Ppa Allocator
Ppa Allocator
Ppa Allocator
ERISA NonERISA
Address
(a) Amount to TRANSFER FROM the Fixed Interest Account $ per month ($50
minimum)
(b) TRANSFER TO ($ or %)
The monthly amount will be transferred based on your completion of sections 2c and 2d. Your transfers will
be made on a first in, first out (FIFO) basis in accordance with the terms of the contract. All dollar amounts
must be given as whole dollar amounts (e.g. $75 not $75.25) and all percentages must be given in whole
percents (e.g. 33% not 331/2%). Transfers will cease when the balance in the Fixed Interest Account falls
below the specified transfer amount. If percentages are used, the total of both columns must
equal 100%
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Funding Options $ or % Funding Options $ or %
Fixed Interest Account $ % Morgan Stanley Discovery Portfolio $ %
American Funds Insurance Series® $ % T. Rowe Price Mid Cap Growth
BlackRock Bond Income Portfolio $ % Portfolio $ %
Brighthouse/Franklin Low Duration Victory Sycamore Mid Cap Value
$ %
Total Return Portfolio $ % Portfolio
MetLife Aggregate Bond Index American Funds Global Small
Portfolio $ % Capitalization Fund $ %
PIMCO Inflation Protected Bond Invesco Small Cap Growth Portfolio $ %
Portfolio $ % Loomis Sayles Small Cap Core
PIMCO Total Return Portfolio $ % Portfolio $ %
Western Asset Management U.S. Loomis Sayles Small Cap Growth
Government Portfolio $ % Portfolio $ %
Western Asset Management MetLife Russell 2000® Index Portfolio $ %
Strategic Bond Opportunities Neuberger Berman Genesis Portfolio $ %
Portfolio $ % T. Rowe Price Small Cap Growth
American Funds Growth Portfolio $ % Portfolio $ %
American Funds Growth-Income
CBRE Global Real Estate Portfolio $ %
Fund $ %
Portfolios That Invest in Exchange Traded Funds
BlackRock Capital Appreciation
Portfolio $ % SSGA Growth and Income ETF
Calvert VP SRI Balanced Portfolio $ % Portfolio $ %
Loomis Sayles Growth Portfolio SSGA Growth ETF Portfolio $ %
$ %
Jennison Growth Portfolio Asset Allocation Portfolios
$ %
Loomis Sayles Global Allocation Brighthouse Asset Allocation 20
Portfolio $ % Portfolio $ %
Brighthouse/Wellington Balanced Brighthouse Asset Allocation 40
Portfolio $ % Portfolio $ %
Brighthouse/Wellington Core Equity Brighthouse Asset Allocation 60
Opportunities Portfolio $ % Portfolio $ %
Brighthouse/Wellington Large Cap Brighthouse Asset Allocation 80
Research Portfolio $ % Portfolio $ %
MetLife Stock Index Portfolio $ % Brighthouse Asset Allocation 100
Portfolio $ %
MFS® Total Return Portfolio $ %
American Funds® Moderate
MFS® Value Portfolio $ % Allocation Portfolio $ %
T. Rowe Price Large Cap Growth
Portfolio American Funds® Balanced
$ %
Allocation Portfolio $ %
Baillie Gifford International Stock
Portfolio American Funds® Growth Allocation
$ %
Portfolio $ %
Harris Oakmark International
Portfolio $ % Fidelity VIP Freedom 2020 Portfolio $ %
MFS® Research International Fidelity VIP Freedom 2025 Portfolio $ %
Portfolio $ % Fidelity VIP Freedom 2030 Portfolio $ %
MetLife MSCI EAFE® Index Portfolio $ % Fidelity VIP Freedom 2035 Portfolio $ %
Invesco Global Equity Portfolio $ % Fidelity VIP Freedom 2040 Portfolio $ %
Brighthouse/Artisan Mid Cap Value Fidelity VIP Freedom 2045 Portfolio $ %
$ %
Portfolio Fidelity VIP Freedom 2050 Portfolio $ %
Frontier Mid Cap Growth Portfolio $ % Fidelity VIP Freedom 2055 Portfolio $ %
MetLife Mid Cap Stock Index Fidelity VIP Freedom 2060 Portfolio $ %
$ %
Portfolio TOTAL (Percents must equal
100%) $ %
(Note: If dollars are used, dollars in “Transfer From” (section 2a) and Total “Transfer To” dollars must be
equal. For existing clients in the TSA market who have loans, your loan security in the Fixed Interest Account
will not be transferred.)
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(c) Select the day of the month for the first transfer (mm/dd/yyyy):
(d) Select the transfer time frame (Check one.)
SECTION 3: Authorization
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