Documentation » Core Content

HRS 2008 HRS 2006 HRS 2004 HRS 2002 HRS 2000 HRS 1998 HRS 1996 AHEAD 1995 HRS 1994 AHEAD 1993 HRS 1992

HRS 2008 Core

Section A: Coverscreen
Household information; interview information; living arrangements; marital status; respondent information.

Section B: Demographics
Birthplace; education; family history; language; marital history; military history; race; religion; residence.

Section C: Physical Health
Alcohol; arthritis; cancer; daily activities; depression; diabetes; eyes; fall; fractures; hearing; heart problems; height/weight; hypertension; incontinence; insomnia; lung disease; medical conditions; memory-related disease; pain; preventive procedures; psychiatric; self-rated health; stroke; symptoms; tobacco; height; weight.

Section D: Cognition
Proxy cognition; self cognition.

Section E: Family Structure
Child transfers; children assistance; children demographics; financial/time assistance; grandchildren; grandchildren assistance; household information; household members; neighbors; transfers.

Section F: Parents and Sibling/Couple Decisions
Marriage; neighbors; parent assistance; parent demographics; sibling demographics.

Section G: Functional Limitations and Helpers
Activities of daily living; family structure; Instrumental Activities of Daily Living; physical activities; volunteer work/help others.

Section H: Housing
Condominimum/Coop/Association information; deed; equity line of credit; farm or ranch; home facilities/modifications; home ownership; mobile home; mortgage; neighborhood; other loans; purchase; rent; retirement services; second home; second mortgage; taxes; type of residence; value.

Section I: Physical Measures and Biomarkers
Physical health.

Section J: Employment (Core)
Main job (benefits, characteristics, dates, description, earnings, hours, training); self-employment dates and earnings; other jobs (earnings, hours, reason for leaving); formeremployer (dates, description, earnings, reason for leaving); job requirements; income (annuities, pension, social security); early retirement window; pension and retirement plans.

Section J: Employment (Exit)
Main job (benefits, characteristics, dates, description, earnings, hours, training); self-employment dates and earnings; other jobs (earnings, hours, reason for leaving); formeremployer (dates, description, earnings, reason for leaving); job requirements; income (annuities, pension, social security); early retirement window; pension and retirement plans.

Section K: Last Job
Job characteristics; dates; description; earnings; hours; pension and retirement plans.

Section L: Job History
Earnings, hours; pension and retirement plans; early retirement window.

Section M: Disability
Benefits (Social Security/SSDI/SSI, Veterans Administration, Workers Compensation, other programs); impairment history; injuries at work.

Section N: Health Services and Insurance
Health providers (dentist, doctor); drugs; financial assistance; government health insurance; health insurance; hospitalization; in-home care/special facilities; long-term care insurance; Medicaid; Medicare; nursing home information; outpatient surgery.

Section P: Expectations
Probability; risk tolerance.

Section Q: Assets and Income
Assets (bonds, business or farm, CD, T-Bill, checking/savings/money market, IRA, other, pension, real estate, stocks, transportation, trusts); expenses (charity, medical, debts, food); federal tax return; income (employment, annuities, bonds, CD, T-Bill, checking/savings/money market, self-employment, food stamps, pension, profession/trade, rental, social security, stocks, supplemental security (SSI), tips, bonus, unemployment, veterans benefits, welfare, workers compensation, other employment, other sources); lump sum payments.

Section R: Asset Change
Business purchased; business sold; household member addition assets/debts; own home; real estate-purchased; real estate-sold; residence-bought or sold; major home improvement; stocks.

Section S: Widowhood and Divorce
Death; divorce; earnings/work change; health insurance change; life insurance; pension; Social Security.

Section T: Wills, Insurance and Trusts
Will provisions; life insurance; beneficiaries; asset disposal (Exit)

Section U: Asset Verification
Verification of substantial changes in net worth or asset value between 2006 and 2008.

Section W: Internet Use and Social Security Permission
Internet use; social security permissions.

Section LB: Psycho-Social (Participant Lifestyle Leave-Behind Questionnaire)
Psycho-social; participant lifestyle

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HRS 2006 Core

Section A: Coverscreen
Household information; interview information; living arrangements; marital status; respondent information.

Section B: Demographics
Background information for new and never-interviewed Rs. Birthplace; education; family history; language; marital history; military history; race; religion; residence.

Section C: Physical Health
Alcohol; arthritis; cancer; daily activities; depression; diabetes; eyes; fall; fractures; hearing; heart problems; height/weight; hypertension; incontinence; insomnia; lung disease; medical conditions; memory-related disease; pain; preventive procedures; psychiatric; self-rated health; stroke; symptoms; tobacco use; height; weight.

Section D: Cognition
Proxy cognition; self cognition.

Section E: Children and Household Members
Child transfers; children assistance; children demographics; financial/time assistance; grandchildren; grandchildren assistance; household information; household members; neighbors; transfers.

Section F: Parents and Sibling/Couple Decisions
Marriage; neighbors; parent assistance; parent demographics; sibling demographics.

Section G: Functional Limitations and Helpers
Activities of daily living; family structure; Instrumental Activities of Daily Living; physical activities; volunteer work/help others.

Section H: Housing
Condominimum/Coop/Association information; deed; equity line of credit; farm or ranch; home facilities/modifications; home ownership; mobile home; mortgage; neighborhood; other loans; purchase; rent; retirement services; second home; second mortgage; taxes; type of residence; value.

Section I: Physical Measures and Biomarkers
Physical health.

Section J: Employment (Core)
Main job (benefits, characteristics, dates, description, earnings, hours, training); self-employment dates and earnings; other jobs (earnings, hours, reason for leaving); formeremployer (dates, description, earnings, reason for leaving); job requirements; income (annuities, pension, social security); early retirement window; pension and retirement plans.

Section J: Employment (Exit)
Main job (benefits, characteristics, dates, description, earnings, hours, training); self-employment dates and earnings; other jobs (earnings, hours, reason for leaving); formeremployer (dates, description, earnings, reason for leaving); job requirements; income (annuities, pension, social security); early retirement window; pension and retirement plans.

Section K: Last Job
Job characteristics; dates; description; earnings; hours; pension and retirement plans.

Section L: Job History
Earnings, hours; pension and retirement plans; early retirement window.

Section M: Disability
Benefits (Social Security/SSDI/SSI, Veterans Administration, Workers Compensation, other programs); impairment history; injuries at work.

Section N: Health Services and Insurance
Health providers (dentist, doctor); drugs; financial assistance; government health insurance; health insurance; hospitalization; in-home care/special facilities; long-term care insurance; Medicaid; Medicare; nursing home information; outpatient surgery.

Section P: Expectations
Probability; risk tolerance.

Section Q: Assets and Income
Assets (bonds, business or farm, CD, T-Bill, checking/savings/money market, IRA, other, pension, real estate, stocks, transportation, trusts); expenses (charity, medical, debts, food); federal tax return; income (employment, annuities, bonds, CD, T-Bill, checking/savings/money market, self-employment, food stamps, pension, profession/trade, rental, social security, stocks, supplemental security (SSI), tips, bonus, unemployment, veterans benefits, welfare, workers compensation, other employment, other sources); lump sum payments.

Section R: Asset Change
Business purchased; business sold; household member addition assets/debts; own home; real estate-purchased; real estate-sold; residence-bought or sold; major home improvement; stocks.

Section S: Widowhood and Divorce
Death; divorce; earnings/work change; health insurance change; life insurance; pension; Social Security.

Section T: Wills, Insurance and Trusts
Will provisions; life insurance; beneficiaries; asset disposal (Exit)

Section U: Asset Verification
Verification of substantial changes in net worth or asset value between 2004 and 2006.

Section W: Event History and Social Security Permission
Event history; Internet use; social security permission.

Section LB: Psycho-Social (Participant Lifestyle Leave-Behind Questionnaire)
Psycho-social; participant lifestyle

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HRS 2004 Core

Section A: Coverscreen
Household information; interview information; living arrangements; marital status; respondent information.

Section B: Demographics
Birthplace; education; family history; language; marital history; military history; race; religion; residence.

Section C: Physical Health
Alcohol; arthritis; cancer; daily activities; depression; diabetes; eyes; fall; fractures; hearing; heart problems; height/weight; hypertension; incontinence; insomnia; lung disease; medical conditions; memory-related disease; pain; preventive procedures; psychiatric; self-rated health; stroke; symptoms; tobacco; height; weight.

Section D: Cognition
Proxy cognition; self cognition.

Section E: Family Structure
Child transfers; children assistance; children demographics; financial/time assistance; grandchildren; grandchildren assistance; household information; household members; neighbors; transfers.

Section F: Parents, Siblings and Transfers
Marriage; neighbors; parent assistance; parent demographics; sibling demographics.

Section G: Functional Limitations and Helpers
Activities of daily living; family structure; Instrumental Activities of Daily Living; physical activities; volunteer work/help others.

Section H: Housing
Condominimum/Coop/Association information; deed; equity line of credit; farm or ranch; home facilities/modifications; home ownership; mobile home; mortgage; neighborhood; other loans; purchase; rent; retirement services; second home; second mortgage; taxes; type of residence; value.

Section I: Physical Measures
Physical health.

Section J: Employment (Core)
Main job (benefits, characteristics, dates, description, earnings, hours, training); self-employment dates and earnings; other jobs (earnings, hours, reason for leaving); formeremployer (dates, description, earnings, reason for leaving); job requirements; income (annuities, pension, social security); early retirement window; pension and retirement plans.

Section J: Employment (Exit)
Main job (benefits, characteristics, dates, description, earnings, hours, training); self-employment dates and earnings; other jobs (earnings, hours, reason for leaving); formeremployer (dates, description, earnings, reason for leaving); job requirements; income (annuities, pension, social security); early retirement window; pension and retirement plans.

Section K: Last Job
Job characteristics; dates; description; earnings; hours; pension and retirement plans.

Section L: Job History
Earnings, hours; pension and retirement plans; early retirement window.

Section M1: Disability for Reinterviews
Benefits (Social Security/SSDI/SSI, Veterans Administration, Workers Compensation, other programs); impairment history; injuries at work.

Section M2: Disability for Non-Reinterviews
Benefits (Social Security/SSDI/SSI, Veterans Administration, Workers Compensation, other programs); employer accommodations; impairment/limitation history; effect of health on family; injuries at work; work demands.

Section N: Health Services and Insurance
Health providers (dentist, doctor); drugs; financial assistance; government health insurance; health insurance; hospitalization; in-home care/special facilities; long-term care insurance; Medicaid; Medicare; nursing home information; outpatient surgery.

Section P: Expectations
Probability; risk tolerance.

Section Q: Assets and Income
Assets (bonds, business or farm, CD, T-Bill, checking/savings/money market, IRA, other, pension, real estate, stocks, transportation, trusts); expenses (charity, medical, debts, food); federal tax return; income (employment, annuities, bonds, CD, T-Bill, checking/savings/money market, self-employment, food stamps, pension, profession/trade, rental, social security, stocks, supplemental security (SSI), tips, bonus, unemployment, veterans benefits, welfare, workers compensation, other employment, other sources); lump sum payments.

Section R: Asset Change
Business purchased; business sold; household member addition assets/debts; own home; real estate-purchased; real estate-sold; residence-bought or sold; major home improvement; stocks.

Section RC: Repeat Cognition
Favorite activities; proxy cognition; self cognition.

Section S: Widowhood and Divorce
Death; divorce; earnings/work change; health insurance change; life insurance; pension; Social Security.

Section T: Wills, Insurance and Trusts
Will provisions; life insurance; beneficiaries; asset disposal (Exit)

Section U: Asset Verification
Verification of substantial changes in net worth or asset value between 2002 and 2004.

Section V: Modules
Annuities; arthritis and health behaviors; asset ownership; cognition; disability; loneliness; norms on transfer behavior; occupational health; pension characteristics; pension documents; probability alternative to bracketing; retirement planning; risk aversion.

Section W: Event History and Social Security
Event history; Internet use; social security.

Section Y: Time Calculations
Interview timing; thumbnail information.

Section LB1: Disability Vignettes (Leave-Behind Questionnaire)
Disability vignettes: severity of work disability problems of hypothetical scenarios and people.

Section LB2: Psycho-Social (Participant Lifestyle Leave-Behind Questionnaire)
Psycho-social; participant lifestyle

Section IO: Interviewer Observations
Dwelling unit; hearing; proxy cognition.

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HRS 2002 Core

Section A: Coverscreen
Household information; interview information; living arrangements; marital status; respondent information.

Section B: Demographics
Birthplace; education; family history; language; marital history; military history; race; religion; residence.

Section C: Physical Health
Alcohol; arthritis; cancer; depression; diabetes; eyes; fall; fractures; hearing; heart problems; hypertension; incontinence; insomnia; lung disease; medical conditions; memory-related disease; physical activities; pain; preventive procedures; psychiatric; self-rated health; stroke; symptoms; tobacco; height; weight.

Section D: Cognition
Proxy cognition; self cognition.

Section E: Family Structure
Child transfers; child demographics; household members; neighbors.

Section F: Parents, Siblings and Transfers
Marriage; neighbors; parent demographics; sibling demographics.

Section G: Functional Limitations and Helpers
Activities of daily living; family structure; Instrumental Activities of Daily Living; physical activities; volunteer work/help others.

Section H: Housing
Condominimum/Co-op/Association information; deed; equity line of credit; farm or ranch; home facilities/modifications; home ownership; mobile home; mortgage; neighborhood; other loans; purchase; rent; retirement services; second home; second mortgage; taxes; type of residence; value.

Section J: Employment (Core)
Main job (benefits, characteristics, dates, description, earnings, hours, training); self-employment dates and earnings; other jobs (earnings, hours, reason for leaving); former employer (dates, description, earnings, reason for leaving); job requirements; income (annuities, pension, social security); early retirement window; pension and retirement plans.

Section J: Employment (Exit)
Main job (benefits, characteristics, dates, description, earnings, hours, training); self-employment dates and earnings; other jobs (earnings, hours, reason for leaving); former employer (dates, description, earnings, reason for leaving); job requirements; income (annuities, pension, social security); early retirement window; pension and retirement plans.

Section K: Last Job
Job characteristics; dates; description; earnings; hours; pension and retirement plans.

Section L: Job History
Earnings, hours; pension and retirement plans; early retirement window.

Section LB: Leave-Behind Questionnaires
Disability vignettes; Psycho-Social series.

Section M1: Disability for Reinterviews
Benefits (Social Security, Veterans Administration, Workers Compensation, other programs); impairment history; injuries at work.

Section M2: Disability for Non-Reinterviews
Benefits (Social Security, Veterans Administration, Workers Compensation, other programs); employer accommodations; impairment/limitation history; effect of health on family; injuries at work; work demands.

Section N: Health Services and Insurance
Health providers (dentist, doctor); drugs; financial assistance; government health insurance; health insurance; hospitalization; in-home care/special facilities; long-term care insurance; Medicaid; Medicare; nursing home information; outpatient surgery.

Section P: Expectations
Probability; risk tolerance.

Section Q: Assets and Income
Assets (bonds, business or farm, CD, T-Bill, checking/savings/money market, IRA, other, pension, real estate, stocks, transportation, trusts); expenses (charity, medical, debts, food); add/subtract to assets; federal tax return; income (employment, annuities, bonds, CD, T-Bill, checking/savings/money market, employment, food stamps, pension, profession/trade, rental, social security, stocks, supplemental security (SSI), tips, bonus, unemployment, veterans benefits, welfare, workers compensation, other employment, other sources); lump sum payments.

Section R: Asset Change
Business purchased; business sold; household member addition assets/debts; own home; real estate-purchased; real estate-sold; residence-bought or sold; major home improvement; stocks.

Section RC: Repeat Cognition
Favorite activities; proxy cognition; self cognition.

Section S: Widowhood and Divorce
Death; divorce; earnings/work change; health insurance change; life insurance; pension; Social Security.

Section T: Wills and Life Insurance
Will provisions; life insurance; beneficiaries; asset disposal (Exit)

Section U: Asset Verification
Verification of substantial changes in net worth or asset value between 2000 and 2002.

Section V: Modules
Disease prevention-willingness to pay; ELSA health questions; Internet use; later life education; loneliness and stress; neck and shoulder pain; night leg cramps; numeracy; positive well-being; restless leg syndrome; risk aversion; self rated health; social support; subjective uncertainty-stock market.

Section W: Event History
Major events since the last interview (e.g. death of a spouse or parent) in chronological order; access to the Internet; willingness to consider answering questions on the internet (for future data collection efforts).

Section Y: Time Calculations
Interview timing; thumbnail information.

Section IO: Interviewer Observations
Supplemental respondent and interview information.

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HRS 2000 Core

Section A: Demographics
Age; Birth Place; Birthdate; Education; Family History; Family History-Children; Introduction; Language; Marital History; Military History; Race; Religion; Residence; Respondent Information

Section B: Health Status
Alcohol; Arthritis; Cancer; Depression; Diabetes; Eyes; Fall; Fractures; Hearing; Heart Problems; Height/Weight; Hypertension; Incontinence; Lung Disease; Memory-Related Disease; Pain; Physical Activities; Preventive Procedures; Psychiatric; Self Rated Health; Stroke; Symptoms; Tobacco

Section C: Cognition
Proxy Cognition; Self Cognition

Section D: Family Structure
Child Information; Child Transfers; Children Assistance; Children Demographics; Children-Spouse Demographics; Financial/Time Assistance; Grandchildren; Grandchildren Assistance; Household Members; Introduction; Marriage; Neighbors; Parent Assistance; Parent Demographics; Sibling Demographics; Transfers-Children Assistance

Section E: Health Care and ADLs
Activities of Daily Living; Activities of Daily Living-Help; Dentist; Doctor; Doctor/Outpatient Surgery/Dental; Drugs; Family Structure; Financial Assistance; Hospital; In-Home Care/Special Facilities; Instrumental Activities of Daily Living; Instrumental Activities of Daily Living-Help; Marital Status; Nursing Home; Nursing Home/Hospital Expenses; Outpatient Surgery; Physical Activities; Skip/ask ADL; Total Medical Expenses; Volunteer Work/Help Others

Section F: Housing
Association; Condominimum/Coop/Association; Deed; Equity Line of Credit; Farm or Ranch; Home Facilities/Modifications; Home Ownership; Mobile Home; Mortgage; Neighborhood; Other Loans; Rent; Retirement Services; Second Home-Deed; Second Home-Mortgage; Second Home-Ownership; Second Home-Taxes; Second Home-Value; Second Mortgage; Taxes; Type of Residence; Value

Section G: Employment (includes G, GG, GH, GD and GJ)
Information on current employment and employment history for new respondents; disability information for new respondents and reinterviewees.

Section H: Expectations
Planning; Probability; Probability of Moving; Risk Tolerance

Section J: Assets and Income
Assets-Added to; Assets-Added/Subtract; Assets-Bonds; Assets-Business or Farm; Assets-CD, T-Bill; Assets-Checking/Savings/Money Market; Assets-IRA; Assets-Other; Assets-Real Estate; Assets-Transportation; Assets-Trusts; Expenses-Charity; Expenses-Debts; Expenses-Food Expenditures; Federal Tax Return; Household Information; Income-(Self)Employment; Income-Alimony; Income-Annuities; Income-Employment; Income-Food Stamps; Income-Other Employment; Income-Other Sources; Income-Pension; Income-Rental; Income-Social Security; Income-Stocks; Income-Supplemental Security (SSI); Income-Tips, Bonus; Income-Unemployment; Income-Veterans' Benefits; Income-Welfare; Income-Workers' Compensation; Lump Sum; Use Assets; Wills; Alcohol Consumption; HRS1 IADL Measures; Time Tradeoff

Section N: Widowhood/Divorce and Asset Change
Business Purchased; Business Sold; Death; Divorce; Earnings/Work Change; Health Insurance Change; Household Member Addition Assets/Debts; Life Insurance; Major Home Improvement; Own Home; Pension; Real Estate-Purchased; Real Estate-Sold; Residence-Bought or Sold; Social Security; SSI; Stocks; Stocks Purchased; Stocks Sold; Veteran's Benefits

Section PC: Proxy Cognition
Proxy assessment of respondent's cognitive abilities

Section R: Health Insurance
Government Health Insurance; Health Insurance; Health Insurance-Other Plans; HMO; Life Insurance; Life Insurance-Cash Value; Life Insurance-Lapsed; Life Insurance-Lapsed/Cancelled; Life Insurance-New Policies; Long-Term Care Insurance; Medicaid; Medicare; Other Insurance

Section EV: Event History
Event History; Interview Information

Section RC: Cognitive Proxy Self Interview
Depression; Favorite Activities; Self Cognition; Social Security Number

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HRS 1998 Core

Section A: Demographics
Birth Place; Birthdate; Children; Education; Family History; Language; Marital History; Military History; Race; Religion; Residence; Respondent Information

Section B: Health Status
Alcohol; Arthritis; Cancer; Depression; Diabetes; Eyes; Fall; Fractures; Hearing; Heart Problems; Height/Weight; Hypertension; Incontinence; Lung Disease; Memory-Related Disease; Pain; Physical Activities; Preventive Procedures; Psychiatric; Self Rated Health; Stroke; Symptoms; Tobacco

Section PC: Proxy Cognition
Proxy assessment of respondent's cognitive abilities

Section C: Cognition
Depression; Self Cognition

Section D: Family Structure
Child Information; Children Assistance; Children Demographics; Children-Spouse Demographics; Financial/Time Assistance; Grandchildren; Grandchildren Assistance; Household Members; Introduction; Marriage; Neighbors; Parent Assistance; Parent Demographics; Parent Information; Sibling Demographics; Transfers-Children Assistance; Transfers-Grandchildren Assistance; Transfers-Transfers-Introduction

Section E: Health Care Utilization
Activities of Daily Living; Activities of Daily Living-Help; Child Information; Dentist; Doctor; Doctor/Outpatient Surgery/Dental; Drugs; Financial Assistance; Helper Information; Hospital; In-Home Care/Special Facilities; Instrumental Activities of Daily Living; Instrumental Activities of Daily Living-Help; Nursing Home; Nursing Home/Hospital Expenses; Outpatient Surgery; Physical Activities; Skip/ask ADL; Total Medical Expenses; Volunteer Work/Help Others

Section F: Housing
Association; Condominium/Coop/Association; Deed; Equity Line of Credit; Farm or Ranch; Home; Home Facilities/Modifications; Home Ownership; Mobile Home; Mortgage; Neighborhood; Other Loans; Rent; Rent-Mobile Home Site; Residence; Second Home-Deed; Second Home-Mortgage; Second Home-Ownership; Second Home-Taxes; Second Home-Value; Second Mortgage; Services; Taxes; Type of Residence

Section G: Employment (includes G, GG, GH, GD and GJ)
Benefits-Other Programs; Benefits-Social Security/SSI; Benefits-Veterans Administration; Benefits-Workers' Compensation; Current Work Status; Current/Last Job; Early Retirement Window; Employer assistance; Employer-Respondent Disability Before/After Limitation; Former Employer; Former Employer-Characteristics; Former Employer-Dates; Former Employer-Description; Former Employer-Earnings; Former Employer-Hours; Former Employer-Reason For Leaving; Health Affected Family; Health problem; Impairment; Impairment preceded work; Impairment-Current; Impairment-Past; Injuries at work; Job Requirements (Scales for agree/disagree); Job Requirements (Scales for all/none of the; Last Job Description; Looking for Another Job; Main Job; Main Job-Benefits; Main Job-Characteristics; Main Job-Dates; Main Job-Description; Main Job-Earnings; Main Job-Flexible Hours; Main Job-Training or Experience; Main Job-Work Hours; Occupation; Other Jobs; Other Jobs-Description; Other Jobs-Earnings; Other Jobs-Hours; Other Jobs-Reason For Leaving; Other Work; Other Work-Earnings; Other Work-Hours; Pension and Retirement Plans; Pensions-Both Types A and B; Pensions-Type A or A and B; Pensions-Type B; Retirement-Current; Retirement-Future; Retirement-Plans; Work Demands; Working When Limitation Began; Years worked

Section H: Expectations
Planning; Probability; Probability of Moving; Risk Tolerance

Section J: Assets and Income
Assets-Added to; Assets-Added/Subtract; Assets-Bonds; Assets-Business or Farm; Assets-CD, T-Bill; Assets-Checking/Savings/Money Market; Assets-IRA; Assets-Other; Assets-Real Estate; Assets-Transportation; Assets-Trusts; Expenses-Charity; Expenses-Debts; Expenses-Food Expenditures; Expenses-Total; Federal Tax Return; Household Member; Income-Alimony; Income-Annuities; Income-Employment; Income-Food Stamps; Income-Other Sources; Income-Pension; Income-Rental; Income-Social Security; Income-Stocks; Income-Supplemental Security (SSI); Income-Unemployment; Income-Veterans' Benefits; Income-Welfare; Income-Workers' Compensation; Lump Sum; Use Assets; Wills

Section N: Widowhood and Asset Changes
Business Purchased; Business Sold; Death; Divorce; Earnings/Work Change; Health Insurance Change; Household Member Addition Assets/Debts; Life Insurance; Major Home Improvement; Own Home; Pension; Real Estate-Purchased; Real Estate-Sold; Residence-Bought or Sold; Social Security; SSI; Stocks; Stocks Purchased; Stocks Sold; Veteran's Benefits

Section R: Health Insurance and Event History
Event History; Government Health Insurance; Health Insurance; HMO; Life Insurance; Long-Term Care Insurance; Medicaid; Medicare; Other Insurance

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HRS 1996 Core

Section A: Demographics
Birth Place; Birthdate; Children; Education; Language; Marital History; Military History; Race; Religion; Residence; Respondent Information

Section B: Health Status
Alcohol; Arthritis; Cancer; Depression; Diabetes; Eyes; Fall; Fractures; Hearing; Heart Problems; Height/Weight; Hypertension; Incontinence; Lung Disease; Other Conditions; Pain; Physical Activities; Preventive Procedures; Psychiatric; Self Rated Health; Stroke; Symptoms; Tobacco

Section C: Cognition
Self Cognition

Section PC: Proxy Cognition
Proxy assessment of respondent's cognitive abilities

Section D: Family Structure
Children Assistance; Children Demographics; Children-Spouse Demographics; Financial/Time Assistance; Grandchildren; Grandchildren Assistance; Introduction; Marriage; Neighbors; Parent Assistance; Parent Demographics; Sibling Demographics

Section E: Health Care Utilization
Activities of Daily Living; Activities of Daily Living-Help; Dentist; Doctor; Doctor/Outpatient Surgery/Dental; Drugs; Financial Assistance; Financial/Time Assistance; Hospital; In-Home Care/Special Facilities; Instrumental Activities of Daily Living; Instrumental Activities of Daily Living-Help; Nursing Home; Nursing Home/Hospital Expenses; Outpatient Surgery; Physical Activities; Total Medical Expenses

Section F: Housing
Association; Deed; Equity Line of Credit; Farm or Ranch; Home Facilities/Modifications; Home Ownership; Mobile Home; Mortgage; Neighborhood; Other Loans; Rent; Second Home-Deed; Second Home-Equity Line; Second Home-Farm or Ranch; Second Home-Mobile Home; Second Home-Mortgage; Second Home-Other Loans; Second Home-Ownership; Second Home-Second Mortgage; Second Home-Taxes; Second Home-Value; Second Mortgage; Services; Taxes; Type of Residence

Section G: Employment (includes G, GG, GH and GD)
Benefits Now-Amount; Benefits-Other Programs; Benefits-Social Security/SSI; Benefits-Veterans Administration; Benefits-Workers' Compensation; Current Work Status; Early Retirement Window; Exposure to Health Hazards; Former Employer; Former Employer-Characteristics; Former Employer-Dates; Former Employer-Description; Former Employer-Earnings; Former Employer-Hours; Former Employer-Reason For Leaving; Former Employer-Work Week; Impairment; Impairment preceded work; Injuries at work; Job Requirements (Scales for agree/disagree); Job Requirements (Scales for all/none of the; Looking for Another Job; Main Job; Main Job-Characteristics; Main Job-Dates; Main Job-Description; Main Job-Earnings; Main Job-Flexible Hours; Main Job-Training or Experience; Main Job-Work Hours; Other Jobs; Other Jobs-Description; Other Jobs-Earnings; Other Jobs-Hours; Other Jobs-Reason For Leaving; Other Work; Other Work-Earnings; Other Work-Hours; Pension and Retirement Plans; Pensions-Both Types A and B; Pensions-Type A or A and B; Pensions-Type B; Retirement-Current; Retirement-Plans

Section H: Expectations
Probability; Probability of Moving

Section J: Assets and Income
Assets-Added to; Assets-Bonds; Assets-Business or Farm; Assets-CD, T-Bill; Assets-Checking/Savings/Money Market; Assets-IRA; Assets-Other; Assets-Real Estate; Assets-Transportation; Assets-Trusts; Expenses-Charity; Expenses-Debts; Expenses-Food Expenditures; Expenses-Total; Federal Tax Return; Income-(Self)Employment; Income-Alimony; Income-Annuities; Income-Employment; Income-Food Stamps; Income-Other Employment; Income-Other Sources; Income-Pension; Income-Professional; Income-Rental; Income-Social Security; Income-Stocks; Income-Supplemental Security (SSI); Income-Tips, Bonus; Income-Unemployment; Income-Veterans' Benefits; Income-Welfare; Income-Workers' Compensation; Lump Sum; Total Income; Use Assets; Wills

Section N: Widowhood and Asset Changes
Business Purchased; Business Sold; Death; Divorce; Earnings/Work Change; Health Insurance Change; Household Member Addition Assets/Debts; Life Insurance; Major Home Improvement; Other Home-Bought or Sold; Own Home; Pension; Real Estate-Purchased; Real Estate-Sold; Residence-Bought or Sold; Social Security; SSI; Stocks; Stocks Purchased; Stocks Sold; Veteran's Benefits

Section R: Health Insurance
Event History; Government Health Insurance; Health Insurance; HMO; Life Insurance; Long-Term Care Insurance; Medicaid; Medicare; Other Insurance

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AHEAD 1995 Core

Section A: Demographics
Birth Place; Birthdate; Children; Education; Language; Marital History; Military History; Race; Religion; Residence; Respondent Information

Section B: Health Status
Alcohol; Arthritis; Cancer; Depression; Diabetes; Eyes; Fall; Fractures; Hearing; Heart Problems; Height/Weight; Hypertension; Incontinence; Lung Disease; Other Conditions; Pain; Physical Activities; Preventive Procedures; Psychiatric; Self Rated Health; Stroke; Symptoms; Tobacco

Section PC: Proxy Cognition
Proxy assessment of respondent's cognitive abilities

Section C: Cognition
Self Cognition

Section D: Family Structure
Children Assistance; Financial/Time Assistance; Grandchildren; Grandchildren Assistance; Parent Assistance; Parent Demographics; Sibling Demographics

Section E: Health Care Utilization
Activities Of Daily Living; Activities Of Daily Living-Help; Dentist; Doctor; Doctor/Outpatient Surgery/Dental; Drugs; Financial Assistance; Financial/Time Assistance; Hospital; In-Home Care/Special Facilities; Instrumental Activities Of Daily Living; Instrumental Activities Of Daily Living-Help; Nursing Home; Nursing Home/Hospital Expenses; Outpatient Surgery; Physical Activities; EV; Event History; Interview Information

Section F: Housing
Condo/Coop/Assoc; Deed; Equity Line of Credit; Farm Or Ranch; Home; Home Facilities/Modifications; Home Ownership; Mobile Home; Mortgage; Neighborhood; Other Loans; Rent; Second Home-Deed; Second Home-Equity Line; Second Home-Farm or Ranch; Second Home-Mobile Home; Second Home-Mortgage; Second Home-Other Loans; Second Home-Ownership; Second Home-Second Mortgage; Second Home-Taxes; Second Home-Value; Second Mortgage; Services; Taxes; Type of Residence

Section G: Employment (includes GA, GB and GC)
Current Work Status; Early Retirement Window; Former Employer-Dates; Former Employer-Earnings; Former Employer-Reason For Leaving; Job Requirements (Scales For Agree/Disagree); Job Requirements (Scales For All/None of The; Looking for Another Job; Looking for Work; Main Job; Main Job-Benefits; Main Job-Characteristics; Main Job-Dates; Main Job-Description; Main Job-Earnings; Main Job-Flexible Hours; Main Job-Probability Scales; Main Job-Training or Experience; Main Job-Work Hours; Other Work; Other Work-Earnings; Other Work-Hours; Pension and Retirement Plans; Pensions-Both Types A and B; Pensions-Type A; Pensions-Type A or A and B; Pensions-Type B; Retirement; Retirement-Current; Retirement-Plans

Section H: Expectations
Probability; Probability of Moving

Section J: Assets and Income
Assets-Added to; Assets-Bonds; Assets-Business or Farm; Assets-CD, T-Bill; Assets-Checking/Savings/Money Market; Assets-IRA; Assets-Other; Assets-Real Estate; Assets-Transportation; Assets-Trusts; Expenses-Charity; Expenses-Debts; Expenses-Food Expenditures; Federal Tax Return; Income; Income-Alimony; Income-Annuities; Income-Employment; Income-Food Stamps; Income-Other Sources; Income-Pension; Income-Rental; Income-Social Security; Income-Stocks; Income-Supplemental Security (SSI); Income-Veterans' Benefits; Income-Welfare; Lump Sum; Total Income; Use Assets; Wills

Section N: Widowhood and Asset Changes
Business Purchased; Business Sold; Death; Divorce; Earnings/Work Change; Health Insurance Change; Household Member Addition Assets/Debts; Life Insurance; Major Home Improvement; Other Home-Bought or Sold; Own Home; Pension; Real Estate-Purchased; Real Estate-Sold; Residence-Bought or Sold; Social Security; SSI; Stocks; Stocks Purchased; Stocks Sold; Veteran's Benefits

Section R: Health Insurance and Event History
Decisions; Government Health Insurance; Health Insurance; HMO; Life Insurance; Long-Term Care Insurance; Medicaid; Medicare; Other Insurance; Term Insurance; Whole Life Insurance

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HRS 1994 Core

Section A: Demographics
For respondents who have not changed marital status, this section is omitted except for a new question on lifetime mobility. For new spouses, we obtain the same marital status and educational background measures as in Wave I. For respondents who have become divorced or widowed since Wave I, dates of marital events are obtained.

Section B: Health Status
There are several major changes from Wave I. First, functional health and the depression battery use different response scales than in Wave I, and some depression scale items have been cut based on analysis of Wave I data. In pretesting, it quickly became clear that the 4-point scales used in Wave I could not be administered efficiently over the telephone. We decided to change the response category for functional health from a 4-point scale to a 2-point scale--no difficulty or some difficulty--and then follow the 'some difficulty' responses with another 2-point scale (a lot, or a little difficulty). We think this will produce about the same results as the Wave I 4-point scale, but we are testing the difference by having an experimental module in Wave II that reproduces the Wave I 4-point scale. The same type of change is made in the depression battery, where Wave II uses a simple yes/no response

The second modification in health status is the introduction of an expenditure sequence on health services. We ask respondents whether they have been in a hospital or nursing home overnight, whether they have been to a doctor in the interval between Wave I and Wave II, and whether they take prescription medication regularly. Respondents who report any use of health services are asked whether the costs were covered by health insurance, covered entirely out-of-pocket, or covered partly by health insurance. Depending on the responses, the respondent is then asked about the out-of-pocket costs for all these services, and the total cost including any cost covered by health insurance. We use the unfolding technique for respondents who tell us they don't know how much the total or out-of-pocket costs were. We believe there is good reason to be optimistic that we have created a useful expenditure measure with this sequence, and that the value of the data set will be markedly enhanced.

Section D: Housing
As with Demographics, very few questions are asked if the respondent has not changed residence since Wave I. For owners, we get updated estimates of house value and mortgage, neighborhood safety, and second home ownership. If people have changed residence, we measure characteristics of their new home, inquire about value and mortgage, obtain real estate taxes paid, and inquire about second home ownership. This section is substantially shorter than in Wave I, mainly because most respondents will not have moved.

Section E: Family Structure
This section makes a great deal of use of Wave I preload data. The object here is to update the circumstances of respondents, their children, parents (if living), and siblings (if there are living parents). The technique is to load the Wave I responses to all of these circumstances into the application and have the interviewer verify that these circumstances have not changed. Or, if circumstances have changed, we ask for the new situation, e.g., if one of the respondent's children is now divorced or has another child, or one of the siblings now owns a home, or one of the parents can no longer be left alone for an hour or so, etc. The technique of verifying information, rather than reasking the questions, did not result in the expected time savings. It has not been used in later waves of data collection.

We have also moved financial transfer questions into this section rather than having some of them in the income section. Having the same respondent who tells us about family structure answer questions about financial transfers to and from children or parents is a better way to structure the interview, and it has the added advantage of reducing the amount of time for the financially knowledgeable respondent (at the expense of more time for the female respondent in a couple household). Mainly, we think it will improve the validity of the transfer data. We also expanded some questions about financial transfers. We now ask about a broader set of transfers and have lowered threshold levels for both time and money transfers.

There was extensive discussion about how to treat the family structure section in the event that there was a new spouse in the household. The problem is particularly troublesome if the new spouse is female, and would be the normal reporter in the family structure section. The difficulty is that using preload data from Wave I gives information to the new spouse that was originally reported by a different person. The solution that we have chosen is to treat the family structure section for a new spouse as a section that has no preload data at all--we simply reask all of the family structure and circumstances questions of the new spouse, without regard to the response given in Wave I. That problem--using preload data obtained from a different respondent--is generally solved by omitting preload data when the reporter is different in Wave II than in Wave I, but we do make some exceptions. For example, if a spouse were to die between Waves I and II, and the other spouse became the family reporter, we would use the preload data and explain to the surviving spouse that the original information came from the spouse who had died.

Section F: Employment
This is a critical section from the point of view of a retirement survey. We have adopted the strategy of insuring that we get a month-by-month measure of employment status for the months between Wave I and Wave II, then we remeasure a small number of the relevant job characteristics for respondents who do not change either employers or job title. We measure a larger set of job characteristics for respondents with a new employer or a new job title in Wave II.

Generally speaking, respondents who changed employers are asked about as many job questions as in Wave I, except that we have done some paring down of the job characteristics questions, based on analysis of the Wave I data. We have paid special attention to insuring that the complete job history between Waves I and II is captured for all respondents--if a respondents are working for a new employer in Wave II, we ask when they left their Wave I employer, why they left, were there any months between Wave I and the time when they left when they were not working for that employer, when they started to work for their new employer, and whether there were any months between the time they started to work and the Wave II date when they were not working for this new employer. If there is a gap between the time they stopped working for their Wave I employer and the time they started working for their Wave II employer, we find out about other jobs they might have had, and about some of the characteristics of those jobs.

Section F also contains a series of questions about attitude towards retirement, whether or not respondents are retired. We ask about positive and negative features of retirement in terms of their perceived importance to respondents and we measure explicit retirement plans for respondents not yet retired. Updates are obtained on the incidence of Early-Out Window offers from employers--offers that enhance retirement benefits in one way or another, and allow only a limited time for acceptance or rejection.

Section J: Disability
This section is designed to collect updated information on disability, and to track the degree of employer accommodation to disability between Waves I and II. We collect information on disability events themselves, their effect on employment, employer accommodation, and the incidence of disability insurance payments from public sources. (Private disability payments are obtained in the Income Section.)

Section C: Expectations and Cognition
As the discussion above about innovative HRS Wave I content has suggested, we have considerably expanded the use of subjective probability scales in Wave II. We have also changed the format of the question, which now specifies a 0-100 scale described as the percent chances of a specified event happening over a specified future time period. As in Wave I, we ask about the probability of losing a job, of finding a new job if the respondents were to lose their present job, of finding a new job like their present job if they said they were looking for a job, of working at all (if they were not working at Wave II), of working full-time at ages 62 and 65, of moving, of moving when they retire,of giving or receiving large financial transfers, of living to ages 75 and 85, and of major inflation or depression episodes. We have also included some experimental questions in this section relating to altruism and intergenerational transfers--whether respondents have living standards that are higher or lower than those of their parents at the same age, and whether respondents expect their children to have higher or lower earnings when their children reach the respondent's age. Finally, this section includes the same memory test as was included in Wave I--the 20-noun immediate and delayed recall battery.

Section K: Net Worth
This section is slightly expanded from Wave I. We have included all of the same asset and debt categories, but have added some questions about additions to retirement savings between Waves I and II, withdrawals from IRA or Keogh accounts, dissavings due to special expenditures demands, lump sum receipts from insurance settlements, pension settlements or inheritances, probabilities of receiving future inheritances, and probability of leaving an inheritance. As noted above, virtually all of these questions include the bracketing or unfolding techniques to deal with missing data, with the selection of bracket points being determined by the optimization program described above.

Section V: Capital Gains
This is a new section, designed to enable the analyst to partition change in net worth between Waves I and II into a capital gains component and a savings component. In order to do that, it is necessary to find out about new money put into different asset types or taken out of different asset types, and to measure purchase and sale of assets between Waves I and II. Thus we ask about purchases and sales of residences (either primary or second home), purchase and sales of investment real estate, purchases and sales of a business or farm, and purchases and sales of common stock. We collect enough information in this section, in conjunction with the information on house values contained in Section D, to be able to calculate the capital gains on any asset that the respondents had in either Wave I or Wave II.

Elsewhere in the Wave II survey we obtain information about other components of saving that would not show up as part of the difference in marketable wealth between Waves I and II. These components include major additions or modifications to housing (obtained in Section K), major additions or modifications to investment real estate (also obtained in Section K), and contributions made to employer-sponsored pension plans (obtained in Section F). With these savings components, the change in liquid asset holdings between Waves I and II, and the estimates of capital gains derived from Section V, we will be able to produce estimates of both the capital gains component and the conventional savings component of net worth change between Waves I and II.

Section N: Income
The income measurements obtained in Wave II contain a number of changes that we believe constitute significant enhancements. First, we have adopted the use of bracketing or unfolding techniques for income components where missing data rates were relatively high in Wave I.

Second, we have adopted the strategy used successfully in the AHEAD survey for the measurement of transfer income flows that typically continue until death once they begin. The strategy is to measure current recipiency for these transfer income flows, then calculate 1993 income from data on current amount and beginning date. We apply this technique to Veterans' Benefits, retirement pensions, annuities, and Social Security benefits. In the case of retirement pensions and annuities, we ask about cost-of- living adjustment as well as expected duration and survivor's benefits.

Third, for income components such as Supplemental Security Income or Food Stamp recipiency, we obtain a measure of recipiency between Waves I and II that tell us the months during 1993 in which these income sources were received, and which also provide us with beginning and ending dates of recipiency. We can then make calculations of 1993 recipiency by month and amount, using procedures much like the ones we use for transfer income. Finally, for the major income sources in this age group, such as wages, interest or dividend income, etc., we ask about 1993 income and provide bracketing or unfolding questions for missing data.

The income section in Wave II also includes some data on earnings and other income sources for adults 15 years of age and older living in the household, other than the respondent or spouse

Section S: Widowhood or Divorce
This section is designed to collect both labor market adjustments and costs associated with either a widowhood or a divorce event that occurs between Waves I and II. In Wave I a comparable section was concerned solely with widowhood, and we ignored adjustments associated with divorce. Our outside committees uniformly felt that collecting adjustments relating to divorce was just as important as collecting adjustments relating to widowhood, and our Wave II design reflects that judgment.

Section R: Health Insurance and Life Insurance
This section is substantially modified from the Wave I version. First, it is no longer asked of the financially knowledgeable respondent, but is asked of both respondents in a couple household. In Wave I there was substantial confusion about the R2's health insurance coverage when the data came from the R1. The problem can be avoided by simply asking each respondent about his or her own health insurance coverage. That not only helps to clarify where health insurance coverage comes from, but also reduces the interview burden on R1 respondents, at the cost of an equivalent increase in burden for the R2 respondent. That change goes in the right direction from the perspective of reducing burden where burden is largest.

Second, we try to obtain substantially more information than in Wave I about the cost and characteristics of health insurance coverage. In Wave II we ask about the monthly cost to the respondent; if the health insurance plan is an HMO, a PPO, or a traditional Fee-for- Service plan; whether the employer offers other plans with better coverage at higher cost or worse coverage at lower cost than the one the respondent is covered by; and in cases where health insurance coverage is the same in Wave II as it was in Wave I, whether any of the key provisions of the health insurance plan have changed since Wave I, and if so, what has changed. We also make a distinction between health insurance coverage purchased directly from an insurance company where the coverage is basic health insurance and where the coverage comprises some type of supplementary health insurance. The life insurance measures are about the same in Wave II as in Wave I.

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AHEAD 1993 Core

Section A: Demographics
Year of birth, education, education of parents, marital status and history, veteran status.

Section B: Health conditions
Whether R has ever seen doctor for each of 12 conditions; assessment of vision and hearing; pain; smoking; drinking; weight; height; depression.

Section C: Cognition
Self-assessment of memory; immediate and delayed recall of ten words, plus other questions from the TICS (Telephone Interview for Cognitive Status); for proxy respondents, assessments of level and change in cognitive abilities.

Section D: Family structure (Asked of Only and Lead Respondents)
List of other household members, with details of their age, education, employment status, earnings, whether moved in with Respondent and if so why; list of children and children-in-law living elsewhere with details of their age, relationship to Respondent and spouse, marital status, number of children, education, employment status, home ownership, distance from Respondent, financial situation relative to Respondents; financial help given to children and others.

Section D: Family structure (Asked of all Respondents)
Number and marital status of siblings; if parents not living then age when died, if parent(s) living then their current age and whether Respondent has provided help with ADLs.

Section E1: Health care utilization and costs (For all Respondents)
Previous twelve months hospitalizations, nursing home stays, doctor visits, outpatient surgery, dental care, prescription drugs; bed days; whether covered by Medicare A/B and Medicare number.

Section E1: Health care utilization and costs (For Only and Financial Respondents)
Any out-of-pocket costs for each type of health care listed, amount of out-of-pocket expenditure for nursing home stays and other medical expenses for self and spouse; whether a child or anyone else has helped with health care costs.

Section E2: Health care utilization and costs (For all Respondents:)
For six ADLs, whether R gets help; uses equipment; and degree of difficulty. Degree of difficulty with several other activities. For each of five IADLs, whether R able to do without help, and difficulty.

Section E3: Health care utilization and costs (For each helper accumulated across ADLs and IADLs)
Gender, frequency, hours, whether paid, out-of-pocket costs, whether anyone helps pay those costs and if so, who.

Section F: Housing (asked of Only and Financial Respondents)
Type of housing, whether part of a condominium or housing project, whether income limit, whether age limit, whether entry fee or association payments; services offered to residents; number of stories; special features for physically impaired; ownership, mortgage, others on deed; home value (if owner) or rent; amount paid for property taxes, insurance, utilities.

Section G: Job status
Current employment status, whether worked in last two years, whether ever worked for at least 10 years; occupation, earnings and hours last calendar year; most ever earned per year, and at what age that occurred. If widowed or divorced. similar job history questions for former spouse.

Section H: Expectations
Chances (on 0 to 100 percent scale) of giving major financial assistance to family members in next ten years; of receiving such help; of leaving an inheritance and amount; of entering a nursing home in next five years; of medical expenses depleting savings in next five years; of income keeping up with inflation; of living to a specified age; of moving in next five years and if so, type of move and which child may move near.

Section J: Income (asked of Only and Financial Respondents)
Income from each of several sources (Social Security, SSI, food stamps, pensions, veterans benefits, annuities, interest income) for self (and spouse), follow-up questions specific to the various types of sources. Financial assistance from children or from others in last year. Total income of Respondent (and spouse) last calendar year. Whether have a will, and provisions made for children.

Section K: Net worth (asked of Only and Financial Respondents)
Current value of various assets (if any). Real estate (other than home); automobiles or other means of transportation; family business; IRA or Keogh accounts; shares of stocks or mutual funds; checking, savings, or money market accounts; CDs, government savings bonds; bonds or bond funds. Whether assets were used to pay expenses or additions made to savings or investments last year. Whether any assets are in trusts, and if so, beneficiaries, value of those assets, and whether those assets have already been listed. Other assets and liabilities and lump sum payments in past year (insurance, pension, or inheritance).

Section R: Insurance
Current coverage by Medicaid, other government insurance programs, or other health insurance. Any coverage for long term care, and if so, whether have received payments, covers home care, payments increase with inflation. (Asked of Only or Financial Respondents) Life insurance, whole and term. amount, beneficiaries, for Respondent (and spouse).

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HRS 1992 Core

Section A: Demographic Background (Asked of all respondents)
Demographics, including Birth Place/Date, Education, Marital History, Military History, Race, Religion.

Section B: Health Status (Asked of all respondents)
Health Status, including Activities of Daily Living/Instrumental Activities of Daily Living; whether R has seen a doctor for a variety of common conditions; assessment of vision and hearing; pain; smoking; alcohol.

Section D: Housing (Answered by Financial R)
Type of dwelling unit; value; ownership status; rental information; information on secondary residences and vacation homes; other housing costs including utilities, association fees, insurance, mortgage costs, and taxes.

Section E: Family Structure and Transfers (Asked of all respondents)
Family Structure and Transfers: Child and sibling demographics; information of children and grandchildren; transfer information to children/grandchildren from parents and from parents to children/grandchildren.

Section F: Employment of Respondent (Asked of all respondents)
Work status, main job description (income and earnings, hours, benefits); pension and retirement plans; description of other work.

Section G: Last Job (Asked of all respondents--R not currently working)
Work status, description of last job (income and earnings, hours, benefits); pension and retirement plans; job-seeking activities.

Section H: Job History (Asked of all respondents)
Description of previous jobs (income and earnings, hours, benefits); pension and retirement plans; Early Retirement Window; Exposure to Health Hazards.

Section J: Disability (Asked of all respondents)
Source of benefits (Social Security/SSI, Veterans Administration, workers compensation, other); information on employment prior to disability; information on impairment(s) current and past.

Section K: Retirement Plans (Asked of all respondents)
Current status, future plans.

Section L: Cognition (Asked of all respondents)
Self-cognition; risk-taking; savings behavior; feelings about the future.

Section M: Net Worth Other than Housing (Answered by Financial R)
Current assets (bonds, business or farm, CDs/T-bills, checking and savings, IRAs, real estate, other); expenses; income; net worth; wills; financial assistance from others.

Section N: Income (Answered by Financial R)
Household income components (alimony, annuities, employment, food stamps, other sources, pension, rental, Social Security, Supplemental Security (SSI), unemployment, veterans' benefits, welfare, workers' compensation); assets (business or farm, checking/savings/money market, trusts); health and life insurance; lump-sum payments.

Section R: Health and Life Insurance (Answered by Financial R)
Health insurance for respondent and spouse; Medicare/Medicaid status; life insurance (term and whole-life) for respondent and spouse; beneficiary information.

Section S: Widowhood (Answered by Secondary Respondents)
Death, earnings/work change; health insurance change; hours worked; life insurance; pension; Social Security; SSI; Veteran's Benefits.

Section X: Interviewer's Observations (Asked of all respondents)
Household listing; comments; dwelling unit information.

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