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
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
This form will let you add, change, or remove a beneficiary for your IRA account.
To complete the form, click here
This form will let you document changes to IRA owner information or account status.
To complete the form, click here
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
Use this form to document scheduled IRA payments
To complete the form, click here
After age 72, use this form to complete your required minimum distribution
To complete the form, click here
Use this form to designate an amount for State Income Tax Withholdings
To complete the form, click here
To complete the form, click here
This link is for transferring funds out of SFFCU.
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
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. (415) 674-4800 Branch hours
Let's talk
Call us
(888) 499-FIRE (3473)
Mon-Fri 7:00 AM – 7:00 PM
Sat 9:00AM - 5:00PM
Stop by a branch
Mon-Fri 9:30AM – 5:30PM
Saturday 10:00AM – 2:00PM
