Forms & Guides
account access
User ID
Invest With Us
Open an account in
the Dodge & Cox Funds
Account Access
  |  
Prospectuses & Reports
  |  
Forms & Guides
  |  
IRA Center
  |  
Tax Center
  |  
Help Center  

 

Regular Account Forms
  |  
IRA Forms
  |  
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’ 2014 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’ 2014 Supplemental Tax Reporting Information
  • Discusses distributions from the Funds and other data that may assist shareholders with tax reporting
Dodge & Cox Funds’ 2014 Non-resident Alien (NRA) Tax Reporting
  • ICI-format datasheet that details NRA-exempt income and short-term gains for the Funds

 

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 charges and 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.

Use of this site signifies that you accept our Terms & Conditions of Use.
The Dodge & Cox Funds have adopted a Privacy Policy governing use of shareholder personal information.

Copyright © 1998-2015 Dodge & Cox®. All rights reserved.