834 Benefit Enrollment and Maintenance
834 Benefit Enrollment and Maintenance
Function Group BE
This X12 Transaction Set contains the format and establishes the data contents of the Benefit Enrollment and Maintenance Transaction Set (834) for use within the context of an Electronic Data Interchange (EDI) environment. This transaction set can be used to establish communication between the sponsor of the insurance product and the payer. Such transaction(s) may or may not take place through a third party administrator (TPA). For the purpose of this standard, the sponsor is the party or entity that ultimately pays for the coverage, benefit or product. A sponsor can be an employer, union, government agency, association, or insurance agency. The payer refers to an entity that pays claims, administers the insurance product or benefit, or both. A payer can be an insurance company, health maintenance organization (HMO), preferred provider organization (PPO), government agency (Medicare, Medicaid, Champus, etc.), or an entity that may be contracted by one of these former groups. For the purpose of the 834 transaction set, a third party administrator (TPA) can be contracted by a sponsor to handle data gathering from those covered by the sponsor if the sponsor does not elect to perform this function itself.
Position
Segment
Name
Max Use
0100
Transaction Set HeaderMandatory
Max 1
To indicate the start of a transaction set and to assign a control number
0200
Beginning SegmentMandatory
Max 1
To indicate the beginning of a transaction set
0300
Reference InformationOptional
Max >1
To specify identifying information
0400
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
0500
Monetary Amount InformationOptional
Max >1
To indicate the total monetary amount
0600
Quantity InformationOptional
Max >1
To specify quantity information
1000Loop
Mandatory
Repeat >1
0700
Party IdentificationMandatory
Max 1
To identify a party by type of organization, name, and code
0800
Additional Name InformationOptional
Max 2
To specify additional names
0900
Party LocationOptional
Max 2
To specify the location of the named party
1000
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
1100
Administrative Communications ContactOptional
Max 3
To identify a person or office to whom administrative communications should be directed
1100Loop
Optional
Repeat 10
1200
Account IdentificationMandatory
Max 1
To specify account information
1300
Reference InformationOptional
Max 5
To specify identifying information
1400
Party LocationOptional
Max 1
To specify the location of the named party
1500
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
1600
Administrative Communications ContactOptional
Max 5
To identify a person or office to whom administrative communications should be directed
1700
Date or Time or PeriodOptional
Max 1
To specify any or all of a date, a time, or a time period
1800
Monetary Amount InformationOptional
Max 1
To indicate the total monetary amount
Position
Segment
Name
Max Use
2000Loop
Optional
Repeat >1
0100
Insured BenefitMandatory
Max 1
To provide benefit information on insured entities
0200
Reference InformationMandatory
Max >1
To specify identifying information
0250
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
2100Loop
Optional
Repeat >1
0300
Individual or Organizational NameMandatory
Max 1
To supply the full name of an individual or organizational entity
0400
Administrative Communications ContactOptional
Max 1
To identify a person or office to whom administrative communications should be directed
0500
Party LocationOptional
Max 1
To specify the location of the named party
0600
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
0800
Demographic InformationOptional
Max 1
To supply demographic information
0900
Electronic Funds Transfer InformationOptional
Max 1
To supply information on the electronic funds transfer (EFT) method of payment
1000
Employment ClassOptional
Max >1
To provide class of employment information
1100
Individual IncomeOptional
Max 1
To supply information to determine benefit eligibility, deductibles, and retirement and investment contributions
1200
Monetary Amount InformationOptional
Max 10
To indicate the total monetary amount
1300
Health InformationOptional
Max 1
To provide health information
1400
Health Care Information CodesOptional
Max 10
To supply information related to the delivery of health care
1500
Language UseOptional
Max >1
To specify language, type of usage, and proficiency or fluency
2200Loop
Optional
Repeat 4
2000
Disability InformationMandatory
Max 1
To supply disability information
2100
Date or Time or PeriodOptional
Max 10
To specify any or all of a date, a time, or a time period
2200
Adjustment AmountOptional
Max 10
To specify the characteristics of an adjustment
2300Loop
Optional
Repeat 99
2600
Health CoverageMandatory
Max 1
To provide information on health coverage
2700
Date or Time or PeriodOptional
Max 10
To specify any or all of a date, a time, or a time period
2800
Monetary Amount InformationOptional
Max 3
To indicate the total monetary amount
2900
Reference InformationOptional
Max 5
To specify identifying information
3000
Identification CardOptional
Max >1
To provide notification to produce replacement identification card(s)
2310Loop
Optional
Repeat 30
3100
Transaction Set Line NumberMandatory
Max 1
To reference a line number in a transaction set
3200
Individual or Organizational NameOptional
Max 1
To supply the full name of an individual or organizational entity
3300
Party IdentificationOptional
Max 3
To identify a party by type of organization, name, and code
3400
Additional Name InformationOptional
Max 1
To specify additional names
3500
Party LocationOptional
Max 2
To specify the location of the named party
3600
Geographic LocationOptional
Max 2
To specify the geographic place of the named party
3700
Administrative Communications ContactOptional
Max 2
To identify a person or office to whom administrative communications should be directed
3800
Provider InformationOptional
Max 1
To specify the identifying characteristics of a provider
3900
Date or Time or PeriodOptional
Max 6
To specify any or all of a date, a time, or a time period
3950
Place or LocationOptional
Max 1
To indicate action to be taken for the location specified and to qualify the location specified
2320Loop
Optional
Repeat 10
4000
Coordination of BenefitsMandatory
Max 1
To supply information on coordination of benefits
4050
Reference InformationOptional
Max >1
To specify identifying information
4070
Date or Time or PeriodOptional
Max 2
To specify any or all of a date, a time, or a time period
2330Loop
Optional
Repeat 3
4100
Individual or Organizational NameMandatory
Max 1
To supply the full name of an individual or organizational entity
4200
Additional Name InformationOptional
Max 1
To specify additional names
4300
Party LocationOptional
Max 2
To specify the location of the named party
4400
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
4500
Administrative Communications ContactOptional
Max 1
To identify a person or office to whom administrative communications should be directed
2400Loop
Optional
Repeat 10
4600
Life CoverageMandatory
Max 1
To provide information on life coverage
4700
Monetary Amount InformationOptional
Max 5
To indicate the total monetary amount
4800
Date or Time or PeriodOptional
Max 2
To specify any or all of a date, a time, or a time period
4850
Reference InformationOptional
Max >1
To specify identifying information
2410Loop
Optional
Repeat 20
4900
Beneficiary or Owner InformationMandatory
Max 1
To supply beneficiary, co-participant, and owner information
5000
Individual or Organizational NameOptional
Max 1
To supply the full name of an individual or organizational entity
5100
Party IdentificationOptional
Max 1
To identify a party by type of organization, name, and code
5200
Additional Name InformationOptional
Max 1
To specify additional names
5300
Party LocationOptional
Max 1
To specify the location of the named party
5400
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
5420
Demographic InformationOptional
Max 1
To supply demographic information
2500Loop
Optional
Repeat 5
5500
Flexible Spending AccountMandatory
Max 1
To supply flexible spending account information
5600
Monetary Amount InformationOptional
Max 10
To indicate the total monetary amount
5700
Date or Time or PeriodOptional
Max 10
To specify any or all of a date, a time, or a time period
5750
Reference InformationOptional
Max >1
To specify identifying information
2600Loop
Optional
Repeat >1
5800
Retirement ProductMandatory
Max 1
To specify the retirement product characteristics
5900
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
5920
Reference InformationOptional
Max >1
To specify identifying information
5940
Investment Vehicle SelectionOptional
Max >1
To specify type of investment vehicle or account and other basic data about the investment
5960
Monetary Amount InformationOptional
Max 20
To indicate the total monetary amount
5970
Quantity InformationOptional
Max 20
To specify quantity information
5980
File InformationOptional
Max 3
To transmit a fixed-format record or matrix contents
6000
RelationshipOptional
Max 1
To specify relationship and birth order of entity
2610Loop
Optional
Repeat >1
6100
Individual or Organizational NameMandatory
Max 1
To supply the full name of an individual or organizational entity
6300
Additional Name InformationOptional
Max 1
To specify additional names
6510
Demographic InformationOptional
Max 1
To supply demographic information
6520
Beneficiary or Owner InformationOptional
Max 1
To supply beneficiary, co-participant, and owner information
6530
Reference InformationOptional
Max >1
To specify identifying information
2620Loop
Optional
Repeat >1
6540
Property or Entity IdentificationMandatory
Max 1
To define the attributes of a property or an entity
6550
Party LocationOptional
Max 1
To specify the location of the named party
6560
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
6570
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
2630Loop
Optional
Repeat >1
6600
Financial ContributionMandatory
Max 1
To specify the financial contribution information
6700
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
2640Loop
Optional
Repeat >1
6780
Investment Vehicle SelectionMandatory
Max 1
To specify type of investment vehicle or account and other basic data about the investment
6790
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
6800
Quantity InformationOptional
Max >1
To specify quantity information
6810
EntityOptional
Max >1
To designate the entities which are parties to a transaction and specify a reference meaningful to those entities
6820
Reference InformationOptional
Max >1
To specify identifying information
6830
Monetary Amount InformationOptional
Max 20
To indicate the total monetary amount
6840
File InformationOptional
Max 3
To transmit a fixed-format record or matrix contents
2650Loop
Optional
Repeat >1
6850
IncomeMandatory
Max 1
To provide type and amount of income obtained
6860
Quantity InformationOptional
Max >1
To specify quantity information
6870
Date or Time or PeriodOptional
Max >1
To specify any or all of a date, a time, or a time period
6880
Loop HeaderOptional
Max 1
To indicate that the next segment begins a loop
2700Loop
Optional
Repeat >1
6881
Transaction Set Line NumberMandatory
Max 1
To reference a line number in a transaction set
2750Loop
Mandatory
Repeat >1
6882
Party IdentificationMandatory
Max 1
To identify a party by type of organization, name, and code
6883
Reference InformationMandatory
Max 1
To specify identifying information
6884
Date or Time or PeriodOptional
Max 1
To specify any or all of a date, a time, or a time period
6885
Loop TrailerOptional
Max 1
To indicate that the loop immediately preceding this segment is complete
6900
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)