HHID HOUSEHOLD IDENTIFICATION NUMBER
Section: L Level: Respondent Type: Character Width: 6 Decimals: 0
..................................................................................
18167 000003-213479. Household Identification Number
PN RESPONDENT PERSON IDENTIFICATION NUMBER
Section: L Level: Respondent Type: Character Width: 3 Decimals: 0
..................................................................................
10033 010. Person Identifier
398 011. Person Identifier
10 012. Person Identifier
5516 020. Person Identifier
85 021. Person Identifier
5 022. Person Identifier
841 030. Person Identifier
31 031. Person Identifier
1 032. Person Identifier
1203 040. Person Identifier
42 041. Person Identifier
2 042. Person Identifier
HSUBHH 2002 SUB HOUSEHOLD IDENTIFICATION NUMBER
Section: L Level: Respondent Type: Character Width: 1 Decimals: 0
..................................................................................
17305 0. Original sample household - no split from divorce or separation
of spouses or partners
456 1. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
339 2. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
17 5. Split household - one half of couple from SUBHH 1 or 2
2 6. Split household - one half of couple from SUBHH 1 or 2
48 7. Reunited household - respondents from split household reunite
GSUBHH 2000 SUB HOUSEHOLD IDENTIFICATION NUMBER
Section: L Level: Respondent Type: Character Width: 1 Decimals: 0
..................................................................................
17490 0. Original sample household - no split from divorce or separation
of spouses or partners
356 1. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
275 2. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
11 5. Split household - one half of couple from SUBHH 1 or 2
1 6. Split household - one half of couple from SUBHH 1 or 2
34 7. Reunited household - respondents from split household reunite
HPN_SP 2002 SPOUSE/PARTNER PERSON NUMBER
Section: L Level: Respondent Type: Character Width: 3 Decimals: 0
..................................................................................
5033 010. Person Identifier
371 011. Person Identifier
9 012. Person Identifier
4531 020. Person Identifier
78 021. Person Identifier
4 022. Person Identifier
720 030. Person Identifier
28 031. Person Identifier
2 032. Person Identifier
1034 040. Person Identifier
40 041. Person Identifier
3 042. Person Identifier
5 811. New Spouse of Non-Original Respondent
2 821. New Spouse of Non-Original Respondent
1 831. New Spouse of Non-Original Respondent
1 841. New Spouse of Non-Original Respondent
6305 Blank. INAP (Inapplicable)
HCSR 2002 WHETHER COVERSHEET RESPONDENT
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
..................................................................................
12350 1. YES
197 3. 2nd Coverscreen R, answers not retained
5620 5. NO
HFAMR 2002 WHETHER FAMILY RESPONDENT
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
..................................................................................
12347 1. Family R
12 3. 2nd Family R, answers not retained
5808 5. Non-Family R
HFINR 2002 WHETHER FINANCIAL RESPONDENT
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
..................................................................................
12319 1. Financial R
9 3. 2nd Financial R, answers not retained
5839 5. Non-Financial R
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
HL005 OTR EMPLOYER 5+ YRS
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_JOBHISTORY.L005_ Ref 2000: G4092
Besides (your current job,/the job you just told me about,) have you worked
for any other employer for at least 5 years or more, including self-
employment?
..................................................................................
91 1. YES
103 5. NO
1 8. DK (Don't Know)
3 9. RF (Refused)
17969 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
HL006 # EMPLOYERS
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_JOBHISTORY.L006_ Ref 2000: G4093
For how many such employers have you worked?
..................................................................................
39 1. ONE
30 2. TWO
15 3. THREE
3 4. FOUR
2 5. FIVE OR MORE
2 8. DK (Don't Know)
9. RF (Refused)
18076 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
HL007 SELF/OTR EMPLOYED
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_JOBHISTORY.L007_ Ref 2000: G4094
(I want to ask about the most recent such job.) Were you working for someone
else, were you self-employed, or what?
IWER: IF R SAYS, 'I RAN MY OWN BUSINESS' ENTER 'SELF-EMPLOYED'
..................................................................................
72 1. SOMEONE ELSE
19 2. SELF-EMPLOYED
8. DK (Don't Know)
9. RF (Refused)
18076 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
HL009 START WRK-YR
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_MOSTRECENTJOB.L009_ Ref 2000: G4096
When did you start working for (that employer/yourself)?
YEAR:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
80 1940 2001 1979.35 14.01 18082
-----------------------------------------------------------------
4 9998. DK (Don't Know)
1 9999. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND (L009_ = EMPTY)
HL010 START WORK-YRS AGO
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_MOSTRECENTJOB.L010_YrStrtMostRecJob Ref 2000: G4097
(When did you start working for (that employer/yourself)? )
YEARS AGO:
..................................................................................
3 19-50. Actual Value
98. DK (Don't Know)
99. RF (Refused)
18164 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND (L009_ = EMPTY)
AND (L010_YrStrtMostRecJob = EMPTY)
HL011 START WORK- AT AGE
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_MOSTRECENTJOB.L011_AgeStrtMostRecJo Ref 2000: G4098
(When did you start working for (that employer/yourself)? )
AT AGE:
..................................................................................
3 20-24. Actual Value
98. DK (Don't Know)
99. RF (Refused)
18164 Blank. INAP (Inapplicable)
Assign:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND (L009_ <> EMPTY
OR NOT (L009_ <> EMPTY))
AND (L010_YrStrtMostRecJob <> EMPTY
OR NOT (L010_YrStrtMostRecJob <> EMPTY))
AND (L011_AgeStrtMostRecJo <> EMPTY AND (piSecAContinuInterviewA019_Rage > 0)
OR NOT (L011_AgeStrtMostRecJo <> EMPTY AND (piSecAContinuInterviewA019_Rage >
0)))
HL012 YR STARTED WORKING AT PREV JOB- CALC
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_MOSTRECENTJOB.L012_YrMostRecJob Ref 2000: G4100
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
86 1940 2001 1979.21 13.96 18076
-----------------------------------------------------------------
4 9998. DK(Don't Know)
1 9999. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
HL013M INDUSTRY - MASKED
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_MOSTRECENTJOB.L013_MostRecJobInd Ref 2000: G4101M
What kind of industry did you work in? That is, what did your company do or
make? (What industry did you typically work in?)/business or industry did you
work in -- that is, what did they make or do at the place where you worked?)
User Note: Code categories have been collapsed to protect participant
confidentiality.
..................................................................................
2 1. Agriculture, Forestry, Fishing (010-031)
8 2. Mining and Construction (040-060)
7 3. Manufacturing: Non-durable (100-222)
7 4. Manufacturing: Durable (230-392)
7 5. Transportation (400-472)
2 6. Wholesale (500-571)
13 7. Retail (580-691)
8 8. Finance, Insurance, and Real Estate (700-712)
8 9. Business and Repair Services (721-760)
3 10. Personal Services (761-791)
11. Entertainment and Recreation (800-802)
17 12. Professional and Related Services (812-892)
8 13. Public Administration (900-932)
98. DK (don't know); NA (not ascertained)
1 99. RF (Refused)
18076 Blank. INAP (Inapplicable)
HL015M TYPE WRK DONE - MASKED
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_MOSTRECENTJOB.L015 Ref 2000: G4103M
What sort of work did you do?
(Tell me a little more about what you did.)
User Note: Code categories have been collapsed to protect participant
confidentiality.
..................................................................................
15 1. Managerial specialty operation (003-037)
10 2. Professional specialty operation and technical support (043-
235)
9 3. Sales (243-285)
19 4. Clerical, administrative support (303-389)
1 5. Service: private household, cleaning and building services
(403-407)
1 6. Service: protection (413-427)
1 7. Service: food preparation (433-444)
3 8. Health services (445-447)
3 9. Personal services (448-469)
3 10. Farming, forestry, fishing (473-499)
2 11. Mechanics and repair (503-549)
3 12. Construction trade and extractors (553-617)
3 13. Precision production (633-699)
7 14. Operators: machine (703-799)
6 15. Operators: transport, etc
3 16. Operators: handlers, etc
1 17. Member of Armed Forces (900)
98. DK (don't know); NA (not ascertained)
1 99. RF (Refused)
18076 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
HL016 LEFT EMPLOYER-YR
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_MOSTRECENTJOB.L016_YrLeftRecJob Ref 2000: G4104
When did you (leave that employer/stop working for yourself)?
YEAR:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
78 1945 2002 1989.68 12.03 18080
-----------------------------------------------------------------
8 9998. DK (Don't Know)
1 9999. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND (L016_YrLeftRecJob = EMPTY)
HL017 LEFT EMPLOYER-YRS AGO
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_MOSTRECENTJOB.L017_YrsAgoLRecJob Ref 2000: G4105
(When did you (leave that employer/stop working for yourself)?)
YEARS AGO:
..................................................................................
2 2-3. Actual Value
8. DK (Don't Know)
9. RF (Refused)
18165 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND (L016_YrLeftRecJob = EMPTY)
AND (L017_YrsAgoLRecJob = EMPTY)
HL018 LEFT EMPLOYER- AT AGE
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_MOSTRECENTJOB.L018_AgeLeftRecJob Ref 2000: G4106
(When did you (leave that employer/stop working for yourself)?)
AT AGE:
..................................................................................
2 24-28. Actual Value
98. DK (Don't Know)
99. RF (Refused)
18165 Blank. INAP (Inapplicable)
Assign:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND (L016_YrLeftRecJob <> EMPTY
OR NOT (L016_YrLeftRecJob <> EMPTY))
AND (L017_YrsAgoLRecJob <> EMPTY
OR NOT (L017_YrsAgoLRecJob <> EMPTY))
AND (L018_AgeLeftRecJob <> EMPTY
OR NOT (L018_AgeLeftRecJob <> EMPTY))
HL019 YR R LAST WORKED AT PREV JOB- CALC
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_MOSTRECENTJOB.L019_LftRecJobCalcYr Ref 2000: G4108
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
82 1945 2002 1989.71 11.93 18076
-----------------------------------------------------------------
8 9998. DK (Don't Know)
1 9999. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
HL020 HRS WRKED PR WK
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: BL_MOSTRECENTJOB.L020_RecJobHrsWk Ref 2000: G4109
During your last full year at that job, how many hours a week did you usually
work?
HOURS PER WEEK:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
88 2 112 43.82 13.20 18076
-----------------------------------------------------------------
2 998. DK (Don't Know)
1 999. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
HL021 WKS WRKED PR YR
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_MOSTRECENTJOB.L021_ Ref 2000: G4110
IWER: READ SLOWLY
Counting paid vacations as weeks of work, how many weeks did you work that
year?
# OF WEEKS:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
87 1 52 47.94 11.54 18076
-----------------------------------------------------------------
3 98. DK (Don't Know)
1 99. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
HL022 EARNING IN LAST YR
Section: L Level: Respondent Type: Numeric Width: 9 Decimals: 2
CAI Reference: BL_MOSTRECENTJOB.L022_ Ref 2000: G4111
How much were you earning, before taxes and other deductions, that year?
IWER: IF RESPONDENT WAS A TEACHER, RECORD ANNUAL SALARY
IF R REPORTS A 'PER HOUR' AMOUNT, BE SURE TO RECORD CENTS IF APPLICABLE
USE ZERO FOR NONE
AMOUNT:
..................................................................................
71 0-200000. Actual Value
18 999999998. DK (Don't Know); NA (Not Ascertained)
2 999999999. RF(Refused)
18076 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND (L022_ <> NONRESPONSE AND (L022_ <> 0))
HL023 EARNING IN LAST YR- PER
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_MOSTRECENTJOB.L023_ Ref 2000: G4112
(How much were you earning, before taxes and other deductions, that year?)
IWER: PROBE IF NECESSARY: Was that per hour, week, month, or year?
IF RESPONDENT IS A TEACHER, RECORD ANNUAL SALARY
PER:
..................................................................................
21 1. HOUR
7 2. WEEK
3. EVERY TWO WEEKS/BI-WEEKLY
2 4. MONTH
1 5. TWICE A MONTH
37 6. YEAR
2 7. OTHER (SPECIFY); including per visit, class, mile, job
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
18097 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
HL025M1 WHY LEFT EMPLOYER- 1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_MOSTRECENTJOB.L025M Ref 2000: G4114M1
Why did you (stop working at this business?/leave that employer?)
IWER: ASK IF NECESSARY: (Did the business close, were you laid off or let go,
did you leave to take care of family members, or what?)
ENTER ALL THAT APPLY
..................................................................................
13 1. BUSINESS CLOSED; business moved or sold
7 2. LAID OFF/LET GO; temporary or seasonal job ended; contract
over; lack of work/clients/customers; downsizing;
reorganization; change of political administration; employer
died/too sick
4 3. POOR HEALTH/DISABLED; poor mental health; R died; death;
surgery; injury; old age
7 4. FAMILY CARE; marriage; pregnancy; child care; husband's wishes;
wanted more time at home; to be with family
14 5. BETTER JOB; start own business; go to school/get more training;
make more money; work in family business
14 6. QUIT; bored/burned out; didn't like job/wanted a change;
problems with supervisor/co-workers; lack of pay/work
hours/promotion/benefits/help; dispute with employer; sexual
harassment; couldn't do work anymore; poor/dangerous working
conditions; too stressful
5 7. RETIRED
5 8. R (family) moved
9. Sold business (own); closed business (own); gave business to
another person
13. Strike
1 14. Divorce/Separation
15. Handed over responsibilities to other family members
16. Transportation; distance to work
23. To travel
24. Early retirement incentive/offer
25. Financially advantageous for R to not work (tax/IRS/Social
Security reasons)
94. Transferred; spouse transferred
3 95. R has not left/still has this job
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF(Refused)
18094 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
HL025M2 WHY LEFT EMPLOYER- 2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_MOSTRECENTJOB.L025M Ref 2000: G4114M1
Why did you (stop working at this business?/leave that employer?)
IWER: ASK IF NECESSARY: (Did the business close, were you laid off or let go,
did you leave to take care of family members, or what?)
ENTER ALL THAT APPLY
..................................................................................
1. BUSINESS CLOSED; business moved or sold
2. LAID OFF/LET GO; temporary or seasonal job ended; contract
over; lack of work/clients/customers; downsizing;
reorganization; change of political administration; employer
died/too sick
1 3. POOR HEALTH/DISABLED; poor mental health; R died; death;
surgery; injury; old age
1 4. FAMILY CARE; marriage; pregnancy; child care; husband's wishes;
wanted more time at home; to be with family
5. BETTER JOB; start own business; go to school/get more training;
make more money; work in family business
6. QUIT; bored/burned out; didn't like job/wanted a change;
problems with supervisor/co-workers; lack of pay/work
hours/promotion/benefits/help; dispute with employer; sexual
harassment; couldn't do work anymore; poor/dangerous working
conditions; too stressful
7. RETIRED
2 8. R (family) moved
9. Sold business (own); closed business (own); gave business to
another person
13. Strike
14. Divorce/Separation
15. Handed over responsibilities to other family members
16. Transportation; distance to work
23. To travel
24. Early retirement incentive/offer
25. Financially advantageous for R to not work (tax/IRS/Social
Security reasons)
94. Transferred; spouse transferred
95. R has not left/still has this job
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF(Refused)
18163 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
HL027 INCLUDED IN PENSION PLAN
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_MOSTRECENTJOB.L027_ Ref 2000: G4116
(Aside from IRA or Keogh Plans, were you included in a pension or retirement
plan, or in any tax-deferred savings plan, through your work?/Were you
included in a pension or retirement plan, or in any tax deferred savings plan,
when you worked for that employer?)
..................................................................................
33 1. YES
55 5. NO
3 8. DK (Don't Know)
9. RF (Refused)
18076 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
HL028 # PENSION PLANS
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_JOBHISTORY.L028_RecJobNumPens Ref 2000: G4118
In how many different pension plans were you included on this job?
1-8 PLANS
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
28 1 2 1.18 0.39 18139
-----------------------------------------------------------------
98. DK (Don't Know)
99. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L028_RecJobNumPens = DONTKNOW)
HL029 INCLUDED IN ONE OR MORE PENSION PLANS
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_JOBHISTORY.L029_
Is this just one plan or more than one?
..................................................................................
1. ONE PLAN
3. MORE THAN ONE
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Assign:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L028_RecJobNumPens = DONTKNOW
OR NOT (L028_RecJobNumPens = DONTKNOW))
AND ((L028_RecJobNumPens <> 0) AND (L028_RecJobNumPens <> REFUSAL)
OR L029_ = ONEPLAN
OR NOT (L029_ = ONEPLAN))
AND (L028_RecJobNumPens IN [1 .. 4]
OR L029_ = MORETHANONE
OR NOT (L028_RecJobNumPens IN [1 .. 4]))
AND (L028_RecJobNumPens IN [5 .. 8])
HL030 EMLOYER PENSION COUNTER
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_JOBHISTORY.L030ARecJobCntr Ref 2000: G4119_1
..................................................................................
23 1. FIRST PENSION
5 2. SECOND PENSION
18139 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HL031_1 TYPE OF PENSION PLAN-MOST RECENT-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK.W001A Ref 2000: G4120_1
(I would like to know about the type of the most important pension or
retirement plan you had./Now I have some questions about the next most
important of these plans.)
I would like to know what type of plan this was.
(In some retirement plans, call them Type A, benefits are usually based on a
formula involving age, years of service and salary. In other plans, call them
Type B, money is accumulated in an account for you.) Was your plan Type A or
Type B?
IWER: 401-K, 403-B, ESOP, SRA, THRIFT/SAVINGS, STOCK/PROFIT SHARING, MONEY
PURCHASE PLANS, AND CASH BALANCE PLANS ARE ALL TYPE B RETIREMENT PLANS
TYPE A PLANS ARE OFTEN CALLED 'DEFINED BENEFIT' PLANS
TYPE B PLANS ARE OFTEN CALLED 'DEFINED CONTRIBUTION'
..................................................................................
17 1. TYPE A
11 2. TYPE B
3. BOTH TYPES
8. DK (Don't Know)
9. RF (Refused)
18139 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HL032_1 AMT IN PENS WHEN LEFT-MOST RECENT-B-1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W002A Ref 2000: G4121_1
PENSION TYPE B - ACCOUNT
(For this part of your pension where money is accumulated in an account, how
/How) much money was in your account when you left that
(business/employer/job)?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
8 2500-175000. Actual Value
3 999998. DK (Don't Know)
999999. RF (Refused)
18156 Blank. INAP (Inapplicable)
HL033_1 AMT IN PENS WHEN LEFT-MOST REC-B-MIN-1
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W003A
W003A-W005A Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 5000, 20000, 50000, 150000
..................................................................................
1 0. Value of Breakpoint
1 5001. Value of Breakpoint
1 50001. Value of Breakpoint
18164 Blank. INAP (Inapplicable)
HL034_1 AMT IN PENS WHEN LEFT-MOST REC-B-MAX-1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W004A
..................................................................................
2 19999. Value of Breakpoint
1 149999. Value of Breakpoint
18164 Blank. INAP (Inapplicable)
HL035_1 AMT IN PENS WHEN LEFT-MOST REC-B-RES-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W005A
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HL036_1A DISPOSITION OF PENSION-MOST RECENT-B-1-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W006B Ref 2000: G4122_1
PENSION TYPE B - ACCOUNT
When you left that (business/employer/job), did you withdraw the money, roll
it over into an IRA, leave it to accumulate in the old plan, convert it to an
annuity, or what?
IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP
QUESTIONS
..................................................................................
4 1. WITHDREW THE MONEY
2 2. ROLLED OVER INTO IRA
4 3. LEFT TO ACCUMULATE
1 4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18156 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HL036_1B DISPOSITION OF PENSION-MOST RECENT-B-1-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W006B Ref 2000: G4122_1
PENSION TYPE B - ACCOUNT
When you left that (business/employer/job), did you withdraw the money, roll
it over into an IRA, leave it to accumulate in the old plan, convert it to an
annuity, or what?
IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP
QUESTIONS
..................................................................................
1. WITHDREW THE MONEY
2. ROLLED OVER INTO IRA
3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (W006B.CARDINAL <> 1)
HL037_1 AMT LEFT IN OLD ACCT-MOST RECENT-B-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W008A
PENSION TYPE B - ACCOUNT
How much money did you leave in the old account to accumulate?
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HL038_1 AMOUNT IN PENSION NOW-MOST RECENT-B-1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W009A Ref 2000: G4123_1
PENSION TYPE B - ACCOUNT
How much is in that account now?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
3 23000-160000. Actual Value
1 999998. DK (Don't Know)
999999. RF (Refused)
18163 Blank. INAP (Inapplicable)
HL039_1 AMT IN PENSION NOW-MOST RECENT-B -MIN-1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W010A
W010A-W012A Unfolding Sequence
Question text: Does it amount to less than $______, more than $______, or
what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 5000, 20000, 50000, 150000
..................................................................................
1 5001. Value of Breakpoint
18166 Blank. INAP (Inapplicable)
HL040_1 AMT IN PENSION NOW-MOST RECENT-B -MAX-1
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W011A
..................................................................................
1 19999. Value of Breakpoint
18166 Blank. INAP (Inapplicable)
HL041_1 AMT IN PENS NOW-MOST RENCENT-B-RESULT-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W012A
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HL042_1 AMT CONVERTED TO ANNUITY-MOST REC-B-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W013A
PENSION TYPE B - ACCOUNT
How much did you convert to annuity?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
HL043_1 AGE ANNUITY STARTED-MOST RECENT-B-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W014A Ref 2000: G4128_1
PENSION TYPE B - ACCOUNT
How old were you when you started receiving the benefits from that annuity?
IWER: IF R INDICATES BENEFITS HAVE NOT YET STARTED, ASK AT WHAT AGE THEY WILL
BEGIN, AND NOTE THIS IN COMMENT BOX
..................................................................................
1 98. DK (Don't Know)
99. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HL044_1 AMOUNT OF ANNUITY-MOST RECENT-B-1
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W015A Ref 2000: G4129_1
PENSION TYPE B - ACCOUNT
How much are the benefits per month or year?
IWER: IF BENEFITS HAVE NOT YET STARTED, RECORD WHAT BENEFITS WILL BE
AMOUNT:
..................................................................................
1 99999998. DK (Don't Know)
99999999. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (CONVERTTOANNUITY IN W006B)
AND (((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL))
HL045_1 AMOUNT OF ANNUITY PER-MOST RECENT-B-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W016A Ref 2000: G4130_1
PENSION TYPE B - ACCOUNT
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL046_1 AMT OF PENS ROLLOVER-MOST RECENT-B-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W018A
PENSION TYPE B - ACCOUNT
How much did the rollover amount to?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((TRANSFERREDTONEWEMPLOYER IN W006B) AND (W006B.CARDINAL <> 1))
HL047_1 AMOUNT OF TRANSFER-MOST RECENT-B-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W019A
PENSION TYPE B - ACCOUNT
How much did the transfer amount to?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
HL048_1A DISPOSITION OF PENS-MOST RECENT-A-1-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W021B Ref 2000: G4133001
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
HL048_1B DISPOSITION OF PENS-MOST RECENT-A-1-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W021B Ref 2000: G4133001
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
HL048_1C DISPOSITION OF PENS-MOST RECENT-A-1-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W021B Ref 2000: G4133001
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (RECEIVINGBENEFITSNOW IN W021B)
HL049_1 MO START RECEIVE BENEFITS-MOST REC-A-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W023A Ref 2000: G4134_1
PENSION TYPE A - FORMULA
In what month and year did you start to receive these benefits?
MONTH:
..................................................................................
1 1. JANUARY
2. FEBRUARY
1 3. MARCH
4. APRIL
5. MAY
6. JUNE
1 7. JULY
1 8. AUGUST
9. SEPTEMBER
10. OCTOBER
11. NOVEMBER
12. DECEMBER
2 98. DK (Don't Know)
99. RF (Refused)
18161 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (RECEIVINGBENEFITSNOW IN W021B)
HL050_1 YR START RECEIVE BENEFITS-MOST REC-A-1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W024A Ref 2000: G4135_1
PENSION TYPE A - FORMULA
(In what month and year did you start to receive these benefits?)
YEAR:
..................................................................................
5 1992-2001. Actual Value
1 9998. DK (Don't Know)
9999. RF (Refused)
18161 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL051_1 AMOUNT OF BENEFITS-MOST RECENT-1
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W025A Ref 2000: G4136_1
PENSION TYPE A - FORMULA
How much are the benefits per month or year?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
5 600-35000. Actual Value
99998. DK (Don't Know)
1 99999. RF (Refused)
18161 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HL055_1 AMOUNT OF BENEFITS PER-MOST RECENT-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W026A Ref 2000: G4137_1
PENSION TYPE A - FORMULA
(How much are the benefits per month or year?)
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
4 4. MONTH
1 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18162 Blank. INAP (Inapplicable)
HL052_1 AMT OF PENS BENEFITS-MOST RECENT-MIN-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J116_
J116_-J118_ Unfolding Sequence
Question text: Do they amount to less than $______per month, more than
$______per month, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 200, 400, 1200, 1600
..................................................................................
1 0. Value of Breakpoint
18166 Blank. INAP (Inapplicable)
HL053_1 AMT OF PENS BENEFITS-MOST RECENT-MAX-1
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J117_
..................................................................................
1 16000. Value of Breakpoint
18166 Blank. INAP (Inapplicable)
HL054_1 AMT OF PENS BENEFITS-MOST REC-RESULT-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J118_
..................................................................................
97. Data Not Available
98. DK (Don't Know)
1 99. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
HL056_1 ADJUSTED FOR COST OF LIVING-MOST REC-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W028A Ref 2000: G4139_1
PENSION TYPE A - FORMULA
Are the benefits adjusted for changes in the cost of living?
..................................................................................
6 1. YES
5. NO
8. DK (Don't Know)
9. RF (Refused)
18161 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL057_1 EVER ADJ FOR COST OF LIVING-MOST REC-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W029A
PENSION TYPE A - FORMULA
Have they ever been adjusted for changes in the cost of living?
..................................................................................
1. YES
5. NO
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HL058_1 AMOUNT OF CASH SETTLEMENT-MOST RECENT-1
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W030A Ref 2000: G4141_1
PENSION TYPE A - FORMULA
How much did the cash settlement amount to?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
4 3000-30000. Actual Value
1 99998. DK (Don't Know)
99999. RF (Refused)
18162 Blank. INAP (Inapplicable)
HL059_1 AMT OF CASH SETTLEMENT-MOST REC-MIN-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J123_
J123_-J125_ Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 2000, 6000, 60000, 250000
..................................................................................
1 0. Value of Breakpoint
18166 Blank. INAP (Inapplicable)
HL060_1 AMT OF CASH SETTLEMENT-MOST REC-MAX-1
Section: L Level: Respondent Type: Numeric Width: 7 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J124_
..................................................................................
1 2500000. Value of Breakpoint
18166 Blank. INAP (Inapplicable)
HL061_1 AMT CASH SETTLEMENT-MOST REC-RESULT-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J125_
..................................................................................
97. Data Not Available
1 98. DK (Don't Know)
99. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL062_1A WHAT R DID W/ CASH-MOST RECENT-1-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W031B Ref 2000: G4142001
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL062_1B WHAT R DID W/ CASH-MOST RECENT-1-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W031B Ref 2000: G4142001
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL062_1C WHAT R DID W/ CASH-MOST RECENT-1-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W031B Ref 2000: G4142001
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL062_1D WHAT R DID W/ CASH-MOST RECENT-1-4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W031B Ref 2000: G4142001
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL063_1 AMOUNT OF ROLLOVER-MOST RECENT-A-1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W033A Ref 2000: G4143_1
PENSION TYPE A - FORMULA
IRA ROLLOVER
How much did the rollover amount to?
AMOUNT:
..................................................................................
1 150000. Actual Value
999998. DK (Don't Know)
999999. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND (piWhichSection <> 1)
HL064_1 NUMBER OF YEARS IN PLAN-MOST RECENT-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W034A Ref 2000: G4144_1
PENSION TYPE A - FORMULA
How many years altogether were you included in this plan?
IWER: INCLUDE YEARS WITH OTHER EMPLOYERS IF SAME PLAN
ROUND THE VALUE TO THE NEAREST YEAR
0-50 YEARS
..................................................................................
3 1-14. Actual Value
1 98. DK (Don't Know)
99. RF (Refused)
18163 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HL065_1 AGE EXPECT TO REC BENEFITS-MOST REC-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W035A Ref 2000: G4145_1
PENSION TYPE A - FORMULA
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
40-94 AGE
96 ALREADY RECEIVING ALL BENEFITS
..................................................................................
4 62-75. Age
96. ALREADY RECEIVING ALL BENEFITS
98. DK (Don't Know)
99. RF (Refused)
18163 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HL066_1 FORM OF EXPECTED BENEFITS-MOST RECENT-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W036A Ref 2000: G4146_1
PENSION TYPE A - FORMULA
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
..................................................................................
1 1. PERCENT OF PAY
3 2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know)
9. RF (Refused)
18163 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND (piSecAStartInterviewA009_SelfPrxy = SLF)
AND (W035A <> NONRESPONSE)
AND (W035A <> 96)
AND (W036A = PERCENTOFPAY)
HL067_1 EXPECTED BEN-PCT FINAL PAY-MOST REC-1
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W037A Ref 2000: G4147_1
PENSION TYPE A - FORMULA
IWER: ENTER THE PERCENT OF FINAL PAY
1-100 PERCENT
PERCENT:
..................................................................................
1 25. Actual Value
998. DK (Don't Know)
999. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HL068_1 AMT OF EXPECTED BENEFITS-MOST RECENT-1
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W038A Ref 2000: G4148_1
PENSION TYPE A - FORMULA
IWER: PROBE IF NECESSARY: How much do you expect to receive?
DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
1 735. Amount
2 998. DK (Don't Know)
999. RF (Refused)
18164 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HL072_1 EXPECTED BENEFITS PER-MOST RECENT-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W039A Ref 2000: G4149_1
PENSION TYPE A - FORMULA
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
1 4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18166 Blank. INAP (Inapplicable)
HL069_1 AMT OF EXPECTED BENEFITS-MOST REC-MIN-1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J133_
J133_-J135_ Unfolding Sequence
Question text: Do you expect a total of less than $______per year, more than
$______per year, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 500, 1000, 2000, 3000
..................................................................................
1 501. Value of Breakpoint
1 3001. Value of Breakpoint
18165 Blank. INAP (Inapplicable)
HL070_1 AMT OF EXPECTED BENEFITS-MOST REC-MAX-1
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J134_
..................................................................................
1 999. Value of Breakpoint
1 30000. Value of Breakpoint
18165 Blank. INAP (Inapplicable)
HL071_1 AMT OF EXPECTED BENEFITS-MOST REC-RES-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J135_
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL073_1 EXPECTED BENEFITS-LUMP SUM-MOST REC-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W041A Ref 2000: G4151_1
PENSION TYPE A - FORMULA
IWER: ENTER LUMP SUM AMOUNT
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND ((piWhichSection < 4) AND (W001A <> REFUSAL))
HL074_1 EARLIEST AGE LEAVE/REC PENS-MOST REC-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK.W042EarlyAgeRecPen Ref 2000: G4163_1
What is the earliest age at which you could have left that job and begun to
receive pension benefits from this plan?
1-80 AGE
95 NO AGE REQUIREMENT
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
16 38 65 56.25 7.90 18139
-----------------------------------------------------------------
4 95. NO AGE REQUIREMENT
8 98. DK (Don't Know)
99. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HL031_2 TYPE OF PENSION PLAN-MOST RECENT-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK.W001A Ref 2000: G4120_2
(I would like to know about the type of the most important pension or
retirement plan you had./Now I have some questions about the next most
important of these plans.)
I would like to know what type of plan this was.
(In some retirement plans, call them Type A, benefits are usually based on a
formula involving age, years of service and salary. In other plans, call them
Type B, money is accumulated in an account for you.) Was your plan Type A or
Type B?
IWER: 401-K, 403-B, ESOP, SRA, THRIFT/SAVINGS, STOCK/PROFIT SHARING, MONEY
PURCHASE PLANS, AND CASH BALANCE PLANS ARE ALL TYPE B RETIREMENT PLANS
TYPE A PLANS ARE OFTEN CALLED 'DEFINED BENEFIT' PLANS
TYPE B PLANS ARE OFTEN CALLED 'DEFINED CONTRIBUTION'
..................................................................................
4 1. TYPE A
1 2. TYPE B
3. BOTH TYPES
8. DK (Don't Know)
9. RF (Refused)
18162 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HL032_2 AMT IN PENS WHEN LEFT-MOST RECENT-B-2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W002A Ref 2000: G4121_2
PENSION TYPE B - ACCOUNT
(For this part of your pension where money is accumulated in an account, how
/How) much money was in your account when you left that
(business/employer/job)?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
1 5000. Actual Value
9998. DK (Don't Know)
9999. RF (Refused)
18166 Blank. INAP (Inapplicable)
HL033_2 AMT IN PENS WHEN LEFT-MOST REC-B-MIN-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W003A
W003A-W005A Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 5000, 20000, 50000, 150000
..................................................................................
18167 Blank. INAP (Inapplicable)
HL034_2 AMT IN PENS WHEN LEFT-MOST REC-B-MAX-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W004A
..................................................................................
18167 Blank. INAP (Inapplicable)
HL035_2 AMT IN PENS WHEN LEFT-MOST REC-B-RES-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W005A
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HL036_2A DISPOSITION OF PENSION-MOST RECENT-B-2-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W006B Ref 2000: G4122_2
PENSION TYPE B - ACCOUNT
When you left that (business/employer/job), did you withdraw the money, roll
it over into an IRA, leave it to accumulate in the old plan, convert it to an
annuity, or what?
IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP
QUESTIONS
..................................................................................
1 1. WITHDREW THE MONEY
2. ROLLED OVER INTO IRA
3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HL036_2B DISPOSITION OF PENSION-MOST RECENT-B-2-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W006B Ref 2000: G4122_2
PENSION TYPE B - ACCOUNT
When you left that (business/employer/job), did you withdraw the money, roll
it over into an IRA, leave it to accumulate in the old plan, convert it to an
annuity, or what?
IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP
QUESTIONS
..................................................................................
1. WITHDREW THE MONEY
2. ROLLED OVER INTO IRA
3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (W006B.CARDINAL <> 1)
HL037_2 AMT LEFT IN OLD ACCT-MOST RECENT-B-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W008A
PENSION TYPE B - ACCOUNT
How much money did you leave in the old account to accumulate?
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HL038_2 AMOUNT IN PENSION NOW-MOST RECENT-B-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W009A Ref 2000: G4123_2
PENSION TYPE B - ACCOUNT
How much is in that account now?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
HL039_2 AMT IN PENSION NOW-MOST RECENT-B -MIN-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W010A
W010A-W012A Unfolding Sequence
Question text: Does it amount to less than $______, more than $______, or
what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 5000, 20000, 50000, 150000
..................................................................................
18167 Blank. INAP (Inapplicable)
HL040_2 AMT IN PENSION NOW-MOST RECENT-B -MAX-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W011A
..................................................................................
18167 Blank. INAP (Inapplicable)
HL041_2 AMT IN PENS NOW-MOST RENCENT-B-RESULT-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W012A
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HL042_2 AMT CONVERTED TO ANNUITY-MOST REC-B-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W013A
PENSION TYPE B - ACCOUNT
How much did you convert to annuity?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
HL043_2 AGE ANNUITY STARTED-MOST RECENT-B-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W014A Ref 2000: G4128_2
PENSION TYPE B - ACCOUNT
How old were you when you started receiving the benefits from that annuity?
IWER: IF R INDICATES BENEFITS HAVE NOT YET STARTED, ASK AT WHAT AGE THEY WILL
BEGIN, AND NOTE THIS IN COMMENT BOX
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HL044_2 AMOUNT OF ANNUITY-MOST RECENT-B-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W015A Ref 2000: G4129_2
PENSION TYPE B - ACCOUNT
How much are the benefits per month or year?
IWER: IF BENEFITS HAVE NOT YET STARTED, RECORD WHAT BENEFITS WILL BE
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (CONVERTTOANNUITY IN W006B)
AND (((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL))
HL045_2 AMOUNT OF ANNUITY PER-MOST RECENT-B-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W016A Ref 2000: G4130_2
PENSION TYPE B - ACCOUNT
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL046_2 AMT OF PENS ROLLOVER-MOST RECENT-B-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W018A
PENSION TYPE B - ACCOUNT
How much did the rollover amount to?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((TRANSFERREDTONEWEMPLOYER IN W006B) AND (W006B.CARDINAL <> 1))
HL047_2 AMOUNT OF TRANSFER-MOST RECENT-B-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W019A
PENSION TYPE B - ACCOUNT
How much did the transfer amount to?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
HL048_2A DISPOSITION OF PENS-MOST RECENT-A-2-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W021B Ref 2000: G4133007
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
HL048_2B DISPOSITION OF PENS-MOST RECENT-A-2-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W021B Ref 2000: G4133007
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
HL048_2C DISPOSITION OF PENS-MOST RECENT-A-2-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W021B Ref 2000: G4133007
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (RECEIVINGBENEFITSNOW IN W021B)
HL049_2 MO START RECEIVE BENEFITS-MOST REC-A-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W023A Ref 2000: G4134_2
PENSION TYPE A - FORMULA
In what month and year did you start to receive these benefits?
MONTH:
..................................................................................
1. JANUARY
1 2. FEBRUARY
3. MARCH
4. MONTH
5. MAY
6. YEAR
7. JULY
8. AUGUST
9. SEPTEMBER
10. OCTOBER
11. NOVEMBER
12. DECEMBER
98. DK (Don't Know)
99. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (RECEIVINGBENEFITSNOW IN W021B)
HL050_2 YR START RECEIVE BENEFITS-MOST REC-A-2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W024A Ref 2000: G4135_2
PENSION TYPE A - FORMULA
(In what month and year did you start to receive these benefits?)
YEAR:
..................................................................................
1 1999. Actual Value
9998. DK (Don't Know)
9999. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL051_2 AMOUNT OF BENEFITS-MOST RECENT-2
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W025A Ref 2000: G4136_2
PENSION TYPE A - FORMULA
How much are the benefits per month or year?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
1 650. Actual Value
998. DK (Don't Know)
999. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HL055_2 AMOUNT OF BENEFITS PER-MOST RECENT-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W026A Ref 2000: G4137_2
PENSION TYPE A - FORMULA
(How much are the benefits per month or year?)
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
1 4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18166 Blank. INAP (Inapplicable)
HL052_2 AMT OF PENS BENEFITS-MOST RECENT-MIN-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J116_
J116_-J118_ Unfolding Sequence
Question text: Do they amount to less than $______per month, more than
$______per month, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 200, 400, 1200, 1600
..................................................................................
18167 Blank. INAP (Inapplicable)
HL053_2 AMT OF PENS BENEFITS-MOST RECENT-MAX-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J117_
..................................................................................
18167 Blank. INAP (Inapplicable)
HL054_2 AMT OF PENS BENEFITS-MOST REC-RESULT-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J118_
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
HL056_2 ADJUSTED FOR COST OF LIVING-MOST REC-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W028A Ref 2000: G4139_2
PENSION TYPE A - FORMULA
Are the benefits adjusted for changes in the cost of living?
..................................................................................
1. YES
1 5. NO
8. DK (Don't Know)
9. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL057_2 EVER ADJ FOR COST OF LIVING-MOST REC-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W029A
PENSION TYPE A - FORMULA
Have they ever been adjusted for changes in the cost of living?
..................................................................................
1. YES
1 5. NO
8. DK (Don't Know)
9. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HL058_2 AMOUNT OF CASH SETTLEMENT-MOST RECENT-2
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W030A Ref 2000: G4141_2
PENSION TYPE A - FORMULA
How much did the cash settlement amount to?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
1 500. Actual Value
998. DK (Don't Know)
999. RF (Refused)
18166 Blank. INAP (Inapplicable)
HL059_2 AMT OF CASH SETTLEMENT-MOST REC-MIN-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J123_
J123_-J125_ Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 2000, 6000, 60000, 250000
..................................................................................
18167 Blank. INAP (Inapplicable)
HL060_2 AMT OF CASH SETTLEMENT-MOST REC-MAX-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J124_
..................................................................................
18167 Blank. INAP (Inapplicable)
HL061_2 AMT CASH SETTLEMENT-MOST REC-RESULT-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J125_
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL062_2A WHAT R DID W/ CASH-MOST RECENT-2-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W031B Ref 2000: G4142007
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL062_2B WHAT R DID W/ CASH-MOST RECENT-2-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W031B Ref 2000: G4142007
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL063_2 AMOUNT OF ROLLOVER-MOST RECENT-A-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W033A Ref 2000: G4143_2
PENSION TYPE A - FORMULA
IRA ROLLOVER
How much did the rollover amount to?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND (piWhichSection <> 1)
HL064_2 NUMBER OF YEARS IN PLAN-MOST RECENT-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W034A Ref 2000: G4144_2
PENSION TYPE A - FORMULA
How many years altogether were you included in this plan?
IWER: INCLUDE YEARS WITH OTHER EMPLOYERS IF SAME PLAN
ROUND THE VALUE TO THE NEAREST YEAR
0-50 YEARS
..................................................................................
2 3-8. Actual Value
98. DK (Don't Know)
99. RF (Refused)
18165 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HL065_2 AGE EXPECT TO REC BENEFITS-MOST REC-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W035A Ref 2000: G4145_2
PENSION TYPE A - FORMULA
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
40-94 AGE
96 ALREADY RECEIVING ALL BENEFITS
..................................................................................
2 65. Actual Value
96. ALREADY RECEIVING ALL BENEFITS
98. DK (Don't Know)
99. RF (Refused)
18165 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HL066_2 FORM OF EXPECTED BENEFITS-MOST RECENT-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W036A Ref 2000: G4146_2
PENSION TYPE A - FORMULA
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
..................................................................................
1. PERCENT OF PAY
1 2. AMOUNT PER MONTH/YEAR
1 3. LUMP SUM
8. DK (Don't Know)
9. RF (Refused)
18165 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND (piSecAStartInterviewA009_SelfPrxy = SLF)
AND (W035A <> NONRESPONSE)
AND (W035A <> 96)
AND (W036A = PERCENTOFPAY)
HL067_2 EXPECTED BEN-PCT FINAL PAY-MOST REC-2
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W037A Ref 2000: G4147_2
PENSION TYPE A - FORMULA
IWER: ENTER THE PERCENT OF FINAL PAY
1-100 PERCENT
PERCENT:
..................................................................................
998. DK (Don't Know)
999. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HL068_2 AMT OF EXPECTED BENEFITS-MOST RECENT-2
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W038A Ref 2000: G4148_2
PENSION TYPE A - FORMULA
IWER: PROBE IF NECESSARY: How much do you expect to receive?
DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
1 220. Amount
998. DK (Don't Know)
999. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HL072_2 EXPECTED BENEFITS PER-MOST RECENT-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W039A Ref 2000: G4149_2
PENSION TYPE A - FORMULA
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
1 4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18166 Blank. INAP (Inapplicable)
HL069_2 AMT OF EXPECTED BENEFITS-MOST REC-MIN-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J133_
J133_-J135_ Unfolding Sequence
Question text: Do you expect a total of less than $______per year, more than
$______per year, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 500, 1000, 2000, 3000
..................................................................................
18167 Blank. INAP (Inapplicable)
HL070_2 AMT OF EXPECTED BENEFITS-MOST REC-MAX-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J134_
..................................................................................
18167 Blank. INAP (Inapplicable)
HL071_2 AMT OF EXPECTED BENEFITS-MOST REC-RES-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J135_
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL073_2 EXPECTED BENEFITS-LUMP SUM-MOST REC-2
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W041A Ref 2000: G4151_2
PENSION TYPE A - FORMULA
IWER: ENTER LUMP SUM AMOUNT
AMOUNT:
..................................................................................
1 12000. Amount
99998. DK (Don't Know)
99999. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND ((piWhichSection < 4) AND (W001A <> REFUSAL))
HL074_2 EARLIEST AGE LEAVE/REC PENS-MOST REC-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK.W042EarlyAgeRecPen Ref 2000: G4163_2
What is the earliest age at which you could have left that job and begun to
receive pension benefits from this plan?
1-80 AGE
95 NO AGE REQUIREMENT
..................................................................................
2 55-65. Actual Value
3 95. NO AGE REQUIREMENT
98. DK (Don't Know)
99. RF (Refused)
18162 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HL031_3 TYPE OF PENSION PLAN-MOST RECENT-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK.W001A Ref 2000: G4120_2
(I would like to know about the type of the most important pension or
retirement plan you had./Now I have some questions about the next most
important of these plans.)
I would like to know what type of plan this was.
(In some retirement plans, call them Type A, benefits are usually based on a
formula involving age, years of service and salary. In other plans, call them
Type B, money is accumulated in an account for you.) Was your plan Type A or
Type B?
IWER: 401-K, 403-B, ESOP, SRA, THRIFT/SAVINGS, STOCK/PROFIT SHARING, MONEY
PURCHASE PLANS, AND CASH BALANCE PLANS ARE ALL TYPE B RETIREMENT PLANS
TYPE A PLANS ARE OFTEN CALLED 'DEFINED BENEFIT' PLANS
TYPE B PLANS ARE OFTEN CALLED 'DEFINED CONTRIBUTION'
..................................................................................
1. TYPE A
2. TYPE B
3. BOTH TYPES
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HL032_3 AMT IN PENS WHEN LEFT-MOST RECENT-B-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W002A Ref 2000: G4121_2
PENSION TYPE B - ACCOUNT
(For this part of your pension where money is accumulated in an account, how
/How) much money was in your account when you left that
(business/employer/job)?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
HL033_3 AMT IN PENS WHEN LEFT-MOST REC-B-MIN-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W003A
W003A-W005A Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 5000, 20000, 50000, 150000
..................................................................................
18167 Blank. INAP (Inapplicable)
HL034_3 AMT IN PENS WHEN LEFT-MOST REC-B-MAX-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W004A
..................................................................................
18167 Blank. INAP (Inapplicable)
HL035_3 AMT IN PENS WHEN LEFT-MOST REC-B-RES-3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W005A
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HL036_3A DISPOSITION OF PENSION-MOST RECENT-B-3-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W006B Ref 2000: G4122_2
PENSION TYPE B - ACCOUNT
When you left that (business/employer/job), did you withdraw the money, roll
it over into an IRA, leave it to accumulate in the old plan, convert it to an
annuity, or what?
IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP
QUESTIONS
..................................................................................
1. WITHDREW THE MONEY
2. ROLLED OVER INTO IRA
3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HL036_3B DISPOSITION OF PENSION-MOST RECENT-B-3-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W006B Ref 2000: G4122_2
PENSION TYPE B - ACCOUNT
When you left that (business/employer/job), did you withdraw the money, roll
it over into an IRA, leave it to accumulate in the old plan, convert it to an
annuity, or what?
IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP
QUESTIONS
..................................................................................
1. WITHDREW THE MONEY
2. ROLLED OVER INTO IRA
3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (W006B.CARDINAL <> 1)
HL037_3 AMT LEFT IN OLD ACCT-MOST RECENT-B-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W008A
PENSION TYPE B - ACCOUNT
How much money did you leave in the old account to accumulate?
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HL038_3 AMOUNT IN PENSION NOW-MOST RECENT-B-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W009A Ref 2000: G4123_2
PENSION TYPE B - ACCOUNT
How much is in that account now?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
HL039_3 AMT IN PENSION NOW-MOST RECENT-B -MIN-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W010A
W010A-W012A Unfolding Sequence
Question text: Does it amount to less than $______, more than $______, or
what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 5000, 20000, 50000, 150000
..................................................................................
18167 Blank. INAP (Inapplicable)
HL040_3 AMT IN PENSION NOW-MOST RECENT-B -MAX-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W011A
..................................................................................
18167 Blank. INAP (Inapplicable)
HL041_3 AMT IN PENS NOW-MOST RENCENT-B-RESULT-3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W012A
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HL042_3 AMT CONVERTED TO ANNUITY-MOST REC-B-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W013A
PENSION TYPE B - ACCOUNT
How much did you convert to annuity?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
HL043_3 AGE ANNUITY STARTED-MOST RECENT-B-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W014A Ref 2000: G4128_2
PENSION TYPE B - ACCOUNT
How old were you when you started receiving the benefits from that annuity?
IWER: IF R INDICATES BENEFITS HAVE NOT YET STARTED, ASK AT WHAT AGE THEY WILL
BEGIN, AND NOTE THIS IN COMMENT BOX
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HL044_3 AMOUNT OF ANNUITY-MOST RECENT-B-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W015A Ref 2000: G4129_2
PENSION TYPE B - ACCOUNT
How much are the benefits per month or year?
IWER: IF BENEFITS HAVE NOT YET STARTED, RECORD WHAT BENEFITS WILL BE
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (CONVERTTOANNUITY IN W006B)
AND (((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL))
HL045_3 AMOUNT OF ANNUITY PER-MOST RECENT-B-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W016A Ref 2000: G4130_2
PENSION TYPE B - ACCOUNT
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL046_3 AMT OF PENS ROLLOVER-MOST RECENT-B-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W018A
PENSION TYPE B - ACCOUNT
How much did the rollover amount to?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((TRANSFERREDTONEWEMPLOYER IN W006B) AND (W006B.CARDINAL <> 1))
HL047_3 AMOUNT OF TRANSFER-MOST RECENT-B-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W019A
PENSION TYPE B - ACCOUNT
How much did the transfer amount to?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
HL048_3A DISPOSITION OF PENS-MOST RECENT-A-3-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W021B Ref 2000: G4133007
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
HL048_3B DISPOSITION OF PENS-MOST RECENT-A-3-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W021B Ref 2000: G4133007
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
HL048_3C DISPOSITION OF PENS-MOST RECENT-A-3-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W021B Ref 2000: G4133007
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (RECEIVINGBENEFITSNOW IN W021B)
HL049_3 MO START RECEIVE BENEFITS-MOST REC-A-3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W023A Ref 2000: G4134_2
PENSION TYPE A - FORMULA
In what month and year did you start to receive these benefits?
MONTH:
..................................................................................
1. JANUARY
2. FEBRUARY
3. MARCH
4. MONTH
5. MAY
6. YEAR
7. JULY
8. AUGUST
9. SEPTEMBER
10. OCTOBER
11. NOVEMBER
12. DECEMBER
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (RECEIVINGBENEFITSNOW IN W021B)
HL050_3 YR START RECEIVE BENEFITS-MOST REC-A-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W024A Ref 2000: G4135_2
PENSION TYPE A - FORMULA
(In what month and year did you start to receive these benefits?)
YEAR:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL051_3 AMOUNT OF BENEFITS-MOST RECENT-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W025A Ref 2000: G4136_2
PENSION TYPE A - FORMULA
How much are the benefits per month or year?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HL055_3 AMOUNT OF BENEFITS PER-MOST RECENT-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W026A Ref 2000: G4137_2
PENSION TYPE A - FORMULA
(How much are the benefits per month or year?)
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
HL052_3 AMT OF PENS BENEFITS-MOST RECENT-MIN-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J116_
J116_-J118_ Unfolding Sequence
Question text: Do they amount to less than $______per month, more than
$______per month, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 200, 400, 1200, 1600
..................................................................................
18167 Blank. INAP (Inapplicable)
HL053_3 AMT OF PENS BENEFITS-MOST RECENT-MAX-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J117_
..................................................................................
18167 Blank. INAP (Inapplicable)
HL054_3 AMT OF PENS BENEFITS-MOST REC-RESULT-3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J118_
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
HL056_3 ADJUSTED FOR COST OF LIVING-MOST REC-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W028A Ref 2000: G4139_2
PENSION TYPE A - FORMULA
Are the benefits adjusted for changes in the cost of living?
..................................................................................
1. YES
5. NO
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL057_3 EVER ADJ FOR COST OF LIVING-MOST REC-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W029A
PENSION TYPE A - FORMULA
Have they ever been adjusted for changes in the cost of living?
..................................................................................
1. YES
5. NO
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HL058_3 AMOUNT OF CASH SETTLEMENT-MOST RECENT-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W030A Ref 2000: G4141_2
PENSION TYPE A - FORMULA
How much did the cash settlement amount to?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
HL059_3 AMT OF CASH SETTLEMENT-MOST REC-MIN-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J123_
J123_-J125_ Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 2000, 6000, 60000, 250000
..................................................................................
18167 Blank. INAP (Inapplicable)
HL060_3 AMT OF CASH SETTLEMENT-MOST REC-MAX-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J124_
..................................................................................
18167 Blank. INAP (Inapplicable)
HL061_3 AMT CASH SETTLEMENT-MOST REC-RESULT-3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J125_
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL062_3A WHAT R DID W/ CASH-MOST RECENT-3-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W031B Ref 2000: G4142007
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL062_3B WHAT R DID W/ CASH-MOST RECENT-3-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W031B Ref 2000: G4142007
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL062_3C WHAT R DID W/ CASH-MOST RECENT-3-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W031B Ref 2000: G4142007
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL062_3D WHAT R DID W/ CASH-MOST RECENT-3-4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W031B Ref 2000: G4142007
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL063_3 AMOUNT OF ROLLOVER-MOST RECENT-A-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W033A Ref 2000: G4143_2
PENSION TYPE A - FORMULA
IRA ROLLOVER
How much did the rollover amount to?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND (piWhichSection <> 1)
HL064_3 NUMBER OF YEARS IN PLAN-MOST RECENT-3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W034A Ref 2000: G4144_2
PENSION TYPE A - FORMULA
How many years altogether were you included in this plan?
IWER: INCLUDE YEARS WITH OTHER EMPLOYERS IF SAME PLAN
ROUND THE VALUE TO THE NEAREST YEAR
0-50 YEARS
..................................................................................
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HL065_3 AGE EXPECT TO REC BENEFITS-MOST REC-3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W035A Ref 2000: G4145_2
PENSION TYPE A - FORMULA
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
40-94 AGE
96 ALREADY RECEIVING ALL BENEFITS
..................................................................................
96. ALREADY RECEIVING ALL BENEFITS
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HL066_3 FORM OF EXPECTED BENEFITS-MOST RECENT-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W036A Ref 2000: G4146_2
PENSION TYPE A - FORMULA
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
..................................................................................
1. PERCENT OF PAY
2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND (piSecAStartInterviewA009_SelfPrxy = SLF)
AND (W035A <> NONRESPONSE)
AND (W035A <> 96)
AND (W036A = PERCENTOFPAY)
HL067_3 EXPECTED BEN-PCT FINAL PAY-MOST REC-3
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W037A Ref 2000: G4147_2
PENSION TYPE A - FORMULA
IWER: ENTER THE PERCENT OF FINAL PAY
1-100 PERCENT
PERCENT:
..................................................................................
998. DK (Don't Know)
999. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HL068_3 AMT OF EXPECTED BENEFITS-MOST RECENT-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W038A Ref 2000: G4148_2
PENSION TYPE A - FORMULA
IWER: PROBE IF NECESSARY: How much do you expect to receive?
DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HL072_3 EXPECTED BENEFITS PER-MOST RECENT-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W039A Ref 2000: G4149_2
PENSION TYPE A - FORMULA
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
4. MONTH
6. YEAR
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
HL069_3 AMT OF EXPECTED BENEFITS-MOST REC-MIN-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J133_
J133_-J135_ Unfolding Sequence
Question text: Do you expect a total of less than $______per year, more than
$______per year, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 500, 1000, 2000, 3000
..................................................................................
18167 Blank. INAP (Inapplicable)
HL070_3 AMT OF EXPECTED BENEFITS-MOST REC-MAX-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J134_
..................................................................................
18167 Blank. INAP (Inapplicable)
HL071_3 AMT OF EXPECTED BENEFITS-MOST REC-RES-3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J135_
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL073_3 EXPECTED BENEFITS-LUMP SUM-MOST REC-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W041A Ref 2000: G4151_2
PENSION TYPE A - FORMULA
IWER: ENTER LUMP SUM AMOUNT
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND ((piWhichSection < 4) AND (W001A <> REFUSAL))
HL074_3 EARLIEST AGE LEAVE/REC PENS-MOST REC-3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK.W042EarlyAgeRecPen Ref 2000: G4163_2
What is the earliest age at which you could have left that job and begun to
receive pension benefits from this plan?
1-80 AGE
95 NO AGE REQUIREMENT
..................................................................................
95. NO AGE REQUIREMENT
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
HL075 OTR EMPLOYER PENSIONS
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_JOBHISTORY.L031_ Ref 2000: G4172
Besides the jobs you have already told me about, have you worked for any other
employer including self-employment where you were included in a pension or
retirement plan, or in a tax-deferred savings plan of some sort?
..................................................................................
16 1. YES
26 5. NO
8. DK (Don't Know)
9. RF (Refused)
18125 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
HL076 # EMPLOYERS INCLUDED PENSION PLAN
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_JOBHISTORY.L032_RecJobNumEmplyrs Ref 2000: G4173
How many such employers have you worked for? (Besides the ones you have
already told me about.)
IWER: WHERE R WAS INCLUDED IN A PENSION OR RETIREMENT PLAN
# OF EMPLOYERS:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
16 1 5 1.75 1.06 18151
-----------------------------------------------------------------
8. DK (Don't Know)
9. RF (Refused)
Assign:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (L032_RecJobNumEmplyrs = 1
OR NOT (L032_RecJobNumEmplyrs = 1))
AND (L032_RecJobNumEmplyrs > 1)
HL077 OTHER EMPLOYER PENSION COUNTER
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_JOBHISTORY.L033AOthEmpPensCntr Ref 2000: G4175_1
..................................................................................
8 1. FIRST EMPLOYER
8 2. SECOND EMPLOYER
18151 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
HL078_1 START WRK FOR EMP- INC PENSION- YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_EMPLOYERLOOP.L034A Ref 2000: G4176_1
When did you start working for (the first such/that/the next such) employer?
YEAR:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
13 1948 1998 1976.77 14.89 18151
-----------------------------------------------------------------
3 9998. DK (Don't Know)
9999. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
HL079_1 LEFT EMPLOYER- INCLUDE PENSION- YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_EMPLOYERLOOP.L035A Ref 2000: G4177_1
And when did you leave?
YEAR:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
15 1961 1998 1985.53 10.58 18151
-----------------------------------------------------------------
1 9998. DK (Don't Know)
9999. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
HL080_1 EARNINGS WHEN LEFT EMP- INC PENSION- 1
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 2
CAI Reference: BL_EMPLOYERLOOP.L036A Ref 2000: G4178_1
How much were you earning when you left?
IWER: IF R REPORTS A 'PER HOUR' AMOUNT, BE SURE TO RECORD CENTS IF APPLICABLE
USE ZERO FOR NONE
AMOUNT:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
15 2.50 50000.00 14935.73 19006.09 18151
-----------------------------------------------------------------
1 99999998. DK (Don't Know)
99999999. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (L036A <> NONRESPONSE AND (L036A <> 0))
HL081_1 EARNINGS WHEN LEFT EMP-INC PENSION-PER-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EMPLOYERLOOP.L037A Ref 2000: G4179_1
(How much were you earning when you left?)
IWER: PROBE IF NECESSARY: Was that per hour, week, month, or year?
USE ZERO FOR NONE
PER:
..................................................................................
5 1. HOUR
3 2. WEEK
3. EVERY TWO WEEKS/BI-WEEKLY
4. MONTH
5. TWICE A MONTH
7 6. YEAR
7. OTHER (SPECIFY); including per visit, class, mile, job
8. DK (Don't Know)
9. RF (Refused)
18152 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HL082_1 TYPE OF PENSION PLAN-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK.W001A Ref 2000: G4120_1
(I would like to know about the type of the most important pension or
retirement plan you had./Now I have some questions about the next most
important of these plans.)
I would like to know what type of plan this was.
(In some retirement plans, call them Type A, benefits are usually based on a
formula involving age, years of service and salary. In other plans, call them
Type B, money is accumulated in an account for you.) Was your plan Type A or
Type B?
IWER: 401-K, 403-B, ESOP, SRA, THRIFT/SAVINGS, STOCK/PROFIT SHARING, MONEY
PURCHASE PLANS, AND CASH BALANCE PLANS ARE ALL TYPE B RETIREMENT PLANS
TYPE A PLANS ARE OFTEN CALLED 'DEFINED BENEFIT' PLANS
TYPE B PLANS ARE OFTEN CALLED 'DEFINED CONTRIBUTION'
..................................................................................
5 1. TYPE A
9 2. TYPE B
1 3. BOTH TYPES
1 8. DK (Don't Know)
9. RF (Refused)
18151 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HL083_1 AMOUNT IN PENSION WHEN LEFT-B-1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W002A Ref 2000: G4121_1
PENSION TYPE B - ACCOUNT
(For this part of your pension where money is accumulated in an account, how
/How) much money was in your account when you left that
(business/employer/job)?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
7 750-10000. Actual Value
4 99998. DK (Don't Know)
99999. RF (Refused)
18156 Blank. INAP (Inapplicable)
HL084_1 AMOUNT IN PENSION WHEN LEFT-B- MIN-1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W003A
W003A-W005A Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 5000, 20000, 50000, 150000
..................................................................................
2 0. Value of Breakpoint
1 5001. Value of Breakpoint
1 150001. Value of Breakpoint
18163 Blank. INAP (Inapplicable)
HL085_1 AMOUNT IN PENSION WHEN LEFT-B- MAX-1
Section: L Level: Respondent Type: Numeric Width: 7 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W004A
..................................................................................
2 19999. Value of Breakpoint
2 1500000. Value of Breakpoint
18163 Blank. INAP (Inapplicable)
HL086_1 AMOUNT IN PENSION WHEN LEFT-B -RESULT-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W005A
..................................................................................
97. Data Not Available
1 98. DK (Don't Know)
99. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HL087_1A DISPOSITION OF PENSION-B-1-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W006B Ref 2000: G4122_1
PENSION TYPE B - ACCOUNT
When you left that (business/employer/job), did you withdraw the money, roll
it over into an IRA, leave it to accumulate in the old plan, convert it to an
annuity, or what?
IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP
QUESTIONS
..................................................................................
5 1. WITHDREW THE MONEY
2 2. ROLLED OVER INTO RA
3 3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
1 8. DK (Don't Know)
9. RF (Refused)
18156 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HL087_1B DISPOSITION OF PENSION-B-1-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W006B Ref 2000: G4122_1
PENSION TYPE B - ACCOUNT
When you left that (business/employer/job), did you withdraw the money, roll
it over into an IRA, leave it to accumulate in the old plan, convert it to an
annuity, or what?
IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP
QUESTIONS
..................................................................................
1. WITHDREW THE MONEY
2. ROLLED OVER INTO RA
3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (W006B.CARDINAL <> 1)
HL088_1 AMOUNT LEFT IN OLD ACCOUNT-B-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W008A
PENSION TYPE B - ACCOUNT
How much money did you leave in the old account to accumulate?
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HL089_1 AMOUNT IN PENSION NOW-B-1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W009A Ref 2000: G4123_1
PENSION TYPE B - ACCOUNT
How much is in that account now?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
3 1000-150000. Actual Value
999998. DK (Don't Know)
999999. RF (Refused)
18164 Blank. INAP (Inapplicable)
HL090_1 AMOUNT IN PENSION NOW-B - MIN-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W010A
W010A-W012A Unfolding Sequence
Question text: Does it amount to less than $______, more than $______, or
what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 5000, 20000, 50000, 150000
..................................................................................
18167 Blank. INAP (Inapplicable)
HL091_1 AMOUNT IN PENSION NOW-B - MAX-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W011A
..................................................................................
18167 Blank. INAP (Inapplicable)
HL092_1 AMOUNT IN PENSION NOW-B - RESULT-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W012A
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HL093_1 AMOUNT CONVERTED TO ANNUITY-B-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W013A
PENSION TYPE B - ACCOUNT
How much did you convert to annuity?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
HL094_1 AGE WHEN ANNUITY STARTED-B-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W014A Ref 2000: G4128_1
PENSION TYPE B - ACCOUNT
How old were you when you started receiving the benefits from that annuity?
IWER: IF R INDICATES BENEFITS HAVE NOT YET STARTED, ASK AT WHAT AGE THEY WILL
BEGIN, AND NOTE THIS IN COMMENT BOX
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HL095_1 AMOUNT OF ANNUITY-B-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W015A Ref 2000: G4129_1
PENSION TYPE B - ACCOUNT
How much are the benefits per month or year?
IWER: IF BENEFITS HAVE NOT YET STARTED, RECORD WHAT BENEFITS WILL BE
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (CONVERTTOANNUITY IN W006B)
AND (((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL))
HL096_1 AMOUNT OF ANNUITY PER-B-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W016A Ref 2000: G4130_1
PENSION TYPE B - ACCOUNT
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL097_1 AMOUNT OF PENSION ROLLOVER-B-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W018A
PENSION TYPE B - ACCOUNT
How much did the rollover amount to?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((TRANSFERREDTONEWEMPLOYER IN W006B) AND (W006B.CARDINAL <> 1))
HL098_1 AMOUNT OF TRANSFER-B-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W019A
PENSION TYPE B - ACCOUNT
How much did the transfer amount to?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
HL099_1A DISPOSITION OF PENSION-A-1-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W021B Ref 2000: G4133001
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
HL099_1B DISPOSITION OF PENSION-A-1-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W021B Ref 2000: G4133001
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (RECEIVINGBENEFITSNOW IN W021B)
HL100_1 MONTH START RECEIVING BENEFITS-A-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W023A Ref 2000: G4134_1
PENSION TYPE A - FORMULA
In what month and year did you start to receive these benefits?
MONTH:
..................................................................................
1. JANUARY
2. FEBRUARY
2 3. MARCH
4. APRIL
5. MAY
6. YEAR
7. JULY
8. AUGUST
9. SEPTEMBER
10. OCTOBER
11. NOVEMBER
12. DECEMBER
98. DK (Don't Know)
99. RF (Refused)
18165 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (RECEIVINGBENEFITSNOW IN W021B)
HL101_1 YEAR START RECEIVING BENEFITS-A-1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W024A Ref 2000: G4135_1
PENSION TYPE A - FORMULA
(In what month and year did you start to receive these benefits?)
YEAR:
..................................................................................
2 1994-1998. Actual Value
9998. DK (Don't Know)
9999. RF (Refused)
18165 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL102_1 AMOUNT OF BENEFITS-A-1
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W025A Ref 2000: G4136_1
PENSION TYPE A - FORMULA
How much are the benefits per month or year?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
2 400. Actual Value
998. DK (Don't Know)
999. RF (Refused)
18165 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HL106_1 AMOUNT OF BENEFITS PER-A-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W026A Ref 2000: G4137_1
PENSION TYPE A - FORMULA
(How much are the benefits per month or year?)
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
2 4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18165 Blank. INAP (Inapplicable)
HL103_1 AMOUNT OF PENSION BENEFITS - MIN-A-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J116_
J116_-J118_ Unfolding Sequence
Question text: Do they amount to less than $______per month, more than
$______per month, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 200, 400, 1200, 1600
..................................................................................
18167 Blank. INAP (Inapplicable)
HL104_1 AMOUNT OF PENSION BENEFITS - MAX-A-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J117_
..................................................................................
18167 Blank. INAP (Inapplicable)
HL105_1 AMOUNT OF PENSION BENEFITS - RESULT-A-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J118_
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
HL107_1 ADJUSTED FOR COST OF LIVING-A-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W028A Ref 2000: G4139_1
PENSION TYPE A - FORMULA
Are the benefits adjusted for changes in the cost of living?
..................................................................................
1. YES
2 5. NO
8. DK (Don't Know)
9. RF (Refused)
18165 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL108_1 EVER ADJUSTED FOR COST OF LIVING-A-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W029A
PENSION TYPE A - FORMULA
Have they ever been adjusted for changes in the cost of living?
..................................................................................
1. YES
2 5. NO
8. DK (Don't Know)
9. RF (Refused)
18165 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HL109_1 AMOUNT OF CASH SETTLEMENT-A-1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W030A Ref 2000: G4141_1
PENSION TYPE A - FORMULA
How much did the cash settlement amount to?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
2 4000-8500. Actual Value
1 9998. DK (Don't Know)
9999. RF (Refused)
18164 Blank. INAP (Inapplicable)
HL110_1 AMOUNT OF CASH SETTLEMENT - MIN-A-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J123_
J123_-J125_ Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 2000, 6000, 60000, 250000
..................................................................................
1 0. Value of Breakpoint
18166 Blank. INAP (Inapplicable)
HL111_1 AMOUNT OF CASH SETTLEMENT - MAX-A-1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J124_
..................................................................................
1 1999. Value of Breakpoint
18166 Blank. INAP (Inapplicable)
HL112_1 AMOUNT OF CASH SETTLEMENT - RESULT-A-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J125_
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL113_1A WHAT R DID W/ CASH-A-1-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W031B Ref 2000: G4142001
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL113_1B WHAT R DID W/ CASH-A-1-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W031B Ref 2000: G4142001
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL113_1C WHAT R DID W/ CASH
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W031B Ref 2000: G4142001
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL113_1D WHAT R DID W/ CASH
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W031B Ref 2000: G4142001
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL114_1 AMOUNT OF ROLLOVER-A-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W033A Ref 2000: G4143_1
PENSION TYPE A - FORMULA
IRA ROLLOVER
How much did the rollover amount to?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND (piWhichSection <> 1)
HL115_1 NUMBER OF YEARS IN PLAN-A-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W034A Ref 2000: G4144_1
PENSION TYPE A - FORMULA
How many years altogether were you included in this plan?
IWER: INCLUDE YEARS WITH OTHER EMPLOYERS IF SAME PLAN
ROUND THE VALUE TO THE NEAREST YEAR
0-50 YEARS
..................................................................................
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HL116_1 AGE EXPECT TO REC BENEFITS-A-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W035A Ref 2000: G4145_1
PENSION TYPE A - FORMULA
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
40-94 AGE
96 ALREADY RECEIVING ALL BENEFITS
..................................................................................
96. ALREADY RECEIVING ALL BENEFITS
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HL117_1 FORM OF EXPECTED BENEFITS-A-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W036A Ref 2000: G4146_1
PENSION TYPE A - FORMULA
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
..................................................................................
1. PERCENT OF PAY
2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND (piSecAStartInterviewA009_SelfPrxy = SLF)
AND (W035A <> NONRESPONSE)
AND (W035A <> 96)
AND (W036A = PERCENTOFPAY)
HL118_1 EXPECTED BENEFIT-PCT FINAL PAY-A-1
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W037A Ref 2000: G4147_1
PENSION TYPE A - FORMULA
IWER: ENTER THE PERCENT OF FINAL PAY
1-100 PERCENT
PERCENT:
..................................................................................
998. DK (Don't Know)
999. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HL119_1 AMOUNT OF EXPECTED BENEFITS-A-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W038A Ref 2000: G4148_1
PENSION TYPE A - FORMULA
IWER: PROBE IF NECESSARY: How much do you expect to receive?
DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
HL120_1 AMOUNT OF EXPECTED BENEFITS - MIN-A-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J133_
J133_-J135_ Unfolding Sequence
Question text: Do you expect a total of less than $______per year, more than
$______per year, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 500, 1000, 2000, 3000
..................................................................................
18167 Blank. INAP (Inapplicable)
HL121_1 AMOUNT OF EXPECTED BENEFITS - MAX-A-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J134_
..................................................................................
18167 Blank. INAP (Inapplicable)
HL122_1 AMOUNT OF EXPECTED BENEFITS -RESULT-A-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J135_
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HL123_1 EXPECTED BENEFITS PER-A-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W039A Ref 2000: G4149_1
PENSION TYPE A - FORMULA
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL124_1 EXPECTED BENEFITS-LUMP SUM-A-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W041A Ref 2000: G4151_1
PENSION TYPE A - FORMULA
IWER: ENTER LUMP SUM AMOUNT
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND ((piWhichSection < 4) AND (W001A <> REFUSAL))
HL125_1 EARLIEST AGE LEAVE/REC PENSION-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK.W042EarlyAgeRecPen Ref 2000: G4163_1
What is the earliest age at which you could have left that job and begun to
receive pension benefits from this plan?
1-80 AGE
95 NO AGE REQUIREMENT
..................................................................................
95. NO AGE REQUIREMENT
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
HL078_2 START WRK FOR EMP- INC PENSION- YR- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_EMPLOYERLOOP.L034A Ref 2000: G4176_1
When did you start working for (the first such/that/the next such) employer?
YEAR:
..................................................................................
7 1973-1998. Actual Value
1 9998. DK (Don't Know)
9999. RF (Refused)
18159 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
HL079_2 LEFT EMPLOYER- INCLUDE PENSION- YR- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_EMPLOYERLOOP.L035A Ref 2000: G4177_1
And when did you leave?
YEAR:
..................................................................................
7 1977-2002. Actual Value
1 9998. DK (Don't Know)
9999. RF (Refused)
18159 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
HL080_2 EARNINGS WHEN LEFT EMP- INC PENSION- 2
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: BL_EMPLOYERLOOP.L036A Ref 2000: G4178_1
How much were you earning when you left?
IWER: IF R REPORTS A 'PER HOUR' AMOUNT, BE SURE TO RECORD CENTS IF APPLICABLE
USE ZERO FOR NONE
AMOUNT:
..................................................................................
6 8-80000. Actual Value
2 99998. DK (Don't Know)
99999. RF (Refused)
18159 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (L036A <> NONRESPONSE AND (L036A <> 0))
HL081_2 EARNINGS WHEN LEFT EMP-INC PENSION-PER-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EMPLOYERLOOP.L037A Ref 2000: G4179_1
(How much were you earning when you left?)
IWER: PROBE IF NECESSARY: Was that per hour, week, month, or year?
USE ZERO FOR NONE
PER:
..................................................................................
1 1. HOUR
2. WEEK
3. EVERY TWO WEEKS/BI-WEEKLY
1 4. MONTH
5. TWICE A MONTH
4 6. YEAR
7. OTHER (SPECIFY); including per visit, class, mile, job
8. DK (Don't Know)
9. RF (Refused)
18161 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HL082_2 TYPE OF PENSION PLAN-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK.W001A Ref 2000: G4120_2
(I would like to know about the type of the most important pension or
retirement plan you had./Now I have some questions about the next most
important of these plans.)
I would like to know what type of plan this was.
(In some retirement plans, call them Type A, benefits are usually based on a
formula involving age, years of service and salary. In other plans, call them
Type B, money is accumulated in an account for you.) Was your plan Type A or
Type B?
IWER: 401-K, 403-B, ESOP, SRA, THRIFT/SAVINGS, STOCK/PROFIT SHARING, MONEY
PURCHASE PLANS, AND CASH BALANCE PLANS ARE ALL TYPE B RETIREMENT PLANS
TYPE A PLANS ARE OFTEN CALLED 'DEFINED BENEFIT' PLANS
TYPE B PLANS ARE OFTEN CALLED 'DEFINED CONTRIBUTION'
..................................................................................
4 1. TYPE A
2 2. TYPE B
3. BOTH TYPES
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
18160 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HL083_2 AMOUNT IN PENSION WHEN LEFT-B-2
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W002A Ref 2000: G4121_2
PENSION TYPE B - ACCOUNT
(For this part of your pension where money is accumulated in an account, how
/How) much money was in your account when you left that
(business/employer/job)?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
2 6000-120000. Actual Value
1 999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
18164 Blank. INAP (Inapplicable)
HL084_2 AMOUNT IN PENSION WHEN LEFT-B- MIN-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W003A
W003A-W005A Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 5000, 20000, 50000, 150000
..................................................................................
1 0. Value of Breakpoint
18166 Blank. INAP (Inapplicable)
HL085_2 AMOUNT IN PENSION WHEN LEFT-B- MAX-2
Section: L Level: Respondent Type: Numeric Width: 7 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W004A
..................................................................................
2 1500000. Value of Breakpoint
18165 Blank. INAP (Inapplicable)
HL086_2 AMOUNT IN PENSION WHEN LEFT-B -RESULT-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W005A
..................................................................................
97. Data Not Available
2 98. DK (Don't Know)
99. RF (Refused)
18165 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HL087_2A DISPOSITION OF PENSION-B-2-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W006B Ref 2000: G4122_2
PENSION TYPE B - ACCOUNT
When you left that (business/employer/job), did you withdraw the money, roll
it over into an IRA, leave it to accumulate in the old plan, convert it to an
annuity, or what?
IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP
QUESTIONS
..................................................................................
1. WITHDREW THE MONEY
1 2. ROLLED OVER INTO RA
1 3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
18164 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HL087_2B DISPOSITION OF PENSION-B-2-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W006B Ref 2000: G4122_2
PENSION TYPE B - ACCOUNT
When you left that (business/employer/job), did you withdraw the money, roll
it over into an IRA, leave it to accumulate in the old plan, convert it to an
annuity, or what?
IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP
QUESTIONS
..................................................................................
1. WITHDREW THE MONEY
2. ROLLED OVER INTO RA
3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (W006B.CARDINAL <> 1)
HL088_2 AMOUNT LEFT IN OLD ACCOUNT-B-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W008A
PENSION TYPE B - ACCOUNT
How much money did you leave in the old account to accumulate?
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HL089_2 AMOUNT IN PENSION NOW-B-2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W009A Ref 2000: G4123_2
PENSION TYPE B - ACCOUNT
How much is in that account now?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
1 6000. Actual Value
9998. DK (Don't Know)
9999. RF (Refused)
18166 Blank. INAP (Inapplicable)
HL090_2 AMOUNT IN PENSION NOW-B - MIN-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W010A
W010A-W012A Unfolding Sequence
Question text: Does it amount to less than $______, more than $______, or
what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 5000, 20000, 50000, 150000
..................................................................................
18167 Blank. INAP (Inapplicable)
HL091_2 AMOUNT IN PENSION NOW-B - MAX-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W011A
..................................................................................
18167 Blank. INAP (Inapplicable)
HL092_2 AMOUNT IN PENSION NOW-B - RESULT-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W012A
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HL093_2 AMOUNT CONVERTED TO ANNUITY-B-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W013A
PENSION TYPE B - ACCOUNT
How much did you convert to annuity?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
HL094_2 AGE WHEN ANNUITY STARTED-B-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W014A Ref 2000: G4128_2
PENSION TYPE B - ACCOUNT
How old were you when you started receiving the benefits from that annuity?
IWER: IF R INDICATES BENEFITS HAVE NOT YET STARTED, ASK AT WHAT AGE THEY WILL
BEGIN, AND NOTE THIS IN COMMENT BOX
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
HL095_2 AMOUNT OF ANNUITY-B-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W015A Ref 2000: G4129_2
PENSION TYPE B - ACCOUNT
How much are the benefits per month or year?
IWER: IF BENEFITS HAVE NOT YET STARTED, RECORD WHAT BENEFITS WILL BE
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (CONVERTTOANNUITY IN W006B)
AND (((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL))
HL096_2 AMOUNT OF ANNUITY PER-B-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W016A Ref 2000: G4130_2
PENSION TYPE B - ACCOUNT
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL097_2 AMOUNT OF PENSION ROLLOVER-B-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W018A
PENSION TYPE B - ACCOUNT
How much did the rollover amount to?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((TRANSFERREDTONEWEMPLOYER IN W006B) AND (W006B.CARDINAL <> 1))
HL098_2 AMOUNT OF TRANSFER-B-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W019A
PENSION TYPE B - ACCOUNT
How much did the transfer amount to?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
HL099_2A DISPOSITION OF PENSION-A-2-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W021B Ref 2000: G4133007
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
HL099_2B DISPOSITION OF PENSION-A-2-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W021B Ref 2000: G4133007
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
HL099_2C DISPOSITION OF PENSION-A
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W021B Ref 2000: G4133007
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (RECEIVINGBENEFITSNOW IN W021B)
HL100_2 MONTH START RECEIVING BENEFITS-A-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W023A Ref 2000: G4134_2
PENSION TYPE A - FORMULA
In what month and year did you start to receive these benefits?
MONTH:
..................................................................................
1. JANUARY
2. FEBRUARY
3. MARCH
4. APRIL
5. MAY
6. JUNE
7. JULY
8. AUGUST
9. SEPTEMBER
10. OCTOBER
11. NOVEMBER
12. DECEMBER
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (RECEIVINGBENEFITSNOW IN W021B)
HL101_2 YEAR START RECEIVING BENEFITS-A-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W024A Ref 2000: G4135_2
PENSION TYPE A - FORMULA
(In what month and year did you start to receive these benefits?)
YEAR:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL102_2 AMOUNT OF BENEFITS-A-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W025A Ref 2000: G4136_2
PENSION TYPE A - FORMULA
How much are the benefits per month or year?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HL106_2 AMOUNT OF BENEFITS PER-A-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W026A Ref 2000: G4137_2
PENSION TYPE A - FORMULA
(How much are the benefits per month or year?)
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
HL103_2 AMOUNT OF PENSION BENEFITS - MIN-A-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J116_
J116_-J118_ Unfolding Sequence
Question text: Do they amount to less than $______per month, more than
$______per month, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 200, 400, 1200, 1600
..................................................................................
18167 Blank. INAP (Inapplicable)
HL104_2 AMOUNT OF PENSION BENEFITS - MAX-A-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J117_
..................................................................................
18167 Blank. INAP (Inapplicable)
HL105_2 AMOUNT OF PENSION BENEFITS - RESULT-A-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J118_
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
HL107_2 ADJUSTED FOR COST OF LIVING-A-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W028A Ref 2000: G4139_2
PENSION TYPE A - FORMULA
Are the benefits adjusted for changes in the cost of living?
..................................................................................
1. YES
5. NO
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL108_2 EVER ADJUSTED FOR COST OF LIVING-A-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W029A
PENSION TYPE A - FORMULA
Have they ever been adjusted for changes in the cost of living?
..................................................................................
1. YES
5. NO
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HL109_2 AMOUNT OF CASH SETTLEMENT-A-2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W030A Ref 2000: G4141_2
PENSION TYPE A - FORMULA
How much did the cash settlement amount to?
IWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
1 9998. DK (Don't Know)
9999. RF (Refused)
18166 Blank. INAP (Inapplicable)
HL110_2 AMOUNT OF CASH SETTLEMENT - MIN-A-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J123_
J123_-J125_ Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 2000, 6000, 60000, 250000
..................................................................................
1 0. Value of Breakpoint
18166 Blank. INAP (Inapplicable)
HL111_2 AMOUNT OF CASH SETTLEMENT - MAX-A-2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J124_
..................................................................................
1 1999. Value of Breakpoint
18166 Blank. INAP (Inapplicable)
HL112_2 AMOUNT OF CASH SETTLEMENT - RESULT-A-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J125_
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL113_2A WHAT R DID W/ CASH-A-2-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W031B Ref 2000: G4142007
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL113_2B WHAT R DID W/ CASH-A-2-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W031B Ref 2000: G4142007
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL114_2 AMOUNT OF ROLLOVER-A-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W033A Ref 2000: G4143_2
PENSION TYPE A - FORMULA
IRA ROLLOVER
How much did the rollover amount to?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND (piWhichSection <> 1)
HL115_2 NUMBER OF YEARS IN PLAN-A-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W034A Ref 2000: G4144_2
PENSION TYPE A - FORMULA
How many years altogether were you included in this plan?
IWER: INCLUDE YEARS WITH OTHER EMPLOYERS IF SAME PLAN
ROUND THE VALUE TO THE NEAREST YEAR
0-50 YEARS
..................................................................................
2 6-7. Actual Value
98. DK (Don't Know)
99. RF (Refused)
18165 Blank. INAP (Inapplicable)
Ask:
IF (piJ022_ <> ALLOTHS)
AND ((((((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
AND (PWSELFNOWELSE.J023_MoStopWrkSelf <> STILLWORKING)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) OR (((piJ021_EmpSelfOth
<> SOMEONEELSE) OR (PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) AND
(((PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> STILLWORKSELF2NDJOB)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)))) OR
(PWELSENOWELSE.J058_SameJobTitle = RETIREDANDWORKINGFORSAME))
AND (((J083_ <> YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL))
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J087_TypePenPlanLoop <> EMPTY)
AND ((i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY))
HL116_2 AGE EXPECT TO REC BENEFITS-A-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W035A Ref 2000: G4145_2
PENSION TYPE A - FORMULA
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
40-94 AGE
96 ALREADY RECEIVING ALL BENEFITS
..................................................................................
2 62. Actual Value
96. ALREADY RECEIVING BENEFITS
98. DK (Don't Know)
99. RF (Refused)
18165 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HL117_2 FORM OF EXPECTED BENEFITS-A-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W036A Ref 2000: G4146_2
PENSION TYPE A - FORMULA
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
..................................................................................
1 1. PERCENT OF PAY
2. AMOUNT PER MONTH/YEAR
1 3. LUMP SUM
8. DK (Don't Know)
9. RF (Refused)
18165 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND (piSecAStartInterviewA009_SelfPrxy = SLF)
AND (W035A <> NONRESPONSE)
AND (W035A <> 96)
AND (W036A = PERCENTOFPAY)
HL118_2 EXPECTED BENEFIT-PCT FINAL PAY-A-2
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W037A Ref 2000: G4147_2
PENSION TYPE A - FORMULA
IWER: ENTER THE PERCENT OF FINAL PAY
1-100 PERCENT
PERCENT:
..................................................................................
1 998. DK (Don't Know)
999. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HL119_2 AMOUNT OF EXPECTED BENEFITS-A-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W038A Ref 2000: G4148_2
PENSION TYPE A - FORMULA
IWER: PROBE IF NECESSARY: How much do you expect to receive?
DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
HL123_2 EXPECTED BENEFITS PER-A-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W039A Ref 2000: G4149_2
PENSION TYPE A - FORMULA
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
HL120_2 AMOUNT OF EXPECTED BENEFITS - MIN-A-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J133_
J133_-J135_ Unfolding Sequence
Question text: Do you expect a total of less than $______per year, more than
$______per year, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 500, 1000, 2000, 3000
..................................................................................
18167 Blank. INAP (Inapplicable)
HL121_2 AMOUNT OF EXPECTED BENEFITS - MAX-A-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J134_
..................................................................................
18167 Blank. INAP (Inapplicable)
HL122_2 AMOUNT OF EXPECTED BENEFITS -RESULT-A-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J135_
..................................................................................
97. Data Not Available
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K034A <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY))
HL124_2 EXPECTED BENEFITS-LUMP SUM-A-2
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W041A Ref 2000: G4151_2
PENSION TYPE A - FORMULA
IWER: ENTER LUMP SUM AMOUNT
AMOUNT:
..................................................................................
1 75000. Actual Value
99998. DK (Don't Know)
99999. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND ((piWhichSection < 4) AND (W001A <> REFUSAL))
HL125_2 EARLIEST AGE LEAVE/REC PENSION-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK.W042EarlyAgeRecPen Ref 2000: G4163_2
What is the earliest age at which you could have left that job and begun to
receive pension benefits from this plan?
1-80 AGE
95 NO AGE REQUIREMENT
..................................................................................
95. NO AGE REQUIREMENT
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Assign:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (NOT (piSecKEMPHISTORYK022_YrStrtWrkPay = RESPONSE)
OR piSecKEMPHISTORYK022_YrStrtWrkPay = RESPONSE)
AND (NOT (piSecKEMPHISTORYK023_YrsAgoStrtWrkPay = RESPONSE)
OR piSecKEMPHISTORYK023_YrsAgoStrtWrkPay = RESPONSE)
AND ((piSecKEMPHISTORYK024_AgeStrtWrkPay = RESPONSE) AND
(piSecAContinuInterviewA019_Rage > 0)
OR NOT ((piSecKEMPHISTORYK024_AgeStrtWrkPay = RESPONSE) AND
(piSecAContinuInterviewA019_Rage > 0)))
AND (NOT (piSecKEMPHISTORYK004_YrLastWrkPay = RESPONSE)
OR piSecKEMPHISTORYK004_YrLastWrkPay = RESPONSE)
AND (NOT (piSecKEMPHISTORYK005_YrsAgoWrkPay = RESPONSE)
OR piSecKEMPHISTORYK005_YrsAgoWrkPay = RESPONSE)
AND (NOT (piSecJCURRENTJOBCURRJOBSELFANDELSEJ249_YrBeginCurrEmp = RESPONSE)
OR piSecJCURRENTJOBCURRJOBSELFANDELSEJ249_YrBeginCurrEmp = RESPONSE)
HL126 YEAR START LAST JOB
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_JOBHISTORY.L064_YrStartLastJob Ref 2000: G4257
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
197 1938 2003 1988.40 14.27 17970
-----------------------------------------------------------------
Assign:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((MOSTRECENTJOB.L012_YrMostRecJob = RESPONSE) AND
(MOSTRECENTJOB.L019_LftRecJobCalcYr = RESPONSE)) AND ((L064_YrStartLastJob -
MOSTRECENTJOB.L019_LftRecJobCalcYr) <= 0)
OR NOT (((MOSTRECENTJOB.L012_YrMostRecJob = RESPONSE) AND
(MOSTRECENTJOB.L019_LftRecJobCalcYr = RESPONSE)) AND ((L064_YrStartLastJob -
MOSTRECENTJOB.L019_LftRecJobCalcYr) <= 0)))
HL127 YEAR MOST RECENT 5YR JOB
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_JOBHISTORY.L065_YrMostRec5yrJob Ref 2000: G4258
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
197 1938 2003 1986.82 14.84 17970
-----------------------------------------------------------------
Assign:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((((EMPLOYERLOOP[1].L034A = RESPONSE) AND (EMPLOYERLOOP[1].L035A =
RESPONSE)) AND ((EMPLOYERLOOP[1].L034A < L066_Yr2ndJob) OR L066_Yr2ndJob =
EMPTY)) AND (EMPLOYERLOOP[1].L034A > L067_Yr1stJob)
OR ((EMPLOYERLOOP[2].L034A = RESPONSE) AND (EMPLOYERLOOP[2].L035A =
RESPONSE)) AND (EMPLOYERLOOP[2].L034A > L067_Yr1stJob)
OR ((L065_YrMostRec5yrJob = RESPONSE) AND ((L065_YrMostRec5yrJob <
L066_Yr2ndJob) OR L066_Yr2ndJob = EMPTY)) AND (L065_YrMostRec5yrJob >
L067_Yr1stJob))
HL128 YEAR SECOND JOB
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_JOBHISTORY.L066_Yr2ndJob Ref 2000: G4259
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
14 1970 2002 1989.64 11.54 18153
-----------------------------------------------------------------
Assign:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((EMPLOYERLOOP[1].L034A = RESPONSE) AND (EMPLOYERLOOP[1].L035A =
RESPONSE)) AND ((EMPLOYERLOOP[1].L034A < L067_Yr1stJob) OR L067_Yr1stJob =
EMPTY)
OR (EMPLOYERLOOP[2].L034A = RESPONSE) AND (EMPLOYERLOOP[2].L035A = RESPONSE)
OR (L065_YrMostRec5yrJob = RESPONSE) AND ((L065_YrMostRec5yrJob <
L067_Yr1stJob) OR L067_Yr1stJob = EMPTY))
HL129 YR OF FIRST JOB
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_JOBHISTORY.L067_Yr1stJob Ref 2000: G4263
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
197 1938 2003 1985.66 15.13 17970
-----------------------------------------------------------------
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
HL130 # WEEKS PAID VACATION
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_JOBHISTORY.L039_
Counting paid vacations as weeks of work, how many weeks did you work in the
last 12 months?
IWER: COUNT PAID SICK TIME AS WORK TIME
# OF WEEKS:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
173 0 52 30.25 23.72 17987
-----------------------------------------------------------------
6 98. DK (Don't Know)
1 99. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
HL131 OFFERED EARLY OUT WINDOWS
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_JOBHISTORY.L040_OffrdEOW Ref 2000: G4220
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
ever been offered such an early retirement window on any job?
..................................................................................
9 1. YES
149 5. NO
1 8. DK (Don't Know)
9. RF (Refused)
18008 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
HL132 # OF EARLY OUT WINDOWS OFFERED
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_JOBHISTORY.L041_NumEOWs Ref 2000: G4221
How many times has this happened?
..................................................................................
9 1-3. Actual Value
8. DK (Don't Know)
9. RF (Refused)
18158 Blank. INAP (Inapplicable)
Assign:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (L041_NumEOWs = 1
OR NOT (L041_NumEOWs = 1))
AND (L041_NumEOWs > 1)
HL133 EARLY OUT WINDOW COUNTER
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_JOBHISTORY.L042AEOWCntr Ref 2000: G4222_1
..................................................................................
6 1. FIRST EARLY-OUT WINDOW
3 2. SECOND EARLY-OUT WINDOW
18158 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
HL134_1 YR EARLY OUT WINDOW OFFERED- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L043A Ref 2000: G4223_1
When was the (first/last) special incentive offered?
YEAR:
..................................................................................
8 1991-2001. Actual Value
9998. DK (Don't Know)
1 9999. RF (Refused)
18158 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
HL135_1A TYPE EARLY OUT WINDOW- 1- 1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L045B Ref 2000: G4225001
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
HL135_1B TYPE EARLY OUT WINDOW- 1- 2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L045B Ref 2000: G4225001
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
HL135_1C TYPE EARLY OUT WINDOW- 1- 3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L045B Ref 2000: G4225001
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (CASHBONUS IN L045B)
HL136_1 EARLY OUT WINDOW- AMOUNT CASH BONUS- 1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L047A Ref 2000: G4226_1
How much did the cash bonus offer amount to?
IWER: USE ZERO FOR NONE
AMOUNT:
..................................................................................
4 18000-150000. Actual Value
2 999998. DK (Don't Know)
2 999999. RF (Refused)
18159 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (IMPROVEDPENSIONBENEFITS IN L045B)
HL137_1 AMOUNT EXTRA PENSION BENEFITS- 1
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L048A Ref 2000: G4227_1
How much did the extra pension benefits offer amount to?
AMOUNT:
..................................................................................
1 99999998. DK (Don't Know)
99999999. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (IMPROVEDPENSIONBENEFITS IN L045B)
AND ((L048A <> 0) AND L048A <> NONRESPONSE)
HL138_1 AMOUNT EXTRA PENSION BENEFITS-PER- 1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L049A Ref 2000: G4228_1
(How much did the extra pension benefits offer amount to?)
IWER: PROBE IF NECESSARY: Was that per week, month, or year?
PER:
..................................................................................
2. WEEK
4. MONTH
6. YEAR
95. LUMP SUM
97. OTHER (SPECIFY)
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPMEDICALINS IN L045B)
HL139_1 TEMP MEDICAL INSURANCE- UNTIL AGE- 1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L051A Ref 2000: G4230_1
Until what age was the temporary medical insurance offered?
35-80 AGE
95 NUMBER OF YEARS GIVEN
96 ANSWERED YEAR
..................................................................................
95. NUMBER OF YEARS GIVEN
96. ANSWERED YEAR
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPMEDICALINS IN L045B)
AND (L051A IN [95 .. 96])
AND (L051A <> 96)
HL140_1 TEMP MEDICAL INSURANCE-# YRS- 1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L052A Ref 2000: G4231_1
IWER: PROBE IF NECESSARY: For how many years was the temporary medical
insurance offered?
1-25 YEARS
..................................................................................
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPMEDICALINS IN L045B)
AND (L051A IN [95 .. 96])
AND (L052A <> RESPONSE)
HL141_1 TEMP MEDICAL INSURANCE- UNTIL YR- 1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L053A Ref 2000: G4232_1
IWER: PROBE IF NECESSARY: Until which year did you receive the temporary
medical insurance?
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPORARYCASHBENEFIT IN L045B)
HL142_1 AMOUNT TEMP CASH BENEFIT- 1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L054A Ref 2000: G4233_1
How much did the temporary cash benefits amount to?
IWER: USE ZERO FOR NONE
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPORARYCASHBENEFIT IN L045B)
AND (L054A <> NONRESPONSE)
HL143_1 AMOUNT TEMP CASH BENEFIT- PER- 1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L055A Ref 2000: G4234_1
(How much did the temporary cash benefits amount to?)
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
2. WEEK
4. MONTH
6. YEAR
95. LUMP SUM
97. OTHER (SPECIFY)
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPORARYCASHBENEFIT IN L045B)
HL144_1 RECD TEMP CASH UNTIL-AGE- 1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L056A Ref 2000: G4236_1
Until what age was the temporary cash benefit offered?
35-80 AGE
95 NUMBER OF YEARS GIVEN
96 ANSWERED YEAR
..................................................................................
95. NUMBER OF YEARS GIVEN
96. ANSWERED YEAR
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPORARYCASHBENEFIT IN L045B)
AND (L056A IN [95, 96])
AND (L056A <> 96)
HL145_1 RECD TEMP CASH UNTIL-# YRS- 1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L057A Ref 2000: G4237_1
IWER: PROBE IF NECESSARY: For how many years was the temporary cash benefit
offered?
0-25 YEARS
..................................................................................
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPORARYCASHBENEFIT IN L045B)
AND (L056A IN [95, 96])
AND (NOT (L056A <> 96))
AND (L056A = 96)
HL146_1 RECD TEMP CASH UNTIL-YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L058A Ref 2000: G4238_1
IWER: PROBE IF NECESSARY: Until which year was the temporary cash benefit
offered?
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (ADDIEARSOFSERVICECREDITED IN L045B)
HL147_1 # YRS SERVICE CREDIT- 1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L059A Ref 2000: G4239_1
How many years of service credit were you offered?
1-20 YEARS
..................................................................................
1 3. Years
8. DK (Don't Know)
9. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (OTHSPECIFY IN L045B)
HL148_1 AMOUNT OF OTHER INCENTIVE OFFERS- 1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L060A Ref 2000: G4240_1
How much did other incentive offer(s) amount to?
IWER: USE ZERO FOR NONE
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
HL149_1 ACCEPT INCENTIVES AND LEAVE- 1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L061A Ref 2000: G4241_1
Did you accept the incentive and leave that employer?
..................................................................................
4 1. YES
5 5. NO
8. DK (Don't Know)
9. RF (Refused)
18158 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND ((L061A <> NO) AND L061A <> NONRESPONSE)
HL150_1 IMPORTANCE OF INCENTIVE IN LEAVING- 1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L062A Ref 2000: G4242_1
Was the special incentive important in your decision, or would you probably
have left at about that time anyway?
..................................................................................
1 1. IMPORTANT IN MY DECISION
3 5. I WOULD HAVE LEFT ANYWAY
8. DK (Don't Know)
9. RF (Refused)
18163 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (NOT ((L061A <> NO) AND L061A <> NONRESPONSE))
HL151_1 LEAVE IF INCENTIVE TWICE AMOUNT- 1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L063A Ref 2000: G4243_1
If you had been offered twice as much (to leave) at that time, would you have
done so?
..................................................................................
1 1. YES
4 5. NO
8. DK (Don't Know)
9. RF (Refused)
18162 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
HL134_2 YR EARLY OUT WINDOW OFFERED- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L043A Ref 2000: G4223_1
When was the (first/last) special incentive offered?
YEAR:
..................................................................................
3 1990-2002. Actual Value
9998. DK (Don't Know)
9999. RF (Refused)
18164 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
HL135_2A TYPE EARLY OUT WINDOW- 2- 1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L045B Ref 2000: G4225001
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
HL135_2B TYPE EARLY OUT WINDOW- 2- 2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L045B Ref 2000: G4225001
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (CASHBONUS IN L045B)
HL136_2 EARLY OUT WINDOW- AMOUNT CASH BONUS- 2
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L047A Ref 2000: G4226_1
How much did the cash bonus offer amount to?
IWER: USE ZERO FOR NONE
AMOUNT:
..................................................................................
1 25000. Actual Value
1 99998. DK (Don't Know)
99999. RF (Refused)
18165 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (IMPROVEDPENSIONBENEFITS IN L045B)
HL137_2 AMOUNT EXTRA PENSION BENEFITS- 2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L048A Ref 2000: G4227_1
How much did the extra pension benefits offer amount to?
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (IMPROVEDPENSIONBENEFITS IN L045B)
AND ((L048A <> 0) AND L048A <> NONRESPONSE)
HL138_2 AMOUNT EXTRA PENSION BENEFITS-PER- 2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L049A Ref 2000: G4228_1
(How much did the extra pension benefits offer amount to?)
IWER: PROBE IF NECESSARY: Was that per week, month, or year?
PER:
..................................................................................
2. WEEK
4. MONTH
6. YEAR
95. LUMP SUM
97. OTHER (SPECIFY)
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPMEDICALINS IN L045B)
HL139_2 TEMP MEDICAL INSURANCE- UNTIL AGE- 2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L051A Ref 2000: G4230_1
Until what age was the temporary medical insurance offered?
35-80 AGE
95 NUMBER OF YEARS GIVEN
96 ANSWERED YEAR
..................................................................................
95. NUMBER OF YEARS GIVEN
96. ANSWERED YEAR
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPMEDICALINS IN L045B)
AND (L051A IN [95 .. 96])
AND (L051A <> 96)
HL140_2 TEMP MEDICAL INSURANCE-# YRS- 2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L052A Ref 2000: G4231_1
IWER: PROBE IF NECESSARY: For how many years was the temporary medical
insurance offered?
1-25 YEARS
..................................................................................
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPMEDICALINS IN L045B)
AND (L051A IN [95 .. 96])
AND (L052A <> RESPONSE)
HL141_2 TEMP MEDICAL INSURANCE- UNTIL YR- 2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L053A Ref 2000: G4232_1
IWER: PROBE IF NECESSARY: Until which year did you receive the temporary
medical insurance?
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPORARYCASHBENEFIT IN L045B)
HL142_2 AMOUNT TEMP CASH BENEFIT- 2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L054A Ref 2000: G4233_1
How much did the temporary cash benefits amount to?
IWER: USE ZERO FOR NONE
AMOUNT:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPORARYCASHBENEFIT IN L045B)
AND (L054A <> NONRESPONSE)
HL143_2 AMOUNT TEMP CASH BENEFIT- PER- 2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L055A Ref 2000: G4234_1
(How much did the temporary cash benefits amount to?)
IWER: PROBE IF NECESSARY: Was that per month or year?
PER:
..................................................................................
2. WEEK
4. MONTH
6. YEAR
95. LUMP SUM
97. OTHER (SPECIFY)
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPORARYCASHBENEFIT IN L045B)
HL144_2 RECD TEMP CASH UNTIL-AGE- 2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L056A Ref 2000: G4236_1
Until what age was the temporary cash benefit offered?
35-80 AGE
95 NUMBER OF YEARS GIVEN
96 ANSWERED YEAR
..................................................................................
95. NUMBER OF YEARS GIVEN
96. ANSWERED YEAR
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPORARYCASHBENEFIT IN L045B)
AND (L056A IN [95, 96])
AND (L056A <> 96)
HL145_2 RECD TEMP CASH UNTIL-# YRS- 2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L057A Ref 2000: G4237_1
IWER: PROBE IF NECESSARY: For how many years was the temporary cash benefit
offered?
0-25 YEARS
..................................................................................
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPORARYCASHBENEFIT IN L045B)
AND (L056A IN [95, 96])
AND (NOT (L056A <> 96))
AND (L056A = 96)
HL146_2 RECD TEMP CASH UNTIL-YR- 2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L058A Ref 2000: G4238_1
IWER: PROBE IF NECESSARY: Until which year was the temporary cash benefit
offered?
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (ADDIEARSOFSERVICECREDITED IN L045B)
HL147_2 # YRS SERVICE CREDIT- 2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L059A Ref 2000: G4239_1
How many years of service credit were you offered?
1-20 YEARS
..................................................................................
98. DK (Don't Know)
99. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (OTHSPECIFY IN L045B)
HL148_2 AMOUNT OF OTHER INCENTIVE OFFERS- 2
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L060A Ref 2000: G4240_1
How much did other incentive offer(s) amount to?
IWER: USE ZERO FOR NONE
AMOUNT:
..................................................................................
99999998. DK (Don't Know)
1 99999999. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
HL149_2 ACCEPT INCENTIVES AND LEAVE- 2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L061A Ref 2000: G4241_1
Did you accept the incentive and leave that employer?
..................................................................................
1 1. YES
2 5. NO
8. DK (Don't Know)
9. RF (Refused)
18164 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND ((L061A <> NO) AND L061A <> NONRESPONSE)
HL150_2 IMPORTANCE OF INCENTIVE IN LEAVING- 2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L062A Ref 2000: G4242_1
Was the special incentive important in your decision, or would you probably
have left at about that time anyway?
..................................................................................
1. IMPORTANT IN MY DECISION
1 5. I WOULD HAVE LEFT ANYWAY
8. DK (Don't Know)
9. RF (Refused)
18166 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((L005_ = NO) OR L005_ = NONRESPONSE) OR (((L005_ <> NO) AND L005_ <>
NONRESPONSE) AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <>
CODA))))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (NOT ((L061A <> NO) AND L061A <> NONRESPONSE))
HL151_2 LEAVE IF INCENTIVE TWICE AMOUNT- 2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYRETWINDOW.L063A Ref 2000: G4243_1
If you had been offered twice as much (to leave) at that time, would you have
done so?
..................................................................................
2 1. YES
5. NO
8. DK (Don't Know)
9. RF (Refused)
18165 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
HL152 1ST WRK SIX MO OR GREATER- YR
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_EARLYJOB.L068_ Ref 2000: G4264
We need a little information about jobs you might have held years ago. In what
year did you first work for six months or more?
IWER: USE 9995 FOR NEVER
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
179 1936 2000 1962.62 12.95 17961
-----------------------------------------------------------------
6 9995. NEVER
18 9998. DK (Don't Know)
3 9999. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND (L068_ < piL094EarliestJob)
AND (L072_ = EMPTY)
AND (L071_ = EMPTY)
HL153 BEGIN YR WORK SIX MOS OR GREATER
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_EARLYJOB.L069_ Ref 2000: G4266
Based on questions we've asked you so far, we have a good idea of your
employment history since [YEAR STARTED EARLIEST JOB]. The next question refers
to the period between [YEAR STARTED FIRST JOB] and [YEAR STARTED EARLIEST
JOB]. During how many of these years did you work six months or more?
IWER: IF R GIVES A RANGE OF YEARS OTHER THAN THE ABOVE RANGE, ENTER START YEAR
ON THIS SCREEN
PRESS [ENTER] FOR OTHER CHOICES
START YEAR:
..................................................................................
3 1946-1967. Actual Value
9998. DK (Don't Know)
9999. RF (Refused)
18164 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND (L068_ < piL094EarliestJob)
AND (L072_ = EMPTY)
AND (L071_ = EMPTY)
AND (L069_ = RESPONSE)
HL154 END YR WORK SIX MOS OR GREATER
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_EARLYJOB.L070_ Ref 2000: G4267
(Based on questions we've asked you so far, we have a good idea of your
employment history since [YEAR STARTED EARLIEST JOB]. The next question refers
to the period between [YEAR STARTED FIRST JOB] and [YEAR STARTED EARLIEST
JOB]. During how many of these years did you work six months or more?)
IWER: IF R GIVES A RANGE OF YEARS OTHER THAN THE ABOVE RANGE, ENTER END YEAR
ON THIS SCREEN
END YEAR:
..................................................................................
3 1946-1968. Actual Value
9998. DK (Don't Know)
9999. RF (Refused)
18164 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND (L068_ < piL094EarliestJob)
AND (L072_ = EMPTY)
HL155 # YRS WORK SIX MOS OR GREATER
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_EARLYJOB.L071_ Ref 2000: G4268
(Based on questions we've asked you so far, we have a good idea of your
employment history since [YEAR STARTED EARLIEST JOB]. The next question refers
to the period between [YEAR STARTED FIRST JOB] and [YEAR STARTED EARLIEST
JOB]. During how many of these years did you work six months or more?)
IWER: IF R GIVES NUMBER OF YEARS, ENTER THE NUMBER ON THIS SCREEN
PRESS [ENTER] FOR OTHER CHOICES
NUMBER OF YEARS:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
43 0 45 12.79 11.94 18124
-----------------------------------------------------------------
98. DK (Don't Know)
99. RF (Refused)
HL177 EARLIEST JOB
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL.L094EarliestJob
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
18163 1929 2003 1999.24 8.31 1
-----------------------------------------------------------------
2 9998. DK (Don't Know)
1 9999. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND (L068_ < piL094EarliestJob)
HL156 ALL YRS WORK SIX MOS OR GREATER
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYJOB.L072_ Ref 2000: G4269
(Based on questions we've asked you so far, we have a good idea of your
employment history since [YEAR STARTED EARLIEST JOB]. The next question refers
to the period between [YEAR STARTED FIRST JOB] and [YEAR STARTED EARLIEST
JOB]. During how many of these years did you work six months or more?)
IWER: PRESS [ENTER] FOR OTHER CHOICES
..................................................................................
110 2. ALL YEARS BETWEEN FIRST JOB AND EARLIEST JOB REPORTED IN J, K,
OR L
8. DK (Don't Know)
9. RF (Refused)
18057 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND (L068_ < piL094EarliestJob)
AND ((((L069_ = RESPONSE) AND (L070_ = RESPONSE)) OR (L071_ = RESPONSE)) OR
(L072_ = RESPONSE))
AND (L076_ = EMPTY)
AND (L075_ = EMPTY)
HL157 BEGIN YR WORKED FULL TIME
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYJOB.L073_ Ref 2000: G4271
And during how many of these years did you work full time?
IWER: IF R GIVES A RANGE OF YEARS, ENTER START YEAR ON THIS SCREEN
PRESS [ENTER] FOR OTHER CHOICES
START YEAR:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND (L068_ < piL094EarliestJob)
AND ((((L069_ = RESPONSE) AND (L070_ = RESPONSE)) OR (L071_ = RESPONSE)) OR
(L072_ = RESPONSE))
AND (L076_ = EMPTY)
AND (L075_ = EMPTY)
AND (L073_ = RESPONSE)
HL158 END YR WORKED FULL TIME
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYJOB.L074_ Ref 2000: G4272
(And during how many of these years did you work full time?)
IWER: IF R GIVES A RANGE OF YEARS OTHER THAN THE ABOVE RANGE, ENTER END YEAR
ON THIS SCREEN
END YEAR:
..................................................................................
8. DK (Don't Know)
9. RF (Refused)
18167 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND (L068_ < piL094EarliestJob)
AND ((((L069_ = RESPONSE) AND (L070_ = RESPONSE)) OR (L071_ = RESPONSE)) OR
(L072_ = RESPONSE))
AND (L076_ = EMPTY)
HL159 # YRS WORKED FULL TIME
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BL_EARLYJOB.L075_ Ref 2000: G4273
(And during how many of these years did you work full time?)
IWER: IF R GIVES NUMBER OF YEARS, ENTER THE NUMBER ON THIS SCREEN
PRESS [ENTER] FOR OTHER CHOICES
NUMBER OF YEARS:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
19 0 30 7.53 9.38 18147
-----------------------------------------------------------------
1 98. DK (Don't Know)
99. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND (L068_ < piL094EarliestJob)
AND ((((L069_ = RESPONSE) AND (L070_ = RESPONSE)) OR (L071_ = RESPONSE)) OR
(L072_ = RESPONSE))
HL160 ALL YRS WORKED FULL TIME
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYJOB.L076_ Ref 2000: G4274
(And during how many of these years did you work full time?)
IWER: PRESS [ENTER] FOR OTHER CHOICES
..................................................................................
92 1. ALL OF THESE YEARS
34 2. ALL YEARS BETWEEN FIRST JOB AND EARLIEST JOB IN SECTION J, K,
OR L
9 8. DK (Don't Know)
9. RF (Refused)
18032 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
HL161 EMP BY ST/COUNTY/LOCAL GOVT
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYJOB.L077_ Ref 2000: G4277
(Remind me again...) Have you ever been employed by a unit of a state, county,
or local government?
..................................................................................
38 1. YES
141 5. NO
8. DK (Don't Know)
9. RF (Refused)
17988 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND ((L077_ <> NO) AND L077_ <> NONRESPONSE)
HL162 EMPLOYED BY ST/LO GOVERNMENT- START YR-1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_EARLYJOB.L078_ Ref 2000: G4278
During what years were you employed by state or local governments?
FIRST EMPLOYMENT PERIOD
FROM START YEAR:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
36 1940 1999 1972.06 14.41 18129
-----------------------------------------------------------------
2 9998. DK (Don't Know)
9999. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND ((L077_ <> NO) AND L077_ <> NONRESPONSE)
HL163 EMPLOYED BY ST/LO GOVERNMENT- END YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_EARLYJOB.L079_ Ref 2000: G4279
(During what years were you employed by state or local governments?)
FIRST EMPLOYMENT PERIOD
TO END YEAR:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
37 1945 2002 1982.46 16.44 18129
-----------------------------------------------------------------
1 9998. DK (Don't Know)
9999. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND ((L077_ <> NO) AND L077_ <> NONRESPONSE)
HL164 EMPLOYED BY ST/LO GOVERNMENT- START YR-2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_EARLYJOB.L080_ Ref 2000: G4280
(During what years were you employed by state or local governments?)
SECOND EMPLOYMENT PERIOD
IWER: PRESS [ENTER] FOR NONE
FROM START YEAR:
..................................................................................
9 1951-1997. Actual Value
4 9998. DK (Don't Know)
9999. RF (Refused)
18154 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND ((L077_ <> NO) AND L077_ <> NONRESPONSE)
AND (L080_ = RESPONSE)
HL165 EMPLOYED BY ST/LOC GOVERNMENT- END YR- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_EARLYJOB.L081_ Ref 2000: G4281
(During what years were you employed by state or local governments?)
SECOND EMPLOYMENT PERIOD
TO END YEAR:
..................................................................................
9 1951-2001. Actual Value
9998. DK (Don't Know)
9999. RF (Refused)
18158 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
HL166 EMPLOYED BY FEDERAL GOVERNMENT
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYJOB.L082_ Ref 2000: G4282
Aside from military service, (remind me again,) have you ever been employed by
the federal government?
..................................................................................
23 1. YES
155 5. NO
1 8. DK (Don't Know)
9. RF (Refused)
17988 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND ((L082_ <> NO) AND L082_ <> NONRESPONSE)
HL167 EMPLOYED BY FED GOVERNMENT- START YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_EARLYJOB.L083_ Ref 2000: G4283
During what years were you employed by the federal government?
FIRST EMPLOYMENT PERIOD
FROM START YEAR:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
23 1941 1998 1966.57 16.48 18144
-----------------------------------------------------------------
9998. DK (Don't Know)
9999. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND ((L082_ <> NO) AND L082_ <> NONRESPONSE)
HL168 EMPLOYED BY FED GOVERNMENT- END YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_EARLYJOB.L084_ Ref 2000: G4284
(During what years were you employed by the federal government?)
FIRST EMPLOYMENT PERIOD
TO END YEAR:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
23 1945 2002 1975.39 16.96 18144
-----------------------------------------------------------------
9998. DK (Don't Know)
9999. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND ((L082_ <> NO) AND L082_ <> NONRESPONSE)
HL169 EMPLOYED BY FED GOVERNMENT- START YR- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_EARLYJOB.L085_ Ref 2000: G4285
(During what years were you employed by the federal government?)
SECOND EMPLOYMENT PERIOD
IWER: PRESS [ENTER] FOR NONE
FROM START YEAR:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
10 1950 1998 1973.40 15.27 18152
-----------------------------------------------------------------
4 9998. DK (Don't Know)
1 9999. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND ((L082_ <> NO) AND L082_ <> NONRESPONSE)
AND (L085_ = RESPONSE)
HL170 EMPLOYED BY FED GOVERNMENT- END YR- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_EARLYJOB.L086_ Ref 2000: G4286
(During what years were you employed by the federal government?)
SECOND EMPLOYMENT PERIOD
TO END YEAR:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
10 1951 2001 1985.80 15.45 18157
-----------------------------------------------------------------
9998. DK (Don't Know)
9999. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
HL171 JOB WHERE DID NOT PAY SOC SEC TAX
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYJOB.L087_ Ref 2000: G4287
Some state and local government and certain other workers have not always been
covered by Social Security.
(Including the state, local, and federal jobs you just told me about and other
jobs, did/Did) you ever work in a job where you did not pay social security
taxes?
..................................................................................
40 1. YES
134 5. NO
4 8. DK (Don't Know)
1 9. RF (Refused)
17988 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND ((L087_ <> NO) AND L087_ <> NONRESPONSE)
HL172 JOB NO SOC SEC- START YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_EARLYJOB.L088_ Ref 2000: G4288
During what years were you first employed in a job where social security taxes
were not paid?
FIRST EMPLOYMENT PERIOD
FROM START YEAR:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
34 1946 2002 1971.74 16.52 18127
-----------------------------------------------------------------
5 9998. DK (Don't Know)
1 9999. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND ((L087_ <> NO) AND L087_ <> NONRESPONSE)
HL173 JOB NO SOC SEC- END YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_EARLYJOB.L089_ Ref 2000: G4289
(During what years were you first employed in a job where social security
taxes were not paid?)
FIRST EMPLOYMENT PERIOD
TO END YEAR:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
35 1952 2002 1983.37 17.32 18127
-----------------------------------------------------------------
4 9998. DK (Don't Know)
1 9999. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND ((L087_ <> NO) AND L087_ <> NONRESPONSE)
HL174 JOB NO SOC SEC- START YR- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_EARLYJOB.L090_ Ref 2000: G4290
(During what years were you first employed in a job where social security
taxes were not paid?)
SECOND EMPLOYMENT PERIOD
IWER: PRESS [ENTER] FOR NONE
FROM START YEAR:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
13 1947 1998 1973.54 15.36 18145
-----------------------------------------------------------------
7 9998. DK (Don't Know)
2 9999. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND ((L087_ <> NO) AND L087_ <> NONRESPONSE)
AND (L090_ = RESPONSE)
HL175 JOB NO SOC SEC- END YR- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BL_EARLYJOB.L091_ Ref 2000: G4291
(During what years were you first employed in a job where social security
taxes were not paid?)
SECOND EMPLOYMENT PERIOD
TO END YEAR:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
12 1954 2002 1988.83 15.06 18154
-----------------------------------------------------------------
1 9998. DK (Don't Know)
9999. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (piSecAStartInterviewA009_SelfPrxy = SLF)
HL176 ASSIST SECTION L- JOB HISTORY
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BL_EARLYJOB.L092_ Ref 2000: G4302
IWER: HOW OFTEN DID R RECEIVE ASSISTANCE WITH ANSWERS IN SECTION L - JOB
HISTORY?
..................................................................................
173 1. NEVER
1 2. A FEW TIMES
3. MOST OR ALL OF THE TIME
4. THE SECTION WAS DONE BY A PROXY REPORTER
17993 Blank. INAP (Inapplicable)
HQNR BLAISE IDENTIFICATION NUMBER
Section: L Level: Respondent Type: Character Width: 11 Decimals: 0
..................................................................................
18167 00000300010-21347900020. Blaise Identification Number
HVERSION 2002 DATA RELEASE VERSION
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
..................................................................................
18167 2. Second Data Release
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