Get 403(b) - Mcps Yourplan.info

This guide provides step-by-step instructions for users on how to fill out the 403(b) - MCPS YourPlan.info online. Whether you are familiar with digital forms or are a first-time user, this guide aims to help you navigate the process with ease and clarity.

Follow the steps to successfully complete your 403(b) hardship request form.

1. Press the ‘Get Form’ button to access the hardship request form and open it in your preferred editor for online completion.
2. Fill in your personal information carefully. Include your name, Social Security number, street address, city, state, ZIP code, daytime phone number, and date of birth.
3. In the hardship request section, input the total amount you are requesting to withdraw from your 403(b) account due to financial hardship.
4. Check the appropriate box for the reason for your hardship withdrawal. You may choose from options including necessary medical expenses, purchase of a principal residence, tuition payments, eviction or foreclosure costs, funeral expenses, or repair expenses.
5. Certify that the amount you are requesting does not exceed your immediate needs and that you cannot reasonably relieve your financial situation through other means.
6. Decide whether you want to elect withholding for federal taxes. If you want to opt-out, check the corresponding box. Keep in mind that a default of 10% federal withholding will apply if no election is made.
7. If you wish to gross up your withdrawal to cover taxes and penalties, indicate that on the form by checking the relevant boxes for federal income tax, state income tax, and penalty tax.
8. Choose your preferred payment method—whether you want a check sent to your address of record or a wire transfer. If choosing a wire transfer, input the required banking details.
9. Review all information for accuracy. Ensure you attach any necessary documentation supporting your hardship claim.
10. Sign and date the form to confirm that all information is accurate and complete.
11. Submit the form and supporting documents as instructed, either by regular or express mail as per the guidelines provided.

Start filling out your 403(b) hardship request form online today to begin the process.