FIRST AMENDMENT TO DISTRIBUTION AGREEMENTDistribution Agreement • December 30th, 2004 • Separate Account a of Equitable Life Assu Soc of the Us
Contract Type FiledDecember 30th, 2004 Company
OWNER: JOHN DOE SUCCESSOR OWNER: MARY DOE ANNUITANT: JOHN DOE CERTIFICATE NUMBER: 00000 CONTRACT DATE: March 1 2008] 2007IFL-I-B(rev 11-07) FLEXIBLE PREMIUM DEFERRED VARIABLE ANNUITY CONTRACT Processing Office: AXA Equitable Life Insurance Company,...Separate Account a of Axa Equitable Life Insurance Co • December 17th, 2007
Company FiledDecember 17th, 2007
TABLE OF CONTENTS DEFINITIONS PAGE Section 1.01 - Annuitant 4 1.02 - Annuity 4 1.03 - Annuity Account Value 4 1.03A- Applicable Tax Charges 4 1.04 - Benefit 4 1.05 - Cash Value 4 1.06 - Class of Contracts 5 1.07 - Code 5 1.08 - Contract 5 1.09 -...Separate Account a of Equitable Life Assu Soc of the Us • April 17th, 2003
Company FiledApril 17th, 2003
VARIABLE IMMEDIATE ANNUITY CONTRACT THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES This is a legal contract between its owner and us. Please read it carefully. In this Contract, "you" and "your" refer to the owner, and "we," "us," and "our"...Separate Account a of Equitable Life Assu Soc of the Us • January 17th, 1997
Company FiledJanuary 17th, 1997
SALES AGREEMENTSales Agreement • July 10th, 1998 • Separate Account a of Equitable Life Assu Soc of the Us
Contract Type FiledJuly 10th, 1998 Company
DISTRIBUTION AGREEMENT AGREEMENT, dated as of January 1, 1995, by and between The Hudson River Trust (the "Trust") and Equico Securities, Inc. ("Equico"). W I T N E S S E T H : WHEREAS, the Trust is a Massachusetts business trust whose shareholders...Distribution Agreement • July 10th, 1998 • Separate Account a of Equitable Life Assu Soc of the Us
Contract Type FiledJuly 10th, 1998 Company
APPLICATION (Consisting of Parts A and B)Separate Account a of Equitable Life Assu Soc of the Us • November 25th, 1998
Company FiledNovember 25th, 1998
AMENDED AND RESTATED PARTICIPATION AGREEMENT Among VARIABLE INSURANCE PRODUCTS FUNDS, FIDELITY DISTRIBUTORS CORPORATION and AXA EQUITABLE LIFE INSURANCE COMPANYParticipation Agreement • April 24th, 2012 • Separate Account a of Axa Equitable Life Insurance Co • Massachusetts
Contract Type FiledApril 24th, 2012 Company JurisdictionTHIS AMENDED AND RESTATED AGREEMENT, made and entered into as of the 16th day of April, 2010 by and among AXA EQUITABLE LIFE INSURANCE COMPANY, (hereinafter the “Company”), a New York 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 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 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”).
TRANSITION AGREEMENT FOR SERVICES BY AXA NETWORK, LLC AND ITS SUBSIDIARIES TO THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES Agreement made as of the 1st day of January, 2000 between THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED...Transition Agreement • April 19th, 2001 • Separate Account a of Equitable Life Assu Soc of the Us • New York
Contract Type FiledApril 19th, 2001 Company Jurisdiction
GROUP FLEXIBLE PREMIUM DEFERRED VARIABLE ANNUITY CONTRACT GROUP ANNUITY CONTRACT NO. [12345] ISSUE DATE: CONTRACT HOLDER: [EMPLOYER OR TRUSTEE] This Group Annuity Contract is issued in consideration of payment of the Contributions. The terms of this...Separate Account a of Axa Equitable Life Insurance Co • January 12th, 2006
Company FiledJanuary 12th, 2006
PARTICIPATION AGREEMENTParticipation Agreement • August 5th, 2003 • Separate Account a of Equitable Life Assu Soc of the Us • New York
Contract Type FiledAugust 5th, 2003 Company Jurisdiction
AGREEMENT FOR SERVICES BY THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES TO AXA NETWORK, LLC AND ITS SUBSIDIARIES Agreement made as of the 1st day of January, 2000 between THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES, a New...Agreement for Services • April 20th, 2001 • Separate Account a of Equitable Life Assu Soc of the Us • New York
Contract Type FiledApril 20th, 2001 Company Jurisdiction
FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 23rd, 2013 • Separate Account a of Axa Equitable Life Insurance Co • New York
Contract Type FiledApril 23rd, 2013 Company JurisdictionAXA Equitable Life Insurance Company (“Insurance Company”), for itself and on behalf of one or more separate accounts of the Insurance Company (“Separate Accounts”), American Funds Distributors, Inc. (“AFD”), American Funds Service Company (“Transfer Agent”), Capital Research and Management Company (“CRMC”), and the American Funds Insurance Series (the “Series”), an open-end investment company for which AFD, CRMC and Transfer Agent provide services and which is divided into funds (hereinafter collectively called the “Funds” and, individually, a “Fund”), for good and valuable consideration, hereby agree on this 2nd day of January 201 3, that Class 4 shares of the Funds (“Class 4 Shares”) and Class P2 shares of the Funds (“Class P2 Shares” and together with Class 4 Shares, the “shares”) shall be made available to serve as underlying investment media for certain variable annuity contracts (hereinafter called “Contract(s)”; holders of such Contracts hereinafter called “Contractholder(s)”)
PARTICIPATION AGREEMENT Among AXA EQUITABLE LIFE INSURANCE COMPANY, PIMCO VARIABLE INSURANCE TRUST, PIMCO EQUITY SERIES VIT, and PIMCO INVESTMENTS LLCParticipation Agreement • April 20th, 2022 • Separate Account A • California
Contract Type FiledApril 20th, 2022 Company JurisdictionTHIS AGREEMENT, made and entered into to be effective on the 1st day of October, 2013, by and among AXA Equitable Life Insurance Company (the “Company”), a New York 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 account hereinafter referred to individually and collectively as the “Account”), PIMCO Variable Insurance Trust and PIMCO Equity Series VIT (each a “Fund” and together the “Funds”), each a Delaware statutory trust, and PIMCO Investments LLC (the “Underwriter’’), a Delaware limited liability company.
AGREEMENT FOR SERVICES BY THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES TO AXA NETWORK, LLC AND ITS SUBSIDIARIES Agreement made as of the 1st day of January, 2000 between THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES, a New...Agreement for Services • April 19th, 2001 • Separate Account a of Equitable Life Assu Soc of the Us • New York
Contract Type FiledApril 19th, 2001 Company Jurisdiction
SIXTH AMENDMENT TO GENERAL AGENT SALES AGREEMENTGeneral Agent Sales Agreement • April 20th, 2009 • Separate Account a of Axa Equitable Life Insurance Co
Contract Type FiledApril 20th, 2009 CompanySIXTH AMENDMENT TO GENERAL AGENT SALES AGREEMENT dated as of February 15, 2008 by and between AXA EQUITABLE LIFE INSURANCE COMPANY ("AXA Equitable"), formerly known as The Equitable Life Assurance Society of the United States, a New York stock life insurance company, having offices at 1290 Avenue of the Americas, New York, New York 10104, and AXA NETWORK, LLC, a Delaware limited liability company having offices at 4251 Crums Mill Road, Harrisburg, Pennsylvania 17112 and the AXA Network subsidiaries executing this Agreement below (collectively, the "General Agent").
PARTICIPATION AGREEMENT Among VAN ECK VIP TRUST, VAN ECK SECURITIES CORPORATION, VAN ECK ASSOCIATES CORPORATION and AXA EQUITABLE LIFE INSURANCE COMPANYParticipation Agreement • April 18th, 2017 • Separate Account a of Axa Equitable Life Insurance Co • New York
Contract Type FiledApril 18th, 2017 Company JurisdictionTHIS AGREEMENT, made and entered into to be effective on October 1, 2013 by and among AXA EQUITABLE LIFE INSURANCE COMPANY, (hereinafter the “Company”), a New York life insurance company, on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto and incorporated herein by this reference, as such Schedule A may from time to time be amended by mutual written agreement of the parties hereto (each such account hereinafter referred to as the “Account”), and VAN ECK VIP TRUST, an unincorporated business trust organized under the laws of the Commonwealth of Massachusetts (hereinafter the “Fund”), VAN ECK SECURITIES CORPORATION (hereinafter the “Underwriter”), a Delaware corporation and VAN ECK ASSOCIATES CORPORATION (hereinafter the “Adviser”), a Delaware corporation.
GUARANTEED MINIMUM DEATH BENEFIT REINSURANCE AGREEMENT BetweenBenefit Reinsurance Agreement • April 19th, 2001 • Separate Account a of Equitable Life Assu Soc of the Us
Contract Type FiledApril 19th, 2001 Company
ARTICLE I Distribution Responsibility for the Variable ContractsDistribution and Servicing Agreement • August 18th, 1998 • Separate Account a of Equitable Life Assu Soc of the Us • New York
Contract Type FiledAugust 18th, 1998 Company Jurisdiction
TRANSITION AGREEMENT FOR SERVICES BY AXA NETWORK, LLC AND ITS SUBSIDIARIES TO THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES Agreement made as of the 1st day of January, 2000 between THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED...Transition Agreement • April 20th, 2001 • Separate Account a of Equitable Life Assu Soc of the Us • New York
Contract Type FiledApril 20th, 2001 Company Jurisdiction
NINETEENTH AMENDMENT TO GENERAL AGENT SALES AGREEMENTGeneral Agent Sales Agreement • April 20th, 2021 • Separate Account A
Contract Type FiledApril 20th, 2021 CompanyThis NINETEENTH AMENDMENT TO GENERAL AGENT SALES AGREEMENT, dated as of January 1, 2020, is by and between AXA EQUITABLE LIFE INSURANCE COMPANY, a New York life insurance company, formerly known as The Equitable Life Assurance Society of the United States, a New York stock life insurance company, having offices at 1290 Avenue of the Americas, New York, New York 10104 (“AXA Equitable”), and AXA NETWORK, LLC, a Delaware limited liability company having offices at 1290 Avenue of the Americas, New York, New York 10104 (“General Agent”).
TWENTY SECOND AMENDMENT TO GENERAL AGENT SALES AGREEMENTGeneral Agent Sales Agreement • April 19th, 2024 • Separate Account A
Contract Type FiledApril 19th, 2024 CompanyThis TWENTY SECOND AMENDMENT TO GENERAL AGENT SALES AGREEMENT, dated as of November 13, 2023, is by and between EQUITABLE FINANCIAL LIFE INSURANCE COMPANY (f/k/a AXA Equitable Life Insurance Company and prior thereto f/k/a The Equitable Life Assurance Society of the United States), a New York life insurance company, having offices at 1290 Avenue of the Americas, New York, New York 10104 (“Equitable Financial”), and EQUITABLE NETWORK, LLC (f/k/a AXA Network, LLC), a Delaware limited liability company having offices at 1290 Avenue of the Americas, New York, New York 10104 (“General Agent”).
AXA EQUITABLE LOGO] OWNER: JOHN DOE ANNUITANT: JOHN DOE CONTRACT NUMBER: 1234567 CONTRACT DATE: JANUARY 1, 2008 2007EVBASEA FLEXIBLE PREMIUM FIXED AND VARIABLE DEFERRED ANNUITY CONTRACT [Processing Office: EQUI-VEST Processing Office, P.O. Box 4956...Separate Account a of Axa Equitable Life Insurance Co • April 21st, 2008
Company FiledApril 21st, 2008
AXA EQUITABLE LIFE INSURANCE COMPANY AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 20th, 2021 • Separate Account A
Contract Type FiledApril 20th, 2021 CompanyTHIS AMENDMENT (“Amendment”) amends the FUND PARTICIPATION AND SERVICE AGREEMENT dated January 2, 2013 (together with any prior amendments thereto, the “Agreement”) which is hereby incorporated by reference, and is made as of September 10, 2020 by and between AXA EQUITABLE LIFE INSURANCE COMPANY (“Insurance Company”); AMERICAN FUNDS DISTRIBUTORS, INC. (“AFD”); AMERICAN FUNDS SERVICE COMPANY (“Transfer Agent”); CAPITAL RESEARCH AND MANAGEMENT COMPANY (“CRMC”); and the AMERICAN FUNDS INSURANCE SERIES (the “Series”). Capitalized terms not defined herein shall have the same meaning assigned to them in the Agreement.
FIRST AMENDMENT TO PARTICIPATION AGREEMENT Regarding FUND SHAREHOLDER REPORTS AND OTHER REQUIRED MATERIALSParticipation Agreement • April 20th, 2022 • Separate Account A
Contract Type FiledApril 20th, 2022 CompanyEquitable Financial Life Insurance Company, formerly known as AXA Equitable Life Insurance Company (the “Company”), a New York life insurance company, PIMCO Variable Insurance Trust and PIMCO Equity Series VIT (each a “Fund”), each a Delaware statutory trust and PIMCO Investments LLC (the “Underwriter”), a Delaware limited liability company, entered into a certain participation agreement dated October 1, 2013 (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of May 1, 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”). All capitalized terms used herein and not otherwise defined shall have the meaning ascribed to such terms in the Agreement (defined above).
FIRST AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 19th, 2024 • Separate Account A
Contract Type FiledApril 19th, 2024 CompanyEquitable Financial Life Insurance Company, a New York life insurance company, and Equitable Financial Life Insurance Company of America, an Arizona life insurance company (collectively, the “Company”), Principal Variable Contracts Funds, Inc., an open-end management investment company organized under the laws of Maryland (the “Fund”), Principal Global Investors, LLC, a Delaware limited liability company (the “Adviser”), and Principal Funds Distributor, Inc., a Washington corporation (the “Distributor”), entered into a certain Participation Agreement dated January 7, 2022, (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of 9/20/2023 | 2:46 PM EDT, 2023, 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 “Separate Accounts”), the Fund, the Adviser and the Dist
AXA EQUITABLE LIFE INSURANCE COMPANY GWBL ROLLOVER TRADITIONAL IRA DEFERRED VARIABLE ANNUITY CONTRACTSeparate Account a of Axa Equitable Life Insurance Co • April 23rd, 2013
Company FiledApril 23rd, 2013This Contract is issued as a traditional individual retirement annuity contract which meets the requirements of Section 408(b) of the Code (“IRA Contract”). This traditional IRA Contract is offered only to individuals who wish to directly roll over certain eligible rollover distributions, as further described within this Contract. This Contract has been issued pursuant to a conversion right in a Prior Contract.
GROUP ANNUITY CONTRACT NO.: [AC 0000] ------- CONTRACT HOLDER: [UNITED STATES TRUST COMPANY OF NEW YORK] REGISTER DATE: [September 1, 1994] ISSUED IN: [New York] This Contract is issued in consideration of payment of the Contributions under the terms...Annuity Contract • July 10th, 1998 • Separate Account a of Equitable Life Assu Soc of the Us
Contract Type FiledJuly 10th, 1998 Company
AMENDED AND RESTATED DISTRIBUTION AGREEMENTAnd Restated Distribution Agreement • April 19th, 2024 • Separate Account A
Contract Type FiledApril 19th, 2024 CompanyAMENDED AND RESTATED DISTRIBUTION AGREEMENT, dated as of November 1, 2023 by and between EQUITABLE FINANCIAL LIFE INSURANCE COMPANY, a New York company, for itself (“Equitable Financial”) and as depositor on behalf of the Equitable Financial separate accounts more particularly described herein (the “Separate Accounts”) and EQUITABLE DISTRIBUTORS, LLC (the “Distributor” or “EDL”).
AMENDED AND RESTATED AGREEMENT FOR COOPERATIVE AND JOINT USE OF PERSONNEL, PROPERTY AND SERVICES BETWEEN EQUITABLE FINANCIAL LIFE INSURANCE COMPANY AND EQUITABLE DISTRIBUTORS, LLCAnd Restated Agreement for Cooperative and Joint • April 19th, 2024 • Separate Account A
Contract Type FiledApril 19th, 2024 CompanyThis Amended and Restated Agreement (this “Agreement”) is made as of the 1st day of November 2023 (the “Effective Date”) between Equitable Financial Life Insurance Company, a New York stock life insurance company (“Equitable Financial”) and Equitable Distributors, LLC, a Delaware limited liability company (“Equitable Distributors”).
THE HUDSON RIVER TRUST SALES AGREEMENTThe Hudson River Trust Sales Agreement • July 10th, 1998 • Separate Account a of Equitable Life Assu Soc of the Us
Contract Type FiledJuly 10th, 1998 Company
ARTICLE I DEFINITIONSGeneral Agent Sales Agreement • April 19th, 2004 • Separate Account a of Equitable Life Assu Soc of the Us • New York
Contract Type FiledApril 19th, 2004 Company Jurisdiction
AGREEMENT FOR SERVICES BY THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES TO AXA NETWORK, LLC AND ITS SUBSIDIARIES Agreement made as of the 1st day of January, 2000 between THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES, a New...Agreement for Services • April 19th, 2001 • Separate Account a of Equitable Life Assu Soc of the Us • New York
Contract Type FiledApril 19th, 2001 Company Jurisdiction
CONTRACT HOLDER United States Trust Company of New York as Trustee under the Members Retirement Trust of The Equitable Life Assurance Society of the United States and the Pooled Trust for Members Retirement Plans of The Equitable Life Assurance...Contract Group • August 18th, 1998 • Separate Account a of Equitable Life Assu Soc of the Us
Contract Type FiledAugust 18th, 1998 Company
COMPANY AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 20th, 2021 • Separate Account A
Contract Type FiledApril 20th, 2021 CompanyTHIS AMENDMENT (“Amendment”) amends the Amended and Restated Participation Agreement dated March 15, 2010 (together with any prior amendments thereto, the “Agreement”) which is hereby incorporated by reference, and is made as of the Amendment Effective Date of October 23, 2020 by and between MFS VARIABLE INSURANCE TRUST (the “Trust I”); MFS VARIABLE INSURANCE TRUST II (the “Trust II”); EQUITABLE LIFE INSURANCE COMPANY OF AMERICA f/k/a AXA EQUITABLE LIFE INSURANCE COMPANY (the “Company”); and MFS FUND DISTRIBUTORS, INC. (“MFD”). Each separately being a “Party” and collectively referred to as, the “Parties”)