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Hardship Withdrawal Request

Instructions (Toll-free TPA phone assistance 855-464-6928)

Check your employer's plan details to determine if this option is available in your plan.


Log into planwithease:           Need login help?


 

 
  1. Select Request Transactions.
  2. A menu will appear below the tabs. Select the Withdrawals/Rollovers Out tab.
  3. Select Hardship in the drop down box.
  4. Select hardship reason in the drop down box.
  5. Designate the amount you are requesting.
  6. Select Submit.
    Note: Submit supporting documentation to planwithease at (866) 771-5047. The withdrawal request is reviewed within 5 business days. Notification of approval will be sent to you via email.
  7. After planwithease notifies you of approval, place cursor on Documents and select Reports/Letters. Print the certificate in the Reports tab and send it, along with the provider's form, to the provider.