Momentum refuses to correct tax certificate

I am extremely disappointed with Momentum’s refusal to correct my tax certificate for the 2024/2025 tax year.

On 13 March 2024, I paid an additional premium of R11,325 at Momentum’s own request. This amount was required to finalise an outstanding claim when I changed funds. I made the payment immediately, and Momentum confirmed that the claim would only be processed once this additional premium was settled.

However, this payment does not appear on my tax certificate, even though it is a legitimate premium contribution. The monthly premiums do appear, but this important once-off payment is missing. Because of this error, my SARS calculation is now R7,192 higher than it should be.

Momentum’s response was simply that they “cannot amend the tax certificate.” This is unacceptable. Banks, insurers and administrators regularly correct tax documents when errors are identified. Momentum is not exempt from ensuring accurate reporting, especially when their own system required the payment in the first place.

All I am asking for is:

Either a corrected tax certificate, or

A formal, written letter confirming that this R11,325 premium was received and is part of my contributions for that tax period so SARS can process it correctly.

I have now been left with no support, no escalation option, and a significant financial impact due to Momentum’s unwillingness to assist.

I expect Momentum to resolve this matter urgently and provide the necessary documentation for SARS.