FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 27th, 2021 • Tiaa Cref Life Separate Account Va-1 • New York
THIS AGREEMENT, made as of March 30, 2021, by and between LINCOLN VARIABLE INSURANCE PRODUCTS TRUST, a Delaware statutory trust (“Trust”), on its behalf and on behalf of its investment series set forth in Exhibit A (each, a “Fund”), LINCOLN FINANCIAL DISTRIBUTORS, INC., a Connecticut corporation (“Distributor”), LINCOLN INVESTMENT ADVISORS CORPORATION, a Tennessee corporation (“Adviser”), and TIAA-CREF LIFE INSURANCE COMPANY (“Company”), a life insurance company organized under the laws of the State of New York.
AMENDMENT TO PARTICIPATION AGREEMENT Regarding RULES 30e-3 and 498AParticipation Agreement • April 27th, 2021 • Tiaa Cref Life Separate Account Va-1
TIAA CREF Life Insurance Company (the “Company”), Voya Investors Trust, Variable Insurance Trust (the “Fund”), a Massachusetts business trust, and Voya Investments Distributor, LLC, Fund Distributor (the “Underwriter”), a Delaware company, entered into a certain participation agreement dated April 1, 2010 (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of February 4, 2021, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund and the Underwriter (collectively, the “Parties”).
SERVICE and SUBCONTRACTING AGREEMENTService and Subcontracting Agreement • April 27th, 2021 • Tiaa Cref Life Separate Account Va-1 • New York
This Service and Subcontracting Agreement (this “Agreement”) is entered into by and between Teachers Insurance and Annuity Association of America, a New York life insurance company (“TIAA”), and TIAA Shared Services, LLC, a Delaware limited liability corporation (“TSS”) and is effective as of April 1, 2021.
AMENDMENT TO PARTICIPATION AGREEMENT Regarding RULES 30e-3 and 498AParticipation Agreement • April 27th, 2021 • Tiaa Cref Life Separate Account Va-1
TIAA CREF Life Insurance Company (the “Company”), Delaware VIP Trust, an open-end management investment company organized as a statutory trust under the laws of the State of Delaware (the “Fund”), Delaware Management Company (the “Adviser”), a series of Macquarie Investment Management Business Trust, a statutory trust under the laws of the State of Delaware, and Delaware Distributors, L.P., a limited partnership organized under the laws of the State of Delaware (the “Fund Distributor” or the “Underwriter”), entered into a certain participation agreement dated May 2, 2006 (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of January 21, 2021, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund and the Underwriter (collectively, the “Parties”)
AMENDMENT TO PARTICIPATION AGREEMENT Regarding RULES 30e-3 and 498AParticipation Agreement • April 27th, 2021 • Tiaa Cref Life Separate Account Va-1
TIAA CREF Life Insurance Company (the “Company”) on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A of the Participation Agreement (as defined below), the MFS VARIABLE INSURANCE TRUST, a Massachusetts business trust, MFS VARIABLE INSURANCE TRUST II, a Massachusetts business trust, MFS VARIABLE INSURANCE TRUST III, a Delaware statutory trust (each the “Fund”) and MFS Fund Distributors, Inc. (the “Underwriter”), a Delaware corporation are a party to a certain participation agreement dated February 28, 2006 (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of December , 2020, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund and the Underwriter (collectively, the “Parties”).
AMENDMENT TO PARTICIPATION AGREEMENT Regarding RULES 30e-3 and 498AParticipation Agreement • April 27th, 2021 • Tiaa Cref Life Separate Account Va-1
TIAA CREF Life Insurance Company (the “Company”), Franklin Templeton Variable Insurance Products Trust (the “Fund”), a Delaware business trust, and Franklin/Templeton Distributors, Inc. (the “Underwriter”), a California company, entered into a Participation Agreement dated February 1, 2006 and subsequently amended (the “Participation Agreement”).This Amendment (the “Amendment”) to the Participation Agreement is entered into as of January , 2021, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund and the Underwriter (collectively, the “Parties”).
AMENDMENT TO PARTICIPATION AGREEMENT Regarding RULES 30e-3 and 498AParticipation Agreement • April 27th, 2021 • Tiaa Cref Life Separate Account Va-1
TIAA CREF Life Insurance Company (the “Company”), Legg Mason Partners Variable Equity Trust (the “Fund”), a Maryland Corporation, and Legg Mason Investor Services, LLC (the “Distributor”), a limited liability company, entered into a certain participation agreement dated February, 2006 and subsequently amended (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of March 9, 2021 by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund and the Distributor (collectively, the “Parties”).
AMENDMENT TO FUND PARTICIPATION AGREEMENT (Institutional Shares) Regarding RULES 30e-3 and 498AParticipation Agreement • April 27th, 2021 • Tiaa Cref Life Separate Account Va-1
TIAA CREF Life Insurance Company (the “Company”) and Janus Aspen Series, an open-end management investment company organized as a Delaware business trust (the “Trust”), ) entered into a certain fund participation agreement dated February 7, 2006, as amended (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of December 3, 2020, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”) and the Trust (collectively, the “Parties”).
AMENDMENT TO PARTICIPATION AGREEMENT Regarding RULES 30e-3 and 498AParticipation Agreement • April 27th, 2021 • Tiaa Cref Life Separate Account Va-1
TIAA CREF Life Insurance Company (the “Company”), Calamos Advisors Trust (the “Fund”), a business trust organized under the laws of the Commonwealth of Massachusetts, Calamos Advisors LLC, a Delaware limited liability company (the “Adviser”), and Calamos Financial Services LLC, a Delaware limited liability company (the “Underwriter”), entered into a certain participation agreement dated March 7, 2006 (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of November 24, 2020, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund, the Adviser and the Underwriter (collectively, the “Parties”).
AMENDMENT TO PARTICIPATION AGREEMENT Regarding RULES 30e-3 and 498AParticipation Agreement • April 27th, 2021 • Tiaa Cref Life Separate Account Va-1
TIAA CREF Life lnsurance Company (the “Company”), Credit Suisse Trust a Variable Insurance Trust (the “Fund”), a Massachusetts business trust, and Credit Suisse Securities {USA) LLC, the fund Distributor (the “Underwriter”), a Delaware limited liability company, entered into a certain participation agreement dated March 20, 2006 (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of December 11, 2020, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund and the Underwriter (collectively, the “Parties”).
AMENDMENT TO PARTICIPATION AGREEMENT Regarding RULE 30e-3 and RULE 498ATiaa Cref Life Separate Account Va-1 • April 27th, 2021
TIAA-CREF Life Insurance Company (the “Insurance Company”), TIAA-CREF Life Funds (the “Trust”), Teachers Advisors, LLC (the “Adviser”) and Nuveen Securities, LLC (the “Distributor”), entered into the certain Participation Agreement dated February 14, 2014, retroactive to May 1, 2012. This amendment (the “Amendment”) to the Agreement is entered into as of December 9, 2020, with an effective date of January 1, 2021, by and among the Company, on its own behalf and on behalf of each segregated asset account of the Company as set forth in the Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund, Adviser and Distributor (each, a Party, and, collectively, the “Parties”). Capitalized terms used in the Amendment and not defined herein shall have the meaning as ascribed to them in the Agreement.
AMENDMENT TO PARTICIPATION AGREEMENT Regarding RULES 30e-3 and 498AParticipation Agreement • April 27th, 2021 • Tiaa Cref Life Separate Account Va-1
TIAA CREF Life Insurance Company (the “Company”), PIMCO Variable Insurance Trust (the “Fund”), a Delaware business trust, and PIMCO Investments LLC (the “Underwriter”), a Delaware limited liability company, entered into a certain participation agreement dated March 8, 2006, as amended (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of January 1, 2021, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund and the Underwriter (collectively, the “Parties”). Capitalized terms not otherwise defined herein shall have the meaning ascribed to them in the Participation Agreement (defined above).
AMENDMENT TO PARTICIPATION AGREEMENT Regarding RULES 30e-3 and 498AParticipation Agreement • April 27th, 2021 • Tiaa Cref Life Separate Account Va-1
TIAA CREF Life Insurance Company (the “Company”), Neuberger Berman Advisers Management Trust (the “Fund”), a Delaware statutory trust, and Neuberger Berman BD LLC (the “Underwriter”), a Delaware limited liability company, entered into a certain participation agreement dated February 13, 2006, as amended (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of December 3, 2020, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund and the Underwriter (collectively, the “Parties”).
AMENDMENT TO PARTICIPATION AGREEMENT Regarding RULES 30e-3 and 498AParticipation Agreement • April 27th, 2021 • Tiaa Cref Life Separate Account Va-1
TIAA CREF Life Insurance Company (the “Company”), Wanger Advisors Trust (the “Fund”), an open-end management investment company organized under the laws of the Commonwealth of Massachusetts, Columbia Wanger Asset Management, LLC (the “Adviser”) and Columbia Management Investment Distributors, Inc. (the “Distributor”), a Delaware Corporation, entered into a certain participation agreement dated March 1, 2006, as amended and assigned (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of March ___, 2021, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund, the Adviser and the Distributor (collectively, the “Parties”).
AMENDMENT TO PARTICIPATION AGREEMENT Regarding RULES 30e-3Participation Agreement • April 27th, 2021 • Tiaa Cref Life Separate Account Va-1
TIAA CREF Life Insurance Company (the “Company”), John Hancock Variable Insurance Trust (the “Fund”), a Massachusetts business trust, and John Hancock Distributors, LLC (the “Underwriter”), a Delaware limited liability company, entered into a certain participation agreement dated December 2, 2014, as amended (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of December 1, 2020, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), the Fund and the Underwriter (collectively, the “Parties”).
AMENDMENT TO PARTICIPATION AGREEMENT Regarding RULES 30e-3 and 498AParticipation Agreement • April 27th, 2021 • Tiaa Cref Life Separate Account Va-1
TIAA CREF Life Insurance Company (the “Company”), Principal Variable Contracts Funds, Inc. (“PVC”), a Maryland corporation, and Principal Funds Distributor, Inc. ( “PFDI”), a Washington corporation, entered into a certain participation agreement dated January 5, 2007 (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of November 18, 2020, by and among the Company, on its own behalf and on behalf of each separate account of the Company as set forth in the Participation Agreement, as may be amended from time to time (individually and collectively the “Accounts”), PVC and PFDI (collectively, the “Parties”).
