SchedUle 4b - Rollover MIG changes
- Section 1 - 3
- Changed Service Value to version 2.0 – “
- Changes to incorporate new interactions and subsequent change of scope.
- Incorporated guidance notes where applicable.
- Section 4: Initiate Rollover Request
- Amended existing data elements:
- PersonDemographicDetails.Sex.Code(business definition change onlyto align with A5590)
- PersonNameDetails.Position.Text(business definitionchange onlyto align with AS4590)
- OrganisationNameDetails.OrganisationalNameType.Code(business definitionchange onlyto align with AS4590)
- Added one new generic tuple:
- SuperannuationRolloverOtherDetails tuple
- Incorporated BIP 4 – updated wording for ‘To’ and ‘From’.
- Incorporated BIP 12 – added new Part Property “Record Count”.
- Section 6: New Service/Action - Electronic Portability Form (EPF)
- Aligns with published guidance note.
- No outcome response required.
- Reuse the IRR reporting taxonomy.
- Incorporated BIP 4 – updated wording for ‘To’ and ‘From’
- Incorporated BIP 12 – added new Part Property “Record Count”.
- Section 7: New Service/Action – Section 20C Notice
- Re-use IRR reporting taxonomy.
- Section 8: New Service/Action – Section 20C Notice Error Response
- Mandatory parameter to return ContextID.
- Section 9: Rollover Transaction Request
- Incorporated BIP 4 – updated wording for ‘To’ and ‘From’
- Incorporated BIP 12 – added new Part Property “Record Count”.
- Added new data elements:
- SuperannuationRollover.KiwiSaverTaxFreeComponent.Amount
- SuperannuationRollover.KiwiSaverPreserved.Amount
- SuperannuationRollover.UnclaimedSuperannuationMoneyReason.Code
- Validvalues are: R, Q, P, A, N and D, which will be included in the taxonomy as enumeration values.
- SuperannuationRollover.UnclaimedSuperannuationMoney.Date
- Added one new generic tuple:
- SuperannuationRolloverOtherDetails tuple
- Replaced existing data element (PaymentMechanism.PaymentReferenceNumber.Identifier) with:
- PaymentRecord.PaymentReference.Number
- Amended existing data elements:
- PersonDemographicDetails.Sex.Code(business definition to align with A4590)
- PersonNameDetails.Position.Text(business definition to align with AS4590)
- OrganisationNameDetails.OrganisationalNameType.Code(business definition toalign with AS4590)
- Section 10: Rollover Transaction Request Outcome Response
- Additional parameters in error codes to cater for refunds.
- Section 11: New Service/Action – USM Rollover
- Incorporated BIP 4 – updated wording for ‘To’ and ‘From’
- Incorporated BIP 12 – added new Part Property “Record Count”.
- USM payment from ATO to fund and from fund to ATO.
- Re-use RTR reporting taxonomy.
- Section 12: New Service/Action – USM Rollover Outcome Response
- Mandatory parameter to return ContextID if funds cannot process a USM Rollover from the ATO.
- Additional parameters in error codesto cater for refunds.
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