Issue Date Contract Number Mo. Day Yr. [Y-000000-1] [05 01 2001]Tiaa Cref Life Separate Account Va-1 • October 25th, 2002
Contract Date of Issue Number mo day yr [0-800135-6 01 01 1999] Annuitant [John J. Jones] Owner [Jane J. Doe] This is a contract between you, the owner, and TIAA-CREF Life Insurance Company ("TIAA-CREF Life"). This page refers briefly to some of the...Tiaa Cref Life Separate Accunt Va-1 • December 9th, 1998 • New York
WITNESSETH:Distribution Agreement • December 9th, 1998 • Tiaa Cref Life Separate Accunt Va-1 • New York
SELLING AGREEMENT FOR THE CONTRACTS FUNDED BY TIAA SEPARATE ACCOUNT VA-1Selling Agreement • December 9th, 1998 • Tiaa Cref Life Separate Accunt Va-1 • New York
Contract Number [0-800135-6] Owner [John J. Jones] Date of Issue [10 01 2003] Annuitant [Jane J. Doe] mo day yr This is a contract between you, the owner of this contract, and TIAA-CREF Life Insurance Company ("TIAA-CREF Life," "we," "us"). This page...Tiaa Cref Life Separate Account Va-1 • July 18th, 2003 • New York
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 27th, 2021 • Tiaa Cref Life Separate Account Va-1 • New York
THIS AGREEMENT, made as of March 30, 2021, by and between LINCOLN VARIABLE INSURANCE PRODUCTS TRUST, a Delaware statutory trust (“Trust”), on its behalf and on behalf of its investment series set forth in Exhibit A (each, a “Fund”), LINCOLN FINANCIAL DISTRIBUTORS, INC., a Connecticut corporation (“Distributor”), LINCOLN INVESTMENT ADVISORS CORPORATION, a Tennessee corporation (“Adviser”), and TIAA-CREF LIFE INSURANCE COMPANY (“Company”), a life insurance company organized under the laws of the State of New York.
WITNESSETH:Distribution Agreement • December 9th, 1998 • Tiaa Cref Life Separate Accunt Va-1 • New York
PARTICIPATION AGREEMENT Among and TIAA-CREF LIFE INSURANCE COMPANYParticipation Agreement • April 24th, 2012 • Tiaa Cref Life Separate Account Va-1 • New York
THIS AGREEMENT, made and entered into as of this 14th day of November, 2011 by and among TIAA-CREF Life Insurance Company (hereinafter, the “Company”), a New York 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 account hereinafter referred to as the “Account”), and the undersigned funds, each, a corporation organized under the laws of Maryland (each hereinafter referred to as the “Fund”) and T. Rowe Price Investment Services, Inc. (hereinafter the “Underwriter”), a Maryland corporation.
Amendment To Participation Agreement among TIAA-CREF Life Insurance Company, DFA Investment Dimensions Group Inc., Dimensional Fund Advisors LP and DFA Securities LLCParticipation Agreement • April 28th, 2022 • Tiaa Cref Life Separate Account Va-1
This amendment to the Participation Agreement dated as of April 30, 2012, as amended (the “Agreement”), is effective as of the 1st day of August, 2021, among TIAA-CREF Life Insurance Company (“Company”), on its own behalf and on behalf of segregated asset accounts of the Company that may be established from time to time (individually, an “Account” and collectively, the “Accounts”), DFA Investment Dimensions Group Inc. (“Fund”), Dimensional Fund Advisors LP (“Adviser”), and DFA Securities LLC (“DFAS”) (individually, a “Party” and collectively, the “Parties”). Capitalized terms used herein and not otherwise defined herein shall have the meanings assigned to such terms in the Agreement.
AMENDMENT TO PARTICIPATION AGREEMENT Regarding RULES 30e-3 and 498AParticipation Agreement • April 27th, 2021 • Tiaa Cref Life Separate Account Va-1
TIAA CREF Life Insurance Company (the “Company”), Voya Investors Trust, Variable Insurance Trust (the “Fund”), a Massachusetts business trust, and Voya Investments Distributor, LLC, Fund Distributor (the “Underwriter”), a Delaware company, entered into a certain participation agreement dated April 1, 2010 (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of February 4, 2021, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund and the Underwriter (collectively, the “Parties”).
INVESTMENT ACCOUNTING AGREEMENTInvestment Accounting Agreement • April 22nd, 2008 • Tiaa Cref Life Separate Account Va-1 • Massachusetts
This Master Investment Accounting Agreement (the “Agreement”) is made effective as of , 2007 by and between STATE STREET BANK AND TRUST COMPANY, a trust company established under the laws of the Commonwealth of Massachusetts located at 801 Pennsylvania, Kansas City, MO 64105 (“State Street”), and TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA, a life insurance company organized and existing under the laws of New York and located at 730 Third Avenue, New York, New York 10017-3206 (“TIAA”) and TIAA-CREF LIFE INSURANCE COMPANY, a life insurance company organized and existing under the laws of New York and located at 730 Third Avenue, New York, New York 10017-3206 (“TC Life”) (TC Life and TIAA each individually referred to herein as the “Insurance Company”), each with respect to each of its separate accounts listed on Schedule A hereto, as it may be amended from time to time, incorporated herein by reference (each such separate account shall hereinafter be referred to as an “Account
DOMESTIC CUSTODY AGREEMENT BETWEEN TIAA-CREF LIFE INSURANCE COMPANY ON BEHALF OF TIAA-CREF LIFE SEPARATE ACCOUNT VA-1 AND JPMORGAN CHASE BANK, N.A.Domestic Custody Agreement • April 22nd, 2008 • Tiaa Cref Life Separate Account Va-1 • New York
This Agreement, dated August 13, 2007, is between JPMORGAN CHASE BANK, N.A. (“Bank”), with a place of business at 270 Park Avenue, New York, New York; and TIAA-CREF LIFE INSURANCE COMPANY on behalf of TIAA-CREF Life Separate Account VA-1 (“Customer”) with a place of business at 730 Third Avenue, New York, New York.
AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 27th, 2016 • Tiaa Cref Life Separate Account Va-1
This AMENDMENT (the “Amendment”) is dated as of February 1, 2016 by and among TIAA-CREF Life Insurance Company (the “Company”), John Hancock Variable Insurance Trust (the “Trust”), and John Hancock Distributors, LLC (the “Underwriter”).
SERVICE and SUBCONTRACTING AGREEMENTService and Subcontracting Agreement • April 27th, 2021 • Tiaa Cref Life Separate Account Va-1 • New York
This Service and Subcontracting Agreement (this “Agreement”) is entered into by and between Teachers Insurance and Annuity Association of America, a New York life insurance company (“TIAA”), and TIAA Shared Services, LLC, a Delaware limited liability corporation (“TSS”) and is effective as of April 1, 2021.
AMENDMENT PARTICIPATION AGREEMENTAmendment Participation Agreement • April 24th, 2013 • Tiaa Cref Life Separate Account Va-1
Effective May 1, 2013, The Participation Agreement (the “Agreement”), dated November 14, 2011, as amended, by and among TIAA-CREF Life Insurance Company (“Company”), T. Rowe Price Fixed Income Series, Inc. and T. Rowe Price Investment Services, Inc. (collectively, the “Parties”) is hereby amended as follows:
MASTER INDEPENDENT CONTRACTOR AGREEMENT BETWEEN TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA AND MCCAMISH SYSTEMS, L.L.C.Master Independent Contractor Agreement • April 18th, 2008 • Tiaa Cref Life Separate Account Va-1 • North Carolina
This Agreement is effective as of March 4, 2005 (“Effective Date”), by and between Teachers Insurance and Annuity Association of America (“TIAA “), a New York corporation, with a place of business at 730 Third Avenue, New York, New York 10017-3206, and McCamish Systems, L.L.C., a Georgia limited liability company with a principal place of business at 6425 Powers Ferry Road, Third Floor, Atlanta, Georgia 30339 (“Contractor”).
AMENDMENT NO.2 TO PARTICIPATION AGREEMENTParticipation Agreement • April 24th, 2013 • Tiaa Cref Life Separate Account Va-1
This Amendment No. 2, effective as of July 2, 2012, amends the Participation Agreement, dated as of April 1, 2010, as amended (the “Participation Agreement”), by and among TIAA-CREF Life Insurance Company, a New York life insurance company, on its own behalf and on behalf of its Separate Account(s) as set forth in Schedule A to the Participation Agreement; ING Investors Trust, an open-end management investment company and business trust organized under the laws of Delaware; and ING Investments Distributor, LLC (formerly “ING Funds Distributor, LLC”), a Delaware limited liability company.
Franklin/Templeton Distributors, Inc. One Franklin Parkway San Mateo. CA 94403-1906 tel (650) 312-3000 franklintempleton.comTiaa Cref Life Separate Account Va-1 • April 24th, 2013
Enclosed is an amendment (the “Amendment”) to the Participation Agreement(s) (“Agreement”) between us and you with respect to our insurance trust – Franklin Templeton Variable Insurance Products Trust (the “Trust”).
PARTICIPATION AGREEMENT Among JOHN HANCOCK VARIABLE INSURANCE TRUST, JOHN HANCOCK DISTRIBUTORS LLC, and TIAA-CREF LIFE INSURANCE COMPANYParticipation Agreement • April 28th, 2015 • Tiaa Cref Life Separate Account Va-1 • New York
THIS AGREEMENT, made and entered into as of this 2nd day of December, 2014 by and among TIAA-CREF Life Insurance Company (hereinafter, the “Company”), a New York 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 account hereinafter referred to as the “Account”), John Hancock Variable Insurance Trust (hereinafter the “Trust”), a Massachusetts business trust, and John Hancock Distributors. LLC (hereinafter the “Underwriter”), a Delaware limited liability company.
AMENDMENT TO PARTICIPATION AGREEMENT Regarding RULES 30e-3 and 498AParticipation Agreement • April 28th, 2022 • Tiaa Cref Life Separate Account Va-1
TIAA CREF Life Insurance Company (the “Company”), Vanguard Variable Insurance Fund (the “Fund”), a Delaware business trust, The Vanguard Group, Inc., a Pennsylvania corporation (the “Sponsor”), and Vanguard Marketing Corporation, a Pennsylvania corporation (the “Distributor”), entered into a certain participation agreement dated May 1, 2012, as amended to date (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of November 20, 2020, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund, the Sponsor and the Distributor (collectively, the “Parties”).
SHAREHOLDER INFORMATION AGREEMENTShareholder Information Agreement • May 1st, 2007 • Tiaa Cref Life Separate Account Va-1
This Agreement is made as of , 2007, or such other compliance date mandated by Rule 22c-2 of the Investment Company Act of 1940 (“Rule 22c-2”), by and between TIAA-CREF Life Insurance Company (“TC Life”) and Teachers Personal Investors Services, Inc. (“TPIS”).
AMENDMENT TO PARTICIPATION AGREEMENT Regarding RULES 30e-3 and 498AParticipation Agreement • April 27th, 2021 • Tiaa Cref Life Separate Account Va-1
TIAA CREF Life Insurance Company (the “Company”), Delaware VIP Trust, an open-end management investment company organized as a statutory trust under the laws of the State of Delaware (the “Fund”), Delaware Management Company (the “Adviser”), a series of Macquarie Investment Management Business Trust, a statutory trust under the laws of the State of Delaware, and Delaware Distributors, L.P., a limited partnership organized under the laws of the State of Delaware (the “Fund Distributor” or the “Underwriter”), entered into a certain participation agreement dated May 2, 2006 (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of January 21, 2021, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund and the Underwriter (collectively, the “Parties”)
ADMINISTRATIVE SERVICES AGREEMENT FOR TIAA-CREF LIFE FUNDSAdministrative Services Agreement • April 23rd, 2010 • Tiaa Cref Life Separate Account Va-1 • New York
THIS AGREEMENT is made this 1st day of May, 2010 by and between TIAA-CREF Life Funds (the “Trust”), a Delaware statutory trust, and Teachers Advisors, Inc. (the “Administrator”), a Delaware corporation.
PARTICIPATION AGREEMENT Among TIAA-CREF Life Funds Teachers Personal Investors Services, Inc. Teachers Advisors, Inc. and TIAA-CREF Life Insurance CompanyParticipation Agreement • February 28th, 2014 • Tiaa Cref Life Separate Account Va-1 • New York
THIS AGREEMENT, made as of February 14,2014 to be effective retroactive to May 1, 2012 by and among TIAA-CREF Life Insurance Company (the “Insurance Company”), a life insurance company, on its own behalf and on behalf of each segregated asset account (the “Accounts”) established by Insurance Company, TIAA-CREF Life Funds, a Delaware statutory trust (the “Trust”), on behalf of each current or future series of shares of the Trust (the “Designated Funds”), Teachers Advisors, Inc. (the “Adviser”), a Delaware limited liability company operating as a registered investment adviser, and Teachers Personal Investors Services, Inc. (“TPIS”), a Delaware limited liability company operating as a broker-dealer.
PARTICIPATION AGREEMENT AMENDMENT NO. 1 Effective as of July 24, 2007Participation Agreement • August 2nd, 2007 • Tiaa Cref Life Separate Account Va-1
THE PARTICIPATION AGREEMENT, dated as of the 10th day of June, 2006 (the “Agreement”), by and among TIAA-CREF Life Insurance Company (“Company”), on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A (each an “Account”), PIMCO Variable Insurance Trust (the “Fund”), and Allianz Global Investors Distributors LLC (the “Underwriter”), (collectively, the “Parties”) is hereby amended as follows:
AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • August 2nd, 2007 • Tiaa Cref Life Separate Account Va-1
IN WITNESS WHEREOF, the parties hereto have caused this Amendment to be executed by their duly authorized officers as of the date first listed above.
AMENDMENT TO PARTICIPATION AGREEMENT Regarding RULES 30e-3 and 498AParticipation Agreement • April 27th, 2021 • Tiaa Cref Life Separate Account Va-1
TIAA CREF Life Insurance Company (the “Company”) on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A of the Participation Agreement (as defined below), the MFS VARIABLE INSURANCE TRUST, a Massachusetts business trust, MFS VARIABLE INSURANCE TRUST II, a Massachusetts business trust, MFS VARIABLE INSURANCE TRUST III, a Delaware statutory trust (each the “Fund”) and MFS Fund Distributors, Inc. (the “Underwriter”), a Delaware corporation are a party to a certain participation agreement dated February 28, 2006 (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of December , 2020, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund and the Underwriter (collectively, the “Parties”).
CASH DISBURSEMENT AND REIMBURSEMENT AGREEMENT FOR THE TIAA-CREF LIFE INSURANCE COMPANY UNIT INVESTMENT TRUST SEPARATE ACCOUNTSCash Disbursement and Reimbursement Agreement • April 24th, 2012 • Tiaa Cref Life Separate Account Va-1 • New York
This Cash Disbursement and Reimbursement Agreement (this “Agreement”) effective as of the 1st day of May, 2012, by and among TIAA-CREF Individual & Institutional Services, LLC (“TC Services”), a Delaware limited liability company, Teachers Insurance and Annuity Association of America (“TIAA”), a New York insurance corporation and TIAA-CREF Life Insurance Company (“TC Life”), a New York-domiciled insurance company,
AMENDMENT TO FUND PARTICIPATION AGREEMENT BETWEEN DELAWARE VIP TRUST, DELAWARE MANAGEMENT COMPANY, DELAWARE DISTRIBUTORS, L.P., IVY VARIABLE INSURANCE PORTFOLIOS, AND TIAA-CREF LIFE INSURANCE COMPANYFund Participation Agreement • April 30th, 2024 • Tiaa Cref Life Separate Account Va-1
This Amendment is made this 9th day of April 2024, by and between Delaware VIP Trust, Delaware Management Company, a series of Macquarie Investment Management Business Trust (the “Adviser”), Delaware Distributors, L.P. (the “Distributor”), Ivy Variable Insurance Portfolios, and TIAA- CREF Life Insurance Company (“Company”).
PARTICIPATION AGREEMENT AMENDMENT NO. 1 Effective as of July 24, 2007Participation Agreement • August 2nd, 2007 • Tiaa Cref Life Separate Account Va-1
This agreement (the “Agreement”), dated as of February 1, 2006, is entered by and between Franklin Templeton Variable Insurance Products Trust, (the “Trust”), Franklin/Templeton Distributors, Inc., (the “Underwriter”), and TIAA-CREF Life Insurance Company (you or the “Company”) and Teachers Personal Investors Services, LLC, (your “Distributor”), on your own behalf and on behalf of each segregated asset account maintained by you this is listed on Schedule B (“Account” or “Accounts”) is hereby amended as follows:
AMENDMENT TO FUND PARTICIPATION AGREEMENT (Service Shares)Fund Participation Agreement • August 2nd, 2007 • Tiaa Cref Life Separate Account Va-1
This Amendment to the Fund Participation Agreement (“Agreement”) dated February 7, 2006 between Janus Aspen Series, an open-end management investment company organized as a Delaware business trust (the “Trust”), and TIAA-CREF Life Insurance Company, a New York life insurance company (the “Company”) is effective as of July 24, 2007.
FIRST AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • October 29th, 2007 • Tiaa Cref Life Separate Account Va-1
This First Amendment to Participation Agreement (“Amendment”) is entered into as of April 28, 2007 by and among Legg Mason Investor Services, LLC, (the “Distributor”), Legg Mason Partners Variable Income Trust and Legg Mason Partners Variable Equity Trust and TIAA-CREF Life Insurance Company, (the “Company” or “You”).
SECOND AMENDMENT TO PARTICIPATION AGREEMENT AMONG CALAMOS ADVISORS TRUST CALAMOS ADVISORS LLC CALAMOS FINANCIAL SERVICES LLC and TIAA-CREF LIFE INSURANCE COMPANYParticipation Agreement • October 29th, 2007 • Tiaa Cref Life Separate Account Va-1
This Amendment (the “Amendment”) is made and entered into as of the 24th day of July, 2007, by and among Calamos advisors Trust, Calamos Advisors LLC, Calamos Financial Services LLC and TIAA-CREF Life Insurance Company.
PARTICIPATION AGREEMENT AMENDMENT NO. 1 Effective as of July 24, 2007Participation Agreement • October 29th, 2007 • Tiaa Cref Life Separate Account Va-1
THE PARTICIPATION AGREEMENT, dated as of the 1st day of March, 2006 by and among TIAA-CREF Life Insurance Company (the “Company”), on its own behalf and on behalf of its separate accounts (the “Accounts”); WANGER ADVISORS TRUST (the “Fund”); COLUMBIA WANGER ASSET MANAGEMENT, LLP (the “Adviser”); and COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (the “Distributor”) is hereby amended as follows:
AGREEMENTAgreement • October 29th, 2007 • Tiaa Cref Life Separate Account Va-1 • New York
THIS AGREEMENT (“Agreement”) made as of March 1, 2006, is by and between ROYCE & ASSOCIATES, LLC, a Delaware limited liability company (“Adviser”) and TIAA-CREF LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the State of New York (“Company”).
