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Virus Mutual Funds PO Box 9874 Providence, RI 029408074 Retirement Account Transfer/Redemption Form For assistance, please contact us at 8002431574 or visit our website at Virtus.com Important Information

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How to fill out non-retirement transfer redemption form

01

Obtain a copy of the non-retirement transfer redemption form from the relevant financial institution or download it from their website.

02

Read the instructions provided with the form carefully to understand the requirements and procedures.

03

Fill out your personal information section accurately, including your full name, contact details, and any account numbers associated with the transfer.

04

Provide details about the non-retirement account you wish to transfer from, such as the account type, current balance, and any specific instructions or restrictions.

05

Indicate the receiving institution where you want the funds to be transferred to. Provide their name, address, and any account details if required.

06

If there are any additional documents or supporting paperwork required, ensure they are attached to the form.

07

Review the completed form for any errors or missing information. Make sure all sections are properly filled out and signed.

08

Submit the form to the financial institution through the designated channels, such as mail, fax, or in-person delivery.

09

Keep a copy of the filled-out form for your records.

10

Follow up with the financial institution to ensure the transfer process is initiated and completed satisfactorily.

Who needs non-retirement transfer redemption form?

01

Individuals who wish to transfer funds from a non-retirement account to another financial institution may need the non-retirement transfer redemption form.

02

This form is typically required by banks, credit unions, or other financial institutions as part of their transfer process.

03

The form ensures that the transfer request is authorized and provides necessary information for the smooth transfer of funds.

04

If you have a non-retirement account and want to move your funds to a different institution, you may need to fill out this form.

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What is non-retirement transfer redemption form?

Non-retirement transfer redemption form is a document used to transfer funds from a non-retirement account to another account or redeem the funds.

Who is required to file non-retirement transfer redemption form?

Individuals who want to transfer or redeem funds from a non-retirement account are required to file the non-retirement transfer redemption form.

How to fill out non-retirement transfer redemption form?

To fill out the non-retirement transfer redemption form, individuals must provide their personal information, account details, transfer or redemption instructions, and sign the form.

What is the purpose of non-retirement transfer redemption form?

The purpose of the non-retirement transfer redemption form is to facilitate the transfer or redemption of funds from a non-retirement account.

What information must be reported on non-retirement transfer redemption form?

The non-retirement transfer redemption form must include personal information, account details, transfer or redemption instructions, and signature.

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