Principal 401k hardship withdrawal form

    • 403(b) Plan

      A hardship withdrawal is allowed from your salary reduction contributions (excluding earnings) and Roth 403(b) contributions. The money you withdraw must be needed for: Certain medical expenses incurred by you, your spouse, dependent or a primary beneficiary designated by you under the Plan;

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    • [DOC File]SUMMARY PLAN DESCRIPTION

      https://info.5y1.org/principal-401k-hardship-withdrawal-form_1_1fe7cd.html

      C. Form of Payments 15. 1. Lump Sum Distributions 15. a) Non-rollover Distribution 15 ... This SPD is a brief description of the principal features of the plan document and trust agreement and is not meant to interpret, extend or change these provisions in any way. ... If you are an Employee and request a hardship withdrawal and it is approved ...

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    • [DOC File]SUMMARY PLAN DESCRIPTION

      https://info.5y1.org/principal-401k-hardship-withdrawal-form_1_ed989b.html

      If you qualify, you may apply for a hardship withdrawal to satisfy the following needs: (1) medical expenses for you, your spouse, children, dependents or a primary beneficiary designated by you under the Plan; (2) the purchase of your principal residence; (3) to prevent your eviction from, or foreclosure on, your principal residence; (4) to ...

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    • [DOC File]Bank of America

      https://info.5y1.org/principal-401k-hardship-withdrawal-form_1_b62b35.html

      If you take a hardship distribution attributable to Elective Deferral Contributions, your Elective Deferral Contributions to the Plan and any other plan sponsored by the Employer or an affiliate, as well as after-tax contributions, will be suspended for a period of 6 months following the date the distribution is taken, unless your Employer ...

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    • [DOC File]Distributions from Qualified Plans

      https://info.5y1.org/principal-401k-hardship-withdrawal-form_1_adb8dd.html

      Hardship Withdrawals – The plan must define hardship in objective terms, subject to the hardship withdrawal rules under 401(k). The distribution must be made on account of an immediate and heavy financial hardship and must not exceed the amount needed to satisfy the financial need. Treas. Reg. §1.401(k)-1(d)(3).

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    • [DOC File]SAFE HARBOR MATCHING CONTRIBUTION NOTICE

      https://info.5y1.org/principal-401k-hardship-withdrawal-form_1_2b0e54.html

      Hardship withdrawal: Hardship withdrawals must be for a specified need – for qualifying medical expenses, costs related to your principal residence (purchasing of, preventing eviction from or foreclosure on your principal residence, or repairing qualifying damages to such principal residence), qualifying post-secondary education expenses ...

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    • [DOC File]XYZ SAMPLE COMPANY'S 401(K) PLAN

      https://info.5y1.org/principal-401k-hardship-withdrawal-form_1_8596a5.html

      Title: XYZ SAMPLE COMPANY'S 401(K) PLAN Author: AutoDoc Last modified by: A401866 Created Date: 9/17/2008 5:24:00 PM Company: Corbel Other titles: XYZ SAMPLE COMPANY'S 401(K) PLAN

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    • [DOCX File]AMENDMENT TO IMPLEMENT HARDSHIP DISTRIBUTION

      https://info.5y1.org/principal-401k-hardship-withdrawal-form_1_e77399.html

      Except as otherwise provided in Amendment Section 2.5, effective January 1, 2018 or as soon as practical thereafter, to the extent the Plan permits hardship distributions for expenses to repair damage to the Participant's principal residence that would qualify for a casualty loss deduction under Code §165, such amounts will be determined ...

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    • [DOC File]SUMMARY PLAN DESCRIPTION

      https://info.5y1.org/principal-401k-hardship-withdrawal-form_1_449968.html

      If you qualify, as indicated below for each withdrawal, you may obtain a withdrawal from the Plan while you are still an Employee. You can apply for any of the below described distributions by calling the Fidelity Retirement Benefits Line at 1-800-835-5097 or by accessing the NetBenefitsSM web site at www.401k…

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