834Benefit Enrollment and Maintenance

This Draft Standard for Trial Use contains the format and establishes the data contents of the Benefit Enrollment and Maintenance Transaction Set (834) to be used within the context of an Electronic Data Interchange (EDI) environment. This transaction set can be used to establish communication between the sponsor of the insurance product and the payer. Such transaction(s) may or may not take place through a third party administrator (TPA). For the purpose of this standard, the sponsor is the party or entity that ultimately pays for the coverage, benefit or product. A sponsor can be an employer, union, government agency, association, or insurance agency. The payer refers to an entity that pays claims, administers the insurance product or benefit, or both. A payer can be an insurance company, health maintenance organization (HMO), preferred provider organization (PPO), government agency (Medicare, Medicaid, Champus, etc.), or an entity that may be contracted by one of these former groups. For the purpose of the 834 transaction set, a third party administrator (TPA) can be contracted by a sponsor to handle data gathering from those covered by the sponsor if the sponsor does not elect to perform this function itself.

  • ST
    Transaction Set Header
    M必须(Mandatory)
    Repeat 1

    To indicate the start of a transaction set and to assign a control number

  • BGN
    Beginning Segment
    M必须(Mandatory)
    Repeat 1

    To indicate the beginning of a transaction set.

  • REF
    Reference Numbers
    M必须(Mandatory)
    Repeat 20

    To specify identifying numbers.

  • DTP
    Date or Time or Period
    O可选(Optional)
    Repeat 1

    To specify any or all of a date, a time, or a time period

  • AMT
    Monetary Amount
    O可选(Optional)
    Repeat 4

    To indicate the total monetary amount.

  • QTY
    Quantity
    O可选(Optional)
    Repeat 4

    To specify quantity information.

  • N1Loop1Name LOOPM必须(Mandatory)Repeat 10
    N1N2N3N4PERACTLoop1
    • N1
      Name
      M必须(Mandatory)
      Repeat 1

      To identify a party by type of organization, name and code

    • N2
      Additional Name Information
      O可选(Optional)
      Repeat 2

      To specify additional names or those longer than 35 characters in length

    • N3
      Address Information
      O可选(Optional)
      Repeat 2

      To specify the location of the named party

    • N4
      Geographic Location
      O可选(Optional)
      Repeat 1

      To specify the geographic place of the named party

    • PER
      Administrative Communications Contact
      O可选(Optional)
      Repeat 3

      To identify a person or office to whom administrative communications should be directed

    • ACTLoop1Account Identification LOOPO可选(Optional)Repeat 2
      ACTREFN3N4PERDTPAMT
      • ACT
        Account Identification
        M必须(Mandatory)
        Repeat 1

        To specify account information.

      • REF
        Reference Numbers
        O可选(Optional)
        Repeat 5

        To specify identifying numbers.

      • N3
        Address Information
        O可选(Optional)
        Repeat 1

        To specify the location of the named party

      • N4
        Geographic Location
        O可选(Optional)
        Repeat 1

        To specify the geographic place of the named party

      • PER
        Administrative Communications Contact
        O可选(Optional)
        Repeat 5

        To identify a person or office to whom administrative communications should be directed

      • DTP
        Date or Time or Period
        O可选(Optional)
        Repeat 1

        To specify any or all of a date, a time, or a time period

      • AMT
        Monetary Amount
        O可选(Optional)
        Repeat 1

        To indicate the total monetary amount.

  • INSLoop1Insured Benefit LOOPM必须(Mandatory)Repeat > 1
    INSREFNM1DTPN3N4DMGPMECICMAMTHLHCD2N1Loop2DSBLoop1PERLoop1HDLoop1LCLoop1FSALoop1RPLoop1
    • INS
      Insured Benefit
      M必须(Mandatory)
      Repeat 1

      To provide benefit information on insured entities

    • REF
      Reference Numbers
      M必须(Mandatory)
      Repeat 20

      To specify identifying numbers.

    • NM1
      Individual or Organizational Name
      O可选(Optional)
      Repeat 2

      To supply the full name of an individual or organizational entity

    • DTP
      Date or Time or Period
      O可选(Optional)
      Repeat 20

      To specify any or all of a date, a time, or a time period

    • N3
      Address Information
      O可选(Optional)
      Repeat 1

      To specify the location of the named party

    • N4
      Geographic Location
      O可选(Optional)
      Repeat 1

      To specify the geographic place of the named party

    • DMG
      Demographic Information
      O可选(Optional)
      Repeat 1

      To supply demographic information

    • PM
      Electronic Funds Transfer Information
      O可选(Optional)
      Repeat 1

      To supply information on the electronic funds transfer (EFT) method of payment

    • EC
      Employment Class
      O可选(Optional)
      Repeat 5

      To provide class of employment information

    • ICM
      Individual Income
      O可选(Optional)
      Repeat 1

      To supply information to determine benefit eligibility, deductibles and retirement and investment contributions

    • AMT
      Monetary Amount
      O可选(Optional)
      Repeat 10

      To indicate the total monetary amount.

    • HLH
      Health Information
      O可选(Optional)
      Repeat 1

      To provide health information

    • CD2
      Multi-Valued Characteristics
      O可选(Optional)
      Repeat 10

      To provide characteristics that may have multiple values

    • N1Loop2Name LOOPO可选(Optional)Repeat 2
      N1DTPN3N4
      • N1
        Name
        M必须(Mandatory)
        Repeat 1

        To identify a party by type of organization, name and code

      • DTP
        Date or Time or Period
        O可选(Optional)
        Repeat 1

        To specify any or all of a date, a time, or a time period

      • N3
        Address Information
        O可选(Optional)
        Repeat 1

        To specify the location of the named party

      • N4
        Geographic Location
        O可选(Optional)
        Repeat 1

        To specify the geographic place of the named party

    • DSBLoop1Disability Information LOOPO可选(Optional)Repeat 4
      DSBDTPAD1
      • DSB
        Disability Information
        M必须(Mandatory)
        Repeat 1

        To supply disability information

      • DTP
        Date or Time or Period
        O可选(Optional)
        Repeat 10

        To specify any or all of a date, a time, or a time period

      • AD1
        Adjustment Amount
        O可选(Optional)
        Repeat 10

        To specify the characteristics of an adjustment

    • PERLoop1Administrative Communications Contact LOOPO可选(Optional)Repeat 10
      PERN3N4
      • PER
        Administrative Communications Contact
        M必须(Mandatory)
        Repeat 1

        To identify a person or office to whom administrative communications should be directed

      • N3
        Address Information
        O可选(Optional)
        Repeat 1

        To specify the location of the named party

      • N4
        Geographic Location
        O可选(Optional)
        Repeat 1

        To specify the geographic place of the named party

    • HDLoop1Health Coverage LOOPO可选(Optional)Repeat 99
      HDDTPAMTREFIDCLXLoop1COBLoop1
      • HD
        Health Coverage
        M必须(Mandatory)
        Repeat 1

        To provide information on health coverage

      • DTP
        Date or Time or Period
        O可选(Optional)
        Repeat 10

        To specify any or all of a date, a time, or a time period

      • AMT
        Monetary Amount
        O可选(Optional)
        Repeat 3

        To indicate the total monetary amount.

      • REF
        Reference Numbers
        O可选(Optional)
        Repeat 5

        To specify identifying numbers.

      • IDC
        Identification Card
        O可选(Optional)
        Repeat 2

        To provide notification to produce replacement identification card

      • LXLoop1Assigned Number LOOPO可选(Optional)Repeat 30
        LXNM1N1N2N3N4PERPRVDTP
        • LX
          Assigned Number
          M必须(Mandatory)
          Repeat 1

          To reference a line number in a transaction set.

        • NM1
          Individual or Organizational Name
          O可选(Optional)
          Repeat 1

          To supply the full name of an individual or organizational entity

        • N1
          Name
          O可选(Optional)
          Repeat 2

          To identify a party by type of organization, name and code

        • N2
          Additional Name Information
          O可选(Optional)
          Repeat 1

          To specify additional names or those longer than 35 characters in length

        • N3
          Address Information
          O可选(Optional)
          Repeat 2

          To specify the location of the named party

        • N4
          Geographic Location
          O可选(Optional)
          Repeat 2

          To specify the geographic place of the named party

        • PER
          Administrative Communications Contact
          O可选(Optional)
          Repeat 2

          To identify a person or office to whom administrative communications should be directed

        • PRV
          Provider Information
          O可选(Optional)
          Repeat 1

          To specify the identifying characteristics of a provider

        • DTP
          Date or Time or Period
          O可选(Optional)
          Repeat 6

          To specify any or all of a date, a time, or a time period

      • COBLoop1Coordination of Benefits LOOPO可选(Optional)Repeat 5
        COBN1N2N3N4DTP
        • COB
          Coordination of Benefits
          M必须(Mandatory)
          Repeat 1

          To supply information on coordination of benefits

        • N1
          Name
          O可选(Optional)
          Repeat 1

          To identify a party by type of organization, name and code

        • N2
          Additional Name Information
          O可选(Optional)
          Repeat 1

          To specify additional names or those longer than 35 characters in length

        • N3
          Address Information
          O可选(Optional)
          Repeat 2

          To specify the location of the named party

        • N4
          Geographic Location
          O可选(Optional)
          Repeat 1

          To specify the geographic place of the named party

        • DTP
          Date or Time or Period
          O可选(Optional)
          Repeat 2

          To specify any or all of a date, a time, or a time period

    • LCLoop1Life Coverage LOOPO可选(Optional)Repeat 10
      LCAMTDTPBENLoop1
      • LC
        Life Coverage
        M必须(Mandatory)
        Repeat 1

        To provide information on life coverage

      • AMT
        Monetary Amount
        O可选(Optional)
        Repeat 5

        To indicate the total monetary amount.

      • DTP
        Date or Time or Period
        O可选(Optional)
        Repeat 2

        To specify any or all of a date, a time, or a time period

      • BENLoop1Beneficiary Information LOOPO可选(Optional)Repeat 20
        BENNM1N1N2N3N4DMG
        • BEN
          Beneficiary Information
          M必须(Mandatory)
          Repeat 1

          To supply beneficiary information

        • NM1
          Individual or Organizational Name
          O可选(Optional)
          Repeat 1

          To supply the full name of an individual or organizational entity

        • N1
          Name
          O可选(Optional)
          Repeat 1

          To identify a party by type of organization, name and code

        • N2
          Additional Name Information
          O可选(Optional)
          Repeat 1

          To specify additional names or those longer than 35 characters in length

        • N3
          Address Information
          O可选(Optional)
          Repeat 1

          To specify the location of the named party

        • N4
          Geographic Location
          O可选(Optional)
          Repeat 1

          To specify the geographic place of the named party

        • DMG
          Demographic Information
          O可选(Optional)
          Repeat 1

          To supply demographic information

    • FSALoop1Flexible Spending Account LOOPO可选(Optional)Repeat 5
      FSAAMTDTP
      • FSA
        Flexible Spending Account
        M必须(Mandatory)
        Repeat 1

        To supply flexible spending account information

      • AMT
        Monetary Amount
        O可选(Optional)
        Repeat 10

        To indicate the total monetary amount.

      • DTP
        Date or Time or Period
        O可选(Optional)
        Repeat 10

        To specify any or all of a date, a time, or a time period

    • RPLoop1Retirement Product LOOPO可选(Optional)Repeat 99
      RPDTPREFINVBENLoop2FCLoop1
      • RP
        Retirement Product
        M必须(Mandatory)
        Repeat 1

        To specify the retirement product characteristics

      • DTP
        Date or Time or Period
        O可选(Optional)
        Repeat 1

        To specify any or all of a date, a time, or a time period

      • REF
        Reference Numbers
        O可选(Optional)
        Repeat 10

        To specify identifying numbers.

      • INV
        Investment Vehicle Selection
        O可选(Optional)
        Repeat 99

        To specify type of investment vehicle or account and other basic data about the investment

      • BENLoop2Beneficiary Information LOOPO可选(Optional)Repeat 5
        BENNM1N1N2N3N4DMG
        • BEN
          Beneficiary Information
          M必须(Mandatory)
          Repeat 1

          To supply beneficiary information

        • NM1
          Individual or Organizational Name
          O可选(Optional)
          Repeat 1

          To supply the full name of an individual or organizational entity

        • N1
          Name
          O可选(Optional)
          Repeat 2

          To identify a party by type of organization, name and code

        • N2
          Additional Name Information
          O可选(Optional)
          Repeat 1

          To specify additional names or those longer than 35 characters in length

        • N3
          Address Information
          O可选(Optional)
          Repeat 2

          To specify the location of the named party

        • N4
          Geographic Location
          O可选(Optional)
          Repeat 2

          To specify the geographic place of the named party

        • DMG
          Demographic Information
          O可选(Optional)
          Repeat 1

          To supply demographic information

      • FCLoop1Financial Contribution LOOPO可选(Optional)Repeat 99
        FCDTPINV
        • FC
          Financial Contribution
          M必须(Mandatory)
          Repeat 1

          To specify the financial contribution information

        • DTP
          Date or Time or Period
          O可选(Optional)
          Repeat 1

          To specify any or all of a date, a time, or a time period

        • INV
          Investment Vehicle Selection
          O可选(Optional)
          Repeat 40

          To specify type of investment vehicle or account and other basic data about the investment

  • SE
    Transaction Set Trailer
    M必须(Mandatory)
    Repeat 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).

Segment
X12 EDI Release 00303
To indicate the start of a transaction set and to assign a control number
Elements
  • ST01143Transaction Set Identifier Code
    ID
    M必须(Mandatory)
    Min 3 / Max 3

    Code uniquely identifying a Transaction Set.

    Codes (320)
  • ST02329Transaction Set Control Number
    AN
    M必须(Mandatory)
    Min 4 / Max 9

    Identifying control number that must be unique within the transaction set functional group assigned by the originator for a transaction set

  • ST031705Implementation Convention Preference
    AN
    O可选(Optional)
    Min 1 / Max 9