Beacon Data Entry

Feature Name *

Introduction Date *

Closed Date

Rider Select Rule *

Participant Based On *

Notes

If the owner takes variable Traditional Annuity Payments under Annuity Options 2 or 4 you may be able to take withdrawals (âliquidationsâ) during the Annuity Phase before the guaranteed period ends. The maximum amount you can liquidate under Annuity Options 2 and 4 is 75% of the total liquidation value calculated as the sum of the total liquidation value at the time of each partial liquidation. The minimum amount you can liquidate under Annuity Options 2 and 4 is the lesser of $500, or the remaining total liquidation value. Under Annuity Option 6, you can liquidate 100% of the total liquidation value with no required minimum. The total liquidation value is the present value of the remaining guaranteed number of variable Traditional Annuity Payments, based on the Annuity Paymentâs current value, to the end of the guaranteed period, using the selected AIR as the interest rate for the present value calculation. Commutation Fee During the Annuity Phase for liquidations under Annity Option 2, 4, and 6 Commutation Fee Amount 1% to 7% for1 to 6 years or more.

When Added

Cancellation / Termination

Feature termination

Subsequent Premium

Exception

Not available in states

Partial Withdrawals

Effect Change Ownership

Terminate Feature

Feature Cases

+ Add Feature Case

Feature Case: Case 1

Case Name *

Charges

Current Charge(%)

Maximum Charge(%)

Charge Basis

Deducted When *

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

Indexed Account Value

Surrender Value

Payout Value

Term / Rollup

HAV Term

Rollup Term

Step Up Per.(%)

Maximum Benefit Base

Rollup Period

Rollup Per.(%)

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