273 Insurance/Annuity Application Status
273 Insurance/Annuity Application Status
Function Group ID
This Draft Standard for Trial Use contains the format and establishes the data contents of the Insurance/Annuity Application Status Transaction Set (273) for use within the context of an Electronic Data Interchange (EDI) environment. The transaction set can be used by insurance providers to inform their trading partners of the current status of a life insurance or annuity application during the underwriting process.
Position
Segment
Name
Max Use
010
Transaction Set HeaderMandatory
Max 1
To indicate the start of a transaction set and to assign a control number
020
Beginning SegmentMandatory
Max 1
To indicate the beginning of a transaction set
030
CurrencyOptional
Max 1
To specify the currency (dollars, pounds, francs, etc.) used in a transaction
035
Underwriting StatusOptional
Max 1
To identify and describe underwriting status of submitted applications
NM1Loop
Optional
Repeat 2
040
Individual or Organizational NameMandatory
Max 1
To supply the full name of an individual or organizational entity
050
Address InformationOptional
Max 3
To specify the location of the named party
060
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
070
Reference IdentificationOptional
Max 9
To specify identifying information
080
Administrative Communications ContactOptional
Max 3
To identify a person or office to whom administrative communications should be directed
Position
Segment
Name
Max Use
ACTLoop
Mandatory
Repeat >1
010
Account IdentificationMandatory
Max 1
To specify account information
020
Administrative Communications ContactOptional
Max 3
To identify a person or office to whom administrative communications should be directed
030
Underwriting StatusOptional
Max 1
To identify and describe underwriting status of submitted applications
040
Date or Time or PeriodOptional
Max 19
To specify any or all of a date, a time, or a time period
050
Baseline Item DataOptional
Max 1
To specify basic item data: item identification, quantity, and price
060
Monetary AmountOptional
Max 9
To indicate the total monetary amount
070
Item IdentificationOptional
Max 1
To specify basic item identification data
080
Reference IdentificationOptional
Max 9
To specify identifying information
090
File InformationOptional
Max 3
To transmit a fixed-format record or matrix contents
LXLoop
Mandatory
Repeat >1
100
Assigned NumberMandatory
Max 1
To reference a line number in a transaction set
110
Baseline Item DataOptional
Max 1
To specify basic item data: item identification, quantity, and price
120
Investment Vehicle SelectionOptional
Max 9
To specify type of investment vehicle or account and other basic data about the investment
130
Underwriting StatusOptional
Max 1
To identify and describe underwriting status of submitted applications
135
InsuranceOptional
Max 1
To specify details related to insurance
140
Date or Time or PeriodOptional
Max 9
To specify any or all of a date, a time, or a time period
150
Rate Amounts or PercentsOptional
Max 1
To identify rate amounts or percents for a specific cost or other line item
160
File InformationOptional
Max 3
To transmit a fixed-format record or matrix contents
BENLoop
Optional
Repeat >1
170
Beneficiary or Owner InformationMandatory
Max 1
To supply beneficiary, co-participant, and owner information
180
Individual or Organizational NameOptional
Max 1
To supply the full name of an individual or organizational entity
190
Additional Name InformationOptional
Max 1
To specify additional names or those longer than 35 characters in length
192
Address InformationOptional
Max 1
To specify the location of the named party
195
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
197
Date or Time or PeriodOptional
Max 1
To specify any or all of a date, a time, or a time period
ENTLoop
Optional
Repeat >1
200
EntityMandatory
Max 1
To designate the entities which are parties to a transaction and specify a reference meaningful to those entities
210
Individual or Organizational NameOptional
Max 1
To supply the full name of an individual or organizational entity
220
Additional Name InformationOptional
Max 2
To specify additional names or those longer than 35 characters in length
230
Reference IdentificationOptional
Max 9
To specify identifying information
240
Address InformationOptional
Max 3
To specify the location of the named party
250
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
260
Administrative Communications ContactOptional
Max 3
To identify a person or office to whom administrative communications should be directed
270
Demographic InformationOptional
Max 1
To supply demographic information
275
Additional Demographic InformationOptional
Max 1
To supply additional demographic identification
280
RelationshipOptional
Max 1
To specify relationship and birth order of entity
290
Underwriting StatusOptional
Max 1
To identify and describe underwriting status of submitted applications
300
Date or Time or PeriodOptional
Max 9
To specify any or all of a date, a time, or a time period
310
QuantityOptional
Max 9
To specify quantity information
320
File InformationOptional
Max 3
To transmit a fixed-format record or matrix contents
LQLoop
Optional
Repeat >1
330
Industry CodeMandatory
Max 1
Code to transmit standard industry codes
340
Event DetailOptional
Max 1
To specify information about a specific event
350
Date or Time or PeriodOptional
Max 9
To specify any or all of a date, a time, or a time period
360
File InformationOptional
Max 3
To transmit a fixed-format record or matrix contents
NM1Loop
Optional
Repeat >1
370
Individual or Organizational NameMandatory
Max 1
To supply the full name of an individual or organizational entity
380
Address InformationOptional
Max 3
To specify the location of the named party
390
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
400
ContactOptional
Max 9
To identify a person or office to whom communications should be directed
BENLoop
Optional
Repeat >1
410
Beneficiary or Owner InformationMandatory
Max 1
To supply beneficiary, co-participant, and owner information
420
Individual or Organizational NameOptional
Max 1
To supply the full name of an individual or organizational entity
430
Additional Name InformationOptional
Max 1
To specify additional names or those longer than 35 characters in length
432
Address InformationOptional
Max 1
To specify the location of the named party
435
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
437
Date or Time or PeriodOptional
Max 1
To specify any or all of a date, a time, or a time period
BLILoop
Optional
Repeat >1
440
Baseline Item DataMandatory
Max 1
To specify basic item data: item identification, quantity, and price
450
Investment Vehicle SelectionOptional
Max 9
To specify type of investment vehicle or account and other basic data about the investment
460
Underwriting StatusOptional
Max 1
To identify and describe underwriting status of submitted applications
462
Underwriting ConditionOptional
Max >1
To specify the condition under which insurance coverage is offered
465
InsuranceOptional
Max 1
To specify details related to insurance
470
Date or Time or PeriodOptional
Max 9
To specify any or all of a date, a time, or a time period
475
QuantityOptional
Max >1
To specify quantity information
480
Rate Amounts or PercentsOptional
Max >1
To identify rate amounts or percents for a specific cost or other line item
490
File InformationOptional
Max 3
To transmit a fixed-format record or matrix contents
BENLoop
Optional
Repeat >1
500
Beneficiary or Owner InformationMandatory
Max 1
To supply beneficiary, co-participant, and owner information
510
Individual or Organizational NameOptional
Max 1
To supply the full name of an individual or organizational entity
520
Additional Name InformationOptional
Max 1
To specify additional names or those longer than 35 characters in length
522
Address InformationOptional
Max 1
To specify the location of the named party
525
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
527
Date or Time or PeriodOptional
Max 1
To specify any or all of a date, a time, or a time period
MSGLoop
Optional
Repeat >1
530
Message TextMandatory
Max 1
To provide a free-form format that allows the transmission of text information
540
Date or Time or PeriodOptional
Max 1
To specify any or all of a date, a time, or a time period
550
Individual or Organizational NameOptional
Max 1
To supply the full name of an individual or organizational entity
560
Transaction Set TrailerMandatory
Max 1
To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments)