For more information, see the SEC`s website privacy and security policy. Thank you for your interest in the U.S. Securities and Exchange Commission. Complete this form to exercise your unique 90-day reintegration privilege. Complete this form to provide up-to-date cost-based information for your account(s). Change dealer authorization Change the merchant`s account information. ERI Source Deduction Election Form Use this form to choose withholding tax for future systematic distributions. MFS 529 Additional Investment Form Complete this form if you wish to purchase additional shares from your existing 529 Plan account. Complete this form to select or change a basic cost method to apply to your accounts, or make changes online using MFS Access. By using this website, you consent to security monitoring and auditing. For security reasons and to ensure that the public service remains accessible to users, this government computer system uses network traffic monitoring programs to identify unauthorized attempts, upload or modify information, or otherwise cause damage, including attempts to deny service to users.
Change the legal name of the owner of a mutual fund account. Spouses elect on a jointly filed Form 1040 or 1040-SR by dividing all items of income, profit, loss, deduction and credit between them based on each spouse`s particular interest in the joint venture, and each spouse filing a separate Schedule C (Form 1040 or 1040-SR) with Form 1040 or 1040-SR. Profit or loss from business activities (sole proprietorship) or Schedule F (Form 1040 or 1040-SR), gain from farm losses and, if otherwise required, a separate Schedule SE (Form 1040 or 1040-SR), self-employed tax. For example, to hold the 2014 election, file your Form 1040 or 1040-SR for 2014 together with the required deadlines (see below). The partnership ends at the end of the taxation year immediately preceding the year in which the election takes effect. For information on how to report the business for the taxation year preceding the election, see Publication 541 on partnerships and separations. Only businesses owned and operated by spouses as co-owners (and not on behalf of a Crown legal entity) are eligible for election. See Rev. Proc. 2002-69, 2002-2 C.B.
831, for special rules for state legal persons for married couples in states of community ownership. Accredit the interim trustee(s) of a trust or pension plan. Fill out this form on your computer, print it and send it to us. Fill out this form on your computer, print it and send it to us. The forms and apps found here include everything you need to open a new 403(b) account, make changes to an existing account, sell stock, or close an account. Note that this policy may change as the SEC maintains SEC.gov to ensure that the site works efficiently and remains available to all users. Complete this application to open a new account for a corporation. Roth IRA Conversion Form Convert assets from a traditional MFS or non-MFS IRA to MFS ROTH IRA. Fill out this form on your computer, print it and send it to us. Use this form to provide or update control or beneficial ownership information for a legal entity account. Many of our PDF forms and applications can be completed online. Just click in the text box you want to fill in and enter the information.
When you`re done, print the form. To save the PDF, you need the full version of Adobe Acrobat. If you already have the full version, just click the Save icon on the toolbar. Please report your traffic by updating your user agent to include company-specific information. MFS 403(b) Information Exchange Agreement for Employer-Sponsored Plans This document must be completed and signed by the employer or plan sponsor before new accounts can be opened for a member. Only one agreement is required per plan. Unauthorized attempts to upload information and/or alter information to any portion of this website are strictly prohibited and liable to prosecution under the Computer Fraud and Abuse Act of 1986 and the National Information Infrastructure Protection Act of 1996 (see 18 U.S.C. §§ 1001 and 1030). Request Additional Information Used to obtain, verify, and record personally identifiable information for anyone who opens an account, as required by federal law. Use this form to fax a request to exchange units of one investment fund for shares of another investment fund.
Employer Distribution Authorization (Full and Partial) For MFS-sponsored employer plans (defined contribution pension and 401(k)), use this form to request one-time distributions. Change the registration of a mutual fund account with a specific beneficiary (TOD registration). For investors who wish to designate a natural or legal person who automatically owns the account after the death of the current owner. For a new account, this form must be submitted with an MFS account application. Learn more about the cost base reports and cost base methods available for your account. Once the election is made and the spouses receive a notice from the IRS requesting a Form 1065 for one year in which the spouses meet the requirements of a qualified joint venture, the spouses must contact the toll-free number listed on the notice and inform the telephone assistant, that they have reported the income as an eligible joint venture on their jointly filed tax return. Alternatively, the spouses may write to the address indicated on the notice and provide the same information. Use this form if you have chosen specific lot identification as the basic cost method for your account and are requesting a sale of shares (i.e. redemption, exchange, transfer). This form must be submitted with the transaction request (e.g.
Redemption permit form, transfer authorization form, etc.). Request verification from a qualified account in the name of a company. Fill out this form on your computer, print it and send it to us. Exchange shares and/or transfer shares to an account with another owner. Fill out this form on your computer, print it and send it to us. IRA Pension Plan Service Form The service application includes reduced selling fees, dealer switching, average dollar costs, phone investment, bank account information, and automatic investments. If the business has employees, each spouse of the sole business can report and pay payroll tax paid to employees, using that spouse`s sole proprietorship`s EIN number. If the company has already filed Form 941 or filed or paid taxes for part of the year under the company`s EIN, the spouse may be considered the employee`s “successor employer” in determining whether wages have reached Social Security and federal unemployment wage bases. See Publication 15 for more information on successor employer rules. See above for allocation of income tax deductions.
A qualifying joint venture is a joint venture that carries on a business or activity in which (1) the only members of the joint venture are a married couple filing a joint return, (2) both spouses are substantially involved in the trade or business, and (3) both spouses choose not to be treated as a partnership.
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