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
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 Witholding Election
Use this form to designate an amount for State Income Tax witholdings.
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 Are you or transferring your IRA from another institution or employer? Use this form to transfer funds.