Common use of Prospectuses, Statements of Additional Information, and Proxy Statements; Voting Clause in Contracts

Prospectuses, Statements of Additional Information, and Proxy Statements; Voting. 3.1 At least annually (or in the case of a prospectus supplement, when that supplement is issued), the Fund, through the Underwriter, shall provide the Company with as many copies of the Fund’s current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request, at the Fund’s expense, to distribute to existing Contract owners (including at the time of Contract fulfillment and confirmation). The Fund, through the Underwriter, shall provide the Company (at the Company's expense) with as many copies of the Fund's current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request for distribution to prospective purchasers of Contracts. The Fund will provide the copies of said prospectus and supplements to the Company or to its mailing agent. If requested by the Company in lieu thereof, the Fund shall provide such documentation (including a final copy of the new prospectus as set in type or on a diskette, at the Fund's expense) and other assistance as is reasonably necessary in order for the Company once each year (or more frequently if the prospectus for the Fund is amended) to have the Fund's prospectus printed together in one document (such printing for existing Contract owners to be at the Fund’s expense) with the prospectus for the Contracts and/or the prospectuses for other investment options available under the Contracts. With respect to any Fund prospectus to be printed for existing Contract owners together with the prospectus(es) for other investment vehicles funding the Account, the Fund agrees to pay its proportionate share of reasonable expenses as represented by the ratio that the number of pages of the Fund’s prospectus bears to the total number of pages in the document; provided, such costs do not exceed the costs for such Fund to print its own prospectus.

Appears in 4 contracts

Samples: Participation Agreement (Allianz Life of Ny Variable Account C), Participation Agreement (Allianz Life Variable Account B), Participation Agreement (Allianz Life of Ny Variable Account C)

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Prospectuses, Statements of Additional Information, and Proxy Statements; Voting. 3.1 At least annually (or in the case of a prospectus supplement, when that supplement is issued), the Fund, through the Underwriter, shall provide the Company with as many copies of the Fund’s current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request, at the Fund’s expense, to distribute to existing Contract owners (including at the time of Contract fulfillment and confirmation). The Fund, through the Underwriter, shall provide the Company (at the Company's ’s expense) with as many copies of the Fund's ’s current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request for distribution to prospective purchasers of Contracts. The Fund will provide the copies of said prospectus and supplements to the Company or to its mailing agent. If requested by the Company in lieu thereof, the Fund shall provide such documentation (including a final copy of the new prospectus as set in type or on a diskette, at the Fund's ’s expense) and other assistance as is reasonably necessary in order for the Company once each year (or more frequently if the prospectus for the Fund is amended) to have the prospectus (which shall include an offering memorandum, if any) for the Contracts, and the Fund's ’s prospectus printed together in one document (such printing for existing Contract owners to be at the Fund’s expense) with the prospectus for the Contracts and/or the prospectuses for other investment options available under the Contracts). With respect to any Fund prospectus to be printed for existing Contract owners together with the prospectus(es) for other investment vehicles funding the Account, the Fund agrees to pay its proportionate share of reasonable expenses as represented by the ratio that the number of pages of the Fund’s prospectus bears to the total number of pages in the document; provided. The Fund will, upon request, provide the Company with a copy of the Fund’s prospectus through electronic means to facilitate the Company’s efforts to provide Fund prospectuses via electronic delivery. Company shall update its website with the most recent version of a Fund’s prospectus no earlier than the date of such costs do not exceed prospectus or supplement and shall remove from its website any earlier copies of the costs Fund’s prospectus or supplement no later than the time for which the effectiveness of such Fund to print its own prospectusprospectus expires.

Appears in 4 contracts

Samples: Participation Agreement (Tiaa Separate Account Va-3), Participation Agreement (Tiaa Separate Account Va-3), Participation Agreement (Tiaa Separate Account Va-3)

Prospectuses, Statements of Additional Information, and Proxy Statements; Voting. 3.1 At least annually (or in the case of a prospectus supplement, when that supplement is issued), the Fund, through the Underwriter, The Underwriter shall provide the Company (at the Company's expense for prospective Contract owners, and at the Fund's expense for existing Contract owners) with as many copies of the Fund’s 's current prospectus and shareholder reports (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request, at the Fund’s expense, to distribute to existing Contract owners (including at the time of Contract fulfillment and confirmation). The Fund, through the Underwriter, shall provide the Company (at the Company's expense) with as many copies of the Fund's current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request for distribution to prospective purchasers of Contracts. The Fund will provide the copies of said prospectus and supplements to the Company or to its mailing agent. If requested by the Company in lieu thereof, the Fund shall provide such documentation (including a final copy of the new prospectus as set in type or on a diskette, at the Fund's expense) and other assistance as is reasonably necessary in order for the Company once each year (or more frequently if the prospectus for the Fund is amended) to have the prospectus for the Contracts and the Fund's prospectus printed together in one document (such printing for existing Contract owners to be at the Fund’s expense) with the prospectus for the Contracts and/or the prospectuses for other investment options available under the Contractsdocument. With respect to any Fund prospectuses and shareholder reports of the Designated Portfolios that are printed in combination with any one or more Contract prospectus (the "Booklet"), the costs of printing Booklets for distribution to be printed for existing Contract owners together with the prospectus(es) for other investment vehicles funding the Account, shall be prorated to and reimbursed by the Fund agrees to pay its proportionate share of reasonable expenses as represented by based on (a) the ratio that of the number of pages of the Fund’s prospectus bears prospectuses for the Designated Portfolios included in the Booklet to the number of pages in the Booklet as a whole; and (b) the ratio of the number of Contract owners with Contract value allocated to the Designated Portfolios to the total number of pages in Contract owners; PROVIDED, however that the document; provided, Company shall bear all printing expenses of such costs do combined documents where used for distribution to prospective purchasers or to owners of existing Contracts not exceed funded by the costs for such Designated Portfolios. The Fund may request a statement from the Company showing how the printing expenses were prorated and the number of Contract owners with Contract value allocated to print its own prospectusthe Designated Portfolios.

Appears in 3 contracts

Samples: Participation Agreement (Country Investors Variable Life Account), Participation Agreement (Country Investors Variable Annunity Account), Participation Agreement (Country Investors Variable Annunity Account)

Prospectuses, Statements of Additional Information, and Proxy Statements; Voting. 3.1 At least annually (or in the case of a prospectus supplement, when that supplement is issued), the Fund, through the Underwriter, The Underwriter shall provide the Company (at the Fund's expense) with as many copies of the Fund’s 's current prospectus prospectus, including a current summary prospectus, if available, (as such term is defined in Rule 498), (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request, at the Fund’s expense, to distribute request for fulfillment to existing Contract owners (including at the time of Contract fulfillment and confirmation)owners. The Fund, through the Underwriter, Underwriter shall provide the Company (at the Company's expense) with as many copies of the Fund's prospectus including a current prospectus summary prospectus, if available, (as such term is defined in Rule 498), (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request for distribution to prospective purchasers of Contracts. The Fund will provide the copies of said prospectus and supplements to the Company or to its mailing agent. If .If requested by the Company in lieu thereof, the Fund shall provide such documentation (including a final copy of the new prospectus and current summary prospectus, if available, (as such term is defined in Rule 498), as set in type or on a diskette, at the Fund's expense) and other assistance as is reasonably necessary in order for the Company once each year (or more frequently if the prospectus for the Fund is amended) to have the prospectus (which shall include an offering memorandum, if any) for the Contracts, and the Fund's prospectus printed together in one document (such document. Such printing for existing of the Contract owners prospectus to be at the Company's expense and printing of the Fund's prospectus to be at the Fund’s 's expense) with the prospectus for the Contracts and/or the prospectuses for other investment options available under the Contracts. With respect to any Fund prospectus to be printed for existing Contract owners together with the prospectus(es) for other investment vehicles funding the Account, the Fund agrees to pay its proportionate share of reasonable expenses as represented by the ratio that the number of pages of the Fund’s 's prospectus bears to the total number of pages in the document; provided, such costs do however, the Fund's reimbursement obligation for printing expenses under this Section shall not exceed the costs for such Fund to print its own prospectus$5,000 per year.

Appears in 2 contracts

Samples: Participation Agreement (First Symetra National Life Insurance Co of Ny Sep Acct S), Participation Agreement (Symetra Resource Variable Account B)

Prospectuses, Statements of Additional Information, and Proxy Statements; Voting. 3.1 At least annually (or in the case of a prospectus supplement, when that supplement is issued), the Fund, through the Underwriter, The Underwriter shall provide the Company with as many copies of the Fund’s current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request, at the Fund’s expense, to distribute to existing Contract owners (including at the time of Contract fulfillment and confirmation). The Fund, through the Underwriter, shall provide the Company (at the Company's expense) with as many copies of the Fund's current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request for distribution to prospective purchasers of Contracts. The Fund will provide the copies of said prospectus and supplements to the Company or to its mailing agentrequest. If requested by the Company in lieu thereof, the Fund shall provide such documentation (including a final copy of the new prospectus as set in type or on a diskette, at the Fund's expense) and other assistance as is reasonably necessary in order for the Company once each year (or more frequently if the prospectus for the Fund is amended) to have the prospectus (which shall include an offering memorandum, if any) for the Contracts, and the Fund's prospectus printed together in one document (such document. The Fund will pay for the printing for of any prospectuses sent to existing Contract owners to be at and the Fund’s expense) Company will pay for prospectuses printed for use with the prospectus for the Contracts and/or the prospectuses for other investment options available under the Contractsprospective Contract owners. With respect to any Fund prospectuses and shareholder reports of the Designated Portfolios that are printed in combination with any one or more Contract prospectus (the "Booklet"), the costs of printing Booklets for distribution to be printed for existing Contract owners together with the prospectus(es) for other investment vehicles funding the Account, shall be prorated to and reimbursed by the Fund agrees to pay its proportionate share of reasonable expenses as represented by based on (a) the ratio that of the number of pages of the Fund’s prospectus bears prospectuses for the Designated Portfolios included in the Booklet to the number of pages in the Booklet as a whole; and (b) the ratio of the number of Contract owners with Contract value allocated to the Designated Portfolios to the total number of pages in the documentContract owners; provided, however that the Company shall bear all printing expenses of such costs do combined documents where used for distribution to prospective purchasers or to owners of existing Contracts not exceed funded by the costs for such Designated Portfolios. The Fund may request a statement from the Company showing how the printing expenses were prorated and the number of Contract owners with Contract value allocated to print its own prospectusthe Designated Portfolios.

Appears in 1 contract

Samples: Fund Participation Agreement (Horace Mann Life Insurance Co Separate Account)

Prospectuses, Statements of Additional Information, and Proxy Statements; Voting. 3.1 At least annually (or in the case of a prospectus supplement, when that supplement is issued), the Fund, through the Underwriter, Underwriter shall provide the Company with as many copies of the Fund’s current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request, at the Fund’s expense, to distribute to existing Contract owners (including at the time of Contract fulfillment and confirmation). The Fund, through the Underwriter, shall provide the Company (at the Company's ’s expense) with as many copies of the Fund's ’s current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request for distribution to prospective purchasers of Contracts. The Fund Underwriter will provide the copies of said prospectus and supplements to the Company or to its mailing agent. If requested by the Company in lieu thereof, the Fund shall provide such documentation (including a final copy of the new prospectus as set in type or on a diskette, at the Fund's ’s expense) and other assistance as is reasonably necessary in order for the Company once each year (or more frequently if the prospectus for the Fund is amended) to have the prospectus (which shall include an offering memorandum, if any) for the Contracts, and the Fund's ’s prospectus printed together in one document (such printing for existing Contract owners to be at the Fund’s expense) with the prospectus for the Contracts and/or the prospectuses for other investment options available under the Contracts). With respect to any Fund prospectus to be printed for existing Contract owners together with the prospectus(es) for other investment vehicles funding the Account, the Fund Underwriter agrees to pay its proportionate share of reasonable expenses as represented by the ratio that the number of pages of the Fund’s prospectus bears to the total number of pages in the document; provided. The Underwriter will, upon request, provide the Company with a copy of the Fund’s prospectus through electronic means to facilitate the Company’s efforts to provide Fund prospectuses via electronic delivery. Company shall update its website with the most recent version of a Fund’s prospectus no earlier than the date of such costs do not exceed prospectus or supplement and shall remove from its website any earlier copies of the costs Fund’s prospectus or supplement no later than the time for which the effectiveness of such Fund to print its own prospectusprospectus expires.

Appears in 1 contract

Samples: Participation Agreement (Tiaa Separate Account Va-3)

Prospectuses, Statements of Additional Information, and Proxy Statements; Voting. 3.1 At least annually (or in the case of a prospectus supplement, when that supplement is issued), the Fund, through the Underwriter, shall provide the Company with as many copies of the Fund’s current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request, at the Fund’s expense, to distribute to existing Contract owners (including at the time of Contract fulfillment and confirmation). The Fund, through the Underwriter, Underwriter shall provide the Company (at the Company's ’s expense) with as many copies of the Fund's ’s current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request for distribution to prospective purchasers of Contracts. The Fund Underwriter will provide the copies of said prospectus and supplements to the Company or to its mailing agent. If requested by the Company in lieu thereof, the Fund Underwriter shall provide such documentation (including a final copy of the new prospectus as set in type or on a diskette, at the Fund's ’s expense) and other assistance as is reasonably necessary in order for the Company once each year (or more frequently if the prospectus for the Fund is amended) to have the prospectus (which shall include an offering memorandum, if any) for the Contracts, and the Fund's ’s prospectus printed together in one document (such printing for existing Contract owners to be at the Fund’s expense) with the prospectus for the Contracts and/or the prospectuses for other investment options available under the Contracts). With respect to any Fund prospectus to be printed for existing Exhibit (8)(A21) Contract owners together with the prospectus(es) for other investment vehicles funding the Account, the Fund Underwriter agrees to pay its proportionate share of reasonable expenses as represented by the ratio that the number of pages of the Fund’s prospectus bears to the total number of pages in the document; provided. The Underwriter will, upon request, provide the Company with a copy of the Fund’s prospectus through electronic means to facilitate the Company’s efforts to provide Fund prospectuses via electronic delivery. Company shall update its website with the most recent version of a Fund’s prospectus no earlier than the date of such costs do not exceed prospectus or supplement and shall remove from its website any earlier copies of the costs Fund’s prospectus or supplement no later than the time for which the effectiveness of such Fund to print its own prospectusprospectus expires.

Appears in 1 contract

Samples: Participation Agreement (Tiaa Separate Account Va-3)

Prospectuses, Statements of Additional Information, and Proxy Statements; Voting. 3.1 At least annually (or in the case of a prospectus supplement, when that supplement is issued), the Fund, through the Underwriter, shall provide the Company with as many copies of the Fund’s current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto (which may include series other than the Designated Portfolios) as the Company may reasonably request, at the Fund’s expense, to distribute to existing Contract owners (including at the time of Contract fulfillment and confirmation). The Fund, through the Underwriter, shall provide the Company (at the Company's ’s expense) with as many copies of the Fund's ’s current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto (which may include series other than the Designated Portfolios) as the Company may reasonably request for distribution to prospective purchasers of Contracts. The Fund will provide the copies of said prospectus and supplements to the Company or to its mailing agent. If requested by the Company in lieu thereof, the Fund shall provide such documentation (including a final copy of the new prospectus as set in type or on a diskette, at the Fund's ’s expense) and other assistance as is reasonably necessary in order for the Company once each year (or more frequently if the prospectus for the Fund is amended) to have the prospectus (which shall include an offering memorandum, if any) for the Contracts, and the Fund's ’s prospectus printed together in one document (such printing for existing Contract owners that are invested in the Designated Portfolios to be at the Fund’s expense) with the prospectus for the Contracts and/or the prospectuses for other investment options available under the Contracts). With respect to any Fund prospectus to be printed for existing Contract owners together with the prospectus(es) for other investment vehicles funding the Account, the Fund agrees to pay its proportionate share of reasonable expenses as represented by the ratio that the number of pages of the Fund’s prospectus bears to the total number of pages in the document; provided. The Fund will, upon request, provide the Company with a copy of the Fund’s prospectus through electronic means to facilitate the Company’s efforts to provide Fund prospectuses via electronic delivery. Company shall update its website with the most recent version of a Fund’s prospectus no earlier than the date of such costs do not exceed prospectus or supplement and shall remove from its website any earlier copies of the costs for such Fund’s prospectus or supplement as required by applicable law or regulation. The Fund hereby notifies the Company that it may be appropriate to print its own prospectusinclude in the prospectus pursuant to which a Contract is offered disclosure regarding the potential risks of mixed and shared funding.

Appears in 1 contract

Samples: Participation Agreement (Tiaa Separate Account Va-3)

Prospectuses, Statements of Additional Information, and Proxy Statements; Voting. 3.1 Company will forward or cause to be forwarded to Contract owners the Prospectus, SAI, periodic financial reports, proxy materials and other Portfolio communications as required to be delivered to, or received by, Contract owners under applicable law or as reasonably requested by Underwriter or a Portfolio. At least annually (or in the case of a prospectus supplement, when that supplement is issued), the Fund, through the Underwriter, shall provide the Company with as many copies of the Fund’s current prospectus (describing only the Designated Portfolios listed on Schedule A) Prospectus and any supplements thereto as the Company may reasonably request, at the Fund’s expense, to distribute to existing Contract owners (including at the time of Contract fulfillment and confirmation). The Fund, through the Underwriter, shall provide the Company (at the Company's ’s expense) with as many copies of the Fund's current prospectus (describing only the Designated Portfolios listed on Schedule A) Prospectus and any supplements thereto as the Company may reasonably request for distribution to prospective purchasers of Contracts. The Fund will provide the copies of said prospectus Prospectus and supplements to the Company or to its mailing agent. If requested by the Company in lieu thereof, the Fund shall provide such documentation (including a final copy of the new prospectus Prospectus as set in type or on a Exhibit (8)(A6) diskette, at the Fund's ’s expense) and other assistance as is reasonably necessary in order for the Company once each year (or more frequently if the prospectus Prospectus for the Fund is amended) to have the prospectus (which shall include an offering memorandum, if any) for the Contracts, and the Fund's prospectus ’s Prospectus printed together in one document (such printing for existing Contract owners to be at the Fund’s expense) with the prospectus for the Contracts and/or the prospectuses for other investment options available under the Contracts). With respect to any Fund prospectus Prospectus to be printed for existing Contract owners together with the prospectus(es) for other investment vehicles funding the Account, the Fund agrees to pay its proportionate share of reasonable expenses as represented by the ratio that the number of pages of the Fund’s prospectus Prospectus bears to the total number of pages in the document; provided. The Fund will, upon request, provide the Company with a copy of the Prospectus through electronic means to facilitate the Company’s efforts to provide Prospectuses via electronic delivery. Company shall update its website with the most recent version of a Prospectus no earlier than the date of such costs do not exceed Prospectus or supplement and shall remove from its website any earlier copies of the costs Prospectus or supplement no later than the time for which the effectiveness of such Fund to print its own prospectusProspectus expires.

Appears in 1 contract

Samples: Participation Agreement (Tiaa Separate Account Va-3)

Prospectuses, Statements of Additional Information, and Proxy Statements; Voting. 3.1 At least annually (or in the case of a prospectus supplement, when that supplement is issued), the Fund, through the Underwriteror its designee, shall provide the Company with as many copies of the Fund’s current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request, at the Fund’s expense, to distribute to existing Contract owners (including at the time of Contract fulfillment and confirmation). The Fund, through the Underwriteror its designee, shall provide the Company (at the Company's ’s expense) with as many copies of the Fund's ’s current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request for distribution to prospective purchasers of Contracts. The Fund will provide the copies of said prospectus and supplements to the Company or to its mailing agent. If requested by the Company in lieu thereof, the Fund shall provide such documentation (including a final copy of the new prospectus as set in type or on a disketteelectronically, at the Fund's ’s expense) and other assistance as is reasonably necessary in order for the Company once each year (or more frequently if the prospectus for the Fund is amended) to have the prospectus (which shall include an offering memorandum, if any) for the Contracts, and the Fund's ’s prospectus printed together in one document (such printing for existing Contract owners and the Fund agrees to be at pay its proportionate share of reasonable expenses as represented by the ratio that the number of pages of the Fund’s expense) with prospectus bears to the prospectus for total number of pages in the Contracts and/or the prospectuses for other investment options available under the Contractsdocument. With respect to any Fund prospectus to be printed for existing Contract owners together with the prospectus(es) for other investment vehicles funding the Account, the Fund agrees to pay its proportionate share of reasonable expenses as represented by the ratio that the number of pages of the Fund’s prospectus bears to the total number of pages in the document; provided. The Fund will, upon request, provide the Company with a copy of the Fund’s prospectus through electronic means to facilitate the Company’s efforts to provide Fund prospectuses via electronic delivery. Company shall update its website with the most recent version of a Fund’s prospectus no earlier than the date of such costs do not exceed prospectus or supplement and shall remove from its website any earlier copies of the costs Fund’s prospectus or supplement no later than the time for which the effectiveness of such Fund to print its own prospectusprospectus expires.

Appears in 1 contract

Samples: Participation Agreement (Tiaa Separate Account Va-3)

Prospectuses, Statements of Additional Information, and Proxy Statements; Voting. 3.1 At least annually (or in the case of a prospectus supplement, when that supplement is issued), the Fund, through the Underwriter, shall provide the Company with as many copies of the Fund’s current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request, at the Fund’s expense, to distribute to existing Contract owners (including at the time of Contract fulfillment and confirmation). The Fund, through the Underwriter, shall provide the Company (at the Company's ’s expense) with as many copies of the Fund's ’s current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request for distribution to prospective purchasers of Contracts. The Fund will provide the copies of said prospectus and supplements to the Company or to its mailing agent. If requested by the Company in lieu thereof, the Fund shall provide such documentation (including a final copy of the new prospectus as set in type or on a diskette, at the Fund's ’s expense) and other assistance as is reasonably necessary in order for the Company once each year (or more frequently if the Exhibit (8)(A19) prospectus for the Fund is amended) to have the prospectus (which shall include an offering memorandum, if any) for the Contracts, and the Fund's ’s prospectus printed together in one document (such printing for existing Contract owners to be at the Fund’s expense) ). The Fund will, upon request, provide the Company with the prospectus for the Contracts and/or the prospectuses for other investment options available under the Contracts. With respect to any Fund prospectus to be printed for existing Contract owners together with the prospectus(es) for other investment vehicles funding the Account, the Fund agrees to pay its proportionate share of reasonable expenses as represented by the ratio that the number of pages a copy of the Fund’s prospectus bears through electronic means to facilitate the total number Company’s efforts to provide Fund prospectuses via electronic delivery. Company shall update its website with the most recent version of pages in a Fund’s prospectus no earlier than the document; provided, date of such costs do not exceed prospectus or supplement and shall remove from its website any earlier copies of the costs Fund’s prospectus or supplement no later than the time for which the effectiveness of such Fund to print its own prospectusprospectus expires.

Appears in 1 contract

Samples: Participation Agreement (Tiaa Separate Account Va-3)

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Prospectuses, Statements of Additional Information, and Proxy Statements; Voting. 3.1 At least annually (or in the case of a prospectus supplement, when that supplement is issued), the Fund, through the Underwriter, shall provide the Company with as many copies of the Fund’s current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request, at the Fund’s expense, to distribute to existing Contract owners (including at the time of Contract fulfillment and confirmation). The Fund, through the Underwriter, shall provide the Company (at the Company's ’s expense) with as many copies of the Fund's ’s current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request for distribution to prospective purchasers of Contracts. The Fund will provide the copies of said prospectus and supplements to the Company or to its mailing agent. If requested by the Company in lieu thereof, the Fund shall provide such documentation (including a final copy of the new prospectus as set in type or on a diskette, at the Fund's expense) and other assistance as is reasonably necessary in order for the Company once each year (or more frequently if the prospectus for the Fund is amended) to have the prospectus (which shall include an offering memorandum, if any) for the Contracts, and the Fund's ’s prospectus printed together in one document (such printing for existing Contract owners to be at the Fund’s expense) with the prospectus for the Contracts and/or the prospectuses for other investment options available under the Contracts). With respect to any Fund prospectus to be printed for existing Contract owners together with the prospectus(es) for other investment vehicles funding the Account, the Fund agrees to pay its proportionate share of reasonable expenses as represented by the ratio that the number of pages of the Fund’s prospectus bears to the total number of pages in the document; provided. The Fund will, upon request, provide the Company with a copy of the Fund’s prospectus through electronic means to facilitate the Company’s efforts to provide Fund prospectuses via electronic delivery. Company shall update its website with the most recent version of a Fund’s prospectus no earlier than the date of such costs do not exceed prospectus or supplement and shall remove from its website any earlier copies of the costs Fund’s prospectus or supplement no later than the time for which the effectiveness of such Fund to print its own prospectusprospectus expires.

Appears in 1 contract

Samples: Participation Agreement (Tiaa Cref Life Separate Account Va-1)

Prospectuses, Statements of Additional Information, and Proxy Statements; Voting. 3.1 At least annually (or in the case of a prospectus supplement, when that supplement is issued), the FundTrust, through the Underwriter, shall provide the Company with as many copies of the FundTrust’s current prospectus (describing only the Designated Portfolios Funds listed on Schedule A) and any supplements thereto as the Company may reasonably request, at the FundTrust’s expense, to distribute to existing Contract owners (including at the time of Contract fulfillment and confirmation). The FundAt the Company’s request, the Trust, through the Underwriter, shall provide the Company (at the Company's ’s expense) with as many copies of the Fund's Trust’s current prospectus (describing only the Designated Portfolios Funds listed on Schedule A) and any supplements thereto as the Company may reasonably request for distribution to prospective purchasers of Contracts. The Fund Trust will provide the copies of said prospectus and supplements to the Company or to its mailing agent. If requested by the Company in lieu thereof, the Fund Trust shall provide such documentation (including a final copy of the new prospectus as set in type or on a diskette, at the Fund's Trust’s expense) and other assistance as is reasonably necessary in order for the Company once each year (or more frequently if the prospectus for the Fund Trust is amended) to have the Fund's prospectus (which shall include an offering memorandum, if any) for the Contracts, and the Trust’s prospectus printed together in one document (such printing for existing Contract owners to be at the FundTrust’s expense) with the prospectus for the Contracts and/or the prospectuses for other investment options available under the Contracts). With respect to any Fund Trust prospectus to be printed for existing Contract owners together with the prospectus(es) for other investment vehicles funding the Account, the Fund Trust agrees to pay its proportionate share of reasonable expenses as represented by the ratio that the number of pages of the FundTrust’s prospectus bears to the total number of pages in the document; provided. The Trust will, upon request, provide the Company with a copy of the Trust’s prospectus through electronic means to facilitate the Company’s efforts to provide Trust prospectuses via electronic delivery. Company shall update its website with the most recent version of a Trust’s prospectus no earlier than the date of such costs do not exceed prospectus or supplement and shall remove from its website any earlier copies of the costs Trust’s prospectus or supplement no later than the time for which the effectiveness of such Fund prospectus expires. The Company assumes sole responsibility for ensuring the timely delivery of, and agrees to print its own prospectusdeliver to Contract owners on a timely basis and to the extent required by applicable law, the Trust’s then-current prospectus for the Designated Funds and any supplements thereto.

Appears in 1 contract

Samples: Participation Agreement (Tiaa Cref Life Separate Account Va-1)

Prospectuses, Statements of Additional Information, and Proxy Statements; Voting. 3.1 At least annually (or in the case of a prospectus supplement, when that supplement is issued), the Fund, through the UnderwriterDistributor, shall provide the Company with as many copies of the Fund’s current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request, at the Fund’s expense, to distribute to existing Contract owners (including at the time of Contract fulfillment and confirmation). The Fund, through the UnderwriterDistributor, shall provide the Company (at the Company's ’s expense) with as many copies of the Fund's ’s current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request for distribution to prospective purchasers of Contracts. The Fund Distributor will provide the copies of said prospectus and supplements to the Company or to its mailing agent. If requested by the Company in lieu thereof, the Fund Distributor shall provide such documentation (including a final copy of the new prospectus as set in type or on a diskette, at the Fund's ’s expense) and other assistance as is reasonably necessary in order for the Company once each year (or more frequently if the prospectus for the Fund is amended) to have the prospectus (which shall include an offering memorandum, if any) for the Contracts, and the Fund's ’s prospectus printed together in one document (such printing for existing Contract owners to be at the Fund’s expense) with the prospectus for the Contracts and/or the prospectuses for other investment options available under the Contracts). With respect to any Fund prospectus to be printed for existing Contract owners together with the prospectus(es) for other investment vehicles funding the Account, the Fund agrees to pay its proportionate share of reasonable expenses as represented by the ratio that the number of pages of the Fund’s prospectus bears to the total number of pages in the document; provided. The Distributor will, upon request, provide the Company with a copy of the Fund’s prospectus through electronic means to facilitate the Company’s efforts to provide Fund prospectuses via electronic delivery. Company shall update its website with the most recent version of a Fund’s prospectus no earlier than the date of such costs do not exceed prospectus or supplement and shall remove from its website any earlier copies of the costs Fund’s prospectus or supplement no later than the time for which the effectiveness of such Fund to print its own prospectusprospectus expires.

Appears in 1 contract

Samples: Participation Agreement (Tiaa Separate Account Va-3)

Prospectuses, Statements of Additional Information, and Proxy Statements; Voting. 3.1 At least annually (or in the case of a prospectus supplement, when that supplement is issued), the Fund, through the Underwriter, Fund shall provide the Company with as many copies of the Fund’s current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request, at the Fund’s expense, to distribute to existing Contract owners (including at the time of Contract fulfillment and confirmation). The Fund, through the Underwriter, Fund shall provide the Company (at the Company's ’s expense) with as many copies of the Fund's ’s current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request for distribution to prospective purchasers of Contracts. The Fund will provide the copies of said prospectus and supplements to the Company or to its mailing agent. If requested by the Company in lieu thereof, the Fund shall provide such documentation (including a final copy of the new prospectus as set in type or on a diskette, at the Fund's ’s expense) and other 8 Exhibit (8)(A4) assistance as is reasonably necessary in order for the Company once each year (or more frequently if the prospectus for the Fund is amended) to have the prospectus (which shall include an offering memorandum, if any) for the Contracts, and the Fund's ’s prospectus printed together in one document (such printing for existing Contract owners to be at the Fund’s expense) with the prospectus for the Contracts and/or the prospectuses for other investment options available under the Contracts). With respect to any Fund prospectus to be printed for existing Contract owners together with the prospectus(es) for other investment vehicles funding the Account, the Fund agrees to pay its proportionate share of reasonable expenses as represented by the ratio that the number of pages of the Fund’s prospectus bears to the total number of pages in the document; provided. The Fund will, upon request, provide the Company with a copy of the Fund’s prospectus through electronic means to facilitate the Company’s efforts to provide Fund prospectuses via electronic delivery. Company shall update its website with the most recent version of a Fund’s prospectus no earlier than the date of such costs do not exceed prospectus or supplement and shall remove from its website any earlier copies of the costs Fund’s prospectus or supplement no later than the time for which the effectiveness of such Fund to print its own prospectusprospectus expires.

Appears in 1 contract

Samples: Participation Agreement (Tiaa Separate Account Va-3)

Prospectuses, Statements of Additional Information, and Proxy Statements; Voting. 3.1 At least annually (or in the case of a prospectus supplement, when that supplement is issued), the Fund, through the Underwriter, shall provide the Company with as many copies of the Fund’s current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request, at the Fund’s expense, to distribute to existing Contract owners (including at the time of Contract fulfillment and confirmation). The Fund, through the Underwriter, shall provide the Company (at the Company's ’s expense) with as many copies of the Fund's ’s current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as the Company may reasonably request for distribution to prospective purchasers of Contracts. The Fund Underwriter will provide the copies of said prospectus and supplements to the Company or to its mailing agent. If requested by the Company in lieu thereof, the Fund Underwriter shall provide such documentation (including a final copy of the new prospectus as set in type or on a diskette, at the Fund's ’s expense) and other assistance as is reasonably necessary in order for the Company once each year (or more frequently if the prospectus for the Fund is amended) to have the prospectus (which shall include an offering memorandum, if any) for the Contracts, and the Fund's ’s prospectus printed together in one document (such printing for existing Contract owners to be at the Fund’s expense) with the prospectus for the Contracts and/or the prospectuses for other investment options available under the Contracts). With respect to any Fund prospectus to be printed for existing Contract owners together with the prospectus(es) for other investment vehicles funding the Account, the Fund agrees to pay its proportionate share of reasonable expenses as represented by the ratio that the number of pages of the Fund’s prospectus bears to the total number of pages in the document; provided. The Underwriter will, upon request, provide the Company with a copy of the Fund’s prospectus through electronic means to facilitate the Company’s efforts to provide Fund prospectuses via electronic delivery. Company shall update its website with the most recent version of the Fund’s prospectus no earlier than the date of such costs do not exceed prospectus or supplement and shall remove from its website any earlier copies of the costs Fund’s prospectus or supplement no later than the time for which the effectiveness of such Fund to print its own prospectusprospectus expires.

Appears in 1 contract

Samples: Participation Agreement (Tiaa Separate Account Va-3)

Prospectuses, Statements of Additional Information, and Proxy Statements; Voting. 3.1 (a) At least annually (or in the case of a prospectus supplement, when that supplement is issued), the Fund, through the UnderwriterUnderwriter or another designee, shall provide the Company with as many copies of the Fund’s then-current prospectus (describing only the Designated Portfolios listed on Schedule A if the prospectus is a summary prospectus) and any supplements thereto as the Company may reasonably request, at the expense of the Fund or its designee, to distribute to existing Contract owners. The Fund, through the Underwriter or another designee, shall provide the Company (at the Company’s expense) with as many copies of the Fund’s current prospectus (describing only the Designated Portfolios listed on Schedule A) and any supplements thereto as A if the Company may reasonably request, at the Fund’s expense, to distribute to existing Contract owners (including at the time of Contract fulfillment and confirmation). The Fund, through the Underwriter, shall provide the Company (at the Company's expense) with as many copies of the Fund's current prospectus (describing only the Designated Portfolios listed on Schedule Ais a summary prospectus) and any supplements thereto as the Company may reasonably request for distribution to prospective purchasers of Contracts. The Fund will provide the copies of said prospectus and supplements to the Company or to its mailing agent. If requested by the Company in lieu thereof, the Fund shall provide such documentation (including a final copy of the new prospectus in print-ready PDF form or such form as set in type or on a disketteis provided by the Fund to similarly situated intermediaries, at the Fund's expense) expense of the Fund or its designee and other assistance as is reasonably necessary in order for the Company once each year (or more frequently if the prospectus for the Fund is amended) to have the prospectus (which shall include an offering memorandum, if any) for the Contracts and the Fund's ’s prospectus printed together in one document (such printing for existing Contract owners to be at the Fund’s reasonable expense) with the prospectus for the Contracts and/or the prospectuses for other investment options available under the Contracts). With respect to any Fund prospectus to be printed for existing Contract owners together with the prospectus(es) for other investment vehicles funding the Account, the Fund agrees to pay its proportionate share of usual, customary and reasonable printing and distribution expenses as represented by the ratio that the number of pages of the Fund’s prospectus bears to the total number of pages in the document; provided, . Company shall update its website with the most recent version of a Fund’s prospectus no earlier than the date of such costs do not exceed prospectus or supplement and shall remove from its website any earlier copies of the costs Fund’s prospectus or supplement no later than the time for which the effectiveness of such Fund to print its own prospectusprospectus expires.

Appears in 1 contract

Samples: Participation Agreement (Tiaa Separate Account Va-3)

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