How can I get my late father's surplus paid out?


Question:

Dear Sir/Madam I am concern individual. My father passed away in june this year and b4 he passed away,he was told that in 1month he will get his surplus,but after he passed away.I was told to re apply for surplus.I contacted the offices of surplus before application and they told me" yea" he is qualifying and they sent me the form to feel out,I did that and I send it back to them via post as they told me. Till now no1 is interested to give me feedback,and my family is treating me like a bad person as if I am hiding samthing 2them ,I got the money.I am working and I think I dnt need ol these problems. If any1 can assist me what can I do and where can I go 4next step ,I will be glad,coz I am in the mindle of no where.

Answer:

Khaya, Provided his tax affairs were in order, and you have submitted all the required documents (such as a copy of your ID, a completed instruction form stating where the money should go, and proof of banking details), it should not take this long to pay out. You should follow up with the fund administrator to see what is holding up the process, to confirm they have received all the required documents, and that there were no problems with SARS that you need to resolve. If the administrator does not give you any joy, you should follow up with your previous HR department to ensure they follow up on this matter.

The information and answers supplied in this section do not constitute advice as defined by the Financial Advisory and Intermediary Services Act, 37 of 2002.


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