Unclaimed Pension

The main reasons for benefits becoming listed as unclaimed are:

• The member’s exit documents – Z102 forms submitted when a member leaves the Fund, were not submitted or contain errors that have not been rectified;
• The GEPF is unable to get a tax directive from SARS as the member or beneficiaries’ tax affairs are not in order such as, for example when they are not registered for tax or they have not submitted tax returns, etc.
• The benefits are paid but are returned to the GEPF due to incorrect banking details, frozen or dormant accounts, incorrect pay points and
• The GEPF does not have enough information in respect of the deceased members’ spouse(s) or beneficiaries to enable them to claim their benefits or for the fund to pay the benefits to them.

The following people are able to claim unclaimed benefits:

• Retired GEPF members and members who are no longer in service;
• Beneficiaries of GEPF members no longer in service or who are deceased; and
• The guardians of GEPF members’ beneficiaries.

1. If the applicant is a member or spouse, the following documents are needed to claim unclaimed benefits:

1. • A completed Banking Details form (Z894);
   • A certified copy of the applicant’s ID (not older than six months);

1. An updated personal details Z864 form;
   If the applicant is a beneficiary, the following documents are needed to claim unclaimed benefits:

1. • The member’s death certificate;
   • A certified copy of the beneficiary’s ID (not be older than six months);
   • A completed Banking Details Z894 form;
   • Guardian letter in the case of minor beneficiaries; and
   • A certified copy of the guardian’s ID (not older than six months).