How to name beneficiaries and fund a trust at Dodge & Cox
Covers 7 investment, and 7 retirement accounts — beneficiaries can be managed online
Shareholder Services
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→
Inheritance Claims / Death Notification (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 Apr 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 for individual and joint taxable accounts
- A trust can be named as beneficiary on both IRA and TOD accounts
- IRA beneficiary designations should be reviewed after major life events (marriage, children, retirement)
- Beneficiary updates replace all existing beneficiaries on the account
Shareholder Services
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→
Inheritance Claims / Death Notification (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 Apr 2026
Estate planning articles
Learn how to protect your Dodge & Cox accounts and other assets with trusts, beneficiary designations, and estate planning documents.
