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This document serves as a guide for participants of the Local 8A-28A 401(k) Retirement Plan to request a hardship withdrawal. It includes instructions, required steps, forms, and details regarding the types of financial hardships that qualify for withdrawal, as well as necessary documentation and potential tax implications.
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How to fill out hardship withdrawal package

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How to fill out hardship withdrawal package

01
Gather necessary documentation that supports your hardship claim, such as medical bills, eviction notices, or job loss letters.
02
Obtain the hardship withdrawal package from your plan administrator or download it from your retirement plan's website.
03
Complete the application form, providing all required personal information and details regarding your financial situation.
04
Attach the gathered documentation that validates your claim for a hardship withdrawal.
05
Review the application to ensure all information is accurate and complete.
06
Submit the completed hardship withdrawal package to your plan administrator, either by mail or electronically if permitted.

Who needs hardship withdrawal package?

01
Individuals facing significant medical expenses.
02
Employees experiencing job loss or reduced income.
03
Individuals at risk of eviction or foreclosure.
04
Those needing funds for funeral expenses.
05
Participants who require financial assistance for post-secondary education costs.
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A hardship withdrawal package is a set of documents and forms that an employee must complete to request a withdrawal from their retirement savings plan due to financial hardship.
Employees who are experiencing financial hardship and wish to withdraw funds from their retirement savings plan are required to file a hardship withdrawal package.
To fill out a hardship withdrawal package, employees need to complete the necessary forms, provide documentation of their financial hardship, and submit the package to the plan administrator for review.
The purpose of a hardship withdrawal package is to formalize a request for funds from a retirement plan in order to alleviate immediate and urgent financial needs.
The hardship withdrawal package typically requires personal identification information, a description of the financial hardship, the amount requested, and supporting documentation that verifies the hardship.
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