The forms and applications found here contain everything needed to open a new MFS mutual fund account. Your clerk is required to provide the appropriate form to you at least 20 days prior to the filing deadline. 3.1. Copies – Original and one copy to the Commissioner of Accounts. 2. Funds Not Fully Identified. "Mutual Fund" or "Fidelity Mutual Fund." is inadequate reporting. E,g., "Mitre Corp, Alexandria, VA, 401k (invested entirely in diversified mutual funds). " Trusts and Partnerships. INSTRUCTIONS: Complete this Statement to the best of your knowledge. Attachments as a substitute for properly filling out any portion of the Statement. By signing the filled-out form, you:.