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APPLICATIONS & FORMS

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

For more information on share classes, shareholder services, and other ways to purchase Loomis Sayles Funds, go to How to Invest.

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

For annual tax information, please click here.

Y shares are only available to certain institutional investors. Please click here for other share classes.

New Account Applications Loomis Sayles Fund Application - N, Institutional and Retail Classes LS03 Loomis Sayles Institutional Funds Application LSSH26 Natixis Fund Application - N and Y Classes (APY01) Natixis Fund Application - A and C Classes (AP01) IRA Booklets and Applications SEP IRA Employee Forms Booklet M-LS05 Traditional IRAs, Roth IRAs and Rollover IRAs Application M-LS02 Natixis IRA Application - A and C Classes IR24 Additional Forms Account Options M-LS10 Certificate of Authorization M-LS38 Change of Registration M-LS33 Cross Share Exchange M-LS20 IRA Beneficiary M-LS14 IRA Distribution M-LS15 Name Change M-LSSH38 Power of Attorney M-LS04 Transcript Request Form M-LS22 Transfer On Death M-LS11 IRA Recharacterization M-LSRP299 IRA RMD M-LS28 Cost Basis Election Form M-LSCB01 Redemption Request Form M-LSSH326 Reading Form 1099-B DCD IRA Application M-LS75 Career Site Privacy Disclosure