Mutual Funds

Forms and applications needed to open a new mutual fund account, make changes to an existing account, sell shares or close an account.

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

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

Sell Shares or Close an Account
Redeem shares, transfer ownership or close an existing MFS mutual fund account.