AMENDMENT TO THE PARTICIPATION AGREEMENT AMONG GOLDMAN SACHS VARIABLE INSURANCE TRUST, GOLDMAN SACHS & CO. LLC, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY & LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK
Exhibit 99.B(h)(12)(a)
AMENDMENT TO THE
PARTICIPATION AGREEMENT AMONG
XXXXXXX XXXXX VARIABLE INSURANCE TRUST,
XXXXXXX XXXXX & CO. LLC,
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY &
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK
THIS AMENDMENT TO THE PARTICIPATION AGREEMENT is made and entered into as of the 10th day of March, 2022, by and among XXXXXXX XXXXX VARIABLE INSURANCE TRUST (the “Trust”), XXXXXXX XXXXX & CO. LLC (formerly known as Xxxxxxx, Xxxxx & Co.) (the “Distributor”), THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, and LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK (collectively, the “Company”), on its own behalf and on behalf of each separate account of the Company identified herein.
WITNESSETH:
WHEREAS, Trust and Distributor have entered into a Participation Agreement with the Company, dated December 1, 2008, as amended (the "Agreement"), which is incorporated herein by reference;
WHEREAS, Article XI of said Agreement provides that the Agreement may only be amended by written agreement signed by all of the parties; and
WHEREAS, Trust, Distributor and Company desire to amend Schedules 1A and 1B of the Agreement.
NOW, THEREFORE, in consideration of the mutual covenants hereinafter set forth, and intending to be legally bound, the Agreement shall be further amended as follows:
1. | Unless otherwise noted or amended herein, all terms used in this Amendment shall have the same meaning as in the Agreement. |
2. | Except as hereby amended, the Agreement remains in full force and effect in accordance with its terms. |
3. | Amendment to Schedules. Schedules 1A and 1B are hereby deleted in their entirety and replaced with the attached Schedules 1A and 1B. |
IN WITNESS WHEREOF, the parties hereto have executed and delivered this Amendment as of the date set forth above.
XXXXXXX XXXXX VARIABLE INSURANCE TRUST | ||||
Date: 3/10/2022 | By: | /s/ Xxxxx Xxxxxx | ||
Name: | Xxxxx Xxxxxx | |||
Title: | Managing Director | |||
XXXXXXX XXXXX & CO. LLC | ||||
Date: 3/10/2022 | By: | /s/ Xxxxx Xxxxxx | ||
Name: | Xxxxx Xxxxxx | |||
Title: | Managing Director | |||
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | ||||
Date: 3/10/2022 | By: | /s/ Xxx Xxxxxx | ||
Name: | Xxx Xxxxxx | |||
Title: | SVP, Head of Funds Management | |||
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | ||||
Date: 3/10/2022 | By: | /s/ Xxx Xxxxxx | ||
Name: | Xxx Xxxxxx | |||
Title: | SVP, Head of Funds Management |
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Schedule 1
Schedule 1A
Separate Accounts of the Company Registered
Under the 1940 Act as Unit Investment Trusts
The following separate accounts of the Company are subject to the Agreement:
Name of Account |
Date Established by Board of Directors of |
SEC 1940 Act Registration Number |
Type of Product Supported by Account |
Lincoln Life Variable Annuity Account N | November 3, 1997 | 811-08517 | Variable Annuity |
Lincoln Life Flexible Premium Variable Life Account JF-A
|
August 20, 1984 | 811-04160 | Variable Universal Life |
Lincoln Life Flexible Premium Variable Life Account JF-C
|
August 4, 1993 | 811-08230 | Variable Universal Life |
Lincoln Life Variable Annuity Account JF-I | November 18, 1999 | 811-09779 | Variable Annuity |
Lincoln Life Variable Annuity Account JF-II | January 24, 1994 | 811-08374 |
Variable Annuity
|
Lincoln New York Account N for Variable Annuities | April 2, 2007 | 811-09763 | Variable Annuity |
Lincoln Life Flexible Premium Variable Life Account M | November 4, 1982 | 811-08557 | Variable Universal Life |
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Schedule 1B
Variable Annuity Contracts and Variable Life Insurance Contracts Registered Under the Securities Act of 1933
The following Contracts are subject to the Agreement:
Name of Contract | Available Funds/Share Classes |
1933 Act Registration Number |
Type of Product Supported by Account |
Lincoln ChoicePlus Assurance (A Class) |
All Series of Xxxxxxx Xxxxx VIT Funds/Service Class | 333-138190 | Variable Annuity |
Lincoln ChoicePlus Assurance (B Class) |
All Series of Xxxxxxx Xxxxx VIT Funds/Service Class | 333-149434 | Variable Annuity |
Lincoln Ensemble III VUL |
All Series of Xxxxxxx Xxxxx VIT Funds/Service Class & Xxxxxxx Xxxxx Strategic Growth Fund/Institutional Class | 333-144272 |
Variable Universal Life |
Lincoln Ensemble Accumulator VUL |
All Series of Xxxxxxx Xxxxx VIT Funds/Service Class & Xxxxxxx Xxxxx Strategic Growth Fund/Institutional Class | 333-144271 |
Variable Universal Life |
Lincoln Ensemble Protector VUL |
All Series of Xxxxxxx Xxxxx VIT Funds/Service Class & Xxxxxxx Xxxxx Strategic Growth Fund/Institutional Class | 333-144269 |
Variable Universal Life |
Lincoln Ensemble II VUL |
All Series of Xxxxxxx Xxxxx VIT Funds/Service Class & Xxxxxxx Xxxxx Strategic Growth Fund/Institutional Class | 333-144274 |
Variable Universal Life |
Lincoln Ensemble Exec VUL | All Series of Xxxxxxx Xxxxx VIT Funds/Service Class & Xxxxxxx Xxxxx Strategic Growth Fund/Institutional Class | 333-144273 |
Variable Universal Life |
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Lincoln Ensemble Exec VUL 2006 | All Series of Xxxxxxx Xxxxx VIT Funds/Service Class & Xxxxxxx Xxxxx Strategic Growth Fund/Institutional Class | 333-144268 |
Variable Universal Life |
Lincoln Ensemble SVUL | All Series of Xxxxxxx Xxxxx VIT Funds/Service Class & Xxxxxxx Xxxxx Strategic Growth Fund/Institutional Class | 333-144270 |
Survivorship Variable Universal Life |
Pilot Classic Variable Annuity | All Series of Xxxxxxx Xxxxx VIT Funds/Service Class & Xxxxxxx Xxxxx Strategic Growth Fund/Institutional Class | 333-144276 | Variable Annuity |
Pilot Elite Variable Annuity |
All Series of Xxxxxxx Xxxxx VIT Funds/Service Class & Xxxxxxx Xxxxx Strategic Growth Fund/Institutional Class | 333-144277 | Variable Annuity |
Allegiance Variable Annuity |
All Series of Xxxxxxx Xxxxx VIT Funds/Service Class & Xxxxxxx Xxxxx Strategic Growth Fund/Institutional Class | 333-144278 | Variable Annuity |
Lincoln ChoicePlus Assurance (A Class) (for New York) |
All Series of Xxxxxxx Xxxxx VIT Funds/Service Class | 333-145531 | Variable Annuity |
Lincoln ChoicePlus Assurance (B Class) (for New York) |
All Series of Xxxxxxx Xxxxx VIT Funds/Service Class | 333-149449 | Variable Annuity |
CVUL/CVUL Series III CVUL Series III ES |
All Series of Xxxxxxx Xxxxx VIT Funds/Service Class | 333-72875 | Variable Universal Life |
LCV4 ES | All Series of Xxxxxxx Xxxxx VIT Funds/Service Class | 333-104719 | Variable Universal Life |
LCV5 ES/LCC VUL | All Series of Xxxxxxx Xxxxx VIT Funds/Service Class | 333-125790 | Variable Universal Life |
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CVUL Series III ES (for New York) |
All Series of Xxxxxxx Xxxxx VIT Funds/Service Class | 333-141777 | Variable Universal Life |
LCV4 ES (for New York) |
All Series of Xxxxxxx Xxxxx VIT Funds/Service Class | 333-141773 | Variable Universal Life |
LCV5 ES/LCC VUL (for New York) |
All Series of Xxxxxxx Xxxxx VIT Funds/Service Class | 333-141769 | Variable Universal Life |
Lincoln ChoicePlus Fusion | All Series of Xxxxxxx Xxxxx VIT Funds/Service Class | 333-174367 | Variable Annuity |
Lincoln ChoicePlus Fusion (for New York) |
All Series of Xxxxxxx Xxxxx VIT Funds/Service Class | 333-176213 | Variable Annuity |
Lincoln Investor AdvantageSM |
All Series of Xxxxxxx Xxxxx VIT Funds/Service Class Xxxxxxx Xxxxx VIT Multi-Strategy Alternatives Portfolio – Advisor Class |
333-193272 | Variable Annuity |
Lincoln Investor AdvantageSM Fee-Based |
All Series of Xxxxxxx Xxxxx VIT Funds/Service Class Xxxxxxx Xxxxx VIT Multi-Strategy Alternatives Portfolio – Advisor Class |
333-193273 | Variable Annuity |
Lincoln Investor AdvantageSM XXX |
Xxxxxxx Xxxxx VIT Government Money Market Fund – Institutional Class Xxxxxxx Xxxxx VIT Multi-Strategy Alternatives Portfolio – Institutional Class |
333-193274 | Variable Annuity |
Lincoln Investor AdvantageSM (For New York) |
All Series of Xxxxxxx Xxxxx VIT Funds/Service Class Xxxxxxx Xxxxx VIT |
333-193276 | Variable Annuity |
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Multi-Strategy Alternatives Portfolio – Advisor Class | |||
Lincoln Investor AdvantageSM Fee-Based (For New York) |
All Series of Xxxxxxx Xxxxx VIT Funds/Service Class Xxxxxxx Xxxxx VIT Multi-Strategy Alternatives Portfolio – Advisor Class |
333-193277 | Variable Annuity |
Lincoln Investor AdvantageSM RIA (For New York) |
Xxxxxxx Xxxxx VIT Government Money Market Fund- Institutional Class Xxxxxxx Xxxxx VIT Multi-Strategy Alternatives Portfolio – Institutional Class |
333-193278 | Variable Annuity |
Lincoln Lifegoals VUL |
Xxxxxxx Xxxxx VIT Government Money Market Fund - Service Shares Xxxxxxx Xxxxx VIT Multi-Strategy Alternatives Portfolio - Advisor Shares
|
333-259297 | Variable Universal Life |
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