AETNA LIFE INSURANCE AND ANNUITY COMPANY. By /s/ Xxxxxxx Xxxxxxxx --------------------------- Name Xxxxxxx Xxxxxxxx Title Vice President, Treasurer and Corporate Controller AELTUS INVESTMENT MANAGEMENT, INC. By /s/ J. Xxxxx Xxx -------------------------- Name J. Xxxxx Xxx Title Managing Director, Chief Operating officer AETNA VARIABLE FUND AETNA VARIABLE ENCORE FUND AETNA INCOME SHARES AETNA BALANCED VP,INC. AETNA GET FUND AETNA GENERATION PORTFOLIOS, INC. AETNA VARIABLE PORTFOLIOS, INC. By /s/ XXXXX XXXXXX ---------------------------- Name XXXXX XXXXXX Title Managing Director Schedule B (Amended as of June 1, 1999) Aetna Balanced VP, Inc. Aetna GET Fund Series B Series C Series D Series E Aetna Generation Portfolios, Inc. Aetna Ascent VP Aetna Crossroads VP Aetna Legacy VP Aetna Variable Portfolios, INC. Aetna Value Opportunity VP Aetna Growth VP Aetna Small Company VP Aetna Index Plus Large Cap VP Aetna High Yield VP Aetna Real Estate Securities VP Aetna Index Plus Mid Cap VP Aetna Index Plus Small Cap VP Aetna Index Plus Bond VP Aetna International VP
AETNA LIFE INSURANCE AND ANNUITY COMPANY. ALIAC's Closing Date Liabilities shall consist of all liabilities listed below with respect to the Policies issued by ALIAC, determined as of 11:59 p.m. Eastern Time on the day immediately preceding the Effective Date in accordance with Connecticut SAP.
AETNA LIFE INSURANCE AND ANNUITY COMPANY. The Required Balance with respect to the Policies and Post-Closing Policies issued by ALIAC as of any date shall be computed as the excess of (a) all liabilities listed below with respect to such Policies and Post-Closing Policies, determined under Connecticut SAP as of such date, over (b) the aggregate amount of the policy loans (including accrued interest thereon) under such Policies and Post-Closing Policies, determined under Connecticut SAP as of such date.
AETNA LIFE INSURANCE AND ANNUITY COMPANY. The Required Balance with respect to the Policies and Post-Closing Policies issued by ALIAC as of any date shall be computed as the excess of (a) all liabilities listed below with respect to such Policies and Post-Closing Policies, determined under Connecticut SAP as of such date, over (b) the aggregate amount of the policy loans (including accrued interest thereon) under such Policies and Post-Closing Policies, determined under Connecticut SAP as of such date. Liabilities with Respect to Policies and Post-Closing Policies Aggregate Reserves for Life Policies Policy and Contract Claims Premiums Received in Advance Liability for Premium and Other Fund Deposits Cost of Collection Separate Account Liabilities
AETNA LIFE INSURANCE AND ANNUITY COMPANY. ENDORSEMENT This Contract is hereby endorsed to add the following new provision under Surrender Value: No surrender fee is deducted: o On and after the tenth anniversary of the Effective Date of the Individual Account; o From any portion of the Active Life Fund which is paid when the Individual Account Cash Value is $2,500 or less and no surrenders have been taken from the Individual Account within the prior 12 months. If there is more than one Individual Account under the Contract for a Participant, then this provision will only apply when the total in all of the Participant's Individual Accounts is $2,500 or less; or o In an amount equal to or less than 10% of the current Individual Account Cash Value, as part of the first partial surrender request in a calendar year to a 403(b) Participant who is at least age 59-1/2 and less than age 70-1/2. The Individual Account Cash Value is calculated as of the date the partial surrender request is received in good order at Aetna's Home Office. Any outstanding loans from the Participant's Individual Account are excluded when calculating the Individual Account Cash Value. This provision does not apply to partial surrenders due to loan defaults made from Individual Account Values and does not apply to full surrender requests. Endorsed and made a part of this Contract on May 1, 1989 or the Effective Date of the Contract whichever is later. /s/ Xxxx X. Xxxxxx President Aetna Life Insurance and Annuity Company Aetna Life Insurance and Annuity Company ENDORSEMENT This Contract is hereby endorsed to include the following new provisions: During any calendar year, Aetna may be told to change the investment mix twelve times. Should Aetna allow additional changes, each may be subject to a fee of up to $10. Twelve transfers of Current Value (excluding transfers from the GA Account at the end of a Guaranteed Term) can be made during a calendar year period. Should Aetna allow additional transfers, each may be subject to a fee of up to $10. Endorsed and made a part of this Contract effective May 1, 1989. /s/ Xxxx X. Xxxxxx President Aetna Life Insurance and Annuity Company Aetna Life Insurance and Annuity Company ENDORSEMENT Add the following conditions to the Contributions, Valuation and Discontinuance Contributions or the Deposit, Reserve and Surrender Provision portion of the Contract: The following distribution options may be elected by the Owner.
AETNA LIFE INSURANCE AND ANNUITY COMPANY. By: ------------------------------------------ Attest: Name: ---------------------------------------- Title: --------------------------------------- --------------------------------- Name Title Aeltus Investment Management, Inc. Attest: By: ------------------------------------------ Name: ---------------------------------------- Title: --------------------------------------- -------------------------------- Name Title Aetna Variable Portfolios, Inc. on behalf of Aetna _________________ Portfolio By: ----------------------------------------- Name: --------------------------------------- Attest: Title: -------------------------------------- -------------------------------- Name Title
AETNA LIFE INSURANCE AND ANNUITY COMPANY. TRANSFER CREDIT ENDORSEMENT The Contract or Certificate is hereby endorsed as follows: Add the following statement to the end of Section 3.02 entitled Net Contribution(s): Transferred Assets are the value of prior contributions into an existing Plan which are deposited into this Contract as of the date the amount is received in good order by Aetna. Transferred Assets, less any premium tax, will be allocated to Participant Individual Accounts in amounts authorized by the Contract Holder. Where Aetna is the exclusive 403(b) Plan provider, Aetna will apply a Transfer Credit equal to [2%] of Transferred Assets deposited into the Contract and allocated to Individual Accounts. The Transfer Credit amount is calculated as of the one year anniversary of a Participant's first Net Contribution to the Contract. The calculation for any Transfer Credit amount will be based on the total amount of Transferred Assets remaining in Individual Accounts as of the calculation date. The Transfer Credit amount will be allocated to the Fixed Plus Account. The amount will include the Transfer Credit plus any interest that would have accrued had the Transfer Credit actually been deposited into the Fixed Plus Account on the first business day of the calendar month following calculation. Transfer Credit will not be applied to assets transferred into the Contract from existing Aetna Contracts. Only Net Contributions not previously held by Aetna Life Insurance and Annuity Company are eligible for Transfer Credit. Endorsed and made a part of the Contract or Certificate on the effective date of the Contract. This page intentionally left blank This page intentionally left blank [Aetna Logo] Aetna Life Insurance and Annuity Company Home Office: 000 Xxxxxxxxxx Xxxxxx Hartford, Connecticut 06156 (000) 000-0000 Group Combination Annuity Contract Nonparticipating ALL PAYMENTS AND VALUES PROVIDED BY THE CONTRACT, WHEN BASED ON INVESTMENT EXPERIENCE OF A SEPARATE ACCOUNT, ARE VARIABLE AND ARE NOT GUARANTEED AS TO FIXED DOLLAR AMOUNT. THIS CONTRACT CONTAINS A MARKET VALUE ADJUSTMENT FORMULA. APPLICATION OF A MARKET VALUE ADJUSTMENT MAY RESULT IN EITHER AN INCREASE OR DECREASE IN THE CURRENT VALUE. THE MARKET VALUE ADJUSTMENT FORMULA DOES NOT APPLY TO A GUARANTEED TERM AT THE TIME OF ITS MATURITY.
AETNA LIFE INSURANCE AND ANNUITY COMPANY. THIS AGREEMENT, made and entered into as of this 17th day of February, 1994 by and between AETNA LIFE INSURANCE AND ANNUITY COMPANY, (hereinafter the "Company"), a Connecticut 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 an "Account" and collectively as the "Accounts"), and FIDELITY DISTRIBUTORS CORPORATION (hereinafter the "Underwriter"), a Massachusetts corporation.
AETNA LIFE INSURANCE AND ANNUITY COMPANY. Attest: By ------------------------------ Name: ------------------------------ ------------------------------ Title ------------------------------ Assistant Secretary PORTFOLIO PARTNERS, INC. By: ------------------------------ Name: ------------------------------ Attest: Title: ------------------------------ ------------------------------
AETNA LIFE INSURANCE AND ANNUITY COMPANY. ENDORSEMENT This Contract is hereby endorsed to delete the previous Guaranteed Accumulation Account (GA Account) Endorsement and replace it with the following: Add to the GENERAL DEFINITIONS Section of the Contract the following paragraphs:
