Add Rights of Accumulation (ROA) or Letter of Intent (LOI)

Letter of Intent (LOI) is an account option (privilege) whereby share owners sign an agreement with MFS stating that it is their intent to invest a predetermined amount of money over a 13-month period and therefore they will receive the applicable reduced sales charge on each purchase made during that time period, as if they had made a lump sum purchase. For Letters of Intent of $1 million or more, the period is 36 months.

Rights of Accumulation (ROA) is an account option allowing share owners to purchase additional shares at a reduced sales charge provided the value of their current shares (calculated at maximum Public Offering Price ) plus the amount of the new purchase reaches a breakpoint. Unlike the Letter of Intent account option, there is no commitment to invest a specific dollar amount.

Adding a Letter of Intent/Rights of Accumulation by Mail

To add either a Letter of Intent or Rights of Accumulation by mail, complete the appropriate service form for your account type.

• Service Application (PDF)
  Complete this form on your computer, print it, and mail it to us.
• 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.
• 529 Savings Plan Service Form (PDF)
  Use this form to update or add account privileges.

Send the completed form for mutual fund and IRA accounts to:

Send the completed form for 529 accounts to: