Get Schoolsfirst Federal Credit Union 403(b) Hardship Authorization Form - Retirement Schoolsfirstfcu

This guide provides comprehensive instructions on how to accurately fill out the SchoolsFirst Federal Credit Union 403(b) Hardship Authorization Form for retirement savings. By following these steps, users can ensure a smooth submission of their hardship withdrawal request.

Follow the steps to complete your hardship authorization form online:

1. Click the ‘Get Form’ button to access the SchoolsFirst Federal Credit Union 403(b) Hardship Authorization Form and open it in your document editor.
2. Complete the participant information section, which includes entering your full name, social security number, date of birth, mailing address, home phone number, and work phone number. Make sure to double-check this information for accuracy.
3. In the hardship reason section, clearly indicate the nature of your hardship and attach the required documentation. Be specific and thorough to prevent processing delays.
4. Fill out the investment provider information. Include the name and address of the provider from which you will withdraw the funds, along with the account number and contact details.
5. In the hardship amount section, indicate the amount you are requesting for your hardship withdrawal. Be sure this amount does not exceed your total employee deferrals.
6. Sign and date the form to certify the accuracy of the information provided and your understanding that the information may be shared with necessary parties to process your request.
7. Review all information for completeness and accuracy before finalizing the form.
8. Once satisfied, save your changes, and you may then choose to download, print, or share the completed form as needed.

Complete your SchoolsFirst Federal Credit Union 403(b) Hardship Authorization Form online today!