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
Information regarding cost basis reporting and the cost basis methods available for your account.
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