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[DOC File]Form 2454g, Standards for Prior Approval Group Deferred ...
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Title: 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
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[DOCX File]Statutory Accounting Principles Working Group
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, and is limited to annuity contracts and other contracts involving certain guaranteed annuity benefits similar to those offered . with variable annuities that are reserved for in accordance with . Valuation Manual 21: Requirements for Principal-Based . Reserves for Variable Annuities (VM-21). Accounting / Reporting Issue. It has been ...
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[DOC File]By: Eiland
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(a) Where the application for an annuity contract is taken in a face-to-face meeting, the applicant shall, at or before the time of application, be given both a disclosure document and the applicable Buyer's Guide for either a Fixed Deferred annuity or Equity Indexed annuity based on the application for annuity …
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[DOC File]REG:
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An equity indexed annuity is a fixed annuity, either immediate or deferred, that earns interest or provides benefits that are linked to an external equity reference or an equity index. The value of the index might be tied to a stock or other equity index.
fixed indexed deferred annuity

Group Fixed and/or Variable Deferred Annuity Contracts ...
Jul 25, 2014 · A variable annuity may provide that, at the time the annuity becomes payable, the insurer may, at its option, in lieu of commencing annuity payments, cancel the annuity and pay the contractholder its accumulated value (i.e. no reduction for surrender charges or MVA), if such accumulated value is less than $2000, or would provide an income the ...
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[DOC File]annuity disclosure
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A. Immediate and deferred annuities that contain no non-guaranteed elements; B. (1) Annuities used to fund: ... In determining the non-guaranteed illustrated values for a fixed indexed annuity, the index-based interest rate and account value shall be calculated for three different scenarios: one to reflect historical performance of the index ...
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[DOC File]Form 2454f, Standards for Prior Approval Individual Fixed ...
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A02I Individual annuities - Deferred non-variable . A07I Individual annuities - Special (equity indexed) A08I Individual annuities - Unallocated. A10I Individual annuities - Other (two-tiered annuity) Types of coverage: A02I.001 Fixed premium A02I.004 Modified single premium . A02I.002 Flexible premium A02I.005 Limited flexible premium
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Deferred indexed annuity