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Session Laws, 1982
Volume 742, Page 3361   View pdf image
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HARRY HUGHES, Governor

3361

.80

(III) FOR OTHER ANNUITIES AND FOR
GUARANTEED INTEREST CONTRACTS, EXCEPT AS SET OUT IN
SUBPARAGRAPH (II) ABOVE, THOSE FACTORS SPECIFIED IN
SUBPARAGRAPHS 1., 2., AND 3. BELOW, ACCORDING TO THE RULES
AND DEFINITIONS IN 4., 5., AND 6. BELOW:

1. FOR ANNUITIES AND GUARANTEED
INTEREST CONTRACTS VALUED ON AN ISSUE YEAR BASIS:

GUARANTEE

DURATION

(YEARS)

5 OR LESS:
MORE THAN 5,
BUT NOT MORE
THAN 10:

MORE THAN 10,
BUT NOT MORE
THAN 20:

MORE THAN 20:

2. FOR ANNUITIES AND GUARANTEED
INTEREST CONTRACTS VALUED ON A CHANGE IN FUND BASIS, THE
FACTORS SHOWN IN (A) ABOVE INCREASED BY:

PLAN TYPE

3. FOR ANNUITIES AND GUARANTEED
INTEREST CONTRACTS VALUED ON AN ISSUE YEAR BASIS (OTHER THAN
THOSE WITH NO CASH SETTLEMENT OPTIONS) WHICH DO NOT
GUARANTEE INTEREST ON CONSIDERATIONS RECEIVED MORE THAN 1
YEAR AFTER ISSUE OR PURCHASE AND FOR ANNUITIES AND
GUARANTEED INTEREST CONTRACTS VALUED ON A CHANGE IN FUND
BASIS WHICH DO NOT GUARANTEE INTEREST RATES ON
CONSIDERATIONS RECEIVED MORE THAN 12 MONTHS BEYOND THE
VALUATION DATE, THE FACTORS SHOWN IN 1. OR DERIVED IN 2.
INCREASED BY:

PLAN TYPE

4. FOR OTHER ANNUITIES WITH CASH
SETTLEMENT OPTIONS AND GUARANTEED INTEREST CONTRACTS WITH

WEIGHTING FACTOR
FOR PLAN TYPE

A

B

C

.80

.60

.50

.75

.60

.50

.65

.50

.45

.45

.35

.35

A

B

C

.05

.05

.05

A

B

C

15

.25

.05



 

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Session Laws, 1982
Volume 742, Page 3361   View pdf image
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