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Index Crediting Input Form

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Report Provided For: Starting Date:
Report Provided By: Term (Year):
Premium:

Load/Save Reports
Retrieve a report:
Save this report:

Index Crediting Options
Load/Save Options


Retrieve Crediting Option
User Notes
General


Report Label:
Credit Method:
Reset Frequency:
End Avg number of mths:
Indexes


Number of Indexes:
Type:
Index #1: % % %
Index #2: % % %
Index #3: % % %
Index #4: % % %
Interest Rate Factors


Floor: % % %
Cap: % % %
Participation: % % %
Spread: % % %
Threshold Level: % % %
Threshold Credit: % % %
Premium Bonus %: % % %



Minimum Guarantee
Annual Rate: % % %
Base: % % %
Include Bonus?:



Fixed Account Allocation
% to Fixed Account: % % %
Fixed Account Rate: % % %
Apply Zero Floor:



Deduct Fee
% of Account: % % %
Limit to Interest Earned:
Deduct Frequency:



Withdrawals
% of Account Value: % % %
Constant Dollar Amount:
Year of First Withdrawal:
Frequency of Withdrawal:

Additional Comparisons
Index:  CD: %
Less an annual fee of:

Output Selections
Reports:  

 
Pages:

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