WITNESSETHDistribution Agreement • January 4th, 2005 • Principal Life Insurance Co Separate Account B
TABLE OF CONTENTS ARTICLE I DEFINITIONS Section 1 ----- Parties to this Contract Section 2 ----- Other Defined Terms ARTICLE II CONTRIBUTIONS AND ACCOUNTS Section 1 ----- Contributions Section 2 ----- Separate Account B Section 2A ----- Determination...Investment Agreement • December 16th, 1997 • Principal Mutual Life Insurance Company Separate Account B
WITNESSETHDistribution Agreement • June 20th, 2006 • Principal Life Insurance Co Separate Account B
SF 325 INDEX Accumulated Value............... 6 Incontestability..................20 Age (Annuitant).................20 Ownership.........................20 Annual Fee......................11 Participating.....................20...Insurance Contract • June 28th, 2000 • Principal Mutual Life Insurance Company Separate Account B
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 29th, 2024 • Principal Life Insurance Co Separate Account B
THIS AGREEMENT, made as of April 26, 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 Principal Life Insurance Company (“PLIC”) and Principal National Life Insurance Company (“PNL”), each a life insurance company organized under the laws of the State of Iowa (PLIC and PNL, collectively, the “Company”).
SF 797 FLEXIBLE PREMIUM DEFERRED VARIABLE ANNUITY CONTRACT. We agree to provide the benefits and other rights of this contract. Payment of benefits is subject to the provisions, terms, and conditions of this contract. NON-PARTICIPATING. This contract...Flexible Premium Deferred Variable Annuity Contract • September 2nd, 2005 • Principal Life Insurance Co Separate Account B
Amended and Restated Participation Agreement as of November 1, 2007Participation Agreement • February 23rd, 2015 • Principal Life Insurance Co Separate Account B • California
For each Class 2 Portfolio named on Schedule C of this Agreement, the Company's Distributor is eligible to receive a maximum annual payment rate of 0.25% stated as a percentage per year of that Portfolio's Class 2 average daily net assets, pursuant to the terms and conditions referenced below under its Class 2 Rule 12b-1 Distribution Plan.
INDEX Accumulated Value................. 6 Incontestability.................21 Age and Sex (Annuitant)...........21 Ownership........................21 Annual Fee........................11 Participating....................21 Annuitant...Variable Annuity Contract • June 28th, 2000 • Principal Mutual Life Insurance Company Separate Account B
PARTICIPATION AGREEMENTParticipation Agreement • February 23rd, 2015 • Principal Life Insurance Co Separate Account B • Massachusetts
THIS AGREEMENT, dated as of the 1st day of December, 2007 by and among PRINCIPAL 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, DWS VARIABLE SERIES II and DWS INVESTMENTS VIT FUNDS (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 h
AMENDED AND RESTATED PARTICIPATION AGREEMENT AMONG MFS VARIABLE INSURANCE TRUST, MFS VARIABLE INSURANCE TRUST II, MFS VARIABLE INSURANCE TRUST III, PRINCIPAL LIFE INSURANCE COMPANY, PRINCIPAL NATIONAL LIFE INSURANCE COMPANY, PRINCOR FINANCIAL SERVICES...Participation Agreement • February 23rd, 2015 • Principal Life Insurance Co Separate Account B • Delaware
THIS AMENDED AND RESTATED AGREEMENT, made and entered into effective the 1st day of May 2013, by and among MFS VARIABLE INSURANCE TRUST, a Massachusetts business trust ( "Trust I"), MFS VARIABLE INSURANCE TRUST II, a Massachusetts business trust ("Trust II"), MFS VARIABLE INSURANCE TRUST Ill ("Trust III") (Trust I, Trust II and Trust III each referred to, individually, as the 'Trust" and, collectively, as the 'Trusts"), Principal Life Insurance Company, an Iowa corporation, Principal National Life Insurance Company, (collectively, the "Company"), on behalf of each of the segregated asset accounts of the Company set forth in Schedule A hereto, as may be amended from time to time (the "Accounts"), Princor Financial Services Corporation ("Princor") and MFS Fund Distributors, Inc., a Delaware corporation ("MFD").
PARTICIPATION AGREEMENT AmongParticipation Agreement • April 30th, 2015 • Principal Life Insurance Co Separate Account B • New York
THIS AGREEMENT (the "Agreement"), made and entered into as of the day of December 21, 2007 by and among Principal Life Insurance Company ("Principal") on its own behalf and on behalf of each separate account of the Company named in Schedule 1 to this Agreement, as may be amended from time to time by mutual consent (hereinafter collectively the "Accounts"), and Princor Financial Services Corporation, ("Princor"), a broker-dealer affiliated with Principal, (Principal and Princor collectively are hereinafter referred to as the "Company") and Oppenheimer Variable Account Funds (hereinafter the "Fund") and OppenheimerFunds, Inc. (hereinafter the "Adviser").
SF 467 SAMPLE This contract is a legal contract between You, as the Owner, and Us, Principal Life Insurance Company. Your contract is issued based on the information You provided and the initial Purchase Payment shown on the initial Data Page. We will...Life Insurance Contract • September 15th, 1998 • Principal Mutual Life Insurance Company Separate Account B
FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • October 7th, 2014 • Principal Life Insurance Co Separate Account B • New York
Principal Life Insurance Company, Principal National Life Insurance Company (collectively "Insurance Company"), for themselves 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 1st day of May 2014, that Class 1 shares, Class 2 shares, Class 4 shares of the Funds, Class P1 Shares and Class P2 shares of the Funds (collectively, the "shares") shall be made available to serve as underlying investment media for certain variable annuity and variable life contracts (hereinafter called "Contract(s)"; holde
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 29th, 2016 • Principal Life Insurance Co Separate Account B • Delaware
THIS AGREEMENT, made and entered into this 30th day of April, 2015 (the "Agreement") by and among Principal Life Insurance Company, organized under the laws of the State of Iowa (the "Company"), on behalf of itself and each separate account of the Company named in Schedule A to this Agreement, as may be amended from time to time (each account referred to as the "Account" and collectively as the "Accounts"); Princor Financial Services Corporation (as to Section 6.1 and Schedule D only) ("Princor''); ALPS Variable Investment Trust, an open-end management investment company organized under the laws of the State of Delaware (the "Fund"); ALPS Advisors, Inc., a corporation organized under the laws of the State of Colorado and investment adviser to the Fund (the "Adviser"); and ALPS Portfolio Solutions Distributor, Inc., a corporation organized under the laws of the State of Colorado and principal underwriter/distributor of the Fund (the "Distributor").
DISTRIBUTION AGREEMENT THIS DISTRIBUTION AGREEMENT is made this _____day of_______________,19__, between Principal Life Insurance Company ("Principal"), a life insurance company organized under the laws of the State of Iowa, and Princor Financial...Distribution Agreement • September 15th, 1998 • Principal Mutual Life Insurance Company Separate Account B
Amended and Restated Participation Agreement Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc.Participation Agreement • February 23rd, 2015 • Principal Life Insurance Co Separate Account B
Franklin Templeton Variable Insurance Products Trust (the "Trust"), Franklin/Templeton Distributors, Inc. (the "Underwriter," and together with the Trust, "we," "our," or "us"), Principal Life Insurance Company, Principal National Life Insurance Company and Princor Financial Services Corporation, your distributor (collectively, the "Company" "you" or "your"), on your behalf and on behalf of certain Accounts, (individually a "Party", collectively, the "Parties") have previously entered into an Amended and Restated Participation Agreement dated November 1, 2007, and subsequently amended September 10, 2009, August 16, 2010 and November 1, 2011, and further modified by an Addendum dated May 1, 2011 (the "Agreement"). The Parties now desire to amend the Agreement by this amendment (the "Amendment"). Unless otherwise indicated, the terms defined in the Agreement shall have the same meaning in this Amendment.
BUSINESS AGREEMENTBusiness Agreement • October 7th, 2014 • Principal Life Insurance Co Separate Account B • New York
THIS AGREEMENT is entered into as of the 1st day of May, 2014 (the "Effective Date") by and among Principal Life Insurance Company ("Insurance Company"), a life insurance company organized under the laws of the State of Iowa (on behalf of itself and certain of its separate accounts); Princor Financial Services Corporation (the "Distributor"), a corporation organized under the laws of the State of Iowa; American Funds Distributors, Inc. ("AFD"), a corporation organized under the laws of the State of California; and Capital Research and Management Company ("CRMC"), a corporation organized under the laws of the State of Delaware.
AMENDED AND RESTATED PARTICIPATION AGREEMENT Among VARIABLE INSURANCE PRODUCTS FUNDS, FIDELITY DISTRIBUTORS CORPORATION and PRINCIPAL LIFE INSURANCE COMPANYParticipation Agreement • May 1st, 2008 • Principal Life Insurance Co Separate Account B • Massachusetts
THIS AMENDED AND RESTATED PARTICIPATION AGREEMENT, made and entered into as of the 20th day December, 2004 by and among PRINCIPAL LIFE INSURANCE COMPANY, f/k/a Principal Mutual 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 and VARIABLE INSURANCE PRODUCTS FUND III, each an unincorporated business trust organized under the laws of the Commonwealth of Massachusetts (each referred to hereinafter as the “Fund”).
Rule 22c-2 Shareholder Information AgreementShareholder Information Agreement • December 13th, 2016 • Principal Life Insurance Co Separate Account B
This Shareholder Information Agreement ("Agreement") is entered into as of April 16, 2007, and is among Principal Funds Distributor, Inc. ("Distributor") 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.
PRINCIPAL VARIABLE CONTRACTS FUND, INC.Participation Agreement • December 13th, 2016 • Principal Life Insurance Co Separate Account B • New York
THIS AGREEMENT is made this 5th day of January, 2007 among PRINCIPAL VARIABLE CONTRACTS FUND, INC., an open-end management investment company organized under the laws of the State of Maryland ("PVC"), PRINCIPAL FUNDS DISTRIBUTOR, INC. ("PFDI"), a principal underwriter for the shares of PVC, organized under the laws of the State of Washington (and known as WM Funds Distributor, Inc. prior to the time this Agreement becomes effective), and PRINCIPAL LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the State of Iowa (the "Company"), on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A, as may be amended from time to time (the "Accounts").
AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • December 13th, 2016 • Principal Life Insurance Co Separate Account B
This Amendment ("Amendment") is effective as of January 1, 2010 among PRINCIPAL VARIABLE CONTRACTS FUNDS, INC., an open-end management investment company organized under the laws of the State of Maryland ("PVC"), PRINCIPAL FUNDS DISTRIBUTOR, INC. ("PFDI"), a principal underwriter for the shares of PVC, organized under the laws of the State of Washington, and PRINCIPAL LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the State of Iowa (the "Company"), on its own behalf and on behalf of each segregated asset Account of the Company as referenced in the Agreement.
December 30, 2009Participation Agreement • December 13th, 2016 • Principal Life Insurance Co Separate Account B
PARTICIPATION AGREEMENT Among Rydex Variable Trust, Guggenheim Variable Funds Trust, Guggenheim Funds Distributors, LLC AndParticipation Agreement • April 29th, 2016 • Principal Life Insurance Co Separate Account B • Delaware
THIS AGREEMENT, made and entered into as of this 1st day of May, 2015 by and among Principal Life Insurance Company (hereinafter the "Company"), an Iowa company, on its own behalf and on behalf of each Account (defined below), RYDEX VARIABLE TRUST, a Delaware statutory trust, GUGGENHEIM VARIABLE FUNDS TRUST, a Delaware statutory trust and GUGGENHEIM FUNDS DISTRIBUTORS, LLC (hereinafter the "Underwriter"), a Delaware limited liability company.
November 9, 2011Participation Agreement • December 13th, 2016 • Principal Life Insurance Co Separate Account B
FOURTH AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • February 23rd, 2015 • Principal Life Insurance Co Separate Account B
This Fourth Amendment (this "Amendment") to the Participation Agreement is hereby executed as of April 10, 2013, by and among PRINCIPAL LIFE INSURANCE COMPANY ("PLIC"), PRINCIPAL NATIONAL LIFE INSURANCE COMPANY ("PNL") (PUC and PNL are collectively referred to as the "Company"), on the Company's own behalf and on behalf of the segregated asset accounts of the Company designated in Schedule A, DWS VARIABLE SERIES I, DWS VARIABLE SERIES II and DWS INVESTMENTS VIT FUNDS (individually a "Fund" and collectively, the "Funds"), DWS INVESTMENTS DISTRIBUTORS, INC. (formerly DWS SCUDDER DISTRIBUTORS, INC.) (the "Underwriter"), and DEUTSCHE INVESTMENT MANAGEMENT AMERICAS INC. (the "Adviser").
AMENDMENT TO INTERMEDIARY AGREEMENTS AND NEW INTERMEDIARY AGREEMENTSIntermediary Agreement • February 23rd, 2015 • Principal Life Insurance Co Separate Account B
THIS AMENDMENT AND AGREEMENT made this 22nd day of October, 2010, and effective as of the Effective Date (as defined below), by and among Allianz Global Investors Fund Management LLC ("AGIFM"), Pacific Investment Management Company LLC ("PIMCO") and Principal Life Insurance Company ("Intermediary").
NOVATION OF AND AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • February 23rd, 2015 • Principal Life Insurance Co Separate Account B
THIS NOVATION OF AND AMENDMENT TO PARTICIPATION AGREEMENT made this 22nd day of October, 2010, and effective as of the Effective Date (as defined below), by and among Allianz Global Investors Distributors LLC ("AGID"), PIMCO Investments LLC ("PI"), PIMCO Variable Insurance Trust (the "Fund") and Principal Life Insurance Company (the "Company'').
SECOND AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • February 23rd, 2015 • Principal Life Insurance Co Separate Account B
This Second Amendment (this ''Amendment") to the Participation Agreement by and among DWS VARIABLE SERIES I, DWS VARIABLE SERIES II and DWS INVESTMENTS VIT FUNDS (each a "Fund" and collectively, the "Funds''), DEUTSCHE INVESTMENT MANAGEMENT AMERICAS INC. (the "Adviser"), DWS INVESTMENTS DISTRIBUTORS, INC. (the "Distributor"), and PRINCIPAL LIFE INSURANCE COMPANY (the "Company") dated as of December 1, 2007 (the "Participation Agreement"), is effective as of May 1, 2011. All capitalized terms used herein and not otherwise defined shall have the meaning ascribed to such term in the Participation Agreement.
AMENDMENT TO INTERMEDIARY AGREEMENTS AND NEW INTERMEDIARY AGREEMENTSIntermediary Agreement • February 23rd, 2015 • Principal Life Insurance Co Separate Account B
THIS AMENDMENT AND AGREEMENT made this 22nd day of October, 2010, and effective as of the Effective Date (as defined below), by and among Allianz Global Investors Distributors LLC ("AGID"), PIMCO Investments LLC ("PI") and Principal Life Insurance Company ("Intermediary").
AMENDMENT NO. 7 TO SHAREHOLDER SERVICES AGREEMENTShareholder Services Agreement • February 23rd, 2015 • Principal Life Insurance Co Separate Account B
This AMENDMENT NO. 7 TO SHAREHOLDER SERVICES AGREEMENT (“Amendment”) is made and entered into as of March 20, 2014 by and among PRINCIPAL LIFE INSURANCE COMPANY (“PLIC”), PRINCIPAL NATIONAL LIFE INSURANCE COMPANY (together with PLIC, the “Company”), AMERICAN CENTURY INVESTMENT MANAGEMENT (“ACIM”), and AMERICAN CENTURY INVESTMENT SERVICES (“ACIS”). Capitalized terms not otherwise defined herein shall have the meaning ascribed to them in the Agreement (defined below).
FUND/SERV AND NETWORKING SUPPLEMENT TO AMENDED AND RESTATED PARTICIPATION AGREEMENT BY AND AMONG PRINCIPAL LIFE INSURANCE COMPANY, PRINCIPAL NATIONAL LIFE INSURANCE COMPANY, MFS VARIABLE INSURANCE TRUST,Participation Agreement • February 23rd, 2015 • Principal Life Insurance Co Separate Account B • New York
This Fund/SERV and Networking Supplement, dated as of May 1, 2013 (the “Supplement"), to the Participation Agreement, dated as of May 1, 2013, by and among Principal Life Insurance Company, Principal National Life Insurance Company (collectively, the "Company"), MFS Variable Insurance Trust ("Trust I"), MFS Variable Insurance Trust II ("Trust II"), MFS Variable Insurance Trust III (Trust I, Trust II and Trust III are each referred to herein as the "Trust'' and, collectively, as the "Trusts") and MFS Fund Distributors, Inc. ("MFD") (the "Agreement").
PARTICIPATION AGREEMENT BY AND AMONG AIM VARIABLE INSURANCE FUNDS, INC., PRINCIPAL LIFE INSURANCE COMPANY, ON BEHALF OF ITSELF AND ITS SEPARATE ACCOUNTS, AND PRINCOR FINANCIAL SERVICES CORPORATIONParticipation Agreement • May 1st, 2008 • Principal Life Insurance Co Separate Account B • Maryland
THIS AGREEMENT, made and entered into as of the 8th day of June ,1999 (“Agreement”), by and among AIM Variable Insurance Funds, Inc., a Maryland corporation (“AVIF”), Principal Life Insurance Company, an Iowa life insurance company (“LIFE COMPANY”), on behalf of itself and each of its segregated asset accounts listed in Schedule A hereto, as the parties hereto may amend from time to time (each, an “Account,” and collectively, the “Accounts”); and Pirncor Financial Services Corporation, an affiliate of LIFE COMPANY and the principal underwriter of the Contracts (“UNDERWRITER”) (collectively, the “Parties”).
Neuberger Berman Management Inc. 605 Third Avenue 2nd Floor New York, NY 10158-0180 Tel. 212.476.8800Distribution and Administrative Services Agreement • May 1st, 2008 • Principal Life Insurance Co Separate Account B
This is a Distribution and Administrative Services Agreement between Neuberger Berman Management Inc. (“NBMI”) and Principal Life Insurance Company (“Principal Life”) and Princor Financial Services Corporation (“Princor”) (together, Principal Life and Princor are the “Company”), effective as of the 15th day of September, 2004 (the “Services Agreement”). Principal Life is a life insurance company and Princor is a broker-dealer that is affiliated with Principal Life and serves as the principal underwriter for variable annuity and/or variable life insurance contracts issued by Principal Life.
BROKER-DEALER MARKETING AND SERVICING AGREEMENT FOR VARIABLE ANNUITY CONTRACTSBroker-Dealer Marketing and Servicing Agreement • June 17th, 2004 • Principal Life Insurance Co Separate Account B
SERVICE AGREEMENT dated as of November 28, 2007 amongService Agreement • February 23rd, 2015 • Principal Life Insurance Co Separate Account B
The parties have previously entered into the Agreement and have now agreed to amend the Agreement by the terms of this Fourth Amendment (this "Fourth Amendment") retroactively to the effective date of May 1, 2009.
