KCI Tax Workstation
New Search -- Tax Workstation Help -- Change Password -- Logoff
 
Withdrawal
LOB: Variable Life II
Contract #: 004442055
Inforce agency code: 999
Insured name: MINNIE MOUSE
Policy status: Premium Paying
Withdrawal:
Amount:
Effective date: 03/20/1999
Contract Information Before After
Cash surrender value: 18,359.04 16,339.04
*Fund account value: 18,359.04
Loan amount: 0.00 0.00
Loan interest: 0.00 0.00
Loan asset credit: 0.00 0.00
**Accumulated withdrawal charges: 0.00
Tax Information Before After
Cost basis: 0.00 0.00
Gain: 18,359.04 16,339.04
MEC status: None None
Total distribution amount: 0.00 2,000.00
Corridor death benefit: 0.00 0.00
Recapture ceiling amount: 0.00 0.00
Taxable distribution amount: 0.00 2,000.00
Penalty tax indicator: No No
Distribution code: None Normal
Alerts:
*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.
**Charges can be Modeled.

KCI Tax Workstation version 2.1i COPYRIGHT ©1999-2014 by Koehler Consulting, Inc.