RH
Renate H

1 reviews | Active since Jan 2012

10 Jul 2019, 07:58

Unclaimed Benefit

Dear Alexander Forbes Unclaimed Benefit,

This email bears reference to an email sent to *** on 17 June 2019 with regard to an unclaimed benefit of my late Mom.

After 9 working days I finally received feedback on the 01 July 2019 whereby my Mom's ID number was requested and than no response after that. I am not too sure how the process works internally but whatever process is in place it's very unresponsive.

Could someone respond to my email and advise what is required from me in order to claim?

0
Replies (3)
Alexander Forbes Financial Services
Alexander Forbes Financial Services's reply10 Jul 2019, 08:33
Official
Thank you for bringing this matter to our attention.
We apologise for the service you've experienced.
We are investigating this matter and will be in contact with you via the details provided.
Kind Regards
Bengy Marais
RH
Renate H's update10 Jul 2019, 14:37
Reviewer Update
Looking forward to speedy feedback as it's almost a month later with no assistance from Alexander Forbes and the contact centre should close down as no one seems to be aware of the correct process and I am not able to go back and forth. I have spoken to 3 consultants and they all gave me different requirements/process. It would really help if I can be consultated by someone who knows unclaimed benefits and can answer the questions I have.
RH
Renate H's update15 Jul 2019, 11:48
Reviewer Update
Dear AF

I am still waiting for feedback from someone who enjoys being a client consultant.

How do you just send a client a form to complete and not even advise on the required documents or the process thereof. I know what information I am entitled to be advised of in order to obtain the necessary documents so why isn't anyone discussing the unclaimed benefit process. Why isn't any consultant making an effort to guide me as the client?.

No information on the benefit amount or anything?, If a Letter of Executor is required, how should I request a letter of executor if I dont have the value of the fund?. I can already foresee that this claim is going to be a long back and forth process, it's already clear I am dealing with high level of incompetence.

Is there someone who can just assist in making this process easier and sharing information?not by just sending forms which I couldn't even open, no required documents nothing but an attachment.

Almost a month since I send an email and I am going nowhere close to submitting the forms.