Dodge & Cox Funds : Retirement

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If you are nearing retirement, we can help you.

THINGS FOR YOU TO CONSIDER:
Please review the list of considerations and locate the corresponding service forms towards the bottom of the page. Forms are grouped by those applicable to IRAs, and those applicable to regular investment accounts.

OPEN A NEW ACCOUNT
The Dodge & Cox Funds have a variety of account options for investors who are moving into retirement.

UPDATE ACCOUNT OWNERSHIP AND BENEFICIARY DESIGNATIONS
For your IRA, review your current beneficiary designations to ensure they reflect your wishes. For taxable investment accounts, review your account registration and consider if a change is needed, or review if you would like to add account beneficiaries through a Transfer on Death" designation.

ROLL OVER YOUR ASSETS INTO AN IRA
Dodge & Cox Funds offer rollover IRAs and Roth IRAs if you would like to consolidate retirement assets from your previous employer-sponsored retirement plans.

START A SYSTEMATIC WITHDRAWAL PLAN (SWP)
Setting up automatic withdrawals will redeem shares from your Dodge & Cox Funds accounts on a preset schedule so that you can receive proceeds through recurring bank transfers.

ESTABLISH A PLAN FOR REQUIRED MINIMUM DISTRIBUTIONS
Once you turn 70 ½, you will need to begin taking required minimum distributions (RMDs) from your retirement accounts. We can assist you with establishing RMDs for your Dodge & Cox Funds IRAs, or help you invest a distributed amount into a taxable Fund account.

If you have any additional questions, please call a Dodge & Cox Funds Client Services Representative at 800-621-3979.

If you require specific information concerning your individual financial situation, please consult with a financial planner or tax advisor. Dodge & Cox Funds do not offer financial planning or tax advice.

IRA Forms	\|	Regular Account Forms

Form Name & Function	Online	PDF	Mail	Email

Open an IRA


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.
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 IRA


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 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
IRA Qualified Charitable Distribution Request Form Request a Qualified Charitable Distribution from your Dodge & Cox Funds IRA to a 501(c)(3) charity
IRA Inheritance Form Request a transfer of shares due to inheritance.

Open an Account


Account Application for Individuals 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. Investors can also open these accounts online, with the exception of personal trusts. Do not use this form for an IRA.

Update Your Account


Account 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)* Add an Automatic Redemption Plan* Elect document e-delivery* *Update available online
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 (minor reaches age of majority) Change the custodian of an UGMA/UTMA account.
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
Indemnification Agreement for Power of Attorney Registration Appoint an Attorney-in-fact authorized to act on your behalf for your account(s)

Can't find the form that you are looking for? Click here for a detailed list of all available forms. If you have questions about the difference of certain account types, visit our FAQ page.

need more help?

Reach our Service Center at
800-621-3979