This kit includes a plan application, service form and a listing of MFS 529 Savings Plan Investment Funds.
- Investment Professional
- Service Support
- Forms & Applications
- College Planning
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Open a New Account
Everything you need to open a new MFS 529 Savings Plan account.
MFS introduces an easier, improved 529 Savings Plan for you and your clients beginning May 23, 2022. For information or assistance, please call your MFS Wholesaler or the 529 Plan’s Service Team at 888-529-0063.
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.
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Manage an Existing Account
Make changes to your existing MFS 529 Savings Plan or Coverdell Education Savings account, including: adding services and changing the owner's name.
Use this form to update or add account privileges.
Complete this form if you would if you would like to purchase additional shares of your existing 529 Plan account.
Make changes to an existing 529 Saving Plan account.
Change the name of the owner or the beneficiary on an MFS 529 account (e.g. name change due to marriage).
Rollover money directly from another 529 Savings Plan.
Initiate systematic withdrawals for a 529 Savings Plan account.
Make changes to an existing Coverdell Education Savings account.
Change dealer information on accounts.
Disclosure statement and trust agreement
Change the name of the Responsible Person or beneficiary on a Coverdell account.
Change dealer information on Coverdell accounts.
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Sell Shares or Close an Account
Transfer ownership, redeem shares or close an existing MFS 529 Savings Plan or Coverdell Education Savings account.
Request a distribution from a 529 Savings Plan account.
Initiate systematic withdrawals for a 529 Savings Plan account.
Request a distribution from a Coverdell Education Savings account.
Everything you need to open a new MFS 529 Savings Plan account.
MFS introduces an easier, improved 529 Savings Plan for you and your clients beginning May 23, 2022. For information or assistance, please call your MFS Wholesaler or the 529 Plan’s Service Team at 888-529-0063.
This kit includes a plan application, service form and a listing of MFS 529 Savings Plan Investment Funds.
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.
Make changes to your existing MFS 529 Savings Plan or Coverdell Education Savings account, including: adding services and changing the owner's name.
Use this form to update or add account privileges.
Complete this form if you would if you would like to purchase additional shares of your existing 529 Plan account.
Make changes to an existing 529 Saving Plan account.
Change the name of the owner or the beneficiary on an MFS 529 account (e.g. name change due to marriage).
Rollover money directly from another 529 Savings Plan.
Initiate systematic withdrawals for a 529 Savings Plan account.
Make changes to an existing Coverdell Education Savings account.
Change dealer information on accounts.
Disclosure statement and trust agreement
Change the name of the Responsible Person or beneficiary on a Coverdell account.
Change dealer information on Coverdell accounts.
Transfer ownership, redeem shares or close an existing MFS 529 Savings Plan or Coverdell Education Savings account.
Request a distribution from a 529 Savings Plan account.
Initiate systematic withdrawals for a 529 Savings Plan account.
Request a distribution from a Coverdell Education Savings account.