KCI Tax Workstation

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Inquiry

LOB:

Variable Life II

 

Contract #:

004442055

 

Inforce agency code:

999

 

Insured name:

MICKEY MOUSE

Policy status:

Premium Paying

Contract Information

Before

 

 

 

 

As of:

03/19/1999

 

Base policy face amount:

50,000.00

 

Base policy issue age:

62

 

*Fund account balance:

18,359.04

 

Loan amount:

0.00

 

Cost basis:

0.00

 

Cash surrender value:

18,359.04

 

Gain:

18,359.04

 

Material change date:

07/09/1998

 

Current 7-pay year:

1

 

MEC status:

None

 

Excess amount paid:

0.00

 

Excess removal date:

 

 

Total 7-pay premium:

7,374.27

 

7-pay premium for death benefit:

6,881.27

 

7-pay premium QAB credit:

0.00

 

7-pay premium substandard credit:

493.00

 

Maximum necessary premium:

0.00

 

Maximum necessary premium is estimated:

No

 

Accumulated 7-pay premium:

7,374.27

 

Accumulated amounts paid:

0.00

 

Cumulative 7-pay premium margin:

7,374.27

 

Applicable tax code:

Current US

 

Applicable DEFRA test:

CVAT

 

DEFRA test failed:

No

 

Guideline single premium:

0.00

 

Accumulated guideline level:

0.00

 

Premiums paid for guideline:

0.00

 

Current year guideline premium margin:

0.00

 

Excess guideline amount paid:

0.00

 

Corridor death benefit:

0.00

 

Tax reporting year:

1999

 

Taxable gain amount YTD:

0.00

 

1035 cash value carryover:

0.00

 

1035 cost basis carryover:

0.00

 

Transaction type:

 
 
 

*Fund Account Balance represents values as of 03/19/1999.
This does not reflect actual values as of the transaction date due to fund performance.

 

 

 


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