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Partial Surrender/Partial Withdrawal
LOB:
Variable Life II
Contract #:
004408143
Inforce agency code:
999
Insured name:
LUCY WAYLAND
Policy status:
Premium Paying
Partial Surrender/Partial Withdrawal:
Amount (Refer to Account Value Quote Screen):
Effective date:
03/23/1999
Surrender charge (Refer to Quote Screen):
Contract Information
Before
After
Base policy face amount:
60,000.00
Base annual standard premium:
778.80
Base annual substandard premium:
0.00
Base annual disability premium:
47.04
Death benefit option:
3
3
Cash surrender value:
2,634.10
614.10
*Fund account balance:
2,634.10
614.10
Loan amount:
0.00
0.00
Loan interest:
0.00
0.00
Loan asset credit:
0.00
0.00
Accumulated surrender charge:
0.00
20.00
Tax Information
Before
After
Cost basis:
4,545.41
2,545.41
Gain:
0.00
0.00
MEC status:
None
Irrevocable
Total 7-pay premium:
2,992.46
345.62
Guideline single premium:
0.00
0.00
Accumulated guideline level:
0.00
0.00
Premiums paid for guideline:
0.00
0.00
Current year guideline premium margin:
0.00
0.00
Excess guideline amount paid:
0.00
0
Total distribution amount:
0.00
2,000.00
Taxable distribution amount:
0.00
0.00
Corridor death benefit:
0.00
0.00
Recapture ceiling amount:
0
0
Penalty tax indicator:
No
No
Distribution code:
None
None
Alerts:
Contract fails benefit reduction test
*Fund Account Balance represents values as of 03/22/1999.
This does not reflect actual values as of the transaction date due to fund performance.
KCI Policy Webstation version 2.1i COPYRIGHT ©1999 by Koehler Consulting, Inc.