How do I confirm that my tax affairs are in order?

Question:

Hi, I contacted our HR manager about my retirement fund and he said that he submitted all my details. He said that I must now wait two to three months for the funds to be paid out. How can I follow up to confirm that these details are correct?

Answer:

Eugene,

You can contact the administrator who looks after your employer's retirement fund, and ask them to confirm that all the documents and your tax affairs are in order. Your employer or your fund literature should tell you who the administrator is, however, administrators do prefer it if such queries are channelled through your employer's HR department, so that they are not continuously interrupted.