Manage an Existing Account
Make changes to your existing MFS mutual fund account, including adding services, changing the owner's name and checkwriting privileges.
Complete this form on your computer, print it, and mail it to us.
90 Day Reinstatement Form
Complete this form to exercise your one-time 90-day reinstatement privilege.
Checkwriting Application for Corporations
Apply for checkwriting from a qualified account in the name of a corporation. Complete this form on your computer, print it, and mail it to us.
Checkwriting Application for Estates, Conservatorships, & Guardianships
Apply for checkwriting for a qualified account in the name of an estate, conservatorship, or guardianship.
Checkwriting Application for Trusts
Apply for checkwriting for a qualified account in the name of a trust.
Checkwriting Application for Unincorporated Organizations, Partnerships, & Sole Proprietorships
Apply for checkwriting for a qualified account in the name of an unincorporated organization, partnership, or sole proprietorship.
Dealer Change Authorization
Change dealer information on accounts.
Evidence of Authority of Assigning Officer
Present evidence of authority of assigning officers for corporations and unincorporated associations.
MFSC Fax Exchange Form
Use this form to fax in a request to exchange shares in one mutual fund for shares in a different mutual fund.
Name Change Authorization Form
Change the owner's legal name on a mutual fund account.
Substitute W-9 Form
Certify the Taxpayer Identification Number with a Substitute Form W-9.
Talk. Click. Go.
Everything you need to know about online (MFS Access) and telephone access (MFS Talk) to your MFS accounts.
Transfer on Death Agreement
Change the registration of a mutual fund account with a designated beneficiary (TOD Registration). For investors who wish to designate an individual or entity to automatically own the account upon the death of the current owner. For a new account, this form should be submitted along with an MFS Account Application.
Certificate of Incumbency
Certify the acting trustee(s) of a Trust or Retirement Plan. Complete this form on your computer, print it, and mail it to us.
Cost Basis Information Reporting Form
Complete this form to provide updated cost basis information for your account(s).
Cost Basis Reporting Selection/Change Form
Complete this form to select or change a cost basis method to be applied to your account(s), or make the changes online with MFS Access
Non-IRA Additional Investment Form
Complete this form if you would if you would like to purchase additional shares of your existing non-retirement account.
Request for Additional Information
Used to obtain, verify, and record information that identifies each person who opens an account as required by Federal law.
Substitute Form W-8BEN
For investors who are not citizens or residents of the United States.