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Data Entry
Variable Annuity
Systematic transfers
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Nirmala
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Accumulator Elite 9.0 Series
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Systematic Transfers
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Edit Systematic Transfer
Notes *
Available as Special Dollar Cost Averaging Program. Not available if GMIB converted to GWBL and with general dollar cost averaging program and investment simplifier. Only new contribution can be allocated under the program; minimum allocation - $2,000 ($250 - thereafter). Under Option A allowed part allocation of purchase payment; 100% required under Option B.
Scheduled Transfer Type *
Select
Asset Rebalancing
Dollar Cost Average
Earning Sweep
DCA Type *
Select
Dollar Cost Average
Enhanced Dollar Cost Average
Minimums
Min Contract Value *
(%) *
Min Amount *
(%) *
Min Pur Payments *
(%) *
Charges
Charges Included *
Charge Per Transfer ($)
Max Charge Per Transfer ($)
Restrictions, Cancellation & Termination
Restrictions
Cancellation
May be cancelled any time after election.
Termination
Program will automatically terminate on conversion of GMIB to GWBL.
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)
Florida (FL)
Georgia (GA)
Guam (GU)
Hawaii (HI)
Idaho (ID)
Illinois (IL)
Indiana (IND)
Iowa (IA)
Kansas (KS)
Kentucky (KY)
Louisiana (LA)
Maine (ME)
Maryland (MD)
Massachusetts (MA)
Michigan (MI)
Minnesota (MN)
Mississippi (MS)
Missouri (MO)
Montana (MT)
Nebraska (NE)
Nevada (NV)
New Hampshire (NH)
New Jersey (NJ)
New Mexico (NM)
New York (NY)
North Carolina (NC)
North Dakota (ND)
Ohio (OH)
Oklahoma (OK)
Oregon (OR)
Pennsylvania (PA)
Puerto Rico (PR)
Rhode Island (RI)
South Carolina (SC)
South Dakota (SD)
Tennessee (TN)
Texas (TX)
Utah (UT)
Vermont (VT)
Virgin Islands (VI)
Virginia (VA)
Washington (WA)
West Virginia (WV)
Wisconsin (WI)
Wyoming (WY)
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Not available in states
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