EFT Form - Victory Capital

Mutual Fund Electronic Funds Transfer (EFT) Authorization Form

This request is to add a new bank account to your Victory Funds account for future transactions. To use this account for your auto investments, you will need to update each automatic investment plan separately after the bank account becomes available.

Account Owner, Trustee or Custodian

You must be an owner of the account at the other financial institution. You will need to attach a voided check, deposit slip, or bank statement with the account number and all owner names preprinted on it.

Type of Account

Checking

Savings

Name of Financial Institution

Name of Account Owner(s)

Transit Routing Number (9 digits)

Account Number

Where to Find Your Account Information

Use the sample check below to locate your account information:

Account number and all
owner names must be
preprinted and unaltered.

Sample check showing routing number, account number, and bank name locations

Routing Number: The 9-digit number between the ⑈ symbols at the bottom left of your check

Account Number: The number immediately following the routing number (length varies by bank)

Financial Institution Name: The bank name printed at the top of your check

REQUIRED: You must attach a voided check, deposit slip, or bank statement with the account number and all owner names preprinted on it.

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

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 acknowledge that the origination of ACH transactions to my account must comply with the provisions of U.S. law. I understand the Victory Funds may terminate the EFT instructions from my mutual fund account(s) at any time in its sole discretion. One-Time Investment Authorization service will be added to all of your account registrations.

Electronic signature will be applied upon form submission.

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Mutual Fund Electronic Funds Transfer (EFT) Authorization Form

Personal Information

Bank Account Information

Bank Verification Document(s)

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