PARTICIPATION AGREEMENTParticipation Agreement • April 23rd, 1999 • Sun Life of Canada U S Variable Account F • New York
FIRST AMENDMENT TO PARTICIPATION AGREEMENT Sun Life Assurance Company of Canada (U.S.), Variable Insurance Products Fund and Fidelity Distributors Corporation hereby amend the Participation Agreement ("Agreement") dated December 1, 1996 by doing all...Participation Agreement • July 27th, 2001 • Sun Life of Canada U S Variable Account F
FUND PARTICIPATION AGREEMENT THIS AGREEMENT, made and entered into this 15th day of April, 2001 (the "Agreement") by and among Sun Life Assurance Company of Canada (U.S.), organized under the laws of the State of Delaware (the "Company"), on behalf of...Fund Participation Agreement • July 27th, 2001 • Sun Life of Canada U S Variable Account F • Delaware
PARTICIPATION AGREEMENT THIS AGREEMENT, made and entered into as of February 17, 1998 ("Agreement"), by and among Salomon Brothers Variable Series Funds Inc, a Maryland corporation (the "Fund"), Salomon Brothers Asset Management Inc, a Delaware...Participation Agreement • September 25th, 2000 • Sun Life of Canada U S Variable Account F • New York
AMONGParticipation Agreement • July 27th, 2001 • Sun Life of Canada U S Variable Account F • New York
PARTICIPATION AGREEMENTParticipation Agreement • February 3rd, 2000 • Sun Life of Canada U S Variable Account F • Massachusetts
AMENDED AND RESTATED PARTICIPATION AGREEMENT Among VARIABLE INSURANCE PRODUCTS FUNDS, FIDELITY DISTRIBUTORS CORPORATION and SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.)Participation Agreement • April 29th, 2005 • Sun Life of Canada U S Variable Account F • Massachusetts
THIS AMENDED AND RESTATED AGREEMENT, made and entered into as of the 1st day of September, 2004 by and among Sun Life Assurance Company of Canada (U.S.), (hereinafter the "Company"), a Delaware corporation, on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto as may be amended from time to time (each such account hereinafter referred to as the "Account"); and FIDELITY DISTRIBUTORS CORPORATION (hereinafter the "Underwriter"), a Massachusetts corporation; and each of VARIABLE INSURANCE PRODUCTS FUND, VARIABLE INSURANCE PRODUCTS FUND II and VARIABLE INSURANCE PRODUCTS FUND III, each an unincorporated business trust organized under the laws of the Commonwealth of Massachusetts (each referred to hereinafter as the "Fund").
BY AND AMONGParticipation Agreement • February 3rd, 2000 • Sun Life of Canada U S Variable Account F • Maryland
AMENDMENT NUMBER 2 TO FUND PARTICIPATION AGREEMENTFund Participation Agreement • October 1st, 2018 • Delaware Life Variable Account F • Massachusetts
This Amendment Number 2 to the Fund Participation Agreement (“Agreement”), dated April 24, 2009, as amended, between JPMorgan Insurance Trust (the “Trust”), JPMorgan Investment Management, Inc. (the “Adviser”), JPMorgan Funds Management, Inc. (the “Administrator”) and Delaware Life Insurance Company and Delaware Life Insurance Company of New York (collectively the “Company”) is effective May 29 , 2018.
AMENDMENT NUMBER 1 TO PARTICIPATION AGREEMENT AMONG MFS VARIABLE INSURANCE TRUST, MFS VARIABLE INSURANCE TRUST II, MFS VARIABLE INSURANCE TRUST III, SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.), SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK AND...Participation Agreement • October 1st, 2018 • Delaware Life Variable Account F • Massachusetts
This Amendment Number 1 (the “Amendment”) to the Participation Agreement dated December 1, 2012 (the “Agreement”) by and among MFS Variable Insurance Trust, MFS Variable Insurance Trust II, MFS Variable Insurance Trust III (each referred to, individually, as the “Trust” and, collectively, the “Trusts”), SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.), SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK, (collectively, the “Company”), and MFS Fund Distributors, Inc., (“MFD”) is made and entered into as of September 8, 2014 and is effective on such date unless otherwise set forth herein.
AMENDMENT NUMBER 1 TO PARTICIPATION AGREEMENTParticipation Agreement • October 1st, 2018 • Delaware Life Variable Account F • Massachusetts
THIS AMENDMENT NUMBER 1 (the “Amendment”) dated May 16, 2018 by and among Putnam Variable Trust (the “Trust”), Putnam Retail Management Limited Partnership (the “Underwriter”), Delaware Life Insurance Company of New York and Delaware Life Insurance Company (collectively the “Company”).
PARTICIPATION AGREEMENTParticipation Agreement • April 28th, 2020 • Delaware Life Variable Account F • Illinois
THIS AGREEMENT, made and entered into as of this 3rd day of March, 2020 by and among Delaware Life Insurance Company (hereinafter, the “Company”), a Delaware life insurance company, on its own behalf and on behalf of its separate account(s) listed on Schedule A attached hereto (each an “Account”); First Trust Variable Insurance Trust, a business trust organized under the laws of the Commonwealth of Massachusetts (“Fund”); and First Trust Portfolios, L.P., an Illinois limited partnership (the “Distributor”) (each a “Party,” and collectively, the “Parties”).
Form of Participation Agreement as of [date] among [Trust] [Distributor] and [Insurance Company] CONTENTS Schedules to this AgreementParticipation Agreement • December 10th, 2001 • Sun Life of Canada U S Variable Account F • Massachusetts
Combination Variable and Fixed Group Annuity Contract NonparticipatingSun Life of Canada U S Variable Account F • February 28th, 2002
This group contract is the legal contract between the group contract owner and Sun Life Assurance Company of Canada (U.S.) (the "Company", "us" or "we"). We agree to provide the rights and benefits described in this group contract to the persons entitled in the manner set forth herein, subject to the provisions on the pages which follow.
Amendment to Principal Underwriter’s AgreementS Agreement • April 28th, 2009 • Sun Life of Canada U S Variable Account F
This Amendment to Principal Underwriter’s Agreement is entered into by and among Sun Life Assurance Company of Canada (U.S.) (“Sun Life (U.S.)”), and Clarendon Insurance Agency, Inc. (“Clarendon”).
PARTICIPATION AGREEMENT By and Among WANGER ADVISORSNATIONS SEPARATE ACCOUNT TRUST And COLUMBIA FUNDS DISTRIBUTOR, INC. And SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) And SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORKParticipation Agreement • April 29th, 2005 • Sun Life of Canada U S Variable Account F • Massachusetts
THIS AGREEMENT, made and entered into as of DecemberOctober 1, 2004, by and among WANGER ADVISORSNATIONS SEPARATE ACCOUNT TRUST, an open-end management investment company organized under the laws of the Commonwealth of Massachusetts (the "Fund"), COLUMBIA FUNDS DISTRIBUTOR, INC., a Massachusetts corporation (the "Distributor"), SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.), a Delaware corporation, and SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK, a New York corporation (with Sun Life Assurance Company of Canada, (the "Company")), on its own behalf and on behalf of each separate account of the Company named in Schedule 1 to this Agreement, as may be amended from time to time, (each account referred to as the ""Account").
Participation Agreement between the issuer and GOLDMAN SACHS VARIABLE INSURANCE TRUST and GOLDMAN SACHS & CO. LLC, dated September 27, 2018. AMENDED AND RESTATED PARTICIPATION AGREEMENTParticipation Agreement • October 1st, 2018 • Delaware Life Variable Account F • Delaware
THE FORMER PARTICIPATION AGREEMENT AND AMENDMENTS are hereby amended in their entirety and restated by this AGREEMENT, made and entered into this 27th day of September, 2018 by and between GOLDMAN SACHS VARIABLE INSURANCE TRUST, a statutory trust formed under the laws of Delaware (the “Trust”), GOLDMAN SACHS & CO. LLC, a New York limited partnership (the “Distributor”), and DELAWARE LIFE INSURANCE COMPANY(formerly known as Sun Life Assurance Company of Canada (U.S.)), a Delaware corporation, and DELAWARE LIFE INSURANCE COMPANY OF NY(formerly known as Sun Life Insurance and Annuity Company of New York), a New York corporation, a Delaware life insurance company (collectively, the “Company”), on its own behalf and on behalf of each separate account of the Company identified herein.
PRINCIPAL UNDERWRITER’S AGREEMENTPrincipal Underwriter’s Agreement • April 28th, 2009 • Sun Life of Canada U S Variable Account F • Massachusetts
THIS PRINCIPAL UNDERWRITER’S AGREEMENT is entered into by and among Sun Life Assurance Company of Canada (U.S.) (Sun Life (U.S.)), a Delaware corporation, and Clarendon Insurance Agency Inc. (Clarendon), a Massachusetts corporation.
FUND PARTICIPATION AGREEMENTFund Participation Agreement • February 12th, 2008 • Sun Life of Canada U S Variable Account F • Delaware
This Agreement is entered into effective as of the 3rd day of December, 2007, by and among SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.), a life insurance company organized under the laws of the State of Delaware, SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK, a life insurance company organized under the laws of the State of New York (both insurance companies are hereinafter collectively referred to as the "Insurance Company"), LAZARD ASSET MANAGEMENT SECURITIES LLC, a limited liability company organized under the laws of the State of Delaware ("Lazard"), and LAZARD RETIREMENT SERIES, INC. a corporation organized under the laws of the State of Maryland ("Fund"), with respect to the Fund's Portfolios and shares classes named on Schedule 1, as it may be amended from time to time (each a "Portfolio").
SEVENTH AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • December 10th, 2020 • Delaware Life Variable Account F
This Seventh Amendment to Participation Agreement (“Amendment”) is entered into by and among Legg Mason Investor Services, LLC, (the “Distributor”), Legg Mason Partners Variable Equity Trust and Legg Mason Partners Variable Income Trust (each a “Fund”, collectively the “Funds”) and Delaware Life Insurance Company and Delaware Life Insurance Company of New York, (the “Life Company”), collectively (the “Parties”).
Amendment Four to the Fund Participation AgreementFund Participation Agreement • October 1st, 2018 • Delaware Life Variable Account F • New York
THIS AMENDMENT FOUR TO THE FUND PARTICIPATION AGREEMENT (the “Amendment”) is made and entered into as of the 19th day of June, 2018, by and among BlackRock Variable Series Funds, Inc. (the “Fund”), BlackRock Advisors, LLC (“BAL”), BlackRock Investments, LLC (“BRIL”), Delaware Life Insurance Company, formerly known as Sun Life Assurance Company of Canada (U.S.) (“DLIC”), and Delaware Life Insurance Company of New York, formerly known as Sun Life Insurance and Annuity Company of New York (together with DLIC, the “Company”), on behalf of the Company and on behalf of each separate account of the Company as set forth on Schedule A (each an “Account” and collectively the “Accounts”).
PARTICIPATION AGREEMENT Amendment No. 1 October 31, 2003Participation Agreement • May 14th, 2004 • Sun Life of Canada U S Variable Account F
THIS AGREEMENT, dated as of the 16th day of September, 2002 and amended on October 31, 2003, by and among Sun Life Assurance Company of Canada (U.S.) a Delaware life insurance company, and Sun Life Insurance and Annuity Company of New York, a New York life insurance company (each of which is hereinafter referred to as the "Company"), each of which is life insurance company, on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto as may be amended from time to time (each account hereinafter referred to as the "Account"), PIMCO Variable Insurance Trust (the "Fund"), a Delaware business trust, and PIMCO Funds Distributors LLC (the "Underwriter"), a Delaware limited liability company.
I WITNESSETH ------------------------------------------------------------------ --------------General Agent Agreement • January 16th, 1998 • Sun Life of Canada U S Variable Account F • Massachusetts
AMENDMENT NUMBER 2 TO FUND PARTICIPATION AGREEMENT COLUMBIA FUNDS VARIABLE INSURANCE TRUSTParticipation Agreement • October 1st, 2018 • Delaware Life Variable Account F • Massachusetts
THIS AMENDMENT NUMBER 2 to the Fund Participation Agreement by and among Delaware Life Insurance Company, Delaware Life Insurance Company of New York, Delaware Life Insurance and Annuity Company (Bermuda) Ltd. (each a “Company” and collectively, the “Companies”), Columbia Funds Variable Insurance Trust (the “Fund”), Columbia Management Investment Advisers, LLC (the “Adviser”), and Columbia Management Investment Distributors, Inc. (the “Distributor”) is effective as of July 1, 2018.
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 29th, 2005 • Sun Life of Canada U S Variable Account F • Delaware
THIS AGREEMENT is made this 15th day of February, 2005, between NATIONS SEPARATE ACCOUNT TRUST, an open-end management investment company organized as a Delaware business trust (the "Trust"), BACAP DistributorS, LLC, a North Carolina limited liability company and registered broker-dealer (the "Distributor"), Sun Life Assurance Company of Canada (U.S.), a Delaware corporation, and Sun Life Insurance and Annuity Company of New York, a New York corporation (collectively, the "Company"), on its own behalf and on behalf of each separate account of the Company set forth on Schedule A, as may be amended from time to time (each an "Account" and collectively, the "Accounts").
AMENDMENT NO. 3 PARTICIPATION AGREEMENTParticipation Agreement • October 1st, 2018 • Delaware Life Variable Account F • Massachusetts
This Amendment, effective as of May 7, 2018 amends the Participation Agreement (the “Agreement”), dated the 1st day of October, 2008, as amended, by and among Delaware Life Insurance Company and Delaware Life Insurance Company of New York (fka Sun Life Assurance Company of Canada (U.S.) and Sun Life Insurance and Annuity Company of New York, (each a “Company” and collectively, “the Companies”), American Funds Insurance Series, and Capital Research and Management Company. All capitalized terms used herein and not otherwise defined shall have the same meaning ascribed such terms in the Agreement.
SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) Lifetime Income Bonus Benefit Rider (For Life Annuity with 120 or Greater Monthly Payments Certain)Sun Life of Canada U S Variable Account F • May 14th, 2004
This Rider is made a part of the Contract to which it is attached, in consideration of the Owner's election of this Rider, and deduction of the applicable Rider charge as shown on the Specifications Page of this Contract. The effective date of this Rider is the Issue Date of this Contract.
1000.00 12.7174530 11.203124 1135.1702 91 3.56 12.7174530 11.417631 3.9653 92 3.49 12.7174530 11.556048 3.8408 93 3.42 12.7174530 11.818523 3.6801 94 3.42 12.7174530 12.290991 3.5387 95 3.44 12.7174530 12.717453 3.4400 96 --------- accumulated value...Sun Life of Canada U S Variable Account F • May 1st, 1997
PARTICIPATION AGREEMENT Among THE HUNTINGTON FUNDS, EDGEWOOD SERVICES, INC., HUNTINGTON ASSET ADVISORS, INC., and SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.)Participation Agreement • February 12th, 2008 • Sun Life of Canada U S Variable Account F • Delaware
THIS AGREEMENT, made and entered into effective as of this 1st day of January, 2008, by and among SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.), a Delaware life insurance company (the "Company"), on its own behalf and on behalf of each separate account of the Company set forth on Schedule A hereto, as may be amended from time to time (each such separate account is hereinafter referred to as an "Account"); THE HUNTINGTON FUNDS, a Delaware statutory trust (the "Trust"), on its behalf and on behalf of each of its series set forth in Schedule A hereto; EDGEWOOD SERVICES, INC., a New York corporation (the "Distributor"); and HUNTINGTON ASSET ADVISORS, INC., a registered investment advisor (the "Advisor").
AMENDED AND RESTATED PARTICIPATION AGREEMENT Among SUN CAPITAL ADVISERS TRUST, SUN CAPITAL ADVISERS, INC., SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.), and SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORKParticipation Agreement • April 29th, 2005 • Sun Life of Canada U S Variable Account F • Massachusetts
THIS AMENDED AND RESTATED AGREEMENT, made and entered into this 13th day of December, 2004, by and among SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.), SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK (each of which is referred to hereinafter as the "Company"), on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto as may be amended from time to time (each such account hereinafter referred to as the "Account"), SUN CAPITAL ADVISERS TRUST, a Delaware business trust (hereinafter the "Fund"), and SUN CAPITAL ADVISERS, INC. (hereinafter the "Adviser"), a Delaware corporation.
AMENDMENT NO. 5 PARTICIPATION AGREEMENTParticipation Agreement • December 10th, 2020 • Delaware Life Variable Account F
This Amendment, dated as of July 2, 2020, amends the Participation Agreement (the “Agreement”), dated the 1st day of October, 2008, as amended, by and among Delaware Life Insurance Company and Delaware Life Insurance Company of New York (fka Sun Life Assurance Company of Canada (U.S.) and Sun Life Insurance and Annuity Company of New York, respectively (each a “Company” and collectively, the “Companies”)), American Funds Insurance Series (“Series”), and Capital Research and Management Company (“CRMC”).
AMENDMENT NO. 17 PARTICIPATION AGREEMENTParticipation Agreement • October 1st, 2018 • Delaware Life Variable Account F • Maryland
Combination Variable and Fixed Group Annuity Contract NonparticipatingSun Life of Canada U S Variable Account F • February 25th, 2002
This group contract is the legal contract between the group contract owner and Sun Life Assurance Company of Canada (U.S.) (the "Company", "us" or "we"). We agree to provide the rights and benefits described in this group contract to the persons entitled in the manner set forth herein, subject to the provisions on the pages which follow.
AMENDMENT NO. 8 TO PARTICIPATION AGREEMENTParticipation Agreement • October 1st, 2018 • Delaware Life Variable Account F • Delaware
This Amendment Number 8 to the Participation Agreement, dated December 3 2007, by and among Delaware Life Insurance Company and Delaware Life Insurance Company of New York (“Insurance Company”) Lazard Asset Management Securities LLC (“Lazard”), and Lazard Retirement Series, Inc. (the “Fund”) with respect to the Fund’s Portfolios and share classes named on Schedule 1 (each a “Portfolio”), as amended (the “Participation Agreement”), is effective as of May 1, 2018.
Sales Operations and General Agent AgreementGeneral Agent Agreement • April 26th, 2019 • Delaware Life Variable Account F • Massachusetts
Please execute two copies of this Agreement by providing the signature of an authorized officer. Please retain one copy for your records.
