MFS® 529 Savings Plan Forms and Important Legal Information

These forms and documents pertain to the MFS 529 Savings Plan (for information, please click here).

Monthly Investment Performance

Investment Performance

Review the MFS® 529 Savings Plan’s investment performance data.

Forms

Application

With your financial advisor, use this form to open an individual or UGMA/UTMA MFS® 529 account for yourself or a Designated Beneficiary.

Distribution Authorization for withdrawals and rollovers

Fill out this form to make a full or partial withdrawal from your MFS® 529 account or to rollover from your MFS 529 account to a Roth IRA.

Account Maintenance

Use this form to update or add account privileges to an MFS® 529 account.

Additional Investment Form

Complete this form to add money to one or more funds.

Name Change Authorization

Use this form to update a name and address for an account holder or minor listed on the account.

Plan Change

Use this form to change a Designated Beneficiary, Account Owner, or Successor Account Owner.

Incoming Rollover

Complete this form to request a rollover to an MFS® 529 Savings Plan.

Systematic Withdrawal Plan

Use this form to make automatic withdrawals on a specific interval.

Dealer Change Authorization Form

Use this form to change broker/dealer information on your MFS 529 Savings Plan account(s).

Disclosure

Participant Agreement and Disclosure Statement

The MFS® 529 Savings Plan is a flexible investing plan for education savings sponsored by the state of Oregon, acting by and through the Oregon 529 Savings Board, and is part of the Oregon 529 Savings Network. Vestwell State Savings, LLC is the Program Manager.