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] |
| 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]] |
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]] |
| 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] |
| 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] |
| 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.]
