Question:
Good day My father-in-law passed away 13 years ago. His kids are receiving a pension from the metal industry where he worked for years. How do I claim surplus funds without the deceased's details, because we don't have his ID or death certificate.
Answer:
Jesmien,
The children's mother should have this information, and she should be the person to claim for a surplus benefit. But if the Fund is presently paying a pension to the deceased's children, they should have his details on file, such as his ID number. You can then use this, to check whether he would have qualified for a surplus apportionment.
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.
