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72Hardship Withdrawal Request Form NYC HEALTH + HOSPITALS TDA PROGRAM 403(b) PLAN Instructions1. Complete all sections in this form. 2. Sign the page titled Certification of Financial Hardship and

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How to fill out hardship withdrawal request form

01

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

02

Fill in your personal information, including your name, address, and Social Security number.

03

Indicate the reason for your hardship withdrawal request, such as medical expenses, education expenses, or foreclosure prevention.

04

Provide documentation or evidence of your hardship, such as medical bills, tuition invoices, or foreclosure notices. Attach these documents to the form.

05

Specify the amount you wish to withdraw as a hardship distribution.

06

Review the completed form to ensure all information is accurate and complete.

07

Sign and date the form.

08

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

09

Wait for confirmation or approval of your hardship withdrawal request.

10

If approved, follow any further instructions provided by your employer or retirement plan administrator to receive your hardship distribution.

Who needs hardship withdrawal request form?

01

Individuals who are facing financial hardships and need to withdraw funds from their retirement account may need to fill out a hardship withdrawal request form. This form is usually required by employers or retirement plan administrators to process the withdrawal. Those who are experiencing medical expenses, education expenses, overdue mortgage payments, or other financial difficulties may qualify for a hardship withdrawal.

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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 hardship.

Who is required to file hardship withdrawal request form?

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

How to fill out hardship withdrawal request form?

To fill out a hardship withdrawal request form, individuals must provide information about their financial situation, the reason for the withdrawal, 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?

Information such as the amount requested, reason for the withdrawal, proof of financial hardship, and any other required documentation must be reported on the hardship withdrawal request form.

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