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.
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Individual Retirement Accounts (IRAS)
Forms and applications needed to open a new IRA account, make changes to an existing account, or close an account.
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Open a New Account
The forms and applications found here contain everything needed to open a new MFS Individual Retirement Account account.
IRA Disclosure Statements and Trust Agreements to accompany the IRA Forms Kit.
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.
For use in establishing IRA distribution accounts for beneficiaries of deceased IRA owners or qualified plan participants.
Complete this form for registered representatives and eligible employees of dealer firms to purchase shares at Net Asset Value (not for use for MFS 529 College Savings Plan accounts).
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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 checkwriting privileges.
Designate a beneficiary for an MFS IRA
Change dealer information on accounts.
Use this form to elect withholding for future systematic distributions
IRA Service Application includes reduced sales charges, dealer changes, dollar-cost averaging, invest by phone, bank account information and automatic investment.
Recharacterize a contribution (or contributions) from one IRA type to another.
Change the name of the account owner on an MFS IRA (e.g. name change due to marriage).
Used to obtain, verify, and record information that identifies each person who opens an account as required by Federal law.
Remove an excess contribution from an IRA account.
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.
Complete this form if you would if you would like to purchase additional shares of your existing IRA.
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Sell Shares or Close an Account
Transfer ownership, redeem shares or close an existing MFS IRA account.
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.
Establish a substantially equal payment (72t) agreement on an IRA account.
Request a distribution from Traditional, Rollover, Roth, SEP, SARSEP, and SIMPLE IRA account.
For IRAs trusteed by MFS Heritage Trust Company
Initiate systematic withdrawals for an MFS Traditional, Rollover and ROTH IRA account trusteed by Heritage Trust Company.
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.
Use this form to elect withholding for future systematic distributions
Request a distribution from a Traditional, Rollover, Roth, SEP, SARSEP, or SIMPLE IRA account to a NON-SPOUSE beneficiary
Request a distribution from a Traditional, Rollover, Roth, SEP, SARSEP, or SIMPLE IRA account to a SPOUSE beneficiary
The forms and applications found here contain everything needed to open a new MFS Individual Retirement Account account.
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.
IRA Disclosure Statements and Trust Agreements to accompany the IRA Forms Kit.
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.
For use in establishing IRA distribution accounts for beneficiaries of deceased IRA owners or qualified plan participants.
Complete this form for registered representatives and eligible employees of dealer firms to purchase shares at Net Asset Value (not for use for MFS 529 College Savings Plan accounts).
Make changes to your existing MFS IRA account, including adding services, changing the account owner's name, and checkwriting privileges.
Designate a beneficiary for an MFS IRA
Change dealer information on accounts.
Use this form to elect withholding for future systematic distributions
IRA Service Application includes reduced sales charges, dealer changes, dollar-cost averaging, invest by phone, bank account information and automatic investment.
Recharacterize a contribution (or contributions) from one IRA type to another.
Change the name of the account owner on an MFS IRA (e.g. name change due to marriage).
Used to obtain, verify, and record information that identifies each person who opens an account as required by Federal law.
Remove an excess contribution from an IRA account.
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.
Complete this form if you would if you would like to purchase additional shares of your existing IRA.
Transfer ownership, redeem shares or close an existing MFS IRA account.
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.
Establish a substantially equal payment (72t) agreement on an IRA account.
Request a distribution from Traditional, Rollover, Roth, SEP, SARSEP, and SIMPLE IRA account.
For IRAs trusteed by MFS Heritage Trust Company
Initiate systematic withdrawals for an MFS Traditional, Rollover and ROTH IRA account trusteed by Heritage Trust Company.
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.
Use this form to elect withholding for future systematic distributions
Request a distribution from a Traditional, Rollover, Roth, SEP, SARSEP, or SIMPLE IRA account to a NON-SPOUSE beneficiary
Request a distribution from a Traditional, Rollover, Roth, SEP, SARSEP, or SIMPLE IRA account to a SPOUSE beneficiary