SS
Sindisiwe S

1 reviews | Active since Mar 2018

04 Nov 2020, 12:57

What a pain it is dealing with OldMutual. They can’t even send you an IRP5

Honestly dealing with Old Mutual has to be one of the most painful experiences I’ve ever had to face in my life. You don’t respond to emails, when I call I have to stay on the IVR for the longest of times. I’ve tried going through your website but I can’t find what I’m looking for...everything with you guys is just a nightmare.

I resigned from Nedbank last year October and I did a pension fund withdrawal of R25000. I need that IRP5 so I can complete my sars return. A tax directive has been declared with SARS but no lump sum declaration was done, this means that there is no Tax certificate on efiling to show the partial withdrawal, this also means that I can’t file my return because I need this information. Old mutual needs to submit the lump sum payout information to SARS and issue the Tax certificate to the Tax payer.

0
Replies (1)
Old Mutual
Old Mutual's reply04 Nov 2020, 13:32
Official
Dear Sindisiwe S

We are sorry to hear about the service experience. We will investigate and contact you directly to assist.

Regards
Complaints Management