CONTRACT SPECIFICATIONS 3 DEFINITIONS 4 GENERAL PROVISIONS 7 PURCHASE PAYMENTS 9 Purchase Payment Allocation 9 Minimum Investment Option Value 9 THE FIXED OPTION 10 DCA PLUS FIXED OPTION 10 VARIABLE INVESTMENT OPTIONS 11 Separate Account 11 CONTRACT...Separate Account a of Pacific Life & Annuity Co • October 14th, 1999
EXHIBIT 99.8(a) Fund Participation AgreementParticipation Agreement • January 25th, 1999 • Separate Account a of Pm Group Life Insurance Co • Arizona
SERVICES AGREEMENT THIS Services Agreement ("Agreement") is made this 8th day of July 1999, by and between Pacific Life & Annuity Co. ("PLA"), an Arizona corporation, and Pacific Life Insurance Company (PLIC), a California corporation. WHEREAS, PLA...Services Agreement • October 14th, 1999 • Separate Account a of Pacific Life & Annuity Co • Arizona
EXHIBIT 8(a) FUND PARTICIPATION AGREEMENT ---------------------------- This Agreement is made the 1st day of January, 2000, by and among PACIFIC LIFE INSURANCE COMPANY (formerly Pacific Mutual Life Insurance Company) ("Pacific Life"), a life insurance...Fund Participation Agreement • August 1st, 2003 • Separate Account a of Pacific Life & Annuity Co • California
EXHIBIT 99.3(a) Distribution Agreement between PM Group Life Insurance Company and Pacific Mutual Distributors, Inc. ("PMD")Distribution Agreement • January 25th, 1999 • Separate Account a of Pm Group Life Insurance Co • Arizona
Pacific Life & Annuity Company 700 Newport Center Drive Newport Beach, CA 92660 A Stock Company READ YOUR CONTRACT CAREFULLY This is a legal contract between you (the "Owner") and Pacific Life & Annuity Company (hereinafter referred to as "we", "us",...Separate Account a of Pacific Life & Annuity Co • August 1st, 2003
LOGO] 700 Newport Center Drive Newport Beach, CA 92660 QUALIFIED PENSION PLAN RIDER This rider is a part of the Contract to which it is attached by Pacific Life & Annuity Company ("PL&A"). The Contract is hereby modified as specified below in order to...Separate Account a of Pacific Life & Annuity Co • October 14th, 1999
EXHIBIT 8(b) ADDENDUM TO FUND PARTICIPATION AGREEMENT The Fund Participation Agreement, made the 1st day of January, 2000, and subsequently amended on January 28, 2000 by and among PACIFIC LIFE INSURANCE COMPANY (formerly Pacific Mutual Life Insurance...Fund Participation Agreement • December 3rd, 2001 • Separate Account a of Pacific Life & Annuity Co
Participation AgreementParticipation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co
With respect to the following agreement(s) (altogether, the “Agreement”) (please reproduce and complete table for multiple agreements):
ContractParticipation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • California
WHEREAS, the Account is duly established and maintained as a segregated asset account, duly established by the Company, on the date shown for such Account on Schedule A hereto, to set aside and invest assets attributable to the aforesaid Contracts;
LOGO] 700 Newport Center Drive Newport Beach, CA 92660 SIMPLE INDIVIDUAL RETIREMENT ANNUITY RIDER This rider is part of the Contract to which it is attached by Pacific Life & Annuity Company ("PL&A"). The Contract under which it has been issued is...Separate Account a of Pacific Life & Annuity Co • October 14th, 1999
PARTICIPATION AGREEMENTParticipation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • Delaware
THIS AGREEMENT, made and entered into as of the 1st day of December, 2008 (“Agreement”), by and among AIM Variable Insurance Funds, a Delaware Trust (“AVIF”), Invesco Aim Distributors, Inc., a Delaware corporation (“INVESCO AIM”), Pacific Life Insurance Company, a Nebraska life insurance company (“LIFE COMPANY”), on behalf of itself and each of its segregated asset accounts listed in Schedule A hereto, as the parties hereto may amend from time to time (each, an “Account,” and collectively, the “Accounts”); and Pacific Select Distributors, Inc., an affiliate of LIFE COMPANY and the principal underwriter of the Contracts (“UNDERWRITER”) (collectively, the “Parties”).
PARTICIPATION AGREEMENT Among VANGUARD VARIABLE INSURANCE FUND and THE VANGUARD GROUP, INC. and VANGUARD MARKETING CORPORATION and PACIFIC LIFE AND ANNUITY COMPANYParticipation Agreement • October 5th, 2020 • Separate Account a of Pacific Life & Annuity Co • Pennsylvania
THIS AGREEMENT, made and entered into as of the 12 day of May, 2020, by and among VANGUARD VARIABLE INSURANCE FUND (hereinafter the “Fund”), a Delaware business trust, THE VANGUARD GROUP, INC. (hereinafter the “Sponsor”), a Pennsylvania corporation, VANGUARD MARKETING CORPORATION (hereinafter the “Distributor”), a Pennsylvania corporation, and PACIFIC LIFE AND ANNUITY COMPANY, an Arizona corporation (hereinafter the “Company”), on its own behalf and on behalf of each segregated asset account of the Company named in Schedule A hereto as may be amended from time to time (each such account hereinafter referred to as the “Account”).
ContractParticipation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • Massachusetts
WHEREAS, the Company has registered or will register the Accounts as unit investment trusts under the 1940 Act (unless exempt therefrom);
PARTICIPATION AGREEMENT AMONG PACIFIC LIFE INSURANCE COMPANY, PACIFIC SELECT DISTRIBUTORS, INC., ALLIANCEBERNSTEIN L.P. AND ALLIANCEBERNSTEIN INVESTMENTS, INC. DATED AS OF MARCH 10, 2008Participation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • New York
THIS AGREEMENT, made and entered into as of the 10th day of March, 2008 (“Agreement”), by and among Pacific Life Insurance Company, a Nebraska life insurance company (“Insurer”) (on behalf of itself and its “Separate Account,” defined below); Pacific Select Distributors, Inc., a California corporation (“Contracts Distributor”), the principal underwriter with respect to the Contracts referred to below; AllianceBernstein L.P., a Delaware limited partnership (“Adviser”), the investment adviser of the Fund referred to below; and AllianceBernstein Investments, Inc., a Delaware corporation (“Distributor”), the Fund’s principal underwriter (collectively, the “Parties”),
FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • October 15th, 2013 • Separate Account a of Pacific Life & Annuity Co • California
Pacific Life Insurance Company (“Pacific Life”) and Pacific Life & Annuity Company (“Pacific Life & Annuity”) (hereinafter Pacific Life and Pacific Life & Annuity, separately and collectively, shall be called the “Insurance Company”), for itself and on behalf of one or more separate accounts of the Insurance Company (“Separate Accounts”), American Funds Distributors, Inc. (“AFD”), American Funds Service Company (“Transfer Agent”), Capital Research and Management Company (“CRMC”), and the American Funds Insurance Series (the “Series”), an open-end investment company for which AFD, CRMC and Transfer Agent provide services and which is divided into funds (hereinafter collectively called the “Funds” and, individually, a “Fund”), for good and valuable consideration, hereby agree on this 1st day of October 2013, that Class 4 shares of the Funds (“Class 4 Shares”) and Class P2 shares of the Funds (“Class P2 Shares” and together with Class 4 Shares, the “shares”) shall be made available to ser
Pacific Life & Annuity Company [700 Newport Center Drive Newport Beach, CA 92660 (800) 748-6907]Separate Account a of Pacific Life & Annuity Co • July 1st, 2011
Add-In Amount — The amount added by us, if applicable, to the Contract Value on the Notice Date to set the Contract Value equal to the death benefit proceeds that would have been payable to the spouse as the deemed Beneficiary/designated recipient of the death benefit.
ContractSelling Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co
PARTICIPATION AGREEMENT By and Among PACIFIC LIFE INSURANCE COMPANY And GE INVESTMENTS FUNDS, INC. And GE INVESTMENT DISTRIBUTORS, INC. And GE ASSET MANAGEMENT INCORPORATEDParticipation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • New York
THIS PARTICIPATION AGREEMENT (this “Agreement”), made and entered into as of the 1st day of December, 2008, by and among PACIFIC LIFE INSURANCE COMPANY, organized under the laws of the state of Nebraska (the “Company”), on its own behalf and on behalf of each segregated asset account of the Company named in Schedule 1 (Registered Accounts) and Schedule 2 (Unregistered Accounts) to this Agreement as may be amended from time to time (each account individually referred to as an “Account” and collectively referred to as the “Accounts”), GE INVESTMENTS FUNDS, INC., an open-end management investment company organized under the laws of the Commonwealth of Virginia (the “Fund”) on its own behalf and on behalf of the Portfolios named in Schedule 3 (Portfolios) to this Agreement (each portfolio individually referred to as a “Portfolio” and collectively referred to as the “Portfolios”); GE INVESTMENT DISTRIBUTORS, INC., a corporation organized under the laws of the State of Delaware (the “Distrib
PIMCO SERVICES AGREEMENT FOR ADVISOR CLASS SHARES OF PIMCO VARIABLE INSURANCE TRUSTPimco Services Agreement • April 23rd, 2010 • Separate Account a of Pacific Life & Annuity Co
The terms and conditions of this Services Agreement between Pacific Investment Management Company LLC (“PIMCO”) and Pacific Life & Annuity Company, an Arizona life insurance company (the “Company”) are effective as of May 1, 2010.
AMENDED AND RESTATED FUND MARKETING AND INVESTOR SERVICE AGREEMENT between GE INVESTMENT DISTRIBUTORS, INC. and PACIFIC SELECT DISTRIBUTORS, INC.Fund Marketing and Investor Service Agreement • April 23rd, 2010 • Separate Account a of Pacific Life & Annuity Co • New York
THIS AGREEMENT, made and entered into this 20th day of November, 2009, amends and restates that certain other FUND MARKETING AND INVESTOR SERVICE AGREEMENT dated December 1, 2008, by and between GE Investment Distributors, Inc. (“GEID”), a corporation organized under the laws of the State of Delaware, and Pacific Select Distributors, Inc. (“Product Distributor”), a corporation organized under the laws of the State of California.
ContractParticipation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • New York
WHEREAS, the Company has registered interests under certain variable annuity contracts that are supported wholly or partially by the Account under the 1933 Act and that are listed in Schedule A hereto (“Contracts”); and
AMENDMENT NO. 1 PARTICIPATION AGREEMENTParticipation Agreement • April 23rd, 2012 • Separate Account a of Pacific Life & Annuity Co
The Participation Agreement (the “Agreement”), dated as of December 1, 2008, by and among AIM Variable Insurance Funds (“AVIF”), Invesco Aim Distributors, Inc., a Delaware corporation (“INVESCO AIM”), Pacific Life & Annuity Company, an Arizona life insurance company (“LIFE COMPANY”), on its behalf and on behalf of certain segregated asset accounts (“Accounts”) of the Company, and Pacific Select Distributors, Inc., an affiliate of LIFE COMPANY and the principal underwriter of the contract (“UNDERWRITER”). The parties now desire to further amend the Agreement by this amendment (the “Amendment”) which shall take effect May 1, 2012.
Administrative Services Agreement Franklin Templeton Services, LLC Pacific Life Insurance CompanyAdministrative Services Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co
THIS AGREEMENT, by and between Franklin Templeton Services, LLC (the “Fund Administrator”), and Pacific Life Insurance Company (the “Company”), concerning certain administrative services with respect to each series (“Fund” or “Funds”) of Franklin Templeton Variable Insurance Products Trust (the “Trust”), which Funds are specified in the Participation Agreement, as may be amended from time to time, among the Company, the Trust, and Franklin Templeton Distributors, Inc. (the “Underwriter”), among others, dated May 1, 2008, (the “Participation Agreement”).
ContractInvestor Services Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • Virginia
ContractParticipation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co
PIMCO Investments LLC 1345 Avenue of the Americas New York, New York 10105 Attention: Chief Legal Officer Telephone: (212) 739-3000 Facsimile: (212) 739-3926 E-mail: IntermediaryAgtReviewTeam@pimco.com
Amendment No. 2 to Participation AgreementParticipation Agreement • April 18th, 2014 • Separate Account a of Pacific Life & Annuity Co
Franklin Templeton Variable Insurance Products Trust (the “Trust”), Franklin/Templeton Distributors, Inc. (the “Underwriter,” and together with the Trust, “we,” “our,” or “us”), Pacific Life and Anunity Company, and Pacific Select Distributors, Inc., your distributor (collectively, the “Company” “you” or “your”), on your behalf and on behalf of certain Accounts, (individually a “Party”, collectively, the “Parties”) have previously entered into a Participation Agreement dated May 1, 2008 and subsequently amended as of August 16, 2010, and further modified by an Addendum dated May 1, 2011 (the “Agreement”). The Parties now desire to amend the Agreement by this amendment (the “Amendment”). Unless otherwise indicated, the terms defined in the Agreement shall have the same meaning in this Amendment.
IN WITNESS WHEREOF, the undersigned has caused the Amendment to be executed as of May 1st, 2011.Participation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co
ContractService Contract • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co
FUND PARTICIPATION AGREEMENTFund Participation Agreement • July 23rd, 2010 • Separate Account a of Pacific Life & Annuity Co • New York
THIS FUND PARTICIPATION AGREEMENT (“Agreement”) made as of the day of , 2010, by and between Lord Abbett Series Fund, Inc. (the “Fund”) a Maryland Corporation, on its behalf and on behalf of each separate investment series thereof, whether existing as of the date above or established subsequent thereto, (each a “Portfolio”) and collectively, the “Portfolios”) Lord Abbett Distributor LLC, a New York limited liability company (the “Distributor”), and Pacific Life Insurance & Annuity Company (the “Company”), a life insurance company organized under the laws of the State of Arizona.
BUSINESS AGREEMENTBusiness Agreement • October 15th, 2013 • Separate Account a of Pacific Life & Annuity Co • California
THIS AGREEMENT is entered into as of the 1st day of October, 2013 (the “Effective Date”) by and among Pacific Life Insurance Company (“Pacific Life”), a life insurance company organized under the laws of the State of California and Pacific Life & Annuity Company (“Pacific Life & Annuity”), a life insurance company organized under the laws of the State of Arizona, (hereinafter Pacific Life and Pacific Life & Annuity, separately and collectively, shall be called the (“Insurance Company”) (on behalf of itself and certain of its separate accounts); Pacific Select Distributors, Inc. (the “Distributor”), a corporation organized under the laws of the State of California; American Funds Distributors, Inc. (“AFD”), a corporation organized under the laws of the State of California; and Capital Research and Management Company (“CRMC”), a corporation organized under the laws of the State of Delaware.
SERVICE AGREEMENTService Agreement • July 23rd, 2010 • Separate Account a of Pacific Life & Annuity Co • New York
This will confirm the terms of our agreement (the “Service Agreement”) dated as of , 2010, by and between the Lord Abbett Series Fund, Inc. (the “Fund”), on its behalf and on behalf of each separate investment series thereof, whether existing as of the date above or established subsequent thereto, and Pacific Life Insurance & Annuity Company (the “Insurance Company”), implementing the terms and provisions of a service agreement with respect to shares of the Fund (the “Shares”).
The Underwriter: Franklin/Templeton Distributors, Inc. By: /s/ Thomas Regner Name: Thomas Regner Title: Senior Vice President The Company: Pacific Life Insurance Company By: /s/ Anthony J. Dufault Name: Anthony J. Dufault Title: Assistant Vice...Participation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co
AMENDMENT TO SERVICE CONTRACT between FIDELITY DISTRIBUTORS CORPORATION and PACIFIC SELECT DISTRIBUTOS, INC.Service Contract • April 24th, 2012 • Separate Account a of Pacific Life & Annuity Co
The SERVICE CONTRACT (the “Contract”), made and entered into on the 1st day of July, 2005 by Fidelity Distributors Corporation and Pacific Select Distributors, Inc. is hereby amended effective August 10, 2007 as follows:
Page ARTICLE I. Purchase and Redemption of Fund Shares 3 ARTICLE II. Representations and Warranties 4 ARTICLE III. Prospectuses, Reports to Shareholders and Proxy Statements; Voting 6 ARTICLE IV. Sales Material and Information 9 ARTICLE V. Fees and...Participation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • Delaware
• During this time, the Fund will develop, produce and pay for the Notice of Proxy and the Proxy Statement (one document). Printed and folded notices and statements will be sent to Company for insertion into envelopes (envelopes and return envelopes are provided by the Company and such cost is reimbursed by the Fund). Contents of envelope sent to Customers by the Company will include:
