FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 28th, 2023 • Horace Mann Life Insurance Co Separate Account • New York
Horace Mann Life Insurance Company ("Insurance Company"), for itself and on behalf of one or more separate accounts of the Insurance Company ("Separate Accounts"), American Funds Distributors, Inc. ("AFD"), American Funds Service Company ("Transfer Agent"), Capital Research and Management Company ("CRMC"), and the American Funds Insurance Series (the "Series"), an open-end investment company for which AFD, CRMC and Transfer Agent provide services and which is divided into funds (hereinafter collectively called the "Funds" and, individually, a "Fund"), for good and valuable consideration, hereby agree on this, 24th day of March, 2014, that Class 4 shares of the Funds ("Class 4 Shares") and Class P2 shares of the Funds ("Class P2 Shares" and together with Class 4 Shares, the "shares") shall be made available to serve as underlying investment media for certain variable annuity contracts (hereinafter called "Contract(s)"; holders of such Contracts hereinafter called "Contractholder(s)") to
AXA EQUITABLE LIFE INSURANCE COMPANY AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 22nd, 2021 • Separate Account No. 70
THIS AMENDMENT (“Amendment”) amends the FUND PARTICIPATION AND SERVICE AGREEMENT dated January 2, 2013 (together with any prior amendments thereto, the “Agreement”) which is hereby incorporated by reference, and is made as of September 10, 2020 by and between AXA EQUITABLE LIFE INSURANCE COMPANY (“Insurance Company”); AMERICAN FUNDS DISTRIBUTORS, INC. (“AFD”); AMERICAN FUNDS SERVICE COMPANY (“Transfer Agent”); CAPITAL RESEARCH AND MANAGEMENT COMPANY (“CRMC”); and the AMERICAN FUNDS INSURANCE SERIES (the “Series”). Capitalized terms not defined herein shall have the same meaning assigned to them in the Agreement.
FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • December 12th, 2017 • Mutual of America Separate Account No 2 • New York
Mutual of America Life Insurance Company (“Insurance Company”), for itself and on behalf of one or more separate accounts of the Insurance Company (“Separate Accounts”), American Funds Distributors, Inc. (“AFD”), American Funds Service Company (“Transfer Agent”), Capital Research and Management Company (“CRMC”), and the American Funds Insurance Series (the “Series”), an open-end investment company for which AFD, CRMC and Transfer Agent provide services and which is divided into funds (hereinafter collectively called the “Funds” and, individually, a “Fund”), for good and valuable consideration, hereby agree on this 10th day of April 2013, that Class 1 shares of the Funds (“Class 1 Shares” or the “shares”) shall be made available to serve as underlying investment media for certain variable annuity contracts (hereinafter called “Contract(s)”; holders of such Contracts hereinafter called “Contractholder(s)”) to be offered by the Insurance Company subject to the following provisions:
AXA EQUITABLE LIFE INSURANCE COMPANY AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 22nd, 2021 • Separate Account No. 70
THIS AMENDMENT (“Amendment”) amends the FUND PARTICIPATION AND SERVICE AGREEMENT dated January 2, 2013 (together with any prior amendments thereto, the “Agreement”) which is hereby incorporated by reference, and is made as of September 10, 2020 by and between AXA EQUITABLE LIFE INSURANCE COMPANY (“Insurance Company”); AMERICAN FUNDS DISTRIBUTORS, INC. (“AFD”); AMERICAN FUNDS SERVICE COMPANY (“Transfer Agent”); CAPITAL RESEARCH AND MANAGEMENT COMPANY (“CRMC”); and the AMERICAN FUNDS INSURANCE SERIES (the “Series”). Capitalized terms not defined herein shall have the same meaning assigned to them in the Agreement.
FIFTH AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENT Regarding SERIES SHAREHOLDER REPORTS AND OTHER REQUIRED MATERIALSFund Participation and Service Agreement • April 21st, 2022 • Separate Account Fp
Equitable Financial Life Insurance Company, formerly known as AXA Equitable Life Insurance Company, a New York life insurance company, and Equitable Financial Life Insurance Company of America, formerly known as MONY Life Insurance Company of America, an Arizona stock life insurance company (collectively “Company”), American Funds Distributors, Inc. (the “Distributor”), American Funds Services Company (the “Transfer Agent”), Capital Research and Management Company (the “Advisor”) and the American Funds Insurance Series (the “Series”), an open-end investment company for which the Distributor, the Advisor and the Transfer Agent provide services and which is divided into funds (collectively called the “Funds” and individually, a “Fund”), entered into a certain fund participation and service agreement dated January 2, 2013 (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of February 5, 2021, by and among the Company, on its
FUND PARTICIPATION AND SERVICE AGREEMENT Forethought Life Insurance Company ("Insurance Company"), for itself and on behalf of one or more separate accounts of the Insurance Company ("Separate Accounts"), American Funds Distributors, Inc. ("AFD"),...Fund Participation and Service Agreement • December 31st, 2012 • Forethought Life Insurance Co Separate Account A • New York
AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 25th, 2013 • TIAA Separate Account VA-3
This Amendment is entered into as of April 1, 2013, by and among Teachers Insurance and Annuity Association of America (the “Company”) on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A of the Agreement (as defined below) as may be amended from time to time, DFA Investment Dimensions Group Inc. (the “Fund”), a Maryland corporation, Dimensional Fund Advisors LP, a Delaware limited partnership (the “Adviser”), and DFA Securities LLC, a Delaware limited liability company (the “Underwriter”).
AMENDMENT NO. 1 TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 27th, 2018 • American Fidelity Separate Account C
This Amendment No. 1 to Fund Participation and Service Agreement (this "Amendment"), dated as of November 14, 2017, is by and between American Fidelity Assurance Company, an Oklahoma corporation (the "Insurance Company"), for itself and on behalf of the Separate Accounts (as defined herein), American Funds Distributors, Inc. ("AFD"), American Funds Service Company ("Transfer Agent"), Capital Research and Management Company ("CRMC"), and the American Funds Insurance Series (the "Series"), an open-end investment company for which AFD, CRMC and Transfer Agent provide services and which is divided into funds (hereinafter collectively called the "Funds" and, each individually, a "Fund"; the Insurance Company, AFD, Transfer Agent, CRMC, Series may be referred to herein as the "Parties").
FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 26th, 2022 • Jefferson National Life Annuity Account G • New York
Jefferson National Life Insurance Company (“Insurance Company”), for itself and on behalf of one or more separate accounts of the Insurance Company (“Separate Accounts”), American Funds Distributors, Inc. (“AFD”), American Funds Service Company (“Transfer Agent”), Capital Research and Management Company (“CRMC”), and the American Funds Insurance Series (the “Series”), an open-end investment company for which AFD, CRMC and Transfer Agent provide services and which is divided into funds (hereinafter collectively called the “Funds” and, individually, a “Fund”), for good and valuable consideration, hereby agree on this 13th day of November 2013, that Class 4 shares of the Funds (“Class 4 Shares”) and Class P2 shares of the Funds (“Class P2 Shares” and together with Class 4 Shares, the “shares”) shall be made available to serve as underlying investment media for certain variable annuity contracts (hereinafter called “Contract(s)”; holders of such Contracts hereinafter called “Contractholder
AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 25th, 2013 • TIAA Separate Account VA-3
This Amendment is entered into as of March 19, 2013, by and among Teachers Insurance and Annuity Association of America (the “Company”) on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A of the Agreement (as defined below) as may be amended from time to time and Dodge and Cox Funds, A Delaware Statutory trust, as distributor for shares of the Dodge and Cox family of mutual funds (collectively, the “Funds” or “You” and individually, a “Fund”).
AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 25th, 2013 • TIAA Separate Account VA-3
This Amendment is entered into as of March 22, 2013, by and among Teachers Insurance and Annuity Association of America (the “Company”) on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A of the Agreement as may be amended from time to time, T. Rowe Price Associates, Inc. (“Adviser”), on behalf of itself and the T. Rowe Price Funds (“Fund” or “Funds”) and T. Rowe Price Investment Services, Inc. (hereinafter the “Underwriter”), a Maryland corporation. For purposes of this Amendment, the Fund, Adviser and Underwriter are together referred to as “You.”
AMENDMENT NO. 2 TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 27th, 2023 • American Fidelity Separate Account C
This Amendment, effective as of September 19, 2018 amends the Fund Participation and Service Agreement (the “Agreement”) dated August 19, 2014, as amended, by and among American Fidelity Assurance Company, an Oklahoma corporation (the “Insurance Company”), for itself and on behalf of the separate accounts of the Insurance Company listed on Exhibit B to the Agreement (the “Separate Accounts”), American Funds Distributors, Inc. (“AFD”), American Funds Service Company (“Transfer Agent”), Capital Research and Management Company (“CRMC”), and the American Funds Insurance Series (the “Series”).
AMENDMENT NO. 2 TOFund Participation and Service Agreement • November 24th, 2020 • Pruco Life Inurance Co of New Jersey FLXBL Prmium Var Ann Ac • Life insurance
This Second Amendment (“Amendment), effective as of September 1st, 2020 amends the Fund Participation and Service Agreement (the “Agreement”), dated October 9, 2019 by and among Pruco Life Insurance Company and Pruco Life Insurance Company of New Jersey (referred to in the Agreement as the “Company,” but referred to herein as “PLIC” and “PLICNJ” respectively), American Funds Distributors, Inc. (the “Distributor”), American Funds Service Company (the “Transfer Agent”), Capital Research and Management Company (the “Adviser”), and American Funds Insurance Series (the “Series”).
AMENDMENT NO. 2 TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 27th, 2023 • American Fidelity Separate Account B
This Amendment, effective as of September 19, 2018 amends the Fund Participation and Service Agreement (the “Agreement”) dated August 19, 2014, as amended, by and among American Fidelity Assurance Company, an Oklahoma corporation (the “Insurance Company”), for itself and on behalf of the separate accounts of the Insurance Company listed on Exhibit B to the Agreement (the “Separate Accounts”), American Funds Distributors, Inc. (“AFD”), American Funds Service Company (“Transfer Agent”), Capital Research and Management Company (“CRMC”), and the American Funds Insurance Series (the “Series”).
FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 16th, 2015 • Modern Woodmen of America Variable Annuity Account • New York
Modern Woodmen of America (the “Society”), for itself and on behalf of one or more separate accounts of the Society (“Separate Accounts”), American Funds Distributors, Inc. (“AFD”), American Funds Service Company (“Transfer Agent”), Capital Research and Management Company (“CRMC”), and the American Funds Insurance Series (the “Series”), an open-end investment company for which AFD, CRMC and Transfer Agent provide services and which is divided into funds (hereinafter collectively called the “Funds” and, individually, a “Fund”), for good and valuable consideration, hereby agree on this 11th day of March 2015, that Class 1 shares of the Funds and Class 2 shares of the Funds (“Class 1 or 2 Shares”) and Class P1 shares of the Funds (“Class P1 Shares” and together with Class 1or 2 Shares, the “shares”) shall be made available to serve as underlying investment media for certain variable annuity contracts (hereinafter called “Certificate(s)”; holders of such Certificates hereinafter called “Ce
AMENDMENT NO. 1 TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 29th, 2024 • Symetra Separate Account Sl
This Amendment, effective as of March _________, 2019 amends the Fund Participation and Service Agreement (“Agreement”), dated January 29, 2013, by and among Symetra Life Insurance Company (“Insurance Company”), for itself and on behalf of one or more separate accounts of the Insurance Company (“Separate Accounts”), American Funds Distributors, Inc. (“AFD”), American Funds Service Company (“Transfer Agent”), Capital Research and Management Company (“CRMC”), and the American Funds Insurance Series (the “Series”).
AMENDMENT NO. 2 TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • August 30th, 2021 • Symetra Separate Account Sl
This Amendment, effective as of ________________, 2021, amends the Fund Participation and Service Agreement (“Agreement”) dated January 29, 2013, as amended, by and among Symetra Life Insurance Company, (“Insurance Company”), for itself and on behalf of one or more separate accounts of the Insurance Company (“Separate Accounts”), American Funds Distributors, Inc. (“AFD”), American Funds Service Company (“Transfer Agent”), Capital Research and Management Company (“CRMC”), and the American Funds Insurance Series (the “Series”).
FOURTH AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 23rd, 2012 • TIAA Separate Account VA-3
This Amendment is entered into as of April 16, 2012, by and among Teachers Insurance and Annuity Association of America (the “Insurance Company”) on its own behalf and on behalf of each segregated asset account of the Insurance Company set forth on Exhibit A of the Agreement (as defined below) as may be amended from time to time (individually and collectively “Separate Accounts”), TIAA-CREF Individual & Institutional Services, LLC (“TC Services”, being a party only for the purpose of consenting to this Amendment), American Funds Distributors, Inc. (the “Distributor”), American Funds Service Company (the “Transfer Agent”), and Capital Research and Management Company (the “Adviser”) on behalf of each of the open-end investment companies, or series thereof for which Distributor, Transfer Agent and Adviser provide services (hereinafter called the “Funds” and, individually, a “Fund”).
AMENDMENT NO. 1 to the FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • March 31st, 2017 • MEMBERS Horizon Variable Separate Account
This Amendment, dated as of November 16, 2016 to the Fund Participation and Service Agreement dated as of February 25, 2016 (the “Agreement”), between MEMBERS Life Insurance Company (“Insurance Company”), for itself and on behalf of one or more separate accounts of the Insurance Company (“Separate Accounts”),American Funds Distributors, Inc. (“AFD”),American Funds Service Company (“Transfer Agent”),Capital Research and Management Company (“CRMC”), and the American Funds Insurance Series (the “Series”). All capitalized terms used herein and not otherwise defined shall have the meaning ascribed to such term in the Agreement.
AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • December 1st, 2016 • Tiaa Separate Account Va-3
This Amendment is entered into as of , 2016, by and among Teachers Insurance and Annuity Association of America (the “Company”) on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A of the Agreement as may be amended from time to time, T. Rowe Price Associates, Inc. (“Adviser”), on behalf of itself and the T. Rowe Price Funds (“Fund” or “Funds”) and T. Rowe Price Investment Services, Inc. (hereinafter the “Underwriter”), a Maryland corporation.
AMENDMENT NO. 1 TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • June 29th, 2020 • Thrivent Variable Annuity Account I
This First Amendment (“Amendment”), effective as of May 27, 2020, amends the Fund Participation and Service Agreement (the “Agreement”), dated June 6, 2017, by and among Thrivent Financial for Lutherans (“Insurance Company”), American Funds Distributors, Inc. (“AFD”), American Funds Service Company (“Transfer Agent”), Capital Research and Management Company (“CRMC”) and American Funds Insurance Series (the “Series”).
Amendment No. 3 to the Fund Participation and Service AgreementFund Participation and Service Agreement • September 28th, 2023 • Pruco Life of New Jersey Variable Appreciable Account
Reference is made to that certain Fund Participation and Service Agreement, dated May 30, 2013, as amended (the "Agreement"), by and among Pruco Life Insurance Company and Pruco Life Insurance Company of New Jersey (collectively, "Insurance Company"), for itself and on behalf of one or more separate accounts of the Insurance Company ("Separate Accounts"), American Funds Distributors, Inc. ("AFD"), American Funds Service Company ("Transfer Agent"), Capital Research and Management Company ("CRMC"), and the American Funds Insurance Series (the "Series"), an open-end investment company for which AFD, CRMC and Transfer Agent provide services and which is divided into funds (hereinafter collectively called the "Funds" and, individually, a "Fund").
AMENDMENT NO. 1 TOFund Participation and Service Agreement • June 15th, 2020 • Pruco Life Flexible Premium Variable Annuity Account
This First Amendment (“Amendment), effective as of June 5th, 2020 amends the Fund Participation Agreement (the “Agreement”), dated October 9, 2019 by and among Pruco Life Insurance Company (referred to in the Agreement as the “Company,” but referred to herein as “PLIC”), American Funds Distributors, Inc. (the “Distributor”), American Funds Service Company (the “Transfer Agent”), Capital Research and Management Company (the “Adviser”), and American Funds Insurance Series (the “Series”).
AMENDMENT NO. 1 FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 28th, 2015 • Separate Account I of Integrity Life Insurance Co
The Fund Participation and Service Agreement (the “Agreement”), dated December 13, 2013, by and among Integrity Life Insurance Company, for itself and on behalf of one or more separate accounts of the Insurance Company, American Funds Distributors, Inc., American Funds Service Company, Capital Research and Management Company, and the American Funds Insurance Series, is hereby amended.
AMENDMENT NO. 1 FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 28th, 2015 • Separate Account I of National Integrity Life Ins Co
The Fund Participation and Service Agreement (the “Agreement”), dated December 13, 2013, by and among National Integrity Life Insurance Company, for itself and on behalf of one or more separate accounts of the Insurance Company, American Funds Distributors, Inc., American Funds Service Company, Capital Research and Management Company, and the American Funds Insurance Series, is hereby amended.
AMENDMENT NO. 1 TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 30th, 2019 • Farmers Variable Life Separate Account A
This Amendment, effective as of December 31, 2018 amends the Fund Participation and Service Agreement (the “Agreement “) dated the 4th day of April, 2016, as amended, by and among Farmers New World Life Insurance Company (“Insurance Company”), American Funds Distributors, Inc. (“CRMC”), and the American Funds Insurance Series (the “Series”).
FIRST AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 27th, 2015 • Principal Life Insurance Co Variable Life Sep Account
This First Amendment (“Amendment”) dated as of ________________________, and effective as of May 1, 2015, is by and among Principal Life Insurance Company, Principal National Life Insurance Company (collectively “Insurance Company”), for themselves and on behalf of one or more separate accounts of the Insurance Company (“Separate Accounts”), American Funds Distributors, Inc. (“AFD”), American Funds Service Company (“Transfer Agent”), Capital Research and Management Company (“CRMC”), and the American Funds Insurance Series (the “Series). This Amendment amends the Fund Participation and Service Agreement (the “Agreement”) dated May 1, 2014. All capitalized terms used herein but not otherwise defined shall have the meaning ascribed such term in the Agreement.
FUND PARTICIPATION AND SERVICE AGREEMENT Symetra Life Insurance Company ("Insurance Company"), for itself and on behalf of one or more separate accounts of the Insurance Company ("Separate Accounts"), American Funds Distributors, Inc. ("AFD"),...Fund Participation and Service Agreement • January 30th, 2013 • Symetra Resource Variable Account B • New York
AMENDMENT NO. 1 TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1
This Amendment, effective as of December , 2014, amends the Fund Participation and Service Agreement (the “Agreement”) dated November 13, 2013, between Jefferson National Life Insurance Company (“JNL”), for itself and on behalf of one or more separate accounts, American Funds Distributors, Inc. (“AFD”), American Funds Service Company (“Transfer Agent”), Capital Research and Management Company (“CRMC”), and the American Funds Insurance Series (the “Series”). All capitalized terms used herein and not otherwise defined shall have the meaning ascribed such terms in the Agreement.
FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 6th, 2016 • MEMBERS Horizon Variable Separate Account • New York
MEMBERS Life Insurance Company (“Insurance Company”), for itself and on behalf of one or more separate accounts of the Insurance Company (“Separate Accounts”), American Funds Distributors, Inc. (“AFD”), American Funds Service Company (“Transfer Agent”), Capital Research and Management Company (“CRMC”), and the American Funds Insurance Series (the “Series”), an open-end investment company for which AFD, CRMC and Transfer Agent provide services and which is divided into funds (hereinafter collectively called the “Funds” and, individually, a “Fund”), for good and valuable consideration, hereby agree on this 25th day of February 2016, that Class 1 shares of the Funds (“Class 1 Shares” or the “shares”) shall be made available to serve as underlying investment media for certain variable annuity contracts (hereinafter called “Contract(s)”; holders of such Contracts hereinafter called “Contractholder(s)”) to be offered by the Insurance Company subject to the following provisions:
FIFTH AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 25th, 2013 • TIAA Separate Account VA-3
This Amendment is entered into as of April 11 , 2013, by and among Teachers Insurance and Annuity Association of America (the “Insurance Company”) on its own behalf and on behalf of each segregated asset account of the Insurance Company set forth on Exhibit A of the Agreement (as defined below) as may be amended from time to time (individually and collectively “Separate Accounts”), TIAA-CREF Individual & Institutional Services, LLC (“TC Services”, being a party only for the purpose of consenting to this Amendment), American Funds Distributors, Inc. (the “Distributor”), American Funds Service Company (the “Transfer Agent”), and Capital Research and Management Company (the “Adviser”) on behalf of each of the open-end investment companies, or series thereof for which Distributor, Transfer Agent and Adviser provide services (hereinafter called the “Funds” and, individually, a “Fund”). For purposes of this Amendment, Distributor, Transfer Agent and Adviser are together referred to as “You.”
AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 23rd, 2008 • TIAA Separate Account VA-3
This Amendment is entered into as of , 2007, by and among Teachers Insurance and Annuity Association of America (the “Company”) on its own behalf and on behalf of each segregated asset account of the Company set forth on Exhibit A of the Agreement (as defined below) as may be amended from time to time (individually and collectively “Separate Accounts”), TIAA-CREF Individual & Institutional Services, LLC (“TC Services”, being a party only for the purpose of consenting to this Amendment), American Funds Distributors, Inc. (the “Distributor”), American Funds Service Company (the “Transfer Agent”), and Capital Research and Management Company (the “Adviser”) on behalf of each of the open-end investment companies, or series thereof for which Distributor, Transfer Agent and Adviser provide services (hereinafter collectively called the “Funds” and, individually, a “Fund”).
FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • June 29th, 2017 • Thrivent Variable Annuity Account I • New York
Thrivent Financial for Lutherans (“Insurance Company”), for itself and on behalf of one or more separate accounts of the Insurance Company (“Separate Accounts”), American Funds Distributors, Inc. (“AFD”), American Funds Service Company (“Transfer Agent”), Capital Research and Management Company (“CRMC”), and the American Funds Insurance Series (the “Series”), an open-end investment company for which AFD, CRMC and Transfer Agent provide services and which is divided into funds (hereinafter collectively called the “Funds” and, individually, a “Fund”), for good and valuable consideration, hereby agree on this 6 day of June 2017, that Class 1 shares of the Funds (“Class 1 Shares” or the “shares”) shall be made available to serve as underlying investment media for certain variable annuity contracts (hereinafter called “Contract(s)”; holders of such Contracts hereinafter called “Contractholder(s)”) to be offered by the Insurance Company subject to the following provisions:
SIXTH AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • February 7th, 2024 • Separate Account No. 70
Equitable Financial Life Insurance Company, formerly known as AXA Equitable Life Insurance Company, a New York life insurance company, and Equitable Financial Life Insurance Company of America, formerly known as MONY Life Insurance Company of America, an Arizona life insurance company (collectively, the “Company”), American Funds Distributors, Inc. (the “Distributor”), American Funds Services Company (the “Transfer Agent”), Capital Research and Management Company (the “Advisor”) and the American Funds Insurance Series (the “Series”), an open-end investment company for which the Distributor, the Advisor and the Transfer Agent provide services and which is divided into funds (collectively called the “Funds” and individually, a “Fund”), entered into a certain Fund Participation and Service Agreement dated January 2, 2013 (the “Participation Agreement”). This Amendment (the “Amendment”) to the Participation Agreement is entered into as of 9/25/2023 | 10:33 AM EDT, 2023, by and among the Co
AMENDMENT 1 TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 20th, 2021 • Separate Account A
AXA Equitable Life Insurance Company (“AXA”), for itself and on behalf of one or more separate accounts of AXA (“AXA Separate Accounts”), MONY Life Insurance Company of America (“MLOA” and together with AXA, “Insurance Company”), for itself and on behalf of one or more separate accounts of MLOA (“MLOA Separate Accounts” and together with the AXA Separate Accounts, the “Separate Accounts”), American Funds Distributors, Inc. (“AFD”), American Funds Service Company (“Transfer Agent”), Capital Research and Management Company (“CRMC”), and the American Funds Insurance Series (the “Series”) agree to amend that certain Fund Participation and Service Agreement, dated January 2, 2013 (the “Agreement”), between AXA, AFD, Transfer Agent, CRMC and the Series, as of April 19, 2013. All capitalized terms used herein but not otherwise defined shall have the meaning ascribed such term in the Agreement.
