EX-99.4.b. Schedule Pages
Contract Schedule
| | | | | | |
Owner: | | [John Doe] | | Contract Number: | | [??687456] |
[Joint Owner: | | [Jane Doe]] | | Issue Date: | | [04/15/10] |
Annuitant: | | [John Doe] | | Scheduled Annuity Date: | | [04/01/65] |
Determining Life (Lives): | | [John Doe] | | Maximum Issue Age: | | [80] |
| | [Jane Doe] | | | | |
Purchase Payments
| | |
Initial Purchase Payment: | | $[10,000.00] |
Minimum Additional Purchase Payment: | | $[50.00] |
Maximum Total Purchase Payments: | | $1 million; higher amounts may be accepted with our approval |
Transfers
| | |
Number of Free Transfers Permitted: | | [12] each Contract Year |
Transfer Fee: | | $25.00 for each transfer in excess of the free transfers permitted |
Transfer Index Anniversary: | | Every [Sixth] Index Anniversary |
Contract Charges
| | |
Product Fee: | | [1.25]% |
Contract Maintenance Charge: | | $[50.00] each Contract Year |
Designated Amount: | | Contract Value must be $[100,000.00] to waive the Contract Maintenance Charge |
Withdrawals
| | |
Minimum Partial Withdrawal: | | $[100.00] |
Minimum Required Value: | | $[2,000.00] |
Free Withdrawal Amount: | | [10]% of total Purchase Payments |
Withdrawal Charge Percentages Table
| | | | |
Number of Complete Years Since Receipt of Purchase Payment | | Charge | |
0 | | | 8.5 | % |
1 | | | 8 | % |
2 | | | 7 | % |
3 | | | 6 | % |
4 | | | 5 | % |
5 | | | 4 | % |
6 years or more | | | 0 | % |
Annuity Payments
| | |
Minimum Annuity Payment: | | $[100.00] |
Annuity Mortality Table: | | [Annuity 2000 Mortality Table] |
Minimum Annual Annuity Payment Rate: | | [1.00]% |
Riders:
[The applicable riders based on the information from the application will populate this area.]
3
Guaranteed Purchase Rate Table
Upon request, we will furnish rates for ages and guaranteed periods not shown.
Annuity Options—Guaranteed monthly annuity payments per $1,000
| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
| | Option 1 | | | Option 2 | | | Option 3 | | | Option 4 | | | Option 5 | |
| | | | | 10-year guaranteed period | | | 20-year guaranteed period | | | 100% joint and survivor | | | 10-year guaranteed period | | | | |
Age on Annuity Date | | Male | | | Female | | | Male | | | Female | | | Male | | | Female | | | Male & Female Same Age | | | Male & Female Same Age | | | Male | | | Female | |
30 | | | [2.08 | | | | 1.97 | | | | 2.08 | | | | 1.97 | | | | 2.07 | | | | 1.97 | | | | 1.84 | | | | 1.84 | | | | 2.00 | | | | 1.92 | |
40 | | | 2.45 | | | | 2.29 | | | | 2.45 | | | | 2.29 | | | | 2.42 | | | | 2.28 | | | | 2.10 | | | | 2.10 | | | | 2.29 | | | | 2.19 | |
50 | | | 3.02 | | | | 2.78 | | | | 3.00 | | | | 2.77 | | | | 2.92 | | | | 2.73 | | | | 2.49 | | | | 2.49 | | | | 2.70 | | | | 2.57 | |
60 | | | 3.95 | | | | 3.57 | | | | 3.87 | | | | 3.53 | | | | 3.59 | | | | 3.37 | | | | 3.12 | | | | 3.11 | | | | 3.29 | | | | 3.14 | |
70 | | | 5.66 | | | | 5.03 | | | | 5.28 | | | | 4.83 | | | | 4.24 | | | | 4.13 | | | | 4.22 | | | | 4.20 | | | | 4.18 | | | | 4.00 | |
80 | | | 8.93 | | | | 8.09 | | | | 7.07 | | | | 6.79 | | | | 4.55 | | | | 4.53 | | | | 6.37 | | | | 6.04 | | | | 5.54 | | | | 5.38 | |
90 | | | 15.24 | | | | 14.64 | | | | 8.36 | | | | 8.30 | | | | 4.59 | | | | 4.59 | | | | 10.68 | | | | 7.98 | | | | 7.66 | | | | 7.50 | ] |
[3A]
Variable Options Contract Schedule
| | | | | | |
Owner: | | [John Doe] | | Contract Number: | | [??687456] |
[Joint Owner: | | [Jane Doe]] | | Issue Date: | | [04/15/10] |
Annuitant: | | [John Doe] | | Scheduled Annuity Date: | | [04/15/65] |
Allocation Guidelines:
1. [Currently, you can select up to [3] of the Variable Options. This number will not decrease after the Issue Date.]
2. Allocations must be made in whole percentages.
Variable Options:
Variable Account:[Allianz Life of New York Variable Account C]
[AZL Money Market Fund
AZL MVP Balanced Index Strategy Fund
AZL MVP Growth Index Strategy Fund]