IRA Forms

​​Save for retirement with Traditional and Roth IRAs, or begin saving for college with a Coverdell Educational Savings Account.

<  Member Forms Overview

Traditional IRA Forms

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IRA Application

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Download printable form Fax to 210.476.4665 Email to: ira@ssfcu.org
IRA Contribution Eligibility

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Download printable form Fax to 210.476.4665 Email to: ira@ssfcu.org
Direct Rollover Request

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Download printable form Fax to 210.476.4665 Email to: ira@ssfcu.org
IRA Transfer Request

Some descriptive or instructional text goes here.

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Download printable form Fax to 210.476.4665 Email to: ira@ssfcu.org
IRA Withdrawal Authorization

Some descriptive or instructional text goes here.

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Download printable form Fax to 210.476.4665 Email to: ira@ssfcu.org
IRA Beneficiary Designation

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Download printable form Fax to 210.476.4665 Email to: ira@ssfcu.org
IRA Required Minimum Distribution Scheduled Payment Election

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Download printable form Fax to 210.476.4665 Email to: ira@ssfcu.org

Roth IRA Forms

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Direct Rollover Request

Some descriptive or instructional text goes here.

Fill out online
Download printable form Fax to 210.476.4665 Email to: ira@ssfcu.org
Roth IRA Application

Some descriptive or instructional text goes here.

Fill out online
Download printable form Fax to 210.476.4665 Email to: ira@ssfcu.org
Roth IRA Contribution Eligibility

Some descriptive or instructional text goes here.

Fill out online
Download printable form Fax to 210.476.4665 Email to: ira@ssfcu.org
IRA Direct Conversion Request

Some descriptive or instructional text goes here.

Fill out online
Download printable form Fax to 210.476.4665 Email to: ira@ssfcu.org
Roth IRA Transfer Request

Some descriptive or instructional text goes here.

Fill out online
Download printable form Fax to 210.476.4665 Email to: ira@ssfcu.org
Roth IRA Withdrawal Authorization

Some descriptive or instructional text goes here.

Fill out online
Download printable form Fax to 210.476.4665 Email to: ira@ssfcu.org

Coverdell ESA Forms

Some descriptive text goes here.

Coverdell ESA Application

Some descriptive or instructional text goes here.

Fill out online
Download printable form Fax to 210.476.4665
Coverdell ESA Transfer Request

Some descriptive or instructional text goes here.

Fill out online
Download printable form Fax to 210.476.4651
Coverdell ESA Withdrawal Authorization

Some descriptive or instructional text goes here.

Fill out online
Download printable form Fax to 210.476.4665
Coverdell ESA Contribution Eligibility

Some descriptive or instructional text goes here.

Fill out online
Download printable form Fax to 210.476.4665
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