Individual Investors

Mutual Fund Forms

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Virtus Retirement Account Forms and Applications

View and print the following applications or forms to open or update your account. Completed forms may be faxed to 1-508-599-6179 or mailed to Virtus Investment Partners for processing. Forms that require a STAMP/2000 Medallion Signature Guarantee or a SVP Stamp must returned by mail.

Need Assistance?

Email or call a Virtus Investment Partners customer 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 setup systematic purchases and exchanges.

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 1-508-599-6179 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.

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.