How does this change affect me?

The change to our new brand will not change the way you do business with us. It is simply a new brand at the corporate level that cascades to our other companies and business segments. It carries with it a new name, logo and design—all of which will be evident in our communication materials and websites over the coming months. And while there are legal name changes to some of our companies, you will not have to do anything related to any existing contracts you may have with those companies.

How does this change affect my plans?

The change to our new brand will have no impact on your plans. However, plans that offer funds from Maxim or Orchard Trust will see those fund name changes in accordance with our new, consistent naming conventions. The changes will occur automatically and be communicated to plans and their participants. The change to the funds is in name only. It does not affect the funds or their underlying investments.

What is changing and what is not changing?

As of September 24, 2012, we will begin marketing the Great-West companies under the new brand name of Great-West FinancialSM. While we have created the Great-West Financial name and overarching brand to drive greater brand awareness and recognition and to unify all of our companies and business segments, Great-West Life & Annuity Insurance Company’s legal name and organization is not changing.Please refer to the table at the end of this document for a complete list of what will or will not change. If something is changing, the table identifies when the change will occur, how it will be communicated, and what the changes will be for you, plan sponsors and participants.

When will the changes happen?

We will be using a variety of channels to communicate the changes. Please refer to the table for a complete list of how the changes will be further communicated to you and how they will be communicated initially—and ongoing—to plan sponsors and participants.

How will the changes be communicated?

We will be using a variety of channels to communicate the changes. Please refer to the table for a complete list of how the changes will be further communicated to you and how they will be communicated initially—and ongoing—to plan sponsors and participants.

Will you be advertising your new brand?

Yes, we will be placing ads in various financial services media channels to promote our new brand.

Why are you making this change?

We want to drive greater brand awareness and recognition and unify all of our companies and business segments under a consistent naming convention.

Is anything else changing?

No. Beyond the changes outlined in this Q&A’s table of changes, it’s business as usual. You and your participants will continue to work with the representatives you work with today. Our pricing structure and any contracts you may have with our companies remain intact and as they are today.

Where can I learn more information about your new brand?

We have developed a special website dedicated to our brand launch. Visit www.greatwest.com/launchPS to learn more about what makes us unique, tells our story, and represents what we stand for as a company.


What Is Changing for Plan Sponsors?

Item What is Changing Dates of change How will it be communicated? Date of communication
Contract Terms/Price Nothing      
Fees Nothing      
Great-West Contact Nothing      
Brand Logo and name 9/24/2012 Letter with Q&A 9/20/2012
Subsidiary Names Maxim Series Fund, Inc., Orchard Trust Company, LLC, GW Capital Management, LLC, First Great-West Life & Annuity
Insurance Company
9/24/2012 Visible on participant
statements, forms,
confirmations, IOAGs, etc.
10/29/2012 (First Great-West Life & Annuity Insurance Company's
changes will be visible 9/24)
Maxim Series Funds Website and
Marketing Material Specific to Maxim
Name and logo 9/24/2012    
Orchard Trust Company Website and Marketing Material Specific to OTC Name and logo 9/24/2012    
GreatWest.com Logo and name 9/24/2012    
PSC Website Logo and name 9/28/2012    
Plan Tech Support Name and fund names (same phone number) 9/28/2012    
PSC Website Fund names 10/29/2012    
Forms Logo and name 10/29/2012    
AAG Plan Sponsor Annual Report Card Logo and fund names 10/01/2012    
Great-West Marketing Material Logo and name Through Q1 2013    


What Is Changing for Participants?

Item What is Changing Dates of change How will it be communicated? Date of communication
Fees No change      
Loan Agreements and Repayment No change      
Brand Logo and name 9/24/2012    
Enrollment Kits Logo, name and disclosure 9/24/2012 n/a  
Subsidiary Names Maxim Series Fund, Inc., Orchard Trust Company, LLC, GW Capital Management,
LLC, First Great-West Life & Annuity Insurance Company
9/24/2012 Visible on participant
statements, forms,
confirmations, IOAGs, etc.
10/29/2012
Prospectus Fund names and logo 9/24/2012 Stickered or reprinted  
Great-West Life & Annuity Insurance Company of New York Statements Logo, name and fund names 9/24/2012 Statement stuffer and
narrative
Q3 & Q4 2012
Customer Service Name on hold recording 9/28/2012 n/a  
www.GWRS.com Logo and name 9/28/2012 Pop-up and banner
messages
9/24/12 teaser pop-up; 9/28
new pop-up and banner with more information
Custom Websites (if applicable) Logo and name 9/28/2012 n/a  
Statements Logo, name and fund names 10/29/2012 Statement stuffer and
narrative
Q3 & Q4 2012
Forms Logo and name 10/29/2012 n/a  
Enrollment Kits Fund names 10/29/2012 n/a  
Customer Service Fund names 10/29/2012 n/a  
Fund Fact Sheets Logo, name and fund names 10/29/2012 n/a  
IOAGs Logo, name and fund names 10/29/2012 n/a  
Confirmations Logo, name and fund names 10/29/2012 n/a  
AAG Annual Report Card Logo and fund names 10/29/2012    
Great-West Educational Materials Logo and name change Through Q1 2013    
Great-West Financial℠ refers to products and services provided by Great-West Life & Annuity Insurance Company; Great-West Life & Annuity Insurance Company of New York, White Plains, New York; their subsidiaries and affiliates. Great-West Life & Annuity Insurance Company is not licensed to conduct business in New York. Insurance products and related services are sold in New York by its subsidiary, Great-West Life & Annuity Insurance Company of New York.  The trademarks, logos, service marks, and design elements used are owned by Great-West Life & Annuity Insurance Company.

© Great-West Life & Annuity Insurance Company.  All Rights Reserved.