Redeem Shares or Close an Account

How to Make Redemptions from a Regular Account

There are three options for redeeming shares from a regular account:

  1. Call the Heartland Shareholder Services Team at 800-432-7856 between 8 a.m. and 7 p.m. CT, Monday to Friday, to verbally communicate your request
  2. Log into your online account and submit your request electronically
  3. Complete the redemption request form (pdf) and mail to one of the following*:

    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

    *A medallion signature guarantee is required for amounts more than $50,000.

How to Make Redemptions from an IRA Account

Withdrawals from an IRA account may be made on a one-time basis or systematically on a monthly, quarterly, semi-annual, or annual basis.

  1. Complete the IRA distribution form (pdf)*
  2. Mail to one of the following:

    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

    *A medallion signature guarantee is required for amounts more than $50,000.

How to Make Redemptions from a Coverdell ESA Account

  1. Complete the redemption request form (pdf) and mail to one of the following*:

    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

    *A medallion signature guarantee is required for amounts more than $50,000.

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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