You will find a complete discussion of the options and their requirements in each Funds' prospectus. Forms for each of the options may be ordered by email, online, or by calling 1-800-432-7856.
Dividend Reinvestment
You may automatically reinvest all dividends and capital gain distributions to purchase additional shares in your fund, or receive a check for them.
Also, you may split your dividend and capital gains. For example, capital gains may be reinvested and dividends paid out to you. You may change your election at any time by calling the Shareholder Services department at 1-800-432-7856, or in writing to Heartland Funds:
US Postal Service:
Heartland Funds
P.O. Box 177
Denver, CO 80201-9971
Express Courier:
Heartland Funds
c/o ALPS Fund Services
1290 Broadway, Suite 1100
Denver, CO 80203
Internet and telephone options
Internet:
Log into your account at www.heartlandfunds.com
Telephone:
Call a representative at 1-800-432-7856
Hours: 8 a.m. and 7 p.m. CST, Monday - Friday
Purchase
If you have already opened an account with Heartland Funds and established your bank account information on file, you may request a purchase of shares by authorizing the amount be drafted from your bank account.
In order to purchase by telephone or over the Internet, you must add these purchase options to your existing account by completing the Account Maintenance Form .
Generally, purchases will be made at the next determined closing price after instructions are received. Transactions will be canceled if Heartland cannot draft from your bank account.
Exchange
The exchange option allows you to move shares from one Heartland Fund into another Heartland Fund.
Shares may be moved to:
- An existing, identically registered account
- A new, identically registered account
You may select the exchange option:
- When opening your account
- By completing the necessary forms
For a complete discussion of the exchange option, read the Funds' prospectus.
Automatic Investment Plan
You may make regular, systematic investments into your Heartland Funds account. The investment must be at least $50 from your bank checking account.
To purchase shares by automatic investment, complete the automatic investment section of:
Automatic Investment plans may be established for a minimum of $50 per bank draft.
Heartland must receive the necessary form and a "voided" check at least 14 business days before the first transfer. Please read the Funds' prospectus for more information on the Automatic Investment Plan.
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