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HARDSHIP REQUEST
In general, you may take a Hardship Distribution from your plan. If your plan allows loans, you must use the loan feature before you request a Hardship Distribution.
In order to request a Hardship Distribution you must provide documentation of one of the following financial hardships.
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Home Purchase
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Foreclosure/Eviction
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Healthcare
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Education
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Funeral Expenses
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Expenses for the repair of damage to principal residence
Currently, all distributions from retirement plans are subject to taxes and, if you are younger than 59½, penalties.
These are only general rules, your plan will have specific rules concerning hardships.
This form is best filled out on a desktop or laptop.
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