Instructions for Requesting Hardship Withdrawal Form
This file provides comprehensive instructions on how to request a hardship withdrawal from the UA Local 190 Defined Contribution Plan. It outlines the necessary documentation and procedures required for submission. Ensure you follow the guidelines closely to avoid delays in processing your request.
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How do I fill this out?
To fill out the hardship withdrawal request form, start by carefully reviewing all enclosed information. Next, complete each section of the form as accurately as possible, ensuring you provide the required documentation. Finally, return the completed form to the specified address for processing.
How to fill out the Instructions for Requesting Hardship Withdrawal Form?
1
Review all enclosed information thoroughly.
2
Complete each section of the form accurately.
3
Indicate the reason for your hardship request.
4
Attach the appropriate supporting documentation.
5
Return the form to the specified address.
Who needs the Instructions for Requesting Hardship Withdrawal Form?
1
Employees of the UA Local 190 who require financial assistance due to hardships.
2
Individuals facing foreclosure or eviction and need to access their retirement funds.
3
Participants needing to cover medical expenses that are not reimbursed by insurance.
4
Parents seeking to pay for their children's post-secondary education expenses.
5
Individuals needing funds for urgent repair of damage to their primary residence.
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What are the instructions for submitting this form?
To submit this form, send it to the designated address at the Fund office: J/B/T of UA Local 190 DC Plan, TIC International, 30700 Telegraph Rd. Ste. 2400, Bingham Farms, MI 48025. Alternatively, you may fax the completed form to 1-877-778-2100. Ensure that the 'Your Plan Authorization' section is signed by your Fund Representative before submission.
What are the important dates for this form in 2024 and 2025?
Important dates for this form include the submission deadlines for hardship withdrawals which may vary based on specific plan guidelines. Always check your plan documents for the most accurate information. For 2024 and 2025, stay updated on any rule changes or procedural updates that may affect your withdrawal requests.
What is the purpose of this form?
The purpose of this form is to allow participants in the UA Local 190 Defined Contribution Plan to request hardship withdrawals from their retirement savings. This process ensures that individuals under financial distress can access funds for critical needs like medical expenses, education, and home repairs. The form requires detailed information and supporting documents to verify the need and comply with IRS regulations.
Tell me about this form and its components and fields line-by-line.
- 1. Plan number: Unique identifier for the retirement plan associated with the request.
- 2. Social Security number: Participant's Social Security number for identification.
- 3. First name: Participant's first name.
- 4. Last name: Participant's last name.
- 5. Address: Participant's current residential address.
- 6. City: City of residence.
- 7. State: State of residence.
- 8. ZIP code: ZIP code for the residence.
- 9. Date of birth: Participant's date of birth.
- 10. Daytime telephone number: Contact number for daytime availability.
- 11. Evening telephone number: Contact number for evening availability.
- 12. Withdrawal Request Amount: Amount of money the participant wishes to withdraw.
- 13. Reason for Hardship: The specific reason for requesting the hardship withdrawal.
What happens if I fail to submit this form?
If the form is not submitted correctly or is incomplete, your hardship withdrawal request may be denied. It is crucial to ensure that all fields are filled in accurately and that all required documentation is attached. Without proper submission, accessing your funds may be delayed, impacting your financial situation.
- Incomplete documentation: Missing documents can result in a denial of the request.
- Incorrect information: Errors in the form can lead to processing delays.
- Lack of employer signature: Failure to obtain necessary approvals can void the request.
How do I know when to use this form?
- 1. Medical expenses: Use the form if you have incurred eligible medical bills that are not covered by insurance.
- 2. Foreclosure prevention: Allows access to funds needed to avoid eviction or foreclosure.
- 3. Education costs: Utilize this request for paying educational expenses for yourself or dependents.
Frequently Asked Question
What should I do if I make a mistake on the form?
You can easily correct mistakes by editing the PDF in PrintFriendly before submitting.
How do I know what documentation to attach?
Refer to the detailed instructions included in the PDF for specific requirements on documentation.
Can I save my progress on the form?
While you cannot save directly, you can download your progress and return later to continue editing.
What are the types of financial hardships accepted?
The form covers various hardships including medical expenses, foreclosure prevention, and tuition payments.
How quickly will my request be processed?
Processing times may vary, but ensure your documentation is complete for quicker approval.
Can I access my account information online?
Yes, you can view your account details at the designated Prudential website.
Is support available if I need help?
Customer Service representatives are available for assistance during business hours.
What happens if I submit incomplete documentation?
Your request will be denied if documentation is missing; ensure all required documents are included.
How will I know if my request is approved?
You will receive a notification regarding the status of your hardship withdrawal request.
Can I submit the form electronically?
Check your Fund office's submission guidelines; electronic submission may be an option.
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