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

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