Get Form 1 Attestation Regarding Withdrawal

Filling out the Form 1 Attestation Regarding Withdrawal is a crucial step for individuals seeking to withdraw funds due to financial hardship. This guide provides clear, step-by-step instructions for completing the form online, ensuring you can navigate each section with confidence.

Follow the steps to successfully fill out the form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the name of the financial institution that is holding your funds in Section 1.
3. In Section 2, list all locked-in retirement savings plans from which you wish to withdraw funds. Be sure to include the account number, type of plan, and the financial institution's name.
4. In Section 3, proceed to the attestation. For medical or disability-related withdrawals, certify the required statements by placing a checkmark beside statements 3(A)(a) through 3(A)(d). For low-income certification, check the corresponding statement under 3(B).
5. Complete Section 4, filling out Table 4 which details your expected income and any previous withdrawals made this calendar year.
6. If you are seeking a low-income component withdrawal, complete Sections D and E as outlined. Calculate the eligible amounts using the provided formulas, ensuring accuracy in your arithmetic.
7. Section F requires you to determine the total amount eligible for withdrawal by combining amounts calculated in Sections D and E.
8. Finally, in Section G, enter the total amount you wish to withdraw, which can be less than or equal to what you identified as eligible in Section F.
9. Sign the form in Section 5 as a sworn affidavit before an authorized person.

Start filling out the Form 1 online today to manage your financial hardships effectively.