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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.
Dwayne, enjoying retirement with Gridley.
Putting him first since 2019.
Putting him first since 2019.
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
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
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Branch hours
Mon – Fri 8:30 AM – 6:00 PM
Saturday 8:30 AM – 3:00 PM