AHEAD 1993 (Wave 1) Documentation


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SECTION J. INCOME (Asked Only of Financial R or Only R) Note: See Codebook Introduction page 12 for list of households in which no Financial Respondent was assigned. These households are coded as inap. We are interested in how people are getting along financially these days. The next questions are about income you [or your (husband/wife/partner)] receive. Let's start with Social Security Income. V1376 [HH] J1. SS: RECEIVE ANY J1. Do you [or your (husband/wife/partner)] receive any income from Social Security? IF NECESSARY: Which one of you receives it? ----------------------------------------------------------------------------- 2085 YES, BOTH.......................... 1 3563 YES, JUST R........................ 2 GO TO J2 61 YES, JUST SPOUSE................... 3 GO TO J3 233 NO................................. 5 GO TO J4 8 DK................................. .D GO TO J6 12 RF................................. .R GO TO J6 85 NA................................. . GO TO J6 V1376F [HH] FLAG: J1. SS: RECEIVE ANY FLAG:J1. ANY SS-HOLDING ----------------------------------------------------------------------------- 5945 NOT IMPUTED.................... 0 102 IMPUTED........................ 1 V1376H [HH] HOLD: J1. SS: RECEIVE ANY ----------------------------------------------------------------------------- 2148 YES, BOTH.......................... 1 3603 YES, JUST R........................ 2 61 YES, JUST SPOUSE................... 3 235 NO................................. 5 V1377 [HH] J1a. SS: 1 OR 2 CHECKS J1a. Do you receive one check for both of you, or two separate checks? ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 5550 1.98 0.12 1.00 2.00 85 ONE CHECK FOR BOTH................... 1 1991 TWO SEPARATE CHECKS.................. 2 5 DK................................... .D 4 RF................................... .R 3962 INAP, NOT "MARRIED" [V150=4-6], NOT BOTH GET SS [V1376 NE 1] V1377F [HH] FLAG: J1a. SS: 1 OR 2 CHECKS FLAG:J1a. SS-1/2 CHECKS-HOLDING ----------------------------------------------------------------------------- 5677 NOT IMPUTED.................... 0 135 IMPUTED........................ 1 235 INAP, NOT "MARRIED" [V150=4-6], NOT BOTH GET SS [V1376 NE 1] V1377H [HH] HOLD: J1a. SS: 1 OR 2 CHECKS ----------------------------------------------------------------------------- 85 ONE CHECK FOR BOTH................... 1 5727 TWO SEPARATE CHECKS.................. 2 235 INAP, NOT "MARRIED" [V150=4-6], NOT BOTH GET SS [V1376 NE 1] V1378 [HH] J2. SS: R TYPE J2. Do your (own) Social Security benefits come from retirement, survivor's (widowed) benefits, disability, other dependent benefits, or what? V1389 [HH] J3. SS: SP TYPE J3. Is your (husband/wife/partner)'s Social Security income for retirement, survivor's (widowed) benefits, disability, other dependent benefits, or what? ----------------------------------------------------------------------------- V1378 V1389 3743 1614 RETIREMENT................................... 1 1375 53 SURVIVOR'S BENEFITS (DEPENDENT OF DECEASED).. 2 81 48 DISABILITY................................... 3 361 408 DEPENDENT OF RETIRED......................... 4 58 14 OTHER SPECIFY................................ 7 35 6 DK........................................... .D 11 3 RF........................................... .R 383 3901 INAP, NOT RECEIVE SS [V1376=5,DK/RF,.], R NOT "MARRIED" [V150=4-6] V1379 [HH] J2b. SS: R $ LAST MONTH J2b. How much did you (IF ONE CHECK): [and your (husband/wife/ partner)] receive from Social Security last month? ---------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 4980 629.10 285.47 0.00 2216.00 242 DK........................................... .D 442 RF........................................... .R 383 INAP, NOT RECEIVE SS [V1376=5,DK,RF,NA] V1379F [HH] FLAG: J2b. SS: R $ LAST MONTH ----------------------------------------------------------------------------- 4980 NOT IMPUTED.................... 0 773 IMPUTED........................ 1 294 INAP, NOT RECEIVE SS [V1376=5,DK,RF,NA] V1379X [HH] IMP: J2b. SS: R $ LAST MONTH ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 5751 7545.12 3420.80 0.00 26592.00 12 ZERO $ AMOUNT.................. 0 296 INAP, NOT RECEIVE SS [V1376=5,DK,RF,NA] V1390 [HH] J3a. SS: SP $ LAST MONTH J3a. How much did (he/she) receive last month? ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 1790 528.54 265.48 0.00 2000.00 123 DK........................................... .D 148 RF........................................... .R 3986 INAP, NOT RECEIVE SS [V1376 NE 1,3], R NOT "MARRIED" [V150=4-6] V1390F [HH] FLAG: J3a. SS: SP $ LAST MONTH ----------------------------------------------------------------------------- 1790 NOT IMPUTED.................... 0 342 IMPUTED........................ 1 3915 INAP, NOT RECEIVE SS [V1376 NE 1,3], R NOT MARRIED" [V150=4-6] V1390X [HH] IMP: J3a. SS: SP $ LAST MONTH ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 2124 6351.58 3202.86 0.00 24000.00 7 ZERO $ AMOUNT........................ 0 3923 INAP, NOT RECEIVE SS [V1376 NE 1,3], R NOT "MARRIED" [V150=4-6] V1380 [HH] J2c. SS: R START >2YRS AGO J2c. Did you start getting Social Security more than 2 years ago? V1391 [HH] J3b. SS: SP START >2YRS AGO J3b. Did (he/she) start getting Social Security more than 2 years ago? ----------------------------------------------------------------------------- V1380 V1391 1368 2060 YES................................ 1 GO TO J3 81 80 NO................................. 5 0 4 DK................................. .D GO TO J3 0 1 RF................................. .R GO TO J3 4598 3902 INAP, R/SP NOT RECEIVE SS [V1376=5,DK,RF,NA],R NOT "MARRIED" [V150=4-6] V1381 [HH] J2d. SS: R START MONTH V1382 [HH] J2e. SS: R START YEAR J2d. About what month and year was that? V1392 [HH] J3c. SS: SP START MONTH V1393 [HH] J3d. SS: SP START YEAR J3c. About what month and year was that? (SPOUSE) ----------------------------------------------------------------------------- MONTH: N Mean Std Dev Minimum Maximum V1381 76 6.49 3.75 1.00 12.00 V1392 69 6.32 3.47 1.00 12.00 V1381 V1392 5 11 DK........................................... .D 0 0 RF........................................... .R 5966 5967 INAP, R/SP NOT GET SS [V1376=5,DK/RF], R NOT MARRIED YEAR: V1382 V1393 11 16 1991............................... 1 41 34 1992............................... 2 27 25 1993............................... 3 2 1 1994............................... 4 0 3 DK................................. .D 0 1 RF................................. .R 5966 5967 INAP, GOT SS MORE THAN 2 YEARS AGO [V1391 NE 1] V1403 [HH] J5. SS: R EXPECT IN FUTURE J5. Do you expect to receive Social Security benefits at some time in the future? V1395 [HH] J4. SS: SP EXPECT IN FUTURE J4. Does your (husband/wife/partner) expect to receive Social Security benefits at some time in the future? ------------------------------------------------------------------------------ V1403 V1395 36 68 YES............................... 1 27 82 NO................................ 5 GO TO J5/6 1 6 DK................................ .D GO TO J5/6 0 1 RF................................ .R GO TO J5/6 5983 5890 INAP, R/SPOUSE/BOTH RECEIVING SS, OR DK/RF [V1376 NE 5] V1404 [HH] J5a. SS: R FUTURE START AGE J5a. At what age do you expect to start collecting these benefits? V1396 [HH] J4a. SS: SP FUTURE START AGE J4a. At what age does (he/she) expect to start collecting these benefits? ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum V1404 34 64.59 2.95 61.00 71.00 V1396 56 64.29 3.10 62.00 75.00 V1404 V1396 2 10 DK................................. .D 0 2 RF................................. .R 6011 5979 INAP, NOT EXPECT TO RECEIVE SOCIAL SECURITY BENEFITS [V1395=5/V1403=5] V1405 [HH] J5b. SS: R FUTURE $ PER MONTH J5b. About how much do you expect the payments to be per month? V1397 [HH] J4b. SS: SP FUTURE $ PER MONTH J4b. (If (he/she) staRts collecting Social Security then,) About how much does (he/she) expect the payments to be per month? ------------------------------------------------------------------------------ N Mean Std Dev Minimum Maximum V1405 17 612.00 336.37 261.00 1400.00 V1397 22 628.64 273.78 200.00 1100.00 V1405 V1397 18 43 DK................................. .D 1 3 RF................................. .R 6011 5979 INAP, NOT EXPECT TO RECEIVE SOCIAL SECURITY BENEFITS [V1395=5/V1403=5] V1406 [HH] J5c. SS: R SSA CALC BEN EVER J5c. Have you ever had the Social Security Administration calculate what your Social Security retirement benefit will be? V1399 [HH] J4d. SS: SP SSA CALC BEN EVER J4d. Has (he/she) ever had the Social Security Administration calculate what (his/her) Social Security retirement benefit will be? ----------------------------------------------------------------------------- V1406 V1399 13 17 YES............................... 1 23 48 NO................................ 5 GO TO J5/6 0 1 DK................................ .D GO TO J5/6 0 2 RF................................ .R GO TO J5/6 6011 5979 INAP, DOES NOT EXPECT TO RECEIVE SOCIAL SECURITY BENEFITS [V1395=5/V1403=5] V1407 [HH] J5d. SS: R SSA CALC BEN IN LAST 2YRS J5d. Did you request this information in the last 2 years? V1400 [HH] J4e. SS: SP SSA CALC BEN IN LAST 2YRS J4e. Did (he/she) request this information in the last 2 years? ------------------------------------------------------------------------------ V1407 V1400 8 12 YES............................... 1 5 5 NO................................ 5 GO TO J5/6 0 0 DK................................ .D GO TO J5/6 0 0 RF................................ .R GO TO J5/6 6034 6030 INAP, NOT EXPECT TO RECEIVE SOCIAL SECURITY BENEFITS [V1395=5], SOCIAL SECURITY RETIREMENT BENEFIT NOT REQUESTED [V1399 NE 1/V1406 NE 1] V1408 [HH] J5e. SS: R SSA CALC $ J5e. What amount did the Social Security Administration report? V1401 [HH] J4f. SS: SP SSA CALC $ J4f. What amount did the Social Security Administration report? ------------------------------------------------------------------------------ N Mean Std Dev Minimum Maximum V1408 7 539.43 287.72 261.00 1000.00 V1401 7 618.00 295.23 225.00 900.00 V1408 V1401 0 4 DK................................. .D 1 1 RF................................. .R 6039 6035 INAP, DOES NOT EXPECT TO RECEIVE SOCIAL SECURITY BENEFITS [V1395=5], SOCIAL SECURITY RETIREMENT BENEFIT NOT REQUESTED [V1399 NE 1/V1406 NE 5] V1409 [HH] J5f. SS: R SSA CALC $ PERIOD J5f. $J5e per V1402 [HH] J4g. SS: SP SSA CALC $ PERIOD J4g. $J4f per ----------------------------------------------------------------------------- V1409 V1402 0 0 Week............................... 1 0 0 2 X Month.......................... 2 7 7 Month.............................. 3 0 0 Quarter............................ 4 0 0 6 Month............................ 5 0 0 Year............................... 6 0 0 Other SPECIFY...................... 7 0 0 DK................................. .D 0 0 RF................................. .R 6040 6040 INAP, NOT EXPECT TO RECEIVE SOCIAL SECURITY BENEFITS [V1395=5], SOCIAL SECURITY RETIREMENT BENEFIT NOT REQUESTED [V1399/V1406 NE 1], DK/RF AMOUNT [V1401/V1407] V1408R [HH] J5e. SS: R SSA CALC $ - MONTHLY V1401R [HH] J4f. SS: SP SSA CALC $-MONTHLY USE V1401R, V1408R: FOR MONTHLY FUTURE SS$ ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum V1408R 7 539.43 287.72 261.00 1000.00 V1401R 7 618.00 295.23 225.00 900.00 V1408R V1401R 29 29 NO FINANCIAL R IN HH............... .F PROXY INTERVIEWS, SECTION J 16 16 INADVERTENTLY SKIPPED.............. .J 1 5 GAVE AMOUNT, BUT DID NOT KNOW AMOUNT RECIEVED LAST MONTH......... .M 5994 5990 INAP, DOES NOT EXPECT TO RECEIVE SOCIAL SECURITY BENEFITS [V1395=5], SOCIAL SECURITY RETIREMENT BENEFIT NOT REQUESTED [V1399 NE 1/V1406 NE 5] V1413 [HH] J6. SSI: RECEIVE ANY LAST MONTH J6. Did you [or your (husband/wife/partner)] receive any income in the last month from Supplemental Security Income, also called SSI? DEF: SSI is a program administered by the Social Security Administration which makes assistance payments to low-income, blind, disabled, and aged persons. A person may be receiving either or both SSI and Social Security checks. ----------------------------------------------------------------------------- 506 YES................................ 1 5425 NO................................. 5 GO TO J9 18 DK................................. .D GO TO J9 12 RF................................. .R GO TO J9 86 NA................................. . GO TO J9 V1414 [HH] J7. SSI: $ LAST MONTH J7. How much did you [and your (husband/wife/partner)] receive from SSI last month? ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 472 231.22 213.09 0.00 2598.00 25 DK................................. .D 9 RF................................. .R 5541 INAP, NO INCOME FROM SSI (DK/RF) [V1413 NE 1] V1414F [HH] FLAG: J7. SSI: $-LCYR FLAG: J7. SSI $-LAST CALENDAR YEAR ----------------------------------------------------------------------------- 458 NOT IMPUTED.................... 0 64 IMPUTED........................ 1 5525 INAP, NO INCOME FROM SSI (DK/RF) [V1413 NE 1] V1414X [HH] IMP: J7. SSI: $-LCYR ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 481 2669.32 2216.07 0.00 11040.00 10 ZERO $ AMOUNT...................... 0 5566 INAP, NO INCOME FROM SSI (DK/RF) [V1413 NE 1] V1415 [HH] J8. SSI: START >2YRS AGO J8. Did you [and your (husband/wife/partner)] start receiving SSI more than 2 years ago? ----------------------------------------------------------------------------- 460 YES................................ 1 GO TO J13 44 NO................................. 5 2 DK................................. .D GO TO J13 0 RF................................. .R GO TO J13 5541 INAP, NO INCOME FROM SSI (DK/RF) [V1413 NE 1] V1416 [HH] J8a. SSI: START MONTH V1417 [HH] J8b. SSI: START YEAR J8a. About what month and year did you start receiving SSI? ------------------------------------------------------------------------------ V1416 N Mean Std Dev Minimum Maximum 30 6.60 4.44 1.00 12.00 14 DK................................. .D 0 RF................................. .R 6003 INAP, NO INCOME FROM SSI (DK/RF) [V1413 NE 1], STARTED SSI MORE THAN TWO YEARS AGO [V1415 NE 5] V1417 4 1991............................... 1 21 1992............................... 2 9 1993............................... 3 5 1994............................... 4 5 DK................................. .D 0 RF................................. .R 6003 INAP, NO INCOME FROM SSI (DK/RF) [V1413 NE 1] STARTED SSI MORE THAN TWO YEARS AGO [V1415 NE 5] V1418 [HH] J9. SSI: RECEIVE ANY 1992/3 J9. Did you [and your (husband/wife/partner)] receive any income from SSI in (OCT93:1992/JAN94:1993)? ----------------------------------------------------------------------------- 22 YES................................ 1 5404 NO................................. 5 GO TO J13 17 DK................................. .D GO TO J13 12 RF................................. .R GO TO J13 592 INAP, STARTED SSI MORE THAN TWO YEARS AGO [V1415 NE 5] V1419 [HH] J10. SSI: LAST MONTH RECD 1992/3 V1420 [HH] J10a. SSI: LAST YEAR RECD 1992/3 J10. What was the last month you [and your (husband/wife/partner)] received income from SSI? PROBE FOR YEAR IF NECESSARY ------------------------------------------------------------------------------ V1419 N Mean Std Dev Minimum Maximum 18 6.11 3.36 1.00 11.00 3 DK................................. .D 1 RF................................. .R 6025 INAP, DID NOT RECEIVE SSI IN (1992/1993) [V1418 NE 1] V1420 2 1991............................... 1 6 1992............................... 2 10 1993............................... 3 3 1994............................... 4 0 DK................................. .D 1 RF................................. .R 6025 INAP, DID NOT RECEIVE SSI IN (1992/1993) [V1418 NE 1] V1421 [HH] J11. SSI: $ LAST MONTH 1992/3 J11. How much did you [and your (husband/wife/partner)] receive from SSI in that month? ------------------------------------------------------------------------------ N Mean Std Dev Minimum Maximum 19 108.95 145.38 0.00 600.00 3 DK................................. .D 0 RF................................. .R 6025 INAP, DID NOT RECEIVE SSI IN (1992/1993)[V1418 NE 1] V1430 [HH] J13. FS: RECEIVE ANY FOOD STAMPS LAST MO J13. Did you (or other family members now living here) receive government food stamps in the last month? ------------------------------------------------------------------------------ 423 YES................................ 1 5526 NO................................. 5 GO TO J15 5 DK................................. .D GO TO J15 6 RF................................. .R GO TO J15 87 NA................................. . GO TO J15 V1432 [HH] J13a. FS: $ LAST MONTH J13a. How much did you [and your (husband/wife/partner)] receive from food stamps last month? ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 402 52.33 55.80 0.00 400.00 17 DK................................. .D 4 RF................................. .R 5624 INAP, NOT RECEIVING FOOD STAMPS (DK/RF...) [V1430 NE 1] V1432F [HH] FLAG: J13a. FS: $ -LCYR ----------------------------------------------------------------------------- 376 NOT IMPUTED.................... 0 68 IMPUTED........................ 1 5603 INAP, NOT RECEIVING FOOD STAMPS (DK/RF) [V1430 NE 1] V1432X [HH] IMP: J13a. FS: $ -LCYR ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 405 543.06 616.35 0.00 4800.00 51 ZERO $ AMOUNT...................... 0 5642 INAP, NOT RECEIVING FOOD STAMPS (DK/RF...) [V1430 NE 1] V1441 [HH] J14. FS: START >2YRS AGO J14. Did you (and other family members living here) start receiving food stamps more than 2 years ago? ------------------------------------------------------------------------------ 306 YES.............................. 1 GO TO J19-1 113 NO............................... 5 4 DK............................... .D GO TO J19-1 0 RF............................... .R GO TO J19-1 5624 INAP, NOT RECEIVING FOOD STAMPS (DK/RF) [V1430 NE 1] V1442 [HH] J14a. FS: START MONTH FOOD STAMPS V1443 [HH] J14b. FS: START YEAR FOOD STAMPS J14a. In about what month and year did you [and your (husband/wife/ partner)] start receiving food stamps? ------------------------------------------------------------------------------ V1442 MONTH: 28 DK...................................D 0 RF...................................R 5934 INAP, NOT RECEIVING FOOD STAMPS [V1430 NE 1], STARTED MORE THAN TWO YEARS AGO [V1441 NE 5] V1443 YEAR: 21 1991............................... 1 21 1992............................... 2 56 1993............................... 3 9 1994............................... 4 5 DK................................. .D 1 RF ............................... .R 5934 INAP, NOT RECEIVING FOOD STAMPS [V1430 NE 1], STARTED MORE THAN TWO YEARS AGO [V1441 NE 5] V1444 [HH] J15. FS: RECEIVE ANY 1992/93 J15. Did you (and your family living here) receive any food stamps in (OCT93:1992/JAN94:1993)? ------------------------------------------------------------------------------ 56 YES................................ 1 5472 NO................................. 5 GO TO J19 3 DK................................. .D GO TO J19 6 RF................................. .R GO TO J19 510 INAP, STARTED MORE THAN 2 YEARS AGO [V1141 NE 5] V1450 [HH] J16. FS: LAST MONTH RECD 1992/3 V1451 [HH] J16a. FS: LAST YEAR RECD 1992/3 J16. What was the last month you (and your family) received food stamps? PROBE FOR YEAR IF NECESSARY ------------------------------------------------------------------------------ V1450 MONTH: N Mean Std Dev Minimum Maximum 44 6.70 3.97 1.00 12.00 12 DK................................. .D 0 RF................................. .R 5991 INAP, NOT RECEIVE FOOD STAMPS IN (1992/1993)[V1418 NE 1], STARTED MORE THAN TWO YEARS AGO [V1441 NE 5] V1451 YEAR: 1 1991............................... 1 16 1992............................... 2 31 1993............................... 3 7 1994............................... 4 1 DK................................. .D 0 RF................................. .R 5991 INAP, DID NOT RECEIVE FOOD STAMPS IN (1992/1993) [V1418 NE 1], OR STARTED MORE THAN TWO YEARS AGO [V1441 NE 5] V1452 [HH] J17. FS: $ LAST MONTH 1992/3 J17. How much did you [and your (husband/wife/partner)] receive from food stamps in that month? ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 53 64.38 78.96 0.00 400.00 3 DK................................. .D 0 RF................................. .R 5991 INAP, DID NOT RECEIVE FOOD STAMPS IN (1992/1993) [V1418 NE 1], STARTED MORE THAN TWO YEARS AGO [V1441 NE 1] V1456 [HH] J19. R REG INC: RECEIVE ANY J19. The next questions are about regular sources of income. [IF R "MARRIED"]: I will start by asking about income that you yourself receive. Later I will ask you about income that your (husband/wife/partner) receives. Do you yourself receive any (other) regular income payments; for example, from retirement pensions, Veterans Benefits, annuities, payments from an IRA account, or anything like that? ------------------------------------------------------------------------------ 2964 YES................................ 1 2936 NO................................. 5 GO TO J27 14 DK................................. .D GO TO J27 44 RF................................. .R GO TO J27 89 NA................................. .R GO TO J27 V1457 [HH] J20-1. R REG INC: TYPE-1 J20-1.Please think about the largest (other) regular income you receive. What type of income is that? PROBE WITH CATEGORIES ONLY IF R NEEDS HELP V1475 [HH] J20-2. R REG INC: TYPE-2 J20-2.Please think about the next largest regular income you receive. What type of income is that? PROBE WITH CATEGORIES ONLY IF R NEEDS HELP V1492 [HH] J20-3. R REG INC: TYPE-3 J20-3.Please think about the next largest regular income you receive. What type of income is that? PROBE WITH CATEGORIES ONLY IF R NEEDS HELP ------------------------------------------------------------------------------ V1457 V1475 V1492 168 79 11 Veterans benefits................ 1 2007 271 26 Retirement or other pensions..... 2 176 102 17 Annuity.......................... 3 164 170 52 IRA Distribution................. 4 162 56 24 Stocks and Bonds................. 5 22 5 5 Job.............................. 6 GO TO J26-1 249 85 36 OTHER SPECIFY.................... 7 4 3 1 DK............................... .D 13 4 0 RF............................... .R 3082 5272 5875 INAP, NO OTHER INCOME [V1456 NE 1] V1458 [HH] J21-1. R REG INC: PAID PER MONTH-1 V1476 [HH] J21-2. R REG INC: PAID PER MONTH-2 V1493 [HH] J21-3. R REG INC: PAID PER MONTH-3 J21-X. (X=1-3) Is that paid to you monthly? ------------------------------------------------------------------------------ V1458 V1476 V1493 2650 551 100 YES............................. 1 GO TO J21c-1 281 214 67 NO.............................. 5 4 3 0 DK.............................. .D GO TO J21c-1 8 2 0 RF.............................. .R GO TO J21c-1 3104 5277 5880 INAP, NO OTHER INCOME [V1456 NE 1], JOB IN TYPE [V1457=6] [V1475=6] [V1492=6] V1459 [HH] J21b-1. R REG INC: $ PERIOD-1 V1477 [HH] J21b-2. R REG INC: $ PERIOD-2 V1494 [HH] J21b-3. R REG INC: $ PERIOD-3 J21b-X. (X=1-3) How often is it paid? ------------------------------------------------------------------------------ V1459 V1477 V1494 104 55 19 Quarter............................ 4 21 11 5 6 Months........................... 5 143 141 37 Year............................... 6 14 6 5 Other SPECIFY...................... 7 0 0 1 DK................................. .D 1 1 0 RF................................. .R 5764 5833 5980 INAP, NO OTHER INCOME [V1456 NE 1], JOB IN TYPE (DK/RF) [V1457=6] [V1475=6] [V1492=6], PAID MONTHLY [V1458 NE 5] [V1476 NE 5] [V1493 NE 5] V1460 [HH] J21c-1. R REG INC: $ LAST PERIOD-1 V1478 [HH] J21c-2. R REG INC: $ LAST PERIOD-2 V1495 [HH] J21c-3. R REG INC: $ LAST PERIOD-3 J21c-X. (X=1-3) How much did you receive last (month/period/year) from that? ------------------------------------------------------------------------------ N Mean Std Dev Minimum Maximum V1460 2518 884.95 3248.32 0.00 150000.00 V1478 680 777.87 1299.54 0.00 11000.00 V1495 145 814.11 1152.42 0.00 8000.00 V1460 V1478 V1495 140 40 11 DK................................. .D 285 50 11 RF................................. .R 3104 5277 5880 INAP, NO OTHER INCOME [V1456 NE 1], JOB IN TYPE [V1457/V1475/V1492=6] V1460F [HH] FLAG: J21c-1. R REG INC: $-LCYR-1 V1478F [HH] FLAG: J21c-2. R REG INC: $-LCYR-2 V1495F [HH] FLAG: J21c-3. R REG INC: $-LCYR-3 ----------------------------------------------------------------------------- V1460F V1478F V1495F 2476 660 128 NOT IMPUTED.................... 0 491 145 71 IMPUTED........................ 1 3080 5242 5848 INAP, NO OTHER INCOME [V1456 NE 1], JOB IN TYPE [V1457/V1475/V1492=6] V1460X [HH] IMP: J21c-1. R REG INC: $-LCYR-1 V1478X [HH] IMP: J21c-2. R REG INC: $-LCYR-2 V1495X [HH] IMP: J21c-3. R REG INC: $-LCYR-3 ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum V1460X 2924 8113.07 12248.99 0.00 300000.00 V1478X 758 4402.83 6351.23 0.00 60000.00 V1495X 153 4283.92 6376.17 0.00 43200.00 V1460X V1478X V1495X 38 31 7 ZERO $ AMOUNT...................... 0 3123 5289 5894 INAP, NO OTHER INCOME [V1456 NE 1], JOB IN TYPE [V1457/V1475/V1492=6] V1461 [HH] J21d-1. R REG INC: FED INC TAXED-1 V1479 [HH] J21d-2. R REG INC: FED INC TAXED-2 V1496 [HH] J21d-3. R REG INC: FED INC TAXED-3 J21d-X. (X=1-3) Was federal income tax withheld from that? ------------------------------------------------------------------------------ V1461 V1479 V1496 1021 206 30 YES................................ 1 1791 549 134 NO................................. 5 119 13 3 DK................................. .D 12 2 0 RF................................. .R 3104 5277 5880 INAP, NO OTHER INCOME [V1456 NE 1], JOB IN TYPE [V1457/V1475/V1492=6] V1462 [HH] J21e-1. R REG INC: START >2YRS AGO-1 V1480 [HH] J21e-2. R REG INC: START >2YRS AGO-2 V1497 [HH] J21e-3. R REG INC: START >2YRS AGO-3 J21e-X. (X=1-3) Did you start receiving that more than 2 years ago? ----------------------------------------------------------------------------- V1462 V1480 V1497 2763 667 141 YES.............................. 1 GO TO J22-1 170 100 25 NO............................... 5 4 3 1 DK............................... .D GO TO J22-1 6 0 0 RF............................... .R GO TO J22-1 3104 5277 5880 INAP, NO OTHER INCOME [V1456 NE 1], JOB IN TYPE [V1457/V1475/V1492=6] V1463 [HH] J21f-1. R REG INC: START MONTH-1 V1464 [HH] J21g-1. R REG INC: START YEAR-1 V1481 [HH] J21f-2. R REG INC: START MONTH-2 V1482 [HH] J21g-2. R REG INC: START YEAR-2 V1498 [HH] J21f-3. R REG INC: START MONTH-3 V1499 [HH] J21g-3. R REG INC: START YEAR-3 J21f-X. What month and year did you start receiving that? (X=1-3) PROBE FOR YEAR IF NECESSARY ------------------------------------------------------------------------------ MONTH: N Mean Std Dev Minimum Maximum V1463 145 6.O8 3.85 1.00 12.00 V1481 89 6.33 4.08 1.00 12.00 V1498 23 6.48 4.25 1.00 12.00 V1463 V1481 V1498 23 11 2 DK................................. .D 2 0 0 RF................................. .R 5877 5947 6022 INAP, NO OTHER INCOME [V1456 NE 1], JOB IN TYPE [V1457/V1475/V1492=6], RECEIVED MORE THAN TWO YEARS AGO (DK/RF) [V1462/V1480/V1497 NE 5] YEAR: V1464 V1482 V1499 40 12 6 1991............................... 1 52 34 6 1992............................... 2 56 38 12 1993............................... 3 7 11 1 1994............................... 4 12 2 0 DK................................. .D 2 3 0 RF................................. .R 5878 5947 6022 INAP, NO OTHER INCOME [V1456 NE 1], JOB IN TYPE [V1457/V1475/V1492=6], RECEIVED MORE THAN TWO YEARS AGO (DK/RF) [V1462/V1480/V1497 NE 5] V1465 [HH] J22-1. R REG INC: VET BEN TYPE-1 V1483 [HH] J22-2. R REG INC: VET BEN TYPE-2 V1500 [HH] J22-3. R REG INC: VET BEN TYPE-3 J22-X. (X=1-3) What kind of veteran benefits is it; a military pension, widow's or survivor's pension, or service disability? ----------------------------------------------------------------------------- V1465 V1483 V1500 39 23 2 MILITARY PENSION.................. 1 66 5 3 WIDOW'S OR SURVIVOR'S PENSION..... 2 56 45 6 SERVICE DISABILITY................ 3 6 5 0 OTHER SPECIFY..................... 7 1 1 0 DK................................ .D 0 0 0 RF................................ .R 5879 5968 6036 INAP, NO OTHER INCOME [V1456 NE 1], NOT VETERAN BENEFITS [V1457/V1475/V1492 NE 1] V1466 [HH] J23-1. R REG INC: ADJ FOR INFLATION-1 V1484 [HH] J23-2. R REG INC: ADJ FOR INFLATION-2 V1501 [HH] J23-3. R REG INC: ADJ FOR INFLATION-3 J23-X. (X=1-3) Has the amount you received increased to keep up with inflation? ----------------------------------------------------------------------------- V1466 V1484 V1501 805 154 17 YES.............................. 1 GO TO J24-1 304 48 4 [VOL] INCREASES, BUT NOT KEEP UP.................. 3 GO TO J24-1 1137 225 28 NO............................... 5 26 4 1 DK............................... .D GO TO J24-1 4 0 0 RF............................... .R GO TO J24-1 3771 5616 5997 INAP, NO OTHER INCOME [V1456 NE 1], NOT VETERAN BENEFITS OR PENSION [V1457/V1475/V1492 NE 1,2] V1467 [HH] J23a-1. R REG INC: ADJ FOR COLA-1 V1485 [HH] J23a-2. R REG INC: ADJ FOR COLA-2 V1502 [HH] J23a-3. R REG INC: ADJ FOR COLA-3 J23a-X. (X=1-3) Has it ever been adjusted for changes in cost of living? ----------------------------------------------------------------------------- V1467 V1485 V1502 200 27 0 YES................................ 1 929 198 28 NO................................. 5 8 0 0 DK................................. .D 0 0 0 RF................................. .R 4910 5822 6019 INAP, NO OTHER INCOME [V1456 NE 1], NOT VETERAN BENEFITS OR PENSION [V1457/V1475/V1492 NE 1,2], AMOUNT NOT INCREASED FOR INFLATION (DK/RF) [V1466/V1484/V1501 NE 5] V1468 [HH] J24-1. R REG INC: FOR LIFE-1 V1486 [HH] J24-2. R REG INC: FOR LIFE-2 V1503 [HH] J24-3. R REG INC: FOR LIFE-3 J24-X. (X=1-3) Will you receive money from that as long as you live? ----------------------------------------------------------------------------- V1468 V1486 V1503 2269 426 46 YES.............................. 1 GO TO J25-1 65 23 8 NO............................... 5 31 10 1 DK............................... .D GO TO J25-1 3 0 0 RF............................... .R GO TO J25-1 3679 5588 5992 INAP, NO OTHER INCOME [V1456 NE 1], NOT VETERAN BENEFITS OR PENSIONS [V1457/V1475/V1492 NE 1,2] NO FURTHER MENTION V1469 [HH] J24a-1. R REG INC: YRS WILL RECEIVE-1 V1487 [HH] J24a-2. R REG INC: YRS WILL RECEIVE-2 V1504 [HH] J24a-3. R REG INC: YRS WILL RECEIVE-3 J24a-X. (X=1-3) How many more years will you receive it? ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum V1469 41 6.15 4.93 1.00 20.00 V1487 18 7.39 5.68 1.00 20.00 V1504 6 6.67 4.46 2.00 13.00 V1469 V1487 V1504 23 5 2 DK................................. .D 1 0 0 RF................................. .R 5982 6024 6041 INAP, NO OTHER INCOME [V1456 NE 1], NOT VETERAN BENEFITS OR PENSIONS [V1457/V1475/V1492 NE 1,2] RECEIVE FOR LIFE [V1468/V1486/V1403 NE 5], NO FURTHER MENTION V1470 [HH] J25-1. IF R DIES: REG INC TO SP-1 V1488 [HH] J25-2. IF R DIES: REG INC TO SP-2 V1505 [HH] J25-3. IF R DIES: REG INC TO SP-3 J25-X. (X=1-3) If you were to die, would that continue to be paid to your (husband/wife/partner)? ----------------------------------------------------------------------------- V1470 V1488 V1505 516 98 14 YES.............................. 1 444 116 11 NO............................... 5 GO TO J26-1 15 4 0 DK............................... .D GO TO J26-1 2 0 0 RF............................... .R GO TO J26-1 5070 5829 6022 INAP, NO OTHER INCOME [V1456 NE 1], NOT VETERAN BENEFITS OR PENSIONS [V1457/V1473/V1475/V1491 NE 1], TYPE OF INCOME [V1492 = 1, 2, OR 6], R NOT "MARRIED" [V150=4-6], NO FURTHER MENTION V1471 [HH] J25a-1. IF R DIES: $ REG INC TO SP-1 V1489 [HH] J25a-2. IF R DIES: $ REG INC TO SP-2 V1506 [HH] J25a-3. IF R DIES: $ REG INC TO SP-3 J25a-X. (X=1-3) About how much would (he/she) be paid? PER [NEXT SCREEN] ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum V1471 398 1204.24 4930.89 0.00 90000.00 V1489 76 1883.26 8193.00 30.00 70000.00 V1506 12 684.75 816.92 30.00 2500.00 V1471 V1489 V1506 2 0 0 NONE............................... 0 67 14 2 DK................................. .D 51 8 0 RF................................. .R 5531 5949 6033 INAP, NO OTHER INCOME [V1456 NE 1], NO REGULAR INCOME/BENEFITS, VETERANS PAY [V1456/V1473/V1491 NE 1], TYPE OF INCOME [V1457/V1492 = 1,2, OR 6], R NOT "MARRIED" [V150=4-6], SPOUSE WOULD NOT RECEIVE BENEFIT [V1470/V1488/V1505 NE 1], NO FURTHER MENTION V1472 [HH] J25b-1. IF R DIES: INC TO SP $ PERIOD-1 V1490 [HH] J25b-2. IF R DIES: INC TO SP $ PERIOD-2 V1507 [HH] J25b-3. IF R DIES: INC TO SP $ PERIOD-3 J25b-X. (X=1-3) $J25a-1 PER ----------------------------------------------------------------------------- V1472 V1490 V1507 0 0 0 Week............................... 1 0 0 0 2 X Month.......................... 2 374 66 11 Month.............................. 3 3 4 0 Quarter............................ 4 0 0 0 6 Month............................ 5 15 3 1 Year............................... 6 5 3 0 Other SPECIFY...................... 7 1 0 0 DK................................. .D 0 0 0 RF................................. .R 5649 5971 6035 INAP, NO OTHER INCOME [V1456 NE 1], JOB IN TYPE [V1457/V1475/V1492=6], NO VETERAN BENEFITS [V1457/V1475/V1492 NE 1], DK/RF AMOUNT, R NOT "MARRIED" [V150=4-6], SPOUSE WOULD NOT RECEIVE BENEFITS [V1470/V1488/V1505 NE 1], NO AMOUNT GIVEN [V1471/V1506], NO FURTHER MENTION V1471R [HH] J25a-1. IF R DIES: $ REG INC SP-MONTH-1 V1489R [HH] J25a-2. IF R DIES: $ REG INC SP-MONTH-2 V1506R [HH] J25a-3. IF R DIES: $ REG INC SP-MONTH-3 USE FOR MONTHLY AMOUNT PAID TO SPOUSE IF R DIES ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum V1471R 835 309.86 646.71 0.00 10000.00 V1489R 186 187.13 417.68 0.00 3333.00 V1506R 23 257.61 487.78 0.00 2200.00 V1471R V1489R V1506R 444 114 11 NONE............................... 0 29 29 29 NO FINANCIAL R IN HH............... .F PROXY INTERVIES, SECTION J 16 16 16 INADVERTENTLY SKIPPED.............. .J GAVE AMOUNT, BUT DID NOT KNOW 118 22 2 AMOUNT RECIEVED LAST MONTH......... .M 1 . . GAVE AMOUNT BUT NOT PERIOD......... .P 5 3 . SOME OTHER PERIOD.................. .S 5043 5791 5977 INAP, NO OTHER INCOME [V1456 NE 1], NOT VETERAN BENEFITS OR PENSIONS [V1457/V1475/V1492 NE 1,2], R NOT "MARRIED" [V150=4-6], SPOUSE WOULD NOT RECEIVE BENEFIT [V1470/V1488/V1505 NE 1], NO FURTHER MENTION V1473 [HH] J26-1. R REG INC: ANY OTHER-1 V1491 [HH] J26-2. R REG INC: ANY OTHER-2 J26-X. (X=1-2) Do you (yourself) receive any other regular payments such as (Veteran's benefits), pensions, annuities, or IRAs? ------------------------------------------------------------------------------ V1473 V1491 775 172 YES................................ 1 2183 602 NO................................. 5 GO TO J27 1 0 DK................................. .D GO TO J27 6 1 RF................................. .R GO TO J27 3082 5272 INAP, NO OTHER INCOME [V1456 NE 1] V1508 [HH] J27. R REG INC: ANY END 1992/3 J27. Did you receive any other regular income in (OCT93:1992/JAN94:1993) that you no longer receive? ----------------------------------------------------------------------------- 205 YES................................ 1 5706 NO................................. 5 GO TO J29 17 DK................................. .D GO TO J29 31 RF................................. .R GO TO J29 88 INAP V1509 [HH] J27a. R REG INC END1992/3: TYPE J27a. What type of income was that? PROBE WITH CATEGORIES ONLY IF R NEEDS HELP ------------------------------------------------------------------------------ 3 Veterans benefits.................. 1 13 Retirement or other pensions....... 2 3 Annuity............................ 3 7 IRA Distribution................... 4 36 Stocks and Bonds................... 5 42 Job................................ 6 GO TO J29 101 OTHER SPECIFY...................... 7 0 DK................................. .D 0 RF................................. .R 5842 INAP, NO OTHER INCOME (DK/RF) [V1508 NE 1] V1510 [HH] J28. R REG INC END 1992/3: PAID PER MO J28. Was that paid to you monthly? ----------------------------------------------------------------------------- 100 YES............................... 1 GO TO J28b 63 NO................................ 5 0 DK................................ .D GO TO J28b 0 RF................................ .R GO TO J28b 5884 INAP, NO OTHER INCOME [V1508 NE 1], JOB IN TYPE [V1509=6] (DK/RF) V1511 [HH] J28a. R REG INC END 1992/3: $ PERIOD J28a. How often was it paid? ----------------------------------------------------------------------------- 15 Quarter............................ 4 8 6 months........................... 5 13 Year............................... 6 27 OTHER SPECIFY...................... 7 0 DK................................. .D 0 RF................................. .R 5984 INAP, NO OTHER INCOME [V1508 NE 1], JOB IN TYPE [V1509=6], PAID MONTHLY [V1510 NE 5] (DK/RF) V1512 [HH] J28b.R REG INC END1992/3:$ LAST PERIOD J28b. How much did you receive last (month/period/year) from that? ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 136 4046.32 14523.18 0.00 150000.00 1 NONE............................... 0 17 DK................................. .D 10 RF................................. .R 5884 INAP, NO OTHER INCOME [V1508 NE 1], JOB IN TYPE [V1509=6] V1513 [HH] J28c. R REG INC END92/3: LAST MO RECD V1514 [HH] J28d. R REG INC END92/3: LAST YR RECD J28c. What month did you stop receiving that? ----------------------------------------------------------------------------- V1513 MONTH: 27 DK................................. .D 6 RF................................. .R 5884 INAP, NO OTHER INCOME, OR JOB IN TYPE V1514 YEAR: 12 1991............................... 1 36 1992............................... 2 94 1993............................... 3 8 1994............................... 4 10 DK................................. .D 2 RF ............................... .R 5885 INAP, NO OTHER INCOME [V1508 NE 1], JOB IN TYPE [V1509=6] V1515 [HH] J29. SP REG INC: RECEIVE ANY J29. Now let's talk about any regular income that your (husband/wife/partner) receives other than what you have already told me about. Does your (husband/wife/partner) receive any (other) regular income payments? (for example, from retirement pensions, Veteran benefits, annuities, payments from an IRA account, or anything like that.) ----------------------------------------------------------------------------- 899 YES................................ 1 1366 NO................................. 5 GO TO J37 17 DK................................. .D GO TO J37 24 RF................................. .R GO TO J37 3741 INAP, NOT "MARRIED" [V150=4-6] V1517 [HH] J30-1. SP REG INC: TYPE-1 J30-1.Please think about the largest (other) regular income (he/she) receives. What type of income is that? PROBE WITH CATEGORIES ONLY IF R NEEDS HELP V1539 [HH] J30-2. SP REG INC: TYPE-2 J30-2.Please think about the next largest regular income (he/she) receives. What type of income is that? PROBE WITH CATEGORIES ONLY IF R NEEDS HELP V1560 [HH] J30-3. SP REG INC: TYPE-3 J30-2.Please think about the next largest regular income (he/she) receives. What type of income is that? PROBE WITH CATEGORIES ONLY IF R NEEDS HELP ------------------------------------------------------------------------------ V1517 V1539 V1560 41 27 1 Veterans benefits................ 1 621 34 4 Retirement or other pensions..... 2 36 14 2 Annuity.......................... 3 77 54 11 IRA Distribution................. 4 37 13 2 Stocks and Bonds................. 5 35 7 1 Job.............................. 6 GO TO J36-1 48 10 6 OTHER SPECIFY.................... 7 3 1 0 DK............................... .D 1 1 0 RF............................... .R 5148 5886 6020 INAP, NOT "MARRIED"[V150=4-6], NO OTHER INCOME [V1515 NE 1], REGULAR BENEFITS [V1533/V1555 NE 1], NO FUTHER MENTION V1518 [HH] J31-1. SP REG INC: PAID PER MONTH-1 V1540 [HH] J31-2. SP REG INC: PAID PER MONTH-2 V1561 [HH] J31-3. SP REG INC: PAID PER MONTH-3 J31-X. (X=1-3) Is that paid to (him/her) monthly? ----------------------------------------------------------------------------- V1518 V1540 V1561 766 92 13 YES............................. 1 GO TO J31c-1 94 60 13 NO.............................. 5 2 2 0 DK.............................. .D GO TO J31c-1 2 0 0 RF.............................. .R GO TO J31c-1 5183 5893 6021 INAP, NOT "MARRIED" [V150=4-6], NO OTHER INCOME [V1515 NE 1], OTHER REGULAR PAYMENTS [V1533/V1555 NE 1], JOB IN TYPE [V1517/V1539/V1560=6], NO FURTHER MENTION V1519 [HH] J31b-1. SP REG INC: $ PERIOD-1 V1541 [HH] J31b-2. SP REG INC: $ PERIOD-2 V1562 [HH] J31b-3. SP REG INC: $ PERIOD-3 J31b-X. (X=1-3) How often is it paid? ----------------------------------------------------------------------------- V1519 V1541 V1562 26 17 2 Quarter............................ 4 3 5 1 6 Months........................... 5 54 30 9 Year............................... 6 10 7 1 Other SPECIFY...................... 7 1 1 0 DK................................. .D 0 0 0 RF................................. .R 5953 5987 6034 INAP, NOT "MARRIED" [V150=4-6], NO OTHER INCOME [V1515 NE 1], OTHER REGULAR PAYMENTS (V1533/V1555 NE 1], JOB IN TYPE [V1517/V1539/V1560=6], PAID MONTHLY [V1518/V1540/V1561 NE 5], NO FURTHER MENTION V1520 [HH] J31c-1. SP REG INC: $ LAST PERIOD-1 V1542 [HH] J31c-2. SP REG INC: $ LAST PERIOD-2 V1563 [HH] J31c-3. SP REG INC: $ LAST PERIOD-3 J31c-X. (X=1-3) How much did (he/she) receive last (month/period/year)from that? ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum V1520 725 806.29 1954.22 0.00 40000.00 V1542 122 1201.16 4037.76 0.00 40000.00 V1563 23 682.70 906.18 0.00 3800.00 V1520 V1542 V1563 7 2 1 NONE............................... 0 51 16 3 DK................................. .D 88 16 0 RF................................. .R 5183 5893 6021 INAP, NOT "MARRIED" [V150=4-6], NO OTHER INCOME [V1515 NE 1], OTHER REGULAR PAYMENTS [V1533/V1555 NE 1], JOB IN TYPE [V1517/V1539/V1560=6], NO FURTHER MENTION V1520F [HH] FLAG: J31c-1. SP REG INC: $-LCYR-1 V1542F [HH] FLAG: J31c-2. SP REG INC: $-LCYR-2 V1563F [HH] FLAG: J31c-3. SP REG INC: $-LCYR-3 ----------------------------------------------------------------------------- V1520F V1542F 1563F 662 115 22 NOT IMPUTED.................... 0 186 84 49 IMPUTED........................ 1 5199 5848 5976 INAP, NOT "MARRIED" [V150=4-6], NO OTHER INCOME [V1515 NE 1], OTHER REGULAR PAYMENTS [V1533/V1555 NE 1], JOB IN TYPE [V1517/V1539/V1560=6], NO FURTHER MENTION V1520X [HH] IMP: J31c-1. SP REG INC: $-LCYR-1 V1542X [HH] IMP: J31c-2. SP REG INC: $-LCYR-2 V1563X [HH] IMP: J31c-3. SP REG INC: $-LCYR-3 ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum V1520X 806 7632.35 9516.42 0.00 120000.00 V1542X 162 4135.06 7546.68 0.00 79992.00 V1563X 26 1766.00 2056.76 83.00 9600.00 V1520X V1542X V1563X 6 3 . ZERO $ AMOUNT...................... 0 5241 5885 6021 INAP, NOT "MARRIED" [V150=4-6], NO OTHER INCOME [V1515 NE 1], OTHER REGULAR PAYMENTS [V1533/V1555 NE 1], JOB IN TYPE [V1517/V1539/V1560=6], NO FURTHER MENTION V1521 [HH] J31d-1. SP REG INC: FED INC TAXED-1 V1543 [HH] J31d-2. SP REG INC: FED INC TAXED-2 V1564 [HH] J31d-3. SP REG INC: FED INC TAXED-3 J31d-X. (X=1-3) Was federal income tax withheld from that? ----------------------------------------------------------------------------- V1521 V1543 V1564 278 35 7 YES................................ 1 550 114 17 NO................................. 5 34 5 2 DK................................. .D 2 0 0 RF................................. .R 5183 5893 6021 INAP, NOT "MARRIED" [V150=4-6], NO OTHER INCOME [V1515 NE 1], OTHER REGULAR PAYMENTS [V1533/V1555 NE 1], JOB IN TYPE [V1517/V1539/V1560=6], NO FURTHER MENTION V1522 [HH] J31e-1. SP REG INC: START >2YRS AGO-1 V1544 [HH] J31e-2. SP REG INC: START >2YRS AGO-2 V1565 [HH] J31e-3. SP REG INC: START >2YRS AGO-3 J31e-X. (X=1-3) Did (he/she) start receiving that more than 2 years ago? ----------------------------------------------------------------------------- V1522 V1544 V1565 799 128 21 YES.............................. 1 GO TO J32-1 62 26 5 NO............................... 5 2 0 0 DK............................... .D GO TO J32-1 1 0 0 RF............................... .R GO TO J32-1 5183 5893 6021 INAP, NOT "MARRIED" [V150=4-6], NO OTHER INCOME [V1515 NE 1], OTHER REGULAR PAYMENTS [V1533/V1555 NE 1], JOB IN TYPE [V1517/V1539/V1560=6], NO FURTHER MENTION V1523 [HH] J31f-1. SP REG INC: START MONTH-1 V1524 [HH] J31g-1. SP REG INC: START YEAR-1 V1545 [HH] J31f-2. SP REG INC: START MONTH-2 V1546 [HH] J31g-2. SP REG INC: START YEAR-2 V1566 [HH] J31f-3. SP REG INC: START MONTH-3 V1567 [HH] J31g-3. SP REG INC: START YEAR-3 J31f-X (X=1-3) What month and year did (he/she) start receiving that? PROBE FOR YEAR IF NECESSARY ----------------------------------------------------------------------------- MONTH: N Mean Std Dev Minimum Maximum V1523 52 7.02 3.85 1.00 12.00 V1545 20 7.10 3.63 1.00 12.00 V1566 5 7.00 4.85 1.00 12.00 V1523 V1545 V1566 9 6 0 DK................................. .D 1 0 0 RF................................. .R 5985 6021 6042 INAP, NOT "MARRIED" [V150=4-6], NO OTHER INCOME [V1515 NE 1], OTHER REGULAR PAYMENTS [V1533/V1555 NE 1], JOB IN TYPE [V1517/V1539/V1560=6], DID RECEIVE MORE THAN 2 YEARS AGO (DK/RF)[V1522/V1544/V1565 NE 5] YEAR: V1524 V1546 V1567 13 2 0 1991............................... 1 22 10 3 1992............................... 2 22 11 2 1993............................... 3 3 0 0 1994............................... 4 1 3 0 DK................................. .D 1 0 0 RF................................. .R 5985 6021 6042 INAP, NOT "MARRIED" [V150=4-6], NO OTHER INCOME [V1515 NE 1], OTHER REGULAR PAYMENTS [V1533/V1555 NE 1], JOB IN TYPE [V1517/V1539/V1560=6], DID RECEIVE MORE THAN 2 YEARS AGO (DK/RF)[V1522/V1544/V1565 NE 5] V1525 [HH] J32-1. SP REG INC: VET BEN TYPE-1 V1547 [HH] J32-2. SP REG INC: VET BEN TYPE-2 V1568 [HH] J32-3. SP REG INC: VET BEN TYPE-3 J32-X. (X=1-3) What kind of veteran benefits is it; a military pension, widow's or survivor's pension, or service disability? ----------------------------------------------------------------------------- V1525 V1547 V1568 6 3 0 MILITARY PENSION.................. 1 0 0 0 WIDOW'S OR SURVIVOR'S PENSION..... 2 35 22 1 SERVICE DISABILITY................ 3 0 1 0 OTHER SPECIFY..................... 7 0 1 0 DK................................ .D 0 0 0 RF................................ .R 6006 6020 6046 INAP, NOT "MARRIED" [V150=4-6], NO OTHER INCOME[V1515 NE 1], OTHER REGULAR PAYMENTS [V1533/V1555 NE 1], JOB IN TYPE [V1517/V1539/V1560=6], [V1517/V1539/V1560 NE 1] V1526 [HH] J33-1. SP REG INC: ADJ FOR INFLATION-1 V1548 [HH] J33-2. SP REG INC: ADJ FOR INFLATION-2 V1569 [HH] J33-3. SP REG INC: ADJ FOR INFLATION-3 J33-X. (X=1-3) Has the amount (he/she) receives increased to keep up with inflation? ----------------------------------------------------------------------------- V1526 V1548 V1569 219 26 1 YES.............................. 1 GO TO J34-1 75 11 1 [VOL] INCREASES, BUT NOT KEEP UP.................. 3 GO TO J34-1 385 35 4 NO............................... 5 4 1 0 DK............................... .D GO TO J34-1 1 0 0 RF............................... .R GO TO J34-1 5363 5974 6041 INAP, NOT "MARRIED" [V150=4-6], NO OTHER INCOME [V1515 NE 1], LARGEST REGULAR INCOME [V1517/V1539/V1560 = 1,2,6], RECEIVE 2+ YRS AGO [V1522/V1544/V1565 NE 1], OTHER REGULAR PAYMENTS [V1533/V1555 NE 1], NO FURTHER MENTION V1527 [HH] J33a-1. SP REG INC: ADJ FOR COLA-1 V1549 [HH] J33a-2. SP REG INC: ADJ FOR COLA-2 V1570 [HH] J33a-3. SP REG INC: ADJ FOR COLA-3 J33a-X (X=1-3) Has it ever been adjusted for changes in cost of living? ----------------------------------------------------------------------------- V1527 V1549 V1570 55 3 0 YES................................ 1 325 31 4 NO................................. 5 5 1 0 DK................................. .D 0 0 0 RF................................. .R 5662 6012 6043 INAP, NOT "MARRIED" [V150=4-6], NO OTHER INCOME [V1515 NE 1], LARGEST REGULAR INCOME [V1517/V1539/V1560 = 1,2,6], RECEIVE 2+ YRS AGO [V1522/V1544/V1565 NE 1], OTHER REGULAR PAYMENTS [V1533/V1555 NE 1], AMOUNT INCREASED FOR INFLATION, (DK/RF) [V1526/V1547/V1569 NE 5], NO FURTHER MENTION V1528 [HH] J34-1. SP REG INC: FOR LIFE-1 V1550 [HH] J34-2. SP REG INC: FOR LIFE-2 V1571 [HH] J34-3. SP REG INC: FOR LIFE-3 J34-X. (X=1-3) Will (he/she) receive money from that as long as (he/she) lives? ----------------------------------------------------------------------------- V1528 V1550 V1571 676 72 6 YES.............................. 1 GO TO J35-1 18 4 1 NO............................... 5 7 1 0 DK............................... .D GO TO J35-1 1 0 0 RF............................... .R GO TO J35-1 5345 5970 6040 INAP, NOT "MARRIED" [V150=4-6], NO OTHER INCOME [V1515 NE 1], NOT VETERAN BENEFIT OR PENSION [V1457/V1475/V1492 NE 1,2], LARGEST REGULAR INCOME [V1517/V1537/V1560 = 1,2,6], OTHER REGULAR PAYMENTS [V1533/V1555 NE 1], AMOUNT INCREASED FOR INFLATION, (DK/RF) [V1526/V1548/V1569 NE 5], NO FURTHER MENTION V1529 [HH] J34a-1. SP REG INC: YRS WILL RECEIVE-1 V1551 [HH] J34a-2. SP REG INC: YRS WILL RECEIVE-2 V1572 [HH] J34a-3. SP REG INC: YRS WILL RECEIVE-3 J34a-X. (X=1-3) How many more years will (he/she) receive it? ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum V1529 14 8.36 5.84 1.00 21.00 V1551 3 7.33 7.51 3.00 16.00 V1572 1 1.00 . 1.00 1.00 V1529 V1551 V1572 3 1 0 DK................................. .D 1 0 0 RF................................. .R 6029 6043 6046 INAP, NOT "MARRIED" [V150=4-6], NO OTHER INCOME [V1515 NE 1], LARGEST REGULAR INCOME [V1517/V1539/V1560 = 1,2,6], OTHER REGULAR PAYMENTS [V1533/V1555 NE 1], WILL RECEIVE FOR LIFE (DK/RF) [V1528/V1550/V1571 NE 5], NO FURTHER MENTION V1530 [HH] J35-1. IF SP DIES: REG INC TO R-1 V1552 [HH] J35-2. IF SP DIES: REG INC TO R-2 V1573 [HH] J35-3. IF SP DIES: REG INC TO R-3 J35-X. (X=1-3) If (he/she) were to die, would that continue to be paid to you? ----------------------------------------------------------------------------- V1530 V1552 V1573 294 26 3 YES.............................. 1 379 48 3 NO............................... 5 GO TO J36-1 28 3 1 DK............................... .D GO TO J36-1 1 0 0 RF............................... .R GO TO J36-1 5345 5970 6040 INAP, NOT "MARRIED" [V150=4-6], NO OTHER INCOME [V1515 NE 1], LARGEST REGULAR INCOME [V1517/V1539/V1560 = 1,2,6], OTHER REGULAR PAYMENTS [V1533/V1555 NE 1], NO FURTHER MENTION V1531 [HH] J35a-1. IF SP DIES: $ REG INC TO R-1 V1553 [HH] J35a-2. IF SP DIES: $ REG INC TO R-2 V1574 [HH] J35a-3. IF SP DIES: $ REG INC TO R-3 J35a-X (X=1-3) About how much would you be paid? PER [NEXT SCREEN] ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum V1531 196 589.43 1364.57 0.00 15000.00 V1553 13 383.15 494.88 8.00 1700.00 V1574 3 25063.33 43246.44 51.00 75000.00 V1531 V1553 V1574 1 0 0 NONE............................... 0 68 10 0 DK................................. .D 30 3 0 RF................................. .R 5753 6021 6044 INAP, NOT "MARRIED" [V150=4-6], NO OTHER INCOME [V1515 NE 1], JOB IN TYPE [V1517/V1539/V1560=1,2,6], R NOT RECEIVE PAYMENT [V1530/V1552/V1573 NE 1], OTHER REGULAR PAYMENTS [V1533/V1555 NE 1] V1532 [HH] J35b-1. IF SP DIES: INC TO R $ PERIOD-1 V1554 [HH] J35b-2. IF SP DIES: INC TO R $ PERIOD-2 V1575 [HH] J35b-3. IF SP DIES: INC TO R $ PERIOD-3 J35b-X. (X=1-3) $J35a-1 PER ----------------------------------------------------------------------------- V1532 V1554 V1575 1 0 0 Week............................... 1 1 0 0 2 X Month.......................... 2 186 12 2 Month.............................. 3 1 0 0 Quarter............................ 4 1 0 0 6 Month............................ 5 6 1 0 Year............................... 6 0 0 1 Other SPECIFY...................... 7 0 0 0 DK................................. .D 0 0 0 RF................................. .R 5851 6034 6044 INAP, NOT "MARRIED" [V150=4-6], NO OTHER INCOME[V1515 NE 1], JOB IN TYPE [V1517/V1539/V1560=1,2,6], R NOT RECEIVE PAYMENT [V1530/V1552/V1573 NE 1], OTHER REGULAR PAYMENT [V1533/V1555 NE 1], NO AMOUNT (DK/RF) [V1531/V1553/V1574] V1531R [HH] J35a-1. IF SP DIES: $ REG INC R-MONTH-1 V1553R [HH] J35a-2. IF SP DIES: $ REG INC R-MONTH-2 V1574R [HH] J35a-3. IF SP DIES: $ REG INC R-MONTH-3 USE V1531R, V1553R, V1574R FOR MONTHLY AMOUNT PAID TO R IF SPOUSE DIES ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum V1531R 572 152.26 349.13 0.00 3500.00 V1553R 61 56.10 172.49 0.00 1025.00 V1574R 5 38.00 60.63 0.00 139.00 V1531R V1553R V1574R 377 48 3 NONE............................... 0 29 29 29 NO FINANCIAL R IN HH............... .F PROXY INTERVIEWS, SECTION J 16 16 16 INADVERTENTLY SKIPPED.............. .J GAVE AMOUNT, BUT DID NOT KNOW 97 13 0 AMOUNT RECIEVED LAST MONTH........ .M 5333 5928 5997 INAP, NOT "MARRIED" [V150=4-6], NO OTHER INCOME [V1515 NE 1], JOB IN TYPE [V1517/V1539/V1560=6], R NOT RECEIVE PAYMENT [V1530/V1552/V1573 NE 1] V1533 [HH] J36-1. SP REG INC: ANY OTHER-1 V1555 [HH] J36-2. SP REG INC: ANY OTHER-2 J36-X. (X=1-2) Does (he/she) receive any other regular payments such as (Veteran's benefits), pensions, annuities, or IRAs? ----------------------------------------------------------------------------- V1533 V1555 161 27 YES................................ 1 735 133 NO................................. 5 GO TO J37 1 0 DK................................. .D GO TO J37 2 1 RF................................. .R GO TO J37 5148 5886 INAP, NOT "MARRIED" [V150=4-6], NO OTHER INCOME [V1515/V1533 NE 1] V1576 [HH] J37. SP REG INC: ANY END 92/93 J37. Did (he/she) receive any other regular income in (OCT93:1992/JAN94:1993) that (he/she) no longer receives? ----------------------------------------------------------------------------- 30 YES................................ 1 2247 NO................................. 5 GO TO J40 10 DK................................. .D GO TO J40 18 RF................................. .R GO TO J40 3742 INAP, R NOT "MARRIED" [V150=4-6] V1577 [HH] J37a. SP REG INC END 92/93: TYPE J37a. What type of income was that? PROBE WITH CATEGORIES ONLY IF R NEEDS HELP ----------------------------------------------------------------------------- 2 VETERAN BENEFITS................... 1 2 RETIREMENT OR OTHER PENSIONS....... 2 0 ANNUITY............................ 3 2 IRA DISTRIBUTION................... 4 0 STOCKS AND BONDS................... 5 17 JOB................................ 6 7 OTHER SPECIFY...................... 7 0 DK................................. .D 0 RF................................. .R 6017 INAP, NOT "MARRIED" [V150=4-6], NO OTHER INCOME [V1576 NE 1] V1578 [HH] J37b. SP REG INC END 92/93: LAST MO RECD V1579 [HH] J37b. SP REG INC END 92/93: LAST YR RECD J37b. What month did (he/she) stop receiving that? ----------------------------------------------------------------------------- V1578 MONTH: N Mean Std Dev Minimum Maximum 11 7.91 2.91 3.00 12.00 1 DK................................. .D 1 RF................................. .R 6034 INAP, NOT "MARRIED" [V150=4-6], OR NO OTHER INCOME [V1515 NE 1], TYPE OF INCOME [V1577 =6] V1579 YEAR: 5 1992............................... 1 8 1993............................... 2 0 DK................................. .D 0 RF................................. .R 6034 INAP, NOT "MARRIED" [V150=4-6], NO OTHER INCOME [V1576 NE 1], TYPE OF INCOME [V1577 = 6] V1580 [HH] J37c. SP REG INC END 92/93: PAID PER MO J37c. Was that paid to (him/her) monthly? ----------------------------------------------------------------------------- 6 YES.............................. 1 GO TO J37e 7 NO............................... 5 0 DK............................... .D GO TO J37e 0 RF............................... .R GO TO J37e 6034 INAP, NOT "MARRIED" [V150=4-6], NO OTHER INCOME [V1576 NE 1], TYPE OF INCOME [V1577 = 6] V1581 [HH] J37d. SP REG INC END 92/93: $ PERIOD J37d. How often was it paid? ----------------------------------------------------------------------------- 0 Quarter............................ 4 0 6 months........................... 5 2 Year............................... 6 5 OTHER SPECIFY...................... 7 0 DK................................. .D 0 RF................................. .R 6040 INAP, NOT "MARRIED" [V150=4-6], NO OTHER INCOME [V1576 NE 1], TYPE OF INCOME [V1577 = 6], PAID MONTHLY (DK/RF) [V1580 NE 5] V1582 [HH] J37e. SP REG INC END 92/93: $ LST PERIOD J37e. How much did (he/she) receive (month/period/year) from that? ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 12 2726.25 4181.24 60.00 15000.00 1 DK................................. .D 0 RF................................. .R 6034 INAP, NOT "MARRIED" [V150=4-6], NO OTHER INCOME [V1576 NE 1], TYPE OF INCOME [V1577 = 6] V1583 [HH] J40-1. INVEST INC: RECEIVE ANY-1 V1589 [HH] J40-2. INVEST INC: RECEIVE ANY-2 J40-X. (X=1-2) (Aside from anything you have already told me about) Do you [or your (husband/wife/partner)] receive any income from financial investments like savings accounts, CDs, stocks and bonds, rental property, or investment trusts? ----------------------------------------------------------------------------- V1583 V1589 2697 629 YES................................ 1 3123 2038 NO............................... 5 GO TO J43 . . [VOL] ALREADY SAID............... 6 25 14 DK............................... .D GO TO J43 111 16 RF............................... .R GO TO J43 91 3350 INAP, NO FINANCIAL R, PARTIAL,NO FURTHER MENTION V1584 [HH] J41-1. INVEST INC: TYPE-1 V1590 [HH] J41-2. INVEST INC: TYPE-2 J41-X. (X=1-2) What do you receive the largest income from? PROBE WITH CATEGORIES ONLY IF R NEEDS HELP ----------------------------------------------------------------------------- V1584 V1590 1612 232 Savings accounts/CDs/Interest...... 1 557 167 Stocks or bonds/dividends.......... 2 250 140 Rental property.................... 3 77 4 Investment trusts.................. 4 0 2 Relative........................... 5 144 81 Other SPECIFY...................... 7 24 0 DK................................. .D 33 3 RF................................. .R 3350 5418 INAP, NO INCOME FROM FINANCIAL INVESTMENTS (DK/RF) [V1583/ V1589 NE 1,6] V1585 [HH] J42-1. INVEST INC: $ PERIOD-1 V1591 [HH] J42-2. INVEST INC: $ PERIOD-2 J42-X. (X=1-2) How often is it paid? ----------------------------------------------------------------------------- V1585 V1591 1178 270 MONTHLY......................... 3 676 153 QUARTER......................... 4 163 25 6 MONTHS........................ 5 308 118 YEAR............................ 6 GO TO J42b-1 292 50 OTHER SPECIFY................... 7 GO TO J42b-1 54 8 DK.............................. .D GO TO J42b-1 26 5 RF.............................. .R GO TO J42b-1 3350 5418 INAP, NO INCOME FROM FINANCIAL INVESTMENTS (DK/RF) [V1583/V1589 NE 1,6] V1586 [HH] J42a-1. INVEST INC: $ LAST PERIOD-1 V1592 [HH] J42a-2. INVEST INC: $ LAST PERIOD-2 J42a-X. (X=1-2) About how much did you receive last (month/period/year) from that? ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum V1586 1400 955.82 3120.44 0.00 50000.00 V1592 340 684.86 1685.23 0.00 20000.00 V1586 V1592 31 8 NONE............................... 0 415 66 DK................................. .D 202 42 RF................................. .R 4030 5599 INAP, NO INCOME FROM FINANCIAL INVESTMENTS (DK/RF) [V1583 NE 1,6] [V1589 NE 1,6], PAID YEAR/OTHER (DK/RF) [V1585 NE 3-5] [V1591 NE 3-5] V1587 [HH] J42b-1. INVEST INC: TOTAL $ PD 1992/3-1 V1593 [HH] J42b-2. INVEST INC: TOTAL $ PD 1992/3-2 J42b-X. (X=1-2) About how much did you receive from that in (OCT93:1992/JAN94:1993)? PER NEXT SCREEN ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum V1587 1840 4875.04 9329.64 0.00 90080.00 V1593 477 4772.39 8955.00 0.00 80000.00 V1587 V1593 73 22 NONE............................... 0 552 94 DK................................. .D 305 58 RF................................. .R 3350 5418 INAP, NO INCOME FROM FINANCIAL INVESTMENTS (DK/RF) [V1583 NE 1,6] [V1589 NE 1,6] V1587F [HH] FLAG: J42b-1.INVEST INC: TOTAL PD-LCYR-1 V1593F [HH] FLAG: J42b-2.INVEST INC: TOTAL PD-LCYR-2 ----------------------------------------------------------------------------- V1587F V1593F 1797 470 NOT IMPUTED.................... 0 935 204 IMPUTED........................ 1 3315 5373 INAP, NO INCOME FROM FINANCIAL INVESTMENTS (DK/RF) [V1583 NE 1,6] [V1589 NE 1,6] V1587X [HH] IMP: J42b-1. INVEST INC: TOTAL PD-LCYR-1 V1593X [HH] IMP: J42b-2. INVEST INC: TOTAL PD-LCYR-2 ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum V1587X 2700 6228.06 18218.75 0.00 624000.00 V1593X 635 5003.50 9707.46 0.00 120000.00 V1587X V1593X 56 24 ZERO $ AMOUNT...................... 0 3347 5412 INAP, NO INCOME FROM FINANCIAL INVESTMENTS (DK/RF) [V1583 NE 1,6] [V1589 NE 1,6] V1588 [HH] J42c-1. INVEST INC: 1992/3 $ PERIOD-1 V1594 [HH] J42c-2. INVEST INC: 1992/3 $ PERIOD-2 J42c-X. (X=1-2) $J42b-2 PER ----------------------------------------------------------------------------- V1588 V1594 38 16 Week............................... 1 0 0 2 X Month.......................... 2 132 29 Month.............................. 3 33 14 Quarter............................ 4 14 1 6 Month............................ 5 1584 410 Year............................... 6 23 6 Other SPECIFY...................... 7 12 1 DK................................. .D 3 0 RF................................. .R 4208 5570 INAP, NO INCOME FROM FINANCIAL INVESTMENTS (DK/RF) [V1583 NE 1,6] [V1589 NE 1,6], AMOUNT NOT RECEIVED (DK/RF) [V1587/V1593=.D,.R,0] V1595 [HH] J43. INVEST INC: ANY END 1992/3 J43. Did you [or your (husband/wife/partner)] receive any income from savings or investments in (1992/1993) that you no longer receive? ----------------------------------------------------------------------------- 200 YES................................ 1 5654 NO................................. 5 GO TO J44 31 DK................................. .D GO TO J44 71 RF................................. .R GO TO J44 91 INAP V1596 [HH] J43a. INVEST INC END 1992/3: TYPE J43a. What did you receive that income from? PROBE WITH CATEGORIES ONLY IF R NEEDS HELP ----------------------------------------------------------------------------- 114 SAVINGS ACCOUNTS/CDS............... 1 43 STOCKS OR BONDS.................... 2 7 RENTAL PROPERTY.................... 3 5 INVESTMENT TRUSTS.................. 4 1 RELATIVE........................... 5 29 OTHER SPECIFY...................... 7 0 DK................................. .D 1 RF................................. .R 5847 INAP, NO INCOME FROM SAVINGS OR INVESTMENTS IN (1992/1993) [V1595 NE 1] V1597 [HH] J43b. INVES INC END 92/3: LAST MO RECD-1 V1598 [HH] J43c. INVES INC END 92/3: LAST YR RECD-2 J43b. What month did you stop receiving that? ------------------------------------------------------------------------------ V1597 MONTH: N Mean Std Dev Minimum Maximum 152 7.01 3.72 1.00 12.00 43 DK................................. .D 5 RF................................. .R 5847 INAP, NO INVESTMENT INCOME STOPPED [V1595 NE 1] V1598 YEAR: 73 1991............................... 1 97 1992............................... 2 10 1993............................... 3 0 1994............................... 4 17 DK................................. .D 3 RF................................. .R 5847 INAP, NO INVESTMENT INCOME STOPPED [V1595 NE 1] V1599 [HH] J43d. INVEST INC END1992/3: $ LAST MO J43d. How much did you [and your (husband/wife/partner)] receive from that income in that month? ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 116 1098.82 1834.67 0.00 8360.00 11 NONE............................... 0 73 DK................................. .D 11 RF................................. .R 5847 INAP, NO INCOME FROM SAVINGS OR INVESTMENTS STOPPED [V1595 NE 1] V1599F [HH] FLAG: J43d. INVEST INC END1992/3: $-LCYR ----------------------------------------------------------------------------- 111 NOT IMPUTED.................... 0 131 IMPUTED........................ 1 5805 INAP, NO INCOME FROM SAVINGS OR INVESTMENTS STOPPED [V1595 NE 1] V1599X [HH] IMP: J43d. INVEST INC END1992/3: $-LCYR ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 197 12272.29 20404.79 0.00 100320.00 13 NONE............................... 0 5850 INAP, NO INCOME FROM SAVINGS OR INVESTMENTS STOPPED [V1595 NE 1] V1600 [HH] J44. ANY $500/+ ASSISTANCE FROM REL 92/3 J44. In (1992/1993) did you [and your (husband/wife/partner)] receive $500 or more from any child, relative, or friend? ----------------------------------------------------------------------------- 192 YES................................ 1 5708 NO................................. 5 GO TO J49 14 DK................................. .D GO TO J49 41 RF................................. .R GO TO J49 92 INAP V1601 [HH] J44a. # $500/+ ASST J44a. How many such friends or relatives provided that assistance? ----------------------------------------------------------------------------- 133 1.................................. 1 35 2.................................. 2 23 3 OR MORE.......................... 3 1 DK................................. .D 0 RF................................. .R 5855 INAP, NO ASSISTANCE FROM REL/FRIENDS [V1600 NE 1] V1602 [HH] J45-1. CASH ASST: FROM?-1 V1614 [HH] J45-2. CASH ASST: FROM?-2 V1626 [HH] J45-3. CASH ASST: FROM?-3 J45-X. (X=1-3) Was the (largest) sum provided by a (child or other) relative of yours [and your (husband/wife/partner)], or by someone else? ----------------------------------------------------------------------------- V1602 V1614 V1626 140 48 18 CHILD/CHILD-IN-LAW/GRANDCHILD.... 1 42 7 2 OTHER RELATIVE................... 2 GO TO J46-1 8 1 0 SOMEONE ELSE..................... 3 GO TO J46-1 1 2 3 DK............................... .D GO TO J46-1 1 0 0 RF............................... .R GO TO J46-1 5855 5989 6024 INAP, NOT RECEIVED HELP [V1600 NE 1] V1603 [HH] J45a-1. CASH ASST: FROM WHICH CHILD-1 V1615 [HH] J45a-2. CASH ASST: FROM WHICH CHILD-2 V1627 [HH] J45a-3. CASH ASST: FROM WHICH CHILD-3 J45a-X. (X=1-3) Which child was that? IF GRANDCHILD: (Which of your children is the parent of that grandchild?) ----------------------------------------------------------------------------- V1603 V1615 V1627 PN OF CHILDREN 2 0 0 100 DECEASED CHILD FAMILY 23 14 10 110 ALL THE CHILDREN 54 9 1 120 NON-RESIDENT CHILD (OR FAMILY) 23 11 3 130 6 4 2 140 4 5 0 150 1 2 1 160 1 0 0 170 1 0 0 180 1 1 0 190 18 2 0 410 HOUSEHOLD MEMBER CHILD (OR SPOUSE) 3 0 0 420 3 0 1 DK.............................. .D 0 0 0 RF.............................. .R 5907 5999 6029 INAP, NOT RECEIVED HELP [V1600 NE 1], NOT RECEIVED BY CHILD/CHILD-IN-LAW/GRANDCHILD (DK/RF) [V1602/V1614/V1626 NE 1] V1606 [HH] J46-1. CASH ASST: TOTAL $ PAST 12 MO-1 V1618 [HH] J46-2. CASH ASST: TOTAL $ PAST 12 MO-2 V1630 [HH] J46-3. CASH ASST: TOTAL $ PAST 12 MO-3 J46-X. (X=1-3) Altogether, about how much was the total money value of the financial assistance that person gave you [and your (husband/wife/partner)] in the past 12 months? DO NOT PROBE DK/RF ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum V1606 136 4354.95 8189.50 0.00 70000.00 V1618 33 1326.97 2244.83 0.00 10000.00 V1630 14 2067.86 3225.95 0.00 10000.00 V1606 V1618 V1630 2 4 3 ZERO $ AMOUNT............... 0 48 23 9 DK.......................... .D 8 2 0 RF.......................... .R 5855 5989 6024 INAP, NOT RECEIVED HELP [V1600 NE 1] J46 CASH ASST: TOTAL $, PAST 12 MO - UNFOLDING SEQUENCE FOR DK,RF J46 / V1606/V1618/V1630: Open ended J46a/ V1607/V1619/V1631: $5,000 or more? J46b/ V1608/V1620/V1632: $10,000 or more? J46c/ V1609/V1621/V1633: $50,000 or more? J46d/ V1610/V1622/V1634: $1,000 or more? If J46. = DK,RF go to J46a. Would the total be $5,000 or more? If YES go to J46b. $10,000 or more? If YES go to J46c. $50,000 or more? ALL go to J47-1. [END SEQUENCE] If NO,DK,RF go to J47-1. [END SEQUENCE] If NO go to J46d. $1,000 or more? ALL go to J47-1. [END SEQUENCE] If DK,RF go to J47-1. [END SEQUENCE] V1606C [HH] CATEG: J46-1. CASH ASST: TOTAL $-1 V1618C [HH] CATEG: J46-2. CASH ASST: TOTAL $-2 V1630C [HH] CATEG: J46-3. CASH ASST: TOTAL $-3 ----------------------------------------------------------------------------- V1607 V1608 V1609 V1610 V1606C V1618C V1630C 0 = GAVE $ IN V1606 136 33 14 1 = 0 - 999 5 . . 5 8 9 4 2 = 1000 - 4999 5 . . 1 24 11 1 3 = 5000 - 9999 1 5 . . 4 1 0 4 = 10000 - 49999 1 1 5 . 0 0 0 5 = 50000+ 1 1 1 . 2 0 0 6 = 0 - 4999 5 . . DK/RF 5 1 0 7 = 5000+ 1 DK/RF . . 1 0 0 8 = 10000+ 1 1 DK/RF . 1 1 0 .D = 0+ DK . . . 7 2 4 .R = 0+ RF . . . 4 0 0 . = INAP, NOT RECEIVED HELP [V1600 NE 1] 5855 5989 6024 V1606F [HH] FLAG: J46-1. CASH ASST: TOTAL $-1 V1618F [HH] FLAG: J46-2. CASH ASST: TOTAL $-2 V1630F [HH] FLAG: J46-3. CASH ASST: TOTAL $-3 ----------------------------------------------------------------------------- V1606F V1618F V1630F 136 33 14 NO IMPUTATION.................. 0 38 21 5 COMPLETED UNFOLDING............ 1 1 1 0 DK/RF IN LAST UNFOLDING........ 2 6 1 0 DK/RF IN NEXT-TO-LAST UNFOLD... 3 7 2 4 DK ............................ 7 4 0 0 RF ............................ 8 5855 5989 6024 INAP, NOT RECEIVED HELP [V1600 NE 1] V1606X [HH] IMP: J46-1. CASH ASST: TOTAL $-1 V1618X [HH] IMP: J46-2. CASH ASST: TOTAL $-2 V1630X [HH] IMP: J46-3. CASH ASST: TOTAL $-3 USE V1606X, V1618X, V1630X FOR LAST CALENDAR YEAR VALUES [+UNFOLDING IMPUTE] FOR HELP FROM OTHERS ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum V1606X 192 5460.09 12697.85 0.00 70000.00 V1618X 58 2456.72 9212.51 0.00 70000.00 V1630X 23 1539.13 2596.94 0.00 10000.00 V1606X V1618X V1630X 2 4 3 ZERO $ AMOUNT................. 0 5855 5989 6024 INAP, NOT RECEIVED HELP [V1600 NE 1] V1611 [HH] J47-1. CASH ASST: RECD ANY 1993/4-1 V1623 [HH] J47-2. CASH ASST: RECD ANY 1993/4-2 V1635 [HH] J47-3. CASH ASST: RECD ANY 1993/4-3 J47-X. (X=1-3) Have you [and your (husband/wife/partner)] received financial assistance from that person in (OCT93:1993/FEB94:1994)? ----------------------------------------------------------------------------- V1611 V1623 V1635 129 32 8 YES................................ 1 60 25 11 NO................................. 5 2 1 4 DK................................. .D 1 0 0 RF................................. .R 5855 5989 6024 INAP, NOT RECEIVED HELP [V1600 NE 1] V1612 [HH] J48-1. CASH ASST: EXPECT IN FUTURE-1 V1624 [HH] J48-2. CASH ASST: EXPECT IN FUTURE-2 V1636 [HH] J48-3. CASH ASST: EXPECT IN FUTURE-3 J48-X. (X=1-3) Do you think of it as income you can count on in the future? ----------------------------------------------------------------------------- V1612 V1624 V1636 92 29 7 YES................................ 1 93 28 12 NO................................. 5 6 1 4 DK................................. .D 1 0 0 RF................................. .R 5855 5989 6024 INAP, NOT RECEIVED HELP [V1600 NE 1] V1642 [HH] J49. FILE FED TAX RETURN 1992/3 J49. Did you [and your (husband/wife/partner)] file a federal tax return form for (OCT93:1992/MAR94:1993)? ----------------------------------------------------------------------------- 3260 YES................................ 1 2627 NO................................. 5 GO TO J51 45 DK................................. .D GO TO J51 23 RF................................. .R GO TO J51 92 INAP V1643 [HH] J50. ITEMIZE ON FED INCOME TAX J50. Did you [or your (husband/wife/partner)] itemize deductions on your (1992/1993) federal income tax? (Such as property taxes, interest payments, medical expenses, and charitable contributions?) ----------------------------------------------------------------------------- 1444 YES................................ 1 1683 NO................................. 5 GO TO J51 121 DK................................. .D GO TO J51 12 RF................................. .R GO TO J51 2787 INAP, NOT FILE TAX RETURN, DK/RF [V1642 NE 1] V1644 [HH] J50a. ITEMIZE MEDICAL EXPENSES J50a. Were deductions itemized for medical expenses? ----------------------------------------------------------------------------- 604 YES................................ 1 798 NO................................. 5 GO TO J51 40 DK................................. .D GO TO J51 2 RF................................. .R GO TO J51 4603 INAP, NOT FILE TAX RETURN [V1642 NE 1], DID NOT ITEMIZE DEDUCTIONS, (DK/RF) [V1643 NE 1] V1646 [HH] J51. DONATE $500/+ LAST YEAR J51. Last year, did you [or your (husband/wife/partner)] donate money, property or possessions totalling $500 or more to religious or other charitable organizations? ----------------------------------------------------------------------------- 1843 YES................................ 1 4039 NO................................. 5 GO TO J52 43 DK................................. .D GO TO J52 30 RF................................. .R GO TO J52 92 INAP V1647 [HH] J51a. $ DONATED LAST YEAR J51a. How much money did that amount to? ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 1622 2062.14 5818.55 0.00 150000.00 1 NONE............................... 0 128 DK................................. .D 93 RF................................. .R 4204 INAP, NO DONATIONS (DK/RF) [V1646 NE 1] V1648 [HH] J52. TOT FAM INC BEFORE TAX 1992/3 J52. Altogether, about how much was your [and your (husband's/ wife's/partner's)] total income in (OCT93:1992/MAR94:1993) before taxes? DO NOT PROBE DK/RF ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 3242 21701.63 29515.15 0.00 700000.00 39 NONE............................... 0 2085 DK................................. .D 628 RF................................. .R 92 INAP J52. TOT FAM INC BEFORE TAX 1992/3 - UNFOLDING SEQUENCE FOR DK,RF J52 / V1648: Open ended J53 / V1650: $30,000 or more? J53a / V1651: $10,000 or more? J53b / V1652: $20,000 or more? J53c / V1653: $5,000 or more? J53d / V1654: $75,000 or more? J53e / V1655: $100,000 or more? J53f / V1656: $50,000 or more? If J52. = DK,RF go to J53. Did you [and your (husband/wife/partner)] receive $30,000 or more in (1992/1993)? If YES go to J53d. Was it $75,000 or more? If YES go to J53e. Was it $100,000 or more? ALL go to J54. [END SEQUENCE] If NO go to J53f. Was it $50,000 or more? ALL go to J54. [END SEQUENCE] If DK,RF go to J54. [END SEQUENCE] If NO go to J53a. Was it $10,000 or more? If YES go to J53b. Was it $20,000 or more? ALL go to J54. [END SEQUENCE] If NO go to J53c. Was it $5,000 or more? ALL go to J54. [END SEQUENCE] If DK,RF go to J54. [END SEQUENCE] If DK,RF go to J54. [END SEQUENCE] V1648C [HH] CATEG: J52. TOT FAM INC 1992/3 ----------------------------------------------------------------------------- V1650 V1651 V1652 V1653 V1654 V1655 V1656 V1648C 0 = R gave value . . . . . . . 3242 1 = 0-4999 5 5 . 5 . . . 200 2 = 5000-9999 5 5 . 1 . . . 574 3 = 10000-19999 5 1 5 . . . . 638 4 = 20000-29999 5 1 1 . . . . 315 5 = 30000-49999 1 . . . 5 . 5 214 6 = 50000-74999 1 . . . 5 . 1 48 7 = 75000-99999 1 . . . 1 5 . 18 8 = 100000+ 1 . . . 1 1 . 24 11 = 0-9999 5 5 . DK/RF . . . 63 12 = 10000-29999 5 1 DK/RF . . . . 53 13 = 0-29999 5 DK/RF . . . . . 150 14 = 30000+ 1 . . . DK/RF . . 22 15 = 30000-74999 1 . . . 5 . DK/RF 15 16 = 75000+ 1 . . . 1 DK/RF . 4 .D = 0+ DK . . . . . . 138 .R = 0+ RF . . . . . . 237 . = INAP, NO FINANCIAL R/ PARTIAL INTERVIEW 92 V1648F [HH] FLAG: J52. TOT FAM INC 1992/3 J52. FLAG V1648X FAMILY INCOME, J52, IMPUTE ----------------------------------------------------------------------------- 3242 NO IMPUTATION.................. 0 2031 COMPLETED UNFOLDING............ 1 135 DK/RF IN LAST UNFOLDING........ 2 172 DK/RF IN NEXT-TO-LAST UNFOLD... 3 138 DK............................. 7 237 RF ............................ 8 92 NOT ASCERTAINED................ 9 V1648X [HH] IMP: J52. TOT FAM INC-YEAR 1992/3 USE V1648X FOR LAST CALENDAR YEAR VALUES [+UNFOLDING IMPUTE] FOR FAMILY (R/SPOUSE) INCOME ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 6047 20478.84 28073.25 0.00 700000.00 39 ZERO $ AMOUNT..................... 0 HHINC [HH] TOTAL HH INCOME (V1648X+V1681X) ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 6047 23958.81 29533.39 0.00 700000.00 HHINCF [HH] FLAG: HHINC IMP FLAG IMPUTE=1 V1648X OR V1681X ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 1267 2.43 3.03 0.00 9.00 353 NOT IMPUTED.................... 0 390 IMPUTED........................ 1 238 DK/RF IN LAST UNFOLDING........ 2 12 DK/RF IN NEXT-TO-LAST UNFOLD... 3 11 (Undocumented code)............ 4 75 DK............................. 7 82 RF ............................ 8 106 NOT ASCERTAINED................ 9 4780 INAP, NO OTHERS IN HH OVER 15 YEARS ASSET [HH] ASSET POSITIVE SUM The sum of 12 different assets: V1099X, V1721X, V1725X V1730X, V1735X, V1744X, V1750X, V1756X, V1762X, V1778X, and V1780X,V1783X ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 6047 164321.21 377383.33 0.00 14660000.00 ASSETF [HH] ASSET FLAG # PARTS MISSING DATA Of the 12 variables used to create ASSET, this variables codes how many of these were coded .D or .R ----------------------------------------------------------------------------- 3446 NOT IMPUTED.................... 0 1539 IMPUTED........................ 1 669 2 CODED .D OR .R............... 2 248 3 CODED .D OR .R............... 3 99 4 CODED .D OR .R............... 4 36 5 CODED .D OR .R............... 5 6 6 CODED .D OR .R............... 6 2 7 CODED .D OR .R............... 7 2 8 CODED .D OR .R............... 8 DEBT [HH] DEBT /MORTGAGE SUM The sum of 4 different debts: V1126, V1131, V1135 and V1788X ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 6047 3818.78 17703.67 0.00 345000.00 DEBTF [HH] FLAG: DEBT # PARTS MISSING DATA-4 Of the 4 variables used to create DEBT, this variables codes how many of these were coded .D or .R ----------------------------------------------------------------------------- 701 NOT IMPUTED.................... 0 103 IMPUTED........................ 1 4 (illegal code)................. 2 9 (illegal code)................. 7 3 (illegal code)................. 8 21 (illegal code)................. 9 5206 INAP NETWORTH [HH] NET ASSETS (ASSET-DEBT/MORTGAGE) ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 6047 160502.43 374624.88 -285000.00 14655000.00 V1681 [HH] J54. TOT INC OTHER HH MEMBERS 1992/3 J54. We have already asked how much income you [and your (husband/wife/partner)] received in (OCT93:1992/JAN94:1993). About how much total income did others in your household receive in (OCT93:1992/JAN94:1993) from Social Security, pensions, welfare, interest, gifts,jobs, or anything else? Do not include your own [or your (husband's/wife's/partner's)] income in this answer. DO NOT PROBE DK/RF ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 538 13084.75 19226.18 0.00 140000.00 180 NONE............................... 0 609 DK................................. .D 120 RF................................. .R 4780 INAP, NO ONE ELSE IN HH [V407=0] J54. TOT INC OTHER HH MEMBERS 1992/3 - UNFOLDING SEQUENCE FOR DK/RF J54 / V1681: Open ended J54a / V1682: More than $30,000? If J54. = DK,RF go to J54a. Was it more than $30,000? ALL go to J55. [END SEQUENCE] V1681C [HH] CATEG: J54. TOT INC OTHER HH MEMBERS ----------------------------------------------------------------------------- V1682 V1681C 0. = R gave value in V1681 . 538 1. = 0 - 30000 5 388 2. = 30001+ 1 102 .D = DK . 170 .R = RF . 69 . = INAP, NO HH MEMBERS >15; 4780 NO FINANCIAL R; PARTIAL IW V1681F [HH] FLAG: J54. TOT INC OTHER HH MEMBERS J54. FLAG V1681X OTHER HH INCOME IMPUTE ----------------------------------------------------------------------------- 538 NOT IMPUTED.................... 0 490 IMPUTED........................ 1 162 DK ............................ 7 77 RF ............................ 8 4780 INAP, NO OTHERS IN HH OVER 15 YEARS V1681X [HH] IMP: J54. TOT INC OTHER HH MEMBERS USE V1681X FOR LAST CALENDAR YEAR VALUES [+ UNFOLDING IMPUTE] FOR OTHER HOUSEHOLD MEMBERS INCOME ----------------------------------------------------------------------------- N Mean Std Dev Minimum Maximum 1267 16625.32 19859.05 0.00 140000.00 180 ZERO $ AMOUNT...................... 0 4780 INAP, NO ONE ELSE IN HH [V407=0] V1682 [REMOVED] TOT INC OTHER HH MEMBERS > 30K J54a. Was it more than $30,000? ------------------------------------------------------------------------------ 102 YES................................ 1 388 NO................................. 5 170 DK................................. .D 69 RF................................. .R 5318 INAP, HHMEMBER AMOUNT NOT DK/RF [V1681 NE .D,.R] SECTION J. WILLS (All Respondents) V1690 [RESP] J55. R WILL: HAVE ONE J55. Sometimes people make provisions to leave things to specific family members if something happens to them, others do not. Because we are trying to get a complete picture of family situations, I have a few questions about wills. Do you currently have a will that is written and witnessed? ----------------------------------------------------------------------------- 5391 YES................................ 1 2735 NO................................. 5 GO TO K1 27 DK................................. .D GO TO K1 34 RF................................. .R GO TO K1 35 INAP V1691 [RESP] J56. R WILL: INCLUDE ANY FAM MEMBERS J56. Have you made provisions in your will for any family members [besides your (husband/wife/partner]? ----------------------------------------------------------------------------- 4728 YES................................ 1 617 NO................................. 5 GO TO J58 22 DK................................. .D GO TO J58 24 RF................................. .R GO TO J58 2831 INAP, NO WILL [V1690 NE 1] V1692 [RESP] J56a. R WILL: INCLUDE ANY CHILDREN J56a. Does that include any child or step-child? ----------------------------------------------------------------------------- 4133 YES................................ 1 589 NO................................. 5 GO TO J57 3 DK................................. .D GO TO J57 3 RF................................. .R GO TO J57 3494 INAP, NO WILL [V1690 NE 1], OR NO PROVISIONS FOR FAMILY MEMBERS [V1691 NE 1] V1693 A1-A8 [RESP] J56b. R WILL: WHICH CHILD-X (X=1-8) J56b. Which child is that? CHOOSE ALL THAT APPLY ----------------------------------------------------------------------------- V1693A1 A2 A3 A4 A5 A6 A7-A8 PN OF CHILDREN 2966 1 0 0 0 0 0 110 ALL CHILDREN 836 9 2 0 0 0 0 120 NR CHILD (FAMILY) 77 102 5 0 0 0 0 130 36 45 40 3 0 0 0 140 24 19 13 23 0 0 0 150 21 14 8 5 11 0 0 160 2 9 9 3 1 4 0 170 5 3 8 1 0 0 1 180 4 2 2 6 0 0 1 190 1 2 0 0 4 0 0 200 1 0 0 0 0 0 0 210 135 0 0 0 0 0 0 410 HHMEMBER CHILD 5 4 1 0 0 0 0 420 2 0 0 0 0 0 0 430 9 0 0 0 0 0 0 DK.................. .D 9 0 0 0 0 0 0 RF.................. .R 4089 8012 8134 8181 8206 8218 8221 INAP, NO WILL [V1690 NE 1],NO PROVISIONS FOR FAMILY MEMBERS [V1691 NE 1], NO CHILD OR STEP- CHILD [V435=0] V1694 [RESP] J56c. R WILL: EQUAL FOR ALL CHILDREN J56c. Does your will provide for all your children about equally? ----------------------------------------------------------------------------- 2809 YES................................ 1 148 NO................................. 5 2 DK................................. .D 8 RF................................. .R 5255 INAP, NO WILL [V1690 NE 1], NO PROVISIONS FOR FAMILY MEMBERS [V1691 NE 1], NO CHILD OR STEP-CHILD [V435=0], NOT "ALL MY CHILDREN (11)" [V1693A NE 11] V1695 [RESP] J57. R WILL: INCLUDE ANY GRANDKIDS J57. Does your will include any grandchild directly? ----------------------------------------------------------------------------- 537 YES................................ 1 0 [VOL] ONLY THROUGH THEIR PARENTS... 2 2541 NO................................. 5 22 DK................................. .D 17 RF................................. .R 5105 INAP, NO WILL [V1690 NE 1], NO GRANDKIDS [V466 = 0] V1696 [RESP] J58. R WILL: INCLUDE ANY CHARITIES J58. Have you made provisions for any charities in your will? ----------------------------------------------------------------------------- 450 YES................................ 1 4883 NO................................. 5 35 DK................................. .D 23 RF................................. .R 2831 INAP, NO WILL [V1690 NE 1]

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Wed Jun 16 15:41:19 1999