Bonnie, Parkside Native.
Putting her first since 2006.

TRADITIONAL IRA FORMS

Forms for your Traditional IRA account

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

IRA ASSET REQUEST INSTRUCTIONS

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

Let's Talk

Call

(415) 674-4800
(888) 499-FIRE (3473)
Mon – Fri 7:00 AM – 7:00 PM
Sat 9:00AM - 5:00PM

 

Stop by a branch

New Branch hours (starting January 2, 2024)
Mon – Fri 9:30 AM – 5:30 PM
Saturday 10:00 AM – 2:00 PM

Find a Branch or ATM