AMENDMENT TO
Participation Ageement
THIS AMENDMENT to the Participation Agreement ("Amendment") is entered
into and is effective this 13th day of February, 2002 by and among IDS Life
Insurance Company (the "Company") and Xxxxx Fargo Variable Trust (the "Trust")
and Xxxxxxxx Inc. (the "Underwriter").
WHEREAS, The parties to this Amendment have previously executed that
certain Participation Agreement dated May 1, 2000 ("Agreement"); and
WHEREAS, the parties to this Amendment wish to amend the Agreement to
allow for the addition of a new Contract.
NOW THEREFORE, in consideration of the terms, covenants and conditions
contained herein and other good and valuable consideration, the receipt and
sufficiency of which are hereby acknowledged, the parties to this Amendment
agree to amend the Agreement as follows:
1. Schedules A and C of the Agreement are hereby deleted in their entirety
and are replaced with the Schedules A and C attached hereto and
incorporated by reference.
2. In the event of a conflict between the terms of this Amendment and the
Agreement, it is the intention of the parties that the terms of this
Amendment shall control and the Agreement shall be interpreted on that
basis.
3. Except as modified by this Amendment, the Agreement is hereby
ratified and confirmed and shall remain in full force and effect.
IN WITNESS WHEREOF, each party has executed this Amendment by a duly
authorized officer.
IDS Life Insurance company Attest:
By: /s/ Xxxxxxx X. Xxxxxxxx By: /s/ Xxxx Xxxxx Xxxxxxx
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Printed Printed
Name: Xxxxxxx X. Xxxxxxxx Name: Xxxx Xxxxx Xxxxxxx
As Its: President As Its: Assistant Secretary
Xxxxx Fargo Variable Trust Xxxxxxxx Inc.
By: /s/ C. Xxxxx Xxxxxxx By: /s/ Xxxxxxx X. Xxxxx, Xx.
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Printed Printed
Name: C. Xxxxx Xxxxxxx Name: Xxxxxxx X. Xxxxx, Xx.
------------------- -------------------------
As Its: Secretary As Its: SVP
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-1-
SCHEDULE A
Separate Accounts and Contracts
Subject to the Participation Agreement
Separate Account: IDS Life Variable Account 10
Established August 23, 1995 and IDS Life Account SZ
Established March 30, 2001.
Contracts: American Express Retirement Advisor Select(SM) Variable
Annuity; Contract Form Numbers 131041,
131042 and 131043 and state variations thereof.
American Express Retirement Advisor Advantage(SM) Variable
Annuity and American Express Retirement Advisor Advantage(SM)
Variable Annuity -- Band 3; Contract Form Numbers 31043,
31044, 31045-XXX, 31046, 31047, 31048-XXX and state variations
thereof.
American Express Retirement Advisor Variable Annuity(R) and
American Express(R) Retirement Advisor Variable
Annuity(R) -- Band 3; Contract Form Numbers 31043, 31044,
31045-XXX, 31046, 31047, 31048-XXX and state variations
thereof.
IDS Life Variable Retirement and Combination Retirement
Annuities; Contract Form Numbers 30305, 30306, 30310, 30311
and 30316 and state variations thereof.
IDS Life Employee Benefit Annuity; Contract Form Numbers
34607, 34610 and state variations thereof.
IDS Life Flexible Annuity; Contract Form Numbers 30302,
30307 and 30307-XXX and state variations thereof.
-2-
SCHEDULE C
Other Funds Available under the Contracts
American Express Retirement Advisor Select(SM) Variable Annuity, American
Express Retirement Advisor Advantage(SM) Variable Annuity and American Express
Retirement Advisor Advantage(SM) Variable Annuity -- Band 3
AXP Variable Portfolio - Blue Chip Advantage Fund
AXP Variable Portfolio - Bond Fund
AXP Variable Portfolio - Capital Resource Fund
AXP Variable Portfolio - Cash Management Fund
AXP Variable Portfolio - Diversified Equity Income Fund
AXP Variable Portfolio - Emerging Markets Fund
AXP Variable Portfolio - Equity Select Fund
AXP Variable Portfolio - Extra Income Fund
AXP Variable Portfolio - Federal Income Fund
AXP Variable Portfolio - Global Bond Fund
AXP Variable Portfolio - Growth Fund
AXP Variable Portfolio - International Fund
AXP Variable Portfolio - Managed Fund
AXP Variable Portfolio - New Dimensions Fund(R)
AXP Variable Portfolio - Partners Small Cap Value Fund
AXP Variable Portfolio - S&P 500 Index Fund
AXP Variable Portfolio - Small Cap Advantage Fund
AXP Variable Portfolio - Stock Fund
AXP Variable Portfolio - Strategy Aggressive Fund
AIM V.I. Capital Appreciation Fund, Series II
AIM V.I. Capital Development Fund, Series II
Alliance VP Growth & Income Portfolio (Class B)
AllianceBernstein International Value Portfolio, Class B
American Century VP International, Class II
American Century VP Value, Class II
Xxxxxxx Variable Series, Inc. Social Balanced Portfolio
Evergreen VA Capital Growth Fund, Class L Shares
Fidelity VIP III Growth & Income Portfolio (Service Class 2)
Fidelity VIP III Mid Cap Portfolio (Service Class 2)
Fidelity VIP III Overseas Portfolio (Service Class 2)
FTVIPT Franklin Real Estate Fund
FTVIPT Franklin Value Securities Fund - Class 2
FTVIPT Mutual Shares Securities Fund - Class 2
Xxxxxxx Xxxxx VIT CORESM U.S. Equity Fund
Xxxxxxx Sachs VIT Mid Cap Value Fund
INVESCO VIF - Dynamics Fund
INVESCO VIF - Financial Services Fund
American Express Retirement Advisor Advantage(SM) Variable Annuity and American
Express Retirement Advisor Advantage(SM) Variable Annuity -- Band 3
(continued)
INVESCO VIF - Technology Fund
INVESCO VIF - Telecommunications Fund
Janus Aspen Global Technology Portfolio: Service Shares
Janus Aspen International Growth Portfolio: Service Shares
Lazard Retirement International Equity Portfolio
MFS(R) Investors Growth Stock Series - Service Class
MFS(R) New Discovery Series - Service Class
MFS(R) Utilities Series - Service Class
Pioneer Equity-Income VCT Portfolio - Class II Shares
Pioneer Europe VCT Portfolio - Class II Shares
Xxxxxx VT Health Sciences Fund - Class IB Shares
Xxxxxx VT International Growth Fund - Class IB Shares
Xxxxxx VT Vista Fund - Class IB Shares
Strong Opportunity Fund II - Advisor Class
Xxxxxx International Small Cap
Xxxxxx U.S. Small Cap
Xxxxx Fargo VT Asset Allocation Fund
Xxxxx Fargo VT International Equity Fund
Xxxxx Fargo Small Cap Growth Fund
American Express(R) Retirement Advisor Variable Annuity(R) and American
Express(R) Retirement Advisor Variable Annuity(R) -- Band 3
AXP Variable Portfolio - Blue Chip Advantage Fund
AXP Variable Portfolio - Bond Fund
AXP Variable Portfolio - Capital Resource Fund
AXP Variable Portfolio - Cash Management Fund
AXP Variable Portfolio - Diversified Equity Income Fund
AXP Variable Portfolio - Emerging Markets Fund
AXP Variable Portfolio - Equity Select Fund
AXP Variable Portfolio - Extra Income Fund
AXP Variable Portfolio - Federal Income Fund
AXP Variable Portfolio - Global Bond Fund
AXP Variable Portfolio - Growth Fund
AXP Variable Portfolio - International Fund
AXP Variable Portfolio - Managed Fund
AXP Variable Portfolio - New Dimensions Fund(R)
AXP Variable Portfolio - S&P 500 Index Fund
AXP Variable Portfolio - Small Cap Advantage Fund
AXP Variable Portfolio - Strategy Aggressive Fund
AIM V.I. Capital Appreciation Fund
AIM V.I. Capital Development Fund
-4-
American Express(R) Retirement Advisor Variable Annuity(R) and American
Express(R) Retirement Advisor Variable Annuity(R) -- Band 3
(continued)
American Century VP - International
American Century VP - Value
Xxxxxxx Variable Series, Inc. Social Balanced Portfolio
Credit Suisse Warburg Pincus Trust - Emerging Growth Portfolio
Fidelity VIP III Growth & Income Portfolio (Service Class)
Fidelity VIP III Mid Cap Portfolio (Service Class)
Fidelity VIP III Overseas Portfolio (Service Class)
FTVIPT Franklin Real Estate Fund
FTVIPT Franklin Value Securities Fund - Class 2
FTVIPT Xxxxxxxxx International Smaller Companies Fund - Class 2
Xxxxxxx Sachs VIT CORESM Small Cap Equity Fund
Xxxxxxx Xxxxx VIT CORESM U.S. Equity Fund
Xxxxxxx Sachs VIT Mid Cap Value Fund
Janus Aspen Aggressive Growth Portfolio: Service Shares
Janus Aspen Global Technology Portfolio: Service Shares
Janus Aspen International Growth Portfolio: Service Shares
Lazard Retirement International Equity Portfolio
MFS(R) Investors Growth Stock Series - Service Class
MFS(R) New Discovery Series - Service Class
Xxxxxx VT International New Opportunities Fund - Class IB Shares
Xxxxxx VT Vista Fund - Class IB Shares
Royce Micro-Cap Portfolio
Third Avenue Value Portfolio
Xxxxxx International Small Cap
Xxxxxx U.S. Small Cap
Xxxxx Fargo VT Asset Allocation Fund
Xxxxx Fargo VT International Equity Fund
Xxxxx Fargo Small Cap Growth Fund
IDS Life Variable Retirement and Combination Retirement Annuities
AXP(R) Variable Portfolio - Bond Fund
AXP(R) Variable Portfolio - Capital Resource Fund
AXP(R) Variable Portfolio - Cash Management Fund
AXP(R) Variable Portfolio - Diversified Equity Income Fund
AXP(R) Variable Portfolio - Equity Select Fund
AXP(R) Variable Portfolio - Extra Income Fund
AXP(R) Variable Portfolio - Global Bond Fund
AXP(R) Variable Portfolio - Growth Fund
AXP(R) Variable Portfolio - International Fund
AXP(R) Variable Portfolio - Managed Fund
AXP(R) Variable Portfolio - New Dimensions Fund(R)
-5-
IDS Life Variable Retirement and Combination Retirement Annuities
(continued)
AXP (R) Variable Portfolio - Strategy Aggressive Fund
Alliance VP Growth & Income Portfolio (Class B)
Xxxxx Fargo VT Small Cap Growth Fund
IDS Life Employee Benefit Annuity
AXP(R) Variable Portfolio - Bond Fund
AXP(R) Variable Portfolio - Capital Resource Fund
AXP(R) Variable Portfolio - Cash Management Fund
AXP(R) Variable Portfolio - Diversified Equity Income Fund
AXP(R) Variable Portfolio - Equity Select Fund
AXP(R) Variable Portfolio - Extra Income Fund
AXP(R) Variable Portfolio - Global Bond Fund
AXP(R) Variable Portfolio - Growth Fund
AXP(R) Variable Portfolio - International Fund
AXP(R) Variable Portfolio - Managed Fund
AXP(R) Variable Portfolio - New Dimensions Fund(R)
AXP(R) Variable Portfolio - Strategy Aggressive Fund
Alliance VP Growth & Income Portfolio (Class B)
Xxxxx Fargo VT Small Cap Growth Fund
IDS Life Flexible Annuity
AXP Variable Portfolio - Bond Fund
AXP Variable Portfolio - Capital Resource Fund
AXP Variable Portfolio - Cash Management Fund
AXP Variable Portfolio - Diversified Equity Income Fund
AXP Variable Portfolio - Equity Select Fund
AXP Variable Portfolio - Extra Income Fund
AXP Variable Portfolio - Global Bond Fund
AXP Variable Portfolio - Growth Fund
AXP Variable Portfolio - International Fund
AXP Variable Portfolio - Managed Fund
AXP Variable Portfolio - New Dimensions Fund(R)
AXP Variable Portfolio - Strategy Aggressive Fund
Alliance VP Growth & Income Portfolio (Class B)
Xxxxx Fargo Small Cap Growth Fund
-6-
