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Beacon
Data Entry
Variable Annuity
Systematic transfers
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Nirmala
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Accumulator Series 13.0 Series CP
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Systematic Transfers
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Edit Systematic Transfer
Notes *
Available in Option B. Two options - General Dollar Cost Averaging Program and Fixed-Dollar option under Investment Simplifier. Only one of the two averaging programs can be elected and none with special dollar cost averaging program. For Fixed-Dollar option value in fixed account should be or exceed $5,000. Under Fixed-Dollar option transfers of fixed-dollar amount are made out of fixed account into specified sub-accounts on a monthly.
Scheduled Transfer Type *
Select
Asset Rebalancing
Dollar Cost Average
Earning Sweep
DCA Type *
Select
Dollar Cost Average
Enhanced Dollar Cost Average
Minimums
Min Contract Value *
(%) *
Min Amount *
(%) *
Min Pur Payments *
(%) *
Charges
Charges Included *
Charge Per Transfer ($)
Max Charge Per Transfer ($)
Restrictions, Cancellation & Termination
Restrictions
Cancellation
May be cancelled any time after election.
Termination
May be terminated any time after election.
State Availability
Exception
Alabama (AL)
Alaska (AK)
American Samoa (AS)
Arizona (AZ)
Arkansas (AR)
Bermuda (BERMUDA)
California (CA)
Colorado (CO)
Connecticut (CT)
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