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Get the free Builder Plan or SchoolsFirst FCU 457(b) DCP Share Certificate

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Distribution Form PAGE 1 OF 2FAX COMPLETED FORMS TO: 714.258.4051Submission of this form initiates a onetime or periodic distribution of retirement funds from the SchoolsFirst FCU/Nationwide Retirement Builder
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Builder plan or SchoolsFirst refers to a financial plan offered by SchoolsFirst Federal Credit Union for individuals looking to build or renovate a home.
Individuals or families looking to finance the construction or renovation of a home may be required to file a builder plan or SchoolsFirst with SchoolsFirst Federal Credit Union.
To fill out a builder plan or SchoolsFirst, individuals must provide detailed information about the construction or renovation project, their financial situation, and any other relevant details.
The purpose of a builder plan or SchoolsFirst is to provide individuals with a structured financial plan to help them fund their construction or renovation project.
Information such as project scope, budget, timeline, funding sources, and financial documents must be reported on a builder plan or SchoolsFirst.
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