EXHIBIT (8)(m)(2)
FORM OF AMENDMENT TO PARTICIPATION AGREEMENT
(MFS)
ADDENDUM TO PARTICIPATION AGREEMENT
-----------------------------------
Amendment No. 3 to the Amended and Restated Participation Agreement, dated
as of July 1, 2001, by and among MFS VARIABLE INSURANCE TRUST, MASSACHUSETTS
FINANCIAL SERVICES COMPANY, and TRANSAMERICA LIFE INSURANCE COMPANY (the
"Agreement").
Schedule A of the Agreement is hereby deleted in its entirety and replaced
with the following:
SCHEDULE A
Effective May 1, 2002
ACCOUNTS, POLICIES AND PORTFOLIOS
SUBJECT TO THE PARTICIPATION AGREEMENT
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Name of Separate Account Share Class
and Date Established by Policies Funded (Initial or Portfolios
Board of Directors by Separate Account Service Class) Applicable to Policies
------------------------------------------------------------------------------------------------------------------------------------
Retirement Builder Transamerica Life Initial MFS Emerging Growth Series
Variable Annuity Account Insurance Company MFS Investors Growth Stock Series
March 29, 1996 Policy Form No. MFS New Discovery Series
AV288 000 000 000 MFS Research Series
(including successor forms, addenda MFS Total Return Series
and endorsements-may vary by state) MFS Utilities Series
under marketing names:
"Retirement Income Builder II
Variable Annuity" and "Portfolio
Select Variable Annuity"
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Legacy Builder Variable Transamerica Life Initial MFS Emerging Growth Series
Life Insurance Company MFS Research Series
Separate Account Policy Form No. MFS Total Return Series
November 20, 1998 WL851 136 58 699 MFS Utilities Series
under the marketing name
"Legacy Builder Plus" and
"Estate Enhancer"
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Separate Account VA B Transamerica Life Service MFS Total Return Series
January 19, 1990 Insurance Company MFS New Discovery Series
Policy Form No.
AV720 000 000 000
under the marketing name
"Transamerica Landmark
Variable Annuity" and
"Transamerica Freedom
Variable Annuity"
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Separate Account VA C Transamerica Life Service MFS Total Return Series
February 20, 1997 Insurance Company MFS New Discovery Series
Policy Form No.
AV710 101 147 102
under the marketing name
"Transamerica EXTRA
Variable Annuity"
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ACCOUNTS, POLICIES AND PORTFOLIOS
SUBJECT TO THE PARTICIPATION AGREEMENT continued...
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Name of Separate Account Share Class
and Date Established by Policies Funded (Initial or Portfolios
Board of Directors by Separate Account Service Class) Applicable to Policies
-----------------------------------------------------------------------------------------------------------------------------
Separate Account VA D Transamerica Life Service MFS Total Return Series
February 20, 1997 Insurance Company MFS New Discovery Series
Policy Form No.
AV474 101 122 1099
under the marketing name
"Transamerica Access
Variable Annuity"
---------------------------------------------------------------------------------------------------------------------------------
Separate Account VA E Transamerica Life Initial MFS Bond Series
February 20, 1997 Insurance Company MFS Capital Opportunities Series
Policy Form No. MFS Emerging Growth Series
AV288 000 000 000 MFS Investors Growth Stock Series
(including successor forms, addenda MFS New Discovery Series
and endorsements-may vary by state) MFS Research Series
under the marketing name MFS Utilities Series
"Privilege Select Variable Annuity"
---------------------------------------------------------------------------------------------------------------------------------
Separate Account VA F Transamerica Life Service MFS Emerging Growth Series
May 15, 2000 Insurance Company MFS Investors Growth Stock Series
Policy Form No. MFS Utilities Series
AV288-101-985-796
(including successor forms, addenda
and endorsements-may vary by state)
under the marketing name
"Premier Asset Builder
Variable Annuity"
-------------------------------------------------------------------------------------------------------------------------------
Separate Account VA I Transamerica Life Service MFS Investors Growth Stock Series
May 15, 2000 Insurance Company MFS Research Series
Policy Form No. MFS Total Return Series
AV288-101-985-796
(including successor forms, addenda
and endorsements-may vary by state)
under the marketing name
"Principal-Plus Variable Annuity"
-------------------------------------------------------------------------------------------------------------------------------
Separate Account VA J Transamerica Life Service MFS Emerging Growth Series
May 15, 2000 Insurance Company MFS Research Series
Policy Form No. MFS Total Return Series
AVI 200 1 0100 MFS Utilities Series
(including successor forms, addenda
and endorsements-may vary by state)
under the marketing name
"Immediate Income Builder II"
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2
ACCOUNTS, POLICIES AND PORTFOLIOS
SUBJECT TO THE PARTICIPATION AGREEMENT continued...
---------------------------------------------------
--------------------------------------------------------------------------------------------------------------------------------
Name of Separate Account Share Class
and Date Established by Policies Funded (Initial or Portfolios
Board of Directors by Separate Account Service Class) Applicable to Policies
--------------------------------------------------------------------------------------------------------------------------------
Separate Account VA K Transamerica Life Service MFS Emerging Growth Series
July 10, 2001 Insurance Company MFS Research Series
Policy Form No. MFS Total Return Series
AV721 101 149 1001 MFS Utilities Series
under the marketing name
"Retirement Income Builder
III Variable Annuity"
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IN WITNESS WHEREOF, each of the parties hereto has caused this
Agreement to be executed in its name and on its behalf by its duly authorized
representative and its seal to be hereunder affixed hereto as of the date
specified above.
TRANSAMERICA LIFE INSURANCE COMPANY
By its authorized officer,
By:_______________________________
Xxxxx X. Xxxxxx
President
MFS VARIABLE INSURANCE TRUST, on behalf of the
Portfolios
By its authorized officer and not individually,
By:________________________________
Name:______________________________
Title:_____________________________
MASSACHUSETTS FINANCIAL SERVICES COMPANY
By its authorized officer,
By:_______________________________
Name:_____________________________
Title:____________________________
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