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72Hardship Withdrawal Request Form Plumbers Local Union No. 1 Employee 401(k) Savings Plan1. Complete all sections in this form. Instructions 2. Sign the page titled “Certification of Financial

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How to fill out hardship withdrawal request form

01

Obtain the hardship withdrawal request form from your employer or retirement plan administrator.

02

Read the instructions and requirements carefully before filling out the form.

03

Provide your personal information, such as your name, address, and Social Security number, in the designated fields.

04

Indicate the reason for the hardship withdrawal, such as medical expenses, tuition fees, or purchase of a primary residence.

05

Attach any supporting documentation required, such as medical bills, tuition invoices, or purchase agreement.

06

Specify the amount you wish to withdraw as a hardship withdrawal and provide details on how you would like to receive the funds.

07

Sign and date the form.

08

Submit the completed form to your employer or retirement plan administrator for review and processing.

09

Await approval or denial of your hardship withdrawal request.

Who needs hardship withdrawal request form?

01

Anyone facing financial hardship and meets the eligibility criteria established by their retirement plan may need to fill out a hardship withdrawal request form. This form is commonly used by individuals who need to access their retirement savings due to unexpected expenses or financial emergencies.

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What is hardship withdrawal request form?

The hardship withdrawal request form is a document that allows individuals to request a withdrawal from their retirement account due to financial difficulties.

Who is required to file hardship withdrawal request form?

Individuals who are facing financial hardship and need to withdraw funds from their retirement account are required to file a hardship withdrawal request form.

How to fill out hardship withdrawal request form?

To fill out the hardship withdrawal request form, individuals need to provide personal information, details of their financial hardship, and any supporting documentation.

What is the purpose of hardship withdrawal request form?

The purpose of the hardship withdrawal request form is to provide individuals with a way to access funds from their retirement account in times of financial need.

What information must be reported on hardship withdrawal request form?

The hardship withdrawal request form typically requires information such as personal details, details of the financial hardship, amount requested for withdrawal, and any supporting documentation.

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