Settlement Option Tables. 18 SPIVA99 01-99 2A POLICY DATA PAGE ------------------------------------------------------------------------------------------------------------------- CONTRACT DATE: SEPT 01, 1997 POLICY NUMBER: 00000001 NAME OF ANNUITANT: J▇▇▇ ▇▇▇ INITIAL PREMIUM: 1,000,000.00 NAME OF OWNER: J▇▇▇ ▇▇▇ ANNUITY DATE: SEPT 01, 2027 SEPARATE ACCOUNT: [AUL AMERICAN INDIVIDUAL VARIABLE ANNUITY UNIT TRUST] RIDERS ATTACHED: [NONE] MINIMUM PREMIUM ALLOCATION TO ANY INVESTMENT ACCOUNT OR THE FIXED ACCOUNT: [1% of the premium payment] All allocations must be in whole percentages. MINIMUM PREMIUM PAYMENT SUBSEQUENT TO THE INITIAL PREMIUM: [$500 ] MAXIMUM PREMIUM ACCEPTABLE IN A CONTRACT YEAR: [$1,000,000 in the first Contract Years] [$0 in any Contract Year thereafter] PREMIUM TAX CHARGE: [ 0%] ANNUAL CONTRACT FEE: [$30, waived for Contracts with Account Value in excess of $50,000] MONTHLY MORTALITY AND EXPENSE RISK CHARGE: 1/12 of the following percentage of the Variable Account Value: [1.00% during the first ten Contract Years] [0.90% thereafter] TRANSFER CHARGE: Current: [$0] Guaranteed: [$0] for the first [12] transfers in any Policy Year [$25] for each subsequent transfer in the Policy Year WITHDRAWAL CHARGES Withdrawal Charge as % Policy Year of Account Value Withdrawn 1 7% 2 6% 3 5% 4 4% 5 3% 6 2% 7 1% 8 and thereafter 0% FREE WITHDRAWAL AMOUNT: [12%] OF THE ACCOUNT VALUE AS OF THE MOST RECENT CONTRACT ANNIVERSARY INTEREST RATES FOR LOANS (if available): RATE CHARGED ON LOAN BALANCES: [6%] RATE CREDITED TO LOAN ACCOUNT: [4%] MINIMUM TRANSFER AMOUNT: [$500] MINIMUM LOAN AMOUNT: [$1,000] MINIMUM PARTIAL WITHDRAWAL AMOUNT: [$200] ASSUMED DATE OF DELIVERY OF THE POLICY, FOR PURPOSES OF THE TRANSFER AT THE END OF THE RIGHT TO EXAMINE PERIOD: [5] days after the Contract Date CONTRACT YEAR IN WHICH CONTRACT PROCEEDS EQUAL ACCOUNT VALUE: [5] SPIVA99 01-99 3A ______________________________________________________________________________ Definitions Account Value - The Account Value is the sum of your interest in the Variable Account, the Fixed Account, and the Loan Account.
Appears in 1 contract
Settlement Option Tables. 18 SPIVA99 NLIVA99 01-99 2A POLICY DATA PAGE ------------------------------------------------------------------------------------------------------------------- CONTRACT DATE: SEPT 01, 1997 POLICY NUMBER: 00000001 NAME OF ANNUITANT: J▇▇▇ ▇▇▇ INITIAL PREMIUM: 1,000,000.00 NAME OF OWNER: J▇▇▇ ▇▇▇ PLANNED PREMIUM: 100,000.00 ANNUITY DATE: SEPT 01, 2027 MODE: ANNUAL SEPARATE ACCOUNT: [AUL AMERICAN INDIVIDUAL VARIABLE ANNUITY UNIT TRUST] RIDERS ATTACHED: [NONE] MINIMUM PREMIUM ALLOCATION TO ANY INVESTMENT ACCOUNT OR THE FIXED ACCOUNT: [1% of the premium payment] All allocations must be in whole percentages. MINIMUM PREMIUM PAYMENT SUBSEQUENT TO THE INITIAL PREMIUM: [$500 ] MAXIMUM PREMIUM ACCEPTABLE IN A CONTRACT YEAR: [$1,000,000 in the first Contract Years] [$0 in any Contract Year thereafter1,000,000] PREMIUM TAX CHARGE: [ 0%] ANNUAL CONTRACT FEE: [$30, waived for Contracts with Account Value in excess of $50,000] MONTHLY MORTALITY AND EXPENSE RISK CHARGE: 1/12 of the following percentage of the Variable Account Value: [1.00% during the first ten Contract Years] [0.90% thereafter] TRANSFER CHARGE: Current: [$0] Guaranteed: [$0] for the first [12] transfers in any Policy Year [$25] for each subsequent transfer in the Policy Year WITHDRAWAL CHARGES Withdrawal Charge as % Policy Year of Account Value Withdrawn 1 7% 2 6% 3 5% 4 4% 5 3% 6 2% 7 1% 8 and thereafter 0% FREE WITHDRAWAL AMOUNTCHARGES: [12%] OF THE ACCOUNT VALUE AS OF THE MOST RECENT CONTRACT ANNIVERSARY None INTEREST RATES FOR LOANS (if available): RATE CHARGED ON LOAN BALANCES: [6%] RATE CREDITED TO LOAN ACCOUNT: [4%] MINIMUM TRANSFER AMOUNT: [$500] MINIMUM LOAN AMOUNT: [$1,000] MINIMUM PARTIAL WITHDRAWAL AMOUNT: [$200] ASSUMED DATE OF DELIVERY OF THE POLICY, FOR PURPOSES OF THE TRANSFER AT THE END OF THE RIGHT TO EXAMINE PERIOD: [5] days after the Contract Date CONTRACT YEAR IN WHICH CONTRACT PROCEEDS EQUAL ACCOUNT VALUE: [5] SPIVA99 NLIVA99 01-99 3A ______________________________________________________________________________ Definitions Account Value - The Account Value is the sum of your interest in the Variable Account, the Fixed Account, and the Loan Account._
Appears in 1 contract