Mutual Fund Forms

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 1-833-782-4117 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. Electronic Signatures are not acceptable without a STAMP/2000 Medallion Signature Guarantee.

Virtus Forms and Applications

View and print the following applications or forms to open or update your account. Completed forms may be faxed to 1-833-782-4117 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. Electronic Signatures are not acceptable without a STAMP 2000/Medallion Signature Guarantee.

Need assistance?
Email Customer Service 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.