Sell Shares or Close an Account
Redeem shares, transfer ownership or close an existing MFS mutual fund account.
Certification of Disability
Redeem shares or exchange shares due to disability.
Redemption Authorization Form
Redeem shares from a mutual fund account.
Transfer shares to an account with a different owner. Complete this form on your computer, print it, and mail it to us.
Redeem shares and/or transfer shares to an account with a different owner. Complete this form on your computer, print it, and mail it to us.
Specific Lot Identification Form
Use this form if you have selected Specific Lot Identification as the cost basis method on your account and you are requesting a disposition of shares (i.e. withdrawal, exchange, transfer). This form must be submitted along with the transaction request (i.e. Redemption Authorizations Form, Transfer Authorization Form, etc.).