What documents are required to transfer shares of an Individual, non-retirement or Joint account to a new account owner due to divorce?
To transfer shares of an Individual, non-retirement or Joint account to a new account owner, Harbor Funds requires the following: • A completed New Account Application for the new account holder, and one of the following: • A clear and complete letter of instruction signed by the shareholder; The letter of instruction should include the registered account name, account number and a description of your request. A Medallion Signature Guarantee is required if the request is for a Joint registration shares transfer.
