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Loan Request Form v322 2 FORMS 2026
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- Click ‘Get Form’ to open the Loan Request Form v322 2 FORMS in the editor.
- Begin by filling in your Employer/Plan Name and your personal details, including your name, Social Security Number, mailing address, contact number(s), and email address.
- In Section A, specify the loan amount you wish to borrow from your Retirement Plan. Ensure it meets the minimum requirement of $1,000.
- Select the purpose of your loan request from the provided options: Primary Residence Loan, Hardship Loan, or Personal Loan. Make sure to check if supporting documents are required for Hardship Loans.
- Indicate whether this is a new loan or a refinance and complete any additional fields related to payment terms as outlined in the Payment Chart.
- Choose your preferred payment method in Section B and provide necessary banking information if opting for Direct Deposit (ACH).
- Finally, review all entries for accuracy before signing the form at the bottom. Ensure that all required signatures are included.
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