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Lincoln Financial Group 1/22/2024
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6 Years Then Destroy
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Lincoln Financial Group 1/22/2024
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Entry Properties
Last modified
1/23/2024 2:33:58 PM
Creation date
1/23/2024 2:33:17 PM
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Template:
Contracts
Contractor's Name
Lincoln Financial Group
Approval Date
1/22/2024
End Date
12/31/2024
Department
Human Resources
Department Project Manager
Michael Duerr
Subject / Project Title
Lincoln Financial Group HRA/VEBA Transfer
Tracking Number
0004147
Total Compensation
$0.00
Contract Type
Agreement
Contract Subtype
Other Services Agreements
Retention Period
6 Years Then Destroy
Imported from EPIC
No
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AN-700 (03/21) 14 Alliance 2021 <br /> <br /> <br /> <br />JOINT AND SURVIVOR LIFE ANNUITY TABLE <br /> <br /> <br />DOLLAR AMOUNT OF FIRST MONTHLY PAYMENT WHICH IS <br />PURCHASED WITH EACH $1,000 APPLIED <br /> <br /> <br /> 100% 66.2/3% 50% <br />Contingent <br />Annuitant Age <br />Joint & Survivor Joint & Survivor Joint & Survivor <br />55 $2.32 $2.36 $2.46 <br />56 2.37 2.41 2.52 <br />57 2.42 2.47 2.58 <br />58 2.47 2.52 2.64 <br />59 2.52 2.59 2.71 <br /> <br />60 2.58 2.65 2.78 <br />61 2.64 2.72 2.85 <br />62 2.70 2.79 2.93 <br />63 2.76 2.86 3.02 <br />64 2.83 2.94 3.11 <br /> <br />65 2.91 3.03 3.20 <br />66 2.99 3.12 3.30 <br />67 3.07 3.22 3.41 <br />68 3.16 3.32 3.53 <br />69 3.26 3.43 3.65 <br /> <br />70 3.36 3.55 3.79 <br /> <br /> <br />*The Contingent Annuitant’s Age is assumed to be the same as the Annuitant’s Age for <br />illustration purposes in the table above. <br /> <br />Annuity purchase rates for any Age(s) not shown, determined on the same basis, will be <br />furnished by Us upon Request. <br /> <br />Annuity purchase rates for any agreed upon annuity form not shown in this Article will be <br />determined on the same basis and furnished by Us upon Request. <br /> <br />Age Adjustment Table <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br /> <br />Year of Annuitization Adjustment to Age <br />Before 2030 0 <br />2030-2039 -1 <br />2040-2049 -2 <br />2050-2059 -3 <br />2060 and after Available upon request
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