ANNFACTOR_BYDATE(AEName, PaymentFormName, DOB, CADOB, CalcDate, Gender, InterestRate1, InterestRate2, InterestRate3, PaymentAge, CertainPer, TempPer, MortalityCA, Timing, Frequency, COLA, CAFract, PartFract):

• AEName: name of the Actuarial Equivalence Definition.
• PaymentFormName: name of the Payment Form Definition.
• DOB: participant date of birth.
• CADOB: beneficiary date of birth (enter 0 if not applicable).
• CalcDate: calculation date.
• Mortality: (optional) enter "P" or "B" here. Entering "B" here will reverse participant and beneficiary mortality (if different) when calculating the annuity factor.
• InterestRate1/InterestRate2/InterestRate3: (optional) leave 0 unless overriding the interest rate specified in Actuarial Equivalence Definition (enter 3 rates here if using segment rates. Enter rates as a decimal 0.07 for 7%)
• PaymentAge: (optional) enter 0 here unless overriding the payment age specified in the Payment Form Definition. Note that you can alternatively enter a date here.
• CertainPer: (optional) enter 0 here unless overriding the certain period specified in the Payment Form Definition.
• TempPer: (optional) enter 0 here unless overriding the payment period specified in the Payment Form Definition (if underlting annuity is a temporary annuity).
• MortalityCA: (optional) beneficiary mortality override, enter "P" or "B" here.
• Timing: (optional) payment timing, enter 0 for beginning of period, 1 for end of period.
• Frequency: (optional) payment frequency, enter 0 for weekly, 1 for monthly, 2 for quarterly, 3 for semi-annual, 4 for annual.
• COLA: (optional) COLA rate override, enter as a decimal (0.03 for 3% for example).
• CAFract: (optional) enter 0 here unless overriding the contingent fraction, enter as a decimal (0.75 for 75% for example).
• PartFract: (optional) enter 0 here unless overriding the participant fraction, enter as a decimal (0.75 for 75% for example).
• COLADef: (optional) enter 0 here unless overriding the COLA deferral period, enter the number of years deferred (5 for 5 years for example).
• COLAMax: (optional) enter 0 here unless overriding the COLA maximum ratio, enter the maximum benefit fraction (1.5 if maximum equals 150% of the initial benefit for example).