KCI Policy Webstation
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Premium Payment
LOB:
Variable Life II
Contract #:
004442055
Inforce agency code:
999
Insured name:
SALLY JONES
Policy status:
Premium Paying
Premium Payment:
Amount:
Effective date:
03/20/1999
Contract Information
Before
After
*Fund account balance:
18,359.04
Premium deposit charges:
1,065.71
Tax Information
Before
After
Cost basis:
0.00
8,500.00
MEC status:
None
Revocable
Excess amount paid:
0.00
1,378.92
Excess removal date:
09/06/1999
Current 7-pay year:
1
1
Current year TAMRA paid amount:
0.00
8,500.00
Total 7-pay premium:
7,374.27
7,121.08
Maximum necessary premium:
0.00
0.00
Maximum necessary premium is estimated:
No
No
Cumulative 7-pay premium margin:
7,374.27
0.00
Applicable DEFRA test:
CVAT
CVAT
DEFRA test failed:
No
No
Current year guideline premium margin:
0.00
0.00
Excess guideline amount paid:
0.00
0.00
2 year lookback performed:
No
Yes
Taxable distribution amount:
0.00
0.00
Tax reporting year:
1999
1999
Distribution code:
None
None
Alerts:
1035 payment is after the acceptance window
Contract fails 7-Pay test
*Fund Account Balance represents values as of 03/19/1999.
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.