Harbor Funds | Applications & Forms

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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Applications
 New Account Application (559KB)
 IRA Adoption Agreement (409KB)
 IRA Custodial Agreement (329KB)
 Additional Investment Form (213KB)
 Harbor Fund Numbers and Ticker Symbols (178KB)
Account Maintenance
 Account Maintenance Form (287KB)
 Additional Investment Form (213KB)
 IRA Beneficiary Designation Form (239KB)
 Transfer on Death Registration (250KB)
 Form W-9 (256KB)
 Form W-9 Instructions (60KB)
 Automatic Transactions Form (495KB)
 Money Market Checkwriting Form (91KB)
 Power of Attorney Verification Form (206KB)
 Power of Attorney & Indemnification Form (210KB)
 Corporate Resolution (215KB)
Retirement Accounts
 IRA Beneficiary Designation Form (239KB)
 IRS Guide to Small Business Retirement -- SEP, SIMPLE, Qualified Plans (1157KB)
 IRA Adoption Agreement (409KB)
 Rollover Request Form -- Qualified Retirement Plan (385KB)
 Harbor IRA Fund Details (122KB)
 IRA Required Minimum Distribution Request Form (479KB)
 Form 5305-SEP Retirement Account Agreement (54KB)
 IRA Recharacterization Form (216KB)
 IRS Guide to Individual Retirement Accounts (IRA) (1792KB)
 IRA Conversion Form -- Traditional to Roth (324KB)
 IRA Asset Transfer Authorization (284KB)
 Request for IRA Distribution (490KB)
 IRA Custodial Agreement (329KB)
 IRA Withholding Form (208KB)
 State Street IRA Privacy Notice (101KB)