HRS 1994 (Wave 2) Documentation


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Section FA: Employment (Employees) (N = 11596) VAR # _____ HHID HHID HRS Household Identifier ____________________________________________________________ Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ HHID 11596 47924 23344 1 99587 PN PN HRS Person Number ____________________________________________________________ PN Code Frequency ------------------ 10 5807 11 70 20 3151 21 3 30 1099 31 1 40 1465 HHIDPN HRS Household Identifier + Person Number ____________________________________________________________ Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ HHIDPN 11596 47924304 23344388 1010 99587010 W2SUBHH W2SUBHH HRS Wave 2 Sub-Household Identifier ____________________________________________________________ W2SUBHH Code Frequency ----------------------- 0 11232 1 103 2 84 3 177 W3300- FA1. Now I'm going to ask you some questions about your W3302 current employment situation. Are you working now, temporarily laid off, unemployed and looking for work, disabled and unable to work, retired, a homemaker, or what? [NOTE: DO NOT PROBE BUT ENTER ALL THAT APPLY] ____________________________________________________________ [NOTE: Variables w3303-w3306 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than three.] 1. Working Now 2. Unemployed and Looking for Work 3. Temporarily Laid Off, on Sick or Other Leave 4. Disabled 5. Retired 6. Homemaker 7. Other (Specify) 8. Don't Know; DK 9. Refused; RF 0. Inap. W3300 Code Frequency ---------------------- 0 187 1 6548 2 274 3 143 4 1123 5 1859 6 1267 7 191 8 1 9 3 W3301 Code Frequency ---------------------- 0 10821 1 67 2 15 3 13 4 47 5 231 6 349 7 53 W3302 Code Frequency ---------------------- 0 11560 1 3 2 1 4 1 5 3 6 18 7 10 FA1a/b. In what month and year did you become unemployed? [NOTE: MONTHS ENTERED MUST BE BEFORE OR ON MONTH/ YEAR OF WAVE-2 INTERVIEW] W3307 MONTH: ____________________________________________________________ 1. JAN 2. FEB 3. MAR 4. APR 5. MAY 6. JUN 7. JUL 8. AUG 9. SEP 10. OCT 11. NOV 12. DEC 98. Don't Know; DK 99. Refused; RF 0. Inap. W3307 Code Frequency ---------------------- 0 11321 1 25 2 20 3 24 4 14 5 29 6 36 7 22 8 13 9 23 10 14 11 15 12 17 98 23 W3308 YEAR: ____________________________________________________________ 1920-1994. Year 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3308 11596 47 303 0 1994 W3309 FA1c. Do you expect to go back to this job? ____________________________________________________________ 1. Yes 5. No [GO TO FA1f] 8. Don't Know; DK [GO TO FA1f] 9. Refused; RF [GO TO FA1f] 0. Inap. W3309 Code Frequency ---------------------- 0 11445 1 110 5 38 8 3 FA1d/e. In what month and year did you last work on this job? [NOTE: MONTHS ENTERED MUST BE BEFORE OR ON MONTH/ YEAR OF WAVE-2 INTERVIEW] W3310 MONTH: ____________________________________________________________ 1. JAN 2. FEB 3. MAR 4. APR 5. MAY 6. JUN 7. JUL 8. AUG 9. SEP 10. OCT 11. NOV 12. DEC 98. Don't Know; DK 99. Refused; RF 0. Inap. W3310 Code Frequency ---------------------- 0 11486 1 1 2 11 3 9 4 13 5 16 6 30 7 13 8 7 9 3 10 3 11 1 12 1 99 2 W3311 YEAR: ____________________________________________________________ 1920-1994. Year 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3311 11596 19 193 0 1994 FA1f. In what month and year did you become disabled? [NOTE: MONTHS ENTERED MUST BE BEFORE OR ON MONTH/ YEAR OF WAVE-2 INTERVIEW] W3312 MONTH: ____________________________________________________________ 1. JAN 2. FEB 3. MAR 4. APR 5. MAY 6. JUN 7. JUL 8. AUG 9. SEP 10. OCT 11. NOV 12. DEC 98. Don't Know; DK 99. Refused; RF 0. Inap. W3312 Code Frequency ---------------------- 0 10558 1 92 2 48 3 64 4 69 5 65 6 80 7 58 8 61 9 57 10 64 11 55 12 58 98 265 99 2 W3313 YEAR: ____________________________________________________________ 1920-1994. Year 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3313 11596 198 744 0 9998 FA1h. In what month and year did you retire? W3314 MONTH: ____________________________________________________________ 1. JAN 2. FEB 3. MAR 4. APR 5. MAY 6. JUN 7. JUL 8. AUG 9. SEP 10. OCT 11. NOV 12. DEC 98. Don't Know; DK 99. Refused; RF 0. Inap. W3314 Code Frequency ---------------------- 0 9503 1 214 2 111 3 135 4 140 5 167 6 295 7 162 8 145 9 127 10 136 11 86 12 174 98 197 99 4 W3315 YEAR: ____________________________________________________________ 1920-1994. Year 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3315 11596 371 847 0 9999 FA2. The next questions are about the job you expect to go back to. W3316 FA2. Are you doing any work for pay at the present time? ____________________________________________________________ 1. Yes 5. No [GO TO FC1] 8. Don't Know; DK [GO TO FC1] 9. Refused; RF [GO TO FC1] 0. Inap. W3316 Code Frequency ---------------------- 0 187 1 7045 5 4361 8 1 9 2 W3317 FA3. Next are some questions about your current, main job. Do you work for someone else, are you self-employed, or what? [NOTE: IF R SAYS, "I RUN MY OWN BUSINESS" ENTER "SELF-EMPLOYED". ____________________________________________________________ 1. Someone Else 2. Self-Employed [GO TO FB1] 8. Don't Know; DK [GO TO FB1] 9. Refused; RF [GO TO FB1] 0. Inap. W3317 Code Frequency ---------------------- 0 4551 1 5661 2 1374 9 10 FA5. According to our records, in WAVE-1 MONTH/YEAR you were self-employed. In what month and year did you stop working for yourself? W3318 MONTH: ____________________________________________________________ 1. JAN 2. FEB 3. MAR 4. APR 5. MAY 6. JUN 7. JUL 8. AUG 9. SEP 10. OCT 11. NOV 12. DEC 95. Denies being self employed at Wave 1 96. Still Working for Self (as Second Job) 98. Don't Know; DK 99. Refused; RF 0. Inap. W3318 Code Frequency ---------------------- 0 11484 1 7 2 1 3 5 4 4 5 6 6 9 7 5 8 6 9 7 10 5 11 13 12 11 95 2 96 18 98 8 99 5 W3319 YEAR: ____________________________________________________________ 1920-1994. Year 9996 Still Working for Self (as Second Job) 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3319 11596 37 494 0 9999 W3320 FA5b. Were there any months since WAVE-1 MONTH/YEAR when you were not working for pay? ____________________________________________________________ 1. Yes 5. No [GO TO FA39] 8. Don't Know; DK [GO TO FA39] 9. Refused; RF [GO TO FA39] 0. Inap. W3320 Code Frequency ---------------------- 0 11577 1 4 5 15 FA5c. Which months were those? (WAVE I DATE: WAVE-1 MONTH/ YEAR) [NOTE: MONTHS ENTERED MUST BE BETWEEN WAVE-1 MONTH/ YEAR AND WAVE-2 MONTH/YEAR. ENTER ALL THAT APPLY. W3321- MONTH: W3326 ____________________________________________________________ [NOTE: Variables w3327-w3362 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than six.] 1. JAN 92 [GO TO FA39] 2. FEB 92 [GO TO FA39] 3. MAR 92 [GO TO FA39] 4. APR 92 [GO TO FA39] 5. MAY 92 [GO TO FA39] 6. JUN 92 [GO TO FA39] 7. JUL 92 [GO TO FA39] 8. AUG 92 [GO TO FA39] 9. SEP 92 [GO TO FA39] 10. OCT 92 [GO TO FA39] 11. NOV 92 [GO TO FA39] 12. DEC 92 [GO TO FA39] 13. JAN 93 [GO TO FA39] 14. FEB 93 [GO TO FA39] 15. MAR 93 [GO TO FA39] 16. APR 93 [GO TO FA39] 17. MAY 93 [GO TO FA39] 18. JUN 93 [GO TO FA39] 19. JUL 93 [GO TO FA39] 20. AUG 93 [GO TO FA39] 21. SEP 93 [GO TO FA39] 22. OCT 93 [GO TO FA39] 23. NOV 93 [GO TO FA39] 24. DEC 93 [GO TO FA39] 25. JAN 94 [GO TO FA39] 26. FEB 94 [GO TO FA39] 27. MAR 94 [GO TO FA39] 28. APR 94 [GO TO FA39] 29. MAY 94 [GO TO FA39] 30. JUN 94 [GO TO FA39] 31. JUL 94 [GO TO FA39] 32. AUG 94 [GO TO FA39] 33. SEP 94 [GO TO FA39] 34. OCT 94 [GO TO FA39] 35. NOV 94 [GO TO FA39] 36. DEC 94 [GO TO FA39] 37. All of 1992 after W1 IW [GO TO FA39] 38. All of 1993 [GO TO FA39] 39. All of 1994 to date [GO TO FA39] 97. Other (Specify) [GO TO FA39] 98. Don't Know; DK [GO TO FA39] 99. Refused; RF [GO TO FA39] Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3321 11596 0 1 0 98 W3322 11596 0 0 0 25 W3323 11596 0 0 0 26 W3324 11596 0 0 0 18 W3325 11596 0 0 0 19 W3326 11596 0 0 0 20 W3363 FA6. Were you paid a regular salary or wages? ____________________________________________________________ 1. Yes 5. No [GO TO FA47] 8. Don't Know; DK [GO TO FA47] 9. Refused; RF [GO TO FA47] 0. Inap. W3363 Code Frequency ---------------------- 0 11517 1 30 5 49 W3364 FA6a. How much were you paid before taxes and other deductions? [NOTE: IF PER HOUR BE SURE TO ADD 00 FOR CENTS IF THERE ARE NONE] ____________________________________________________________ 0000000. None [GO TO FA7] 1-9999993. Dollar Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FA7] 9999998. Don't Know; DK [GO TO FA7] 9999999. Refused; RF [GO TO FA7] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3364 11596 5209 227422 0 9999999 W3365 FA6b. Was that per hour, week, month, or year? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FA6a PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 11. Day 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W3365 Code Frequency ---------------------- 0 11571 1 4 2 5 4 4 6 11 11 1 W3366 FA7. Did you receive some or all of the net earnings or profits? ____________________________________________________________ 1. Yes 5. No [GO TO FA8] 8. Don't Know; DK [GO TO FA8] 9. Refused; RF [GO TO FA8] 0. Inap. W3366 Code Frequency ---------------------- 0 11517 1 53 5 26 W3367 FA7a. (In addition to your regular salary,) How much did you receive from net earnings or profits? IF R HAS TROUBLE GIVING DOLLAR FIGURE, ASK: What did you earn the last year you worked? [NOTE: IF PER HOUR BE SURE TO ADD 00 FOR CENTS IF THERE ARE NONE] ____________________________________________________________ 0000000. None [GO TO FA8] 1-9999993. Dollar Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FA8] 9999998. Don't Know; DK [GO TO FA8] 9999999. Refused; RF [GO TO FA8] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3367 11596 10403 321539 0 9999999 W3368 FA7. Was that per hour, week, month, or year? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FA7 PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 11. Day 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W3368 Code Frequency ---------------------- 0 11560 2 2 4 2 6 31 97 1 W3369- FA8. Why did you stop working at that business? W3371 [NOTE: DO NOT PROBE BUT ENTER ALL THAT APPLY] ____________________________________________________________ [NOTE: Variables w3372-w3377 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than three.] 01. BUSINESS CLOSED; business moved or sold 02. LAID OFF/LET GO; temporary or seasonal job ended; "contract over" 03. POOR HEALTH/DISABLED; R died; death 04. FAMILY CARE; marriage; pregnancy; child care; husband's wishes 05. BETTER JOB; start own business; go to school/get more training 06. QUIT; bored/burned out; didn't like job/wanted a change; problems with supervisor/co-workers; lack of pay/work hours/promotion/benefits 07. RETIRED 08. BUSINESS REQUIRED TOO MUCH TIME 09. Sold business (own) 10. R (family) moved 13. Strike 14. Divorce/separation 16. Transportation/distance to work 24. Early retirement incentive/offer 95. R has not left/still has this job 97. OTHER (Specify) 98. Don't Know; DK 99. Not Ascertained; NA 00. Inap W3369 Code Frequency ---------------------- 0 11517 1 21 2 1 4 4 5 16 6 19 7 3 8 2 9 4 10 2 95 6 98 1 W3370 Code Frequency ---------------------- 0 11594 8 1 97 1 W3371 Code Frequency ---------------------- 0 11595 97 1 W3378 FA9. Were there any months between WAVE-1 MONTH/YEAR and MONTH/YEAR STOPPED WORKING FOR SELF when you did not work? ____________________________________________________________ 1. Yes 5. No [GO TO FA10] 8. Don't Know; DK [GO TO FA10] 9. Refused; RF [GO TO FA10] 0. Inap. W3378 Code Frequency ---------------------- 0 11517 1 15 5 64 FA9a. Which months were those? MONTHS ENTERED MUST BE BETWEEN WAVE-1 MONTH/YEAR AND MONTH/YEAR STOPPED WORKING FOR SELF. ENTER ALL THAT APPLY. W3379- MONTH: W3382 ____________________________________________________________ [NOTE: Variables w3383-w3420 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than four.] 1. JAN 92 2. FEB 92 3. MAR 92 4. APR 92 5. MAY 92 6. JUN 92 7. JUL 92 8. AUG 92 9. SEP 92 10. OCT 92 11. NOV 92 12. DEC 92 13. JAN 93 14. FEB 93 15. MAR 93 16. APR 93 17. MAY 93 18. JUN 93 19. JUL 93 20. AUG 93 21. SEP 93 22. OCT 93 23. NOV 93 24. DEC 93 25. JAN 94 26. FEB 94 27. MAR 94 28. APR 94 29. MAY 94 30. JUN 94 31. JUL 94 32. AUG 94 33. SEP 94 34. OCT 94 35. NOV 94 36. DEC 94 37. All of 1992 after W1 IW 38. All of 1993 39. All of 1994 to date 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3379 11596 0 3 0 98 W3380 11596 0 0 0 21 W3381 11596 0 0 0 22 W3382 11596 0 0 0 23 W3421 FA10. Aside from IRA or Keogh plans, were you included in any pension or retirement plans, or any tax-deferred savings plans through your business? ____________________________________________________________ 1. Yes 5. No [GO TO FA39] 8. Don't Know; DK [GO TO FA39] 9. Refused; RF [GO TO FA39] 0. Inap. W3421 Code Frequency ---------------------- 0 11517 1 3 5 76 W3422 FA11. I would like to know what type of plan that 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 [GO TO FA12] 2. Type B [GO TO FA16] 3. Both types 8. Don't Know; DK [GO TO FA12] 9. Refused; RF [GO TO FA12] 0. Inap. W3422 Code Frequency ---------------------- 0 11593 1 1 2 2 W3423 FA11a. How much money was left in your account when you stopped working for yourself? ____________________________________________________________ 0000000. None 1-9999993. Dollar Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3423 11596 0 0 0 0 W3424 FA12. 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 ENTER ALL THAT APPLY] ____________________________________________________________ [NOTE: Variables w3425-w3429 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than one.] 1. Expect future benefits [GO TO FA12g] 2. Receiving benefits now 3. Received cash settlement [GO TO FA12g] 4. Rolled over into IRA [GO TO FA12g] 5. Lost benefits [GO TO FA12g] 7. Other [GO TO FA12g] 8. Don't Know; DK [GO TO FA12g] 9. Refused; RF [GO TO FA12g] 0. Inap. [GO TO FA12g] W3424 Code Frequency ---------------------- 0 11595 2 1 FA12 In what month and year did you start to receive a/b. these benefits? [NOTE: MONTHS ENTERED MUST BE BETWEEN WAVE-1 MONTH/ YEAR AND WAVE-2 MONTH/YEAR] ____________________________________________________________ W3430 MONTH: 1. JAN 2. FEB 3. MAR 4. APR 5. MAY 6. JUN 7. JUL 8. AUG 9. SEP 10. OCT 11. NOV 12. DEC 98. Don't Know; DK 99. Refused; RF 0. Inap. W3430 Code Frequency ---------------------- 0 11595 5 1 W3431 YEAR: ____________________________________________________________ 1920-1994. Year 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3431 11596 0 19 0 1993 W3432 FA12c. How much are the benefits per month or year? ____________________________________________________________ 0000000. None [GO TO FA12e] 1-9999993. Dollar Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FA12e] 9999998. Don't Know; DK [GO TO FA12e] 9999999. Refused; RF [GO TO FA12e] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3432 11596 0 9 0 1000 W3433 FA12d. Was that per month or per year? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FA12c PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 11. Day 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W3433 Code Frequency ---------------------- 0 11595 4 1 W3434 FA12e. Are the benefits adjusted for changes in the cost of living? ____________________________________________________________ 1. Yes [GO TO FA12g] 5. No 8. Don't Know; DK 9. Refused; RF 0. Inap. W3434 Code Frequency ---------------------- 0 11595 5 1 W3435 FA12f. Have they ever been adjusted for changes in the cost of living? ____________________________________________________________ 1. Yes 5. No 8. Don't Know; DK 9. Refused; RF 0. Inap. W3435 Code Frequency ---------------------- 0 11595 5 1 W3436 FA12g. (RECEIVED CASH SETTLEMENT) How much did that amount to? ____________________________________________________________ 0000000. None 1-9999993. Dollar Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3436 11596 0 0 0 0 W3437 FA12h. What did you do with the money? ____________________________________________________________ [NOTE: Variables w3438-w3442 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than one. (In fact, noone answered this particular question.)] 1. Bought durables 2. Spent it 3. Saved/Invested 4. Paid off debt 5. Rolled into IRA 7. Other (Specify) 8. Don't Know; DK 9. Refused; RF 0. Inap. W3437 Code Frequency ---------------------- 0 11596 W3443 FA12j. (ROLLED OVER INTO IRA) How much did that amount to? ____________________________________________________________ 0000000. None 1-9999993. Dollar Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3443 11596 0 0 0 0 W3444 FA13. How many years altogether were you included in this plan? [NOTE: INCLUDE YEARS WITH OTHER EMPLOYERS IF SAME PLAN] ____________________________________________________________ 1. One year or less 2-50. Number of years 96. None (no other info given) 97. Other (F2 TO Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3444 11596 0 0 0 0 W3445 FA14. At what age do you expect to start receiving (the rest of your) benefits from this plan? ____________________________________________________________ 35-70. Number of years 96. Already receiving all benefits 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3445 11596 0 0 0 0 W3446 FA15. 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?) ____________________________________________________________ 1. Percent of pay 2. Amount per month/year [GO TO FA15b] 3. Lump sum [GO TO FA15d] 8. Don't Know; DK [GO TO FA18] 9. Refused; RF [GO TO FA18] 0. Inap. W3446 Code Frequency ---------------------- 0 11596 W3447 FA15a. ENTER THE PERCENT OF FINAL PAY AT RETIREMENT. ____________________________________________________________ 1-100. Percent 998. Don't Know; DK 999. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3447 11596 0 0 0 0 W3448 FA15b. How much do you expect to receive? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ 0000000. None [GO TO FA16] 1-9999993. Dollar Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FA16] 9999998. Don't Know; DK [GO TO FA16] 9999999. Refused; RF [GO TO FA16] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3448 11596 0 0 0 0 W3449 FA15c. Was that per month or year? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FA12c PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 11. Day 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W3449 Code Frequency ---------------------- 0 11596 W3450 FA15d. ENTER LUMP SUM AMOUNT. ____________________________________________________________ 0000000. None 1-9999993. Dollar Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3450 11596 0 0 0 0 W3451 FA16. How much money was in your account when you stopped working at that business? ____________________________________________________________ 0000000. None 1-9999993. Dollar Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3451 11596 3 208 0 20000 W3452 FA17. When you stopped working at that business, did you withdraw the money, roll it over into an IRA, leave it to accumulate in your old plan, covert it to an annuity, or what? [NOTE: DO NOT PROBE BUT IF MORE THAN ONE RESPONSE GIVEN CHOOSE 7 (OTHER) AND RECORD ALL DETAILS] ____________________________________________________________ 1. Withdrew the money [GO TO FA18] 2. Rolled over into IRA 3. Left to accumulate 4. Convert to annuity [FA17b] 7. Other (Specify) [GO TO FA18] 8. Don't Know; DK [GO TO FA18] 9. Refused; RF [GO TO FA18] 0. Inap. W3452 Code Frequency ---------------------- 0 11594 3 2 W3453 FA17a. How much is in your account now? ____________________________________________________________ 0000000. None 1-9999993. Dollar Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3453 11596 4 297 0 25000 W3454 FA17b. How old were you when that annuity started? ____________________________________________________________ 35-90. Age 98. Don't Know; DK 99. Refused; RF 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3454 11596 0 0 0 0 W3455 FA17c. How much are the benefits per month or year? ____________________________________________________________ 0000000. None 1-9999993. Dollar Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FA18] 9999998. Don't Know; DK [GO TO FA18] 9999999. Refused; RF [GO TO FA18] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3455 11596 0 0 0 0 W3456 FA17d. Was that per month or year? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FA17c PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 11. Day 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W3456 Code Frequency ---------------------- 0 11596 W3457 FA18. What is the earliest age at which you could have stopped working at that business and begun to receive pension benefits? ____________________________________________________________ 25-80. Age [GO TO FA39] 92. Now; Current age 93. Can't at all 94. Formula given 95. Any time; No age requirement; Any age 98. Don't Know; DK [GO TO FA39] 99. Refused; RF [GO TO FA39] 0. Inap [GO TO FA39] Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3457 11596 0 1 0 62 W3458 FA19a. According to our records, you were employed in WAVE-1 MONTH/YEAR. Are you still working for that same employer? FA19b. According to our records, in WAVE-1 MONTH/YEAR you were working for WAVE-1 EMPLOYER NAME. Are you still working there? ____________________________________________________________ 1. Yes 5. No [GO TO FA26] 7. Denies working for Wave I employer [GO TO FA39] 8. Don't Know; DK [GO TO FA39] 9. Refused; RF [GO TO FA39] 0. Inap. W3458 Code Frequency ---------------------- 0 6463 1 4557 5 558 7 18 W3459 FA20. Were there any months since WAVE-1 MONTH/YEAR when you did not work for (this employer/WAVE-1 EMPLOYER NAME)? ____________________________________________________________ 1. Yes 5. No [GO TO FA21] 8. Don't Know; DK [GO TO FA21] 9. Refused; RF [GO TO FA21] 0. Inap. W3459 Code Frequency ---------------------- 0 7039 1 352 5 4204 9 1 FA20a. Which months were those? [NOTE: MONTHS ENTERED MUST BE BETWEEN WAVE-1 MONTH/ YEAR AND MONTH/YEAR STOPPED WORKING FOR SELF. ENTER ALL THAT APPLY] W3460- MONTH: W3474 ____________________________________________________________ [NOTE: Variables w3475-w3501 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than fifteen.] 1. JAN 92 2. FEB 92 3. MAR 92 4. APR 92 5. MAY 92 6. JUN 92 7. JUL 92 8. AUG 92 9. SEP 92 10. OCT 92 11. NOV 92 12. DEC 92 13. JAN 93 14. FEB 93 15. MAR 93 16. APR 93 17. MAY 93 18. JUN 93 19. JUL 93 20. AUG 93 21. SEP 93 22. OCT 93 23. NOV 93 24. DEC 93 25. JAN 94 26. FEB 94 27. MAR 94 28. APR 94 29. MAY 94 30. JUN 94 31. JUL 94 32. AUG 94 33. SEP 94 34. OCT 94 35. NOV 94 36. DEC 94 37. All of 1992 after W1 IW 38. All of 1993 39. All of 1994 to date 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3460 11596 1 8 0 97 W3461 11596 0 3 0 97 W3462 11596 0 3 0 39 W3463 11596 0 3 0 32 W3464 11596 0 2 0 37 W3465 11596 0 2 0 33 W3466 11596 0 2 0 97 W3467 11596 0 2 0 39 W3468 11596 0 1 0 33 W3469 11596 0 1 0 32 W3470 11596 0 1 0 28 W3471 11596 0 1 0 29 W3472 11596 0 1 0 31 W3473 11596 0 1 0 34 W3474 11596 0 0 0 9 W3502 FA21. In WAVE-1 MONTH/YEAR our records indicate that your job title was JOB TITLE GIVEN AT WAVE 1. Is this still the case? ____________________________________________________________ 1. Yes [GO TO FA44] 5. No [GO TO FA41b] 7. Denies having this job title at Wave I [GO TO FA41b] 8. Don't Know; DK [GO TO FA41b] 9. Refused; RF [GO TO FA41b] 0. Inap. W3502 Code Frequency ---------------------- 0 7362 1 3832 5 382 7 19 8 1 W3502A FA22. What was your job title in [MONTH/YEAR OF WAVE I]? (The title that your employer uses?) FA23. What sort of work did you do? (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 W3502A Code Frequency ---------------------- 0 11577 1 2 2 5 4 5 7 2 8 1 13 2 14 1 15 1 W3502B FA24. What is your job title now? (The title that your employer uses?) FA25. What sort of work do you do now? (Tell me a little more about what you do.) ____________________________________________________________ [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 W3502B Code Frequency ---------------------- 0 11577 1 3 2 4 4 5 7 2 8 1 13 2 14 1 15 1 FA26. In what month and year did you stop working for (that employer/WAVE-1 EMPLOYER NAME)? [NOTE: MONTHS ENTERED MUST BE BETWEEN WAVE-1 MONTH/ YEAR AND WAVE-2 MONTH/YEAR] W3503 MONTH: ____________________________________________________________ 1. JAN 2. FEB 3. MAR 4. APR 5. MAY 6. JUN 7. JUL 8. AUG 9. SEP 10. OCT 11. NOV 12. DEC 96. Still Working for Wave I Employer 98. Don't Know; DK 99. Refused; RF 0. Inap. W3503 Code Frequency ---------------------- 0 11038 1 53 2 52 3 32 4 34 5 53 6 55 7 39 8 36 9 52 10 49 11 42 12 43 98 14 99 4 W3504 YEAR: ____________________________________________________________ 1992-1994. Year 9996. Still working for Wave I employer 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3504 11596 98 454 0 9999 W3505 FA27. What were you earning, before deductions, when you left that employer? [NOTE: IF PER HOUR BE SURE TO ADD 00 FOR CENTS IF THERE ARE NONE] ____________________________________________________________ 0000000. None [GO TO FA28] 1-9999993. Dollar Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FA28] 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3505 11596 33343 571535 0 9999999 W3506 FA27a. Was that per hour, week, month, or year? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FA27 PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 11. Day 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W3506 Code Frequency ---------------------- 0 11076 1 167 2 111 3 8 4 44 6 187 11 2 97 1 W3507- FA28. Why did you leave that employer? W3508 [NOTE: PROBE IF NECESSARY: Did the business close, were you laid off or let go, did you leave to take care of family members, or what?) [DO NOT PROBE BUT ENTER ALL THAT APPLY] ____________________________________________________________ [NOTE: Variables w3509-w3514 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than two.] 01. BUSINESS CLOSED; business moved or sold [GO TO FA29] 02. LAID OFF/LET GO; temporary or seasonal job ended; "contract over" [GO TO FA29] 03. POOR HEALTH/DISABLED; R died; death 04. FAMILY CARE; marriage; pregnancy; child care; husband's wishes 05. BETTER JOB; start own business; go to school/get more training 06. QUIT; bored/burned out; didn't like job/wanted a change; problems with supervisor/co-workers; lack of pay/work hours/promotion/benefits 07. RETIRED 08. R (family) moved 09. Sold business (own) 13. Strike 14. Divorce/separation 16. Transportation/distance to work 24. Early retirement incentive/offer 95. R has not left/still has this job 97. Other (Specify) 98. Don't Know; DK 99. Not Ascertained; NA 00. Inap W3507 Code Frequency ---------------------- 0 11038 1 91 2 127 3 17 4 6 5 136 6 114 7 59 8 2 98 5 99 1 W3508 Code Frequency ---------------------- 0 11585 1 1 2 2 5 2 6 4 7 2 W3515 FA28a. Did your employment situation change in some way that encouraged you to leave? ____________________________________________________________ 1. Yes 5. No [GO TO FA28c] 8. Don't Know; DK [GO TO FA28c] 9. Refused; RF [GO TO FA28c] 0. Inap. W3515 Code Frequency ---------------------- 0 11253 1 142 5 197 8 1 9 3 W3516- FA28b. How did it change? W3518 [NOTE: CHECK ALL THAT APPLY] ____________________________________________________________ [NOTE: Variables w3519-w3526 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than three.] 01. Supervisor encouraged departure 02. Coworkers encouraged departure 03. Wages reduced (or about to be reduced) 04. Hours reduced (or about to be reduced) 05. Would have been laid off 06. New job duties 07. New job location 08. Became eligible for pension 09. Employer changed health insurance 10. Special early retirement incentive offer 21. Scheduling problems; change in work schedule (exc. 04) 22. Other working conditions; didn't get along with supervisor, business had changed, unsafe working conditions 23. Better job/pay, more hours/benefits; old job lack of pay raises/benefits 24. Start or help with own/family business 31. Physical and mental condition of R (incl. stress) 97. Other (specify) 98. Don't Know; DK 99. Not Ascertained; NA 00. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3516 11596 0 3 0 99 W3517 11596 0 2 0 97 W3518 11596 0 0 0 10 W3527 FA28c. If your employer had allowed you to work fewer hours with correspondingly less pay, would you have continued working there? ____________________________________________________________ 1. Yes 5. No 8. Don't Know; DK 9. Refused; RF 0. Inap. W3527 Code Frequency ---------------------- 0 11269 1 24 5 298 8 3 9 2 W3528 FA29. Were there any months between WAVE-1 MONTH/YEAR and MONTH/YEAR STOPPED WORKING FOR WAVE-1 EMPLOYER when you did not work for this employer? ____________________________________________________________ 1. Yes 5. No [GO TO FA30] 8. Don't Know; DK [GO TO FA30] 9. Refused; RF [GO TO FA30] 0. Inap. W3528 Code Frequency ---------------------- 0 11114 1 29 5 452 9 1 FA29a. Which months were those? [NOTE: ENTER ALL THAT APPLY. MONTHS ENTERED MUST BE BETWEEN WAVE-1 MONTH/YEAR AND MONTH/YEAR STOPPED WORKING FOR WAVE-1 EMPLOYER. W3529- MONTH: W3537 ____________________________________________________________ [NOTE: Variables w3538-w3570 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than nine.] 1. JAN 92 2. FEB 92 3. MAR 92 4. APR 92 5. MAY 92 6. JUN 92 7. JUL 92 8. AUG 92 9. SEP 92 10. OCT 92 11. NOV 92 12. DEC 92 13. JAN 93 14. FEB 93 15. MAR 93 16. APR 93 17. MAY 93 18. JUN 93 19. JUL 93 20. AUG 93 21. SEP 93 22. OCT 93 23. NOV 93 24. DEC 93 25. JAN 94 26. FEB 94 27. MAR 94 28. APR 94 29. MAY 94 30. JUN 94 31. JUL 94 32. AUG 94 33. SEP 94 34. OCT 94 35. NOV 94 36. DEC 94 37. All of 1992 after W1 IW 38. All of 1993 39. All of 1994 to date 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3529 11596 0 3 0 97 W3530 11596 0 1 0 39 W3531 11596 0 1 0 31 W3532 11596 0 0 0 25 W3533 11596 0 0 0 26 W3534 11596 0 0 0 27 W3535 11596 0 0 0 28 W3536 11596 0 0 0 16 W3537 11596 0 0 0 17 W3571 FA30. Were you included in a pension or retirement plan, or in any tax deferred savings plan, when you worked for that employer? ____________________________________________________________ 1. Yes 5. No [GO TO FA39] 8. Don't Know; DK [GO TO FA39] 9. Refused; RF [GO TO FA39] 0. Inap. W3571 Code Frequency ---------------------- 0 11038 1 209 5 347 8 1 9 1 W3572 FA31. 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 [GO TO FA32] 2. Type B [GO TO FA36] 3. Both types 8. Don't Know; DK [GO TO FA32] 9. Refused; RF [GO TO FA39] 0. Inap. W3572 Code Frequency ---------------------- 0 11387 1 99 2 89 3 15 8 6 W3573 FA31a. How much money was in your account when you left that employer? ____________________________________________________________ 0000000. None 1-9999993. Dollar Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3573 11596 6962 262605 0 9999999 W3574- FA32. Do you expect to receive benefits from this plan in W3575 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 ENTER ALL THAT APPLY] ____________________________________________________________ [NOTE: Variables w3576-w3579 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than two.] 1. Expect future benefits [GO TO FA 32g] 2. Receiving cash benefits now 3. Received cash settlement [GO TO FA32g] 4. Rolled over into IRA [GO TO FA32g] 5. Lost benefits [GO TO FA32g] 14. Decision on benefits pending or in litigation 97. Other (Specify) [GO TO FA32g] 98. Don't Know; DK [GO TO FA32g] 99. Refused; RF [GO TO FA32g] 0. Inap. [GO TO FA32g] W3574 Code Frequency ---------------------- 0 11476 1 56 2 32 3 17 4 4 5 9 97 2 W3575 Code Frequency ---------------------- 0 11591 2 1 3 2 4 2 FA32 In what month and year did you start to receive a/b. these benefits? W3580 MONTH: ____________________________________________________________ 1. JAN 2. FEB 3. MAR 4. APR 5. MAY 6. JUN 7. JUL 8. AUG 9. SEP 10. OCT 11. NOV 12. DEC 98. Don't Know; DK 99. Refused; RF 0. Inap. W3580 Code Frequency ---------------------- 0 11564 1 9 2 2 3 2 4 2 5 2 6 5 8 1 9 1 10 2 11 5 98 1 W3581 YEAR: ____________________________________________________________ 1992-1994. Year 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3581 11596 6 105 0 1994 W3582 FA32c. How much are the benefits per month or year? [NOTE: IF PER HOUR BE SURE TO ADD 00 FOR CENTS IF THERE ARE NONE] ____________________________________________________________ 0000000. None [GO TO FA32e] 1-9999993. Dollar Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FA32e] 9999998. Don't Know; DK [GO TO FA32e] 9999999. Refused; RF [GO TO FA32e] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3582 11596 869 92864 0 9999997 W3583 FA32d. Was that per hour, week, month, or year? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FA32c PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W3583 Code Frequency ---------------------- 0 11564 2 1 4 29 6 1 97 1 W3584 FA32e. Are the benefits adjusted for changes in the cost of living? ____________________________________________________________ 1. Yes 5. No [GO TO FA32g] 8. Don't Know; DK 9. Refused; RF 0. Inap. W3584 Code Frequency ---------------------- 0 11564 1 15 5 15 8 2 W3585 FA32f. Have they ever been adjusted for changes in the cost of living? ____________________________________________________________ 1. Yes 5. No 8. Don't Know; DK 9. Refused; RF 0. Inap. W3585 Code Frequency ---------------------- 0 11579 1 1 5 16 W3586 FA32g. How much did the cash settlement amount to? ____________________________________________________________ 0000000. None 1-9999993. Dollar Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3586 11596 2650 160879 0 9999999 W3587- FA32h. What did you do with the money? W3589 [NOTE: ENTER ALL THAT APPLY] ____________________________________________________________ [NOTE: Variables w3590-w3592 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than three.] 1. Bought durables 2. Spent it 3. Saved/Invested 4. Paid off debt 5. Rolled into IRA 7. Other (Specify) 8. Don't Know; DK 9. Refused; RF 0. Inap. W3587 Code Frequency ---------------------- 0 11578 2 4 3 2 4 4 5 6 7 2 W3588 Code Frequency ---------------------- 0 11593 1 1 3 1 4 1 W3589 Code Frequency ---------------------- 0 11595 4 1 W3593 FA32j. IRA ROLLOVER How much did the rollover amount to? ____________________________________________________________ 0000000. None 1-9999993. Dollar Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3593 11596 885 92874 0 9999998 W3594 FA33. How many years altogether were you included in this plan? [NOTE: INCLUDE YEARS WITH OTHER EMPLOYERS IF SAME PLAN] ____________________________________________________________ 1. One year or less 2-50. Number of years 96. None (no other info given) 97. Other (F2 TO Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3594 11596 0 2 0 97 W3595 FA34. At what age do you expect to start receiving (the rest of your) benefits from this plan? ____________________________________________________ 40-70. Age 96. Already receiving all benefits 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3595 11596 0 4 0 98 W3596 FA35. 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? ____________________________________________________________ 1. Percent of pay 2. Amount per month/year [GO TO FA35b] 3. Lump sum [GO TO FA35d] 8. Don't Know; DK [GO TO FA38] 9. Refused; RF [GO TO FA38] 0. Inap. W3596 Code Frequency ---------------------- 0 11541 1 10 2 30 3 8 8 7 W3597 FA35a. ENTER THE PERCENT OF FINAL PAY AT RETIREMENT. ____________________________________________________________ 1-100. Percent [GO TO FA38] 998. Don't Know; DK [GO TO FA38] 999. Refused; RF [GO TO FA38] 0. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3597 11596 1 23 0 998 W3598 FA35b. How much do you expect to receive? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ 0000000. None [GO TO FA38] 1-9999993. Dollar Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FA38] 9999998. Don't Know; DK [GO TO FA38] 9999999. Refused; RF [GO TO FA38] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3598 11596 3460 185705 0 9999998 W3599 FA35c. Was that per month or year? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FA35b PER 1. Hour [GO TO FA38] 2. Week [GO TO FA38] 3. Every two weeks/Bi-weekly [GO TO FA38] 4. Month [GO TO FA38] 5. Twice a month [GO TO FA38] 6. Year [GO TO FA38] 97. Other (Specify) [GO TO FA38] 98. Don't Know; DK [GO TO FA38] 99. Refused; RF [GO TO FA38] 0. Inap. W3599 Code Frequency ---------------------- 0 11570 2 1 4 23 6 1 97 1 W3600 FA35d. ENTER LUMP SUM AMOUNT ____________________________________________________________ 0000000. None [GO TO FA38] 1-9999993. Dollar Amount [GO TO FA38] 9999994. $9,999,994 or More (F2 to Specify) [GO TO FA38] 9999997. Other (F2 TO Specify) [GO TO FA38] 9999998. Don't Know; DK [GO TO FA38] 9999999. Refused; RF [GO TO FA38] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3600 11596 1757 131357 0 9999998 W3601 FA36. How much money was in your account when you left that employer? ____________________________________________________________ 0000000. None 1-9999993. Dollar Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3601 11596 19092 435186 0 9999999 W3602 FA37. When you left that employer, did you withdraw the money, 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, ENTER 7 - OTHER AND RECORD ALL DETAILS] ____________________________________________________________ 1. Withdrew the money [GO TO FA37] 2. Rolled over into IRA 3. Left to accumulate 4. Convert to annuity [FA37b] 51. Cash settlement--spent 52. Cash settlement--saved or invested (exc. 54) (incl. home purchase) 53. Cash settlement--paid debts or bills 54. Cash settlement--rolled over into IRA 55. Cash settlement--NA what R did with the money 91. Decision pending; pension rights not yet settled with old employer 92. Lost benefits 97. Other (Specify) [GO TO FA38] 98. Don't Know; DK [GO TO FA38] 99. Refused; RF [GO TO FA38] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3602 11596 0 2 0 99 W3603 FA37a. How much is in your account now? ____________________________________________________________ 0000000. None 1-9999993. Dollar Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3603 11596 16491 404484 0 9999999 W3604 FA37b. How old were you when that annuity started? ____________________________________________________________ 1-80. Age 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3604 11596 0 1 0 98 W3605 FA37c. How much are the benefits per month or year? ____________________________________________________________ 0000000. None [GO TO FA38] 1-9999993. Dollar Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FA38] 9999998. Don't Know; DK [GO TO FA38] 9999999. Refused; RF [GO TO FA38] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3605 11596 5 492 0 53000 W3606 FA37d. PROBE IF NECESSARY: Was that per month or year? [NOTE: AMOUNT GIVEN IN FA37c PER] ____________________________________________________________ AMOUNT GIVEN IN FA35b PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W3606 Code Frequency ---------------------- 0 11594 4 1 6 1 W3607 FA38. What is the earliest age at which you could have left that employer and begun to receive pension benefits? ____________________________________________________________ 1-80. Age 92. Now; Current age 93. Can't at all 94. Formula given 95. Any time; No age requirement; Any age 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3607 11596 1 9 0 98 W3608 FA41a. What kind of business or industry do you work in -- that is, what do they make or do at the place where you work? ____________________________________________________________ [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 W3608 Code Frequency ---------------------- 0 9700 1 31 2 102 3 98 4 147 5 100 6 49 7 249 8 108 9 114 10 85 11 30 12 477 13 88 999 218 W3609 FA41b. What is the official title of your job? (The title that your employer uses?) FA42. What sort of work do you do? (Tell me a little more about what you do.) ____________________________________________________________ [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 W3609 Code Frequency ---------------------- 0 9700 1 237 2 265 3 180 4 311 5 32 6 33 7 83 8 52 9 146 10 32 11 47 12 57 13 48 14 118 15 91 16 60 17 2 999 102 FA43. In what month and year did you start doing this kind of work? [NOTE: MONTHS ENTERED MUST BE BEFORE OR ON MONTH/ YEAR OF WAVE-2 INTERVIEW] W3615 MONTH: ____________________________________________________________ 1. JAN 2. FEB 3. MAR 4. APR 5. MAY 6. JUN 7. JUL 8. AUG 9. SEP 10. OCT 11. NOV 12. DEC 98. Don't Know; DK 99. Refused; RF 0. Inap. W3615 Code Frequency ---------------------- 0 9768 1 187 2 125 3 136 4 112 5 119 6 150 7 126 8 164 9 189 10 122 11 103 12 73 98 218 99 4 W3616 YEAR: ____________________________________________________________ 1920-1994. Year 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3616 11596 321 781 0 9999 W3617 FA44. How many hours a week do you usually work on this job? ____________________________________________________________ 1-95. Hours 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3617 11596 19 22 0 168 W3618 FA45. Do you work (this/the same) number of hours nearly every week, or do the hours you work vary a lot from week to week? IF VARIATION IS DUE TO NOT WORKING AT ALL IN SOME WEEKS: PROBE--These questions are about times when you are working. ____________________________________________________________ 1. Same each week [GO TO FA46] 2. Vary a lot 8. Don't Know; DK [GO TO FA46] 9. Refused; RF [GO TO FA46] 0. Inap. W3618 Code Frequency ---------------------- 0 5935 1 4511 2 1144 8 3 9 3 W3619 FA45a. How many hours would you work in a week with relatively long hours? ____________________________________________________________ 1-95. Hours 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3619 11596 5 16 0 99 W3620 FA45b. How many hours in a relatively short week? ____________________________________________________________ 00. None 1-95. Hours 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3620 11596 3 12 0 99 FA46. How many weeks of paid vacation do you get each year? W3621 NUMBER: ____________________________________________________________ 00. None 1-52. Weeks 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3621 11596 12 30 0 99 W3622 UNITS: ____________________________________________________________ 0. None 1. Days 2. Weeks 7. Other (Specify) 8. Don't Know; DK 9. Refused; RF 0. Inap. W3622 Code Frequency ---------------------- 0 5940 1 229 2 4816 6 547 7 34 8 28 9 2 W3623 FA47. (IF RECEIVES VACATION: Counting paid vacations as weeks of work,) how many weeks a year do you usually work on this job? ____________________________________________________________ 1-52. Weeks 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3623 11596 24 26 0 99 W3624 FA48. In the last 12 months, did you miss any days from work because of your health? ____________________________________________________________ 1. Yes 5. No [GO TO FA49] 8. Don't Know; DK [GO TO FA49] 9. Refused; RF [GO TO FA49] 0. Inap. W3624 Code Frequency ---------------------- 0 5935 1 2550 5 3106 8 1 9 4 FA48a. About how many days did you miss? W3625 NUMBER: ____________________________________________________________ 1-95. Days 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3625 11596 2 9 0 253 W3626 UNITS: ____________________________________________________________ 0. None 2. Weeks 4. Months 7. Other (Specify) 8. Don't Know; DK 9. Refused; RF 11. Days 0. Inap. W3626 Code Frequency ---------------------- 0 9046 2 41 4 38 7 6 8 6 11 2458 99 1 W3627 FA49. How many days of paid sick leave at full pay do you earn each year? ____________________________________________________________ 000. None 1-365. Days 995. No set number 997. Other (F2 to Specify) 998. Don't Know; DK 999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3627 11596 26 156 0 999 W3628 FA50. Does your employer provide coverage for long-term disability on this job? ____________________________________________________________ 1. Yes 5. No 8. Don't Know; DK 9. Refused; RF 0. Inap. W3628 Code Frequency ---------------------- 0 9768 1 766 5 993 8 67 9 2 W3629 FA51. On your job, do you make decisions about the pay and promotion of others? ____________________________________________________________ 1. Yes 5. No [GO TO FA52] 8. Don't Know; DK [GO TO FA52] 9. Refused; RF [GO TO FA52] 0. Inap. W3629 Code Frequency ---------------------- 0 9768 1 263 5 1560 8 1 9 4 W3630 FA51a. For how many people do you make pay and promotion decisions? ____________________________________________________________ 1-994. # of People 998. Don't Know; DK 999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3630 11596 1 27 0 999 W3631 FA52. Are you salaried on this job, paid by the hour, or what? ____________________________________________________________ 1. Salaried 2. Hourly [GO TO FA52f] 3. Piecework/Commission [GO TO FA52m] 7. Other/Combination [GO TO FA52q] 8. Don't Know; DK [GO TO FA52r] 9. Refused; RF [GO TO FA52r] 0. Inap. W3631 Code Frequency ---------------------- 0 5935 1 2110 2 3160 3 179 7 200 8 6 9 6 W3632 FA52a. How much is your salary, before taxes and other deductions? [NOTE: IF PER HOUR BE SURE TO ADD 00 FOR CENTS IF THERE ARE NONE] ____________________________________________________________ 0000000. None [GO TO FA52c] 1-9999993. Dollar Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FA52c] 9999998. Don't Know; DK [GO TO FA52c] 9999999. Refused; RF [GO TO FA52c] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3632 11596 139641 1151602 0 9999999 W3633 FA52b. Is that per hour, week, month, or year? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FA52a PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 11. Day 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W3633 Code Frequency ---------------------- 0 9639 1 22 2 240 3 74 4 239 5 6 6 1357 11 14 97 2 99 3 W3634 FA52c. If you were to work more hours than usual during some weeks, would you get paid for those extra hours, get time off later, or get no compensation for the extra hours? ____________________________________________________________ 1. Extra pay 2. Time off [GO TO FA53] 3. No compensation [GO TO FA53] 4. Varies; sometimes time off, sometimes extra pay, sometimes neither, sometimes both 6. Don't work overtime (vol) [GO TO FA53] 8. Don't Know; DK [GO TO FA53] 9. Refused; RF [GO TO FA53] [GO TO W3635 (FA52d)] 0. Inap. W3634 Code Frequency ---------------------- 0 9486 1 463 2 410 3 1143 4 14 6 75 8 2 9 3 W3635 About how much would you make per hour for those extra hours? ____________________________________________________________ 1. Time and a half [GO TO FA53] 2. Double time [GO TO FA53] 3. Straight time or regular wage [GO TO FA53] 4. Per hour amount 7. Other (Specify) [GO TO FA53] 8. Don't Know; DK [GO TO FA53] 9. Refused; RF [GO TO FA53] 0. Inap. W3635 Code Frequency ---------------------- 0 11133 1 267 2 7 3 84 4 55 7 35 8 8 9 7 W3636 FA52e. How much would you make per hour for each extra hour? [NOTE: PROBE IF NECESSARY] [NOTE: BE SURE TO ENTER 00 FOR CENTS IF THERE ARE NONE] ____________________________________________________________ 0000. Nothing; Zero 1-9987. Amount 9988. $9988 or More (F2 to Specify) 9989. Comp time; Time off 9991. Combination of 9992, 9993 and 9994 9992. Time and a half 9993. Double time 9994. Regular time; Straight time 9995. Doesn't work overtime 9997. Other (F2 TO Specify) 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3636 11596 5 227 0 9991 W3637 FA52f. What is your hourly wage rate for regular work time? [NOTE: IF PER HOUR BE SURE TO ADD 00 FOR CENTS IF THERE ARE NONE] ____________________________________________________________ 00000. None; Nothing 1-99993. Amount 99994. $99994 or More (F2 to Specify) 99997. Other (F2 TO Specify) [COMMENT FOR TIME & A HALF RATE] 99998. Don't Know; DK 99999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3637 11596 1489 12090 0 99999 W3638 FA52g1. What is your hourly wage rate for overtime? ____________________________________________________________ 1. Time and a half [GO TO FA52j] 2. Double time [GO TO FA52j] 3. Straight time or regular wage [GO TO FA52j] 4. Per hour amount 5. Get time off [GO TO FA52j] 6. Don't work overtime [GO TO FA53] 7. Other (Specify) [GO TO FA52j] 8. Don't Know; DK [GO TO FA52j] 9. Refused; RF [GO TO FA52j] 0. Inap. W3638 Code Frequency ---------------------- 0 8436 1 1334 2 21 3 88 4 1105 5 21 6 494 7 24 8 22 9 51 W3639 FA52g2. (What is your hourly wage rate for overtime?) [NOTE: BE SURE TO ADD 00 FOR CENTS IF THERE ARE NONE] ____________________________________________________________ 00000. No compensation or time off 1-99987. Amount 99988. $99988 or More (F2 to Specify) 99989. Comp time; Time off 99991. Combination of 99992, 99993 and 99994 99992. Time and a half 99993. Double time 99994. Regular time; Straight time 99995. Doesn't work overtime 99997. Other (F2 TO Specify) 99998. Don't Know; DK 99999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3639 11596 2287 14943 0 99999 W3640 FA52j. During the last year, in how many weeks did you work some overtime? ____________________________________________________________ 00. None 1-52. Weeks 97. Other (F2 to Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3640 11596 8 23 0 99 W3641 FA52k. Are you required to work overtime, or it is pretty much up to you? ____________________________________________________________ 1. Required [GO TO FA53] 2. Sometimes required [GO TO FA53] 3. Up to R [GO TO FA53] 8. Don't Know; DK [GO TO FA53] 9. Refused; RF [GO TO FA53] 0. Inap. W3641 Code Frequency ---------------------- 0 9958 1 492 2 275 3 870 9 1 W3642 FA52m. What does that amount to, before taxes and other deductions, in an average week or month? ____________________________________________________________ 0000000. None [GO TO FA53] 1-9999993. Dollar amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FA53] 9999998. Don't Know; DK [GO TO FA53] 9999999. Refused; RF [GO TO FA53] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3642 11596 38875 621765 0 9999999 W3643 FA52n. Was that per week or month? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FA52m PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 6. Year 7. Other (Specify) 8. Don't Know; DK 9. Refused; RF 0. Inap. W3643 Code Frequency ---------------------- 0 11460 1 4 2 63 3 1 4 54 6 10 7 2 9 2 W3644 FA52p. If you worked an extra hour, how much would you earn for that? [NOTE: BE SURE TO ADD 00 FOR CENTS IF THERE ARE NONE] ____________________________________________________________ 000000. Nothing; Zero 1-999987. Amount 999988. $999,988 or More (F2 to Specify) 999992. Time and a half 999997. Other (F2 TO Specify) 999998. Don't Know; DK [GO TO FA52c] 999999. Refused; RF [GO TO FA52c] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3644 11596 9745 98237 0 999999 W3644A FA52q. How are you paid? ____________________________________________________________ 10. SALARIED (only) 11. Daily or by the day 14. Salaried & Commissions 15. Salaried & Bonus 16. Salaried & Tips 19. Salaried & Other 20. HOURLY (only) 21. HOURLY (only) from multiple rates (differential for time of day or week) 23. Hourly & Piecework 24. Hourly & Commissions 26. Hourly & Tips 29. Hourly & Other 30. PIECEWORK/COMMISSION (only)--NA which 31. PIECEWORK (only) 32. COMMISSION (only) 70. OTHER (only)--not recodeable 71. Bonuses (only) 72. Tips (only) 73. Mileage, by the mile 74. Mileage and Other(s) 81. SALARIED, COMMISSIONS AND OTHER 84. HOURLY, PIECEWORK AND OTHER 96. UNPAID WORK 97. Other combinations 99. NA 00. Inap W3644A Code Frequency ---------------------- 0 11396 10 22 11 33 14 27 15 4 16 2 19 12 20 8 23 1 24 7 26 1 29 5 30 1 31 1 32 6 70 18 71 1 72 1 73 14 74 5 81 2 84 2 96 5 97 9 99 13 W3645 FA52r. How much are you paid before taxes and other deductions? [NOTE: IF PER HOUR BE SURE TO ADD 00 FOR CENTS IF THERE ARE NONE] ____________________________________________________________ 0000000. Nothing; Unpaid worker [GO TO FA53] 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FA53] 9999998. Don't Know; DK [GO TO FA53] 9999999. Refused; RF [GO TO FA53] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3645 11596 30456 548609 0 9999999 W3646 FA52s. Was that per hour, week, month, or year? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FA52r PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 11. Day 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W3646 Code Frequency ---------------------- 0 11422 1 19 2 36 3 8 4 26 6 46 11 29 97 8 98 2 W3647 FA52t. If you worked an extra hour, how much would you earn for that hour? [NOTE: ENTER CENTS OF HOURLY] ____________________________________________________________ 00000. No extra pay or time off 1-99987. Amount 99988. $99988 or More (F2 to Specify) 99989. Comp time; Time off 99991. Combination of 99992, 99993 and 99994 99992. Time and a half 99993. Double time 99994. Regular time; Straight time 99995. Doesn't work overtime 99997. Other (F2 TO Specify) 99998. Don't Know; DK 99999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3647 11596 423 6487 0 99999 W3648 FA53. (IF WORKED OVERTIME DURING PAST YEAR: Not counting overtime hours,) Could you reduce the number of paid hours in your regular work schedule? ____________________________________________________________ 1. Yes 5. No 8. Don't Know; DK 9. Refused; RF 0. Inap. W3648 Code Frequency ---------------------- 0 5935 1 1641 5 3984 8 31 9 5 W3649 FA53a. Would you like to do so even if your earnings were reduced in the same proportion? ____________________________________________________________ 1. Yes 5. No [GO TO FA56] 8. Don't Know; DK [GO TO FA56] 9. Refused; RF [GO TO FA56] 0. Inap. W3649 Code Frequency ---------------------- 0 7576 1 779 5 3214 8 16 9 11 W3650 FA53b. How many hours would you like to work each week? ____________________________________________________________ 000. None 1-120. Hours [GO TO FA56] 998. Don't Know; DK [GO TO FA56] 999. Refused; RF [GO TO FA56] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3650 11596 3 37 0 998 W3651 FA55. If you wanted to work half time or less on this job, would your employer allow you to do that? ____________________________________________________________ 1. Yes 3. Only temporarily [GO TO FA56] 5. No [GO TO FA56] 8. Don't Know; DK [GO TO FA56] 9. Refused; RF [GO TO FA56] 0. Inap. W3651 Code Frequency ---------------------- 0 10357 1 644 3 66 5 503 8 25 9 1 W3652 FA55a. Would your pay be cut in proportion to your hours, more than that, or less than that? ____________________________________________________________ 1. In proportion 2. More 3. Less 4. Pay would remain the same; not be cut at all 8. Don't Know; DK 9. Refused; RF 0. Inap. W3652 Code Frequency ---------------------- 0 10952 1 549 2 15 3 52 4 19 8 9 W3653 FA55b. Would your health insurance benefits be reduced, eliminated, or kept the same? ____________________________________________________________ 1. Reduced 2. Eliminated 3. Kept the same 6. Doesn't have health insurance benefits 8. Don't Know; DK 9. Refused; RF 0. Inap. W3653 Code Frequency ---------------------- 0 10952 1 71 2 85 3 256 6 214 8 18 W3654 FA55c. Would your eligibility for pension benefits be affected? ____________________________________________________________ 1. Yes 5. No 6. Doesn't have pension benefits 8. Don't Know; DK 9. Refused; RF 0. Inap. W3654 Code Frequency ---------------------- 0 10952 1 158 5 208 6 251 8 27 W3655 FA56. Could you increase the number of paid hours in your regular work schedule? ____________________________________________________________ 1. Yes [GO TO FA57] 5. No 8. Don't Know; DK 9. Refused; RF 0. Inap. W3655 Code Frequency ---------------------- 0 5935 1 1642 5 4001 8 15 9 3 W3656 FA56a. Would you like to do so if your earnings were increased in the same proportion? ____________________________________________________________ 1. Yes 5. No [GO TO FA57] 8. Don't Know; DK [GO TO FA57] 9. Refused; RF [GO TO FA57] 0. Inap. W3656 Code Frequency ---------------------- 0 7577 1 828 5 3161 8 20 9 10 W3657 FA56b. How many hours would you like to work each week? ____________________________________________________________ 000. None 1-140. Hours 998. Don't Know; DK 999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3657 11596 3 15 0 999 W3658 FA57. About how many employees work for this company or organization at the location where you work? ____________________________________________________________ 1-99993. Number of employees [GO TO FA58] 99994. $99,994 or More (F2 to Specify) [GO TO FA58] 99995 "Hundreds" 99997. Other (Specify) 99998. Don't Know; DK 99999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3658 11596 890 9296 0 99999 W3659 FA57a. Is it fewer than 5, 5 to 14, 15 to 24, 25 to 99, 100 to 499, or 500 or more? ____________________________________________________________ 1. Fewer than 5 2. 5 to 14 3. 15 to 24 4. 25 to 99 5. 100 to 499 6. 500 or more 8. Don't Know; DK 9. Refused; RF 0. Inap. W3659 Code Frequency ---------------------- 0 11505 1 3 2 6 3 6 4 14 5 15 6 21 8 20 9 6 W3660 FA58. About how many employees work for this company or organization at all locations? ____________________________________________________________ 1-99993. Number of employees [GO TO FA59] 99994. $99,994 or More (F2 to Specify) [GO TO FA59] 99995 "Thousands";"Tens of thousands" 99997. Only one location (vol) [GO TO FA59] 99998. Don't Know; DK 99999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3660 11596 574632 2326754 0 9999998 W3661 FA58a. Is it fewer than 5, 5 to 14, 15 to 24, 25 to 99, 100 to 499, or 500 or more? ____________________________________________________________ 1. Fewer than 5 2. 5 to 14 3. 15 to 24 4. 25 to 99 5. 100 to 499 6. 500 or more 8. Don't Know; DK 9. Refused; RF 0. Inap. W3661 Code Frequency ---------------------- 0 11294 1 2 2 5 3 5 4 16 5 33 6 152 8 63 9 26 FA59. In what month and year did you start working for this employer? IF R WORKED MORE THAN ONCE FOR THIS EMPLOYER, ASK ABOUT FIRST HIRE. W3662 MONTH: ____________________________________________________________ 1. JAN 2. FEB 3. MAR 4. APR 5. MAY 6. JUN 7. JUL 8. AUG 9. SEP 10. OCT 11. NOV 12. DEC 98. Don't Know; DK 99. Refused; RF 0. Inap. W3662 Code Frequency ---------------------- 0 10492 1 113 2 76 3 103 4 76 5 92 6 98 7 79 8 99 9 99 10 77 11 74 12 44 98 72 99 2 W3663 YEAR: ____________________________________________________________ 1920-1994. Year 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3663 11596 192 605 0 9998 W3664 FA60. What was your starting pay, before taxes and other deductions? [NOTE: IF PER HOUR BE SURE TO ADD 00 FOR CENTS IF THERE ARE NONE] ____________________________________________________________ 0000000. None 1-9999993. Dollar amount 9999994. $9,999,994 or More (F2 to Specify) 9999995. Same as current pay 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3664 11596 91007 947260 0 9999999 W3665 FA60a. Was that per hour, week, month, or year? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FA60 PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 11. Day 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W3665 Code Frequency ---------------------- 0 10605 1 634 2 90 3 10 4 53 5 1 6 165 7 1 11 25 97 7 98 3 99 2 W3666 FA61. Were there any months since FA59 MONTH/YEAR when you did not Were there any months since WAVE-1 MONTH/YEAR when you did not Were there any months since MARCH 1992 when you did not work for this employer? ____________________________________________________________ 1. Yes 5. No [GO TO FA62] 8. Don't Know; DK [GO TO FA62] 9. Refused; RF [GO TO FA62] 0. Inap. W3666 Code Frequency ---------------------- 0 10657 1 111 5 828 FA61a. Which months were those? W3667- MONTH: W3690 ____________________________________________________________ [NOTE: Variables w3691-w3708 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than 24.] 1. JAN 92 2. FEB 92 3. MAR 92 4. APR 92 5. MAY 92 6. JUN 92 7. JUL 92 8. AUG 92 9. SEP 92 10. OCT 92 11. NOV 92 12. DEC 92 13. JAN 93 14. FEB 93 15. MAR 93 16. APR 93 17. MAY 93 18. JUN 93 19. JUL 93 20. AUG 93 21. SEP 93 22. OCT 93 23. NOV 93 24. DEC 93 25. JAN 94 26. FEB 94 27. MAR 94 28. APR 94 29. MAY 94 30. JUN 94 31. JUL 94 32. AUG 94 33. SEP 94 34. OCT 94 35. NOV 94 36. DEC 94 37. All of 1992 after W1 IW 38. All of 1993 39. All of 1994 to date 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3667 11596 0 5 0 98 W3668 11596 0 2 0 97 W3669 11596 0 1 0 31 W3670 11596 0 1 0 31 W3671 11596 0 1 0 31 W3672 11596 0 1 0 32 W3673 11596 0 1 0 32 W3674 11596 0 1 0 33 W3675 11596 0 1 0 24 W3676 11596 0 1 0 25 W3677 11596 0 1 0 25 W3678 11596 0 1 0 26 W3679 11596 0 0 0 27 W3680 11596 0 0 0 24 W3681 11596 0 0 0 18 W3682 11596 0 0 0 19 W3683 11596 0 0 0 20 W3684 11596 0 0 0 21 W3685 11596 0 0 0 22 W3686 11596 0 0 0 23 W3687 11596 0 0 0 24 W3688 11596 0 0 0 25 W3689 11596 0 0 0 26 W3690 11596 0 0 0 27 W3709 FA62. Are you covered by a union or employee-association contract? ____________________________________________________________ 1. Yes 5. No 8. Don't Know; DK 9. Refused; RF 0. Inap. W3709 Code Frequency ---------------------- 0 9768 1 302 5 1517 8 7 9 2 W3710 FA63. Have the rules that govern your pension benefits or the age you can receive them changed since WAVE-1 MONTH/YEAR? ____________________________________________________________ 1. Yes [GO TO FA72] 5. No 7. Denies being covered by a pension [GO TO FA101] 8. Don't Know; DK 9. Refused; RF 0. Inap. W3710 Code Frequency ---------------------- 0 8441 1 279 5 2786 7 73 8 17 W3711 FA64. In how many different pension plans are you included on this job? ____________________________________________________________ 00. None 1-10. Hours 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3711 11596 0 4 0 99 W3712, FA65. FIRST OR ONLY PLAN: I would like to know what type W3724, of plan this is. SUBSEQUENT PLANS: Now I have some W3736 questions about the (next) most most important of these plans. 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. Is your plan Type A or Type B? [NOTE: 401-K, 403-B, ESOP, SRA, THRIFT/SAVINGS, STOCK/PROFIT SHARING, MONEY PURCHASE PLANS ARE ALL TYPE B RETIREMENT PLANS. TYPE B PLANS ARE OFTEN CALLED "DEFINED BENEFIT" PLANS. ____________________________________________________________ 1. Type A (Formula) [GO TO FA67] 2. Type B (Account) [GO TO FA70] 3. Both A & B 8. Don't Know; DK [GO TO FA67] 9. Refused; RF [GO TO FA67] 0. Inap. W3712 Code Frequency ---------------------- 0 8808 1 1694 2 884 3 164 8 33 9 13 W3724 Code Frequency ---------------------- 0 11091 1 143 2 331 3 21 8 9 9 1 W3736 Code Frequency ---------------------- 0 11546 1 16 2 26 3 5 8 2 9 1 W3713, FA66. For that part of your plan where money is W3725, accumulated in an account, how much is in the W3737 account at present? ____________________________________________________________ 0000000. None 1-9999993. Dollar amount 9999994. $9,999,994 or More (F2 to Specify) 9999995. Same as current pay 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3713 11596 43627 655296 0 9999999 W3725 11596 6093 245642 0 9999999 W3737 11596 874 92869 0 9999998 W3714, At what age do you expect to start receiving benefits from W3726, this plan? W3738 ____________________________________________________________ 30-94. Age [GO TO FA68] 96. Answered years 98. Don't Know; DK 99. Refused; RF (W3715,W3727,W3739) [GO TO FA67a] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3714 11596 11 24 0 99 W3726 11596 1 8 0 99 W3738 11596 0 3 0 99 W3715, FA67a. "Expected age to start receiving benefits" IN YEARS. W3727, W3739 ____________________________________________________________ 1-30 Years 97. Other (F2 to Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3715 11596 0 2 0 97 W3727 11596 0 1 0 97 W3739 11596 0 0 0 5 W3716, FA68. About how much do you expect your benefits to be? W3728, (As a percent of your pay at retirement, or as an W3740 amount per month or year?) ____________________________________________________________ 1. Percent of pay 2. Amount per month/year [GO TO FA68b] 3. Lump sum [GO TO FA68d] 8. Don't Know; DK [GO TO FA69] 9. Refused; RF [GO TO FA69] 0. Inap. W3716 Code Frequency ---------------------- 0 9794 1 415 2 1052 3 108 8 218 9 9 W3728 Code Frequency ---------------------- 0 11431 1 22 2 93 3 23 8 25 9 2 W3740 Code Frequency ---------------------- 0 11575 1 1 2 17 3 1 8 2 W3717, FA68a. ENTER THE PERCENT OF FINAL PAY AT RETIREMENT W3729, W3741 ____________________________________________________________ 1-100 Percent [GO TO FA69] 998. Don't Know; DK [GO TO FA69] 999. Refused; RF [GO TO FA69] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3717 11596 11 97 0 999 W3729 11596 1 25 0 998 W3741 11596 0 9 0 998 W3718, FA68b. How much do you expect to receive? W3730, [NOTE: PROBE IF NECESSARY] W3742 ____________________________________________________________ 0000000. None 1-9999993. Dollar amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FA69] 9999998. Don't Know; DK [GO TO FA69] 9999999. Refused; RF [GO TO FA69] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3718 11596 211532 1438137 0 9999999 W3730 11596 20710 454486 0 9999999 W3742 11596 3458 185704 0 9999998 W3719, FA68c. Was that per month or year? W3731, W3743 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FA68b PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 5. Twice a month 4. Month 6. Year 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W3719 Code Frequency ---------------------- 0 10776 2 3 4 728 6 79 95 1 98 8 99 1 W3731 Code Frequency ---------------------- 0 11526 4 67 6 3 W3743 Code Frequency ---------------------- 0 11582 4 10 6 4 W3720, FA68d. LUMP SUM AMOUNT: W3732, W3744 ____________________________________________________________ 0000000. None 1-9999993. Dollar amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3720 11596 33386 571648 0 9999999 W3732 11596 4421 207642 0 9999999 W3744 11596 862 92864 0 9999998 W3721, FA69. AGE GIVEN IN FA67: If you work with this employer W3733, until AGE YEAR GIVEN IN FA67: If you work with this W3745 employer for NUMBER OF YEARS, how much do you expect your pay to be? [NOTE: IF PER HOUR BE SURE TO ADD 00 FOR CENTS IF THERE ARE NONE] ____________________________________________________________ 0000000. None [GO TO FA70] 1-9999993. Dollar amount 9999994. $9,999,994 or More (F2 to Specify) 9999995. Same as now 9999997. Other (F2 TO Specify) [GO TO FA70] 9999998. Don't Know; DK [GO TO FA70] 9999999. Refused; RF [GO TO FA70] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3721 11596 415131 1987545 0 9999999 W3733 11596 51167 711507 0 9999999 W3745 11596 5225 227427 0 9999998 W3722, FA69a. Was that per hour, week, month, or year? W3734, W3746 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FA69 PER [NOTE: BACK TO FA65 FOR SECOND/THIRD PLANS; FORWARD TO FA101 WHEN ALL PLANS ARE RECORDED] 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 11. Day 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W3722 Code Frequency ---------------------- 0 9809 1 390 2 38 3 12 4 221 5 3 6 757 11 3 97 35 98 288 99 40 W3734 Code Frequency ---------------------- 0 11433 1 26 2 7 3 2 4 16 6 62 97 7 98 40 99 3 W3746 Code Frequency ---------------------- 0 11575 1 2 2 1 4 4 6 9 98 5 W3723, FA70. How much money is in your account at present? W3735, W3747 ____________________________________________________________ [NOTE: BACK TO FA65 FOR 2ND/3RD PLANS; FORWARD TO FA101 WHEN ALL PLANS ARE RECORDED] 0000000. None 1-9999993. Dollar amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3723 11596 218993 1455094 0 9999999 W3735 11596 68245 817431 0 9999999 W3747 11596 720 26274 0 999999 W3748 FA71. Now I'd like to ask about pension or retirement plans on your job, sponsored by your employer or union. This includes not only basic pension or retirement plans, but also tax-deferred plans like thrift, savings, 401k, deferred profit-sharing, or stock ownership plans. Are you included in any such pension, retirement, or tax-deferred plan with this employer? [NOTE: IF R MENTIONS IRA OR KEOGH PLANS, NOTE IN COMMENT BOX AND SAY: "We will ask about these later in the interview. Here, I just want to find out about other plans operated through your employer." ____________________________________________________________ 1. Yes [GO TO FA72] 5. No 8. Don't Know; DK 9. Refused; RF 0. Inap. W3748 Code Frequency ---------------------- 0 9078 1 582 5 1917 8 18 9 1 W3749 FA71a. Does your employer offer any such plans? ____________________________________________________________ 1. Yes 5. No [GO TO FA101] 8. Don't Know; DK [GO TO FA101] 9. Refused; RF [GO TO FA101] 0. Inap. W3749 Code Frequency ---------------------- 0 9660 1 415 5 1454 8 47 9 20 W3750 FA71b. Are you eligible to be included in any of these plans? ____________________________________________________________ 1. Yes 5. No [GO TO FA71e] 6. Eligible if worked full-time [GO TO FA101] 8. Don't Know; DK [GO TO FA101] 9. Refused; RF [GO TO FA101] 0. Inap. W3750 Code Frequency ---------------------- 0 11181 1 166 5 171 6 56 8 7 9 15 W3751 FA71c. Does your employer make contributions to any such plans? ____________________________________________________________ 1. Yes 5. No 8. Don't Know; DK 9. Refused; RF 0. Inap. W3751 Code Frequency ---------------------- 0 11430 1 96 5 47 8 22 9 1 W3752 FA71d. Do you intend to participate in any such plan at some time in the future? ____________________________________________________________ 1. Yes [GO TO FA101] 5. No [GO TO FA101] 8. Don't Know; DK [GO TO FA101] 9. Refused; RF [GO TO FA101] 0. Inap. W3752 Code Frequency ---------------------- 0 11430 1 75 5 85 8 5 9 1 W3753 FA71e. Will you be eligible if you continue to work for this employer? ____________________________________________________________ 1. Yes 3. Depends [GO TO FA101] 5. No [GO TO FA101] 8. Don't Know; DK [GO TO FA101] 9. Refused; RF [GO TO FA101] 0. Inap. W3753 Code Frequency ---------------------- 0 11436 1 86 3 10 5 64 W3754 FA71f. How many more years will you have to work for this employer before you will be included in a pension plan? ____________________________________________________________ 1. One year or less [GO TO FA101] 2-30. Years [GO TO FA101] 97. Other (F2 to Specify) [GO TO FA101] 98. Don't Know; DK [GO TO FA101] 99. Refused; RF [GO TO FA101] 0. Inap. [GO TO FA101] Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3754 11596 0 3 0 98 W3755 FA72. In how many different plans of this sort are you included on this job? ____________________________________________________________ 1-10. Plans 97. Other (F2 to Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3755 11596 0 3 0 98 W3756, FA73. ONE PLAN: I would like to know what type of plan W3808, this is. W3860, MORE THAN ONE PLAN: Now I have some questions about the (next) most important of these plans. (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.) Is your plan Type A or Type B? [NOTE: 401-K, 403-B, ESOP, SRA, THRIFT/SAVINGS, STOCK/PROFIT SHARING, MONEY PURCHASE PLANS ARE ALL TYPE B RETIREMENT PLANS. TYPE B PLANS ARE OFTEN CALLED "DEFINED BENEFIT" PLANS. ____________________________________________________________ 1. Type A (Formula) [GO TO FA75] 2. Type B (Account) [GO TO FA88] 3. Both A & B 8. Don't Know; DK [GO TO FA75] 9. Refused; RF [GO TO FA75] 0. Inap. W3756 Code Frequency ---------------------- 0 10730 1 422 2 359 3 58 8 25 9 2 W3808 Code Frequency ---------------------- 0 11429 1 57 2 89 3 11 8 6 9 4 W3860 Code Frequency ---------------------- 0 11556 1 6 2 19 3 5 8 7 9 3 W3757, FA74. For that part of your plan where money is W3809, accumulated in an account, how much is in the W3861 account at present? ____________________________________________________________ 0000000. None 1-9999993. Dollar amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3757 11596 11327 334661 0 9999998 W3809 11596 3457 185704 0 9999998 W3861 11596 2589 160831 0 9999998 W3758, FA75. How much do you currently contribute (as a percent W3810, of your pay or amount of money per month or year)? W3862 [NOTE: INCLUDE CONTRIBUTIONS THROUGH SALARY DEDUCTIONS, UNION DUES OR OTHER SOURCES] ____________________________________________________________ 1. Percent of pay 2. Amount per month/year [GO TO FA75b] 7. Don't contribute anything; Included in union dues [GO TO FA76] 8. Don't Know; DK [GO TO FA76] 9. Refused; RF [GO TO FA76] 0. Inap. W3758 Code Frequency ---------------------- 0 11089 1 157 2 108 7 210 8 29 9 3 W3810 Code Frequency ---------------------- 0 11518 1 17 2 8 7 42 8 8 9 3 W3862 Code Frequency ---------------------- 0 11575 1 1 2 1 7 12 8 5 9 2 W3759, FA75a. ENTER PERCENT OF PAY W3811, W3863 ____________________________________________________________ 1-100 Percent [GO TO FA76] 998. Don't Know; DK [GO TO FA76] 999. Refused; RF [GO TO FA76] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3759 11596 3 55 0 998 W3811 11596 0 19 0 998 W3863 11596 0 0 0 53 W3760, FA75b. How much do you currently contribute? W3812, W3864 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ 0000000. Nothing [GO TO FA76] 1-9999993. Amount 9999994. $9,999,994 or More (Specify) 9999997. Other (F2 TO Specify) [GO TO FA76] 9999998. Don't Know; DK [GO TO FA76] 9999999. Refused; RF [GO TO FA76] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3760 11596 1386 37122 0 999999 W3812 11596 345 18570 0 999999 W3864 11596 86 9286 0 999999 W3761, FA75c. Was that per month or year? W3813, W3865 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FA75b PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 7. Other (Specify) 8. Don't Know; DK 9. Refused; RF 0. Inap. W3761 Code Frequency ---------------------- 0 11505 1 3 2 11 3 11 4 47 5 3 6 13 7 1 97 2 W3813 Code Frequency ---------------------- 0 11591 1 3 3 1 4 1 W3865 Code Frequency ---------------------- 0 11596 W3762, FA76. For how many years altogether have you been included W3814, in this plan? W3866 [NOTE: INCLUDE YEARS WITH OTHER EMPLOYERS IF SAME PLAN] ____________________________________________________________ 1. One year or less 2-50. Years in plan 96. None (no other info given) 97. Other (F2 to Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3762 11596 1 5 0 99 W3814 11596 0 3 0 99 W3866 11596 0 3 0 99 W3763, FA77. At what age do you expect to start receiving W3815, benefits from this plan? W3867 ____________________________________________________________ 40-80. Age 95. Already receiving benefits 96. Answer in years 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3763 11596 3 14 0 99 W3815 11596 0 6 0 99 W3867 11596 0 3 0 99 W3764, FA77a. "Expected age to start receiving benefits" IN YEARS: W3816, W3868 ____________________________________________________________ 1. One year or less 2-40. Years 97. Other (F2 to Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3764 11596 0 3 0 98 W3816 11596 0 1 0 97 W3868 11596 0 1 0 97 W3765, FA78. About how much do you expect your benefits to be? W3817, (As a percent of your pay at retirement, or as an W3869 amount per month or year?) ____________________________________________________________ 1. Percent of pay 2. Amount per month/year [GO TO FA78b] 3. Lump sum [GO TO FA78d] 8. Don't Know; DK [GO TO FA79] 9. Refused; RF [GO TO FA79] 0. Inap. W3765 Code Frequency ---------------------- 0 11089 1 86 2 277 3 46 8 93 9 5 W3817 Code Frequency ---------------------- 0 11518 1 7 2 37 3 10 8 21 9 3 W3869 Code Frequency ---------------------- 0 11575 1 4 2 5 3 4 8 5 9 3 W3766, FA78a. ENTER PERCENT OF FINAL PAY AT RETIREMENT: W3818, W3870 ____________________________________________________________ 1-100 Percent 998. Don't Know; DK 999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3766 11596 2 43 0 998 W3818 11596 0 16 0 998 W3870 11596 0 1 0 77 W3767, FA78b. How much do you expect to receive? W3819, W3871 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ 0000000. None 1-9999993. Dollar amount 9999994. $9,999,994 or More (Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3767 11596 61288 780114 0 9999999 W3819 11596 14666 382622 0 9999999 W3871 11596 2596 160833 0 9999998 W3768, FA78c. Was that per month or year? W3820, W3872 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FA78b PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W3768 Code Frequency ---------------------- 0 11387 4 189 6 17 97 1 98 2 W3820 Code Frequency ---------------------- 0 11576 4 18 6 2 W3872 Code Frequency ---------------------- 0 11594 4 1 6 1 W3769, FA78d. LUMP SUM AMOUNT: W3821, W3873 ____________________________________________________________ 0000000. None 1-9999993. Dollar amount 9999994. $9,999,994 or More (Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3769 11596 14935 383084 0 9999998 W3821 11596 5189 227422 0 9999998 W3873 11596 865 92864 0 9999999 W3770, FA79. (Most pension plans have a normal retirement age at W3822, which full benefits--sometimes called unreduced W3874 benefits--can be received.) Some plans allow retirement at an earlier age, usually with reduced benefits. And in many plans, normal retirement age depends on years of service. What is the earliest age at which you would be eligible to receive full or unreduced pension benefits from this job? ____________________________________________________________ 35-80. Age 92. Now; Current age 93. Can't at all 94. Formula given 95. Any time; No age requirement; Any age [GO TO FA82] 97. Other (F2 to Specify) [GO TO FA82] 98. Don't Know; DK [GO TO FA82] 99. Refused; RF [GO TO FA82] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3770 11596 3 14 0 99 W3822 11596 0 6 0 99 W3874 11596 0 4 0 99 W3771, FA80. How much would these full or unreduced benefits be W3823, as a percentage of your pay at retirement or amount W3875 of dollars per month or year? ____________________________________________________________ 1. Percent of pay 2. Amount per month/year [GO TO FA80b] 3. Lump sum [GO TO FA80d] 8. Don't Know; DK [GO TO FA81] 9. Refused; RF [GO TO FA81] 0. Inap. W3771 Code Frequency ---------------------- 0 11314 1 74 2 120 3 20 8 65 9 3 W3823 Code Frequency ---------------------- 0 11553 1 13 2 18 3 2 8 10 W3875 Code Frequency ---------------------- 0 11590 1 2 2 1 3 1 8 2 W3772, FA80a. ENTER PERCENT OF FINAL PAY AT RETIREMENT: W3824, W3876 ____________________________________________________________ 1-100 Percent [GO TO FA81] 998. Don't Know; DK [GO TO FA81] 999. Refused; RF [GO TO FA81] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3772 11596 1 30 0 998 W3824 11596 0 16 0 998 W3876 11596 0 1 0 61 W3773, FA80b. How much do you expect to receive? W3825, W3877 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ 0000000. Nothing [GO TO FA81] 1-9999993. Dollar amount 9999994. $9,999,994 or More 9999997. Other (F2 TO Specify) [GO TO FA81] 9999998. Don't Know; DK [GO TO FA81] 9999999. Refused; RF [GO TO FA81] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3773 11596 21580 463837 0 9999998 W3825 11596 7762 278495 0 9999998 W3877 11596 862 92864 0 9999998 W3774, FA80c. Was that per month or year? W3826, W3878 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FA80b PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W3774 Code Frequency ---------------------- 0 11501 4 86 6 8 99 1 W3826 Code Frequency ---------------------- 0 11587 4 7 6 2 W3878 Code Frequency ---------------------- 0 11596 W3775, FA80d. LUMP SUM AMOUNT: W3827, W3879 ____________________________________________________________ 0000000. None 1-9999993. Dollar amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3775 11596 5276 227607 0 9999999 W3827 11596 866 92865 0 9999998 W3879 11596 0 0 0 0 W3776, FA81. If you work with this employer until AGE GIVEN IN W3828, FA79, how much do you expect your pay to be? W3880 [NOTE: IF PER HOUR BE SURE TO ADD 00 FOR CENTS IF THERE ARE NONE] ____________________________________________________________ 0000000. Nothing; Zero [GO TO FA82] 1-9999993. Dollar amount 9999994. $9,999,994 or More (F2 to Specify) 9999995. Same as current pay 9999997. Other (F2 TO Specify) [GO TO FA82] 9999998. Don't Know; DK [GO TO FA82] 9999999. Refused; RF [GO TO FA82] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3776 11596 139318 1170107 0 9999999 W3828 11596 15571 393701 0 9999999 W3880 11596 867 92865 0 9999998 W3777, FA81a. Was that per week, month, or year? W3829, W3881 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FA81 PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W3777 Code Frequency ---------------------- 0 11312 1 74 2 12 3 3 4 80 6 110 11 2 97 2 99 1 W3829 Code Frequency ---------------------- 0 11575 1 6 2 2 4 3 6 10 W3881 Code Frequency ---------------------- 0 11595 6 1 W3778, FA82. What is the earliest age at which you could leave W3830, this employer and start to receive pension benefits? W3882 ____________________________________________________________ 35-80. Age 92. Now; Current age 93. Can't at all 94. Formula given 95. Any time; No age requirement; Any age [GO TO FA85] 97. Other (F2 to Specify) [GO TO FA85] 98. Don't Know; DK [GO TO FA85] 99. Refused; RF [GO TO FA85] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3778 11596 3 14 0 99 W3830 11596 0 6 0 99 W3882 11596 0 3 0 99 W3779, FA84. By how much would your pension be reduced from full W3831, benefits if you left this job at AGE GIVEN IN FA82? W3883 ____________________________________________________________ 1. Percent of benefits 2. Amount per month/year [GO TO FA84b] 3. Lump sum [GO TO FA84d] 4. Percent per year 6. Benefits would not be reduced [GO TO FA85] 8. Don't Know; DK [GO TO FA85] 9. Refused; RF [GO TO FA85] 0. Inap. W3779 Code Frequency ---------------------- 0 11165 1 122 2 55 3 5 4 6 6 134 8 107 9 2 W3831 Code Frequency ---------------------- 0 11537 1 24 2 4 3 2 4 2 6 14 8 13 W3883 Code Frequency ---------------------- 0 11584 1 6 2 1 6 2 8 2 9 1 W3780, FA84a. ENTER PERCENT OF BENEFITS OR PERCENT PER YEAR AT W3832, RETIREMENT: W3884 ____________________________________________________________ 1-100 Percent [GO TO FA85] 998. Don't Know; DK [GO TO FA85] 999. Refused; RF [GO TO FA85] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3780 11596 2 46 0 998 W3832 11596 0 16 0 998 W3884 11596 0 9 0 998 W3781, FA84b. How much would your benefits be reduced? W3833, W3885 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ 0000000. None [GO TO FA85] 1-9999993. Dollar amount 9999994. $9,999,994 or More (F2 to Specify) 9999995. "Very little" 9999997. Other (F2 TO Specify) [GO TO FA85] 9999998. Don't Know; DK [GO TO FA85] 9999999. Refused; RF [GO TO FA85] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3781 11596 10350 321536 0 9999998 W3833 11596 1725 131323 0 9999999 W3885 11596 862 92864 0 9999998 W3782, FA84c. Was that per month or year? W3834, W3886 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FA84b PER 1. Hour [GO TO FA85] 2. Week [GO TO FA85] 3. Every two weeks/Bi-weekly [GO TO FA85] 4. Month [GO TO FA85] 5. Twice a month [GO TO FA85] 6. Year [GO TO FA85] 97. Other (Specify) [GO TO FA85] 98. Don't Know; DK [GO TO FA85] 99. Refused; RF [GO TO FA85] 0. Inap. W3782 Code Frequency ---------------------- 0 11552 2 1 4 38 6 3 98 2 W3834 Code Frequency ---------------------- 0 11594 4 2 W3886 Code Frequency ---------------------- 0 11596 W3783, FA84d. LUMP SUM AMOUNT: W3835, W3887 ____________________________________________________________ 0000000. None 1-9999993. Dollar amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3783 11596 865 92864 0 9999998 W3835 11596 3 263 0 20000 W3887 11596 0 0 0 0 W3784, FA85. Does the amount of your pension depend on Social W3836, Security benefits, in that when you start receiving W3888 Social Security benefits your pension benefits will be reduced? ____________________________________________________________ 1. Yes 5. No [GO TO FA86] 8. Don't Know; DK [GO TO FA86] 9. Refused; RF [GO TO FA86] 0. Inap. W3784 Code Frequency ---------------------- 0 11089 1 59 5 395 8 52 9 1 W3836 Code Frequency ---------------------- 0 11518 1 8 5 60 8 7 9 3 W3888 Code Frequency ---------------------- 0 11575 5 15 8 4 9 2 W3785, FA85a. When will this change take place: automatically at W3837, age 62, automatically at age 65, when you start W3889 receiving Social Security benefits, or at some other time? ____________________________________________________________ 1. At age 62 2. At age 65 3. When social security benefits begin 4. At some other time 8. Don't Know; DK 9. Refused; RF 0. Inap. W3785 Code Frequency ---------------------- 0 11537 1 21 2 14 3 20 4 2 8 2 W3837 Code Frequency ---------------------- 0 11588 1 3 2 1 3 4 W3889 Code Frequency ---------------------- 0 11596 W3786, FA86. Rather than regular retirement benefits, could you W3838, choose to receive a lump-sum settlement from this W3890 plan when you retire? ____________________________________________________________ 1. Yes 2. Yes, Partial lump sum 5. No 8. Don't Know; DK 9. Refused; RF 0. Inap. W3786 Code Frequency ---------------------- 0 11135 1 136 2 14 5 263 8 47 9 1 W3838 Code Frequency ---------------------- 0 11526 1 16 2 2 5 31 8 6 9 15 W3890 Code Frequency ---------------------- 0 11580 1 3 5 5 8 5 9 3 W3787, FA88. (Could you tell me a little more about this plan?) W3839, Is it a thrift or savings plan, a 401K, a 403B, a W3891 Supplemental Retirement Account, a profit-sharing plan, a stock purchase plan, a money purchase plan, or what? ____________________________________________________________ 01. THRIFT OR SAVINGS; "savings and investment plan"; "deferred compensation"; "civil service" 02. 401K; "tax shelter"; combination of 01 and 02; 457K 03. 403b 04. SRA (Supplemental Retirement Account) 05. PROFIT SHARING; combination of 05 and 06 06. STOCK PURCHASE; ESOP (Employee Stock Option Plan) 07. MONEY PURCHASE 08. Annuity (incl. tax deferred) 11. IRA; IRA/SEP 12. SEPP: Simplified Employee Pension Plan 15. Combination of 02 and 05 16. Combination of 01 and 06 17. Combination of 02 and 06 18. Other combinations 97. Other (specify) 98. Don't Know; DK 99. Not Ascertained; NA 00. Inap W3787 Code Frequency ---------------------- 0 11237 1 62 2 172 3 10 4 18 5 40 6 16 7 4 8 7 11 3 97 4 98 16 99 7 W3839 Code Frequency ---------------------- 0 11507 1 13 2 27 3 5 4 8 5 8 6 8 97 18 98 1 99 1 W3891 Code Frequency ---------------------- 0 11577 1 3 2 4 3 1 4 1 5 4 6 2 7 1 97 3 W3788, FA89. For how many years altogether have you been included W3840, in this plan? W3892 [NOTE: INCLUDE YEARS WITH OTHER EMPLOYERS, IF SAME PLAN] ____________________________________________________________ 1. One year or less 2-50. Years 96. None (no other info given) 97. Other (F2 to Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3788 11596 0 4 0 98 W3840 11596 0 2 0 97 W3892 11596 0 1 0 36 W3789, FA90. How much does your employer contribute (as a percent W3841, of your pay or amount of money per month or year)? W3893 ____________________________________________________________ 1. Percent of pay 2. Amount per month/year [GO TO FA90b] 5. Based on profits [GO TO FA91] 6. Doesn't contribute anything [GO TO FA91] 8. Don't Know; DK [GO TO FA91] 9. Refused; RF [GO TO FA91] 0. Inap. W3789 Code Frequency ---------------------- 0 11237 1 195 2 63 5 3 6 55 8 43 W3841 Code Frequency ---------------------- 0 11507 1 30 2 18 6 37 8 3 9 1 W3893 Code Frequency ---------------------- 0 11577 1 4 2 3 6 9 8 3 W3790, FA90a. ENTER PERCENT OF PAY: W3842, W3894 ____________________________________________________________ 1-100 Percent [GO TO FA91] 998. Don't Know; DK [GO TO FA91] 999. Refused; RF [GO TO FA91] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3790 11596 3 49 0 998 W3842 11596 0 16 0 998 W3894 11596 0 1 0 50 W3791, FA90b. ENTER EMPLOYER CONTRIBUTED AMOUNT: W3843, W3895 ____________________________________________________________ 0000000. None [GO TO FA91] 1-9999993. Dollar amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FA91] 9999998. Don't Know; DK [GO TO FA91] 9999999. Refused; RF [GO TO FA91] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3791 11596 21563 463837 0 9999998 W3843 11596 7762 278495 0 9999998 W3895 11596 1725 131323 0 9999998 W3792, FA90c. Was that per month or year? W3844 W3896 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FA90b PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 12. Quarter 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W3792 Code Frequency ---------------------- 0 11547 1 1 2 3 3 3 4 10 6 22 7 1 97 5 98 4 W3844 Code Frequency ---------------------- 0 11581 1 2 2 2 4 5 5 1 6 4 97 1 W3896 Code Frequency ---------------------- 0 11595 2 1 W3793, FA91. How much do you currently contribute (as a percent W3845, of your pay or amount of money per month or year)? W3897 ____________________________________________________________ 1. Percent of pay 2. Amount per month/year [GO TO FA91b] 6. Don't contribute anything; Included in union dues [GO TO FA92] 8. Don't Know; DK [GO TO FA92] 9. Refused; RF [GO TO FA92] 0. Inap. W3793 Code Frequency ---------------------- 0 11237 1 170 2 73 6 97 8 18 9 1 W3845 Code Frequency ---------------------- 0 11507 1 34 2 30 6 23 8 2 W3897 Code Frequency ---------------------- 0 11577 1 3 2 6 6 8 8 2 W3794, FA91a. ENTER PERCENT OF PAY: W3846, W3898 ____________________________________________________________ 1-100. Percent 998. Don't Know; DK 999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3794 11596 1 36 0 998 W3846 11596 0 9 0 998 W3898 11596 0 0 0 25 W3795, FA91b. How much do you contribute? W3847, W3899 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ 0000000. None [GO TO FA92] 1-9999993. Dollar amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FA92] 9999998. Don't Know; DK [GO TO FA92] 9999999. Refused; RF [GO TO FA92] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3795 11596 5179 227420 0 9999999 W3847 11596 2590 160831 0 9999997 W3899 11596 0 24 0 2431 W3796, FA91c. Was that per month or year? W3848, W3900 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FA91b PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 12. Quarter 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W3796 Code Frequency ---------------------- 0 11528 1 1 2 11 3 8 4 32 6 15 97 1 W3848 Code Frequency ---------------------- 0 11566 1 1 2 3 3 3 4 14 5 1 6 7 97 1 W3900 Code Frequency ---------------------- 0 11590 2 2 4 3 6 1 W3797, FA92. How much money is in your account at present? W3849, W3901 ____________________________________________________________ 0000000. None 1-9999993. Amount 9999994. $9,999,994 or More (F2 to Specify) 9999995. Just started 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3797 11596 96132 973720 0 9999999 W3849 11596 20856 454493 0 9999999 W3901 11596 1758 131331 0 9999998 W3798, FA93. Are you able to choose how the money in your account W3850, is invested? W3902 ____________________________________________________________ 1. Yes 5. No [GO TO FA95] 8. Don't Know; DK [GO TO FA95] 9. Refused; RF [GO TO FA95] 0. Inap. W3798 Code Frequency ---------------------- 0 11237 1 185 5 165 8 9 W3850 Code Frequency ---------------------- 0 11507 1 56 5 31 8 1 9 1 W3902 Code Frequency ---------------------- 0 11577 1 8 5 11 W3799, FA94. Is the money in this account invested mostly in W3851, stocks, mostly in interest earning assets, is it W3903 about evenly split between these, or what? ____________________________________________________________ 1. Mostly or all stock (including mutual funds) 2. Mostly or all interest earning (including bonds) 3. Split 5. Not invested 7. Other (Specify) 8. Don't Know; DK 9. Refused; RF 0. Inap. W3799 Code Frequency ---------------------- 0 11411 1 48 2 38 3 81 5 2 7 4 8 10 9 2 W3851 Code Frequency ---------------------- 0 11540 1 16 2 13 3 23 7 3 8 1 W3903 Code Frequency ---------------------- 0 11588 1 4 2 2 3 2 W3800, FA95. Does this plan allow you to receive benefits in the W3852, form of a lump sum payment? W3904 ____________________________________________________________ 1. Yes 2. Yes, Partial lump sum 5. No 8. Don't Know; DK 9. Refused; RF 0. Inap. W3800 Code Frequency ---------------------- 0 11237 1 265 2 12 5 55 8 27 W3852 Code Frequency ---------------------- 0 11507 1 70 2 2 5 13 8 3 9 1 W3904 Code Frequency ---------------------- 0 11577 1 13 5 4 8 2 W3801, FA96. Does it allow you to receive benefits in the form W3853, of installments or a monthly pension? W3905 ____________________________________________________________ 1. Yes 5. No [GO TO FA97] 8. Don't Know; DK [GO TO FA97] 9. Refused; RF [GO TO FA97] 0. Inap. W3801 Code Frequency ---------------------- 0 11237 1 245 5 67 8 47 W3853 Code Frequency ---------------------- 0 11507 1 65 5 18 8 5 9 1 W3905 Code Frequency ---------------------- 0 11577 1 13 5 5 8 1 W3802, FA96a. What is the youngest age at which you could leave W3854, this employer and start receiving a monthly pension W3906 or installments from this plan? ____________________________________________________________ 35-80. Age 92. Now; Current age 93. Can't at all 94. Formula given 95. Any time; No age requirement; Any age 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3802 11596 1 10 0 98 W3854 11596 0 5 0 98 W3906 11596 0 2 0 65 W3803, FA97. At what age do you expect to start receiving any W3855, benefits from this plan? W3907 ____________________________________________________________ 35-80. Age 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3803 11596 2 12 0 99 W3855 11596 1 6 0 98 W3907 11596 0 3 0 98 W3804 FA97a. In what form do you expect to receive benefits? (As W3856 a lump sum payment, as a monthly pension, as W3908 installments, or what? ____________________________________________________________ [NOTE: Variables w3805-w3807, w3857-w3859, and w3909-w3911 were removed to save space because they contained no data. Multiple mentions were allowed for these questions, and in no instance did a single respondent require more than one.] 1. Lump sum 2. Monthly pension 3. Installments 4. Split 6. Already receiving 7. Other (Specify) 8. Don't Know; DK 9. Refused; RF 0. Inap. W3804 Code Frequency ---------------------- 0 11237 1 130 2 172 3 28 4 1 6 1 7 4 8 23 W3856 Code Frequency ---------------------- 0 11507 1 25 2 42 3 11 4 1 7 4 8 6 W3908 Code Frequency ---------------------- 0 11577 1 8 2 9 7 1 8 1 W3912 FA99. Altogether how much do you have in your account balance(s) for any other pension plans or savings plan(s) from this job? ____________________________________________________________ 0000000. None 1-9999993. Dollar amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3912 11596 6046 245632 0 9999999 W3913 FA101. Counting high school graduation as 12 years, about how many years of school would you say are needed to do your job reasonably well? ____________________________________________________________ 00. None 1-20. Years of school 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3913 11596 3 13 0 99 FA101 For someone with this much formal schooling, about a/b. how much experience do you think it would take to become good at your job? W3914 AMOUNT: ____________________________________________________________ 00. None; No experience 1-97. 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3914 11596 2 17 0 1500 W3915 UNIT: ____________________________________________________________ 1. Hours 2. Weeks 3. Days 4. Months 6. Years 11. Day 7. Other (Specify) 8. Don't Know; DK 9. Refused; RF 0. Inap. W3915 Code Frequency ---------------------- 0 9777 1 122 2 169 4 338 6 1099 7 19 8 63 9 4 11 5 W3917 FA107. If your employer offered you a choice of moving to a different state with the same pay and responsibility or being laid off, which would you probably do? ____________________________________________________________ 1. Move 2. Accept layoff 3. Depends on location 4. Retire 8. Don't Know; DK 9. Refused; RF 0. Inap. W3917 Code Frequency ---------------------- 0 5935 1 1498 2 3381 3 329 4 329 8 109 9 15 W3918 FA108. Over the next several years, do you expect your earnings, adjusted for inflation, to go up, stay about the same, or go down? ____________________________________________________________ 1. Go up 3. Stay about the same 5. Go down 8. Don't Know; DK 9. Refused; RF 0. Inap. W3918 Code Frequency ---------------------- 0 5935 1 3210 3 2075 5 317 8 53 9 6 W3919 FA109. Sometimes people look for a different job even when they are currently working. Are you currently looking for another job? ____________________________________________________________ 1. Yes 5. No [GO TO FA114] 8. Don't Know; DK [GO TO FA114] 9. Refused; RF [GO TO FA114] 0. Inap. W3919 Code Frequency ---------------------- 0 6268 1 529 5 4795 8 1 9 3 W3920 FA110. Are you looking for jobs only in this area, or are you considering jobs that would require you to move? ____________________________________________________________ 1. Jobs in this area 2. Jobs requiring a move 3. Both/Either one 5. No [GO TO FA114] 8. Don't Know; DK 9. Refused; RF 0. Inap. W3920 Code Frequency ---------------------- 0 11067 1 416 2 52 3 59 9 2 W3921 FA111. Are you looking for part-time or full-time work? ____________________________________________________________ 1. Part-time 2. Full-time 3. Either kind 8. Don't Know; DK 9. Refused; RF 0. Inap. W3921 Code Frequency ---------------------- 0 11067 1 99 2 378 3 49 9 3 W3922 FA112. Are you looking for the same kind of work you're doing now, or something different? ____________________________________________________________ 1. Same [GO TO FA113] 2. Either/Both [GO TO FA113] 3. Different 8. Don't Know; DK [GO TO FA113] 9. Refused; RF [GO TO FA113] 0. Inap. W3922 Code Frequency ---------------------- 0 11067 1 202 2 103 3 222 9 2 W3922A FA112a. How would it be different? W3922B ____________________________________________________________ Preference for change to: 01. Self-employment; prefer to be my own boss 02. Return to a previous job type 03. Looks for job R has done as a hobby or "second" job 04. Work at home 11. Fewer/more hours 12. Different work schedule (exc. 11); "no more nights" 13. (More) interesting/challenging 14. Less physically demanding; less stressful 15. Better pay/benefits 16. Promotion; more responsibility 17. Different work environment--NFS 21. Gives specific job title different from current/last job 22. Gives general type of work different from current/last job Need/desperation/lack of choice: 51. Would take any job; need/want work, don't care what type it is 52. Jobs like what R (has/had) not available at this time/in this area 53. Anything but this type of work; R clearly dislikes (current/last) job and seeks change because of this 95. R's answer indicates similar type of work on somewhat different product or in somewhat different industry (could have been coded 2 in previous question) 97. Other 98. Don't Know; DK 99. Not Ascertained; NA 00. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3922A 11596 0 4 0 99 W3922B 11596 0 1 0 53 W3923- FA113. During the past four weeks, what have you been doing W3928 to find another job? [NOTE: DO NOT READ CATEGORIES. ENTER ALL THAT APPLY] ____________________________________________________________ [NOTE: Variables w3929-w3931 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than six.] 01. CHECKED WITH PUBLIC EMPLOYMENT AGENCY 02. CHECKED WITH PRIVATE EMPLOYMENT AGENCY 03. VISITED EMPLOYERS DIRECTLY (included same employer); interviewed 04. PHONED OR WROTE EMPLOYERS DIRECTLY; sent resumes; updated resume 05. ASKED FRIENDS OR RELATIVES 06. PLACED OR ANSWERED ADS 07. READ ADS; "looked in the paper" 08. DIDN'T DO ANYTHING SPECIFIC 11. Started own business/already has new job 12. Go back to school/get training 97. Other (specify) 98. Don't Know; DK 99. Not Ascertained; NA 00. Inap W3923 Code Frequency ---------------------- 0 11067 1 33 2 14 3 80 4 53 5 47 6 27 7 108 8 152 11 7 12 4 97 1 99 3 W3924 Code Frequency ---------------------- 0 11420 1 10 2 7 3 27 4 28 5 43 6 13 7 42 12 1 97 5 W3925 Code Frequency ---------------------- 0 11522 1 2 2 2 3 6 4 11 5 16 6 13 7 16 97 8 W3926 Code Frequency ---------------------- 0 11569 1 1 2 1 3 1 4 2 5 4 6 4 7 12 97 2 W3927 Code Frequency ---------------------- 0 11589 2 1 5 2 7 4 W3928 Code Frequency ---------------------- 0 11595 7 1 W3932 FA113e1. How many employers did you visit? ____________________________________________________________ ENTER NUMBER OF EMPLOYERS: 1-95. Employers 97. Other (F2 to Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3932 11596 0 1 0 97 W3933 FA113f1. How many employers did you call or write? ____________________________________________________________ ENTER NUMBER OF EMPLOYERS: 1-95. Employers 97. Other (F2 to Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3933 11596 0 5 0 100 W3934 FA114. If you found out about another job like the one you have now, would you look into it? ____________________________________________________________ 1. Yes [GO TO FA115] 2. Probably [GO TO FA115] 3. Maybe [GO TO FA115] 4. Probably not 5. No 7. Other (Specify) 8. Don't Know; DK [GO TO FA115] 9. Refused; RF [GO TO FA115] 0. Inap. W3934 Code Frequency ---------------------- 0 6797 1 1031 2 337 3 318 4 389 5 2707 7 9 8 6 9 2 W3935- FA114a. Is that because you like your present job, because W3940 you don't think you could get an equally good job, because you might lose pension or health insurance benefits if you changed jobs, or what? [NOTE: ENTER ALL THAT APPLY] ____________________________________________________________ [NOTE: Variables w3941-w3942 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than six.] 01. LIKE PRESENT JOB; "not interested in changing jobs" 02. CAN'T GET EQUAL JOB; would have to take pay cut; would lose vacation benefits 03. MIGHT/WOULD LOSE PENSION BENEFITS 04. MIGHT/WOULD LOSE HEALTH INSURANCE BENEFITS; have current/chronic health problem 05. NEW JOB MIGHT NOT WORK OUT 06. OWNS BUSINESS, WANTS TO WORK FOR SELF 08. AGE OR PROXIMITY TO RETIREMENT; "been there too long"; have seniority 09. Might/would lose benefits--NA which, or all benefits 12. Under contract, obligated to stay 13. Owns own business; self-employed; works for family member 14. Transportation/distance to work 17. Don't want equal/same job; want better/ different job 21. Doesn't want to work at all; wants reduced hours 95. Already retired 97. Other (specify) 98. Don't Know; DK [GO TO FA115] 99. Not Ascertained; NA [GO TO FA115] 00. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3935 11596 1 4 0 99 W3936 11596 1 5 0 97 W3937 11596 0 5 0 97 W3938 11596 0 2 0 97 W3939 11596 0 2 0 97 W3940 11596 0 0 0 8 FA115. I'll read some statements that are true for some people's jobs but not for other people's jobs. Thinking of your job, please tell me how often these statements are true. ____________________________________________________________ W3943 FA115a. My job requires lots of physical effort. W3944 FA115b. (My job requires) lifting heavy loads. W3945 FA115c. (My job requires) stooping, kneeling, or crouching. W3946 FA115d. My job requires good eyesight. W3947 FA115e. (My job requires) intense concentration or attention. W3948 FA115f. (My job requires) skill in dealing with other people. Is this true all or almost all of the time, most of the time, some of the time, or none or almost none of the time? ____________________________________________________________ 1. All or almost all of the time 2. Most of the time 3. Some of the time 4. None or almost none of the time 8. Don't know; DK 9. Refused; RF 0. Inap. W3943 Code Frequency ---------------------- 0 9867 1 339 2 313 3 492 4 582 8 2 9 1 W3944 Code Frequency ---------------------- 0 9867 1 126 2 112 3 444 4 1045 8 1 9 1 W3945 Code Frequency ---------------------- 0 9867 1 225 2 197 3 573 4 731 8 1 9 2 W3946 Code Frequency ---------------------- 0 9867 1 1148 2 373 3 144 4 62 8 1 9 1 W3947 Code Frequency ---------------------- 0 9867 1 883 2 479 3 289 4 75 8 2 9 1 W3948 Code Frequency ---------------------- 0 9867 1 1176 2 286 3 173 4 91 8 1 9 2 FA116. DIDN'T HAVE SAME JOB AT WAVE 2 AS AT WAVE 1 (AND THUS WAS ASKED THE FA115 SEQUENCE): Here are some more statements that are true for some people's jobs but not for others. Again thinking of your job, this time please indicate how much you agree or disagree with each statement. DID HAVE SAME JOB AT WAVE 2 AS AT WAVE 2 (AND WAS NOT ASKED THE FA115 SEQUENCE): Here are some statements that are true for some people's jobs but not for others. Thinking of your job, please indicate how much you agree or disagree with each statement. ____________________________________________________________ W3949 FA116a. My job requires me to do more difficult things than it used to. W3950 FA116b. My job involves a lot of stress. W3951 FA116c. In decisions about promotion, my employer gives younger people preference over older people. W3952 FA116d. My co-workers make older workers feel that they ought to retire before age 65. W3953 FA116e. As I get older, I would prefer to gradually reduce the hours I work on this job, keeping my pay per hour the same. W3954 FA116f. My employer would let older workers move to a less demanding job with less pay if they wanted to. W3955 FA116g. I really enjoy going to work. Do you strongly agree, agree, disagree or strongly disagree with that statement? ____________________________________________________________ 1. Strongly agree 2. Agree 3. Disagree 4. Strongly disagree 5. Doesn't Apply 8. Don't know 9. Refused 0. Inap. W3949 Code Frequency ---------------------- 0 6268 1 828 2 1892 3 2285 4 310 8 9 9 4 W3950 Code Frequency ---------------------- 0 6268 1 968 2 2186 3 1953 4 214 8 6 9 1 W3951 Code Frequency ---------------------- 0 6268 1 278 2 829 3 3477 4 616 6 42 8 76 9 10 W3952 Code Frequency ---------------------- 0 6268 1 217 2 693 3 3563 4 765 6 42 8 43 9 5 W3953 Code Frequency ---------------------- 0 6268 1 596 2 2275 3 2169 4 250 6 13 8 21 9 4 W3954 Code Frequency ---------------------- 0 6268 1 125 2 1471 3 2994 4 536 6 41 8 157 9 4 W3955 Code Frequency ---------------------- 0 6268 1 1337 2 3275 3 612 4 96 8 6 9 2 W3956 FA117. Are you doing any other work for pay now, such as (another) business of your own, a second job or the military reserves? ____________________________________________________________ 1. Yes 5. No [GO TO FA121] 8. Don't Know; DK [GO TO FA121] 9. Refused; RF [GO TO FA121] 0. Inap. W3956 Code Frequency ---------------------- 0 5935 1 596 5 5061 9 4 W3957- FA117a. Is this your own business, a second job, the W3958 military reserves, or what? [NOTE: ENTER ALL THAT APPLY] ____________________________________________________________ [NOTE: Variables w3959-w3960 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than two.] 01. OWN BUSINESS (self employment); "own a store/farm/shop" 02. SECOND JOB 03. MILITARY RESERVES 13. Local office holder; trustee; board of directors 97. Other (specify) 98. Don't Know; DK 99. Not Ascertained; NA 00. Inap W3957 Code Frequency ---------------------- 0 11000 1 287 2 295 3 6 13 5 99 3 W3958 Code Frequency ---------------------- 0 11586 1 3 2 4 97 3 W3961 FA118. How many hours a week do you usually work on (this other job/these other jobs)? ____________________________________________________________ 1-96. Hours 97. Other (F2 to Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3961 11596 1 7 0 99 W3962 FA119. Counting paid vacations as weeks of work, how many weeks a year do you usually work on (this other job/these other jobs)? ____________________________________________________________ 1-52. Weeks 97. Other (F2 to Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3962 11596 2 11 0 99 W3963 FA120. About how much do you earn before taxes from (this other job/these other jobs)? [NOTE: IF PER HOUR BE SURE TO ADD 00 FOR CENTS IF THERE ARE NONE] ____________________________________________________________ 0000000. None [GO TO FA121] 1-9999993. Dollar amount 9999994. $9,999,994 or More (F2 to Specify) 9999995. Just started job 9999997. Other (F2 TO Specify) [GO TO FA121] 9999998. Don't Know; DK [GO TO FA121] 9999999. Refused; RF [GO TO FA121] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3963 11596 45098 668169 0 9999999 W3964 FA120a. Is that per hour, week, month, year, or what? ____________________________________________________________ AMOUNT GIVEN IN FA PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 11. Day 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W3964 Code Frequency ---------------------- 0 11080 1 99 2 64 3 15 4 49 6 265 11 3 97 18 98 3 W3965 FA121. Now I have a few questions about work and retirement. On your main job, what is the usual retirement age for people who work with you or have the same kind of job? ____________________________________________________________ 40-80. Years of age [GO TO FA122] 94. Formula given 96. No "usual"; Never [GO TO FA122] 97. Answer in years of service 98. Don't Know; DK [GO TO FA122] 99. Refused; RF [GO TO FA122] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3965 11596 37 39 0 99 W3966 FA121a. ENTER USUAL NUMBER OF YEARS OF SERVICE: ____________________________________________________________ 1-50. Years of service 94. Formula given 97. Other (F2 to Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3966 11596 0 4 0 97 W3967- FA122. Now I want to ask about your retirement plans. Do W3970 you plan to stop working altogether or reduce work hours at a particular date or age, have you not given it much thought, or what? [NOTE: DO NOT PROBE BUT ENTER ALL THAT APPLY AND ASK ALL FOLLOW-UP QUESTIONS] ____________________________________________________________ [NOTE: Variables w3971-w3974 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than four.] 01. STOP WORK ALTOGETHER 02. NEVER STOP WORK 03. NOT GIVEN MUCH THOUGHT 04. NO CURRENT PLANS; CONTINUE AS IS 05. WORK FEWER HOURS 06. CHANGE KIND OF WORK 07. WORK FOR MYSELF 12. Go back to school/get training 13. Dependent on spouse's health/retirement 14. Dependent on R's health 95. Already retired 97. Other (specify) 98. Don't Know; DK [GO TO FA123] 99. Not Ascertained; NA [GO TO FA123] 00. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3967 11596 2 5 0 99 W3968 11596 0 3 0 97 W3969 11596 0 2 0 97 W3970 11596 0 1 0 97 W3975 FA122a. At what age do you plan to stop working? ____________________________________________________________ 25-95. Years of age [GO TO FA122b] 96. Never [GO TO FA122b] 97. Answered in years that will stop working 98. Don't Know; DK [GO TO FA122b] 99. Refused; RF [GO TO FA122b] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3975 11596 8 21 0 98 W3976 FA122a1. ENTER YEAR PLANNING TO STOP WORKING: ____________________________________________________________ 1994-2020. Year planning to stop working 9996. Never 9997. Other (F2 to Specify) 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3976 11596 4 167 0 9997 W3977 FA122b. At what age do you plan to start working fewer hours? ____________________________________________________________ 25-94. Years of age 95. Already working fewer hours [GO TO FA122c] 96. Never [GO TO FA122c] 97. Year planning to start working fewer hours 98. Don't Know; DK [GO TO FA122c] 99. Refused; RF [GO TO FA122c] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3977 11596 6 18 0 98 W3978 FA122b1. ENTER YEAR PLANNING TO START WORKING FEWER HOURS: ____________________________________________________________ 1994-2020. Year 9997. Other (F2 to Specify) 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3978 11596 1 52 0 1998 W3979 FA122c. At what age do you plan to change the kind of work you do? ____________________________________________________________ 25-95. Years of age 96. Never [GO TO FA122d] 97. Year planning to change work 98. Don't Know; DK [GO TO FA122d] 99. Refused; RF [GO TO FA122d] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3979 11596 1 9 0 98 W3980 FA122c1. ENTER YEAR PLANNING TO CHANGE WORK: ____________________________________________________________ 1994-2020. Year planning to change work 9997. Other (F2 to Specify) 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3980 11596 0 19 0 1994 W3981 FA122d. At what age do you plan to start working for yourself? ____________________________________________________________ 25-94. Years of age 95. Already working for self [GO TO FA123] 96. Never [GO TO FA123] 97. Year planning self-employment 98. Don't Know; DK [GO TO FA123] 99. Refused; RF [GO TO FA123] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3981 11596 1 7 0 98 W3982 FA122d1. ENTER YEAR PLANNING TO START SELF-EMPLOYMENT: ____________________________________________________________ 1994-2020. Year starting self employment 9997. Other (F2 to Specify) 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3982 11596 2 100 0 9998 W3983 FA123. We are interested in what people think about retirement, whether they themselves are retired or not. At this time do you consider yourself partially retired, completely retired, or not retired at all? ____________________________________________________________ 1. Completely retired 3. Partly retired 5. Not retired at all [GO TO FA127] 7. Not relevant to R [GO TO FA127] 8. Don't Know; DK [GO TO FA127] 9. Refused; RF [GO TO FA127] 0. Inap. W3983 Code Frequency ---------------------- 0 6268 1 45 3 388 5 4824 7 69 8 2 FA123a. In what month and year did you (completely/partly) retire? [NOTE: MONTHS ENTERED MUST BE BEFORE WAVE-2 MONTH/YEAR] W3984 MONTH: ____________________________________________________________ 1. JAN 2. FEB 3. MAR 4. APR 5. MAY 6. JUN 7. JUL 8. AUG 9. SEP 10. OCT 11. NOV 12. DEC 98. Don't Know; DK 99. Refused; RF 0. Inap. W3984 Code Frequency ---------------------- 0 11325 1 32 2 5 3 17 4 14 5 25 6 34 7 14 8 21 9 17 10 15 11 15 12 24 98 37 99 1 W3985 YEAR: ____________________________________________________________ 1924-1994. Year 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W3985 11596 50 362 0 9999 W3986 FA124. Thinking back to the time you (partly/completely) retired, was that something you wanted to do or something you felt you were forced into? ____________________________________________________________ 1. Wanted to do 2. Forced into 3. Part wanted, Part forced 8. Don't Know; DK 9. Refused; RF 0. Inap. W3986 Code Frequency ---------------------- 0 11163 1 300 2 102 3 27 8 1 9 3 W3987 FA125. All in all, would you say that your retirement has turned out to be very satisfying, moderately satisfying, or not at all satisfying? ____________________________________________________________ 1. Very satisfying 2. Moderately satisfying 3. Not at all satisfying 8. Don't Know; DK 9. Refused; RF 0. Inap. W3987 Code Frequency ---------------------- 0 11551 1 33 2 11 9 1 W3988 FA126. Thinking about your retirement years compared to the years just before you retired, would you say the retirement years have been better, about the same, or not as good? ____________________________________________________________ 1. Better 3. About the same 5. Not as good 6. Retired less than 1 year ago 8. Don't Know; DK 9. Refused; RF 0. Inap. W3988 Code Frequency ---------------------- 0 11551 1 22 3 16 5 3 6 3 9 1 FA127. R "COMPLETELY RETIRED": I'm going to read you a list of reasons why some people retire. Please tell me whether, for you, these were very important reasons for retirement, moderately important, somewhat important, or not important at all. W3989 Poor health. W3990 Wanted to do other things. W3991 Didn't like the work W3992 Wanted to spend more time with my family. ____________________________________________________________ 1. Very important 2. Moderately important 3. Somewhat important 4. Not important at all 8. Don't Know; DK 9. Refused; RF 0. Inap. W3989 Code Frequency ---------------------- 0 11551 1 4 2 3 3 1 4 36 9 1 W3990 Code Frequency ---------------------- 0 11551 1 12 2 16 3 2 4 14 9 1 W3991 Code Frequency ---------------------- 0 11551 1 2 2 5 3 2 4 35 9 1 W3992 Code Frequency ---------------------- 0 11551 1 11 2 14 3 2 4 17 9 1 FA127. R COMPLETELY RETIRED: Now I'm going to read you a list of things that some people say are good about retirement. For each one, please tell me, was this very important, moderately important, somewhat important, or not important at all. OTHERWISE: Now I'm going to read you a list of things that some people say are good about retirement. For each one, please tell me if, for you, they are very important, moderately important, somewhat important, or not important at all. W3993 Being your own boss. W3994 Being able to take it easy. W3995 Having the chance to travel. ____________________________________________________________ 1. Very important 2. Moderately important 3. Somewhat important 4. Not important at all 8. Don't Know; DK 9. Refused; RF 0. Inap. W3993 Code Frequency ---------------------- 0 6268 1 1553 2 1223 3 778 4 1764 8 8 9 2 W3994 Code Frequency ---------------------- 0 6268 1 1927 2 1590 3 997 4 804 8 10 W3995 Code Frequency ---------------------- 0 6268 1 2292 2 1298 3 820 4 913 8 4 9 1 FA128. R "COMPLETELY RETIRED": Now for things that some people say are bad about retirement. Please tell me if, during your retirement, they have bothered you a lot, somewhat, a little, or not at all. OTHERWISE: Now for things that some people say are bad about retirement. Please tell me if they worry you a lot, somewhat, a little, or not at all. W3996 Not doing anything productive or useful. W3997 Illness or disability. W3998 Not having enough income to get by. ____________________________________________________________ 1. A lot 2. Somewhat 3. A little 4. Not at all 7. Didn't work 8. Don't Know; DK 9. Refused; RF 0. Inap. W3996 Code Frequency ---------------------- 0 6268 1 1273 2 995 3 608 4 2444 8 8 W3997 Code Frequency ---------------------- 0 6268 1 1729 2 1259 3 781 4 1549 8 10 W3998 Code Frequency ---------------------- 0 6268 1 2055 2 1318 3 800 4 1152 8 1 9 2 W3999 FA129. [EMPLOYEE AT WAVE I (F3=1) AND WAVE II (FA3=1) AND WAVE I EMPLOYER'S NAME NOT KNOWN:] Between MONTH/ YEAR STOPPED WORKING FOR WAVE I EMPLOYER and MONTH/ YEAR STARTED WORKING FOR CURRENT EMPLOYER, did you do any work for pay? [EMPLOYEE AT WAVE I (F3=1) AND WAVE II (FA3=1) AND WAVE I EMPLOYER'S NAME KNOWN:] After you stopped working for WAVE I EMPLOYER and before you started working for (IF CURRENT EMPLOYER'S NAME KNOWN: CURRENT EMPLOYER / ELSE: your current employer), did you do any work for pay? [SELF-EMPLOYED AT WAVE I (F3=2); EMPLOYEE AT WAVE II (FA3=1):] After you stopped working for yourself and before you started working for (IF CURRENT EMPLOYER'S NAME KNOWN: CURRENT EMPLOYER / ELSE: your current employer), did you do any work for pay? [ELSE:] Between MONTH/YEAR OF WAVE-1 INTERVIEW and the time you started working for your current employer, did you do any work for pay? ____________________________________________________________ 1. Yes 3. Denies working for Wave 1 employer 5. No [GO TO FA135] 6. Still working there 8. Don't Know; DK [GO TO FA135] 9. Refused; RF [GO TO FA135] 0. Inap. W3999 Code Frequency ---------------------- 0 10832 1 224 3 7 5 505 6 22 8 2 9 4 W4000 FA130. Counting yourself as an employer, if you were self employed, for how many employers did you work? ____________________________________________________________ 1. One 2. Two or more 8. Don't Know; DK 9. Refused; RF 0. Inap. W4000 Code Frequency ---------------------- 0 11362 1 155 2 78 8 1 W4001- FA131. ALTERNATIVE WORDINGS: During which of the months W4023 between MONTH/YEAR LEFT WAVE I EMPLOYER and MONTH/ YEAR STARTED CURRENT EMPLOYER were you working for pay? During which of the months between MONTH/YEAR STOPPED WORKING FOR SELF and MONTH/YEAR STARTED WORKING FOR CURRENT EMPLOYER were you working for pay? During which of the months between MONTH/YEAR OF WAVE I INTERVIEW] and MONTH/YEAR STARTED CURRENT EMPLOYER were you working for pay? Between MONTH/YEAR OF WAVE I INTERVIEW and the time you started working for your current employer, did you do any work for pay? [NOTE: ENTER ALL THAT APPLY] MONTH: ____________________________________________________________ [NOTE: Variables w4024-w4042 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than 23.] 1. JAN 92 2. FEB 92 3. MAR 92 4. APR 92 5. MAY 92 6. JUN 92 7. JUL 92 8. AUG 92 9. SEP 92 10. OCT 92 11. NOV 92 12. DEC 92 13. JAN 93 14. FEB 93 15. MAR 93 16. APR 93 17. MAY 93 18. JUN 93 19. JUL 93 20. AUG 93 21. SEP 93 22. OCT 93 23. NOV 93 24. DEC 93 25. JAN 94 26. FEB 94 27. MAR 94 28. APR 94 29. MAY 94 30. JUN 94 31. JUL 94 32. AUG 94 33. SEP 94 34. OCT 94 35. NOV 94 36. DEC 94 37. All of 1992 after W1 IW 38. All of 1993 39. All of 1994 to date 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4001 11596 1 8 0 99 W4002 11596 0 3 0 97 W4003 11596 0 3 0 39 W4004 11596 0 2 0 39 W4005 11596 0 2 0 39 W4006 11596 0 2 0 39 W4007 11596 0 2 0 30 W4008 11596 0 1 0 31 W4009 11596 0 1 0 32 W4010 11596 0 1 0 39 W4011 11596 0 1 0 34 W4012 11596 0 1 0 38 W4013 11596 0 1 0 36 W4014 11596 0 1 0 39 W4015 11596 0 1 0 28 W4016 11596 0 0 0 29 W4017 11596 0 0 0 30 W4018 11596 0 0 0 31 W4019 11596 0 0 0 32 W4020 11596 0 0 0 24 W4021 11596 0 0 0 25 W4022 11596 0 0 0 26 W4023 11596 0 0 0 27 W4043 FA132. During these months, how many hours per week did you usually work? ____________________________________________________________ 1-94. Hours per week 95. 95 or more 97. Other (F2 to Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4043 11596 1 7 0 120 W4044 FA133. On average, how much were you earning before deductions during these months? [NOTE: IF PER HOUR BE SURE TO ADD 00 FOR CENTS IF THERE ARE NONE] ____________________________________________________________ 0000000. None [GO TO FA134] 1-9999993. Dollar amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FA134] 9999998. Don't Know; DK [GO TO FA134] 9999999. Refused; RF [GO TO FA134] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4044 11596 38858 621764 0 9999999 W4045 FA133a. Was that per hour, week, month, or year? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN IN FA133 PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 11. Day 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W4045 Code Frequency ---------------------- 0 11389 1 96 2 54 3 1 4 30 6 18 11 6 97 1 98 1 W4046- FA134. Why did you stop working at that job? W4049 [NOTE: PROBE IF NECESSARY: Did the business close, were you laid off or let go, did you leave to take care of family members or what? [NOTE: ENTER ALL THAT APPLY] ____________________________________________________________ [NOTE: Variables w4049-w4053 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than three.] 01. BUSINESS CLOSED; business moved or sold [GO TO FA135] 02. LAID OFF/LET GO; temporary or seasonal job ended; "contract over" [GO TO FA135] 03. POOR HEALTH/DISABLED; R died; death 04. FAMILY CARE; marriage; pregnancy; child care; husband's wishes 05. BETTER JOB; start own business; go to school/get more training 06. QUIT; bored/burned out; didn't like job/wanted a change; problems with supervisor/co-workers; lack of pay/work hours/promotion/benefits 07. RETIRED 08. R (family) moved 09. Sold business (own) 13. Strike 14. Divorce/separation 16. Transportation/distance to work 24. Early retirement incentive/offer 95. R has not left/still has this job 97. Other (specify) 98. Don't Know; DK 99. Not Ascertained; NA 00. Inap W4046 Code Frequency ---------------------- 0 11441 1 8 2 31 3 8 4 8 5 34 6 27 7 2 8 2 16 2 95 28 99 5 W4047 Code Frequency ---------------------- 0 11584 5 2 6 7 95 2 97 1 W4048 Code Frequency ---------------------- 0 11595 6 1 W4054 FA134a. Did your employment situation change in some way that encouraged you to leave? ____________________________________________________________ 1. Yes 5. No [GO TO FA135] 8. Don't Know; DK [GO TO FA135] 9. Refused; RF [GO TO FA135] 0. Inap. W4054 Code Frequency ---------------------- 0 11480 1 33 5 81 8 1 9 1 W4055- FA134b. How? W4056 ____________________________________________________________ [NOTE: Variables w4057-w4065 were removed to save space because they contained no data. Multiple mentions were allowed for this question, and in no instance did a single respondent require more than two.] 01. SUPERVISOR ENCOURAGED DEPARTURE 02. COWORKERS ENCOURAGED DEPARTURE 03. WAGES REDUCED (OR ABOUT TO BE REDUCED) 04. HOURS REDUCED (OR ABOUT TO BE REDUCED) 05. WOULD HAVE BEEN LAID OFF/REDUCED 06. NEW JOB DUTIES 07. NEW JOB LOCATION 08. BECAME ELIGIBLE FOR PENSION 09. EMPLOYER CHANGED HEALTH INSURANCE 10. SPECIAL EARLY RETIREMENT INCENTIVE OFFER 21. Scheduling problems; change in work schedule (exc. 04) 22. Other working conditions; didn't get along with supervisor, business had changed, unsafe working conditions 23. Better job/pay, more hours/benefits; old job lack of pay raises/benefits 24. Start or help with own/family business 31. Physical and mental condition of R (incl. stress) 97. Other (specify) 98. Don't Know; DK 99. Not Ascertained; NA 00. Inap Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4055 11596 0 2 0 99 W4056 11596 0 1 0 97 W4066 FA135. Employers sometimes encourage older workers to leave a firm at a particular time by offering a special financial incentive, like a cash bonus or improved pension benefits. These are often called "early retirement windows." Have you been offered such an early retirement window at any time since WAVE-1 MONTH/YEAR? ____________________________________________________________ 1. Yes 5. No [GO TO NEXT SECTION] 8. Don't Know; DK [GO TO NEXT SECTION] 9. Refused; RF [GO TO NEXT SECTION] 0. Inap. W4066 Code Frequency ---------------------- 0 5995 1 289 5 5309 8 2 9 1 W4067 FA135a. How many of these special incentive offers have you received since WAVE-1 MONTH/YEAR? ____________________________________________________________ 1-95. Special incentives 97. Other (F2 to Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4067 11596 0 3 0 99 FA136 In what month and year was the first special a/b. incentive offered? In what month and year was the last special incentive offered? In what month and year was the special incentive offered? [NOTE: MONTHS ENTERED MUST BETWEEN WAVE-1 MONTH/YEAR AND WAVE-2 MONTH/YEAR W4068, MONTH: W4092 ____________________________________________________________ 1. JAN 2. FEB 3. MAR 4. APR 5. MAY 6. JUN 7. JUL 8. AUG 9. SEP 10. OCT 11. NOV 12. DEC 98. Don't Know; DK 99. Refused; RF 0. Inap. W4068 Code Frequency ---------------------- 0 11318 1 20 2 11 3 23 4 27 5 30 6 30 7 19 8 10 9 22 10 32 11 16 12 11 98 27 W4092 Code Frequency ---------------------- 0 11540 1 5 2 4 3 4 4 8 5 9 6 12 7 1 8 2 10 3 11 2 12 1 98 5 W4069, YEAR: W4093 ____________________________________________________________ 1992-1994. Year 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4069 11596 52 377 0 9998 W4093 11596 10 138 0 1994 W4070, FA137. Which employer were you working for at the time? W4094 [NOTE: IF NOT ON LIST ENTER FULL EMPLOYER NAME:] ____________________________________________________________ 1. Wave-1 Employer 2. Wave-2 Employer 3. Wave-1 Employer who is still current employer 8. Don't Know; DK 9. Refused; RF 0. Inap. W4070 Code Frequency ---------------------- 0 11318 1 34 2 4 3 240 W4094 Code Frequency ---------------------- 0 11540 1 2 3 54 W4071- FA138. EARLY RETIREMENT INCENTIVE W4076, W4095- Was the special incentive a cash bonus, improved W4097 pension benefits or what? [NOTE: ENTER ALL THAT APPLY:] ____________________________________________________________ [NOTE: Variables w4077 and w4098-w4101 were removed to save space because they contained no data. Multiple mentions were allowed for these questions, and in no instance did a single respondent require more than six the first time around, or three the second time around.] 01. CASH BONUS 02. IMPROVED BENEFITS 03. PERMANENT MEDICAL INSURANCE/health coverage 04. TEMPORARY MEDICAL INSURANCE; "health insurance for a year" 05. TEMPORARY CASH BENEFIT; $ per month until 62, 65 or other limited time or NA how long 06. ADDITIONAL YEARS OF SERVICE CREDITED 13. Life insurance 97. Other (specify) 98. Don't Know; DK [GO TO FA140] 99. Not Ascertained; NA [GO TO FA140] 00. Inap W4071 Code Frequency ---------------------- 0 11318 1 165 2 52 3 6 4 3 5 13 6 22 97 14 98 2 99 1 W4072 Code Frequency ---------------------- 0 11551 1 4 2 23 3 3 4 2 5 2 6 9 97 2 W4073 Code Frequency ---------------------- 0 11587 3 4 4 1 5 1 6 2 97 1 W4074 Code Frequency ---------------------- 0 11594 4 1 6 1 W4075 Code Frequency ---------------------- 0 11595 5 1 W4076 Code Frequency ---------------------- 0 11595 6 1 W4095 Code Frequency ---------------------- 0 11540 1 32 2 13 3 1 5 2 6 1 97 7 W4096 Code Frequency ---------------------- 0 11584 2 6 3 2 6 4 W4097 Code Frequency ---------------------- 0 11591 6 3 97 2 W4078, FA139a. How much did the cash bonus amount to? W4102 ____________________________________________________________ 0000000. None 1-9999993. Dollar amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4078 11596 27144 516391 0 9999999 W4102 11596 1779 131328 0 9999999 W4079, FA139b. How much did the extra pension benefits amount to? W4103 [NOTE: IF PER HOUR BE SURE TO ADD 00 FOR CENTS IF THERE ARE NONE] ____________________________________________________________ 0000000. None [GO TO FA139c] 1-9999993. Dollar amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FA139c] 9999998. Don't Know; DK [GO TO FA139c] 9999999. Refused; RF [GO TO FA139c] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4079 11596 40546 635377 0 9999999 W4103 11596 9490 307861 0 9999999 W4080, FA139b. Was that per week, year, or a lump sum? W4104 [NOTE: PROBE IF NECESSSARY] ____________________________________________________________ AMOUNT GIVEN ABOVE PER 1. Hour 2. Week 4. Month 6. Year 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W4080 Code Frequency ---------------------- 0 11567 2 1 4 16 6 5 95 5 97 1 98 1 W4104 Code Frequency ---------------------- 0 11588 4 6 6 1 97 1 W4081, FA139c. Until what age did you receive the temporary medical W4105 insurance? ____________________________________________________________ 35-80. Years of age [GO TO FA139d] 95. R did not accept offer 96. Answered year 98. Don't Know; DK [GO TO FA139d] 99. Refused; RF [GO TO FA139d] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4081 11596 0 2 0 96 W4105 11596 0 0 0 0 W4082, FA139c. Until which year did you receive the temporary W4106 medical insurance? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ 1920-1994. Year 9995. R did not accept offer 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4082 11596 1 95 0 9998 W4106 11596 0 0 0 0 W4083, FA139d. How much did the temporary cash benefits amount to? W4107 ____________________________________________________________ 1-9999993. Dollar amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) [GO TO FA139e] 9999998. Don't Know; DK [GO TO FA139e] 9999999. Refused; RF [GO TO FA139e] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4083 11596 3452 185703 0 9999998 W4107 11596 862 92864 0 9999998 W4084, FA139d. Was that per month or year? W4108 [NOTE: PROBE IF NECESSARY] ____________________________________________________________ AMOUNT GIVEN ABOVE PER 1. Hour 2. Week 3. Every two weeks/Bi-weekly 4. Month 5. Twice a month 6. Year 97. Other (Specify) 98. Don't Know; DK 99. Refused; RF 0. Inap. W4084 Code Frequency ---------------------- 0 11591 4 2 6 2 97 1 W4108 Code Frequency ---------------------- 0 11595 4 1 W4085, FA139d. Until what age did you receive the temporary cash W4109 benefit? ____________________________________________________________ 35-80. Age [GO TO FA139e] 95. R did not accept offer 96. Answered year 98. Don't Know; DK [GO TO FA139e] 99. Refused; RF [GO TO FA139e] 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4085 11596 0 2 0 98 W4109 11596 0 1 0 65 W4086, FA139d. Until which year did you receive the temporary cash W4110 benefit? [NOTE: PROBE IF NECESSARY] ____________________________________________________________ 1920-1994. Year 9995. R did not accept offer 9998. Don't Know; DK 9999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4086 11596 0 0 0 0 W4110 11596 0 0 0 0 W4087, FA139e. How many years of service credit did you receive? W4111 ____________________________________________________________ 1-20. Years 95. R did not accept offer 98. Don't Know; DK 99. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4087 11596 0 3 0 99 W4111 11596 0 2 0 98 W4088, FA139f. How much did the other incentives amount to? W4112 ____________________________________________________________ 0000000. None 1-9999993. Dollar amount 9999994. $9,999,994 or More (F2 to Specify) 9999997. Other (F2 TO Specify) 9999998. Don't Know; DK 9999999. Refused; RF 0. Inap. Variable N Mean Std Dev Minimum Maximum ------------------------------------------------------------ W4088 11596 2601 160833 0 9999998 W4112 11596 2590 160831 0 9999999 W4089, FA140. Did you accept the incentive and leave that W4113 employer? ____________________________________________________________ 1. Yes 2. Yes, had no choice 5. No [GO TO FA142] 8. Don't Know; DK [GO TO FA142] 9. Refused; RF [GO TO FA142] 0. Inap. W4089 Code Frequency ---------------------- 0 11318 1 46 5 231 8 1 W4113 Code Frequency ---------------------- 0 11540 1 3 5 53 W4090, FA141. Was the special incentive important in your W4114 decision, or would you probably have left at about that time anyway? ____________________________________________________________ 1. Important in my decision 5. I would have left anyway 8. Don't Know; DK 9. Refused; RF 0. Inap. W4090 Code Frequency ---------------------- 0 11550 1 38 5 8 W4114 Code Frequency ---------------------- 0 11593 1 2 5 1 W4091, FA142. If you had been offered twice as much (to leave) W4115 at that time, would you have done so? ____________________________________________________________ 1. Yes 3. Depends 5. No 8. Don't Know; 9. Refused; RF 0. Inap. W4091 Code Frequency ---------------------- 0 11364 1 75 5 151 8 6 W4115 Code Frequency ---------------------- 0 11543 1 19 5 32 8 2 [Return to Beginning] [Table of Contents] [Previous Section] [Next Section]