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Basic Info
CUSIP NUMBER
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CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
ForeCare is a single premium deferred annuity with Long-Term Care Benefits and may include a market value adjustment. The initial minimum contribution is $35,000 for Single and Joint (Standard and Premier), Net of any Optional rider charges if elected (state variations apply). 10% of the beginning of year Contract Value can be withdrawn each year without incurring Withdrawal Charges, except in any year where a full surrender occurs. Long term care benefit claims will reduce the amount available for the 10% Free Withdrawals. Systematic withdrawals are an option. Surrender charges nine years in duration (8,8,7,6,5,4,3,2,1) and are waived when Long-Term Care Benefits are payable for that covered Service under the following benefits: 1. The Home Health Care Services; 2. The Assisted Living Facility Services; 3. The Nursing Home Facility Services; or 4. The Bed Reservation Services. Withdrawals and taxable distributions may be subject to ordinary income tax and if made prior to age 59 1/2, may also be subject to a 10% federal income tax penalty. Early surrender charges may also apply. Guarantees based on claims paying ability of insurer. Products / features may not be available in all states. This is an annuity contract issued by an insurance company and not a bank product protected by the FDIC.
Contributions & Waivers
CONTRIBUTIONS
Contributions
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Contribution #392
WAIVERS
Waivers
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Waiver #1063
Waiver #1064
WITHDRAWALS
Withdrawals
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Withdrawal #389
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
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Transaction #385
SYSTEMATIC TRANSFERS
Systematic Transfers
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No Systematic Transfers available.
BONUSES
Bonuses
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Bonus #864
Features & Benefits
FEATURES
Features
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No Features available.
COMBINE BENEFITS
Combine Benefits
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No Combine Benefits available.
GUARANTEES
Guarantees
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Guarantee #390
Investments
SETTLEMENTS
Settlements
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Settlement #385
FIXED ACCOUNTS
Fixed Accounts
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No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
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No Indexed Accounts available.
Riders & Models
ALLOCATION MODELS
Allocation Models
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No Allocation Models available.
LBR RIDERS
LBR Riders
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No LBR Riders available.
DBR RIDERS
DBR Riders
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No DBR Riders available.
Charges
INITIAL SALES
Initial Sales
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Initial Sale #388
M&E CHARGES
M&E Charges
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No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
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Surrender #536
Plans & Other
AGE
Age
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Age #390
PRODUCT PLANS
Product Plans
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403 (b)
IRA
IRA Rollover
IRA Transfer
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SEP IRA
CHARGES
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Charge #385
State Availability
Exception
Alabama (AL)
Alaska (AK)
American Samoa (AS)
Arizona (AZ)
Arkansas (AR)
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California (CA)
Colorado (CO)
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GROUP
—
COMPANY
Columbia Universal Life Insurance Company
TYPE
Fixed Annuity
INCEPTION
Jan 13, 1999
‹
Overview
Product Information
Benefits & Guarantees
Financial
CUSIP
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Allocation Model
Investment Requirement
›
Edit CUSIP
Basic Info
CUSIP NUMBER
*
CUSIP NAME
*
INCEPTION DATE
*
CLOSE DATE
CUSIP NOTE
SCRAP BOOK
ForeCare is a single premium deferred annuity with Long-Term Care Benefits and may include a market value adjustment. The initial minimum contribution is $35,000 for Single and Joint (Standard and Premier), Net of any Optional rider charges if elected (state variations apply). 10% of the beginning of year Contract Value can be withdrawn each year without incurring Withdrawal Charges, except in any year where a full surrender occurs. Long term care benefit claims will reduce the amount available for the 10% Free Withdrawals. Systematic withdrawals are an option. Surrender charges nine years in duration (8,8,7,6,5,4,3,2,1) and are waived when Long-Term Care Benefits are payable for that covered Service under the following benefits: 1. The Home Health Care Services; 2. The Assisted Living Facility Services; 3. The Nursing Home Facility Services; or 4. The Bed Reservation Services. Withdrawals and taxable distributions may be subject to ordinary income tax and if made prior to age 59 1/2, may also be subject to a 10% federal income tax penalty. Early surrender charges may also apply. Guarantees based on claims paying ability of insurer. Products / features may not be available in all states. This is an annuity contract issued by an insurance company and not a bank product protected by the FDIC.
Contributions & Waivers
CONTRIBUTIONS
Contributions
Select all
Contribution #392
WAIVERS
Waivers
Select all
Waiver #1063
Waiver #1064
WITHDRAWALS
Withdrawals
Select all
Withdrawal #389
Transfers & Bonuses
TRANSACTION TRANSFERS
Transaction Transfers
Select all
Transaction #385
SYSTEMATIC TRANSFERS
Systematic Transfers
Select all
No Systematic Transfers available.
BONUSES
Bonuses
Select all
Bonus #864
Features & Benefits
FEATURES
Features
Select all
No Features available.
COMBINE BENEFITS
Combine Benefits
Select all
No Combine Benefits available.
GUARANTEES
Guarantees
Select all
Guarantee #390
Investments
SETTLEMENTS
Settlements
Select all
Settlement #385
FIXED ACCOUNTS
Fixed Accounts
Select all
No Fixed Accounts available.
INDEXED ACCOUNTS
Indexed Accounts
Select all
No Indexed Accounts available.
Riders & Models
ALLOCATION MODELS
Allocation Models
Select all
No Allocation Models available.
LBR RIDERS
LBR Riders
Select all
No LBR Riders available.
DBR RIDERS
DBR Riders
Select all
No DBR Riders available.
Charges
INITIAL SALES
Initial Sales
Select all
Initial Sale #388
M&E CHARGES
M&E Charges
Select all
No M&E Charges available.
SURRENDER CHARGES
Surrender Charges
Select all
Surrender #536
Plans & Other
AGE
Age
Select all
Age #390
PRODUCT PLANS
Product Plans
Select all
403 (b)
IRA
IRA Rollover
IRA Transfer
Non-Qualified
Others
SEP IRA
CHARGES
Charges
Select all
Charge #385
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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