Index Options Contract Schedule |
Owner: [John Doe] Contract Number: [??687456]
Owner’s Age Issue Date: [04/15/10]
and gender: [35 Male] Annuitant: [John Doe]
[Joint Owner: [Jane Doe]] Annuitant’s Age
[Joint Owner’s and gender: [35 Male]
Age and gender: [35 Female]]
Allocation Guidelines:
[1. Currently, you can select up to [5] of the Index Protection Strategy with Declared Protection Strategy Credit Index Options.
2. Currently, you can select up to [5] of the Index Protection Strategy with Cap Index Options.
3. Currently, you can select up to [5] of the Index Performance Strategy II Index Options.
4. Currently, you can select up to [5] of the Index Performance Strategy III Index Options.
5. Currently, you can select up to [5] of the Index Guard Strategy Index Options.
6. Currently, you can select up to [5] of the Index Precision Strategy Index Options.
7. Currently, you can select up to a maximum of [15] Index Options.
8. Allocations must be made in whole percentages.]
Index Options:
[On the Income Benefit Date, for any Index Option that has not reached a Term End Date, we will lock the Index Option Value before we calculate Income Payments.]
[Part [A] Index Option Rider(s):]
[Index Performance Strategy II Index Options
Index | Buffer for all Terms | Minimum Cap for all Terms | Term |
[S&P 500® Index | [10.00]% | [3.00]% | [1 Index Year]] |
[Nasdaq-100® Index | [10.00]% | [3.00]% | [1 Index Year]] |
[Russell 2000® Index | [10.00]% | [3.00]% | [1 Index Year]] |
[EURO STOXX 50® | [10.00]% | [3.00]% | [1 Index Year]] |
[iShares® MSCI Emerging Markets ETF | [10.00]% | [3.00]% | [1 Index Year]]] |
Index Options Contract Schedule continued from the previous page |
[Index Performance Strategy III Index Options
Index | Buffer for all Terms | Minimum Cap for all Terms | Minimum Participation Rate for all Terms | Term |
[S&P 500® Index | [10.00]% | [1.50]% | [100.00]% | [3 Index Years]] |
[Nasdaq-100® Index | [10.00]% | [1.50]% | [100.00]% | [3 Index Years]] |
[Russell 2000® Index | [10.00]% | [1.50]% | [100.00]% | [3 Index Years]] |
[EURO STOXX 50® | [10.00]% | [1.50]% | [100.00]% | [3 Index Years]] |
[iShares® MSCI Emerging Markets ETF | [10.00]% | [1.50]% | [100.00]% | [3 Index Years]] |
[S&P 500® Index | [20.00]% | [1.50]% | [100.00]% | [3 Index Years]] |
[Nasdaq-100® Index | [20.00]% | [1.50]% | [100.00]% | [3 Index Years]] |
[Russell 2000® Index | [20.00]% | [1.50]% | [100.00]% | [3 Index Years]] |
[EURO STOXX 50® | [20.00]% | [1.50]% | [100.00]% | [3 Index Years]] |
[iShares® MSCI Emerging Markets ETF | [20.00]% | [1.50]% | [100.00]% | [3 Index Years]] |
[S&P 500® Index | [10.00]% | [1.50]% | [100.00]% | [6 Index Years]] |
[Nasdaq-100® Index | [10.00]% | [1.50]% | [100.00]% | [6 Index Years]] |
[Russell 2000® Index | [10.00]% | [1.50]% | [100.00]% | [6 Index Years]] |
[EURO STOXX 50® | [10.00]% | [1.50]% | [100.00]% | [6 Index Years]] |
[iShares® MSCI Emerging Markets ETF | [10.00]% | [1.50]% | [100.00]% | [6 Index Years]]] |
[Index Guard Strategy Index Options
Index | Floor for all Index Years | Minimum Cap for all Index Years | Term |
[S&P 500® Index | [-10.00]% | [3.00]% | [1 Index Year]] |
[Nasdaq-100® Index | [-10.00]% | [3.00]% | [1 Index Year]] |
[Russell 2000® Index | [-10.00]% | [3.00]% | [1 Index Year]] |
[EURO STOXX 50® | [-10.00]% | [3.00]% | [1 Index Year]] |
[iShares® MSCI Emerging Markets ETF | [-10.00]% | [3.00]% | [1 Index Year]]] |
Index Options Contract Schedule continued from the previous page |
[Index Precision Strategy Index Options
Index | Buffer for all Index Years | Minimum Precision Rate for all Index Years | Term |
[S&P 500® Index | [10.00]% | [3.00]% | [1 Index Year]] |
[Nasdaq-100® Index | [10.00]% | [3.00]% | [1 Index Year]] |
[Russell 2000® Index | [10.00]% | [3.00]% | [1 Index Year]] |
[EURO STOXX 50® | [10.00]% | [3.00]% | [1 Index Year]] |
[iShares® MSCI Emerging Markets ETF | [10.00]% | [3.00]% | [1 Index Year]]] |
[Part [B] Index Option Rider(s):]
[Index Protection Strategy with Declared Protection Strategy
Credit Index Options
Index | Minimum Declared Protection Strategy Credit for all Index Years | Term |
[S&P 500® Index | [0.50]% | [1 Index Year]] |
[Nasdaq-100® Index | [0.50]% | [1 Index Year]] |
[Russell 2000® Index | [0.50]% | [1 Index Year]] |
[EURO STOXX 50® | [0.50]% | [1 Index Year]] |
[iShares® MSCI Emerging Markets ETF | [0.50]% | [1 Index Year]]] |
[Index Protection Strategy with Cap Index Options
Index | Minimum Cap for all Index Years | Term |
[S&P 500® Index | [0.50]% | [1 Index Year]] |
[Nasdaq-100® Index | [0.50]% | [1 Index Year]] |
[Russell 2000® Index | [0.50]% | [1 Index Year]] |
[EURO STOXX 50® | [0.50]% | [1 Index Year]] |
[iShares® MSCI Emerging Markets ETF | [0.50]% | [1 Index Year]]] |
The indexes do not reflect the dividends paid on the stocks underlying the market indexes.
Index Options Contract Schedule continued from the previous page |