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Liberty Retail Operations is in the process of distributing tax certificates

Liberty Retail Operations is in the process of distributing tax certificates:

IRP5s and IT3A (for pension, annuity and lump sum recipients)
IT3bs, IT3cs( interest, dividends and capital gain and loss)
Clients who have selected email as their preferred method of communication will be emailed their tax certificates. A password will be required for the client to open/view the tax certificate. Clients will have to type in their date of birth as the password in the following format (yyyymmdd). This process is detailed in the email sent to the client.

Duplicate tax certificates emailed from Blueprint Online and the Call Centre system are not encrypted and will not require a password to be opened or viewed.

How to access duplicate tax certificates:

Lump sum maturities, withdrawals and death claims tax certificates

Capital Alliance Life and Liberty Growth (Rentmeester) Please email opspcd@liberty.co.za
Liberty Active – Please email opspcd@liberty.co.za to request a copy
Liberty Life – Duplicate tax certificates can be requested via Blueprint Online Financial Adviser Zone and Inbound Contact Centre systems
Annuity and Pension tax certificates

Duplicate tax certificates can be requested via Blueprint Online Financial Adviser Zone and Inbound Contact Centre.
IT3b and IT3c tax certificates

Duplicate tax certificates can be requested via Blueprint Online Financial Adviser Zone and Inbound Contact Centre.
For those staff who do not have access to the Blueprint Online Financial Adviser Zone and Inbound Contact Centre systems, please follow the process below:

All requests for duplicates can be sent to the following entry points:

Annuities and Liberty Life lump sums- Please email info@liberty.co.za or contact Call Centre on 086 045 6789
Capital Alliance Life and Liberty Growth (Rentmeester) lump sums – Please email opspcd@liberty.co.za
or contact Call Centre on 086 099 1991
Liberty Active lump sums- Please email opspcd@liberty.co.za or contact Call Centre 086 010 2013
IT3b and IT3c – Please email opspcd@liberty.co.za or contact Call Centre 086 045 6789
Queries on certificates
Please send queries for incorrect values on tax certificates to opspcd@liberty.co.za or contact our Call Centre on 0860 456 789.

Important Note
Sending emails to individual mailboxes will cause unnecessary delays, as the work item will have to be re-routed to the correct queue and team.