The Lincoln National Life Insurance Company Universal Life Portfolio

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Transcription:

The Lincoln National Life Insurance Company Universal Life Portfolio State Availability as of 6/11/2018 PRODUCTS Lincoln LifeCurrent UL Lincoln LifeGuarantee UL (2013) - 02/12/18 09/12/16 Lincoln LifeGuarantee UL (2012) Lincoln LifeReserve UL (2009) Lincoln WealthAccumulate SM IUL (2018) - 05/14/18 Lincoln LifeReserve Indexed UL Accumulator (2014) Lincoln WealthAdvantage Indexed UL Lincoln WealthPreserve IUL (2017) - 02/12/18 Lincoln Conversion SM UL 1 AL AK AZ AR CA CO CT DE DC FL GA GU HI ID IL IN IA KS KY LA ME MP MD MA MI MN MS MO MT NE NV NH NJ NM NY* NC ND OH OK OR PA PR RI SC SD TN TX UT VT VI VA WA WV WI WY X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X O X X X X X X X X X X X X X X X X X X X U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U O U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U O U U U U U U X U U U U U U U U U U U U U X X X X X X X X X X X X X X X X X X X X X X X X X X X X O X X X X X X X X X X X X X X X X X X X U U U U X U U X X X U X U U U U U U U U U X U U U U U U U U U U U U X U X U U U U U U U X U U U U X U U U U U U U U U X U U X X X U X U U U U U U U U U X U U U U U U U U U U U U X U X U U U U U U U X U U U U X U U U U U X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X STATUS X = Available O = Will Not Be Made Available U = Withdrawn upon availability of new product/new rates. See Page 3 and following for Withdrawal Dates. Product Name 1 Lincoln LifeCurrent UL 2a Lincoln LifeGuarantee UL (2013) all versions 2b Lincoln LifeGuarantee UL (2012) 3 Lincoln LifeReserve UL (2009) 4 Lincoln WealthAccumulate SM IUL (2018) - 05/14/18 5 Lincoln LifeReserve Indexed UL Accumulator (2014) 6 Lincoln WealthAdvantage Indexed UL 7 Lincoln WealthPreserve IUL (2017) - 02/12/18 8 Lincoln Conversion SM UL Form Number UL 5023 w/f5123-a UL 6000 w/f6002-a UL 5049 w/f5149-a UL 5051 w/f5151-a ICC18UL6083/UL6083 w/icc18ul6083-1/ul6083-1 ICC14UL 6024 w/icc14f6026-a or UL 6024 w/f6026-a ICC15UL 6046 w/icc15f6048-a or UL 6046 w/f6048-a ICC17UL6082/UL6082 w/icc17ul6082-1/ul6082-1 UL 5051 w/f5151-c Rider ABR ACSV #ACSV ^ACSV ADB ADE CTR CTR# COIR +CPG CPG DWMD DWSP ENLR GIR LAABR LEABR^ LEABR+ LEABR# OITR OITR# OPR OPE #OPE PITR PITR# SCR STR SVEE Marketing Name Rider Name Alternate Cash Surrender Value Rider Alternate Cash Surrender Value Rider Alternate Cash Surrender Value Rider Accidental Death Benefit Rider Assured Distribution Endorsement Coverage Protection Guarantee Rider Disability Waiver of Monthly Deduction Rider Disability Waiver of Specified Premium Rider Lincoln LifeEnhance Lincoln LifeEnhance Children's Term Rider Change of Insured Rider Coverage Protection Guarantee Rider Guranteed Insurability Rider Lincoln LifeAssure Accelerated Lincoln LifeEnhance Children's Term Rider Extended No-Lapse Minimum Premium Rider Supplemental Term Insurance Rider on Other Insured Overloan Protection Rider Overloan Protection Endorsement Supplemental Term Insurance Rider on Primary Insured Supplemental Term Insurance Rider on Primary Insured Supplemental Coverage Rider Spouse Term Rider for Chronic Illness and Terminal Illness for Chronic Illness and Terminal Illness for Chronic Illness and Terminal Illness for Chronic and Terminal Illness Supplemental Term Insurance Rider on Other Insured Overloan Protection Endorsement Surrender Value Enhancement Endorsement Form Number J-387, J-388 J-5759 ICC18ACSVR-7047/ACSVR-7047 4 J-5775 BJ-4889 J-5761 (1/09) CTR-5613 ICC17CTR-7036/CTR-7036 J-5760 CPG-7000 J-5899 J-371 J-372 ICC17MPR-7045/MPR-7045 BJ-4966 ICC17ABR-7044/ABR-7044 ICC15ABR-7001/ABR-7001 ABR-5762 ICC15ABR-7027/ABR-7027 J-5753 ICC17OITR-7038/OITR-7038 LR616 END-5843 END-5841(03/08) J-5752 ICC17PITR-7037/PITR-7037 J-5758 STR-5614 ICC15END-7026/END-7026 w/icc18ul6083-2/ul6083-2 OR w/icc15f6048-b/f6048-b Only Available with Product(s) 3 5 1, 2a, 2b, 3, 5, 6 3 1, 2a, 2b, 3, 5, 6 4, 7 3, 4, 5, 6, 7 2a 2b 1, 2a, 2b, 3, 5, 6 7 1, 2a, 2b, 3, 5, 6 2a, 4, 7 2a 5 4, 6, 7 5, 6 4, 7 3, 4, 5, 6, 7, 8 3 5 5, 6 4, 7 3 1, 2a, 2b, 3 4, 6 REMINDER TO PRODUCERS: APPLICATIONS WILL NOT BE ACCEPTED UNTIL STATE AVAILABILITY IS COMMUNICATED. PLEASE DO NOT SOLICIT APPLICATIONS UNTIL SUCH TIME. SEE FOLLOWING PAGES FOR STATE AVAILABILITY DATES. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. The Lincoln National Life Insurance Company is not authorized nor does it solicit business in the state of New York. In some states, contract terms are set out and coverage may be provided in the form of certificates issued under a group policy issued by The Lincoln National Life Insurance Company to a group life insurance trust. Contractual obligations are backed by the claims-paying ability of The Lincoln National Life Insurance Company. * Policies sold in New York are issued by Lincoln Life & Annuity Company of New York, Syracuse, NY. The contractual obligations are backed by the claims-paying ability of Lincoln Life & Annuity Company of New York. 1 Except in limited scenarios, Lincoln Conversion SM UL will be the only conversion option available for products/riders introduced prior to April 2007. Full product portfolio will be available when required by applicable policy language, Lincoln s relationship with the original issuer, or for consistency across smaller blocks. See term conversion guidelines for additional details. Page 1 of 8

RIDERS ABR ACSV #ACSV ^ACSV ADB ADE CTR CTR# COIR +CPG CPG DWMD DWSP ENLR GIR LAABR LEABR ^ LEABR+ LEABR# OITR OITR# OPR OPE #OPE PITR PITR# SCR STR SVEE STATUS X = Available O = Will Not Be Made Available X+ = ABR Without Catastrophic Health Benefits Only X# = ABR Without Nursing Home Benefit U = Withdrawn 1 All New Jersey Products except for Lincoln LifeCurrent UL and Lincoln LifeReserve UL (2009) will offer a state variation of the Accelerated Benefit Rider (ABR) J-388.40 with Terminal Illness only. 2 In New York, Lincoln WealthAdvantage Indexed UL will use the Overloan Protection Rider (OPR) LR616 in lieu of the withdrawn version. AL AK AZ AR CA CO CT DE DC FL GA GU HI ID IL IN IA KS KY LA ME MP MD MA MI MN MS MO MT NE NV NH NJ NM NY* NC ND OH OK OR PA PR RI SC SD TN TX UT VT VI VA WA WV WI WY X X X X X+# X X+ X X X X X X X X# X X X X X X X X+# X# X X X X X X X X X 1 X X+# X X X X# X X+ X X X X X X# X X# X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X O X X X X X X X X X O X X X X O X X X X X X X X X X X X X X X X X X X O X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X O X X X X X X X X X X X X X X X X X X X U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U O U U U U U U X U U U U U U U U U U U U U X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X O X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X& X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X 2 X X X X X X X X X X X X X X X X X X X X U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U X U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U U X U U U U U U U U U U U U U U U U U U U U X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X O X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X O X X X X X X X X X X X X X X X X X X X X Rider Marketing Name Rider Name ABR ACSV Alternate Cash Surrender Value Rider #ACSV Alternate Cash Surrender Value Rider ^ACSV Alternate Cash Surrender Value Rider ADB Accidental Death Benefit Rider ADE CTR CTR# COIR +CPG CPG DWMD DWSP ENLR GIR Assured Distribution Endorsement Children's Term Rider Children's Term Rider Change of Insured Rider Coverage Protection Guarantee Rider Coverage Protection Guarantee Rider Disability Waiver of Monthly Deduction Rider Disability Waiver of Specified Premium Rider Extended No-Lapse Minimum Premium Rider Guranteed Insurability Rider Rider LEABR+ LEABR# OITR OITR# OPR OPE #OPE PITR PITR# SCR STR SVEE Marketing Name Lincoln LifeEnhance Accelerated Rider Name for Chronic Illness and Terminal Illness Lincoln LifeEnhance Accelerated for Chronic Illness and Terminal Illness Supplemental Term Insurance Rider on Other Insured Supplemental Term Insurance Rider on Other Insured Overloan Protection Rider Overloan Protection Endorsement Overloan Protection Endorsement Supplemental Term Insurance Rider on Primary Insured Supplemental Term Insurance Rider on Primary Insured Supplemental Coverage Rider Spouse Term Rider Surrender Value Enhancement Endorsement LAABR LEABR^ Lincoln LifeAssure Accelerated Lincoln LifeEnhance Accelerated for Chronic Illness and Terminal Illness for Chronic Illness and Terminal Illness UL Availability Chart Page 2 of 8

PUBLISHED AVAILABILITY DATE PUBLISHED WITHDRAWAL DATE PUBLISHED AVAILABILITY DATE PUBLISHED WITHDRAWAL DATE FOR Lincoln WealthAccumulate SM FOR Lincoln LifeReserve FOR Lincoln WealthAccumulate SM FOR Lincoln LifeReserve IUL (2018) Indexed UL Accumulator (2014) IUL (2018) Indexed UL Accumulator (2014) AND Lincoln WealthAdvantage AND Lincoln WealthAdvantage STATE Indexed UL STATE Indexed UL AL 5/14/2018 7/12/2018 MO 5/14/2018 7/12/2018 AK 5/14/2018 7/12/2018 MT 5/14/2018 7/12/2018 AZ 5/14/2018 7/12/2018 NE 5/14/2018 7/12/2018 AR 5/14/2018 7/12/2018 NV 5/14/2018 7/12/2018 CA NH 5/14/2018 7/12/2018 CO 5/14/2018 7/12/2018 NJ 5/14/2018 7/12/2018 CT 5/14/2018 7/12/2018 NM 5/14/2018 7/12/2018 DE NC 5/14/2018 7/12/2018 DC ND 6/11/2018 8/10/2018 FL NY N/A N/A GA 5/14/2018 7/12/2018 OH 5/14/2018 7/12/2018 GU OK 5/14/2018 7/12/2018 HI 5/14/2018 7/12/2018 OR 5/14/2018 7/12/2018 ID 5/14/2018 7/12/2018 PA 5/14/2018 7/12/2018 IL 5/14/2018 7/12/2018 PR 5/14/2018 7/12/2018 IN 5/14/2018 7/12/2018 RI 5/14/2018 7/12/2018 IA 5/14/2018 7/12/2018 SC 5/14/2018 7/12/2018 KS 5/14/2018 7/12/2018 SD 6/11/2018 8/10/2018 KY 5/14/2018 7/12/2018 TN 5/14/2018 7/12/2018 LA 5/14/2018 7/12/2018 TX 5/14/2018 7/12/2018 ME 5/14/2018 7/12/2018 UT 5/14/2018 7/12/2018 MP VT 5/14/2018 7/12/2018 MD 5/14/2018 7/12/2018 VA 5/14/2018 7/12/2018 MA 5/14/2018 7/12/2018 VI MI 5/14/2018 7/12/2018 WA 5/14/2018 7/12/2018 MN 5/14/2018 7/12/2018 WV 5/14/2018 7/12/2018 MS 5/14/2018 7/12/2018 WI 5/14/2018 7/12/2018 WY 5/14/2018 7/12/2018 Lincoln WealthAccumulate SM IUL (2018) replaces Lincoln LifeReserve Indexed UL Accumulator (2014) and Lincoln WealthAdvantage Indexed UL. Page 3 of 8

STATE AL AK AZ AR CA CO CT DE DC FL GA GU HI ID IL IN IA KS KY LA ME MP MD MA MI MN MS PUBLISHED AVAILABILITY DATE PUBLISHED WITHDRAWAL DATE PUBLISHED AVAILABILITY DATE PUBLISHED WITHDRAWAL DATE FOR EXEC RIDER used with FOR EXEC RIDER used with FOR EXEC RIDER used with FOR EXEC RIDER used with Lincoln WealthAccumulate SM Lincoln LifeReserve Indexed Lincoln WealthAccumulate SM Lincoln LifeReserve Indexed IUL (2018) - 05/14/18 UL Accumulator (2014) IUL (2018) - 05/14/18 UL Accumulator (2014) STATE MO MT NE NV NH NJ NM NC ND NY OH OK OR PA PR RI SC SD TN TX UT VT VA VI WA WV WI For policies with the, the withdrawal date for the Lincoln LifeReserve Indexed UL Accumulator (2014) product is the later of the product withdrawal date or the withdrawal date. WY Page 4 of 8

PUBLISHED AVAILABILITY DATE PUBLISHED AVAILABILITY DATE STATE FOR Lincoln WealthPreserve IUL (2017) - 02/12/18 STATE FOR Lincoln WealthPreserve IUL (2017) - 02/12/18 AL 2/12/2018 MO 2/12/2018 AK 2/12/2018 MT 2/12/2018 AZ 2/12/2018 NE 2/12/2018 AR 2/12/2018 NV 2/12/2018 CA NH 2/12/2018 CO 2/12/2018 NJ 2/12/2018 CT 2/12/2018 NM 2/12/2018 DE 6/11/2018 NC 2/12/2018 DC 2/12/2018 ND 2/12/2018 FL 5/14/2018 NY 6/11/2018 GA 2/12/2018 OH 2/12/2018 GU 5/14/2018 OK 2/12/2018 HI 2/12/2018 OR 2/12/2018 ID 2/12/2018 PA 2/12/2018 IL 2/12/2018 PR 2/12/2018 IN 2/12/2018 RI 2/12/2018 IA 2/12/2018 SC 2/12/2018 KS 2/12/2018 SD 2/12/2018 KY 2/12/2018 TN 2/12/2018 LA 2/12/2018 TX 2/12/2018 ME 2/12/2018 UT 2/12/2018 MP 6/11/2018 VT 2/12/2018 MD 2/12/2018 VA 2/12/2018 MA 2/12/2018 VI MI 2/12/2018 WA 2/12/2018 MN 2/12/2018 WV 2/12/2018 MS 2/12/2018 WI 2/12/2018 WY 2/12/2018 Page 5 of 8

STATE PUBLISHED AVAILABILITY DATE PUBLISHED WITHDRAWAL DATE PUBLISHED AVAILABILITY DATE PUBLISHED WITHDRAWAL DATE FOR FOR FOR FOR 02/12/18 09/12/16 STATE 02/12/18 09/12/16 AL 2/12/2018 4/12/2018 MO 2/12/2018 4/12/2018 AK 2/12/2018 4/12/2018 MT 2/12/2018 4/12/2018 AZ 2/12/2018 4/12/2018 NE 2/12/2018 4/12/2018 AR 2/12/2018 4/12/2018 NV 2/12/2018 4/12/2018 CA 2/12/2018 4/12/2018 NH 2/12/2018 4/12/2018 CO 2/12/2018 4/12/2018 NJ 2/12/2018 4/12/2018 CT 2/12/2018 4/12/2018 NM 2/12/2018 4/12/2018 DE 2/12/2018 4/12/2018 NC 2/12/2018 4/12/2018 DC 2/12/2018 4/12/2018 ND 2/12/2018 4/12/2018 FL 2/12/2018 4/12/2018 NY N/A N/A GA 2/12/2018 4/12/2018 OH 2/12/2018 4/12/2018 GU 2/12/2018 4/12/2018 OK 2/12/2018 4/12/2018 HI 2/12/2018 4/12/2018 OR 5/14/2018 7/12/2018 ID 2/12/2018 4/12/2018 PA 2/12/2018 4/12/2018 IL 2/12/2018 4/12/2018 PR IN 2/12/2018 4/12/2018 RI 2/12/2018 4/12/2018 IA 2/12/2018 4/12/2018 SC 2/12/2018 4/12/2018 KS 2/12/2018 4/12/2018 SD 2/12/2018 4/12/2018 KY 2/12/2018 4/12/2018 TN 2/12/2018 4/12/2018 LA 2/12/2018 4/12/2018 TX 2/12/2018 4/12/2018 ME 2/12/2018 4/12/2018 UT 2/12/2018 4/12/2018 MP 2/12/2018 4/12/2018 VT 2/12/2018 4/12/2018 MD 2/12/2018 4/12/2018 VA 2/12/2018 4/12/2018 MA 2/12/2018 4/12/2018 VI 2/12/2018 4/12/2018 MI 2/12/2018 4/12/2018 WA 2/12/2018 4/12/2018 MN 2/12/2018 4/12/2018 WV 2/12/2018 4/12/2018 MS 2/12/2018 4/12/2018 WI 2/12/2018 4/12/2018 WY 2/12/2018 4/12/2018 s Page 6 of 8

STATE PUBLISHED AVAILABILITY DATE PUBLISHED WITHDRAWAL DATE PUBLISHED AVAILABILITY DATE PUBLISHED WITHDRAWAL DATE FOR FOR FOR FOR 09/12/16 02/08/16 STATE 09/12/16 02/08/16 AL 9/12/2016 10/14/2016 MO 9/12/2016 10/14/2016 AK 9/12/2016 10/14/2016 MT 9/12/2016 10/14/2016 AZ 9/12/2016 10/14/2016 NE 9/12/2016 10/14/2016 AR 9/12/2016 10/14/2016 NV 9/12/2016 10/14/2016 CA 9/12/2016 10/14/2016 NH 9/12/2016 10/14/2016 CO 9/12/2016 10/14/2016 NJ 9/12/2016 10/14/2016 CT 9/12/2016 10/14/2016 NM 9/12/2016 10/14/2016 DE 9/12/2016 10/14/2016 NC 9/12/2016 10/14/2016 DC 9/12/2016 10/14/2016 ND 9/12/2016 10/14/2016 FL 9/12/2016 10/14/2016 NY N/A N/A GA 9/12/2016 10/14/2016 OH 9/12/2016 10/14/2016 GU 9/12/2016 10/14/2016 OK 9/12/2016 10/14/2016 HI 9/12/2016 10/14/2016 OR 12/12/2016 1/11/2017 ID 9/12/2016 10/14/2016 PA 9/12/2016 10/14/2016 IL 9/12/2016 10/14/2016 PR IN 9/12/2016 10/14/2016 RI 9/12/2016 10/14/2016 IA 9/12/2016 10/14/2016 SC 9/12/2016 10/14/2016 KS 9/12/2016 10/14/2016 SD 9/12/2016 10/14/2016 KY 9/12/2016 10/14/2016 TN 9/12/2016 10/14/2016 LA 9/12/2016 10/14/2016 TX 9/12/2016 10/14/2016 ME 9/12/2016 10/14/2016 UT 9/12/2016 10/14/2016 MP 9/12/2016 10/14/2016 VT 9/12/2016 10/14/2016 MD 11/7/2016 12/7/2016 VA 9/12/2016 10/14/2016 MA 9/12/2016 10/14/2016 VI 9/12/2016 10/14/2016 MI 9/12/2016 10/14/2016 WA 9/12/2016 10/14/2016 MN 9/12/2016 10/14/2016 WV 9/12/2016 10/14/2016 MS 9/12/2016 10/14/2016 WI 9/12/2016 10/14/2016 WY 9/12/2016 10/14/2016 s Page 7 of 8

FULL PRODUCT PORTFOLIO AVAILABLE IF BOTH: FULL PRODUCT PORTFOLIO AVAILABLE IF BOTH: STATE PUBLISHED AVAILABILITY DATE FOR Lincoln Conversion SM UL Term Conversion Application Received by Permanent Policy Placed by STATE PUBLISHED AVAILABILITY DATE FOR Lincoln Conversion SM UL Term Conversion Application Received by Permanent Policy Placed by AL 2/13/2017 3/1/2017 5/5/2017 MO 5/15/2017 6/14/17 7/14/2017 AK 2/13/2017 3/1/2017 5/5/2017 MT 2/13/2017 3/1/2017 5/5/2017 AZ 2/13/2017 3/1/2017 5/5/2017 NE 2/13/2017 3/1/2017 5/5/2017 AR 2/13/2017 3/1/2017 5/5/2017 NV 2/13/2017 3/1/2017 5/5/2017 CA 4/10/2017 5/10/2017 6/9/2017 NH 2/13/2017 3/1/2017 5/5/2017 CO 2/13/2017 3/1/2017 5/5/2017 NJ 5/15/2017 6/14/17 7/14/2017 CT 2/13/2017 3/1/2017 5/5/2017 NM 2/13/2017 3/1/2017 5/5/2017 DE 2/13/2017 3/1/2017 5/5/2017 NC 2/13/2017 3/1/2017 5/5/2017 DC 2/13/2017 3/1/2017 5/5/2017 ND 2/13/2017 3/1/2017 5/5/2017 FL 2/13/2017 3/1/2017 5/5/2017 NY 3/26/2018 4/25/2018 5/25/2018 GA 2/13/2017 3/1/2017 5/5/2017 OH 3/27/2017 4/26/2017 5/26/2017 GU 2/13/2017 3/1/2017 5/5/2017 OK 2/13/2017 3/1/2017 5/5/2017 HI 7/10/2017 8/9/2017 9/8/2017 OR 3/27/2017 4/26/2017 5/26/2017 ID 2/13/2017 3/1/2017 5/5/2017 PA 6/12/2017 7/12/2017 8/11/2017 IL 2/13/2017 3/1/2017 5/5/2017 PR 5/15/2017 6/14/17 7/14/2017 IN 2/13/2017 3/1/2017 5/5/2017 RI 3/13/2017 4/12/2017 5/12/2017 IA 2/13/2017 3/1/2017 5/5/2017 SC 2/13/2017 3/1/2017 5/5/2017 KS 2/13/2017 3/1/2017 5/5/2017 SD 2/13/2017 3/1/2017 5/5/2017 KY 2/13/2017 3/1/2017 5/5/2017 TN 2/13/2017 3/1/2017 5/5/2017 LA 2/27/2017 3/29/2017 5/5/2017 TX 5/15/2017 6/14/17 7/14/2017 ME 2/13/2017 3/1/2017 5/5/2017 UT 2/13/2017 3/1/2017 5/5/2017 MP 2/13/2017 3/1/2017 5/5/2017 VT 2/27/2017 3/29/2017 5/5/2017 MD 2/13/2017 3/1/2017 5/5/2017 VA 3/13/2017 4/12/2017 5/12/2017 MA VI 2/13/2017 3/1/2017 5/5/2017 MI 2/13/2017 3/1/2017 5/5/2017 WA 2/13/2017 3/1/2017 5/5/2017 MN 2/13/2017 3/1/2017 5/5/2017 WV 2/13/2017 3/1/2017 5/5/2017 MS 2/13/2017 3/1/2017 5/5/2017 WI 2/13/2017 3/1/2017 5/5/2017 WY 2/13/2017 3/1/2017 5/5/2017 Refer to Term Conversion Guidelines for additional details. For approvals after 2/13/2017, the application cutoff will be 30 days from availability date and the placed cutoff will be 60 days from availability date. Page 8 of 8