Transfer Ownership

In order to update the ownership of your account, please complete the Transfer Authorization form.

Examples of updating the ownership of an account are:

  • Adding another owner to the account
  • Removing an owner from the account
  • Updating the owner to someone new

Transfer Authorization  
Transfer shares to an account with a different owner. Complete this form on your computer, print it, and mail it to us.

Send the completed form to:

For Regular Mail
MFS Service Center, Inc.
P.O. Box 55824
Boston, MA 02205-5824

For Overnight Mail
MFS Service Center, Inc.
c/o Boston Financial Data Services
30 Dan Road
Canton, MA 02021-2809

close video

This website uses cookies to operate the site, for site analytics, and for advertising. Please see our Cookies Policy for details and instructions on how you may disable or opt out of cookies. By continuing to use this website you agree to the use of cookies on this site unless you have disabled them.