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How do I get approved for hardship withdrawal?

However, you may be eligible for an early distribution or a hardship withdrawal if you face an immediate and heavy financial need, such as: Medical expenses. Principal residence purchase. Foreclosure or eviction prevention. Educational expenses. Certain repairs to your principal residence. Funeral expenses.

How to do a hardship withdrawal from Transamerica?

To request a hardship withdrawal, complete all applicable sections of this form, obtain any required signatures, and return the form to Transamerica at 6400 C Street SW, Cedar Rapids, IA 52499 or fax to 833-200-9987. If you have questions regarding the completion of this form, please call us at 800-755-5801.

What are the new hardship withdrawal rules?

However, a new provision allows individuals to make penalty-free annual withdrawals to cover personal emergency expenses. Specifically, as of 2024, you can withdraw up to $1,000 from your qualified plan (e.g., 401(k), 403(b), 457(b)) or IRA (including SEP, Simple IRA) once each calendar year without penalty.

What kind of documentation is needed for a hardship withdrawal?

Financial information or documentation that substantiates the employees immediate and heavy financial need. This may include insurance bills, escrow paperwork, funeral expenses, bank statements, etc.

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