Amendment to Schedule A and Schedule B to the Participation Agreement
among
Allmerica Investment Trust,
Allmerica Financial Investment Management Services, Inc.
and
Allmerica Financial Life Insurance and Annuity Company
WHEREAS, Allmerica Investment Trust, Allmerica Financial Investment Management
Services, Inc. and Allmerica Financial Life Insurance and Annuity 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.
ALLMERICA FINANCIAL LIFE
INSURANCE AND ANNUITY COMPANY
By:
-----------------------------
Name: ▇▇▇▇ ▇. ▇▇▇▇▇▇▇▇▇
-----------------------------
Title: Vice President
-----------------------------
Date: May 1, 2002
-----------------------------
ALLMERICA INVESTMENT TRUST ALLMERICA FINANCIAL INVESTMENT
MANAGEMENT SERVICES, INC.
By: By:
----------------------------- -----------------------------
Name: ▇▇▇▇▇▇▇ ▇. ▇▇▇▇▇▇▇ Name: ▇▇▇▇ ▇. ▇▇▇▇
----------------------------- -----------------------------
Title: Vice President Title: Vice President
----------------------------- -----------------------------
Date: May 1, 2002 Date: May 1, 2002
----------------------------- -----------------------------
ALLMERICA FINANCIAL LIFE INSURANCE AND ANNUITY 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 VEL (`87) 33-14672 811-5183
VEL (`91) 33-90320
VEL (Plus) 33-42687
VEL II VEL (`93) 33-57792 811-7466
Inheiritage Select Inheiritage 33-70948 811-8120
Separate Account II Select Life 33-83604 811-8746
Allmerica Select
Separate Account III Select SPL 333-58551 811-8859
SPL II pending
VEL Account III Allmerica Estate Optimizer 333-58385 811-8857
FUVUL Separate Account ValuePlus Assurance (First Union) 333-93013 811-09731
Group VEL Group VEL 33-82658 811-8704
Group VEL COLI 333-39798
Separate Account IMO Allmerica VUL 2001 333-84879 811-09529
Allmerica Select Life Plus 333-84879
VUL 2001 Survivorship 333-90995
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 ▇▇ ▇▇▇▇▇▇▇▇▇▇ PPVUL N/A N/A
▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇ PPVUL
Ramius PPVUL ▇▇▇▇▇▇▇
Separate Account EQ1 ▇▇▇▇▇▇▇▇▇▇ PPVUL N/A N/A
VARIABLE ANNUITY PRODUCTS
SEPARATE ACCOUNT PRODUCT NAME 1933 ACT # 1940 ACT #
---------------- ------------ ---------- ----------
VA-K ExecAnnuity Plus 91 33-39702 811-6293
ExecAnnuity Plus 93 33-39702
Advantage 33-39702
Agency C-Shares 333-38274
Agency Accumulator (no-load) 333-87099
ValuePlus Assurance IVA 333-81861
(First Union)
Allmerica Immediate Advantage 333-81861
Variable Annuity (IVA)-2
Fund Quest 333-90543
Allmerica Value Generation 333-87099
(Annuity Scout)
Allmerica Select Separate Account Allmerica Select Resource I 33-47216 811-6632
Allmerica Select Resource II 33-47216
Allmerica Select Reward (Bonus) 333-78245
Allmerica Select Charter (C-Shares) 333-63093
Allmerica Select Secondary B/D 333-92115
Separate Accounts VA-A, VA-B, Variable Annuities (discontinued)
VA-C, VA-G, VA-H
Fulcrum Separate Account Fulcrum 333-11377 811-7799
Separate Account UR1 PremierFocus N/A N/A
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
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 Class)
(formerly Growth Fund)
AIT Equity Index Fund (Service Class)
AIT Government Bond Fund (Service Class)
AIT Money Market Fund (Service Class)
AIT Select Aggressive Growth Fund (Service Class)
AIT Select Capital Appreciation Fund (Service Class)
AIT Select Emerging Markets Fund (Service Class)
AIT Select Growth and Income Fund (Service Class)
AIT Select Growth Fund (Service Class)
AIT Select International Equity Fund (Service Class)
AIT Select Investment Grade Income Fund (Service Class)
(formerly Investment Grade Income Fund)
AIT Select Strategic Growth Fund (Service Class)
AIT Select Strategic Income Fund (Service Class)
AIT Select Value Opportunity Fund (Service Class)