Plan 990060 000001 2026

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The document is a Hardship Withdrawal Form for the Joint Annuity Fund of Local Union No. 164, I.B.E.W., allowing participants to request withdrawals from their annuity and rollover accounts under specific hardship conditions. It outlines eligibility requirements, withdrawal limits, exceptions for certain distributions, necessary documentation, tax implications, and the need for spousal consent if applicable.

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Click ‘Get Form’ to open it in the editor.
Begin by filling out the Participant Information section. Clearly print your last name, first name, middle initial, social security number, date of birth, and contact details including home and work telephone numbers.
In the Reason for Distribution section, check one box that best describes your financial need. Ensure you attach any required documentation as specified for your selected reason.
Complete the Amount of Distribution section by specifying the dollar amount you wish to withdraw. Remember that this must be at least $1,000 unless you are applying for COBRA premium payments.
Review the Federal Income Tax Withholding Election section and select your preference regarding tax withholding on your distribution.
Certify your marital status in the Certification section and provide your signature. If married, ensure that your spouse completes their consent section with notarization.
Finally, submit the completed form to the designated address provided at the bottom of the document.

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Versions	Form popularity	Fillable & printable
2018	4.2 Satisfied (20 Votes)
2012	4 Satisfied (23 Votes)

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