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Pipe Fitters Local 597, 401(k) Individual Account and 401(k) Plan 45 N. Ogden Avenue Chicago, IL 60607 Phone: 3126330597 Fax: 3128299796 www.pf597.org REQUEST FOR HARDSHIP DISTRIBUTION Account Number

How to fill out request for hardship distribution

How to fill out a request for hardship distribution:

1. Start by gathering all the necessary information and documentation, such as your financial statements, proof of hardship, and any supporting documents required by your plan administrator.
2. Review your retirement plan's guidelines and policies regarding hardship distributions. Make sure you understand the eligibility criteria and the specific reasons that qualify for a hardship distribution.
3. Obtain the official request form from your plan administrator or download it from the company's website. Ensure that you have the most up-to-date version of the form to avoid any potential errors or delays.
4. Familiarize yourself with the sections and fields in the request form. Take note of any instructions or additional documentation that may be required for each section.
5. Begin filling out the form by providing your personal information, such as your name, address, date of birth, and contact details. Make sure to double-check the accuracy of the information to prevent any communication issues.
6. Proceed to the section where you must indicate the reason for your hardship distribution. Be honest and provide a clear and concise explanation of the financial hardship you are facing. Use specific details and provide supporting documentation if requested.
7. If your hardship distribution is related to medical expenses, you may need to provide medical bills, receipts, or a letter from a medical professional as proof. For other hardships, you may need to provide documents such as foreclosure notices, eviction notices, or funeral expenses.
8. Complete any additional sections or fields that are applicable to your situation, such as the amount of the distribution you are requesting or any tax-related information required.
9. Carefully review the completed form for any errors, missing information, or inconsistencies. Make sure all required fields are filled out accurately, and all supporting documents are attached as instructed.
10. Once you are confident that the form is correctly filled out, follow the submission instructions provided by your plan administrator. This may include submitting the form electronically, mailing it via certified mail, or delivering it in person.

Who needs a request for hardship distribution?

1. Individuals who face financial hardship and have exhausted all other possible sources of funds may need to submit a request for hardship distribution.
2. Employees who participate in an employer-sponsored retirement plan, such as a 401(k), 403(b), or 457 plan, may need to fill out a request for hardship distribution if their plan allows for it.
3. It is crucial to check with your plan administrator or human resources department to determine if your specific retirement plan allows for hardship distributions and to understand the eligibility requirements and guidelines.

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