Bonnie, Parkside Native.
Putting her first since 2006.
TRADITIONAL IRA FORMS

Forms for your Traditional IRA account

Traditional IRA Forms

 

Download the form you need by clicking the links 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

If your applying for a new or existing IRA with SF Fire Credit Union, download and fill out this application packet. When returning to us, please designate if your IRA is new, a rollover, or a transfer.

 

To download the PDF,

Click Here

BENEFICIARY DESIGNATION CHANGE

This form will let you add, change, or remove a beneficiary for your IRA account.

 

To download the form,

Click Here

CHANGE NOTICE

This form will let you document changes to IRA owner information or account status.

 

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

PERIODIC PAYMENT CHANGES (BEFORE AGE 70 1/2)

Use this form to select regularly scheduled IRA payments when younger than age 70 1/2.

 

To download the PDF,

Click Here

PERIODIC PAYMENT CHANGES

Use this form to document scheduled IRA payments

 

To download the PDF,

Click Here

POST 70 1/2 PAYMENT ELECTION

After age 70 1/2, use this form to complete your required minimum distribution

 

To download the PDF,

Click Here

IRS STATE INCOME TAX WITHHOLDING ELECTION

Use this form to designate an amount for State Income Tax Withholdings

 

To download the PDF,

Click Here

DIRECT ROLLOVER REQUEST

Are you rolling your IRA from another institution or employer? Use this form to 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 TRANFER REQUEST

 

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

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(415) 674-4800
(888) 499-FIRE (3473)
Mon – Sat 7:00 AM – 8:00 PM*

*Please note that 'After Hours Phone Support' is available outside of regular Contact Center Hours.

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Saturday 10:00 AM – 3:00 PM

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