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The document is an Unforeseeable Emergency Withdrawal Form for VALIC Annuity Accounts, specifically for 457 Deferred Compensation and LOSAP plans in New Jersey. It outlines the process for clients to request a distribution due to severe financial hardship, detailing required client information, distribution requests, reasons for withdrawal, tax withholding instructions, delivery options, and necessary approvals from plan administrators. The form emphasizes that distributions may be subject to taxes and potential penalties.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What proof is needed for a hardship withdrawal?

Income and necessary living expenses: The IRS compares your income against allowable living expenses, which include housing, utilities, food, clothing, transportation and healthcare. If your income barely covers or falls short of these basic expenses, you may qualify for hardship status.

What qualifies for emergency withdrawal from 401k?

Unforeseen Emergency means a severe financial hardship to the Participant resulting from a sudden and unexpected illness or accident of the Participant or of a dependent (as defined in Section 152(a) of the Internal Revenue Code) of the Participant, loss of the Participants property due to casualty, or other similar

Can I withdraw from my 403b for emergency?

So, what qualifies as an immediate and heavy financial need? The IRS lists the following examples: Medical bills for you, your spouse, dependents, or beneficiary. Costs directly related to the purchase of your principal residence. Mortgage payments dont count.

What qualifies as hardship for a 403b withdrawal?

A hardship withdrawal is a distribution from an employees 403(b) retirement account made because of an immediate and heavy financial need. The distribution is limited to the amount necessary to satisfy that financial need and any applicable taxes and penalties.

What reasons can you withdraw from 403b without penalty?

Some employers even require you to explore a 401(k) loan before approving a hardship withdrawal. If your plan permits hardship withdrawals, you may be required to provide documentation to support your need for the funds. Some examples are medical bills, invoices from a college or university, and bank statements.