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 complete the form click here

BENEFICIARY DESIGNATION OR CHANGE

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

 

To complete the form, click here

CHANGE NOTICE

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

 

To complete the form, click here

IRA ASSET REQUEST INSTRUCTIONS

 

To complete the form, 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 complete the form, click here

WITHDRAWAL INSTRUCTIONS

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

 

To complete the form, 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.

Call

(415) 674-4800
(888) 499-FIRE (3473)
Mon – Fri 7:00 AM – 7:00 PM
Sat 9:00AM - 5:00PM

 

Stop by a branch

Branch hours
Mon – Fri 9:30 AM – 5:30 PM
Saturday 10:00 AM – 2:00 PM

Find a Branch or ATM