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 1-508-599-6179 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.

Traditional, Roth & SEP IRA Application, Adoption Agreement & Custodial Documents

Roth IRA Conversion Request Form (Internal)

Roth IRA Conversion Request Form (External)

SIMPLE Application Custodial Document

SIMPLE IRA Distribution Form

IRA Beneficiary Election Form

IRA Beneficiary Designation

IRA Distribution Form

403b Custodial Account Form- Beneficiary Designation Form

403(b) Distribution Booklet

Transfer of Assets/Direct Rollover Form

IRS Life Expectancy Table

Required Minimum Distribution (IRA Accounts Only)

Qualified Charitable Distribution Request Form

Contribution Allocation Form

Virtus Forms and Applications

View and print the following applications or forms to open or update your account. Completed forms may be faxed to 1-508-599-6179 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.

New Account Application

Certification of Beneficial Owners for Legal Entity Customers

Class I & R6 Shares Application

Cost Basis Election

Bank Option Form

Share Class Acknowledgement Form

Name Change Authorization

Systematic Withdrawal Redemption

Non Retirement Account Transfer/Redemption Form

TOD Registration

Affidavit of Domicile

Systematic Exchange Form

Check Writing Application

NAV Authorization Form

Letter of Intent

W-9 Form

Request to Add a Secondary SSN

Transcript Request

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.