Heartland Funds Coverdell ESA Account Transfer/Rollover

By clicking “I Agree,” you consent that you have received and read the Heartland Funds prospectus (pdf), privacy policy, Coverdell ESA account application, and any other materials that may be required in connection with the information you requested on the terms set forth below. You also agree to read and agree to the terms of these documents before investing.

How to Request a Printed Version

To view and print the electronic documents, you will need the free Adobe Acrobat Reader installed on your computer.

If you are unable to download, view, or print any documents, you may request a free printed copy by contacting the Client Relations Team at 800-432-7856 between 8 a.m. and 7 p.m. CT, Monday to Friday.

Duration of Election and Consent

Your consent applies only to this request. If you request additional information you may be required to consent to electronic delivery again.

Consent to Electronic Delivery

I agree to read and accept the terms of these documents before investing, and I understand I will receive the Coverdell ESA disclosure statement and custodial agreement.

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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