Purpose of Account: The Executor offers this Account to acquaint interested parties with the transactions that have occurred during the Administration. The forms below should be used to make changes to an existing Eaton Vance mutual fund account.The forms and applications found here contain everything needed to open a new MFS mutual fund account. If you are transferring or completing a rollover of a retirement account and are over the age of 72, read this section carefully. Mutual Fund Accounts. No. If you had gains from selling stock or some other item, you could deduct your losses against those gains. Download Forms and Applications. By signing the filled-out form, you:.