If you would like to invest in Loomis Sayles Funds, you may download and print the appropriate account application below.

How to Invest

Read information on share classes, shareholder services, and other ways to purchase Loomis Sayles Funds

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Prospectus

It is important to read the prospectus carefully before you invest.

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Annual Tax Notice

View and download our annual tax notice.

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Y Shares

Y shares are only available to certain institutional investors.

View other share classes

New Account Applications

Loomis Sayles Fund Application - N, Institutional and Retail Classes LS03pdf
Loomis Sayles Institutional Funds Application LSSH26pdf

IRA Booklets and Applications

Traditional IRAs, Roth IRAs and Rollover IRAs Application M-LS02pdf

Additional Forms

Account Options M-LS10pdf
ADV Part 3pdf
Certificate of Authorization M-LS38pdf
Change of Registration M-LS33pdf
Cross Share Exchange M-LS20pdf
IRA Beneficiary M-LS14pdf
IRA Distribution M-LS15pdf
Name Change M-LSSH38pdf
Power of Attorney M-LS04pdf
Transcript Request Form M-LS22pdf
Transfer On Death M-LS11pdf
IRA Recharacterization M-LSRP299pdf
IRA RMD M-LS28pdf
Cost Basis Election Form M-LSCB01pdf
Redemption Request Form M-LSSH326pdf
Reading Form 1099-Bpdf
DCD IRA Application M-LS75pdf

Disclosures

Career Site Privacy Disclosurepdf