Complete this form on your computer, print it, and mail it to us.
- Investment Professional
- Service Support
- Forms & Applications
- Mutual Funds
Mutual Funds
Forms and applications needed to open a new mutual fund account, make changes to an existing account, sell shares or close an account.
Fill in, print and save an online form
Many of our PDF forms and applications can be completed online. Just click inside the text box that you want to fill in and enter the information. When you are finished, print the form.
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Open a New Account
The forms and applications found here contain everything needed to open a new MFS mutual fund account.
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.
Complete this application to open a new account for a legal entity.
Information regarding cost basis reporting and the cost basis methods available for your account.
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.
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 mutual fund account, including adding services, changing the owner's name and checkwriting privileges.
Complete this form on your computer, print it, and mail it to us.
Complete this form to exercise your one-time 90-day reinstatement privilege.
Certify the acting trustee(s) of a Trust or Retirement Plan. Complete this form on your computer, print it, and mail it to us.
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.
Apply for checkwriting for a qualified account in the name of an estate, conservatorship, or guardianship.
Apply for checkwriting for a qualified account in the name of a trust.
Checkwriting Application for Unincorporated Organizations, Partnerships, & Sole Proprietorships (PDF)
Apply for checkwriting for a qualified account in the name of an unincorporated organization, partnership, or sole proprietorship.
Complete this form to provide updated cost basis information for your account(s).
Change dealer information on accounts.
Present evidence of authority of assigning officers for corporations and unincorporated associations.
Use this form to provide or update Control Person or Beneficial Owner information for an account for a legal entity.
Use this form to fax in a request to exchange shares in one mutual fund for shares in a different mutual fund.
Change the owner's legal name on a mutual fund account.
Used to obtain, verify, and record information that identifies each person who opens an account as required by Federal law.
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.
Information regarding cost basis reporting and the cost basis methods available for your account.
Frequently asked questions
Complete this form if you would like to purchase additional shares of your existing non-retirement account.
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.
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Sell Shares or Close an Account
Redeem shares, transfer ownership or close an existing MFS mutual fund account.
Redeem shares or exchange shares due to disability.
Redeem shares from a mutual fund account.
Transfer shares to an account with a different owner. Complete this form on your computer, print it, and mail it to us.
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.
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.).
The forms and applications found here contain everything needed to open a new MFS mutual fund account.
Complete this form on your computer, print it, and mail it to us.
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.
Complete this application to open a new account for a legal entity.
Information regarding cost basis reporting and the cost basis methods available for your account.
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.
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 mutual fund account, including adding services, changing the owner's name and checkwriting privileges.
Complete this form on your computer, print it, and mail it to us.
Complete this form to exercise your one-time 90-day reinstatement privilege.
Certify the acting trustee(s) of a Trust or Retirement Plan. Complete this form on your computer, print it, and mail it to us.
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.
Apply for checkwriting for a qualified account in the name of an estate, conservatorship, or guardianship.
Apply for checkwriting for a qualified account in the name of a trust.
Checkwriting Application for Unincorporated Organizations, Partnerships, & Sole Proprietorships (PDF)
Apply for checkwriting for a qualified account in the name of an unincorporated organization, partnership, or sole proprietorship.
Complete this form to provide updated cost basis information for your account(s).
Change dealer information on accounts.
Present evidence of authority of assigning officers for corporations and unincorporated associations.
Use this form to provide or update Control Person or Beneficial Owner information for an account for a legal entity.
Use this form to fax in a request to exchange shares in one mutual fund for shares in a different mutual fund.
Change the owner's legal name on a mutual fund account.
Used to obtain, verify, and record information that identifies each person who opens an account as required by Federal law.
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.
Information regarding cost basis reporting and the cost basis methods available for your account.
Frequently asked questions
Complete this form if you would like to purchase additional shares of your existing non-retirement account.
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.
Redeem shares, transfer ownership or close an existing MFS mutual fund account.
Redeem shares or exchange shares due to disability.
Redeem shares from a mutual fund account.
Transfer shares to an account with a different owner. Complete this form on your computer, print it, and mail it to us.
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.
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.).