Transfer or Rollover a 401k or IRA into a New Heartland Funds IRA Account

Transfers and rollovers cannot be processed online. However, our Shareholder Services Team can answer questions about the process for rolling over a 401k and transferring a traditional or Roth IRA into a Heartland Funds IRA account.

How to Rollover a 401k From Another Financial Institution

1. Complete the IRA account application form
2. Complete the IRA transfer/rollover form (pdf)
3. Mail both forms and a copy of a recent statement from your current financial institution 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

4. Call the Heartland Shareholder Services Team at 800-432-7856 between 8 a.m. and 7 p.m. CT, Monday to Friday, to obtain your Heartland Funds account number, which you may need in order to complete your current financial institution’s rollover form
5. Mail or fax your current financial institution’s rollover form as instructed

Heartland will receive a check from your current financial institution to fund your new account.