ContactApplications, Forms & Guides
Applications, Forms & Guides
Open and Manage Your Account Online
Use Harbor's Online Account Access to get the fastest, most secure access to your account. Virtually all transactions and account options are available online.
DocuSign Makes Electronic Forms Easy
Any form below with the bright yellow DocuSign icon next to it is DocuSign-enabled. That means you can complete and submit the form electronically, quickly and securely, even without a Harbor Online Account.
Regular Accounts
Form/Application Name
PDF
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Docusign
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Account Transfer
New Account Application
Cost Basis Election
Transfer On Death
Corporate/Organization Resolution
n/a
Certification of Beneficial Owner(s)
Account Management
Form/Application Name
PDF
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Docusign
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Additional Investments
Account Services
Automatic Transactions
Beneficiary Identification for Beneficiaries
n/a
Beneficiary Identification for Executors
n/a
Payroll Deduction
Power of Attorney Authorization
n/a
Power of Attorney Verification for Incapacitated Person
n/a
Letter of Instruction
Form W-9
Form W-8BEN
Form W-8BEN Instructions
n/a
Form W-8BEN-E
Form W-8BEN-E Instructions
n/a
Form W-8IMY
Form W-8IMY Instructions
n/a
Retirement Accounts
Form/Application Name
PDF
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Docusign
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View/Download
IRA Account Application
IRA Disclosure Statement & Custodial Agreement
n/a
Harbor Funds Privacy Policy
n/a
IRA Beneficiary Designation
IRA Distribution Request
Roth IRA Conversion
Recharacterization of IRA Contribution
IRA Withholding Options
Shareholder Guides
Form/Application Name
PDF
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Docusign
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Harbor Funds 1099-R Tax Guide
n/a
Harbor Funds 1099-DIV/B Tax Guide
n/a
Medallion Signature Guarantee Instructions
n/a
Harbor Funds List
n/a