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15	15	[[image:Cancelling a ROT_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
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17	17	{{info}}
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19	19	(% style="color:#2980b9; font-size:20px" %)**TABLE OF CONTENTS**
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	32	+
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29	29	(% style="text-align: center;" %)
30	30	== (% style="color:#2980b9" %)**Cancelling a Recognition of Transfer with SARS**(%%) ==
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52	52	* 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.
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	59	+
54	54	(% style="text-align: center;" %)
55	55	== (% style="color:#2980b9" %)**Reasons for a Request to Cancel an ROT**(%%) ==
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63	63	* The Transferring Fund did not deduct the debt e.g. housing loans / housing guarantees before the benefit was transferred.
64	64
65		-*
	71	+*
66	66	** The document to be attached to the request to prove the claim, must be the settlement letter from the institution hosting the loan.
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68	68	* The maintenance order was not deducted from the benefit before it was transferred or used to purchase an annuity.
69	69
70		-*
	76	+*
71	71	** A copy of the court order must also be attached.
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73	73	* The Transferring Fund did not take the claim of employee debt or a damage claim from the employer into account.
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75		-*
	81	+*
76	76	** A letter from the employer indicating the nature of the debt or damage claim must also be attached to the request.
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78	78	* The tax directive was submitted using an incorrect income tax reference number or other demographic information is incorrect.
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80	80	* {{id name="_Hlk36815779"/}}AIPF contributions were not allowed as a deduction when the member retired or the tax directive reason was death before retirement.
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82		-*
	88	+*
83	83	** Documentation must be provided to confirm the AIPF contributions.
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85	85	* 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.
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90	90	* Additional Voluntary contributions were not taken into account when the member exited the fund.
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92		-*
	98	+*
93	93	** 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.
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95	95	* 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)’.
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108	108	* 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.
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	116	+
110	110	(% style="text-align: center;" %)
111	111	== (% style="color:#2980b9" %)**How to Submit a Request to Cancel an ROT**(%%) ==
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129	129	* On the (% style="color:#2980b9" %)‘**ROT Cancellation**’(%%) screen the requester has three options:
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131		-*
	138	+*
132	132	** (% style="color:#2980b9" %)‘**Request to Cancel ROT**’(%%) – The requestor must use this option to submit a request to cancel an ROT.
133	133	** (% 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.
134	134	** (% 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.
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141	141	(% style="color:#2980b9" %)**The information captured on the ROT must be provided in these fields, as described below:**
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143	143
144		-*
	151	+*
145	145	** 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.
146	146	** (% style="color:#2980b9" %)‘**Directive Number / IRP3 Number**’(%%) – Enter the tax directive number that was used to submit an ROT.
147	147	** (% 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.
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192	192	** 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.
193	193	** If the status is (% style="color:#2980b9" %)‘**In Progress**’(%%) the request is still under review and has not been finalised yet.
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195	195	(% style="text-align: center;" %)
196	196	== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
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