==========================================================================================
Section J: EMPLOYMENT (Respondent)
==========================================================================================
HHID HOUSEHOLD IDENTIFICATION NUMBER
Section: J Level: Respondent Type: Character Width: 6 Decimals: 0
.................................................................................
1310 010465-502582. Household Identification Number
==========================================================================================
PN RESPONDENT PERSON IDENTIFICATION NUMBER
Section: J Level: Respondent Type: Character Width: 3 Decimals: 0
.................................................................................
853 010. Person Identifier
15 011. Person Identifier
1 012. Person Identifier
332 020. Person Identifier
1 021. Person Identifier
52 030. Person Identifier
3 031. Person Identifier
52 040. Person Identifier
1 041. Person Identifier
==========================================================================================
USUBHH 2006 SUB HOUSEHOLD IDENTIFICATION NUMBER
Section: J Level: Respondent Type: Character Width: 1 Decimals: 0
.................................................................................
1275 3. 1st deceased respondent from a household
35 4. 2nd deceased respondent from a household
==========================================================================================
JSUBHH 2004 SUB HOUSEHOLD IDENTIFICATION NUMBER
Section: J Level: Respondent Type: Character Width: 1 Decimals: 0
.................................................................................
1258 0. Original sample household - no split from divorce or
separation of spouses or partners
29 1. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
13 2. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
4 3. 1st deceased respondent from a household
3 5. Split household - one half of couple from SUBHH 1 or 2
6. Split household - one half of couple from SUBHH 1 or 2
3 7. Reunited household - respondents from split household
reunite
==========================================================================================
UPN_SP 2006 SPOUSE/PARTNER PERSON NUMBER
Section: J Level: Respondent Type: Character Width: 3 Decimals: 0
.................................................................................
218 010. Person Identifier
20 011. Person Identifier
1 012. Person Identifier
277 020. Person Identifier
4 021. Person Identifier
28 030. Person Identifier
1 031. Person Identifier
1 032. Person Identifier
34 040. Person Identifier
3 041. Person Identifier
1 811. New Spouse of Non-Original Respondent
1 841. New Spouse of Non-Original Respondent
721 Blank. R not coupled
==========================================================================================
*Assign J677YJ023BP := 0:
*NOT(ELSE)*((piRVARSZ123_CurWorkng_V = NO));
*NOT(ELSE)*((piRvarsZ136_SelfElseEmp_V <> SLF));
*Assign J677YJ023BP := 1:
(piRVARSZ123_CurWorkng_V = NO);
*Assign J677YJ023BP := 2:
*NOT(ELSE)*((piRVARSZ123_CurWorkng_V = NO));
(piRvarsZ136_SelfElseEmp_V <> SLF);
*Assign J677YJ023BP := 3:
*NOT(ELSE)*((piRVARSZ123_CurWorkng_V = NO));
*NOT(ELSE)*((piRvarsZ136_SelfElseEmp_V <> SLF));
*Assign J677YJ023BP := 4:
*NOT(ELSE)*((piRVARSZ123_CurWorkng_V = NO));
*NOT(ELSE)*((piRvarsZ136_SelfElseEmp_V <> SLF));
*Assign J677YJ023BP := 5:
*NOT(ELSE)*((piRVARSZ123_CurWorkng_V = NO));
*NOT(ELSE)*((piRvarsZ136_SelfElseEmp_V <> SLF));
*Assign J677YJ023BP := 6:
*NOT(ELSE)*((piRVARSZ123_CurWorkng_V = NO));
*NOT(ELSE)*((piRvarsZ136_SelfElseEmp_V <> SLF));
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ677 BRANCHPOINT FOR J677Y
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.WORKSTATUS.J677YJ023BP
.................................................................................
32 0. ALL OTHERS
1197 1. NOT WORKING LAST WAVE
81 2. NOT SELF EMPLOYED LAST WAVE
Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ023 STOPPED WORKING FOR SLF-MO
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J023_MoStopWrkSelf
Now I have some questions about [FIRST NAME]'s employment before [she/he] died.
According to our records, in [PREV WAVE FIRST R IW MONTH]/[/Prev Wave Iw Mo],
[PREV WAVE FIRST R IW YEAR]/[Prev Wave Iw Yr] [she/he] was self- employed. In
what month and year did [she/he] stop working for [herself/himself]?
IWER: MONTH ENTERED MUST BE BETWEEN [PREV WAVE FIRST R IW MONTH]/[/PREV WAVE IW
MO], [PREV WAVE FIRST R IW YEAR]/[PREV WAVE IW YR] AND [SYSTEM MONTH], [SYSTEM
DATE]
Month:
Year:
.................................................................................
2 1. JAN
1 2. FEB
1 3. MAR
4. APR
2 5. MAY
1 6. JUN
3 7. JUL
8. AUG
9. SEP
1 10. OCT
11. NOV
1 12. DEC
13 96. WORKED THERE UNTIL DEATH
2 97. DENIES BEING SELF-EMPLOYED AT PREVIOUS IW
5 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1278 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
*Assign J024_YrStopWrkSelf := REFUSAL:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF (J023_MoStopWrkSelf = STILLWORKING) OR (J023_MoStopWrkSelf =
DENYSLF_EMPATPW);
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
*NOT(ELSE)*(IF (J023_MoStopWrkSelf = STILLWORKING) OR (J023_MoStopWrkSelf =
DENYSLF_EMPATPW));
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ024 STOPPED WORKING FOR SLF- YR
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J024_YrStopWrkSelf
(According to our records, in [PREV WAVE FIRST R IW MONTH]/[/Prev Wave Iw Mo]
[PREV WAVE FIRST R IW YEAR]/[Prev Wave Iw Yr] [she/he] was self-employed. In
what month and year did [she/he] stop working for [herself/himself]?)
IWER: MONTH ENTERED MUST BE BETWEEN [PREV WAVE FIRST R IW MONTH]/[/PREV WAVE IW
MO], [PREV WAVE FIRST R IW YEAR]/[PREV WAVE IW YR] AND [SYSTEM MONTH], [SYSTEM
DATE]
Month: [STOPPED WORKING FOR SLF-MO]
Year:
.................................................................................
13 2003-2006. Actual Value
4 9998. DK (Don't Know); NA (Not Ascertained)
15 9999. RF (Refused)
1278 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
*Assign J678YJ023TOW158_2BP := 0:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
*NOT(ELSE)*(IF J023_MoStopWrkSelf = DENYSLF_EMPATPW);
*Assign J678YJ023TOW158_2BP := 1:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J023_MoStopWrkSelf = DENYSLF_EMPATPW;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ678 BRANCHPOINT FOR J678Y
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J678YJ023TOW158_2BP
.................................................................................
30 0. ALL OTHERS
2 1. R DENIES WORKING FOR SELF
1278 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ031 PAID REGULAR SALARY
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J031_
Was [she/he] paid a regular salary or wages?
.................................................................................
9 1. YES
16 5. NO
5 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1280 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
IF ((J031_ <> DONTKNOW) AND (J031_ <> REFUSAL)) AND (J031_ <> NO);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ032 AMOUNT OF SALARY
Section: J Level: Respondent Type: Numeric Width: 11 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J032_
How much was [she/he] paid before taxes and other deductions?
IWER: DO NOT PROBE DK/RF
IWER: IWER: IF AMOUNT PER HOUR, ENTER BOTH DOLLARS AND CENTS
Amount:
Per:
.................................................................................
6 50-150000. Actual Value
2 99999999998. DK (Don't Know); NA (Not Ascertained)
1 99999999999. RF (Refused)
1301 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
IF ((J031_ <> DONTKNOW) AND (J031_ <> REFUSAL)) AND (J031_ <> NO);
IF J032_ <> EMPTY AND J032_ <> NONRESPONSE;
IF J032_ <> 0;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ036 AMOUNT OF SALARY PER
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J036_
(How much was [she/he] paid before taxes and other deductions?)
IWER: PROBE IF NECESSARY: Was that per hour, week, month, or year?
Amount: [AMOUNT OF SALARY]
Per:
.................................................................................
1 1. HOUR
3 2. WEEK
3. EVERY TWO WEEKS/BI-WEEKLY
4. MONTH
5. TWICE A MONTH
2 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1304 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
*Assign J033_ := EMPTY:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
IF ((J031_ <> DONTKNOW) AND (J031_ <> REFUSAL)) AND (J031_ <> NO);
IF J032_ <> EMPTY AND J032_ <> NONRESPONSE;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ033 AMOUNT OF SALARY - MIN
Section: J Level: Respondent Type: Numeric Width: 11 Decimals: 0
Ref: 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?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $625, $1,500, $3,000, $6,500
RANDOM ENTRY POINTS: $1,500, $3,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X510
.................................................................................
2 0. Value of Breakpoint
1 626. Value of Breakpoint
1307 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
*Assign J034_ := EMPTY:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
IF ((J031_ <> DONTKNOW) AND (J031_ <> REFUSAL)) AND (J031_ <> NO);
IF J032_ <> EMPTY AND J032_ <> NONRESPONSE;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ034 AMOUNT OF SALARY - MAX
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J034_
J033-J035 Unfolding Sequence
Question text: Did it amount to a total of less than $____ per month, more than
$____ per month, or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $625, $1,500, $3,000, $6,500
RANDOM ENTRY POINTS: $1,500, $3,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X510
.................................................................................
1 624. Value of Breakpoint
1 1499. Value of Breakpoint
1 99999996. Greater than Maximum Breakpoint
1307 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
*Assign J035_ := EMPTY:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
IF ((J031_ <> DONTKNOW) AND (J031_ <> REFUSAL)) AND (J031_ <> NO);
IF J032_ <> EMPTY AND J032_ <> NONRESPONSE;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ035 AMOUNT OF SALARY - RESULT
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J035_
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
1309 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ038 RECEIVE ANY PROFITS
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: 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.
.................................................................................
18 1. YES
8 5. NO
4 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1280 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
*Assign J681YJ038TOJ073 := 0:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
*NOT(ELSE)*(IF (J038_ = NO) OR J038_ = NONRESPONSE);
*Assign J681YJ038TOJ073 := 1:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
IF (J038_ = NO) OR J038_ = NONRESPONSE;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ681 BRANCHPOINT FOR J681Y
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J681YJ038TOJ073
.................................................................................
18 0. ALL OTHERS
12 1. UJ038 NOT YES
1280 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
IF J681YJ038TOJ073 <> 1;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ039 AMOUNT OF NET PROFITS/EARNINGS
Section: J Level: Respondent Type: Numeric Width: 11 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J039_
(In addition to [her/his] regular salary,) How much did [she/he] receive from
net earnings or profits?
IWER: 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:
.................................................................................
7 0-200000. Actual Value
10 99999999998. DK (Don't Know); NA (Not Ascertained)
1 99999999999. RF (Refused)
1292 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
IF J681YJ038TOJ073 <> 1;
IF J039_ <> EMPTY AND J039_ <> NONRESPONSE;
IF J039_ <> 0;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ043 AMOUNT OF NET PROFITS/EARNINGS PER
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J043_
(In addition to [her/his] regular salary, how much did [she/he] receive from net
earnings or profits?)
IWER: PROBE IF NECESSARY: Was that per hour, week, month, or year?
Amount: [AMOUNT OF NET PROFITS/EARNINGS]
Per:
.................................................................................
1. HOUR
1 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)
1305 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
*Assign J040_ := EMPTY:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
IF J681YJ038TOJ073 <> 1;
IF J039_ <> EMPTY AND J039_ <> NONRESPONSE;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ040 AMOUNT OF NET PROFITS/EARNINGS - MIN
Section: J Level: Respondent Type: Numeric Width: 11 Decimals: 0
Ref: 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?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $3,300, $10,000, $30,000, $75,000
RANDOM ENTRY POINTS: $10,000, $30,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X501
.................................................................................
9 0. Value of Breakpoint
1 3301. Value of Breakpoint
1 10000. Value of Breakpoint
1299 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
*Assign J041_ := EMPTY:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
IF J681YJ038TOJ073 <> 1;
IF J039_ <> EMPTY AND J039_ <> NONRESPONSE;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ041 AMOUNT OF NET PROFITS/EARNINGS - MAX
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J041_
J040-J042 Unfolding Sequence
Question text: Did it amount to a total of less than $____ per year, more than
$____ per year, or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $3,300, $10,000, $30,000, $75,000
RANDOM ENTRY POINTS: $10,000, $30,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X501
.................................................................................
1 3299. Value of Breakpoint
1 9999. Value of Breakpoint
1 10000. Value of Breakpoint
1 29999. Value of Breakpoint
7 99999996. Greater than Maximum Breakpoint
1299 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
*Assign J042_ := EMPTY:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
IF J681YJ038TOJ073 <> 1;
IF J039_ <> EMPTY AND J039_ <> NONRESPONSE;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ042 AMOUNT OF NET PROFITS/EARNINGS - RESULT
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J042_
.................................................................................
7 98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
1302 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
*Assign J682YJ045BP_TOJ073 := 0:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
*NOT(ELSE)*(IF J681YJ038TOJ073 <> 1);
*Assign J682YJ045BP_TOJ073 := 1:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
IF J681YJ038TOJ073 <> 1;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ682 BRANCHPOINT FOR J682Y
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J682YJ045BP_TOJ073
.................................................................................
12 0. ALL OTHERS
18 1. UJ681 = 1
1280 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF (((((((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.J686YJ063BP <> 1);
IF PWELSENOWELSE.J686YJ063BP <> 2;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ063 STOP/RETIRE WORK PREV WAVE EMPLOYER-MO
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J063_MoStopWrkPrevEmp
Now I have some questions about [FIRST NAME]'s employment before [she/he] died.
IF R'S LAST IW EMPLOYER IS KNOWN:
According to our records, [she/he] was working for [PREV WAVE EMPLOYER NAME] in
[PREV WAVE FIRST R IW MONTH] [PREV WAVE FIRST R IW YEAR]/[Prev Wave Iw Yr]. In
what month and year did [she/he] stop working there, or was [she/he] still
working there when [she/he] died?
OTHERWISE:
According to our records, [she/he] was working for someone else when we last
talked to [her/him ] in [PREV WAVE FIRST R IW MONTH] [PREV WAVE FIRST R IW
YEAR]/[Prev Wave Iw Yr]. In what month and year did [she/he] stop working for
that employer?
IWER: MONTH ENTERED MUST BE BETWEEN [PREV WAVE FIRST R IW MONTH]/[/PREV WAVE IW
MO], [PREV WAVE FIRST R IW YEAR]/[PREV WAVE IW YR] AND [SYSTEM MONTH], [SYSTEM
DATE]
Month:
Year:
.................................................................................
6 1. JAN
2 2. FEB
4 3. MAR
4 4. APR
1 5. MAY
4 6. JUN
3 7. JUL
7 8. AUG
2 9. SEP
5 10. OCT
2 11. NOV
2 12. DEC
27 96. WORKED THERE UNTIL DEATH
3 97. DENIES WORKING FOR SOMEONE ELSE, OR FOR NAMED EMPLOYER, AT
LAST INTERVIEW
9 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1229 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
*Assign J687YJ063TOW158_2BP := 0:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF (((((((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.J686YJ063BP <> 1);
IF PWELSENOWELSE.J686YJ063BP <> 2;
*NOT(ELSE)*(IF (((J063_MoStopWrkPrevEmp = DENYWORKSELF) OR
(J063_MoStopWrkPrevEmp = STILLWORKSELF2NDJOB)) OR (J063_MoStopWrkPrevEmp =
STILLWORKSELF)) OR (J063_MoStopWrkPrevEmp = DENYWORKELSEORFORNAME));
*Assign J687YJ063TOW158_2BP := 1:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF (((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073
<> 1)) AND (PWSELFNOWELS
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ687 BRANCHPOINT FOR J687Y
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J687YJ063TOW158_2BP
.................................................................................
78 0. ALL OTHERS
3 1. R DENIES SELF EMPLOYMENT OR STILL WORKED FOR SELF AT DEATH
1229 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF (((((((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.J686YJ063BP <> 1);
IF PWELSENOWELSE.J686YJ063BP <> 2;
IF (J687YJ063TOW158_2BP <> 1) AND (J063_MoStopWrkPrevEmp <> STILLWORKING);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ064 STOP/RETIRE WORK PREV WAVE EMPLOYER-YR
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J064_YrStopWrkPrevEmp
Now I have some questions about [FIRST NAME]'s employment before [she/he] died.
IF R'S LAST IW EMPLOYER IS KNOWN:
According to our records, [she/he] was working for [PREV WAVE EMPLOYER NAME] in
[PREV WAVE FIRST R IW MONTH] [PREV WAVE FIRST R IW YEAR]/[Prev Wave Iw Yr]. In
what month and year did [she/he] stop working there, or was [she/he] still
working there when [she/he] died?
OTHERWISE:
According to our records, [she/he] was working for someone else when we last
talked
to [her/him ] in [PREV WAVE FIRST R IW MONTH] [PREV WAVE FIRST R IW YEAR]/[Prev
Wave Iw Yr].
In what month and year did [she/he] stop working for that employer?
Month entered must be between [PREV WAVE FIRST R IW MONTH]/[/Prev Wave Iw Mo],
[PREV WAVE FIRST R IW YEAR]/[Prev Wave Iw Yr] and [System Month], [System Date]
IWER: MONTH ENTERED MUST BE BETWEEN [PREV WAVE FIRST R IW MONTH]/[/PREV WAVE IW
MO], [PREV WAVE FIRST R IW YEAR]/[PREV WAVE IW YR] AND [SYSTEM MONTH], [SYSTEM
DATE]
Month:
Year:
.................................................................................
47 1995-2006. Actual Value
4 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1259 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF (((((((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.J686YJ063BP <> 1);
IF J687YJ063TOW158_2BP <> 1;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ067 AMOUNT EARNING WHEN LEFT
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 2
Ref: 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?]
IWER: IF AMOUNT PER HOUR, ENTER BOTH DOLLARS AND CENTS
IWER: DO NOT PROBE DK/RF
Amount:
Per:
.................................................................................
39 0-98000. Actual Value
36 99999998. DK (Don't Know); NA (Not Ascertained)
3 99999999. RF (Refused)
1232 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF (((((((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.J686YJ063BP <> 1);
IF J687YJ063TOW158_2BP <> 1;
IF J067_ <> EMPTY AND J067_ <> NONRESPONSE;
IF J067_ <> 0;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ071 AMOUNT EARNING WHEN LEFT - PER
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J071_
IWER: PROBE IF NECESSARY: Was that per hour, week, month, or year?
Amount: [AMOUNT EARNING WHEN LEFT]
Per:
.................................................................................
15 1. HOUR
1 2. WEEK
3 3. EVERY TWO WEEKS/BI-WEEKLY
7 4. MONTH
5. TWICE A MONTH
11 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1273 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
*Assign J068_ := EMPTY:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF (((((((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.J686YJ063BP <> 1);
IF J687YJ063TOW158_2BP <> 1;
IF J067_ <> EMPTY AND J067_ <> NONRESPONSE;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ068 AMOUNT EARNING WHEN LEFT - MIN
Section: J Level: Respondent Type: Numeric Width: 11 Decimals: 0
Ref: 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?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $200, $800, $1,500, $3,000
RANDOM ENTRY POINTS: $800, $1,500
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X502
.................................................................................
19 0. Value of Breakpoint
7 201. Value of Breakpoint
2 800. Value of Breakpoint
7 801. Value of Breakpoint
1 1500. Value of Breakpoint
3 1501. Value of Breakpoint
1271 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
*Assign J069_ := EMPTY:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF (((((((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.J686YJ063BP <> 1);
IF J687YJ063TOW158_2BP <> 1;
IF J067_ <> EMPTY AND J067_ <> NONRESPONSE;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ069 AMOUNT EARNING WHEN LEFT - MAX
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J069_
J068-J070 Unfolding Sequence
Question text: Did it amount to a total of less than $____ per month, more than
$____ per month, or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $200, $800, $1,500, $3,000
RANDOM ENTRY POINTS: $800, $1,500
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X502
.................................................................................
7 799. Value of Breakpoint
2 800. Value of Breakpoint
7 1499. Value of Breakpoint
1 1500. Value of Breakpoint
3 2999. Value of Breakpoint
19 99999996. Greater than Maximum Breakpoint
1271 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
*Assign J070_ := EMPTY:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF (((((((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.J686YJ063BP <> 1);
IF J687YJ063TOW158_2BP <> 1;
IF J067_ <> EMPTY AND J067_ <> NONRESPONSE;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ070 AMOUNT EARNING WHEN LEFT - RESULT
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J070_
.................................................................................
18 98. DK (Don't Know); NA (Not Ascertained)
2 99. RF (Refused)
1290 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
*Assign J688YJ073BP_TOJ080 := 0:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF (((((((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.J686YJ063BP <> 1);
IF J687YJ063TOW158_2BP <> 1;
*NOT(ELSE)*(IF ((piJ058_SameJobTitle = RETIREDANDWORKINGFORSAME) OR
(ACTIVELANGUAGE = EXTENG)) OR (ACTIVELANGUAGE = EXTSPN));
*Assign J688YJ073BP_TOJ080 := 1:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF (((((((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 (PWELSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ688 BRANCHPOINT FOR J688Y
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J688YJ073BP_TOJ080
.................................................................................
78 1. EXIT INTERVIEW
1232 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
*Assign J084_ := YES:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF piRVARSZ133_JobPension_V = YES;
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
*NOT(ELSE)*(IF piRVARSZ133_JobPension_V = YES);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ084 INCLUDED IN CURRENT PENSION PLAN
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J084_
IF NOT SELF-EMPLOYED AT R'S LAST IW (Z136 NOT 2):
[Was [Respondent's First Name]] included in a pension or retirement plan, or in
any tax deferred savings plan, through your work when [she/he] worked for [PREV
WAVE EMPLOYER NAME]/that employer?
OTHERWISE:
Aside from IRAs not sponsored by your business or KEOGH plans, was [Respondent's
First Name]] included in a pension or retirement plan, or in any tax deferred
savings plan, through [her/his] work?]
.................................................................................
38 1. YES
65 5. NO
4 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
1202 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ085 # PENSION PLANS
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J085_
[According to our records, [Respondent's First Name]] reported that [she/he] was
included in one or more pension plans on this job.]
In how many different pension plans was [she/he] included on this job?
1-8 PLANS
IWER: [ENTER 95 IF R DENIES BEING INCLUDED IN ANY PENSION PLAN]
.................................................................................
1 0. NONE
27 1. ONE
6 2. TWO
3. THREE
4. FOUR
5. FIVE
6. SIX
7. SEVEN
8. EIGHT
95. DENIES BEING INCLUDED IN PENSION PLAN
4 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1272 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J085_ = DONTKNOW;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ086 ONE PENSION PLAN OR MORE THAN ONE
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J086_
Was this just one plan or more than one?
.................................................................................
1 1. ONE PLAN
3. MORE THAN ONE
3 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1306 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
*Assign J087_TypePenPlanLoop := 1:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J085_ = DONTKNOW;
IF J086_ = ONEPLAN;
*Assign J087_TypePenPlanLoop := 2:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J0
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJ087 TYPE PENSION PLAN LOOP
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J087_TypePenPlanLoop
.................................................................................
34 1-2. Number of Pensions
1276 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW001A TYPE OF PENSION PLAN -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].W001A
IF THIS IS THE FIRST PLAN and R HAS MORE THAN ONE PLAN (J085 ge 2 or 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 (J085 ge 2) or THE SECOND PLAN
FOR (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 ({J085 or J086}=1):
I would like to know what type of plan this was.
In some retirement plans, call them Type A, benefits are usually based on a
formula involving age, years of service and salary. In other plans, call them
Type B, money is accumulated in an account for [him/her].
NOTE: IF R HAS ALREADY BEEN THROUGH THE LOOP ONCE, THE EXPLANATION, ABOVE,
APPEARS IN PARENTHESES AND IS READ AT THE IWER's DISCRETION.
Was [his/her] plan Type A or Type B?
[IWER: IF R HAS MULTIPLE PLANS OF DIFFERENT TYPES, RECORD THEM AS SEPARATE PLANS
RATHER THAN COMBINING THEM AS 'BO
.................................................................................
10 1. TYPE A
17 2. TYPE B
3. BOTH TYPES
7 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1276 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
(W001A <> REFUSAL);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW043A HWP BENEFICIARY OF PENSION-B -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].W043A
Pension type [AB - Formula/Account/B - Account/A - Formula]
Did [you/Respondent's First Name's [husband/wife/partner]] or will
[you/[her/his] [you/husband/wife/partner]] receive any benefits from this plan?
.................................................................................
17 1. YES
6 5. NO
3 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1284 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW002A AMOUNT IN PENSION WHEN LEFT-B -1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W002A
Pension type [AB - Formula/Account/B - Account/A - Formula]
[For the part of [her/his] pension where money was accumulated in an account,
how /How ] much money was in [her/his] account when [she/he] died?
IWER: IF R SAYS 'DOES NOT HAVE AN ACCOUNT', ENTER [-1]
IWER: DO NOT PROBE DK/RF
Amount:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
11 101 128000 34594.27 43589.14 1296
-----------------------------------------------------------------
3 99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
==========================================================================================
UJW003A AMOUNT IN PENSION WHEN LEFT-B - MIN -1
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W003A
Question text: Did it amount to a total of less than $____ , more than $____ ,
or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $5,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X503
.................................................................................
3 0. Value of Breakpoint
1307 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW004A AMOUNT IN PENSION WHEN LEFT-B - MAX -1
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W004A
Question text: Did it amount to a total of less than $____ , more than $____ ,
or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $5,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X503
.................................................................................
3 99999996. Greater than Maximum Breakpoint
1307 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW005A AMOUNT IN PENSION WHEN LEFT-B-RESULT-1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W005A
.................................................................................
3 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1307 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW044A1 DISPOSITION TO HWP OF PENSION-B -1-1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W044B[1]
Pension type [AB - Formula/Account/B - Account/A - Formula]
We are interested in what [you/Respondent's First Name's [husband/wife/partner]]
did with the money.
When [she/he] died, did [you/[her/his] [you/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, continue collecting all or part of the benefits, lose
the benefits, did [you/Respondent's First Name's [husband/wife/partner]] receive
or [are/is] [you/Respondent's First Name's [husband/wife/partner]] receiving one
or more installments, or what?
IWER: DO NOT PROBE BUT, CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP
QUESTIONS
.................................................................................
5 1. WITHDREW THE MONEY
6 2. ROLLED OVER INTO IRA
1 3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
1 5. CONTINUED COLLECTING ALL/ PART OF RESPONDENT'S BENEFITS
6. LOST BENEFITS
1 7. RECEIVED/RECEIVING INSTALLMENTS
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1296 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW044A2 DISPOSITION TO HWP OF PENSION-B -1-2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W044B[2]
Pension type [AB - Formula/Account/B - Account/A - Formula]
We are interested in what [you/Respondent's First Name's [husband/wife/partner]]
did with the money.
When [she/he] died, did [you/[her/his] [you/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, continue collecting all or part of the benefits, lose
the benefits, did [you/Respondent's First Name's [husband/wife/partner]] receive
or [are/is] [you/Respondent's First Name's [husband/wife/partner]] receiving one
or more installments, or what?
IWER: DO NOT PROBE BUT, CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP
QUESTIONS
.................................................................................
1 1. WITHDREW THE MONEY
2. ROLLED OVER INTO IRA
3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
5. CONTINUED COLLECTING ALL/ PART OF RESPONDENT'S BENEFITS
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS
2 97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1307 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW044A3 DISPOSITION TO HWP OF PENSION-B -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W044B[3]
Pension type [AB - Formula/Account/B - Account/A - Formula]
We are interested in what [you/Respondent's First Name's [husband/wife/partner]]
did with the money.
When [she/he] died, did [you/[her/his] [you/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, continue collecting all or part of the benefits, lose
the benefits, did [you/Respondent's First Name's [husband/wife/partner]] receive
or [are/is] [you/Respondent's First Name's [husband/wife/partner]] receiving one
or more installments, 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 TO ACCUMULATE
4. CONVERT TO ANNUITY
5. CONTINUED COLLECTING ALL/ PART OF RESPONDENT'S BENEFITS
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF ((NOT (WITHDREWTHEMONEY IN W006B) AND NOT (LOSTBENEFITS IN W006B)) AND NOT
(WITHDREWTHEMONEY IN W044B)) AND NOT (LOSTBENEFITS IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW065A ALLOWED LUMP SUM PAYMENT-TYPE B -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W065A
Pension type [AB - Formula/Account/B - Account/A - Formula]
[Were you/Was [he/she]] allowed to receive benefits in a lump-sum payment?
.................................................................................
9 1. YES
5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1300 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (((LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE IN W044B)) OR
(INSTALLMENTS IN W006B)) OR (INSTALLMENTS IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW008A AMOUNT LEFT IN OLD ACCOUNT-B--1
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: 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?
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (((LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE IN W044B)) OR
(INSTALLMENTS IN W006B)) OR (INSTALLMENTS IN W044B);
IF (INSTALLMENTS IN W006B) OR (INSTALLMENTS IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW063A TYPE B PENSION TOTAL AMT RECEIVED IN INSTALLMENTS -1
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W063A
Pension type [AB - Formula/Account/B - Account/A - Formula]
How much money in total did [you/he/she] receive in installments?
.................................................................................
1 160. Actual Value
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
1309 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (((LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE IN W044B)) OR
(INSTALLMENTS IN W006B)) OR (INSTALLMENTS IN W044B);
IF (LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW009A AMOUNT IN PENSION NOW-B -1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W009A
Pension type [AB - Formula/Account/B - Account/A - Formula]
How much is in that account now?
IWER: DO NOT PROBE DK/RF
Amount:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW010A AMOUNT IN PENSION NOW-B - MIN -1
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W010A
JW010_1 - JW012_1 Unfolding Sequence
Question text: Did it amount to less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $10,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X504
ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND
.................................................................................
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW011A AMOUNT IN PENSION NOW-B - MAX -1
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W011A
.................................................................................
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW012A AMOUNT IN PENSION NOW-B - RESULT -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W012A
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW013A AMOUNT CONVERTED TO ANNUITY-B-1
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: 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:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW014A AGE WHEN ANNUITY STARTED-B -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W014A
Pension type [AB - Formula/Account/B - Account/A - Formula]
How old [were/was] [you/Respondent's First Name's [husband/wife/partner]] when
[you/he/she] started receiving the benefits from that annuity?
50-80 Age
IWER: 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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW015A AMOUNT OF ANNUITY-B -1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: 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?
IWER: IF BENEFITS HAVE NOT YET STARTED, RECORD WHAT BENEFITS WILL BE
Amount:
Per:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B);
IF ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW016A AMOUNT OF ANNUITY PER-B -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W016A
Pension type [AB - Formula/Account/B - Account/A - Formula]
IWER: 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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW049A ANNUITY BENEFITS DURATION-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W049A
Pension type [AB - Formula/Account/B - Account/A - Formula]
Will this payment continue as long as [you/R's FIRST NAME's
[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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B);
*NOT(ELSE)*(IF W049A = OTHERSPECIFY);
IF W049A = FORAFIXEDTIME;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW051A ANNUITY BENEFITS-UNTIL YR-1
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: 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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B);
*NOT(ELSE)*(IF W049A = OTHERSPECIFY);
IF W049A = FORAFIXEDTIME;
IF W051A = EMPTY;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW052A ANNUITY BENEFITS-UNTIL AGE-1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: 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:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B);
*NOT(ELSE)*(IF W049A = OTHERSPECIFY);
IF W049A = FORAFIXEDTIME;
IF W051A = EMPTY;
IF W051A = EMPTY AND W052A = EMPTY;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW053A ANNUITY BENEFITS-YEARS-1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: 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:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW018A AMOUNT OF PENSION ROLLOVER-B--1
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W018A
Pension type [AB - Formula/Account/B - Account/A - Formula]
How much did the rollover amount to?
Amount:
.................................................................................
1 17000. Actual Value
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
1309 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (WITHDREWTHEMONEY IN W006B) OR (WITHDREWTHEMONEY IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW056A HOW MUCH MONEY WITHDRAWN-1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: 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?
.................................................................................
1 40000. Actual Value
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1309 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (WITHDREWTHEMONEY IN W006B) OR (WITHDREWTHEMONEY IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW057A WHAT DONE WITH MONEY WITHDRAWN-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: 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
1 2. SPENT IT
2 3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
2 7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1305 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW021A1 DISPOSITION OF PENSION-A -1-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W021B[1]
IF R'S PLAN IS BOTH TYPE A AND TYPE B or R DIDN'T KNOW (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 R's FIRST NAME's [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 or a lump sum
payment 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 IWER: CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE
FOLLOW-UP QUESTIONS]
.................................................................................
1. EXPECT FUTURE BENEFITS
1 2. RECEIVING BENEFITS NOW
2 3. RECEIVED CASH SETTLEMENT/LUMP-SUM
4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
4 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1303 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW021A2 DISPOSITION OF PENSION-A -1-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W021B[2]
IF R'S PLAN IS BOTH TYPE A AND TYPE B or R DIDN'T KNOW (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 R's FIRST NAME's [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 or a lump sum
payment 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 IWER: CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE
FOLLOW-UP QUESTIONS]
.................................................................................
1. EXPECT FUTURE BENEFITS
2. RECEIVING BENEFITS NOW
3. RECEIVED CASH SETTLEMENT/LUMP-SUM
4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF NOT (RECEIVEDCASHSETTLEMENT IN W021B) AND NOT (LOSTBENEFITS IN W021B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW064A TYPE A PENS PLAN- CASH SETTLEMENT -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W064A
Pension type [AB - Formula/Account/B - Account/A - Formula]
Was [she/he] allowed to receive benefits as a cash settlement or a lump-sum
payment?
.................................................................................
1 1. YES
2 5. NO
2 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1305 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF RECEIVINGBENEFITSNOW IN W021B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW023A MONTH START RECEIVING BENEFITS-A -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W023A
Pension type [AB - Formula/Account/B - Account/A - Formula]
In what month and year did [you/Respondent's First Name's
[husband/wife/partner]] start to receive these benefits?
Month:
Year:
.................................................................................
1. JAN
2. FEB
3. MAR
4. APR
5. MAY
6. JUN
7. JUL
1 8. AUG
9. SEP
10. OCT
11. NOV
12. DEC
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1309 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF RECEIVINGBENEFITSNOW IN W021B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW024A YEAR START RECEIVING BENEFITS-A -1
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: 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:
.................................................................................
1 2005. Actual Value
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1309 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF RECEIVINGBENEFITSNOW IN W021B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW025A AMOUNT OF BENEFITS -1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: 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?
IWER: DO NOT PROBE DK/RF
Amount:
Per:
.................................................................................
1 3000. Actual Value
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1309 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF RECEIVINGBENEFITSNOW IN W021B;
IF W025A <> EMPTY AND W025A <> NONRESPONSE;
IF W025A <> 0;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW026A AMOUNT OF BENEFITS PER -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: 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?)
IWER: 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)
1309 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ116A AMOUNT OF PENSION BENEFITS - MIN -1
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.J116_
Question text: Did they amount to less than $____ per month, more than $____ per
month, or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $200, $400, $1,200, $1,600
RANDOM ENTRY POINTS: $400, $1,200
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X505
.................................................................................
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ117A AMOUNT OF PENSION BENEFITS - MAX -1
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.J117_
Question text: Did they amount to less than $____ per month, more than $____ per
month, or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $200, $400, $1,200, $1,600
RANDOM ENTRY POINTS: $400, $1,200
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X505
.................................................................................
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ118A AMOUNT OF PENSION BENEFITS - RESULT -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.J118_
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF RECEIVINGBENEFITSNOW IN W021B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW028A ADJUSTED FOR COST OF LIVING -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: 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
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1309 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF RECEIVINGBENEFITSNOW IN W021B;
*NOT(ELSE)*(IF (W028A <> YES) AND (piWhichSection <> 1));
IF W028A = YES;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW059A BENEFITS ADJUSTED AUTOMATICALLY -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: 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)
1309 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF RECEIVEDCASHSETTLEMENT IN W021B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW030A AMOUNT OF CASH SETTLEMENT -1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W030A
Pension type [AB - Formula/Account/B - Account/A - Formula]
How much did the cash settlement amount to?
IWER: DO NOT PROBE DK/RF
Amount:
.................................................................................
2 2100-400000. Actual Value
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1308 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ123A AMOUNT OF CASH SETTLEMENT - MIN -1
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.J123_
Question text: Did it amount to a total of less than $____ , more than $____ ,
or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $2,000, $6,000, $60,000, $250,000
RANDOM ENTRY POINTS: $6,000, $60,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X506
.................................................................................
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ124A AMOUNT OF CASH SETTLEMENT - MAX -1
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.J124_
Question text: Did it amount to a total of less than $____ , more than $____ ,
or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $2,000, $6,000, $60,000, $250,000
RANDOM ENTRY POINTS: $6,000, $60,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X506
.................................................................................
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ125A AMOUNT OF CASH SETTLEMENT - RESULT -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.J125_
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW031A1 WHAT R DID W/ CASH -1-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W031B[1]
Pension type [AB - Formula/Account/B - Account/A - Formula]
What did [you/he/she] do with the money?
.................................................................................
1. BOUGHT DURABLES
2. SPENT IT
1 3. SAVED/INVESTED
1 4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1308 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW031A2 WHAT R DID W/ CASH -1-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W031B[2]
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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF ROLLEDOVERINTOIRA IN W021B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW033A AMOUNT OF ROLLOVER -1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: 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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF EXPECTFUTUREBENEFITS IN W021B;
IF (piSecAStartInterviewA009_SelfPrxy = SLF);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW035A AGE EXPECT TO REC BENEFITS -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W035A
Pension type [AB - Formula/Account/B - Account/A - Formula]
At what age [do/does] [you/Respondent's First Name's [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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF EXPECTFUTUREBENEFITS IN W021B;
IF (piSecAStartInterviewA009_SelfPrxy = SLF);
IF W035A <> NONRESPONSE;
IF W035A <> 96;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW036A FORM OF EXPECTED BENEFITS -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: 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?
.................................................................................
2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF EXPECTFUTUREBENEFITS IN W021B;
IF (piSecAStartInterviewA009_SelfPrxy = SLF);
IF W035A <> NONRESPONSE;
IF W035A <> 96;
*NOT(ELSE)*(IF W036A = PERCENTOFPAY);
IF W036A = AMOUNTPERMONTHYEAR;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW038A AMOUNT OF EXPECTED BENEFITS -1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W038A
Pension type [AB - Formula/Account/B - Account/A - Formula]
IWER: PROBE IF NECESSARY: How much [do/does] [you/he/she] expect to receive?
IWER: DO NOT PROBE DK/RF
Amount:
Per:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF EXPECTFUTUREBENEFITS IN W021B;
IF (piSecAStartInterviewA009_SelfPrxy = SLF);
IF W035A <> NONRESPONSE;
IF W035A <> 96;
*NOT(ELSE)*(IF W036A = PERCENTOFPAY);
IF W036A = AMOUNTPERMONTHYEAR;
IF W038A <> EMPTY AND W038A <> NONRESPONSE;
IF W038A <> 0;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW039A EXPECTED BENEFITS PER -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W039A
Pension type [AB - Formula/Account/B - Account/A - Formula]
IWER: 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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ133A AMOUNT OF EXPECTED BENEFITS - MIN -1
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.J133_
Question text: Do you expect a total of less than $____ per year, more than
$____ per year, or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $500, $1,000, $2,000, $3,000
RANDOM ENTRY POINTS: $1,000, $2,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X507
.................................................................................
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ134A AMOUNT OF EXPECTED BENEFITS - MAX -1
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.J134_
Question text: Do you expect a total of less than $____ per year, more than
$____ per year, or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $500, $1,000, $2,000, $3,000
RANDOM ENTRY POINTS: $1,000, $2,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X507
.................................................................................
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ135A AMOUNT OF EXPECTED BENEFITS - RESULT -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.J135_
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF EXPECTFUTUREBENEFITS IN W021B;
IF (piSecAStartInterviewA009_SelfPrxy = SLF);
IF W035A <> NONRESPONSE;
IF W035A <> 96;
*NOT(ELSE)*(IF W036A = PERCENTOFPAY);
*NOT(ELSE)*(IF W036A = AMOUNTPERMONTHYEAR);
IF W036A = LUMPSUM;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW041A EXPECTED BENEFITS-LUMP SUM -1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W041A
Pension type [AB - Formula/Account/B - Account/A - Formula]
IWER: ENTER LUMP SUM AMOUNT
Amount:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW001B TYPE OF PENSION PLAN -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].W001A
IF THIS IS THE FIRST PLAN and R HAS MORE THAN ONE PLAN (J085 ge 2 or 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 (J085 ge 2) or THE SECOND PLAN
FOR (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 ({J085 or J086}=1):
I would like to know what type of plan this was.
In some retirement plans, call them Type A, benefits are usually based on a
formula involving age, years of service and salary. In other plans, call them
Type B, money is accumulated in an account for [him/her].
NOTE: IF R HAS ALREADY BEEN THROUGH THE LOOP ONCE, THE EXPLANATION, ABOVE,
APPEARS IN PARENTHESES AND IS READ AT THE IWER's DISCRETION.
Was [his/her] plan Type A or Type B?
[IWER: IF R HAS MULTIPLE PLANS OF DIFFERENT TYPES, RECORD THEM AS SEPARATE PLANS
RATHER THAN COMBINING THEM AS 'BO
.................................................................................
3 1. TYPE A
2 2. TYPE B
3. BOTH TYPES
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1305 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
(W001A <> REFUSAL);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW043B HWP BENEFICIARY OF PENSION-B -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].W043A
Pension type [AB - Formula/Account/B - Account/A - Formula]
Did [you/Respondent's First Name's [husband/wife/partner]] or will
[you/[her/his] [you/husband/wife/partner]] receive any benefits from this plan?
.................................................................................
5 1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1305 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW002B AMOUNT IN PENSION WHEN LEFT-B -2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W002A
Pension type [AB - Formula/Account/B - Account/A - Formula]
[For the part of [her/his] pension where money was accumulated in an account,
how /How ] much money was in [her/his] account when [she/he] died?
IWER: IF R SAYS 'DOES NOT HAVE AN ACCOUNT', ENTER [-1]
IWER: DO NOT PROBE DK/RF
Amount:
.................................................................................
1 50000. Actual Value
1 99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1308 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW003B AMOUNT IN PENSION WHEN LEFT-B - MIN -2
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W003A
Question text: Did it amount to a total of less than $____ , more than $____ ,
or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $5,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X503
.................................................................................
1 5001. Value of Breakpoint
1309 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW004B AMOUNT IN PENSION WHEN LEFT-B - MAX -2
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W004A
Question text: Did it amount to a total of less than $____ , more than $____ ,
or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $5,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X503
.................................................................................
1 19999. Value of Breakpoint
1309 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW005B AMOUNT IN PENSION WHEN LEFT-B-RESULT -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W005A
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW044B1 DISPOSITION TO HWP OF PENSION-B -2-1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W044B[1]
Pension type [AB - Formula/Account/B - Account/A - Formula]
We are interested in what [you/Respondent's First Name's [husband/wife/partner]]
did with the money.
When [she/he] died, did [you/[her/his] [you/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, continue collecting all or part of the benefits, lose
the benefits, did [you/Respondent's First Name's [husband/wife/partner]] receive
or [are/is] [you/Respondent's First Name's [husband/wife/partner]] receiving one
or more installments, or what?
IWER: DO NOT PROBE BUT, CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP
QUESTIONS
.................................................................................
1 1. WITHDREW THE MONEY
1 2. ROLLED OVER INTO IRA
3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
5. CONTINUED COLLECTING ALL/ PART OF RESPONDENT'S BENEFITS
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1308 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW044B2 DISPOSITION TO HWP OF PENSION-B -2-2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W044B[1]
Pension type [AB - Formula/Account/B - Account/A - Formula]
We are interested in what [you/Respondent's First Name's [husband/wife/partner]]
did with the money.
When [she/he] died, did [you/[her/his] [you/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, continue collecting all or part of the benefits, lose
the benefits, did [you/Respondent's First Name's [husband/wife/partner]] receive
or [are/is] [you/Respondent's First Name's [husband/wife/partner]] receiving one
or more installments, or what?
Do not probe but IWER: CHOOSE ALL THAT APPLY and ask all appropriate follow-up
questions
.................................................................................
1. WITHDREW THE MONEY
2. ROLLED OVER INTO IRA
3. LEFT TO ACCUMULATE
4. CONVERT TO ANNUITY
5. CONTINUED COLLECTING ALL/ PART OF RESPONDENT'S BENEFITS
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF ((NOT (WITHDREWTHEMONEY IN W006B) AND NOT (LOSTBENEFITS IN W006B)) AND NOT
(WITHDREWTHEMONEY IN W044B)) AND NOT (LOSTBENEFITS IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW065B ALLOWED LUMP SUM PAYMENT-TYPE B -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W065A
Pension type [AB - Formula/Account/B - Account/A - Formula]
[Were you/Was [he/she]] allowed to receive benefits in a lump-sum payment?
.................................................................................
1 1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1309 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (((LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE IN W044B)) OR
(INSTALLMENTS IN W006B)) OR (INSTALLMENTS IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW008B AMOUNT LEFT IN OLD ACCOUNT-B--2
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: 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?
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (((LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE IN W044B)) OR
(INSTALLMENTS IN W006B)) OR (INSTALLMENTS IN W044B);
IF (INSTALLMENTS IN W006B) OR (INSTALLMENTS IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW063B TYPE B PENSION TOTAL AMT RECEIVED IN INSTALLMENTS -2
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W063A
Pension type [AB - Formula/Account/B - Account/A - Formula]
How much money in total did [you/he/she] receive in installments?
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (((LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE IN W044B)) OR
(INSTALLMENTS IN W006B)) OR (INSTALLMENTS IN W044B);
IF (LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW009B AMOUNT IN PENSION NOW-B -2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W009A
Pension type [AB - Formula/Account/B - Account/A - Formula]
How much is in that account now?
IWER: DO NOT PROBE DK/RF
Amount:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW010B AMOUNT IN PENSION NOW-B - MIN -2
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W010A
JW010_1 - JW012_1 Unfolding Sequence
Question text: Did it amount to less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $10,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X504
ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND
.................................................................................
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW011B AMOUNT IN PENSION NOW-B - MAX -2
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W011A
.................................................................................
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW012B AMOUNT IN PENSION NOW-B - RESULT -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W012A
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW013B AMOUNT CONVERTED TO ANNUITY-B-2
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: 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:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW014B AGE WHEN ANNUITY STARTED-B -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W014A
Pension type [AB - Formula/Account/B - Account/A - Formula]
How old [were/was] [you/Respondent's First Name's [husband/wife/partner]] when
[you/he/she] started receiving the benefits from that annuity?
50-80 Age
IWER: 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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW015B AMOUNT OF ANNUITY-B -2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: 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?
IWER: IF BENEFITS HAVE NOT YET STARTED, RECORD WHAT BENEFITS WILL BE.
Amount:
Per:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B);
IF ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW016B AMOUNT OF ANNUITY PER-B -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W016A
Pension type [AB - Formula/Account/B - Account/A - Formula]
IWER: 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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW049B ANNUITY BENEFITS DURATION-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W049A
Pension type [AB - Formula/Account/B - Account/A - Formula]
Will this payment continue as long as [you/R's FIRST NAME's
[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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B);
*NOT(ELSE)*(IF W049A = OTHERSPECIFY);
IF W049A = FORAFIXEDTIME;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW051B ANNUITY BENEFITS-UNTIL YR-2
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: 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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B);
*NOT(ELSE)*(IF W049A = OTHERSPECIFY);
IF W049A = FORAFIXEDTIME;
IF W051A = EMPTY;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW052B ANNUITY BENEFITS-UNTIL AGE-2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: 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:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B);
*NOT(ELSE)*(IF W049A = OTHERSPECIFY);
IF W049A = FORAFIXEDTIME;
IF W051A = EMPTY;
IF W051A = EMPTY AND W052A = EMPTY;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW053B ANNUITY BENEFITS-YEARS-2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: 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:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW018B AMOUNT OF PENSION ROLLOVER-B--2
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W018A
Pension type [AB - Formula/Account/B - Account/A - Formula]
How much did the rollover amount to?
Amount:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (WITHDREWTHEMONEY IN W006B) OR (WITHDREWTHEMONEY IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW056B HOW MUCH MONEY WITHDRAWN-2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: 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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (WITHDREWTHEMONEY IN W006B) OR (WITHDREWTHEMONEY IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW057B WHAT DONE WITH MONEY WITHDRAWN-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: 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
1 2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1309 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW021B1 DISPOSITION OF PENSION-A -2-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W021B[1]
IF R'S PLAN IS BOTH TYPE A AND TYPE B or R DIDN'T KNOW (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 R's FIRST NAME's [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 or a lump sum
payment 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 IWER: CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE
FOLLOW-UP QUESTIONS]
.................................................................................
1 1. EXPECT FUTURE BENEFITS
2 2. RECEIVING BENEFITS NOW
3. RECEIVED CASH SETTLEMENT/LUMP-SUM
4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1307 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW021B2 DISPOSITION OF PENSION-A -2-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W021B[2]
IF R'S PLAN IS BOTH TYPE A AND TYPE B or R DIDN'T KNOW (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 R's FIRST NAME's [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 or a lump sum
payment 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 IWER: CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE
FOLLOW-UP QUESTIONS]
.................................................................................
1. EXPECT FUTURE BENEFITS
2. RECEIVING BENEFITS NOW
3. RECEIVED CASH SETTLEMENT/LUMP-SUM
4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF NOT (RECEIVEDCASHSETTLEMENT IN W021B) AND NOT (LOSTBENEFITS IN W021B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW064B TYPE A PENS PLAN- CASH SETTLEMENT -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W064A
Pension type [AB - Formula/Account/B - Account/A - Formula]
Was [she/he] allowed to receive benefits as a cash settlement or a lump-sum
payment?
.................................................................................
1. YES
3 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1307 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF RECEIVINGBENEFITSNOW IN W021B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW023B MONTH START RECEIVING BENEFITS-A -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W023A
Pension type [AB - Formula/Account/B - Account/A - Formula]
In what month and year did [you/Respondent's First Name's
[husband/wife/partner]] start to receive these benefits?
Month:
Year:
.................................................................................
1. JAN
2. FEB
3. MAR
4. APR
5. MAY
1 6. JUN
7. JUL
8. AUG
1 9. SEP
10. OCT
11. NOV
12. DEC
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1308 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF RECEIVINGBENEFITSNOW IN W021B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW024B YEAR START RECEIVING BENEFITS-A -2
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: 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:
.................................................................................
2 2006. Actual Value
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1308 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF RECEIVINGBENEFITSNOW IN W021B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW025B AMOUNT OF BENEFITS -2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: 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?
IWER: DO NOT PROBE DK/RF
Amount:
Per:
.................................................................................
2 240-600. Actual Value
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1308 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF RECEIVINGBENEFITSNOW IN W021B;
IF W025A <> EMPTY AND W025A <> NONRESPONSE;
IF W025A <> 0;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW026B AMOUNT OF BENEFITS PER -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: 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?)
IWER: PROBE IF NECESSARY: Is that per month or year?
Amount: [AMOUNT OF BENEFITS]
Per:
.................................................................................
2 4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1308 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ116B AMOUNT OF PENSION BENEFITS - MIN -2
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.J116_
Question text: Did they amount to less than $____ per month, more than $____ per
month, or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $200, $400, $1,200, $1,600
RANDOM ENTRY POINTS: $400, $1,200
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X505
.................................................................................
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ117B AMOUNT OF PENSION BENEFITS - MAX -2
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.J117_
Question text: Did they amount to less than $____ per month, more than $____ per
month, or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $200, $400, $1,200, $1,600
RANDOM ENTRY POINTS: $400, $1,200
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X505
.................................................................................
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ118B AMOUNT OF PENSION BENEFITS - RESULT -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.J118_
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF RECEIVINGBENEFITSNOW IN W021B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW028B ADJUSTED FOR COST OF LIVING -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: 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 1. YES
1 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1308 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF RECEIVINGBENEFITSNOW IN W021B;
*NOT(ELSE)*(IF (W028A <> YES) AND (piWhichSection <> 1));
IF W028A = YES;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW059B BENEFITS ADJUSTED AUTOMATICALLY -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W059A
Pension type [AB - Formula/Account/B - Account/A - Formula]
Are the benefits adjusted automatically?
.................................................................................
1 1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1309 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF RECEIVEDCASHSETTLEMENT IN W021B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW030B AMOUNT OF CASH SETTLEMENT -2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W030A
Pension type [AB - Formula/Account/B - Account/A - Formula]
How much did the cash settlement amount to?
IWER: DO NOT PROBE DK/RF
Amount:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ123B AMOUNT OF CASH SETTLEMENT - MIN -2
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.J123_
Question text: Did it amount to a total of less than $____ , more than $____ ,
or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $2,000, $6,000, $60,000, $250,000
RANDOM ENTRY POINTS: $6,000, $60,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X506
.................................................................................
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ124B AMOUNT OF CASH SETTLEMENT - MAX -2
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.J124_
Question text: Did it amount to a total of less than $____ , more than $____ ,
or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $2,000, $6,000, $60,000, $250,000
RANDOM ENTRY POINTS: $6,000, $60,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X506
.................................................................................
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ125B AMOUNT OF CASH SETTLEMENT - RESULT -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.J125_
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW031B1 WHAT R DID W/ CASH -2-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W031B[1]
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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF ROLLEDOVERINTOIRA IN W021B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW033B AMOUNT OF ROLLOVER -2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: 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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF EXPECTFUTUREBENEFITS IN W021B;
IF (piSecAStartInterviewA009_SelfPrxy = SLF);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW035B AGE EXPECT TO REC BENEFITS -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W035A
Pension type [AB - Formula/Account/B - Account/A - Formula]
At what age [do/does] [you/Respondent's First Name's [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 57. Actual Value
96. Already receiving all benefits
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1309 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF EXPECTFUTUREBENEFITS IN W021B;
IF (piSecAStartInterviewA009_SelfPrxy = SLF);
IF W035A <> NONRESPONSE;
IF W035A <> 96;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW036B FORM OF EXPECTED BENEFITS -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: 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?
.................................................................................
1 2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1309 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF EXPECTFUTUREBENEFITS IN W021B;
IF (piSecAStartInterviewA009_SelfPrxy = SLF);
IF W035A <> NONRESPONSE;
IF W035A <> 96;
*NOT(ELSE)*(IF W036A = PERCENTOFPAY);
IF W036A = AMOUNTPERMONTHYEAR;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW038B AMOUNT OF EXPECTED BENEFITS -2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W038A
Pension type [AB - Formula/Account/B - Account/A - Formula]
IWER: PROBE IF NECESSARY: How much [do/does] [you/he/she] expect to receive?
IWER: DO NOT PROBE DK/RF
Amount:
Per:
.................................................................................
1 650. Actual Value
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1309 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF EXPECTFUTUREBENEFITS IN W021B;
IF (piSecAStartInterviewA009_SelfPrxy = SLF);
IF W035A <> NONRESPONSE;
IF W035A <> 96;
*NOT(ELSE)*(IF W036A = PERCENTOFPAY);
IF W036A = AMOUNTPERMONTHYEAR;
IF W038A <> EMPTY AND W038A <> NONRESPONSE;
IF W038A <> 0;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW039B EXPECTED BENEFITS PER -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W039A
Pension type [AB - Formula/Account/B - Account/A - Formula]
IWER: 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)
1309 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ133B AMOUNT OF EXPECTED BENEFITS - MIN -2
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.J133_
Question text: Do you expect a total of less than $____ per year, more than
$____ per year, or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $500, $1,000, $2,000, $3,000
RANDOM ENTRY POINTS: $1,000, $2,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X507
.................................................................................
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ134B AMOUNT OF EXPECTED BENEFITS - MAX -2
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.J134_
Question text: Do you expect a total of less than $____ per year, more than
$____ per year, or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $500, $1,000, $2,000, $3,000
RANDOM ENTRY POINTS: $1,000, $2,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X507
.................................................................................
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ135B AMOUNT OF EXPECTED BENEFITS - RESULT -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.J135_
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF EXPECTFUTUREBENEFITS IN W021B;
IF (piSecAStartInterviewA009_SelfPrxy = SLF);
IF W035A <> NONRESPONSE;
IF W035A <> 96;
*NOT(ELSE)*(IF W036A = PERCENTOFPAY);
*NOT(ELSE)*(IF W036A = AMOUNTPERMONTHYEAR);
IF W036A = LUMPSUM;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW041B EXPECTED BENEFITS-LUMP SUM -2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W041A
Pension type [AB - Formula/Account/B - Account/A - Formula]
IWER: ENTER LUMP SUM AMOUNT
Amount:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW001C TYPE OF PENSION PLAN -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].W001A
IF THIS IS THE FIRST PLAN and R HAS MORE THAN ONE PLAN (J085 ge 2 or 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 (J085 ge 2) or THE SECOND PLAN
FOR (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 ({J085 or J086}=1):
I would like to know what type of plan this was.
In some retirement plans, call them Type A, benefits are usually based on a
formula involving age, years of service and salary. In other plans, call them
Type B, money is accumulated in an account for [him/her].
NOTE: IF R HAS ALREADY BEEN THROUGH THE LOOP ONCE, THE EXPLANATION, ABOVE,
APPEARS IN PARENTHESES AND IS READ AT THE IWER's DISCRETION.
Was [his/her] plan Type A or Type B?
[IWER: IF R HAS MULTIPLE PLANS OF DIFFERENT TYPES, RECORD THEM AS SEPARATE PLANS
RATHER THAN COMBINING THEM AS 'BO
.................................................................................
1. TYPE A
2. TYPE B
3. BOTH TYPES
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
(W001A <> REFUSAL);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW043C HWP BENEFICIARY OF PENSION-B -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].W043A
Pension type [AB - Formula/Account/B - Account/A - Formula]
Did [you/Respondent's First Name's [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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW002C AMOUNT IN PENSION WHEN LEFT-B -3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W002A
Pension type [AB - Formula/Account/B - Account/A - Formula]
[For the part of [her/his] pension where money was accumulated in an account,
how /How ] much money was in [her/his] account when [she/he] died?
IWER: IF R SAYS 'DOES NOT HAVE AN ACCOUNT', ENTER [-1]
IWER: DO NOT PROBE DK/RF
Amount:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW003C AMOUNT IN PENSION WHEN LEFT-B - MIN -3
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W003A
Question text: Did it amount to a total of less than $____ , more than $____ ,
or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $5,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X503
.................................................................................
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW004C AMOUNT IN PENSION WHEN LEFT-B - MAX -3
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W004A
Question text: Did it amount to a total of less than $____ , more than $____ ,
or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $5,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X503
.................................................................................
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW005C AMOUNT IN PENSION WHEN LEFT-B-RESULT -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W005A
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW044C1 DISPOSITION TO HWP OF PENSION-B -3-1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W044B[1]
Pension type [AB - Formula/Account/B - Account/A - Formula]
We are interested in what [you/Respondent's First Name's [husband/wife/partner]]
did with the money.
When [she/he] died, did [you/[her/his] [you/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, continue collecting all or part of the benefits, lose
the benefits, did [you/Respondent's First Name's [husband/wife/partner]] receive
or [are/is] [you/Respondent's First Name's [husband/wife/partner]] receiving one
or more installments, 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 TO ACCUMULATE
4. CONVERT TO ANNUITY
5. CONTINUED COLLECTING ALL/ PART OF RESPONDENT'S BENEFITS
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (((LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE IN W044B)) OR
(INSTALLMENTS IN W006B)) OR (INSTALLMENTS IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW008C AMOUNT LEFT IN OLD ACCOUNT-B--3
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: 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?
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (((LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE IN W044B)) OR
(INSTALLMENTS IN W006B)) OR (INSTALLMENTS IN W044B);
IF (INSTALLMENTS IN W006B) OR (INSTALLMENTS IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW063C TYPE B PENSION TOTAL AMT RECEIVED IN INSTALLMENTS -3
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W063A
Pension type [AB - Formula/Account/B - Account/A - Formula]
How much money in total did [you/he/she] receive in installments?
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (((LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE IN W044B)) OR
(INSTALLMENTS IN W006B)) OR (INSTALLMENTS IN W044B);
IF (LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW009C AMOUNT IN PENSION NOW-B -3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W009A
Pension type [AB - Formula/Account/B - Account/A - Formula]
How much is in that account now?
IWER: DO NOT PROBE DK/RF
Amount:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW010C AMOUNT IN PENSION NOW-B - MIN -3
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W010A
JW010_1 - JW012_1 Unfolding Sequence
Question text: Did it amount to less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $10,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X504
ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND
.................................................................................
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW011C AMOUNT IN PENSION NOW-B - MAX -3
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W011A
.................................................................................
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW012C AMOUNT IN PENSION NOW-B - RESULT -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W012A
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW013C AMOUNT CONVERTED TO ANNUITY-B-3
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: 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:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW014C AGE WHEN ANNUITY STARTED-B -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W014A
Pension type [AB - Formula/Account/B - Account/A - Formula]
How old [were/was] [you/Respondent's First Name's [husband/wife/partner]] when
[you/he/she] started receiving the benefits from that annuity?
50-80 Age
IWER: 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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW015C AMOUNT OF ANNUITY-B -3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: 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?
IWER: IF BENEFITS HAVE NOT YET STARTED, RECORD WHAT BENEFITS WILL BE.
Amount:
Per:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B);
IF ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW016C AMOUNT OF ANNUITY PER-B -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W016A
Pension type [AB - Formula/Account/B - Account/A - Formula]
IWER: 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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW049C ANNUITY BENEFITS DURATION-3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W049A
Pension type [AB - Formula/Account/B - Account/A - Formula]
Will this payment continue as long as [you/R's FIRST NAME's
[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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B);
*NOT(ELSE)*(IF W049A = OTHERSPECIFY);
IF W049A = FORAFIXEDTIME;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW051C ANNUITY BENEFITS-UNTIL YR-3
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: 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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B);
*NOT(ELSE)*(IF W049A = OTHERSPECIFY);
IF W049A = FORAFIXEDTIME;
IF W051A = EMPTY;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW052C ANNUITY BENEFITS-UNTIL AGE-3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: 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:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B);
*NOT(ELSE)*(IF W049A = OTHERSPECIFY);
IF W049A = FORAFIXEDTIME;
IF W051A = EMPTY;
IF W051A = EMPTY AND W052A = EMPTY;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW053C ANNUITY BENEFITS-YEARS-3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: 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:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW018C AMOUNT OF PENSION ROLLOVER-B--3
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W018A
Pension type [AB - Formula/Account/B - Account/A - Formula]
How much did the rollover amount to?
Amount:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (WITHDREWTHEMONEY IN W006B) OR (WITHDREWTHEMONEY IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW056C HOW MUCH MONEY WITHDRAWN-3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: 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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW);
IF (WITHDREWTHEMONEY IN W006B) OR (WITHDREWTHEMONEY IN W044B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW057C WHAT DONE WITH MONEY WITHDRAWN-3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: 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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW021C1 DISPOSITION OF PENSION-A -3-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W021B[1]
IF R'S PLAN IS BOTH TYPE A AND TYPE B or R DIDN'T KNOW (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 R's FIRST NAME's [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 or a lump sum
payment 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 IWER: CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE
FOLLOW-UP QUESTIONS]
.................................................................................
1. EXPECT FUTURE BENEFITS
2. RECEIVING BENEFITS NOW
3. RECEIVED CASH SETTLEMENT/LUMP-SUM
4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF NOT (RECEIVEDCASHSETTLEMENT IN W021B) AND NOT (LOSTBENEFITS IN W021B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW064C TYPE A PENS PLAN- CASH SETTLEMENT -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W064A
Pension type [AB - Formula/Account/B - Account/A - Formula]
Was [she/he] allowed to receive benefits as a cash settlement or a lump-sum
payment?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF RECEIVINGBENEFITSNOW IN W021B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW023C MONTH START RECEIVING BENEFITS-A -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W023A
Pension type [AB - Formula/Account/B - Account/A - Formula]
In what month and year did [you/Respondent's First Name's
[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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF RECEIVINGBENEFITSNOW IN W021B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW024C YEAR START RECEIVING BENEFITS-A -3
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: 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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF RECEIVINGBENEFITSNOW IN W021B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW025C AMOUNT OF BENEFITS -3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: 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?
IWER: DO NOT PROBE DK/RF
Amount:
Per:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF RECEIVINGBENEFITSNOW IN W021B;
IF W025A <> EMPTY AND W025A <> NONRESPONSE;
IF W025A <> 0;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW026C AMOUNT OF BENEFITS PER -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: 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?)
IWER: 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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ116C AMOUNT OF PENSION BENEFITS - MIN -3
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.J116_
Question text: Did they amount to less than $____ per month, more than $____ per
month, or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $200, $400, $1,200, $1,600
RANDOM ENTRY POINTS: $400, $1,200
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X505
.................................................................................
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ117C AMOUNT OF PENSION BENEFITS - MAX -3
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.J117_
Question text: Did they amount to less than $____ per month, more than $____ per
month, or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $200, $400, $1,200, $1,600
RANDOM ENTRY POINTS: $400, $1,200
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X505
.................................................................................
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ118C AMOUNT OF PENSION BENEFITS - RESULT -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.J118_
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF RECEIVINGBENEFITSNOW IN W021B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW028C ADJUSTED FOR COST OF LIVING -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: 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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF RECEIVINGBENEFITSNOW IN W021B;
*NOT(ELSE)*(IF (W028A <> YES) AND (piWhichSection <> 1));
IF W028A = YES;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW059C BENEFITS ADJUSTED AUTOMATICALLY -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: 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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF RECEIVEDCASHSETTLEMENT IN W021B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW030C AMOUNT OF CASH SETTLEMENT -3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W030A
Pension type [AB - Formula/Account/B - Account/A - Formula]
How much did the cash settlement amount to?
IWER: DO NOT PROBE DK/RF
Amount:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ123C AMOUNT OF CASH SETTLEMENT - MIN -3
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.J123_
Question text: Did it amount to a total of less than $____ , more than $____ ,
or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $2,000, $6,000, $60,000, $250,000
RANDOM ENTRY POINTS: $6,000, $60,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X506
.................................................................................
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ124C AMOUNT OF CASH SETTLEMENT - MAX -3
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.J124_
Question text: Did it amount to a total of less than $____ , more than $____ ,
or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $2,000, $6,000, $60,000, $250,000
RANDOM ENTRY POINTS: $6,000, $60,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X506
.................................................................................
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ125C AMOUNT OF CASH SETTLEMENT - RESULT -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.J125_
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJW031C1 WHAT R DID W/ CASH -3-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W031B[1]
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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF ROLLEDOVERINTOIRA IN W021B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW033C AMOUNT OF ROLLOVER -3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: 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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF EXPECTFUTUREBENEFITS IN W021B;
IF (piSecAStartInterviewA009_SelfPrxy = SLF);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW035C AGE EXPECT TO REC BENEFITS -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W035A
Pension type [AB - Formula/Account/B - Account/A - Formula]
At what age [do/does] [you/Respondent's First Name's [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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF EXPECTFUTUREBENEFITS IN W021B;
IF (piSecAStartInterviewA009_SelfPrxy = SLF);
IF W035A <> NONRESPONSE;
IF W035A <> 96;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW036C FORM OF EXPECTED BENEFITS -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: 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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF EXPECTFUTUREBENEFITS IN W021B;
IF (piSecAStartInterviewA009_SelfPrxy = SLF);
IF W035A <> NONRESPONSE;
IF W035A <> 96;
*NOT(ELSE)*(IF W036A = PERCENTOFPAY);
IF W036A = AMOUNTPERMONTHYEAR;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW038C AMOUNT OF EXPECTED BENEFITS -3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W038A
Pension type [AB - Formula/Account/B - Account/A - Formula]
IWER: PROBE IF NECESSARY: How much [do/does] [you/he/she] expect to receive?
IWER: DO NOT PROBE DK/RF
Amount:
Per:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF EXPECTFUTUREBENEFITS IN W021B;
IF (piSecAStartInterviewA009_SelfPrxy = SLF);
IF W035A <> NONRESPONSE;
IF W035A <> 96;
*NOT(ELSE)*(IF W036A = PERCENTOFPAY);
IF W036A = AMOUNTPERMONTHYEAR;
IF W038A <> EMPTY AND W038A <> NONRESPONSE;
IF W038A <> 0;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW039C EXPECTED BENEFITS PER -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W039A
Pension type [AB - Formula/Account/B - Account/A - Formula]
IWER: 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)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ133C AMOUNT OF EXPECTED BENEFITS - MIN -3
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.J133_
Question text: Do you expect a total of less than $____ per year, more than
$____ per year, or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $500, $1,000, $2,000, $3,000
RANDOM ENTRY POINTS: $1,000, $2,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X507
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ134C AMOUNT OF EXPECTED BENEFITS - MAX -3
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.J134_
Question text: Do you expect a total of less than $____ per year, more than
$____ per year, or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $500, $1,000, $2,000, $3,000
RANDOM ENTRY POINTS: $1,000, $2,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X507
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UJ135C AMOUNT OF EXPECTED BENEFITS - RESULT -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.J135_
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((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.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J087_TypePenPlanLoop <> EMPTY;
IF (W043A <> NO) AND W043A <> NONRESPONSE;
IF ((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW);
IF EXPECTFUTUREBENEFITS IN W021B;
IF (piSecAStartInterviewA009_SelfPrxy = SLF);
IF W035A <> NONRESPONSE;
IF W035A <> 96;
*NOT(ELSE)*(IF W036A = PERCENTOFPAY);
*NOT(ELSE)*(IF W036A = AMOUNTPERMONTHYEAR);
IF W036A = LUMPSUM;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
UJW041C EXPECTED BENEFITS-LUMP SUM -3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W041A
Pension type [AB - Formula/Account/B - Account/A - Formula]
IWER: ENTER LUMP SUM AMOUNT
Amount:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
UVDATE 2006 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.
.................................................................................
135 1. Version 1
146 2. Version 2
226 3. Version 3
761 4. Version 4
42 5. Version 5
==========================================================================================
UVERSION 2006 EXIT FINAL RELEASE VERSION NUMBER
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
.................................................................................
1310 1. HRS 2006 Exit Final Release
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