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IRA Forms
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Form Name & Function Online PDF Mail Email
Open An Account
IRA Information Kit
  • Includes information to establish a Traditional, Roth or SEP IRA
IRA Application − Traditional or Roth IRA (Contribution)
  • Open a Dodge & Cox Funds IRA and fund with a contribution.
    Please note, this type of account can be opened online
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 Your Account
IRA Options Form
  • Update your bank information
  • Add telephone and internet privileges to your account
  • Change your name on the account
  • Add an Automatic Investment Plan (AIP)*
  • Elect document e-delivery*
*Update available online
IRA Beneficiary Designation Form
  • Designate a beneficiary or change the beneficiary designation on your existing Dodge & Cox Funds IRA
Transfer, Convert, or Redeem Shares
IRA Transfer of Assets / Rollover Request Form
  • Transfer assets from a non-Dodge & Cox Funds traditional or Roth IRA to an existing Dodge & Cox Funds traditional or Roth IRA (You cannot use this form to convert assets from your Dodge & Cox Funds traditional IRA to a Roth IRA)
  • Request a rollover from your employer-sponsored retirement plan
IRA Recharacterization Form
  • Recharacterize all or part of an IRA conversion or contribution that you made into a Dodge & Cox Funds IRA
IRA Conversion Form
  • Convert your existing Dodge & Cox Funds traditional IRA to a Roth IRA
IRA Required Minimum Distribution Election Form
  • Make a Required Minimum Distribution election for your Dodge & Cox Funds IRA
IRA Distribution Request Form
  • Download this form to make one or more distributions from your existing Dodge & Cox Funds traditional or Roth IRA
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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