Beacon Data Entry

IB

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Income Benefit

Modified 6 months ago

DTCC ID —

RIDER TYPE GLWB

COMPANY —

INCEPTION May 01, 2023

Details BBE Reset EEB Multiplier Bonus Vesting Rollup Floor Charge ABP

Identity

NAME *

INTERNAL CASE NAME

RIDER TYPE *

PRODUCT POLICY TYPE *

FORMULA

INCEPTION DATE *

Details

CLOSED DATE

WAITING TERM

TARGET ANNIVERSARY YEARS

WAITING PERIOD

CRITERION

DESCRIPTION

Case A or C

Case #1

NAME *

RIDER TYPE *

PRODUCT POLICY TYPE *

BENEFIT TYPE *

CONTRACT VALUE *

INCOME PERIOD *

INCEPTION DATE *

CLOSED DATE

DESCRIPTION

Sub Cases + Add Sub Case

Sub Case #1

RIDER TYPE

PRODUCT POLICY TYPE

SINGLE %

JOINT %

AGE BAND 1

AGE BAND 2

GENDER

ISSUE AGE 1

ISSUE AGE 2

Case #2

NAME *

RIDER TYPE *

PRODUCT POLICY TYPE *

BENEFIT TYPE *

CONTRACT VALUE *

INCOME PERIOD *

INCEPTION DATE *

CLOSED DATE

DESCRIPTION

Sub Cases + Add Sub Case

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