HHID HOUSEHOLD IDENTIFICATION NUMBER
Section: J Level: Respondent Type: Character Width: 6 Decimals: 0
..................................................................................
1501 000002-213399. Household Identifier
PN RESPONDENT PERSON IDENTIFICATION NUMBER
Section: J Level: Respondent Type: Character Width: 3 Decimals: 0
..................................................................................
1047 010. Person Identifier
14 011. Person Identifier
341 020. Person Identifier
2 021. Person Identifier
50 030. Person Identifier
47 040. Person Identifier
SSUBHH 2002 SUB-HOUSEHOLD IDENTIFICATION NUMBER
Section: J Level: Respondent Type: Character Width: 1 Decimals: 0
..................................................................................
1429 3. 1st deceased respondent from a household
72 4. 2nd deceased respondent from a household
GSUBHH 2000 SUB-HOUSEHOLD IDENTIFICATION NUMBER
Section: J Level: Respondent Type: Character Width: 1 Decimals: 0
..................................................................................
1450 0. Original sample household - no split from divorce or separation
of spouses or partners
16 1. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
15 2. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
17 3. 1st deceased respondent from a household
1 4. 2nd deceased respondent from a household
2 7. Reunited household - respondents from split household reunite
SPN_SP 2002 SPOUSE PERSON IDENTIFICATION NUMBER
Section: J Level: Respondent Type: Character Width: 3 Decimals: 0
..................................................................................
254 010. Person Identifier
27 011. Person Identifier
1 012. Person Identifier
312 020. Person Identifier
2 021. Person Identifier
22 030. Person Identifier
2 031. Person Identifier
38 040. Person Identifier
1 041. Person Identifier
2 810. Person Identifier
1 811. Person Identifier
839 Blank. R not coupled
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; ((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
OR ((piRvarsZ136_SelfElseEmp_V = SLF) AND ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN)));
SJ023 STOPPED WORKING FOR SLF-MO
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BJ_PWSELFNOWELSE.J023_MoStopWrkSelf
Now I have some questions about [RESPONDENT FIRST NAME]'s employment before
(she/he) died.
According to our records, in [Last Interview Month/Year] (she/he) was self-
employed. In what month and year did (she/he) stop working for
(herself/himself)?
INTERVIEWER: MONTHS ENTERED MUST BE BETWEEN (Last Interview Month/Year) AND
(Current Month Year) )
MONTH:
..................................................................................
4 1. JAN
2 2. FEB
1 3. MAR
3 4. APR
4 5. MAY
2 6. JUN
7. JUL
4 8. AUG
1 9. SEP
1 10. OCT
3 11. NOV
1 12. DEC
8 97. DENIES BEING SELF-EMPLOYED AT PREVIOUS IW
3 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1464 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; ((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
OR ((piRvarsZ136_SelfElseEmp_V = SLF) AND ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN))); (J023_MoStopWrkSelf = STILLWORKING) OR
(J023_MoStopWrkSelf = DENYSLF_EMPATPW); ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT)
AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <>
SECREPEATPOST); piJ022_ <> ALLOTHS; ((piRvarsZ136_SelfElseEmp_V = SLF) AND
(piJ021_EmpSelfOth <> SLFEMPD)) OR ((piRvarsZ136_SelfElseEmp_V = SLF) AND
((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN))); NOT
((J023_MoStopWrkSelf = STILLWORKING) OR (J023_MoStopWrkSelf =
DENYSLF_EMPATPW));
SJ024 STOPPED WORKING FOR SLF- YR
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BJ_PWSELFNOWELSE.J024_YrStopWrkSelf
Now I have some questions about [RESPONDENT FIRST NAME]'s employment before
(she/he) died.
According to our records, in [Last Interview Month/Year] (she/he) was self-
employed. In what month and year did (she/he) stop working for
(herself/himself)?
INTERVIEWER: MONTHS ENTERED MUST BE BETWEEN (Last Interview Month/Year) AND
(Current Month Year)
YEAR:
..................................................................................
27 1996-2002. Actual Value
1 9998. DK (Don't Know); NA (Not Ascertained)
9 9999. RF (Refused)
1464 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; ((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
OR ((piRvarsZ136_SelfElseEmp_V = SLF) AND ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN))); J023_MoStopWrkSelf <> DENYSLF_EMPATPW; NOT
(J023_MoStopWrkSelf = STILLWORKING);
SJ031 PAID REGULAR SALARY
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BJ_PWSELFNOWELSE.J031_
Was (she/he) paid a regular salary or wages?
..................................................................................
12 1. YES
16 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1472 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; ((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
OR ((piRvarsZ136_SelfElseEmp_V = SLF) AND ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN))); J023_MoStopWrkSelf <> DENYSLF_EMPATPW; NOT
(J023_MoStopWrkSelf = STILLWORKING); ((J031_ <> DONTKNOW) AND (J031_ <>
REFUSAL)) AND (J031_ <> NO);
SJ032 AMOUNT OF SALARY
Section: J Level: Respondent Type: Numeric Width: 7 Decimals: 0
CAI Reference: BJ_PWSELFNOWELSE.J032_
How much was (she/he) paid before taxes and other deductions?
INTERVIEWER: DO NOT PROBE DK/RF
IF R REPORTS A 'PER HOUR' AMOUNT, BE SURE TO RECORD CENTS IF APPLICABLE
AMOUNT:
..................................................................................
9 50-3000000. Actual Value
3 9999998. DK (Don't Know); NA (Not Ascertained)
9999999. RF (Refused)
1489 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; ((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
OR ((piRvarsZ136_SelfElseEmp_V = SLF) AND ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN))); J023_MoStopWrkSelf <> DENYSLF_EMPATPW; NOT
(J023_MoStopWrkSelf = STILLWORKING); ((J031_ <> DONTKNOW) AND (J031_ <>
REFUSAL)) AND (J031_ <> NO); NOT (((J032_ = DONTKNOW) OR (J032_ = REFUSAL)) AND
J033_ = EMPTY); (J032_ = RESPONSE) AND (J032_ <> 0);
SJ036 AMOUNT OF SALARY PER
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BJ_PWSELFNOWELSE.J036_
(How much was (she/he) paid before taxes and other deductions?)
INTERVIEWER: PROBE IF NECESSARY: Was that per hour, week, month, or year?
PER:
..................................................................................
1. HOUR
2 2. WEEK
1 3. EVERY TWO WEEKS/BI-WEEKLY
4. MONTH
5. TWICE A MONTH
5 6. YEAR
1 97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1492 Blank. INAP (Inapplicable)
SJ033 AMOUNT OF SALARY - MIN
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BJ_PWSELFNOWELSE.J033_
J033_-J035_ Unfolding Sequence
Did it amount to a total of less than $___, more than $___, or what, per
month?
BREAKPOINTS: 625, 1500, 3000, 6500
PROCEDURE(S): UnFM_2Up1Down
ENTRY POINT(S): 1500
..................................................................................
3 0. Value of Breakpoint
1498 Blank. INAP (Inapplicable)
SJ034 AMOUNT OF SALARY - MAX
Section: J Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: BJ_PWSELFNOWELSE.J034_
..................................................................................
2 624. Value of Breakpoint
1 65000. Value of Breakpoint
1498 Blank. INAP (Inapplicable)
SJ035 AMOUNT OF SALARY - RESULT
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BJ_PWSELFNOWELSE.J035_
..................................................................................
97. Data Not Available
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1500 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; ((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
OR ((piRvarsZ136_SelfElseEmp_V = SLF) AND ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN))); J023_MoStopWrkSelf <> DENYSLF_EMPATPW; NOT
(J023_MoStopWrkSelf = STILLWORKING);
SJ038 RECEIVE ANY PROFITS
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BJ_PWSELFNOWELSE.J038_
Did (she/he) receive some or all of the net earnings or profits?
..................................................................................
20 1. YES
7 5. NO
2 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1472 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; ((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
OR ((piRvarsZ136_SelfElseEmp_V = SLF) AND ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN))); J023_MoStopWrkSelf <> DENYSLF_EMPATPW; NOT
(J023_MoStopWrkSelf = STILLWORKING); ((J038_ <> DONTKNOW) AND (J038_ <>
REFUSAL)) AND (J038_ <> NO);
SJ039 AMOUNT OF NET PROFITS/EARNINGS
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: BJ_PWSELFNOWELSE.J039_
(In addition to (her/his) regular salary,) How much did (she/he) receive from
net earnings or profits?
INTERVIEWER: IF R HAS TROUBLE GIVING DOLLAR FIGURE, ASK: What did (she/he)
earn the last year (she/he) worked?
DO NOT PROBE DK/RF
IF R REPORTS A 'PER HOUR' AMOUNT, BE SURE TO RECORD CENTS IF APPLICABLE
AMOUNT:
..................................................................................
9 617-30000000. Actual Value
11 99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1481 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; ((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
OR ((piRvarsZ136_SelfElseEmp_V = SLF) AND ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN))); J023_MoStopWrkSelf <> DENYSLF_EMPATPW; NOT
(J023_MoStopWrkSelf = STILLWORKING); ((J038_ <> DONTKNOW) AND (J038_ <>
REFUSAL)) AND (J038_ <> NO); NOT (((J039_ = DONTKNOW) OR (J039_ = REFUSAL)) AND
J040_ = EMPTY); (J039_ = RESPONSE) AND (J039_ <> 0);
SJ043 AMOUNT OF NET PROFITS/EARNINGS PER
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BJ_PWSELFNOWELSE.J043_
(In addition to (her/his) regular salary, how much did (she/he) receive from
net earnings or profits?)
INTERVIEWER: PROBE IF NECESSARY: Was that per hour, week, month, or year?
PER:
..................................................................................
1. HOUR
1 2. WEEK
3. EVERY TWO WEEKS/BI-WEEKLY
4. MONTH
5. TWICE A MONTH
8 6. YEAR
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1492 Blank. INAP (Inapplicable)
SJ040 AMOUNT OF NET PROFITS/EARNINGS - MIN
Section: J Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: BJ_PWSELFNOWELSE.J040_
J040_-J042_ Unfolding Sequence
Did it amount to a total of less than $___, more than $___, or what, per year?
BREAKPOINTS: 3300, 10000, 30000, 75000
PROCEDURE(S): UnFM_2Up1Down
ENTRY POINT(S): 10000
..................................................................................
5 0. Value of Breakpoint
1 3300. Value of Breakpoint
1 3301. Value of Breakpoint
1 10000. Value of Breakpoint
1 10001. Value of Breakpoint
2 30001. Value of Breakpoint
1490 Blank. INAP (Inapplicable)
SJ041 AMOUNT OF NET PROFITS/EARNINGS - MAX
Section: J Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: BJ_PWSELFNOWELSE.J041_
..................................................................................
3 3299. Value of Breakpoint
1 3300. Value of Breakpoint
1 9999. Value of Breakpoint
1 10000. Value of Breakpoint
1 74999. Value of Breakpoint
4 750000. Value of Breakpoint
1490 Blank. INAP (Inapplicable)
SJ042 AMOUNT OF NET PROFITS/EARNINGS - RESULT
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BJ_PWSELFNOWELSE.J042_
..................................................................................
97. Data Not Available
4 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1497 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; NOT (((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <>
SLFEMPD)) OR ((piRvarsZ136_SelfElseEmp_V = SLF) AND ((ACTIVELANGUAGE = EXTENG)
OR (ACTIVELANGUAGE = EXTSPN)))); (piRvarsZ136_SelfElseEmp_V = NELSE) OR
((piRvarsZ136_SelfElseEmp_V <> SLF) AND ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN))); (((piJ021_EmpSelfOth <> SOMEONEELSE) OR
(PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) OR (PWELSENOWELSE.J058_SameJobTitle
= RETIREDANDWORKINGFORSAME)) OR ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE =
EXTSPN));
SJ063 STOP/RETIRE WORK PREV WAVE EMPLOYER-MO
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BJ_PWELSENOWSELF.J063_MoStopWrkPrevEmp
Now I have some questions about (her/his) employment before (she/he) died.
(In what month and year did (she/he) stop working there?/In what month and
year did (she/he) retire?/According to our records, (she/he) was working for
[Employer Name] in [PREV WAVE IW MONTH] [PREV WAVE IW YEAR]. In what month
and year did (she/he) stop working there, or was (she/he) still working there
when (she/he) died?/According to our records, (she/he) was working for someone
else when we last talked to [her/him] in [PREV WAVE IW MONTH] [PREV WAVE IW
YEAR]. In what month and year did (she/he) stop working for that employer?)
INTERVIEWER: MONTHS ENTERED MUST BE BETWEEN (Last Interview Month/Year) AND
(Current Month Year)
MONTH:
..................................................................................
8 1. JAN
7 2. FEB
12 3. MAR
10 4. APR
11 5. MAY
15 6. JUN
14 7. JUL
7 8. AUG
16 9. SEP
9 10. OCT
5 11. NOV
6 12. DEC
50 96. WORKED THERE UNTIL DEATH
1191 97. DENIES WORKING FOR SOMEONE ELSE, OR FOR NAMED EMPLOYER, AT LAST
INTERVIEW
95 98. DK (Don't Know); NA (Not Ascertained)
6 99. RF (Refused)
39 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; NOT (((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <>
SLFEMPD)) OR ((piRvarsZ136_SelfElseEmp_V = SLF) AND ((ACTIVELANGUAGE = EXTENG)
OR (ACTIVELANGUAGE = EXTSPN)))); (piRvarsZ136_SelfElseEmp_V = NELSE) OR
((piRvarsZ136_SelfElseEmp_V <> SLF) AND ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN))); (((piJ021_EmpSelfOth <> SOMEONEELSE) OR
(PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) OR (PWELSENOWELSE.J058_SameJobTitle
= RETIREDANDWORKINGFORSAME)) OR ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE =
EXTSPN)); ((((J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND (J063_MoStopWrkPrevEmp
<> STILLWORKSELF2NDJOB)) AND (J063_MoStopWrkPrevEmp <> STILLWORKSELF)) AND
(J063_MoStopWrkPrevEmp <> STILLWORKING)) AND (J063_MoStopWrkPrevEmp <>
DENYWORKELSEORFORNAME);
SJ064 STOP/RETIRE WORK PREV WAVE EMPLOYER-YR
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BJ_PWELSENOWSELF.J064_YrStopWrkPrevEmp
Now I have some questions about (her/his) employment before (she/he) died.
(In what month and year did (she/he) stop working there?/In what month and
year did (she/he) retire?/According to our records, (she/he) was working for
[Employer Name] in [PREV WAVE IW MONTH] [PREV WAVE IW YEAR]. In what month
and year did (she/he) stop working there, or was (she/he) still working there
when (she/he) died?/According to our records, (she/he) was working for someone
else when we last talked to [her/him] in [PREV WAVE IW MONTH] [PREV WAVE IW
YEAR]. In what month and year did (she/he) stop working for that employer?)
INTERVIEWER: MONTHS ENTERED MUST BE BETWEEN (Last Interview Month/Year) AND
(Current Month Year)
YEAR:
..................................................................................
134 1992-2002. Actual Value
80 9998. DK (Don't Know); NA (Not Ascertained)
7 9999. RF (Refused)
1280 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; NOT (((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <>
SLFEMPD)) OR ((piRvarsZ136_SelfElseEmp_V = SLF) AND ((ACTIVELANGUAGE = EXTENG)
OR (ACTIVELANGUAGE = EXTSPN)))); (piRvarsZ136_SelfElseEmp_V = NELSE) OR
((piRvarsZ136_SelfElseEmp_V <> SLF) AND ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN))); (((piJ021_EmpSelfOth <> SOMEONEELSE) OR
(PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) OR (PWELSENOWELSE.J058_SameJobTitle
= RETIREDANDWORKINGFORSAME)) OR ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE =
EXTSPN));
SJ065 PREV WAVE EMPLYR TWO YRS- CALC
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BJ_PWELSENOWSELF.J065_
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
114 0 29 11.75 7.15 1387
-----------------------------------------------------------------
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; NOT (((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <>
SLFEMPD)) OR ((piRvarsZ136_SelfElseEmp_V = SLF) AND ((ACTIVELANGUAGE = EXTENG)
OR (ACTIVELANGUAGE = EXTSPN)))); (piRvarsZ136_SelfElseEmp_V = NELSE) OR
((piRvarsZ136_SelfElseEmp_V <> SLF) AND ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN))); (((piJ021_EmpSelfOth <> SOMEONEELSE) OR
(PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) OR (PWELSENOWELSE.J058_SameJobTitle
= RETIREDANDWORKINGFORSAME)) OR ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE =
EXTSPN));
SJ066 REF STOP WORK EMP- CALC
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BJ_PWELSENOWSELF.J066_
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
117 0 29 11.56 7.17 1384
-----------------------------------------------------------------
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; NOT (((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <>
SLFEMPD)) OR ((piRvarsZ136_SelfElseEmp_V = SLF) AND ((ACTIVELANGUAGE = EXTENG)
OR (ACTIVELANGUAGE = EXTSPN)))); (piRvarsZ136_SelfElseEmp_V = NELSE) OR
((piRvarsZ136_SelfElseEmp_V <> SLF) AND ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN))); (((piJ021_EmpSelfOth <> SOMEONEELSE) OR
(PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) OR (PWELSENOWELSE.J058_SameJobTitle
= RETIREDANDWORKINGFORSAME)) OR ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE =
EXTSPN)); ((J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND (J063_MoStopWrkPrevEmp
<> STILLWORKSELF2NDJOB)) AND (J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME);
SJ067 AMOUNT EARNING WHEN LEFT
Section: J Level: Respondent Type: Numeric Width: 9 Decimals: 2
CAI Reference: BJ_PWELSENOWSELF.J067_
(What was (she/he) earning, before deductions, at the time of (her/his)
death?/What was (she/he) earning, before deductions, when (she/he) left that
employer?)
INTERVIEWER: IF R REPORTS A 'PER HOUR' AMOUNT, BE SURE TO RECORD CENTS IF
APPLICABLE
DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
89 0-110000. Actual Value
171 999999998. DK (Don't Know); NA (Not Ascertained)
11 999999999. RF (Refused)
1230 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; NOT (((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <>
SLFEMPD)) OR ((piRvarsZ136_SelfElseEmp_V = SLF) AND ((ACTIVELANGUAGE = EXTENG)
OR (ACTIVELANGUAGE = EXTSPN)))); (piRvarsZ136_SelfElseEmp_V = NELSE) OR
((piRvarsZ136_SelfElseEmp_V <> SLF) AND ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN))); (((piJ021_EmpSelfOth <> SOMEONEELSE) OR
(PWELSENOWELSE.J045_StillWrkPrevEmp = NO)) OR (PWELSENOWELSE.J058_SameJobTitle
= RETIREDANDWORKINGFORSAME)) OR ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE =
EXTSPN)); ((J063_MoStopWrkPrevEmp <> DENYWORKSELF) AND (J063_MoStopWrkPrevEmp
<> STILLWORKSELF2NDJOB)) AND (J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME);
NOT (((J067_ = DONTKNOW) OR (J067_ = REFUSAL)) AND J068_ = EMPTY); (J067_ <>
DONTKNOW) AND (J067_ <> REFUSAL);
SJ071 AMOUNT EARNING WHEN LEFT - PER
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BJ_PWELSENOWSELF.J071_
INTERVIEWER: PROBE IF NECESSARY: Was that per hour, week, month, or year?
PER:
..................................................................................
25 1. HOUR
9 2. WEEK
3 3. EVERY TWO WEEKS/BI-WEEKLY
14 4. MONTH
5. TWICE A MONTH
30 6. YEAR
7 97. OTHER (SPECIFY)
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1412 Blank. INAP (Inapplicable)
SJ068 AMOUNT EARNING WHEN LEFT - MIN
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: BJ_PWELSENOWSELF.J068_
J068_ - J070_ Unfolding Sequence
Did it amount to a total of less than $___, more than $___, or what, per
month?
BREAKPOINTS: 200, 800, 1500, 3000
PROCEDURE(S): UnFM_2Up1Down
ENTRY POINT(S): 800
..................................................................................
120 0. Value of Breakpoint
8 200. Value of Breakpoint
23 201. Value of Breakpoint
5 800. Value of Breakpoint
14 801. Value of Breakpoint
2 1500. Value of Breakpoint
4 1501. Value of Breakpoint
2 3000. Value of Breakpoint
4 3001. Value of Breakpoint
1319 Blank. INAP (Inapplicable)
SJ069 AMOUNT EARNING WHEN LEFT - MAX
Section: J Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: BJ_PWELSENOWSELF.J069_
..................................................................................
15 199. Value of Breakpoint
8 200. Value of Breakpoint
27 799. Value of Breakpoint
5 800. Value of Breakpoint
11 1499. Value of Breakpoint
2 1500. Value of Breakpoint
4 2999. Value of Breakpoint
2 3000. Value of Breakpoint
108 30000. Value of Breakpoint
1319 Blank. INAP (Inapplicable)
SJ070 AMOUNT EARNING WHEN LEFT - RESULT
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BJ_PWELSENOWSELF.J070_
..................................................................................
97. Data Not Available
95 98. DK (Don't Know); NA (Not Ascertained)
13 99. RF (Refused)
1393 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME));
(piJ058_SameJobTitle <> RETIREDANDWORKINGFORSAME) AND (((ACTIVELANGUAGE <>
EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piJ063_MoStopWrkPrevEmp <>
STILLWORKING));
SJ073M1 WHY LEFT EMPLOYER- 1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BJ_PWELSENOWSELFCONTD.J073M
(Why did (she/he) leave that employer? (Did the business close, was (she/he)
laid off or let go, did (she/he) leave to take care of family members, or
what?)/Why did (she/he) stop working at that business?)
INTERVIEWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY
..................................................................................
5 1. BUSINESS CLOSED
9 2. LAID OFF/LET GO
107 3. POOR HEALTH/DISABLED
2 4. FAMILY CARE
1 5. BETTER JOB
5 6. QUIT
56 7. RETIRED
21 8. DIED
15 97. OTHER (SPECIFY)
22 98. DK (Don't Know); NA (Not Ascertained)
7 99. RF (Refused)
1251 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME));
(piJ058_SameJobTitle <> RETIREDANDWORKINGFORSAME) AND (((ACTIVELANGUAGE <>
EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piJ063_MoStopWrkPrevEmp <>
STILLWORKING));
SJ073M2 WHY LEFT EMPLOYER- 2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BJ_PWELSENOWSELFCONTD.J073M
(Why did (she/he) leave that employer? (Did the business close, was (she/he)
laid off or let go, did (she/he) leave to take care of family members, or
what?)/Why did (she/he) stop working at that business?)
INTERVIEWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY
..................................................................................
1. BUSINESS CLOSED
2. LAID OFF/LET GO
3. POOR HEALTH/DISABLED
4. FAMILY CARE
5. BETTER JOB
6. QUIT
1 7. RETIRED
1 8. DIED
1 97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1498 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME));
(piJ058_SameJobTitle <> RETIREDANDWORKINGFORSAME) AND (((ACTIVELANGUAGE <>
EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piJ063_MoStopWrkPrevEmp <>
STILLWORKING));
SJ073M3 WHY LEFT EMPLOYER- 3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BJ_PWELSENOWSELFCONTD.J073M
(Why did (she/he) leave that employer? (Did the business close, was (she/he)
laid off or let go, did (she/he) leave to take care of family members, or
what?)/Why did (she/he) stop working at that business?)
INTERVIEWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY
..................................................................................
1. BUSINESS CLOSED
2. LAID OFF/LET GO
3. POOR HEALTH/DISABLED
4. FAMILY CARE
5. BETTER JOB
6. QUIT
7. RETIRED
8. DIED
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME));
(piJ058_SameJobTitle <> RETIREDANDWORKINGFORSAME) AND (((ACTIVELANGUAGE <>
EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piJ063_MoStopWrkPrevEmp <>
STILLWORKING)); NOT (BUSINESSCLOSED IN J073M) AND ((piRvarsZ136_SelfElseEmp_V
<> SLF) OR (LAIDOFFLETGO IN J073M)); NOT (LAIDOFFLETGO IN J073M);
SJ075 EMPLOYMENT SITUATION CHANGE
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BJ_PWELSENOWSELFCONTD.J075_
Did (her/his) employment situation change in some way that encouraged
(her/him) to leave?
..................................................................................
13 1. YES
161 5. NO
26 8. DK (Don't Know); NA (Not Ascertained)
8 9. RF (Refused)
1293 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME));
(piJ058_SameJobTitle <> RETIREDANDWORKINGFORSAME) AND (((ACTIVELANGUAGE <>
EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piJ063_MoStopWrkPrevEmp <>
STILLWORKING)); NOT (BUSINESSCLOSED IN J073M) AND ((piRvarsZ136_SelfElseEmp_V
<> SLF) OR (LAIDOFFLETGO IN J073M)); NOT (LAIDOFFLETGO IN J073M); J075_ = YES;
SJ076M01 HOW EMPLOYMENT SITUATION CHANGED- 1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BJ_PWELSENOWSELFCONTD.J076M
How did it change?
INTERVIEWER: CHOOSE ALL THAT APPLY
..................................................................................
1. SUPERVISOR ENCOURAGED DEPARTURE
2 2. COWORKER ENCOURAGED DEPARTURE
3. WAGES REDUCED (OR ABOUT TO BE REDUCED)
4. HOURS REDUCED (OR ABOUT TO BE REDUCED)
5. WOULD HAVE BEEN LAID OFF; funding ended
1 6. NEW JOB DUTIES; work load increased
1 7. NEW JOB LOCATION
1 8. BECAME ELIGIBLE FOR PENSION/social security
9. EMPLOYER CHANGED HEALTH INSURANCE
1 10. SPECIAL EARLY RETIREMENT INCENTIVE OFFER
21. Scheduling problems; change in work schedule (excluding 04);
hours increased
1 22. Other working conditions; didn't get along with
supervisor/coworkers; not enough help; business had changed;
unsafe working conditions; physical demands of job; company
having financial problems; more pressure on the job; new
management/philosophy/policies; not enough money; harassment
23. Better job/pay; more hours/benefits; better working conditions;
old job lack of pay raises/benefits
24. Start or help with own/family business
31. Physical and mental condition of R (including stress)
95. Job ended; seasonal work; temporary job; position eliminated;
business closed/moved or sold
5 97. OTHER (SPECIFY)
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1488 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME));
(piJ058_SameJobTitle <> RETIREDANDWORKINGFORSAME) AND (((ACTIVELANGUAGE <>
EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piJ063_MoStopWrkPrevEmp <>
STILLWORKING)); NOT (BUSINESSCLOSED IN J073M) AND ((piRvarsZ136_SelfElseEmp_V
<> SLF) OR (LAIDOFFLETGO IN J073M)); NOT (LAIDOFFLETGO IN J073M); J075_ = YES;
SJ076M02 HOW EMPLOYMENT SITUATION CHANGED- 2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BJ_PWELSENOWSELFCONTD.J076M
How did it change?
INTERVIEWER: CHOOSE ALL THAT APPLY
..................................................................................
1. SUPERVISOR ENCOURAGED DEPARTURE
2. COWORKER ENCOURAGED DEPARTURE
3. WAGES REDUCED (OR ABOUT TO BE REDUCED)
4. HOURS REDUCED (OR ABOUT TO BE REDUCED)
5. WOULD HAVE BEEN LAID OFF; funding ended
6. NEW JOB DUTIES; work load increased
7. NEW JOB LOCATION
8. BECAME ELIGIBLE FOR PENSION/social security
9. EMPLOYER CHANGED HEALTH INSURANCE
10. SPECIAL EARLY RETIREMENT INCENTIVE OFFER
21. Scheduling problems; change in work schedule (excluding 04);
hours increased
22. Other working conditions; didn't get along with
supervisor/coworkers; not enough help; business had changed;
unsafe working conditions; physical demands of job; company
having financial problems; more pressure on the job; new
management/philosophy/policies; not enough money; harassment
23. Better job/pay; more hours/benefits; better working conditions;
old job lack of pay raises/benefits
24. Start or help with own/family business
31. Physical and mental condition of R (including stress)
95. Job ended; seasonal work; temporary job; position eliminated;
business closed/moved or sold
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME));
(piJ058_SameJobTitle <> RETIREDANDWORKINGFORSAME) AND (((ACTIVELANGUAGE <>
EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piJ063_MoStopWrkPrevEmp <>
STILLWORKING)); NOT (BUSINESSCLOSED IN J073M) AND ((piRvarsZ136_SelfElseEmp_V
<> SLF) OR (LAIDOFFLETGO IN J073M)); NOT (LAIDOFFLETGO IN J073M); NOT
(HRSREDUCORABTTOBEREDUC IN J076M);
SJ078 CONTINUED TO WORK W/ LESS HOURS
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BJ_PWELSENOWSELFCONTD.J078_
If (her/his) employer had allowed (her/him) to work fewer hours with
correspondingly less pay, would (she/he) have continued working there?
..................................................................................
18 1. YES
148 5. NO
34 8. DK (Don't Know); NA (Not Ascertained)
8 9. RF (Refused)
1293 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME));
(piJ058_SameJobTitle <> RETIREDANDWORKINGFORSAME) AND (((ACTIVELANGUAGE <>
EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piJ063_MoStopWrkPrevEmp <>
STILLWORKING)); NOT (BUSINESSCLOSED IN J073M) AND ((piRvarsZ136_SelfElseEmp_V
<> SLF) OR (LAIDOFFLETGO IN J073M));
SJ079 EMPLOYER EXPERIENCE PERM REDUCTION
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BJ_PWELSENOWSELFCONTD.J079_
(Did (her/his) employer experience a permanent reduction in employment between
[PREV WAVE IW Month] [PREV WAVE IW YEAR] and the time (her/his) death?/Did
(her/his) employer experience a permanent reduction in employment between
[PREV WAVE IW Month] [PREV WAVE IW YEAR] and the time (she/he) left that
employer?)
INTERVIEWER: PERMANENT EMPLOYMENT REDUCTIONS ARE SOMETIMES CALLED
'DOWNSIZING'; 'LAYOFFS' CAN BE PERMANENT OR TEMPORARY
..................................................................................
9 1. YES
157 5. NO
43 8. DK (Don't Know); NA (Not Ascertained)
8 9. RF (Refused)
1284 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME));
((piJ063_MoStopWrkPrevEmp <> DONTKNOW) AND (piJ063_MoStopWrkPrevEmp <>
REFUSAL)) AND ((piJ064_YrStopWrkPrevEmp <> DONTKNOW) AND
(piJ064_YrStopWrkPrevEmp <> REFUSAL)); piJ065_ = EMPTY OR NOT ((piJ065_ -
piInitA064_ElapseMo2) < 2); (((piJ023_MoStopWrkSelf <> DONTKNOW) AND
(piJ023_MoStopWrkSelf <> REFUSAL)) AND (piJ024_YrStopWrkSelf <> DONTKNOW)) AND
(piJ024_YrStopWrkSelf <> REFUSAL); piJ025_MosNotWrkSelf = EMPTY OR NOT
((piJ025_MosNotWrkSelf - piInitA064_ElapseMo2) < 2);
SJ080 ANY MOS NOT WORK BEFORE QUIT
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BJ_PWELSENOWSELFCONTD.J080_
(Were there any months between [PREV WAVE IW MONTH] [PREV WAVE IW YEAR] and
[Month Stopped Working for Previous Employer] [Year Stopped Working for
Previous Employer]/Were there any months between [PREV WAVE IW MONTH] [PREV
WAVE IW YEAR] and [Month Stopped Working for Self] [Year Stopped Working for
Self]) (when (she/he) did not work at this business?/when (she/he) did not
work for this employer?)
..................................................................................
4 1. YES
105 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1391 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); (ACTIVELANGUAGE
<> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN); J595_ <> 1; J595_ = 10; ((J596_ <>
NO) AND (J596_ <> DONTKNOW)) AND (J596_ <> REFUSAL);
SJ081M1 MONTHS NOT WORKING- 1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BJ_Showmonthlist.MonthList
Which months were those?
[IWER: MONTHS ENTERED MUST BE BETWEEN R’s LAST IW MONTH, YEAR AND MONTH,
YEAR R STOPPED WORKING FOR [EMPLOYER (per G26&G26a/J063&J064)/SELF (per
G5&G5a/J023&J024)]]
[IWER: CHOOSE ALL THAT APPLY]
..................................................................................
1 1. JAN 00
2. FEB 00
1 3. MAR 00
4. APR 00
5. MAY 00
6. JUN 00
7. JUL 00
8. AUG 00
9. SEP 00
10. OCT 00
11. NOV 00
12. DEC 00
13. ALL OF 2000
14. JAN 01
15. FEB 01
16. MAR 01
17. APR 01
1 18. MAY 01
19. JUN 01
20. JUL 01
21. AUG 01
22. SEP 01
1 23. OCT 01
24. NOV 01
25. DEC 01
26. ALL OF 2001
27. JAN 02
28. FEB 02
29. MAR 02
30. APR 02
31. MAY 02
32. JUN 02
33. JUL 02
34. AUG 02
35. SEP 02
36. OCT 02
37. NOV 02
38. DEC 02
39. ALL OF 2002 TO DATE
40. ALL OF 2002
41. ALL OF 2000 (AFTER PREV IW IN )
42. ALL OF 1999 (AFTER PREV IW IN )
43. ALL OF 1999
44. ALL OF 1998 (AFTER PREV IW IN )
45. ALL OF 1998
46. ALL OF 1997 (AFTER PREV IW IN )
47. ALL OF 1997
48. ALL OF 1996 (AFTER PREV IW IN )
49. ALL OF 1996
50. ALL OF 1995 (AFTER PREV IW IN )
51. ALL OF 1995
52. ALL OF 1994 (AFTER PREV IW IN )
53. ALL OF 1994
54. ALL OF 1993 (AFTER PREV IW IN )
55. ALL OF 1993
56. ALL OF 1992 (AFTER PREV IW IN )
57. OTHER (SPECIFY)
60. JAN 03
61. FEB 03
62. MAR 03
98. DK (Don't Know); NA (Not Ascertained)
99. RF
1497 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; ((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
OR ((piRvarsZ136_SelfElseEmp_V = SLF) AND ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN))); J023_MoStopWrkSelf <> DENYSLF_EMPATPW;
J023_MoStopWrkSelf = STILLWORKING; ((J028_ <> DONTKNOW) AND (J028_ <> REFUSAL))
AND (J028_ <> NO);
SJ081M2 MONTHS NOT WORKING- 2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BJ_Showmonthlist.MonthList
Which months were those?
[IWER: MONTHS ENTERED MUST BE BETWEEN R’s LAST IW MONTH, YEAR AND MONTH,
YEAR R STOPPED WORKING FOR [EMPLOYER (per G26&G26a/J063&J064)/SELF (per
G5&G5a/J023&J024)]]
[IWER: CHOOSE ALL THAT APPLY]
..................................................................................
1. JAN 00
2 2. FEB 00
3. MAR 00
1 4. APR 00
5. MAY 00
6. JUN 00
7. JUL 00
8. AUG 00
9. SEP 00
10. OCT 00
11. NOV 00
12. DEC 00
13. ALL OF 2000
14. JAN 01
15. FEB 01
16. MAR 01
17. APR 01
18. MAY 01
1 19. JUN 01
20. JUL 01
21. AUG 01
22. SEP 01
23. OCT 01
24. NOV 01
25. DEC 01
26. ALL OF 2001
27. JAN 02
28. FEB 02
29. MAR 02
30. APR 02
31. MAY 02
32. JUN 02
33. JUL 02
34. AUG 02
35. SEP 02
36. OCT 02
37. NOV 02
38. DEC 02
39. ALL OF 2002 TO DATE
40. ALL OF 2002
41. ALL OF 2000 (AFTER PREV IW IN )
42. ALL OF 1999 (AFTER PREV IW IN )
43. ALL OF 1999
44. ALL OF 1998 (AFTER PREV IW IN )
45. ALL OF 1998
46. ALL OF 1997 (AFTER PREV IW IN )
47. ALL OF 1997
48. ALL OF 1996 (AFTER PREV IW IN )
49. ALL OF 1996
50. ALL OF 1995 (AFTER PREV IW IN )
51. ALL OF 1995
52. ALL OF 1994 (AFTER PREV IW IN )
53. ALL OF 1994
54. ALL OF 1993 (AFTER PREV IW IN )
55. ALL OF 1993
56. ALL OF 1992 (AFTER PREV IW IN )
57. OTHER (SPECIFY)
60. JAN 03
61. FEB 03
62. MAR 03
98. DK (Don't Know); NA (Not Ascertained)
99. RF
1497 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; ((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
OR ((piRvarsZ136_SelfElseEmp_V = SLF) AND ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN))); J023_MoStopWrkSelf <> DENYSLF_EMPATPW;
J023_MoStopWrkSelf = STILLWORKING; ((J028_ <> DONTKNOW) AND (J028_ <> REFUSAL))
AND (J028_ <> NO);
SJ081M3 MONTHS NOT WORKING- 3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BJ_Showmonthlist.MonthList
Which months were those?
[IWER: MONTHS ENTERED MUST BE BETWEEN R’s LAST IW MONTH, YEAR AND MONTH,
YEAR R STOPPED WORKING FOR [EMPLOYER (per G26&G26a/J063&J064)/SELF (per
G5&G5a/J023&J024)]]
[IWER: CHOOSE ALL THAT APPLY]
..................................................................................
1. JAN 00
2. FEB 00
2 3. MAR 00
4. APR 00
1 5. MAY 00
6. JUN 00
7. JUL 00
8. AUG 00
9. SEP 00
10. OCT 00
11. NOV 00
12. DEC 00
13. ALL OF 2000
14. JAN 01
15. FEB 01
16. MAR 01
17. APR 01
18. MAY 01
19. JUN 01
1 20. JUL 01
21. AUG 01
22. SEP 01
23. OCT 01
24. NOV 01
25. DEC 01
26. ALL OF 2001
27. JAN 02
28. FEB 02
29. MAR 02
30. APR 02
31. MAY 02
32. JUN 02
33. JUL 02
34. AUG 02
35. SEP 02
36. OCT 02
37. NOV 02
38. DEC 02
39. ALL OF 2002 TO DATE
40. ALL OF 2002
41. ALL OF 2000 (AFTER PREV IW IN )
42. ALL OF 1999 (AFTER PREV IW IN )
43. ALL OF 1999
44. ALL OF 1998 (AFTER PREV IW IN )
45. ALL OF 1998
46. ALL OF 1997 (AFTER PREV IW IN )
47. ALL OF 1997
48. ALL OF 1996 (AFTER PREV IW IN )
49. ALL OF 1996
50. ALL OF 1995 (AFTER PREV IW IN )
51. ALL OF 1995
52. ALL OF 1994 (AFTER PREV IW IN )
53. ALL OF 1994
54. ALL OF 1993 (AFTER PREV IW IN )
55. ALL OF 1993
56. ALL OF 1992 (AFTER PREV IW IN )
57. OTHER (SPECIFY)
60. JAN 03
61. FEB 03
62. MAR 03
98. DK (Don't Know); NA (Not Ascertained)
99. RF
1497 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); (ACTIVELANGUAGE
<> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN); piJ020_WorkforPay = YES;
piJ058_SameJobTitle <> RETIREDANDWORKINGFORSAME; piJ045_StillWrkPrevEmp <> YES;
piRvarsZ076_ReIwR_V = REIWR; (((piJ248_MoBeginCurrEmp <> DONTKNOW) AND
(piJ248_MoBeginCurrEmp <> REFUSAL)) AND (piJ249_YrBeginCurrEmp <> DONTKNOW))
AND (piJ249_YrBeginCurrEmp <> REFUSAL); NOT (((piJ248_MoBeginCurrEmp =
RESPONSE) AND (piJ249_YrBeginCurrEmp IN [1992 .. 2003])) AND ((((YEAR (SYSDATE)
- piJ249_YrBeginCurrEmp) * 12) + (MONTH (SYSDATE) - piJ248_MoBeginCurrEmp.ORD))
< 2)); ((J260_ <> NO) AND (J260_ <> DONTKNOW)) AND (J260_ <> REFUSAL);
SJ081M4 MONTHS NOT WORKING- 4
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BJ_Showmonthlist.MonthList
Which months were those?
[IWER: MONTHS ENTERED MUST BE BETWEEN R’s LAST IW MONTH, YEAR AND MONTH,
YEAR R STOPPED WORKING FOR [EMPLOYER (per G26&G26a/J063&J064)/SELF (per
G5&G5a/J023&J024)]]
[IWER: CHOOSE ALL THAT APPLY]
..................................................................................
1. JAN 00
2. FEB 00
3. MAR 00
2 4. APR 00
5. MAY 00
6. JUN 00
7. JUL 00
8. AUG 00
9. SEP 00
10. OCT 00
11. NOV 00
12. DEC 00
13. ALL OF 2000
14. JAN 01
15. FEB 01
16. MAR 01
17. APR 01
18. MAY 01
19. JUN 01
20. JUL 01
21. AUG 01
22. SEP 01
23. OCT 01
24. NOV 01
25. DEC 01
26. ALL OF 2001
27. JAN 02
28. FEB 02
29. MAR 02
30. APR 02
31. MAY 02
32. JUN 02
33. JUL 02
34. AUG 02
35. SEP 02
36. OCT 02
37. NOV 02
38. DEC 02
39. ALL OF 2002 TO DATE
40. ALL OF 2002
41. ALL OF 2000 (AFTER PREV IW IN )
42. ALL OF 1999 (AFTER PREV IW IN )
43. ALL OF 1999
44. ALL OF 1998 (AFTER PREV IW IN )
45. ALL OF 1998
46. ALL OF 1997 (AFTER PREV IW IN )
47. ALL OF 1997
48. ALL OF 1996 (AFTER PREV IW IN )
49. ALL OF 1996
50. ALL OF 1995 (AFTER PREV IW IN )
51. ALL OF 1995
52. ALL OF 1994 (AFTER PREV IW IN )
53. ALL OF 1994
54. ALL OF 1993 (AFTER PREV IW IN )
55. ALL OF 1993
56. ALL OF 1992 (AFTER PREV IW IN )
57. OTHER (SPECIFY)
60. JAN 03
61. FEB 03
62. MAR 03
98. DK (Don't Know); NA (Not Ascertained)
99. RF
1499 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; ((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
OR ((piRvarsZ136_SelfElseEmp_V = SLF) AND ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN))); J023_MoStopWrkSelf <> DENYSLF_EMPATPW;
J023_MoStopWrkSelf = STILLWORKING; ((J028_ <> DONTKNOW) AND (J028_ <> REFUSAL))
AND (J028_ <> NO);
SJ081M5 MONTHS NOT WORKING- 5
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BJ_Showmonthlist.MonthList
Which months were those?
[IWER: MONTHS ENTERED MUST BE BETWEEN R’s LAST IW MONTH, YEAR AND MONTH,
YEAR R STOPPED WORKING FOR [EMPLOYER (per G26&G26a/J063&J064)/SELF (per
G5&G5a/J023&J024)]]
[IWER: CHOOSE ALL THAT APPLY]
..................................................................................
1. JAN 00
2. FEB 00
3. MAR 00
4. APR 00
2 5. MAY 00
6. JUN 00
7. JUL 00
8. AUG 00
9. SEP 00
10. OCT 00
11. NOV 00
12. DEC 00
13. ALL OF 2000
14. JAN 01
15. FEB 01
16. MAR 01
17. APR 01
18. MAY 01
19. JUN 01
20. JUL 01
21. AUG 01
22. SEP 01
23. OCT 01
24. NOV 01
25. DEC 01
26. ALL OF 2001
27. JAN 02
28. FEB 02
29. MAR 02
30. APR 02
31. MAY 02
32. JUN 02
33. JUL 02
34. AUG 02
35. SEP 02
36. OCT 02
37. NOV 02
38. DEC 02
39. ALL OF 2002 TO DATE
40. ALL OF 2002
41. ALL OF 2000 (AFTER PREV IW IN )
42. ALL OF 1999 (AFTER PREV IW IN )
43. ALL OF 1999
44. ALL OF 1998 (AFTER PREV IW IN )
45. ALL OF 1998
46. ALL OF 1997 (AFTER PREV IW IN )
47. ALL OF 1997
48. ALL OF 1996 (AFTER PREV IW IN )
49. ALL OF 1996
50. ALL OF 1995 (AFTER PREV IW IN )
51. ALL OF 1995
52. ALL OF 1994 (AFTER PREV IW IN )
53. ALL OF 1994
54. ALL OF 1993 (AFTER PREV IW IN )
55. ALL OF 1993
56. ALL OF 1992 (AFTER PREV IW IN )
57. OTHER (SPECIFY)
60. JAN 03
61. FEB 03
62. MAR 03
98. DK (Don't Know); NA (Not Ascertained)
99. RF
1499 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); (ACTIVELANGUAGE
<> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN); J595_ <> 1; J595_ = 10; ((J596_ <>
NO) AND (J596_ <> DONTKNOW)) AND (J596_ <> REFUSAL);
SJ081M6 MONTHS NOT WORKING- 6
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BJ_Showmonthlist.MonthList
Which months were those?
[IWER: MONTHS ENTERED MUST BE BETWEEN R’s LAST IW MONTH, YEAR AND MONTH,
YEAR R STOPPED WORKING FOR [EMPLOYER (per G26&G26a/J063&J064)/SELF (per
G5&G5a/J023&J024)]]
[IWER: CHOOSE ALL THAT APPLY]
..................................................................................
1. JAN 00
2. FEB 00
3. MAR 00
4. APR 00
5. MAY 00
2 6. JUN 00
7. JUL 00
8. AUG 00
9. SEP 00
10. OCT 00
11. NOV 00
12. DEC 00
13. ALL OF 2000
14. JAN 01
15. FEB 01
16. MAR 01
17. APR 01
18. MAY 01
19. JUN 01
20. JUL 01
21. AUG 01
22. SEP 01
23. OCT 01
24. NOV 01
25. DEC 01
26. ALL OF 2001
27. JAN 02
28. FEB 02
29. MAR 02
30. APR 02
31. MAY 02
32. JUN 02
33. JUL 02
34. AUG 02
35. SEP 02
36. OCT 02
37. NOV 02
38. DEC 02
39. ALL OF 2002 TO DATE
40. ALL OF 2002
41. ALL OF 2000 (AFTER PREV IW IN )
42. ALL OF 1999 (AFTER PREV IW IN )
43. ALL OF 1999
44. ALL OF 1998 (AFTER PREV IW IN )
45. ALL OF 1998
46. ALL OF 1997 (AFTER PREV IW IN )
47. ALL OF 1997
48. ALL OF 1996 (AFTER PREV IW IN )
49. ALL OF 1996
50. ALL OF 1995 (AFTER PREV IW IN )
51. ALL OF 1995
52. ALL OF 1994 (AFTER PREV IW IN )
53. ALL OF 1994
54. ALL OF 1993 (AFTER PREV IW IN )
55. ALL OF 1993
56. ALL OF 1992 (AFTER PREV IW IN )
57. OTHER (SPECIFY)
60. JAN 03
61. FEB 03
62. MAR 03
98. DK (Don't Know); NA (Not Ascertained)
99. RF
1499 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; ((piRvarsZ136_SelfElseEmp_V = SLF) AND (piJ021_EmpSelfOth <> SLFEMPD))
OR ((piRvarsZ136_SelfElseEmp_V = SLF) AND ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN))); J023_MoStopWrkSelf <> DENYSLF_EMPATPW;
J023_MoStopWrkSelf = STILLWORKING; ((J028_ <> DONTKNOW) AND (J028_ <> REFUSAL))
AND (J028_ <> NO);
SJ081M7 MONTHS NOT WORKING- 7
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BJ_Showmonthlist.MonthList
Which months were those?
[IWER: MONTHS ENTERED MUST BE BETWEEN R’s LAST IW MONTH, YEAR AND MONTH,
YEAR R STOPPED WORKING FOR [EMPLOYER (per G26&G26a/J063&J064)/SELF (per
G5&G5a/J023&J024)]]
[IWER: CHOOSE ALL THAT APPLY]
..................................................................................
1. JAN 00
2. FEB 00
3. MAR 00
4. APR 00
5. MAY 00
6. JUN 00
7. JUL 00
8. AUG 00
9. SEP 00
10. OCT 00
11. NOV 00
12. DEC 00
13. ALL OF 2000
14. JAN 01
15. FEB 01
16. MAR 01
17. APR 01
18. MAY 01
19. JUN 01
20. JUL 01
21. AUG 01
22. SEP 01
23. OCT 01
24. NOV 01
25. DEC 01
26. ALL OF 2001
27. JAN 02
28. FEB 02
29. MAR 02
30. APR 02
31. MAY 02
32. JUN 02
33. JUL 02
34. AUG 02
35. SEP 02
36. OCT 02
37. NOV 02
38. DEC 02
39. ALL OF 2002 TO DATE
40. ALL OF 2002
41. ALL OF 2000 (AFTER PREV IW IN )
42. ALL OF 1999 (AFTER PREV IW IN )
43. ALL OF 1999
44. ALL OF 1998 (AFTER PREV IW IN )
45. ALL OF 1998
46. ALL OF 1997 (AFTER PREV IW IN )
47. ALL OF 1997
48. ALL OF 1996 (AFTER PREV IW IN )
49. ALL OF 1996
50. ALL OF 1995 (AFTER PREV IW IN )
51. ALL OF 1995
52. ALL OF 1994 (AFTER PREV IW IN )
53. ALL OF 1994
54. ALL OF 1993 (AFTER PREV IW IN )
55. ALL OF 1993
56. ALL OF 1992 (AFTER PREV IW IN )
57. OTHER (SPECIFY)
60. JAN 03
61. FEB 03
62. MAR 03
98. DK (Don't Know); NA (Not Ascertained)
99. RF
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); piRVARSZ133_JobPension_V
= YES; ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); NOT
(piRVARSZ133_JobPension_V = YES);
SJ084 INCLUDED IN PENSION PLAN
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BJ_PWELSENOWSELFCONTD.J084_
(Was (she/he) included in a pension or retirement plan, or in any tax deferred
savings plan, when (she/he) worked for (that employer)?/Aside from IRAs or
KEOGH plans, was (she/he) included in a pension or retirement plan, or in any
tax deferred savings plan, through (her/his) work?)
..................................................................................
91 1. YES
170 5. NO
32 8. DK (Don't Know); NA (Not Ascertained)
7 9. RF (Refused)
1201 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL);
SJ085 # PENSION PLANS
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: BJ_PWELSENOWSELFCONTD.J085_
(According to our records, (she/he) reported that (she/he) was included in one
or more pension plans on this job.)
In how many different pension plans was (she/he) included on this job?
1-8 PLANS
(INTERVIEWER: ENTER 95 IF R DENIES BEING INCLUDED IN ANY PENSION PLAN)
..................................................................................
0. NONE
66 1. ONE
8 2. TWO
3. THREE
4. FOUR
5. FIVE
6. SIX
7. SEVEN
8. EIGHT
4 95. DENIES BEING INCLUDED IN PENSION PLAN
12 98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
1410 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J085_ = DONTKNOW;
SJ086 ONE PENSION PLAN OR MORE THAN ONE
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: BJ_PWELSENOWSELFCONTD.J086_
Is this just one plan or more than one?
..................................................................................
2 1. ONE PLAN
3. MORE THAN ONE
10 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1489 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL])));
SJ090_1 TYPE OF PENSION PLAN-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK.W001A
((Now I have some questions about the most important of these plans.I would
like to know about the type of the most important pension or retirement plan
(she/he) 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.)/
(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 (her/him). Was (her/his) plan
Type A or Type B?
INTERVIEWER: 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'
..................................................................................
33 1. TYPE A
25 2. TYPE B
4 3. BOTH TYPES
13 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
1425 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
piRvarsZ076_ReIwR_V <> REIWR; NOT (WORKINGNOW IN
piWORKSTATUSJ005MCurrEmpStatus) AND (piWORKSTATUSJ020_WorkforPay <> YES);
(piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)); (piEMPHISTORYK004_YrLastWrkPay <>
REFUSAL) AND (piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); (piHHX023_Cohort_V <>
AHEAD) AND (piHHX023_Cohort_V <> CODA); (K031_ <> NO) AND K031_ <> NONRESPONSE;
K034A <> EMPTY; (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY); ((ACTIVELANGUAGE <> EXTENG) AND
(ACTIVELANGUAGE <> EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED,
PARTNERED_VOL, REMARRIED, REPARTNERED_VOL]); (ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN);
SJ139_1 PENSION WHEN LEFT-B- 1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK.W043A
PENSION TYPE B - ACCOUNT
Did (you/(her/his) (you/husband/wife/partner)) or will (you/(her/his)
(you/husband/wife/partner)) receive any benefits from this plan?
..................................................................................
38 1. YES
11 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1451 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))); ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEB)) OR (W001A = DONTKNOW);
SJ091_1 AMOUNT IN PENSION WHEN LEFT-B-1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W002A
PENSION TYPE B - ACCOUNT
(For the part of (her/his) pension where money is accumulated in an account,
how /How) much money was in (her/his) account when (she/he) died?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
9 2000-2500000. Actual Value
10 99999998. DK (Don't Know); NA (Not Ascertained)
1 99999999. RF (Refused)
1481 Blank. INAP (Inapplicable)
SJ092_1 AMT IN PENSION WHEN LEFT-B- MIN-1
Section: J Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W003A
W003A - W005A Unfolding Sequence
Did it amount to a total of less than $___, more than $___, or what?
BREAKPOINTS: 5000, 20000, 50000, 150000
PROCEDURE(S): UnFM_2Up1Down
ENTRY POINT(S): 20000
User Note: Due to programming error, respondents who said don't know or
refuse at SJ091_1 were skipped past the max and result questions.
..................................................................................
7 0. Value of Breakpoint
3 50001. Value of Breakpoint
1 150001. Value of Breakpoint
1490 Blank. INAP (Inapplicable)
SJ093_1 AMT IN PENSION WHEN LEFT-B - MAX-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W004A
..................................................................................
1501 Blank. INAP (Inapplicable)
SJ094_1 AMT IN PENSION WHEN LEFT-B-RESULT-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W005A
..................................................................................
97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))); ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEB)) OR (W001A = DONTKNOW); NOT ((ACTIVELANGUAGE <> EXTENG) AND
(ACTIVELANGUAGE <> EXTSPN));
SJ140_1A DID WHAT W/ PENSION MONEY- 1-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W044B
PENSION TYPE B - ACCOUNT
We are interested in what (you/he/she) did with the money. When (she/he) died,
did (you/he/she) withdraw the money, roll it over into an IRA, leave it to
accumulate in the old plan, convert it to an annuity, or what?
INTERVIEWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE
FOLLOW-UP QUESTIONS
..................................................................................
5 1. WITHDREW THE MONEY
3 2. ROLLED OVER INTO IRA
5 3. LEFT ACCOUNT TO ACCUMULATE
1 4. CONVERTED TO ANNUITY
3 5. CONTINUED COLLECTING ALL/PART OF R’S BENEFITS
1 6. LOST BENEFITS
7. OTHER (SPECIFY)
2 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1481 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
(piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; piRvarsZ076_ReIwR_V <> REIWR; (piSecKEMPHISTORYK004_YrLastWrkPay
<> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); NOT
(((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)); (L005_ <> NO) AND L005_ <>
NONRESPONSE; (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA);
L006_ <> ONE; (L031_ <> NO) AND L031_ <> NONRESPONSE; i <=
L033AOthEmpPensCntr.ORD; ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEB)) OR (W001A = DONTKNOW); NOT ((ACTIVELANGUAGE <> EXTENG) AND
(ACTIVELANGUAGE <> EXTSPN));
SJ140_1B DID WHAT W/ PENSION MONEY- 1-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W044B
PENSION TYPE B - ACCOUNT
We are interested in what (you/he/she) did with the money. When (she/he) died,
did (you/he/she) withdraw the money, roll it over into an IRA, leave it to
accumulate in the old plan, convert it to an annuity, or what?
INTERVIEWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE
FOLLOW-UP QUESTIONS
..................................................................................
1. WITHDREW THE MONEY
2. ROLLED OVER INTO IRA
1 3. LEFT ACCOUNT TO ACCUMULATE
4. CONVERTED TO ANNUITY
5. CONTINUED COLLECTING ALL/PART OF R’S BENEFITS
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1500 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))); ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEB)) OR (W001A = DONTKNOW); NOT ((ACTIVELANGUAGE <> EXTENG) AND
(ACTIVELANGUAGE <> EXTSPN));
SJ140_1C DID WHAT W/ PENSION MONEY- 1-3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W044B
PENSION TYPE B - ACCOUNT
We are interested in what (you/he/she) did with the money. When (she/he) died,
did (you/he/she) withdraw the money, roll it over into an IRA, leave it to
accumulate in the old plan, convert it to an annuity, or what?
INTERVIEWER: 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 ACCOUNT TO ACCUMULATE
4. CONVERTED TO ANNUITY
5. CONTINUED COLLECTING ALL/PART OF R’S BENEFITS
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
piRvarsZ076_ReIwR_V <> REIWR; NOT (WORKINGNOW IN
piWORKSTATUSJ005MCurrEmpStatus) AND (piWORKSTATUSJ020_WorkforPay <> YES);
(piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)); (piEMPHISTORYK004_YrLastWrkPay <>
REFUSAL) AND (piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); (piHHX023_Cohort_V <>
AHEAD) AND (piHHX023_Cohort_V <> CODA); (K031_ <> NO) AND K031_ <> NONRESPONSE;
K034A <> EMPTY; (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY); ((ACTIVELANGUAGE <> EXTENG) AND
(ACTIVELANGUAGE <> EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED,
PARTNERED_VOL, REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES)
OR (W001A = TYPEB)) OR (W001A = DONTKNOW); (LEFTTOACCUMULATE IN W006B) OR
(LEFTTOACCUMULATE IN W044B); (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE
<> EXTSPN)) AND (W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN)) AND (W044B.CARDINAL <> 1));
SJ096_1 AMOUNT LEFT IN OLD ACCOUNT-B-1
Section: J Level: Respondent Type: Numeric Width: 7 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W008A
PENSION TYPE B - ACCOUNT
How much money did (you/he/she) leave in the old account to accumulate?
..................................................................................
1 1100000. Actual Value
9999998. DK (Don't Know); NA (Not Ascertained)
9999999. RF (Refused)
1500 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
(piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; piRvarsZ076_ReIwR_V <> REIWR; (piSecKEMPHISTORYK004_YrLastWrkPay
<> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); NOT
(((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)); (L005_ <> NO) AND L005_ <>
NONRESPONSE; (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA);
L006_ <> ONE; (L031_ <> NO) AND L031_ <> NONRESPONSE; i <=
L033AOthEmpPensCntr.ORD; ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEB)) OR (W001A = DONTKNOW); (LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE
IN W044B);
SJ097_1 AMOUNT IN PENSION NOW-B- 1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W009A
PENSION TYPE B - ACCOUNT
How much is in that account now?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
1 138000. Actual Value
1 1100000. Actual Value
3 99999998. DK (Don't Know); NA (Not Ascertained)
1 99999999. RF (Refused)
1495 Blank. INAP (Inapplicable)
SJ098_1 AMOUNT IN PENSION NOW-B - MIN- 1
Section: J Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W010A
W010A - W012A Unfolding Sequence
Did it amount to less than $___, more than $___, or what?
BREAKPOINTS: 5000, 20000, 50000, 150000
PROCEDURE(S): UnFM_2Up1Down
ENTRY POINT(S): 20000
..................................................................................
2 0. Value of Breakpoint
1 50001. Value of Breakpoint
1 150001. Value of Breakpoint
1497 Blank. INAP (Inapplicable)
SJ099_1 AMOUNT IN PENSION NOW-B - MAX- 1
Section: J Level: Respondent Type: Numeric Width: 7 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W011A
..................................................................................
1 149999. Value of Breakpoint
3 1500000. Value of Breakpoint
1497 Blank. INAP (Inapplicable)
SJ100_1 AMOUNT IN PENSION NOW-B - RESULT- 1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W012A
..................................................................................
97. Data Not Available
1 98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
1499 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
(piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; piRvarsZ076_ReIwR_V <> REIWR; (piSecKEMPHISTORYK004_YrLastWrkPay
<> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); NOT
(((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)); (L005_ <> NO) AND L005_ <>
NONRESPONSE; (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA);
(MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE;
L030ARecJobCntr <> EMPTY; (i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <>
REFUSAL) AND PENSIONLOOP3SECL[i - 1].W001A <> EMPTY); ((ACTIVELANGUAGE <>
EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN
[MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A =
BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW); (CONVERTTOANNUITY IN
W006B) OR (CONVERTTOANNUITY IN W044B); (((ACTIVELANGUAGE <> EXTENG) AND
(ACTIVELANGUAGE <> EXTSPN)) AND (W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE =
EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (W044B.CARDINAL <> 1));
SJ101_1 AMOUNT CONVERTED TO ANNUITY-B- 1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W013A
PENSION TYPE B - ACCOUNT
How much did (you/he/she) convert to annuity?
AMOUNT:
..................................................................................
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
(piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; piRvarsZ076_ReIwR_V <> REIWR; (piSecKEMPHISTORYK004_YrLastWrkPay
<> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); NOT
(((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)); (L005_ <> NO) AND L005_ <>
NONRESPONSE; (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA);
L006_ <> ONE; (L031_ <> NO) AND L031_ <> NONRESPONSE; i <=
L033AOthEmpPensCntr.ORD; ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEB)) OR (W001A = DONTKNOW); (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY
IN W044B);
SJ102_1 AGE WHEN ANNUITY STARTED-B- 1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W014A
PENSION TYPE B - ACCOUNT
How old ( were / was) (you/he/she) when (you/he/she) started receiving the
benefits from that annuity?
INTERVIEWER: IF R INDICATES BENEFITS HAVE NOT YET STARTED, ASK AT WHAT AGE
THEY WILL BEGIN, AND NOTE THIS IN COMMENT BOX
..................................................................................
1 59. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1500 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
(piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; piRvarsZ076_ReIwR_V <> REIWR; (piSecKEMPHISTORYK004_YrLastWrkPay
<> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); NOT
(((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)); (L005_ <> NO) AND L005_ <>
NONRESPONSE; (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA);
L006_ <> ONE; (L031_ <> NO) AND L031_ <> NONRESPONSE; i <=
L033AOthEmpPensCntr.ORD; ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEB)) OR (W001A = DONTKNOW); (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY
IN W044B);
SJ103_1 AMOUNT OF ANNUITY-B- 1
Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W015A
PENSION TYPE B - ACCOUNT
How much are the benefits from that annuity per month or year?
INTERVIEWER: IF BENEFITS HAVE NOT YET STARTED, RECORD WHAT BENEFITS WILL BE
AMOUNT:
..................................................................................
1 600. Actual Value
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
1500 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))); ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEB)) OR (W001A = DONTKNOW); (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY
IN W044B); ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL);
SJ104_1 AMOUNT OF ANNUITY PER-B- 1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W016A
PENSION TYPE B - ACCOUNT
INTERVIEWER: PROBE IF NECESSARY: Is that per month or year?
PER:
..................................................................................
1 4. MONTH
6. YEAR
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1500 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
piRvarsZ076_ReIwR_V <> REIWR; NOT (WORKINGNOW IN
piWORKSTATUSJ005MCurrEmpStatus) AND (piWORKSTATUSJ020_WorkforPay <> YES);
(piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)); (piEMPHISTORYK004_YrLastWrkPay <>
REFUSAL) AND (piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); (piHHX023_Cohort_V <>
AHEAD) AND (piHHX023_Cohort_V <> CODA); (K031_ <> NO) AND K031_ <> NONRESPONSE;
K034A <> EMPTY; (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY); ((ACTIVELANGUAGE <> EXTENG) AND
(ACTIVELANGUAGE <> EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED,
PARTNERED_VOL, REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES)
OR (W001A = TYPEB)) OR (W001A = DONTKNOW); (TRANSFERREDTONEWEMPLOYER IN W044B)
AND ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN));
SJ141_1 AMOUNT THE BENEFITS RECEIVED- 1
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W046A
PENSION TYPE B - ACCOUNT
How much are the benefits that (you/he/she) receive(s) per month or year?
INTERVIEWER: IF BENEFITS HAVE NOT YET STARTED, RECORD WHAT BENEFITS WILL BE
AMOUNT:
..................................................................................
3 200-2500. Actual Value
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1498 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
piRvarsZ076_ReIwR_V <> REIWR; NOT (WORKINGNOW IN
piWORKSTATUSJ005MCurrEmpStatus) AND (piWORKSTATUSJ020_WorkforPay <> YES);
(piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)); (piEMPHISTORYK004_YrLastWrkPay <>
REFUSAL) AND (piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); (piHHX023_Cohort_V <>
AHEAD) AND (piHHX023_Cohort_V <> CODA); (K031_ <> NO) AND K031_ <> NONRESPONSE;
K034A <> EMPTY; (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY); ((ACTIVELANGUAGE <> EXTENG) AND
(ACTIVELANGUAGE <> EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED,
PARTNERED_VOL, REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES)
OR (W001A = TYPEB)) OR (W001A = DONTKNOW); (TRANSFERREDTONEWEMPLOYER IN W044B)
AND ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)); W046A <>
NONRESPONSE;
SJ142_1 AMOUNT THE BENEFITS RECEIVED PER-1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W047A
PENSION TYPE B - ACCOUNT
INTERVIEWER: PROBE IF NECESSARY: Is that per month or year?
PER:
..................................................................................
3 4. MONTH
6. YEAR
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1498 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
piRvarsZ076_ReIwR_V <> REIWR; NOT (WORKINGNOW IN
piWORKSTATUSJ005MCurrEmpStatus) AND (piWORKSTATUSJ020_WorkforPay <> YES);
(piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)); (piEMPHISTORYK004_YrLastWrkPay <>
REFUSAL) AND (piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); (piHHX023_Cohort_V <>
AHEAD) AND (piHHX023_Cohort_V <> CODA); (K031_ <> NO) AND K031_ <> NONRESPONSE;
K034A <> EMPTY; (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY); ((ACTIVELANGUAGE <> EXTENG) AND
(ACTIVELANGUAGE <> EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED,
PARTNERED_VOL, REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES)
OR (W001A = TYPEB)) OR (W001A = DONTKNOW); ((ROLLEDOVERINTOIRA IN W006B) OR
(ROLLEDOVERINTOIRA IN W044B)) AND ((((ACTIVELANGUAGE <> EXTENG) AND
(ACTIVELANGUAGE <> EXTSPN)) AND (W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE =
EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (W044B.CARDINAL <> 1)));
SJ105_1 AMOUNT OF PENSION ROLLOVER-B- 1
Section: J 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); NA (Not Ascertained)
9. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
(piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; piRvarsZ076_ReIwR_V <> REIWR; (piSecKEMPHISTORYK004_YrLastWrkPay
<> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); NOT
(((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)); (L005_ <> NO) AND L005_ <>
NONRESPONSE; (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA);
L006_ <> ONE; (L031_ <> NO) AND L031_ <> NONRESPONSE; i <=
L033AOthEmpPensCntr.ORD; ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEA)) OR (W001A = DONTKNOW);
SJ107_1A DISPOSITION OF PENSION-A-1-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W021B
PENSION TYPE A - FORMULA
Now, about the part of (her/his) pension where benefits are based on a
formula.
(Do /Does (her/his)) (husband/wife/partner) expect to receive benefits from
this plan in the future, ( Are/Is) (you/he/she) receiving benefits now, did
(you/he/she) get a cash settlement when (she/he) died, did (you/he/she) lose
(your/his/her) benefits, or what?
INTERVIEWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE
FOLLOW-UP QUESTIONS
..................................................................................
3 1. EXPECTS FUTURE BENEFITS
11 2. RECEIVING BENEFITS NOW
3 3. RECEIVED CASH SETTLEMENT
2 4. ROLLED OVER INTO IRA
2 6. LOST BENEFITS
2 7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1478 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
(piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; piRvarsZ076_ReIwR_V <> REIWR; (piSecKEMPHISTORYK004_YrLastWrkPay
<> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); NOT
(((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)); (L005_ <> NO) AND L005_ <>
NONRESPONSE; (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA);
(MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE;
L030ARecJobCntr <> EMPTY; (i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <>
REFUSAL) AND PENSIONLOOP3SECL[i - 1].W001A <> EMPTY); ((ACTIVELANGUAGE <>
EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN
[MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A =
BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
SJ107_1B DISPOSITION OF PENSION-A-1-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W021B
PENSION TYPE A - FORMULA
Now, about the part of (her/his) pension where benefits are based on a
formula.
(Do /Does (her/his)) (husband/wife/partner) expect to receive benefits from
this plan in the future, ( Are/Is) (you/he/she) receiving benefits now, did
(you/he/she) get a cash settlement when (she/he) died, did (you/he/she) lose
(your/his/her) benefits, or what?
INTERVIEWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE
FOLLOW-UP QUESTIONS
..................................................................................
1. EXPECTS FUTURE BENEFITS
2. RECEIVING BENEFITS NOW
3. RECEIVED CASH SETTLEMENT
4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))); ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEA)) OR (W001A = DONTKNOW); RECEIVINGBENEFITSNOW IN W021B;
SJ113_1 MONTH START RECEIVING BENEFITS-A-1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W023A
PENSION TYPE A - FORMULA
In what month and year did (you/he/she) start to receive these benefits?
MONTH:
..................................................................................
1 1. JAN
2. FEB
1 3. MAR
1 4. APR
1 5. MAY
1 6. JUN
1 7. JUL
8. AUG
9. SEP
2 10. OCT
1 11. NOV
1 12. DEC
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1490 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))); ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEA)) OR (W001A = DONTKNOW); RECEIVINGBENEFITSNOW IN W021B;
SJ114_1 YEAR START RECEIVING BENEFITS-A- 1
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W024A
PENSION TYPE A - FORMULA
(In what month and year did (you/he/she) start to receive these benefits?)
YEAR:
..................................................................................
9 1998-2002. Actual Value
1 9998. DK (Don't Know); NA (Not Ascertained)
1 9999. RF (Refused)
1490 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))); ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEA)) OR (W001A = DONTKNOW); RECEIVINGBENEFITSNOW IN W021B;
SJ115_1 AMOUNT OF BENEFITS- 1
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W025A
PENSION TYPE A - FORMULA
How much are the benefits per month or year?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
PER:
..................................................................................
8 200-3400. Actual Value
1 9998. DK (Don't Know); NA (Not Ascertained)
2 9999. RF (Refused)
1490 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
(piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; piRvarsZ076_ReIwR_V <> REIWR; (piSecKEMPHISTORYK004_YrLastWrkPay
<> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); NOT
(((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)); (L005_ <> NO) AND L005_ <>
NONRESPONSE; (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA);
L006_ <> ONE; (L031_ <> NO) AND L031_ <> NONRESPONSE; i <=
L033AOthEmpPensCntr.ORD; ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEA)) OR (W001A = DONTKNOW); RECEIVINGBENEFITSNOW IN W021B; ((W025A <> 0) AND
(W025A <> DONTKNOW)) AND (W025A <> REFUSAL);
SJ119_1 AMOUNT OF BENEFITS PER
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W026A
PENSION TYPE A - FORMULA
(How much are the benefits per month or year?)
INTERVIEWER: PROBE IF NECESSARY: Is that per month or year?
PER:
..................................................................................
8 4. MONTH
6. YEAR
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1493 Blank. INAP (Inapplicable)
SJ116_1 AMOUNT OF PENSION BENEFITS - MIN-1
Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J116_
J116_ - J118_ Unfolding Sequence
Did they amount to less than $___, more than $___, or what, per month?
BREAKPOINTS: 200, 400, 1200, 1600
PROCEDURE(S): UnFM_2Up1down
ENTRY POINT(S): 400
User Note: Due to programming error, respondents who said don't know or
refuse at SJ115_1 were skipped past the max and result questions.
..................................................................................
2 0. Value of Breakpoint
1 400. Value of Breakpoint
1498 Blank. INAP (Inapplicable)
SJ117_1 AMOUNT OF PENSION BENEFITS - MAX-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J117_
..................................................................................
1501 Blank. INAP (Inapplicable)
SJ118_1 AMOUNT OF PENSION BENEFITS - RESULT-1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J118_
..................................................................................
97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))); ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEA)) OR (W001A = DONTKNOW); RECEIVINGBENEFITSNOW IN W021B;
SJ120_1 ADJUSTED FOR COST OF LIVING-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W028A
PENSION TYPE A - FORMULA
Are the benefits adjusted for changes in the cost of living?
..................................................................................
6 1. YES
5 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1490 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
piRvarsZ076_ReIwR_V <> REIWR; NOT (WORKINGNOW IN
piWORKSTATUSJ005MCurrEmpStatus) AND (piWORKSTATUSJ020_WorkforPay <> YES);
(piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)); (piEMPHISTORYK004_YrLastWrkPay <>
REFUSAL) AND (piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); (piHHX023_Cohort_V <>
AHEAD) AND (piHHX023_Cohort_V <> CODA); (K031_ <> NO) AND K031_ <> NONRESPONSE;
K034A <> EMPTY; (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY); ((ACTIVELANGUAGE <> EXTENG) AND
(ACTIVELANGUAGE <> EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED,
PARTNERED_VOL, REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES)
OR (W001A = TYPEA)) OR (W001A = DONTKNOW); RECEIVEDCASHSETTLEMENT IN W021B;
SJ122_1 AMOUNT OF CASH SETTLEMENT-1
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W030A
PENSION TYPE A - FORMULA
How much did the cash settlement amount to?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
2 2000-5538. Actual Value
9998. DK (Don't Know); NA (Not Ascertained)
1 9999. RF (Refused)
1498 Blank. INAP (Inapplicable)
SJ123_1 AMOUNT OF CASH SETTLEMENT - MIN-1
Section: J Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J123_
J123_ - J125_ Unfolding Sequence
Did it amount to a total of less than $___, more than $___, or what?
BREAKPOINTS: 2000, 6000, 60000, 250000
PROCEDURE(S): UnFM_2Up1down
ENTRY POINT(S): 6000
User Note: Due to programming error, respondents who said don't know or
refuse at SJ122_1 were skipped past the max and result questions.
..................................................................................
1 250001. Value of Breakpoint
1500 Blank. INAP (Inapplicable)
SJ124_1 AMOUNT OF CASH SETTLEMENT - MAX- 1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J124_
..................................................................................
1501 Blank. INAP (Inapplicable)
SJ125_1 AMOUNT OF CASH SETTLEMENT - RESULT- 1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J125_
..................................................................................
97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))); ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEA)) OR (W001A = DONTKNOW); RECEIVEDCASHSETTLEMENT IN W021B;
SJ126_1A WHAT R DID W/ CASH -1-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W031B
PENSION TYPE A - FORMULA
What did (you/he/she) do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
1 3. SAVED/INVESTED
1 4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1498 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))); ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEA)) OR (W001A = DONTKNOW); RECEIVEDCASHSETTLEMENT IN W021B;
SJ126_1B WHAT R DID W/ CASH -1-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W031B
PENSION TYPE A - FORMULA
What did (you/he/she) do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
(piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; piRvarsZ076_ReIwR_V <> REIWR; (piSecKEMPHISTORYK004_YrLastWrkPay
<> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); NOT
(((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)); (L005_ <> NO) AND L005_ <>
NONRESPONSE; (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA);
L006_ <> ONE; (L031_ <> NO) AND L031_ <> NONRESPONSE; i <=
L033AOthEmpPensCntr.ORD; ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEA)) OR (W001A = DONTKNOW); ROLLEDOVERINTOIRA IN W021B;
SJ127_1 AMOUNT OF ROLLOVER-A- 1
Section: J Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W033A
PENSION TYPE A - FORMULA
IRA ROLLOVER
How much did the rollover amount to?
AMOUNT:
..................................................................................
1 300000. Actual Value
1 999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
1499 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))); ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEA)) OR (W001A = DONTKNOW); EXPECTFUTUREBENEFITS IN W021B;
(piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN));
SJ129_1 AGE EXPECT TO REC BENEFITS-1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W035A
PENSION TYPE A - FORMULA
At what age (do / does) (you/he/she) expect to start receiving (the rest of
(her/his)) benefits from this plan?
40-94 AGE
96 ALREADY RECEIVING ALL BENEFITS
..................................................................................
2 64-85. Actual Value
96. ALREADY RECEIVING ALL BENEFITS
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1498 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))); ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEA)) OR (W001A = DONTKNOW); EXPECTFUTUREBENEFITS IN W021B;
(piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN)); W035A <> NONRESPONSE; W035A <> 96;
SJ130_1 FORM OF EXPECTED BENEFITS- 1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W036A
PENSION TYPE A - FORMULA
About how much (do / does) (you/he/she) expect these benefits to be, either as
a percent of (her/his) pay when (she/he) left that job, or as an amount per
month or year when (you/he/she) start(s) receiving them?
..................................................................................
1. PERCENT OF PAY
2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
2 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1499 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
(piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; piRvarsZ076_ReIwR_V <> REIWR; (piSecKEMPHISTORYK004_YrLastWrkPay
<> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); NOT
(((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)); (L005_ <> NO) AND L005_ <>
NONRESPONSE; (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA);
L006_ <> ONE; (L031_ <> NO) AND L031_ <> NONRESPONSE; i <=
L033AOthEmpPensCntr.ORD; ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEA)) OR (W001A = DONTKNOW); EXPECTFUTUREBENEFITS IN W021B;
(piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN)); W035A <> NONRESPONSE; W035A <> 96; W036A =
PERCENTOFPAY;
SJ131_1 EXPECTED BENEFIT-PCT FINAL PAY-1
Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W037A
PENSION TYPE A - FORMULA
INTERVIEWER: ENTER THE PERCENT OF FINAL PAY
1-100 PERCENT
PERCENT:
..................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
piRvarsZ076_ReIwR_V <> REIWR; NOT (WORKINGNOW IN
piWORKSTATUSJ005MCurrEmpStatus) AND (piWORKSTATUSJ020_WorkforPay <> YES);
(piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)); (piEMPHISTORYK004_YrLastWrkPay <>
REFUSAL) AND (piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); (piHHX023_Cohort_V <>
AHEAD) AND (piHHX023_Cohort_V <> CODA); (K031_ <> NO) AND K031_ <> NONRESPONSE;
K034A <> EMPTY; (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY); ((ACTIVELANGUAGE <> EXTENG) AND
(ACTIVELANGUAGE <> EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED,
PARTNERED_VOL, REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES)
OR (W001A = TYPEA)) OR (W001A = DONTKNOW); EXPECTFUTUREBENEFITS IN W021B;
(piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN)); W035A <> NONRESPONSE; W035A <> 96; NOT (W036A =
PERCENTOFPAY); W036A = AMOUNTPERMONTHYEAR;
SJ132_1 AMOUNT OF EXPECTED BENEFITS-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W038A
PENSION TYPE A - FORMULA
INTERVIEWER: PROBE IF NECESSARY: How much (do / does) (you/he/she) expect to
receive?
DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
(piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; piRvarsZ076_ReIwR_V <> REIWR; (piSecKEMPHISTORYK004_YrLastWrkPay
<> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); NOT
(((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)); (L005_ <> NO) AND L005_ <>
NONRESPONSE; (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA);
(MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE;
L030ARecJobCntr <> EMPTY; (i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <>
REFUSAL) AND PENSIONLOOP3SECL[i - 1].W001A <> EMPTY); ((ACTIVELANGUAGE <>
EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN
[MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A =
BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW); EXPECTFUTUREBENEFITS IN
W021B; (piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG)
OR (ACTIVELANGUAGE = EXTSPN)); W035A <> NONRESPONSE; W035A <> 96; NOT (W036A =
PERCENTOFPAY); W036A = AMOUNTPERMONTHYEAR; ((W038A <> 0) AND (W038A <>
DONTKNOW)) AND (W038A <> REFUSAL);
SJ136_1 EXPECTED BENEFITS PER-1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W039A
PENSION TYPE A - FORMULA
INTERVIEWER: PROBE IF NECESSARY: Is that per month or year?
PER:
..................................................................................
4. MONTH
6. YEAR
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1501 Blank. INAP (Inapplicable)
SJ133_1 AMOUNT OF EXPECTED BENEFITS - MIN-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J133_
J133_ - J135_ Unfolding Sequence
Do you expect a total of less than $___, more than $___, or what, per year?
BREAKPOINTS: 500, 1000, 2000, 3000
PROCEDURE(S): UnFM_2Up1down
ENTRY POINT(S): 1000
..................................................................................
1501 Blank. INAP (Inapplicable)
SJ134_1 AMOUNT OF EXPECTED BENEFITS - MAX-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J134_
..................................................................................
1501 Blank. INAP (Inapplicable)
SJ135_1 AMOUNT OF EXPECTED BENEFITS - RESULT-1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J135_
..................................................................................
97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
piRvarsZ076_ReIwR_V <> REIWR; NOT (WORKINGNOW IN
piWORKSTATUSJ005MCurrEmpStatus) AND (piWORKSTATUSJ020_WorkforPay <> YES);
(piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)); (piEMPHISTORYK004_YrLastWrkPay <>
REFUSAL) AND (piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); (piHHX023_Cohort_V <>
AHEAD) AND (piHHX023_Cohort_V <> CODA); (K031_ <> NO) AND K031_ <> NONRESPONSE;
K034A <> EMPTY; (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY); ((ACTIVELANGUAGE <> EXTENG) AND
(ACTIVELANGUAGE <> EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED,
PARTNERED_VOL, REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES)
OR (W001A = TYPEA)) OR (W001A = DONTKNOW); EXPECTFUTUREBENEFITS IN W021B;
(piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN)); W035A <> NONRESPONSE; W035A <> 96; NOT (W036A =
PERCENTOFPAY); NOT (W036A = AMOUNTPERMONTHYEAR); W036A = LUMPSUM;
SJ137_1 EXPECTED BENEFITS-LUMP SUM-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W041A
PENSION TYPE A - FORMULA
INTERVIEWER: ENTER LUMP SUM AMOUNT
AMOUNT:
..................................................................................
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL])));
SJ090_2 TYPE OF PENSION PLAN-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK.W001A
((Now I have some questions about the most important of these plans.I would
like to know about the type of the most important pension or retirement plan
(she/he) 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.)/
(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 (her/him). Was (her/his) plan
Type A or Type B?
INTERVIEWER: 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 1. TYPE A
3 2. TYPE B
1 3. BOTH TYPES
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1495 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))); ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); (ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE =
EXTSPN);
SJ139_2 PENSION WHEN LEFT-B- 2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK.W043A
PENSION TYPE B - ACCOUNT
Did (you/(her/his) (you/husband/wife/partner)) or will (you/(her/his)
(you/husband/wife/partner)) receive any benefits from this plan?
..................................................................................
3 1. YES
3 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1495 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
piRvarsZ076_ReIwR_V <> REIWR; NOT (WORKINGNOW IN
piWORKSTATUSJ005MCurrEmpStatus) AND (piWORKSTATUSJ020_WorkforPay <> YES);
(piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)); (piEMPHISTORYK004_YrLastWrkPay <>
REFUSAL) AND (piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); (piHHX023_Cohort_V <>
AHEAD) AND (piHHX023_Cohort_V <> CODA); (K031_ <> NO) AND K031_ <> NONRESPONSE;
K034A <> EMPTY; (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY); ((ACTIVELANGUAGE <> EXTENG) AND
(ACTIVELANGUAGE <> EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED,
PARTNERED_VOL, REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES)
OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
SJ091_2 AMOUNT IN PENSION WHEN LEFT-B-2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W002A
PENSION TYPE B - ACCOUNT
(For the part of (her/his) pension where money is accumulated in an account,
how /How) much money was in (her/his) account when (she/he) died?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
2 99999998. DK (Don't Know); NA (Not Ascertained)
1 99999999. RF (Refused)
1498 Blank. INAP (Inapplicable)
SJ092_2 AMT IN PENSION WHEN LEFT-B- MIN-2
Section: J Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W003A
W003A - W005A Unfolding Sequence
Did it amount to a total of less than $___, more than $___, or what?
BREAKPOINTS: 5000, 20000, 50000, 150000
PROCEDURE(S): UnFM_2Up1Down
ENTRY POINT(S): 20000
User Note: Due to programming error, respondents who said don't know or
refuse at SJ091_2 were skipped past the max and result questions.
..................................................................................
1 0. Value of Breakpoint
1 50001. Value of Breakpoint
1 150001. Value of Breakpoint
1498 Blank. INAP (Inapplicable)
SJ093_2 AMT IN PENSION WHEN LEFT-B - MAX-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W004A
..................................................................................
1501 Blank. INAP (Inapplicable)
SJ094_2 AMT IN PENSION WHEN LEFT-B-RESULT-2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W005A
..................................................................................
97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))); ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEB)) OR (W001A = DONTKNOW); NOT ((ACTIVELANGUAGE <> EXTENG) AND
(ACTIVELANGUAGE <> EXTSPN));
SJ140_2A DID WHAT W/ PENSION MONEY- 2-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W044B
PENSION TYPE B - ACCOUNT
We are interested in what (you/he/she) did with the money. When (she/he) died,
did (you/he/she) withdraw the money, roll it over into an IRA, leave it to
accumulate in the old plan, convert it to an annuity, or what?
INTERVIEWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE
FOLLOW-UP QUESTIONS
..................................................................................
1. WITHDREW THE MONEY
1 2. ROLLED OVER INTO IRA
1 3. LEFT ACCOUNT TO ACCUMULATE
4. CONVERTED TO ANNUITY
5. CONTINUED COLLECTING ALL/PART OF R’S BENEFITS
6. LOST BENEFITS
7. OTHER (SPECIFY)
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1498 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
(piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; piRvarsZ076_ReIwR_V <> REIWR; (piSecKEMPHISTORYK004_YrLastWrkPay
<> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); NOT
(((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)); (L005_ <> NO) AND L005_ <>
NONRESPONSE; (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA);
L006_ <> ONE; (L031_ <> NO) AND L031_ <> NONRESPONSE; i <=
L033AOthEmpPensCntr.ORD; ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEB)) OR (W001A = DONTKNOW); NOT ((ACTIVELANGUAGE <> EXTENG) AND
(ACTIVELANGUAGE <> EXTSPN));
SJ140_2B DID WHAT W/ PENSION MONEY- 2-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W044B
PENSION TYPE B - ACCOUNT
We are interested in what (you/he/she) did with the money. When (she/he) died,
did (you/he/she) withdraw the money, roll it over into an IRA, leave it to
accumulate in the old plan, convert it to an annuity, or what?
INTERVIEWER: 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 ACCOUNT TO ACCUMULATE
4. CONVERTED TO ANNUITY
5. CONTINUED COLLECTING ALL/PART OF R’S BENEFITS
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
piRvarsZ076_ReIwR_V <> REIWR; NOT (WORKINGNOW IN
piWORKSTATUSJ005MCurrEmpStatus) AND (piWORKSTATUSJ020_WorkforPay <> YES);
(piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)); (piEMPHISTORYK004_YrLastWrkPay <>
REFUSAL) AND (piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); (piHHX023_Cohort_V <>
AHEAD) AND (piHHX023_Cohort_V <> CODA); (K031_ <> NO) AND K031_ <> NONRESPONSE;
K034A <> EMPTY; (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY); ((ACTIVELANGUAGE <> EXTENG) AND
(ACTIVELANGUAGE <> EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED,
PARTNERED_VOL, REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES)
OR (W001A = TYPEB)) OR (W001A = DONTKNOW); (LEFTTOACCUMULATE IN W006B) OR
(LEFTTOACCUMULATE IN W044B); (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE
<> EXTSPN)) AND (W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN)) AND (W044B.CARDINAL <> 1));
SJ096_2 AMOUNT LEFT IN OLD ACCOUNT-B-2
Section: J Level: Respondent Type: Numeric Width: 7 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W008A
PENSION TYPE B - ACCOUNT
How much money did (you/he/she) leave in the old account to accumulate?
..................................................................................
9999998. DK (Don't Know); NA (Not Ascertained)
9999999. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))); ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEB)) OR (W001A = DONTKNOW); (LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE
IN W044B);
SJ097_2 AMOUNT IN PENSION NOW-B- 2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W009A
PENSION TYPE B - ACCOUNT
How much is in that account now?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
1 99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1500 Blank. INAP (Inapplicable)
SJ098_2 AMOUNT IN PENSION NOW-B - MIN- 2
Section: J Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W010A
W010A - W012A Unfolding Sequence
Did it amount to less than $___, more than $___, or what?
BREAKPOINTS: 5000, 20000, 50000, 150000
PROCEDURE(S): UnFM_2Up1Down
ENTRY POINT(S): 20000
..................................................................................
1 150001. Value of Breakpoint
1500 Blank. INAP (Inapplicable)
SJ099_2 AMOUNT IN PENSION NOW-B - MAX- 2
Section: J Level: Respondent Type: Numeric Width: 7 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W011A
..................................................................................
1 1500000. Value of Breakpoint
1500 Blank. INAP (Inapplicable)
SJ100_2 AMOUNT IN PENSION NOW-B - RESULT- 2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W012A
..................................................................................
97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
(piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; piRvarsZ076_ReIwR_V <> REIWR; (piSecKEMPHISTORYK004_YrLastWrkPay
<> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); NOT
(((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)); (L005_ <> NO) AND L005_ <>
NONRESPONSE; (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA);
(MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE;
L030ARecJobCntr <> EMPTY; (i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <>
REFUSAL) AND PENSIONLOOP3SECL[i - 1].W001A <> EMPTY); ((ACTIVELANGUAGE <>
EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN
[MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A =
BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW); (CONVERTTOANNUITY IN
W006B) OR (CONVERTTOANNUITY IN W044B); (((ACTIVELANGUAGE <> EXTENG) AND
(ACTIVELANGUAGE <> EXTSPN)) AND (W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE =
EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (W044B.CARDINAL <> 1));
SJ101_2 AMOUNT CONVERTED TO ANNUITY-B- 2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W013A
PENSION TYPE B - ACCOUNT
How much did (you/he/she) convert to annuity?
AMOUNT:
..................................................................................
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))); ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEB)) OR (W001A = DONTKNOW); (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY
IN W044B);
SJ102_2 AGE WHEN ANNUITY STARTED-B- 2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W014A
PENSION TYPE B - ACCOUNT
How old ( were / was) (you/he/she) when (you/he/she) started receiving the
benefits from that annuity?
INTERVIEWER: IF R INDICATES BENEFITS HAVE NOT YET STARTED, ASK AT WHAT AGE
THEY WILL BEGIN, AND NOTE THIS IN COMMENT BOX
..................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))); ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEB)) OR (W001A = DONTKNOW); (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY
IN W044B);
SJ103_2 AMOUNT OF ANNUITY-B- 2
Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W015A
PENSION TYPE B - ACCOUNT
How much are the benefits from that annuity per month or year?
INTERVIEWER: IF BENEFITS HAVE NOT YET STARTED, RECORD WHAT BENEFITS WILL BE
AMOUNT:
..................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))); ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEB)) OR (W001A = DONTKNOW); (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY
IN W044B); ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL);
SJ104_2 AMOUNT OF ANNUITY PER-B- 2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W016A
PENSION TYPE B - ACCOUNT
INTERVIEWER: PROBE IF NECESSARY: Is that per month or year?
PER:
..................................................................................
4. MONTH
6. YEAR
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
(piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; piRvarsZ076_ReIwR_V <> REIWR; (piSecKEMPHISTORYK004_YrLastWrkPay
<> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); NOT
(((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)); (L005_ <> NO) AND L005_ <>
NONRESPONSE; (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA);
(MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE;
L030ARecJobCntr <> EMPTY; (i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <>
REFUSAL) AND PENSIONLOOP3SECL[i - 1].W001A <> EMPTY); ((ACTIVELANGUAGE <>
EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN
[MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A =
BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW); (TRANSFERREDTONEWEMPLOYER
IN W044B) AND ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN));
SJ141_2 AMOUNT THE BENEFITS RECEIVED- 2
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W046A
PENSION TYPE B - ACCOUNT
How much are the benefits that (you/he/she) receive(s) per month or year?
INTERVIEWER: IF BENEFITS HAVE NOT YET STARTED, RECORD WHAT BENEFITS WILL BE
AMOUNT:
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
(piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; piRvarsZ076_ReIwR_V <> REIWR; (piSecKEMPHISTORYK004_YrLastWrkPay
<> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); NOT
(((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)); (L005_ <> NO) AND L005_ <>
NONRESPONSE; (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA);
L006_ <> ONE; (L031_ <> NO) AND L031_ <> NONRESPONSE; i <=
L033AOthEmpPensCntr.ORD; ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEB)) OR (W001A = DONTKNOW); (TRANSFERREDTONEWEMPLOYER IN W044B) AND
((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)); W046A <> NONRESPONSE;
SJ142_2 AMOUNT THE BENEFITS RECEIVED PER-2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEB.W047A
PENSION TYPE B - ACCOUNT
INTERVIEWER: PROBE IF NECESSARY: Is that per month or year?
PER:
..................................................................................
4. MONTH
6. YEAR
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
piRvarsZ076_ReIwR_V <> REIWR; NOT (WORKINGNOW IN
piWORKSTATUSJ005MCurrEmpStatus) AND (piWORKSTATUSJ020_WorkforPay <> YES);
(piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)); (piEMPHISTORYK004_YrLastWrkPay <>
REFUSAL) AND (piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); (piHHX023_Cohort_V <>
AHEAD) AND (piHHX023_Cohort_V <> CODA); (K031_ <> NO) AND K031_ <> NONRESPONSE;
K034A <> EMPTY; (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY); ((ACTIVELANGUAGE <> EXTENG) AND
(ACTIVELANGUAGE <> EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED,
PARTNERED_VOL, REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES)
OR (W001A = TYPEB)) OR (W001A = DONTKNOW); ((ROLLEDOVERINTOIRA IN W006B) OR
(ROLLEDOVERINTOIRA IN W044B)) AND ((((ACTIVELANGUAGE <> EXTENG) AND
(ACTIVELANGUAGE <> EXTSPN)) AND (W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE =
EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (W044B.CARDINAL <> 1)));
SJ105_2 AMOUNT OF PENSION ROLLOVER-B- 2
Section: J 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); NA (Not Ascertained)
9. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
(piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; piRvarsZ076_ReIwR_V <> REIWR; (piSecKEMPHISTORYK004_YrLastWrkPay
<> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); NOT
(((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)); (L005_ <> NO) AND L005_ <>
NONRESPONSE; (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA);
(MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE;
L030ARecJobCntr <> EMPTY; (i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <>
REFUSAL) AND PENSIONLOOP3SECL[i - 1].W001A <> EMPTY); ((ACTIVELANGUAGE <>
EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN
[MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A =
BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
SJ107_2A DISPOSITION OF PENSION-A-2-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W021B
..................................................................................
2 1. EXPECTS FUTURE BENEFITS
2. RECEIVING BENEFITS NOW
3. RECEIVED CASH SETTLEMENT
4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1499 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
(piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; piRvarsZ076_ReIwR_V <> REIWR; (piSecKEMPHISTORYK004_YrLastWrkPay
<> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); NOT
(((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)); (L005_ <> NO) AND L005_ <>
NONRESPONSE; (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA);
L006_ <> ONE; (L031_ <> NO) AND L031_ <> NONRESPONSE; i <=
L033AOthEmpPensCntr.ORD; ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEA)) OR (W001A = DONTKNOW);
SJ107_2B DISPOSITION OF PENSION-A-2-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W021B
PENSION TYPE A - FORMULA
Now, about the part of (her/his) pension where benefits are based on a
formula.
(Do /Does (her/his)) (husband/wife/partner) expect to receive benefits from
this plan in the future, ( Are/Is) (you/he/she) receiving benefits now, did
(you/he/she) get a cash settlement when (she/he) died, did (you/he/she) lose
(your/his/her) benefits, or what?
INTERVIEWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE
FOLLOW-UP QUESTIONS
..................................................................................
1. EXPECTS FUTURE BENEFITS
2. RECEIVING BENEFITS NOW
3. RECEIVED CASH SETTLEMENT
4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))); ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEA)) OR (W001A = DONTKNOW); RECEIVINGBENEFITSNOW IN W021B;
SJ113_2 MONTH START RECEIVING BENEFITS-A-2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W023A
PENSION TYPE A - FORMULA
In what month and year did (you/he/she) start to receive these benefits?
MONTH:
..................................................................................
1. JAN
2. FEB
3. MAR
4. APR
5. MAY
6. JUN
7. JUL
8. AUG
9. SEP
10. OCT
11. NOV
12. DEC
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
(piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; piRvarsZ076_ReIwR_V <> REIWR; (piSecKEMPHISTORYK004_YrLastWrkPay
<> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); NOT
(((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)); (L005_ <> NO) AND L005_ <>
NONRESPONSE; (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA);
(MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE;
L030ARecJobCntr <> EMPTY; (i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <>
REFUSAL) AND PENSIONLOOP3SECL[i - 1].W001A <> EMPTY); ((ACTIVELANGUAGE <>
EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN
[MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A =
BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW); RECEIVINGBENEFITSNOW IN
W021B;
SJ114_2 YEAR START RECEIVING BENEFITS-A- 2
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W024A
PENSION TYPE A - FORMULA
(In what month and year did (you/he/she) start to receive these benefits?)
YEAR:
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
(piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; piRvarsZ076_ReIwR_V <> REIWR; (piSecKEMPHISTORYK004_YrLastWrkPay
<> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); NOT
(((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)); (L005_ <> NO) AND L005_ <>
NONRESPONSE; (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA);
(MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE;
L030ARecJobCntr <> EMPTY; (i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <>
REFUSAL) AND PENSIONLOOP3SECL[i - 1].W001A <> EMPTY); ((ACTIVELANGUAGE <>
EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN
[MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A =
BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW); RECEIVINGBENEFITSNOW IN
W021B;
SJ115_2 AMOUNT OF BENEFITS- 2
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W025A
PENSION TYPE A - FORMULA
How much are the benefits per month or year?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
PER:
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
piRvarsZ076_ReIwR_V <> REIWR; NOT (WORKINGNOW IN
piWORKSTATUSJ005MCurrEmpStatus) AND (piWORKSTATUSJ020_WorkforPay <> YES);
(piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)); (piEMPHISTORYK004_YrLastWrkPay <>
REFUSAL) AND (piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); (piHHX023_Cohort_V <>
AHEAD) AND (piHHX023_Cohort_V <> CODA); (K031_ <> NO) AND K031_ <> NONRESPONSE;
K034A <> EMPTY; (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY); ((ACTIVELANGUAGE <> EXTENG) AND
(ACTIVELANGUAGE <> EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED,
PARTNERED_VOL, REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES)
OR (W001A = TYPEA)) OR (W001A = DONTKNOW); RECEIVINGBENEFITSNOW IN W021B;
((W025A <> 0) AND (W025A <> DONTKNOW)) AND (W025A <> REFUSAL);
SJ119_2 AMOUNT OF BENEFITS PER
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W026A
PENSION TYPE A - FORMULA
(How much are the benefits per month or year?)
INTERVIEWER: PROBE IF NECESSARY: Is that per month or year?
PER:
..................................................................................
4. MONTH
6. YEAR
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1501 Blank. INAP (Inapplicable)
SJ116_2 AMOUNT OF PENSION BENEFITS - MIN-2
Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J116_
J116_ - J118_ Unfolding Sequence
Did they amount to less than $___, more than $___, or what, per month?
BREAKPOINTS: 200, 400, 1200, 1600
PROCEDURE(S): UnFM_2Up1down
ENTRY POINT(S): 400
..................................................................................
1501 Blank. INAP (Inapplicable)
SJ117_2 AMOUNT OF PENSION BENEFITS - MAX-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J117_
..................................................................................
1501 Blank. INAP (Inapplicable)
SJ118_2 AMOUNT OF PENSION BENEFITS - RESULT-2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J118_
..................................................................................
97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))); ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEA)) OR (W001A = DONTKNOW); RECEIVINGBENEFITSNOW IN W021B;
SJ120_2 ADJUSTED FOR COST OF LIVING-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W028A
PENSION TYPE A - FORMULA
Are the benefits adjusted for changes in the cost of living?
..................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
(piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; piRvarsZ076_ReIwR_V <> REIWR; (piSecKEMPHISTORYK004_YrLastWrkPay
<> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); NOT
(((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)); (L005_ <> NO) AND L005_ <>
NONRESPONSE; (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA);
L006_ <> ONE; (L031_ <> NO) AND L031_ <> NONRESPONSE; i <=
L033AOthEmpPensCntr.ORD; ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEA)) OR (W001A = DONTKNOW); RECEIVEDCASHSETTLEMENT IN W021B;
SJ122_2 AMOUNT OF CASH SETTLEMENT-2
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W030A
PENSION TYPE A - FORMULA
How much did the cash settlement amount to?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1501 Blank. INAP (Inapplicable)
SJ123_2 AMOUNT OF CASH SETTLEMENT - MIN-2
Section: J Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J123_
J123_ - J125_ Unfolding Sequence
Did it amount to a total of less than $___, more than $___, or what?
BREAKPOINTS: 2000, 6000, 60000, 250000
PROCEDURE(S): UnFM_2Up1down
ENTRY POINT(S): 6000
..................................................................................
1501 Blank. INAP (Inapplicable)
SJ124_2 AMOUNT OF CASH SETTLEMENT - MAX- 2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J124_
..................................................................................
1501 Blank. INAP (Inapplicable)
SJ125_2 AMOUNT OF CASH SETTLEMENT - RESULT- 2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J125_
..................................................................................
97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))); ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEA)) OR (W001A = DONTKNOW); RECEIVEDCASHSETTLEMENT IN W021B;
SJ126_2A WHAT R DID W/ CASH-2-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W031B
PENSION TYPE A - FORMULA
What did (you/he/she) do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))); ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEA)) OR (W001A = DONTKNOW); RECEIVEDCASHSETTLEMENT IN W021B;
SJ126_2B WHAT R DID W/ CASH-2-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W031B
PENSION TYPE A - FORMULA
What did (you/he/she) do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
(piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; piRvarsZ076_ReIwR_V <> REIWR; (piSecKEMPHISTORYK004_YrLastWrkPay
<> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); NOT
(((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)); (L005_ <> NO) AND L005_ <>
NONRESPONSE; (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA);
L006_ <> ONE; (L031_ <> NO) AND L031_ <> NONRESPONSE; i <=
L033AOthEmpPensCntr.ORD; ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEA)) OR (W001A = DONTKNOW); ROLLEDOVERINTOIRA IN W021B;
SJ127_2 AMOUNT OF ROLLOVER-A- 2
Section: J Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W033A
PENSION TYPE A - FORMULA
IRA ROLLOVER
How much did the rollover amount to?
AMOUNT:
..................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
(piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; piRvarsZ076_ReIwR_V <> REIWR; (piSecKEMPHISTORYK004_YrLastWrkPay
<> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); NOT
(((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)); (L005_ <> NO) AND L005_ <>
NONRESPONSE; (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA);
L006_ <> ONE; (L031_ <> NO) AND L031_ <> NONRESPONSE; i <=
L033AOthEmpPensCntr.ORD; ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEA)) OR (W001A = DONTKNOW); EXPECTFUTUREBENEFITS IN W021B;
(piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN));
SJ129_2 AGE EXPECT TO REC BENEFITS-2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W035A
PENSION TYPE A - FORMULA
At what age (do / does) (you/he/she) expect to start receiving (the rest of
(her/his)) benefits from this plan?
40-94 AGE
96 ALREADY RECEIVING ALL BENEFITS
..................................................................................
96. ALREADY RECEIVING ALL BENEFITS
2 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1499 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
(piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; piRvarsZ076_ReIwR_V <> REIWR; (piSecKEMPHISTORYK004_YrLastWrkPay
<> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); NOT
(((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)); (L005_ <> NO) AND L005_ <>
NONRESPONSE; (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA);
L006_ <> ONE; (L031_ <> NO) AND L031_ <> NONRESPONSE; i <=
L033AOthEmpPensCntr.ORD; ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEA)) OR (W001A = DONTKNOW); EXPECTFUTUREBENEFITS IN W021B;
(piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN)); W035A <> NONRESPONSE; W035A <> 96;
SJ130_2 FORM OF EXPECTED BENEFITS- 2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W036A
PENSION TYPE A - FORMULA
About how much (do / does) (you/he/she) expect these benefits to be, either as
a percent of (her/his) pay when (she/he) left that job, or as an amount per
month or year when (you/he/she) start(s) receiving them?
..................................................................................
1. PERCENT OF PAY
2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST);
(piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay <>
NONRESPONSE; piRvarsZ076_ReIwR_V <> REIWR; (piSecKEMPHISTORYK004_YrLastWrkPay
<> REFUSAL) AND (piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL); NOT
(((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)); (L005_ <> NO) AND L005_ <>
NONRESPONSE; (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA);
L006_ <> ONE; (L031_ <> NO) AND L031_ <> NONRESPONSE; i <=
L033AOthEmpPensCntr.ORD; ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEA)) OR (W001A = DONTKNOW); EXPECTFUTUREBENEFITS IN W021B;
(piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN)); W035A <> NONRESPONSE; W035A <> 96; W036A =
PERCENTOFPAY;
SJ131_2 EXPECTED BENEFIT-PCT FINAL PAY-2
Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W037A
PENSION TYPE A - FORMULA
INTERVIEWER: ENTER THE PERCENT OF FINAL PAY
1-100 PERCENT
PERCENT:
..................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))); ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEA)) OR (W001A = DONTKNOW); EXPECTFUTUREBENEFITS IN W021B;
(piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN)); W035A <> NONRESPONSE; W035A <> 96; NOT (W036A =
PERCENTOFPAY); W036A = AMOUNTPERMONTHYEAR;
SJ132_2 AMOUNT OF EXPECTED BENEFITS-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W038A
PENSION TYPE A - FORMULA
INTERVIEWER: PROBE IF NECESSARY: How much (do / does) (you/he/she) expect to
receive?
DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))); ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEA)) OR (W001A = DONTKNOW); EXPECTFUTUREBENEFITS IN W021B;
(piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN)); W035A <> NONRESPONSE; W035A <> 96; NOT (W036A =
PERCENTOFPAY); W036A = AMOUNTPERMONTHYEAR; ((W038A <> 0) AND (W038A <>
DONTKNOW)) AND (W038A <> REFUSAL);
SJ136_2 EXPECTED BENEFITS PER-2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W039A
PENSION TYPE A - FORMULA
INTERVIEWER: PROBE IF NECESSARY: Is that per month or year?
PER:
..................................................................................
4. MONTH
6. YEAR
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1501 Blank. INAP (Inapplicable)
SJ133_2 AMOUNT OF EXPECTED BENEFITS - MIN-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J133_
J133_ - J135_ Unfolding Sequence
Do you expect a total of less than $___, more than $___, or what, per year?
BREAKPOINTS: 500, 1000, 2000, 3000
PROCEDURE(S): UnFM_2Up1down
ENTRY POINT(S): 1000
..................................................................................
1501 Blank. INAP (Inapplicable)
SJ134_2 AMOUNT OF EXPECTED BENEFITS - MAX-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J134_
..................................................................................
1501 Blank. INAP (Inapplicable)
SJ135_2 AMOUNT OF EXPECTED BENEFITS - RESULT-2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.J135_
..................................................................................
97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1501 Blank. INAP (Inapplicable)
((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST); piJ022_ <>
ALLOTHS; (((((((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
((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) OR
((((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(PWSELFNOWELSE.J023_MoStopWrkSelf <> DENYSLF_EMPATPW)) AND
(PWELSENOWSELF.J063_MoStopWrkPrevEmp <> DENYWORKELSEORFORNAME)); ((J083_ <>
YES) AND (J083_ <> DONTKNOW)) AND (J083_ <> REFUSAL); ((J084_ <> NO) AND (J084_
<> DONTKNOW)) AND (J084_ <> REFUSAL); J087_TypePenPlanLoop <> EMPTY; (i = 1) OR
(((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND TYPEPENPLANLOOP[i - 1].W001A <>
EMPTY) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))); ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <>
EXTSPN)) OR (Respondents[1].X066ACouplenss_V IN [MARRIED, PARTNERED_VOL,
REMARRIED, REPARTNERED_VOL]); W043A <> NO; ((W001A = BTHTYPES) OR (W001A =
TYPEA)) OR (W001A = DONTKNOW); EXPECTFUTUREBENEFITS IN W021B;
(piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN)); W035A <> NONRESPONSE; W035A <> 96; NOT (W036A =
PERCENTOFPAY); NOT (W036A = AMOUNTPERMONTHYEAR); W036A = LUMPSUM;
SJ137_2 EXPECTED BENEFITS-LUMP SUM-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: PENSIONBLOCK_TYPEA.W041A
PENSION TYPE A - FORMULA
INTERVIEWER: ENTER LUMP SUM AMOUNT
AMOUNT:
..................................................................................
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1501 Blank. INAP (Inapplicable)
SVDATE 2002 DATA MODEL VERSION
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
User Note: This variable identifies which data model was used to interview
the proxy respondent. Please reference the data description for a summary of
changes in each data model.
..................................................................................
608 1. Version 1
337 2. Version 2
449 3. Version 3
107 4. Version 4
SVERSION 2002 EXIT FINAL RELEASE VERSION NUMBER
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
..................................................................................
1501 1. HRS 2002 Exit Final Release #1
SQNR BLAISE IDENTIFICATION NUMBER
Section: J Level: Respondent Type: Character Width: 11 Decimals: 0
..................................................................................
1501 00000200010-21339900010. Blaise Identifier
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