EX-99.4(K)(I) 3 d231340dex994ki.txt CONTRACT SCHEDULE (ML-EGMIB (4/08)) CONTRACT SCHEDULE GUARANTEED MINIMUM INCOME BENEFIT (GMIB) RIDER EFFECTIVE DATE: [February 15, 2005] GMIB PAYMENT ADJUSTMENT FACTOR: 100% LAST HIGHEST ANNIVERSARY DATE: [Owner's (or oldest Joint Owner's or Annuitant's if owner is a non- natural person) [81/st /] birthday] ANNUAL INCREASE ACCUMULATION RATE: [ %] LAST INCREASE DATE: [Contract Anniversary prior to the Owner's (or oldest Joint Owner's or Annuitant's if owner is a non-natural person) [91/st /] birthday] GMIB RIDER CHARGE: [0.95%] DOLLAR-FOR-DOLLAR WITHDRAWAL PERCENTAGE: [ %] BASIS OF GMIB ANNUITY TABLE: The GMIB Annuity Tables are based on the Annuity 2000 Mortality Table with 10 years of mortality improvement based upon projection scale AA, a 10-year age setback and interest at 1.00%. (Company- adjusted to reflect amounts of monthly income payments shown in the GMIB annuity tables.) ANNUITY OPTIONS: (a) [Life Annuity with 5 Years of Annuity Payments Guaranteed. (b) Joint and Last Survivor Annuity with 5 Years of Annuity Payments Guaranteed.] GMIB INCOME DATE: [February 15, 2015] GMIB Rider TERMINATION DATE: [Contract Anniversary prior to the Owner's (or oldest Joint Owner's or Annuitant's if owner is a non-natural person) [91/st /] birthday] GUARANTEED PRINCIPAL OPTION FIRST EXERCISE DATE: [February 15, 2015] GMIB FIRST OPTIONAL STEP-UP DATE: [February 15, 2006] GMIB OPTIONAL STEP-UP WAITING PERIOD: [1 year] MAXIMUM OPTIONAL STEP-UP AGE: [90] OPTIONAL STEP-UP GMIB INCOME DATE: [10/th /] Contract Anniversary following the date the most recent GMIB Optional Step-Up took effect] MAXIMUM OPTIONAL STEP-UP CHARGE: [1.50%] ALLOCATION, TRANSFER, AND REBALANCING LIMITS: GMIB INVESTMENT DIVISIONS: [EDCA BlackRock Money Market Cyclical Growth and Income ETF Portfolio MetLife Defensive Strategy Portfolio MetLife Moderate Strategy Portfolio Strategic Conservative Growth Portfolio Strategic Growth and Income Portfolio] ML-EGMIB (4/08) PLATFORM 1 MINIMUM PERCENTAGE: [20%] PLATFORM 1 INVESTMENT DIVISIONS: [BlackRock Money Market Portfolio BlackRock Bond Income Portfolio PIMCO Total Return Portfolio PIMCO VIT Low Duration Portfolio] PLATFORM 2 MAXIMUM PERCENTAGE: [80%] PLATFORM 2 INVESTMENT DIVISIONS: [AIM V.I. International Growth Fund Capital Guardian U.S. Equity Portfolio Cyclical Growth and Income ETF Portfolio Cyclical Growth ETF Portfolio Davis Venture Value Portfolio Fidelity VIP Equity-Income Portfolio Jennison Growth Portfolio Julius Baer International Stock Portfolio Legg Mason Partners Aggressive Growth Portfolio Legg Mason Value Equity Portfolio Lord Abbett Bond Debenture Portfolio Lord Abbett Growth and Income Portfolio Met/AIM Capital Appreciation Portfolio MetLife Defensive Strategy Portfolio MetLife Moderate Strategy Portfolio MetLife Stock Index Portfolio MFS(R) Research International Portfolio Oppenheimer Capital Appreciation Portfolio PIMCO VIT High Yield Portfolio PIMCO VIT StocksPLUS(R) Growth and Income Portfolio Putnam VT Growth and Income Fund Strategic Conservative Growth Portfolio Strategic Growth and Income Portfolio Strategic Growth Portfolio T. Rowe Price Large Cap Growth Portfolio Templeton Foreign Securities Fund Van Kampen Comstock Portfolio Western Asset Management Strategic Bond Opportunities Portfolio] PLATFORM 3 MAXIMUM PERCENTAGE: [10%] PLATFORM 3 INVESTMENT DIVISIONS: [Lazard Mid Cap Portfolio Lord Abbett Mid Cap Value Portfolio Putnam VT Vista Fund T. Rowe Price Mid Cap Growth Portfolio Van Kampen Mid Cap Growth Portfolio] PLATFORM 4 MAXIMUM PERCENTAGE: [10%] PLATFORM 4 INVESTMENT DIVISIONS: [BlackRock Strategic Value Portfolio Clarion Global Real Estate Portfolio Franklin Templeton Small Cap Growth Portfolio Met/AIM Small Cap Growth Portfolio MFS(R) Emerging Markets Equity Portfolio T. Rowe Price Small Cap Growth Portfolio Third Avenue Small Cap Value Portfolio] ML-EGMIB (4/08)