FORMS

Account Forms  Retirement Plan Forms   Coverdell ESA Death Beneficiary Designation Form   403(b) Distribution Form Durable Power of Attorney 403(b) Employee Forms Booklet ESA Forms Booklet IRA Beneficiary Form   Minimum Balance Waiver Letter   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 Harris Associates Focused Value Fund CGM Advisor Targeted Equity Fund Harris Associates Large Cap Value Fund Loomis Sayles Research Fund Loomis Sayles Value Fund   Diversified funds Vaughan Nelson Small Cap Value Fund Natixis Income Diversified Portfolio   Global/international funds Natixis Moderate Diversified Portfolio Hansberger International Fund Natixis U.S. Diversified Portfolio Loomis Sayles Global Markets Fund   Hedged equity funds Loomis Sayles International Bond Fund Gateway Fund     Taxable income funds   Money market funds Loomis Sayles Core Plus Bond Fund Natixis Cash Management Trust - Money Market Series 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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