Active since Jul 2011
I am extremely disappointed with the handling of my Two-Pot retirement withdrawal by Alexander Forbes. I submitted a full savings withdrawal on 12 March 2026 (Case Number: 10826775). However, Alexander Forbes used the wrong tax number on my claim — they entered 3591074145 instead of my correct personal tax number: 0578114266 (ID: 7908285008089). As a result: SARS cannot issue a tax directive due to the incorrect tax number; My payment is blocked indefinitely; This is causing stress and financial inconvenience; The error is entirely on Alexander Forbes’ side. I have already contacted Alexander Forbes but have not yet received a confirmation that the tax number will be corrected and resubmitted to SARS. I expect Alexander Forbes to: Correct the tax number on my Two-Pot withdrawal claim immediately, Resubmit the claim to SARS without further delay, Provide written confirmation of the correction and expected timeline.
I am extremely disappointed with the handling of my Two‑Pot retirement withdrawal by Alexander Forbes. I submitted a full savings withdrawal from the North‑West University Pension Fund on 12 March 2026 (Case Number: 10826775). However, Alexander Forbes used the wrong tax number on my claim — they entered 3591074145 instead of my correct personal tax number: Whas sent to you via email As a result: SARS cannot issue a tax directive due to the incorrect tax number; My payment is blocked indefinitely; This is causing stress and financial inconvenience; I should not be waiting because the error was completely on Alexander Forbes’ side. I have already contacted Alexander Forbes but have not yet received a satisfactory resolution or confirmation that the tax number will be corrected and resubmitted to SARS. This is a serious administrative error that has prevented me from accessing my own lawful funds. I expect Alexander Forbes to: Correct the tax number on my Two‑Pot withdrawal claim immediately, Resubmit the claim to SARS without further delay, Provide written confirmation of the correction and expected timeline. I will escalate this matter to the FSCA and relevant ombudsman if this issue is not resolved promptly. FD ROODT Tax Number: sent via email Case No: 10826775
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