Transfer a Coverdell ESA into a New Heartland Funds Coverdell Account

Transfers cannot be processed online. However, our Shareholder Services Team can answer questions about the process for transferring a Coverdell ESA into a Heartland Funds Coverdell account.

How to Transfer a Coverdell ESA from Another Financial Institution

  1. Complete the Coverdell ESA account application form
  2. Complete the Coverdell ESA transfer/rollover form
  3. Mail both forms 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

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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