Index Options Contract Schedule Page, S40877-INCOME
EX-4.BII 5 ex4bii.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]] |
| 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]] |
| 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]] |
| 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.]
