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 PDF
Account Transfer Form 
New Account Application 
Cost Basis Election Form 
Transfer on Death 
Money Market Checkwriting Form 
Corporate/Organization Resolution 
Certification of Beneficial Owner 
Account Management PDF
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-8BEN 
Form W-8BEN Instructions 
Form W-8BEN-E 
Form W-8BEN-E Instructions 
Form W-8IMY 
Form W-8IMY Instructions 
Retirement Accounts PDF
Account Transfer Form 
IRA Account Application 
IRA Disclosure Statement & Custodial Agreement 
State Street IRA Privacy Notice 
IRA Beneficiary Designation Form 
IRA Distribution Request (including RMDs) 
Roth IRA Conversion 
Recharacterization of IRA Contribution 
IRA Withholding Options 
Shareholder Guides PDF
Harbor Funds 1099-R Tax Guide 
Harbor Funds 1099-DIV/B Tax Guide 
Medallion Signature Guarantee Instructions 
Harbor Funds List