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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
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IRA Application − Traditional or Roth IRA (Contribution)
  • Open a Dodge & Cox Funds IRA and fund with a contribution.
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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
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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
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IRA Beneficiary Designation Form
  • Designate a beneficiary or change the beneficiary designation on your existing Dodge & Cox Funds IRA
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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
  • Request a rollover from your employer-sponsored retirement plan
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IRA Recharacterization Form
  • Recharacterize all or part of an IRA conversion or contribution that you made into a Dodge & Cox Funds IRA
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IRA Conversion Form
  • Convert your existing Dodge & Cox Funds traditional IRA to a Roth IRA
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IRA Required Minimum Distribution Election Form
  • Make a Required Minimum Distribution election for your Dodge & Cox Funds IRA
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IRA Distribution Request Form
  • Download this form to make one or more distributions from your existing Dodge & Cox Funds traditional or Roth IRA
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IRA Qualified Charitable Distribution Request Form
  • Request a Qualified Charitable Distribution from your Dodge & Cox Funds IRA to a 501(c)(3) charity
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IRA Inheritance Form
  • Request a transfer of shares due to inheritance.
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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.
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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.

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