Step 1: Complete the new account application with your investment professional

The new account application can be downloaded, printed, and completed by hand or you can fill in the application online and print it out. After filling out the application, the registered owner must sign it and your investment professional's firm must complete the dealer section.

Important: To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Please work with your investment professional to ensure the required information is provided on the application.

MFS Traditional and Roth IRA Forms

• IRA Forms Kit (PDF)
  Provides all forms necessary to open, convert, directly roll over or transfer a traditional or Roth IRA at MFS. Complete this form on your computer, print it, and mail it to us. Investors need to obtain an authorized signature from their dealer firm prior to mailing this application to MFS.
• Roth IRA Conversion Form (PDF)
  Convert assets from an MFS or non-MFS Traditional IRA to an MFS ROTH IRA. Complete this form on your computer, print it, and mail it to us.
• Disclosure Statements and Trust Agreements (PDF)
  IRA Disclosure Statements and Trust Agreements to accompany the IRA Forms Kit.
• Retirement Plan Service Form (PDF)
  IRA Service Application includes reduced sales charges, dealer changes, dollar-cost averaging, invest by phone, bank account information and automatic investment.
• Investment Instructions to Establish a New IRA Account(s) in a Different Class of Shares (PDF)
  Completing this form will create a new account within your existing MFS IRA Trust invested in a share class that differs from what was elected on your original IRA Application. This form cannot be used to move funds between share classes.

Step 2: Review paperwork and mail to:

If you have any questions, or need assistance, please contact us at 1-800-637-1255, Monday - Friday, 8 a.m. to 7 p.m. Eastern time.

Tips for setting up your account

• Make sure to register the names on the account the same way you register other financial accounts. For example, if you sign your name and have other accounts registered "John R. Jones," make sure to use the same format on your MFS account (not John Jones or J.R. Jones).
• Fill in the application completely and print clearly. Leaving out information may delay getting your money invested or we may have to send the application back.
• Link your checking/savings account information so you can quickly and easily add money to or withdraw money from your mutual fund account.
• If you are not sure how to register the account, contact an MFSC service representative at 1-800-637-1255 (any business day from 8 a.m. to 7 p.m. Eastern time), and we can help ensure the account is set up correctly.

Step 1: Complete the new account application with your investment professional

The new account application can be downloaded, printed, and completed by hand or you can fill in the application online and print it out. After filling out the application, the registered owner must sign it and your investment professional's firm must complete the dealer section.

Important: To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Please work with your investment professional to ensure the required information is provided on the application.

Workplace Retirement Forms

MFS SIMPLE IRA Plan - Employer Resource Guide

• SIMPLE IRA Plan Employer Resource Guide (PDF)
  Everything you need to open a new MFS workplace retirement account.
• SIMPLE Contribution Direct Enrollment Form (PDF)
  For employers to enroll in Contribution Direct, which allows for ACH contributions to be made via the Internet.

MFS SIMPLE IRA Plan - Employee Resource Guide

• SIMPLE IRA Employee Resource Guide (PDF)
  Everything you need to open an MFS SIMPLE IRA.

MFS SEP/SARSEP Plan

• MFS SEP Plan Employer forms kit (PDF)
  Employer resource guide for an employer to open an MFS SEP plan.
• MFS SARSEP Plan Employer forms kit (PDF)
  Employer resource guide for an employer to transfer a SARSEP plan to MFS.
• MFS SEP/SARSEP IRA Forms kit (PDF)
  Everything you need to open a SEP/SARSEP account with MFS; transfer your account(s) to a SEP/SARSEP IRA at MFS.
• Disclosure Statements and Trust Agreements (PDF)
  IRA Disclosure Statements and Trust Agreements to accompany the SEP/SARSEP IRA Forms Kit.

MFS 403(b) Plan

• MFS 403b Mutual Fund Application (PDF)
  Use this application to open your account in an MFS 403(b) Mutual Fund Salary Reduction Only plan. Document includes account application and custodial agreement. Before opening a new account, employer must have completed an MFS Information Sharing Agreement (ISA).
• MFS 403(b) Information Sharing Agreement for Employer Sponsored Plans (PDF)
  This document must be completed and signed by the employer/plan sponsor before any new accounts can be opened for a participant. Only one agreement per plan is needed.
• MFS 403(b) Mutual Fund Custodial Agreement (PDF)
  For employer-sponsored plans only.
• MFS 403(b) Information Sharing Agreement for Salary Reduction Plans (PDF)
  This document must be completed and signed by the employer/plan sponsor before any new accounts can be opened for a participant. Only one agreement per plan is needed.
• MFS 403(b) Mutual Fund Custodial Agreement (PDF)
  For salary-reduction plans only.

Step 2: Review paperwork and mail to:

If you have any questions, or need assistance, please contact us at 1-800-637-1255, Monday - Friday, 8 a.m. to 7 p.m. Eastern time.

Tips for setting up your account

• Make sure to register the names on the account the same way you register other financial accounts. For example, if you sign your name and have other accounts registered "John R. Jones," make sure to use the same format on your MFS account (not John Jones or J.R. Jones).
• Fill in the application completely and print clearly. Leaving out information may delay getting your money invested or we may have to send the application back.
• Link your checking/savings account information so you can quickly and easily add money to or withdraw money from your mutual fund account.
• If you are not sure how to register the account, contact an MFSC service representative at 1-800-637-1255 (any business day from 8 a.m. to 7 p.m. Eastern time), and we can help ensure the account is set up correctly.

Step 1: Complete the new account application with your investment professional

The new account application can be downloaded, printed, and completed by hand or you can fill in the application online and print it out. After filling out the application, the registered owner must sign it and your investment professional's firm must complete the dealer section.

Important: To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. Please work with your investment professional to ensure the required information is provided on the application.

College Planning Forms

• MFS 529 Savings Plan application (PDF)
  This kit includes a plan application, service form and a listing of MFS 529 Savings Plan Investment Funds. Complete this form on your computer, print it, and
• MFS® 529 Savings Plan Participant Agreement and Disclosure Statement (sumday.com) (PDF)
  This booklet contains the MFS 529 Savings Plan Participant Agreement and Disclosure Statement, and must accompany the MFS 529 Savings Plan Forms Kit. It is retained by the accountholder for future reference.
• MFS Coverdell Education Savings Account (PDF)
  Disclosure statement and trust agreement.
• 529 Savings Plan Service Form (PDF)
  Use this form to update or add account privileges.

Step 2: Review paperwork and mail to:

If you have any questions, or need assistance, please contact us at 1-888-529-0063, Monday - Friday, 8 a.m. to 7 p.m. Eastern time.

Tips for setting up your account

• Make sure to register the names on the account the same way you register other financial accounts. For example, if you sign your name and have other accounts registered "John R. Jones," make sure to use the same format on your MFS account (not John Jones or J.R. Jones).
• Fill in the application completely and print clearly. Leaving out information may delay getting your money invested or we may have to send the application back.
• Link your checking/savings account information so you can quickly and easily add money to or withdraw money from your mutual fund account.
• Trusts, corporations, partnerships, limited liability companies (LLC), and other organizations:
  • Provide complete documentation including, as applicable; the Articles of Organization/Incorporation, Trust Agreement, or partnership agreement.
  • Provide documents identifying person(s) with authority over the account.
  • List the names of Trustees or authorized signatories on the application with the appropriate tax identification number (TIN).
• If you are not sure how to register the account, contact an MFS service representative at 1-888-529-0063 (any business day from 8 a.m. to 7 p.m. Eastern time), and we can help ensure the account is set up correctly.