LM
Lindiwe M

1 reviews | Active since Dec 2009

07 Nov 2016, 11:05

IRP5 Error ( not willing to rectify)

<p>In 2015 I resigned from my employer. Our pension fund was administered by OLD MUTUAL. I requested them to transfer the pension to retirement fund. As I was submitting the tax returns with SARS, it was noticed with two IRP5 were issued by OLD MUTUAL. This meant that two payout were made (this was not so).</p> <p>A call was made to OLD mutual on the 30 August 2016 spoke to Mareldia who said she will log a query for one of the IRP5 to be cancelled. Another call was made again on the 9 September 2016 to follow up, still it was not cancelled. On the 21 September 2016 spoke to Tamaryn who gave reference number: ********** as proof of cancellation.</p> <p>On the 4th November 2016 went to SARS and the IRP5 is still reflecting on their system. I also checked on e-filling, it is still reflecting. I called OLD MUTUAL again spoke to Sindi who insisted that the duplicate IRP5 was cancelled and sent me a screen dump as proof. I asked if a tax directive has been sent to SARS, she stated that a tax directive will not be sent as they cancelled on the EB system (system they use to load IRP5).</p> <p>I called SARS spoke to Nothando, she stated that the second IRP5 is still reflecting, the reference number provided by OLD MUTUAL is not of assistance because SARS do not know where to insert the reference number. SARS stated that OLD MUTUAL needs to give them instructions to cancel the IRP5.</p> <p>Now I am sitting here unable to submit the tax returns. Can someone at OLD MUTUAL resolve this matter. I cannot be wasting my time and money with all these ups and downs created by you.</p> <p> </p> <p>Dissatisfied client</p>

0
Replies (4)
LM
Lindiwe M's update12 Sept 2018, 23:32
Reviewer Update
I had the same problem with them last year. It took me almost 4 months to be resolved. They gave the same reasons. When you go to SARS it's still there.
Old Mutual
Old Mutual's reply13 Sept 2018, 10:50
Official

Hi Lindiwe

We received your complaint of 12 September 2018.

We are sorry to hear about your service experience. We are investigating this matter and will contact you to resolve.

Kind regards

Coleen Aanhuizen

Complaints Management

Best regards,

LM
Lindiwe M's update13 Sept 2018, 11:04
Reviewer Update
Dear Coleen The matter has been resolved. Lindiwe
Old Mutual
Old Mutual's reply13 Sept 2018, 12:51
Official

Dear Lindiwe

Thank you for your update and confirming that this matter has been resolved.

We hope that future dealings with Old Mutual will be more positive.

Kind regards

ColeenAanhuizen

Complaints Management

Best regards,