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Hardship Withdrawal Request INSTRUCTIONS To request a hardship withdrawal, complete all applicable sections of this form, obtain any required signatures, and return the form to Transamerica at 6400

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How to fill out hardship withdrawal request

01

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

02

Fill out your personal information such as name, address, and contact information.

03

Provide details about your financial hardship, including the reason for requesting the withdrawal and any supporting documentation.

04

Indicate the amount you wish to withdraw as a hardship withdrawal.

05

Sign and date the form.

06

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

Who needs hardship withdrawal request?

01

Individuals facing significant financial difficulties or emergencies may need to request a hardship withdrawal from their retirement plans.

02

This could include situations such as medical expenses, funeral expenses, education expenses, or preventing eviction or foreclosure.

03

Each retirement plan has its own specific criteria and requirements for determining eligibility for hardship withdrawals, so individuals should consult their plan documents or contact their plan administrator for more information.

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What is hardship withdrawal request?

A hardship withdrawal request is a formal request made by an individual to withdraw funds from a retirement account before the official retirement age due to financial hardship.

Who is required to file hardship withdrawal request?

Individuals who are facing financial difficulties and meet specific criteria set by the retirement account provider are required to file a hardship withdrawal request.

How to fill out hardship withdrawal request?

To fill out a hardship withdrawal request, individuals need to provide details about their financial situation, the reason for the withdrawal, and any supporting documentation requested by the retirement account provider.

What is the purpose of hardship withdrawal request?

The purpose of a hardship withdrawal request is to provide individuals with access to funds in their retirement account in case of financial emergencies or hardships.

What information must be reported on hardship withdrawal request?

Information such as the reason for the withdrawal, amount requested, supporting documentation, and any other relevant financial information must be reported on a hardship withdrawal request.

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