Open a New Account

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

IRA Forms Kit
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.

Disclosure Statements and Trust Agreements
IRA Disclosure Statements and Trust Agreements to accompany the IRA Forms Kit.

Investment Instructions to Establish a New IRA Account(s) in a Different Class of Shares
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.

Non-Spouse Beneficial IRA Kit
For use in establishing IRA distribution accounts for beneficiaries of deceased IRA owners or qualified plan participants.

MFS Dealer Net Asset Value Certification
To be submitted with an MFS Account Application or MFS-Sponsored Retirement Plan Application for accounts for employees of dealer firms or registered representatives

Filling in, printing and saving 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.

In order to save the PDF, you will need to have the full version of Adobe Acrobat. If you already have the full version, simply click the Save icon located in the toolbar.