You'll be re-directed to the Financial Professional site.
Forms and Guides
- Regular Account Forms
- IRA Forms
- Guides
Open an account
Account Application for Individual and Personal Trusts
Use this form to open an individual, joint tenant, custodial account for a minor, or a trust account where the beneficial owner is a person. Looking to open an Individual Retirement Account (IRA)? Use this IRA Account Application.
Update an account
Change of Ownership Form
- Change an individual account to a joint tenant account.
- Change a joint tenant account to an individual account.
- Change of / to a trust account.
- Change an UGMA/UTMA account to an individual account (when the minor reaches age of majority).
- Change the custodian of an UGMA/UTMA account.
Redeem, gift, or transfer shares
Open an account
IRA Application − Transfer of Assets, Rollover, or SEP IRA
- Open a Dodge & Cox Funds IRA and request a transfer of assets from a non-Dodge & Cox Funds traditional or Roth IRA.
- Open a Dodge & Cox Funds IRA and request a rollover from your employer-sponsored retirement plan.
- Open a Dodge & Cox Funds SEP IRA.
Update an account
Transfer, convert, or redeem shares
Regular accounts
IRAs
IRA Information Kit — Including Rollover Form
Learn about Dodge & Cox Funds traditional and Roth IRAs, including the IRA Disclosure Statement and Custodial Agreement. The kit also includes an IRA Application and a Transfer of Assets form (Also includes the UMB Bank, n.a. Privacy Notice).
Taxes
You’ve successfully submitted a request for documents
Our dedicated Advisor Services team is here to help you.
Phone
Mail your Dodge & Cox Funds account forms and documents.
Regular Mail
Dodge & Cox Funds
P.O. Box 219502
Kansas City, MO 64121-9502
Express Mail
Dodge & Cox Funds
430 W. 7th Street, Suite 219502
Kansas City, MO 64105-1407
Dodge & Cox Funds Online Resources
Search for, download or order literature, forms and account applications.
Find general tax information and guides.
Find information about Dodge & Cox and our investment focus.
NOTICE TO INVESTORS RESIDING OUTSIDE THE UNITED STATES
Shares of the Dodge & Cox Funds are offered for sale only in the United States and are registered for sale in all states. While you may obtain prospectuses and other information about our Funds at this website, our Funds are not registered for sale in any other country. We will only mail prospectuses and other information to U.S. addresses, and we will only establish accounts with a U.S. address.