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[{"groupName":"Mobile app - General Usage","faqList":[{"faqnumber":1,"question":"How do I utilize landscape orientation when using my mobile or tablet device?","answer":"\u003cp\u003eThe ability to view in landscape orientation is coming soon to our mobile app. While we make this update, you may visit\u0026nbsp;\u003ca href\u003d\"http://mysecure.vcm.com/\"\u003ehttp://mysecure.vcm.com\u003c/a\u003e\u0026nbsp;on your mobile or tablet device to access your accounts in landscape orientation.\u003c/p\u003e\n"}]},{"groupName":"Mobile app - Registration and account","faqList":[{"faqnumber":2,"question":"How do I download statements?","answer":"\u003cp\u003eSelect ‘More’ from the bottom menu bar and select \u0027Document Center\u0027. Select ‘Statements’ under the \u0027Document\u0027 category drop down. (You can change the year if needed.) Locate the statement you wish to review. Select the PDF image to download.\u0026nbsp; Statements will only be listed if you are signed up for electronic document delivery.\u0026nbsp;\u003c/p\u003e\n"},{"faqnumber":3,"question":"How can I sign up for paperless statements and forms?","answer":"\u003cp\u003eSelect the \u0027Person\u0027 icon located on the top left corner of the app and then select \u0027Profile \u0026amp; Preferences.\u0027 On the following page select \u0027Document Preferences\u0027 and follow the steps.\u003c/p\u003e\n"},{"faqnumber":3,"question":"What happens when I log out of the app?","answer":"\u003cp\u003eLogging out of your account ends your secure session and takes you back to the sign in page of the mobile app. If you want to access your account information, you will need to log back in.\u003c/p\u003e\n"},{"faqnumber":4,"question":"How do I update my mailing address to ensure I receive my statements and documents?","answer":"\u003cp\u003eSelect the \u0027Person\u0027 icon located on the top left corner of the app. Select \u0027Contact Information\u0027 on the next page. On the following page scroll to your address information and select the address you wish to update. The following screen will allow you to make the needed updates.\u003c/p\u003e\n"}]},{"groupName":"Mobile app - Accessing forms","faqList":[{"faqnumber":0,"question":"How can I view the forms I need for my account? ","answer":"\u003cp\u003eSelect ‘More’ from the bottom menu bar and select Forms. You can use the search field to search by the name of the form or scroll through the forms. Once you have located the form, select the PDF icon to download the form.\u0026nbsp;\u003c/p\u003e\n"},{"faqnumber":0,"question":"Where can I access a Transfer on Death (TOD) Beneficiary form? ","answer":"\u003cp\u003eSelect ‘More’ from the bottom menu bar and then select \u0027Forms\u0027. In the search field, enter form ID number 98146.\u003c/p\u003e\n"},{"faqnumber":0,"question":"Where can I access an Automatic Investment Plan form to change my recurring investment in my Mutual Fund(s)? ","answer":"\u003cp\u003eSelect ‘More’ from the bottom menu bar and select \u0027Forms\u0027. In the search field enter form ID number 99459.\u003c/p\u003e\n"},{"faqnumber":0,"question":"Where can I access forms for a 529 Rollover? ","answer":"\u003cp\u003eSelect ‘More’ from the bottom menu bar and select \u0027Forms\u0027. In the search field enter form ID number 98631.\u003c/p\u003e\n"},{"faqnumber":0,"question":"Where can I access the form to withdraw cash from my Mutual Fund?","answer":"\u003cp\u003eSelect ‘More’ from the bottom menu bar and then select \u0027Forms\u0027. In the search field enter form ID number 99531.\u003c/p\u003e\n"},{"faqnumber":0,"question":"Where can I access the instructions to complete a Direct Rollover?","answer":"\u003cp\u003eSelect ‘More’ from the bottom menu bar and select \u0027Forms\u0027. In the search field enter form ID number 99531.\u003c/p\u003e\n"},{"faqnumber":2,"question":"Where can I access the Required Minimum Distribution form to set up distributions from my Mutual Fund IRA? ","answer":"\u003cp\u003eSelect ‘More’ from the bottom menu bar and then select \u0027Forms\u0027. In the search field enter form ID number 99461.\u003c/p\u003e\n"},{"faqnumber":3,"question":"I need to add or change banking information on file for my Mutual Fund account. What form do I need and where can I access? ","answer":"\u003cp\u003eYou will need the EFT Authorization form. Select ‘More’ from the bottom menu bar and select \u0027Forms\u0027. In the search field enter form ID number 99466.\u003c/p\u003e\n"},{"faqnumber":4,"question":"Where can I access the IRA Beneficiary form? ","answer":"\u003cp\u003eSelect ‘More’ from the bottom menu bar and select \u0027Forms\u0027. In the search field enter form ID number 99471.\u003c/p\u003e\n"}]},{"groupName":"Mobile app - Tax information","faqList":[{"faqnumber":0,"question":"Where can I find my most recent statements? ","answer":"\u003cp\u003eSelect ‘More’ from the bottom menu bar and click on Document Center. Select ‘Statements’ under the Document Category drop down. (you can change the year if needed) Locate the statement you wish to review. Click on the PDF image to download.\u0026nbsp; Statements will only be listed if you are signed up for electronic document delivery.\u0026nbsp;\u003c/p\u003e\n"},{"faqnumber":0,"question":"Where do I find the full capital gains report for the funds I’m invested in? ","answer":"\u003cp\u003ePlease go to\u0026nbsp;\u003ca href\u003d\"https://vcm.com/\"\u003evcm.com\u003c/a\u003e, select \u0027Tools \u0026amp; Resources\u0027, and select \u0027Tax center\u0027. The link for the capital gain information will be under \u0027Useful Links\u0027.\u003c/p\u003e\n"},{"faqnumber":0,"question":"Where is my 529 1099Q tax form?","answer":"\u003cp\u003eYour 1099Q is available by selecting the 529 account from the dashboard under Investing for Minors (this will redirect you to the Ascensus site). From this site select ‘View profile and documents’ from the left menu screen. Next select ‘Statements, Confirms \u0026amp; Tax Forms.’ From there, select the applicable tax year, the 529 beneficiary and select ‘Tax Forms.’\u003c/p\u003e\n"}]}]