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; didnít 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; didnít 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; didnít 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; didnít 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
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