Table of Contents: Downloadable version of the Table of Contents, in PDF format.

Section I: Introduction - Provides an introduction to EDI definitions and concepts, including the benefits of EDI, standards, and functional requirements.

Section II: EDI at HUD - Discusses the specifics of EDI use at HUD, including HUD's strategic plan for EDI implementation and the impact of EDI on HUD business processes.

Section III: Transaction Sets - Provides an introduction to the electronic form of HUD business documents (transaction sets) and the components of a transaction set.

Section IV: Technical Environment - Specifies the technical requirements for implementing EDI, including hardware, software, and telecommunications specifications.

Section V: Implementing EDI - Provides the operational, procedural, and management details for implementing EDI in your organization, including trading partner agreements, security and quality control issues, ongoing support, and the implementation time schedule.

Section VI: EDI Business Documents - Provides specific information on electronic filing of Federal Housing Administration (FHA) EDI business documents. The section gives detailed information on the transaction set outline, transaction notes, data mapping guides and business scenarios for conversion of the business documents to an electronic format. Each transaction set also has the related adjunct transaction sets attached to it for easier handling. The mapping guides are presented in the X12 Standards Version 003032 through 003050 (modified to reflect 8-digit date fields), 004010 and 004040.

Transaction Set 260 - Application for Mortgage Insurance Benefits

• Transaction Set 260 (X12 version 4040), Transaction Set 260 (X12 version 4010) or Transaction Set 260 (X12 version 3032 modified with an 8-digit date)
• Transaction Set 820 for TS 260 (X12 version 4040), Transaction Set 820 for TS 260 (X12 version 4010) or Transaction Set 820 for TS 260 (X12 version 3030)
• Transaction Set 824 for TS 260 (X12 version 4040), Transaction Set 824 for TS 260 (X12 version 4010) or Transaction Set 824 for TS 260 (X12 version 3040)

Transaction Set 264 - Mortgage Loan Default Status for 30-60-90 day reporting effective November 1, 2006.

• Transaction Set 264 (X12 version 4040), Transaction Set 264 (X12 version 4010) or Transaction Set 264 (X12 version 3032 modified with an 8-digit date)
• Transaction Set 824 for TS 264 (X12 version 4040), Transaction Set 824 for TS 264 (X12 version 4010) or Transaction Set 824 for TS 264 (X12 version 3040)

Transaction Set 266 - Mortgage Record Change and Termination

• Transaction Set 266 (X12 version 4040), Transaction Set 266 (X12 version 4010) or Transaction Set 266 (X12 version 3042 modified with an 8-digit date)
• Transaction Set 824 for TS 266 (X12 version 4040), Transaction Set 824 for TS 266 (X12 version 4010) or Transaction Set 824 for TS 266 (X12 version 3040)

Premium Collections - Effective October 1, 2007, HUD converted its premium collection process to utilize Treasury's Pay.Gov facility. Therefore, new lenders will not be enrolled in the EDI collection program. Please access the Pay.Gov web page at the URL PAY.GOV for additional information. Also, questions can be answered by e-mailing Single Family pay.gov office. Lenders can also use this e-mail address to obtain assistance with enrolling in the new program, help with new User IDs and other implementation requirements.

Updates: The listing of any new updates to the HUD EDI Implementation Guide.

March 2023 Update

• Updated the Mortgage Insurance Benefits [Claim] Transaction Set (TS) 260 and Payment Advice Transaction Set (TS) 82 documentation to include the instructions for the use of a COVID-19 Recovery Option Code.
• Updated the Mortgage Loan Default Status Transaction Set (TS) 264 documentation to indicate an additional Delinquency Default Status (DDS) Code. The DDS Code '50' (Recovery Standalone Partial Claim Started) is added to the list for Delinquency Workouts (AL) in accordance with the appropriate March 2023 timeframe.

February 2023 Update

• Updated the Mortgage Loan Default Status Transaction Set (TS) 264 documentation to indicate the changes to the Unpaid Principal Balance (UPB) Amount that is mapped to the AMT02 element when the AMT01 Qualifier is 'UB'. The UPB Amount now allows for a maximum of ten-digits including decimal values.

References and Glossary

The References section lists standards and other documents used in conjunction with EDI.

The Glossary defines terms related to EDI.

Appendices

Appendix A: Accessing The Internet

Appendix B: Forms for Implementing EDI/EDI Information Request Form

• Instructions
  Appendix B - Forms for Implementing EDI: Use this link to obtain information regarding the Trading Partner Agreement as well as the Instructions for completing the EDI IRF.
• EDI Information Request Form
  MS Word EDI Information Request Form: Use this link to obtain an EDI IRF form in MS Word format.
  PDF Version of the EDI Information Request Form: Use this link to obtain an EDI IRF form in PDF format.

Appendix C: HUD Communications Envelope Specifications

Appendix D: Adjunct Transaction Sets