==========================================================================================
Section L: JOB HISTORY (Respondent)
==========================================================================================
HHID HOUSEHOLD IDENTIFICATION NUMBER
Section: L Level: Respondent Type: Character Width: 6 Decimals: 0
.................................................................................
20554 000003-959738. Household Identification Number
==========================================================================================
PN RESPONDENT PERSON IDENTIFICATION NUMBER
Section: L Level: Respondent Type: Character Width: 3 Decimals: 0
.................................................................................
11338 010. Person Identifier
693 011. Person Identifier
32 012. Person Identifier
1 013. Person Identifier
6649 020. Person Identifier
204 021. Person Identifier
12 022. Person Identifier
1 023. Person Identifier
593 030. Person Identifier
47 031. Person Identifier
7 032. Person Identifier
2 033. Person Identifier
910 040. Person Identifier
58 041. Person Identifier
6 042. Person Identifier
1 043. Person Identifier
==========================================================================================
NSUBHH 2012 SUB HOUSEHOLD IDENTIFICATION NUMBER
Section: L Level: Respondent Type: Character Width: 1 Decimals: 0
.................................................................................
18993 0. Original sample household - no split from divorce or
separation of spouses or partners
780 1. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
610 2. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
58 5. Split household - one half of couple from SUBHH 1 or 2
9 6. Split household - one half of couple from SUBHH 1 or 2
103 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: L Level: Respondent Type: Character Width: 1 Decimals: 0
.................................................................................
19286 0. Original sample household - no split from divorce or
separation of spouses or partners
629 1. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
490 2. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
49 5. Split household - one half of couple from SUBHH 1 or 2
7 6. Split household - one half of couple from SUBHH 1 or 2
92 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: L Level: Respondent Type: Character Width: 3 Decimals: 0
.................................................................................
5797 010. Person Identifier
548 011. Person Identifier
24 012. Person Identifier
5311 020. Person Identifier
175 021. Person Identifier
7 022. Person Identifier
1 023. Person Identifier
409 030. Person Identifier
33 031. Person Identifier
5 032. Person Identifier
2 033. Person Identifier
655 040. Person Identifier
47 041. Person Identifier
5 042. Person Identifier
1 043. Person Identifier
38 811. Spouse of Non-Original Respondent
3 812. Spouse of Non-Original Respondent
8 821. Spouse of Non-Original Respondent
1 822. Spouse of Non-Original Respondent
2 831. Spouse of Non-Original Respondent
4 841. Spouse of Non-Original Respondent
1 842. Spouse of Non-Original Respondent
7477 Blank. Single Respondent Household
==========================================================================================
NCSR 2012 WHETHER COVERSHEET RESPONDENT
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
.................................................................................
14314 1. Yes
18 3. 2nd Coverscreen R, answers not retained
6222 5. No
==========================================================================================
NFAMR 2012 WHETHER FAMILY RESPONDENT
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
.................................................................................
14147 1. Family R
14 3. 2nd Family R, answers not retained
6393 5. Non-Family R
==========================================================================================
NFINR 2012 WHETHER FINANCIAL RESPONDENT
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
.................................................................................
14191 1. Financial R
16 3. 2nd Financial R, answers not retained
6347 5. Non-Financial R
==========================================================================================
IF piRVarsZ076_ReIwR_V <> REIWR THEN
IF (piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay
<> NONRESPONSE THEN
IF (piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL) THEN
IF NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL005 OTR EMPLOYER 5+ YRS
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.L005_
Besides [your current job/the job you just told me about], have you worked for
any other employer for at least 5 years or more, including self-employment?
.................................................................................
226 1. YES
237 5. NO
2 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
20088 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.L005_
IF (SecL.JOBHISTORY.L005_ <> NO) AND SecL.JOBHISTORY.L005_ <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL006 # EMPLOYERS
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.L006_
For how many such employers have you worked?
.................................................................................
92 1. ONE
57 2. TWO
35 3. THREE
15 4. FOUR
24 5. FIVE OR MORE
3 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20328 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.L006_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL007 SELF/OTR EMPLOYED
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.L007_
[I want to ask about the most recent such job.] Were you working for someone
else, were you self-employed, or what?
IWER: If R says, 'I ran my own business' enter 'self-employed'
.................................................................................
206 1. SOMEONE ELSE
20 2. SELF-EMPLOYED
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20328 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.L007_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL009 START WRK-YR
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.MOSTRECENTJOB.L009_
When did you start working for [that employer/yourself]?
Year:
Or
Years ago:
Or
At age:
.................................................................................
207 1950-2011. Actual Value
8 9998. DK (Don't Know); NA (Not Ascertained)
3 9999. RF (Refused)
20336 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.MOSTRECENTJOB.L009_
IF SecL.JOBHISTORY.MOSTRECENTJOB.L009_ = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL010 START WORK-YRS AGO
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.MOSTRECENTJOB.L010_YrStrtMostRecJob
(When did you start working for [that employer/yourself]?)
Year:
Or
Years ago:
Or
At age:
.................................................................................
3 1-37. Actual Value
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20550 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.MOSTRECENTJOB.L010_YrStrtMostRecJob
IF SecL.JOBHISTORY.MOSTRECENTJOB.L010_YrStrtMostRecJob = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL011 START WORK- AT AGE
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.MOSTRECENTJOB.L011_AgeStrtMostRecJo
(When did you start working for [that employer/yourself]?)
Year:
Or
Years ago:
Or
At age:
.................................................................................
3 26-37. Actual Value
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20550 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASSIGN: L012_YrMostRecJob := 0:{PREVIOUS ASK}
SecL.JOBHISTORY.MOSTRECENTJOB.L009_
IF NOT(SecL.JOBHISTORY.MOSTRECENTJOB.L009_ <> EMPTY) THEN
IF NOT(SecL.JOBHISTORY.MOSTRECENTJOB.L010_YrStrtMostRecJob <> EMPTY) THEN
IF NOT(SecL.JOBHISTORY.MOSTRECENTJOB.L011_AgeStrtMostRecJo <> EMPTY AND
(piSecAContinuInterviewA019_Rage > 0)) THEN
ASSIGN: L012_YrMostRecJob := L009_:{PREVIOUS ASK}
SecL.JOBHISTORY.MOSTRECENTJOB.L009_
IF SecL.JOBHISTORY.MOSTRECENTJOB.L009_ <> EMPTY THEN
ASSIGN: L012_YrMostRecJob := YEAR (SYSDATE) - (piSecAContinuInterviewA019_Rage
- L011_AgeStrtMostRecJo):{PREVIOUS ASK} SecL.JOBHISTORY.MOSTRECENTJOB.L009_
IF NOT(SecL.JOBHISTORY.MOSTRECENTJOB.L009_ <> EMPTY) THEN
IF NOT(SecL.JOBHISTORY.MOSTRECENTJOB.L010_YrStrtMostRecJob <> EMPTY) THEN
IF SecL.JOBHISTORY.MOSTRECENTJOB.L011_AgeStrtMostRecJo <> EMPTY AND
(piSecAContinuInterviewA019_Rage > 0) THEN
ASSIGN: L012_YrMostRecJob := YEAR (SYSDATE) - L010_YrStrtMostRecJob:{PREVIOUS
ASK} SecL.JOBHISTORY.MOSTRECENTJOB.L009_
IF NOT(SecL.JOBHISTORY.MOSTRECENTJOB.L009_ <> EMPTY) THEN
IF SecL.JOBHISTORY.MOSTRECENTJOB.L010_YrStrtMostRecJob <> EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL012 YR STARTED WORKING AT PREV JOB- CALC
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.MOSTRECENTJOB.L012_YrMostRecJob
*
.................................................................................
5 0. Did Not Answer NL009, NL010, NL011
215 1950-2013. Actual Value
8 9998. DK (Don't Know); NA (Not Ascertained)
3 9999. RF (Refused)
20323 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.MOSTRECENTJOB.L009_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL013M INDUSTRY - MASKED
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.MOSTRECENTJOB.L013_MostRecJobInd
What kind of [industry did you work in -- that is, what did your company do or
make? (What industry did you typically work in?)/business or industry did you
work in -- that is, what did they make or do at the place where you worked?]
User Note: Code categories have been collapsed to protect participant
confidentiality.
.................................................................................
1. Agriculture, Forestry, Fishing, and Hunting (017 - 029)
1 2. Mining (037 - 049)
3 3. Utilities (057 - 069)
20 4. Construction (077)
45 5. Manufacturing (continued) (107 - 399)
6 6. Wholesale Trade (407 - 459)
23 7. Retail Trade (467 - 579)
11 8. Transportation and Warehousing (607 - 639)
5 9. Information (647 - 679)
10 10. Finance and Insurance (687 - 699)
6 11. Real Estate and Rental and Leasing (707 - 719)
13 12. Professional, Scientific, and Technical Services (727 - 749)
10 13. Management, Administrative and Support, and Waste (757 -
10 14. Educational Services (786 - 789)
35 15. Health Care and Social Assistance (797 - 847)
2 16. Arts, Entertainment, and Recreation (856 - 859)
6 17. Accommodations and Food Services (866 - 869)
6 18. Other Services (Except Public Administration) (877 - 929)
11 19. Public Administration and Active Duty Military (937 - 987)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20331 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.MOSTRECENTJOB.L013_MostRecJobInd
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL015M TYPE WRK DONE - MASKED
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.MOSTRECENTJOB.L015_
What sort of work did you do? (Tell me a little more about what you did.)
User Note: Code categories have been collapsed to protect participant
confidentiality.
.................................................................................
27 1. Management Occupations (010 - 043)
10 2. Business and Financial Operations Occupations (050 - 095)
4 3. Computer and mathematical occupations (100 - 124)
8 4. Architecture and Engineering Occupations (130 - 156)
1 5. Life, Physical, and Social Science Occupations (160 - 196)
6. Community and Social Service Occupations (200 - 206)
2 7. Legal Occupations (210 - 216)
5 8. Education, Training, and Library Occupations (220 - 255)
3 9. Arts, Design, Entertainment, Sports, and Media Occupations
(260 - 296)
15 10. Healthcare Practitioners and Technical Occupations (300 -
354)
5 11. Healthcare Support Occupations (360 - 365)
5 12. Protective Service Occupations (370 - 395)
3 13. Food Preparation and Serving Related Occupations (400 - 416)
6 14. Building and Grounds Cleaning and Maintenance Occupations
(420 - 425)
1 15. Personal Care and Service Occupations (430 - 465)
24 16. Sales and Related Occupations (470 - 496)
39 17. Office and Administrative Support Occupations (500 - 594)
18. Farming, Fishing, and Forestry Occupations (600 - 613)
14 19. Construction and Extraction Occupations (620 - 694)
9 20. Installation, Maintenance, and Repair Occupations (700 -
763)
23 21. Production Occupations (770 - 896)
15 22. Transportation and Material Moving Occupations (900 - 975)
4 23. Military Specific Occupations (980 - 983)
99. Not Ascertained (DK/RF)
20331 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.MOSTRECENTJOB.L015_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL016 LEFT EMPLOYER-YR
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.MOSTRECENTJOB.L016_YrLeftRecJob
When did you [leave that employer/stop working for yourself]?
Year:
Or
Years ago:
Or
At age:
.................................................................................
206 1967-2012. Actual Value
10 9998. DK (Don't Know); NA (Not Ascertained)
2 9999. RF (Refused)
20336 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.MOSTRECENTJOB.L016_YrLeftRecJob
IF SecL.JOBHISTORY.MOSTRECENTJOB.L016_YrLeftRecJob = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL017 LEFT EMPLOYER-YRS AGO
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.MOSTRECENTJOB.L017_YrsAgoLRecJob
(When did you [leave that employer/stop working for yourself]?)
Year:
Or
Years ago:
Or
At age:
.................................................................................
2 6-10. Actual Value
2 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20550 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.MOSTRECENTJOB.L017_YrsAgoLRecJob
IF SecL.JOBHISTORY.MOSTRECENTJOB.L017_YrsAgoLRecJob = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL018 LEFT EMPLOYER- AT AGE
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.MOSTRECENTJOB.L018_AgeLeftRecJob
(When did you [leave that employer/stop working for yourself]?)
Year:
Or
Years ago:
Or
At age:
.................................................................................
3 31-47. Actual Value
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20550 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASSIGN: L019_LftRecJobCalcYr := 0:{PREVIOUS ASK}
SecL.JOBHISTORY.MOSTRECENTJOB.L016_YrLeftRecJob
IF NOT(SecL.JOBHISTORY.MOSTRECENTJOB.L016_YrLeftRecJob <> EMPTY) THEN
IF NOT(SecL.JOBHISTORY.MOSTRECENTJOB.L017_YrsAgoLRecJob <> EMPTY) THEN
IF NOT(SecL.JOBHISTORY.MOSTRECENTJOB.L018_AgeLeftRecJob <> EMPTY) THEN
ASSIGN: L019_LftRecJobCalcYr := L016_YrLeftRecJob:{PREVIOUS ASK}
SecL.JOBHISTORY.MOSTRECENTJOB.L016_YrLeftRecJob
IF SecL.JOBHISTORY.MOSTRECENTJOB.L016_YrLeftRecJob <> EMPTY THEN
ASSIGN: L019_LftRecJobCalcYr := YEAR (SYSDATE) -
(piSecAContinuInterviewA019_Rage - L018_AgeLeftRecJob):{PREVIOUS ASK}
SecL.JOBHISTORY.MOSTRECENTJOB.L016_YrLeftRecJob
IF NOT(SecL.JOBHISTORY.MOSTRECENTJOB.L016_YrLeftRecJob <> EMPTY) THEN
IF NOT(SecL.JOBHISTORY.MOSTRECENTJOB.L017_YrsAgoLRecJob <> EMPTY) THEN
IF SecL.JOBHISTORY.MOSTRECENTJOB.L018_AgeLeftRecJob <> EMPTY THEN
ASSIGN: L019_LftRecJobCalcYr := YEAR (SYSDATE) - L017_YrsAgoLRecJob:{PREVIOUS
ASK} SecL.JOBHISTORY.MOSTRECENTJOB.L016_YrLeftRecJob
IF NOT(SecL.JOBHISTORY.MOSTRECENTJOB.L016_YrLeftRecJob <> EMPTY) THEN
IF SecL.JOBHISTORY.MOSTRECENTJOB.L017_YrsAgoLRecJob <> EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL019 YR R LAST WORKED AT PREV JOB- CALC
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.MOSTRECENTJOB.L019_LftRecJobCalcYr
*
.................................................................................
5 0. Did Not Answer NL016, NL017, NL018
214 1958-2013. Actual Value
10 9998. DK (Don't Know); NA (Not Ascertained)
2 9999. RF (Refused)
20323 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.MOSTRECENTJOB.L016_YrLeftRecJob
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL020 HRS WRKED PR WK
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecL.JOBHISTORY.MOSTRECENTJOB.L020_RecJobHRSWk
During your last full year at that job, how many hours a week did you usually
work?
Hours per week:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
216 8 140 44.47 14.03 20328
-----------------------------------------------------------------
8 998. DK (Don't Know); NA (Not Ascertained)
2 999. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.MOSTRECENTJOB.L020_RecJobHRSWk
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL021 WKS WRKED PR YR
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.MOSTRECENTJOB.L021_
IWER: READ slowly
Counting paid vacations as weeks of work, how many weeks did you work that year?
# Of weeks:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
211 2 52 48.89 8.07 20328
-----------------------------------------------------------------
13 98. DK (Don't Know); NA (Not Ascertained)
2 99. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.MOSTRECENTJOB.L021_
IF ((piL007_ <> SLFEMPD) AND (piHHX023_Cohort_V <> AHEAD)) AND
(piHHX023_Cohort_V <> CODA) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL096 SALARIED OR HOURLY-MOST RECENT JOB
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.MOSTRECENTJOB.L096_
Were you salaried on that job, paid by the hour, or what?
.................................................................................
86 1. SALARIED
111 2. HOURLY
2 3. PIECEWORK/COMMISSION
3 7. OTHER/COMBINATION
1 8. DK (Don't Know); NA (Not Ascertained)
2 9. RF (Refused)
20349 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.MOSTRECENTJOB.L021_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL022 EARNING IN LAST YR
Section: L Level: Respondent Type: Numeric Width: 9 Decimals: 2
Ref: SecL.JOBHISTORY.MOSTRECENTJOB.L022_
How much were you earning, before taxes and other deductions, that year?
IWER: If respondent was a teacher, record annual salary
IWER: If amount per hour, enter both dollars and cents
IWER: Use zero for none
Amount:
Per:
.................................................................................
184 0-600000. Actual Value
25 999998. DK (Don't Know); NA (Not Ascertained)
17 999999. RF (Refused)
20328 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.MOSTRECENTJOB.L022_
IF SecL.JOBHISTORY.MOSTRECENTJOB.L022_ <> NONRESPONSE AND
(SecL.JOBHISTORY.MOSTRECENTJOB.L022_ <> 0) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL023 EARNING IN LAST YR- PER
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.MOSTRECENTJOB.L023_
(How much were you earning, before taxes and other deductions, that year?)
IWER: PROBE if necessary: Was that per hour, week, month, or year?
IWER: If Respondent is a teacher, record annual salary
Amount: [EARNING IN LAST YR]
Per:
.................................................................................
58 1. HOUR
10 2. WEEK
2 3. EVERY TWO WEEKS/BI-WEEKLY
14 4. MONTH
5. TWICE A MONTH
97 6. YEAR
1 11. Day
1 97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20371 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.MOSTRECENTJOB.L022_
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA) THEN
IF piL007_ <> SLFEMPD THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL095 COVERED BY UNION ON JOB
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.MOSTRECENTJOB.L095_
Were you covered on that job by a union or employee-association contract?
.................................................................................
33 1. YES
166 5. NO
3 8. DK (Don't Know); NA (Not Ascertained)
3 9. RF (Refused)
20349 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.MOSTRECENTJOB.L022_
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL025M1 WHY LEFT EMPLOYER- 1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.MOSTRECENTJOB.L025M[1]
Why did you [stop working at this business?/leave that employer?]
IWER: ASK if necessary: (Did the business close, were you laid off or let go,
did you have poor health or a disability, did you leave to take care of family
members, did you quit, did you retire, did ownership of your employment change,
did your pension rules change, or what?)
IWER: ENTER all that apply
.................................................................................
24 1. BUSINESS CLOSED; business moved or sold
45 2. LAID OFF/LET GO; temporary or seasonal job ended; contract
over; lack of work/clients/customers; downsizing;
reorganization; change of political administration; employer
died/too sick
8 3. POOR HEALTH/DISABLED; poor mental health; R died; death;
surgery; injury; old age
10 4. FAMILY CARE; marriage; pregnancy; child care; husband's
wishes; wanted more time at home; to be with family
51 5. BETTER JOB; start own business; go to school/get more
training; make more money; work in family business; go into
military
32 6. QUIT; bored/burned out; didn't like job/wanted change; probs
with supervisor/co-workers; lack of pay/work
hours/promotion/benefits/help; dispute with employer; sexual
harassment; couldn't do work anymore; poor/dangerous working
conditions; too stressful
11 7. RETIRED
8 8. R (family) moved
11 9. OWNERSHIP CHANGED
1 10. PENSION RULES CHANGED
2 14. Divorce/Separation
2 16. Transportation; distance to work
2 24. Early retirement incentive/offer
1 94. Transferred; spouse transferred
7 95. R has not left/still has this job
7 97. OTHER (SPECIFY)
1 98. DK (Don't Know); NA (Not Ascertained)
2 99. RF (Refused)
20329 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.MOSTRECENTJOB.L022_
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL025M2 WHY LEFT EMPLOYER- 2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.MOSTRECENTJOB.L025M[2]
Why did you [stop working at this business?/leave that employer?]
IWER: ASK if necessary: (Did the business close, were you laid off or let go,
did you have poor health or a disability, did you leave to take care of family
members, did you quit, did you retire, did ownership of your employment change,
did your pension rules change, or what?)
IWER: ENTER all that apply
.................................................................................
1 1. BUSINESS CLOSED; business moved or sold
1 2. LAID OFF/LET GO; temporary or seasonal job ended; contract
over; lack of work/clients/customers; downsizing;
reorganization; change of political administration; employer
died/too sick
1 3. POOR HEALTH/DISABLED; poor mental health; R died; death;
surgery; injury; old age
2 4. FAMILY CARE; marriage; pregnancy; child care; husband's
wishes; wanted more time at home; to be with family
5 5. BETTER JOB; start own business; go to school/get more
training; make more money; work in family business; go into
military
7 6. QUIT; bored/burned out; didn't like job/wanted change; probs
with supervisor/co-workers; lack of pay/work
hours/promotion/benefits/help; dispute with employer; sexual
harassment; couldn't do work anymore; poor/dangerous working
conditions; too stressful
1 7. RETIRED
3 8. R (family) moved
9. OWNERSHIP CHANGED
10. PENSION RULES CHANGED
14. Divorce/Separation
1 16. Transportation; distance to work
24. Early retirement incentive/offer
94. Transferred; spouse transferred
95. R has not left/still has this job
1 97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20531 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.MOSTRECENTJOB.L022_
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL025M3 WHY LEFT EMPLOYER -3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.MOSTRECENTJOB.L025M[3]
Why did you [stop working at this business?/leave that employer?]
IWER: ASK if necessary: (Did the business close, were you laid off or let go,
did you have poor health or a disability, did you leave to take care of family
members, did you quit, did you retire, did ownership of your employment change,
did your pension rules change, or what?)
IWER: ENTER all that apply
.................................................................................
1. BUSINESS CLOSED; business moved or sold
1 2. LAID OFF/LET GO; temporary or seasonal job ended; contract
over; lack of work/clients/customers; downsizing;
reorganization; change of political administration; employer
died/too sick
3. POOR HEALTH/DISABLED; poor mental health; R died; death;
surgery; injury; old age
4. FAMILY CARE; marriage; pregnancy; child care; husband's
wishes; wanted more time at home; to be with family
5. BETTER JOB; start own business; go to school/get more
training; make more money; work in family business; go into
military
6. QUIT; bored/burned out; didn't like job/wanted change; probs
with supervisor/co-workers; lack of pay/work
hours/promotion/benefits/help; dispute with employer; sexual
harassment; couldn't do work anymore; poor/dangerous working
conditions; too stressful
7. RETIRED
8. R (family) moved
9. OWNERSHIP CHANGED
10. PENSION RULES CHANGED
14. Divorce/Separation
16. Transportation; distance to work
24. Early retirement incentive/offer
94. Transferred; spouse transferred
95. R has not left/still has this job
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.MOSTRECENTJOB.L022_
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL025M4 WHY LEFT EMPLOYER -4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.MOSTRECENTJOB.L025M[4]
Why did you [stop working at this business?/leave that employer?]
IWER: ASK if necessary: (Did the business close, were you laid off or let go,
did you have poor health or a disability, did you leave to take care of family
members, did you quit, did you retire, did ownership of your employment change,
did your pension rules change, or what?)
IWER: ENTER all that apply
.................................................................................
1. BUSINESS CLOSED; business moved or sold
2. LAID OFF/LET GO; temporary or seasonal job ended; contract
over; lack of work/clients/customers; downsizing;
reorganization; change of political administration; employer
died/too sick
3. POOR HEALTH/DISABLED; poor mental health; R died; death;
surgery; injury; old age
4. FAMILY CARE; marriage; pregnancy; child care; husband's
wishes; wanted more time at home; to be with family
5. BETTER JOB; start own business; go to school/get more
training; make more money; work in family business; go into
military
6. QUIT; bored/burned out; didn't like job/wanted change; probs
with supervisor/co-workers; lack of pay/work
hours/promotion/benefits/help; dispute with employer; sexual
harassment; couldn't do work anymore; poor/dangerous working
conditions; too stressful
7. RETIRED
8. R (family) moved
9. OWNERSHIP CHANGED
10. PENSION RULES CHANGED
14. Divorce/Separation
16. Transportation; distance to work
24. Early retirement incentive/offer
94. Transferred; spouse transferred
95. R has not left/still has this job
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.MOSTRECENTJOB.L022_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL027 INCLUDED IN PENSION PLAN
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.MOSTRECENTJOB.L027_
IF R IS SELF-EMPLOYED (L007=2):
Aside from IRAs not sponsored by your business or Keogh Plans, were you included
in a pension or retirement plan, or in any tax-deferred savings plan, through
your work when you worked for yourself?
OTHERWISE:
Were you included in a pension or retirement plan, or in any tax-deferred
savings plan, through your work when you worked for that employer?
IWER: If R mentions IRA or Social Security, note in comment box and say:
I will ask about these later in the interview. Here, I just want to find out
about other plans operated through your previous [business/employer].
.................................................................................
117 1. YES
104 5. NO
4 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
20328 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.L007_
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA) THEN
IF (SecL.JOBHISTORY.MOSTRECENTJOB.L027_ <> NO) AND
SecL.JOBHISTORY.MOSTRECENTJOB.L027_ <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL028 # PENSION PLANS
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.L028_RecJobNumPens
[Most Recent Employer]
In how many different pension plans were you included on this job?
1-8 plans
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
113 0 3 1.08 0.40 20438
-----------------------------------------------------------------
2 98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.L028_RecJobNumPens
IF SecL.JOBHISTORY.L028_RecJobNumPens = DONTKNOW THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL029 INCLUDED IN ONE OR MORE PENSION PLANS
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.L029_
[Most Recent Employer]
Is this just one plan or more than one?
.................................................................................
2 1. ONE PLAN
3. MORE THAN ONE
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20552 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASSIGN: L030ARecJobCntr := 1:{PREVIOUS ASK} SecL.JOBHISTORY.L029_
IF SecL.JOBHISTORY.L029_ = ONEPLAN THEN
ASSIGN: L030ARecJobCntr := 2:{PREVIOUS ASK} SecL.JOBHISTORY.L029_
IF NOT(SecL.JOBHISTORY.L029_ = ONEPLAN) THEN
IF SecL.JOBHISTORY.L029_ = MORETHANONE THEN
ASSIGN: L030ARecJobCntr := 4:{PREVIOUS ASK} SecL.JOBHISTORY.L029_
IF (SecL.JOBHISTORY.L028_RecJobNumPens <> 0) AND
(SecL.JOBHISTORY.L028_RecJobNumPens <> REFUSAL) THEN
IF NOT(SecL.JOBHISTORY.L028_RecJobNumPens IN [1 .. 4]) THEN
IF SecL.JOBHISTORY.L028_RecJobNumPens IN [5 .. 8] THEN
ASSIGN: L030ARecJobCntr := L028_RecJobNumPens:{PREVIOUS ASK}
SecL.JOBHISTORY.L029_
IF (SecL.JOBHISTORY.L028_RecJobNumPens <> 0) AND
(SecL.JOBHISTORY.L028_RecJobNumPens <> REFUSAL) THEN
IF SecL.JOBHISTORY.L028_RecJobNumPens IN [1 .. 4] THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL030 EMPLOYER PENSION COUNTER
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.L030ARecJobCntr
*
.................................................................................
102 1. One
8 2. Two
2 3. Three
4. Four
20442 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.L028_RecJobNumPens
IF SecL.JOBHISTORY.L030ARecJobCntr <> EMPTY THEN
IF (SecL.JOBHISTORY.i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW082A CERTAINTY ABOUT THE PLAN NAME-BRIEF -1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].W082APlanType
[Employer Name]
[I would like to know what has happened with the plan (from [Job Name] where you
worked [Job Date Range])/I would like to know what has happened with (the
plan/the most important of those plans) (from [Job Name] where you worked [Job
Date Range])/I would like to know what has happened with (the plan/the (next)
most important of those plans) (from [Job Name] where you worked [Job Date
Range]]. [First, what kind of plan was this?]
[(]Was it a 401(k), a Supplemental Retirement Account (SRA), defined benefit,
defined contribution, or what?[)]
(What did your former employer call it?)
.................................................................................
62 1. 401K PLAN
5 2. SUPPLEMENTAL RETIREMENT ACCOUNT (SRA)
11 3. DEFINED BENEFIT PLAN
7 4. DEFINED CONTRIBUTION PLAN
5. 401A PLAN
2 6. 403B PLAN
7. 457 PLAN
8. THRIFT/SAVINGS PLAN (TSP)
9. PROFIT-SHARING PLAN
10. EMPLOYEE STOCK OWNERSHIP PLAN (ESOP)
11. MONEY PURCHASE PLAN
12. PORTABLE CASH OPTION PLAN
13. EMPLOYEE STOCK PURCHASE PLAN (ESPP)
1 14. SEP OR SIMPLE PLAN
15. COMBINATION PLAN
16. CASH BALANCE PLAN
1 95. IRA/Keogh mentioned
1 96. Not a pension; health savings account/medical plan/flexible
spending account/disability mentioned
5 97. OTHER (SPECIFY)
17 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20442 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W082APlanType
IF SecL.JOBHISTORY.PENSIONLOOP3SECL.piWhichSection <> 5 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW001A TYPE OF PENSION PLAN-MOST RECENT-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].W001A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[(]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.[)]
[What type of plan was your [Plan Name] (plan)?/Was this [Plan Name] (plan) a
defined benefit formula type or a defined contribution account type plan?]
IWER: Read as necessary: Defined Contribution plans include 401-K, 403-B, ESOP,
SRA, thrift/savings, stock/profit sharing, and money purchase plans.
IWER: If R has multiple plans of different types, record them as separate plans
rather than combining them as ’both’
.................................................................................
29 1. DEFINED BENEFIT (FORMULA)
56 2. DEFINED CONTRIBUTION (ACCOUNT)
8 3. BOTH TYPES
17 8. DK (Don't Know); NA (Not Ascertained)
2 9. RF (Refused)
20442 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW087A CONSISTENCY -1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].W087_Consistency
*
.................................................................................
10 1. TYPE A CONSISTENT
51 2. TYPE B CONSISTENT
3. CASH BALANCE
49 4. INCONSISTENT
20444 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W082APlanType
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W001A <> REFUSAL THEN
IF ((piWhichSection <> 5) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE
<> EXTSPN)) OR (piWhichSection = 1))) AND (W001A <> DONTKNOW) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW085A CERTAINTY ABOUT TYPE OF PLAN -1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].W085A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Sometimes people are not sure about the type of retirement plans they have. We
are interested in how certain you are about the type of plans you had on that
job. Are you very certain, somewhat certain or not certain at all that you
actually had (a) [TYPE OF PENSION PLAN]
.................................................................................
48 1. VERY CERTAIN
32 2. SOMEWHAT CERTAIN
13 3. NOT CERTAIN AT ALL
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20461 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W085A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW034A NUMBER OF YEARS IN PLAN -1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].W034A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How many years altogether were you included in this plan?
IWER: INCLUDE years with other employers if same plan
IWER: ROUND the value to the nearest year
0-50 years
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
92 1 32 11.57 7.43 20461
-----------------------------------------------------------------
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W082APlanType
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W001A <> REFUSAL THEN
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NO) AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NONRESPONSE THEN
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL.TYPES.piWhichSection <> 5) AND
(piW087_Consistency <> TYPEACONSISTENT) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW002A AMOUNT IN PENS WHEN LEFT-B -1
Section: L Level: Respondent Type: Numeric Width: 7 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W002A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[For the part of your pension where money is accumulated in an account, how
/How] much money was in your account when you left that [business/employer/job]?
IWER: If R says 'does not have an account', enter [9999996]
IWER: Do not probe DK/RF
Amount:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
60 200 1000000 78920.57 145425.62 20454
-----------------------------------------------------------------
1 9999996. R DOES NOT HAVE AN ACCOUNT
33 9999998. DK (Don't Know); NA (Not Ascertained)
6 9999999. RF (Refused)
==========================================================================================
NLW003A AMOUNT IN PENSION WHEN LEFT-B - MIN -1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W003A
Did it amount to a total of less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $5,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
RANDOM ENTRY POINT ASSIGNMENT [1 ($20,000)] or [{NOT 1} ($50,000)] AT X503
.................................................................................
22 0. Value of Breakpoint
7 5001. Value of Breakpoint
1 20000. Value of Breakpoint
4 20001. Value of Breakpoint
2 50000. Value of Breakpoint
1 50001. Value of Breakpoint
2 150001. Value of Breakpoint
20515 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW004A AMOUNT IN PENSION WHEN LEFT-B - MAX -1
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W004A
*
.................................................................................
2 4999. Value of Breakpoint
8 19999. Value of Breakpoint
1 20000. Value of Breakpoint
5 49999. Value of Breakpoint
2 50000. Value of Breakpoint
21 99999996. Greater than Maximum Breakpoint
20515 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW005A AMOUNT IN PENSION WHEN LEFT-B - RESULT -1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W005A
*
.................................................................................
15 98. DK (Don't Know); NA (Not Ascertained)
6 99. RF (Refused)
20533 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W082APlanType
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W001A <> REFUSAL THEN
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NO) AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW097AM1 DISPOSITION OF PENSION-B -1 -1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W097B[1]
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[What happened to your benefits or pension account from/When you retired, what
did you do with/When you left that [business/employer], what did you do with]
that plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, [did you transfer it to a
new employer,/did you lose your benefits,] did you receive or are you receiving
one or more installments or irregular payments, or what?)
IWER: Do not probe but choose all that apply and ask all appropriate follow-up
questions
.................................................................................
27 1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
24 2. ROLLED OVER INTO IRA
26 3. LEFT IN THE PLAN
1 4. CONVERT TO/PURCHASED ANNUITY
7 5. TRANSFERRED TO NEW EMPLOYER
2 6. LOST BENEFITS
2 7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
15 8. RECEIVING BENEFITS NOW
9. CONTINUED COLLECTING
2 10. EXPECTING FUTURE BENEFITS
3 97. OTHER (SPECIFY)
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20444 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W082APlanType
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W001A <> REFUSAL THEN
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NO) AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW097AM2 DISPOSITION OF PENSION-B -1 -2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W097B[2]
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[What happened to your benefits or pension account from/When you retired, what
did you do with/When you left that [business/employer], what did you do with]
that plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, [did you transfer it to a
new employer,/did you lose your benefits,] did you receive or are you receiving
one or more installments or irregular payments, or what?)
IWER: Do not probe but choose all that apply and ask all appropriate follow-up
questions
.................................................................................
1 1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
1 2. ROLLED OVER INTO IRA
3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
1 8. RECEIVING BENEFITS NOW
9. CONTINUED COLLECTING
10. EXPECTING FUTURE BENEFITS
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20551 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W082APlanType
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W001A <> REFUSAL THEN
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NO) AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW097AM3 DISPOSITION OF PENSION-B -1 -3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W097B[3]
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[What happened to your benefits or pension account from/When you retired, what
did you do with/When you left that [business/employer], what did you do with]
that plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, [did you transfer it to a
new employer,/did you lose your benefits,] did you receive or are you receiving
one or more installments or irregular payments, or what?)
IWER: Do not probe but choose all that apply and ask all appropriate follow-up
questions
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
9. CONTINUED COLLECTING
10. EXPECTING FUTURE BENEFITS
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF NOT (WITHDREWTHEMONEY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)
AND NOT (LOSTBENEFITS IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW065A ALLOWED LUMP SUM PAYMENT-TYPE B -1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W065A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Could you have taken benefits as a cash settlement or a lump-sum payment?
.................................................................................
36 1. YES
38 5. NO
7 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20473 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(INSTALLMENTS IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF ((SecL.JOBHISTORY.PENSIONLOOP3SECL.TYPES.piWhichSection <> 5) AND
((W097B.CARDINAL <> 1) OR NOT (SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W002A
> 0))) AND (LEFTTOACCUMULATE IN
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW008A AMOUNT LEFT IN OLD ACCOUNT-B -1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W008A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much money did you leave in the old plan?
Amount:
.................................................................................
2 50000-200000. Actual Value
9 999998. DK (Don't Know); NA (Not Ascertained)
3 999999. RF (Refused)
20540 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(INSTALLMENTS IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF INSTALLMENTS IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW063A TYPE B PENSION TOTAL AMT RECEIVED IN INSTALLMENTS -1
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W063A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much money in total did you receive in installments or irregular payments in
the last calendar year?
Amount:
.................................................................................
1 0. Actual Value
1 99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
20552 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(INSTALLMENTS IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL.TYPES.piWhichSection = 5) OR
((piW087_Consistency <> TYPEACONSISTENT) AND
(SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W002A <> -2)) THEN
IF LEFTTOACCUMULATE IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW009A AMOUNT IN PENSION NOW-B -1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W009A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much is in that account now?
IWER: Do not probe DK/RF
Amount:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
14 0 408000 52382.14 105973.39 20529
-----------------------------------------------------------------
8 999998. DK (Don't Know); NA (Not Ascertained)
3 999999. RF (Refused)
==========================================================================================
NLW010A AMOUNT IN PENSION NOW-B - MIN -1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W010A
Did it amount to a total of less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $10,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
RANDOM ENTRY POINT ASSIGNMENT [1 ($20,000)] or [{NOT 1} ($50,000)] AT X504
.................................................................................
6 0. Value of Breakpoint
1 10001. Value of Breakpoint
1 20001. Value of Breakpoint
2 50000. Value of Breakpoint
20544 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW011A AMOUNT IN PENSION NOW-B - MAX -1
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W011A
*
.................................................................................
1 19999. Value of Breakpoint
1 49999. Value of Breakpoint
2 50000. Value of Breakpoint
6 99999996. Greater than Maximum Breakpoint
20544 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW012A AMOUNT IN PENSION NOW-B - RESULT -1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W012A
*
.................................................................................
1 97. Data Not Available
3 98. DK (Don't Know); NA (Not Ascertained)
3 99. RF (Refused)
20547 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF (NOT (RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) AND NOT
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)) OR
(CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW013A AMOUNT CONVERTED TO ANNUITY-B -1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W013A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much did you (convert to/purchase as) an annuity?
Amount:
.................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
1 999999. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF (CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) AND
(W097B.CARDINAL = 1) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW108A STARTED RECEIVING ANNUITY -1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W108A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Have you started receiving benefits from this annuity?
.................................................................................
1. YES
1 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF (RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W108A = YES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW014A AGE WHEN ANNUITY STARTED-B -1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W014A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How old were you when you started receiving benefits?
IWER: If R mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months
50-80 Age
.................................................................................
16 34-65. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20538 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W014A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W014A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW086A AGE -1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W086A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: If R reports AGE and months, enter number of months
IWER: If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W014A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW015A AMOUNT OF ANNUITY-B -1
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W015A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much are the benefits per month or year?
IWER: If benefits have not yet started, record what benefits will be
Amount:
Per:
.................................................................................
10 181-15000. Actual Value
3 99998. DK (Don't Know); NA (Not Ascertained)
3 99999. RF (Refused)
20538 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W015A
IF ((SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W015A <> 0) AND
(SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W015A <> DONTKNOW)) AND
(SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W015A <> REFUSAL) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW016A AMOUNT OF ANNUITY PER-B -1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W016A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: PROBE if necessary: Is that per month or year?
Amount: $[AMOUNT OF ANNUITY-B]
Per:
.................................................................................
8 4. MONTH
2 6. YEAR
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20544 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W016A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW028A ADJUSTED FOR COST OF LIVING -1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W028A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Are the benefits adjusted for changes in the cost of living?
.................................................................................
5 1. YES
5 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20544 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W028A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W028A = YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW059A BENEFITS AUTOMATICALLY ADJUSTED-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W059A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Are the benefits adjusted automatically?
.................................................................................
5 1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20549 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W015A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW049A ANNUITY BENEFITS DURATION -1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W049A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Will this payment continue [only] as long as you live, [as long as either you or
your [husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
12 1. AS LONG AS R LIVES
3 2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
1 7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20538 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W050S
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W049A = FORAFIXEDTIME THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW051A ANNUITY BENEFITS-UNTIL YR -1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W051A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W051A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W051A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW052A ANNUITY BENEFITS-UNTIL AGE -1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W052A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W052A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W051A = EMPTY AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W052A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW053A ANNUITY BENEFITS-YEARS -1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W053A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF ((piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss =
PARTNERED_VOL)) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW054A SPP DIE WILL ANNUITY INCOME -1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W054A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
If you or your [husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
12 1. CHANGE
2 3. STAY THE SAME
7. OTHER(SPECIFY)
2 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20538 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ROLLEDOVERINTOIRA IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW018A AMOUNT OF PENSION ROLLOVER-B -1
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W018A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much did the rollover amount to?
Amount:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
21 3500 1000000 125507.29 213198.73 20529
-----------------------------------------------------------------
2 99999998. DK (Don't Know); NA (Not Ascertained)
2 99999999. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF (TRANSFERREDTONEWEMPLOYER IN
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW019A AMOUNT OF TRANSFER-B -1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W019A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much did the transfer amount to?
Amount:
.................................................................................
5 5000-170000. Actual Value
1 999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20548 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF WITHDREWTHEMONEY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW056A HOW MUCH MONEY WITHDRAWN -1
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W056A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much money did you withdraw or how much was the lump sum or cash settlement
you received?
Amount:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
20 300 45000 15497.75 13874.98 20527
-----------------------------------------------------------------
6 99998. DK (Don't Know); NA (Not Ascertained)
1 99999. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W056A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW057A WHAT DONE WITH MONEY WITHDRAWN -1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W057A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What did you do with the money?
.................................................................................
2 1. BOUGHT DURABLES
14 2. SPENT IT
5 3. SAVED/INVESTED
6 4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20526 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF (EXPECTFUTUREBENEFITS IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)
AND ((piSecAStartInterviewA009_SelfPrxy = SLF)) THEN
IF NOT (RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) AND NOT
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW035A AGE EXPECT TO REC BENEFITS -1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W035A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
IWER: If R mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months
40-94 age
96 Already receiving benefits
.................................................................................
1 62. Actual Value
96. ALREADY RECEIVING BENEFITS
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W035A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W035A <> NONRESPONSE THEN
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W035A <> 96 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW098A AGE EXPECT TO REC BENEFITS MNTHS -1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W098A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: If R reports AGE and months, enter number of months
IWER: If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W098A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW036A FORM OF EXPECTED BENEFITS -1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W036A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
.................................................................................
1. PERCENT OF PAY
1 2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W036A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W036A = LUMPSUM THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW041A EXPECTED BENEFITS-LUMP SUM -1
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W041A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: ENTER lump sum amount
Amount:
.................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W041A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W036A <> NONRESPONSE THEN
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W036A = PERCENTOFPAY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW037A EXPECTED BENEFIT-PCT FINAL PAY-A -1
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W037A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: ENTER percent of final pay
1-100 percent
Percent:
.................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W037A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W036A = AMOUNTPERMONTHYEAR THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW038A AMOUNT OF EXPECTED BENEFITS -1
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W038A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: PROBE if necessary: How much do you expect to receive?
IWER: Do not probe DK/RF
Amount:
Per:
.................................................................................
1 99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NL133A AMT OF EXPECTED BENEFITS-MIN -1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.J133_
Did it amount to a total of less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $500, $1,000, $2,000, $3,000
RANDOM ENTRY POINTS: $1,000, $2,000
RANDOM ENTRY POINT ASSIGNMENT [1 ($1,000)] or [{NOT 1} ($2,000)] AT X507
.................................................................................
1 0. Value of Breakpoint
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NL134A AMOUNT OF EXPECTED BENEFITS - MAX -1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.J134_
*
.................................................................................
1 499. Value of Breakpoint
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NL135A AMOUNT OF EXPECTED BENEFITS - RESULT -1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.J135_
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W038A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W038A <> EMPTY AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W038A <> NONRESPONSE THEN
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W038A <> 0 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW039A EXPECTED BENEFITS PER -1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W039A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: PROBE if necessary: Is that per month or year?
Amount: [AMOUNT OF EXPECTED BENEFITS]
Per:
.................................................................................
4. MONTH
6. YEAR
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W041A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W036A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW089A ANNUITY BENEFITS DURATION -1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W089A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Will this payment continue [only] as long as you live, [as long as either you or
your [husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
1. AS LONG AS R LIVES
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
1 3. FOR A FIXED TIME PERIOD
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W090S
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W089A = FORAFIXEDTIME THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW091A ANNUITY BENEFITS-UNTIL YR -1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W091A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W091A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W091A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW092A ANNUITY BENEFITS-UNTIL AGE -1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W092A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W092A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W091A = EMPTY AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W092A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW093A ANNUITY BENEFITS-YEARS -1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W093A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W089A
IF ((piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss =
PARTNERED_VOL)) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW094A SPP DIE WILL ANNUITY INCOME -1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W094A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
If you or your [husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
1. CHANGE
1 3. STAY THE SAME
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ((SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W041A = EMPTY AND
((piSecAStartInterviewA009_SelfPrxy = SLF))) AND ((EXPECTFUTUREBENEFITS IN
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR (RECEIVING IN
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B))) AND (LEFTTOACCUMULATE IN
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW096A PLAN MONEY SAME AS BENEFITS -1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].TYPES.W096A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[You mentioned that you left money in this plan and you expect future benefits
from this plan. Is the money you reported leaving in the plan the same as the
money that will finance your future benefits?/You mentioned that you left money
in this plan and you are currently receiving benefits from this plan. Is the
money you reported leaving in the plan the same as the money financing the
benefits you are drawing from?]
.................................................................................
1. NO, DIFFERENT MONEY
2. YES, THE SAME MONEY
3. YES, PARTLY THE SAME
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W082APlanType
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W001A <> REFUSAL THEN
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NO) AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW042A EARLIEST AGE LEAVE/REC PENS-MOST REC-1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].W042EarlyAgeRecPen
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is the earliest age at which you could have left that job and begun to
receive pension benefits from this plan?
IWER: If R mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months
30-80 age
95 No age requirement
.................................................................................
79 37-70. Actual Value
6 95. NO AGE REQUIREMENT
25 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20444 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W042EarlyAgeRecPen
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W042EarlyAgeRecPen <> 95) AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W042EarlyAgeRecPen <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW077A EARLIEST AGE LEAVE/REC PENSION-MONTHS -1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[1].W077_
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: If R reports AGE and months, enter number of months
IWER: If R did not mention months, press [ENTER] to continue
.................................................................................
11 1-6. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20543 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.L028_RecJobNumPens
IF SecL.JOBHISTORY.L030ARecJobCntr <> EMPTY THEN
IF (SecL.JOBHISTORY.i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW082B CERTAINTY ABOUT THE PLAN NAME-BRIEF -2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].W082APlanType
[Employer Name]
[I would like to know what has happened with the plan (from [Job Name] where you
worked [Job Date Range])/I would like to know what has happened with (the
plan/the most important of those plans) (from [Job Name] where you worked [Job
Date Range])/I would like to know what has happened with (the plan/the (next)
most important of those plans) (from [Job Name] where you worked [Job Date
Range]]. [First, what kind of plan was this?]
[(]Was it a 401(k), a Supplemental Retirement Account (SRA), defined benefit,
defined contribution, or what?[)]
(What did your former employer call it?)
.................................................................................
1 1. 401K PLAN
1 2. SUPPLEMENTAL RETIREMENT ACCOUNT (SRA)
2 3. DEFINED BENEFIT PLAN
2 4. DEFINED CONTRIBUTION PLAN
5. 401A PLAN
6. 403B PLAN
7. 457 PLAN
1 8. THRIFT/SAVINGS PLAN (TSP)
9. PROFIT-SHARING PLAN
1 10. EMPLOYEE STOCK OWNERSHIP PLAN (ESOP)
11. MONEY PURCHASE PLAN
12. PORTABLE CASH OPTION PLAN
13. EMPLOYEE STOCK PURCHASE PLAN (ESPP)
14. SEP OR SIMPLE PLAN
15. COMBINATION PLAN
16. CASH BALANCE PLAN
95. IRA/Keogh mentioned
96. Not a pension; health savings account/medical plan/flexible
spending account/disability mentioned
1 97. OTHER (SPECIFY)
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20544 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W082APlanType
IF SecL.JOBHISTORY.PENSIONLOOP3SECL.piWhichSection <> 5 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW001B TYPE OF PENSION PLAN-MOST RECENT-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].W001A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[(]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.[)]
[What type of plan was your [Plan Name] (plan)?/Was this [Plan Name] (plan) a
defined benefit formula type or a defined contribution account type plan?]
IWER: Read as necessary: Defined Contribution plans include 401-K, 403-B, ESOP,
SRA, thrift/savings, stock/profit sharing, and money purchase plans.
IWER: If R has multiple plans of different types, record them as separate plans
rather than combining them as ’both’
.................................................................................
3 1. DEFINED BENEFIT (FORMULA)
6 2. DEFINED CONTRIBUTION (ACCOUNT)
3. BOTH TYPES
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20544 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW087B CONSISTENCY -2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].W087_Consistency
*
.................................................................................
2 1. TYPE A CONSISTENT
5 2. TYPE B CONSISTENT
3. CASH BALANCE
3 4. INCONSISTENT
20544 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W082APlanType
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W001A <> REFUSAL THEN
IF ((piWhichSection <> 5) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE
<> EXTSPN)) OR (piWhichSection = 1))) AND (W001A <> DONTKNOW) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW085B CERTAINTY ABOUT TYPE OF PLAN -2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].W085A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Sometimes people are not sure about the type of retirement plans they have. We
are interested in how certain you are about the type of plans you had on that
job. Are you very certain, somewhat certain or not certain at all that you
actually had (a) [TYPE OF PENSION PLAN]
.................................................................................
3 1. VERY CERTAIN
5 2. SOMEWHAT CERTAIN
1 3. NOT CERTAIN AT ALL
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20545 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W085A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW034B NUMBER OF YEARS IN PLAN -2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].W034A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How many years altogether were you included in this plan?
IWER: INCLUDE years with other employers if same plan
IWER: ROUND the value to the nearest year
0-50 years
.................................................................................
9 2-19. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20545 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W082APlanType
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W001A <> REFUSAL THEN
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NO) AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NONRESPONSE THEN
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL.TYPES.piWhichSection <> 5) AND
(piW087_Consistency <> TYPEACONSISTENT) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW002B AMOUNT IN PENS WHEN LEFT-B -2
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W002A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[For the part of your pension where money is accumulated in an account, how
/How] much money was in your account when you left that [business/employer/job]?
IWER: If R says 'does not have an account', enter [99996]
IWER: Do not probe DK/RF
Amount:
.................................................................................
5 0-12000. Actual Value
99996. R DOES NOT HAVE AN ACCOUNT
3 99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20546 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW003B AMOUNT IN PENSION WHEN LEFT-B - MIN -2
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W003A
Did it amount to a total of less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $5,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
RANDOM ENTRY POINT ASSIGNMENT [1 ($20,000)] or [{NOT 1} ($50,000)] AT X503
.................................................................................
3 0. Value of Breakpoint
20551 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW004B AMOUNT IN PENSION WHEN LEFT-B - MAX -2
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W004A
*
.................................................................................
3 99999996. Greater than Maximum Breakpoint
20551 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW005B AMOUNT IN PENSION WHEN LEFT-B - RESULT -2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W005A
*
.................................................................................
3 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20551 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W082APlanType
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W001A <> REFUSAL THEN
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NO) AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW097BM1 DISPOSITION OF PENSION-B -2 -1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W097B[1]
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[What happened to your benefits or pension account from/When you retired, what
did you do with/When you left that [business/employer], what did you do with]
that plan?]
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, [did you transfer it to a
new employer,/did you lose your benefits,] did you receive or are you receiving
one or more installments or irregular payments, or what?)
IWER: Do not probe but choose all that apply and ask all appropriate follow-up
questions
.................................................................................
1 1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
8 3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
9. CONTINUED COLLECTING
10. EXPECTING FUTURE BENEFITS
97. OTHER (SPECIFY)
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20544 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W082APlanType
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W001A <> REFUSAL THEN
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NO) AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW097BM2 DISPOSITION OF PENSION-B -2 -2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W097B[2]
EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[What happened to your benefits or pension account from/When you retired, what
did you do with/When you left that [business/employer], what did you do with]
that plan?]
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, [did you transfer it to a
new employer,/did you lose your benefits,] did you receive or are you receiving
one or more installments or irregular payments, or what?)
IWER: Do not probe but choose all that apply and ask all appropriate follow-up
questions
.................................................................................
1 1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
9. CONTINUED COLLECTING
10. EXPECTING FUTURE BENEFITS
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W082APlanType
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W001A <> REFUSAL THEN
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NO) AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW097BM3 DISPOSITION OF PENSION-B -2 -3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W097B[3]
EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[What happened to your benefits or pension account from/When you retired, what
did you do with/When you left that [business/employer], what did you do with]
that plan?]
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, [did you transfer it to a
new employer,/did you lose your benefits,] did you receive or are you receiving
one or more installments or irregular payments, or what?)
IWER: Do not probe but choose all that apply and ask all appropriate follow-up
questions
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
9. CONTINUED COLLECTING
10. EXPECTING FUTURE BENEFITS
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF NOT (WITHDREWTHEMONEY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)
AND NOT (LOSTBENEFITS IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW065B ALLOWED LUMP SUM PAYMENT-TYPE B -2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W065A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Could you have taken benefits as a cash settlement or a lump-sum payment?
.................................................................................
4 1. YES
3 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20546 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(INSTALLMENTS IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF ((SecL.JOBHISTORY.PENSIONLOOP3SECL.TYPES.piWhichSection <> 5) AND
((W097B.CARDINAL <> 1) OR NOT (SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W002A
> 0))) AND (LEFTTOACCUMULATE IN
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW008B AMOUNT LEFT IN OLD ACCOUNT-B -2
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W008A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much money did you leave in the old plan?
Amount:
.................................................................................
2 0-75000. Actual Value
3 99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20549 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(INSTALLMENTS IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF INSTALLMENTS IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW063B TYPE B PENSION TOTAL AMT RECEIVED IN INSTALLMENTS -2
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W063A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much money in total did you receive in installments or irregular payments in
the last calendar year?
Amount:
.................................................................................
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(INSTALLMENTS IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL.TYPES.piWhichSection = 5) OR
((piW087_Consistency <> TYPEACONSISTENT) AND
(SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W002A <> -2)) THEN
IF LEFTTOACCUMULATE IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW009B AMOUNT IN PENSION NOW-B -2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W009A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much is in that account now?
IWER: Do not probe DK/RF
Amount:
.................................................................................
4 0-8500. Actual Value
1 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20549 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW010B AMOUNT IN PENSION NOW-B - MIN -2
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W010A
Did it amount to a total of less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $10,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
RANDOM ENTRY POINT ASSIGNMENT [1 ($20,000)] or [{NOT 1} ($50,000)] AT X504
.................................................................................
1 20001. Value of Breakpoint
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW011B AMOUNT IN PENSION NOW-B - MAX -2
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W011A
*
.................................................................................
1 99999996. Greater than Maximum Breakpoint
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW012B AMOUNT IN PENSION NOW-B - RESULT -2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W012A
*
.................................................................................
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF (NOT (RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) AND NOT
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)) OR
(CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW013B AMOUNT CONVERTED TO ANNUITY-B -2
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W013A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much did you (convert to/purchase as) an annuity?
Amount:
.................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF (CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) AND
(W097B.CARDINAL = 1) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW108B STARTED RECEIVING ANNUITY -2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W108A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Have you started receiving benefits from this annuity?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF (RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W108A = YES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW014B AGE WHEN ANNUITY STARTED-B -2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W014A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How old were you when you started receiving benefits?
IWER: If R mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months
50-80 Age
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W014A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W014A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW086B AGE-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W086A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: If R reports AGE and months, enter number of months
IWER: If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W014A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW015B AMOUNT OF ANNUITY-B -2
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W015A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much are the benefits per month or year?
IWER: If benefits have not yet started, record what benefits will be
Amount:
Per:
.................................................................................
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W015A
IF ((SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W015A <> 0) AND
(SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W015A <> DONTKNOW)) AND
(SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W015A <> REFUSAL) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW016B AMOUNT OF ANNUITY PER-B -2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W016A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: PROBE if necessary: Is that per month or year?
Amount: $[AMOUNT OF ANNUITY-B]
Per:
.................................................................................
4. MONTH
6. YEAR
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W016A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW028B ADJUSTED FOR COST OF LIVING -2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W028A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Are the benefits adjusted for changes in the cost of living?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W028A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W028A = YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW059B BENEFITS AUTOMATICALLY ADJUSTED-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W059A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Are the benefits adjusted automatically?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W015A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW049B ANNUITY BENEFITS DURATION -2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W049A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Will this payment continue [only] as long as you live, [as long as either you or
your [husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
1. AS LONG AS R LIVES
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W050S
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W049A = FORAFIXEDTIME THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW051B ANNUITY BENEFITS-UNTIL YR -2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W051A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W051A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W051A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW052B ANNUITY BENEFITS-UNTIL AGE -2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W052A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W052A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W051A = EMPTY AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W052A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW053B ANNUITY BENEFITS-YEARS -2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W053A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF ((piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss =
PARTNERED_VOL)) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW054B SPP DIE WILL ANNUITY INCOME -2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W054A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
If you or your [husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
1. CHANGE
3. STAY THE SAME
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ROLLEDOVERINTOIRA IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW018B AMOUNT OF PENSION ROLLOVER-B -2
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W018A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much did the rollover amount to?
Amount:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF (TRANSFERREDTONEWEMPLOYER IN
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW019B AMOUNT OF TRANSFER-B -2
Section: L Level: Respondent Type: Numeric Width: 7 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W019A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much did the transfer amount to?
Amount:
.................................................................................
9999998. DK (Don't Know); NA (Not Ascertained)
9999999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF WITHDREWTHEMONEY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW056B HOW MUCH MONEY WITHDRAWN -2
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W056A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much money did you withdraw or how much was the lump sum or cash settlement
you received?
Amount:
.................................................................................
2 10000-35000. Actual Value
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
20552 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W056A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW057B WHAT DONE WITH MONEY WITHDRAWN -2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W057A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What did you do with the money?
.................................................................................
1. BOUGHT DURABLES
1 2. SPENT IT
1 3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20552 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF (EXPECTFUTUREBENEFITS IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)
AND ((piSecAStartInterviewA009_SelfPrxy = SLF)) THEN
IF NOT (RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) AND NOT
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW035B AGE EXPECT TO REC BENEFITS -2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W035A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
IWER: If R mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months
40-94 age
96 Already receiving benefits
.................................................................................
96. ALREADY RECEIVING BENEFITS
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W035A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W035A <> NONRESPONSE THEN
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W035A <> 96 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW098B AGE EXPECT TO REC BENEFITS MNTHS -2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W098A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: If R reports AGE and months, enter number of months
IWER: If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W098A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW036B FORM OF EXPECTED BENEFITS -2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W036A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
.................................................................................
1. PERCENT OF PAY
2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W036A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W036A = LUMPSUM THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW041B EXPECTED BENEFITS-LUMP SUM -2
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W041A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: ENTER lump sum amount
Amount:
.................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W041A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W036A <> NONRESPONSE THEN
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W036A = PERCENTOFPAY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW037B EXPECTED BENEFIT-PCT FINAL PAY-A -2
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W037A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: ENTER percent of final pay
1-100 percent
Percent:
.................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W037A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W036A = AMOUNTPERMONTHYEAR THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW038B AMOUNT OF EXPECTED BENEFITS -2
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W038A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: PROBE if necessary: How much do you expect to receive?
IWER: Do not probe DK/RF
Amount:
Per:
.................................................................................
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NL133B AMT OF EXPECTED BENEFITS-MIN -2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.J133_
Did it amount to a total of less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $500, $1,000, $2,000, $3,000
RANDOM ENTRY POINTS: $1,000, $2,000
RANDOM ENTRY POINT ASSIGNMENT [1 ($1,000)] or [{NOT 1} ($2,000)] AT X507
.................................................................................
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NL134B AMOUNT OF EXPECTED BENEFITS - MAX -2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.J134_
*
.................................................................................
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NL135B AMOUNT OF EXPECTED BENEFITS - RESULT -2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.J135_
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W038A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W038A <> EMPTY AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W038A <> NONRESPONSE THEN
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W038A <> 0 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW039B EXPECTED BENEFITS PER -2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W039A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: PROBE if necessary: Is that per month or year?
Amount: [AMOUNT OF EXPECTED BENEFITS]
Per:
.................................................................................
4. MONTH
6. YEAR
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W041A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W036A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW089B ANNUITY BENEFITS DURATION -2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W089A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Will this payment continue [only] as long as you live, [as long as either you or
your [husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
1. AS LONG AS R LIVES
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W090S
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W089A = FORAFIXEDTIME THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW091B ANNUITY BENEFITS-UNTIL YR -2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W091A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W091A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W091A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW092B ANNUITY BENEFITS-UNTIL AGE -2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W092A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W092A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W091A = EMPTY AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W092A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW093B ANNUITY BENEFITS-YEARS -2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W093A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W089A
IF ((piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss =
PARTNERED_VOL)) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW094B SPP DIE WILL ANNUITY INCOME -2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W094A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
If you or your [husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
1. CHANGE
3. STAY THE SAME
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ((SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W041A = EMPTY AND
((piSecAStartInterviewA009_SelfPrxy = SLF))) AND ((EXPECTFUTUREBENEFITS IN
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR (RECEIVING IN
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B))) AND (LEFTTOACCUMULATE IN
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW096B PLAN MONEY SAME AS BENEFITS -2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].TYPES.W096A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[You mentioned that you left money in this plan and you expect future benefits
from this plan. Is the money you reported leaving in the plan the same as the
money that will finance your future benefits?/You mentioned that you left money
in this plan and you are currently receiving benefits from this plan. Is the
money you reported leaving in the plan the same as the money financing the
benefits you are drawing from?]
.................................................................................
1. NO, DIFFERENT MONEY
2. YES, THE SAME MONEY
3. YES, PARTLY THE SAME
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W082APlanType
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W001A <> REFUSAL THEN
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NO) AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW042B EARLIEST AGE LEAVE/REC PENS-MOST REC-2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].W042EarlyAgeRecPen
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is the earliest age at which you could have left that job and begun to
receive pension benefits from this plan?
IWER: If R mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months
30-80 age
95 No age requirement
.................................................................................
7 50-70. Actual Value
1 95. NO AGE REQUIREMENT
2 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20544 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W042EarlyAgeRecPen
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W042EarlyAgeRecPen <> 95) AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W042EarlyAgeRecPen <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW077B EARLIEST AGE LEAVE/REC PENSION-MONTHS -2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[2].W077_
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: If R reports AGE and months, enter number of months
IWER: If R did not mention months, press [ENTER] to continue
.................................................................................
1 6. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.L028_RecJobNumPens
IF SecL.JOBHISTORY.L030ARecJobCntr <> EMPTY THEN
IF (SecL.JOBHISTORY.i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW082C CERTAINTY ABOUT THE PLAN NAME-BRIEF -3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].W082APlanType
[Employer Name]
[I would like to know what has happened with the plan (from [Job Name] where you
worked [Job Date Range])/I would like to know what has happened with (the
plan/the most important of those plans) (from [Job Name] where you worked [Job
Date Range])/I would like to know what has happened with (the plan/the (next)
most important of those plans) (from [Job Name] where you worked [Job Date
Range]]. [First, what kind of plan was this?]
[(]Was it a 401(k), a Supplemental Retirement Account (SRA), defined benefit,
defined contribution, or what?[)]
(What did your former employer call it?)
.................................................................................
1. 401K PLAN
1 2. SUPPLEMENTAL RETIREMENT ACCOUNT (SRA)
1 3. DEFINED BENEFIT PLAN
4. DEFINED CONTRIBUTION PLAN
5. 401A PLAN
6. 403B PLAN
7. 457 PLAN
8. THRIFT/SAVINGS PLAN (TSP)
9. PROFIT-SHARING PLAN
10. EMPLOYEE STOCK OWNERSHIP PLAN (ESOP)
11. MONEY PURCHASE PLAN
12. PORTABLE CASH OPTION PLAN
13. EMPLOYEE STOCK PURCHASE PLAN (ESPP)
14. SEP OR SIMPLE PLAN
15. COMBINATION PLAN
16. CASH BALANCE PLAN
95. IRA/Keogh mentioned
96. Not a pension; health savings account/medical plan/flexible
spending account/disability mentioned
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20552 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W082APlanType
IF SecL.JOBHISTORY.PENSIONLOOP3SECL.piWhichSection <> 5 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW001C TYPE OF PENSION PLAN-MOST RECENT-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].W001A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[(]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.[)]
[What type of plan was your [Plan Name] (plan)?/Was this [Plan Name] (plan) a
defined benefit formula type or a defined contribution account type plan?]
IWER: Read as necessary: Defined Contribution plans include 401-K, 403-B, ESOP,
SRA, thrift/savings, stock/profit sharing, and money purchase plans.
IWER: If R has multiple plans of different types, record them as separate plans
rather than combining them as ’both’
.................................................................................
1 1. DEFINED BENEFIT (FORMULA)
1 2. DEFINED CONTRIBUTION (ACCOUNT)
3. BOTH TYPES
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20552 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW087C CONSISTENCY -3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].W087_Consistency
*
.................................................................................
1 1. TYPE A CONSISTENT
1 2. TYPE B CONSISTENT
3. CASH BALANCE
4. INCONSISTENT
20552 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W082APlanType
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W001A <> REFUSAL THEN
IF ((piWhichSection <> 5) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE
<> EXTSPN)) OR (piWhichSection = 1))) AND (W001A <> DONTKNOW) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW085C CERTAINTY ABOUT TYPE OF PLAN -3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].W085A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Sometimes people are not sure about the type of retirement plans they have. We
are interested in how certain you are about the type of plans you had on that
job. Are you very certain, somewhat certain or not certain at all that you
actually had (a) [TYPE OF PENSION PLAN]
.................................................................................
1. VERY CERTAIN
2 2. SOMEWHAT CERTAIN
3. NOT CERTAIN AT ALL
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20552 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W085A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW034C NUMBER OF YEARS IN PLAN -3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].W034A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How many years altogether were you included in this plan?
IWER: INCLUDE years with other employers if same plan
IWER: ROUND the value to the nearest year
0-50 years
.................................................................................
2 7-9. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20552 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W082APlanType
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W001A <> REFUSAL THEN
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NO) AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NONRESPONSE THEN
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL.TYPES.piWhichSection <> 5) AND
(piW087_Consistency <> TYPEACONSISTENT) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW002C AMOUNT IN PENS WHEN LEFT-B -3
Section: L Level: Respondent Type: Numeric Width: 7 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W002A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[For the part of your pension where money is accumulated in an account, how
/How] much money was in your account when you left that [business/employer/job]?
IWER: If R says 'does not have an account', enter [9999996]
IWER: Do not probe DK/RF
Amount:
.................................................................................
1 50000. Actual Value
9999996. R DOES NOT HAVE AN ACCOUNT
9999998. DK (Don't Know); NA (Not Ascertained)
9999999. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW003C AMOUNT IN PENSION WHEN LEFT-B - MIN -3
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W003A
Did it amount to a total of less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $5,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
RANDOM ENTRY POINT ASSIGNMENT [1 ($20,000)] or [{NOT 1} ($50,000)] AT X503
.................................................................................
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW004C AMOUNT IN PENSION WHEN LEFT-B - MAX -3
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W004A
*
.................................................................................
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW005C AMOUNT IN PENSION WHEN LEFT-B - RESULT -3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W005A
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W082APlanType
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W001A <> REFUSAL THEN
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NO) AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW097CM1 DISPOSITION OF PENSION-B -3 -1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W097B[1]
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[What happened to your benefits or pension account from/When you retired, what
did you do with/When you left that [business/employer], what did you do with]
that plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, [did you transfer it to a
new employer,/did you lose your benefits,] did you receive or are you receiving
one or more installments or irregular payments, or what?)
IWER: Do not probe but choose all that apply and ask all appropriate follow-up
questions
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
1 3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
1 6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
9. CONTINUED COLLECTING
10. EXPECTING FUTURE BENEFITS
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20552 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W082APlanType
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W001A <> REFUSAL THEN
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NO) AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW097CM2 DISPOSITION OF PENSION-B -3 -2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W097B[2]
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[What happened to your benefits or pension account from/When you retired, what
did you do with/When you left that [business/employer], what did you do with]
that plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, [did you transfer it to a
new employer,/did you lose your benefits,] did you receive or are you receiving
one or more installments or irregular payments, or what?)
IWER: Do not probe but choose all that apply and ask all appropriate follow-up
questions
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
9. CONTINUED COLLECTING
10. EXPECTING FUTURE BENEFITS
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF NOT (WITHDREWTHEMONEY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)
AND NOT (LOSTBENEFITS IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW065C ALLOWED LUMP SUM PAYMENT-TYPE B -3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W065A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Could you have taken benefits as a cash settlement or a lump-sum payment?
.................................................................................
1 1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(INSTALLMENTS IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF ((SecL.JOBHISTORY.PENSIONLOOP3SECL.TYPES.piWhichSection <> 5) AND
((W097B.CARDINAL <> 1) OR NOT (SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W002A
> 0))) AND (LEFTTOACCUMULATE IN
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW008C AMOUNT LEFT IN OLD ACCOUNT-B -3
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W008A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much money did you leave in the old plan?
Amount:
.................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(INSTALLMENTS IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF INSTALLMENTS IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW063C TYPE B PENSION TOTAL AMT RECEIVED IN INSTALLMENTS -3
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W063A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much money in total did you receive in installments or irregular payments in
the last calendar year?
Amount:
.................................................................................
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(INSTALLMENTS IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL.TYPES.piWhichSection = 5) OR
((piW087_Consistency <> TYPEACONSISTENT) AND
(SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W002A <> -2)) THEN
IF LEFTTOACCUMULATE IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW009C AMOUNT IN PENSION NOW-B -3
Section: L Level: Respondent Type: Numeric Width: 7 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W009A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much is in that account now?
IWER: Do not probe DK/RF
Amount:
.................................................................................
1 50000. Actual Value
9999998. DK (Don't Know); NA (Not Ascertained)
9999999. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW010C AMOUNT IN PENSION NOW-B - MIN -3
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W010A
Did it amount to a total of less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $10,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
RANDOM ENTRY POINT ASSIGNMENT [1 ($20,000)] or [{NOT 1} ($50,000)] AT X504
.................................................................................
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW011C AMOUNT IN PENSION NOW-B - MAX -3
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W011A
*
.................................................................................
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW012C AMOUNT IN PENSION NOW-B - RESULT -3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W012A
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF (NOT (RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) AND NOT
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)) OR
(CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW013C AMOUNT CONVERTED TO ANNUITY-B -3
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W013A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much did you (convert to/purchase as) an annuity?
Amount:
.................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF (CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) AND
(W097B.CARDINAL = 1) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW108C STARTED RECEIVING ANNUITY -3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W108A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Have you started receiving benefits from this annuity?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF (RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W108A = YES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW014C AGE WHEN ANNUITY STARTED-B -3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W014A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How old were you when you started receiving benefits?
IWER: If R mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months
50-80 Age
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W014A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W014A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW086C AGE-3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W086A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: If R reports AGE and months, enter number of months
IWER: If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W014A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW015C AMOUNT OF ANNUITY-B -3
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W015A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much are the benefits per month or year?
IWER: If benefits have not yet started, record what benefits will be
Amount:
Per:
.................................................................................
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W015A
IF ((SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W015A <> 0) AND
(SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W015A <> DONTKNOW)) AND
(SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W015A <> REFUSAL) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW016C AMOUNT OF ANNUITY PER-B -3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W016A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: PROBE if necessary: Is that per month or year?
Amount: $[AMOUNT OF ANNUITY-B]
Per:
.................................................................................
4. MONTH
6. YEAR
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W016A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW028C ADJUSTED FOR COST OF LIVING -3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W028A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Are the benefits adjusted for changes in the cost of living?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W028A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W028A = YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW059C BENEFITS AUTOMATICALLY ADJUSTED-3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W059A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Are the benefits adjusted automatically?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W015A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW049C ANNUITY BENEFITS DURATION -3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W049A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Will this payment continue [only] as long as you live, [as long as either you or
your [husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
1. AS LONG AS R LIVES
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W050S
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W049A = FORAFIXEDTIME THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW051C ANNUITY BENEFITS-UNTIL YR -3
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W051A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W051A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W051A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW052C ANNUITY BENEFITS-UNTIL AGE -3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W052A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W052A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W051A = EMPTY AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W052A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW053C ANNUITY BENEFITS-YEARS -3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W053A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF ((piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss =
PARTNERED_VOL)) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW054C SPP DIE WILL ANNUITY INCOME -3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W054A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
If you or your [husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
1. CHANGE
3. STAY THE SAME
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ROLLEDOVERINTOIRA IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW018C AMOUNT OF PENSION ROLLOVER-B -3
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W018A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much did the rollover amount to?
Amount:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF (TRANSFERREDTONEWEMPLOYER IN
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW019C AMOUNT OF TRANSFER-B -3
Section: L Level: Respondent Type: Numeric Width: 7 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W019A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much did the transfer amount to?
Amount:
.................................................................................
9999998. DK (Don't Know); NA (Not Ascertained)
9999999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF WITHDREWTHEMONEY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW056C HOW MUCH MONEY WITHDRAWN -3
Section: L Level: Respondent Type: Numeric Width: 7 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W056A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much money did you withdraw or how much was the lump sum or cash settlement
you received?
Amount:
.................................................................................
9999998. DK (Don't Know); NA (Not Ascertained)
9999999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W056A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW057C WHAT DONE WITH MONEY WITHDRAWN -3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W057A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What did you do with the money?
.................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF (EXPECTFUTUREBENEFITS IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)
AND ((piSecAStartInterviewA009_SelfPrxy = SLF)) THEN
IF NOT (RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) AND NOT
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW035C AGE EXPECT TO REC BENEFITS -3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W035A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
IWER: If R mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months
40-94 age
96 Already receiving benefits
.................................................................................
96. ALREADY RECEIVING BENEFITS
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W035A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W035A <> NONRESPONSE THEN
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W035A <> 96 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW098C AGE EXPECT TO REC BENEFITS MNTHS -3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W098A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: If R reports AGE and months, enter number of months
IWER: If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W098A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW036C FORM OF EXPECTED BENEFITS -3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W036A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
.................................................................................
1. PERCENT OF PAY
2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W036A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W036A = LUMPSUM THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW041C EXPECTED BENEFITS-LUMP SUM -3
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W041A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: ENTER lump sum amount
Amount:
.................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W041A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W036A <> NONRESPONSE THEN
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W036A = PERCENTOFPAY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW037C EXPECTED BENEFIT-PCT FINAL PAY-A -3
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W037A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: ENTER percent of final pay
1-100 percent
Percent:
.................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W037A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W036A = AMOUNTPERMONTHYEAR THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW038C AMOUNT OF EXPECTED BENEFITS -3
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W038A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: PROBE if necessary: How much do you expect to receive?
IWER: Do not probe DK/RF
Amount:
Per:
.................................................................................
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NL133C AMT OF EXPECTED BENEFITS-MIN -3
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.J133_
Did it amount to a total of less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $500, $1,000, $2,000, $3,000
RANDOM ENTRY POINTS: $1,000, $2,000
RANDOM ENTRY POINT ASSIGNMENT [1 ($1,000)] or [{NOT 1} ($2,000)] AT X507
.................................................................................
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NL134C AMOUNT OF EXPECTED BENEFITS - MAX -3
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.J134_
*
.................................................................................
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NL135C AMOUNT OF EXPECTED BENEFITS - RESULT -3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.J135_
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W038A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W038A <> EMPTY AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W038A <> NONRESPONSE THEN
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W038A <> 0 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW039C EXPECTED BENEFITS PER -3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W039A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: PROBE if necessary: Is that per month or year?
Amount: [AMOUNT OF EXPECTED BENEFITS]
Per:
.................................................................................
4. MONTH
6. YEAR
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W041A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W036A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW089C ANNUITY BENEFITS DURATION -3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W089A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Will this payment continue [only] as long as you live, [as long as either you or
your [husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
1. AS LONG AS R LIVES
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W090S
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W089A = FORAFIXEDTIME THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW091C ANNUITY BENEFITS-UNTIL YR -3
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W091A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W091A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W091A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW092C ANNUITY BENEFITS-UNTIL AGE -3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W092A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W092A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W091A = EMPTY AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W092A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW093C ANNUITY BENEFITS-YEARS -3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W093A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W089A
IF ((piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss =
PARTNERED_VOL)) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW094C SPP DIE WILL ANNUITY INCOME -3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W094A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
If you or your [husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
1. CHANGE
3. STAY THE SAME
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ((SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W041A = EMPTY AND
((piSecAStartInterviewA009_SelfPrxy = SLF))) AND ((EXPECTFUTUREBENEFITS IN
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR (RECEIVING IN
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B))) AND (LEFTTOACCUMULATE IN
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW096C PLAN MONEY SAME AS BENEFITS -3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].TYPES.W096A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[You mentioned that you left money in this plan and you expect future benefits
from this plan. Is the money you reported leaving in the plan the same as the
money that will finance your future benefits?/You mentioned that you left money
in this plan and you are currently receiving benefits from this plan. Is the
money you reported leaving in the plan the same as the money financing the
benefits you are drawing from?]
.................................................................................
1. NO, DIFFERENT MONEY
2. YES, THE SAME MONEY
3. YES, PARTLY THE SAME
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W082APlanType
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W001A <> REFUSAL THEN
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NO) AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW042C EARLIEST AGE LEAVE/REC PENS-MOST REC-3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].W042EarlyAgeRecPen
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is the earliest age at which you could have left that job and begun to
receive pension benefits from this plan?
IWER: If R mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months
30-80 age
95 No age requirement
.................................................................................
2 62. Actual Value
95. NO AGE REQUIREMENT
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20552 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W042EarlyAgeRecPen
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W042EarlyAgeRecPen <> 95) AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W042EarlyAgeRecPen <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW077C EARLIEST AGE LEAVE/REC PENSION-MONTHS -3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[3].W077_
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: If R reports AGE and months, enter number of months
IWER: If R did not mention months, press [ENTER] to continue
.................................................................................
1 6. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.L028_RecJobNumPens
IF SecL.JOBHISTORY.L030ARecJobCntr <> EMPTY THEN
IF (SecL.JOBHISTORY.i = 1) OR ((PENSIONLOOP3SECL[i - 1].W001A <> REFUSAL) AND
PENSIONLOOP3SECL[i - 1].W001A <> EMPTY) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW082D CERTAINTY ABOUT THE PLAN NAME-BRIEF -4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].W082APlanType
[Employer Name]
[I would like to know what has happened with the plan (from [Job Name] where you
worked [Job Date Range])/I would like to know what has happened with (the
plan/the most important of those plans) (from [Job Name] where you worked [Job
Date Range])/I would like to know what has happened with (the plan/the (next)
most important of those plans) (from [Job Name] where you worked [Job Date
Range]]. [First, what kind of plan was this?]
[(]Was it a 401(k), a Supplemental Retirement Account (SRA), defined benefit,
defined contribution, or what?[)]
(What did your former employer call it?)
.................................................................................
1. 401K PLAN
2. SUPPLEMENTAL RETIREMENT ACCOUNT (SRA)
3. DEFINED BENEFIT PLAN
4. DEFINED CONTRIBUTION PLAN
5. 401A PLAN
6. 403B PLAN
7. 457 PLAN
8. THRIFT/SAVINGS PLAN (TSP)
9. PROFIT-SHARING PLAN
10. EMPLOYEE STOCK OWNERSHIP PLAN (ESOP)
11. MONEY PURCHASE PLAN
12. PORTABLE CASH OPTION PLAN
13. EMPLOYEE STOCK PURCHASE PLAN (ESPP)
14. SEP OR SIMPLE PLAN
15. COMBINATION PLAN
16. CASH BALANCE PLAN
95. IRA/Keogh mentioned
96. Not a pension; health savings account/medical plan/flexible
spending account/disability mentioned
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W082APlanType
IF SecL.JOBHISTORY.PENSIONLOOP3SECL.piWhichSection <> 5 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW001D TYPE OF PENSION PLAN-MOST RECENT-4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].W001A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[(]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.[)]
[What type of plan was your [Plan Name] (plan)?/Was this [Plan Name] (plan) a
defined benefit formula type or a defined contribution account type plan?]
IWER: Read as necessary: Defined Contribution plans include 401-K, 403-B, ESOP,
SRA, thrift/savings, stock/profit sharing, and money purchase plans.
IWER: If R has multiple plans of different types, record them as separate plans
rather than combining them as ’both’
.................................................................................
1. DEFINED BENEFIT (FORMULA)
2. DEFINED CONTRIBUTION (ACCOUNT)
3. BOTH TYPES
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW087D CONSISTENCY -4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].W087_Consistency
*
.................................................................................
1. TYPE A CONSISTENT
2. TYPE B CONSISTENT
3. CASH BALANCE
4. INCONSISTENT
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W082APlanType
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W001A <> REFUSAL THEN
IF ((piWhichSection <> 5) AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE
<> EXTSPN)) OR (piWhichSection = 1))) AND (W001A <> DONTKNOW) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW085D CERTAINTY ABOUT TYPE OF PLAN -4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].W085A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Sometimes people are not sure about the type of retirement plans they have. We
are interested in how certain you are about the type of plans you had on that
job. Are you very certain, somewhat certain or not certain at all that you
actually had (a) [TYPE OF PENSION PLAN]
.................................................................................
1. VERY CERTAIN
2. SOMEWHAT CERTAIN
3. NOT CERTAIN AT ALL
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W085A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW034D NUMBER OF YEARS IN PLAN -4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].W034A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How many years altogether were you included in this plan?
IWER: INCLUDE years with other employers if same plan
IWER: ROUND the value to the nearest year
0-50 years
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W082APlanType
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W001A <> REFUSAL THEN
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NO) AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NONRESPONSE THEN
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL.TYPES.piWhichSection <> 5) AND
(piW087_Consistency <> TYPEACONSISTENT) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW002D AMOUNT IN PENS WHEN LEFT-B -4
Section: L Level: Respondent Type: Numeric Width: 7 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W002A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[For the part of your pension where money is accumulated in an account, how
/How] much money was in your account when you left that [business/employer/job]?
IWER: If R says 'does not have an account', enter [9999996]
IWER: Do not probe DK/RF
Amount:
.................................................................................
9999996. R DOES NOT HAVE AN ACCOUNT
9999998. DK (Don't Know); NA (Not Ascertained)
9999999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW003D AMOUNT IN PENSION WHEN LEFT-B - MIN -4
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W003A
Did it amount to a total of less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $5,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
RANDOM ENTRY POINT ASSIGNMENT [1 ($20,000)] or [{NOT 1} ($50,000)] AT X503
.................................................................................
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW004D AMOUNT IN PENSION WHEN LEFT-B - MAX -4
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W004A
*
.................................................................................
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW005D AMOUNT IN PENSION WHEN LEFT-B - RESULT -4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W005A
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W082APlanType
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W001A <> REFUSAL THEN
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NO) AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW097DM1 DISPOSITION OF PENSION-B -4 -1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W097B[1]
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[What happened to your benefits or pension account from/When you retired, what
did you do with/When you left that [business/employer], what did you do with]
that plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, [did you transfer it to a
new employer,/did you lose your benefits,] did you receive or are you receiving
one or more installments or irregular payments, or what?)
IWER: Do not probe but choose all that apply and ask all appropriate follow-up
questions
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
9. CONTINUED COLLECTING
10. EXPECTING FUTURE BENEFITS
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF NOT (WITHDREWTHEMONEY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)
AND NOT (LOSTBENEFITS IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW065D ALLOWED LUMP SUM PAYMENT-TYPE B -4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W065A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Could you have taken benefits as a cash settlement or a lump-sum payment?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(INSTALLMENTS IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF ((SecL.JOBHISTORY.PENSIONLOOP3SECL.TYPES.piWhichSection <> 5) AND
((W097B.CARDINAL <> 1) OR NOT (SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W002A
> 0))) AND (LEFTTOACCUMULATE IN
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW008D AMOUNT LEFT IN OLD ACCOUNT-B -4
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W008A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much money did you leave in the old plan?
Amount:
.................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(INSTALLMENTS IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF INSTALLMENTS IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW063D TYPE B PENSION TOTAL AMT RECEIVED IN INSTALLMENTS -4
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W063A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much money in total did you receive in installments or irregular payments in
the last calendar year?
Amount:
.................................................................................
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF (LEFTTOACCUMULATE IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(INSTALLMENTS IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL.TYPES.piWhichSection = 5) OR
((piW087_Consistency <> TYPEACONSISTENT) AND
(SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W002A <> -2)) THEN
IF LEFTTOACCUMULATE IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW009D AMOUNT IN PENSION NOW-B -4
Section: L Level: Respondent Type: Numeric Width: 7 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W009A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much is in that account now?
IWER: Do not probe DK/RF
Amount:
.................................................................................
9999998. DK (Don't Know); NA (Not Ascertained)
9999999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW010D AMOUNT IN PENSION NOW-B - MIN -4
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W010A
Did it amount to a total of less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $10,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
RANDOM ENTRY POINT ASSIGNMENT [1 ($20,000)] or [{NOT 1} ($50,000)] AT X504
.................................................................................
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW011D AMOUNT IN PENSION NOW-B - MAX -4
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W011A
*
.................................................................................
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW012D AMOUNT IN PENSION NOW-B - RESULT -4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W012A
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF (NOT (RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) AND NOT
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)) OR
(CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW013D AMOUNT CONVERTED TO ANNUITY-B -4
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W013A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much did you (convert to/purchase as) an annuity?
Amount:
.................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF (CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) AND
(W097B.CARDINAL = 1) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW108D STARTED RECEIVING ANNUITY -4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W108A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Have you started receiving benefits from this annuity?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF (RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W108A = YES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW014D AGE WHEN ANNUITY STARTED-B -4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W014A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How old were you when you started receiving benefits?
IWER: If R mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months
50-80 Age
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W014A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W014A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW086D AGE -4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W086A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: If R reports AGE and months, enter number of months
IWER: If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W014A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW015D AMOUNT OF ANNUITY-B -4
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W015A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much are the benefits per month or year?
IWER: If benefits have not yet started, record what benefits will be
Amount:
Per:
.................................................................................
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W015A
IF ((SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W015A <> 0) AND
(SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W015A <> DONTKNOW)) AND
(SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W015A <> REFUSAL) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW016D AMOUNT OF ANNUITY PER-B -4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W016A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: PROBE if necessary: Is that per month or year?
Amount: $[AMOUNT OF ANNUITY-B]
Per:
.................................................................................
4. MONTH
6. YEAR
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W016A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW028D ADJUSTED FOR COST OF LIVING -4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W028A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Are the benefits adjusted for changes in the cost of living?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W028A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W028A = YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW059D BENEFITS AUTOMATICALLY ADJUSTED-4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W059A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Are the benefits adjusted automatically?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W015A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW049D ANNUITY BENEFITS DURATION -4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W049A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Will this payment continue [only] as long as you live, [as long as either you or
your [husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
1. AS LONG AS R LIVES
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W050S
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W049A = FORAFIXEDTIME THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW051D ANNUITY BENEFITS-UNTIL YR -4
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W051A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W051A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W051A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW052D ANNUITY BENEFITS-UNTIL AGE -4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W052A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W052A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W051A = EMPTY AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W052A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW053D ANNUITY BENEFITS-YEARS -4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W053A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF ((piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss =
PARTNERED_VOL)) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW054D SPP DIE WILL ANNUITY INCOME -4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W054A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
If you or your [husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
1. CHANGE
3. STAY THE SAME
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ROLLEDOVERINTOIRA IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW018D AMOUNT OF PENSION ROLLOVER-B -4
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W018A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much did the rollover amount to?
Amount:
.................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF (TRANSFERREDTONEWEMPLOYER IN
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW019D AMOUNT OF TRANSFER-B -4
Section: L Level: Respondent Type: Numeric Width: 7 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W019A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much did the transfer amount to?
Amount:
.................................................................................
9999998. DK (Don't Know); NA (Not Ascertained)
9999999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF WITHDREWTHEMONEY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW056D HOW MUCH MONEY WITHDRAWN -4
Section: L Level: Respondent Type: Numeric Width: 7 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W056A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much money did you withdraw or how much was the lump sum or cash settlement
you received?
Amount:
.................................................................................
9999998. DK (Don't Know); NA (Not Ascertained)
9999999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W056A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW057D WHAT DONE WITH MONEY WITHDRAWN -4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W057A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What did you do with the money?
.................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF (EXPECTFUTUREBENEFITS IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)
AND ((piSecAStartInterviewA009_SelfPrxy = SLF)) THEN
IF NOT (RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) AND NOT
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW035D AGE EXPECT TO REC BENEFITS -4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W035A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
IWER: If R mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months
40-94 age
96 Already receiving benefits
.................................................................................
96. ALREADY RECEIVING BENEFITS
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W035A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W035A <> NONRESPONSE THEN
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W035A <> 96 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW098D AGE EXPECT TO REC BENEFITS MNTHS -4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W098A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: If R reports AGE and months, enter number of months
IWER: If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W098A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW036D FORM OF EXPECTED BENEFITS -4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W036A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
.................................................................................
1. PERCENT OF PAY
2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W036A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W036A = LUMPSUM THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW041D EXPECTED BENEFITS-LUMP SUM -4
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W041A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: ENTER lump sum amount
Amount:
.................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W041A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W036A <> NONRESPONSE THEN
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W036A = PERCENTOFPAY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW037D EXPECTED BENEFIT-PCT FINAL PAY-A -4
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W037A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: ENTER percent of final pay
1-100 percent
Percent:
.................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W037A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W036A = AMOUNTPERMONTHYEAR THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW038D AMOUNT OF EXPECTED BENEFITS -4
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W038A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: PROBE if necessary: How much do you expect to receive?
IWER: Do not probe DK/RF
Amount:
Per:
.................................................................................
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NL133D AMT OF EXPECTED BENEFITS-MIN -4
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.J133_
Did it amount to a total of less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $500, $1,000, $2,000, $3,000
RANDOM ENTRY POINTS: $1,000, $2,000
RANDOM ENTRY POINT ASSIGNMENT [1 ($1,000)] or [{NOT 1} ($2,000)] AT X507
.................................................................................
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NL134D AMOUNT OF EXPECTED BENEFITS - MAX -4
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.J134_
*
.................................................................................
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NL135D AMOUNT OF EXPECTED BENEFITS - RESULT -4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.J135_
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W038A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W038A <> EMPTY AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W038A <> NONRESPONSE THEN
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W038A <> 0 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW039D EXPECTED BENEFITS PER -4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W039A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: PROBE if necessary: Is that per month or year?
Amount: [AMOUNT OF EXPECTED BENEFITS]
Per:
.................................................................................
4. MONTH
6. YEAR
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W041A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W036A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW089D ANNUITY BENEFITS DURATION -4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W089A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Will this payment continue [only] as long as you live, [as long as either you or
your [husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
1. AS LONG AS R LIVES
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W090S
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W089A = FORAFIXEDTIME THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW091D ANNUITY BENEFITS-UNTIL YR -4
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W091A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W091A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W091A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW092D ANNUITY BENEFITS-UNTIL AGE -4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W092A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W092A
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W091A = EMPTY AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W092A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW093D ANNUITY BENEFITS-YEARS -4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W093A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W089A
IF ((piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss =
PARTNERED_VOL)) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW094D SPP DIE WILL ANNUITY INCOME -4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W094A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
If you or your [husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
1. CHANGE
3. STAY THE SAME
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ((SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W041A = EMPTY AND
((piSecAStartInterviewA009_SelfPrxy = SLF))) AND ((EXPECTFUTUREBENEFITS IN
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR (RECEIVING IN
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B))) AND (LEFTTOACCUMULATE IN
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW096D PLAN MONEY SAME AS BENEFITS -4
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].TYPES.W096A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[You mentioned that you left money in this plan and you expect future benefits
from this plan. Is the money you reported leaving in the plan the same as the
money that will finance your future benefits?/You mentioned that you left money
in this plan and you are currently receiving benefits from this plan. Is the
money you reported leaving in the plan the same as the money financing the
benefits you are drawing from?]
.................................................................................
1. NO, DIFFERENT MONEY
2. YES, THE SAME MONEY
3. YES, PARTLY THE SAME
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W082APlanType
IF SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W001A <> REFUSAL THEN
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NO) AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW042D EARLIEST AGE LEAVE/REC PENS-MOST REC-4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].W042EarlyAgeRecPen
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is the earliest age at which you could have left that job and begun to
receive pension benefits from this plan?
IWER: If R mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months
30-80 age
95 No age requirement
.................................................................................
95. NO AGE REQUIREMENT
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W042EarlyAgeRecPen
IF (SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W042EarlyAgeRecPen <> 95) AND
SecL.JOBHISTORY.PENSIONLOOP3SECL[i].W042EarlyAgeRecPen <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW077D EARLIEST AGE LEAVE/REC PENSION-MONTHS -4
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.PENSIONLOOP3SECL[4].W077_
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: If R reports AGE and months, enter number of months
IWER: If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.L007_
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA) THEN
IF SecL.JOBHISTORY.L006_ <> ONE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL031 OTR EMPLOYER PENSIONS
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.L031_
Besides the jobs you have already told me about, have you worked for any other
employer, including self-employment, where you were included in a pension or
retirement plan, or in a tax-deferred savings plan of some sort?
.................................................................................
37 1. YES
95 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20421 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.L031_
IF (SecL.JOBHISTORY.L031_ <> NO) AND SecL.JOBHISTORY.L031_ <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL032 # EMPLOYERS INCLUDED PENSION PLAN
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.L032_RecJobNumEmplyrs
How many such employers have you worked for? (Besides the ones you have already
told me about.)
IWER: Where R was included in a pension or retirement plan
# Of employers:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
37 1 6 1.57 1.07 20517
-----------------------------------------------------------------
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
==========================================================================================
ASSIGN: L033AOthEmpPensCntr := FIRSTEMP:{PREVIOUS ASK}
SecL.JOBHISTORY.L032_RecJobNumEmplyrs
IF (SecL.JOBHISTORY.L032_RecJobNumEmplyrs = 1) OR
SecL.JOBHISTORY.L032_RecJobNumEmplyrs = NONRESPONSE THEN
ASSIGN: L033AOthEmpPensCntr := SECONDEMP:{PREVIOUS ASK}
SecL.JOBHISTORY.L032_RecJobNumEmplyrs
IF NOT((SecL.JOBHISTORY.L032_RecJobNumEmplyrs = 1) OR
SecL.JOBHISTORY.L032_RecJobNumEmplyrs = NONRESPONSE) THEN
IF SecL.JOBHISTORY.L032_RecJobNumEmplyrs > 1 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL033 OTHER EMPLOYER PENSION COUNTER
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.L033AOthEmpPensCntr
*
.................................................................................
24 1. FIRST EMPLOYER
13 2. SECOND EMPLOYER
20517 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.L032_RecJobNumEmplyrs
IF SecL.JOBHISTORY.i <= L033AOthEmpPensCntr.ORD THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL034A START WRK FOR EMP- INC PENSION- YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].L034A
When did you start working for [the first such/that/the next such] employer?
Year:
.................................................................................
37 1959-2008. Actual Value
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20517 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].L034A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL035A LEFT EMPLOYER- INCLUDE PENSION- YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].L035A
And when did you leave?
Year:
.................................................................................
36 1976-2011. Actual Value
1 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20517 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].L098A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL036A EARNINGS WHEN LEFT EMP- INC PENSION- 1
Section: L Level: Respondent Type: Numeric Width: 9 Decimals: 2
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].L036A
How much were you earning when you left?
IWER: If amount per hour, enter both dollars and cents
IWER: Use zero for none
Amount:
Per:
.................................................................................
32 7.8-250000. Actual Value
1 999998. DK (Don't Know); NA (Not Ascertained)
4 999999. RF (Refused)
20517 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].L036A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].L036A <> NONRESPONSE AND
(SecL.JOBHISTORY.EMPLOYERLOOP[i].L036A <> 0) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL037A EARNINGS WHEN LEFT EMP-INC PENSION-PER-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].L037A
(How much were you earning when you left?)
IWER: PROBE if necessary: Was that per hour, week, month, or year?
Amount: [EARNINGS WHEN LEFT EMP- INC PENSION]
Per:
.................................................................................
11 1. HOUR
2 2. WEEK
3. EVERY TWO WEEKS/BI-WEEKLY
2 4. MONTH
5. TWICE A MONTH
17 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20522 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].L036A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW082E CERTAINTY ABOUT THE PLAN NAME-BRIEF -5
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.W082APlanType
[Employer Name]
[I would like to know what has happened with the plan (from [Job Name] where you
worked [Job Date Range])/I would like to know what has happened with (the
plan/the most important of those plans) (from [Job Name] where you worked [Job
Date Range])/I would like to know what has happened with (the plan/the (next)
most important of those plans) (from [Job Name] where you worked [Job Date
Range]]. [First, what kind of plan was this?]
[(]Was it a 401(k), a Supplemental Retirement Account (SRA), defined benefit,
defined contribution, or what?[)]
(What did your former employer call it?)
.................................................................................
17 1. 401K PLAN
6 2. SUPPLEMENTAL RETIREMENT ACCOUNT (SRA)
3 3. DEFINED BENEFIT PLAN
2 4. DEFINED CONTRIBUTION PLAN
5. 401A PLAN
6. 403B PLAN
7. 457 PLAN
8. THRIFT/SAVINGS PLAN (TSP)
9. PROFIT-SHARING PLAN
10. EMPLOYEE STOCK OWNERSHIP PLAN (ESOP)
11. MONEY PURCHASE PLAN
12. PORTABLE CASH OPTION PLAN
13. EMPLOYEE STOCK PURCHASE PLAN (ESPP)
14. SEP OR SIMPLE PLAN
15. COMBINATION PLAN
16. CASH BALANCE PLAN
1 95. IRA/Keogh mentioned
96. Not a pension; health savings account/medical plan/flexible
spending account/disability mentioned
3 97. OTHER (SPECIFY)
4 98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
20517 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W082APlanType
IF SecL.JOBHISTORY.EMPLOYERLOOP.PENSIONLOOP4SECL.piWhichSection <> 5 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW001E TYPE OF PENSION PLAN-MOST RECENT-5
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.W001A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[(]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.[)]
[What type of plan was your [Plan Name] (plan)?/Was this [Plan Name] (plan) a
defined benefit formula type or a defined contribution account type plan?]
IWER: Read as necessary: Defined Contribution plans include 401-K, 403-B, ESOP,
SRA, thrift/savings, stock/profit sharing, and money purchase plans.
IWER: If R has multiple plans of different types, record them as separate plans
rather than combining them as ’both’
.................................................................................
9 1. DEFINED BENEFIT (FORMULA)
19 2. DEFINED CONTRIBUTION (ACCOUNT)
3 3. BOTH TYPES
5 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
20517 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW087E CONSISTENCY -5
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.W087_Consistency
*
.................................................................................
3 1. TYPE A CONSISTENT
16 2. TYPE B CONSISTENT
3. CASH BALANCE
17 4. INCONSISTENT
20518 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W082APlanType
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W001A <> REFUSAL THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW085E CERTAINTY ABOUT TYPE OF PLAN -5
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.W085A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Sometimes people are not sure about the type of retirement plans they have. We
are interested in how certain you are about the type of plans you had on that
job. Are you very certain, somewhat certain or not certain at all that you
actually had (a) [TYPE OF PENSION PLAN]
.................................................................................
14 1. VERY CERTAIN
12 2. SOMEWHAT CERTAIN
5 3. NOT CERTAIN AT ALL
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20523 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W085A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW034E NUMBER OF YEARS IN PLAN -5
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.W034A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How many years altogether were you included in this plan?
IWER: INCLUDE years with other employers if same plan
IWER: ROUND the value to the nearest year
0-50 years
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
30 1 26 9.67 6.34 20523
-----------------------------------------------------------------
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W082APlanType
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W001A <> REFUSAL THEN
IF (SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W043A <> NO) AND
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W043A <> NONRESPONSE THEN
IF (SecL.JOBHISTORY.EMPLOYERLOOP.PENSIONLOOP4SECL.TYPES.piWhichSection <> 5)
AND (piW087_Consistency <> TYPEACONSISTENT) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW002E AMOUNT IN PENS WHEN LEFT-B -5
Section: L Level: Respondent Type: Numeric Width: 7 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W002A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[For the part of your pension where money is accumulated in an account, how
/How] much money was in your account when you left that [business/employer/job]?
IWER: If R says 'does not have an account', enter [9999996]
IWER: Do not probe DK/RF
Amount:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
22 0 1100000 79218.91 231639.84 20521
-----------------------------------------------------------------
1 9999996. R DOES NOT HAVE AN ACCOUNT
8 9999998. DK (Don't Know); NA (Not Ascertained)
2 9999999. RF (Refused)
==========================================================================================
NLW003E AMOUNT IN PENSION WHEN LEFT-B - MIN -5
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W003A
Did it amount to a total of less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $5,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
RANDOM ENTRY POINT ASSIGNMENT [1 ($20,000)] or [{NOT 1} ($50,000)] AT X503
.................................................................................
6 0. Value of Breakpoint
3 5001. Value of Breakpoint
1 150001. Value of Breakpoint
20544 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW004E AMOUNT IN PENSION WHEN LEFT-B - MAX -5
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W004A
*
.................................................................................
3 4999. Value of Breakpoint
3 19999. Value of Breakpoint
4 99999996. Greater than Maximum Breakpoint
20544 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW005E AMOUNT IN PENSION WHEN LEFT-B - RESULT -5
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W005A
*
.................................................................................
3 98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
20550 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W082APlanType
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W001A <> REFUSAL THEN
IF (SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W043A <> NO) AND
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW097EM1 DISPOSITION OF PENSION-B -5 -1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W097B[1]
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[What happened to your benefits or pension account from/When you retired, what
did you do with/When you left that [business/employer], what did you do with]
that plan?]
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, [did you transfer it to a
new employer,/did you lose your benefits,] did you receive or are you receiving
one or more installments or irregular payments, or what?)
IWER: Do not probe but choose all that apply and ask all appropriate follow-up
questions
.................................................................................
11 1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
6 2. ROLLED OVER INTO IRA
5 3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
3 5. TRANSFERRED TO NEW EMPLOYER
2 6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
2 8. RECEIVING BENEFITS NOW
9. CONTINUED COLLECTING
10. EXPECTING FUTURE BENEFITS
3 97. OTHER (SPECIFY)
3 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20519 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W082APlanType
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W001A <> REFUSAL THEN
IF (SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W043A <> NO) AND
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW097EM2 DISPOSITION OF PENSION-B -5 -2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W097B[2]
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[What happened to your benefits or pension account from/When you retired, what
did you do with/When you left that [business/employer], what did you do with]
that plan?]
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, [did you transfer it to a
new employer,/did you lose your benefits,] did you receive or are you receiving
one or more installments or irregular payments, or what?)
IWER: Do not probe but choose all that apply and ask all appropriate follow-up
questions
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
9. CONTINUED COLLECTING
1 10. EXPECTING FUTURE BENEFITS
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W082APlanType
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W001A <> REFUSAL THEN
IF (SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W043A <> NO) AND
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW097EM3 DISPOSITION OF PENSION-B -5 -3
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W097B[3]
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[What happened to your benefits or pension account from/When you retired, what
did you do with/When you left that [business/employer], what did you do with]
that plan?]
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, [did you transfer it to a
new employer,/did you lose your benefits,] did you receive or are you receiving
one or more installments or irregular payments, or what?)
IWER: Do not probe but choose all that apply and ask all appropriate follow-up
questions
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
9. CONTINUED COLLECTING
10. EXPECTING FUTURE BENEFITS
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
IF NOT (WITHDREWTHEMONEY IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) AND NOT
(LOSTBENEFITS IN SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B)
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW065E ALLOWED LUMP SUM PAYMENT-TYPE B -5
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W065A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Could you have taken benefits as a cash settlement or a lump-sum payment?
.................................................................................
8 1. YES
12 5. NO
2 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20532 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
IF (LEFTTOACCUMULATE IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) OR (INSTALLMENTS
IN SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) THEN
IF ((SecL.JOBHISTORY.EMPLOYERLOOP.PENSIONLOOP4SECL.TYPES.piWhichSection <> 5)
AND ((W097B.CARDINAL <> 1) OR NOT
(SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W002A > 0))) AND
(LEFTTOACCUMULATE IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW008E AMOUNT LEFT IN OLD ACCOUNT-B -5
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W008A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much money did you leave in the old plan?
Amount:
.................................................................................
2 16000-25000. Actual Value
2 99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20550 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
IF (LEFTTOACCUMULATE IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) OR (INSTALLMENTS
IN SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) THEN
IF INSTALLMENTS IN SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW063E TYPE B PENSION TOTAL AMT RECEIVED IN INSTALLMENTS -5
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W063A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much money in total did you receive in installments or irregular payments in
the last calendar year?
Amount:
.................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
IF (LEFTTOACCUMULATE IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) OR (INSTALLMENTS
IN SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) THEN
IF (SecL.JOBHISTORY.EMPLOYERLOOP.PENSIONLOOP4SECL.TYPES.piWhichSection = 5) OR
((piW087_Consistency <> TYPEACONSISTENT) AND
(SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W002A <> -2)) THEN
IF LEFTTOACCUMULATE IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW009E AMOUNT IN PENSION NOW-B -5
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W009A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much is in that account now?
IWER: Do not probe DK/RF
Amount:
.................................................................................
2 3000-35000. Actual Value
2 99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20550 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW010E AMOUNT IN PENSION NOW-B - MIN -5
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W010A
Did it amount to a total of less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $10,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
RANDOM ENTRY POINT ASSIGNMENT [1 ($20,000)] or [{NOT 1} ($50,000)] AT X504
.................................................................................
1 10001. Value of Breakpoint
1 20001. Value of Breakpoint
20552 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW011E AMOUNT IN PENSION NOW-B - MAX -5
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W011A
*
.................................................................................
1 19999. Value of Breakpoint
1 49999. Value of Breakpoint
20552 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW012E AMOUNT IN PENSION NOW-B - RESULT -5
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W012A
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
IF ((CONVERTTOANNUITY IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) OR (RECEIVING IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) THEN
IF (NOT (RECEIVING IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) AND NOT
(CONTINUEDCOLLECTING IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B)) OR
(CONVERTTOANNUITY IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW013E AMOUNT CONVERTED TO ANNUITY-B -5
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W013A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much did you (convert to/purchase as) an annuity?
Amount:
.................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF (CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) AND
(W097B.CARDINAL = 1) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW108E STARTED RECEIVING ANNUITY -5
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W108A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Have you started receiving benefits from this annuity?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
IF ((CONVERTTOANNUITY IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) OR (RECEIVING IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) THEN
IF (RECEIVING IN SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B)
OR (SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W108A = YES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW014E AGE WHEN ANNUITY STARTED-B -5
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W014A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How old were you when you started receiving benefits?
IWER: If R mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months
50-80 Age
.................................................................................
2 43-44. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20552 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W014A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W014A <> NONRESPONSE
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW086E AGE -5
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W086A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: If R reports AGE and months, enter number of months
IWER: If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W014A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW015E AMOUNT OF ANNUITY-B -5
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W015A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much are the benefits per month or year?
IWER: If benefits have not yet started, record what benefits will be
Amount:
Per:
.................................................................................
2 3000-24418. Actual Value
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20552 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W015A
IF ((SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W015A <> 0) AND
(SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W015A <> DONTKNOW)) AND
(SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W015A <> REFUSAL) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW016E AMOUNT OF ANNUITY PER-B -5
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W016A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: PROBE if necessary: Is that per month or year?
Amount: $[AMOUNT OF ANNUITY-B]
Per:
.................................................................................
1 4. MONTH
1 6. YEAR
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20552 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W016A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW028E ADJUSTED FOR COST OF LIVING -5
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W028A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Are the benefits adjusted for changes in the cost of living?
.................................................................................
2 1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20552 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W028A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W028A = YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW059E BENEFITS AUTOMATICALLY ADJUSTED-5
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W059A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Are the benefits adjusted automatically?
.................................................................................
2 1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20552 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W015A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW049E ANNUITY BENEFITS DURATION -5
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W049A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Will this payment continue [only] as long as you live, [as long as either you or
your [husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
1 1. AS LONG AS R LIVES
1 2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20552 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W050S
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W049A = FORAFIXEDTIME
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW051E ANNUITY BENEFITS-UNTIL YR -5
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W051A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W051A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W051A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW052E ANNUITY BENEFITS-UNTIL AGE -5
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W052A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W052A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W051A = EMPTY AND
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W052A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW053E ANNUITY BENEFITS-YEARS -5
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W053A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
IF ((CONVERTTOANNUITY IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) OR (RECEIVING IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) THEN
IF ((piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss =
PARTNERED_VOL)) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW054E SPP DIE WILL ANNUITY INCOME -5
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W054A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
If you or your [husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
1 1. CHANGE
1 3. STAY THE SAME
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20552 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
IF ROLLEDOVERINTOIRA IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW018E AMOUNT OF PENSION ROLLOVER-B -5
Section: L Level: Respondent Type: Numeric Width: 7 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W018A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much did the rollover amount to?
Amount:
.................................................................................
4 2000-1100000. Actual Value
9999998. DK (Don't Know); NA (Not Ascertained)
2 9999999. RF (Refused)
20548 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
IF (TRANSFERREDTONEWEMPLOYER IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW019E AMOUNT OF TRANSFER-B -5
Section: L Level: Respondent Type: Numeric Width: 7 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W019A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much did the transfer amount to?
Amount:
.................................................................................
2 30000. Actual Value
1 9999998. DK (Don't Know); NA (Not Ascertained)
9999999. RF (Refused)
20551 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
IF WITHDREWTHEMONEY IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW056E HOW MUCH MONEY WITHDRAWN -5
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W056A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much money did you withdraw or how much was the lump sum or cash settlement
you received?
Amount:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
11 3500 46000 11063.64 12150.33 20543
-----------------------------------------------------------------
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W056A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW057E WHAT DONE WITH MONEY WITHDRAWN -5
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W057A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What did you do with the money?
.................................................................................
2 1. BOUGHT DURABLES
4 2. SPENT IT
3. SAVED/INVESTED
5 4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20543 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
IF (EXPECTFUTUREBENEFITS IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) AND
((piSecAStartInterviewA009_SelfPrxy = SLF)) THEN
IF NOT (RECEIVING IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) AND NOT
(CONTINUEDCOLLECTING IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW035E AGE EXPECT TO REC BENEFITS -5
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W035A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
IWER: If R mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months
40-94 age
96 Already receiving benefits
.................................................................................
1 62. Actual Value
96. ALREADY RECEIVING BENEFITS
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W035A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W035A <> NONRESPONSE
THEN
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W035A <> 96 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW098E AGE EXPECT TO REC BENEFITS MNTHS -5
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W098A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: If R reports AGE and months, enter number of months
IWER: If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W098A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW036E FORM OF EXPECTED BENEFITS -5
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W036A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
.................................................................................
1. PERCENT OF PAY
1 2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W036A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W036A = LUMPSUM THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW041E EXPECTED BENEFITS-LUMP SUM -5
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W041A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: ENTER lump sum amount
Amount:
.................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W041A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W036A <> NONRESPONSE
THEN
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W036A = PERCENTOFPAY
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW037E EXPECTED BENEFIT-PCT FINAL PAY-A -5
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W037A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: ENTER percent of final pay
1-100 percent
Percent:
.................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W037A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W036A =
AMOUNTPERMONTHYEAR THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW038E AMOUNT OF EXPECTED BENEFITS -5
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W038A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: PROBE if necessary: How much do you expect to receive?
IWER: Do not probe DK/RF
Amount:
Per:
.................................................................................
1 400. Actual Value
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NL133E AMT OF EXPECTED BENEFITS-MIN -5
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.J133_
Did it amount to a total of less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $500, $1,000, $2,000, $3,000
RANDOM ENTRY POINTS: $1,000, $2,000
RANDOM ENTRY POINT ASSIGNMENT [1 ($1,000)] or [{NOT 1} ($2,000)] AT X507
.................................................................................
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NL134E AMOUNT OF EXPECTED BENEFITS - MAX -5
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.J134_
*
.................................................................................
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NL135E AMOUNT OF EXPECTED BENEFITS - RESULT -5
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.J135_
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W038A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W038A <> EMPTY AND
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W038A <> NONRESPONSE
THEN
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W038A <> 0 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW039E EXPECTED BENEFITS PER -5
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W039A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: PROBE if necessary: Is that per month or year?
Amount: [AMOUNT OF EXPECTED BENEFITS]
Per:
.................................................................................
1 4. MONTH
6. YEAR
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W041A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W036A <> NONRESPONSE
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW089E ANNUITY BENEFITS DURATION -5
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W089A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Will this payment continue [only] as long as you live, [as long as either you or
your [husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
1. AS LONG AS R LIVES
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
1 3. FOR A FIXED TIME PERIOD
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W090S
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W089A = FORAFIXEDTIME
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW091E ANNUITY BENEFITS-UNTIL YR -5
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W091A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
1 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W091A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W091A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW092E ANNUITY BENEFITS-UNTIL AGE -5
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W092A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W092A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W091A = EMPTY AND
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W092A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW093E ANNUITY BENEFITS-YEARS -5
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W093A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W089A
IF ((piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss =
PARTNERED_VOL)) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW094E SPP DIE WILL ANNUITY INCOME -5
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W094A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
If you or your [husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
1. CHANGE
1 3. STAY THE SAME
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
IF ((SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W041A = EMPTY AND
((piSecAStartInterviewA009_SelfPrxy = SLF))) AND ((EXPECTFUTUREBENEFITS IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) OR (RECEIVING IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B))) AND
(LEFTTOACCUMULATE IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW096E PLAN MONEY SAME AS BENEFITS -5
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[1].PENSIONLOOP4SECL.TYPES.W096A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[You mentioned that you left money in this plan and you expect future benefits
from this plan. Is the money you reported leaving in the plan the same as the
money that will finance your future benefits?/You mentioned that you left money
in this plan and you are currently receiving benefits from this plan. Is the
money you reported leaving in the plan the same as the money financing the
benefits you are drawing from?]
.................................................................................
1. NO, DIFFERENT MONEY
1 2. YES, THE SAME MONEY
3. YES, PARTLY THE SAME
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.L032_RecJobNumEmplyrs
IF SecL.JOBHISTORY.i <= L033AOthEmpPensCntr.ORD THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL034B START WRK FOR EMP- INC PENSION- YR- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].L034A
When did you start working for [the first such/that/the next such] employer?
Year:
.................................................................................
11 1983-2001. Actual Value
9998. DK (Don't Know); NA (Not Ascertained)
1 9999. RF (Refused)
20542 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].L034A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL035B LEFT EMPLOYER- INCLUDE PENSION- YR- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].L035A
And when did you leave?
Year:
.................................................................................
10 1990-2012. Actual Value
1 9998. DK (Don't Know); NA (Not Ascertained)
1 9999. RF (Refused)
20542 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].L098A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL036B EARNINGS WHEN LEFT EMP- INC PENSION- 2
Section: L Level: Respondent Type: Numeric Width: 9 Decimals: 2
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].L036A
How much were you earning when you left?
IWER: If amount per hour, enter both dollars and cents
IWER: Use zero for none
Amount:
Per:
.................................................................................
10 9-105000. Actual Value
999998. DK (Don't Know); NA (Not Ascertained)
2 999999. RF (Refused)
20542 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].L036A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].L036A <> NONRESPONSE AND
(SecL.JOBHISTORY.EMPLOYERLOOP[i].L036A <> 0) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL037B EARNINGS WHEN LEFT EMP-INC PENSION-PER-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].L037A
(How much were you earning when you left?)
IWER: PROBE if necessary: Was that per hour, week, month, or year?
Amount: [EARNINGS WHEN LEFT EMP- INC PENSION]
Per:
.................................................................................
5 1. HOUR
2. WEEK
3. EVERY TWO WEEKS/BI-WEEKLY
1 4. MONTH
5. TWICE A MONTH
4 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20544 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].L036A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW082F CERTAINTY ABOUT THE PLAN NAME-BRIEF -6
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.W082APlanType
[Employer Name]
[I would like to know what has happened with the plan (from [Job Name] where you
worked [Job Date Range])/I would like to know what has happened with (the
plan/the most important of those plans) (from [Job Name] where you worked [Job
Date Range])/I would like to know what has happened with (the plan/the (next)
most important of those plans) (from [Job Name] where you worked [Job Date
Range]]. [First, what kind of plan was this?]
[(]Was it a 401(k), a Supplemental Retirement Account (SRA), defined benefit,
defined contribution, or what?[)]
(What did your former employer call it?)
.................................................................................
6 1. 401K PLAN
2. SUPPLEMENTAL RETIREMENT ACCOUNT (SRA)
2 3. DEFINED BENEFIT PLAN
2 4. DEFINED CONTRIBUTION PLAN
5. 401A PLAN
6. 403B PLAN
7. 457 PLAN
8. THRIFT/SAVINGS PLAN (TSP)
9. PROFIT-SHARING PLAN
10. EMPLOYEE STOCK OWNERSHIP PLAN (ESOP)
11. MONEY PURCHASE PLAN
12. PORTABLE CASH OPTION PLAN
13. EMPLOYEE STOCK PURCHASE PLAN (ESPP)
14. SEP OR SIMPLE PLAN
15. COMBINATION PLAN
16. CASH BALANCE PLAN
95. IRA/Keogh mentioned
96. Not a pension; health savings account/medical plan/flexible
spending account/disability mentioned
1 97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
20542 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W082APlanType
IF SecL.JOBHISTORY.EMPLOYERLOOP.PENSIONLOOP4SECL.piWhichSection <> 5 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW001F TYPE OF PENSION PLAN-MOST RECENT-6
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.W001A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[(]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.[)]
[What type of plan was your [Plan Name] (plan)?/Was this [Plan Name] (plan) a
defined benefit formula type or a defined contribution account type plan?]
IWER: Read as necessary: Defined Contribution plans include 401-K, 403-B, ESOP,
SRA, thrift/savings, stock/profit sharing, and money purchase plans.
IWER: If R has multiple plans of different types, record them as separate plans
rather than combining them as ’both’
.................................................................................
3 1. DEFINED BENEFIT (FORMULA)
8 2. DEFINED CONTRIBUTION (ACCOUNT)
3. BOTH TYPES
8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
20542 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW087F CONSISTENCY -6
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.W087_Consistency
*
.................................................................................
2 1. TYPE A CONSISTENT
7 2. TYPE B CONSISTENT
3. CASH BALANCE
3 4. INCONSISTENT
20542 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W082APlanType
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W001A <> REFUSAL THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW085F CERTAINTY ABOUT TYPE OF PLAN -6
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.W085A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Sometimes people are not sure about the type of retirement plans they have. We
are interested in how certain you are about the type of plans you had on that
job. Are you very certain, somewhat certain or not certain at all that you
actually had (a) [TYPE OF PENSION PLAN]
.................................................................................
6 1. VERY CERTAIN
4 2. SOMEWHAT CERTAIN
1 3. NOT CERTAIN AT ALL
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20543 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W085A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW034F NUMBER OF YEARS IN PLAN -6
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.W034A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How many years altogether were you included in this plan?
IWER: INCLUDE years with other employers if same plan
IWER: ROUND the value to the nearest year
0-50 years
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
11 2 13 6.91 3.08 20543
-----------------------------------------------------------------
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W082APlanType
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W001A <> REFUSAL THEN
IF (SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W043A <> NO) AND
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W043A <> NONRESPONSE THEN
IF (SecL.JOBHISTORY.EMPLOYERLOOP.PENSIONLOOP4SECL.TYPES.piWhichSection <> 5)
AND (piW087_Consistency <> TYPEACONSISTENT) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW002F AMOUNT IN PENS WHEN LEFT-B -6
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W002A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[For the part of your pension where money is accumulated in an account, how
/How] much money was in your account when you left that [business/employer/job]?
IWER: If R says 'does not have an account', enter [999996]
IWER: Do not probe DK/RF
Amount:
.................................................................................
8 8000-256000. Actual Value
999996. R DOES NOT HAVE AN ACCOUNT
1 999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20545 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW003F AMOUNT IN PENSION WHEN LEFT-B - MIN -6
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W003A
Did it amount to a total of less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $5,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
RANDOM ENTRY POINT ASSIGNMENT [1 ($20,000)] or [{NOT 1} ($50,000)] AT X503
.................................................................................
1 5001. Value of Breakpoint
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW004F AMOUNT IN PENSION WHEN LEFT-B - MAX -6
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W004A
*
.................................................................................
1 19999. Value of Breakpoint
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW005F AMOUNT IN PENSION WHEN LEFT-B - RESULT -6
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W005A
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W082APlanType
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W001A <> REFUSAL THEN
IF (SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W043A <> NO) AND
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW097FM1 DISPOSITION OF PENSION-B -6 -1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W097B[1]
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[What happened to your benefits or pension account from/When you retired, what
did you do with/When you left that [business/employer], what did you do with]
that plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, [did you transfer it to a
new employer,/did you lose your benefits,] did you receive or are you receiving
one or more installments or irregular payments, or what?)
IWER: Do not probe but choose all that apply and ask all appropriate follow-up
questions
.................................................................................
6 1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2 2. ROLLED OVER INTO IRA
1 3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
1 5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
9. CONTINUED COLLECTING
10. EXPECTING FUTURE BENEFITS
1 97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20543 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W082APlanType
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W001A <> REFUSAL THEN
IF (SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W043A <> NO) AND
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.W043A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW097FM2 DISPOSITION OF PENSION-B -6 -2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W097B[2]
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[What happened to your benefits or pension account from/When you retired, what
did you do with/When you left that [business/employer], what did you do with]
that plan?
(Are you receiving benefits in the form of regular payments now, did you
withdraw all or part of the money, roll it over into an IRA, leave it in the old
plan, did you convert it to or purchase an annuity, [did you transfer it to a
new employer,/did you lose your benefits,] did you receive or are you receiving
one or more installments or irregular payments, or what?)
IWER: Do not probe but choose all that apply and ask all appropriate follow-up
questions
.................................................................................
1. WITHDREW THE MONEY/RECEIVED CASH SETTLEMENT/LUMP-SUM
2. ROLLED OVER INTO IRA
3. LEFT IN THE PLAN
4. CONVERT TO/PURCHASED ANNUITY
5. TRANSFERRED TO NEW EMPLOYER
6. LOST BENEFITS
7. RECEIVED/RECEIVING INSTALLMENTS/TOOK IRREGULAR WITHDRAWALS
8. RECEIVING BENEFITS NOW
9. CONTINUED COLLECTING
10. EXPECTING FUTURE BENEFITS
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
IF NOT (WITHDREWTHEMONEY IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) AND NOT
(LOSTBENEFITS IN SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B)
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW065F ALLOWED LUMP SUM PAYMENT-TYPE B -6
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W065A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Could you have taken benefits as a cash settlement or a lump-sum payment?
.................................................................................
3 1. YES
3 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20548 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
IF (LEFTTOACCUMULATE IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) OR (INSTALLMENTS
IN SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) THEN
IF ((SecL.JOBHISTORY.EMPLOYERLOOP.PENSIONLOOP4SECL.TYPES.piWhichSection <> 5)
AND ((W097B.CARDINAL <> 1) OR NOT
(SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W002A > 0))) AND
(LEFTTOACCUMULATE IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW008F AMOUNT LEFT IN OLD ACCOUNT-B -6
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W008A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much money did you leave in the old plan?
Amount:
.................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
1 999999. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
IF (LEFTTOACCUMULATE IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) OR (INSTALLMENTS
IN SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) THEN
IF INSTALLMENTS IN SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW063F TYPE B PENSION TOTAL AMT RECEIVED IN INSTALLMENTS -6
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W063A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much money in total did you receive in installments or irregular payments in
the last calendar year?
Amount:
.................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
IF (LEFTTOACCUMULATE IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) OR (INSTALLMENTS
IN SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) THEN
IF (SecL.JOBHISTORY.EMPLOYERLOOP.PENSIONLOOP4SECL.TYPES.piWhichSection = 5) OR
((piW087_Consistency <> TYPEACONSISTENT) AND
(SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W002A <> -2)) THEN
IF LEFTTOACCUMULATE IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW009F AMOUNT IN PENSION NOW-B -6
Section: L Level: Respondent Type: Numeric Width: 7 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W009A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much is in that account now?
IWER: Do not probe DK/RF
Amount:
.................................................................................
9999998. DK (Don't Know); NA (Not Ascertained)
9999999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW010F AMOUNT IN PENSION NOW-B - MIN -6
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W010A
Did it amount to a total of less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $10,000, $20,000, $50,000, $150,000
RANDOM ENTRY POINTS: $20,000, $50,000
RANDOM ENTRY POINT ASSIGNMENT [1 ($20,000)] or [{NOT 1} ($50,000)] AT X504
.................................................................................
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW011F AMOUNT IN PENSION NOW-B - MAX -6
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W011A
*
.................................................................................
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NLW012F AMOUNT IN PENSION NOW-B - RESULT -6
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W012A
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
IF ((CONVERTTOANNUITY IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) OR (RECEIVING IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) THEN
IF (NOT (RECEIVING IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) AND NOT
(CONTINUEDCOLLECTING IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B)) OR
(CONVERTTOANNUITY IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW013F AMOUNT CONVERTED TO ANNUITY-B -6
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W013A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much did you (convert to/purchase as) an annuity?
Amount:
.................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B
IF ((CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) OR
(RECEIVING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) THEN
IF (CONVERTTOANNUITY IN SecL.JOBHISTORY.PENSIONLOOP3SECL[i].TYPES.W097B) AND
(W097B.CARDINAL = 1) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW108F STARTED RECEIVING ANNUITY -6
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W108A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Have you started receiving benefits from this annuity?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
IF ((CONVERTTOANNUITY IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) OR (RECEIVING IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) THEN
IF (RECEIVING IN SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B)
OR (SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W108A = YES) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW014F AGE WHEN ANNUITY STARTED-B -6
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W014A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How old were you when you started receiving benefits?
IWER: If R mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months
50-80 Age
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W014A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W014A <> NONRESPONSE
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW086F AGE -6
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W086A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: If R reports AGE and months, enter number of months
IWER: If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W014A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW015F AMOUNT OF ANNUITY-B -6
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W015A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much are the benefits per month or year?
IWER: If benefits have not yet started, record what benefits will be
Amount:
Per:
.................................................................................
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W015A
IF ((SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W015A <> 0) AND
(SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W015A <> DONTKNOW)) AND
(SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W015A <> REFUSAL) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW016F AMOUNT OF ANNUITY PER-B -6
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W016A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: PROBE if necessary: Is that per month or year?
Amount: $[AMOUNT OF ANNUITY-B]
Per:
.................................................................................
4. MONTH
6. YEAR
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W016A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW028F ADJUSTED FOR COST OF LIVING -6
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W028A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Are the benefits adjusted for changes in the cost of living?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W028A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W028A = YES THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW059F BENEFITS AUTOMATICALLY ADJUSTED-6
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W059A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Are the benefits adjusted automatically?
.................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W015A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW049F ANNUITY BENEFITS DURATION -6
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W049A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Will this payment continue [only] as long as you live, [as long as either you or
your [husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
1. AS LONG AS R LIVES
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W050S
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W049A = FORAFIXEDTIME
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW051F ANNUITY BENEFITS-UNTIL YR -6
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W051A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W051A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W051A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW052F ANNUITY BENEFITS-UNTIL AGE -6
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W052A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W052A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W051A = EMPTY AND
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W052A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW053F ANNUITY BENEFITS-YEARS -6
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W053A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
IF ((CONVERTTOANNUITY IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) OR (RECEIVING IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B)) OR
(CONTINUEDCOLLECTING IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) THEN
IF ((piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss =
PARTNERED_VOL)) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW054F SPP DIE WILL ANNUITY INCOME -6
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W054A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
If you or your [husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
1. CHANGE
3. STAY THE SAME
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
IF ROLLEDOVERINTOIRA IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW018F AMOUNT OF PENSION ROLLOVER-B -6
Section: L Level: Respondent Type: Numeric Width: 7 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W018A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much did the rollover amount to?
Amount:
.................................................................................
2 77000-256000. Actual Value
9999998. DK (Don't Know); NA (Not Ascertained)
9999999. RF (Refused)
20552 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
IF (TRANSFERREDTONEWEMPLOYER IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW019F AMOUNT OF TRANSFER-B -6
Section: L Level: Respondent Type: Numeric Width: 7 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W019A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much did the transfer amount to?
Amount:
.................................................................................
1 10000. Actual Value
9999998. DK (Don't Know); NA (Not Ascertained)
9999999. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
IF WITHDREWTHEMONEY IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW056F HOW MUCH MONEY WITHDRAWN -6
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W056A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
How much money did you withdraw or how much was the lump sum or cash settlement
you received?
Amount:
.................................................................................
4 8000-31000. Actual Value
2 99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20548 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W056A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW057F WHAT DONE WITH MONEY WITHDRAWN -6
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W057A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What did you do with the money?
.................................................................................
1. BOUGHT DURABLES
2 2. SPENT IT
2 3. SAVED/INVESTED
2 4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20548 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
IF (EXPECTFUTUREBENEFITS IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) AND
((piSecAStartInterviewA009_SelfPrxy = SLF)) THEN
IF NOT (RECEIVING IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) AND NOT
(CONTINUEDCOLLECTING IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW035F AGE EXPECT TO REC BENEFITS -6
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W035A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
At what age do you expect to start receiving (the rest of your) benefits from
this plan?
IWER: If R mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months
40-94 age
96 Already receiving benefits
.................................................................................
96. ALREADY RECEIVING BENEFITS
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W035A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W035A <> NONRESPONSE
THEN
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W035A <> 96 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW098F AGE EXPECT TO REC BENEFITS MNTHS -6
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W098A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: If R reports AGE and months, enter number of months
IWER: If R did not mention months, press [ENTER] to continue
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W098A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW036F FORM OF EXPECTED BENEFITS -6
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W036A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
About how much do you expect these benefits to be, either as a percent of your
pay when you left that job, or as an amount per month or year when you start
receiving them?
.................................................................................
1. PERCENT OF PAY
2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W036A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W036A = LUMPSUM THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW041F EXPECTED BENEFITS-LUMP SUM -6
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W041A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: ENTER lump sum amount
Amount:
.................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W041A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W036A <> NONRESPONSE
THEN
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W036A = PERCENTOFPAY
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW037F EXPECTED BENEFIT-PCT FINAL PAY-A -6
Section: L Level: Respondent Type: Numeric Width: 3 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W037A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: ENTER percent of final pay
1-100 percent
Percent:
.................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W037A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W036A =
AMOUNTPERMONTHYEAR THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW038F AMOUNT OF EXPECTED BENEFITS -6
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W038A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: PROBE if necessary: How much do you expect to receive?
IWER: Do not probe DK/RF
Amount:
Per:
.................................................................................
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NL133F AMT OF EXPECTED BENEFITS-MIN -6
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.J133_
Did it amount to a total of less than $____ , more than $____ , or what?
PROCEDURES: 2Up1Down, 1Up2Down
BREAKPOINTS: $500, $1,000, $2,000, $3,000
RANDOM ENTRY POINTS: $1,000, $2,000
RANDOM ENTRY POINT ASSIGNMENT [1 ($1,000)] or [{NOT 1} ($2,000)] AT X507
.................................................................................
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NL134F AMOUNT OF EXPECTED BENEFITS - MAX -6
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.J134_
*
.................................................................................
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NL135F AMOUNT OF EXPECTED BENEFITS - RESULT -6
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.J135_
*
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W038A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W038A <> EMPTY AND
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W038A <> NONRESPONSE
THEN
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W038A <> 0 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW039F EXPECTED BENEFITS PER -6
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W039A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
IWER: PROBE if necessary: Is that per month or year?
Amount: [AMOUNT OF EXPECTED BENEFITS]
Per:
.................................................................................
4. MONTH
6. YEAR
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W041A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W036A <> NONRESPONSE
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW089F ANNUITY BENEFITS DURATION -6
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W089A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
Will this payment continue [only] as long as you live, [as long as either you or
your [husband/wife/partner] live,] is it for a fixed time period, or what?
.................................................................................
1. AS LONG AS R LIVES
2. AS LONG AS R OR SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W090S
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W089A = FORAFIXEDTIME
THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW091F ANNUITY BENEFITS-UNTIL YR -6
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W091A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W091A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W091A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW092F ANNUITY BENEFITS-UNTIL AGE -6
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W092A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W092A
IF SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W091A = EMPTY AND
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W092A = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW093F ANNUITY BENEFITS-YEARS -6
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W093A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
What is that time period?
Until year:
Or
Until age:
Or
Years:
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W089A
IF ((piRespondents1X065ACouplenss = MARRIED) OR (piRespondents1X065ACouplenss =
PARTNERED_VOL)) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW094F SPP DIE WILL ANNUITY INCOME -6
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W094A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
If you or your [husband/wife/partner] should die, will the pension payments
change, stay the same, or what?
.................................................................................
1. CHANGE
3. STAY THE SAME
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B
IF ((SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W041A = EMPTY AND
((piSecAStartInterviewA009_SelfPrxy = SLF))) AND ((EXPECTFUTUREBENEFITS IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) OR (RECEIVING IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B))) AND
(LEFTTOACCUMULATE IN
SecL.JOBHISTORY.EMPLOYERLOOP[i].PENSIONLOOP4SECL.TYPES.W097B) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW096F PLAN MONEY SAME AS BENEFITS -6
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EMPLOYERLOOP[2].PENSIONLOOP4SECL.TYPES.W096A
[EMPLOYER NAME - [PLAN TYPE]/ JOB - [DATES OF EMPLOYMENT] - [PLAN TYPE]]
[You mentioned that you left money in this plan and you expect future benefits
from this plan. Is the money you reported leaving in the plan the same as the
money that will finance your future benefits?/You mentioned that you left money
in this plan and you are currently receiving benefits from this plan. Is the
money you reported leaving in the plan the same as the money financing the
benefits you are drawing from?]
.................................................................................
1. NO, DIFFERENT MONEY
2. YES, THE SAME MONEY
3. YES, PARTLY THE SAME
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.L007_
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW066 OTHER PAST PENSIONS- RECV PAYMENTS
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W066_
IWER: READ slowly.
(Now we'd like to talk about pensions from former employers.)
Do you have any (other) pension plans from former jobs from which you are not
currently receiving any income payments and that you have not already told me
about?
.................................................................................
7 1. YES
2. [VOL] YES, TWO OR MORE
214 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
2 9. RF (Refused)
20330 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W066_
IF ((SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W066_ <> NO) AND
(SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W066_ <> DONTKNOW)) AND
(SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W066_ <> REFUSAL) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW069 TOTAL ACCT BALANCE ALL PAST PENS PLANS
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W069_
The next few questions relate to retirement plans from other current or former
jobs from which you are not currently receiving any income payments, and that
you have not already told me about. Thinking first about the type of plans that
accumulate a balance, what is the sum of the balance in all the remaining
pension plans where you expect to receive benefits in the future?
IWER: If R says 'does not have any account(s)', enter [999996]
Amount:
.................................................................................
6 0-233000. Actual Value
999996. R DOES NOT HAVE ANY ACCOUNT(S)
1 999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20547 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W069_
IF (SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W069_ <> -2) AND
SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W069_ <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW070 OTHER PAST PENSIONS- WITHDRAW MONEY
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W070_
Could you withdraw the money from [this/these] [account/accounts] if you wanted
to?
IWER: If R reported could withdraw now or at some future date, choose a relevant
answer-( yes, all or yes, some)
.................................................................................
3 1. YES, ALL
1 2. YES, SOME
2 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20548 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W070_
IF ((SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W070_ <> NO) AND
(SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W070_ <> DONTKNOW)) AND
(SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W070_ <> REFUSAL) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW071M1 OTHER PAST PENSIONS- PLAN W/DRAW MONEY-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W071M[1]
Do you plan to withdraw money from [this/these] [account/accounts] in the
future, do you plan to convert money in [this/these] [account/accounts] to a
regular monthly annuity payment, do you plan to roll the [account/accounts] over
to an IRA, or what?
IWER: CHOOSE all that apply
.................................................................................
1 1. WITHDRAW MONEY
2. CONVERT TO ANNUITY
1 3. ROLL OVER TO IRA
2 4. Leave to accumulate
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20550 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W070_
IF ((SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W070_ <> NO) AND
(SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W070_ <> DONTKNOW)) AND
(SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W070_ <> REFUSAL) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW071M2 OTHER PAST PENSIONS- PLAN W/DRAW MONEY-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W071M[2]
Do you plan to withdraw money from [this/these] [account/accounts] in the
future, do you plan to convert money in [this/these] [account/accounts] to a
regular monthly annuity payment, do you plan to roll the [account/accounts] over
to an IRA, or what?
IWER: CHOOSE all that apply
.................................................................................
1. WITHDRAW MONEY
2. CONVERT TO ANNUITY
3. ROLL OVER TO IRA
4. Leave to accumulate
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W069_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW067 AMT EXPECT IN FUTURE-PAST PENSION PLANS
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W067_
IWER:
READ SLOWLY: Now thinking about the type of plans that give regular payments
and considering only retirement plans from all other current or former jobs from
which you are not currently receiving any income payments, how much do you
expect to receive in total from all such plans per month or per year?
IWER: Do not probe DK/RF
IWER: IF R SAYS 'DOES NOT HAVE ANY PLANS OF THIS TYPE', ENTER [99996]
Amount:
Per:
.................................................................................
4 2500-50000. Actual Value
99996. R DOES NOT HAVE ANY PLANS OF THIS TYPE
2 99998. DK (Don't Know); NA (Not Ascertained)
1 99999. RF (Refused)
20547 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W067_
IF ((SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W067_ <> 0) AND
(SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W067_ <> -2)) AND
SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W067_ <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NLW068 AMT EXPECT IN FUTURE-PAST PENS PLANS-PER
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.PASTPENSIONCONTDSECL.W068_
(Now thinking about the type of plans that give regular payments and considering
only retirement plans from other current or former jobs from which you are not
currently receiving any income payments, how much do you expect to receive in
total from all such plans per month or per year?)
Amount: [AMT EXPECT IN FUTURE-PAST PENSION PLANS]
Per:
.................................................................................
2 4. MONTH
2 6. YEAR
7. OTHER(SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20550 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASSIGN: IF piSecKEMPHISTORYK022_YrStrtWrkPay = RESPONSE THEN
L064_YrStartLastJob := piSecKEMPHISTORYK022_YrStrtWrkPay ELSEIF
piSecKEMPHISTORYK023_YrsAgoStrtWrkPay = RESPONSE THEN
L064_YrStartLastJob := YEAR (SYSDATE) - piSecKEMPHISTORYK023_YrsAgoStrtWrkPay
ELSEIF (piSecKEMPHISTORYK024_AgeStrtWrkPay = RESPONSE) AND
(piSecAContinuInterviewA019_Rage > 0) THEN
L064_YrStartLastJob := YEAR (SYSDATE) - (piSecAContinuInterviewA019_Rage -
piSecKEMPHISTORYK024_AgeStrtWrkPay) ELSEIF piSecKEMPHISTORYK004_YrLastWrkPay =
RESPONSE THEN
L064_YrStartLastJob := piSecKEMPHISTORYK004_YrLastWrkPay ELSEIF
piSecKEMPHISTORYK005_YrsAgoWrkPay = RESPONSE THEN
L064_YrStartLastJob := YEAR (SYSDATE) - piSecKEMPHISTORYK005_YrsAgoWrkPay
ELSEIF piSecJCURRENTJOBCURRJOBSELFANDELSEJ249_YrBeginCurrEmp = RESPONSE THEN
L064_YrStartLastJob := piSecJCURRENTJOBCURRJOBSELFANDELSEJ249_YrBeginCurrEmp
ELSE
L064_YrStartLastJob := YEAR (SYSDATE)
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL064 YEAR START LAST JOB
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.L064_YrStartLastJob
*
.................................................................................
471 1959-2013. Actual Value
20083 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASSIGN: L065_YrMostRec5yrJob := L064_YrStartLastJob:{PREVIOUS ASK}
SecL.JOBHISTORY.L005_
IF NOT(((SecL.JOBHISTORY.MOSTRECENTJOB.L012_YrMostRecJob = RESPONSE) AND
(SecL.JOBHISTORY.MOSTRECENTJOB.L019_LftRecJobCalcYr = RESPONSE)) AND
((SecL.JOBHISTORY.L064_YrStartLastJob -
SecL.JOBHISTORY.MOSTRECENTJOB.L019_LftRecJobCalcYr) <= 0)) THEN
ASSIGN: L065_YrMostRec5yrJob := MOSTRECENTJOB.L012_YrMostRecJob:{PREVIOUS ASK}
SecL.JOBHISTORY.L005_
IF ((SecL.JOBHISTORY.MOSTRECENTJOB.L012_YrMostRecJob = RESPONSE) AND
(SecL.JOBHISTORY.MOSTRECENTJOB.L019_LftRecJobCalcYr = RESPONSE)) AND
((SecL.JOBHISTORY.L064_YrStartLastJob -
SecL.JOBHISTORY.MOSTRECENTJOB.L019_LftRecJobCalcYr) <= 0) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL065 YEAR MOST RECENT 5YR JOB
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.L065_YrMostRec5yrJob
*
.................................................................................
471 1950-2013. Actual Value
20083 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASSIGN: L067_Yr1stJob := EMPLOYERLOOP[1].L034A:{PREVIOUS ASK}
SecL.JOBHISTORY.L005_
IF ((EMPLOYERLOOP[1].L034A = RESPONSE) AND (EMPLOYERLOOP[1].L035A = RESPONSE))
AND ((EMPLOYERLOOP[1].L034A < SecL.JOBHISTORY.L067_Yr1stJob) OR
SecL.JOBHISTORY.L067_Yr1stJob = EMPTY) THEN
ASSIGN: L067_Yr1stJob := EMPLOYERLOOP[2].L034A:{PREVIOUS ASK}
SecL.JOBHISTORY.L005_
IF (EMPLOYERLOOP[2].L034A = RESPONSE) AND (EMPLOYERLOOP[2].L035A = RESPONSE)
THEN
ASSIGN: L067_Yr1stJob := L065_YrMostRec5yrJob:{PREVIOUS ASK}
SecL.JOBHISTORY.L005_
IF (SecL.JOBHISTORY.L065_YrMostRec5yrJob = RESPONSE) AND
((SecL.JOBHISTORY.L065_YrMostRec5yrJob < SecL.JOBHISTORY.L067_Yr1stJob) OR
SecL.JOBHISTORY.L067_Yr1stJob = EMPTY) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL067 YR OF FIRST JOB
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.L067_Yr1stJob
*
.................................................................................
471 1950-2013. Actual Value
20083 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
ASSIGN: L066_Yr2ndJob := EMPLOYERLOOP[1].L034A:{PREVIOUS ASK}
SecL.JOBHISTORY.L005_
IF (((EMPLOYERLOOP[1].L034A = RESPONSE) AND (EMPLOYERLOOP[1].L035A = RESPONSE))
AND ((EMPLOYERLOOP[1].L034A < SecL.JOBHISTORY.L066_Yr2ndJob) OR
SecL.JOBHISTORY.L066_Yr2ndJob = EMPTY)) AND (EMPLOYERLOOP[1].L034A >
SecL.JOBHISTORY.L067_Yr1stJob) THEN
ASSIGN: L066_Yr2ndJob := EMPLOYERLOOP[2].L034A:{PREVIOUS ASK}
SecL.JOBHISTORY.L005_
IF ((EMPLOYERLOOP[2].L034A = RESPONSE) AND (EMPLOYERLOOP[2].L035A = RESPONSE))
AND (EMPLOYERLOOP[2].L034A > SecL.JOBHISTORY.L067_Yr1stJob) THEN
ASSIGN: L066_Yr2ndJob := L065_YrMostRec5yrJob:{PREVIOUS ASK}
SecL.JOBHISTORY.L005_
IF ((SecL.JOBHISTORY.L065_YrMostRec5yrJob = RESPONSE) AND
((SecL.JOBHISTORY.L065_YrMostRec5yrJob < SecL.JOBHISTORY.L066_Yr2ndJob) OR
SecL.JOBHISTORY.L066_Yr2ndJob = EMPTY)) AND
(SecL.JOBHISTORY.L065_YrMostRec5yrJob > SecL.JOBHISTORY.L067_Yr1stJob) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL066 YEAR SECOND JOB
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.L066_Yr2ndJob
*
.................................................................................
36 1979-2012. Actual Value
20518 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.L005_
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA) THEN
IF (piSecJWORKSTATUSJ020_WorkforPay <> NO) OR
((piSecKEMPHISTORYK004_YrLastWrkPay >= (YEAR (SYSDATE) - 1)) OR
((piSecKEMPHISTORYK005_YrsAgoWrkPay <= 1) AND piSecKEMPHISTORYK005_YrsAgoWrkPay
<> EMPTY)) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL039 # WEEKS PAID VACATION
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.L039_
Counting paid vacations as weeks of work, how many weeks did you work in the
last 12 months?
IWER: 'Weeks worked' for this question could be from R's current job (as
reported in section J) or from the last/previous job R worked at during the last
12 months (as reported in section K/L)
IWER: Count paid sick time as work time
# Of weeks:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
346 0 52 42.81 16.35 20189
-----------------------------------------------------------------
17 98. DK (Don't Know); NA (Not Ascertained)
2 99. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.L005_
IF (piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL040 OFFERED EARLY OUT WINDOWS
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.L040_OffrdEOW
Employers sometimes encourage older workers to leave a firm at a particular time
by offering a special financial incentive, like a cash bonus or improved pension
benefits. These are often called 'early retirement windows.'
Have you ever been offered such an early retirement window on any job?
.................................................................................
20 1. YES
438 5. NO
2 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
20093 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.L040_OffrdEOW
IF (SecL.JOBHISTORY.L040_OffrdEOW <> NO) AND SecL.JOBHISTORY.L040_OffrdEOW <>
NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL041 # OF EARLY OUT WINDOWS OFFERED
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.L041_NumEOWs
How many times has this happened?
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
19 1 3 1.26 0.56 20534
-----------------------------------------------------------------
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
==========================================================================================
ASSIGN: L042AEOWCntr := FIRSTEARLYOUTWINDOW:{PREVIOUS ASK}
SecL.JOBHISTORY.L041_NumEOWs
IF SecL.JOBHISTORY.L041_NumEOWs <> NONRESPONSE THEN
IF SecL.JOBHISTORY.L041_NumEOWs = 1 THEN
ASSIGN: L042AEOWCntr := SECONDEARLYOUTWINDOW:{PREVIOUS ASK}
SecL.JOBHISTORY.L041_NumEOWs
IF SecL.JOBHISTORY.L041_NumEOWs <> NONRESPONSE THEN
IF NOT(SecL.JOBHISTORY.L041_NumEOWs = 1) THEN
IF SecL.JOBHISTORY.L041_NumEOWs > 1 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL042 EARLY OUT WINDOW COUNTER
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.L042AEOWCntr
*
.................................................................................
15 1. FIRST EARLY-OUT WINDOW
4 2. SECOND EARLY-OUT WINDOW
20535 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.L041_NumEOWs
IF SecL.JOBHISTORY.L041_NumEOWs <> NONRESPONSE THEN
IF SecL.JOBHISTORY.i <= L042AEOWCntr.ORD THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL043A YR EARLY OUT WINDOW OFFERED- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[1].L043A
When was the [first/last] special incentive offered?
Year:
.................................................................................
18 1994-2012. Actual Value
1 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20535 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L044A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL045AM1 TYPE EARLY OUT WINDOW- 1- 1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[1].L045B[1]
Was the special incentive a cash bonus, improved pension benefits, or what?
IWER: ENTER all that apply
.................................................................................
7 1. CASH BONUS
4 2. IMPROVED PENSION BENEFITS
3. PERMANENT MEDICAL INSURANCE
4. TEMPORARY MEDICAL INSURANCE
1 5. TEMPORARY CASH BENEFIT
2 6. ADDITIONAL YEARS OF SERVICE CREDITED
3 7. OTHER (SPECIFY)
2 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20535 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L044A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL045AM2 TYPE EARLY OUT WINDOW- 1- 2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[1].L045B[2]
Was the special incentive a cash bonus, improved pension benefits, or what?
IWER: ENTER all that apply
.................................................................................
1 1. CASH BONUS
2. IMPROVED PENSION BENEFITS
3. PERMANENT MEDICAL INSURANCE
4. TEMPORARY MEDICAL INSURANCE
5. TEMPORARY CASH BENEFIT
6. ADDITIONAL YEARS OF SERVICE CREDITED
1 7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20552 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L044A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL045AM3 TYPE EARLY OUT WINDOW- 1- 3
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[1].L045B[3]
Was the special incentive a cash bonus, improved pension benefits, or what?
IWER: ENTER all that apply
.................................................................................
1. CASH BONUS
2. IMPROVED PENSION BENEFITS
3. PERMANENT MEDICAL INSURANCE
4. TEMPORARY MEDICAL INSURANCE
5. TEMPORARY CASH BENEFIT
6. ADDITIONAL YEARS OF SERVICE CREDITED
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B
IF CASHBONUS IN SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL047A EARLY OUT WINDOW- AMOUNT CASH BONUS- 1
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[1].L047A
How much did the cash bonus offer amount to?
IWER: Use zero for none
Amount:
.................................................................................
6 15000-75000. Actual Value
1 99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
20547 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B
IF IMPROVEDPENSIONBENEFITS IN SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL048A AMOUNT EXTRA PENSION BENEFITS- 1
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[1].L048A
How much did the extra pension benefits offer amount to?
Amount:
Per:
.................................................................................
1 2000. Actual Value
3 99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
20550 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L048A
IF (SecL.JOBHISTORY.EARLYRETWINDOW[i].L048A <> 0) AND
SecL.JOBHISTORY.EARLYRETWINDOW[i].L048A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL049A AMOUNT EXTRA PENSION BENEFITS-PER- 1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[1].L049A
(How much did the extra pension benefits offer amount to?)
IWER: PROBE if necessary: Was that per week, month, or year?
Amount: [AMOUNT EXTRA PENSION BENEFITS]
Per:
.................................................................................
2. WEEK
1 4. MONTH
6. YEAR
95. LUMP SUM
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B
IF TEMPMEDICALINS IN SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL051A TEMP MEDICAL INSURANCE- UNTIL AGE- 1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[1].L051A
Until what age was the temporary medical insurance offered?
35-80 AGE
95 Number of years given
96 Answered year
.................................................................................
95. NUMBER OF YEARS GIVEN
96. ANSWERED YEAR
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L051A
IF SecL.JOBHISTORY.EARLYRETWINDOW[i].L051A = 95 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL052A TEMP MEDICAL INSURANCE-# YRS- 1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[1].L052A
IWER: PROBE if necessary: For how many years was the temporary medical insurance
offered?
1-25 years
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L052A
IF SecL.JOBHISTORY.EARLYRETWINDOW[i].L051A = 96 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL053A TEMP MEDICAL INSURANCE- UNTIL YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[1].L053A
IWER: PROBE if necessary: Until which year was the temporary medical insurance
offered?
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B
IF TEMPORARYCASHBENEFIT IN SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL054A AMOUNT TEMP CASH BENEFIT- 1
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[1].L054A
How much did the temporary cash benefits amount to?
IWER: Use zero for none
Amount:
Per:
.................................................................................
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L054A
IF SecL.JOBHISTORY.EARLYRETWINDOW[i].L054A <> NONRESPONSE AND
(SecL.JOBHISTORY.EARLYRETWINDOW[i].L054A <> 0) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL055A AMOUNT TEMP CASH BENEFIT - PER- 1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[1].L055A
(How much did the temporary cash benefits amount to?)
IWER: PROBE if necessary: Was that per month or year?
Amount: [AMOUNT TEMP CASH BENEFIT]
Per:
.................................................................................
2. WEEK
4. MONTH
6. YEAR
95. LUMP SUM
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L054A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL056A RECD TEMP CASH UNTIL-AGE- 1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[1].L056A
Until what age was the temporary cash benefit offered?
35-80 age
95 Number of years given
96 Answered year
.................................................................................
95. NUMBER OF YEARS GIVEN
96. ANSWERED YEAR
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L056A
IF SecL.JOBHISTORY.EARLYRETWINDOW[i].L056A IN [95, 96] THEN
IF SecL.JOBHISTORY.EARLYRETWINDOW[i].L056A <> 96 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL057A RECD TEMP CASH UNTIL-# YRS- 1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[1].L057A
IWER: PROBE if necessary: For how many years was the temporary cash benefit
offered?
0-25 years
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L057A
IF SecL.JOBHISTORY.EARLYRETWINDOW[i].L056A = 96 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL058A RECD TEMP CASH UNTIL-YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[1].L058A
IWER: PROBE if necessary: Until which year was the temporary cash benefit
offered?
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B
IF ADDIEARSOFSERVICECREDITED IN SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL059A # YRS SERVICE CREDIT- 1
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[1].L059A
How many years of service credit were you offered?
1-20 years
.................................................................................
1 3. Actual Value
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20553 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B
IF OTHSPECIFY IN SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL060A AMOUNT OF OTHER INCENTIVE OFFERS- 1
Section: L Level: Respondent Type: Numeric Width: 8 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[1].L060A
IF R MENTIONS OTHER INCENTIVES ONLY (L045=7 ONLY):
Altogether, how much did the incentive offer amount to?
OTHERWISE:
(Not including [the cash bonus, /(and) improved pension benefits, /(and)
permanent medical insurance, /(and) temporary medical insurance, /(and)
temporary cash benefit, /(and) additional years of service credited], ) what was
the value of the other part of the (first/second) incentive offer?
IWER: Use zero for none
Amount:
.................................................................................
5 0-300000. Actual Value
2 99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
20547 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL061A ACCEPT INCENTIVES AND LEAVE- 1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[1].L061A
Did you accept the incentive and leave that employer?
.................................................................................
9 1. YES
10 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20535 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L061A
IF (SecL.JOBHISTORY.EARLYRETWINDOW[i].L061A <> NO) AND
SecL.JOBHISTORY.EARLYRETWINDOW[i].L061A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL062A IMPORTANCE OF INCENTIVE IN LEAVING- 1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[1].L062A
Was the special incentive important in your decision, or would you probably have
left at about that time anyway?
.................................................................................
6 1. IMPORTANT IN R'S DECISION
2 5. WOULD HAVE LEFT ANYWAY
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20545 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L062A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL063A LEAVE IF INCENTIVE TWICE AMOUNT -1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[1].L063A
If you had been offered twice as much (to leave) at that time, would you have
done so?
.................................................................................
1 1. YES
8 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20544 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.L041_NumEOWs
IF SecL.JOBHISTORY.L041_NumEOWs <> NONRESPONSE THEN
IF SecL.JOBHISTORY.i <= L042AEOWCntr.ORD THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL043B YR EARLY OUT WINDOW OFFERED- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[2].L043A
When was the [first/last] special incentive offered?
Year:
.................................................................................
4 1999-2012. Actual Value
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20550 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L044A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL045BM1 TYPE EARLY OUT WINDOW -2-1
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[2].L045B[1]
Was the special incentive a cash bonus, improved pension benefits, or what?
IWER: ENTER all that apply
.................................................................................
3 1. CASH BONUS
2. IMPROVED PENSION BENEFITS
3. PERMANENT MEDICAL INSURANCE
4. TEMPORARY MEDICAL INSURANCE
5. TEMPORARY CASH BENEFIT
6. ADDITIONAL YEARS OF SERVICE CREDITED
7. OTHER (SPECIFY)
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20550 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L044A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL045BM2 TYPE EARLY OUT WINDOW -2-2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[2].L045B[2]
Was the special incentive a cash bonus, improved pension benefits, or what?
IWER: ENTER all that apply
.................................................................................
1. CASH BONUS
2. IMPROVED PENSION BENEFITS
3. PERMANENT MEDICAL INSURANCE
4. TEMPORARY MEDICAL INSURANCE
5. TEMPORARY CASH BENEFIT
6. ADDITIONAL YEARS OF SERVICE CREDITED
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B
IF CASHBONUS IN SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL047B EARLY OUT WINDOW- AMOUNT CASH BONUS- 2
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[2].L047A
How much did the cash bonus offer amount to?
IWER: Use zero for none
Amount:
.................................................................................
3 15000-50000. Actual Value
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20551 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B
IF IMPROVEDPENSIONBENEFITS IN SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL048B AMOUNT EXTRA PENSION BENEFITS- 2
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[2].L048A
How much did the extra pension benefits offer amount to?
Amount:
Per:
.................................................................................
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L048A
IF (SecL.JOBHISTORY.EARLYRETWINDOW[i].L048A <> 0) AND
SecL.JOBHISTORY.EARLYRETWINDOW[i].L048A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL049B AMOUNT EXTRA PENSION BENEFITS-PER- 2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[2].L049A
(How much did the extra pension benefits offer amount to?)
IWER: PROBE if necessary: Was that per week, month, or year?
Amount: [AMOUNT EXTRA PENSION BENEFITS]
Per:
.................................................................................
2. WEEK
4. MONTH
6. YEAR
95. LUMP SUM
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B
IF TEMPMEDICALINS IN SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL051B TEMP MEDICAL INSURANCE- UNTIL AGE- 2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[2].L051A
Until what age was the temporary medical insurance offered?
35-80 AGE
95 Number of years given
96 Answered year
.................................................................................
95. NUMBER OF YEARS GIVEN
96. ANSWERED YEAR
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L051A
IF SecL.JOBHISTORY.EARLYRETWINDOW[i].L051A = 95 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL052B TEMP MEDICAL INSURANCE-# YRS- 2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[2].L052A
IWER: PROBE if necessary: For how many years was the temporary medical insurance
offered?
1-25 years
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L052A
IF SecL.JOBHISTORY.EARLYRETWINDOW[i].L051A = 96 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL053B TEMP MEDICAL INSURANCE- UNTIL YR- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[2].L053A
IWER: PROBE if necessary: Until which year was the temporary medical insurance
offered?
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B
IF TEMPORARYCASHBENEFIT IN SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL054B AMOUNT TEMP CASH BENEFIT- 2
Section: L Level: Respondent Type: Numeric Width: 5 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[2].L054A
How much did the temporary cash benefits amount to?
IWER: Use zero for none
Amount:
Per:
.................................................................................
99998. DK (Don't Know); NA (Not Ascertained)
99999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L054A
IF SecL.JOBHISTORY.EARLYRETWINDOW[i].L054A <> NONRESPONSE AND
(SecL.JOBHISTORY.EARLYRETWINDOW[i].L054A <> 0) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL055B AMOUNT TEMP CASH BENEFIT - PER- 2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[2].L055A
(How much did the temporary cash benefits amount to?)
IWER: PROBE if necessary: Was that per month or year?
Amount: [AMOUNT TEMP CASH BENEFIT]
Per:
.................................................................................
2. WEEK
4. MONTH
6. YEAR
95. LUMP SUM
97. OTHER (SPECIFY)
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L054A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL056B RECD TEMP CASH UNTIL-AGE- 2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[2].L056A
Until what age was the temporary cash benefit offered?
35-80 age
95 Number of years given
96 Answered year
.................................................................................
95. NUMBER OF YEARS GIVEN
96. ANSWERED YEAR
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L056A
IF SecL.JOBHISTORY.EARLYRETWINDOW[i].L056A IN [95, 96] THEN
IF SecL.JOBHISTORY.EARLYRETWINDOW[i].L056A <> 96 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL057B RECD TEMP CASH UNTIL-# YRS- 2
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[2].L057A
IWER: PROBE if necessary: For how many years was the temporary cash benefit
offered?
0-25 years
.................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L057A
IF SecL.JOBHISTORY.EARLYRETWINDOW[i].L056A = 96 THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL058B RECD TEMP CASH UNTIL-YR- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[2].L058A
IWER: PROBE if necessary: Until which year was the temporary cash benefit
offered?
.................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B
IF ADDIEARSOFSERVICECREDITED IN SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL059B # YRS SERVICE CREDIT- 2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[2].L059A
How many years of service credit were you offered?
1-20 years
.................................................................................
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B
IF OTHSPECIFY IN SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL060B AMOUNT OF OTHER INCENTIVE OFFERS- 2
Section: L Level: Respondent Type: Numeric Width: 6 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[2].L060A
IF R MENTIONS OTHER INCENTIVES ONLY (L045=7 ONLY):
Altogether, how much did the incentive offer amount to?
OTHERWISE:
(Not including [the cash bonus, /(and) improved pension benefits, /(and)
permanent medical insurance, /(and) temporary medical insurance, /(and)
temporary cash benefit, /(and) additional years of service credited],) what was
the value of the other part of the (first/second) incentive offer?
IWER: Use zero for none
Amount:
.................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L045B
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL061B ACCEPT INCENTIVES AND LEAVE- 2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[2].L061A
Did you accept the incentive and leave that employer?
.................................................................................
1. YES
4 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20550 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L061A
IF (SecL.JOBHISTORY.EARLYRETWINDOW[i].L061A <> NO) AND
SecL.JOBHISTORY.EARLYRETWINDOW[i].L061A <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL062B IMPORTANCE OF INCENTIVE IN LEAVING- 2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[2].L062A
Was the special incentive important in your decision, or would you probably have
left at about that time anyway?
.................................................................................
1. IMPORTANT IN R'S DECISION
5. WOULD HAVE LEFT ANYWAY
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20554 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.JOBHISTORY.EARLYRETWINDOW[i].L062A
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL063B LEAVE IF INCENTIVE TWICE AMOUNT -2
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.JOBHISTORY.EARLYRETWINDOW[2].L063A
If you had been offered twice as much (to leave) at that time, would you have
done so?
.................................................................................
1 1. YES
2 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20550 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NL094 EARLIEST JOB YR-REPORTED IN SECS J-K-L
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.L094_EARLIESTJOB
*
.................................................................................
505 1950-2013. Actual Value
11 9998. DK (Don't Know); NA (Not Ascertained)
2 9999. RF (Refused)
20036 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
IF piRVarsZ076_ReIwR_V <> REIWR THEN
IF (piSecKEMPHISTORYK003_EverWrkPay <> NO) AND piSecKEMPHISTORYK003_EverWrkPay
<> NONRESPONSE THEN
IF (piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL068 1ST WRK SIX MO OR GREATER- YR
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.EARLYJOB.L068_
We need a little information about jobs you might have held years ago.
In what year did you first work for six months or more?
IWER: Use 9995 for never
.................................................................................
405 1910-2012. Actual Value
6 9995. NEVER
54 9998. DK (Don't Know); NA (Not Ascertained)
2 9999. RF (Refused)
20087 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.EARLYJOB.L068_
IF SecL.EARLYJOB.L068_ <> NONRESPONSE AND (SecL.EARLYJOB.L068_ <>
9994.99999999999872) THEN
IF SecL.EARLYJOB.L068_ < piL094_EARLIESTJOB THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL072 ALL YRS WORK SIX MOS OR GREATER
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.EARLYJOB.L072_
Based on questions we've asked you so far, we have a good idea of your
employment history since [YEAR STARTED EARLIEST JOB REPORTED IN SECTION J, K OR
L]. The next question refers to the period between [YEAR STARTED FIRST JOB (per
L068)] and [YEAR STARTED EARLIEST JOB REPORTED IN SECTION J, K OR L].
During how many of these years did you work six months or more?
IWER: If R gives Number of years, press [enter] and record the number on the
next screen
.................................................................................
240 2. ALL YEARS BETWEEN FIRST JOB AND EARLIEST JOB REPORTED IN J,
K, OR L
19 8. DK (Don't Know); NA (Not Ascertained)
1 9. RF (Refused)
20294 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.EARLYJOB.L072_
IF SecL.EARLYJOB.L072_ <> NONRESPONSE THEN
IF SecL.EARLYJOB.L072_ = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL071 # YRS WORK SIX MOS OR GREATER
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.EARLYJOB.L071_
(Based on questions we've asked you so far, we have a good idea of your
employment history since [YEAR STARTED EARLIEST JOB REPORTED IN SECTION J, K OR
L]. The next question refers to the period between [YEAR STARTED FIRST JOB (per
L068)] and [YEAR STARTED EARLIEST JOB REPORTED IN SECTION J, K OR L]. During
how many of these years did you work six months or more?)
IWER: If R gives Number of years, enter the number on this screen
IWER: Press [ENTER] for other choices
Number of years:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
77 0 40 9.99 9.69 20477
-----------------------------------------------------------------
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecL.EARLYJOB.L071_
IF SecL.EARLYJOB.L071_ = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL069 BEGIN YR WORK SIX MOS OR GREATER
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.EARLYJOB.L069_
(Based on questions we've asked you so far, we have a good idea of your
employment history since [YEAR STARTED EARLIEST JOB REPORTED IN SECTION J, K OR
L]. The next question refers to the period between [YEAR STARTED FIRST JOB (per
L068)] and YEAR STARTED EARLIEST JOB REPORTED IN SECTION J, K OR L]. During how
many of these years did you work six months or more?)
IWER: If R gives a range of years other than the above range, enter start year
on this screen
Start year:
.................................................................................
7 1972-1988. Actual Value
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20547 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.EARLYJOB.L069_
IF SecL.EARLYJOB.L069_ = RESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL070 END YR WORK SIX MOS OR GREATER
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.EARLYJOB.L070_
(Based on questions we've asked you so far, we have a good idea of your
employment history since [YEAR STARTED EARLIEST JOB REPORTED IN SECTION J, K OR
L]. The next question refers to the period between [YEAR STARTED FIRST JOB (per
L068)] and YEAR STARTED EARLIEST JOB REPORTED IN SECTION J, K OR L]. During how
many of these years did you work six months or more?)
IWER: If R gives a range of years other than the above range, enter start year
on this screen
End Year:
.................................................................................
7 1981-2013. Actual Value
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20547 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.EARLYJOB.L072_
IF SecL.EARLYJOB.L072_ <> NONRESPONSE THEN
IF (((SecL.EARLYJOB.L069_ = RESPONSE) AND (SecL.EARLYJOB.L070_ = RESPONSE)) OR
((SecL.EARLYJOB.L071_ = RESPONSE) AND (SecL.EARLYJOB.L071_ <> 0))) OR
(SecL.EARLYJOB.L072_ = RESPONSE) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL076 ALL YRS WORKED FULL TIME
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.EARLYJOB.L076_
And during how many of these years did you work full time?
IWER: If R gives Number of years, press [enter] and record the number on the
next screen
.................................................................................
46 1. ALL OF THESE YEARS
174 2. ALL YEARS BETWEEN FIRST JOB AND EARLIEST JOB REPORTED IN J,
K, OR L
16 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20318 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.EARLYJOB.L076_
IF SecL.EARLYJOB.L076_ <> NONRESPONSE THEN
IF SecL.EARLYJOB.L076_ = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL075 # YRS WORKED FULL TIME
Section: L Level: Respondent Type: Numeric Width: 2 Decimals: 0
Ref: SecL.EARLYJOB.L075_
(And during how many of these years did you work full time?)
IWER: If R gives Number of years, enter the number on this screen
IWER: Press [ENTER] for other choices
Number of years:
.................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
82 0 37 8.59 9.74 20472
-----------------------------------------------------------------
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
==========================================================================================
{PREVIOUS ASK} SecL.EARLYJOB.L075_
IF SecL.EARLYJOB.L075_ = EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL073 BEGIN YR WORKED FULL TIME
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.EARLYJOB.L073_
(And during how many of these years did you work full time?)
IWER: If R gives a range of years, enter start year on this screen
IWER: Press [ENTER] for other choices
Start year:
.................................................................................
2 1972-1976. Actual Value
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20552 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.EARLYJOB.L073_
IF SecL.EARLYJOB.L073_ = RESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL074 END YR WORKED FULL TIME
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.EARLYJOB.L074_
(And during how many of these years did you work full time?)
IWER: If R gives a range of years other than the above range, enter end year on
this screen
End year:
.................................................................................
2 1981-2000. Actual Value
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20552 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.EARLYJOB.L068_
IF SecL.EARLYJOB.L068_ <> NONRESPONSE AND (SecL.EARLYJOB.L068_ <>
9994.99999999999872) THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL077 EMP BY ST/COUNTY/LOCAL GOVT
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.EARLYJOB.L077_
(Remind me again. . .) Have you ever been employed by a unit of a state, county,
or local government?
.................................................................................
93 1. YES
311 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20149 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.EARLYJOB.L077_
IF (SecL.EARLYJOB.L077_ <> NO) AND SecL.EARLYJOB.L077_ <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL078 EMPLOYED BY ST/LOC GOVERNMENT- START YR-1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.EARLYJOB.L078_
During what years were you employed by state or local governments?
First employment period
From start year:
.................................................................................
91 1945-2011. Actual Value
2 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20461 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.EARLYJOB.L078_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL079 EMPLOYED BY ST/LOC GOVERNMENT- END YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.EARLYJOB.L079_
(During what years were you employed by state or local governments?)
First employment period
To end year:
.................................................................................
90 1968-2013. Actual Value
3 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20461 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.EARLYJOB.L079_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL080 EMPLOYED BY ST/LOC GOVERNMENT- START YR-2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.EARLYJOB.L080_
Second employment period
For the second period of employment with the government, during what years were
you employed by state or local governments?
IWER: If R had only one government job, IWER: Press [ENTER] for none
From start year:
.................................................................................
35 1959-2008. Actual Value
9 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20510 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.EARLYJOB.L080_
IF SecL.EARLYJOB.L080_ = RESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL081 EMPLOYED BY ST/LOC GOVERNMENT- END YR- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.EARLYJOB.L081_
Second employment period
(For the second period of employment with the government, during what years were
you employed by state or local governments?)
To end year:
.................................................................................
34 1965-2013. Actual Value
1 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20519 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.EARLYJOB.L077_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL082 EMPLOYED BY FEDERAL GOVERNMENT
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.EARLYJOB.L082_
Aside from military service, (remind me again,) have you ever been employed by
the federal government?
.................................................................................
24 1. YES
381 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20149 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.EARLYJOB.L082_
IF (SecL.EARLYJOB.L082_ <> NO) AND SecL.EARLYJOB.L082_ <> NONRESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL083 EMPLOYED BY FED GOVERNMENT- START YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.EARLYJOB.L083_
During what years were you employed by the federal government?
First employment period
From start year:
.................................................................................
23 1968-2009. Actual Value
1 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20530 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.EARLYJOB.L083_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL084 EMPLOYED BY FED GOVERNMENT- END YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.EARLYJOB.L084_
(During what years were you employed by the federal government?)
First employment period
To end year:
.................................................................................
21 1969-2013. Actual Value
3 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20530 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.EARLYJOB.L084_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL085 EMPLOYED BY FED GOVERNMENT- START YR- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.EARLYJOB.L085_
(During what years were you employed by the federal government?)
Second employment period
IWER: If R had only one government job, Press [ENTER] for none
From start year:
.................................................................................
4 1980-2008. Actual Value
2 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20548 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.EARLYJOB.L085_
IF SecL.EARLYJOB.L085_ = RESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL086 EMPLOYED BY FED GOVERNMENT- END YR- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.EARLYJOB.L086_
(During what years were you employed by the federal government?)
Second employment period
To end year:
.................................................................................
3 1987-2013. Actual Value
1 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20550 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.EARLYJOB.L082_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL087 JOB WHERE DID NOT PAY SOC SEC TAX
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.EARLYJOB.L087_
Some state and local government and certain other workers have not always been
covered by Social Security.
[Including the state, local, and federal jobs you just told me about and other
jobs, did/Did] you ever work in a job where you did not pay social security
taxes?
.................................................................................
36 1. YES
362 5. NO
4 8. DK (Don't Know); NA (Not Ascertained)
3 9. RF (Refused)
20149 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.EARLYJOB.L087_
IF ((SecL.EARLYJOB.L087_ <> NO) AND SecL.EARLYJOB.L087_ <> NONRESPONSE) AND
SecL.EARLYJOB.L087_ <> EMPTY THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL088 JOB NO SOC SEC- START YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.EARLYJOB.L088_
During what years were you first employed in a job where social security taxes
were not paid?
First employment period
From start year:
.................................................................................
31 1959-2007. Actual Value
4 9998. DK (Don't Know); NA (Not Ascertained)
1 9999. RF (Refused)
20518 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.EARLYJOB.L088_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL089 JOB NO SOC SEC- END YR- 1
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.EARLYJOB.L089_
(During what years were you first employed in a job where social security taxes
were not paid?)
First employment period
To end year:
.................................................................................
30 1973-2013. Actual Value
5 9998. DK (Don't Know); NA (Not Ascertained)
1 9999. RF (Refused)
20518 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.EARLYJOB.L089_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL090 JOB NO SOC SEC- START YR- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.EARLYJOB.L090_
(During what years were you first employed in a job where social security taxes
were not paid?)
Second employment period
IWER: Press [ENTER] for none
From start year:
.................................................................................
6 1972-2007. Actual Value
4 9998. DK (Don't Know); NA (Not Ascertained)
1 9999. RF (Refused)
20543 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.EARLYJOB.L090_
IF SecL.EARLYJOB.L090_ = RESPONSE THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL091 JOB NO SOC SEC- END YR- 2
Section: L Level: Respondent Type: Numeric Width: 4 Decimals: 0
Ref: SecL.EARLYJOB.L091_
(During what years were you first employed in a job where social security taxes
were not paid?)
Second employment period
To end year:
.................................................................................
6 1998-2012. Actual Value
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
20548 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
{PREVIOUS ASK} SecL.EARLYJOB.L068_
IF piSecAStartInterviewA009_SelfPrxy = SLF THEN
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
NL092 ASSIST SECTION L- JOB HISTORY
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
Ref: SecL.EARLYJOB.L092_AssistL
IWER: How often did R receive assistance with answers in section L - job
history?
.................................................................................
410 1. NEVER
11 2. A FEW TIMES
1 3. MOST OR ALL OF THE TIME
4. THE SECTION WAS DONE BY A PROXY REPORTER
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
20132 Blank. INAP (Inapplicable); Partial Interview
==========================================================================================
NVDATE 2012 DATA MODEL VERSION
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
User Note: This variable identifies which data model was used to interview the
household. Please reference the data description for a summary of changes in
each data model.
.................................................................................
2286 1. Version 1
1676 2. Version 2
6890 3. Version 3
9702 4. Version 4
==========================================================================================
NVERSION 2012 DATA RELEASE VERSION
Section: L Level: Respondent Type: Numeric Width: 1 Decimals: 0
.................................................................................
20554 3. HRS 2012 Final Release
|