Joint Tenant An account that is owned by two or more people, with each party owning an equal interest. Oakmark Funds assumes “Rights of Survivorship” and will register all joint accounts as Joint Tenant with Rights of Survivorship (JT WROS). If you want your account registered in another form of joint ownership, you may only establish your new account by mail. (Note: Louisiana does not recognize JT WROS. Accounts for Louisiana residents are set up as Tenants in Common or Community Property, and must be established by mail.)
Open a new Joint Tenant Account - Registration Checklist In order to complete the account registration process, you will need to have certain personal financial information available to you. Please review and print this checklist before you begin. Open Account
Each joint owner's Social Security Number.
The names of the Oakmark funds in which you want to invest. (Click here for an overview of the Oakmark Funds.)
Your Bank Account Number (either checking or savings, whichever you prefer).
Your Bank's Routing Number - See below for an example of where to find your bank's routing number.
