Form hardship withdrawal request 2026

1. Click ‘Get Form’ to open it in the editor.
2. In Section I, fill in your personal information including your name, Social Security Number, and contact details. Ensure all fields are completed clearly.
3. Proceed to Section II. If the request is for someone else, indicate the relationship by checking the appropriate box. For home purchase or eviction prevention requests, 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 a gross-up election if applicable. You can choose to gross-up your hardship amount up to 30%.
6. In Section V, indicate your tax withholding preferences for federal and state taxes.
7. If needed, provide any additional instructions in Section VI.
8. Finally, sign and date Section VII to authorize your hardship withdrawal request.

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