Forms and Guides

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.

Use this form to open an account for a corporation, limited liability company, partnership, statutory trust, or other type of entity.

• Consent for electronic delivery.
• Set up automatic trading.
• Change your distribution options.
• Update your bank account information.

• 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.

Certify the list of individuals authorized to act on behalf of a corporation, organization, or partnership for accounts in the Dodge & Cox Funds.

Designate a beneficiary(ies) or change a previously made designation for your individual or joint tenant account in the Dodge & Cox Funds.

Appoint an Attorney-in-fact authorized to act on your behalf for your account(s).

Elect or change a cost basis method for covered shares in your account.

Link related accounts together. After linking your accounts, you’ll receive one quarterly statement for all of your accounts.

Request a redemption from your account(s).

Gift Fund shares to an individual or non-profit organization.

Request a transfer of Fund shares due to inheritance.