Let's Talk
As a local credit union, we measure our success one member at a time. We want to get to know you and help you achieve your goals. Come into a branch or call us today. Our people are happy to serve you.
Terry, dog lover.
Putting her first since 2017
Putting her first since 2017
Health Savings Account Forms
Download the form you need by clicking the link below. Return the completed form in person at a branch, fax it to us (415-674-4691), or mail it to:
SF Fire Credit Union
3201 California Street
San Francisco, CA 94118
APPLICATION PACKET
Fill out this application packet to open an HSA account.
To complete the form, click here
BENEFICIARY DESIGNATION OR CHANGE
This form lets you add, change, or remove a beneficiary from your HSA account
To complete for form, click here
CHANGE NOTICE
This form lets you document changes to HSA owner information and account status
To complete the form, click here
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.
To complete the form, click here
ROLLOVER TRANSFER CONTRIBUTIONS
Are you rolling or transferring your HSA from another institution or employer? Use this form to transfer or rollover funds.
Note: Rollover indicates that you are bringing your HSA from one financial 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.
To complete the form, click here
The total annual contribution limit for 2019 is $3,500 for an individual, $7,000 for families. The catch-up limit is $1,000 for both individuals and families.
Stop by a branch
Branch hours
Mon – Fri 9:30 AM – 5:30 PM
Saturday 10:00 AM – 2:00 PM
