Changes for page Cancelling an ROT

Last modified by Megan Kahl on 2021/11/19 14:25
<
From version < 28.1 >
edited by Megan Kahl
on 2021/10/05 05:30
To version < 19.1 >
edited by Megan Kahl
on 2021/09/15 11:30
>
Change comment: Renamed from xwiki:Everest User Manuals.SARS.ROT.Cancelling a ROT.WebHome

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15 15  [[image:Cancelling a ROT_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
16 16  
17 17  {{info}}
18 -(% style="break-before: page; text-align: center;" %)
18 +(% style="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 -(% style="break-before: page; text-align: center;" %)
29 +(% style="text-align: center;" %)
30 30  == (% style="color:#2980b9" %)**Cancelling a Recognition of Transfer with SARS**(%%) ==
31 31  
32 32  
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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 -(% style="break-before: page; text-align: center;" %)
54 +(% style="text-align: center;" %)
55 55  == (% style="color:#2980b9" %)**Reasons for a Request to Cancel an ROT**(%%) ==
56 56  
57 57  
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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  
110 -(% style="break-before: page; text-align: center;" %)
110 +(% style="text-align: center;" %)
111 111  == (% style="color:#2980b9" %)**How to Submit a Request to Cancel an ROT**(%%) ==
112 112  
113 113  
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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"]]
119 119  
120 -
121 -[[image:1633411558960-704.png]]
122 -
123 123  * The requestor must select (% style="color:#2980b9" %)‘**Request’**(%%) on the(% style="color:#2980b9" %) ‘**Tax Directives**’(%%) menu.
124 124  
123 +[[image:Cancelling a ROT_html_b4447634450d79a9.png||height="244" width="143"]]
125 125  
126 -(% style="text-align:center" %)
127 -[[image:1633411442692-971.png||height="467" width="240"]]
128 -
129 -
130 130  * On the list of forms displayed, the requestor must select (% style="color:#2980b9" %)‘**Cancel ROT**’(%%).
131 131  
127 +[[image:Cancelling a ROT_html_b9069d1f6f5ba8e7.png||height="221" width="490"]]
132 132  
133 -
134 134  * On the (% style="color:#2980b9" %)‘**ROT Cancellation**’(%%) screen the requester has three options:
130 +
131 +*
135 135  ** (% style="color:#2980b9" %)‘**Request to Cancel ROT**’(%%) – The requestor must use this option to submit a request to cancel an ROT.
136 136  ** (% 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.
137 137  ** (% 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.
138 138  
136 +[[image:Cancelling a ROT_html_9932dfa59615588a.png||height="204" width="463"]]
137 +
139 139  
140 -[[image:1633411587180-881.png||height="426" width="1207"]]
141 -
142 -
143 143  * The fields marked with an asterisk (*) are mandatory fields, and must be provided, although all the fields must be completed on the screen.
144 144  
145 -
146 146  (% style="color:#2980b9" %)**The information captured on the ROT must be provided in these fields, as described below:**
147 147  
148 -*
143 +
144 +*
149 149  ** 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.
150 150  ** (% style="color:#2980b9" %)‘**Directive Number / IRP3 Number**’(%%) – Enter the tax directive number that was used to submit an ROT.
151 151  ** (% 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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160 160  ** (% 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.
161 161  * A confirmation message will be displayed when the requester clicks on the (% style="color:#2980b9" %)‘**Submit’**(%%) button.
162 162  
163 -
164 164  [[image:Cancelling a ROT_html_c11242b4f94951b2.png||height="109" width="410"]]
165 165  
166 166  
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169 169  ** 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.
170 170  * 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.
171 171  
172 -
173 173  [[image:Cancelling a ROT_html_2c808c49bcca1445.png||height="191" width="454"]]
174 174  
175 175  
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178 178  * The requestor can now (% style="color:#2980b9" %)‘**browse’** (%%)and upload the document.
179 179  * If the requester selects the (% style="color:#2980b9" %)‘**SUBMIT’**(%%) button the ROT cancellation submission confirmation message will be displayed.
180 180  
181 -
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  
180 +[[image:Cancelling a ROT_html_f8ddc28d9dc62f39.png||height="83" width="616"]]
187 187  
188 188  
189 -(% style="text-align:center" %)
190 -[[image:1633411703437-691.png]]
191 191  
192 -
193 193  * (% style="color:#2980b9" %)‘**ROT Cancellation Request**(%%)**’** – Use this function to determine the status of the request to cancel an ROT.
194 -*
195 195  
196 196  [[image:Cancelling a ROT_html_7faeeeda69b44689.png||height="233" width="547"]]
197 197  
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202 202  ** 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.
203 203  ** If the status is (% style="color:#2980b9" %)‘**In Progress**’(%%) the request is still under review and has not been finalised yet.
204 204  
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207 -(% style="break-before: page; text-align: center;" %)
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208 208  == (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
209 209  
210 210  
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