Beacon Data Entry
Variable Annuity Transactions

During accumulation phase, the applicable transfer fee should be the lesser of $25 or 2% of the transfer amount.

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

Before Payout Start Date

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

After Payout Start Date

Unlimited Transfers: No
Max Transfers Per Year: 1
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