Get Step 2 Step 1 - Harbor Funds

Completing the Step 2 Step 1 - Harbor Funds form is essential for individuals who need to grant power of attorney due to incapacity. This guide will walk you through each section of the form, ensuring that you can fill it out accurately and efficiently.

Follow the steps to properly complete your Harbor Funds form.

1. Click ‘Get Form’ button to access the form in an editable format.
2. Begin by filling out the account owner information. Provide the first name, middle initial, last name, social security number, and date of birth in the specified fields.
3. Continue providing the account owner's street address, city, state, zip code, daytime and evening telephone numbers, and email address. Indicate whether the account owner is a U.S. citizen or resident alien.
4. If applicable, fill in information for a joint account owner using the same format as above. Include necessary details such as name, social security number, and contact information.
5. List the account numbers for the Harbor Funds accounts to which the power of attorney applies. Ensure all account titles are identical.
6. Select the level of authority granted to the Attorney-in-Fact. Choose between Limited Power of Attorney (LPOA) or Full Power of Attorney (FPOA), and confirm the selection aligns with the intended authority.
7. Provide the Attorney-in-Fact's information, including their name, birth date, social security number, address, and contact details. Request duplicate account statements if desired.
8. Review the governing law and terms & conditions sections. Acknowledge the role of Harbor Funds and understand your responsibilities in the agreement.
9. Have the Attorney-in-Fact sign and date the form. Ensure their signature is notarized as per the requirements.
10. Finally, submit the completed form by mailing it to the respective addresses provided for standard or overnight delivery.

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