U.S.A. - Mortality and projection scales

Actuarial Excel Addin

The LX or LX_aea function accepts the following mortality tables and projection scales:

Mortality tables

PRI2012EE:
Pri-2012 Employee
PRI2012RET:
Pri-2012 Retiree
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RP2014A:
RP-2014 Rates-Healthy annuitant
RP2014A_BLUE:
RP-2014 Rates-Healthy annuitant, Blue Collar
RP2014A_WHITE:
RP-2014 Rates-Healthy annuitant, White Collar
RP2014A_TOP:
RP-2014 Rates-Healthy annuitant, Top quartile (benefit)
RP2014A_BOTTOM:
RP-2014 Rates-Healthy annuitant, Bottom quartile (benefit)
RP2014D:
RP-2014 Rates-Disabled annuitant
RP2014E:
RP-2014 Rates-Employee
RP2014E_BLUE:
RP-2014 Rates-Employee, Blue Collar
RP2014E_WHITE:
RP-2014 Rates-Employee, White Collar
RP2014E_TOP:
RP-2014 Rates-Employee, Top quartile (salary)
RP2014E_BOTTOM:
RP-2014 Rates-Employee, Bottom quartile (salary)
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RPH2014A:
RPH-2014 Rates-Healthy annuitant (Headcount weighted)
RPH2014A_BLUE:
RPH-2014 Rates-Healthy annuitant, Blue Collar (Headcount weighted)
RPH2014A_WHITE:
RPH-2014 Rates-Healthy annuitant, White Collar (Headcount weighted)
RPH2014D:
RPH-2014 Rates-Disabled annuitant (Headcount weighted)
RPH2014E:
RPH-2014 Rates-Employee (Headcount weighted)
RPH2014E_BLUE:
RPH-2014 Rates-Employee, Blue Collar (Headcount weighted)
RPH2014E_WHITE:
RPH-2014 Rates-Employee, White Collar (Headcount weighted)
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IRC417_2022:
IRC Section 417(e)(3) Unisex rates for distributions, annuity starting in 2022 (years 2016 to 2021 also available)
IRC430_2022A:
IRC Section 430(h)(3)(A) Rates for valuation dates in 2022, Annuitant (years 2016 to 2021 also available)
IRC430_2022NA:
IRC Section 430(h)(3)(A) Rates for valuation dates in 2022, Non annuitant (years 2016 to 2021 also available)
IRC430_2022C:
IRC Section 430(h)(3)(A) Rates for valuation dates in 2022, Combined (years 2016 to 2021 also available)
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USA20:
Period Life Table, 2020 (population mortality) (USA 2019, 2017 also available)

Projection scales (2D - Age and year related)

A 2D projection scale contains the mortality improvement for each age of the mortality table and for each year, resulting in multiple improvement rates for each age of the mortality table.