MFS SIMPLE IRA Plan
Sponsored Retirement Plan within 60 days, mark “Rollover check attached”in Section 3 of the application and send the application with your check to MFS. Be sure to keep the MFS SIMPLE IRA Disclosure Statement, the Form 5305-S SIMPLE Individual Retirement Trust Account, and a copy of your application for your records.
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www.mfs.comwill indirectly bear the fees and expenses of the underlying funds. n Please see the prospectus for further information on these and other risk considerations. Benchmark and vendor disclosures Standard & Poor's 500 Stock Index - a market capitalization-weighted index of 500 widely held equity securities, designed to measure
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