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 
 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
 IRA Account Application 
 IRA Custodial Agreement 
 State Street IRA Privacy Notice 
 IRA Beneficiary Designation Form 
 IRA Transfer 
 Rollover Request From Qualified Retirement Plan 
 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