Update Beneficiary

Updating/Adding a Beneficiary by mail

To update/add a Beneficiary by mail, complete the appropriate form for your account type.

Transfer on Death Agreement Registration Form (PDF)
Designate a beneficiary for an individual, Joint Tenants with Rights of Survivorship, or Tenants by Entireties account.
Designation of Beneficiary Form (PDF)
Designate a beneficiary for an MFS IRA.
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.
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

IF THIS IS INCORRECT PLEASE SELECT ANOTHER ROLE