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Data Entry
Variable Annuity
Rider charges
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Nirmala
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● Terminated
TrueIncome - Highest Daily 7
Modified over 10 years ago
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DTCC ID
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RIDER TYPE
GLWB
COMPANY
—
INCEPTION
—
Details
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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
Current rider charges are based on the greater of the policy value or benefit base. Rider fees are deducted on quarterly anniversaries of the rider effective date and begin on the date the rider takes effect.
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
*
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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
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Age
Contract year
Days
Months
Years
SIMPLE / COMPOUND
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Compound
Simple
FORMULA
— None —
BENEFIT BASE REDUCE
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Dollar for Dollar
Proportionally
FEE INCREASE DESCRIPTION
Fee Increase Option
Benefit Base Impact
Single Life
Joint Life
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