During income phase not permitted. Any amount to account for special DCA, fixed maturity option that has a rate to maturity of 3% may not be transferred. Maximum amount that may be transferred into fixed account if such transfer would result in more than 25% of annuity account value being allocated to fixed account, based on annuity account value. Annuitant must limit transfers to fixed maturity options with maturities of 7 years or less, if ages between 76 to 80, and 5 years or less, if ages 81 or older.
Product:
Accumulator Plus '07 Series
Policy Type:
Variable Annuity
Income Phase Applicable:
No
Current CHG Available:
No
Exceptions:
No
States Available:
States Exception:
Transfer Mode:
Written, Telephone, Internet
Before Payout Start Date
Unlimited Transfers:
Yes
Max Transfers Per Year:
Free Transfers Per Year:
Charge Per Transfer ($):
Max Charge Per Transfer ($):
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