HHID     HOUSEHOLD IDENTIFICATION NUMBER
         Section: J     Level: Respondent      Type: Character  Width: 6   Decimals: 0

        ..................................................................................
         1227           010240-213434. Household Identifier


PN RESPONDENT PERSON IDENTIFICATION NUMBER Section: J Level: Respondent Type: Character Width: 3 Decimals: 0 .................................................................................. 861 010. Person Identifier 19 011. Person Identifier 274 020. Person Identifier 39 030. Person Identifier 1 031. Person Identifier 33 040. Person Identifier
TSUBHH 2004 SUB-HOUSEHOLD IDENTIFICATION NUMBER Section: J Level: Respondent Type: Character Width: 1 Decimals: 0 .................................................................................. 1176 3. 1st deceased respondent from a household 51 4. 2nd deceased respondent from a household
HSUBHH 2002 SUB-HOUSEHOLD IDENTIFICATION NUMBER Section: J Level: Respondent Type: Character Width: 1 Decimals: 0 .................................................................................. 1180 0. Original sample household - no split from divorce or separation of spouses or partners 21 1. Split household - one half of couple from SUBHH 0 and new spouse or partner, if any 21 2. Split household - other half of couple from SUBHH 0 and new spouse or partner, if any 4 3. 1st deceased respondent from a household 5. Split household - one half of couple from SUBHH 1 or 2 6. Split household - one half of couple from SUBHH 1 or 2 1 7. Reunited household - respondents from split household reunite
TPN_SP 2004 SPOUSE PERSON IDENTIFICATION NUMBER Section: J Level: Respondent Type: Character Width: 3 Decimals: 0 .................................................................................. 184 010. Person Identifier 16 011. Person Identifier 233 020. Person Identifier 5 021. Person Identifier 21 030. Person Identifier 2 031. Person Identifier 22 040. Person Identifier 3 041. Person Identifier 1 811. New Spouse of Non-Original Respondent 740 Blank. R not coupled
Assign: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST) OR ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST) OR ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST) OR ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST) OR ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST) OR ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST) OR ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (piRVARSZ123_CurWorkng_V = NO) OR NOT (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (piRVARSZ123_CurWorkng_V = NO)) OR NOT (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (piRVARSZ123_CurWorkng_V = NO)) OR NOT (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (piRVARSZ123_CurWorkng_V = NO)) OR NOT (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (piRVARSZ123_CurWorkng_V = NO)) OR NOT (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (piRVARSZ123_CurWorkng_V = NO)) OR NOT (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (piRVARSZ123_CurWorkng_V = NO))) AND (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (piRvarsZ136_SelfElseEmp_V <> SLF) OR NOT (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (piRvarsZ136_SelfElseEmp_V <> SLF)) OR NOT (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (piRvarsZ136_SelfElseEmp_V <> SLF)) OR NOT (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (piRvarsZ136_SelfElseEmp_V <> SLF)) OR NOT (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (piRvarsZ136_SelfElseEmp_V <> SLF)) OR NOT (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (piRvarsZ136_SelfElseEmp_V <> SLF))) AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND (J021_EmpSelfOth = SOMEONEELSE)) AND (piRvarsZ136_SelfElseEmp_V = NELSE) OR NOT ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND (J021_EmpSelfOth = SOMEONEELSE)) AND (piRvarsZ136_SelfElseEmp_V = NELSE)) OR NOT ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND (J021_EmpSelfOth = SOMEONEELSE)) AND (piRvarsZ136_SelfElseEmp_V = NELSE)) OR NOT ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND (J021_EmpSelfOth = SOMEONEELSE)) AND (piRvarsZ136_SelfElseEmp_V = NELSE)) OR NOT ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND (J021_EmpSelfOth = SOMEONEELSE)) AND (piRvarsZ136_SelfElseEmp_V = NELSE))) AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND ((J020_WorkforPay <> YES) OR (J021_EmpSelfOth <> SOMEONEELSE))) AND (piRvarsZ136_SelfElseEmp_V = NELSE) OR NOT ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND ((J020_WorkforPay <> YES) OR (J021_EmpSelfOth <> SOMEONEELSE))) AND (piRvarsZ136_SelfElseEmp_V = NELSE)) OR NOT ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND ((J020_WorkforPay <> YES) OR (J021_EmpSelfOth <> SOMEONEELSE))) AND (piRvarsZ136_SelfElseEmp_V = NELSE)) OR NOT ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND ((J020_WorkforPay <> YES) OR (J021_EmpSelfOth <> SOMEONEELSE))) AND (piRvarsZ136_SelfElseEmp_V = NELSE))) AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND (piRvarsZ136_SelfElseEmp_V = SLF)) AND (J021_EmpSelfOth <> SLFEMPD) OR NOT ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND (piRvarsZ136_SelfElseEmp_V = SLF)) AND (J021_EmpSelfOth <> SLFEMPD)) OR NOT ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND (piRvarsZ136_SelfElseEmp_V = SLF)) AND (J021_EmpSelfOth <> SLFEMPD))) AND ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN) OR NOT ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) TJ677 BRANCHPOINT FOR J677Y Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.WORKSTATUS.J677YJ023BP .................................................................................. 27 0. ALL OTHERS 1132 1. NOT WORKING LAST WAVE 68 2. NOT SELF EMPLOYED LAST WAVE Blank. INAP (INAPPLICABLE)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)) AND (((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4)) TJ023 STOPPED WORKING FOR SLF-MO Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J023_MoStopWrkSelf Now I have some questions about [FIRST NAME OF INDIVIDUAL]'s employment before[she/he] died. According to our records, in [PREV WAVE FIRST R IW MONTH], [PREV WAVE FIRST R IW YEAR][she/he] was self- employed. In what month and year did[she/he] stop working for[herself/himself]? IWER: MONTH ENTERED MUST BE BETWEEN Rís LAST IW MONTH, YEAR AND Rís DATE OF DEATH -MONTH, YEAR. MONTH: YEAR: .................................................................................. 1 1. JAN 2. FEB 1 3. MAR 2 4. APR 1 5. MAY 2 6. JUN 2 7. JUL 8. AUG 2 9. SEP 2 10. OCT 11. NOV 3 12. DEC 10 96. WORKED THERE UNTIL DEATH 97. DENIES BEING SELF-EMPLOYED AT PREVIOUS IW 1 98. DK (Don't Know); NA (Not Ascertained) 99. RF (Refused) 1200 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)) AND (((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4)) AND (NOT ((J023_MoStopWrkSelf = STILLWORKING) OR (J023_MoStopWrkSelf = DENYSLF_EMPATPW))) AND (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)) AND (((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4)) AND ((J023_MoStopWrkSelf = STILLWORKING) OR (J023_MoStopWrkSelf = DENYSLF_EMPATPW)) TJ024 STOPPED WORKING FOR SLF- YR Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J024_YrStopWrkSelf Now I have some questions about [FIRST NAME OF INDIVIDUAL]'s employment before[she/he] died. According to our records, in [PREV WAVE FIRST R IW MONTH], [PREV WAVE FIRST R IW YEAR][she/he] was self- employed. In what month and year did[she/he] stop working for[herself/himself]? IWER: MONTH ENTERED MUST BE BETWEEN Rís LAST IW MONTH, YEAR AND Rís DATE OF DEATH -MONTH, YEAR. MONTH: [STOPPED WORKING FOR SLF-MO] YEAR: .................................................................................. 17 1995-2004. Actual Value 9998. DK (Don't Know); NA (Not Ascertained) 10 9999. RF (Refused) 1200 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)) AND (((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4)) AND (J678YJ023TOW158_2BP <> 1) AND (NOT (((J023_MoStopWrkSelf = STILLWORKING) AND (ACTIVELANGUAGE <> EXTENG)) AND (ACTIVELANGUAGE <> EXTSPN))) TJ031 PAID REGULAR SALARY Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J031_ Was [she/he] paid a regular salary or wages? .................................................................................. 10 1. YES 17 5. NO 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1200 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)) AND (((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4)) AND (J678YJ023TOW158_2BP <> 1) AND (NOT (((J023_MoStopWrkSelf = STILLWORKING) AND (ACTIVELANGUAGE <> EXTENG)) AND (ACTIVELANGUAGE <> EXTSPN))) AND (((J031_ <> DONTKNOW) AND (J031_ <> REFUSAL)) AND (J031_ <> NO)) TJ032 AMOUNT OF SALARY Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J032_ How much was[she/he] paid before taxes and other deductions? INTERVIEWER: DO NOT PROBE DK/RF INTERVIEWER: IF AMOUNT PER HOUR, ENTER BOTH DOLLARS AND CENTS AMOUNT: PER: .................................................................................. 1 250. Actual Value 5 998. DK (Don't Know); NA (Not Ascertained) 4 999. RF (Refused) 1217 Blank. INAP (Innapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)) AND (((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4)) AND (J678YJ023TOW158_2BP <> 1) AND (NOT (((J023_MoStopWrkSelf = STILLWORKING) AND (ACTIVELANGUAGE <> EXTENG)) AND (ACTIVELANGUAGE <> EXTSPN))) AND (((J031_ <> DONTKNOW) AND (J031_ <> REFUSAL)) AND (J031_ <> NO)) AND (NOT (((J032_ = DONTKNOW) OR (J032_ = REFUSAL)) AND J033_ = EMPTY)) AND ((J032_ = RESPONSE) AND (J032_ <> 0)) TJ036 AMOUNT OF SALARY PER Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J036_ (How much was [she/he] paid before taxes and other deductions?) INTERVIEWER: PROBE IF NECESSARY: Was that per hour, week, month, or year? AMOUNT: [AMOUNT OF SALARY] PER: .................................................................................. 1. HOUR 1 2. WEEK 3. EVERY TWO WEEKS/BI-WEEKLY 4. MONTH 5. TWICE A MONTH 6. YEAR 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1226 Blank. INAP (Inapplicable)
TJ033 AMOUNT OF SALARY - MIN Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J033_ J033_-J035_ Unfolding Sequence Question text: Did it amount to a total of less than $______per month, more than $______per month, or what? PROCEDURE: UnFM_2Up1Down BREAKPOINTS: 625, 1500, 3000, 6500 ENTRY POINT: 1500 .................................................................................. 6 0. Value of Breakpoint 1 625. Value of Breakpoint 1 1501. Value of Breakpoint 1 3000. Value of Breakpoint 1218 Blank. INAP (Inapplicable)
TJ034 AMOUNT OF SALARY - MAX Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J034_ .................................................................................. 1 625. Value of Breakpoint 1 3000. Value of Breakpoint 7 99999996. Greater than Maximum Breakpoint 1218 Blank. INAP (Inapplicable)
TJ035 AMOUNT OF SALARY - RESULT Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J035_ .................................................................................. 97. Data Not Available 1 98. DK (Don't Know); NA (Not Ascertained) 6 99. RF (Refused) 1220 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)) AND (((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4)) AND (J678YJ023TOW158_2BP <> 1) AND (NOT (((J023_MoStopWrkSelf = STILLWORKING) AND (ACTIVELANGUAGE <> EXTENG)) AND (ACTIVELANGUAGE <> EXTSPN))) TJ038 RECEIVE ANY PROFITS Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J038_ Did [she/he] receive some or all of the net earnings or profits? DEF: NET EARNING OR PROFIT IS TOTAL BUSINESS INCOMES LESS TOTAL BUSINESS EXPENSES. .................................................................................. 20 1. YES 3 5. NO 2 8. DK (Don't Know); NA (Not Ascertained) 2 9. RF (Refused) 1200 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)) AND (((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4)) AND (J678YJ023TOW158_2BP <> 1) AND (NOT (((J023_MoStopWrkSelf = STILLWORKING) AND (ACTIVELANGUAGE <> EXTENG)) AND (ACTIVELANGUAGE <> EXTSPN))) AND (J681YJ038TOJ073 <> 1) TJ039 AMOUNT OF NET PROFITS/EARNINGS Section: J Level: Respondent Type: Numeric Width: 5 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J039_ (In addition to[her/his] regular salary,) How much did[she/he] receive from net earnings or profits? INTERVIEWER: IF R HAS TROUBLE GIVING DOLLAR FIGURE, ASK: What did[she/he] earn the last year[she/he] worked? DEF: NET EARNING OR PROFIT IS TOTAL BUSINESS INCOMES LESS TOTAL BUSINESS EXPENSES. IWER: DO NOT PROBE DK/RF IWER: IF AMOUNT PER HOUR, ENTER BOTH DOLLARS AND CENTS AMOUNT: PER: .................................................................................. 4 8265-30000. Actual Value 12 99998. DK (Don't Know); NA (Not Ascertained) 4 99999. RF (Refused) 1207 Blank. INAP (Innapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)) AND (((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4)) AND (J678YJ023TOW158_2BP <> 1) AND (NOT (((J023_MoStopWrkSelf = STILLWORKING) AND (ACTIVELANGUAGE <> EXTENG)) AND (ACTIVELANGUAGE <> EXTSPN))) AND (J681YJ038TOJ073 <> 1) AND (NOT (((J039_ = DONTKNOW) OR (J039_ = REFUSAL)) AND J040_ = EMPTY)) AND ((J039_ = RESPONSE) AND (J039_ <> 0)) TJ043 AMOUNT OF NET PROFITS/EARNINGS PER Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J043_ (In addition to [her/his] regular salary, how much did [she/he] receive from net earnings or profits?) INTERVIEWER: PROBE IF NECESSARY: Was that per hour, week, month, or year? AMOUNT: [AMOUNT OF NET PROFITS/EARNINGS] PER: .................................................................................. 1. HOUR 2. WEEK 3. EVERY TWO WEEKS/BI-WEEKLY 4. MONTH 5. TWICE A MONTH 4 6. YEAR 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1223 Blank. INAP (Inapplicable)
TJ040 AMOUNT OF NET PROFITS/EARNINGS - MIN Section: J Level: Respondent Type: Numeric Width: 5 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J040_ J040_-J042_ Unfolding Sequence Question text: Did it amount to a total of less than $______per year, more than $______per year, or what? PROCEDURE: UnFM_2Up1Down BREAKPOINTS: 3300, 10000, 30000, 75000 ENTRY POINT: 10000 .................................................................................. 8 0. Value of Breakpoint 2 3301. Value of Breakpoint 1 10000. Value of Breakpoint 2 10001. Value of Breakpoint 2 30001. Value of Breakpoint 1 75000. Value of Breakpoint 1211 Blank. INAP (Inapplicable)
TJ041 AMOUNT OF NET PROFITS/EARNINGS - MAX Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J041_ .................................................................................. 4 9999. Value of Breakpoint 1 10000. Value of Breakpoint 1 29999. Value of Breakpoint 1 74999. Value of Breakpoint 1 75000. Value of Breakpoint 8 99999996. Greater than Maximum Breakpoint 1211 Blank. INAP (Inapplicable)
TJ042 AMOUNT OF NET PROFITS/EARNINGS - RESULT Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J042_ .................................................................................. 97. Data Not Available 5 98. DK (Don't Know); NA (Not Ascertained) 5 99. RF (Refused) 1217 Blank. INAP (Inapplicable)
Assign: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST) OR ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6) OR (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)) AND (((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4) OR ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4)) AND (J023_MoStopWrkSelf = DENYSLF_EMPATPW OR NOT (J023_MoStopWrkSelf = DENYSLF_EMPATPW)) TJ678 BRANCHPOINT FOR J678Y Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J678YJ023TOW158_2BP .................................................................................. 27 0. ALL OTHERS 1. R DENIES WORKING FOR SELF 1200 Blank. INAP (Inapplicable)
Assign: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST) OR ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6) OR (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)) AND (((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4) OR ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4)) AND (J678YJ023TOW158_2BP <> 1 OR J678YJ023TOW158_2BP <> 1) AND (NOT (((J023_MoStopWrkSelf = STILLWORKING) AND (ACTIVELANGUAGE <> EXTENG)) AND (ACTIVELANGUAGE <> EXTSPN)) OR NOT (((J023_MoStopWrkSelf = STILLWORKING) AND (ACTIVELANGUAGE <> EXTENG)) AND (ACTIVELANGUAGE <> EXTSPN))) AND ((J038_ = NO) OR J038_ = NONRESPONSE OR NOT ((J038_ = NO) OR J038_ = NONRESPONSE)) TJ681 BRANCHPOINT FOR J681Y Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J681YJ038TOJ073 .................................................................................. 20 0. ALL OTHERS 7 1. TJ038 NOT YES 1200 Blank. INAP (Inapplicable)
Assign: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST) OR ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6) OR (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)) AND (((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4) OR ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4)) AND (J678YJ023TOW158_2BP <> 1 OR J678YJ023TOW158_2BP <> 1) AND (NOT (((J023_MoStopWrkSelf = STILLWORKING) AND (ACTIVELANGUAGE <> EXTENG)) AND (ACTIVELANGUAGE <> EXTSPN)) OR NOT (((J023_MoStopWrkSelf = STILLWORKING) AND (ACTIVELANGUAGE <> EXTENG)) AND (ACTIVELANGUAGE <> EXTSPN))) AND (J681YJ038TOJ073 <> 1 OR NOT (J681YJ038TOJ073 <> 1)) TJ682 BRANCHPOINT FOR J682Y Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J682YJ045BP_TOJ073 .................................................................................. 7 0. ALL OTHERS 20 1. TJ681 = 1 1200 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)) AND (((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND (PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073 <> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND (PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND (PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172 <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 2) TJ063 STOP/RETIRE WORK PREV WAVE EMPLOYER-MO Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J063_MoStopWrkPrevEmp Now I have some questions about Rís FIRST NAMEís employment before [he/she] died. IF RíS LAST IW EMPLOYER IS KNOWN (Z091 NOT EMPTY): According to our records, [he/she] was working for Rís LAST IW EMPLOYER NAME (per Z091) in Rís LAST IW MONTH, YEAR. In what month and year did [he/she] stop working there, or was [he/she] still working there when [he/she] died? OTHERWISE: According to our records, [he/she] was working for someone else in Rís LAST IW MONTH, YEAR. In what month and year did [he/she] stop working for that employer? [IWER: MONTH ENTERED MUST BE BETWEEN Rís LAST IW MONTH, YEAR AND Rís DATE OF DEATH, MONTH, YEAR.] .................................................................................. 5 1. JAN 2. FEB 1 3. MAR 2 4. APR 1 5. MAY 3 6. JUN 2 7. JUL 6 8. AUG 6 9. SEP 3 10. OCT 4 11. NOV 4 12. DEC 18 96. WORKED THERE UNTIL DEATH 6 97. DENIES WORKING FOR SOMEONE ELSE, OR FOR NAMED EMPLOYER, AT LAST INTERVIEW 7 98. DK (Don't Know); NA (Not Ascertained) 99. RF (Refused) 1159 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)) AND (((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND (PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073 <> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND (PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND (PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172 <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 2) AND ((J687YJ063TOW158_2BP <> 1) AND (J063_MoStopWrkPrevEmp <> STILLWORKING)) TJ064 STOP/RETIRE WORK PREV WAVE EMPLOYER-YR Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J064_YrStopWrkPrevEmp Now I have some questions about Rís FIRST NAMEís employment before [he/she] died. IF RíS LAST IW EMPLOYER IS KNOWN (Z091 NOT EMPTY): According to our records, [he/she] was working for Rís LAST IW EMPLOYER NAME (per Z091) in Rís LAST IW MONTH, YEAR. In what month and year did [he/she] stop working there, or was [he/she] still working there when [he/she] died? OTHERWISE: According to our records, [he/she] was working for someone else in Rís LAST IW MONTH, YEAR. In what month and year did [he/she] stop working for that employer? [IWER: MONTH ENTERED MUST BE BETWEEN Rís LAST IW MONTH, YEAR AND Rís DATE OF DEATH, MONTH, YEAR.] .................................................................................. 36 1993-2004. Actual Value 8 9998. DK (Don't Know); NA (Not Ascertained) 9999. RF (Refused) 1183 Blank. INAP (Inapplicable)
Assign: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)) AND (((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND (PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073 <> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND (PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND (PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172 <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 2) AND ((J687YJ063TOW158_2BP <> 1) AND (J063_MoStopWrkPrevEmp <> STILLWORKING)) TJ065 PREV WAVE EMPLYR TWO YRS- CALC Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J065_ .................................................................................. ----------------------------------------------------------------- N Min Max Mean SD Miss 44 0 30 11.18 9.31 1183 -----------------------------------------------------------------
Assign: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)) AND (((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND (PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073 <> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND (PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND (PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172 <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 2) AND ((J687YJ063TOW158_2BP <> 1) AND (J063_MoStopWrkPrevEmp <> STILLWORKING)) TJ066 REF STOP WORK EMP- CALC Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J066_ .................................................................................. ----------------------------------------------------------------- N Min Max Mean SD Miss 44 0 30 11.18 9.31 1183 -----------------------------------------------------------------
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)) AND (((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND (PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073 <> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND (PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND (PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172 <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1)) AND (J687YJ063TOW158_2BP <> 1) TJ067 AMOUNT EARNING WHEN LEFT Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 2 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J067_ [What was [she/he] earning, before deductions, at the time of [her/his] death?/What was [she/he] earning, before deductions, when [she/he] left that employer?] INTERVIEWER: IF AMOUNT PER HOUR, ENTER BOTH DOLLARS AND CENTS DO NOT PROBE DK/RF AMOUNT: PER: .................................................................................. 23 0-80000. Actual Value 37 99999998. DK (Don't Know); NA (Not Ascertained) 2 99999999. RF (Refused) 1165 Blank. INAP (Innapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)) AND (((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND (PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073 <> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND (PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND (PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172 <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1)) AND (J687YJ063TOW158_2BP <> 1) AND (NOT (((J067_ = DONTKNOW) OR (J067_ = REFUSAL)) AND J068_ = EMPTY)) AND ((J067_ = RESPONSE) AND (J067_ <> 0)) TJ071 AMOUNT EARNING WHEN LEFT - PER Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J071_ INTERVIEWER: PROBE IF NECESSARY: Was that per hour, week, month, or year? AMOUNT: [AMOUNT EARNING WHEN LEFT] PER: .................................................................................. 8 1. HOUR 2 2. WEEK 3. EVERY TWO WEEKS/BI-WEEKLY 4 4. MONTH 5. TWICE A MONTH 9 6. YEAR 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1204 Blank. INAP (Inapplicable)
TJ068 AMOUNT EARNING WHEN LEFT - MIN Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J068_ J068_-J070_ Unfolding Sequence Question text: Did it amount to a total of less than $______per month, more than $______per month, or what? PROCEDURE: UnFM_2Up1Down BREAKPOINTS: 200, 800, 1500, 3000 ENTRY POINT: 800 .................................................................................. 20 0. Value of Breakpoint 4 201. Value of Breakpoint 3 800. Value of Breakpoint 7 801. Value of Breakpoint 2 1501. Value of Breakpoint 2 3000. Value of Breakpoint 1189 Blank. INAP (Inapplicable)
TJ069 AMOUNT EARNING WHEN LEFT - MAX Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J069_ .................................................................................. 4 199. Value of Breakpoint 4 799. Value of Breakpoint 3 800. Value of Breakpoint 5 1499. Value of Breakpoint 2 2999. Value of Breakpoint 2 3000. Value of Breakpoint 18 99999996. Greater than Maximum Breakpoint 1189 Blank. INAP (Inapplicable)
TJ070 AMOUNT EARNING WHEN LEFT - RESULT Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J070_ .................................................................................. 1 97. Data Not Available 16 98. DK (Don't Know); NA (Not Ascertained) 3 99. RF (Refused) 1207 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)) AND ((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND (PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND (PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172 <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1)) AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1)) AND ((J083_ <> YES) AND J083_ <> NONRESPONSE) AND (NOT (piRVARSZ133_JobPension_V = YES)) AND (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)) AND ((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND (PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND (PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172 <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1)) AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1)) AND ((J083_ <> YES) AND J083_ <> NONRESPONSE) AND (piRVARSZ133_JobPension_V = YES) TJ084 INCLUDED IN CURRENT PENSION PLAN Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J084_ IF NOT SELF-EMPLOYED AT Rís LAST IW: Was Rís FIRST NAME included in a pension or retirement plan, or in any tax deferred savings plan, through your work when [he/she] worked for [R's LAST IW EMPLOYER NAME (per Z091)/that employer]? OTHERWISE: Aside from IRAs not sponsored by your business or KEOGH plans, was Rís FIRST NAME included in a pension or retirement plan, or in any tax deferred savings plan, through [his/her] work? .................................................................................. 25 1. YES 60 5. NO 4 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1138 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)) AND ((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND (PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND (PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172 <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1)) AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1)) AND ((J083_ <> YES) AND J083_ <> NONRESPONSE) AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL)) TJ085 # PENSION PLANS Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J085_ IF R REPORTED AT LAST IW THAT R WAS INCLUDED IN PENSION PLAN ON THIS JOB (Z133=1): According to our records, Rís FIRST NAME reported that [he/she] was included in one or more pension plans on this job. In how many different pension plans was [he/she] included on this job? [IWER: ENTER "95" IF R DENIES BEING INCLUDED IN ANY PENSION PLAN] OTHERWISE: In how many different pension plans was [he/she] included on this job? .................................................................................. 2 0. NONE 14 1. ONE 3 2. TWO 3. THREE 4. FOUR 5. FIVE 6. SIX 7. SEVEN 8. EIGHT 1 95. DENIES BEING INCLUDED IN PENSION PLAN 4 98. DK (Don't Know); NA (Not Ascertained) 1 99. RF (Refused) 1202 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)) AND ((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND (PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND (PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172 <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1)) AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1)) AND ((J083_ <> YES) AND J083_ <> NONRESPONSE) AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL)) AND (J085_ = DONTKNOW) TJ086 ONE PENSION PLAN OR MORE THAN ONE Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J086_ Was this just one plan or more than one? .................................................................................. 1. ONE PLAN 3. MORE THAN ONE 4 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1223 Blank. INAP (Inapplicable)
Assign: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST) OR ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6) OR (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)) AND (((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND (PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073 <> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND (PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND (PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172 <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1) OR ((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND (PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073 <> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND (PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND (PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172 <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 2 OR PWELSENOWELSE.J686YJ063BP <> 2) AND ((((J063_MoStopWrkPrevEmp = DENYWORKSELF) OR (J063_MoStopWrkPrevEmp = STILLWORKSELF2NDJOB)) OR (J063_MoStopWrkPrevEmp = STILLWORKSELF)) OR (J063_MoStopWrkPrevEmp = DENYWORKELSEORFORNAME) OR NOT ((((J063_MoStopWrkPrevEmp = DENYWORKSELF) OR (J063_MoStopWrkPrevEmp = STILLWORKSELF2NDJOB)) OR (J063_MoStopWrkPrevEmp = STILLWORKSELF)) OR (J063_MoStopWrkPrevEmp = DENYWORKELSEORFORNAME))) TJ687 BRANCHPOINT FOR J687Y Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J687YJ063TOW158_2BP .................................................................................. 62 0. ALL OTHERS 6 1. R DENIES SELF EMPLOYMENT OR STILL WORKED FOR SELF AT DEATH 1159 Blank. INAP (Inapplicable)
Assign: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST) OR ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6) OR (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)) AND (((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND (PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073 <> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND (PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND (PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172 <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1) OR ((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND (PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073 <> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND (PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND (PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172 <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1)) AND (J687YJ063TOW158_2BP <> 1 OR J687YJ063TOW158_2BP <> 1) AND (((piJ058_SameJobTitle = RETIREDANDWORKINGFORSAME) OR (ACTIVELANGUAGE = EXTENG)) OR (ACTIVELANGUAGE = EXTSPN) OR NOT (((piJ058_SameJobTitle = RETIREDANDWORKINGFORSAME) OR (ACTIVELANGUAGE = EXTENG)) OR (ACTIVELANGUAGE = EXTSPN))) TJ688 BRANCHPOINT FOR J688Y Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J688YJ073BP_TOJ080 .................................................................................. 0. ALL OTHERS 62 1. EXIT INTERVIEW 1165 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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) TJW001a TYPE OF PENSION PLAN -1 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].W001A IF THIS IS THE FIRST PLAN and R HAS MORE THAN ONE PLAN (G30a/J085 =2 or (G30b)/J086=3)}: Now I have some questions about the most important of these plans. I would like to know what type of plan this was. IF THIS IS THE SECOND, THIRD OR FOURTH PLAN FOR (G30a/J085 =2) or THE SECOND PLAN FOR ((G30b)/J086=3): Now I have some questions about the next most important of these plans. I would like to know what type of plan this was. IF R HAS ONLY ONE PLAN ({G30a/J085 or (G30b)/J086}=1): I would like to know what type of plan this was. ALL EXIT Rs: In some retirement plans, call them Type A, benefits are usually based on a formula involving age, years of service and salary. In other plans, call them Type B, money is accumulated in an account for [him/her]. NOTE: IF R HAS ALREADY BEEN THROUGH THE LOOP ONCE, THE EXPLANATION, ABOVE, APPEARS IN PARENTHESES AND IS READ AT THE IWERís DISCRETION. Was [his/her] plan Type A or Type B? DEF: 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 ĎDEFINED CONTRIBUTIONí. .................................................................................. 7 1. TYPE A 5 2. TYPE B 1 3. BOTH TYPES 4 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1210 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) TJW043a HWP BENEFICIARY OF PENSION-B -1 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].W043A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] Did [you/[/her/his][ you/husband/wife/partner]] or will [you/[/her/his][ you/husband/wife/partner]] receive any benefits from this plan? .................................................................................. 8 1. YES 3 5. NO 2 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1214 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) TJW002a AMOUNT IN PENSION WHEN LEFT-B -1 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W002A IF R HAS BOTH TYPES OF PLAN (G31/JW001_1=3): For the part of [his/her] pension where money was accumulated in an account, how much money was in [his/her] account when [he/she] died? OTHERWISE: How much money was in [his/her] account when [he/she] died? .................................................................................. 2 99999998. DK (Don't Know); NA (Not Ascertained) 1 99999999. RF (Refused) 1224 Blank. INAP (Inapplicable)
TJW003a AMOUNT IN PENSION WHEN LEFT-B - MIN -1 Section: J Level: Respondent Type: Numeric Width: 6 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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 .................................................................................. 2 0. Value of Breakpoint 1 150001. Value of Breakpoint 1224 Blank. INAP (Inapplicable)
TJW004a AMOUNT IN PENSION WHEN LEFT-B - MAX -1 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W004A .................................................................................. 3 99999996. Greater than Maximum Breakpoint 1224 Blank. INAP (Inapplicable)
TJW005a AMOUNT IN PENSION WHEN LEFT-B-RESULT-1 Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W005A .................................................................................. 1 98. DK (Don't Know); NA (Not Ascertained) 1 99. RF (Refused) 1225 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND (NOT ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) TJW044a1 DISPOSITION TO HWP OF PENSION-B -1-1 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W044B[1] We are interested in what [you/Rís FIRST NAMEís [husband/wife/partner]] did with the money. When [he/she] died, did [you/Rís FIRST NAMEís [husband/wife/partner]] withdraw the money, roll it over into an IRA, leave the account unchanged in the old plan, convert it to an annuity, or what? [IWER: DO NOT PROBE, BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW- UP QUESTIONS] .................................................................................. 1. WITHDREW THE MONEY 1 2. ROLLED OVER INTO IRA 1 3. LEFT ACCOUNT UNCHANGED 1 4. CONVERTED TO ANNUITY 5. CONTINUED COLLECTING ALL/PART OF RíS BENEFITS 6. LOST BENEFITS 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1224 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND (NOT ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) TJW044a2 DISPOSITION TO HWP OF PENSION-B -1-2 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W044B[2] We are interested in what [you/Rís FIRST NAMEís [husband/wife/partner]] did with the money. When [he/she] died, did [you/Rís FIRST NAMEís [husband/wife/partner]] withdraw the money, roll it over into an IRA, leave the account unchanged in the old plan, convert it to an annuity, or what? [IWER: DO NOT PROBE, BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW- UP QUESTIONS] .................................................................................. 1. WITHDREW THE MONEY 2. ROLLED OVER INTO IRA 3. LEFT ACCOUNT UNCHANGED 4. CONVERTED TO ANNUITY 5. CONTINUED COLLECTING ALL/PART OF RíS BENEFITS 6. LOST BENEFITS 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE IN W044B)) AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND (W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (W044B.CARDINAL <> 1))) TJW008a AMOUNT LEFT IN OLD ACCOUNT-B--1 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W008A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] How much money did [ you/he/she] leave in that account? .................................................................................. 99999998. DK (Don't Know); NA (Not Ascertained) 99999999. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE IN W044B)) TJW009a AMOUNT IN PENSION NOW-B -1 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].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: .................................................................................. 1 99999998. DK (Don't Know); NA (Not Ascertained) 99999999. RF (Refused) 1226 Blank. INAP (Inapplicable)
TJW010a AMOUNT IN PENSION NOW-B - MIN -1 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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 .................................................................................. 1 0. Value of Breakpoint 1226 Blank. INAP (Inapplicable)
TJW011a AMOUNT IN PENSION NOW-B - MAX -1 Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W011A .................................................................................. 1 9999. Value of Breakpoint 1226 Blank. INAP (Inapplicable)
TJW012a AMOUNT IN PENSION NOW-B - RESULT -1 Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W012A .................................................................................. 98. DK (Don't Know); NA (Not Ascertained) 99. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B)) AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND (W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (W044B.CARDINAL <> 1))) TJW013a AMOUNT CONVERTED TO ANNUITY-B-1 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W013A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] How much did[ you/he/she] convert to an annuity? AMOUNT: .................................................................................. 99999998. DK (Don't Know); NA (Not Ascertained) 99999999. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B)) TJW014a AGE WHEN ANNUITY STARTED-B -1 Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W014A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] How old [ were / was ] [you/[FIRST NAME OF INDIVIDUAL]'s[ you/husband/wife/partner]] when[ you/he/she] started receiving the benefits from that annuity? INTERVIEWER: IF R INDICATES BENEFITS HAVE NOT YET STARTED, ASK AT WHAT AGE THEY WILL BEGIN, AND NOTE THIS IN COMMENT BOX .................................................................................. 1 57. Actual Age 98. DK (Don't Know); NA (Not Ascertained) 99. RF (Refused) 1226 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B)) TJW015a AMOUNT OF ANNUITY-B -1 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].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: .................................................................................. 1 99999998. DK (Don't Know); NA (Not Ascertained) 99999999. RF (Refused) 1226 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B)) AND (((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL)) TJW016a AMOUNT OF ANNUITY PER-B -1 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].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) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B)) TJW049a ANNUITY BENEFITS DURATION-1 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W049A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] Will this payment continue as long as [you/Rís FIRST NAMEís [husband/wife/partner]] [live/lives], is it for a fixed period of time, or what? .................................................................................. 1 2. AS LONG AS SPOUSE/PARTNER LIVES 3. FOR A FIXED TIME PERIOD 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1226 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B)) AND (NOT (W049A = OTHERSPECIFY)) AND (W049A = FORAFIXEDTIME) TJW051a ANNUITY BENEFITS-UNTIL YR-1 Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].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) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B)) AND (NOT (W049A = OTHERSPECIFY)) AND (W049A = FORAFIXEDTIME) AND (W051A = EMPTY) TJW052a ANNUITY BENEFITS-UNTIL AGE-1 Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W052A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] What is that time period? UNTIL YEAR: OR UNTIL AGE: OR YEARS: .................................................................................. 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B)) AND (NOT (W049A = OTHERSPECIFY)) AND (W049A = FORAFIXEDTIME) AND (W051A = EMPTY) AND (W051A = EMPTY AND W052A = EMPTY) TJW053a ANNUITY BENEFITS-YEARS-1 Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W053A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] What is that time period? UNTIL YEAR: OR UNTIL AGE: OR YEARS: .................................................................................. 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND (((ROLLEDOVERINTOIRA IN W006B) OR (ROLLEDOVERINTOIRA IN W044B)) AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND (W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (W044B.CARDINAL <> 1)))) TJW018a AMOUNT OF PENSION ROLLOVER-B--1 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W018A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] How much did the rollover amount to? AMOUNT: .................................................................................. 99999998. DK (Don't Know); NA (Not Ascertained) 99999999. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((WITHDREWTHEMONEY IN W006B) OR (WITHDREWTHEMONEY IN W044B)) AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND (W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (W044B.CARDINAL <> 1))) TJW056a HOW MUCH MONEY WITHDRAWN-1 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W056A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] How much money did [you/[her/his] [ you/husband/wife/partner]] withdraw? .................................................................................. 99999998. DK (Don't Know); NA (Not Ascertained) 99999999. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((WITHDREWTHEMONEY IN W006B) OR (WITHDREWTHEMONEY IN W044B)) TJW057a WHAT DONE WITH MONEY WITHDRAWN-1 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W057A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] What did [ you/he/she] do with the money? .................................................................................. 1. BOUGHT DURABLES 2. SPENT IT 3. SAVED/INVESTED 4. PAID OFF DEBT 5. ROLLED INTO IRA 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) TJW021a1 DISPOSITION OF PENSION-A -1-1 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W021B[1] IF Rís PLAN IS BOTH TYPE A AND TYPE B or R DIDNíT KNOW (G31/J088/JW001_1={3 or 8}): Now, about the part of [his/her] pension where benefits are based on a formula. ASK ALL EXIT Rs: [Do you/Does Rís FIRST NAMEís [husband/wife/partner]] expect to receive benefits from this plan in the future, [are you/is [he/she]] receiving benefits now, did [you/he/she] get a cash settlement when [he/she] died, did [you/he/she] lose [your/his/her] benefits, did [you/he/she] roll over into an IRA, or what? [IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW- UP QUESTIONS] .................................................................................. 1 1. EXPECTS FUTURE BENEFITS 3 2. RECEIVING BENEFITS NOW 2 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) 1221 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) TJW021a2 DISPOSITION OF PENSION-A -1-2 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W021B[2] IF Rís PLAN IS BOTH TYPE A AND TYPE B or R DIDNíT KNOW (G31/J088/JW001_1={3 or 8}): Now, about the part of [his/her] pension where benefits are based on a formula. ASK ALL EXIT Rs: [Do you/Does Rís FIRST NAMEís [husband/wife/partner]] expect to receive benefits from this plan in the future, [are you/is [he/she]] receiving benefits now, did [you/he/she] get a cash settlement when [he/she] died, did [you/he/she] lose [your/his/her] benefits, did [you/he/she] roll over into an IRA, or what? [IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW- UP QUESTIONS] .................................................................................. 1. EXPECTS 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) 1226 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) TJW021a3 DISPOSITION OF PENSION-A -1-3 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W021B[3] IF Rís PLAN IS BOTH TYPE A AND TYPE B or R DIDNíT KNOW (G31/J088/JW001_1={3 or 8}): Now, about the part of [his/her] pension where benefits are based on a formula. ASK ALL EXIT Rs: [Do you/Does Rís FIRST NAMEís [husband/wife/partner]] expect to receive benefits from this plan in the future, [are you/is [he/she]] receiving benefits now, did [you/he/she] get a cash settlement when [he/she] died, did [you/he/she] lose [your/his/her] benefits, did [you/he/she] roll over into an IRA, or what? [IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW- UP QUESTIONS] .................................................................................. 1. EXPECTS FUTURE BENEFITS 2. RECEIVING BENEFITS NOW 3. RECEIVED CASH SETTLEMENT 4. ROLLED OVER INTO IRA 6. LOST BENEFITS 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVINGBENEFITSNOW IN W021B) TJW023a MONTH START RECEIVING BENEFITS-A -1 Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W023A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] In what month and year did [you/[FIRST NAME OF INDIVIDUAL]'s [ you/husband/wife/partner]] start to receive these benefits? MONTH: YEAR: .................................................................................. 1. JAN 2. FEB 2 3. MAR 4. APR 1 5. MAY 6. JUN 7. JUL 8. AUG 9. SEP 10. OCT 11. NOV 12. DEC 98. DK (Don't Know); NA (Not Ascertained) 99. RF (Refused) 1224 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVINGBENEFITSNOW IN W021B) TJW024a YEAR START RECEIVING BENEFITS-A -1 Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W024A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] (In what month and year did [ you/he/she] start to receive these benefits?) MONTH: [MONTH START RECEIVING BENEFITS-A] YEAR: .................................................................................. 3 2003-2004. Actual Value 9998. DK (Don't Know); NA (Not Ascertained) 9999. RF (Refused) 1224 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVINGBENEFITSNOW IN W021B) TJW025a AMOUNT OF BENEFITS -1 Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].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: .................................................................................. 1 600. Actual Value 2 998. DK (Don't Know); NA (Not Ascertained) 999. RF (Refused) 1224 Blank. INAP (Innapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVINGBENEFITSNOW IN W021B) AND (((W025A <> 0) AND (W025A <> DONTKNOW)) AND (W025A <> REFUSAL)) TJW026a AMOUNT OF BENEFITS PER -1 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].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: .................................................................................. 1 4. MONTH 6. YEAR 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1226 Blank. INAP (Inapplicable)
TJ116a AMOUNT OF PENSION BENEFITS - MIN -1 Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.J116_ J116_-J118_ Unfolding Sequence Question text: Did they amount to less than $______per month, more than $______per month, or what? PROCEDURE: UnFM_2Up1down BREAKPOINTS: 200, 400, 1200, 1600 ENTRY POINT: 400 .................................................................................. 1 401. Value of Breakpoint 1 1601. Value of Breakpoint 1225 Blank. INAP (Inapplicable)
TJ117a AMOUNT OF PENSION BENEFITS - MAX -1 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.J117_ .................................................................................. 1 1199. Value of Breakpoint 1 99999996. Greater than Maximum Breakpoint 1225 Blank. INAP (Inapplicable)
TJ118a AMOUNT OF PENSION BENEFITS - RESULT -1 Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.J118_ .................................................................................. 98. DK (Don't Know); NA (Not Ascertained) 99. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVINGBENEFITSNOW IN W021B) TJW028a ADJUSTED FOR COST OF LIVING -1 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W028A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] Are the benefits adjusted for changes in the cost of living? .................................................................................. 1 1. YES 1 5. NO 1 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1224 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVINGBENEFITSNOW IN W021B) AND (NOT ((W028A <> YES) AND (piWhichSection <> 1))) AND (W028A = YES) TJW059a BENEFITS ADJUSTED AUTOMATICALLY -1 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W059A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] Are the benefits adjusted automatically? .................................................................................. 1 1. YES 5. NO 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1226 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVEDCASHSETTLEMENT IN W021B) TJW030a AMOUNT OF CASH SETTLEMENT -1 Section: J Level: Respondent Type: Numeric Width: 6 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].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: .................................................................................. 2 15000-130000. Actual Value 1 999998. DK (Don't Know); NA (Not Ascertained) 999999. RF (Refused) 1224 Blank. INAP (Inapplicable)
TJ123a AMOUNT OF CASH SETTLEMENT - MIN -1 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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 .................................................................................. 1 0. Value of Breakpoint 1226 Blank. INAP (Inapplicable)
TJ124a AMOUNT OF CASH SETTLEMENT - MAX -1 Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.J124_ .................................................................................. 1 1999. Value of Breakpoint 1226 Blank. INAP (Inapplicable)
TJ125a AMOUNT OF CASH SETTLEMENT - RESULT -1 Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.J125_ .................................................................................. 98. DK (Don't Know); NA (Not Ascertained) 99. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVEDCASHSETTLEMENT IN W021B) TJW031a1 WHAT R DID W/ CASH -1-1 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W031B[1] What did [you/he/she] do with the money? .................................................................................. 1. BOUGHT DURABLES 1 2. SPENT IT 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) 1224 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVEDCASHSETTLEMENT IN W021B) TJW031a2 WHAT R DID W/ CASH -1-2 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W031B[2] What did [you/he/she] do with the money? .................................................................................. 1. BOUGHT DURABLES 2. SPENT IT 3. SAVED/INVESTED 4. PAID OFF DEBT 5. ROLLED INTO IRA 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (ROLLEDOVERINTOIRA IN W021B) TJW033a AMOUNT OF ROLLOVER -1 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W033A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] IRA ROLLOVER How much did the rollover amount to? AMOUNT: .................................................................................. 99999998. DK (Don't Know); NA (Not Ascertained) 99999999. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (EXPECTFUTUREBENEFITS IN W021B) AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN))) TJW035a AGE EXPECT TO REC BENEFITS -1 Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W035A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] At what age [do / does ] [you/[FIRST NAME OF INDIVIDUAL]'s [ you/husband/wife/partner]] expect to start receiving (the rest of [her/his]) benefits from this plan? 40-94 AGE 96 ALREADY RECEIVING ALL BENEFITS .................................................................................. 1 63. Actual Value 96. ALREADY RECEIVING ALL BENEFITS 98. DK (Don't Know); NA (Not Ascertained) 99. RF (Refused) 1226 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (EXPECTFUTUREBENEFITS IN W021B) AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN))) AND (W035A <> NONRESPONSE) AND (W035A <> 96) TJW036a FORM OF EXPECTED BENEFITS -1 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W036A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] About how much [do / does ] [ you/he/she] expect these benefits to be, either as an amount per month or year or a lump sum amount? .................................................................................. 1 2. AMOUNT PER MONTH/YEAR 3. LUMP SUM 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1226 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (EXPECTFUTUREBENEFITS IN W021B) AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN))) AND (W035A <> NONRESPONSE) AND (W035A <> 96) AND (NOT (W036A = PERCENTOFPAY)) AND (W036A = AMOUNTPERMONTHYEAR) TJW038a AMOUNT OF EXPECTED BENEFITS -1 Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W038A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] INTERVIEWER: PROBE IF NECESSARY: How much [do / does ] [ you/he/she] expect to receive? DO NOT PROBE DK/RF AMOUNT: PER: .................................................................................. 1 1100. Actual Value 9998. DK (Don't Know); NA (Not Ascertained) 9999. RF (Refused) 1226 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (EXPECTFUTUREBENEFITS IN W021B) AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN))) AND (W035A <> NONRESPONSE) AND (W035A <> 96) AND (NOT (W036A = PERCENTOFPAY)) AND (W036A = AMOUNTPERMONTHYEAR) AND (((W038A <> 0) AND (W038A <> DONTKNOW)) AND (W038A <> REFUSAL)) TJW039a EXPECTED BENEFITS PER -1 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].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: .................................................................................. 1 4. MONTH 6. YEAR 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1226 Blank. INAP (Inapplicable)
TJ133a AMOUNT OF EXPECTED BENEFITS - MIN -1 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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 .................................................................................. 1227 Blank. INAP (Inapplicable)
TJ134a AMOUNT OF EXPECTED BENEFITS - MAX -1 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.J134_ .................................................................................. 1227 Blank. INAP (Inapplicable)
TJ135a AMOUNT OF EXPECTED BENEFITS - RESULT -1 Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.J135_ .................................................................................. 98. DK (Don't Know); NA (Not Ascertained) 99. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (EXPECTFUTUREBENEFITS IN W021B) AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN))) AND (W035A <> NONRESPONSE) AND (W035A <> 96) AND (NOT (W036A = PERCENTOFPAY)) AND (NOT (W036A = AMOUNTPERMONTHYEAR)) AND (W036A = LUMPSUM) TJW041a EXPECTED BENEFITS-LUMP SUM -1 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].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) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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) TJW001b TYPE OF PENSION PLAN -2 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].W001A IF THIS IS THE FIRST PLAN and R HAS MORE THAN ONE PLAN (G30a/J085 =2 or (G30b)/J086=3)}: Now I have some questions about the most important of these plans. I would like to know what type of plan this was. IF THIS IS THE SECOND, THIRD OR FOURTH PLAN FOR (G30a/J085 =2) or THE SECOND PLAN FOR ((G30b)/J086=3): Now I have some questions about the next most important of these plans. I would like to know what type of plan this was. IF R HAS ONLY ONE PLAN ({G30a/J085 or (G30b)/J086}=1): I would like to know what type of plan this was. ALL EXIT Rs: In some retirement plans, call them Type A, benefits are usually based on a formula involving age, years of service and salary. In other plans, call them Type B, money is accumulated in an account for [him/her]. NOTE: IF R HAS ALREADY BEEN THROUGH THE LOOP ONCE, THE EXPLANATION, ABOVE, APPEARS IN PARENTHESES AND IS READ AT THE IWERís DISCRETION. Was [his/her] plan Type A or Type B? DEF: 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 ĎDEFINED CONTRIBUTIONí. .................................................................................. 1 1. TYPE A 2 2. TYPE B 3. BOTH TYPES 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1224 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) TJW043b HWP BENEFICIARY OF PENSION-B -2 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].W043A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] Did [you/[/her/his][ you/husband/wife/partner]] or will [you/[/her/his][ you/husband/wife/partner]] receive any benefits from this plan? .................................................................................. 1 1. YES 2 5. NO 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1224 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) TJW002b AMOUNT IN PENSION WHEN LEFT-B -2 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W002A IF R HAS BOTH TYPES OF PLAN (G31/JW001_1=3): For the part of [his/her] pension where money was accumulated in an account, how much money was in [his/her] account when [he/she] died? OTHERWISE: How much money was in [his/her] account when [he/she] died? .................................................................................. 99999998. DK (Don't Know); NA (Not Ascertained) 1 99999999. RF (Refused) 1226 Blank. INAP (Inapplicable)
TJW003b AMOUNT IN PENSION WHEN LEFT-B - MIN -2 Section: J Level: Respondent Type: Numeric Width: 6 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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 .................................................................................. 1 0. Value of Breakpoint 1226 Blank. INAP (Inapplicable)
TJW004b AMOUNT IN PENSION WHEN LEFT-B - MAX -2 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W004A .................................................................................. 1 99999996. Greater than Maximum Breakpoint 1226 Blank. INAP (Inapplicable)
TJW005b AMOUNT IN PENSION WHEN LEFT-B-RESULT -2 Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W005A .................................................................................. 98. DK (Don't Know); NA (Not Ascertained) 1 99. RF (Refused) 1226 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND (NOT ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) TJW044b1 DISPOSITION TO HWP OF PENSION-B -2-1 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W044B[1] We are interested in what [you/Rís FIRST NAMEís [husband/wife/partner]] did with the money. When [he/she] died, did [you/Rís FIRST NAMEís [husband/wife/partner]] withdraw the money, roll it over into an IRA, leave the account unchanged in the old plan, convert it to an annuity, or what? [IWER: DO NOT PROBE, BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW- UP QUESTIONS] .................................................................................. 1. WITHDREW THE MONEY 1 2. ROLLED OVER INTO IRA 3. LEFT ACCOUNT UNCHANGED 4. CONVERTED TO ANNUITY 5. CONTINUED COLLECTING ALL/PART OF RíS BENEFITS 6. LOST BENEFITS 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1226 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND (NOT ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) TJW044b2 DISPOSITION TO HWP OF PENSION-B -2-2 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W044B[2] We are interested in what [you/Rís FIRST NAMEís [husband/wife/partner]] did with the money. When [he/she] died, did [you/Rís FIRST NAMEís [husband/wife/partner]] withdraw the money, roll it over into an IRA, leave the account unchanged in the old plan, convert it to an annuity, or what? [IWER: DO NOT PROBE, BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW- UP QUESTIONS] .................................................................................. 1. WITHDREW THE MONEY 2. ROLLED OVER INTO IRA 3. LEFT ACCOUNT UNCHANGED 4. CONVERTED TO ANNUITY 5. CONTINUED COLLECTING ALL/PART OF RíS BENEFITS 6. LOST BENEFITS 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE IN W044B)) AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND (W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (W044B.CARDINAL <> 1))) TJW008b AMOUNT LEFT IN OLD ACCOUNT-B--2 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W008A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] How much money did [ you/he/she] leave in that account? .................................................................................. 99999998. DK (Don't Know); NA (Not Ascertained) 99999999. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE IN W044B)) TJW009b AMOUNT IN PENSION NOW-B -2 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].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: .................................................................................. 99999998. DK (Don't Know); NA (Not Ascertained) 99999999. RF (Refused) 1227 Blank. INAP (Inapplicable)
TJW010b AMOUNT IN PENSION NOW-B - MIN -2 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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 .................................................................................. 1227 Blank. INAP (Inapplicable)
TJW011b AMOUNT IN PENSION NOW-B - MAX -2 Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W011A .................................................................................. 1227 Blank. INAP (Inapplicable)
TJW012b AMOUNT IN PENSION NOW-B - RESULT -2 Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W012A .................................................................................. 98. DK (Don't Know); NA (Not Ascertained) 99. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B)) AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND (W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (W044B.CARDINAL <> 1))) TJW013b AMOUNT CONVERTED TO ANNUITY-B-2 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W013A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] How much did [ you/he/she] convert to an annuity? AMOUNT: .................................................................................. 99999998. DK (Don't Know); NA (Not Ascertained) 99999999. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B)) TJW014b AGE WHEN ANNUITY STARTED-B -2 Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W014A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] How old [ were / was ] [you/[FIRST NAME OF INDIVIDUAL]'s[ you/husband/wife/partner]] when[ you/he/she] started receiving the benefits from that annuity? INTERVIEWER: IF R INDICATES BENEFITS HAVE NOT YET STARTED, ASK AT WHAT AGE THEY WILL BEGIN, AND NOTE THIS IN COMMENT BOX .................................................................................. 98. DK (Don't Know); NA (Not Ascertained) 99. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B)) TJW015b AMOUNT OF ANNUITY-B -2 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].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: .................................................................................. 99999998. DK (Don't Know); NA (Not Ascertained) 99999999. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B)) AND (((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL)) TJW016b AMOUNT OF ANNUITY PER-B -2 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].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) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B)) TJW049b ANNUITY BENEFITS DURATION-2 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W049A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] Will this payment continue as long as [you/Rís FIRST NAMEís [husband/wife/partner]] [live/lives], is it for a fixed period of time, or what? .................................................................................. 2. AS LONG AS SPOUSE/PARTNER LIVES 3. FOR A FIXED TIME PERIOD 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B)) AND (NOT (W049A = OTHERSPECIFY)) AND (W049A = FORAFIXEDTIME) TJW051b ANNUITY BENEFITS-UNTIL YR-2 Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B)) AND (NOT (W049A = OTHERSPECIFY)) AND (W049A = FORAFIXEDTIME) AND (W051A = EMPTY) TJW052b ANNUITY BENEFITS-UNTIL AGE-2 Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W052A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] What is that time period? UNTIL YEAR: OR UNTIL AGE: OR YEARS: .................................................................................. 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B)) AND (NOT (W049A = OTHERSPECIFY)) AND (W049A = FORAFIXEDTIME) AND (W051A = EMPTY) AND (W051A = EMPTY AND W052A = EMPTY) TJW053b ANNUITY BENEFITS-YEARS-2 Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W053A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] What is that time period? UNTIL YEAR: OR UNTIL AGE: OR YEARS: .................................................................................. 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND (((ROLLEDOVERINTOIRA IN W006B) OR (ROLLEDOVERINTOIRA IN W044B)) AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND (W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (W044B.CARDINAL <> 1)))) TJW018b AMOUNT OF PENSION ROLLOVER-B--2 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W018A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] How much did the rollover amount to? AMOUNT: .................................................................................. 99999998. DK (Don't Know); NA (Not Ascertained) 99999999. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((WITHDREWTHEMONEY IN W006B) OR (WITHDREWTHEMONEY IN W044B)) AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND (W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (W044B.CARDINAL <> 1))) TJW056b HOW MUCH MONEY WITHDRAWN-2 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W056A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] How much money did [you/[/her/his][ you/husband/wife/partner]] withdraw? .................................................................................. 99999998. DK (Don't Know); NA (Not Ascertained) 99999999. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((WITHDREWTHEMONEY IN W006B) OR (WITHDREWTHEMONEY IN W044B)) TJW057b WHAT DONE WITH MONEY WITHDRAWN-2 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W057A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] What did [ you/he/she] do with the money? .................................................................................. 1. BOUGHT DURABLES 2. SPENT IT 3. SAVED/INVESTED 4. PAID OFF DEBT 5. ROLLED INTO IRA 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) TJW021b1 DISPOSITION OF PENSION-A -2-1 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W021B[1] IF Rís PLAN IS BOTH TYPE A AND TYPE B or R DIDNíT KNOW (G31/J088/JW001_1={3 or 8}): Now, about the part of [his/her] pension where benefits are based on a formula. ASK ALL EXIT Rs: [Do you/Does Rís FIRST NAMEís [husband/wife/partner]] expect to receive benefits from this plan in the future, [are you/is [he/she]] receiving benefits now, did [you/he/she] get a cash settlement when [he/she] died, did [you/he/she] lose [your/his/her] benefits, did [you/he/she] roll over into an IRA, or what? [IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW- UP QUESTIONS] .................................................................................. 1. EXPECTS FUTURE BENEFITS 2. RECEIVING BENEFITS NOW 3. RECEIVED CASH SETTLEMENT 4. ROLLED OVER INTO IRA 6. LOST BENEFITS 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) TJW021b2 DISPOSITION OF PENSION-A -2-2 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W021B[2] IF Rís PLAN IS BOTH TYPE A AND TYPE B or R DIDNíT KNOW (G31/J088/JW001_1={3 or 8}): Now, about the part of [his/her] pension where benefits are based on a formula. ASK ALL EXIT Rs: [Do you/Does Rís FIRST NAMEís [husband/wife/partner]] expect to receive benefits from this plan in the future, [are you/is [he/she]] receiving benefits now, did [you/he/she] get a cash settlement when [he/she] died, did [you/he/she] lose [your/his/her] benefits, did [you/he/she] roll over into an IRA, or what? [IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW- UP QUESTIONS] .................................................................................. 1. EXPECTS FUTURE BENEFITS 2. RECEIVING BENEFITS NOW 3. RECEIVED CASH SETTLEMENT 4. ROLLED OVER INTO IRA 6. LOST BENEFITS 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) TJW021b3 DISPOSITION OF PENSION-A -2-3 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W021B[3] IF Rís PLAN IS BOTH TYPE A AND TYPE B or R DIDNíT KNOW (G31/J088/JW001_1={3 or 8}): Now, about the part of [his/her] pension where benefits are based on a formula. ASK ALL EXIT Rs: [Do you/Does Rís FIRST NAMEís [husband/wife/partner]] expect to receive benefits from this plan in the future, [are you/is [he/she]] receiving benefits now, did [you/he/she] get a cash settlement when [he/she] died, did [you/he/she] lose [your/his/her] benefits, did [you/he/she] roll over into an IRA, or what? [IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW- UP QUESTIONS] .................................................................................. 1. EXPECTS FUTURE BENEFITS 2. RECEIVING BENEFITS NOW 3. RECEIVED CASH SETTLEMENT 4. ROLLED OVER INTO IRA 6. LOST BENEFITS 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVINGBENEFITSNOW IN W021B) TJW023b MONTH START RECEIVING BENEFITS-A -2 Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W023A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] In what month and year did [you/[FIRST NAME OF INDIVIDUAL]'s[ you/husband/wife/partner]] 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) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVINGBENEFITSNOW IN W021B) TJW024b YEAR START RECEIVING BENEFITS-A -2 Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W024A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] (In what month and year did [ you/he/she] start to receive these benefits?) MONTH: [MONTH START RECEIVING BENEFITS-A] YEAR: .................................................................................. 9998. DK (Don't Know); NA (Not Ascertained) 9999. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVINGBENEFITSNOW IN W021B) TJW025b AMOUNT OF BENEFITS -2 Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].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: .................................................................................. 998. DK (Don't Know); NA (Not Ascertained) 999. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVINGBENEFITSNOW IN W021B) AND (((W025A <> 0) AND (W025A <> DONTKNOW)) AND (W025A <> REFUSAL)) TJW026b AMOUNT OF BENEFITS PER -2 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W026A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] (How much are the benefits per month or year?) INTERVIEWER: PROBE IF NECESSARY: Is that per month or year? AMOUNT: [AMOUNT OF BENEFITS] PER: .................................................................................. 4. MONTH 6. YEAR 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
TJ116b AMOUNT OF PENSION BENEFITS - MIN -2 Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.J116_ J116_-J118_ Unfolding Sequence Question text: Did they amount to less than $______per month, more than $______per month, or what? PROCEDURE: UnFM_2Up1down BREAKPOINTS: 200, 400, 1200, 1600 ENTRY POINT: 400 .................................................................................. 1227 Blank. INAP (Inapplicable)
TJ117b AMOUNT OF PENSION BENEFITS - MAX -2 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.J117_ .................................................................................. 1227 Blank. INAP (Inapplicable)
TJ118b AMOUNT OF PENSION BENEFITS - RESULT -2 Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.J118_ .................................................................................. 98. DK (Don't Know); NA (Not Ascertained) 99. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVINGBENEFITSNOW IN W021B) TJW028b ADJUSTED FOR COST OF LIVING -2 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W028A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] Are the benefits adjusted for changes in the cost of living? .................................................................................. 1. YES 5. NO 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVINGBENEFITSNOW IN W021B) AND (NOT ((W028A <> YES) AND (piWhichSection <> 1))) AND (W028A = YES) TJW059b BENEFITS ADJUSTED AUTOMATICALLY -2 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVEDCASHSETTLEMENT IN W021B) TJW030b AMOUNT OF CASH SETTLEMENT -2 Section: J Level: Respondent Type: Numeric Width: 6 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W030A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] How much did the cash settlement amount to? INTERVIEWER: DO NOT PROBE DK/RF AMOUNT: .................................................................................. 999998. DK (Don't Know); NA (Not Ascertained) 999999. RF (Refused) 1227 Blank. INAP (Inapplicable)
TJ123b AMOUNT OF CASH SETTLEMENT - MIN -2 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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 .................................................................................. 1227 Blank. INAP (Inapplicable)
TJ124b AMOUNT OF CASH SETTLEMENT - MAX -2 Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.J124_ .................................................................................. 1227 Blank. INAP (Inapplicable)
TJ125b AMOUNT OF CASH SETTLEMENT - RESULT -2 Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.J125_ .................................................................................. 98. DK (Don't Know); NA (Not Ascertained) 99. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVEDCASHSETTLEMENT IN W021B) TJW031b1 WHAT R DID W/ CASH -2-1 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W031B[1] What did [you/he/she] do with the money? .................................................................................. 1. BOUGHT DURABLES 2. SPENT IT 3. SAVED/INVESTED 4. PAID OFF DEBT 5. ROLLED INTO IRA 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVEDCASHSETTLEMENT IN W021B) TJW031b2 WHAT R DID W/ CASH -2-2 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W031B[2] What did [you/he/she] do with the money? .................................................................................. 1. BOUGHT DURABLES 2. SPENT IT 3. SAVED/INVESTED 4. PAID OFF DEBT 5. ROLLED INTO IRA 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (ROLLEDOVERINTOIRA IN W021B) TJW033b AMOUNT OF ROLLOVER -2 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W033A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] IRA ROLLOVER How much did the rollover amount to? AMOUNT: .................................................................................. 99999998. DK (Don't Know); NA (Not Ascertained) 99999999. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (EXPECTFUTUREBENEFITS IN W021B) AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN))) TJW035b AGE EXPECT TO REC BENEFITS -2 Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W035A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] At what age [do / does ] [you/[FIRST NAME OF INDIVIDUAL]'s [ you/husband/wife/partner]] expect to start receiving (the rest of [her/his]) benefits from this plan? 40-94 AGE 96 ALREADY RECEIVING ALL BENEFITS .................................................................................. 96. ALREADY RECEIVING ALL BENEFITS 98. DK (Don't Know); NA (Not Ascertained) 99. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (EXPECTFUTUREBENEFITS IN W021B) AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN))) AND (W035A <> NONRESPONSE) AND (W035A <> 96) TJW036b FORM OF EXPECTED BENEFITS -2 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W036A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] About how much [do / does ][ you/he/she] expect these benefits to be, either as an amount per month or year or a lump sum amount? .................................................................................. 2. AMOUNT PER MONTH/YEAR 3. LUMP SUM 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (EXPECTFUTUREBENEFITS IN W021B) AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN))) AND (W035A <> NONRESPONSE) AND (W035A <> 96) AND (NOT (W036A = PERCENTOFPAY)) AND (W036A = AMOUNTPERMONTHYEAR) TJW038b AMOUNT OF EXPECTED BENEFITS -2 Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W038A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] INTERVIEWER: PROBE IF NECESSARY: How much [do / does ][ you/he/she] expect to receive? DO NOT PROBE DK/RF AMOUNT: PER: .................................................................................. 9998. DK (Don't Know); NA (Not Ascertained) 9999. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (EXPECTFUTUREBENEFITS IN W021B) AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN))) AND (W035A <> NONRESPONSE) AND (W035A <> 96) AND (NOT (W036A = PERCENTOFPAY)) AND (W036A = AMOUNTPERMONTHYEAR) AND (((W038A <> 0) AND (W038A <> DONTKNOW)) AND (W038A <> REFUSAL)) TJW039b EXPECTED BENEFITS PER -2 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W039A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] INTERVIEWER: PROBE IF NECESSARY: Is that per month or year? AMOUNT: [AMOUNT OF EXPECTED BENEFITS] PER: .................................................................................. 4. MONTH 6. YEAR 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
TJ133b AMOUNT OF EXPECTED BENEFITS - MIN -2 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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 .................................................................................. 1227 Blank. INAP (Inapplicable)
TJ134b AMOUNT OF EXPECTED BENEFITS - MAX -2 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.J134_ .................................................................................. 1227 Blank. INAP (Inapplicable)
TJ135b AMOUNT OF EXPECTED BENEFITS - RESULT -2 Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.J135_ .................................................................................. 98. DK (Don't Know); NA (Not Ascertained) 99. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (EXPECTFUTUREBENEFITS IN W021B) AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN))) AND (W035A <> NONRESPONSE) AND (W035A <> 96) AND (NOT (W036A = PERCENTOFPAY)) AND (NOT (W036A = AMOUNTPERMONTHYEAR)) AND (W036A = LUMPSUM) TJW041b EXPECTED BENEFITS-LUMP SUM -2 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].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) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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) TJW001c TYPE OF PENSION PLAN -3 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].W001A IF THIS IS THE FIRST PLAN and R HAS MORE THAN ONE PLAN (G30a/J085 =2 or (G30b)/J086=3)}: Now I have some questions about the most important of these plans. I would like to know what type of plan this was. IF THIS IS THE SECOND, THIRD OR FOURTH PLAN FOR (G30a/J085 =2) or THE SECOND PLAN FOR ((G30b)/J086=3): Now I have some questions about the next most important of these plans. I would like to know what type of plan this was. IF R HAS ONLY ONE PLAN ({G30a/J085 or (G30b)/J086}=1): I would like to know what type of plan this was. ALL EXIT Rs: In some retirement plans, call them Type A, benefits are usually based on a formula involving age, years of service and salary. In other plans, call them Type B, money is accumulated in an account for [him/her]. NOTE: IF R HAS ALREADY BEEN THROUGH THE LOOP ONCE, THE EXPLANATION, ABOVE, APPEARS IN PARENTHESES AND IS READ AT THE IWERís DISCRETION. Was [his/her] plan Type A or Type B? DEF: 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 ĎDEFINED CONTRIBUTIONí. .................................................................................. 1. TYPE A 2. TYPE B 3. BOTH TYPES 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) TJW043c HWP BENEFICIARY OF PENSION-B -3 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].W043A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] Did [you/[/her/his][ you/husband/wife/partner]] or will [you/[/her/his][ you/husband/wife/partner]] receive any benefits from this plan? .................................................................................. 1. YES 5. NO 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) TJW002c AMOUNT IN PENSION WHEN LEFT-B -3 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W002A IF R HAS BOTH TYPES OF PLAN (G31/JW001_1=3): For the part of [his/her] pension where money was accumulated in an account, how much money was in [his/her] account when [he/she] died? OTHERWISE: How much money was in [his/her] account when [he/she] died? .................................................................................. 99999998. DK (Don't Know); NA (Not Ascertained) 99999999. RF (Refused) 1227 Blank. INAP (Inapplicable)
TJW003c AMOUNT IN PENSION WHEN LEFT-B - MIN -3 Section: J Level: Respondent Type: Numeric Width: 6 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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 .................................................................................. 1227 Blank. INAP (Inapplicable)
TJW004c AMOUNT IN PENSION WHEN LEFT-B - MAX -3 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W004A .................................................................................. 1227 Blank. INAP (Inapplicable)
TJW005c AMOUNT IN PENSION WHEN LEFT-B-RESULT -3 Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W005A .................................................................................. 98. DK (Don't Know); NA (Not Ascertained) 99. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND (NOT ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) TJW044c1 DISPOSITION TO HWP OF PENSION-B -3-1 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W044B[1] We are interested in what [you/Rís FIRST NAMEís [husband/wife/partner]] did with the money. When [he/she] died, did [you/Rís FIRST NAMEís [husband/wife/partner]] withdraw the money, roll it over into an IRA, leave the account unchanged in the old plan, convert it to an annuity, or what? [IWER: DO NOT PROBE, BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW- UP QUESTIONS] .................................................................................. 1. WITHDREW THE MONEY 2. ROLLED OVER INTO IRA 3. LEFT ACCOUNT UNCHANGED 4. CONVERTED TO ANNUITY 5. CONTINUED COLLECTING ALL/PART OF RíS BENEFITS 6. LOST BENEFITS 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND (NOT ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))) TJW044c2 DISPOSITION TO HWP OF PENSION-B -3-2 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W044B[2] We are interested in what [you/Rís FIRST NAMEís [husband/wife/partner]] did with the money. When [he/she] died, did [you/Rís FIRST NAMEís [husband/wife/partner]] withdraw the money, roll it over into an IRA, leave the account unchanged in the old plan, convert it to an annuity, or what? [IWER: DO NOT PROBE, BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW- UP QUESTIONS] .................................................................................. 1. WITHDREW THE MONEY 2. ROLLED OVER INTO IRA 3. LEFT ACCOUNT UNCHANGED 4. CONVERTED TO ANNUITY 5. CONTINUED COLLECTING ALL/PART OF RíS BENEFITS 6. LOST BENEFITS 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE IN W044B)) AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND (W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (W044B.CARDINAL <> 1))) TJW008c AMOUNT LEFT IN OLD ACCOUNT-B--3 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W008A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] How much money did [ you/he/she] leave in that account? .................................................................................. 99999998. DK (Don't Know); NA (Not Ascertained) 99999999. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE IN W044B)) TJW009c AMOUNT IN PENSION NOW-B -3 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].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: .................................................................................. 99999998. DK (Don't Know); NA (Not Ascertained) 99999999. RF (Refused) 1227 Blank. INAP (Inapplicable)
TJW010c AMOUNT IN PENSION NOW-B - MIN -3 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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 .................................................................................. 1227 Blank. INAP (Inapplicable)
TJW011c AMOUNT IN PENSION NOW-B - MAX -3 Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W011A .................................................................................. 1227 Blank. INAP (Inapplicable)
TJW012c AMOUNT IN PENSION NOW-B - RESULT -3 Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W012A .................................................................................. 98. DK (Don't Know); NA (Not Ascertained) 99. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B)) AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND (W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (W044B.CARDINAL <> 1))) TJW013c AMOUNT CONVERTED TO ANNUITY-B-3 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W013A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] How much did[ you/he/she] convert to an annuity? AMOUNT: .................................................................................. 99999998. DK (Don't Know); NA (Not Ascertained) 99999999. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B)) TJW014c AGE WHEN ANNUITY STARTED-B -3 Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W014A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] How old [ were / was ] [you/[FIRST NAME OF INDIVIDUAL]'s [ you/husband/wife/partner]] when [ you/he/she] started receiving the benefits from that annuity? INTERVIEWER: IF R INDICATES BENEFITS HAVE NOT YET STARTED, ASK AT WHAT AGE THEY WILL BEGIN, AND NOTE THIS IN COMMENT BOX .................................................................................. 98. DK (Don't Know); NA (Not Ascertained) 99. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B)) TJW015c AMOUNT OF ANNUITY-B -3 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].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: .................................................................................. 99999998. DK (Don't Know); NA (Not Ascertained) 99999999. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B)) AND (((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL)) TJW016c AMOUNT OF ANNUITY PER-B -3 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].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) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B)) TJW049c ANNUITY BENEFITS DURATION-3 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W049A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] Will this payment continue as long as [you/Rís FIRST NAMEís [husband/wife/partner]] [live/lives], is it for a fixed period of time, or what? .................................................................................. 2. AS LONG AS SPOUSE/PARTNER LIVES 3. FOR A FIXED TIME PERIOD 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B)) AND (NOT (W049A = OTHERSPECIFY)) AND (W049A = FORAFIXEDTIME) TJW051c ANNUITY BENEFITS-UNTIL YR-3 Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B)) AND (NOT (W049A = OTHERSPECIFY)) AND (W049A = FORAFIXEDTIME) AND (W051A = EMPTY) TJW052c ANNUITY BENEFITS-UNTIL AGE-3 Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W052A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] What is that time period? UNTIL YEAR: OR UNTIL AGE: OR YEARS: .................................................................................. 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B)) AND (NOT (W049A = OTHERSPECIFY)) AND (W049A = FORAFIXEDTIME) AND (W051A = EMPTY) AND (W051A = EMPTY AND W052A = EMPTY) TJW053c ANNUITY BENEFITS-YEARS-3 Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W053A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] What is that time period? UNTIL YEAR: OR UNTIL AGE: OR YEARS: .................................................................................. 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND (((ROLLEDOVERINTOIRA IN W006B) OR (ROLLEDOVERINTOIRA IN W044B)) AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND (W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (W044B.CARDINAL <> 1)))) TJW018c AMOUNT OF PENSION ROLLOVER-B--3 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W018A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] How much did the rollover amount to? AMOUNT: .................................................................................. 99999998. DK (Don't Know); NA (Not Ascertained) 99999999. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((WITHDREWTHEMONEY IN W006B) OR (WITHDREWTHEMONEY IN W044B)) AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND (W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND (W044B.CARDINAL <> 1))) TJW056c HOW MUCH MONEY WITHDRAWN-3 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W056A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] How much money did [you/[her/his] [ you/husband/wife/partner]] withdraw? .................................................................................. 99999998. DK (Don't Know); NA (Not Ascertained) 99999999. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW)) AND ((WITHDREWTHEMONEY IN W006B) OR (WITHDREWTHEMONEY IN W044B)) TJW057c WHAT DONE WITH MONEY WITHDRAWN-3 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W057A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] What did[ you/he/she] do with the money? .................................................................................. 1. BOUGHT DURABLES 2. SPENT IT 3. SAVED/INVESTED 4. PAID OFF DEBT 5. ROLLED INTO IRA 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) TJW021c1 DISPOSITION OF PENSION-A -3-1 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W021B[1] IF Rís PLAN IS BOTH TYPE A AND TYPE B or R DIDNíT KNOW (G31/J088/JW001_1={3 or 8}): Now, about the part of [his/her] pension where benefits are based on a formula. ASK ALL EXIT Rs: [Do you/Does Rís FIRST NAMEís [husband/wife/partner]] expect to receive benefits from this plan in the future, [are you/is [he/she]] receiving benefits now, did [you/he/she] get a cash settlement when [he/she] died, did [you/he/she] lose [your/his/her] benefits, did [you/he/she] roll over into an IRA, or what? [IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW- UP QUESTIONS] .................................................................................. 1. EXPECTS FUTURE BENEFITS 2. RECEIVING BENEFITS NOW 3. RECEIVED CASH SETTLEMENT 4. ROLLED OVER INTO IRA 6. LOST BENEFITS 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) TJW021c2 DISPOSITION OF PENSION-A -3-2 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W021B[2] IF Rís PLAN IS BOTH TYPE A AND TYPE B or R DIDNíT KNOW (G31/J088/JW001_1={3 or 8}): Now, about the part of [his/her] pension where benefits are based on a formula. ASK ALL EXIT Rs: [Do you/Does Rís FIRST NAMEís [husband/wife/partner]] expect to receive benefits from this plan in the future, [are you/is [he/she]] receiving benefits now, did [you/he/she] get a cash settlement when [he/she] died, did [you/he/she] lose [your/his/her] benefits, did [you/he/she] roll over into an IRA, or what? [IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW- UP QUESTIONS] .................................................................................. 1. EXPECTS FUTURE BENEFITS 2. RECEIVING BENEFITS NOW 3. RECEIVED CASH SETTLEMENT 4. ROLLED OVER INTO IRA 6. LOST BENEFITS 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) TJW021c3 DISPOSITION OF PENSION-A -3-3 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W021B[3] IF Rís PLAN IS BOTH TYPE A AND TYPE B or R DIDNíT KNOW (G31/J088/JW001_1={3 or 8}): Now, about the part of [his/her] pension where benefits are based on a formula. ASK ALL EXIT Rs: [Do you/Does Rís FIRST NAMEís [husband/wife/partner]] expect to receive benefits from this plan in the future, [are you/is [he/she]] receiving benefits now, did [you/he/she] get a cash settlement when [he/she] died, did [you/he/she] lose [your/his/her] benefits, did [you/he/she] roll over into an IRA, or what? [IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW- UP QUESTIONS] .................................................................................. 1. EXPECTS FUTURE BENEFITS 2. RECEIVING BENEFITS NOW 3. RECEIVED CASH SETTLEMENT 4. ROLLED OVER INTO IRA 6. LOST BENEFITS 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVINGBENEFITSNOW IN W021B) TJW023c MONTH START RECEIVING BENEFITS-A -3 Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W023A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] In what month and year did [you/[FIRST NAME OF INDIVIDUAL]'s[ you/husband/wife/partner]] 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) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVINGBENEFITSNOW IN W021B) TJW024c YEAR START RECEIVING BENEFITS-A -3 Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W024A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] (In what month and year did[ you/he/she] start to receive these benefits?) MONTH: [MONTH START RECEIVING BENEFITS-A] YEAR: .................................................................................. 9998. DK (Don't Know); NA (Not Ascertained) 9999. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVINGBENEFITSNOW IN W021B) TJW025c AMOUNT OF BENEFITS -3 Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].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: .................................................................................. 998. DK (Don't Know); NA (Not Ascertained) 999. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVINGBENEFITSNOW IN W021B) AND (((W025A <> 0) AND (W025A <> DONTKNOW)) AND (W025A <> REFUSAL)) TJW026c AMOUNT OF BENEFITS PER -3 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W026A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] (How much are the benefits per month or year?) INTERVIEWER: PROBE IF NECESSARY: Is that per month or year? AMOUNT: [AMOUNT OF BENEFITS] PER: .................................................................................. 4. MONTH 6. YEAR 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
TJ116c AMOUNT OF PENSION BENEFITS - MIN -3 Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.J116_ J116_-J118_ Unfolding Sequence Question text: Did they amount to less than $______per month, more than $______per month, or what? PROCEDURE: UnFM_2Up1down BREAKPOINTS: 200, 400, 1200, 1600 ENTRY POINT: 400 .................................................................................. 1227 Blank. INAP (Inapplicable)
TJ117c AMOUNT OF PENSION BENEFITS - MAX -3 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.J117_ .................................................................................. 1227 Blank. INAP (Inapplicable)
TJ118c AMOUNT OF PENSION BENEFITS - RESULT -3 Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.J118_ .................................................................................. 98. DK (Don't Know); NA (Not Ascertained) 99. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVINGBENEFITSNOW IN W021B) TJW028c ADJUSTED FOR COST OF LIVING -3 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W028A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] Are the benefits adjusted for changes in the cost of living? .................................................................................. 1. YES 5. NO 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVINGBENEFITSNOW IN W021B) AND (NOT ((W028A <> YES) AND (piWhichSection <> 1))) AND (W028A = YES) TJW059c BENEFITS ADJUSTED AUTOMATICALLY -3 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVEDCASHSETTLEMENT IN W021B) TJW030c AMOUNT OF CASH SETTLEMENT -3 Section: J Level: Respondent Type: Numeric Width: 6 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W030A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] How much did the cash settlement amount to? INTERVIEWER: DO NOT PROBE DK/RF AMOUNT: .................................................................................. 999998. DK (Don't Know); NA (Not Ascertained) 999999. RF (Refused) 1227 Blank. INAP (Inapplicable)
TJ123c AMOUNT OF CASH SETTLEMENT - MIN -3 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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 .................................................................................. 1227 Blank. INAP (Inapplicable)
TJ124c AMOUNT OF CASH SETTLEMENT - MAX -3 Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.J124_ .................................................................................. 1227 Blank. INAP (Inapplicable)
TJ125c AMOUNT OF CASH SETTLEMENT - RESULT -3 Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.J125_ .................................................................................. 98. DK (Don't Know); NA (Not Ascertained) 99. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVEDCASHSETTLEMENT IN W021B) TJW031c1 WHAT R DID W/ CASH -3-1 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W031B[1] What did [you/he/she] do with the money? .................................................................................. 1. BOUGHT DURABLES 2. SPENT IT 3. SAVED/INVESTED 4. PAID OFF DEBT 5. ROLLED INTO IRA 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (RECEIVEDCASHSETTLEMENT IN W021B) TJW031c2 WHAT R DID W/ CASH -3-2 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W031B[2] What did [you/he/she] do with the money? .................................................................................. 1. BOUGHT DURABLES 2. SPENT IT 3. SAVED/INVESTED 4. PAID OFF DEBT 5. ROLLED INTO IRA 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (ROLLEDOVERINTOIRA IN W021B) TJW033c AMOUNT OF ROLLOVER -3 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W033A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] IRA ROLLOVER How much did the rollover amount to? AMOUNT: .................................................................................. 99999998. DK (Don't Know); NA (Not Ascertained) 99999999. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (EXPECTFUTUREBENEFITS IN W021B) AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN))) TJW035c AGE EXPECT TO REC BENEFITS -3 Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W035A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] At what age [do / does ] [you/[FIRST NAME OF INDIVIDUAL]'s [ you/husband/wife/partner]] expect to start receiving (the rest of [her/his]) benefits from this plan? 40-94 AGE 96 ALREADY RECEIVING ALL BENEFITS .................................................................................. 96. ALREADY RECEIVING ALL BENEFITS 98. DK (Don't Know); NA (Not Ascertained) 99. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (EXPECTFUTUREBENEFITS IN W021B) AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN))) AND (W035A <> NONRESPONSE) AND (W035A <> 96) TJW036c FORM OF EXPECTED BENEFITS -3 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W036A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] About how much [do / does ] [ you/he/she] expect these benefits to be, either as an amount per month or year or a lump sum amount? .................................................................................. 2. AMOUNT PER MONTH/YEAR 3. LUMP SUM 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (EXPECTFUTUREBENEFITS IN W021B) AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN))) AND (W035A <> NONRESPONSE) AND (W035A <> 96) AND (NOT (W036A = PERCENTOFPAY)) AND (W036A = AMOUNTPERMONTHYEAR) TJW038c AMOUNT OF EXPECTED BENEFITS -3 Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W038A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] INTERVIEWER: PROBE IF NECESSARY: How much [do / does ][ you/he/she] expect to receive? DO NOT PROBE DK/RF AMOUNT: PER: .................................................................................. 9998. DK (Don't Know); NA (Not Ascertained) 9999. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (EXPECTFUTUREBENEFITS IN W021B) AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN))) AND (W035A <> NONRESPONSE) AND (W035A <> 96) AND (NOT (W036A = PERCENTOFPAY)) AND (W036A = AMOUNTPERMONTHYEAR) AND (((W038A <> 0) AND (W038A <> DONTKNOW)) AND (W038A <> REFUSAL)) TJW039c EXPECTED BENEFITS PER -3 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W039A PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA] INTERVIEWER: PROBE IF NECESSARY: Is that per month or year? AMOUNT: [AMOUNT OF EXPECTED BENEFITS] PER: .................................................................................. 4. MONTH 6. YEAR 7. OTHER (SPECIFY) 8. DK (Don't Know); NA (Not Ascertained) 9. RF (Refused) 1227 Blank. INAP (Inapplicable)
TJ133c AMOUNT OF EXPECTED BENEFITS - MIN -3 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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 .................................................................................. 1227 Blank. INAP (Inapplicable)
TJ134c AMOUNT OF EXPECTED BENEFITS - MAX -3 Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.J134_ .................................................................................. 1227 Blank. INAP (Inapplicable)
TJ135c AMOUNT OF EXPECTED BENEFITS - RESULT -3 Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.J135_ .................................................................................. 98. DK (Don't Know); NA (Not Ascertained) 99. RF (Refused) 1227 Blank. INAP (Inapplicable)
Ask: IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <> FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)) AND ((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 (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR (piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED, REPARTNERED_VOL])) AND ((W043A <> NO) AND W043A <> NONRESPONSE) AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW)) AND (EXPECTFUTUREBENEFITS IN W021B) AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN))) AND (W035A <> NONRESPONSE) AND (W035A <> 96) AND (NOT (W036A = PERCENTOFPAY)) AND (NOT (W036A = AMOUNTPERMONTHYEAR)) AND (W036A = LUMPSUM) TJW041c EXPECTED BENEFITS-LUMP SUM -3 Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0 CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].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) 1227 Blank. INAP (Inapplicable)
TVDATE 2004 DATA MODEL VERSION Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 User Note: This variable identifies which data model was used to interview the household. Please reference the data description for a summary of changes in each data model. .................................................................................. 14 1. Version 1 79 2. Version 2 153 3. Version 3 150 4. Version 4 92 5. Version 5 200 6. Version 6 515 7. Version 7 24 8. Version 8
TVERSION 2004 EXIT FINAL RELEASE VERSION NUMBER Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0 .................................................................................. 1227 1. HRS 2004 Exit Final Release #1
Top of Page