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Back   Annuity Application (003070X079)

Purpose

The Annuity Application Implementation Guide describes the use of the ANSI ASC X12 Individual Life, Annuity and Disability Application (267) transaction set for the following business usage:
  • Provide the required information, such as applicant name, address, beneficiary, and product name of annuity plan, to apply to purchase an annuity product

Primary Trading Partners

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

Exceptions/Limitations

Does not include the implementation requirements for individual life or disability applications.

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 Published 2/1/1999
Transaction Set ID 267 Standard Version 003070
ASC X12 DM# Owning Group X12N