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This form is to be used when Nationwide serves as the administrative service provider for a financial hardship withdrawal from a qualified Plan. It is available for current participants only and allows the use of safe harbor definitions of immediate and heavy financial needs.
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How to fill out participant financial hardship distribution

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How to fill out participant financial hardship distribution

01
Obtain the participant financial hardship distribution form from your plan administrator.
02
Read the instructions carefully to understand eligibility requirements.
03
Fill in your personal information including name, address, and account number.
04
Specify the reason for your financial hardship, choosing from the options provided.
05
Provide documentation to support your claim of financial hardship.
06
Calculate the amount you wish to withdraw, ensuring it does not exceed the allowable limit.
07
Sign and date the form to certify that all information is accurate.
08
Submit the completed form and required documentation to your plan administrator.

Who needs participant financial hardship distribution?

01
Participants of retirement plans who are experiencing financial difficulties or hardships that qualify under plan guidelines.
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A participant financial hardship distribution is a withdrawal from a retirement plan granted to participants who demonstrate financial difficulty, allowing them to access funds under specific circumstances.
Participants in a retirement plan who wish to receive a hardship distribution must file for it, typically requiring documentation of their financial need.
To fill out a participant financial hardship distribution request, you must complete the designated form provided by your retirement plan, providing details about your financial need and supporting documentation.
The purpose of participant financial hardship distribution is to provide financial relief to plan participants facing immediate and pressing financial needs, like medical expenses or home purchases.
Information that must be reported includes the nature of the financial hardship, the amount of the distribution requested, and any supporting documentation to validate the request.
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