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Variable Annuity
Systematic transfers
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Systematic Transfers
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Edit Systematic Transfer
Notes *
Transfers from fixed account must be equal to or less than 1/30th of fixed account value at time program is requested. Issuer may periodically offer Dollar Cost Averaging programs with Enhanced Capital Preservation Plus Lifetime Income Option and Lifetime Income Options referred to as Dollar Cost Averaging for Living Benefits. Only new purchase payments to contract are eligible for Dollar Cost Averaging for Living Benefits.
Scheduled Transfer Type *
Select
Asset Rebalancing
Dollar Cost Average
Earning Sweep
DCA Type *
Select
Dollar Cost Average
Enhanced Dollar Cost Average
Minimums
Min Contract Value *
(%) *
Min Amount *
(%) *
Min Pur Payments *
(%) *
Charges
Charges Included *
Charge Per Transfer ($)
Max Charge Per Transfer ($)
Restrictions, Cancellation & Termination
Restrictions
Cancellation
May be cancelled any time after election.
Termination
Once elected may be terminated upon written request.
State Availability
Exception
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