Oklahoma Participation Agreement between Variable Insurance Products Fund, III and Lincoln Life and Annuity Company of New York is an important legal document that outlines the terms and conditions of participation in the Variable Insurance Products Fund in the state of Oklahoma. This agreement is specifically designed to govern the relationship between the fund and the annuity company operating in New York. One type of Oklahoma Participation Agreement between Variable Insurance Products Fund, III, and Lincoln Life and Annuity Company of New York is the "Standard Participation Agreement." It establishes the standard terms and conditions applicable to participation in the fund, including investment options, fees, surrender charges, and the calculation of policy values. Another type is the "Custom Participation Agreement." This agreement allows for customization and tailoring of the terms and conditions to meet specific needs or requirements of the annuity company or its clients. The custom agreement may address unique investment options, fee structures, or other provisions that vary from the standard terms. In the Oklahoma Participation Agreement, various relevant keywords play a crucial role in understanding the document and its implications. These keywords include: 1. Variable Insurance Products Fund: This refers to the investment fund managed by the annuity company, offering a range of investment options to policyholders. 2. Lincoln Life and Annuity Company of New York: This identifies the specific annuity company involved in the agreement, delineating its responsibilities and obligations. 3. New York: Specifies the jurisdiction where the annuity company is registered and operates, providing context to the legal framework and regulations governing the agreement. 4. Participation Agreement: Denotes the legal contract between the fund and the annuity company, outlining the terms, rights, and obligations of all parties involved. 5. Oklahoma: Indicates the state within which the agreement is applicable and legally binding, highlighting the geographical scope and jurisdiction-specific provisions. 6. Terms and Conditions: Encompasses the rules, regulations, and provisions outlined within the agreement, ensuring clarity and mutual understanding between the parties involved. 7. Investment Options: Highlights the various investment choices available to policyholders, enabling them to allocate their funds across different asset classes based on their risk appetite and financial goals. 8. Fees and Charges: Refers to the costs associated with participating in the Variable Insurance Products Fund, encompassing management fees, administration fees, and other expenses that may apply. 9. Surrender Charges: Pertains to the charges imposed on policyholders if they choose to terminate their policies prematurely, encouraging long-term commitment and discouraging early withdrawals. 10. Policy Values: Denotes the account values of the policyholder based on the performance of the underlying investments, considering factors such as contributions, withdrawals, fees, and market fluctuations. Understanding the specifics of the Oklahoma Participation Agreement between Variable Insurance Products Fund, III, Lincoln Life and Annuity Company of New York, and its different types, ensures transparency and clarity for both the annuity company and its policyholders. It helps establish a secure and regulated framework for managing investments and providing annuity services within the state of Oklahoma.
Oklahoma Participation Agreement between Variable Insurance Products Fund, III, Lincoln Life and Annuity Company of New York
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