HHID HOUSEHOLD IDENTIFICATION NUMBER
Section: J Level: Respondent Type: Character Width: 6 Decimals: 0
..................................................................................
1227 010240-213434. Household Identifier
PN RESPONDENT PERSON IDENTIFICATION NUMBER
Section: J Level: Respondent Type: Character Width: 3 Decimals: 0
..................................................................................
861 010. Person Identifier
19 011. Person Identifier
274 020. Person Identifier
39 030. Person Identifier
1 031. Person Identifier
33 040. Person Identifier
TSUBHH 2004 SUB-HOUSEHOLD IDENTIFICATION NUMBER
Section: J Level: Respondent Type: Character Width: 1 Decimals: 0
..................................................................................
1176 3. 1st deceased respondent from a household
51 4. 2nd deceased respondent from a household
HSUBHH 2002 SUB-HOUSEHOLD IDENTIFICATION NUMBER
Section: J Level: Respondent Type: Character Width: 1 Decimals: 0
..................................................................................
1180 0. Original sample household - no split from divorce or separation
of spouses or partners
21 1. Split household - one half of couple from SUBHH 0 and new
spouse or partner, if any
21 2. Split household - other half of couple from SUBHH 0 and new
spouse or partner, if any
4 3. 1st deceased respondent from a household
5. Split household - one half of couple from SUBHH 1 or 2
6. Split household - one half of couple from SUBHH 1 or 2
1 7. Reunited household - respondents from split household reunite
TPN_SP 2004 SPOUSE PERSON IDENTIFICATION NUMBER
Section: J Level: Respondent Type: Character Width: 3 Decimals: 0
..................................................................................
184 010. Person Identifier
16 011. Person Identifier
233 020. Person Identifier
5 021. Person Identifier
21 030. Person Identifier
2 031. Person Identifier
22 040. Person Identifier
3 041. Person Identifier
1 811. New Spouse of Non-Original Respondent
740 Blank. R not coupled
Assign:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)
OR ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)
OR ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)
OR ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)
OR ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)
OR ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)
OR ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(piRVARSZ123_CurWorkng_V = NO)
OR NOT (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(piRVARSZ123_CurWorkng_V = NO))
OR NOT (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(piRVARSZ123_CurWorkng_V = NO))
OR NOT (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(piRVARSZ123_CurWorkng_V = NO))
OR NOT (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(piRVARSZ123_CurWorkng_V = NO))
OR NOT (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(piRVARSZ123_CurWorkng_V = NO))
OR NOT (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(piRVARSZ123_CurWorkng_V = NO)))
AND (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(piRvarsZ136_SelfElseEmp_V <> SLF)
OR NOT (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(piRvarsZ136_SelfElseEmp_V <> SLF))
OR NOT (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(piRvarsZ136_SelfElseEmp_V <> SLF))
OR NOT (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(piRvarsZ136_SelfElseEmp_V <> SLF))
OR NOT (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(piRvarsZ136_SelfElseEmp_V <> SLF))
OR NOT (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN)) AND
(piRvarsZ136_SelfElseEmp_V <> SLF)))
AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
(J021_EmpSelfOth = SOMEONEELSE)) AND (piRvarsZ136_SelfElseEmp_V = NELSE)
OR NOT ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
(J021_EmpSelfOth = SOMEONEELSE)) AND (piRvarsZ136_SelfElseEmp_V = NELSE))
OR NOT ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
(J021_EmpSelfOth = SOMEONEELSE)) AND (piRvarsZ136_SelfElseEmp_V = NELSE))
OR NOT ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
(J021_EmpSelfOth = SOMEONEELSE)) AND (piRvarsZ136_SelfElseEmp_V = NELSE))
OR NOT ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
(J021_EmpSelfOth = SOMEONEELSE)) AND (piRvarsZ136_SelfElseEmp_V = NELSE)))
AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
((J020_WorkforPay <> YES) OR (J021_EmpSelfOth <> SOMEONEELSE))) AND
(piRvarsZ136_SelfElseEmp_V = NELSE)
OR NOT ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
((J020_WorkforPay <> YES) OR (J021_EmpSelfOth <> SOMEONEELSE))) AND
(piRvarsZ136_SelfElseEmp_V = NELSE))
OR NOT ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
((J020_WorkforPay <> YES) OR (J021_EmpSelfOth <> SOMEONEELSE))) AND
(piRvarsZ136_SelfElseEmp_V = NELSE))
OR NOT ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
((J020_WorkforPay <> YES) OR (J021_EmpSelfOth <> SOMEONEELSE))) AND
(piRvarsZ136_SelfElseEmp_V = NELSE)))
AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
(piRvarsZ136_SelfElseEmp_V = SLF)) AND (J021_EmpSelfOth <> SLFEMPD)
OR NOT ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
(piRvarsZ136_SelfElseEmp_V = SLF)) AND (J021_EmpSelfOth <> SLFEMPD))
OR NOT ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
(piRvarsZ136_SelfElseEmp_V = SLF)) AND (J021_EmpSelfOth <> SLFEMPD)))
AND ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)
OR NOT ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)))
TJ677 BRANCHPOINT FOR J677Y
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.WORKSTATUS.J677YJ023BP
..................................................................................
27 0. ALL OTHERS
1132 1. NOT WORKING LAST WAVE
68 2. NOT SELF EMPLOYED LAST WAVE
Blank. INAP (INAPPLICABLE)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6))
AND (((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4))
TJ023 STOPPED WORKING FOR SLF-MO
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J023_MoStopWrkSelf
Now I have some questions about [FIRST NAME OF INDIVIDUAL]'s employment
before[she/he] died.
According to our records, in [PREV WAVE FIRST R IW MONTH], [PREV WAVE FIRST R
IW YEAR][she/he] was self- employed. In what month and year did[she/he] stop
working for[herself/himself]?
IWER: MONTH ENTERED MUST BE BETWEEN R’s LAST IW MONTH, YEAR AND R’s DATE OF
DEATH -MONTH, YEAR.
MONTH:
YEAR:
..................................................................................
1 1. JAN
2. FEB
1 3. MAR
2 4. APR
1 5. MAY
2 6. JUN
2 7. JUL
8. AUG
2 9. SEP
2 10. OCT
11. NOV
3 12. DEC
10 96. WORKED THERE UNTIL DEATH
97. DENIES BEING SELF-EMPLOYED AT PREVIOUS IW
1 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1200 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6))
AND (((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4))
AND (NOT ((J023_MoStopWrkSelf = STILLWORKING) OR (J023_MoStopWrkSelf =
DENYSLF_EMPATPW)))
AND (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6))
AND (((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4))
AND ((J023_MoStopWrkSelf = STILLWORKING) OR (J023_MoStopWrkSelf =
DENYSLF_EMPATPW))
TJ024 STOPPED WORKING FOR SLF- YR
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J024_YrStopWrkSelf
Now I have some questions about [FIRST NAME OF INDIVIDUAL]'s employment
before[she/he] died. According to our records, in [PREV WAVE FIRST R IW
MONTH], [PREV WAVE FIRST R IW YEAR][she/he] was self- employed. In what month
and year did[she/he] stop working for[herself/himself]?
IWER: MONTH ENTERED MUST BE BETWEEN R’s LAST IW MONTH, YEAR AND R’s DATE OF
DEATH -MONTH, YEAR.
MONTH: [STOPPED WORKING FOR SLF-MO]
YEAR:
..................................................................................
17 1995-2004. Actual Value
9998. DK (Don't Know); NA (Not Ascertained)
10 9999. RF (Refused)
1200 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6))
AND (((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4))
AND (J678YJ023TOW158_2BP <> 1)
AND (NOT (((J023_MoStopWrkSelf = STILLWORKING) AND (ACTIVELANGUAGE <> EXTENG))
AND (ACTIVELANGUAGE <> EXTSPN)))
TJ031 PAID REGULAR SALARY
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J031_
Was [she/he] paid a regular salary or wages?
..................................................................................
10 1. YES
17 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1200 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6))
AND (((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4))
AND (J678YJ023TOW158_2BP <> 1)
AND (NOT (((J023_MoStopWrkSelf = STILLWORKING) AND (ACTIVELANGUAGE <> EXTENG))
AND (ACTIVELANGUAGE <> EXTSPN)))
AND (((J031_ <> DONTKNOW) AND (J031_ <> REFUSAL)) AND (J031_ <> NO))
TJ032 AMOUNT OF SALARY
Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J032_
How much was[she/he] paid before taxes and other deductions?
INTERVIEWER: DO NOT PROBE DK/RF
INTERVIEWER: IF AMOUNT PER HOUR, ENTER BOTH DOLLARS AND CENTS
AMOUNT:
PER:
..................................................................................
1 250. Actual Value
5 998. DK (Don't Know); NA (Not Ascertained)
4 999. RF (Refused)
1217 Blank. INAP (Innapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6))
AND (((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4))
AND (J678YJ023TOW158_2BP <> 1)
AND (NOT (((J023_MoStopWrkSelf = STILLWORKING) AND (ACTIVELANGUAGE <> EXTENG))
AND (ACTIVELANGUAGE <> EXTSPN)))
AND (((J031_ <> DONTKNOW) AND (J031_ <> REFUSAL)) AND (J031_ <> NO))
AND (NOT (((J032_ = DONTKNOW) OR (J032_ = REFUSAL)) AND J033_ = EMPTY))
AND ((J032_ = RESPONSE) AND (J032_ <> 0))
TJ036 AMOUNT OF SALARY PER
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J036_
(How much was [she/he] paid before taxes and other deductions?)
INTERVIEWER: PROBE IF NECESSARY: Was that per hour, week, month, or year?
AMOUNT: [AMOUNT OF SALARY]
PER:
..................................................................................
1. HOUR
1 2. WEEK
3. EVERY TWO WEEKS/BI-WEEKLY
4. MONTH
5. TWICE A MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1226 Blank. INAP (Inapplicable)
TJ033 AMOUNT OF SALARY - MIN
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J033_
J033_-J035_ Unfolding Sequence
Question text: Did it amount to a total of less than $______per month, more
than $______per month, or what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 625, 1500, 3000, 6500
ENTRY POINT: 1500
..................................................................................
6 0. Value of Breakpoint
1 625. Value of Breakpoint
1 1501. Value of Breakpoint
1 3000. Value of Breakpoint
1218 Blank. INAP (Inapplicable)
TJ034 AMOUNT OF SALARY - MAX
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J034_
..................................................................................
1 625. Value of Breakpoint
1 3000. Value of Breakpoint
7 99999996. Greater than Maximum Breakpoint
1218 Blank. INAP (Inapplicable)
TJ035 AMOUNT OF SALARY - RESULT
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J035_
..................................................................................
97. Data Not Available
1 98. DK (Don't Know); NA (Not Ascertained)
6 99. RF (Refused)
1220 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6))
AND (((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4))
AND (J678YJ023TOW158_2BP <> 1)
AND (NOT (((J023_MoStopWrkSelf = STILLWORKING) AND (ACTIVELANGUAGE <> EXTENG))
AND (ACTIVELANGUAGE <> EXTSPN)))
TJ038 RECEIVE ANY PROFITS
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J038_
Did [she/he] receive some or all of the net earnings or profits?
DEF: NET EARNING OR PROFIT IS TOTAL BUSINESS INCOMES LESS TOTAL BUSINESS
EXPENSES.
..................................................................................
20 1. YES
3 5. NO
2 8. DK (Don't Know); NA (Not Ascertained)
2 9. RF (Refused)
1200 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6))
AND (((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4))
AND (J678YJ023TOW158_2BP <> 1)
AND (NOT (((J023_MoStopWrkSelf = STILLWORKING) AND (ACTIVELANGUAGE <> EXTENG))
AND (ACTIVELANGUAGE <> EXTSPN)))
AND (J681YJ038TOJ073 <> 1)
TJ039 AMOUNT OF NET PROFITS/EARNINGS
Section: J Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J039_
(In addition to[her/his] regular salary,) How much did[she/he] receive from
net earnings or profits?
INTERVIEWER: IF R HAS TROUBLE GIVING DOLLAR FIGURE, ASK: What did[she/he] earn
the last year[she/he] worked?
DEF: NET EARNING OR PROFIT IS TOTAL BUSINESS INCOMES LESS TOTAL BUSINESS
EXPENSES.
IWER: DO NOT PROBE DK/RF
IWER: IF AMOUNT PER HOUR, ENTER BOTH DOLLARS AND CENTS
AMOUNT:
PER:
..................................................................................
4 8265-30000. Actual Value
12 99998. DK (Don't Know); NA (Not Ascertained)
4 99999. RF (Refused)
1207 Blank. INAP (Innapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6))
AND (((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4))
AND (J678YJ023TOW158_2BP <> 1)
AND (NOT (((J023_MoStopWrkSelf = STILLWORKING) AND (ACTIVELANGUAGE <> EXTENG))
AND (ACTIVELANGUAGE <> EXTSPN)))
AND (J681YJ038TOJ073 <> 1)
AND (NOT (((J039_ = DONTKNOW) OR (J039_ = REFUSAL)) AND J040_ = EMPTY))
AND ((J039_ = RESPONSE) AND (J039_ <> 0))
TJ043 AMOUNT OF NET PROFITS/EARNINGS PER
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J043_
(In addition to [her/his] regular salary, how much did [she/he] receive from
net earnings or profits?)
INTERVIEWER: PROBE IF NECESSARY: Was that per hour, week, month, or year?
AMOUNT: [AMOUNT OF NET PROFITS/EARNINGS]
PER:
..................................................................................
1. HOUR
2. WEEK
3. EVERY TWO WEEKS/BI-WEEKLY
4. MONTH
5. TWICE A MONTH
4 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1223 Blank. INAP (Inapplicable)
TJ040 AMOUNT OF NET PROFITS/EARNINGS - MIN
Section: J Level: Respondent Type: Numeric Width: 5 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J040_
J040_-J042_ Unfolding Sequence
Question text: Did it amount to a total of less than $______per year, more
than $______per year, or what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 3300, 10000, 30000, 75000
ENTRY POINT: 10000
..................................................................................
8 0. Value of Breakpoint
2 3301. Value of Breakpoint
1 10000. Value of Breakpoint
2 10001. Value of Breakpoint
2 30001. Value of Breakpoint
1 75000. Value of Breakpoint
1211 Blank. INAP (Inapplicable)
TJ041 AMOUNT OF NET PROFITS/EARNINGS - MAX
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J041_
..................................................................................
4 9999. Value of Breakpoint
1 10000. Value of Breakpoint
1 29999. Value of Breakpoint
1 74999. Value of Breakpoint
1 75000. Value of Breakpoint
8 99999996. Greater than Maximum Breakpoint
1211 Blank. INAP (Inapplicable)
TJ042 AMOUNT OF NET PROFITS/EARNINGS - RESULT
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J042_
..................................................................................
97. Data Not Available
5 98. DK (Don't Know); NA (Not Ascertained)
5 99. RF (Refused)
1217 Blank. INAP (Inapplicable)
Assign:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)
OR ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)
OR (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6))
AND (((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4)
OR ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4))
AND (J023_MoStopWrkSelf = DENYSLF_EMPATPW
OR NOT (J023_MoStopWrkSelf = DENYSLF_EMPATPW))
TJ678 BRANCHPOINT FOR J678Y
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J678YJ023TOW158_2BP
..................................................................................
27 0. ALL OTHERS
1. R DENIES WORKING FOR SELF
1200 Blank. INAP (Inapplicable)
Assign:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)
OR ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)
OR (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6))
AND (((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4)
OR ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4))
AND (J678YJ023TOW158_2BP <> 1
OR J678YJ023TOW158_2BP <> 1)
AND (NOT (((J023_MoStopWrkSelf = STILLWORKING) AND (ACTIVELANGUAGE <> EXTENG))
AND (ACTIVELANGUAGE <> EXTSPN))
OR NOT (((J023_MoStopWrkSelf = STILLWORKING) AND (ACTIVELANGUAGE <> EXTENG))
AND (ACTIVELANGUAGE <> EXTSPN)))
AND ((J038_ = NO) OR J038_ = NONRESPONSE
OR NOT ((J038_ = NO) OR J038_ = NONRESPONSE))
TJ681 BRANCHPOINT FOR J681Y
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J681YJ038TOJ073
..................................................................................
20 0. ALL OTHERS
7 1. TJ038 NOT YES
1200 Blank. INAP (Inapplicable)
Assign:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)
OR ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)
OR (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6))
AND (((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4)
OR ((piJ023BP <> 2) AND (piJ023BP <> 3)) AND (piJ023BP <> 4))
AND (J678YJ023TOW158_2BP <> 1
OR J678YJ023TOW158_2BP <> 1)
AND (NOT (((J023_MoStopWrkSelf = STILLWORKING) AND (ACTIVELANGUAGE <> EXTENG))
AND (ACTIVELANGUAGE <> EXTSPN))
OR NOT (((J023_MoStopWrkSelf = STILLWORKING) AND (ACTIVELANGUAGE <> EXTENG))
AND (ACTIVELANGUAGE <> EXTSPN)))
AND (J681YJ038TOJ073 <> 1
OR NOT (J681YJ038TOJ073 <> 1))
TJ682 BRANCHPOINT FOR J682Y
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWSELFNOWELSE.J682YJ045BP_TOJ073
..................................................................................
7 0. ALL OTHERS
20 1. TJ681 = 1
1200 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6))
AND (((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073
<> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172
<> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1))
AND (PWELSENOWELSE.J686YJ063BP <> 2)
TJ063 STOP/RETIRE WORK PREV WAVE EMPLOYER-MO
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J063_MoStopWrkPrevEmp
Now I have some questions about R’s FIRST NAME’s employment before [he/she]
died.
IF R’S LAST IW EMPLOYER IS KNOWN (Z091 NOT EMPTY):
According to our records, [he/she] was working for R’s LAST IW EMPLOYER NAME
(per Z091) in R’s LAST IW MONTH, YEAR.
In what month and year did [he/she] stop working there, or was [he/she] still
working there when [he/she] died?
OTHERWISE:
According to our records, [he/she] was working for someone else in R’s LAST
IW MONTH, YEAR.
In what month and year did [he/she] stop working for that employer?
[IWER: MONTH ENTERED MUST BE BETWEEN R’s LAST IW MONTH, YEAR AND R’s DATE
OF DEATH, MONTH, YEAR.]
..................................................................................
5 1. JAN
2. FEB
1 3. MAR
2 4. APR
1 5. MAY
3 6. JUN
2 7. JUL
6 8. AUG
6 9. SEP
3 10. OCT
4 11. NOV
4 12. DEC
18 96. WORKED THERE UNTIL DEATH
6 97. DENIES WORKING FOR SOMEONE ELSE, OR FOR NAMED EMPLOYER, AT LAST
INTERVIEW
7 98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1159 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6))
AND (((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073
<> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172
<> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1))
AND (PWELSENOWELSE.J686YJ063BP <> 2)
AND ((J687YJ063TOW158_2BP <> 1) AND (J063_MoStopWrkPrevEmp <> STILLWORKING))
TJ064 STOP/RETIRE WORK PREV WAVE EMPLOYER-YR
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J064_YrStopWrkPrevEmp
Now I have some questions about R’s FIRST NAME’s employment before [he/she]
died.
IF R’S LAST IW EMPLOYER IS KNOWN (Z091 NOT EMPTY):
According to our records, [he/she] was working for R’s LAST IW EMPLOYER NAME
(per Z091) in R’s LAST IW MONTH, YEAR.
In what month and year did [he/she] stop working there, or was [he/she] still
working there when [he/she] died?
OTHERWISE:
According to our records, [he/she] was working for someone else in R’s LAST
IW MONTH, YEAR.
In what month and year did [he/she] stop working for that employer?
[IWER: MONTH ENTERED MUST BE BETWEEN R’s LAST IW MONTH, YEAR AND R’s DATE
OF DEATH, MONTH, YEAR.]
..................................................................................
36 1993-2004. Actual Value
8 9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1183 Blank. INAP (Inapplicable)
Assign:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6))
AND (((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073
<> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172
<> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1))
AND (PWELSENOWELSE.J686YJ063BP <> 2)
AND ((J687YJ063TOW158_2BP <> 1) AND (J063_MoStopWrkPrevEmp <> STILLWORKING))
TJ065 PREV WAVE EMPLYR TWO YRS- CALC
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J065_
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
44 0 30 11.18 9.31 1183
-----------------------------------------------------------------
Assign:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6))
AND (((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073
<> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172
<> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1))
AND (PWELSENOWELSE.J686YJ063BP <> 2)
AND ((J687YJ063TOW158_2BP <> 1) AND (J063_MoStopWrkPrevEmp <> STILLWORKING))
TJ066 REF STOP WORK EMP- CALC
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J066_
..................................................................................
-----------------------------------------------------------------
N Min Max Mean SD Miss
44 0 30 11.18 9.31 1183
-----------------------------------------------------------------
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6))
AND (((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073
<> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172
<> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1))
AND (J687YJ063TOW158_2BP <> 1)
TJ067 AMOUNT EARNING WHEN LEFT
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 2
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J067_
[What was [she/he] earning, before deductions, at the time of [her/his]
death?/What was [she/he] earning, before deductions, when [she/he] left that
employer?]
INTERVIEWER: IF AMOUNT PER HOUR, ENTER BOTH DOLLARS AND CENTS
DO NOT PROBE DK/RF
AMOUNT:
PER:
..................................................................................
23 0-80000. Actual Value
37 99999998. DK (Don't Know); NA (Not Ascertained)
2 99999999. RF (Refused)
1165 Blank. INAP (Innapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6))
AND (((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073
<> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172
<> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1))
AND (J687YJ063TOW158_2BP <> 1)
AND (NOT (((J067_ = DONTKNOW) OR (J067_ = REFUSAL)) AND J068_ = EMPTY))
AND ((J067_ = RESPONSE) AND (J067_ <> 0))
TJ071 AMOUNT EARNING WHEN LEFT - PER
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J071_
INTERVIEWER: PROBE IF NECESSARY: Was that per hour, week, month, or year?
AMOUNT: [AMOUNT EARNING WHEN LEFT]
PER:
..................................................................................
8 1. HOUR
2 2. WEEK
3. EVERY TWO WEEKS/BI-WEEKLY
4 4. MONTH
5. TWICE A MONTH
9 6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1204 Blank. INAP (Inapplicable)
TJ068 AMOUNT EARNING WHEN LEFT - MIN
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J068_
J068_-J070_ Unfolding Sequence
Question text: Did it amount to a total of less than $______per month, more
than $______per month, or what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 200, 800, 1500, 3000
ENTRY POINT: 800
..................................................................................
20 0. Value of Breakpoint
4 201. Value of Breakpoint
3 800. Value of Breakpoint
7 801. Value of Breakpoint
2 1501. Value of Breakpoint
2 3000. Value of Breakpoint
1189 Blank. INAP (Inapplicable)
TJ069 AMOUNT EARNING WHEN LEFT - MAX
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J069_
..................................................................................
4 199. Value of Breakpoint
4 799. Value of Breakpoint
3 800. Value of Breakpoint
5 1499. Value of Breakpoint
2 2999. Value of Breakpoint
2 3000. Value of Breakpoint
18 99999996. Greater than Maximum Breakpoint
1189 Blank. INAP (Inapplicable)
TJ070 AMOUNT EARNING WHEN LEFT - RESULT
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J070_
..................................................................................
1 97. Data Not Available
16 98. DK (Don't Know); NA (Not Ascertained)
3 99. RF (Refused)
1207 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6))
AND ((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172
<> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1)) AND
(PWELSENOWSELF.J687YJ063TOW158_2BP <> 1))
AND ((J083_ <> YES) AND J083_ <> NONRESPONSE)
AND (NOT (piRVARSZ133_JobPension_V = YES))
AND (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6))
AND ((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172
<> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1)) AND
(PWELSENOWSELF.J687YJ063TOW158_2BP <> 1))
AND ((J083_ <> YES) AND J083_ <> NONRESPONSE)
AND (piRVARSZ133_JobPension_V = YES)
TJ084 INCLUDED IN CURRENT PENSION PLAN
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J084_
IF NOT SELF-EMPLOYED AT R’s LAST IW:
Was R’s FIRST NAME included in a pension or retirement plan, or in any tax
deferred savings plan, through your work when [he/she] worked for [R's LAST
IW EMPLOYER NAME (per Z091)/that employer]?
OTHERWISE:
Aside from IRAs not sponsored by your business or KEOGH plans, was R’s FIRST
NAME included in a pension or retirement plan, or in any tax deferred savings
plan, through [his/her] work?
..................................................................................
25 1. YES
60 5. NO
4 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1138 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6))
AND ((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172
<> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1)) AND
(PWELSENOWSELF.J687YJ063TOW158_2BP <> 1))
AND ((J083_ <> YES) AND J083_ <> NONRESPONSE)
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
TJ085 # PENSION PLANS
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J085_
IF R REPORTED AT LAST IW THAT R WAS INCLUDED IN PENSION PLAN ON THIS JOB
(Z133=1):
According to our records, R’s FIRST NAME reported that [he/she] was included
in one or more pension plans on this job.
In how many different pension plans was [he/she] included on this job?
[IWER: ENTER "95" IF R DENIES BEING INCLUDED IN ANY PENSION PLAN]
OTHERWISE:
In how many different pension plans was [he/she] included on this job?
..................................................................................
2 0. NONE
14 1. ONE
3 2. TWO
3. THREE
4. FOUR
5. FIVE
6. SIX
7. SEVEN
8. EIGHT
1 95. DENIES BEING INCLUDED IN PENSION PLAN
4 98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
1202 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6))
AND ((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172
<> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1)) AND
(PWELSENOWSELF.J687YJ063TOW158_2BP <> 1))
AND ((J083_ <> YES) AND J083_ <> NONRESPONSE)
AND (((J084_ <> NO) AND (J084_ <> DONTKNOW)) AND (J084_ <> REFUSAL))
AND (J085_ = DONTKNOW)
TJ086 ONE PENSION PLAN OR MORE THAN ONE
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.J086_
Was this just one plan or more than one?
..................................................................................
1. ONE PLAN
3. MORE THAN ONE
4 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1223 Blank. INAP (Inapplicable)
Assign:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)
OR ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)
OR (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6))
AND (((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073
<> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172
<> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1)
OR ((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073
<> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172
<> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1))
AND (PWELSENOWELSE.J686YJ063BP <> 2
OR PWELSENOWELSE.J686YJ063BP <> 2)
AND ((((J063_MoStopWrkPrevEmp = DENYWORKSELF) OR (J063_MoStopWrkPrevEmp =
STILLWORKSELF2NDJOB)) OR (J063_MoStopWrkPrevEmp = STILLWORKSELF)) OR
(J063_MoStopWrkPrevEmp = DENYWORKELSEORFORNAME)
OR NOT ((((J063_MoStopWrkPrevEmp = DENYWORKSELF) OR (J063_MoStopWrkPrevEmp =
STILLWORKSELF2NDJOB)) OR (J063_MoStopWrkPrevEmp = STILLWORKSELF)) OR
(J063_MoStopWrkPrevEmp = DENYWORKELSEORFORNAME)))
TJ687 BRANCHPOINT FOR J687Y
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J687YJ063TOW158_2BP
..................................................................................
62 0. ALL OTHERS
6 1. R DENIES SELF EMPLOYMENT OR STILL WORKED FOR SELF AT DEATH
1159 Blank. INAP (Inapplicable)
Assign:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST)
OR ((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6)
OR (WORKSTATUS.J677YJ023BP <> 1) AND (WORKSTATUS.J677YJ023BP <> 6))
AND (((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073
<> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172
<> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1)
OR ((((((((PWSELFNOWELSE.J678YJ023TOW158_2BP <> 1) AND
(PWSELFNOWELSE.J679YJ028TOW158_2BP <> 1)) AND
(PWSELFNOWELSE.J680YJ031BP_TOW158_2BP <> 1)) AND (PWSELFNOWELSE.J681YJ038TOJ073
<> 1)) AND (PWSELFNOWELSE.J682YJ045BP_TOJ073 <> 1)) AND
(PWELSENOWELSE.J683YJ045TOW158_2BP <> 1)) AND
(PWELSENOWELSE.J684YJ058BP_TOJ167BP <> 1)) AND (PWELSENOWELSE.J685YJ058TOJ172
<> 1)) AND (PWELSENOWELSE.J686YJ063BP <> 1))
AND (J687YJ063TOW158_2BP <> 1
OR J687YJ063TOW158_2BP <> 1)
AND (((piJ058_SameJobTitle = RETIREDANDWORKINGFORSAME) OR (ACTIVELANGUAGE =
EXTENG)) OR (ACTIVELANGUAGE = EXTSPN)
OR NOT (((piJ058_SameJobTitle = RETIREDANDWORKINGFORSAME) OR (ACTIVELANGUAGE
= EXTENG)) OR (ACTIVELANGUAGE = EXTSPN)))
TJ688 BRANCHPOINT FOR J688Y
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELF.J688YJ073BP_TOJ080
..................................................................................
0. ALL OTHERS
62 1. EXIT INTERVIEW
1165 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
TJW001a TYPE OF PENSION PLAN -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].W001A
IF THIS IS THE FIRST PLAN and R HAS MORE THAN ONE PLAN (G30a/J085 =2 or
(G30b)/J086=3)}:
Now I have some questions about the most important of these plans.
I would like to know what type of plan this was.
IF THIS IS THE SECOND, THIRD OR FOURTH PLAN FOR (G30a/J085 =2) or THE SECOND
PLAN FOR ((G30b)/J086=3):
Now I have some questions about the next most important of these plans. I
would like to know what type of plan this was.
IF R HAS ONLY ONE PLAN ({G30a/J085 or (G30b)/J086}=1):
I would like to know what type of plan this was.
ALL EXIT Rs:
In some retirement plans, call them Type A, benefits are usually based on a
formula involving age, years of service and salary. In other plans, call them
Type B, money is accumulated in an account for [him/her].
NOTE: IF R HAS ALREADY BEEN THROUGH THE LOOP ONCE, THE EXPLANATION, ABOVE,
APPEARS IN PARENTHESES AND IS READ AT THE IWER’s DISCRETION.
Was [his/her] plan Type A or Type B?
DEF: 401-K, 403-B, ESOP, SRA, THRIFT/SAVINGS, STOCK/PROFIT SHARING, MONEY
PURCHASE PLANS, AND CASH BALANCE PLANS ARE ALL TYPE B RETIREMENT PLANS.
TYPE A PLANS ARE OFTEN CALLED "DEFINED BENEFIT" PLANS.
TYPE B PLANS ARE OFTEN CALLED ‘DEFINED CONTRIBUTION’.
..................................................................................
7 1. TYPE A
5 2. TYPE B
1 3. BOTH TYPES
4 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1210 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN))
TJW043a HWP BENEFICIARY OF PENSION-B -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].W043A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
Did [you/[/her/his][ you/husband/wife/partner]] or will [you/[/her/his][
you/husband/wife/partner]] receive any benefits from this plan?
..................................................................................
8 1. YES
3 5. NO
2 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1214 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
TJW002a AMOUNT IN PENSION WHEN LEFT-B -1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W002A
IF R HAS BOTH TYPES OF PLAN (G31/JW001_1=3):
For the part of [his/her] pension where money was accumulated in an account,
how much money was in [his/her] account when [he/she] died?
OTHERWISE:
How much money was in [his/her] account when [he/she] died?
..................................................................................
2 99999998. DK (Don't Know); NA (Not Ascertained)
1 99999999. RF (Refused)
1224 Blank. INAP (Inapplicable)
TJW003a AMOUNT IN PENSION WHEN LEFT-B - MIN -1
Section: J Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W003A
W003A-W005A Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 5000, 20000, 50000, 150000
ENTRY POINT: 20000
..................................................................................
2 0. Value of Breakpoint
1 150001. Value of Breakpoint
1224 Blank. INAP (Inapplicable)
TJW004a AMOUNT IN PENSION WHEN LEFT-B - MAX -1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W004A
..................................................................................
3 99999996. Greater than Maximum Breakpoint
1224 Blank. INAP (Inapplicable)
TJW005a AMOUNT IN PENSION WHEN LEFT-B-RESULT-1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W005A
..................................................................................
1 98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
1225 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND (NOT ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)))
TJW044a1 DISPOSITION TO HWP OF PENSION-B -1-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W044B[1]
We are interested in what [you/R’s FIRST NAME’s [husband/wife/partner]] did
with the money. When [he/she] died, did [you/R’s FIRST NAME’s
[husband/wife/partner]] withdraw the money, roll it over into an IRA, leave
the account unchanged in the old plan, convert it to an annuity, or what?
[IWER: DO NOT PROBE, BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-
UP QUESTIONS]
..................................................................................
1. WITHDREW THE MONEY
1 2. ROLLED OVER INTO IRA
1 3. LEFT ACCOUNT UNCHANGED
1 4. CONVERTED TO ANNUITY
5. CONTINUED COLLECTING ALL/PART OF R’S BENEFITS
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1224 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND (NOT ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)))
TJW044a2 DISPOSITION TO HWP OF PENSION-B -1-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W044B[2]
We are interested in what [you/R’s FIRST NAME’s [husband/wife/partner]] did
with the money. When [he/she] died, did [you/R’s FIRST NAME’s
[husband/wife/partner]] withdraw the money, roll it over into an IRA, leave
the account unchanged in the old plan, convert it to an annuity, or what?
[IWER: DO NOT PROBE, BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-
UP QUESTIONS]
..................................................................................
1. WITHDREW THE MONEY
2. ROLLED OVER INTO IRA
3. LEFT ACCOUNT UNCHANGED
4. CONVERTED TO ANNUITY
5. CONTINUED COLLECTING ALL/PART OF R’S BENEFITS
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE IN W044B))
AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
(W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE =
EXTSPN)) AND (W044B.CARDINAL <> 1)))
TJW008a AMOUNT LEFT IN OLD ACCOUNT-B--1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W008A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How much money did [ you/he/she] leave in that account?
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE IN W044B))
TJW009a AMOUNT IN PENSION NOW-B -1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W009A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How much is in that account now?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
1 99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1226 Blank. INAP (Inapplicable)
TJW010a AMOUNT IN PENSION NOW-B - MIN -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W010A
W010A-W012A Unfolding Sequence
Question text: Does it amount to less than $______, more than $______, or
what?
PROCEDURE: UnFM_3Up
BREAKPOINTS: 10000, 20000, 50000, 150000
ENTRY POINT: 10000
..................................................................................
1 0. Value of Breakpoint
1226 Blank. INAP (Inapplicable)
TJW011a AMOUNT IN PENSION NOW-B - MAX -1
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W011A
..................................................................................
1 9999. Value of Breakpoint
1226 Blank. INAP (Inapplicable)
TJW012a AMOUNT IN PENSION NOW-B - RESULT -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W012A
..................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B))
AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
(W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE =
EXTSPN)) AND (W044B.CARDINAL <> 1)))
TJW013a AMOUNT CONVERTED TO ANNUITY-B-1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W013A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How much did[ you/he/she] convert to an annuity?
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B))
TJW014a AGE WHEN ANNUITY STARTED-B -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W014A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How old [ were / was ] [you/[FIRST NAME OF INDIVIDUAL]'s[
you/husband/wife/partner]] when[ you/he/she] started receiving the benefits
from that annuity?
INTERVIEWER: IF R INDICATES BENEFITS HAVE NOT YET STARTED, ASK AT WHAT AGE
THEY WILL BEGIN, AND NOTE THIS IN COMMENT BOX
..................................................................................
1 57. Actual Age
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1226 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B))
TJW015a AMOUNT OF ANNUITY-B -1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W015A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How much are the benefits from that annuity per month or year?
INTERVIEWER: IF BENEFITS HAVE NOT YET STARTED, RECORD WHAT BENEFITS WILL BE
AMOUNT:
PER:
..................................................................................
1 99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1226 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B))
AND (((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL))
TJW016a AMOUNT OF ANNUITY PER-B -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W016A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
INTERVIEWER: 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)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B))
TJW049a ANNUITY BENEFITS DURATION-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W049A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
Will this payment continue as long as [you/R’s FIRST NAME’s
[husband/wife/partner]] [live/lives], is it for a fixed period of time, or
what?
..................................................................................
1 2. AS LONG AS SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1226 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B))
AND (NOT (W049A = OTHERSPECIFY))
AND (W049A = FORAFIXEDTIME)
TJW051a ANNUITY BENEFITS-UNTIL YR-1
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W051A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B))
AND (NOT (W049A = OTHERSPECIFY))
AND (W049A = FORAFIXEDTIME)
AND (W051A = EMPTY)
TJW052a ANNUITY BENEFITS-UNTIL AGE-1
Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W052A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B))
AND (NOT (W049A = OTHERSPECIFY))
AND (W049A = FORAFIXEDTIME)
AND (W051A = EMPTY)
AND (W051A = EMPTY AND W052A = EMPTY)
TJW053a ANNUITY BENEFITS-YEARS-1
Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W053A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND (((ROLLEDOVERINTOIRA IN W006B) OR (ROLLEDOVERINTOIRA IN W044B)) AND
((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
(W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE =
EXTSPN)) AND (W044B.CARDINAL <> 1))))
TJW018a AMOUNT OF PENSION ROLLOVER-B--1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W018A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How much did the rollover amount to?
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((WITHDREWTHEMONEY IN W006B) OR (WITHDREWTHEMONEY IN W044B))
AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
(W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE =
EXTSPN)) AND (W044B.CARDINAL <> 1)))
TJW056a HOW MUCH MONEY WITHDRAWN-1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W056A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How much money did [you/[her/his] [ you/husband/wife/partner]] withdraw?
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((WITHDREWTHEMONEY IN W006B) OR (WITHDREWTHEMONEY IN W044B))
TJW057a WHAT DONE WITH MONEY WITHDRAWN-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEB.W057A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
What did [ you/he/she] do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
TJW021a1 DISPOSITION OF PENSION-A -1-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W021B[1]
IF R’s PLAN IS BOTH TYPE A AND TYPE B or R DIDN’T KNOW (G31/J088/JW001_1={3 or
8}):
Now, about the part of [his/her] pension where benefits are based on a
formula.
ASK ALL EXIT Rs:
[Do you/Does R’s FIRST NAME’s [husband/wife/partner]] expect to receive
benefits from this plan in the future, [are you/is [he/she]] receiving
benefits now, did [you/he/she] get a cash settlement when [he/she] died, did
[you/he/she] lose [your/his/her] benefits, did [you/he/she] roll over into an
IRA, or what?
[IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-
UP QUESTIONS]
..................................................................................
1 1. EXPECTS FUTURE BENEFITS
3 2. RECEIVING BENEFITS NOW
2 3. RECEIVED CASH SETTLEMENT
4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1221 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
TJW021a2 DISPOSITION OF PENSION-A -1-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W021B[2]
IF R’s PLAN IS BOTH TYPE A AND TYPE B or R DIDN’T KNOW (G31/J088/JW001_1={3 or
8}):
Now, about the part of [his/her] pension where benefits are based on a
formula.
ASK ALL EXIT Rs:
[Do you/Does R’s FIRST NAME’s [husband/wife/partner]] expect to receive
benefits from this plan in the future, [are you/is [he/she]] receiving
benefits now, did [you/he/she] get a cash settlement when [he/she] died, did
[you/he/she] lose [your/his/her] benefits, did [you/he/she] roll over into an
IRA, or what?
[IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-
UP QUESTIONS]
..................................................................................
1. EXPECTS FUTURE BENEFITS
2. RECEIVING BENEFITS NOW
1 3. RECEIVED CASH SETTLEMENT
4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1226 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
TJW021a3 DISPOSITION OF PENSION-A -1-3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W021B[3]
IF R’s PLAN IS BOTH TYPE A AND TYPE B or R DIDN’T KNOW (G31/J088/JW001_1={3 or
8}):
Now, about the part of [his/her] pension where benefits are based on a
formula.
ASK ALL EXIT Rs:
[Do you/Does R’s FIRST NAME’s [husband/wife/partner]] expect to receive
benefits from this plan in the future, [are you/is [he/she]] receiving
benefits now, did [you/he/she] get a cash settlement when [he/she] died, did
[you/he/she] lose [your/his/her] benefits, did [you/he/she] roll over into an
IRA, or what?
[IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-
UP QUESTIONS]
..................................................................................
1. EXPECTS FUTURE BENEFITS
2. RECEIVING BENEFITS NOW
3. RECEIVED CASH SETTLEMENT
4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVINGBENEFITSNOW IN W021B)
TJW023a MONTH START RECEIVING BENEFITS-A -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W023A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
In what month and year did [you/[FIRST NAME OF INDIVIDUAL]'s [
you/husband/wife/partner]] start to receive these benefits?
MONTH:
YEAR:
..................................................................................
1. JAN
2. FEB
2 3. MAR
4. APR
1 5. MAY
6. JUN
7. JUL
8. AUG
9. SEP
10. OCT
11. NOV
12. DEC
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1224 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVINGBENEFITSNOW IN W021B)
TJW024a YEAR START RECEIVING BENEFITS-A -1
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W024A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
(In what month and year did [ you/he/she] start to receive these benefits?)
MONTH: [MONTH START RECEIVING BENEFITS-A]
YEAR:
..................................................................................
3 2003-2004. Actual Value
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1224 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVINGBENEFITSNOW IN W021B)
TJW025a AMOUNT OF BENEFITS -1
Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W025A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How much are the benefits per month or year?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
PER:
..................................................................................
1 600. Actual Value
2 998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
1224 Blank. INAP (Innapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVINGBENEFITSNOW IN W021B)
AND (((W025A <> 0) AND (W025A <> DONTKNOW)) AND (W025A <> REFUSAL))
TJW026a AMOUNT OF BENEFITS PER -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W026A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
(How much are the benefits per month or year?)
INTERVIEWER: PROBE IF NECESSARY: Is that per month or year?
AMOUNT: [AMOUNT OF BENEFITS]
PER:
..................................................................................
1 4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1226 Blank. INAP (Inapplicable)
TJ116a AMOUNT OF PENSION BENEFITS - MIN -1
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.J116_
J116_-J118_ Unfolding Sequence
Question text: Did they amount to less than $______per month, more than
$______per month, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 200, 400, 1200, 1600
ENTRY POINT: 400
..................................................................................
1 401. Value of Breakpoint
1 1601. Value of Breakpoint
1225 Blank. INAP (Inapplicable)
TJ117a AMOUNT OF PENSION BENEFITS - MAX -1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.J117_
..................................................................................
1 1199. Value of Breakpoint
1 99999996. Greater than Maximum Breakpoint
1225 Blank. INAP (Inapplicable)
TJ118a AMOUNT OF PENSION BENEFITS - RESULT -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.J118_
..................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVINGBENEFITSNOW IN W021B)
TJW028a ADJUSTED FOR COST OF LIVING -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W028A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
Are the benefits adjusted for changes in the cost of living?
..................................................................................
1 1. YES
1 5. NO
1 8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1224 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVINGBENEFITSNOW IN W021B)
AND (NOT ((W028A <> YES) AND (piWhichSection <> 1)))
AND (W028A = YES)
TJW059a BENEFITS ADJUSTED AUTOMATICALLY -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W059A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
Are the benefits adjusted automatically?
..................................................................................
1 1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1226 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVEDCASHSETTLEMENT IN W021B)
TJW030a AMOUNT OF CASH SETTLEMENT -1
Section: J Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W030A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How much did the cash settlement amount to?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
2 15000-130000. Actual Value
1 999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
1224 Blank. INAP (Inapplicable)
TJ123a AMOUNT OF CASH SETTLEMENT - MIN -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.J123_
J123_-J125_ Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 2000, 6000, 60000, 250000
ENTRY POINT: 6000
..................................................................................
1 0. Value of Breakpoint
1226 Blank. INAP (Inapplicable)
TJ124a AMOUNT OF CASH SETTLEMENT - MAX -1
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.J124_
..................................................................................
1 1999. Value of Breakpoint
1226 Blank. INAP (Inapplicable)
TJ125a AMOUNT OF CASH SETTLEMENT - RESULT -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.J125_
..................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVEDCASHSETTLEMENT IN W021B)
TJW031a1 WHAT R DID W/ CASH -1-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W031B[1]
What did [you/he/she] do with the money?
..................................................................................
1. BOUGHT DURABLES
1 2. SPENT IT
3. SAVED/INVESTED
1 4. PAID OFF DEBT
1 5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1224 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVEDCASHSETTLEMENT IN W021B)
TJW031a2 WHAT R DID W/ CASH -1-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W031B[2]
What did [you/he/she] do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (ROLLEDOVERINTOIRA IN W021B)
TJW033a AMOUNT OF ROLLOVER -1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W033A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
IRA ROLLOVER
How much did the rollover amount to?
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG)
OR (ACTIVELANGUAGE = EXTSPN)))
TJW035a AGE EXPECT TO REC BENEFITS -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W035A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
At what age [do / does ] [you/[FIRST NAME OF INDIVIDUAL]'s [
you/husband/wife/partner]] expect to start receiving (the rest of [her/his])
benefits from this plan?
40-94 AGE
96 ALREADY RECEIVING ALL BENEFITS
..................................................................................
1 63. Actual Value
96. ALREADY RECEIVING ALL BENEFITS
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1226 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG)
OR (ACTIVELANGUAGE = EXTSPN)))
AND (W035A <> NONRESPONSE)
AND (W035A <> 96)
TJW036a FORM OF EXPECTED BENEFITS -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W036A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
About how much [do / does ] [ you/he/she] expect these benefits to be, either
as an amount per month or year or a lump sum amount?
..................................................................................
1 2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1226 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG)
OR (ACTIVELANGUAGE = EXTSPN)))
AND (W035A <> NONRESPONSE)
AND (W035A <> 96)
AND (NOT (W036A = PERCENTOFPAY))
AND (W036A = AMOUNTPERMONTHYEAR)
TJW038a AMOUNT OF EXPECTED BENEFITS -1
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W038A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
INTERVIEWER: PROBE IF NECESSARY: How much [do / does ] [ you/he/she] expect to
receive?
DO NOT PROBE DK/RF
AMOUNT:
PER:
..................................................................................
1 1100. Actual Value
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1226 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG)
OR (ACTIVELANGUAGE = EXTSPN)))
AND (W035A <> NONRESPONSE)
AND (W035A <> 96)
AND (NOT (W036A = PERCENTOFPAY))
AND (W036A = AMOUNTPERMONTHYEAR)
AND (((W038A <> 0) AND (W038A <> DONTKNOW)) AND (W038A <> REFUSAL))
TJW039a EXPECTED BENEFITS PER -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W039A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
INTERVIEWER: 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)
1226 Blank. INAP (Inapplicable)
TJ133a AMOUNT OF EXPECTED BENEFITS - MIN -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.J133_
J133_-J135_ Unfolding Sequence
Question text: Do you expect a total of less than $______per year, more than
$______per year, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 500, 1000, 2000, 3000
ENTRY POINT: 1000
..................................................................................
1227 Blank. INAP (Inapplicable)
TJ134a AMOUNT OF EXPECTED BENEFITS - MAX -1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.J134_
..................................................................................
1227 Blank. INAP (Inapplicable)
TJ135a AMOUNT OF EXPECTED BENEFITS - RESULT -1
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.J135_
..................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG)
OR (ACTIVELANGUAGE = EXTSPN)))
AND (W035A <> NONRESPONSE)
AND (W035A <> 96)
AND (NOT (W036A = PERCENTOFPAY))
AND (NOT (W036A = AMOUNTPERMONTHYEAR))
AND (W036A = LUMPSUM)
TJW041a EXPECTED BENEFITS-LUMP SUM -1
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[1].TYPEA.W041A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
INTERVIEWER: ENTER LUMP SUM AMOUNT
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
TJW001b TYPE OF PENSION PLAN -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].W001A
IF THIS IS THE FIRST PLAN and R HAS MORE THAN ONE PLAN (G30a/J085 =2 or
(G30b)/J086=3)}:
Now I have some questions about the most important of these plans.
I would like to know what type of plan this was.
IF THIS IS THE SECOND, THIRD OR FOURTH PLAN FOR (G30a/J085 =2) or THE SECOND
PLAN FOR ((G30b)/J086=3):
Now I have some questions about the next most important of these plans. I
would like to know what type of plan this was.
IF R HAS ONLY ONE PLAN ({G30a/J085 or (G30b)/J086}=1):
I would like to know what type of plan this was.
ALL EXIT Rs:
In some retirement plans, call them Type A, benefits are usually based on a
formula involving age, years of service and salary. In other plans, call them
Type B, money is accumulated in an account for [him/her].
NOTE: IF R HAS ALREADY BEEN THROUGH THE LOOP ONCE, THE EXPLANATION, ABOVE,
APPEARS IN PARENTHESES AND IS READ AT THE IWER’s DISCRETION.
Was [his/her] plan Type A or Type B?
DEF: 401-K, 403-B, ESOP, SRA, THRIFT/SAVINGS, STOCK/PROFIT SHARING, MONEY
PURCHASE PLANS, AND CASH BALANCE PLANS ARE ALL TYPE B RETIREMENT PLANS.
TYPE A PLANS ARE OFTEN CALLED "DEFINED BENEFIT" PLANS.
TYPE B PLANS ARE OFTEN CALLED ‘DEFINED CONTRIBUTION’.
..................................................................................
1 1. TYPE A
2 2. TYPE B
3. BOTH TYPES
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1224 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN))
TJW043b HWP BENEFICIARY OF PENSION-B -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].W043A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
Did [you/[/her/his][ you/husband/wife/partner]] or will [you/[/her/his][
you/husband/wife/partner]] receive any benefits from this plan?
..................................................................................
1 1. YES
2 5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1224 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
TJW002b AMOUNT IN PENSION WHEN LEFT-B -2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W002A
IF R HAS BOTH TYPES OF PLAN (G31/JW001_1=3):
For the part of [his/her] pension where money was accumulated in an account,
how much money was in [his/her] account when [he/she] died?
OTHERWISE:
How much money was in [his/her] account when [he/she] died?
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
1 99999999. RF (Refused)
1226 Blank. INAP (Inapplicable)
TJW003b AMOUNT IN PENSION WHEN LEFT-B - MIN -2
Section: J Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W003A
W003A-W005A Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 5000, 20000, 50000, 150000
ENTRY POINT: 20000
..................................................................................
1 0. Value of Breakpoint
1226 Blank. INAP (Inapplicable)
TJW004b AMOUNT IN PENSION WHEN LEFT-B - MAX -2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W004A
..................................................................................
1 99999996. Greater than Maximum Breakpoint
1226 Blank. INAP (Inapplicable)
TJW005b AMOUNT IN PENSION WHEN LEFT-B-RESULT -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W005A
..................................................................................
98. DK (Don't Know); NA (Not Ascertained)
1 99. RF (Refused)
1226 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND (NOT ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)))
TJW044b1 DISPOSITION TO HWP OF PENSION-B -2-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W044B[1]
We are interested in what [you/R’s FIRST NAME’s [husband/wife/partner]] did
with the money. When [he/she] died, did [you/R’s FIRST NAME’s
[husband/wife/partner]] withdraw the money, roll it over into an IRA, leave
the account unchanged in the old plan, convert it to an annuity, or what?
[IWER: DO NOT PROBE, BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-
UP QUESTIONS]
..................................................................................
1. WITHDREW THE MONEY
1 2. ROLLED OVER INTO IRA
3. LEFT ACCOUNT UNCHANGED
4. CONVERTED TO ANNUITY
5. CONTINUED COLLECTING ALL/PART OF R’S BENEFITS
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1226 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND (NOT ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)))
TJW044b2 DISPOSITION TO HWP OF PENSION-B -2-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W044B[2]
We are interested in what [you/R’s FIRST NAME’s [husband/wife/partner]] did
with the money. When [he/she] died, did [you/R’s FIRST NAME’s
[husband/wife/partner]] withdraw the money, roll it over into an IRA, leave
the account unchanged in the old plan, convert it to an annuity, or what?
[IWER: DO NOT PROBE, BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-
UP QUESTIONS]
..................................................................................
1. WITHDREW THE MONEY
2. ROLLED OVER INTO IRA
3. LEFT ACCOUNT UNCHANGED
4. CONVERTED TO ANNUITY
5. CONTINUED COLLECTING ALL/PART OF R’S BENEFITS
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE IN W044B))
AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
(W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE =
EXTSPN)) AND (W044B.CARDINAL <> 1)))
TJW008b AMOUNT LEFT IN OLD ACCOUNT-B--2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W008A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How much money did [ you/he/she] leave in that account?
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE IN W044B))
TJW009b AMOUNT IN PENSION NOW-B -2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W009A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How much is in that account now?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1227 Blank. INAP (Inapplicable)
TJW010b AMOUNT IN PENSION NOW-B - MIN -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W010A
W010A-W012A Unfolding Sequence
Question text: Does it amount to less than $______, more than $______, or
what?
PROCEDURE: UnFM_3Up
BREAKPOINTS: 10000, 20000, 50000, 150000
ENTRY POINT: 10000
..................................................................................
1227 Blank. INAP (Inapplicable)
TJW011b AMOUNT IN PENSION NOW-B - MAX -2
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W011A
..................................................................................
1227 Blank. INAP (Inapplicable)
TJW012b AMOUNT IN PENSION NOW-B - RESULT -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W012A
..................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B))
AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
(W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE =
EXTSPN)) AND (W044B.CARDINAL <> 1)))
TJW013b AMOUNT CONVERTED TO ANNUITY-B-2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W013A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How much did [ you/he/she] convert to an annuity?
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B))
TJW014b AGE WHEN ANNUITY STARTED-B -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W014A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How old [ were / was ] [you/[FIRST NAME OF INDIVIDUAL]'s[
you/husband/wife/partner]] when[ you/he/she] started receiving the benefits
from that annuity?
INTERVIEWER: IF R INDICATES BENEFITS HAVE NOT YET STARTED, ASK AT WHAT AGE
THEY WILL BEGIN, AND NOTE THIS IN COMMENT BOX
..................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B))
TJW015b AMOUNT OF ANNUITY-B -2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W015A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How much are the benefits from that annuity per month or year?
INTERVIEWER: IF BENEFITS HAVE NOT YET STARTED, RECORD WHAT BENEFITS WILL BE
AMOUNT:
PER:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B))
AND (((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL))
TJW016b AMOUNT OF ANNUITY PER-B -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W016A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
INTERVIEWER: 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)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B))
TJW049b ANNUITY BENEFITS DURATION-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W049A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
Will this payment continue as long as [you/R’s FIRST NAME’s
[husband/wife/partner]] [live/lives], is it for a fixed period of time, or
what?
..................................................................................
2. AS LONG AS SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B))
AND (NOT (W049A = OTHERSPECIFY))
AND (W049A = FORAFIXEDTIME)
TJW051b ANNUITY BENEFITS-UNTIL YR-2
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W051A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B))
AND (NOT (W049A = OTHERSPECIFY))
AND (W049A = FORAFIXEDTIME)
AND (W051A = EMPTY)
TJW052b ANNUITY BENEFITS-UNTIL AGE-2
Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W052A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B))
AND (NOT (W049A = OTHERSPECIFY))
AND (W049A = FORAFIXEDTIME)
AND (W051A = EMPTY)
AND (W051A = EMPTY AND W052A = EMPTY)
TJW053b ANNUITY BENEFITS-YEARS-2
Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W053A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND (((ROLLEDOVERINTOIRA IN W006B) OR (ROLLEDOVERINTOIRA IN W044B)) AND
((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
(W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE =
EXTSPN)) AND (W044B.CARDINAL <> 1))))
TJW018b AMOUNT OF PENSION ROLLOVER-B--2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W018A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How much did the rollover amount to?
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((WITHDREWTHEMONEY IN W006B) OR (WITHDREWTHEMONEY IN W044B))
AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
(W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE =
EXTSPN)) AND (W044B.CARDINAL <> 1)))
TJW056b HOW MUCH MONEY WITHDRAWN-2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W056A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How much money did [you/[/her/his][ you/husband/wife/partner]] withdraw?
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((WITHDREWTHEMONEY IN W006B) OR (WITHDREWTHEMONEY IN W044B))
TJW057b WHAT DONE WITH MONEY WITHDRAWN-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEB.W057A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
What did [ you/he/she] do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
TJW021b1 DISPOSITION OF PENSION-A -2-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W021B[1]
IF R’s PLAN IS BOTH TYPE A AND TYPE B or R DIDN’T KNOW (G31/J088/JW001_1={3 or
8}):
Now, about the part of [his/her] pension where benefits are based on a
formula.
ASK ALL EXIT Rs:
[Do you/Does R’s FIRST NAME’s [husband/wife/partner]] expect to receive
benefits from this plan in the future, [are you/is [he/she]] receiving
benefits now, did [you/he/she] get a cash settlement when [he/she] died, did
[you/he/she] lose [your/his/her] benefits, did [you/he/she] roll over into an
IRA, or what?
[IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-
UP QUESTIONS]
..................................................................................
1. EXPECTS FUTURE BENEFITS
2. RECEIVING BENEFITS NOW
3. RECEIVED CASH SETTLEMENT
4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
TJW021b2 DISPOSITION OF PENSION-A -2-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W021B[2]
IF R’s PLAN IS BOTH TYPE A AND TYPE B or R DIDN’T KNOW (G31/J088/JW001_1={3 or
8}):
Now, about the part of [his/her] pension where benefits are based on a
formula.
ASK ALL EXIT Rs:
[Do you/Does R’s FIRST NAME’s [husband/wife/partner]] expect to receive
benefits from this plan in the future, [are you/is [he/she]] receiving
benefits now, did [you/he/she] get a cash settlement when [he/she] died, did
[you/he/she] lose [your/his/her] benefits, did [you/he/she] roll over into an
IRA, or what?
[IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-
UP QUESTIONS]
..................................................................................
1. EXPECTS FUTURE BENEFITS
2. RECEIVING BENEFITS NOW
3. RECEIVED CASH SETTLEMENT
4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
TJW021b3 DISPOSITION OF PENSION-A -2-3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W021B[3]
IF R’s PLAN IS BOTH TYPE A AND TYPE B or R DIDN’T KNOW (G31/J088/JW001_1={3 or
8}):
Now, about the part of [his/her] pension where benefits are based on a
formula.
ASK ALL EXIT Rs:
[Do you/Does R’s FIRST NAME’s [husband/wife/partner]] expect to receive
benefits from this plan in the future, [are you/is [he/she]] receiving
benefits now, did [you/he/she] get a cash settlement when [he/she] died, did
[you/he/she] lose [your/his/her] benefits, did [you/he/she] roll over into an
IRA, or what?
[IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-
UP QUESTIONS]
..................................................................................
1. EXPECTS FUTURE BENEFITS
2. RECEIVING BENEFITS NOW
3. RECEIVED CASH SETTLEMENT
4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVINGBENEFITSNOW IN W021B)
TJW023b MONTH START RECEIVING BENEFITS-A -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W023A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
In what month and year did [you/[FIRST NAME OF INDIVIDUAL]'s[
you/husband/wife/partner]] start to receive these benefits?
MONTH:
YEAR:
..................................................................................
1. JAN
2. FEB
3. MAR
4. APR
5. MAY
6. JUN
7. JUL
8. AUG
9. SEP
10. OCT
11. NOV
12. DEC
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVINGBENEFITSNOW IN W021B)
TJW024b YEAR START RECEIVING BENEFITS-A -2
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W024A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
(In what month and year did [ you/he/she] start to receive these benefits?)
MONTH: [MONTH START RECEIVING BENEFITS-A]
YEAR:
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVINGBENEFITSNOW IN W021B)
TJW025b AMOUNT OF BENEFITS -2
Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W025A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How much are the benefits per month or year?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
PER:
..................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVINGBENEFITSNOW IN W021B)
AND (((W025A <> 0) AND (W025A <> DONTKNOW)) AND (W025A <> REFUSAL))
TJW026b AMOUNT OF BENEFITS PER -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W026A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
(How much are the benefits per month or year?)
INTERVIEWER: PROBE IF NECESSARY: Is that per month or year?
AMOUNT: [AMOUNT OF BENEFITS]
PER:
..................................................................................
4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
TJ116b AMOUNT OF PENSION BENEFITS - MIN -2
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.J116_
J116_-J118_ Unfolding Sequence
Question text: Did they amount to less than $______per month, more than
$______per month, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 200, 400, 1200, 1600
ENTRY POINT: 400
..................................................................................
1227 Blank. INAP (Inapplicable)
TJ117b AMOUNT OF PENSION BENEFITS - MAX -2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.J117_
..................................................................................
1227 Blank. INAP (Inapplicable)
TJ118b AMOUNT OF PENSION BENEFITS - RESULT -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.J118_
..................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVINGBENEFITSNOW IN W021B)
TJW028b ADJUSTED FOR COST OF LIVING -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W028A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
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)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVINGBENEFITSNOW IN W021B)
AND (NOT ((W028A <> YES) AND (piWhichSection <> 1)))
AND (W028A = YES)
TJW059b BENEFITS ADJUSTED AUTOMATICALLY -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W059A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
Are the benefits adjusted automatically?
..................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVEDCASHSETTLEMENT IN W021B)
TJW030b AMOUNT OF CASH SETTLEMENT -2
Section: J Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W030A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How much did the cash settlement amount to?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
1227 Blank. INAP (Inapplicable)
TJ123b AMOUNT OF CASH SETTLEMENT - MIN -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.J123_
J123_-J125_ Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 2000, 6000, 60000, 250000
ENTRY POINT: 6000
..................................................................................
1227 Blank. INAP (Inapplicable)
TJ124b AMOUNT OF CASH SETTLEMENT - MAX -2
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.J124_
..................................................................................
1227 Blank. INAP (Inapplicable)
TJ125b AMOUNT OF CASH SETTLEMENT - RESULT -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.J125_
..................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVEDCASHSETTLEMENT IN W021B)
TJW031b1 WHAT R DID W/ CASH -2-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W031B[1]
What did [you/he/she] do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVEDCASHSETTLEMENT IN W021B)
TJW031b2 WHAT R DID W/ CASH -2-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W031B[2]
What did [you/he/she] do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (ROLLEDOVERINTOIRA IN W021B)
TJW033b AMOUNT OF ROLLOVER -2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W033A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
IRA ROLLOVER
How much did the rollover amount to?
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG)
OR (ACTIVELANGUAGE = EXTSPN)))
TJW035b AGE EXPECT TO REC BENEFITS -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W035A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
At what age [do / does ] [you/[FIRST NAME OF INDIVIDUAL]'s [
you/husband/wife/partner]] expect to start receiving (the rest of [her/his])
benefits from this plan?
40-94 AGE
96 ALREADY RECEIVING ALL BENEFITS
..................................................................................
96. ALREADY RECEIVING ALL BENEFITS
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG)
OR (ACTIVELANGUAGE = EXTSPN)))
AND (W035A <> NONRESPONSE)
AND (W035A <> 96)
TJW036b FORM OF EXPECTED BENEFITS -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W036A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
About how much [do / does ][ you/he/she] expect these benefits to be, either
as an amount per month or year or a lump sum amount?
..................................................................................
2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG)
OR (ACTIVELANGUAGE = EXTSPN)))
AND (W035A <> NONRESPONSE)
AND (W035A <> 96)
AND (NOT (W036A = PERCENTOFPAY))
AND (W036A = AMOUNTPERMONTHYEAR)
TJW038b AMOUNT OF EXPECTED BENEFITS -2
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W038A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
INTERVIEWER: PROBE IF NECESSARY: How much [do / does ][ you/he/she] expect to
receive?
DO NOT PROBE DK/RF
AMOUNT:
PER:
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG)
OR (ACTIVELANGUAGE = EXTSPN)))
AND (W035A <> NONRESPONSE)
AND (W035A <> 96)
AND (NOT (W036A = PERCENTOFPAY))
AND (W036A = AMOUNTPERMONTHYEAR)
AND (((W038A <> 0) AND (W038A <> DONTKNOW)) AND (W038A <> REFUSAL))
TJW039b EXPECTED BENEFITS PER -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W039A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
INTERVIEWER: 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)
1227 Blank. INAP (Inapplicable)
TJ133b AMOUNT OF EXPECTED BENEFITS - MIN -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.J133_
J133_-J135_ Unfolding Sequence
Question text: Do you expect a total of less than $______per year, more than
$______per year, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 500, 1000, 2000, 3000
ENTRY POINT: 1000
..................................................................................
1227 Blank. INAP (Inapplicable)
TJ134b AMOUNT OF EXPECTED BENEFITS - MAX -2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.J134_
..................................................................................
1227 Blank. INAP (Inapplicable)
TJ135b AMOUNT OF EXPECTED BENEFITS - RESULT -2
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.J135_
..................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG)
OR (ACTIVELANGUAGE = EXTSPN)))
AND (W035A <> NONRESPONSE)
AND (W035A <> 96)
AND (NOT (W036A = PERCENTOFPAY))
AND (NOT (W036A = AMOUNTPERMONTHYEAR))
AND (W036A = LUMPSUM)
TJW041b EXPECTED BENEFITS-LUMP SUM -2
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[2].TYPEA.W041A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
INTERVIEWER: ENTER LUMP SUM AMOUNT
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
TJW001c TYPE OF PENSION PLAN -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].W001A
IF THIS IS THE FIRST PLAN and R HAS MORE THAN ONE PLAN (G30a/J085 =2 or
(G30b)/J086=3)}:
Now I have some questions about the most important of these plans.
I would like to know what type of plan this was.
IF THIS IS THE SECOND, THIRD OR FOURTH PLAN FOR (G30a/J085 =2) or THE SECOND
PLAN FOR ((G30b)/J086=3):
Now I have some questions about the next most important of these plans. I
would like to know what type of plan this was.
IF R HAS ONLY ONE PLAN ({G30a/J085 or (G30b)/J086}=1):
I would like to know what type of plan this was.
ALL EXIT Rs:
In some retirement plans, call them Type A, benefits are usually based on a
formula involving age, years of service and salary. In other plans, call them
Type B, money is accumulated in an account for [him/her].
NOTE: IF R HAS ALREADY BEEN THROUGH THE LOOP ONCE, THE EXPLANATION, ABOVE,
APPEARS IN PARENTHESES AND IS READ AT THE IWER’s DISCRETION.
Was [his/her] plan Type A or Type B?
DEF: 401-K, 403-B, ESOP, SRA, THRIFT/SAVINGS, STOCK/PROFIT SHARING, MONEY
PURCHASE PLANS, AND CASH BALANCE PLANS ARE ALL TYPE B RETIREMENT PLANS.
TYPE A PLANS ARE OFTEN CALLED "DEFINED BENEFIT" PLANS.
TYPE B PLANS ARE OFTEN CALLED ‘DEFINED CONTRIBUTION’.
..................................................................................
1. TYPE A
2. TYPE B
3. BOTH TYPES
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE = EXTSPN))
TJW043c HWP BENEFICIARY OF PENSION-B -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].W043A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
Did [you/[/her/his][ you/husband/wife/partner]] or will [you/[/her/his][
you/husband/wife/partner]] receive any benefits from this plan?
..................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
TJW002c AMOUNT IN PENSION WHEN LEFT-B -3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W002A
IF R HAS BOTH TYPES OF PLAN (G31/JW001_1=3):
For the part of [his/her] pension where money was accumulated in an account,
how much money was in [his/her] account when [he/she] died?
OTHERWISE:
How much money was in [his/her] account when [he/she] died?
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1227 Blank. INAP (Inapplicable)
TJW003c AMOUNT IN PENSION WHEN LEFT-B - MIN -3
Section: J Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W003A
W003A-W005A Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1Down
BREAKPOINTS: 5000, 20000, 50000, 150000
ENTRY POINT: 20000
..................................................................................
1227 Blank. INAP (Inapplicable)
TJW004c AMOUNT IN PENSION WHEN LEFT-B - MAX -3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W004A
..................................................................................
1227 Blank. INAP (Inapplicable)
TJW005c AMOUNT IN PENSION WHEN LEFT-B-RESULT -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W005A
..................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND (NOT ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)))
TJW044c1 DISPOSITION TO HWP OF PENSION-B -3-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W044B[1]
We are interested in what [you/R’s FIRST NAME’s [husband/wife/partner]] did
with the money. When [he/she] died, did [you/R’s FIRST NAME’s
[husband/wife/partner]] withdraw the money, roll it over into an IRA, leave
the account unchanged in the old plan, convert it to an annuity, or what?
[IWER: DO NOT PROBE, BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-
UP QUESTIONS]
..................................................................................
1. WITHDREW THE MONEY
2. ROLLED OVER INTO IRA
3. LEFT ACCOUNT UNCHANGED
4. CONVERTED TO ANNUITY
5. CONTINUED COLLECTING ALL/PART OF R’S BENEFITS
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND (NOT ((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)))
TJW044c2 DISPOSITION TO HWP OF PENSION-B -3-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W044B[2]
We are interested in what [you/R’s FIRST NAME’s [husband/wife/partner]] did
with the money. When [he/she] died, did [you/R’s FIRST NAME’s
[husband/wife/partner]] withdraw the money, roll it over into an IRA, leave
the account unchanged in the old plan, convert it to an annuity, or what?
[IWER: DO NOT PROBE, BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-
UP QUESTIONS]
..................................................................................
1. WITHDREW THE MONEY
2. ROLLED OVER INTO IRA
3. LEFT ACCOUNT UNCHANGED
4. CONVERTED TO ANNUITY
5. CONTINUED COLLECTING ALL/PART OF R’S BENEFITS
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE IN W044B))
AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
(W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE =
EXTSPN)) AND (W044B.CARDINAL <> 1)))
TJW008c AMOUNT LEFT IN OLD ACCOUNT-B--3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W008A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How much money did [ you/he/she] leave in that account?
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((LEFTTOACCUMULATE IN W006B) OR (LEFTTOACCUMULATE IN W044B))
TJW009c AMOUNT IN PENSION NOW-B -3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W009A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How much is in that account now?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1227 Blank. INAP (Inapplicable)
TJW010c AMOUNT IN PENSION NOW-B - MIN -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W010A
W010A-W012A Unfolding Sequence
Question text: Does it amount to less than $______, more than $______, or
what?
PROCEDURE: UnFM_3Up
BREAKPOINTS: 10000, 20000, 50000, 150000
ENTRY POINT: 10000
..................................................................................
1227 Blank. INAP (Inapplicable)
TJW011c AMOUNT IN PENSION NOW-B - MAX -3
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W011A
..................................................................................
1227 Blank. INAP (Inapplicable)
TJW012c AMOUNT IN PENSION NOW-B - RESULT -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W012A
..................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B))
AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
(W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE =
EXTSPN)) AND (W044B.CARDINAL <> 1)))
TJW013c AMOUNT CONVERTED TO ANNUITY-B-3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W013A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How much did[ you/he/she] convert to an annuity?
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B))
TJW014c AGE WHEN ANNUITY STARTED-B -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W014A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How old [ were / was ] [you/[FIRST NAME OF INDIVIDUAL]'s [
you/husband/wife/partner]] when [ you/he/she] started receiving the benefits
from that annuity?
INTERVIEWER: IF R INDICATES BENEFITS HAVE NOT YET STARTED, ASK AT WHAT AGE
THEY WILL BEGIN, AND NOTE THIS IN COMMENT BOX
..................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B))
TJW015c AMOUNT OF ANNUITY-B -3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W015A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How much are the benefits from that annuity per month or year?
INTERVIEWER: IF BENEFITS HAVE NOT YET STARTED, RECORD WHAT BENEFITS WILL BE
AMOUNT:
PER:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B))
AND (((W015A <> 0) AND (W015A <> DONTKNOW)) AND (W015A <> REFUSAL))
TJW016c AMOUNT OF ANNUITY PER-B -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W016A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
INTERVIEWER: 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)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B))
TJW049c ANNUITY BENEFITS DURATION-3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W049A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
Will this payment continue as long as [you/R’s FIRST NAME’s
[husband/wife/partner]] [live/lives], is it for a fixed period of time, or
what?
..................................................................................
2. AS LONG AS SPOUSE/PARTNER LIVES
3. FOR A FIXED TIME PERIOD
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B))
AND (NOT (W049A = OTHERSPECIFY))
AND (W049A = FORAFIXEDTIME)
TJW051c ANNUITY BENEFITS-UNTIL YR-3
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W051A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B))
AND (NOT (W049A = OTHERSPECIFY))
AND (W049A = FORAFIXEDTIME)
AND (W051A = EMPTY)
TJW052c ANNUITY BENEFITS-UNTIL AGE-3
Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W052A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((CONVERTTOANNUITY IN W006B) OR (CONVERTTOANNUITY IN W044B))
AND (NOT (W049A = OTHERSPECIFY))
AND (W049A = FORAFIXEDTIME)
AND (W051A = EMPTY)
AND (W051A = EMPTY AND W052A = EMPTY)
TJW053c ANNUITY BENEFITS-YEARS-3
Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W053A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
What is that time period?
UNTIL YEAR:
OR
UNTIL AGE:
OR
YEARS:
..................................................................................
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND (((ROLLEDOVERINTOIRA IN W006B) OR (ROLLEDOVERINTOIRA IN W044B)) AND
((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
(W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE =
EXTSPN)) AND (W044B.CARDINAL <> 1))))
TJW018c AMOUNT OF PENSION ROLLOVER-B--3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W018A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How much did the rollover amount to?
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((WITHDREWTHEMONEY IN W006B) OR (WITHDREWTHEMONEY IN W044B))
AND ((((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) AND
(W006B.CARDINAL <> 1)) OR (((ACTIVELANGUAGE = EXTENG) OR (ACTIVELANGUAGE =
EXTSPN)) AND (W044B.CARDINAL <> 1)))
TJW056c HOW MUCH MONEY WITHDRAWN-3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W056A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How much money did [you/[her/his] [ you/husband/wife/partner]] withdraw?
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEB)) OR (W001A = DONTKNOW))
AND ((WITHDREWTHEMONEY IN W006B) OR (WITHDREWTHEMONEY IN W044B))
TJW057c WHAT DONE WITH MONEY WITHDRAWN-3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEB.W057A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
What did[ you/he/she] do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
TJW021c1 DISPOSITION OF PENSION-A -3-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W021B[1]
IF R’s PLAN IS BOTH TYPE A AND TYPE B or R DIDN’T KNOW (G31/J088/JW001_1={3 or
8}):
Now, about the part of [his/her] pension where benefits are based on a
formula.
ASK ALL EXIT Rs:
[Do you/Does R’s FIRST NAME’s [husband/wife/partner]] expect to receive
benefits from this plan in the future, [are you/is [he/she]] receiving
benefits now, did [you/he/she] get a cash settlement when [he/she] died, did
[you/he/she] lose [your/his/her] benefits, did [you/he/she] roll over into an
IRA, or what?
[IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-
UP QUESTIONS]
..................................................................................
1. EXPECTS FUTURE BENEFITS
2. RECEIVING BENEFITS NOW
3. RECEIVED CASH SETTLEMENT
4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
TJW021c2 DISPOSITION OF PENSION-A -3-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W021B[2]
IF R’s PLAN IS BOTH TYPE A AND TYPE B or R DIDN’T KNOW (G31/J088/JW001_1={3 or
8}):
Now, about the part of [his/her] pension where benefits are based on a
formula.
ASK ALL EXIT Rs:
[Do you/Does R’s FIRST NAME’s [husband/wife/partner]] expect to receive
benefits from this plan in the future, [are you/is [he/she]] receiving
benefits now, did [you/he/she] get a cash settlement when [he/she] died, did
[you/he/she] lose [your/his/her] benefits, did [you/he/she] roll over into an
IRA, or what?
[IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-
UP QUESTIONS]
..................................................................................
1. EXPECTS FUTURE BENEFITS
2. RECEIVING BENEFITS NOW
3. RECEIVED CASH SETTLEMENT
4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
TJW021c3 DISPOSITION OF PENSION-A -3-3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W021B[3]
IF R’s PLAN IS BOTH TYPE A AND TYPE B or R DIDN’T KNOW (G31/J088/JW001_1={3 or
8}):
Now, about the part of [his/her] pension where benefits are based on a
formula.
ASK ALL EXIT Rs:
[Do you/Does R’s FIRST NAME’s [husband/wife/partner]] expect to receive
benefits from this plan in the future, [are you/is [he/she]] receiving
benefits now, did [you/he/she] get a cash settlement when [he/she] died, did
[you/he/she] lose [your/his/her] benefits, did [you/he/she] roll over into an
IRA, or what?
[IWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-
UP QUESTIONS]
..................................................................................
1. EXPECTS FUTURE BENEFITS
2. RECEIVING BENEFITS NOW
3. RECEIVED CASH SETTLEMENT
4. ROLLED OVER INTO IRA
6. LOST BENEFITS
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVINGBENEFITSNOW IN W021B)
TJW023c MONTH START RECEIVING BENEFITS-A -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W023A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
In what month and year did [you/[FIRST NAME OF INDIVIDUAL]'s[
you/husband/wife/partner]] start to receive these benefits?
MONTH:
YEAR:
..................................................................................
1. JAN
2. FEB
3. MAR
4. APR
5. MAY
6. JUN
7. JUL
8. AUG
9. SEP
10. OCT
11. NOV
12. DEC
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVINGBENEFITSNOW IN W021B)
TJW024c YEAR START RECEIVING BENEFITS-A -3
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W024A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
(In what month and year did[ you/he/she] start to receive these benefits?)
MONTH: [MONTH START RECEIVING BENEFITS-A]
YEAR:
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVINGBENEFITSNOW IN W021B)
TJW025c AMOUNT OF BENEFITS -3
Section: J Level: Respondent Type: Numeric Width: 3 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W025A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How much are the benefits per month or year?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
PER:
..................................................................................
998. DK (Don't Know); NA (Not Ascertained)
999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVINGBENEFITSNOW IN W021B)
AND (((W025A <> 0) AND (W025A <> DONTKNOW)) AND (W025A <> REFUSAL))
TJW026c AMOUNT OF BENEFITS PER -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W026A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
(How much are the benefits per month or year?)
INTERVIEWER: PROBE IF NECESSARY: Is that per month or year?
AMOUNT: [AMOUNT OF BENEFITS]
PER:
..................................................................................
4. MONTH
6. YEAR
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
TJ116c AMOUNT OF PENSION BENEFITS - MIN -3
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.J116_
J116_-J118_ Unfolding Sequence
Question text: Did they amount to less than $______per month, more than
$______per month, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 200, 400, 1200, 1600
ENTRY POINT: 400
..................................................................................
1227 Blank. INAP (Inapplicable)
TJ117c AMOUNT OF PENSION BENEFITS - MAX -3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.J117_
..................................................................................
1227 Blank. INAP (Inapplicable)
TJ118c AMOUNT OF PENSION BENEFITS - RESULT -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.J118_
..................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVINGBENEFITSNOW IN W021B)
TJW028c ADJUSTED FOR COST OF LIVING -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W028A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
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)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVINGBENEFITSNOW IN W021B)
AND (NOT ((W028A <> YES) AND (piWhichSection <> 1)))
AND (W028A = YES)
TJW059c BENEFITS ADJUSTED AUTOMATICALLY -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W059A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
Are the benefits adjusted automatically?
..................................................................................
1. YES
5. NO
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVEDCASHSETTLEMENT IN W021B)
TJW030c AMOUNT OF CASH SETTLEMENT -3
Section: J Level: Respondent Type: Numeric Width: 6 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W030A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
How much did the cash settlement amount to?
INTERVIEWER: DO NOT PROBE DK/RF
AMOUNT:
..................................................................................
999998. DK (Don't Know); NA (Not Ascertained)
999999. RF (Refused)
1227 Blank. INAP (Inapplicable)
TJ123c AMOUNT OF CASH SETTLEMENT - MIN -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.J123_
J123_-J125_ Unfolding Sequence
Question text: Did it amount to a total of less than $______, more than
$______, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 2000, 6000, 60000, 250000
ENTRY POINT: 6000
..................................................................................
1227 Blank. INAP (Inapplicable)
TJ124c AMOUNT OF CASH SETTLEMENT - MAX -3
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.J124_
..................................................................................
1227 Blank. INAP (Inapplicable)
TJ125c AMOUNT OF CASH SETTLEMENT - RESULT -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.J125_
..................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVEDCASHSETTLEMENT IN W021B)
TJW031c1 WHAT R DID W/ CASH -3-1
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W031B[1]
What did [you/he/she] do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (RECEIVEDCASHSETTLEMENT IN W021B)
TJW031c2 WHAT R DID W/ CASH -3-2
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W031B[2]
What did [you/he/she] do with the money?
..................................................................................
1. BOUGHT DURABLES
2. SPENT IT
3. SAVED/INVESTED
4. PAID OFF DEBT
5. ROLLED INTO IRA
7. OTHER (SPECIFY)
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (ROLLEDOVERINTOIRA IN W021B)
TJW033c AMOUNT OF ROLLOVER -3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W033A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
IRA ROLLOVER
How much did the rollover amount to?
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG)
OR (ACTIVELANGUAGE = EXTSPN)))
TJW035c AGE EXPECT TO REC BENEFITS -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W035A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
At what age [do / does ] [you/[FIRST NAME OF INDIVIDUAL]'s [
you/husband/wife/partner]] expect to start receiving (the rest of [her/his])
benefits from this plan?
40-94 AGE
96 ALREADY RECEIVING ALL BENEFITS
..................................................................................
96. ALREADY RECEIVING ALL BENEFITS
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG)
OR (ACTIVELANGUAGE = EXTSPN)))
AND (W035A <> NONRESPONSE)
AND (W035A <> 96)
TJW036c FORM OF EXPECTED BENEFITS -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W036A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
About how much [do / does ] [ you/he/she] expect these benefits to be, either
as an amount per month or year or a lump sum amount?
..................................................................................
2. AMOUNT PER MONTH/YEAR
3. LUMP SUM
8. DK (Don't Know); NA (Not Ascertained)
9. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG)
OR (ACTIVELANGUAGE = EXTSPN)))
AND (W035A <> NONRESPONSE)
AND (W035A <> 96)
AND (NOT (W036A = PERCENTOFPAY))
AND (W036A = AMOUNTPERMONTHYEAR)
TJW038c AMOUNT OF EXPECTED BENEFITS -3
Section: J Level: Respondent Type: Numeric Width: 4 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W038A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
INTERVIEWER: PROBE IF NECESSARY: How much [do / does ][ you/he/she] expect to
receive?
DO NOT PROBE DK/RF
AMOUNT:
PER:
..................................................................................
9998. DK (Don't Know); NA (Not Ascertained)
9999. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG)
OR (ACTIVELANGUAGE = EXTSPN)))
AND (W035A <> NONRESPONSE)
AND (W035A <> 96)
AND (NOT (W036A = PERCENTOFPAY))
AND (W036A = AMOUNTPERMONTHYEAR)
AND (((W038A <> 0) AND (W038A <> DONTKNOW)) AND (W038A <> REFUSAL))
TJW039c EXPECTED BENEFITS PER -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W039A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
INTERVIEWER: 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)
1227 Blank. INAP (Inapplicable)
TJ133c AMOUNT OF EXPECTED BENEFITS - MIN -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.J133_
J133_-J135_ Unfolding Sequence
Question text: Do you expect a total of less than $______per year, more than
$______per year, or what?
PROCEDURE: UnFM_2Up1down
BREAKPOINTS: 500, 1000, 2000, 3000
ENTRY POINT: 1000
..................................................................................
1227 Blank. INAP (Inapplicable)
TJ134c AMOUNT OF EXPECTED BENEFITS - MAX -3
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.J134_
..................................................................................
1227 Blank. INAP (Inapplicable)
TJ135c AMOUNT OF EXPECTED BENEFITS - RESULT -3
Section: J Level: Respondent Type: Numeric Width: 2 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.J135_
..................................................................................
98. DK (Don't Know); NA (Not Ascertained)
99. RF (Refused)
1227 Blank. INAP (Inapplicable)
Ask:
IF (((RVARS.Z145_TypeExit_V <> NEWPOSTEXIT) AND (RVARS.Z145_TypeExit_V <>
FIRSTREPEATPOST)) AND (RVARS.Z145_TypeExit_V <> SECREPEATPOST))
AND ((piSecKEMPHISTORYK003_EverWrkPay <> NO) AND
piSecKEMPHISTORYK003_EverWrkPay <> NONRESPONSE)
AND (piRvarsZ076_ReIwR_V <> REIWR)
AND ((piSecKEMPHISTORYK004_YrLastWrkPay <> REFUSAL) AND
(piSecKEMPHISTORYK005_YrsAgoWrkPay <> REFUSAL))
AND (NOT (((piSecKEMPHISTORYK004_YrLastWrkPay > 0) AND
(piSecKEMPHISTORYK004_YrLastWrkPay < 1982)) OR
(piSecKEMPHISTORYK005_YrsAgoWrkPay > 20)))
AND ((L005_ <> NO) AND L005_ <> NONRESPONSE)
AND ((piHHX023_Cohort_V <> AHEAD) AND (piHHX023_Cohort_V <> CODA))
AND (L006_ <> ONE)
AND ((L031_ <> NO) AND L031_ <> NONRESPONSE)
AND (i <= L033AOthEmpPensCntr.ORD)
AND (((ACTIVELANGUAGE <> EXTENG) AND (ACTIVELANGUAGE <> EXTSPN)) OR
(piRespondents1X065ACouplenss IN [MARRIED, PARTNERED_VOL, REMARRIED,
REPARTNERED_VOL]))
AND ((W043A <> NO) AND W043A <> NONRESPONSE)
AND (((W001A = BTHTYPES) OR (W001A = TYPEA)) OR (W001A = DONTKNOW))
AND (EXPECTFUTUREBENEFITS IN W021B)
AND ((piSecAStartInterviewA009_SelfPrxy = SLF) OR ((ACTIVELANGUAGE = EXTENG)
OR (ACTIVELANGUAGE = EXTSPN)))
AND (W035A <> NONRESPONSE)
AND (W035A <> 96)
AND (NOT (W036A = PERCENTOFPAY))
AND (NOT (W036A = AMOUNTPERMONTHYEAR))
AND (W036A = LUMPSUM)
TJW041c EXPECTED BENEFITS-LUMP SUM -3
Section: J Level: Respondent Type: Numeric Width: 8 Decimals: 0
CAI Reference: SecJ.PREVIOUSJOBANDPENSION.PWELSENOWSELFCONTD.TYPEPENPLANLOOP[3].TYPEA.W041A
PENSION TYPE [AB - FORMULA/ACCOUNT/B - ACCOUNT/A - FORMULA]
INTERVIEWER: ENTER LUMP SUM AMOUNT
AMOUNT:
..................................................................................
99999998. DK (Don't Know); NA (Not Ascertained)
99999999. RF (Refused)
1227 Blank. INAP (Inapplicable)
TVDATE 2004 DATA MODEL VERSION
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
User Note: This variable identifies which data model was used to interview
the household. Please reference the data description for a summary of changes
in each data model.
..................................................................................
14 1. Version 1
79 2. Version 2
153 3. Version 3
150 4. Version 4
92 5. Version 5
200 6. Version 6
515 7. Version 7
24 8. Version 8
TVERSION 2004 EXIT FINAL RELEASE VERSION NUMBER
Section: J Level: Respondent Type: Numeric Width: 1 Decimals: 0
..................................................................................
1227 1. HRS 2004 Exit Final Release #1
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