Form hardship withdrawal request 2025

1. Click ‘Get Form’ to open it in the editor.
2. In Section I, fill in all applicable participant information, including your name, Social Security number, and contact details.
3. Proceed to Section II. If the withdrawal is for someone else, indicate the relationship by checking the appropriate box. For home-related expenses, ensure you certify that funds will be used for your primary residence.
4. In Section III, select either the maximum amount available or specify a dollar amount you are requesting.
5. Move to Section IV and make your gross-up election. You can choose to gross-up your hardship amount by up to 30% for anticipated taxes.
6. In Section V, indicate your federal and state income tax withholding preferences.
7. If necessary, provide any additional instructions in Section VI.
8. Finally, sign in Section VII to authorize your hardship withdrawal request.

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