Pensioner rebates

Applying for pensioner rebate
The process of applying for a rebate varies from category to category so it is important to check out each section carefully and follow the steps outlined. The City is sensitive to the needs of its senior citizens. Registered property owners who are pensioners may apply for a rebate on rates, subject to certain criteria. Pensioner rebate application forms are available: (i) on the COJ website; (ii) at the Customer Service Centre's (iii) from the Property Branch (Request from e-mail address: ratescomments@joburg.org.za) This is not an automatic rebate. An application must be done on the prescribed application form. Completed application forms must be delivered to any Customer Service Centre and a reference number must be attached to the application form. CONDITIONS The rebate is applicable to property rates only. The residential property must consist of one dwelling; The owner must have reached the age of 60 years; The owner must own and occupy the property; This rebate also applies to property owners who have become pensioners due to injury on duty; Pensioners who own property that is a registered long-term lease may apply for the rebate; The property owner must apply at the nearest Customer Service Centre on a form prescribed by the Council and a reference number must be attached to the application form for approval of a rebate by the Property Branch; A rebate shall be granted for a maximum duration of the Valuation Roll; this indicates that the pensioner rebate will be granted up to 30 June 2027. The rebate will be granted from the date of application unless otherwise stated. An applicant to renew a pensioner rebate must be done before the beginning of a new Valuation Roll (every 4-5 years). The commissioner stamp date should not be older than 3 months. There are two categories of Pensioners: 1. 60 - 69 Years Old Application Form click here (i) If a pensioner is between 60 – 69 years, the conditions are: (a) The market value threshold is R1.5million (inclusive of the residential threshold value). Rates will be levied on the market value in excess of R1.5million. This is subject to the income criteria as follows: (b) If a pensioner has a gross monthly income below and equal R12 474, the pensioner will qualify for a 100% rebate up to a market value of R1.5million. Rates will be levied on the market value in excess of R1.5million. (c) If a pensioner has a gross monthly above R12 474 less than or equal to R21 382 the pensioner will qualify for a 50% rebate up to market value of R1.5million. Rates will be levied on the market value in Excess of R1.5million. (d) If a pensioner monthly income is above R21 382, the pensioner will not qualify for a rebate. (e) The application should include: A certified copy of ID not older than 3 months; 3 months recent bank statement of all owners; Proof of income OR copy of certified SASSA card OR other proof of income applicable to the Council; Death certificate in case of a deceased property owner; And the most recent income tax assessment issued by the South African Revenue Service. (e) If a pensioner receives a National Security Grant, they will qualify for a 100% rebate subject to the market value threshold and conditions. 2. 70 Years and above Application Form Click here (i) If a pensioner is aged 70 years and above: (a) The market value threshold is R2million (inclusive of the residential threshold value). Rates will be levied on the market value in excess of R2million. (b) The pensioner will qualify for a 100% rebate on rates, irrespective of income up to a market value of R2million. Rates will be levied on the market value in excess of R2million. (c) The application should include: a certified copy of ID, not older than 3 months. Validity of pensioner rebate: Read more Pensioners and Registered Co-Owners Applying for Pensioner Rebate: Read more The updated pensioner rebate application forms is available from the City's walk-in centers or from ratescomments@joburg.org.za or downloaded from the City's website. The pensioner rebate application forms must be submitted to the nearest walk-in centre and a reference number must be obtained. NB.: *All residents who become pensioners and are eligible for a pensioner rebate may submit a 'new' application at any time subject to the conditions set out in the City of Joburg rates policy.* *(Pensioners who have applied and qualify for pensioner rebates during the General Valuation Roll 2023 (GVR2023) period, do not have to re-apply until the next General Valuation Roll ).*

Applying for pensioner rebate

The process of applying for a rebate varies from category to category so it is important to check out each section carefully and follow the steps outlined.

The City is sensitive to the needs of its senior citizens. Registered property owners who are pensioners may apply for a rebate on rates, subject to certain criteria.

Pensioner rebate application forms are available:

(i) on the COJ website;

(ii) at the Customer Service Centre's

(iii) from the Property Branch

(Request from e-mail address: ratescomments@joburg.org.za)

This is not an automatic rebate. An application must be done on the prescribed application form. Completed application forms must be delivered to any Customer Service Centre and a reference number must be attached to the application form.

CONDITIONS

The rebate is applicable to property rates only.
The residential property must consist of one dwelling;
The owner must have reached the age of 60 years;
The owner must own and occupy the property;
This rebate also applies to property owners who have become pensioners due to injury on duty;
Pensioners who own property that is a registered long-term lease may apply for the rebate;
The property owner must apply at the nearest Customer Service Centre on a form prescribed by the Council and a reference number must be attached to the application form for approval of a rebate by the Property Branch;
A rebate shall be granted for a maximum duration of the Valuation Roll; this indicates that the pensioner rebate will be granted up to 30 June 2027.
The rebate will be granted from the date of application unless otherwise stated.
An applicant to renew a pensioner rebate must be done before the beginning of a new Valuation Roll (every 4-5 years).
The commissioner stamp date should not be older than 3 months.

There are two categories of Pensioners:

1. 60 - 69 Years Old

Application Form click here

(i) If a pensioner is between 60 – 69 years, the conditions are:

(a) The market value threshold is R1.5million (inclusive of the residential threshold value). Rates will be levied on the market value in excess of R1.5million. This is subject to the income criteria as follows:

(b) If a pensioner has a gross monthly income below and equal R12 474, the pensioner will qualify for a 100% rebate up to a market value of R1.5million. Rates will be levied on the market value in excess of R1.5million.

(c) If a pensioner has a gross monthly above R12 474 less than or equal to R21 382 the pensioner will qualify for a 50% rebate up to market value of R1.5million. Rates will be levied on the market value in Excess of R1.5million.

(d) If a pensioner monthly income is above R21 382, the pensioner will not qualify for a rebate.

(e) The application should include:

A certified copy of ID not older than 3 months;
3 months recent bank statement of all owners;
Proof of income OR copy of certified SASSA card OR other proof of income applicable to the Council;
Death certificate in case of a deceased property owner;
And the most recent income tax assessment issued by the South African Revenue Service.

(e) If a pensioner receives a National Security Grant, they will qualify for a 100% rebate subject to the market value threshold and conditions.

2. 70 Years and above

Application Form Click here

(i) If a pensioner is aged 70 years and above:

(a) The market value threshold is R2million (inclusive of the residential threshold value). Rates will be levied on the market value in excess of R2million.

(b) The pensioner will qualify for a 100% rebate on rates, irrespective of income up to a market value of R2million. Rates will be levied on the market value in excess of R2million.

Validity of pensioner rebate: Read more
Pensioners and Registered Co-Owners Applying for Pensioner Rebate: Read more

The updated pensioner rebate application forms is available from the City's walk-in centers or from ratescomments@joburg.org.za or downloaded from the City's website.

The pensioner rebate application forms must be submitted to the nearest walk-in centre and a reference number must be obtained.

NB.: All residents who become pensioners and are eligible for a pensioner rebate may submit a 'new' application at any time subject to the conditions set out in the City of Joburg rates policy.

(Pensioners who have applied and qualify for pensioner rebates during the General Valuation Roll 2023 (GVR2023) period, do not have to re-apply until the next General Valuation Roll ).