This Draft Standard for Trial Use contains the format and establishes the data contents of the Individual Life, Annuity and Disability Application Transaction Set (267) for use within the context of an Electronic Data Interchange (EDI) environment. The transaction set is used to transmit new business application information among distributors (agents, broker/dealers, etc.), insurance companies and reinsurance companies for the purpose of underwriting an individual life, annuity or disability contract.
To indicate the start of a transaction set and to assign a control number
To indicate the beginning of a transaction set
To specify any or all of a date, a time, or a time period
To supply the full name of an individual or organizational entity
To specify the location of the named party
To specify the geographic place of the named party
To specify identifying information
To identify a person or office to whom administrative communications should be directed
To specify account information
To indicate the action to be taken with the information provided or the status of the entity described
To identify a person or office to whom administrative communications should be directed
To specify the currency being used in the transaction set
To specify language, type of usage, and proficiency or fluency
To specify any or all of a date, a time, or a time period
To specify basic item data: item identification, quantity, and price
To specify basic item identification data
To specify the geographic place of the named party
To specify a code and the amount or quantity or percentage associated with it
To indicate the total monetary amount
To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition
To specify identifying information
To specify service characteristic data
To indicate the total monetary amount
To specify any or all of a date, a time, or a time period
To specify identifying information
To supply the full name of an individual or organizational entity
To specify the geographic place of the named party
To provide a free-form format that allows the transmission of text information
To describe a product or process in coded or free-form format
To specify basic item data: item identification, quantity, and price
To indicate the details and status of a product or product activity
To identify and describe underwriting status of submitted applications
To indicate the total monetary amount
To specify a code and the amount or quantity or percentage associated with it
To transmit information required to establish payment or remittance activity
To specify quantity information
To specify any or all of a date, a time, or a time period
To provide a free-form format that allows the transmission of text information
To specify type of investment vehicle or account and other basic data about the investment
To specify a code and the amount or quantity or percentage associated with it
To specify any or all of a date, a time, or a time period
To specify quantity information
To specify basic item identification data
To identify rate amounts or percents for a specific cost or other line item
To supply beneficiary, co-participant, and owner information
To supply the full name of an individual or organizational entity
To specify additional names or those longer than 35 characters in length
To specify the location of the named party
To specify the geographic place of the named party
To specify identifying information
To specify any or all of a date, a time, or a time period
To report information
To specify quantity information
To specify language, type of usage, and proficiency or fluency
To provide a free-form format that allows the transmission of text information
To designate the entities which are parties to a transaction and specify a reference meaningful to those entities
To specify identifying information
To specify basic item identification data
To supply demographic information
To supply additional demographic identification
To specify language, type of usage, and proficiency or fluency
To specify any or all of a date, a time, or a time period
To specify a code and the amount or quantity or percentage associated with it
To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition
To specify quantity information
To provide a free-form format that allows the transmission of text information
To supply the full name of an individual or organizational entity
To specify additional names or those longer than 35 characters in length
To specify identifying information
To specify the location of the named party
To specify the geographic place of the named party
To specify a communication contact number
To specify any or all of a date, a time, or a time period
Code to transmit standard industry codes
To indicate the details and status of a product or product activity
To specify any or all of a date, a time, or a time period
To provide a free-form format that allows the transmission of text information
To supply the full name of an individual or organizational entity
To specify the location of the named party
To specify the geographic place of the named party
To specify identifying information
To specify a communication contact number
To specify language, type of usage, and proficiency or fluency
To specify any or all of a date, a time, or a time period
To provide a free-form format that allows the transmission of text information
To supply beneficiary, co-participant, and owner information
To supply the full name of an individual or organizational entity
To specify additional names or those longer than 35 characters in length
To specify the location of the named party
To specify the geographic place of the named party
To specify identifying information
To specify any or all of a date, a time, or a time period
To report information
To specify quantity information
To specify language, type of usage, and proficiency or fluency
To provide a free-form format that allows the transmission of text information
To describe a product or process in coded or free-form format
To specify basic item data: item identification, quantity, and price
To indicate the details and status of a product or product activity
To indicate the total monetary amount
To specify quantity information
To specify any or all of a date, a time, or a time period
To provide a free-form format that allows the transmission of text information
To transmit information required to establish payment or remittance activity
To specify identifying information
To specify type of investment vehicle or account and other basic data about the investment
To specify a code and the amount or quantity or percentage associated with it
To specify any or all of a date, a time, or a time period
To identify rate amounts or percents for a specific cost or other line item
To supply beneficiary, co-participant, and owner information
To supply the full name of an individual or organizational entity
To specify additional names or those longer than 35 characters in length
To specify the location of the named party
To specify the geographic place of the named party
To specify identifying information
To specify any or all of a date, a time, or a time period
To report information
To specify quantity information
To specify language, type of usage, and proficiency or fluency
To provide a free-form format that allows the transmission of text information
To identify the category of underwriting data being transmitted
To identify dependencies among and the content of hierarchically related groups of data segments
To report information provider underwriting data in a question and answer format
To identify and answer yes and no questions, including the date, time, and comments further qualifying the condition
To supply the full name of an individual or organizational entity
To specify the location of the named party
To specify the geographic place of the named party
To specify a communication contact number
To specify any or all of a date, a time, or a time period
To specify quantity information
To provide a free-form format that allows the transmission of text information
To specify a code and the amount or quantity or percentage associated with it
To indicate the total monetary amount
To report information
To provide class of employment information
To describe employment position
To provide employment specifics
To qualify percent amounts and supply percent amounts
To define the source and related information about the income being reported
To specify basic item identification data
To specify identifying information
To report financial information
To specify type of activity information
To report usage of a vehicle
To provide descriptions that identify a specific vehicle
To identify and describe a specific court case
To describe specific administration of justice events and actions
To report use of tobacco, alcohol, drugs or other substances
To report personal health and medical history data
To report information about a person's family health history
To indicate the details and status of a product or product activity
To report military service data
To identify the type or transmission or both of paperwork or supporting information
To supply the full name of an individual or organizational entity
To specify the geographic place of the named party
To specify identifying information
To specify any or all of a date, a time, or a time period
To indicate the details and status of a product or product activity
To provide basic information about the electronic format of the interchange data
To transfer binary data in a single data segment and allow identification of the end of the data segment through a count; there is no identification of the internal structure of the binary data in this segment
To reference a line number in a transaction set
To transmit information required to establish payment or remittance activity
To specify identifying information
To indicate the total monetary amount
To identify a party by type of organization, name, and code
To specify the location of the named party
To specify the geographic place of the named party
To specify basic item identification data
To specify any or all of a date, a time, or a time period
To specify quantity information
To provide a free-form format that allows the transmission of text information
To transmit information in a free-form format for comment or special instruction
To specify any or all of a date, a time, or a time period
To supply the full name of an individual or organizational entity
To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments)
