FAQ's

Beneficiary tracing is the process of locating and identifying individuals who may be entitled to receive benefits from a deceased member, retirement or provident fund, life insurance policy or other financial asset

A beneficiary may need to be traced when their current contact details or location are unknown, when they have lost contact with the deceased member or when benefits remain unclaimed because the rightful beneficiary has not been identified or located

Our services can support trustees, board members, beneficiaries, members and other organisations or stakeholders requiring professional beneficiary tracing and investigation services

Our process generally consists of four stages: initial consultation, research and investigation, beneficiary identification and verification, followed by ongoing support through the relevant claims process

The information required may vary depending on the case. During the initial consultation, we assess the available information and relevant documentation to determine the requirements of the investigation

We use a combination of research methods, specialised tools and available databases to locate and verify potential beneficiaries This may include electronic and physical research methods.

We use available information and relevant systems to cross-reference and verify beneficiary details. Our processes may utilise systems linked to sources such as Home Affairs, the Masters Office, SASSA and Credit Bureaus, where applicable

Yes. Our support can continue after a beneficiary has been identified. We can assist with documentation, beneficiary meetings, trustee resolutions and employer documentation required to progress the claims process