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What is a qualified hardship withdrawal?

A hardship withdrawal, though, allows funds to be withdrawn from your account to meet an immediate and heavy financial need, such as covering medical or burial expenses or avoiding foreclosure on a home.

How do you get approved for hardship withdrawal?

To be eligible for a hardship withdrawal, you must have an immediate and heavy financial need that cannot be fulfilled by any other reasonably available assets. This includes other liquid investments, savings, and other distributions you are eligible to take from your 401(k) plan.

How do I contact Pentegra 401k customer service?

Pentegra is here to help please feel free to contact our team at 800-872-3473 or at customerservice@pentegra.com.

How does a hardship withdrawal from 401k work?

A hardship distribution is a withdrawal from a participants elective deferral account made because of an immediate and heavy financial need, and limited to the amount necessary to satisfy that financial need. The money is taxed to the participant and is not paid back to the borrowers account.

What qualifies as a hardship?

Certain medical expenses. Burial or funeral costs. Costs related to purchasing a principal residence. College tuition and education fees for the next 12 months.

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What qualifies for a hardship withdrawal?

To be eligible for a hardship withdrawal, you must have an immediate and heavy financial need that cannot be fulfilled by any other reasonably available assets. This includes other liquid investments, savings, and other distributions you are eligible to take from your 401(k) plan.

What are the requirements for hardship withdrawal from 401k?

The IRS code that governs 401k plans provides for hardship withdrawals only if: (1) the withdrawal is due to an immediate and heavy financial need; (2) the withdrawal must be necessary to satisfy that need (i.e. you have no other funds or way to meet the need); and (3) the withdrawal must not exceed the amount needed

Can a hardship withdrawal be denied?

The legally permissible reasons for taking a hardship withdrawal are very limited. And, your plan is not required to approve your request even if you have an IRS-approved reason. The IRS allows hardship withdrawals for only the following reasons: Unreimbursed medical expenses for you, your spouse, or dependents.

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