EDI 268 Annuity Activity
This X12 Transaction Set 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.
Segments
Position
Segment
Name
Max use
Mandatory
AtMax 1
To indicate the start of a transaction set and to assign a control number
Mandatory
AtMax 1
To indicate the beginning of a transaction set
Opt
AtMax 1
To specify the currency being used in the transaction set
Opt
AtMax 9
To specify any or all of a date, a time, or a time period
NM1
LOOP
Opt
AtMax 2
N1
LOOP
Mandatory
GT 1
PO1
LOOP
Opt
GT 1
ACT
LOOP
Opt
GT 1
CON
LOOP
Opt
GT 1
BLI
LOOP
Opt
GT 1
IT1
LOOP
Opt
GT 1
NM1
LOOP
Opt
GT 1
LX
LOOP
Opt
GT 1
Mandatory
AtMax 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)