Bonnie, Parkside Native.
Putting her first since 2006.
Putting her first since 2006.
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 your 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 download the PDF,
BENEFICIARY DESIGNATION CHANGE
This form will let you add, change, or remove a beneficiary for your IRA account.
To download the form,
CHANGE NOTICE
This form will let you document changes to IRA owner information or account status.
To download the PDF,
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,
PERIODIC PAYMENT CHANGES (BEFORE AGE 72)
Use this form to select regularly scheduled IRA payments when younger than age 72.
To download the PDF,
PERIODIC PAYMENT CHANGES
Use this form to document scheduled IRA payments
To download the PDF,
POST 72 PAYMENT ELECTION
After age 72, use this form to complete your required minimum distribution
To download the PDF,
IRS STATE INCOME TAX WITHHOLDING ELECTION
Use this form to designate an amount for State Income Tax Withholdings
To download the PDF,
DIRECT ROLLOVER REQUEST
Are you rolling your IRA from another institution or employer? Use this form to 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,
WITHDRAWAL INSTRUCTIONS
Use this form to provide instruction on IRA withdrawals. Penalties may apply. To learn more about withdrawals, click here
To download the PDF,
Stop by a branch
Branch hours
Mon – Fri 8:30 AM – 6:00 PM
Saturday 8:30 AM – 3:00 PM