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403(b) Plan Hardship Distribution Request Form

Please provide the following information regarding your withdrawal request. When finished, click Submit. For more information regarding distributions from 403(b) plans, please see When Can I Take a Distribution from My 403(b)?.

Date
Name
E-mail Address
Social Security No. - -
Phone Number
Employer Name
Withdrawal Amount

Reason for the Withdrawal: Verification for the reason chosen needs be faxed to "Distribution Request" at 513.357.3199. Failure to provide verification can delay the processing of your request.

Financial Hardship: My immediate and heavy financial hardship results from a need to (choose one):

Pay college tuiton that is due in the next 12 months for myself or a dependent.

Make a down payment on my primary residence.

Pay medical expenses for myself or a dependent.

Prevent foreclosure or eviction from my home.