Forms

• Certificate of Authorization Form

  Use this form to assign authorized signers to your corporate account
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• Change of Dealer and Representative Authority

  This form allows shareholders to add/update the Financial Advisor on their account.
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• Change of Registration Form

  Use this form to transfer ownership of an account.
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• Cost Basis Election Form

  Use this form to change the method for calculating cost basis on your account.
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• Coverdell ESA Death Beneficiary Designation Form

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

  This booklet contains all the necessary forms to establish a Coverdell Education Savings Account (ESA).
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• Durable Power of Attorney

  Use this form to give someone the Power of Attorney authorization for an account.
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• Name Change Request Form

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

  Use this form to open a new non-retirement Natixis Funds account.
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• New Account Application – Classes Y and N

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

  Use this form to request a redemption from a non-retirement Natixis Funds account.
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• Service Options Form

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

  Use this form to request account history transcripts.
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• Transfer on Death Form

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