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
Contribution limits for 2018 are as follows:
- Age 49 and under: $5,500
- Age 50 and above: $5,500 + $1,000 catch-up
Roth IRA: Application Packet
If applying for a new or existing IRA with SF Fire Credit Union, fill out this application packet. When returning to us, please designate if your IRA is new, a rollover or a transfer.
Roth IRA: Beneficiary Designation or Change This form will allow you add, change or remove a beneficiary for your IRA account.
Roth IRA: Change Notice This form will allow you to document changes to IRA owner information or account status.
Roth IRA: Direct Rollover Request
Are you rolling or transferring your IRA from another institution or employer? Use this form to transfer or roll over funds.
Rollover indicates that you are bringing your IRA 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.
Roth: Direct Transfer Request Are you or transferring your IRA from another institution or employer? Use this form to transfer funds.
Roth IRA: Contribution and Investment Selection If you’d like to make a contribution to an IRA, use this form to designate which IRA product to place your funds.