Heartland Advisors

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.

How to Verify Your Current Beneficiary Designation

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

How to Update Your Beneficiary Designation

  1. Depending on the type of account you have, complete either the:
  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 1000
    Denver, CO 80203

When to Change Your Beneficiary Designation

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

  • Marriage
  • Divorce
  • Birth of a child
  • Death of a current beneficiary
  • Estate plan changes
  • Creation or change to a will
  • Mental or physical incapacitation of a current beneficiary
  • Change in laws that impact beneficiary designations

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

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©2023 Heartland Advisors | 790 N. Water Street, Suite 1200, 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.