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This document is an application for participants of the City of New York's Deferred Compensation Plan to request a hardship withdrawal from their 401(k) account, detailing the necessary conditions
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How to fill out hardship withdrawal application for

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How to fill out Hardship Withdrawal Application for the 401(k) Plan

01
Obtain the Hardship Withdrawal Application form from your plan administrator or their website.
02
Read through the eligibility requirements carefully to ensure you qualify for a hardship withdrawal.
03
Fill out the personal information section including your name, address, and account number.
04
Select the specific reason for your hardship withdrawal from the provided options.
05
Gather and attach any required documentation verifying your hardship (e.g., medical bills, eviction notices).
06
Complete the signature section, confirming the accuracy of the provided information.
07
Submit the application along with documentation to your plan administrator via the specified method (mail, fax, or online).
08
Await confirmation and approval from the plan administrator regarding your withdrawal request.

Who needs Hardship Withdrawal Application for the 401(k) Plan?

01
Individuals facing immediate and pressing financial needs such as medical expenses, home purchase or repair, tuition payments, or prevention of eviction.
02
Employees who have exhausted other financial options and are unable to meet their essential living expenses.
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The IRS defines financial hardship as “unable to pay his or her reasonable basic living expenses.” If you owe more than $10,000, you will need to fill out a form detailing your assets, debts, income, and living expenses. If you are sick or disabled, you will need proof from healthcare providers or caseworkers.
For example, some 401(k) plans may allow a hardship distribution to pay for your, your spouse's, your dependents' or your primary plan beneficiary's: medical expenses, funeral expenses, or. tuition and related educational expenses.
The IRS defines financial hardship as “unable to pay his or her reasonable basic living expenses.” If you owe more than $10,000, you will need to fill out a form detailing your assets, debts, income, and living expenses. If you are sick or disabled, you will need proof from healthcare providers or caseworkers.
Acceptable Documentation Lost Employment. • Unemployment Compensation Statement. (Note: this satisfies the proof of income requirement as well.) • Termination/Furlough letter from Employer. • Pay stub from previous employer with.

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A Hardship Withdrawal Application for the 401(k) Plan is a request made by a participant to withdraw funds from their retirement account due to immediate and pressing financial needs.
Any 401(k) plan participant who is facing a financial hardship and wishes to withdraw funds from their account must file a Hardship Withdrawal Application.
To fill out the Hardship Withdrawal Application, participants typically need to provide personal information, details about their financial hardship, the amount requested, and supporting documentation as required by the plan.
The purpose of the Hardship Withdrawal Application is to allow participants to access their retirement savings to meet immediate financial needs under certain circumstances, as defined by the plan.
The information that must be reported includes participant identification details, the reason for the hardship, the specific amount being requested, and any supporting documents that verify the hardship.
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