Forms & Applications
Table of contents
Additional forms
| Title | Format | Code | Description |
|---|---|---|---|
| Account Options M-LS10 | M-LS10 | Account Options M-LS10 | |
| Audit Request Form M-LSSH24 | M-LSSH24 | Audit Request Form M-LSSH24 | |
| Certificate of Authorization M-LS38 | M-LS38 | Certificate of Authorization M-LS38 | |
| Change of Registration M-LS33 | M-LS33 | Change of Registration M-LS33 | |
| Cost Basis Election Form M-LSCB01 | M-LSCB01 | Cost Basis Election Form M-LSCB01 | |
| Cross Share Exchange M-LS20 | M-LS20 | Cross Share Exchange M-LS20 | |
| DCD IRA Application M-LS75 | M-LS75 | DCD IRA Application M-LS75 | |
| Form ADV Part 3 (Form CRS) | Form ADV Part 3 (Form CRS) | ||
| IRA Beneficiary M-LS14 | M-LS14 | IRA Beneficiary M-LS14 | |
| IRA Distribution M-LS15 | M-LS15 | IRA Distribution M-LS15 | |
| IRA Recharacterization M-LSRP299 | M-LSRP299 | IRA Recharacterization M-LSRP299 | |
| IRA RMD M-LS28 | M-LS28 | IRA RMD M-LS28 | |
| Letter of Instruction LS-SH452 | LS-SH452 | Letter of Instruction LS-SH452 | |
| Name Change M-LSSH38 | M-LSSH38 | Name Change M-LSSH38 | |
| Power of Attorney M-LS04 | M-LS04 | Power of Attorney M-LS04 | |
| Redemption Request Form M-LSSH326 | M-LSSH326 | Redemption Request Form M-LSSH326 | |
| Transcript Request Form M-LS22 | M-LS22 | Transcript Request Form M-LS22 | |
| Transfer on Death M-LS11 | M-LS11 | Transfer on Death M-LS11 |
IRA booklets and applications
| Title | Format | Code | Description |
|---|---|---|---|
| Traditional IRAs, Roth IRAs and Rollover IRAs Application M-LS02 | M-LS02 | Traditional IRAs, Roth IRAs and Rollover IRAs Application M-LS02 | |
| UMB Roth IRA Custodial Documents | UMB Roth IRA Custodial Documents | ||
| UMB Traditional IRA Custodial Documents | UMB Traditional IRA Custodial Documents |
Tax forms
| Title | Format | Code | Description |
|---|---|---|---|
| Annual Tax Notice | Annual Tax Notice | ||
| Loomis Sayles Limited Term Government and Agency Fund (ROC – 11/15/13)- Form 8937 | Form 8937 | Loomis Sayles Limited Term Government and Agency Fund (ROC – 11/15/13) – Form 8937 |
New account applications
| Title | Format | Code | Description |
|---|---|---|---|
| Loomis Sayles Fund Application – N, Institutional and Retail Classes | M-LS03 | Loomis Sayles Fund Application – N, Institutional and Retail Classes | |
| Loomis Sayles Institutional Funds Application | M-LSSH26 | Loomis Sayles Institutional Funds Application |
Disclosures
| Title | Format | Description |
|---|---|---|
| Career Site Privacy Disclosure | Career Site Privacy Disclosure | |
| Social Media | External |