Index Options Contract Schedule, S40877-03

EX-4.IIV 5 ex4iiv.htm INDEX OPTIONS CONTRACT SCHEDULE, S40877-03

Index Options Contract Schedule


Owner:
[John Doe]
Contract Number:
[??687456]
Owner’s Date of Birth:
[January 15, 1977]
Issue Date:
[10/15/23]
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 Performance Strategy II Index Options.
3.
Currently, you can select up to [5] of the Index Performance Strategy III Index Options.
4.
Currently, you can select up to [5] of the Index Guard Strategy Index Options.
5.
Currently, you can select up to [5] of the Index Precision Strategy Index Options.
6.
Currently, you can select up to [5] of the Index Dual Precision Strategy Index Options.
7.
Currently, you can select up to [5] of the Index Tiered Trigger Index Options.
8.
Currently, you can select up to a maximum of [15] Index Options total.
9.
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:
[Index Protection Strategy with Trigger Index Options
 
 
Index
 
Minimum Trigger Rate for all Terms
 
Term length
 
S&P 500® Index
 
[1.50]%
 
[1 Index Year]
 
Nasdaq-100® Index
 
[1.50]%
 
[1 Index Year]
 
Russell 2000® Index
 
[1.50]%
 
[1 Index Year]
 
EURO STOXX 50®
 
[1.50]%
 
[1 Index Year]
 
iShares® MSCI Emerging Markets ETF
 
 
[1.50]%
 
[1 Index Year]]
[Index Performance Strategy II Index Options
 
 
Index
 
 
Buffer for all Terms
 
 
Minimum Cap for all Terms
 
 
Term length
 
S&P 500® Index
 
[10.00]%
 
[1.50]%
 
[1 Index Year]
 
Nasdaq-100® Index
 
[10.00]%
 
[1.50]%
 
[1 Index Year]
 
Russell 2000® Index
 
[10.00]%
 
[1.50]%
 
[1 Index Year]
 
EURO STOXX 50®
 
[10.00]%
 
[1.50]%
 
[1 Index Year]
 
iShares® MSCI Emerging Markets ETF
 
[10.00]%
 
[1.50]%
 
[1 Index Year]
 
S&P 500® Index
 
[20.00]%
 
[1.50]%
 
[1 Index Year]
 
Nasdaq-100® Index
 
[20.00]%
 
[1.50]%
 
[1 Index Year]
 
Russell 2000® Index
 
[20.00]%
 
[1.50]%
 
[1 Index Year]
S40877-03
[3A]
[Admin Tracking Identifier]


Index Options Contract Schedule continued from the previous page





 
Index
 
Buffer for all Terms
 
Minimum Cap for all Terms
 
Term length
 
EURO STOXX 50®
 
[20.00]%
 
[1.50]%
 
[1 Index Year]
 
iShares® MSCI Emerging Markets ETF
 
[20.00]%
 
[1.50]%
 
[1 Index Year]
 
S&P 500® Index
 
[30.00]%
 
[1.50]%
 
[1 Index Year]
 
Nasdaq-100® Index
 
[30.00]%
 
[1.50]%
 
[1 Index Year]
 
Russell 2000® Index
 
[30.00]%
 
[1.50]%
 
[1 Index Year]
 
EURO STOXX 50®
 
[30.00]%
 
[1.50]%
 
[1 Index Year]
 
iShares® MSCI Emerging Markets ETF
 
[30.00]%
 
[1.50]%
 
[1 Index Year]]
S40877-03
[3B]
[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]
 
S&P 500® Index
 
[20.00]%
 
[1.50]%
 
[100.00]%
 
[6 Index Years]
 
Nasdaq-100® Index
 
[20.00]%
 
[1.50]%
 
[100.00]%
 
[6 Index Years]
 
Russell 2000® Index
 
[20.00]%
 
[1.50]%
 
[100.00]%
 
[6 Index Years]
 
EURO STOXX 50®
 
[20.00]%
 
[1.50]%
 
[100.00]%
 
[6 Index Years]
 
iShares® MSCI Emerging Markets ETF
 
[20.00]%
 
[1.50]%
 
[100.00]%
 
[6 Index Years]]
S40877-03
[3C]
[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]%
 
[1.50]%
 
[1 Index Year]
 
Nasdaq-100® Index
 
[-10.00]%
 
[1.50]%
 
[1 Index Year]
 
Russell 2000® Index
 
[-10.00]%
 
[1.50]%
 
[1 Index Year]
 
EURO STOXX 50®
 
[-10.00]%
 
[1.50]%
 
[1 Index Year]
 
iShares® MSCI Emerging Markets ETF
 
 
[-10.00]%
 
 
[1.50]%
 
[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]%
 
[1.50]%
 
[1 Index Year]
 
Nasdaq-100® Index
 
[10.00]%
 
[1.50]%
 
[1 Index Year]
 
Russell 2000® Index
 
[10.00]%
 
[1.50]%
 
[1 Index Year]
 
EURO STOXX 50®
 
[10.00]%
 
[1.50]%
 
[1 Index Year]
 
iShares® MSCI Emerging Markets ETF
 
 
[10.00]%
 
 
[1.50]%
 
[1 Index Year]]
[Index Dual Precision Strategy Index Options
 
 
Index
 
Buffer for all Terms
 
Minimum Trigger Rate for all Terms
 
Term length
 
S&P 500® Index
 
[10.00]%
 
[1.50]%
 
[1 Index Year]
 
Nasdaq-100® Index
 
[10.00]%
 
[1.50]%
 
[1 Index Year]
 
Russell 2000® Index
 
[10.00]%
 
[1.50]%
 
[1 Index Year]
 
EURO STOXX 50®
 
[10.00]%
 
[1.50]%
 
[1 Index Year]
 
iShares® MSCI Emerging Markets ETF
 
[10.00]%
 
[1.50]%
 
[1 Index Year]
 
S&P 500® Index
 
[20.00]%
 
[1.50]%
 
[1 Index Year]
 
Nasdaq-100® Index
 
[20.00]%
 
[1.50]%
 
[1 Index Year]
 
Russell 2000® Index
 
[20.00]%
 
[1.50]%
 
[1 Index Year]
 
EURO STOXX 50®
 
[20.00]%
 
[1.50]%
 
[1 Index Year]
 
iShares® MSCI Emerging Markets ETF
 
[20.00]%
 
[1.50]%
 
[1 Index Year]
S40877-03
[3D]
[Admin Tracking Identifier]


Index Options Contract Schedule continued from the previous page



 
 
Index
 
Buffer for all Terms
 
Minimum Trigger Rate for all Terms
 
Term length
 
S&P 500® Index
 
[30.00]%
 
[1.50]%
 
[1 Index Year]
 
Nasdaq-100® Index
 
[30.00]%
 
[1.50]%
 
[1 Index Year]
 
Russell 2000® Index
 
[30.00]%
 
[1.50]%
 
[1 Index Year]
 
EURO STOXX 50®
 
[30.00]%
 
[1.50]%
 
[1 Index Year]
 
iShares® MSCI Emerging Markets ETF
 
[30.00]%
 
[1.50]%
 
[1 Index Year]]
[Index Tiered Trigger Index Options
[Index Options for Index Tiered Trigger with two Tiers
 
 
Index
 
Buffer for all Terms
 
Minimum Trigger Rate for all Terms and Tiers
 
Tiers
 
Term length
 
 
S&P 500®
Index
 
 
[10.00]%
 
 
[1.50]%
 
Tier [1]: [-10.00%]-[less than 10.00%]
 
[Tier [2]: [10.00%]-[no upper limit]]
 
[1 Index Year]
 
 
Nasdaq-100® Index
 
 
[10.00]%
 
 
[1.50]%
 
Tier [1]: [-10.00%]-[less than 10.00%]
 
[Tier [2]: [10.00%]-[no upper limit]]
 
[1 Index Year]
 
 
Russell 2000® Index
 
 
[10.00]%
 
 
[1.50]%
 
Tier [1]: [-10.00%]-[less than 10.00%]
 
[Tier [2]: [10.00%]-[no upper limit]]
 
[1 Index Year]
 
 
EURO STOXX
50®
 
 
[10.00]%
 
 
[1.50]%
 
Tier [1]: [-10.00%]-[less than 10.00%]
 
[Tier [2]: [10.00%]-[no upper limit]]
 
[1 Index Year]
 
iShares® MSCI Emerging Markets ETF
 
 
[10.00]%
 
 
[1.50]%
 
Tier [1]: [-10.00%]-[less than 10.00%]
 
[Tier [2]: [10.00%]-[no upper limit]]
 
[1 Index Year]]


[Index Options for Index Tiered Trigger with three Tiers
 
 
Index
 
Buffer for all Terms
 
Minimum Trigger Rate for all Terms and Tiers
 
Tiers
 
Term length
 
S&P 500®
Index
 
 
[10.00]%
 
 
[1.50]%
 
Tier [1]: [-10.00%]-[less than 0.00%]
 
[Tier [2]: [0.00%]-[less than 10%]]
 
[Tier [3]: [10%]-[no upper limit]]
 
[1 Index Year]
 
 
Nasdaq-100® Index
 
 
[10.00]%
 
 
[1.50]%
 
Tier [1]: [-10.00%]-[less than 0.00%]
 
[Tier [2]: [0.00%]-[less than 10%]]
 
[Tier [3]: [10%]-[no upper limit]]
 
[1 Index Year]
S40877-03
[3E]
[Admin Tracking Identifier]


Index Options Contract Schedule continued from the previous page



 
 
Index
 
Buffer for all Terms
 
Minimum Trigger Rate for all Terms and Tiers
 
Tiers
 
Term length
 
 
Russell 2000® Index
 
 
[10.00]%
 
 
[1.50]%
 
Tier [1]: [-10.00%]-[less than 0.00%]
 
[Tier [2]: [0.00%]-[less than 10%]]
 
[Tier [3]: [10%]-[no upper limit]]
 
[1 Index Year]
 
 
EURO STOXX
50®
 
 
[10.00]%
 
 
[1.50]%
 
Tier [1]: [-10.00%]-[less than 0.00%]
 
[Tier [2]: [0.00%]-[less than 10%]]
 
[Tier [3]: [10%]-[no upper limit]]
 
[1 Index Year]
 
 
iShares® MSCI Emerging Markets ETF
 
 
[10.00]%
 
 
[1.50]%
 
Tier [1]: [-10.00%]-[less than 0.00%]
 
[Tier [2]: [0.00%]-[less than 10%]]
 
[Tier [3]: [10%]-[no upper limit]]
 
[1 Index Year]]]

[Index disclosure language will populate here.]
S40877-03
[3F]
[Admin Tracking Identifier]