To view the Funds’ SEC filings (including previous shareholder reports), please click here.

For 2024 distribution estimates, please click here.

Download Forms

New Account Application

Custodial Account Agreement

Account Options Form

Redemption Form

Entity Account Application

IRA Application

IRA Transfer Form

Beneficiary Payout Form for IRA Assets

Required Minimum Distribution Form

IRA/Qualified Plan Distribution Request Form

IRA Application (Minor)

Coverdell Education Savings Account Application

Transfer on Death/Paid on Death Designation Form

PRIMECAP Management Company provides Adobe Acrobat versions of the Funds’ literature and forms for your convenience. To open an Acrobat document, you must have the Adobe Acrobat Reader software installed on your computer. The free Acrobat Reader is distributed at Adobe’s website.