PARTICIPATION AGREEMENT AMENDMENT NO. 5 Effective as of December 31, 2003
AMENDMENT NO. 5
Effective as of December 31, 2003
THIS AGREEMENT, made and entered into as of the 1st day of May, 2001 ("Agreement"), and amended on September 1, 2001, April 1, 2002, August 5, 2002, and October 24, 2002, by and among Sun Life Assurance Company of Canada (U.S.), a Delaware life insurance company ("Insurer") (on behalf of itself and certain of its "Separate Accounts,"); Clarendon Insurance Agency, Inc., a Massachusetts corporation ("Contracts Distributor"), the principal underwriter with respect to the Contracts; Alliance Capital Management L.P., a Delaware limited partnership ("Adviser"), the investment adviser of the Fund; and Alliance Fund Distributors, Inc., a Delaware corporation ("Distributor"), the Fund's principal underwriter (collectively, the "Parties") is hereby amended as follows:
1. Schedule A of the Agreement is deleted in its entirety and replaced with the following:
The separate accounts shown on Schedule B may invest in the following Portfolios of the AllianceBernstein Variable Products Series Fund, Inc.:
AllianceBernstein Growth Portfolio
AllianceBernstein Global Bond Portfolio
AllianceBernstein Growth and Income Portfolio
AllianceBernstein International Portfolio
AllianceBernstein Premier Growth Portfolio
AllianceBernstein Quasar Portfolio
AllianceBernstein Real Estate Portfolio
AllianceBernstein Technology Portfolio
AllianceBernstein Total Return Portfolio
AllianceBernstein Worldwide Privatization Portfolio
2. Schedule B of the Agreement is deleted in its entirety and replaced with the following:
SCHEDULE B
Separate Accounts and Associated Contracts
Shares of the Funds of the Trust shall be made available as investments for the following Separate Accounts:
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 |
Futurity Accolade Variable and Fixed Annuity Contract |
|
July 13, 1989 (continued) |
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 |
|
Sun Life of Canada (U.S.) Variable Account G |
Futurity Corporate Variable Universal Life |
July 25, 1996 |
Insurance Policies |
VUL-COLI-97 |
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 I |
Futurity Protector Variable Universal Life Insurance |
December 1, 1998 |
Policies |
Futurity Survivorship II Variable Universal Life |
|
Insurance Policies |
|
SVUL-2001 |
|
Futurity Accumulator Variable Universal Life Insurance |
|
Policies |
|
Futurity Protector II Variable Universal Life Insurance |
|
Policies |
|
DBVUL-2001 |
|
Futurity Accumulator II Variable Universal Life Insurance |
|
Policies |
|
CVVUL-2001 |
|
Keyport Variable Account A |
Keyport Latitude Variable Annuity Contracts |
BVA(1)/CERT, BVA(1)/IND and BVA(1) |
|
Keyport Vista Variable Annuity Contract |
|
DVA(1)/CERT, DVA(1)/IND and DVA(1) |
|
Keyport Charter Variable Annuity Contract |
|
DVA(1)/CERT, DVA(1)/IND and DVA(1) |
|
Keyport Advisor Charter Variable Annuity Contract |
|
DVA(1)/CERT, DVA(1)/IND and DVA(1) |
|
Keyport Advisor Vista Variable Annuity Contract |
|
DVA(1)/CERT, DVA(1)/IND and DVA(1) |
|
Keyport Advisor Variable Annuity Contract |
|
DVA(1)/CERT, DVA(1)/IND and DVA(1) |
|
Keyport Optima Variable Annuity Contract |
|
DVA(1)/CERT, DVA(1)/IND and DVA(1) |
|
Keyport Advisor Optima Variable Annuity Contract |
|
DVA(1)/CERT, DVA(1)/IND and DVA(1) |
|
IN WITNESS WHEREOF, the Parties have caused this Amendment to be executed in their names and on their behalf by and through their duly authorized officers signing below.
Effective Date: December 31, 2003
SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.) |
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By: |
_________________________________________ |
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Name: Xxxxxx X. Xxxxxxxxxxx |
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Title: Vice President, Annuities Division |
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By: |
_________________________________________ |
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For the Secretary |
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Name: Xxxxxx X. Xxxx |
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Title: Assistant Vice President and Senior Counsel |
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CLARENDON INSURANCE AGENCY, INC. |
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By: |
______________________________________ |
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For the President |
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Name: Xxxxxx X. Xxxxx |
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Title: Secretary & Clerk |
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By: |
______________________________________ |
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For the Secretary |
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Name: Xxxxxxx X. Xxxxx |
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Title: Assistant Secretary |
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ALLIANCE CAPITAL MANAGEMENT LP |
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By: |
Alliance Capital Management Corporation, |
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its General Partner |
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By: |
_____________________________________ |
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Name: |
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Title: |
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ALLIANCE FUND DISTRIBUTORS, INC. |
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By: |
_____________________________________ |
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Name: |
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Title: |