How to Apply

To apply for a business loan, you must have a business savings account with American Heritage Federal Credit Union. Open an American Heritage business account now.

Depending on a loan's specific requirements, the member may be required to submit one or more of the following legal documents. Additional information may be needed after initial review. Once required documents are obtained please call a Business Representative at (215) 969-0777  or (800) 342-0008  to complete the loan process.

Financial and legal documents needed to apply for a business loan
Financial DocumentationLegal Documents
3 years Personal Tax returnsBusiness licenses and registrations required for conducting business
3 years Business Tax ReturnsArticles of Incorporation
Schedule KCopies of contracts the member may have with any third parties
Personal Financial StatementFranchise agreements
Transcript of Tax ReturnCommercial leases
Rent Roll

Download Checklist

Download Application