Harbor Funds | Applications, Forms & Guides

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
 New Account Application (376KB)
 Cost Basis Election Form (229KB)
 Transfer on Death (128KB)
 Money Market Checkwriting Form (125KB)
 Corporate/Organization Resolution (126KB)
Account Management
 Additional Investments (131KB)
 Account Services (171KB)
 Automatic Transactions (173KB)
 Power of Attorney Authorization (128KB)
 Power of Attorney Verification for Incapacitated Person (131KB)
 Letter of Instruction (109KB)
 Form W-9 (84KB)
 Form W-9 Instructions (146KB)
Retirement Accounts
 IRA Account Application (621KB)
 IRA Custodial Agreement (329KB)
 State Street IRA Privacy Notice (468KB)
 IRA Beneficiary Designation Form (137KB)
 IRA Transfer (153KB)
 Rollover Request From Qualified Retirement Plan (147KB)
 IRA Distribution Request (195KB)
 IRA Required Minimum Distribution (200KB)
 Roth IRA Conversion (122KB)
 Recharacterization of IRA Contribution (119KB)
 IRA Withholding Options (112KB)
Shareholder Guides
 Medallion Signature Guarantee Instructions (120KB)
 Interactive Phone System Instructions (67KB)
 Harbor Fund List (209KB)