267 Individual Life, Annuity and Disability Application (005040)
This is the standard X12 005040 spec, with 29 loops and 203 segment positions, as OpenEDI JSON, an ediFabric C# template and an ediFabric Native model. To change it for a trading partner, customize it in the EDI Spec Builder.
Use the 267 spec in your code
ediFabric .NET
Add the C# template and its common files to your project, or reference the template NuGet package, and read 267 files into TS267 objects. See ediFabric .NET.
ediFabric Native
Map version 005040 to the Native model with set_map, then parse 267 files to JSON from Python, Java, C or C#. See Convert between EDI and JSON.
OpenEDI
Select Customize in Spec Builder to copy the spec under your own name, change it for your partner, and parse files against it in EdiNation, ediFabric Native or ediFabric Cloud. Read about OpenEDI.
Generate 267 classes in Python, Java, Node.js, Go, Rust or C
ediFabric Native returns each 267 as JSON, with the property names of the OpenEDI schema. To work with that JSON as typed objects, generate classes from the OpenEDI file in your language and deserialize the JSON into TS267. Serialize the objects back to JSON to build EDI with ediFabric Native. The classes keep the loops, segments, lengths and code lists, but not the EDI data formats, so validate files with ediFabric Native. Read more in Generate a class from OpenEDI.
Python: datamodel-code-generator. Node.js: openapi-typescript. Java, Go, Rust and C: OpenAPI Generator.
267 structure
Loops and segments of the standard 267, with their usage and maximum repeats.
| ID | Name | Usage | Max use |
|---|---|---|---|
| ST | Transaction Set Header | Optional | 1 |
| BGN | Beginning Segment | Mandatory | 1 |
| DTP | Date or Time or Period | Optional | >1 |
| Loop NM1 | Individual or Organizational Name | Optional | >1 |
| NM1 | Individual or Organizational Name | Mandatory | 1 |
| N3 | Party Location | Optional | 3 |
| N4 | Geographic Location | Optional | 1 |
| REF | Reference Information | Optional | 9 |
| PER | Administrative Communications Contact | Optional | 3 |
| Loop N1 | Party Identification | Mandatory | >1 |
| N1 | Party Identification | Mandatory | 1 |
| N2 | Additional Name Information | Optional | 3 |
| N3 | Party Location | Optional | 3 |
| N4 | Geographic Location | Optional | 1 |
| N9 | Extended Reference Information | Optional | >1 |
| DTM | Date/Time Reference | Optional | >1 |
| Loop ACT | Account Identification | Mandatory | >1 |
| ACT | Account Identification | Mandatory | 1 |
| ASI | Action or Status Indicator | Optional | 1 |
| PER | Administrative Communications Contact | Optional | >1 |
| C3 | Currency Identifier | Optional | 1 |
| LUI | Language Use | Optional | >1 |
| DTP | Date or Time or Period | Optional | >1 |
| BLI | Basic Baseline Item Data | Optional | 1 |
| LIN | Item Identification | Optional | >1 |
| PDL | Payment Details | Optional | >1 |
| AM1 | Informational Values | Optional | >1 |
| AMT | Monetary Amount Information | Optional | >1 |
| QTY | Quantity Information | Optional | >1 |
| YNQ | Yes/No Question | Optional | >1 |
| REF | Reference Information | Optional | >1 |
| Loop LQ | Industry Code Identification | Optional | >1 |
| LQ | Industry Code Identification | Mandatory | 1 |
| N4 | Geographic Location | Optional | >1 |
| LUI | Language Use | Optional | >1 |
| Loop SI | Service Characteristic Identification | Optional | >1 |
| SI | Service Characteristic Identification | Mandatory | 1 |
| AMT | Monetary Amount Information | Optional | >1 |
| DTP | Date or Time or Period | Optional | >1 |
| REF | Reference Information | Optional | >1 |
| NM1 | Individual or Organizational Name | Optional | 1 |
| N4 | Geographic Location | Optional | 1 |
| MSG | Message Text | Optional | >1 |
| Loop PID | Product/Item Description | Optional | >1 |
| PID | Product/Item Description | Mandatory | 1 |
| BLI | Basic Baseline Item Data | Optional | 1 |
| SPA | Status of Product or Activity | Optional | 1 |
| UD | Underwriting Status | Optional | 1 |
| AMT | Monetary Amount Information | Optional | >1 |
| AM1 | Informational Values | Optional | >1 |
| PDL | Payment Details | Optional | >1 |
| QTY | Quantity Information | Optional | >1 |
| DTP | Date or Time or Period | Optional | >1 |
| MSG | Message Text | Optional | >1 |
| Loop INV | Investment Vehicle Selection | Optional | >1 |
| INV | Investment Vehicle Selection | Mandatory | 1 |
| AM1 | Informational Values | Optional | >1 |
| DTP | Date or Time or Period | Optional | >1 |
| QTY | Quantity Information | Optional | >1 |
| LIN | Item Identification | Optional | 2 |
| RPA | Rate Amounts or Percents | Optional | >1 |
| Loop BEN | Beneficiary or Owner Information | Optional | >1 |
| BEN | Beneficiary or Owner Information | Mandatory | 1 |
| NM1 | Individual or Organizational Name | Optional | 1 |
| N2 | Additional Name Information | Optional | 3 |
| N3 | Party Location | Optional | 3 |
| N4 | Geographic Location | Optional | 1 |
| REF | Reference Information | Optional | >1 |
| DTP | Date or Time or Period | Optional | >1 |
| III | Information | Optional | >1 |
| QTY | Quantity Information | Optional | >1 |
| AMT | Monetary Amount Information | Optional | >1 |
| LUI | Language Use | Optional | 1 |
| MSG | Message Text | Optional | >1 |
| Loop ENT | Entity | Optional | >1 |
| ENT | Entity | Mandatory | 1 |
| NX1 | Property or Entity Identification | Optional | 2 |
| REF | Reference Information | Optional | >1 |
| LIN | Item Identification | Optional | 9 |
| DMG | Demographic Information | Optional | 1 |
| DMA | Additional Demographic Information | Optional | 1 |
| IND | Additional Individual Demographic Information | Optional | 1 |
| LUI | Language Use | Optional | 1 |
| ERI | Entity Relationship | Optional | 1 |
| DTP | Date or Time or Period | Optional | >1 |
| AMT | Monetary Amount Information | Optional | >1 |
| AM1 | Informational Values | Optional | >1 |
| RPA | Rate Amounts or Percents | Optional | >1 |
| YNQ | Yes/No Question | Optional | >1 |
| QTY | Quantity Information | Optional | >1 |
| MSG | Message Text | Optional | >1 |
| Loop NM1 | Individual or Organizational Name | Optional | >1 |
| NM1 | Individual or Organizational Name | Mandatory | 1 |
| N2 | Additional Name Information | Optional | 3 |
| REF | Reference Information | Optional | >1 |
| AM1 | Informational Values | Optional | >1 |
| Loop N3 | Party Location | Optional | >1 |
| N3 | Party Location | Mandatory | 1 |
| N4 | Geographic Location | Optional | 1 |
| COM | Communication Contact Information | Optional | 9 |
| DTP | Date or Time or Period | Optional | >1 |
| QTY | Quantity Information | Optional | 1 |
| Loop LQ | Industry Code Identification | Optional | >1 |
| LQ | Industry Code Identification | Mandatory | 1 |
| SPA | Status of Product or Activity | Optional | 1 |
| DTP | Date or Time or Period | Optional | >1 |
| MSG | Message Text | Optional | >1 |
| Loop NM1 | Individual or Organizational Name | Optional | >1 |
| NM1 | Individual or Organizational Name | Mandatory | 1 |
| N3 | Party Location | Optional | 3 |
| N4 | Geographic Location | Optional | 1 |
| REF | Reference Information | Optional | >1 |
| COM | Communication Contact Information | Optional | 3 |
| LUI | Language Use | Optional | 1 |
| DTP | Date or Time or Period | Optional | >1 |
| MSG | Message Text | Optional | >1 |
| Loop BEN | Beneficiary or Owner Information | Optional | >1 |
| BEN | Beneficiary or Owner Information | Mandatory | 1 |
| NM1 | Individual or Organizational Name | Optional | 1 |
| N2 | Additional Name Information | Optional | 3 |
| N3 | Party Location | Optional | 3 |
| N4 | Geographic Location | Optional | 1 |
| REF | Reference Information | Optional | >1 |
| DTP | Date or Time or Period | Optional | >1 |
| III | Information | Optional | >1 |
| QTY | Quantity Information | Optional | >1 |
| AMT | Monetary Amount Information | Optional | >1 |
| LUI | Language Use | Optional | 1 |
| MSG | Message Text | Optional | >1 |
| Loop PID | Product/Item Description | Optional | >1 |
| PID | Product/Item Description | Mandatory | 1 |
| BLI | Basic Baseline Item Data | Optional | 9 |
| SPA | Status of Product or Activity | Optional | 1 |
| AMT | Monetary Amount Information | Optional | >1 |
| QTY | Quantity Information | Optional | >1 |
| DTP | Date or Time or Period | Optional | >1 |
| YNQ | Yes/No Question | Optional | >1 |
| MSG | Message Text | Optional | >1 |
| Loop PDL | Payment Details | Optional | >1 |
| PDL | Payment Details | Mandatory | 1 |
| REF | Reference Information | Optional | >1 |
| Loop INV | Investment Vehicle Selection | Optional | >1 |
| INV | Investment Vehicle Selection | Mandatory | 1 |
| AM1 | Informational Values | Optional | >1 |
| DTP | Date or Time or Period | Optional | >1 |
| RPA | Rate Amounts or Percents | Optional | >1 |
| Loop BEN | Beneficiary or Owner Information | Optional | >1 |
| BEN | Beneficiary or Owner Information | Mandatory | 1 |
| NM1 | Individual or Organizational Name | Optional | 1 |
| N2 | Additional Name Information | Optional | 3 |
| N3 | Party Location | Optional | 3 |
| N4 | Geographic Location | Optional | 1 |
| REF | Reference Information | Optional | >1 |
| DTP | Date or Time or Period | Optional | >1 |
| III | Information | Optional | >1 |
| QTY | Quantity Information | Optional | >1 |
| AMT | Monetary Amount Information | Optional | >1 |
| LUI | Language Use | Optional | 1 |
| MSG | Message Text | Optional | >1 |
| Loop UC | Underwriting Category | Optional | >1 |
| UC | Underwriting Category | Mandatory | 1 |
| Loop HL | Hierarchical Level | Optional | >1 |
| HL | Hierarchical Level | Mandatory | 1 |
| UQS | Underwriting Question | Optional | 1 |
| YNQ | Yes/No Question | Optional | >1 |
| NM1 | Individual or Organizational Name | Optional | 1 |
| N3 | Party Location | Optional | 3 |
| N4 | Geographic Location | Optional | 1 |
| COM | Communication Contact Information | Optional | 9 |
| DTP | Date or Time or Period | Optional | >1 |
| QTY | Quantity Information | Optional | >1 |
| MSG | Message Text | Optional | >1 |
| AM1 | Informational Values | Optional | >1 |
| AMT | Monetary Amount Information | Optional | >1 |
| III | Information | Optional | >1 |
| EC | Employment Class | Optional | 1 |
| EMS | Employment Position | Optional | 1 |
| EMP | Employer | Optional | 1 |
| PCT | Percent Amounts | Optional | >1 |
| SOI | Source of Income | Optional | >1 |
| LIN | Item Identification | Optional | 2 |
| REF | Reference Information | Optional | >1 |
| ASL | Asset Liability | Optional | >1 |
| TOA | Type of Activity | Optional | >1 |
| TOV | Vehicle Use Information | Optional | >1 |
| VEH | Vehicle Information | Optional | >1 |
| CDS | Case Description | Optional | >1 |
| CED | Administration of Justice Event Description | Optional | >1 |
| SIN | Substance Use | Optional | >1 |
| UCS | Underwriting Considerations | Optional | >1 |
| FH | Family History | Optional | >1 |
| SPA | Status of Product or Activity | Optional | 1 |
| MPI | Military Personnel Information | Optional | 1 |
| Loop PWK | Paperwork | Optional | >1 |
| PWK | Paperwork | Mandatory | 1 |
| NM1 | Individual or Organizational Name | Optional | 1 |
| N4 | Geographic Location | Optional | 1 |
| REF | Reference Information | Optional | >1 |
| DTP | Date or Time or Period | Optional | >1 |
| SPA | Status of Product or Activity | Optional | 1 |
| Loop EFI | Electronic Format Identification | Optional | >1 |
| EFI | Electronic Format Identification | Mandatory | 1 |
| BIN | Binary Data Segment | Mandatory | 1 |
| Loop LX | Transaction Set Line Number | Optional | >1 |
| LX | Transaction Set Line Number | Mandatory | 1 |
| Loop PDL | Payment Details | Optional | >1 |
| PDL | Payment Details | Mandatory | 1 |
| REF | Reference Information | Optional | >1 |
| Loop LS | Loop Header | Optional | 1 |
| LS | Loop Header | Mandatory | 1 |
| Loop AMT | Monetary Amount Information | Optional | >1 |
| AMT | Monetary Amount Information | Mandatory | 1 |
| N1 | Party Identification | Optional | 1 |
| N3 | Party Location | Optional | 2 |
| N4 | Geographic Location | Optional | 1 |
| LIN | Item Identification | Optional | 2 |
| DTP | Date or Time or Period | Optional | >1 |
| QTY | Quantity Information | Optional | >1 |
| MSG | Message Text | Optional | >1 |
| Loop AM1 | Informational Values | Optional | >1 |
| AM1 | Informational Values | Mandatory | 1 |
| Loop INV | Investment Vehicle Selection | Optional | >1 |
| INV | Investment Vehicle Selection | Mandatory | 1 |
| QTY | Quantity Information | Optional | >1 |
| DTP | Date or Time or Period | Optional | >1 |
| RPA | Rate Amounts or Percents | Optional | >1 |
| LE | Loop Trailer | Mandatory | 1 |
| Loop K2 | Administrative Message | Optional | >1 |
| K2 | Administrative Message | Mandatory | 1 |
| DTP | Date or Time or Period | Optional | 1 |
| NM1 | Individual or Organizational Name | Optional | 1 |
| SE | Transaction Set Trailer | Optional | 1 |