WRL Series Annuity Account Sample Contracts
Exhibit 8(b) Amendment No. 1 dated March 15,2000 to Participation Agreement - Variable Insurance Products FundParticipation Agreement • April 10th, 2000 • WRL Series Annuity Account
Standard Contracts
Amended and Restated Participation Agreement (Fidelity)Participation Agreement • April 30th, 2014 • WRL Series Annuity Account • Massachusetts
THIS AMENDED AND RESTATED AGREEMENT, made and entered into as of the 28th day of February , 2014 by and among WESTERN RESERVE LIFE ASSURANCE CO. OF OHIO, (hereinafter the “Company”), a Massachusetts 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”).
AMENDED AND RESTATED FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 19th, 2004 • WRL Series Annuity Account • Ohio
THIS AMENDED and RESTATED FUND PARTICIPATION AGREEMENT is made as of May 1, 2004, between Access Variable Insurance Trust, an open-end management investment company organized as an Ohio business trust (the “Trust”), and Western Reserve Life Assurance Co. of Ohio, a life insurance company organized under the laws of the State of Ohio (the “Company”), on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A, as the parties hereto may amend it from time to time (the “Accounts”) (individually, a “Party”, and collectively, the “Parties”).
CONTRACT GUIDEDeferred Annuity Contract • April 21st, 1998 • WRL Series Annuity Account
AMENDMENT TO PARTICIPATION AGREEMENT Regarding RULES 30e-3 and 498AParticipation Agreement • April 29th, 2024 • WRL Series Annuity Account
This Amendment (the “Amendment”) is entered into as of May 1, 2022 (the “Effective Date”), by and among Transamerica Life Insurance Company (individually and as successor to Transamerica Premier Life Insurance Company) and Transamerica Financial Life Insurance Company (each the “Company,” collectively the “Companies”), 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”), Transamerica Series Trust (the “Trust”), and Transamerica Capital, Inc. (the “Distributor”) (collectively, the “Parties”).
Exhibit 3(b) Form of Broker-Dealer Supervisory and Service AgreementBroker-Dealer Supervisory and Service Agreement • April 20th, 1998 • WRL Series Annuity Account • Florida
Schedule A to Participation Agreement Between Transamerica Series Trust and Transamerica Life Insurance Company Transamerica Financial Life Insurance Company Dated May 1, 2013 ACCOUNTS, CONTRACTS, FUNDS EFFECTIVE AS OF May 1, 2023Participation Agreement • April 29th, 2024 • WRL Series Annuity Account
Transamerica Morgan Stanley Global Allocation Managed Risk – Balanced VP (Currently not offering Initial Class Shares)
PARTICIPATION AGREEMENT Among TRANSAMERICA SERIES TRUST and TRANSAMERICA LIFE INSURANCE COMPANY TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY MONUMENTAL LIFE INSURANCE COMPANY WESTERN RESERVE LIFE ASSURANCE CO. OF OHIOParticipation Agreement • April 22nd, 2013 • WRL Series Annuity Account • Delaware
THIS AGREEMENT, made and effective as of May 1, 2013, by and among Transamerica Life Insurance Company, Transamerica Financial Life Insurance Company, Monumental Life Insurance Company, Western Reserve Life Assurance Co. of Ohio, severally and not jointly, (hereinafter, each, the “Insurance Company”), a corporation, on its own behalf and on behalf of each segregated asset account of the Insurance Company set forth on Schedule A hereto, as may be revised from time to time, (each such account hereinafter referred to as the “Account”) and Transamerica Series Trust (the “Trust”).
Exhibit 3(a) Form of Master Service and Distribution Compliance AgreementMaster Service and Distribution Compliance Agreement • April 20th, 1998 • WRL Series Annuity Account • Florida
Form of Participation Agreement (ProFunds)Participation Agreement • June 9th, 2006 • WRL Series Annuity Account • Maryland
THIS AGREEMENT, dated as of the 24th day of March, 2006 by and among Western Reserve Life Assurance Co. of Ohio (the “Company”), an Ohio 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 account hereinafter referred to as the “Account”), ProFunds, a Delaware business trust, Access One Trust, a Delaware business trust (each of ProFunds or the Access One Trust referred to herein as the “Fund”), and ProFund Advisors LLC (the “Adviser”), a Maryland limited liability company.
CONTRACT GUIDEFlexible Payment Variable Annuity Contract • April 20th, 1998 • WRL Series Annuity Account
AMENDMENT TO PARTICIPATION AGREEMENT Regarding FUND SHAREHOLDER REPORTS AND OTHER REQUIRED MATERIALSParticipation Agreement • April 29th, 2024 • WRL Series Annuity Account
TRANSAMERICA LIFE INSURANCE COMPANY (hereinafter the “Company”), an Iowa corporation, each of VARIABLE INSURANCE PRODUCTS FUND, VARIABLE INSURANCE PRODUCTS FUND II, VARIABLE INSURANCE PRODUCTS FUND III and 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”)., and FIDELITY DISTRIBUTORS COMPANY LLC (hereinafter the “Underwriter” or “FDC”), a Massachusetts corporation , entered into certain participation agreements, dated December 1, 2000 and October 10, 2005 (collectively, the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of May 1, 2023, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth on Schedule A to the Participation Agreement, as may be amended from time to time (individually and collectively
FIRST AMENDED AND RESTATED REINSURANCE AGREEMENT BY AND BETWEEN TRANSAMERICA PREMIER LIFE INSURANCE COMPANY CEDAR RAPIDS, IOWA (the “Ceding Company”) AND FIREBIRD RE CORP. PHOENIX, ARIZONA (the “Reinsurer”)Reinsurance Agreement • April 26th, 2016 • WRL Series Annuity Account • Iowa
This agreement (the “Agreement”), dated as of April 14, 2015 (the “Effective Date”), is hereby made and entered into by and between Transamerica Premier Life Insurance Company (the “Ceding Company”) and Firebird Re Corp. (the “Reinsurer”).
Amendment No. 2 to Participation Agreement (TST)Participation Agreement • April 28th, 2015 • WRL Series Annuity Account
THIS AMENDMENT, made and effective as of November 10, 2014, by and among, Transamerica Life Insurance Company, Transamerica Financial Life Insurance Company, Transamerica Premier Life Insurance Company (formerly Monumental Life Insurance Company and Western Reserve Life Assurance Co. of Ohio), severally and not jointly, (hereinafter, each, the “Insurance Company”), a corporation, on its own behalf and on behalf of each segregated asset account of the Insurance Company and Transamerica Series Trust (the “Trust”).
Form of Participation Agreement (ProFunds)Participation Agreement • April 26th, 2006 • WRL Series Annuity Account • Maryland
THIS AGREEMENT, dated as of the 24th day of March, 2006 by and among Western Reserve Life Assurance Co. of Ohio (the “Company”), an Ohio 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 account hereinafter referred to as the “Account”), ProFunds, a Delaware business trust, Access One Trust, a Delaware business trust (each of ProFunds or the Access One Trust referred to herein as the “Fund”), and ProFund Advisors LLC (the “Adviser”), a Maryland limited liability company.
AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 29th, 2024 • WRL Series Annuity Account
Transamerica Life Insurance Company (the “Company”), an Iowa insurance company, ProFunds, a Delaware business trust (the “Fund”), and ProFund Advisors LLC (the “Advisor”), a Maryland limited liability company, entered into a certain participation agreement dated June 6, 2006 (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of January 6, 2022, 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 Advisor.
AMENDMENT NO. 36 TO PARTICIPATION AGREEMENT BETWEEN TRANSAMERICA SERIES TRUST AND WESTERN RESERVE LIFE ASSURANCE CO. OF OHIOParticipation Agreement • April 28th, 2011 • WRL Series Annuity Account
Amendment No. 36 to the Participation Agreement (“Agreement”), dated February 27, 1991, as amended, between Transamerica Series Trust (the “Fund”) and Western Reserve Life Assurance Co. of Ohio (the “Company”).
EXHIBIT (3)(n) AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT BETWEEN TCI AND WRLPrincipal Underwriting Agreement • April 28th, 2011 • WRL Series Annuity Account • Ohio
THIS AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENT made and effective as of the 1st day of July, 2010 (the “Effective Date”), by and between TRANSAMERICA CAPITAL, INC. (“TCI”), a California corporation, and WESTERN RESERVE LIFE ASSURANCE CO. OF OHIO (“WRL”).
AMENDMENT NO. 24 TO PARTICIPATION AGREEMENT BETWEEN AEGON/TRANSAMERICA SERIES FUND, INC. AND WESTERN RESERVE LIFE ASSURANCE CO. OF OHIO,Participation Agreement • April 28th, 2005 • WRL Series Annuity Account
Amendment No. 24 to the Participation Agreement (“Agreement”), dated February 27, 1991, as amended, between AEGON/Transamerica Series Fund, Inc. (the “Fund”) and Western Reserve Life Assurance Co. of Ohio (“WRL”).
AMENDMENT NO. 26 TO PARTICIPATION AGREEMENT BETWEEN AEGON/TRANSAMERICA SERIES TRUST AND WESTERN RESERVE LIFE ASSURANCE CO. OF OHIOParticipation Agreement • April 27th, 2006 • WRL Series Annuity Account
Amendment No. 26 to the Participation Agreement (“Agreement”), dated February 27, 1991, as amended, between AEGON/Transamerica Series Fund, Inc. and Western Reserve Life Assurance Co. of Ohio (the “Parties”).
REINSURANCE AGREEMENT (TIRe)Reinsurance Agreement • April 27th, 2009 • WRL Series Annuity Account • Ohio
This Agreement is made and entered into by and between Western Reserve Life Assurance Co. of Ohio (hereinafter referred to as the “Ceding Company”) and Transamerica International Re (Bermuda) Ltd. (hereinafter referred to as the “Reinsurer”).
Exhibit 4(c)Tax Sheltered Annuity Endorsement • April 10th, 2000 • WRL Series Annuity Account
EXHIBIT (8)(o)(4) AMENDMENT NO. 29 TO PARTICIPATION AGREEMENT (TST)Participation Agreement • April 28th, 2008 • WRL Series Annuity Account
Amendment No. 29 to the Participation Agreement (“Agreement”), dated February 27, 1991, as amended, between Transamerica Series Trust and Western Reserve Life Assurance Co. of Ohio (the “Parties”).
AMENDMENT NO. 2 AND NOVATION TO THE AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • April 26th, 2007 • WRL Series Annuity Account
Amendment dated May 1, 2007, to the Amended and Restated Principal Underwriting Agreement, dated as of July 26, 2004, by and between AFSG Securities Corporation (“AFSG”) and Western Reserve Life Assurance Co. of Ohio (“WRL”) (the “Agreement”).
NINTH AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 30th, 2014 • WRL Series Annuity Account
THIS AMENDMENT, made and entered into as of the 1st day of May, 2013 by and among WESTERN RESERVE LIFE ASSURANCE CO. OF OHIO (the “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 revised from time to time (the “Account”), and the VARIABLE INSURANCE PRODUCTS FUND II, VARIABLE INSURANCE PRODUCTS FUND V (collectively, the “Fund”) and FIDELITY DISTRIBUTORS CORPORATION (the “Underwriter”).
AMENDMENT NO. 25 TO PARTICIPATION AGREEMENT BETWEEN AEGON/TRANSAMERICA SERIES FUND, INC. AND WESTERN RESERVE LIFE ASSURANCE CO. OF OHIOParticipation Agreement • April 28th, 2005 • WRL Series Annuity Account
Amendment No. 25 to the Participation Agreement (“Agreement”), dated February 27, 1991, as amended, between AEGON/Transamerica Series Fund, Inc. and Western Reserve Life Assurance Co. of Ohio (the “Parties”).
AMENDMENT NO. 26 TO PARTICIPATION AGREEMENT BETWEEN AEGON/TRANSAMERICA SERIES TRUST AND WESTERN RESERVE LIFE ASSURANCE CO. OF OHIOParticipation Agreement • June 9th, 2006 • WRL Series Annuity Account
Amendment No. 26 to the Participation Agreement (“Agreement”), dated February 27, 1991, as amended, between AEGON/Transamerica Series Fund, Inc. and Western Reserve Life Assurance Co. of Ohio (the “Parties”).
AMENDMENT NO. 2 AND NOVATION TO THE AMENDED AND RESTATED PRINCIPAL UNDERWRITING AGREEMENTPrincipal Underwriting Agreement • April 26th, 2007 • WRL Series Annuity Account
Amendment dated May 1, 2007, to the Amended and Restated Principal Underwriting Agreement, dated as of July 26, 2004, by and between AFSG Securities Corporation (“AFSG”) and Western Reserve Life Assurance Co. of Ohio (“WRL”) (the “Agreement”).
Amendment No. 7 to Participation Agreement (Fidelity)Participation Agreement • April 28th, 2015 • WRL Series Annuity Account
THIS AMENDMENT, made and entered into as of the 1st day of October, 2014 by and among TRANSAMERICA PREMIER LIFE INSURANCE COMPANY (formerly, MONUMENTAL LIFE INSURANCE COMPANY AND WESTERN RESERVE LIFE ASSURANCE CO. OF OHIO) (the “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 revised from time to time (the “Account”); and FIDELITY DISTRIBUTORS CORPORATION (the “Underwriter”); 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 (the “Fund”).
ContractPrincipal Underwriting Agreement • April 19th, 2004 • WRL Series Annuity Account
THIS THIRD AMENDMENT TO PRINCIPAL UNDERWRITING AGREEMENT made and effective as of the 1st day of May, 2004, by and between AFSG SECURITIES CORPORATION (“AFSG”), a Pennsylvania corporation, and WESTERN RESERVE LIFE ASSURANCE CO. OF OHIO (“WRL”), an Ohio corporation, on its own behalf and on behalf of the separate investment accounts of WRL set forth in Exhibit A attached hereto and made a part hereof (collectively, the “Account”).
Reinsurance Agreement (TIRe)Reinsurance Agreement • April 14th, 2003 • WRL Series Annuity Account • Ohio
Amendment No. 37 to Participation Agreement (TST)Participation Agreement • April 22nd, 2013 • WRL Series Annuity Account
Amendment No. 36 to the Participation Agreement (“Agreement”), dated February 27, 1991, as amended, between Transamerica Series Trust (the “Fund”) and Western Reserve Life Assurance Co. of Ohio (the “Company”).
AMENDMENT OF AGREEMENTSConfidentiality Agreement • April 22nd, 2013 • WRL Series Annuity Account
This amendment (the “Amendment”) to the agreements (individually, the “Agreement”, collectively, the “Agreements”) identified in Attachment A, attached hereto, is effective as of February 22, 2012.
FOURTH AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 30th, 2014 • WRL Series Annuity Account
THIS AMENDMENT, made and entered into as of the 1st day of May, 2013 by and among WESTERN RESERVE LIFE ASSURANCE CO. OF OHIO (the “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 revised from time to time (the “Account”), and the VARIABLE INSURANCE PRODUCTS FUND III (the “Fund”) and FIDELITY DISTRIBUTORS CORPORATION (the “Underwriter”).
AMENDMENT OF AGREEMENTSConfidentiality Agreements • April 22nd, 2013 • WRL Series Annuity Account
This amendment (the “Amendment”) to the agreements (individually, the “Agreement”, collectively, the “Agreements”) identified in Attachment A, attached hereto, is effective as of February 22, 2012.
