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Manage an Existing Account

Make changes to your existing MFS workplace retirement account, including adding services and changing the owner's name.

Designation of Beneficiary Form
Designate a beneficiary for an MFS IRA.

Dealer Change Authorization
Change dealer information on accounts.

MFS 403(b) Mutual Fund Custodial Agreement
For employer-sponsored plans only.

MFS 403(b) Mutual Fund Custodial Agreement
For salary-reduction plans only.

MFS IRA Plans Service Form
IRA Service Application includes reduced sales charges, dealer changes, dollar-cost averaging, invest by phone, bank account information and automatic investment.

MFS IRA Recharacterization Form
Recharacterize a contribution (or contributions) from one IRA type to another.

Return of Excess Contribution Authorization
Remove an excess contribution from an IRA account.

Roth IRA Conversion Form
Convert assets from an MFS or non-MFS Traditional IRA to an MFS ROTH IRA. Complete this form on your computer, print it, and mail it to us.

Employer Installment Distribution Authorization

IRA Transfer Form
Transfer funds into an existing MFS IRA (if new account needs to be established, see IRA Forms Kit, under Open a new account). Complete this form on your computer, print it, and mail it to us.

IRA and 403(b) Fee Agreement Terms

MFS 403(b) Designation of Beneficiary Form
Designate a beneficiary for an MFS 403(b).

MFS Group Investment Form
For plans trusteed by MFS Heritage Trust

MFS Name Change Authorization Form
Change the name of the account owner on an MFS IRA (e.g. name change due to marriage).

SIMPLE IRA Plan Service Form
Add the telephone withdrawal privilege or eDelivery to your existing Simple IRA