Beacon Data Entry

Basic Info

CUSIP NUMBER *

CUSIP NAME *

INCEPTION DATE *

CLOSE DATE

CUSIP NOTE

SCRAP BOOK

The Allianz Accumulation Advantage 7 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premium payments can be accepted during the first 18 months. 10% of the purchase payment or accumulation value can be withdrawn without deduction of any MVA, surrender charges or any penalties. Surrender charges are 7 years in duration and are waived in the event of annuitization, death, or entrance into any qualified hospital or nursing home. 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.

Contributions & Waivers

CONTRIBUTIONS

Contribution #2621

Contribution #3216

WAIVERS

Waiver #8783

Waiver #8784

Waiver #8788

WITHDRAWALS

Withdrawal #2314

Transfers & Bonuses

TRANSACTION TRANSFERS

No Transactions available.

SYSTEMATIC TRANSFERS

No Systematic Transfers available.

BONUSES

No Bonuses available.

Features & Benefits

Investments

SETTLEMENTS

Settlement #2260

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

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

With Guaranteed Lifetime Benefit Rider

Without Guaranteed Lifetime Benefit Rider

PRODUCT PLANS

401 (a)

IRA

Non-Qualified

Others

CHARGES

No Charges available.

State Availability

Exception

Not available in states

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WealthChoice 7

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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)
Georgia (GA)
Guam (GU)
Hawaii (HI)
Idaho (ID)
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Indiana (IND)
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Virgin Islands (VI)
Virginia (VA)
Washington (WA)
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