Get Retirement Advantage Hardship/unforeseeable Emergency Request Form

This guide provides a clear and comprehensive approach to completing the Retirement Advantage Hardship/Unforeseeable Emergency Request Form online. By following these steps, you can ensure that your request is submitted accurately and efficiently, allowing for timely processing.

Follow the steps to successfully complete the form online:

1. Press the ‘Get Form’ button to acquire the form. This will open the Retirement Advantage Hardship/Unforeseeable Emergency Request Form in the editing interface.
2. Complete the client information section. Fill in your first name, last name, address, city, state, phone number, zip code, the last four digits of your Social Security number, date of birth, and email.
3. In the reason for the request section, check all applicable boxes related to your immediate and significant financial need. Ensure to attach any required documentation for each reason you select.
4. Indicate the amount of transaction you are requesting. Enter the dollar amount and check the box if you choose to increase this amount to account for anticipated taxes.
5. Select your federal income tax withholding preference. Indicate if you would like to withhold taxes or if you prefer not to have any withheld.
6. Select your state income tax withholding preference and comply with any state regulations regarding withholding.
7. Choose your preferred delivery method for the proceeds. Options include sending a check, next day mail, regular mail, or direct deposit. Provide the necessary bank information if you select direct deposit.
8. Review and accept the hardship/unforeseeable emergency terms. Read the terms related to federal regulations and your responsibility.
9. Sign and date the form in the client and spouse signature section. Remember that a spouse’s signature is required in certain states.
10. Obtain the plan administrator's approval and signature, if necessary. Confirm that all information is correct and complete.
11. Submit your completed form either through mail or fax to Horace Mann Service Corporation at the provided address and fax number.

Start filling out your Retirement Advantage Hardship/Unforeseeable Emergency Request Form online today.