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Print and Complete the Account Application |
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Additional forms, such as to transfer retirement assets, are available.
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Send the Application to Us if Investing through the Mail |
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Mail your completed and signed application and check to:
The Oakmark Funds
P.O. Box 219558
Kansas City, MO 64121-9558
Please Note:
If you are applying for the Automatic Investment Plan, you must also send a check marked
"void" or a deposit slip from your bank account.
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| Please note that we do not accept cash, drafts, starter checks, third party checks, or checks drawn on banks outside the United States. To find out how to open an account with Oakmark using a payment method other than a personal check, please see the
How To... section, read the prospectus or, call 1-800-OAKMARK.
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