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 mail it to:
SF Fire Credit Union
3201 California Street
San Francisco, CA 94118
The total annual contribution limit for 2018 is $3,400 for an individual and $6,750 for families. The catch-up limit for 2017 is $1000 for both individual and family plans.
Health Savings Account: Cover Sheet Please fill out this cover sheet as your first step to opening an HSA account.
Health Savings Account: Application Packet Please fill out this packet to open an HSA.
Health Savings Account: Beneficiary Designation or Change
This form will allow you add, change or remove a beneficiary from your HSA account.
Health Savings Account: Change Notice form will allow you to document changes to HSA owner information or account status.
Health Savings Account: Contribution and Investment Selection If you’d like to make a contribution to an HSA, use this form to designate which HSA product to place your funds.
Health Savings Account: Rollover Transfer Contributions Are you rolling or transferring your HSA from another institution or employer? Use this form to transfer or rollover funds.
Rollover indicates that you are bringing your HSA 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.
Health Savings Account: Withdrawal Instructions Use this form to provide instruction on HSA withdrawals.