Equitrust Life Annuity Account Sample Contracts
Exhibit 99.(b)(8)(d) PARTICIPATION AGREEMENT THIS PARTICIPATION AGREEMENT is made and entered into as of September 26, 2001 by and between EQUITRUST LIFE INSURANCE COMPANY (the "Company"), and AMERICAN CENTURY INVESTMENT SERVICES, INC....Participation Agreement • April 29th, 2005 • Equitrust Life Annuity Account • Missouri
Standard Contracts
FUND PARTICIPATION AGREEMENT AMENDMENT NO. 1Fund Participation Agreement • September 27th, 2001 • Equitrust Life Annuity Account • New York
RECITALSShareholder Services Agreement • April 29th, 2005 • Equitrust Life Annuity Account
AMENDED AND RESTATED PARTICIPATION AGREEMENT Among VARIABLE INSURANCE PRODUCTS FUNDS, FIDELITY DISTRIBUTORS CORPORATION and EQUITRUST LIFE INSURANCE COMPANYParticipation Agreement • May 19th, 2008 • Equitrust Life Annuity Account • Massachusetts
THIS AMENDED AND RESTATED AGREEMENT (“Agreement”), made and entered into as of the 1st day of May, 2008 by and among EQUITRUST LIFE INSURANCE COMPANY, (hereinafter the “Company”), an Iowa 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 the “Account”); and FIDELITY DISTRIBUTORS CORPORATION (hereinafter the “Underwriter”), a Massachusetts corporation; and each of VARIABLE INSURANCE PRODUCTS FUND, VARIABLE INSURANCE PRODUCTS FUND II, VARIABLE INSURANCE PRODUCTS FUND III, VARIABLE INSURANCE PRODUCTS FUND IV and VARIABLE INSURANCE PRODUCTS FUND V, each an unincorporated business trust organized under the laws of the Commonwealth of Massachusetts (each referred to hereinafter as the “Fund”).
VARIABLE SETTLEMENT AGREEMENT EquiTrust Life Insurance Company, referred to in this agreement as "we, our, us or the Company", will pay the benefits of this agreement subject to all of its terms. This agreement supplements the original policy. Unless...Settlement Agreement • February 23rd, 2000 • Equitrust Life Annuity Account
PARTICIPATION AGREEMENTParticipation Agreement • May 19th, 2008 • Equitrust Life Annuity Account • Massachusetts
THIS AGREEMENT, dated as of the 1st day of April, 2008 by and among EQUITRUST LIFE INSURANCE COMPANY (the “Company”), an Iowa life insurance company, 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 separate account hereinafter referred to as the “Account”), DWS VARIABLE SERIES I and DWS VARIABLE SERIES II (individually, a “Fund”), each a Massachusetts business trust created under a Declaration of Trust, as amended, DWS SCUDDER DISTRIBUTORS, INC. (the “Underwriter”), a Delaware corporation, and DEUTSCHE INVESTMENT MANAGEMENT AMERICAS INC., a Delaware corporation (the “Adviser”). The parties agree that a single document is being used for ease of administration and that this Agreement shall be treated as if it were a separate agreement with respect to each Fund, and each series thereof, that is a party hereto, severally and not jointly, as if such entity had entered into a separate agr
WITNESSETHPaying Agent Agreement • April 26th, 2001 • Equitrust Life Annuity Account
BY AND AMONGParticipation Agreement • September 27th, 2001 • Equitrust Life Annuity Account • Ohio
WITNESSETHUnderwriting Agreement • April 26th, 2001 • Equitrust Life Annuity Account • Iowa
AMENDMENT TO PARTICIPATION AGREEMENT As of May 3, 2004 by and among Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc. EquiTrust Life Insurance CompanyParticipation Agreement • April 29th, 2005 • Equitrust Life Annuity Account • California
Rule 22c-2 Shareholder Information Agreement Related to Variable Insurance ProductsShareholder Information Agreement • April 30th, 2007 • Equitrust Life Annuity Account
SHAREHOLDER INFORMATION AGREEMENT entered into as of April 16, 2007 by and between the Fidelity Distributors Corporation (the “Underwriter”) and the Company with an effective date of October 16, 2007 (the “Agreement”).
Shareholder Information Agreement Franklin Templeton Variable Insurance Products TrustShareholder Information Agreement • April 30th, 2007 • Equitrust Life Annuity Account
This Shareholder Information Agreement (“Agreement”) is entered into as of April 16, 2007, and is among Franklin/Templeton Distributors, Inc. (“Distributors”) on behalf of each Fund, as defined below, and the Intermediary, as defined below. Unless otherwise specified, capitalized terms have the meaning set out under “Definitions,” below.
AMENDMENT TO FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 30th, 2007 • Equitrust Life Annuity Account
The insurance company executing this Amendment, EquiTrust Life Insurance Company (“Insurance Company”), and J.P. Morgan Series Trust H (the “Trust”), on behalf of itself and each of its series (each a “Fund”, collectively, the “Funds”), hereby agree to amend the Fund Participation Agreement dated September 14, 2001, to which they are parties (the “Agreement”), as of April 16, 2007, by adding the following provisions effective as of October 16, 2007, as mandated by Rule 22c-2 of the Investment Company Act of 1940 (the “Investment Company Act”). This Amendment supplements the Agreement; to the extent terms of this Amendment conflict with the terms of the Agreement, the terms of this Amendment shall control.
Supplemental AgreementSupplemental Agreement • April 30th, 2007 • Equitrust Life Annuity Account • New York
This Supplemental Agreement is entered into as of April 16, 2007 by and between Dreyfus Service Corporation (“Dreyfus”) on its behalf, and/or on behalf of one or more funds for which it serves as principal underwriter, and the undersigned (the “Intermediary”).
AMENDMENT NO. 2 TO SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • April 28th, 2006 • Equitrust Life Annuity Account
THIS AMENDMENT NO. 2 TO SHAREHOLDER SERVICES AGREEMENT (“Amendment”) effective as of , by and between FARM BUREAU LIFE INSURANCE COMPANY (the “Company”) and AMERICAN CENTURY INVESTMENT SERVICES, INC. (“Distributor”). Capitalized terms not otherwise defined herein shall have the meaning ascribed to them in the Agreement (defined below).
SHAREHOLDER INFORMATION AGREEMENTShareholder Information Agreement • April 30th, 2007 • Equitrust Life Annuity Account
THIS AGREEMENT (the “Agreement”) is made and entered into as of April 16, 2007, or such other compliance date mandated by Rule 22c-2 under the Investment Company Act of 1940 (“Rule 22c-2”), whichever is later, by and between AMERICAN CENTURY INVESTMENT SERVICES, INC. (“ACIS”), and EquiTrust Life Insurance Company (the “Intermediary”).
AMENDMENT NO. 1 TO PARTICIPATION AGREEMENTParticipation Agreement • April 28th, 2006 • Equitrust Life Annuity Account
THIS AMENDMENT NO. 1 TO PARTICIPATION AGREEMENT (“Amendment”) effective as of , by and between FARM BUREAU LIFE INSURANCE COMPANY (the “Company”) and AMERICAN CENTURY INVESTMENT SERVICES, INC. (“Distributor”). Capitalized terms not otherwise defined herein shall have the meaning ascribed to them in the Agreement (defined below).
SERVICE AGREEMENTService Agreement • May 19th, 2008 • Equitrust Life Annuity Account • Massachusetts
This Agreement is entered into effective as of the 1st day of October, 2007, by and between FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY, INC. (“FIIOC”) and EQUITRUST LIFE INSURANCE COMPANY (“Company”).
December 18, 2001 Ms. JoAnn Rumelhart EquiTrust Life Insurance Company West Des Moines, IA 50266 Dear Ms. Rumelhart:Administrative Services Agreement • May 19th, 2008 • Equitrust Life Annuity Account
This letter sets forth the agreement between EquiTrust Life Insurance Company (the “Company”) and EquiTrust Investment Management Services, Inc. (“EquiTrust”) concerning certain administrative services.
AMENDMENT NO. 2 TO SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • April 30th, 2008 • Equitrust Life Annuity Account
THIS AMENDMENT NO. 2 TO SHAREHOLDER SERVICES AGREEMENT (“Amendment”) effective as of April 28, 2006, by and between EQUITRUST LIFE INSURANCE COMPANY (the “Company”) and AMERICAN CENTURY INVESTMENT SERVICES, INC. (“Distributor”). Capitalized terms not otherwise defined herein shall have the meaning ascribed to them in the Agreement (defined below).
Milwaukee, Wisconsin 53202 Rule 22c-2 Shareholder Information AgreementRule 22c-2 Shareholder Information Agreement • April 30th, 2007 • Equitrust Life Annuity Account • Iowa
This Rule 22c-2 Shareholder Information Agreement (“Agreement”) is entered into as of April 16, 2007, with an effective date of April 16, 2007, between U.S. Bancorp Fund Services, LLC (“USBFS”), a Wisconsin limited liability company, Summit Investment Partners, Inc. (“SIP”), an Ohio corporation, and EquiTrust Life Insurance Company, a stock life insurance company established under the laws of the State of Iowa (“Intermediary”).
Rule 12b-1 Related AgreementRule 12b-1 Related Agreement • May 19th, 2008 • Equitrust Life Annuity Account
This letter will confirm our understanding and agreement with respect to payments to be made to you, as distributor and underwriter of certain variable annuity and variable life insurance contracts (“Contracts”) issued by your affiliate EquiTrust Life Insurance Company (“Insurer”), pursuant to a Distribution Plan (the “Plan”) adopted by Summit Mutual Funds, Inc. (the “Corporation”), on behalf of each class of shares of the Corporation (“Fund”) set forth on Schedule A, pursuant to Rule 12b-1 under the Investment Company Act of 1940, as amended (the “Act”). The Funds are offered pursuant to a participation agreement, dated September 19, 2001 and amended effective as of May 1, 2008, under which the Fund has agreed to make shares of certain Funds available for purchase by one or more of the Insurer’s separate accounts or divisions thereof, in connection with the allocation by Contract owners of purchase payments to corresponding investment options offered under the Contracts. The Plan and
ContractShareholder Information Agreement • April 30th, 2007 • Equitrust Life Annuity Account • Illinois
This Agreement is made as of April 16, 2007, or such other compliance date mandated by Rule 22c-2 of the Investment Company Act of 1940 (“Rule 22c-2”), which ever shall last occur, by and between T. Rowe Price Services, Inc. (“Services”), T. Rowe Price Investment Services, Inc., (“Investment Services”) (collectively “T. Rowe Price”) and EquiTrust Life Insurance Company (the “Intermediary”).
April 1, 2008Administrative Services Agreement • May 19th, 2008 • Equitrust Life Annuity Account
This letter sets forth the agreement between Deutsche Investment Management Americas Inc. (the “Adviser”) and EquiTrust Life Insurance Company (the “Company”) concerning certain administrative services to be provided by the Company on a sub-administration basis, with respect to Portfolios (as defined below) of the DWS Variable Series I (“DWSVS I”) and DWS Variable Series II (“DWSVS II”) (collectively, the “Fund”).
Services AgreementServices Agreement • May 19th, 2008 • Equitrust Life Annuity Account
This letter will confirm our understanding and agreement with respect to payments to be made to you, as distributor and underwriter of certain variable annuity and variable life insurance contracts (“Contracts”) issued by your Company (“Insurer”), pursuant to a Distribution and Shareholder Services Plan (the “Plan”) adopted by EquiTrust Variable Insurance Series Fund (the “Fund”), on behalf of the Service Class Shares of the portfolios of the Fund (“Portfolios”), pursuant to Rule 12b-1 under the Investment Company Act of 1940, as amended (the “1940 Act”). The Portfolios are offered pursuant to a participation agreement, dated January 15, 2007, under which the Fund has agreed to make shares of the Portfolios available for purchase by one or more of the Insurer’s separate accounts or divisions thereof, in connection with the allocation by Contract owners of purchase payments to corresponding investment options offered under the Contracts.
AMENDMENT TO ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • April 30th, 2008 • Equitrust Life Annuity Account
That certain Agreement dated as of the 8th day of June, 1998 by and between (i) The Dreyfus Corporation and (ii) EquiTrust Life Insurance Company is hereby amended as follows:
Amendment to Participation Agreement Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc. EquiTrust Life Insurance CompanyParticipation Agreement • May 19th, 2008 • Equitrust Life Annuity Account
The participation agreement, dated as of September 7, 2001, by and among Franklin Templeton Variable Insurance Products Trust, Franklin/Templeton Distributors, Inc. and EquiTrust Life Insurance Company (the “Agreement”) is hereby amended as follows:
Amendment to Participation Agreement Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc. EquiTrust Life Insurance CompanyParticipation Agreement • May 19th, 2008 • Equitrust Life Annuity Account
Franklin Templeton Variable Insurance Products Trust (the “Trust”), Franklin/Templeton Distributors. Inc. (the “Underwriter,” and together with the Trust, “we” or “us”), EquiTrust Life Insurance Company (the “Company” or “you”), on your behalf and on behalf of certain Accounts, have previously entered into a Participation Agreement dated September 7, 2001, as amended (the “Agreement”). The parties now desire to amend the Agreement by this amendment (the “Amendment”).
FUND PARTICIPATION AGREEMENT AMENDMENT NO. 2Fund Participation Agreement • April 30th, 2008 • Equitrust Life Annuity Account
The Fund Participation Agreement entered into as of the 8th day of June, 1998 between Equitrust Life Insurance Company and each of DREYFUS VARIABLE INVESTMENT FUND, THE DREYFUS SOCIALLY RESPONSIBLE GROWTH FUND, INC., DREYFUS STOCK INDEX FUND, INC. (formerly, “Dreyfus Life and Annuity Index Fund, Inc.” [d/b/a Dreyfus Stock Index Fund]), and DREYFUS INVESTMENT PORTFOLIOS, is hereby amended as follows:
Amendment No. 4 to Participation Agreement Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc. EquiTrust Life Insurance Company EquiTrust Marketing Services, LLCParticipation Agreement • April 30th, 2008 • Equitrust Life Annuity Account
Franklin Templeton Variable Insurance Products Trust (the “Trust”), Franklin/Templeton Distributors, Inc. (the “Underwriter,” and together with the Trust, “we” or “us”), and EquiTrust Life Insurance Company (the “Company” or “you”), on your behalf and on behalf of certain Accounts, have previously entered into a Participation Agreement dated September 7, 2001 and subsequently amended May 1, 2003, May 3, 2004 and June 5, 2007 (the “Agreement”). The parties now desire to amend the Agreement by this amendment (the “Amendment”).
AMENDMENT TO THE PARTICIPATION AGREEMENT BY AND AMONG SUMMIT MUTUAL FUNDS, INC., CARILLON INVESTMENTS, INC., EQUITRUST LIFE INSURANCE COMPANY, ON BEHALF OF ITSELF AND ITS SEPARATE ACCOUNTS, AND EQUITRUST MARKETING SERVICES, LLCParticipation Agreement • April 30th, 2008 • Equitrust Life Annuity Account
This is an Amendment to the Participation Agreement entered into on the 19th day of September, 2001 (“Agreement”), by and among Summit Mutual Funds, Inc. (“SMFI”), Carillon Investments, Inc. (“Carillon”), EquiTrust Life Insurance Company, on behalf of itself and its separate accounts (“LIFE COMPANY”), and EquiTrust Marketing Services, LLC.
