==========================================================================================
Section K: LAST JOB (Respondent)
==========================================================================================
HHID HOUSEHOLD IDENTIFICATION NUMBER
Section: K Level: Respondent Type: Character Width: 6 Decimals: 0
.................................................................................
22034 000003-959738. Household Identification Number
==========================================================================================
PN RESPONDENT PERSON IDENTIFICATION NUMBER
Section: K Level: Respondent Type: Character Width: 3 Decimals: 0
.................................................................................
12326 010. Person Identifier
625 011. Person Identifier
29 012. Person Identifier
1 013. Person Identifier
7141 020. Person Identifier
177 021. Person Identifier
9 022. Person Identifier
1 023. Person Identifier
633 030. Person Identifier
45 031. Person Identifier
7 032. Person Identifier
975 040. Person Identifier
58 041. Person Identifier
6 042. Person Identifier
1 043. Person Identifier
==========================================================================================
MSUBHH 2010 SUB HOUSEHOLD IDENTIFICATION NUMBER
Section: K Level: Respondent Type: Character Width: 1 Decimals: 0
.................................................................................
20699 0. Original sample household - no split from divorce or
separation of spouses or partners
672 1. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
503 2. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
52 5. Split household - one half of couple from SUBHH 1 or 2
6 6. Split household - one half of couple from SUBHH 1 or 2
101 7. Reunited household - respondents from split household
reunite
1 8. Split household - one half of couple from SUBHH 1 or 2
==========================================================================================
LSUBHH 2008 SUB HOUSEHOLD IDENTIFICATION NUMBER
Section: K Level: Respondent Type: Character Width: 1 Decimals: 0
.................................................................................
14544 0. Original sample household - no split from divorce or
separation of spouses or partners
610 1. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
471 2. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
39 5. Split household - one half of couple from SUBHH 1 or 2
6 6. Split household - one half of couple from SUBHH 1 or 2
69 7. Reunited household - respondents from split household
reunite
1 8. Split household - one half of couple from SUBHH 1 or 2
6294 Blank. NEW COHORT HH
==========================================================================================
MPN_SP 2010 SPOUSE/PARTNER PERSON NUMBER
Section: K Level: Respondent Type: Character Width: 3 Decimals: 0
.................................................................................
6364 010. Person Identifier
598 011. Person Identifier
28 012. Person Identifier
6051 020. Person Identifier
155 021. Person Identifier
8 022. Person Identifier
1 023. Person Identifier
461 030. Person Identifier
41 031. Person Identifier
6 032. Person Identifier
733 040. Person Identifier
63 041. Person Identifier
6 042. Person Identifier
1 043. Person Identifier
37 811. Spouse of Non-Original Respondent
4 812. Spouse of Non-Original Respondent
8 821. Spouse of Non-Original Respondent
2 822. Spouse of Non-Original Respondent
4 831. Spouse of Non-Original Respondent
4 841. Spouse of Non-Original Respondent
1 842. Spouse of Non-Original Respondent
7458 Blank. Single Respondent Household
==========================================================================================
MCSR 2010 WHETHER COVERSHEET RESPONDENT
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
.................................................................................
15280 1. Yes
18 3. 2nd Coverscreen R, answers not retained
6736 5. No
==========================================================================================
MFAMR 2010 WHETHER FAMILY RESPONDENT
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
.................................................................................
14977 1. Family R
14 3. 2nd Family R, answers not retained
7043 5. Non-Family R
==========================================================================================
MFINR 2010 WHETHER FINANCIAL RESPONDENT
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
.................................................................................
15130 1. Financial R
14 3. 2nd Financial R, answers not retained
6890 5. Non-Financial R
==========================================================================================
IF ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST) THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) THEN
IF piRVarsZ076_ReIwR_V <> REIWR THEN
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK003 WORK FOR PAY MORE THAN FEW MOS
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.EMPHISTORY.K003_EverWrkPay
Have you ever worked for pay for more than a few months?
.................................................................................
1682 1. YES
494 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
5 9. RF (Refused)
19852 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K003_EverWrkPay
IF (SecK.EMPHISTORY.K003_EverWrkPay <> NO) AND SecK.EMPHISTORY.K003_EverWrkPay
<> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK004 LAST WRKED WHEN-YR
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecK.EMPHISTORY.K004_YrLastWrkPay
When did you last work for pay?
Year:
.................................................................................
1583 1920-2011. Actual Value
18 9998. DK (Don't Know); NA (Not Ascertained)
8 9999. RF (Refused)
20425 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K004_YrLastWrkPay
IF SecK.EMPHISTORY.K004_YrLastWrkPay = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK005 LAST WRKED WHEN-YRS AGO
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.EMPHISTORY.K005_YrsAgoWrkPay
(When did you last work for pay?)
Years ago:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
71 1 50 11.13 9.56 21961
-----------------------------------------------------------------
2 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K004_YrLastWrkPay
IF NOT (((SecK.EMPHISTORY.K004_YrLastWrkPay < piInitA062T2YrsAgo_A) OR
(SecK.EMPHISTORY.K004_YrLastWrkPay > YEAR (SYSDATE))) AND
(SecK.EMPHISTORY.K005_YrsAgoWrkPay = 0)) THEN
IF NOT ((SecK.EMPHISTORY.K005_YrsAgoWrkPay > 2) AND
(SecK.EMPHISTORY.K004_YrLastWrkPay = 0)) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK006 LAST WRKED-MO
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.EMPHISTORY.K006_
In what month was that?
.................................................................................
71 1. JAN
50 2. FEB
54 3. MAR
64 4. APR
56 5. MAY
85 6. JUN
66 7. JUL
62 8. AUG
57 9. SEP
53 10. OCT
37 11. NOV
51 12. DEC
11 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
21317 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K004_YrLastWrkPay
IF NOT (((SecK.EMPHISTORY.K004_YrLastWrkPay > 0) AND
(SecK.EMPHISTORY.K004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(SecK.EMPHISTORY.K005_YrsAgoWrkPay > 20)) THEN
IF (SecK.EMPHISTORY.K004_YrLastWrkPay <> REFUSAL) AND
(SecK.EMPHISTORY.K005_YrsAgoWrkPay <> REFUSAL) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK007 SELF/OTHER EMPLOYED
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.EMPHISTORY.K007_LstJobSelfOthEmp
The next questions are about the last job you had. We're interested in your
situation near the end of this job. Did you work for someone else, were you
self-employed, or what?
If R says, 'I ran my own business' enter 'self-employed'
.................................................................................
1446 1. SOMEONE ELSE
120 2. SELF-EMPLOYED
2 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
20465 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K007_LstJobSelfOthEmp
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK008M INDUSTRY - MASKED
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.EMPHISTORY.K008_IndLastJob
What kind of business or industry did you work in-- that is, what did they make
or do at the place where you worked?/What industry did you work in? That is,
what did your company do or make? (What industry did you typically work in?)
User Note: Code categories have been collapsed to protect participant
confidentiality.
.................................................................................
18 1. Agriculture, Forestry, Fishing, and Hunting (017 - 029)
6 2. Mining (037 - 049)
13 3. Utilities (057 - 069)
112 4. Construction (077)
247 5. Manufacturing (continued) (107 - 399)
47 6. Wholesale Trade (407 - 459)
160 7. Retail Trade (467 - 579)
86 8. Transportation and Warehousing (607 - 639)
29 9. Information (647 - 679)
51 10. Finance and Insurance (687 - 699)
35 11. Real Estate and Rental and Leasing (707 - 719)
58 12. Professional, Scientific, and Technical Services (727 - 749)
88 13. Management, Administrative and Support, and Waste (757 -
779)
97 14. Educational Services (786 - 789)
232 15. Health Care and Social Assistance (797 - 847)
25 16. Arts, Entertainment, and Recreation (856 - 859)
115 17. Accommodations and Food Services (866 - 869)
69 18. Other Services (Except Public Administration) (877 - 929)
72 19. Public Administration and Active Duty Military (937 - 987)
96. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
3 99. RF (Refused)
20471 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K008_IndLastJob
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK010M TYPE WRK DONE - MASKED
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.EMPHISTORY.K010_TypeWorkLastJob
What sort of work did you do? (Tell me a little more about what you did.)
User Note: Code categories have been collapsed to protect participant
confidentiality.
.................................................................................
75 1. Management Occupations (000 - 044)
15 2. Business Operations Specialists (050 - 073)
24 3. Financial Specialists (080 - 095)
17 4. Computer and Mathematical Occupations (100 - 124)
10 5. Architecture and Engineering Occupations (130 - 156)
7 6. Life, Physical, and Social Science Occupations (160 - 196)
29 7. Community and Social Services Occupations (200 - 206)
8 8. Legal Occupations (210 - 215)
61 9. Education, Training, and Library Occupations (220 - 255)
16 10. Arts, Design, Entertainment, Sports, and Media Occupations
(260 - 296)
38 11. Healthcare Practitioners and Technical Occupations (300 -
354)
58 12. Healthcare Support Occupations (360 - 365)
38 13. Protective Service Occupations (370 - 395)
97 14. Food Preparation and Serving Occupations (400 - 416)
115 15. Building and Grounds Cleaning and Maintenance Occupations
(420 - 425)
88 16. Personal Care and Service Occupations (430 - 465)
148 17. Sales Occupations (470 - 496)
236 18. Office and Administrative Support Occupations (500 - 593)
13 19. Farming, Fishing, and Forestry Occupations (600 - 613)
99 20. Construction Trades (620 - 676)
1 21. Extraction Workers (680 - 694)
37 22. Installation, Maintenance, and Repair Workers (700 - 762)
180 23. Production Occupations (770 - 896)
145 24. Transportation and Material Moving Occupations (900 - 975)
4 25. Military Specific Occupations (900 - 975)
96. Data Not Available
1 99. Not Ascertained (DK;RF)
20474 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K010_TypeWorkLastJob
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK011 HRS WRK PR WK
Section: K Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecK.EMPHISTORY.K011_
How many hours a week did you usually work [for that employer/in that business]?
Hours per week:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
1540 1 168 40.15 15.59 20467
-----------------------------------------------------------------
26 998. DK (Don't Know); NA (Not Ascertained)
1 999. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K011_
IF SecK.EMPHISTORY.K007_LstJobSelfOthEmp <> SLFEMPD THEN
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK012 COULD REDUCE HRS IF WANTED
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.EMPHISTORY.K012_
Not counting any overtime hours, could you have reduced the number of hours in
your regular work schedule?
.................................................................................
396 1. YES
1039 5. NO
8 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20591 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K012_
IF (SecK.EMPHISTORY.K012_ <> NO) AND SecK.EMPHISTORY.K012_ <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK013 COULD REDUCE HRS IF WANTED- AFFECT PAY
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.EMPHISTORY.K013_
Could you have reduced your work hours by quite a lot, say to half what you
usually worked, without affecting either your hourly pay rate or your fringe
benefits?
.................................................................................
125 1. YES
263 5. NO
8 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
21638 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K011_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK014 WKS WRK PR YR
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.EMPHISTORY.K014_
Read slowly
Counting paid vacations as weeks of work, how many weeks a year did you usually
work?
# of weeks:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
1474 1 52 45.87 12.40 20467
-----------------------------------------------------------------
90 98. DK (Don't Know); NA (Not Ascertained)
3 99. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K014_
IF ((SecK.EMPHISTORY.K007_LstJobSelfOthEmp <> SLFEMPD) AND (piHHX023_Cohort_V
<> AHEAD)) AND (piHHX023_Cohort_V <> CODA) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK039 LAST JOB SALARIED OR HOURLY
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.EMPHISTORY.K039_
Were you salaried on that job, paid by the hour, or what?
.................................................................................
314 1. SALARIED
1027 2. HOURLY
37 3. PIECEWORK/COMMISSION
60 7. OTHER/COMBINATION
5 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20591 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K014_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK015 EARNINGS WHEN LEFT
Section: K Level: Respondent Type: Numeric Width: 12 Decimals: 2
Ref: SecK.EMPHISTORY.K015_
How much were you earning, before deductions, when you [left that
employer?/stopped working for the business?]
If respondent was a teacher, record annual salary
If amount per hour, enter both dollars and cents
Amount:
Per:
.................................................................................
1437 0-250000. Actual Value
103 999999998. DK (Don't Know); NA (Not Ascertained)
27 999999999. RF (Refused)
20467 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K015_
IF (SecK.EMPHISTORY.K015_ <> 0) AND SecK.EMPHISTORY.K015_ <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK016 EARNINGS WHEN LEFT- PER
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.EMPHISTORY.K016_
How much were you earning, before deductions, when you [left that
employer?/stopped working for the business?]
If respondent was a teacher, record annual salary
If amount per hour, enter both dollars and cents
Amount:
Per:
.................................................................................
633 1. HOUR
291 2. WEEK
87 3. EVERY TWO WEEKS/BI-WEEKLY
99 4. MONTH
2 5. TWICE A MONTH
291 6. YEAR
29 7. OTHER (SPECIFY); including per visit, class, mile, job
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20602 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K015_
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA) THEN
IF SecK.EMPHISTORY.K007_LstJobSelfOthEmp <> SLFEMPD THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK018 # OF EMPLOYEES AT LOCATION
Section: K Level: Respondent Type: Numeric Width: 7 Decimals: 0
Ref: SecK.EMPHISTORY.K018_
About how many employees worked for that company or organization at the location
where you worked?
Do not probe DK/RF
# Of employees:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
1264 1 50000 389.12 2153.98 20591
-----------------------------------------------------------------
177 9999998. DK (Don't Know); NA (Not Ascertained)
2 9999999. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K018_
IF SecK.EMPHISTORY.K018_ = NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK019 ESTIMATED # EMPLOYEES AT LOCATION
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.EMPHISTORY.K019_
Was it fewer than 5, 5 to 14, 15 to 24, 25 to 99, 100 to 499, or 500 or more?
.................................................................................
2 1. FEWER THAN 5
7 2. 5 TO 14
10 3. 15 TO 24
41 4. 25 TO 99
47 5. 100 TO 499
39 6. 500 OR MORE
33 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
21855 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K015_
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK020 TOTAL # OF EMPLOYEES
Section: K Level: Respondent Type: Numeric Width: 7 Decimals: 0
Ref: SecK.EMPHISTORY.K020_
About how many employees worked for that company or organization at all
locations?
Do not probe DK/RF
[ENTER '9999996' If only one location]
IWER: THE NUMBER MUST BE AT LEAST AS LARGE AS K018
# Of employees:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
770 0 2000000 21600.60 115419.02 20472
-----------------------------------------------------------------
224 9999996. ONE LOCATION
566 9999998. DK (Don't Know); NA (Not Ascertained)
2 9999999. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K020_
IF SecK.EMPHISTORY.K020_ = NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK021 ESTIMATED TOTAL # EMPLOYEES
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.EMPHISTORY.K021_
Was it fewer than 5, 5 to 14, 15 to 24, 25 to 99, 100 to 499, or 500 or more?
.................................................................................
8 1. FEWER THAN 5
20 2. 5 TO 14
17 3. 15 TO 24
37 4. 25 TO 99
59 5. 100 TO 499
312 6. 500 OR MORE
114 8. DK (Don't Know); NA (Not Ascertained)
2 9. RF (Refused)
21465 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K004_YrLastWrkPay
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK022 START WRK-YR
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecK.EMPHISTORY.K022_YrStrtWrkPay
When did you start working for [that employer/[yourself]]?
Year:
.................................................................................
1558 1919-2011. Actual Value
53 9998. DK (Don't Know); NA (Not Ascertained)
9 9999. RF (Refused)
20414 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K022_YrStrtWrkPay
IF SecK.EMPHISTORY.K022_YrStrtWrkPay = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK023 START WRK-YRS AGO
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.EMPHISTORY.K023_YrsAgoStrtWrkPay
(When did you start working for [that employer/[yourself]]?)
Years ago:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
40 2 30 16.60 7.50 21993
-----------------------------------------------------------------
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K023_YrsAgoStrtWrkPay
IF SecK.EMPHISTORY.K023_YrsAgoStrtWrkPay = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK024 START WRK- AT AGE
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.EMPHISTORY.K024_AgeStrtWrkPay
(When did you start working for [that employer/[yourself]]?)
At age:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
19 14 50 25.68 12.15 22015
-----------------------------------------------------------------
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K022_YrStrtWrkPay
IF NOT (((SecK.EMPHISTORY.K004_YrLastWrkPay > 0) AND
(SecK.EMPHISTORY.K004_YrLastWrkPay < (YEAR (SYSDATE) - 20))) OR
(SecK.EMPHISTORY.K005_YrsAgoWrkPay > 20)) THEN
IF (SecK.EMPHISTORY.K004_YrLastWrkPay <> REFUSAL) AND
(SecK.EMPHISTORY.K005_YrsAgoWrkPay <> REFUSAL) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK025 EARNINGS WHEN STARTED
Section: K Level: Respondent Type: Numeric Width: 12 Decimals: 2
Ref: SecK.EMPHISTORY.K025_
How much were you earning, before taxes and other deductions, when you started?
If amount per hour, enter both dollars and cents
Amount:
Per:
.................................................................................
1368 0-195000. Actual Value
173 999999998. DK (Don't Know); NA (Not Ascertained)
26 999999999. RF (Refused)
20467 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K025_
IF (SecK.EMPHISTORY.K025_ <> 0) AND SecK.EMPHISTORY.K025_ <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK026 EARNINGS WHEN STARTED- PER
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.EMPHISTORY.K026_
(How much were you earning, before taxes and other deductions, when you
started?)
Amount: [EARNINGS WHEN STARTED]
Per:
.................................................................................
654 1. HOUR
265 2. WEEK
71 3. EVERY TWO WEEKS/BI-WEEKLY
82 4. MONTH
1 5. TWICE A MONTH
258 6. YEAR
24 7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20679 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K025_
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA) THEN
IF SecK.EMPHISTORY.K007_LstJobSelfOthEmp <> SLFEMPD THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK028 UNION CONTRACT/EMPLOYEE CONTRACT
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.EMPHISTORY.K028_
Were you covered on that job by a union or employee-association contract?
.................................................................................
330 1. YES
1095 5. NO
17 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
20591 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K025_
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK029M1 WHY LEFT EMPLOYER- 1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.EMPHISTORY.K029M[1]
Why did you [leave that employer?/stop working at this business?]
Probe if necessary: (Did the business close, were you laid off or let go, did
you have poor health or a disability, did you leave to take care of family
members, did you quit, did you retire, did ownership of your employment change,
did your pension rules change, or what?)
Do not probe but enter all that apply
.................................................................................
109 1. BUSINESS CLOSED; business moved or sold
447 2. LAID OFF/LET GO; temporary or seasonal job ended; contract
over; lack of work/clients/customers; downsizing;
reorganization; change of political administration; employer
died/too sick
514 3. POOR HEALTH/DISABLED; poor mental health; R died; death;
surgery; injury; old age
78 4. FAMILY CARE; marriage; pregnancy; child care; husband's
wishes; wanted more time at home; to be with family
8 5. Went to school/received more training
133 6. QUIT; bored/burned out; didn't like job/wanted a change;
problems with supervisor/co-workers; lack of pay/work
hours/promotion/benefits/help; dispute with employer; sexual
harassment; couldn't do work anymore; poor/dangerous working
conditions; too stress
132 7. RETIRED
29 8. R (family) moved
20 9. OWNERSHIP CHANGED
2 10. PENSION RULES CHANGED
2 15. Handed over responsibilities to other family members
7 16. Transportation; distance to work
23. To travel
24. Early retirement incentive/offer
25. Financially advantageous for R to not work (tax/IRS/Social
Security reasons)
8 93. Another job; self employment; start own business; work in
family business
16 95. R has not left/still has this job
48 97. OTHER (SPECIFY)
5 98. DK (Don't Know); NA (Not Ascertained)
4 99. RF (Refused)
20472 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K025_
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK029M2 WHY LEFT EMPLOYER- 2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.EMPHISTORY.K029M[2]
Why did you [leave that employer?/stop working at this business?]
Probe if necessary: (Did the business close, were you laid off or let go, did
you have poor health or a disability, did you leave to take care of family
members, did you quit, did you retire, did ownership of your employment change,
did your pension rules change, or what?)
Do not probe but enter all that apply
.................................................................................
9 1. BUSINESS CLOSED; business moved or sold
15 2. LAID OFF/LET GO; temporary or seasonal job ended; contract
over; lack of work/clients/customers; downsizing;
reorganization; change of political administration; employer
died/too sick
26 3. POOR HEALTH/DISABLED; poor mental health; R died; death;
surgery; injury; old age
8 4. FAMILY CARE; marriage; pregnancy; child care; husband's
wishes; wanted more time at home; to be with family
5. Went to school/received more training
18 6. QUIT; bored/burned out; didn't like job/wanted a change;
problems with supervisor/co-workers; lack of pay/work
hours/promotion/benefits/help; dispute with employer; sexual
harassment; couldn't do work anymore; poor/dangerous working
conditions; too stress
19 7. RETIRED
3 8. R (family) moved
5 9. OWNERSHIP CHANGED
10. PENSION RULES CHANGED
15. Handed over responsibilities to other family members
2 16. Transportation; distance to work
1 23. To travel
1 24. Early retirement incentive/offer
1 25. Financially advantageous for R to not work (tax/IRS/Social
Security reasons)
3 93. Another job; self employment; start own business; work in
family business
1 95. R has not left/still has this job
10 97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
21912 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K025_
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK029M3 WHY LEFT EMPLOYER -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.EMPHISTORY.K029M[3]
Why did you [leave that employer?/stop working at this business?]
Probe if necessary: (Did the business close, were you laid off or let go, did
you have poor health or a disability, did you leave to take care of family
members, did you quit, did you retire, did ownership of your employment change,
did your pension rules change, or what?)
Do not probe but enter all that apply
.................................................................................
1 1. BUSINESS CLOSED
2. LAID OFF/LET GO
3. POOR HEALTH/DISABLED
4. FAMILY CARE
5. Went to school/received more training
1 6. QUIT
1 7. RETIRED
8. R (family) moved
9. OWNERSHIP CHANGED
10. PENSION RULES CHANGED
15. Handed over responsibilities to other family members
1 16. Transportation; distance to work
23. To travel
24. Early retirement incentive/offer
25. Financially advantageous for R to not work (tax/IRS/Social
Security reasons)
93. Another job; self employment; start own business; work in
family business
95. R has not left/still has this job
1 97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22029 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.EMPHISTORY.K025_
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK029M4 WHY LEFT EMPLOYER -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.EMPHISTORY.K029M[4]
Why did you [leave that employer?/stop working at this business?]
Probe if necessary: (Did the business close, were you laid off or let go, did
you have poor health or a disability, did you leave to take care of family
members, did you quit, did you retire, did ownership of your employment change,
did your pension rules change, or what?)
.................................................................................
1. BUSINESS CLOSED
2. LAID OFF/LET GO
3. POOR HEALTH/DISABLED
4. FAMILY CARE
5. Went to school/received more training
6. QUIT
7. RETIRED
8. R (family) moved
9. OWNERSHIP CHANGED
10. PENSION RULES CHANGED
15. Handed over responsibilities to other family members
16. Transportation; distance to work
23. To travel
24. Early retirement incentive/offer
25. Financially advantageous for R to not work (tax/IRS/Social
Security reasons)
93. Another job; self employment; start own business; work in
family business
95. R has not left/still has this job
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
IF ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST) THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) THEN
IF piRVarsZ076_ReIwR_V <> REIWR THEN
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES) THEN
IF (piEMPHISTORYK003_EverWrkPay <> NO) AND piEMPHISTORYK003_EverWrkPay <>
NONRESPONSE THEN
IF NOT (((piEMPHISTORYK004_YrLastWrkPay > 0) AND (piEMPHISTORYK004_YrLastWrkPay
< (YEAR (SYSDATE) - 20))) OR (piEMPHISTORYK005_YrsAgoWrkPay > 20)) THEN
IF (piEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK031 INCLUDED IN PENSION PLAN
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.K031_
[Were/Aside from IRAs not sponsored by your business or Keogh plans, were] you
included in a pension or retirement plan, or in any tax deferred savings plan,
through your work when you worked for [that employer/[yourself]]?
If R mentions IRA or social security, note in comment box and say: I will ask
about these later in the interview. Here, I just want to find out about other
plans operated through your previous [employer/business].
.................................................................................
534 1. YES
1015 5. NO
17 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
20467 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.K031_
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA) THEN
IF (SecK.PENSIONLOOP.K031_ <> NO) AND SecK.PENSIONLOOP.K031_ <> NONRESPONSE
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK032 # PENSION PLANS
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.K032_NumPensLstJob
In how many different pension plans were you included on this job?
1-8 plans
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
521 0 4 1.18 0.51 21502
-----------------------------------------------------------------
95. DENIES BEING INCLUDED IN PENSION PLAN
6 98. DK (Don't Know); NA (Not Ascertained)
5 99. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.K032_NumPensLstJob
IF SecK.PENSIONLOOP.K032_NumPensLstJob = DONTKNOW THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK033 ONE PLAN OR MORE
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.K033_
Is this just one plan or more than one?
.................................................................................
4 1. ONE PLAN
3. MORE THAN ONE
2 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22028 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.K032_NumPensLstJob
IF SecK.PENSIONLOOP.K034A <> EMPTY THEN
IF (SecK.PENSIONLOOP.i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW082A WHAT WAS THE PLAN CALLED - 1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].W082APlanType
Was it a 401(k), a Supplemental Retirement Account (SRA), defined benefit,
defined contribution, or what? (What did your former employer call it?)
.................................................................................
258 1. 401K PLAN
33 2. SUPPLEMENTAL RETIREMENT ACCOUNT (SRA)
64 3. DEFINED BENEFIT PLAN
38 4. DEFINED CONTRIBUTION PLAN
1 5. 401A PLAN
7 6. 403B PLAN
3 7. 457 PLAN
9 8. THRIFT/SAVINGS PLAN (TSP)
4 9. PROFIT-SHARING PLAN
3 10. EMPLOYEE STOCK OWNERSHIP PLAN (ESOP)
11. MONEY PURCHASE PLAN
12. PORTABLE CASH OPTION PLAN
1 13. EMPLOYEE STOCK PURCHASE PLAN (ESPP)
14. SEP OR SIMPLE PLAN
15. COMBINATION PLAN
16. CASH BALANCE PLAN
1 95. IRA/Keogh mentioned
2 96. NOT A PENSION; health savings account/medical plan/flexible
spending account/disability mentioned
23 97. OTHER (SPECIFY)
67 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
21520 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK.piWhichSection <> 5 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW001A TYPE OF PENSION PLAN-1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].W001A
(Could you tell me a little more about this plan?)
I would like to know what type of plan this was. [(]In some retirement plans,
call them Type A, benefits are usually based on a formula involving age, years
of service and salary. In other plans, call them Type B, money is accumulated in
an account for you.[)]
Was your plan Type A or Type B?
If R has multiple plans of different types, record them as separate plans rather
than combining them as 'both'.
401-K, 403-b, 457, ESOP, SRA, (TSP) thrift/savings, stock/profit sharing, money
purchase plans, SEP/Simple, 401A, and cash balance plans are all type B
retirement plans
Type A plans are often called 'Defined Benefit' plans
Type B plans are often called 'Defined Contribution'
.................................................................................
202 1. TYPE A PLAN
264 2. TYPE B PLAN
8 3. BOTH PLAN TYPES
37 8. DK (Don't Know); NA (Not Ascertained)
3 9. RF (Refused)
21520 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASSIGN: IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType = DEFINEDBENEFIT)
AND (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A = TYPEA) THEN
W087_Consistency := TYPEACONSISTENT
ELSE
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType IN [_401K, _401A, _403B,
_457, TSP, PROFITSHARING, ESOP, MONEYPURCHASE, PORTABLECASH, SRA,
DEFINEDCONTRIBUTION, SEP, ESPP]) AND (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A
= TYPEB) THEN
W087_Consistency := TYPEBCONSISTENT
ELSE
W087_Consistency := INCONSISTENT
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW087A CONSISTENT WITH PLAN TYPE -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].W087_Consistency
*
.................................................................................
43 1. TYPE A CONSISTENT
225 2. TYPE B CONSISTENT
3. CASH BALANCE
243 4. INCONSISTENT
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
21523 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> REFUSAL THEN
IF ((SecK.PENSIONLOOP.PENSIONLOOPSECK.piWhichSection <> 5) AND
(((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(SecK.PENSIONLOOP.PENSIONLOOPSECK.piWhichSection = 1))) AND
(SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> DONTKNOW) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW085A CERTAINTY ABOUT TYPE OF PLAN -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].W085A
Sometimes people are not sure about the type of retirement plans they have. We
are interested in how certain you are about the type of plans you had on that
job.
Are you very certain, somewhat certain or not certain at all that you actually
had (a) [TYPE OF PENSION PLAN]?
.................................................................................
273 1. VERY CERTAIN
138 2. SOMEWHAT CERTAIN
61 3. NOT CERTAIN AT ALL
2 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
21560 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W085A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW034A NUMBER OF YEARS IN PLAN -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].W034A
How many years altogether were you included in this plan?
INCLUDE years with other employers if same plan.
ROUND the value to the nearest year
0-50 years.
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
464 0 41 13.60 10.76 21560
-----------------------------------------------------------------
10 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NO) AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NONRESPONSE THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK.TYPES.piWhichSection <> 5) AND
(piW087_Consistency <> TYPEACONSISTENT) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW002A AMOUNT IN PENS WHEN LEFT-B -1
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W002A
[For the part of your pension where money is accumulated in an account, how/How]
much money was in your account when you left that business/employer/job]?
If R says 'does not have an account', enter [99999996]
Do not probe DK/RF
Amount:
IF TYPE B PLAN:
How much money was in your account when you left that [business/employer]?
OTHERWISE:
For the part of your pension where money is accumulated in an account, how much
money was in your account when you left that [business/employer]?
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
293 0 1000000 44474.95 98086.62 21567
-----------------------------------------------------------------
10 99999996. R DOES NOT HAVE AN ACCOUNT
145 99999998. DK (Don't Know); NA (Not Ascertained)
19 99999999. RF (Refused)
==========================================================================================
MKW003A AMOUNT IN PENSION WHEN LEFT-B - MIN -1
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W003A
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
.................................................................................
82 0. Value of Breakpoint
7 5000. Value of Breakpoint
20 5001. Value of Breakpoint
3 20000. Value of Breakpoint
17 20001. Value of Breakpoint
3 50000. Value of Breakpoint
20 50001. Value of Breakpoint
1 150000. Value of Breakpoint
11 150001. Value of Breakpoint
21870 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MKW004A AMOUNT IN PENSION WHEN LEFT-B - MAX -1
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W004A
*
.................................................................................
22 4999. Value of Breakpoint
7 5000. Value of Breakpoint
27 19999. Value of Breakpoint
3 20000. Value of Breakpoint
21 49999. Value of Breakpoint
3 50000. Value of Breakpoint
15 149999. Value of Breakpoint
1 150000. Value of Breakpoint
65 99999996. Greater than Maximum Breakpoint
21870 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MKW005A AMOUNT IN PENSION WHEN LEFT-B - RESULT -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W005A
*
.................................................................................
54 98. DK (Don't Know); NA (Not Ascertained)
14 99. RF (Refused)
21966 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NO) AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW097AM1 DISPOSITION OF PENSION-B -1 -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W097B[1]
When you [retired,/left that [ business/employer],] what did you do with that
plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, did you transfer it to a new
employer, did you lose your benefits, did you receive or are you receiving one
or more installments or irregular payments, or what?)
Do not probe but choose all that apply and ask all appropriate follow-up
questions.
.................................................................................
137 1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
64 2. ROLLED OVER INTO IRA
151 3. LEFT IN THE PLAN
4 4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
17 6. LOST BENEFITS
11 7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
99 8. RECEIVING BENEFITS NOW
7 10. EXPECTING FUTURE BENEFITS
9 97. OTHER (SPECIFY)
8 98. DK (Don't Know); NA (Not Ascertained)
4 99. RF (Refused)
21523 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NO) AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW097AM2 DISPOSITION OF PENSION-B -1 -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W097B[2]
When you [retired,/left that [ business/employer],] what did you do with that
plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, did you transfer it to a new
employer, did you lose your benefits, did you receive or are you receiving one
or more installments or irregular payments, or what?)
Do not probe but choose all that apply and ask all appropriate follow-up
questions.
.................................................................................
5 1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
1 2. ROLLED OVER INTO IRA
6 3. LEFT IN THE PLAN
1 4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
2 8. RECEIVING BENEFITS NOW
1 10. EXPECTING FUTURE BENEFITS
2 97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22016 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NO) AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW097AM3 DISPOSITION OF PENSION-B -1 -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W097B[3]
When you [retired,/left that [ business/employer],] what did you do with that
plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, did you transfer it to a new
employer, did you lose your benefits, did you receive or are you receiving one
or more installments or irregular payments, or what?)
Do not probe but choose all that apply and ask all appropriate follow-up
questions.
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
1 2. ROLLED OVER INTO IRA
3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
1 7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
1 10. EXPECTING FUTURE BENEFITS
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22031 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NO) AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW097AM4 DISPOSITION OF PENSION-B -1 -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W097B[4]
When you [retired,/left that [ business/employer],] what did you do with that
plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, did you transfer it to a new
employer, did you lose your benefits, did you receive or are you receiving one
or more installments or irregular payments, or what?)
Do not probe but choose all that apply and ask all appropriate follow-up
questions.
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
10. EXPECTING FUTURE BENEFITS
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF NOT (WITHDREWTHEMONEY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)
AND NOT (LOSTBENEFITS IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW065A ALLOWED LUMP SUM PAYMENT-TYPE B -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W065A
Could you have taken benefits as a cash settlement or a lump-sum payment?
.................................................................................
155 1. YES
183 5. NO
21 8. DK (Don't Know); NA (Not Ascertained)
2 9. RF (Refused)
21673 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(INSTALLMENTS IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF ((SecK.PENSIONLOOP.PENSIONLOOPSECK.TYPES.piWhichSection <> 5) AND
((W097B.CARDINAL <> 1) OR NOT (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W002A
> 0))) AND (LEFTTOACCUMULATE IN
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW008A AMOUNT LEFT IN OLD ACCOUNT-B -1
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W008A
How much money did you leave in the old plan?
Amount:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
17 0 300000 48617.65 69381.99 21967
-----------------------------------------------------------------
44 999998. DK (Don't Know); NA (Not Ascertained)
6 999999. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(INSTALLMENTS IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF INSTALLMENTS IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW063A TYPE B PENSION TOTAL AMT RECEIVED IN INSTALLMENTS -1
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W063A
How much money in total did you receive in installments or irregular payments in
the last calendar year?
Amount:
.................................................................................
9 0-15600. Actual Value
1 999998. DK (Don't Know); NA (Not Ascertained)
1 999999. RF (Refused)
22023 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(INSTALLMENTS IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK.TYPES.piWhichSection = 5) OR
((piW087_Consistency <> TYPEACONSISTENT) AND
(SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W002A <> -2)) THEN
IF LEFTTOACCUMULATE IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW009A AMOUNT IN PENSION NOW-B -1
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W009A
How much is in that account now?
Do not probe DK/RF
Amount:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
94 0 620000 52345.65 98660.05 21890
-----------------------------------------------------------------
45 999998. DK (Don't Know); NA (Not Ascertained)
5 999999. RF (Refused)
==========================================================================================
MKW010A AMOUNT IN PENSION NOW-B - MIN -1
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W010A
Does 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
.................................................................................
26 0. Value of Breakpoint
3 10001. Value of Breakpoint
2 20000. Value of Breakpoint
9 20001. Value of Breakpoint
4 50001. Value of Breakpoint
2 150001. Value of Breakpoint
21988 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MKW011A AMOUNT IN PENSION NOW-B - MAX -1
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W011A
*
.................................................................................
9 9999. Value of Breakpoint
6 19999. Value of Breakpoint
2 20000. Value of Breakpoint
8 49999. Value of Breakpoint
4 149999. Value of Breakpoint
17 99999996. Greater than Maximum Breakpoint
21988 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MKW012A AMOUNT IN PENSION NOW-B - RESULT -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W012A
*
.................................................................................
5 97. Data not available
13 98. DK (Don't Know); NA (Not Ascertained)
5 99. RF (Refused)
22011 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF (NOT (RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) AND NOT
(CONTINUEDCOLLECTING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)) OR
(CONVERTTOANNUITY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW013A AMOUNT CONVERTED TO ANNUITY-B -1
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W013A
How much did you (convert to/purchase as) an annuity?
Amount:
.................................................................................
3 9800-70000. Actual Value
2 99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
22029 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF (CONVERTTOANNUITY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) AND
(W097B.CARDINAL = 1) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW108A STARTED RECEIVING ANNUITY -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W108A
Have you started receiving benefits from this annuity?
.................................................................................
1. YES
2 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22031 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF (RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W108A = YES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW014A AGE WHEN ANNUITY STARTED-B -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W014A
How old were you when you started receiving benefits?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months
50-80 Age
.................................................................................
98 39-73. Actual Value
3 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
21933 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W014A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W014A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW086A REPORT AGE AND MONTHS -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W086A
If R reports AGE and months, enter number of months.
If R did not mention months, press [ENTER] to continue.
.................................................................................
2 6. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22032 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W014A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW015A AMOUNT OF ANNUITY-B -1
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W015A
How much are the benefits per month or year?
If benefits have not yet started, record what benefits will be.
Amount:
Per:
.................................................................................
85 133-76000. Actual Value
4 99999998. DK (Don't Know); NA (Not Ascertained)
12 99999999. RF (Refused)
21933 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W015A
IF ((SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W015A <> 0) AND
(SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W015A <> DONTKNOW)) AND
(SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W015A <> REFUSAL) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW016A AMOUNT OF ANNUITY PER-B -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W016A
PROBE if necessary: Is that per month or year?
Amount: $[AMOUNT OF ANNUITY-B]
Per:
.................................................................................
71 4. MONTH
14 6. YEAR
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
21949 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W016A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW028A ADJUSTED FOR COST OF LIVING -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W028A
Are the benefits adjusted for changes in the cost of living?
.................................................................................
38 1. YES
42 5. NO
5 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
21949 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W028A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W028A = YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW059A BENEFITS ADJUSTED AUTOMATICALLY -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W059A
Are the benefits adjusted automatically?
.................................................................................
31 1. YES
6 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
21996 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W015A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW049A ANNUITY BENEFITS DURATION -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W049A
Will this payment continue[only] as long as you live, [as long as either you or
your [husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
62 1. AS LONG AS R LIVES
25 2. AS LONG AS R OR SPOUSE/PARTNER LIVES
6 3. FOR A FIXED TIME PERIOD
3 7. OTHER(SPECIFY)
5 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
21933 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W050S
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W049A = FORAFIXEDTIME THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW051A ANNUITY BENEFITS-UNTIL YR -1
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W051A
What is that time period?
Until year:
.................................................................................
2 2011-2019. Actual Value
1 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
22031 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W051A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W051A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW052A ANNUITY BENEFITS-UNTIL AGE -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W052A
What is that time period?
Until age:
.................................................................................
2 62-65. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22032 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W052A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W051A = EMPTY AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W052A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW053A ANNUITY BENEFITS-YEARS -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W053A
What is that time period?
Years:
.................................................................................
1 16. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF ((piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss =
PARTNERED_VOL)) AND ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW054A SPP DIE WILL ANNUITY INCOME -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W054A
If you or your [husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
50 1. CHANGE
18 3. STAY THE SAME
2 7. OTHER(SPECIFY)
5 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
21959 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF ROLLEDOVERINTOIRA IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW018A AMOUNT OF PENSION ROLLOVER-B -1
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W018A
How much did the rollover amount to?
Amount:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
54 580 1000000 92399.63 175418.90 21968
-----------------------------------------------------------------
6 9999999998. DK (Don't Know); NA (Not Ascertained)
6 9999999999. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF (TRANSFERREDTONEWEMPLOYER IN
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) AND ((ACTIVELANGUAGE <>
EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW019A AMOUNT OF TRANSFER-B -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W019A
How much did the transfer amount to?
Amount:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF WITHDREWTHEMONEY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW056A HOW MUCH MONEY WITHDRAWN -1
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W056A
How much money did you withdraw or how much was the lump sum or cash settlement
you received?
Amount:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
123 100 400000 17975.45 45509.69 21892
-----------------------------------------------------------------
15 99999998. DK (Don't Know); NA (Not Ascertained)
4 99999999. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W056A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW057A WHAT DONE WITH MONEY WITHDRAWN -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W057A
What did you do with the money?
.................................................................................
8 1. BOUGHT DURABLES
58 2. SPENT IT
21 3. SAVED/INVESTED
51 4. PAID OFF DEBT
2 5. ROLLED INTO IRA
7. OTHER (SPECIFY)
2 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
21892 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF (EXPECTFUTUREBENEFITS IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)
AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN))) THEN
IF NOT (RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) AND NOT
(CONTINUEDCOLLECTING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW035A AGE EXPECT TO REC BENEFITS -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W035A
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months
40-94 age
96 Already receiving benefits
.................................................................................
5 52-67. Actual Value
96. Already receiving benefits
3 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22026 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W035A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W035A <> NONRESPONSE THEN
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W035A <> 96 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW098A AGE AND MONTHS R REPORTED -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W098A
If R reports AGE and months, enter number of months
If R did not mention months, press [ENTER] to continue
.................................................................................
1 6. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W098A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW036A FORM OF EXPECTED BENEFITS -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W036A
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
.................................................................................
1 1. PERCENT OF PAY
1 2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
3 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22029 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W036A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W036A = LUMPSUM THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW041A EXPECTED BENEFITS-LUMP SUM -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W041A
ENTER lump sum amount
Amount:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W041A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W036A <> NONRESPONSE THEN
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W036A = PERCENTOFPAY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW037A EXPECTED BENEFIT-PCT FINAL PAY-A -1
Section: K Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W037A
ENTER percent of final pay
1-100 percent
Percent:
.................................................................................
1 998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W037A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W036A = AMOUNTPERMONTHYEAR THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW038A AMOUNT OF EXPECTED BENEFITS -1
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W038A
PROBE if necessary: How much do you expect to receive?
Do not probe DK/RF
Amount:
Per:
.................................................................................
1 3000. Actual Value
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MK133A AMT OF EXPECTED BENEFITS-MIN -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.J133_
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
.................................................................................
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MK134A AMOUNT OF EXPECTED BENEFITS - MAX -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.J134_
*
.................................................................................
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MK135A AMOUNT OF EXPECTED BENEFITS - RESULT -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.J135_
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W038A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W038A <> EMPTY AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W038A <> NONRESPONSE THEN
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W038A <> 0 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW039A EXPECTED BENEFITS PER -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W039A
PROBE if necessary: Is that per month or year?
Amount: [AMOUNT OF EXPECTED BENEFITS]
Per:
.................................................................................
1 4. MONTH
6. YEAR
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W041A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W036A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW089A ANNUITY BENEFITS DURATION -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W089A
Will this payment continue[only] as long as you live, [as long as either you or
your [husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
1 1. AS LONG AS R LIVES
1 2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22032 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W090S
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W089A = FORAFIXEDTIME THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW091A ANNUITY BENEFITS-UNTIL YR -1
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W091A
What is that time period?
Until year:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W091A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W091A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW092A ANNUITY BENEFITS-UNTIL AGE -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W092A
What is that time period?
Until age:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W092A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W091A = EMPTY AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W092A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW093A ANNUITY BENEFITS-YEARS -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W093A
What is that time period?
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W089A
IF ((piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss =
PARTNERED_VOL)) AND ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW094A SPP DIE WILL ANNUITY INCOME -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W094A
If you or your [husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
1 1. CHANGE
3. STAY THE SAME
7. OTHER(SPECIFY)
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22032 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF ((SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W041A = EMPTY AND
((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN)))) AND ((EXPECTFUTUREBENEFITS IN
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR (RECEIVING IN
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B))) AND (LEFTTOACCUMULATE IN
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW096A PLAN MONEY SAME AS BENEFITS -1
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].TYPES.W096A
IF R EXPECTS TO RECEIVE FUTURE BENEFITS:
You mentioned that you left money in this plan and you expect future benefits
from this plan. Is the money you reported leaving in the plan the same as the
money that will finance your future benefits?
IF R IS CURRENTLY RECEIVING BENEFITS:
You mentioned that you left money in this plan and you are currently receiving
benefits from this plan. Is the money you reported leaving in the plan the same
as the money financing the benefits you are drawing from?
.................................................................................
1. NO, DIFFERENT MONEY
2. YES, THE SAME MONEY
3. YES, PARTLY THE SAME
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NO) AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NONRESPONSE THEN
IF ((SecK.PENSIONLOOP.PENSIONLOOPSECK.piWhichSection < 4) AND (ACTIVELANGUAGE
<> EXTENG)) AND (ACTIVELANGUAGE <> EXTSPN) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW042A EARLIEST AGE LEAVE/REC PENSION-1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].W042EarlyAgeRecPen
What is the earliest age at which you could have left that job and begun to
receive pension benefits from this plan?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months
30-80 age
95 No age requirement
.................................................................................
378 30-70. Actual Value
29 95. No Age Requirement
101 98. DK (Don't Know); NA (Not Ascertained)
3 99. RF (Refused)
21523 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W042EarlyAgeRecPen
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W042EarlyAgeRecPen <> 95) AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W042EarlyAgeRecPen <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW077A EARLIEST AGE LEAVE/REC PENSION-MONTHS -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[1].W077_
If R reports AGE and months, enter number of months
If R did not mention months, press [ENTER] to continue
.................................................................................
28 5-10. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22006 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.K032_NumPensLstJob
IF SecK.PENSIONLOOP.K034A <> EMPTY THEN
IF (SecK.PENSIONLOOP.i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW082B WHAT WAS THE PLAN CALLED - 2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].W082APlanType
Was it a 401(k), a Supplemental Retirement Account (SRA), defined benefit,
defined contribution, or what? (What did your former employer call it?)
.................................................................................
32 1. 401K PLAN
13 2. SUPPLEMENTAL RETIREMENT ACCOUNT (SRA)
10 3. DEFINED BENEFIT PLAN
7 4. DEFINED CONTRIBUTION PLAN
5. 401A PLAN
1 6. 403B PLAN
1 7. 457 PLAN
8. THRIFT/SAVINGS PLAN (TSP)
1 9. PROFIT-SHARING PLAN
1 10. EMPLOYEE STOCK OWNERSHIP PLAN (ESOP)
11. MONEY PURCHASE PLAN
12. PORTABLE CASH OPTION PLAN
2 13. EMPLOYEE STOCK PURCHASE PLAN (ESPP)
14. SEP OR SIMPLE PLAN
15. COMBINATION PLAN
16. CASH BALANCE PLAN
1 95. IRA/Keogh mentioned
1 96. NOT A PENSION; health savings account/medical plan/flexible
spending account/disability mentioned
7 97. OTHER (SPECIFY)
12 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
21945 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK.piWhichSection <> 5 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW001B TYPE OF PENSION PLAN-2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].W001A
(Could you tell me a little more about this plan?)
I would like to know what type of plan this was. [(]In some retirement plans,
call them Type A, benefits are usually based on a formula involving age, years
of service and salary. In other plans, call them Type B, money is accumulated in
an account for you.[)]
Was your plan Type A or Type B?
If R has multiple plans of different types, record them as separate plans
rather than combining them as 'both'.
401-K, 403-b, 457, ESOP, SRA, (TSP) thrift/savings, stock/profit sharing, money
purchase plans, SEP/Simple, 401A, and cash balance plans are all type B
retirement plans
Type A plans are often called 'Defined Benefit' plans
Type B plans are often called 'Defined Contribution'
.................................................................................
31 1. TYPE A PLAN
48 2. TYPE B PLAN
3. BOTH PLAN TYPES
10 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
21945 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASSIGN: IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType = DEFINEDBENEFIT)
AND (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A = TYPEA) THEN
W087_Consistency := TYPEACONSISTENT
ELSE
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType IN [_401K, _401A, _403B,
_457, TSP, PROFITSHARING, ESOP, MONEYPURCHASE, PORTABLECASH, SRA,
DEFINEDCONTRIBUTION, SEP, ESPP]) AND (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A
= TYPEB) THEN
W087_Consistency := TYPEBCONSISTENT
ELSE
W087_Consistency := INCONSISTENT
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW087B CONSISTENT WITH PLAN TYPE -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].W087_Consistency
*
.................................................................................
9 1. TYPE A CONSISTENT
40 2. TYPE B CONSISTENT
3. CASH BALANCE
40 4. INCONSISTENT
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
21945 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> REFUSAL THEN
IF ((SecK.PENSIONLOOP.PENSIONLOOPSECK.piWhichSection <> 5) AND
(((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(SecK.PENSIONLOOP.PENSIONLOOPSECK.piWhichSection = 1))) AND
(SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> DONTKNOW) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW085B CERTAINTY ABOUT TYPE OF PLAN -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].W085A
Sometimes people are not sure about the type of retirement plans they have. We
are interested in how certain you are about the type of plans you had on that
job.
Are you very certain, somewhat certain or not certain at all that you actually
had (a) [TYPE OF PENSION PLAN]?
.................................................................................
51 1. VERY CERTAIN
21 2. SOMEWHAT CERTAIN
7 3. NOT CERTAIN AT ALL
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
21955 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W085A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW034B NUMBER OF YEARS IN PLAN -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].W034A
How many years altogether were you included in this plan?
INCLUDE years with other employers if same plan.
ROUND the value to the nearest year
0-50 years.
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
76 0 41 13.95 9.81 21955
-----------------------------------------------------------------
3 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NO) AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NONRESPONSE THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK.TYPES.piWhichSection <> 5) AND
(piW087_Consistency <> TYPEACONSISTENT) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW002B AMOUNT IN PENS WHEN LEFT-B -2
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W002A
[For the part of your pension where money is accumulated in an account, how/How]
much money was in your account when you left that business/employer/job]?
If R says 'does not have an account', enter [99999996]
Do not probe DK/RF
Amount:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
52 0 700000 83601.92 142657.22 21954
-----------------------------------------------------------------
99999996. R DOES NOT HAVE AN ACCOUNT
24 99999998. DK (Don't Know); NA (Not Ascertained)
4 99999999. RF (Refused)
==========================================================================================
MKW003B AMOUNT IN PENSION WHEN LEFT-B - MIN -2
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W003A
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
.................................................................................
16 0. Value of Breakpoint
1 5000. Value of Breakpoint
5 5001. Value of Breakpoint
1 20000. Value of Breakpoint
1 20001. Value of Breakpoint
4 50001. Value of Breakpoint
22006 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MKW004B AMOUNT IN PENSION WHEN LEFT-B - MAX -2
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W004A
*
.................................................................................
4 4999. Value of Breakpoint
1 5000. Value of Breakpoint
5 19999. Value of Breakpoint
1 20000. Value of Breakpoint
1 49999. Value of Breakpoint
3 149999. Value of Breakpoint
13 99999996. Greater than Maximum Breakpoint
22006 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MKW005B AMOUNT IN PENSION WHEN LEFT-B - RESULT -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W005A
*
.................................................................................
10 98. DK (Don't Know); NA (Not Ascertained)
3 99. RF (Refused)
22021 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NO) AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW097BM1 DISPOSITION OF PENSION-B -2 -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W097B[1]
When you [retired,/left that [ business/employer],] what did you do with that
plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, did you transfer it to a new
employer, did you lose your benefits, did you receive or are you receiving one
or more installments or irregular payments, or what?)
Do not probe but choose all that apply and ask all appropriate follow-up
questions.
.................................................................................
18 1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
15 2. ROLLED OVER INTO IRA
33 3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
1 6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
10 8. RECEIVING BENEFITS NOW
9. CONTINUED COLLECTING
4 10. EXPECTING FUTURE BENEFITS
4 97. OTHER (SPECIFY)
3 98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
21945 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NO) AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW097BM2 DISPOSITION OF PENSION-B -2 -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W097B[2]
When you [retired,/left that [ business/employer],] what did you do with that
plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, did you transfer it to a new
employer, did you lose your benefits, did you receive or are you receiving one
or more installments or irregular payments, or what?)
Do not probe but choose all that apply and ask all appropriate follow-up
questions.
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
3. LEFT IN THE PLAN
1 4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
1 7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
9. CONTINUED COLLECTING
10. EXPECTING FUTURE BENEFITS
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22032 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NO) AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW097BM3 DISPOSITION OF PENSION-B -2 -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W097B[3]
When you [retired,/left that [ business/employer],] what did you do with that
plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, did you transfer it to a new
employer, did you lose your benefits, did you receive or are you receiving one
or more installments or irregular payments, or what?)
Do not probe but choose all that apply and ask all appropriate follow-up
questions.
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
9. CONTINUED COLLECTING
10. EXPECTING FUTURE BENEFITS
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF NOT (WITHDREWTHEMONEY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)
AND NOT (LOSTBENEFITS IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW065B ALLOWED LUMP SUM PAYMENT-TYPE B -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W065A
Could you have taken benefits as a cash settlement or a lump-sum payment?
.................................................................................
36 1. YES
26 5. NO
7 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
21964 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(INSTALLMENTS IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF ((SecK.PENSIONLOOP.PENSIONLOOPSECK.TYPES.piWhichSection <> 5) AND
((W097B.CARDINAL <> 1) OR NOT (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W002A
> 0))) AND (LEFTTOACCUMULATE IN
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW008B AMOUNT LEFT IN OLD ACCOUNT-B -2
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W008A
How much money did you leave in the old plan?
Amount:
.................................................................................
3 5000-101000. Actual Value
10 99999998. DK (Don't Know); NA (Not Ascertained)
1 99999999. RF (Refused)
22020 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(INSTALLMENTS IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF INSTALLMENTS IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW063B TYPE B PENSION TOTAL AMT RECEIVED IN INSTALLMENTS -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W063A
How much money in total did you receive in installments or irregular payments in
the last calendar year?
Amount:
.................................................................................
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(INSTALLMENTS IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK.TYPES.piWhichSection = 5) OR
((piW087_Consistency <> TYPEACONSISTENT) AND
(SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W002A <> -2)) THEN
IF LEFTTOACCUMULATE IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW009B AMOUNT IN PENSION NOW-B -2
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W009A
How much is in that account now?
Do not probe DK/RF
Amount:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
22 0 325000 64939.91 90769.55 22003
-----------------------------------------------------------------
8 99999998. DK (Don't Know); NA (Not Ascertained)
1 99999999. RF (Refused)
==========================================================================================
MKW010B AMOUNT IN PENSION NOW-B - MIN -2
Section: K Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W010A
Does 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
.................................................................................
2 0. Value of Breakpoint
2 10001. Value of Breakpoint
2 20001. Value of Breakpoint
1 50001. Value of Breakpoint
22027 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MKW011B AMOUNT IN PENSION NOW-B - MAX -2
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W011A
*
.................................................................................
2 19999. Value of Breakpoint
2 49999. Value of Breakpoint
1 149999. Value of Breakpoint
2 99999996. Greater than Maximum Breakpoint
22027 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MKW012B AMOUNT IN PENSION NOW-B - RESULT -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W012A
*
.................................................................................
2 97. Data not available
1 98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
22030 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF (NOT (RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) AND NOT
(CONTINUEDCOLLECTING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)) OR
(CONVERTTOANNUITY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW013B AMOUNT CONVERTED TO ANNUITY-B -2
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W013A
How much did you (convert to/purchase as) an annuity?
Amount:
.................................................................................
1 140000. Actual Value
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF (CONVERTTOANNUITY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) AND
(W097B.CARDINAL = 1) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW108B STARTED RECEIVING ANNUITY -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W108A
Have you started receiving benefits from this annuity?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF (RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W108A = YES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW014B AGE WHEN ANNUITY STARTED-B -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W014A
How old were you when you started receiving benefits?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months
50-80 Age
.................................................................................
10 54-65. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22024 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W014A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W014A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW086B REPORT AGE AND MONTHS -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W086A
If R reports AGE and months, enter number of months.
If R did not mention months, press [ENTER] to continue.
.................................................................................
2 6-12. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22032 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W014A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW015B AMOUNT OF ANNUITY-B -2
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W015A
How much are the benefits per month or year?
If benefits have not yet started, record what benefits will be.
Amount:
Per:
.................................................................................
8 80-80000. Actual Value
1 99999998. DK (Don't Know); NA (Not Ascertained)
1 99999999. RF (Refused)
22024 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W015A
IF ((SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W015A <> 0) AND
(SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W015A <> DONTKNOW)) AND
(SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W015A <> REFUSAL) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW016B AMOUNT OF ANNUITY PER-B -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W016A
PROBE if necessary: Is that per month or year?
Amount: $[AMOUNT OF ANNUITY-B]
Per:
.................................................................................
5 4. MONTH
3 6. YEAR
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22026 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W016A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW028B ADJUSTED FOR COST OF LIVING -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W028A
Are the benefits adjusted for changes in the cost of living?
.................................................................................
2 1. YES
6 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22026 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W028A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W028A = YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW059B BENEFITS ADJUSTED AUTOMATICALLY -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W059A
Are the benefits adjusted automatically?
.................................................................................
1 1. YES
5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22032 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W015A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW049B ANNUITY BENEFITS DURATION -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W049A
Will this payment continue[only] as long as you live, [as long as either you or
your [ husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
7 1. AS LONG AS R LIVES
2 2. AS LONG AS R OR SPOUSE/PARTNER LIVES
1 3. FOR A FIXED TIME PERIOD
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22024 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W050S
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W049A = FORAFIXEDTIME THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW051B ANNUITY BENEFITS-UNTIL YR -2
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W051A
What is that time period?
Until year:
.................................................................................
1 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W051A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W051A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW052B ANNUITY BENEFITS-UNTIL AGE -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W052A
What is that time period?
Until age:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W052A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W051A = EMPTY AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W052A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW053B ANNUITY BENEFITS-YEARS -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W053A
What is that time period?
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF ((piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss =
PARTNERED_VOL)) AND ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW054B SPP DIE WILL ANNUITY INCOME -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W054A
If you or your [ husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
5 1. CHANGE
2 3. STAY THE SAME
7. OTHER(SPECIFY)
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22026 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF ROLLEDOVERINTOIRA IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW018B AMOUNT OF PENSION ROLLOVER-B -2
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W018A
How much did the rollover amount to?
Amount:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
13 8000 700000 184230.77 230911.29 22019
-----------------------------------------------------------------
1 9999999998. DK (Don't Know); NA (Not Ascertained)
1 9999999999. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF (TRANSFERREDTONEWEMPLOYER IN
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) AND ((ACTIVELANGUAGE <>
EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW019B AMOUNT OF TRANSFER-B -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W019A
How much did the transfer amount to?
Amount:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF WITHDREWTHEMONEY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW056B HOW MUCH MONEY WITHDRAWN -2
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W056A
How much money did you withdraw or how much was the lump sum or cash settlement
you received?
Amount:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
16 123 45000 13788.94 14124.42 22016
-----------------------------------------------------------------
1 99999998. DK (Don't Know); NA (Not Ascertained)
1 99999999. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W056A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW057B WHAT DONE WITH MONEY WITHDRAWN -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W057A
What did you do with the money?
.................................................................................
1. BOUGHT DURABLES
11 2. SPENT IT
1 3. SAVED/INVESTED
5 4. PAID OFF DEBT
1 5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22016 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF (EXPECTFUTUREBENEFITS IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)
AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN))) THEN
IF NOT (RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) AND NOT
(CONTINUEDCOLLECTING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW035B AGE EXPECT TO REC BENEFITS -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W035A
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months
40-94 age
96 Already receiving benefits
.................................................................................
4 59-65. Actual Value
96. Already Receiving Benefits
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22030 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W035A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W035A <> NONRESPONSE THEN
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W035A <> 96 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW098B AGE AND MONTHS R REPORTED -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W098A
If R reports AGE and months, enter number of months
If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W098A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW036B FORM OF EXPECTED BENEFITS -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W036A
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
.................................................................................
1. PERCENT OF PAY
3 2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22030 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W036A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W036A = LUMPSUM THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW041B EXPECTED BENEFITS-LUMP SUM -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W041A
ENTER lump sum amount
Amount:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W041A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W036A <> NONRESPONSE THEN
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W036A = PERCENTOFPAY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW037B EXPECTED BENEFIT-PCT FINAL PAY-A -2
Section: K Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W037A
ENTER percent of final pay
1-100 percent
Percent:
.................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W037A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W036A = AMOUNTPERMONTHYEAR THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW038B AMOUNT OF EXPECTED BENEFITS -2
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W038A
PROBE if necessary: How much do you expect to receive?
Do not probe DK/RF
Amount:
Per:
.................................................................................
2 100-1000. Actual Value
1 99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
22031 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MK133B AMT OF EXPECTED BENEFITS-MIN -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.J133_
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
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MK134B AMOUNT OF EXPECTED BENEFITS - MAX -2
Section: K Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.J134_
*
.................................................................................
1 499. Value of Breakpoint
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MK135B AMOUNT OF EXPECTED BENEFITS - RESULT -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.J135_
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W038A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W038A <> EMPTY AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W038A <> NONRESPONSE THEN
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W038A <> 0 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW039B EXPECTED BENEFITS PER -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W039A
PROBE if necessary: Is that per month or year?
Amount: [AMOUNT OF EXPECTED BENEFITS]
Per:
.................................................................................
2 4. MONTH
6. YEAR
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22032 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W041A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W036A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW089B ANNUITY BENEFITS DURATION -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W089A
Will this payment continue[only] as long as you live, [as long as either you or
your [husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
2 1. AS LONG AS R LIVES
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
1 3. FOR A FIXED TIME PERIOD
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22031 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W090S
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W089A = FORAFIXEDTIME THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW091B ANNUITY BENEFITS-UNTIL YR -2
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W091A
What is that time period?
Until year:
.................................................................................
1 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W091A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W091A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW092B ANNUITY BENEFITS-UNTIL AGE -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W092A
What is that time period?
Until age:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W092A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W091A = EMPTY AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W092A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW093B ANNUITY BENEFITS-YEARS -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W093A
What is that time period?
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W089A
IF ((piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss =
PARTNERED_VOL)) AND ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW094B SPP DIE WILL ANNUITY INCOME -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W094A
If you or your [husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
1 1. CHANGE
2 3. STAY THE SAME
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22031 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF ((SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W041A = EMPTY AND
((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN)))) AND ((EXPECTFUTUREBENEFITS IN
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR (RECEIVING IN
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B))) AND (LEFTTOACCUMULATE IN
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW096B PLAN MONEY SAME AS BENEFITS -2
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].TYPES.W096A
IF R EXPECTS TO RECEIVE FUTURE BENEFITS:
You mentioned that you left money in this plan and you expect future benefits
from this plan. Is the money you reported leaving in the plan the same as the
money that will finance your future benefits?
IF R IS CURRENTLY RECEIVING BENEFITS:
You mentioned that you left money in this plan and you are currently receiving
benefits from this plan. Is the money you reported leaving in the plan the same
as the money financing the benefits you are drawing from?
.................................................................................
1. NO, DIFFERENT MONEY
2. YES, THE SAME MONEY
3. YES, PARTLY THE SAME
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NO) AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NONRESPONSE THEN
IF ((SecK.PENSIONLOOP.PENSIONLOOPSECK.piWhichSection < 4) AND (ACTIVELANGUAGE
<> EXTENG)) AND (ACTIVELANGUAGE <> EXTSPN) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW042B EARLIEST AGE LEAVE/REC PENSION-2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].W042EarlyAgeRecPen
What is the earliest age at which you could have left that job and begun to
receive pension benefits from this plan?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months
30-80 age
95 No age requirement
.................................................................................
67 48-70. Actual Value
8 95. No Age Requirement
13 98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
21945 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W042EarlyAgeRecPen
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W042EarlyAgeRecPen <> 95) AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W042EarlyAgeRecPen <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW077B EARLIEST AGE LEAVE/REC PENSION-MONTHS -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[2].W077_
If R reports AGE and months, enter number of months
If R did not mention months, press [ENTER] to continue
.................................................................................
8 6-12. Actual Value
22026 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.K032_NumPensLstJob
IF SecK.PENSIONLOOP.K034A <> EMPTY THEN
IF (SecK.PENSIONLOOP.i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW082C WHAT WAS THE PLAN CALLED - 3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].W082APlanType
Was it a 401(k), a Supplemental Retirement Account (SRA), defined benefit,
defined contribution, or what? (What did your former employer call it?)
.................................................................................
1 1. 401K PLAN
3 2. SUPPLEMENTAL RETIREMENT ACCOUNT (SRA)
1 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
1 12. PORTABLE CASH OPTION PLAN
1 13. EMPLOYEE STOCK PURCHASE PLAN (ESPP)
14. SEP OR SIMPLE PLAN
15. COMBINATION PLAN
16. CASH BALANCE PLAN
95. IRA/Keogh mentioned
96. NOT A PENSION; health savings account/medical plan/flexible
spending account/disability mentioned
2 97. OTHER (SPECIFY)
4 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22021 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK.piWhichSection <> 5 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW001C TYPE OF PENSION PLAN -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].W001A
(Could you tell me a little more about this plan?)
I would like to know what type of plan this was. [(]In some retirement plans,
call them Type A, benefits are usually based on a formula involving age, years
of service and salary. In other plans, call them Type B, money is accumulated in
an account for you.[)]
Was your plan Type A or Type B?
If R has multiple plans of different types, record them as separate plans rather
than combining them as 'both'.
401-K, 403-b, 457, ESOP, SRA, (TSP) thrift/savings, stock/profit sharing, money
purchase plans, SEP/Simple, 401A, and cash balance plans are all type B
retirement plans
Type A plans are often called 'Defined Benefit' plans
Type B plans are often called 'Defined Contribution'
.................................................................................
4 1. TYPE A PLAN
7 2. TYPE B PLAN
3. BOTH PLAN TYPES
2 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22021 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASSIGN: IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType = DEFINEDBENEFIT)
AND (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A = TYPEA) THEN
W087_Consistency := TYPEACONSISTENT
ELSE
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType IN [_401K, _401A, _403B,
_457, TSP, PROFITSHARING, ESOP, MONEYPURCHASE, PORTABLECASH, SRA,
DEFINEDCONTRIBUTION, SEP, ESPP]) AND (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A
= TYPEB) THEN
W087_Consistency := TYPEBCONSISTENT
ELSE
W087_Consistency := INCONSISTENT
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW087C CONSISTENT WITH PLAN TYPE -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].W087_Consistency
*
.................................................................................
1 1. TYPE A CONSISTENT
5 2. TYPE B CONSISTENT
3. CASH BALANCE
7 4. INCONSISTENT
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22021 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> REFUSAL THEN
IF ((SecK.PENSIONLOOP.PENSIONLOOPSECK.piWhichSection <> 5) AND
(((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(SecK.PENSIONLOOP.PENSIONLOOPSECK.piWhichSection = 1))) AND
(SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> DONTKNOW) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW085C CERTAINTY ABOUT TYPE OF PLAN -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].W085A
Sometimes people are not sure about the type of retirement plans they have. We
are interested in how certain you are about the type of plans you had on that
job.
Are you very certain, somewhat certain or not certain at all that you actually
had (a) [TYPE OF PENSION PLAN]?
.................................................................................
5 1. VERY CERTAIN
3 2. SOMEWHAT CERTAIN
3 3. NOT CERTAIN AT ALL
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22023 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W085A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW034C NUMBER OF YEARS IN PLAN -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].W034A
How many years altogether were you included in this plan?
INCLUDE years with other employers if same plan.
ROUND the value to the nearest year
0-50 years.
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
11 2 37 13.82 10.55 22023
-----------------------------------------------------------------
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NO) AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NONRESPONSE THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK.TYPES.piWhichSection <> 5) AND
(piW087_Consistency <> TYPEACONSISTENT) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW002C AMOUNT IN PENS WHEN LEFT-B -3
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W002A
[For the part of your pension where money is accumulated in an account, how/How]
much money was in your account when you left that business/employer/job]?
If R says 'does not have an account', enter [99999996]
Do not probe DK/RF
Amount:
IF TYPE B PLAN:
How much money was in your account when you left that [business/employer]?
OTHERWISE:
For the part of your pension where money is accumulated in an account, how much
money was in your account when you left that [business/employer]?
.................................................................................
8 0-131400. Actual Value
99999996. R DOES NOT HAVE AN ACCOUNT
4 99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
22022 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MKW003C AMOUNT IN PENSION WHEN LEFT-B - MIN -3
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W003A
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
5000. Value of Breakpoint
5001. Value of Breakpoint
1 20000. Value of Breakpoint
20001. Value of Breakpoint
50000. Value of Breakpoint
50001. Value of Breakpoint
150000. Value of Breakpoint
150001. Value of Breakpoint
22030 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MKW004C AMOUNT IN PENSION WHEN LEFT-B - MAX -3
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W004A
*
.................................................................................
4999. Value of Breakpoint
5000. Value of Breakpoint
19999. Value of Breakpoint
1 20000. Value of Breakpoint
49999. Value of Breakpoint
50000. Value of Breakpoint
149999. Value of Breakpoint
150000. Value of Breakpoint
3 99999996. Greater than Maximum Breakpoint
22030 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MKW005C AMOUNT IN PENSION WHEN LEFT-B - RESULT -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W005A
*
.................................................................................
3 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22031 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NO) AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW097CM1 DISPOSITION OF PENSION-B -3 -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W097B[1]
When you [retired,/left that [ business/employer],] what did you do with that
plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, did you transfer it to a new
employer, did you lose your benefits, did you receive or are you receiving one
or more installments or irregular payments, or what?)
Do not probe but choose all that apply and ask all appropriate follow-up
questions.
.................................................................................
5 1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
6 3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
1 8. RECEIVING BENEFITS NOW
10. EXPECTING FUTURE BENEFITS
97. OTHER (SPECIFY)
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22021 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NO) AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW097CM2 DISPOSITION OF PENSION-B -3 -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W097B[2]
When you [retired,/left that [ business/employer],] what did you do with that
plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, did you transfer it to a new
employer, did you lose your benefits, did you receive or are you receiving one
or more installments or irregular payments, or what?)
Do not probe but choose all that apply and ask all appropriate follow-up
questions.
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
1 3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
10. EXPECTING FUTURE BENEFITS
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NO) AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW097CM3 DISPOSITION OF PENSION-B -3 -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W097B[3]
When you [retired,/left that [ business/employer],] what did you do with that
plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, did you transfer it to a new
employer, did you lose your benefits, did you receive or are you receiving one
or more installments or irregular payments, or what?)
Do not probe but choose all that apply and ask all appropriate follow-up
questions.
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
10. EXPECTING FUTURE BENEFITS
1 97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NO) AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW097CM4 DISPOSITION OF PENSION-B -3 -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W097B[4]
When you [retired,/left that [ business/employer],] what did you do with that
plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, did you transfer it to a new
employer, did you lose your benefits, did you receive or are you receiving one
or more installments or irregular payments, or what?)
Do not probe but choose all that apply and ask all appropriate follow-up
questions.
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
10. EXPECTING FUTURE BENEFITS
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF NOT (WITHDREWTHEMONEY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)
AND NOT (LOSTBENEFITS IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW065C ALLOWED LUMP SUM PAYMENT-TYPE B -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W065A
Could you have taken benefits as a cash settlement or a lump-sum payment?
.................................................................................
5 1. YES
3 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22025 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(INSTALLMENTS IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF ((SecK.PENSIONLOOP.PENSIONLOOPSECK.TYPES.piWhichSection <> 5) AND
((W097B.CARDINAL <> 1) OR NOT (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W002A
> 0))) AND (LEFTTOACCUMULATE IN
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW008C AMOUNT LEFT IN OLD ACCOUNT-B -3
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W008A
How much money did you leave in the old plan?
Amount:
.................................................................................
1 0. Actual Value
3 999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
22030 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(INSTALLMENTS IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF INSTALLMENTS IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW063C TYPE B PENSION TOTAL AMT RECEIVED IN INSTALLMENTS -3
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W063A
How much money in total did you receive in installments or irregular payments in
the last calendar year?
Amount:
.................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(INSTALLMENTS IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK.TYPES.piWhichSection = 5) OR
((piW087_Consistency <> TYPEACONSISTENT) AND
(SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W002A <> -2)) THEN
IF LEFTTOACCUMULATE IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW009C AMOUNT IN PENSION NOW-B -3
Section: K Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W009A
How much is in that account now?
Do not probe DK/RF
Amount:
.................................................................................
4 0-12000. Actual Value
2 999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
22028 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MKW010C AMOUNT IN PENSION NOW-B - MIN -3
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W010A
Does 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 20001. Value of Breakpoint
1 50000. Value of Breakpoint
22032 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MKW011C AMOUNT IN PENSION NOW-B - MAX -3
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W011A
*
.................................................................................
1 49999. Value of Breakpoint
1 50000. Value of Breakpoint
22032 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MKW012C AMOUNT IN PENSION NOW-B - RESULT -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W012A
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF (NOT (RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) AND NOT
(CONTINUEDCOLLECTING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)) OR
(CONVERTTOANNUITY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW013C AMOUNT CONVERTED TO ANNUITY-B -3
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W013A
How much did you (convert to/purchase as) an annuity?
Amount:
.................................................................................
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF (CONVERTTOANNUITY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) AND
(W097B.CARDINAL = 1) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW108C STARTED RECEIVING ANNUITY -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W108A
Have you started receiving benefits from this annuity?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF (RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W108A = YES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW014C AGE WHEN ANNUITY STARTED-B -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W014A
How old were you when you started receiving benefits?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months
50-80 Age
.................................................................................
1 62. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W014A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W014A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW086C REPORT AGE AND MONTHS -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W086A
If R reports AGE and months, enter number of months.
If R did not mention months, press [ENTER] to continue.
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W014A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW015C AMOUNT OF ANNUITY-B -3
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W015A
How much are the benefits per month or year?
If benefits have not yet started, record what benefits will be.
Amount:
Per:
.................................................................................
1 126. Actual Value
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W015A
IF ((SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W015A <> 0) AND
(SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W015A <> DONTKNOW)) AND
(SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W015A <> REFUSAL) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW016C AMOUNT OF ANNUITY PER-B -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W016A
PROBE if necessary: Is that per month or year?
Amount: $[AMOUNT OF ANNUITY-B]
Per:
.................................................................................
1 4. MONTH
6. YEAR
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W016A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW028C ADJUSTED FOR COST OF LIVING -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W028A
Are the benefits adjusted for changes in the cost of living?
.................................................................................
1. YES
1 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W028A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W028A = YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW059C BENEFITS ADJUSTED AUTOMATICALLY -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W059A
Are the benefits adjusted automatically?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W015A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW049C ANNUITY BENEFITS DURATION -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W049A
Will this payment continue[only] as long as you live, [as long as either you or
your [husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
1 1. AS LONG AS R LIVES
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W050S
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W049A = FORAFIXEDTIME THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW051C ANNUITY BENEFITS-UNTIL YR -3
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W051A
What is that time period?
Until year:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W051A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W051A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW052C ANNUITY BENEFITS-UNTIL AGE -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W052A
What is that time period?
Until age:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W052A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W051A = EMPTY AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W052A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW053C ANNUITY BENEFITS-YEARS -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W053A
What is that time period?
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF ((piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss =
PARTNERED_VOL)) AND ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW054C SPP DIE WILL ANNUITY INCOME -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W054A
If you or your [ husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
1 1. CHANGE
3. STAY THE SAME
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF ROLLEDOVERINTOIRA IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW018C AMOUNT OF PENSION ROLLOVER-B -3
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W018A
How much did the rollover amount to?
Amount:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF (TRANSFERREDTONEWEMPLOYER IN
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) AND ((ACTIVELANGUAGE <>
EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW019C AMOUNT OF TRANSFER-B -3
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W019A
How much did the transfer amount to?
Amount:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF WITHDREWTHEMONEY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW056C HOW MUCH MONEY WITHDRAWN -3
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W056A
How much money did you withdraw or how much was the lump sum or cash settlement
you received?
Amount:
.................................................................................
5 3500-65000. Actual Value
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
22029 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W056A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW057C WHAT DONE WITH MONEY WITHDRAWN -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W057A
What did you do with the money?
.................................................................................
1. BOUGHT DURABLES
3 2. SPENT IT
1 3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22029 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF (EXPECTFUTUREBENEFITS IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)
AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN))) THEN
IF NOT (RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) AND NOT
(CONTINUEDCOLLECTING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW035C AGE EXPECT TO REC BENEFITS -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W035A
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months
40-94 age
96 Already receiving benefits
.................................................................................
96. Already receiving benefits
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W035A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W035A <> NONRESPONSE THEN
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W035A <> 96 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW098C AGE AMD MONTHS R REPORTED -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W098A
If R reports AGE and months, enter number of months
If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W098A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW036C FORM OF EXPECTED BENEFITS -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W036A
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
.................................................................................
1. PERCENT OF PAY
2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W036A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W036A = LUMPSUM THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW041C EXPECTED BENEFITS-LUMP SUM -3
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W041A
ENTER lump sum amount
Amount:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W041A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W036A <> NONRESPONSE THEN
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W036A = PERCENTOFPAY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW037C EXPECTED BENEFIT-PCT FINAL PAY-A -3
Section: K Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W037A
ENTER percent of final pay
1-100 percent
Percent:
.................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W037A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W036A = AMOUNTPERMONTHYEAR THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW038C AMOUNT OF EXPECTED BENEFITS -3
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W038A
PROBE if necessary: How much do you expect to receive?
Do not probe DK/RF
Amount:
Per:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MK133C AMT OF EXPECTED BENEFITS-MIN -3
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.J133_
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
.................................................................................
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MK134C AMOUNT OF EXPECTED BENEFITS - MAX -3
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.J134_
*
.................................................................................
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MK135C AMOUNT OF EXPECTED BENEFITS - RESULT -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.J135_
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W038A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W038A <> EMPTY AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W038A <> NONRESPONSE THEN
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W038A <> 0 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW039C EXPECTED BENEFITS PER -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W039A
PROBE if necessary: Is that per month or year?
Amount: [AMOUNT OF EXPECTED BENEFITS]
Per:
.................................................................................
4. MONTH
6. YEAR
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W041A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W036A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW089C ANNUITY BENEFITS DURATION -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W089A
Will this payment continue[only] as long as you live, [as long as either you or
your [husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
1. AS LONG AS R LIVES
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W090S
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W089A = FORAFIXEDTIME THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW091C ANNUITY BENEFITS-UNTIL YR -3
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W091A
What is that time period?
Until year:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W091A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W091A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW092C ANNUITY BENEFITS-UNTIL AGE -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W092A
What is that time period?
Until age:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W092A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W091A = EMPTY AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W092A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW093C ANNUITY BENEFITS-YEARS -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W093A
What is that time period?
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W089A
IF ((piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss =
PARTNERED_VOL)) AND ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW094C SPP DIE WILL ANNUITY INCOME -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W094A
If you or your [husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
1. CHANGE
3. STAY THE SAME
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF ((SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W041A = EMPTY AND
((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN)))) AND ((EXPECTFUTUREBENEFITS IN
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR (RECEIVING IN
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B))) AND (LEFTTOACCUMULATE IN
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW096C PLAN MONEY SAME AS BENEFITS -3
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].TYPES.W096A
IF R EXPECTS TO RECEIVE FUTURE BENEFITS:
You mentioned that you left money in this plan and you expect future benefits
from this plan. Is the money you reported leaving in the plan the same as the
money that will finance your future benefits?
IF R IS CURRENTLY RECEIVING BENEFITS:
You mentioned that you left money in this plan and you are currently receiving
benefits from this plan. Is the money you reported leaving in the plan the same
as the money financing the benefits you are drawing from?
.................................................................................
1. NO, DIFFERENT MONEY
2. YES, THE SAME MONEY
3. YES, PARTLY THE SAME
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NO) AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NONRESPONSE THEN
IF ((SecK.PENSIONLOOP.PENSIONLOOPSECK.piWhichSection < 4) AND (ACTIVELANGUAGE
<> EXTENG)) AND (ACTIVELANGUAGE <> EXTSPN) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW042C EARLIEST AGE LEAVE/REC PENSION -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].W042EarlyAgeRecPen
What is the earliest age at which you could have left that job and begun to
receive pension benefits from this plan?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months
30-80 age
95 No age requirement
.................................................................................
8 48-65. Actual Value
2 95. No Age Requirement
3 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22021 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W042EarlyAgeRecPen
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W042EarlyAgeRecPen <> 95) AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W042EarlyAgeRecPen <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW077C EARLIEST AGE LEAVE/REC PENSION-MONTHS -3
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[3].W077_
If R reports AGE and months, enter number of months
If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.K032_NumPensLstJob
IF SecK.PENSIONLOOP.K034A <> EMPTY THEN
IF (SecK.PENSIONLOOP.i = 1) OR ((PENSIONLOOPSECK[i - 1].W001A <> REFUSAL) AND
PENSIONLOOPSECK[i - 1].W001A <> EMPTY) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW082D WHAT WAS THE PLAN CALLED - 4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].W082APlanType
Was it a 401(k), a Supplemental Retirement Account (SRA), defined benefit,
defined contribution, or what? (What did your former employer call it?)
.................................................................................
1. 401K PLAN
2. SUPPLEMENTAL RETIREMENT ACCOUNT (SRA)
3. DEFINED BENEFIT PLAN
1 4. DEFINED CONTRIBUTION PLAN
5. 401A PLAN
6. 403B PLAN
7. 457 PLAN
8. THRIFT/SAVINGS PLAN (TSP)
9. PROFIT-SHARING PLAN
10. EMPLOYEE STOCK OWNERSHIP PLAN (ESOP)
11. MONEY PURCHASE PLAN
12. PORTABLE CASH OPTION PLAN
13. EMPLOYEE STOCK PURCHASE PLAN (ESPP)
14. SEP OR SIMPLE PLAN
15. COMBINATION PLAN
16. CASH BALANCE PLAN
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK.piWhichSection <> 5 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW001D TYPE OF PENSION PLAN -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].W001A
(Could you tell me a little more about this plan?)
I would like to know what type of plan this was. [(]In some retirement plans,
call them Type A, benefits are usually based on a formula involving age, years
of service and salary. In other plans, call them Type B, money is accumulated in
an account for you.[)]
Was your plan Type A or Type B?
If R has multiple plans of different types, record them as separate plans rather
than combining them as 'both'.
401-K, 403-b, 457, ESOP, SRA, (TSP) thrift/savings, stock/profit sharing, money
purchase plans, SEP/Simple, 401A, and cash balance plans are all type B
retirement plans
Type A plans are often called 'Defined Benefit' plans
Type B plans are often called 'Defined Contribution'
.................................................................................
1. TYPE A PLAN
1 2. TYPE B PLAN
3. BOTH PLAN TYPES
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASSIGN: IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType = DEFINEDBENEFIT)
AND (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A = TYPEA) THEN
W087_Consistency := TYPEACONSISTENT
ELSE
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType IN [_401K, _401A, _403B,
_457, TSP, PROFITSHARING, ESOP, MONEYPURCHASE, PORTABLECASH, SRA,
DEFINEDCONTRIBUTION, SEP, ESPP]) AND (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A
= TYPEB) THEN
W087_Consistency := TYPEBCONSISTENT
ELSE
W087_Consistency := INCONSISTENT
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW087D CONSISTENT WITH PLAN TYPE -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].W087_Consistency
*
.................................................................................
1. TYPE A CONSISTENT
1 2. TYPE B CONSISTENT
3. CASH BALANCE
1 4. INCONSISTENT
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22032 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> REFUSAL THEN
IF ((SecK.PENSIONLOOP.PENSIONLOOPSECK.piWhichSection <> 5) AND
(((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(SecK.PENSIONLOOP.PENSIONLOOPSECK.piWhichSection = 1))) AND
(SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> DONTKNOW) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW085D CERTAINTY ABOUT TYPE OF PLAN -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].W085A
Sometimes people are not sure about the type of retirement plans they have. We
are interested in how certain you are about the type of plans you had on that
job.
Are you very certain, somewhat certain or not certain at all that you actually
had (a) [TYPE OF PENSION PLAN]?
.................................................................................
1. VERY CERTAIN
1 2. SOMEWHAT CERTAIN
3. NOT CERTAIN AT ALL
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W085A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW034D NUMBER OF YEARS IN PLAN -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].W034A
How many years altogether were you included in this plan?
INCLUDE years with other employers if same plan.
ROUND the value to the nearest year
0-50 years.
.................................................................................
1 10. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NO) AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NONRESPONSE THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK.TYPES.piWhichSection <> 5) AND
(piW087_Consistency <> TYPEACONSISTENT) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW002D AMOUNT IN PENS WHEN LEFT-B -4
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W002A
[For the part of your pension where money is accumulated in an account, how/How]
much money was in your account when you left that business/employer/job]?
If R says 'does not have an account', enter [99999996]
Do not probe DK/RF
Amount:
IF TYPE B PLAN:
How much money was in your account when you left that [business/employer]?
OTHERWISE:
For the part of your pension where money is accumulated in an account, how much
money was in your account when you left that [business/employer]?
.................................................................................
1 4000. Actual Value
99999996. R DOES NOT HAVE AN ACCOUNT
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MKW003D AMOUNT IN PENSION WHEN LEFT-B - MIN -4
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W003A
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
.................................................................................
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MKW004D AMOUNT IN PENSION WHEN LEFT-B - MAX -4
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W004A
*
.................................................................................
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MKW005D AMOUNT IN PENSION WHEN LEFT-B - RESULT -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W005A
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NO) AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW097DM1 DISPOSITION OF PENSION-B -4 -1
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W097B[1]
When you [retired,/left that [ business/employer],] what did you do with that
plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, did you transfer it to a new
employer, did you lose your benefits, did you receive or are you receiving one
or more installments or irregular payments, or what?)
Do not probe but choose all that apply and ask all appropriate follow-up
questions.
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
1 3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
10. EXPECTING FUTURE BENEFITS
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NO) AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW097DM2 DISPOSITION OF PENSION-B -4 -2
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W097B[2]
When you [retired,/left that [ business/employer],] what did you do with that
plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, did you transfer it to a new
employer, did you lose your benefits, did you receive or are you receiving one
or more installments or irregular payments, or what?)
Do not probe but choose all that apply and ask all appropriate follow-up
questions.
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
10. EXPECTING FUTURE BENEFITS
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF NOT (WITHDREWTHEMONEY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)
AND NOT (LOSTBENEFITS IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW065D ALLOWED LUMP SUM PAYMENT-TYPE B -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W065A
Could you have taken benefits as a cash settlement or a lump-sum payment?
.................................................................................
1 1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(INSTALLMENTS IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF ((SecK.PENSIONLOOP.PENSIONLOOPSECK.TYPES.piWhichSection <> 5) AND
((W097B.CARDINAL <> 1) OR NOT (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W002A
> 0))) AND (LEFTTOACCUMULATE IN
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW008D AMOUNT LEFT IN OLD ACCOUNT-B -4
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W008A
How much money did you leave in the old plan?
Amount:
.................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(INSTALLMENTS IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF INSTALLMENTS IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW063D TYPE B PENSION TOTAL AMT RECEIVED IN INSTALLMENTS -4
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W063A
How much money in total did you receive in installments or irregular payments in
the last calendar year?
Amount:
.................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(INSTALLMENTS IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK.TYPES.piWhichSection = 5) OR
((piW087_Consistency <> TYPEACONSISTENT) AND
(SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W002A <> -2)) THEN
IF LEFTTOACCUMULATE IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW009D AMOUNT IN PENSION NOW-B -4
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W009A
How much is in that account now?
Do not probe DK/RF
Amount:
.................................................................................
1 4000. Actual Value
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MKW010D AMOUNT IN PENSION NOW-B - MIN -4
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W010A
Does 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
.................................................................................
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MKW011D AMOUNT IN PENSION NOW-B - MAX -4
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W011A
*
.................................................................................
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MKW012D AMOUNT IN PENSION NOW-B - RESULT -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W012A
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF (NOT (RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) AND NOT
(CONTINUEDCOLLECTING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)) OR
(CONVERTTOANNUITY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW013D AMOUNT CONVERTED TO ANNUITY-B -4
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W013A
How much did you (convert to/purchase as) an annuity?
Amount:
.................................................................................
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF (CONVERTTOANNUITY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) AND
(W097B.CARDINAL = 1) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW108D STARTED RECEIVING ANNUITY -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W108A
Have you started receiving benefits from this annuity?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF (RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W108A = YES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW014D AGE WHEN ANNUITY STARTED-B -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W014A
How old were you when you started receiving benefits?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months
50-80 Age
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W014A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W014A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW086D REPORT AGE AND MONTHS -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W086A
If R reports AGE and months, enter number of months.
If R did not mention months, press [ENTER] to continue.
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W014A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW015D AMOUNT OF ANNUITY-B -4
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W015A
How much are the benefits per month or year?
If benefits have not yet started, record what benefits will be.
Amount:
Per:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W015A
IF ((SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W015A <> 0) AND
(SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W015A <> DONTKNOW)) AND
(SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W015A <> REFUSAL) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW016D AMOUNT OF ANNUITY PER-B -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W016A
PROBE if necessary: Is that per month or year?
Amount: $[AMOUNT OF ANNUITY-B]
Per:
.................................................................................
4. MONTH
6. YEAR
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W016A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW028D ADJUSTED FOR COST OF LIVING -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W028A
Are the benefits adjusted for changes in the cost of living?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W028A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W028A = YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW059D BENEFITS ADJUSTED AUTOMATICALLY -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W059A
Are the benefits adjusted automatically?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W015A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW049D ANNUITY BENEFITS DURATION -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W049A
Will this payment continue[only] as long as you live, [as long as either you or
your [husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
1. AS LONG AS R LIVES
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W050S
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W049A = FORAFIXEDTIME THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW051D ANNUITY BENEFITS-UNTIL YR -4
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W051A
What is that time period?
Until year:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W051A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W051A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW052D ANNUITY BENEFITS-UNTIL AGE -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W052A
What is that time period?
Until age:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W052A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W051A = EMPTY AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W052A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW053D ANNUITY BENEFITS-YEARS -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W053A
What is that time period?
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR
(RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
IF ((piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss =
PARTNERED_VOL)) AND ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW054D SPP DIE WILL ANNUITY INCOME -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W054A
If you or your [ husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
1. CHANGE
3. STAY THE SAME
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF ROLLEDOVERINTOIRA IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW018D AMOUNT OF PENSION ROLLOVER-B -4
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W018A
How much did the rollover amount to?
Amount:
.................................................................................
9999999998. DK (Don't Know); NA (Not Ascertained)
9999999999. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF (TRANSFERREDTONEWEMPLOYER IN
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) AND ((ACTIVELANGUAGE <>
EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW019D AMOUNT OF TRANSFER-B -4
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W019A
How much did the transfer amount to?
Amount:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF WITHDREWTHEMONEY IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW056D HOW MUCH MONEY WITHDRAWN -4
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W056A
How much money did you withdraw or how much was the lump sum or cash settlement
you received?
Amount:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W056A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW057D WHAT DONE WITH MONEY WITHDRAWN -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W057A
What did you do with the money?
.................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF (EXPECTFUTUREBENEFITS IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B)
AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN))) THEN
IF NOT (RECEIVING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) AND NOT
(CONTINUEDCOLLECTING IN SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW035D AGE EXPECT TO REC BENEFITS -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W035A
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months
40-94 age
96 Already receiving benefits
.................................................................................
96. Already receiving benefits
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W035A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W035A <> NONRESPONSE THEN
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W035A <> 96 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW098D AGE AND MONTHS R REPORTED -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W098A
If R reports AGE and months, enter number of months
If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W098A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW036D FORM OF EXPECTED BENEFITS -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W036A
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
.................................................................................
1. PERCENT OF PAY
2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W036A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W036A = LUMPSUM THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW041D EXPECTED BENEFITS-LUMP SUM -4
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W041A
ENTER lump sum amount
Amount:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W041A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W036A <> NONRESPONSE THEN
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W036A = PERCENTOFPAY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW037D EXPECTED BENEFIT-PCT FINAL PAY-A -4
Section: K Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W037A
ENTER percent of final pay
1-100 percent
Percent:
.................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W037A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W036A = AMOUNTPERMONTHYEAR THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW038D AMOUNT OF EXPECTED BENEFITS -4
Section: K Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W038A
PROBE if necessary: How much do you expect to receive?
Do not probe DK/RF
Amount:
Per:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MK133D AMT OF EXPECTED BENEFITS-MIN -4
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.J133_
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
.................................................................................
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MK134D AMOUNT OF EXPECTED BENEFITS - MAX -4
Section: K Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.J134_
*
.................................................................................
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MK135D AMOUNT OF EXPECTED BENEFITS - RESULT -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.J135_
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W038A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W038A <> EMPTY AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W038A <> NONRESPONSE THEN
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W038A <> 0 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW039D EXPECTED BENEFITS PER -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W039A
PROBE if necessary: Is that per month or year?
Amount: [AMOUNT OF EXPECTED BENEFITS]
Per:
.................................................................................
4. MONTH
6. YEAR
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W041A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W036A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW089D ANNUITY BENEFITS DURATION -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W089A
Will this payment continue[only] as long as you live, [as long as either you or
your [husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
1. AS LONG AS R LIVES
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W090S
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W089A = FORAFIXEDTIME THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW091D ANNUITY BENEFITS-UNTIL YR -4
Section: K Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W091A
What is that time period?
Until year:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W091A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W091A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW092D ANNUITY BENEFITS-UNTIL AGE -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W092A
What is that time period?
Until age:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W092A
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W091A = EMPTY AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W092A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW093D ANNUITY BENEFITS-YEARS -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W093A
What is that time period?
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W089A
IF ((piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss =
PARTNERED_VOL)) AND ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN))
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW094D SPP DIE WILL ANNUITY INCOME -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W094A
If you or your [husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
1. CHANGE
3. STAY THE SAME
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B
IF ((SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W041A = EMPTY AND
((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG) OR
(ACTIVELANGUAGE = EXTSPN)))) AND ((EXPECTFUTUREBENEFITS IN
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) OR (RECEIVING IN
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B))) AND (LEFTTOACCUMULATE IN
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW096D PLAN MONEY SAME AS BENEFITS -4
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].TYPES.W096A
IF R EXPECTS TO RECEIVE FUTURE BENEFITS:
You mentioned that you left money in this plan and you expect future benefits
from this plan. Is the money you reported leaving in the plan the same as the
money that will finance your future benefits?
IF R IS CURRENTLY RECEIVING BENEFITS:
You mentioned that you left money in this plan and you are currently receiving
benefits from this plan. Is the money you reported leaving in the plan the same
as the money financing the benefits you are drawing from?
.................................................................................
1. NO, DIFFERENT MONEY
2. YES, THE SAME MONEY
3. YES, PARTLY THE SAME
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W082APlanType
IF SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W001A <> REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NO) AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W043A <> NONRESPONSE THEN
IF ((SecK.PENSIONLOOP.PENSIONLOOPSECK.piWhichSection < 4) AND (ACTIVELANGUAGE
<> EXTENG)) AND (ACTIVELANGUAGE <> EXTSPN) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW042D EARLIEST AGE LEAVE/REC PENSION -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].W042EarlyAgeRecPen
What is the earliest age at which you could have left that job and begun to
receive pension benefits from this plan?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months
30-80 age
95 No age requirement
.................................................................................
95. No Age Requirement
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W042EarlyAgeRecPen
IF (SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W042EarlyAgeRecPen <> 95) AND
SecK.PENSIONLOOP.PENSIONLOOPSECK[i].W042EarlyAgeRecPen <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MKW077D EARLIEST AGE LEAVE/REC PENSION-MONTHS -4
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.PENSIONLOOPSECK[4].W077_
If R reports AGE and months, enter number of months
If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
22034 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.K031_
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK035 EVER ON LAYOFF/UNEMPLOYMENT
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.K035_
Over the last 10 years, since YEAR TEN YEARS AGO, have you ever been on
temporary layoff, or unemployed and looking for work?
Include current period if R is now looking for work
.................................................................................
654 1. YES
902 5. NO
4 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20474 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecK.PENSIONLOOP.K035_
IF (SecK.PENSIONLOOP.K035_ <> NO) AND SecK.PENSIONLOOP.K035_ <> NONRESPONSE
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK036 EVER ON LAYOFF/UNEMPLOYMENT- # OF TIMES
Section: K Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecK.PENSIONLOOP.K036_
How many times have you been on temporary layoff or unemployed and looking for
work?
# of times:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
612 1 50 3.07 4.85 21380
-----------------------------------------------------------------
41 98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
==========================================================================================
IF ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST) THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) THEN
IF piRVarsZ076_ReIwR_V <> REIWR THEN
IF NOT (WORKINGNOW IN piWORKSTATUSJ005MCurrEmpStatus) AND
(piWORKSTATUSJ020_WorkforPay <> YES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
MK038 ASSIST SECTION K
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecK.PENSIONLOOP.K038_AssistK
How often did R receive assistance with answers in section k - last job?
.................................................................................
2049 1. NEVER
99 2. A FEW TIMES
27 3. MOST OR ALL OF THE TIME
3 4. THE SECTION WAS DONE BY A PROXY REPORTER
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
19856 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
MVDATE 2010 DATA MODEL VERSION
Section: K Level: Respondent Type: Numeric Width: 1 Decimals: 0
User Note: This variable identifies which data model was used to interview the
household. Please reference the data description for a summary of changes in
each data model.
.................................................................................
589 1. Version 1
1843 2. Version 2
311 3. Version 3
684 4. Version 4
1101 5. Version 5
1764 6. Version 6
12940 7. Version 7
2802 8. Version 8
==========================================================================================
MVERSION 2010 DATA RELEASE VERSION
Section: K Level: Respondent Type: Numeric Width: 3 Decimals: 1
.................................................................................
22034 5.1. HRS 2010 Final Release
|