 | 6 | 7+ | |||||||||||||||||||||||||
| Withdrawal Charge Percentage |
8 | % | 8 | % | 7 | % | 6 | % | 6 | % | 4 | % | 0 | % | ||||||||||||||||||
See Page [10] of the Contract for Withdrawal Provisions.
Minimum Partial Withdrawal Amount: [$1,000]
Maximum Penalty-Free Withdrawal Percentage: [Each Contract Year You have up to 10.00% of the Contract Value as of the previous Contract Anniversary]
Maximum Penalty-Free Withdrawal Eligibility Date: [Permitted after the first Contract Year]
Minimum Contract Value Remaining After a Partial Withdrawal: [$2,500]
Minimum Transfer Amount: [$100]
Minimum Strategy Account Option Value Remaining After a Transfer: [$100]
Annuity Income Payment Information
Earliest Date to Start an Income Plan: [Two years]
Latest Annuity Date: [The Contract Anniversary following Your [95th] birthday]
Actuarial Basis of Computation:
The actuarial basis for the Income Payment Options is the [2012 IAR Mortality Table with a one-year age setback plus an additional year setback for every 4 years after 2012], and a guaranteed interest rate of [0.25%]. The annuity rates pertaining to the Actuarial Basis of Computation will be furnished upon Your request.
Option 5 – Fixed Payments for a Specified Period Certain:
Fixed payments payable to the Payee for any specified period of time is for [five (5)] years or more, but not exceeding [thirty (30)] years as selected at the time an Income Plan commences.[ If an Income Plan begins prior to [five (5)] years from the Contract Date, the minimum fixed amount payment period is [ten (10)] years. After [five (5)] years from the Contract Date, the minimum fixed amount payment period is [five (5)] years.] The specified period options may be limited by federal tax law.
| ICC24-AG-811-DP (5/24) | 4 |
CONTRACT DATA PAGE (continued)
Income Payment Option 5 - Table of Monthly Installments Per
Fixed Payment for a Specified Period Certain
| Number of Years |
Monthly Payment |
Number of Years |
Monthly Payment |
Number of Years |
Monthly Payment |
Number of Years |
Monthly Payment |
|||||||||||||||
| 10 | 8.44 | 17 | 5.01 | 24 | 3.58 | |||||||||||||||||
| 11 | 7.68 | 18 | 4.73 | 25 | 3.44 | |||||||||||||||||
| [5 |
16.77 | 12 | 7.05 | 19 | 4.49 | 26 | 3.31 | |||||||||||||||
| 6 |
13.99 | 13 | 6.51 | 20 | 4.27 | 27 | 3.19 | |||||||||||||||
| 7 |
12.01 | 14 | 6.06 | 21 | 4.07 | 28 | 3.08 | |||||||||||||||
| 8 |
10.52 | 15 | 5.66 | 22 | 3.89 | 29 | 2.98 | |||||||||||||||
| 9 |
9.36 | 16 | 5.31 | 23 | 3.73 | 30 | 2.88 | ] | ||||||||||||||
Misstatement of Age or Sex Interest Rate: [0.25%]
Rider and/or Endorsement Information
|
|
Non-Optional Elections: |
| ||||
| [Market Value Adjustment Rider |
See Attached Form] | |||||
| [Extended Care Rider |
See Attached Form] | |||||
| [Terminal Illness Rider |
See Attached Form] | |||||
| [Buffer with Participation and Cap Strategy Account Option(s) Rider |
See Attached Form] | |||||
| [Buffer with Cap Secure Rate Strategy Account Option(s) Rider |
See Attached Form] | |||||
| [Buffer with Trigger Performance Strategy Account Option(s) Rider |
See Attached Form] | |||||
| [Buffer Dual Direction with Cap Strategy Account Option(s) Rider |
See Attached Form] | |||||
| [Lock with Buffer Strategy Account Option(s) Rider |
See Attached Form] | |||||
| [Performance Lock Rider |
See Attached Form] | |||||
|
Optional Elections: |
||||||
| [Return of Purchase Payment Death Benefit Rider |
See Attached Form] |
| ICC24-AG-811-DP (5/24) | 5 |