Beacon Data Entry

CUSIP Basic Info

CUSIP Number *

CUSIP Name *

Inception Date *

Close Date

CUSIP Note

Scrap Book

The Allianz Accumulation Advantage + 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premium payments can be accepted during the first 18 months. 10% of the purchase payment or accumulation value can be withdrawn without deduction of any MVA, surrender charges or any penalties.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.

Contribution / Waiver / Withdrawal

Contributions

Contribution #3160

Waivers

Waiver #10501

Waiver #10502

Waiver #10503

Waiver #10515

Withdrawals

Transaction Transfers

No Transactions available for this product.

Systematic Transfers

No Systematic Transfers available for this product.

Bonuses

Premium Bonus

Allocation Models

No Allocation Models available for this product.

LBR Riders

Enhanced Guaranteed Minimum Surrender Value

Income for Life GLWB

Income for Life Plus GLWB

DBR Riders

Basic Death Benefit

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 #4785

Universal Equity Index Annuity Bonus 5 Year

CUSIP Basic Info

Contribution / Waiver / Withdrawal