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Virus Mutual Funds PO Box 534470 Pittsburgh, PA 152534470NonRetirement Account Transfer/Redemption Former 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

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How to fill out non-retirement transfer redemption form

01
Step 1: Obtain the non-retirement transfer redemption form. This form can usually be obtained from the financial institution or company where the non-retirement funds are held.
02
Step 2: Fill out your personal information. Provide your full name, address, contact information, and any other details required by the form.
03
Step 3: Indicate the type of non-retirement transfer you wish to redeem. Specify whether it is a partial or full redemption, and provide any additional details required.
04
Step 4: Include details about the funds being transferred. This may include the account number, name of the fund, and any other relevant information.
05
Step 5: Sign and date the form. Make sure to review the form for accuracy before signing.
06
Step 6: Submit the completed form to the appropriate financial institution or company. Follow any instructions provided for submission, such as mailing address or in-person drop-off.

Who needs non-retirement transfer redemption form?

01
Anyone who wishes to redeem non-retirement transfer funds needs a non-retirement transfer redemption form.
02
This could include individuals who are transferring funds from one financial institution to another, or those who are withdrawing their non-retirement funds for personal use.
03
The form is necessary to ensure that the transfer or redemption is properly authorized and documented.
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The non-retirement transfer redemption form is a document used to initiate the process of redeeming or transferring assets that are not part of a retirement account.
Individuals or entities who wish to redeem or transfer non-retirement account assets must file this form.
To fill out the non-retirement transfer redemption form, you need to provide your account information, specify the assets to be redeemed or transferred, and sign the form acknowledging the request.
The purpose of the non-retirement transfer redemption form is to authorize the transfer or redemption of assets held in non-retirement accounts.
The form must include personal identification details, account numbers, asset descriptions, and any relevant signatures.
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