PPA "First Principles" Lump Sum Calculator
Payment Age
years
months
(completed years and month)
- use
55
65
Payment Date
year
month
Deferred Age
(enter 0s if not deferred)
use
65
0
Certain Months
(enter 0 if no certain period)
use
0
60
120
Lump Sum Stability
monthly
calendar year
calendar quarter
plan year
plan quarter
Plan Year Start
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Stability Lookback Months
1
2
3
4
5
Segment Rates override
%
%
% – use
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