Distribution Financial Hardship - 401k - Fidelity 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out Section 1, 'Account Owner / Participant'. Enter your name, Social Security or Taxpayer ID number, date of birth, and contact information. If your address has changed, provide the new address.
3. In Section 2, 'Plan Involved', input the name of your plan sponsor and plan number. You can find this information by contacting your plan sponsor or visiting mysavingsatwork.com.
4. Proceed to Section 3, 'Reason for Distribution'. Select one reason for your hardship withdrawal. Ensure you check with your plan sponsor regarding accepted reasons and required documentation.
5. In Section 4, specify the distribution amount you are requesting. Be mindful of any tax implications and ensure that the amount does not exceed available plan assets.
6. Complete Section 5 regarding tax withholding preferences. Choose whether to withhold federal and state taxes as applicable.
7. Select a delivery method in Section 6. Provide necessary banking details if opting for Electronic Funds Transfer (EFT).
8. If married, complete Section 7 for spouse’s consent. Ensure that the signature is notarized or witnessed by a plan representative.
9. Finally, sign and date the form in Section 8 to authorize Fidelity to process your request.

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