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Filing tables
Filing exhibits
- S-1 IPO registration
- 99.3 Articles of Incorporation
- 99.3 By-laws
- 99.4 Form of Single Premium Index-linked Deferred Annuity Contract
- 99.4 Form of Contract Data Pages
- 99.4 Form of Schedule of Allocation Options
- 99.4 Form of Adjusted Daily Values Endorsement with Mva Term Renewal
- 99.4 Form of Adjusted Daily Values Endorsement with No Mva Term Renewal
- 99.4 Form of Strategy Endorsement: Point-to-point with Cap and Buffer
- 99.4 Form of Strategy Endorsement: Point-to-point with Cap
- 99.4 Form of Strategy Endorsement: Uncapped Point-to-point with Buffer
- 99.4 Form of Strategy Endorsement: Dual Direction Point-to-point with Buffer
- 99.4 Form of Strategy Endorsement: Annual Point-to-point with Buffer and Protection
- 99.4 Form of Strategy Endorsement: Quarterly Point-to-point with Buffer and Protectio
- 99.4 Form of Cap Conversion Benefit
- 99.4 Form of Gain Lock Rider
- 99.4 Form of Performance Lock Rider
- 99.4 Form of Enhanced Benefit Rider
- 99.4 Form of Performance Rate Rider
- 99.10 Master Affiliates Management Services Agreement
- 99.21 Subsidiaries of Registrant
- 99.24 Power of Attorney for Anant Bhalla
- 99.24 Power of Attorney for Axel Andr
- 99.24 Power of Attorney for Dewayne Lummus
- 99.24 Power of Attorney for Graham M. Day
- 99.24 Power of Attorney for Jeffrey D. Lorenzen
- 99.24 Power of Attorney for James L. Hamalainen
- EX-FILING FEES Ex-filing Fees
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Exhibit 4b
CONTRACT DATA
| ||
Contract Number | [SPECIMEN] | |
Contract Form: | [RILA] | |
Owner | [John Doe] | |
[Joint Owner | [Mary Doe]] | |
Owner’s Age: | [71] | |
[Joint Owner’s Age: | [0]] | |
Annuitant: | [John Doe] | |
[Joint Annuitant: | [Mary Doe]] | |
Annuitant’s Age: | [71] | |
[Joint Annuitant’s Age: | [0]] | |
Annuitant’s Sex | [Male] | |
[Joint Annuitant’s Sex: | [Male]] | |
Issue Date: | [July 1, 2016] | |
Latest Maturity Date: | [July 1, 2046] | |
Tax Status: | [Non-qualified] | |
Single Premium: | [$100,000.00] | |
Minimum Adjusted Daily Contract Value Allowed: | [$2,000.00] | |
WITHDRAWALS AND SURRENDERS |
Table of Withdrawal Charge Percentages | ||||||||||||||||
Contract Year | 1 | 2 | 3 | 4 | 5 | 6 | 7+ | |||||||||
Percentage | [8.0% | 8.0% | 7.0% | 6.0% | 5.0% | 4.0% | 0.0%] |
Table of Free Withdrawal Percentages | ||||||||||||||||
Contract Year | 1 | 2 | 3 | 4 | 5 | 6 | 7+ | |||||||||
Percentage | [10.0% | 10.0% | 10.0% | 10.0% | 10.0% | 10.0% | 100.0%] |
SETTLEMENT OPTION GUARANTEES |
The settlement option guaranteed interest rate is [1.50%] per year and, if applicable the Mortality Table used will be the [2012 Individual Annuity Mortality (2012 IAM) with projection Scale G].
Mortality Table used for Settlement Options 2 through 5:
[2012 Individual Annuity Mortality (2012 IAM) with projection Scale G]
| Guaranteed Interest Rate for Settlement Options 1 through 5:
[1.5%] |
[Form Number] | [Page Number] |
(This page has been left blank
intentionally.)
[Form Number] | [Page Number] |