Change Your Dividend and Capital Gain Election

Unless you change your election, Heartland automatically will reinvest any dividends and capital gains in the Fund from which they were generated.

Desired Election

 

How to Change

Automatically reinvest dividends and capital gains in the Fund from which they were generated   Default method used by Heartland Funds, no action required
Receive a check   Call the Heartland Shareholder Services Team at 800-432-7856 between 8 a.m. and 7 p.m. CT, Monday to Friday, to verbally change your election
Receive a direct deposit to a bank account   Complete the account maintenance form (pdf)
Invest in another Heartland Fund  

Complete the account maintenance form (pdf) and mail to one of the addresses below:

U.S. Postal Service
Heartland Funds
P.O. Box 177
Denver, CO 80201

Overnight Service
Heartland Funds
c/o ALPS Fund Services
1290 Broadway, Suite 1100
Denver, CO 80203

 

Who to Contact with Questions

Contact the Shareholder Services Team at 800-432-7856, or send an email. The Team is available 8 a.m. to 7 p.m. CT, Monday to Friday.

Account Information

Heartland Funds Account Information Icon

©2017 Heartland Advisors | 789 N. Water Street, Suite 500, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual Investors: 800-432-7856

The Heartland Funds are distributed by ALPS Distributors, Inc.

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