Merrill Lynch Life Variable Annuity Separate Account B Sample Contracts
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 28th, 2025 • Merrill Lynch Life Variable Annuity Separate Account B
THIS AGREEMENT, made as of May 1, 2023, by and between LINCOLN VARIABLE INSURANCE PRODUCTS TRUST, a Delaware statutory trust (“Trust”), on its behalf and on behalf of its investment series set forth in Exhibit A (each, a “Fund”), LINCOLN FINANCIAL DISTRIBUTORS, INC., a Connecticut corporation (“Distributor”), LINCOLN FINANCIAL INVESTMENTS CORPORATION, a Tennessee corporation (“Adviser”), TRANSAMERICA LIFE INSURANCE COMPANY, a life insurance company organized under the laws of Iowa, and TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY, a life insurance company organized under the laws of New York (each the “Company”).
Schedule A to Participation Agreement Between Transamerica Series Trust and Transamerica Life Insurance Company Transamerica Financial Life Insurance Company Dated May 1, 2013 ACCOUNTS, CONTRACTS, FUNDS EFFECTIVE AS OF May 1, 2024Participation Agreement • April 28th, 2025 • Merrill Lynch Life Variable Annuity Separate Account B
AMENDMENT TO PARTICIPATION AGREEMENT Regarding THE TAILORED SHAREHOLDER REPORTS RULEParticipation Agreement • April 28th, 2025 • Merrill Lynch Life Variable Annuity Separate Account B
This Amendment (the “Amendment”) is entered into as of July 1, 2024 (the “Effective Date”), by and among Transamerica Life Insurance Company and Transamerica Financial Life Insurance Company (each the “Company,” collectively the “Companies”), each on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), Transamerica Series Trust (the “Trust”), and Transamerica Capital, Inc. (the “Distributor”) (collectively, the “Parties”).
AMENDMENT TO PARTICIPATION AGREEMENT Regarding THE TAILORED SHAREHOLDER REPORTS RULEParticipation Agreement • April 28th, 2025 • Merrill Lynch Life Variable Annuity Separate Account B
This Amendment (the “Amendment”) is entered into as of August 1, 2024 (the “Effective Date”), by and among Transamerica Life Insurance Company (the “Insurer”), Transamerica Capital, Inc. (the “Contracts Distributor”) (together Insurer and Contracts Distributor, the “Company”), on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), AllianceBernstein L.P., (the “Adviser”), and AllianceBernstein Investments, Inc. (the “Distributor”) (collectively, the “Parties”).
AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • April 27th, 2011 • Merrill Lynch Life Variable Annuity Separate Account B • Arkansas
THIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT made and effective as of the 3rd day of December, 2010 (the “Effective Date”), by and between TRANSAMERICA CAPITAL, INC. (“TCI”), a California corporation, and TRANSAMERICA ADVISORS LIFE INSURANCE COMPANY (“TALIC”), an Arkansas corporation (formerly Merrill Lynch Life Insurance Company).
AMENDMENT TO PARTICIPATION AGREEMENT Regarding THE TAILORED SHAREHOLDER REPORTS RULEParticipation Agreement • April 28th, 2025 • Merrill Lynch Life Variable Annuity Separate Account B
This Amendment (the “Amendment”) is entered into as of September 1, 2024 (the “Effective Date”), by and among Transamerica Life Insurance Company (the “Company”), on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), PIMCO Variable Insurance Trust (the “Fund”), and PIMCO Investments LLC (formerly Allianz Global Investors Distributors LLC) (the “Underwriter”) (collectively, the “Parties”).
GMDB Reinsurance Agreement between MLLIC and ACE Tempest Life Reinsurance LTD.GMDB Reinsurance Agreement • April 28th, 2009 • Merrill Lynch Life Variable Annuity Separate Account B • New York
AMENDMENT TO PARTICIPATION AGREEMENT Regarding THE TAILORED SHAREHOLDER REPORTS RULEParticipation Agreement • April 28th, 2025 • Merrill Lynch Life Variable Annuity Separate Account B
This Amendment (the “Amendment”) is entered into as of July 1, 2024 (the “Effective Date”), by and among Transamerica Life Insurance Company (the “Life Company”), on its own behalf and on behalf of each separate account of the Life Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), AIM Variable Insurance Funds (Invesco Variable Insurance Funds) (the “Fund”), and Invesco Distributors, Inc. (the “Underwriter”) (collectively, the “Parties”).
AMENDMENT TO PARTICIPATION AGREEMENT Regarding RULE 498A and THE TAILORED SHAREHOLDER REPORTS RULEParticipation Agreement • April 28th, 2025 • Merrill Lynch Life Variable Annuity Separate Account B
This Amendment (the “Amendment”) is entered into as of September 1, 2024 (the “Effective Date”), by and among Transamerica Life Insurance Company (formerly Transamerica Advisors Life Insurance Company) (the “Company”), on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), BlackRock Variable Series Funds, Inc. and BlackRock Variable Series Funds II, Inc. (each, a “Trust” and together, the “Trusts”), and BlackRock Investments, LLC (the “Underwriter”).
AMENDMENT TO PARTICIPATION AGREEMENT Regarding THE TAILORED SHAREHOLDER REPORTS RULEParticipation Agreement • April 28th, 2025 • Merrill Lynch Life Variable Annuity Separate Account B
This Amendment (the “Amendment”) is entered into as of December 1, 2024 (the “Effective Date”), by and among Transamerica Life Insurance Company and Transamerica Financial Insurance Company (together, the “Company”), on their own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement (the “Agreement”), as may be amended from time to time (individually and collectively the “Accounts”), Lincoln Variable Insurance Products Trust (the “Trust”), Lincoln Financial Investments Corporation (the “Distributor”), and Lincoln Financial Investments Corporation (the “Adviser”) (collectively, the “Parties”).
AMENDMENT TO FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 28th, 2025 • Merrill Lynch Life Variable Annuity Separate Account B
This Amendment (the “Amendment”) is entered into as of September 18, 2024 (the “Effective Date”), by and among Transamerica Life Insurance Company and Transamerica Financial Life Insurance Company (each, the “Company”), on their own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively, the “Accounts”), Lincoln Variable Insurance Products Trust (the “Trust”), Lincoln Financial Distributors, Inc. (the “Distributor”), and Lincoln Financial Investments Corporation (the “Adviser”) (collectively, the “Parties”).
Amendment No. 3 to the GMIB Reinsurance Agreement between MLLIC and ACE Tempest Life Reinsurance LTD.Gmib Reinsurance Agreement • April 28th, 2009 • Merrill Lynch Life Variable Annuity Separate Account B
Effective August 1, 2008, this Amendment is hereby attached to and becomes a part of the above-described Reinsurance Treaty. It is mutually agreed that the Agreement will be updated to properly reflect fund changes and endorsements. In addition, it is mutually agreed that the Agreement will be amended to clarify the reinsurer approval process for retail fee increases and the addition of new riders with asset charges.
GMIB Reinsurance Agreement between MLLIC and ACE Tempest Life Reinsurance LTD.Gmib Reinsurance Agreement • April 28th, 2009 • Merrill Lynch Life Variable Annuity Separate Account B • New York
DBER Reinsurance Agreement between MLLIC and ACE Tempest Life Reinsurance LTD.Reinsurance Agreement • April 28th, 2009 • Merrill Lynch Life Variable Annuity Separate Account B • New York
Amendment No. 8 to Participation Agreement (BlackRock)Participation Agreement • April 21st, 2014 • Merrill Lynch Life Variable Annuity Separate Account B
THIS AMENDMENT, effective the 1st day of May, 2013, by and among BlackRock Variable Series Funds, Inc. (the “Fund”), and Transamerica Advisors Life Insurance Company (the “Company”), on its own behalf and on behalf of each segregated asset account of the Company (the “Agreement”).
Amendment No. 2 to the GMDB Reinsurance Agreement between MLLIC and ACE Tempest Life Reinsurance LTD.GMDB Reinsurance Agreement • April 28th, 2009 • Merrill Lynch Life Variable Annuity Separate Account B
Effective August 1, 2008, this Amendment is hereby attached to and becomes a part of the above-described Reinsurance Treaty. It is mutually agreed that the Agreement will be updated to properly reflect fund changes and endorsements. In addition, it is mutually agreed that the Agreement will be amended to clarify the reinsurer approval process for retail fee increases and the addition of new riders with asset charges.
Amendment No. 3 to the DBER Reinsurance Agreement between MLLIC and ACE Tempest Life Reinsurance LTD.Dber Reinsurance Agreement • April 28th, 2009 • Merrill Lynch Life Variable Annuity Separate Account B
Effective August 1, 2008, this Amendment is hereby attached to and becomes a part of the above-described Reinsurance Treaty. It is mutually agreed that the Agreement will be updated to properly reflect fund changes and endorsements. In addition, it is mutually agreed that the Agreement will be amended to clarify the reinsurer approval process for retail fee increases and the addition of new riders with asset charges.
Amendment to Fund Participation AgreementFund Participation Agreement • April 28th, 2025 • Merrill Lynch Life Variable Annuity Separate Account B
This Amendment (the “Amendment”), by and among Lincoln Variable Insurance Products Trust, a Delaware statutory trust (“Trust”), on its behalf and on behalf of its investment series set forth in Exhibit A (each, a “Fund”), Lincoln Financial Investments Corporation, a Tennessee corporation (“Adviser”), Lincoln Financial Distributors, Inc., a Connecticut corporation (“Distributor”), and Transamerica Life Insurance Company, a life insurance company organized under the laws of Iowa, and Transamerica Financial Life Insurance Company, a life insurance company organized under the laws of New York (together the “Company”), is effective as of April 29, 2024 (the “Effective Date”).
AMENDMENT TO PARTICIPATION AGREEMENT Regarding THE TAILORED SHAREHOLDER REPORTS RULEParticipation Agreement • April 28th, 2025 • Merrill Lynch Life Variable Annuity Separate Account B
This Amendment (the “Amendment”) is entered into as of September 1, 2024 (the “Effective Date”), by and among Transamerica Life Insurance Company (the “Insurer”), on its own behalf and on behalf of each separate account of the Insurer as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), Federated Hermes Insurance Series (the “Investment Company”), and Federated Securities Corp. (the “Distributor”) (collectively, the “Parties”).
AMENDMENT NO. 5 to the VARIABLE ANNUITY GMDB REINSURANCE AGREEMENT, effective October 1, 2002, between TRANSAMERICA ADVISORS LIFE INSURANCE COMPANY (formerly MERRILL LYNCH LIFE INSURANCE COMPANY) (the “CEDING COMPANY”) and ACE TEMPEST LIFE REINSURANCE...Variable Annuity GMDB Reinsurance Agreement • April 25th, 2016 • Merrill Lynch Life Variable Annuity Separate Account B
Effective May 1, 2015, this Amendment is hereby attached to and becomes a part of the above-described Agreement. It is mutually agreed that the Agreement will be updated to properly reflect fund changes and endorsements.
AMENDMENT NO. 6 to the VARIABLE ANNUITY DBER REINSURANCE AGREEMENT Effective June 1, 2001 Between TRANSAMERICA ADVISORS LIFE INSURANCE COMPANY (formerly MERRILL LYNCH LIFE INSURANCE COMPANY) (“CEDING COMPANY”) and ACE TEMPEST LIFE REINSURANCE LTD....Variable Annuity Dber Reinsurance Agreement • April 25th, 2016 • Merrill Lynch Life Variable Annuity Separate Account B
Effective May 1, 2015, this Amendment is hereby attached to and becomes a part of the above-described Agreement. It is mutually agreed that the Agreement will be updated to properly reflect fund changes and endorsements.
AMENDMENT NO. 6 to the VARIABLE ANNUITY GMIB REINSURANCE AGREEMENT effective October 1, 2002 between TRANSAMERICA ADVISORS LIFE INSURANCE COMPANY (formerly MERRILL LYNCH LIFE INSURANCE COMPANY) (the “CEDING COMPANY”) and ACE TEMPEST LIFE REINSURANCE...Variable Annuity Gmib Reinsurance Agreement • April 25th, 2016 • Merrill Lynch Life Variable Annuity Separate Account B
Effective May 1, 2015, this Amendment is hereby attached to and becomes a part of the above-described Agreement. It is mutually agreed that the Agreement will be updated to properly reflect fund changes and endorsements.