extreme hardship

What Documentation Is Needed For A Hardship Withdrawal?

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What Documentation Is Needed For A Hardship Withdrawal? This may include insurance bills, escrow paperwork, funeral expenses, bank statements, etc. Documentation to support that the hardship was made properly and in accordance with the plan provisions and the IRS regulations. Evidence that the payment was made to the participant and reported on Form 1099R. Do

How Do You Show Financial Hardship?

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How Do You Show Financial Hardship? proof of income (pay stubs, offer letter, etc.) proof of other income (e.g., alimony, child support, disability benefits) an expense sheet laying out all your expenses. tax returns (two years worth of returns) profit and loss statement. current bank statements. What are examples of financial hardship? Illness or injury.