Get Mfp 529 Savings Plan Application

This guide provides comprehensive instructions for users looking to complete the MFS 529 Savings Plan Application online. By following these clear steps, you will ensure that all necessary information is accurately submitted for establishing an MFS 529 Savings Plan account.

Follow the steps to successfully complete your application online:

1. Click the ‘Get Form’ button to access the MFS 529 Savings Plan Application. You can download the form and open it in the appropriate online editing tool.
2. Begin by filling out the Account Owner section. Select the ownership type: Individual, UGMA/UTMA, or Other (corporation, trust, or scholarship). Provide all required details such as name, Social Security number, and date of birth.
3. Next, provide the residential and mailing address of the Account Owner. Ensure that the address is complete and accurate as it is critical for correspondence and account-related notifications.
4. In the Designated Beneficiary section, enter the information of the individual benefiting from the account. This includes their name, Social Security number, and date of birth.
5. If applicable, fill in the Contingent Beneficiary or Successor Account Owner details. This is important for estate planning purposes.
6. Specify the source of funding. If funding comes from a rollover, complete the relevant sections to ensure accurate transfer of funds.
7. Indicate your investment choice, whether it's an Age-Based Investment Option or an Individual Investment Fund Option. Provide all corresponding information such as fund numbers and percentages.
8. If applicable, complete the Automatic Investment Program section with your bank account details to facilitate regular contributions.
9. Review the Annual Maintenance Fee section and indicate if you wish to prepay this fee, if applicable.
10. Finally, acknowledge and provide your signature, verifying that all information is correct. Once completed, save the document, and if required, download or print the application for your records.

Complete your MFS 529 Savings Plan Application online today to secure your future education savings.