Update Account Name
Notifying MFS of a name change ensures that account statements, tax forms, and checks are issued with the correct shareholder name.
Updating name on account by mail
To update the name on your account by mail, complete the appropriate form for your account type.
- MFS Name Change Authorization Form (PDF)
Change the owner's legal name on a mutual fund account. - 529 Savings Plan Change Form (PDF)
Make changes to an existing 529 Savings Plan account. - Coverdell Education Savings (CESA) Change Form (PDF)
Make changes to an existing Coverdell Education Savings account.
Send the completed form for mutual fund and IRA accounts to:
| For Regular mail MFS Service Center, Inc. P.O. Box 219341 Kansas City, MO 64121-9341 |
For Overnight mail MFS Service Center, Inc. Suite 219341 801 Pennsylvania Ave Kansas City, MO 64105-1307 |
Send the completed form for 529 accounts to:
| For Regular mail MFS 529 Savings Plan PO Box 534454 Pittsburgh, PA 15253-4454 |
For Overnight mail MFS 529 Savings Plan Attention: 534454 500 Ross Street, 154-0520 Pittsburgh, PA 15262 |