Beacon Data Entry

Basic Info

CUSIP NUMBER *

CUSIP NAME *

INCEPTION DATE *

CLOSE DATE

CUSIP NOTE

SCRAP BOOK

The Select Choice - Option 4 (3 year) is a single premium deferred fixed annuity with a Waiver of Withdrawal charge, MVA Rider and Return of Premium Rider. The minimum premium is $5,000 for non-qualified and and $2,000 for qualified. Surrender charges are three years in duration and are waived in the event of death. There is a 30-day window prior to the end of the guarantee period during which the owner may request a partial withdrawal, full surrender or elect an income option without incurring a Withdrawal Charge or MVA. Subsequent withdrawal charge periods are for 3 years. 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

Contribution #1063

WAIVERS

Waiver #3444

Waiver #3445

Waiver #3446

Waiver #3447

WITHDRAWALS

Transfers & Bonuses

TRANSACTION TRANSFERS

Transaction #986

SYSTEMATIC TRANSFERS

No Systematic Transfers available.

BONUSES

No Bonuses available.

Features & Benefits

FEATURES

No Features available.

COMBINE BENEFITS

No Combine Benefits available.

GUARANTEES

Guarantee #990

Investments

SETTLEMENTS

FIXED ACCOUNTS

No Fixed Accounts available.

INDEXED ACCOUNTS

No Indexed Accounts available.

Riders & Models

ALLOCATION MODELS

No Allocation Models available.

LBR RIDERS

No LBR Riders available.

DBR RIDERS

No DBR Riders available.

Charges

Plans & Other

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Nationwide Secure Growth NY

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