SAQA All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.
SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Administer long term employee benefits and medical scheme membership 
SAQA US ID UNIT STANDARD TITLE
117136  Administer long term employee benefits and medical scheme membership 
ORIGINATOR
SGB Insurance and Investment 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Finance, Economics and Accounting 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 3  NQF Level 03 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard replaces: 
US ID Unit Standard Title Pre-2009 NQF Level NQF Level Credits Replacement Status
9003  Administer long term employee benefits and healthcare membership  Level 3  NQF Level 03  Complete 

PURPOSE OF THE UNIT STANDARD 
This unit standard introduces the knowledge and skills needed to administer membership of an employee benefits retirement fund or medical scheme. It is intended for membership clerks and administrators.

The qualifying learner is capable of:
  • Explaining the process for implementing a new retirement fund/scheme or admitting a member to a retirement fund or medical scheme.
  • Administering membership/scheme records and benefits.
  • Administer the transfer between and within two funds/schemes or options.
  • Terminating an employee benefit fund/individual membership of a retirement fund or membership of a medical scheme. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    There is open access to this unit standard. Learners should be able to use the required computer technology and should be competent in Communication and Mathematical Literacy at level 2. 

    UNIT STANDARD RANGE 
    The typical scope of this unit standard is the administration of employee benefits funds, schemes and individual membership of funds or schemes.
  • Relevant statutory bodies include, but are not limited to Financial Services Board, Council of Medical Schemes, South African Revenue Services, RSC and VAT Employee benefits: Pension funds, provident funds, health cover, life cover.
  • Documents for new members include, but are not limited to, new member/benefit statements for the fund and schedules indicating fund costs, benefits and membership statements, rules of the scheme or fund and application forms.
  • Membership records include, but are not limited personal data, contributions, member individual choices and annual anniversary or revision data.
  • Relevant regulations include, but are not limited to, the State Personnel Code, Board of Healthcare Funders, Pensions Fund Act, the Divorce Amendment Act, the Income Tax Act and the Basic Conditions of Employment Act, the Usury Act and the Financial Institutions Amendment Act.
  • Transfer of assets is in terms of Trustees instructions, transfer agreement and investment requirements, savings options and rules as required by legislation for Healthcare Benefits Administration and Life Insurance.
  • Termination may be on death, age of dependents, resignation or termination of the fund. 

  • Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Explain the process for implementing a new retirement fund/scheme or admitting a member to a medical scheme. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The rules of a specific fund/scheme and relevant legislation are applied to install a fund and/or admit a new member. 

    ASSESSMENT CRITERION 2 
    The process used for registering a fund, scheme or benefit option with the relevant statutory bodies is explained and an indication is given of who is responsible for the registration process. 

    ASSESSMENT CRITERION 3 
    The rules of a selected fund/benefit option/scheme are interpreted to determine whether or not to admit a new member or install a fund. 

    ASSESSMENT CRITERION 4 
    Documents to be sent to new members are identified and an indication is given of why the documents are important. 

    SPECIFIC OUTCOME 2 
    Administer membership/scheme records and benefits. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Membership records are maintained according to the rules of the fund or scheme. 

    ASSESSMENT CRITERION 2 
    The relevant parts of fund/scheme specific rules, policies and procedures are explained for a specific fund/scheme/option. 

    ASSESSMENT CRITERION 3 
    Statutory requirements relating to the administration of member records and benefits are applied to a specific fund/scheme. 

    ASSESSMENT CRITERION 4 
    The rules of a selected fund/scheme/benefit/option are interpreted to determine the action necessary on exiting a fund/scheme/option. 

    SPECIFIC OUTCOME 3 
    Administer the transfer between and within two funds/schemes or options. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The process to be followed when a member or group of members transfer between or within two schemes is outlined for a specific fund/scheme. 

    ASSESSMENT CRITERION 2 
    The necessary documents are collated, transferring members are identified and the system is updated according to an organisation's processes. 

    ASSESSMENT CRITERION 3 
    Documents relating to proposed transfers are identified with reference to relevant legislation. 

    ASSESSMENT CRITERION 4 
    Conditions for transfer are explained and applied for, if applicable, from the relevant industry authority. 

    ASSESSMENT CRITERION 5 
    The concept of asset and liability transfer is understood and the transfer of assets and liabilities is affected where relevant. 

    SPECIFIC OUTCOME 4 
    Terminate an employee benefit fund/ individual membership of a retirement fund or membership of a medical scheme. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The rules of a fund/scheme are interpreted to determine the conditions for termination. 

    ASSESSMENT CRITERION 2 
    A benefit statement or account statement is produced as required by the rules of the fund/scheme. 

    ASSESSMENT CRITERION 3 
    Requirements stipulated by the South African Revenue Services are identified with reference to disbursement of benefits and payout of savings. 

    ASSESSMENT CRITERION 4 
    De-registration of the specific fund or membership of a medical scheme is communicated to the relevant authorities. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
    This Unit Standard will be internally assessed by the provider and moderated by a moderator registered by a relevant accredited ETQA or an ETQA that has a Memorandum of Understanding with the relevant accredited ETQA. 

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    N/A 

    UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    The learner is able to identify and solve problems in which responses show that responsible decisions have been made in making a decision to install a fund or admit a new member. 

    UNIT STANDARD CCFO ORGANISING 
    The learner is able to organise him/herself and his/her own activities in administering membership within agreed timeframes and an organisation's policies and procedures. 

    UNIT STANDARD CCFO SCIENCE 
    The learner is able to use science and technology effectively in using an electronic system to administer membership of a fund or scheme. 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    This unit standard has replaced 9003 which was "Administer long term employee benefits and healthcare membership", Level 3 with 2 credits 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  49089   National Certificate: Financial Services  Level 3  NQF Level 03  Reregistered  2023-06-30  INSETA 
    Elective  49649   Further Education and Training Certificate: Long-term Insurance  Level 4  NQF Level 04  Reregistered  2023-06-30  INSETA 
    Elective  49356   Further Education and Training Certificate: Medical Claims Assessing  Level 4  NQF Level 04  Reregistered  2023-06-30  INSETA 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    1. CKP Development Agency (Pty) Ltd. 
    2. Intec College 
    3. Invuya Institute of Learning (Pty) Ltd 
    4. Masifunde Training Centre (Pty) Ltd 
    5. Sanlam Life Insurance Ltd 
    6. Sanlam Life Insurance Ltd. 
    7. The Institute of Health Risk Managers (Pty) Ltd 



    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.