Centers for Medicare & Medicaid Services (CMS)
/
(FFE Issuer to FFE) 834 Benefit Enrollment and Maintenance (X220A1) v7.0
  • Specification
  • EDI Inspector
Stedi maintains this guide based on public documentation from Centers for Medicare & Medicaid Services (CMS). Contact Centers for Medicare & Medicaid Services (CMS) for official EDI specifications. To report any errors in this guide, please contact us.
Go to Stedi Network
Centers for Medicare & Medicaid Services (CMS) logo

X12 834 (FFE Issuer to FFE) 834 Benefit Enrollment and Maintenance (X220A1) v7.0

X12 Release 5010

This X12 Transaction Set contains the format and establishes the data contents of the Benefit Enrollment and Maintenance Transaction Set (834) for use 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.

Delimiters
  • ~ Segment
  • * Element
  • > Component
  • ^ Repetition
EDI samples
View the latest version of this implementation guide as an interactive webpage
https://www.stedi.com/app/guides/view/cms/ffe-issuer-to-ffe-834-benefit-enrollment-and-maintenance-x220a1-v70/01HG73YQJK4474G4QE3JRFPA2N
Powered by
Build EDI implementation guides at stedi.com
Overview
ISA
-
Interchange Control Header
Max use 1
Required
GS
-
Functional Group Header
Max use 1
Required
heading
ST
0100
Transaction Set Header
Max use 1
Required
BGN
0200
Beginning Segment
Max use 1
Required
REF
0300
Transaction Set Policy Number
Max use 1
Optional
DTP
0400
File Effective Date
Max use 1
Optional
QTY
0600
Transaction Set Control Totals
Max use 3
Optional
Sponsor Name Loop
detail
Member Level Detail Loop
INS
0100
Member Level Detail
Max use 1
Required
REF
0200
Member Policy Number
Max use 1
Optional
REF
0200
Member Supplemental Identifier
Max use 13
Optional
REF
0200
Subscriber Identifier
Max use 1
Required
DTP
0250
Member Level Dates
Max use 24
Optional
Health Coverage Loop
LS
6880
Loop Header
Max use 1
Optional
LE
6885
Loop Trailer
Max use 1
Optional
SE
6900
Transaction Set Trailer
Max use 1
Required
GE
-
Functional Group Trailer
Max use 1
Required
IEA
-
Interchange Control Trailer
Max use 1
Required
ISA

Interchange Control Header

RequiredMax use 1

To start and identify an interchange of zero or more functional groups and interchange-related control segments

Example
ISA-01
I01
Authorization Information Qualifier
Required
Identifier (ID)

Code identifying the type of information in the Authorization Information

00
No Authorization Information Present (No Meaningful Information in I02)
ISA-02
I02
Authorization Information
Required
String (AN)
Min 10Max 10

Information used for additional identification or authorization of the interchange sender or the data in the interchange; the type of information is set by the Authorization Information Qualifier (I01)

ISA-03
I03
Security Information Qualifier
Required
Identifier (ID)

Code identifying the type of information in the Security Information

00
No Security Information Present (No Meaningful Information in I04)
ISA-04
I04
Security Information
Required
String (AN)
Min 10Max 10

This is used for identifying the security information about the interchange sender or the data in the interchange; the type of information is set by the Security Information Qualifier (I03)

ISA-05
I05
Interchange ID Qualifier
Required
Identifier (ID)
Min 2Max 2

Code indicating the system/method of code structure used to designate the sender or receiver ID element being qualified

Codes
ISA-06
I06
Interchange Sender ID
Required
String (AN)
Min 15Max 15

Identification code published by the sender for other parties to use as the receiver ID to route data to them; the sender always codes this value in the sender ID element

ISA-07
I05
Interchange ID Qualifier
Required
Identifier (ID)
Min 2Max 2

Code indicating the system/method of code structure used to designate the sender or receiver ID element being qualified

Codes
ISA-08
I07
Interchange Receiver ID
Required
String (AN)
Min 15Max 15

Identification code published by the receiver of the data; When sending, it is used by the sender as their sending ID, thus other parties sending to them will use this as a receiving ID to route data to them

ISA-09
I08
Interchange Date
Required
Date (DT)
YYMMDD format

Date of the interchange

ISA-10
I09
Interchange Time
Required
Time (TM)
HHMM format

Time of the interchange

ISA-11
I65
Repetition Separator
Required
String (AN)
Min 1Max 1

Type is not applicable; the repetition separator is a delimiter and not a data element; this field provides the delimiter used to separate repeated occurrences of a simple data element or a composite data structure; this value must be different than the data element separator, component element separator, and the segment terminator

^
Repetition Separator
ISA-12
I11
Interchange Control Version Number
Required
Identifier (ID)

Code specifying the version number of the interchange control segments

00501
Standards Approved for Publication by ASC X12 Procedures Review Board through October 2003
ISA-13
I12
Interchange Control Number
Required
Numeric (N0)
Min 9Max 9

A control number assigned by the interchange sender

ISA-14
I13
Acknowledgment Requested
Required
Identifier (ID)
Min 1Max 1

Code indicating sender's request for an interchange acknowledgment

0
No Interchange Acknowledgment Requested
1
Interchange Acknowledgment Requested (TA1)
ISA-15
I14
Interchange Usage Indicator
Required
Identifier (ID)
Min 1Max 1

Code indicating whether data enclosed by this interchange envelope is test, production or information

I
Information
P
Production Data
T
Test Data
ISA-16
I15
Component Element Separator
Required
String (AN)
Min 1Max 1

Type is not applicable; the component element separator is a delimiter and not a data element; this field provides the delimiter used to separate component data elements within a composite data structure; this value must be different than the data element separator and the segment terminator

>
Component Element Separator
GS

Functional Group Header

RequiredMax use 1

To indicate the beginning of a functional group and to provide control information

Example
GS-01
479
Functional Identifier Code
Required
Identifier (ID)

Code identifying a group of application related transaction sets

BE
Benefit Enrollment and Maintenance (834)
GS-02
142
Application Sender's Code
Required
String (AN)
Min 2Max 15

Code identifying party sending transmission; codes agreed to by trading partners

GS-03
124
Application Receiver's Code
Required
String (AN)
Min 2Max 15

Code identifying party receiving transmission; codes agreed to by trading partners

GS-04
373
Date
Required
Date (DT)
CCYYMMDD format

Date expressed as CCYYMMDD where CC represents the first two digits of the calendar year

GS-05
337
Time
Required
Time (TM)
HHMM, HHMMSS, HHMMSSD, or HHMMSSDD format

Time expressed in 24-hour clock time as follows: HHMM, or HHMMSS, or HHMMSSD, or HHMMSSDD, where H = hours (00-23), M = minutes (00-59), S = integer seconds (00-59) and DD = decimal seconds; decimal seconds are expressed as follows: D = tenths (0-9) and DD = hundredths (00-99)

GS-06
28
Group Control Number
Required
Numeric (N0)
Min 1Max 9

Assigned number originated and maintained by the sender

GS-07
455
Responsible Agency Code
Required
Identifier (ID)
Min 1Max 2

Code identifying the issuer of the standard; this code is used in conjunction with Data Element 480

T
Transportation Data Coordinating Committee (TDCC)
X
Accredited Standards Committee X12
GS-08
480
Version / Release / Industry Identifier Code
Required
String (AN)

Code indicating the version, release, subrelease, and industry identifier of the EDI standard being used, including the GS and GE segments; if code in DE455 in GS segment is X, then in DE 480 positions 1-3 are the version number; positions 4-6 are the release and subrelease, level of the version; and positions 7-12 are the industry or trade association identifiers (optionally assigned by user); if code in DE455 in GS segment is T, then other formats are allowed

005010X220A1

Heading

ST
0100
Heading > ST

Transaction Set Header

RequiredMax use 1

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

Example
ST-01
143
Transaction Set Identifier Code
Required
Identifier (ID)

Code uniquely identifying a Transaction Set

  • The transaction set identifier (ST01) is used by the translation routines of the interchange partners to select the appropriate transaction set definition (e.g., 810 selects the Invoice Transaction Set).
834
Benefit Enrollment and Maintenance
ST-02
329
Transaction Set Control Number
Required
Numeric (N)
Min 4Max 9

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

Usage notes
  • The Transaction Set Control Number in ST02 and SE02 must be identical. The number must be unique within a specific interchange (ISA-IEA), but can repeat in other interchanges.
ST-03
1705
Implementation Convention Reference
Required
String (AN)

Reference assigned to identify Implementation Convention

  • The implementation convention reference (ST03) is used by the translation routines of the interchange partners to select the appropriate implementation convention to match the transaction set definition. When used, this implementation convention reference takes precedence over the implementation reference specified in the GS08.
Usage notes
  • This element must be populated with the guide identifier named in Section 1.2.
  • This field contains the same value as GS08. Some translator products strip off the ISA and GS segments prior to application (STSE) processing. Providing the information from the GS08 at this level will ensure that the appropriate application mapping is utilized at translation time.
005010X220A1
BGN
0200
Heading > BGN

Beginning Segment

RequiredMax use 1

To indicate the beginning of a transaction set

Example
BGN-01
353
Transaction Set Purpose Code
Required
Identifier (ID)

Code identifying purpose of transaction set

00
Original

If the original transaction has already been processed, an incoming transaction using this code may be rejected by the receiver. The rejection will be identified to the sender by telephone or other direct contact.

The "00" indicates the first time the transaction is sent.

15
Re-Submission

Send the "15" when the original transmission was incorrect, has yet to be processed by the receiver, and a new corrected transmission is being sent. This transmission can then be pended by the receiver's translator for further review.

22
Information Copy

Send the "22" when the original transmission was lost or not processed, and the sender is passing another transmission that is the same as the original.

BGN-02
127
Transaction Set Reference Number
Required
String (AN)
Min 1Max 50

Reference information as defined for a particular Transaction Set or as specified by the Reference Identification Qualifier

  • BGN02 is the transaction set reference number.
Usage notes
  • This element is the transaction set reference number assigned by the sender's application. It uniquely identifies this occurrence of the transaction for future reference.
BGN-03
373
Transaction Set Creation Date
Required
Date (DT)
CCYYMMDD format

Date expressed as CCYYMMDD where CC represents the first two digits of the calendar year

  • BGN03 is the transaction set date.
Usage notes
  • This element identifies the date that the submitter created the file.
BGN-04
337
Transaction Set Creation Time
Required
Time (TM)
HHMM, HHMMSS, HHMMSSD, or HHMMSSDD format

Time expressed in 24-hour clock time as follows: HHMM, or HHMMSS, or HHMMSSD, or HHMMSSDD, where H = hours (00-23), M = minutes (00-59), S = integer seconds (00-59) and DD = decimal seconds; decimal seconds are expressed as follows: D = tenths (0-9) and DD = hundredths (00-99)

  • BGN04 is the transaction set time.
Usage notes
  • This element is used as a time stamp to uniquely identify the transmission.
BGN-05
623
Time Zone Code
Optional
Identifier (ID)

Code identifying the time. In accordance with International Standards Organization standard 8601, time can be specified by a + or - and an indication in hours in relation to Universal Time Coordinate (UTC) time; since + is a restricted character, + and - are substituted by P and M in the codes that follow

  • BGN05 is the transaction set time qualifier.
Usage notes

The Federal platform is in the Eastern Time Zone. FFE Issuers within the same time zone do not need to transmit this data element

01
Equivalent to ISO P01
02
Equivalent to ISO P02
03
Equivalent to ISO P03
04
Equivalent to ISO P04
05
Equivalent to ISO P05
06
Equivalent to ISO P06
07
Equivalent to ISO P07
08
Equivalent to ISO P08
09
Equivalent to ISO P09
10
Equivalent to ISO P10
11
Equivalent to ISO P11
12
Equivalent to ISO P12
13
Equivalent to ISO M12
14
Equivalent to ISO M11
15
Equivalent to ISO M10
16
Equivalent to ISO M09
17
Equivalent to ISO M08
18
Equivalent to ISO M07
19
Equivalent to ISO M06
20
Equivalent to ISO M05
21
Equivalent to ISO M04
22
Equivalent to ISO M03
23
Equivalent to ISO M02
24
Equivalent to ISO M01
AD
Alaska Daylight Time
AS
Alaska Standard Time
AT
Alaska Time
CD
Central Daylight Time
CS
Central Standard Time
CT
Central Time
ED
Eastern Daylight Time
ES
Eastern Standard Time
ET
Eastern Time
GM
Greenwich Mean Time
HD
Hawaii-Aleutian Daylight Time
HS
Hawaii-Aleutian Standard Time
HT
Hawaii-Aleutian Time
LT
Local Time
MD
Mountain Daylight Time
MS
Mountain Standard Time
MT
Mountain Time
ND
Newfoundland Daylight Time
NS
Newfoundland Standard Time
NT
Newfoundland Time
PD
Pacific Daylight Time
PS
Pacific Standard Time
PT
Pacific Time
TD
Atlantic Daylight Time
TS
Atlantic Standard Time
TT
Atlantic Time
UT
Universal Time Coordinate
BGN-06
127
Original Transaction Set Reference Number
Optional
String (AN)
Min 1Max 50

Reference information as defined for a particular Transaction Set or as specified by the Reference Identification Qualifier

  • BGN06 is the transaction set reference number of a previously sent transaction affected by the current transaction.
BGN-08
306
Action Code
Required
Identifier (ID)

Code indicating type of action

2
Change (Update)

Used to identify a transaction of additions, terminations and changes to the current enrollment.

4
Verify

Used to identify a full enrollment transaction to verify that the sponsor's and payer's systems are synchronized.

RX
Replace

Used to identify a full enrollment transmission to be used to identify additions, terminations and changes that need to be applied to the payer's enrollment system.

REF
0300
Heading > REF

Transaction Set Policy Number

OptionalMax use 1

To specify identifying information

Usage notes
  • The definition of the Master Policy Number is determined by the issuer of the policy, the Payer/Plan Administrator. The Master Policy Number may be used to meet various business needs such as indicating the line of business under which the policy is defined.
  • Required when the insurance contract or trading partner agreement identifies a Master Policy Number for use with electronic enrollment. If not required may be provided at the sender's discretion if a unique ID Number for a group applies to the entire transaction set.
Example
REF-01
128
Reference Identification Qualifier
Required
Identifier (ID)

Code qualifying the Reference Identification

38
Master Policy Number
REF-02
127
Master Policy Number
Required
String (AN)
Min 1Max 50

Reference information as defined for a particular Transaction Set or as specified by the Reference Identification Qualifier

DTP
0400
Heading > DTP

File Effective Date

OptionalMax use >1

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

Usage notes
  • Required when specified in the contract. If not required by this implementation guide, do not send.
Example
DTP-01
374
Date Time Qualifier
Required
Identifier (ID)

Code specifying type of date or time, or both date and time

007
Effective
090
Report Start
091
Report End
303
Maintenance Effective
382
Enrollment
388
Payment Commencement
DTP-02
1250
Date Time Period Format Qualifier
Required
Identifier (ID)

Code indicating the date format, time format, or date and time format

  • DTP02 is the date or time or period format that will appear in DTP03.
D8
Date Expressed in Format CCYYMMDD
DTP-03
1251
Date Time Period
Required
String (AN)
Min 1Max 35

Expression of a date, a time, or range of dates, times or dates and times

QTY
0600
Heading > QTY

Transaction Set Control Totals

OptionalMax use 3

To specify quantity information

Usage notes
  • Required when the contract or trading partner agreement specifies that this information be included in the transaction set. If not required by this implementation guide, do not send.
Example
QTY-01
673
Quantity Qualifier
Required
Identifier (ID)

Code specifying the type of quantity

DT
Dependent Total
ET
Employee Total
TO
Total
QTY-02
380
Record Totals
Required
Decimal number (R)
Min 1Max 15

Numeric value of quantity

1000A Sponsor Name Loop
RequiredMax 1
Variants (all may be used)
Payer Loop
N1
0700
Heading > Sponsor Name Loop > N1

Sponsor Name

RequiredMax use 1

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

Usage notes
  • This loop identifies the sponsor. See section 1.5 for the definition of Sponsor.
Example
N1-01
98
Entity Identifier Code
Required
Identifier (ID)

Code identifying an organizational entity, a physical location, property or an individual

P5
Plan Sponsor
N1-02
93
Plan Sponsor Name
Optional
String (AN)
Min 1Max 60

Free-form name

N1-03
66
Identification Code Qualifier
Required
Identifier (ID)

Code designating the system/method of code structure used for Identification Code (67)

94
Code assigned by the organization that is the ultimate destination of the transaction set
FI
Federal Taxpayer's Identification Number
N1-04
67
Sponsor Identifier
Required
String (AN)
Min 2Max 80

Code identifying a party or other code

  • This segment, used alone, provides the most efficient method of providing organizational identification. To obtain this efficiency the "ID Code" (N104) must provide a key to the table maintained by the transaction processing party.
1000A Sponsor Name Loop end
1000B Payer Loop
RequiredMax 1
Variants (all may be used)
Sponsor Name Loop
N1
0700
Heading > Payer Loop > N1

Payer

RequiredMax use 1

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

Usage notes
  • This loop identifies the payer. See section 1.5 for the definition of payer.
Example
N1-01
98
Entity Identifier Code
Required
Identifier (ID)

Code identifying an organizational entity, a physical location, property or an individual

IN
Insurer
N1-02
93
Insurer Name
Optional
String (AN)
Min 1Max 60

Free-form name

N1-03
66
Identification Code Qualifier
Required
Identifier (ID)

Code designating the system/method of code structure used for Identification Code (67)

FI
Federal Taxpayer's Identification Number
N1-04
67
Insurer Identification Code
Required
String (AN)
Min 2Max 80

Code identifying a party or other code

  • This segment, used alone, provides the most efficient method of providing organizational identification. To obtain this efficiency the "ID Code" (N104) must provide a key to the table maintained by the transaction processing party.
1000B Payer Loop end
Heading end

Detail

2000 Member Level Detail Loop
RequiredMax >1
INS
0100
Detail > Member Level Detail Loop > INS

Member Level Detail

RequiredMax use 1

To provide benefit information on insured entities

Usage notes
  • Subscriber information must preceed dependent information in a transmission, or the subscriber information must have been submitted to the receiver in a previous transmission.
Example
INS-01
1073
Member Indicator
Required
Identifier (ID)

Code indicating a Yes or No condition or response

  • INS01 indicates status of the insured. A "Y" value indicates the insured is a subscriber: an "N" value indicates the insured is a dependent.
N
No
Y
Yes
INS-02
1069
Individual Relationship Code
Required
Identifier (ID)

Code indicating the relationship between two individuals or entities

Usage notes
  • The value 18 must be used for the subscriber.;
  • For dependents, this value identifies their relationship to the subscriber. For example, a daughter would be value 19.
01
Spouse
03
Father or Mother
04
Grandfather or Grandmother
05
Grandson or Granddaughter
06
Uncle or Aunt
07
Nephew or Niece
08
Cousin
09
Adopted Child
10
Foster Child
11
Son-in-law or Daughter-in-law
12
Brother-in-law or Sister-in-law
13
Mother-in-law or Father-in-law
14
Brother or Sister
15
Ward
16
Stepparent
17
Stepson or Stepdaughter
18
Self
19
Child
23
Sponsored Dependent

Dependents between the ages of 19 and 25 not attending school; age qualifications may vary depending on policy.

24
Dependent of a Minor Dependent
25
Ex-spouse
26
Guardian
31
Court Appointed Guardian
38
Collateral Dependent

Relative related by blood or marriage who resides in the home and is dependent on the insured for a major portion of their support.

53
Life Partner

This is a partner that acts like a spouse without a legal marriage committment.

60
Annuitant
D2
Trustee
G8
Other Relationship
G9
Other Relative
INS-03
875
Maintenance Type Code
Required
Identifier (ID)

Code identifying the specific type of item maintenance

001
Change

Use this code to indicate a change to an existing subscriber/dependent record.

021
Addition

Use this code to add a subscriber or dependent.

024
Cancellation or Termination

Use this code for cancellation, termination, or deletion of a subscriber or dependent.

INS-04
1203
Maintenance Reason Code
Optional
Identifier (ID)

Code identifying the reason for the maintenance change

07
Termination of Benefits
14
Voluntary Withdrawal
25
Change in Identifying Data Elements

Use this code when a change has been made to the primary elements that identify a member. Such primary elements include the following: first name, last name, Social Security Number, date of birth, and employee identification number.

26
Declined Coverage

Use this code when a member declined a previously active coverage.

28
Initial Enrollment

Use this code the first time the member selected coverage with the Plan Sponsor.

59
Non Payment
INS-05
1216
Benefit Status Code
Required
Identifier (ID)

The type of coverage under which benefits are paid

A
Active
INS-08
584
Employment Status Code
Optional
Identifier (ID)

Code showing the general employment status of an employee/claimant

Usage notes
  • If this insurance enrollment is through a non-employment based program such as Medicare or Medicaid then this data element will contain the status of the subscriber in that program, rather than their employment status. Codes for non-employment based programs will be limited to "AC", Active and "TE", Terminated.
AC
Active
REF
0200
Detail > Member Level Detail Loop > REF

Member Policy Number

OptionalMax use 1

To specify identifying information

Usage notes
  • The policy number passed in this segment is an attribute of the contract relationship between the plan sponsor (sender) and the payer (receiver) and not an attribute of an individual's participation in any coverage passed in an HD loop.
  • Required when the policy or group number applies to all coverage data (all 2300 loops for this member). If not required by this implementation guide, do not send.
Example
REF-01
128
Reference Identification Qualifier
Required
Identifier (ID)

Code qualifying the Reference Identification

1L
Group or Policy Number

The submitter sends the payer's pre-assigned Group or Policy Number.

REF-02
127
Member Group or Policy Number
Required
String (AN)
Min 1Max 50

Reference information as defined for a particular Transaction Set or as specified by the Reference Identification Qualifier

REF
0200
Detail > Member Level Detail Loop > REF

Member Supplemental Identifier

OptionalMax use 13

To specify identifying information

Usage notes
  • Required when sending additional identifying information on the member. If not required by this implementation guide, do not send.
Example
REF-01
128
Reference Identification Qualifier
Required
Identifier (ID)

Code qualifying the Reference Identification

17
Client Reporting Category

Used when further identification of a member is required under the insurance contract between the sponsor and the payer and allowed by federal and state regulations.

23
Client Number

To be used to pass a payer specific identifier for a member. Not to be used after the HIPAA standard National Identifier for Individuals is implemented.

60
Account Suffix Code
ABB
Personal ID Number
Q4
Prior Identifier Number

Use to pass the Identifier Number under which the member had previous coverage with the payer. This could be the result of a change in employment or coverage that resulted in a new ID number being assigned but left the member covered by the same payer.

ZZ
Mutually Defined
REF-02
127
Member Supplemental Identifier
Required
String (AN)
Min 1Max 50

Reference information as defined for a particular Transaction Set or as specified by the Reference Identification Qualifier

REF
0200
Detail > Member Level Detail Loop > REF

Subscriber Identifier

RequiredMax use 1

To specify identifying information

Usage notes
  • This segment must contain a unique SUBSCRIBER identification number (SSN or other). This occurrence is identified by the 0F qualifier (REF01). This identifier is used for linking the subscriber with dependents as required under many policies.
  • The developers recommend using the identifier developed under the HIPAA legislation, when that becomes available.
Example
REF-01
128
Reference Identification Qualifier
Required
Identifier (ID)

Code qualifying the Reference Identification

0F
Subscriber Number

The assignment of the Subscriber Number is designated within the Insurance Contract.

REF-02
127
Subscriber Identifier
Required
String (AN)
Min 1Max 50

Reference information as defined for a particular Transaction Set or as specified by the Reference Identification Qualifier

DTP
0250
Detail > Member Level Detail Loop > DTP

Member Level Dates

OptionalMax use 24

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

Usage notes
  • Required when enrolling a member or when the sponsor is informed of a change to any applicable date listed in DTP01. Only those dates that apply to the particular insurance contract need to be sent. If not required by this implementation guide, do not send.
  • While many of the dates listed for DTP01 are related to termination, the only code that is used to actually terminate a Member is 357 (Eligibility End). Similarly, the Eligibility Begin Date (code 356) is the date the individual is eligible for coverage, not the date coverage is effective.
Example
DTP-01
374
Date Time Qualifier
Required
Identifier (ID)

Code specifying type of date or time, or both date and time

303
Maintenance Effective

This code is used to send the effective date of a change to an existing member's information, excluding changes made in Loop 2300.

356
Eligibility Begin

The date when a member could elect to enroll or begin benefits in any health care plan through the employer. This is not the actual begin date of coverage, which is conveyed in the DTP segment at position 2700.

357
Eligibility End

The eligibility end date represents the last date of coverage for which claims will be paid for the individual being terminated. For example, if a date of 02/28/2001 is passed then claims for this individual will be paid through 11:59 p.m. on 02/28/2001.

DTP-02
1250
Date Time Period Format Qualifier
Required
Identifier (ID)

Code indicating the date format, time format, or date and time format

  • DTP02 is the date or time or period format that will appear in DTP03.
D8
Date Expressed in Format CCYYMMDD
DTP-03
1251
Status Information Effective Date
Required
String (AN)
Min 1Max 35

Expression of a date, a time, or range of dates, times or dates and times

2100A Member Name Loop
RequiredMax 1
NM1
0300
Detail > Member Level Detail Loop > Member Name Loop > NM1

Member Name

RequiredMax use 1

To supply the full name of an individual or organizational entity

Example
NM1-01
98
Entity Identifier Code
Required
Identifier (ID)

Code identifying an organizational entity, a physical location, property or an individual

Usage notes
  • This code identifies if this is a correction to a previous enrollment or if it is a new, or update, enrollment transaction.
IL
Insured or Subscriber

Use this code for enrolling a new member or updating a member with no change in identifying information. The identifying information for a member is specified under the insurance contract between the sponsor and payer.

NM1-02
1065
Entity Type Qualifier
Required
Identifier (ID)

Code qualifying the type of entity

  • NM102 qualifies NM103.
1
Person
NM1-03
1035
Member Last Name
Required
String (AN)
Min 1Max 60

Individual last name or organizational name

NM1-04
1036
Member First Name
Optional
String (AN)
Min 1Max 35

Individual first name

NM1-05
1037
Member Middle Name
Optional
String (AN)
Min 1Max 25

Individual middle name or initial

NM1-07
1039
Member Name Suffix
Optional
String (AN)
Min 1Max 10

Suffix to individual name

DMG
0800
Detail > Member Level Detail Loop > Member Name Loop > DMG

Member Demographics

OptionalMax use 1

To supply demographic information

Usage notes
  • Required when enrolling a new member, changing a member's demographic information, or terminating a member. If not required by this implementation guide, do not send.
Example
DMG-01
1250
Date Time Period Format Qualifier
Required
Identifier (ID)

Code indicating the date format, time format, or date and time format

D8
Date Expressed in Format CCYYMMDD
DMG-02
1251
Member Birth Date
Required
String (AN)
Min 1Max 35

Expression of a date, a time, or range of dates, times or dates and times

  • DMG02 is the date of birth.
DMG-03
1068
Gender Code
Required
Identifier (ID)

Code indicating the sex of the individual

F
Female
M
Male
2100A Member Name Loop end
2300 Health Coverage Loop
OptionalMax 99
HD
2600
Detail > Member Level Detail Loop > Health Coverage Loop > HD

Health Coverage

RequiredMax use 1

To provide information on health coverage

Usage notes
  • Required when enrolling a new member or when adding, updating, removing coverage or auditing an existing member. If not required by this implementation guide, do not send.
  • Refer to section 1.4.4 "Termination" for additional information relative to removing a member's coverage.
Example
HD-01
875
Maintenance Type Code
Required
Identifier (ID)

Code identifying the specific type of item maintenance

Usage notes
  • Required to identify the specific type of item maintenance.
001
Change
021
Addition
025
Reinstatement
HD-03
1205
Insurance Line Code
Required
Identifier (ID)

Code identifying a group of insurance products

DEN
Dental
HLT
Health

Includes both hospital and professional coverage.

DTP
2700
Detail > Member Level Detail Loop > Health Coverage Loop > DTP

Health Coverage Dates

RequiredMax use 6

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

Example
DTP-01
374
Date Time Qualifier
Required
Identifier (ID)

Code specifying type of date or time, or both date and time

303
Maintenance Effective

This is the effective date of a change where a member's coverage is not being added or removed.

348
Benefit Begin

This is the effective date of coverage. This code must always be sent when adding or reinstating coverage.

543
Last Premium Paid Date
DTP-02
1250
Date Time Period Format Qualifier
Required
Identifier (ID)

Code indicating the date format, time format, or date and time format

  • DTP02 is the date or time or period format that will appear in DTP03.
D8
Date Expressed in Format CCYYMMDD
DTP-03
1251
Coverage Period
Required
String (AN)
Min 1Max 35

Expression of a date, a time, or range of dates, times or dates and times

REF
2900
Detail > Member Level Detail Loop > Health Coverage Loop > REF

Health Coverage Policy Number

OptionalMax use 14

To specify identifying information

Usage notes
  • Required when such transmission is required under the Trading Partner Agreement between the sponsor and the payer. If not required by this implementation guide, do not send.
Example
REF-01
128
Reference Identification Qualifier
Required
Identifier (ID)

Code qualifying the Reference Identification

1L
Group or Policy Number

Required when a group number that applies to this individual's participation in the coverage passed in this HD loop is required by the terms of the contract between the sponsor (sender) and payer (receiver); if not required may be sent at the sender's discretion.

CE
Class of Contract Code
X9
Internal Control Number
XM
Issuer Number
REF-02
127
Member Group or Policy Number
Required
String (AN)
Min 1Max 50

Reference information as defined for a particular Transaction Set or as specified by the Reference Identification Qualifier

2300 Health Coverage Loop end
LS
6880
Detail > Member Level Detail Loop > LS

Loop Header

OptionalMax use 1

To indicate that the next segment begins a loop

Example
LS-01
447
Loop Identifier Code
Required
String (AN)
Min 1Max 6

The loop ID number given on the transaction set diagram is the value for this data element in segments LS and LE

2700 Member Reporting Categories Loop
OptionalMax >1
LX
6881
Detail > Member Level Detail Loop > Member Reporting Categories Loop > LX

Member Reporting Categories

RequiredMax use 1

To reference a line number in a transaction set

Usage notes
  • Required when needed to provide additional reporting categories about the member. If not required by this implementation guide, do not send.
Example
LX-01
554
Assigned Number
Required
Numeric (N0)
Min 1Max 6

Number assigned for differentiation within a transaction set

Usage notes
  • Use this sequential non-negative integer for LX loops for this member's additional reporting categories.
2750 Reporting Category Loop
OptionalMax 1
N1
6882
Detail > Member Level Detail Loop > Member Reporting Categories Loop > Reporting Category Loop > N1

Reporting Category

RequiredMax use 1

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

Usage notes
  • Required to specify the name of the reporting category of the member's participating entity.
Example
N1-01
98
Entity Identifier Code
Required
Identifier (ID)

Code identifying an organizational entity, a physical location, property or an individual

75
Participant
N1-02
93
Member Reporting Category Name
Required
String (AN)
Min 1Max 60

Free-form name

Usage notes

Possible values:

REQUEST SUBMIT TIMESTAMP
ADDL MAINT REASON

REF
6883
Detail > Member Level Detail Loop > Member Reporting Categories Loop > Reporting Category Loop > REF

Reporting Category Reference

OptionalMax use 1

To specify identifying information

Usage notes
  • Required to specify the reference identifier associated with the reporting category of the member's participating entity.
Example
REF-01
128
Reference Identification Qualifier
Required
Identifier (ID)

Code qualifying the Reference Identification

6M
Application Number
9V
Payment Category
9X
Account Category
17
Client Reporting Category
REF-02
127
Member Reporting Category Reference ID
Required
String (AN)
Min 1Max 50

Reference information as defined for a particular Transaction Set or as specified by the Reference Identification Qualifier

DTP
6884
Detail > Member Level Detail Loop > Member Reporting Categories Loop > Reporting Category Loop > DTP

Reporting Category Date

OptionalMax use 1

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

Usage notes
  • Required when called for in the insurance contract between the sponsor and payer. If not required by this implementation guide, do not send.
  • Use this segment to associate a date or date range with a reporting category.
Example
DTP-01
374
Date Time Qualifier
Required
Identifier (ID)

Code specifying type of date or time, or both date and time

007
Effective
DTP-02
1250
Date Time Period Format Qualifier
Required
Identifier (ID)

Code indicating the date format, time format, or date and time format

  • DTP02 is the date or time or period format that will appear in DTP03.
D8
Date Expressed in Format CCYYMMDD
DTP-03
1251
Member Reporting Category Effective Date(s)
Required
String (AN)
Min 1Max 35

Expression of a date, a time, or range of dates, times or dates and times

2750 Reporting Category Loop end
2700 Member Reporting Categories Loop end
LE
6885
Detail > Member Level Detail Loop > LE

Loop Trailer

OptionalMax use 1

To indicate that the loop immediately preceding this segment is complete

Example
LE-01
447
Loop Identifier Code
Required
String (AN)
Min 1Max 6

The loop ID number given on the transaction set diagram is the value for this data element in segments LS and LE

2000 Member Level Detail Loop end
SE
6900
Detail > SE

Transaction Set Trailer

RequiredMax use 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)

Example
SE-01
96
Transaction Segment Count
Required
Numeric (N0)
Min 1Max 10

Total number of segments included in a transaction set including ST and SE segments

SE-02
329
Transaction Set Control Number
Required
Numeric (N)
Min 4Max 9

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

Usage notes
  • The transaction set control numbers in ST02 and SE02 must be identical. This unique number also aids in error resolution research. For example, start with the number 0001 and increment from there. This number must be unique within a specific group and interchange, but the number can repeat in other groups and interchanges.
Detail end
GE

Functional Group Trailer

RequiredMax use 1

To indicate the end of a functional group and to provide control information

Example
GE-01
97
Number of Transaction Sets Included
Required
Numeric (N0)
Min 1Max 6

Total number of transaction sets included in the functional group or interchange (transmission) group terminated by the trailer containing this data element

GE-02
28
Group Control Number
Required
Numeric (N0)
Min 1Max 9

Assigned number originated and maintained by the sender

IEA

Interchange Control Trailer

RequiredMax use 1

To define the end of an interchange of zero or more functional groups and interchange-related control segments

Example
IEA-01
I16
Number of Included Functional Groups
Required
Numeric (N0)
Min 1Max 5

A count of the number of functional groups included in an interchange

IEA-02
I12
Interchange Control Number
Required
Numeric (N0)
Min 9Max 9

A control number assigned by the interchange sender

EDI Samples

834 Inbound Envelope

ISA*00* *00* *ZZ*SENDERNAME *ZZ*RECEIVERNAME *041227*1324*^*00501*000000103*0*P*>~
GS*BE*SENDERNAME*RECEIVERNAME*20041227*1324*000000103*X*005010X220A1~
ST*834*12345*005010X220A1~
BGN*00*12456*19980520*1200****2~
N1*P5**FI*999888777~
N1*IN**FI*654456654~
INS*Y*18*021*28*A***AC~
REF*0F*123456789~
REF*1L*123456001~
DTP*356*D8*19960523~
NM1*IL*1*DOE*JOHN*P~
DMG*D8*19400816*M~
HD*021**HLT~
DTP*348*D8*19960601~
HD*021**DEN~
DTP*348*D8*19960601~
HD*021**HLT~
DTP*348*D8*19960601~
SE*17*12345~
GE*1*000000103~
IEA*1*000000103~

Example 1: Enroll an Employee in Multiple Health Care Insurance Products

ISA*00* *00* *ZZ*SENDERNAME *ZZ*RECEIVERNAME *041227*1324*^*00501*000000103*0*P*>~
GS*BE*SENDERNAME*RECEIVERNAME*20041227*1324*000000103*X*005010X220A1~
ST*834*12345*005010X220A1~
BGN*00*12456*19980520*1200****2~
N1*P5**FI*999888777~
N1*IN**FI*654456654~
INS*Y*18*021*28*A***AC~
REF*0F*123456789~
REF*1L*123456001~
DTP*356*D8*19960523~
NM1*IL*1*DOE*JOHN*P~
DMG*D8*19400816*M~
HD*021**HLT~
DTP*348*D8*19960601~
HD*021**DEN~
DTP*348*D8*19960601~
HD*021**HLT~
DTP*348*D8*19960601~
SE*17*12345~
GE*1*000000103~
IEA*1*000000103~

Example 10: Reinstate member eligibility (INS)

ISA*00* *00* *ZZ*SENDERNAME *ZZ*RECEIVERNAME *041227*1324*^*00501*000000103*0*P*>~
GS*BE*SENDERNAME*RECEIVERNAME*20041227*1324*000000103*X*005010X220A1~
ST*834*12345*005010X220A1~
BGN*00*12456*20020601*1200****2~
REF*38*ABCD012354~
N1*P5**FI*999888777~
N1*IN**FI*654456654~
INS*Y*18*001**A***AC~
REF*0F*202443307~
REF*1L*123456001~
NM1*IL*1*SMITH*WILLIAM~
SE*10*12345~
GE*1*000000103~
IEA*1*000000103~

Example 2: Add a Dependent (Full-time Student) to an Existing Enrollment

ISA*00* *00* *ZZ*SENDERNAME *ZZ*RECEIVERNAME *041227*1324*^*00501*000000103*0*P*>~
GS*BE*SENDERNAME*RECEIVERNAME*20041227*1324*000000103*X*005010X220A1~
ST*834*12345*005010X220A1~
BGN*00*12456*19980520*1200****2~
REF*38*ABCD012354~
N1*P5**FI*999888777~
N1*IN**FI*654456654~
INS*N*19*021*28*A~
REF*0F*123456789~
REF*1L*123456001~
DTP*356*D8*19980515~
NM1*IL*1*DOE*JAMES*E~
DMG*D8*19770816*M~
HD*021**HLT~
DTP*348*D8*19960601~
SE*14*12345~
GE*1*000000103~
IEA*1*000000103~

Example 3: Enroll an Employee in a Managed Care Product

ISA*00* *00* *ZZ*SENDERNAME *ZZ*RECEIVERNAME *041227*1324*^*00501*000000103*0*P*>~
GS*BE*SENDERNAME*RECEIVERNAME*20041227*1324*000000103*X*005010X220A1~
ST*834*12345*005010X220A1~
BGN*00*12456*19980520*1200****2~
N1*P5**FI*999888777~
N1*IN**FI*654456654~
INS*Y*18*021*28*A***AC~
REF*0F*202443307~
REF*1L*123456001~
DTP*356*D8*19960112~
NM1*IL*1*SMITH*WILLIAM~
DMG*D8*19700614*M~
HD*021**HLT~
DTP*348*D8*19960601~
SE*13*12345~
GE*1*000000103~
IEA*1*000000103~

Example 4: Add Subscriber Coverage

ISA*00* *00* *ZZ*SENDERNAME *ZZ*RECEIVERNAME *041227*1324*^*00501*000000103*0*P*>~
GS*BE*SENDERNAME*RECEIVERNAME*20041227*1324*000000103*X*005010X220A1~
ST*834*12345*005010X220A1~
BGN*00*12456*20020601*1200****2~
REF*38*ABCD012354~
N1*P5**FI*999888777~
N1*IN**FI*654456654~
INS*Y*18*001*28*A***AC~
REF*0F*202443307~
REF*1L*123456001~
NM1*IL*1*SMITH*WILLIAM~
HD*021**DEN~
DTP*348*D8*20020701~
SE*12*12345~
GE*1*000000103~
IEA*1*000000103~

Example 5: Change subscriber information

ISA*00* *00* *ZZ*SENDERNAME *ZZ*RECEIVERNAME *041227*1324*^*00501*000000103*0*P*>~
GS*BE*SENDERNAME*RECEIVERNAME*20041227*1324*000000103*X*005010X220A1~
ST*834*12345*005010X220A1~
BGN*00*12456*19980520*1200****2~
N1*P5*GENERIC INC*FI*000111000~
N1*IN*ABC INSURANCE*FI*654456654~
INS*Y*18*001*25*A***AC~
REF*0F*123456789~
REF*1L*123456001~
NM1*IL*1*DOE*JAMES*E~
DMG*D8*19500415*M~
SE*10*12345~
GE*1*000000103~
IEA*1*000000103~

Example 6: Cancel a dependent

ISA*00* *00* *ZZ*SENDERNAME *ZZ*RECEIVERNAME *041227*1324*^*00501*000000103*0*P*>~
GS*BE*SENDERNAME*RECEIVERNAME*20041227*1324*000000103*X*005010X220A1~
ST*834*12345*005010X220A1~
BGN*00*12456*19980520*1200****2~
REF*38*ABCD012354~
N1*P5**FI*999888777~
N1*IN**FI*654456654~
INS*N*19*024*07*A~
REF*0F*123456789~
REF*1L*123456001~
DTP*357*D8*19960801~
NM1*IL*1*DOE*JAMES*E~
DMG*D8*19770816*M~
SE*12*12345~
GE*1*000000103~
IEA*1*000000103~

Example 7: Terminate Eligibility for a Subscriber

ISA*00* *00* *ZZ*SENDERNAME *ZZ*RECEIVERNAME *041227*1324*^*00501*000000103*0*P*>~
GS*BE*SENDERNAME*RECEIVERNAME*20041227*1324*000000103*X*005010X220A1~
ST*834*12345*005010X220A1~
BGN*00*12456*19980520*1200****2~
N1*P5**FI*999888777~
N1*IN**FI*654456654~
INS*Y*18*024*28*A***AC~
REF*0F*123456789~
REF*1L*123456001~
DTP*357*D8*19961001~
NM1*IL*1*DOE*JOHN*E~
SE*10*12345~
GE*1*000000103~
IEA*1*000000103~

Example 8: Reinstate an Employee

ISA*00* *00* *ZZ*SENDERNAME *ZZ*RECEIVERNAME *041227*1324*^*00501*000000103*0*P*>~
GS*BE*SENDERNAME*RECEIVERNAME*20041227*1324*000000103*X*005010X220A1~
ST*834*12345*005010X220A1~
BGN*00*12456*19980520*1200****2~
REF*38*ABCD012354~
N1*P5**FI*999888777~
N1*IN**FI*654456654~
INS*Y*18*001*28*A***AC~
REF*0F*123456789~
REF*1L*123456001~
DTP*303*D8*19961001~
NM1*IL*1*DOE*JOHN*E~
SE*11*12345~
GE*1*000000103~
IEA*1*000000103~

Example 9: Reinstate the Employee at the Coverage (HD) Level

ISA*00* *00* *ZZ*SENDERNAME *ZZ*RECEIVERNAME *041227*1324*^*00501*000000103*0*P*>~
GS*BE*SENDERNAME*RECEIVERNAME*20041227*1324*000000103*X*005010X220A1~
ST*834*12345*005010X220A1~
BGN*00*12456*20020601*1200****2~
REF*38*ABCD012354~
N1*P5**FI*999888777~
N1*IN**FI*654456654~
INS*Y*18*001**A***AC~
REF*0F*202443307~
REF*1L*123456001~
NM1*IL*1*SMITH*WILLIAM~
HD*025**DEN~
DTP*348*D8*20020701~
SE*12*12345~
GE*1*000000103~
IEA*1*000000103~

Stedi is a registered trademark of Stedi, Inc. All names, logos, and brands of third parties listed on this page are trademarks of their respective owners (including “X12”, which is a trademark of X12 Incorporated). Stedi, Inc. and its products and services are not endorsed by, sponsored by, or affiliated with these third parties. Use of these names, logos, and brands is for identification purposes only, and does not imply any such endorsement, sponsorship, or affiliation.