Hardship Withdrawals and documentation

[Guest jmetro]

For a safe harbor hardship withdrawal format, is “proof of need” required (eg: eviction notice, college bill) or merely advisable? The plan document doesn’t specify.

[Guest MrClean]

Hi, its adviseable,but to be on the safe side,they should be able to prove the safe harbor hardship request..ie eviction..Participant would need to send in proof that they are going to be evicted or foreclosed.