Beacon Data Entry
Variable Annuity Transactions

First 5 transfers in a rolling 6-month look-back period may be made by U.S. Mail. 6th transfer in a 6-Month Rolling Period triggers U.S. Mail method of transfer. During income phase, limited to 1 transfer per month between sub-accounts; transfers to and from fixed account not permitted.

Policy Type: Variable Annuity
Income Phase Applicable: No
Current CHG Available: No
Exceptions: No
States Available:
States Exception:
Transfer Mode: Telephone, Internet

Before Payout Start Date

Unlimited Transfers: No
Max Transfers Per Year:
Free Transfers Per Year: 15
Charge Per Transfer ($): 10
Max Charge Per Transfer ($):
From Fixed Account (MVA/EIA): No

After Payout Start Date

Unlimited Transfers: No
Max Transfers Per Year: 12
Free Transfers Per Year:
Charge Per Transfer ($):
From Fixed Account (MVA/EIA): No

Options

DCA Included: No
Rebalancing: No
Asset Allocation: No
Sweep Included: No