Forms and applications

The following information applies only to investors who own Natixis and Loomis Sayles Funds directly. You are a Direct Shareholder if you receive statements from Natixis and Loomis Sayles Funds.

Top forms

IRA distribution form

Change of registration form

IRA forms booklet

New account forms – Natixis Funds

See funds by fund family

New account application

Beneficial owner application

New account application – Classes Y and N

IRA forms booklet

New account forms – Loomis Sayles Funds

See funds by fund family

New account application – Institutional fixed income funds

New account application – Class N, Retail, and Institutional

Account servicing forms

Audit request requirements

Certificate of authorization form

Change of dealer and representative authority

Change of registration form

Cost basis election form

Coverdell ESA death beneficiary designation form

403(b) distribution form

Durable power of attorney

IRA beneficiary designation form

IRA distribution form

IRA qualified charitable distribution request form

IRA required minimum distribution form

IRA transfer/direct rollover form

Letter of instruction

Name change request form

Natixis IRA recharacterization form

Natixis redemption request form

Natixis SIMPLE IRA forms booklet

Natixis SIMPLE IRA plan remittance form

Qualified plan distribution notice/form

Service options form

Transcript request form

Transfer on death agreement

Custodial agreements

Natixis UMB 403(b)(7) custodial documents

Natixis UMB Roth IRA custodial documents

Natixis UMB SIMPLE IRA custodial documents

Natixis UMB Traditional IRA custodial documents

NIM-06082026-ahn5dv4z