==========================================================================================
Section J: EMPLOYMENT (Respondent)
==========================================================================================
HHID HOUSEHOLD IDENTIFICATION NUMBER
Section: J Level: Respondent Type: Character Width: 6 Decimals: 0
.................................................................................
1330 010075-502745. Household Identification Number
==========================================================================================
PN RESPONDENT PERSON IDENTIFICATION NUMBER
Section: J Level: Respondent Type: Character Width: 3 Decimals: 0
.................................................................................
850 010. Person Identifier
18 011. Person Identifier
1 012. Person Identifier
358 020. Person Identifier
7 021. Person Identifier
37 030. Person Identifier
2 031. Person Identifier
54 040. Person Identifier
3 041. Person Identifier
==========================================================================================
VSUBHH 2008 SUB HOUSEHOLD IDENTIFICATION NUMBER
Section: J Level: Respondent Type: Character Width: 1 Decimals: 0
.................................................................................
1291 3. 1st deceased respondent from a household
39 4. 2nd deceased respondent from a household
==========================================================================================
KSUBHH 2006 SUB HOUSEHOLD IDENTIFICATION NUMBER
Section: J Level: Respondent Type: Character Width: 1 Decimals: 0
.................................................................................
1272 0. Original sample household - no split from divorce or
separation of spouses or partners
25 1. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
29 2. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
1 3. 1st deceased respondent from a household
5. Split household - one half of couple from SUBHH 1 or 2
6. Split household - one half of couple from SUBHH 1 or 2
3 7. Reunited household - respondents from split household
reunite
==========================================================================================
VPN_SP 2008 SPOUSE/PARTNER PERSON NUMBER
Section: J Level: Respondent Type: Character Width: 3 Decimals: 0
.................................................................................
196 010. Person Identifier
595 011. Person Identifier
8 012. Person Identifier
2 013. Person Identifier
231 020. Person Identifier
155 021. Person Identifier
30 030. Person Identifier
7 031. Person Identifier
1 032. Person Identifier
32 040. Person Identifier
15 041. Person Identifier
7 811. New Spouse of Non-Original Respondent
3 812. New Spouse of Non-Original Respondent
1 821. New Spouse of Non-Original Respondent
1 822. New Spouse of Non-Original Respondent
1 832. New Spouse of Non-Original Respondent
1 841. New Spouse of Non-Original Respondent
44 Blank. R not coupled
==========================================================================================
ASSIGN:
J677YJ023BP := 0:
NOT((piRVARSZ123_CurWorkng_V = NO));
NOT((piRvarsZ136_SelfElseEmp_V <> SLF));
ASSIGN:
J677YJ023BP := 1:
(piRVARSZ123_CurWorkng_V = NO);
ASSIGN:
J677YJ023BP := 2:
NOT((piRVARSZ123_CurWorkng_V = NO));
(piRvarsZ136_SelfElseEmp_V <> SLF);
ASSIGN:
J677YJ023BP := 3:
NOT((piRVARSZ123_CurWorkng_V = NO));
NOT((piRvarsZ136_SelfElseEmp_V <> SLF));
ASSIGN:
J677YJ023BP := 4:
NOT((piRVARSZ123_CurWorkng_V = NO));
NOT((piRvarsZ136_SelfElseEmp_V <> SLF));
ASSIGN:
J677YJ023BP := 5:
NOT((piRVARSZ123_CurWorkng_V = NO));
NOT((piRvarsZ136_SelfElseEmp_V <> SLF));
ASSIGN:
J677YJ023BP := 6:
NOT((piRVARSZ123_CurWorkng_V = NO));
NOT((piRvarsZ136_SelfElseEmp_V <> SLF));
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ677 BRANCHPOINT FOR J677Y
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.WORKSTATUS.J677YJ023BP
.................................................................................
34 0. ALL OTHERS
1219 1. NOT WORKING LAST WAVE
77 2. NOT SELF EMPLOYED LAST WAVE
Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ023 STOPPED WORKING FOR SLF-MO
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J023_MoStopWrkSelf
Now I have some questions about [FIRST NAME]'s employment before [she/he] died.
According to our records, in [PREV WAVE FIRST R IW MONTH]/[/Prev Wave Iw Mo],
[PREV WAVE FIRST R IW YEAR]/[Prev Wave Iw Yr] [she/he] was self- employed. In
what month and year did [she/he] stop working for [herself/himself]?
IWER: MONTH ENTERED MUST BE BETWEEN [PREV WAVE FIRST R IW MONTH]/[/PREV WAVE IW
MO], [PREV WAVE FIRST R IW YEAR]/[PREV WAVE IW YR] AND [SYSTEM MONTH], [SYSTEM
DATE]
Month:
Year:
.................................................................................
1 1. JAN
2 2. FEB
1 3. MAR
1 4. APR
5. MAY
2 6. JUN
2 7. JUL
2 8. AUG
1 9. SEP
3 10. OCT
2 11. NOV
12. DEC
13 96. WORKED THERE UNTIL DEATH
3 97. DENIES BEING SELF-EMPLOYED AT PREVIOUS IW
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1296 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
ASSIGN:
J024_YrStopWrkSelf := REFUSAL:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF (J023_MoStopWrkSelf = STILLWORKING) OR (J023_MoStopWrkSelf = DENYSLF_EMPATPW)
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
NOT(IF (J023_MoStopWrkSelf = STILLWORKING) OR (J023_MoStopWrkSelf =
DENYSLF_EMPATPW));
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ024 STOPPED WORKING FOR SLF- YR
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J024_YrStopWrkSelf
(According to our records, in [PREV WAVE FIRST R IW MONTH]/[/Prev Wave Iw Mo]
[PREV WAVE FIRST R IW YEAR]/[Prev Wave Iw Yr] [she/he] was self-employed. In
what month and year did [she/he] stop working for [herself/himself]?)
IWER: MONTH ENTERED MUST BE BETWEEN [PREV WAVE FIRST R IW MONTH]/[/PREV WAVE IW
MO], [PREV WAVE FIRST R IW YEAR]/[PREV WAVE IW YR] AND [SYSTEM MONTH], [SYSTEM
DATE]
Month: [STOPPED WORKING FOR SLF-MO]
Year:
.................................................................................
18 2006-2008. Actual Value
9998. DK (Don't Know); NA (Not Ascertained)
16 9999. RF (Refused)
1296 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
ASSIGN:
J678YJ023TOW158_2BP := 0:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
NOT(IF J023_MoStopWrkSelf = DENYSLF_EMPATPW);
ASSIGN:
J678YJ023TOW158_2BP := 1:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J023_MoStopWrkSelf = DENYSLF_EMPATPW;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ678 BRANCHPOINT FOR J678Y
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J678YJ023TOW158_2BP
.................................................................................
31 0. ALL OTHERS
3 1. R DENIES WORKING FOR SELF
1296 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ031 PAID REGULAR SALARY
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J031_
Was [he/she] paid a regular salary or wages?
.................................................................................
6 1. YES
23 5. NO
2 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1299 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
IF ((J031_ <> DONTKNOW) AND (J031_ <> REFUSAL)) AND (J031_ <> NO);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ032 AMOUNT OF SALARY
Section: J Level: Respondent Type: Numeric Width: 11 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J032_
How much was [she/he] paid before taxes and other deductions?
Do not probe DK/RF
If amount per hour, enter both dollars and cents
Amount:
Per:
.................................................................................
3 475-2400. Actual Value
2 99999999998. DK (Don't Know); NA (Not Ascertained)
1 99999999999. RF (Refused)
1324 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
IF ((J031_ <> DONTKNOW) AND (J031_ <> REFUSAL)) AND (J031_ <> NO);
IF J032_ <> EMPTY AND J032_ <> NONRESPONSE;
IF J032_ <> 0;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ036 AMOUNT OF SALARY PER
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J036_
(How much was [she/he] paid before taxes and other deductions?)
PROBE if necessary: Was that per hour, week, month, or year?
Amount: [AMOUNT OF SALARY]
Per:
.................................................................................
1. HOUR
1 2. WEEK
3. EVERY TWO WEEKS/BI-WEEKLY
2 4. MONTH
5. TWICE A MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1327 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
ASSIGN:
J033_ := EMPTY:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
IF ((J031_ <> DONTKNOW) AND (J031_ <> REFUSAL)) AND (J031_ <> NO);
IF J032_ <> EMPTY AND J032_ <> NONRESPONSE;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ033 AMOUNT OF SALARY - MIN
Section: J Level: Respondent Type: Numeric Width: 11 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J033_
J033-J035 Unfolding Sequence
Question text: Did it amount to a total of less than $____ per month, more than
$____ per month, or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $625, $1,500, $3,000, $6,500
RANDOM ENTRY POINTS: $1,500, $3,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X510
.................................................................................
1 0. Value of Breakpoint
1 3001. Value of Breakpoint
1 6500. Value of Breakpoint
1327 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
ASSIGN:
J034_ := EMPTY:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
IF ((J031_ <> DONTKNOW) AND (J031_ <> REFUSAL)) AND (J031_ <> NO);
IF J032_ <> EMPTY AND J032_ <> NONRESPONSE;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ034 AMOUNT OF SALARY - MAX
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J034_
*
.................................................................................
1 6499. Value of Breakpoint
1 6500. Value of Breakpoint
1 99999996. Greater than Maximum Breakpoint
1327 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
ASSIGN:
J035_ := EMPTY:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
IF ((J031_ <> DONTKNOW) AND (J031_ <> REFUSAL)) AND (J031_ <> NO);
IF J032_ <> EMPTY AND J032_ <> NONRESPONSE;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ035 AMOUNT OF SALARY - RESULT
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J035_
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
1329 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ038 RECEIVE ANY PROFITS
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J038_
Did [he/she] receive some or all of the net earnings or profits?
Def: Net earning or profit is total business incomes less total business
expenses.
.................................................................................
25 1. YES
4 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
1299 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
ASSIGN:
J681YJ038TOJ073 := 0:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
NOT(IF (J038_ = NO) OR J038_ = NONRESPONSE);
ASSIGN:
J681YJ038TOJ073 := 1:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
IF (J038_ = NO) OR J038_ = NONRESPONSE;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ681 BRANCHPOINT FOR J681Y
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J681YJ038TOJ073
.................................................................................
25 0. ALL OTHERS
6 1. R DID NOT REPORT RECIEVING EARNINGS OR NET PROFITS AT J038
1299 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
IF J681YJ038TOJ073 <> 1;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ039 AMOUNT OF NET PROFITS/EARNINGS
Section: J Level: Respondent Type: Numeric Width: 11 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J039_
(In addition to [her/his] regular salary,) How much did [she/he] receive from
net earnings or profits?
If R has trouble giving dollar figure, ask: What did [she/he] earn the last
year [she/he] worked?
Def: Net earning or profit is total business incomes less total business
expenses.
Do not probe DK/RF
If amount per hour, enter both dollars and cents
Amount:
Per:
.................................................................................
6 500-275000. Actual Value
18 99999999998. DK (Don't Know); NA (Not Ascertained)
1 99999999999. RF (Refused)
1305 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
IF J681YJ038TOJ073 <> 1;
IF J039_ <> EMPTY AND J039_ <> NONRESPONSE;
IF J039_ <> 0;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ043 AMOUNT OF NET PROFITS/EARNINGS PER
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J043_
(In addition to [her/his] regular salary, how much did [she/he] receive from net
earnings or profits?)
PROBE if necessary: Was that per hour, week, month, or year?
Amount: [AMOUNT OF NET PROFITS/EARNINGS]
Per:
.................................................................................
1. HOUR
2. WEEK
3. EVERY TWO WEEKS/BI-WEEKLY
4. MONTH
5. TWICE A MONTH
6 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1324 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
ASSIGN:
J040_ := EMPTY:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
IF J681YJ038TOJ073 <> 1;
IF J039_ <> EMPTY AND J039_ <> NONRESPONSE;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ040 AMOUNT OF NET PROFITS/EARNINGS - MIN
Section: J Level: Respondent Type: Numeric Width: 11 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J040_
J040-J042 Unfolding Sequence
Question text: Did it amount to a total of less than $____ per year, more than
$____ per year, or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $3,300, $10,000, $30,000, $75,000
RANDOM ENTRY POINTS: $10,000, $30,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X501
.................................................................................
11 0. Value of Breakpoint
1 3301. Value of Breakpoint
1 10000. Value of Breakpoint
3 10001. Value of Breakpoint
2 30001. Value of Breakpoint
1 75001. Value of Breakpoint
1311 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
ASSIGN:
J041_ := EMPTY:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
IF J681YJ038TOJ073 <> 1;
IF J039_ <> EMPTY AND J039_ <> NONRESPONSE;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ041 AMOUNT OF NET PROFITS/EARNINGS - MAX
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J041_
*
.................................................................................
4 3299. Value of Breakpoint
2 9999. Value of Breakpoint
1 10000. Value of Breakpoint
3 29999. Value of Breakpoint
2 74999. Value of Breakpoint
7 99999996. Greater than Maximum Breakpoint
1311 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
ASSIGN:
J042_ := EMPTY:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
IF J681YJ038TOJ073 <> 1;
IF J039_ <> EMPTY AND J039_ <> NONRESPONSE;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ042 AMOUNT OF NET PROFITS/EARNINGS - RESULT
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J042_
*
.................................................................................
5 98. DK (Don't Know); NA (Not Ascertained)
2 99. RF (Refused)
1323 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
ASSIGN:
J682YJ045BP_TOJ073 := 0:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
NOT(IF J681YJ038TOJ073 <> 1);
ASSIGN:
J682YJ045BP_TOJ073 := 1:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4);
IF J678YJ023TOW158_2BP <> 1;
IF J681YJ038TOJ073 <> 1;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ682 BRANCHPOINT FOR J682Y
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J682YJ045BP_TOJ073
.................................................................................
6 0. ALL OTHERS
25 1. J681 NOT EQUAL 1
1299 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF (((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073
<> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1);
IF PWELSENOWELSE.J686YJ063BP <> 2;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ063 STOP/RETIRE WORK PREV WAVE EMPLOYER-MO
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J063_MoStopWrkPrevEmp
Now I have some questions about [FIRST NAME]'s employment before [she/he] died.
IF R'S LAST IW EMPLOYER IS KNOWN:
According to our records, [she/he] was working for [PREV WAVE EMPLOYER NAME] in
[PREV WAVE FIRST R IW MONTH] [PREV WAVE FIRST R IW YEAR]/[Prev Wave Iw Yr]. In
what month and year did [she/he] stop working there, or was [she/he] still
working there when [she/he] died?
OTHERWISE:
According to our records, [she/he] was working for someone else when we last
talked to [her/him ] in [PREV WAVE FIRST R IW MONTH] [PREV WAVE FIRST R IW
YEAR]/[Prev Wave Iw Yr]. In what month and year did [she/he] stop working for
that employer?
IWER: MONTH ENTERED MUST BE BETWEEN [PREV WAVE FIRST R IW MONTH]/[/PREV WAVE IW
MO], [PREV WAVE FIRST R IW YEAR]/[PREV WAVE IW YR] AND [SYSTEM MONTH], [SYSTEM
DATE]
Month:
Year:
.................................................................................
6 1. JAN
6 2. FEB
4 3. MAR
5 4. APR
5. MAY
4 6. JUN
5 7. JUL
1 8. AUG
5 9. SEP
3 10. OCT
2 11. NOV
2 12. DEC
18 96. WORKED THERE UNTIL DEATH
4 97. DENIES WORKING FOR SOMEONE ELSE, OR FOR NAMED EMPLOYER, AT
LAST INTERVIEW
12 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1253 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF (((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073
<> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1);
IF PWELSENOWELSE.J686YJ063BP <> 2;
IF (J687YJ063TOW158_2BP <> 1) AND (J063_MoStopWrkPrevEmp <> STILLWORKING);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ064 STOP/RETIRE WORK PREV WAVE EMPLOYER-YR
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J064_YrStopWrkPrevEmp
Now I have some questions about [FIRST NAME]'s employment before [she/he] died.
IF R'S LAST IW EMPLOYER IS KNOWN:
According to our records, [she/he] was working for [PREV WAVE EMPLOYER NAME] in
[PREV WAVE FIRST R IW MONTH] [PREV WAVE FIRST R IW YEAR]/[Prev Wave Iw Yr]. In
what month and year did [she/he] stop working there, or was [she/he] still
working there when [she/he] died?
OTHERWISE:
According to our records, [she/he] was working for someone else when we last
talked
to [her/him ] in [PREV WAVE FIRST R IW MONTH] [PREV WAVE FIRST R IW YEAR]/[Prev
Wave Iw Yr].
In what month and year did [she/he] stop working for that employer?
Month entered must be between [PREV WAVE FIRST R IW MONTH]/[/Prev Wave Iw Mo],
[PREV WAVE FIRST R IW YEAR]/[Prev Wave Iw Yr] and [System Month], [System Date]
IWER: MONTH ENTERED MUST BE BETWEEN [PREV WAVE FIRST R IW MONTH]/[/PREV WAVE IW
MO], [PREV WAVE FIRST R IW YEAR]/[PREV WAVE IW YR] AND [SYSTEM MONTH], [SYSTEM
DATE]
Month:
Year:
.................................................................................
48 2000-2008. Actual Value
7 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1275 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF (((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073
<> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1);
IF J687YJ063TOW158_2BP <> 1;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ067 AMOUNT EARNING WHEN LEFT
Section: J Level: Respondent Type: Numeric Width: 13 Decimals: 2
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J067_
[What were you earning, before deductions, when you retired?/What were you
earning, before deductions, when you left that employer?]
If amount per hour, enter both dollars and cents
Do not probe DK/RF
Amount:
Per:
.................................................................................
36 7-350000. Actual Value
34 99999999998. DK (Don't Know); NA (Not Ascertained)
3 99999999999. RF (Refused)
1257 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF (((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073
<> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1);
IF J687YJ063TOW158_2BP <> 1;
IF J067_ <> EMPTY AND J067_ <> NONRESPONSE;
IF J067_ <> 0;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ071 AMOUNT EARNING WHEN LEFT - PER
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J071_
PROBE if necessary: Was that per hour, week, month, or year?
Amount: [AMOUNT EARNING WHEN LEFT]
Per:
.................................................................................
16 1. HOUR
5 2. WEEK
1 3. EVERY TWO WEEKS/BI-WEEKLY
6 4. MONTH
5. TWICE A MONTH
8 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1294 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
ASSIGN:
J068_ := EMPTY:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF (((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073
<> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1);
IF J687YJ063TOW158_2BP <> 1;
IF J067_ <> EMPTY AND J067_ <> NONRESPONSE;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ068 AMOUNT EARNING WHEN LEFT - MIN
Section: J Level: Respondent Type: Numeric Width: 11 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J068_
J068-J070 Unfolding Sequence
Question text: Did it amount to a total of less than $____ per month, more than
$____ per month, or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $200, $800, $1,500, $3,000
RANDOM ENTRY POINTS: $800, $1,500
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X502
.................................................................................
21 0. Value of Breakpoint
1 200. Value of Breakpoint
4 201. Value of Breakpoint
5 801. Value of Breakpoint
4 1501. Value of Breakpoint
1 3000. Value of Breakpoint
1 3001. Value of Breakpoint
1293 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
ASSIGN:
J069_ := EMPTY:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF (((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073
<> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1);
IF J687YJ063TOW158_2BP <> 1;
IF J067_ <> EMPTY AND J067_ <> NONRESPONSE;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ069 AMOUNT EARNING WHEN LEFT - MAX
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J069_
*
.................................................................................
1 200. Value of Breakpoint
4 799. Value of Breakpoint
5 1499. Value of Breakpoint
3 2999. Value of Breakpoint
1 3000. Value of Breakpoint
23 99999996. Greater than Maximum Breakpoint
1293 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
ASSIGN:
J070_ := EMPTY:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF (((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073
<> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1);
IF J687YJ063TOW158_2BP <> 1;
IF J067_ <> EMPTY AND J067_ <> NONRESPONSE;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ070 AMOUNT EARNING WHEN LEFT - RESULT
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J070_
*
.................................................................................
20 98. DK (Don't Know); NA (Not Ascertained)
4 99. RF (Refused)
1306 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
ASSIGN:
J084_ := YES:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF piRVARSZ133_JobPension_V = YESSK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
NOT(IF piRVARSZ133_JobPension_V = YES);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ084 INCLUDED IN CURRENT PENSION PLAN
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J084_
IF NOT SELF-EMPLOYED AT R'S LAST IW (Z136 NOT 2):
[Was [Respondent's First Name]] included in a pension or retirement plan, or in
any tax deferred savings plan, through your work when [she/he] worked for [PREV
WAVE EMPLOYER NAME]/that employer?
OTHERWISE:
Aside from IRAs not sponsored by your business or KEOGH plans, was [Respondent's
First Name]] included in a pension or retirement plan, or in any tax deferred
savings plan, through [her/his] work?]
.................................................................................
33 1. YES
67 5. NO
4 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1226 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ085 # PENSION PLANS
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J085_
[F1]--help
[According to our records, you reported that you were included in one or more
pension plans on this job.]
In how many different pension plans was [he/she] included on this job?
1-8 PLANS
[ Enter '95' if R denies being included in any pension plan]
.................................................................................
1 0. NONE
22 1. ONE
5 2. TWO
3. THREE
4. FOUR
5. FIVE
6. SIX
7. SEVEN
8. EIGHT
1 95. DENIES BEING INCLUDED IN PENSION PLAN
4 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1297 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
ASK:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J085_ = DONTKNOW;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ086 ONE PENSION PLAN OR MORE THAN ONE
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J086_
Was this just one plan or more than one?
.................................................................................
1 1. ONE PLAN
3. MORE THAN ONE
3 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1326 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
ASSIGN:
J087_TypePenPlanLoop := 1:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J085_ = DONTKNOW;
IF J086_ = ONEPLAN;
ASSIGN:
J087_TypePenPlanLoop := 2:
IF (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6);
IF ((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1))
AND (PWELSENOWSELF.J687YJ063TOW158_2BP <> 1);
IF (J083_ <> YES) AND J083_ <> NONRESPONSE;
IF ((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL);
IF J085_ = DONTKNOW;
NOT(IF J086_ = ONEPLAN);
IF J086_ = MORETHANONE;
ASSIGN:
J087_TypePenPlanLoop := 4:
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);
NOT(IF J085_ = DONTKNOW);
IF ((J085_ <> NONE) AND (J085_ <> DENIES)) AND (J085_ <> REFUSAL);
NOT(IF J085_ IN [ONE .. FOUR]);
IF J085_ IN [FIVE .. EIGHT];
ASSIGN:
J087_TypePenPlanLoop := J085_.ORD:
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);
NOT(IF J085_ = DONTKNOW);
IF ((J085_ <> NONE) AND (J085_ <> DENIES)) AND (J085_ <> REFUSAL);
IF J085_ IN [ONE .. FOUR];
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJ087 TYPE PENSION PLAN LOOP
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J087_TypePenPlanLoop
.................................................................................
28 1-2. Number of Pensions
1302 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
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);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW082A CERTAINTY ABOUT THE PLAN NAME-BRIEF -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].W082APlanType
Was it a 401K, a Supplemental Retirement Account (SRA), defined benefit, defined
contribution, or what? (What did [her /his ] former employer call it?)
.................................................................................
11 1. 401K PLAN
1 2. SUPPLEMENTAL RETIREMENT ACCOUNT (SRA)
2 3. DEFINED BENEFIT PLAN
2 4. DEFINED CONTRIBUTION PLAN
5. 401A PLAN
1 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)
1 14. SEP OR SIMPLE PLAN
15. COMBINATION PLAN
16. CASH BALANCE PLAN
1 97. OTHER (SPECIFY)
9 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1302 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW001A TYPE OF PENSION PLAN -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].W001A
[F1]--help
(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 [him/her] .[)]
Was [her /his ] 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'
.................................................................................
6 1. TYPE A
12 2. TYPE B
2 3. BOTH TYPES
8 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1302 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJW087A PENSION PLAN TYPE CONSISTENCY-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].W087_Consistency
User Note: If the Respondent answered 3 at W082 and 1 at W001, they were
assigned a 1 at this variable. If the Respondent did not answer 3 or DK or RF at
W082 and answered 2 at W001, they were assigned a 2 at this variable. Otherwise,
they were assigned a 4.
.................................................................................
1 1. TYPE A CONSISTENT
8 2. TYPE B CONSISTENT
3. CASH BALANCE
19 4. INCONSISTENT
1302 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW085A CERTAINTY ABOUT TYPE OF PLAN -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].W085A
Sometimes people are not sure about the number of retirement plans they have. We
are interested in how certain you are about the number of plans [FIRST NAME] had
on that job. Are you very certain, somewhat certain or not certain at all that
[she/he] actually had (a) [TYPE OF PENSION PLAN]?
.................................................................................
17 1. VERY CERTAIN
1 2. SOMEWHAT CERTAIN
2 3. NOT CERTAIN AT ALL
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW034A NUMBER OF YEARS IN PLAN -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].W034A
How many years altogether was [she/he] included in this plan?
INCLUDE years with other employers if same plan
ROUND the value to the nearest year
0-50 years
.................................................................................
19 7-41. Actual Value
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1310 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW043A HWP BENEFICIARY OF PENSION-B -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].W043A
Did [you/R’s FIRST NAME’s [husband/wife/partner]] or will [you/[his/her]
[husband/wife/partner]] receive any benefits from this plan?
.................................................................................
13 1. YES
5 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1311 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 piW087_Consistency <> TYPEACONSISTENT;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW002A AMOUNT IN PENS WHEN LEFT-B -1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W002A
[For the part of [her/his] pension where money was accumulated in an account,
how /How] much money was in [her/his] account when [she/he] died?
If R says 'does not have an account', enter [-2]
Do not probe dk/rf
Amount:
.................................................................................
8 0-1000000. Actual Value
3 99999998. DK (Don't Know); NA (Not Ascertained)
1 99999999. RF (Refused)
1318 Blank. INAP (Inapplicable)
==========================================================================================
VJW003A AMOUNT IN PENSION WHEN LEFT-B - MIN -1
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W003A
Question text: {CORE AND EXIT} Did it amount to a total of less than $____ ,
more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $5,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X503
ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND
.................................................................................
3 0. Value of Breakpoint
1 50001. Value of Breakpoint
1326 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJW004A AMOUNT IN PENSION WHEN LEFT-B - MAX -1
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W004A
*
.................................................................................
1 149999. Value of Breakpoint
3 99999996. Greater than Maximum Breakpoint
1326 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJW005A AMOUNT IN PENSION WHEN LEFT-B - RESULT -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W005A
*
.................................................................................
2 98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
1327 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJW097A1 DISPOSITION OF PENSION-B -1 -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W097B[1]
We are interested in what [you/R's FIRST NAME's [husband/wife/partner]] did with
that plan. When [he/she] died, what did [you/R's FIRST NAME's
[husband/wife/partner]] do with that plan?
(Are/Is [you/R's FIRST NAME's [husband/wife/partner]] receiving benefits in the
form of regular payments now, did [you/R's FIRST NAME's [husband/wife/partner]]
withdraw all or part of the money, roll it over into an IRA, leave the plan
unchanged, convert it to or purchase an annuity, continue collecting all or part
of the benefits, lose the benefits, did [you/R's FIRST NAME's
[husband/wife/partner]] receive or [are you/is R's FIRST NAME's
[husband/wife/partner]] receiving one or more installments or irregular
payments, or what?)
[IWER: DO NOT PROBE, BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP
QUESTIONS]
.................................................................................
3 1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
1 2. ROLLED OVER INTO IRA
3 3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. CONTINUED COLLECTING ALL/PART OF R'S BENEFITS
6. LOST BENEFITS
1 7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
4 8. RECEIVING BENEFITS NOW
97. OTHER (SPECIFY)
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1317 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJW097A2 DISPOSITION OF PENSION-B -1 -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W097B[2]
We are interested in what [you/R's FIRST NAME's [husband/wife/partner]] did with
that plan. When [he/she] died, what did [you/R's FIRST NAME's
[husband/wife/partner]] do with that plan?
(Are/Is [you/R's FIRST NAME's [husband/wife/partner]] receiving benefits in the
form of regular payments now, did [you/R's FIRST NAME's [husband/wife/partner]]
withdraw all or part of the money, roll it over into an IRA, leave the plan
unchanged, convert it to or purchase an annuity, continue collecting all or part
of the benefits, lose the benefits, did [you/R's FIRST NAME's
[husband/wife/partner]] receive or [are you/is R's FIRST NAME's
[husband/wife/partner]] receiving one or more installments or irregular
payments, or what?)
[IWER: 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. CONTINUED COLLECTING ALL/PART OF R'S BENEFITS
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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 LEFTTOACCUMULATE IN W097B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW088A ALLOWED LUMP SUM PAYMENT-TYPE B -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W088A
[For the part of the money that you left in the plan, do/Do] expect to receive
benefits from this plan in the form of regular monthly or annual payments at
some time in the future?
.................................................................................
3 1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1327 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 NOT (WITHDREWTHEMONEY IN W097B) AND NOT (LOSTBENEFITS IN W097B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW065A ALLOWED LUMP SUM PAYMENT-TYPE B -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W065A
[Were/Was] [you/R’s FIRST NAME’s [husband/wife/partner]]allowed to receive
benefits as a cash settlement or a lump-sum payment?
.................................................................................
4 1. YES
5 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1320 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 (LEFTTOACCUMULATE IN W097B) OR (INSTALLMENTS IN W097B);
IF LEFTTOACCUMULATE IN W097B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW008A AMOUNT LEFT IN OLD ACCOUNT-B -1
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W008A
How much money did [he/she] leave in that plan?
Amount:
.................................................................................
2 150000-400000. Actual Value
1 9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
1327 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
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 (LEFTTOACCUMULATE IN W097B) OR (INSTALLMENTS IN W097B);
IF INSTALLMENTS IN W097B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW063A TYPE B PENSION TOTAL AMT RECEIVED IN INSTALLMENTS -1
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W063A
How much money in total did [you/he/she] receive in installments or irregular
payments in the last calendar year?
Amount:
.................................................................................
1 9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
1329 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 (LEFTTOACCUMULATE IN W097B) OR (INSTALLMENTS IN W097B);
IF (piW087_Consistency <> TYPEACONSISTENT) AND (W002A <> -2);
IF LEFTTOACCUMULATE IN W097B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW009A AMOUNT IN PENSION NOW-B -1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W009A
How much is in that account now?
Do not probe DK/RF
Amount:
.................................................................................
2 130000-400000. Actual Value
1 99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1327 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
VJW010A AMOUNT IN PENSION NOW-B - MIN -1
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W010A
Question text: Did it amount to less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $10,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X504
ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND
.................................................................................
1 50001. Value of Breakpoint
1329 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJW011A AMOUNT IN PENSION NOW-B - MAX -1
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W011A
*
.................................................................................
1 149999. Value of Breakpoint
1329 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJW012A AMOUNT IN PENSION NOW-B - RESULT -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W012A
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((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);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW013A AMOUNT CONVERTED TO ANNUITY-B -1
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W013A
How much did [you/he/she] (convert to/purchase as) an annuity?
Amount:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW014A AGE WHEN ANNUITY STARTED-B -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W014A
How old [were you/was R's FIRST NAME's [husband/wife/partner]] when
[you/he/she] started receiving benefits?
[IWER: 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
.................................................................................
3 55-63. Actual Value
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1326 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
IF W014A <> NONRESPONSE;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW086A AGE WHEN ANNUITY STARTED -MONTHS -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W086A
If R reports AGE and months, enter number of months
If R did not mention months, press [ENTER] to continue
.................................................................................
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW015A AMOUNT OF ANNUITY-B -1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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:
.................................................................................
2 900-1700. Actual Value
1 99999998. DK (Don't Know); NA (Not Ascertained)
1 99999999. RF (Refused)
1326 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
IF ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW016A AMOUNT OF ANNUITY PER-B -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W016A
PROBE if necessary: Is that per month or year?
Amount: $[AMOUNT OF ANNUITY-B]
Per:
.................................................................................
2 4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1328 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
IF ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW028A ADJUSTED FOR COST OF LIVING -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W028A
Are the benefits adjusted for changes in the cost of living?
.................................................................................
1 1. YES
1 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1328 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
IF ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL);
IF W028A = YES;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW059A BENEFITS ADJUSTED AUTOMATICALLY-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W059A
Are the benefits adjusted automatically?
.................................................................................
1 1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1329 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW049A ANNUITY BENEFITS DURATION -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W049A
Will this payment continue as long as [you/R's FIRST NAME's
[husband/wife/partner]] [live/lives], is it for a fixed period of time, or what?
.................................................................................
3 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)
1326 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
NOT(IF W049A = OTHERSPECIFY);
IF W049A = FORAFIXEDTIME;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW051A ANNUITY BENEFITS-UNTIL YR -1
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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)
1329 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
NOT(IF W049A = OTHERSPECIFY);
IF W049A = FORAFIXEDTIME;
IF W051A = EMPTY;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW052A ANNUITY BENEFITS-UNTIL AGE -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW053A ANNUITY BENEFITS-YEARS -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ROLLEDOVERINTOIRA IN W097B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW018A AMOUNT OF PENSION ROLLOVER-B -1
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W018A
How much did the rollover amount to?
Amount:
.................................................................................
1 1000000. Actual Value
1329 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 WITHDREWTHEMONEY IN W097B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW056A HOW MUCH MONEY WITHDRAWN -1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W056A
How much money did [you/[his/her] [husband/wife/partner]] withdraw or how much
was the lump sum or cash settlement [you/[his/her] [husband/wife/partner]]
received?
User Note: Due to a programming glitch, the following case did not get the
opportunity to respond to this question: HHID: 014617, PN: 010
.................................................................................
2 99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1328 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 WITHDREWTHEMONEY IN W097B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW057A WHAT DONE WITH MONEY WITHDRAWN -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W057A
What did [you/he/she] do with the money?
.................................................................................
1 1. BOUGHT DURABLES
2. SPENT IT
2 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)
1327 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW035A AGE EXPECT TO REC BENEFITS -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W035A
At what age [do you/does R’s FIRST NAME’s [husband/wife/partner]] expect to
start receiving (the rest of [his/her]) benefits from this plan?
[IWER: 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]
.................................................................................
3 59-70. Actual Value
96. ALREADY RECEIVING BENEFITS
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1327 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW098A AGE EXPECT TO REC BENEFITS-MO-1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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)
1329 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW036A FORM OF EXPECTED BENEFITS -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W036A
About how much [do you/does [he/she]] expect these benefits to be, either as an
amount per month or year or a lump sum amount?
.................................................................................
2 2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1327 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
IF W036A = PERCENTOFPAY;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW037A EXPECTED BENEFIT-PCT FINAL PAY-A -1
Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W037A
ENTER percent of final pay
1-100 percent
Percent:
.................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW038A AMOUNT OF EXPECTED BENEFITS -1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W038A
How much [do you/does [he/she]] expect to receive?
[IWER: DO NOT PROBE DK/RF]
.................................................................................
2 99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1328 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW039A EXPECTED BENEFITS PER -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJ133A AMT OF EXPECTED BENEFITS-MIN -1
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.J133_
Question text: Do you expect a total of less than $____ per month, more than
$____ per month, or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $500, $1,000, $2,000, $3,000
RANDOM ENTRY POINTS: $1,000, $2,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X507
ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND
.................................................................................
1 0. Value of Breakpoint
1 1000. Value of Breakpoint
1328 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJ134A AMOUNT OF EXPECTED BENEFITS - MAX -1
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.J134_
.................................................................................
1 1000. Value of Breakpoint
1 99999996. Greater than Maximum Breakpoint
1328 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJ135A AMOUNT OF EXPECTED BENEFITS - RESULT -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.J135_
.................................................................................
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1329 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
IF W036A = LUMPSUM;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW041A EXPECTED BENEFITS-LUMP SUM -1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W041A
ENTER lump sum amount
Amount:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW089A ANNUITY BENEFITS DURATION -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W089A
Will this payment continue as long as [as long as either you or your [
you/husband/wife/partner] live], is it for a fixed time period, or what?
.................................................................................
1 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)
1328 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW091A ANNUITY BENEFITS-UNTIL YR -1
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].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)
1329 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW092A ANNUITY BENEFITS-UNTIL AGE -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
IF W091A = EMPTY AND W092A = EMPTY;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW093A ANNUITY BENEFITS-YEARS -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((W041A = EMPTY AND ((piSecAStartInterviewA009_SelfPrxy = SLF))) AND ((W088A
= YES) OR (RECEIVING IN W097B))) AND (LEFTTOACCUMULATE IN W097B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW096A PLAN MONEY SAME AS BENEFITS -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W096A
[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?/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
3 2. YES, THE SAME MONEY
3. YES, PARTLY THE SAME
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1327 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW082B CERTAINTY ABOUT THE PLAN NAME-BRIEF -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].W082APlanType
Was it a 401K, a Supplemental Retirement Account (SRA), defined benefit, defined
contribution, or what? (What did [her /his ] former employer call it?)
.................................................................................
1. 401K PLAN
1 2. SUPPLEMENTAL RETIREMENT ACCOUNT (SRA)
1 3. DEFINED BENEFIT PLAN
4. DEFINED CONTRIBUTION PLAN
5. 401A PLAN
6. 403B PLAN
7. 457 PLAN
1 8. THRIFT/SAVINGS PLAN (TSP)
9. PROFIT-SHARING PLAN
1 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)
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1325 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW001B TYPE OF PENSION PLAN -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].W001A
[F1]--help
(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 [him/her] .[)]
Was [her /his ] 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
2 2. TYPE B PLAN
3. BOTH PLAN TYPES
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1325 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJW087B PENSION PLAN TYPE CONSISTENCY-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].W087_Consistency
User Note: If the Respondent answered 3 at W082 and 1 at W001, they were
assigned a 1 at this variable. If the Respondent did not answer 3 or DK or RF at
W082 and answered 2 at W001, they were assigned a 2 at this variable. Otherwise,
they were assigned a 4.
.................................................................................
1 1. TYPE A CONSISTENT
2 2. TYPE B CONSISTENT
3. CASH BALANCE
2 4. INCONSISTENT
1325 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW085B CERTAINTY ABOUT TYPE OF PLAN -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].W085A
Sometimes people are not sure about the number of retirement plans they have. We
are interested in how certain you are about the number of plans [FIRST NAME] had
on that job. Are you very certain, somewhat certain or not certain at all that
[she/he] actually had (a) [TYPE OF PENSION PLAN]?
.................................................................................
4 1. VERY CERTAIN
2. SOMEWHAT CERTAIN
3. NOT CERTAIN AT ALL
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1326 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW034B NUMBER OF YEARS IN PLAN -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].W034A
How many years altogether was [she/he] included in this plan?
INCLUDE years with other employers if same plan
ROUND the value to the nearest year
0-50 years
.................................................................................
3 8-20. Actual Value
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1326 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW043B HWP BENEFICIARY OF PENSION-B -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].W043A
Did [you/R’s FIRST NAME’s [husband/wife/partner]] or will [you/[his/her]
[husband/wife/partner]] receive any benefits from this plan?
.................................................................................
3 1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1327 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 piW087_Consistency <> TYPEACONSISTENT;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW002B AMOUNT IN PENS WHEN LEFT-B -2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W002A
[For the part of [her/his] pension where money was accumulated in an account,
how /How] much money was in [her/his] account when [she/he] died?
If R says 'does not have an account', enter [-2]
Do not probe dk/rf
Amount:
.................................................................................
2 10000-20000. Actual Value
1 99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1327 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
VJW003B AMOUNT IN PENSION WHEN LEFT-B - MIN -2
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W003A
Question text: {CORE AND EXIT} Did it amount to a total of less than $____ ,
more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $5,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X503
ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND
.................................................................................
1 50001. Value of Breakpoint
1329 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJW004B AMOUNT IN PENSION WHEN LEFT-B - MAX -2
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W004A
*
.................................................................................
1 149999. Value of Breakpoint
1329 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJW005B AMOUNT IN PENSION WHEN LEFT-B - RESULT -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W005A
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJW097B1 DISPOSITION OF PENSION-B -2 -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W097B[1]
We are interested in what [you/R's FIRST NAME's [husband/wife/partner]] did with
that plan. When [he/she] died, what did [you/R's FIRST NAME's
[husband/wife/partner]] do with that plan?
(Are/Is [you/R's FIRST NAME's [husband/wife/partner]] receiving benefits in the
form of regular payments now, did [you/R's FIRST NAME's [husband/wife/partner]]
withdraw all or part of the money, roll it over into an IRA, leave the plan
unchanged, convert it to or purchase an annuity, continue collecting all or part
of the benefits, lose the benefits, did [you/R's FIRST NAME's
[husband/wife/partner]] receive or [are you/is R's FIRST NAME's
[husband/wife/partner]] receiving one or more installments or irregular
payments, or what?)
[IWER: 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. CONTINUED COLLECTING ALL/PART OF R'S BENEFITS
6. LOST BENEFITS
1 7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
97. OTHER (SPECIFY)
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1327 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJW097B2 DISPOSITION OF PENSION-B -2 -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W097B[2]
We are interested in what [you/R's FIRST NAME's [husband/wife/partner]] did with
that plan. When [he/she] died, what did [you/R's FIRST NAME's
[husband/wife/partner]] do with that plan?
(Are/Is [you/R's FIRST NAME's [husband/wife/partner]] receiving benefits in the
form of regular payments now, did [you/R's FIRST NAME's [husband/wife/partner]]
withdraw all or part of the money, roll it over into an IRA, leave the plan
unchanged, convert it to or purchase an annuity, continue collecting all or part
of the benefits, lose the benefits, did [you/R's FIRST NAME's
[husband/wife/partner]] receive or [are you/is R's FIRST NAME's
[husband/wife/partner]] receiving one or more installments or irregular
payments, or what?)
[IWER: 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. CONTINUED COLLECTING ALL/PART OF R'S BENEFITS
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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 LEFTTOACCUMULATE IN W097B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW088B ALLOWED LUMP SUM PAYMENT-TYPE B -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W088A
[For the part of the money that you left in the plan, do/Do] 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)
1329 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 NOT (WITHDREWTHEMONEY IN W097B) AND NOT (LOSTBENEFITS IN W097B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW065B ALLOWED LUMP SUM PAYMENT-TYPE B -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W065A
[Were/Was] [you/R’s FIRST NAME’s [husband/wife/partner]]allowed to receive
benefits as a cash settlement or a lump-sum payment?
.................................................................................
2 1. YES
1 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1327 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 (LEFTTOACCUMULATE IN W097B) OR (INSTALLMENTS IN W097B);
IF LEFTTOACCUMULATE IN W097B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW008B AMOUNT LEFT IN OLD ACCOUNT-B -2
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W008A
How much money did [he/she] leave in that plan?
Amount:
.................................................................................
1 20000. Actual Value
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
1329 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 (LEFTTOACCUMULATE IN W097B) OR (INSTALLMENTS IN W097B);
IF INSTALLMENTS IN W097B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW063B TYPE B PENSION TOTAL AMT RECEIVED IN INSTALLMENTS -2
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W063A
How much money in total did [you/he/she] receive in installments or irregular
payments in the last calendar year?
Amount:
.................................................................................
1 9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
1329 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 (LEFTTOACCUMULATE IN W097B) OR (INSTALLMENTS IN W097B);
IF (piW087_Consistency <> TYPEACONSISTENT) AND (W002A <> -2);
IF LEFTTOACCUMULATE IN W097B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW009B AMOUNT IN PENSION NOW-B -2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W009A
How much is in that account now?
Do not probe DK/RF
Amount:
.................................................................................
1 20000. Actual Value
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1329 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJW010B AMOUNT IN PENSION NOW-B - MIN -2
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W010A
Question text: Did it amount to less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $10,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X504
ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND
.................................................................................
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJW011B AMOUNT IN PENSION NOW-B - MAX -2
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W011A
*
.................................................................................
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJW012B AMOUNT IN PENSION NOW-B - RESULT -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W012A
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((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);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW013B AMOUNT CONVERTED TO ANNUITY-B -2
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W013A
How much did [you/he/she] (convert to/purchase as) an annuity?
Amount:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW014B AGE WHEN ANNUITY STARTED-B -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W014A
How old [were you/was R's FIRST NAME's [husband/wife/partner]] when
[you/he/she] started receiving benefits?
[IWER: 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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
IF W014A <> NONRESPONSE;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW086B AGE WHEN ANNUITY STARTED -MONTHS -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW015B AMOUNT OF ANNUITY-B -2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
IF ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW016B AMOUNT OF ANNUITY PER-B -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
IF ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW028B ADJUSTED FOR COST OF LIVING -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
IF ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL);
IF W028A = YES;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW059B BENEFITS ADJUSTED AUTOMATICALLY-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W059A
Are the benefits adjusted automatically?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW049B ANNUITY BENEFITS DURATION -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W049A
Will this payment continue as long as [you/R's FIRST NAME's
[husband/wife/partner]] [live/lives], is it for a fixed period of time, or what?
.................................................................................
2. AS LONG AS 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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
NOT(IF W049A = OTHERSPECIFY);
IF W049A = FORAFIXEDTIME;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW051B ANNUITY BENEFITS-UNTIL YR -2
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
NOT(IF W049A = OTHERSPECIFY);
IF W049A = FORAFIXEDTIME;
IF W051A = EMPTY;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW052B ANNUITY BENEFITS-UNTIL AGE -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW053B ANNUITY BENEFITS-YEARS -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ROLLEDOVERINTOIRA IN W097B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW018B AMOUNT OF PENSION ROLLOVER-B -2
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W018A
How much did the rollover amount to?
Amount:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 WITHDREWTHEMONEY IN W097B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW056B HOW MUCH MONEY WITHDRAWN -2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W056A
How much money did [you/[his/her] [husband/wife/partner]] withdraw or how much
was the lump sum or cash settlement [you/[his/her] [husband/wife/partner]]
received?
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 WITHDREWTHEMONEY IN W097B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW057B WHAT DONE WITH MONEY WITHDRAWN -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W057A
What did [you/he/she] do with the money?
.................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW035B AGE EXPECT TO REC BENEFITS -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W035A
At what age [do you/does R's FIRST NAME's [husband/wife/partner]] expect to
start receiving (the rest of [his/her]) benefits from this plan?
[IWER: 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]
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW098B AGE EXPECT TO REC BENEFITS-MO-1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW036B FORM OF EXPECTED BENEFITS -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W036A
About how much [do you/does [he/she]] expect these benefits to be, either as an
amount per month or year or a lump sum amount?
.................................................................................
2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
IF W036A = PERCENTOFPAY;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW037B EXPECTED BENEFIT-PCT FINAL PAY-A -2
Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W037A
ENTER percent of final pay
1-100 percent
Percent:
.................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW038B AMOUNT OF EXPECTED BENEFITS -2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W038A
How much [do you/does [he/she]] expect to receive?
[IWER: DO NOT PROBE DK/RF]
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW039B EXPECTED BENEFITS PER -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJ133B AMT OF EXPECTED BENEFITS-MIN -2
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.J133_
Question text: Do you expect a total of less than $____ per month, more than
$____ per month, or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $500, $1,000, $2,000, $3,000
RANDOM ENTRY POINTS: $1,000, $2,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X507
ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND
.................................................................................
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJ134B AMOUNT OF EXPECTED BENEFITS - MAX -2
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.J134_
.................................................................................
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJ135B AMOUNT OF EXPECTED BENEFITS - RESULT -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.J135_
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
IF W036A = LUMPSUM;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW041B EXPECTED BENEFITS-LUMP SUM -2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W041A
ENTER lump sum amount
Amount:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW089B ANNUITY BENEFITS DURATION -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W089A
Will this payment continue as long as [as long as either you or your [
you/husband/wife/partner] live], is it for a fixed time period, or what?
.................................................................................
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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW091B ANNUITY BENEFITS-UNTIL YR -2
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW092B ANNUITY BENEFITS-UNTIL AGE -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
IF W091A = EMPTY AND W092A = EMPTY;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW093B ANNUITY BENEFITS-YEARS -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((W041A = EMPTY AND ((piSecAStartInterviewA009_SelfPrxy = SLF))) AND ((W088A
= YES) OR (RECEIVING IN W097B))) AND (LEFTTOACCUMULATE IN W097B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW096B PLAN MONEY SAME AS BENEFITS -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W096A
[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? 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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW082C CERTAINTY ABOUT THE PLAN NAME-BRIEF -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].W082APlanType
Was it a 401K, a Supplemental Retirement Account (SRA), defined benefit, defined
contribution, or what? (What did [her /his ] former employer call it?)
.................................................................................
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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW001C TYPE OF PENSION PLAN -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].W001A
[F1]--help
(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 [him/her] .[)]
Was [her /his ] 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. TYPE A PLAN
2. TYPE B PLAN
3. BOTH PLAN TYPES
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJW087C PENSION PLAN TYPE CONSISTENCY-3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].W087_Consistency
User Note: If the Respondent answered 3 at W082 and 1 at W001, they were
assigned a 1 at this variable. If the Respondent did not answer 3 or DK or RF at
W082 and answered 2 at W001, they were assigned a 2 at this variable. Otherwise,
they were assigned a 4.
.................................................................................
1. TYPE A CONSISTENT
2. TYPE B CONSISTENT
3. CASH BALANCE
4. INCONSISTENT
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW085C CERTAINTY ABOUT TYPE OF PLAN -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].W085A
Sometimes people are not sure about the number of retirement plans they have. We
are interested in how certain you are about the number of plans [FIRST NAME] had
on that job. Are you very certain, somewhat certain or not certain at all that
[she/he] actually had (a) [TYPE OF PENSION PLAN]?
.................................................................................
1. VERY CERTAIN
2. SOMEWHAT CERTAIN
3. NOT CERTAIN AT ALL
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW034C NUMBER OF YEARS IN PLAN -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].W034A
How many years altogether was [she/he] included in this plan?
INCLUDE years with other employers if same plan
ROUND the value to the nearest year
0-50 years
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW043C HWP BENEFICIARY OF PENSION-B -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].W043A
Did [you/R’s FIRST NAME’s [husband/wife/partner]] or will [you/[his/her]
[husband/wife/partner]] receive any benefits from this plan?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 piW087_Consistency <> TYPEACONSISTENT;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW002C AMOUNT IN PENS WHEN LEFT-B -3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W002A
[For the part of [her/his] pension where money was accumulated in an account,
how /How] much money was in [her/his] account when [she/he] died?
If R says 'does not have an account', enter [-2]
Do not probe dk/rf
Amount:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJW003C AMOUNT IN PENSION WHEN LEFT-B - MIN -3
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W003A
Question text: {CORE AND EXIT} Did it amount to a total of less than $____ ,
more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $5,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X503
ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND
.................................................................................
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJW004C AMOUNT IN PENSION WHEN LEFT-B - MAX -3
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W004A
*
.................................................................................
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJW005C AMOUNT IN PENSION WHEN LEFT-B - RESULT -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W005A
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJW097C1 DISPOSITION OF PENSION-B -3 -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W097B[1]
We are interested in what [you/R's FIRST NAME's [husband/wife/partner]] did with
that plan. When [he/she] died, what did [you/R's FIRST NAME's
[husband/wife/partner]] do with that plan?
(Are/Is [you/R's FIRST NAME's [husband/wife/partner]] receiving benefits in the
form of regular payments now, did [you/R's FIRST NAME's [husband/wife/partner]]
withdraw all or part of the money, roll it over into an IRA, leave the plan
unchanged, convert it to or purchase an annuity, continue collecting all or part
of the benefits, lose the benefits, did [you/R's FIRST NAME's
[husband/wife/partner]] receive or [are you/is R's FIRST NAME's
[husband/wife/partner]] receiving one or more installments or irregular
payments, or what?)
[IWER: 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. CONTINUED COLLECTING ALL/PART OF R'S BENEFITS
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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJW097C2 DISPOSITION OF PENSION-B -3 -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W097B[2]
We are interested in what [you/R's FIRST NAME's [husband/wife/partner]] did with
that plan. When [he/she] died, what did [you/R's FIRST NAME's
[husband/wife/partner]] do with that plan?
(Are/Is [you/R's FIRST NAME's [husband/wife/partner]] receiving benefits in the
form of regular payments now, did [you/R's FIRST NAME's [husband/wife/partner]]
withdraw all or part of the money, roll it over into an IRA, leave the plan
unchanged, convert it to or purchase an annuity, continue collecting all or part
of the benefits, lose the benefits, did [you/R's FIRST NAME's
[husband/wife/partner]] receive or [are you/is R's FIRST NAME's
[husband/wife/partner]] receiving one or more installments or irregular
payments, or what?)
[IWER: 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. CONTINUED COLLECTING ALL/PART OF R'S BENEFITS
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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 LEFTTOACCUMULATE IN W097B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW088C ALLOWED LUMP SUM PAYMENT-TYPE B -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W088A
[For the part of the money that you left in the plan, do/Do] expect to receive
benefits from this plan in the form of regular monthly or annual payments at
some time in the future?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 NOT (WITHDREWTHEMONEY IN W097B) AND NOT (LOSTBENEFITS IN W097B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW065C ALLOWED LUMP SUM PAYMENT-TYPE B -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W065A
[Were/Was] [you/R’s FIRST NAME’s [husband/wife/partner]]allowed to receive
benefits as a cash settlement or a lump-sum payment?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 (LEFTTOACCUMULATE IN W097B) OR (INSTALLMENTS IN W097B);
IF LEFTTOACCUMULATE IN W097B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW008C AMOUNT LEFT IN OLD ACCOUNT-B -3
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W008A
How much money did [he/she] leave in that plan?
Amount:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 (LEFTTOACCUMULATE IN W097B) OR (INSTALLMENTS IN W097B);
IF INSTALLMENTS IN W097B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW063C TYPE B PENSION TOTAL AMT RECEIVED IN INSTALLMENTS -3
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W063A
How much money in total did [you/he/she] receive in installments or irregular
payments in the last calendar year?
Amount:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 (LEFTTOACCUMULATE IN W097B) OR (INSTALLMENTS IN W097B);
IF (piW087_Consistency <> TYPEACONSISTENT) AND (W002A <> -2);
IF LEFTTOACCUMULATE IN W097B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW009C AMOUNT IN PENSION NOW-B -3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W009A
How much is in that account now?
Do not probe DK/RF
Amount:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJW010C AMOUNT IN PENSION NOW-B - MIN -3
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W010A
Question text: Did it amount to less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $10,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X504
ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND
.................................................................................
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJW011C AMOUNT IN PENSION NOW-B - MAX -3
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W011A
*
.................................................................................
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJW012C AMOUNT IN PENSION NOW-B - RESULT -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W012A
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((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);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW013C AMOUNT CONVERTED TO ANNUITY-B -3
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W013A
How much did [you/he/she] (convert to/purchase as) an annuity?
Amount:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW014C AGE WHEN ANNUITY STARTED-B -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W014A
How old [were you/was R's FIRST NAME's [husband/wife/partner]] when
[you/he/she] started receiving benefits?
[IWER: 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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
IF W014A <> NONRESPONSE;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW086C AGE WHEN ANNUITY STARTED -MONTHS -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW015C AMOUNT OF ANNUITY-B -3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
IF ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW016C AMOUNT OF ANNUITY PER-B -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
IF ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW028C ADJUSTED FOR COST OF LIVING -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
IF ((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL);
IF W028A = YES;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW059C BENEFITS ADJUSTED AUTOMATICALLY-3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W059A
Are the benefits adjusted automatically?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW049C ANNUITY BENEFITS DURATION -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W049A
Will this payment continue as long as [you/R's FIRST NAME's
[husband/wife/partner]] [live/lives], is it for a fixed period of time, or what?
.................................................................................
2. AS LONG AS 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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
NOT(IF W049A = OTHERSPECIFY);
IF W049A = FORAFIXEDTIME;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW051C ANNUITY BENEFITS-UNTIL YR -3
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((CONVERTTOANNUITY IN W097B) OR (RECEIVING IN W097B)) OR (CONTINUEDCOLLECTING
IN W097B);
NOT(IF W049A = OTHERSPECIFY);
IF W049A = FORAFIXEDTIME;
IF W051A = EMPTY;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW052C ANNUITY BENEFITS-UNTIL AGE -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW053C ANNUITY BENEFITS-YEARS -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ROLLEDOVERINTOIRA IN W097B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW018C AMOUNT OF PENSION ROLLOVER-B -3
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W018A
How much did the rollover amount to?
Amount:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 WITHDREWTHEMONEY IN W097B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW056C HOW MUCH MONEY WITHDRAWN -3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W056A
How much money did [you/[his/her] [husband/wife/partner]] withdraw or how much
was the lump sum or cash settlement [you/[his/her] [husband/wife/partner]]
received?
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 WITHDREWTHEMONEY IN W097B;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW057C WHAT DONE WITH MONEY WITHDRAWN -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W057A
What did [you/he/she] do with the money?
.................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW035C AGE EXPECT TO REC BENEFITS -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W035A
At what age [do you/does R's FIRST NAME's [husband/wife/partner]] expect to
start receiving (the rest of [his/her]) benefits from this plan?
[IWER: 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]
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW098C AGE EXPECT TO REC BENEFITS-MO-1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW036C FORM OF EXPECTED BENEFITS -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W036A
About how much [do you/does [he/she]] expect these benefits to be, either as an
amount per month or year or a lump sum amount?
.................................................................................
2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
IF W036A = PERCENTOFPAY;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW037C EXPECTED BENEFIT-PCT FINAL PAY-A -3
Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W037A
ENTER percent of final pay
1-100 percent
Percent:
.................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW038C AMOUNT OF EXPECTED BENEFITS -3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W038A
How much [do you/does [he/she]] expect to receive?
[IWER: DO NOT PROBE DK/RF]
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW039C EXPECTED BENEFITS PER -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJ133C AMT OF EXPECTED BENEFITS-MIN -3
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.J133_
Question text: Do you expect a total of less than $____ per month, more than
$____ per month, or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $500, $1,000, $2,000, $3,000
RANDOM ENTRY POINTS: $1,000, $2,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X507
ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND
.................................................................................
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJ134C AMOUNT OF EXPECTED BENEFITS - MAX -3
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.J134_
.................................................................................
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VJ135C AMOUNT OF EXPECTED BENEFITS - RESULT -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.J135_
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
IF W036A = LUMPSUM;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW041C EXPECTED BENEFITS-LUMP SUM -3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W041A
ENTER lump sum amount
Amount:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW089C ANNUITY BENEFITS DURATION -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W089A
Will this payment continue as long as [as long as either you or your [
you/husband/wife/partner] live], is it for a fixed time period, or what?
.................................................................................
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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW091C ANNUITY BENEFITS-UNTIL YR -3
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW092C ANNUITY BENEFITS-UNTIL AGE -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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;
IF W091A = EMPTY AND W092A = EMPTY;
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW093C ANNUITY BENEFITS-YEARS -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
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 ((W041A = EMPTY AND ((piSecAStartInterviewA009_SelfPrxy = SLF))) AND ((W088A
= YES) OR (RECEIVING IN W097B))) AND (LEFTTOACCUMULATE IN W097B);
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
VJW096C PLAN MONEY SAME AS BENEFITS -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W096A
[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?/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)
1330 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
VVDATE 2008 DATA MODEL VERSION
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
User Note: This variable identifies which data model was used to interview the
household. Please reference the data description for a summary of changes in
each data model.
.................................................................................
121 1. Version 1
216 2. Version 2
208 3. Version 3
785 4. Version 4
==========================================================================================
VVERSION 2008 DATA RELEASE VERSION
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
.................................................................................
1330 1. HRS 2008 Exit Final Release
|