AMD. 12 AMENDMENT TO THE AUL AMERICAN SERIES TDA MULTIPLE-FUND GROUP VARIABLE ANNUITY CONTRACT NUMBER GA XX,XXX (THE CONTRACT) ISSUED BY AMERICAN UNITED LIFE INSURANCE COMPANY (AUL) TO PEOPLES BANK & TRUST COMPANY AS CUSTODIAN ON BEHALF OF ANY PERSON ELIGIBLE TO PARTICIPATE IN AN IRC 403(b) TAX-DEFERRED ANNUITY WHO BECOMES A PARTICIPANT UNDER THIS CONTRACT AND SUCH SUCCESSOR CUSTODIAN AS MAY BE APPOINTED FROM TIME TO TIME (THE CONTRACTHOLDER) The Effective Date of this Amendment is June 1, 1997. AUL and the Contractholder hereby agree, by signing below, that the Contract is hereby amended by deleting Schedule A and by substituting the following Schedule A in lieu thereof: SCHEDULE A The following Investment Accounts are made available to the Contractholder by AUL. Amounts allocated to any Investment Account identified below shall be invested in the shares of the corresponding Mutual Fund or Mutual Fund Portfolio listed below. Investment Account Mutual Fund or Mutual Fund Portfolio ------------------ ------------------------------------ AUL American Bond AUL American Bond AUL American Equity AUL American Equity AUL American Managed AUL American Managed AUL American Money Market AUL American Money Market AUL American Tactical Asset Allocation AUL American Tactical Asset Allocation A▇▇▇▇ American Growth A▇▇▇▇ American Growth American Century VP Capital Appreciation American Century VP Capital Appreciation C▇▇▇▇▇▇ Capital Accumulation C▇▇▇▇▇▇ Capital Accumulation Fidelity VIP Equity-Income Fidelity VIP Equity-Income Fidelity VIP Growth Fidelity VIP Growth Fidelity VIP High Income Fidelity VIP High Income Fidelity VIP Overseas Fidelity VIP Overseas Fidelity VIP II Asset Manager Fidelity VIP II Asset Manager Fidelity VIP II Contrafund Fidelity VIP II Contrafund Fidelity VIP II Index 500 Fidelity VIP II Index 500 Janus Aspen Series Flexible Income Janus Aspen Series Flexible Income Janus Aspen Series Worldwide Growth Janus Aspen Series Worldwide Growth PBHG Insurance Series Growth II PBHG Insurance Series Growth II PBHG Insurance Series Technology and PBHG Insurance Series Technology and Communication Communication SAFECO Resource Series Trust Equity SAFECO Resource Series Trust Equity SAFECO Resource Series Trust Growth SAFECO Resource Series Trust Growth T. ▇▇▇▇ Price Equity-Income Portfolio T. ▇▇▇▇ Price Equity-Income Portfolio CONTRACTHOLDER AUL By_____________________________________ By: /s/ J▇▇▇▇ ▇. ▇▇▇▇▇▇ Chairman of the Board, Title__________________________________ President, & Chief Executive Officer Date: _________________________________ Attest By: /s/ W▇▇▇▇▇▇ ▇. ▇▇▇▇▇ Secretary ADDENDUM TO THE PARTICIPANT CERTIFICATE ISSUED UNDER AUL AMERICAN SERIES TDA MULTIPLE-FUND GROUP VARIABLE ANNUITY CONTRACT NUMBER GA XXXXX (THE CONTRACT) ISSUED BY AMERICAN UNITED LIFE INSURANCE COMPANY (AUL) TO PEOPLES BANK & TRUST COMPANY AS CUSTODIAN ON BEHALF OF ANY PERSON ELIGIBLE TO PARTICIPATE IN AN IRC 403(b) TAX-DEFERRED ANNUITY WHO BECOMES A PARTICIPANT UNDER THIS CONTRACT AND SUCH SUCCESSOR CUSTODIAN AS MAY BE APPOINTED FROM TIME TO TIME (THE CONTRACTHOLDER) The Participant's Certificate is hereby amended as follows: By deleting the term "death benefit" wherever it appears in the Certificate and by substituting "Death Benefit" in lieu thereof. And by deleting the corresponding Sections or Subsections of the Certificate and by substituting the following Sections or Subsections in lieu thereof:
Appears in 1 contract
AMD. 12 13 AMENDMENT TO THE AUL AMERICAN SERIES EMPLOYER-SPONSORED TDA MULTIPLE-FUND GROUP VARIABLE ANNUITY CONTRACT NUMBER GA XX,XXX (THE CONTRACT) ISSUED BY AMERICAN UNITED LIFE INSURANCE COMPANY (AUL) TO PEOPLES BANK & TRUST ABC COMPANY AS CUSTODIAN ON BEHALF OF ANY PERSON ELIGIBLE TO PARTICIPATE IN AN IRC 403(b) TAX-DEFERRED ANNUITY WHO BECOMES A PARTICIPANT UNDER THIS CONTRACT AND SUCH SUCCESSOR CUSTODIAN AS MAY BE APPOINTED FROM TIME TO TIME (THE CONTRACTHOLDER) The Effective Date of this Amendment is June 1, 1997the date that it is signed by AUL. AUL and the Contractholder hereby agree, by signing below, that the Contract is hereby amended by deleting Schedule A and by substituting the following Schedule A in lieu thereof: SCHEDULE A The following Investment Accounts are made available to the Contractholder by AUL. Amounts allocated to any Investment Account identified below shall be invested in the shares of the corresponding Mutual Fund or Mutual Fund Portfolio listed below. Investment Account Mutual Fund or Mutual Fund Portfolio ------------------ ------------------------------------ AUL American Bond AUL American Bond AUL American Equity AUL American Equity AUL American Managed AUL American Managed AUL American Money Market AUL American Money Market AUL American Tactical Asset Allocation Portfolio AUL American Tactical Asset Allocation Portfolio A▇▇▇▇ American Growth A▇▇▇▇ American Growth American Century VP Capital Appreciation American Century VP Capital Appreciation C▇▇▇▇▇▇ Capital Accumulation Social Mid-Cap Growth C▇▇▇▇▇▇ Capital Accumulation Social Mid-Cap Growth Fidelity VIP Equity-Income Fidelity VIP Equity-Income Fidelity VIP Growth Fidelity VIP Growth Fidelity VIP High Income Fidelity VIP High Income Fidelity VIP Overseas Fidelity VIP Overseas Fidelity VIP II Asset Manager Fidelity VIP II Asset Manager Fidelity VIP II Contrafund Fidelity VIP II Contrafund Fidelity VIP II Index 500 Fidelity VIP II Index 500 Janus Aspen Series Flexible Income Portfolio Janus Aspen Series Flexible Income Portfolio Janus Aspen Series Worldwide Growth Portfolio Janus Aspen Series Worldwide Growth Portfolio PBHG Insurance Series Growth II PBHG Insurance Series Growth II PBHG Insurance Series Technology and PBHG Insurance Series Technology and Communication and Communication SAFECO Resource Series Trust Equity Portfolio SAFECO Resource Series Trust Equity Portfolio SAFECO Resource Series Trust Growth Portfolio SAFECO Resource Series Trust Growth Portfolio T. ▇▇▇▇ Price Equity-Income Portfolio T. ▇▇▇▇ Price Equity-Income Portfolio CONTRACTHOLDER AUL ByBy ____________________________________________ By: /s/ J▇▇▇▇ ▇. ▇▇▇▇▇▇ Chairman of the Board, By ____________________________________________ Title__________________________________________ President, & Chief Executive Officer Date: Title _________________________________________ Attest By: /s/ W▇▇▇▇▇▇ ▇. ▇▇▇▇▇ Secretary ADDENDUM Date___________________________________________ Date __________________________________________ P-12621(BR).A AMENDMENT TO THE PARTICIPANT CERTIFICATE ISSUED UNDER AUL AMERICAN SERIES EMPLOYER-SPONSORED TDA MULTIPLE-FUND GROUP VARIABLE ANNUITY CONTRACT NUMBER GA XXXXX XX,XXX (THE CONTRACT) ISSUED BY AMERICAN UNITED LIFE INSURANCE COMPANY (AUL) TO PEOPLES BANK & TRUST COMPANY AS CUSTODIAN ON BEHALF OF ANY PERSON ELIGIBLE TO PARTICIPATE IN AN IRC 403(b) TAX-DEFERRED ANNUITY WHO BECOMES A PARTICIPANT UNDER THIS CONTRACT AND SUCH SUCCESSOR CUSTODIAN AS MAY BE APPOINTED FROM TIME TO TIME ABC HOSPITAL (THE CONTRACTHOLDER) The Participant's Certificate Effective Date of this Amendment is . AUL and the Contractholder hereby agree, by signing below, that the Contract is hereby amended as follows: By deleting the term "death benefit" wherever it appears in the Certificate and by substituting "Death Benefit" in lieu thereof. And by deleting the corresponding Sections or Subsections last paragraph of the Certificate face page and by substituting the following Sections or Subsections last paragraph in lieu thereof:: ACCUMULATION UNITS IN ANY INVESTMENT ACCOUNT FOR WHICH THIS CONTRACT MAKES PROVISION MAY INCREASE OR DECREASE IN DOLLAR VALUE ACCORDING TO THE INVESTMENT PERFORMANCE OF THE UNDERLYING ASSETS IN THE CORRESPONDING MUTUAL FUND OR MUTUAL FUND PORTFOLIO IN WHICH THE INVESTMENT ACCOUNT INVESTS. THE VALUE OF SUCH ASSETS AND ACCUMULATION UNITS IS NOT GUARANTEED. ARTICLE 5 OF THIS CONTRACT EXPLAINS THE VALUATION OF SUCH ASSETS AND ACCUMULATION UNITS.
Appears in 1 contract
Sources: Employer Sponsored Benefit Contract (Aul American Unit Trust)
AMD. 12 13 AMENDMENT TO THE AUL AMERICAN SERIES EMPLOYER-SPONSORED TDA MULTIPLE-FUND GROUP VARIABLE ANNUITY CONTRACT NUMBER GA XX,XXX 73,321 (THE CONTRACT) ISSUED BY AMERICAN UNITED LIFE INSURANCE COMPANY (AUL) TO PEOPLES BANK & TRUST COMPANY AS CUSTODIAN ON BEHALF OF ANY PERSON ELIGIBLE TO PARTICIPATE IN AN IRC 403(b) TAX-DEFERRED ANNUITY WHO BECOMES A PARTICIPANT UNDER THIS CONTRACT AND SUCH SUCCESSOR CUSTODIAN AS MAY BE APPOINTED FROM TIME TO TIME ________________________________ (THE CONTRACTHOLDER) The Effective Date of this Amendment is June 1, 1997the date that it is signed by AUL. AUL and the Contractholder hereby agree, by signing below, that the Contract is hereby amended by deleting Schedule A and by substituting the following Schedule A in lieu thereof: SCHEDULE A The following Investment Accounts are made available to the Contractholder by AUL. Amounts allocated to any Investment Account identified below shall be invested in the shares of the corresponding Mutual Fund or Mutual Fund Portfolio listed below. Investment Account Mutual Fund or Mutual Fund Portfolio ------------------ ------------------------------------ AUL American Bond AUL American Bond AUL American Equity AUL American Equity AUL American Managed AUL American Managed AUL American Money Market AUL American Money Market AUL American Tactical Asset Allocation Portfolio AUL American Tactical Asset Allocation Portfolio A▇▇▇▇ American Growth A▇▇▇▇ American Growth American Century VP Capital Appreciation American Century VP Capital Appreciation C▇▇▇▇▇▇ Capital Accumulation Social Mid-Cap Growth C▇▇▇▇▇▇ Capital Accumulation Social Mid-Cap Growth Fidelity VIP Equity-Income Fidelity VIP Equity-Income Fidelity VIP Growth Fidelity VIP Growth Fidelity VIP High Income Fidelity VIP High Income Fidelity VIP Overseas Fidelity VIP Overseas Fidelity VIP II Asset Manager Fidelity VIP II Asset Manager Fidelity VIP II Contrafund Fidelity VIP II Contrafund Fidelity VIP II Index 500 Fidelity VIP II Index 500 Janus Aspen Series Flexible Income Portfolio Janus Aspen Series Flexible Income Portfolio Janus Aspen Series Worldwide Growth Portfolio Janus Aspen Series Worldwide Growth Portfolio PBHG Insurance Series Growth II PBHG Insurance Series Growth II PBHG Insurance Series Technology and PBHG Insurance Series Technology and Communication and Communication SAFECO Resource Series Trust Equity Portfolio SAFECO Resource Series Trust Equity Portfolio SAFECO Resource Series Trust Growth Portfolio SAFECO Resource Series Trust Growth Portfolio T. ▇▇▇▇ Price Equity-Income Portfolio T. ▇▇▇▇ Price Equity-Income Portfolio CONTRACTHOLDER AUL ByBy ________________________________________ By: /s/ J▇▇▇▇ ▇. ▇▇▇▇▇▇ Chairman of the Board, TitleBy _______________________ Title ____________________________________ President, & Chief Executive Officer Date: Title _____________________ Date ______________________________________ Attest By: /s/ W▇▇▇▇▇▇ ▇. ▇▇▇▇▇ Secretary ADDENDUM Date ______________________ P-12621.A AMENDMENT TO THE PARTICIPANT CERTIFICATE ISSUED UNDER AUL AMERICAN SERIES EMPLOYER-SPONSORED TDA MULTIPLE-FUND GROUP VARIABLE ANNUITY CONTRACT NUMBER GA XXXXX GXX,XXX (THE CONTRACT) ISSUED BY AMERICAN UNITED LIFE INSURANCE COMPANY (AUL) TO PEOPLES BANK & TRUST ABC COMPANY AS CUSTODIAN ON BEHALF OF ANY PERSON ELIGIBLE TO PARTICIPATE IN AN IRC 403(b) TAX-DEFERRED ANNUITY WHO BECOMES A PARTICIPANT UNDER THIS CONTRACT AND SUCH SUCCESSOR CUSTODIAN AS MAY BE APPOINTED FROM TIME TO TIME (THE CONTRACTHOLDER) The Participant's Certificate effective date of this Amendment is the date that it is signed by AUL. AUL and the Contractholder hereby agree, by signing below, that the Contract is hereby amended as follows: By deleting the term "death benefit" wherever it appears in the Certificate and by substituting "Death Benefit" in lieu thereof. And by deleting the corresponding Sections or Subsections of the Certificate Contract and by substituting inserting the following Sections or Subsections in lieu thereof, and by making any required corresponding changes in the Table of Contents of the Contract:
Appears in 1 contract
Sources: Employer Sponsored Contract (Aul American Unit Trust)
AMD. 12 SBJPA AMENDMENT TO THE AUL AMERICAN SERIES EMPLOYER-SPONSORED TDA AND QUALIFIED PLAN MULTIPLE-FUND GROUP VARIABLE ANNUITY CONTRACT NUMBER GA XX,XXX (THE CONTRACT) ISSUED BY AMERICAN UNITED LIFE INSURANCE COMPANY (AUL) TO PEOPLES BANK & TRUST ABC COMPANY AS CUSTODIAN ON BEHALF OF ANY PERSON ELIGIBLE TO PARTICIPATE IN AN IRC 403(b) TAX-DEFERRED ANNUITY WHO BECOMES A PARTICIPANT UNDER THIS CONTRACT AND SUCH SUCCESSOR CUSTODIAN AS MAY BE APPOINTED FROM TIME TO TIME (THE CONTRACTHOLDER) The Effective Date of this Amendment is June 1, 1997the date that it is signed by AUL. AUL and the Contractholder hereby agree, by signing below, that the Contract is hereby amended by deleting Schedule A and by substituting the following Schedule A in lieu thereof: SCHEDULE A The following Investment Accounts are made available to the Contractholder by AUL. Amounts allocated to any Investment Account identified below shall be invested in the shares of the corresponding Mutual Fund or Mutual Fund Portfolio listed below. Investment Account Mutual Fund or Mutual Fund Portfolio ------------------ ------------------------------------ AUL American Bond AUL American Bond AUL American Equity AUL American Equity AUL American Managed AUL American Managed AUL American Money Market AUL American Money Market AUL American Tactical Asset Allocation Portfolio AUL American Tactical Asset Allocation Portfolio A▇▇▇▇ American Growth A▇▇▇▇ American Growth American Century VP Capital Appreciation American Century VP Capital Appreciation C▇▇▇▇▇▇ Capital Accumulation Social Mid-Cap Growth C▇▇▇▇▇▇ Capital Accumulation Social Mid-Cap Growth Fidelity VIP Equity-Income Fidelity VIP Equity-Income Fidelity VIP Growth Fidelity VIP Growth Fidelity VIP High Income Fidelity VIP High Income Fidelity VIP Overseas Fidelity VIP Overseas Fidelity VIP II Asset Manager Fidelity VIP II Asset Manager Fidelity VIP II Contrafund Fidelity VIP II Contrafund Fidelity VIP II Index 500 Fidelity VIP II Index 500 Janus Aspen Series Flexible Income Portfolio Janus Aspen Series Flexible Income Portfolio Janus Aspen Series Worldwide Growth Portfolio Janus Aspen Series Worldwide Growth Portfolio PBHG Insurance Series Growth II PBHG Insurance Series Growth II PBHG Insurance Series Technology and PBHG Insurance Series Technology and Communication and Communication SAFECO Resource Series Trust Equity Portfolio SAFECO Resource Series Trust Equity Portfolio SAFECO Resource Series Trust Growth Portfolio SAFECO Resource Series Trust Growth Portfolio T. ▇▇▇▇ Price Equity-Income Portfolio T. ▇▇▇▇ Price Equity-Income Portfolio CONTRACTHOLDER AUL ByBy _____________________________________ By: /s/ J▇▇▇▇ ▇. ▇▇▇▇▇▇ Chairman of the Board, TitleBy ________________________________________ President, & Chief Executive Officer Date: Title __________________________________ Attest Title ______________________________________ Date ___________________________________ Date ______________________________________ CONTRACT NUMBER GAXX,XXX CONTRACTHOLDER ABC SCHOOL PARTICIPANT'S NAME J▇▇▇ ▇▇▇ SOCIAL SECURITY NUMBER 1▇▇-▇▇-▇▇▇▇ American United Life Insurance Company (AUL) hereby certifies that the Contractholder and AUL have entered into a Multiple-Fund Group Variable Annuity Contract (the Contract) in connection with the Contractholder's Code Section 403(b) tax-deferred annuity Plan and its Code Section 401(a) qualified retirement Plan, and that AUL has created an account in your name to receive Contributions from the Contractholder for your benefit pursuant to the Contract. The only parties to the Contract are the Contractholder and AUL. All rights and benefits are determined in accordance with the provisions of the Contract. Benefits under the Contract will be paid at the Contractholder's direction. Any amendments to, or changes in, the Contract will be binding and conclusive on each Participant and beneficiary. This certificate is not itself the Contract, but is a certificate of participation in the Contract. AMERICAN UNITED LIFE INSURANCE COMPANY By: /s/ W▇▇▇▇▇▇ ▇. ▇▇▇▇▇ Secretary ADDENDUM TO THE PARTICIPANT CERTIFICATE ISSUED UNDER AUL AMERICAN SERIES EMPLOYER-SPONSORED TDA AND QUALIFIED PLAN MULTIPLE-FUND GROUP VARIABLE ANNUITY CONTRACT NUMBER GA XXXXX (THE CONTRACT) ISSUED BY AMERICAN UNITED LIFE INSURANCE COMPANY (AUL) TO PEOPLES BANK & TRUST COMPANY AS CUSTODIAN ON BEHALF OF CERTIFICATE ACCUMULATION UNITS IN ANY PERSON ELIGIBLE TO PARTICIPATE IN AN IRC 403(b) TAX-DEFERRED ANNUITY WHO BECOMES A PARTICIPANT UNDER INVESTMENT ACCOUNT FOR WHICH THIS CONTRACT MAKES PROVISION MAY INCREASE OR DECREASE IN DOLLAR VALUE ACCORDING TO THE INVESTMENT PERFORMANCE OF THE UNDERLYING ASSETS IN THE CORRESPONDING MUTUAL FUND OR MUTUAL FUND PORTFOLIO IN WHICH THE INVESTMENT ACCOUNT INVESTS. THE VALUE OF SUCH ASSETS AND ACCUMULATION UNITS IS NOT GUARANTEED. ARTICLE 5 OF THE CONTRACT EXPLAINS THE VALUATION OF SUCH SUCCESSOR CUSTODIAN AS MAY BE APPOINTED FROM TIME TO TIME (THE CONTRACTHOLDER) The Participant's Certificate is hereby amended as follows: By deleting the term "death benefit" wherever it appears in the Certificate and ASSETS AND ACCUMULATION UNITS. If you have questions concerning your Contract, or wish to register a complaint, you may reach AUL by substituting "Death Benefit" in lieu thereofcalling 1-▇▇▇-▇▇▇-▇▇▇▇ or 1-▇▇▇-▇▇▇-▇▇▇▇. And by deleting the corresponding Sections or Subsections of the Certificate and by substituting the following Sections or Subsections in lieu thereof:P-13099(SBR)(MBR)(NBR)conv SUMMARY OF CERTAIN CONTRACT PROVISIONS WHICH AFFECT YOU DEFINITIONS
Appears in 1 contract
Sources: Employer Sponsored Qualified Variable Annuity Contract (Aul American Unit Trust)