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Update an Account

 

Update Address
Keeping your address up-to-date ensures that you receive fund documents and account statements in a timely manner.

Sign Up for eDelivery
MFS offers you the convenience and flexibility of signing up for eDelivery on your account 24 hours a day, 7 days a week, online via MFS Access.

Update Account Name
Notifying MFS of a name change ensures that account statements, tax forms, and checks are issued with the correct shareholder name.

Update/Add Automatic Investment
Automatic investing is a disciplined way to add to your account. MFS' plan offers a simple way to make regular investments of any amount through automatic withdrawals from your checking or savings accounts.

Update/Add Systematic Withdrawal
MFS offers you the convenience and flexibility to update/add a systematic withdrawal plan on your account.

Update/Add Check Writing
Check writing is available for many MFS bond and money market mutual funds.

Add Rights of Accumulation (ROA) or Letter of Intent (LOI)
Information on Letter of Intent (LOI) and Rights of Accumulation (ROA) account options.

Update Beneficiary
To ensure that your beneficiary information is accurate/up-to-date, it is important to notify MFS of any updates to your beneficiary information.

Transfer on Death
An account registration available to persons owning shares in a single name, Joint Tenants with Right of Survivorship (JTWROS), and Tenants by Entireties (TEN BY ENT), who want the names of one or more persons listed as beneficiaries in the account registration.