Forms & Applications
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Non-Retirement Accounts
Open a New Account
The forms and applications found here contain everything needed to open a new MFS mutual fund account.
Open a New Mutual Fund Account
Complete this form on your computer, print it, and mail it to us.Transfer on Death Agreement Registration Form
For investors who wish to designate an individual to own the account upon the death of the current owner.
Entity Application
Complete this application to open a new account for a legal entity.
Manage an Existing AccountMake changes to your existing MFS mutual fund account, including adding services, changing the owner's name and checkwriting privileges.
Service Application
Complete this form on your computer, print it, and mail it to us.
90 Day Reinstatement Form
Complete this form to exercise your one-time 90-day reinstatement privilege.
Certificate of Incumbency
Certify the acting trustee(s) of a Trust or Retirement Plan. Complete this form on your computer, print it, and mail it to us.
Checkwriting Application for Corporations
Apply for checkwriting from a qualified account in the name of a corporation. Complete this form on your computer, print it, and mail it to us.
Checkwriting Application for Estates, Conservatorships, & Guardianships
Apply for checkwriting for a qualified account in the name of an estate, conservatorship, or guardianship.
Checkwriting Application for Trusts
Apply for checkwriting for a qualified account in the name of a trust.
Checkwriting Application for Unincorporated Organizations, Partnerships & Sole Proprietorships
Apply for checkwriting for a qualified account in the name of an unincorporated organization, partnership, or sole proprietorship.
Cost Basis InformationReporting Form
Complete this form to provide updated cost basis information for your account(s).Cost Basis Reporting Selection/Change Form
Complete this form to select or change a cost basis method to be applied to your account(s), or make the changes online with MFS Access.
Dealer Change Authorization
Change dealer information on accounts.
Evidence of Authority of Assigning Officer
Present evidence of authority of assigning officers for corporations and unincorporated associations.
Legal Entity Certification Form
Use this form to provide or update Control Person or Beneficial Owner information for an account for a legal entity.
MFSC Fax Exchange Form
Use this form to fax in a request to exchange shares in one mutual fund for shares in a different mutual fund.
Name Change Authorization Form
Change the owner's legal name on a mutual fund account.
Non-IRA Additional Investment Form
Complete this form if you would like to purchase additional shares of your existing non-retirement account.
Request for Additional Information
Used to obtain, verify, and record information that identifies each person who opens an account as required by Federal law.
Cost Basis Reporting Brochure
Information regarding cost basis reporting and the cost basis methods available for your account.Transfer on Death Agreement
Change the registration of a mutual fund account with a designated beneficiary (TOD Registration). For investors who wish to designate an individual or entity to automatically own the account upon the death of the current owner. For a new account, this form should be submitted along with an MFS Account Application.
Sell Shares or Close an Account
Transfer ownership, redeem shares or close an existing mutual fund account.
Certification of Disability
Redeem shares or exchange shares due to disability.
Redemption Authorization Form
Redeem shares from a mutual fund account.
Redemption/Transfer Authorization
Redeem shares and/or transfer shares to an account with a different owner. Complete this form on your computer, print it, and mail it to us.
Specific Lot Identification Form
Use this form if you have selected Specific Lot Identification as the cost basis method on your account and you are requesting a disposition of shares (i.e. withdrawal, exchange, transfer). This form must be submitted along with the transaction request (i.e. Redemption Authorizations Form, Transfer Authorization Form, etc.).
Transfer Authorization
Transfer shares to an account with a different owner. Complete this form on your computer, print it, and mail it to us.
Custodial Account Transfer Authorization to Former Minor
Transfer a Uniform Gifts/Transfers to Minors Act (UGMA/UTMA) account to the former minor. -
IRAs (Traditional and Roth)
Open a New Account
The forms and applications found here contain everything needed to open a new MFS Individual Retirement Account account.
IRA Forms Kit
The forms and applications found here contain everything needed to open a new MFS Individual Retirement Account account.
Disclosure Statements and Trust Agreements
IRA Disclosure Statements and Trust Agreements to accompany the IRA Forms Kit.
Investment Instructions to Establish a New IRA Account(s) in a Different Class of Shares
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.
Non-Spouse Beneficial IRA Kit
For use in establishing IRA distribution accounts for beneficiaries of deceased IRA owners or qualified plan participants.
Manage an Existing AccountMake changes to your existing MFS IRA account, including adding services, changing the account owner's name, and beneficiary changes.
Dealer Change Authorization
Change dealer information on accounts.
Designation of Beneficiary Form
Designate a beneficiary for an MFS IRA.
IRA Additional Investment Form
Complete this form if you would if you would like to purchase additional shares of your existing IRA.
MFS IRA Recharacterization Form
Recharacterize a contribution (or contributions) from one IRA type to another.
IRA Request for Change of Distribution Option
For accounts subject to required minimum distribution, use this form to change your distribution options.
IRA Transfer Authorization Due to Divorce
Use this form to transfer an IRA account or a portion of an IRA account to a former spouse under the terms of a divorce decree.IRA Withholding Election Form
Use this form to elect withholding for future systematic distributions.
MFS Name Change Authorization Form
Change the name of the account owner on an MFS IRA (e.g. name change due to marriage).
Request for Additional Information
Used to obtain, verify, and record information that identifies each person who opens an account as required by Federal law.
Retirement Plan Service Form
IRA Service Application includes reduced sales charges, dealer changes, dollar-cost averaging, invest by phone, bank account information and automatic investment.
Return of Excess Contribution Authorization
Remove an excess contribution from an IRA account.
Roth IRA Conversion Form
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.
Sell Shares or Close an Account
Transfer ownership, redeem shares or close an existing MFS IRA account.
Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions Form
This form is used to opt out of tax withholding or choose a withholding percentage other than the 10% from your retirement distribution and is required to be submitted with your distribution request beginning January 1, 2023.Distribution of Substantially Equal Payments
Establish a substantially equal payment (72t) agreement on an IRA account.
IRA and 403(b) Fee Agreement Terms
Allows the account holder to pay fees directly to their advisor.
IRA Distribution Authorization Form
Request a distribution from Traditional, Rollover, Roth, SEP, SARSEP, and SIMPLE IRA account.
IRA Distribution Authorization Form for Non-Spouse Beneficiaries
Request a distribution from a Traditional, Rollover, Roth, SEP, SARSEP, or SIMPLE IRA account to a NON- SPOUSE beneficiary.
IRA Distribution Authorization Form for Spouse Beneficiaries
Request a distribution from a Traditional, Rollover, Roth, SEP, SARSEP, or SIMPLE IRA account to a SPOUSE beneficiary.
IRA Qualified Charitable Distribution Authorization Form
Request a Qualified Charitable Distribution from a Traditional, Rollover, Roth, SEP, SARSEP, or SIMPLE account
IRA Required Minimum Distribution Authorization Form;
For IRAs trusteed by MFS Heritage Trust Company.
IRA Systematic Withdrawal Plan Form
Initiate systematic withdrawals for an MFS Traditional, Rollover ROTH, and SIMPLE IRA account trusteed by Heritage Trust Company.
IRA Transfer Authorization Due to Divorce
Use this form to transfer an IRA account or a portion of an IRA account to a former spouse under the terms of a divorce decree.IRA Withholding Election Form
Use this form to elect withholding for future systematic distributions.
Return of Excess Contribution Authorization
Remove an excess contribution from an IRA account.
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Workplace Retirement
403(b)
The forms and applications found here contain everything you need to open a new 403(b) account, make changes to an existing account, sell shares or close an account.
Open a New Account MFS 403(b) Information Sharing Agreement for Employer Sponsored Plans
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) Information Sharing Agreement for Salary Reduction Plans
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 403b Mutual Fund Application
Use this application to open your account in an MFS 403(b) plan.Before opening a new account, employer must have completed an MFS Information Sharing Agreement (ISA).
MFS 403(b) Mutual Fund Custodial Agreement
For employer-sponsored plans only.
MFS 403(b) Mutual Fund Custodial Agreement
For salary-reduction plans only.
Manage an Existing Account Certificate of Incumbency
Certify a Plan Administrator for plans using MFS Heritage Trust Company as Trustee.MFS 403(b) Designation of Beneficiary Form
Designate a beneficiary for an MFS 403(b).
MFS 403(b) Mutual Fund Custodial Agreement
For employer-sponsored plans only.
MFS 403(b) Mutual Fund Custodial Agreement
For salary-reduction plans only.
Dealer Change Authorization
Change dealer information on accounts.
MFS Name Change Authorization Form
Change the name of the account owner on an MFS account (e.g. name change due to marriage).
Request for Additional Information
Used to obtain, verify, and record information that identifies each person who opens an account as required by Federal law.
Sell Shares or Close an Account
Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions Form
This form is used to opt out of tax withholding or choose a withholding percentage other than the IRS default percentage from your retirement distribution and is required to be submitted with your distribution request beginning January 1, 2023.403(b) Custodial Account Distribution Authorization
Request a distribution from an MFS 403(b) account.403(b) Custodial Account Distribution Authorization of Substantially Equal Payments
For salary-reduction 403(b) plans only, establish a 72(t) systematic withdrawal plan.
403(b) Custodial Account Installment Distribution Authorization
For salary-reduction 403(b) plans only, establish a systematic withdrawal plan.
403(b) Transfer Out Form - Salary Deferral Only
Initiate a transfer or exchange from a 403(b) (salary deferral only) Plan to a 403(b) plan at another financial institution.
403(b) Transfer Out Form - Employer Sponsored Plans Only
Initiate a transfer or exchange from a 403(b) (Employer Sponsored only) Plan to a 403(b) plan at another financial institution.
Employer 403(b) Plan Distribution Authorization Form
For Employer sponsored 403(b) plans only, use this form to request distributions.Employer 403(b) Plan Installment Distribution Authorization Form
For Employer sponsored 403(b) plans only, establish a systematic withdrawal plan.
IRA and 403(b) Fee Agreement Terms
Allows the account holder to pay fees directly to their advisor.
MFS 403(b) Custodial Account Distribution Authorization forNon-spouse Beneficiaries
For total distributions and installment distributions from salary reduction 403(b) custodial accounts.
MFS 403(b) Custodial Account Distribution Authorization forSpouse Beneficiaries
For total distributions, installment distributions, and direct rollovers from salary reduction 403(b) custodial accounts.
SIMPLE IRA
Make changes to your existing MFS IRA account, including adding services, changing the account owner's name, and beneficiary changes.
Open a New Account SIMPLE IRA Employee Resource Guide
Everything you need to open an MFS SIMPLE IRA.SIMPLE IRA Plan Employer Resource Guide
Everything you need to open a new MFS workplace retirement account.SIMPLE Contribution Direct Enrollment Form
For employers to enroll in Contribution Direct, which allows for ACH contributions to be made via the Internet.Investment Instructions to Establish a New IRA Account(s) in a Different Class of Shares
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.Manage an Existing Account
Certificate of Incumbency
Certify a Plan Administrator for plans using MFS Heritage Trust Company as Trustee.Dealer Change Authorization
Change dealer information on accounts.
Designation of Beneficiary Form
Designate a beneficiary for an MFS IRA.
IRA Withholding Election Form
Use this form to elect withholding for future systematic distributions.
MFS IRA Recharacterization Form
Recharacterize a contribution (or contributions) from one IRA type to another.
MFS Name Change Authorization Form
Change the name of the account owner on an MFS IRA (e.g. name change due to marriage).
Request for Additional Information
Used to obtain, verify, and record information that identifies each person who opens an account as required by Federal law.
Return of Excess Contribution Authorization
Remove an excess contribution from an IRA account.
Roth IRA Conversion Form
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.
SIMPLE IRA Plan Service Form
Add the telephone withdrawal privilege or eDelivery to your existing SIMPLE IRA.
Sell Shares or Close an Account
Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions Form
This form is used to opt out of tax withholding or choose a withholding percentage other than the IRS default percentage from your retirement distribution and is required to be submitted with your distribution request beginning January 1, 2023.Distribution of Substantially Equal Payments
Establish a substantially equal payment (72t) agreement on an IRA account.IRA and 403(b) Fee Agreement Terms
Allows the account holder to pay fees directly to their advisor.
IRA Distribution Authorization Form
Request a distribution from Traditional, Rollover, Roth, SEP, SARSEP, and SIMPLE IRA account.
IRA Minimum Distribution Authorization Form
For IRAs trusteed by MFS Heritage Trust Company.
IRA Systematic Withdrawal Plan Form
Initiate systematic withdrawals for an MFS Traditional, Rollover, ROTH and SIMPLE IRA account trusteed by Heritage Trust Company.
IRA Withholding Election Form
Use this form to elect withholding for future systematic distributions.
Roth IRA Conversion Form
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.
401a's (Profit Sharing, Money Purchase Pension Plan, & 401k)
The forms and applications found here contain everything you need make changes to an existing account, sell shares or close an account within a 401(a), Profit Sharing, Money Purchas Pension Plan or 401(k) plan.
Manage an Existing Account Certificate of Incumbency
Certify a Plan Administrator for plans using MFS Heritage Trust Company as Trustee.MFD Defined Contribution Prototype Plan Document
This document contains the non-elective provisions of the MFD defined contribution prototype plan and should be used in conjunction with the appropriate Adoption Agreement for existing plan sponsors that have adopted the MFS plan. The MFD Defined Contribution Plan is not available for adoption by new plans.
Sell Shares or Close an Account
Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions Form
This form is used to opt out of tax withholding or choose a withholding percentage other than the IRS default percentage from your retirement distribution and is required to be submitted with your distribution request beginning January 1, 2023.Employer Distribution Authorization (Total & Partial)
For MFS sponsored employer plans (Profit Sharing, Money Purchase Pension, & 401(k)), use this form to request one-time distributions.Employer Installment Distribution Authorization
For MFS sponsored employer plans (Profit Sharing, Money Purchase Pension Plan, & 401(k)), use this form to establish a systematic withdrawal plan.
SEPs/SARSEPs
The forms and applications found here contain everything you need to open a new SEP or SARSEP IRA, make changes to an existing account, sell shares or close an account.
Open a New Account
Disclosure Statements and Trust Agreements MFS SARSEP Plan Employer forms kit
IRA Disclosure Statements and Trust Agreements to accompany the SEP/SARSEP IRA Forms Kit.MFS SEP Plan Employer Forms Kit
Employer resource guide for an employer to open an MFS SEP plan.
MFS SEP/SARSEP IRA Forms kit
Everything you need to open a SEP/SARSEP account with MFS; transfer your account(s) to a SEP/SARSEP IRA at MFS.Manage an Existing Account
Certificate of Incumbency
Certify a Plan Administrator for plans using MFS Heritage Trust Company as Trustee.Dealer Change Authorization
Change dealer information on accounts.Designation of Beneficiary Form
Designate a beneficiary for an MFS IRA.IRA and 403(b) Fee Agreement Terms
Allows the account holder to pay fees directly to their advisor.MFS IRA Recharacterization Form
Recharacterize a contribution (or contributions) from one IRA type to another.MFS Name Change Authorization Form
Change the name of the account owner on an MFS IRA (e.g. name change due to marriage).Request for Additional Information
Used to obtain, verify, and record information that identifies each person who opens an account as required by Federal law.Retirement Plan Service Form
IRA Service Application includes reduced sales charges, dealer changes, dollar-cost averaging, invest by phone, bank account information and automatic investment.Return of Excess Contribution Authorization
Remove an excess contribution from an IRA account.Roth IRA Conversion Form
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.Sell Shares or Close an Account
Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions Form
This form is used to opt out of tax withholding or choose a withholding percentage other than the IRS default percentage from your retirement distribution and is required to be submitted with your distribution request beginning January 1, 2023.Distribution of Substantially Equal Payments
Establish a substantially equal payment (72t) agreement on an IRA account.IRA and 403(b) Fee Agreement Terms
Allows the account holder to pay fees directly to their advisor.IRA Distribution Authorization Form
Request a distribution from Traditional, Rollover, Roth, SEP, SARSEP, and SIMPLE IRA account.IRA Minimum Distribution Authorization Form
For IRAs trusteed by MFS Heritage Trust Company.IRA Systematic Withdrawal Plan Form
Initiate systematic withdrawals for an MFS Traditional, Rollover and ROTH IRA account trusteed by Heritage Trust Company.IRA Withholding Election Form
Use this form to elect withholding for future systematic distributions.Return of Excess Contribution Authorization
Remove an excess contribution from an IRA account.Roth IRA Conversion Form
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.Non-Prototype Retirement Plans
(investment only)
The forms and applications found here contain everything you need to open a new retirement plan not trusteed by MFS Heritage Trust, and sell shares or close an account.
Open a New Account
Non-Fiduciary Rollover Authorization Form
For Rollover Request to an MFS IRA.Notfor use with any retirement accounts currently trusteed by MFS Heritage Trust Company.Sell Shares or Close an Account
Non-Fiduciary Redemption Authorization Form
NOTfor use with accounts currently trusteed by MFS Heritage Trust Company
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College Planning
Open a New MFS 529 Savings Plan
Everything you need to open a new MFS 529 Savings Plan account.Beginning May 23, 2022, MFS introduces an easier, improved 529 Savings Plan! For information or assistance, please call 888-529-0063.
MFS 529 Savings Plan Application
This kit includes a plan application and a listing of MFS 529 Savings Plan Investment Funds.MFS 529 Savings Plan Participant Agreement and Disclosure Statement
This booklet contains the MFS 529 Savings Plan Participant Agreement and Disclosure Statement, and must accompany the MFS 529 Savings Plan Application. It is retained by the accountholder for future reference.
Manage an Existing Account
Make changes to your existing MFS 529 Savings Plan or Coverdell Education Savings account.
MFS 529 Additional Investment Form;
Complete this form if you would if you would like to purchase additional shares of your existing 529 Plan account.
MFS Coverdell Education Savings Account
Disclosure statement and trust agreement
MFS 529 Name Change Authorization Form
Change the name of the owner or the beneficiary on an MFS 529 account (e.g. name change due to marriage).MFS 529 Savings Plan Change Form
Make changes to an existing 529 Saving Plan account.
MFS 529 Savings Plan Rollover Form
Rollover money directly from another 529 Savings Plan.
MFS 529 Savings Plan Account Maintenance FormUse this form to update or add account privileges.
View and Print PDF
MFS 529 Savings Plan Systematic Withdrawal Plan Form
Initiate systematic withdrawals for a 529 Savings Plan account.
MFS 529 Savings Plan Dealer Change Authorization Form
Change dealer information 529 Savings Plan accounts.MFS Coverdell Education Savings Name Change Authorization Form
Change the name of the owner or the beneficiary on an MFS Coverdell Education Savings Account (e.g. name change due to marriage).MFS Coverdell Education Savings (CESA) Change Form
Make changes to an existing Coverdell Education Savings account.
MFS Coverdell Education Savings Dealer Change Authorization Form
Change dealer information on Coverdell Education Savings accounts.Sell Shares or Close an Account
Transfer ownership, redeem shares or close an existing MFS 529 Savings Plan or Coverdell Education Savings account.
MFS 529 Savings Plan Distribution Authorization Form
Request partial or full withdrawals/distributions from an MFS 529 Savings Plan account, including rollovers to a Roth IRA or another 529 plan.MFS 529 Savings Plan Systematic Withdrawal Plan Form
Initiate systematic withdrawals for a 529 Savings Plan account.
MFS Coverdell Education Savings (CESA) Distribution Authorization Form
Request a distribution from a Coverdell Education Savings account.
Open a New Account
The forms and applications found here contain everything needed to open a new MFS mutual fund account.
Open a New Mutual Fund Account |
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Transfer on Death Agreement Registration Form |
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Entity Application |
Manage an Existing Account
Make changes to your existing MFS mutual fund account, including adding services, changing the owner's name and checkwriting privileges.
Service Application |
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90 Day Reinstatement Form |
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Certificate of Incumbency |
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Checkwriting Application for Corporations |
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Checkwriting Application for Estates, Conservatorships, & Guardianships |
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Checkwriting Application for Trusts |
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Checkwriting Application for Unincorporated Organizations, Partnerships & Sole Proprietorships |
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Cost Basis InformationReporting Form |
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Cost Basis Reporting Selection/Change Form |
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Dealer Change Authorization |
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Evidence of Authority of Assigning Officer |
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Legal Entity Certification Form |
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MFSC Fax Exchange Form |
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Name Change Authorization Form |
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Non-IRA Additional Investment Form |
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Request for Additional Information |
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Cost Basis Reporting Brochure |
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Transfer on Death Agreement |
Sell Shares or Close an Account
Transfer ownership, redeem shares or close an existing mutual fund account.
Certification of Disability |
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Redemption Authorization Form |
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Redemption/Transfer Authorization |
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Specific Lot Identification Form |
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Transfer Authorization |
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Custodial Account Transfer Authorization to Former Minor |
Open a New Account
The forms and applications found here contain everything needed to open a new MFS Individual Retirement Account account.
IRA Forms Kit |
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Disclosure Statements and Trust Agreements |
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Investment Instructions to Establish a New IRA Account(s) in a Different Class of Shares |
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Non-Spouse Beneficial IRA Kit |
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Manage an Existing Account
Make changes to your existing MFS IRA account, including adding services, changing the account owner's name, and beneficiary changes.
Dealer Change Authorization |
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Designation of Beneficiary Form |
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IRA Additional Investment Form |
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MFS IRA Recharacterization Form |
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IRA Request for Change of Distribution Option |
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IRA Transfer Authorization Due to Divorce |
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IRA Withholding Election Form |
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MFS Name Change Authorization Form |
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Request for Additional Information |
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Retirement Plan Service Form |
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Return of Excess Contribution Authorization |
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Roth IRA Conversion Form |
Sell Shares or Close an Account
Transfer ownership, redeem shares or close an existing MFS IRA account.
Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions Form |
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Distribution of Substantially Equal Payments |
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IRA and 403(b) Fee Agreement Terms |
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IRA Distribution Authorization Form |
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IRA Distribution Authorization Form for Non-Spouse Beneficiaries |
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IRA Distribution Authorization Form for Spouse Beneficiaries |
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IRA Qualified Charitable Distribution Authorization Form |
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IRA Required Minimum Distribution Authorization Form; |
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IRA Systematic Withdrawal Plan Form |
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IRA Transfer Authorization Due to Divorce |
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IRA Withholding Election Form |
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Return of Excess Contribution Authorization |
403(b)
The forms and applications found here contain everything you need to open a new 403(b) account, make changes to an existing account, sell shares or close an account.
| Open a New Account | |
MFS 403(b) Information Sharing Agreement for Employer Sponsored Plans |
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MFS 403(b) Information Sharing Agreement for Salary Reduction Plans |
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MFS 403b Mutual Fund Application |
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MFS 403(b) Mutual Fund Custodial Agreement |
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MFS 403(b) Mutual Fund Custodial Agreement |
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| Manage an Existing Account | |
Certificate of Incumbency |
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MFS 403(b) Designation of Beneficiary Form |
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MFS 403(b) Mutual Fund Custodial Agreement |
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MFS 403(b) Mutual Fund Custodial Agreement |
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Dealer Change Authorization |
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MFS Name Change Authorization Form |
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Request for Additional Information |
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Sell Shares or Close an Account |
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Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions Form |
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403(b) Custodial Account Distribution Authorization |
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403(b) Custodial Account Distribution Authorization of Substantially Equal Payments |
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403(b) Custodial Account Installment Distribution Authorization |
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403(b) Transfer Out Form - Salary Deferral Only |
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403(b) Transfer Out Form - Employer Sponsored Plans Only |
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Employer 403(b) Plan Distribution Authorization Form |
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Employer 403(b) Plan Installment Distribution Authorization Form |
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IRA and 403(b) Fee Agreement Terms |
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MFS 403(b) Custodial Account Distribution Authorization forNon-spouse Beneficiaries |
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MFS 403(b) Custodial Account Distribution Authorization forSpouse Beneficiaries |
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SIMPLE IRA
Make changes to your existing MFS IRA account, including adding services, changing the account owner's name, and beneficiary changes.
| Open a New Account | |
| SIMPLE IRA Employee Resource Guide Everything you need to open an MFS SIMPLE IRA. |
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| SIMPLE IRA Plan Employer Resource Guide Everything you need to open a new MFS workplace retirement account. |
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SIMPLE Contribution Direct Enrollment Form |
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Investment Instructions to Establish a New IRA Account(s) in a Different Class of Shares |
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Manage an Existing Account |
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Certificate of Incumbency |
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Dealer Change Authorization |
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Designation of Beneficiary Form |
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IRA Withholding Election Form |
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MFS IRA Recharacterization Form |
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MFS Name Change Authorization Form |
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Request for Additional Information |
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Return of Excess Contribution Authorization |
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Roth IRA Conversion Form |
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SIMPLE IRA Plan Service Form |
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Sell Shares or Close an Account |
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Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions Form |
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Distribution of Substantially Equal Payments |
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IRA and 403(b) Fee Agreement Terms |
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IRA Distribution Authorization Form |
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IRA Minimum Distribution Authorization Form |
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IRA Systematic Withdrawal Plan Form |
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IRA Withholding Election Form |
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Roth IRA Conversion Form |
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401a's (Profit Sharing, Money Purchase Pension Plan, & 401k)
The forms and applications found here contain everything you need make changes to an existing account, sell shares or close an account within a 401(a), Profit Sharing, Money Purchas Pension Plan or 401(k) plan.
| Manage an Existing Account | |
Certificate of Incumbency |
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MFD Defined Contribution Prototype Plan Document |
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Sell Shares or Close an Account |
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Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions Form |
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Employer Distribution Authorization (Total & Partial) |
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Employer Installment Distribution Authorization |
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SEPs/SARSEPs
The forms and applications found here contain everything you need to open a new SEP or SARSEP IRA, make changes to an existing account, sell shares or close an account.
Open a New Account |
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Disclosure Statements and Trust Agreements MFS SARSEP Plan Employer forms kit |
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MFS SEP Plan Employer Forms Kit |
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MFS SEP/SARSEP IRA Forms kit |
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Manage an Existing Account |
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Certificate of Incumbency |
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Dealer Change Authorization |
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Designation of Beneficiary Form |
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IRA and 403(b) Fee Agreement Terms |
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MFS IRA Recharacterization Form |
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MFS Name Change Authorization Form |
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Request for Additional Information |
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Retirement Plan Service Form |
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Return of Excess Contribution Authorization |
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Roth IRA Conversion Form |
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Sell Shares or Close an Account |
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Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions Form |
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Distribution of Substantially Equal Payments
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IRA and 403(b) Fee Agreement Terms |
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IRA Distribution Authorization Form |
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IRA Minimum Distribution Authorization Form |
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IRA Systematic Withdrawal Plan Form |
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IRA Withholding Election Form |
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Return of Excess Contribution Authorization |
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Roth IRA Conversion Form |
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Non-Prototype Retirement Plans
(investment only)
The forms and applications found here contain everything you need to open a new retirement plan not trusteed by MFS Heritage Trust, and sell shares or close an account.
Open a New Account |
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Non-Fiduciary Rollover Authorization Form |
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Sell Shares or Close an Account |
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Non-Fiduciary Redemption Authorization Form |
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Open a New MFS 529 Savings Plan
Everything you need to open a new MFS 529 Savings Plan account.
Beginning May 23, 2022, MFS introduces an easier, improved 529 Savings Plan! For information or assistance, please call 888-529-0063.
MFS 529 Savings Plan Application |
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MFS 529 Savings Plan Participant Agreement and Disclosure Statement |
Manage an Existing Account
Make changes to your existing MFS 529 Savings Plan or Coverdell Education Savings account.
MFS 529 Additional Investment Form; |
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MFS Coverdell Education Savings Account |
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MFS 529 Name Change Authorization Form |
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MFS 529 Savings Plan Change Form |
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MFS 529 Savings Plan Rollover Form |
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MFS 529 Savings Plan Account Maintenance FormUse this form to update or add account privileges. |
View and Print PDF |
MFS 529 Savings Plan Systematic Withdrawal Plan Form |
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MFS 529 Savings Plan Dealer Change Authorization Form |
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MFS Coverdell Education Savings Name Change Authorization Form |
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MFS Coverdell Education Savings (CESA) Change Form |
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MFS Coverdell Education Savings Dealer Change Authorization Form |
Sell Shares or Close an Account
Transfer ownership, redeem shares or close an existing MFS 529 Savings Plan or Coverdell Education Savings account.
MFS 529 Savings Plan Distribution Authorization Form |
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MFS 529 Savings Plan Systematic Withdrawal Plan Form |
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MFS Coverdell Education Savings (CESA) Distribution Authorization Form |