Correction of Excess Contribution Form

Distribution Instructions

If you need to open a new Victory account, please do so first by navigating to your Home page > Victory Funds > Open a Victory Funds Account. Once your account is open, return to this form to complete your request.

Return of excess contributions are distributed to you unless requested to be redeposited as a current year contribution that does not exceed the allowable current year contribution.

Invest in my existing Victory Funds Non-IRA Account

Transfer to Financial Institution by Electronic Funds Transfer (EFT)

Send me a Check

Redeposit as current year contribution.

Banking Information

NOTE: Bank Account Owner name(s) and this investment account owner name(s) should be identical. You will need to attach a voided check, deposit slip, or financial institution statement with the account number and all owner names preprinted on it, if opening a new Bank Account.

Select Bank Account

Name of Financial Institution

Type of Account

Checking

Savings

Name of Account Owner(s)

Transit Routing Number (9-digit number in lower left corner of check)

Account Number

Upload Banking Documents

Attachment limit: 10 files

Size limit per file: 5 MB (megabytes)

Total size limit: 20 MB (megabytes)

File types allowed: PDF, JPG, JPEG, GIF, BMP, PNG, XLS, XLSX, DOC, DOCX

📁

Drop your files here

[or]

Select Files

Check Instructions

Send check to:

Current mailing address on account

Payee and address below

Read & Acknowledge

If I have selected EFT of my distribution by Victory Funds and its transfer agent, I authorize Victory Funds to begin, and the financial institution named to accept, electronic deposits (credits) and withdrawals (debits) to my designated account(s) and to reverse, if necessary, any deposits or withdrawals made in error to my account(s). Automated debit or credit entries shall constitute my receipt for the transaction(s). This authority is to remain in full force and effect until Victory Funds has received written or phone notification from me of its termination at such time and in such manner as to give Victory Funds reasonable opportunity to act on it. I also understand Victory Funds may terminate the EFT instructions from my mutual fund account(s) at any time in its sole discretion. I acknowledge that the origination of ACH transactions to my account(s) must comply with the provisions of U.S. law.

Tools & Resources

Insights

Mutual Fund Individual Retirement Account (IRA) or Coverdell Education Savings Account (ESA) Correction of Excess Contribution

Personal Information

Correction Information

Distribution Instructions

Read & Acknowledge