Get Redemption Authorization

This guide provides a clear and supportive approach to filling out the REDEMPTION AUTHORIZATION form online. By following the outlined steps, users can successfully complete each section of the form, ensuring all necessary information is accurately provided.

Follow the steps to fill out the REDEMPTION AUTHORIZATION form online.

1. Click the ‘Get Form’ button to access the REDEMPTION AUTHORIZATION form and open it in your preferred editor.
2. Begin with Part A, which is designated for the current account owner(s). Fill out Sections 1–5, providing all required account information, including account registration, address, and daytime phone number.
3. In Section 2, specify the transfer instructions by indicating the amount, the fund number, and account number of the shares you wish to transfer.
4. Proceed to Section 3 to select the reason for the transfer. Choose one from the provided options, ensuring you fill in any required dates as applicable.
5. Complete Section 4 if you are transferring only a portion of the account, or leave it blank if transferring all shares. Follow the instructions regarding cost basis and ensure to select the appropriate options.
6. In Section 5, all registered owners must sign and date the form. Ensure you also specify the capacity in which you are signing, if applicable. A Medallion Signature Guarantee must accompany this section.
7. Move to Part B, which is for the new account owner(s). Fill in Section 6 if transferring shares to an existing account, including the necessary fund number and account details.
8. New accounts require completion of Sections 7–11. Provide all details for the new account, including account registration and residential address.
9. Indicate your distribution option in Section 8. Choose how you wish to receive dividends and capital gains.
10. Complete Section 9 with dealer information and ensure it is filled out accurately, submitting the authorized signature where necessary.
11. If selling shares is desired, include details in Section 10 about how you wish the process to be executed following the transfer.
12. In Section 11, confirm the cost basis and select the appropriate method if it differs from the default established by MFS.
13. Finally, ensure all owners have signed Section 12, completing any required certifications, before submitting the form.
14. After completing the form, save changes, download the document for your records, or print it as necessary for submission.

Ready to begin? Click the ‘Get Form’ button now and complete your REDEMPTION AUTHORIZATION online.