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Forms and Guides
- Regular Account Forms
- IRA Forms
- Guides
Open an account
Account Application for Individual and Personal Trusts
Use this form to open an individual, joint tenant, custodial account for a minor, or a trust account where the beneficial owner is a person. Looking to open an Individual Retirement Account (IRA)? Use this IRA Account Application(opens in a new tab).
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(opens in a new tab)Account Application for Corporations and Other Entities
Use this form to open an account for a corporation, limited liability company, partnership, statutory trust, or other type of entity.
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(opens in a new tab)Funds' Privacy Notice
Review the Dodge & Cox Funds' policies concerning the collection and handling of personal information.
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(opens in a new tab)Update an account
Account Options Form
- Consent for electronic delivery.
- Set up automatic trading.
- Change your distribution options.
- Update your bank account information.
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(opens in a new tab)Change of Ownership Form
- Change an individual account to a joint tenant account.
- Change a joint tenant account to an individual account.
- Change of / to a trust account.
- Change an UGMA/UTMA account to an individual account (when the minor reaches age of majority).
- Change the custodian of an UGMA/UTMA account.
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(opens in a new tab)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.
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(opens in a new tab)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.
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(opens in a new tab)Indemnification Agreement for Power of Attorney Registration
Appoint an Attorney-in-fact authorized to act on your behalf for your account(s).
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(opens in a new tab)Cost Basis Election Form
Elect or change a cost basis method for covered shares in your account.
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(opens in a new tab)Account Linking Form
Link related accounts together. After linking your accounts, you’ll receive one quarterly statement for all of your accounts.
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(opens in a new tab)Redeem, gift, or transfer shares
Redemption Request Form
Request a redemption from your account(s).
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(opens in a new tab)Gift of Shares Form
Gift Fund shares to an individual or non-profit organization.
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(opens in a new tab)Inheritance Form
Request a transfer of Fund shares due to inheritance.
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We’re here to help.
Call
Call us at +1 800-621-3979
Client resources are available Monday through Friday, 8 a.m. to 7:30 p.m., Eastern Time
For help with:
- General firm and Dodge & Cox Funds information (literature, prospectuses, forms etc.)
- Your Dodge & Cox Funds IRAs, General Investment and Separate Entity accounts
Mail your Dodge & Cox Funds IRA, General Investment and Separate Entity accounts forms and documents.
Regular Mail
Dodge & Cox Funds
P.O. Box 219502
Kansas City, MO 64121-9502
Express Mail
Dodge & Cox Funds
801 Pennsylvania Ave
Suite 219502
Kansas City, MO 64105-1307
Online
Don’t wait for mail delivery. Log into your account(opens in a new tab) to upload respective forms securely to Dodge & Cox.
Search for, download or order literature, forms and account applications.
Find general information, guides, tax forms and more.
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.