Exhibit 8(a)(ix) AMENDMENT NO. 15 TO PARTICIPATION AGREEMENT The Lincoln National Life Insurance Company, Variable Insurance Products Fund and Fidelity Distributors Corporation, hereby amend their Participation Agreement, dated September 1, 1996, and...
Exhibit 8(a)(ix)
AMENDMENT NO. 15 TO PARTICIPATION AGREEMENT
The Lincoln National Life Insurance Company, Variable Insurance Products Fund
and Fidelity Distributors Corporation, hereby amend their Participation
Agreement, dated September 1, 1996, and as subsequently amended, by replacing
Schedule A in its entirety with the attached Schedule A.
SCHEDULE A
SEPARATE ACCOUNTS AND ASSOCIATED CONTRACTS
EFFECTIVE MAY 1, 2014 (PURSUANT TO SECTION 1.6 OF THE AGREEMENT)
POLICY FORM NUMBERS OF CONTRACTS
NAME OF SEPARATE ACCOUNT FUNDED BY SEPARATE ACCOUNT FIDELITY FUND (CLASS)
-------------------------------------------- ------------------------------------------------------ --------------------------------
Lincoln National Variable Annuity Account C 18829, 25982RSC, 28645 0697, 18831 Growth - Service Class
(Individual Multi-Fund(R))
30070-B (Multi-Fund(R) 5)
00000-XX-X (Xxxxx-Xxxx(X) Select) Growth - Service Class 2
Lincoln National Variable Annuity Account L GAC91-101; GAC96-111 Equity-Income - Initial Class
GAC96-101 Growth - Initial Class
(GVA I, II, III) Money Market
Lincoln Life Flexible Premium Variable Life LN605/615 (VUL I) Equity-Income - Initial Class
Account M
LN660(VUL) (VUL(CV)) Growth - Service Class
LN680(VUL(DB)) High Income - Service
LN665(VUL(CV) II) Overseas - Service Class
ELITE SERIES:
LN680 (VUL(DB)), LN665 (VUL(DB) II) (VUL(DB) IV) Equity-Income - Service Class
MoneyGuard Growth - Service Class
LN690 (VUL(CV) II) (VULFlex) Overseas - Service Class
LN670 (VUL(CV) III) (VUL(CV) IV)
LN691 (VULONE), LN693 (Momentum VULONE)
LN694 (VULONE2005), LN695 (Momentum VULONE2005)
LN696 (VULONE2007), (Momentum VULONE2007)
LN698 Asset Edge
1
Lincoln Life Variable Annuity Account N AN425 (ChoicePlus) Overseas - Initial Class
Equity-Income - Initial Class
Growth - Initial Class
Equity-Income - Service Class
Growth - Service Class
30296 (ChoicePlus Access) Overseas - Service Class 2
30295 (ChoicePlus Bonus) Equity-Income - Service Class 2
Growth - Service Class 2
30070-B (ChoicePlus II) Equity-Income - Service Class 2
30070-B (ChoicePlus II Access) Growth - Service Class 2
30070-B (ChoicePlus II Bonus) Overseas - Service Class 2
30070-B (ChoicePlus II Advance)
30070-B ChoicePlus Assurance - (A Share/Class) Equity-Income - Service Class 2
30070-B ChoicePlus Assurance - (B Class) Growth - Service Class 2
30070-B ChoicePlus Assurance - (B Share) Overseas - Service Class 2
30070-B ChoicePlus Assurance - (C Share)
30070-B ChoicePlus Assurance - (L Share)
30070-B ChoicePlus Assurance - (Bonus)
30070-B ChoicePlus Assurance (Prime)
30070-B, 30070-A 8/03 ChoicePlus Assurance (Series)
30070-B ChoicePlus Momentum Income Option
30070-B ChoicePlus Rollover
30070-B ChoicePlus Signature
30070-A ChoicePlus Fusion
30070-B Investor Advantage(SM)
30070-A Investor Advantage(SM) - Fee Based
30070-B Investor Advantage(SM) RIA Growth - Initial Class
30070-CP-Design (all variations) Growth - Service Class 2
Overseas - Service Class 2
Lincoln Life Variable Annuity Account Q 28883, 28884, 28890, 28867, 28868, Growth - Service Class
28891, 28903 (Group MultiFund)
Lincoln Life Flexible Premium Variable Life LN650 (SVUL I) Equity-Income - Initial Class
Separate Account R LN650 (SVUL) Growth - Service Class
LN655 (SVUL II) High Income - Service Class
Overseas - Service Class
ELITE SERIES:
2
LN655 (SVUL II) Equity-Income - Service Class
LN656 (SVUL III) (SVUL IV) Growth - Service Class
Overseas - Service Class
LN657 (SVULONE), LN658 (Momentum SVULONE) Growth - Service Class
LN657 (SVULONE2007), (Momentum SVULONE2007) Overseas - Service Class
Lincoln Life Flexible Premium Variable Life LN920/921 (CVUL) Growth - Service Class
Account S LN925/926 (CVUL Series III) High Income - Service Class
Overseas - Service Class
ELITE SERIES: Equity-Income - Service Class
LN925-926 (CVUL Series III) Growth - Service Class
LN935 (LCV4) Overseas - Service Class
LN939 (LCV5) Growth - Service Class
LN939 (Lincoln Corporate Commitment VUL) Overseas - Service Class
Lincoln Life Variable Annuity Account T 30070-B (SEI) Equity-Income - Service Class 2
30070-B (SEI Select) Growth - Service Class 2
Money Market - Service Class
Lincoln Life Variable Annuity Account W 30070-B (New Directions Core) Overseas - Service Class 2
30070-B (New Directions Access)
30070-B (New Directions Access 4)
Lincoln Life Flexible Premium Variable Life LN930 (Lincoln Corporate Variable Private Solutions) Equity-Income - Initial Class
Account Z LN940 (Private Placement VUL) Equity-Income - Service Class
Growth - Service Class
Overseas - Service Class
High Income - Service Class
Money Market - Service Class
Money Market- Initial Class
Lincoln National Variable Annuity Account 57 19476 (Director) Equity Income - Service Class 2
Lincoln National Variable Annuity Account 58 19476 (Director) Growth - Service Class 2
Lincoln National Variable Annuity Account 59 19476 (Director) Overseas - Service Class 2
3
IN WITNESS WHEREOF, each of the parties hereto has caused this Amendment to be
executed in its name and on its behalf by its duly authorized representative as
of the date specified below.
Date: 3/28/14 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
-------
By: /s/ Xxxxxx X. Xxxxx
-------------------
Name: Xxxxxx X. Xxxxx
Title: Vice President
Date 4/25/14 VARIABLE INSURANCE PRODUCTS FUND
-------
By: /s/ Xxxxxx Xxxxxxxx
-------------------
Name: Xxxxxx Xxxxxxxx
Title: Deputy Treasurer
Date 4/25/14 FIDELITY DISTRIBUTORS CORPORATION
-------
By: /s/ Xxxxxx Xxxxxxx
-------------------
Name: Xxxxxx Xxxxxxx
Title: EVP
4
AMENDMENT NO. 19 TO PARTICIPATION AGREEMENT
The Lincoln National Life Insurance Company, Variable Insurance Products Fund II
and Fidelity Distributors Corporation, hereby amend their Participation
Agreement, dated September 1, 1996, and as subsequently amended, by replacing
Schedule A in its entirety with the attached Schedule A.
SCHEDULE A
SEPARATE ACCOUNTS AND ASSOCIATED CONTRACTS
EFFECTIVE MAY 1, 2014 (PURSUANT TO SECTION 1.6 OF THE AGREEMENT)
POLICY FORM NUMBERS OF CONTRACTS
NAME OF SEPARATE ACCOUNT FUNDED BY SEPARATE ACCOUNT FIDELITY FUND (CLASS)
-------------------------------------------- --------------------------------------------------- -----------------------------------
Lincoln National Variable Annuity Account C 18829, 25982RSC, 28645 0697 Multi-Fund(R) Contrafund - Service Class
30070-B Multi-Fund(R) 5 Contrafund - Service Class 2
30070-CD-B Multi-Fund(R) Select
30070-B Multi-Fund(R) 5 Retirement Annuity
Lincoln National Variable Annuity Account L GAC96-111; GAC91-101 Asset Manager - Initial Class
GVA I, II, III Contrafund - Service Class 2
Lincoln Life Flexible Premium Variable Life LN605/615 VUL I Asset Manager - Initial Class
Account M Investment Grade Bond - Initial
Class
LN660 VUL, VUL(CV) II Contrafund - Service Class
LN680 VUL(DB)
ELITE SERIES:
LN680 VUL(DB), LN690 VUL(DB) II, VUL(DB) IV Contrafund - Service Class
MoneyGuard
LN665 VUL(CV) II, VULFlex
LN670 VUL(CV) III, VUL(CV) IV
LN691 VULONE, LN693 Momentum VULONE
LN694 VULONE2005, LN695 Momentum VULONE2005
LN696 VULONE2007, Momentum VULONE2007
LN698 AssetEdge
5
Lincoln Life Variable Annuity Account N AN425 ChoicePlus Contrafund - Service Class 2
30070-B ChoicePlus II Contrafund - Service Class 2
30070-B ChoicePlus II Access
30070-B ChoicePlus II Bonus
30070-B ChoicePlus II Advance
30070-B ChoicePlus Assurance (A Share/Class) Contrafund - Service Class 2
30070-B ChoicePlus Assurance (B Class)
30070-B ChoicePlus Assurance (B Share)
30070-B ChoicePlus Assurance (C Share)
30070-B ChoicePlus Assurance (L Share)
30070-B ChoicePlus Assurance (Bonus)
30070-B ChoicePlus Assurance (Prime)
30070-B, 30070-A 8/03 ChoicePlus Assurance (Series)
30070-B ChoicePlus Momentum Income Option
30070-CP-Design (all variations) ChoicePlus Design
30070-B ChoicePlus Rollover
30070-B ChoicePlus Signature
30070-A ChoicePlus Fusion
30070-B Investor Advantage(SM)
30070-A Investor Advantage(SM) Fee-Based
30070-B Investor Advantage(SM) RIA Contrafund - Initial Class
Lincoln Life Variable Annuity Account Q 28883, 28884, 28890, 28867, 28868, Contrafund - Service Class
28891, 28903 Group MultiFund
Lincoln Life Flexible Premium Variable Life LN650 SVUL I Asset Manager - Initial Class
Separate Account R Investment Grade Bond - Initial
Class
LN650 SVUL Investment Grade Bond - Initial
Class
LN655 SVUL II Asset Manager - Initial Class
Contrafund - Service Class
ELITE SERIES:
LN655 SVUL II Asset Manager - Initial Class
LN656 SVUL III SVUL IV Investment Grade Bond - Initial
Class
Contrafund - Service Class
6
LN657 SVULONE, LN658 Momentum SVULONE Contrafund - Service Class
LN697 SVULONE2007, Momentum SVULONE2007
Lincoln Life Flexible Premium Variable Life LN920/921 CVUL Contrafund - Service Class
Account S LN925/926 CVUL Series III Asset Manager - Service Class
LN939 Lincoln Corporate Commitment VUL
Freedom 2020 - Service Class
Freedom 2030 - Service Class
Freedom 2040 - Service Class
Freedom 2050 - Service Class
Freedom Income - Service Class
Investment Grade Bond - Service
Class
ELITE SERIES: Contrafund - Service Class
LN925-926 CVUL Series III Asset Manager - Service Class
LN935 LCV4
LN939 LCV5
Lincoln Life Variable Annuity Account T 30070-B SEI Contrafund - Service Class 2
30070-B SEI Select
Lincoln Life Variable Annuity Account W 30070-B New Directions Core Contrafund - Service Class 2
30070-B New Directions Access
30070-B New Directions Access 4
Lincoln Life Flexible Premium Variable Life LN930 Lincoln Corporate Variable Private Solutions Contrafund - Service Class 2
Account Z LN940 Private Placement VUL Contrafund - Initial Class
Asset Manager - Service Class
Asset Manager - Initial Class
Investment Grade Bond - Service
Class
Index 500 Portfolio - Initial Class
Freedom 2020 - Service Class
Freedom 2030 - Service Class
Freedom 2040 - Service Class
Freedom 2050 - Service Class
Freedom Income - Service Class
Lincoln National Variable Annuity Account 35 19476 Director Contrafund - Service Class
7
Lincoln Life Separate Account 4k 19476 Lincoln American Legacy Retirement Group Contrafund - Service Class 2
Variable Annuity
Separate Account BLM Lincoln Corporate Commitment Private Placement Investment Grade Bond - Initial
BOLI Class
Lincoln National Fund 3 12687 Group Variable Annuity Fund 3 S&P 500 Index - Initial Class
IN WITNESS WHEREOF, each of the parties hereto has caused this Amendment to
be executed in its name and on its behalf by its duly authorized representative
as of the date specified below.
Date 3/28/14 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
-------
By: /s/ Xxxxxx X. Xxxxx
-------------------
Name: Xxxxxx X. Xxxxx
Title: Vice President
Date 4/25/14 VARIABLE INSURANCE PRODUCTS FUND II
-------
By: /s/ Xxxxxx Xxxxxxxx
-------------------
Name: Xxxxxx Xxxxxxxx
Title: Deputy Treasurer
Date 4/25/14 FIDELITY DISTRIBUTORS CORPORATION
-------
By: /s/ Xxxxxx Xxxxxxx
-------------------
Name: Xxxxxx Xxxxxxx
Title: EVP
8
AMENDMENT NO. 15 TO PARTICIPATION AGREEMENT
The Lincoln National Life Insurance Company, Variable Insurance Products Fund
III and Fidelity Distributors Corporation, hereby amend their Participation
Agreement, dated October 30, 1998, and as subsequently amended, by replacing
Schedule A with the attached Schedule A:
SCHEDULE A
SEPARATE ACCOUNTS AND ASSOCIATED CONTRACTS
EFFECTIVE MAY 1, 2014 (PURSUANT TO SECTION 1.6 OF THE AGREEMENT)
POLICY FORM NUMBERS OF CONTRACTS
NAME OF SEPARATE ACCOUNT FUNDED BY SEPARATE ACCOUNT FIDELITY FUND (CLASS)
------------------------------------------------------------------------------------------------------------------------------------
Lincoln National Variable Annuity Account C 30070-B Multi-Fund(R) 5 Mid Cap - Service Class 2
30070-B Multi-Fund(R) 5 Retirement Annuity
Lincoln Life Flexible Premium Variable Life LN660 VUL, VUL(CV) Growth Opportunities -- Service
Account M LN680 VUL(DB) Class
LN665 VUL(CV) II
ELITE SERIES:
LN680 VUL(DB), LN690 VUL(DB) II, VUL(DB) IV Mid Cap - Service Class
MoneyGuard
LN665 VUL(CV) II, VULFlex
LN670 VUL(CV) III, VUL(CV) IV
LN691 VULONE, LN693 Momentum VULONE
LN694 VULONE2005, LN695 Momentum
VULONE2005
LN696 VULONE2007, Momentum VULONE2007
LN698 AssetEdge
9
Lincoln Life Variable Annuity Account N AN425 ChoicePlus Mid Cap - Service Class 2
30296 ChoicePlus Access
30295 ChoicePlus Bonus
30070-B ChoicePlus II
30070-B ChoicePlus II Access
30070-B ChoicePlus II Bonus
30070-B ChoicePlus II Advance
30070-B ChoicePlus Assurance (A Share/Class)
30070-B ChoicePlus Assurance (B Class)
30070-B ChoicePlus Assurance (B Share)
30070-B ChoicePlus Assurance (C Share)
30070-B ChoicePlus Assurance (L Share)
30070-B ChoicePlus Assurance (Bonus)
30070-B ChoicePlus Assurance (Prime)
30070-B, 30070-A ChoicePlus Assurance (Series)
30070-B ChoicePlus Momentum Income Option
30070-B ChoicePlus Rollover
30070-B ChoicePlus Signature
30070-CP-Design (all variations) ChoicePlus Design
30070-A ChoicePlus Fusion
30070-B Investor Advantage(SM)
30070-A Investor Advantage(SM) Fee-Based
30070-N Investor Advantage(SM) RIA Mid-Cap - Initial Class
Lincoln Life Flexible Premium Variable Life LN650 SVUL Growth Opportunities -- Service
Class
Separate Account R LN655 SVUL-II
ELITE SERIES:
LN655 SVUL II Mid Cap - Service Class
LN656 SVUL III, SVUL IV
LN657 SVULONE
LN658 Momentum SVULONE
LN697 SVULONE2007, Momentum
SVULONE2007
Lincoln Life Flexible Premium Variable Life LN920/921 CVUL Mid Cap - Service Class
Account S LN925/926 CVUL Series III
10
LN925/926 CVUL Series III Elite
LN935 LCV4
LN939 LCV5
LN939 Lincoln Corporate Commitment VUL
Lincoln Life Variable Annuity Account W 30070-B New Directions Core Growth Opportunities - Service
Class 2
30070-B New Directions Access
30070-B New Directions Access 4
Lincoln Life Flexible Premium Variable Life LN930 Lincoln Corporate Private Solution Mid Cap - Service Class
Account Z LN940 Private Placement VUL Growth Opportunities - Service
Class
Lincoln National Variable Annuity Account 84 19476 Director Mid Cap - Initial Class
Lincoln Life Separate Account 4k 19476 Lincoln American Legacy Retirement Group Mid Cap - Service Class 2
Variable Annuity
IN WITNESS WHEREOF, each of the parties hereto has caused this Amendment to
be executed in its name and on its behalf by its duly authorized officer as of
the date specified below.
Date 3/28/14 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
-------
By: /s/ Xxxxxx X. Xxxxx
-------------------
Name: Xxxxxx X. Xxxxx
Title: Vice President
Date 4/25/14 VARIABLE INSURANCE PRODUCTS FUND III
-------
By: /s/ Xxxxxx Xxxxxxxx
-------------------
Name: Xxxxxx Xxxxxxxx
Title: Deputy Treasurer
Date 4/25/14 FIDELITY DISTRIBUTORS CORPORATION
-------
By: /s/ Xxxxxx Xxxxxxx
-------------------
Name: Xxxxxx Xxxxxxx
Title: EVP
11
