Advanced inputs control age measurement, interpolation, payment timing, beneficiary assumptions, mortality handling, and COLA for both sides of the conversion.

• Calculation method to determine ages: Defines how elapsed time from birth date to measurement date becomes attained age.
• Rounding of birth dates: Adjusts participant and beneficiary birth dates before age is measured.
• Age Rounding / Repeating Decimal Digits: Rounds measured age using the selected convention and precision.
• Calculate at fixed ages and interpolate: Calculates factors at the configured age interval and interpolates factors for ages between those points.
• Interpolation Start Age: First age in the fixed-age interpolation series.
• Interpolation Period: Number of years between calculated ages in the interpolation series.
• Factor Measurement Date: Date at which participant and beneficiary ages are measured.
• Factor Measurement Formula Derived Item: Provides the measurement date when Formula Derived Item is selected.

• Payment Timing/Frequency: Values payments at the beginning or end of each payment period.
• Payment Frequency: Number of payments per year in both underlying streams.
• Actuarial equivalence is as of: Date used to select time-sensitive interest and mortality assumptions.
• Actuarial Equivalence Formula Derived Item: Provides the actuarial-equivalence date when Formula Derived Item is selected.
• Duration for segment rates and yield curve begin on this date: Measures interest-rate duration from the actuarial-equivalence date rather than the factor measurement date.
• Mortality Distribution: Controls within-year mortality and nonannual payment treatment.
• Fixed beneficiary age difference: Derives assumed beneficiary age from participant age using separate male- and female-participant differences.
• Use actual beneficiary age if data exists: Uses the age assumption only when actual beneficiary age is unavailable.

• Increase Rate - Fixed / Variable: Annual benefit increase entered directly or produced by a Formula Derived Item.
• Maximum Benefit Ratio - Fixed / Variable: Maximum increased benefit expressed as a multiple of the initial benefit, entered directly or produced by a Formula Derived Item.
• COLA Deferral Period - Fixed / Variable: Number of years after payment commencement before increases begin, entered directly or produced by a Formula Derived Item.
• COLA Frequency: Interval at which increases are applied.
• COLA Type: Compound applies each increase to the prior increased benefit; Simple applies each increase to the initial benefit.