| LOB: |
Variable Life III |
|
| Contract #: |
004107500 |
|
| Inforce agency code: |
999 |
|
| Insured name: |
JANE DOE |
| Policy status: |
Premium Paying |
| Contract Information |
Before |
|
 |
|
|
| As of: |
03/24/1999 |
| Base policy face amount: |
205,737.00 |
| Base policy issue age: |
46 |
| *Fund account balance: |
8,547.58 |
| Loan amount: |
0.00 |
| Cost basis: |
10,192.49 |
| Cash surrender value: |
8,547.58 |
| Gain: |
0.00 |
| Material change date: |
05/24/1996 |
| Current 7-pay year: |
3 |
| MEC status: |
None |
| Excess amount paid: |
0.00 |
| Excess removal date: |
|
| Total 7-pay premium: |
25,133.23 |
| 7-pay premium for death benefit: |
25,133.23 |
| 7-pay premium QAB credit: |
0.00 |
| 7-pay premium substandard credit: |
0.00 |
| Maximum necessary premium: |
88,740.83 |
| Maximum necessary premium is estimated: |
No |
| Accumulated 7-pay premium: |
75,399.69 |
| Accumulated amounts paid: |
10,192.49 |
| Cumulative 7-pay premium margin: |
65,207.20 |
| Applicable tax code: |
Current US |
| Applicable DEFRA test: |
Guideline |
| DEFRA test failed: |
No |
| Guideline single premium: |
102,911.36 |
| Accumulated guideline level: |
91,904.83 |
| Premiums paid for guideline: |
10,192.49 |
| Current year guideline premium margin: |
92,718.87 |
| Excess guideline amount paid: |
0.00 |
| Corridor death benefit: |
0.00 |
| Tax reporting year: |
1999 |
| Taxable gain amount YTD: |
0.00 |
| 1035 cash value carryover: |
0.00 |
| 1035 cost basis carryover: |
0.00 |
|
| Transaction type: |
|
*Fund Account Balance represents values as of
03/24/1999.
This does not reflect actual values as of the transaction date due to fund performance.
|
|