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Beacon
Data Entry
Variable Annuity
Rider rollups
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Nirmala
Signed in as Nirmala
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SI
● Terminated
Simple Income Option
Modified about 6 years ago
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DTCC ID
—
RIDER TYPE
GLWB
COMPANY
—
INCEPTION
—
Details
BBE
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EEB
Multiplier
Bonus
Vesting
Rollup
Floor
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ABP
Edit Rider Rollup
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
Select
Age at First Withdrawal
Age at issue
Attained Age
Duration
Gender
Others
DESCRIPTION
Rollup credits cannot increase the benefit base to more than the rollup cap of 250% of the purchase payment amount. The roll up period ends and credit stops, at the start of taking income payments.
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
— None —
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