Get Unforseen Emergency Withdrawal Application - Calpers ...

The Unforeseen Emergency Withdrawal Application from CalPERS allows individuals to request a withdrawal in times of financial hardship. This comprehensive guide will walk you through the steps to complete the form online in a clear and user-friendly manner.

Follow the steps to accurately complete your application online.

1. Click ‘Get Form’ button to access the Unforeseen Emergency Withdrawal Application and open it in your chosen form editor.
2. Review the hardship requirements outlined at the start of the application to determine if you meet the eligibility for a withdrawal.
3. Fill in the participant information section carefully. Provide your name, social security number, agency plan number, and contact details including mailing address, phone numbers, and email.
4. In the 'Unforeseen Emergency Withdrawal Requirements' section, read about the types of emergencies eligible for withdrawal and prepare to indicate your reason.
5. Select the amount you are requesting to withdraw. Choose between the maximum amount or specify a dollar amount that meets your financial need.
6. In the tax withholding elections section, decide how much federal and state tax you want withheld from your withdrawal. Review the implications carefully or consult a financial advisor.
7. Choose how you prefer to receive the funds - either through standard first-class mail or expedited delivery for an additional fee.
8. Provide a valid reason for the withdrawal and ensure you gather the required documentation to substantiate your claim.
9. Sign the form in the authorization section and have your employer review and sign it as well.
10. If applicable, include spousal consent if you are married. If the spouse cannot sign, complete the justification section.
11. Before finalizing, double-check that you have completed all sections and included all necessary documentation. Save changes, download a copy, and either print or share the form as needed.

Complete your Unforeseen Emergency Withdrawal Application online today to ensure timely processing.