EDI Transaction Set

EDI 268: Annuity Activity

EDI 268 is the X12 Annuity Activity transaction set, used within Electronic Data Interchange (EDI). , broker/dealers, financial planners, banks, savings and loans) for the purpose of communicating account positions and transaction activity.

What the 268 transaction set covers

Annuity Activity This X12 Transaction Set contains the format and establishes the data contents of the Annuity Activity Transaction Set (268) for use within the context of an Electronic Data Interchange (EDI) environment. The transaction set is used to convey annuity account activity from annuity providers to distributors (e.g., broker/dealers, financial planners, banks, savings and loans) for the purpose of communicating account positions and transaction activity.

How Interlink handles the 268

Interlink Commerce maps, transmits, and monitors the 268 for you as part of fully managed EDI — connected straight to your ERP or systems, certified against your retailer’s requirements, and billed only when you trade. Most suppliers go live within 30 days.

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