273 Insurance/Annuity Application Status

Functional Group ID

X12N Insurance Subcommittee

This X12 Transaction Set 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.

Heading

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
CurrencyOptional
Max 1
To specify the currency (dollars, pounds, francs, etc.) used in a transaction
0350
Underwriting StatusOptional
Max 1
To identify and describe underwriting status of submitted applications
NM1 Loop
Repeat 2
0400
Individual or Organizational NameMandatory
Max 1
To supply the full name of an individual or organizational entity
0500
Party LocationOptional
Max 3
To specify the location of the named party
0600
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
0700
Reference InformationOptional
Max 9
To specify identifying information
0800
Administrative Communications ContactOptional
Max 3
To identify a person or office to whom administrative communications should be directed

Detail

Position
Segment
Name
Max use
ACT Loop
Repeat >1
0100
Account IdentificationMandatory
Max 1
To specify account information
The ACT loop repeats for each individual case.
0200
Administrative Communications ContactOptional
Max 3
To identify a person or office to whom administrative communications should be directed
0300
Underwriting StatusOptional
Max 1
To identify and describe underwriting status of submitted applications
0400
Date or Time or PeriodOptional
Max 19
To specify any or all of a date, a time, or a time period
0500
Basic Baseline Item DataOptional
Max 1
To specify basic item data: item identification, quantity, and price
0600
Monetary Amount InformationOptional
Max 9
To indicate the total monetary amount
0700
Item IdentificationOptional
Max 1
To specify basic item identification data
0800
Reference InformationOptional
Max 9
To specify identifying information
0900
File InformationOptional
Max 3
To transmit a fixed-format record or matrix contents
LX Loop
Repeat >1
1000
Transaction Set Line NumberMandatory
Max 1
To reference a line number in a transaction set
The LX loop is required to avoid collision with the BLI loop.
1100
Basic Baseline Item DataOptional
Max 1
To specify basic item data: item identification, quantity, and price
The BLI segment is used to transmit coverage which relates to the entire application.
1200
Investment Vehicle SelectionOptional
Max 9
To specify type of investment vehicle or account and other basic data about the investment
1300
Underwriting StatusOptional
Max 1
To identify and describe underwriting status of submitted applications
1350
InsuranceOptional
Max 1
To specify details related to insurance
1400
Date or Time or PeriodOptional
Max 9
To specify any or all of a date, a time, or a time period
1500
Rate Amounts or PercentsOptional
Max 1
To identify rate amounts or percents for a specific cost or other line item
1600
File InformationOptional
Max 3
To transmit a fixed-format record or matrix contents
BEN Loop
Repeat >1
1700
Beneficiary or Owner InformationMandatory
Max 1
To supply beneficiary, co-participant, and owner information
The BEN loop is used to transmit beneficiary information that relates only to the coverage information in 2/1000- 2/1600.
1800
Individual or Organizational NameOptional
Max 1
To supply the full name of an individual or organizational entity
1920
Party LocationOptional
Max 1
To specify the location of the named party
1950
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
1970
Date or Time or PeriodOptional
Max 1
To specify any or all of a date, a time, or a time period
ENT Loop
Repeat >1
2000
EntityMandatory
Max 1
To designate the entities which are parties to a transaction and specify a reference meaningful to those entities
2100
Individual or Organizational NameOptional
Max 1
To supply the full name of an individual or organizational entity
2300
Reference InformationOptional
Max 9
To specify identifying information
2400
Party LocationOptional
Max 3
To specify the location of the named party
2500
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
2600
Administrative Communications ContactOptional
Max 3
To identify a person or office to whom administrative communications should be directed
2700
Demographic InformationOptional
Max 1
To supply demographic information
2750
Additional Demographic InformationOptional
Max 1
To supply additional demographic identification
2800
RelationshipOptional
Max 1
To specify relationship and birth order of entity
2900
Underwriting StatusOptional
Max 1
To identify and describe underwriting status of submitted applications
3000
Date or Time or PeriodOptional
Max 9
To specify any or all of a date, a time, or a time period
3100
Quantity InformationOptional
Max 9
To specify quantity information
3200
File InformationOptional
Max 3
To transmit a fixed-format record or matrix contents
LQ Loop
Repeat >1
3300
Industry Code IdentificationMandatory
Max 1
To identify standard industry codes
The LQ loop contains the underwriting requirements.
3400
Event DetailOptional
Max 1
To specify information about a specific event
3450
Status of Product or ActivityOptional
Max >1
To indicate the details and status of a product or product activity
3500
Date or Time or PeriodOptional
Max 9
To specify any or all of a date, a time, or a time period
3600
File InformationOptional
Max 3
To transmit a fixed-format record or matrix contents
NM1 Loop
Repeat >1
3700
Individual or Organizational NameMandatory
Max 1
To supply the full name of an individual or organizational entity
3800
Party LocationOptional
Max 3
To specify the location of the named party
3900
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
4000
ContactOptional
Max 9
To identify a person or office to whom communications should be directed
BEN Loop
Repeat >1
4100
Beneficiary or Owner InformationMandatory
Max 1
To supply beneficiary, co-participant, and owner information
The BEN loop is used to transmit beneficiary information that relates only to the entity information in 2/2000 - 2/3200.
4200
Individual or Organizational NameOptional
Max 1
To supply the full name of an individual or organizational entity
4320
Party LocationOptional
Max 1
To specify the location of the named party
4350
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
4370
Date or Time or PeriodOptional
Max 1
To specify any or all of a date, a time, or a time period
BLI Loop
Repeat >1
4400
Basic Baseline Item DataMandatory
Max 1
To specify basic item data: item identification, quantity, and price
The BLI loop is used to transmit coverage information that relates only to the entity information in 2/2000 - 2/3200.
4500
Investment Vehicle SelectionOptional
Max 9
To specify type of investment vehicle or account and other basic data about the investment
4600
Underwriting StatusOptional
Max 1
To identify and describe underwriting status of submitted applications
4620
Underwriting ConditionOptional
Max >1
To specify the condition under which insurance coverage is offered
4650
InsuranceOptional
Max 1
To specify details related to insurance
4700
Date or Time or PeriodOptional
Max 9
To specify any or all of a date, a time, or a time period
4750
Quantity InformationOptional
Max >1
To specify quantity information
4800
Rate Amounts or PercentsOptional
Max >1
To identify rate amounts or percents for a specific cost or other line item
4900
File InformationOptional
Max 3
To transmit a fixed-format record or matrix contents
BEN Loop
Repeat >1
5000
Beneficiary or Owner InformationMandatory
Max 1
To supply beneficiary, co-participant, and owner information
The BEN loop is used to transmit beneficiary information that relates only to the coverage information in 2/4400- 2/4900.
5100
Individual or Organizational NameOptional
Max 1
To supply the full name of an individual or organizational entity
5220
Party LocationOptional
Max 1
To specify the location of the named party
5250
Geographic LocationOptional
Max 1
To specify the geographic place of the named party
5270
Date or Time or PeriodOptional
Max 1
To specify any or all of a date, a time, or a time period
MSG Loop
Repeat >1
5300
Message TextMandatory
Max 1
To provide a free-form format that allows the transmission of text information
5400
Date or Time or PeriodOptional
Max 1
To specify any or all of a date, a time, or a time period
5500
Individual or Organizational NameOptional
Max 1
To supply the full name of an individual or organizational entity
5600
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)

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