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Mandatory Grants Disbursement Process. By Viola James. Mandatory Grant Disbursement Process Employer SETA Allocation SDF Registration Submission/Evaluation Criteria Grants & Levies Questions & Answers.
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Mandatory Grants Disbursement Process By Viola James
Mandatory Grant Disbursement Process • Employer SETA Allocation • SDF Registration • Submission/Evaluation Criteria • Grants & Levies • Questions & Answers
To confirm SETA Allocation, send an e-mail SDL Number to: employerallocation@inseta.org.za or check Employer’s EMP 201 for the SETA Code • INSETA’s Code is (13) • FASSET (1) • BANK SETA (2) • HEALTH & WELFARE (11) • ISETT (12) • SERVICES SETA (23) • If your code is incorrect and you wish to change to the INSETA, please see the following process flow: 1.1. Employer SETA Allocation
1.2. Inter-SETA Transfer (IST) • SARS ‘Annexure B Form’ has been replaced by IST01 • Step 1 : Employer to send IST 01 to old SETA • Step 2: One receipt of approval the IST 01 must be sent to new SETA • Step 3 : New SETA will liaise with DoL and SARS
1.3. IST Process Flowchart If employer is not satisfied, the Dispute Resolution procedure is followed Employer submits application for IST to SETA between April-June of each year using IST-01 Previous SETA provides the requested documentation to new the SETA Old SETA verifies the application to ensure that it is in line with the scope of demarcation of the new SETA to which the employer wishes to be transferred. SETA informs employer in writing and provides reasons for disapproving the IST New SETA requests employer documentation from previous SETA through IST-03 DoL verifies the application for Inter-SETA transfer ensure that it is in line with the scope of demarcation of the new SETA SETA approves, forwards IST to DoL (Sub-directorate: Levy Grants) with recommendation New SETA acknowledges the transfer to the employer through IST-02 Department of Labour (DoL) forwards IST-01 to SARS with recommendation DoL informs the previous and new SETAs that employer has been transferred through SDGDIS SARS approves IST and records transfer on SDL Employer Database
1.4. SUB-SECTOR (Main Activity) SIC Codes • Short-Term Insurance…………………… …………….. 82191 • Life Insurance…………………………………………… 82110 • Pension Funding……………………………………….. 82120 • Insurance & Pension Funding………………………… 82100 • Risk Management……………………………………… 81902 • Health Care Benefits Administration…………………. 82131 • Unit Trusts………………………………………………. 81901 • Funeral Insurance……………………………………… 82192 • Reinsurance…………………………………………….. 82193 • Activities auxiliary to Financial………………………… 83000 Intermediation (e.g. Brokerages)
2. SDF Registration • Complete SDF Registration Form - Primary or Secondary • Have it Duly Signed • Fax • Capture SDF Details on SMS • Username & Password will be e-mailed • Online Registration • Available • Workflow being re-defined
3. Submission/Evaluation Criteria • On-time • Completed • Signature • Notes • All sections included in the Rule, except ABET & LEARNERSHIPs • Signature to reach the INSETA on the 30th June 2008 • For Enquiries, • mandatorygrants@inseta.org.za
4.2. Mandatory Grant Disbursements Scheme Year: 1 April 2008 – 31 March 2009
