==========================================================================================
Section K: LAST JOB (Respondent)
==========================================================================================
HHID HOUSEHOLD IDENTIFICATION NUMBER
Section: K Level: Respondent Type: Character Width: 6 Decimals: 0
.................................................................................
17217 000003-502761. Household Identification Number
==========================================================================================
PN RESPONDENT PERSON IDENTIFICATION NUMBER
Section: K Level: Respondent Type: Character Width: 3 Decimals: 0
.................................................................................
9139 010. Person Identifier
585 011. Person Identifier
27 012. Person Identifier
1 013. Person Identifier
5474 020. Person Identifier
157 021. Person Identifier
10 022. Person Identifier
691 030. Person Identifier
42 031. Person Identifier
3 032. Person Identifier
1027 040. Person Identifier
58 041. Person Identifier
3 042. Person Identifier
==========================================================================================
LSUBHH 2008 SUB HOUSEHOLD IDENTIFICATION NUMBER
Section: K Level: Respondent Type: Character Width: 1 Decimals: 0
.................................................................................
15991 0. Original sample household - no split from divorce or
separation of spouses or partners
634 1. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
469 2. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
47 5. Split household - one half of couple from SUBHH 1 or 2
7 6. Split household - one half of couple from SUBHH 1 or 2
68 7. Reunited household - respondents from split household
reunite
1 8. Split household - one half of couple from SUBHH 1 or 2
==========================================================================================
KSUBHH 2006 SUB HOUSEHOLD IDENTIFICATION NUMBER
Section: K Level: Respondent Type: Character Width: 1 Decimals: 0
.................................................................................
16153 0. Original sample household - no split from divorce or
separation of spouses or partners
545 1. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
413 2. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
36 5. Split household - one half of couple from SUBHH 1 or 2
5 6. Split household - one half of couple from SUBHH 1 or 2
64 7. Reunited household - respondents from split household
reunite
1 8. Split household - one half of couple from SUBHH 1 or 2
==========================================================================================
LPN_SP 2008 SPOUSE/PARTNER PERSON NUMBER
Section: K Level: Respondent Type: Character Width: 3 Decimals: 0
.................................................................................
4711 010. Person Identifier
468 011. Person Identifier
22 012. Person Identifier
1 013. Person Identifier
4199 020. Person Identifier
132 021. Person Identifier
7 022. Person Identifier
524 030. Person Identifier
35 031. Person Identifier
4 032. Person Identifier
808 040. Person Identifier
47 041. Person Identifier
4 042. Person Identifier
22 811. Spouse of Non-Original Respondent
3 812. Spouse of Non-Original Respondent
5 821. Spouse of Non-Original Respondent
1 822. Spouse of Non-Original Respondent
4 831. Spouse of Non-Original Respondent
4 841. Spouse of Non-Original Respondent
6216 Blank. INAP (Inapplicable); Partial Interview; Single R Household
==========================================================================================
LCSR 2008 WHETHER COVERSHEET RESPONDENT
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
.................................................................................
11898 1. Yes
18 3. 2nd Coverscreen R, answers not retained
5301 5. No
==========================================================================================
LFAMR 2008 WHETHER FAMILY RESPONDENT
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
.................................................................................
11814 1. Family R
4 3. 2nd Family R, answers not retained
5399 5. Non-Family R
==========================================================================================
LFINR 2008 WHETHER FINANCIAL RESPONDENT
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
.................................................................................
11843 1. Financial R
5 3. 2nd Financial R, answers not retained
5369 5. Non-Financial R
==========================================================================================
ASSIGN:
SecK.EMPHISTORY.K003_EverWrkPay :=
piSecKEMPHISTORYK003_EverWrkPay:
IF SecK.EMPHISTORY.K003_EverWrkPay <>
piSecKEMPHISTORYK003_EverWrkPay
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK003 WORK FOR PAY MORE THAN FEW MOS
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.EMPHISTORY.K003_EverWrkPay
Have you ever worked for pay for more than a few months?
.................................................................................
59 1. YES
13 5. NO
8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
17144 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASSIGN:
SecK.EMPHISTORY.K004_YrLastWrkPay :=
piSeckEMPHISTORYK004_YrLastWrkPay:
IF SecK.EMPHISTORY.K004_YrLastWrkPay <>
piSeckEMPHISTORYK004_YrLastWrkPay
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK004 LAST WRKED WHEN-YR
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecK.EMPHISTORY.K004_YrLastWrkPay
When did you last work for pay?
Year:
OR
Years ago:
.................................................................................
57 1978-2008. Actual Value
1 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
17159 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASSIGN:
SecK.EMPHISTORY.K005_YrsAgoWrkPay :=
piSecKEMPHISTORYK005_YrsAgoWrkPay:
IF SecK.EMPHISTORY.K005_YrsAgoWrkPay <>
piSecKEMPHISTORYK005_YrsAgoWrkPay
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE
IF K004_YrLastWrkPay = EMPTY
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK005 LAST WRKED WHEN-YRS AGO
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.EMPHISTORY.K005_YrsAgoWrkPay
(When did you last work for pay?)
Year:
OR
Years ago:
.................................................................................
1 10. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE
IF NOT (((K004_YrLastWrkPay < piInitA062T2YrsAgo_A) OR (K004_YrLastWrkPay >
YEAR (SYSDATE))) AND (K005_YrsAgoWrkPay = 0))
IF NOT ((K005_YrsAgoWrkPay > 2) AND (K004_YrLastWrkPay = 0))
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK006 LAST WRKED-MO
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.EMPHISTORY.K006_
In what month was that?
.................................................................................
2 1. JAN
4 2. FEB
3. MAR
4. APR
5. MAY
3 6. JUN
1 7. JUL
2 8. AUG
6 9. SEP
2 10. OCT
1 11. NOV
2 12. DEC
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17194 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASSIGN:
SecK.EMPHISTORY.K007_LstJobSelfOthEmp :=
piSecKEMPHISTORYK007_LstJobSelfOthEmp:
IF
SecK.EMPHISTORY.K007_LstJobSelfOthEmp <>
piSecKEMPHISTORYK007_LstJobSelfOthEmp
ASK:
IF piRVarsZ076_ReIwR_V <>
REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE
IF NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20))
IF (K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK007 SELF/OTHER EMPLOYED
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.EMPHISTORY.K007_LstJobSelfOthEmp
The next questions are about the last job you had. We're interested in your
situation near the end of this job. Did you work for someone else, were you
self-employed, or what?
If R says, 'I ran my own business' enter 'self-employed'
.................................................................................
47 1. SOMEONE ELSE
8 2. SELF-EMPLOYED
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17162 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE
IF NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20))
IF (K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK008M INDUSTRY - MASKED
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.EMPHISTORY.K008_IndLastJob
[What kind of business or industry did you work in-- that is, what did they make
or do at the place where you worked?/What industry did you work in? That is,
what did your company do or make? (What industry did you typically work in?)]
User Note: Code categories have been collapsed to protect participant
confidentiality.
.................................................................................
1 1. Agriculture, Forestry, Fishing, and Hunting (017 - 029)
2. Mining (037 - 049)
3 3. Utilities (057 - 069)
5 4. Construction (077)
6 5. Manufacturing (continued) (107 - 399)
6. Wholesale Trade (407 - 459)
6 7. Retail Trade (467 - 579)
10 8. Transportation and Warehousing (607 - 639)
1 9. Information (647 - 679)
2 10. Finance and Insurance (687 - 699)
1 11. Real Estate and Rental and Leasing (707 - 719)
1 12. Professional, Scientific, and Technical Services (727 - 749)
1 13. Management, Administrative and Support, and Waste (757 -
779)
5 14. Educational Services (786 - 789)
3 15. Health Care and Social Assistance (797 - 847)
2 16. Arts, Entertainment, and Recreation (856 - 859)
5 17. Accomodations and Food Services (866 - 869)
2 18. Other Services (Except Public Administration) (877 - 929)
19. Public Administration and Active Duty Military (937 - 987)
98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
17162 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE
IF NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20))
IF (K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK010M TYPE WRK DONE - MASKED
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.EMPHISTORY.K010_TypeWorkLastJob
What sort of work did you do? (Tell me a little more about what you did.)
User Note: Code categories have been collapsed to protect participant
confidentiality.
.................................................................................
4 1. Management Occupations (000 - 044)
2. Business Operations Specialists (050 - 073)
1 3. Financial Specialists (080 - 095)
1 4. Computer and Mathematical Occupations (100 - 124)
5. Architecture and Engineering Occupations (130 - 156)
6. Life, Physical, and Social Science Occupations (160 - 196)
7. Community and Social Services Occupations (200 - 206)
1 8. Legal Occupations (210 - 215)
3 9. Education, Training, and Library Occupations (220 - 255)
10. Arts, Design, Entertainment, Sports, and Media Occupations
(260 - 296)
3 11. Healthcare Practitioners and Technical Occupations (300 -
354)
12. Healthcare Support Occupations (360 - 365)
13. Protective Service Occupations (370 - 395)
4 14. Food Preparation and Serving Occupations (400 - 416)
5 15. Building and Grounds Cleaning and Maintenance Occupations
(420 - 425)
1 16. Personal Care and Service Occupations (430 - 465)
5 17. Sales Occupations (470 - 496)
10 18. Office and Administrative Support Occupations (500 - 593)
1 19. Farming, Fishing, and Forestry Occupations (600 - 613)
5 20. Construction Trades (620 - 676)
21. Extraction Workers (680 - 694)
2 22. Installation, Maintenance, and Repair Workers (700 - 762)
4 23. Production Occupations (770 - 896)
5 24. Transportation and Material Moving Occupations (900 - 975)
25. Military Specific Occupations (900 - 975)
99. Not Ascertained (dk;rf)
17162 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE
IF NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20))
IF (K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK011 HRS WRK PR WK
Section: K Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecK.EMPHISTORY.K011_
How many hours a week did you usually work [for that employer/in that business]?
Hours per week:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
54 6 140 41.96 18.35 17162
-----------------------------------------------------------------
1 998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE
IF NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20))
IF (K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL)
IF K007_LstJobSelfOthEmp <> SLFEMPD
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK012 COULD REDUCE HRS IF WANTED
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.EMPHISTORY.K012_
Not counting any overtime hours, could you have reduced the number of hours in
your regular work schedule?
.................................................................................
12 1. YES
25 5. NO
2 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17178 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE
IF NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20))
IF (K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL)
IF K007_LstJobSelfOthEmp <> SLFEMPD
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K012_ <> NO) AND K012_ <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK013 COULD REDUCE HRS IF WANTED- AFFECT PAY
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.EMPHISTORY.K013_
Could you have reduced your work hours by quite a lot, say to half what you
usually worked, without affecting either your hourly pay rate or your fringe
benefits?
.................................................................................
6 1. YES
6 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17205 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE
IF NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20))
IF (K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK014 WKS WRK PR YR
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.EMPHISTORY.K014_
Read slowly
Counting paid vacations as weeks of work, how many weeks a year did you usually
work?
# of weeks:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
52 5 52 47.65 10.40 17162
-----------------------------------------------------------------
3 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE
IF NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20))
IF (K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL)
IF ((K007_LstJobSelfOthEmp <> SLFEMPD) AND (piHHX023_Cohort_V <> AHEAD)) AND
(piHHX023_Cohort_V <> CODA)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK039 LAST JOB SALARIED OR HOURLY
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.EMPHISTORY.K039_
Were you salaried on that job, paid by the hour, or what?
.................................................................................
11 1. SALARIED
23 2. HOURLY
2 3. PIECEWORK/COMMISSION
1 7. OTHER/COMBINATION
2 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17178 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE
IF NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20))
IF (K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK015 EARNINGS WHEN LEFT
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 2
Ref: SecK.EMPHISTORY.K015_
How much were you earning, before deductions, when you [left that employer?
If respondent was a teacher, record annual salary/stopped working for the
business?]
If amount per hour, enter both dollars and cents
Amount:
Per:
.................................................................................
45 2-150000. Actual Value
9 9999998. DK (Don't Know); NA (Not Ascertained)
1 9999999. RF (Refused)
17162 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE
IF NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20))
IF (K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL)
IF (K015_ <> 0) AND K015_ <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK016 EARNINGS WHEN LEFT- PER
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.EMPHISTORY.K016_
(How much were you earning, before deductions, when you [left that employer?
If respondent was a teacher, record annual salary/stopped working for the
business?])
Amount: [EARNINGS WHEN LEFT]
Per:
.................................................................................
23 1. HOUR
6 2. WEEK
3. EVERY TWO WEEKS/BI-WEEKLY
4 4. MONTH
5. TWICE A MONTH
12 6. YEAR
7. OTHER (SPECIFY); including per visit, class, mile, job
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17172 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE
IF NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20))
IF (K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF K007_LstJobSelfOthEmp <> SLFEMPD
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK018 # OF EMPLOYEES AT LOCATION
Section: K Level: Respondent Type: Numeric Width: 7 Decimals: 0
Ref: SecK.EMPHISTORY.K018_
About how many employees worked for that company or organization at the location
where you worked?
Do not probe DK/RF
# Of employees:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
33 1 15000 737.52 2659.68 17178
-----------------------------------------------------------------
6 9999998. DK (Don't Know); NA (Not Ascertained)
9999999. RF (Refused)
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE
IF NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20))
IF (K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF K007_LstJobSelfOthEmp <> SLFEMPD
IF K018_ = NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK019 ESTIMATED # EMPLOYEES AT LOCATION
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.EMPHISTORY.K019_
Was it fewer than 5, 5 to 14, 15 to 24, 25 to 99, 100 to 499, or 500 or more?
.................................................................................
1. FEWER THAN 5
1 2. 5 TO 14
2 3. 15 TO 24
4. 25 TO 99
1 5. 100 TO 499
1 6. 500 OR MORE
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17211 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE
IF NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20))
IF (K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK020 TOTAL # OF EMPLOYEES
Section: K Level: Respondent Type: Numeric Width: 7 Decimals: 0
Ref: SecK.EMPHISTORY.K020_
About how many employees worked for that company or organization at all
locations?
Do not probe DK/RF
[ENTER '9999996' If only one location]
IWER: THE NUMBER MUST BE AT LEAST AS LARGE AS K018
# Of employees:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
30 1 110000 10693.40 25791.33 17170
-----------------------------------------------------------------
4 9999996. ONE LOCATION
13 9999998. DK (Don't Know); NA (Not Ascertained)
9999999. RF (Refused)
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE
IF NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20))
IF (K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF K020_ = NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK021 ESTIMATED TOTAL # EMPLOYEES
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.EMPHISTORY.K021_
Was it fewer than 5, 5 to 14, 15 to 24, 25 to 99, 100 to 499, or 500 or more?
.................................................................................
1. FEWER THAN 5
2. 5 TO 14
3. 15 TO 24
4. 25 TO 99
3 5. 100 TO 499
4 6. 500 OR MORE
6 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17204 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK022 START WRK-YR
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecK.EMPHISTORY.K022_YrStrtWrkPay
When did you start working for [that employer/[yourself ]]?
Year:
OR
Years ago:
OR
At age:
.................................................................................
52 1955-2008. Actual Value
3 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
17162 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE
IF K022_YrStrtWrkPay = EMPTY
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK023 START WRK-YRS AGO
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.EMPHISTORY.K023_YrsAgoStrtWrkPay
(When did you start working for [that employer/[yourself ]]?)
Year:
OR
Years ago:
OR
At age:
.................................................................................
1 11. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE
IF K022_YrStrtWrkPay = EMPTY
IF K023_YrsAgoStrtWrkPay = EMPTY
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK024 START WRK- AT AGE
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.EMPHISTORY.K024_AgeStrtWrkPay
(When did you start working for [that employer/[yourself ]]?)
Year:
OR
Years ago:
OR
At age:
.................................................................................
3 20-55. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17214 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE
IF NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20))
IF (K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK025 EARNINGS WHEN STARTED
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 2
Ref: SecK.EMPHISTORY.K025_
How much were you earning, before taxes and other deductions, when you started?
If amount per hour, enter both dollars and cents
Amount:
Per:
.................................................................................
42 0-115000. Actual Value
12 9999998. DK (Don't Know); NA (Not Ascertained)
1 9999999. RF (Refused)
17162 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE
IF NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20))
IF (K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL)
IF (K025_ <> 0) AND K025_ <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK026 EARNINGS WHEN STARTED- PER
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.EMPHISTORY.K026_
(How much were you earning, before taxes and other deductions, when you
started?)
Amount: [EARNINGS WHEN STARTED]
Per:
.................................................................................
21 1. HOUR
5 2. WEEK
3. EVERY TWO WEEKS/BI-WEEKLY
4 4. MONTH
5. TWICE A MONTH
11 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17176 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE
IF NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20))
IF (K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF K007_LstJobSelfOthEmp <> SLFEMPD
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK028 UNION CONTRACT/EMPLOYEE CONTRACT
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.EMPHISTORY.K028_
Were you covered on that job by a union or employee-association contract?
.................................................................................
7 1. YES
31 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17178 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE
IF NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20))
IF (K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK029M1 WHY LEFT EMPLOYER- 1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.EMPHISTORY.K029M[1]
Why did you [leave that employer?/stop working at this business?]
Probe if necessary: (Did the business close, were you laid off or let go, did
you have poor health or a disability, did you leave to take care of family
members, did you quit, did you retire, did ownership of your employment change,
did your pension rules change, or what?)
Do not probe but enter all that apply
.................................................................................
4 1. BUSINESS CLOSED; business moved or sold
7 2. LAID OFF/LET GO; temporary or seasonal job ended; contract
over; lack of work/clients/customers; downsizing;
reorganization; change of political administration; employer
died/too sick
11 3. POOR HEALTH/DISABLED; poor mental health; R died; death;
surgery; injury; old age
2 4. FAMILY CARE; marriage; pregnancy; child care; husband's
wishes; wanted more time at home; to be with family
5. Went to school/received more training
5 6. QUIT; bored/burned out; didn't like job/wanted a change;
problems with supervisor/co-workers; lack of pay/work
hours/promotion/benefits/help; dispute with employer; sexual
harassment; couldn't do work anymore; poor/dangerous working
conditions; too stressful
12 7. RETIRED
4 8. R (family) moved
9. OWNERSHIP CHANGED
10. PENSION RULES CHANGED
13. Strike
14. Divorce/Separation
15. Handed over responsibilities to other family members
16. Transportation; distance to work
23. To travel
24. Early retirement incentive/offer
25. Financially advantageous for R to not work (tax/IRS/Social
Security reasons)
93. Another job; self employment; start own business; work in
family business
94. Transferred; spouse transferred
95. R has not left/still has this job
96. R disputes record; did not work for named employer at last
wave
1 97. OTHER (SPECIFY)
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17170 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (K003_EverWrkPay <> NO) AND K003_EverWrkPay <> NONRESPONSE
IF NOT (((K004_YrLastWrkPay > 0) AND (K004_YrLastWrkPay < (YEAR (SYSDATE) -
20))) OR (K005_YrsAgoWrkPay > 20))
IF (K004_YrLastWrkPay <> REFUSAL) AND (K005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK029M2 WHY LEFT EMPLOYER- 2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.EMPHISTORY.K029M[2]
Why did you [leave that employer?/stop working at this business?]
Probe if necessary: (Did the business close, were you laid off or let go, did
you have poor health or a disability, did you leave to take care of family
members, did you quit, did you retire, did ownership of your employment change,
did your pension rules change, or what?)
Do not probe but enter all that apply
.................................................................................
1. BUSINESS CLOSED; business moved or sold
2. LAID OFF/LET GO; temporary or seasonal job ended; contract
over; lack of work/clients/customers; downsizing;
reorganization; change of political administration; employer
died/too sick
3. POOR HEALTH/DISABLED; poor mental health; R died; death;
surgery; injury; old age
4. FAMILY CARE; marriage; pregnancy; child care; husband's
wishes; wanted more time at home; to be with family
5. Went to school/received more training
6. QUIT; bored/burned out; didn't like job/wanted a change;
problems with supervisor/co-workers; lack of pay/work
hours/promotion/benefits/help; dispute with employer; sexual
harassment; couldn't do work anymore; poor/dangerous working
conditions; too stressful
7. RETIRED
8. R (family) moved
9. OWNERSHIP CHANGED
10. PENSION RULES CHANGED
13. Strike
14. Divorce/Separation
15. Handed over responsibilities to other family members
16. Transportation; distance to work
23. To travel
24. Early retirement incentive/offer
25. Financially advantageous for R to not work (tax/IRS/Social
Security reasons)
93. Another job; self employment; start own business; work in
family business
94. Transferred; spouse transferred
95. R has not left/still has this job
96. R disputes record; did not work for named employer at last
wave
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK031 INCLUDED IN PENSION PLAN
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.K031_
[Were/Aside from IRAs not sponsored by your business or Keogh plans, were] you
included in a pension or retirement plan, or in any tax deferred savings plan,
through your work when you worked for [that employer/[yourself ]]?
If R mentions ira or social security, note in comment box and say: I will ask
about these later in the interview. Here, I just want to find out about other
plans operated through your previous [employer/business].
.................................................................................
16 1. YES
39 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17162 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK032 # PENSION PLANS
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.K032_NumPensLstJob
In how many different pension plans were you included on this job?
1-8 plans
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
12 1 4 1.42 0.90 17205
-----------------------------------------------------------------
95. DENIES BEING INCLUDED IN PENSION PLAN
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K032_NumPensLstJob = DONTKNOW
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK033 ONE PLAN OR MORE
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.K033_
Is this just one plan or more than one?
.................................................................................
1. ONE PLAN
3. MORE THAN ONE
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW082A WHAT WAS THE PLAN CALLED - 1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].W082APlanType
Was it a 401(k), a Supplemental Retirement Account (SRA), defined benefit,
defined contribution, or what? (What did your former employer call it?)
.................................................................................
5 1. 401K PLAN
1 2. SUPPLEMENTAL RETIREMENT ACCOUNT (SRA)
2 3. DEFINED BENEFIT PLAN
1 4. DEFINED CONTRIBUTION PLAN
5. 401A PLAN
6. 403B PLAN
7. 457 PLAN
8. THRIFT/SAVINGS PLAN (TSP)
9. PROFIT-SHARING PLAN
10. EMPLOYEE STOCK OWNERSHIP PLAN (ESOP)
11. MONEY PURCHASE PLAN
12. PORTABLE CASH OPTION PLAN
13. EMPLOYEE STOCK PURCHASE PLAN (ESPP)
14. SEP OR SIMPLE PLAN
15. COMBINATION PLAN
16. CASH BALANCE PLAN
1 97. OTHER (SPECIFY)
2 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17205 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW001A TYPE OF PENSION PLAN-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].W001A
(Could you tell me a little more about this plan?)
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 you.[)]
Was your plan Type A or Type B?
If R has multiple plans of different types, record them as separate plans rather
than combining them as 'both'.
401-K, 403-b, 457, ESOP, SRA, (TSP) thrift/savings, stock/profit sharing, money
purchase plans, SEP/Simple, 401A, and cash balance plans are all type B
retirement plans
Type A plans are often called 'Defined Benefit' plans
Type B plans are often called 'Defined Contribution'
.................................................................................
4 1. TYPE A PLAN
7 2. TYPE B PLAN
3. BOTH PLAN TYPES
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17205 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW087A CONSISTENT WITH PLAN TYPE -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].W087_Consistency
.................................................................................
1 1. TYPE A CONSISTENT
6 2. TYPE B CONSISTENT
3. CASH BALANCE
5 4. INCONSISTENT
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17205 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW085A CERTAINTY ABOUT TYPE OF PLAN -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].W085A
Sometimes people are not sure about the type of retirement plans they have. We
are interested in how certain you are about the type of plans you had on that
job. Are you very certain, somewhat certain or not certain at all that you
actually had (a) [TYPE OF PENSION PLAN]?
.................................................................................
8 1. VERY CERTAIN
1 2. SOMEWHAT CERTAIN
2 3. NOT CERTAIN AT ALL
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17206 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW034A NUMBER OF YEARS IN PLAN -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].W034A
How many years altogether were you included in this plan?
INCLUDE years with other employers if same plan
ROUND the value to the nearest year
0-50 years
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
11 1 38 20.27 10.90 17206
-----------------------------------------------------------------
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF piW087_Consistency <> TYPEACONSISTENT
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW002A AMOUNT IN PENS WHEN LEFT-B -1
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W002A
[For the part of your pension where money is accumulated in an account, how
/How] much money was in your account when you left that [business/employer/job]?
If R says 'does not have an account', enter [99999996]
Do not probe dk/rf
Amount:
.................................................................................
6 3400-1500000. Actual Value
1 99999996. DOES NOT HAVE AN ACCOUNT
3 99999998. DK (Don't Know); NA (Not Ascertained)
1 99999999. RF (Refused)
17206 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW003A AMOUNT IN PENSION WHEN LEFT-B - MIN -1
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W003A
Unfolding Procedure: UNFM_2UP1DOWN (Min)
Did it amount to a total of ...
Breakpoints: 5000/20000/50000/150000
.................................................................................
3 0. Value of Breakpoint
1 5001. Value of Breakpoint
17213 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW004A AMOUNT IN PENSION WHEN LEFT-B - MAX -1
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W004A
.................................................................................
1 19999. Value of Breakpoint
3 99999996. Greater than Maximum Breakpoint
17213 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW005A AMOUNT IN PENSION WHEN LEFT-B - RESULT -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W005A
.................................................................................
2 98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
17214 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW097A1 DISPOSITION OF PENSION-B -1 -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W097B[1]
When you [retired,/left that FLWEmployerBusiness,] what did you do with that
plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, did you transfer it to a new
employer, did you lose your benefits, did you receive or are you receiving one
or more installments or irregular payments, or what?)
Do not probe but choose all that apply and ask all appropriate follow-up
questions
.................................................................................
1 1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
3 3. LEFT IN THE PLAN
1 4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
7 8. RECEIVING BENEFITS NOW
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17205 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW097A2 DISPOSITION OF PENSION-B -1 -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W097B[2]
When you [retired,/left that FLWEmployerBusiness,] what did you do with that
plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, did you transfer it to a new
employer, did you lose your benefits, did you receive or are you receiving one
or more installments or irregular payments, or what?)
Do not probe but choose all that apply and ask all appropriate follow-up
questions
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
3. LEFT IN THE PLAN
1 4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW097A3 DISPOSITION OF PENSION-B -1 -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W097B[3]
When you [retired,/left that FLWEmployerBusiness,] what did you do with that
plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, did you transfer it to a new
employer, did you lose your benefits, did you receive or are you receiving one
or more installments or irregular payments, or what?)
Do not probe but choose all that apply and ask all appropriate follow-up
questions
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF LEFTTOACCUMULATE IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW088A ALLOWED LUMP SUM PAYMENT-TYPE B -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W088A
[For the part of the money that you left in the plan, do/Do] you expect to
receive benefits from this plan in the form of regular monthly or annual
payments at some time in the future?
.................................................................................
2 1. YES
1 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17214 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF NOT (WITHDREWTHEMONEY IN W097B) AND NOT (LOSTBENEFITS IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW065A ALLOWED LUMP SUM PAYMENT-TYPE B -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W065A
Were you allowed to receive benefits as a cash settlement or a lump-sum payment?
.................................................................................
5 1. YES
5 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17206 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (LEFTTOACCUMULATE IN W097B) OR (INSTALLMENTS IN W097B)
IF LEFTTOACCUMULATE IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW008A AMOUNT LEFT IN OLD ACCOUNT-B -1
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W008A
How much money did you leave in the old plan?
Amount:
.................................................................................
3 7000-100000. Actual Value
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
17214 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (LEFTTOACCUMULATE IN W097B) OR (INSTALLMENTS IN W097B)
IF INSTALLMENTS IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW063A TYPE B PENSION TOTAL AMT RECEIVED IN INSTALLMENTS -1
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W063A
How much money in total did you receive in installments or irregular payments in
the last calendar year?
Amount:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (LEFTTOACCUMULATE IN W097B) OR (INSTALLMENTS IN W097B)
IF (piW087_Consistency <> TYPEACONSISTENT) AND (W002A <> -2)
IF LEFTTOACCUMULATE IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW009A AMOUNT IN PENSION NOW-B -1
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W009A
How much is in that account now?
Do not probe dk/rf
Amount:
.................................................................................
3 7000-100000. Actual Value
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
17214 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW010A AMOUNT IN PENSION NOW-B - MIN -1
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W010A
Unfolding Procedure: UNFM_2UP1DOWN (Min)
Did it amount to a total of ...
Breakpoints: 5000/20000/50000/150000
.................................................................................
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW011A AMOUNT IN PENSION NOW-B - MAX -1
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W011A
.................................................................................
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW012A AMOUNT IN PENSION NOW-B - RESULT -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W012A
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
IF (NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)) OR
(CONVERTTOANNUITY IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW013A AMOUNT CONVERTED TO ANNUITY-B -1
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W013A
How much did you (convert to/purchase as) an annuity?
Amount:
.................................................................................
2 110000-1500000. Actual Value
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
17215 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW014A AGE WHEN ANNUITY STARTED-B -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W014A
How old were you when you started receiving benefits?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months
50-80 Age
.................................................................................
8 52-69. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17209 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
IF W014A <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW086A REPORT AGE AND MONTHS -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W086A
If R reports AGE and months, enter number of months
If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW015A AMOUNT OF ANNUITY-B -1
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W015A
How much are the benefits per month or year?
If benefits have not yet started, record what benefits will be
Amount:
Per:
.................................................................................
7 285-39000. Actual Value
99999998. DK (Don't Know); NA (Not Ascertained)
1 99999999. RF (Refused)
17209 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
IF ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW016A AMOUNT OF ANNUITY PER-B -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W016A
PROBE if necessary: Is that per month or year?
Amount: $[AMOUNT OF ANNUITY-B]
Per:
.................................................................................
5 4. MONTH
2 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17210 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
IF ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW028A ADJUSTED FOR COST OF LIVING -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W028A
Are the benefits adjusted for changes in the cost of living?
.................................................................................
1 1. YES
6 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17210 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
IF ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL)
IF W028A = YES
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW059A BENEFITS ADJUSTED AUTOMATICALLY -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W059A
Are the benefits adjusted automatically?
.................................................................................
1 1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW049A ANNUITY BENEFITS DURATION -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W049A
Will this payment continue[ only] as long as you live, [as long as either you or
your [ husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
5 1. AS LONG AS R LIVES
1 2. AS LONG AS R OR SPOUSE/PARTNER LIVES
2 3. FOR A FIXED TIME PERIOD
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17209 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
NOT(IF W049A = OTHERSPECIFY)
IF W049A = FORAFIXEDTIME
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW051A ANNUITY BENEFITS-UNTIL YR -1
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W051A
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
1 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
NOT(IF W049A = OTHERSPECIFY)
IF W049A = FORAFIXEDTIME
IF W051A = EMPTY
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW052A ANNUITY BENEFITS-UNTIL AGE -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W052A
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
NOT(IF W049A = OTHERSPECIFY)
IF W049A = FORAFIXEDTIME
IF W051A = EMPTY
IF W051A = EMPTY AND W052A = EMPTY
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW053A ANNUITY BENEFITS-YEARS -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W053A
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
1 10. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW054A SPP DIE WILL ANNUITY INCOME -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W054A
If you or your [ husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
6 1. CHANGE
2 3. STAY THE SAME
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17209 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ROLLEDOVERINTOIRA IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW018A AMOUNT OF PENSION ROLLOVER-B -1
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W018A
How much did the rollover amount to?
Amount:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW019A AMOUNT OF TRANSFER-B -1
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W019A
How much did the transfer amount to?
Amount:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF WITHDREWTHEMONEY IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW056A HOW MUCH MONEY WITHDRAWN -1
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W056A
How much money did you withdraw or how much was the lump sum or cash settlement
you received?
Amount:
.................................................................................
1 3400. Actual Value
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF WITHDREWTHEMONEY IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW057A WHAT DONE WITH MONEY WITHDRAWN -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W057A
What did you do with the money?
.................................................................................
1 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)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW035A AGE EXPECT TO REC BENEFITS -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W035A
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months
40-94 age
96 Already receiving benefits
.................................................................................
2 65-70. Actual Value
96. ALREADY RECEIVING BENEFITS
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17215 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW098A AGE AND MONTHS R REPORTED -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W098A
If R reports AGE and months, enter number of months
If R did not mention months, press [ENTER] to continue
.................................................................................
1 6. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW036A FORM OF EXPECTED BENEFITS -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W036A
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
.................................................................................
1. PERCENT OF PAY
2 2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17215 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
IF W036A = PERCENTOFPAY
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW037A EXPECTED BENEFIT-PCT FINAL PAY-A -1
Section: K Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W037A
ENTER percent of final pay
1-100 percent
Percent:
.................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
17217 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 (i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
NOT(IF W036A = PERCENTOFPAY)
IF W036A = AMOUNTPERMONTHYEAR
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW038A AMOUNT OF EXPECTED BENEFITS -1
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W038A
PROBE if necessary: How much do you expect to receive?
Do not probe dk/rf
Amount:
Per:
.................................................................................
2 1000. Actual Value
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
17215 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LK133A AMT OF EXPECTED BENEFITS-MIN -1
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.J133_
Unfolding Procedure: UNFM_1UP2DOWN (Min)
Do you expect a total of ... per year
Breakpoints: 500/1000/2000/3000
.................................................................................
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LK134A AMOUNT OF EXPECTED BENEFITS - MAX -1
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.J134_
.................................................................................
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LK135A AMOUNT OF EXPECTED BENEFITS - RESULT -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.J135_
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 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 (i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
NOT(IF W036A = PERCENTOFPAY)
IF W036A = AMOUNTPERMONTHYEAR
IF W038A <> EMPTY AND W038A <> NONRESPONSE
IF W038A <> 0
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW039A EXPECTED BENEFITS PER -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W039A
PROBE if necessary: Is that per month or year?
Amount: [AMOUNT OF EXPECTED BENEFITS]
Per:
.................................................................................
2 4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17215 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
IF W036A = LUMPSUM
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW041A EXPECTED BENEFITS-LUMP SUM -1
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W041A
ENTER lump sum amount
Amount:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW089A ANNUITY BENEFITS DURATION -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W089A
Will this payment continue[ only] as long as you live, [as long as either you or
your [ husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
1 1. AS LONG AS R LIVES
1 2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17215 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
NOT(IF W089A = OTHERSPECIFY)
IF W089A = FORAFIXEDTIME
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW091A ANNUITY BENEFITS-UNTIL YR -1
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W091A
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
17217 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 (i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
NOT(IF W089A = OTHERSPECIFY)
IF W089A = FORAFIXEDTIME
IF W091A = EMPTY
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW092A ANNUITY BENEFITS-UNTIL AGE -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W092A
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
NOT(IF W089A = OTHERSPECIFY)
IF W089A = FORAFIXEDTIME
IF W091A = EMPTY
IF W091A = EMPTY AND W092A = EMPTY
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW093A ANNUITY BENEFITS-YEARS -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W093A
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW094A SPP DIE WILL ANNUITY INCOME -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W094A
If you or your [ husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
1. CHANGE
1 3. STAY THE SAME
7. OTHER (SPECIFY)
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17215 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((W041A = EMPTY AND ((piSecAStartInterviewA009_SelfPrxy = SLF))) AND
((W088A = YES) OR (RECEIVING IN W097B))) AND (LEFTTOACCUMULATE IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW096A PLAN MONEY SAME AS BENEFITS -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W096A
IF R EXPECTS TO RECEIVE FUTURE BENEFITS:
You mentioned that you left money in this plan and you expect future benefits
from this plan. Is the money you reported leaving in the plan the same as the
money that will finance your future benefits?
IF R IS CURRENTLY RECEIVING BENEFITS:
You mentioned that you left money in this plan and you are currently receiving
benefits from this plan. Is the money you reported leaving in the plan the same
as the money financing the benefits you are drawing from?
.................................................................................
1. NO, DIFFERENT MONEY
2 2. YES, THE SAME MONEY
3. YES, PARTLY THE SAME
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17215 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW042A EARLIEST AGE LEAVE/REC PENSION-1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].W042EarlyAgeRecPen
What is the earliest age at which you could have left that job and begun to
receive pension benefits from this plan?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months
30-80 age
95 No age requirement
.................................................................................
7 45-65. Actual Value
2 95. NO AGE REQUIREMENT
3 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17205 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W042EarlyAgeRecPen <> 95) AND W042EarlyAgeRecPen <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW077A EARLIEST AGE LEAVE/REC PENSION-MONTHS -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].W077_
If R reports AGE and months, enter number of months
If R did not mention months, press [ENTER] to continue
.................................................................................
1 6. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW082B WHAT WAS THE PLAN CALLED - 2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].W082APlanType
Was it a 401(k), a Supplemental Retirement Account (SRA), defined benefit,
defined contribution, or what? (What did your former employer call it?)
.................................................................................
1 1. 401K PLAN
2. SUPPLEMENTAL RETIREMENT ACCOUNT (SRA)
3. DEFINED BENEFIT PLAN
1 4. DEFINED CONTRIBUTION PLAN
5. 401A PLAN
6. 403B PLAN
7. 457 PLAN
8. THRIFT/SAVINGS PLAN (TSP)
9. PROFIT-SHARING PLAN
10. EMPLOYEE STOCK OWNERSHIP PLAN (ESOP)
11. MONEY PURCHASE PLAN
12. PORTABLE CASH OPTION PLAN
13. EMPLOYEE STOCK PURCHASE PLAN (ESPP)
14. SEP OR SIMPLE PLAN
15. COMBINATION PLAN
16. CASH BALANCE PLAN
1 97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17214 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW001B TYPE OF PENSION PLAN-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].W001A
(Could you tell me a little more about this plan?)
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 you.[)]
Was your plan Type A or Type B?
If R has multiple plans of different types, record them as separate plans rather
than combining them as 'both'.
401-K, 403-b, 457, ESOP, SRA, (TSP) thrift/savings, stock/profit sharing, money
purchase plans, SEP/Simple, 401A, and cash balance plans are all type B
retirement plans
Type A plans are often called 'Defined Benefit' plans
Type B plans are often called 'Defined Contribution'
.................................................................................
2 1. TYPE A PLAN
1 2. TYPE B PLAN
3. BOTH PLAN TYPES
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17214 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW087B CONSISTENT WITH PLAN TYPE -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].W087_Consistency
.................................................................................
1. TYPE A CONSISTENT
1 2. TYPE B CONSISTENT
3. CASH BALANCE
2 4. INCONSISTENT
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17214 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW085B CERTAINTY ABOUT TYPE OF PLAN -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].W085A
Sometimes people are not sure about the type of retirement plans they have. We
are interested in how certain you are about the type of plans you had on that
job. Are you very certain, somewhat certain or not certain at all that you
actually had (a) [TYPE OF PENSION PLAN]?
.................................................................................
3 1. VERY CERTAIN
2. SOMEWHAT CERTAIN
3. NOT CERTAIN AT ALL
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17214 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW034B NUMBER OF YEARS IN PLAN -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].W034A
How many years altogether were you included in this plan?
INCLUDE years with other employers if same plan
ROUND the value to the nearest year
0-50 years
.................................................................................
3 13-20. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17214 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF piW087_Consistency <> TYPEACONSISTENT
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW002B AMOUNT IN PENS WHEN LEFT-B -2
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W002A
[For the part of your pension where money is accumulated in an account, how
/How] much money was in your account when you left that [business/employer/job]?
If R says 'does not have an account', enter [99999996]
.................................................................................
2 65000-200000. Actual Value
99999996. DOES NOT HAVE AN ACCOUNT
1 99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
17214 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW003B AMOUNT IN PENSION WHEN LEFT-B - MIN -2
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W003A
Unfolding Procedure: UNFM_2UP1DOWN (Min)
Did it amount to a total of ...
Breakpoints: 5000/20000/50000/150000
.................................................................................
1 0. Value of Breakpoint
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW004B AMOUNT IN PENSION WHEN LEFT-B - MAX -2
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W004A
.................................................................................
1 99999996. Greater than Maximum Breakpoint
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW005B AMOUNT IN PENSION WHEN LEFT-B - RESULT -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W005A
.................................................................................
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW097B1 DISPOSITION OF PENSION-B -2 -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W097B[1]
When you [retired,/left that [business/employer/job],] what did you do with that
plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, did you transfer it to a new
employer, did you lose your benefits, did you receive or are you receiving one
or more installments or irregular payments, or what?)
Do not probe but choose all that apply and ask all appropriate follow-up
questions
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
2 3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
1 8. RECEIVING BENEFITS NOW
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17214 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW097B2 DISPOSITION OF PENSION-B -2 -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W097B[2]
When you [retired,/left that [business/employer/job],] what did you do with that
plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, did you transfer it to a new
employer, did you lose your benefits, did you receive or are you receiving one
or more installments or irregular payments, or what?)
Do not probe but choose all that apply and ask all appropriate follow-up
questions
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF LEFTTOACCUMULATE IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW088B ALLOWED LUMP SUM PAYMENT-TYPE B -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W088A
[For the part of the money that you left in the plan, do/Do] you expect to
receive benefits from this plan in the form of regular monthly or annual
payments at some time in the future?
.................................................................................
2 1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17215 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF NOT (WITHDREWTHEMONEY IN W097B) AND NOT (LOSTBENEFITS IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW065B ALLOWED LUMP SUM PAYMENT-TYPE B -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W065A
Were you 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)
17214 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (LEFTTOACCUMULATE IN W097B) OR (INSTALLMENTS IN W097B)
IF LEFTTOACCUMULATE IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW008B AMOUNT LEFT IN OLD ACCOUNT-B -2
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W008A
How much money did you leave in the old plan?
Amount:
.................................................................................
2 62000-200000. Actual Value
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
17215 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (LEFTTOACCUMULATE IN W097B) OR (INSTALLMENTS IN W097B)
IF INSTALLMENTS IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW063B TYPE B PENSION TOTAL AMT RECEIVED IN INSTALLMENTS -2
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W063A
How much money in total did you receive in installments or irregular payments in
the last calendar year?
Amount:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (LEFTTOACCUMULATE IN W097B) OR (INSTALLMENTS IN W097B)
IF (piW087_Consistency <> TYPEACONSISTENT) AND (W002A <> -2)
IF LEFTTOACCUMULATE IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW009B AMOUNT IN PENSION NOW-B -2
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W009A
How much is in that account now?
Do not probe dk/rf
Amount:
.................................................................................
2 62000-300000. Actual Value
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
17215 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW010B AMOUNT IN PENSION NOW-B - MIN -2
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W010A
Unfolding Procedure: UNFM_2UP1DOWN (Min)
Did it amount to a total of ...
Breakpoints: 5000/20000/50000/150000
.................................................................................
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW011B AMOUNT IN PENSION NOW-B - MAX -2
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W011A
.................................................................................
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW012B AMOUNT IN PENSION NOW-B - RESULT -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W012A
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
IF (NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)) OR
(CONVERTTOANNUITY IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW013B AMOUNT CONVERTED TO ANNUITY-B -2
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W013A
How much did you (convert to/purchase as) an annuity?
Amount:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW014B AGE WHEN ANNUITY STARTED-B -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W014A
How old were you when you started receiving benefits?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months
50-80 Age
.................................................................................
1 62. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
IF W014A <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW086B REPORT AGE AND MONTHS -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W086A
If R reports AGE and months, enter number of months
If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW015B AMOUNT OF ANNUITY-B -2
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W015A
How much are the benefits per month or year?
If benefits have not yet started, record what benefits will be
Amount:
Per:
.................................................................................
1 4800. Actual Value
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
IF ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW016B AMOUNT OF ANNUITY PER-B -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W016A
PROBE if necessary: Is that per month or year?
Amount: $[AMOUNT OF ANNUITY-B]
Per:
.................................................................................
4. MONTH
1 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
IF ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW028B ADJUSTED FOR COST OF LIVING -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W028A
Are the benefits adjusted for changes in the cost of living?
.................................................................................
1. YES
1 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
IF ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL)
IF W028A = YES
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW059B BENEFITS ADJUSTED AUTOMATICALLY -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W059A
Are the benefits adjusted automatically?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW049B ANNUITY BENEFITS DURATION -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W049A
Will this payment continue[ only] as long as you live, [as long as either you or
your [ husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
1 1. AS LONG AS R LIVES
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
NOT(IF W049A = OTHERSPECIFY)
IF W049A = FORAFIXEDTIME
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW051B ANNUITY BENEFITS-UNTIL YR -2
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W051A
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
NOT(IF W049A = OTHERSPECIFY)
IF W049A = FORAFIXEDTIME
IF W051A = EMPTY
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW052B ANNUITY BENEFITS-UNTIL AGE -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W052A
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
NOT(IF W049A = OTHERSPECIFY)
IF W049A = FORAFIXEDTIME
IF W051A = EMPTY
IF W051A = EMPTY AND W052A = EMPTY
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW053B ANNUITY BENEFITS-YEARS -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W053A
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW054B SPP DIE WILL ANNUITY INCOME -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W054A
If you or your [ husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
1. CHANGE
1 3. STAY THE SAME
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ROLLEDOVERINTOIRA IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW018B AMOUNT OF PENSION ROLLOVER-B -2
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W018A
How much did the rollover amount to?
Amount:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW019B AMOUNT OF TRANSFER-B -2
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W019A
How much did the transfer amount to?
Amount:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF WITHDREWTHEMONEY IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW056B HOW MUCH MONEY WITHDRAWN -2
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W056A
How much money did you withdraw or how much was the lump sum or cash settlement
you received?
Amount:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF WITHDREWTHEMONEY IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW057B WHAT DONE WITH MONEY WITHDRAWN -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W057A
What did you do with the money?
.................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW035B AGE EXPECT TO REC BENEFITS -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W035A
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months
40-94 age
96 Already receiving benefits
.................................................................................
2 62-65. Actual Value
96. ALREADY RECEIVING BENEFITS
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17215 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW098B AGE AND MONTHS R REPORTED -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W098A
If R reports AGE and months, enter number of months
If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW036B FORM OF EXPECTED BENEFITS -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W036A
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
.................................................................................
1. PERCENT OF PAY
1 2. AMOUNT PER MONTH/YEAR
1 3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17215 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
IF W036A = PERCENTOFPAY
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW037B EXPECTED BENEFIT-PCT FINAL PAY-A -2
Section: K Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W037A
ENTER percent of final pay
1-100 percent
Percent:
.................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
17217 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 (i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
NOT(IF W036A = PERCENTOFPAY)
IF W036A = AMOUNTPERMONTHYEAR
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW038B AMOUNT OF EXPECTED BENEFITS -2
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W038A
PROBE if necessary: How much do you expect to receive?
Do not probe dk/rf
Amount:
Per:
.................................................................................
1 99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LK133B AMT OF EXPECTED BENEFITS-MIN -2
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.J133_
Unfolding Procedure: UNFM_1UP2DOWN (Min)
Do you expect a total of ... per year
Breakpoints: 500/1000/2000/3000
.................................................................................
1 2000. Value of Breakpoint
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LK134B AMOUNT OF EXPECTED BENEFITS - MAX -2
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.J134_
.................................................................................
1 2000. Value of Breakpoint
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LK135B AMOUNT OF EXPECTED BENEFITS - RESULT -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.J135_
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 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 (i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
NOT(IF W036A = PERCENTOFPAY)
IF W036A = AMOUNTPERMONTHYEAR
IF W038A <> EMPTY AND W038A <> NONRESPONSE
IF W038A <> 0
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW039B EXPECTED BENEFITS PER -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W039A
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)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
IF W036A = LUMPSUM
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW041B EXPECTED BENEFITS-LUMP SUM -2
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W041A
ENTER lump sum amount
Amount:
.................................................................................
1 62000. Actual Value
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW089B ANNUITY BENEFITS DURATION -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W089A
Will this payment continue[ only] as long as you live, [as long as either you or
your [ husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
1. AS LONG AS R LIVES
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
1 3. FOR A FIXED TIME PERIOD
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
NOT(IF W089A = OTHERSPECIFY)
IF W089A = FORAFIXEDTIME
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW091B ANNUITY BENEFITS-UNTIL YR -2
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W091A
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
1 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
17216 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 (i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
NOT(IF W089A = OTHERSPECIFY)
IF W089A = FORAFIXEDTIME
IF W091A = EMPTY
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW092B ANNUITY BENEFITS-UNTIL AGE -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W092A
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
NOT(IF W089A = OTHERSPECIFY)
IF W089A = FORAFIXEDTIME
IF W091A = EMPTY
IF W091A = EMPTY AND W092A = EMPTY
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW093B ANNUITY BENEFITS-YEARS -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W093A
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW094B SPP DIE WILL ANNUITY INCOME -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W094A
If you or your [ husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
1. CHANGE
1 3. STAY THE SAME
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((W041A = EMPTY AND ((piSecAStartInterviewA009_SelfPrxy = SLF))) AND
((W088A = YES) OR (RECEIVING IN W097B))) AND (LEFTTOACCUMULATE IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW096B PLAN MONEY SAME AS BENEFITS -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W096A
IF R EXPECTS TO RECEIVE FUTURE BENEFITS:
You mentioned that you left money in this plan and you expect future benefits
from this plan. Is the money you reported leaving in the plan the same as the
money that will finance your future benefits?
IF R IS CURRENTLY RECEIVING BENEFITS:
You mentioned that you left money in this plan and you are currently receiving
benefits from this plan. Is the money you reported leaving in the plan the same
as the money financing the benefits you are drawing from?
.................................................................................
1. NO, DIFFERENT MONEY
1 2. YES, THE SAME MONEY
3. YES, PARTLY THE SAME
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW042B EARLIEST AGE LEAVE/REC PENSION-2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].W042EarlyAgeRecPen
What is the earliest age at which you could have left that job and begun to
receive pension benefits from this plan?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months
30-80 age
95 No age requirement
.................................................................................
2 50-65. Actual Value
95. NO AGE REQUIREMENT
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17214 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W042EarlyAgeRecPen <> 95) AND W042EarlyAgeRecPen <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW077B EARLIEST AGE LEAVE/REC PENSION-MONTHS -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].W077_
If R reports AGE and months, enter number of months
If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW082C WHAT WAS THE PLAN CALLED - 3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].W082APlanType
Was it a 401(k), a Supplemental Retirement Account (SRA), defined benefit,
defined contribution, or what? (What did your former employer call it?)
.................................................................................
1 1. 401K PLAN
2. SUPPLEMENTAL RETIREMENT ACCOUNT (SRA)
3. DEFINED BENEFIT PLAN
4. DEFINED CONTRIBUTION PLAN
5. 401A PLAN
6. 403B PLAN
7. 457 PLAN
8. THRIFT/SAVINGS PLAN (TSP)
9. PROFIT-SHARING PLAN
10. EMPLOYEE STOCK OWNERSHIP PLAN (ESOP)
11. MONEY PURCHASE PLAN
12. PORTABLE CASH OPTION PLAN
13. EMPLOYEE STOCK PURCHASE PLAN (ESPP)
14. SEP OR SIMPLE PLAN
15. COMBINATION PLAN
16. CASH BALANCE PLAN
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW001C TYPE OF PENSION PLAN -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].W001A
(Could you tell me a little more about this plan?)
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 you.[)]
Was your plan Type A or Type B?
If R has multiple plans of different types, record them as separate plans rather
than combining them as 'both'.
401-K, 403-b, 457, ESOP, SRA, (TSP) thrift/savings, stock/profit sharing, money
purchase plans, SEP/Simple, 401A, and cash balance plans are all type B
retirement plans
Type A plans are often called 'Defined Benefit' plans
Type B plans are often called 'Defined Contribution'
.................................................................................
1 1. TYPE A PLAN
2. TYPE B PLAN
3. BOTH PLAN TYPES
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW087C CONSISTENT WITH PLAN TYPE -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].W087_Consistency
.................................................................................
1. TYPE A CONSISTENT
2. TYPE B CONSISTENT
3. CASH BALANCE
1 4. INCONSISTENT
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW085C CERTAINTY ABOUT TYPE OF PLAN -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].W085A
Sometimes people are not sure about the type of retirement plans they have. We
are interested in how certain you are about the type of plans you had on that
job. Are you very certain, somewhat certain or not certain at all that you
actually had (a) [TYPE OF PENSION PLAN]?
.................................................................................
1 1. VERY CERTAIN
2. SOMEWHAT CERTAIN
3. NOT CERTAIN AT ALL
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW034C NUMBER OF YEARS IN PLAN -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].W034A
How many years altogether were you included in this plan?
INCLUDE years with other employers if same plan
ROUND the value to the nearest year
0-50 years
.................................................................................
1 20. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF piW087_Consistency <> TYPEACONSISTENT
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW002C AMOUNT IN PENS WHEN LEFT-B -3
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W002A
[For the part of your pension where money is accumulated in an account, how
/How] much money was in your account when you left that [business/employer/job]?
If R says 'does not have an account', enter [99999996]
.................................................................................
1 33000. Actual Value
99999996. DOES NOT HAVE AN ACCOUNT
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW003C AMOUNT IN PENSION WHEN LEFT-B - MIN -3
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W003A
Unfolding Procedure: UNFM_2UP1DOWN (Min)
Did it amount to a total of ...
Breakpoints: 5000/20000/50000/150000
.................................................................................
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW004C AMOUNT IN PENSION WHEN LEFT-B - MAX -3
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W004A
.................................................................................
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW005C AMOUNT IN PENSION WHEN LEFT-B - RESULT -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W005A
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW097C1 DISPOSITION OF PENSION-B -3 -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W097B[1]
When you [retired,/left that [business/employer/job],] what did you do with that
plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, did you transfer it to a new
employer, did you lose your benefits, did you receive or are you receiving one
or more installments or irregular payments, or what?)
Do not probe but choose all that apply and ask all appropriate follow-up
questions
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
1 3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW097C2 DISPOSITION OF PENSION-B -3 -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W097B[2]
When you [retired,/left that [business/employer/job],] what did you do with that
plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, did you transfer it to a new
employer, did you lose your benefits, did you receive or are you receiving one
or more installments or irregular payments, or what?)
Do not probe but choose all that apply and ask all appropriate follow-up
questions
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF LEFTTOACCUMULATE IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW088C ALLOWED LUMP SUM PAYMENT-TYPE B -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W088A
[For the part of the money that you left in the plan, do/Do] you expect to
receive benefits from this plan in the form of regular monthly or annual
payments at some time in the future?
.................................................................................
1 1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF NOT (WITHDREWTHEMONEY IN W097B) AND NOT (LOSTBENEFITS IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW065C ALLOWED LUMP SUM PAYMENT-TYPE B -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W065A
Were you allowed to receive benefits as a cash settlement or a lump-sum payment?
.................................................................................
1. YES
1 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (LEFTTOACCUMULATE IN W097B) OR (INSTALLMENTS IN W097B)
IF LEFTTOACCUMULATE IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW008C AMOUNT LEFT IN OLD ACCOUNT-B -3
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W008A
How much money did you leave in the old plan?
Amount:
.................................................................................
1 33000. Actual Value
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (LEFTTOACCUMULATE IN W097B) OR (INSTALLMENTS IN W097B)
IF INSTALLMENTS IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW063C TYPE B PENSION TOTAL AMT RECEIVED IN INSTALLMENTS -3
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W063A
How much money in total did you receive in installments or irregular payments in
the last calendar year?
Amount:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (LEFTTOACCUMULATE IN W097B) OR (INSTALLMENTS IN W097B)
IF (piW087_Consistency <> TYPEACONSISTENT) AND (W002A <> -2)
IF LEFTTOACCUMULATE IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW009C AMOUNT IN PENSION NOW-B -3
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W009A
How much is in that account now?
Do not probe dk/rf
Amount:
.................................................................................
1 33000. Actual Value
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW010C AMOUNT IN PENSION NOW-B - MIN -3
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W010A
Unfolding Procedure: UNFM_2UP1DOWN (Min)
Did it amount to a total of ...
Breakpoints: 5000/20000/50000/150000
.................................................................................
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW011C AMOUNT IN PENSION NOW-B - MAX -3
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W011A
.................................................................................
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW012C AMOUNT IN PENSION NOW-B - RESULT -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W012A
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
IF (NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)) OR
(CONVERTTOANNUITY IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW013C AMOUNT CONVERTED TO ANNUITY-B -3
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W013A
How much did you (convert to/purchase as) an annuity?
Amount:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW014C AGE WHEN ANNUITY STARTED-B -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W014A
How old were you when you started receiving benefits?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months
50-80 Age
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
IF W014A <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW086C REPORT AGE AND MONTHS -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W086A
If R reports AGE and months, enter number of months
If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW015C AMOUNT OF ANNUITY-B -3
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W015A
How much are the benefits per month or year?
If benefits have not yet started, record what benefits will be
Amount:
Per:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
IF ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW016C AMOUNT OF ANNUITY PER-B -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W016A
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)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
IF ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW028C ADJUSTED FOR COST OF LIVING -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W028A
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)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
IF ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL)
IF W028A = YES
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW059C BENEFITS ADJUSTED AUTOMATICALLY -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W059A
Are the benefits adjusted automatically?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW049C ANNUITY BENEFITS DURATION -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W049A
Will this payment continue[ only] as long as you live, [as long as either you or
your [ husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
1. AS LONG AS R LIVES
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
NOT(IF W049A = OTHERSPECIFY)
IF W049A = FORAFIXEDTIME
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW051C ANNUITY BENEFITS-UNTIL YR -3
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W051A
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
NOT(IF W049A = OTHERSPECIFY)
IF W049A = FORAFIXEDTIME
IF W051A = EMPTY
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW052C ANNUITY BENEFITS-UNTIL AGE -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W052A
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
NOT(IF W049A = OTHERSPECIFY)
IF W049A = FORAFIXEDTIME
IF W051A = EMPTY
IF W051A = EMPTY AND W052A = EMPTY
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW053C ANNUITY BENEFITS-YEARS -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W053A
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW054C SPP DIE WILL ANNUITY INCOME -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W054A
If you or your [ husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
1. CHANGE
3. STAY THE SAME
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ROLLEDOVERINTOIRA IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW018C AMOUNT OF PENSION ROLLOVER-B -3
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W018A
How much did the rollover amount to?
Amount:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW019C AMOUNT OF TRANSFER-B -3
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W019A
How much did the transfer amount to?
Amount:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF WITHDREWTHEMONEY IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW056C HOW MUCH MONEY WITHDRAWN -3
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W056A
How much money did you withdraw or how much was the lump sum or cash settlement
you received?
Amount:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF WITHDREWTHEMONEY IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW057C WHAT DONE WITH MONEY WITHDRAWN -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W057A
What did you do with the money?
.................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW035C AGE EXPECT TO REC BENEFITS -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W035A
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months
40-94 age
96 Already receiving benefits
.................................................................................
1 62. Actual Value
96. ALREADY RECEIVING BENEFITS
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW098C AGE AMD MONTHS R REPORTED -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W098A
If R reports AGE and months, enter number of months
If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW036C FORM OF EXPECTED BENEFITS -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W036A
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
.................................................................................
1. PERCENT OF PAY
2. AMOUNT PER MONTH/YEAR
1 3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
IF W036A = PERCENTOFPAY
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW037C EXPECTED BENEFIT-PCT FINAL PAY-A -3
Section: K Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W037A
ENTER percent of final pay
1-100 percent
Percent:
.................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
17217 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 (i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
NOT(IF W036A = PERCENTOFPAY)
IF W036A = AMOUNTPERMONTHYEAR
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW038C AMOUNT OF EXPECTED BENEFITS -3
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W038A
PROBE if necessary: How much do you expect to receive?
Do not probe dk/rf
Amount:
Per:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LK133C AMT OF EXPECTED BENEFITS-MIN -3
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.J133_
Unfolding Procedure: UNFM_1UP2DOWN (Min)
Do you expect a total of ... per year
Breakpoints: 500/1000/2000/3000
.................................................................................
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LK134C AMOUNT OF EXPECTED BENEFITS - MAX -3
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.J134_
.................................................................................
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LK135C AMOUNT OF EXPECTED BENEFITS - RESULT -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.J135_
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 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 (i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
NOT(IF W036A = PERCENTOFPAY)
IF W036A = AMOUNTPERMONTHYEAR
IF W038A <> EMPTY AND W038A <> NONRESPONSE
IF W038A <> 0
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW039C EXPECTED BENEFITS PER -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W039A
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)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
IF W036A = LUMPSUM
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW041C EXPECTED BENEFITS-LUMP SUM -3
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W041A
ENTER lump sum amount
Amount:
.................................................................................
1 33000. Actual Value
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW089C ANNUITY BENEFITS DURATION -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W089A
Will this payment continue[ only] as long as you live, [as long as either you or
your [ husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
1. AS LONG AS R LIVES
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
NOT(IF W089A = OTHERSPECIFY)
IF W089A = FORAFIXEDTIME
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW091C ANNUITY BENEFITS-UNTIL YR -3
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W091A
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
17217 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 (i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
NOT(IF W089A = OTHERSPECIFY)
IF W089A = FORAFIXEDTIME
IF W091A = EMPTY
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW092C ANNUITY BENEFITS-UNTIL AGE -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W092A
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
NOT(IF W089A = OTHERSPECIFY)
IF W089A = FORAFIXEDTIME
IF W091A = EMPTY
IF W091A = EMPTY AND W092A = EMPTY
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW093C ANNUITY BENEFITS-YEARS -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W093A
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW094C SPP DIE WILL ANNUITY INCOME -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W094A
If you or your [ husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
1. CHANGE
3. STAY THE SAME
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((W041A = EMPTY AND ((piSecAStartInterviewA009_SelfPrxy = SLF))) AND
((W088A = YES) OR (RECEIVING IN W097B))) AND (LEFTTOACCUMULATE IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW096C PLAN MONEY SAME AS BENEFITS -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W096A
IF R EXPECTS TO RECEIVE FUTURE BENEFITS:
You mentioned that you left money in this plan and you expect future benefits
from this plan. Is the money you reported leaving in the plan the same as the
money that will finance your future benefits?
IF R IS CURRENTLY RECEIVING BENEFITS:
You mentioned that you left money in this plan and you are currently receiving
benefits from this plan. Is the money you reported leaving in the plan the same
as the money financing the benefits you are drawing from?
.................................................................................
1. NO, DIFFERENT MONEY
2. YES, THE SAME MONEY
3. YES, PARTLY THE SAME
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW042C EARLIEST AGE LEAVE/REC PENSION -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].W042EarlyAgeRecPen
What is the earliest age at which you could have left that job and begun to
receive pension benefits from this plan?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months
30-80 age
95 No age requirement
.................................................................................
1 50. Actual Value
95. NO AGE REQUIREMENT
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W042EarlyAgeRecPen <> 95) AND W042EarlyAgeRecPen <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW077C EARLIEST AGE LEAVE/REC PENSION-MONTHS -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].W077_
If R reports AGE and months, enter number of months
If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW082D WHAT WAS THE PLAN CALLED - 4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].W082APlanType
Was it a 401(k), a Supplemental Retirement Account (SRA), defined benefit,
defined contribution, or what? (What did your former employer call it?)
.................................................................................
1 1. 401K PLAN
2. SUPPLEMENTAL RETIREMENT ACCOUNT (SRA)
3. DEFINED BENEFIT PLAN
4. DEFINED CONTRIBUTION PLAN
5. 401A PLAN
6. 403B PLAN
7. 457 PLAN
8. THRIFT/SAVINGS PLAN (TSP)
9. PROFIT-SHARING PLAN
10. EMPLOYEE STOCK OWNERSHIP PLAN (ESOP)
11. MONEY PURCHASE PLAN
12. PORTABLE CASH OPTION PLAN
13. EMPLOYEE STOCK PURCHASE PLAN (ESPP)
14. SEP OR SIMPLE PLAN
15. COMBINATION PLAN
16. CASH BALANCE PLAN
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW001D TYPE OF PENSION PLAN -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].W001A
(Could you tell me a little more about this plan?)
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 you.[)]
Was your plan Type A or Type B?
If R has multiple plans of different types, record them as separate plans rather
than combining them as 'both'.
401-K, 403-b, 457, ESOP, SRA, (TSP) thrift/savings, stock/profit sharing, money
purchase plans, SEP/Simple, 401A, and cash balance plans are all type B
retirement plans
Type A plans are often called 'Defined Benefit' plans
Type B plans are often called 'Defined Contribution'
.................................................................................
1 1. TYPE A PLAN
2. TYPE B PLAN
3. BOTH PLAN TYPES
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW087D CONSISTENT WITH PLAN TYPE -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].W087_Consistency
.................................................................................
1. TYPE A CONSISTENT
2. TYPE B CONSISTENT
3. CASH BALANCE
1 4. INCONSISTENT
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW085D CERTAINTY ABOUT TYPE OF PLAN -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].W085A
Sometimes people are not sure about the type of retirement plans they have. We
are interested in how certain you are about the type of plans you had on that
job. Are you very certain, somewhat certain or not certain at all that you
actually had (a) [TYPE OF PENSION PLAN]?
.................................................................................
1 1. VERY CERTAIN
2. SOMEWHAT CERTAIN
3. NOT CERTAIN AT ALL
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW034D NUMBER OF YEARS IN PLAN -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].W034A
How many years altogether were you included in this plan?
INCLUDE years with other employers if same plan
ROUND the value to the nearest year
0-50 years
.................................................................................
1 20. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF piW087_Consistency <> TYPEACONSISTENT
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW002D AMOUNT IN PENS WHEN LEFT-B -4
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W002A
[For the part of your pension where money is accumulated in an account, how
/How] much money was in your account when you left that [business/employer/job]?
If R says 'does not have an account', enter [99999996]
.................................................................................
1 28000. Actual Value
99999996. DOES NOT HAVE AN ACCOUNT
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW003D AMOUNT IN PENSION WHEN LEFT-B - MIN -4
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W003A
Unfolding Procedure: UNFM_2UP1DOWN (Min)
Did it amount to a total of ...
Breakpoints: 5000/20000/50000/150000
.................................................................................
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW004D AMOUNT IN PENSION WHEN LEFT-B - MAX -4
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W004A
.................................................................................
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW005D AMOUNT IN PENSION WHEN LEFT-B - RESULT -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W005A
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW097D1 DISPOSITION OF PENSION-B -4 -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W097B[1]
When you [retired,/left that [business/employer/job],] what did you do with that
plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, did you transfer it to a new
employer, did you lose your benefits, did you receive or are you receiving one
or more installments or irregular payments, or what?)
Do not probe but choose all that apply and ask all appropriate follow-up
questions
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
1 3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW097D2 DISPOSITION OF PENSION-B -4 -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W097B[2]
When you [retired,/left that [business/employer/job],] what did you do with that
plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, did you transfer it to a new
employer, did you lose your benefits, did you receive or are you receiving one
or more installments or irregular payments, or what?)
Do not probe but choose all that apply and ask all appropriate follow-up
questions
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF LEFTTOACCUMULATE IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW088D ALLOWED LUMP SUM PAYMENT-TYPE B -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W088A
[For the part of the money that you left in the plan, do/Do] you expect to
receive benefits from this plan in the form of regular monthly or annual
payments at some time in the future?
.................................................................................
1. YES
1 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF NOT (WITHDREWTHEMONEY IN W097B) AND NOT (LOSTBENEFITS IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW065D ALLOWED LUMP SUM PAYMENT-TYPE B -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W065A
Were you allowed to receive benefits as a cash settlement or a lump-sum payment?
.................................................................................
1. YES
1 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (LEFTTOACCUMULATE IN W097B) OR (INSTALLMENTS IN W097B)
IF LEFTTOACCUMULATE IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW008D AMOUNT LEFT IN OLD ACCOUNT-B -4
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W008A
How much money did you leave in the old plan?
Amount:
.................................................................................
1 28000. Actual Value
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (LEFTTOACCUMULATE IN W097B) OR (INSTALLMENTS IN W097B)
IF INSTALLMENTS IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW063D TYPE B PENSION TOTAL AMT RECEIVED IN INSTALLMENTS -4
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W063A
How much money in total did you receive in installments or irregular payments in
the last calendar year?
Amount:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (LEFTTOACCUMULATE IN W097B) OR (INSTALLMENTS IN W097B)
IF (piW087_Consistency <> TYPEACONSISTENT) AND (W002A <> -2)
IF LEFTTOACCUMULATE IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW009D AMOUNT IN PENSION NOW-B -4
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W009A
How much is in that account now?
Do not probe dk/rf
Amount:
.................................................................................
1 28000. Actual Value
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW010D AMOUNT IN PENSION NOW-B - MIN -4
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W010A
Unfolding Procedure: UNFM_2UP1DOWN (Min)
Did it amount to a total of ...
Breakpoints: 5000/20000/50000/150000
.................................................................................
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW011D AMOUNT IN PENSION NOW-B - MAX -4
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W011A
.................................................................................
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LKW012D AMOUNT IN PENSION NOW-B - RESULT -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W012A
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
IF (NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)) OR
(CONVERTTOANNUITY IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW013D AMOUNT CONVERTED TO ANNUITY-B -4
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W013A
How much did you (convert to/purchase as) an annuity?
Amount:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW014D AGE WHEN ANNUITY STARTED-B -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W014A
How old were you when you started receiving benefits?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months
50-80 Age
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
IF W014A <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW086D REPORT AGE AND MONTHS -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W086A
If R reports AGE and months, enter number of months
If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW015D AMOUNT OF ANNUITY-B -4
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W015A
How much are the benefits per month or year?
If benefits have not yet started, record what benefits will be
Amount:
Per:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
IF ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW016D AMOUNT OF ANNUITY PER-B -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W016A
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)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
IF ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW028D ADJUSTED FOR COST OF LIVING -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W028A
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)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
IF ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL)
IF W028A = YES
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW059D BENEFITS ADJUSTED AUTOMATICALLY -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W059A
Are the benefits adjusted automatically?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW049D ANNUITY BENEFITS DURATION -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W049A
Will this payment continue[ only] as long as you live, [as long as either you or
your [ husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
1. AS LONG AS R LIVES
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
NOT(IF W049A = OTHERSPECIFY)
IF W049A = FORAFIXEDTIME
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW051D ANNUITY BENEFITS-UNTIL YR -4
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W051A
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
NOT(IF W049A = OTHERSPECIFY)
IF W049A = FORAFIXEDTIME
IF W051A = EMPTY
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW052D ANNUITY BENEFITS-UNTIL AGE -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W052A
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
NOT(IF W049A = OTHERSPECIFY)
IF W049A = FORAFIXEDTIME
IF W051A = EMPTY
IF W051A = EMPTY AND W052A = EMPTY
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW053D ANNUITY BENEFITS-YEARS -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W053A
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR
(CONTINUEDCOLLECTING IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW054D SPP DIE WILL ANNUITY INCOME -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W054A
If you or your [ husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
1. CHANGE
3. STAY THE SAME
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ROLLEDOVERINTOIRA IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW018D AMOUNT OF PENSION ROLLOVER-B -4
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W018A
How much did the rollover amount to?
Amount:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW019D AMOUNT OF TRANSFER-B -4
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W019A
How much did the transfer amount to?
Amount:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF WITHDREWTHEMONEY IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW056D HOW MUCH MONEY WITHDRAWN -4
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W056A
How much money did you withdraw or how much was the lump sum or cash settlement
you received?
Amount:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF WITHDREWTHEMONEY IN W097B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW057D WHAT DONE WITH MONEY WITHDRAWN -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W057A
What did you do with the money?
.................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW035D AGE EXPECT TO REC BENEFITS -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W035A
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months
40-94 age
96 Already receiving benefits
.................................................................................
96. ALREADY RECEIVING BENEFITS
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW098D AGE AND MONTHS R REPORTED -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W098A
If R reports AGE and months, enter number of months
If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW036D FORM OF EXPECTED BENEFITS -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W036A
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
.................................................................................
1. PERCENT OF PAY
2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
IF W036A = PERCENTOFPAY
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW037D EXPECTED BENEFIT-PCT FINAL PAY-A -4
Section: K Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W037A
ENTER percent of final pay
1-100 percent
Percent:
.................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
17217 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 (i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
NOT(IF W036A = PERCENTOFPAY)
IF W036A = AMOUNTPERMONTHYEAR
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW038D AMOUNT OF EXPECTED BENEFITS -4
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W038A
PROBE if necessary: How much do you expect to receive?
Do not probe dk/rf
Amount:
Per:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LK133D AMT OF EXPECTED BENEFITS-MIN -4
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.J133_
Unfolding Procedure: UNFM_1UP2DOWN (Min)
Do you expect a total of ... per year
Breakpoints: 500/1000/2000/3000
.................................................................................
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LK134D AMOUNT OF EXPECTED BENEFITS - MAX -4
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.J134_
.................................................................................
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LK135D AMOUNT OF EXPECTED BENEFITS - RESULT -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.J135_
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 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 (i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
NOT(IF W036A = PERCENTOFPAY)
IF W036A = AMOUNTPERMONTHYEAR
IF W038A <> EMPTY AND W038A <> NONRESPONSE
IF W038A <> 0
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW039D EXPECTED BENEFITS PER -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W039A
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)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
IF W036A = LUMPSUM
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW041D EXPECTED BENEFITS-LUMP SUM -4
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W041A
ENTER lump sum amount
Amount:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW089D ANNUITY BENEFITS DURATION -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W089A
Will this payment continue[ only] as long as you live, [as long as either you or
your [ husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
1. AS LONG AS R LIVES
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
NOT(IF W089A = OTHERSPECIFY)
IF W089A = FORAFIXEDTIME
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW091D ANNUITY BENEFITS-UNTIL YR -4
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W091A
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
17217 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 (i = 1) OR ((TYPEPENPLANLOOP[i - 1].W001A <> REFUSAL) AND
TYPEPENPLANLOOP[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
NOT(IF W089A = OTHERSPECIFY)
IF W089A = FORAFIXEDTIME
IF W091A = EMPTY
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW092D ANNUITY BENEFITS-UNTIL AGE -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W092A
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (I = 1) OR ((PENSIONLOOPSECK[I - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[I - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
NOT(IF W089A = OTHERSPECIFY)
IF W089A = FORAFIXEDTIME
IF W091A = EMPTY
IF W091A = EMPTY AND W092A = EMPTY
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW093D ANNUITY BENEFITS-YEARS -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W093A
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W088A = YES) AND ((piSecAStartInterviewA009_SelfPrxy = SLF))
IF NOT (RECEIVING IN W097B) AND NOT (CONTINUEDCOLLECTING IN W097B)
IF W035A <> NONRESPONSE
IF W035A <> 96
NOT(IF W036A = LUMPSUM)
IF W036A <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW094D SPP DIE WILL ANNUITY INCOME -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W094A
If you or your [ husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
1. CHANGE
3. STAY THE SAME
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF ((W041A = EMPTY AND ((piSecAStartInterviewA009_SelfPrxy = SLF))) AND
((W088A = YES) OR (RECEIVING IN W097B))) AND (LEFTTOACCUMULATE IN W097B)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW096D PLAN MONEY SAME AS BENEFITS -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W096A
IF R EXPECTS TO RECEIVE FUTURE BENEFITS:
You mentioned that you left money in this plan and you expect future benefits
from this plan. Is the money you reported leaving in the plan the same as the
money that will finance your future benefits?
IF R IS CURRENTLY RECEIVING BENEFITS:
You mentioned that you left money in this plan and you are currently receiving
benefits from this plan. Is the money you reported leaving in the plan the same
as the money financing the benefits you are drawing from?
.................................................................................
1. NO, DIFFERENT MONEY
2. YES, THE SAME MONEY
3. YES, PARTLY THE SAME
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW042D EARLIEST AGE LEAVE/REC PENSION -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].W042EarlyAgeRecPen
What is the earliest age at which you could have left that job and begun to
receive pension benefits from this plan?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months
30-80 age
95 No age requirement
.................................................................................
1 62. Actual Value
95. NO AGE REQUIREMENT
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17216 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K031_ <> NO) AND K031_ <> NONRESPONSE
IF K034A <> EMPTY
IF (i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY)
IF W001A <> REFUSAL
IF (W043A <> NO) AND W043A <> NONRESPONSE
IF (W042EarlyAgeRecPen <> 95) AND W042EarlyAgeRecPen <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LKW077D EARLIEST AGE LEAVE/REC PENSION-MONTHS -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].W077_
If R reports AGE and months, enter number of months
If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17217 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK035 EVER ON LAYOFF/UNEMPLOYMENT
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.K035_
Over the last 10 years, since YEAR TEN YEARS AGO, have you ever been on
temporary layoff, or unemployed and looking for work?
Include current period if R is now looking for work
.................................................................................
8 1. YES
39 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
17170 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND
(piEMPHISTORYK004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(piEMPHISTORYK005_YrsAgoWrkPay > 20))
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL)
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA)
IF (K035_ <> NO) AND K035_ <> NONRESPONSE
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK036 EVER ON LAYOFF/UNEMPLOYMENT- # OF TIMES
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.K036_
How many times have you been on temporary layoff or unemployed and looking for
work?
# of times:
.................................................................................
6 1-5. Actual Value
2 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
17209 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASK:
IF piRVarsZ076_ReIwR_V <> REIWR
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LK038 ASSIST SECTION K
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.K038_AssistK
How often did R receive assistance with answers in section k - last job?
.................................................................................
71 1. NEVER
1 2. A FEW TIMES
1 3. MOST OR ALL OF THE TIME
4. THE SECTION WAS DONE BY A PROXY REPORTER
17144 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
LVDATE 2008 DATA MODEL VERSION
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
User Note: This variable identifies which data model was used to interview the
household. Please reference the data description for a summary of changes in
each data model.
.................................................................................
2432 1. Version 1
3407 2. Version 2
3102 3. Version 3
8276 4. Version 4
==========================================================================================
LVERSION 2008 DATA RELEASE VERSION
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
.................................................................................
17217 2. HRS 2008 Final Release
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