Joint Annuitant Issue Age Sample Clauses

Joint Annuitant Issue Age. Joint Annuitant Date of Birth . Joint Annuitant Gender . Issue State (annuitant) . Resident State (annuitant) . Total Account Value . Calendar year to date Premiums . GMDB Type . GMDB Rider Charge Rate . GMDB Termination Date . Annual Step-Up GMDB Value (generated with month end values, rather than values as of run date)
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Joint Annuitant Issue Age. Joint Annuitant Date of Birth . Joint Annuitant Gender . Issue State (annuitant) . Resident State (annuitant) . Total Account Value . Calendar year to date Premiums . GMDB Type . GMDB Rider Charge Rate . GMDB Termination Date . Annual Step-Up GMDB Value (generated with month end values, rather than values as of run date) . 5% Rollup GMDB Value (generated with month end values, rather than values as of run date) . Earnings Protector GMDB Base (generated with month end values, rather than values as of run date) . Protected Payment Death Benefit Base (generated with month end values, rather than values as of run date) . GMWB Type . GMWB Rider Charge Rate . GMWB Benefit Base . GMWB Rollup Value . GMWB Ratchet Value . GMWB Latest Reset Date . GMWB Termination Date . Systematic Withdrawal Indicator . Sum of Initial premiums and all Subsequent premiums under the contract, from inception through Valuation Date . Sum of all Withdrawals under the contract, including any Withdrawal Charges, from inception through Valuation Date . Withdrawal Indicator (if contract has active rider and there has been at least one withdrawal after the later of Rider Effective Date or most recent Reset Date) . Qualified/non-qualified indicator . Portfolio Option indicator Weekly Seriatim Fund Detail File . Company Code . Policy Number . Fund Name . Account Value . Percentage of Total EXHIBIT A continued Weekly Seriatim GMWB Systematic Withdrawal File . Company Code . Policy . Start Date . Stop Date . Frequency . Withdrawal Type . Amount . Percentage Quarterly Seriatim Data File
Sample 1

Related to Joint Annuitant Issue Age

  • ANNUITANT The Annuitant is the person on whose life Annuity Payments are based. The Annuitant is the person designated by you subject to our underwriting rules then in effect. The Annuitant may not be changed in a Contract which is owned by a non-individual.

  • Death of Annuitant If the natural Owner and Annuitant are different, and the Annuitant dies before the Annuity Date, the Owner becomes the Annuitant until the Owner elects a new Annuitant. If there are Joint Annuitants, upon the death of any Annuitant prior to the Annuity Date, the Owner may elect a new Joint Annuitant. However, if the Owner is a non-natural person, We will treat the death of any Annuitant as the death of the "Primary Annuitant" and as the death of the Owner, see DEATH PROVISIONS.

  • CONTINGENT ANNUITANT The person designated by the Owner who, upon the Annuitant's death prior to the Annuity Commencement Date, becomes the Annuitant.

  • Fixed Annuity 10 1.16 Fund(s) ........................................................... 10 1.17

  • Qualified Joint and Survivor Annuity Unless an optional form of benefit is selected pursuant to a qualified election within the 90-day period ending on the annuity starting date, a married Participant's Vested account balance will be paid in the form of a qualified joint and survivor annuity and an unmarried Participant's Vested account balance will be paid in the form of a life annuity. The Participant may elect to have such annuity distributed upon attainment of the earliest retirement age under the Plan.

  • Life Annuity In addition to the rules imposed by the Act, a life annuity purchased with the property of the Plan must comply with Pension Legislation and must be established for the Annuitant’s life. However, if the Annuitant has a Spouse on the date payments under the life annuity begin, the life annuity must be established for the lives jointly of the Annuitant and the Annuitant’s Spouse, unless the Spouse has provided a waiver in the form and manner required by Pension Legislation. Where the surviving Spouse is entitled to payments under the life annuity after the Annuitant’s death, those payments must be at least 60 percent of the amount to which the Annuitant was entitled prior to the Annuitant’s death. The life annuity may not differentiate based on gender except to the extent permitted by Pension Legislation.

  • Spousal Coverage Any new Participants to the COG, after June 30, 2015, with working spouses who have the ability to be covered under an insurance plan through his/her place of employment, will be required to take his/her plan as their primary plan. This provision does not apply to a participant who had insurance with one COG employer and immediately thereafter, moved to another COG employer. If the spouse is required to pay forty (40%) percent or more of the premium with his/her employer, the requirements of this section shall not apply.

  • Annuity 24.1 If the policy schedule states that the insured amount is a surviving dependant's annuity within the meaning of Section 3.125(1)(b) of the Income Tax Act 2001, this article shall apply. a. The entitlement to an annuity payment cannot be surrendered, disposed of, divulged or used as security and, in general, no legal action can be taken with regard to this insurance that may lead the tax authorities to take back the premium deduction they received for this insurance in the past. b. The insurer shall be held liable by law for the payment of the wage and income tax and revision interest owed by the policyholder or the person entitled to an annuity as soon as a circumstance referred to under point a arises. c. The insurer will then be entitled to set off the amount of the maximum wage and income tax and revision interest due against the value of the insured annuity(s), irrespective of whether these are paid out or not.

  • Domestic Partners; Spouses; Gender Discrimination If the Contract Amount is $100,000 or more, Contractor certifies that it is in compliance with PCC 10295.3, which places limitations on contracts with contractors who discriminate in the provision of benefits regarding marital or domestic partner status.

  • ANNUITY OPTIONS The following Annuity Options are available under this Contract. Additional options may become available in the future:

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