1
EXHIBIT (8)(c)(i)
AMENDMENT TO PARTICIPATION AGREEMENT
AMENDMENT NO. 5
THIS AGREEMENT made the 17th day of February, 1998, and amended on December
14, 1998, March 15, 1999, April 17, 2000, May 1, 2001, and September 1,
2001 (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:
1. Schedule 1 of the Participation Agreement is hereby deleted in its
entirety and replaced with the following:
NAME OF ACCOUNT DATE ESTABLISHED BY SEC 1940 ACT
AND SUBACCOUNTS BOARD OF DIRECTORS REGISTRATION TYPE OF PRODUCT
OF THE COMPANY NUMBER SUPPORTED BY ACCOUNT
Sun Life (N.Y.)
Variable Account C October 18, 1985 811-04440 Combination
Fixed/Variable
Annuity Contract
Sun Life of Canada July 13, 1989 811-05846 Combination
Fixed/Variable
(U.S.) Variable Annuity Contract
Account F
Sun Life of Canada December 1, 1998 811-09137 Combination
Fixed/Variable
(U.S.) Variable Life Insurance
Account I
Sun Life of Canada July 25, 1996 811-07837 Combination
Fixed/Variable
(U.S.) Variable
Account G Life Insurance
2. Schedule 2 of the Participation Agreement is hereby deleted in its
entirety and replaced with the following:
SCHEDULE 2
NAME OF ACCOUNT POLICY MARKETING SEC 1933 ACT
AND SUBACCOUNTS NAME REGISTRATION CONTRACT
ANNUITY
NUMBER FORM NUMBERS OR LIFE
Sun Life (N.Y.)
Variable Account C FUTURITY - NY 333-05037 NY-MVA-94
Annuity
Sun Life (N.Y.) FUTURITY ACCOLADE 333-67864 NY-FA-01
Annuity
Variable Account C NY VARIABLE AND
FIXED ANNUITY
CONTRACT
Sun Life of Canada FUTURITY VARIABLE 333-37907 FUT-MVA-CONT-1
Annuity
(U.S.) Variable AND FIXED ANNUITY
Account F CONTRACT
Sun Life of Canada FUTURITY II 333-41628 RP-GR-CONT-98-1
Annuity
(U.S.) Variable VARIABLE AND FIXED RP-IND-MVA-98-
1
Account F ANNUITY CONTRACT
Sun Life of Canada FUTURITY III 333-30844 RCH-IND-MVA-00-
1 Annuity
(U.S.) Variable VARIABLE AND RCH-GR-CERT-00-
1
Account F FIXED ANNUITY RCH-INDMVAPR-00-1
CONTRACT RCH-GRCERT-PR-00-1
Sun Life of Canada FUTURITY FOCUS 333-05227 RC-MVA-CONT-96
Annuity
(U.S.) Variable VARIABLE AND RC-MVA-CERT-96
Account F FIXED ANNUITY
CONTRACT
Sun Life of Canada FUTURITY FOCUS 333-31248 FII-IND-MVA-00-1
Annuity
(U.S.) Variable II VARIABLE AND FII-GR-CERT-00-1
Account F FIXED ANNUITY FII-IND-MVAPR-00-1
CONTRACT FII-GR-CERTPR-00-1
Sun Life of Canada FUTURITY ACCOLADE 333-82957 FA-IND-MVA-99-
1 Annuity
(U.S.) Variable VARIABLE AND FA-GR-CERT-99-
1
Account F FIXED ANNUITY FA-IND-MVAPR-99-1
CONTRACT FA-GR-CERTPR-99-1
Sun Life of Canada FUTURITY SELECT 333-41438 REF-IND-MVA-00-1
Annuity
(U.S.) Variable FOUR VARIABLE REF-GR-CERT-00-1
Account F AND FIXED REF-INDMVAPR-00-1
ANNUITY CONTRACT REF-GRCERT-PR-00-1
NAME OF ACCOUNT POLICY MARKETING SEC 1933 ACT
AND SUBACCOUNTS NAME REGISTRATION CONTRACT
ANNUITY
NUMBER FORM NUMBERS OR LIFE
Sun Life of Canada FUTURITY VARIABLE 333-68601 FPVUL-1999
Life
(U.S.) Variable UNIVERSAL LIFE
Account I INSURANCE POLICIES
Sun Life of Canada FUTURITY 333-94359 SVUL-2000 Life
(U.S.) Variable SURVIVORSHIP
Account I VARIABLE UNIVERSAL
LIFE INSURANCE
POLICIES
Sun Life of Canada FUTURITY 333-94359 SVUL-2001 Life
(U.S.) Variable SURVIVORSHIP
Account I VARIABLE UNIVERSAL
LIFE INSURANCE
POLICIES II
Sun Life of Canada FUTURITY PROTECTOR 333-68601 DBVUL-2001
Life
(U.S.) Variable VARIABLE UNIVERSAL
Account I LIFE INSURANCE
POLICIES
Sun Life of Canada FUTURITY 333-68601 CVVUL-2001
Life
(U.S.) Variable ACCUMULATOR
Account I VARIABLE UNIVERSAL
LIFE INSURANCE
POLICIES
Sun Life of Canada FUTURITY CORPORATE 333-65048 VUL-COLI-97
Life
(U.S.) Variable VARIABLE UNIVERSAL
Account G LIFE INSURANCE
POLICIES
3. 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 Variable and Fixed Annuity Contract CORESM Large Cap Growth
Fund
Futurity - NY Variable and Fixed Annuity Contract CORESM U.S. Equity Fund
Futurity Focus Variable and Fixed Annuity Contract CORESM Small Cap
Equity Fund
Futurity Variable Universal Life Insurance Policies Growth and Income
Fund
Futurity Survivorship Variable Universal Life Growth and Income
Fund
Insurance Policies International Equity Fund
Futurity II Variable and Fixed Annuity Contract CORESM Large Cap Growth
Fund
Futurity III Variable and Fixed Annuity Contract CORESM U.S. Equity Fund
Futurity Focus II Variable and Fixed Annuity Contract CORESM Small Cap
Equity Fund
Futurity Accolade Variable and Fixed Annuity Contract Internet Tollkeeper
FundSM
Futurity Select Four Variable and Fixed Annuity Capital Growth Fund
Contract Growth and Income Fund
International Equity Fund
Futurity Survivorship II Variable Universal CORESM Large Cap Growth
Fund
Life Insurance Policies CORESM U.S. Equity Fund
Futurity Protector Variable Universal Life
Insurance Policies
Futurity Accumulator Variable Universal Life
Insurance Policies
Futurity Corporate Variable Universal Life CORESM Large Cap Growth
Fund
Insurance Policies CORESM U.S. Equity Fund
Futurity Accolade NY Variable and Fixed Annuity Capital Growth Fund
Contract Internet Tollkeeper
FundSM
IN WITNESS WHEREOF, the Trust, the Distributor and the Company hereby amend
this Agreement thereto. This Amendment shall take effect on September 1,
2001.
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: Xxxxxx X. Xxxxxxxxx
Title: Vice President, Retirement Products & Services
By: _________________________________________
Name: Xxxxxx X. Xxxx
Title: Assistant Vice President & Senior Counsel
SUN LIFE INSURANCE AND ANNUITY COMPANY
OF NEW YORK (Company)
By: ________________________________________
Name: Xxxxxx X. Xxxxxxxxx
Title: Vice President, Retirement Products & Services
By: _________________________________________
Name: Xxxxxx X. Xxxx
Title: Assistant Vice President & Senior Counsel
J/GC/Lawdept/Tremblay2000/Participation Agreement/Goldman Part Agreement
Amend No 5 (9.1.01)
