Forms and applications needed to open a new mutual fund account, make changes to an existing account, sell shares or close an account.
Forms & Applications
Forms and applications needed to open a new IRA account, make changes to an existing account, or close an account.
Establish a new workplace retirement account, make changes to an existing account, sell shares or close an account.
Establish a new MFS 529 Savings Plan account, make changes to an existing account, sell shares or close an account.
MFS introduces an easier, improved 529 Savings Plan for you and your clients beginning May 23, 2022. For information or assistance, please call your MFS Wholesaler or the 529 Plan’s Service Team at 888-529-0063.