The forms are fillable PDFs and can be printed and completed by hand, or you may enter the information into the active fields and then print, sign and mail. You may also save a copy to your computer for your records. Please note, forms cannot be used to submit information online or via email.
Open an Account
Regular Account Application
Account Application for the Dodge & Cox Stock Fund, Dodge & Cox Global Stock Fund, Dodge & Cox International Stock Fund, Dodge & Cox Balanced Fund and Dodge & Cox Income Fund. Individual investors can
also open an account online. Please note: Individual investors
can open a new regular account online (with the
exception of personal trusts).
Update an Account
Account Options Form
Download this form to add options to your existing Dodge & Cox Funds account. Services you may add are: Automatic Investment Plan; Systematic Withdrawal Plan; and Investment, Redemption and Exchange by Telephone options.
Change of Registration Form
Download this form to:
- 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 custodian of UGMA/UTMA account
- Change name of account owner
- Change registration to reflect Power of Attorney
Indemnification and Corporate/Organization Resolution Form
Download this form to 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
Download this form to designate a beneficiary(ies) (or change a previously made designation) for your individual or joint tenant (with rights of survivorship) account in the Dodge & Cox Funds. A transfer on death (TOD) registration, in the event of your death, allows your account to be distributed directly to the beneficiaries you designate, outside of probate and without the need for a trust. The Terms and Conditions for Transfer on Death Beneficiary Designation is also included.
Indemnification Agreement for Power of Attorney Registration
Download this form to appoint an Attorney-in-fact authorized to act on your behalf for your account(s).
Cost Basis Election Form
Download this form to to elect or change a cost basis method
for covered shares in your Fund account.
Account Linking Form
Download this form to 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 Out of an Account
Redemption Request Form
Download this form to request a redemption
from your account(s).
Download this form to make a gift of shares to an individual or non-profit organization.
Download this form to
request a transfer of shares due to
Account Statement Guide
Download a guide to assist you in understanding the various sections of your Account Statement.