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

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)
403(b) Coronavirus Distribution Form

2019 Maximum Contribution Worksheet

2020 Maximum Contribution Worksheet

QDRO Distribution Rollover Form


457(b) Forms:

 

457(b) Beneficiary Designation Form

457(b) Salary Reduction Agreement (SRA)

Coronavirus Distribution Form
Distribution Form
Hardship/Unforeseeable Emergency Distribution Form

Outgoing Transfer/Rollover Form

2018 Maximum Contribution Worksheet

2019 Maximum Contribution Worksheet

2020 Maximum Contribution Worksheet

 

Fringe Benefits Consortium (FBC) Forms:

 

457(b) Salary Reduction Agreement - FBC

FICA Coronavirus Distribution Form

 

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

Coronavirus - Distribution Form

 

Other Forms:


Retirement Plan Limits

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RELATED CONTENT
RELATED CONTENT
Retirement & Investment Forms •  Retirement & Investment Forms
 
 
403(b) and 457(b) Plan Administration •  403(b) and 457(b) Plan Administration
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REFER A FRIEND