Retirement Forms
Preparing for retirement.
Open a retirement account, withdraw funds, add a beneficiary–Natixis Funds has conveniently assembled a number of downloadable retirement resources to help you prepare. To access PDF files, Adobe Reader must be installed on your computer. For best results, use version 8.0 or above, which can be downloaded free at Adobe.
For help or more information, contact us at 800-225-5478.
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403(b) Distribution Form
Use this form to take a distribution from a 403(b) account.
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IRA Beneficiary Form
Use this form to establish a beneficiary on a retirement account.
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IRA Distribution Form
Includes Traditional, Roth, SEP or SARSEP IRA. For use by State Street Bank and Trust Custodian Accounts only.
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IRA Forms Booklet
This booklet contains the following forms: IRA Plan Documents, IRA Instructions, IRA Application, IRA Transfer/Direct Rollover Form and Roth Conversion Form.
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IRA Transfer/Direct Rollover Form
Use this form to perform a Transfer/Direct Rollover to a Natixis Funds retirement account from another custodian.
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Natixis IRA Recharacterization Form
Use this form to authorize Natixis Funds to recharacterize all or part of an IRA conversion or contribution.
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Qualified Plan Distribution Notice/Form
This form is an application for distribution from a qualified retirement plan, including a notice with important information about qualified retirement plan distribution.
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SEP IRA Employee Forms Booklet
This booklet includes the following forms: Instruction Sheet, Transfer of Assets, Disclosure Statement and Custodial Account Form.
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SIMPLE IRA ACH Form
This form is for employers/plan sponsors to establish the ability to submit contributions electronically.
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SIMPLE IRA Distribution Form
Use this form to take a distribution from a SIMPLE IRA.
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SIMPLE IRA Employee Forms Booklet
This booklet includes the following forms: Instruction Sheet, Transfer of Assets, Disclosure Statement and Custodial Account Form.
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