Dwayne, enjoying retirement with Gridley.
Putting him first since 2019.
ROTH IRA FORMS

Forms related to your Roth IRA account

Roth IRA Forms

 

Download the form you need by clicking on a link below. Return the completed form in person at a branch, faxing it to us (415-674-4691), or mailing it to:

SF Fire Credit Union

3201 California Street

San Francisco, CA 94118

APPLICATION PACKET

If you're applying for a new or existing Roth IRA with SF Fire Credit Union, fill out this application packet. When returning it to us, let us know if your Roth IRA is a new, rollover, or transfer account.

 

To download the PDF, click here

BENEFICIARY DESIGNATION OR CHANGE

This form lets you to add, change, or remove a beneficiary for your Roth IRA account.

 

To download the PDF, click here

CHANGE NOTICE

This form lets you document changes to Roth IRA owner information or account status

 

To download the PDF, click here

DIRECT ROLLOVER REQUEST

Are you rolling or transferring your Roth IRA from another institution or employer? Use this form to transfer or rollover funds.

Note: 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.

 

To download the PDF, click here

DIRECT TRANSFER REQUEST

 

To download the PDF, click here

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.

 

To download the PDF, click here

WITHDRAWAL INSTRUCTIONS

Use this form to provide instruction on IRA withdrawals. Penalties may apply. To learn more about withdrawals, click here

 

To download the PDF, click here

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.

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(415) 674-4800
(888) 499-FIRE (3473)
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*Please note that 'After Hours Phone Support' is available outside of regular Contact Center Hours.

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