Rate Information Tree

The tree shows the contract's permissible rates and the related types of contract riders, contract values and tax exemptions that are possible given these rates.

• The Permissible Rates node displays all the rate schedules associated with the contract's contract type.
• The Effective Rate Schedule node indicates the rate schedule currently effective.
• The Contract Rider node displays the bill factors linked to the contract's rate(s) that may have contract riders defined for them. If you expand a node, you can see the individual rate component(s) on which the bill factor is specified. If the contract has a value defined for the contract rider that is currently in effect, it is also shown.
• The Contract Value node displays all the bill factors linked to the contract's rate(s) that may have contract values defined for them. If you expand a node, you can see the individual rate component(s) on which the bill factor is specified. If the contract has a contract value defined that is currently in effect, it is also shown.
• The Tax Exemption node displays all the bill factors linked to the contract's rate(s) that may have tax exemptions defined for them. If you expand a node, you can see the individual rate component(s) on which the bill factor is specified. If the contract has a tax exemption defined for the bill factor that is currently in effect, it is also shown.