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Section 72(t) provides additional methods for premature distribution exceptions which can occur before leaving employment (if the plan allows): 10. High Unreimbursed Medical Expenses– for yourself, your spouse, or your qualified dependent. If you face these expenses, you may be allowed to withdra...
Her spouse is employed with sufficient income to meet the financial sponsorship requirement. Margaret must submit Form I-864 because she is the one who petitioned her mother. However, because William is a household member, he can include his income in the calculation by filing out Form I-864...