This document must be completed and signed by the employer sponsor/plan before opening new accounts for a participant. Only one agreement is required per plan. Use this app to open your account in an MFS 403 (b) Mutual Fund Salary Reduction Only Plan. The document contains the account request and the deposit agreement. Before opening a new account, the employer must have entered into an MFS information exchange agreement (ISA). This document contains the unsuscluded provisions of the defined contribution prototype plan of the MFD and should be used in conjunction with the corresponding acceptance agreement for sponsors of existing plans that have adopted the MFS plan. The mfD Defined Contribution Plan cannot be adopted by new plans. Distribution of essentially identical payments Establish a substantially identical payment agreement (72t) on an IRA account. MFS Coverdell Education Savings Account Disclosure Statement and IRA Confidence Agreement Withdrawal Voting Form Use this form to select The Deduction for Future Systematic Distributions.
Roth IRA Conversion Form Convert assets from an MFS or non-MFS Traditional IRA to MFS ROTH IRA. Fill out this form on your computer, print it out and send it to us. . . . Employer Distribution Authorization (Total – Partial) For employer plans sponsored by MFS (profit sharing, Money Purchase Pension, 401 (k)), use this form to request one-time payments. . Certify a plan administrator for plans used by mfS Heritage Trust Company as agents.
. The terms of the IRA`s pricing agreement and 403 (b) allow the account holder to pay a fee directly to his or her advisor. MFS 529 Additional Investment Form Complete this form if you want to purchase additional shares from your existing 529 Plan account. . Name of beneficiary form Entitled a recipient of an IRA MFS . . . . Disclosure Statements and IRA Trust Agreements Disclosure Statements and Trust Agreements to Accompany the IRA Forms Kit.
. . . Transfer ownership, take shares or include an existing mutial fund account. Change your existing MFS account for investment funds, including adding services, changing the owner`s name and verification authorizations. . . . 403 (b) Allow the management of the distribution of the account requesting distribution from an MFS 403 account (b). .
. . The forms and apps found here contain everything you need to open a new 403 (b) account, change an existing account, sell shares or close an account.