Deferred fixed annuity risk

    • Group Fixed and/or Variable Deferred Annuity Contracts ...

      Jul 25, 2014 · The MVA formula cannot pass any material risk of asset default or deterioration in asset quality from the company to the certificate holder. See §44.5(b)(4) of Regulation No. 127. ... If a fixed deferred annuity contract or a separate account annuity contract with a fixed account includes a fixed account availability restriction (either in the ...

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    • Life Insurers: Individual Fixed and/or Variable Deferred ...

      Oct 06, 2020 · If a fixed annuity permits the insurer to refuse to commence the annuity payments due to minimum size requirements (i.e. the actual accumulation amount is less than $5,000 or the amount of annuity payments would be less than $20 per month calculated on the basis guaranteed in the contract) at the annuity date, the contract must provide for ...

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    • [DOC File]Title 20--DEPARTMENT OF

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      This rule recognizes that flexible payment deferred annuities differ from traditional fully guaranteed fixed-premium, fixed-benefit annuity contracts in that the full risk on the contract may be indeterminable and not attach to the insurer, and the total premium is not paid until it …

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    • [DOC File]Form 2454g, Standards for Prior Approval Group Deferred ...

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      Form 2454g, Standards for Prior Approval Group Deferred Fixed and Variable Annuities, ORS 742.003(1), Form # 440-2454g Subject: Rates & Forms Filing Requirements Form 2454g, Standards for Prior Approval Group Deferred Fixed and Variable Annuities, rev. 12/2011 Author: Document: DCBS Insurance Division - T. Vance (rev. 12/29/2011) Keywords

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