Beacon Data Entry

Basic Info

CUSIP NUMBER *

CUSIP NAME *

INCEPTION DATE *

CLOSE DATE

CUSIP NOTE

SCRAP BOOK

The Allianz 222 is a limited flexible premium deferred index annuity with a market value adjustment. The minimum single premium is $20,000 for qualified and non-qualified money. Additional premium payments can be made for $25 or more during the first contract year only. 10% of the paid premium may be withdrawn after the contract anniversary following the most recent premium payment. Surrender charges are 10 years in duration (may vary with state availability); and are waived in the event of annuitization, death, or entrance into a nursing home. The Flexible Annuity Option Rider allows the withdrawal of accumulation value (less any bonus or interest earned on the bonus) anytime after the first contract year for a period certain of 10 to 30 years. The Flexible Withdrawal Rider is an optional rider which, if elected at an extra cost, allows access to a one-time lump-sum payment in any amount up to the accumulation value if admitted to an eligible nursing home, hospital, or assisted living care facility for at least 90 out of 120 consecutive days. An additional nursing home / hospital benefit is also an option at no additional cost. The PIV  (Protected Income Value) rider provides guaranteed lifetime income withdrawals based on the protected income value.  The AIM benefit (Allianz Income Multiplier) allows for doubling annual maximum income withdrawal if confined to an eligible nursing home, hospital, or assisted living facility for at least 90 days out of 120. The bonus is a Premium bonus on the PIV and the interest bonus is an Interest bonus credited to the PIV.  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 additional tax. 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

Transfers & Bonuses

TRANSACTION TRANSFERS

No Transactions available.

SYSTEMATIC TRANSFERS

No Systematic Transfers available.

BONUSES

Premium Bonus

Features & Benefits

Investments

SETTLEMENTS

Settlement #1834

FIXED ACCOUNTS

No Fixed Accounts available.

INDEXED ACCOUNTS

No Indexed Accounts available.

Riders & Models

ALLOCATION MODELS

No Allocation Models available.

LBR RIDERS

Lifetime Income Benefit Rider with Wellbeing benefit

Lifetime Income Benefit Rider with Indexing Income

Lifetime Income Benefit Rider

DBR RIDERS

Basic Death Benefit

Charges

INITIAL SALES

No Initial Sales available.

M&E CHARGES

No M&E Charges available.

SURRENDER CHARGES

No Surrender Charges available.

Plans & Other

AGE

Age #1876

PRODUCT PLANS

IRA

IRA Rollover

Non-Qualified

CHARGES

No Charges available.

State Availability

Exception

Not available in states

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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)
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Guam (GU)
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