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Open a New Account

Everything you need to open a new MFS workplace retirement account.

Investment Instructions to Establish a New IRA Account(s) in a Different Class of Shares
Completing this form will create a new account within your existing MFS IRA Trust invested in a share class that differs from what was elected on your original IRA Application. This form cannot be used to move funds between share classes.

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 403b Mutual Fund Application
Use this application to open your account in an MFS 403(b) Mutual Fund Salary Reduction Only plan. Document includes account application and custodial agreement. Before opening a new account, employer must have completed an MFS Information Sharing Agreement (ISA).

MFS SEP Plan Employer forms kit
Employer resource guide for an employer to open an MFS SEP plan.

MFS SEP/SARSEP IRA Forms kit
Everything you need to open a SEP/SARSEP account with MFS; transfer your account(s) to a SEP/SARSEP IRA at MFS.

SIMPLE IRA Employee Resource Guide
Everything you need to open an MFS SIMPLE IRA

Contribution Direct Enrollment Form
For employers to enroll in Contribution Direct, which allows for ACH contributions to be made via the Internet.

Disclosure Statements and Trust Agreements
IRA Disclosure Statements and Trust Agreements to accompany the SEP/SARSEP IRA Forms Kit.

MFS 403(b) Information Sharing Agreement for Employer Sponsored Plans.
This document must be completed and signed by the employer/plan sponsor before any new accounts can be opened for a participant. Only one agreement per plan is needed.

MFS 403(b) Information Sharing Agreement for Salary Reduction Plans
This document must be completed and signed by the employer/plan sponsor before any new accounts can be opened for a participant. Only one agreement per plan is needed.

MFS SARSEP Plan Employer forms kit
Employer resource guide for an employer to transfer a SARSEP plan to MFS.

MFS Simple IRA Plan Employer Resource Guide
Everything you need to start your company's plan