Beacon Data Entry
Variable Annuity Features

Annuitization Bonus

Status: Terminated
Internal name:
Sequence: 1
Rider select rule: Mandatory
Participant based on:
Inception date:
Closed date: 2012-05-01
States available:
State exceptions:
Notes:

Issuer may apply a credit to contract value with an additional percentage of contract value upon annuitization of contract anytime after 5th contract anniversary, based on the annuity payment option selected. 2% annuitization bonus will be credited on any annuity payment option available under this contract that guarantees payment for nine years or less, thereafter 4% annuitization bonus will be credited.

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) termination of contract, 2) surrender, 3) change of ownership, or 4) death.

Feature cases

Case name Current charge (%) Max charge (%) Owner age (min–max) Annuitant age (min–max)
Annuitization Bonus 0