IRA, HSA and ESA Forms
- Traditional IRA Forms
- Roth IRA Forms
- Coverdell Educational Savings Forms
- Health Savings Account Forms
Download the form you desire by clicking the links below, then return by:
- Bringing completed form into any Branch
- Faxing it to our Call Center at (415) 674-4691.
- Or mailing it to:
SF Fire Credit Union
3201 California Street
San Francisco, CA 94118
The total annual contribution limit for 2019 is $2,000.
Educational Savings Account: Application Packet
Please use this form to open an ESA.
Educational Savings Account: Beneficiary Designation or Change
This form will allow you add, change or remove a beneficiary for your ESA account.
Educational Savings Account: Change Notice
This form will allow you to document changes to ESA owner information or account status.
Educational Savings Account: Contribution and Investment Selection
If you’d like to make a contribution to an ESA, use this form to designate which ESA product to place your funds.
Educational Savings Account: Rollover Transfer Contributions
Are you rolling or transferring your ESA from another institution or employer? Use this form to transfer or roll over funds.
Rollover indicates that you are bringing your ESA from one institution to another without needing a check in hand. Transferring indicates that the funds come from a financial institution in the form of a check that you are presenting.
Educational Savings Account: Withdrawal Instructions
Use this form to provide instruction on ESA withdrawals. Penalties may apply, for more information please click here.