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Accumulator Plus '02 Series
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Systematic Transfers
Accumulator Plus '02 Series - Systematic Transfers
+ New Systematic Transfer
Notes
Transfer Type
DCA Type
Actions
If contract value in EQ/Money Market option is at least $5,000, owner may choose, to have a specified dollar amount or percentage of contract value transferred from that option to other variable investment options. Dollar Cost Averaging is not available with Fixed-dollar option. Minimum transfer amount under Fixed-dollar option is $50; all other conditions are same as general dollar cost averaging.
Dollar Cost Average
Dollar Cost Average
Systematic Transfer
Dollar Cost Average
Enhanced Dollar Cost Average
Owner must have at least $7,500 in guaranteed interest option on date of election.
Earning Sweep
There are two options available - Option I and Option II. Option I allows to rebalance contract value among variable investment options and Option II allows to rebalance among variable investment options and guaranteed interest option.
Asset Rebalancing