Upromise is an exciting opportunity for New York Life customers to receive an additional benefit when they purchase eligible life insurance policies and New York Life variable annuities.¹ When you purchase an eligible life policy or a New York Life variable annuity we will contribute $25 per policy and $40 per annuity to your Upromise college savings account². These contributions will help you supplement your college savings when transferred into your 529 account. Best of all, Upromise membership is free! Below are useful tips to help you get the full benefit of the New York Life and Upromise Partnership.

Click here for product and state eligibility.

How to Become a Upromise Member

1. Visit the Upromise Web site at www.Upromise.com/nylife  
2. Fill out the enrollment form under “Not a Upromise Member? Join Upromise Free”.
3. View a quick demonstration on how easy it is to become a Upromise member. Simply click here for a step by step walk through of the enrollment process.

Upromise Membership Benefits

1. Register your credit, debit and check cards and receive contributions when you use them at thousands of retailers and restaurants that participate in the Upromise service. ^{(Log onto the Upromise Web site for a list of participating merchants.)}
2. Register your grocery and drugstore cards, and every time you use them to buy any of the thousands of participating items you’ll get money back for college.
3. Earn Upromise contributions on many of your everyday purchases.

How to Register Your Eligible New York Life and Subsidiary Products

1. Access your Upromise account online at www.Upromise.com/nylife
2. Click on “Register Your Policy”
3. Follow the simple instructions
4. For instructions on how to go about registering your participating policy or New York Life variable annuity³, click here to view a quick step by step tutorial.

How to Link an Existing Scholar'sEdge^SM 529 Higher Education Savings Accounts to Upromise³

1. Access your Upromise account online at www.Upromise.com/nylife
2. Click on “Link Accounts” in the Scholar'sEdge^SM 529 Higher Education Savings Plan Section
3. Enter account owner and beneficiary information and click on "Link Accounts"

Contact your New York Life Insurance Company Agent and NYLIFE Securities Registered Representative to find out what makes New York Life The Company You Keep® .

Please call your NYLIFE Securities Registered Representative or call 1-800-598-2019 for product and fund prospectuses for the New York Life Variable annuity that may be right for you. Investors are asked to consider the investment objectives, risks, charges, and expenses of the investment carefully before investing. Both the product prospectus and the underlying fund prospectuses contain this and other information about the product and underlying investment options. Please read the prospectus carefully before investing.

¹Issued by New York Life Insurance & Annuity Corporation (a Delaware Corporation) and offered through NYLIFE Securities LLC (member FINRA/SIPC). Distributed by NYLIFE Distributors LLC, member FINRA/SIPC.

²All contributions will be held in a trust account with Upromise, Inc. for the benefit of Upromise members. Upromise, Inc. is not affiliated with New York Life or its subsidiaries.

³ Scholar'sEdge^SM and securities are distributed by Oppenheimer and NYLIFE Distributors LLC, 169 Lackawanna Avenue, Parsippany, New Jersey 07054.

Not FDIC Insured. No bank guarantee. May lose value.

©2004 New York Life Insurance Company, 51 Madison Avenue, New York, New York 10010

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