Request a Duplicate Statement for an Interested Party

Duplicate statements can automatically be sent to other parties with an interest in your financial well-being.

Request a Duplicate Statement by Phone

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

Request a Duplicate Statement by Mail

1. Depending on the type of account you have, complete either the:
   • Regular account maintenance form
   • IRA account maintenance form
2. Mail the form 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