Prospectuses and Forms

For your convenience, Prospectuses and Account Forms for the Davis Funds are available as PDFs. You can read these documents on-line, using free Adobe Acrobat® software available here.

All documents are the most current available.


  Summary Prospectus Prospectus SAI Semi-Annual Report Annual
Mutual Funds
Variable Annuities

Applications and Forms

  Application - Individuals
  Application - Businesses
  Cost Basis Change Form
  Account Service Form
  Designation of Beneficiary Form
Coverdell Forms
  Coverdell Education Savings Account Application
  Coverdell Education Savings Account Disclosure and Custodial Agreement
IRA Forms
  Roth IRA Conversion Form
  IRA and ESA Transfer of Assets Form
  IRA Application
  IRA Distribution Form
  IRA Required Minimum Distribution Form
  IRA Beneficiary Claim Form - Spouse
  IRA Beneficiary Claim Form – Non-Spouse Individual
  IRA Beneficiary Claim Form - Entity
  IRA Deposit Form
  IRA Disclosure Statement and Custodial Agreement
  Simple IRA Disclosures
  UMB Bank Privacy Notice
Account Forms
  Non-Retirement Change of Ownership Form
  Letter of Instruction Form
  Shareowner Change of Dealer Form
  Broker Change of Dealer Form
403(b) Forms
  403(b) Distribution Request Form
  403(b) Disclosure