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 Documentation||Legal Documents|
|3 years Personal Tax returns||Business licenses and registrations required for conducting business|
|3 years Business Tax Returns||Articles of Incorporation|
|Schedule K||Copies of contracts the member may have with any third parties|
|Personal Financial Statement||Franchise agreements|
|Transcript of Tax Return||Commercial leases|