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.
You should periodically review beneficiary designations, but especially whenever you have a life change, such as:
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.
©2020 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.