Service Forms & Prospectuses

Applications and Forms

View and print the following applications and forms to open or update your account.

Completed forms may be faxed to 1-781-796-3245 or mailed to Virtus for processing.

Forms that require a STAMP/2000 Medallion Signature Guarantee or a SVP Stamp must be returned by mail.

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 (TOD) Registration Request

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.

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