Get Victory Funds Account Application

Filling out the Victory Funds Account Application online is a straightforward process that helps you establish an account to manage your investments. This guide provides step-by-step instructions to ensure you complete each section accurately and efficiently.

Follow the steps to complete your application effortlessly.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred online editor.
2. In the Account Registration section, select the appropriate account type. Options may include Individual Account, Joint Account, Custodian for Minor, or various types of entities like Partnerships or Corporations. Ensure you check the correct box based on your circumstances.
3. Fill out Part 1, the Account Information section. Provide your full name, residential address, date of birth, and Social Security number. If applicable, enter the details of a joint owner or custodian, including their Social Security number and date of birth.
4. In Part 3, indicate your citizenship status by checking the appropriate box for U.S. Person, Non-Resident Alien, or Resident Alien for tax purposes. If you are completing this application for a minor, provide the custodian's name and information.
5. Enter your employment information in Part 5. Indicate if you are an employee of Victory or an associated person of a FINRA member firm, along with any required details.
6. Proceed to Part 6 for Investment Selection. Specify the fund name, share class, and the amount you intend to invest. Remember to check the prospectus for minimum investment amounts.
7. In Part 11, select your preferred method for cost basis tax reporting. Review the options provided and ensure you check only one box to validate your selection.
8. On completion of all sections, review the application for accuracy. Ensure all required fields are completed, including your signature in Part 12. Confirm that you have read and understood the relevant policies before submitting.
9. Save your changes, download or print the completed application as needed. Finally, send the completed application with any required payment to the provided address for Victory Funds.

Start filling out your Victory Funds Account Application online today!