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. Hover over Request Transactions and click on Loans and Withdrawals.
2. In the Withdrawals dropdown box, select Hardship.
3. Click on Get Started.
4. Select hardship reason in the drop down box.
5. Designate the amount you are requesting.
6. Select Submit and then “I AGREE”.

7. 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.

8. After planwithease notifies you of approval, log back into your account and place cursor on Documents.
9. Click on the arrow by Reports /Letters Group. Print the Approval Letter and send it to the provider along with the provider’s hardship form.