Estate planning at Dodge & Cox
How to protect 14 Dodge & Cox accounts — manage beneficiaries online, fund a trust online, and file claims through Dodge & Cox's Inheritance & Estate Services
Client Services (shareholder servicing for direct-held Fund accounts, operated by the Funds' transfer agent SS&C GIDS, Inc.)
Dodge & Cox Funds, P.O. Box 219502, Kansas City, MO 64121-9502
Inheritance & Estate Services
Dodge & Cox Funds, P.O. Box 219502, Kansas City, MO 64121-9502
Client Services -- Inheritance Claims / Death Notification, routed to the Life Events Transition Team (call (800) 621-3979 Option 6 -- Dodge & Cox does not publish a dedicated fax or email for death claims)
Dodge & Cox Funds, P.O. Box 219502, Kansas City, MO 64121-9502 (Express: 801 Pennsylvania Ave, Suite 219502, Kansas City, MO 64105-1307)
Dodge & Cox has 14 investment accounts, each with different rules for what happens when the account holder dies. Of those, 14 can name a trust as beneficiary or be retitled into a trust. The right combination of beneficiary designations and trust ownership can keep the entire portfolio out of probate.
Beneficiary designations at Dodge & Cox can be managed online, by mail, and by phone, typically taking 1-2 weeks by mail. Trust funding is also available, allowing families to retitle brokerage accounts into a trust.
Dodge & Cox has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to manage beneficiaries online, fund a trust online, and review 14 account types at Dodge & Cox.
View details →When someone dies
Death claim process
Contact Dodge & Cox's Inheritance & Estate Services to file a claim. 8-step process, 10 required documents, and contact information for survivors.
View details →Reach Dodge & Cox's Inheritance & Estate Services at (800) 621-3979 for help with any of these procedures.
Frequently asked questions
To open a personal trust account, complete the Account Application for Individual and Personal Trusts online at https://www.secureaccountview.com/BFWeb/clients/dodgeandcox/nasu or download the PDF from the Forms and Guides page. Provide the trust name, date established, trustee information, and tax identification number (grantor SSN for revocable trusts or EIN for irrevocable trusts). Include a Certification of Trust or full trust agreement and government-issued ID for all trustees. To retitle an existing account to a trust, complete the Change of Ownership Form. Call (800) 621-3979 for assistance.
Sources
Data sourced from Dodge & Cox primary sources (16 pages reviewed). How we research.
Client Services (shareholder servicing for direct-held Fund accounts, operated by the Funds' transfer agent SS&C GIDS, Inc.)
Dodge & Cox Funds, P.O. Box 219502, Kansas City, MO 64121-9502
Inheritance & Estate Services
Dodge & Cox Funds, P.O. Box 219502, Kansas City, MO 64121-9502
Client Services -- Inheritance Claims / Death Notification, routed to the Life Events Transition Team (call (800) 621-3979 Option 6 -- Dodge & Cox does not publish a dedicated fax or email for death claims)
Dodge & Cox Funds, P.O. Box 219502, Kansas City, MO 64121-9502 (Express: 801 Pennsylvania Ave, Suite 219502, Kansas City, MO 64105-1307)
Estate planning articles
Learn how to protect your Dodge & Cox accounts and other assets with trusts, beneficiary designations, and estate planning documents.
