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 < 30.1
edited by Megan Kahl
on 2021/11/19 14:25
Change comment: Renamed from xwiki:Everest User Manuals.SARS.ROT.Cancelling an ROT.WebHome

Summary

Details

Page properties
Content
... ... @@ -1,7 +1,7 @@
1 1  
2 2  
3 3  (% style="text-align: center;" %)
4 -= (% style="color:#2980b9; font-size:28px" %)**Cancelling an ROT**(%%) =
4 += (% style="color:#2980b9; font-size:28px" %)**CANCELLING AN ROT**(%%) =
5 5  
6 6  
7 7  
... ... @@ -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  
... ... @@ -57,7 +57,7 @@
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 59  
60 -(% style="text-align: center;" %)
55 +(% style="break-before: page; text-align: center;" %)
61 61  == (% style="color:#2980b9" %)**Reasons for a Request to Cancel an ROT**(%%) ==
62 62  
63 63  
... ... @@ -114,7 +114,7 @@
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  
116 116  
117 -(% style="text-align: center;" %)
112 +(% 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  
... ... @@ -123,32 +123,33 @@
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  
122 +[[image:1633411558960-704.png]]
123 +
124 +
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  
128 +(% style="text-align:center" %)
129 +[[image:1633411442692-971.png||height="397" width="204"]]
130 +
131 +
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  
136 136  * On the (% style="color:#2980b9" %)‘**ROT Cancellation**’(%%) screen the requester has three options:
137 -
138 -*
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 -
140 +[[image:1633411587180-881.png||height="426" width="1207"]]
145 145  
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  
148 148  (% style="color:#2980b9" %)**The information captured on the ROT must be provided in these fields, as described below:**
149 149  
150 -
151 -*
147 +*
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.
154 154  ** (% style="color:#2980b9" %)‘**ID Number**’(%%) – Enter the ID number of the original member who has elected to transfer / purchase annuity(ies). It must be the same ID number that was entered when the tax directive application was submitted.
... ... @@ -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  
162 +(% style="text-align:center" %)
166 166  [[image:Cancelling a ROT_html_c11242b4f94951b2.png||height="109" width="410"]]
167 167  
168 168  
... ... @@ -171,25 +171,30 @@
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  
171 +
174 174  [[image:Cancelling a ROT_html_2c808c49bcca1445.png||height="191" width="454"]]
175 175  
176 176  
177 -*
175 +*
178 178  ** The file size may not exceed 5mb and the following file types will be accepted: .doc .docx .(% style="color:#2980b9" %)**gif .Jiff .jpeg .jpg .pdf .png .xls .xlsx**
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  
180 +
181 +(% style="text-align:center" %)
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  
188 +(% style="text-align:center" %)
189 +[[image:1633411703437-691.png]]
189 189  
190 190  
191 191  * (% style="color:#2980b9" %)‘**ROT Cancellation Request**(%%)**’** – Use this function to determine the status of the request to cancel an ROT.
192 192  
194 +
193 193  [[image:Cancelling a ROT_html_7faeeeda69b44689.png||height="233" width="547"]]
194 194  
195 195  
... ... @@ -200,7 +200,7 @@
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;" %)
205 +(% 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  
234 +
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: