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Product Policy Type
Variable Annuity
Fixed Annuity
Indexed Annuity
RILA
Annual maintenance
Max annual maintenance
Annual maintenance per
Maintenance Fee Waiver Amount
Premium tax min
Premium tax max
Distribution Current
Distribution Max
Premium Tax Applicable
Admin Current
Admin Max
Min Subaccount Fee
Avg Subaccount Fee
Max Subaccount Fee
Total Variable Account Expense
Notes
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Initial Sales
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Initial Sale #
1
Internal Name
Marketing Name
Inception Date
Closed Date
Exception
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Initial Sales Cases
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Initial Sales Case #
1
Range Min
Range Max
Basis Type
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Variable Account Value
Fixed Account Value
Account Value
Others
Purchase Payments
Benefit Base
Interest Bonus
Accumulation Value
Indexed Account Value
Earnings
Frequency
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Daily
Bi-Monthly
Monthly
Quarterly
Semi-Annually
Annually
Contract Anniversary
Requested
Approved By Issuer
Others
Deducted When
Select Deduction
Daily
Bi-Monthly
Monthly
Quarterly
Semi-Annually
Annually
Contract Anniversary
Requested
Approved By Issuer
Others
Charge %
Charge Amount
Sales Charge Text
M&E Charges
+ Add M&E Charge
CDSC Charges
+ Add CDSC Charge
CDSC Charge #
1
Internal Case Name
Name
Product Policy Type
Variable Annuity
Fixed Annuity
Indexed Annuity
RILA
Share Class
Select Share Class
Class A
Class B
Class C
Class L
Class O
Class I
Class X
No Share Class
Unlimited From Year
Inception Date
Closed Date
Year Calculated On
Rider Select Rule
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Optional
Mandatory
Default
Charge Basis Type
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Variable Account Value
Fixed Account Value
Account Value
Others
Purchase Payments
Benefit Base
Interest Bonus
Accumulation Value
Indexed Account Value
Earnings
ME Case Name
Surr Years
CDSC Charge Amount
CDSC Charge %
Unlimited Charge %
CDSC Charges by Year
Year 0-1
Year 1-2
Year 2-3
Year 3-4
Year 4-5
Year 5-6
Year 6-7
Year 7-8
Year 8-9
Year 9-10
Year 10-11
Year 11-12
Year 12-13
Year 13-14
Year 14-15
Year 15-16
Year 16-17
Year 17-18
Year 18-19
Year 19-20
CDSC Dep ME
Currently Applicable
App Dur Inc Phase
Is Terminated
Is Perpetual
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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