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Hardship Distribution Request Form Waste Management Retirement Savings Plan Participant Information Last Name First Name MI / / Social Security Number Street City State Marital Status: Single Zip

How to fill out hardship distribution request form

How to fill out a hardship distribution request form:

1. Start by obtaining a hardship distribution request form from your employer or retirement plan administrator.
2. Fill in your personal information, including your full name, address, and contact information.
3. Provide details about your hardship situation, such as medical expenses, purchase of a primary residence, tuition expenses, or eviction/foreclosure prevention.
4. Attach any supporting documentation that may be required, such as medical bills, purchase agreement, or eviction notices.
5. Indicate the specific amount you are requesting as a hardship distribution, keeping in mind any limitations or restrictions imposed by your retirement plan.
6. Sign and date the form, certifying that the information provided is true and accurate.
7. Submit the completed form to your employer or retirement plan administrator, following their instructions on where and how to submit it.

Who needs a hardship distribution request form?

1. Employees who are experiencing a financial hardship and wish to request a distribution from their retirement plan.
2. Individuals who have specific qualifying reasons for a hardship distribution, as defined by their retirement plan.
3. Those who have exhausted all other means of financial resources and need immediate access to their retirement funds due to a qualifying hardship situation.

For pdfFiller’s FAQs

What is hardship distribution request form?

Hardship distribution request form is a form used to request for a distribution from a retirement account due to financial hardship.

Who is required to file hardship distribution request form?

Individuals who are facing financial hardship and need to access funds from their retirement account.

How to fill out hardship distribution request form?

The form typically requires information about the individual's financial situation, reason for hardship, and the amount of distribution requested.

What is the purpose of hardship distribution request form?

The purpose of the form is to assess the individual's financial need and determine if they qualify for a hardship distribution from their retirement account.

What information must be reported on hardship distribution request form?

Information such as income, expenses, debts, and reason for requesting the distribution must be reported on the form.

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