| HRS 1992 (Wave 1) Documentation |
[End of this section] [Table of Contents] [Previous Section] [Next Section]
Section H: Job History VAR # _____ 3601 H1. Besides (your current job/the job you just told me 13601 about), have you worked for any other employer for at least 5 years or more, including self-employment? [IMPUTED] ____________________________________________________________ 1. Yes 5. No [Inap in V3602-V3649, V3701-V3735, V3801-V3835] 8. DK [Inap in V3602-V3649, V3701-V3735, V3801-V3835] 9. NA [Inap in V3602-V3649, V3701-V3735, V3801-V3835] 0. Inap, 5, 8-9 in V3401; 1 in V3404 V3601 Code Frequency --------------------- 0 992 1 6330 5 5330 3602 H2. For how many such employers have you worked? ____________________________________________________________ 1. One 2. Two 3. Three 4. Four 5. Five or more 8. DK 9. NA 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601 V3602 Code Frequency --------------------- 0 6337 1 3884 2 1535 3 592 4 179 5 121 8 1 9 3 I want to ask about the most recent such employer. 3603 H3. (Were you working for someone else, were you self- employed, or what?) [NOTE: If R says "I ran my own business", mark self-employed.] ____________________________________________________________ 1. Someone else 2. Self-employed 8. DK 9. NA 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601 V3603 Code Frequency --------------------- 0 6337 1 5721 2 580 9 14 H3a. For whom did you work? [What is the (company's/ organization's) name?] ____________________________________________________________ [NOTE: Mark box H4a and record employer's name on the data card, Side 1 ("previous job")] 3604 H4. When did you start working for (that employer/ yourself)? ____________________________________________________________ Code YEAR (1920-1993) 9998. DK 9999. NA 0000. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3604 6188 1967.47 10.20 1924.00 1993.00 3605 H5. What kind of business or industry did you work in -- that is, what did they make or do at the place where you worked? ____________________________________________________________ [NOTE: These data have been masked for confidentiality. The values in parentheses indicate the original U.S. Census codes, as found in the Master Codes section of the codebook.] 001. Agriculture, Forestry, Fishing (010-031) 002. Mining and Construction (040-060) 003. Manufacturing: Non-durable (100-222) 004. Manufacturing: Durable (230-392) 005. Transportation (400-572) 006. Wholesale (500-571) 007. Retail (580-691) 008. Finance, Insurance, and Real Estate (700-712) 009. Business and Repair Services (721-760) 010. Personal Services (761-791) 011. Entertainment and Recreation (800-802) 012. Professional and Related Services (812-892) 013. Public Administration (900) 999. NA; missing 000. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601 V3605 Code Frequency --------------------- 0 6337 1 137 2 472 3 647 4 901 5 448 6 288 7 941 8 400 9 269 10 206 11 67 12 1060 13 424 999 55 3606 H5a. What was the official title of your job? (The title that your employer used?) H6. What sort of work did you do on that job? (Tell me a little more about what you did.) ____________________________________________________________ [NOTE: These data have been masked for confidentiality. The values in parentheses indicate the original U.S. Census codes, as found in the Master Codes section of the codebook.] 001. Managerial specialty operation (003-037) 002. Professional specialty operation and technical support (043-235) 003. Sales (243-285) 004. Clerical, administrative support (303-389) 005. Service: private household, cleaning and building services (403-407) 006. Service: protection (413-427) 007. Service: food preparation (433-444) 008. Health services (445-447) 009. Personal services (448-469) 010. Farming, forestry, fishing (473-499) 011. Mechanics and repair (503-549) 012. Construction trade and extractors (553-617) 013. Precision production (633-699) 014. Operators: machine (703-799) 015. Operators: transport, etc. (803-859) 016. Operators: handlers, etc. (863-889) 017. Member of Armed Forces (900) 999. NA; missing 000. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601 V3606 Code Frequency --------------------- 0 6337 1 938 2 787 3 682 4 991 5 27 6 77 7 198 8 105 9 219 10 131 11 237 12 241 13 285 14 624 15 351 16 207 17 188 999 27 3607 H7. When did you (leave that employer/stop working for yourself)? ____________________________________________________________ Code YEAR (1920-1993) 9996. Still have this job 9998. DK 9999. NA 0000. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3607 6230 1979.25 9.23 1931.00 1993.00 3608 H8. During your last full year at that job, how many hours a week did you usually work? ____________________________________________________________ Code HOURS/WEEK (01-95) 95. 95 or more 98. DK 99. NA 00. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3608 6214 43.24 12.61 1.00 95.00 3609 H9. [READ SLOWLY:] Counting paid vacations as weeks of work, how many weeks did you work that year? ____________________________________________________________ Code # WEEKS (01-52) 98. DK 99. NA 00. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3609 6220 49.00 8.72 1.00 52.00 3610 H10. How much were you earning, before taxes and other 13610 deductions, that year? (Is that per hour, week, month, or year?) [IMPUTED] ____________________________________________________________ Code actual negative $ amount (- XXX XXX) or 0 000 000. Nothing, or Code actual $ amount (0 000 001 - 9 999 979) or from Range Card (9 999 980 - 9 999 989) 9 999 995. Negative, DK/NA amount 9 999 996. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601 9 999 998. DK 9 999 999. NA Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3610 6324 12804.54 26284.67 -40000.00 800000.00 3611 H10. PER [IMPUTED] 13611 ____________________________________________________________ 1. Hour 2. Week 3. Every 2 weeks 4. Month 6. Year 9. NA (incl. DK amount) 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601 V3611 Code Frequency --------------------- 0 6360 1 1981 2 1071 3 47 4 499 6 2691 9 3 H11. Why did you leave? (Did the business close, were you laid off or let go, did you find a better job, did you leave to take care of family members, or what?) [NOTE: Do not probe but check all that apply.] 3612 H11. A. BUSINESS CLOSED ____________________________________________________________ [NOTE: If item checked by I'wer, do not recode to 2, 3, etc. (leave coded as 1) exc. for OTHER.] 1. Checked 2. From 'OTHER': Business moved or was sold (include own) 5. Not checked 9. DK/NA to entire QH11 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601 V3612 Code Frequency --------------------- 0 6338 1 1175 2 222 5 4888 9 29 3613 H11. B. LAID OFF/LET GO ____________________________________________________________ 1. Checked 2. From 'OTHER': Temp. or seasonal job ended; "contract over" 5. Not checked 9. DK/NA to entire QH11 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601 V3613 Code Frequency --------------------- 0 6338 1 628 2 48 5 5609 9 29 3614 H11. C. POOR HEALTH/DISABLED ____________________________________________________________ 1. Checked 5. Not checked 9. DK/NA to entire QH11 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601 V3614 Code Frequency --------------------- 0 6338 1 279 5 6006 9 29 3615 H11. D. FAMILY CARE ____________________________________________________________ 1. Checked 2. From 'OTHER': Marriage; spouse's wishes 3. From 'OTHER' Pregnancy; child care 5. Not checked 9. DK/NA to entire QH11 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601 V3615 Code Frequency --------------------- 0 6338 1 340 2 64 3 76 5 5805 9 29 3616 H11. E. BETTER JOB ____________________________________________________________ 1. Checked 2. From 'OTHER': Start own business 3. From 'OTHER': Attend school/get training 5. Not checked 9. DK/NA to entire QH11 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601 V3616 Code Frequency --------------------- 0 6337 1 1242 2 167 3 50 5 4827 9 29 3617 H11. F. QUIT ____________________________________________________________ 1. Checked 2. From 'OTHER': Bored/burnout/didn't like the work/wanted a change 3. From 'OTHER': Problems with supervisor/boss or co-worker 4. From 'OTHER': Lack of pay/work hours/promotions or benefits 5. Not checked 9. DK/NA to entire QH11 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601 V3617 Code Frequency --------------------- 0 6337 1 790 2 178 3 87 4 103 5 5127 9 30 3618 H11. G. RETIRED ____________________________________________________________ 1. Checked 5. Not checked 9. DK/NA to entire QH11 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601 V3618 Code Frequency --------------------- 0 6338 1 557 5 5728 9 29 3619 H11. H. OTHER (SPECIFY) ____________________________________________________________ 1. Checked (include 'tired of traveling'; 'asked to transfer again') [NOTE: Make Card] 2. R/Family moved; "moved"--NFS 3. Strike 4. Divorce 5. Not checked 6. Transportation/distance to work 7. Haven't left; still have this job (incl. transfer to new part of company) 8. Personal problems - NFS 9. DK/NA to entire QH11 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601 V3619 Code Frequency --------------------- 0 6337 1 104 2 451 3 12 4 14 5 5624 6 23 7 44 8 12 9 31 3620 H12. Were you included in a pension or retirement plan, 13620 or in any tax-deferred savings plan, when you worked for (that employer/yourself)? [IMPUTED] ____________________________________________________________ 1. Yes 3. Pension followed R to CURR/LAST job (edited) [Inap in V3621-V3649] 5. No [Inap in V3621-V3649] 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601 V3620 Code Frequency --------------------- 0 6322 1 2839 3 92 5 3399 3621 H13. (RB, TOP OF P.8) I would like to know what type of plan this was. In some retirement plans, Type A, benefits are usually based on a formula involving age, years of service, and salary. In other plans, Type B, money is accumulated in an account for you. Was your plan Type A or Type B? ____________________________________________________________ 1. Type A [Inap in V3622, V3643-V3648] 2. Type B [Inap in V3622-V3642] 3. Both types [Inap in V3643-V3648] 8. DK [Inap in V3622, V3643-V3648] 9. NA [Inap in V3622, V3643-V3648] 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620 V3621 Code Frequency --------------------- 0 9826 1 1723 2 776 3 154 8 160 9 13 3622 H13a. How much money was in your account when you left that employer? ____________________________________________________________ Code actual $ amount (0 000 001 - 9 999 979) or from Range Card (9 999 980 - 9 999 989) 0 000 000. Nothing; not in plan long enough 9 999 996. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 1-2, 8-9 in V3621 9 999 998. DK 9 999 999. NA Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3622 121 64902.64 122474.79 1.00 1000000.00 H14. 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? [NOTE: Do not probe but check all that apply and ask all appropriate follow-up questions. If more than 1 box is checked, follow the skips for the first box marked.] 3623 H14. A. EXPECT FUTURE BENEFITS ____________________________________________________________ 1. Checked 5. Not checked [Inap in V3638-V3642] 8. DK to entire QH14 [Inap in V3638-V3642] 9. NA to entire QH14 [Inap in V3638-V3642] 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 2 in V3621 V3623 Code Frequency --------------------- 0 10602 1 537 5 1496 8 12 9 5 3624 H14. B. RECEIVING BENEFITS NOW [IMPUTED] 13625 ____________________________________________________________ 1. Checked 5. Not checked [Inap in V3629-V3634] 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 2 in V3621 V3624 Code Frequency --------------------- 0 10595 1 645 5 1412 3625 H14. C. RECEIVED CASH SETTLEMENT [IMPUTED] 13625 ____________________________________________________________ 1. Checked 5. Not checked [Inap in V3635-V3636] 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 2 in V3621 V3625 Code Frequency --------------------- 0 10595 1 607 5 1450 3626 H14. D. ROLLED OVER INTO IRA ____________________________________________________________ 1. Checked 5. Not checked [Inap in V3637] 8. DK to entire QH14 [Inap in V3637] 9. NA to entire QH14 [Inap in V3637] 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 2 in V3621 V3626 Code Frequency --------------------- 0 10602 1 30 5 2003 8 12 9 5 3627 H14. E. LOST BENEFITS ____________________________________________________________ 1. Checked 5. Not checked 8. DK 9. NA 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 2 in V3621 V3627 Code Frequency --------------------- 0 10602 1 288 5 1745 8 12 9 5 3628 H14. F. OTHER (SPECIFY:) ____________________________________________________________ 1. Checked [NOTE: Make Card] 2. Transferred to new employer 3. Waived pension benefits in exchange for other compensation (disability, VA, etc.) 4. Decision on benefits pending or in litigation 5. Not checked 8. DK to entire QH14 9. NA to entire QH14 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 2 in V3621 V3628 Code Frequency --------------------- 0 10602 1 3 2 21 3 2 4 3 5 2002 8 14 9 5 3629 H14a. In what month and year did you start to receive these benefits?--MONTH ____________________________________________________________ Code MONTH (01-12) 98. DK 99. NA 00. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 2 in V3621; V3624 not equal to 1 V3629 Code Frequency --------------------- 0 12013 1 70 2 34 3 40 4 32 5 30 6 55 7 79 8 68 9 63 10 33 11 38 12 40 98 19 99 38 3630 H14a. In what month and year did you start to receive these benefits?--YEAR ____________________________________________________________ Code YEAR (1920-1993) 9998. DK 9999. NA 0000. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 2 in V3621; V3624 not equal to 1 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3630 635 1984.70 6.51 1957.00 1992.00 3631 H14b. How much are the benefits per month or year? 13631 [IMPUTED] ____________________________________________________________ Code actual $ amount (00001-99979) 00000. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 2 in V3621; V3624 not equal to 1 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3631 645 5512.76 10673.34 15.00 72500.00 3632 H14b. PER [IMPUTED] 13632 ____________________________________________________________ 4. Month 6. Year 9. NA (incl. DK amount) 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 2 in V3621; V3624 not equal to 1 V3632 Code Frequency --------------------- 0 12007 4 500 6 145 3633 H14c. Are the benefits adjusted for changes in the cost of living? ____________________________________________________________ 1. Yes [Inap in V3634] 5. No 8. DK 9. NA 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 2 in V3621; V3624 not equal to 1 V3633 Code Frequency --------------------- 0 12013 1 348 5 274 8 3 9 14 3634 H14d. Have they ever been adjusted for changes in the cost of living? ____________________________________________________________ 1. Yes 5. No 8. DK 9. NA 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 2 in V3621; V3624 not equal to 1; 1 in V3633 V3634 Code Frequency --------------------- 0 12361 1 31 5 245 8 1 9 14 3635 H14e. How much did that amount to? [IMPUTED] 13635 ____________________________________________________________ Code actual $ amount (0 000 001 - 9 999 979) 0 000 000. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 2 in V3621; V3625 not equal to 1 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3635 607 17870.38 58026.89 46.00 1000000.00 3636 H14f. What did you do with the money? ____________________________________________________________ 1. Spent it (incl. bought durables) 2. Saved/invested (incl. combination of 2 & 4) 3. Paid off debt 4. Rolled into IRA 6. Other combination of 2 or more 7. Other 8. DK 9. NA 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 2 in V3621; V3625 not equal to 1 V3636 Code Frequency --------------------- 0 12053 1 262 2 127 3 79 4 93 6 7 8 2 9 29 3637 H14g. How much did that amount to? ____________________________________________________________ Code actual $ amount (0 000 001 - 9 999 979) or from Range Card (9 999 980 - 9 999 989) 9 999 998. DK 9 999 999. NA 0 000 000. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 2 in V3621; V3626 not equal to 1 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3637 27 67267.44 190866.62 2000.00 1000000.00 3638 H15. For how many years altogether were you included in this plan? [NOTE: Include years with other employers if same plan.] ____________________________________________________________ Code # YEARS (01-50) 98. DK 99. NA 00. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 2 in V3621; V3623 not equal to 1 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3638 523 14.48 7.22 1.00 37.00 3639 H16. At what age do you expect to start receiving (the rest of your) benefits from this plan? ____________________________________________________________ Code AGE (35-70) 96. Already receiving all benefits [Inap in V3640-V3648] 98. DK 99. NA 00. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 2 in V3621; V3623 not equal to 1 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3639 497 62.26 3.42 50.00 70.00 3640 H17. About how much do you expect these benefits to be? (As a proportion of your pay when you left that job, or as an amount per month or year when you start receiving them?) --DOLLARS ____________________________________________________________ Code actual $ amount (0 000 001 - 9 999 979) or from Range Card (9 999 980 - 9 999 989) 9 999 998. DK 9 999 999. NA 0 000 000. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 2 in V3621; V3623 not equal to 1; 96 in V3639; R answers in PERCENT Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3640 327 3811.64 18249.05 6.00 200000.00 3641 H17. PER ____________________________________________________________ 4. Month 6. Year 8. Lump sum; one time payment 9. NA (incl. DK amount) 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 2 in V3621; V3623 not equal to 1; 96 in V3639; R answers in PERCENT V3641 Code Frequency --------------------- 0 12145 4 295 6 14 8 17 9 181 3642 H17. About how much do you expect these benefits to be? (As a proportion of your pay when you left that job, or as an amount per month or year when you start receiving them?) --% OF FINAL PAY ____________________________________________________________ Code % OF FINAL PAY to 2 decimal places (00050-10000) 99998. DK 99999. NA 00000. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 2 in V3621; V3623 not equal to 1; R answers in DOLLARS Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3642 15 5540.00 2541.60 1500.00 10000.00 3643 H18. How much money was in your account when you left that employer? ____________________________________________________________ Code actual $ amount (0 000 001 - 9 999 979) or from Range Card (9 999 980 - 9 999 989) 0 000 000. Nothing 9 999 996. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 1, 3, 8-9 in V3621; 96 in V3639 9 999 998. DK 9 999 999. NA Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3643 572 20312.23 58068.79 0.00 750000.00 3644 H19. When you left that employer, did you transfer your account to a new employer, roll it over into an IRA, leave it to accumulate in your old plan, convert it to an annuity, or what? [NOTE: Do not probe but if more than one response given, check Box 7 and record all details.] ____________________________________________________________ 01. Transferred to new employer [Inap in V3645-V3648] 02. Rolled over into IRA [Inap in V3646-V3648] 03. Left to accumulate [Inap in V3646-V3648] 04. Convert to annuity [Inap in V3645] 51. Cash settlement--spent [Inap in V3645-V3648] 52. Cash settlement--saved or invested (exc. 54) (incl. home purchase) [Inap in V3645-V3648] 53. Cash settlement--paid debts or bills [Inap in V3645-V3648] 54. Cash settlement--rolled over into IRA [Inap in V3645-V3648] 55. Cash settlement--NA what R did with the money [Inap in V3645-V3648] 91. Decision pending; pension rights not yet settled with old employer [Inap in V3645-V3648] 92. Lost benefits [Inap in V3645-V3648] 97. OTHER [PLEASE DESCRIBE FULLY] (incl. all combinations) [Inap in V3645-V3648] [NOTE: Make Card] 98. DK [Inap in V3645-V3648] 99. NA [Inap in V3645-V3648] 00. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 1, 3, 8-9 in V3621; 96 in V3639 V3644 Code Frequency --------------------- 0 11876 1 27 2 127 3 167 4 19 51 148 52 58 53 25 54 3 55 139 91 5 92 36 97 9 98 4 99 9 3645 H19a. How much is in your account now? ____________________________________________________________ Code actual $ amount (0 000 001 - 9 999 979) or from Range Card (9 999 980 - 9 999 989) 0 000 000. Nothing 9 999 996. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 1, 3, 8-9 in V3621; 96 in V3639; 01, 04, 51-55, 91-92, 97-99 in V3644 9 999 998. DON'T KNOW 9 999 999. NA Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3645 176 45377.65 94805.26 0.00 808000.00 3646 H19b. How old were you when that annuity started? ____________________________________________________________ Code AGE (35-70) 98. DK 99. NA 00. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 1, 3, 8-9 in V3621; 96 in V3639; 01-03, 51-55, 91-92, 97-99 in V3644 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3646 17 52.76 8.31 35.00 65.00 3647 H19c. How much are the benefits per month or year? ____________________________________________________________ Code actual $ amount (00001-99979) or from Range Card (99980-99989) 99998. DK 99999. NA 00000. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 1, 3, 8-9 in V3621; 96 in V3639; 01-03, 51-55, 91-92, 97-99 in V3644 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3647 15 1574.53 2061.28 47.00 7000.00 3648 H19c. PER ____________________________________________________________ 4. Month 6. Year 9. NA (incl. DK amount) 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620; 1, 3, 8-9 in V3621; 96 in V3639; 01-03, 51-55, 91-92, 97-99 in V3644 V3648 Code Frequency --------------------- 0 12633 4 12 6 4 9 3 3649 H20. What is the earliest age at which you could have left that employer and begun to receive pension benefits? ____________________________________________________________ Code AGE (25-80) 96. "Anytime"; no age requirement; "any age" 98. DK 99. NA 00. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 3, 5, 8-9 in V3620 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3649 2262 56.43 7.57 28.00 75.00 H21. We would like to obtain complete information about retirement benefits for people with work experience like yours. In order to do this, we need the complete address of your former employer. [NOTE: Mark Box "H21" and record employer's name on the data card, Side 1 ("previous job")] 3701 H22. INTERVIEWER CHECKPOINT SEE P.104, H2 ____________________________________________________________ 1. One 5-year-plus job [Inap in V3702-V3735, V3801-V3835] 2. Two or more 5-year-plus jobs 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601 V3701 Code Frequency --------------------- 0 6337 1 3884 2 2431 3702 H23. Besides the jobs you have already told me about, 13702 have you worked for any other employer where you were included in a pension or retirement plan, or in a tax-deferred savings plan of some sort? [IMPUTED] ____________________________________________________________ 1. Yes 3. Pension followed R to current/last job (edited) [Inap in V3703-V3735, V3801-V3835] 5. No [Inap in V3703-V3735, V3801-V3835] 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701 V3702 Code Frequency --------------------- 0 10206 1 753 5 1693 3703 H24. How many such employers have you worked for? (Besides the ones you have already told me about.) ____________________________________________________________ Code # OF "other" employers where R was included in a pension or retirement plan (01-10) 98. DK 99. NA 00. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702 V3703 Code Frequency --------------------- 0 11934 1 542 2 122 3 31 4 12 5 4 6 5 8 1 98 1 3704 H25. When did you start working for (that/the first such/ the next such) employer?--FIRST ____________________________________________________________ Code YEAR (1920-1993) 9998. DK 9999. NA 0000. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3704 709 1962.64 8.92 1936.00 1991.00 3705 H26. And when did you leave?--FIRST ____________________________________________________________ Code YEAR (1920-1993) 9998. DK 9999. NA 0000. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3705 708 1972.31 8.58 1942.00 1992.00 3706 H27. How much were you earning when you left?--FIRST 13706 [IMPUTED] ____________________________________________________________ [NOTE: Assume amount here is coded to 2 decimal places (cents) when the next (PER) var = '1. Hour.'] Code actual $ amount (0 000 001 - 9 999 979) 0 000 000. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3706 753 11506.75 16285.98 1.00 175000.00 3707 H27. PER--FIRST [IMPUTED] 13707 ____________________________________________________________ 1. Hour 2. Week 3. Every 2 weeks 4. Month 6. Year 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702 V3707 Code Frequency --------------------- 0 11899 1 187 2 84 3 2 4 96 6 384 3708 H28. (RB, TOP OF P. 8) I would like to know what type of pension or retirement plan you had. In some plans, Type A, benefits are usually based on a formula involving age, years of service, and salary. In other plans, Type B, money is accumulated in an account for you. Was your plan Type A or Type B? ____________________________________________________________ 1. Type A [Inap in V3709, V3730-V3735] 2. Type B [Inap in V3709-V3729] 3. Both types [Inap in V3730-V3735] 8. DK [Inap in V3709, V3730-V3735] 9. NA [Inap in V3709, V3730-V3735] 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702 V3708 Code Frequency --------------------- 0 11934 1 402 2 168 3 28 8 73 9 47 3709 H28a. How much money was in your account when you left that employer? ____________________________________________________________ Code actual $ amount (0 000 001 - 9 999 979) or from Range Card (9 999 980 - 9 999 989) 0 000 000. Nothing 9 999 996. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 1-2, 8-9 in V3708 9 999 998. DK 9 999 999. NA Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3709 17 14511.76 17299.63 0.00 60000.00 H29. 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? [NOTE: Check all that apply and ask all appropriate follow-up questions. If more than 1 box is checked, follow the skips for the first box marked.] 3710 H29. A. EXPECT FUTURE BENEFITS ____________________________________________________________ 1. Checked 5. Not checked [Inap in V3725-V3729] 8. DK to entire QH29 [Inap in V3725-V3729] 9. NA to entire QH29 [Inap in V3725-V3729] 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 2 in V3708 V3710 Code Frequency --------------------- 0 12102 1 106 5 393 8 7 9 44 3711 H29. B. RECEIVING BENEFITS NOW [IMPUTED] 13711 ____________________________________________________________ 1. Checked 5. Not checked [Inap in V3716-V3721] 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 2 in V3708 V3711 Code Frequency --------------------- 0 12095 1 75 5 482 3712 H29. C. RECEIVED CASH SETTLEMENT [IMPUTED] 13712 ____________________________________________________________ 1. Checked 5. Not checked [Inap in V3722-V3723] 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 2 in V3708 V3712 Code Frequency --------------------- 0 12095 1 182 5 375 3713 H29. D. ROLLED OVER INTO IRA ____________________________________________________________ 1. Checked 5. Not checked [Inap in V3724] 8. DK [Inap in V3724] 9. NA [Inap in V3724] 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 2 in 3708 V3713 Code Frequency --------------------- 0 12102 1 2 5 498 8 6 9 44 3714 H29. E. LOST BENEFITS ____________________________________________________________ 1. Checked 5. Not checked 8. DK 9. NA 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 2 in V3708 V3714 Code Frequency --------------------- 0 12102 1 127 5 373 8 6 9 44 3715 H29. F. OTHER (SPECIFY:) ____________________________________________________________ 1. Checked [NOTE: Make Card] 2. Transferred to new employer 5. Not checked 8. DK to entire QH29 9. NA to entire QH29 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 2 in V3708 V3715 Code Frequency --------------------- 0 12102 1 6 2 38 5 455 8 7 9 44 3716 H29a. In what month and year did you start to receive these benefits?--MONTH ____________________________________________________________ Code MONTH (01-12) 98. DK 99. NA 00. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 2 in V3708; V3711 not equal to 1 V3716 Code Frequency --------------------- 0 12585 1 10 2 6 3 4 4 2 5 2 6 5 7 8 8 3 9 6 10 4 11 2 12 7 98 2 99 6 3717 H29a. In what month and year did you start to receive these benefits? --YEAR ____________________________________________________________ Code YEAR (1920-1993) 9998. DK 9999. NA 0000. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 2 in V3708; V3711 not equal to 1 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3717 65 1979.05 8.24 1956.00 1992.00 3718 H29b. How much are the benefits per month or year? 13718 [IMPUTED] ____________________________________________________________ Code actual $ amount (00001-99979) 00000. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 2 in V3708; V3711 not equal to 1 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3718 75 4102.36 7000.86 45.00 30000.00 3719 H29b. PER [IMPUTED] 13719 ____________________________________________________________ 4. Month 6. Year 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 2 in V3708; V3711 not equal to 1 V3719 Code Frequency --------------------- 0 12577 4 59 6 16 3720 H29c. Are the benefits adjusted for changes in the cost of living? ____________________________________________________________ 1. Yes [Inap in V3721] 5. No 8. DK 9. NA 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 2 in V3708; V3711 not equal to 1 V3720 Code Frequency --------------------- 0 12585 1 39 5 24 8 2 9 2 3721 H29d. Have they ever been adjusted for changes in the cost of living? ____________________________________________________________ 1. Yes 5. No 8. DK 9. NA 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 2 in V3708; V3711 not equal to 1; 1 in V3720 V3721 Code Frequency --------------------- 0 12624 1 2 5 22 8 1 9 3 3722 H29e. How much did that amount to? [IMPUTED] 13722 ____________________________________________________________ Code actual $ amount (0 000 001 - 9 999 979) 0 000 000. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 2 in V3708; V3712 not equal to 1 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3722 182 7392.76 11872.46 87.00 80000.00 3723 H29f. What did you do with the money? ____________________________________________________________ 1. Spent it (incl. bought durables) 2. Saved/invested (incl. combination of 2 & 4) 3. Paid off debt 4. Rolled into IRA 6. Other combination of 2 or more 7. Other 8. DK 9. NA 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 2 in V3708; V3712 not equal to 1 V3723 Code Frequency --------------------- 0 12489 1 84 2 35 3 24 4 9 6 1 9 10 3724 H29g. How much did that amount to? ____________________________________________________________ Code actual $ amount (0 000 001 - 9 999 979) or from Range Card (9 999 980 - 9 999 989) 9 999 998. DK 9 999 999. NA 0 000 000. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 2 in V3708; V3713 not equal to 1 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3724 2 18000.00 24041.63 1000.00 35000.00 3725 H30. For how many years altogether were you included in this plan? [NOTE: Include years with other employers if same plan.] ____________________________________________________________ Code # YEARS (01-50) 98. DK 99. NA 00. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 2 in V3708; V3710 not equal to 1 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3725 106 12.85 7.38 2.00 34.00 3726 H31. At what age do you expect to start receiving (the rest of your) benefits from this plan? ____________________________________________________________ Code AGE (35-70) 96. Already receiving all benefits [Inap in V3727-V3728] 98. DK 99. NA 00. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 2 in V3708; V3710 not equal to 1 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3726 99 62.57 4.18 35.00 70.00 3727 H32. About how much do you expect these benefits to be? (As a proportion of your pay when you left that job, or as an amount per month or year when you start receiving them?) --DOLLARS ____________________________________________________________ Code actual $ amount (0 000 001 - 9 999 979) or from Range Card (9 999 980 - 9 999 989) 9 999 998. DK 9 999 999. NA 0 000 000. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 2 in V3708; V3710 not equal to 1; 96 in V3726 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3727 72 2005.94 7068.91 35.00 55000.00 3728 H32. PER ____________________________________________________________ 4. Month 6. Year 8. Lump sum; one time payment 9. NA (incl. DK amount) 0. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 2 in V3708; V3710 not equal to 1; 96 in V3726 V3728 Code Frequency --------------------- 0 12552 4 63 6 5 8 4 9 28 3729 H32. About how much do you expect these benefits to be? (As a proportion of your pay when you left that job, or as an amount per month or year when you start receiving them?) --% OF FINAL PAY ____________________________________________________________ Code % OF FINAL PAY (00050-10000) 99998. DK 99999. NA 00000. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 2 in V3708; V3710 not equal to 1; 96 in V3726 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3729 4 3250.00 2598.08 1000.00 5500.00 3730 H33. How much money was in your account when you left that employer? ____________________________________________________________ Code actual $ amount (0 000 001 - 9 999 979) or from Range Card (9 999 980 - 9 999 989) 9 999 998. DK 9 999 999. NA 0 000 000. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 1, 3, 8-9 in V3708 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3730 104 9654.81 32786.39 40.00 292000.00 3731 H34. When you left that employer, did you transfer your account to a new employer, roll it over into an IRA, leave it to accumulate in your old plan, convert it to an annuity, or what? [NOTE: If more than one response given, check Box 7 and record all details.] ____________________________________________________________ 01. Transferred to new employer [Inap in V3732-V3735] 02. Rolled over into IRA [Inap in V3733-V3735] 03. Left to accumulate [Inap in V3733-V3735] 04. Convert to annuity [Inap in V3732] 51. Cash settlement--spent [Inap in V3732-V3735] 52. Cash settlement--saved or invested (exc. 54) [Inap in V3732-V3735] 53. Cash settlement--paid debts or bills [Inap in V3732-V3735] 54. Cash settlement--rolled over into IRA [Inap in V3732-V3735] 55. Cash settlement--NA what R did with the money [Inap in V3732-V3735] 91. Decision pending; pension rights not yet settled with old employer [Inap in V3732-V3735] 92. Lost benefits [Inap in V3732-V3735] 97. Other [please describe fully (incl. all combinations) [Inap in V3732-V3735] [NOTE: Make Card] 98. DK [Inap in V3732-V3735] 99. NA [Inap in V3732-V3735] 00. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 1, 3, 8-9 in V3708 V3731 Code Frequency --------------------- 0 12484 1 11 2 13 3 26 4 3 51 50 52 9 53 6 55 34 92 13 97 1 98 1 99 1 3732 H34a. How much is in your account now? ____________________________________________________________ Code actual $ amount (0 000 001 - 9 999 979) or from Range Card (9 999 980 - 9 999 989) 0 000 000. Nothing 9 999 996. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 1, 3, 8-9 in V3708; 01, 04, 51-55, 91-92, 97-88 in V3731 9 999 998. DK 9 999 999. NA Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3732 20 45400.00 72437.38 0.00 304000.00 3733 H34b. How old were you when that annuity started? ____________________________________________________________ Code AGE (35-70) 98. DK 99. NA 00. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 1, 3, 8-9 in V3708; 01-03, 51-55, 91-92, 97-99 in V3731 Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ V3733 1 37.00 . 37.00 37.00 3734 H34c. How much are the benefits per month or year? ____________________________________________________________ Code actual $ amount (00001-99979) or from Range Card (99980-99989) 99998. DK 99999. NA 00000. Inap, 5, 8-9 in V3401; 1 in V3404; 5, 8-9 in V3601; 1 in V3701; 5, 8-9 in V3702; 1, 3, 8-9 in V3708; 01-03, 51-55, 91-92, 97-99 in V3731 [Return to Beginning] [Table of Contents] [Previous Section] [Next Section]