Fund Documents & Forms


Open An Account Online

If you are ready to open an account with Harbor Funds, you can complete the entire process online, in just a few minutes. There's no need to print and mail an application, and no need to wait for a check to be processed. Get started online.

Manage Your Account Online

You can also check your balances, buy and sell shares, update your account details, even add and edit your banking information, all online. No need for forms or phone calls. Login and manage your account online.

Questions? Call our Shareholder Servicing Representatives, at 800-422-1050, Monday through Friday, 8:00 a.m. to 6:00 p.m. Eastern time.


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Regular Accounts
 
Account Transfer Form 
 
New Account Application 
 
Cost Basis Election Form 
 
Transfer on Death 
 
Money Market Checkwriting Form 
 
Corporate/Organization Resolution 
Account Management
 
Additional Investments 
 
Account Services 
 
Automatic Transactions 
 
Payroll Deduction 
 
Power of Attorney Authorization 
 
Power of Attorney Verification for Incapacitated Person 
 
Letter of Instruction 
 
Form W-9 
 
Form W-9 Instructions 
 
Form W-8IMY Instructions 
 
Form W-8IMY 
 
Form W-8BEN Instructions 
 
Form W-8BEN 
Retirement Accounts
 
Account Transfer Form 
 
IRA Account Application 
 
IRA Disclosure Statement & Custodial Agreement 
 
State Street IRA Privacy Notice 
 
IRA Beneficiary Designation Form 
 
IRA Distribution Request 
 
IRA Required Minimum Distribution 
 
Roth IRA Conversion 
 
Recharacterization of IRA Contribution 
 
IRA Withholding Options 
Shareholder Guides
 
Medallion Signature Guarantee Instructions 
 
Interactive Phone System Instructions 
 
Harbor Funds List