The following information applies only to investors who own Natixis Funds directly. You are a Direct Shareholder if you receive statements from Natixis Funds.
Includes Traditional, Roth, SEP or SARSEP IRA. For use by State Street Bank and Trust Custodian Accounts only.
Use this form to transfer ownership of an account.
This booklet contains the following forms: IRA Plan Documents, IRA Instructions, IRA Application, IRA Transfer/Direct Rollover Form and Roth Conversion Form.