Changes for page Cancelling an ROT

Last modified by Megan Kahl on 2021/11/19 14:25
<
From version < 30.1
edited by Megan Kahl
on 2021/11/19 14:25
To version < 27.1 >
edited by Megan Kahl
on 2021/10/05 05:28
Change comment: Uploaded new attachment "1633411703437-691.png", version {1}

Summary

Details

Page properties
Content
... ... @@ -1,7 +1,7 @@
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  
... ... @@ -51,7 +51,6 @@
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 -
55 55  (% style="break-before: page; text-align: center;" %)
56 56  == (% style="color:#2980b9" %)**Reasons for a Request to Cancel an ROT**(%%) ==
57 57  
... ... @@ -108,7 +108,6 @@
108 108  
109 109  * 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.
110 110  
111 -
112 112  (% style="break-before: page; text-align: center;" %)
113 113  == (% style="color:#2980b9" %)**How to Submit a Request to Cancel an ROT**(%%) ==
114 114  
... ... @@ -118,33 +118,32 @@
118 118  
119 119  * Once logged in, refer to the top Blue ribbon and select(% style="color:#2980b9" %) ‘**Services’**.
120 120  
119 +[[image:Cancelling a ROT_html_994fd1882441e97a.png||height="23" width="604"]]
121 121  
122 -[[image:1633411558960-704.png]]
123 -
124 -
125 125  * The requestor must select (% style="color:#2980b9" %)‘**Request’**(%%) on the(% style="color:#2980b9" %) ‘**Tax Directives**’(%%) menu.
126 126  
123 +[[image:Cancelling a ROT_html_b4447634450d79a9.png||height="244" width="143"]]
127 127  
128 -(% style="text-align:center" %)
129 -[[image:1633411442692-971.png||height="397" width="204"]]
130 -
131 -
132 132  * On the list of forms displayed, the requestor must select (% style="color:#2980b9" %)‘**Cancel ROT**’(%%).
133 133  
127 +[[image:Cancelling a ROT_html_b9069d1f6f5ba8e7.png||height="221" width="490"]]
134 134  
135 135  * On the (% style="color:#2980b9" %)‘**ROT Cancellation**’(%%) screen the requester has three options:
130 +
131 +*
136 136  ** (% style="color:#2980b9" %)‘**Request to Cancel ROT**’(%%) – The requestor must use this option to submit a request to cancel an ROT.
137 137  ** (% 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.
138 138  ** (% 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.
139 139  
140 -[[image:1633411587180-881.png||height="426" width="1207"]]
136 +[[image:Cancelling a ROT_html_9932dfa59615588a.png||height="204" width="463"]]
137 +
141 141  
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  
145 145  (% style="color:#2980b9" %)**The information captured on the ROT must be provided in these fields, as described below:**
146 146  
147 -*
143 +
144 +*
148 148  ** 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.
149 149  ** (% style="color:#2980b9" %)‘**Directive Number / IRP3 Number**’(%%) – Enter the tax directive number that was used to submit an ROT.
150 150  ** (% 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.
... ... @@ -159,7 +159,6 @@
159 159  ** (% 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.
160 160  * A confirmation message will be displayed when the requester clicks on the (% style="color:#2980b9" %)‘**Submit’**(%%) button.
161 161  
162 -(% style="text-align:center" %)
163 163  [[image:Cancelling a ROT_html_c11242b4f94951b2.png||height="109" width="410"]]
164 164  
165 165  
... ... @@ -168,30 +168,25 @@
168 168  ** 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.
169 169  * 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.
170 170  
171 -
172 172  [[image:Cancelling a ROT_html_2c808c49bcca1445.png||height="191" width="454"]]
173 173  
174 174  
175 -*
170 +*
176 176  ** 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**
177 177  * The requestor can now (% style="color:#2980b9" %)‘**browse’** (%%)and upload the document.
178 178  * If the requester selects the (% style="color:#2980b9" %)‘**SUBMIT’**(%%) button the ROT cancellation submission confirmation message will be displayed.
179 179  
180 -
181 -(% style="text-align:center" %)
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 -(% style="text-align:center" %)
189 -[[image:1633411703437-691.png]]
190 190  
191 191  
192 192  * (% style="color:#2980b9" %)‘**ROT Cancellation Request**(%%)**’** – Use this function to determine the status of the request to cancel an ROT.
193 193  
194 -
195 195  [[image:Cancelling a ROT_html_7faeeeda69b44689.png||height="233" width="547"]]
196 196  
197 197  
... ... @@ -201,7 +201,6 @@
201 201  ** 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.
202 202  ** If the status is (% style="color:#2980b9" %)‘**In Progress**’(%%) the request is still under review and has not been finalised yet.
203 203  
204 -
205 205  (% style="break-before: page; text-align: center;" %)
206 206  == (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
207 207  

Applications

Navigation

Need help?

If you need help with XWiki you can contact: