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Feature Name *
Introduction Date *
Closed Date
Rider Select Rule *
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Default
Mandatory
Optional
Participant Based On *
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Owner
Annuitant
Owner and Annuitant
Owner (or Annuitant if owner is a natural entity)
Owner (or Annuitant if owner is a non-natural person)
Notes
Under this benefit co-annuitant can be changed, in case of remarriage. This benefit does not apply upon death of annuitant. Owner or annuitant must be custodial traditional IRA, custodial Roth IRA, or custodial simple IRA.
When Added
No longer available for new purchases.
Cancellation / Termination
May be cancelled any time after election.
Feature termination
Benefit will automatically terminate upon earliest of - 1) death, 2) termination of contract, 3) annuitization, or 4) change of annuitant.
Subsequent Premium
Exception
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Not available in states
Partial Withdrawals
Effect Change Ownership
Terminate Feature
Feature Cases
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Feature Case: Case 1
Case Name *
Charges
Current Charge(%)
Maximum Charge(%)
Charge Basis
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Account Value
Accumulation Value
Benefit Base
Earnings
Fixed Account Value
Indexed Account Value
Interest Bonus
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Deducted When *
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Approved By Issuer
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Requested
Semi-Annually
Eligibility Age
Min Age of Owner (Yrs)
Max Age of Owner (Yrs)
Min Age of Annuitant (Yrs)
Max Age of Annuitant (Yrs)
Value / Basis
Contract Value
Purchase Payments
Variable Account Value
Fixed Account Value
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Payout Value
Term / Rollup
HAV Term
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Age
Contract year
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Years
Rollup Term
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Age
Contract year
Days
Months
Years
Step Up Per.(%)
Maximum Benefit Base
Rollup Period
Rollup Per.(%)
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