Retirement for School Empl.

Retirement Plan Forms Ė San Bernardino County

To help you make changes to your SchoolsFirst FCU-administered retirement plans, we have made the following forms available in PDF format. Simply print, complete, and mail the forms to retirement services at the address on the bottom of the form.

Contributions New Interactive Forms!
Salary Reduction Agreements
Contribution Worksheet
Distributions, Loans, Withdrawals New Interactive Forms!
For retirement plans with another provider:
For SchoolsFirst FCU/Nationwide retirement plans only:
Transfers New Interactive Forms!
Other Forms New Interactive Form!
Enrollment Kit Forms (Forms for SchoolsFirst FCU Retirement Plan Advisors) New Interactive Forms!
If you donít have the Adobe Acrobat Reader, itís free to download from the Adobe Systems Incorporated web site.

Learn about retirement plan options for your district:

*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with SchoolsFirst Federal Credit Union to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.

CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

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