Index Options Contract Schedule and Index Protection Strategy Rider for John Doe (Contract No. ??687456)
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Summary
This contract schedule outlines the terms for John Doe's Index Protection Strategy Rider, part of an annuity contract issued on April 15, 2010. It specifies the allocation guidelines for selecting up to four index options, including S&P 500, Nasdaq-100, Russell 2000, and EURO STOXX 50, each with a minimum declared protection strategy credit of 1.50%. The contract also details procedures for adding, substituting, or renaming indices, and includes key factors such as the Alternate Minimum Value and Interest Rate. Notices of changes will be sent to the owner and any assignee.
EX-4.B 3 contrsched.htm INDEX OPTION CONTR SCHED
| Index Options Contract Schedule- Index Protection Strategy Rider |
Owner: [John Doe] Contract Number: [??687456]
[Joint Owner: [Jane Doe]] Issue Date: [04/15/10]
Annuitant: [John Doe] Scheduled Annuity Date: [04/15/65]
Alternate Minimum Value
AMV Factor [87.50]%
AMB Factor [87.50]%
Alternate Interest Rate [1.00]%
Allocation Guidelines:
1. Currently, you can select up to [4] of the Index Protection Strategy Index Options.
2. Allocations must be made in whole percentages.
Index Protection Strategy Index Options
| Index | Minimum Declared Protection Strategy Credit for all Index Years |
| [S&P 500® Index | [1.50]%] |
| [Nasdaq-100® Index | [1.50]%] |
| [Russell 2000® Index | [1.50]%] |
| [EURO STOXX 50® | [1.50]%] |
If an Index is Added or Substituted
We may add or substitute an Index and will send notice of the change to you and any assignee of record at your last known address. We will seek regulatory approval prior to substituting an Index.
If an Index is Renamed
If an Index is renamed, we will send notice of the new name to you and any assignee of record.
