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HARDSHIP WITHDRAWAL RECERTIFICATION FORM Plan Name This form is used to self certify that the reason for the hardship request complies with one of the seven safe harbor hardship reasons, that the

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How to fill out hardship withdrawal self-certification form

01

Gather all necessary documents such as proof of hardship, identification, and any supporting documentation.

02

Fill out the personal information section including name, address, and contact information.

03

Provide details of the hardship including the reason for the withdrawal and any relevant dates or events.

04

Certify that the information provided is true and accurate by signing and dating the form.

05

Submit the completed form along with any required documentation to the appropriate party for review and approval.

Who needs hardship withdrawal self-certification form?

01

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

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What is hardship withdrawal self-certification form?

The hardship withdrawal self-certification form is a document that a participant in a retirement savings plan may need to fill out in order to request a withdrawal of funds based on financial hardship.

Who is required to file hardship withdrawal self-certification form?

Participants in a retirement savings plan who wish to request a withdrawal of funds based on financial hardship are required to file the hardship withdrawal self-certification form.

How to fill out hardship withdrawal self-certification form?

To fill out the hardship withdrawal self-certification form, the participant must provide information about their financial situation and the reason for the requested withdrawal.

What is the purpose of hardship withdrawal self-certification form?

The purpose of the hardship withdrawal self-certification form is to certify that the participant meets the criteria for a hardship withdrawal based on financial hardship.

What information must be reported on hardship withdrawal self-certification form?

The hardship withdrawal self-certification form typically requires information about the participant's financial situation, the reason for the withdrawal, and any supporting documentation.

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