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Regular Account Forms
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IRA Forms
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Guides

 

Form Name & Function Online PDF Mail Email
Open An Account
Regular Account Information Kit
  • Includes information to establish accounts for individuals, joint tenants, gift/transfer to minors, trusts, or corporations
Regular Account Application
  • Open a regular Dodge & Cox Funds account
    Please note: Individual investors can open a new regular account online (with the exception of personal trusts)
Update Your Account
Account Options Form
  • Consent for electronic delivery
  • Add telephone and internet privileges to your account
  • Add an automatic investment plan
  • Add a systematic withdrawal plan
  • Change your distribution options
  • Update your bank account information
Change of Registration Form
  • Change an individual account to a joint tenant account
  • Change a joint tenant account to an individual account
  • Change a individual or joint tenant account to a trust account
  • Change an UGMA/UTMA account to an individual account (minor reaches age of majority)
  • Change the custodian of an UGMA/UTMA account.
  • Change the name of account owner
  • Change registration to reflect a Power of Attorney
Indemnification and Corporate/Organization Resolution Form
  • Certify the list of individuals authorized to act on behalf of a corporation, organization or partnership for accounts in the Dodge & Cox Funds
Transfer on Death Beneficiary Designation Form
  • Designate a beneficiary(ies) (or change a previously made designation) for your individual or joint tenant account in the Dodge & Cox Funds
Indemnification Agreement for Power of Attorney Registration
  • Appoint an Attorney-in-fact authorized to act on your behalf for your account(s)
Cost Basis Election Form
  • Elect or change a cost basis method for covered shares in your account
Account Linking Form
  • Link related accounts together. After linking your accounts, you will receive one quarterly statement for all of your accounts. It will also be easier for you to view all of your account information in the Account Access portion of our web site
 
Redeem, Gift, or Transfer Shares
Redemption Request Form
  • Request a redemption from your account(s)
Gift of Shares Form
  • Gift Fund shares to an individual or non-profit organization
Inheritance Form
  • Request a transfer of shares due to inheritance
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.
related documents

need more help?
Visit Investor Resources or call a
Funds representative at:
1-800-621-3979


This site is for persons in the United States only.
Before investing in any Dodge & Cox Fund, you should carefully consider the Fund's investment objectives, risks, and management fees and other expenses. This and other important information is contained in a Fund's prospectus and summary prospectus. Please read the prospectus and summary prospectus carefully before investing. Investments are not FDIC-insured, nor are they deposits of or guaranteed by any bank or any other entity. Foreign investing, especially in developing countries, has special risks such as currency and market volatility and political and social instability.

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