From March 1 - June 1, 2024, employees can take advantage of share the rewards benefits and earn $50 for each qualified referral! Not to mention, a chance to WIN Ford Center Suite tickets to see Lainey Wilson!
It pays to have friends. Get $50 for each friend you refer to open a Rewards Checking account at Heritage, and your friend will get $50 too.
How to participate
- Create your team! Teams can be up to 5 people. and submit your team's information using the form below.
- Refer friends, family, and anyone you would like to open a checking account with Heritage! Make sure they put your name as the referral source. If they open an account in person, make sure they have a share the rewards slip with your information on it.
- The top TWO teams with the most referrals will win Lainey Wilson tickets!
Qualifications to Refer
- Must have a good standing Heritage checking account2
- Must be on company incentive plan3
Qualifications to earn $50
- Refer a friend who opens a new Rewards Checking account with a Visa Debit or Credit Card1
Lock in your Team!
Start Referring
EMAIL NOW Printable SLIP FOR IN-PERSON ACCOUNT OPENING
If you would rather text friends, navigate to this page on your mobile device and click the Text button, or just copy and paste this message:
Hi! I am participating in the Hertiage Share the Rewards 50/50 challenge. Help me reach my goal by becoming a member, and you will get $50 too! You can use this link to open an account: heritagefederal.org/openaccount
1New member must make twelve (12) debit or credit card transactions within the first 60 days of the membership being opened, enroll in e-statements, and must not have had a relationship with Heritage during the last 90 days in order to qualify for the offer. Heritage Board & Supervisory Committee members, dealerships, and indirect lending partners are not eligible to participate in this offer. Both members must be in good standing at the time of deposit.
2The funds will be deposited into both members’ checking accounts once the above qualifications for the offer are met. The deposits will occur within 2 weeks of the new member opening a Heritage checking account with a VISA Debit Card or Visa Credit Card and making the required twelve (12) debit or credit card transactions, and enrolling in e-statements. A 1099 Form may be issued by Heritage. Referral is limited to one $50 deposit per new membership (a person would not receive two referrals from two separate current members.) If new member does not complete the required qualifications for the rewards program, neither the new member or the referrer will receive the $50 bonus.
3For employees on company incentive plan ONLY. Relationship banker who opens account will receive normal incentive for opening accounts.
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