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Lincoln Lifetime Income Advantage

Modified over 4 years ago

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DTCC ID —

RIDER TYPE GLWB

COMPANY —

INCEPTION —

Details BBE Reset EEB Multiplier Bonus Vesting Rollup Floor Charge ABP

Identity

NAME *

INTERNAL CHARGE CASE NAME

RIDER TYPE *

PRODUCT POLICY TYPE *

INCEPTION DATE *

Details

CLOSED DATE

CRITERION

DESCRIPTION

Case A or C

Case #1

RIDER TYPE *

PRODUCT POLICY TYPE *

CHARGE BASIS TYPE *

CHARGE FREQUENCY *

DEDUCTED WHEN

CURRENT CHARGE

MAX CHARGE

BEGIN YEAR

END YEAR

CHARGE TERM

SIMPLE / COMPOUND

FORMULA

BENEFIT BASE REDUCE

FEE INCREASE DESCRIPTION

Fee Increase Option Benefit Base Impact Single Life Joint Life

Case #2

RIDER TYPE *

PRODUCT POLICY TYPE *

CHARGE BASIS TYPE *

CHARGE FREQUENCY *

DEDUCTED WHEN

CURRENT CHARGE

MAX CHARGE

BEGIN YEAR

END YEAR

CHARGE TERM

SIMPLE / COMPOUND

FORMULA

BENEFIT BASE REDUCE

FEE INCREASE DESCRIPTION

Fee Increase Option Benefit Base Impact Single Life Joint Life

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