Get Mfs Contribution Direct

Filling out the Mfs Contribution Direct form online is a straightforward process designed to streamline your investment plan contributions. This guide provides step-by-step instructions to ensure that your form is completed accurately and efficiently.

Follow the steps to complete the Mfs Contribution Direct form online.

1. Press the ‘Get Form’ button to obtain the Mfs Contribution Direct Enrollment/Change Form, and open it in your editor.
2. Select whether you want to establish a new Plan or Group or make changes to an existing one by checking the appropriate box at the top of the form.
3. Provide the Plan or Group information as requested. Clearly write the Plan Name and Plan ID Number, if applicable. If you are enrolling a new retirement plan or group, ensure you attach applications for all new participating accounts and/or employees.
4. Fill in the Plan Administrator section with the first name, middle initial, last name, email address (where you will receive the Operator ID and password), daytime phone number, and an alternate email address.
5. If applicable, indicate whether you currently administer another plan using Mfs Contribution Direct by answering the question and providing the necessary Plan ID Number and Operator ID.
6. Choose the type of funding by selecting either 'Check' or 'Automatic draft.' If selecting Check, note the instructions provided regarding payment. If choosing Automatic draft, attach a voided check and provide the required bank account registration details: bank name, phone number, street address, city, state, zip code, ABA routing number, and bank account number.
7. Sign and date the Authorization section, confirming you are the authorized signer of the bank account and that you authorize all bank drafts initiated through the Mfs Contribution Direct website.
8. Once your form is completed, you can save your changes, then choose to download, print, or share the completed form as needed.

Get started by completing the Mfs Contribution Direct form online today!