Forms & Prospectuses

Virtus Forms and Applications

The following list shows all Virtus forms and applications and are available to download for your convenience.

View and print the following applications or forms to open or update your account. Completed forms may be faxed to 1-781-796-3245 or mailed to Virtus Investment Partners for processing. Forms that require a STAMP/2000 Medallion Signature Guarantee or a SVP Stamp must be returned by mail.

For more information on our Tax Center and Forms, click here

Mutual Fund Account

New Account Application

New Account Application Class I

Bank Option Application

Name Change Authorization

Systematic Withdrawal/ Redemption Request Form (Non-IRA Accounts only)

Account Re-Registration/Transfer of Ownership Form

Non-Retirement Account Transfer/Redemption Form

Transfer on Death Registration Form

Systematic Exchange Form

Checkwriting Application

NAV Authorization Form

Letter of Intent

W9 Form

Transcript Request

A Fee May Be Required

Broker Dealer Change Form

Account Reinstatement Form

Need assistance?

Email or call a Virtus Investment Partners service representative at 1-800-243-1574.

Make changes online

Many changes can be made to your account online. Log in to your account to change your address, update distribution options and set up systematic purchases and exchanges.

Retirement Account Forms

Mutual funds distributed by VP Distributors, Inc., member FINRA and subsidiary of Virtus Investment Partners, Inc.

Virtus Forms and Applications

Mutual Fund Account

New Account Application

New Account Application Class I

Bank Option Application

Name Change Authorization

Systematic Withdrawal/ Redemption Request Form (Non-IRA Accounts only)

Account Re-Registration/Transfer of Ownership Form

Non-Retirement Account Transfer/Redemption Form

Transfer on Death Registration Form

Systematic Exchange Form

Checkwriting Application

NAV Authorization Form

Letter of Intent

W9 Form

Transcript Request

Broker Dealer Change Form

Account Reinstatement Form

Retirement Account Forms

IRA Application & Adoption Agreement

Traditional & Roth IRA Custodial Documents

SIMPLE IRA Application & Adoption Agreement

SIMPLE IRA Custodial Documents

IRA Withdrawal/Distribution Form

IRS Life Expectancy Table

Beneficiary Election Form

Beneficiary Change Form

Required Minimum Distribution Worksheet

Required Minimum Distribution Form (IRA Accounts only)

Direct Rollover-Transfer of Assets Form