EX-99.B(H)(6)(A) 2 a22-2874_1ex99dbh6a.htm EX-99.B(H)(6)(A)

Exhibit 99.B(h)(6)(a)

 

AMENDMENT TO FUND PARTICIPATION AGREEMENT

BETWEEN

DELAWARE VIP TRUST

DELAWARE MANAGEMENT COMPANY

DELAWARE DISTRIBUTORS, L.P.

AND

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

 

This Amendment is made this 1st day of March 2022, by and between Delaware VIP Trust (the “Trust”), Delaware Management Company, a series of Macquarie Investment Management Business Trust (the “Adviser”), Delaware Distributors, L.P. (the “Distributor”) and The Lincoln National Life Insurance Company (the “Company”).

 

WITNESSETH:

 

WHEREAS, the Trust, the Adviser, the Distributor and the Company entered into a Fund Participation Agreement dated May 1, 1996 (the “Agreement”); and

 

WHEREAS, the parties have agreed to amend the Agreement to revise the list of variable annuity products and variable life policies investing in the funds on Schedule 2; and

 

WHEREAS, the parties have agreed to incorporate a new schedule to the Agreement setting forth the list of funds available to the variable annuity products and variable life policies; and

 

WHEREAS, the parties desire to memorialize the amendment to the Agreement.

 

NOW, THEREFORE, in consideration of the mutual covenants hereinafter set forth, and intending to be legally bound, the Agreement shall be amended as follows:

 

1.                                      Schedule 2 of the Agreement is amended and replaced with the attached Schedule 2.

 

2.                                      A new Schedule 4 setting forth the Funds available to variable annuity products and variable life policies is hereby added to the Agreement in the form annexed hereto.

 

3.                                      Except as provided herein, the terms and conditions contained in the Agreement shall remain in full force and effect.

 

[Signature Page Follows]

 


 

IN WITNESS WHEREOF, the parties hereto have executed and delivered this Amendment as of the date set forth above.

 

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

 

DELAWARE VIP TRUST

 

 

 

 

 

By:

/s/ Benjamin Richer

 

By:

/s/ Daniel Geatens

Name:

Benjamin Richer

 

Name:

Daniel Geatens

Title:

Sr. Vice President

 

Title:

Head, US Fund Administration

 

 

 

 

 

DELAWARE DISTRIBUTORS, L.P.

 

DELAWARE MANAGEMENT COMPANY, a series of Macquarie Investment Management Business Trust

 

 

 

 

 

By:

/s/ Brett Wright

 

By:

/s/ David Brenner

Name:

Brett Wright

 

Name:

David Brenner

Title:

President

 

Title:

Senior Vice President

 


 

Schedule 2

 

Variable Annuity Contracts and Variable Life Insurance Policies

Supported by Separate Accounts

As of March 1, 2022

 

Variable Annuity Contracts

 

Multi Fund® Individual Variable Annuity Contract (Registered and non-registered)

Multi Fund® 5 Individual Variable Annuity Contract

Multi Fund® 5 Retirement Annuity Contract

Multi Fund® Select Individual Variable Annuity Contract

Multi Fund® Variable Life Insurance Policy

Multi Fund® Group Variable Annuity Contract

Lincoln ChoicePlus Variable Annuity Contract

Lincoln ChoicePlus Access Variable Annuity Contract

Lincoln ChoicePlus Bonus Variable Annuity Contract
Lincoln ChoicePlus II Variable Annuity Contract

Lincoln ChoicePlus II Access Variable Annuity Contract

Lincoln ChoicePlus II Bonus Variable Annuity Contract

Lincoln ChoicePlus II Advance Variable Annuity Contract

Lincoln ChoicePlus Assurance (A Share/Class)

Lincoln ChoicePlus Assurance (B Share)

Lincoln ChoicePlus Assurance (B Class)

Lincoln ChoicePlus Assurance (C Share)

Lincoln ChoicePlus Assurance (L Share)

Lincoln ChoicePlus Assurance (Bonus)

Lincoln ChoicePlus Assurance (Prime)

Lincoln ChoicePlus Assurance (Series)

Lincoln ChoicePlus Design

Lincoln ChoicePlus Fusion

Lincoln ChoicePlus Momentum Income Option

Lincoln ChoicePlus Rollover

Lincoln ChoicePlus Signature

Lincoln InvestmentSolutions

Lincoln Investor AdvantageSM

Lincoln Investor AdvantageSM Fee-Based

Lincoln Investor AdvantageSM RIA

eAnnuity™ Variable Annuity Contract

Group Variable Annuity (GVA) I, II, III

New Directions Core

New Directions Access

New Directions Access 4

Individual Variable Annuity B Share

Individual Variable Annuity C Share

Lincoln Life Director™

Lincoln American Legacy Retirement Group Variable Annuity

Lincoln LifeGoals Variable Universal Life

 


 

Variable Life Insurance Policies

 

Lincoln VUL I Variable Universal Life Insurance Policy

Lincoln VULDB Variable Universal Life Insurance Policy

Lincoln VULDB II Variable Universal Life Insurance Policy

Lincoln VULDB IV Variable Universal Life Insurance Policy

Lincoln VULCV Variable Universal Life Insurance Policy

Lincoln VULCV II Variable Universal Life Insurance Policy

Lincoln VULFlex Variable Universal Life Insurance Policy

Lincoln VULCV III Variable Universal Life Insurance Policy

Lincoln VULCV IV Variable Universal Life Insurance Policy

Lincoln VULONE Variable Universal Life Insurance Policy

Lincoln VULONE 2005 Variable Universal Life Insurance Policy

Lincoln VULONE  2007 Variable Universal Life Insurance Policy

Lincoln Momentum VULONE Variable Universal Life Insurance Policy

Lincoln Momentum VULONE 2005 Variable Universal Life Insurance Policy

Lincoln Momentum VULONE 2007 Variable Universal Life Insurance Policy

Lincoln Momentum SVULONE Variable Universal Life Insurance Policy

Lincoln Momentum SVULONE  2007 Variable Universal Life Insurance Policy

Lincoln Money Guard Variable Universal Life Policy

Lincoln SVUL Variable Universal Life Insurance Policy

Lincoln SVUL I Variable Universal Life Insurance Policy

Lincoln SVUL II Variable Universal Life Insurance Policy

Lincoln SVUL III Variable Universal Life Insurance Policy

Lincoln SVUL IV Variable Universal Life Insurance Policy

Lincoln SVULONE Variable Universal Life Insurance Policy

Lincoln SVULONE 2007 Variable Universal Life Insurance Policy

Lincoln VULONE 2010

Lincoln CVUL Variable Universal Life Insurance Policy

Lincoln CVUL Series III Variable Universal Life Insurance Policy

Lincoln Corporate Variable 4

Lincoln Corporate Variable 5

Lincoln Corporate Variable Private Solutions

Lincoln Ensemble Accumulator VUL

Lincoln Ensemble Protector VUL

Lincoln Ensemble II VUL

Lincoln Ensemble III

Lincoln Ensemble Exec VUL 2006

Lincoln Ensemble Exec

Lincoln Ensemble SVUL

AssetEdge VUL

AssetEdge SVUL

Lincoln Corporate Commitment Variable Universal Life

Pilot Classic Variable Annuity

Pilot Elite Variable Annuity

Allegiance Variable Annuity

Private Placement Variable Universal Life

 


 

Schedule 4

As of March 1, 2022

 

FUND NUMBER

 

FUND NAME

 

CLASS

 

CUSIP

869

 

DELAWARE VIP EMERGING MARKETS

 

Service

 

246493886

868

 

DELAWARE VIP EMERGING MARKETS

 

Standard

 

246493878

849

 

DELAWARE VIP EQUITY INCOME

 

Standard

 

246493498

847

 

DELAWARE VIP FUND FOR INCOME

 

Standard

 

246493522

851

 

DELAWARE VIP GROWTH AND INCOME

 

Standard

 

246493472

848

 

DELAWARE VIP GROWTH EQUITY

 

Standard

 

246493514

890

 

DELAWARE VIP INTERNATIONAL

 

Service

 

246493373

855

 

DELAWARE VIP INTERNATIONAL

 

Standard

 

246493431

859

 

DELAWARE VIP INVESTMENT GRADE

 

Service

 

246493381

858

 

DELAWARE VIP INVESTMENT GRADE

 

Standard

 

246493399

853

 

DELAWARE VIP LIMITED DURATION BOND

 

Standard

 

246493456

852

 

DELAWARE VIP OPPORTUNITY

 

Standard

 

246493464

885

 

DELAWARE VIP SMALL CAP VALUE

 

Service

 

246493688

884

 

DELAWARE VIP SMALL CAP VALUE

 

Standard

 

246493670

854

 

DELAWARE VIP SPECIAL SITUATIONS

 

Standard

 

246493449

857

 

DELAWARE VIP TOTAL RETURN

 

Service

 

246493415

856

 

DELAWARE VIP TOTAL RETURN

 

Standard

 

246493423