Instructions For Gifting Shares Page 2

ADVERTISEMENT

Gift of Shares Form
D o d g e
D o d g e
C o x F u n d s
C o x F u n d s
&
&
®
®
Print
(Do not use for an IRA)
Clear Form
MAILING
Regular Mail:
Express, Certified, or Registered Mail:
ADDRESS
Dodge & Cox Funds
Dodge & Cox Funds
c/o Boston Financial Data Services
c/o Boston Financial Data Services
P.O. Box 8422
30 Dan Road
Boston, MA 02266-8422
Canton, MA 02021-2809
For more information, call 800-621-3979 or visit the Funds’ website at
PART 1
CURRENT ACCOUNT
INFORMATION
Name/Account Registration
Name/Account Registration
Social Security Number/Taxpayer Identification Number
Fund
Account Number
(
)
Contact Phone Number
Extension
Email Address
PART 2
Gift to: (check one box only)
GIFT
A new Dodge & Cox Funds account. Attach a completed
for recipient.
Account Application
INSTRUCTIONS
An existing Dodge & Cox Funds account.
Name of Recipient
Fund
Account Number
Gift the amount indicated below: (check one box only)
Gift percentage of account:
% (if entire account, write 100%)
Gift dollars:
$
Gift shares:
#
If the current cost basis method is Specific Lot Identification and the gift is less than 100%, attach separate
instructions listing specific share lots to gift.
1 of 2
11/ 13 d
c g ift
gif t o f s ha re s f or m
p a g e
&

ADVERTISEMENT

00 votes

Related Articles

Top 20 Happy Easter Cards And Gift Tags To Download For Free
Top Ten Easter Arts And Crafts Activities For Your Kids
Free Easter Coloring Pages And Easter Printables For Your Kids

Related forms

Delaware Form 500-i - Delaware Gift Tax Return Instructions (for Gifts Made After Dec 31, 1981) Delaware Form 500-i - Delaware Gift Tax Return Instructions (for Gifts Made After Dec 31, 1981) Financial
Instructions For Arizona Schedule K-1 (nr) (form 141az) - Nonresident Beneficiary's Share Of Income And Share Of Fiduciary Adjustment - 2014 Instructions For Arizona Schedule K-1 (nr) (form 141az) - Nonresident Beneficiary's Share Of Income And Share Of Fiduciary Adjustment - 2014 Financial
Instructions For 2014 Form 6cs - Sharing Of Research Credits For Combined Group Members Instructions For 2014 Form 6cs - Sharing Of Research Credits For Combined Group Members Financial
Instructions For 2015 Form 6cs - Sharing Of Research Credits For Combined Group Members Instructions For 2015 Form 6cs - Sharing Of Research Credits For Combined Group Members Financial
Instructions For 2010 Form 4cs: Sharing Of Research Credits For Combined Group Members Instructions For 2010 Form 4cs: Sharing Of Research Credits For Combined Group Members Financial
Instructions For Form 4852 - Substitute For Form W-2, Wage And Tax Statement, Or Form 1099-r, Distributions From Pensions, Annuities, Retirement Or Profit-sharing Plans, Iras, Insurance Contracts, Etc. Instructions For Form 4852 - Substitute For Form W-2, Wage And Tax Statement, Or Form 1099-r, Distributions From Pensions, Annuities, Retirement Or Profit-sharing Plans, Iras, Insurance Contracts, Etc. Financial
Instructions For Preparation Of Tax Return For Assessment Of Shares Of Domestic Corporations Instructions For Preparation Of Tax Return For Assessment Of Shares Of Domestic Corporations Financial
Instructions For Form Ct-709ext - Application For Extension Of Time To File Connecticut Gift Tax Return Instructions For Form Ct-709ext - Application For Extension Of Time To File Connecticut Gift Tax Return Financial
Instructions For Florida Supreme Court Approved Family Law Form 12.905(a), Supplemental Petition To Modify Parentalresponsibility, Visitation Or Parenting Plan/ Time-sharing Schedule And Other Relief (11/15) Instructions For Florida Supreme Court Approved Family Law Form 12.905(a), Supplemental Petition To Modify Parentalresponsibility, Visitation Or Parenting Plan/ Time-sharing Schedule And Other Relief (11/15) Legal
Instructions For Forms 1099-r And 5498 - Distributions From Pensions, Annuities, Retirement Or Profit-sharing Plans, Iras, Insurance Contracts, Etc. And Ira Contribution Information - Irs - 2017 Instructions For Forms 1099-r And 5498 - Distributions From Pensions, Annuities, Retirement Or Profit-sharing Plans, Iras, Insurance Contracts, Etc. And Ira Contribution Information - Irs - 2017 Financial

Related Categories

Parent category: Letters
Download
Go
Page of 3