The Oakmark Funds

FORMS

Form Name	Description
New Account Registration Form	Open a new (non-IRA) account.
IRA Application	Open a new Traditional or Roth IRA.
IRA Transfer of Assets Form	Use this form with your IRA Application when transferring a Traditional or Roth IRA from another institution. Also, use this form with your IRA Application to rollover all or part of your retirement plan from your former employer if you are retiring or changing jobs.
IRA Distribution Form	Use this form to request an IRA Distribution.
Add-A-Fund Form	Open an additional account with identical account registration.
Education Savings Account Application (formerly Education IRA)	Set up an Education Savings Account to save for a child's college education.
Education Savings Account Transfer of Assets Form	Use this form with your Education Savings Account (ESA) Application when transferring an ESA from another institution.
Shareholder Services Form	Use this form to add or change the following account services: * Address * Social Security or Tax ID Number * Electronic Transactions * Bank Information * Distribution Options * Systematic Withdrawal Plan * Automatic Investment Plan
Name Change Request	Update your account registration to reflect a name change.
Change of Beneficiary Form	Designate or change your IRA beneficiary.
Check Writing Signature Form	Use this form to establish check writing privileges for your Oakmark Goldman Sachs Portfolio Money Market Account.
Transfer on Death Form	Use this form to indicate the person(s) to whom your non-IRA assets should be paid in the event of your death.
Payroll Deduction Application	Existing shareholders can elect to have fund contributions deducted from their payroll.
Power of Attorney	Use this form to give a person Power of Attorney authorization for your account.

Make any checks payable to: The Oakmark Funds
Mail to: The Oakmark Funds, P.O. Box 219558, Kansas City, MO 64121-9558

For more information on The Oakmark Funds, including a prospectus which explains management fees and expenses and the special risks of investing in the Funds, please call 1-800-OAKMARK. Click here to view the prospectus on-line. Please read it carefully before investing. An investor should consider a fund�s investment objectives, risks, and charges and expenses carefully before investing. This and other information about the Funds are contained in the Funds' prospectus.

OAKMARK, OAKMARK FUNDS, OAKMARK INTERNATIONAL, and OAKMARK and tree design are trademarks owned or registered by Harris Associates L.P. in the U.S. and/or other countries.

Copyright 2008, Harris Associates Securities L.P., Distributor, Member FINRA.