Beacon Data Entry

GL

● Terminated

Guaranteed Lifetime Withdrawal Benefit

Modified over 5 years ago

DTCC ID —

RIDER TYPE GLWB

COMPANY —

INCEPTION —

Details BBE Reset EEB Multiplier Bonus Vesting Rollup Floor Charge ABP

Identity

NAME *

RIDER TYPE *

PRODUCT POLICY TYPE *

BONUS TYPE *

FORMULA

INCEPTION DATE *

Description

BONUS DESCRIPTION

Applicability

Account Value Benefit Base

Case #1

NAME *

INTERNAL CASE NAME

RIDER TYPE *

PRODUCT POLICY TYPE

INCEPTION DATE *

PERCENTAGE

BONUS ELIGIBILITY

BONUS BEGIN YEAR

BONUS END YEAR

MIN PURCHASE PAYMENT

MAX PURCHASE PAYMENT

MIN CONTRACT VALUE

MIN AGE

MAX AGE

Cumulative Based

CASE DESCRIPTION

STATE AVAILABILITY

Exception

Not available in states

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