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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General

Can I claim my deceased father's surplus money?

What surplus money are you referring to? From his deceased estate, his retirement fund, his living annuity, his life cover?

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Can a search be done under my ID no. to see what funds I belong to?

Yes, you may able to do a search under someone's ID number. A financial adviser with access to the Astute system may be able to help you.

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What is the tax treatment of arrear and excess contributions?

The "arrear contribution" refers to an additional current year contribution that is related to a previous tax year in which you did not claim your maximum allowable deduction.

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What is the purpose of a non-resident bank account?

Your comment "these accounts all seem to stipulate that deposits should only be in foreign currencies" cannot possibly be true.

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Can I claim UIF if I take early retirement due to ill-health?

No doubt you have read the requirement on the Department of Labour web site. It specifies that you can claim an illness benefit unless

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Can I claim UIF if I retire early?

There is a difference between unemployed, and being retired. The purpose of UIF is to tie over workers who have (involuntarily) lost their job or income due to retrenchment, dismissal, illness or pregnancy.

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Can I claim UIF if I resigned from my job?

You do not qualify to claim UIF if you resign from your job - only if you are fired or retrenched. Otherwise we would all resign.

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