Hardship Letter Examples

   IRA Hardship Withdrawal

Dear {investment entity or employer}:

I would like to take a hardship withdrawal from my IRA account, plan number {number}, in the amount of {amount} due to an immediate and heavy financial need.

I can readily provide documentation, but in short, I am {paying for a funeral/have high medical bills/am newly disabled/etc.}. Accessing my IRA is my last resort.

If my penalty waiver is not approved, I understand there may be tax implications, but I still must proceed. Thank you for considering my request in a timely manner. I would like to receive the funds via {EFT/check}.

Attached please find the required Hardship Withdrawal Request Form.



Attachment: Hardship Withdrawal Request Form

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Index of Hardship Letter Examples