EX-4.BIV 5 ex4biv.htm INDEX OPTIONS CONTRACT SCHEDULE

Index Options Contract Schedule



Owner:
[John Doe]
Contract Number:
[??687456]
Owner’s Date of Birth:
[January 15, 1977]
Issue Date:
[04/15/22]
Owner’s Gender:
[Male]
Annuitant:
[John Doe]
[Joint Owner:
[Jane Doe]]
Annuitant’s Date of Birth:
[January 15, 1977]
[Joint Owner’s Date of Birth:
[January 15, 1977]]
Annuitant’s Gender:
[Male]
[Joint Owner’s Gender:
[Female]]
   

Allocation Guidelines:
[1. Currently, you can select up to [5] of the Index Protection Strategy with Trigger 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.]

[Early Reallocation Cutoff:                                                                      [14 days prior to an Index Anniversary]] [Early Reallocation Maximum:  [2 Business Days per Index Year]]

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 length
 
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]]
S40877-INCOME
[Admin. Tracking Identifier]


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 length
 
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
 
[30.00]%
 
[1.50]%
 
[100.00]%
 
[3 Index Years]
 
Nasdaq-100® Index
 
[30.00]%
 
[1.50]%
 
[100.00]%
 
[3 Index Years]
 
Russell 2000® Index
 
[30.00]%
 
[1.50]%
 
[100.00]%
 
[3 Index Years]
 
EURO STOXX 50®
 
[30.00]%
 
[1.50]%
 
[100.00]%
 
[3 Index Years]
 
iShares® MSCI Emerging Markets ETF
 
 
[30.00]%
 
 
[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]]
S40877-INCOME
[Admin. Tracking Identifier]


Index Options Contract Schedule continued from the previous page



[Index Guard Strategy Index Options
 
 
Index
 
 
Floor for all Terms
 
 
Minimum Cap for all Terms
 
 
Term length
 
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 Precision Strategy Index Options
 
 
Index
 
 
Buffer for all Terms
 
 
Minimum Trigger Rate for all Terms
 
 
Term length
 
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 Trigger Index Options
 
 
Index
 
Minimum Trigger Rate for all Terms
 
Term length
 
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]]
S40877-INCOME
[Admin. Tracking Identifier]


Index Options Contract Schedule continued from the previous page


[Index Protection Strategy with Cap Index Options
 
Index
 
Minimum Cap for all Terms
 
Term length
 
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 disclosures will populate here.]
S40877-INCOME
[Admin. Tracking Identifier]