Changes for page Cancelling an ROT

Last modified by Megan Kahl on 2021/11/19 14:25
<
From version < 26.1 >
edited by Megan Kahl
on 2021/10/05 05:27
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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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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51 51  
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.
53 53  
54 +
54 54  (% style="break-before: page; text-align: center;" %)
55 55  == (% style="color:#2980b9" %)**Reasons for a Request to Cancel an ROT**(%%) ==
56 56  
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107 107  
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.
109 109  
111 +
110 110  (% style="break-before: page; text-align: center;" %)
111 111  == (% style="color:#2980b9" %)**How to Submit a Request to Cancel an ROT**(%%) ==
112 112  
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116 116  
117 117  * Once logged in, refer to the top Blue ribbon and select(% style="color:#2980b9" %) ‘**Services’**.
118 118  
119 -[[image:Cancelling a ROT_html_994fd1882441e97a.png||height="23" width="604"]]
120 120  
122 +[[image:1633411558960-704.png]]
123 +
124 +
121 121  * The requestor must select (% style="color:#2980b9" %)‘**Request’**(%%) on the(% style="color:#2980b9" %) ‘**Tax Directives**’(%%) menu.
122 122  
123 -[[image:Cancelling a ROT_html_b4447634450d79a9.png||height="244" width="143"]]
124 124  
128 +(% style="text-align:center" %)
129 +[[image:1633411442692-971.png||height="397" width="204"]]
130 +
131 +
125 125  * On the list of forms displayed, the requestor must select (% style="color:#2980b9" %)‘**Cancel ROT**’(%%).
126 126  
127 -[[image:Cancelling a ROT_html_b9069d1f6f5ba8e7.png||height="221" width="490"]]
128 128  
129 129  * On the (% style="color:#2980b9" %)‘**ROT Cancellation**’(%%) screen the requester has three options:
130 -
131 -*
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.
135 135  
136 -[[image:Cancelling a ROT_html_9932dfa59615588a.png||height="204" width="463"]]
137 -
140 +[[image:1633411587180-881.png||height="426" width="1207"]]
138 138  
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.
140 140  
141 141  (% style="color:#2980b9" %)**The information captured on the ROT must be provided in these fields, as described below:**
142 142  
143 -
144 -*
147 +*
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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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.
158 158  
162 +(% style="text-align:center" %)
159 159  [[image:Cancelling a ROT_html_c11242b4f94951b2.png||height="109" width="410"]]
160 160  
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.
166 166  
171 +
167 167  [[image:Cancelling a ROT_html_2c808c49bcca1445.png||height="191" width="454"]]
168 168  
169 169  
170 -*
175 +*
171 171  ** 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**
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  
180 +
181 +(% style="text-align:center" %)
175 175  [[image:Cancelling a ROT_html_be327ece21fa0132.png||height="125" width="489"]]
176 176  
177 177  
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  
188 +(% style="text-align:center" %)
189 +[[image:1633411703437-691.png]]
182 182  
183 183  
184 184  * (% style="color:#2980b9" %)‘**ROT Cancellation Request**(%%)**’** – Use this function to determine the status of the request to cancel an ROT.
185 185  
194 +
186 186  [[image:Cancelling a ROT_html_7faeeeda69b44689.png||height="233" width="547"]]
187 187  
188 188  
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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  
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195 195  (% style="break-before: page; text-align: center;" %)
196 196  == (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
197 197  
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