Natixis Funds: Literature & forms

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Literature & forms

You can actually review many of our materials online!
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symbol — if this appears next to an item you may view and print it using Adobe Acrobat Reader*.

Select below the information that you would like to receive. To complete your order, please provide us with your mailing information, then click on the "Submit" button. Your order will be transmitted to our response team, and your literature will be en route to you within one business day.

FORMS

Account Forms Retirement Plan Forms

Change of Dealer and Representative Authority 403(b) Distribution Form

Coverdell ESA Death Beneficiary Designation Form 403(b) Employee Forms Booklet

Durable Power of Attorney IRA Beneficiary Form

ESA Forms Booklet IRA Distribution Form

New Account Application IRA Forms Booklet

Service Option Form Qualified Plan Distribution Notice/Form

Transcript Request Form SIMPLE IRA ACH Form

Transfer on Death Form SIMPLE IRA Distribution Form

Tax Forms- available at the IRS website

  W-8 Forms (foreign status)

  W-9 Form

RETIREMENT PLANNING

Traditional and Roth IRAs SEP IRA (for employee)

FUND INFORMATION

Growth funds Value funds

Loomis Sayles Growth Fund AEW Real Estate Fund

Core funds Delafield Select Fund

CGM Advisor Targeted Equity Fund Harris Associates Focused Value Fund

Loomis Sayles Research Fund Harris Associates Large Cap Value Fund

Diversified funds Loomis Sayles Value Fund

Natixis Income Diversified Portfolio Vaughan Nelson Small Cap Value Fund

Natixis U.S. Diversified Portfolio Global/international funds

Hedged equity funds Hansberger International Fund

Gateway Fund Loomis Sayles Global Markets Fund

Money market funds Loomis Sayles International Bond Fund

Natixis Cash Management Trust - Money Market Series Taxable income funds

Loomis Sayles Core Plus Bond Fund

Loomis Sayles High Income Fund

Loomis Sayles Investment Grade Bond Fund

Loomis Sayles Limited Term Government and Agency Fund

Loomis Sayles Strategic Income Fund

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Natixis Funds are offered for sale throughout the United States. If you are a U.S. resident living outside our borders, PLEASE INDICATE YOUR U.S. RESIDENCE ABOVE.

All information will be accompanied by a prospectus, which contains more complete information on the funds, as well as on charges and expenses. Please read the prospectus carefully before sending money to be invested.

* To download or print PDF files, you must have Adobe Acrobat Reader software on your computer. You may obtain this software free of charge at Adobe's website.

For more complete information, including a prospectus, please contact your financial advisor. You may also view a current prospectus online, order literature through our site, or contact an Investor Service Representative at 800-225-5478. Investors should consider a fund's objective, risks and expenses carefully before investing. This information, and other information, can be found in the fund's prospectus. Please read the prospectus carefully before investing. Other expenses, including sales charges, apply to a continued investment in the fund and are described in the fund's current prospectus.

The mutual funds referred to in this website are offered and sold only to persons who are eligible to purchase U.S. registered investment funds and are offered by prospectus only.