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RESET FORM UNFORESEEABLE EMERGENCY WITHDRAWAL REQUEST GOVERNMENTAL 457(b) PLANS ING Life Insurance and Annuity Company (ILIAD) ING Institutional Plan Services, LLC (LIPS) Members of the ING family

How to fill out unforeseeable emergency withdrawal request

How to Fill Out Unforeseeable Emergency Withdrawal Request

1. Obtain the necessary forms: The first step in filling out an unforeseeable emergency withdrawal request is to obtain the required forms from your employer or retirement plan administrator. These forms are typically available on the plan's website or through the HR department.
2. Read the instructions carefully: Before starting to fill out the forms, make sure to thoroughly read the instructions provided. It is essential to understand the eligibility criteria, documentation requirements, and any specific procedures outlined for the unforeseeable emergency withdrawal.
3. Provide personal information: Begin by providing your personal information accurately. This may include your full name, date of birth, social security number, and contact details. Double-check the information to ensure accuracy.
4. Describe the emergency situation: In a designated section, clearly explain the unforeseeable emergency that necessitates the withdrawal. Provide details about the nature of the emergency, such as a medical condition, funeral expenses, or repair costs for significant damage to your primary residence. Be specific and include any supporting documentation required.
5. State the amount requested: Indicate the specific amount you are requesting for the unforeseeable emergency withdrawal. Make sure to refer to the plan guidelines to determine if there are any limitations or restrictions on the amount that can be withdrawn.
6. Include supporting documentation: Attach any necessary documentation that validates the emergency situation and supports your request. This could include medical bills, funeral invoices, insurance claims, or repair estimates. Ensure that all documents are legible and provide sufficient evidence of the emergency.
7. Sign and date the form: Before submitting the request, sign and date the form as required. By doing so, you confirm the accuracy of the information provided and acknowledge your understanding of the plan's terms and conditions.

Who needs unforeseeable emergency withdrawal request?

1. Participants in employer-sponsored retirement plans: Individuals who have a retirement savings account through their employer, such as a 401(k) or 403(b) plan, may need to submit an unforeseeable emergency withdrawal request if they meet the necessary criteria.
2. Those facing financial hardships: Unforeseeable emergencies can cause significant financial strain. If you are facing an unexpected and urgent financial need that cannot be met through other means, such as insurance or other available resources, you may require an unforeseeable emergency withdrawal request.
3. Individuals with proper documentation: To be eligible for an unforeseeable emergency withdrawal, individuals need to provide appropriate documentation that verifies the nature of the emergency. This may include medical records, death certificates, repair estimates, or other relevant documentation.
4. Individuals who meet plan requirements: Each retirement plan may have specific eligibility criteria for unforeseeable emergency withdrawals. It is essential to review the plan's guidelines and consult with the plan administrator to determine if you meet the requirements before submitting a request.

For pdfFiller’s FAQs

What is unforeseeable emergency withdrawal request?

An unforeseeable emergency withdrawal request is a request made by a participant in a retirement plan to withdraw funds before reaching retirement age due to an unforeseen emergency situation.

Who is required to file unforeseeable emergency withdrawal request?

A participant in a retirement plan who is facing an unforeseeable emergency situation may be required to file an unforeseeable emergency withdrawal request.

How to fill out unforeseeable emergency withdrawal request?

To fill out an unforeseeable emergency withdrawal request, the participant must provide details of the emergency situation, the amount needed to be withdrawn, and any supporting documentation.

What is the purpose of unforeseeable emergency withdrawal request?

The purpose of an unforeseeable emergency withdrawal request is to provide financial assistance to participants facing unexpected emergencies.

What information must be reported on unforeseeable emergency withdrawal request?

The information reported on an unforeseeable emergency withdrawal request typically includes the reason for the withdrawal, the amount requested, and any documentation supporting the emergency situation.

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