Beacon Data Entry
Variable Annuity Transactions

During accumulation phase, maximum amount that may be transferred from fixed account during a contract year is greater of - 1) $1,000, or 2) 25% of contract value. During income phase, limited to 1 transfer per year from fixed account; unlimited between sub-accounts; transfer to fixed account not permitted. Oregon contracts only: each transfer after the twelfth transfer in a Contract year is subject to Our approval.

Policy Type: Variable Annuity
Income Phase Applicable: No
Current CHG Available: No
Exceptions: No
States Available:
States Exception:
Transfer Mode: Written, Telephone

Before Payout Start Date

Unlimited Transfers: Yes
Max Transfers Per Year:
Free Transfers Per Year: 12
Charge Per Transfer ($): 25
Max Charge Per Transfer ($): 25
From Fixed Account (MVA/EIA): No

After Payout Start Date

Unlimited Transfers: No
Max Transfers Per Year:
Free Transfers Per Year:
Charge Per Transfer ($):
From Fixed Account (MVA/EIA): No

Options

DCA Included: No
Rebalancing: No
Asset Allocation: No
Sweep Included: No