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[DOC File]Charitable Gift Annuity Product Outline
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IV) Annuity Rate Requirements of § 1110(a) 10. V) Additional Information 10 Charitable Gift Annuities. Product Outline (Last Updated February 4, 2019) Scope. This product outline applies to all charitable gift annuity contracts delivered or issued for delivery in New York. This outline is current as of January 15, 2019.
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[DOCX File]The Stelter Company
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Under the current rate schedule, Mary, 79, transfers $25,000 in exchange for a charitable gift annuity. She will receive annual payments of $1,775, a rate of 7.1 percent. If Mary waits to make her gift on or …
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[DOC File]CCR Template .us
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Account Value Monthly Annuity Income Rate/$1,000 of Account Value* Monthly Annuity Income Based on Rates Guaranteed in the Contract $164,798 $5.00 $823.99 Based on Rates Currently Offered by the Company $171,976 $6.50 $1,117.84 * If, at the time of annuitization, the annuity income rates …
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[DOCX File]STATE OF NEW YORK
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(ii) Fixed income immediate annuities (Fixed Income, FI) or annuities where annuity income is not yet determined (Not Fixed Income, NFI) (iii) Immediate annuities are those where the first payment …
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[DOCX File]Statutory Accounting Principles Working Group
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A deferred annuity provides for the accumulation of funds to be applied at some future period designated by the policyholder. Premium payments can be made in a lump sum amount (single premium deferred annuity), or periodically (flexible or fixed premium deferred annuity…
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[DOCX File]Statutory Accounting Principles Working Group
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At book value less current surrender charge, where the withdrawal of funds . is payable at all times, or at any time within one year from the statement date in a lump sum subject to a current fixed surrender …
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Current fixed annuity rates 2019