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Master 529 Administrative Services Agreement Sample Contracts

Standard Contracts

MASTER 529 ADMINISTRATIVE SERVICES AGREEMENT
Master 529 Administrative Services Agreement • September 25th, 2008 • MFS Series Trust X • Massachusetts

MASTER 529 ADMINISTRATIVE SERVICES AGREEMENT initially dated the 1st day of August 2002, and amended and restated on this 1st day of April 2008, by and among MFS Fund Distributors, Inc., a Delaware corporation (the “Administrator”), and each of the funds (or trusts acting on behalf of their series) identified from time to time on Exhibit A hereto (each a “Fund” and collectively the “Funds”).

MASTER 529 ADMINISTRATIVE SERVICES AGREEMENT Amended and Restated: April 1, 2008 February 15, 2011
Master 529 Administrative Services Agreement • March 25th, 2011 • MFS Series Trust X • Massachusetts

MASTER 529 ADMINISTRATIVE SERVICES AGREEMENT initially dated the 1st day of August 2002, and amended and restated on the 1st day of April 2008, and the 15th day of February 2011, by and among MFS Fund Distributors, Inc., a Delaware corporation (the “Administrator”), and each of the funds (or trusts acting on behalf of their series) identified from time to time on Exhibit A hereto (each a “Fund” and collectively the “Funds”).

EXHIBIT NO. 99.8(I) Master 529 Administrative Services Agreement
Master 529 Administrative Services Agreement • July 9th, 2004 • MFS Series Trust X

MFS Series Trust I MFS Cash Reserve Fund MFS New Discovery Fund MFS Research International Fund MFS Strategic Growth Fund MFS Value Fund

AMENDMENT TO MASTER 529 ADMINISTRATIVE SERVICES AGREEMENT
Master 529 Administrative Services Agreement • May 26th, 2016 • MFS Series Trust Iii • Massachusetts

WHEREAS, each of the funds (or trusts acting on behalf of their series) identified from time to time on Exhibit A hereto (each a “Fund” and collectively the “Funds”) is a party to the Master 529 Administrative Services Agreement, as amended, (the “Agreement”), by and among MFS Fund Distributors, Inc., a Delaware corporation (the “Administrator”); and

AMENDMENT NO. 2 TO MASTER 529 ADMINISTRATIVE SERVICES AGREEMENT
Master 529 Administrative Services Agreement • December 28th, 2017 • MFS Series Trust I

WHEREAS, each of the funds (or trusts acting on behalf of their series) identified from time to time on Exhibit A hereto (each a “Fund” and collectively the “Funds”) is a party to the Master 529 Administrative Services Agreement, as amended, (the “Agreement”), by and among MFS Fund Distributors, Inc., a Delaware corporation (the “Administrator”); and