KCI Tax Workstation
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Premium Payment
LOB: Variable Life II
Contract #: 004442055
Inforce agency code: 999
Insured name: MINNIE MOUSE
Policy status: Premium Paying
Premium Payment:
Amount:
Effective date: 03/20/1999
Contract Information Before After
*Fund account balance: 18,359.04
Premium deposit charges: 1,065.71
Tax Information Before After
Cost basis: 0.00 8,500.00
MEC status: None Revocable
Excess amount paid: 0.00 1,378.92
Excess removal date: 09/06/1999
Current 7-pay year: 1 1
Current year TAMRA paid amount: 0.00 8,500.00
Total 7-pay premium: 7,374.27 7,121.08
Maximum necessary premium: 0.00 0.00
Maximum necessary premium is estimated: No No
Cumulative 7-pay premium margin: 7,374.27 0.00
Applicable DEFRA test: CVAT CVAT
DEFRA test failed: No No
Current year guideline premium margin: 0.00 0.00
Excess guideline amount paid: 0.00 0.00
2 year lookback performed: No Yes
Taxable distribution amount: 0.00 0.00
Tax reporting year: 1999 1999
Distribution code: None None
Alerts: 1035 payment is after the acceptance window
Contract fails 7-Pay test
*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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