EXHIBIT (8)(a)(4)
AMENDMENT NO. 18 TO
AEGON/TRANSAMERICA PARTICIPATION AGREEMENT
AMENDMENT NO. 18 TO
PARTICIPATION AGREEMENT AMONG
AEGON/TRANSAMERICA SERIES FUND, INC.,
TRANSAMERICA LIFE INSURANCE COMPANY,
AUSA LIFE INSURANCE COMPANY, INC.,
PEOPLES BENEFIT LIFE INSURANCE COMPANY,
TRANSAMERICA OCCIDENTAL LIFE INSURANCE COMPANY AND
TRANSAMERICA LIFE INSURANCE AND ANNUITY COMPANY
Amendment No. 18 to the Participation Agreement among AEGON/Transamerica
Series Fund, Inc., (the "Fund"), Transamerica Life Insurance Company
("Transamerica"), AUSA Life Insurance Company, Inc. ("AUSA Life"), Peoples
Benefit Life Insurance Company ("Peoples"), Transamerica Occidental Life
Insurance Company ("TOLIC") and Transamerica Life Insurance and Annuity Company
("TALIAC") dated July 1, 1992, as amended ("Participation Agreement").
WHEREAS, Transamerica, has registered or will register certain variable
annuity contracts (the "Contracts") under the Securities Act of 1933; and
WHEREAS, Transamerica has, by resolution of its Board of Directors, duly
organized and established the Separate Account VA J (the "Account") as a
segregated asset account to receive, set aside and invest assets attributable to
net premiums and payments received under the Contracts and such variable annuity
contract will be partly funded by the Fund; and
WHEREAS, Transamerica has registered or will register the Account as a unit
investment trust under the Investment Company Act of 1940, as amended; and
WHEREAS, to the extent permitted by applicable insurance law and
regulation, Transamerica intends to purchase shares in one or more of the
portfolios of the Fund to fund their respective Contract on behalf of the
Account, as specified in Schedule A attached to this Amendment, as such Schedule
A is amended by this Amendment No. 18, and as Schedule A may be amended from
time to time.
NOW, THEREFORE, IT IS HEREBY AGREED that Transamerica, through its separate
account, Separate Account VA J, will purchase and redeem shares issued by the
Fund, subject to the terms and conditions of the Participation Agreement. It is
also agreed that Schedule A to the Participation Agreement is hereby amended to
add the Separate Account VA J as an additional "Account;" to add the Premier
Asset Builder Variable Annuity contract issued by Transamerica and Immediate
Income Builder II variable annuity contract issued by Transamerica to the list
of "Policies;" and to add the BlackRock Large Cap Value Portfolio, the BlackRock
Mid Cap Growth Portfolio, and the BlackRock Global Science & Technology
Portfolio to the list of "Portfolios" of the AEGON/Transamerica Series Fund,
Inc.
IN WITNESS WHEREOF, each of the parties has caused this Amendment to be
executed in its name and on its behalf by its duly authorized representative as
of August 1, 2001.
TRANSAMERICA LIFE INSURANCE AEGON/TRANSAMERICA SERIES
COMPANY FUND, INC.
By its authorized officer By its authorized officer
By: /s/ Xxxxx X. Xxxxxx By: /s/ Xxxx X. Xxxxxx
---------------------- ------------------
Xxxxx X. Xxxxxx Xxxx X. Xxxxxx
Title: President Title: Vice President, Secretary
and Senior Counsel
AUSA LIFE INSURANCE PEOPLES BENEFIT LIFE
COMPANY, INC. INSURANCE COMPANY
By its authorized officer By its authorized officer
By: /s/ Xxxxxxx X. Xxxxxx By: /s/ Xxxxx X. Xxxxxx
--------------------- -------------------
Xxxxxxx X. Xxxxxx Xxxxx X. Xxxxxx
Title: Vice President Title: Executive Vice President
TRANSAMERICA OCCIDENTAL LIFE TRANSAMERICA LIFE INSURANCE
INSURANCE COMPANY AND ANNUITY COMPANY
By its authorized officer By its authorized officer
By: /s/ Xxxxxxxxx X. Xxxxxxx By: /s/ Xxxxxxxxx X. Xxxxxxx
------------------------ ------------------------------
Xxxxxxxxx X. Xxxxxxx Xxxxxxxxx X. Xxxxxxx
Title: Assistant Vice President Title: Assistant Vice President and
and Assistant Secretary Assistant Secretary
AMENDED SCHEDULE A
Effective August 1, 2001
Account(s), Policy(ies) and Portfolio(s)
Subject to the Participation Agreement
Accounts: Separate Account VA B
Separate Account VA BNY
Mutual Fund Account
Separate Account VA A
Separate Account VA C
Separate Account VA D
Retirement Builder Variable Annuity Account
AUSA Life Insurance Company, Inc. Separate Account C
Peoples Benefit Life Insurance Company Separate Account V
Legacy Builder Variable Life Separate Account
AUSA Series Life Account
AUSA Series Annuity Account
Transamerica Occidental Life Separate Account VUL-3
Separate Account VA E
Separate Account VA F
Transamerica Occidental Life Separate Account VUL-4
Transamerica Occidental Life Separate Account VUL-5
Transamerica Life Insurance and Annuity Company on behalf
of its Separate Account VA-8
Separate Account VA J
Policies: Transamerica Landmark Variable Annuity
Transamerica Landmark ML Variable Annuity
AUSA Landmark Variable Annuity
The Atlas Portfolio Builder Variable Annuity
Transamerica EXTRA Variable Annuity
Transamerica Access Variable Annuity
Retirement Income Builder II Variable Annuity
AUSA & Peoples - Advisor's Edge Variable Annuity
Peoples - Advisor's Edge Select Variable Annuity
Legacy Builder Plus
AUSA Financial Freedom Builder
Transamerica Elite
Privilege Select Variable Annuity
Estate Enhancer Variable Life
TransSurvivor Life Variable Universal Life
TransMark Optimum Choice Variable Annuity
TransUltra(R) Variable Universal Life
AUSA Freedom Elite Builder
AUSA Premier Variable Annuity
AUSA Freedom Wealth Protector
AMENDED SCHEDULE A (continued)
Policies (continued):
Immediate Income Builder II
Premier Asset Builder Variable Annuity
Portfolios: AEGON/Transamerica Series Fund, Inc.
Janus Growth
AEGON Bond
X.X. Xxxxxx Money Market
Janus Global
LKCM Strategic Total Return
Xxx Xxxxxx Emerging Growth
Xxxxx Aggressive Growth
AEGON Balanced
Federated Growth & Income
C.A.S.E. Growth
NWQ Value Equity
GE International Equity
GE U.S. Equity
X.X. Xxxxxx Real Estate Securities
X. Xxxx Price Dividend Growth
X. Xxxx Price Small Cap
Xxxxxxx Sachs Growth
Pilgrim Xxxxxx Mid Cap Growth
Salomon All Cap
Dreyfus Mid Cap
Third Avenue Value
Xxxx Asset Allocation
Great Companies - America (SM)
Great Companies - Technology (SM)
Value Line Aggressive Growth
Gabelli Global Growth
Great Companies - Global/2/
LKCM Capital Growth
American Century International
American Century Income & Growth
Munder Net50
BlackRock Large Cap Value
BlackRock Mid Cap Growth
BlackRock Global Science & Technology