Online Forms & Applications
Whether you're applying for a business loan, a better HELOC rate or a career opportunity, you'll find it all right here.
Commercial Business Loan Application
Looking at a piece of commercial real estate? Need a business loan to help manage cash flow? Use this form.
Personal Financial Statement
Use this form to provide the important details we need to process your business loan, new home construction loan and more.
Consumer Loan Application
Complete this form to apply for automobile finance, boat, ATV or RV loan or general-purpose personal loan.
Employment Application
Looking for a career opportunity where you can make a meaningful difference in our community?
Refinance/Purchase Checklist
Ready to apply for a mortgage or refinance for a better rate? Check off this list of every item you'll need.
Overdraft Services Consent Form
Learn what you need to know about overdrafts and overdraft fees and extend coverage to debit card purchases with this form.
Direct Deposit Form
Once you open a checking account or savings account, you're ready to set up direct deposit with this form.
Community Support Request Form
Nonprofits seeking financial and social resources and other types of support, we're here for you. Use this form to apply.
Half-Court Shot Rules & Disclaimer
Mortgage Loans
Discover the Heritage Bank & Trust difference, starting with local loan decisions made right where you are.
Financial Wellness
Make smart, secure money moves – online or on the go – with these tips on safeguarding your financial health.
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