Question 1

The South African older person's grant (old age pension) lapses if it is not claimed for three consecutive months, and it also lapses when the beneficiary is absent from the country.: what starts the clock and how long does it run?

Accepted Answer

The source does not state what starts the clock. Three consecutive months without claiming; or on being absent from the country. The grant lapses.

Question 2

A claim for UIF unemployment benefits must be made as soon as the person becomes unemployed or within six months of the termination of employment.: what starts the clock and how long does it run?

Accepted Answer

The source does not state what starts the clock. Within six months of the termination of employment. the source does not state what happens if this is missed.

Question 3

A survivor claiming UIF dependants' benefits after the death of a contributor must apply within six months of the death.: what starts the clock and how long does it run?

Accepted Answer

The source does not state what starts the clock. Within six months of the death of the contributor. the source does not state what happens if this is missed.

Question 4

A workplace accident, death or diagnosed occupational disease must be reported to the employer within 12 months, or the Compensation Fund will not pay compensation benefits.: what starts the clock and how long does it run?

Accepted Answer

The source does not state what starts the clock. Within 12 months of the accident, the death, or the diagnosis of the disease. Compensation benefits will not be paid.

Question 5

An RST02 application by a non-resident for a refund of South African tax withheld on pension or annuity income may be rejected if the foreign tax office's date stamp on the form is older than one year.: what starts the clock and how long does it run?

Accepted Answer

The source does not state what starts the clock. Foreign tax office date stamp must be no more than one year old at the time of application. The refund application may be rejected.

Question 6

For the SARS tax-relief directive on South African pension or annuity income to remain valid, the non-resident taxpayer must give the retirement fund administrator or long-term insurer a certificate of residence for every year.: what starts the clock and how long does it run?

Accepted Answer

The source does not state what starts the clock. Every year, for the duration of the validity of the directive. the source does not state what happens if this is missed.

Question 7

A non-resident who disputes a SARS assessment on South African pension or annuity income must lodge an objection within 80 business days of the date of the assessment.: what starts the clock and how long does it run?

Accepted Answer

The source does not state what starts the clock. Within 80 business days of the date of the assessment (ITA34) the source does not state what happens if this is missed.

Question 8

An unsuccessful applicant for the South African older person's grant must appeal within 90 days of being notified of the outcome.: what starts the clock and how long does it run?

Accepted Answer

The source does not state what starts the clock. Within 90 days of being notified that the application was unsuccessful. the source does not state what happens if this is missed.

Question 9

An older person's grant beneficiary paid through a bank, an institution or a procurator must complete a life certificate at SASSA offices every year, and is given three months' advance notice of the due date.: what starts the clock and how long does it run?

Accepted Answer

The source does not state what starts the clock. Every year; notified three months in advance of the due date. the source does not state what happens if this is missed.

Question 10

Withdrawal on emigration: what starts the clock and how long does it run?

Accepted Answer

Date the member ceased to be a South African tax resident (SARS: the fund administrator must confirm the uninterrupted three-year period from that date). After three uninterrupted years of non-residence; route effective 1 March 2021; vested and retirement components accessible from 1 September 2024. The former 'emigration withdrawal' route closed for SARB emigrations after 28 February 2022 and directive applications after 1 September 2024 (passed). SARS states a directive application will be declined where the documents provided do not prove the uninterrupted period of three years or longer from the date of ceasing to be a resident, or where the taxpayer has not informed SARS that they have ceased to be a resident; applications citing 'Emigration Withdrawal' on or after 1 September 2024 are no longer accepted.

Question 11

GEPF: when a benefit counts as unclaimed: what starts the clock and how long does it run?

Accepted Answer

Member's last day of service. 24 months after the last day of service. The benefit is listed as an unclaimed benefit; the page states it can still be paid to retired or exited members, their beneficiaries, or beneficiaries' guardians on submission of the listed documents. No forfeiture is stated.

South Africa pension deadlines for people who left

The South African older person's grant (old age pension) lapses if it is not claimed for three consecutive months, and it also lapses when the beneficiary is absent from the country.

A claim for UIF unemployment benefits must be made as soon as the person becomes unemployed or within six months of the termination of employment.

A survivor claiming UIF dependants' benefits after the death of a contributor must apply within six months of the death.

A workplace accident, death or diagnosed occupational disease must be reported to the employer within 12 months, or the Compensation Fund will not pay compensation benefits.

An RST02 application by a non-resident for a refund of South African tax withheld on pension or annuity income may be rejected if the foreign tax office's date stamp on the form is older than one year.

For the SARS tax-relief directive on South African pension or annuity income to remain valid, the non-resident taxpayer must give the retirement fund administrator or long-term insurer a certificate of residence for every year.

A non-resident who disputes a SARS assessment on South African pension or annuity income must lodge an objection within 80 business days of the date of the assessment.

An unsuccessful applicant for the South African older person's grant must appeal within 90 days of being notified of the outcome.

An older person's grant beneficiary paid through a bank, an institution or a procurator must complete a life certificate at SASSA offices every year, and is given three months' advance notice of the due date.

Withdrawal on emigration

GEPF: when a benefit counts as unclaimed