RULE 32c-2 SHAREHOLDER INFORMATION AGREEMENT This Agreement entered into as of April 16, 2007, by and between MFS Fund Distributors, Inc. ("MFD) and the party signing below ("lntermediary") with an effective date of October 16, WHEREAS, MFD is the...

RULE 32c-2 SHAREHOLDER INFORMATION AGREEMENT 

This Agreement entered into as of April 16, 2007, by and between MFS Fund Distributors, Inc.
("MFD) and the party signing below ("lntermediary") with an effective date of October 16,
2007.
WHEREAS, MFD is the principal underwriter for the MFS funds;
WHEREAS, the lntermediary offers or otherwise makes available the MFS funds to or for
clients of intermediary;
WHEREAS, Rule 22c-2 under the Investment Company Act of 1940 ("Rule 22c-2")
effectively requires MFD or each MFS fund to enter into a shareholder information agreement
with each "financial intermediary", as that term is defined in Rule 22c-2; and
WHEREAS, this Agreement sets forth the terms and conditions for information sharing for
the Funds in accordance with Rule 22c-2.
NOW, THEREFORE, in consideration of the mutual covenants herein contained, which
consideration is full and complete, MFD and lntermediary hereby agree as follows:
A.	Agreement to Provide Information. Intermediary agrees to provide the Fund or its
	designee, upon written request, the taxpayer identification number ("TIN), the
	lndividualllntemational Taxpayer Identification Number ("ITIN"), or other
	government issued identifier ("GII") and the Contract owner number or participant
	account number associated with the Shareholder, if known, of any or all Shareholder(s)
	of the account, and the amount, date and transaction type (purchase, redemption,
	transfer, or exchange) of every purchase, redemption, transfer, or exchange of Shares
	held through an account maintained by the lntermediary during the period covered by
	the request. Unless otherwise specifically requested by the Fund, the lntermediary
	shall be required to provide information relating only to Shareholder-Initiated Transfer
	Purchases or Shareholder- Initiated Transfer Redemptions.
	(I) Period Covered by Request. Requests must set forth a specific period, not to
	exceed 90 days from the date of the request, for which transaction information is
	sought. The Fund or its designee may request transaction information older than 90
	days from the date of the request as it deems necessary to investigate compliance with
	policies established by the Fund for the purpose of eliminating or reducing any dilution
	of the value of the outstanding shares issued by the Fund.
	(2) Timing of Requests. Fund requests for Shareholder information shall be made no
	more frequently than quarterly except as the Fund deems necessary to investigate
	compliance with policies established by the Fund for the purpose of eliminating or
	reducing any dilution of the value of the outstanding shares issued by the Fund.
	(3) Form and Timing of Response. (a) lntermediary agrees to provide, promptly
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	upon request of the Fund or its designee, the requested information specified in Section
	A. If requested by the Fund or its designee, lntermediary agrees to use best efforts to
	determine promptly whether any specific person about whom it has received the
	identification and transaction information specified in Section A is itself a financial
	intermediary ("indirect intermediary") and, upon further request of the Fund or its
	designee, promptly either (i) provide (or arrange to have provided) the information set
	forth in Section A for those shareholders who hold an account with an indirect
	intermediary or (ii) restrict or prohibit the indirect intermediary from purchasing, in
	nominee name on behalf of other persons, securities issued by the Fund. Intermediary
	additionally agrees to inform the Fund or its designee whether it plans to perform (i) or
	(ii).
	(b) Responses required by this paragraph must be communicated in writing and in a
	format mutually agreed upon by the Fund or its designee and the lntermediary.
	(c) Tothe extent practicable, the format for any transaction information provided to the
	Fund should be consistent with the NSCC Standardized Data Reporting Format.
	(4) Limitations on Use of Information. The Fund agrees to use the information
	provided solely forthe purposes of facilitating the Fund's compliance with Rule 22c-2
	and not for marketing or any other purpose without the Intermediary's prior written
	consent.
B.	Agreement to Restrict Trading. lntermediary agrees to execute written instructions
	from the Fund to restrict or prohibit further purchases or exchanges of Shares by a
	Shareholder that has been identified by the Fund as having engaged in transactions of
	the Fund's Shares (directly or indirectly through the lntermediary's account) that
	violate policies established by the Fund for the purpose of eliminating or reducing any
	dilution of the value of the outstanding Shares issued by the Fund. Unless otherwise
	directed by the Fund, any such restrictions or prohibitions shall only apply to
	Shareholder-Initiated Transfer Purchases or Shareholder-Initiated Transfer
	Redemptions that are effected directly or indirectly through lntermediary. Instructions
	must be received by us at the following address, or such other address that
	lntermediary may communicate to you in writing from time to time, including, if
	applicable, an e-mail andlor facsimile telephone number:

( I ) Form of Instructions. Instructions must include the TIN, ITIN, or GI1 and the 

specific individual Contract owner number or participant account number associated 

with the Shareholder, if known, and the specific restriction(s) to be executed, including 

how long the restriction(s) is(are) to remain in place. If the TIN, ITIN, GI1 or the 

specific individual Contract owner number or participant account number associated 

with the Shareholder is not known, the instructior~smust include an equivalent 

identifying number of the Shareholder(s) or account(s) or other agreed upon 

informatiot~to which the instruction relates. Upon request ofthe intermedia~y,the 

Fund agrees to provide to the intermediary, along with any written instructions to 

prohibit further purchases or exchanges of Shares by Shareholder, information 

regarding those trades of the contract holder that violated the Fund's policies relating 

to eliminating or reducing any delution of the value of the Fund's outstanding Shares. 

(2) Timing of Response. Intermediary agrees to execute instructions as soon as 

reasonably practicable, but not later than five business days after receipt of the 

instructions by the Intermediary. 

(3)Confirmation by Intermediary. lntermediary must provide written confirmation 

to the Fund that instructions have been executed. Intermediary agrees to provide 

confirmation as soon as reasonably practicable, but not later than ten business days 

after the instructions have been executed. 

(4) Construction of the Agreement; Fund Participation Agreements. The parties 

may have entered into one or more Fund Participation Agreements between or among 

them for the purchase and redemption of shares of the Funds by the Accounts in 

connection with the Contracts. This Agreement supplements those Fund Participation 

Agreements. Tothe extent the tenns of this Agreement conflict with the terms of a 

Fund Participation Agreement, the terms of this Agreement shall control. 

(5) Termination. This Agreement will terminate upon the termination of the 

applicable Fund Participation Agreement. 

C.  Definitions. For purposes of this paragraph: 

(I)The term "Fund" includes the fund's principal underwriter and transfer agent. The 

term not does include any "excepted funds" as defined in Rule 22c-2(b). 

(2) The term "Shares" means the interests of Shareholders corresponding to the 

redeemable securities of record issued by the Fund under the Investment Company 

Act of 1940 that are held by Intermediary. 

(3) The term "Shareholder" means Holder of interests in a variable annuity or variable 

life insurance contract issued by the Intermediary ("Contract"), or a participant in an 

employee benefit plan with a beneticial interest in a Contract. 

(4) The term "Shareholder-Initiated Transfer Purchase" means a transaction that is 

initiated or directed by a Shareholder that results in a transfer of assets within a 

Contract to a Fund, but does not include transactions that are executed: (i) 

automatically pursuant to a contractual or systematic program or enrollment such as 

transfer of assets within a Contract to a Fund as a result of "dollar cost averaging" 

programs, insurance company approved asset allocation programs, or automatic 

rebalancing programs; (ii) pursuant to a Contract death benefit; (iii) one-time step-up 

in Contract value pursuant to a Contract death benefit; (iv) allocation of assets to a 

Fund through a Contract as a result of payments such as loan repayments, scheduled 

contributions, retirement plan salary reduction contributions, or planned premium 

payments to the Contract; or (v) prearranged transfers at the conclusion of a required 

free look period. 

(5) The term "Shareholder-Initiated Transfer Redemption" means a transaction that is 

initiated or directed by a Shareholder that results in a transfer of assets within a 

Contract out of a Fund, but does not include transactions that are executed: (i) 

automatically pursuant to a contractual or systematic program or enrollments such as 

transfers of assets within a Contract out of a Fund as a result of annuity payouts, loans, 

systematic withdrawal programs, insurance company approved asset allocation 

proyrams and automatic rebalancing programs; (ii) as a result of any deduction of 

charges or fees under a Contract; (iii) within a Contract out of a Fund as a result of 

scheduled withdrawals or surrenders from a Contract; or (iv) as a result of payment of 

a death benefit from a Contract. 

(6) The term "written" includes electronic writings and facsimile transmissions."