==========================================================================================
Section J: PENSION (Pension)
==========================================================================================
HHID HOUSEHOLD IDENTIFICATION NUMBER
Section: J Level: Pension Type: Character Width: 6 Decimals: 0
.................................................................................
37201 000003-959738. Household Identification Number
==========================================================================================
PN RESPONDENT PERSON IDENTIFICATION NUMBER
Section: J Level: Pension Type: Character Width: 3 Decimals: 0
.................................................................................
21003 010. Person Identifier
969 011. Person Identifier
47 012. Person Identifier
1 013. Person Identifier
11923 020. Person Identifier
295 021. Person Identifier
17 022. Person Identifier
1 023. Person Identifier
1016 030. Person Identifier
83 031. Person Identifier
16 032. Person Identifier
1707 040. Person Identifier
112 041. Person Identifier
9 042. Person Identifier
2 043. Person Identifier
==========================================================================================
NSUBHH 2012 SUB HOUSEHOLD IDENTIFICATION NUMBER
Section: J Level: Pension Type: Character Width: 1 Decimals: 0
.................................................................................
34287 0. Original sample household - no split from divorce or
separation of spouses or partners
1464 1. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
1152 2. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
102 5. Split household - one half of couple from SUBHH 1 or 2
13 6. Split household - one half of couple from SUBHH 1 or 2
182 7. Reunited household - respondents from split household
reunite
1 8. Split household - one half of couple from SUBHH 1 or 2
==========================================================================================
MSUBHH 2010 SUB HOUSEHOLD IDENTIFICATION NUMBER
Section: J Level: Pension Type: Character Width: 1 Decimals: 0
.................................................................................
34805 0. Original sample household - no split from divorce or
separation of spouses or partners
1182 1. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
926 2. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
98 5. Split household - one half of couple from SUBHH 1 or 2
11 6. Split household - one half of couple from SUBHH 1 or 2
178 7. Reunited household - respondents from split household
reunite
1 8. Split household - one half of couple from SUBHH 1 or 2
==========================================================================================
NPN_SP 2012 SPOUSE/PARTNER PERSON NUMBER
Section: J Level: Pension Type: Character Width: 3 Decimals: 0
.................................................................................
11176 010. Person Identifier
1086 011. Person Identifier
47 012. Person Identifier
10944 020. Person Identifier
341 021. Person Identifier
14 022. Person Identifier
1 023. Person Identifier
745 030. Person Identifier
69 031. Person Identifier
13 032. Person Identifier
6 033. Person Identifier
1366 040. Person Identifier
113 041. Person Identifier
14 042. Person Identifier
3 043. Person Identifier
63 811. Spouse of Non-Original Respondent
6 812. Spouse of Non-Original Respondent
10 821. Spouse of Non-Original Respondent
1 822. Spouse of Non-Original Respondent
5 831. Spouse of Non-Original Respondent
12 841. Spouse of Non-Original Respondent
4 842. Spouse of Non-Original Respondent
11162 Blank. Single Respondent Household
==========================================================================================
NCSR 2012 WHETHER COVERSHEET RESPONDENT
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
.................................................................................
24747 1. Yes
41 3. 2nd Coverscreen R, answers not retained
12413 5. No
==========================================================================================
NFAMR 2012 WHETHER FAMILY RESPONDENT
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
.................................................................................
23879 1. Family R
26 3. 2nd Family R, answers not retained
13296 5. Non-Family R
==========================================================================================
NFINR 2012 WHETHER FINANCIAL RESPONDENT
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
.................................................................................
25585 1. Financial R
27 3. 2nd Financial R, answers not retained
11589 5. Non-Financial R
==========================================================================================
NJ2JOBNDX JOB TABLE INDEX
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.AskPensionGrid.PensionRow[1].JobIndex
.................................................................................
8622 1-4. Link to Preload Job Table
25677 10. New Job added 2012
2902 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2Z142 PREV WAVE OLD EMPLOYER BEGIN YR -1
Section: J Level: Pension Type: Numeric Width: 4 Decimals: 0
Ref: SecJ2.AskPensionGrid.PensionRow[1].Z142_OldEmpBegYr_V
.................................................................................
13085 1942-2013. Actual Value
91 9998. DK (Don't Know); NA (Not Ascertained)
5 9999. RF (Refused)
24020 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2Z143 PREV WAVE OLD EMPLOYER END YR -1
Section: J Level: Pension Type: Numeric Width: 4 Decimals: 0
Ref: SecJ2.AskPensionGrid.PensionRow[1].Z143_OldEmpEndYr_V
.................................................................................
3761 1954-2013. Actual Value
7 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
33433 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2Z510M PREV WAVE OLD EMPLOYER - STATE - MASKED
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.AskPensionGrid.PensionRow[1].Z510_OldEmpState
.................................................................................
368 1. Northeast Region: New England Division (ME, NH, VT, MA, RI,
CT)
1087 2. Northeast Region: Middle Atlantic Division (NY, NJ, PA)
1480 3. Midwest Region: East North Central Division (OH, IN, IL, MI,
WI)
730 4. Midwest Region: West North Central Division (MN, IA, MO, ND,
SD, NE, KS)
2041 5. South Region: South Atlantic Division (DE, MD, DC, VA, WV,
NC, SC, GA, FL)
549 6. South Region: East South Central Division (KY, TN, AL, MS)
882 7. South Region: West South Central Division (AR, LA, OK, TX)
651 8. West Region: Mountain Division (MT, ID, WY, CO, NM, AZ, UT,
NV)
1295 9. West Region: Pacific Division (WA, OR, CA, AK, HI)
15 11. Foreign Country: Not in a Census Division (includes U.S.
territories)
20 98. DK (Don't Know); NA (Not Ascertained)
2 99. RF (Refused)
28081 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2Z504 RELATED JOB NUMBER -1
Section: J Level: Pension Type: Character Width: 3 Decimals: 0
Ref: SecJ2.AskPensionGrid.PensionRow[1].Z504_JobID
.................................................................................
11527 301-307. Text Job ID Number
25674 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2Z139 PREV WAVE PENSION INDEX -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.AskPensionGrid.PensionRow[1].Z139_PensionNdx_V
.................................................................................
11606 1-7. Link to Preload Pension Table
25595 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2Z505 PENSION NUMBER FOR TRACKING -1
Section: J Level: Pension Type: Character Width: 3 Decimals: 0
Ref: SecJ2.AskPensionGrid.PensionRow[1].Z505_PensionID
.................................................................................
11606 101-107. Pension ID number
25595 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2Z507 PREV WAVE PENSION PLAN TYPE -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.AskPensionGrid.PensionRow[1].Z507_PlanType
.................................................................................
3453 1. 401K PLAN
577 2. DEFINED BENEFIT PLAN
759 3. DEFINED CONTRIBUTION PLAN
594 4. SUPPLEMENTAL RETIREMENT ACCOUNT (SRA)
16 5. 401A PLAN
357 6. 403B PLAN
76 7. 457 PLAN
155 8. THRIFT/SAVINGS PLAN (TSP)
147 9. PROFIT-SHARING PLAN
98 10. EMPLOYEE STOCK OWNERSHIP PLAN (ESOP)
11. MONEY PURCHASE PLAN
1 12. PORTABLE CASH OPTION PLAN
49 13. EMPLOYEE STOCK PURCHASE PLAN (ESPP)
80 14. SEP OR SIMPLE PLAN
26 15. COMBINATION PLAN
12 16. CASH BALANCE PLAN
563 97. OTHER
29 98. DK (Don't Know); NA (Not Ascertained)
751 99. RF (Refused)
29458 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2Z503 JOB TYPE
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.AskPensionGrid.PensionRow[1].Z503_JobStatus
.................................................................................
6188 1. PREVIOUS WAVE JOB
1990 2. OLD JOB
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
29023 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.W400_PensionGridIntro
IF (piRVarsZ076_ReIwR_V = REIWR) OR ((SecJ2.J848_ <> NO) AND (SecJ2.J851_ <>
NO)) THEN
IF (((SecJ2.AskPensionGrid.i = 1) OR PensionRow[i - 1].Z505_PensionID <> EMPTY)
OR (PensionRow[i - 1].W401_AnyOther = YES)) OR ((((SecJ2.AskPensionGrid.i =
(SecJ2.AskPensionGrid.FirstEmptyRow + 1)) AND (PensionRow[i - 1].W401_AnyOther
= NO)) AND (piW415_TotalPreloadPlans > 0)) AND (((piJ849_ = YES) OR (piJ851_ =
YES)) OR ((piW417_SameJobPWandCW = YES) AND (piW416_TotalPWJobPreloadPlans >
0)))) THEN
IF SecJ2.AskPensionGrid.PensionRow[i].Z505_PensionID = EMPTY THEN
IF NOT(((piJ849_ = YES) OR (piJ851_ = YES)) AND (piIndex = 1)) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W401 ANY OTHER PENSIONS
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.AskPensionGrid.PensionRow[1].W401_AnyOther
[Let's talk about the plan(s) on your current job. ENTER '1' to continue/We have
no record that you ever reported a retirement or pension plan, but just so we
are clear -- do you have any pension, retirement or retirement savings plans
from any previous business, employer or union?/Earlier you mentioned that you
are participating in a pension or retirement plan on your current job - Is that
correct?/Since we last talked to you in [R's LAST IW Month, Year/YEAR 2 YEARS
AGO], are you now participating in a new pension or retirement plan offered to
you by your current [employer/business] or union?/Do you have any other pension
plans or accounts (with your current job or union or do you have any (other)
plans) that we have not already mentioned?/Do you have any other pension plans
or accounts that we have not already mentioned?/Do you have any other pension
plans or accounts with your current job or union?]
[Please do not include IRAs that are not sponsored by an employer or
union./(Please do not include IRAs that are not sponsored by an employer or
union.)]
IWER: If R mentions a benefit plan that provides medical, disability, or
"flexible spending" benefits, do not include this as a plan.
IWER: If R asks for clarification, read: We are interested in plans for which
you still have money in an account or from which you expect to claim benefits
and haven't rolled over into an IRA.
IWER: Include only pension plans sponsored by R's own employer, business or
union. For example, do not include plans from a former or deceased spouse.
.................................................................................
4924 1. YES
20490 5. NO
67 8. DK (Don't Know); NA (Not Ascertained)
114 9. RF (Refused)
11606 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.W400_PensionGridIntro
IF (piRVarsZ076_ReIwR_V = REIWR) OR ((SecJ2.J848_ <> NO) AND (SecJ2.J851_ <>
NO)) THEN
IF (((SecJ2.AskPensionGrid.i = 1) OR PensionRow[i - 1].Z505_PensionID <> EMPTY)
OR (PensionRow[i - 1].W401_AnyOther = YES)) OR ((((SecJ2.AskPensionGrid.i =
(SecJ2.AskPensionGrid.FirstEmptyRow + 1)) AND (PensionRow[i - 1].W401_AnyOther
= NO)) AND (piW415_TotalPreloadPlans > 0)) AND (((piJ849_ = YES) OR (piJ851_ =
YES)) OR ((piW417_SameJobPWandCW = YES) AND (piW416_TotalPWJobPreloadPlans >
0)))) THEN
IF NOT(SecJ2.AskPensionGrid.PensionRow[i].Z505_PensionID = EMPTY) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W402 CONFIRM PRELOADED PENSION
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.AskPensionGrid.PensionRow[1].W402_Verify
First plan:
[According to our records, /We'd like to go over plans you have told us about in
previous interviews. According to our records, /First we'd like to go over plans
you have told us about in previous interviews and then we'll talk about any
plans you may have with your current [business/employer]. According to our
records, /First we'd like to go over plans you have told us about in previous
interviews. According to our records, ] you had [information about pension
plan].
Other plans:
[Next, we have that] you had [information about pension plan].
Did you ever have such a plan?
IWER: For this question we are interested in knowing whether our records are
basically correct - that, in fact, R has or had a plan with this employer, even
if it was subsequently terminated, frozen or cashed out, etc. In what follows,
you will be confirming the information in our records and can make any necessary
corrections to employer name, plan name, plan type, and employment dates.
IWER: Choose code '5' only if this plan is completely unknown to R because we
will drop the plan from all follow-up questions.
.................................................................................
8312 1. YES
3235 5. NO, R NEVER HAD THIS PLAN
31 8. DK (Don't Know); NA (Not Ascertained)
14 9. RF (Refused)
25609 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.AskPensionGrid.PensionRow[i].W402_Verify
IF (SecJ2.AskPensionGrid.PensionRow[i].W402_Verify <> RDENIES) AND
SecJ2.AskPensionGrid.PensionRow[i].W402_Verify <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W403 STILL HAVE PLAN NOW
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.AskPensionGrid.PensionRow[1].W403_StillHavePlan
[IWER: Ask or record:]
Do you still have this plan?
IWER: If R isn't sure if still has plan, read: We are interested in plans from
which you expect to claim benefits or plans in which you still have money in an
account that you haven't rolled over into an IRA.
.................................................................................
6337 1. YES
2106 5. NO
23 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
28734 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.AskPensionGrid.PensionRow[i].W403_StillHavePlan
IF (SecJ2.AskPensionGrid.PensionRow[i].W403_StillHavePlan = NO) OR
(SecJ2.AskPensionGrid.PensionRow[i].W403_StillHavePlan = DONTKNOW) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W404M1 PLAN STATUS -1 -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.AskPensionGrid.PensionRow[1].W404_Status[1]
[IWER: Ask or record:]
What happened to this plan -- did you withdraw all of the money, did you combine
it with another plan, did you transfer it to a new employer, did you roll it
over into an IRA, did you lose all your benefits, or what?
IWER: Choose all that apply. Probe for "anything else?"
.................................................................................
669 1. WITHDREW ALL OF THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
125 2. COMBINED IT WITH ANOTHER PLAN
62 3. TRANSFERRED TO NEW EMPLOYER
867 4. ROLLED OVER INTO IRA
155 5. LOST ALL BENEFITS
10 6. FROZEN, OR LOST SOME BENEFITS
30 7. CONVERTED TO OR PURCHASED AN ANNUITY
18 8. RECEIVING BENEFITS NOW
19 9. TOOK OUT/WITHDREW SOME OF THE MONEY
24 10. LEFT MONEY IN THE ACCOUNT
47 95. Duplicate Pension Plan
105 97. OTHER
17 98. DK (Don't Know); NA (Not Ascertained)
9 99. RF (Refused)
35044 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.AskPensionGrid.PensionRow[i].W403_StillHavePlan
IF (SecJ2.AskPensionGrid.PensionRow[i].W403_StillHavePlan = NO) OR
(SecJ2.AskPensionGrid.PensionRow[i].W403_StillHavePlan = DONTKNOW) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W404M2 PLAN STATUS -1 -2
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.AskPensionGrid.PensionRow[1].W404_Status[2]
[IWER: Ask or record:]
What happened to this plan -- did you withdraw all of the money, did you combine
it with another plan, did you transfer it to a new employer, did you roll it
over into an IRA, did you lose all your benefits, or what?
IWER: Choose all that apply. Probe for "anything else?"
.................................................................................
4 1. WITHDREW ALL OF THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
8 2. COMBINED IT WITH ANOTHER PLAN
3. TRANSFERRED TO NEW EMPLOYER
7 4. ROLLED OVER INTO IRA
4 5. LOST ALL BENEFITS
6. FROZEN, OR LOST SOME BENEFITS
4 7. CONVERTED TO OR PURCHASED AN ANNUITY
1 8. RECEIVING BENEFITS NOW
13 9. TOOK OUT/WITHDREW SOME OF THE MONEY
2 10. LEFT MONEY IN THE ACCOUNT
95. Duplicate Pension Plan
17 97. OTHER
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
37141 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.AskPensionGrid.PensionRow[i].W403_StillHavePlan
IF (SecJ2.AskPensionGrid.PensionRow[i].W403_StillHavePlan = NO) OR
(SecJ2.AskPensionGrid.PensionRow[i].W403_StillHavePlan = DONTKNOW) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W404M3 PLAN STATUS -1 -3
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.AskPensionGrid.PensionRow[1].W404_Status[3]
[IWER: Ask or record:]
What happened to this plan -- did you withdraw all of the money, did you combine
it with another plan, did you transfer it to a new employer, did you roll it
over into an IRA, did you lose all your benefits, or what?
IWER: Choose all that apply. Probe for "anything else?"
.................................................................................
1. WITHDREW ALL OF THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
1 2. COMBINED IT WITH ANOTHER PLAN
3. TRANSFERRED TO NEW EMPLOYER
4. ROLLED OVER INTO IRA
1 5. LOST ALL BENEFITS
6. FROZEN, OR LOST SOME BENEFITS
7. CONVERTED TO OR PURCHASED AN ANNUITY
8. RECEIVING BENEFITS NOW
9. TOOK OUT/WITHDREW SOME OF THE MONEY
10. LEFT MONEY IN THE ACCOUNT
95. Duplicate Pension Plan
3 97. OTHER
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
37196 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.AskPensionGrid.PensionRow[i].W403_StillHavePlan
IF (SecJ2.AskPensionGrid.PensionRow[i].W403_StillHavePlan = NO) OR
(SecJ2.AskPensionGrid.PensionRow[i].W403_StillHavePlan = DONTKNOW) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W404M4 PLAN STATUS -1 -4
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.AskPensionGrid.PensionRow[1].W404_Status[4]
[IWER: Ask or record:]
What happened to this plan -- did you withdraw all of the money, did you combine
it with another plan, did you transfer it to a new employer, did you roll it
over into an IRA, did you lose all your benefits, or what?
IWER: Choose all that apply. Probe for "anything else?"
.................................................................................
1. WITHDREW ALL OF THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. COMBINED IT WITH ANOTHER PLAN
3. TRANSFERRED TO NEW EMPLOYER
4. ROLLED OVER INTO IRA
5. LOST ALL BENEFITS
6. FROZEN, OR LOST SOME BENEFITS
7. CONVERTED TO OR PURCHASED AN ANNUITY
8. RECEIVING BENEFITS NOW
9. TOOK OUT/WITHDREW SOME OF THE MONEY
10. LEFT MONEY IN THE ACCOUNT
95. Duplicate Pension Plan
97. OTHER
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
37201 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.W400_PensionGridIntro
IF (piRVarsZ076_ReIwR_V = REIWR) OR ((SecJ2.J848_ <> NO) AND (SecJ2.J851_ <>
NO)) THEN
IF (((SecJ2.AskPensionGrid.i = 1) OR PensionRow[i - 1].Z505_PensionID <> EMPTY)
OR (PensionRow[i - 1].W401_AnyOther = YES)) OR ((((SecJ2.AskPensionGrid.i =
(SecJ2.AskPensionGrid.FirstEmptyRow + 1)) AND (PensionRow[i - 1].W401_AnyOther
= NO)) AND (piW415_TotalPreloadPlans > 0)) AND (((piJ849_ = YES) OR (piJ851_ =
YES)) OR ((piW417_SameJobPWandCW = YES) AND (piW416_TotalPWJobPreloadPlans >
0)))) THEN
IF SecJ2.AskPensionGrid.PensionRow[i].Z505_PensionID = EMPTY THEN
IF SecJ2.AskPensionGrid.PensionRow[i].W401_AnyOther = YES THEN
OR{PREVIOUS ASK} SecJ2.AskPensionGrid.PensionRow[i].W403_StillHavePlan
IF ((SecJ2.AskPensionGrid.PensionRow[i].W403_StillHavePlan <> REFUSAL) AND NOT
(LOSTBENEFITS IN SecJ2.AskPensionGrid.PensionRow[i].W404_Status)) AND
SecJ2.AskPensionGrid.PensionRow[i].W404_Status <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W405 WHO -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.AskPensionGrid.PensionRow[1].PensionRowCommon.W405_TypeProvider
Who [provides this plan - is/provided this plan - was] it a private employer, a
local, state or federal government, your own business, or a union that is
independent of a specific employer?
IWER: If this is a union plan that is only valid with the employer or business,
probe as needed for employer type and use codes 1-3 as appropriate.
.................................................................................
8036 1. PRIVATE EMPLOYER
3761 2. GOVERNMENT EMPLOYER
380 3. R'S OWN BUSINESS
825 4. UNION
429 7. OTHER
107 8. DK (Don't Know); NA (Not Ascertained)
21 9. RF (Refused)
23642 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK}
SecJ2.AskPensionGrid.PensionRow[i].PensionRowCommon.W406_PlanName
IF (((piW404_Status = EMPTY OR (FROZEN IN piW404_Status)) OR (WITHDREWSOMEMONEY
IN piW404_Status)) OR (LEFTMONEY IN piW404_Status)) OR (OTHER IN piW404_Status)
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W407 TYPE -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.AskPensionGrid.PensionRow[1].PensionRowCommon.W407_PlanKind
[IWER: Ask or record:]
[We have this listed as a [401K Plan/Supplemental Retirement Account
(SRA)/Defined Benefit Plan/Defined Contribution Plan/401A Plan/403B Plan/457
Plan/Thrift/Savings Plan (TSP)/Profit-sharing Plan/Employee Stock Ownership Plan
(ESOP)/Money Purchase Plan/Portable Cash Option Plan/Employee Stock Purchase
Plan (ESPP)/SEP or SIMPLE Plan/Combination Plan/Cash Balance Plan/pension plan].
Is that right? If this is not right, ask: / ]
[What kind of plan [is/was] this? [Is/Was] it a 401K, a defined benefit, a
defined contribution, or what?
IWER: If R reports an Individual Retirement Account or IRA, back up to W403 OR
W401 and change response to 5=No.
.................................................................................
3919 1. 401K PLAN
2395 2. DEFINED BENEFIT PLAN
1585 3. DEFINED CONTRIBUTION PLAN
490 4. SUPPLEMENTAL RETIREMENT ACCOUNT (SRA)
25 5. 401A PLAN
438 6. 403B PLAN
96 7. 457 PLAN
171 8. THRIFT/SAVINGS PLAN (TSP)
126 9. PROFIT-SHARING PLAN
103 10. EMPLOYEE STOCK OWNERSHIP PLAN (ESOP)
4 11. MONEY PURCHASE PLAN
2 12. PORTABLE CASH OPTION PLAN
49 13. EMPLOYEE STOCK PURCHASE PLAN (ESPP)
114 14. SEP OR SIMPLE PLAN
65 15. COMBINATION PLAN
16 16. CASH BALANCE PLAN
1167 97. OTHER
1231 98. DK (Don't Know); NA (Not Ascertained)
333 99. RF (Refused)
24872 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2Z200 RPT YR -1
Section: J Level: Pension Type: Numeric Width: 4 Decimals: 0
Ref: SecJ2.AskPensionGrid.PensionRow[1].PensionRowCommon.Z200_YrRptPastPen
.................................................................................
11606 1992-2010. Actual Value
25595 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK}
SecJ2.AskPensionGrid.PensionRow[i].PensionRowCommon.W407_PlanKind
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W408 JOB -1
Section: J Level: Pension Type: Character Width: 3 Decimals: 0
Ref: SecJ2.AskPensionGrid.PensionRow[1].PensionRowCommon.W408_WhichProvider
[IWER: Ask or record:]
[What is the name of the union that provides this plan?/Who did you work for
when you started this pension?/Is [Previous Employer Name] the
[union/business/employer] that provided this plan?]
.................................................................................
11935 301-306. Job Number
1517 911. CURRENT
129 996. SELF EMPLOYMENT
4888 997. NOT ON LIST: SPECIFY
47 998. DK (Don't Know); NA (Not Ascertained)
43 999. RF (Refused)
18642 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK}
SecJ2.AskPensionGrid.PensionRow[i].PensionRowCommon.W408_WhichProvider
IF SecJ2.AskPensionGrid.PensionRow[i].PensionRowCommon.W405_TypeProvider <>
UNION THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W410 BEGIN -1
Section: J Level: Pension Type: Numeric Width: 4 Decimals: 0
Ref: SecJ2.AskPensionGrid.PensionRow[1].PensionRowCommon.W410_YrBegin
[IWER: Ask or record:]
[When did you [first become/start working] [a member of this union/for this
business/for this employer]?/Is [Year begin employment] the year you [first
became/started working] [a member of this union/for this business/for this
employer]?]
.................................................................................
16702 1900-2013. Actual Value
148 9998. DK (Don't Know); NA (Not Ascertained)
25 9999. RF (Refused)
20326 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.AskPensionGrid.PensionRow[i].PensionRowCommon.W410_YrBegin
IF NOT((SecJ2.AskPensionGrid.PensionRow[i].PensionRowCommon.W408_WhichProvider
= CURRENT) OR (((piW417_SameJobPWandCW = YES) AND
SecJ2.AskPensionGrid.PensionRow[i].PensionRowCommon.W408_WhichProvider <>
EMPTY) AND (W408_WhichProvider.ORD = piCurrentEmployer))) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W411 END -1
Section: J Level: Pension Type: Numeric Width: 4 Decimals: 0
Ref: SecJ2.AskPensionGrid.PensionRow[1].PensionRowCommon.W411_YrEnd
[IWER: Ask or record:]
[When did you [stop being/stop working] [a member of this union/for this
business/for this employer]?/Is [Year begin employment] the year you [stopped
being/stopped working] [a member of this union/for this business/for this
employer]?]
IWER: If R is still working for this employer or business, leave blank
IWER: If R is on temporary lay-off and expects to go back, leave blank
.................................................................................
6542 1906-2013. Actual Value
103 9998. DK (Don't Know); NA (Not Ascertained)
21 9999. RF (Refused)
30535 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2W413M ST -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.AskPensionGrid.PensionRow[1].PensionRowCommon.W413_EmpStateHidden
.................................................................................
579 1. Northeast Region: New England Division (ME, NH, VT, MA, RI,
CT)
1799 2. Northeast Region: Middle Atlantic Division (NY, NJ, PA)
2306 3. Midwest Region: East North Central Division (OH, IN, IL, MI,
WI)
1110 4. Midwest Region: West North Central Division (MN, IA, MO, ND,
SD, NE, KS)
3035 5. South Region: South Atlantic Division (DE, MD, DC, VA, WV,
NC, SC, GA, FL)
793 6. South Region: East South Central Division (KY, TN, AL, MS)
1201 7. South Region: West South Central Division (AR, LA, OK, TX)
893 8. West Region: Mountain Division (MT, ID, WY, CO, NM, AZ, UT,
NV)
2031 9. West Region: Pacific Division (WA, OR, CA, AK, HI)
41 11. Foreign Country: Not in a Census Division (includes U.S.
territories)
66 98. DK (Don't Know); NA (Not Ascertained)
19 99. RF (Refused)
23328 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.W400_PensionGridIntro
IF (piRVarsZ076_ReIwR_V = REIWR) OR ((SecJ2.J848_ <> NO) AND (SecJ2.J851_ <>
NO)) THEN
IF ((((AskPensionGrid.PensionRow[i].W402_Verify = CORRECT) AND
(AskPensionGrid.PensionRow[i].W403_StillHavePlan <> REFUSAL)) AND NOT
(LOSTBENEFITS IN AskPensionGrid.PensionRow[i].W404_Status)) AND
AskPensionGrid.PensionRow[i].W404_Status <> NONRESPONSE) OR
(AskPensionGrid.PensionRow[i].W401_AnyOther = YES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W419 FOLLOWUPINTRO -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].W419_
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Now we'd like to talk about your [Insert Plan Name] (plan). [When answering
questions about this plan, please include any plan you combined with or
transferred into it./ ]
IWER: PRESS '1' to continue
.................................................................................
13023 1. CONTINUE
5 8. DK (Don't Know); NA (Not Ascertained)
20 9. RF (Refused)
24153 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].W419_
IF ((piZ503_JobStatus = PWJOB) AND (piW417_SameJobPWandCW = NO)) AND
(piW403_StillHavePlan = YES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W420M1 WHAT HAPPENED TO PW JOB PLAN -1 -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].W420_[1]
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
We'd like to know what has happened to your [Insert Plan Name] (plan) since you
left [[Employer name]/your job]. Are you receiving benefits in the form of
regular payments now, did you leave the money in the account, did you withdraw
all or part of the money, did you roll it over into an IRA, did you convert it
to an annuity, or what?
IWER: Choose all that apply. Probe for "anything else?"
.................................................................................
151 1. RECEIVING REGULAR BENEFITS
197 2. LEFT MONEY IN THE ACCOUNT
10 3. WITHDREW ALL OF THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
12 4. TOOK OUT/WITHDREW SOME OF THE MONEY
33 5. ROLLED OVER INTO IRA
7 6. CONVERTED TO OR PURCHASED AN ANNUITY
15 7. HAVEN'T DONE ANYTHING WITH PLAN/WAITING TO BECOME ELIGIBLE
FOR BENEFITS
2 8. COMBINED IT WITH ANOTHER PLAN
1 9. TRANSFERRED TO NEW EMPLOYER
10. LOST ALL BENEFITS
3 11. FROZEN, OR LOST SOME BENEFITS
11 96. Still working for that employer
5 97. OTHER (SPECIFY)
2 98. DK (Don't Know); NA (Not Ascertained)
7 99. RF (Refused)
36745 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].W419_
IF ((piZ503_JobStatus = PWJOB) AND (piW417_SameJobPWandCW = NO)) AND
(piW403_StillHavePlan = YES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W420M2 WHAT HAPPENED TO PW JOB PLAN -1 -2
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].W420_[2]
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
We'd like to know what has happened to your [Insert Plan Name] (plan) since you
left [[Employer name]/your job]. Are you receiving benefits in the form of
regular payments now, did you leave the money in the account, did you withdraw
all or part of the money, did you roll it over into an IRA, did you convert it
to an annuity, or what?
IWER: Choose all that apply. Probe for "anything else?"
.................................................................................
3 1. RECEIVING REGULAR BENEFITS
5 2. LEFT MONEY IN THE ACCOUNT
1 3. WITHDREW ALL OF THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
5 4. TOOK OUT/WITHDREW SOME OF THE MONEY
3 5. ROLLED OVER INTO IRA
2 6. CONVERTED TO OR PURCHASED AN ANNUITY
7. HAVEN'T DONE ANYTHING WITH PLAN/WAITING TO BECOME ELIGIBLE
FOR BENEFITS
8. COMBINED IT WITH ANOTHER PLAN
9. TRANSFERRED TO NEW EMPLOYER
10. LOST ALL BENEFITS
11. FROZEN, OR LOST SOME BENEFITS
96. Still working for that employer
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
37182 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].W419_
IF ((piZ503_JobStatus = PWJOB) AND (piW417_SameJobPWandCW = NO)) AND
(piW403_StillHavePlan = YES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W420M3 WHAT HAPPENED TO PW JOB PLAN -1 -3
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].W420_[3]
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
We'd like to know what has happened to your [Insert Plan Name] (plan) since you
left [[Employer name]/your job]. Are you receiving benefits in the form of
regular payments now, did you leave the money in the account, did you withdraw
all or part of the money, did you roll it over into an IRA, did you convert it
to an annuity, or what?
IWER: Choose all that apply. Probe for "anything else?"
.................................................................................
1. RECEIVING REGULAR BENEFITS
1 2. LEFT MONEY IN THE ACCOUNT
3. WITHDREW ALL OF THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
4. TOOK OUT/WITHDREW SOME OF THE MONEY
5. ROLLED OVER INTO IRA
6. CONVERTED TO OR PURCHASED AN ANNUITY
7. HAVEN'T DONE ANYTHING WITH PLAN/WAITING TO BECOME ELIGIBLE
FOR BENEFITS
8. COMBINED IT WITH ANOTHER PLAN
9. TRANSFERRED TO NEW EMPLOYER
10. LOST ALL BENEFITS
11. FROZEN, OR LOST SOME BENEFITS
96. Still working for that employer
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
37200 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].W419_
IF ((piZ503_JobStatus = PWJOB) AND (piW417_SameJobPWandCW = NO)) AND
(piW403_StillHavePlan = YES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W420M4 WHAT HAPPENED TO PW JOB PLAN -1 -4
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].W420_[4]
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
We'd like to know what has happened to your [Insert Plan Name] (plan) since you
left [[Employer name]/your job]. Are you receiving benefits in the form of
regular payments now, did you leave the money in the account, did you withdraw
all or part of the money, did you roll it over into an IRA, did you convert it
to an annuity, or what?
IWER: Choose all that apply. Probe for "anything else?"
.................................................................................
1. RECEIVING REGULAR BENEFITS
2. LEFT MONEY IN THE ACCOUNT
3. WITHDREW ALL OF THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
4. TOOK OUT/WITHDREW SOME OF THE MONEY
5. ROLLED OVER INTO IRA
6. CONVERTED TO OR PURCHASED AN ANNUITY
7. HAVEN'T DONE ANYTHING WITH PLAN/WAITING TO BECOME ELIGIBLE
FOR BENEFITS
8. COMBINED IT WITH ANOTHER PLAN
9. TRANSFERRED TO NEW EMPLOYER
10. LOST ALL BENEFITS
11. FROZEN, OR LOST SOME BENEFITS
96. Still working for that employer
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
37201 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].W419_
IF SecJ2.PensionFollowup[i].W420_ <> REFUSAL THEN
IF (SecJ2.PensionFollowup.PLANDISPOSITION.W445_LOSTALLBENEFITS <> YES) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W450_CARDINAL > 1) THEN
IF (SecJ2.PensionFollowup.PLANDISPOSITION.W443_COMBINEDWITHOTHERPLAN = YES) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W444_TRANSFERREDTONEWEMPLOYER = YES)
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W422 PLAN TRANS TO-COMBINED WITH -1
Section: J Level: Pension Type: Character Width: 3 Decimals: 0
Ref: SecJ2.PensionFollowup[1].COMBINEDPLANS.W422_
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
You mentioned (earlier) that you had [combined/transferred] this plan [with some
other plan/to a new employer]. Which plan is that in now?
IWER: If you've just added this plan because it was 'not on list' before, please
select the correct plan now.
.................................................................................
152 101-106. Pension ID Number
4 996. IRA: SPECIFY
21 997. NOT ON LIST
14 998. DK (Don't Know); NA (Not Ascertained)
2 999. RF (Refused)
37008 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].COMBINEDPLANS.W422_
IF SecJ2.PensionFollowup[i].COMBINEDPLANS.W422_ = NOTONLIST THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W424 NOT ON LIST - IS IRA OR FROM EMPLOYER -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].COMBINEDPLANS.W424_
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Is this plan associated with an employer of yours?
.................................................................................
5 1. YES
16 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
37180 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].W419_
IF SecJ2.PensionFollowup[i].W420_ <> REFUSAL THEN
IF (SecJ2.PensionFollowup.PLANDISPOSITION.W445_LOSTALLBENEFITS <> YES) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W450_CARDINAL > 1) THEN
IF (piW401_AnyOther = YES) AND (SecJ2.PensionFollowup.PLANDISPOSITION.W451_DEAD
= NO) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2352 YEARS IN PLAN -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].YEARSINPLAN.J352
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
For how many years altogether [have you been/were you] included in this plan?
IWER: If less than a year, enter '1' year.
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
4702 0 68 18.23 12.11 32278
-----------------------------------------------------------------
194 98. DK (Don't Know); NA (Not Ascertained)
27 99. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].W419_
IF SecJ2.PensionFollowup[i].W420_ <> REFUSAL THEN
IF (SecJ2.PensionFollowup.PLANDISPOSITION.W445_LOSTALLBENEFITS <> YES) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W450_CARDINAL > 1) THEN
IF ((piW401_AnyOther = YES) OR (piW403_StillHavePlan = YES)) AND
(SecJ2.PensionFollowup.PLANDISPOSITION.W451_DEAD = NO) THEN
IF piW452_PensionFromNewJobOrSameJobAsPW = YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2850 GIVEN CHOICE-AUTOMATIC ENROLL -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].PLANTYPE.J850_
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
[(/]In some cases, workers who want to participate in their pension plan have to
sign up for the plan. In other cases, workers are automatically enrolled and if
they don't want to participate they have to withdraw from the plan.[/)]
[Did you have to sign up for your [Insert Plan Name] (plan) or were you
automatically enrolled?/Which [is/was] it with your [Insert Plan Name] (plan)?]
.................................................................................
2488 1. HAVE TO SIGN UP
1984 3. AUTOMATICALLY ENROLLED
100 8. DK (Don't Know); NA (Not Ascertained)
20 9. RF (Refused)
32609 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].W419_
IF SecJ2.PensionFollowup[i].W420_ <> REFUSAL THEN
IF (SecJ2.PensionFollowup.PLANDISPOSITION.W445_LOSTALLBENEFITS <> YES) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W450_CARDINAL > 1) THEN
IF ((piW401_AnyOther = YES) OR (piW403_StillHavePlan = YES)) AND
(SecJ2.PensionFollowup.PLANDISPOSITION.W451_DEAD = NO) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2338 PENSION PLAN TYPE-DB OR DC -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].PLANTYPE.J338A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
[/(]Some pension and retirement plans base benefits on a formula involving age,
years of service and salary, often called a defined benefit plan. Some plans
base benefits on how much money has accumulated in a person's pension or
retirement account, often called a defined contribution plan. Other plans use
both ways of setting benefits.[/)]
[Is this [Insert Plan Name] (plan) a defined benefit formula type or a defined
contribution account type plan?/What type of plan is your [Insert Plan Name]
(plan)?]
IWER: Read as necessary: Defined Contribution plans include 401-K, 403-B, ESOP,
SRA, thrift/savings, stock/profit sharing, and money purchase plans
.................................................................................
4137 1. DEFINED BENEFIT (FORMULA)
4403 2. DEFINED CONTRIBUTION (ACCOUNT)
835 3. BOTH TYPES
1432 8. DK (Don't Know); NA (Not Ascertained)
88 9. RF (Refused)
26306 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2886 PLAN KIND-401K/TYPE-DB/DC CONSISTENCY -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].PLANTYPE.J886_Consistency
*
.................................................................................
1696 1. TYPE A CONSISTENT
3694 2. TYPE B CONSISTENT
3. CASH BALANCE
5507 4. INCONSISTENT
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
26304 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].PLANTYPE.J338A
IF (piZ503_JobStatus = PWJOB) AND (piW417_SameJobPWandCW = YES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2945 PENSION RULES CHANGED -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].PLANTYPE.J945_PensionChgd
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Have the rules that govern your [Insert Plan Name]'s benefits or the age you can
receive them changed [since [Prev Wave IW Month] [Prev Wave IW year]/since [Prev
Wave IW year]/in the last two years]?
.................................................................................
188 1. YES
3024 5. NO
91 8. DK (Don't Know); NA (Not Ascertained)
9 9. RF (Refused)
33889 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].PLANTYPE.J945_PensionChgd
IF SecJ2.PensionFollowup[i].PLANTYPE.J945_PensionChgd = YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W429 HOW PENSION RULES CHANGED -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].PLANTYPE.W429_
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
How have the rules changed - have the contribution levels changed, have the
rules for age or years of service changed, has the benefits formula changed, or
what?
.................................................................................
68 1. CONTRIBUTION LEVELS CHANGED
43 2. REQUIRED AGE OR YEARS OF SERVICE CHANGED
34 3. BENEFITS FORMULA CHANGED
4 4. BENEFITS FROZEN
27 7. OTHER
12 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
37013 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].W419_
IF SecJ2.PensionFollowup[i].W420_ <> REFUSAL THEN
IF (SecJ2.PensionFollowup.PLANDISPOSITION.W445_LOSTALLBENEFITS <> YES) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W450_CARDINAL > 1) THEN
IF ((piW401_AnyOther = YES) OR (piW403_StillHavePlan = YES)) AND
(SecJ2.PensionFollowup.PLANDISPOSITION.W451_DEAD = NO) THEN
IF NOT(((SecJ2.PensionFollowup.PLANTYPE.J338A = TYPEBACCOUNT) OR
(SecJ2.PensionFollowup.PLANTYPE.J338A = BTHAB)) AND (((piW403_StillHavePlan =
YES) OR (SecJ2.PensionFollowup.PLANDISPOSITION.W435_LEFTMONEY = YES)) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W441_NOACTION = YES))) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W425 MONEY IN ACCOUNT -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].W425_
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Does your [Insert Plan Name] (plan) have money in an account in your name?
.................................................................................
4563 1. YES
3367 2. ASSIGNED YES
2323 5. NO
580 8. DK (Don't Know); NA (Not Ascertained)
61 9. RF (Refused)
26307 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].CONTRIBUTIONS.J878
IF SecJ2.PensionFollowup[i].CONTRIBUTIONS.J878 = YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2396 FORM OF EMPLOYER CONTRIBUTION -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].CONTRIBUTIONS.J396A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
How much does your [union/business/employer] currently contribute, as a percent
of your pay, or as an amount of money per month or year?
.................................................................................
1790 1. PERCENT OF PAY
347 2. AMOUNT OF MONEY PER MONTH/YEAR
245 6. [VOL] SAME AS MY CONTRIBUTION
39 7. [VOL] HALF OF MY CONTRIBUTION
368 8. DK (Don't Know); NA (Not Ascertained)
36 9. RF (Refused)
34376 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].CONTRIBUTIONS.J396A
IF (SecJ2.PensionFollowup[i].CONTRIBUTIONS.J396A = PERCENTOFPAY) OR
SecJ2.PensionFollowup[i].CONTRIBUTIONS.J396A = NONRESPONSE THEN
IF NOT(SecJ2.PensionFollowup[i].CONTRIBUTIONS.J396A = DONTKNOW) THEN
IF NOT(SecJ2.PensionFollowup[i].CONTRIBUTIONS.J396A = REFUSAL) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2397 PCT-EMPLOYER CONTRIBUTION -1
Section: J Level: Pension Type: Numeric Width: 3 Decimals: 0
Ref: SecJ2.PensionFollowup[1].CONTRIBUTIONS.J397A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
(What percent of your pay does your employer contribute?)
Employer contribution - Percent
IWER: ENTER percent of pay
IWER: Do not probe DK/RF. [If R responds with a percent of pay greater than 20,
probe: Please tell us the percent of your pay or the dollar amount that your
employer is contributing.]
1-100 percent
PERCENT:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
1457 1 100 7.59 13.61 35007
-----------------------------------------------------------------
685 998. DK (Don't Know); NA (Not Ascertained)
52 999. RF (Refused)
==========================================================================================
NJ2806 EMP CONTRIBUTION LT/GT 5 PCT-MIN -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].CONTRIBUTIONS.J806A
Did it amount to less than ____% , more than ____% , or what?
PROCEDURES: 2Up1DownPercent, 1Up2DownPercent
BREAKPOINTS: 3%, 6%, 9%, 12%
RANDOM ENTRY POINTS: 6%, 9%
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X509
.................................................................................
443 0. Value of Breakpoint
45 3. Value of Breakpoint
82 4. Value of Breakpoint
48 6. Value of Breakpoint
51 7. Value of Breakpoint
15 9. Value of Breakpoint
30 10. Value of Breakpoint
4 12. Value of Breakpoint
19 13. Value of Breakpoint
36464 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2807 EMP CONTRIBUTION LT/GT 5 PCT-MAX -1
Section: J Level: Pension Type: Numeric Width: 8 Decimals: 0
Ref: SecJ2.PensionFollowup[1].CONTRIBUTIONS.J807A
*
.................................................................................
52 2. Value of Breakpoint
45 3. Value of Breakpoint
105 5. Value of Breakpoint
48 6. Value of Breakpoint
66 8. Value of Breakpoint
15 9. Value of Breakpoint
26 11. Value of Breakpoint
4 12. Value of Breakpoint
376 99999996. Greater than Maximum Breakpoint
36464 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2808 EMP CONTRIBUTION LT/GT 5 PCT-RESULT -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].CONTRIBUTIONS.J808A
*
.................................................................................
364 98. DK (Don't Know); NA (Not Ascertained)
43 99. RF (Refused)
36794 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].CONTRIBUTIONS.J396A
IF NOT((SecJ2.PensionFollowup[i].CONTRIBUTIONS.J396A = PERCENTOFPAY) OR
SecJ2.PensionFollowup[i].CONTRIBUTIONS.J396A = NONRESPONSE) THEN
IF SecJ2.PensionFollowup[i].CONTRIBUTIONS.J396A = AMTOFMONEY_MONTH_YEAR THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2398 AMT-EMPLOYER CONTRIBUTION -1
Section: J Level: Pension Type: Numeric Width: 8 Decimals: 0
Ref: SecJ2.PensionFollowup[1].CONTRIBUTIONS.J398A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Employer contribution - Amount
IWER: ENTER employer contributed amount
IWER: Do not probe DK/RF
Amount:
Per:
.................................................................................
241 0-500000. Actual Value
101 99999998. DK (Don't Know); NA (Not Ascertained)
5 99999999. RF (Refused)
36854 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2399 AMT EMPLOYER CONTRIBUTION - MIN -1
Section: J Level: Pension Type: Numeric Width: 5 Decimals: 0
Ref: SecJ2.PensionFollowup[1].CONTRIBUTIONS.J399_
Does it amount to less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $1,500, $5,000, $10,000, $30,000
RANDOM ENTRY POINTS: $5,000, $10,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X510
ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND
.................................................................................
51 0. Value of Breakpoint
5 1500. Value of Breakpoint
19 1501. Value of Breakpoint
6 5000. Value of Breakpoint
8 5001. Value of Breakpoint
3 10000. Value of Breakpoint
8 10001. Value of Breakpoint
2 30000. Value of Breakpoint
2 30001. Value of Breakpoint
37097 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2400 AMT EMPLOYER CONTRIBUTION - MAX -1
Section: J Level: Pension Type: Numeric Width: 8 Decimals: 0
Ref: SecJ2.PensionFollowup[1].CONTRIBUTIONS.J400_
*
.................................................................................
25 1499. Value of Breakpoint
5 1500. Value of Breakpoint
21 4999. Value of Breakpoint
6 5000. Value of Breakpoint
7 9999. Value of Breakpoint
3 10000. Value of Breakpoint
6 29999. Value of Breakpoint
2 30000. Value of Breakpoint
29 99999996. Greater than Maximum Breakpoint
37097 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2401 AMT EMPLOYER CONTRIBUTION - RESULT -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].CONTRIBUTIONS.J401_
*
.................................................................................
2 97. Data Not Available
23 98. DK (Don't Know); NA (Not Ascertained)
7 99. RF (Refused)
37169 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].CONTRIBUTIONS.J398A
IF SecJ2.PensionFollowup[i].CONTRIBUTIONS.J398A <> EMPTY AND
SecJ2.PensionFollowup[i].CONTRIBUTIONS.J398A <> NONRESPONSE THEN
IF SecJ2.PensionFollowup[i].CONTRIBUTIONS.J398A <> 0 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2402 AMT EMPLOYER CONTRIBUTION - PER -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].CONTRIBUTIONS.J402A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Employer contribution - Amount
( IWER: ENTER employer contributed amount)
IWER: PROBE if necessary: Is that per hour, week, every two weeks, per month or
per year?
Amount: [Amount given in J398a]
Per:
.................................................................................
1 1. HOUR
10 2. WEEK
19 3. EVERY TWO WEEKS/BI-WEEKLY
96 4. MONTH
2 5. TWICE A MONTH
110 6. YEAR
1 7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
36962 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].CONTRIBUTIONS.J881_
IF SecJ2.PensionFollowup[i].CONTRIBUTIONS.J881_ = YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2404 FORM OF OWN CONTRIBUTION -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].CONTRIBUTIONS.J404A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
How much do you currently contribute to this plan, either as a percent of your
pay or as an amount of money per month or year?
IWER: Include contributions through salary deductions, union dues or other
sources
.................................................................................
1833 1. PERCENT OF PAY
906 2. AMOUNT OF MONEY PER MONTH/YEAR
96 8. DK (Don't Know); NA (Not Ascertained)
54 9. RF (Refused)
34312 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASSIGN: J405A := DONTKNOW
IF J404A = DONTKNOW THEN
ASSIGN: J405A := REFUSAL
IF J404A = REFUSAL THEN
{PREVIOUS ASK} SecJ2.PensionFollowup[i].CONTRIBUTIONS.J404A
IF (SecJ2.PensionFollowup[i].CONTRIBUTIONS.J404A = PERCENTOFPAY) OR
SecJ2.PensionFollowup[i].CONTRIBUTIONS.J404A = NONRESPONSE THEN
IF NOT(SecJ2.PensionFollowup[i].CONTRIBUTIONS.J404A = DONTKNOW) THEN
IF NOT(SecJ2.PensionFollowup[i].CONTRIBUTIONS.J404A = REFUSAL) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2405 PCT-OWN CONTRIBUTION -1
Section: J Level: Pension Type: Numeric Width: 3 Decimals: 0
Ref: SecJ2.PensionFollowup[1].CONTRIBUTIONS.J405A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
(What percent of your pay do you contribute?)
R Contribution - Percent
IWER: ENTER percent of pay
IWER: Do not probe DK/RF
1-100 percent
Percent:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
1635 1 100 8.20 8.07 35218
-----------------------------------------------------------------
275 998. DK (Don't Know); NA (Not Ascertained)
73 999. RF (Refused)
==========================================================================================
NJ2809 PCT-OWN CONTRIBUTION - MIN -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].CONTRIBUTIONS.J809A
Did it amount to less than ____% , more than ____% , or what?
PROCEDURES: 2Up1DownPercent, 1Up2DownPercent
BREAKPOINTS: 3%, 6%, 9%, 12%
RANDOM ENTRY POINTS: 6, 9%
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X509
.................................................................................
206 0. Value of Breakpoint
14 3. Value of Breakpoint
30 4. Value of Breakpoint
24 6. Value of Breakpoint
41 7. Value of Breakpoint
12 9. Value of Breakpoint
11 10. Value of Breakpoint
2 12. Value of Breakpoint
8 13. Value of Breakpoint
36853 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2810 PCT-OWN CONTRIBUTION - MAX -1
Section: J Level: Pension Type: Numeric Width: 8 Decimals: 0
Ref: SecJ2.PensionFollowup[1].CONTRIBUTIONS.J810A
*
.................................................................................
17 2. Value of Breakpoint
14 3. Value of Breakpoint
37 5. Value of Breakpoint
24 6. Value of Breakpoint
45 8. Value of Breakpoint
12 9. Value of Breakpoint
8 11. Value of Breakpoint
2 12. Value of Breakpoint
189 99999996. Greater than Maximum Breakpoint
36853 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2811 PCT-OWN CONTRIBUTION - RESULT -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].CONTRIBUTIONS.J811A
*
.................................................................................
133 98. DK (Don't Know); NA (Not Ascertained)
64 99. RF (Refused)
37004 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].CONTRIBUTIONS.J404A
IF SecJ2.PensionFollowup[i].CONTRIBUTIONS.J404A = AMTOFMONEY_MONTH_YEAR THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2406 AMT-OWN CONTRIBUTION -1
Section: J Level: Pension Type: Numeric Width: 8 Decimals: 0
Ref: SecJ2.PensionFollowup[1].CONTRIBUTIONS.J406A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
R Contribution - Amount
How much do you contribute?
IWER: Do not probe DK/RF
Amount:
Per:
.................................................................................
844 0-500000. Actual Value
45 99999998. DK (Don't Know); NA (Not Ascertained)
17 99999999. RF (Refused)
36295 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2407 AMT-OWN CONTRIBUTION - MIN -1
Section: J Level: Pension Type: Numeric Width: 5 Decimals: 0
Ref: SecJ2.PensionFollowup[1].CONTRIBUTIONS.J407_
Does it amount to less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $750, $2,000, $5,000, $10,000
RANDOM ENTRY POINTS: $2,000, $5,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X502
.................................................................................
28 0. Value of Breakpoint
1 750. Value of Breakpoint
10 751. Value of Breakpoint
1 2000. Value of Breakpoint
8 2001. Value of Breakpoint
4 5000. Value of Breakpoint
6 5001. Value of Breakpoint
1 10000. Value of Breakpoint
3 10001. Value of Breakpoint
37139 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2408 AMT-OWN CONTRIBUTION - MAX -1
Section: J Level: Pension Type: Numeric Width: 8 Decimals: 0
Ref: SecJ2.PensionFollowup[1].CONTRIBUTIONS.J408_
*
.................................................................................
5 749. Value of Breakpoint
1 750. Value of Breakpoint
11 1999. Value of Breakpoint
1 2000. Value of Breakpoint
9 4999. Value of Breakpoint
4 5000. Value of Breakpoint
3 9999. Value of Breakpoint
1 10000. Value of Breakpoint
27 99999996. Greater than Maximum Breakpoint
37139 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2409 AMT-OWN CONTRIBUTION - RESULT -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].CONTRIBUTIONS.J409_
*
.................................................................................
18 98. DK (Don't Know); NA (Not Ascertained)
9 99. RF (Refused)
37174 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].CONTRIBUTIONS.J406A
IF SecJ2.PensionFollowup[i].CONTRIBUTIONS.J406A <> EMPTY AND
SecJ2.PensionFollowup[i].CONTRIBUTIONS.J406A <> NONRESPONSE THEN
IF SecJ2.PensionFollowup[i].CONTRIBUTIONS.J406A <> 0 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2410 AMT-OWN CONTRIBUTION - PER -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].CONTRIBUTIONS.J410A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
R Contribution - Amount
IWER: PROBE if necessary: Is that per hour, week, every two weeks, per month,
per year, or what?
Amount: [Amount given in J406a]
Per:
.................................................................................
2 1. HOUR
67 2. WEEK
123 3. EVERY TWO WEEKS/BI-WEEKLY
478 4. MONTH
3 5. TWICE A MONTH
164 6. YEAR
1 7. OTHER (SPECIFY)
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
36362 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].CONTRIBUTIONS.J881_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2878 FORM OF EMPLOYER CONTRIBUTION -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].CONTRIBUTIONS.J878
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Does your [union/business/employer] make any contributions to your [Insert Plan
Name] (plan)?
.................................................................................
2825 1. YES
1159 5. NO
63 8. DK (Don't Know); NA (Not Ascertained)
12 9. RF (Refused)
33142 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].W419_
IF SecJ2.PensionFollowup[i].W420_ <> REFUSAL THEN
IF (SecJ2.PensionFollowup.PLANDISPOSITION.W445_LOSTALLBENEFITS <> YES) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W450_CARDINAL > 1) THEN
IF ((piW401_AnyOther = YES) OR (piW403_StillHavePlan = YES)) AND
(SecJ2.PensionFollowup.PLANDISPOSITION.W451_DEAD = NO) THEN
IF (SecJ2.PensionFollowup[i].W425_ = YES) OR (SecJ2.PensionFollowup[i].W425_ =
ASSIGNEDYES) THEN
IF SecJ2.PensionFollowup.ACCOUNTBALANCES.W455A <> CONTINUE THEN
IF SecJ2.PensionFollowup[i].W452_PensionFromNewJobOrSameJobAsPW = YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2881 R CONTRIBUTE TO PLAN -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].CONTRIBUTIONS.J881_
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Do you make any contributions toward your [Insert Plan Name] (plan)?
.................................................................................
2889 1. YES
1150 5. NO
17 8. DK (Don't Know); NA (Not Ascertained)
3 9. RF (Refused)
33142 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].CONTRIBUTIONS.J878
IF (SecJ2.PensionFollowup[i].CONTRIBUTIONS.J878 <> YES) OR
(SecJ2.PensionFollowup[i].CONTRIBUTIONS.J881_ <> YES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2938 EMPLOYER CONTRIBUTE IF R CONTRIBUTE -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].CONTRIBUTIONS.J938_
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
[If you increased your contribution,/If you were to start to contribute and
contributed a sufficient amount,] would your [union/business/employer] begin
contributing to this plan?
.................................................................................
316 1. YES
1407 5. NO
181 8. DK (Don't Know); NA (Not Ascertained)
21 9. RF (Refused)
35276 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].W419_
IF SecJ2.PensionFollowup[i].W420_ <> REFUSAL THEN
IF (SecJ2.PensionFollowup.PLANDISPOSITION.W445_LOSTALLBENEFITS <> YES) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W450_CARDINAL > 1) THEN
IF ((piW401_AnyOther = YES) OR (piW403_StillHavePlan = YES)) AND
(SecJ2.PensionFollowup.PLANDISPOSITION.W451_DEAD = NO) THEN
IF (SecJ2.PensionFollowup[i].W425_ = YES) OR (SecJ2.PensionFollowup[i].W425_ =
ASSIGNEDYES) THEN
IF SecJ2.PensionFollowup.ACCOUNTBALANCES.W455A <> CONTINUE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2812 PCT INVESTED- IN STOCKS -1
Section: J Level: Pension Type: Numeric Width: 3 Decimals: 0
Ref: SecJ2.PensionFollowup[1].INVESTMENTCHOICES.J812A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
About what percent of this account balance is in stocks or stock mutual funds?
IWER: Do not probe DK/RF
1-100 percent
Percent:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
4880 0 100 52.56 42.54 29302
-----------------------------------------------------------------
2892 998. DK (Don't Know); NA (Not Ascertained)
127 999. RF (Refused)
==========================================================================================
NJ2813 PCT INVESTED- IN STOCKS-MIN -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].INVESTMENTCHOICES.J813A
Did it amount to less than ____% , more than ____% , or what?
PROCEDURES: 2Up1DownPercent, 1Up2DownPercent
BREAKPOINTS: 20%, 40%, 60%, 80%
RANDOM ENTRY POINTS: 40%, 60%
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X501
.................................................................................
2293 0. Value of Breakpoint
59 20. Value of Breakpoint
165 21. Value of Breakpoint
93 40. Value of Breakpoint
175 41. Value of Breakpoint
57 60. Value of Breakpoint
95 61. Value of Breakpoint
13 80. Value of Breakpoint
69 81. Value of Breakpoint
34182 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2814 PCT INVESTED- IN STOCKS-MAX -1
Section: J Level: Pension Type: Numeric Width: 8 Decimals: 0
Ref: SecJ2.PensionFollowup[1].INVESTMENTCHOICES.J814A
*
.................................................................................
168 19. Value of Breakpoint
59 20. Value of Breakpoint
203 39. Value of Breakpoint
93 40. Value of Breakpoint
177 59. Value of Breakpoint
57 60. Value of Breakpoint
83 79. Value of Breakpoint
13 80. Value of Breakpoint
2166 99999996. Greater than Maximum Breakpoint
34182 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2815 PCT INVESTED- IN STOCKS-RESULT -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].INVESTMENTCHOICES.J815A
*
.................................................................................
2037 98. DK (Don't Know); NA (Not Ascertained)
131 99. RF (Refused)
35033 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].INVESTMENTCHOICES.J417A
IF SecJ2.PensionFollowup[i].INVESTMENTCHOICES.J417A = YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2939 ABLE TO CHOOSE ALL OR SOME OPTIONS -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].INVESTMENTCHOICES.J939_
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Are you able to choose how all of the money in this plan is invested, some of
it, or a little of it?
.................................................................................
3543 1. ALL
526 2. SOME
119 3. A LITTLE
10 6. I CAN CONTROL MY SHARE, BUT NOT MY EMPLOYER'S (VOL)
67 8. DK (Don't Know); NA (Not Ascertained)
2 9. RF (Refused)
32934 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].INVESTMENTCHOICES.J812A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2417 ABLE TO CHOOSE INVESTMENT OPTIONS -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].INVESTMENTCHOICES.J417A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Are you able to choose how any of the money in your [Insert Plan Name] (plan) is
invested?
.................................................................................
4267 1. YES
5 3. ONLY OWN SHARE
3392 5. NO
203 8. DK (Don't Know); NA (Not Ascertained)
33 9. RF (Refused)
29301 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].INVESTMENTCHOICES.J417A
IF (SecJ2.PensionFollowup.INVESTMENTCHOICES.piW408_WhichProvider <> 11) AND
((SecJ2.PensionFollowup[i].INVESTMENTCHOICES.J417A = YES) OR
(SecJ2.PensionFollowup[i].INVESTMENTCHOICES.J417A = ONLYOWNSHARE)) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2660 CHANGED ALLOCATIONS -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].INVESTMENTCHOICES.J660_
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Have you changed the way your balance is invested [since [Prev IW Month Prev IW
Year /since [Prev IW Year])/in the last two years]?
.................................................................................
772 1. YES
2691 5. NO
21 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
33716 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].INVESTMENTCHOICES.J660_
IF SecJ2.PensionFollowup[i].INVESTMENTCHOICES.J660_ <> NONRESPONSE THEN
IF SecJ2.PensionFollowup[i].INVESTMENTCHOICES.J660_ <> YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2661 EVER CHANGED ALLOCATIONS -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].INVESTMENTCHOICES.J661_
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Have you ever changed how your balance is invested?
.................................................................................
848 1. YES
1777 5. NO
66 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
34510 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].INVESTMENTCHOICES.J660_
IF SecJ2.PensionFollowup[i].INVESTMENTCHOICES.J660_ <> NONRESPONSE THEN
IF (SecJ2.PensionFollowup[i].INVESTMENTCHOICES.J661_ = YES) OR
(SecJ2.PensionFollowup[i].INVESTMENTCHOICES.J660_ = YES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2662 HOW CHANGED ALLOCATIONS -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].INVESTMENTCHOICES.J662_
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
How have you changed the allocation?
Have you changed it to more stocks or stock mutual funds, less stocks, or what?
.................................................................................
471 1. MORE STOCKS
817 3. LESS STOCKS
215 7. OTHER(SPECIFY)
103 8. DK (Don't Know); NA (Not Ascertained)
17 9. RF (Refused)
35578 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].INVESTMENTCHOICES.J417A
IF (SecJ2.PensionFollowup[i].INVESTMENTCHOICES.J812A > 0) AND NOT
(piW405_TypeProvider IN [GOVERNMENT, UNION, OWNBUSINESS]) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2664 MONEY INVESTED IN COMPANY STOCK -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].INVESTMENTCHOICES.J664_
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Is any money in this account invested in [union/business/employer]'s stock?
.................................................................................
621 1. YES
1854 5. NO
44 7. NOT APPLICABLE (E.G., NON-PROFIT)
65 8. DK (Don't Know); NA (Not Ascertained)
2 9. RF (Refused)
34615 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].INVESTMENTCHOICES.J664_
IF SecJ2.PensionFollowup[i].INVESTMENTCHOICES.J664_ = YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2816 PCT INVESTED-COMPANY STOCKS -1
Section: J Level: Pension Type: Numeric Width: 3 Decimals: 0
Ref: SecJ2.PensionFollowup[1].INVESTMENTCHOICES.J816A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
About what percent of the total funds in this account is in this employer's
stock?
IWER: Do not probe DK/RF
1-100 percent
Percent:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
551 0 100 41.21 36.61 36580
-----------------------------------------------------------------
69 998. DK (Don't Know); NA (Not Ascertained)
1 999. RF (Refused)
==========================================================================================
NJ2817 PCT INVESTED-COMPANY STOCKS--MIN -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].INVESTMENTCHOICES.J817A
Did it amount to less than ____% , more than ____% , or what?
PROCEDURES: 2Up1DownPercent, 1Up2DownPercent
BREAKPOINTS: 20%, 40%, 60%, 80%
RANDOM ENTRY POINTS: 40%, 60%
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X501
ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND
.................................................................................
43 0. Value of Breakpoint
6 20. Value of Breakpoint
11 21. Value of Breakpoint
3 40. Value of Breakpoint
4 41. Value of Breakpoint
1 60. Value of Breakpoint
2 61. Value of Breakpoint
37131 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2818 PCT INVESTED-COMPANY STOCKS-MAX -1
Section: J Level: Pension Type: Numeric Width: 8 Decimals: 0
Ref: SecJ2.PensionFollowup[1].INVESTMENTCHOICES.J818A
*
.................................................................................
13 19. Value of Breakpoint
6 20. Value of Breakpoint
15 39. Value of Breakpoint
3 40. Value of Breakpoint
5 59. Value of Breakpoint
1 60. Value of Breakpoint
1 79. Value of Breakpoint
26 99999996. Greater than Maximum Breakpoint
37131 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2819 PCT INVESTED-COMPANY STOCKS-RESULT -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].INVESTMENTCHOICES.J819A
*
.................................................................................
30 98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
37170 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].W419_
IF SecJ2.PensionFollowup[i].W420_ <> REFUSAL THEN
IF (SecJ2.PensionFollowup.PLANDISPOSITION.W445_LOSTALLBENEFITS <> YES) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W450_CARDINAL > 1) THEN
IF SecJ2.PensionFollowup.ACCOUNTBALANCES.W455A <> CONTINUE THEN
IF NOT((SecJ2.PensionFollowup[i].W426_ = EMPTY OR
(SecJ2.PensionFollowup[i].W426_ = ASSIGNEDYES)) AND
((SecJ2.PensionFollowup.PLANDISPOSITION.W434_RECEIVING = YES) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W440_CONVERTTOANNUITY = YES))) THEN
IF SecJ2.PensionFollowup.PLANDISPOSITION.W451_DEAD = NO THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W426 RECEIVING BENEFITS -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].W426_
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Are you currently receiving benefits or other regular payments from your [Insert
Plan Name] (plan)?
.................................................................................
3643 1. YES
209 2. ASSIGNED YES
7264 5. NO
59 8. DK (Don't Know); NA (Not Ascertained)
68 9. RF (Refused)
25958 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].W419_
IF SecJ2.PensionFollowup[i].W420_ <> REFUSAL THEN
IF (SecJ2.PensionFollowup.PLANDISPOSITION.W445_LOSTALLBENEFITS <> YES) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W450_CARDINAL > 1) THEN
IF ((piW401_AnyOther = YES) OR (piW403_StillHavePlan = YES)) AND
(SecJ2.PensionFollowup.PLANDISPOSITION.W451_DEAD = NO) THEN
IF (SecJ2.PensionFollowup[i].W425_ = YES) OR (SecJ2.PensionFollowup[i].W425_ =
ASSIGNEDYES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W009 AMOUNT IN PENSION NOW -1
Section: J Level: Pension Type: Numeric Width: 8 Decimals: 0
Ref: SecJ2.PensionFollowup[1].ACCOUNTBALANCES.W009A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
How much is in the [Insert Plan Name] account now?
IWER: If R mentions having loans against the account, include these in the total
IWER: If R no longer has an account or has no money left in it, enter 0
IWER: Do not probe DK/RF
Amount:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
4442 0 10000000 120402.44 352977.15 29270
-----------------------------------------------------------------
3020 99999998. DK (Don't Know); NA (Not Ascertained)
469 99999999. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].ACCOUNTBALANCES.W009A
IF SecJ2.PensionFollowup[i].ACCOUNTBALANCES.W009A <> NONRESPONSE THEN
IF (piW425_ = ASSIGNEDYES) AND (SecJ2.PensionFollowup[i].ACCOUNTBALANCES.W009A
= 0) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W455 ZERO AMOUNT IN PENSION NOW -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].ACCOUNTBALANCES.W455A
IWER: R previously indicated having an account type plan, but in the immediately
prior question entered 0 as the amount in the account. If this is correct, IWER:
Enter 1 to continue. If not, back up and correct the amount.
.................................................................................
33 1. CONTINUE
37168 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2W010 AMOUNT IN PENSION NOW - MIN -1
Section: J Level: Pension Type: Numeric Width: 6 Decimals: 0
Ref: SecJ2.PensionFollowup[1].ACCOUNTBALANCES.W010A
Did it amount to less than ____% , more than ____% , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $10000, $20000, $50000, $150000
RANDOM ENTRY POINTS: $20000, $50000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X504
ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND
.................................................................................
1684 0. Value of Breakpoint
66 10000. Value of Breakpoint
246 10001. Value of Breakpoint
70 20000. Value of Breakpoint
506 20001. Value of Breakpoint
73 50000. Value of Breakpoint
487 50001. Value of Breakpoint
29 150000. Value of Breakpoint
316 150001. Value of Breakpoint
33724 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2W011 AMOUNT IN PENSION NOW - MAX -1
Section: J Level: Pension Type: Numeric Width: 8 Decimals: 0
Ref: SecJ2.PensionFollowup[1].ACCOUNTBALANCES.W011A
*
.................................................................................
364 9999. Value of Breakpoint
66 10000. Value of Breakpoint
299 19999. Value of Breakpoint
70 20000. Value of Breakpoint
489 49999. Value of Breakpoint
73 50000. Value of Breakpoint
378 149999. Value of Breakpoint
29 150000. Value of Breakpoint
1709 99999996. Greater than Maximum Breakpoint
33724 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2W012 AMOUNT IN PENSION NOW - RESULT -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].ACCOUNTBALANCES.W012A
*
.................................................................................
13 97. Data Not Available
1157 98. DK (Don't Know); NA (Not Ascertained)
355 99. RF (Refused)
35676 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].ACCOUNTBALANCES.W009A
IF SecJ2.PensionFollowup[i].ACCOUNTBALANCES.W455A <> CONTINUE THEN
IF (piZ503_JobStatus = PWJOB) AND (piW417_SameJobPWandCW = NO) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W002 AMOUNT IN PENSION WHEN LEFT -1
Section: J Level: Pension Type: Numeric Width: 8 Decimals: 0
Ref: SecJ2.PensionFollowup[1].ACCOUNTBALANCES.W002A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
[For the part of your pension where money is accumulated in an account, how/How]
much money was in your account when you left that [union/business/employer]?
IWER: Do not probe DK/RF
Amount:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
164 0 1600000 102201.96 204442.27 36929
-----------------------------------------------------------------
31 99999996. Still working for this employer
60 99999998. DK (Don't Know); NA (Not Ascertained)
17 99999999. RF (Refused)
==========================================================================================
NJ2W003 AMOUNT IN PENSION WHEN LEFT - MIN -1
Section: J Level: Pension Type: Numeric Width: 6 Decimals: 0
Ref: SecJ2.PensionFollowup[1].ACCOUNTBALANCES.W003A
Does it amount to 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
.................................................................................
49 0. Value of Breakpoint
1 5000. Value of Breakpoint
4 5001. Value of Breakpoint
3 20000. Value of Breakpoint
7 20001. Value of Breakpoint
3 50000. Value of Breakpoint
5 50001. Value of Breakpoint
7 150001. Value of Breakpoint
37122 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2W004 AMOUNT IN PENSION WHEN LEFT - MAX -1
Section: J Level: Pension Type: Numeric Width: 8 Decimals: 0
Ref: SecJ2.PensionFollowup[1].ACCOUNTBALANCES.W004A
*
.................................................................................
4 4999. Value of Breakpoint
1 5000. Value of Breakpoint
6 19999. Value of Breakpoint
3 20000. Value of Breakpoint
10 49999. Value of Breakpoint
3 50000. Value of Breakpoint
4 149999. Value of Breakpoint
48 99999996. Greater than Maximum Breakpoint
37122 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2W005 AMOUNT IN PENSION WHEN LEFT - RESULT -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].ACCOUNTBALANCES.W005A
*
.................................................................................
1 97. Data Not Available
29 98. DK (Don't Know); NA (Not Ascertained)
18 99. RF (Refused)
37153 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].ACCOUNTBALANCES.W002A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2801 RECEIVE QUARTERLY REPORT -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].ACCOUNTBALANCES.J801A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Do you receive a quarterly report indicating how much money is in your account?
.................................................................................
186 1. YES
78 5. NO
8 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
36929 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].ACCOUNTBALANCES.W009A
IF SecJ2.PensionFollowup[i].ACCOUNTBALANCES.W455A <> CONTINUE THEN
IF piW452_PensionFromNewJobOrSameJobAsPW = YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W431 ALLOWED TO BORROW FROM ACCOUNT -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].ACCOUNTBALANCES.W431_
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Can you borrow against the account?
.................................................................................
2245 1. YES
1487 5. NO
317 8. DK (Don't Know); NA (Not Ascertained)
10 9. RF (Refused)
33142 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].ACCOUNTBALANCES.W431_
IF SecJ2.PensionFollowup[i].ACCOUNTBALANCES.W431_ = YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W432 HAVE LOAN AGAINST ACCOUNT NOW -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].ACCOUNTBALANCES.W432_
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Do you currently have a loan against the account?
.................................................................................
425 1. YES
1816 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
3 9. RF (Refused)
34956 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].ACCOUNTBALANCES.W432_
IF SecJ2.PensionFollowup[i].ACCOUNTBALANCES.W432_ = YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W433 AMOUNT OF LOAN BALANCE -1
Section: J Level: Pension Type: Numeric Width: 6 Decimals: 0
Ref: SecJ2.PensionFollowup[1].ACCOUNTBALANCES.W433_
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
What is the amount of the loan balance?
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
393 50 50000 8415.21 9154.57 36776
-----------------------------------------------------------------
19 999998. DK (Don't Know); NA (Not Ascertained)
13 999999. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].W419_
IF SecJ2.PensionFollowup[i].W420_ <> REFUSAL THEN
IF (SecJ2.PensionFollowup.PLANDISPOSITION.W445_LOSTALLBENEFITS <> YES) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W450_CARDINAL > 1) THEN
IF SecJ2.PensionFollowup.ACCOUNTBALANCES.W455A <> CONTINUE THEN
IF SecJ2.PensionFollowup[i].W426_ IN [YES, ASSIGNEDYES] THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W065 ALLOWED LUMP SUM PAYMENT -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].RECEIVINGBENEFITS.W065A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Could you have taken the benefits as a one time payment?
.................................................................................
1152 1. YES
2516 5. NO
180 8. DK (Don't Know); NA (Not Ascertained)
4 9. RF (Refused)
33349 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].RECEIVINGBENEFITS.W065A
IF SecJ2.PensionFollowup.PLANDISPOSITION.W440_CONVERTTOANNUITY = YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W013 AMOUNT CONVERTED TO ANNUITY -1
Section: J Level: Pension Type: Numeric Width: 8 Decimals: 0
Ref: SecJ2.PensionFollowup[1].RECEIVINGBENEFITS.W013A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
How much did you convert to an annuity?
Amount:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
25 24000 2000000 270840.00 491717.60 37165
-----------------------------------------------------------------
7 99999998. DK (Don't Know); NA (Not Ascertained)
4 99999999. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].RECEIVINGBENEFITS.W013A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W108 STARTED RECEIVING ANNUITY -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].RECEIVINGBENEFITS.W108A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Have you started receiving benefits from this annuity?
.................................................................................
13 1. YES
19 5. NO
4 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
37165 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].RECEIVINGBENEFITS.W065A
IF (SecJ2.PensionFollowup.PLANDISPOSITION.W434_RECEIVING = YES) OR
(SecJ2.PensionFollowup[i].RECEIVINGBENEFITS.W108A = YES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W014 AGE WHEN BENEFITS STARTED -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].RECEIVINGBENEFITS.W014A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
[You (also) mentioned that you were receiving regular benefits.]
How old were you when you started receiving benefits?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months
50-80 Age
.................................................................................
3739 20-82. Actual Value
80 98. DK (Don't Know); NA (Not Ascertained)
9 99. RF (Refused)
33373 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].RECEIVINGBENEFITS.W014A
IF SecJ2.PensionFollowup[i].RECEIVINGBENEFITS.W014A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W086 AGE WHEN BENEFITS STARTED MONTHS -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].RECEIVINGBENEFITS.W086A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
IWER: If R reports AGE and months, enter number of months
IWER: If R did not mention months, press [ENTER] to continue
.................................................................................
155 1-11. Actual Value
1 98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
37044 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].RECEIVINGBENEFITS.W014A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W015 AMOUNT OF BENEFITS -1
Section: J Level: Pension Type: Numeric Width: 7 Decimals: 0
Ref: SecJ2.PensionFollowup[1].RECEIVINGBENEFITS.W015A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
How much are the benefits per month or year?
IWER: If benefits have not yet started, record what benefits will be
Amount:
Per:
.................................................................................
3357 0-300000. Actual Value
134 9999998. DK (Don't Know); NA (Not Ascertained)
337 9999999. RF (Refused)
33373 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].RECEIVINGBENEFITS.W015A
IF ((SecJ2.PensionFollowup[i].RECEIVINGBENEFITS.W015A <> 0) AND
(SecJ2.PensionFollowup[i].RECEIVINGBENEFITS.W015A <> DONTKNOW)) AND
(SecJ2.PensionFollowup[i].RECEIVINGBENEFITS.W015A <> REFUSAL) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W016 AMOUNT OF BENEFITS PER -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].RECEIVINGBENEFITS.W016A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
IWER: PROBE if necessary: Is that per month or year?
Amount: $[amount reported in W015a]
Per:
.................................................................................
2788 4. MONTH
560 6. YEAR
1 7. OTHER(SPECIFY)
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
33851 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].RECEIVINGBENEFITS.W016A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W028 ADJUSTED FOR COST OF LIVING -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].RECEIVINGBENEFITS.W028A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Are the benefits adjusted for changes in the cost of living?
.................................................................................
1280 1. YES
2013 5. NO
51 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
33857 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].RECEIVINGBENEFITS.W015A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W049 BENEFITS DURATION -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].RECEIVINGBENEFITS.W049A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Will this payment continue for as long as you live, for a fixed period of time,
or what?
.................................................................................
3393 1. AS LONG AS R LIVES
150 3. FOR A FIXED TIME PERIOD
149 4. UNTIL THE MONEY RUNS OUT
78 5. AS LONG AS R OR R'S SPOUSE/PARTNER LIVES
14 7. OTHER(SPECIFY)
38 8. DK (Don't Know); NA (Not Ascertained)
6 9. RF (Refused)
33373 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].RECEIVINGBENEFITS.W050S
IF SecJ2.PensionFollowup[i].RECEIVINGBENEFITS.W049A = FORAFIXEDTIME THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W051 BENEFITS-UNTIL YR -1
Section: J Level: Pension Type: Numeric Width: 4 Decimals: 0
Ref: SecJ2.PensionFollowup[1].RECEIVINGBENEFITS.W051A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
26 2012-2032. Year
54 9998. DK (Don't Know); NA (Not Ascertained)
1 9999. RF (Refused)
37120 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].RECEIVINGBENEFITS.W051A
IF SecJ2.PensionFollowup[i].RECEIVINGBENEFITS.W051A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W052 BENEFITS-UNTIL AGE -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].RECEIVINGBENEFITS.W052A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
21 54-95. Age
37180 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].RECEIVINGBENEFITS.W052A
IF SecJ2.PensionFollowup[i].RECEIVINGBENEFITS.W051A = EMPTY AND
SecJ2.PensionFollowup[i].RECEIVINGBENEFITS.W052A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W053 BENEFITS-YEARS -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].RECEIVINGBENEFITS.W053A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
47 2-30. Number of years
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
37153 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].RECEIVINGBENEFITS.W049A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W054 R DIE WILL BENEFITS CONTINUE -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].RECEIVINGBENEFITS.W054A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
If you should die, would your [husband/wife/partner] continue to receive the
same benefit, get a reduced benefit, or would the benefits end?
.................................................................................
636 1. SAME BENEFIT
944 2. REDUCED BENEFIT
938 3. NO BENEFIT/BENEFITS WOULD END
25 4. (VOL) GUARANTEED FOR SOME NUMBER OF YEARS
33 5. Lump sum payment
35 7. OTHER(SPECIFY)
72 8. DK (Don't Know); NA (Not Ascertained)
4 9. RF (Refused)
34514 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].W419_
IF SecJ2.PensionFollowup[i].W420_ <> REFUSAL THEN
IF (SecJ2.PensionFollowup.PLANDISPOSITION.W445_LOSTALLBENEFITS <> YES) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W450_CARDINAL > 1) THEN
IF NOT((SecJ2.PensionFollowup[i].W427_ = EMPTY OR (ASSIGNEDYES IN
SecJ2.PensionFollowup[i].W427_)) AND
(((((SecJ2.PensionFollowup.PLANDISPOSITION.W436_WITHDREWALLMONEY = YES) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W443_COMBINEDWITHOTHERPLAN = YES)) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W444_TRANSFERREDTONEWEMPLOYER = YES)) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W439_ROLLEDOVERINTOIRA = YES)) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W437_WITHDREWSOMEMONEY = YES))) THEN
IF piZ503_JobStatus <> OLDJOB THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W427M1 WITHDRAWALS/IRREGULAR PAYMENTS -1 -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].W427_[1]
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Have you [ever] received any (other) payments or have you rolled over any of the
money from this plan into an IRA [since you left that employer/at any time in
the past]?
IWER: If R asks, do not include past loans taken against the account
IWER: Choose all that apply
.................................................................................
230 1. YES, RECEIVED PAYMENTS
393 2. YES, ROLLED OVER INTO IRA
1786 3. ASSIGNED YES
9547 5. NO
79 8. DK (Don't Know); NA (Not Ascertained)
59 9. RF (Refused)
25107 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].W419_
IF SecJ2.PensionFollowup[i].W420_ <> REFUSAL THEN
IF (SecJ2.PensionFollowup.PLANDISPOSITION.W445_LOSTALLBENEFITS <> YES) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W450_CARDINAL > 1) THEN
IF NOT((SecJ2.PensionFollowup[i].W427_ = EMPTY OR (ASSIGNEDYES IN
SecJ2.PensionFollowup[i].W427_)) AND
(((((SecJ2.PensionFollowup.PLANDISPOSITION.W436_WITHDREWALLMONEY = YES) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W443_COMBINEDWITHOTHERPLAN = YES)) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W444_TRANSFERREDTONEWEMPLOYER = YES)) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W439_ROLLEDOVERINTOIRA = YES)) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W437_WITHDREWSOMEMONEY = YES))) THEN
IF piZ503_JobStatus <> OLDJOB THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W427M2 WITHDRAWALS/IRREGULAR PAYMENTS -1 -2
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].W427_[2]
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Have you [ever] received any (other) payments or have you rolled over any of the
money from this plan into an IRA [since you left that employer/at any time in
the past]?
IWER: If R asks, do not include past loans taken against the account
IWER: Choose all that apply
.................................................................................
4 1. YES, RECEIVED PAYMENTS
28 2. YES, ROLLED OVER INTO IRA
3. ASSIGNED YES
1 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
37168 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].W419_
IF SecJ2.PensionFollowup[i].W420_ <> REFUSAL THEN
IF (SecJ2.PensionFollowup.PLANDISPOSITION.W445_LOSTALLBENEFITS <> YES) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W450_CARDINAL > 1) THEN
IF NOT((SecJ2.PensionFollowup[i].W427_ = EMPTY OR (ASSIGNEDYES IN
SecJ2.PensionFollowup[i].W427_)) AND
(((((SecJ2.PensionFollowup.PLANDISPOSITION.W436_WITHDREWALLMONEY = YES) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W443_COMBINEDWITHOTHERPLAN = YES)) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W444_TRANSFERREDTONEWEMPLOYER = YES)) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W439_ROLLEDOVERINTOIRA = YES)) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W437_WITHDREWSOMEMONEY = YES))) THEN
IF piZ503_JobStatus <> OLDJOB THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W427M3 WITHDRAWALS/IRREGULAR PAYMENTS -1 -3
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].W427_[3]
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Have you [ever] received any (other) payments or have you rolled over any of the
money from this plan into an IRA [since you left that employer/at any time in
the past]?
IWER: If R asks, do not include past loans taken against the account
IWER: Choose all that apply
.................................................................................
1. YES, RECEIVED PAYMENTS
2. YES, ROLLED OVER INTO IRA
3. ASSIGNED YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
37201 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].W419_
IF SecJ2.PensionFollowup[i].W420_ <> REFUSAL THEN
IF (SecJ2.PensionFollowup.PLANDISPOSITION.W445_LOSTALLBENEFITS <> YES) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W450_CARDINAL > 1) THEN
IF ((RECEIVEDPAYMENTS IN SecJ2.PensionFollowup[i].W427_) OR (ROLLEDOVER IN
SecJ2.PensionFollowup[i].W427_)) OR (ASSIGNEDYES IN
SecJ2.PensionFollowup[i].W427_) THEN
IF (SecJ2.PensionFollowup.PLANDISPOSITION.W436_WITHDREWALLMONEY = YES) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W437_WITHDREWSOMEMONEY = YES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W063 TOTAL AMT RECEIVED IN INSTALLMENTS -1
Section: J Level: Pension Type: Numeric Width: 8 Decimals: 0
Ref: SecJ2.PensionFollowup[1].WITHDRAWALSTRANSFERS.W063A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
[/Earlier you told us that you had withdrawn [some money/all of the money] from
your [Insert Plan Name] (plan).]
How much money [in total did you withdraw/in total did you withdraw since you
left that [business/employer/job]/did you withdraw or how much was the one time
payment you received/in total did you receive in payments/in total did you
receive in payments since you left that [business/employer/job]]?
Amount:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
802 0 1500000 39228.42 105684.30 36247
-----------------------------------------------------------------
88 99999998. DK (Don't Know); NA (Not Ascertained)
64 99999999. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].WITHDRAWALSTRANSFERS.W063A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W453M1 WHAT DONE WITH MONEY WITHDRAWN -1 -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].WITHDRAWALSTRANSFERS.W453_[1]
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
What did you do with the money?
IWER: Choose all that apply
.................................................................................
128 1. BOUGHT DURABLES (HOUSE, CAR, ETC.)
304 2. SPENT IT
149 3. SAVED/INVESTED
238 4. PAID OFF DEBT
54 5. ROLLED INTO IRA
7 6. GAVE IT AWAY
39 7. OTHER (SPECIFY)
13 8. DK (Don't Know); NA (Not Ascertained)
22 9. RF (Refused)
36247 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].WITHDRAWALSTRANSFERS.W063A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W453M2 WHAT DONE WITH MONEY WITHDRAWN -1 -2
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].WITHDRAWALSTRANSFERS.W453_[2]
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
What did you do with the money?
IWER: Choose all that apply
.................................................................................
26 1. BOUGHT DURABLES (HOUSE, CAR, ETC.)
52 2. SPENT IT
21 3. SAVED/INVESTED
36 4. PAID OFF DEBT
1 5. ROLLED INTO IRA
7 6. GAVE IT AWAY
11 7. OTHER (SPECIFY)
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
37046 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].WITHDRAWALSTRANSFERS.W063A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W453M3 WHAT DONE WITH MONEY WITHDRAWN -1 -3
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].WITHDRAWALSTRANSFERS.W453_[3]
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
What did you do with the money?
IWER: Choose all that apply
.................................................................................
4 1. BOUGHT DURABLES (HOUSE, CAR, ETC.)
8 2. SPENT IT
4 3. SAVED/INVESTED
9 4. PAID OFF DEBT
5. ROLLED INTO IRA
7 6. GAVE IT AWAY
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
37169 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].WITHDRAWALSTRANSFERS.W063A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W453M4 WHAT DONE WITH MONEY WITHDRAWN -1 -4
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].WITHDRAWALSTRANSFERS.W453_[4]
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
What did you do with the money?
IWER: Choose all that apply
.................................................................................
1 1. BOUGHT DURABLES (HOUSE, CAR, ETC.)
2. SPENT IT
3. SAVED/INVESTED
1 4. PAID OFF DEBT
5. ROLLED INTO IRA
1 6. GAVE IT AWAY
1 7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
37197 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].WITHDRAWALSTRANSFERS.W063A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W453M5 WHAT DONE WITH MONEY WITHDRAWN -1 -5
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].WITHDRAWALSTRANSFERS.W453_[5]
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
What did you do with the money?
IWER: Choose all that apply
.................................................................................
1. BOUGHT DURABLES (HOUSE, CAR, ETC.)
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
6. GAVE IT AWAY
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
37201 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].W419_
IF SecJ2.PensionFollowup[i].W420_ <> REFUSAL THEN
IF (SecJ2.PensionFollowup.PLANDISPOSITION.W445_LOSTALLBENEFITS <> YES) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W450_CARDINAL > 1) THEN
IF ((RECEIVEDPAYMENTS IN SecJ2.PensionFollowup[i].W427_) OR (ROLLEDOVER IN
SecJ2.PensionFollowup[i].W427_)) OR (ASSIGNEDYES IN
SecJ2.PensionFollowup[i].W427_) THEN
IF SecJ2.PensionFollowup.PLANDISPOSITION.W439_ROLLEDOVERINTOIRA = YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W099 PAST PENSION-ROLLED OVER TO IRA-YR -1
Section: J Level: Pension Type: Numeric Width: 4 Decimals: 0
Ref: SecJ2.PensionFollowup[1].WITHDRAWALSTRANSFERS.W099_
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
In what year did you roll the money into an IRA?
Year:
.................................................................................
1243 1966-2013. Actual Value
64 9998. DK (Don't Know); NA (Not Ascertained)
8 9999. RF (Refused)
35886 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].WITHDRAWALSTRANSFERS.W099_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W018 AMOUNT OF PENSION ROLLOVER -1
Section: J Level: Pension Type: Numeric Width: 8 Decimals: 0
Ref: SecJ2.PensionFollowup[1].WITHDRAWALSTRANSFERS.W018A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
How much did the rollover amount to?
Amount:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
1040 0 9999999 132513.33 370991.91 35886
-----------------------------------------------------------------
162 99999998. DK (Don't Know); NA (Not Ascertained)
113 99999999. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].W419_
IF SecJ2.PensionFollowup[i].W420_ <> REFUSAL THEN
IF (SecJ2.PensionFollowup.PLANDISPOSITION.W445_LOSTALLBENEFITS <> YES) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W450_CARDINAL > 1) THEN
IF ((RECEIVEDPAYMENTS IN SecJ2.PensionFollowup[i].W427_) OR (ROLLEDOVER IN
SecJ2.PensionFollowup[i].W427_)) OR (ASSIGNEDYES IN
SecJ2.PensionFollowup[i].W427_) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W100 PAST PENSION-TRANSFER MONEY-YR -1
Section: J Level: Pension Type: Numeric Width: 4 Decimals: 0
Ref: SecJ2.PensionFollowup[1].WITHDRAWALSTRANSFERS.W100_
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
In what year did you [transfer the money/combine the plans]?
Year:
.................................................................................
178 1967-2012. Actual Value
14 9998. DK (Don't Know); NA (Not Ascertained)
1 9999. RF (Refused)
37008 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].WITHDRAWALSTRANSFERS.W100_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W019 AMOUNT OF TRANSFER -1
Section: J Level: Pension Type: Numeric Width: 8 Decimals: 0
Ref: SecJ2.PensionFollowup[1].WITHDRAWALSTRANSFERS.W019A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
How much did [the transfer amount to/you combine into the other plan]?
Amount:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
137 0 1000000 67917.77 128308.27 37008
-----------------------------------------------------------------
46 99999998. DK (Don't Know); NA (Not Ascertained)
10 99999999. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].W419_
IF SecJ2.PensionFollowup[i].W420_ <> REFUSAL THEN
IF (SecJ2.PensionFollowup.PLANDISPOSITION.W445_LOSTALLBENEFITS <> YES) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W450_CARDINAL > 1) THEN
IF NOT((((SecJ2.PensionFollowup.PLANDISPOSITION.W434_RECEIVING = YES) OR
(SecJ2.PensionFollowup.RECEIVINGBENEFITS.W108A = YES)) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W451_DEAD = YES)) OR
(SecJ2.PensionFollowup.ACCOUNTBALANCES.W455A = CONTINUE)) THEN
IF NOT((((SecJ2.PensionFollowup.PLANDISPOSITION.W435_LEFTMONEY = NO) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W441_NOACTION = NO)) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W451_DEAD = NO)) AND
(piW403_StillHavePlan = YES)) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W428 CURRENT STATUS - EXPECTING -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].W428_
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Are you expecting benefits at some point in the future from your [Insert Plan
Name] plan?
.................................................................................
1709 1. YES
5166 2. ASSIGNED YES
427 5. NO
5652 6. ASSIGNED NO
57 8. DK (Don't Know); NA (Not Ascertained)
31 9. RF (Refused)
24159 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].W419_
IF SecJ2.PensionFollowup[i].W420_ <> REFUSAL THEN
IF (SecJ2.PensionFollowup.PLANDISPOSITION.W445_LOSTALLBENEFITS <> YES) OR
(SecJ2.PensionFollowup.PLANDISPOSITION.W450_CARDINAL > 1) THEN
IF SecJ2.PensionFollowup[i].W428_ IN [YES, ASSIGNEDYES] THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2353 AGE- EXPECT RECEIVE BENEFITS -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J353AAgeRecBenfts
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
At what age do you expect to start receiving (the rest of the) benefits from
your [Insert Plan Name] (plan)?
If R mentions age and some number of months, e.g., 59 and 1/2, enter age here
and go to the next screen to enter months.
40-94 Age
96 Answer in years
.................................................................................
6222 40-95. Actual Value
18 96. ANSWERED IN YEARS
589 98. DK (Don't Know); NA (Not Ascertained)
45 99. RF (Refused)
30327 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J353AAgeRecBenfts
IF (SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J353AAgeRecBenfts <> 96) AND
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J353AAgeRecBenfts <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2903 MONTHS-EXPECT RECEIVE BENEFITS -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J903A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
IWER: If R reports AGE and months, enter number of months
IWER: If R did not mention months, press [ENTER] to continue
.................................................................................
330 1-11. Actual Value
36871 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J353AAgeRecBenfts
IF SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J353AAgeRecBenfts <> NONRESPONSE
THEN
IF SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J353AAgeRecBenfts = 96 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2354 YRS- EXPECT RECEIVE BENEFITS -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J354A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
IWER: Enter number of years until benefits start.
0-40 years
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
17 0 40 5.65 9.58 37183
-----------------------------------------------------------------
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J353AAgeRecBenfts
IF SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J353AAgeRecBenfts <> NONRESPONSE
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2926 CASH PAYMENT ALLOWED -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J926_
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Once you become eligible to receive benefits, can you take some or all of your
benefits as a one time cash payment?
.................................................................................
4272 1. YES
1338 5. NO
626 8. DK (Don't Know); NA (Not Ascertained)
4 9. RF (Refused)
30961 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J926_
IF SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J926_ = YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2927 ALL CASH ALLOWED -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J927_
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Can you take all of your benefits as a one time cash payment or only some?
.................................................................................
3540 1. ALL
601 5. ONLY SOME
129 8. DK (Don't Know); NA (Not Ascertained)
2 9. RF (Refused)
32929 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J926_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2928 KEEP MONEY ALLOWED -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J928_
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Once you become eligible to receive benefits, can you keep some money in your
account to take out whenever you want?
.................................................................................
4010 1. YES
1535 5. NO
692 8. DK (Don't Know); NA (Not Ascertained)
3 9. RF (Refused)
30961 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J928_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2929 REGULAR PAYMENTS ALLOWED -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J929_
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
(Once you become eligible to receive benefits,) can you receive regular payments
on a monthly or yearly basis?
.................................................................................
5449 1. YES
403 5. NO
385 8. DK (Don't Know); NA (Not Ascertained)
3 9. RF (Refused)
30961 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J929_
IF NOT(((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J926_ = YES) AND
((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J928_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J928_ = NONRESPONSE)) AND
((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J929_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J929_ = NONRESPONSE)) THEN
IF NOT((((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J926_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J926_ = NONRESPONSE) AND
(SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J928_ = YES)) AND
((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J929_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J929_ = NONRESPONSE)) THEN
IF NOT((((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J926_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J926_ = NONRESPONSE) AND
((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J928_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J928_ = NONRESPONSE)) AND
(SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J929_ = YES)) THEN
IF NOT((((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J926_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J926_ = NONRESPONSE) AND
((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J928_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J928_ = NONRESPONSE)) AND
((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J929_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J929_ = NONRESPONSE)) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2931M1 BENEFIT WITHDRAW OPTIONS R PLANS -1 -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J931_[1]
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Which of these options do you plan to take advantage of -- [one time payment,
keep money in account to take out later, regular payments (monthly or
annually)/one time payment, keep money in account to take out later/one time
payment, regular payments (monthly or annually]?
IWER: Choose all that apply
.................................................................................
1002 1. [ONE TIME PAYMENT]
892 2. [KEEP MONEY IN ACCOUNT TO TAKE OUT LATER]
3995 3. [REGULAR PAYMENTS (MONTHLY OR ANNUALLY)]
171 8. DK (Don't Know); NA (Not Ascertained)
9 9. RF (Refused)
31132 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J929_
IF NOT(((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J926_ = YES) AND
((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J928_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J928_ = NONRESPONSE)) AND
((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J929_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J929_ = NONRESPONSE)) THEN
IF NOT((((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J926_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J926_ = NONRESPONSE) AND
(SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J928_ = YES)) AND
((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J929_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J929_ = NONRESPONSE)) THEN
IF NOT((((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J926_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J926_ = NONRESPONSE) AND
((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J928_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J928_ = NONRESPONSE)) AND
(SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J929_ = YES)) THEN
IF NOT((((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J926_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J926_ = NONRESPONSE) AND
((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J928_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J928_ = NONRESPONSE)) AND
((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J929_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J929_ = NONRESPONSE)) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2931M2 BENEFIT WITHDRAW OPTIONS R PLANS -1 -2
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J931_[2]
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Which of these options do you plan to take advantage of -- [one time payment,
keep money in account to take out later, regular payments (monthly or
annually)/one time payment, keep money in account to take out later/one time
payment, regular payments (monthly or annually]?
IWER: Choose all that apply
.................................................................................
8 1. [ONE TIME PAYMENT]
27 2. [KEEP MONEY IN ACCOUNT TO TAKE OUT LATER]
59 3. [REGULAR PAYMENTS (MONTHLY OR ANNUALLY)]
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
37107 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J929_
IF NOT(((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J926_ = YES) AND
((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J928_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J928_ = NONRESPONSE)) AND
((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J929_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J929_ = NONRESPONSE)) THEN
IF NOT((((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J926_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J926_ = NONRESPONSE) AND
(SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J928_ = YES)) AND
((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J929_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J929_ = NONRESPONSE)) THEN
IF NOT((((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J926_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J926_ = NONRESPONSE) AND
((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J928_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J928_ = NONRESPONSE)) AND
(SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J929_ = YES)) THEN
IF NOT((((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J926_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J926_ = NONRESPONSE) AND
((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J928_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J928_ = NONRESPONSE)) AND
((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J929_ = NO) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J929_ = NONRESPONSE)) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2931M3 BENEFIT WITHDRAW OPTIONS R PLANS -1 -3
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J931_[3]
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Which of these options do you plan to take advantage of -- [one time payment,
keep money in account to take out later, regular payments (monthly or
annually)/one time payment, keep money in account to take out later/one time
payment, regular payments (monthly or annually]?
IWER: Choose all that apply
.................................................................................
1. [ONE TIME PAYMENT]
2. [KEEP MONEY IN ACCOUNT TO TAKE OUT LATER]
6 3. [REGULAR PAYMENTS (MONTHLY OR ANNUALLY)]
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
37195 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J929_
IF ((REGULARPAYMENTS IN SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J931_) OR
(SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J931_ = DONTKNOW)) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J931_ = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2947 FORM OF REGULAR PAYMENTS -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J947AFormOfBenfts
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
[Assuming you take it all/For the part that you take] as a regular payment, how
much do you expect to take as regular payments, either as a percent of your pay
at retirement or as an amount per month or year?
IWER: If R has trouble projecting an amount or percent due to recent losses in
value of pension, PROBE: Taking all of that into consideration, what do you
expect to receive?
.................................................................................
573 1. PERCENT OF PAY
3123 2. AMOUNT PER MONTH/YEAR
35 3. LUMP SUM
624 8. DK (Don't Know); NA (Not Ascertained)
47 9. RF (Refused)
32799 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J947AFormOfBenfts
IF SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J947AFormOfBenfts = PERCENTOFPAY
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2356 PERCENT REGULAR PAYMENTS -1
Section: J Level: Pension Type: Numeric Width: 3 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J356A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
(What percent of your final pay at retirement is that?)
IWER: If R has trouble projecting a percent due to recent losses in value of
pension, PROBE: Taking all of that into consideration, what percent do you
EXPECT to receive?
IWER: ENTER percent of final pay at retirement
IWER: Do not probe DK/RF
1-100 percent
Percent:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
430 1 100 34.63 28.54 36628
-----------------------------------------------------------------
141 998. DK (Don't Know); NA (Not Ascertained)
2 999. RF (Refused)
==========================================================================================
NJ2789 PERCENT REGULAR PAYMENTS-MIN -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J789_
Did it amount to less than ____% , more than ____% , or what?
PROCEDURES: 2Up1DownPercent, 1Up2DownPercent
BREAKPOINTS: 20%, 40%, 60%, 80%
RANDOM ENTRY POINTS: 40%, 60%
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X510
ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND
.................................................................................
60 0. Value of Breakpoint
8 20. Value of Breakpoint
22 21. Value of Breakpoint
4 40. Value of Breakpoint
28 41. Value of Breakpoint
11 60. Value of Breakpoint
7 61. Value of Breakpoint
1 80. Value of Breakpoint
2 81. Value of Breakpoint
37058 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2790 PERCENT REGULAR PAYMENTS-MAX -1
Section: J Level: Pension Type: Numeric Width: 8 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J790_
*
.................................................................................
25 19. Value of Breakpoint
8 20. Value of Breakpoint
24 39. Value of Breakpoint
4 40. Value of Breakpoint
31 59. Value of Breakpoint
11 60. Value of Breakpoint
7 79. Value of Breakpoint
1 80. Value of Breakpoint
32 99999996. Greater than Maximum Breakpoint
37058 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2791 PERCENT REGULAR PAYMENTS-RESULT -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J791_
*
.................................................................................
34 98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
37166 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASSIGN:J357A := DONTKNOW {PREVIOUS ASK}
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J353AAgeRecBenfts
IF J947AFormOfBenfts = DONTKNOW THEN
J357A := DONTKNOW {PREVIOUS ASK}
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J353AAgeRecBenfts
ASSIGN: J357A := DONTKNOW
IF J947AFormOfBenfts = DONTKNOW THEN
J357A := REFUSAL
IF J947AFormOfBenfts = REFUSAL THEN
IF J947AFormOfBenfts = REFUSAL T{PREVIOUS ASK}
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J353AAgeRecBenfts
IF ((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J947AFormOfBenfts =
PERCENTOFPAY) OR (SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J947AFormOfBenfts =
AMOUNTPERMONTHYEAR)) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J947AFormOfBenfts = NONRESPONSE THEN
IF SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J947AFormOfBenfts <> PERCENTOFPAY
THEN
IF NOT(SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J947AFormOfBenfts = DONTKNOW)
THEN
IF NOT(SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J947AFormOfBenfts = REFUSAL)
THEN
{PREVIOUS ASK} SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J353AAgeRecBenfts
IF ((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J947AFormOfBenfts =
PERCENTOFPAY) OR (SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J947AFormOfBenfts =
AMOUNTPERMONTHYEAR)) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J947AFormOfBenfts = NONRESPONSE THEN
IF SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J947AFormOfBenfts <> PERCENTOFPAY
THEN
IF NOT(SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J947AFormOfBenfts = DONTKNOW)
THEN
IF NOT(SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J947AFormOfBenfts = REFUSAL)
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2357 AMOUNT REGULAR PAYMENTS -1
Section: J Level: Pension Type: Numeric Width: 8 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J357A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
[How much do you expect or plan to receive?]
IWER: If R has trouble projecting an amount due to recent losses in value of
pension, PROBE: Taking all of that into consideration, what do you EXPECT to
receive?
IWER: Do not probe DK/RF
AMOUNT:
PER:
.................................................................................
2381 0-1000000. Actual Value
1324 99999998. DK (Don't Know); NA (Not Ascertained)
89 99999999. RF (Refused)
33407 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2358 AMOUNT REGULAR PAYMENTS - MIN -1
Section: J Level: Pension Type: Numeric Width: 5 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J358_
Does it amount to less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $6,000, $12,000, $24,000, $36,000
RANDOM ENTRY POINTS: $12,000, $24,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X501
ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND
.................................................................................
627 0. Value of Breakpoint
41 6000. Value of Breakpoint
188 6001. Value of Breakpoint
95 12000. Value of Breakpoint
235 12001. Value of Breakpoint
49 24000. Value of Breakpoint
101 24001. Value of Breakpoint
12 36000. Value of Breakpoint
62 36001. Value of Breakpoint
35791 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2359 AMOUNT REGULAR PAYMENTS - MAX -1
Section: J Level: Pension Type: Numeric Width: 8 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J359_
*
.................................................................................
195 5999. Value of Breakpoint
41 6000. Value of Breakpoint
213 11999. Value of Breakpoint
95 12000. Value of Breakpoint
239 23999. Value of Breakpoint
49 24000. Value of Breakpoint
84 35999. Value of Breakpoint
12 36000. Value of Breakpoint
482 99999996. Greater than Maximum Breakpoint
35791 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2360 AMOUNT REGULAR PAYMENTS - RESULT -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J360_
*
.................................................................................
3 97. Data Not Available
388 98. DK (Don't Know); NA (Not Ascertained)
78 99. RF (Refused)
36732 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J353AAgeRecBenfts
IF ((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J947AFormOfBenfts =
PERCENTOFPAY) OR (SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J947AFormOfBenfts =
AMOUNTPERMONTHYEAR)) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J947AFormOfBenfts = NONRESPONSE THEN
IF SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J947AFormOfBenfts <> PERCENTOFPAY
THEN
IF SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J357A <> EMPTY AND
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J357A <> NONRESPONSE THEN
IF SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J357A <> 0 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2361 AMOUNT REGULAR PAYMENTS - PER -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J361A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
IWER: PROBE if necessary: Is that per month or year?
AMOUNT:
PER:
.................................................................................
2178 4. MONTH
190 6. YEAR
12 7. OTHER(SPECIFY); including total amount or lump sum
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
34821 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J353AAgeRecBenfts
IF ((SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J947AFormOfBenfts =
PERCENTOFPAY) OR (SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J947AFormOfBenfts =
AMOUNTPERMONTHYEAR)) OR
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J947AFormOfBenfts = NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W089 BENEFITS DURATION -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.W089A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
Will this payment continue for as long as you live, for a fixed period of time,
or what?
.................................................................................
2426 1. AS LONG AS R LIVES
859 3. FOR A FIXED TIME PERIOD
680 4. UNTIL THE MONEY RUNS OUT
33 5. AS LONG AS R OR R'S SPOUSE/PARTNER LIVES
42 7. OTHER
319 8. DK (Don't Know); NA (Not Ascertained)
8 9. RF (Refused)
32834 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.W089A
IF SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J947AFormOfBenfts = LUMPSUM THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W041 EXPECTED BENEFITS-LUMP SUM -1
Section: J Level: Pension Type: Numeric Width: 8 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.W041A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
IWER: ENTER lump sum amount
Amount:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
17 200 1000000 81923.53 238031.69 37166
-----------------------------------------------------------------
12 99999998. DK (Don't Know); NA (Not Ascertained)
6 99999999. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.W089A
IF NOT(SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.W089A = OTHERSPECIFY) THEN
IF SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.W089A = FORAFIXEDTIME THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W091 BENEFITS DURATION - UNTIL YR -1
Section: J Level: Pension Type: Numeric Width: 4 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.W091A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
68 2012-2052. Actual Value
305 9998. DK (Don't Know); NA (Not Ascertained)
4 9999. RF (Refused)
36824 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.W091A
IF SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.W091A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W092 BENEFITS DURATION - UNTIL AGE -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.W092A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
50 5-95. Actual Value
6 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
37145 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.W092A
IF SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.W091A = EMPTY AND
SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.W092A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W093 BENEFITS DURATION - YEARS -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.W093A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
415 1-35. Actual Value
11 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
36775 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.W091A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2W094 R DIE WILL BENEFITS CONTINUE -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.W094A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
If you should die, would your [husband/wife/partner] continue to receive the
same benefit, get a reduced benefit, or would the benefits end?
.................................................................................
448 1. SAME BENEFIT
111 2. REDUCED BENEFIT
79 3. NO BENEFIT/BENEFITS WOULD END
3 4. (VOL) GUARANTEED FOR SOME NUMBER OF YEARS
4 5. Lump sum payment
46 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
36510 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J353AAgeRecBenfts
IF LUMPSUM IN SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J931_ THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2363 LUMP SUM-AMT PLAN TO TAKE -1
Section: J Level: Pension Type: Numeric Width: 8 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J363A
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
How much do you plan to take as a one-time payment?
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
635 0 2500000 86000.27 186793.55 36191
-----------------------------------------------------------------
336 99999998. DK (Don't Know); NA (Not Ascertained)
39 99999999. RF (Refused)
==========================================================================================
NJ2364 LUMP SUM-AMT PLAN TO TAKE - MIN -1
Section: J Level: Pension Type: Numeric Width: 6 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J364_
Does it amount to 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 X502
ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND
.................................................................................
119 0. Value of Breakpoint
8 5000. Value of Breakpoint
60 5001. Value of Breakpoint
17 20000. Value of Breakpoint
58 20001. Value of Breakpoint
12 50000. Value of Breakpoint
40 50001. Value of Breakpoint
3 150000. Value of Breakpoint
39 150001. Value of Breakpoint
36845 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2365 LUMP SUM-AMT PLAN TO TAKE - MAX -1
Section: J Level: Pension Type: Numeric Width: 8 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J365_
*
.................................................................................
22 4999. Value of Breakpoint
8 5000. Value of Breakpoint
63 19999. Value of Breakpoint
17 20000. Value of Breakpoint
52 49999. Value of Breakpoint
12 50000. Value of Breakpoint
37 149999. Value of Breakpoint
3 150000. Value of Breakpoint
142 99999996. Greater than Maximum Breakpoint
36845 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2366 LUMP SUM-AMT PLAN TO TAKE - RESULT -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J366_
*
.................................................................................
19 97. Data Not Available
79 98. DK (Don't Know); NA (Not Ascertained)
30 99. RF (Refused)
37073 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J353AAgeRecBenfts
IF KEEPMONEY IN SecJ2.PensionFollowup[i].EXPECTEDBENEFITS.J931_ THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NJ2932 AMOUNT LEAVE IN ACCOUNT -1
Section: J Level: Pension Type: Numeric Width: 8 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J932_
[[Employer Name]/Job [Dates] - [Type of Retirement Plan]]
How much do you expect to leave in the account to take out later?
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
616 0 5000000 107456.43 279684.03 36282
-----------------------------------------------------------------
274 99999998. DK (Don't Know); NA (Not Ascertained)
29 99999999. RF (Refused)
==========================================================================================
NJ2933 AMOUNT LEAVE IN ACCOUNT - MIN -1
Section: J Level: Pension Type: Numeric Width: 6 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J933_
Does it amount to less than $____ , more than $____ , or what?
PROCEDURES: 3Up1Down, 2Up2Down
BREAKPOINTS: $5,000, $20,000, $50,000, $100,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
ENTRY POINT ASSIGNMENT: 1 OR {NOT 1} AT X506
ORDER OF ENTRY POINT ASSIGNMENTS AND PROCEDURES CORRESPOND
.................................................................................
135 0. Value of Breakpoint
16 5000. Value of Breakpoint
67 5001. Value of Breakpoint
10 20000. Value of Breakpoint
38 20001. Value of Breakpoint
6 50000. Value of Breakpoint
16 50001. Value of Breakpoint
3 100001. Value of Breakpoint
3 150001. Value of Breakpoint
36907 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2934 AMOUNT LEAVE IN ACCOUNT - MAX -1
Section: J Level: Pension Type: Numeric Width: 8 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J934_
*
.................................................................................
52 4999. Value of Breakpoint
16 5000. Value of Breakpoint
75 19999. Value of Breakpoint
10 20000. Value of Breakpoint
41 49999. Value of Breakpoint
6 50000. Value of Breakpoint
16 99999. Value of Breakpoint
3 149999. Value of Breakpoint
75 99999996. Greater than Maximum Breakpoint
36907 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2935 AMOUNT LEAVE IN ACCOUNT - RESULT -1
Section: J Level: Pension Type: Numeric Width: 2 Decimals: 0
Ref: SecJ2.PensionFollowup[1].EXPECTEDBENEFITS.J935_
*
.................................................................................
9 97. Data Not Available
71 98. DK (Don't Know); NA (Not Ascertained)
14 99. RF (Refused)
37107 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2W452 WHETHER PLAN FROM NEW OR SAME JOB -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].W452_PensionFromNewJobOrSameJobAsPW
.................................................................................
4799 1. YES
8252 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
24150 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2W434 PLAN STATUS-RECEIVING REGULAR BENEFITS -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].PLANDISPOSITION.W434_RECEIVING
.................................................................................
3815 1. YES
9229 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
24157 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2W435 PLAN STATUS-LEFT MONEY IN THE ACCOUNT -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].PLANDISPOSITION.W435_LEFTMONEY
.................................................................................
227 1. YES
12817 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
24157 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2W436 PLAN STATUS-WITHDREW ALL MONEY -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].PLANDISPOSITION.W436_WITHDREWALLMONEY
.................................................................................
675 1. YES
12369 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
24157 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2W437 PLAN STATUS-WITHDREW SOME MONEY -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].PLANDISPOSITION.W437_WITHDREWSOMEMONEY
.................................................................................
281 1. YES
12763 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
24157 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2W439 PLAN STATUS-ROLLED INTO IRA -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].PLANDISPOSITION.W439_ROLLEDOVERINTOIRA
.................................................................................
1316 1. YES
11728 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
24157 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2W440 PLAN STATUS-CONVERTED TO ANNUITY -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].PLANDISPOSITION.W440_CONVERTTOANNUITY
.................................................................................
38 1. YES
13006 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
24157 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2W441 PLAN STATUS-DID NOTHING WITH PLAN YET -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].PLANDISPOSITION.W441_NOACTION
.................................................................................
15 1. YES
13029 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
24157 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2W443 PLAN STATUS-COMBINED WITH OTHER PLAN -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].PLANDISPOSITION.W443_COMBINEDWITHOTHERPLAN
.................................................................................
133 1. YES
12911 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
24157 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2W444 PLAN STATUS-TRANFER TO NEW EMPLOYER -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].PLANDISPOSITION.W444_TRANSFERREDTONEWEMPLOYER
.................................................................................
60 1. YES
12984 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
24157 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2W445 PLAN STATUS-LOST ALL BENEFITS -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].PLANDISPOSITION.W445_LOSTALLBENEFITS
.................................................................................
1. YES
13044 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
24157 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2W446 PLAN STATUS-FROZEN/LOST SOME BENEFITS -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].PLANDISPOSITION.W446_FROZENORLOSTSOMEBENEFITS
.................................................................................
9 1. YES
13035 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
24157 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2W447 PLAN STATUS-DID SOMETHING ELSE WITH PLAN -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].PLANDISPOSITION.W447_OTHER
.................................................................................
141 1. YES
12903 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
24157 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2W448 PLAN STATUS-DK WHAT HAPPENED TO PLAN -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].PLANDISPOSITION.W448_DONTKNOW
.................................................................................
4 1. YES
13040 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
24157 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2W449 PLAN STATUS-RF WHAT HAPPENED TO PLAN -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].PLANDISPOSITION.W449_REFUSAL
.................................................................................
1. YES
13044 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
24157 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NJ2W451 PLAN ACTIVE OR DEAD -1
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
Ref: SecJ2.PensionFollowup[1].PLANDISPOSITION.W451_DEAD
.................................................................................
1972 1. YES
11072 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
24157 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NVDATE 2012 DATA MODEL VERSION
Section: J Level: Pension 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.
.................................................................................
3599 1. Version 1
2917 2. Version 2
12931 3. Version 3
17754 4. Version 4
==========================================================================================
NVERSION 2012 DATA RELEASE VERSION
Section: J Level: Pension Type: Numeric Width: 1 Decimals: 0
.................................................................................
37201 3. HRS 2012 Final Release
|