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Notes
During accumulation phase, maximum amount that may be transferred from fixed account during a contract year is greater of - 1) $1,000, or 2) 25% of contract value. During income phase, limited to 1 transfer per year from fixed account; unlimited between sub-accounts; transfer to fixed account not permitted. Oregon contracts only: each transfer after the twelfth transfer in a Contract year is subject to Our approval.
Before Payout Start Date
Unlimited Transfers
Max Transfers Per Contract Year
Free Transfers Per Contract Year
Charge Per Transfer ($)
Max Charge Per Transfer ($)
Min From Sub-Account ($)
(%)
Notes
Min To Sub-Account ($)
(%)
Notes
Min From Index Account ($)
(%)
Notes
Min To Index Account ($)
(%)
Notes
Min From Fixed Account ($)
(%)
Notes
Min To Fixed Account ($)
(%)
Notes
From Fixed Account - MVA/EIA
DCA Included
Rebalancing Included
Asset Allocation Included
Sweep Included
After Payout Start Date
Unlimited Transfers
Max Transfers Per Contract Year
Free Transfers Per Contract Year
Charge Per Transfer ($)
Min From Sub-Account ($)
(%)
Notes
Min To Sub-Account ($)
(%)
Notes
Min From Index Account ($)
(%)
Notes
Min To Index Account ($)
(%)
Notes
Min From Fixed Account ($)
(%)
Notes
Min To Fixed Account ($)
(%)
Notes
From Fixed Account - MVA/EIA
Transfer Mode
Written
Telephone
Internet
Fax
Voice Response Unit
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