Operations of Funds. In no way shall the provisions of this Agreement limit the authority of the Funds, the Adviser or Distributors to take such action as it may deem appropriate or advisable in connection with all matters relating to the operation of such Fund and the sale of its shares. In no way shall the provisions of this Agreement limit the authority of the Company to take such action as it may deem appropriate or advisable in connection with all matters relating to the provision of Services or the shares of funds other than the Funds offered to the Account. NORTHBROOK LIFE INSURANCE COMPANY ---------------------------------------- By: Name: Title: STRONG CAPITAL MANAGEMENT, INC. -------------------------------------------------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, Vice President STRONG INVESTMENTS, INC. -------------------------------------------------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, Vice President STRONG VARIABLE INSURANCE FUNDS, INC. on behalf of the Designated Portfolios ---------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, Vice President STRONG OPPORTUNITY FUND II, INC. ---------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, Vice President Exhibit (8)(d) FORM OF PARTICIPATION AGREEMENT Among XXXXXX XXXXXXX UNIVERSAL FUNDS, INC., XXXXXX XXXXXXX ASSET MANAGEMENT INC. XXXXXX XXXXXXXX & XXXXXXXX, LLP and NORTHBROOK LIFE INSURANCE COMPANY DATED AS OF [_______________], 2000 THIS AGREEMENT, made and entered into as of the [_____] day of [____], 2000 by and among NORTHBROOK LIFE INSURANCE COMPANY (hereinafter the "Company"), an Arizona corporation, 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 account hereinafter referred to as the "Account"), and XXXXXX XXXXXXX UNIVERSAL FUNDS, INC. (hereinafter the "Fund"), a Maryland corporation, and XXXXXX XXXXXXX ASSET MANAGEMENT INC. and XXXXXX XXXXXXXX & XXXXXXXX, LLP (hereinafter collectively the "Advisers" and individually the "Adviser"), a Delaware corporation and a Pennsylvania limited liability partnership, respectively.
Appears in 1 contract
Samples: Participation Agreement (Northbrook Variable Annuity Account Ii)
Operations of Funds. In no way shall the provisions of this Agreement limit the authority of the Funds, the Adviser Transfer Agent or Distributors to take such action as it may deem appropriate or advisable in connection with all matters relating to the operation of such Fund and the sale of its shares. In no way shall the provisions of this Agreement limit the authority of the Company to take such action as it may deem appropriate or advisable in connection with all matters relating to the provision of Services or the shares of funds other than the Funds offered to the Account. NORTHBROOK FIRST SECURITY BENEFIT LIFE INSURANCE AND ANNUITY COMPANY ---------------------------------------- OF NEW YORK By: XXXXX X. XXXXX -------------------------------------------- Name: Xxxxx X. Xxxxx Title: Vice President, General Counsel & Secretary STRONG CAPITAL MANAGEMENTINVESTOR SERVICES, INC. -------------------------------------------------------------------------------- Xxxxxxx XXXXXX X. XxxxxxxxxxxXXXXXX, Vice President XX. -------------------------------------------------- Xxxxxx X. Xxxxxx, Xx. Assistant Secretary STRONG INVESTMENTS, INC. -------------------------------------------------------------------------------- Xxxxxxx XXXXXXXXX XXXX -------------------------------------------------- Xxxxxxxxx X. Xxxxxxxxxxx, Vice President Xxxx Assistant Secretary STRONG VARIABLE INSURANCE FUNDS, INC. on behalf of the Designated Portfolios ---------------------------------------- Xxxxxxx XXXXX X. Xxxxxxxxxxx, XXXXXXXXX -------------------------------------------------- Xxxxx X. Xxxxxxxxx Vice President and Assistant Secretary STRONG OPPORTUNITY FUND II, INC. ---------------------------------------- Xxxxxxx XXXXX X. Xxxxxxxxxxx, XXXXXXXXX -------------------------------------------------- Xxxxx X. Xxxxxxxxx Vice President Exhibit and Assistant Secretary EXHIBIT A The following is a list of Designated Portfolios under this Agreement: (8)(dNone) FORM OF PARTICIPATION AGREEMENT Among XXXXXX XXXXXXX UNIVERSAL FUNDSEXHIBIT B THE SERVICES Company or its Designees shall perform the following services. Such services shall be the responsibility of the Company and shall not be the responsibility of the Funds, INC.Transfer Agent or Distributors. 1. Maintain separate records for each Account, XXXXXX XXXXXXX ASSET MANAGEMENT INCwhich records shall reflect Fund shares ("Shares") purchased and redeemed, including the date and price for all transactions, Share balances, and the name and address of each Owner, including zip codes and tax identification numbers. XXXXXX XXXXXXXX & XXXXXXXX2. Credit contributions to individual Owner accounts and invest such contributions in shares of the Funds consistent with the terms of the Contracts. 3. Disburse or credit to the Owners, LLP and NORTHBROOK LIFE INSURANCE COMPANY DATED AS OF [_______________]maintain records of, 2000 THIS AGREEMENTall proceeds of redemptions of Fund shares and all other distributions not reinvested in shares. 4. Prepare and transmit to the Owners, made and entered into periodic account statements showing, among other things, the total number of accumulation units owned under the Contract as of the [_____] day statement closing date, purchases and redemptions of [____]accumulation units during the period covered by the statement, 2000 and such other information pertaining to the account as may be required by law. 5. Transmit to the Owners, as required by applicable law, prospectuses, proxy materials, shareholder reports, and among NORTHBROOK LIFE INSURANCE COMPANY (hereinafter other information provided by Transfer Agent, Distributors or Funds and required to be sent to shareholders under the "Company")Federal securities laws. 6. Transmit to Distributors purchase orders and redemption requests placed by the Account and arrange for the transmission of funds to the Funds. 7. Transmit to Distributors such periodic reports as Distributors shall reasonably conclude is necessary to enable the Funds to comply with applicable Federal securities and state Blue Sky requirements. 8. Transmit to each Owner confirmations of purchase orders and redemption requests placed by each Owner. 9. Maintain all account balance information for the Account as may be required by law. 10. Prepare, an Arizona corporationtransmit and file any Federal, on its own behalf state and local government reports and returns as required by law with respect to each account maintained on behalf of the Account. 11. Respond to Owners' inquiries regarding, among other things, share prices, account balances, dividend options, dividend amounts, and dividend payment dates. EXHIBIT C--ACCOUNT INFORMATION (FOR ACCOUNTS TO HAVE DIVIDENDS AND CAPITAL GAINS REINVESTED AUTOMATICALLY) 1. Entity in whose name each separate account First Security Benefit Life Insurance Account will be opened: and Annuity Company of New York Mailing address: 00 Xxxx Xxx Xxx Xxxx, 0xx Xxxxx Xxxxx Xxxxxx, Xxx Xxxx 00000 2. Employer ID number (FOR INTERNAL USAGE ONLY): 00-0000000 0. Authorized contact persons: The following persons are authorized on behalf of the Company set forth on Schedule A hereto as may to effect transactions in each Account: Name: Xxxxx Xxxx Phone: 000-000-0000 Name: Xxxxxxx Xxxxxxx Phone: 000-000-0000 Name: Xxxx Xxxxxxxxx Phone: 000-000-0000 Name: Xxxxx Xxxxxxxxxx Phone: 000-000-0000 4. Will the Accounts have telephone exchange? Yes X No ----- ----- (THIS OPTION LETS COMPANY REDEEM SHARES BY TELEPHONE AND APPLY THE PROCEEDS FOR PURCHASE IN ANOTHER IDENTICALLY REGISTERED ACCOUNT.) 5. Will the Accounts have telephone redemption? Yes X No ----- ----- (THIS OPTION LETS COMPANY SELL SHARES BY TELEPHONE. THE PROCEEDS WILL BE WIRED TO THE BANK ACCOUNT SPECIFIED BELOW.) 6. All dividends and capital gains will be amended from time to time reinvested automatically. 7. Instructions for all outgoing wire transfers: UMB Bank, na, Kansas City, MO ABA # 000000000 Acct# 9870857391 FSBL Operating Acct. 8. COMPANY CERTIFIES UNDER PENALTY OF PERJURY THAT: (each such account hereinafter referred to as the "Account"i) THE NUMBER SHOWN ON THIS FORM IS THE CORRECT EMPLOYER ID NUMBER (OR THAT COMPANY IS WAITING TO BE ISSUED AN EMPLOYER ID NUMBER), and XXXXXX XXXXXXX UNIVERSAL FUNDSAND (ii) COMPANY IS NOT SUBJECT TO BACKUP WITHHOLDING BECAUSE (A) COMPANY IS EXEMPT FROM BACKUP WITHHOLDING, INCOR (B) COMPANY HAS NOT BEEN NOTIFIED BY THE INTERNAL REVENUE SERVICE ("IRS") THAT IT IS SUBJECT TO BACKUP WITHHOLDING AS A RESULT OF FAILURE TO REPORT ALL INTEREST OR DIVIDENDS, OR (C) THE IRS HAS NOTIFIED THE COMPANY THAT IT IS NO LONGER SUBJECT TO BACKUP WITHHOLDING. (hereinafter CROSS OUT (ii) IF COMPANY HAS BEEN NOTIFIED BY THE IRS THAT IT IS SUBJECT TO BACKUP WITHHOLDING BECAUSE OF UNDERREPORTING INTEREST OR DIVIDENDS ON ITS TAX RETURN.) THE IRS DOES NOT REQUIRE COMPANY'S CONSENT TO ANY PROVISION OF THIS DOCUMENT OTHER THAN THE CERTIFICATIONS REQUIRED TO AVOID BACKUP WITHHOLDING. XXXXX X. XXXXX 5/21/02 ----------------------------------- ----------------------------------- (SIGNATURE OF AUTHORIZED OFFICER) (DATE) (Company shall inform Transfer Agent and Distributors of any changes to information provided in this Account Information Form pursuant to Section 13 of the "Fund"Agreement.), a Maryland corporation, and XXXXXX XXXXXXX ASSET MANAGEMENT INC. and XXXXXX XXXXXXXX & XXXXXXXX, LLP (hereinafter collectively the "Advisers" and individually the "Adviser"), a Delaware corporation and a Pennsylvania limited liability partnership, respectively.
Appears in 1 contract
Samples: Participation Agreement (Variable Annuity Account A)
Operations of Funds. In no way shall the provisions of this Agreement limit the authority of the Funds, the Adviser Company or Distributors to take such action as it may deem appropriate or advisable in connection with all matters relating to the operation of such Fund and the sale of its shares. In no way shall the provisions of this Agreement limit the authority of the Company to take such action as it may deem appropriate or advisable in connection with all matters relating to the provision of Services or the shares of funds other than the Funds offered to the Account. NORTHBROOK EMPIRE FIDELITY INVESTMENTS LIFE INSURANCE COMPANY ---------------------------------------- By: Name: Title: STRONG CAPITAL MANAGEMENT, INC. -------------------------------------------------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, Vice President STRONG INVESTMENTS, INC. -------------------------------------------------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, Vice President STRONG VARIABLE INSURANCE FUNDS, INC. on behalf of the Designated Portfolios ---------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, Vice President STRONG OPPORTUNITY FUND II, INC. ---------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, Vice President Exhibit (8)(d) FORM OF PARTICIPATION AGREEMENT Among XXXXXX XXXXXXX UNIVERSAL FUNDS, INC., XXXXXX XXXXXXX ASSET MANAGEMENT INC. XXXXXX XXXXXXXX & XXXXXXXX, LLP and NORTHBROOK LIFE INSURANCE COMPANY DATED AS OF [_______________], 2000 THIS AGREEMENT, made and entered into as of the [_____] day of [____]________________ Name: Title: STRONG CAPITAL MANAGEMENT, 2000 by and among NORTHBROOK LIFE INC. Rochelxx Xxxx Xxxxxxx, Xxxxident of Strong Advisory Services, a division of Strong Capital Management, Inc. STRONG FUNDS DISTRIBUTORS, INC. Stephex X. Xxxxxxxxxxx, Xxxx President STRONG VARIABLE INSURANCE COMPANY (hereinafter the "Company"), an Arizona corporation, 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 account hereinafter referred to as the "Account"), and XXXXXX XXXXXXX UNIVERSAL FUNDS, INC. on behalf of the Designated Portfolios ________________________________________ Stephex X. Xxxxxxxxxxx, Xxxx President STRONG OPPORTUNITY FUND II, INC. _______________________________________ Stephex X. Xxxxxxxxxxx, Xxxx President EXHIBIT A The following is a list of Designated Portfolios under this Agreement: Strong Discovery Fund II Strong Growth Fund II EXHIBIT B THE SERVICES Company shall perform the following services. Such services shall be the responsibility of the Company and shall not be the responsibility of the Funds, Adviser or Distributors. 1. Maintain separate records for each Account, which records shall reflect Fund shares (hereinafter "Shares") purchased and redeemed, including the "Fund")date and price for all transactions, a Maryland corporationShare balances, and XXXXXX XXXXXXX ASSET MANAGEMENT INCthe name and address of each Owner, and tax identification numbers. 2. Credit contributions to individual Owner accounts and XXXXXX XXXXXXXX & XXXXXXXXinvest such contributions in shares of the Funds to the extent so designated by the Owner. 3. Disburse or credit to the Owners, LLP and maintain records of, all proceeds of redemptions of Fund shares and all other distributions not reinvested in shares. 4. Prepare and transmit to the Owners, periodic account statements showing, among other things, the total number of units owned as of the statement closing date, purchases and redemptions during the period covered by the statement, the net asset value of the units as of a recent date, and other distributions paid during the statement period, if any. 5. Transmit to the Owners, as required by applicable law, prospectuses, proxy materials, shareholder reports, and other information provided by the Adviser, Distributors or Funds and required to be sent to shareholders under the Federal securities laws. 6. Transmit to Distributors purchase orders and redemption requests placed by the Account and arrange for the transmission of funds to and from the Funds. 7. Transmit to Distributors such periodic reports as Distributors shall reasonably conclude is necessary to enable the Funds to comply with applicable Federal securities and state Blue Sky requirements. 8. Transmit to each Account confirmations of purchase orders and redemption requests placed by each Account. 9. Maintain all account balance information for the Account and daily and monthly purchase summaries expressed in shares and dollar amounts. 10. Prepare, transmit and file any Federal, state and local government reports and returns as required by law with respect to each account maintained on behalf of the Account. 11. Respond to Owners' inquiries regarding, among other things, prices and account balances. EXHIBIT C ACCOUNT INFORMATION 1. Entity in whose name each Account will be opened: Mailing address: 2. Employer ID number (hereinafter collectively FOR INTERNAL USAGE ONLY): 3. Authorized contact persons: The following persons are authorized on behalf of the "Advisers" Company to effect transactions in each Account: Name: ____________________________ Name: ______________________________ Phone:____________________________ Phone: ______________________________ 4. Will the Accounts have telephone exchange? ____ Yes ____ No (THIS OPTION LETS COMPANY REDEEM SHARES BY TELEPHONE AND APPLY THE PROCEEDS FOR PURCHASE IN ANOTHER IDENTICALLY REGISTERED STRONG FUNDS ACCOUNT.) 5. Will the Accounts have telephone redemption? ____ Yes ____ No (THIS OPTION LETS COMPANY SELL SHARES BY TELEPHONE. THE PROCEEDS WILL BE WIRED TO THE BANK ACCOUNT SPECIFIED BELOW.) 6. All dividends and individually capital gains will be reinvested automatically. 7. Instructions for all outgoing wire transfers: 8. If this Account Information Form contains changed information, the "Adviser"undersigned authorized officer has executed this amended Account Information Form as of the date set forth below and acknowledges the agreements and representations set forth in the Participation Agreement between the Company, the Funds, Adviser and Distributors: 9. Company represents under penalty of perjury that: (i) The employer ID number on this form is correct; and (ii) Company is not subject to backup withholding because (a) Company is exempt from backup withholding, (b) Company has not been notified by the IRS that it is subject to backup withholding as a result of failure to report all interest or dividends, or (c) the IRS has notified the Company that it is no longer subject to backup withholding. (Cross out (ii) if Company has been notified by the IRS that it is subject to backup withholding because of underreporting interest or dividends on its tax return.) ______________________________________ (SIGNATURE OF AUTHORIZED OFFICER) (DATE), a Delaware corporation and a Pennsylvania limited liability partnership, respectively.
Appears in 1 contract
Samples: Participation Agreement (Empire Fidelity Investments Variable Annuity Account A)
Operations of Funds. In no way shall the provisions of this Agreement limit the authority of the Funds, the Adviser or Distributors to take such action as it may deem appropriate appropriate, or advisable in connection with all matters relating to the operation of such Fund and the sale of its shares. In no way shall the provisions of this Agreement limit the authority of the Company to take such action as it may deem appropriate or advisable in connection with all matters relating to the provision of Services or the shares of funds other than the Funds offered to the Account. NORTHBROOK LIFE INSURANCE BUSINESS MEN'S ASSURANCE COMPANY ---------------------------------------- By: Name: Title: OF AMERICA BY:------------------------------------------- Its:------------------------------------------ STRONG CAPITAL MANAGEMENT, INC. -------------------------------------------------------------------------------- Xxxxxxx ---------------------------------------------- Xxxxxx X. XxxxxxxxxxxXxxxx, Senior Vice President Strong Intermediary Services STRONG INVESTMENTSFUNDS DISTRIBUTORS, INC. -------------------------------------------------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, Vice President STRONG VARIABLE INSURANCE FUNDS, INC. on behalf of the Designated Portfolios ---------------------------------------- ----------------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, Vice President STRONG OPPORTUNITY FUND II, INC. ---------------------------------------- ----------------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, Vice President Exhibit (8)(d) FORM OF PARTICIPATION AGREEMENT Among XXXXXX XXXXXXX UNIVERSAL FUNDS, INC., XXXXXX XXXXXXX ASSET MANAGEMENT INCEXHIBIT A The following is a list of Designated Portfolios under this Agreement: Strong Discovery Fund II Strong Growth Fund II EXHIBIT B THE SERVICES Company or its Designees shall perform the following services. XXXXXX XXXXXXXX & XXXXXXXX, LLP and NORTHBROOK LIFE INSURANCE COMPANY DATED AS OF [_______________], 2000 THIS AGREEMENT, made and entered into as of Such services shall be the [_____] day of [____], 2000 by and among NORTHBROOK LIFE INSURANCE COMPANY (hereinafter the "Company"), an Arizona corporation, on its own behalf and on behalf of each separate account responsibility of the Company set forth on Schedule A hereto as may and shall not be amended from time to time (each such account hereinafter referred to as the "Account")responsibility of the Funds, and XXXXXX XXXXXXX UNIVERSAL FUNDS, INC. (hereinafter the "Fund"), a Maryland corporation, and XXXXXX XXXXXXX ASSET MANAGEMENT INC. and XXXXXX XXXXXXXX & XXXXXXXX, LLP (hereinafter collectively the "Advisers" and individually the "Adviser"), a Delaware corporation and a Pennsylvania limited liability partnership, respectivelyAdviser or Distributors.
Appears in 1 contract
Samples: Participation Agreement (Great American Reserve Insurance Co)
Operations of Funds. In no way shall the provisions of this Agreement limit the authority of the Funds, the Adviser Company or Distributors to take such action as it may deem appropriate or advisable in connection with all matters relating to the operation of such Fund and the sale of its shares. In no way shall the provisions of this Agreement limit the authority of the Company to take such action as it may deem appropriate or advisable in connection with all matters relating to the provision of Services or the shares of funds other than the Funds offered to the Account. NORTHBROOK FIDELITY INVESTMENTS LIFE INSURANCE COMPANY ---------------------------------------- By: Name: Title: STRONG CAPITAL MANAGEMENT, INC. -------------------------------------------------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, Vice President STRONG INVESTMENTS, INC. -------------------------------------------------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, Vice President STRONG VARIABLE INSURANCE FUNDS, INC. on behalf of the Designated Portfolios ---------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, Vice President STRONG OPPORTUNITY FUND II, INC. ---------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, Vice President Exhibit (8)(d) FORM OF PARTICIPATION AGREEMENT Among XXXXXX XXXXXXX UNIVERSAL FUNDS, INC., XXXXXX XXXXXXX ASSET MANAGEMENT INC. XXXXXX XXXXXXXX & XXXXXXXX, LLP and NORTHBROOK LIFE INSURANCE COMPANY DATED AS OF [_______________], 2000 THIS AGREEMENT, made and entered into as of the [_____] day of [____]________________ Name: Title: STRONG CAPITAL MANAGEMENT, 2000 by and among NORTHBROOK LIFE INC. Rochelle Xxxx Xxxxxxx, Xxxxxxent of Strong Advisory Services, a division of Strong Capital Management, Inc. STRONG FUNDS DISTRIBUTORS, INC. Stephen X. Xxxxxxxxxxx, Xxxx Xresident STRONG VARIABLE INSURANCE COMPANY (hereinafter the "Company"), an Arizona corporation, 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 account hereinafter referred to as the "Account"), and XXXXXX XXXXXXX UNIVERSAL FUNDS, INC. on behalf of the Designated Portfolios ________________________________________ Stephen X. Xxxxxxxxxxx, Xxxx Xresident STRONG OPPORTUNITY FUND II, INC. _______________________________________ Stephen X. Xxxxxxxxxxx, Xxxx Xresident EXHIBIT A The following is a list of Designated Portfolios under this Agreement: Strong Discovery Fund II Strong Growth Fund II EXHIBIT B THE SERVICES Company shall perform the following services. Such services shall be the responsibility of the Company and shall not be the responsibility of the Funds, Adviser or Distributors. 1. Maintain separate records for each Account, which records shall reflect Fund shares (hereinafter "Shares") purchased and redeemed, including the "Fund")date and price for all transactions, a Maryland corporationShare balances, and XXXXXX XXXXXXX ASSET MANAGEMENT INCthe name and address of each Owner, and tax identification numbers. 2. Credit contributions to individual Owner accounts and XXXXXX XXXXXXXX & XXXXXXXXinvest such contributions in shares of the Funds to the extent so designated by the Owner. 3. Disburse or credit to the Owners, LLP and maintain records of, all proceeds of redemptions of Fund shares and all other distributions not reinvested in shares. 4. Prepare and transmit to the Owners, periodic account statements showing, among other things, the total number of units owned as of the statement closing date, purchases and redemptions during the period covered by the statement, the net asset value of the units as of a recent date, and other distributions paid during the statement period, if any. 5. Transmit to the Owners, as required by applicable law, prospectuses, proxy materials, shareholder reports, and other information provided by the Adviser, Distributors or Funds and required to be sent to shareholders under the Federal securities laws. 6. Transmit to Distributors purchase orders and redemption requests placed by the Account and arrange for the transmission of funds to and from the Funds. 7. Transmit to Distributors such periodic reports as Distributors shall reasonably conclude is necessary to enable the Funds to comply with applicable Federal securities and state Blue Sky requirements. 8. Transmit to each Account confirmations of purchase orders and redemption requests placed by each Account. 9. Maintain all account balance information for the Account and daily and monthly purchase summaries expressed in shares and dollar amounts. 10. Prepare, transmit and file any Federal, state and local government reports and returns as required by law with respect to each account maintained on behalf of the Account. 11. Respond to Owners' inquiries regarding, among other things, prices and account balances. EXHIBIT C ACCOUNT INFORMATION 1. Entity in whose name each Account will be opened: Mailing address: 2. Employer ID number (hereinafter collectively FOR INTERNAL USAGE ONLY): 3. Authorized contact persons: The following persons are authorized on behalf of the "Advisers" Company to effect transactions in each Account: Name: ____________________________ Name: ______________________________ Phone:____________________________ Phone: ______________________________ 4. Will the Accounts have telephone exchange? ____ Yes ____ No (THIS OPTION LETS COMPANY REDEEM SHARES BY TELEPHONE AND APPLY THE PROCEEDS FOR PURCHASE IN ANOTHER IDENTICALLY REGISTERED STRONG FUNDS ACCOUNT.) 5. Will the Accounts have telephone redemption? ____ Yes ____ No (THIS OPTION LETS COMPANY SELL SHARES BY TELEPHONE. THE PROCEEDS WILL BE WIRED TO THE BANK ACCOUNT SPECIFIED BELOW.) 6. All dividends and individually capital gains will be reinvested automatically. 7. Instructions for all outgoing wire transfers: 8. If this Account Information Form contains changed information, the "Adviser"undersigned authorized officer has executed this amended Account Information Form as of the date set forth below and acknowledges the agreements and representations set forth in the Participation Agreement between the Company, the Funds, Adviser and Distributors: 9. Company represents under penalty of perjury that: (i) The employer ID number on this form is correct; and (ii) Company is not subject to backup withholding because (a) Company is exempt from backup withholding, (b) Company has not been notified by the IRS that it is subject to backup withholding as a result of failure to report all interest or dividends, or (c) the IRS has notified the Company that it is no longer subject to backup withholding. (Cross out (ii) if Company has been notified by the IRS that it is subject to backup withholding because of underreporting interest or dividends on its tax return.) ______________________________________ (SIGNATURE OF AUTHORIZED OFFICER) (DATE), a Delaware corporation and a Pennsylvania limited liability partnership, respectively.
Appears in 1 contract
Samples: Participation Agreement (Fidelity Investments Variable Annuity Account I)
Operations of Funds. In no way shall the provisions of this Agreement limit the authority of the Funds, the Adviser Company or Distributors to take such action as it may deem appropriate or advisable in connection with all matters relating to the operation of such Fund and the sale of its shares. In no way shall the provisions of this Agreement limit the authority of the Company to take such action as it may deem appropriate or advisable in connection with all matters relating to the provision of Services or the shares of funds other than the Funds offered to the Account. NORTHBROOK LIFE INSURANCE COMPANY [COMPANY] ---------------------------------------- By: Name: Title: STRONG CAPITAL MANAGEMENT, INC. -------------------------------------------------------------------------------- ---------------------------------------- Xxxxxxxx Xxxx Xxxxxxx X. XxxxxxxxxxxPresident of Strong Advisory Services, Vice President a division of Strong Capital Management, Inc. STRONG INVESTMENTSFUNDS DISTRIBUTORS, INC. -------------------------------------------------------------------------------- ---------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, Vice President STRONG VARIABLE INSURANCE FUNDS, INC. on behalf of the Designated Portfolios ---------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, Vice President STRONG OPPORTUNITY FUND II, INC. ---------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, Vice President Exhibit (8)(d) FORM OF PARTICIPATION AGREEMENT Among XXXXXX XXXXXXX UNIVERSAL FUNDS, INC., XXXXXX XXXXXXX ASSET MANAGEMENT INCEXHIBIT A The following is a list of Designated Portfolios under this Agreement: Strong Discovery Fund II Strong Growth Fund II Strong Opportunity Fund II EXHIBIT B THE SERVICES Company shall perform the following services. XXXXXX XXXXXXXX & XXXXXXXX, LLP and NORTHBROOK LIFE INSURANCE COMPANY DATED AS OF [_______________], 2000 THIS AGREEMENT, made and entered into as of Such services shall be the [_____] day of [____], 2000 by and among NORTHBROOK LIFE INSURANCE COMPANY (hereinafter the "Company"), an Arizona corporation, on its own behalf and on behalf of each separate account responsibility of the Company set forth on Schedule A hereto as may and shall not be amended from time to time (each such account hereinafter referred to as the "Account")responsibility of the Funds, and XXXXXX XXXXXXX UNIVERSAL FUNDS, INC. (hereinafter the "Fund"), a Maryland corporation, and XXXXXX XXXXXXX ASSET MANAGEMENT INC. and XXXXXX XXXXXXXX & XXXXXXXX, LLP (hereinafter collectively the "Advisers" and individually the "Adviser"), a Delaware corporation and a Pennsylvania limited liability partnership, respectivelyAdviser or Distributors.
Appears in 1 contract
Samples: Participation Agreement (Lincoln Benefit Life Variable Life Account)
Operations of Funds. In no way shall the provisions of this Agreement limit the authority of the Funds, the Adviser Company or Distributors to take such action as it may deem appropriate or advisable in connection with all matters relating to the operation of such Fund and the sale of its shares. In no way shall the provisions of this Agreement limit the authority of the Company to take such action as it may deem appropriate or advisable in connection with all matters relating to the provision of Services or the shares of funds other than the Funds offered to the Account. NORTHBROOK LIFE GREAT AMERICAN RESERVE INSURANCE COMPANY ---------------------------------------- By: Name: Title: STRONG CAPITAL MANAGEMENT/s/ L. Gregory Gloeckner ------------------------------------------------------------ L. Gregory Gloeckner, Senior Vice President SXXXXX XXXXXXX XXXAGEMENT, INC. -------------------------------------------------------------------------------- Xxxxxxx X. Xxxxxxxxxxx/s/ Rochelle Lamm Wallach ------------------------------------------------------------ Rochelle Lamm Wallach, President of Strong Advisory Services, x xivision of Strong Capital Management, Inc. STRONG FUNDS DISTRIBUTORS, INC. /s/ Stephen J. Shenkenberg ------------------------------------------------------------ Stephen J. Shenkenberg, Vice President STRONG INVESTMENTS, INC. -------------------------------------------------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, Vice President STRONG VARIABLE INSURANCE STRXXX XXXXXXXX XXXXXXXXX FUNDS, INC. ., on behalf of the Designated Portfolios ---------------------------------------- Xxxxxxx X. Xxxxxxxxxxx/s/ Stephen J. Shenkenberg ------------------------------------------------------------ Stephen J. Shenkenberg, Vice President STRONG OPPORTUNITY FUND IISTRXXX XXXXXXX XXXX XX, INCXNC. ---------------------------------------- Xxxxxxx X. Xxxxxxxxxxx/s/ Stephen J. Shenkenberg ------------------------------------------------------------ Stephen J. Shenkenberg, Vice President Exhibit (8)(d) FORM OF PARTICIPATION AGREEMENT Among XXXXXX XXXXXXX UNIVERSAL FUNDS, INC., XXXXXX XXXXXXX ASSET MANAGEMENT INCEXHIBIT A The following is a list of Designated Portfolios under this Agreement: Strong Discovery Fund II Strong Growth Fund II EXHIBIT B THE SERVICES Company shall perform the following services. XXXXXX XXXXXXXX & XXXXXXXX, LLP and NORTHBROOK LIFE INSURANCE COMPANY DATED AS OF [_______________], 2000 THIS AGREEMENT, made and entered into as of Such services shall be the [_____] day of [____], 2000 by and among NORTHBROOK LIFE INSURANCE COMPANY (hereinafter the "Company"), an Arizona corporation, on its own behalf and on behalf of each separate account responsibility of the Company set forth on Schedule A hereto as may and shall not be amended from time to time (each such account hereinafter referred to as the "Account")responsibility of the Funds, and XXXXXX XXXXXXX UNIVERSAL FUNDS, INC. (hereinafter the "Fund"), a Maryland corporation, and XXXXXX XXXXXXX ASSET MANAGEMENT INC. and XXXXXX XXXXXXXX & XXXXXXXX, LLP (hereinafter collectively the "Advisers" and individually the "Adviser"), a Delaware corporation and a Pennsylvania limited liability partnership, respectivelyAdviser or Distributors.
Appears in 1 contract
Samples: Participation Agreement (Conseco Variable Annuity Account E)
Operations of Funds. In no way shall the provisions of this Agreement limit the authority of the Funds, the Adviser or Distributors to take such action as it may deem appropriate or advisable in connection with all matters relating to the operation of such Fund and the sale of its shares. In no way shall the provisions of this Agreement limit the authority of the Company to take such action as it may deem appropriate or advisable in connection with all matters relating to the provision of Services or the shares of funds other than the Funds offered to the Account. NORTHBROOK LIFE IL ANNUITY AND INSURANCE COMPANY ---------------------------------------- ByBY /s/ Daniel J. LaBonte ---------------------------------------------- NAME: NameDaniel J. LaBonte XXXLE: Title: Sales Officer STRONG CAPITAL MANAGEMENT, INC. -------------------------------------------------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, Vice President STRONG BY: /s/ Constance Wick ---------------------------------------------- NAME: Constance Wick XXRONG INVESTMENTS, INC. -------------------------------------------------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, Vice President STRONG BY: /s/ Constance Wick ---------------------------------------------- NAME: Constance Wick XXRONG VARIABLE INSURANCE FUNDS, INC. on behalf of the Designated Portfolios ---------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, Vice BY: /s/ Susan A. Hollister ---------------------------------------------- NAME: Susan A. Hollister Xxxe President and Assistant Secretary STRONG OPPORTUNITY FUND II, INC. ---------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, Vice President Exhibit (8)(d) FORM OF PARTICIPATION AGREEMENT Among XXXXXX XXXXXXX UNIVERSAL FUNDS, INC., XXXXXX XXXXXXX ASSET MANAGEMENT INCBY: /s/ Susan A. Hollister ---------------------------------------------- NAME: Susan A. Hollister EXHIBIT A --------- The following is a list of Designated Portfolios under this Agreement: Strong Discovery Fund II Strong Mid Cap Growth Fund II Strong International Stock Fund II Strong Opportunity Fund II EXHIBIT B --------- THE SERVICES Company or its Designees shall perform the following services. XXXXXX XXXXXXXX & XXXXXXXX, LLP and NORTHBROOK LIFE INSURANCE COMPANY DATED AS OF [_______________], 2000 THIS AGREEMENT, made and entered into as of Such services shall be the [_____] day of [____], 2000 by and among NORTHBROOK LIFE INSURANCE COMPANY (hereinafter the "Company"), an Arizona corporation, on its own behalf and on behalf of each separate account responsibility of the Company set forth on Schedule A hereto as may and shall not be amended from time to time (each such account hereinafter referred to as the "Account")responsibility of the Funds, and XXXXXX XXXXXXX UNIVERSAL FUNDS, INC. (hereinafter the "Fund"), a Maryland corporation, and XXXXXX XXXXXXX ASSET MANAGEMENT INC. and XXXXXX XXXXXXXX & XXXXXXXX, LLP (hereinafter collectively the "Advisers" and individually the "Adviser"), a Delaware corporation and a Pennsylvania limited liability partnership, respectivelyAdviser or Distributors.
Appears in 1 contract
Samples: Participation Agreement (Il Annuity & Insurance Co Separate Account 1)
Operations of Funds. In no way shall the provisions of this Agreement limit the authority of the Funds, the Adviser or Distributors to take such action as it may deem appropriate or advisable in connection with all matters relating to the operation of such Fund and the sale of its shares. In no way shall the provisions of this Agreement limit the authority of the Company to take such action as it may deem appropriate or advisable in connection with all matters relating to the provision of Services or the shares of funds other than the Funds offered to the Account. NORTHBROOK SECURITY BENEFIT LIFE INSURANCE COMPANY ---------------------------------------- By: ELLIOTT SHIFMAN ------------------------------- Name: TitleElliott Shifman Xxxxx: Vice President STRONG CAPITAL MANAGEMENT, INC. -------------------------------------------------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, By: CONSTANCE WICK ------------------------------- Name: Constance Wick Xxxxx: Vice President STRONG INVESTMENTS, INC. -------------------------------------------------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, Vice President By: CONSTANCE WICK ------------------------------- Name: Constance Wick Xxxxx: Assistant Secretary STRONG VARIABLE INSURANCE FUNDS, INC. on behalf of the Designated Portfolios ---------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, By: CATHLEEN A. EBACHER ------------------------------- Name: Cathleen A. Ebacher Xxxxx: Vice President and Assistant Secretary STRONG OPPORTUNITY FUND II, INC. ---------------------------------------- Xxxxxxx X. Xxxxxxxxxxx, By: CATHLEEN A. EBACHER ------------------------------- Name: Cathleen A. Ebacher Xxxxx: Vice President Exhibit and Assistant Secretary EXHIBIT A The following is a list of Designated Portfolios under this Agreement: (8)(dNone) FORM OF PARTICIPATION AGREEMENT Among XXXXXX XXXXXXX UNIVERSAL FUNDS, INC., XXXXXX XXXXXXX ASSET MANAGEMENT INCEXHIBIT B THE SERVICES Company or its Designees shall perform the following services. XXXXXX XXXXXXXX & XXXXXXXX, LLP and NORTHBROOK LIFE INSURANCE COMPANY DATED AS OF [_______________], 2000 THIS AGREEMENT, made and entered into as of Such services shall be the [_____] day of [____], 2000 by and among NORTHBROOK LIFE INSURANCE COMPANY (hereinafter the "Company"), an Arizona corporation, on its own behalf and on behalf of each separate account responsibility of the Company set forth on Schedule A hereto as may and shall not be amended from time to time (each such account hereinafter referred to as the "Account")responsibility of the Funds, and XXXXXX XXXXXXX UNIVERSAL FUNDS, INC. (hereinafter the "Fund"), a Maryland corporation, and XXXXXX XXXXXXX ASSET MANAGEMENT INC. and XXXXXX XXXXXXXX & XXXXXXXX, LLP (hereinafter collectively the "Advisers" and individually the "Adviser"), a Delaware corporation and a Pennsylvania limited liability partnership, respectivelyAdviser or Distributors.
Appears in 1 contract
Samples: Participation Agreement (SBL Variable Annuity Account Xiv)