TRADITIONAL IRA FORMS

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 (BEFORE RMD AGE)

Use this form to select regularly scheduled IRA payments before Required Minimum Distribution age.

To complete the form, click here

PERIODIC PAYMENT CHANGES

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

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 complete the form, click here

DIRECT TRANSFER REQUEST

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