WHAT OUR MEMBERS SAY
WHAT OUR MEMBERS SAY
About SchoolsFirst FCU

“The Credit Union has something for everyone, from someone who is financially savvy to a person who just needs basic services.”


– Amy C.
Member Since 2010

About SchoolsFirst FCU
MOST POPULAR CONTENT
MEMBER FAVORITES Estate Planning & Trust Services
Meet Our Financial Advisors
457(b) Investment Providers
403(b) Investment Providers
Mutual Funds
Retirement and Investment Forms
Retirement and Investment Forms

Distribution changes can be completed online by visiting PlanVue (no form necessary). If it's your first visit, click the question mark in the lower right corner of the page and select "New User Tutorials". For all other requests select a form below.

403(b) Forms:

 

403(b) Distribution/Rollover Authorization Form
403(b) Exchange Authorization Form
403(b) Hardship Authorization Form
403(b) Loan Authorization Form

403(b) Salary Reduction Agreement (SRA)

2021 Maximum Contribution Worksheet

QDRO Distribution Rollover Form


457(b) Forms:

 

457(b) Beneficiary Designation Form

457(b) Salary Reduction Agreement (SRA)
Distribution Form
Hardship/Unforeseeable Emergency Distribution Form

Outgoing Transfer/Rollover Form

2021 Maximum Contribution Worksheet

 

Fringe Benefits Consortium (FBC) Forms:

 

457(b) Salary Reduction Agreement - FBC

 

IRA Forms:

 

Coverdell Education Savings Account Application
Coverdell ESA Rollover/Contribution Certification
Coverdell ESA Transfer Request
Coverdell ESA Withdrawal Authorization
Individual Retirement Account (IRA) Beneficiary Designation
Individual Retirement Account (IRA) Recharacterization Election
Individual Retirement Account (IRA) Scheduled Payment
Individual Retirement Account (IRA) Witholding Notice & Election
Inherited/Beneficiary Individual Retirement Account (IRA) Beneficiary Designation
Inherited/Beneficiary Individual Retirement Account (IRA) Scheduled Payment Election
Roth Individual Retirement Account (IRA) Application
Roth Individual Retirement Account (IRA) Rollover/Contribution Certification
Roth Individual Retirement Account (IRA) Transfer Request
Roth Individual Retirement Account (IRA) Withdrawal Authorization
Traditional Individual Retirement Account (IRA) Application
Traditional Individual Retirement Account (IRA) Required Minimum Distribution Scheduled Payment Election
Traditional Individual Retirement Account (IRA) Rollover/Contribution Certification
Traditional Individual Retirement Account (IRA) Transfer Request
Traditional Individual Retirement Account (IRA) Withdrawal Authorization
Traditional/Roth Inherited/Beneficiary Individual Retirement Account (IRA) Withdrawal Authorization 

 

Retirement Builder Plan Forms:

 

Enrollment Forms Kit

Change of Address Form

Beneficiary Designation Form

Distribution Form
Hardship/Unforeseeable Emergency Distribution Form
Loan Application
Incoming Transfer/Rollover Request Form
Outgoing Transfer/Rollover Form

 

Other Forms:


Retirement Plan Limits

403(b) Forms:

 

403(b) Distribution/Rollover Authorization Form
403(b) Exchange Authorization Form
403(b) Hardship Authorization Form
403(b) Loan Authorization Form

403(b) Salary Reduction Agreement (SRA)

2021 Maximum Contribution Worksheet

QDRO Distribution Rollover Form


457(b) Forms:

 

457(b) Beneficiary Designation Form

457(b) Salary Reduction Agreement (SRA)
Distribution Form
Hardship/Unforeseeable Emergency Distribution Form

Outgoing Transfer/Rollover Form

2021 Maximum Contribution Worksheet

 

Fringe Benefits Consortium (FBC) Forms:

 

457(b) Salary Reduction Agreement - FBC

 

IRA Forms:

 

Education Saving Account (ESA) Adoption Agreement
ESA Distribution Request
Individual Retirement Account (IRA) Adoption Agreement - Roth
Individual Retirement Account (IRA) Adoption Agreement - Traditional
Individual Retirement Account (IRA) Withholding Election Form

IRA Designation of Beneficiary
IRA/ESA Contribution Form
IRA/ESA Rollover/Direct Rollover Form
IRA/ESA Trustee to Trustee

IRA Recharacterization Request

One-Time IRA Distribution Request

Periodic IRA Distribution Request  
 

Retirement Builder Plan Forms:

 

Enrollment Forms Kit

Change of Address Form

Beneficiary Designation Form

Distribution Form
Hardship/Unforeseeable Emergency Distribution Form
Loan Application
Incoming Transfer/Rollover Request Form
Outgoing Transfer/Rollover Form

 

Other Forms:


Retirement Plan Limits

NOT A MEMBER?
NOT A MEMBER?
RELATED CONTENT
RELATED CONTENT
Retirement & Investment Forms •  Retirement & Investment Forms
 
 
403(b) and 457(b) Plan Administration •  403(b) and 457(b) Plan Administration
REFER A FRIEND
REFER A FRIEND