Sell Shares or Close an Account

Transfer ownership, redeem shares or close an existing MFS 529 Savings Plan or Coverdell Education Savings account.

529 Savings Plan Distribution Authorization Form
Request a distribution from a 529 Savings Plan account.

529 Savings Plan Systematic Withdrawal Plan Form
Initiate systematic withdrawals for a 529 Savings Plan account.

Coverdell Education Savings (CESA) Distribution Authorization Form
Request a distribution from a Coverdell Education Savings account.