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Variable Annuity
Rider rollups
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Nirmala
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Income Maximizer Rider
Modified 10 months ago
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DTCC ID
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RIDER TYPE
GLWB
COMPANY
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INCEPTION
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Identity
NAME
*
INTERNAL ROLLUP NAME
RIDER TYPE
*
GLWB
GMAB
GMIB
GMWB
PRODUCT POLICY TYPE
*
Fixed Annuity
Indexed Annuity
RILA
Variable Annuity
INCEPTION DATE
Details
CLOSED DATE
CRITERION
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Age at First Withdrawal
Age at issue
Attained Age
Duration
Gender
Others
DESCRIPTION
Guaranteed interest credit is calculated by multiplying adjusted premium by the guaranteed interest credit rate, where adjusted premium is equal to the total premiums paid reduced proportionally for any withdrawals or surrenders taken.
INTERNAL NOTES
Case A or C
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Case #
1
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RIDER TYPE
*
GLWB
GMAB
GMIB
GMWB
PRODUCT POLICY TYPE
*
Fixed Annuity
Indexed Annuity
RILA
Variable Annuity
SINGLE %
JOINT %
BEGIN YEAR
END YEAR
MIN AGE
MAX AGE
ROLLUP TERM
Age
Contract year
Days
Months
Years
SIMPLE / COMPOUND
Compound
Simple
FORMULA
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