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Beacon
Data Entry
Variable Annuity
Systematic transfers
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Nirmala
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Accumulator Select 9.0 Series
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Systematic Transfers
Accumulator Select 9.0 Series - Systematic Transfers
+ New Systematic Transfer
Notes
Transfer Type
DCA Type
Actions
Not available in state WA and under Option B. Options - General Dollar Cost Averaging Program (GDCAP), Special money market Dollar Cost Averaging Program (minimum allocation - $2,000 ($250 - thereafter) and Fixed-Dollar option under Investment Simplifier. Only one of the three programs can be elected. For GDCAP contract value in EQ/Money Market Portfolio should be at least $5,000 and for Fixed-Dollar option - $5,000 in fixed account. Under Fixed-Dollar option transfers of fixed-dollar amount are made out of fixed account into specified sub-accounts monthly.
Dollar Cost Average
Dollar Cost Average
Systematic Transfer
Dollar Cost Average
Enhanced Dollar Cost Average
Not available in state WA; under Option B and with special dollar cost averaging program. Issuer allows transferring of interest in fixed account to other sub-accounts on monthly basis provided minimum value in fixed account is or exceeds $7,500.
Earning Sweep
If Option A elected recurring optional rebalancing program is not available, instead can rebalance contract value by submitting a request. If Option B elected, rebalancing is done under automatic quarterly rebalancing program.
Asset Rebalancing