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Forms & Applications - MFS Investment Management

Forms & Applications - MFS Investment Management 2026

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The document is a New Account Application for State Farm Funds, detailing the process for opening an investment account. It includes instructions for submitting the application, selecting account types (individual, joint, corporate, etc.), providing personal and financial information, and making initial investments. Additionally, it outlines requirements for legal entities, automatic investment plans, communication preferences, and compliance with regulations such as the USA PATRIOT Act. The document emphasizes the need for accurate identification and documentation to prevent financial crimes.

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Click ‘Get Form’ to open it in the editor.
Begin by selecting your account type from the options provided, such as Trust, C-Corporation, or Individual. Fill in the required details for that section.
Provide your personal information including name, Social Security number, and date of birth. Ensure all fields are completed accurately.
Enter your residential address and contact numbers. If you have a different mailing address, specify it in the designated section.
Select your desired fund and investment method. Specify the amount you wish to invest and any additional preferences for automatic investments.
Review all sections carefully before signing. Ensure that all required signatures are provided at the end of the form.

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Versions	Form popularity	Fillable & printable
2022	4.4 Satisfied (48 Votes)
2013	4.8 Satisfied (24 Votes)

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What is the full form of MFS Investment Management?

MFS Investment Management (MFS) is an American global investment manager that was formerly known as Massachusetts Financial Services. Founded in 1924, MFS is one of the oldest asset management companies in the world and has been credited with pioneering the mutual fund.

What is the purpose of MFS?

Our purpose is to create long-term value responsibly. In 1924, recognizing an inadequate financial system, we launched the first US open-end mutual fund to give everyday investors access to the markets.

Is it a good time to invest in MFS?

If you want to make a lumpsum investment in mutual funds in India then the timing will matter as the Net Asset Value (NAV) of the scheme on the day you invest your money can determine the number of units you get. However, if you want to invest through , then there is no particular time.

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