Forms and applications | Natixis Investment Managers

Top forms

IRA distribution form

Change of registration form

IRA forms booklet

New account forms

New account application

Beneficial owner application

New account application - Classes Y and N

IRA forms booklet

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 required minimum distribution form

IRA transfer/direct rollover form

Letter of instruction

Name change request form

Natixis IRA recharacterization form

Natixis redemption request form

Qualified plan distribution notice/form

Service options form

SIMPLE IRA ACH form

SIMPLE IRA beneficiary designation form

SIMPLE IRA distribution form

SIMPLE IRA employee forms booklet

Transcript request form

Transfer on death agreement

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