HHID     HOUSEHOLD IDENTIFICATION NUMBER
         Section: L     Level: Respondent      Type: Character  Width: 6   Decimals: 0

        ..................................................................................
        18167           000003-213479. Household Identification Number


PN RESPONDENT PERSON IDENTIFICATION NUMBER Section: L Level: Respondent Type: Character Width: 3 Decimals: 0 .................................................................................. 10033 010. Person Identifier 398 011. Person Identifier 10 012. Person Identifier 5516 020. Person Identifier 85 021. Person Identifier 5 022. Person Identifier 841 030. Person Identifier 31 031. Person Identifier 1 032. Person Identifier 1203 040. Person Identifier 42 041. Person Identifier 2 042. Person Identifier
HSUBHH 2002 SUB HOUSEHOLD IDENTIFICATION NUMBER Section: L Level: Respondent Type: Character Width: 1 Decimals: 0 .................................................................................. 17305 0. Original sample household - no split from divorce or separation of spouses or partners 456 1. Split household - one half of couple from SUBHH 0 and new spouse or partner, if any 339 2. Split household - one half of couple from SUBHH 0 and new spouse or partner, if any 17 5. Split household - one half of couple from SUBHH 1 or 2 2 6. Split household - one half of couple from SUBHH 1 or 2 48 7. Reunited household - respondents from split household reunite
GSUBHH 2000 SUB HOUSEHOLD IDENTIFICATION NUMBER Section: L Level: Respondent Type: Character Width: 1 Decimals: 0 .................................................................................. 17490 0. Original sample household - no split from divorce or separation of spouses or partners 356 1. Split household - one half of couple from SUBHH 0 and new spouse or partner, if any 275 2. Split household - one half of couple from SUBHH 0 and new spouse or partner, if any 11 5. Split household - one half of couple from SUBHH 1 or 2 1 6. Split household - one half of couple from SUBHH 1 or 2 34 7. Reunited household - respondents from split household reunite
HPN_SP 2002 SPOUSE/PARTNER PERSON NUMBER Section: L Level: Respondent Type: Character Width: 3 Decimals: 0 .................................................................................. 5033 010. Person Identifier 371 011. Person Identifier 9 012. Person Identifier 4531 020. Person Identifier 78 021. Person Identifier 4 022. Person Identifier 720 030. Person Identifier 28 031. Person Identifier 2 032. Person Identifier 1034 040. Person Identifier 40 041. Person Identifier 3 042. Person Identifier 5 811. New Spouse of Non-Original Respondent 2 821. New Spouse of Non-Original Respondent 1 831. New Spouse of Non-Original Respondent 1 841. New Spouse of Non-Original Respondent 6305 Blank. INAP (Inapplicable)
HCSR 2002 WHETHER COVERSHEET RESPONDENT Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 .................................................................................. 12350 1. YES 197 3. 2nd Coverscreen R, answers not retained 5620 5. NO
HFAMR 2002 WHETHER FAMILY RESPONDENT Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 .................................................................................. 12347 1. Family R 12 3. 2nd Family R, answers not retained 5808 5. Non-Family R
HFINR 2002 WHETHER FINANCIAL RESPONDENT Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 .................................................................................. 12319 1. Financial R 9 3. 2nd Financial R, answers not retained 5839 5. Non-Financial R
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) HL005 OTR EMPLOYER 5+ YRS Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: BL_JOBHISTORY.L005_ Ref 2000: G4092 Besides (your current job,/the job you just told me about,) have you worked for any other employer for at least 5 years or more, including self- employment? .................................................................................. 91 1. YES 103 5. NO 1 8. DK (Don't Know) 3 9. RF (Refused) 17969 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) HL006 # EMPLOYERS Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: BL_JOBHISTORY.L006_ Ref 2000: G4093 For how many such employers have you worked? .................................................................................. 39 1. ONE 30 2. TWO 15 3. THREE 3 4. FOUR 2 5. FIVE OR MORE 2 8. DK (Don't Know) 9. RF (Refused) 18076 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) HL007 SELF/OTR EMPLOYED Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: BL_JOBHISTORY.L007_ Ref 2000: G4094 (I want to ask about the most recent such job.) Were you working for someone else, were you self-employed, or what? IWER: IF R SAYS, 'I RAN MY OWN BUSINESS' ENTER 'SELF-EMPLOYED' .................................................................................. 72 1. SOMEONE ELSE 19 2. SELF-EMPLOYED 8. DK (Don't Know) 9. RF (Refused) 18076 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) HL009 START WRK-YR Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: BL_MOSTRECENTJOB.L009_ Ref 2000: G4096 When did you start working for (that employer/yourself)? YEAR: .................................................................................. ----------------------------------------------------------------- N Min Max Mean SD Miss 80 1940 2001 1979.35 14.01 18082 ----------------------------------------------------------------- 4 9998. DK (Don't Know) 1 9999. RF (Refused)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND (L009_ = EMPTY) HL010 START WORK-YRS AGO Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: BL_MOSTRECENTJOB.L010_YrStrtMostRecJob Ref 2000: G4097 (When did you start working for (that employer/yourself)? ) YEARS AGO: .................................................................................. 3 19-50. Actual Value 98. DK (Don't Know) 99. RF (Refused) 18164 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND (L009_ = EMPTY) AND (L010_YrStrtMostRecJob = EMPTY) HL011 START WORK- AT AGE Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: BL_MOSTRECENTJOB.L011_AgeStrtMostRecJo Ref 2000: G4098 (When did you start working for (that employer/yourself)? ) AT AGE: .................................................................................. 3 20-24. Actual Value 98. DK (Don't Know) 99. RF (Refused) 18164 Blank. INAP (Inapplicable)
Assign: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND (L009_ <> EMPTY OR NOT (L009_ <> EMPTY)) AND (L010_YrStrtMostRecJob <> EMPTY OR NOT (L010_YrStrtMostRecJob <> EMPTY)) AND (L011_AgeStrtMostRecJo <> EMPTY AND (piSecAContinuInterviewA019_Rage > 0) OR NOT (L011_AgeStrtMostRecJo <> EMPTY AND (piSecAContinuInterviewA019_Rage > 0))) HL012 YR STARTED WORKING AT PREV JOB- CALC Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: BL_MOSTRECENTJOB.L012_YrMostRecJob Ref 2000: G4100 .................................................................................. ----------------------------------------------------------------- N Min Max Mean SD Miss 86 1940 2001 1979.21 13.96 18076 ----------------------------------------------------------------- 4 9998. DK(Don't Know) 1 9999. RF (Refused)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) HL013M INDUSTRY - MASKED Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: BL_MOSTRECENTJOB.L013_MostRecJobInd Ref 2000: G4101M What kind of industry did you work in? That is, what did your company do or make? (What industry did you typically work in?)/business or industry did you work in -- that is, what did they make or do at the place where you worked?) .................................................................................. 2 1. Agriculture, Forestry, Fishing (010-031) 8 2. Mining and Construction (040-060) 7 3. Manufacturing: Non-durable (100-222) 7 4. Manufacturing: Durable (230-392) 7 5. Transportation (400-472) 2 6. Wholesale (500-571) 13 7. Retail (580-691) 8 8. Finance, Insurance, and Real Estate (700-712) 8 9. Business and Repair Services (721-760) 3 10. Personal Services (761-791) 11. Entertainment and Recreation (800-802) 17 12. Professional and Related Services (812-892) 8 13. Public Administration (900-932) 98. DK (don't know); NA (not ascertained) 1 99. RF (Refused) 18076 Blank. INAP (Inapplicable)
HL015M TYPE WRK DONE - MASKED Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: BL_MOSTRECENTJOB.L015 Ref 2000: G4103M What sort of work did you do? (Tell me a little more about what you did.) .................................................................................. 15 1. Managerial specialty operation (003-037) 10 2. Professional specialty operation and technical support (043- 235) 9 3. Sales (243-285) 19 4. Clerical, administrative support (303-389) 1 5. Service: private household, cleaning and building services (403-407) 1 6. Service: protection (413-427) 1 7. Service: food preparation (433-444) 3 8. Health services (445-447) 3 9. Personal services (448-469) 3 10. Farming, forestry, fishing (473-499) 2 11. Mechanics and repair (503-549) 3 12. Construction trade and extractors (553-617) 3 13. Precision production (633-699) 7 14. Operators: machine (703-799) 6 15. Operators: transport, etc 3 16. Operators: handlers, etc 1 17. Member of Armed Forces (900) 98. DK (don't know); NA (not ascertained) 1 99. RF (Refused) 18076 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) HL016 LEFT EMPLOYER-YR Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: BL_MOSTRECENTJOB.L016_YrLeftRecJob Ref 2000: G4104 When did you (leave that employer/stop working for yourself)? YEAR: .................................................................................. ----------------------------------------------------------------- N Min Max Mean SD Miss 78 1945 2002 1989.68 12.03 18080 ----------------------------------------------------------------- 8 9998. DK (Don't Know) 1 9999. RF (Refused)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND (L016_YrLeftRecJob = EMPTY) HL017 LEFT EMPLOYER-YRS AGO Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: BL_MOSTRECENTJOB.L017_YrsAgoLRecJob Ref 2000: G4105 (When did you (leave that employer/stop working for yourself)?) YEARS AGO: .................................................................................. 2 2-3. Actual Value 8. DK (Don't Know) 9. RF (Refused) 18165 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND (L016_YrLeftRecJob = EMPTY) AND (L017_YrsAgoLRecJob = EMPTY) HL018 LEFT EMPLOYER- AT AGE Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: BL_MOSTRECENTJOB.L018_AgeLeftRecJob Ref 2000: G4106 (When did you (leave that employer/stop working for yourself)?) AT AGE: .................................................................................. 2 24-28. Actual Value 98. DK (Don't Know) 99. RF (Refused) 18165 Blank. INAP (Inapplicable)
Assign: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND (L016_YrLeftRecJob <> EMPTY OR NOT (L016_YrLeftRecJob <> EMPTY)) AND (L017_YrsAgoLRecJob <> EMPTY OR NOT (L017_YrsAgoLRecJob <> EMPTY)) AND (L018_AgeLeftRecJob <> EMPTY OR NOT (L018_AgeLeftRecJob <> EMPTY)) HL019 YR R LAST WORKED AT PREV JOB- CALC Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: BL_MOSTRECENTJOB.L019_LftRecJobCalcYr Ref 2000: G4108 .................................................................................. ----------------------------------------------------------------- N Min Max Mean SD Miss 82 1945 2002 1989.71 11.93 18076 ----------------------------------------------------------------- 8 9998. DK (Don't Know) 1 9999. RF (Refused)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) HL020 HRS WRKED PR WK Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0 CAI Reference: BL_MOSTRECENTJOB.L020_RecJobHrsWk Ref 2000: G4109 During your last full year at that job, how many hours a week did you usually work? HOURS PER WEEK: .................................................................................. ----------------------------------------------------------------- N Min Max Mean SD Miss 88 2 112 43.82 13.20 18076 ----------------------------------------------------------------- 2 998. DK (Don't Know) 1 999. RF (Refused)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) HL021 WKS WRKED PR YR Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: BL_MOSTRECENTJOB.L021_ Ref 2000: G4110 IWER: READ SLOWLY Counting paid vacations as weeks of work, how many weeks did you work that year? # OF WEEKS: .................................................................................. ----------------------------------------------------------------- N Min Max Mean SD Miss 87 1 52 47.94 11.54 18076 ----------------------------------------------------------------- 3 98. DK (Don't Know) 1 99. RF (Refused)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) HL022 EARNING IN LAST YR Section: L Level: Respondent Type: Numeric Width: 9 Decimals: 2 CAI Reference: BL_MOSTRECENTJOB.L022_ Ref 2000: G4111 How much were you earning, before taxes and other deductions, that year? IWER: IF RESPONDENT WAS A TEACHER, RECORD ANNUAL SALARY IF R REPORTS A 'PER HOUR' AMOUNT, BE SURE TO RECORD CENTS IF APPLICABLE USE ZERO FOR NONE AMOUNT: .................................................................................. 71 0-200000. Actual Value 18 999999998. DK (Don't Know); NA (Not Ascertained) 2 999999999. RF(Refused) 18076 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND (L022_ <> NONRESPONSE AND (L022_ <> 0)) HL023 EARNING IN LAST YR- PER Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: BL_MOSTRECENTJOB.L023_ Ref 2000: G4112 (How much were you earning, before taxes and other deductions, that year?) IWER: PROBE IF NECESSARY: Was that per hour, week, month, or year? IF RESPONDENT IS A TEACHER, RECORD ANNUAL SALARY PER: .................................................................................. 21 1. HOUR 7 2. WEEK 3. EVERY TWO WEEKS/BI-WEEKLY 2 4. MONTH 1 5. TWICE A MONTH 37 6. YEAR 2 7. OTHER (SPECIFY); including per visit, class, mile, job 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 18097 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)) HL025M1 WHY LEFT EMPLOYER- 1 Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: BL_MOSTRECENTJOB.L025M Ref 2000: G4114M1 Why did you (stop working at this business?/leave that employer?) IWER: ASK IF NECESSARY: (Did the business close, were you laid off or let go, did you leave to take care of family members, or what?) ENTER ALL THAT APPLY .................................................................................. 13 1. BUSINESS CLOSED; business moved or sold 7 2. LAID OFF/LET GO; temporary or seasonal job ended; contract over; lack of work/clients/customers; downsizing; reorganization; change of political administration; employer died/too sick 4 3. POOR HEALTH/DISABLED; poor mental health; R died; death; surgery; injury; old age 7 4. FAMILY CARE; marriage; pregnancy; child care; husband's wishes; wanted more time at home; to be with family 14 5. BETTER JOB; start own business; go to school/get more training; make more money; work in family business 14 6. QUIT; bored/burned out; didn't like job/wanted a change; problems with supervisor/co-workers; lack of pay/work hours/promotion/benefits/help; dispute with employer; sexual harassment; couldn't do work anymore; poor/dangerous working conditions; too stressful 5 7. RETIRED 5 8. R (family) moved 9. Sold business (own); closed business (own); gave business to another person 13. Strike 1 14. Divorce/Separation 15. Handed over responsibilities to other family members 16. Transportation; distance to work 23. To travel 24. Early retirement incentive/offer 25. Financially advantageous for R to not work (tax/IRS/Social Security reasons) 94. Transferred; spouse transferred 3 95. R has not left/still has this job 97. OTHER (SPECIFY) 98. DK (Don't Know); NA (Not Ascertained) 99. RF(Refused) 18094 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)) HL025M2 WHY LEFT EMPLOYER- 2 Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: BL_MOSTRECENTJOB.L025M Ref 2000: G4114M1 Why did you (stop working at this business?/leave that employer?) IWER: ASK IF NECESSARY: (Did the business close, were you laid off or let go, did you leave to take care of family members, or what?) ENTER ALL THAT APPLY .................................................................................. 1. BUSINESS CLOSED; business moved or sold 2. LAID OFF/LET GO; temporary or seasonal job ended; contract over; lack of work/clients/customers; downsizing; reorganization; change of political administration; employer died/too sick 1 3. POOR HEALTH/DISABLED; poor mental health; R died; death; surgery; injury; old age 1 4. FAMILY CARE; marriage; pregnancy; child care; husband's wishes; wanted more time at home; to be with family 5. BETTER JOB; start own business; go to school/get more training; make more money; work in family business 6. QUIT; bored/burned out; didn't like job/wanted a change; problems with supervisor/co-workers; lack of pay/work hours/promotion/benefits/help; dispute with employer; sexual harassment; couldn't do work anymore; poor/dangerous working conditions; too stressful 7. RETIRED 2 8. R (family) moved 9. Sold business (own); closed business (own); gave business to another person 13. Strike 14. Divorce/Separation 15. Handed over responsibilities to other family members 16. Transportation; distance to work 23. To travel 24. Early retirement incentive/offer 25. Financially advantageous for R to not work (tax/IRS/Social Security reasons) 94. Transferred; spouse transferred 95. R has not left/still has this job 97. OTHER (SPECIFY) 98. DK (Don't Know); NA (Not Ascertained) 99. RF(Refused) 18163 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) HL027 INCLUDED IN PENSION PLAN Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: BL_MOSTRECENTJOB.L027_ Ref 2000: G4116 (Aside from IRA or Keogh Plans, were you included in a pension or retirement plan, or in any tax-deferred savings plan, through your work?/Were you included in a pension or retirement plan, or in any tax deferred savings plan, when you worked for that employer?) .................................................................................. 33 1. YES 55 5. NO 3 8. DK (Don't Know) 9. RF (Refused) 18076 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)) AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE) HL028 # PENSION PLANS Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: BL_JOBHISTORY.L028_RecJobNumPens Ref 2000: G4118 In how many different pension plans were you included on this job? 1-8 PLANS .................................................................................. ----------------------------------------------------------------- N Min Max Mean SD Miss 28 1 2 1.18 0.39 18139 ----------------------------------------------------------------- 98. DK (Don't Know) 99. RF (Refused)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)) AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE) AND (L028_RecJobNumPens = DONTKNOW) HL029 INCLUDED IN ONE OR MORE PENSION PLANS Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: BL_JOBHISTORY.L029_ Is this just one plan or more than one? .................................................................................. 1. ONE PLAN 3. MORE THAN ONE 8. DK (Don't Know) 9. RF (Refused) 18167 Blank. INAP (Inapplicable)
Assign: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)) AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE) AND (L028_RecJobNumPens = DONTKNOW OR NOT (L028_RecJobNumPens = DONTKNOW)) AND ((L028_RecJobNumPens <> 0) AND (L028_RecJobNumPens <> REFUSAL) OR L029_ = ONEPLAN OR NOT (L029_ = ONEPLAN)) AND (L028_RecJobNumPens IN [1 .. 4] OR L029_ = MORETHANONE OR NOT (L028_RecJobNumPens IN [1 .. 4])) AND (L028_RecJobNumPens IN [5 .. 8]) HL030 EMLOYER PENSION COUNTER Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: BL_JOBHISTORY.L030ARecJobCntr Ref 2000: G4119_1 .................................................................................. 23 1. FIRST PENSION 5 2. SECOND PENSION 18139 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)) AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE) AND (L030ARecJobCntr <> EMPTY) AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND PENSIONLOOP3SECL[i - 1].W001A <> EMPTY)) HL031_1 TYPE OF PENSION PLAN-MOST RECENT-1 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK.W001A Ref 2000: G4120_1 (I would like to know about the type of the most important pension or retirement plan you had./Now I have some questions about the next most important of these plans.) I would like to know what type of plan this was. (In some retirement plans, call them Type A, benefits are usually based on a formula involving age, years of service and salary. In other plans, call them Type B, money is accumulated in an account for you.) Was your plan Type A or Type B? IWER: 401-K, 403-B, ESOP, SRA, THRIFT/SAVINGS, STOCK/PROFIT SHARING, MONEY PURCHASE PLANS, AND CASH BALANCE PLANS ARE ALL TYPE B RETIREMENT PLANS TYPE A PLANS ARE OFTEN CALLED 'DEFINED BENEFIT' PLANS TYPE B PLANS ARE OFTEN CALLED 'DEFINED CONTRIBUTION' .................................................................................. 17 1. TYPE A 11 2. TYPE B 3. BOTH TYPES 8. DK (Don't Know) 9. RF (Refused) 18139 Blank. INAP (Inapplicable)
Ask: IF (piJ022_ <> ALLOTHS) AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD)) AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth <> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND (((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND (PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND (PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR (PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME)) AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL)) AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL)) AND (J087_TypePenPlanLoop <> EMPTY) AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <> EMPTY)) HL032_1 AMT IN PENS WHEN LEFT-MOST RECENT-B-1 Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W002A Ref 2000: G4121_1 PENSION TYPE B - ACCOUNT (For this part of your pension where money is accumulated in an account, how /How) much money was in your account when you left that (business/employer/job)? IWER: DO NOT PROBE DK/RF AMOUNT: .................................................................................. 8 2500-175000. Actual Value 3 999998. DK (Don't Know) 999999. RF (Refused) 18156 Blank. INAP (Inapplicable)
HL033_1 AMT IN PENS WHEN LEFT-MOST REC-B-MIN-1 Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W003A W003A-W005A Unfolding Sequence Question text: Did it amount to a total of less than $______, more than $______, or what? PROCEDURE: UnFM_2Up1Down BREAKPOINTS: 5000, 20000, 50000, 150000 .................................................................................. 1 0. Value of Breakpoint 1 5001. Value of Breakpoint 1 50001. Value of Breakpoint 18164 Blank. INAP (Inapplicable)
HL034_1 AMT IN PENS WHEN LEFT-MOST REC-B-MAX-1 Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W004A .................................................................................. 2 19999. Value of Breakpoint 1 149999. Value of Breakpoint 18164 Blank. INAP (Inapplicable)
HL035_1 AMT IN PENS WHEN LEFT-MOST REC-B-RES-1 Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W005A .................................................................................. 97. Data Not Available 98. DK (Don't Know) 99. RF (Refused) 18167 Blank. INAP (Inapplicable)
Ask: IF (piRvarsZ076_ReIwR_V <> REIWR) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE) AND (L030ARecJobCntr <> EMPTY) AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND PENSIONLOOP3SECL[i - 1].W001A <> EMPTY)) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) HL036_1A DISPOSITION OF PENSION-MOST RECENT-B-1-1 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W006B Ref 2000: G4122_1 PENSION TYPE B - ACCOUNT When you left that (business/employer/job), did you withdraw the money, roll it over into an IRA, leave it to accumulate in the old plan, convert it to an annuity, or what? IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP QUESTIONS .................................................................................. 4 1. WITHDREW THE MONEY 2 2. ROLLED OVER INTO IRA 4 3. LEFT TO ACCUMULATE 1 4. CONVERT TO ANNUITY 5. TRANSFERRED TO NEW EMPLOYER 6. LOST BENEFITS 7. OTHER (SPECIFY) 8. DK (Don't Know) 9. RF (Refused) 18156 Blank. INAP (Inapplicable)
Ask: IF (piRvarsZ076_ReIwR_V <> REIWR) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE) AND (L030ARecJobCntr <> EMPTY) AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND PENSIONLOOP3SECL[i - 1].W001A <> EMPTY)) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) HL036_1B DISPOSITION OF PENSION-MOST RECENT-B-1-2 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W006B Ref 2000: G4122_1 PENSION TYPE B - ACCOUNT When you left that (business/employer/job), did you withdraw the money, roll it over into an IRA, leave it to accumulate in the old plan, convert it to an annuity, or what? IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP QUESTIONS .................................................................................. 1. WITHDREW THE MONEY 2. ROLLED OVER INTO IRA 3. LEFT TO ACCUMULATE 4. CONVERT TO ANNUITY 5. TRANSFERRED TO NEW EMPLOYER 6. LOST BENEFITS 7. OTHER (SPECIFY) 8. DK (Don't Know) 9. RF (Refused) 18167 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)) AND (L006_ <> ONE) AND ((L031_ <> NO) AND L031_ <> NONRESPONSE) AND (i <= L033AOthEmpPensCntr.ORD) AND (W006B.CARDINAL <> 1) HL037_1 AMT LEFT IN OLD ACCT-MOST RECENT-B-1 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W008A PENSION TYPE B - ACCOUNT How much money did you leave in the old account to accumulate? .................................................................................. 8. DK (Don't Know) 9. RF (Refused) 18167 Blank. INAP (Inapplicable)
Ask: IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND (piWORKSTATUSJ020_WorkforPay <> YES)) AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND (piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR (piEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)) AND ((K031_ <> NO) AND K031_ <> NONRESPONSE) AND (K034A <> EMPTY) AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND PENSIONLOOPSECK[i - 1].W001A <> EMPTY)) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) HL038_1 AMOUNT IN PENSION NOW-MOST RECENT-B-1 Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W009A Ref 2000: G4123_1 PENSION TYPE B - ACCOUNT How much is in that account now? IWER: DO NOT PROBE DK/RF AMOUNT: .................................................................................. 3 23000-160000. Actual Value 1 999998. DK (Don't Know) 999999. RF (Refused) 18163 Blank. INAP (Inapplicable)
HL039_1 AMT IN PENSION NOW-MOST RECENT-B -MIN-1 Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W010A W010A-W012A Unfolding Sequence Question text: Does it amount to less than $______, more than $______, or what? PROCEDURE: UnFM_2Up1Down BREAKPOINTS: 5000, 20000, 50000, 150000 .................................................................................. 1 5001. Value of Breakpoint 18166 Blank. INAP (Inapplicable)
HL040_1 AMT IN PENSION NOW-MOST RECENT-B -MAX-1 Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W011A .................................................................................. 1 19999. Value of Breakpoint 18166 Blank. INAP (Inapplicable)
HL041_1 AMT IN PENS NOW-MOST RENCENT-B-RESULT-1 Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W012A .................................................................................. 97. Data Not Available 98. DK (Don't Know) 99. RF (Refused) 18167 Blank. INAP (Inapplicable)
Ask: IF (piJ022_ <> ALLOTHS) AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD)) AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth <> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND (((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND (PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND (PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR (PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME)) AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL)) AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL)) AND (J087_TypePenPlanLoop <> EMPTY) AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <> EMPTY)) HL042_1 AMT CONVERTED TO ANNUITY-MOST REC-B-1 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W013A PENSION TYPE B - ACCOUNT How much did you convert to annuity? AMOUNT: .................................................................................. 8. DK (Don't Know) 9. RF (Refused) 18167 Blank. INAP (Inapplicable)
Ask: IF (piRvarsZ076_ReIwR_V <> REIWR) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)) AND (L006_ <> ONE) AND ((L031_ <> NO) AND L031_ <> NONRESPONSE) AND (i <= L033AOthEmpPensCntr.ORD) HL043_1 AGE ANNUITY STARTED-MOST RECENT-B-1 Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W014A Ref 2000: G4128_1 PENSION TYPE B - ACCOUNT How old were you when you started receiving the benefits from that annuity? IWER: IF R INDICATES BENEFITS HAVE NOT YET STARTED, ASK AT WHAT AGE THEY WILL BEGIN, AND NOTE THIS IN COMMENT BOX .................................................................................. 1 98. DK (Don't Know) 99. RF (Refused) 18166 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE) AND (L030ARecJobCntr <> EMPTY) AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND PENSIONLOOP3SECL[i - 1].W001A <> EMPTY)) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) HL044_1 AMOUNT OF ANNUITY-MOST RECENT-B-1 Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W015A Ref 2000: G4129_1 PENSION TYPE B - ACCOUNT How much are the benefits per month or year? IWER: IF BENEFITS HAVE NOT YET STARTED, RECORD WHAT BENEFITS WILL BE AMOUNT: .................................................................................. 1 99999998. DK (Don't Know) 99999999. RF (Refused) 18166 Blank. INAP (Inapplicable)
Ask: IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE) AND (L030ARecJobCntr <> EMPTY) AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND PENSIONLOOP3SECL[i - 1].W001A <> EMPTY)) AND (CONVERTTOANNUITY IN W006B) AND (((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL)) HL045_1 AMOUNT OF ANNUITY PER-MOST RECENT-B-1 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W016A Ref 2000: G4130_1 PENSION TYPE B - ACCOUNT IWER: PROBE IF NECESSARY: Was that per month or year? PER: .................................................................................. 4. MONTH 6. YEAR 7. OTHER (SPECIFY) 8. DK (Don't Know) 9. RF (Refused) 18167 Blank. INAP (Inapplicable)
Ask: IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND (piWORKSTATUSJ020_WorkforPay <> YES)) AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND (piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR (piEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND ((K031_ <> NO) AND K031_ <> NONRESPONSE) AND (K034A <> EMPTY) AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND PENSIONLOOPSECK[i - 1].W001A <> EMPTY)) HL046_1 AMT OF PENS ROLLOVER-MOST RECENT-B-1 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W018A PENSION TYPE B - ACCOUNT How much did the rollover amount to? AMOUNT: .................................................................................. 8. DK (Don't Know) 9. RF (Refused) 18167 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)) AND (L006_ <> ONE) AND ((L031_ <> NO) AND L031_ <> NONRESPONSE) AND (i <= L033AOthEmpPensCntr.ORD) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((TRANSFERREDTONEWEMPLOYER IN W006B) AND (W006B.CARDINAL <> 1)) HL047_1 AMOUNT OF TRANSFER-MOST RECENT-B-1 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W019A PENSION TYPE B - ACCOUNT How much did the transfer amount to? AMOUNT: .................................................................................. 8. DK (Don't Know) 9. RF (Refused) 18167 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)) AND (L006_ <> ONE) AND ((L031_ <> NO) AND L031_ <> NONRESPONSE) AND (i <= L033AOthEmpPensCntr.ORD) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) HL048_1A DISPOSITION OF PENS-MOST RECENT-A-1-1 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.W021B Ref 2000: G4133001 PENSION TYPE A - FORMULA (Now, about the part of your pension where benefits are based on a formula.) Do you expect to receive benefits from this plan in the future, are you receiving benefits now, did you get a cash settlement when you left, did you lose your benefits, or what? IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP QUESTIONS .................................................................................. 4 1. EXPECT FUTURE BENEFITS 5 2. RECEIVING BENEFITS NOW 5 3. RECEIVED CASH SETTLEMENT 1 4. ROLLED OVER INTO IRA 2 6. LOST BENEFITS 7. OTHER (SPECIFY) 8. DK (Don't Know) 9. RF (Refused) 18150 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)) AND (L006_ <> ONE) AND ((L031_ <> NO) AND L031_ <> NONRESPONSE) AND (i <= L033AOthEmpPensCntr.ORD) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) HL048_1B DISPOSITION OF PENS-MOST RECENT-A-1-2 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.W021B Ref 2000: G4133001 PENSION TYPE A - FORMULA (Now, about the part of your pension where benefits are based on a formula.) Do you expect to receive benefits from this plan in the future, are you receiving benefits now, did you get a cash settlement when you left, did you lose your benefits, or what? IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP QUESTIONS .................................................................................. 1. EXPECT FUTURE BENEFITS 1 2. RECEIVING BENEFITS NOW 3. RECEIVED CASH SETTLEMENT 4. ROLLED OVER INTO IRA 6. LOST BENEFITS 7. OTHER (SPECIFY) 8. DK (Don't Know) 9. RF (Refused) 18166 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)) AND (L006_ <> ONE) AND ((L031_ <> NO) AND L031_ <> NONRESPONSE) AND (i <= L033AOthEmpPensCntr.ORD) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) HL048_1C DISPOSITION OF PENS-MOST RECENT-A-1-3 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.W021B Ref 2000: G4133001 PENSION TYPE A - FORMULA (Now, about the part of your pension where benefits are based on a formula.) Do you expect to receive benefits from this plan in the future, are you receiving benefits now, did you get a cash settlement when you left, did you lose your benefits, or what? IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP QUESTIONS .................................................................................. 1. EXPECT FUTURE BENEFITS 2. RECEIVING BENEFITS NOW 3. RECEIVED CASH SETTLEMENT 4. ROLLED OVER INTO IRA 6. LOST BENEFITS 7. OTHER (SPECIFY) 8. DK (Don't Know) 9. RF (Refused) 18167 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND (L006_ <> ONE) AND ((L031_ <> NO) AND L031_ <> NONRESPONSE) AND (i <= L033AOthEmpPensCntr.ORD) AND (RECEIVINGBENEFITSNOW IN W021B) HL049_1 MO START RECEIVE BENEFITS-MOST REC-A-1 Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.W023A Ref 2000: G4134_1 PENSION TYPE A - FORMULA In what month and year did you start to receive these benefits? MONTH: .................................................................................. 1 1. JANUARY 2. FEBRUARY 1 3. MARCH 4. APRIL 5. MAY 6. JUNE 1 7. JULY 1 8. AUGUST 9. SEPTEMBER 10. OCTOBER 11. NOVEMBER 12. DECEMBER 2 98. DK (Don't Know) 99. RF (Refused) 18161 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)) AND (L006_ <> ONE) AND ((L031_ <> NO) AND L031_ <> NONRESPONSE) AND (i <= L033AOthEmpPensCntr.ORD) AND (RECEIVINGBENEFITSNOW IN W021B) HL050_1 YR START RECEIVE BENEFITS-MOST REC-A-1 Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.W024A Ref 2000: G4135_1 PENSION TYPE A - FORMULA (In what month and year did you start to receive these benefits?) YEAR: .................................................................................. 5 1992-2001. Actual Value 1 9998. DK (Don't Know) 9999. RF (Refused) 18161 Blank. INAP (Inapplicable)
Ask: IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND (piWORKSTATUSJ020_WorkforPay <> YES)) AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND (piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR (piEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND ((K031_ <> NO) AND K031_ <> NONRESPONSE) AND (K034A <> EMPTY) AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND PENSIONLOOPSECK[i - 1].W001A <> EMPTY)) HL051_1 AMOUNT OF BENEFITS-MOST RECENT-1 Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.W025A Ref 2000: G4136_1 PENSION TYPE A - FORMULA How much are the benefits per month or year? IWER: DO NOT PROBE DK/RF AMOUNT: .................................................................................. 5 600-35000. Actual Value 99998. DK (Don't Know) 1 99999. RF (Refused) 18161 Blank. INAP (Inapplicable)
Ask: IF (piJ022_ <> ALLOTHS) AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD)) AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth <> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND (((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND (PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND (PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR (PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME)) AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL)) AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL)) AND (J087_TypePenPlanLoop <> EMPTY) AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <> EMPTY)) HL055_1 AMOUNT OF BENEFITS PER-MOST RECENT-1 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.W026A Ref 2000: G4137_1 PENSION TYPE A - FORMULA (How much are the benefits per month or year?) IWER: PROBE IF NECESSARY: Was that per month or year? PER: .................................................................................. 4 4. MONTH 1 6. YEAR 7. OTHER (SPECIFY) 8. DK (Don't Know) 9. RF (Refused) 18162 Blank. INAP (Inapplicable)
HL052_1 AMT OF PENS BENEFITS-MOST RECENT-MIN-1 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.J116_ J116_-J118_ Unfolding Sequence Question text: Do they amount to less than $______per month, more than $______per month, or what? PROCEDURE: UnFM_2Up1down BREAKPOINTS: 200, 400, 1200, 1600 .................................................................................. 1 0. Value of Breakpoint 18166 Blank. INAP (Inapplicable)
HL053_1 AMT OF PENS BENEFITS-MOST RECENT-MAX-1 Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.J117_ .................................................................................. 1 16000. Value of Breakpoint 18166 Blank. INAP (Inapplicable)
HL054_1 AMT OF PENS BENEFITS-MOST REC-RESULT-1 Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.J118_ .................................................................................. 97. Data Not Available 98. DK (Don't Know) 1 99. RF (Refused) 18166 Blank. INAP (Inapplicable)
Ask: IF (L006_ <> ONE) AND ((L031_ <> NO) AND L031_ <> NONRESPONSE) AND (i <= L033AOthEmpPensCntr.ORD) HL056_1 ADJUSTED FOR COST OF LIVING-MOST REC-1 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.W028A Ref 2000: G4139_1 PENSION TYPE A - FORMULA Are the benefits adjusted for changes in the cost of living? .................................................................................. 6 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 18161 Blank. INAP (Inapplicable)
Ask: IF (piRvarsZ076_ReIwR_V <> REIWR) AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND (piWORKSTATUSJ020_WorkforPay <> YES)) AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND (piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR (piEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND ((K031_ <> NO) AND K031_ <> NONRESPONSE) AND (K034A <> EMPTY) AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND PENSIONLOOPSECK[i - 1].W001A <> EMPTY)) HL057_1 EVER ADJ FOR COST OF LIVING-MOST REC-1 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.W029A PENSION TYPE A - FORMULA Have they ever been adjusted for changes in the cost of living? .................................................................................. 1. YES 5. NO 8. DK (Don't Know) 9. RF (Refused) 18167 Blank. INAP (Inapplicable)
Ask: IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE) AND (L030ARecJobCntr <> EMPTY) AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND PENSIONLOOP3SECL[i - 1].W001A <> EMPTY)) HL058_1 AMOUNT OF CASH SETTLEMENT-MOST RECENT-1 Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.W030A Ref 2000: G4141_1 PENSION TYPE A - FORMULA How much did the cash settlement amount to? IWER: DO NOT PROBE DK/RF AMOUNT: .................................................................................. 4 3000-30000. Actual Value 1 99998. DK (Don't Know) 99999. RF (Refused) 18162 Blank. INAP (Inapplicable)
HL059_1 AMT OF CASH SETTLEMENT-MOST REC-MIN-1 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.J123_ J123_-J125_ Unfolding Sequence Question text: Did it amount to a total of less than $______, more than $______, or what? PROCEDURE: UnFM_2Up1down BREAKPOINTS: 2000, 6000, 60000, 250000 .................................................................................. 1 0. Value of Breakpoint 18166 Blank. INAP (Inapplicable)
HL060_1 AMT OF CASH SETTLEMENT-MOST REC-MAX-1 Section: L Level: Respondent Type: Numeric Width: 7 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.J124_ .................................................................................. 1 2500000. Value of Breakpoint 18166 Blank. INAP (Inapplicable)
HL061_1 AMT CASH SETTLEMENT-MOST REC-RESULT-1 Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.J125_ .................................................................................. 97. Data Not Available 1 98. DK (Don't Know) 99. RF (Refused) 18166 Blank. INAP (Inapplicable)
Ask: IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND (piWORKSTATUSJ020_WorkforPay <> YES)) AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND (piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR (piEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND ((K031_ <> NO) AND K031_ <> NONRESPONSE) AND (K034A <> EMPTY) AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND PENSIONLOOPSECK[i - 1].W001A <> EMPTY)) HL062_1A WHAT R DID W/ CASH-MOST RECENT-1-1 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.W031B Ref 2000: G4142001 PENSION TYPE A - FORMULA What did you do with the money? .................................................................................. 1. BOUGHT DURABLES 3 2. SPENT IT 3. SAVED/INVESTED 4. PAID OFF DEBT 1 5. ROLLED INTO IRA 1 7. OTHER (SPECIFY) 8. DK (Don't Know) 9. RF (Refused) 18162 Blank. INAP (Inapplicable)
Ask: IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND (piWORKSTATUSJ020_WorkforPay <> YES)) AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND (piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR (piEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND ((K031_ <> NO) AND K031_ <> NONRESPONSE) AND (K034A <> EMPTY) AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND PENSIONLOOPSECK[i - 1].W001A <> EMPTY)) HL062_1B WHAT R DID W/ CASH-MOST RECENT-1-2 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.W031B Ref 2000: G4142001 PENSION TYPE A - FORMULA What did you do with the money? .................................................................................. 1. BOUGHT DURABLES 2. SPENT IT 3. SAVED/INVESTED 4. PAID OFF DEBT 1 5. ROLLED INTO IRA 7. OTHER (SPECIFY) 8. DK (Don't Know) 9. RF (Refused) 18166 Blank. INAP (Inapplicable)
Ask: IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND (piWORKSTATUSJ020_WorkforPay <> YES)) AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND (piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR (piEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND ((K031_ <> NO) AND K031_ <> NONRESPONSE) AND (K034A <> EMPTY) AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND PENSIONLOOPSECK[i - 1].W001A <> EMPTY)) HL062_1C WHAT R DID W/ CASH-MOST RECENT-1-3 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.W031B Ref 2000: G4142001 PENSION TYPE A - FORMULA What did you do with the money? .................................................................................. 1. BOUGHT DURABLES 2. SPENT IT 1 3. SAVED/INVESTED 4. PAID OFF DEBT 5. ROLLED INTO IRA 7. OTHER (SPECIFY) 8. DK (Don't Know) 9. RF (Refused) 18166 Blank. INAP (Inapplicable)
Ask: IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND (piWORKSTATUSJ020_WorkforPay <> YES)) AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND (piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR (piEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND ((K031_ <> NO) AND K031_ <> NONRESPONSE) AND (K034A <> EMPTY) AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND PENSIONLOOPSECK[i - 1].W001A <> EMPTY)) HL062_1D WHAT R DID W/ CASH-MOST RECENT-1-4 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.W031B Ref 2000: G4142001 PENSION TYPE A - FORMULA What did you do with the money? .................................................................................. 1. BOUGHT DURABLES 2. SPENT IT 3. SAVED/INVESTED 4. PAID OFF DEBT 5. ROLLED INTO IRA 7. OTHER (SPECIFY) 8. DK (Don't Know) 9. RF (Refused) 18167 Blank. INAP (Inapplicable)
Ask: IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND (piWORKSTATUSJ020_WorkforPay <> YES)) AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND (piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR (piEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND ((K031_ <> NO) AND K031_ <> NONRESPONSE) AND (K034A <> EMPTY) AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND PENSIONLOOPSECK[i - 1].W001A <> EMPTY)) HL063_1 AMOUNT OF ROLLOVER-MOST RECENT-A-1 Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.W033A Ref 2000: G4143_1 PENSION TYPE A - FORMULA IRA ROLLOVER How much did the rollover amount to? AMOUNT: .................................................................................. 1 150000. Actual Value 999998. DK (Don't Know) 999999. RF (Refused) 18166 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)) AND (L006_ <> ONE) AND ((L031_ <> NO) AND L031_ <> NONRESPONSE) AND (i <= L033AOthEmpPensCntr.ORD) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (EXPECTFUTUREBENEFITS IN W021B) AND (piWhichSection <> 1) HL064_1 NUMBER OF YEARS IN PLAN-MOST RECENT-1 Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.W034A Ref 2000: G4144_1 PENSION TYPE A - FORMULA How many years altogether were you included in this plan? IWER: INCLUDE YEARS WITH OTHER EMPLOYERS IF SAME PLAN ROUND THE VALUE TO THE NEAREST YEAR 0-50 YEARS .................................................................................. 3 1-14. Actual Value 1 98. DK (Don't Know) 99. RF (Refused) 18163 Blank. INAP (Inapplicable)
Ask: IF (piJ022_ <> ALLOTHS) AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD)) AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth <> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND (((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND (PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND (PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR (PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME)) AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL)) AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL)) AND (J087_TypePenPlanLoop <> EMPTY) AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <> EMPTY)) HL065_1 AGE EXPECT TO REC BENEFITS-MOST REC-1 Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.W035A Ref 2000: G4145_1 PENSION TYPE A - FORMULA At what age do you expect to start receiving (the rest of your) benefits from this plan? 40-94 AGE 96 ALREADY RECEIVING ALL BENEFITS .................................................................................. 4 62-75. Age 96. ALREADY RECEIVING ALL BENEFITS 98. DK (Don't Know) 99. RF (Refused) 18163 Blank. INAP (Inapplicable)
Ask: IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE) AND (L030ARecJobCntr <> EMPTY) AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND PENSIONLOOP3SECL[i - 1].W001A <> EMPTY)) HL066_1 FORM OF EXPECTED BENEFITS-MOST RECENT-1 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.W036A Ref 2000: G4146_1 PENSION TYPE A - FORMULA About how much do you expect these benefits to be, either as a percent of your pay when you left that job, or as an amount per month or year when you start receiving them? .................................................................................. 1 1. PERCENT OF PAY 3 2. AMOUNT PER MONTH/YEAR 3. LUMP SUM 8. DK (Don't Know) 9. RF (Refused) 18163 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)) AND (L006_ <> ONE) AND ((L031_ <> NO) AND L031_ <> NONRESPONSE) AND (i <= L033AOthEmpPensCntr.ORD) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (EXPECTFUTUREBENEFITS IN W021B) AND (piSecAStartInterviewA009_SelfPrxy = SLF) AND (W035A <> NONRESPONSE) AND (W035A <> 96) AND (W036A = PERCENTOFPAY) HL067_1 EXPECTED BEN-PCT FINAL PAY-MOST REC-1 Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.W037A Ref 2000: G4147_1 PENSION TYPE A - FORMULA IWER: ENTER THE PERCENT OF FINAL PAY 1-100 PERCENT PERCENT: .................................................................................. 1 25. Actual Value 998. DK (Don't Know) 999. RF (Refused) 18166 Blank. INAP (Inapplicable)
Ask: IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE) AND (L030ARecJobCntr <> EMPTY) AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND PENSIONLOOP3SECL[i - 1].W001A <> EMPTY)) HL068_1 AMT OF EXPECTED BENEFITS-MOST RECENT-1 Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.W038A Ref 2000: G4148_1 PENSION TYPE A - FORMULA IWER: PROBE IF NECESSARY: How much do you expect to receive? DO NOT PROBE DK/RF AMOUNT: .................................................................................. 1 735. Amount 2 998. DK (Don't Know) 999. RF (Refused) 18164 Blank. INAP (Inapplicable)
Ask: IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE) AND (L030ARecJobCntr <> EMPTY) AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND PENSIONLOOP3SECL[i - 1].W001A <> EMPTY)) HL072_1 EXPECTED BENEFITS PER-MOST RECENT-1 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.W039A Ref 2000: G4149_1 PENSION TYPE A - FORMULA IWER: PROBE IF NECESSARY: Was that per month or year? PER: .................................................................................. 1 4. MONTH 6. YEAR 7. OTHER (SPECIFY) 8. DK (Don't Know) 9. RF (Refused) 18166 Blank. INAP (Inapplicable)
HL069_1 AMT OF EXPECTED BENEFITS-MOST REC-MIN-1 Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.J133_ J133_-J135_ Unfolding Sequence Question text: Do you expect a total of less than $______per year, more than $______per year, or what? PROCEDURE: UnFM_2Up1down BREAKPOINTS: 500, 1000, 2000, 3000 .................................................................................. 1 501. Value of Breakpoint 1 3001. Value of Breakpoint 18165 Blank. INAP (Inapplicable)
HL070_1 AMT OF EXPECTED BENEFITS-MOST REC-MAX-1 Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.J134_ .................................................................................. 1 999. Value of Breakpoint 1 30000. Value of Breakpoint 18165 Blank. INAP (Inapplicable)
HL071_1 AMT OF EXPECTED BENEFITS-MOST REC-RES-1 Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.J135_ .................................................................................. 97. Data Not Available 98. DK (Don't Know) 99. RF (Refused) 18167 Blank. INAP (Inapplicable)
Ask: IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND (piWORKSTATUSJ020_WorkforPay <> YES)) AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND (piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR (piEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND ((K031_ <> NO) AND K031_ <> NONRESPONSE) AND (K034A <> EMPTY) AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND PENSIONLOOPSECK[i - 1].W001A <> EMPTY)) HL073_1 EXPECTED BENEFITS-LUMP SUM-MOST REC-1 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.W041A Ref 2000: G4151_1 PENSION TYPE A - FORMULA IWER: ENTER LUMP SUM AMOUNT AMOUNT: .................................................................................. 8. DK (Don't Know) 9. RF (Refused) 18167 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)) AND (L006_ <> ONE) AND ((L031_ <> NO) AND L031_ <> NONRESPONSE) AND (i <= L033AOthEmpPensCntr.ORD) AND ((piWhichSection < 4) AND (W001A <> REFUSAL)) HL074_1 EARLIEST AGE LEAVE/REC PENS-MOST REC-1 Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: PENSIONBLOCK.W042EarlyAgeRecPen Ref 2000: G4163_1 What is the earliest age at which you could have left that job and begun to receive pension benefits from this plan? 1-80 AGE 95 NO AGE REQUIREMENT .................................................................................. ----------------------------------------------------------------- N Min Max Mean SD Miss 16 38 65 56.25 7.90 18139 ----------------------------------------------------------------- 4 95. NO AGE REQUIREMENT 8 98. DK (Don't Know) 99. RF (Refused)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)) AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE) AND (L030ARecJobCntr <> EMPTY) AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND PENSIONLOOP3SECL[i - 1].W001A <> EMPTY)) HL031_2 TYPE OF PENSION PLAN-MOST RECENT-2 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK.W001A Ref 2000: G4120_2 (I would like to know about the type of the most important pension or retirement plan you had./Now I have some questions about the next most important of these plans.) I would like to know what type of plan this was. (In some retirement plans, call them Type A, benefits are usually based on a formula involving age, years of service and salary. In other plans, call them Type B, money is accumulated in an account for you.) Was your plan Type A or Type B? IWER: 401-K, 403-B, ESOP, SRA, THRIFT/SAVINGS, STOCK/PROFIT SHARING, MONEY PURCHASE PLANS, AND CASH BALANCE PLANS ARE ALL TYPE B RETIREMENT PLANS TYPE A PLANS ARE OFTEN CALLED 'DEFINED BENEFIT' PLANS TYPE B PLANS ARE OFTEN CALLED 'DEFINED CONTRIBUTION' .................................................................................. 4 1. TYPE A 1 2. TYPE B 3. BOTH TYPES 8. DK (Don't Know) 9. RF (Refused) 18162 Blank. INAP (Inapplicable)
Ask: IF (piJ022_ <> ALLOTHS) AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD)) AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth <> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND (((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND (PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND (PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR (PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME)) AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL)) AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL)) AND (J087_TypePenPlanLoop <> EMPTY) AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <> EMPTY)) HL032_2 AMT IN PENS WHEN LEFT-MOST RECENT-B-2 Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W002A Ref 2000: G4121_2 PENSION TYPE B - ACCOUNT (For this part of your pension where money is accumulated in an account, how /How) much money was in your account when you left that (business/employer/job)? IWER: DO NOT PROBE DK/RF AMOUNT: .................................................................................. 1 5000. Actual Value 9998. DK (Don't Know) 9999. RF (Refused) 18166 Blank. INAP (Inapplicable)
HL033_2 AMT IN PENS WHEN LEFT-MOST REC-B-MIN-2 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W003A W003A-W005A Unfolding Sequence Question text: Did it amount to a total of less than $______, more than $______, or what? PROCEDURE: UnFM_2Up1Down BREAKPOINTS: 5000, 20000, 50000, 150000 .................................................................................. 18167 Blank. INAP (Inapplicable)
HL034_2 AMT IN PENS WHEN LEFT-MOST REC-B-MAX-2 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W004A .................................................................................. 18167 Blank. INAP (Inapplicable)
HL035_2 AMT IN PENS WHEN LEFT-MOST REC-B-RES-2 Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W005A .................................................................................. 97. Data Not Available 98. DK (Don't Know) 99. RF (Refused) 18167 Blank. INAP (Inapplicable)
Ask: IF (piRvarsZ076_ReIwR_V <> REIWR) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE) AND (L030ARecJobCntr <> EMPTY) AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND PENSIONLOOP3SECL[i - 1].W001A <> EMPTY)) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) HL036_2A DISPOSITION OF PENSION-MOST RECENT-B-2-1 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W006B Ref 2000: G4122_2 PENSION TYPE B - ACCOUNT When you left that (business/employer/job), did you withdraw the money, roll it over into an IRA, leave it to accumulate in the old plan, convert it to an annuity, or what? IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP QUESTIONS .................................................................................. 1 1. WITHDREW THE MONEY 2. ROLLED OVER INTO IRA 3. LEFT TO ACCUMULATE 4. CONVERT TO ANNUITY 5. TRANSFERRED TO NEW EMPLOYER 6. LOST BENEFITS 7. OTHER (SPECIFY) 8. DK (Don't Know) 9. RF (Refused) 18166 Blank. INAP (Inapplicable)
Ask: IF (piRvarsZ076_ReIwR_V <> REIWR) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE) AND (L030ARecJobCntr <> EMPTY) AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND PENSIONLOOP3SECL[i - 1].W001A <> EMPTY)) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) HL036_2B DISPOSITION OF PENSION-MOST RECENT-B-2-2 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W006B Ref 2000: G4122_2 PENSION TYPE B - ACCOUNT When you left that (business/employer/job), did you withdraw the money, roll it over into an IRA, leave it to accumulate in the old plan, convert it to an annuity, or what? IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP QUESTIONS .................................................................................. 1. WITHDREW THE MONEY 2. ROLLED OVER INTO IRA 3. LEFT TO ACCUMULATE 4. CONVERT TO ANNUITY 5. TRANSFERRED TO NEW EMPLOYER 6. LOST BENEFITS 7. OTHER (SPECIFY) 8. DK (Don't Know) 9. RF (Refused) 18167 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)) AND (L006_ <> ONE) AND ((L031_ <> NO) AND L031_ <> NONRESPONSE) AND (i <= L033AOthEmpPensCntr.ORD) AND (W006B.CARDINAL <> 1) HL037_2 AMT LEFT IN OLD ACCT-MOST RECENT-B-2 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W008A PENSION TYPE B - ACCOUNT How much money did you leave in the old account to accumulate? .................................................................................. 8. DK (Don't Know) 9. RF (Refused) 18167 Blank. INAP (Inapplicable)
Ask: IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND (piWORKSTATUSJ020_WorkforPay <> YES)) AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND (piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR (piEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)) AND ((K031_ <> NO) AND K031_ <> NONRESPONSE) AND (K034A <> EMPTY) AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND PENSIONLOOPSECK[i - 1].W001A <> EMPTY)) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) HL038_2 AMOUNT IN PENSION NOW-MOST RECENT-B-2 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W009A Ref 2000: G4123_2 PENSION TYPE B - ACCOUNT How much is in that account now? IWER: DO NOT PROBE DK/RF AMOUNT: .................................................................................. 8. DK (Don't Know) 9. RF (Refused) 18167 Blank. INAP (Inapplicable)
HL039_2 AMT IN PENSION NOW-MOST RECENT-B -MIN-2 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W010A W010A-W012A Unfolding Sequence Question text: Does it amount to less than $______, more than $______, or what? PROCEDURE: UnFM_2Up1Down BREAKPOINTS: 5000, 20000, 50000, 150000 .................................................................................. 18167 Blank. INAP (Inapplicable)
HL040_2 AMT IN PENSION NOW-MOST RECENT-B -MAX-2 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W011A .................................................................................. 18167 Blank. INAP (Inapplicable)
HL041_2 AMT IN PENS NOW-MOST RENCENT-B-RESULT-2 Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W012A .................................................................................. 97. Data Not Available 98. DK (Don't Know) 99. RF (Refused) 18167 Blank. INAP (Inapplicable)
Ask: IF (piJ022_ <> ALLOTHS) AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD)) AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth <> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND (((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND (PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND (PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR (PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME)) AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL)) AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL)) AND (J087_TypePenPlanLoop <> EMPTY) AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <> EMPTY)) HL042_2 AMT CONVERTED TO ANNUITY-MOST REC-B-2 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W013A PENSION TYPE B - ACCOUNT How much did you convert to annuity? AMOUNT: .................................................................................. 8. DK (Don't Know) 9. RF (Refused) 18167 Blank. INAP (Inapplicable)
Ask: IF (piRvarsZ076_ReIwR_V <> REIWR) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)) AND (L006_ <> ONE) AND ((L031_ <> NO) AND L031_ <> NONRESPONSE) AND (i <= L033AOthEmpPensCntr.ORD) HL043_2 AGE ANNUITY STARTED-MOST RECENT-B-2 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W014A Ref 2000: G4128_2 PENSION TYPE B - ACCOUNT How old were you when you started receiving the benefits from that annuity? IWER: IF R INDICATES BENEFITS HAVE NOT YET STARTED, ASK AT WHAT AGE THEY WILL BEGIN, AND NOTE THIS IN COMMENT BOX .................................................................................. 8. DK (Don't Know) 9. RF (Refused) 18167 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE) AND (L030ARecJobCntr <> EMPTY) AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND PENSIONLOOP3SECL[i - 1].W001A <> EMPTY)) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) HL044_2 AMOUNT OF ANNUITY-MOST RECENT-B-2 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W015A Ref 2000: G4129_2 PENSION TYPE B - ACCOUNT How much are the benefits per month or year? IWER: IF BENEFITS HAVE NOT YET STARTED, RECORD WHAT BENEFITS WILL BE AMOUNT: .................................................................................. 8. DK (Don't Know) 9. RF (Refused) 18167 Blank. INAP (Inapplicable)
Ask: IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE) AND (L030ARecJobCntr <> EMPTY) AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND PENSIONLOOP3SECL[i - 1].W001A <> EMPTY)) AND (CONVERTTOANNUITY IN W006B) AND (((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL)) HL045_2 AMOUNT OF ANNUITY PER-MOST RECENT-B-2 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W016A Ref 2000: G4130_2 PENSION TYPE B - ACCOUNT IWER: PROBE IF NECESSARY: Was that per month or year? PER: .................................................................................. 4. MONTH 6. YEAR 7. OTHER (SPECIFY) 8. DK (Don't Know) 9. RF (Refused) 18167 Blank. INAP (Inapplicable)
Ask: IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND (piWORKSTATUSJ020_WorkforPay <> YES)) AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND (piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR (piEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND ((K031_ <> NO) AND K031_ <> NONRESPONSE) AND (K034A <> EMPTY) AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND PENSIONLOOPSECK[i - 1].W001A <> EMPTY)) HL046_2 AMT OF PENS ROLLOVER-MOST RECENT-B-2 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W018A PENSION TYPE B - ACCOUNT How much did the rollover amount to? AMOUNT: .................................................................................. 8. DK (Don't Know) 9. RF (Refused) 18167 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND (piRvarsZ076_ReIwR_V <> REIWR) AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND (piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR (piSecKEMPHISTORYK005_YrsAgoWrkPay > 20))) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)) AND (L006_ <> ONE) AND ((L031_ <> NO) AND L031_ <> NONRESPONSE) AND (i <= L033AOthEmpPensCntr.ORD) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((TRANSFERREDTONEWEMPLOYER IN W006B) AND (W006B.CARDINAL <> 1)) HL047_2 AMOUNT OF TRANSFER-MOST RECENT-B-2 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEB.W019A PENSION TYPE B - ACCOUNT How much did the transfer amount to? AMOUNT: .................................................................................. 8. DK (Don't Know) 9. RF (Refused) 18167 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)) AND (L006_ <> ONE) AND ((L031_ <> NO) AND L031_ <> NONRESPONSE) AND (i <= L033AOthEmpPensCntr.ORD) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) HL048_2A DISPOSITION OF PENS-MOST RECENT-A-2-1 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.W021B Ref 2000: G4133007 PENSION TYPE A - FORMULA (Now, about the part of your pension where benefits are based on a formula.) Do you expect to receive benefits from this plan in the future, are you receiving benefits now, did you get a cash settlement when you left, did you lose your benefits, or what? IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP QUESTIONS .................................................................................. 2 1. EXPECT FUTURE BENEFITS 1 2. RECEIVING BENEFITS NOW 1 3. RECEIVED CASH SETTLEMENT 4. ROLLED OVER INTO IRA 6. LOST BENEFITS 7. OTHER (SPECIFY) 8. DK (Don't Know) 9. RF (Refused) 18163 Blank. INAP (Inapplicable)
Ask: IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE) AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)) AND ((L005_ <> NO) AND L005_ <> NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)) AND (L006_ <> ONE) AND ((L031_ <> NO) AND L031_ <> NONRESPONSE) AND (i <= L033AOthEmpPensCntr.ORD) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) HL048_2B DISPOSITION OF PENS-MOST RECENT-A-2-2 Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: PENSIONBLOCK_TYPEA.W021B Ref 2000: G4133007 PENSION TYPE A - FORMULA (Now, about the part of your pension where benefits are based on a formula.) Do you expect to receive ben