Complete this form to provide updated cost basis information for your account(s).
Cost-Basis Reporting
Information on the mandatory cost-basis requirements that are effective for mutual fund shares purchased after January 1, 2012.
Information regarding cost basis reporting and the cost basis methods available for your account.
Frequently asked questions
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.