AGL Index Linked Variable Annuity Contract Data Page ICC24-AG-811-DP (5/24)
CONTRACT DATA PAGE
Contract Information
Contract Number: [ ###-###-####] | Contract Date: [February 2, 2021] | Contract Type: [Non-Qualified] | ||
Owner: [JOHN DOE] | [Date of Birth: [March 1, 1976] | Age at Issue: [44]] | ||
[Joint Owner: [JANE DOE] | Date of Birth: [June 10, 1977] | Age at Issue: [43]] | ||
Annuitant: [JOHN DOE] | Date of Birth: [March 1, 1976] | Age at Issue: [44] | ||
[Joint Annuitant: [JANE DOE] | Date of Birth: [June 10, 1977] | Age at Issue: [43]] | ||
[Beneficiary: [As named by You on the Application]] |
Single Purchase Payment Information
Single Purchase Payment: [$25,000.00]
Purchase Payment Allocation Information
Strategy Account Option(s) Purchase Payment Allocation: | ||
[1yr PTP S&P 500 10% Buffer with Cap:] | [50%] | |
[1yr PTP S&P 500 10% Buffer with Trigger:] | [30%] | |
[6yr PTP S&P 500 10% Buffer with Participation & Cap:] | [10%] | |
Fixed Account Option Purchase Payment Allocation: | [10%] | |
Interest Crediting Period: | [One (1) Contract Year(s)] | |
Initial Annual Interest Rate: | [1.00%] | |
Guaranteed Minimum Interest Rate: | [0.25%] | |
Renewal Window: | [The Renewal Window is [20] calendar days prior to and including the Term End Date.] |
If You have questions about your annuity contract, You may call Us, or You may call Your state insurance department
at [1(XXX) XXX-XXXX].
ICC24-AG-811-DP (5/24) | 3 |
CONTRACT DATA PAGE (continued)
Withdrawal Information
Minimum Withdrawal Value Percentage: [87.5%]
Interest Rate for Minimum Withdrawal Value: [1.00%]
Withdrawal Charge Schedule:
Contract Year | 1 | 2 | 3 | 4 | 5 | 6 | 7+ | |||||||||||||||||||||||||
Withdrawal Charge Percentage | 8 | % | 8 | % | 7 | % | 6 | % | 6 | % | 4 | % | 0 | % | ||||||||||||||||||
See Page [10] of the Contract for Withdrawal Provisions.
Minimum Partial Withdrawal Amount: [$1,000]
Maximum Penalty-Free Withdrawal Percentage: [Each Contract Year You have up to 10.00% of the Contract Value as of the previous Contract Anniversary]
Maximum Penalty-Free Withdrawal Eligibility Date: [Permitted after the first Contract Year]
Minimum Contract Value Remaining After a Partial Withdrawal: [$2,500]
Minimum Transfer Amount: [$100]
Minimum Strategy Account Option Value Remaining After a Transfer: [$100]
Annuity Income Payment Information
Earliest Date to Start an Income Plan: [Two years]
Latest Annuity Date: [The Contract Anniversary following Your [95th] birthday]
Actuarial Basis of Computation:
The actuarial basis for the Income Payment Options is the [2012 IAR Mortality Table with a one-year age setback plus an additional year setback for every 4 years after 2012], and a guaranteed interest rate of [0.25%]. The annuity rates pertaining to the Actuarial Basis of Computation will be furnished upon Your request.
Option 5 Fixed Payments for a Specified Period Certain:
Fixed payments payable to the Payee for any specified period of time is for [five (5)] years or more, but not exceeding [thirty (30)] years as selected at the time an Income Plan commences.[ If an Income Plan begins prior to [five (5)] years from the Contract Date, the minimum fixed amount payment period is [ten (10)] years. After [five (5)] years from the Contract Date, the minimum fixed amount payment period is [five (5)] years.] The specified period options may be limited by federal tax law.
ICC24-AG-811-DP (5/24) | 4 |
CONTRACT DATA PAGE (continued)
Income Payment Option 5 - Table of Monthly Installments Per
Fixed Payment for a Specified Period Certain
Number of Years | Monthly Payment | Number of Years | Monthly Payment | Number of Years | Monthly Payment | Number of Years | Monthly Payment | |||||||||||||||
10 | 8.44 | 17 | 5.01 | 24 | 3.58 | |||||||||||||||||
11 | 7.68 | 18 | 4.73 | 25 | 3.44 | |||||||||||||||||
[5 | 16.77 | 12 | 7.05 | 19 | 4.49 | 26 | 3.31 | |||||||||||||||
6 | 13.99 | 13 | 6.51 | 20 | 4.27 | 27 | 3.19 | |||||||||||||||
7 | 12.01 | 14 | 6.06 | 21 | 4.07 | 28 | 3.08 | |||||||||||||||
8 | 10.52 | 15 | 5.66 | 22 | 3.89 | 29 | 2.98 | |||||||||||||||
9 | 9.36 | 16 | 5.31 | 23 | 3.73 | 30 | 2.88 | ] |
Misstatement of Age or Sex Interest Rate: [0.25%]
Rider and/or Endorsement Information
| Non-Optional Elections: | |||||
[Market Value Adjustment Rider | See Attached Form] | |||||
[Extended Care Rider | See Attached Form] | |||||
[Terminal Illness Rider | See Attached Form] | |||||
[Buffer with Participation and Cap Strategy Account Option(s) Rider | See Attached Form] | |||||
[Buffer with Cap Secure Rate Strategy Account Option(s) Rider | See Attached Form] | |||||
[Buffer with Trigger Performance Strategy Account Option(s) Rider | See Attached Form] | |||||
[Buffer Dual Direction with Cap Strategy Account Option(s) Rider | See Attached Form] | |||||
[Lock with Buffer Strategy Account Option(s) Rider | See Attached Form] | |||||
[Performance Lock Rider | See Attached Form] | |||||
Optional Elections: | ||||||
[Return of Purchase Payment Death Benefit Rider | See Attached Form] |
ICC24-AG-811-DP (5/24) | 5 |