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Make check payable to: Oakmark Funds
Oakmark Funds, P.O. Box 219558, Kansas City, MO 64121-9558
For Overnight Delivery:
Oakmark Funds, 330 West 9th Street, Kansas City, MO 64105-1514
Transfer on Death (TOD) Form
Assign beneficiaries to your non-IRA accounts.
Redeem funds from your non-IRA account.
Open a new Traditional, Roth, or SEP IRA.
Transfer a Traditional or Roth IRA from another institution or roll over your retirement plan from your former employer to Oakmark.
Set up an ESA to save for a child's education expenses.
Transfer your ESA from another institution to Oakmark.
Request an IRA distribution.
Designate or change your IRA or ESA beneficiaries.
Convert your existing Oakmark Traditional IRA to an Oakmark Roth IRA.
Take an RMD from your Traditional, SEP, or SIMPLE IRA account (for shareholders age 70 1/2 or older).
Open a new Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) IRA.
Transfer a SIMPLE IRA from another institution to Oakmark.
Add or change account information, systematic transactions, or distribution options.
Make any specific account requests.
Authorize a Power of Attorney for your account.
Certify your Social Security or Tax Identification Number.
Set up systematic investments directly from your payroll.
Establish checkwriting privileges and specify which account owners are authorized signers for checks drawn on your Oakmark Units (money market fund) account.
Provides descriptions of Traditional and Roth IRAs to help you decide which is right for you.
Contains detailed information about ESAs, including rules about contributions and withdrawals.
Describes the rules applicable to maintaining and participating in SIMPLE Individual Retirement Accounts.
This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence.
CUSIP identifiers have been provided by CUSIP Global Services, managed on behalf of the American Bankers Association by Standards and Poor’s Financial Services, LLC, and are not for use or dissemination in a manner that would serve as a substitute for any CUSIP service. The CUSIP Database, © 2011 American Bankers Association. “CUSIP” is a registered trademark of the American Bankers Association.
Investing in value stocks presents the risk that value stocks may fall out of favor with investors and underperform growth stocks during given periods.
Before investing in any Oakmark Fund, you should carefully consider the Fund's investment objectives, risks, management fees and other expenses. This and other important information is contained in a Fund's prospectus and summary prospectus. Please read the prospectus and summary prospectus carefully before investing. For more information, please call 1-800-OAKMARK (625-6275).
OAKMARK, OAKMARK FUNDS, OAKMARK INTERNATIONAL, and OAKMARK and tree design are trademarks owned or registered by Harris Associates L.P. in the U.S. and/or other countries.
Copyright 2018, Harris Associates Securities L.P., Distributor, Member FINRA.
Date of first use: January 24, 2013.