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Nirmala
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Lincoln Wealth Pass
Modified over 3 years ago · Lincoln National Life Insurance Company
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DTCC ID
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RIDER TYPE
GLWB
COMPANY
Lincoln National Life Insurance Company
INCEPTION
Sep 16, 2019
Details
BBE
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EEB
Multiplier
Bonus
Vesting
Rollup
Floor
Charge
ABP
New Rider ABP
Identity
NAME
*
INTERNAL CASE NAME
RIDER TYPE
*
Select rider type
GLWB
GMAB
GMIB
GMWB
PRODUCT POLICY TYPE
*
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Fixed Annuity
Indexed Annuity
RILA
Variable Annuity
FORMULA
— None —
INCEPTION DATE
*
Details
CLOSED DATE
WAITING TERM
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Age
Contract year
Days
Months
Years
TARGET ANNIVERSARY YEARS
WAITING PERIOD
CRITERION
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Age at First Withdrawal
Age at issue
Attained Age
Duration
Gender
Others
DESCRIPTION
Case A or C
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Case #
1
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NAME
*
RIDER TYPE
*
Select
GLWB
GMAB
GMIB
GMWB
PRODUCT POLICY TYPE
*
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Fixed Annuity
Indexed Annuity
RILA
Variable Annuity
BENEFIT TYPE
*
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Increasing Income
Inflation Based Income
Level Income
Tiered Income
CONTRACT VALUE
*
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Positive Value
Zero
INCOME PERIOD
*
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Accumulation Phase
After Income Phase
Both
Income Phase
INCEPTION DATE
*
CLOSED DATE
DESCRIPTION
Sub Cases
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Sub Case #
1
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RIDER TYPE
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GLWB
GMAB
GMIB
GMWB
PRODUCT POLICY TYPE
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Fixed Annuity
Indexed Annuity
RILA
Variable Annuity
SINGLE %
JOINT %
AGE BAND 1
AGE BAND 2
GENDER
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Female
Male
UniSex
ISSUE AGE 1
ISSUE AGE 2