Fund Literature, Applications and Forms Prospectus and IRA Booklets | Forms | Fund Reports PROSPECTUS AND IRA BOOKLETS Prospectus and IRA Booklets Viewing Options Oakmark Funds Prospectus HTML or .PDF       - Statement of Additional Information (SAI) .PDF Oakmark Units Federal Portfolio (Money Market) Prospectus .PDF       - Statement of Additional Information (SAI) .PDF IRA Booklet HTML or .PDF Coverdell Education Savings Account Booklet HTML or .PDF To request that literature be sent by U.S. Mail, click here. It is necessary to have the Adobe Acrobat Reader for viewing PDF files. Click here to download and for installation instructions. 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 Fund Reports You can find historical information, including manager letters, in our quarterly fund reports. A single report contains all funds. SEARCH WITHIN REPORTS   Year 1st Quarter Semi-Annual 3rd Quarter Annual 2008 HTML  .PDF HTML  .PDF HTML  .PDF N/A 2007 HTML  .PDF HTML  .PDF HTML  .PDF HTML  .PDF 2006 HTML  .PDF HTML  .PDF HTML  .PDF HTML  .PDF 2005 HTML  .PDF HTML  .PDF HTML  .PDF HTML  .PDF 2004 HTML  .PDF HTML  .PDF HTML  .PDF HTML  .PDF 2003 HTML  .PDF HTML  .PDF HTML  .PDF HTML  .PDF 2002 HTML  .PDF HTML  .PDF HTML  .PDF HTML  .PDF 2001 HTML  .PDF HTML  .PDF HTML  .PDF HTML  .PDF 2000 HTML  .PDF HTML  .PDF HTML  .PDF HTML  .PDF 1999 HTML HTML HTML HTML  .PDF 1998 HTML HTML HTML HTML 1997 HTML HTML HTML HTML 1996 N/A N/A N/A HTML 1995 N/A N/A N/A HTML • Oakmark Small Cap Fund 2004 Annual Report It is necessary to have the Adobe Acrobat Reader for viewing PDF files. Click here to download and for installation instructions.