Reborrow Payments in Advance
If you would like to apply to reborrow payments in advance on your loan, please complete and submit this form.
Application for Capital Reduction
If you have payments in advance on your home loan, or a personal loan, ask Heritage to capitalise them through Capital Reduction. Simply complete and submit this form.
Amend Offset Account Link
If you wish to create or alter a link between an existing offset account and an existing loan, please complete and submit this form.
Disputed Transactions
If you would like to dispute an EFTPOS, Heritage ATM, non-Heritage ATM, or Visa card transaction, please complete and submit the relevant form.
Identifying yourself to Heritage via Australia Post
When you are required to provide proof of identity to Heritage, but are unable to come into a branch, please complete this form and lodge it at any Australia Post.
Home Loan Application Checklist
This form outlines the things you need to bring with you to your home loan internview including evidence of current income, evidence of savings, details of your financial commitments, details of your assets, proof of identity, solicitor’s details and building plans and approvals.
Personal Loan Application Checklist
This form outlines the things you need to bring with you to your personal loan internview including evidence of current income, details of your financial commitments, proof of identity and so forth.
Selling Your Home
If you are selling your home or a secured property, it’s important to tell us so we can be prepared with all the documentation you need.
Limit Reduction on Line of Credit
If you would like to apply for a limit reduction on your line of credit, please complete and submit this form.