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Withdrawal requests
based upon hardships.
Participants of the Annuity Fund may
request to withdraw money from their Annuity and Savings Fund account balance
based on hardship. Please be advised that based on the Internal Revenue
Service regulations, the Board of Trustees will recognize only the
following as reasons for a hardship withdrawal:
Unreimbursed medical expenses
incurred by participant, spouse or dependents.
Purchase of a principal residence
for the participant.
Payment of tuition for the next
semester or quarter of post-secondary education for a participant,
spouse, children or dependents.
Expenditures to stave off eviction
from a participants principal residence or foreclosure of a mortgage on
the same.
It will be necessary to supply copies
of any bills, documents, or letters that indicate there is a hardship,
and the amount of money that will be needed to satisfy the hardship
request.
Participants can only request money
that has been in the account for more than two full calendar years
preceding the calendar year of your request. As an example to withdraw
money in 2000 that same money must have been in the account in 1999 and
1998. Therefore, the only money that is eligible for a hardship
withdrawal is money that has been received and has remained on deposit in
the account prior to and including 1997. The minimum amount of money that
can be withdrawn is $500 and the maximum amount has to be equal to the
amount necessary to satisfy the hardship request.
If a participant receives a payment
from the Annuity and Savings Fund, it is subject to a mandatory 20%
Federal Income Tax Withholding.
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