Individual Investors

Update Your Account Information

If you need to update your personal information or beneficiaries for your Virtus Mutual Fund accounts, you'll need these forms.

•  Investor and Retirement Forms

Frequently Asked Questions

We are here to answer your questions about Virtus Mutual Funds. Visit our list to find the answer you need.

• View our FAQs

Resources & Services

We offer valuable resources for our Investors. Our mutual fund investors can take advantage of these shareholder benefits:

• Tax Center

Please visit our Tax Center for updated information for filing your 2020 tax forms.

• 2020 Distribution Calendar
• 2021 Distribution Calendar