Forms & Applications

Use this form to open a new non-retirement Natixis Funds account.

Use this form to open either a new non-retirement Class Y Natixis Funds account, or a new retirement Class N Natixis Funds account.

Use this form to designate or change a beneficial owner for an account on behalf of a legal entity such as a trust, partnership, or corporation.

This form allows shareholders to ​make distributions form their Coverdell Education Savings Account (ESA).

This booklet contains all the necessary forms to establish a Coverdell Education Savings Account (ESA).

This booklet contains the following forms: IRA Plan Documents, IRA Instructions, IRA Application, IRA Transfer/Direct Rollover Form and Roth Conversion Form.

This booklet contains all the necessary forms to establish a SEP or SARSEP IRA.

This booklet contains all the necessary forms to establish a ​Simple IRA.

This document outlines requirements that must be met in order to submit an audit request.​

Use this form to assign authorized signers to your corporate account.

This form allows shareholders to add/update the Financial Advisor on their account.

Use this form to transfer ownership of an account.

Use this form to change the method for calculating cost basis on your account.

This form allows shareholders to add/update a death beneficiary for their Coverdell Education Savings Account (ESA).

Use this form to give someone the Power of Attorney authorization for an account.

Use this form to update the name(s) on accounts held with Natixis Funds.

Use this form to request a redemption from a non-retirement Natixis Funds account.

Use this form to take advantage of the many services Natixis Funds offers shareholders, such as Automatic Monthly Exchange or Checkwriting, among many others.

Use this form to request account history transcripts.

Use this form to designate a beneficiary or beneficiaries for a non-retirement account.

Use this form to take a distribution from a 403(b) account.

Use this form to establish a beneficiary on a retirement account.

Includes Traditional, Roth, SEP or SARSEP IRA. For use by State Street Bank and Trust Custodian Accounts only.

Use this form to request a required minimum distribution (RMD)​.

Includes Traditional, Roth, SEP or SARSEP IRA. For use by State Street Bank and Trust Custodian Accounts only.

Use this form to authorize Natixis Funds to recharacterize all or part of an IRA conversion or contribution.

This form is an application for distribution from a qualified retirement plan, including a notice with important information about qualified retirement plan distribution.

This form is for employers / plan sponsors to establish the ability to submit contributions electronically.

Use this form to establish a beneficiary on a SIMPLE IRA.

Use this form to take a distribution from a SIMPLE IRA.