Changes for page Cancelling an ROT

Last modified by Megan Kahl on 2021/11/19 14:25
<
From version < 15.1 >
edited by Megan Kahl
on 2021/09/15 11:27
To version < 28.1 >
edited by Megan Kahl
on 2021/10/05 05:30
>
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -14,11 +14,8 @@
14 14  (% style="text-align:center" %)
15 15  [[image:Cancelling a ROT_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
16 16  
17 -(% style="text-align: center;" %)
18 -== ==
19 -
20 20  {{info}}
21 -(% style="text-align: center;" %)
18 +(% style="break-before: page; text-align: center;" %)
22 22  (% style="color:#2980b9; font-size:20px" %)**TABLE OF CONTENTS**
23 23  
24 24  
... ... @@ -29,9 +29,7 @@
29 29  
30 30  
31 31  
32 -
33 -
34 -(% style="text-align: center;" %)
29 +(% style="break-before: page; text-align: center;" %)
35 35  == (% style="color:#2980b9" %)**Cancelling a Recognition of Transfer with SARS**(%%) ==
36 36  
37 37  
... ... @@ -56,8 +56,7 @@
56 56  
57 57  * Once an ROT has been cancelled, it cannot be reinstated. The only way to ‘reinstate’ an ROT is for the Receiving Fund to submit the ROT again electronically.
58 58  
59 -
60 -(% style="text-align: center;" %)
54 +(% style="break-before: page; text-align: center;" %)
61 61  == (% style="color:#2980b9" %)**Reasons for a Request to Cancel an ROT**(%%) ==
62 62  
63 63  
... ... @@ -68,17 +68,17 @@
68 68  
69 69  * The Transferring Fund did not deduct the debt e.g. housing loans / housing guarantees before the benefit was transferred.
70 70  
71 -*
65 +*
72 72  ** The document to be attached to the request to prove the claim, must be the settlement letter from the institution hosting the loan.
73 73  
74 74  * The maintenance order was not deducted from the benefit before it was transferred or used to purchase an annuity.
75 75  
76 -*
70 +*
77 77  ** A copy of the court order must also be attached.
78 78  
79 79  * The Transferring Fund did not take the claim of employee debt or a damage claim from the employer into account.
80 80  
81 -*
75 +*
82 82  ** A letter from the employer indicating the nature of the debt or damage claim must also be attached to the request.
83 83  
84 84  * The tax directive was submitted using an incorrect income tax reference number or other demographic information is incorrect.
... ... @@ -85,7 +85,7 @@
85 85  
86 86  * {{id name="_Hlk36815779"/}}AIPF contributions were not allowed as a deduction when the member retired or the tax directive reason was death before retirement.
87 87  
88 -*
82 +*
89 89  ** Documentation must be provided to confirm the AIPF contributions.
90 90  
91 91  * The Fund Administrator did not complete the Public Sector Fund container, where the member has transferred from a Public Sector Fund to an approved fund, and the pre-1998 vested right was not taken into account.
... ... @@ -95,7 +95,7 @@
95 95  
96 96  * Additional Voluntary contributions were not taken into account when the member exited the fund.
97 97  
98 -*
92 +*
99 99  ** Provide a letter from the Fund that the additional voluntary contributions was received as well as confirmation that SARS was informed of the additional voluntary contributions that was not taken into account before the member exited from the fund.
100 100  
101 101  * The incorrect reason on the original tax directive application was used and that the incorrect reason has a tax implication. For example, the reason for application is ‘Resignation’ was used instead of ‘Termination of Employment (Retrenchment)’.
... ... @@ -113,8 +113,7 @@
113 113  
114 114  * The incorrect PAYE number was used. The Fund must inform SARS of the incorrect PAYE number used and SARS will make a note on the directive to indicate the correct PAYE number.
115 115  
116 -
117 -(% style="text-align: center;" %)
110 +(% style="break-before: page; text-align: center;" %)
118 118  == (% style="color:#2980b9" %)**How to Submit a Request to Cancel an ROT**(%%) ==
119 119  
120 120  
... ... @@ -123,31 +123,35 @@
123 123  
124 124  * Once logged in, refer to the top Blue ribbon and select(% style="color:#2980b9" %) ‘**Services’**.
125 125  
126 -[[image:Cancelling a ROT_html_994fd1882441e97a.png||height="23" width="604"]]
127 127  
120 +
121 +[[image:1633411558960-704.png]]
122 +
128 128  * The requestor must select (% style="color:#2980b9" %)‘**Request’**(%%) on the(% style="color:#2980b9" %) ‘**Tax Directives**’(%%) menu.
129 129  
130 -[[image:Cancelling a ROT_html_b4447634450d79a9.png||height="244" width="143"]]
131 131  
126 +(% style="text-align:center" %)
127 +[[image:1633411442692-971.png||height="467" width="240"]]
128 +
129 +
132 132  * On the list of forms displayed, the requestor must select (% style="color:#2980b9" %)‘**Cancel ROT**’(%%).
133 133  
134 -[[image:Cancelling a ROT_html_b9069d1f6f5ba8e7.png||height="221" width="490"]]
135 135  
136 -* On the (% style="color:#2980b9" %)‘**ROT Cancellation**’(%%) screen the requester has three options:
137 137  
138 -*
134 +* On the (% style="color:#2980b9" %)‘**ROT Cancellation**’(%%) screen the requester has three options:
139 139  ** (% style="color:#2980b9" %)‘**Request to Cancel ROT**’(%%) – The requestor must use this option to submit a request to cancel an ROT.
140 140  ** (% style="color:#2980b9" %)‘**Existing ROTs**’(%%) – Can only be used by the Fund Administrator / Long-term Insurer who has submitted the ROT through SARS eFiling. A list of the ROT’s submitted will be displayed and the requestor can select the ROT they wish to cancel. They will to be able to view the detail required to submit the request to cancel the ROT.
141 141  ** (% style="color:#2980b9" %)‘**ROT Cancellation Request**’ (%%)– This function can only be used if the request to cancel an ROT was previously submitted and now the requestor is only enquiring on the status of the request.
142 142  
143 -[[image:Cancelling a ROT_html_9932dfa59615588a.png||height="204" width="463"]]
144 -
145 145  
140 +[[image:1633411587180-881.png||height="426" width="1207"]]
141 +
142 +
146 146  * The fields marked with an asterisk (*) are mandatory fields, and must be provided, although all the fields must be completed on the screen.
147 147  
145 +
148 148  (% style="color:#2980b9" %)**The information captured on the ROT must be provided in these fields, as described below:**
149 149  
150 -
151 151  *
152 152  ** Enter the (% style="color:#2980b9" %)**‘Original ROT application ID’**(%%) – This is the ROT01 ID or ROT02 ID number generated by the Interface Agency that was used to submit an ROT.
153 153  ** (% style="color:#2980b9" %)‘**Directive Number / IRP3 Number**’(%%) – Enter the tax directive number that was used to submit an ROT.
... ... @@ -163,6 +163,7 @@
163 163  ** (% style="color:#2980b9" %)‘**Cancellation Reason**’(%%) – A short reason for the request to cancel the ROT must be provided. A letter with detailed reasons must be attached to the request.
164 164  * A confirmation message will be displayed when the requester clicks on the (% style="color:#2980b9" %)‘**Submit’**(%%) button.
165 165  
163 +
166 166  [[image:Cancelling a ROT_html_c11242b4f94951b2.png||height="109" width="410"]]
167 167  
168 168  
... ... @@ -171,6 +171,7 @@
171 171  ** If the requestor selects the (% style="color:#2980b9" %)‘**Yes**’(%%) button the system will display a message to prompt the requestor to upload the supporting documents, for example the claim form / option form the member has completed, and any other relevant supporting documents.
172 172  * When the requestor clicks on the(% style="color:#2980b9" %) ‘**Ok**’ (%%)button, the (% style="color:#2980b9" %)‘**Document upload**’(%%) screen will open and allow the requester to upload the required supporting documents.
173 173  
172 +
174 174  [[image:Cancelling a ROT_html_2c808c49bcca1445.png||height="191" width="454"]]
175 175  
176 176  
... ... @@ -179,16 +179,20 @@
179 179  * The requestor can now (% style="color:#2980b9" %)‘**browse’** (%%)and upload the document.
180 180  * If the requester selects the (% style="color:#2980b9" %)‘**SUBMIT’**(%%) button the ROT cancellation submission confirmation message will be displayed.
181 181  
181 +
182 182  [[image:Cancelling a ROT_html_be327ece21fa0132.png||height="125" width="489"]]
183 183  
184 184  
185 185  * Existing ROT’s – can only be accessed by the Fund Administrator / Long-term Insurer who has submitted the ROT through (% style="color:#2980b9" %)//SARS eFiling//(%%). A list of the ROT’s submitted will be displayed and the requestor can select the ROT to be cancelled. Once selected the requestor can review the information relating to the ROT to be cancelled, thereafter select the function (% style="color:#2980b9" %)**‘Request to Cancel ROT’**.
186 186  
187 -[[image:Cancelling a ROT_html_f8ddc28d9dc62f39.png||height="83" width="616"]]
188 188  
189 189  
189 +(% style="text-align:center" %)
190 +[[image:1633411703437-691.png]]
190 190  
192 +
191 191  * (% style="color:#2980b9" %)‘**ROT Cancellation Request**(%%)**’** – Use this function to determine the status of the request to cancel an ROT.
194 +*
192 192  
193 193  [[image:Cancelling a ROT_html_7faeeeda69b44689.png||height="233" width="547"]]
194 194  
... ... @@ -200,7 +200,8 @@
200 200  ** If the status is (% style="color:#2980b9" %)‘**In Progress**’(%%) the request is still under review and has not been finalised yet.
201 201  
202 202  
203 -(% style="text-align: center;" %)
206 +
207 +(% style="break-before: page; text-align: center;" %)
204 204  == (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
205 205  
206 206  
... ... @@ -229,5 +229,6 @@
229 229  2146
230 230  
231 231  
236 +
232 232  (% style="text-align:center" %)
233 233  [[image:Cancelling a ROT_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
1633411322923-224.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.megank
Size
... ... @@ -1,0 +1,1 @@
1 +25.3 KB
Content
1633411350736-884.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.megank
Size
... ... @@ -1,0 +1,1 @@
1 +41.0 KB
Content
1633411442692-971.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.megank
Size
... ... @@ -1,0 +1,1 @@
1 +51.5 KB
Content
1633411558960-704.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.megank
Size
... ... @@ -1,0 +1,1 @@
1 +20.2 KB
Content
1633411587180-881.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.megank
Size
... ... @@ -1,0 +1,1 @@
1 +84.1 KB
Content
1633411628136-620.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.megank
Size
... ... @@ -1,0 +1,1 @@
1 +67.5 KB
Content
1633411703437-691.png
Author
... ... @@ -1,0 +1,1 @@
1 +XWiki.megank
Size
... ... @@ -1,0 +1,1 @@
1 +31.0 KB
Content

Applications

Navigation

Need help?

If you need help with XWiki you can contact: