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Data Entry
Variable Annuity
Rider charges
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Nirmala
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GL
● Terminated
Guaranteed Lifetime Income Advantage
Modified over 5 years ago
Edit
DTCC ID
—
RIDER TYPE
GLWB
COMPANY
—
INCEPTION
—
Details
BBE
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EEB
Multiplier
Bonus
Vesting
Rollup
Floor
Charge
ABP
Edit Rider Charge
Identity
NAME
*
INTERNAL CHARGE CASE 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
The charge is multiplied by the Payment Base as of the last day of each calendar quarter and divided by 4. Charges are not deducted during the Guaranteed Payment Phase.
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
CHARGE BASIS TYPE
*
Account Value
Accumulation Value
Benefit Base
Earnings
Fixed Account Value
Indexed Account Value
Interest Bonus
Others
Purchase Payments
Variable Account Value
CHARGE FREQUENCY
*
Select
Annually
Approved By Issuer
Bi-Monthly
Contract Anniversary
Daily
Monthly
Others
Quarterly
Requested
Semi-Annually
DEDUCTED WHEN
Annually
Approved By Issuer
Bi-Monthly
Contract Anniversary
Daily
Monthly
Others
Quarterly
Requested
Semi-Annually
CURRENT CHARGE
MAX CHARGE
BEGIN YEAR
END YEAR
CHARGE TERM
Select
Age
Contract year
Days
Months
Years
SIMPLE / COMPOUND
Select
Compound
Simple
FORMULA
— None —
BENEFIT BASE REDUCE
Select
Dollar for Dollar
Proportionally
FEE INCREASE DESCRIPTION
Fee Increase Option
Benefit Base Impact
Single Life
Joint Life
Case #
2
✕ Remove
RIDER TYPE
*
GLWB
GMAB
GMIB
GMWB
PRODUCT POLICY TYPE
*
Fixed Annuity
Indexed Annuity
RILA
Variable Annuity
CHARGE BASIS TYPE
*
Account Value
Accumulation Value
Benefit Base
Earnings
Fixed Account Value
Indexed Account Value
Interest Bonus
Others
Purchase Payments
Variable Account Value
CHARGE FREQUENCY
*
Select
Annually
Approved By Issuer
Bi-Monthly
Contract Anniversary
Daily
Monthly
Others
Quarterly
Requested
Semi-Annually
DEDUCTED WHEN
Annually
Approved By Issuer
Bi-Monthly
Contract Anniversary
Daily
Monthly
Others
Quarterly
Requested
Semi-Annually
CURRENT CHARGE
MAX CHARGE
BEGIN YEAR
END YEAR
CHARGE TERM
Select
Age
Contract year
Days
Months
Years
SIMPLE / COMPOUND
Select
Compound
Simple
FORMULA
— None —
BENEFIT BASE REDUCE
Select
Dollar for Dollar
Proportionally
FEE INCREASE DESCRIPTION
Fee Increase Option
Benefit Base Impact
Single Life
Joint Life
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