PARTICIPATION AGREEMENT AMENDMENT NO. 5
EXHIBIT (8i)(i)
AMENDMENT NO. 5
This Agreement, made and entered into as of the 30th day of April, 2001 and amended on September 1, 2001, April 1, 2002, August 5, 2002 and December 31, 2002 (the "Agreement") by and among SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.), a life insurance company organized as a corporation under the laws of the State of Delaware, SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK, an insurance company organized under the laws of the State of New York, (each of which is hereinafter referred to as the "Company") on its own behalf and on behalf of each separate 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"), RYDEX VARIABLE TRUST (hereinafter the "Trust"), a Delaware business trust, and RYDEX DISTRIBUTORS, INC. (hereinafter the "Underwriter"), a Maryland corporation, is hereby amended as follows:
1. Schedule A and Schedule B are hereby deleted in their entirety and replaced with the following:
Schedule A
Separate Accounts and Associated Contracts
Shares of the Funds of the Trust shall be made available as investments for the following Separate Accounts:
Name of Separate Account and |
Form Number and Name of Contract |
Date Established by Board of Directors |
Funded By Separate Account |
Sun Life of Canada (U.S.) Variable Account F |
Futurity II Variable and Fixed Annuity Contract |
July 13, 1989 |
RP-GR-CONT-98-1 |
RP-IND-MVA-98-1 |
|
Futurity III Variable and Fixed Annuity Contract |
|
RCH-IND-MVA-00-1 |
|
RCH-GR-CERT-00-1 |
|
RCH-INDMVAPR-00-1 |
|
RCH-GRCERT-PR-00-1 |
|
Futurity Focus II Variable and Fixed Annuity Contract |
|
FII-IND-MVA-00-1 |
|
FII-GR-CERT-00-1 |
|
FII-IND-MVAPR-00-1 |
|
FII-GR-CERTPR-00-1 |
|
Name of Separate Account and |
Form Number and Name of Contract |
Date Established by Board of Directors |
Funded By Separate Account |
Sun Life of Canada (U.S.) Variable Account F |
Futurity Accolade Variable and Fixed Annuity |
July 13, 1989 |
Contract |
FA-IND-MVA-99-1 |
|
XX-XX-XXXX-00-0 |
|
XX-XXX-XXXXX-00-0 |
|
XX-XX-XXXXXX-00-0 |
|
Futurity Select Four Variable and Fixed |
|
Annuity Contract |
|
RFF-IND-MVA-00-1 |
|
RFF-GR-CERT-00-1 |
|
RFF-INDMVAPR-00-1 |
|
RFF-GRCERT-PR-00-1 |
|
Futurity Select Four Plus Variable and Fixed |
|
Annuity Contract |
|
RFFII-IND-MVA-02 |
|
RFFII-IND-MVAPR-0 |
|
RFII-GR-CERT-02 |
|
RFII-GR-CERTPR-02 |
|
Futurity Select Seven Variable and Fixed |
|
Annuity Contract |
|
RCHII-IND-MVA-02 |
|
Futurity Select Freedom Variable and Fixed |
|
Annuity Contract |
|
FIIII-IND-MVA-02 |
|
Futurity Select Incentive Variable and Fixed |
|
Annuity Contract |
|
FAII-IND-MVA-02 |
|
All-Star Variable and Fixed Annuity Contract |
|
RFFII-IND-MVA-02 |
|
RFFII-IND-MVAPR-0 |
|
RFII-GR-CERT-02 |
|
RFII-GR-CERTPR-02 |
|
All-Star Traditions Variable and Fixed |
|
Annuity Contract |
|
RCHII-IND-MVA-02 |
|
All-Star Freedom Variable and Fixed |
|
Annuity Contract |
|
FIIII-IND-MVA-02 |
|
All-Star Extra Variable and Fixed Annuity Contract |
|
FAII-IND-MVA-02 |
Name of Separate Account and |
Form Number and Name of Contract |
Date Established by Board of Directors |
Funded By Separate Account |
Sun Life of Canada (U.S.) Variable Account G |
Sun Life Corporate Variable Universal Life Insurance |
July 25, 1996 |
Policies |
VUL-COLI-97 |
|
Futurity Corporate Variable Universal Life Insurance |
|
Policies |
|
VUL-COLI-97 |
|
Sun Life (N.Y.) Variable Account C |
Futurity Accolade NY Variable and Fixed Annuity |
October 18, 1985 |
Contract |
Sun Life (N.Y.) KBL Variable Account A |
Keyport Vista Variable Annuity Contract |
February 6, 1998 |
DVA(1)/CERT(NY) and DVA(1)(NY) |
Keyport Charter Variable Annuity Contract |
|
DVA(1)/CERT(NY) and DVA(1)(NY) |
|
Keyport Latitude Variable Annuity Contract |
|
BVA(1)/CERT(NY) and BVA(1)(NY) |
|
Sun Life (U.S.) Keyport Variable Account A |
Keyport Vista Variable Annuity Contract |
January 30, 1996 |
DVA(1)/CERT, DVA(1)/IND and DVA(1) |
Keyport Charter Variable Annuity Contract |
|
DVA(1)/CERT, DVA(1)/IND and DVA(1) |
|
Keyport Latitude Variable Annuity Contract |
|
BVA(1)/CERT, BVA(1)/IND and BVA(1) |
|
Rydex Annuity Variable Annuity Contract |
|
DVA(2)/RY |
Schedule B
Available Funds of the Trust
The Separate Account(s) shown on Schedule A may invest in the following Portfolios of the Fund.
- Financial Services
- Health Care
- Nova
- OTC
- Ursa Fund
- Arktos Fund
- Large-Cap Europe Fund
- Large-Cap Japan Fund
- Banking Fund
- Basic Materials Fund
- Biotechnology Fund
- Consumer Products Fund
- Electronics Fund
- Energy Fund
- Energy Services Fund
- Internet Fund
- Juno Fund
- Leisure Fund
- Medius Fund
- Mekros Fund
- Precious Metals Fund
- Real Estate Fund
- Retailing Fund
- Technology Fund
- Telecommunications Fund
- Titan 500 Fund
- Transportation Fund
- Utilities Fund
- U.S. Government Bond Fund
- U.S. Government Money Market Fund
- Velocity 100 Fund
IN WITNESS WHEREOF, each of the parties hereto has caused this Amendment to be executed in its name and on its behalf by its duly authorized representative as of December 31, 2003.
SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) |
||||
By: |
_________________________________________ |
|||
For the President |
||||
Name: Xxxxxx X. Xxxxxxxxxxx |
||||
|
Title: Vice President, Annuities Division |
|||
By: |
_________________________________________ |
|||
For the Secretary |
||||
Name: Xxxxxx X. Xxxx |
||||
Title: Assistant Vice President and Senior Counsel |
||||
SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK |
||||
By: |
_________________________________________ |
|||
For the President |
||||
Name: Xxxxxx X. Xxxxxxxxxxx |
||||
|
Title: Vice President, Annuities |
|||
By: |
_________________________________________ |
|||
For the Secretary |
||||
Name: Xxxxxx X. Xxxx |
||||
Title: Assistant Vice President and Senior Counsel |
||||
RYDEX VARIABLE TRUST |
||||
By: |
_________________________________________ |
|||
Name: |
||||
Title: |
||||
RYDEX DISTRIBUTORS, INC. |
||||
By: |
_________________________________________ |
|||
Name: |
||||
Title: |
||||