HHID HOUSEHOLD IDENTIFICATION NUMBER
Section: K Level: Respondent Type: Character Width: 6 Decimals: 0
..................................................................................
20129 000003-502761. Household Identification Number
PN RESPONDENT PERSON IDENTIFICATION NUMBER
Section: K Level: Respondent Type: Character Width: 3 Decimals: 0
..................................................................................
11119 010. Person Identifier
451 011. Person Identifier
17 012. Person Identifier
1 013. Person Identifier
6398 020. Person Identifier
109 021. Person Identifier
5 022. Person Identifier
793 030. Person Identifier
37 031. Person Identifier
3 032. Person Identifier
1145 040. Person Identifier
49 041. Person Identifier
2 042. Person Identifier
JSUBHH 2004 SUB HOUSEHOLD IDENTIFICATION NUMBER
Section: K Level: Respondent Type: Character Width: 1 Decimals: 0
..................................................................................
19165 0. Original sample household - no split from divorce or separation
of spouses or partners
499 1. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
367 2. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
30 5. Split household - one half of couple from SUBHH 1 or 2
2 6. Split household - one half of couple from SUBHH 1 or 2
66 7. Reunited household - respondents from split household reunite
HSUBHH 2002 SUB HOUSEHOLD IDENTIFICATION NUMBER
Section: K Level: Respondent Type: Character Width: 1 Decimals: 0
..................................................................................
15943 0. Original sample household - no split from divorce or separation
of spouses or partners
451 1. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
342 2. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
15 5. Split household - one half of couple from SUBHH 1 or 2
1 6. Split household - one half of couple from SUBHH 1 or 2
47 7. Reunited household - respondents from split household reunite
3330 Blank. NEW COHORT HH
JPN_SP 2004 SPOUSE/PARTNER PERSON NUMBER
Section: K Level: Respondent Type: Character Width: 3 Decimals: 0
..................................................................................
5804 010. Person Identifier
402 011. Person Identifier
16 012. Person Identifier
1 013. Person Identifier
5297 020. Person Identifier
102 021. Person Identifier
4 022. Person Identifier
662 030. Person Identifier
33 031. Person Identifier
3 032. Person Identifier
951 040. Person Identifier
46 041. Person Identifier
2 042. Person Identifier
14 811. Spouse of Non-Original Respondent
6 821. Spouse of Non-Original Respondent
2 831. Spouse of Non-Original Respondent
3 841. Spouse of Non-Original Respondent
6781 Blank. INAP (Inapplicable)
JCSR 2004 WHETHER COVERSHEET RESPONDENT
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
..................................................................................
13643 1. Yes
7 3. 2nd Coverscreen R, answers not retained
6479 5. No
JFAMR 2004 WHETHER FAMILY RESPONDENT
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
..................................................................................
13514 1. Family R
2 3. 2nd Family R, answers not retained
6613 5. Non-Family R
JFINR 2004 WHETHER FINANCIAL RESPONDENT
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
..................................................................................
13585 1. Financial R
2 3. 2nd Financial R, answers not retained
6542 5. Non-Financial R
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
JK003 WORK FOR PAY MORE THAN FEW MOS
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.EMPHISTORY.K003_EverWrkPay
2000 Link: G3953 2002 Link: HK001
Have you ever worked for pay for more than a few months?
..................................................................................
696 1. YES
138 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
3 9. RF (Refused)
19291 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
JK004 LAST WRKED WHEN-YR
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.EMPHISTORY.K004_YrLastWrkPay
2000 Link: G3954 2002 Link: HK002
When did you last work for pay?
YEAR:
OR
YEARS AGO:
..................................................................................
664 1964-2004. Actual Value
5 9998. DK (Don't Know); NA (Not Ascertained)
3 9999. RF (Refused)
19457 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (K004_YrLastWrkPay = EMPTY)
JK005 LAST WRKED WHEN-YRS AGO
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.EMPHISTORY.K005_YrsAgoWrkPay
2000 Link: G3955 2002 Link: HK003
(When did you last work for pay?)
YEAR:
OR
YEARS AGO:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
24 1 18 6.21 4.80 20105
-----------------------------------------------------------------
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay < piInitA062T2YrsAgo_A) OR (K004_YrLastWrkPay >
YEAR (SYSDATE))) AND (K005_YrsAgoWrkPay = 0)))
AND (NOT ((K005_YrsAgoWrkPay > 2) AND (K004_YrLastWrkPay = 0)))
JK006 LAST WRKED-MO
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.EMPHISTORY.K006_
2000 Link: G3957 2002 Link: HK004
In what month was that?
..................................................................................
28 1. JAN
22 2. FEB
20 3. MAR
27 4. APR
27 5. MAY
22 6. JUN
29 7. JUL
34 8. AUG
18 9. SEP
19 10. OCT
16 11. NOV
22 12. DEC
5 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
19840 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
JK007 SELF/OTHER EMPLOYED
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.EMPHISTORY.K007_LstJobSelfOthEmp
2000 Link: G3958 2002 Link: HK005
The next questions are about the last job you had. We're interested in your
situation near the end of this job. Did you work for someone else, were you
self-employed, or what?
INTERVIEWER: IF R SAYS, 'I RAN MY OWN BUSINESS' ENTER 'SELF-EMPLOYED'
..................................................................................
584 1. SOMEONE ELSE
57 2. SELF-EMPLOYED
8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
19487 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
JK008M INDUSTRY - MASKED
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.EMPHISTORY.K008_IndLastJob
2000 Link: G3960M 2002 Link: HK006M
(What kind of business or industry did you work in-- that is, what did they
make or do at the place where you worked?\What industry did you work in? That
is, what did your company do or make? (What industry did you typically work
in?))
User Note: Code categories have been collapsed to protect participant
confidentiality.
..................................................................................
16 1. Agriculture, Forestry, Fishing (010-031)
44 2. Mining and Construction (040-060)
41 3. Manufacturing: Non-durable (100-222)
75 4. Manufacturing: Durable (230-392)
53 5. Transportation (400-472)
20 6. Wholesale (500-571)
80 7. Retail (580-691)
39 8. Finance, Insurance, and Real Estate (700-712)
51 9. Business and Repair Services (721-760)
37 10. Personal Services (761-791)
9 11. Entertainment and Recreation (800-802)
154 12. Professional and Related Services (812-892)
25 13. Public Administration (900-932)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
19485 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
JK010M TYPE WRK DONE - MASKED
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.EMPHISTORY.K010_TypeWorkLastJob
2000 Link: G3962M 2002 Link: HK007M
What sort of work did you do? (Tell me a little more about what you did.)
User Note: Code categories have been collapsed to protect participant
confidentiality.
..................................................................................
52 1. Agriculture, Forestry, Fishing (010-031)
76 2. Mining and Construction (040-060)
63 3. Manufacturing: Non-durable (100-222)
98 4. Manufacturing: Durable (230-392)
5 5. Transportation (400-472)
9 6. Wholesale (500-571)
28 7. Retail (580-691)
30 8. Finance, Insurance, and Real Estate (700-712)
73 9. Business and Repair Services (721-760)
19 10. Personal Services (761-791)
29 11. Entertainment and Recreation (800-802)
30 12. Professional and Related Services (812-892)
14 13. Public Administration (900-932)
48 14. Operators: machine (703-799)
30 15. Operators: transport, etc
34 16. Operators: handlers, etc
17. Member of Armed Forces (900)
98. DK (Don't Know); NA (Not Ascertained)
2 99. RF (Refused)
19489 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
JK011 HRS WRK PR WK
Section: K Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: SecK.EMPHISTORY.K011_
2000 Link: G3963 2002 Link: HK008
How many hours a week did you usually work (for this employer\in this
business)?
HOURS PER WEEK:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
634 1 100 39.96 13.84 19487
-----------------------------------------------------------------
8 998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND (K007_LstJobSelfOthEmp <> SLFEMPD)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
JK012 COULD REDUCE HRS IF WANTED
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.EMPHISTORY.K012_
2000 Link: G3964 2002 Link: HK009
Not counting any overtime hours, could you have reduced the number of hours in
your regular work schedule?
..................................................................................
148 1. YES
421 5. NO
3 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
19557 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND (K007_LstJobSelfOthEmp <> SLFEMPD)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((K012_ <> NO) AND K012_ <> NONRESPONSE)
JK013 COULD REDUCE HRS IF WANTED- AFFECT PAY
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.EMPHISTORY.K013_
2000 Link: G3965 2002 Link: HK010
Could you have reduced your work hours by quite a lot, say to half what you
usually worked, without affecting either your hourly pay rate or your fringe
benefits?
..................................................................................
55 1. YES
93 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
19981 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
JK014 WKS WRK PR YR
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.EMPHISTORY.K014_
2000 Link: G3966 2002 Link: HK011
INTERVIEWER: READ SLOWLY
Counting paid vacations as weeks of work, how many weeks a year did you
usually work?
# OF WEEKS:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
619 1 52 46.30 11.99 19487
-----------------------------------------------------------------
21 98. DK (Don't Know); NA (Not Ascertained)
2 99. RF (Refused)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
JK015 EARNINGS WHEN LEFT
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 2
CAI Reference: SecK.EMPHISTORY.K015_
2000 Link: G3967 2002 Link: HK012
How much were you earning, before deductions, when you (left that employer?
INTERVIEWER: IF RESPONDENT WAS A TEACHER, RECORD ANNUAL SALARY\stopped working
for the business?)
INTERVIEWER: IF AMOUNT PER HOUR, ENTER BOTH DOLLARS AND CENTS
AMOUNT:
PER:
..................................................................................
574 0-3600000. Actual Value
49 9999999998. DK (Don't Know); NA (Not Ascertained)
19 9999999999. RF (Refused)
19487 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND ((K015_ <> 0) AND K015_ <> NONRESPONSE)
JK016 EARNINGS WHEN LEFT- PER
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.EMPHISTORY.K016_
2000 Link: G3968 2002 Link: HK013
(How much were you earning, before deductions, when you (left that employer?
INTERVIEWER: IF RESPONDENT WAS A TEACHER, RECORD ANNUAL SALARY\stopped working
for the business?))
AMOUNT: (EARNINGS WHEN LEFT)
PER:
..................................................................................
242 1. HOUR
104 2. WEEK
15 3. EVERY TWO WEEKS / BI-WEEKLY
53 4. MONTH
1 5. TWICE A MONTH
148 6. YEAR
8 7. OTHER (SPECIFY)
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
19557 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (K007_LstJobSelfOthEmp <> SLFEMPD)
JK018 # OF EMPLOYEES AT LOCATION
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecK.EMPHISTORY.K018_
2000 Link: G3970 2002 Link: HK014
About how many employees worked for that company or organization at the
location where you worked?
INTERVIEWER: DO NOT PROBE DK/RF
# OF EMPLOYEES:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
476 1 50000 504.29 2705.93 19557
-----------------------------------------------------------------
94 99998. DK (Don't Know); NA (Not Ascertained)
2 99999. RF (Refused)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (K007_LstJobSelfOthEmp <> SLFEMPD)
AND (K018_ = NONRESPONSE)
JK019 ESTIMATED # EMPLOYEES AT LOCATION
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.EMPHISTORY.K019_
2000 Link: G3971 2002 Link: HK015
Was it fewer than 5, 5 to 14, 15 to 24, 25 to 99, 100 to 499, or 500 or more?
..................................................................................
4 1. FEWER THAN 5
9 2. 5 TO 14
4 3. 15 TO 24
15 4. 25 TO 99
22 5. 100 TO 499
27 6. 500 OR MORE
15 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20033 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
JK020 TOTAL # OF EMPLOYEES
Section: K Level: Respondent Type: Numeric Width: 7 Decimals: 0
CAI Reference: SecK.EMPHISTORY.K020_
2000 Link: G3972 2002 Link: HK016
About how many employees worked for that company or organization at all
locations?
INTERVIEWER: DO NOT PROBE DK/RF
(ENTER '-2' IF ONLY ONE LOCATION)
(THE NUMBER MUST BE AT LEAST AS LARGE AS K018)
# OF EMPLOYEES:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
351 0 3000000 39156.55 250687.21 19502
-----------------------------------------------------------------
53 -2. ONE LOCATION
222 9999998. DK (Don't Know); NA (Not Ascertained)
1 9999999. RF (Refused)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (K020_ = NONRESPONSE)
JK021 ESTIMATED TOTAL # EMPLOYEES
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.EMPHISTORY.K021_
2000 Link: G3973 2002 Link: HK017
Was it fewer than 5, 5 to 14, 15 to 24, 25 to 99, 100 to 499, or 500 or more?
..................................................................................
3 1. FEWER THAN 5
3 2. 5 TO 14
4 3. 15 TO 24
11 4. 25 TO 99
25 5. 100 TO 499
122 6. 500 OR MORE
55 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
19906 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
JK022 START WRK-YR
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.EMPHISTORY.K022_YrStrtWrkPay
2000 Link: G3974 2002 Link: HK018
When did you start working for (that employer\[yourself ])?
YEAR:
OR
YEARS AGO:
OR
AT AGE:
..................................................................................
648 1919-2004. Actual Value
20 9998. DK (Don't Know); NA (Not Ascertained)
7 9999. RF (Refused)
19454 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (K022_YrStrtWrkPay = EMPTY)
JK023 START WRK-YRS AGO
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.EMPHISTORY.K023_YrsAgoStrtWrkPay
2000 Link: G3975 2002 Link: HK019
(When did you start working for (that employer\[yourself ])?)
YEAR:
OR
YEARS AGO:
OR
AT AGE:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
16 3 34 10.69 8.14 20112
-----------------------------------------------------------------
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (K022_YrStrtWrkPay = EMPTY)
AND (K023_YrsAgoStrtWrkPay = EMPTY)
JK024 START WRK- AT AGE
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.EMPHISTORY.K024_AgeStrtWrkPay
2000 Link: G3976 2002 Link: HK020
(When did you start working for (that employer\[yourself ])?)
YEAR:
OR
YEARS AGO:
OR
AT AGE:
..................................................................................
4 15-47. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20125 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
JK025 EARNINGS WHEN STARTED
Section: K Level: Respondent Type: Numeric Width: 9 Decimals: 2
CAI Reference: SecK.EMPHISTORY.K025_
2000 Link: G3977 2002 Link: HK021
How much were you earning, before taxes and other deductions, when you
started?
INTERVIEWER: IF AMOUNT PER HOUR, ENTER BOTH DOLLARS AND CENTS
AMOUNT:
PER:
..................................................................................
527 0-180000. Actual Value
97 999999998. DK (Don't Know); NA (Not Ascertained)
18 999999999. RF (Refused)
19487 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND ((K025_ <> 0) AND K025_ <> NONRESPONSE)
JK026 EARNINGS WHEN STARTED- PER
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.EMPHISTORY.K026_
2000 Link: G3978 2002 Link: HK022
(How much were you earning, before taxes and other deductions, when you
started?)
AMOUNT: (EARNINGS WHEN STARTED)
PER:
..................................................................................
260 1. HOUR
90 2. WEEK
14 3. EVERY TWO WEEKS / BI-WEEKLY
45 4. MONTH
5. TWICE A MONTH
108 6. YEAR
1 11. Day
5 97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
19606 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
JK028 UNION CONTRACT/EMPLOYEE CONTRACT
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.EMPHISTORY.K028_
2000 Link: G3988 2002 Link: HK023
Were you covered on that job by a union or employee-association contract?
..................................................................................
120 1. YES
498 5. NO
9 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
19502 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
JK029M1 WHY LEFT EMPLOYER- 1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.EMPHISTORY.K029M[1]
2000 Link: G3989M1 2002 Link: HK024M1
Why did you ([See Blaise Specifications for FLK029 assignment])
INTERVIEWER: PROBE IF NECESSARY: (Did the business close, were you laid off or
let go, did you leave to take care of family members, or what?)
DO NOT PROBE BUT ENTER ALL THAT APPLY
..................................................................................
58 1. BUSINESS CLOSED; business moved or sold
106 2. LAID OFF/LET GO; temporary or seasonal job ended; contract
over; lack of work/clients/customers; downsizing;
reorganization; change of political administration; employer
died/too sick
217 3. POOR HEALTH/DISABLED; poor mental health; R died; death;
surgery; injury; old age
54 4. FAMILY CARE; marriage; pregnancy; child care; husband's wishes;
wanted more time at home; to be with family
1 5. Went to school/received more training
83 6. QUIT; bored/burned out; didn't like job/wanted a change;
problems with supervisor/co-workers; lack of pay/work
hours/promotion/benefits/help; dispute with employer; sexual
harassment; couldn't do work anymore; poor/dangerous working
conditions; too stressful
61 7. RETIRED
13 8. R (family) moved
1 9. Sold business (own); closed business (own); gave business to
another person
13. Strike
14. Divorce/Separation
15. Handed over responsibilities to other family members
2 16. Transportation; distance to work
1 23. To travel
24. Early retirement incentive/offer
25. Financially advantageous for R to not work (tax/IRS/Social
Security reasons)
3 93. Another job; self employment; start own business; work in
family business
2 94. Transferred; spouse transferred
6 95. R has not left/still has this job
96. R disputes record; didn’t work for named employer at last wave
15 97. OTHER
2 98. DK (Don't Know); NA (Not Ascertained)
1 99. RF(Refused)
19503 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
JK029M2 WHY LEFT EMPLOYER- 2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.EMPHISTORY.K029M[2]
2000 Link: G3989M1 2002 Link: HK024M2
Why did you ([See Blaise Specifications for FLK029 assignment])
INTERVIEWER: PROBE IF NECESSARY: (Did the business close, were you laid off or
let go, did you leave to take care of family members, or what?)
DO NOT PROBE BUT ENTER ALL THAT APPLY
..................................................................................
1 1. BUSINESS CLOSED; business moved or sold
2 2. LAID OFF/LET GO; temporary or seasonal job ended; contract
over; lack of work/clients/customers; downsizing;
reorganization; change of political administration; employer
died/too sick
4 3. POOR HEALTH/DISABLED; poor mental health; R died; death;
surgery; injury; old age
4 4. FAMILY CARE; marriage; pregnancy; child care; husband's wishes;
wanted more time at home; to be with family
5. Went to school/received more training
4 6. QUIT; bored/burned out; didn't like job/wanted a change;
problems with supervisor/co-workers; lack of pay/work
hours/promotion/benefits/help; dispute with employer; sexual
harassment; couldn't do work anymore; poor/dangerous working
conditions; too stressful
3 7. RETIRED
1 8. R (family) moved
9. Sold business (own); closed business (own); gave business to
another person
13. Strike
14. Divorce/Separation
15. Handed over responsibilities to other family members
1 16. Transportation; distance to work
23. To travel
24. Early retirement incentive/offer
25. Financially advantageous for R to not work (tax/IRS/Social
Security reasons)
93. Another job; self employment; start own business; work in
family business
1 94. Transferred; spouse transferred
1 95. R has not left/still has this job
96. R disputes record; didn’t work for named employer at last wave
4 97. OTHER
98. DK (Don't Know); NA (Not Ascertained)
99. RF(Refused)
20103 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
JK029M3 WHY LEFT EMPLOYER- 3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.EMPHISTORY.K029M[3]
Why did you ([See Blaise Specifications for FLK029 assignment])
INTERVIEWER: PROBE IF NECESSARY: (Did the business close, were you laid off or
let go, did you leave to take care of family members, or what?)
DO NOT PROBE BUT ENTER ALL THAT APPLY
..................................................................................
1. BUSINESS CLOSED; business moved or sold
2. LAID OFF/LET GO; temporary or seasonal job ended; contract
over; lack of work/clients/customers; downsizing;
reorganization; change of political administration; employer
died/too sick
3. POOR HEALTH/DISABLED; poor mental health; R died; death;
surgery; injury; old age
4. FAMILY CARE; marriage; pregnancy; child care; husband's wishes;
wanted more time at home; to be with family
5. Went to school/received more training
6. QUIT; bored/burned out; didn't like job/wanted a change;
problems with supervisor/co-workers; lack of pay/work
hours/promotion/benefits/help; dispute with employer; sexual
harassment; couldn't do work anymore; poor/dangerous working
conditions; too stressful
1 7. RETIRED
8. R (family) moved
9. Sold business (own); closed business (own); gave business to
another person
13. Strike
14. Divorce/Separation
15. Handed over responsibilities to other family members
16. Transportation; distance to work
23. To travel
24. Early retirement incentive/offer
25. Financially advantageous for R to not work (tax/IRS/Social
Security reasons)
93. Another job; self employment; start own business; work in
family business
94. Transferred; spouse transferred
95. R has not left/still has this job
96. R disputes record; didn’t work for named employer at last wave
1 97. OTHER
98. DK (Don't Know); NA (Not Ascertained)
99. RF(Refused)
20127 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE)
AND (NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20)))
AND ((K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
JK029M4 WHY LEFT EMPLOYER- 4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.EMPHISTORY.K029M[4]
Why did you ([See Blaise Specifications for FLK029 assignment])
INTERVIEWER: PROBE IF NECESSARY: (Did the business close, were you laid off or
let go, did you leave to take care of family members, or what?)
DO NOT PROBE BUT ENTER ALL THAT APPLY
..................................................................................
1. BUSINESS CLOSED; business moved or sold
2. LAID OFF/LET GO; temporary or seasonal job ended; contract
over; lack of work/clients/customers; downsizing;
reorganization; change of political administration; employer
died/too sick
3. POOR HEALTH/DISABLED; poor mental health; R died; death;
surgery; injury; old age
4. FAMILY CARE; marriage; pregnancy; child care; husband's wishes;
wanted more time at home; to be with family
5. Went to school/received more training
6. QUIT; bored/burned out; didn't like job/wanted a change;
problems with supervisor/co-workers; lack of pay/work
hours/promotion/benefits/help; dispute with employer; sexual
harassment; couldn't do work anymore; poor/dangerous working
conditions; too stressful
7. RETIRED
8. R (family) moved
9. Sold business (own); closed business (own); gave business to
another person
13. Strike
14. Divorce/Separation
15. Handed over responsibilities to other family members
16. Transportation; distance to work
23. To travel
24. Early retirement incentive/offer
25. Financially advantageous for R to not work (tax/IRS/Social
Security reasons)
93. Another job; self employment; start own business; work in
family business
94. Transferred; spouse transferred
95. R has not left/still has this job
96. R disputes record; didn’t work for named employer at last wave
97. OTHER
98. DK (Don't Know); NA (Not Ascertained)
99. RF(Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
JK031 INCLUDED IN PENSION PLAN
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.K031_
2000 Link: G3990 2002 Link: HK026
(Were\Aside from IRAs not sponsored by your business or Keogh plans, were)
you included in a pension or retirement plan, or in any tax deferred savings
plan, through your work when you worked for (that employer\[yourself ])?
..................................................................................
222 1. YES
417 5. NO
2 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
19487 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
JK032 # PENSION PLANS
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.K032_NumPensLstJob
2000 Link: G3991 2002 Link: HK027
In how many different pension plans were you included on that job?
1-8 PLANS
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
212 0 4 1.17 0.49 19914
-----------------------------------------------------------------
95. DENIES BEING INCLUDED IN PENSION PLAN
2 98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((K031_ <> NO) AND K031_ <> NONRESPONSE)
AND (K032_NumPensLstJob = DONTKNOW)
JK033 ONE PLAN OR MORE
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.K033_
Is this just one plan or more than one?
..................................................................................
1 1. ONE PLAN
3. MORE THAN ONE
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20127 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW001a TYPE OF PENSION PLAN-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].W001A
2000 Link: G3994_1 2002 Link: HK029_1
(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 most
important of these plans.
I would like to know what type of plan this was.\Now I have some questions
about the ne)
([See Blaise Specifications for FLParen1In assignment]) some retirement
plans, call them Type A, benefits are usually based on a formula involving
age, years of service and salary. In other plans, call them Type B, money is
accumulated in an account for you. ([See Blaise Specifications for FLParen2
assignment]) Was your 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'
..................................................................................
98 1. TYPE A
93 2. TYPE B
11 3. BOTH TYPES
6 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
19921 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW002a AMOUNT IN PENSION WHEN LEFT-B-1
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEB.W002A
2000 Link: G3995_1 2002 Link: HK030_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(For the part of [her \his ] pension where money was accumulated in an
account, how \How) much money was in your account when you left that
(Employer Business)?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
81 0 480000 42945.80 74602.47 20019
-----------------------------------------------------------------
27 999998. DK (Don't Know); NA (Not Ascertained)
2 999999. RF (Refused)
JKW003a AMOUNT IN PENSION WHEN LEFT-B -MIN-1
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEB.W003A
W003A-W005A Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 5000, 20000, 50000, 150000
ENTRY POINT: 20000
..................................................................................
21 0. Value of Breakpoint
4 5001. Value of Breakpoint
2 20001. Value of Breakpoint
1 50001. Value of Breakpoint
1 150001. Value of Breakpoint
20100 Blank. INAP (Inapplicable)
JKW004a AMOUNT IN PENSION WHEN LEFT-B -MAX-1
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEB.W004A
..................................................................................
6 4999. Value of Breakpoint
6 19999. Value of Breakpoint
2 49999. Value of Breakpoint
1 149999. Value of Breakpoint
14 99999996. Greater than Maximum Breakpoint
20100 Blank. INAP (Inapplicable)
JKW005a AMOUNT IN PENSION WHEN LEFT-B -RESULT-1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEB.W005A
..................................................................................
97. Data Not Available
13 98. DK (Don't Know); NA (Not Ascertained)
2 99. RF (Refused)
20114 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW006a1 DISPOSITION OF PENSION-B-1-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEB.W006B[1]
2000 Link: G3996_1 2002 Link: HK034_1A
[F1]--Help
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
When you ([See Blaise Specifications for FLW006 assignment]) did you withdraw
the money, roll it over into an IRA, leave it to accumulate in the old plan,
convert it to an annuity, ([See Blaise Specifications for FLW006_2
assignment]) or what?
INTERVIEWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE
FOLLOW-UP QUESTIONS
..................................................................................
35 1. WITHDREW THE MONEY
21 2. ROLLED OVER INTO IRA
38 3. LEFT TO ACCUMULATE
1 4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
3 6. LOST BENEFITS
8 7. OTHER (SPECIFY)
3 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
20019 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW006a2 DISPOSITION OF PENSION-B-1-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEB.W006B[2]
2000 Link: G3996_1 2002 Link: HK034_1B
[F1]--Help
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
When you ([See Blaise Specifications for FLW006 assignment]) did you withdraw
the money, roll it over into an IRA, leave it to accumulate in the old plan,
convert it to an annuity, ([See Blaise Specifications for FLW006_2
assignment]) 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 TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW006a3 DISPOSITION OF PENSION-B-1-3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEB.W006B[3]
2000 Link: G3996_2 2002 Link: HK034_2A
[F1]--Help
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
When you ([See Blaise Specifications for FLW006 assignment]) did you withdraw
the money, roll it over into an IRA, leave it to accumulate in the old plan,
convert it to an annuity, ([See Blaise Specifications for FLW006_2
assignment]) 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 TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW008a AMOUNT LEFT IN OLD ACCOUNT-B-1
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEB.W008A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much money did you leave in the old account to accumulate?
..................................................................................
1 1500. Actual Value
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW009a AMOUNT IN PENSION NOW-B-1
Section: K Level: Respondent Type: Numeric Width: 7 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEB.W009A
2000 Link: G3997_1 2002 Link: HK036_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much is in that account now?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
25 0 2000000 138424.00 394814.45 20093
-----------------------------------------------------------------
9 9999998. DK (Don't Know); NA (Not Ascertained)
2 9999999. RF (Refused)
JKW010a AMOUNT IN PENSION NOW-B -MIN-1
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEB.W010A
W010A-W012A Unfolding Sequence
Question text: Does it amount to less than $______, more than $______, or
what?
PROCEDURE: UnFM_3Up
BREAKPOINTS: 10000, 20000, 50000, 150000
ENTRY POINT: 10000
..................................................................................
6 0. Value of Breakpoint
1 10000. Value of Breakpoint
1 20001. Value of Breakpoint
3 50001. Value of Breakpoint
20118 Blank. INAP (Inapplicable)
JKW011a AMOUNT IN PENSION NOW-B -MAX-1
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEB.W011A
..................................................................................
1 9999. Value of Breakpoint
1 10000. Value of Breakpoint
1 49999. Value of Breakpoint
3 149999. Value of Breakpoint
5 99999996. Greater than Maximum Breakpoint
20118 Blank. INAP (Inapplicable)
JKW012a AMOUNT IN PENSION NOW-B -RESULT-1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEB.W012A
..................................................................................
97. Data Not Available
3 98. DK (Don't Know); NA (Not Ascertained)
2 99. RF (Refused)
20124 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW013a AMOUNT CONVERTED TO ANNUITY-B-1
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEB.W013A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much did you convert to an annuity?
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW014a AGE WHEN ANNUITY STARTED-B-1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEB.W014A
2000 Link: G3998_1 2002 Link: HK041_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How old were you when you 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 53. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW015a AMOUNT OF ANNUITY-B-1
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEB.W015A
2000 Link: G3999_1 2002 Link: HK042_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
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:
PER:
..................................................................................
1 300. Actual Value
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW016a AMOUNT OF ANNUITY PER-B-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEB.W016A
2000 Link: G4000_1 2002 Link: HK043_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: PROBE IF NECESSARY: Is that per month or year?
AMOUNT: $ (AMOUNT OF ANNUITY-B)
PER:
..................................................................................
1 4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW049a ANNUITY BENEFITS DURATION-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEB.W049A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
Will this payment continue ([See Blaise Specifications for FLJ669_2
assignment]) as long as you live, ([piW049] live \[piW049] lives ) is it for
a fixed time period, or what?
..................................................................................
1. AS LONG AS R LIVES
1 2. AS LONG AS R OR SPOUSE LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20128 Blank. INAP (Inapplicable)
JKW051a ANNUITY BENEFITS-UNTIL YR -1
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20129 Blank. INAP (Inapplicable)
JKW052a ANNUITY BENEFITS-UNTIL AGE -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
..................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20129 Blank. INAP (Inapplicable)
JKW053a ANNUITY BENEFITS-YEARS -1
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW054a SPP DIE WILL ANNUITY INCOME CHANGE -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEB.W054A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
If you or your (husband\wife\partner) should die, will the income from the
annuity change, stay the same, or what?
..................................................................................
1 1. CHANGE
3. STAY THE SAME
7. OTHER (Specify)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW018a AMOUNT OF PENSION ROLLOVER-B-1
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEB.W018A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much did the rollover amount to?
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW019a AMOUNT OF TRANSFER-B-1
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEB.W019A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much did the transfer amount to?
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW056a HOW MUCH MONEY WITHDRAWN -1
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEB.W056A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much money did you withdraw?
..................................................................................
1 5700. Actual Value
1 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20127 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW057a WHAT DONE WITH MONEY WITHDRAWN-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEB.W057A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
4 1. BOUGHT DURABLES
12 2. SPENT IT
7 3. SAVED/INVESTED
9 4. PAID OFF DEBT
5. ROLLED INTO IRA
3 7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20094 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW021a1 DISPOSITION OF PENSION-A-1-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.W021B[1]
2000 Link: G4002001 2002 Link: HK046_1A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now, about the part of [her \his ] pension where benefits are based on a
formula.)
Do you expect to receive benefits from this plan in the future, are you
receiving benefits now, did you get a cash settlement when you left, did you
lose your benefits, did you roll over into an IRA, or what?
INTERVIEWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE
FOLLOW-UP QUESTIONS
..................................................................................
32 1. EXPECT FUTURE BENEFITS
47 2. RECEIVING BENEFITS NOW
17 3. RECEIVED CASH SETTLEMENT
5 4. ROLLED OVER INTO IRA
6 6. LOST BENEFITS
4 7. OTHER (SPECIFY)
3 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
20014 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW021a2 DISPOSITION OF PENSION-A-1-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.W021B[2]
2000 Link: G4002001 2002 Link: HK046_1B
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now, about the part of [her \his ] pension where benefits are based on a
formula.)
Do you expect to receive benefits from this plan in the future, are you
receiving benefits now, did you get a cash settlement when you left, did you
lose your benefits, did you roll over into an IRA, or what?
INTERVIEWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE
FOLLOW-UP QUESTIONS
..................................................................................
1 1. EXPECT FUTURE BENEFITS
2. RECEIVING BENEFITS NOW
1 3. RECEIVED CASH SETTLEMENT
1 4. ROLLED OVER INTO IRA
6. LOST BENEFITS
1 7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20125 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW021a3 DISPOSITION OF PENSION-A-1-3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.W021B[3]
2000 Link: G4002007 2002 Link: HK046_2A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now, about the part of [her \his ] pension where benefits are based on a
formula.)
Do you expect to receive benefits from this plan in the future, are you
receiving benefits now, did you get a cash settlement when you left, did you
lose your benefits, did you roll over into an IRA, or what?
INTERVIEWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE
FOLLOW-UP QUESTIONS
..................................................................................
1. EXPECT FUTURE BENEFITS
2. RECEIVING BENEFITS NOW
3. RECEIVED CASH SETTLEMENT
4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW023a MONTH START RECEIVING BENEFITS-A-1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.W023A
2000 Link: G4003_1 2002 Link: HK047_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
In what month and year did you start to receive these benefits?
MONTH:
YEAR:
..................................................................................
3 1. JAN
3 2. FEB
2 3. MAR
2 4. APR
7 5. MAY
6 6. JUN
7 7. JUL
3 8. AUG
4 9. SEP
5 10. OCT
3 11. NOV
1 12. DEC
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20082 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW024a YEAR START RECEIVING BENEFITS-A-1
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.W024A
2000 Link: G4004_1 2002 Link: HK048_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(In what month and year did you start to receive these benefits?)
MONTH: (MONTH START RECEIVING BENEFITS-A)
YEAR:
..................................................................................
45 1992-2004. Actual Value
1 9998. DK (Don't Know); NA (Not Ascertained)
1 9999. RF (Refused)
20082 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW025a AMOUNT OF BENEFITS-1
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.W025A
2000 Link: G4005_1 2002 Link: HK049_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much are the benefits per month or year?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
PER:
..................................................................................
41 65-32000. Actual Value
1 99998. DK (Don't Know); NA (Not Ascertained)
5 99999. RF (Refused)
20082 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW026a AMOUNT OF BENEFITS PER-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.W026A
2000 Link: G4006_1 2002 Link: HK053_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(How much are the benefits per month or year?)
INTERVIEWER: PROBE IF NECESSARY: Is that per month or year?
AMOUNT: (AMOUNT OF BENEFITS)
PER:
..................................................................................
37 4. MONTH
4 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20088 Blank. INAP (Inapplicable)
JK116a AMOUNT OF PENSION BENEFITS- MIN-1
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.J116_
..................................................................................
1 401. Value of Breakpoint
3 1201. Value of Breakpoint
2 1601. Value of Breakpoint
20123 Blank. INAP (Inapplicable)
JK117a AMOUNT OF PENSION BENEFITS- MAX-1
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.J117_
..................................................................................
2 1599. Value of Breakpoint
4 99999996. Greater than Maximum Breakpoint
20123 Blank. INAP (Inapplicable)
JK118a AMOUNT OF PENSION BENEFITS- RESULT-1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.J118_
..................................................................................
97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
2 99. RF (Refused)
20127 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW028a ADJUSTED FOR COST OF LIVING-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.W028A
2000 Link: G4008_1 2002 Link: HK054_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
Are the benefits adjusted for changes in the cost of living?
..................................................................................
25 1. YES
21 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20082 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW029a EVER ADJUSTED FOR COST OF LIVING-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.W029A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
Have they ever been adjusted for changes in the cost of living?
..................................................................................
4 1. YES
17 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20107 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW059a BENEFITS ADJUSTED AUTOMATICALLY -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.W059A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
Are the benefits adjusted automatically?
..................................................................................
23 1. YES
2 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20104 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW030a AMOUNT OF CASH SETTLEMENT-1
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.W030A
2000 Link: G4010_1 2002 Link: HK059_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much did the cash settlement amount to?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
13 2000 500000 82846.15 158005.55 20112
-----------------------------------------------------------------
4 999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
JK123a AMOUNT OF CASH SETTLEMENT - MIN-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.J123_
..................................................................................
4 0. Value of Breakpoint
20125 Blank. INAP (Inapplicable)
JK124a AMOUNT OF CASH SETTLEMENT - MAX-1
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.J124_
..................................................................................
3 1999. Value of Breakpoint
1 99999996. Greater than Maximum Breakpoint
20125 Blank. INAP (Inapplicable)
JK125a AMOUNT OF CASH SETTLEMENT- RESULT-1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.J125_
..................................................................................
97. Data Not Available
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW031a1 WHAT R DID W/ CASH-A-1-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.W031B[1]
2000 Link: G4011001 2002 Link: HK060_1A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
1. BOUGHT DURABLES
5 2. SPENT IT
7 3. SAVED/INVESTED
3 4. PAID OFF DEBT
2 5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20112 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW031a2 WHAT R DID W/ CASH-A-1-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.W031B[2]
2000 Link: G4010_2 2002 Link: HK060_2A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
1 7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW031a3 WHAT R DID W/ CASH-A-1-3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.W031B[3]
2000 Link: G4011013 2002 Link: HK060_3A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW033a AMOUNT OF ROLLOVER-A-1
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.W033A
2000 Link: G4012_1 2002 Link: HK061_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
IRA ROLLOVER
How much did the rollover amount to?
AMOUNT:
..................................................................................
3 4000-525000. Actual Value
999998. DK (Don't Know); NA (Not Ascertained)
3 999999. RF (Refused)
20123 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW034a NUMBER OF YEARS IN PLAN-1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.W034A
2000 Link: G4013_1 2002 Link: HK062_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How many years altogether were you included in this plan?
INTERVIEWER: INCLUDE YEARS WITH OTHER EMPLOYERS IF SAME PLAN
ROUND THE VALUE TO THE NEAREST YEAR
0-50 YEARS
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
33 1 34 17.42 11.13 20096
-----------------------------------------------------------------
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW035a AGE EXPECT TO REC BENEFITS-1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.W035A
2000 Link: G4014_1 2002 Link: HK063_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
40-94 AGE
96 ALREADY RECEIVING ALL BENEFITS
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
28 52 67 60.79 4.48 20098
-----------------------------------------------------------------
96. ALREADY RECEIVING ALL BENEFITS
3 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW036a FORM OF EXPECTED BENEFITS-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.W036A
2000 Link: G4015_1 2002 Link: HK064_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
..................................................................................
3 1. PERCENT OF PAY
18 2. AMOUNT PER MONTH/YEAR
1 3. LUMP SUM
6 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20101 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW037a EXPECTED BENEFIT-PCT FINAL PAY-1
Section: K Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.W037A
2000 Link: G4016_1 2002 Link: HK065_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: ENTER THE PERCENT OF FINAL PAY
1-100 PERCENT
PERCENT:
..................................................................................
3 56-100. INAP (Inapplicable)
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
20126 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW038a AMOUNT OF EXPECTED BENEFITS-1
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.W038A
2000 Link: G4017_1 2002 Link: HK066_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: PROBE IF NECESSARY: How much do you expect to receive?
DO NOT PROBE DK/RF
AMOUNT:
PER:
..................................................................................
13 200-30000. Actual Value
5 99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20111 Blank. INAP (Innapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW039a EXPECTED BENEFITS PER-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.W039A
2000 Link: G4018_1 2002 Link: HK067_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: PROBE IF NECESSARY: Is that per month or year?
AMOUNT: (AMOUNT OF EXPECTED BENEFITS)
PER:
..................................................................................
12 4. MONTH
1 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20116 Blank. INAP (Inapplicable)
JK133a AMOUNT OF EXPECTED BENEFITS- MIN-1
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.J133_
..................................................................................
2 0. Value of Breakpoint
1 500. Value of Breakpoint
1 1000. Value of Breakpoint
1 3001. Value of Breakpoint
20124 Blank. INAP (Inapplicable)
JK134a AMOUNT OF EXPECTED BENEFITS- MAX-1
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.J134_
..................................................................................
1 499. Value of Breakpoint
1 500. Value of Breakpoint
1 1000. Value of Breakpoint
2 99999996. Greater than Maximum Breakpoint
20124 Blank. INAP (Inapplicable)
JK135a AMOUNT OF EXPECTED BENEFITS- RESULT-1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.J135_
..................................................................................
97. Data Not Available
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW041a EXPECTED BENEFITS-LUMP SUM-1
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPEA.W041A
2000 Link: G4020_1 2002 Link: HK071_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: ENTER LUMP SUM AMOUNT
AMOUNT:
..................................................................................
1 11000. Actual Value
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND ((((piWhichSection < 4) AND (W001A <> REFUSAL)) AND (ACTIVELANGUAGE <>
EXTENG)) AND (ACTIVELANGUAGE <> EXTSPN))
JKW042a EARLIEST AGE LEAVE/REC PENSION-1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].W042EarlyAgeRecPen
2000 Link: G4028_1 2002 Link: HK072_1
What is the earliest age at which you could have left that job and begun to
receive pension benefits from this plan?
30-80 AGE
95 NO AGE REQUIREMENT
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
151 39 70 57.72 5.54 19921
-----------------------------------------------------------------
27 95. NO AGE REQUIREMENT
29 98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW001b TYPE OF PENSION PLAN-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].W001A
2000 Link: G3994_2 2002 Link: HK029_2
(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 most
important of these plans.
I would like to know what type of plan this was.\Now I have some questions
about the ne)
([See Blaise Specifications for FLParen1In assignment]) some retirement
plans, call them Type A, benefits are usually based on a formula involving
age, years of service and salary. In other plans, call them Type B, money is
accumulated in an account for you. ([See Blaise Specifications for FLParen2
assignment]) Was your 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'
..................................................................................
14 1. TYPE A
21 2. TYPE B
2 3. BOTH TYPES
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20091 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW002b AMOUNT IN PENSION WHEN LEFT-B-2
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEB.W002A
2000 Link: G3995_2 2002 Link: HK030_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(For the part of [her \his ] pension where money was accumulated in an
account, how \How) much money was in your account when you left that
(Employer Business)?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
17 0 420000 86781.47 124251.10 20105
-----------------------------------------------------------------
5 999998. DK (Don't Know); NA (Not Ascertained)
2 999999. RF (Refused)
JKW003b AMOUNT IN PENSION WHEN LEFT-B -MIN-2
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEB.W003A
W003A-W005A Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 5000, 20000, 50000, 150000
ENTRY POINT: 20000
..................................................................................
2 0. Value of Breakpoint
2 5001. Value of Breakpoint
2 20001. Value of Breakpoint
1 50001. Value of Breakpoint
20122 Blank. INAP (Inapplicable)
JKW004b AMOUNT IN PENSION WHEN LEFT-B -MAX-2
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEB.W004A
..................................................................................
2 19999. Value of Breakpoint
1 49999. Value of Breakpoint
1 149999. Value of Breakpoint
3 99999996. Greater than Maximum Breakpoint
20122 Blank. INAP (Inapplicable)
JKW005b AMOUNT IN PENSION WHEN LEFT-B -RESULT-2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEB.W005A
..................................................................................
97. Data Not Available
1 98. DK (Don't Know); NA (Not Ascertained)
2 99. RF (Refused)
20126 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW006b1 DISPOSITION OF PENSION-B-2-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEB.W006B[1]
[F1]--Help
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
When you ([See Blaise Specifications for FLW006 assignment]) did you withdraw
the money, roll it over into an IRA, leave it to accumulate in the old plan,
convert it to an annuity, ([See Blaise Specifications for FLW006_2
assignment]) or what?
INTERVIEWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE
FOLLOW-UP QUESTIONS
..................................................................................
2 1. WITHDREW THE MONEY
8 2. ROLLED OVER INTO IRA
10 3. LEFT TO ACCUMULATE
1 4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
1 6. LOST BENEFITS
7. OTHER (SPECIFY)
1 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
20105 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW006b2 DISPOSITION OF PENSION-B -2-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEB.W006B[2]
[F1]--Help
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
When you ([See Blaise Specifications for FLW006 assignment]) did you withdraw
the money, roll it over into an IRA, leave it to accumulate in the old plan,
convert it to an annuity, ([See Blaise Specifications for FLW006_2
assignment]) 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 TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW006b3 DISPOSITION OF PENSION-B-2-3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEB.W006B[3]
[F1]--Help
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
When you ([See Blaise Specifications for FLW006 assignment]) did you withdraw
the money, roll it over into an IRA, leave it to accumulate in the old plan,
convert it to an annuity, ([See Blaise Specifications for FLW006_2
assignment]) 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 TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW008b AMOUNT LEFT IN OLD ACCOUNT-B-2
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEB.W008A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much money did you leave in the old account to accumulate?
..................................................................................
1 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW009b AMOUNT IN PENSION NOW-B-2
Section: K Level: Respondent Type: Numeric Width: 7 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEB.W009A
2000 Link: G3997_2 2002 Link: HK036_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much is in that account now?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
9 0-176000. Actual Value
2 9999998. DK (Don't Know); NA (Not Ascertained)
9999999. RF (Refused)
20118 Blank. INAP (Innapplicable)
JKW010b AMOUNT IN PENSION NOW-B -MIN-2
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEB.W010A
W010A-W012A Unfolding Sequence
Question text: Does it amount to less than $______, more than $______, or
what?
PROCEDURE: UnFM_3Up
BREAKPOINTS: 10000, 20000, 50000, 150000
ENTRY POINT: 10000
..................................................................................
1 0. Value of Breakpoint
1 20001. Value of Breakpoint
20127 Blank. INAP (Inapplicable)
JKW011b AMOUNT IN PENSION NOW-B -MAX-2
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEB.W011A
..................................................................................
1 49999. Value of Breakpoint
1 99999996. Greater than Maximum Breakpoint
20127 Blank. INAP (Inapplicable)
JKW012b AMOUNT IN PENSION NOW-B -RESULT-2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEB.W012A
..................................................................................
97. Data Not Available
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW013b AMOUNT CONVERTED TO ANNUITY-B-2
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEB.W013A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much did you convert to an annuity?
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW014b AGE WHEN ANNUITY STARTED-B-2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEB.W014A
2000 Link: G3998_2 2002 Link: HK041_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How old were you when you 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 55. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW015b AMOUNT OF ANNUITY-B-2
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEB.W015A
2000 Link: G3999_2 2002 Link: HK042_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
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:
PER:
..................................................................................
1 2500. Actual Value
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW016b AMOUNT OF ANNUITY PER-B-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEB.W016A
2000 Link: G4000_2 2002 Link: HK043_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: PROBE IF NECESSARY: Is that per month or year?
AMOUNT: $ (AMOUNT OF ANNUITY-B)
PER:
..................................................................................
1 4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW049b ANNUITY BENEFITS DURATION-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEB.W049A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
Will this payment continue ([See Blaise Specifications for FLJ669_2
assignment]) as long as you live, ([piW049] live \[piW049] lives ) is it for
a fixed time period, or what?
..................................................................................
1. AS LONG AS R LIVES
2. AS LONG AS R OR SPOUSE LIVES
1 3. FOR A FIXED TIME PERIOD
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20128 Blank. INAP (Inapplicable)
JKW051b ANNUITY BENEFITS-UNTIL YR -2
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20129 Blank. INAP (Inapplicable)
JKW052b ANNUITY BENEFITS-UNTIL AGE -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
..................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20129 Blank. INAP (Inapplicable)
JKW053b ANNUITY BENEFITS-YEARS -2
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW054b SPP DIE WILL ANNUITY INCOME CHANGE -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEB.W054A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
If you or your (husband\wife\partner) should die, will the income from the
annuity change, stay the same, or what?
..................................................................................
1. CHANGE
1 3. STAY THE SAME
7. OTHER (Specify)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW018b AMOUNT OF PENSION ROLLOVER-B-2
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEB.W018A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much did the rollover amount to?
AMOUNT:
..................................................................................
1 10000. Actual Value
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW019b AMOUNT OF TRANSFER-B-2
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEB.W019A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much did the transfer amount to?
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW056b HOW MUCH MONEY WITHDRAWN -2
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEB.W056A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much money did you withdraw?
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW057b WHAT DONE WITH MONEY WITHDRAWN-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEB.W057A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
1. BOUGHT DURABLES
2 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)
20127 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW021b1 DISPOSITION OF PENSION-A-2-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.W021B[1]
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now, about the part of [her \his ] pension where benefits are based on a
formula.)
Do you expect to receive benefits from this plan in the future, are you
receiving benefits now, did you get a cash settlement when you left, did you
lose your benefits, did you roll over into an IRA, or what?
INTERVIEWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE
FOLLOW-UP QUESTIONS
..................................................................................
9 1. EXPECT FUTURE BENEFITS
1 2. RECEIVING BENEFITS NOW
1 3. RECEIVED CASH SETTLEMENT
2 4. ROLLED OVER INTO IRA
3 6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
20112 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW021b2 DISPOSITION OF PENSION-A-2-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.W021B[2]
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now, about the part of [her \his ] pension where benefits are based on a
formula.)
Do you expect to receive benefits from this plan in the future, are you
receiving benefits now, did you get a cash settlement when you left, did you
lose your benefits, did you roll over into an IRA, or what?
INTERVIEWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE
FOLLOW-UP QUESTIONS
..................................................................................
1. EXPECT FUTURE BENEFITS
2. RECEIVING BENEFITS NOW
3. RECEIVED CASH SETTLEMENT
4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW021b3 DISPOSITION OF PENSION-A-2-3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.W021B[3]
..................................................................................
1. EXPECT FUTURE BENEFITS
2. RECEIVING BENEFITS NOW
3. RECEIVED CASH SETTLEMENT
4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW023b MONTH START RECEIVING BENEFITS-A-2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.W023A
2000 Link: G4003_2 2002 Link: HK047_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
In what month and year did you start to receive these benefits?
MONTH:
YEAR:
..................................................................................
1. JAN
2. FEB
3. MAR
4. APR
1 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)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW024b YEAR START RECEIVING BENEFITS-A-2
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.W024A
2000 Link: G4004_2 2002 Link: HK048_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(In what month and year did you start to receive these benefits?)
MONTH: (MONTH START RECEIVING BENEFITS-A)
YEAR:
..................................................................................
1 2004. Actual Value
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW025b AMOUNT OF BENEFITS-2
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.W025A
2000 Link: G4005_2 2002 Link: HK049_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much are the benefits per month or year?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
PER:
..................................................................................
1 1400. Actual Value
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW026b AMOUNT OF BENEFITS PER-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.W026A
2000 Link: G4006_2 2002 Link: HK053_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(How much are the benefits per month or year?)
INTERVIEWER: PROBE IF NECESSARY: Is that per month or year?
AMOUNT: (AMOUNT OF BENEFITS)
PER:
..................................................................................
1 4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20128 Blank. INAP (Inapplicable)
JK116b AMOUNT OF PENSION BENEFITS- MIN-2
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.J116_
..................................................................................
20129 Blank. INAP (Inapplicable)
JK117b AMOUNT OF PENSION BENEFITS- MAX-2
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.J117_
..................................................................................
20129 Blank. INAP (Inapplicable)
JK118b AMOUNT OF PENSION BENEFITS- RESULT-2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.J118_
..................................................................................
97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW028b ADJUSTED FOR COST OF LIVING-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.W028A
2000 Link: G4008_2 2002 Link: HK054_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
Are the benefits adjusted for changes in the cost of living?
..................................................................................
1 1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW029b EVER ADJUSTED FOR COST OF LIVING-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.W029A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
Have they ever been adjusted for changes in the cost of living?
..................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW059b BENEFITS ADJUSTED AUTOMATICALLY -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.W059A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
Are the benefits adjusted automatically?
..................................................................................
1 1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW030b AMOUNT OF CASH SETTLEMENT-2
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.W030A
2000 Link: G4009_2 2002 Link: HK059_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much did the cash settlement amount to?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
1 6000. Actual Value
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20128 Blank. INAP (Inapplicable)
JK123b AMOUNT OF CASH SETTLEMENT - MIN-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.J123_
..................................................................................
20129 Blank. INAP (Inapplicable)
JK124b AMOUNT OF CASH SETTLEMENT - MAX-2
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.J124_
..................................................................................
20129 Blank. INAP (Inapplicable)
JK125b AMOUNT OF CASH SETTLEMENT- RESULT-2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.J125_
..................................................................................
97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW031b1 WHAT R DID W/ CASH-2-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.W031B[1]
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
1 3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW031b2 WHAT R DID W/ CASH-2-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.W031B[2]
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW031b3 WHAT R DID W/ CASH-2-3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.W031B[3]
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW033b AMOUNT OF ROLLOVER-A-2
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.W033A
2000 Link: G4012_2 2002 Link: HK061_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
IRA ROLLOVER
How much did the rollover amount to?
AMOUNT:
..................................................................................
2 40000-62000. Actual Value
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20127 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW034b NUMBER OF YEARS IN PLAN-2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.W034A
2000 Link: G4013_2 2002 Link: HK062_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How many years altogether were you included in this plan?
INTERVIEWER: INCLUDE YEARS WITH OTHER EMPLOYERS IF SAME PLAN
ROUND THE VALUE TO THE NEAREST YEAR
0-50 YEARS
..................................................................................
8 10-32. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20121 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW035b AGE EXPECT TO REC BENEFITS-2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.W035A
2000 Link: G4014_2 2002 Link: HK063_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
40-94 AGE
96 ALREADY RECEIVING ALL BENEFITS
..................................................................................
8 55-65. Actual Value
96. ALREADY RECEIVING ALL BENEFITS
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20121 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW036b FORM OF EXPECTED BENEFITS-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.W036A
2000 Link: G4015_2 2002 Link: HK064_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
..................................................................................
1 1. PERCENT OF PAY
5 2. AMOUNT PER MONTH/YEAR
1 3. LUMP SUM
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20121 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW037b EXPECTED BENEFIT-PCT FINAL PAY-2
Section: K Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.W037A
2000 Link: G4016_2 2002 Link: HK065_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: ENTER THE PERCENT OF FINAL PAY
1-100 PERCENT
PERCENT:
..................................................................................
1 998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW038b AMOUNT OF EXPECTED BENEFITS-2
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.W038A
2000 Link: G4017_2 2002 Link: HK066_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: PROBE IF NECESSARY: How much do you expect to receive?
DO NOT PROBE DK/RF
AMOUNT:
PER:
..................................................................................
3 500-30000. RF (Refused)
2 99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20124 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW039b EXPECTED BENEFITS PER-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.W039A
2000 Link: G4018_2 2002 Link: HK067_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: PROBE IF NECESSARY: Is that per month or year?
AMOUNT: (AMOUNT OF EXPECTED BENEFITS)
PER:
..................................................................................
2 4. MONTH
1 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20126 Blank. INAP (Inapplicable)
JK133b AMOUNT OF EXPECTED BENEFITS- MIN-2
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.J133_
..................................................................................
1 501. Value of Breakpoint
1 3001. Value of Breakpoint
20127 Blank. INAP (Inapplicable)
JK134b AMOUNT OF EXPECTED BENEFITS- MAX-2
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.J134_
..................................................................................
1 999. Value of Breakpoint
1 99999996. Greater than Maximum Breakpoint
20127 Blank. INAP (Inapplicable)
JK135b AMOUNT OF EXPECTED BENEFITS- RESULT-2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.J135_
..................................................................................
97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW041b EXPECTED BENEFITS-LUMP SUM-2
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPEA.W041A
2000 Link: G4020_2 2002 Link: HK071_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: ENTER LUMP SUM AMOUNT
AMOUNT:
..................................................................................
1 99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND ((((piWhichSection < 4) AND (W001A <> REFUSAL)) AND (ACTIVELANGUAGE <>
EXTENG)) AND (ACTIVELANGUAGE <> EXTSPN))
JKW042b EARLIEST AGE LEAVE/REC PENSION-2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].W042EarlyAgeRecPen
2000 Link: G4028_2 2002 Link: HK072_2
What is the earliest age at which you could have left that job and begun to
receive pension benefits from this plan?
30-80 AGE
95 NO AGE REQUIREMENT
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
34 50 65 58.53 4.27 20091
-----------------------------------------------------------------
1 95. NO AGE REQUIREMENT
3 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW001c TYPE OF PENSION PLAN-3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].W001A
2000 Link: G3994_3 2002 Link: HK029_3
(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 most
important of these plans.
I would like to know what type of plan this was.\Now I have some questions
about the ne)
([See Blaise Specifications for FLParen1In assignment]) some retirement
plans, call them Type A, benefits are usually based on a formula involving
age, years of service and salary. In other plans, call them Type B, money is
accumulated in an account for you. ([See Blaise Specifications for FLParen2
assignment]) Was your 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'
..................................................................................
2 1. TYPE A
1 2. TYPE B
3. BOTH TYPES
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20126 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW002c AMOUNT IN PENSION WHEN LEFT-B-3
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEB.W002A
2000 Link: G3995_3 2002 Link: HK030_3
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(For the part of [her \his ] pension where money was accumulated in an
account, how \How) much money was in your account when you left that
(Employer Business)?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
1 35000. Actual Value
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20128 Blank. INAP (Inapplicable)
JKW003c AMOUNT IN PENSION WHEN LEFT-B-MIN-3
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEB.W003A
W003A-W005A Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 5000, 20000, 50000, 150000
ENTRY POINT: 20000
..................................................................................
20129 Blank. INAP (Inapplicable)
JKW004c AMOUNT IN PENSION WHEN LEFT-B-MAX-3
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEB.W004A
..................................................................................
20129 Blank. INAP (Inapplicable)
JKW005c AMOUNT IN PENSION WHEN LEFT-B-RESULT-3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEB.W005A
..................................................................................
97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW006c1 DISPOSITION OF PENSION-B-3-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEB.W006B[1]
[F1]--Help
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
When you ([See Blaise Specifications for FLW006 assignment]) did you withdraw
the money, roll it over into an IRA, leave it to accumulate in the old plan,
convert it to an annuity, ([See Blaise Specifications for FLW006_2
assignment]) 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 TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW006c2 DISPOSITION OF PENSION-B-3-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEB.W006B[2]
[F1]--Help
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
When you ([See Blaise Specifications for FLW006 assignment]) did you withdraw
the money, roll it over into an IRA, leave it to accumulate in the old plan,
convert it to an annuity, ([See Blaise Specifications for FLW006_2
assignment]) 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 TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW006c3 DISPOSITION OF PENSION-B-3-3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEB.W006B[3]
[F1]--Help
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
When you ([See Blaise Specifications for FLW006 assignment]) did you withdraw
the money, roll it over into an IRA, leave it to accumulate in the old plan,
convert it to an annuity, ([See Blaise Specifications for FLW006_2
assignment]) 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 TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW008c AMOUNT LEFT IN OLD ACCOUNT-B-3
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEB.W008A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much money did you leave in the old account to accumulate?
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW009c AMOUNT IN PENSION NOW-B-3
Section: K Level: Respondent Type: Numeric Width: 7 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEB.W009A
2000 Link: G3997_3 2002 Link: HK036_3
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much is in that account now?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
1 35000. Actual Value
9999998. DK (Don't Know); NA (Not Ascertained)
9999999. RF (Refused)
20128 Blank. INAP (Inapplicable)
JKW010c AMOUNT IN PENSION NOW-B-MIN-3
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEB.W010A
W010A-W012A Unfolding Sequence
Question text: Does it amount to less than $______, more than $______, or
what?
PROCEDURE: UnFM_3Up
BREAKPOINTS: 10000, 20000, 50000, 150000
ENTRY POINT: 10000
..................................................................................
20129 Blank. INAP (Inapplicable)
JKW011c AMOUNT IN PENSION NOW-B-MAX-3
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEB.W011A
..................................................................................
20129 Blank. INAP (Inapplicable)
JKW012c AMOUNT IN PENSION NOW-B-RESULT-3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEB.W012A
..................................................................................
97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW013c AMOUNT CONVERTED TO ANNUITY-B-3
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEB.W013A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much did you convert to an annuity?
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW014c AGE WHEN ANNUITY STARTED-B-3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEB.W014A
2000 Link: G3998_3 2002 Link: HK041_3
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How old were you when you 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)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW015c AMOUNT OF ANNUITY-B-3
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEB.W015A
2000 Link: G3999_3 2002 Link: HK042_3
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
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:
PER:
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW016c AMOUNT OF ANNUITY PER-B
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEB.W016A
2000 Link: G4000_3 2002 Link: HK043_3
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: PROBE IF NECESSARY: Is that per month or year?
AMOUNT: $ (AMOUNT OF ANNUITY-B)
PER:
..................................................................................
4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW049c ANNUITY BENEFITS DURATION-3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEB.W049A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
Will this payment continue ([See Blaise Specifications for FLJ669_2
assignment]) as long as you live, ([piW049] live \[piW049] lives ) is it for
a fixed time period, or what?
..................................................................................
1. AS LONG AS R LIVES
2. AS LONG AS R OR SPOUSE LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
JKW051c ANNUITY BENEFITS-UNTIL YR -3
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20129 Blank. INAP (Inapplicable)
JKW052c ANNUITY BENEFITS-UNTIL AGE -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
..................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20129 Blank. INAP (Inapplicable)
JKW053c ANNUITY BENEFITS-YEARS -3
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW054c SPP DIE WILL ANNUITY INCOME CHANGE -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEB.W054A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
If you or your (husband\wife\partner) should die, will the income from the
annuity change, stay the same, or what?
..................................................................................
1. CHANGE
3. STAY THE SAME
7. OTHER (Specify)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW018c AMOUNT OF PENSION ROLLOVER-B
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEB.W018A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much did the rollover amount to?
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW019c AMOUNT OF TRANSFER-B-3
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEB.W019A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much did the transfer amount to?
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW056c HOW MUCH MONEY WITHDRAWN -3
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEB.W056A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much money did you withdraw?
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW057c WHAT DONE WITH MONEY WITHDRAWN-3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEB.W057A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW021c1 DISPOSITION OF PENSION-A-3-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.W021B[1]
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now, about the part of [her \his ] pension where benefits are based on a
formula.)
Do you expect to receive benefits from this plan in the future, are you
receiving benefits now, did you get a cash settlement when you left, did you
lose your benefits, did you roll over into an IRA, or what?
INTERVIEWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE
FOLLOW-UP QUESTIONS
..................................................................................
1 1. EXPECT FUTURE BENEFITS
2. RECEIVING BENEFITS NOW
3. RECEIVED CASH SETTLEMENT
1 4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20127 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW021c2 DISPOSITION OF PENSION-A-3-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.W021B[2]
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now, about the part of [her \his ] pension where benefits are based on a
formula.)
Do you expect to receive benefits from this plan in the future, are you
receiving benefits now, did you get a cash settlement when you left, did you
lose your benefits, did you roll over into an IRA, or what?
INTERVIEWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE
FOLLOW-UP QUESTIONS
..................................................................................
1. EXPECT FUTURE BENEFITS
2. RECEIVING BENEFITS NOW
3. RECEIVED CASH SETTLEMENT
4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW021c3 DISPOSITION OF PENSION-A-3-3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.W021B[3]
..................................................................................
1. EXPECT FUTURE BENEFITS
2. RECEIVING BENEFITS NOW
3. RECEIVED CASH SETTLEMENT
4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW023c MONTH START RECEIVING BENEFITS-A-3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.W023A
2000 Link: G4003_3 2002 Link: HK047_3
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
In what month and year did you start to receive these benefits?
MONTH:
YEAR:
..................................................................................
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)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW024c YEAR START RECEIVING BENEFITS-A-3
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.W024A
2000 Link: G4004_3 2002 Link: HK048_3
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(In what month and year did you start to receive these benefits?)
MONTH: (MONTH START RECEIVING BENEFITS-A)
YEAR:
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW025c AMOUNT OF BENEFITS-3
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.W025A
2000 Link: G4005_3 2002 Link: HK049_3
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much are the benefits per month or year?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
PER:
..................................................................................
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW026c AMOUNT OF BENEFITS PER-3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.W026A
2000 Link: G4006_3 2002 Link: HK053_3
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(How much are the benefits per month or year?)
INTERVIEWER: PROBE IF NECESSARY: Is that per month or year?
AMOUNT: (AMOUNT OF BENEFITS)
PER:
..................................................................................
4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
JK116c AMOUNT OF PENSION BENEFITS-MIN-3
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.J116_
..................................................................................
20129 Blank. INAP (Inapplicable)
JK117c AMOUNT OF PENSION BENEFITS-MAX-3
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.J117_
..................................................................................
20129 Blank. INAP (Inapplicable)
JK118c AMOUNT OF PENSION BENEFITS-RESULT-3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.J118_
..................................................................................
97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW028c ADJUSTED FOR COST OF LIVING-3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.W028A
2000 Link: G4008_3 2002 Link: HK054_3
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\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)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW029c EVER ADJUSTED FOR COST OF LIVING-3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.W029A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
Have they ever been adjusted for changes in the cost of living?
..................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW059c BENEFITS ADJUSTED AUTOMATICALLY -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.W059A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
Are the benefits adjusted automatically?
..................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW030c AMOUNT OF CASH SETTLEMENT-3
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.W030A
2000 Link: G4010_3 2002 Link: HK059_3
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much did the cash settlement amount to?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20129 Blank. INAP (Inapplicable)
JK123c AMOUNT OF CASH SETTLEMENT-MIN-3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.J123_
..................................................................................
20129 Blank. INAP (Inapplicable)
JK124c AMOUNT OF CASH SETTLEMENT-MAX-3
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.J124_
..................................................................................
20129 Blank. INAP (Inapplicable)
JK125c AMOUNT OF CASH SETTLEMENT-RESULT-3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.J125_
..................................................................................
97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW031c1 WHAT R DID W/ CASH-3-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.W031B[1]
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW031c2 WHAT R DID W/ CASH-3-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.W031B[2]
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW031c3 WHAT R DID W/ CASH-3-3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.W031B[3]
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW033c AMOUNT OF ROLLOVER-A-3
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.W033A
2000 Link: G4012_3 2002 Link: HK061_3
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
IRA ROLLOVER
How much did the rollover amount to?
AMOUNT:
..................................................................................
1 1000. Actual Value
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW034c NUMBER OF YEARS IN PLAN-3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.W034A
2000 Link: G4013_3 2002 Link: HK062_3
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How many years altogether were you included in this plan?
INTERVIEWER: INCLUDE YEARS WITH OTHER EMPLOYERS IF SAME PLAN
ROUND THE VALUE TO THE NEAREST YEAR
0-50 YEARS
..................................................................................
1 30. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW035c AGE EXPECT TO REC BENEFITS-3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.W035A
2000 Link: G4014_3 2002 Link: HK063_3
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
40-94 AGE
96 ALREADY RECEIVING ALL BENEFITS
..................................................................................
1 55. Actual Value
96. ALREADY RECEIVING ALL BENEFITS
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW036c FORM OF EXPECTED BENEFITS-3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.W036A
2000 Link: G4015_3 2002 Link: HK064_3
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
..................................................................................
1. PERCENT OF PAY
1 2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW037c EXPECTED BENEFIT-PCT FINAL PAY-3
Section: K Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.W037A
2000 Link: G4016_3 2002 Link: HK065_3
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: ENTER THE PERCENT OF FINAL PAY
1-100 PERCENT
PERCENT:
..................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW038c AMOUNT OF EXPECTED BENEFITS-3
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.W038A
2000 Link: G4017_3 2002 Link: HK066_3
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: PROBE IF NECESSARY: How much do you expect to receive?
DO NOT PROBE DK/RF
AMOUNT:
PER:
..................................................................................
1 30000. Actual Value
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW039c EXPECTED BENEFITS PER-3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.W039A
2000 Link: G4018_3 2002 Link: HK067_3
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: PROBE IF NECESSARY: Is that per month or year?
AMOUNT: (AMOUNT OF EXPECTED BENEFITS)
PER:
..................................................................................
4. MONTH
1 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20128 Blank. INAP (Inapplicable)
JK133c AMOUNT OF EXPECTED BENEFITS-MIN-3
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.J133_
..................................................................................
20129 Blank. INAP (Inapplicable)
JK134c AMOUNT OF EXPECTED BENEFITS-MAX-3
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.J134_
..................................................................................
20129 Blank. INAP (Inapplicable)
JK135c AMOUNT OF EXPECTED BENEFITS-RESULT-3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.J135_
..................................................................................
97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW041c EXPECTED BENEFITS-LUMP SUM-3
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPEA.W041A
2000 Link: G4020_3 2002 Link: HK071_3
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: ENTER LUMP SUM AMOUNT
AMOUNT:
..................................................................................
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND ((((piWhichSection < 4) AND (W001A <> REFUSAL)) AND (ACTIVELANGUAGE <>
EXTENG)) AND (ACTIVELANGUAGE <> EXTSPN))
JKW042c EARLIEST AGE LEAVE/REC PENSION-3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].W042EarlyAgeRecPen
2000 Link: G4028_3 2002 Link: HK072_3
What is the earliest age at which you could have left that job and begun to
receive pension benefits from this plan?
30-80 AGE
95 NO AGE REQUIREMENT
..................................................................................
3 50-55. Actual Value
95. NO AGE REQUIREMENT
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20126 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW001d TYPE OF PENSION PLAN-4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].W001A
(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 most
important of these plans.
I would like to know what type of plan this was.\Now I have some questions
about the ne)
([See Blaise Specifications for FLParen1In assignment]) some retirement
plans, call them Type A, benefits are usually based on a formula involving
age, years of service and salary. In other plans, call them Type B, money is
accumulated in an account for you. ([See Blaise Specifications for FLParen2
assignment]) Was your 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
2. TYPE B
3. BOTH TYPES
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW002d AMOUNT IN PENSION WHEN LEFT-B-4
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEB.W002A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(For the part of [her \his ] pension where money was accumulated in an
account, how \How) much money was in your account when you left that
(Employer Business)?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20129 Blank. INAP (Inapplicable)
JKW003d AMOUNT IN PENSION WHEN LEFT-B -MIN-4
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEB.W003A
W003A-W005A Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 5000, 20000, 50000, 150000
ENTRY POINT: 20000
..................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20129 Blank. INAP (Inapplicable)
JKW004d AMOUNT IN PENSION WHEN LEFT-B -MAX-4
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEB.W004A
..................................................................................
20129 Blank. INAP (Inapplicable)
JKW005d AMOUNT IN PENSION WHEN LEFT-B -RESULT-4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEB.W005A
..................................................................................
97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW008d AMOUNT LEFT IN OLD ACCOUNT-B-4
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEB.W008A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much money did you leave in the old account to accumulate?
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW009d AMOUNT IN PENSION NOW-B-4
Section: K Level: Respondent Type: Numeric Width: 7 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEB.W009A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much is in that account now?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
9999998. DK (Don't Know); NA (Not Ascertained)
9999999. RF (Refused)
20129 Blank. INAP (Inapplicable)
JKW010d AMOUNT IN PENSION NOW-B -MIN-4
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEB.W010A
W010A-W012A Unfolding Sequence
Question text: Does it amount to less than $______, more than $______, or
what?
PROCEDURE: UnFM_3Up
BREAKPOINTS: 10000, 20000, 50000, 150000
ENTRY POINT: 10000
..................................................................................
20129 Blank. INAP (Inapplicable)
JKW011d AMOUNT IN PENSION NOW-B -MAX-4
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEB.W011A
..................................................................................
20129 Blank. INAP (Inapplicable)
JKW012d AMOUNT IN PENSION NOW-B -RESULT-4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEB.W012A
..................................................................................
97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW013d AMOUNT CONVERTED TO ANNUITY-B-4
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEB.W013A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much did you convert to an annuity?
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW014d AGE WHEN ANNUITY STARTED-B-4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEB.W014A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How old were you when you 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)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW015d AMOUNT OF ANNUITY-B-4
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEB.W015A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
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:
PER:
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JKW016d AMOUNT OF ANNUITY PER-B-4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEB.W016A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: PROBE IF NECESSARY: Is that per month or year?
AMOUNT: $ (AMOUNT OF ANNUITY-B)
PER:
..................................................................................
4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW049d ANNUITY BENEFITS DURATION-4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEB.W049A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
Will this payment continue ([See Blaise Specifications for FLJ669_2
assignment]) as long as you live, ([piW049] live \[piW049] lives ) is it for
a fixed time period, or what?
..................................................................................
1. AS LONG AS R LIVES
2. AS LONG AS R OR SPOUSE LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
JKW051d ANNUITY BENEFITS-UNTIL YR -4
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20129 Blank. INAP (Inapplicable)
JKW052d ANNUITY BENEFITS-UNTIL AGE -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
..................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20129 Blank. INAP (Inapplicable)
JKW053d ANNUITY BENEFITS-YEARS -4
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW054d SPP DIE WILL ANNUITY INCOME CHANGE -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEB.W054A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
If you or your (husband\wife\partner) should die, will the income from the
annuity change, stay the same, or what?
..................................................................................
1. CHANGE
3. STAY THE SAME
7. OTHER (Specify)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW018d AMOUNT OF PENSION ROLLOVER-B-4
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEB.W018A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much did the rollover amount to?
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW019d AMOUNT OF TRANSFER-B-4
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEB.W019A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much did the transfer amount to?
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW056d HOW MUCH MONEY WITHDRAWN -4
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEB.W056A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much money did you withdraw?
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW057d WHAT DONE WITH MONEY WITHDRAWN-4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEB.W057A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW021d1 DISPOSITION OF PENSION-A-4-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.W021B[1]
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now, about the part of [her \his ] pension where benefits are based on a
formula.)
Do you expect to receive benefits from this plan in the future, are you
receiving benefits now, did you get a cash settlement when you left, did you
lose your benefits, did you roll over into an IRA, or what?
INTERVIEWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE
FOLLOW-UP QUESTIONS
..................................................................................
1 1. EXPECT FUTURE BENEFITS
2. RECEIVING BENEFITS NOW
3. RECEIVED CASH SETTLEMENT
4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW021d2 DISPOSITION OF PENSION-A-4-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.W021B[2]
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now, about the part of [her \his ] pension where benefits are based on a
formula.)
Do you expect to receive benefits from this plan in the future, are you
receiving benefits now, did you get a cash settlement when you left, did you
lose your benefits, did you roll over into an IRA, or what?
INTERVIEWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE
FOLLOW-UP QUESTIONS
..................................................................................
1. EXPECT FUTURE BENEFITS
2. RECEIVING BENEFITS NOW
3. RECEIVED CASH SETTLEMENT
4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW021d3 DISPOSITION OF PENSION-A-4-3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.W021B[3]
..................................................................................
1. EXPECT FUTURE BENEFITS
2. RECEIVING BENEFITS NOW
3. RECEIVED CASH SETTLEMENT
4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW023d MONTH START RECEIVING BENEFITS-A-4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.W023A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
In what month and year did you start to receive these benefits?
MONTH:
YEAR:
..................................................................................
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)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW024d YEAR START RECEIVING BENEFITS-A-4
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.W024A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(In what month and year did you start to receive these benefits?)
MONTH: (MONTH START RECEIVING BENEFITS-A)
YEAR:
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW025d AMOUNT OF BENEFITS-4
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.W025A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much are the benefits per month or year?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
PER:
..................................................................................
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW026d AMOUNT OF BENEFITS PER-4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.W026A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(How much are the benefits per month or year?)
INTERVIEWER: PROBE IF NECESSARY: Is that per month or year?
AMOUNT: (AMOUNT OF BENEFITS)
PER:
..................................................................................
4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
JK116d AMOUNT OF PENSION BENEFITS- MIN-4
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.J116_
..................................................................................
20129 Blank. INAP (Inapplicable)
JK117d AMOUNT OF PENSION BENEFITS- MAX-4
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.J117_
..................................................................................
20129 Blank. INAP (Inapplicable)
JK118d AMOUNT OF PENSION BENEFITS- RESULT-4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.J118_
..................................................................................
97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW028d ADJUSTED FOR COST OF LIVING-4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.W028A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\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)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW029d EVER ADJUSTED FOR COST OF LIVING-4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.W029A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
Have they ever been adjusted for changes in the cost of living?
..................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW059d BENEFITS ADJUSTED AUTOMATICALLY -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.W059A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
Are the benefits adjusted automatically?
..................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW030d AMOUNT OF CASH SETTLEMENT-4
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.W030A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much did the cash settlement amount to?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20129 Blank. INAP (Inapplicable)
JK123d AMOUNT OF CASH SETTLEMENT - MIN-4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.J123_
..................................................................................
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
JK124d AMOUNT OF CASH SETTLEMENT - MAX-4
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.J124_
..................................................................................
20129 Blank. INAP (Inapplicable)
JK125d AMOUNT OF CASH SETTLEMENT- RESULT-4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.J125_
..................................................................................
97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW031d1 WHAT R DID W/ CASH-4-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.W031B[1]
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW031d2 WHAT R DID W/ CASH-4-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.W031B[2]
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW031d3 WHAT R DID W/ CASH-4-3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.W031B[3]
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW033d AMOUNT OF ROLLOVER-A-4
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.W033A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
IRA ROLLOVER
How much did the rollover amount to?
AMOUNT:
..................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW034d NUMBER OF YEARS IN PLAN-4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.W034A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How many years altogether were you included in this plan?
INTERVIEWER: INCLUDE YEARS WITH OTHER EMPLOYERS IF SAME PLAN
ROUND THE VALUE TO THE NEAREST YEAR
0-50 YEARS
..................................................................................
1 20. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW035d AGE EXPECT TO REC BENEFITS-4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.W035A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
40-94 AGE
96 ALREADY RECEIVING ALL BENEFITS
..................................................................................
1 62. Actual Value
96. ALREADY RECEIVING ALL BENEFITS
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW036d FORM OF EXPECTED BENEFITS-4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.W036A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
..................................................................................
1. PERCENT OF PAY
1 2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW037d EXPECTED BENEFIT-PCT FINAL PAY-4
Section: K Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.W037A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: ENTER THE PERCENT OF FINAL PAY
1-100 PERCENT
PERCENT:
..................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW038d AMOUNT OF EXPECTED BENEFITS-4
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.W038A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: PROBE IF NECESSARY: How much do you expect to receive?
DO NOT PROBE DK/RF
AMOUNT:
PER:
..................................................................................
1 1500. Actual Value
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW039d EXPECTED BENEFITS PER-4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.W039A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: PROBE IF NECESSARY: Is that per month or year?
AMOUNT: (AMOUNT OF EXPECTED BENEFITS)
PER:
..................................................................................
4. MONTH
1 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20128 Blank. INAP (Inapplicable)
JK133d AMOUNT OF EXPECTED BENEFITS- MIN-4
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.J133_
..................................................................................
20129 Blank. INAP (Inapplicable)
JK134d AMOUNT OF EXPECTED BENEFITS- MAX-4
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.J134_
..................................................................................
20129 Blank. INAP (Inapplicable)
JK135d AMOUNT OF EXPECTED BENEFITS- RESULT-4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.J135_
..................................................................................
97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JKW041d EXPECTED BENEFITS-LUMP SUM-4
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPEA.W041A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: ENTER LUMP SUM AMOUNT
AMOUNT:
..................................................................................
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND ((((piWhichSection < 4) AND (W001A <> REFUSAL)) AND (ACTIVELANGUAGE <>
EXTENG)) AND (ACTIVELANGUAGE <> EXTSPN))
JKW042d EARLIEST AGE LEAVE/REC PENSION-4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].W042EarlyAgeRecPen
What is the earliest age at which you could have left that job and begun to
receive pension benefits from this plan?
30-80 AGE
95 NO AGE REQUIREMENT
..................................................................................
1 55. Actual Value
95. NO AGE REQUIREMENT
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
JK035 EVER ON LAYOFF/UNEMPLOYMENT
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.K035_
2000 Link: G4030 2002 Link: HK073
Over the last 10 years, since ([See Blaise Specifications for FL10YearsAgo
assignment]), have you ever been on temporary layoff, or unemployed and
looking for work?
INTERVIEWER: INCLUDE CURRENT PERIOD IF R IS NOW LOOKING FOR WORK
..................................................................................
222 1. YES
403 5. NO
2 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
19502 Blank. INAP (Inapplicable)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
AND ((piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE)
AND (NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((K035_ <> NO) AND K035_ <> NONRESPONSE)
JK036 EVER ON LAYOFF/UNEMPLOYMENT- # OF TIMES
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.K036_
2000 Link: G4051 2002 Link: HK074
How many times have you been on temporary layoff or unemployed and looking for
work?
# OF TIMES:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
212 1 32 3.18 3.88 19907
-----------------------------------------------------------------
10 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
Ask:
IF (piRvarsZ076_ReIwR_V <> REIWR)
AND (NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES))
JK038 ASSIST SECTION K
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecK.PENSIONLOOP.K038_AssistK
INTERVIEWER: HOW OFTEN DID R RECEIVE ASSISTANCE WITH ANSWERS IN SECTION K -
LAST JOB?
..................................................................................
775 1. NEVER
55 2. A FEW TIMES
6 3. MOST OR ALL OF THE TIME
2 4. THE SECTION WAS DONE BY A PROXY REPORTER
19291 Blank. INAP (Inapplicable)
JVDATE 2004 DATA MODEL VERSION
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
User Note: This variable identifies which data model was used to interview
the household. Please reference the data description for a summary of changes
in each data model.
..................................................................................
28 1. Version 1
806 2. Version 2
1412 3. Version 3
2471 4. Version 4
2974 5. Version 5
1616 6. Version 6
3270 7. Version 7
7137 8. Version 8
415 9. Version 9
JVERSION 2004 DATA RELEASE VERSION
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
..................................................................................
20129 1. First Final Release
Top of Page