EX-1.8(A) 3 a2081708zex-1_8a.txt EXHIBIT 1(8)(A) 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: /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 ------------------------------ ---------------------------- 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 Allmerica Select Separate Account II Select Life 33-83604 811-8746 Allmerica Select Separate Account III Select SPL 333-58551 811-8859 SPL II 333-84306 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 MM Ehrenkranz PPVUL N/A N/A Neuberger Berman PPVUL Ramius PPVUL Strauss Separate Account EQ1 Ehrenkranz 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 Variable 333-81861 Annuity (IVA)-2 Fund Quest Allmerica Value Generation 333-90543 (Annuity Scout) 333-87099 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, VA-C, Variable Annuities (discontinued) 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
ALLMERICA FINANCIAL LIFE INSURANCE AND ANNUITY 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 Shares) 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)