Heartland Advisors

Change Your Dividend and Capital Gain Election

Unless you change your election, Heartland automatically will reinvest any dividends and capital gains in the Fund from which they were generated.

Desired Election


How to Change

Automatically reinvest dividends and capital gains in the Fund from which they were generated   Default method used by Heartland Funds, no action required
Receive a check   Call the Heartland Shareholder Services Team at 800-432-7856 between 8 a.m. and 7 p.m. CT, Monday to Friday, to verbally change your election
Receive a direct deposit to a bank account   Complete the account maintenance form (pdf)
Invest in another Heartland Fund  

Complete the account maintenance form (pdf) and mail to one of the addresses below:

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


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.