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Index Crediting Input Form
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Report Provided For:
Starting Date:
Report Provided By:
Term (Year):
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
20
24
32
36
40
44
48
52
56
60
64
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Aviva Income Rider
CATALUFFI
Matt Chilcote
Doss
AVIVA ISB w/IEP rider
5 year compare
Musselman
Bajalia-Anderson
Keasler
Multiple w/Income rider
Brooks
tommy
Inc Sel Plus
3AmInvestors
Ewing 4
Wang
gofigurenowsample12-08
Dinn 3 12-10-08
AV-ISB-1
hope
Blanchard 2
Ewing 5
MasterDexX vs Income Bonu
Niedosik
Select 10 010909
Larry
How we do it 10%
Ralston 2
Retrmnt Gold
Higginbotham 1
Schulthise Braun
Besnier 851K
Besnier 100K
Jamey Motes
ONESOURCE
ONESOURCE2
Weingarten BPA vs. OMLR12
BPA MDex
LARRY20
Borba 1
LARRY20LT300
Rowland
Optichoice 5
Endurance Plus
Moore 3
Kim_Winterfield
David G. Wagner
Duma 060509
Dream Retirement Plan
pio2
Detweiler
Grafton ING 1 yr
Treangen
Kelley Recovery
ANTOFF,NOEL
Save this report:
Index Crediting Options
1
2
3
Load/Save Options
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*gfn: BPA
*gfn:BPA12
*gfn:BPA12S
ALZ MoAv
Americo EP
Amerimark 7Pt to Pt
Annual Point to Point
Aviva Cap
Aviva Income Select Bonus
Aviva No Cap
Bench Mark 6 +
BenchMark 6+
Dream Retirement 2
Fixed 4%
MultiAveTest
MultiIndex
PmarksePlus10 Blended
Select a Crediting Option...
*gfn: BPA
*gfn:BPA12
*gfn:BPA12S
ALZ MoAv
Americo EP
Amerimark 7Pt to Pt
Annual Point to Point
Aviva Cap
Aviva Income Select Bonus
Aviva No Cap
Bench Mark 6 +
BenchMark 6+
Dream Retirement 2
Fixed 4%
MultiAveTest
MultiIndex
PmarksePlus10 Blended
Select a Crediting Option...
*gfn: BPA
*gfn:BPA12
*gfn:BPA12S
ALZ MoAv
Americo EP
Amerimark 7Pt to Pt
Annual Point to Point
Aviva Cap
Aviva Income Select Bonus
Aviva No Cap
Bench Mark 6 +
BenchMark 6+
Dream Retirement 2
Fixed 4%
MultiAveTest
MultiIndex
PmarksePlus10 Blended
User Notes
User Notes
User Notes
User Notes
General
Report Label:
Credit Method:
Point-To-Point
Monthly Average
Daily Average
Monthly Ave Multiple Index
Monthly Pt-To-Pt
Threshold
Pt-to-Pt w/ End Average
Monthly Pt-to-Pt w/ high water
Quarterly Pt-To-Pt
Point-To-Point
Monthly Average
Daily Average
Monthly Ave Multiple Index
Monthly Pt-To-Pt
Threshold
Pt-to-Pt w/ End Average
Monthly Pt-to-Pt w/ high water
Quarterly Pt-To-Pt
Point-To-Point
Monthly Average
Daily Average
Monthly Ave Multiple Index
Monthly Pt-To-Pt
Threshold
Pt-to-Pt w/ End Average
Monthly Pt-to-Pt w/ high water
Quarterly Pt-To-Pt
Reset Frequency:
Annual
Bi-Annual
Every 3 Years
Every 4 Years
Every 5 Years
Every 6 Years
Every 7 Years
Every 8 Years
Every 9 Years
Every 10 Years
Every 11 Years
Every 12 Years
Every 13 Years
Every 14 Years
Every 15 Years
Every 16 Years
Annual
Bi-Annual
Every 3 Years
Every 4 Years
Every 5 Years
Every 6 Years
Every 7 Years
Every 8 Years
Every 9 Years
Every 10 Years
Every 11 Years
Every 12 Years
Every 13 Years
Every 14 Years
Every 15 Years
Every 16 Years
Annual
Bi-Annual
Every 3 Years
Every 4 Years
Every 5 Years
Every 6 Years
Every 7 Years
Every 8 Years
Every 9 Years
Every 10 Years
Every 11 Years
Every 12 Years
Every 13 Years
Every 14 Years
Every 15 Years
Every 16 Years
End Avg number of mths:
Indexes
Number of Indexes:
1
2
3
4
1
2
3
4
1
2
3
4
Type:
Fixed
Look Back
Fixed
Look Back
Fixed
Look Back
Index #1:
S&P 500
DJIA
Nasdaq 100
S&P 400
Russell 2000
Ftse 100
DJES 50
Hang Seng
Nikkei 225
Total Bond Return
%
S&P 500
DJIA
Nasdaq 100
S&P 400
Russell 2000
Ftse 100
DJES 50
Hang Seng
Nikkei 225
Total Bond Return
%
S&P 500
DJIA
Nasdaq 100
S&P 400
Russell 2000
Ftse 100
DJES 50
Hang Seng
Nikkei 225
Total Bond Return
%
Index #2:
None
S&P 500
DJIA
Nasdaq 100
S&P 400
Russell 2000
Ftse 100
DJES 50
Hang Seng
Nikkei 225
Total Bond Return
%
None
S&P 500
DJIA
Nasdaq 100
S&P 400
Russell 2000
Ftse 100
DJES 50
Hang Seng
Nikkei 225
Total Bond Return
%
None
S&P 500
DJIA
Nasdaq 100
S&P 400
Russell 2000
Ftse 100
DJES 50
Hang Seng
Nikkei 225
Total Bond Return
%
Index #3:
None
S&P 500
DJIA
Nasdaq 100
S&P 400
Russell 2000
Ftse 100
DJES 50
Hang Seng
Nikkei 225
Total Bond Return
%
None
S&P 500
DJIA
Nasdaq 100
S&P 400
Russell 2000
Ftse 100
DJES 50
Hang Seng
Nikkei 225
Total Bond Return
%
None
S&P 500
DJIA
Nasdaq 100
S&P 400
Russell 2000
Ftse 100
DJES 50
Hang Seng
Nikkei 225
Total Bond Return
%
Index #4:
None
S&P 500
DJIA
Nasdaq 100
S&P 400
Russell 2000
Ftse 100
DJES 50
Hang Seng
Nikkei 225
Total Bond Return
%
None
S&P 500
DJIA
Nasdaq 100
S&P 400
Russell 2000
Ftse 100
DJES 50
Hang Seng
Nikkei 225
Total Bond Return
%
None
S&P 500
DJIA
Nasdaq 100
S&P 400
Russell 2000
Ftse 100
DJES 50
Hang Seng
Nikkei 225
Total Bond Return
%
Interest Rate Factors
Floor:
No
Yes
%
No
Yes
%
No
Yes
%
Cap:
No
Yes
%
No
Yes
%
No
Yes
%
Participation:
No
Yes
%
No
Yes
%
No
Yes
%
Spread:
No
Yes
%
No
Yes
%
No
Yes
%
Threshold Level:
%
%
%
Threshold Credit:
%
%
%
Premium Bonus %:
No
Yes
%
No
Yes
%
No
Yes
%
Minimum Guarantee
No
Yes
No
Yes
No
Yes
Annual Rate:
%
%
%
Base:
%
%
%
Include Bonus?:
No
Yes
No
Yes
No
Yes
Fixed Account Allocation
No
Yes
No
Yes
No
Yes
% to Fixed Account:
%
%
%
Fixed Account Rate:
%
%
%
Apply Zero Floor:
Before Allocation
After Allocation
Before Allocation
After Allocation
Before Allocation
After Allocation
Deduct Fee
No
Yes
No
Yes
No
Yes
% of Account:
%
%
%
Limit to Interest Earned:
No
Yes
No
Yes
No
Yes
Deduct Frequency:
Annual
Reset Frequency
Annual
Reset Frequency
Annual
Reset Frequency
Withdrawals
No
Percentage of Account Value
Dollar Amount
No
Percentage of Account Value
Dollar Amount
No
Percentage of Account Value
Dollar Amount
% of Account Value:
%
%
%
Constant Dollar Amount:
Year of First Withdrawal:
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
20
24
28
32
36
40
44
48
52
56
60
64
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
20
24
28
32
36
40
44
48
52
56
60
64
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
20
24
28
32
36
40
44
48
52
56
60
64
Frequency of Withdrawal:
Annual
Bi-Annual
Every 3 Years
Every 4 Years
Every 5 Years
Every 6 Years
Every 7 Years
Every 8 Years
Every 9 Years
Every 10 Years
Every 11 Years
Every 12 Years
Every 13 Years
Every 14 Years
Every 15 Years
Every 16 Years
Annual
Bi-Annual
Every 3 Years
Every 4 Years
Every 5 Years
Every 6 Years
Every 7 Years
Every 8 Years
Every 9 Years
Every 10 Years
Every 11 Years
Every 12 Years
Every 13 Years
Every 14 Years
Every 15 Years
Every 16 Years
Annual
Bi-Annual
Every 3 Years
Every 4 Years
Every 5 Years
Every 6 Years
Every 7 Years
Every 8 Years
Every 9 Years
Every 10 Years
Every 11 Years
Every 12 Years
Every 13 Years
Every 14 Years
Every 15 Years
Every 16 Years
Additional Comparisons
Index:
None
S&P 500
DJIA
Nasdaq 100
S&P 400
Russell 2000
Ftse 100
DJES 50
Hang Seng
Nikkei 225
Total Bond Return
CD:
None
Fixed
Historical
%
Less an annual fee of:
Output Selections
Reports:
Sample Historical
Statistical Analysis
Best / Worst Analysis
Pages:
Both
Graph Only
Graph/Table
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