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Applications & Forms

Applications

Document
Application for Individuals (Joint, Trust, Custodial)
Application for Businesses

Coverdell Forms

Document
Application for Coverdell Education Savings Account

Please download the Coverdell Education Savings Account Disclosure and Custodial Agreement

Account Forms

Document
Non-Retirement Change of Ownership Form
Designation of Beneficiary Form
Account Service Form
Trusted Contact Form
Letter of Instruction Form
Cost Basis Change Form
Shareowner Change of Dealer Form
Broker Change of Dealer Form

403(b) Forms

Document
403(b) Distribution Request Form
403(b) Custodial Agreement

IRA Forms

Document
Roth IRA Conversion Form
IRA and ESA Transfer of Assets Form
Application for Individual Retirement Account (IRA)

Please download one of the following disclosure and custodial agreements:
Traditional IRA Disclosure Statement and Custodial Agreement
Roth IRA Disclosure and Custodial Agreement
Simple IRA Disclosure and Custodial Agreement

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
UMB Bank Privacy Notice
Mastering the Mental Game of Investing

Mastering the Mental Game of Investing

A video series to help you develop the mindset of a successful investor.

Watch the Series

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Davis Funds
  • Funds
      • Prices
      • Performance
      • Taxes & Distributions
      • New York Venture Fund
      • International Fund
      • Global Fund
      • Financial Fund
      • Opportunity Fund
      • Balanced Fund (formerly Appreciation and Income Fund)
      • Real Estate Fund
      • Government Bond Fund
      • Government Money Market Fund
      • Equity Portfolio (formerly Value Portfolio)
      • Real Estate Portfolio
      • Financial Portfolio
  • SMAs & ETFs
    • Large Cap Value SMA Portfolio
    • All-Cap SMA Portfolio
    • International ADR SMA Portfolio
    • Global ADR SMA Portfolio
    • Davis ETFs
  • Commentary / Videos
    • Manager Commentaries
    • Video Library
  • Education
    • Successful Investing Library
    • Mastering the Mental Game of Investing
    • Wisdom of Great Investors
    • Wisdom of Great Investors – Quotes
  • Resources
    • Resources & Literature
    • Regulatory Documents
    • Applications & Forms
    • How to Invest
    • Taxes & Distributions
    • Retirement Center
  • About
    • About Davis
    • Team
    • Investment Discipline
  • Privacy Statement and Business Continuity
  • Proxy Voting
  • Terms of Use
  • Contact

    Financial Professionals

    Regional Representatives
    800.717.3477
    Dealer Services
    800.440.0334

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    Investor Services
    Email Us
    800.279.0279

    Email service is intended for general fund inquiries only. Absolutely no trading requests (buy, sell or exchange) can be executed via this system. In addition no account maintenance inquiries should be submitted via this system. To ensure your privacy, do not send private or confidential information in your e-mail. This service is not a solicitation for business.

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    Davis Distributors, LLC, 2949 East Elvira Road, Suite 101, Tucson, AZ 85756