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Basic Info
CUSIP NUMBER
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CUSIP NAME
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INCEPTION DATE
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CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The American Pathway VisionMYG Annuity is a single premium deferred fixed annuity with a market value adjustment. The minimum premium is $10,000 for qualified funds and non-qualified funds. There is an annual withdrawal of up to 15% available as of the last anniversary's account value, available after the first policy year. Systematic withdrawals are also an option. Surrender charges are ten years in duration (8,8,8,7,6,5,4,3,2,1) and are waived in the event of annuitization, death, extended care, or diagnosis of a terminal illness. There is a 30-day window at the end of each guarantee period in which MVA and surrender charges are waived. Withdrawals and taxable distributions may be subject to ordinary income tax and if made prior to age 59 1/2, may also be subject to a 10% federal income tax penalty. Early surrender charges may also apply. Guarantees based on claims paying ability of insurer. Products / features may not be available in all states. This is an annuity contract issued by an insurance company and not a bank product protected by the FDIC.
Contributions & Waivers
CONTRIBUTIONS
Contributions
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Contribution #900
WAIVERS
Waivers
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Waiver #2919
Waiver #2920
Waiver #2921
Waiver #2922
Waiver #2923
Waiver #2924
WITHDRAWALS
Withdrawals
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Withdrawal #866
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
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Transaction #855
SYSTEMATIC TRANSFERS
Systematic Transfers
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No Systematic Transfers available.
BONUSES
Bonuses
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No Bonuses available.
Features & Benefits
FEATURES
Features
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Return of Premium Benefit
COMBINE BENEFITS
Combine Benefits
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No Combine Benefits available.
GUARANTEES
Guarantees
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Guarantee #854
Investments
SETTLEMENTS
Settlements
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Settlement #858
FIXED ACCOUNTS
Fixed Accounts
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No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
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No Indexed Accounts available.
Riders & Models
ALLOCATION MODELS
Allocation Models
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No Allocation Models available.
LBR RIDERS
LBR Riders
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No LBR Riders available.
DBR RIDERS
DBR Riders
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No DBR Riders available.
Charges
INITIAL SALES
Initial Sales
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Initial Sale #852
M&E CHARGES
M&E Charges
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No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
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Surrender #1501
Surrender #1502
Surrender #1503
Surrender #1504
Plans & Other
AGE
Age
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Age #867
PRODUCT PLANS
Product Plans
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HR-10 (Keogh)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
SEP IRA
Spousal IRA
CHARGES
Charges
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Charge #855
State Availability
Exception
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New York Life Secure Term Choice Fixed Annuity III
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GROUP
New York Life
COMPANY
New York Life Insurance Company
TYPE
Fixed Annuity
INCEPTION
Jan 02, 2012
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Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
The American Pathway VisionMYG Annuity is a single premium deferred fixed annuity with a market value adjustment. The minimum premium is $10,000 for qualified funds and non-qualified funds. There is an annual withdrawal of up to 15% available as of the last anniversary's account value, available after the first policy year. Systematic withdrawals are also an option. Surrender charges are ten years in duration (8,8,8,7,6,5,4,3,2,1) and are waived in the event of annuitization, death, extended care, or diagnosis of a terminal illness. There is a 30-day window at the end of each guarantee period in which MVA and surrender charges are waived. Withdrawals and taxable distributions may be subject to ordinary income tax and if made prior to age 59 1/2, may also be subject to a 10% federal income tax penalty. Early surrender charges may also apply. Guarantees based on claims paying ability of insurer. Products / features may not be available in all states. This is an annuity contract issued by an insurance company and not a bank product protected by the FDIC.
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #900
WAIVERS
Waivers
Select all
Waiver #2919
Waiver #2920
Waiver #2921
Waiver #2922
Waiver #2923
Waiver #2924
WITHDRAWALS
Withdrawals
Select all
Withdrawal #866
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #855
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
No Bonuses available.
Features & Benefits
FEATURES
Features
Select all
Return of Premium Benefit
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #854
Investments
SETTLEMENTS
Settlements
Select all
Settlement #858
FIXED ACCOUNTS
Fixed Accounts
Select all
No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
Select all
No Indexed Accounts available.
Riders & Models
ALLOCATION MODELS
Allocation Models
Select all
No Allocation Models available.
LBR RIDERS
LBR Riders
Select all
No LBR Riders available.
DBR RIDERS
DBR Riders
Select all
No DBR Riders available.
Charges
INITIAL SALES
Initial Sales
Select all
Initial Sale #852
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #1501
Surrender #1502
Surrender #1503
Surrender #1504
Plans & Other
AGE
Age
Select all
Age #867
PRODUCT PLANS
Product Plans
Select all
HR-10 (Keogh)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
SEP IRA
Spousal IRA
CHARGES
Charges
Select all
Charge #855
State Availability
Exception
Alabama (AL)
Alaska (AK)
American Samoa (AS)
Arizona (AZ)
Arkansas (AR)
Bermuda (BERMUDA)
California (CA)
Colorado (CO)
Connecticut (CT)
Delaware (DE)
Dist of Columbia (DC)
Florida (FL)
Georgia (GA)
Guam (GU)
Hawaii (HI)
Idaho (ID)
Illinois (IL)
Indiana (IND)
Iowa (IA)
Kansas (KS)
Kentucky (KY)
Louisiana (LA)
Maine (ME)
Maryland (MD)
Massachusetts (MA)
Michigan (MI)
Minnesota (MN)
Mississippi (MS)
Missouri (MO)
Montana (MT)
Nebraska (NE)
Nevada (NV)
New Hampshire (NH)
New Jersey (NJ)
New Mexico (NM)
New York (NY)
North Carolina (NC)
North Dakota (ND)
Ohio (OH)
Oklahoma (OK)
Oregon (OR)
Pennsylvania (PA)
Puerto Rico (PR)
Rhode Island (RI)
South Carolina (SC)
South Dakota (SD)
Tennessee (TN)
Texas (TX)
Utah (UT)
Vermont (VT)
Virgin Islands (VI)
Virginia (VA)
Washington (WA)
West Virginia (WV)
Wisconsin (WI)
Wyoming (WY)
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