Get Hardship Withdrawal Application - Wespath.org

This guide provides clear and supportive instructions for completing the Hardship Withdrawal Application online. By following these steps, you can understand how to effectively fill out the necessary information required for your hardship withdrawal request.

Follow the steps to complete your hardship withdrawal application.

1. Click ‘Get Form’ button to access the Hardship Withdrawal Application. This will allow you to retrieve the form and begin filling it out.
2. In Part 1, Participant Information, enter your full name, Social Security number, mailing address, primary phone number, email address, and country of citizenship. Ensure that all personal details are accurate and up to date.
3. Proceed to Part 2: Hardship Withdrawal Need. Check one box that corresponds to your reason for applying for the hardship withdrawal. Remember to gather proof of your financial hardship, as it must accompany your application.
4. Answer the following questions in Part 2 honestly. Indicate whether you expect to receive reimbursement for your hardship, whether you have provided necessary supporting documentation, whether you have liquidated non-essential assets, and if you can obtain other distributions or loans.
5. In Part 3, specify the dollar amount needed to address your financial hardship. Provide the total amount, including expected taxes and penalties, if necessary. Ensure that the requested amount does not exceed the limits set by IRS regulations.
6. Confirm your understanding of the application by signing and dating the form in Part 4. This indicates your agreement with the terms and conditions related to the hardship withdrawal.
7. Once the application is completed, submit it along with your supporting documentation. You can send it via email, fax, or mail, as specified in the instructions.
8. Finally, be sure to keep a copy of the completed form and all submitted documents for your records.

Start filling out your Hardship Withdrawal Application online today to ensure timely processing of your request.