This transaction set enables educational institutions and authorized representatives to formally request student transcripts and educational records from schools or school districts. Schools or district administrative offices typically receive these requests from parents, students, prospective employers, government agencies, or other educational institutions seeking verification of academic credentials. The request is sent when a student needs official documentation of their educational history and academic performance. Key segments include the ERP (Educational Record Purpose) segment, which specifies why the transcript is being requested; the REF (Reference Identification) segment, which can include identifier numbers such as student ID or case numbers relevant to the request; and the N1 loop, which identifies the institutions or parties involved in the transaction.

Consider Westfield High School District receiving a request from Lincoln University’s admissions office for a transcript of graduate applicant Sarah Chen. The request originates from Lincoln University (the receiving party at the point of creation) and is transmitted to Westfield High School District (the school holding the records). Within the transaction, the ERP segment indicates the purpose is “admission verification,” a REF segment contains the applicant’s student ID number from her time at Westfield, and demographic details in optional segments confirm her date of birth and address history to ensure correct student matching. The N1 loop identifies both Lincoln University as the requesting organization and Westfield High School District as the custodian of records, while the IN1 loop structures Sarah Chen’s identifying information including her full legal name and any alternate names by which she was enrolled.