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 Login: heartlandtrust
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Fund Transfer Form Menu I
 
Employer:
Employee Information
First Name:    Last Name:  
Address:    City:   State:    Zip: 
Phone:   Fax:
Email:  
Social Security Number - Last Four Digits:
Transfer from:      
Name Percentage   Amount
% / $
% / $
% / $
 % / $
 % / $
Transfer to:      
Name Percentage   Amount
Federated Capital Preservation Fund % / $
Federated Total Return Bond Fund % / $
Dodge & Cox Balanced Fund % / $
Vanguard S&P 500 Index Fund % / $
Dodge & Cox Stock Fund % / $
Vanguard Primecap Fund % / $
Fidelity Independence Fund % / $
Vanguard Health Care Fund % / $
T. Rowe Price Mid-Cap Growth Fund % / $
Fidelity Adv Value Fund % / $
Templeton Growth A Fund % / $
Templeton Inst'l Foreign Fund % / $
NOTE: Your choices must equal 100%.