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Primary Transfer Toolkit
Beneficiary Administration & Transfer Toolkit
Beneficiary Administration & Transfer Toolkit
  • Beneficiary Administration & Transfer Toolkit
  • How to use this resource
    • Feedback
  • Toolkit Approach
    • Maturity Roadmap
  • Guiding principles
  • Target Operating Model
    • Stakeholder Matrix
      • Members of the Public
      • Government
      • Private Sector
      • Project Team
  • DATA COLLECTION & VALIDATION
    • Overview
    • Collate existing administrative data on beneficiaries
      • Step 1: Extract data on project beneficiaries from the HSS
      • Step 2: Identify Additional Project Records
      • Step 3: Enrich Data
        • Home Affairs Data
        • Deed Registry Data
      • Step 4: Secure Data in Database
    • Extract Property and Subsidy Data
      • Step 1: Obtain project general plan/layout
      • Step 2: Extract subsidy values
      • Step 3: Extract data from the deeds registry
      • Step 4: Secure all Data in a Database
    • Collect data by Occupancy Survey
      • Required Data
      • Data Collection Platform
      • Data Collection Hardware
      • Fieldwork Team
        • Recruitment
        • Training
      • Community and Household Engagement
      • Data Collection
      • Data extraction and storage
  • CATEGORISATION
    • Overview
    • A. All self-classified owners are beneficiaries: Perfect match
    • B. Some self-classified owners are beneficiaries, but some are not
    • C. Self-classified owners are beneficiaries, but some beneficiaries are missing
      • Co-beneficiary is deceased
      • Beneficiaries are divorced
        • The divorce order specifies what should happen to the property
        • The divorce order does not mention the property
    • D. Self-classified owners are not beneficiaries but are the original occupants of the property
      • Submit or re-submit a subsidy application
      • Subsidy cannot be accessed
    • E. Self-classified owners are not beneficiaries - inherited the property from a deceased beneficiary
      • Self-classified owner is the spouse of a deceased beneficiary
      • Self-classified owners are other heirs (not a spouse)
    • F. Self-classified owners are not beneficiaries - purchased the property informally
      • Property purchased from a beneficiary who is alive and contactable: No dispute
        • Back to Back Transfer
        • Direct transfer to new owner
          • Self-classified owner to apply for a subsidy in his / her own right
          • Self-classified owner does not qualify for a subsidy and regularisation is required
      • Property purchased from a beneficiary who alive and contactable: Disputed transaction
      • Property purchased from a beneficiary who is alive but who cannot be traced
      • Property purchased from a beneficiary who is deceased
    • G. Occupant is Caretaker / Renter
    • Enabling Processes
      • Adjudicating disputes
      • Locating missing beneficiaries
      • Submit or re-submit a subsidy application
  • VALIDATION, REGULARISATION AND TRANSFER
    • Overview
    • Core Registration Process
    • Dealing with deceased estates
    • Regularising non-beneficiaries
    • Contracting with Conveyancers
  • TITLE DEED HANDOVER
    • Overview
  • Additional Resources
    • Case Studies
      • That's Mine!
      • Deceased Beneficiary
      • Owner, but not beneficiary
      • Formal Dispute Resolution
      • Beneficiaries with more than one property
    • POPIA: The Protection of Personal Information Act
    • Community Information
    • Sample Survey
    • Sales Agreement
    • Dispute Resolution
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  1. CATEGORISATION
  2. D. Self-classified owners are not beneficiaries but are the original occupants of the property

Submit or re-submit a subsidy application

PreviousD. Self-classified owners are not beneficiaries but are the original occupants of the propertyNextSubsidy cannot be accessed

Last updated 3 years ago

To qualify for a subsidy, applicants must be

  • A South African citizen or be permanent residents

  • 18 years or older

  • Married or living with a partner OR

  • Single with proven financial dependents permanently living with the applicant

  • Applicants have never owned property or received a subsidy from the government before

  • Maximum monthly household income of R15 000 (in line with Guiding Principle 6).

  • Where the occupant earns more than R15 000 the occupant can apply for a FLISP to purchase the property in line with the. This price is set at a fixed amount of R15 000 (roughly approximating the value of the land in subsidy properties) plus transfer costs.

  • Unlike other FLISP subsidies, there the occupant qualifies for a capital amount in excess of the land and transfer costs but this is not paid over to the beneficiary

In order to submit an application for a subsidy, the applicant must have the following documents:

  1. ID document of applicant

  2. ID documents of spouse / co-applicant (if applicable)

  3. Marriage certificate (if applicable)

  4. ID documents of dependants (if dependants are over the age of 18 years)

  5. Unabridged birth certificates of children (if dependants are under the age of 18 years)

  6. Proof of income

  7. Where dependants are over the age of 18 years, proof of income of dependants

The housing authority can facilitate subsidy applications and re-applications in order to expedite the process, particularly where the housing authority is accredited and has access to the HSS.

Once the subsidy has been approved, the transfer process can proceed

See Core Registration Process

These documents must accompany a completed subsidy application form, available from each provincial Human Settlements Department (see for the Western Cape).

regularisation process
https://www.westerncape.gov.za/assets/departments/human-settlements/docs/forms/hs-individual-housing-subsidy-application-form-final-30march2022.pdf