I'm having a situation where my organization has "done it this way in the past" and the archives seem to disagree, and now I'm confused. I have two different scenarios that are happening and would appreciate guidance.
Thanks John. I'm very glad I asked!
Jodie M. Ralston Executive Director, Advancement Services Advancement and External Affairs
T 315.443.1718 F 315.443.2874 firstname.lastname@example.org
In regards to below #1, I've received the form 712 which provides the interpolated terminal reserve value. There is an additional added adjustment on account of dividends to credit of policy. Is the GIK just the interpolated value or the total value including the dividend credit? Thanks!