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Update/Add Systematic Withdrawal


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

Systematic Withdrawal Plans allow you to automatically withdraw money from your investment at regular intervals.

Updating/Adding a Systematic Withdrawal Plan by phoneTo update/add a Systematic Withdrawal Plan by phone, please call 1-800-225-2606 and speak to a service representative.

Updating/Adding a Systematic Withdrawal Plan by mailTo update/add a Systematic Withdrawal Plan by mail, complete the appropriate service form for your account type.

Send the completed form to:

For Regular mail
MFS Service Center, Inc.
P.O. Box 55824
Boston, MA 02205-5824
For Overnight mail
MFS Service Center, Inc.
c/o Boston Financial Data Services
30 Dan Road
Canton, MA 02021-2809