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Guide Name & Function PDF Mail Email
Regular Accounts
Funds' Privacy Notice
  • Review the Dodge & Cox Funds' policies concerning the collection and handling of personal information
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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 UMB Bank, n.a. Privacy Notice)
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IRA Rollover Guide
  • Get assistance with rolling over assets to a Dodge & Cox Funds IRA
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IRA Custodian Privacy Notice
  • Review the Dodge & Cox Funds IRA custodian's policies concerning the collection and handling of personal information
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Taxes
Dodge & Cox Funds’ 2020 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
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Dodge & Cox Funds’ 2020 Supplemental Tax Reporting Information
  • Discusses distributions from the Funds and other data that may assist shareholders with tax reporting
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Dodge & Cox Funds’ 2020 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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