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Data Entry
Variable Annuity
Rider charges
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Nirmala
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LW
● Terminated
Lincoln Wealth Pass
Modified about 1 year ago
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DTCC ID
—
RIDER TYPE
GLWB
COMPANY
—
INCEPTION
Sep 16, 2019
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
Age at First Withdrawal
Age at issue
Attained Age
Duration
Gender
Others
DESCRIPTION
Owner will pay a charge for the rider for as long as the rider is in effect. charge rate is based on the age of the covered life on the rider effective date, multiplied by the rider charge base, which is equal to initial Protected Amount, as increased for subsequent Purchase Payments and decreased for Excess withdrawal
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
The rider charge rate may increase annually on the Benefit Year anniversary at Lincolnâs sole discretion, up to the stated guaranteed maximum charge rate. The first increase to the charge rate will not occur before 5 years from the rider effective date.
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
The rider charge rate may increase annually on the Benefit Year anniversary at Lincolnâs sole discretion, up to the stated guaranteed maximum charge rate. The first increase to the charge rate will not occur before 5 years from the rider effective date.
Fee Increase Option
Benefit Base Impact
Single Life
Joint Life
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