Variable Adjustable Life Allocation Options   LOGO

 

Minnesota Life Insurance Company - a Securian Financial company

Life New Business • 400 Robert Street North, St. Paul, MN 55101-2098

 

 
Instructions

This form is to be completed by the policyowner or the licensed financial professional.

 

•  

Select either net premium allocations on pages 1-2 or choose a focused portfolio on page 3.

 

  -

In Texas, the Guaranteed Account is not available for VAL Horizon.

 

  -

Single NRPs will use the same allocation as net premium unless a different allocation is requested. To request a different allocation for Single Non Repeating Premium, complete the Single NRP column.

 

  -

Billable NRPs will automatically use the same allocation as net premium.

 

  -

If EGA Choice exists, then systematic rebalancing is required.

 

  -

Monthly charge allocations are not allowed with EGA Choice.

 

•  

For monthly charge allocations, select one of the monthly charge allocations boxes on page 1.

 

•  

For rebalancing or transfers complete page 4.

  -

If electing systematic rebalancing, also complete the net premium allocations column on pages 1-2.

  -

If completing section D, then the cash value of the selected FROM accounts will be allocated in total to the TO accounts according to the percentages or dollar amounts indicated.

  -

If a systematic rebalance is selected and 100% of the allocations are in one account, systematic rebalancing will not be added to the policy.

 

•  

For partial surrender allocations, indicate on pages 1-2 and submit a policy change booklet.

 

•  

For loan allocations, indicate on pages 1-2 and submit a Policy Service Request.

 

Securian Financial is the marketing name for Minnesota Life Insurance Company. Insurance products are issued by Minnesota Life Insurance Company.   Minnesota Life
F72225 Rev 10-2025   1 of 5

Variable Adjustable Life Allocation Options

 

Policy number   Insured name   Owner name (if different from  insured)      Date       Firm/rep code

This transaction was initiated by: ☐ Policyowner  ☐ Financial professional

 

•  

Select net premium allocations. Allocations must be in increments of 1%; minimum is 1%. Allocations must total 100%.

 

•  

Check one for monthly charge allocations:

 

  ☐

Request to assess monthly charge allocations other than proportionately (indicate below).

  ☐

Request the same monthly charge allocations as the net premium selection.

  ☐

Request to cancel existing monthly charge allocations.

 

           
Account Options

Fund

ID

Net

 Premium % 

 Single NRPA 

%

Monthly

 Charges % 

Loan/Partial

 Surrenders % 

Guaranteed Account   GIA/GPA
AB VPS International Value   ABI2
American Funds IS Capital World Bond Fund   AFC2
American Funds IS Global Growth Fund   AFGG
American Funds IS Global Small Capitalization Fund   AFGS
American Funds IS Growth Fund   AFGR
American Funds IS Growth-Income Fund   AFGI
American Funds IS International Fund   AFIN
American Funds IS New World Fund®   AFNW
American Funds IS U.S. Govt. Sec - Class 1   AFUS
Fidelity VIP Equity-Income   FVEI
Fidelity VIP Mid Cap   FVMC
Franklin Mutual Shares VIP Fund   FMSH
Franklin Small Cap Value VIP Fund   FSV2
Franklin Small-Mid Cap Growth VIP Fund   FSMG
Invesco V.I. American Value   INAV
Invesco V.I. Comstock   INCS
Invesco V.I. Equity and Income   INEI
Invesco V.I. Growth and Income   INGI
Invesco V.I. International Growth Fund   IIGF
Invesco V.I. Main Street Small Cap Fund® Series II Shares   IMII
Invesco V.I. Small Cap Equity   INSE
Janus Henderson VIT Balanced Portfolio   JBP
Janus Henderson VIT Forty Portfolio   JHF
Janus Henderson VIT Mid Cap Value   JHMV
Janus Henderson VIT Overseas Portfolio   JOVS
LVIP American Century Disciplined Core Value Fund - Service Class   LACS
LVIP American Century Inflation Protection Fund - Service Class   LACP
Macquarie VIP Asset Strategy Series - Service Class Shares   MASS
Macquarie VIP Balanced Series - Service Class Shares   MVBS
Macquarie VIP Core Equity Series - Service Class Shares   MCES
Macquarie VIP Global Growth Series - Service Class Shares   MGGS
Macquarie VIP High Income Series - Service Class Shares   MHIS
Macquarie VIP International Core Equity Series - Service Class Shares   MICE

 

  Minnesota Life
F72225 Rev 10-2025   2 of 5

           
Account Options

Fund

ID

Net

 Premium % 

 Single NRPA 

%

Monthly

 Charges % 

Loan/Partial

 Surrenders % 

Macquarie VIP Mid Cap Growth Series - Service Class Shares   MMCG
Macquarie VIP Natural Resources Series - Service Class Shares   MNRS
Macquarie VIP Science and Technology Series - Service Class Shares   MSTS
Macquarie VIP Small Cap Growth Series - Service Class Shares   MSCG
Macquarie VIP Smid Cap Core - Service Class Shares   MSCC
Macquarie VIP Value - Service Class Shares   MVSC
MFS® VIT II International Intrinsic Value   MIV2
MFS® VIT Mid Cap Growth Series   MMC
Morgan Stanley VIF Emerging Markets Equity   MSEM
Morningstar Aggressive Growth ETF Asset Allocation Portfolio   MAG
Morningstar Balanced ETF Asset Allocation Portfolio   MB
Morningstar Conservative ETF Asset Allocation Portfolio   MC
Morningstar Growth ETF Asset Allocation Portfolio   MG
Morningstar Income & Growth ETF Asset Allocation Portfolio   MIG
Neuberger Berman AMT Quality Equity Portfolio   NBQS
PIMCO VIT Low Duration   PLD
PIMCO VIT Total Return   PTR
Putnam VT International Equity Fund - Class IB Shares   PIE
Putnam VT Large Cap Growth Fund - Class IB Shares   PLCF
Putnam VT Large Cap Value Fund - Class IB Shares   PLCB
Putnam VT Sustainable Leaders Fund - Class IB Shares   PSLF
SFT Core Bond Fund   SCB2
SFT Government Money Market Fund   SGMM
SFT Index 400 Mid-Cap Fund   SI42
SFT Index 500 Fund   SI52
SFT Macquarie Growth Fund   SMGR
SFT Macquarie Small Cap Growth Fund   SMSC
SFT Real Estate Securities Fund   SRE2
SFT T. Rowe Price Value Fund   STRV
SFT Wellington Core Equity Fund   SWC2
Templeton Developing Markets VIP Fund   TDM

 

  Minnesota Life
F72225 Rev 10-2025   3 of 5

Variable Adjustable Life Allocation Options

 

Policy number   Insured name   Owner name (if different from  insured)      Date       Firm/rep code

This transaction was initiated by: ☐ Policyowner  ☐ Financial professional

Focused Portfolios are only available for Variable Adjustable Life products

Focused Portfolios (October 2025)

Please refer to your prospectuses for detailed information related to the available underlying funds, including share class and expenses. Pre-built Portfolios provide a strategy for diversifying investments. They do not guarantee a profit or protect against loss.

 

☐ AGGRESSIVE GROWTH

    ☐ CONSERVATIVE GROWTH    ☐ INCOME AND GROWTH

 

12% FSV2-Franklin Small Cap Value VIP Fund

12% STRV-SFT T. Rowe Price Value Fund

10% MIV2-MFS VIT II International Intrinsic Value

8% INCS-Invesco VI Comstock

8% SMSC-SFT Macquarie Small Cap Growth Fund

6% AFGR-American Funds IS Growth Fund

6% IIGF-Invesco V.I. International Growth Fund

6% JHF-Janus Henderson VIT Forty Portfolio

5% AFGS-American Funds IS Global Small Cap

5% FVMC-Fidelity VIP Mid Cap Portfolio

5% MNRS-Macquarie VIP Natural Resources Series

5% SRE2-SFT Real Estate Securities Fund

4% JOVS-Janus Henderson VIT Overseas Portfolio

3% AFNW-American Funds IS New World Fund

3% SI42-SFT Index 400 Mid-Cap Fund

2% MSEM-Morgan Stanley VIF Emerging Markets Equity

 

   

 

16% SCB2-SFT Core Bond

10% AFGB-American Funds IS Capital World Bond Fund

7% FSV2-Franklin Small Cap Value VIP Fund

6% PTR-PIMCO VIT Total Return

6% STRV-SFT T. Rowe Price Value Fund

5% INCS-Invesco VI Comstock

5% MIV2-MFS VIT II International Intrinsic Value

5% PLD-PIMCO Low Duration

5% SMSC-SFT Macquarie Small Cap Growth Fund

4% AFGR-American Funds IS Growth Fund

4% IIGF-Invesco V.I. International Growth Fund

4% JHF-Janus Henderson VIT Forty

4% SRE2-SFT Real Estate Securities Fund

3% AFGS-American Funds IS Global Small Cap

3% AFNW-American Funds IS New World Fund

3% FVMC-Fidelity VIP Mid Cap Portfolio

3% JOVS - Janus Henderson VIT Overseas Portfolio

3% MNRS-Macquarie VIP Natural Resources Series

2% AFUS American Funds IS U.S. Govt. Securities

2% SI42-SFT Index 400 Mid-Cap Fund

   

 

16% SCB2-SFT Core Bond

10% AFGB-American Funds IS Capital World Bond

10% PLD-PIMCO VIT Low Duration

7% MHIS-Macquarie VIP High Income Series

7% PTR-PIMCO VIT Total Return

5% FSV2-Franklin Small Cap Value VIP

5% MIV2-MFS VIT II International Intrinsic Value

5% SGMM-SFT Government Money Market

5% STRV-SFT T. Rowe Price Value

4% IIGF-Invesco V.I. International Growth Fund

4% SMSC-SFT Macquarie Small Cap Growth Fund

3% AFGR-American Funds IS Growth

3% AFUS American Funds IS U.S. Govt. Securities

3% INCS-Invesco VI Comstock

3% JOVS-Janus Henderson VIT Overseas Portfolio

3% MNRS-Macquarie VIP Natural Resources Series

3% SRE2-SFT Real Estate Securities

2% FVMC-Fidelity VIP Mid Cap Portfolio

2% JHF-Janus Henderson VIT Forty

 

 

☐ GROWTH

 

10% FSV2-Franklin Small Cap Value VIP Fund

9% STRV-SFT T. Rowe Price Value Fund

8% AFGB-American Funds IS Capital World Bond Fund

8% SCB2-SFT Core Bond

7% MIV2-MFS VIT II International Intrinsic Value

6% INCS-Invesco VI Comstock

6% SMSC-SFT Macquarie Small Cap Growth Fund

5% AFGR-American Funds IS Growth Fund

5% IIGF-Invesco V.I. International Growth Fund

5% JHF-Janus Henderson VIT Forty

4% AFGS-American Funds IS Global Small Cap

4% FVMC-Fidelity VIP Mid Cap Portfolio

4% JOVS-Janus Henderson VIT Overseas Portfolio

4% MNRS-Macquarie VIP Natural Resources Series

4% PTR-PIMCO VIT Total Return

4% SRE2-SFT Real Estate Securities Fund

3% SI42-SFT Index 400 Mid-Cap Fund

2% AFNW-American Funds IS New World Fund

2% MSEM-Morgan Stanley VIF Emerging Markets Equity

  

 

☐ INCOME

 

21% SCB2-SFT Core Bond

15% PLD-PIMCO VIT Low Duration

10% AFGB-American Funds IS Capital World Bond

10% MHIS-Macquarie VIP High Income Series

10% SGMM-SFT Government Money Market

8% PTR-PIMCO VIT Total Return

6% JOVS-Janus Henderson VIT Overseas Portfolio

5% SRE2-SFT Real Estate Securities

4% AFUS American Funds IS U.S. Govt. Securities

4% STRV-SFT T. Rowe Price Value

3% INCS-Invesco VI Comstock

2% AFGR-American Funds IS Growth

2% JHF-Janus Henderson VIT Forty

These Portfolios are developed by Securian Financial Services, Inc. and may change based on their analysis. Keep in mind, your allocations will not automatically be updated to reflect any future changes. If you would like to stay current with any Securian Financial Services, Inc. adjustments, talk to your financial professional.

 

  Minnesota Life
F72225 Rev 10-2025   4 of 5

Variable Adjustable Life Allocation Options

 

Policy number   Insured name   Owner name (if different from  insured)      Date       Firm/rep code

This transaction was initiated by: ☐ Policyowner  ☐ Financial professional

To elect a combination of rebalance, one-time transfer, and DCA, complete a separate page for each.

 

Rebalance
I elect to (check all that apply)   
☐ One-time rebalance of account cash values (complete D)
☐ Start a systematic rebalance (complete A, B, C, pgs. 1-2)
☐ Change allocations of a systematic rebalance (complete A, pgs. 1-2)
☐ Change the frequency of a systematic rebalance (complete A, C)
☐ Change the systematic rebalance date (complete A, B)
☐ Cancel the systematic rebalance (complete A)
Transfer
I elect to (check all that apply)   
☐ One-time transfer of account cash values (complete D)
☐ Start a systematic transfer (complete A, B, C, D)
☐ Change allocations of a systematic transfer (complete A, D)
☐ Change the frequency of a systematic transfer (complete A, C)
☐ Change the systematic transfer date (complete A, B)
☐ Cancel the systematic transfer (complete A)
Complete the appropriate sections below for the requested transaction above
A. Start/Change/End      

☐ Begin on       month       year

☐ Change on       month       year

☐ End on       month       year

     
B. Day      

☐ 10th of the month ☐ 20th of the month

     
C. Frequency      

Systematic Rebalance Only:

☐ Quarterly ☐ Semi-annual ☐ Annual

Systematic Transfer Only:

☐ Monthly ☐ Quarterly ☐ Semi-annual ☐ Annual

 
D. Allocations - Rebalance amounts indicated must all be in %. Transfer amounts indicated must all be in % or all in $. Percentages must be in increments of 1%; minimum is 1%. Dollar amounts must be in whole dollars. The ‘From’ columns total must match the ‘To’ columns total. To rebalance from all account with cash value, check here ☐

 

From                  To               

Sub-Account:

   $               %    Sub-Account:   $               %

Sub-Account:

   $           %    Sub-Account:   $           %

Sub-Account:

   $           %    Sub-Account:   $           %

Sub-Account:

   $           %    Sub-Account:   $           %

Sub-Account:

   $           %    Sub-Account:   $           %

Sub-Account:

   $           %    Sub-Account:   $           %

Sub-Account:

   $           %    Sub-Account:   $           %

Sub-Account:

   $           %    Sub-Account:   $           %

Sub-Account:

   $           %    Sub-Account:   $           %

 

  Minnesota Life
F72225 Rev 10-2025   5 of 5