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Back   Annuity Settlement Information (003070X077)

Purpose

The Annuity Settlement Information Implementation Guide describes the use of the ANSI ASC X12 Payment Order/Remittance Advice (820) transaction set for the following business usages:
  • Provide payment/remittance information on annuity premiums
  • Provide payment/remittance information on withdrawals from annuity plans
  • Provide payment/remittance information on commissions

Primary Trading Partners

Insurers. Distributors (broker dealers, banks, general agencies) of annuity products.

References

This is the first implementation guide for this business purpose.

Coordination

No coordination required at this time with other ANSI ASC X12 Subcommittees.

Additional Information

Registered 11/8/1996
Transaction Set ID 820 Standard Version 003070
ASC X12 DM# Owning Group X12N