Update Beneficiary
Updating/Adding a Beneficiary by mail
To update/add a Beneficiary by mail, complete the appropriate form for your account type.
- Transfer on Death Agreement Registration Form (PDF)
- Designate a beneficiary for an individual, Joint Tenants with Rights of Survivorship, or Tenants by Entireties account.
- Designation of Beneficiary Form (PDF)
Designate a beneficiary for an MFS IRA. - 529 Savings Plan Change Form (PDF)
Make changes to an existing 529 Savings Plan account. - Coverdell Education Savings (CESA) Change Form (PDF)
Make changes to an existing Coverdell Education Savings account.
Send the completed form for mutual fund and IRA accounts to:
For Regular Mail |
For Overnight Mail |
Send the completed form for 529 accounts to:
| For Regular mail MFS 529 Savings Plan PO Box 534454 Pittsburgh, PA 15253-4454 |
For Overnight mail MFS 529 Savings Plan Attention: 534454 500 Ross Street, 154-0520 Pittsburgh, PA 15262 |