AMENDMENT TO PARTICIPATION AGREEMENT
Exhibit 8(g)(ii)
AMENDMENT TO PARTICIPATION AGREEMENT
This AMENDMENT TO PARTICIPATION AGREEMENT (the “Amendment”) is made and entered into as of the
1st day of May, 2007, by and among ANNUITY INVESTORS LIFE INSURANCE COMPANY (the “Company”), on its
own behalf and on behalf of each separate account of the Company identified in the Participation
Agreement (as defined below), THE UNIVERSAL INSTITUTIONAL FUNDS, INC. (the “Fund,” formerly Xxxxxx
Xxxxxxx Universal Funds, Inc.) and XXXXXX XXXXXXX INVESTMENT MANAGEMENT INC. (the “Adviser,”
formerly Xxxxxx Xxxxxxx Asset Management Inc.).
WHEREAS, the Company, the Fund and the Adviser have entered into a Participation Agreement
dated as of May 1, 1997, as such agreement may be amended from time to time (the “Participation
Agreement”); and
WHEREAS, the Company, the Fund and the Adviser wish to amend the Participation Agreement in
certain respects.
NOW, THEREFORE, in consideration of their mutual promises, and other good and valuable
consideration, the receipt and sufficiency of which is hereby acknowledged, the Company, the
Fund and the Adviser agree to amend the Participation Agreement as follows:
1. Schedule A of the Participation Agreement is deleted and replaced in its entirety
with the attached Schedule A.
2. Schedule B of the Participation Agreement is deleted and replaced in its entirety
with the attached Schedule B.
3. Except as provided herein, the Participation Agreement shall remain in full force
and effect. This Amendment and the Participation Agreement, as amended, constitute the entire
agreement between the parties hereto pertaining to the subject matter hereof and fully
supersede
any and all prior agreements or understandings between the parties hereto pertaining to the
subject matter hereof. In the event of any conflict between the terms of this Amendment and
the
Participation Agreement, the terms of this Amendment shall control.
4. This Amendment may be amended only by written instrument executed by each
party hereto.
5. This Amendment shall be effective as of the date written above.
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1
IN WITNESS WHEREOF, each of the parties hereto has caused this Amendment to be executed in
its name and on its behalf by its duly authorized representative as of the date specified above.
ANNUITY INVESTORS LIFE INSURANCE COMPANY
By: | /s/ Xxxx X. Xxxxxx | |||||
Name: | Xxxx X. Xxxxxx | |||||
Title: | Senior Vice President & | |||||
General Counsel |
THE UNIVERSAL INSTITUTIONAL FUNDS, INC.
By: | /s/ Xxxxxx X. Xxxxxxx | |||||
Name: | Xxxxxx X. Xxxxxxx | |||||
Title: | President |
XXXXXX XXXXXXX INVESTMENT MANAGEMENT INC
By: | /s/ Xxxxxx X. Xxxxxxxx | |||||
Name: | Xxxxxx X. Xxxxxxx | |||||
Title: | Managing Director |
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SCHEDULE A
PORTFOLIOS OF THE UNIVERSAL INSTITUTIONAL
FUNDS. INC. AVAILABLE UNDER THIS AGREEMENT
PORTFOLIOS OF THE UNIVERSAL INSTITUTIONAL
FUNDS. INC. AVAILABLE UNDER THIS AGREEMENT
Class I Shares
Core Plus Fixed Income Portfolio
Mid Cap Growth Portfolio
U.S. Mid-Cap Value Portfolio
U.S Real Estate Portfolio
Value Portfolio
Core Plus Fixed Income Portfolio
Mid Cap Growth Portfolio
U.S. Mid-Cap Value Portfolio
U.S Real Estate Portfolio
Value Portfolio
A-1
SCHEDULE B
SEPARATE ACCOUNTS AND ASSOCIATED CONTRACTS
Name of Separate Account and | Form Number and Name of | |
Date Established by Board of Directors | Contract Funded by Separate Account | |
Annuity Investors Variable Account A
|
A800(NQ96)-3 | |
(May 26, 1995)
|
The Commodore Americus | |
Individual Flexible Premium | ||
Deferred Variable Annuity | ||
A800(Q96)-3 | ||
The Commodore Americus | ||
Individual Flexible Premium | ||
Deferred Variable Annuity | ||
G800(95)-3 | ||
The Commodore Nauticus | ||
Group Flexible Premium | ||
Deferred Variable Annuity | ||
A801-BD(NQRev. 3/97)-3 | ||
(December 19, 1996)
|
The Commodore Spirit | |
Individual Flexible Premium | ||
Deferred Variable Annuity | ||
A801-BD (Q Rev. 3/97)-3 | ||
The Commodore Spirit | ||
Individual Flexible Premium | ||
Deferred Variable Annuity | ||
G801-BD(97)-3 | ||
The Commodore Spirit | ||
Group Flexible Premium | ||
Deferred Variable Annuity | ||
P1809003NW | ||
The Commodore Spirit | ||
Individual Flexible Premium | ||
Deferred Variable Annuity (Non-Qualified) | ||
P1809103NW | ||
The Commodore Spirit | ||
Individual Flexible Premium | ||
Deferred Variable Annuity (Qualified) |
B-1
Name of Separate Account and | Form Number and Name of | |
Date Established by Board of Directors | Contract Funded by Separate Account | |
P1813206NW | ||
The Commodore Independence | ||
Individual Flexible Premium | ||
Deferred Variable Annuity | ||
A802(NQ98)-3 | ||
The Commodore Independence | ||
Individual Flexible Premium | ||
Deferred Variable Annuity | ||
A802(Q98)-3 | ||
The Commodore Independence | ||
Individual Flexible Premium | ||
Deferred Variable Annuity | ||
G802(99)-3 | ||
The Commodore Independence | ||
Group Flexible Premium | ||
Deferred Variable Annuity | ||
G2010407NW | ||
The Commodore Independence | ||
Group Flexible Premium | ||
Deferred Variable Annuity | ||
A803(NQ98)-3 | ||
The Commodore Advantage | ||
Individual Flexible Premium | ||
Deferred Variable Annuity | ||
A803(Q98)-3 | ||
The Commodore Advantage | ||
Individual Flexible Premium | ||
Deferred Variable Annuity | ||
G803(98)-3 | ||
The Commodore Advantage | ||
Group Flexible Premium | ||
Deferred Variable Annuity |
B-2
Name of Separate Account and | Form Number and Name of | |
Date Established by Board of Directors | Contract Funded by Separate Account | |
P1809603NW | ||
The Commodore Advantage | ||
Individual Flexible Premium | ||
Deferred Variable Annuity | ||
(Non-Qualified) | ||
P1809703NW | ||
The Commodore Advantage | ||
Individual Flexible Premium | ||
Deferred Variable Annuity (Qualified) | ||
Annuity Investors Variable Account C
|
P1805001NW | |
(November?, 2001)
|
The Commodore Helmsman | |
Individual Flexible Premium | ||
Deferred Variable Annuity (Non-Qualified) | ||
P1805101NW | ||
The Commodore Helmsman | ||
Individual Flexible Premium | ||
Deferred Variable Annuity (Qualified) | ||
P1809203NW | ||
The Commodore Helmsman | ||
Individual Flexible Premium | ||
Deferred Variable Annuity (Non-Qualified) | ||
P1809303NW | ||
The Commodore Helmsman | ||
Individual Flexible Premium | ||
Deferred Variable Annuity (Qualified) | ||
P1805201NW | ||
The Commodore Majesty | ||
Individual Flexible Premium | ||
Deferred Variable Annuity (Non-Qualified) | ||
P1805301NW | ||
The Commodore Majesty | ||
Individual Flexible Premium | ||
Deferred Variable Annuity (Qualified) |
B-3
Name of Separate Account and | Form Number and Name of | |
Date Established by Board of Directors | Contract Funded by Separate Account | |
P1809403NW | ||
The Commodore Majesty | ||
Individual Flexible Premium | ||
Deferred Variable Annuity (Non-Qualified) | ||
P1809503NW | ||
The Commodore Majesty | ||
Individual Flexible Premium | ||
Deferred Variable Annuity (Qualified) |
B-4