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  • 1633411703437-691.png

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Content

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62	62
63	63	* The Transferring Fund did not deduct the debt e.g. housing loans / housing guarantees before the benefit was transferred.
64	64
65		-*
	65	+*
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.
67	67
68	68	* The maintenance order was not deducted from the benefit before it was transferred or used to purchase an annuity.
69	69
70		-*
	70	+*
71	71	** A copy of the court order must also be attached.
72	72
73	73	* The Transferring Fund did not take the claim of employee debt or a damage claim from the employer into account.
74	74
75		-*
	75	+*
76	76	** A letter from the employer indicating the nature of the debt or damage claim must also be attached to the request.
77	77
78	78	* The tax directive was submitted using an incorrect income tax reference number or other demographic information is incorrect.
...	...	@@ -79,7 +79,7 @@
79	79
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.
81	81
82		-*
	82	+*
83	83	** Documentation must be provided to confirm the AIPF contributions.
84	84
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.
...	...	@@ -89,7 +89,7 @@
89	89
90	90	* Additional Voluntary contributions were not taken into account when the member exited the fund.
91	91
92		-*
	92	+*
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.
94	94
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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116	116
117	117	* Once logged in, refer to the top Blue ribbon and select(% style="color:#2980b9" %) ‘**Services’**.
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119		-[[image:Cancelling a ROT_html_994fd1882441e97a.png||height="23" width="604"]]
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	120	+
	121	+[[image:1633411558960-704.png]]
	122	+
121	121	* The requestor must select (% style="color:#2980b9" %)‘**Request’**(%%) on the(% style="color:#2980b9" %) ‘**Tax Directives**’(%%) menu.
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123		-[[image:Cancelling a ROT_html_b4447634450d79a9.png||height="244" width="143"]]
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	126	+(% style="text-align:center" %)
	127	+[[image:1633411442692-971.png||height="467" width="240"]]
	128	+
	129	+
125	125	* On the list of forms displayed, the requestor must select (% style="color:#2980b9" %)‘**Cancel ROT**’(%%).
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127		-[[image:Cancelling a ROT_html_b9069d1f6f5ba8e7.png||height="221" width="490"]]
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129		-* On the (% style="color:#2980b9" %)‘**ROT Cancellation**’(%%) screen the requester has three options:
130	130
131		-*
	134	+* On the (% style="color:#2980b9" %)‘**ROT Cancellation**’(%%) screen the requester has three options:
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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136		-[[image:Cancelling a ROT_html_9932dfa59615588a.png||height="204" width="463"]]
137		-
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	140	+[[image:1633411587180-881.png||height="426" width="1207"]]
	141	+
	142	+
139	139	* The fields marked with an asterisk (*) are mandatory fields, and must be provided, although all the fields must be completed on the screen.
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	145	+
141	141	(% style="color:#2980b9" %)**The information captured on the ROT must be provided in these fields, as described below:**
142	142
143		-
144	144	*
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.
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156	156	** (% 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.
157	157	* A confirmation message will be displayed when the requester clicks on the (% style="color:#2980b9" %)‘**Submit’**(%%) button.
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	163	+
159	159	[[image:Cancelling a ROT_html_c11242b4f94951b2.png||height="109" width="410"]]
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161	161
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164	164	** 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.
165	165	* 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.
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	172	+
167	167	[[image:Cancelling a ROT_html_2c808c49bcca1445.png||height="191" width="454"]]
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172	172	* The requestor can now (% style="color:#2980b9" %)‘**browse’** (%%)and upload the document.
173	173	* If the requester selects the (% style="color:#2980b9" %)‘**SUBMIT’**(%%) button the ROT cancellation submission confirmation message will be displayed.
174	174
	181	+
175	175	[[image:Cancelling a ROT_html_be327ece21fa0132.png||height="125" width="489"]]
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178	178	* 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’**.
179	179
180		-[[image:Cancelling a ROT_html_f8ddc28d9dc62f39.png||height="83" width="616"]]
181	181
182	182
	189	+(% style="text-align:center" %)
	190	+[[image:1633411703437-691.png]]
183	183
	192	+
184	184	* (% style="color:#2980b9" %)‘**ROT Cancellation Request**(%%)**’** – Use this function to determine the status of the request to cancel an ROT.
	194	+*
185	185
186	186	[[image:Cancelling a ROT_html_7faeeeda69b44689.png||height="233" width="547"]]
187	187
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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.
194	194
	205	+
	206	+
195	195	(% style="break-before: page; text-align: center;" %)
196	196	== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
197	197

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	1	+XWiki.megank

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