1. Unclaimed retirement benefit search process
1.1 An enquirer will be provided with a unique reference number for each enquiry logged through the FSB search engine. This reference number must be used for future correspondence or enquiries regarding the specific case with the FSB.1.2 The search engine will establish if there is a possible match on each of the search criteria provided.
1.3 If a possible matching record(s) is identified, the enquirer will be provided with the name(s) and contact details of the administrator and/or fund(s). A message will be also be e-mailed to the administrator/ UB contact person informing them of the possible match and provide them with contact details as furnished by the enquirer.
1.4 Once the enquirer have been provided with the contact detail, he/she will be required to contact the fund / administrator directly and then follow the normal claims process of a fund to lodge a valid claim.1.5 If there is no matching record(s), the enquirer will be notified that no match could be found on the unclaimed benefits search engine.
1.6 Funds and administrators will be requested to update the unclaimed benefit data base regularly and the UB search engine will automatically check on a regular basis if a possible match is identified on the updated records. If a possible match is identified at a later stage, the enquirer will be provided with the name and relevant contact details of the fund or administrator.
2. Searching on the Web-based search engine
The UB search engine will be available on the FSB website (Departments > Retirement Funds > Searches > Unclaimed Benefits Search) or on the following link: http://www.fsb.co.za/Magic94Scripts/mgrqispi94.dll?APPNAME=Web&PRGNAME=UB_Partial_Search
An enquirer (person enquiring in respect of him/herself or on behalf of somebody else) should complete certain data fields such as name, surname, contact number or e-mail address (an e-mail address must be provided to enable a response to an enquirer). This search engine has been established to enable persons to do an enquiry free of charge and may not be used by entities or persons to do tracing on behalf of persons for a fee.In order for the UB search engine to enhance the possibility of the system to establish a possible match, an enquirer should provide as much as possible information about the person in respect of which the enquiry is made.
3. E-mail enquiries by providing an ID number only
An unsuccessful search on an ID number only does not necessarily mean that there is not an unclaimed benefit. Therefore, where a search is unsuccessful, an enquirer should send additional information by e-mail (see paragraph 4 below) or do an enquiry on the FSB website (see paragraph 2 above).
4. E-mail enquiries – general request
5. Fax submissions
To enquire if there are possible unclaimed benefits an enquirer must send a fax to 0865781183 providing as much as possible information, such as Name(s) and Surname, Fund Name, Employer name, Date of birth and ID number.
6. Telephone enquiries
The toll-free numbers for enquiries are 0800 110 443 or 0800 202 087. This facility will enable the public to enquire by telephone free of charge as all charges will be carried by the FSB.To enquire if there are possible unclaimed benefits an enquirer must provide the call centre with as much as possible information such as, Name(s) and Surname, Fund Name, Employer name, Date of birth and ID number.
7. Walk-in clients
Walk-in clients will be assisted by FSB staff to establish if there are possible unclaimed benefits due to such person.
The physical address of the FSB is River Walk Office Park, Block B, 41 Matroosberg Road, Ashlea Gardens, Pretoria.
8. Written enquiries
To enquire about possible unclaimed benefits, an enquirer must provide as much as possible information such as, Name(s) and Surname, Fund Name, Employer name, Date of birth and ID number to the FSB in writing. It should be noted that an enquirer must include all or at least one of the following: • contact number • e-mail address • contact address where a response to the enquiry can be sent.
The letter should be addressed to:
The Financial Services Board
Pensions: Surveillance and Enforcement
PO Box 35655