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  • Index Strategy Disclosure And Allocation Form - Ipipeline

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Athene Accumulator and Ascent Pro sm Index Strategy Disclosure and Allocation Form Athene Annuity and Life Company Mailing Address: PO Box 1555, Des Moines, IA 503061555 Overnight Address: 7700 Mills.

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10% Free Withdrawals – In the first contract year, 10% of premium payments may be withdrawn without incurring Withdrawal Charges or Market Value Adjustment. Up to 10% of the accumulation value as of the contract anniversary may be withdrawn in subsequent years.

Rider Charge The Liquidity Rider included with Athene Performance Elite Plus annuity has a charge that is deducted from your annuity's Accumulated Value during the Withdrawal Charge period.

The free withdrawal amount is increased to 10% per year and may be taken as early as the first contract year. If no withdrawals are taken in a given year, up to 20% of the Accumulated Value is available for withdrawal in the next year.

Annual Liquidity Rider Charge Rate (Plus only) 0.95% charge deducted from the Accumulated Value during the Rider Charge Period (same duration as the Withdrawal Charge period).

Annual Rider Charge Rate The Income Base is multiplied by this rate at each anniversary to determine the Annual Income Rider Charge, 1/12 of which is deducted monthly from the Accumulation Value and Minimum Guaranteed Contract Value, if applicable.

How often can you reallocate index strategies? You may reallocate available funds at the end of each crediting period on your contract anniversary. You have 30 days to submit a re-allocation form and if you do nothing your allocations will remain the same as the previous year.

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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232