==========================================================================================
Section J: EMPLOYMENT (Respondent)
==========================================================================================
HHID HOUSEHOLD IDENTIFICATION NUMBER
Section: J Level: Respondent Type: Character Width: 6 Decimals: 0
.................................................................................
1446 010210-502753. Household Identification Number
==========================================================================================
PN RESPONDENT PERSON IDENTIFICATION NUMBER
Section: J Level: Respondent Type: Character Width: 3 Decimals: 0
.................................................................................
880 010. Person Identifier
31 011. Person Identifier
2 012. Person Identifier
410 020. Person Identifier
7 021. Person Identifier
60 030. Person Identifier
3 031. Person Identifier
48 040. Person Identifier
5 041. Person Identifier
==========================================================================================
LSUBHH 2008 SUB HOUSEHOLD IDENTIFICATION NUMBER
Section: J Level: Respondent Type: Character Width: 1 Decimals: 0
.................................................................................
1376 0. Original sample household - no split from divorce or
separation of spouses or partners
29 1. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
27 2. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
4 3. 1st deceased respondent from a household
5 5. Split household - one half of couple from SUBHH 1 or 2
1 6. Split household - one half of couple from SUBHH 1 or 2
4 7. Reunited household - respondents from split household
reunite
==========================================================================================
WSUBHH 2010 SUB HOUSEHOLD IDENTIFICATION NUMBER
Section: J Level: Respondent Type: Character Width: 1 Decimals: 0
.................................................................................
1392 3. 1st deceased respondent from a household
54 4. 2nd deceased respondent from a household
==========================================================================================
WPN_SP 2010 SPOUSE/PARTNER PERSON NUMBER
Section: J Level: Respondent Type: Character Width: 3 Decimals: 0
.................................................................................
211 010. Person Identifier
32 011. Person Identifier
4 012. Person Identifier
256 020. Person Identifier
15 021. Person Identifier
1 022. Person Identifier
31 030. Person Identifier
40 040. Person Identifier
2 041. Person Identifier
2 811. New Spouse of Non-Original Respondent
1 812. New Spouse of Non-Original Respondent
851 Blank. R not coupled
==========================================================================================
Assign: IF (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
(SecJ.WORKSTATUS.J021_EmpSelfOth = SOMEONEELSE)) AND (piRvarsZ136_SelfElseEmp_V
= NELSE) THEN
J677YJ023BP := 3
ELSE
IF (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
((SecJ.WORKSTATUS.J020_WorkforPay <> YES) OR (SecJ.WORKSTATUS.J021_EmpSelfOth
<> SOMEONEELSE))) AND (piRvarsZ136_SelfElseEmp_V = NELSE) THEN
J677YJ023BP := 4
ELSE
IF (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
(piRvarsZ136_SelfElseEmp_V = SLF)) AND (SecJ.WORKSTATUS.J021_EmpSelfOth <>
SLFEMPD) THEN
J677YJ023BP := 5
ELSE
IF (ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN) THEN
J677YJ023BP := 6
ELSE
J677YJ023BP := 0
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJ677 BRANCHPOINT FOR J677Y
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.WORKSTATUS.J677YJ023BP
*
.................................................................................
40 0. ALL OTHERS
1333 1. NOT WORKING LAST WAVE
73 2. NOT SELF EMPLOYED LAST WAVE
Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
IF (WORKSTATUS.SecJ.WORKSTATUS.J677YJ023BP* <> 1) AND
(WORKSTATUS.SecJ.WORKSTATUS.J677YJ023BP* <> 6) THEN
IF ((SecJ.WORKSTATUS.J677YJ023BP* <> 2) AND (SecJ.WORKSTATUS.J677YJ023BP* <>
3)) AND (SecJ.WORKSTATUS.J677YJ023BP* <> 4) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJ023 STOPPED WORKING FOR SLF-MO
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J023_MoStopWrkSelf
Now I have some questions about [FIRST NAME]'s employment before [she/he] died.
According to our records, in [PREV WAVE FIRST R IW MONTH]/[/Prev Wave Iw Mo],
[PREV WAVE FIRST R IW YEAR]/[Prev Wave Iw Yr] [she/he] was self-employed. In
what month and year did [she/he] stop working for [herself/himself]?
IWER: MONTH ENTERED MUST BE BETWEEN [PREV WAVE FIRST R IW MONTH]/[/PREV WAVE IW
MO], [PREV WAVE FIRST R IW YEAR]/[PREV WAVE IW YR] AND [SYSTEM MONTH], [SYSTEM
DATE]
Month:
Year:
.................................................................................
2 1. JAN
2 2. FEB
3 3. MAR
1 4. APR
3 5. MAY
3 6. JUN
2 7. JUL
1 8. AUG
1 9. SEP
2 10. OCT
1 11. NOV
1 12. DEC
94. STILL WORKOING FOR SELF (AS PRIMARY JOB)
11 96. WORKED THERE UNTIL DEATH
97. DENIES BEING SELF-EMPLOYED AT PREVIOUS IW
7 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1406 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
Assign: IF (SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J023_MoStopWrkSelf =
STILLWORKING) OR (SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J023_MoStopWrkSelf =
DENYSLF_EMPATPW) THEN
J024_YrStopWrkSelf := REFUSAL
ELSE
J024_YrStopWrkSelf.ASK
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJ024 STOPPED WORKING FOR SLF- YR
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J024_YrStopWrkSelf
(According to our records, in [PREV WAVE FIRST R IW MONTH]/[/Prev Wave Iw Mo]
[PREV WAVE FIRST R IW YEAR]/[Prev Wave Iw Yr] [she/he] was self-employed. In
what month and year did [she/he] stop working for [herself/himself]?)
IWER: MONTH ENTERED MUST BE BETWEEN [PREV WAVE FIRST R IW MONTH]/[/PREV WAVE IW
MO], [PREV WAVE FIRST R IW YEAR]/[PREV WAVE IW YR] AND [SYSTEM MONTH], [SYSTEM
DATE]
Month: [STOPPED WORKING FOR SLF-MO]
Year:
.................................................................................
26 2006-2010. Actual Value
3 9998. DK (Don't Know); NA (Not Ascertained)
11 9999. RF (Refused)
1406 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
Assign: IF SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J023_MoStopWrkSelf =
DENYSLF_EMPATPW THEN
J678YJ023TOW158_2BP := 1
ELSE
J678YJ023TOW158_2BP := 0
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJ678 BRANCHPOINT FOR J678Y
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J678YJ023TOW158_2BP
*
.................................................................................
40 0. ALL OTHERS
1. R DENIES WORKING FOR SELF
1406 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK} SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J023_MoStopWrkSelf
IF SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J678YJ023TOW158_2BP* <> 1 THEN
IF NOT(((SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J023_MoStopWrkSelf* =
STILLWORKING) AND (ACTIVELANGUAGE <> EXTENG)) AND (ACTIVELANGUAGE <> EXTSPN))
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJ031 PAID REGULAR SALARY
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J031_
Was [he/she] paid a regular salary or wages?
.................................................................................
16 1. YES
24 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1406 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK} SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J031_
IF ((SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J031_ <> DONTKNOW) AND
(SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J031_ <> REFUSAL)) AND
(SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J031_ <> NO) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJ032 AMOUNT OF SALARY
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J032_
How much was [she/he] paid before taxes and other deductions?
Do not probe DK/RF
If amount per hour, enter both dollars and cents
Amount:
Per:
.................................................................................
8 10-1000. Actual Value
8 99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1430 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
{PREVIOUS ASK} SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J032_
IF SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J032_ <> EMPTY AND
SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J032_ <> NONRESPONSE THEN
IF SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J032_ <> 0 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJ036 AMOUNT OF SALARY PER
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J036_
(How much was [she/he] paid before taxes and other deductions?)
PROBE if necessary: Was that per hour, week, month, or year?
Amount: [AMOUNT OF SALARY]
Per:
.................................................................................
1 1. HOUR
3 2. WEEK
3. EVERY TWO WEEKS/BI-WEEKLY
4 4. MONTH
5. TWICE A MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1438 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJ033 AMOUNT OF SALARY - MIN
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J033_
Did it amount to a total of less than $____ per month, more than $____ per
month, or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $625, $1,500, $3,000, $6,500
RANDOM ENTRY POINTS: $1,500, $3,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X510
.................................................................................
2 0. Value of Breakpoint
1 626. Value of Breakpoint
2 1501. Value of Breakpoint
2 3001. Value of Breakpoint
1 6501. Value of Breakpoint
1438 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJ034 AMOUNT OF SALARY - MAX
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J034_
*
.................................................................................
1 1499. Value of Breakpoint
1 2999. Value of Breakpoint
2 6499. Value of Breakpoint
4 99999996. Greater than Maximum Breakpoint
1438 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJ035 AMOUNT OF SALARY - RESULT
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J035_
*
.................................................................................
3 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1443 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK} SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J031_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJ038 RECEIVE ANY PROFITS
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J038_
Did [he/she] receive some or all of the net earnings or profits?
Def: Net earning or profit is total business incomes less total business
expenses.
.................................................................................
27 1. YES
8 5. NO
5 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1406 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
Assign: IF ((SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J038_ = NO) OR
SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J038_ = NONRESPONSE) AND
(SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J031_ = YES) THEN
J681YJ038TOJ073 := 1
ELSE
J681YJ038TOJ073 := 0
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJ681 BRANCHPOINT FOR J681Y
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J681YJ038TOJ073
*
.................................................................................
33 0. ALL OTHERS
7 1. R DID NOT REPORT RECIEVING EARNINGS OR NET PROFITS AT J038
1406 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK} SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J038_
IF SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J681YJ038TOJ073* <> 1 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJ039 AMOUNT OF NET PROFITS/EARNINGS
Section: J Level: Respondent Type: Numeric Width: 11 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J039_
[What did [he/she] earn the last year [he/she] worked?/(In addition to [his
/her] regular salary,) How much did [he/she] receive from net earnings or
profits?]
If R has trouble giving dollar figure, ask: What did [she/he] earn the last year
[she/he] worked?
Def: Net earning or profit is total business incomes less total business
expenses.
Do not probe DK/RF
If amount per hour, enter both dollars and cents
Amount:
Per:
.................................................................................
12 50-100000. Actual Value
18 99999999998. DK (Don't Know); NA (Not Ascertained)
3 99999999999. RF (Refused)
1413 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
{PREVIOUS ASK} SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J039_
IF SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J039_ <> EMPTY AND
SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J039_ <> NONRESPONSE THEN
IF SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J039_ <> 0 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJ043 AMOUNT OF NET PROFITS/EARNINGS PER
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J043_
[What did [he/she] earn the last year [he/she] worked?/(In addition to [his
/her] regular salary,) How much did [he/she] receive from net earnings or
profits?]
PROBE if necessary: Was that per hour, week, month, or year?
Amount: [AMOUNT OF NET PROFITS/EARNINGS]
Per:
.................................................................................
1 1. HOUR
1 2. WEEK
3. EVERY TWO WEEKS/BI-WEEKLY
1 4. MONTH
5. TWICE A MONTH
9 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1434 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJ040 AMOUNT OF NET PROFITS/EARNINGS - MIN
Section: J Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J040_
Did it amount to a total of less than $____ per year, more than $____ per year,
or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $3,300, $10,000, $30,000, $75,000
RANDOM ENTRY POINTS: $10,000, $30,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X501
.................................................................................
14 0. Value of Breakpoint
1 3300. Value of Breakpoint
2 3301. Value of Breakpoint
2 10001. Value of Breakpoint
1 30001. Value of Breakpoint
1 75001. Value of Breakpoint
1425 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJ041 AMOUNT OF NET PROFITS/EARNINGS - MAX
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J041_
*
.................................................................................
2 3299. Value of Breakpoint
1 3300. Value of Breakpoint
3 9999. Value of Breakpoint
2 29999. Value of Breakpoint
1 74999. Value of Breakpoint
12 99999996. Greater than Maximum Breakpoint
1425 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJ042 AMOUNT OF NET PROFITS/EARNINGS - RESULT
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J042_
*
.................................................................................
11 98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
1434 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
Assign: IF SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J681YJ038TOJ073 <> 1 THEN
J682YJ045BP_TOJ073 := 1
ELSE
J682YJ045BP_TOJ073 := 0
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJ682 BRANCHPOINT FOR J682Y
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J682YJ045BP_TOJ073
*
.................................................................................
7 0. ALL OTHERS
33 1. J681 NOT EQUAL 1
1406 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
IF (WORKSTATUS.SecJ.WORKSTATUS.J677YJ023BP* <> 1) AND
(WORKSTATUS.SecJ.WORKSTATUS.J677YJ023BP* <> 6) THEN
IF
(((((((PWSELFNOWELSE.SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J678YJ023TOW158_2BP*
<> 1) AND
(PWSELFNOWELSE.SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J679YJ028TOW158_2BP <>
1)) AND
(PWSELFNOWELSE.SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J680YJ031BP_TOW158_2BP
<> 1)) AND
(PWSELFNOWELSE.SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J681YJ038TOJ073* <> 1))
AND (PWSELFNOWELSE.SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J682YJ045BP_TOJ073*
<> 1)) AND
(PWELSENOWELSE.SecJ.PREVIOUSJOBANDPENSION.PWELSENOWELSE.J683YJ045TOW158_2BP* <>
1)) AND
(PWELSENOWELSE.SecJ.PREVIOUSJOBANDPENSION.PWELSENOWELSE.J684YJ058BP_TOJ167BP* <
1)) AND (PWELSENOWELSE.SecJ.PREVIOUSJOBANDPENSION.PWELSENOWELSE.J686YJ063BP* <>
1) THEN
IF PWELSENOWELSE.SecJ.PREVIOUSJOBANDPENSION.PWELSENOWELSE.J686YJ063BP* <> 2
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJ063 STOP/RETIRE WORK PREV WAVE EMPLOYER-MO
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J063_MoStopWrkPrevEmp
Now I have some questions about [FIRST NAME]'s employment before [she/he] died.
IF R'S LAST IW EMPLOYER IS KNOWN BUT R NO LONGER THERE:
In what month and year did [she/he] stop working there?
IF R'S LAST IW EMPLOYER IS KNOWN BUT R RETIRED FROM THERE:
In what month and year did [she/he] retire?
IF R'S LAST IW EMPLOYER IS KNOWN BUT STATUS UNCERTAIN:
According to our records, [she/he] was working for [PREV WAVE EMPLOYER NAME] in
[PREV WAVE FIRST R IW MONTH] [PREV WAVE FIRST R IW YEAR]/[Prev Wave Iw Yr]. In
what month and year did [she/he] stop working there, or was [she/he] still
working there when [she/he] died?
OTHERWISE:
According to our records, [she/he] was working for someone else when we last
talked to [her/him] in [PREV WAVE FIRST R IW MONTH] [PREV WAVE FIRST R IW
YEAR]/[Prev Wave Iw Yr]. In what month and year did [she/he] stop working for
that employer?
MONTH ENTERED MUST BE BETWEEN [PREV WAVE FIRST R IW MONTH]/[/PREV WAVE IW MO],
[PREV WAVE FIRST R IW YEAR]/[PREV WAVE IW YR] AND [SYSTEM MONTH], [SYSTEM DATE]
Month:
Year:
.................................................................................
5 1. JAN
2 2. FEB
1 3. MAR
5 4. APR
2 5. MAY
4 6. JUN
1 7. JUL
3 8. AUG
2 9. SEP
5 10. OCT
4 11. NOV
4 12. DEC
23 96. WORKED THERE UNTIL DEATH
7 97. DENIES WORKING FOR SOMEONE ELSE, OR FOR NAMED EMPLOYER, AT
LAST INTERVIEW
5 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1373 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK} SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J063_MoStopWrkPrevEmp
IF (SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J687YJ063TOW158_2BP* <> 1) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J063_MoStopWrkPrevEmp <>
STILLWORKING) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJ064 STOP/RETIRE WORK PREV WAVE EMPLOYER-YR
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J064_YrStopWrkPrevEmp
(Now I have some questions about [FIRST NAME]'s employment before [she/he] died.
IF R'S LAST IW EMPLOYER IS KNOWN BUT R NO LONGER THERE:
In what month and year did [she/he] stop working there?)
IF R'S LAST IW EMPLOYER IS KNOWN BUT R RETIRED FROM THERE:
In what month and year did [she/he] retire?)
IF R'S LAST IW EMPLOYER IS KNOWN BUT STATUS UNCERTAIN:
According to our records, [she/he] was working for [PREV WAVE EMPLOYER NAME] in
[PREV WAVE FIRST R IW MONTH] [PREV WAVE FIRST R IW YEAR]/[Prev Wave Iw Yr]. In
what month and year did [she/he] stop working there, or was [she/he] still
working there when [she/he] died?)
OTHERWISE:
According to our records, [she/he] was working for someone else when we last
talked to [her/him] in [PREV WAVE FIRST R IW MONTH] [PREV WAVE FIRST R IW
YEAR]/[Prev Wave Iw Yr]. In what month and year did [she/he] stop working for
that employer?)
MONTH ENTERED MUST BE BETWEEN [PREV WAVE FIRST R IW MONTH] /[/PREV WAVE IW MO],
[PREV WAVE FIRST R IW YEAR]/[PREV WAVE IW YR] AND [SYSTEM MONTH], [SYSTEM DATE]
Month:
Year:
.................................................................................
39 1996-2010. Actual Value
4 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1403 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
IF (WORKSTATUS.SecJ.WORKSTATUS.J677YJ023BP* <> 1) AND
(WORKSTATUS.SecJ.WORKSTATUS.J677YJ023BP* <> 6) THEN
IF
(((((((PWSELFNOWELSE.SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J678YJ023TOW158_2BP*
<> 1) AND
(PWSELFNOWELSE.SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J679YJ028TOW158_2BP <>
1)) AND
(PWSELFNOWELSE.SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J680YJ031BP_TOW158_2BP
<> 1)) AND
(PWSELFNOWELSE.SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J681YJ038TOJ073* <> 1))
AND (PWSELFNOWELSE.SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J682YJ045BP_TOJ073*
<> 1)) AND
(PWELSENOWELSE.SecJ.PREVIOUSJOBANDPENSION.PWELSENOWELSE.J683YJ045TOW158_2BP* <>
1)) AND
(PWELSENOWELSE.SecJ.PREVIOUSJOBANDPENSION.PWELSENOWELSE.J684YJ058BP_TOJ167BP* <
1)) AND (PWELSENOWELSE.SecJ.PREVIOUSJOBANDPENSION.PWELSENOWELSE.J686YJ063BP* <>
1) THEN
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J687YJ063TOW158_2BP* <> 1 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJ067 AMOUNT EARNING WHEN LEFT
Section: J Level: Respondent Type: Numeric Width: 13 Decimals: 1
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J067_
[What was [she/he] earning, before deductions, when [she/he] retired?/What was
[she/he] earning, before deductions, when [she/he] left that employer?]
If amount per hour, enter both dollars and cents
Do not probe DK/RF
Amount:
Per:
.................................................................................
33 6.5-180000. Actual Value
32 99999999998. DK (Don't Know); NA (Not Ascertained)
1 99999999999. RF (Refused)
1380 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
{PREVIOUS ASK} SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J067_
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J067_ <> EMPTY AND
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J067_ <> NONRESPONSE THEN
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J067_ <> 0 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJ071 AMOUNT EARNING WHEN LEFT - PER
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J071_
PROBE if necessary: Was that per hour, week, month, or year?
Amount: [AMOUNT EARNING WHEN LEFT]
Per:
.................................................................................
6 1. HOUR
7 2. WEEK
3. EVERY TWO WEEKS/BI-WEEKLY
5 4. MONTH
5. TWICE A MONTH
14 6. YEAR
7. OTHER (SPECIFY)
1 11. Day
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1413 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJ068 AMOUNT EARNING WHEN LEFT - MIN
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J068_
Did it amount to a total of less than $____ per month, more than $____ per
month, or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $200, $800, $1,500, $3,000
RANDOM ENTRY POINTS: $800, $1,500
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X502
.................................................................................
9 0. Value of Breakpoint
1 200. Value of Breakpoint
7 201. Value of Breakpoint
1 800. Value of Breakpoint
3 801. Value of Breakpoint
6 1501. Value of Breakpoint
2 3000. Value of Breakpoint
4 3001. Value of Breakpoint
1413 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJ069 AMOUNT EARNING WHEN LEFT - MAX
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J069_
*
.................................................................................
1 200. Value of Breakpoint
7 799. Value of Breakpoint
1 800. Value of Breakpoint
3 1499. Value of Breakpoint
4 2999. Value of Breakpoint
2 3000. Value of Breakpoint
15 99999996. Greater than Maximum Breakpoint
1413 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJ070 AMOUNT EARNING WHEN LEFT - RESULT
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J070_
*
.................................................................................
11 98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
1434 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
Assign: IF piRVARSZ133_JobPension_V = YES THEN
J084_ := YES
ELSE
J084_.ASK
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJ084 INCLUDED IN CURRENT PENSION PLAN
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J084_
IF NOT SELF-EMPLOYED AT R'S LAST IW (Z136 NOT 2):
Was [Respondent's First Name]] included in a pension or retirement plan, or in
any tax deferred savings plan, through [her/his] work when [she/he] worked for
[PREV WAVE EMPLOYER NAME/that employer]?
OTHERWISE:
Aside from IRAs not sponsored by [her/his] business or KEOGH plans, was
[Respondent's First Name]] included in a pension or retirement plan, or in any
tax deferred savings plan, through [her/his] work?
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 [her/his] previous [business/employer].
.................................................................................
48 1. YES
54 5. NO
4 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1340 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
IF (WORKSTATUS.SecJ.WORKSTATUS.J677YJ023BP* <> 1) AND
(WORKSTATUS.SecJ.WORKSTATUS.J677YJ023BP* <> 6) THEN
IF
((((((PWSELFNOWELSE.SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J678YJ023TOW158_2BP*
<> 1) AND
(PWSELFNOWELSE.SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J679YJ028TOW158_2BP <>
1)) AND
(PWSELFNOWELSE.SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J680YJ031BP_TOW158_2BP
<> 1)) AND
(PWELSENOWELSE.SecJ.PREVIOUSJOBANDPENSION.PWELSENOWELSE.J683YJ045TOW158_2BP* <>
1)) AND
(PWELSENOWELSE.SecJ.PREVIOUSJOBANDPENSION.PWELSENOWELSE.J684YJ058BP_TOJ167BP* <
1)) AND (PWELSENOWELSE.SecJ.PREVIOUSJOBANDPENSION.PWELSENOWELSE.J686YJ063BP* <>
1)) AND
(PWELSENOWSELF.SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J687YJ063TOW158_2BP* <>
1) THEN
IF (SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J083_ <> YES) AND
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J083_ <> NONRESPONSE THEN
IF ((SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J084_* <> NO) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J084_* <> DONTKNOW)) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J084_* <> REFUSAL) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJ085 # PENSION PLANS
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J085_
[According to our records, [Respondent's First Name] reported that [she/he] was
included in one or more pension plans on this job.]
In how many different pension plans was [he/she] included on this job?
1-8 PLANS
[Enter '95' if R denies being included in any pension plan]
.................................................................................
3 0. NONE
31 1. ONE
4 2. TWO
3. THREE
4. FOUR
5. FIVE
6. SIX
7. SEVEN
8. EIGHT
2 95. DENIES BEING INCLUDED IN PENSION PLAN
8 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1398 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK} SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J085_
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J085_ = DONTKNOW THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJ086 ONE PENSION PLAN OR MORE THAN ONE
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J086_
Was this just one plan or more than one?
.................................................................................
2 1. ONE PLAN
1 3. MORE THAN ONE
5 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1438 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
Assign: IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J085_ = DONTKNOW THEN
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J086_ = ONEPLAN THEN
J087_TypePenPlanLoop := 1
ELSE
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J086_ = MORETHANONE THEN
J087_TypePenPlanLoop := 2
ELSE
IF ((SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J085_ <> NONE) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J085_ <> DENIES)) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J085_ <> REFUSAL) THEN
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J085_ IN [ONE .. FOUR] THEN
J087_TypePenPlanLoop := J085_.ORD
ELSE
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J085_ IN [FIVE .. EIGHT] THEN
J087_TypePenPlanLoop := 4
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJ087 TYPE PENSION PLAN LOOP
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J087_TypePenPlanLoop
*
.................................................................................
38 1-2. Number of Pensions
1408 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
{PREVIOUS ASK} SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J085_
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J087_TypePenPlanLoop* <> EMPTY
THEN
IF (SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.i = 1) OR
((TYPEPENPLANLOOP[SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.i -
1].SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP.W001A <>
REFUSAL) AND TYPEPENPLANLOOP[SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.i -
1].SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP.W001A <>
EMPTY) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW082A CERTAINTY ABOUT THE PLAN NAME-BRIEF -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].W082APlanType
[(/]Was it a 401K, a Supplemental Retirement Account (SRA), defined benefit,
defined contribution, or what? [)/]
(What did [her/his] former employer call it?)
.................................................................................
11 1. 401K PLAN
5 2. SUPPLEMENTAL RETIREMENT ACCOUNT (SRA)
2 3. DEFINED BENEFIT PLAN
2 4. DEFINED CONTRIBUTION PLAN
5. 401A PLAN
1 6. 403B PLAN
7. 457 PLAN
8. THRIFT/SAVINGS PLAN (TSP)
2 9. PROFIT-SHARING PLAN
10. EMPLOYEE STOCK OWNERSHIP PLAN (ESOP)
11. MONEY PURCHASE PLAN
12. PORTABLE CASH OPTION PLAN
13. EMPLOYEE STOCK PURCHASE PLAN (ESPP)
1 14. SEP OR SIMPLE PLAN
15. COMBINATION PLAN
16. CASH BALANCE PLAN
1 95. IRA/Keogh mentioned
1 97. OTHER (SPECIFY)
12 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1408 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W082APlanType
IF
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP.piWhichSection*
<> 5 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW001A TYPE OF PENSION PLAN -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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 [him/her].[)]
Was [her/his] plan Type A or Type B?
If R has multiple plans of different types, record them as separate plans rather
than combining them as 'both'.
401-K, 403-b, 457, ESOP, SRA, (TSP) THRIFT/savings, stock/profit sharing, money
purchase plans, SEP/SIMPLE, 401A, and cash balance plans are all type B
retirement plans
Type A plans are often called 'Defined Benefit' plans
Type B plans are often called 'Defined Contribution'
.................................................................................
14 1. TYPE A
16 2. TYPE B
3. BOTH TYPES
7 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
1408 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
Assign: IF
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W082APlanType
= DEFINEDBENEFIT) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W001A =
TYPEA) THEN
W087_Consistency := TYPEACONSISTENT
ELSE
IF
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W082APlanType
IN [_401K, _401A, _403B, _457, TSP, PROFITSHARING, ESOP, MONEYPURCHASE,
PORTABLECASH, SRA, DEFINEDCONTRIBUTION, SEP, ESPP]) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W001A =
TYPEB) THEN
W087_Consistency := TYPEBCONSISTENT
ELSE
W087_Consistency := INCONSISTENT
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW087A PENSION PLAN TYPE CONSISTENCY-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].W087_Consistency
*
User Note: If the Respondent answered 3 at W082 and 1 at W001, they were
assigned a 1 at this variable. If the Respondent did not answer 3 or DK or RF at
W082 and answered 2 at W001, they were assigned a 2 at this variable. Otherwise,
they were assigned a 4.
.................................................................................
2 1. TYPE A CONSISTENT
13 2. TYPE B CONSISTENT
3. CASH BALANCE
22 4. INCONSISTENT
1409 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W082APlanType
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W001A <>
REFUSAL THEN
IF
((SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP.piWhichSection*
<> 5) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP.piWhichSection*
= 1))) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W001A <>
DONTKNOW) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW085A CERTAINTY ABOUT TYPE OF PLAN -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].W085A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
Sometimes people are not sure about the number of retirement plans they have. We
are interested in how certain you are about the number of plans [FIRST NAME] had
on that job. Are you very certain, somewhat certain or not certain at all that
[she/he] actually had (a) [TYPE OF PENSION PLAN]?
.................................................................................
15 1. VERY CERTAIN
10 2. SOMEWHAT CERTAIN
5 3. NOT CERTAIN AT ALL
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1416 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W085A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW034A NUMBER OF YEARS IN PLAN -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].W034A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
How many years altogether was [she/he] included in this plan?
INCLUDE years with other employers if same plan ROUND the value to the nearest
year
0-50 years
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
27 3 50 16.26 13.16 1416
-----------------------------------------------------------------
3 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W082APlanType
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W001A <>
REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[iDM].X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW043A HWP BENEFICIARY OF PENSION-B -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].W043A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
Did [you/R’s FIRST NAME’s [husband/wife/partner]] or will [you/[his/her]
[husband/wife/partner]] receive any benefits from this plan?
.................................................................................
25 1. YES
4 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1416 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W082APlanType
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W001A <>
REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[iDM].X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W043A <>
NO) AND SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W043A
<> NONRESPONSE THEN
IF
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP.TYPES.piWhichSection
<> 5) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W087_Consistency*
<> TYPEACONSISTENT) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW002A AMOUNT IN PENS WHEN LEFT-B -1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W002A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
[For the part of [her/his] pension where money was accumulated in an account,
how /How] much money was in [her/his] account when [she/he] died?
If R says 'does not have an account', enter [99999996]
.................................................................................
7 6000-250000. Actual Value
99999996. DOES NOT HAVE AN ACCOUNT
13 99999998. DK (Don't Know); NA (Not Ascertained)
4 99999999. RF (Refused)
1422 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
WJW003A AMOUNT IN PENSION WHEN LEFT-B - MIN -1
Section: J Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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
.................................................................................
9 0. Value of Breakpoint
1 5001. Value of Breakpoint
2 20001. Value of Breakpoint
1 50000. Value of Breakpoint
3 50001. Value of Breakpoint
1 150001. Value of Breakpoint
1429 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJW004A AMOUNT IN PENSION WHEN LEFT-B - MAX -1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W004A
*
.................................................................................
1 4999. Value of Breakpoint
1 19999. Value of Breakpoint
2 49999. Value of Breakpoint
1 50000. Value of Breakpoint
2 149999. Value of Breakpoint
10 99999996. Greater than Maximum Breakpoint
1429 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJW005A AMOUNT IN PENSION WHEN LEFT-B - RESULT -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W005A
*
.................................................................................
7 98. DK (Don't Know); NA (Not Ascertained)
2 99. RF (Refused)
1437 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W082APlanType
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W001A <>
REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[iDM].X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W043A <>
NO) AND SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W043A
<> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW097A1 DISPOSITION OF PENSION-B -1 -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W097B[1]
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
We are interested in what [you/R's FIRST NAME's [husband/wife/partner]] did with
that plan. When [he/she] died, what did [you/R's FIRST NAME's [husband/wife/
partner]] do with that plan?
(Are/Is [you/R's FIRST NAME's [husband/wife/partner]] receiving benefits in the
form of regular payments now, did [you/R's FIRST NAME's [husband/wife/partner]]
withdraw all or part of the money, roll it over into an IRA, leave the plan
unchanged, convert it to or purchase an annuity, continue collecting all or part
of the benefits, lose the benefits, did [you/R's FIRST NAME's [husband/wife/
partner]] receive or [are you/is R's FIRST NAME's [husband/wife /partner]]
receiving one or more installments or irregular payments, or what?)
[IWER: DO NOT PROBE, BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP
QUESTIONS]
.................................................................................
5 1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
6 2. ROLLED OVER INTO IRA
2 3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
1 5. CONTINUED COLLECTING ALL/PART OF R'S BENEFITS
6. LOST BENEFITS
1 7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
9 8. RECEIVING BENEFITS NOW
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
1421 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W082APlanType
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W001A <>
REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[iDM].X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W043A <>
NO) AND SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W043A
<> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW097A2 DISPOSITION OF PENSION-B -1 -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W097B[2]
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
We are interested in what [you/R's FIRST NAME's [husband/wife/partner]] did with
that plan. When [he/she] died, what did [you/R's FIRST NAME's [husband/wife/
partner]] do with that plan?
(Are/Is [you/R's FIRST NAME's [husband/wife/partner]] receiving benefits in the
form of regular payments now, did [you/R's FIRST NAME's [husband/wife/partner]]
withdraw all or part of the money, roll it over into an IRA, leave the plan
unchanged, convert it to or purchase an annuity, continue collecting all or part
of the benefits, lose the benefits, did [you/R's FIRST NAME's [husband/wife/
partner]] receive or [are you/is R's FIRST NAME's [husband/wife /partner]]
receiving one or more installments or irregular payments, or what?)
[IWER: DO NOT PROBE, BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP
QUESTIONS]
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. CONTINUED COLLECTING ALL/PART OF R'S BENEFITS
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF NOT (WITHDREWTHEMONEY IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
AND NOT (LOSTBENEFITS IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW065A ALLOWED LUMP SUM PAYMENT-TYPE B -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W065A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
Could [you/she/he] have taken benefits as a cash settlement or a lump-sum
payment?
.................................................................................
12 1. YES
8 5. NO
2 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1424 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
OR (INSTALLMENTS IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
IF
((SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP.TYPES.piWhichSection
<> 5) AND
((SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B.CARDINAL
<> 1) OR NOT
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W002A >
0))) AND (LEFTTOACCUMULATE IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW008A AMOUNT LEFT IN OLD ACCOUNT-B -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W008A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
How much money did [he/she] leave in that plan?
Amount:
.................................................................................
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1445 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
OR (INSTALLMENTS IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
IF INSTALLMENTS IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW063A TYPE B PENSION TOTAL AMT RECEIVED IN INSTALLMENTS -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W063A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
How much money in total did [you/he/she] receive in installments or irregular
payments in the last calendar year?
Amount:
.................................................................................
1 0. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1445 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
OR (INSTALLMENTS IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
IF
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP.TYPES.piWhichSection
= 5) OR
((SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W087_Consistency*
<> TYPEACONSISTENT) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W002A
<> -2)) THEN
IF LEFTTOACCUMULATE IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW009A AMOUNT IN PENSION NOW-B -1
Section: J Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W009A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
How much is in that account now?
Do not probe DK/RF
Amount:
.................................................................................
1 30000. Actual Value
1 999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
1444 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJW010A AMOUNT IN PENSION NOW-B - MIN -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W010A
Did it amount to less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $10,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X504
ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND
.................................................................................
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJW011A AMOUNT IN PENSION NOW-B - MAX -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W011A
*
.................................................................................
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJW012A AMOUNT IN PENSION NOW-B - RESULT -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W012A
*
.................................................................................
1 97. Data Not Available
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1445 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
OR (RECEIVING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B))
OR (CONTINUEDCOLLECTING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
IF (NOT (RECEIVING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
AND NOT (CONTINUEDCOLLECTING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B))
OR (CONVERTTOANNUITY IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW013A AMOUNT CONVERTED TO ANNUITY-B -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W013A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
How much did [you/he/she] (convert to/purchase as) an annuity?
Amount:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
OR (RECEIVING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B))
OR (CONTINUEDCOLLECTING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
IF (CONVERTTOANNUITY IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B.CARDINAL
= 1) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW108A STARTED RECEIVING ANNUITY -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W108A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
Did [you/he/she] start receiving benefits from this annuity?
.................................................................................
1446 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
OR (RECEIVING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B))
OR (CONTINUEDCOLLECTING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
IF (RECEIVING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
OR
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W108A =
YES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW014A AGE WHEN ANNUITY STARTED-B -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W014A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
How old [were you/was] [R's FIRST NAME's [husband/wife/partner]] when
[you/he/she] started receiving benefits?
[IWER: If R mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months]
.................................................................................
9 50-85. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1437 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W014A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W014A
<> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW086A AGE WHEN ANNUITY STARTED -MONTHS -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W086A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
If R reports AGE and months, enter number of months.
If R did not mention months, press [ENTER] to continue
.................................................................................
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W014A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW015A AMOUNT OF ANNUITY-B -1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W015A
How much are the benefits per month or year?
If benefits have not yet started, record what benefits will be.
Amount:
Per:
.................................................................................
9 156-5000. Actual Value
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1437 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W015A
IF
((SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W015A
<> 0) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W015A
<> DONTKNOW)) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W015A
<> REFUSAL) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW016A AMOUNT OF ANNUITY PER-B -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W016A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
PROBE if necessary: Is that per month or year?
Amount: $[AMOUNT OF ANNUITY-B]
Per:
.................................................................................
9 4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1437 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W016A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW028A ADJUSTED FOR COST OF LIVING -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W028A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
Are the benefits adjusted for changes in the cost of living?
.................................................................................
2 1. YES
6 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1437 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W028A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W028A
= YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW059A BENEFITS ADJUSTED AUTOMATICALLY-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W059A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
Are the benefits adjusted automatically?
.................................................................................
2 1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1444 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W015A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW049A ANNUITY BENEFITS DURATION -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W049A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
Will this payment continue as long as [you/R's FIRST NAME's [husband/wife
/partner]] [live/lives], is it for a fixed period of time, or what?
.................................................................................
8 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)
1437 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W050S
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W049A
= FORAFIXEDTIME THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW051A ANNUITY BENEFITS-UNTIL YR -1
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W051A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W051A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W051A
= EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW052A ANNUITY BENEFITS-UNTIL AGE -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W052A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W052A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W051A
= EMPTY AND
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W052A =
EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW053A ANNUITY BENEFITS-YEARS -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W053A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
1 10. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1445 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF ROLLEDOVERINTOIRA IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW018A AMOUNT OF PENSION ROLLOVER-B -1
Section: J Level: Respondent Type: Numeric Width: 10 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W018A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
How much did the rollover amount to?
Amount:
.................................................................................
4 29000-150000. Actual Value
1 9999999998. DK (Don't Know); NA (Not Ascertained)
1 9999999999. RF (Refused)
1440 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF WITHDREWTHEMONEY IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW056A HOW MUCH MONEY WITHDRAWN -1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W056A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
How much money did [you/[his/her] [husband/wife/partner]] withdraw or how much
was the lump sum or cash settlement [you/[his/her] [husband/wife/partner]]
received?
.................................................................................
3 6000-74000. Actual Value
2 99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1441 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W056A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW057A WHAT DONE WITH MONEY WITHDRAWN -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W057A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
What did [you/he/she] do with the money?
.................................................................................
1. BOUGHT DURABLES
2 2. SPENT IT
1 3. SAVED/INVESTED
1 4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1441 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF (EXPECTFUTUREBENEFITS IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
AND ((SecA.StartInterview.A009_SelfPrxy* = SLF) OR ((ACTIVELANGUAGE = EXTENG)
OR (ACTIVELANGUAGE = EXTSPN))) THEN
IF NOT (RECEIVING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
AND NOT (CONTINUEDCOLLECTING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW035A AGE EXPECT TO REC BENEFITS -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W035A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
At what age [do/does] [you/R's FIRST NAME's [husband/wife/partner]] expect to
start receiving (the rest of [his/her]) benefits from this plan?
[IWER: If R mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months]
.................................................................................
96. ALREADY RECEIVING BENEFITS
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W035A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W035A
<> NONRESPONSE THEN
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W035A
<> 96 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW098A AGE EXPECT TO REC BENEFITS-MO-1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W098A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
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)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W098A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW036A FORM OF EXPECTED BENEFITS -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W036A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
About how much [do/does] [you/he/she] expect these benefits to be, either as an
amount per month or year or a lump sum amount?
.................................................................................
2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W036A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W036A
= LUMPSUM THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW041A EXPECTED BENEFITS-LUMP SUM -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W041A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
ENTER lump sum amount
Amount:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W041A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W036A
<> NONRESPONSE THEN
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W036A
= PERCENTOFPAY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW037A EXPECTED BENEFIT-PCT FINAL PAY-A -1
Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W037A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
ENTER percent of final pay 1-100 percent
Percent:
.................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W037A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W036A
= AMOUNTPERMONTHYEAR THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW038A AMOUNT OF EXPECTED BENEFITS -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W038A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
PROBE if necessary: How much [do/does] [you/he/she] expect to receive?
DO NOT PROBE DK/RF
Amount:
Per:
[IWER: DO NOT PROBE DK/RF]
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJ133A AMT OF EXPECTED BENEFITS-MIN -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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
.................................................................................
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJ134A AMOUNT OF EXPECTED BENEFITS - MAX -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.J134_
*
.................................................................................
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJ135A AMOUNT OF EXPECTED BENEFITS - RESULT -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.J135_
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W038A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W038A
<> EMPTY AND
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W038A <>
NONRESPONSE THEN
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W038A
<> 0 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW039A EXPECTED BENEFITS PER -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W039A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
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)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W041A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W036A
<> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW089A ANNUITY BENEFITS DURATION -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W089A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
Will this payment continue as long as [as long as either you or your [you
/husband/wife/partner] live], is it for a fixed time period, or what?
.................................................................................
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W090S
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W089A
= FORAFIXEDTIME THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW091A ANNUITY BENEFITS-UNTIL YR -1
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W091A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W091A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W091A
= EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW092A ANNUITY BENEFITS-UNTIL AGE -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W092A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W092A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W091A
= EMPTY AND
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W092A =
EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW093A ANNUITY BENEFITS-YEARS -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W093A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF
((SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W041A
= EMPTY AND ((SecA.StartInterview.A009_SelfPrxy* = SLF) OR ((ACTIVELANGUAGE =
EXTENG) OR (ACTIVELANGUAGE = EXTSPN)))) AND ((EXPECTFUTUREBENEFITS IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
OR (RECEIVING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)))
AND (LEFTTOACCUMULATE IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW096A PLAN MONEY SAME AS BENEFITS -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPES.W096A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
[You mentioned that you left money in this plan and you expect future benefits
from this plan. Is the money you reported leaving in the plan the same as the
money that will finance your future benefits?/You mentioned that you left money
in this plan and you are currently receiving benefits from this plan. Is the
money you reported leaving in the plan the same as the money financing the
benefits you are drawing from?]
.................................................................................
1. NO, DIFFERENT MONEY
2. YES, THE SAME MONEY
3. YES, PARTLY THE SAME
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK} SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J085_
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J087_TypePenPlanLoop* <> EMPTY
THEN
IF (SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.i = 1) OR
((TYPEPENPLANLOOP[SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.i -
1].SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP.W001A <>
REFUSAL) AND TYPEPENPLANLOOP[SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.i -
1].SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP.W001A <>
EMPTY) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW082B CERTAINTY ABOUT THE PLAN NAME-BRIEF -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].W082APlanType
[(/]Was it a 401K, a Supplemental Retirement Account (SRA), defined benefit,
defined contribution, or what? [)/]
(What did [her/his] former employer call it?)
.................................................................................
2 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)
1 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)
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1441 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W082APlanType
IF
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP.piWhichSection*
<> 5 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW001B TYPE OF PENSION PLAN -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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 [him/her].[)]
Was [her/his] plan Type A or Type B?
If R has multiple plans of different types, record them as separate plans rather
than combining them as 'both'.
401-K, 403-b, 457, ESOP, SRA, (TSP) THRIFT/savings, stock/profit sharing, money
purchase plans, SEP/SIMPLE, 401A, and cash balance plans are all type B
retirement plans.
Type A plans are often called 'Defined Benefit' plans.
Type B plans are often called 'Defined Contribution'.
.................................................................................
1 1. TYPE A PLAN
3 2. TYPE B PLAN
3. BOTH PLAN TYPES
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1441 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
Assign: IF
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W082APlanType
= DEFINEDBENEFIT) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W001A =
TYPEA) THEN
W087_Consistency := TYPEACONSISTENT
ELSE
IF
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W082APlanType
IN [_401K, _401A, _403B, _457, TSP, PROFITSHARING, ESOP, MONEYPURCHASE,
PORTABLECASH, SRA, DEFINEDCONTRIBUTION, SEP, ESPP]) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W001A =
TYPEB) THEN
W087_Consistency := TYPEBCONSISTENT
ELSE
W087_Consistency := INCONSISTENT
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW087B PENSION PLAN TYPE CONSISTENCY-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].W087_Consistency
*
User Note: If the Respondent answered 3 at W082 and 1 at W001, they were
assigned a 1 at this variable. If the Respondent did not answer 3 or DK or RF at
W082 and answered 2 at W001, they were assigned a 2 at this variable. Otherwise,
they were assigned a 4.
.................................................................................
1. TYPE A CONSISTENT
3 2. TYPE B CONSISTENT
3. CASH BALANCE
2 4. INCONSISTENT
1441 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W082APlanType
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W001A <>
REFUSAL THEN
IF
((SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP.piWhichSection*
<> 5) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP.piWhichSection*
= 1))) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W001A <>
DONTKNOW) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW085B CERTAINTY ABOUT TYPE OF PLAN -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].W085A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
Sometimes people are not sure about the number of retirement plans they have. We
are interested in how certain you are about the number of plans [FIRST NAME] had
on that job. Are you very certain, somewhat certain or not certain at all that
[she/he] actually had (a) [TYPE OF PENSION PLAN]?
.................................................................................
1. VERY CERTAIN
2 2. SOMEWHAT CERTAIN
2 3. NOT CERTAIN AT ALL
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1442 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W085A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW034B NUMBER OF YEARS IN PLAN -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].W034A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
How many years altogether was [she/he] included in this plan?
INCLUDE years with other employers if same plan ROUND the value to the nearest
year
0-50 years
.................................................................................
4 8-19. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1442 Blank. INAP (Inapplicable); Partial Interview; Data
Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W082APlanType
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W001A <>
REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[iDM].X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW043B HWP BENEFICIARY OF PENSION-B -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].W043A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
Did [you/R’s FIRST NAME’s [husband/wife/partner]] or will [you/[his/her]
[husband/wife/partner]] receive any benefits from this plan?
.................................................................................
3 1. YES
1 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1441 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W082APlanType
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W001A <>
REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[iDM].X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W043A <>
NO) AND SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W043A
<> NONRESPONSE THEN
IF
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP.TYPES.piWhichSection
<> 5) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W087_Consistency*
<> TYPEACONSISTENT) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW002B AMOUNT IN PENS WHEN LEFT-B -2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W002A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
[For the part of [her/his] pension where money was accumulated in an account,
how/How] much money was in [her/his] account when [she/he] died?
If R says 'does not have an account', enter [99999996]
Do not probe dk/rf
.................................................................................
1 6000. Actual Value
99999996. DOES NOT HAVE AN ACCOUNT
99999998. DK (Don't Know); NA (Not Ascertained)
2 99999999. RF (Refused)
1443 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJW003B AMOUNT IN PENSION WHEN LEFT-B - MIN -2
Section: J Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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
.................................................................................
1 0. Value of Breakpoint
1 20001. Value of Breakpoint
1444 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJW004B AMOUNT IN PENSION WHEN LEFT-B - MAX -2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W004A
*
.................................................................................
1 49999. Value of Breakpoint
1 99999996. Greater Than Maximum Breakpoint
1444 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJW005B AMOUNT IN PENSION WHEN LEFT-B - RESULT -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W005A
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
1445 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W082APlanType
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W001A <>
REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[iDM].X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W043A <>
NO) AND SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W043A
<> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW097B1 DISPOSITION OF PENSION-B -2 -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W097B[1]
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
We are interested in what [you/R's FIRST NAME's [husband/wife/partner]] did with
that plan. When [he/she] died, what did [you/R's FIRST NAME's [husband/wife/
partner]] do with that plan?
(Are/Is [you/R's FIRST NAME's [husband/wife/partner]] receiving benefits in the
form of regular payments now, did [you/R's FIRST NAME's [husband/wife/partner]]
withdraw all or part of the money, roll it over into an IRA, leave the plan
unchanged, convert it to or purchase an annuity, continue collecting all or part
of the benefits, lose the benefits, did [you/R's FIRST NAME's [husband/wife/
partner]] receive or [are you/is R's FIRST NAME's [husband/wife /partner]]
receiving one or more installments or irregular payments, or what?)
[IWER: DO NOT PROBE, BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP
QUESTIONS]
.................................................................................
2 1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
1 3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. CONTINUED COLLECTING ALL/PART OF R'S BENEFITS
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1443 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W082APlanType
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W001A <>
REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[iDM].X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W043A <>
NO) AND SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W043A
<> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW097B2 DISPOSITION OF PENSION-B -2 -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W097B[2]
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
We are interested in what [you/R's FIRST NAME's [husband/wife/partner]] did with
that plan. When [he/she] died, what did [you/R's FIRST NAME's [husband/wife/
partner]] do with that plan?
(Are/Is [you/R's FIRST NAME's [husband/wife/partner]] receiving benefits in the
form of regular payments now, did [you/R's FIRST NAME's [husband/wife/partner]]
withdraw all or part of the money, roll it over into an IRA, leave the plan
unchanged, convert it to or purchase an annuity, continue collecting all or part
of the benefits, lose the benefits, did [you/R's FIRST NAME's [husband/wife/
partner]] receive or [are you/is R's FIRST NAME's [husband/wife /partner]]
receiving one or more installments or irregular payments, or what?)
[IWER: DO NOT PROBE, BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP
QUESTIONS]
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. CONTINUED COLLECTING ALL/PART OF R'S BENEFITS
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF NOT (WITHDREWTHEMONEY IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
AND NOT (LOSTBENEFITS IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW065B ALLOWED LUMP SUM PAYMENT-TYPE B -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W065A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
Could [you/she/he] have taken benefits as a cash settlement or a lump-sum
payment?
.................................................................................
2 1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1444 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
OR (INSTALLMENTS IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
IF
((SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP.TYPES.piWhichSection
<> 5) AND
((SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B.CARDINAL
<> 1) OR NOT
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W002A >
0))) AND (LEFTTOACCUMULATE IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW008B AMOUNT LEFT IN OLD ACCOUNT-B -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W008A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
How much money did [he/she] leave in that plan?
Amount:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
1445 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
OR (INSTALLMENTS IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
IF INSTALLMENTS IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW063B TYPE B PENSION TOTAL AMT RECEIVED IN INSTALLMENTS -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W063A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
How much money in total did [you/he/she] receive in installments or irregular
payments in the last calendar year?
Amount:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
OR (INSTALLMENTS IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
IF
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP.TYPES.piWhichSection
= 5) OR
((SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W087_Consistency*
<> TYPEACONSISTENT) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W002A
<> -2)) THEN
IF LEFTTOACCUMULATE IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW009B AMOUNT IN PENSION NOW-B -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W009A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
How much is in that account now?
Do not probe DK/RF
Amount:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
1445 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJW010B AMOUNT IN PENSION NOW-B - MIN -2
Section: J Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W010A
Did it amount to less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $10,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X504
ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND
.................................................................................
1 20001. Value of Breakpoint
1445 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJW011B AMOUNT IN PENSION NOW-B - MAX -2
Section: J Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W011A
*
.................................................................................
1 49999. Value of Breakpoint
1445 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJW012B AMOUNT IN PENSION NOW-B - RESULT -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W012A
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
OR (RECEIVING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B))
OR (CONTINUEDCOLLECTING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
IF (NOT (RECEIVING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
AND NOT (CONTINUEDCOLLECTING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B))
OR (CONVERTTOANNUITY IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW013B AMOUNT CONVERTED TO ANNUITY-B -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W013A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
How much did [you/he/she] (convert to/purchase as) an annuity?
Amount:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
OR (RECEIVING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B))
OR (CONTINUEDCOLLECTING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
IF (RECEIVING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
OR
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W108A =
YES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW014B AGE WHEN ANNUITY STARTED-B -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W014A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
How old [were you/was] [R's FIRST NAME's [husband/wife/partner]] when
[you/he/she] started receiving benefits?
[IWER: If R mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months]
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W014A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W014A
<> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW086B AGE WHEN ANNUITY STARTED -MONTHS -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W086A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
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)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W014A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW015B AMOUNT OF ANNUITY-B -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W015A
How much are the benefits per month or year?
If benefits have not yet started, record what benefits will be
Amount:
Per:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W015A
IF
((SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W015A
<> 0) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W015A
<> DONTKNOW)) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W015A
<> REFUSAL) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW016B AMOUNT OF ANNUITY PER-B -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W016A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
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)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W016A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW028B ADJUSTED FOR COST OF LIVING -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W028A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
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)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W028A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W028A
= YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW059B BENEFITS ADJUSTED AUTOMATICALLY-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W059A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
Are the benefits adjusted automatically?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W015A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW049B ANNUITY BENEFITS DURATION -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W049A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
Will this payment continue as long as [you/R's FIRST NAME's [husband/wife
/partner]] [live/lives], is it for a fixed period of time, or what?
.................................................................................
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W050S
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W049A
= FORAFIXEDTIME THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW051B ANNUITY BENEFITS-UNTIL YR -2
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W051A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W051A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W051A
= EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW052B ANNUITY BENEFITS-UNTIL AGE -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W052A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W052A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W051A
= EMPTY AND
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W052A =
EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW053B ANNUITY BENEFITS-YEARS -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W053A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF ROLLEDOVERINTOIRA IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW018B AMOUNT OF PENSION ROLLOVER-B -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W018A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
How much did the rollover amount to?
Amount:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF WITHDREWTHEMONEY IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW056B HOW MUCH MONEY WITHDRAWN -2
Section: J Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W056A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
How much money did [you/[his/her] [husband/wife/partner]] withdraw or how much
was the lump sum or cash settlement [you/[his/her] [husband/wife /partner]]
received?
.................................................................................
1 6000. Actual Value
1 99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
1444 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W056A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW057B WHAT DONE WITH MONEY WITHDRAWN -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W057A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
What did [you/he/she] do with the money?
.................................................................................
1. BOUGHT DURABLES
2 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)
1444 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF (EXPECTFUTUREBENEFITS IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
AND ((SecA.StartInterview.A009_SelfPrxy* = SLF) OR ((ACTIVELANGUAGE = EXTENG)
OR (ACTIVELANGUAGE = EXTSPN))) THEN
IF NOT (RECEIVING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
AND NOT (CONTINUEDCOLLECTING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW035B AGE EXPECT TO REC BENEFITS -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W035A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
At what age [do/does] [you/R's FIRST NAME's [husband/wife/partner]] expect to
start receiving (the rest of [his/her]) benefits from this plan?
[IWER: If R mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months]
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W035A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W035A
<> NONRESPONSE THEN
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W035A
<> 96 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW098B AGE EXPECT TO REC BENEFITS-MO-1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W098A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
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)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W098A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW036B FORM OF EXPECTED BENEFITS -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W036A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
About how much [do/does] [you/he/she] expect these benefits to be, either as an
amount per month or year or a lump sum amount?
.................................................................................
2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W036A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W036A
= LUMPSUM THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW041B EXPECTED BENEFITS-LUMP SUM -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W041A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
ENTER lump sum amount
Amount:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W041A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W036A
<> NONRESPONSE THEN
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W036A
= PERCENTOFPAY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW037B EXPECTED BENEFIT-PCT FINAL PAY-A -2
Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W037A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
ENTER percent of final pay 1-100 percent
Percent:
.................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W037A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W036A
= AMOUNTPERMONTHYEAR THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW038B AMOUNT OF EXPECTED BENEFITS -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W038A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
PROBE if necessary: How much [do/does] [you/he/she] expect to receive?
DO NOT PROBE DK/RF
Amount:
Per:
[IWER: DO NOT PROBE DK/RF]
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJ133B AMT OF EXPECTED BENEFITS-MIN -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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
.................................................................................
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJ134B AMOUNT OF EXPECTED BENEFITS - MAX -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.J134_
*
.................................................................................
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJ135B AMOUNT OF EXPECTED BENEFITS - RESULT -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.J135_
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W038A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W038A
<> EMPTY AND
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W038A <>
NONRESPONSE THEN
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W038A
<> 0 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW039B EXPECTED BENEFITS PER -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W039A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
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)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W041A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W036A
<> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW089B ANNUITY BENEFITS DURATION -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W089A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
Will this payment continue as long as [as long as either you or your [you
/husband/wife/partner] live], is it for a fixed time period, or what?
.................................................................................
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W090S
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W089A
= FORAFIXEDTIME THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW091B ANNUITY BENEFITS-UNTIL YR -2
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W091A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W091A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W091A
= EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW092B ANNUITY BENEFITS-UNTIL AGE -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W092A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W092A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W091A
= EMPTY AND
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W092A =
EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW093B ANNUITY BENEFITS-YEARS -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W093A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF
((SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W041A
= EMPTY AND ((SecA.StartInterview.A009_SelfPrxy* = SLF) OR ((ACTIVELANGUAGE =
EXTENG) OR (ACTIVELANGUAGE = EXTSPN)))) AND ((EXPECTFUTUREBENEFITS IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
OR (RECEIVING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)))
AND (LEFTTOACCUMULATE IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW096B PLAN MONEY SAME AS BENEFITS -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPES.W096A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
[You mentioned that you left money in this plan and you expect future benefits
from this plan. Is the money you reported leaving in the plan the same as the
money that will finance your future benefits?/You mentioned that you left money
in this plan and you are currently receiving benefits from this plan. Is the
money you reported leaving in the plan the same as the money financing the
benefits you are drawing from?]
.................................................................................
1. NO, DIFFERENT MONEY
2. YES, THE SAME MONEY
3. YES, PARTLY THE SAME
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK} SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J085_
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J087_TypePenPlanLoop* <> EMPTY
THEN
IF (SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.i = 1) OR
((TYPEPENPLANLOOP[SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.i -
1].SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP.W001A <>
REFUSAL) AND TYPEPENPLANLOOP[SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.i -
1].SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP.W001A <>
EMPTY) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW082C CERTAINTY ABOUT THE PLAN NAME-BRIEF -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].W082APlanType
[(/]Was it a 401K, a Supplemental Retirement Account (SRA), defined benefit,
defined contribution, or what? [)/]
(What did [her/his] former employer call it?)
.................................................................................
1. 401K PLAN
2. SUPPLEMENTAL RETIREMENT ACCOUNT (SRA)
3. DEFINED BENEFIT PLAN
4. DEFINED CONTRIBUTION PLAN
5. 401A PLAN
6. 403B PLAN
7. 457 PLAN
8. THRIFT/SAVINGS PLAN (TSP)
9. PROFIT-SHARING PLAN
10. EMPLOYEE STOCK OWNERSHIP PLAN (ESOP)
11. MONEY PURCHASE PLAN
12. PORTABLE CASH OPTION PLAN
13. EMPLOYEE STOCK PURCHASE PLAN (ESPP)
14. SEP OR SIMPLE PLAN
15. COMBINATION PLAN
16. CASH BALANCE PLAN
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W082APlanType
IF
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP.piWhichSection*
<> 5 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW001C TYPE OF PENSION PLAN -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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 [him/her].[)]
Was [her/his] plan Type A or Type B?
If R has multiple plans of different types, record them as separate plans rather
than combining them as 'both'.
401-K, 403-b, 457, ESOP, SRA, (TSP) THRIFT/savings, stock/profit sharing, money
purchase plans, SEP/SIMPLE, 401A, and cash balance plans are all type B
retirement plans
Type A plans are often called 'Defined Benefit' plans
Type B plans are often called 'Defined Contribution'
.................................................................................
1. TYPE A PLAN
2. TYPE B PLAN
3. BOTH PLAN TYPES
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
Assign: IF
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W082APlanType
= DEFINEDBENEFIT) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W001A =
TYPEA) THEN
W087_Consistency := TYPEACONSISTENT
ELSE
IF
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W082APlanType
IN [_401K, _401A, _403B, _457, TSP, PROFITSHARING, ESOP, MONEYPURCHASE,
PORTABLECASH, SRA, DEFINEDCONTRIBUTION, SEP, ESPP]) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W001A =
TYPEB) THEN
W087_Consistency := TYPEBCONSISTENT
ELSE
W087_Consistency := INCONSISTENT
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW087C PENSION PLAN TYPE CONSISTENCY-3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].W087_Consistency
*
User Note: If the Respondent answered 3 at W082 and 1 at W001, they were
assigned a 1 at this variable. If the Respondent did not answer 3 or DK or RF at
W082 and answered 2 at W001, they were assigned a 2 at this variable. Otherwise,
they were assigned a 4.
.................................................................................
1. TYPE A CONSISTENT
2. TYPE B CONSISTENT
3. CASH BALANCE
4. INCONSISTENT
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W082APlanType
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W001A <>
REFUSAL THEN
IF
((SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP.piWhichSection*
<> 5) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP.piWhichSection*
= 1))) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W001A <>
DONTKNOW) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW085C CERTAINTY ABOUT TYPE OF PLAN -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].W085A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
Sometimes people are not sure about the number of retirement plans they have. We
are interested in how certain you are about the number of plans [FIRST NAME] had
on that job. Are you very certain, somewhat certain or not certain at all that
[she/he] actually had (a) [TYPE OF PENSION PLAN]?
.................................................................................
1. VERY CERTAIN
2. SOMEWHAT CERTAIN
3. NOT CERTAIN AT ALL
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W085A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW034C NUMBER OF YEARS IN PLAN -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].W034A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
How many years altogether was [she/he] included in this plan?
INCLUDE years with other employers if same plan ROUND the value to the nearest
year
0-50 years
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W082APlanType
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W001A <>
REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[iDM].X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW043C HWP BENEFICIARY OF PENSION-B -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].W043A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
Did [you/R’s FIRST NAME’s [husband/wife/partner]] or will [you/[his/her]
[husband/wife/partner]] receive any benefits from this plan?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W082APlanType
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W001A <>
REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[iDM].X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W043A <>
NO) AND SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W043A
<> NONRESPONSE THEN
IF
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP.TYPES.piWhichSection
<> 5) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W087_Consistency*
<> TYPEACONSISTENT) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW002C AMOUNT IN PENS WHEN LEFT-B -3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W002A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
[For the part of [her/his] pension where money was accumulated in an account,
how /How] much money was in [her/his] account when [she/he] died?
If R says 'does not have an account', enter [99999996]
.................................................................................
99999996. DOES NOT HAVE AN ACCOUNT
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJW003C AMOUNT IN PENSION WHEN LEFT-B - MIN -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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
.................................................................................
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJW004C AMOUNT IN PENSION WHEN LEFT-B - MAX -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W004A
*
.................................................................................
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJW005C AMOUNT IN PENSION WHEN LEFT-B - RESULT -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W005A
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W082APlanType
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W001A <>
REFUSAL THEN
IF ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(Respondents[iDM].X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]) THEN
IF (SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W043A <>
NO) AND SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W043A
<> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW097C1 DISPOSITION OF PENSION-B -3 -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W097B[1]
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
We are interested in what [you/R's FIRST NAME's [husband/wife/partner]] did with
that plan. When [he/she] died, what did [you/R's FIRST NAME's [husband/wife/
partner]] do with that plan?
(Are/Is [you/R's FIRST NAME's [husband/wife/partner]] receiving benefits in the
form of regular payments now, did [you/R's FIRST NAME's [husband/wife/partner]]
withdraw all or part of the money, roll it over into an IRA, leave the plan
unchanged, convert it to or purchase an annuity, continue collecting all or part
of the benefits, lose the benefits, did [you/R's FIRST NAME's [husband/wife/
partner]] receive or [are you/is R's FIRST NAME's [husband/wife /partner]]
receiving one or more installments or irregular payments, or what?)
[IWER: DO NOT PROBE, BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP
QUESTIONS]
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. CONTINUED COLLECTING ALL/PART OF R'S BENEFITS
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF NOT (WITHDREWTHEMONEY IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
AND NOT (LOSTBENEFITS IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW065C ALLOWED LUMP SUM PAYMENT-TYPE B -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W065A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
Could [you/she/he] have taken benefits as a cash settlement or a lump-sum
payment?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
OR (INSTALLMENTS IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
IF
((SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP.TYPES.piWhichSection
<> 5) AND
((SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B.CARDINAL
<> 1) OR NOT
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W002A >
0))) AND (LEFTTOACCUMULATE IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW008C AMOUNT LEFT IN OLD ACCOUNT-B -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W008A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
How much money did [he/she] leave in that plan?
Amount:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
OR (INSTALLMENTS IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
IF INSTALLMENTS IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW063C TYPE B PENSION TOTAL AMT RECEIVED IN INSTALLMENTS -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W063A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
How much money in total did [you/he/she] receive in installments or irregular
payments in the last calendar year?
Amount:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
OR (INSTALLMENTS IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
IF
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP.TYPES.piWhichSection
= 5) OR
((SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].W087_Consistency*
<> TYPEACONSISTENT) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W002A
<> -2)) THEN
IF LEFTTOACCUMULATE IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW009C AMOUNT IN PENSION NOW-B -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W009A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
How much is in that account now?
Do not probe DK/RF
Amount:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJW010C AMOUNT IN PENSION NOW-B - MIN -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W010A
Did it amount to less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $10,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X504
ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND
.................................................................................
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJW011C AMOUNT IN PENSION NOW-B - MAX -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W011A
*
.................................................................................
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJW012C AMOUNT IN PENSION NOW-B - RESULT -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W012A
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
OR (RECEIVING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B))
OR (CONTINUEDCOLLECTING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
IF (NOT (RECEIVING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
AND NOT (CONTINUEDCOLLECTING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B))
OR (CONVERTTOANNUITY IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW013C AMOUNT CONVERTED TO ANNUITY-B -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W013A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
How much did [you/he/she] (convert to/purchase as) an annuity?
Amount:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
OR (RECEIVING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B))
OR (CONTINUEDCOLLECTING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
IF (RECEIVING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
OR
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W108A =
YES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW014C AGE WHEN ANNUITY STARTED-B -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W014A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
How old [were you/was] [R's FIRST NAME's [husband/wife/partner]] when
[you/he/she] started receiving benefits?
[IWER: If R mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months]
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W014A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W014A
<> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW086C AGE WHEN ANNUITY STARTED -MONTHS -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W086A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
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)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W014A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW015C AMOUNT OF ANNUITY-B -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W015A
How much are the benefits per month or year?
If benefits have not yet started, record what benefits will be
Amount:
Per:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W015A
IF
((SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W015A
<> 0) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W015A
<> DONTKNOW)) AND
(SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W015A
<> REFUSAL) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW016C AMOUNT OF ANNUITY PER-B -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W016A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
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)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W016A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW028C ADJUSTED FOR COST OF LIVING -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W028A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
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)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W028A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W028A
= YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW059C BENEFITS ADJUSTED AUTOMATICALLY-3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W059A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
Are the benefits adjusted automatically?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W015A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW049C ANNUITY BENEFITS DURATION -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W049A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
Will this payment continue as long as [you/R's FIRST NAME's [husband/wife
/partner]] [live/lives], is it for a fixed period of time, or what?
.................................................................................
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W050S
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W049A
= FORAFIXEDTIME THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW051C ANNUITY BENEFITS-UNTIL YR -3
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W051A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W051A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W051A
= EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW052C ANNUITY BENEFITS-UNTIL AGE -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W052A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W052A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W051A
= EMPTY AND
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W052A =
EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW053C ANNUITY BENEFITS-YEARS -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W053A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF ROLLEDOVERINTOIRA IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW018C AMOUNT OF PENSION ROLLOVER-B -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W018A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
How much did the rollover amount to?
Amount:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF WITHDREWTHEMONEY IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW056C HOW MUCH MONEY WITHDRAWN -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W056A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
How much money did [you/[his/her] [husband/wife/partner]] withdraw or how much
was the lump sum or cash settlement [you/[his/her] [husband/wife/partner]]
received?
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W056A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW057C WHAT DONE WITH MONEY WITHDRAWN -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W057A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
What did [you/he/she] do with the money?
.................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF (EXPECTFUTUREBENEFITS IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
AND ((SecA.StartInterview.A009_SelfPrxy* = SLF) OR ((ACTIVELANGUAGE = EXTENG)
OR (ACTIVELANGUAGE = EXTSPN))) THEN
IF NOT (RECEIVING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
AND NOT (CONTINUEDCOLLECTING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW035C AGE EXPECT TO REC BENEFITS -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W035A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
At what age [do/does] [you/R's FIRST NAME's [husband/wife/partner]] expect to
start receiving (the rest of [his/her]) benefits from this plan?
[IWER: If R mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months]
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W035A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W035A
<> NONRESPONSE THEN
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W035A
<> 96 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW098C AGE EXPECT TO REC BENEFITS-MO-1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W098A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
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)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W098A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW036C FORM OF EXPECTED BENEFITS -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W036A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
About how much [do/does] [you/he/she] expect these benefits to be, either as an
amount per month or year or a lump sum amount?
.................................................................................
2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W036A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W036A
= LUMPSUM THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW041C EXPECTED BENEFITS-LUMP SUM -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W041A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
ENTER lump sum amount
Amount:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W041A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W036A
<> NONRESPONSE THEN
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W036A
= PERCENTOFPAY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW037C EXPECTED BENEFIT-PCT FINAL PAY-A -3
Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W037A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
ENTER percent of final pay 1-100 percent
Percent:
.................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W037A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W036A
= AMOUNTPERMONTHYEAR THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW038C AMOUNT OF EXPECTED BENEFITS -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W038A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
PROBE if necessary: How much [do/does] [you/he/she] expect to receive?
DO NOT PROBE DK/RF
Amount:
Per:
[IWER: DO NOT PROBE DK/RF]
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJ133C AMT OF EXPECTED BENEFITS-MIN -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[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
.................................................................................
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJ134C AMOUNT OF EXPECTED BENEFITS - MAX -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.J134_
*
.................................................................................
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WJ135C AMOUNT OF EXPECTED BENEFITS - RESULT -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.J135_
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W038A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W038A
<> EMPTY AND
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W038A <>
NONRESPONSE THEN
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W038A
<> 0 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW039C EXPECTED BENEFITS PER -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W039A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
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)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W041A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W036A
<> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW089C ANNUITY BENEFITS DURATION -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W089A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
Will this payment continue as long as [as long as either you or your [you
/husband/wife/partner] live], is it for a fixed time period, or what?
.................................................................................
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W090S
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W089A
= FORAFIXEDTIME THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW091C ANNUITY BENEFITS-UNTIL YR -3
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W091A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W091A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W091A
= EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW092C ANNUITY BENEFITS-UNTIL AGE -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W092A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W092A
IF SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W091A
= EMPTY AND
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W092A =
EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW093C ANNUITY BENEFITS-YEARS -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W093A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
{PREVIOUS ASK}
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B
IF
((SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W041A
= EMPTY AND ((SecA.StartInterview.A009_SelfPrxy* = SLF) OR ((ACTIVELANGUAGE =
EXTENG) OR (ACTIVELANGUAGE = EXTSPN)))) AND ((EXPECTFUTUREBENEFITS IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
OR (RECEIVING IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)))
AND (LEFTTOACCUMULATE IN
SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[i].TYPES.W097B)
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
WJW096C PLAN MONEY SAME AS BENEFITS -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPES.W096A
[[Type of Retirement Plan]/Job [Dates] - [Type of Retirement Plan]]
[You mentioned that you left money in this plan and you expect future benefits
from this plan. Is the money you reported leaving in the plan the same as the
money that will finance your future benefits?/You mentioned that you left money
in this plan and you are currently receiving benefits from this plan. Is the
money you reported leaving in the plan the same as the money financing the
benefits you are drawing from?]
.................................................................................
1. NO, DIFFERENT MONEY
2. YES, THE SAME MONEY
3. YES, PARTLY THE SAME
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1446 Blank. INAP (Inapplicable); Partial Interview; Data Missing
==========================================================================================
WVDATE 2010 DATA MODEL VERSION
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
User Note: This variable identifies which data model was used to interview the
household. Please reference the data description for a summary of changes in
each data model.
.................................................................................
8 1. Version 1
74 2. Version 2
12 3. Version 3
20 4. Version 4
37 5. Version 5
60 6. Version 6
1161 7. Version 7
74 8. Version 8
==========================================================================================
WVERSION 2010 DATA RELEASE VERSION
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
.................................................................................
1446 1. HRS 2010 Exit Final Release
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