PEN Pension Information

To specify financial activity for a pension plan

Position: PEN-01 · Element: 640 · Name: Transaction Type Code · Type: Identifier (ID) · Requirement: Mandatory · Min: 2 · Max: 2 · Repeat: 1

Code specifying the type of transaction

Position: PEN-02 · Element: 782 · Name: Monetary Amount · Type: Decimal number (R) · Requirement: Conditional · Min: 1 · Max: 18 · Repeat: 1

Monetary amount

R0204: At least one of PEN-02 or PEN-04 is required

PEN02 is the total dollar amount for the transaction identified by the transaction type code.

Position: PEN-03 · Element: 1224 · Name: Contribution Code · Type: Identifier (ID) · Requirement: Optional · Min: 2 · Max: 2 · Repeat: 1

Code indicating the category of contribution

Position: PEN-04 · Element: 954 · Name: Percentage as Decimal · Type: Decimal number (R) · Requirement: Conditional · Min: 1 · Max: 10 · Repeat: 1

Percentage expressed as a decimal (e.g., 0.0 through 1.0 represents 0% through 100%)

PEN04 is the percent of salary an employee elected to contribute to a benefit plan.

Position: PEN-05 · Element: 1296 · Name: Special Processing Type · Type: String (AN) · Requirement: Optional · Min: 1 · Max: 6 · Repeat: 1

Type of special processing that is required

PEN05 is a code, defined by trading partners, indicating special application processing.

Position: PEN-06 · Element: 127 · Name: Reference Identification · Type: String (AN) · Requirement: Optional · Min: 1 · Max: 80 · Repeat: 1

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

PEN06 is the loan identification number.

Position: PEN-07 · Element: 1470 · Name: Number · Type: Numeric (N0) · Requirement: Optional · Min: 1 · Max: 9 · Repeat: 1

A generic number

PEN07 is the number of loan repayments represented.

Position: PEN-08 · Element: 1262 · Name: Loan Type Code · Type: Identifier (ID) · Requirement: Optional · Min: 1 · Max: 2 · Repeat: 1

Code identifing the loan program or type

Position: PEN-09 · Element: 875 · Name: Maintenance Type Code · Type: Identifier (ID) · Requirement: Optional · Min: 3 · Max: 3 · Repeat: 1

Code identifying the specific type of item maintenance