EX-4 4 e150734_ex4iii.htm FORM OF DATA PAGE
Ex. 4(iii)

 
Section 1.   DATA PAGE   CONTRACT NUMBER:   [123456789]
 

1.01   GENERAL INFORMATION      
    Owner(s)     Contract Issue Date
    [John Doe]     [October 1, 2018]
           
    Annuitant(s)     Annuitant(s) Issue Age(s)
    [John Doe]     [35]
           
    Endorsements/Riders Attached:      
  Guaranteed Lifetime Withdrawal Benefit Rider    
  [Declared Rate Account Allocation Option Endorsement]      
  [Individual Retirement Annuity Endorsement]    
  [Roth Individual Retirement Annuity Endorsement]    
           
    Purchase Payment:   $[5,000.00]      
           

1.02   FEES AND CHARGES    
         
    Contract Fee:   [0.50]% per Contract Year
         
    Surrender Charge Schedule:    

  Contract Year 1 2 3 4 5 6 7+
  Surrender Charge % 9% 9% 8% 7% 6% 5% 0%

1.03   WITHDRAWALS
     
    Partial Withdrawal Information:
     
    Minimum Partial Withdrawal Amount: $[100]
    Minimum Surrender Value Remaining After Any Partial Withdrawal: $[2,000]
     
    NOTE: If a partial withdrawal would cause the Surrender Value to be less than the minimum shown above, we will treat your request as a full surrender.

1.04   PAYOUT DATE INFORMATION    
         
    Anticipated Payout Date   Anticipated Income Option
    [10/01/2078]   [Monthly Payments - Life Income Option
        with a 10-Year Guaranteed Period Certain]
    Life Income Rate Type    
    [Based on Gender]    

1.05   ALLOCATION OPTION INFORMATION          
               
    Allocation Option Dates:          
    Initial Allocation Option Start Date:     [October 10, 2018]    
    Initial Allocation Option Maturity Date:     [October 10, 2024]    
    Allocation Option Period:     [6 Years]    
               
    [Declared Rate Account Interest Rate:     3.00%]    
    [Declared Rate Account Minimum Interest Rate:     0.25%]    
               
    “Level A” Allocations on Contract Issue Date:          

Allocation Option Allocation % Maximum Allocation %

[S&P 500 Index]

[50]% [100]%

[Russell 2000 Index]

[50]% [100]%

[MSCI EAFE Index]

[0]% [100]%

[Declared Rate Account]

[0]% [100]%

2018-RILADP


 
Section 1. DATA PAGE continued
 

1.06   RISK CONTROL ACCOUNTS      
           
    Bailout Rates:      
  [Secure Account:]   [1.5]%
  [Growth Account:]   [2.0]%
           
    “Level R” Floors, Caps, and Allocations on Contract Issue Date:

[S&P 500 Index]
Risk Control
Account
Index Rate
Floor*
Initial
Index Rate Cap*
Allocation % Maximum
Allocation %

[Secure Account]

[0]% [7]% [50]% [100]%

[Growth Account]

[-10]% [17]% [50]% [100]%

   [Applicable S&P Index Disclosure Wording will print here, if required.]

[Russell 2000 Index]
Risk Control
Account
Index Rate
Floor*
Initial
Index Rate Cap*
Allocation % Maximum
Allocation %

[Secure Account]

[0]% [7]% [50]% [100]%

[Growth Account]

[-10]% [17]% [50]% [100]%

   [Applicable Russell 2000 Index Disclosure Wording will print here, if required.]

[MSCI EAFE Index]
Risk Control
Account
Index Rate
Floor*
Initial
Index Rate Cap*
Allocation % Maximum
Allocation %

[Secure Account]

[0]% [7]% [50]% [100]%

[Growth Account]

[-10]% [17]% [50]% [100]%

   [Applicable MSCI EAFE Index Disclosure Wording will print here, if required.]

  * The Contract Fee shown in Section 1.02 is deducted as part of the Accumulation Credit Factor calculation, as described in Section 2.01. Therefore, your actual rate of return (determined by comparing your beginning Risk Control Account Value to your ending Risk Control Account Value for a given Contract Year) could be less than the Index Rate Floor and Index Rate Cap shown above.

  Market Value Adjustment Indices:
  Market Value Adjustment Index 1: [Constant Maturity Treasury]
  Market Value Adjustment Index 2: [Bank of America/Merrill Lynch Index for Corporates][*]
   
  [* Applicable Bank of America/Merrill Lynch Index Disclosure Wording will print here, if required.]