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Sell Shares or Close an Account

Transfer ownership, redeem shares or close an existing MFS IRA account.

Distribution of Substantially Equal Payments
Establish a substantially equal payment (72t) agreement on an IRA account.

IRA Distribution Authorization Form
Request a distribution from Traditional, Rollover, Roth, SEP, SARSEP, and SIMPLE IRA account.

IRA Minimum Distribution Authorization Form
For IRAs trusteed by MFS Heritage Trust Company

IRA Systematic Withdrawal Plan Form
Initiate systematic withdrawals for an MFS Traditional, Rollover and ROTH IRA account trusteed by Heritage Trust Company.

IRA Withholding Election Form
Use this form to elect withholding for future systematic distributions

IRA Distribution Authorization Form for Non-Spouse Beneficiaries
Request a distribution from a Traditional, Rollover, Roth, SEP, SARSEP, or SIMPLE IRA account to a NON-SPOUSE beneficiary

IRA Distribution Authorization Form for Spouse Beneficiaries
Request a distribution from a Traditional, Rollover, Roth, SEP, SARSEP, or SIMPLE IRA account to a SPOUSE beneficiary

IRA and 403(b) Fee Agreement Terms