Literature and Forms

Quick fundfinder

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

For 2023 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.