Participation and Service Agreement Sample Contracts

Amendment No. 1 to Fund Participation and Service Agreement between
Participation and Service Agreement • April 18th, 2014 • Separate Account a of Pacific Life Insurance Co

Pacific Life Insurance Company and Pacific Life & Annuity Company (collectively shall be called the “Insurance Company”), on its behalf and on behalf of certain segregated asset accounts of the Insurance Company, American Funds Distributors, Inc., American Funds Insurance Series, American Funds Service Company and Capital Research and Management Company, have previously entered into a Fund Participation and Service Agreement dated October 1, 2013 (the “Agreement”). The parties now desire to amend the Agreement by this amendment (the “Amendment”).

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Form of FUND PARTICIPATION AND SERVICE AGREEMENT
Participation and Service Agreement • June 19th, 2015 • Protective Variable Annuity Separate Account • New York

Protective 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 day of 201 , that Class 2 shares of the Funds and Class 4 shares of the Funds (“Class 2 or 4 Shares” together , 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 f

Contract
Participation and Service Agreement • September 18th, 2020 • Texas

the provisions of this Section 10(g). Notices shall be deemed to have been given effectively under this Agreement upon posting to the recipient's email account if sent by email or upon receipt if sent by mail. Participant agrees to waive all claims resulting from failure to receive Notices because of changes in Participant's email address or mailing address.

FOURTH AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENT
Participation and Service Agreement • December 16th, 2020 • Equitable America Variable Account 70A of Equitable Financial Life Insurance Co of America

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 “Fund”), 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 November 17, 2020, by and among the Company, on its

FUND PARTICIPATION AND SERVICE AGREEMENT
Participation and Service Agreement • December 22nd, 2006 • TIAA Separate Account VA-3 • New York

Teachers Insurance and Annuity Association of America (hereinafter called the “Insurance Company”), for itself and on behalf of one or more separate accounts of the Insurance Company listed on Exhibit A (hereinafter called "Separate Accounts"), TIAA-CREF Individual & Institutional Services, LLC (for purposes of paragraph 9(e) only), American Funds Distributors, Inc. (hereinafter called “Distributor”), American Funds Service Company (hereinafter called “Transfer Agent”), Capital Research and Management Company (hereinafter called “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"), for good and valuable consideration, hereby agree on this ____ day of ___________ 2006, that Class R-5 shares (“shares” or “Class R Shares”) of the Funds listed on Exhibit A shall be made available to serve as underlying investment media

Amendment No. 4 to Fund Participation and Service Agreement between Pacific Life Insurance Company Pacific Life & Annuity Company American Funds Distributors, Inc. American Funds Insurance Series American Funds Service Company and Capital Research and...
Participation and Service Agreement • May 9th, 2019 • Pacific Select Exec Separate Acct Pacific Life Ins

Pacific Life Insurance Company and Pacific Life & Annuity Company (collectively shall be called the “Insurance Company”), on its behalf and on behalf of certain segregated asset accounts of the Insurance Company, American Funds Distributors, Inc., American Funds Insurance Series, American Funds Service Company and Capital Research and Management Company, have previously entered into a Fund Participation and Service Agreement dated October 1, 2013 (as amended to date, the “Agreement”). The parties now desire to amend the Agreement by this amendment (the “Amendment”).

Amendment No. 2 to Fund Participation and Service Agreement between
Participation and Service Agreement • April 17th, 2015 • Separate Account a of Pacific Life Insurance Co

Pacific Life Insurance Company and Pacific Life & Annuity Company (collectively shall be called the “Insurance Company”), on its behalf and on behalf of certain segregated asset accounts of the Insurance Company, American Funds Distributors, Inc., American Funds Insurance Series, American Funds Service Company and Capital Research and Management Company, have previously entered into a Fund Participation and Service Agreement dated October 1, 2013 (the “Agreement”). The parties now desire to amend the Agreement by this amendment (the “Amendment”).

PARTICIPATION AND SERVICE AGREEMENT
Participation and Service Agreement • April 27th, 2018 • American Fidelity Separate Account B

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").

FOURTH AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENT
Participation and Service Agreement • December 16th, 2020 • Equitable America Variable Account 70A of Equitable Financial Life Insurance Co of America

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 “Fund”), 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 November 17, 2020, by and among the Company, on its

AMENDMENT NO. 2 TO FUND PARTICIPATION AND SERVICE AGREEMENT
Participation and Service Agreement • April 25th, 2016 • Jefferson National Life Annuity Account G

This Amendment, effective as of , 2015, amends the Fund Participation and Service Agreement (the “Agreement”) dated November 13, 2013, between Jefferson National Life Insurance Company, Jefferson National Life Insurance Company of New York (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”). All capitalized terms used herein and not otherwise defined shall have the meaning ascribed such terms in the Agreement.

Amendment No. 3 to Fund Participation and Service Agreement between
Participation and Service Agreement • October 19th, 2015 • Separate Account a of Pacific Life & Annuity Co

Pacific Life Insurance Company and Pacific Life & Annuity Company (collectively shall be called the “Insurance Company”), on its behalf and on behalf of certain segregated asset accounts of the Insurance Company, American Funds Distributors, Inc., American Funds Insurance Series, American Funds Service Company and Capital Research and Management Company, have previously entered into a Fund Participation and Service Agreement dated October 1, 2013 (the “Agreement”). The parties now desire to amend the Agreement by this amendment (the “Amendment”).

AMENDMENT TO FUND PARTICIPATION AND SERVICE AGREEMENT
Participation and Service Agreement • September 9th, 2022 • Protective Variable Annuity Separate Account

Protective 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 American Funds Insurance Series (the “Series”) entered into a certain Fund Participation and Service Agreement dated June 18, 2015 (the “Agreement”). This Amendment (this “Amendment”) to the Agreement is entered into as of August 1, 2022 (the “Effective Date”), by and among the parties to the Agreement.

Amendment No. 1 to Fund Participation and Service Agreement between Modern Woodmen of America American Funds Distributors, Inc. American Funds Service Company Capital Research and Management Company and American Funds Insurance Series
Participation and Service Agreement • February 12th, 2021 • Modern Woodmen of America Variable Annuity Account

Modern Woodmen of America (“Society”) on its behalf and on behalf of one or more separate accounts of the Society, American Funds Distributors, Inc., American Funds Service Company, Capital Research and Management Company and American Funds Insurance Series, have previously entered into a Fund Participation and Service Agreement dated March 11, 2015 (the “Agreement”). The parties now desire to amend the Agreement by this amendment (the “Amendment”).

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