Form of Individual Single Premium Deferred Index-Linked Annuity Contract Data Page
EX-4.II 4 ex4iicontractdatapage.htm EX-4.II Document
CONTRACT DATA PAGE
Product Name Product Type | [Symetra Trek Plus [Non-Qualified Annuity | ||||||||||
Contract Date | [12/01/2020] | ||||||||||
Allocation Date | [12/07/2020] | ||||||||||
Contract Number | [000000000] | ||||||||||
Purchase Payment | [$25,000] | ||||||||||
Separate Account | [Symetra Separate Account RI | ||||||||||
Owner: | [John Doe | ||||||||||
[Date of Birth: [12/12/195 | Age at issue: [ | Sex: [Male] | |||||||||
[Joint Owner | [Jane Doe | ||||||||||
Date of Birth: [11/12/195 | Age at issue: [ | Sex: [Female]] | |||||||||
Annuitant: | [John Doe | ||||||||||
Date of Birth: [12/12/195 | Age at issue: [ | Sex: [Male | |||||||||
[Joint Annuitant | [Jane Doe Date of Birth: [11/12/195 | ||||||||||
Age at issue: [ | Sex: [Female]] |
Maximum Issue Age: [80]. The Contract Date must be prior to the Owner's and Annuitant's [81st]
birthday(s).
Maximum Annuitization Age: [95]. Annuity Payments must begin prior to the Annuitant's [96]th birthday(s).
This is not later than [12/13/2084].
Delivered in the State of: [Any State] and governed by its laws.
Surrender Charge Schedule: Contract Year Charge
[1 9% of amount withdrawn
2 8% of amount withdrawn
3 7% of amount withdrawn
4 6% of amount withdrawn
5 5% of amount withdrawn
6 4% of amount withdrawn
After 6 0% of amount withdrawn]
Please see the "Charges and Taxes" section for a complete explanation of charges.
Free Withdrawal Percentage: [15%]
Minimum Withdrawal Amount: [$500]
Transfer Notice Deadline: [2 business days]
Annuity Payments Table: [Annuity Reserve 2012 mortality table with mortality improvement scale G2,
with age setback of five years], and an interest rate of [1%].
[Premium Taxes: [0.00%]
ANNUITY SERVICE OFFICE:
Home Office:
Symetra Life Insurance Company [777 108th Ave. NE, Suite 1200
Bellevue, Washington 98004]
Telephone: [1 ###-###-####]
Mailing Address:
Symetra Life Insurance Company [PO Box 674420
Houston, Texas ###-###-####]
Fax: [1 ###-###-####]