TEMPLATE FIELD

DESCRIPTIONS
Here are your
Here are your choices
choices for the
Description for the SUB-ENTITY Example
TRANSACTION
CODE
TYPE field
1 CHG ADD Add new member Sub-entity Head Office
2 CHG TER Terminate Member Sub-entity Libis
3 CHG NAME Change Name
4 CHG BDATE Change Bdate
5 CHG CS Change Civil Status
6 CHG SALARY Change Salary
7 CHG COVER Change Coverage
8 CHG LEVEL Change Level
9 CHG SUB Change Subentity

Here are your

choices for the Description
RELATIONSHIP field

1M Member
2C Child
3S Spouse
4P Parent
5 SIB Sibling (Brother/Sister)

Must be in mm/dd/yyyy
EFFECTIVE DATE
format

Surname plus suffix like JR

LAST NAME & SR, no comma nor
period

Given name plus Middle

FIRST NAME Initial, no comma nor
period

Here are your

choices for the SEX Description
field
1F Female
2M Male

Here are your

choices for the CIVIL Description
STATUS field
1S Single
Married/Widow/Single
2M
Parent

BDATE and DATE Must be in mm/dd/yyyy

of MARRIAGE format

Short description of
request not covered by
REMARKS
fields provided in the
template

Rank or Level as defined

JOB RANK/LEVEL
on the contract

GT COVER Life Insurance Cover

AMOUNT Amount
 BASIC FIELDS / REQUIRED INFORMATION
BASIC
TRANSACTION EFFECTIVE GT COVER MIDDLE Identifier Number CIVIL
ENTITY SUB-ENTITY SUB-ENTITY CODE JOB LEVEL / RANK MONTHLY RELATIONSHIP LAST NAME GIVEN NAME SEX BDATE REMARKS
TYPE DATE AMOUNT INITIAL (TIN Number) STATUS
SALARY
CHG ADD
CHG ADD
CHG ADD

CHG TER
CHG TER
CHG TER