Fund Participation and Service Agreement Sample Contracts
FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • May 1st, 2025 • Northwestern Mutual Variable Life Account II • New York
The Northwestern Mutual Life Insurance Company (“Insurance Company”), for itself and on behalf of one or more separate accounts of the Insurance Company (“Separate Accounts”), Capital Client Group, Inc. (“CCG”), 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 CCG, 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 May, 2025, that Class 1A shares of the Funds (“Class 1A, Shares” together , the “shares”) shall be made available to serve as underlying investment media for certain variable annuity contracts and variable life insurance policies (hereinafter called “Contract(s)”; holders of such Contracts hereinafter called “Contractholder(s)”) to be offered by the Insurance Compan
SEVENTH AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 24th, 2025 • Separate Account No. 206
Equitable Financial Life Insurance Company, a New York life insurance company, and Equitable Financial Life Insurance Company of America, an Arizona life insurance company (collectively, the “Company”), Capital Client Group, Inc. (CCG, or the “Distributor”), formerly known as American Funds Distributors, Inc., American Funds Services Company (the “Transfer Agent”), Capital Research and Management Company (the “Advisor”) and the American Funds Insurance Series (the “Series”), an open-end investment company for which the Distributor, the Advisor and the Transfer Agent provide services and which is divided into funds (collectively called the “Funds” and individually, a “Fund”), entered into a certain Fund Participation and Service Agreement dated January 2, 2013 (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of August 29, 2024, by and among the Company, on its own behalf and on behalf of each separate account of the Comp
AXA EQUITABLE LIFE INSURANCE COMPANY AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 22nd, 2021 • Separate Account No. 70
THIS AMENDMENT (“Amendment”) amends the FUND PARTICIPATION AND SERVICE AGREEMENT dated January 2, 2013 (together with any prior amendments thereto, the “Agreement”) which is hereby incorporated by reference, and is made as of September 10, 2020 by and between AXA EQUITABLE LIFE INSURANCE COMPANY (“Insurance Company”); 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”). Capitalized terms not defined herein shall have the same meaning assigned to them in the Agreement.
Exhibit 26(h)(24)(iv) FIRST AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENT This first amendment, effective as of May 1, 2014, by and among Minnesota Life Insurance Company ("Insurance Company") for itself and on behalf of one or more separate...Fund Participation and Service Agreement • April 25th, 2014 • Minnesota Life Variable Life Account
FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • December 12th, 2017 • Mutual of America Separate Account No 2 • New York
Mutual of America Life Insurance Company (“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 10th day of April 2013, that Class 1 shares of the Funds (“Class 1 Shares” or the “shares”) shall be made available to serve as underlying investment media for certain variable annuity contracts (hereinafter called “Contract(s)”; holders of such Contracts hereinafter called “Contractholder(s)”) to be offered by the Insurance Company subject to the following provisions:
Amendment No. 1 to Fund Participation and Service Agreement betweenFund Participation and Service Agreement • April 18th, 2014 • Separate Account a of Pacific Life Insurance Co
Pacific Life Insurance Company and Pacific Life & Annuity Company (collectively shall be called the “Insurance Company”), on its behalf and on behalf of certain segregated asset accounts of the Insurance Company, American Funds Distributors, Inc., American Funds Insurance Series, American Funds Service Company and Capital Research and Management Company, have previously entered into a Fund Participation and Service Agreement dated October 1, 2013 (the “Agreement”). The parties now desire to amend the Agreement by this amendment (the “Amendment”).
FUND PARTICIPATION AND SERVICE AGREEMENT First Symetra National Life Insurance Company of New York ("Insurance Company"), for itself and on behalf of one or more separate accounts of the Insurance Company ("Separate Accounts"), American Funds...Fund Participation and Service Agreement • January 30th, 2013 • First Symetra National Life Insurance Co of Ny Sep Acct S • New York
AXA EQUITABLE LIFE INSURANCE COMPANY AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 22nd, 2021 • Separate Account No. 70
THIS AMENDMENT (“Amendment”) amends the FUND PARTICIPATION AND SERVICE AGREEMENT dated January 2, 2013 (together with any prior amendments thereto, the “Agreement”) which is hereby incorporated by reference, and is made as of September 10, 2020 by and between AXA EQUITABLE LIFE INSURANCE COMPANY (“Insurance Company”); 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”). Capitalized terms not defined herein shall have the same meaning assigned to them in the Agreement.
Amendment No. 5 to Fund Participation and Service Agreement between Pacific Life Insurance Company Pacific Life & Annuity Company American Funds Distributors, Inc. American Funds Insurance Series American Funds Service Company and Capital Research and...Fund Participation and Service Agreement • October 5th, 2020 • Separate Account a of Pacific Life & Annuity Co
Pacific Life Insurance Company (“Pacific Life”) and Pacific Life & Annuity Company (“Pacific Life & Annuity,” and, together with Pacific Life, 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, have previously entered into a Fund Participation and Service Agreement dated October 1, 2013 (as amended to date, the “Agreement”). The parties now desire to amend the Agreement by this amendment (the “Amendment”).
FIFTH AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENT Regarding SERIES SHAREHOLDER REPORTS AND OTHER REQUIRED MATERIALSFund Participation and Service Agreement • April 21st, 2022 • Separate Account Fp
Equitable Financial Life Insurance Company, formerly known as AXA Equitable Life Insurance Company, a New York life insurance company, and Equitable Financial Life Insurance Company of America, formerly known as MONY Life Insurance Company of America, an Arizona stock life insurance company (collectively “Company”), American Funds Distributors, Inc. (the “Distributor”), American Funds Services Company (the “Transfer Agent”), Capital Research and Management Company (the “Advisor”) and the American Funds Insurance Series (the “Series”), an open-end investment company for which the Distributor, the Advisor and the Transfer Agent provide services and which is divided into funds (collectively called the “Funds” and individually, a “Fund”), entered into a certain fund participation and service agreement dated January 2, 2013 (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of February 5, 2021, by and among the Company, on its
AMENDMENT NO. 1 PARTICIPATION AGREEMENTFund Participation and Service Agreement • February 29th, 2024 • Mutual of America Separate Account No 2
This Amendment, effective as of April 4, 2023 amends the Fund Participation and Service Agreement (the “Agreement”), dated the 10th day of April 2013, by and among Mutual of America Life Insurance Company (“Insurance Company”), 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”). All capitalized terms used herein and not otherwise defined shall have the same meaning ascribed such terms in the Agreement.
THIRD AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 23rd, 2010 • TIAA Separate Account VA-3
This Amendment is entered into as of December 31, 2009, by and among Teachers Insurance and Annuity Association of America (the “Insurance Company”) on its own behalf and on behalf of each segregated asset account of the Insurance Company set forth on Exhibit A of the Agreement (as defined blow) as may be amended from time to time (individually and collectively “Separate Accounts”), TIAA-CREF Individual & Institutional Services, LLC (“TC Services” being a party only for the purpose of consenting to this Amendment), American Funds Distributors, Inc., (the “Distributor”), American Funds Service Company (the “Transfer Agent”) and Capital Research and Management Company (the “Adviser”) on behalf of each of the open-end investment companies, or series thereof for which Distributor, Transfer Agent and Adviser provide services (hereinafter collectively called the “Funds” and, individually, a “Fund”).
AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 25th, 2013 • TIAA Separate Account VA-3
This Amendment is entered into as of April 1, 2013, by and among Teachers Insurance and Annuity Association of America (the “Company”) on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A of the Agreement (as defined below) as may be amended from time to time, DFA Investment Dimensions Group Inc. (the “Fund”), a Maryland corporation, Dimensional Fund Advisors LP, a Delaware limited partnership (the “Adviser”), and DFA Securities LLC, a Delaware limited liability company (the “Underwriter”).
AMENDMENT NO. 1 TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 27th, 2018 • American Fidelity Separate Account C
This Amendment No. 1 to Fund Participation and Service Agreement (this "Amendment"), dated as of November 14, 2017, is by and between American Fidelity Assurance Company, an Oklahoma corporation (the "Insurance Company"), for itself and on behalf of the Separate Accounts (as defined herein), 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, each individually, a "Fund"; the Insurance Company, AFD, Transfer Agent, CRMC, Series may be referred to herein as the "Parties").
FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 26th, 2022 • Jefferson National Life Annuity Account G • New York
Jefferson National Life Insurance Company (“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 13th day of November 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 serve as underlying investment media for certain variable annuity contracts (hereinafter called “Contract(s)”; holders of such Contracts hereinafter called “Contractholder
FOURTH AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • December 16th, 2020 • Equitable America Variable Account 70A of Equitable Financial Life Insurance Co of America
Equitable Financial Life Insurance Company, formerly known as AXA Equitable Life Insurance Company, a New York life insurance company, and Equitable Financial Life Insurance Company of America, formerly known as MONY Life Insurance Company of America, an Arizona stock life insurance company (collectively “Company”), American Funds Distributors, Inc. (the “Distributor”), American Funds Services Company (the “Transfer Agent”), Capital Research and Management Company (the “Advisor”) and the American Funds Insurance Series (the “Fund”), an open-end investment company for which the Distributor, the Advisor and the Transfer Agent provide services and which is divided into funds (collectively called the “Funds” and individually, a “Fund”), entered into a certain fund participation and service agreement dated January 2, 2013 (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of November 17, 2020, by and among the Company, on its
FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 30th, 2015 • American Fidelity Separate Account B • Delaware
American Fidelity Assurance Company ("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 19th day of August 2014, that Class 1 shares of the Funds ("Class 1 Shares") and together with Class 1, the "shares") shall be made available to serve as underlying investment media for certain variable annuity contracts (hereinafter called "Contract(s)"; holders of such Contracts hereinafter called "Contractholder(s)") to be offered by the Insurance Company subject to the followi
AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 25th, 2013 • TIAA Separate Account VA-3
This Amendment is entered into as of March 19, 2013, by and among Teachers Insurance and Annuity Association of America (the “Company”) on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A of the Agreement (as defined below) as may be amended from time to time and Dodge and Cox Funds, A Delaware Statutory trust, as distributor for shares of the Dodge and Cox family of mutual funds (collectively, the “Funds” or “You” and individually, a “Fund”).
AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENT Regarding RULE 30e-3, 498A And FUND DISCLOSURE DOCUMENTSFund Participation and Service Agreement • July 5th, 2022 • Protective Variable Annuity Separate Account
Protective Life Insurance Company (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”), entered into a certain Fund Participation and Service Agreement dated June 18, 2015 (the “Agreement”). This Amendment (this “Amendment”) to the Agreement is entered into as of April 29, 2022 (the “Effective Date”), by and among the Insurance Company, for itself and on behalf of each Separate Account, as may be amended from time to time, AFD, Transfer Agent, CRMC and the Series (collectively, the “Parties”).
AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 25th, 2013 • TIAA Separate Account VA-3
This Amendment is entered into as of March 22, 2013, by and among Teachers Insurance and Annuity Association of America (the “Company”) on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A of the Agreement as may be amended from time to time, T. Rowe Price Associates, Inc. (“Adviser”), on behalf of itself and the T. Rowe Price Funds (“Fund” or “Funds”) and T. Rowe Price Investment Services, Inc. (hereinafter the “Underwriter”), a Maryland corporation. For purposes of this Amendment, the Fund, Adviser and Underwriter are together referred to as “You.”
AMENDMENT NO. 2 TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 27th, 2023 • American Fidelity Separate Account C
This Amendment, effective as of September 19, 2018 amends the Fund Participation and Service Agreement (the “Agreement”) dated August 19, 2014, as amended, by and among American Fidelity Assurance Company, an Oklahoma corporation (the “Insurance Company”), for itself and on behalf of the separate accounts of the Insurance Company listed on Exhibit B to the Agreement (the “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”).
AMENDMENT NO. 2 TOFund Participation and Service Agreement • November 24th, 2020 • Pruco Life Inurance Co of New Jersey FLXBL Prmium Var Ann Ac • Life insurance
This Second Amendment (“Amendment), effective as of September 1st, 2020 amends the Fund Participation and Service Agreement (the “Agreement”), dated October 9, 2019 by and among Pruco Life Insurance Company and Pruco Life Insurance Company of New Jersey (referred to in the Agreement as the “Company,” but referred to herein as “PLIC” and “PLICNJ” respectively), American Funds Distributors, Inc. (the “Distributor”), American Funds Service Company (the “Transfer Agent”), Capital Research and Management Company (the “Adviser”), and American Funds Insurance Series (the “Series”).
AMENDMENT NO. 2 TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 27th, 2023 • American Fidelity Separate Account B
This Amendment, effective as of September 19, 2018 amends the Fund Participation and Service Agreement (the “Agreement”) dated August 19, 2014, as amended, by and among American Fidelity Assurance Company, an Oklahoma corporation (the “Insurance Company”), for itself and on behalf of the separate accounts of the Insurance Company listed on Exhibit B to the Agreement (the “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”).
FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • December 22nd, 2006 • TIAA Separate Account VA-3 • New York
Teachers Insurance and Annuity Association of America (hereinafter called the “Insurance Company”), for itself and on behalf of one or more separate accounts of the Insurance Company listed on Exhibit A (hereinafter called "Separate Accounts"), TIAA-CREF Individual & Institutional Services, LLC (for purposes of paragraph 9(e) only), American Funds Distributors, Inc. (hereinafter called “Distributor”), American Funds Service Company (hereinafter called “Transfer Agent”), Capital Research and Management Company (hereinafter called “Adviser”) on behalf of each of the open-end investment companies, or series thereof for which Distributor, Transfer Agent and Adviser provide services (hereinafter collectively called the "Funds" and, individually, a "Fund"), for good and valuable consideration, hereby agree on this ____ day of ___________ 2006, that Class R-5 shares (“shares” or “Class R Shares”) of the Funds listed on Exhibit A shall be made available to serve as underlying investment media
FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 16th, 2015 • Modern Woodmen of America Variable Annuity Account • New York
Modern Woodmen of America (the “Society”), for itself and on behalf of one or more separate accounts of the Society (“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 11th day of March 2015, that Class 1 shares of the Funds and Class 2 shares of the Funds (“Class 1 or 2 Shares”) and Class P1 shares of the Funds (“Class P1 Shares” and together with Class 1or 2 Shares, the “shares”) shall be made available to serve as underlying investment media for certain variable annuity contracts (hereinafter called “Certificate(s)”; holders of such Certificates hereinafter called “Ce
Amendment to Fund Participation and Service Agreement between Protective Life and Annuity Company American Funds Distributors, Inc. American Funds Service Company Capital Research and Management Company And American Funds Insurance SeriesFund Participation and Service Agreement • April 16th, 2021 • PLAIC Variable Annuity Account S
Protective Life and Annuity Company (“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 American Funds Insurance Series (the “Series”), have previously entered into a Fund Participation and Service Agreement dated June 18, 2015 (as amended to date, the “Agreement”). The parties now desire to amend the Agreement by this amendment (the “Amendment”).
AMENDMENT NO. 1 TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 29th, 2024 • Symetra Separate Account Sl
This Amendment, effective as of March _________, 2019 amends the Fund Participation and Service Agreement (“Agreement”), dated January 29, 2013, by and among Symetra Life Insurance Company (“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”).
Amendment No. 4 to Fund Participation and Service Agreement between Pacific Life Insurance Company Pacific Life & Annuity Company American Funds Distributors, Inc. American Funds Insurance Series American Funds Service Company and Capital Research and...Fund Participation and Service Agreement • May 9th, 2019 • Pacific Select Exec Separate Acct Pacific Life Ins
Pacific Life Insurance Company and Pacific Life & Annuity Company (collectively shall be called the “Insurance Company”), on its behalf and on behalf of certain segregated asset accounts of the Insurance Company, American Funds Distributors, Inc., American Funds Insurance Series, American Funds Service Company and Capital Research and Management Company, have previously entered into a Fund Participation and Service Agreement dated October 1, 2013 (as amended to date, the “Agreement”). The parties now desire to amend the Agreement by this amendment (the “Amendment”).
AMENDMENT NO. 2 TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • August 30th, 2021 • Symetra Separate Account Sl
This Amendment, effective as of ________________, 2021, amends the Fund Participation and Service Agreement (“Agreement”) dated January 29, 2013, as amended, by and among Symetra Life Insurance Company, (“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”).
Amendment No. 3 to Fund Participation and Service Agreement between Modern Woodmen of America Capital Client Group, Inc. American Funds Service Company Capital Research and Management Company and American Funds Insurance SeriesFund Participation and Service Agreement • April 29th, 2025 • Modern Woodmen of America Variable Annuity Account
Modern Woodmen of America (the "Society"), on its behalf and on behalf of one or more separate accounts of the Society (the “Account”), Capital Client Group, Inc., f/k/a American Funds Distributors, Inc. (“AFD”), American Funds Service Company (“Transfer Agent”), Capital Research and Management Company (“CRMC”) and American Funds Insurance Series (the “Fund” and together with the Society, AFD, Transfer Agent and CRMC, the “Parties”) have previously entered into a Fund Participation and Service Agreement, dated March 11, 2015, as amended by Amendment Nos. 1 and 2 to Fund Participation and Service Agreement (the "Participation Agreement"). The parties now desire to amend the Agreement by this Amendment No. 3 to Fund Participation and Service Agreement, dated effective July 24, 2024 (the "Amendment").
Amendment No. 2 to Fund Participation and Service Agreement between Modern Woodmen of America American Funds Distributors, Inc. American Funds Service Company Capital Research and Management Company and American Funds Insurance SeriesFund Participation and Service Agreement • April 27th, 2022 • Modern Woodmen of America Variable Annuity Account
Modern Woodmen of America (the “Society”), on its behalf and on behalf of one or more separate accounts of the Society (the “Account”), American Funds Distributors, Inc. (“AFD”), American Funds Service Company (“Transfer Agent”), Capital Research and Management Company (“CRMC”) and American Funds Insurance Series (the “Fund” and together with the Society, AFD, Transfer Agent and CRMC, the “Parties”) have previously entered into a Fund Participation and Service Agreement, dated March 11, 2015, as amended by Amendment No. 1 to Fund Participation and Service Agreement (the “Participation Agreement”). The parties now desire to amend the Agreement by this Amendment No. 2 to Fund Participation and Service Agreement, dated May 1, 2021 (the “Amendment”).
Amendment No. 2 to Fund Participation and Service Agreement betweenFund Participation and Service Agreement • April 17th, 2015 • Separate Account a of Pacific Life Insurance Co
Pacific Life Insurance Company and Pacific Life & Annuity Company (collectively shall be called the “Insurance Company”), on its behalf and on behalf of certain segregated asset accounts of the Insurance Company, American Funds Distributors, Inc., American Funds Insurance Series, American Funds Service Company and Capital Research and Management Company, have previously entered into a Fund Participation and Service Agreement dated October 1, 2013 (the “Agreement”). The parties now desire to amend the Agreement by this amendment (the “Amendment”).
PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 27th, 2018 • American Fidelity Separate Account B
This Amendment No. 1 to Fund Participation and Service Agreement (this "Amendment"), dated as of November 14, 2017, is by and between American Fidelity Assurance Company, an Oklahoma corporation (the "Insurance Company"), for itself and on behalf of the Separate Accounts (as defined herein), 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, each individually, a "Fund"; the Insurance Company, AFD, Transfer Agent, CRMC, Series may be referred to herein as the "Parties").
FOURTH AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 23rd, 2012 • TIAA Separate Account VA-3
This Amendment is entered into as of April 16, 2012, by and among Teachers Insurance and Annuity Association of America (the “Insurance Company”) on its own behalf and on behalf of each segregated asset account of the Insurance Company set forth on Exhibit A of the Agreement (as defined below) as may be amended from time to time (individually and collectively “Separate Accounts”), TIAA-CREF Individual & Institutional Services, LLC (“TC Services”, being a party only for the purpose of consenting to this Amendment), American Funds Distributors, Inc. (the “Distributor”), American Funds Service Company (the “Transfer Agent”), and Capital Research and Management Company (the “Adviser”) on behalf of each of the open-end investment companies, or series thereof for which Distributor, Transfer Agent and Adviser provide services (hereinafter called the “Funds” and, individually, a “Fund”).
AMENDMENT NO. 1 to the FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • March 31st, 2017 • MEMBERS Horizon Variable Separate Account
This Amendment, dated as of November 16, 2016 to the Fund Participation and Service Agreement dated as of February 25, 2016 (the “Agreement”), between MEMBERS Life Insurance Company (“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”). All capitalized terms used herein and not otherwise defined shall have the meaning ascribed to such term in the Agreement.