B
Beacon
Data Entry
Variable Annuity
Transactions
⌘K
N
Nirmala
Signed in as Nirmala
Settings
Sign out
Products
›
Accumulator Series 11.0 Series B
›
Transactions
›
Edit
Edit Transaction
Notes
During accumulation phase, maximum amount that may be transferred from fixed account during a contract year is 25% of contract value. During income phase, not permitted. Charge for transfers does not apply in CT.
Before Payout Start Date
Unlimited Transfers
Max Transfers Per Contract Year
Free Transfers Per Contract Year
Charge Per Transfer ($)
Max Charge Per Transfer ($)
Min From Sub-Account ($)
(%)
Notes
Min To Sub-Account ($)
(%)
Notes
Min From Index Account ($)
(%)
Notes
Min To Index Account ($)
(%)
Notes
Min From Fixed Account ($)
(%)
Notes
Min To Fixed Account ($)
(%)
Notes
From Fixed Account - MVA/EIA
DCA Included
Rebalancing Included
Asset Allocation Included
Sweep Included
After Payout Start Date
Unlimited Transfers
Max Transfers Per Contract Year
Free Transfers Per Contract Year
Charge Per Transfer ($)
Min From Sub-Account ($)
(%)
Notes
Min To Sub-Account ($)
(%)
Notes
Min From Index Account ($)
(%)
Notes
Min To Index Account ($)
(%)
Notes
Min From Fixed Account ($)
(%)
Notes
Min To Fixed Account ($)
(%)
Notes
From Fixed Account - MVA/EIA
Transfer Mode
Written
Telephone
Internet
Fax
Voice Response Unit
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)
→
←
Not available in states
Scrap Book
Cancel
Back to Transactions