Post RetirementWe provide tax directives (IRP3e's) as well as tax certificates (IRP5) for annuity payments. These tax certificates are processed online or typically due to volume via bulk data upload. Directives are available on all types of exit and for types of all types of funds i.e. pension, provident (including preservation funds) and retirement annuity funds. Living and life annuity products are also dealt with. |