This Draft Standard for Trial Use contains the format and establishes the data contents of the Annuity Activity Transaction Set (268) for use within the context of an Electronic Data Interchange (EDI) environment. The transaction set is used to convey annuity account activity from annuity providers to distributors (e.g., broker/dealers, financial planners, banks, savings and loans) for the purpose of communicating account positions and transaction activity.
To indicate the start of a transaction set and to assign a control number
To indicate the beginning of a transaction set
To specify the currency being used in the 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 identify a party by type of organization, name, and code
To specify additional names
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 describe a product or process in coded or free-form format
To indicate the details and status of a product or product activity
To specify basic item identification data
To report information
To specify basic and most frequently used line item data
To indicate the details and status of a product or product activity
To indicate the total monetary amount
To report information
To specify account information
To specify the location of the named party
To specify the geographic place of the named party
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 specify basic item identification data
To indicate a quantity, and/or amount for an identified period
To report information
To specify contract or reference number and status
To specify identifying information
To specify basic item identification data
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 indicate the total monetary amount
To indicate a quantity, and/or amount for an identified period
To supply the full name of an individual or organizational entity
To specify additional names
To specify the location of the named party
To specify the geographic place of the named party
To specify identifying information
To supply demographic information
To supply beneficiary, co-participant, and owner information
To specify any or all of a date, a time, or a time period
To indicate the action to be taken with the information provided or the status of the entity described
To specify basic item data: item identification, quantity, and price
To specify basic item identification data
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 specify a code and the amount or quantity or percentage associated with it
To specify the basic and most frequently used line item data for the invoice and related transactions
To specify identifying information
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 indicate the details and status of a product or product activity
To provide a free-form format that allows the transmission of text information
To specify account information
To specify basic item identification data
To indicate the details and status of a product or product activity
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 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
To specify the location of the named party
To specify the geographic place of the named party
To indicate the details and status of a product or product activity
To transmit information required to establish payment or remittance activity
To indicate the total monetary amount
To specify pertinent dates and times
To transmit an electronic identity
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 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 specify any or all of a date, a time, or a time period
To indicate the total monetary amount
To specify identifying information
To indicate the end of the transaction set and provide the count of the transmitted segments (including the beginning (ST) and ending (SE) segments)
