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Back   Annuity Account Value Reporting for Clearinghouse Trading (003072X087)

Purpose

The Annuity Account Activity for Clearinghouse Trading Implementation Guide describes the use of the ANSI ASC X12 Annuity Activity (268) transaction set for the following business usage:
  • Provide account activity values from insurers to distributors for statement consolidation and on-line updates in a clearinghouse environment.

Primary Trading Partners

The primary trading partners are insurers of annuity products, their distributors (broker dealers, banks, general agencies), and clearinghouse service providers.

Exceptions/Limitations

The Annuity Account Activity for Clearinghouse Trading Implementation Guide is intended for use only with transactions that are processed through a clearinghouse.

References

For information on implementing the 268 in a non-clearinghouse environment, refer to Guide #78, the Annuity Account Value Reporting Implementation Guide.

Coordination

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

Additional Information

Registered 6/4/1997 Published 12/1/1998
Transaction Set ID 268 Standard Version 003072
ASC X12 DM# Owning Group X12N