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Guides

 

Guide Name & Function PDF Mail Email
Regular Accounts
Account Statement Guide
  • To assist you in understanding the various sections of your Dodge & Cox Funds Account Statement
Funds' Privacy Notice
  • Review the Dodge & Cox Funds' policies concerning the collection and handling of personal information
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 State Street Bank and Trust Company Privacy Notice)
IRA Rollover Guide
  • Get assistance with rolling over assets to a Dodge & Cox Funds IRA
IRA Custodian Privacy Notice
  • Review the Dodge & Cox Funds IRA custodian's policies concerning the collection and handling of personal information
Taxes
Dodge & Cox Funds’ 2013 Tax Guide
  • Discusses Forms 1099-DIV and 1099-B that are sent in late-January, and includes information that may be useful in preparing certain state tax returns
Dodge & Cox Funds’ 2013 Supplemental Tax Reporting Information
  • Discusses distributions from the Funds and other data that may assist shareholders with tax reporting
Dodge & Cox Funds’ 2013 Non-resident Alien (NRA) Tax Reporting
  • ICI-format datasheet that details NRA-exempt income and short-term gains for the Funds

 

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1-800-621-3979


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