Browse FAQs

Business

Can I borrow money while waiting for my pension to be paid?

Yes, you can borrow money, but not from your pension fund, nor can you use your pension fund as collateral for any other loan.

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Can I cash in my provident fund while employed?

Your fund membership is governed by the fund rules. If the fund rules specify that employees on short-pay are not eligible for employer contribution, then the employer has to comply with that.

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Are provident fund contributions compulsory?

If your employer offers a provident fund, and, you, as a new employee, are eligible to join, then you must join the fund.

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Can I claim tax that was deducted from my provident fund?

Any VAT you paid will relate to fees charged by your service provider. As a private individual, you will not be able to claim this VAT back.

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Can I claim my provident fund form a previous employer?

Yes, you can still claim your provident fund.

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Can I transfer my CINPF to my employer's provident fund?

This is a question of company policy, the Fund rules and your employment contract.

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Can I submit the documents myself to claim my provident fund?

You can submit the documents yourself to claim your provident fund, but you must get your former employer's signature on the document first.

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Can I still claim my provident fund if my job is terminated?

The money in your provident fund, as reflected on your latest benefit statement, belongs to you (even if your employer made all the contributions).

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Can I withdraw my provident fund if I'm claiming UIF?

Yes, you can claim UIF even if you claim your provident fund.

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Does a provident fund claim expire?

In theory it does not prescribe; however the money will be transferred to an unclaimed benefits fund in due course, and the fund rules may provide that the amount is written back after a set period (although National Treasury wants to prohibit this).

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Can my employer withhold my provident fund benefits?

your former employer is bound by the fund rules to submit the completed claim forms to the fund administrator. 

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Can my employer force me into joining a provident fund?

It is completely legal.

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Can I withdraw or transfer my 10X Umbrella Fund?

In terms of the current law, there will be no complications on leaving - at your request, the money will be paid into your bank account or transferred to another fund, typically within 14 business days

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Can I take out a loan against my provident fund?

You are only allowed to borrow money from your fund if this is permitted by your fund rules. Even then, the loan must be for very specific purposes, essentially housing related (to buy a home, pay off a bond, fund improvements etc).

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How do I claim my pension fund from a previous employer?

This money belongs to you. You need to get hold of your former employer (HR department) and inquire who administers the company's pension fund.

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