EXHIBIT (8)(d)(i) AMENDMENT NO 4. TO PARTICIPATION AGREEMENT
EXHIBIT (8)(d)(i)
AMENDMENT NO 4. TO PARTICIPATION AGREEMENT
Pursuant to the Participation Agreement, made and entered into as of the 17th day of February 1998, by and among MFS/Sun Life Series Trust, Sun Life Assurance Company of Canada (U.S.) and Massachusetts Financial Services Company, the parties do hereby agree:
1. To add Sun Life Insurance and Annuity Company of New York, an insurance company organized under the laws of New York, as a party to the Participation Agreement.
2. To delete the initial introductory paragraph of the Participation Agreement in its entirety and replace it with the following:
THIS AGREEMENT made the 17th day of February, 1998, and amended on December 11, 1998, March 1, 1999, May 1, 1999, and April 17, 2000 by and between MFS/SUN LIFE SERIES TRUST, a Massachusetts business trust (the "Trust"), SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.), a Delaware corporation, and SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK, a New York corporation, each of which is hereinafter referred to as (the "Company"), on its own behalf and on behalf of each of the segregated asset accounts of the Company set forth in Schedule A hereto, as may be amended from time to time (the "Accounts"), and MASSACHUSETTS FINANCIAL SERVICES COMPANY, a Delaware corporation ("MFS").
1. To amend Schedule A as attached hereto to include an additional separate account and additional policies:
SCHEDULE A
|
Name of Separate Account and Date Established by Board of Directors |
Policy Funded by Separate Account |
Portfolios Applicable to Policies |
|
Sun Life (NY) Variable Account C (est. October 18, 1985) |
FUTURITY - NY VARIABLE AND FIXED ANNUITY CONTRACT |
Capital Appreciation Series Emerging Growth Series Government Securities Series High Yield Series Massachusetts Investors Growth Stock Series Massachusetts Investors Trust Series New Discovery Series Total Return Series Utilities Series |
|
Sun Life of Canada U.S. Variable Account F (est. July 13, 1989) |
FUTURITY VARIABLE AND FIXED ANNUITY CONTRACT |
Capital Appreciation Series Emerging Growth Series Government Securities Series High Yield Series Money Market Series Utilities Series |
|
Sun Life of Canada U.S. Variable Account F (est. July 13, 1989)
|
FUTURITY II VARIABLE AND FIXED ANNUITY CONTRACT FUTURITY III VARIABLE AND FIXED ANNUITY CONTRACT FUTURITY FOCUS VARIABLE AND FIXED ANNUITY CONTRACT FUTURITY FOCUS II VARIABLE AND FIXED ANNUITY CONTRACT FUTURITY ACCOLADE VARIABLE AND FIXED ANNUITY CONTRACT |
Capital Appreciation Series Emerging Growth Series Government Securities Series High Yield Series Massachusetts Investors Growth Stock Series Massachusetts Investors Trust Series Money Market Series New Discovery Series Total Return Series Utilities Series |
|
Sun Life of Canada U.S. Variable Account G (est. July 25, 1996) |
SUN LIFE CORPORATE VUL |
Capital Appreciation Series Emerging Growth Series Government Securities Series Massachusetts Investors Growth Stock Series Conservative Growth Series Global Growth Series Money Market Series Total Return Series Research Series Utilities Series |
|
Sun Life of Canada U.S. Variable Account I (est. December 1, 1998) |
FUTURITY VARIABLE UNIVERSAL LIFE INSURANCE POLICIES FUTURITY SURVIVORSHIP VARIABLE UNIVERSAL LIFE INSURANCE POLICIES |
Capital Appreciation Series Emerging Growth Series Government Securities Series High Yield Series Massachusetts Investors Growth Stock Series Massachusetts Investors Trust Series New Discovery Series Total Return Series Utilities Series |
IN WITNESS WHEREOF, each of the parties hereto has caused this Amendment to the Participation Agreement to be executed in its name and on its behalf by its duly authorized representative. The Amendment shall take effect on April 17, 2000.
SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.)
By its authorized officers,
By: _______________________________________________
Xxxxx M. A. Xxxxxxxx
Vice President of Investments
By: _______________________________________________
Xxxxx X. Xxxxx
Vice President, Finance and Treasurer
SUN LIFE INSURANCE AND ANNUITY COMPANY OF
NEW YORK
By its authorized officers,
By: _______________________________________________
Xxxxx M. A. Xxxxxxxx
Vice President of Investments
By: _______________________________________________
Xxxxxx X. Xxxx
Assistant Vice President & Senior Counsel
MFS/SUN LIFE SERIES TRUST, On behalf of the Portfolios
By its authorized officer,
By: _______________________________________________
MASSACHUSETTS FINANCIAL SERVICES COMPANY
By its authorized officer,
By: _______________________________________________
J/GC/Lawdept/Tremblay2000/Participation Agreements/MFS Participation Agreement 4.17.00
