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Please remember to sign form after printing.PrintClear Form403(b)(7) Distribution FormUse this form to request a distribution from your Invesco 403(b)(7) account. We recommend that you speak with
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A 403b7 AIG financial hardship refers to a provision under the 403b retirement plan that allows participants to withdraw funds early due to specific financial difficulties. This typically includes situations such as medical expenses, education costs, or preventing foreclosure on a primary residence.
Any participant in a 403b7 AIG plan who is experiencing a qualifying financial hardship and wishes to withdraw funds must file for financial hardship.
To fill out the 403b7 AIG financial hardship form, individuals must provide personal information, describe the nature of the hardship, and specify the amount they wish to withdraw. Additionally, documentation supporting the hardship may need to be submitted.
The purpose of the 403b7 AIG financial hardship withdrawal is to provide financial relief to plan participants who face immediate and pressing financial needs without the usual penalty of early withdrawal.
Information that must be reported includes participant identification details, a description of the financial hardship, the requested amount for withdrawal, and supporting documentation that verifies the hardship.
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