IRA, HSA and ESA 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 2019 are as follows:

  • Age 49 and under: $6,000
  • Age 50 and above: $6,000 + $1,000 catch-up

Traditional 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.

Traditional IRA: Beneficiary Designation or Change
This form will allow you add, change or remove a beneficiary for your IRA account.

Traditional IRA: Change Notice
This form will allow you to document changes to IRA owner information or account status.

Traditional 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.

Traditional IRA: Periodic Payment Changes Before Age 70.5
Use this form to select regularly scheduled IRA payments when younger than age 70.5.

Traditional IRA: Periodic Payment Changes
Use this form to document changes to scheduled IRA payments.

Traditional IRA: Post 70.5 Payment Election
After age 70.5, use this form to complete your required minimum distribution.

Traditional IRA: IRS State Income Tax Withholding Election
Use this form to designate an amount for State Income Tax withholdings.

Traditional IRA: Direct Rollover Request Are you rolling your IRA from another institution or employer? Use this form to 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.

Traditional IRA: Direct Transfer Request

Traditional IRA: Withdrawal Instructions
Use this form to provide instruction on IRA withdrawals. Penalties may apply, for more information please click here.