AMENDMENT TO PARTICIPATION AGREEMENT AMENDMENT NO. 7
AMENDMENT TO PARTICIPATION AGREEMENT
AMENDMENT NO. 7
THIS AGREEMENT made the 17th day of February, 1998, and amended on December 14, 1998, March 15, 1999, April 17, 2000, May 1, 2001, September 1, 2001, April 1, 2002 and August 5, 2002 (the "Participation Agreement"), by and between XXXXXXX XXXXX VARIABLE INSURANCE TRUST, an unincorporated business trust formed under the laws of Delaware (the "Trust"), XXXXXXX, SACHS & CO., a New York limited partnership (the "Distributor"), SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.), a life insurance company organized as a corporation under the laws of the State of Delaware, SUN LIFE INSURANCE AND ANNUITY COMPANY OF NEW YORK, a life insurance company organized as a corporation under the laws of the State of New York (each insurance company is hereinafter referred to as the "Company"), on its own behalf and on behalf of each separate account of the Company identified in the Participation Agreement.
The parties hereby agree to amend the Participation Agreement as follows:
- Schedule 2 of the Participation Agreement is hereby deleted in its entirety and replaced with the following:
Schedule 2
|
Name of Account and Subaccounts |
Policy Marketing Name |
SEC 1933 Act Registration Number |
Contract Form Numbers |
Annuity or Life |
|
Sun Life (N.Y.) Variable Account C |
FUTURITY - NY |
333-05037 |
NY-MVA-94 |
Annuity |
|
Sun Life (N.Y.) Variable Account C |
FUTURITY ACCOLADE NY VARIABLE AND FIXED ANNUITY CONTRACT |
333-67864 |
NY-FA-01 |
Annuity |
|
Sun Life of Canada (U.S.) Variable Account F |
FUTURITY VARIABLE AND FIXED ANNUITY CONTRACT |
333-37907 |
FUT-MVA-CONT-1 |
Annuity |
|
Sun Life of Canada (U.S.) Variable Account F |
FUTURITY II VARIABLE AND FIXED ANNUITY CONTRACT |
333-41628 |
RP-GR-CONT-98-1 RP-IND-MVA-98-1 |
Annuity |
|
Sun Life of Canada (U.S.) Variable Account F
|
FUTURITY III VARIABLE AND FIXED ANNUITY CONTRACT |
333-30844 |
RCH-IND-MVA-00-1 XXX-XX-XXXX-00-0 XXX-XXXXXXXX-00-0 XXX-XXXXXX-XX-00-0 |
Annuity
|
|
Name of Account and Subaccounts |
Policy Marketing Name |
SEC 1933 Act Registration Number |
Contract Form Numbers |
Annuity or Life |
|
Sun Life of Canada (U.S.) Variable Account F |
FUTURITY FOCUS VARIABLE AND FIXED ANNUITY CONTRACT |
333-05227 |
RC-MVA-CONT-96 RC-MVA-CERT-96 |
Annuity |
|
Sun Life of Canada (U.S.) Variable Account F |
FUTURITY FOCUS II VARIABLE AND FIXED ANNUITY CONTRACT |
333-31248 |
XXX-XXX-XXX-00-0 XXX-XX-XXXX-00-0 XXX-XXX-XXXXX-00-0 XXX-XX-XXXXXX-00-0 |
Annuity |
|
Sun Life of Canada (U.S.) Variable Account F
|
FUTURITY ACCOLADE VARIABLE AND FIXED ANNUITY CONTRACT |
333-82957 |
XX-XXX-XXX-00-0 XX-XX-XXXX-00-0 XX-XXX-XXXXX-00-0 XX-XX-XXXXXX-00-0 |
Annuity |
|
Sun Life of Canada (U.S.) Variable Account F |
FUTURITY SELECT FOUR VARIABLE AND FIXED ANNUITY CONTRACT |
333-41438 |
RFF-IND-MVA-00-1 RFF-GR-CERT-00-1 RFF-INDMVAPR-00-1 RFF-GRCERT-PR-00-1 |
Annuity |
|
Sun Life of Canada (U.S.) Variable Account F |
FUTURITY SELECT FOUR PLUS VARIABLE AND FIXED ANNUITY CONTRACT |
333-74844 |
RFFII-IND-MVA-02 RFFII-IND-MVAPR-0 RFFII-GR-CERT-02 RFFII-GR-CERTPR-02 |
Annuity |
|
Sun Life of Canada (U.S.) Variable Account F |
FUTURITY SELECT SEVEN VARIABLE AND FIXED ANNUITY CONTRACT |
333-83516 |
RCHII-IND-MVA-02 |
Annuity |
|
Sun Life of Canada (U.S.) Variable Account F |
FUTURITY SELECT FREEDOM VARIABLE AND FIXED ANNUITY CONTRACT |
333-83364 |
FIIII-IND-MVA-02 |
Annuity |
|
Sun Life of Canada (U.S.) Variable Account F |
FUTURITY SELECT INCENTIVE VARIABLE AND FIXED ANNUITY CONTRACT |
333-83362 |
FAII-IND-MVA-02 |
Annuity |
|
Sun Life of Canada (U.S.) Variable Account I |
FUTURITY VARIABLE UNIVERSAL LIFE INSURANCE POLICIES |
333-68601 |
FPVUL-1999 |
Life |
|
Name of Account and Subaccounts |
Policy Marketing Name |
SEC 1933 Act Registration Number |
Contract Form Numbers |
Annuity or Life |
|
Sun Life of Canada (U.S.) Variable Account I |
FUTURITY SURVIVORSHIP VARIABLE UNIVERSAL LIFE INSURANCE POLICIES |
333-94359 |
SVUL-2000 |
Life |
|
Sun Life of Canada (U.S.) Variable Account I |
FUTURITY SURVIVORSHIP VARIABLE UNIVERSAL LIFE INSURANCE POLICIES II |
333-94359 |
SVUL-2001 |
Life |
|
Sun Life of Canada (U.S.) Variable Account I |
FUTURITY PROTECTOR VARIABLE UNIVERSAL LIFE INSURANCE POLICIES |
333-68601 |
DBVUL-2001 |
Life |
|
Sun Life of Canada (U.S.) Variable Account I |
FUTURITY ACCUMULATOR VARIABLE UNIVERSAL LIFE INSURANCE POLICIES |
333-68601 |
CVVUL-2001 |
Life |
|
Sun Life of Canada (U.S.) Variable Account G |
FUTURITY CORPORATE VARIABLE UNIVERSAL LIFE INSURANCE POLICIES |
333-65048 |
VUL-COLI-97 |
Life |
2. Schedule 3 of the Participation Agreement is hereby deleted in its entirety and replaced with the following:
Schedule 3
Trust Classes and Series
Available Under
Each Class of Contracts
|
Contracts Marketing Name |
Trust Classes and Series |
|
Futurity - NY Variable and Fixed Annuity Contract Futurity Focus Variable and Fixed Annuity Contract Futurity Variable Universal Life Insurance Policies Futurity Survivorship Variable Universal Life Insurance Policies |
CORESM U.S. Equity Fund CORESM Small Cap Equity Fund Growth and Income Fund International Equity Fund |
|
Contracts Marketing Name |
Trust Classes and Series |
|
Futurity III Variable and Fixed Annuity Contract Futurity Focus II Variable and Fixed Annuity Contract Futurity Select Four Variable and Fixed Annuity Contract |
CORESM U.S. Equity Fund CORESM Small Cap Equity Fund Capital Growth Fund Growth and Income Fund International Equity Fund |
|
Protector Variable Universal Life Insurance Policies Futurity Accumulator Variable Universal Life Insurance Policies |
CORESM U.S. Equity Fund |
|
Futurity Accolade NY Variable and Fixed Annuity Contract
|
CORESM U.S. Equity Fund Capital Growth Fund |
|
Futurity Select Four Plus Futurity Select Seven Futurity Select Freedom Futurity Select Incentive |
CORESM U.S. Equity Fund Capital Growth Fund |
IN WITNESS WHEREOF, the Trust, the Distributor and the Company hereby amend this Agreement thereto. This Amendment shall take effect on August 5, 2002.
XXXXXXX XXXXX VARIABLE INSURANCE TRUST (Trust)
By: _________________________________________
Name:
Title:
XXXXXXX, SACHS & CO. (Distributor)
By: _________________________________________
Name:
Title:
SUN LIFE ASSURANCE COMPANY OF CANADA (U.S.)
(Company)
By: ________________________________________
Name:
Title:
By: _________________________________________
Name:
Title:
SUN LIFE INSURANCE AND ANNUITY COMPANY
OF NEW YORK (Company)
By: ________________________________________
Name:
Title:
By: _________________________________________
Name:
Title:
J:\GC\LAWDEPT\Pheld 2002\Participation Agreements\Xxxxxxx Xxxxx\GS Part Agreement Amend No 7 (8.5.02).doc
