EX-99.(H)(I) 3 a2100900zex-99_hi.txt EXHIBIT 99.(H)(1) Amendment to Schedule A and Schedule B to the Participation Agreement among Allmerica Investment Trust, Allmerica Financial Investment Management Services, Inc. and First Allmerica Financial Life Insurance Company WHEREAS, Allmerica Investment Trust, Allmerica Financial Investment Management Services, Inc. and First Allmerica Financial Life Insurance Company have previously entered into a Participation Agreement dated March 22, 2000 ("Participation Agreement"); and WHEREAS, the Participation Agreement provides for the amendment of Schedule A and Schedule B thereto from time to time, and the parties now wish to amend Schedule A and Schedule B, to add additional separate accounts and change portfolios to service class, thereby substituting the attached Schedule A and Schedule B for the prior existing ones. NOW, THEREFORE, the parties do hereby agree: 1. To amend Schedule A and Schedule B to the Participation Agreement by adopting the attached Schedule A and Schedule B, dated May 1, 2002, and by substituting the attached Schedule A and Schedule B for any and all prior amendments to Schedule A and Schedule B, as may have been adopted from time to time. In witness whereof, each of the parties has caused this agreement to be executed in its name and on its behalf by its duly authorized representatives as of the date specified below. FIRST ALLMERICA FINANCIAL LIFE INSURANCE COMPANY By: /s/ John P. Kavanaugh ------------------------- Name: John P. Kavanaugh ------------------------- Title: Vice President ------------------------- Date: May 1, 2002 ------------------------- ALLMERICA INVESTMENT TRUST ALLMERICA FINANCIAL INVESTMENT MANAGEMENT SERVICES, INC. By: /s/ Kristin L. Bushard By: /s/ Paul T. Kane ------------------------- ------------------------ Name: Kristin L. Bushard Name: Paul T. Kane ------------------------- ------------------------ Title: Vice President Title: Vice President ------------------------- ------------------------ Date: May 1, 2002 Date: May 1, 2002 ------------------------- ------------------------ FIRST ALLMERICA FINANCIAL LIFE INSURANCE COMPANY SCHEDULE A TO PARTICIPATION AGREEMENT DATED MARCH 22, 2000 (DATED MAY 1, 2002) SEPARATE ACCOUNTS AND VARIABLE PRODUCTS VARIABLE LIFE PRODUCTS
SEPARATE ACCOUNT PRODUCT NAME 1933 ACT # 1940 ACT # ---------------- ------------ ---------- ---------- VEL II VEL (`93) 33-71050 811-8130 Separate Account SPVL Allmerica Estate Optimizer 333-45914 811-10133 Select SPL 333-45914 SPL II 333-84310 Inheiritage Inheiritage 33-74184 811-8304 Select Inheiritage Allmerica Select Separate Account II Select Life 333-62369 811-8987 Group VEL Group VEL 333-06383 811-7663 Separate Account IMO VUL 2001 333-64162 811-10433 VUL 2001 Survivorship Pending 811-10433 Separate Account FR1 PremierFocus N/A N/A Separate Account FR2 PremierFocus N/A N/A Separate Account FR3 PremierFocus N/A N/A Separate Account FR4 PremierFocus N/A N/A Separate Account FQ1 PremierFocus N/A N/A Separate Account MM Ehrenkranz PPVUL N/A N/A Neuberger Berman PPVUL Ramius PPVUL Strauss Separate Account EQ1N Ehrenkranz PPVUL N/A N/A
VARIABLE ANNUITY PRODUCTS
SEPARATE ACCOUNT PRODUCT NAME 1933 ACT # 1940 ACT # ---------------- ------------ ---------- ---------- VA-K ExecAnnuity Plus 91 33-71052 811-8114 ExecAnnuity Plus 93 33-71052 Allmerica Advantage 33-71052 Agency C-Shares 333-38276 Agency Accumulator (no-load) 333-87105 Allmerica Immediate Advantage 333-81859 Variable Annuity (IVA) ValuePlus Assurance IVA (First 333-81859 Union) Fund Quest 333-90545 Allmerica Value Generation 333-87105 (Annuity Scout)
VARIABLE ANNUITY PRODUCTS
SEPARATE ACCOUNT PRODUCT NAME 1933 ACT # 1940 ACT # ---------------- ------------ ---------- ---------- Allmerica Select Separate Account Allmerica Select Resource I 33-71058 811-8116 Allmerica Select Resource II 33-71058 811-8116 Allmerica Select Charter (C-Shares) 333-63087 811-8116 Allmerica Select Advocate (no-load) 333-90533 811-8116 Allmerica Select Acclaim 333-92117 811-8116 (Secondary) Separate Accounts VA-A, VA-B, VA-C, VA-G, VA-H Variable Annuities (discontinued) Fulcrum Separate Account Fulcrum 333-16929 811-7947 Separate Account UR1 PremierFocus Separate Account UR2 PremierFocus N/A N/A Separate Account UR3 PremierFocus N/A N/A Separate Account UR4 PremierFocus N/A N/A Separate Account UQ1 PremierFocus N/A N/A N/A N/A
FIRST ALLMERICA FINANCIAL LIFE INSURANCE COMPANY SCHEDULE B TO PARTICIPATION AGREEMENT DATED MARCH 22, 2000 (DATED MAY 1, 2002) PORTFOLIOS OF ALLMERICA INVESTMENT TRUST AIT Core Equity Fund (Service Shares) (formerly Growth Fund) AIT Equity Index Fund (Service Shares) AIT Government Bond Fund (Service Shares) AIT Money Market Fund (Service Shares) AIT Select Aggressive Growth Fund (Service Shares) AIT Select Capital Appreciation Fund (Service Shares) AIT Select Emerging Markets Fund (Service Shares) AIT Select Growth and Income Fund (Service Class) AIT Select Growth Fund (Service Shares) AIT Select International Equity Fund (Service Shares) AIT Select Investment Grade Income Fund (Service Shares) (formerly Investment Grade Income Fund) AIT Select Strategic Growth Fund (Service Shares) AIT Select Strategic Income Fund (Service Shares) AIT Select Value Opportunity Fund (Service Shares)