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Funds, Stocks & ETFs  »  Vanguard Annuity Portfolios  »  Vanguard Annuity Portfolio Profile

Vanguard Lifetime Income Program - Balanced Portfolio
Account Options

To change your initial allocation of premium among variable annuity payment investment options, submit a phone or written request for transfers of fund values among the investment options. You cannot transfer from the fixed investment option to a variable investment option, but you are permitted to transfer from the variable investment options to the fixed investment option or to other variable investment options. We reserve the right to charge $10 after the first 12 transfers in a contract year.

We also offer features such as dollar-cost averaging and/or automatic rebalancing that provide for automatic and scheduled transfers between variable investment options. Transactions using these features are generally priced as of the date of transfer. If the scheduled date of transfer falls on a nonbusiness day, we'll process the transaction using the preceding business day's prices.

Automatic Rebalancing Service
Allows your annuity portfolios to be automatically readjusted to a specified allocation on a monthly, quarterly, semiannual, or annual basis.

Automatic Exchange Service
Move money automatically from one Vanguard fund account to another. 

Annuity Express Automatic Investment Plan
Transfer funds automatically from your checking or savings account to your Vanguard Variable Annuity contract.

Variable Annuity Transfer - 1035 Exchange
Transfer an annuity tax-free from another organization to your Vanguard Variable Annuity.

Variable Annuity Systematic Withdrawal Program
Schedule a series of withdrawals (minimum of $250 per withdrawal) from a Vanguard Variable Annuity contract valued at $10,000 or more.

Glossary

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