Change Your Beneficiary Designation

Your beneficiary designation determines who receives the proceeds from your account at death. It trumps other legal documents or stated intentions.

Call the Shareholder Services Team at 800-432-7856 between 8 a.m. and 7 p.m. CT, Monday to Friday.

Depending on the type of account you have, complete either the:
- Regular account maintenance form
- IRA account maintenance form
Mail to one of the following:

U.S. Postal Service
Heartland Funds
P.O. Box 219942
Kansas City, MO 64121-9942

Overnight Service
For the overnight mailing address,
please call Investor Services at
1-800-432-7856

You should periodically review beneficiary designations, but especially whenever you have a life change, such as:

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.

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