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Index Crediting Input Form 
Report provided for:  
Report provided by:
 
Premium: Starting Date:
mm/dd/yyyy
Term (Year): Designed for Internet Explorer as the web browser.
Trial version has account value, starting date, and term disabled
Index Crediting Options Number of Index Crediting Options:  
Saved Information (optional)
Retrieve Crediting Option
User Notes
Trial version has saved crediting options disabled
General
Report Label:
Credit Method:
Index:
Reset Frequency:
End Avg number of mths:
Interest Rate Factors
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:
Additional Comparisons
Index: CD: %
Less an annual fee of %
Output Selections
  
Reports: Pages:
 
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