AMENDMENT TO FUND PARTICIPATION AGREEMENT BETWEEN DELAWARE VIP TRUST DELAWARE MANAGEMENT COMPANY DELAWARE DISTRIBUTORS, L.P. AND THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
AMENDMENT TO FUND PARTICIPATION AGREEMENT
BETWEEN
DELAWARE VIP TRUST
DELAWARE MANAGEMENT COMPANY
DELAWARE DISTRIBUTORS, L.P.
AND
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
This Amendment is made this 1st day of March 2022, by and between Delaware VIP Trust (the “Trust”), Delaware Management Company, a series of Macquarie Investment Management Business Trust (the “Adviser”), Delaware Distributors, L.P. (the “Distributor”) and The Lincoln National Life Insurance Company (the “Company”).
WITNESSETH:
WHEREAS, the Trust, the Adviser, the Distributor and the Company entered into a Fund Participation Agreement dated May 1, 1996 (the “Agreement”); and
WHEREAS, the parties have agreed to amend the Agreement to revise the list of variable annuity products and variable life policies investing in the funds on Schedule 2; and
WHEREAS, the parties have agreed to incorporate a new schedule to the Agreement setting forth the list of funds available to the variable annuity products and variable life policies; and
WHEREAS, the parties desire to memorialize the amendment to the Agreement.
NOW, THEREFORE, in consideration of the mutual covenants hereinafter set forth, and intending to be legally bound, the Agreement shall be amended as follows:
1. Schedule 2 of the Agreement is amended and replaced with the attached Schedule 2.
2. A new Schedule 4 setting forth the Funds available to variable annuity products and variable life policies is hereby added to the Agreement in the form annexed hereto.
3. Except as provided herein, the terms and conditions contained in the Agreement shall remain in full force and effect.
[Signature Page Follows]
IN WITNESS WHEREOF, the parties hereto have executed and delivered this Amendment as of the date set forth above.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
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DELAWARE VIP TRUST | ||
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By: |
/s/ Xxxxxxxx Xxxxxx |
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By: |
/s/ Xxxxxx Xxxxxxx |
Name: |
Xxxxxxxx Xxxxxx |
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Name: |
Xxxxxx Xxxxxxx |
Title: |
Sr. Vice President |
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Title: |
Head, US Fund Administration |
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DELAWARE DISTRIBUTORS, L.P. |
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DELAWARE MANAGEMENT COMPANY, a series of Macquarie Investment Management Business Trust | ||
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By: |
/s/ Xxxxx Xxxxxx |
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By: |
/s/ Xxxxx Xxxxxxx |
Name: |
Xxxxx Xxxxxx |
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Name: |
Xxxxx Xxxxxxx |
Title: |
President |
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Title: |
Senior Vice President |
Schedule 2
Variable Annuity Contracts and Variable Life Insurance Policies
Supported by Separate Accounts
As of March 1, 2022
Variable Annuity Contracts
Multi Fund® Individual Variable Annuity Contract (Registered and non-registered)
Multi Fund® 5 Individual Variable Annuity Contract
Multi Fund® 5 Retirement Annuity Contract
Multi Fund® Select Individual Variable Annuity Contract
Multi Fund® Variable Life Insurance Policy
Multi Fund® Group Variable Annuity Contract
Lincoln ChoicePlus Variable Annuity Contract
Lincoln ChoicePlus Access Variable Annuity Contract
Lincoln ChoicePlus Bonus Variable Annuity Contract
Lincoln ChoicePlus II Variable Annuity Contract
Lincoln ChoicePlus II Access Variable Annuity Contract
Lincoln ChoicePlus II Bonus Variable Annuity Contract
Lincoln ChoicePlus II Advance Variable Annuity Contract
Lincoln ChoicePlus Assurance (A Share/Class)
Lincoln ChoicePlus Assurance (B Share)
Lincoln ChoicePlus Assurance (B Class)
Lincoln ChoicePlus Assurance (C Share)
Lincoln ChoicePlus Assurance (L Share)
Lincoln ChoicePlus Assurance (Bonus)
Lincoln ChoicePlus Assurance (Prime)
Lincoln ChoicePlus Assurance (Series)
Lincoln ChoicePlus Design
Lincoln ChoicePlus Fusion
Lincoln ChoicePlus Momentum Income Option
Lincoln ChoicePlus Rollover
Lincoln ChoicePlus Signature
Lincoln InvestmentSolutions
Lincoln Investor AdvantageSM
Lincoln Investor AdvantageSM Fee-Based
Lincoln Investor AdvantageSM RIA
eAnnuity™ Variable Annuity Contract
Group Variable Annuity (GVA) I, II, III
New Directions Core
New Directions Access
New Directions Access 4
Individual Variable Annuity B Share
Individual Variable Annuity C Share
Lincoln Life Director™
Lincoln American Legacy Retirement Group Variable Annuity
Lincoln LifeGoals Variable Universal Life
Variable Life Insurance Policies
Lincoln VUL I Variable Universal Life Insurance Policy
Lincoln VULDB Variable Universal Life Insurance Policy
Lincoln VULDB II Variable Universal Life Insurance Policy
Lincoln VULDB IV Variable Universal Life Insurance Policy
Lincoln VULCV Variable Universal Life Insurance Policy
Lincoln VULCV II Variable Universal Life Insurance Policy
Lincoln VULFlex Variable Universal Life Insurance Policy
Lincoln VULCV III Variable Universal Life Insurance Policy
Lincoln VULCV IV Variable Universal Life Insurance Policy
Lincoln VULONE Variable Universal Life Insurance Policy
Lincoln VULONE 2005 Variable Universal Life Insurance Policy
Lincoln VULONE 2007 Variable Universal Life Insurance Policy
Lincoln Momentum VULONE Variable Universal Life Insurance Policy
Lincoln Momentum VULONE 2005 Variable Universal Life Insurance Policy
Lincoln Momentum VULONE 2007 Variable Universal Life Insurance Policy
Lincoln Momentum SVULONE Variable Universal Life Insurance Policy
Lincoln Momentum SVULONE 2007 Variable Universal Life Insurance Policy
Lincoln Money Guard Variable Universal Life Policy
Lincoln SVUL Variable Universal Life Insurance Policy
Lincoln SVUL I Variable Universal Life Insurance Policy
Lincoln SVUL II Variable Universal Life Insurance Policy
Lincoln SVUL III Variable Universal Life Insurance Policy
Lincoln SVUL IV Variable Universal Life Insurance Policy
Lincoln SVULONE Variable Universal Life Insurance Policy
Lincoln SVULONE 2007 Variable Universal Life Insurance Policy
Lincoln VULONE 2010
Lincoln CVUL Variable Universal Life Insurance Policy
Lincoln CVUL Series III Variable Universal Life Insurance Policy
Lincoln Corporate Variable 4
Lincoln Corporate Variable 5
Lincoln Corporate Variable Private Solutions
Lincoln Ensemble Accumulator VUL
Lincoln Ensemble Protector VUL
Lincoln Ensemble II VUL
Lincoln Ensemble III
Lincoln Ensemble Exec VUL 2006
Lincoln Ensemble Exec
Lincoln Ensemble SVUL
AssetEdge VUL
AssetEdge SVUL
Lincoln Corporate Commitment Variable Universal Life
Pilot Classic Variable Annuity
Pilot Elite Variable Annuity
Allegiance Variable Annuity
Private Placement Variable Universal Life
Schedule 4
As of March 1, 2022
FUND NUMBER |
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FUND NAME |
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CLASS |
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CUSIP |
869 |
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DELAWARE VIP EMERGING MARKETS |
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Service |
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246493886 |
868 |
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DELAWARE VIP EMERGING MARKETS |
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Standard |
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246493878 |
849 |
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DELAWARE VIP EQUITY INCOME |
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Standard |
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246493498 |
847 |
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DELAWARE VIP FUND FOR INCOME |
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Standard |
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246493522 |
851 |
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DELAWARE VIP GROWTH AND INCOME |
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Standard |
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246493472 |
848 |
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DELAWARE VIP GROWTH EQUITY |
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Standard |
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246493514 |
890 |
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DELAWARE VIP INTERNATIONAL |
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Service |
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246493373 |
855 |
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DELAWARE VIP INTERNATIONAL |
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Standard |
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246493431 |
859 |
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DELAWARE VIP INVESTMENT GRADE |
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Service |
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246493381 |
858 |
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DELAWARE VIP INVESTMENT GRADE |
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Standard |
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246493399 |
853 |
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DELAWARE VIP LIMITED DURATION BOND |
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Standard |
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246493456 |
852 |
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DELAWARE VIP OPPORTUNITY |
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Standard |
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246493464 |
885 |
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DELAWARE VIP SMALL CAP VALUE |
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Service |
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246493688 |
884 |
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DELAWARE VIP SMALL CAP VALUE |
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Standard |
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246493670 |
854 |
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DELAWARE VIP SPECIAL SITUATIONS |
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Standard |
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246493449 |
857 |
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DELAWARE VIP TOTAL RETURN |
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Service |
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246493415 |
856 |
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DELAWARE VIP TOTAL RETURN |
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Standard |
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246493423 |