Beacon Data Entry

CUSIP Basic Info

CUSIP Number *

CUSIP Name *

Inception Date *

Close Date

CUSIP Note

Scrap Book

The Athene NY MYG 5 is a flexible premium deferred annuity. The initial minimum contribution is $5,000 qualified and non-qualified. Additional contributions can be made for $1,000 or more and will be allocated to the 1-Year Fixed Strategy. The Initial Interest Rate for this strategy is set at issue and is guaranteed for one year. There is an annual 10% free withdrawal of accumulated value available during the first contract year. Systematic withdrawal is an option. Surrender charges are five years in duration and are waived in the event of death, confined to a Qualified Care Facility or diagnosis of a terminal illness. Withdrawals taken prior to age 59 1/2 may be subject to IRS penalties and any withdrawals taken during the Surrender Charge Period above the penalty-free amount will be subject to Surrender Charges. This product, its features and rider may not be available in all states. This is an annuity contract issued by an insurance company and not securities or bank products protected by the FDIC.

Contribution / Waiver / Withdrawal

Transaction Transfers

Transaction #1348

Systematic Transfers

No Systematic Transfers available for this product.

Bonuses

No Bonuses available for this product.

Settlements

Fixed Accounts

No Fixed Accounts available for this product.

Indexed Accounts

No Indexed Accounts available for this product.

Charge Initial Sales

Initial Sale #1350

M&E Charges

No M&E Charges available for this product.

Surrender Charges

Surrender #2795

Surrender #2796

Heritage Classic MYGA 3

CUSIP Basic Info

Contribution / Waiver / Withdrawal