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Variable Annuity
Systematic transfers
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Nirmala
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Systematic Transfers
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Edit Systematic Transfer
Notes *
Available as fixed-dollar option under Investment Simplifier. Owner may elect to transfer fixed-dollar amount out of fixed account into specified sub-accounts on a monthly basis for specified number of transfers or to continue to make monthly transfers until all available amounts in fixed account have been transferred out. May not be available in conjunction with Asset Rebalancing program. Transfers made under the program does not count towards free transfer limit provided by Issuer.
Scheduled Transfer Type *
Select
Asset Rebalancing
Dollar Cost Average
Earning Sweep
DCA Type *
Select
Dollar Cost Average
Enhanced Dollar Cost Average
Minimums
Min Contract Value *
(%) *
Min Amount *
(%) *
Min Pur Payments *
(%) *
Charges
Charges Included *
Charge Per Transfer ($)
Max Charge Per Transfer ($)
Restrictions, Cancellation & Termination
Restrictions
Cancellation
Once elected may not be cancelled.
Termination
Once elected may not be cancelled.
State Availability
Exception
Alabama (AL)
Alaska (AK)
American Samoa (AS)
Arizona (AZ)
Arkansas (AR)
Bermuda (BERMUDA)
California (CA)
Colorado (CO)
Connecticut (CT)
Delaware (DE)
Dist of Columbia (DC)
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Puerto Rico (PR)
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Not available in states
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