Mutual Fund Forms
Legacy 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
- 403(b)(7) Custodial Account Agreement
- 403(b)(7) Custodial Account Form- Beneficiary Designation Form
- 403(b)(7) 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
- CARES ACT 2020 RMD Waiver Notification
Legacy 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
- Add a Trusted Contact
- Class I & R6 Shares Application
- Cost Basis Election
- Bank Option Form
- Share Class Acknowledgement Form
- Non Retirement Account Transfer/Redemption Form
- Systematic Withdrawal Redemption
- Systematic Exchange Form
- TOD Registration
- Certification of Beneficial Owners for Legal Entity Customers
- Affidavit of Domicile
- 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.