Contact your financial professional, visit franklintempleton or call us at (800) 527-2020.
You will not be charged a separate maintenance for any accounts with Fiduciary Trust International of the South (FTIOS), the custodian for retirement plans offered by Franklin Templeton, unless they are in a differing retirement plan type.
Complete the MFS SIMPLE IRA Application, available from your financial professional, mfs, or by calling MFS at 1-800-637-1255, to set up your own account.
Here's how to complete the form: Step 1: Provide Your Personal Information. Step 2: Specify Multiple Jobs or a Working Spouse. Multiple Jobs Worksheet. Step 3: Claim Dependents. Step 4: Make Additional Adjustments. Step 5: Sign and Date Your W-4.
For assistance with completing forms and documents, please contact your financial professional or Franklin Templeton Retirement Services at (800) 527-2020.