How to name beneficiaries and fund a trust at Dodge & Cox
Covers 7 investment, and 7 retirement accounts — beneficiaries can be managed online
Client Services (shareholder servicing for direct-held Fund accounts, operated by the Funds' transfer agent SS&C GIDS, Inc.)
Phone(800) 621-3979
Mailing Address
Dodge & Cox Funds, P.O. Box 219502, Kansas City, MO 64121-9502
Private Client Services
WebsiteLearn more→
Inheritance & Estate Services
Phone(800) 621-3979
Mailing Address
Dodge & Cox Funds, P.O. Box 219502, Kansas City, MO 64121-9502
WebsiteLearn more→
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)
Phone(800) 621-3979
Toll-Free(800) 621-3979
Mailing Address
Dodge & Cox Funds, P.O. Box 219502, Kansas City, MO 64121-9502 (Express: 801 Pennsylvania Ave, Suite 219502, Kansas City, MO 64105-1307)
WebsiteNotify online→
Verified Jul 2026
Preparing your Dodge & Cox investment accounts for estate transfer involves two primary strategies: designating beneficiaries on individual accounts and, where supported, retitling accounts into a revocable living trust. Both approaches bypass probate, but they work differently depending on the account type.
Across 14 product types, Dodge & Cox investment accounts vary in how they transfer at death. The sections below walk through Transfer on Death (TOD) designations, trust funding options, and which products support each method.
Dodge & Cox Stock FundDodge & Cox Global Stock FundDodge & Cox International Stock FundDodge & Cox Emerging Markets Stock FundDodge & Cox Balanced FundDodge & Cox Income FundDodge & Cox Global Bond Fund
1
Log in to your account at https://www.secureaccountview.com/BFWeb/clients/dodgeandcox/index
2
Navigate to account services to update beneficiaries on IRA accounts
3
For taxable accounts, the Transfer on Death (TOD) Beneficiary Designation Form must be completed and submitted by mail
Required Documents
- Trust name, date established, and tax ID (EIN or SSN)
Special Requirements
- IRA accounts and taxable accounts use separate beneficiary designation forms
- TOD beneficiary designations are available only for individual and joint-tenant (WROS) taxable accounts; the transfer agent does not register TOD for tenants-in-common, community property, or non-natural persons (corporations, trusts, associations)
- A trust can be named as IRA beneficiary; for taxable accounts, a trust cannot be a TOD beneficiary -- retitle the account to the trust instead
- IRA beneficiary designations should be reviewed after major life events (marriage, children, retirement)
- Beneficiary updates replace all existing beneficiaries on the account
Sources
Data sourced from Dodge & Cox primary sources (16 pages reviewed). How we research.
Download these Dodge & Cox instructions
Download instructions for the whole estateA printable PDF with the steps, required documents, and contact details — verified against Dodge & Cox primary sources. Bring it to the branch or keep it beside the phone.
Client Services (shareholder servicing for direct-held Fund accounts, operated by the Funds' transfer agent SS&C GIDS, Inc.)
Phone(800) 621-3979
Mailing Address
Dodge & Cox Funds, P.O. Box 219502, Kansas City, MO 64121-9502
Private Client Services
WebsiteLearn more→
Inheritance & Estate Services
Phone(800) 621-3979
Mailing Address
Dodge & Cox Funds, P.O. Box 219502, Kansas City, MO 64121-9502
WebsiteLearn more→
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)
Phone(800) 621-3979
Toll-Free(800) 621-3979
Mailing Address
Dodge & Cox Funds, P.O. Box 219502, Kansas City, MO 64121-9502 (Express: 801 Pennsylvania Ave, Suite 219502, Kansas City, MO 64105-1307)
WebsiteNotify online→
Verified Jul 2026
Estate planning articles
Learn how to protect your Dodge & Cox accounts and other assets with trusts, beneficiary designations, and estate planning documents.
