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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.
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
ROTH IRA TRANSFER REQUEST
To complete the form, click here
This link is for transferring funds out of SFFCU.
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
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Branch hours
Mon – Fri 9:30 AM – 5:30 PM
Saturday 10:00 AM – 2:00 PM
