EX-8.H.1 4 d137510dex8h1.htm EXHIBIT (8)(H)(I) EXHIBIT (8)(H)(I)

EXHIBIT (8)(h)(1)

ADDENDUM TO PARTICIPATION AGREEMENT (MFS)


ADDENDUM TO PARTICIPATION AGREEMENT

The Participation Agreement made and entered into as of the 1st day of October 2010 by and among MFS VARIABLE INSURANCE TRUST, MFS VARIABLE INSURANCE TRUST II, MFS FUND DISTRIBUTORS, INC., and TRANSAMERICA LIFE INSURANCE COMPANY, as amended to date (the “Participation Agreement”), is hereby amended as follows effective as of March 28th, 2015:

WHEREAS, the parties desire to add an open-end management investment company for which MFD serves as principal underwriter.

NOW, THEREFORE, in consideration of the above premises and mutual covenants set forth herein, the Company, the Trusts and MFD hereby agree as follows:

 

  1. MFS VARIABLE INSURANCE TRUST III, a Delaware statutory trust (“Trust III”) is hereby added as a party and all references to “Trust(s)” now include, as the context may require, Trust III. Trust III hereby agrees to be bound by all terms and conditions set forth in the Agreement, as amended hereby.

 

  2. Article XIII, “Notices,” is hereby restated in its entirety as follows:

ARTICLE XII. NOTICES

Any notice shall be sufficiently given when sent by registered or certified mail, overnight courier, email or facsimile to the other party at the address of such party set forth below or at such other address as such party may from time to time specify in writing to the other party.

If to Trusts:

MFS Variable Insurance Trust I, MFS Variable Insurance Trust II and MFS Variable Insurance Trust III

111 Huntington Avenue

Boston, Massachusetts 02199

email: DLGDSDealerSpt@MFS.com

Facsimile No.: (617) 954-5182

Attn: Susan S. Newton, Assistant Secretary

If to Company:

Transamerica Life Insurance Company

4333 Edgewood Rd NE

Cedar Rapids, IA 52499

Attn: I&R General Counsel

If to MFD:

MFS Fund Distributors, Inc.

111 Huntington Avenue

Boston, Massachusetts 02199

email: DLGDSDealerSpt@MFS.com

Attn: General Counsel

 

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  3. The first sentence of Section 14.8 is hereby restated as follows:

“A copy of Trust I’s and Trust II’s Declaration of Trust is on file with the Secretary of State of The Commonwealth of Massachusetts.”

 

  4. Schedule A is hereby deleted in its entirety and replaced with the Schedule A attached hereto.

Except as expressly amended hereby, the Participation Agreement shall continue in full force and effect and unamended.

IN WITNESS WHEREOF, each of the parties hereto has caused this Agreement to be executed in its name and on its behalf by its duly authorized representative and its seal to be hereunder affixed hereto as of the date specified above.

 

TRANSAMERICA LIFE INSURANCE COMPANY
By its authorized officer,
By:  

/s/ John Mallett

  John Mallett
  Vice President
MFS VARIABLE INSURANCE TRUST,
MFS VARIABLE INSURANCE TRUST II,

MFS VARIABLE INSURANCE TRUST III,

on behalf of the Portfolios

By its authorized officer and not individually,
By:  

/s/ Susan S. Newton

  Susan S. Newton
  Assistant Secretary
MFS FUND DISTRIBUTORS, INC.
By its authorized officer,
By:  

/s/ James A. Jessee

  James A. Jessee
  President

 

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Schedule A of the Agreement is hereby deleted in its entirety and replaced with the following:

SCHEDULE A

Effective March 28, 2015

ACCOUNTS, POLICIES AND PORTFOLIOS

SUBJECT TO THE PARTICIPATION AGREEMENT

 

Name of Separate Account

and Date Established by

Board of Directors

  

Policies Funded

by Separate Account

PFL Corporate Account One

August 10, 1998

   Advantage V and VI

Retirement Builder

Variable Annuity Account

March 29, 1996

  

Huntington Allstar Select

Immediate Income Builder II

Portfolio Select Variable Annuity

Premier Asset Builder Variable Annuity

Privilege Select Variable Annuity

Retirement Income Builder II Variable Annuity

Retirement Income Builder IV

Transamerica Access Variable Annuity

Transamerica Preferred Advantage Variable Annuity

Transamerica PrincipiumSM Variable Annuity

Separate Account VA B

January 19, 1990

  

Transamerica LandmarkSM Variable Annuity

Transamerica FreedomSM Variable Annuity

Transamerica ExtraSM Variable Annuity

Transamerica AxiomSM Variable Annuity

Transamerica LibertySM Variable Annuity

Separate Account VA-6

June 11, 1996

  

Transamerica Classic® Variable Annuity

Transamerica Catalyst® Variable Annuity

Separate Account VA-7

June 11, 1996

   Transamerica Bounty® Variable Annuity

Separate Account VA-8

June 11, 1996

   Transmark Optimum Choice® Variable Annuity

Separate Account VA-6

June 11, 1996

  

Transamerica Classic® Variable Annuity

Transamerica Catalyst® Variable Annuity

Separate Account VUL A
November 20, 1998
   Legacy Builder Plus

Separate Account VUL-1

October 2, 2008

   Transamerica Tribute

Separate Account VUL-2

October 2, 2008

   Transamerica Lineage

Separate Account VUL-4

October 2, 2008

   TransSurvivor VUL

Separate Account VUL-5

October 2, 2008

   TransUltra VUL

Separate Account VUL-6

October 1, 2008

  

TransAccumulator VUL

TransAccumulator VUL-2

Transamerica Corporate

Separate Account Sixteen

June 16, 2003

   Advantage X

Variable Life Account A

July 1, 1999

   Variable Protector

The Separate Account(s) shown on SCHEDULE A may invest in the following Portfolios of the MFS Variable Insurance Trust, MFS Variable Insurance Trust II, and MFS Variable Insurance Trust III:

 

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PORTFOLIOS SUBJECT TO THE PARTICIPATION AGREEMENT

Portfolios Available to Policies:

 

VIT I

MFS Global Equity Series

MFS Growth Series

MFS Investors Trust Series

MFS Mid Cap Growth Series

MFS New Discovery Series

MFS Research Bond Series*

MFS Research Series

MFS Total Return Series

MFS Utilities Series

MFS Value Series

  

VIT II

MFS Blended Research Core Equity Portfolio

MFS Bond Portfolio**

MFS Core Equity Portfolio

MFS Emerging Markets Equity Portfolio

MFS Global Governments Portfolio

MFS Global Growth Portfolio

MFS Global Research Portfolio

MFS Global Tactical Allocation Portfolio

MFS Government Securities Portfolio

MFS High Yield Portfolio

MFS International Growth Portfolio

MFS International Value Portfolio

MFS Massachusetts Investors Growth Stock Portfolio

MFS Money Market Portfolio

MFS Research International Portfolio

MFS Strategic Income Portfolio

MFS Technology Portfolio

VIT III

 

MFS Blended Research Small Cap Equity Portfolio

MFS Conservative Allocation Portfolio

MFS Global Real Estate Portfolio

MFS Growth Allocation Portfolio

  

MFS Inflation-Adjusted Bond Portfolio

MFS Limited Maturity Portfolio

MFS Mid Cap Value Portfolio

MFS Moderate Allocation Portfolio

MFS New Discovery Value Portfolio

and any other Portfolios or series of shares of the Trusts that are available and open to new investors on or after the effective date of this Amendment.

 

* MFS Research Bond Series will be renamed MFS Total Return Bond Series effective April 30th, 2015
** MFS Bond Portfolio will be renamed MFS Corporate Bond Portfolio effective April 30th, 2015

 

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