Individual Retirement Accounts (IRAs)

Forms and applications needed to open a new IRA account, make changes to an existing account, or close an account.

Open a New Account
The forms and applications found here contain everything needed to open a new MFS Individual Retirement Account account.

Manage an Existing Account
Make changes to your existing MFS IRA account, including adding services, changing the account owner's name, and checkwriting privileges.

Sell Shares or Close an Account
Transfer ownership, redeem shares or close an existing MFS IRA account.