Hardship withdrawal
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HARDSHIP WITHDRAWAL INFORMATION - Stewart Richey
www.stewartrichey.comHARDSHIP WITHDRAWAL INFORMATION Financial hardship means hardship due to immediate and heavy financial need. The plan allows hardship withdrawals for these reasons only; • To pay medical expenses for you, your spouse, or your dependents (as defined in Section 152 of the Internal
Plan Information Participant Information
www.bsgi401k.comPage 2 of 4 R-19305 1/27/14 Distribution Information (continued) Tax Withholding Federal Tax Withholding –The Internal Revenue Service requires income tax withholding of 10% for hardship distributions unless you elect otherwise. All other benefit distributions require 20% income tax withholding unless
WITHDRAWAL/SURRENDER REQUEST FORM
mrannuity.comThe minimum amount for a partial withdrawal is $500.00 net of contract charges. The maximum amount cannot reduce the surrender value below the policy minimum value, as defined in the policy contract.