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Data Entry
Variable Annuity
Rider rollups
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Nirmala
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Income Ascender
Modified 4 months ago
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DTCC ID
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RIDER TYPE
GLWB
COMPANY
—
INCEPTION
Jan 05, 2026
Details
BBE
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EEB
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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 are not applied to purchase payments received after the first contract year. Credits cannot increase the benefit base to more than the income rollup cap of 250% of the purchase payment amount.
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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