Beacon Data Entry

CUSIP Basic Info

CUSIP Number *

CUSIP Name *

Inception Date *

Close Date

CUSIP Note

Scrap Book

The Allianz Accumulation Advantage 5  is a limited flexible premium deferred index annuity with a market value adjustment. This contract includes a free look period of 20 days, or 30 days if contract is taken as a replacement. The minimum single premium is $20,000 for qualified and non-qualified money. Additional premium payments can be accepted during the first 18 months. In the contract years following the most recent premium payment, 10% of paid premium or beginning of the year accumulation value whichever is greater is available each year in one or more free withdrawals. Surrender charges are 5 years in duration and are waived in the event of  death, or entrance into any qualified hospital or nursing home. The Flexible Withdrawal Rider is available. 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% additional federal 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.

Contribution / Waiver / Withdrawal

Contributions

Contribution #2449

Waivers

Waiver #8291

Withdrawals

Transaction Transfers

No Transactions available for this product.

Systematic Transfers

No Systematic Transfers available for this product.

Bonuses

No Bonuses available for this product.

Charge Initial Sales

No Charge Initial Sales available for this product.

M&E Charges

No M&E Charges available for this product.

Surrender Charges

Surrender #4004

Surrender #4005

Legacy by Design - Legacy Planner

CUSIP Basic Info

Contribution / Waiver / Withdrawal