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State Premium Taxes

Some states impose a "State Premium Tax" against either the Accumulated Value of the variable annuity or the Purchase Payments. Companies deduct these taxes as incurred according to state regulations. State tax laws change, check with the company issuing your variable annuity contract for the most current tax status.

Taxes as of December 1, 1997
State Qualified
Funds
Non-Qualified
Funds

South Dakota 0% 1.25%
Assesses a Premium Tax against the Initial Premium Payment and all Additional Premium Payments
California
District of Columbia
Kansas
Kentucky
Maine
Nevada
West Virginia
Wyoming
.50%
2.25%
0%
2.00%
0%
0%
1.00%
0%
2.35%
2.25%
2.00%
2.00%
2.00%
3.50%
1.00%
1.00%
Assesses a Premium Tax against the Accumulated Values when the Owner choses an Annuity Payment Option.

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