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Annuities 403(b) Hardship Withdrawal Request This form is used to request a hardship withdrawal from your 403(b) annuity. Things to know before you begin: Please read pages 912 for instructions on
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How to fill out 403b hardship withdrawal request
01
Gather all necessary documents such as proof of financial need, supporting documentation for the hardship, and completed withdrawal request forms.
02
Contact your 403b account administrator or plan provider to obtain the specific forms required for hardship withdrawal request.
03
Carefully read and understand the instructions on the forms to ensure accuracy and completeness in filling them out.
04
Provide personal information, including your name, address, contact details, and social security number, as required.
05
Specify the reason for the hardship withdrawal and provide supporting documentation, such as medical bills, funeral expenses, or educational fees.
06
Indicate the amount you wish to withdraw as a hardship distribution and ensure it complies with the allowed limits set by the 403b plan.
07
Complete any additional sections or forms required by your plan provider, such as beneficiary designations or tax withholding requests.
08
Review the completed forms thoroughly, ensuring all information is correct and all necessary signatures are obtained.
09
Submit the filled-out forms, along with any supporting documentation, to your 403b account administrator or plan provider as per their instructions.
10
Keep copies of all submitted documents for your records.
11
Wait for the review and approval process by your plan provider. They may request additional information or clarification if needed.
12
Once approved, the withdrawal amount will be processed and distributed to you according to the terms of the plan.
Who needs 403b hardship withdrawal request?
01
Individuals facing significant financial hardships that meet the criteria set by the IRS may need to request a 403b hardship withdrawal.
02
Common reasons for requesting a hardship withdrawal include medical expenses, funeral or burial expenses, purchasing a primary residence, preventing eviction or foreclosure, and education-related expenses.
03
However, it's essential to consult with a financial advisor or tax professional to determine if a hardship withdrawal is the best option and to understand the potential consequences, such as tax implications.
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