Amendment No. 2 to Participation Agreement Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc. Sun Life Assurance Company of Canada (U.S.) Sun Life Insurance and Annuity Company of New York Clarendon Insurance...
Exhibit (8d)(i)
Amendment No. 2 to Participation Agreement
Franklin Xxxxxxxxx Variable Insurance Products Trust
Franklin/Xxxxxxxxx Distributors, Inc.
Sun Life Assurance Company of Canada (U.S.)
Sun Life Insurance and Annuity Company of New York
Clarendon Insurance Agency, Inc.
The participation agreement, dated as of September 16, 2002 and as amended on December 31, 2002, by and among Franklin Xxxxxxxxx Variable Insurance Products Trust, Franklin/Xxxxxxxxx Distributors, Inc., Sun Life Assurance Company of Canada (U.S.), Sun Life Insurance and Annuity Company of New York and Clarendon Insurance Agency, Inc. (the "Agreement") is hereby amended as follows:
Schedule D of the Agreement is deleted in its entirety and is replaced with the following:
Schedule D
Contracts of the Company
# |
Insurance Company |
Product Name Registered Y/N 1933 Act #, State Form ID |
Separate Account Name Registered Y/N 1940 Act # |
Classes of Shares and Portfolios |
01 |
Sun Life Assurance Company of Canada (U.S.) |
Regatta Masters Choice Annuity Contract Yes #333-83516 Form ID: RCHII-IND-MVA-02 |
Sun Life of Canada (U.S.) Variable Account F Yes #811-05846 |
Class 2 shares: Franklin Small Cap Value Securities Fund Mutual Shares Securities Fund Xxxxxxxxx Foreign Securities Fund |
02 |
Sun Life Assurance Company of Canada (U.S.) |
Regatta Masters Extra Annuity Contract Yes #333-83362 Form ID: FAII-IND-MVA-02 |
Sun Life of Canada (U.S.) Variable Account F Yes #811-05846 |
Class 2 shares: Franklin Small Cap Value Securities Fund Mutual Shares Securities Fund Xxxxxxxxx Foreign Securities Fund |
03 |
Sun Life Assurance Company of Canada (U.S.) |
Regatta Masters Access Annuity Contract Yes #333-83364 Form ID: FIIII-IND-MVA-02 |
Sun Life of Canada (U.S.) Variable Account F Yes #811-05846 |
Class 2 shares: Franklin Small Cap Value Securities Fund Mutual Shares Securities Fund Xxxxxxxxx Foreign Securities Fund |
04 |
Sun Life Assurance Company of Canada (U.S.) |
Regatta Masters Flex Annuity Contract Yes #333-74972 Form ID: FIIII-IND-MVA-02 |
Sun Life of Canada (U.S.) Variable Account F Yes #811-05846 |
Class 2 shares: Franklin Small Cap Value Securities Fund Mutual Shares Securities Fund Xxxxxxxxx Foreign Securities Fund |
05 |
Sun Life Insurance and Annuity Company of New York |
Regatta Masters Extra NY Annuity Contract Yes #333-99907 Form ID: NY-FAII-02 |
Sun Life (NY) Variable Account C Yes |
Class 2 shares: Franklin Small Cap Value Securities Fund Mutual Shares Securities Fund Xxxxxxxxx Foreign Securities Fund |
# |
Insurance Company |
Product Name Registered Y/N 1933 Act #, State Form ID |
Separate Account Name Registered Y/N 1940 Act # |
Classes of Shares and Portfolios |
06 |
Sun Life Assurance Company of Canada (U.S.) |
Regatta Masters Access NY Annuity Contract Yes #333-83364 Form ID: NY-FII-02 |
Sun Life (NY) Variable Account C Yes #811-04440 |
Class 2 shares: Franklin Small Cap Value Securities Fund Mutual Shares Securities Fund Xxxxxxxxx Foreign Securities Fund |
07 |
Sun Life Assurance Company of Canada (U.S.) |
Regatta Masters Flex NY Annuity Contract Yes #333-100474 Form ID: NY-RFII-02 |
Sun Life (NY) Variable Account C Yes #811-04440 |
Class 2 shares: Franklin Small Cap Value Securities Fund Mutual Shares Securities Fund Xxxxxxxxx Foreign Securities Fund |
08 |
Sun Life Assurance Company of Canada (U.S.) |
Futurity Focus Annuity Contract Yes #333-05227 Form ID: RC-MVA-CONT-96 RC-MVA-CERT-96 |
Sun Life of Canada (U.S.) Variable Account F Yes #811-05846 |
Class 2 shares: Xxxxxxxxx Foreign Securities Fund Xxxxxxxxx Growth Securities Fund |
09 |
Sun Life Assurance Company of Canada (U.S.) |
Futurity II Annuity Contract Yes #333-41628 Form ID: RP-GR-CONT-98-1 RP-IND-MVA-98-1 |
Sun Life of Canada (U.S.) Variable Account F Yes #811-05846 |
Class 2 shares: Xxxxxxxxx Foreign Securities Fund Xxxxxxxxx Growth Securities Fund |
10 |
Sun Life Assurance Company of Canada (U.S.) |
Futurity Focus II Annuity Contract Yes #333-31248 Form ID: FII-IND-MVA-00-1 XXX-XX-XXXX-00-0 XXX-XXX-XXXXX-00-0 XXX-XX-XXXXXX-00-0 |
Sun Life of Canada (U.S.) Variable Account F Yes #811-05846 |
Class 2 shares: Xxxxxxxxx Foreign Securities Fund Xxxxxxxxx Growth Securities Fund |
11 |
Sun Life Assurance Company of Canada (U.S.) |
Futurity Select Four Annuity Contract Yes #333-41438 Form ID: REF-IND-MVA-00-1 REF-GR-CERT-00-1 REF-INDMVAPR-00-1 REF-GRCERT-PR-00-1 |
Sun Life of Canada (U.S.) Variable Account F Yes #811-05846 |
Class 2 shares: Xxxxxxxxx Foreign Securities Fund Xxxxxxxxx Growth Securities Fund |
12 |
Sun Life Assurance Company of Canada (U.S.) |
Futurity Select Seven Annuity Contract Yes #333-83516 Form ID: CHII-IND-MVA-02 |
Sun Life of Canada (U.S.) Variable Account F Yes #811-05846 |
Class 2 shares: Xxxxxxxxx Foreign Securities Fund Xxxxxxxxx Growth Securities Fund |
# |
Insurance Company |
Product Name Registered Y/N 1933 Act #, State Form ID |
Separate Account Name Registered Y/N 1940 Act # |
Classes of Shares and Portfolios |
19 |
Sun Life Assurance Company of Canada (U.S.) |
Futurity Protector Variable Universal Life Insurance Policies Yes #333-68601 Form ID: DBVUL-2001 |
Sun Life of Canada (U.S.) Variable Account I Yes #811-09137 |
Class 2 shares: Xxxxxxxxx Foreign Securities Fund Xxxxxxxxx Growth Securities Fund |
20 |
Sun Life Assurance Company of Canada (U.S.) |
Futurity Accumulator Variable Universal Life Insurance Policies Yes #333-59662 Form ID: CVVUL-2001 |
Sun Life of Canada (U.S.) Variable Account I Yes #811-09137 |
Class 2 shares: Xxxxxxxxx Foreign Securities Fund Xxxxxxxxx Growth Securities Fund |
21 |
Sun Life Assurance Company of Canada (U.S.) |
Futurity Survivorship II Variable Universal Life Insurance Policies Yes #333-94359 Form ID: SVUL-2001 |
Sun Life of Canada (U.S.) Variable Account I Yes #811-09137 |
Class 2 shares: Xxxxxxxxx Foreign Securities Fund Xxxxxxxxx Growth Securities Fund |
22 |
Sun Life Insurance and Annuity Company of New York |
Futurity Accolade NY Annuity Contract Yes #333-67864 Form ID: NY-FA-01 |
Sun Life (NY) Variable Account C Yes #811-04440 |
Class 2 shares: Xxxxxxxxx Foreign Securities Fund Xxxxxxxxx Growth Securities Fund |
23 |
Sun Life Assurance Company of Canada (U.S.) |
Futurity Protector II Variable Universal Life Insurance Policies Yes #333-100831 Form ID: DBVUL-2001 |
Sun Life of Canada (U.S.) Variable Account I Yes #811-09137 |
Class 2 shares: Xxxxxxxxx Foreign Securities Fund Xxxxxxxxx Growth Securities Fund |
24 |
Sun Life Assurance Company of Canada (U.S.) |
Futurity Accumulator II Variable Universal Life Insurance Policies Yes #333-100829 Form ID: CVVUL-2001 |
Sun Life of Canada (U.S.) Variable Account I Yes #811-09137 |
Class 2 shares: Xxxxxxxxx Foreign Securities Fund Xxxxxxxxx Growth Securities Fund |
25 |
Sun Life Assurance Company of Canada (U.S.) |
All-Star Annuity Contract Yes #333-74844 Form ID: RFFII-IND-MVA-02 |
Sun Life of Canada (U.S.) Variable Account F Yes #811-05846 |
Class 2 shares: Xxxxxxxxx Foreign Securities Fund Franklin Growth and Income Fund Mutual Shares Securities Fund |
26 |
Sun Life Assurance Company of Canada (U.S.) |
All-Star Traditions Annuity Contract Yes #333-83516 Form ID: RCHII-IND-MVA-02 |
Sun Life of Canada (U.S.) Variable Account F Yes #811-05846 |
Class 2 shares: Xxxxxxxxx Foreign Securities Fund Franklin Growth and Income Fund Mutual Shares Securities Fund |
27 |
Sun Life Assurance Company of Canada (U.S.) |
All-Star Freedom Annuity Contract Yes #333-83364 Form ID: FIIII-IND-MVA-02 |
Sun Life of Canada (U.S.) Variable Account F Yes #811-05846 |
Class 2 shares: Xxxxxxxxx Foreign Securities Fund Franklin Growth and Income Fund Mutual Shares Securities Fund |
# |
Insurance Company |
Product Name Registered Y/N 1933 Act #, State Form ID |
Separate Account Name Registered Y/N 1940 Act # |
Classes of Shares and Portfolios |
28 |
Sun Life Assurance Company of Canada (U.S.) |
All-Star Extra Annuity Contract Yes #333-83362 Form ID: FAII-IND-MVA-02 |
Sun Life of Canada (U.S.) Variable Account F Yes #811-05846 |
Class 2 shares: Xxxxxxxxx Foreign Securities Fund Franklin Growth and Income Fund Mutual Shares Securities Fund |
29 |
Sun Life Insurance and Annuity Company of New York |
All-Star NY Annuity Contract Yes #333-100474 Form ID: NY-RFF-02 |
Sun Life (NY) Variable Account C Yes #811-04440 |
Class 2 shares: Xxxxxxxxx Foreign Securities Fund Franklin Growth and Income Fund Mutual Shares Securities Fund |
30 |
Sun Life Insurance and Annuity Company of New York |
All-Star Freedom NY Annuity Contract Yes #333-100475 Form ID: NY-FII-02 |
Sun Life (NY) Variable Account C Yes #811-04440 |
Class 2 shares: Xxxxxxxxx Foreign Securities Fund Franklin Growth and Income Fund Mutual Shares Securities Fund |
31 |
Sun Life Insurance and Annuity Company of New York |
All-Star Extra NY Annuity Contract Yes #333-99907 Form ID: NY-FA-II-02 |
Sun Life (NY) Variable Account C Yes |
Class 2 shares: Xxxxxxxxx Foreign Securities Fund Franklin Growth and Income Fund Mutual Shares Securities Fund |
32 |
Sun Life Insurance and Annuity Company of New York |
Keyport Advisor Charter Annuity Contract Yes #333-102278 Form ID: DVA(1)/CERT (N.Y.) DVA(1)/ (N.Y) |
#811-08635 |
Class 2 Shares: Xxxxxxxxx Developing Markets Securities Fund |
33 |
Sun Life Insurance and Annuity Company of New York |
Keyport Advisor Optima Annuity Contract Yes #333-102279 Form ID: DVA(1)/CERT (N.Y.) DVA(1)/ (N.Y) |
KBL Variable Account A Yes #811-08635 |
Class 2 Shares: Xxxxxxxxx Developing Markets Securities Fund |
34 |
Sun Life Insurance and Annuity Company of New York |
Futurity Protector II Variable Universal Life Insurance Policies Yes #333-105438 Form ID: DBVUL-2001 |
Sun Life (N.Y.) Variable Account D Yes #811-04633 |
Class 2 shares: Xxxxxxxxx Foreign Securities Fund Xxxxxxxxx Growth Securities Fund |
35 |
Sun Life Insurance and Annuity Company of New York |
Futurity Accumulator II Variable Universal Life Insurance Policies Yes #333-105437 Form ID: CVVUL-2001 |
Sun Life (N.Y.) Variable Account D Yes #811-04633 |
Class 2 shares: Xxxxxxxxx Foreign Securities Fund Xxxxxxxxx Growth Securities Fund |
# |
Insurance Company |
Product Name Registered Y/N 1933 Act #, State Form ID |
Separate Account Name Registered Y/N 1940 Act # |
Classes of Shares and Portfolios |
36 |
Sun Life Insurance and Annuity Company of New York |
Futurity Survivorship II Variable Universal Life Insurance Policies Yes #333-105441 Form ID: SVUL-2001 |
Sun Life (N.Y.) Variable Account D Yes #811-04633 |
Class 2 shares: Xxxxxxxxx Foreign Securities Fund Xxxxxxxxx Growth Securities Fund |
37 |
Sun Life Assurance Company of Canada (U.S.) |
Keyport Advisor Charter Annuity Contract Yes #333-75729 Form ID: DVA(1)/CERT DVA(1)/IND DVA(1) |
Keyport Variable Account A Yes #811-07543 |
Class 2 Shares: Xxxxxxxxx Developing Markets Securities Fund |
38 |
Sun Life Assurance Company of Canada (U.S.) |
Keyport Advisor Optima Annuity Contract Yes #333-75747 Form ID: DVA(1)/CERT DVA(1)/IND DVA(1) |
Keyport Variable Account A Yes #811-07543 |
Class 2 Shares: Xxxxxxxxx Developing Markets Securities Fund |
38 |
Sun Life Assurance Company of Canada (U.S.) |
Masters Now Annuity Contract Yes #333-56306 Form ID: VIA(1)/CERT VIA(1)/IND VIA(1) |
Keyport Variable Account A Yes #811-07543 |
Class 2 Shares: Franklin Small Cap Value Securities Fund Mutual Shares Securities Fund Xxxxxxxxx Foreign Securities Fund |
All other terms and provisions if the Agreement not amended herein shall remain in full force and effect.
Effective Date as of October 31, 2003
IN WITNESS WHEREOF, each of the parties have caused their duly authorized officers to execute this Agreement.
The Company: |
Sun Life Assurance Company of Canada (U.S.) |
By: |
|
For the President |
|
Name: Xxxxxx X. Xxxxxxxxxxx |
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Title: Vice President, Annuities |
|
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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The Company: |
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 |
Distributor for the Company: |
Clarendon Insurance Agency, Inc. |
By: |
|
For the President |
|
Name: Xxxxxx X. Xxxxx |
|
Title: Secretary and Clerk |
|
By: |
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For the Secretary |
|
Name: Xxxxxxx X. Xxxxx |
|
Title: Assistant Secretary |
The Trust: |
Franklin Xxxxxxxxx Variable Insurance Products Trust |
Only on behalf of each |
|
Portfolio listed on |
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Schedule C hereof. |
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By: |
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Name: |
|
Title: |
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The Underwriter: |
Franklin/Xxxxxxxxx Distributors, Inc. |
By: |
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Name: |
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Title: |