Changes for page Cancelling an ROT

Last modified by Megan Kahl on 2021/11/19 14:25
<
From version < 16.1 >
edited by Megan Kahl
on 2021/09/15 11:27
To version < 29.1 >
edited by Megan Kahl
on 2021/10/05 05:33
>
Change comment: There is no comment for this version

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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  
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15 15  [[image:Cancelling a ROT_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
16 16  
17 17  {{info}}
18 -(% style="text-align: center;" %)
18 +(% style="break-before: page; text-align: center;" %)
19 19  (% style="color:#2980b9; font-size:20px" %)**TABLE OF CONTENTS**
20 20  
21 21  
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26 26  
27 27  
28 28  
29 -
30 -
31 -(% style="text-align: center;" %)
29 +(% style="break-before: page; text-align: center;" %)
32 32  == (% style="color:#2980b9" %)**Cancelling a Recognition of Transfer with SARS**(%%) ==
33 33  
34 34  
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53 53  
54 54  * 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.
55 55  
56 -(% style="text-align: center;" %)
54 +
55 +(% style="break-before: page; text-align: center;" %)
57 57  == (% style="color:#2980b9" %)**Reasons for a Request to Cancel an ROT**(%%) ==
58 58  
59 59  
... ... @@ -64,17 +64,17 @@
64 64  
65 65  * The Transferring Fund did not deduct the debt e.g. housing loans / housing guarantees before the benefit was transferred.
66 66  
67 -*
66 +*
68 68  ** The document to be attached to the request to prove the claim, must be the settlement letter from the institution hosting the loan.
69 69  
70 70  * The maintenance order was not deducted from the benefit before it was transferred or used to purchase an annuity.
71 71  
72 -*
71 +*
73 73  ** A copy of the court order must also be attached.
74 74  
75 75  * The Transferring Fund did not take the claim of employee debt or a damage claim from the employer into account.
76 76  
77 -*
76 +*
78 78  ** A letter from the employer indicating the nature of the debt or damage claim must also be attached to the request.
79 79  
80 80  * The tax directive was submitted using an incorrect income tax reference number or other demographic information is incorrect.
... ... @@ -81,7 +81,7 @@
81 81  
82 82  * {{id name="_Hlk36815779"/}}AIPF contributions were not allowed as a deduction when the member retired or the tax directive reason was death before retirement.
83 83  
84 -*
83 +*
85 85  ** Documentation must be provided to confirm the AIPF contributions.
86 86  
87 87  * 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.
... ... @@ -91,7 +91,7 @@
91 91  
92 92  * Additional Voluntary contributions were not taken into account when the member exited the fund.
93 93  
94 -*
93 +*
95 95  ** 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.
96 96  
97 97  * 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)’.
... ... @@ -109,7 +109,8 @@
109 109  
110 110  * 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.
111 111  
112 -(% style="text-align: center;" %)
111 +
112 +(% style="break-before: page; text-align: center;" %)
113 113  == (% style="color:#2980b9" %)**How to Submit a Request to Cancel an ROT**(%%) ==
114 114  
115 115  
... ... @@ -118,31 +118,32 @@
118 118  
119 119  * Once logged in, refer to the top Blue ribbon and select(% style="color:#2980b9" %) ‘**Services’**.
120 120  
121 -[[image:Cancelling a ROT_html_994fd1882441e97a.png||height="23" width="604"]]
122 122  
122 +[[image:1633411558960-704.png]]
123 +
124 +
123 123  * The requestor must select (% style="color:#2980b9" %)‘**Request’**(%%) on the(% style="color:#2980b9" %) ‘**Tax Directives**’(%%) menu.
124 124  
125 -[[image:Cancelling a ROT_html_b4447634450d79a9.png||height="244" width="143"]]
126 126  
128 +(% style="text-align:center" %)
129 +[[image:1633411442692-971.png||height="397" width="204"]]
130 +
131 +
127 127  * On the list of forms displayed, the requestor must select (% style="color:#2980b9" %)‘**Cancel ROT**’(%%).
128 128  
129 -[[image:Cancelling a ROT_html_b9069d1f6f5ba8e7.png||height="221" width="490"]]
130 130  
131 131  * On the (% style="color:#2980b9" %)‘**ROT Cancellation**’(%%) screen the requester has three options:
132 -
133 -*
134 134  ** (% style="color:#2980b9" %)‘**Request to Cancel ROT**’(%%) – The requestor must use this option to submit a request to cancel an ROT.
135 135  ** (% 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.
136 136  ** (% 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.
137 137  
138 -[[image:Cancelling a ROT_html_9932dfa59615588a.png||height="204" width="463"]]
139 -
140 +[[image:1633411587180-881.png||height="426" width="1207"]]
140 140  
142 +
141 141  * The fields marked with an asterisk (*) are mandatory fields, and must be provided, although all the fields must be completed on the screen.
142 142  
143 143  (% style="color:#2980b9" %)**The information captured on the ROT must be provided in these fields, as described below:**
144 144  
145 -
146 146  *
147 147  ** 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.
148 148  ** (% style="color:#2980b9" %)‘**Directive Number / IRP3 Number**’(%%) – Enter the tax directive number that was used to submit an ROT.
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158 158  ** (% 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.
159 159  * A confirmation message will be displayed when the requester clicks on the (% style="color:#2980b9" %)‘**Submit’**(%%) button.
160 160  
162 +(% style="text-align:center" %)
161 161  [[image:Cancelling a ROT_html_c11242b4f94951b2.png||height="109" width="410"]]
162 162  
163 163  
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166 166  ** 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.
167 167  * 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.
168 168  
171 +
169 169  [[image:Cancelling a ROT_html_2c808c49bcca1445.png||height="191" width="454"]]
170 170  
171 171  
172 -*
175 +*
173 173  ** 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**
174 174  * The requestor can now (% style="color:#2980b9" %)‘**browse’** (%%)and upload the document.
175 175  * If the requester selects the (% style="color:#2980b9" %)‘**SUBMIT’**(%%) button the ROT cancellation submission confirmation message will be displayed.
176 176  
180 +
181 +(% style="text-align:center" %)
177 177  [[image:Cancelling a ROT_html_be327ece21fa0132.png||height="125" width="489"]]
178 178  
179 179  
180 180  * 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’**.
181 181  
182 -[[image:Cancelling a ROT_html_f8ddc28d9dc62f39.png||height="83" width="616"]]
183 183  
188 +(% style="text-align:center" %)
189 +[[image:1633411703437-691.png]]
184 184  
185 185  
186 186  * (% style="color:#2980b9" %)‘**ROT Cancellation Request**(%%)**’** – Use this function to determine the status of the request to cancel an ROT.
187 187  
194 +
188 188  [[image:Cancelling a ROT_html_7faeeeda69b44689.png||height="233" width="547"]]
189 189  
190 190  
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194 194  ** If the status is (% style="color:#2980b9" %)‘**Declined’** (%%), then click on the (% style="color:#2980b9" %)‘**SELECT’** (%%)button to view the reason the request was declined.
195 195  ** If the status is (% style="color:#2980b9" %)‘**In Progress**’(%%) the request is still under review and has not been finalised yet.
196 196  
197 -(% style="text-align: center;" %)
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205 +(% style="break-before: page; text-align: center;" %)
198 198  == (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
199 199  
200 200  
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226 226  (% style="text-align:center" %)
227 227  [[image:Cancelling a ROT_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
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