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.

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DocuSign Makes Electronic Forms Easy

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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
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Account Transfer
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New Account Application
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Cost Basis Election
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Transfer On Death
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Money Market Checkwriting
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Corporate/Organization Resolution
n/a
Certification of Beneficial Owner(s)
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Account Management

Form/Application Name
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Additional Investments
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Account Services
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Automatic Transactions
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Beneficiary Identification for Beneficiaries
n/a
Beneficiary Identification for Executors
n/a
Payroll Deduction
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Power of Attorney Authorization
n/a
Power of Attorney Verification for Incapacitated Person
n/a
Letter of Instruction
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Form W-9
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Form W-8BEN
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Form W-8BEN Instructions
n/a
Form W-8BEN-E
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Form W-8BEN-E Instructions
n/a
Form W-8IMY
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Form W-8IMY Instructions
n/a

Retirement Accounts

Form/Application Name
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DocuSign View/Download
Account Transfer
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IRA Account Application
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IRA Disclosure Statement & Custodial Agreement
n/a
State Street IRA Privacy Notice
n/a
IRA Beneficiary Designation
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IRA Distribution Request (including RMDs)
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Roth IRA Conversion
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Recharacterization of IRA Contribution
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IRA Withholding Options
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Shareholder Guides

Form/Application Name
PDF View/Download
Harbor Funds 1099-R Tax Guide
Harbor Funds 1099-DIV/B Tax Guide
Medallion Signature Guarantee Instructions
Harbor Funds List