SUPMAN Superannuation maintenance

TBG8 Insurance

The Superannuation Maintenance Message is sent by a party to an organisation administering a superannuation scheme, to specify membership maintenance information about superannuation scheme members.

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Header

Position
Segment
Name
Max use

  1. A service segment starting and uniquely identifying a message. The message type code for the Superannuation maintenance message is SUPMAN. Note: Superannuation maintenance messages conforming to this document must contain the following data in segment UNH, composite S009: Data element 0065 SUPMAN 0052 D 0054 20A 0051 UN

    1. Data element S009/0057 is retained for upward compatibility. The use of
    S016 and/or S017 is encouraged in preference.
    2. The combination of the values carried in data elements 0062 and S009 shall
    be used to identify uniquely the message within its group (if used) or if
    not used, within its interchange, for the purpose of acknowledgement.

  2. A segment for unique identification of the Superannuation Maintenance Message, the type of Superannuation Maintenance and its function.

  3. A segment for referencing the scheme/ plan number or other associated reference related to the whole message. Additionally, the employer number and other information related to the whole message may be provided.

  4. A segment giving the currency and the associated exchange rate of any total monetary amount to be paid, if required.

  5. A segment which may include the message date, the date and time associated with any validation keys, and other dates relevant to the whole of the message.

  6. A segment for free text information in coded or clear form, to give further clarification when required to the Superannuation maintenance message. It should be noted that the use of clear text may require special processing of this segment.

  7. Segment group 1
    Repeat 6

    1. A segment identifying the name and address of the parties associated with the Superannuation Maintenance message and their functions. Examples are: the employer, the receiving party and the recipient system.

    2. Segment group 2
      Repeat 5

      1. A segment giving additional contact information of a person or department specified in the NAD segment and to whom communication should be directed.

      2. A segment specifying communication contact number.

Detail

Position
Segment
Name
Max use

  1. A service segment placed at the start of the summary section to avoid segment collision.

  2. Segment group 3
    Repeat 999999

    1. A segment providing the member's surname, identification number, given name(s) or initials, maiden (mother's) name, title, home address or associated details as required.

    2. A segment giving membership related dates. The effective date of any changes is usually mandatory. Other optional dates include the member's date of birth, and dates associated with the service, benefits, or employment.

    3. A segment providing the member's sex or marital status details.

    4. A segment for referencing the member's scheme/ plan number, any previous scheme/ plan number, previous member number in the case of changes and other additional reference information.

    5. Segment group 4
      Repeat 99

      1. A segment providing the relationship between the member and the member's beneficiary.

      2. A segment providing name and address details of the member's beneficiary.

      3. A segment providing the percentage details of the benefits assigned to the beneficiary.

    6. Segment group 5
      Repeat 9

      1. A segment giving required employment details of the member, such as the member's employment category (e.g. permanent, part time etc.), and, conditionally, the occupation and/or trade classification.

      2. A segment providing the percentage of part-time employment or other relevant percentage details.

      3. A segment identifying the currency and associated exchange rate of the member's salary and contributions.

      4. A segment providing the member's work address or associated details, as well as any previous work name and address. In addition, the name, and or identification of a trade union or other relevant organisation may be given. The segment may also be used to indicate any previous home address of the member as well as well any previous name of the member.

      5. Segment group 6
        Repeat 9

        1. A segment giving the salary monetary amount for the period defined in the PYT segment (in the time relation data element), or a mutually defined time period. Repeating segments may provide a number of different salary amounts relevant to the same employment.

        2. A segment giving the salary amount time relation (e.g. yearly), and the salary payment frequency (e.g. monthly)

        3. A segment giving a date related to salary (e.g. the salary effective date).

    7. Segment group 7
      Repeat 20

      1. A repeating segment to indicate whether the data for a member in segment group 3 are for a new member, a member change or a periodic review. If required, an indicator may be used to identify the existence of beneficiaries, insurance cover, and additional/ voluntary contributions. In addition, an indicator may also be used to positively identify specific changes such as personal data changes, a scheme/ plan change and other updates.

      2. A segment giving the date associated with the general indicator segment information.

    8. Segment group 8
      Repeat 9

      1. A segment providing details related to the member benefit/contribution category and status. Conditionally, details on any insurance cover level or rate table, as well as the reason for any change may be given.

      2. Segment group 9
        Repeat 9

        1. A segment providing details related to member attribute information not otherwise specified.

        2. A segment providing the percentage of an associated member attribute.

      3. Segment group 10
        Repeat 99

        1. A segment identifying the type of contributions, any investment instruction (e.g. an indication whether multiple investment funds apply), the rate of any additional/ voluntary contributions, and the reason for any change in contributions as required. For periodic review purposes, the contribution type (e.g. member or company paid, additional or voluntary etc.) is mandatory.

        2. A segment giving a contribution amount which is to be, or has been, paid for or by the member. This segment is associated with the above COT segment (e.g. a voluntary contribution amount or the contribution amount relevant for review purposes could be given). For periodic review purposes this segment is mandatory.

        3. A segment providing the percentage of any indicated contribution.

        4. A segment specifying the contribution start and end dates, and the date of any contribution termination as needed (mainly for review purposes).

        5. A segment giving the payment frequency of contributions (as part of the type of period). Other payment terms information may also be provided.

        6. A segment for free text information in coded or clear form, to give information on additional attributes if required. Coded text should be used where possible, as the use of clear text may require special processing of the FTX segment information.

Summary

Position
Segment
Name
Max use

  1. A segment to provide message control totals as required. For example, the total number of members included in the message could be provided.

  2. A segment to specify the results of the application of an authentication procedure, enabling to check the authenticity of the sender and the integrity of the data.

  3. A service segment ending a message, giving the total number of segments in the message (including the UNH & UNT) and the control reference number of the message.

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