401(k) Hardship Withdrawal Documentation Checklist

Check off hardship documentation, capture plan administrator contacts, and export a clean PDF checklist.

Applicant info (optional)

Basic details to identify the plan participant.

Full name

Employer

Plan name

Last 4 of SSN (optional)

Phone

Plan or administrator details for follow-ups.

Provider name

Phone

Portal URL

Rep name

Case/Ticket #

Track request dates, category, and deadlines.

Request date

Hardship category

Amount requested

Deadline date

Mark what you already have and add notes.

Proof of hardship (rent due, eviction notice, medical statement, funeral invoice, tuition bill, disaster repair estimate)

Proof of funds needed (invoices, past-due notices, balances)

Proof of attempts at alternatives (payment plan attempts)

Identity verification (government ID)

Proof of address

Plan hardship withdrawal form

Employer verification or payroll contact (if required)

Document plan/admin contacts and outcomes.

Date

Method

Who you contacted

Summary

Outcome / next step

Notes

Empty fields will show as “—” in the PDF.

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Review details before sending; nothing here is legal advice or a substitute for local forms.