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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.
Coverdell Educational Savings Forms
Download the form you need by clicking on the links below. Return the completed form in person at a branch, by fax (415-674-4691), or by mail to:
SF Fire Credit Union
3201 California Street
San Francisco, CA 94118
CONTRIBUTION FORM
Use this form to make a contribution to an existing ESA.
To complete the form, click here
BENEFICIARY DESIGNATION OR CHANGE
This form lets you add, change, or remove a beneficiary for your ESA.
To complete the form, click here
CHANGE NOTICE
This form will allow you to document changes to ESA owner information or account status.
To complete the form, click here
ROLLOVER TRANSFER CONTRIBUTION
Are you rolling or transferring your ESA from another institution or employer? Use this form to transfer or rollover funds.
Note: Rollover indicates that you are bringing your ESA 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 complete the form, click here
WITHDRAWAL INSTRUCTIONS
Use this form to provide instruction on ESA withdrawals. Penalties may apply. For information on withdrawals, click here
To complete the form, click here
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Branch hours
Mon – Fri 9:30 AM – 5:30 PM
Saturday 10:00 AM – 2:00 PM
