Financial Advisor / United States Investor / United States Other MFS Sites
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Sell Shares or Close an Account

Transfer ownership, redeem shares or close an existing MFS workplace retirement account.

403(b) Custodial Account Installment Distribution Authorization
(tax notice included)

403(b) Custodial Account QDRO Transfer Authorization
For Salary Reduction Plans

403(b) Custodial Account Distribution Authorization
Request a distribution from an MFS 403(b) account.

403(b) Distribution Authorization of Substantially Equal Payments
Establish a substantially equal payment agreement on a 403(b) account.

403(b) Installment Distribution Authorization
Establish systematic withdrawals from a 403(b) account.

403(b) Transfer Out Form - Salary Deferral Only
Initiate a transfer or exchange from a 403(b) (salary deferral only) Plan to a 403(b) plan at another financial institution.

Distribution of Substantially Equal Payments
Establish a substantially equal payment (72t) agreement on an IRA account.

IRA Distribution Authorization Form
Request a distribution from Traditional, Rollover, Roth, SEP, SARSEP, and SIMPLE IRA account.

IRA Minimum Distribution Authorization Form
For IRAs trusteed by MFS Heritage Trust Company

IRA Withholding Election Form
Use this form to elect withholding for future systematic distributions

Employer 403(b) Plan Distribution Authorization Form

Employer 403(b) Plan Installment Distribution Authorization Form

Employer 403(b) Plan QDRO Authorization
For Distributions pursuant to a Qualified Domestic Relations Order MFS Heritage Trust Company as Custodian

Employer Distribution Authorization (Total & Partial)
From Qualified Plan Participant Accounts Trusteed by MFS Heritage Trust Company

Employer QDRO Authorization
For Distributions pursuant to a Qualified Domestic Relations Order from Individual Accounts Trusteed by MFS Heritage Trust Company as Custodian

IRA Systematic Withdrawal Plan Form
Initiate systematic withdrawals for an MFS Traditional, Rollover and ROTH IRA account trusteed by Heritage Trust Company.

IRA and 403(b) Fee Agreement Terms

Retirement Plan Redemption Authorization Form
NOT for use with accounts currently trusteed by MFS Heritage Trust Company

Retirement Plan Redemption Authorization Form For Rollover Request to an MFS IRA
NOT for use with any retirement accounts currently trusteed by MFS Heritage Trust Company