Bonnie, Parkside Native.
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 you're 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 complete the application, click here
BENEFICIARY DESIGNATION CHANGE
This form will let you add, change, or remove a beneficiary for your IRA account.
To complete the form, click here
CHANGE NOTICE
This form will let you document changes to IRA owner information or account status.
To complete the form, 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 complete the form, click here
PERIODIC PAYMENT CHANGES or MAKE CHANGES TO YOUR RMD
Use this form to document scheduled IRA payments
To complete the form, click here
RMD PAYMENT ELECTION
After age 72, use this form to complete your required minimum distribution
To complete the form, click here
IRA STATE INCOME TAX WITHHOLDING ELECTION
Use this form to designate an amount for State Income Tax Withholdings
To complete the form, click here
TRADITIONAL IRA TRANSFER REQUEST
To complete the form, click here
This link is for transferring funds out of SFFCU.
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
Stop by a branch
Branch hours
Mon – Fri 9:30 AM – 5:30 PM
Saturday 10:00 AM – 2:00 PM
