Get Hardship Withdrawal Form - Transamerica Retirement Services

This guide provides clear instructions for completing the Hardship Withdrawal Form for Transamerica Retirement Services online. It aims to assist users in navigating the form's components effectively.

Follow the steps to successfully complete the Hardship Withdrawal Form.

1. Press the ‘Get Form’ button to access the Hardship Withdrawal Form and open it for editing.
2. Complete Section A, which includes employer information. Fill in the name of your company, plan name, contract number, and division number if applicable.
3. In Section B, provide your personal information. This includes your social security number, date of birth, date of hire, last name, email address, first name/middle initial, street address, city, state, zip code, phone number, and marital status.
4. Section C requires you to specify the reason for your hardship withdrawal. Select one of the listed options and provide the necessary documentation for your request.
5. In Section D, indicate the amount of money needed for the hardship. Ensure you specify an exact figure or denote the 'Maximum Allowed' if that is your preference.
6. Section E deals with income tax withholding choices. Specify whether you want to have federal and state income tax withheld from your hardship withdrawal.
7. If you are married, complete Section F for spousal consent. Your spouse needs to provide a notarized signature or have a plan representative witness their signature.
8. In Section G, ensure all required signatures are obtained, including your own and the authorized signature from the plan administrator, trustee, or another signer.
9. After completing all sections, submit the form to your employer for processing. Do not mail the form directly to the administration office.
10. Finally, keep a copy of the completed form for your records and consider printing or saving the document for future reference.

Access the Hardship Withdrawal Form online to start filling out your application today.