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MFS Investment Management
Account Application
Do not use for MFS-sponsored IRAs or for other MFS-sponsored retirement plans
Lit No: MFSP-ACCT-APP
Revised: 07/01/2017
Form ID: 280
Publish: 09/25/2017
Details
MFS Investment Management
Service Application
Add services to your existing account. DO NOT USE FOR MFS-SPONSORED IRAs OR FOR OTHER MFS-SPONSORED RETIREMENT PLANS
Lit No: MFSC-SERV-APP
Revised: 02/01/2017
Form ID: 2674
Publish: 03/07/2017
Details
MFS Investment Management
Transfer On Death Agreement
Guidelines and applications
Lit No: SC-TOD
Revised: 11/01/2016
Form ID: 5559
Publish: 02/22/2017
Details
MFS Investment Management
Certificate of Incumbency
Certification of Plan Administrator for Plans, Using MFS Heritage Trust Company as Trustee
Lit No: SC-COI
Revised: 09/01/2016
Form ID: 5563
Publish: 03/07/2017
Details
MFS Investment Management
Dealer Change Authorization
To change Broker/Dealer information on your MFS account(s).
Lit No: SC-DCA
Revised: 05/01/2017
Form ID: 5564
Publish: 09/12/2017
Details
MFS Investment Management
Check Writing Application for Corporations
Not for use on any retirement accounts trusteed my MFS Heritage Trust Company.
Lit No: SC-CWR-CORP
Revised: 05/01/2017
Form ID: 5566
Publish: 09/12/2017
Details
MFS Investment Management
Check Writing Application
For Estates, Conservatorships, or Guardianships. Not for use on nay retirement accounts trusteed by MFS Heritage Trust Company.
Lit No: SC-CWR-ESTATES
Revised: 05/01/2017
Form ID: 5567
Publish: 09/12/2017
Details
MFS Investment Management
Check Writing Application for Trusts
NOT for use on any retirement accounts trusteed by MFS Heritage Trust Company.
Lit No: SC-CWR-TRUST
Revised: 05/01/2017
Form ID: 5568
Publish: 09/12/2017
Details
MFS Investment Management
Evidence of Authority of Assigning Officers
For Corporations and Unincorporated Associations.
Lit No: SC-EAO
Revised: 09/01/2015
Form ID: 5570
Publish: 04/22/2016
Details
MFS Investment Management
Redemption Authorization
Do not use for MFS-sponsored IRAs or for other MFS-sponsored retirement plans.
Lit No: MFS-RED-FORM
Revised: 03/01/2017
Form ID: 5573
Publish: 04/21/2017
Details
MFS Investment Management
Certification of Disability
NOT for use on any retirement accounts trusteed by MFS Heritage Trust Company.
Lit No: SC-DISABILITY
Revised: 05/01/2015
Form ID: 5574
Publish: 04/22/2016
Details
MFS Investment Management
Transfer Authorization
Use this form to authorize a transfer and identify the account from which the shares will be transfered
Lit No: MFS-TRANAUT-APP
Revised: 05/01/2017
Form ID: 5575
Publish: 09/25/2017
Details
MFS Investment Management
IRA Beneficiary Change
Lit No: RSD28
Revised: 11/01/2016
Form ID: 5576
Publish: 02/22/2017
Details
MFS Investment Management
IRA Recharacterization
For IRA's trusteed by MFS Heritage Trust Company.
Lit No: RSD 35
Revised: 05/01/2017
Form ID: 5579
Publish: 09/12/2017
Details
MFS Investment Management
IRA Return of Excess Contribution Authorization
Lit No: IRA-ROE
Revised: 09/01/2015
Form ID: 5580
Publish: 04/28/2016
Details
MFS Investment Management
IRA Systematic Withdrawal Plan Application
Do not use this form to establish required minimum distribution payments by MFS.
Lit No: RSD20
Revised: 01/01/2017
Form ID: 5583
Publish: 02/22/2017
Details
MFS Investment Management
IRA Distribution of Substantially Equal Payments
IRA Distribution of Substantially Equal Payments RSD-04
Lit No: RSD-04
Revised: 11/01/2015
Form ID: 5584
Publish: 04/26/2016
Details
MFS Investment Management
MFS SEP Plan
Employer Resource Guide SEP/IRA
Lit No: IRAR-SEPRES-GDE
Revised: 08/01/2013
Form ID: 5588
Publish: 11/22/2013
Details
MFS Investment Management
Savings Plan Application
Lit No: 529-MFSP-APP
Revised: 09/01/2017
Form ID: 5595
Publish: 04/06/2018
Details
MFS Investment Management
MFS 529 Savings Plan Participant Agreement
and Disclosure Statement
Lit No: 529-MFSP-PD
Revised: 01/01/2018
Form ID: 5598
Publish: 03/06/2018
Details
MFS Investment Management
529 Savings Plan Rollover
Complete this form to request a follover from your current 529 program manager to an existing MFS 529 Savings Plan.
Lit No: 529-ROLLOVR
Revised: 07/01/2016
Form ID: 5599
Publish: 02/22/2017
Details
MFS Investment Management
Coverdell ESA Change
To make changes to an existing Education IRA account
Lit No: RSD-36
Revised: 09/01/2015
Form ID: 5601
Publish: 03/01/2017
Details
MFS Investment Management
529 Savings Plan Contribution/Rollover
Use only for existing MFS 529 Savings Plan
Lit No: 529-CONROLL
Revised: 07/01/2016
Form ID: 5603
Publish: 02/22/2017
Details
MFS Investment Management
529 Savings Plan Distribution Authorization
For The MFS 529 Savings Plan
Lit No: 529-MFSP-DIST-FORM
Revised: 10/01/2017
Form ID: 5819
Publish: 12/08/2017
Details
MFS Investment Management
529 Savings Plan Change
Lit No: 529-CHANGE-FORM
Revised: 01/01/2018
Form ID: 5820
Publish: 03/15/2018
Details
MFS Investment Management
Contribution Direct
Lit No: MFSP-CD-FORM
Revised: 12/01/2017
Form ID: 8419
Publish: 03/06/2018
Details
MFS Investment Management
Traditional IRA & Roth IRA Kit
Everything you need: Open a traditional/Roth IRA Transfer your account(s) to an IRA directly rollover your retirement plan distribution Convert your traditional IRA to a Roth IRA.
Lit No: IRAE-APP-APP
Revised: 09/01/2017
Form ID: 9218
Publish: 02/20/2018
Details
MFS Investment Management
MFS SARSEP Plan Employer Forms Kit
Lit No: IRAR-SARSEP-FORM-12/08
Revised: 11/01/2015
Form ID: 9219
Publish: 03/15/2018
Details
MFS Investment Management
403(b) Mutual Fund Application
MFS Heritage Trust Company, Custodian
Lit No: MPSP-403(B)-APP
Revised: 10/01/2017
Form ID: 16185
Publish: 12/06/2017
Details
MFS Investment Management
529 Savings Plan Service
Update or add account privileges.
Lit No: 529-SERVICE-FORM
Revised: 03/01/2017
Form ID: 16189
Publish: 06/28/2017
Details
MFS Investment Management
Your Rollover Options
For Salary Reduction Plans
Lit No: RSD-11
Revised: 12/01/2017
Form ID: 16199
Publish: 03/06/2018
Details
MFS Investment Management
403(b) Custodial Account Distribution
Authorization of Substantially Equal Payments for Salary Reduction Plans Only
Lit No: RSD-33
Revised: 11/01/2016
Form ID: 16202
Publish: 02/22/2017
Details
MFS Investment Management
403(b) Custodial Account Installment Distribution
For Salary Reduction Plans
Lit No: RSD-21
Revised: 01/01/2018
Form ID: 16203
Publish: 03/15/2018
Details
MFS Investment Management
CESA Disclosure Statement and Trust Agreement
Coverdell Education Savings Account
Lit No: MFSP-ESA-AG
Revised: 09/01/2012
Form ID: 30998
Publish: 05/05/2015
Details
MFS Investment Management
Cost Basis Reporting Selection/Change
Lit No: SC-CB
Revised: 12/01/2014
Form ID: 30999
Publish: 05/05/2015
Details
MFS Investment Management
Cost Basis Information Reporting
Lit No: MFSC-COSTBAS-BRT
Revised: 12/01/2017
Form ID: 31000
Publish: 03/06/2018
Details
MFS Investment Management
529 Additional Investment
Lit No: SC-529AIF
Revised: 05/01/2017
Form ID: 31002
Publish: 09/21/2017
Details
MFS Investment Management
90 Day Reinstatement
Lit No: SC-90BB
Revised: 03/01/2017
Form ID: 31004
Publish: 04/21/2017
Details
MFS Investment Management
403(b) Custododial Account Beneficiary Change
Lit No: RSD-45
Revised: 08/01/2017
Form ID: 31172
Publish: 09/12/2017
Details
MFS Investment Management
IRA Distribution Authorization App - Spouse
and Beneficiaries
Lit No: RSD02
Revised: 01/01/2018
Form ID: 31173
Publish: 03/15/2018
Details
MFS Investment Management
IRA Witholding Election
For IRAs Trusteed by MFS Heritage Trust Company
Lit No: RSD-38
Revised: 09/01/2015
Form ID: 31174
Publish: 04/13/2016
Details
MFS Investment Management
Retirement Plan Redemption Auth Rollover
Fiduciary not appointed or qualified by court
Lit No: SC-RPROLL
Revised: 09/01/2016
Form ID: 31175
Publish: 02/22/2017
Details
MFS Investment Management
Employer 403(b) Plan Installment Distribution
Authorization
Lit No: RSD25
Revised: 03/01/2018
Form ID: 31176
Publish: 03/06/2018
Details
MFS Investment Management
Traditional/Roth IRA Account Additional Investment
Lit No: SC-IRAAIF
Revised: 10/01/2017
Form ID: 31177
Publish: 12/04/2017
Details
MFS Investment Management
SEP/SARSEP IRA Kit
Everything you need to open a SEP/SARSEP account transfer your account(s) to a SEP/SARSEP at MFS directly rollover your 403b or other qualified plan to a SEP/SARSEP at MFS.
Lit No: IRAE-SEPSRSP-APP
Revised: 12/01/2016
Form ID: 31178
Publish: 02/22/2017
Details
MFS Investment Management
Roth IRA Conversion
Lit No: IRAE-ROTHCON-APP
Revised: 09/01/2017
Form ID: 31180
Publish: 12/04/2017
Details
MFS Investment Management
Retirement Plan Redemption Authorization
Lit No: SC-RPRA-FORM
Revised: 12/01/2016
Form ID: 31181
Publish: 03/07/2017
Details
MFS Investment Management
Employer 403b Plan QDRO Authorization
(the "Plan")
Lit No: RSD-26
Revised: 03/01/2016
Form ID: 31182
Publish: 04/22/2016
Details
MFS Investment Management
529 Savings Plan Systematic Withdrawal Plan
Lit No: 529-SWP
Revised: 04/01/2017
Form ID: 31183
Publish: 09/22/2017
Details
MFS Investment Management
IRA Plans Service
Lit No: IRAE-SERVICE-APP
Revised: 02/01/2017
Form ID: 31184
Publish: 03/07/2017
Details
MFS Investment Management
403(b) Transfer Out
Must be completed for all Exchange and Transfer requests leavings MFS.
Lit No: 403B-TOAOUT810
Revised: 09/01/2016
Form ID: 31185
Publish: 02/22/2017
Details
MFS Investment Management
Check Writing Application for Unincorporated
Unincorporated Organizations, Partnerships and Sole Proprietorships
Lit No: SC-CWR-UNINC
Revised: 05/01/2017
Form ID: 31186
Publish: 09/12/2017
Details
MFS Investment Management
Employer Distribution Authorization
From Qualified Plan Participant Accounts
Lit No: RSD15
Revised: 01/01/2017
Form ID: 31187
Publish: 02/22/2017
Details
MFS Investment Management
Investment Instructions
To Establish A New IRA Account(s) in a Different Class of Shares
Lit No: IRA-NCOS
Revised: 02/01/2014
Form ID: 31188
Publish: 05/05/2015
Details
MFS Investment Management
403b Custodial Account QDRO Transfer Authorization
For Salary Reduction Plans
Lit No: RSD-30
Revised: 06/01/2012
Form ID: 31189
Publish: 04/12/2016
Details
MFS Investment Management
Non-Retirement Account Additional Investment
Lit No: SC-AIF
Revised: 10/01/2017
Form ID: 31190
Publish: 12/04/2017
Details
MFS Investment Management
Name Change Authorization
Lit No: SC-NCA
Revised: 12/01/2017
Form ID: 31192
Publish: 03/06/2018
Details
MFS Investment Management
SIMPLE IRA Plan-Employer Resource Guide
Application, Transfer, 5305, SIMPLE IRA Disclosure Statement, Family of Funds
Lit No: IRAR-SIMPLE-GDE
Revised: 12/01/2017
Form ID: 31193
Publish: 03/06/2018
Details
MFS Investment Management
Employer 403(b) Plan Distribution Authorization
(the "PLAN")
Lit No: RSD23
Revised: 01/01/2018
Form ID: 31195
Publish: 03/06/2018
Details
MFS Investment Management
IRA Request for Change of Distribution Option
For accounts subject to required minimum distribution)
Lit No: RSD-05
Revised: 09/01/2017
Form ID: 31196
Publish: 12/04/2017
Details
MFS Investment Management
IRA Required Minimum Distributin Authorization
For IRAs Trusteed by MFS
Lit No: RSD06
Revised: 09/01/2016
Form ID: 31197
Publish: 02/22/2017
Details
MFS Investment Management
Non-Spouse Beneficial IRA
Forms Kit-for use in establishing IRA distribution accounts for beneficiaries of decreased IRA owners or qualified plan participants.
Lit No: IRAE-BENE-APP
Revised: 08/01/2017
Form ID: 31198
Publish: 09/25/2017
Details
MFS Investment Management
Employer QDRO Authorization
For Distributions pursuant to qualified domestic relations order from individual accounts trusteed by MFS.
Lit No: RSD-17
Revised: 11/01/2015
Form ID: 31199
Publish: 04/22/2016
Details
MFS Investment Management
Request for Additional Information
Proceedures for opening a new account.
Lit No: SH-AML-FORM-6/12
Revised: 05/01/2015
Form ID: 31201
Publish: 04/26/2016
Details
MFS Investment Management
IRA Transfer
Lit No: IRAE-TRANFOR-APP-6/10
Revised: 06/01/2010
Form ID: 31202
Publish: 04/13/2016
Details
MFS Investment Management
Specific Lot Identification Selection (SLID)
Lit No: SC-SLID
Revised: 12/01/2015
Form ID: 31203
Publish: 04/21/2016
Details
MFS Investment Management
403(b) Mutual Fund Custodial Account
(Salary Reduction Information Sharing Agreement)
Lit No: 131441
Revised: 04/01/2016
Form ID: 31204
Publish: 04/12/2016
Details
MFS Investment Management
Employer Installment Distribution Authorization
Qualified Plan Participant Accounts Trusteed by MFS Heritage Trust Company.
Lit No: RSD-14
Revised: 09/01/2015
Form ID: 31205
Publish: 04/21/2016
Details
MFS Investment Management
IRA, Roth, Rollover Disclosure and Agreements
Lit No: IRAE-PD-BKL
Revised: 03/01/2015
Form ID: 34493
Publish: 03/16/2016
Details
MFS Investment Management
SIMPLE IRA Plan
Lit No: IRAE-SIMPLE-APP
Revised: 08/01/2017
Form ID: 34494
Publish: 09/25/2017
Details
MFS Investment Management
Redemption Authorization After Transfer Ownership
Lit No: MFS-REDTRAN-APP
Revised: 05/01/2017
Form ID: 34495
Publish: 09/25/2017
Details
MFS Investment Management
SIMPLE IRA Plan Service
To add Telephone Withdrawal or eDelivery to existing Simple IRA
Lit No: SPSF
Revised: 01/01/2018
Form ID: 34496
Publish: 03/06/2018
Details
MFS Investment Management
Fax Exchange
Fax form
Lit No: SC-FAX
Revised: 08/01/2016
Form ID: 41080
Publish: 02/22/2017
Details
MFS Investment Management
Coverdell ESA Distribution Authorization
Lit No: ED01
Revised: 01/01/2018
Form ID: 41081
Publish: 03/15/2018
Details
MFS Investment Management
403(b) Custodial Account Distribution - Spouse
for Spouse Beneficiaries
Lit No: RSD-12
Revised: 11/01/2016
Form ID: 48087
Publish: 03/15/2018
Details
MFS Investment Management
403(b) Custodial Account Distribution - Non Spouse
for Non - Spouse Beneficiaries
Lit No: RSD13-REV
Revised: 01/01/2018
Form ID: 48088
Publish: 03/06/2018
Details
MFS Investment Management
IRA Distribution Authorization for NON-Spouse Bene
Beneficiaries
Lit No: RSD-03
Revised: 01/01/2018
Form ID: 48108
Publish: 03/06/2018
Details
MFS Investment Management
Shareholder Services
Lit No: MFSC-MFSTALK-SJ
Revised: 07/01/2012
Form ID: 48109
Publish: 04/22/2016
Details
MFS Investment Management
529 Savings Plan Addendum No. 1
Lit No: 529-EXPENSE-INS
Revised: 06/01/2017
Form ID: 48110
Publish: 09/12/2017
Details
MFS Investment Management
403(b) Information Sharing Agreement
Lit No:
Revised: 04/01/2016
Form ID: 48111
Publish: 04/19/2016
Details
MFS Investment Management
Certificate of Incumbency
(Fiduciary not Appointed or Qualified by a court)
Lit No: SC-COI
Revised: 09/01/2016
Form ID: 48117
Publish: 02/22/2017
Details
MFS Investment Management
IRA Distribution Authorization
Lit No: MFS-IRA-RED-APP
Revised: 08/01/2017
Form ID: 54321
Publish: 09/25/2017
Details
MFS Investment Management
Accountholder/Shareholder Instructions
Lit No: RSD10
Revised: 04/01/2017
Form ID: 58573
Publish: 09/12/2017
Details
MFS Investment Management
529 College Savings Plan Application
Lit No: 529-FNDLIST-SUP
Revised: 07/01/2016
Form ID: 60008
Publish: 12/18/2017
Details
MFS Investment Management
IRA Transfer Authorization Due to Divorce
Lit No: IRA-TADIV-FORM-2/18
Revised: 02/01/2018
Form ID: 61034
Publish: 03/14/2018
Details

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