Open a New Account
The forms and applications found here contain everything needed to open a new MFS mutual fund account.
Open a New Mutual Fund Account
Complete this form on your computer, print it, and mail it to us.
Transfer on Death Agreement Registration Form
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.
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