HHID HOUSEHOLD IDENTIFICATION NUMBER
Section: L Level: Respondent Type: Character Width: 6 Decimals: 0
..................................................................................
20129 000003-502761. Household Identification Number
PN RESPONDENT PERSON IDENTIFICATION NUMBER
Section: L 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: L 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: L 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: L 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); Data Not Collected
JCSR 2004 WHETHER COVERSHEET RESPONDENT
Section: L 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: L 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: L 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 ((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)))
JL005 OTR EMPLOYER 5+ YRS
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.L005_
2000 Link: G4092 2002 Link: HL005
Besides (your current job,\the job you just told me about,) have you worked
for any other employer for at least 5 years or more, including self-
employment?
..................................................................................
1798 1. YES
1477 5. NO
3 8. DK (Don't Know); NA (Not Ascertained)
6 9. RF (Refused)
16845 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)
JL006 # EMPLOYERS
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.L006_
2000 Link: G4093 2002 Link: HL006
For how many such employers have you worked?
..................................................................................
937 1. ONE
513 2. TWO
207 3. THREE
69 4. FOUR
65 5. FIVE OR MORE
5 8. DK (Don't Know); NA (Not Ascertained)
2 9. RF (Refused)
18331 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)
JL007 SELF/OTR EMPLOYED
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.L007_
2000 Link: G4094 2002 Link: HL007
(I want to ask about the most recent such job.) Were you working for someone
else, were you self-employed, or what?
INTERVIEWER: IF R SAYS, 'I RAN MY OWN BUSINESS' ENTER 'SELF-EMPLOYED'
..................................................................................
1611 1. SOMEONE ELSE
186 2. SELF-EMPLOYED
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
18331 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)
JL009 START WRK-YR
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.MOSTRECENTJOB.L009_
2000 Link: G4096 2002 Link: HL009
When did you start working for (that employer\yourself)?
YEAR:
OR
YEARS AGO:
OR
AT AGE:
..................................................................................
1656 1919-2004. Actual Value
49 9998. DK (Don't Know); NA (Not Ascertained)
15 9999. RF (Refused)
18409 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND (L009_ = EMPTY)
JL010 START WORK-YRS AGO
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.MOSTRECENTJOB.L010_YrStrtMostRecJob
2000 Link: G4097 2002 Link: HL010
(When did you start working for (that employer\yourself)?)
YEAR:
OR
YEARS AGO:
OR
AT AGE:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
54 2 69 18.20 10.38 20072
-----------------------------------------------------------------
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 (L009_ = EMPTY)
AND (L010_YrStrtMostRecJob = EMPTY)
JL011 START WORK- AT AGE
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.MOSTRECENTJOB.L011_AgeStrtMostRecJo
2000 Link: G4098 2002 Link: HL011
(When did you start working for (that employer\yourself)?)
YEAR:
OR
YEARS AGO:
OR
AT AGE:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
18 20 47 29.06 8.65 20108
-----------------------------------------------------------------
3 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
Assign:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND (L009_ <> EMPTY
OR NOT (L009_ <> EMPTY))
AND (L010_YrStrtMostRecJob <> EMPTY
OR NOT (L010_YrStrtMostRecJob <> EMPTY))
AND (L011_AgeStrtMostRecJo <> EMPTY AND (piSecAContinuInterviewA019_Rage > 0)
OR NOT (L011_AgeStrtMostRecJo <> EMPTY AND (piSecAContinuInterviewA019_Rage >
0)))
JL012 YR STARTED WORKING AT PREV JOB- CALC
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.MOSTRECENTJOB.L012_YrMostRecJob
2000 Link: G4100 2002 Link: HL012
..................................................................................
1733 1919-2004. Actual Value
49 9998. DK (Don't Know); NA (Not Ascertained)
15 9999. RF (Refused)
18332 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)
JL013M INDUSTRY - MASKED
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.MOSTRECENTJOB.L013_MostRecJobInd
2000 Link: G4101M 2002 Link: HL013M
What kind of (industry did you work in? That is, what did your company do or
make? (What industry did you typically work in?)\business or industry did you
work in -- that is, what did they make or do at the place where you worked?)
User Note: Code categories have been collapsed to protect participant
confidentiality.
..................................................................................
39 1. Agriculture, Forestry, Fishing (010-031)
127 2. Mining and Construction (040-060)
148 3. Manufacturing: Non-durable (100-222)
215 4. Manufacturing: Durable (230-392)
142 5. Transportation (400-472)
79 6. Wholesale (500-571)
210 7. Retail (580-691)
135 8. Finance, Insurance, and Real Estate (700-712)
110 9. Business and Repair Services (721-760)
48 10. Personal Services (761-791)
23 11. Entertainment and Recreation (800-802)
419 12. Professional and Related Services (812-892)
81 13. Public Administration (900-932)
98. DK (Don't Know); NA (Not Ascertained)
11 99. RF (Refused)
18342 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)
JL015M TYPE WRK DONE - MASKED
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.MOSTRECENTJOB.L015_
2000 Link: G4103M 2002 Link: HL015M
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.
..................................................................................
259 1. Managerial specialty operation (003-037)
298 2. Professional specialty operation and technical support (043-
235)
199 3. Sales (243-285)
299 4. Clerical, administrative support (303-389)
6 5. Service: private household, cleaning and building services
(403-407)
18 6. Service: protection (413-427)
62 7. Service: food preparation (433-444)
34 8. Health services (445-447)
68 9. Personal services (448-469)
35 10. Farming, forestry, fishing (473-499)
83 11. Mechanics and repair (503-549)
72 12. Construction trade and extractors (553-617)
59 13. Precision production (633-699)
106 14. Operators: machine (703-799)
98 15. Operators: transport, etc
58 16. Operators: handlers, etc
18 17. Member of Armed Forces (900)
2 98. DK (Don't Know); NA (Not Ascertained)
13 99. RF (Refused)
18342 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)
JL016 LEFT EMPLOYER-YR
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.MOSTRECENTJOB.L016_YrLeftRecJob
2000 Link: G4104 2002 Link: HL016
When did you (leave that employer\stop working for yourself)?
YEAR:
OR
YEARS AGO:
OR
AT AGE:
..................................................................................
1682 1947-2004. Actual Value
60 9998. DK (Don't Know); NA (Not Ascertained)
16 9999. RF (Refused)
18371 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND (L016_YrLeftRecJob = EMPTY)
JL017 LEFT EMPLOYER-YRS AGO
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.MOSTRECENTJOB.L017_YrsAgoLRecJob
2000 Link: G4105 2002 Link: HL017
(When did you (leave that employer\stop working for yourself)?)
YEAR:
OR
YEARS AGO:
OR
AT AGE:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
22 1 30 11.27 8.81 20105
-----------------------------------------------------------------
2 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 (L016_YrLeftRecJob = EMPTY)
AND (L017_YrsAgoLRecJob = EMPTY)
JL018 LEFT EMPLOYER- AT AGE
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.MOSTRECENTJOB.L018_AgeLeftRecJob
2000 Link: G4106 2002 Link: HL018
(When did you (leave that employer\stop working for yourself)?)
YEAR:
OR
YEARS AGO:
OR
AT AGE:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
14 20 54 34.71 11.02 20113
-----------------------------------------------------------------
1 98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
Assign:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND (L016_YrLeftRecJob <> EMPTY
OR NOT (L016_YrLeftRecJob <> EMPTY))
AND (L017_YrsAgoLRecJob <> EMPTY
OR NOT (L017_YrsAgoLRecJob <> EMPTY))
AND (L018_AgeLeftRecJob <> EMPTY
OR NOT (L018_AgeLeftRecJob <> EMPTY))
JL019 YR R LAST WORKED AT PREV JOB- CALC
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.MOSTRECENTJOB.L019_LftRecJobCalcYr
2000 Link: G4108 2002 Link: HL019
..................................................................................
1722 1947-2004. Actual Value
60 9998. DK (Don't Know); NA (Not Ascertained)
16 9999. RF (Refused)
18331 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)
JL020 HRS WRKED PR WK
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: SecL.JOBHISTORY.MOSTRECENTJOB.L020_RecJobHrsWk
2000 Link: G4109 2002 Link: HL020
During your last full year at that job, how many hours a week did you usually
work?
HOURS PER WEEK:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
1763 0 120 43.19 13.54 18331
-----------------------------------------------------------------
27 998. DK (Don't Know); NA (Not Ascertained)
8 999. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
JL021 WKS WRKED PR YR
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.MOSTRECENTJOB.L021_
2000 Link: G4110 2002 Link: HL021
INTERVIEWER: READ SLOWLY
Counting paid vacations as weeks of work, how many weeks did you work that
year?
# OF WEEKS:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
1760 1 52 48.44 9.60 18331
-----------------------------------------------------------------
30 98. DK (Don't Know); NA (Not Ascertained)
8 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)
JL022 EARNING IN LAST YR
Section: L Level: Respondent Type: Numeric Width: 9 Decimals: 2
CAI Reference: SecL.JOBHISTORY.MOSTRECENTJOB.L022_
2000 Link: G4111 2002 Link: HL022
How much were you earning, before taxes and other deductions, that year?
INTERVIEWER: IF RESPONDENT WAS A TEACHER, RECORD ANNUAL SALARY
IF AMOUNT PER HOUR, ENTER BOTH DOLLARS AND CENTS
USE ZERO FOR NONE
AMOUNT:
PER:
..................................................................................
1450 0-700000. Actual Value
248 999999998. DK (Don't Know); NA (Not Ascertained)
100 999999999. RF(Refused)
18331 Blank. INAP (Innapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND (L022_ <> NONRESPONSE AND (L022_ <> 0))
JL023 EARNING IN LAST YR- PER
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.MOSTRECENTJOB.L023_
2000 Link: G4112 2002 Link: HL023
(How much were you earning, before taxes and other deductions, that year?)
INTERVIEWER: PROBE IF NECESSARY: Was that per hour, week, month, or year?
IF RESPONDENT IS A TEACHER, RECORD ANNUAL SALARY
AMOUNT: (EARNING IN LAST YR)
PER:
..................................................................................
384 1. HOUR
116 2. WEEK
17 3. EVERY TWO WEEKS/BI-WEEKLY
74 4. MONTH
1 5. TWICE A MONTH
850 6. YEAR
1 7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
18686 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))
JL095 COVERED BY UNION ON JOB
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.MOSTRECENTJOB.L095_
Were you covered on that job by a union or employee-association contract?
..................................................................................
297 1. YES
1473 5. NO
13 8. DK (Don't Know); NA (Not Ascertained)
5 9. RF (Refused)
18341 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))
JL025M1 WHY LEFT EMPLOYER- 1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.MOSTRECENTJOB.L025M[1]
2000 Link: G4114M1 2002 Link: HL025M1
Why did you ([See Blaise Specifications for FLL025 assignment])
INTERVIEWER: ASK IF NECESSARY: (Did the business close, were you laid off or
let go, did you leave to take care of family members, or what?)
ENTER ALL THAT APPLY
..................................................................................
292 1. BUSINESS CLOSED; business moved or sold
257 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
71 3. POOR HEALTH/DISABLED; poor mental health; R died; death;
surgery; injury; old age
93 4. FAMILY CARE; marriage; pregnancy; child care; husband's wishes;
wanted more time at home; to be with family
500 5. BETTER JOB; start own business; go to school/get more training;
make more money; work in family business; go into military
269 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
70 7. RETIRED
57 8. R (family) moved
17 9. Sold business (own); closed business (own); gave business to
another person
13. Strike
3 14. Divorce/Separation
15. Handed over responsibilities to other family members
8 16. Transportation; distance to work
1 23. To travel
2 24. Early retirement incentive/offer
1 25. Financially advantageous for R to not work (tax/IRS/Social
Security reasons)
10 94. Transferred; spouse transferred
49 95. R has not left/still has this job
96. R disputes record; didn’t work for named employer at last wave
69 97. OTHER (SPECIFY)
10 98. DK (Don't Know); NA (Not Ascertained)
9 99. RF(Refused)
18341 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))
JL025M2 WHY LEFT EMPLOYER- 2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.MOSTRECENTJOB.L025M[2]
2000 Link: G4114M1 2002 Link: HL025M2
Why did you ([See Blaise Specifications for FLL025 assignment])
INTERVIEWER: ASK IF NECESSARY: (Did the business close, were you laid off or
let go, did you leave to take care of family members, or what?)
ENTER ALL THAT APPLY
..................................................................................
2 1. BUSINESS CLOSED; business moved or sold
11 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
2 3. POOR HEALTH/DISABLED; poor mental health; R died; death;
surgery; injury; old age
6 4. FAMILY CARE; marriage; pregnancy; child care; husband's wishes;
wanted more time at home; to be with family
14 5. BETTER JOB; start own business; go to school/get more training;
make more money; work in family business; go into military
21 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
2 7. RETIRED
16 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
3 16. Transportation; distance to work
23. To travel
1 24. Early retirement incentive/offer
25. Financially advantageous for R to not work (tax/IRS/Social
Security reasons)
1 94. Transferred; spouse transferred
95. R has not left/still has this job
96. R disputes record; didn’t work for named employer at last wave
11 97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF(Refused)
20038 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))
JL025M3 WHY LEFT EMPLOYER- 3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.MOSTRECENTJOB.L025M[3]
Why did you ([See Blaise Specifications for FLL025 assignment])
INTERVIEWER: ASK IF NECESSARY: (Did the business close, were you laid off or
let go, did you leave to take care of family members, or what?)
ENTER ALL THAT APPLY
..................................................................................
1. BUSINESS CLOSED; business moved or sold
2. LAID OFF/LET GO; temporary or seasonal job ended; contract
over; lack of work/clients/customers; downsizing;
reorganization; change of political administration; employer
died/too sick
3. POOR HEALTH/DISABLED; poor mental health; R died; death;
surgery; injury; old age
1 4. FAMILY CARE; marriage; pregnancy; child care; husband's wishes;
wanted more time at home; to be with family
5. BETTER JOB; start own business; go to school/get more training;
make more money; work in family business; go into military
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
2 16. Transportation; distance to work
23. To travel
24. Early retirement incentive/offer
25. Financially advantageous for R to not work (tax/IRS/Social
Security reasons)
94. Transferred; spouse transferred
95. R has not left/still has this job
96. R disputes record; didn’t work for named employer at last wave
97. OTHER (SPECIFY)
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))
JL025M4 WHY LEFT EMPLOYER- 4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.MOSTRECENTJOB.L025M[4]
Why did you ([See Blaise Specifications for FLL025 assignment])
INTERVIEWER: ASK IF NECESSARY: (Did the business close, were you laid off or
let go, did you leave to take care of family members, or what?)
ENTER ALL THAT APPLY
..................................................................................
1. BUSINESS CLOSED; business moved or sold
2. LAID OFF/LET GO; temporary or seasonal job ended; contract
over; lack of work/clients/customers; downsizing;
reorganization; change of political administration; employer
died/too sick
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. BETTER JOB; start own business; go to school/get more training;
make more money; work in family business; go into military
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)
94. Transferred; spouse transferred
95. R has not left/still has this job
96. R disputes record; didn’t work for named employer at last wave
97. OTHER (SPECIFY)
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 (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)
JL027 INCLUDED IN PENSION PLAN
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.MOSTRECENTJOB.L027_
2000 Link: G4116 2002 Link: HL027
(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 yourself?\Were you included in a pension
or retirement plan, or i)
..................................................................................
966 1. YES
813 5. NO
12 8. DK (Don't Know); NA (Not Ascertained)
7 9. RF (Refused)
18331 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)
JL028 # PENSION PLANS
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.L028_RecJobNumPens
2000 Link: G4118 2002 Link: HL028
In how many different pension plans were you included on this job?
1-8 PLANS
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
949 0 4 1.17 0.43 19167
-----------------------------------------------------------------
11 98. DK (Don't Know); NA (Not Ascertained)
2 99. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L028_RecJobNumPens = DONTKNOW)
JL029 INCLUDED IN ONE OR MORE PENSION PLANS
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.L029_
Is this just one plan or more than one?
..................................................................................
2 1. ONE PLAN
1 3. MORE THAN ONE
8 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20118 Blank. INAP (Inapplicable)
Assign:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L028_RecJobNumPens = DONTKNOW
OR NOT (L028_RecJobNumPens = DONTKNOW))
AND ((L028_RecJobNumPens <> 0) AND (L028_RecJobNumPens <> REFUSAL)
OR L029_ = ONEPLAN
OR NOT (L029_ = ONEPLAN))
AND (L028_RecJobNumPens IN [1 .. 4]
OR L029_ = MORETHANONE
OR NOT (L028_RecJobNumPens IN [1 .. 4]))
AND (L028_RecJobNumPens IN [5 .. 8])
JL030 EMLOYER PENSION COUNTER
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.L030ARecJobCntr
2000 Link: G4119_1 2002 Link: HL030
..................................................................................
792 1. FIRST PENSION
147 2. SECOND PENSION
6 3. THIRD PENSION
3 4. FOURTH PENSION
19181 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)
JLW001a TYPE OF PENSION PLAN-MOST RECENT-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].W001A
2000 Link: G4120_1 2002 Link: HL031_1
(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'
..................................................................................
381 1. TYPE A
500 2. TYPE B
36 3. BOTH TYPES
29 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
19182 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW002a AMT IN PENS WHEN LEFT-MOST RECENT-B-1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEB.W002A
2000 Link: G4121_1 2002 Link: HL032_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
391 0 850000 38839.31 83360.00 19564
-----------------------------------------------------------------
146 999998. DK (Don't Know); NA (Not Ascertained)
28 999999. RF (Refused)
JLW003a AMT IN PENS WHEN LEFT-MOST REC-B-MIN-1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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
..................................................................................
96 0. Value of Breakpoint
6 5000. Value of Breakpoint
34 5001. Value of Breakpoint
3 20000. Value of Breakpoint
16 20001. Value of Breakpoint
2 50000. Value of Breakpoint
10 50001. Value of Breakpoint
2 150000. Value of Breakpoint
4 150001. Value of Breakpoint
19956 Blank. INAP (Inapplicable)
JLW004a AMT IN PENS WHEN LEFT-MOST REC-B-MAX-1
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEB.W004A
..................................................................................
35 4999. Value of Breakpoint
6 5000. Value of Breakpoint
40 19999. Value of Breakpoint
3 20000. Value of Breakpoint
11 49999. Value of Breakpoint
2 50000. Value of Breakpoint
9 149999. Value of Breakpoint
2 150000. Value of Breakpoint
65 99999996. Greater than Maximum Breakpoint
19956 Blank. INAP (Inapplicable)
JLW005a AMT IN PENS WHEN LEFT-MOST REC-B-RES-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEB.W005A
..................................................................................
1 97. Data Not Available
43 98. DK (Don't Know); NA (Not Ascertained)
25 99. RF (Refused)
20060 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW006a1 DISPOSITION OF PENSION-MOST RECENT-B-1-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEB.W006B[1]
2000 Link: G4122_1 2002 Link: HL036_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
..................................................................................
184 1. WITHDREW THE MONEY
156 2. ROLLED OVER INTO IRA
160 3. LEFT TO ACCUMULATE
6 4. CONVERT TO ANNUITY
22 5. TRANSFERRED TO NEW EMPLOYER
18 6. LOST BENEFITS
8 7. OTHER (SPECIFY)
7 8. DK (Don't Know); NA (Not Ascertained)
4 9. RF (Refused)
19564 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW006a2 DISPOSITION OF PENSION-MOST RECENT-B-1-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEB.W006B[2]
2000 Link: G4122_1 2002 Link: HL036_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
..................................................................................
4 1. WITHDREW THE MONEY
4 2. ROLLED OVER INTO IRA
4 3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
2 7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20115 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW006a3 DISPOSITION OF PENSION-MOST RECENT-B-1-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].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)
JLW008a AMT LEFT IN OLD ACCT-MOST RECENT-B-1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEB.W008A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much money did you leave in the old account to accumulate?
..................................................................................
2 125000-165000. Actual Value
8 999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20119 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW009a AMOUNT IN PENSION NOW-MOST RECENT-B-1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEB.W009A
2000 Link: G4123_1 2002 Link: HL038_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
92 0 400000 46373.50 62390.73 19967
-----------------------------------------------------------------
61 999998. DK (Don't Know); NA (Not Ascertained)
9 999999. RF (Refused)
JLW010a AMT IN PENSION NOW-MOST RECENT-B -MIN-1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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
..................................................................................
38 0. Value of Breakpoint
4 10000. Value of Breakpoint
7 10001. Value of Breakpoint
9 20001. Value of Breakpoint
1 50000. Value of Breakpoint
5 50001. Value of Breakpoint
1 150001. Value of Breakpoint
20064 Blank. INAP (Inapplicable)
JLW011a AMT IN PENSION NOW-MOST RECENT-B -MAX-1
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEB.W011A
..................................................................................
10 9999. Value of Breakpoint
4 10000. Value of Breakpoint
5 19999. Value of Breakpoint
6 49999. Value of Breakpoint
1 50000. Value of Breakpoint
5 149999. Value of Breakpoint
34 99999996. Greater than Maximum Breakpoint
20064 Blank. INAP (Inapplicable)
JLW012a AMT IN PENS NOW-MOST RENCENT-B-RESULT-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEB.W012A
..................................................................................
5 97. Data Not Available
25 98. DK (Don't Know); NA (Not Ascertained)
8 99. RF (Refused)
20091 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW013a AMT CONVERTED TO ANNUITY-MOST REC-B-1
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEB.W013A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much did you convert to an annuity?
AMOUNT:
..................................................................................
1 99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW014a AGE ANNUITY STARTED-MOST RECENT-B-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEB.W014A
2000 Link: G4128_1 2002 Link: HL043_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
..................................................................................
4 59-71. Actual Value
2 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20123 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW015a AMOUNT OF ANNUITY-MOST RECENT-B-1
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEB.W015A
2000 Link: G4129_1 2002 Link: HL044_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:
..................................................................................
3 100-21000. Actual Value
3 99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20123 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW016a AMOUNT OF ANNUITY PER-MOST RECENT-B-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEB.W016A
2000 Link: G4130_1 2002 Link: HL045_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:
..................................................................................
2 4. MONTH
1 6. YEAR
7. OTHER (SPECIFY)
1 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))
JLW049a ANNUITY BENEFITS DURATION-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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
2 2. AS LONG AS R OR SPOUSE/PARTNER LIVES
1 3. FOR A FIXED TIME PERIOD
7. OTHER (SPECIFY)
3 8. DK (Don't Know); NA (Not Ascertained)
9. 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))
JLW051a ANNUITY BENEFITS-UNTIL YR -1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEB.W051A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
1 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))
JLW052a ANNUITY BENEFITS-UNTIL AGE -1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEB.W052A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
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))
JLW053a ANNUITY BENEFITS-YEARS - 1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEB.W053A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
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))
JLW054a SPP DIE WILL ANNUITY INCOME CHANGE -1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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. CHANGE
3 3. STAY THE SAME
1 7. OTHER (SPECIFY)
2 8. DK (Don't Know); NA (Not Ascertained)
9. 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))
JLW018a AMT OF PENS ROLLOVER-MOST RECENT-B-1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEB.W018A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much did the rollover amount to?
AMOUNT:
..................................................................................
5 10000-125000. Actual Value
3 999998. DK (Don't Know); NA (Not Ascertained)
999999. 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 ((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))
JLW019a AMOUNT OF TRANSFER-MOST RECENT-B-1
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEB.W019A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much did the transfer amount to?
AMOUNT:
..................................................................................
3 99999998. DK (Don't Know); NA (Not Ascertained)
99999999. 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))
JLW056a HOW MUCH MONEY WITHDRAWN -1
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEB.W056A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much money did you withdraw?
..................................................................................
4 300-25000. Actual Value
7 99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20118 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))
JLW057a WHAT DONE WITH MONEY WITHDRAWN-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEB.W057A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
10 1. BOUGHT DURABLES
85 2. SPENT IT
32 3. SAVED/INVESTED
47 4. PAID OFF DEBT
3 5. ROLLED INTO IRA
1 7. OTHER (SPECIFY)
10 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
19941 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))
JLW021a1 DISPOSITION OF PENS-MOST RECENT-A-1-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.W021B[1]
2000 Link: G4133001 2002 Link: HL048_1A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now about the part of the plan 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
..................................................................................
185 1. EXPECT FUTURE BENEFITS
56 2. RECEIVING BENEFITS NOW
99 3. RECEIVED CASH SETTLEMENT
53 4. ROLLED OVER INTO IRA
32 6. LOST BENEFITS
3 7. OTHER (SPECIFY)
14 8. DK (Don't Know); NA (Not Ascertained)
4 9. RF (Refused)
19683 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))
JLW021a2 DISPOSITION OF PENS-MOST RECENT-A-1-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.W021B[2]
2000 Link: G4133001 2002 Link: HL048_1B
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now about the part of the plan 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
2 4. ROLLED OVER INTO IRA
6. LOST BENEFITS
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))
JLW021a3 DISPOSITION OF PENS-MOST RECENT-A-1-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.W021B[3]
2000 Link: G4133001 2002 Link: HL048_1C
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now about the part of the plan 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
1 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))
JLW021a4 DISPOSITION OF PENS-MOST RECENT-A-1-4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.W021B[4]
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now about the part of the plan 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))
JLW023a MO START RECEIVE BENEFITS-MOST REC-A-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.W023A
2000 Link: G4134_1 2002 Link: HL049_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
In what month and year did you start to receive these benefits?
MONTH:
YEAR:
..................................................................................
9 1. JAN
2 2. FEB
3 3. MAR
2 4. APR
3 5. MAY
4 6. JUN
6 7. JUL
8 8. AUG
6 9. SEP
6 10. OCT
3 11. NOV
12. DEC
4 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20073 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))
JLW024a YR START RECEIVE BENEFITS-MOST REC-A-1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.W024A
2000 Link: G4135_1 2002 Link: HL050_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:
..................................................................................
52 1992-2004. Actual Value
4 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20073 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))
JLW025a AMOUNT OF BENEFITS-MOST RECENT-1
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.W025A
2000 Link: G4136_1 2002 Link: HL051_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:
..................................................................................
53 100-42000. Actual Value
1 99998. DK (Don't Know); NA (Not Ascertained)
2 99999. RF (Refused)
20073 Blank. INAP (Innapplicable)
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))
JLW026a AMOUNT OF BENEFITS PER-MOST RECENT-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.W026A
2000 Link: G4137_1 2002 Link: HL055_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:
..................................................................................
39 4. MONTH
14 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20076 Blank. INAP (Inapplicable)
JL116a AMT OF PENS BENEFITS-MOST RECENT-MIN-1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.J116_
J116_-J118_ Unfolding Sequence
Question text: Do they amount to less than $______per month, more than
$______per month, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 200, 400, 1200, 1600
ENTRY POINT: 400
..................................................................................
1 0. Value of Breakpoint
1 400. Value of Breakpoint
1 1601. Value of Breakpoint
20126 Blank. INAP (Inapplicable)
JL117a AMT OF PENS BENEFITS-MOST RECENT-MAX-1
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.J117_
..................................................................................
1 400. Value of Breakpoint
2 99999996. Greater than Maximum Breakpoint
20126 Blank. INAP (Inapplicable)
JL118a AMT OF PENS BENEFITS-MOST REC-RESULT-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.J118_
..................................................................................
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))
JLW028a ADJUSTED FOR COST OF LIVING-MOST REC-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.W028A
2000 Link: G4139_1 2002 Link: HL056_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
Are the benefits adjusted for changes in the cost of living?
..................................................................................
34 1. YES
21 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20073 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))
JLW029a EVER ADJ FOR COST OF LIVING-MOST REC-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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
16 5. NO
2 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))
JLW059a BENEFITS ADJUSTED AUTOMATICALLY -1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.W059A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
Are the benefits adjusted automatically?
..................................................................................
29 1. YES
5 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20095 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))
JLW030a AMOUNT OF CASH SETTLEMENT-MOST RECENT-1
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.W030A
2000 Link: G4141_1 2002 Link: HL058_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
77 85 98000 11786.82 16693.94 20028
-----------------------------------------------------------------
21 99998. DK (Don't Know); NA (Not Ascertained)
3 99999. RF (Refused)
JL123a AMT OF CASH SETTLEMENT-MOST REC-MIN-1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.J123_
J123_-J125_ Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 2000, 6000, 60000, 250000
ENTRY POINT: 6000
..................................................................................
11 0. Value of Breakpoint
1 2000. Value of Breakpoint
5 2001. Value of Breakpoint
4 6001. Value of Breakpoint
20108 Blank. INAP (Inapplicable)
JL124a AMT OF CASH SETTLEMENT-MOST REC-MAX-1
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.J124_
..................................................................................
2 1999. Value of Breakpoint
1 2000. Value of Breakpoint
5 5999. Value of Breakpoint
4 59999. Value of Breakpoint
9 99999996. Greater than Maximum Breakpoint
20108 Blank. INAP (Inapplicable)
JL125a AMT CASH SETTLEMENT-MOST REC-RESULT-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.J125_
..................................................................................
3 97. Data Not Available
6 98. DK (Don't Know); NA (Not Ascertained)
3 99. RF (Refused)
20117 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))
JLW031a1 WHAT R DID W/ CASH-MOST RECENT-1-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.W031B[1]
2000 Link: G4142001 2002 Link: HL062_1A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
9 1. BOUGHT DURABLES
44 2. SPENT IT
24 3. SAVED/INVESTED
13 4. PAID OFF DEBT
9 5. ROLLED INTO IRA
7. OTHER (SPECIFY)
2 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20028 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))
JLW031a2 WHAT R DID W/ CASH-MOST RECENT-1-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.W031B[2]
2000 Link: G4142001 2002 Link: HL062_1B
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
1 1. BOUGHT DURABLES
1 2. SPENT IT
2 3. SAVED/INVESTED
4. PAID OFF DEBT
1 5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. 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))
JLW031a3 WHAT R DID W/ CASH-MOST RECENT-1-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.W031B[3]
2000 Link: G4142001 2002 Link: HL062_1C
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
1. BOUGHT DURABLES
1 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)
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))
JLW033a AMOUNT OF ROLLOVER-MOST RECENT-A-1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.W033A
2000 Link: G4143_1 2002 Link: HL063_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
IRA ROLLOVER
How much did the rollover amount to?
AMOUNT:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
38 1000 850000 70136.84 169650.16 20074
-----------------------------------------------------------------
11 999998. DK (Don't Know); NA (Not Ascertained)
6 999999. 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 ((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))
JLW034a NUMBER OF YEARS IN PLAN-MOST RECENT-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.W034A
2000 Link: G4144_1 2002 Link: HL064_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
169 1 35 14.44 7.75 19943
-----------------------------------------------------------------
17 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))
JLW035a AGE EXPECT TO REC BENEFITS-MOST REC-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.W035A
2000 Link: G4145_1 2002 Link: HL065_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
146 51 71 62.52 3.80 19954
-----------------------------------------------------------------
96. ALREADY RECEIVING ALL BENEFITS
29 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))
JLW036a FORM OF EXPECTED BENEFITS-MOST RECENT-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.W036A
2000 Link: G4146_1 2002 Link: HL066_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?
..................................................................................
14 1. PERCENT OF PAY
107 2. AMOUNT PER MONTH/YEAR
6 3. LUMP SUM
32 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
19970 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))
JLW037a EXPECTED BEN-PCT FINAL PAY-MOST REC-1
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.W037A
2000 Link: G4147_1 2002 Link: HL067_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: ENTER THE PERCENT OF FINAL PAY
1-100 PERCENT
PERCENT:
..................................................................................
7 10-75. Actual Value
7 998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
20115 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))
JLW038a AMT OF EXPECTED BENEFITS-MOST RECENT-1
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.W038A
2000 Link: G4148_1 2002 Link: HL068_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:
..................................................................................
83 10-48000. Actual Value
23 99998. DK (Don't Know); NA (Not Ascertained)
1 99999. RF (Refused)
20022 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))
JLW039a EXPECTED BENEFITS PER-MOST RECENT-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.W039A
2000 Link: G4149_1 2002 Link: HL072_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:
..................................................................................
79 4. MONTH
4 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20046 Blank. INAP (Inapplicable)
JL133a AMT OF EXPECTED BENEFITS-MOST REC-MIN-1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.J133_
J133_-J135_ Unfolding Sequence
Question text: Do you expect a total of less than $______per year, more than
$______per year, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 500, 1000, 2000, 3000
ENTRY POINT: 1000
..................................................................................
8 0. Value of Breakpoint
3 501. Value of Breakpoint
5 1001. Value of Breakpoint
1 2001. Value of Breakpoint
1 3000. Value of Breakpoint
6 3001. Value of Breakpoint
20105 Blank. INAP (Inapplicable)
JL134a AMT OF EXPECTED BENEFITS-MOST REC-MAX-1
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.J134_
..................................................................................
3 499. Value of Breakpoint
3 999. Value of Breakpoint
2 1999. Value of Breakpoint
1 2999. Value of Breakpoint
1 3000. Value of Breakpoint
14 99999996. Greater than Maximum Breakpoint
20105 Blank. INAP (Inapplicable)
JL135a AMT OF EXPECTED BENEFITS-MOST REC-RES-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.J135_
..................................................................................
97. Data Not Available
7 98. DK (Don't Know); NA (Not Ascertained)
1 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 ((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))
JLW041a EXPECTED BENEFITS-LUMP SUM-MOST REC-1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPEA.W041A
2000 Link: G4151_1 2002 Link: HL073_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: ENTER LUMP SUM AMOUNT
AMOUNT:
..................................................................................
5 2000-150000. Actual Value
1 999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20123 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))
JLW042a EARLIEST AGE LEAVE/REC PENS-MOST REC-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].W042EarlyAgeRecPen
2000 Link: G4163_1 2002 Link: HL074_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
613 30 72 58.50 6.24 19184
-----------------------------------------------------------------
95 95. NO AGE REQUIREMENT
233 98. DK (Don't Know); NA (Not Ascertained)
4 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)
JLW001b TYPE OF PENSION PLAN-MOST RECENT-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].W001A
2000 Link: G4120_2 2002 Link: HL031_2
(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'
..................................................................................
47 1. TYPE A
96 2. TYPE B
4 3. BOTH TYPES
7 8. DK (Don't Know); NA (Not Ascertained)
2 9. RF (Refused)
19973 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW002b AMT IN PENS WHEN LEFT-MOST RECENT-B-2
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEB.W002A
2000 Link: G4121_2 2002 Link: HL032_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
77 0 600000 54199.49 88975.70 20022
-----------------------------------------------------------------
25 999998. DK (Don't Know); NA (Not Ascertained)
5 999999. RF (Refused)
JLW003b AMT IN PENS WHEN LEFT-MOST REC-B-MIN-2
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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
..................................................................................
19 0. Value of Breakpoint
1 5000. Value of Breakpoint
3 5001. Value of Breakpoint
3 20001. Value of Breakpoint
1 50000. Value of Breakpoint
3 50001. Value of Breakpoint
20099 Blank. INAP (Inapplicable)
JLW004b AMT IN PENS WHEN LEFT-MOST REC-B-MAX-2
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEB.W004A
..................................................................................
3 4999. Value of Breakpoint
1 5000. Value of Breakpoint
4 19999. Value of Breakpoint
3 49999. Value of Breakpoint
1 50000. Value of Breakpoint
3 149999. Value of Breakpoint
15 99999996. Greater than Maximum Breakpoint
20099 Blank. INAP (Inapplicable)
JLW005b AMT IN PENS WHEN LEFT-MOST REC-B-RES-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEB.W005A
..................................................................................
97. Data Not Available
11 98. DK (Don't Know); NA (Not Ascertained)
6 99. RF (Refused)
20112 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW006b1 DISPOSITION OF PENSION-MOST RECENT-B-2-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEB.W006B[1]
2000 Link: G4122_2 2002 Link: HL036_2A
..................................................................................
17 1. WITHDREW THE MONEY
31 2. ROLLED OVER INTO IRA
38 3. LEFT TO ACCUMULATE
1 4. CONVERT TO ANNUITY
6 5. TRANSFERRED TO NEW EMPLOYER
5 6. LOST BENEFITS
3 7. OTHER (SPECIFY)
4 8. DK (Don't Know); NA (Not Ascertained)
2 9. RF (Refused)
20022 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW006b2 DISPOSITION OF PENSION-MOST RECENT-B-2-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEB.W006B[2]
2000 Link: G4122_2 2002 Link: HL036_2B
..................................................................................
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)
JLW006b3 DISPOSITION OF PENSION-MOST RECENT-B-2-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEB.W006B[3]
..................................................................................
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)
JLW008b AMT LEFT IN OLD ACCT-MOST RECENT-B-2
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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 999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW009b AMOUNT IN PENSION NOW-MOST RECENT-B-2
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEB.W009A
2000 Link: G4123_2 2002 Link: HL038_2
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
23 4000 150000 45239.13 43143.49 20091
-----------------------------------------------------------------
13 999998. DK (Don't Know); NA (Not Ascertained)
2 999999. RF (Refused)
JLW010b AMT IN PENSION NOW-MOST RECENT-B -MIN-2
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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
..................................................................................
10 0. Value of Breakpoint
2 20000. Value of Breakpoint
1 20001. Value of Breakpoint
1 50001. Value of Breakpoint
1 150001. Value of Breakpoint
20114 Blank. INAP (Inapplicable)
JLW011b AMT IN PENSION NOW-MOST RECENT-B -MAX-2
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEB.W011A
..................................................................................
4 9999. Value of Breakpoint
2 20000. Value of Breakpoint
1 49999. Value of Breakpoint
1 149999. Value of Breakpoint
7 99999996. Greater than Maximum Breakpoint
20114 Blank. INAP (Inapplicable)
JLW012b AMT IN PENS NOW-MOST RENCENT-B-RESULT-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEB.W012A
..................................................................................
97. Data Not Available
4 98. DK (Don't Know); NA (Not Ascertained)
2 99. RF (Refused)
20123 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW013b AMT CONVERTED TO ANNUITY-MOST REC-B-2
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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)
JLW014b AGE ANNUITY STARTED-MOST RECENT-B-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEB.W014A
2000 Link: G4128_2 2002 Link: HL043_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 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)
JLW015b AMOUNT OF ANNUITY-MOST RECENT-B-2
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEB.W015A
2000 Link: G4129_2 2002 Link: HL044_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 0. Actual Value
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW016b AMOUNT OF ANNUITY PER-MOST RECENT-B-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEB.W016A
2000 Link: G4130_2 2002 Link: HL045_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:
..................................................................................
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))
JLW049b ANNUITY BENEFITS DURATION-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER (SPECIFY)
1 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))
JLW051b ANNUITY BENEFITS-UNTIL YR -2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEB.W051A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
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))
JLW052b ANNUITY BENEFITS-UNTIL AGE -2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEB.W052A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
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))
JLW053b ANNUITY BENEFITS-YEARS - 2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEB.W053A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
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))
JLW054b SPP DIE WILL ANNUITY INCOME CHANGE -2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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 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))
JLW018b AMT OF PENS ROLLOVER-MOST RECENT-B-2
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEB.W018A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much did the rollover amount to?
AMOUNT:
..................................................................................
1 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))
JLW019b AMOUNT OF TRANSFER-MOST RECENT-B-2
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEB.W019A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much did the transfer amount to?
AMOUNT:
..................................................................................
1 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))
JLW056b HOW MUCH MONEY WITHDRAWN -2
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEB.W056A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much money did you withdraw?
..................................................................................
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 ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) 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))
JLW057b WHAT DONE WITH MONEY WITHDRAWN-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEB.W057A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
1. BOUGHT DURABLES
8 2. SPENT IT
5 3. SAVED/INVESTED
3 4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
1 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))
JLW021b1 DISPOSITION OF PENS-MOST RECENT-A-2-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.W021B[1]
2000 Link: G4133007 2002 Link: HL048_2A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now about the part of the plan 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
3 2. RECEIVING BENEFITS NOW
8 3. RECEIVED CASH SETTLEMENT
6 4. ROLLED OVER INTO IRA
3 6. LOST BENEFITS
1 7. OTHER (SPECIFY)
4 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
20071 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))
JLW021b2 DISPOSITION OF PENS-MOST RECENT-A-2-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.W021B[2]
2000 Link: G4133007 2002 Link: HL048_2B
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now about the part of the plan 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))
JLW021b3 DISPOSITION OF PENS-MOST RECENT-A-2-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.W021B[3]
2000 Link: G4133007 2002 Link: HL048_2C
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now about the part of the plan 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))
JLW021b4 DISPOSITION OF PENS-MOST RECENT-A-2-4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.W021B[4]
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now about the part of the plan 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))
JLW023b MO START RECEIVE BENEFITS-MOST REC-A-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.W023A
2000 Link: G4134_2 2002 Link: HL049_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
5. MAY
6. JUN
1 7. JUL
8. AUG
9. SEP
1 10. OCT
1 11. NOV
12. DEC
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 ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) 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))
JLW024b YR START RECEIVE BENEFITS-MOST REC-A-2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.W024A
2000 Link: G4135_2 2002 Link: HL050_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:
..................................................................................
3 2000-2002. Actual Value
9998. DK (Don't Know); NA (Not Ascertained)
9999. 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))
JLW025b AMOUNT OF BENEFITS-MOST RECENT-2
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.W025A
2000 Link: G4136_2 2002 Link: HL051_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:
..................................................................................
2 2700-25000. Actual Value
99998. DK (Don't Know); NA (Not Ascertained)
1 99999. 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 ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JLW026b AMOUNT OF BENEFITS PER-MOST RECENT-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.W026A
2000 Link: G4137_2 2002 Link: HL055_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
1 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20127 Blank. INAP (Inapplicable)
JL116b AMT OF PENS BENEFITS-MOST RECENT-MIN-2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.J116_
J116_-J118_ Unfolding Sequence
Question text: Do they amount to less than $______per month, more than
$______per month, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 200, 400, 1200, 1600
ENTRY POINT: 400
..................................................................................
1 0. Value of Breakpoint
20128 Blank. INAP (Inapplicable)
JL117b AMT OF PENS BENEFITS-MOST RECENT-MAX-2
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.J117_
..................................................................................
1 99999996. Greater than Maximum Breakpoint
20128 Blank. INAP (Inapplicable)
JL118b AMT OF PENS BENEFITS-MOST REC-RESULT-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.J118_
..................................................................................
97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
1 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))
JLW028b ADJUSTED FOR COST OF LIVING-MOST REC-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.W028A
2000 Link: G4139_2 2002 Link: HL056_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
Are the benefits adjusted for changes in the cost of living?
..................................................................................
1. YES
3 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. 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))
JLW029b EVER ADJ FOR COST OF LIVING-MOST REC-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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
3 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. 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))
JLW059b BENEFITS ADJUSTED AUTOMATICALLY -2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].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))
JLW030b AMOUNT OF CASH SETTLEMENT-MOST RECENT-2
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.W030A
2000 Link: G4141_2 2002 Link: HL058_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:
..................................................................................
7 3000-50000. Actual Value
1 99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20121 Blank. INAP (Inapplicable)
JL123b AMT OF CASH SETTLEMENT-MOST REC-MIN-2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.J123_
J123_-J125_ Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 2000, 6000, 60000, 250000
ENTRY POINT: 6000
..................................................................................
1 2000. Value of Breakpoint
20128 Blank. INAP (Inapplicable)
JL124b AMT OF CASH SETTLEMENT-MOST REC-MAX-2
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.J124_
..................................................................................
1 2000. Value of Breakpoint
20128 Blank. INAP (Inapplicable)
JL125b AMT CASH SETTLEMENT-MOST REC-RESULT-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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))
JLW031b1 WHAT R DID W/ CASH-MOST RECENT-2-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.W031B[1]
2000 Link: G4142007 2002 Link: HL062_2A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
1 1. BOUGHT DURABLES
3 2. SPENT IT
2 3. SAVED/INVESTED
4. PAID OFF DEBT
2 5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. 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 ((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))
JLW031b2 WHAT R DID W/ CASH-MOST RECENT-2-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.W031B[2]
2000 Link: G4142007 2002 Link: HL062_2B
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))
JLW031b3 WHAT R DID W/ CASH-MOST RECENT-2-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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))
JLW033b AMOUNT OF ROLLOVER-MOST RECENT-A-2
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.W033A
2000 Link: G4143_2 2002 Link: HL063_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
IRA ROLLOVER
How much did the rollover amount to?
AMOUNT:
..................................................................................
5 18000-500000. Actual Value
999998. DK (Don't Know); NA (Not Ascertained)
1 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))
JLW034b NUMBER OF YEARS IN PLAN-MOST RECENT-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.W034A
2000 Link: G4144_2 2002 Link: HL064_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
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
29 3 27 14.31 6.95 20097
-----------------------------------------------------------------
3 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))
JLW035b AGE EXPECT TO REC BENEFITS-MOST REC-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.W035A
2000 Link: G4145_2 2002 Link: HL065_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
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
28 55 70 62.04 4.69 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))
JLW036b FORM OF EXPECTED BENEFITS-MOST RECENT-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.W036A
2000 Link: G4146_2 2002 Link: HL066_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?
..................................................................................
3 1. PERCENT OF PAY
18 2. AMOUNT PER MONTH/YEAR
2 3. LUMP SUM
7 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20099 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))
JLW037b EXPECTED BEN-PCT FINAL PAY-MOST REC-2
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.W037A
2000 Link: G4147_2 2002 Link: HL067_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: ENTER THE PERCENT OF FINAL PAY
1-100 PERCENT
PERCENT:
..................................................................................
3 10-80. Actual Value
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))
JLW038b AMT OF EXPECTED BENEFITS-MOST RECENT-2
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.W038A
2000 Link: G4148_2 2002 Link: HL068_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:
..................................................................................
15 0-48000. Actual Value
3 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))
JLW039b EXPECTED BENEFITS PER-MOST RECENT-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.W039A
2000 Link: G4149_2 2002 Link: HL072_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:
..................................................................................
13 4. MONTH
1 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20115 Blank. INAP (Inapplicable)
JL133b AMT OF EXPECTED BENEFITS-MOST REC-MIN-2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.J133_
J133_-J135_ Unfolding Sequence
Question text: Do you expect a total of less than $______per year, more than
$______per year, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 500, 1000, 2000, 3000
ENTRY POINT: 1000
..................................................................................
1 0. Value of Breakpoint
1 500. Value of Breakpoint
1 501. Value of Breakpoint
20126 Blank. INAP (Inapplicable)
JL134b AMT OF EXPECTED BENEFITS-MOST REC-MAX-2
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.J134_
..................................................................................
1 499. Value of Breakpoint
1 500. Value of Breakpoint
1 999. Value of Breakpoint
20126 Blank. INAP (Inapplicable)
JL135b AMT OF EXPECTED BENEFITS-MOST REC-RES-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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))
JLW041b EXPECTED BENEFITS-LUMP SUM-MOST REC-2
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPEA.W041A
2000 Link: G4151_2 2002 Link: HL073_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: ENTER LUMP SUM AMOUNT
AMOUNT:
..................................................................................
2 6000-120000. 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 (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))
JLW042b EARLIEST AGE LEAVE/REC PENS-MOST REC-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].W042EarlyAgeRecPen
2000 Link: G4163_2 2002 Link: HL074_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
112 38 69 58.22 5.49 19975
-----------------------------------------------------------------
13 95. NO AGE REQUIREMENT
28 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)
JLW001c TYPE OF PENSION PLAN-MOST RECENT-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].W001A
2000 Link: G4120_2 2002 Link: HL031_3
(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
7 2. TYPE B
3. BOTH TYPES
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20120 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW002c AMT IN PENS WHEN LEFT-MOST RECENT-B-3
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEB.W002A
2000 Link: G4121_2 2002 Link: HL032_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:
..................................................................................
5 1000-150000. Actual Value
2 999998. DK (Don't Know); NA (Not Ascertained)
1 999999. RF (Refused)
20121 Blank. INAP (Inapplicable)
JLW003c AMT IN PENS WHEN LEFT-MOST REC-B-MIN-3
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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
..................................................................................
2 0. Value of Breakpoint
1 5001. Value of Breakpoint
20126 Blank. INAP (Inapplicable)
JLW004c AMT IN PENS WHEN LEFT-MOST REC-B-MAX-3
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEB.W004A
..................................................................................
1 19999. Value of Breakpoint
2 99999996. Greater than Maximum Breakpoint
20126 Blank. INAP (Inapplicable)
JLW005c AMT IN PENS WHEN LEFT-MOST REC-B-RES-3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEB.W005A
..................................................................................
97. Data Not Available
1 98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
20127 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW006c1 DISPOSITION OF PENSION-MOST RECENT-B-3-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEB.W006B[1]
2000 Link: G4122_2 2002 Link: HL036_3A
..................................................................................
2 1. WITHDREW THE MONEY
3 2. ROLLED OVER INTO IRA
2 3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20121 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW006c2 DISPOSITION OF PENSION-MOST RECENT-B-3-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEB.W006B[2]
2000 Link: G4122_2 2002 Link: HL036_3B
..................................................................................
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)
JLW006c3 DISPOSITION OF PENSION-MOST RECENT-B-3-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEB.W006B[3]
..................................................................................
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)
JLW008c AMT LEFT IN OLD ACCT-MOST RECENT-B-3
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEB.W008A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much money did you leave in the old account to accumulate?
..................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW009c AMOUNT IN PENSION NOW-MOST RECENT-B-3
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEB.W009A
2000 Link: G4123_2 2002 Link: HL038_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 999998. DK (Don't Know); NA (Not Ascertained)
1 999999. RF (Refused)
20127 Blank. INAP (Inapplicable)
JLW010c AMT IN PENSION NOW-MOST RECENT-B -MIN-3
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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
..................................................................................
2 0. Value of Breakpoint
20127 Blank. INAP (Inapplicable)
JLW011c AMT IN PENSION NOW-MOST RECENT-B -MAX-3
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEB.W011A
..................................................................................
1 9999. Value of Breakpoint
1 99999996. Greater than Maximum Breakpoint
20127 Blank. INAP (Inapplicable)
JLW012c AMT IN PENS NOW-MOST RENCENT-B-RESULT-3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEB.W012A
..................................................................................
97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW013c AMT CONVERTED TO ANNUITY-MOST REC-B-3
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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)
JLW014c AGE ANNUITY STARTED-MOST RECENT-B-3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEB.W014A
2000 Link: G4128_2 2002 Link: HL043_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)
JLW015c AMOUNT OF ANNUITY-MOST RECENT-B-3
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEB.W015A
2000 Link: G4129_2 2002 Link: HL044_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:
..................................................................................
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW016c AMOUNT OF ANNUITY PER-MOST RECENT-B-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEB.W016A
2000 Link: G4130_2 2002 Link: HL045_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))
JLW049c ANNUITY BENEFITS DURATION-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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/PARTNER 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)
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))
JLW051c ANNUITY BENEFITS-UNTIL YR -3
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEB.W051A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
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))
JLW052c ANNUITY BENEFITS-UNTIL AGE -3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEB.W052A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
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))
JLW053c ANNUITY BENEFITS-YEARS - 3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEB.W053A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
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))
JLW054c SPP DIE WILL ANNUITY INCOME CHANGE -3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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))
JLW018c AMT OF PENS ROLLOVER-MOST RECENT-B-3
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEB.W018A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
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))
JLW019c AMOUNT OF TRANSFER-MOST RECENT-B-3
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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))
JLW056c HOW MUCH MONEY WITHDRAWN -3
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEB.W056A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much money did you withdraw?
..................................................................................
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 ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) 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))
JLW057c WHAT DONE WITH MONEY WITHDRAWN-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEB.W057A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
1 1. BOUGHT DURABLES
1 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))
JLW021c1 DISPOSITION OF PENS-MOST RECENT-A-3-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.W021B[1]
2000 Link: G4133007 2002 Link: HL048_3A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now about the part of the plan 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
..................................................................................
2 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)
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))
JLW021c2 DISPOSITION OF PENS-MOST RECENT-A-3-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.W021B[2]
2000 Link: G4133007 2002 Link: HL048_3B
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now about the part of the plan 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))
JLW021c3 DISPOSITION OF PENS-MOST RECENT-A-3-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.W021B[3]
2000 Link: G4133007 2002 Link: HL048_3C
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now about the part of the plan 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))
JLW021c4 DISPOSITION OF PENS-MOST RECENT-A-3-4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.W021B[4]
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now about the part of the plan 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))
JLW023c MO START RECEIVE BENEFITS-MOST REC-A-3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.W023A
2000 Link: G4134_2 2002 Link: HL049_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))
JLW024c YR START RECEIVE BENEFITS-MOST REC-A-3
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.W024A
2000 Link: G4135_2 2002 Link: HL050_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))
JLW025c AMOUNT OF BENEFITS-MOST RECENT-3
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.W025A
2000 Link: G4136_2 2002 Link: HL051_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))
JLW026c AMOUNT OF BENEFITS PER-MOST RECENT-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.W026A
2000 Link: G4137_2 2002 Link: HL055_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)
JL116c AMT OF PENS BENEFITS-MOST RECENT-MIN-3
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.J116_
J116_-J118_ Unfolding Sequence
Question text: Do they amount to less than $______per month, more than
$______per month, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 200, 400, 1200, 1600
ENTRY POINT: 400
..................................................................................
20129 Blank. INAP (Inapplicable)
JL117c AMT OF PENS BENEFITS-MOST RECENT-MAX-3
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.J117_
..................................................................................
20129 Blank. INAP (Inapplicable)
JL118c AMT OF PENS BENEFITS-MOST REC-RESULT-3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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))
JLW028c ADJUSTED FOR COST OF LIVING-MOST REC-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.W028A
2000 Link: G4139_2 2002 Link: HL056_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))
JLW029c EVER ADJ FOR COST OF LIVING-MOST REC-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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))
JLW059c BENEFITS ADJUSTED AUTOMATICALLY -3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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))
JLW030c AMOUNT OF CASH SETTLEMENT-MOST RECENT-3
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.W030A
2000 Link: G4141_2 2002 Link: HL058_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:
..................................................................................
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20129 Blank. INAP (Inapplicable)
JL123c AMT OF CASH SETTLEMENT-MOST REC-MIN-3
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.J123_
J123_-J125_ Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 2000, 6000, 60000, 250000
ENTRY POINT: 6000
..................................................................................
20129 Blank. INAP (Inapplicable)
JL124c AMT OF CASH SETTLEMENT-MOST REC-MAX-3
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.J124_
..................................................................................
20129 Blank. INAP (Inapplicable)
JL125c AMT CASH SETTLEMENT-MOST REC-RESULT-3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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))
JLW031c1 WHAT R DID W/ CASH-MOST RECENT-3-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.W031B[1]
2000 Link: G4142007 2002 Link: HL062_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))
JLW031c2 WHAT R DID W/ CASH-MOST RECENT-3-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.W031B[2]
2000 Link: G4142007 2002 Link: HL062_3B
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))
JLW031c3 WHAT R DID W/ CASH-MOST RECENT-3-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.W031B[3]
2000 Link: G4142007 2002 Link: HL062_3C
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))
JLW033c AMOUNT OF ROLLOVER-MOST RECENT-A-3
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.W033A
2000 Link: G4143_2 2002 Link: HL063_3
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))
JLW034c NUMBER OF YEARS IN PLAN-MOST RECENT-3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.W034A
2000 Link: G4144_2 2002 Link: HL064_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
..................................................................................
2 13-23. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
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 ((MOSTRECENTJOB.L027_ <> NO) AND MOSTRECENTJOB.L027_ <> NONRESPONSE)
AND (L030ARecJobCntr <> EMPTY)
AND ((i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY))
JLW035c AGE EXPECT TO REC BENEFITS-MOST REC-3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.W035A
2000 Link: G4145_2 2002 Link: HL065_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
..................................................................................
2 55. Actual Value
96. ALREADY RECEIVING ALL BENEFITS
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20127 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))
JLW036c FORM OF EXPECTED BENEFITS-MOST RECENT-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.W036A
2000 Link: G4146_2 2002 Link: HL066_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
2 2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20127 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))
JLW037c EXPECTED BEN-PCT FINAL PAY-MOST REC-3
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.W037A
2000 Link: G4147_2 2002 Link: HL067_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))
JLW038c AMT OF EXPECTED BENEFITS-MOST RECENT-3
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.W038A
2000 Link: G4148_2 2002 Link: HL068_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:
..................................................................................
2 0-500. Actual Value
99998. DK (Don't Know); NA (Not Ascertained)
99999. 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))
JLW039c EXPECTED BENEFITS PER-MOST RECENT-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.W039A
2000 Link: G4149_2 2002 Link: HL072_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)
JL133c AMT OF EXPECTED BENEFITS-MOST REC-MIN-3
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.J133_
J133_-J135_ Unfolding Sequence
Question text: Do you expect a total of less than $______per year, more than
$______per year, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 500, 1000, 2000, 3000
ENTRY POINT: 1000
..................................................................................
20129 Blank. INAP (Inapplicable)
JL134c AMT OF EXPECTED BENEFITS-MOST REC-MAX-3
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.J134_
..................................................................................
20129 Blank. INAP (Inapplicable)
JL135c AMT OF EXPECTED BENEFITS-MOST REC-RES-3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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))
JLW041c EXPECTED BENEFITS-LUMP SUM-MOST REC-3
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPEA.W041A
2000 Link: G4151_2 2002 Link: HL073_3
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: ENTER LUMP SUM AMOUNT
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 (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))
JLW042c EARLIEST AGE LEAVE/REC PENS-MOST REC-3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].W042EarlyAgeRecPen
2000 Link: G4163_2 2002 Link: HL074_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
..................................................................................
6 45-55. Actual Value
3 95. NO AGE REQUIREMENT
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20120 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)
JLW001d TYPE OF PENSION PLAN-MOST RECENT-4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].W001A
2000 Link: G4120_1 2002 Link: HL082_1
(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 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)
JLW002d AMT IN PENS WHEN LEFT-MOST RECENT-B-4
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEB.W002A
2000 Link: G4121_1 2002 Link: HL083_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:
..................................................................................
2 500-5000. Actual Value
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20127 Blank. INAP (Inapplicable)
JLW003d AMT IN PENS WHEN LEFT-MOST REC-B-MIN-4
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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
..................................................................................
20129 Blank. INAP (Inapplicable)
JLW004d AMT IN PENS WHEN LEFT-MOST REC-B-MAX-4
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEB.W004A
..................................................................................
20129 Blank. INAP (Inapplicable)
JLW005d AMT IN PENS WHEN LEFT-MOST REC-B-RES-4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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)
JLW006d1 DISPOSITION OF PENSION-MOST RECENT-B-4-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEB.W006B[1]
2000 Link: G4122_1 2002 Link: HL087_1A
..................................................................................
1 1. WITHDREW THE MONEY
2. ROLLED OVER INTO RA
1 3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20127 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW006d2 DISPOSITION OF PENSION-MOST RECENT-B-4-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEB.W006B[2]
2000 Link: G4122_1 2002 Link: HL087_1B
..................................................................................
1. WITHDREW THE MONEY
2. ROLLED OVER INTO RA
3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW006d3 DISPOSITION OF PENSION-MOST RECENT-B-4-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEB.W006B[3]
..................................................................................
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)
JLW008d AMT LEFT IN OLD ACCT-MOST RECENT-B-4
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEB.W008A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much money did you leave in the old account to accumulate?
..................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW009d AMOUNT IN PENSION NOW-MOST RECENT-B-4
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEB.W009A
2000 Link: G4123_1 2002 Link: HL089_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much is in that account now?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
1 5000. Actual Value
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20128 Blank. INAP (Inapplicable)
JLW010d AMT IN PENSION NOW-MOST RECENT-B -MIN-4
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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)
JLW011d AMT IN PENSION NOW-MOST RECENT-B -MAX-4
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEB.W011A
..................................................................................
20129 Blank. INAP (Inapplicable)
JLW012d AMT IN PENS NOW-MOST RENCENT-B-RESULT-4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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)
JLW013d AMT CONVERTED TO ANNUITY-MOST REC-B-4
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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)
JLW014d AGE ANNUITY STARTED-MOST RECENT-B-4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEB.W014A
2000 Link: G4128_1 2002 Link: HL094_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
..................................................................................
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)
JLW015d AMOUNT OF ANNUITY-MOST RECENT-B-4
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEB.W015A
2000 Link: G4129_1 2002 Link: HL095_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:
..................................................................................
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW016d AMOUNT OF ANNUITY PER-MOST RECENT-B-4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEB.W016A
2000 Link: G4130_1 2002 Link: HL096_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:
..................................................................................
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))
JLW049d ANNUITY BENEFITS DURATION-4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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/PARTNER 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)
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))
JLW051d ANNUITY BENEFITS-UNTIL YR -4
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEB.W051A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
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))
JLW052d ANNUITY BENEFITS-UNTIL AGE -4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEB.W052A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
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))
JLW053d ANNUITY BENEFITS-YEARS -4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEB.W053A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
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))
JLW054d SPP DIE WILL ANNUITY INCOME CHANGE -4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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))
JLW018d AMT OF PENS ROLLOVER-MOST RECENT-B-4
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEB.W018A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
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))
JLW019d AMOUNT OF TRANSFER-MOST RECENT-B-4
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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))
JLW056d HOW MUCH MONEY WITHDRAWN -4
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEB.W056A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much money did you withdraw?
..................................................................................
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 ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) 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))
JLW057d WHAT DONE WITH MONEY WITHDRAWN-4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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
1 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))
JLW021d1 DISPOSITION OF PENS-MOST RECENT-A-4-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.W021B[1]
2000 Link: G4133001 2002 Link: HL099_1A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now about the part of the plan 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))
JLW021d2 DISPOSITION OF PENS-MOST RECENT-A-4-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.W021B[2]
2000 Link: G4133001 2002 Link: HL099_1B
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now about the part of the plan 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))
JLW021d3 DISPOSITION OF PENS-MOST RECENT-A-4-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.W021B[3]
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now about the part of the plan 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))
JLW021d4 DISPOSITION OF PENS-MOST RECENT-A-4-4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.W021B[4]
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now about the part of the plan 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))
JLW023d MO START RECEIVE BENEFITS-MOST REC-A-4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.W023A
2000 Link: G4134_1 2002 Link: HL100_1
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))
JLW024d YR START RECEIVE BENEFITS-MOST REC-A-4
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.W024A
2000 Link: G4135_1 2002 Link: HL101_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:
..................................................................................
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))
JLW025d AMOUNT OF BENEFITS-MOST RECENT-4
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.W025A
2000 Link: G4136_1 2002 Link: HL102_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:
..................................................................................
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))
JLW026d AMOUNT OF BENEFITS PER-MOST RECENT-4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.W026A
2000 Link: G4137_1 2002 Link: HL106_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:
..................................................................................
4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
JL116d AMT OF PENS BENEFITS-MOST RECENT-MIN-4
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.J116_
J116_-J118_ Unfolding Sequence
Question text: Do they amount to less than $______per month, more than
$______per month, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 200, 400, 1200, 1600
ENTRY POINT: 400
..................................................................................
20129 Blank. INAP (Inapplicable)
JL117d AMT OF PENS BENEFITS-MOST RECENT-MAX-4
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.J117_
..................................................................................
20129 Blank. INAP (Inapplicable)
JL118d AMT OF PENS BENEFITS-MOST REC-RESULT-4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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))
JLW028d ADJUSTED FOR COST OF LIVING-MOST REC-4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.W028A
2000 Link: G4139_1 2002 Link: HL107_1
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))
JLW029d EVER ADJ FOR COST OF LIVING-MOST REC-4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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))
JLW059d BENEFITS ADJUSTED AUTOMATICALLY -4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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))
JLW030d AMOUNT OF CASH SETTLEMENT-MOST RECENT-4
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.W030A
2000 Link: G4141_1 2002 Link: HL109_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:
..................................................................................
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20129 Blank. INAP (Inapplicable)
JL123d AMT OF CASH SETTLEMENT-MOST REC-MIN-4
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.J123_
J123_-J125_ Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 2000, 6000, 60000, 250000
ENTRY POINT: 6000
..................................................................................
20129 Blank. INAP (Inapplicable)
JL124d AMT OF CASH SETTLEMENT-MOST REC-MAX-4
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.J124_
..................................................................................
20129 Blank. INAP (Inapplicable)
JL125d AMT CASH SETTLEMENT-MOST REC-RESULT-4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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))
JLW031d1 WHAT R DID W/ CASH-MOST RECENT-4-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.W031B[1]
2000 Link: G4142001 2002 Link: HL113_1A
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))
JLW031d2 WHAT R DID W/ CASH-MOST RECENT-4-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.W031B[2]
2000 Link: G4142001 2002 Link: HL113_1B
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))
JLW031d3 WHAT R DID W/ CASH-MOST RECENT-4-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.W031B[3]
2000 Link: G4142001 2002 Link: HL113_1C
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))
JLW033d AMOUNT OF ROLLOVER-MOST RECENT-A-4
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.W033A
2000 Link: G4143_1 2002 Link: HL114_1
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))
JLW034d NUMBER OF YEARS IN PLAN-MOST RECENT-4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.W034A
2000 Link: G4144_1 2002 Link: HL115_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
..................................................................................
1 23. 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))
JLW035d AGE EXPECT TO REC BENEFITS-MOST REC-4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.W035A
2000 Link: G4145_1 2002 Link: HL116_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
..................................................................................
1 65. 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))
JLW036d FORM OF EXPECTED BENEFITS-MOST RECENT-4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.W036A
2000 Link: G4146_1 2002 Link: HL117_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?
..................................................................................
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))
JLW037d EXPECTED BEN-PCT FINAL PAY-MOST REC-4
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.W037A
2000 Link: G4147_1 2002 Link: HL118_1
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))
JLW038d AMT OF EXPECTED BENEFITS-MOST RECENT-4
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.W038A
2000 Link: G4148_1 2002 Link: HL119_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:
..................................................................................
1 250. 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))
JLW039d EXPECTED BENEFITS PER-MOST RECENT-4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.W039A
2000 Link: G4149_1 2002 Link: HL123_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:
..................................................................................
1 4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20128 Blank. INAP (Inapplicable)
JL133d AMT OF EXPECTED BENEFITS-MOST REC-MIN-4
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.J133_
J133_-J135_ Unfolding Sequence
Question text: Do you expect a total of less than $______per year, more than
$______per year, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 500, 1000, 2000, 3000
ENTRY POINT: 1000
..................................................................................
20129 Blank. INAP (Inapplicable)
JL134d AMT OF EXPECTED BENEFITS-MOST REC-MAX-4
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.J134_
..................................................................................
20129 Blank. INAP (Inapplicable)
JL135d AMT OF EXPECTED BENEFITS-MOST REC-RES-4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[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))
JLW041d EXPECTED BENEFITS-LUMP SUM-MOST REC-4
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPEA.W041A
2000 Link: G4151_1 2002 Link: HL124_1
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: ENTER LUMP SUM AMOUNT
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 (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))
JLW042d EARLIEST AGE LEAVE/REC PENS-MOST REC-4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].W042EarlyAgeRecPen
2000 Link: G4163_1 2002 Link: HL125_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
..................................................................................
2 45-65. Actual Value
1 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)
JL031 OTR EMPLOYER PENSIONS
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.L031_
2000 Link: G4172 2002 Link: HL075
Besides the jobs you have already told me about, have you worked for any other
employer including self-employment where you were included in a pension or
retirement plan, or in a tax-deferred savings
..................................................................................
289 1. YES
553 5. NO
10 8. DK (Don't Know); NA (Not Ascertained)
3 9. RF (Refused)
19274 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)
JL032 # EMPLOYERS INCLUDED PENSION PLAN
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.L032_RecJobNumEmplyrs
2000 Link: G4173 2002 Link: HL076
How many such employers have you worked for? (Besides the ones you have
already told me about.)
INTERVIEWER: WHERE R WAS INCLUDED IN A PENSION OR RETIREMENT PLAN
# OF EMPLOYERS:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
285 1 10 1.49 1.13 19840
-----------------------------------------------------------------
4 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
Assign:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (L032_RecJobNumEmplyrs = 1
OR NOT (L032_RecJobNumEmplyrs = 1))
AND (L032_RecJobNumEmplyrs > 1)
JL033 OTHER EMPLOYER PENSION COUNTER
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.L033AOthEmpPensCntr
2000 Link: G4175_1 2002 Link: HL077
..................................................................................
212 1. FIRST EMPLOYER
73 2. SECOND EMPLOYER
19844 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)
JL034a START WRK FOR EMP- INC PENSION- YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].L034A
2000 Link: G4176_1 2002 Link: HL078_1
When did you start working for ([See Blaise Specifications for
FLLtheFirstSuch assignment]) employer?
YEAR:
..................................................................................
274 1953-2001. Actual Value
9 9998. DK (Don't Know); NA (Not Ascertained)
2 9999. RF (Refused)
19844 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)
JL035a LEFT EMPLOYER- INCLUDE PENSION- YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].L035A
2000 Link: G4177_1 2002 Link: HL079_1
And when did you leave?
YEAR:
..................................................................................
276 1964-2003. Actual Value
8 9998. DK (Don't Know); NA (Not Ascertained)
1 9999. RF (Refused)
19844 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)
JL036a EARNINGS WHEN LEFT EMP- INC PENSION- 1
Section: L Level: Respondent Type: Numeric Width: 9 Decimals: 2
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].L036A
2000 Link: G4178_1 2002 Link: HL080_1
How much were you earning when you left?
INTERVIEWER: IF AMOUNT PER HOUR, ENTER BOTH DOLLARS AND CENTS
USE ZERO FOR NONE
AMOUNT:
PER:
..................................................................................
228 1-312000. Actual Value
46 999999998. DK (Don't Know); NA (Not Ascertained)
11 999999999. RF (Refused)
19844 Blank. INAP (Innapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (L036A <> NONRESPONSE AND (L036A <> 0))
JL037a EARNINGS WHEN LEFT EMP-INC PENSION-PER-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].L037A
2000 Link: G4179_1 2002 Link: HL081_1
(How much were you earning when you left?)
INTERVIEWER: PROBE IF NECESSARY: Was that per hour, week, month, or year?
AMOUNT: (EARNINGS WHEN LEFT EMP- INCLUDE PENSION)
PER:
..................................................................................
57 1. HOUR
12 2. WEEK
3. EVERY TWO WEEKS/BI-WEEKLY
10 4. MONTH
1 5. TWICE A MONTH
148 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
19901 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)
JLW001e TYPE OF PENSION PLAN-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.W001A
2000 Link: G4120_2 2002 Link: HL082_2
(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'
..................................................................................
118 1. TYPE A
131 2. TYPE B
9 3. BOTH TYPES
24 8. DK (Don't Know); NA (Not Ascertained)
3 9. RF (Refused)
19844 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW002e AMOUNT IN PENSION WHEN LEFT-B-1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEB.W002A
2000 Link: G4121_2 2002 Link: HL083_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
102 0 160000 15548.24 26687.31 19965
-----------------------------------------------------------------
58 999998. DK (Don't Know); NA (Not Ascertained)
4 999999. RF (Refused)
JLW003e AMOUNT IN PENSION WHEN LEFT-B- MIN-1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.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
..................................................................................
43 0. Value of Breakpoint
3 5000. Value of Breakpoint
11 5001. Value of Breakpoint
4 20001. Value of Breakpoint
1 50000. Value of Breakpoint
20067 Blank. INAP (Inapplicable)
JLW004e AMOUNT IN PENSION WHEN LEFT-B- MAX-1
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEB.W004A
..................................................................................
19 4999. Value of Breakpoint
3 5000. Value of Breakpoint
13 19999. Value of Breakpoint
4 49999. Value of Breakpoint
1 50000. Value of Breakpoint
22 99999996. Greater than Maximum Breakpoint
20067 Blank. INAP (Inapplicable)
JLW005e AMOUNT IN PENSION WHEN LEFT-B -RESULT-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEB.W005A
..................................................................................
97. Data Not Available
20 98. DK (Don't Know); NA (Not Ascertained)
4 99. RF (Refused)
20105 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW006e1 DISPOSITION OF PENSION-B-1-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEB.W006B[1]
2000 Link: G4122_2 2002 Link: HL087_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
..................................................................................
67 1. WITHDREW THE MONEY
41 2. ROLLED OVER INTO RA
29 3. LEFT TO ACCUMULATE
3 4. CONVERT TO ANNUITY
9 5. TRANSFERRED TO NEW EMPLOYER
9 6. LOST BENEFITS
2 7. OTHER (SPECIFY)
4 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
19965 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW006e2 DISPOSITION OF PENSION-B-1-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEB.W006B[2]
2000 Link: G4122_2 2002 Link: HL087_2B
[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 1. WITHDREW THE MONEY
1 2. ROLLED OVER INTO RA
3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20127 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW006e3 DISPOSITION OF PENSION-B-1-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.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 RA
3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW008e AMOUNT LEFT IN OLD ACCOUNT-B-1
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEB.W008A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much money did you leave in the old account to accumulate?
..................................................................................
1 998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW009e AMOUNT IN PENSION NOW-B-1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEB.W009A
2000 Link: G4123_2 2002 Link: HL089_2
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
18 0 400000 39073.33 93112.21 20100
-----------------------------------------------------------------
9 999998. DK (Don't Know); NA (Not Ascertained)
2 999999. RF (Refused)
JLW010e AMOUNT IN PENSION NOW-B - MIN- 1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.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
..................................................................................
9 0. Value of Breakpoint
1 20001. Value of Breakpoint
1 50001. Value of Breakpoint
20118 Blank. INAP (Inapplicable)
JLW011e AMOUNT IN PENSION NOW-B - MAX-1
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEB.W011A
..................................................................................
2 9999. Value of Breakpoint
1 49999. Value of Breakpoint
8 99999996. Greater than Maximum Breakpoint
20118 Blank. INAP (Inapplicable)
JLW012e AMOUNT IN PENSION NOW-B - RESULT-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEB.W012A
..................................................................................
97. Data Not Available
6 98. DK (Don't Know); NA (Not Ascertained)
2 99. RF (Refused)
20121 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW013e AMOUNT CONVERTED TO ANNUITY-B-1
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.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)
JLW014e AGE WHEN ANNUITY STARTED-B-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEB.W014A
2000 Link: G4128_2 2002 Link: HL094_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
..................................................................................
2 60-65. Actual Value
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20126 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW015e AMOUNT OF ANNUITY-B-1
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEB.W015A
2000 Link: G4129_2 2002 Link: HL095_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:
..................................................................................
1 200-20000. Actual Value
2 99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20126 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW016e AMOUNT OF ANNUITY PER-B-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEB.W016A
2000 Link: G4130_2 2002 Link: HL096_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))
JLW049e ANNUITY BENEFITS DURATION-B-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.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/PARTNER LIVES
1 3. FOR A FIXED TIME PERIOD
7. OTHER (SPECIFY)
1 8. DK (Don't Know); NA (Not Ascertained)
9. 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))
JLW051e ANNUITY BENEFITS-UNTIL YR-B -1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEB.W051A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
1 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))
JLW052e ANNUITY BENEFITS-UNTIL AGE -B-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEB.W052A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
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))
JLW053e ANNUITY BENEFITS-YEARS -B-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEB.W053A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
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))
JLW054e SPP DIE WILL ANNUITY INCOME CHANGE -B-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.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 3. STAY THE SAME
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. 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))
JLW018e AMOUNT OF PENSION ROLLOVER-B-1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEB.W018A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much did the rollover amount to?
AMOUNT:
..................................................................................
1 5000. 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))
JLW019e AMOUNT OF TRANSFER-B-1
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEB.W019A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much did the transfer amount to?
AMOUNT:
..................................................................................
1 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))
JLW056e HOW MUCH MONEY WITHDRAWN -1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEB.W056A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much money did you withdraw?
..................................................................................
1 5000. Actual Value
2 9998. DK (Don't Know); NA (Not Ascertained)
9999. 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))
JLW057e WHAT DONE WITH MONEY WITHDRAWN-B-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEB.W057A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
6 1. BOUGHT DURABLES
36 2. SPENT IT
9 3. SAVED/INVESTED
13 4. PAID OFF DEBT
2 5. ROLLED INTO IRA
7. OTHER (SPECIFY)
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20062 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))
JLW021e1 DISPOSITION OF PENSION-A-1-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.W021B[1]
2000 Link: G4133007 2002 Link: HL099_2A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now about the part of the plan 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
..................................................................................
48 1. EXPECT FUTURE BENEFITS
6 2. RECEIVING BENEFITS NOW
37 3. RECEIVED CASH SETTLEMENT
21 4. ROLLED OVER INTO IRA
23 6. LOST BENEFITS
1 7. OTHER (SPECIFY)
14 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
19978 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))
JLW021e2 DISPOSITION OF PENSION-A-1-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.W021B[2]
2000 Link: G4133007 2002 Link: HL099_2B
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now about the part of the plan 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))
JLW023e MONTH START RECEIVING BENEFITS-A-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.W023A
2000 Link: G4134_2 2002 Link: HL100_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
1 2. FEB
3. MAR
4. APR
5. MAY
6. JUN
7. JUL
8. AUG
1 9. SEP
1 10. OCT
1 11. NOV
12. DEC
2 98. DK (Don't Know); NA (Not Ascertained)
99. 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))
JLW024e YEAR START RECEIVING BENEFITS-A-1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.W024A
2000 Link: G4135_2 2002 Link: HL101_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:
..................................................................................
4 1993-2004. Actual Value
2 9998. DK (Don't Know); NA (Not Ascertained)
9999. 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))
JLW025e AMOUNT OF BENEFITS-A-1
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.W025A
2000 Link: G4136_2 2002 Link: HL102_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:
..................................................................................
6 360-26000. Actual Value
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20123 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))
JLW026e AMOUNT OF BENEFITS PER-A-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.W026A
2000 Link: G4137_2 2002 Link: HL106_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:
..................................................................................
5 4. MONTH
1 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20123 Blank. INAP (Inapplicable)
JL116e AMOUNT OF PENSION BENEFITS - MIN-A-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.J116_
J116_-J118_ Unfolding Sequence
Question text: Do they amount to less than $______per month, more than
$______per month, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 200, 400, 1200, 1600
ENTRY POINT: 400
..................................................................................
20129 Blank. INAP (Inapplicable)
JL117e AMOUNT OF PENSION BENEFITS - MAX-A-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.J117_
..................................................................................
20129 Blank. INAP (Inapplicable)
JL118e AMOUNT OF PENSION BENEFITS - RESULT-A-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.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))
JLW028e ADJUSTED FOR COST OF LIVING-A-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.W028A
2000 Link: G4139_2 2002 Link: HL107_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
Are the benefits adjusted for changes in the cost of living?
..................................................................................
6 1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. 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))
JLW029e EVER ADJUSTED FOR COST OF LIVING-A-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.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))
JLW059e BENEFITS ADJUSTED AUTOMATICALLY -A-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.W059A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
Are the benefits adjusted automatically?
..................................................................................
6 1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. 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))
JLW030e AMOUNT OF CASH SETTLEMENT-A-1
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.W030A
2000 Link: G4141_2 2002 Link: HL109_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:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
25 550 40000 9494.00 10833.94 20092
-----------------------------------------------------------------
11 99998. DK (Don't Know); NA (Not Ascertained)
1 99999. RF (Refused)
JL123e AMOUNT OF CASH SETTLEMENT - MIN-A-1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.J123_
J123_-J125_ Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 2000, 6000, 60000, 250000
ENTRY POINT: 6000
..................................................................................
2 0. Value of Breakpoint
1 2000. Value of Breakpoint
5 2001. Value of Breakpoint
2 6000. Value of Breakpoint
1 6001. Value of Breakpoint
20118 Blank. INAP (Inapplicable)
JL124e AMOUNT OF CASH SETTLEMENT - MAX-A-1
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.J124_
..................................................................................
1 2000. Value of Breakpoint
5 5999. Value of Breakpoint
2 6000. Value of Breakpoint
1 59999. Value of Breakpoint
2 99999996. Greater than Maximum Breakpoint
20118 Blank. INAP (Inapplicable)
JL125e AMOUNT OF CASH SETTLEMENT - RESULT-A-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.J125_
..................................................................................
1 97. Data Not Available
1 98. DK (Don't Know); NA (Not Ascertained)
1 99. 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))
JLW031e1 WHAT R DID W/ CASH-A-1-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.W031B[1]
2000 Link: G4142007 2002 Link: HL113_2A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
1 1. BOUGHT DURABLES
17 2. SPENT IT
7 3. SAVED/INVESTED
2 4. PAID OFF DEBT
6 5. ROLLED INTO IRA
7. OTHER (SPECIFY)
3 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
20092 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))
JLW031e2 WHAT R DID W/ CASH-A-1-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.W031B[2]
2000 Link: G4142007 2002 Link: HL113_2B
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))
JLW031e3 WHAT R DID W/ CASH-A-1-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.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))
JLW033e AMOUNT OF ROLLOVER-A-1
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.W033A
2000 Link: G4143_2 2002 Link: HL114_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
IRA ROLLOVER
How much did the rollover amount to?
AMOUNT:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
17 1000 54000 9882.35 12579.11 20108
-----------------------------------------------------------------
2 99998. DK (Don't Know); NA (Not Ascertained)
2 99999. 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 ((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))
JLW034e NUMBER OF YEARS IN PLAN-A-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.W034A
2000 Link: G4144_2 2002 Link: HL115_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
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
43 2 33 12.44 6.78 20081
-----------------------------------------------------------------
5 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))
JLW035e AGE EXPECT TO REC BENEFITS-A-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.W035A
2000 Link: G4145_2 2002 Link: HL116_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
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
41 51 68 63.12 3.39 20082
-----------------------------------------------------------------
96. ALREADY RECEIVING BENEFITS
6 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))
JLW036e FORM OF EXPECTED BENEFITS-A-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.W036A
2000 Link: G4146_2 2002 Link: HL117_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
31 2. AMOUNT PER MONTH/YEAR
1 3. LUMP SUM
10 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
20085 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))
JLW037e EXPECTED BENEFIT-PCT FINAL PAY-A-1
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.W037A
2000 Link: G4147_2 2002 Link: HL118_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: ENTER THE PERCENT OF FINAL PAY
1-100 PERCENT
PERCENT:
..................................................................................
1 5. Actual Value
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))
JLW038e AMOUNT OF EXPECTED BENEFITS-A-1
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.W038A
2000 Link: G4148_2 2002 Link: HL119_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:
..................................................................................
28 34-83000. Actual Value
3 99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20098 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))
JLW039e EXPECTED BENEFITS PER-A-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.W039A
2000 Link: G4149_2 2002 Link: HL123_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:
..................................................................................
25 4. MONTH
2 6. YEAR
1 7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20101 Blank. INAP (Inapplicable)
JL133e AMOUNT OF EXPECTED BENEFITS - MIN-A-1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.J133_
J133_-J135_ Unfolding Sequence
Question text: Do you expect a total of less than $______per year, more than
$______per year, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 500, 1000, 2000, 3000
ENTRY POINT: 1000
..................................................................................
1 0. Value of Breakpoint
2 1001. Value of Breakpoint
20126 Blank. INAP (Inapplicable)
JL134e AMOUNT OF EXPECTED BENEFITS - MAX-A-1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.J134_
..................................................................................
1 499. Value of Breakpoint
2 1999. Value of Breakpoint
20126 Blank. INAP (Inapplicable)
JL135e AMOUNT OF EXPECTED BENEFITS -RESULT-A-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.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))
JLW041e EXPECTED BENEFITS-LUMP SUM-A-1
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPEA.W041A
2000 Link: G4151_2 2002 Link: HL124_2
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: ENTER LUMP SUM AMOUNT
AMOUNT:
..................................................................................
1 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 (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)
JL034b START WRK FOR EMP- INC PENSION- YR- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].L034A
2000 Link: G4176_1 2002 Link: HL078_2
When did you start working for ([See Blaise Specifications for
FLLtheFirstSuch assignment]) employer?
YEAR:
..................................................................................
68 1967-1999. Actual Value
4 9998. DK (Don't Know); NA (Not Ascertained)
1 9999. RF (Refused)
20056 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)
JL035b LEFT EMPLOYER- INCLUDE PENSION- YR- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].L035A
2000 Link: G4177_1 2002 Link: HL079_2
And when did you leave?
YEAR:
..................................................................................
68 1976-2002. Actual Value
4 9998. DK (Don't Know); NA (Not Ascertained)
1 9999. RF (Refused)
20056 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)
JL036b EARNINGS WHEN LEFT EMP- INC PENSION- 2
Section: L Level: Respondent Type: Numeric Width: 9 Decimals: 2
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].L036A
2000 Link: G4178_1 2002 Link: HL080_2
How much were you earning when you left?
INTERVIEWER: IF AMOUNT PER HOUR, ENTER BOTH DOLLARS AND CENTS
USE ZERO FOR NONE
AMOUNT:
PER:
..................................................................................
57 5-120000. Actual Value
13 999999998. DK (Don't Know); NA (Not Ascertained)
3 999999999. RF (Refused)
20056 Blank. INAP (Innapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (L036A <> NONRESPONSE AND (L036A <> 0))
JL037b EARNINGS WHEN LEFT EMP-INC PENSION-PER-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].L037A
2000 Link: G4179_1 2002 Link: HL081_2
(How much were you earning when you left?)
INTERVIEWER: PROBE IF NECESSARY: Was that per hour, week, month, or year?
AMOUNT: (EARNINGS WHEN LEFT EMP- INCLUDE PENSION)
PER:
..................................................................................
11 1. HOUR
2 2. WEEK
3. EVERY TWO WEEKS/BI-WEEKLY
1 4. MONTH
5. TWICE A MONTH
43 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20072 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)
JLW001f TYPE OF PENSION PLAN -2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.W001A
(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'
..................................................................................
20 1. TYPE A
43 2. TYPE B
4 3. BOTH TYPES
5 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
20056 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW002f AMOUNT IN PENSION WHEN LEFT-B -2
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
33 0 70000 13378.79 17382.76 20077
-----------------------------------------------------------------
18 999998. DK (Don't Know); NA (Not Ascertained)
1 999999. RF (Refused)
JLW003f AMOUNT IN PENSION WHEN LEFT-B - MIN -2
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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
..................................................................................
11 0. Value of Breakpoint
2 5000. Value of Breakpoint
4 5001. Value of Breakpoint
1 50001. Value of Breakpoint
1 150001. Value of Breakpoint
20110 Blank. INAP (Inapplicable)
JLW004f AMOUNT IN PENSION WHEN LEFT-B - MAX -2
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPEB.W004A
..................................................................................
5 4999. Value of Breakpoint
2 5000. Value of Breakpoint
4 19999. Value of Breakpoint
1 149999. Value of Breakpoint
7 99999996. Greater than Maximum Breakpoint
20110 Blank. INAP (Inapplicable)
JLW005f AMOUNT IN PENSION WHEN LEFT-B -RESULT-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPEB.W005A
..................................................................................
97. Data Not Available
5 98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
20123 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW006f1 DISPOSITION OF PENSION-B-2-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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
..................................................................................
17 1. WITHDREW THE MONEY
17 2. ROLLED OVER INTO RA
8 3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
5 5. TRANSFERRED TO NEW EMPLOYER
5 6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20077 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW006f2 DISPOSITION OF PENSION-B-2-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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 RA
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)
JLW006f3 DISPOSITION OF PENSION-B-2-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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 RA
3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW008f AMOUNT LEFT IN OLD ACCOUNT-B-2
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPEB.W008A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much money did you leave in the old account to accumulate?
..................................................................................
1 500. Actual Value
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
20128 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW009f AMOUNT IN PENSION NOW-B-2
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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:
..................................................................................
6 800-120000. Actual Value
3 999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20120 Blank. INAP (Inapplicable)
JLW010f AMOUNT IN PENSION NOW-B - MIN- 2
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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
..................................................................................
2 0. Value of Breakpoint
1 150001. Value of Breakpoint
20126 Blank. INAP (Inapplicable)
JLW011f AMOUNT IN PENSION NOW-B - MAX -2
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPEB.W011A
..................................................................................
3 99999996. Greater than Maximum Breakpoint
20126 Blank. INAP (Inapplicable)
JLW012f AMOUNT IN PENSION NOW-B - RESULT -2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPEB.W012A
..................................................................................
97. Data Not Available
2 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20127 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW013f AMOUNT CONVERTED TO ANNUITY-B-2
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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)
JLW014f AGE WHEN ANNUITY STARTED-B -2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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)
JLW015f AMOUNT OF ANNUITY-B -2
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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:
..................................................................................
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Ask:
IF (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
JLW016f AMOUNT OF ANNUITY PER-B -2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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))
JLW049f ANNUITY BENEFITS DURATION-B-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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/PARTNER 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)
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))
JLW051f ANNUITY BENEFITS-UNTIL YR-B -2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPEB.W051A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
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))
JLW052f ANNUITY BENEFITS-UNTIL AGE -B-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPEB.W052A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
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))
JLW053f ANNUITY BENEFITS-YEARS -B-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPEB.W053A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
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))
JLW054f SPP DIE WILL ANNUITY INCOME CHANGE -B-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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))
JLW018f AMOUNT OF PENSION ROLLOVER-B-2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPEB.W018A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much did the rollover amount to?
AMOUNT:
..................................................................................
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))
JLW019f AMOUNT OF TRANSFER-B-2
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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))
JLW056f HOW MUCH MONEY WITHDRAWN -2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPEB.W056A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
How much money did you withdraw?
..................................................................................
1 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))
JLW057f WHAT DONE WITH MONEY WITHDRAWN-B-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPEB.W057A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
1 1. BOUGHT DURABLES
7 2. SPENT IT
5 3. SAVED/INVESTED
4 4. PAID OFF DEBT
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))
JLW021f1 DISPOSITION OF PENSION-A-2-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPEA.W021B[1]
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now about the part of the plan 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
..................................................................................
11 1. EXPECT FUTURE BENEFITS
2. RECEIVING BENEFITS NOW
5 3. RECEIVED CASH SETTLEMENT
2 4. ROLLED OVER INTO IRA
8 6. LOST BENEFITS
7. OTHER (SPECIFY)
3 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20100 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))
JLW021f2 DISPOSITION OF PENSION-A-2-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPEA.W021B[2]
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
(Now about the part of the plan 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))
JLW023f MONTH START RECEIVING BENEFITS-A -2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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
1 3. MAR
4. APR
5. MAY
6. JUN
7. JUL
8. AUG
9. SEP
10. OCT
11. NOV
12. DEC
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))
JLW024f YEAR START RECEIVING BENEFITS-A -2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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:
..................................................................................
1 1999. 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))
JLW025f AMOUNT OF BENEFITS -2
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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:
..................................................................................
1 21000. 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))
JLW026f AMOUNT OF BENEFITS PER-A-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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
1 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20128 Blank. INAP (Inapplicable)
JL116f AMOUNT OF PENSION BENEFITS - MIN -2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPEA.J116_
J116_-J118_ Unfolding Sequence
Question text: Do they amount to less than $______per month, more than
$______per month, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 200, 400, 1200, 1600
ENTRY POINT: 400
..................................................................................
20129 Blank. INAP (Inapplicable)
JL117f AMOUNT OF PENSION BENEFITS - MAX-A-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPEA.J117_
..................................................................................
20129 Blank. INAP (Inapplicable)
JL118f AMOUNT OF PENSION BENEFITS - RESULT-A-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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))
JLW028f ADJUSTED FOR COST OF LIVING-A-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPEA.W028A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
Are the benefits adjusted for changes in the cost of living?
..................................................................................
1. YES
1 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))
JLW029f EVER ADJUSTED FOR COST OF LIVING-A-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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
1 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))
JLW059f BENEFITS ADJUSTED AUTOMATICALLY -A-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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))
JLW030f AMOUNT OF CASH SETTLEMENT-A-2
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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:
..................................................................................
4 400-50000. Actual Value
1 99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20124 Blank. INAP (Inapplicable)
JL123f AMOUNT OF CASH SETTLEMENT - MIN-A-2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPEA.J123_
J123_-J125_ Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 2000, 6000, 60000, 250000
ENTRY POINT: 6000
..................................................................................
1 0. Value of Breakpoint
20128 Blank. INAP (Inapplicable)
JL124f AMOUNT OF CASH SETTLEMENT - MAX-A-2
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPEA.J124_
..................................................................................
1 1999. Value of Breakpoint
20128 Blank. INAP (Inapplicable)
JL125f AMOUNT OF CASH SETTLEMENT - RESULT-A-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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))
JLW031f1 WHAT R DID W/ CASH-A-2-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPEA.W031B[1]
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
What did you do with the money?
..................................................................................
1. BOUGHT DURABLES
2 2. SPENT IT
1 3. SAVED/INVESTED
1 4. PAID OFF DEBT
1 5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. 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))
JLW031f2 WHAT R DID W/ CASH-A-2-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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))
JLW031f3 WHAT R DID W/ CASH-A-2-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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))
JLW033f AMOUNT OF ROLLOVER-A-2
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPEA.W033A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
IRA ROLLOVER
How much did the rollover amount to?
AMOUNT:
..................................................................................
1 20000. Actual Value
1 99998. DK (Don't Know); NA (Not Ascertained)
99999. 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))
JLW034f NUMBER OF YEARS IN PLAN-A-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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
..................................................................................
8 2-35. Actual Value
3 98. RF (Refused)
99. DK (Don't Know); NA (Not Ascertained)
20118 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))
JLW035f AGE EXPECT TO REC BENEFITS-A-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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
..................................................................................
7 59-65. Actual Value
96. ALREADY RECEIVING BENEFITS
3 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20119 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))
JLW036f FORM OF EXPECTED BENEFITS-A-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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
6 2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
2 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
20120 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))
JLW037f EXPECTED BENEFIT-PCT FINAL PAY-A-2
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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))
JLW038f AMOUNT OF EXPECTED BENEFITS-A-2
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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:
..................................................................................
4 200-1000. Actual Value
2 99998. DK (Don't Know); NA (Not Ascertained)
99999. 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))
JLW039f EXPECTED BENEFITS PER-A-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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 4. MONTH
6. YEAR
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20125 Blank. INAP (Inapplicable)
JL133f AMOUNT OF EXPECTED BENEFITS - MIN-A-2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPEA.J133_
J133_-J135_ Unfolding Sequence
Question text: Do you expect a total of less than $______per year, more than
$______per year, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 500, 1000, 2000, 3000
ENTRY POINT: 1000
..................................................................................
1 0. Value of Breakpoint
1 500. Value of Breakpoint
20127 Blank. INAP (Inapplicable)
JL134f AMOUNT OF EXPECTED BENEFITS - MAX-A-2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPEA.J134_
..................................................................................
1 499. Value of Breakpoint
1 500. Value of Breakpoint
20127 Blank. INAP (Inapplicable)
JL135f AMOUNT OF EXPECTED BENEFITS -RESULT-A-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.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))
JLW041f EXPECTED BENEFITS-LUMP SUM-A-2
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPEA.W041A
PENSION TYPE (AB - FORMULA/ACCOUNT\B - ACCOUNT\A - FORMULA)
INTERVIEWER: ENTER LUMP SUM AMOUNT
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
20129 Blank. INAP (Inapplicable)
Assign:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (NOT (piSecKEMPHISTORYK022_YrStrtWrkPay = RESPONSE)
OR piSecKEMPHISTORYK022_YrStrtWrkPay = RESPONSE)
AND (NOT (piSecKEMPHISTORYK023_YrsAgoStrtWrkPay = RESPONSE)
OR piSecKEMPHISTORYK023_YrsAgoStrtWrkPay = RESPONSE)
AND ((piSecKEMPHISTORYK024_AgeStrtWrkPay = RESPONSE) AND
(piSecAContinuInterviewA019_Rage > 0)
OR NOT ((piSecKEMPHISTORYK024_AgeStrtWrkPay = RESPONSE) AND
(piSecAContinuInterviewA019_Rage > 0)))
AND (NOT (piSecKEMPHISTORYK004_YrLastWrkPay = RESPONSE)
OR piSecKEMPHISTORYK004_YrLastWrkPay = RESPONSE)
AND (NOT (piSecKEMPHISTORYK005_YrsAgoWrkPay = RESPONSE)
OR piSecKEMPHISTORYK005_YrsAgoWrkPay = RESPONSE)
AND (NOT (piSecJCURRENTJOBCURRJOBSELFANDELSEJ249_YrBeginCurrEmp = RESPONSE)
OR piSecJCURRENTJOBCURRJOBSELFANDELSEJ249_YrBeginCurrEmp = RESPONSE)
JL064 YEAR START LAST JOB
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.L064_YrStartLastJob
2000 Link: G4257 2002 Link: HL126
..................................................................................
3293 1919-2005. Actual Value
16836 Blank. INAP (Inapplicable)
Assign:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((MOSTRECENTJOB.L012_YrMostRecJob = RESPONSE) AND
(MOSTRECENTJOB.L019_LftRecJobCalcYr = RESPONSE)) AND ((L064_YrStartLastJob -
MOSTRECENTJOB.L019_LftRecJobCalcYr) <= 0)
OR NOT (((MOSTRECENTJOB.L012_YrMostRecJob = RESPONSE) AND
(MOSTRECENTJOB.L019_LftRecJobCalcYr = RESPONSE)) AND ((L064_YrStartLastJob -
MOSTRECENTJOB.L019_LftRecJobCalcYr) <= 0)))
JL065 YEAR MOST RECENT 5YR JOB
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.L065_YrMostRec5yrJob
2000 Link: G4258 2002 Link: HL127
..................................................................................
3292 1919-2005. Actual Value
16837 Blank. INAP (Inapplicable)
Assign:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND (((EMPLOYERLOOP[1].L034A = RESPONSE) AND (EMPLOYERLOOP[1].L035A =
RESPONSE)) AND ((EMPLOYERLOOP[1].L034A < L067_Yr1stJob) OR L067_Yr1stJob =
EMPTY)
OR (EMPLOYERLOOP[2].L034A = RESPONSE) AND (EMPLOYERLOOP[2].L035A = RESPONSE)
OR (L065_YrMostRec5yrJob = RESPONSE) AND ((L065_YrMostRec5yrJob <
L067_Yr1stJob) OR L067_Yr1stJob = EMPTY))
JL067 YR OF FIRST JOB
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.L067_Yr1stJob
2000 Link: G4263 2002 Link: HL129
..................................................................................
3292 1919-2005. Actual Value
16837 Blank. INAP (Inapplicable)
Assign:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((((EMPLOYERLOOP[1].L034A = RESPONSE) AND (EMPLOYERLOOP[1].L035A =
RESPONSE)) AND ((EMPLOYERLOOP[1].L034A < L066_Yr2ndJob) OR L066_Yr2ndJob =
EMPTY)) AND (EMPLOYERLOOP[1].L034A > L067_Yr1stJob)
OR ((EMPLOYERLOOP[2].L034A = RESPONSE) AND (EMPLOYERLOOP[2].L035A =
RESPONSE)) AND (EMPLOYERLOOP[2].L034A > L067_Yr1stJob)
OR ((L065_YrMostRec5yrJob = RESPONSE) AND ((L065_YrMostRec5yrJob <
L066_Yr2ndJob) OR L066_Yr2ndJob = EMPTY)) AND (L065_YrMostRec5yrJob >
L067_Yr1stJob))
JL066 YEAR SECOND JOB
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.L066_Yr2ndJob
2000 Link: G4259 2002 Link: HL128
..................................................................................
275 1964-2004. Actual Value
19854 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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((piSecJWORKSTATUSJ020_WorkforPay <> NO) OR
((piSecKEMPHISTORYK004_YrLastWrkPay >= (YEAR (SYSDATE) - 1)) OR
((piSecKEMPHISTORYK005_YrsAgoWrkPay <= 1) AND piSecKEMPHISTORYK005_YrsAgoWrkPay
<> EMPTY)))
JL039 # WEEKS PAID VACATION
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.L039_
Counting paid vacations as weeks of work, how many weeks did you work in the
last 12 months?
INTERVIEWER: COUNT PAID SICK TIME AS WORK TIME
# OF WEEKS:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
2809 0 52 46.12 12.60 17282
-----------------------------------------------------------------
26 98. DK (Don't Know); NA (Not Ascertained)
12 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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
JL040 OFFERED EARLY OUT WINDOWS
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.L040_OffrdEOW
2000 Link: G4220 2002 Link: HL131
Employers sometimes encourage older workers to leave a firm at a particular
time by offering a special financial incentive, like a cash bonus or improved
pension benefits. These are often called 'early retirement windows.' Have you
ever been offered such an early retirement window on any job?
..................................................................................
117 1. YES
3138 5. NO
5 8. DK (Don't Know); NA (Not Ascertained)
4 9. RF (Refused)
16865 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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
JL041 # OF EARLY OUT WINDOWS OFFERED
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.L041_NumEOWs
2000 Link: G4221 2002 Link: HL132
How many times has this happened?
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
116 1 10 1.32 1.07 20012
-----------------------------------------------------------------
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
Assign:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (L041_NumEOWs = 1
OR NOT (L041_NumEOWs = 1))
AND (L041_NumEOWs > 1)
JL042 EARLY OUT WINDOW COUNTER
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.L042AEOWCntr
2000 Link: G4222_1 2002 Link: HL133
..................................................................................
97 1. FIRST EARLY-OUT WINDOW
19 2. SECOND EARLY-OUT WINDOW
20013 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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
JL043a YR EARLY OUT WINDOW OFFERED- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[1].L043A
2000 Link: G4223_1 2002 Link: HL134_1
When was the ([See Blaise Specifications for FLLIndex assignment]) special
incentive offered?
YEAR:
..................................................................................
114 1975-2004. Actual Value
2 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20013 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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
JL045a1 TYPE EARLY OUT WINDOW- 1- 1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[1].L045B[1]
2000 Link: G4225001 2002 Link: HL135_1A
Was the special incentive a cash bonus, improved pension benefits, or what?
INTERVIEWER: ENTER ALL THAT APPLY
..................................................................................
74 1. CASH BONUS
18 2. IMPROVED PENSION BENEFITS
1 3. PERMANENT MEDICAL INSURANCE
4. TEMPORARY MEDICAL INSURANCE
3 5. TEMPORARY CASH BENEFIT
7 6. ADDITIONAL YEARS OF SERVICE CREDITED
6 7. OTHER (Specify)
7 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20013 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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
JL045a2 TYPE EARLY OUT WINDOW- 1- 2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[1].L045B[2]
2000 Link: G4225001 2002 Link: HL135_1B
Was the special incentive a cash bonus, improved pension benefits, or what?
INTERVIEWER: ENTER ALL THAT APPLY
..................................................................................
1. CASH BONUS
7 2. IMPROVED PENSION BENEFITS
1 3. PERMANENT MEDICAL INSURANCE
4. TEMPORARY MEDICAL INSURANCE
1 5. TEMPORARY CASH BENEFIT
4 6. ADDITIONAL YEARS OF SERVICE CREDITED
2 7. OTHER (Specify)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20114 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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
JL045a3 TYPE EARLY OUT WINDOW- 1- 3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[1].L045B[3]
2000 Link: G4225001 2002 Link: HL135_1C
Was the special incentive a cash bonus, improved pension benefits, or what?
INTERVIEWER: ENTER ALL THAT APPLY
..................................................................................
1. CASH BONUS
2. IMPROVED PENSION BENEFITS
3. PERMANENT MEDICAL INSURANCE
1 4. TEMPORARY MEDICAL INSURANCE
5. TEMPORARY CASH BENEFIT
6. ADDITIONAL YEARS OF SERVICE CREDITED
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 (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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
JL045a4 TYPE EARLY OUT WINDOW- 1- 4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[1].L045B[4]
2000 Link: G4225001 2002 Link: HL135_2A
Was the special incentive a cash bonus, improved pension benefits, or what?
INTERVIEWER: ENTER ALL THAT APPLY
..................................................................................
1. CASH BONUS
2. IMPROVED PENSION BENEFITS
3. PERMANENT MEDICAL INSURANCE
4. TEMPORARY MEDICAL INSURANCE
5. TEMPORARY CASH BENEFIT
6. ADDITIONAL YEARS OF SERVICE CREDITED
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 (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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (CASHBONUS IN L045B)
JL047a EARLY OUT WINDOW- AMOUNT CASH BONUS- 1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[1].L047A
2000 Link: G4226_1 2002 Link: HL136_1
How much did the cash bonus offer amount to?
INTERVIEWER: USE ZERO FOR NONE
AMOUNT:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
56 200 325000 47591.07 60269.97 20055
-----------------------------------------------------------------
12 999998. DK (Don't Know); NA (Not Ascertained)
6 999999. 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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (IMPROVEDPENSIONBENEFITS IN L045B)
JL048a AMOUNT EXTRA PENSION BENEFITS- 1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[1].L048A
2000 Link: G4227_1 2002 Link: HL137_1
How much did the extra pension benefits offer amount to?
AMOUNT:
PER:
..................................................................................
13 0-460000. Actual Value
12 999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20104 Blank. INAP (Innapplicable)
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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (IMPROVEDPENSIONBENEFITS IN L045B)
AND ((L048A <> 0) AND L048A <> NONRESPONSE)
JL049a AMOUNT EXTRA PENSION BENEFITS-PER- 1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[1].L049A
2000 Link: G4228_1 2002 Link: HL138_1
(How much did the extra pension benefits offer amount to?)
INTERVIEWER: PROBE IF NECESSARY: Was that per week, month, or year?
AMOUNT: (AMOUNT EXTRA PENSION BENEFITS)
PER:
..................................................................................
2. WEEK
5 4. MONTH
4 6. YEAR
4 95. LUMP SUM
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20116 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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPMEDICALINS IN L045B)
JL051a TEMP MEDICAL INSURANCE- UNTIL AGE- 1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[1].L051A
2000 Link: G4230_1 2002 Link: HL139_1
Until what age was the temporary medical insurance offered?
35-80 AGE
95 NUMBER OF YEARS GIVEN
96 ANSWERED YEAR
..................................................................................
1 67. Actual Value
95. NUMBER OF YEARS GIVEN
96. ANSWERED YEAR
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 (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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPMEDICALINS IN L045B)
AND (L051A = 95)
JL052a TEMP MEDICAL INSURANCE-# YRS- 1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[1].L052A
2000 Link: G4231_1 2002 Link: HL140_1
INTERVIEWER: PROBE IF NECESSARY: For how many years was the temporary medical
insurance offered?
1-25 YEARS
..................................................................................
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 (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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPMEDICALINS IN L045B)
AND (NOT (L051A = 95))
AND (L051A = 96)
JL053a TEMP MEDICAL INSURANCE- UNTIL YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[1].L053A
2000 Link: G4232_1 2002 Link: HL141_1
INTERVIEWER: PROBE IF NECESSARY: Until which year was the temporary medical
insurance offered?
..................................................................................
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 (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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPORARYCASHBENEFIT IN L045B)
JL054a AMOUNT TEMP CASH BENEFIT- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[1].L054A
2000 Link: G4233_1 2002 Link: HL142_1
How much did the temporary cash benefits amount to?
INTERVIEWER: USE ZERO FOR NONE
AMOUNT:
PER:
..................................................................................
3 100-8400. Actual Value
1 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20125 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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPORARYCASHBENEFIT IN L045B)
AND (L054A <> NONRESPONSE AND (L054A <> 0))
JL055a AMOUNT TEMP CASH BENEFIT- PER- 1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[1].L055A
2000 Link: G4234_1 2002 Link: HL143_1
(How much did the temporary cash benefits amount to?)
INTERVIEWER: PROBE IF NECESSARY: Was that per month or year?
AMOUNT: (AMOUNT TEMP CASH BENEFIT)
PER:
..................................................................................
2. WEEK
2 4. MONTH
1 6. YEAR
95. LUMP SUM
97. OTHER (SPECIFY)
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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPORARYCASHBENEFIT IN L045B)
JL056a RECD TEMP CASH UNTIL-AGE- 1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[1].L056A
2000 Link: G4236_1 2002 Link: HL144_1
Until what age was the temporary cash benefit offered?
35-80 AGE
95 NUMBER OF YEARS GIVEN
96 ANSWERED YEAR
..................................................................................
1 95. NUMBER OF YEARS GIVEN
1 96. ANSWERED YEAR
2 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20125 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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPORARYCASHBENEFIT IN L045B)
AND (L056A IN [95, 96])
AND (L056A <> 96)
JL057a RECD TEMP CASH UNTIL-# YRS- 1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[1].L057A
2000 Link: G4237_1 2002 Link: HL145_1
INTERVIEWER: PROBE IF NECESSARY: For how many years was the temporary cash
benefit offered?
0-25 YEARS
..................................................................................
1 10. Actual Value
1 98. DK (Don't Know); NA (Not Ascertained)
99. 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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPORARYCASHBENEFIT IN L045B)
AND (L056A IN [95, 96])
AND (NOT (L056A <> 96))
AND (L056A = 96)
JL058a RECD TEMP CASH UNTIL-YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[1].L058A
2000 Link: G4238_1 2002 Link: HL146_1
INTERVIEWER: PROBE IF NECESSARY: Until which year was the temporary cash
benefit offered?
..................................................................................
1 2005. 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 (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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (ADDIEARSOFSERVICECREDITED IN L045B)
JL059a # YRS SERVICE CREDIT- 1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[1].L059A
2000 Link: G4239_1 2002 Link: HL147_1
How many years of service credit were you offered?
1-20 YEARS
..................................................................................
10 1-20. Actual Value
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20118 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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (OTHSPECIFY IN L045B)
JL060a AMOUNT OF OTHER INCENTIVE OFFERS- 1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[1].L060A
2000 Link: G4240_1 2002 Link: HL148_1
IF R MENTIONS OTHER INCENTIVES ONLY (GH47/L045=7 ONLY):
Altogether, how much did the incentive offer amount to?
OTHERWISE:
(Not including [the cash bonus, /(and) improved pension benefits, /(and)
permanent medical insurance, /(and) temporary medical insurance, /(and)
temporary cash benefit, /(and) additional years of service credited,]) what
was the value of the other part of the (first/second) incentive offer?
NOTE: "and" IS INSERTED BETWEEN THE LAST ITEM ON THE LIST AND ITS PREDECESSOR.
IF R MENTIONS OTHER INCENTIVES ONLY (GH47/L045=7 ONLY):
Altogether, how much did the incentive offer amount to?
INTERVIEWER: USE ZERO FOR NONE
AMOUNT:
..................................................................................
5 0-100000. Actual Value
3 999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20121 Blank. INAP (Innapplicable)
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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
JL061a ACCEPT INCENTIVES AND LEAVE- 1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[1].L061A
2000 Link: G4241_1 2002 Link: HL149_1
Did you accept the incentive and leave that employer?
..................................................................................
55 1. YES
60 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20013 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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND ((L061A <> NO) AND L061A <> NONRESPONSE)
JL062a IMPORTANCE OF INCENTIVE IN LEAVING- 1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[1].L062A
2000 Link: G4242_1 2002 Link: HL150_1
Was the special incentive important in your decision, or would you probably
have left at about that time anyway?
..................................................................................
30 1. IMPORTANT IN MY DECISION
23 5. I WOULD HAVE LEFT ANYWAY
2 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20074 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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (NOT ((L061A <> NO) AND L061A <> NONRESPONSE))
JL063a LEAVE IF INCENTIVE TWICE AMOUNT- 1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[1].L063A
2000 Link: G4243_1 2002 Link: HL151_1
If you had been offered twice as much (to leave) at that time, would you have
done so?
..................................................................................
11 1. YES
49 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20068 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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
JL043b YR EARLY OUT WINDOW OFFERED- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[2].L043A
2000 Link: G4223_1 2002 Link: HL134_2
When was the ([See Blaise Specifications for FLLIndex assignment]) special
incentive offered?
YEAR:
..................................................................................
17 1993-2004. Actual Value
2 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20110 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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
JL045b1 TYPE EARLY OUT WINDOW -2-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[2].L045B[1]
Was the special incentive a cash bonus, improved pension benefits, or what?
INTERVIEWER: ENTER ALL THAT APPLY
..................................................................................
15 1. CASH BONUS
1 2. IMPROVED PENSION BENEFITS
3. PERMANENT MEDICAL INSURANCE
4. TEMPORARY MEDICAL INSURANCE
5. TEMPORARY CASH BENEFIT
1 6. ADDITIONAL YEARS OF SERVICE CREDITED
7. OTHER (Specify)
2 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20110 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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
JL045b2 TYPE EARLY OUT WINDOW -2-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[2].L045B[2]
Was the special incentive a cash bonus, improved pension benefits, or what?
INTERVIEWER: ENTER ALL THAT APPLY
..................................................................................
1. CASH BONUS
1 2. IMPROVED PENSION BENEFITS
3. PERMANENT MEDICAL INSURANCE
4. TEMPORARY MEDICAL INSURANCE
5. TEMPORARY CASH BENEFIT
6. ADDITIONAL YEARS OF SERVICE CREDITED
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 (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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
JL045b3 TYPE EARLY OUT WINDOW -2-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[2].L045B[3]
Was the special incentive a cash bonus, improved pension benefits, or what?
INTERVIEWER: ENTER ALL THAT APPLY
..................................................................................
1. CASH BONUS
2. IMPROVED PENSION BENEFITS
3. PERMANENT MEDICAL INSURANCE
4. TEMPORARY MEDICAL INSURANCE
5. TEMPORARY CASH BENEFIT
6. ADDITIONAL YEARS OF SERVICE CREDITED
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 (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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
JL045b4 TYPE EARLY OUT WINDOW -2-4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[2].L045B[4]
Was the special incentive a cash bonus, improved pension benefits, or what?
INTERVIEWER: ENTER ALL THAT APPLY
..................................................................................
1. CASH BONUS
2. IMPROVED PENSION BENEFITS
3. PERMANENT MEDICAL INSURANCE
4. TEMPORARY MEDICAL INSURANCE
5. TEMPORARY CASH BENEFIT
6. ADDITIONAL YEARS OF SERVICE CREDITED
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 (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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (CASHBONUS IN L045B)
JL047b EARLY OUT WINDOW- AMOUNT CASH BONUS- 2
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[2].L047A
2000 Link: G4226_1 2002 Link: HL136_2
How much did the cash bonus offer amount to?
INTERVIEWER: USE ZERO FOR NONE
AMOUNT:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
10 20000 200000 66400.00 62379.13 20115
-----------------------------------------------------------------
4 999998. DK (Don't Know); NA (Not Ascertained)
999999. 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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (IMPROVEDPENSIONBENEFITS IN L045B)
JL048b AMOUNT EXTRA PENSION BENEFITS- 2
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[2].L048A
2000 Link: G4227_1 2002 Link: HL137_2
How much did the extra pension benefits offer amount to?
AMOUNT:
PER:
..................................................................................
1 1800. Actual Value
1 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 (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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (IMPROVEDPENSIONBENEFITS IN L045B)
AND ((L048A <> 0) AND L048A <> NONRESPONSE)
JL049b AMOUNT EXTRA PENSION BENEFITS-PER- 2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[2].L049A
2000 Link: G4228_1 2002 Link: HL138_2
(How much did the extra pension benefits offer amount to?)
INTERVIEWER: PROBE IF NECESSARY: Was that per week, month, or year?
AMOUNT: (AMOUNT EXTRA PENSION BENEFITS)
PER:
..................................................................................
2. WEEK
1 4. MONTH
6. YEAR
95. LUMP SUM
97. OTHER (SPECIFY)
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 (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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPMEDICALINS IN L045B)
JL051b TEMP MEDICAL INSURANCE- UNTIL AGE- 2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[2].L051A
2000 Link: G4230_1 2002 Link: HL139_2
Until what age was the temporary medical insurance offered?
35-80 AGE
95 NUMBER OF YEARS GIVEN
96 ANSWERED YEAR
..................................................................................
95. NUMBER OF YEARS GIVEN
96. ANSWERED YEAR
98. DK (Don't Know); NA (Not Ascertained)
99. 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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPMEDICALINS IN L045B)
AND (L051A = 95)
JL052b TEMP MEDICAL INSURANCE-# YRS- 2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[2].L052A
2000 Link: G4231_1 2002 Link: HL140_2
INTERVIEWER: PROBE IF NECESSARY: For how many years was the temporary medical
insurance offered?
1-25 YEARS
..................................................................................
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 (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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPMEDICALINS IN L045B)
AND (NOT (L051A = 95))
AND (L051A = 96)
JL053b TEMP MEDICAL INSURANCE- UNTIL YR- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[2].L053A
2000 Link: G4232_1 2002 Link: HL141_2
INTERVIEWER: PROBE IF NECESSARY: Until which year was the temporary medical
insurance offered?
..................................................................................
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 (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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPORARYCASHBENEFIT IN L045B)
JL054b AMOUNT TEMP CASH BENEFIT- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[2].L054A
2000 Link: G4233_1 2002 Link: HL142_2
How much did the temporary cash benefits amount to?
INTERVIEWER: USE ZERO FOR NONE
AMOUNT:
PER:
..................................................................................
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 (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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPORARYCASHBENEFIT IN L045B)
AND (L054A <> NONRESPONSE AND (L054A <> 0))
JL055b AMOUNT TEMP CASH BENEFIT- PER- 2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[2].L055A
2000 Link: G4234_1 2002 Link: HL143_2
(How much did the temporary cash benefits amount to?)
INTERVIEWER: PROBE IF NECESSARY: Was that per month or year?
AMOUNT: (AMOUNT TEMP CASH BENEFIT)
PER:
..................................................................................
2. WEEK
4. MONTH
6. YEAR
95. LUMP SUM
97. OTHER (SPECIFY)
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 (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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPORARYCASHBENEFIT IN L045B)
JL056b RECD TEMP CASH UNTIL-AGE- 2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[2].L056A
2000 Link: G4236_1 2002 Link: HL144_2
Until what age was the temporary cash benefit offered?
35-80 AGE
95 NUMBER OF YEARS GIVEN
96 ANSWERED YEAR
..................................................................................
95. NUMBER OF YEARS GIVEN
96. ANSWERED YEAR
98. DK (Don't Know); NA (Not Ascertained)
99. 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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPORARYCASHBENEFIT IN L045B)
AND (L056A IN [95, 96])
AND (L056A <> 96)
JL057b RECD TEMP CASH UNTIL-# YRS- 2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[2].L057A
2000 Link: G4237_1 2002 Link: HL145_2
INTERVIEWER: PROBE IF NECESSARY: For how many years was the temporary cash
benefit offered?
0-25 YEARS
..................................................................................
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 (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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (TEMPORARYCASHBENEFIT IN L045B)
AND (L056A IN [95, 96])
AND (NOT (L056A <> 96))
AND (L056A = 96)
JL058b RECD TEMP CASH UNTIL-YR- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[2].L058A
2000 Link: G4238_1 2002 Link: HL146_2
INTERVIEWER: PROBE IF NECESSARY: Until which year was the temporary cash
benefit offered?
..................................................................................
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 (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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (ADDIEARSOFSERVICECREDITED IN L045B)
JL059b # YRS SERVICE CREDIT- 2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[2].L059A
2000 Link: G4239_1 2002 Link: HL147_2
How many years of service credit were you offered?
1-20 YEARS
..................................................................................
1 1. 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 (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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (OTHSPECIFY IN L045B)
JL060b AMOUNT OF OTHER INCENTIVE OFFERS- 2
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[2].L060A
2000 Link: G4240_1 2002 Link: HL148_2
IF R MENTIONS OTHER INCENTIVES ONLY (GH47/L045=7 ONLY):
Altogether, how much did the incentive offer amount to?
OTHERWISE:
(Not including [the cash bonus, /(and) improved pension benefits, /(and)
permanent medical insurance, /(and) temporary medical insurance, /(and)
temporary cash benefit, /(and) additional years of service credited,]) what
was the value of the other part of the (first/second) incentive offer?
NOTE: "and" IS INSERTED BETWEEN THE LAST ITEM ON THE LIST AND ITS PREDECESSOR.
IF R MENTIONS OTHER INCENTIVES ONLY (GH47/L045=7 ONLY):
Altogether, how much did the incentive offer amount to?
INTERVIEWER: USE ZERO FOR NONE
AMOUNT:
..................................................................................
1 0-8000. 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 (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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
JL061b ACCEPT INCENTIVES AND LEAVE- 2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[2].L061A
2000 Link: G4241_1 2002 Link: HL149_2
Did you accept the incentive and leave that employer?
..................................................................................
3 1. YES
16 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20110 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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND ((L061A <> NO) AND L061A <> NONRESPONSE)
JL062b IMPORTANCE OF INCENTIVE IN LEAVING- 2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[2].L062A
2000 Link: G4242_1 2002 Link: HL150_2
Was the special incentive important in your decision, or would you probably
have left at about that time anyway?
..................................................................................
1 1. IMPORTANT IN MY DECISION
2 5. I WOULD HAVE LEFT ANYWAY
8. DK (Don't Know); NA (Not Ascertained)
9. 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 ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND ((L040_OffrdEOW <> NO) AND L040_OffrdEOW <> NONRESPONSE)
AND (L041_NumEOWs <> NONRESPONSE)
AND (i <= L042AEOWCntr.ORD)
AND (NOT ((L061A <> NO) AND L061A <> NONRESPONSE))
JL063b LEAVE IF INCENTIVE TWICE AMOUNT- 2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.JOBHISTORY.EARLYRETWINDOW[2].L063A
2000 Link: G4243_1 2002 Link: HL151_2
If you had been offered twice as much (to leave) at that time, would you have
done so?
..................................................................................
4 1. YES
12 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20113 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))
JL068 1ST WRK SIX MO OR GREATER- YR
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.EARLYJOB.L068_
2000 Link: G4264 2002 Link: HL152
We need a little information about jobs you might have held years ago. In what
year did you first work for six months or more?
INTERVIEWER: USE 9995 FOR NEVER
..................................................................................
3128 1919-2004. Actual Value
42 9995. NEVER
133 9998. DK (Don't Know); NA (Not Ascertained)
19 9999. RF (Refused)
16807 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND (L068_ < piL094EarliestJob)
JL072 ALL YRS WORK SIX MOS OR GREATER
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.EARLYJOB.L072_
2000 Link: G4269 2002 Link: HL156
Based on questions we've asked you so far, we have a good idea of your
employment history since ([See Blaise Specifications for piL094EarliestJob
assignment]) The next question refers to the period between (1ST WRK SIX MO
OR GREATER- YR) and ([See Blaise Specifications for piL094EarliestJob
assignment]) During how many of these years did you work six months or more?
INTERVIEWER: IF R GIVES NUMBER OF YEARS, PRESS [ENTER] AND RECORD THE NUMBER
ON THE NEXT SCREEN
..................................................................................
1847 2. All years between first job and earliest job reported in J, K,
or L
42 8. DK (Don't Know); NA (Not Ascertained)
2 9. RF (Refused)
18238 Blank. INAP (Inapplicable)
JL094 EARLIEST JOB YR-REPORTED IN SECS J-K-L
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.L094EarliestJob
..................................................................................
20101 1919-2005. Actual Value
20 9998. DK (Don't Know); NA (Not Ascertained)
7 9999. RF (Refused)
1 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND (L068_ < piL094EarliestJob)
AND (L072_ = EMPTY OR L072_ = NONRESPONSE)
JL071 # YRS WORK SIX MOS OR GREATER
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.EARLYJOB.L071_
2000 Link: G4268 2002 Link: HL155
(Based on questions we've asked you so far, we have a good idea of your
employment history since ([See Blaise Specifications for piL094EarliestJob
assignment]) The next question refers to the period between (1ST WRK SIX MO
OR GREATER- YR) and ([See Blaise Specifications for piL094EarliestJob
assignment]) During how many of these years did you work six months or more?)
INTERVIEWER: IF R GIVES NUMBER OF YEARS, ENTER THE NUMBER ON THIS SCREEN
PRESS [ENTER] FOR OTHER CHOICES
NUMBER OF YEARS:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
715 0 35 8.93 7.47 19386
-----------------------------------------------------------------
26 98. DK (Don't Know); NA (Not Ascertained)
2 99. RF (Refused)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND (L068_ < piL094EarliestJob)
AND (L072_ = EMPTY OR L072_ = NONRESPONSE)
AND (L071_ = EMPTY OR L071_ = NONRESPONSE)
JL069 BEGIN YR WORK SIX MOS OR GREATER
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.EARLYJOB.L069_
2000 Link: G4266 2002 Link: HL153
(Based on questions we've asked you so far, we have a good idea of your
employment history since ([See Blaise Specifications for piL094EarliestJob
assignment]) The next question refers to the period between (1ST WRK SIX MO
OR GREATER- YR) and ([See Blaise Specifications for piL094EarliestJob
assignment]) During how many of these years did you work six months or more?)
INTERVIEWER: IF R GIVES A RANGE OF YEARS OTHER THAN THE ABOVE RANGE, ENTER
START YEAR ON THIS SCREEN
PRESS [ENTER] FOR OTHER CHOICES
START YEAR:
..................................................................................
16 1963-1999. Actual Value
23 9998. DK (Don't Know); NA (Not Ascertained)
2 9999. RF (Refused)
20088 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND (L068_ < piL094EarliestJob)
AND (L072_ = EMPTY OR L072_ = NONRESPONSE)
AND (L071_ = EMPTY OR L071_ = NONRESPONSE)
AND ((L069_ = RESPONSE) OR L069_ = NONRESPONSE)
JL070 END YR WORK SIX MOS OR GREATER
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.EARLYJOB.L070_
2000 Link: G4267 2002 Link: HL154
(Based on questions we've asked you so far, we have a good idea of your
employment history since ([See Blaise Specifications for piL094EarliestJob
assignment]) The next question refers to the period between (1ST WRK SIX MO
OR GREATER- YR) and ([See Blaise Specifications for piL094EarliestJob
assignment]) During how many of these years did you work six months or more?)
INTERVIEWER: IF R GIVES A RANGE OF YEARS OTHER THAN THE ABOVE RANGE, ENTER END
YEAR ON THIS SCREEN
END YEAR:
..................................................................................
16 1919-2004. Actual Value
23 9998. DK (Don't Know); NA (Not Ascertained)
2 9999. RF (Refused)
20088 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND (L068_ < piL094EarliestJob)
AND ((((L069_ = RESPONSE) AND (L070_ = RESPONSE)) OR (L071_ = RESPONSE)) OR
(L072_ = RESPONSE))
JL076 ALL YRS WORKED FULL TIME
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.EARLYJOB.L076_
2000 Link: G4274 2002 Link: HL160
And during how many of these years did you work full time?
INTERVIEWER: IF R GIVES NUMBER OF YEARS, PRESS [ENTER] AND RECORD THE NUMBER
ON THE NEXT SCREEN
..................................................................................
1388 1. ALL OF THESE YEARS
321 2. All years between first job and earliest job in section J, K,
or L
46 8. DK (Don't Know); NA (Not Ascertained)
3 9. RF (Refused)
18371 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND (L068_ < piL094EarliestJob)
AND ((((L069_ = RESPONSE) AND (L070_ = RESPONSE)) OR (L071_ = RESPONSE)) OR
(L072_ = RESPONSE))
AND (L076_ = EMPTY OR L076_ = NONRESPONSE)
JL075 # YRS WORKED FULL TIME
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecL.EARLYJOB.L075_
2000 Link: G4273 2002 Link: HL159
(And during how many of these years did you work full time?)
INTERVIEWER: IF R GIVES NUMBER OF YEARS, ENTER THE NUMBER ON THIS SCREEN
PRESS [ENTER] FOR OTHER CHOICES
NUMBER OF YEARS:
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
833 0 35 6.35 7.07 19276
-----------------------------------------------------------------
20 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 (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND (L068_ < piL094EarliestJob)
AND ((((L069_ = RESPONSE) AND (L070_ = RESPONSE)) OR (L071_ = RESPONSE)) OR
(L072_ = RESPONSE))
AND (L076_ = EMPTY OR L076_ = NONRESPONSE)
AND (L075_ = EMPTY OR L075_ = NONRESPONSE)
JL073 BEGIN YR WORKED FULL TIME
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.EARLYJOB.L073_
2000 Link: G4271 2002 Link: HL157
(And during how many of these years did you work full time?)
INTERVIEWER: IF R GIVES A RANGE OF YEARS, ENTER START YEAR ON THIS SCREEN
PRESS [ENTER] FOR OTHER CHOICES
START YEAR:
..................................................................................
5 1970-1984. Actual Value
20 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20104 Blank. INAP (Innapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND (L068_ < piL094EarliestJob)
AND ((((L069_ = RESPONSE) AND (L070_ = RESPONSE)) OR (L071_ = RESPONSE)) OR
(L072_ = RESPONSE))
AND (L076_ = EMPTY OR L076_ = NONRESPONSE)
AND (L075_ = EMPTY OR L075_ = NONRESPONSE)
AND ((L073_ = RESPONSE) OR L073_ = NONRESPONSE)
JL074 END YR WORKED FULL TIME
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.EARLYJOB.L074_
2000 Link: G4272 2002 Link: HL158
(And during how many of these years did you work full time?)
INTERVIEWER: IF R GIVES A RANGE OF YEARS OTHER THAN THE ABOVE RANGE, ENTER END
YEAR ON THIS SCREEN
END YEAR:
..................................................................................
5 1971-2004. Actual Value
17 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20107 Blank. INAP (Innapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
JL077 EMP BY ST/COUNTY/LOCAL GOVT
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.EARLYJOB.L077_
2000 Link: G4277 2002 Link: HL161
(Remind me again...) Have you ever been employed by a unit of a state, county,
or local government?
..................................................................................
862 1. YES
2265 5. NO
8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
17001 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND ((L077_ <> NO) AND L077_ <> NONRESPONSE)
JL078 EMPLOYED BY ST/LO GOVERNMENT- START YR-1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.EARLYJOB.L078_
2000 Link: G4278 2002 Link: HL162
During what years were you employed by state or local governments?
FIRST EMPLOYMENT PERIOD
FROM START YEAR:
..................................................................................
849 1938-2004. Actual Value
11 9998. DK (Don't Know); NA (Not Ascertained)
2 9999. RF (Refused)
19267 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND ((L077_ <> NO) AND L077_ <> NONRESPONSE)
JL079 EMPLOYED BY ST/LO GOVERNMENT- END YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.EARLYJOB.L079_
2000 Link: G4279 2002 Link: HL163
(During what years were you employed by state or local governments?)
FIRST EMPLOYMENT PERIOD
TO END YEAR:
..................................................................................
844 1939-2005. Actual Value
16 9998. DK (Don't Know); NA (Not Ascertained)
2 9999. RF (Refused)
19267 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND ((L077_ <> NO) AND L077_ <> NONRESPONSE)
JL080 EMPLOYED BY ST/LO GOVERNMENT- START YR-2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.EARLYJOB.L080_
2000 Link: G4280 2002 Link: HL164
(During what years were you employed by state or local governments?)
SECOND EMPLOYMENT PERIOD
INTERVIEWER: IF R HAD ONLY ONE GOVERNMENT JOB, PRESS [ENTER] FOR NONE
FROM START YEAR:
..................................................................................
198 1953-2004. Actual Value
20 9998. DK (Don't Know); NA (Not Ascertained)
3 9999. RF (Refused)
19908 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND ((L077_ <> NO) AND L077_ <> NONRESPONSE)
AND (L080_ = RESPONSE)
JL081 EMPLOYED BY ST/LOC GOVERNMENT- END YR- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.EARLYJOB.L081_
2000 Link: G4281 2002 Link: HL165
(During what years were you employed by state or local governments?)
SECOND EMPLOYMENT PERIOD
TO END YEAR:
..................................................................................
197 1956-2005. Actual Value
1 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
19931 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
JL082 EMPLOYED BY FEDERAL GOVERNMENT
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.EARLYJOB.L082_
2000 Link: G4282 2002 Link: HL166
Aside from military service, (remind me again,) have you ever been employed by
the federal government?
..................................................................................
282 1. YES
2845 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17001 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND ((L082_ <> NO) AND L082_ <> NONRESPONSE)
JL083 EMPLOYED BY FED GOVERNMENT- START YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.EARLYJOB.L083_
2000 Link: G4283 2002 Link: HL167
During what years were you employed by the federal government?
FIRST EMPLOYMENT PERIOD
FROM START YEAR:
..................................................................................
276 1942-2003. Actual Value
6 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
19847 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND ((L082_ <> NO) AND L082_ <> NONRESPONSE)
JL084 EMPLOYED BY FED GOVERNMENT- END YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.EARLYJOB.L084_
2000 Link: G4284 2002 Link: HL168
(During what years were you employed by the federal government?)
FIRST EMPLOYMENT PERIOD
TO END YEAR:
..................................................................................
275 1944-2005. Actual Value
7 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
19847 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND ((L082_ <> NO) AND L082_ <> NONRESPONSE)
JL085 EMPLOYED BY FED GOVERNMENT- START YR- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.EARLYJOB.L085_
2000 Link: G4285 2002 Link: HL169
(During what years were you employed by the federal government?)
SECOND EMPLOYMENT PERIOD
INTERVIEWER: IF R HAD ONLY ONE GOVERNMENT JOB, PRESS [ENTER] FOR NONE
FROM START YEAR:
..................................................................................
51 1948-1999. Actual Value
7 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20071 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND ((L082_ <> NO) AND L082_ <> NONRESPONSE)
AND (L085_ = RESPONSE)
JL086 EMPLOYED BY FED GOVERNMENT- END YR- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.EARLYJOB.L086_
2000 Link: G4286 2002 Link: HL170
(During what years were you employed by the federal government?)
SECOND EMPLOYMENT PERIOD
TO END YEAR:
..................................................................................
51 1956-2004. Actual Value
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20078 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
JL087 JOB WHERE DID NOT PAY SOC SEC TAX
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.EARLYJOB.L087_
2000 Link: G4287 2002 Link: HL171
Some state and local government and certain other workers have not always been
covered by Social Security.
(Including the state, local, and federal jobs you just told me about and
other jobs, did\Did) you ever work in a job where you did not pay social
security taxes?
..................................................................................
404 1. YES
2697 5. NO
24 8. DK (Don't Know); NA (Not Ascertained)
3 9. RF (Refused)
17001 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND ((L087_ <> NO) AND L087_ <> NONRESPONSE)
JL088 JOB NO SOC SEC- START YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.EARLYJOB.L088_
2000 Link: G4288 2002 Link: HL172
During what years were you first employed in a job where social security taxes
were not paid?
FIRST EMPLOYMENT PERIOD
FROM START YEAR:
..................................................................................
380 1948-2004. Actual Value
21 9998. DK (Don't Know); NA (Not Ascertained)
3 9999. RF (Refused)
19725 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND ((L087_ <> NO) AND L087_ <> NONRESPONSE)
JL089 JOB NO SOC SEC- END YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.EARLYJOB.L089_
2000 Link: G4289 2002 Link: HL173
(During what years were you first employed in a job where social security
taxes were not paid?)
FIRST EMPLOYMENT PERIOD
TO END YEAR:
..................................................................................
379 1951-2005. Actual Value
22 9998. DK (Don't Know); NA (Not Ascertained)
3 9999. RF (Refused)
19725 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND ((L087_ <> NO) AND L087_ <> NONRESPONSE)
JL090 JOB NO SOC SEC- START YR- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.EARLYJOB.L090_
2000 Link: G4290 2002 Link: HL174
(During what years were you first employed in a job where social security
taxes were not paid?)
SECOND EMPLOYMENT PERIOD
INTERVIEWER: PRESS [ENTER] FOR NONE
FROM START YEAR:
..................................................................................
82 1920-2004. Actual Value
24 9998. DK (Don't Know); NA (Not Ascertained)
3 9999. RF (Refused)
20020 Blank. INAP (Inapplicable)
Ask:
IF ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (L068_ <> NONRESPONSE AND (L068_ <> 9995))
AND ((L087_ <> NO) AND L087_ <> NONRESPONSE)
AND (L090_ = RESPONSE)
JL091 JOB NO SOC SEC- END YR- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecL.EARLYJOB.L091_
2000 Link: G4291 2002 Link: HL175
(During what years were you first employed in a job where social security
taxes were not paid?)
SECOND EMPLOYMENT PERIOD
TO END YEAR:
..................................................................................
82 1965-2004. Actual Value
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20047 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 (piSecAStartInterviewA009_SelfPrxy = SLF)
JL092 ASSIST SECTION L- JOB HISTORY
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecL.EARLYJOB.L092_
2000 Link: G4302 2002 Link: HL176
INTERVIEWER: HOW OFTEN DID R RECEIVE ASSISTANCE WITH ANSWERS IN SECTION L -
JOB HISTORY?
..................................................................................
2937 1. NEVER
174 2. A FEW TIMES
5 3. MOST OR ALL OF THE TIME
1 4. THE SECTION WAS DONE BY A PROXY REPORTER
17012 Blank. INAP (Inapplicable)
JVDATE 2004 DATA MODEL VERSION
Section: L 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: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
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20129 1. First Final Release
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