Natalie, embracing SF opportunities.
Putting her first since 2019.

ACCOUNT FORMS

Everything you need to make changes to your accounts

Account Forms

 

Download the form you need by clicking the links below. Return the completed from 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

Membership Application

Download a printable version of our membership application.

Download PDF

Account or Membership Closure Request

Use this form to close your share account(s) and/or membership(s)

Download PDF

Account Name or Address Change

Use this form to update your name or address

Download PDF

Authorization to Pay Outstanding Items

If it becomes necessary to switch your account number, this form will allow outstanding checks/drafts/transactions to clear your closed account

Download PDF

Account Reconciliation Worksheet

Worksheet to help you balance checking or savings accounts

Download PDF

Automatic Transfer/Payments

This form lets you set up, modify, or cancel debit entries from an alternate Financial Insitution

Download PDF

Account Beneficiary Designation and Change

This form lets you add, change, or remove a beneficiary from you SF Fire Credit Union account

Download PDF

Remove a Joint Owner

This form lets you remove a joint owner from all or particular sub-accounts

Download PDF

Add a New Joint Owner

This form lets you add a joint owner to all or particular sub-accounts

Download PDF

Add an Existing Joint Owner to Additional Accounts

This form lets you add an existing joint owner to all or particular sub-accounts

Download PDF

Account Number Change Form

This form should only be used when your account number at SF Fire has been compromised

Download PDF

Uniform Transfer to Minors Act (UTMA) Account Form

Use this form to assign a custodian to manage a minor's account until the latter is of age.

 

Download PDF

 

 

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)
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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Branch hours
Mon – Fri 8:30 AM – 6:00 PM
Saturday 8:30 AM – 3:00 PM

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