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 phone
To update/add a Systematic Withdrawal Plan by phone, please call the appropriate number below and speak to a service representative.
Mutual Fund - 1-800-225-2606
IRA - 1-800-637-1255
529 - 1-888-529-0063
Updating/Adding a Systematic Withdrawal Plan by mail
To update/add a Systematic Withdrawal Plan by mail, complete the appropriate service form for your account type.
- Service Application (PDF)
Complete this form on your computer, print it, and mail it to us. - IRA Systematic Withdrawal Plan Form (PDF)
Initiate systematic withdrawals for an MFS Traditional, Rollover and ROTH IRA account trusteed by Heritage Trust Company. - 529 Savings Plan Systematic Withdrawal Plan Form (PDF)
Initiate systematic withdrawals for a 529 Savings Plan account
Send the completed form for mutual fund and IRA accounts to:
| For Regular mail MFS Service Center, Inc. PO 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 |