Address change
There are three ways to change the address on your account:
- Access your account to change it online.
- Call 800-225-5478 to speak with an Investor Services Representative.
- Submit your request in writing to the address listed below.
For all accounts excluding SIMPLE IRAs:
Natixis Funds
P.O. Box 219579
Kansas City, MO 64121-9579
For SIMPLE IRA accounts:
Natixis Funds
P.O. Box 8705
Boston, MA 02266-8705
When updating your address of record without a Medallion Signature Guarantee, there will be a 30-day hold on your account for all redemptions by check for security purposes.
Changing your name on your account
Complete the Name Change Request Form. If you do not attach a certified copy of the legal name change document, you will be required to obtain either a Medallion Signature Guarantee or Signature Validation Program Stamp on this form.
These requirements are for Individual, Joint and IRA accounts. If you do not have one of these accounts and want to change your name, please contact us directly for further information.
Power of Attorney
To be listed on the account registration as Power of Attorney, complete a Natixis Funds Durable Power of Attorney. All sections must be completed and notarized as indicated on the form.
An outside Power of Attorney document may be used; however, it can only be used for a one-time transaction. The Power of Attorney document must be an original, or a copy certified within 60 days of the request. The request must be submitted in a letter of instruction signed by the Attorney-in-Fact, whose signature must have a Medallion Signature Guarantee. A new Power of Attorney document and letter of instruction must be submitted with each request.
Please note that an outside Power of Attorney document will not allow someone to act on an account over the phone. To act over the phone, the Attorney-in-Fact must be listed on the account registration.