section j2: pension (pension)
==========================================================================================
hrs 2018 final release
note to users: this codebook is designed to match the distribution dataset.
codebook metadata are derived from the data collection instrument.
if you have questions concerning codebook layout or content please bring
them to the attention of the hrs staff at hrsquestions@umich.edu.
printing recommendation: set margins (left/right/top/bottom) to .5 inch; print
in portrait orientation using a mono-space 10-point font.
==========================================================================================
hhid household identification number
section: j2 level: pension type: character width: 6 decimals: 0
.................................................................................
12166 010038-952836. household identification number
pn respondent person identification number
section: j2 level: pension type: character width: 3 decimals: 0
.................................................................................
7103 010. person identifier
353 011. person identifier
24 012. person identifier
4105 020. person identifier
114 021. person identifier
6 022. person identifier
141 030. person identifier
25 031. person identifier
4 032. person identifier
1 033. person identifier
259 040. person identifier
30 041. person identifier
1 043. person identifier
subhh 2018 sub household identification number
section: j2 level: pension type: character width: 1 decimals: 0
.................................................................................
11145 0. original sample household - no split from divorce or
separation of spouses or partners
543 1. split household - one half of couple from subhh 0 and new
spouse or partner, if any
367 2. split household - one half of couple from subhh 0 and new
spouse or partner, if any
39 5. split household - one half of couple from subhh 1 or 2
3 6. split household - one half of couple from subhh 1 or 2
69 7. reunited household - respondents from split household
reunite
8. split household - one half of couple from subhh 1 or 2
psubhh 2016 sub household identification number
section: j2 level: pension type: character width: 1 decimals: 0
.................................................................................
11288 0. original sample household - no split from divorce or
separation of spouses or partners
459 1. split household - one half of couple from subhh 0 and new
spouse or partner, if any
325 2. split household - one half of couple from subhh 0 and new
spouse or partner, if any
32 5. split household - one half of couple from subhh 1 or 2
2 6. split household - one half of couple from subhh 1 or 2
60 7. reunited household - respondents from split household
reunite
8. split household - one half of couple from subhh 1 or 2
pn_sp 2018 spouse/partner person number
section: j2 level: pension type: character width: 3 decimals: 0
.................................................................................
3912 010. person identifier
353 011. person identifier
14 012. person identifier
3954 020. person identifier
89 021. person identifier
4 022. person identifier
69 030. person identifier
16 031. person identifier
144 040. person identifier
22 041. person identifier
2 043. person identifier
11 810. spouse of original r, never entered sample
29 811. spouse of non-original respondent
1 812. spouse of non-original respondent
2 821. spouse of non-original respondent
2 831. spouse of non-original respondent
4 832. spouse of non-original respondent
2 841. spouse of non-original respondent
3536 blank. single respondent household
csr 2018 whether coversheet respondent
section: j2 level: pension type: numeric width: 1 decimals: 0
.................................................................................
8277 1. yes
69 3. 2nd coverscreen r, answers not retained
3820 5. no
famr 2018 whether family respondent
section: j2 level: pension type: numeric width: 1 decimals: 0
.................................................................................
7441 1. family r
21 3. 2nd family r, answers not retained
4704 5. non-family r
finr 2018 whether financial respondent
section: j2 level: pension type: numeric width: 1 decimals: 0
.................................................................................
8454 1. financial r
20 3. 2nd financial r, answers not retained
3692 5. non-financial r
构造变量
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
if secj2.askpensiongrid.jobindex > 0 then
assign: pensionrow[i].secj2.askpensiongrid.jobindex :=
secj2.askpensiongrid.jobindex
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
if secj2.askpensiongrid.jobindex > 0 then
assign: pensionrow[i].secj2.askpensiongrid.jobindex :=
secj2.askpensiongrid.jobindex
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2jobndx job table index
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].jobindex
.................................................................................
5567 1-8. link to preload job table
6594 10. new job added 2018
5 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
assign: pensionrow[i].z140_oldpentype_v :=
bj_preload_pastpens[i].z140_oldpentype_v
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
assign: pensionrow[i].z140_oldpentype_v :=
bj_preload_pastpens[i].z140_oldpentype_v
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2z140 prev wave old pension type
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z140_oldpentype_v
*
.................................................................................
1225 1. db (formula)
2194 2. dc (account)
205 3. both type
168 8. dk (don't know); na (not ascertained)
17 9. rf (refused)
8357 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
for secj2.askpensiongrid.i := 1 to 10 do
if secj2.askpensiongrid.jobindex > 0 then
assign: pensionrow[i].z142_oldempbegyr_v :=
bj_preload_job[jobindex].z142_oldempbegyr_v
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.w793_pensionpreloadinserted = 1 and secj2.w456_ =
continue then
if (bj_preload_pastpens[firstemptyrow].z505_pensionid = empty or
bj_preload_pastpens[firstemptyrow].z505_pensionid = '') and (secj2.j849_ = yes
or secj2.j851_ = yes or secj2.w417_samejobpwandcw = yes) then
if secj2.w417_samejobpwandcw = yes then
assign: pensionrow[firstemptyrow].z142_oldempbegyr_v :=
secj2.askpensiongrid.currentemployerstartyear
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.w793_pensionpreloadinserted = 1 and secj2.w456_ =
continue then
if (bj_preload_pastpens[firstemptyrow].z505_pensionid = empty or
bj_preload_pastpens[firstemptyrow].z505_pensionid = '') and (secj2.j849_ = yes
or secj2.j851_ = yes or secj2.w417_samejobpwandcw = yes) then
if not(piw417_samejobpwandcw = yes) then
if pij249_yrbegincurremp <> empty and pij249_yrbegincurremp <> 0 then
assign: pensionrow[firstemptyrow].z142_oldempbegyr_v := pij249_yrbegincurremp
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.w793_pensionpreloadinserted = 1 and secj2.w456_ =
continue then
if (bj_preload_pastpens[firstemptyrow].z505_pensionid = empty or
bj_preload_pastpens[firstemptyrow].z505_pensionid = '') and (secj2.j849_ = yes
or secj2.j851_ = yes or secj2.w417_samejobpwandcw = yes) then
if not(piw417_samejobpwandcw = yes) then
if secj.currentjob.currjobselfandelse.j256_ <> empty and
secj.currentjob.currjobselfandelse.j256_ <> 0 then
assign: pensionrow[firstemptyrow].z142_oldempbegyr_v :=
secj.currentjob.currjobselfandelse.j256_
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
for secj2.askpensiongrid.i := 1 to 10 do
if secj2.askpensiongrid.jobindex > 0 then
assign: pensionrow[i].z142_oldempbegyr_v :=
bj_preload_job[jobindex].z142_oldempbegyr_v
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.w793_pensionpreloadinserted = 1 and secj2.w456_ =
continue then
if (bj_preload_pastpens[firstemptyrow].z505_pensionid = empty or
bj_preload_pastpens[firstemptyrow].z505_pensionid = '') and (secj2.j849_ = yes
or secj2.j851_ = yes or secj2.w417_samejobpwandcw = yes) then
if secj2.w417_samejobpwandcw = yes then
assign: pensionrow[firstemptyrow].z142_oldempbegyr_v :=
secj2.askpensiongrid.currentemployerstartyear
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.w793_pensionpreloadinserted = 1 and secj2.w456_ =
continue then
if (bj_preload_pastpens[firstemptyrow].z505_pensionid = empty or
bj_preload_pastpens[firstemptyrow].z505_pensionid = '') and (secj2.j849_ = yes
or secj2.j851_ = yes or secj2.w417_samejobpwandcw = yes) then
if not(piw417_samejobpwandcw = yes) then
if pij249_yrbegincurremp <> empty and pij249_yrbegincurremp <> 0 then
assign: pensionrow[firstemptyrow].z142_oldempbegyr_v := pij249_yrbegincurremp
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.w793_pensionpreloadinserted = 1 and secj2.w456_ =
continue then
if (bj_preload_pastpens[firstemptyrow].z505_pensionid = empty or
bj_preload_pastpens[firstemptyrow].z505_pensionid = '') and (secj2.j849_ = yes
or secj2.j851_ = yes or secj2.w417_samejobpwandcw = yes) then
if not(piw417_samejobpwandcw = yes) then
if secj.currentjob.currjobselfandelse.j256_ <> empty and
secj.currentjob.currjobselfandelse.j256_ <> 0 then
assign: pensionrow[firstemptyrow].z142_oldempbegyr_v :=
secj.currentjob.currjobselfandelse.j256_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2z142 prev wave old employer begin yr
section: j2 level: pension type: numeric width: 4 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z142_oldempbegyr_v
.................................................................................
10384 1950-2019. actual value
89 9998. dk (don't know); na (not ascertained)
13 9999. rf (refused)
1680 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
if secj2.askpensiongrid.jobindex > 0 then
assign: pensionrow[i].z143_oldempendyr_v :=
bj_preload_job[jobindex].z143_oldempendyr_v
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.w793_pensionpreloadinserted = 1 and secj2.w456_ =
continue then
if bj_preload_job[jobindex].z503_jobstatus = pwjob then
if > 0 then
assign: pensionrow[i].z143_oldempendyr_v :=
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
if secj2.askpensiongrid.jobindex > 0 then
assign: pensionrow[i].z143_oldempendyr_v :=
bj_preload_job[jobindex].z143_oldempendyr_v
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.w793_pensionpreloadinserted = 1 and secj2.w456_ =
continue then
if bj_preload_job[jobindex].z503_jobstatus = pwjob then
if > 0 then
assign: pensionrow[i].z143_oldempendyr_v :=
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2z143 prev wave old employer end yr
section: j2 level: pension type: numeric width: 4 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z143_oldempendyr_v
.................................................................................
3018 1959-2019. actual value
33 9998. dk (don't know); na (not ascertained)
15 9999. rf (refused)
9100 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
for secj2.askpensiongrid.i := 1 to 10 do
if secj2.askpensiongrid.jobindex > 0 then
assign: pensionrow[i].z510_oldempstate :=
bj_preload_job[jobindex].z510_oldempstate
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.w793_pensionpreloadinserted = 1 and secj2.w456_ =
continue then
if (bj_preload_pastpens[firstemptyrow].z505_pensionid = empty or
bj_preload_pastpens[firstemptyrow].z505_pensionid = '') and (secj2.j849_ = yes
or secj2.j851_ = yes or secj2.w417_samejobpwandcw = yes) then
if pibj_j046employerinfow162_ <> empty then
assign: pensionrow[firstemptyrow].z510_oldempstate :=
pibj_j046employerinfow162_
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
for secj2.askpensiongrid.i := 1 to 10 do
if secj2.askpensiongrid.jobindex > 0 then
assign: pensionrow[i].z510_oldempstate :=
bj_preload_job[jobindex].z510_oldempstate
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.w793_pensionpreloadinserted = 1 and secj2.w456_ =
continue then
if (bj_preload_pastpens[firstemptyrow].z505_pensionid = empty or
bj_preload_pastpens[firstemptyrow].z505_pensionid = '') and (secj2.j849_ = yes
or secj2.j851_ = yes or secj2.w417_samejobpwandcw = yes) then
if pibj_j046employerinfow162_ <> empty then
assign: pensionrow[firstemptyrow].z510_oldempstate :=
pibj_j046employerinfow162_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2z510m prev wave old employer - state - masked
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z510_oldempstate
.................................................................................
262 1. northeast region: new england division (me, nh, vt, ma, ri,
ct)
787 2. northeast region: middle atlantic division (ny, nj, pa)
977 3. midwest region: east north central division (oh, in, il, mi,
wi)
485 4. midwest region: west north central division (mn, ia, mo, nd,
sd, ne, ks)
1425 5. south region: south atlantic division (de, md, dc, va, wv,
nc, sc, ga, fl)
409 6. south region: east south central division (ky, tn, al, ms)
603 7. south region: west south central division (ar, la, ok, tx)
470 8. west region: mountain division (mt, id, wy, co, nm, az, ut,
nv)
1128 9. west region: pacific division (wa, or, ca, ak, hi)
18 11. foreign country: not in a census division (includes u.s.
territories)
10 98. dk (don't know); na (not ascertained)
20 99. rf (refused)
5572 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
assign: pensionrow[i].z504_jobid := bj_preload_pastpens[i].z504_jobid
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
assign: pensionrow[i].z504_jobid := bj_preload_pastpens[i].z504_jobid
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2z504 related job number
section: j2 level: pension type: character width: 3 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z504_jobid
.................................................................................
5570 301-308. text job id number
6596 blank. newly added past pension
构造变量
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
assign: pensionrow[i].z139_pensionndx_v :=
bj_preload_pastpens[i].z139_pensionndx_v
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
assign: pensionrow[i].z139_pensionndx_v :=
bj_preload_pastpens[i].z139_pensionndx_v
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2z139 prev wave pension index
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z139_pensionndx_v
.................................................................................
5694 1-9. link to preload pension table
6472 blank. newly added past pension
构造变量
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
assign: pensionrow[i].z505_pensionid := bj_preload_pastpens[i].z505_pensionid
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
assign: pensionrow[i].z505_pensionid := bj_preload_pastpens[i].z505_pensionid
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2z505 pension number for tracking
section: j2 level: pension type: character width: 3 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z505_pensionid
.................................................................................
5702 101-112. pension id number
6464 blank. newly added past pension
构造变量
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
assign: pensionrow[i].z507_plantype := bj_preload_pastpens[i].z507_plantype
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
assign: pensionrow[i].z507_plantype := bj_preload_pastpens[i].z507_plantype
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2z507 prev wave pension plan type
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z507_plantype
.................................................................................
2100 1. 401k plan
904 2. defined benefit plan
824 3. defined contribution plan
201 4. supplemental retirement account (sra)
14 5. 401a plan
290 6. 403b plan
67 7. 457 plan
86 8. thrift/savings plan (tsp)
49 9. profit-sharing plan
39 10. employee stock ownership plan (esop)
2 11. money purchase plan
1 12. portable cash option plan
21 13. employee stock purchase plan (espp)
59 14. sep or simple plan
35 15. combination plan
10 16. cash balance plan
486 97. other
173 98. dk (don't know); na (not ascertained)
263 99. rf (refused)
6542 blank. newly added past pension
构造变量
{previous ask} secj2.askpensiongrid.bj_preload_pastpens[].z504_jobid
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2z508 preloaded plan provider type
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.askpensiongrid.bj_preload_pastpens[1].z508_typeprovider
*
.................................................................................
3182 1. private employer
1555 2. government employer
148 3. r's own business
286 4. union
211 7. other
50 8. dk (don't know); na (not ascertained)
5 9. rf (refused)
6729 blank. newly added past pension
构造变量
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.pensionrow[i].w401_anyother = yes or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = yesedit then
if secj2.askpensiongrid.pensionrow[i].w401_anyother = yes and
secj2.askpensiongrid.pensionrow[i].w408_whichprovider in
[otheremp1..otheremp10] then
assign: secj2.askpensiongrid.pensionrow[i].z503_jobstatus := secj2.flheshe
[ordenum(w408_whichprovider)]
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
if secj2.askpensiongrid.jobindex > 0 then
assign: pensionrow[i].z503_jobstatus := bj_preload_job[jobindex].z503_jobstatus
{previous ask} secj2.w400_pensiongridintro
secj2.askpensiongrid.i f secj2.askpensiongrid.i = 1 or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i
].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i -
1].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty and
psecj2.askpensiongrid.i j020_workforpay = yes and (psecj2.askpensiongrid.i
j849_ = yes or psecj2.askpensiongrid.i j851_ = yes or psecj2.askpensiongrid.i
w417_samejobpwandcw = yes and psecj2.askpensiongrid.i j848_ = empty) or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother =
yes or secj2.askpensiongrid.i = fsecj2.askpensiongrid.i rstemptyrow + 1 and
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother = no
and psecj2.askpensiongrid.i w415_totalpreloadplans > 0 and
(psecj2.askpensiongrid.i j849_ = yes or psecj2.askpensiongrid.i j851_ = yes)
then
if secj2.askpensiongrid.pensionrow[i].w401_anyother = yes or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = yesedit then
if secj2.askpensiongrid.pensionrow[i].w401_anyother = yes and
secj2.askpensiongrid.pensionrow[i].w408_whichprovider in
[otheremp1..otheremp10] then
assign: secj2.askpensiongrid.pensionrow[i].z503_jobstatus := secj2.flheshe
[ordenum(w408_whichprovider)]
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.pensionrow[i].w401_anyother = yes or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = yesedit then
if secj2.askpensiongrid.pensionrow[i].w401_anyother = yes and
secj2.askpensiongrid.pensionrow[i].w408_whichprovider in
[otheremp1..otheremp10] then
assign: secj2.askpensiongrid.pensionrow[i].z503_jobstatus := secj2.flheshe
[ordenum(w408_whichprovider)]
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
if secj2.askpensiongrid.jobindex > 0 then
assign: pensionrow[i].z503_jobstatus := bj_preload_job[jobindex].z503_jobstatus
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
secj2.askpensiongrid.i f secj2.askpensiongrid.i = 1 or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i
].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i -
1].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty and
psecj2.askpensiongrid.i j020_workforpay = yes and (psecj2.askpensiongrid.i
j849_ = yes or psecj2.askpensiongrid.i j851_ = yes or psecj2.askpensiongrid.i
w417_samejobpwandcw = yes and psecj2.askpensiongrid.i j848_ = empty) or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother =
yes or secj2.askpensiongrid.i = fsecj2.askpensiongrid.i rstemptyrow + 1 and
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother = no
and psecj2.askpensiongrid.i w415_totalpreloadplans > 0 and
(psecj2.askpensiongrid.i j849_ = yes or psecj2.askpensiongrid.i j851_ = yes)
then
if secj2.askpensiongrid.pensionrow[i].w401_anyother = yes or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = yesedit then
if secj2.askpensiongrid.pensionrow[i].w401_anyother = yes and
secj2.askpensiongrid.pensionrow[i].w408_whichprovider in
[otheremp1..otheremp10] then
assign: secj2.askpensiongrid.pensionrow[i].z503_jobstatus := secj2.flheshe
[ordenum(w408_whichprovider)]
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2z503 job type
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z503_jobstatus
.................................................................................
4419 1. previous wave job
3307 2. old job
4440 blank. newly added past pension
构造变量
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.pensionrow[i].z505_pensionid = empty then
if (secj2.j849_ = yes or secj2.j851_ = yes) and secj2.askpensiongrid.i = 1 then
assign: secj2.askpensiongrid.pensionrow[i].w401_anyother := 'yes'
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.pensionrow[i].z505_pensionid = empty then
if not((pij849_ = yes or pij851_ = yes) and piindex = 1) then
{previous ask} secj2.w400_pensiongridintro
secj2.askpensiongrid.i f secj2.askpensiongrid.i = 1 or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i
].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i -
1].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty and
psecj2.askpensiongrid.i j020_workforpay = yes and (psecj2.askpensiongrid.i
j849_ = yes or psecj2.askpensiongrid.i j851_ = yes or psecj2.askpensiongrid.i
w417_samejobpwandcw = yes and psecj2.askpensiongrid.i j848_ = empty) or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother =
yes or secj2.askpensiongrid.i = fsecj2.askpensiongrid.i rstemptyrow + 1 and
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother = no
and psecj2.askpensiongrid.i w415_totalpreloadplans > 0 and
(psecj2.askpensiongrid.i j849_ = yes or psecj2.askpensiongrid.i j851_ = yes)
then
if secj2.askpensiongrid.pensionrow[i].z505_pensionid = empty then
if (secj2.j849_ = yes or secj2.j851_ = yes) and secj2.askpensiongrid.i = 1 then
assign: secj2.askpensiongrid.pensionrow[i].w401_anyother := 'yes'
{previous ask} secj2.w400_pensiongridintro
secj2.askpensiongrid.i f secj2.askpensiongrid.i = 1 or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i
].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i -
1].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty and
psecj2.askpensiongrid.i j020_workforpay = yes and (psecj2.askpensiongrid.i
j849_ = yes or psecj2.askpensiongrid.i j851_ = yes or psecj2.askpensiongrid.i
w417_samejobpwandcw = yes and psecj2.askpensiongrid.i j848_ = empty) or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother =
yes or secj2.askpensiongrid.i = fsecj2.askpensiongrid.i rstemptyrow + 1 and
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother = no
and psecj2.askpensiongrid.i w415_totalpreloadplans > 0 and
(psecj2.askpensiongrid.i j849_ = yes or psecj2.askpensiongrid.i j851_ = yes)
then
if secj2.askpensiongrid.pensionrow[i].z505_pensionid = empty then
if not((pij849_ = yes or pij851_ = yes) and piindex = 1) then
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.pensionrow[i].z505_pensionid = empty then
if (secj2.j849_ = yes or secj2.j851_ = yes) and secj2.askpensiongrid.i = 1 then
assign: secj2.askpensiongrid.pensionrow[i].w401_anyother := 'yes'
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.pensionrow[i].z505_pensionid = empty then
if not((pij849_ = yes or pij851_ = yes) and piindex = 1) then
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
secj2.askpensiongrid.i f secj2.askpensiongrid.i = 1 or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i
].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i -
1].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty and
psecj2.askpensiongrid.i j020_workforpay = yes and (psecj2.askpensiongrid.i
j849_ = yes or psecj2.askpensiongrid.i j851_ = yes or psecj2.askpensiongrid.i
w417_samejobpwandcw = yes and psecj2.askpensiongrid.i j848_ = empty) or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother =
yes or secj2.askpensiongrid.i = fsecj2.askpensiongrid.i rstemptyrow + 1 and
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother = no
and psecj2.askpensiongrid.i w415_totalpreloadplans > 0 and
(psecj2.askpensiongrid.i j849_ = yes or psecj2.askpensiongrid.i j851_ = yes)
then
if secj2.askpensiongrid.pensionrow[i].z505_pensionid = empty then
if (secj2.j849_ = yes or secj2.j851_ = yes) and secj2.askpensiongrid.i = 1 then
assign: secj2.askpensiongrid.pensionrow[i].w401_anyother := 'yes'
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
secj2.askpensiongrid.i f secj2.askpensiongrid.i = 1 or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i
].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i -
1].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty and
psecj2.askpensiongrid.i j020_workforpay = yes and (psecj2.askpensiongrid.i
j849_ = yes or psecj2.askpensiongrid.i j851_ = yes or psecj2.askpensiongrid.i
w417_samejobpwandcw = yes and psecj2.askpensiongrid.i j848_ = empty) or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother =
yes or secj2.askpensiongrid.i = fsecj2.askpensiongrid.i rstemptyrow + 1 and
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother = no
and psecj2.askpensiongrid.i w415_totalpreloadplans > 0 and
(psecj2.askpensiongrid.i j849_ = yes or psecj2.askpensiongrid.i j851_ = yes)
then
if secj2.askpensiongrid.pensionrow[i].z505_pensionid = empty then
if not((pij849_ = yes or pij851_ = yes) and piindex = 1) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w401 any other pensions
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w401_anyother
if total preload plans = 0 and participating in plan (j849 = yes or j851 = yes)
let's talk about the plan(s) on your current job. instr: enter ''1'' to
continue
if total preload plans = 0 and not participating in plan (j849 = no and j851 =
no)
we have no record that you ever reported a retirement or pension plan, but just
so we are clear -- do you have any retirement or tax deferred savings accounts
or pensions from any business, employer or union?
if total preload plans > 0 and participating in plan (j849 = yes or j851 = yes)
earlier you mentioned that you are participating in a retirement account or
pension with your current job or union - is that correct?
if new r and not participating in plan (j848 = no andj849 = no and j851 =no)
do you have any retirement or tax deferred savings accounts or pensions from any
previous business, employer or union?
if total preload plans > 0 and w417 = yes and j848 <> no and j849 <> no and j851
<> no
since we last asked you in [r's last iw month, year/year 2 years ago], are you
now participating in a new retirement or tax deferred savings account or pension
offered to you by your current [employer/business] or union?
reported plan with current job in previous line (w408=11):
do you have any other retirement or tax deferred savings accounts or pensions?
(please do not include iras that are not sponsored by an employer or union.) if
you have another plan with your current job, please tell us about that plan
first.
else:
do you have any other retirement or tax deferred savings accounts or pensions
that we have not already asked about? (please do not include iras that are not
sponsored by an employer or union.)
[please do not include iras that are not sponsored by an employer or union.]
instr: if r mentions a benefit plan that provides medical, disability, or
"flexible spending" benefits, do not include this as a plan.
instr: if r asks for clarification, read: we are interested in plans for which
you have money in an account or from which you expect to claim benefits and
haven't rolled over into an ira.
instr: include only pension plans sponsored by r's own employer, business or
union. for example, do not include plans from a current, former or deceased
spouse.
web-administered text:
instr: please do not include benefit plans that include medical, disability, or
"flexible spending" benefits.
instr: we are interested in plans for which you have money in an account or from
which you expect to claim benefits and haven't rolled over into an ira.
instr: include only pension plans sponsored by your own employer, business or
union. for example, do not include plans from a current, former or deceased
spouse.
.................................................................................
2780 1. yes
2353 5. no
4 8. dk (don't know); na (not ascertained)
9 9. rf (refused)
7020 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.w400_pensiongridintro
if not(z505_pensionid = empty) then
{previous ask} secj2.w400_pensiongridintro
secj2.askpensiongrid.i f secj2.askpensiongrid.i = 1 or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i
].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i -
1].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty and
psecj2.askpensiongrid.i j020_workforpay = yes and (psecj2.askpensiongrid.i
j849_ = yes or psecj2.askpensiongrid.i j851_ = yes or psecj2.askpensiongrid.i
w417_samejobpwandcw = yes and psecj2.askpensiongrid.i j848_ = empty) or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother =
yes or secj2.askpensiongrid.i = fsecj2.askpensiongrid.i rstemptyrow + 1 and
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother = no
and psecj2.askpensiongrid.i w415_totalpreloadplans > 0 and
(psecj2.askpensiongrid.i j849_ = yes or psecj2.askpensiongrid.i j851_ = yes)
then
if not(z505_pensionid = empty) then
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if not(z505_pensionid = empty) then
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
secj2.askpensiongrid.i f secj2.askpensiongrid.i = 1 or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i
].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i -
1].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty and
psecj2.askpensiongrid.i j020_workforpay = yes and (psecj2.askpensiongrid.i
j849_ = yes or psecj2.askpensiongrid.i j851_ = yes or psecj2.askpensiongrid.i
w417_samejobpwandcw = yes and psecj2.askpensiongrid.i j848_ = empty) or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother =
yes or secj2.askpensiongrid.i = fsecj2.askpensiongrid.i rstemptyrow + 1 and
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother = no
and psecj2.askpensiongrid.i w415_totalpreloadplans > 0 and
(psecj2.askpensiongrid.i j849_ = yes or psecj2.askpensiongrid.i j851_ = yes)
then
if not(z505_pensionid = empty) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w403 still have plan now
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w403_stillhaveplan
if this is the first time through the loop:
[first we'd/we'd] like to go over plans you have told us about in previous
interviews.
according to our records, you had (a/an) plan type plan with [z141_oldempname/a
job] where you worked from approximately [z142_oldempbegyr] until
[z143_oldempendyr], [which you called your [“z506_planname”] (plan)].
otherwise:
next, our records show that you had (a/an) plan type plan with
[z141_oldempname/a job] where you worked from approximately [z142_oldempbegyr]
until [z143_oldempendyr], [which you called your [“z506_planname”]] (plan).
all:
do you still have this plan?
[instr: if r isn't sure if still has plan, read: we are interested in plans for
which you still have money in an account or from which you expect to claim
benefits and haven't rolled over into an ira.]
[instr: if r volunteers that plan is an ira, use code 5]
[instr: select code 2 if some information is incomplete, incorrect, or r would
like to modify]
if plan name missing:
if this is the first time through the loop:
[first we'd/we'd] like to go over plans you have told us about in previous
interviews.
according to our records, you had (a/an) plan type plan with [z141_oldempname/a
job] where you worked from approximately [z142_oldempbegyr] until
[z143_oldempendyr], [which you called your [“z506_planname”] (plan)].
otherwise:
next, our records show that you had (a/an) plan type plan with
[z141_oldempname/a job] where you worked from approximately [z142_oldempbegyr]
until [z143_oldempendyr], [which you called your [“z506_planname”]] (plan).
if plan name not missing:
if this is the first time through the loop:[first we'd/we'd] like to go over
plans you have told us about in previous interviews.
let's start with your plan name.
otherwise:
next we have some questions about your plan name.
[instr: we are interested in plans for which you still have money in an account
or from which you expect to claim benefits and haven't rolled over into an ira.]
[instr: if plan is an ira, please select 'no']
all:
do you still have this plan?
.................................................................................
4471 1. yes
378 2. yes, but some information needs updating
741 5. no
68 6. no, never had this plan
5 8. dk (don't know); na (not ascertained)
4 9. rf (refused)
6499 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
secj2.askpensiongrid.i f secj2.askpensiongrid.i = 1 or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i
].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i -
1].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty and
psecj2.askpensiongrid.i j020_workforpay = yes and (psecj2.askpensiongrid.i
j849_ = yes or psecj2.askpensiongrid.i j851_ = yes or psecj2.askpensiongrid.i
w417_samejobpwandcw = yes and psecj2.askpensiongrid.i j848_ = empty) or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother =
yes or secj2.askpensiongrid.i = fsecj2.askpensiongrid.i rstemptyrow + 1 and
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother = no
and psecj2.askpensiongrid.i w415_totalpreloadplans > 0 and
(psecj2.askpensiongrid.i j849_ = yes or psecj2.askpensiongrid.i j851_ = yes)
then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
secj2.askpensiongrid.i f secj2.askpensiongrid.i = 1 or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i
].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i -
1].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty and
psecj2.askpensiongrid.i j020_workforpay = yes and (psecj2.askpensiongrid.i
j849_ = yes or psecj2.askpensiongrid.i j851_ = yes or psecj2.askpensiongrid.i
w417_samejobpwandcw = yes and psecj2.askpensiongrid.i j848_ = empty) or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother =
yes or secj2.askpensiongrid.i = fsecj2.askpensiongrid.i rstemptyrow + 1 and
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother = no
and psecj2.askpensiongrid.i w415_totalpreloadplans > 0 and
(psecj2.askpensiongrid.i j849_ = yes or psecj2.askpensiongrid.i j851_ = yes)
then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
secj2.askpensiongrid.i f secj2.askpensiongrid.i = 1 or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i
].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i -
1].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty and
psecj2.askpensiongrid.i j020_workforpay = yes and (psecj2.askpensiongrid.i
j849_ = yes or psecj2.askpensiongrid.i j851_ = yes or psecj2.askpensiongrid.i
w417_samejobpwandcw = yes and psecj2.askpensiongrid.i j848_ = empty) or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother =
yes or secj2.askpensiongrid.i = fsecj2.askpensiongrid.i rstemptyrow + 1 and
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother = no
and psecj2.askpensiongrid.i w415_totalpreloadplans > 0 and
(psecj2.askpensiongrid.i j849_ = yes or psecj2.askpensiongrid.i j851_ = yes)
then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
secj2.askpensiongrid.i f secj2.askpensiongrid.i = 1 or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i
].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i -
1].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty and
psecj2.askpensiongrid.i j020_workforpay = yes and (psecj2.askpensiongrid.i
j849_ = yes or psecj2.askpensiongrid.i j851_ = yes or psecj2.askpensiongrid.i
w417_samejobpwandcw = yes and psecj2.askpensiongrid.i j848_ = empty) or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother =
yes or secj2.askpensiongrid.i = fsecj2.askpensiongrid.i rstemptyrow + 1 and
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother = no
and psecj2.askpensiongrid.i w415_totalpreloadplans > 0 and
(psecj2.askpensiongrid.i j849_ = yes or psecj2.askpensiongrid.i j851_ = yes)
then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w404m1 plan status -1
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w404_status
[instr: ask or record.]
what happened to this plan?
instr: read response options to probe if needed. select all that apply. probe
for "anything else?"
web-administered text:
what happened to this plan?
instr: select all that apply.
.................................................................................
213 1. withdrew all of the money/received full amount as cash
settlement or lump-sum
55 2. combined with another plan
19 3. transferred to new employer
263 4. rolled over into ira
22 5. lost all benefits
3 6. plan frozen, or lost some benefits
14 7. converted to or purchased an annuity
19 8. receiving regular payments/benefits
12 9. withdrew some of the money
8 95. duplicate pension plan
97 97. other
6 98. dk (don't know); na (not ascertained)
5 99. rf (refused)
11430 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
secj2.askpensiongrid.i f secj2.askpensiongrid.i = 1 or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i
].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i -
1].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty and
psecj2.askpensiongrid.i j020_workforpay = yes and (psecj2.askpensiongrid.i
j849_ = yes or psecj2.askpensiongrid.i j851_ = yes or psecj2.askpensiongrid.i
w417_samejobpwandcw = yes and psecj2.askpensiongrid.i j848_ = empty) or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother =
yes or secj2.askpensiongrid.i = fsecj2.askpensiongrid.i rstemptyrow + 1 and
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother = no
and psecj2.askpensiongrid.i w415_totalpreloadplans > 0 and
(psecj2.askpensiongrid.i j849_ = yes or psecj2.askpensiongrid.i j851_ = yes)
then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
secj2.askpensiongrid.i f secj2.askpensiongrid.i = 1 or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i
].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i -
1].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty and
psecj2.askpensiongrid.i j020_workforpay = yes and (psecj2.askpensiongrid.i
j849_ = yes or psecj2.askpensiongrid.i j851_ = yes or psecj2.askpensiongrid.i
w417_samejobpwandcw = yes and psecj2.askpensiongrid.i j848_ = empty) or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother =
yes or secj2.askpensiongrid.i = fsecj2.askpensiongrid.i rstemptyrow + 1 and
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother = no
and psecj2.askpensiongrid.i w415_totalpreloadplans > 0 and
(psecj2.askpensiongrid.i j849_ = yes or psecj2.askpensiongrid.i j851_ = yes)
then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
secj2.askpensiongrid.i f secj2.askpensiongrid.i = 1 or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i
].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i -
1].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty and
psecj2.askpensiongrid.i j020_workforpay = yes and (psecj2.askpensiongrid.i
j849_ = yes or psecj2.askpensiongrid.i j851_ = yes or psecj2.askpensiongrid.i
w417_samejobpwandcw = yes and psecj2.askpensiongrid.i j848_ = empty) or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother =
yes or secj2.askpensiongrid.i = fsecj2.askpensiongrid.i rstemptyrow + 1 and
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother = no
and psecj2.askpensiongrid.i w415_totalpreloadplans > 0 and
(psecj2.askpensiongrid.i j849_ = yes or psecj2.askpensiongrid.i j851_ = yes)
then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
secj2.askpensiongrid.i f secj2.askpensiongrid.i = 1 or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i
].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i -
1].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty and
psecj2.askpensiongrid.i j020_workforpay = yes and (psecj2.askpensiongrid.i
j849_ = yes or psecj2.askpensiongrid.i j851_ = yes or psecj2.askpensiongrid.i
w417_samejobpwandcw = yes and psecj2.askpensiongrid.i j848_ = empty) or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother =
yes or secj2.askpensiongrid.i = fsecj2.askpensiongrid.i rstemptyrow + 1 and
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother = no
and psecj2.askpensiongrid.i w415_totalpreloadplans > 0 and
(psecj2.askpensiongrid.i j849_ = yes or psecj2.askpensiongrid.i j851_ = yes)
then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w404m2 plan status -2
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w404_status
[instr: ask or record.]
what happened to this plan?
instr: read response options to probe if needed. select all that apply. probe
for "anything else?"
web-administered text:
what happened to this plan?
instr: select all that apply.
.................................................................................
3 1. withdrew all of the money/received full amount as cash
settlement or lump-sum
1 2. combined with another plan
3. transferred to new employer
6 4. rolled over into ira
5. lost all benefits
6. plan frozen, or lost some benefits
4 7. converted to or purchased an annuity
5 8. receiving regular payments/benefits
6 9. withdrew some of the money
11 97. other
98. dk (don't know); na (not ascertained)
99. rf (refused)
12130 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
secj2.askpensiongrid.i f secj2.askpensiongrid.i = 1 or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i
].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i -
1].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty and
psecj2.askpensiongrid.i j020_workforpay = yes and (psecj2.askpensiongrid.i
j849_ = yes or psecj2.askpensiongrid.i j851_ = yes or psecj2.askpensiongrid.i
w417_samejobpwandcw = yes and psecj2.askpensiongrid.i j848_ = empty) or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother =
yes or secj2.askpensiongrid.i = fsecj2.askpensiongrid.i rstemptyrow + 1 and
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother = no
and psecj2.askpensiongrid.i w415_totalpreloadplans > 0 and
(psecj2.askpensiongrid.i j849_ = yes or psecj2.askpensiongrid.i j851_ = yes)
then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
secj2.askpensiongrid.i f secj2.askpensiongrid.i = 1 or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i
].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i -
1].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty and
psecj2.askpensiongrid.i j020_workforpay = yes and (psecj2.askpensiongrid.i
j849_ = yes or psecj2.askpensiongrid.i j851_ = yes or psecj2.askpensiongrid.i
w417_samejobpwandcw = yes and psecj2.askpensiongrid.i j848_ = empty) or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother =
yes or secj2.askpensiongrid.i = fsecj2.askpensiongrid.i rstemptyrow + 1 and
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother = no
and psecj2.askpensiongrid.i w415_totalpreloadplans > 0 and
(psecj2.askpensiongrid.i j849_ = yes or psecj2.askpensiongrid.i j851_ = yes)
then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
secj2.askpensiongrid.i f secj2.askpensiongrid.i = 1 or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i
].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i -
1].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty and
psecj2.askpensiongrid.i j020_workforpay = yes and (psecj2.askpensiongrid.i
j849_ = yes or psecj2.askpensiongrid.i j851_ = yes or psecj2.askpensiongrid.i
w417_samejobpwandcw = yes and psecj2.askpensiongrid.i j848_ = empty) or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother =
yes or secj2.askpensiongrid.i = fsecj2.askpensiongrid.i rstemptyrow + 1 and
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother = no
and psecj2.askpensiongrid.i w415_totalpreloadplans > 0 and
(psecj2.askpensiongrid.i j849_ = yes or psecj2.askpensiongrid.i j851_ = yes)
then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
secj2.askpensiongrid.i f secj2.askpensiongrid.i = 1 or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i
].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i -
1].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty and
psecj2.askpensiongrid.i j020_workforpay = yes and (psecj2.askpensiongrid.i
j849_ = yes or psecj2.askpensiongrid.i j851_ = yes or psecj2.askpensiongrid.i
w417_samejobpwandcw = yes and psecj2.askpensiongrid.i j848_ = empty) or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother =
yes or secj2.askpensiongrid.i = fsecj2.askpensiongrid.i rstemptyrow + 1 and
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother = no
and psecj2.askpensiongrid.i w415_totalpreloadplans > 0 and
(psecj2.askpensiongrid.i j849_ = yes or psecj2.askpensiongrid.i j851_ = yes)
then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w404m3 plan status -3
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w404_status
[instr: ask or record.]
what happened to this plan?
instr: read response options to probe if needed. select all that apply. probe
for "anything else?"
web-administered text:
what happened to this plan?
instr: select all that apply.
.................................................................................
1. withdrew all of the money/received full amount as cash
settlement or lump-sum
2. combined with another plan
3. transferred to new employer
1 4. rolled over into ira
5. lost all benefits
6. plan frozen, or lost some benefits
1 7. converted to or purchased an annuity
1 8. receiving regular payments/benefits
9. withdrew some of the money
1 97. other
98. dk (don't know); na (not ascertained)
99. rf (refused)
12162 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
secj2.askpensiongrid.i f secj2.askpensiongrid.i = 1 or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i
].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i -
1].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty and
psecj2.askpensiongrid.i j020_workforpay = yes and (psecj2.askpensiongrid.i
j849_ = yes or psecj2.askpensiongrid.i j851_ = yes or psecj2.askpensiongrid.i
w417_samejobpwandcw = yes and psecj2.askpensiongrid.i j848_ = empty) or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother =
yes or secj2.askpensiongrid.i = fsecj2.askpensiongrid.i rstemptyrow + 1 and
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother = no
and psecj2.askpensiongrid.i w415_totalpreloadplans > 0 and
(psecj2.askpensiongrid.i j849_ = yes or psecj2.askpensiongrid.i j851_ = yes)
then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
secj2.askpensiongrid.i f secj2.askpensiongrid.i = 1 or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i
].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i -
1].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty and
psecj2.askpensiongrid.i j020_workforpay = yes and (psecj2.askpensiongrid.i
j849_ = yes or psecj2.askpensiongrid.i j851_ = yes or psecj2.askpensiongrid.i
w417_samejobpwandcw = yes and psecj2.askpensiongrid.i j848_ = empty) or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother =
yes or secj2.askpensiongrid.i = fsecj2.askpensiongrid.i rstemptyrow + 1 and
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother = no
and psecj2.askpensiongrid.i w415_totalpreloadplans > 0 and
(psecj2.askpensiongrid.i j849_ = yes or psecj2.askpensiongrid.i j851_ = yes)
then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
secj2.askpensiongrid.i f secj2.askpensiongrid.i = 1 or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i
].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i -
1].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty and
psecj2.askpensiongrid.i j020_workforpay = yes and (psecj2.askpensiongrid.i
j849_ = yes or psecj2.askpensiongrid.i j851_ = yes or psecj2.askpensiongrid.i
w417_samejobpwandcw = yes and psecj2.askpensiongrid.i j848_ = empty) or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother =
yes or secj2.askpensiongrid.i = fsecj2.askpensiongrid.i rstemptyrow + 1 and
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother = no
and psecj2.askpensiongrid.i w415_totalpreloadplans > 0 and
(psecj2.askpensiongrid.i j849_ = yes or psecj2.askpensiongrid.i j851_ = yes)
then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
secj2.askpensiongrid.i f secj2.askpensiongrid.i = 1 or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i
].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i -
1].z505_penssecj2.askpensiongrid.i onsecj2.askpensiongrid.i d <> empty and
psecj2.askpensiongrid.i j020_workforpay = yes and (psecj2.askpensiongrid.i
j849_ = yes or psecj2.askpensiongrid.i j851_ = yes or psecj2.askpensiongrid.i
w417_samejobpwandcw = yes and psecj2.askpensiongrid.i j848_ = empty) or
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother =
yes or secj2.askpensiongrid.i = fsecj2.askpensiongrid.i rstemptyrow + 1 and
penssecj2.askpensiongrid.i onrow[secj2.askpensiongrid.i - 1].w401_anyother = no
and psecj2.askpensiongrid.i w415_totalpreloadplans > 0 and
(psecj2.askpensiongrid.i j849_ = yes or psecj2.askpensiongrid.i j851_ = yes)
then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
if secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = no or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w404m4 plan status -4
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w404_status
[instr: ask or record.]
what happened to this plan?
instr: read response options to probe if needed. select all that apply. probe
for "anything else?"
web-administered text:
what happened to this plan?
instr: select all that apply.
.................................................................................
1. withdrew all of the money/received full amount as cash
settlement or lump-sum
2. combined with another plan
3. transferred to new employer
4. rolled over into ira
5. lost all benefits
6. plan frozen, or lost some benefits
7. converted to or purchased an annuity
8. receiving regular payments/benefits
9. withdrew some of the money
97. other
98. dk (don't know); na (not ascertained)
99. rf (refused)
12166 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.askpensiongrid.pensionrow[].w406_planname
if not(withdrewthemoney in w404_status or combinedwithotherplan in w404_status
or transferredtonewemployer in w404_status or rolledoverintoira in w404_status
or converttoannuity in w404_status or receiving in w404_status ) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w407 type of plan
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w407_plankind
[instr: ask or record.]
[we have this listed as a [401k plan/supplemental retirement account
(sra)/defined benefit plan/defined contribution plan/401a plan/403b plan/457
plan/thrift/savings plan (tsp)/profit-sharing plan/employee stock ownership plan
(esop)/money purchase plan/portable cash option plan/employee stock purchase
plan (espp)/sep or simple plan/combination plan/cash balance plan/pension plan].
is that right?
instr: if this is not right, ask:]
[what kind of plan [is/was] this? [is/was] it a 401k, defined benefit, defined
contribution, or what?]
instr: if r reports an individual retirement account or ira:
instr: use code 95 if the ira is provided by the employer.
instr: use code 96 if the ira is not provided by the employer, or if it is a
rollover from a previous employer, or r does not know if it is provided by
employer.
web-administered text:
[we have this listed as a [401k plan/supplemental retirement account
(sra)/defined benefit plan/defined contribution plan/401a plan/403b plan/457
plan/thrift/savings plan (tsp)/profit-sharing plan/employee stock ownership plan
(esop)/money purchase plan/portable cash option plan/employee stock purchase
plan (espp)/sep or simple plan/combination plan/cash balance plan/pension plan].
is that right? instr: if this is not right, ask:]
[what kind of plan [is/was] this? [is/was] it a 401k, defined benefit, defined
contribution, or what?]
instr: select "ira provided by employer" if the ira is provided by an employer
instr: select "ira not provided by employer" if the ira is not provided by an
employer
or if it is a rollover from a previous employer, or you do not know if it is
provided by an employer.
.................................................................................
3469 1. 401k plan
1343 2. defined benefit plan
1223 3. defined contribution plan
214 4. supplemental retirement account (sra)
25 5. 401a plan
418 6. 403b plan
91 7. 457 plan
111 8. thrift/savings plan (tsp)
60 9. profit-sharing plan
45 10. employee stock ownership plan (esop)
3 11. money purchase plan
1 12. portable cash option plan
28 13. employee stock purchase plan (espp)
78 14. sep or simple plan
42 15. combination plan
14 16. cash balance plan
44 95. ira provided by employer
45 96. ira not provided by employer
632 97. other
331 98. dk (don't know); na (not ascertained)
294 99. rf (refused)
3655 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.w400_pensiongridintro
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
assign: pensionrow[i].z200_yrrptpastpen :=
bj_preload_pastpens[i].z200_yrrptpastpen
{previous ask} secj2.w400_pensiongridintro
if secj2.w400_pensiongridintro = continue then
if rvars.z076_reiwr_v = reiwr and (rvars.z276_pensionsconfirmed <> yes or
secj2.w415_totalpreloadplans > 0) or secj2.j848_ <> no and secj2.j848_ <>
specialanswer and secj2.j851_ <> no and secj2.j851_ <> specialanswer or
rvars.z076_reiwr_v <> reiwr then
if secj2.askpensiongrid.w793_pensionpreloadinserted = empty then
assign: pensionrow[i].z200_yrrptpastpen :=
bj_preload_pastpens[i].z200_yrrptpastpen
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2z200 rpt yr
section: j2 level: pension type: numeric width: 4 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].z200_yrrptpastpen
.................................................................................
5702 1992-2016. actual value
6464 blank. inap (inapplicable); partial interview
j2w408 job
section: j2 level: pension type: character width: 3 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w408_whichprovider
[instr: ask or record.]
[who did you work for when you started this plan?/is [employer name] the
[employer/business] associated with this plan? ]
instr: if r names an employer that is not on the list, probe: let me double
check, i have (read list of employers) -- is this this plan associated with one
of those employers?
instr: if this plan is from a past period of self employment, select code 997
.................................................................................
10942 301-309. job number
510 911. current employer
9 912. last employer
12 913. most recent employer
7 914. longest held job employer
7 996. current self-employment
327 997. not on list: specify
12 998. dk (don't know); na (not ascertained)
27 999. rf (refused)
313 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.askpensiongrid.pensionrow[].w407_plankind
if secj2.askpensiongrid.pensionrow[i].w408_whichprovider in
[otheremp1..otheremp10] then
assign: secj2.askpensiongrid.pensionrow[i].w460_updatedjobid :=
secj2.askpensiongrid.otheridentifiers [ordenum(w408_whichprovider)]
{previous ask} secj2.askpensiongrid.pensionrow[].w407_plankind
if not(w408_whichprovider in [otheremp1..otheremp10]) then
assign: secj2.askpensiongrid.pensionrow[i].w460_updatedjobid := empty
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w460 related job number - updated
section: j2 level: pension type: character width: 3 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w460_updatedjobid
*
.................................................................................
2278 301-309. job number
9888 blank. inap (inapplicable); partial interview
j2w410 begin
section: j2 level: pension type: numeric width: 4 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w410_yrbegin
[instr: ask or record.]
[in what year did you [start working [for this employer/business]]?/is [year
begin employment] the year you [started working [for this employer/business]]]?
.................................................................................
11290 1950-2019. actual value
23 9998. dk (don't know); na (not ascertained)
23 9999. rf (refused)
830 blank. inap (inapplicable); partial interview
j2w411 end
section: j2 level: pension type: numeric width: 4 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w411_yrend
[instr: ask or record.]
[when did you [stop working [for this employer/business]]?/is [year begin
employment] the year you [stopped working for this employer/business]]?]
instr: if r is still working for this employer or business, leave blank
instr: if r is on temporary lay-off and expects to go back, leave blank
.................................................................................
3809 1959-2019. actual value
18 9998. dk (don't know); na (not ascertained)
18 9999. rf (refused)
8321 blank. inap (inapplicable); partial interview
构造变量
{previous ask} seca.housinglocation.a079_
if seca.housinglocation.a079_ = yes then
if (activelanguage <> eng or iwtype <> ext) and (activelanguage <> spn or
iwtype <> ext) and (seca.housinglocation.a080tothrescty_a <> specialanswer and
<> specialanswer) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w412m employer state - masked
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w412_empstate
[instr: ask or record.]
[in what state [is/was] this [employer/business] located?/[is/was] this
[employer/business] located in [state name]?
state:
instr: we want to know the state where r most recently worked, not the location
of corporate headquarters.
user note: w412 has been changed from its variable name in previous waves of
w413.
.................................................................................
278 1. northeast region: new england division (me, nh, vt, ma, ri,
ct)
779 2. northeast region: middle atlantic division (ny, nj, pa)
960 3. midwest region: east north central division (oh, in, il, mi,
wi)
478 4. midwest region: west north central division (mn, ia, mo, nd,
sd, ne, ks)
1467 5. south region: south atlantic division (de, md, dc, va, wv,
nc, sc, ga, fl)
417 6. south region: east south central division (ky, tn, al, ms)
532 7. south region: west south central division (ar, la, ok, tx)
465 8. west region: mountain division (mt, id, wy, co, nm, az, ut,
nv)
1047 9. west region: pacific division (wa, or, ca, ak, hi)
24 11. foreign country: not in a census division (includes u.s.
territories)
13 98. don't know
30 99. refuse
5676 blank. inap (inapplicable); partial interview
j2w405 who
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.askpensiongrid.pensionrow[1].w405_typeprovider
[is/was] this plan provided by a private employer, a government employer, a
union, or what?
instr: if this is a union plan that is only valid with the employer or business,
probe as needed for employer type and use codes 1-3 as appropriate.
instr: a financial institution that manages the account is not a provider.
.................................................................................
4189 1. private employer
2216 2. government employer
143 3. r's own business
449 4. union
290 7. other
86 8. dk (don't know); na (not ascertained)
32 9. rf (refused)
4761 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.askpensiongrid
if (askpensiongrid.pensionrow[i].w403_stillhaveplan in [1,2,5] or
askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow or
askpensiongrid.pensionrow[i].w403_stillhaveplan = empty and
askpensiongrid.pensionrow[i].w406_planname <> empty and
askpensiongrid.pensionrow[i].z505_pensionid <> empty) and not(lostbenefits in
askpensiongrid.pensionrow[i].w404_status) and
askpensiongrid.pensionrow[i].w404_status <> specialanswer or
askpensiongrid.pensionrow[i].w401_anyother = yes then
if askpensiongrid.pensionrow[i].w408_whichprovider in [otheremp1..otheremp10]
then
assign: secj2.w790_updatedz503 [i] :=
askpensiongrid.bj_preload_job[ordenum(askpensiongrid.pensionrow[i].w408_whichprovider)].z503_jobstatus
{previous ask} secj2.askpensiongrid
if (askpensiongrid.pensionrow[i].w403_stillhaveplan in [1,2,5] or
askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow or
askpensiongrid.pensionrow[i].w403_stillhaveplan = empty and
askpensiongrid.pensionrow[i].w406_planname <> empty and
askpensiongrid.pensionrow[i].z505_pensionid <> empty) and not(lostbenefits in
askpensiongrid.pensionrow[i].w404_status) and
askpensiongrid.pensionrow[i].w404_status <> specialanswer or
askpensiongrid.pensionrow[i].w401_anyother = yes then
if not(askpensiongrid.pensionrow[i].w408_whichprovider in
[otheremp1..otheremp10]) then
assign: secj2.w790_updatedz503 [i] := empty
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w790 updated job status
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.w790_updatedz503
.................................................................................
4200 1. previous wave job
3179 2. old job
8. dk (don't know); na (not ascertained)
9. rf (refused)
4787 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.askpensiongrid
for secj2.i := 1 to 10 do
if (askpensiongrid.pensionrow[i].w403_stillhaveplan in [1,2,5] or
askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow or
askpensiongrid.pensionrow[i].w403_stillhaveplan = empty and
askpensiongrid.pensionrow[i].w406_planname <> empty and
askpensiongrid.pensionrow[i].z505_pensionid <> empty) and not(lostbenefits in
askpensiongrid.pensionrow[i].w404_status) and
askpensiongrid.pensionrow[i].w404_status <> specialanswer or
askpensiongrid.pensionrow[i].w401_anyother = yes then
if piw408_whichprovider = 11 or piw408_whichprovider = 96 and
secj.workstatus.j021_empselfoth = slfempd or secj2.w790_updatedz503 = pwjob and
secj2.w417_samejobpwandcw = yes then
assign: secj2.pensionfollowup[i].w452_pensionfromnewjoborsamejobaspw := 'yes'
{previous ask} secj2.askpensiongrid
for secj2.i := 1 to 10 do
if (askpensiongrid.pensionrow[i].w403_stillhaveplan in [1,2,5] or
askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow or
askpensiongrid.pensionrow[i].w403_stillhaveplan = empty and
askpensiongrid.pensionrow[i].w406_planname <> empty and
askpensiongrid.pensionrow[i].z505_pensionid <> empty) and not(lostbenefits in
askpensiongrid.pensionrow[i].w404_status) and
askpensiongrid.pensionrow[i].w404_status <> specialanswer or
askpensiongrid.pensionrow[i].w401_anyother = yes then
if not(piw408_whichprovider = 11 or piw408_whichprovider = 96 and
pij021k007l007 = slfempd or piz503_jobstatus = pwjob and piw417_samejobpwandcw
= yes) then
assign: secj2.pensionfollowup[i].w452_pensionfromnewjoborsamejobaspw := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w452 whether plan from new or same job
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].w452_pensionfromnewjoborsamejobaspw
.................................................................................
3782 1. yes
4552 5. no
3832 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.askpensiongrid
if (askpensiongrid.pensionrow[i].w403_stillhaveplan in [1,2,5] or
askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow or
askpensiongrid.pensionrow[i].w403_stillhaveplan = empty and
askpensiongrid.pensionrow[i].w406_planname <> empty and
askpensiongrid.pensionrow[i].z505_pensionid <> empty) and not(lostbenefits in
askpensiongrid.pensionrow[i].w404_status) and
askpensiongrid.pensionrow[i].w404_status <> specialanswer or
askpensiongrid.pensionrow[i].w401_anyother = yes then
{previous ask} secj2.askpensiongrid
if (askpensiongrid.pensionrow[i].w403_stillhaveplan in [1,2,5] or
askpensiongrid.pensionrow[i].w403_stillhaveplan = dontknow or
askpensiongrid.pensionrow[i].w403_stillhaveplan = empty and
askpensiongrid.pensionrow[i].w406_planname <> empty and
askpensiongrid.pensionrow[i].z505_pensionid <> empty) and not(lostbenefits in
askpensiongrid.pensionrow[i].w404_status) and
askpensiongrid.pensionrow[i].w404_status <> specialanswer or
askpensiongrid.pensionrow[i].w401_anyother = yes then
if secj2.pensionfollowup[i].w419_ <> 1 then
assign: secj2.pensionfollowup[i].w419_ := userdefined('w796_dummy' +
secj2.pensionfollowup[i].w419_ .isvisited + currentfieldname )
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w419 followupintro
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].w419_
now we'd like to ask about your [insert plan name] (plan). [when answering
questions about this plan, please include any plan you combined with or
transferred into it. ]
.................................................................................
8330 1. continue
8. dk (don't know); na (not ascertained)
9. rf (refused)
3836 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.w790_updatedz503 = pwjob and secj2.w417_samejobpwandcw = no and
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan in [1, 2] then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w420m1 what happened to pw job plan -1
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].w420_
we'd like to know what has happened to your [plan name/kitchen sink] (plan)
since you left [employer name/your job]. are you receiving regular payments
now, did you leave the money in the account, did you withdraw all or part of the
money, did you convert it to or purchase an annuity, did you roll it over into
an ira, or what?
instr: select all that apply. probe for "anything else?"
web-administered text:
we'd like to know what has happened to your [insert plan name] (plan) since you
left [[employer name]/your job].
instr: select all that apply.
.................................................................................
129 1. receiving regular payments/benefits
195 2. left money in the account
7 3. withdrew all of the money/received full amount as cash
settlement or lump-sum
25 4. withdrew some of the money
54 5. rolled over into ira
3 6. converted to or purchased an annuity
14 7. haven't done anything with plan/waiting to become eligible
for benefits
1 8. combined it with another plan
9. transferred to new employer
10. lost all benefits
11. frozen, or lost some benefits
16 97. other (specify)
1 98. dk (don't know); na (not ascertained)
4 99. rf (refused)
11717 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.w790_updatedz503 = pwjob and secj2.w417_samejobpwandcw = no and
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan in [1, 2] then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w420m2 what happened to pw job plan -2
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].w420_
we'd like to know what has happened to your [plan name/kitchen sink] (plan)
since you left [employer name/your job]. are you receiving regular payments
now, did you leave the money in the account, did you withdraw all or part of the
money, did you convert it to or purchase an annuity, did you roll it over into
an ira, or what?
instr: select all that apply. probe for "anything else?"
web-administered text:
we'd like to know what has happened to your [insert plan name] (plan) since you
left [[employer name]/your job].
instr: select all that apply.
.................................................................................
5 1. receiving regular payments/benefits
9 2. left money in the account
3. withdrew all of the money/received full amount as cash
settlement or lump-sum
4 4. withdrew some of the money
6 5. rolled over into ira
5 6. converted to or purchased an annuity
1 7. haven't done anything with plan/waiting to become eligible
for benefits
8. combined it with another plan
9. transferred to new employer
10. lost all benefits
11. frozen, or lost some benefits
8 97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
12128 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.w790_updatedz503 = pwjob and secj2.w417_samejobpwandcw = no and
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan in [1, 2] then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w420m3 what happened to pw job plan -3
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].w420_
we'd like to know what has happened to your [plan name/kitchen sink] (plan)
since you left [employer name/your job]. are you receiving regular payments
now, did you leave the money in the account, did you withdraw all or part of the
money, did you convert it to or purchase an annuity, did you roll it over into
an ira, or what?
instr: select all that apply. probe for "anything else?"
web-administered text:
we'd like to know what has happened to your [insert plan name] (plan) since you
left [[employer name]/your job].
instr: select all that apply.
.................................................................................
1. receiving regular payments/benefits
1 2. left money in the account
3. withdrew all of the money/received full amount as cash
settlement or lump-sum
1 4. withdrew some of the money
5. rolled over into ira
6. converted to or purchased an annuity
7. haven't done anything with plan/waiting to become eligible
for benefits
8. combined it with another plan
9. transferred to new employer
10. lost all benefits
11. frozen, or lost some benefits
97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
12164 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.w790_updatedz503 = pwjob and secj2.w417_samejobpwandcw = no and
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan in [1, 2] then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w420m4 what happened to pw job plan -4
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].w420_
we'd like to know what has happened to your [plan name/kitchen sink] (plan)
since you left [employer name/your job]. are you receiving regular payments
now, did you leave the money in the account, did you withdraw all or part of the
money, did you convert it to or purchase an annuity, did you roll it over into
an ira, or what?
instr: select all that apply. probe for "anything else?"
web-administered text:
we'd like to know what has happened to your [insert plan name] (plan) since you
left [[employer name]/your job].
instr: select all that apply.
.................................................................................
1 1. receiving regular payments/benefits
2. left money in the account
3. withdrew all of the money/received full amount as cash
settlement or lump-sum
4. withdrew some of the money
5. rolled over into ira
6. converted to or purchased an annuity
7. haven't done anything with plan/waiting to become eligible
for benefits
8. combined it with another plan
9. transferred to new employer
10. lost all benefits
11. frozen, or lost some benefits
97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
12165 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.w790_updatedz503 = pwjob and secj2.w417_samejobpwandcw = no and
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan in [1, 2] then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w420m5 what happened to pw job plan -5
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].w420_
we'd like to know what has happened to your [plan name/kitchen sink] (plan)
since you left [employer name/your job]. are you receiving regular payments
now, did you leave the money in the account, did you withdraw all or part of the
money, did you convert it to or purchase an annuity, did you roll it over into
an ira, or what?
instr: select all that apply. probe for "anything else?"
web-administered text:
we'd like to know what has happened to your [insert plan name] (plan) since you
left [[employer name]/your job].
instr: select all that apply.
.................................................................................
1. receiving regular payments/benefits
2. left money in the account
3. withdrew all of the money/received full amount as cash
settlement or lump-sum
4. withdrew some of the money
5. rolled over into ira
6. converted to or purchased an annuity
7. haven't done anything with plan/waiting to become eligible
for benefits
8. combined it with another plan
9. transferred to new employer
10. lost all benefits
11. frozen, or lost some benefits
97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
12166 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.w790_updatedz503 = pwjob and secj2.w417_samejobpwandcw = no and
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan in [1, 2] then
if not(secj2.askpensiongrid.pensionrow[i].z140_oldpentype_v in [1]) and
not(leftmoney in secj2.pensionfollowup[i].w420_ ) and not(withdrewallmoney in
secj2.pensionfollowup[i].w420_ ) and not(noaction in
secj2.pensionfollowup[i].w420_ ) and not(combinedwithotherplan in
secj2.pensionfollowup[i].w420_ ) and not(transferredtonewemployer in
secj2.pensionfollowup[i].w420_ ) and not(lostbenefits in
secj2.pensionfollowup[i].w420_ ) and secj2.pensionfollowup[i].w420_ <> refusal
then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w458 any money left in plan
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].w458_
(just to be sure), do you have any money left in the [insert plan name] (plan)?
web-administered text:
just to be sure, do you have any money left in the [insert plan name] (plan)?
.................................................................................
94 1. yes
30 5. no
3 8. dk (don't know); na (not ascertained)
1 9. rf (refused)
12038 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if receiving in or receiving in secj2.pensionfollowup[i].w420_ or
secj2.pensionfollowup[i].w426_ = yes then
assign: secj2.pensionfollowup[i].plandisposition.w434_receiving := 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(receiving in piw404_status or receiving in piw420_ or piw426_ = yes)
then
assign: secj2.pensionfollowup[i].plandisposition.w434_receiving := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w434 plan status-receiving regular benefits
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w434_receiving
.................................................................................
1831 1. yes
6495 5. no
3840 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if leftmoney in secj2.pensionfollowup[i].w420_ then
assign: secj2.pensionfollowup[i].plandisposition.w435_leftmoney := 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(leftmoney in piw420_) then
assign: secj2.pensionfollowup[i].plandisposition.w435_leftmoney := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w435 plan status-left money in the account
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w435_leftmoney
.................................................................................
205 1. yes
8121 5. no
3840 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if withdrewthemoney in or withdrewallmoney in secj2.pensionfollowup[i].w420_
then
assign: secj2.pensionfollowup[i].plandisposition.w436_withdrewallmoney := 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(withdrewthemoney in piw404_status or withdrewallmoney in piw420_) then
assign: secj2.pensionfollowup[i].plandisposition.w436_withdrewallmoney := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w436 plan status-withdrew all money
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w436_withdrewallmoney
.................................................................................
223 1. yes
8103 5. no
3840 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if withdrewsomemoney in or withdrewsomemoney in secj2.pensionfollowup[i].w420_
or receivedpayments in secj2.pensionfollowup[i].w427_ or withdrewmoney in
secj2.pensionfollowup[i].w427_ then
assign: secj2.pensionfollowup[i].plandisposition.w437_withdrewsomemoney :=
'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(withdrewsomemoney in piw404_status or withdrewsomemoney in piw420_ or
receivedpayments in piw427_ or withdrewmoney in piw427_) then
assign: secj2.pensionfollowup[i].plandisposition.w437_withdrewsomemoney := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w437 plan status-withdrew some money
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w437_withdrewsomemoney
.................................................................................
571 1. yes
7755 5. no
3840 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if rolledoverintoira in or rolledoverintoira in secj2.pensionfollowup[i].w420_
or rolledover in secj2.pensionfollowup[i].w427_ then
assign: secj2.pensionfollowup[i].plandisposition.w439_rolledoverintoira :=
'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(rolledoverintoira in piw404_status or rolledoverintoira in piw420_ or
rolledover in piw427_) then
assign: secj2.pensionfollowup[i].plandisposition.w439_rolledoverintoira := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w439 plan status-rolled into ira
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w439_rolledoverintoira
.................................................................................
563 1. yes
7763 5. no
3840 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if converttoannuity in or converttoannuity in secj2.pensionfollowup[i].w420_
then
assign: secj2.pensionfollowup[i].plandisposition.w440_converttoannuity := 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(converttoannuity in piw404_status or converttoannuity in piw420_) then
assign: secj2.pensionfollowup[i].plandisposition.w440_converttoannuity := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w440 plan status-converted to annuity
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w440_converttoannuity
.................................................................................
27 1. yes
8299 5. no
3840 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if noaction in secj2.pensionfollowup[i].w420_ then
assign: secj2.pensionfollowup[i].plandisposition.w441_noaction := 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(noaction in piw420_) then
assign: secj2.pensionfollowup[i].plandisposition.w441_noaction := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w441 plan status-did nothing with plan yet
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w441_noaction
.................................................................................
15 1. yes
8311 5. no
3840 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if combinedwithotherplan in or combinedwithotherplan in
secj2.pensionfollowup[i].w420_ then
assign: secj2.pensionfollowup[i].plandisposition.w443_combinedwithotherplan :=
'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(combinedwithotherplan in piw404_status or combinedwithotherplan in
piw420_) then
assign: secj2.pensionfollowup[i].plandisposition.w443_combinedwithotherplan :=
'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w443 plan status-combined with other plan
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w443_combinedwithotherplan
.................................................................................
56 1. yes
8270 5. no
3840 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if transferredtonewemployer in or transferredtonewemployer in
secj2.pensionfollowup[i].w420_ then
assign: secj2.pensionfollowup[i].plandisposition.w444_transferredtonewemployer
:= 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(transferredtonewemployer in piw404_status or transferredtonewemployer in
piw420_) then
assign: secj2.pensionfollowup[i].plandisposition.w444_transferredtonewemployer
:= 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w444 plan status-tranfer to new employer
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w444_transferredtonewemployer
.................................................................................
19 1. yes
8307 5. no
3840 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if lostbenefits in or lostbenefits in secj2.pensionfollowup[i].w420_ then
assign: secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits := 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(lostbenefits in piw404_status or lostbenefits in piw420_) then
assign: secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w445 plan status-lost all benefits
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w445_lostallbenefits
.................................................................................
1. yes
8326 5. no
3840 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if frozen in then
assign: secj2.pensionfollowup[i].plandisposition.w446_frozenorlostsomebenefits
:= 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(frozen in piw404_status) then
assign: secj2.pensionfollowup[i].plandisposition.w446_frozenorlostsomebenefits
:= 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w446 plan status-frozen/lost some benefits
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w446_frozenorlostsomebenefits
.................................................................................
3 1. yes
8323 5. no
3840 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if other in or otherspecify in secj2.pensionfollowup[i].w420_ then
assign: secj2.pensionfollowup[i].plandisposition.w447_other := 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(other in piw404_status or otherspecify in piw420_) then
assign: secj2.pensionfollowup[i].plandisposition.w447_other := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w447 plan status-did something else with plan
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w447_other
.................................................................................
133 1. yes
8193 5. no
3840 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if piw404_status = dontknow or secj2.pensionfollowup[i].w420_ = dontknow then
assign: secj2.pensionfollowup[i].plandisposition.w448_dontknow := 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(piw404_status = dontknow or piw420_ = dontknow) then
assign: secj2.pensionfollowup[i].plandisposition.w448_dontknow := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w448 plan status-dk what happened to plan
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w448_dontknow
.................................................................................
1 1. yes
8325 5. no
3840 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if piw404_status = refusal or secj2.pensionfollowup[i].w420_ = refusal then
assign: secj2.pensionfollowup[i].plandisposition.w449_refusal := 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(piw404_status = refusal or piw420_ = refusal) then
assign: secj2.pensionfollowup[i].plandisposition.w449_refusal := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w449 plan status-rf what happened to plan
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w449_refusal
.................................................................................
1. yes
8326 5. no
3840 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if withdrewthemoney in or combinedwithotherplan in or
transferredtonewemployer in or rolledoverintoira in or converttoannuity in
or receiving in then
assign: secj2.pensionfollowup[i].plandisposition.w451_dead := 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if (leftmoney in secj2.pensionfollowup[i].w420_ or withdrewsomemoney in
secj2.pensionfollowup[i].w420_ or noaction in secj2.pensionfollowup[i].w420_ or
frozen in secj2.pensionfollowup[i].w420_ or otherspecify in
secj2.pensionfollowup[i].w420_ or secj2.pensionfollowup[i].w420_ = dontknow)
and secj2.pensionfollowup[i].w458_ <> no then
assign: secj2.pensionfollowup[i].plandisposition.w451_dead := 'no'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if secj2.pensionfollowup[i].w420_ <> empty then
assign: secj2.pensionfollowup[i].plandisposition.w451_dead := 'yes'
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].w419_ <> empty then
if secj2.pensionfollowup[i].w420_ <> refusal then
if not(piw420_ <> empty) then
assign: secj2.pensionfollowup[i].plandisposition.w451_dead := 'no'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w451 plan status
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].plandisposition.w451_dead
user note: plans will be assigned active (w451=5) or dead (w451=1) based on
their status for the purpose of controlling which follow-up questions will be
asked. if both an active and a dead status code are chosen, plan will be
considered active, with the exception that if they report there is no money left
in the plan (w458=5), the plan will be considered dead.
.................................................................................
778 1. yes
7548 5. no
3840 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].plandisposition.w443_combinedwithotherplan = yes or
secj2.pensionfollowup[i].plandisposition.w444_transferredtonewemployer = yes
then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w422 plan trans to-combined with
section: j2 level: pension type: character width: 3 decimals: 0
ref: secj2.pensionfollowup[1].combinedplans.w422_
you told us earlier that you had [combined/transferred] this plan [with some
other plan/to a new employer]. which plan is that in now?
instr: if you've just added this plan because it was 'not on list' before,
please select the correct plan now.
.................................................................................
42 101-110. pension id number
1 996. ira: specify
25 997. not on list
1 998. dk (don't know); na (not ascertained)
3 999. rf (refused)
12094 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].plandisposition.w443_combinedwithotherplan = yes or
secj2.pensionfollowup[i].plandisposition.w444_transferredtonewemployer = yes
then
if secj2.pensionfollowup[i].combinedplans.w422_ = notonlist then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w424 not on list - is ira or from employer
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].combinedplans.w424_
is this plan associated with an employer of yours?
.................................................................................
3 1. yes
22 5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
12141 blank. inap (inapplicable); partial interview
j2962 included in plan - 1
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].yearsinplan.j962_
[have you been/were you] included in this plan since you started the job?
.................................................................................
2013 1. yes
704 5. no
17 8. dk (don't know); na (not ascertained)
15 9. rf (refused)
9417 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].yearsinplan.j962_
if secj2.pensionfollowup[i].yearsinplan.j962_ <> yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2352 years in plan
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].yearsinplan.j352
for how many years altogether [have you been/were you] included in this plan?
instr: if less than a year, enter '1' year.
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
691 0 45 7.75 8.39 11435
-----------------------------------------------------------------
22 98. dk (don't know); na (not ascertained)
18 99. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].plandisposition.w451_dead = no then
if secj2.askpensiongrid.pensionrow[i].w401_anyother = yes or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan in [1, 2] then
if secj2.pensionfollowup[i].w452_pensionfromnewjoborsamejobaspw = yes and
(rvars.z276_pensionsconfirmed <> yes or
secj2.askpensiongrid.pensionrow[i].z505_pensionid = empty) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2850 given choice-automatic enroll
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].plantype.j850_
[(/]in some cases, workers who want to participate in their retirement plan have
to sign up for the plan. in other cases, workers are automatically enrolled and
if they don't want to participate they have to withdraw from the plan.[/)]
[did you have to sign up for your [insert plan name] (plan) or were you
automatically enrolled?/which [is/was] it with your [insert plan name] (plan)?]
web-administered text:
in some cases, workers who want to participate in their retirement plan have to
sign up for the plan. in other cases, workers are automatically enrolled and if
they don't want to participate they have to withdraw from the plan.[/)]
[did you have to sign up for your [insert plan name] (plan) or were you
automatically enrolled?/which [is/was] it with your [insert plan name] (plan)?]
.................................................................................
1217 1. have to sign up
920 3. automatically enrolled
32 8. dk (don't know); na (not ascertained)
7 9. rf (refused)
9990 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].plandisposition.w451_dead = no then
if secj2.askpensiongrid.pensionrow[i].w401_anyother = yes or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan in [1, 2] then
if (rvars.z276_pensionsconfirmed <> yes or
secj2.askpensiongrid.pensionrow[i].z505_pensionid = empty) and
secj2.pensionfollowup[i].plandisposition.w435_leftmoney <> yes and
secj2.pensionfollowup[i].plandisposition.w437_withdrewsomemoney <> yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2338 pension plan type-db or dc
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].plantype.j338a
(some retirement plans base benefits on a formula involving age, years of
service and salary, often called a defined benefit plan. some plans base
benefits on how much money has accumulated in a person's retirement account,
often called a defined contribution plan. other plans use both ways of setting
benefits.)
[is this [insert plan name] (plan) a defined benefit formula type or a defined
contribution account type plan?/what type of plan is your [insert plan name]
(plan)?]
instr: read as necessary: defined contribution plans include 401-k, 403-b, esop,
sra, thrift/savings, stock/profit sharing, and money purchase plans.
web-administered text:
some retirement plans base benefits on a formula involving age, years of service
and salary, often called a defined benefit plan. some plans base benefits on how
much money has accumulated in a person's retirement account, often called a
defined contribution plan. other plans use both ways of setting benefits.
[is this [insert plan name] (plan) a defined benefit formula type or a defined
contribution account type plan?/what type of plan is your [insert plan name]
(plan)?]
instr: defined contribution plans include 401-k, 403-b, esop, sra,
thrift/savings, stock/profit sharing, and money purchase plans.
.................................................................................
949 1. defined benefit (formula)
1711 2. defined contribution (account)
292 3. both types
327 8. dk (don't know); na (not ascertained)
51 9. rf (refused)
8836 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].plandisposition.w451_dead = no then
if secj2.askpensiongrid.pensionrow[i].w401_anyother = yes or
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan in [1, 2] then
if secj2.w790_updatedz503 = pwjob and secj2.w417_samejobpwandcw = yes and
secj2.askpensiongrid.pensionrow[i].z505_pensionid <> empty then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2945 pension rules changed
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].plantype.j945_pensionchgd
have the rules that govern your [insert plan name] changed [since [prev wave iw
month] [prev wave iw year]/since [prev wave iw year]/in the last two years]?
.................................................................................
111 1. yes
1693 5. no
29 8. dk (don't know); na (not ascertained)
2 9. rf (refused)
10331 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plantype.j945_pensionchgd
if secj2.pensionfollowup[i].plantype.j945_pensionchgd = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w429m1 how pension rules changed -1
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].plantype.w429_
how have the rules changed - have the contribution levels changed, have the
rules for age or years of service changed, has the benefits formula changed, or
what?
instr: select all that apply
.................................................................................
27 1. [r's contribution level changed/my contribution levels
changed]
11 2. required age or years of service changed
36 3. benefits formula changed
4. benefits frozen
14 5. employer contribution or match rate changed
16 7. other (specify)
6 8. dk (don't know); na (not ascertained)
9. rf (refused)
12056 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plantype.j945_pensionchgd
if secj2.pensionfollowup[i].plantype.j945_pensionchgd = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w429m2 how pension rules changed -2
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].plantype.w429_
how have the rules changed - have the contribution levels changed, have the
rules for age or years of service changed, has the benefits formula changed, or
what?
instr: select all that apply
.................................................................................
6 1. [r's contribution level changed/my contribution levels
changed]
9 2. required age or years of service changed
3 3. benefits formula changed
4. benefits frozen
3 5. employer contribution or match rate changed
5 7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
12140 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plantype.j945_pensionchgd
if secj2.pensionfollowup[i].plantype.j945_pensionchgd = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w429m3 how pension rules changed -3
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].plantype.w429_
how have the rules changed - have the contribution levels changed, have the
rules for age or years of service changed, has the benefits formula changed, or
what?
instr: select all that apply
.................................................................................
1 1. [r's contribution level changed/my contribution levels
changed]
2. required age or years of service changed
4 3. benefits formula changed
4. benefits frozen
1 5. employer contribution or match rate changed
7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
12160 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plantype.j945_pensionchgd
if secj2.pensionfollowup[i].plantype.j945_pensionchgd = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w429m4 how pension rules changed -4
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].plantype.w429_
how have the rules changed - have the contribution levels changed, have the
rules for age or years of service changed, has the benefits formula changed, or
what?
instr: select all that apply
.................................................................................
1. [r's contribution level changed/my contribution levels
changed]
2. required age or years of service changed
1 3. benefits formula changed
4. benefits frozen
5. employer contribution or match rate changed
7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
12165 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plantype.j945_pensionchgd
if secj2.pensionfollowup[i].plantype.j945_pensionchgd = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w429m5 how pension rules changed -5
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].plantype.w429_
how have the rules changed - have the contribution levels changed, have the
rules for age or years of service changed, has the benefits formula changed, or
what?
instr: select all that apply
.................................................................................
1. [r's contribution level changed/my contribution levels
changed]
2. required age or years of service changed
3. benefits formula changed
4. benefits frozen
5. employer contribution or match rate changed
7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
12166 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].plandisposition.w451_dead = no then
if (secj2.pensionfollowup[i].w425_ = empty or secj2.pensionfollowup[i].w425_ =
assignedyes) and (secj2.pensionfollowup[i].plantype.j338a = typebaccount or
secj2.pensionfollowup[i].plantype.j338a = bthab or
secj2.pensionfollowup[i].plandisposition.w435_leftmoney = yes or
secj2.pensionfollowup[i].w458_ = yes) then
assign: secj2.pensionfollowup[i].w425_ := 'assignedyes'
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].plandisposition.w451_dead = no then
if not((secj2.pensionfollowup[i].w425_ = empty or
secj2.pensionfollowup[i].w425_ = assignedyes) and (plantype.j338a =
typebaccount or plantype.j338a = bthab or plandisposition.w435_leftmoney = yes
or w458_ = yes)) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w425 money in account
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].w425_
does your [insert plan name] (plan) have money in an account in your name?
.................................................................................
4350 1. yes
2234 2. assigned yes
716 5. no
161 8. dk (don't know); na (not ascertained)
52 9. rf (refused)
4653 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].plandisposition.w451_dead = no then
if secj2.pensionfollowup[i].w425_ = yes or secj2.pensionfollowup[i].w425_ =
assignedyes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w009 amount in pension now
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w009a
how much is in the [insert plan name] account now?
instr: if r mentions having loans against the account, include these in the
total
instr: if r no longer has an account or has no money left in it, enter 0
instr: do not probe dk/rf
amount:
web-administered text:
how much is in the [insert plan name] account now?
instr: please include loans against the account in the total.
instr: if you no longer have an account or have no money left in it, enter "0".
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
3869 0 30000000 160882.92 584357.43 5796
-----------------------------------------------------------------
2084 99999998. dk (don't know); na (not ascertained)
417 99999999. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[].accountbalances.w009a
if secj2.pensionfollowup[i].accountbalances.w009a <> specialanswer then
if secj2.pensionfollowup[i].w425_ = assignedyes and
secj2.pensionfollowup[i].accountbalances.w009a = 0 then
if activemode = 'iweradmin' then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w455 zero amount in pension now
section: j2 level: pension type: numeric width: 1 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w455a
instr: r previously indicated having an account type plan, but in the
immediately prior question entered 0 as the amount in the account. if this is
correct, enter 1 to continue. if not, back up and correct the amount.
user note: interviewer-administered item.
.................................................................................
31 1. continue
12135 blank. inap (inapplicable); partial interview
j2w010 amount in pension now - min
section: j2 level: pension type: numeric width: 6 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w010a
(thinking about how much is in that account now):
did it amount to less than ____ , more than ____ , or what?
procedures: 2up1down, 1up2down
breakpoints: $10000, $50000, $100000, $250000
random entry points: $20000, $50000
entry point assignment: 1 or {not 1} at x504
order of entry point assignments and procedures correspond
web-admininstered text:
thinking about how much is in that account now:
did it amount to less than ____ , more than ____ , or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
1364 0. value of breakpoint
48 10000. value of breakpoint
421 10001. value of breakpoint
54 50000. value of breakpoint
308 50001. value of breakpoint
38 100000. value of breakpoint
254 100001. value of breakpoint
24 250000. value of breakpoint
188 250001. value of breakpoint
9467 blank. inap (inapplicable); partial interview
j2w011 amount in pension now - max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w011a
*
.................................................................................
298 9999. value of breakpoint
48 10000. value of breakpoint
503 49999. value of breakpoint
54 50000. value of breakpoint
338 99999. value of breakpoint
38 100000. value of breakpoint
193 249999. value of breakpoint
24 250000. value of breakpoint
1203 99999996. greater than maximum breakpoint
9467 blank. inap (inapplicable); partial interview
j2w012 amount in pension now - result
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w012a
*
.................................................................................
256 0. no breakpoint values given during interview
20 97. data not available
657 98. dk (don't know); na (not ascertained)
261 99. rf (refused)
10972 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].accountbalances.w009a
if secj2.pensionfollowup[i].accountbalances.w009a = specialanswer or
secj2.pensionfollowup[i].accountbalances.w009a = empty then
if secj2.w790_updatedz503 = pwjob and secj2.w417_samejobpwandcw = no then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w002 amount in pension when left
section: j2 level: pension type: numeric width: 6 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w002a
how much money was in your account when you left that [business/employer]?
instr: do not probe dk/rf
amount:
web-administered text:
how much money was in your account when you left that [business/employer]?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
14 1500 750000 117750.00 209297.06 12077
-----------------------------------------------------------------
3 999996. still working for this employer
48 999998. dk (don't know); na (not ascertained)
24 999999. rf (refused)
j2w003 amount in pension when left - min
section: j2 level: pension type: numeric width: 6 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w003a
(thinking about how much money was in your account when you left that
[business/employer]):
does it amount to less than $____ , more than $____ , or what?
procedures: 2up1down, 1up2down
breakpoints: $10,000, $50,000, $100,000, $250,000
random entry points: $50,000, $100,000
entry point assignment: 1 or {not 1} at x503
order of entry point assignments and procedures correspond
web-admininstered text:
thinking about how much money was in your account when you left that
[business/employer]:
does it amount to less than $____ , more than $____ , or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
46 0. value of breakpoint
10 10001. value of breakpoint
7 50001. value of breakpoint
2 100000. value of breakpoint
9 100001. value of breakpoint
1 250000. value of breakpoint
3 250001. value of breakpoint
12088 blank. inap (inapplicable); partial interview
j2w004 amount in pension when left - max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w004a
*
.................................................................................
5 9999. value of breakpoint
15 49999. value of breakpoint
7 99999. value of breakpoint
2 100000. value of breakpoint
8 249999. value of breakpoint
1 250000. value of breakpoint
40 99999996. greater than maximum breakpoint
12088 blank. inap (inapplicable); partial interview
j2w005 amount in pension when left - result
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w005a
*
.................................................................................
12 0. no breakpoint values given during interview
3 97. data not available
13 98. dk (don't know); na (not ascertained)
19 99. rf (refused)
12119 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].accountbalances.w002a
if secj2.askpensiongrid.pensionrow[i].w401_anyother = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2801 receive quarterly report
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.j801a
do you receive a quarterly report indicating how much money is in your account?
.................................................................................
11 1. yes
6 5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
12149 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].accountbalances.w009a
if secj2.pensionfollowup[i].accountbalances.w009a = specialanswer or
secj2.pensionfollowup[i].accountbalances.w009a = empty then
if secj2.pensionfollowup[i].w452_pensionfromnewjoborsamejobaspw = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w431 allowed to borrow from account
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w431_
can you borrow against the account?
.................................................................................
573 1. yes
520 5. no
108 8. dk (don't know); na (not ascertained)
6 9. rf (refused)
10959 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].accountbalances.w431_
if secj2.pensionfollowup[i].accountbalances.w431_ = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w432 have loan against account now
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w432_
do you currently have a loan against the account?
.................................................................................
77 1. yes
486 5. no
3 8. dk (don't know); na (not ascertained)
5 9. rf (refused)
11595 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].accountbalances.w432_
if secj2.pensionfollowup[i].accountbalances.w432_ = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w433 amount of loan balance
section: j2 level: pension type: numeric width: 5 decimals: 0
ref: secj2.pensionfollowup[1].accountbalances.w433_
what is the amount of the loan balance?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
74 100 99999 31349.97 41632.01 12092
-----------------------------------------------------------------
99998. dk (don't know); na (not ascertained)
99999. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[].accountbalances
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 then
if secj2.pensionfollowup[i].w452_pensionfromnewjoborsamejobaspw = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2881 r contribute to plan
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j881_
do you make any contributions toward your [insert plan name] (plan)?
.................................................................................
2618 1. yes
754 5. no
18 8. dk (don't know); na (not ascertained)
6 9. rf (refused)
8770 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].contributions.j881_
if secj2.pensionfollowup[i].contributions.j881_ = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2404 form of own contribution
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j404a
how much do you currently contribute to this plan, either as a percent of your
pay or as an amount of money per month or year?
(first, please indicate if you'd like to report this as a percentage of pay or
an amount per month or year, then the next question will ask for the value.)
instr: include contributions through salary deductions, union dues or other
sources.
web-admininstered text:
how much do you currently contribute to this plan?
first, please indicate if you'd like to report this as a percentage of pay or an
amount per month or year, then the next question will ask for the value.
instr: include contributions through salary deductions, union dues or other
sources.
.................................................................................
1737 1. percent of pay
476 3. amount per month
153 4. amount per year
132 5. amount every two weeks
67 8. dk (don't know); na (not ascertained)
48 9. rf (refused)
9553 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].contributions.j404a
if secj2.pensionfollowup[i].contributions.j404a = percentofpay or
secj2.pensionfollowup[i].contributions.j404a = specialanswer then
if secj2.pensionfollowup[i].contributions.j404a = dontknow then
assign: secj2.pensionfollowup[i].contributions.j405a := dontknow
{previous ask} secj2.pensionfollowup[].contributions.j404a
if secj2.pensionfollowup[i].contributions.j404a = percentofpay or
secj2.pensionfollowup[i].contributions.j404a = specialanswer then
if secj2.pensionfollowup[i].contributions.j404a = refusal then
assign: secj2.pensionfollowup[i].contributions.j405a := refusal
{previous ask} secj2.pensionfollowup[].contributions.j404a
if secj2.pensionfollowup[i].contributions.j404a = percentofpay or
secj2.pensionfollowup[i].contributions.j404a = specialanswer then
if not(j404a = refusal) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2405 pct-own contribution
section: j2 level: pension type: numeric width: 3 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j405a
(what percent of your pay do you contribute?)
instr: do not probe dk/rf
web-administered text:
what percent of your pay do you contribute?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
1594 1 100 8.33 7.65 10326
-----------------------------------------------------------------
187 998. dk (don't know); na (not ascertained)
59 999. rf (refused)
j2809 pct-own contribution - min
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j809a
(thinking about how much you currently contribute to this plan):
is it less than ___ percent, more than ___ percent, or what?
procedures: 2up1downpercent, 1up2downpercent
breakpoints: 3%, 6%, 9%, 12%
random entry points: 6, 9%
entry point assignment: 1 or {not 1} at x501
web-admininstered text:
thinking about how much you currently contribute to this plan:
is it less than ___ percent, more than ___ percent, or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
163 0. value of breakpoint
11 3. value of breakpoint
18 4. value of breakpoint
18 6. value of breakpoint
17 7. value of breakpoint
5 9. value of breakpoint
19 10. value of breakpoint
2 12. value of breakpoint
4 13. value of breakpoint
11909 blank. inap (inapplicable); partial interview
j2810 pct-own contribution - max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j810a
*
.................................................................................
6 2. value of breakpoint
11 3. value of breakpoint
28 5. value of breakpoint
18 6. value of breakpoint
23 8. value of breakpoint
5 9. value of breakpoint
17 11. value of breakpoint
2 12. value of breakpoint
147 99999996. greater than maximum breakpoint
11909 blank. inap (inapplicable); partial interview
j2811 pct-own contribution - result
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j811a
*
.................................................................................
26 0. no breakpoint values given during interview
1 97. data not available
82 98. dk (don't know); na (not ascertained)
54 99. rf (refused)
12003 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].contributions.j404a
if secj2.pensionfollowup[i].contributions.j404a = amtofmoney_month or
secj2.pensionfollowup[i].contributions.j404a = amtofmoney_year or
secj2.pensionfollowup[i].contributions.j404a = amtofmoney_2weeks then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2406 amt-own contribution
section: j2 level: pension type: numeric width: 6 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j406a
how much do you contribute [per month/per year/every 2 weeks]?
instr: do not probe dk/rf
web-administered text:
how much do you contribute [per month/per year/every 2 weeks]?
.................................................................................
715 0-250000. actual value
32 999998. dk (don't know); na (not ascertained)
6 999999. rf (refused)
11413 blank. inap (inapplicable); partial interview
j2407 amt-own contribution - min
section: j2 level: pension type: numeric width: 5 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j407_
(thinking about how much you currently contribute to this plan):
does it amount to less than $____ , more than $____ , or what?
procedures: 2up1down, 1up2down
breakpoints: $750, $2,000, $5,000, $10,000
random entry points: $2,000, $5,000
entry point assignment: 1 or {not 1} at x502
web-admininstered text:
thinking about how much you currently contribute to this plan:
does it amount to less than $____ , more than $____ , or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
19 0. value of breakpoint
1 750. value of breakpoint
4 751. value of breakpoint
1 2000. value of breakpoint
7 2001. value of breakpoint
1 5000. value of breakpoint
6 5001. value of breakpoint
6 10001. value of breakpoint
12121 blank. inap (inapplicable); partial interview
j2408 amt-own contribution - max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j408_
*
.................................................................................
3 749. value of breakpoint
1 750. value of breakpoint
5 1999. value of breakpoint
1 2000. value of breakpoint
6 4999. value of breakpoint
1 5000. value of breakpoint
5 9999. value of breakpoint
23 99999996. greater than maximum breakpoint
12121 blank. inap (inapplicable); partial interview
j2409 amt-own contribution - result
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j409_
*
.................................................................................
5 0. no breakpoint values given during interview
3 97. data not available
8 98. dk (don't know); na (not ascertained)
6 99. rf (refused)
12144 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].contributions.j881_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2878 form of employer contribution
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j878
does your [business/employer] make any contributions to your [insert plan name]
(plan)?
.................................................................................
2514 1. yes
829 5. no
39 8. dk (don't know); na (not ascertained)
13 9. rf (refused)
8771 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].contributions.j881_
if secj2.pensionfollowup[i].contributions.j878 = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2396 form of employer contribution
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j396a
how much does your [business/employer] currently contribute, as a percent of
your pay, or as an amount of money per month or year?
(first, please indicate if you'd like to report this as a percentage of pay or
an amount per month or year, then the next question will ask for the value.)
web-administered text:
how much does your [business/employer] currently contribute?
first, please indicate if you'd like to report this as a percentage of pay or an
amount per month or year, then the next question will ask for the value.
.................................................................................
1646 1. percent of pay
154 3. amount per month
140 4. amount per year
25 5. amount every 2 weeks
216 6. [[vol] same as my contribution/same as my contribution]
47 7. [[vol] half of my contribution/half of my contribution]
222 8. dk (don't know); na (not ascertained)
35 9. rf (refused)
9681 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].contributions.j396a
if secj2.pensionfollowup[i].contributions.j396a = percentofpay or
secj2.pensionfollowup[i].contributions.j396a = specialanswer then
if secj2.pensionfollowup[i].contributions.j396a = dontknow then
assign: secj2.pensionfollowup[i].contributions.j397a := dontknow
{previous ask} secj2.pensionfollowup[].contributions.j396a
if secj2.pensionfollowup[i].contributions.j396a = percentofpay or
secj2.pensionfollowup[i].contributions.j396a = specialanswer then
if secj2.pensionfollowup[i].contributions.j396a = refusal then
assign: secj2.pensionfollowup[i].contributions.j397a := refusal
{previous ask} secj2.pensionfollowup[].contributions.j396a
if secj2.pensionfollowup[i].contributions.j396a = percentofpay or
secj2.pensionfollowup[i].contributions.j396a = specialanswer then
if not(j396a = refusal) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2397 pct-employer contribution
section: j2 level: pension type: numeric width: 3 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j397a
(what percent of your pay does your [business/employer] contribute?)
instr: do not probe dk/rf.
web-administered text:
what percent of your pay does your [business/employer] contribute?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
1451 1 100 6.62 10.36 10281
-----------------------------------------------------------------
387 998. dk (don't know); na (not ascertained)
47 999. rf (refused)
j2806 emp contribution lt/gt 5 pct-min
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j806a
(thinking about the percent of your pay your [business/employer] currently
contributes):
is it less than ___ percent, more than ___ percent, or what?
procedures: 2up1down, 1up2down
breakpoints: 3%, 6%, 9%, 12%
random entry points: 6%, 9%
entry point assignment: 1 or {not 1} at x509
web-admininstered text:
thinking about the percent of your pay your [business/employer] currently
contributes:
is it less than ___ percent, more than ___ percent, or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
298 0. value of breakpoint
26 3. value of breakpoint
40 4. value of breakpoint
22 6. value of breakpoint
26 7. value of breakpoint
3 9. value of breakpoint
19 10. value of breakpoint
4 12. value of breakpoint
14 13. value of breakpoint
11714 blank. inap (inapplicable); partial interview
j2807 emp contribution lt/gt 5 pct-max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j807a
*
.................................................................................
33 2. value of breakpoint
26 3. value of breakpoint
65 5. value of breakpoint
22 6. value of breakpoint
41 8. value of breakpoint
3 9. value of breakpoint
16 11. value of breakpoint
4 12. value of breakpoint
242 99999996. greater than maximum breakpoint
11714 blank. inap (inapplicable); partial interview
j2808 emp contribution lt/gt 5 pct-result
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j808a
*
.................................................................................
40 0. no breakpoint values given during interview
186 98. dk (don't know); na (not ascertained)
43 99. rf (refused)
11897 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].contributions.j396a
if secj2.pensionfollowup[i].contributions.j396a = amtofmoney_year or
secj2.pensionfollowup[i].contributions.j396a = amtofmoney_month or
secj2.pensionfollowup[i].contributions.j396a = amtofmoney_2weeks then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2398 amt-employer contribution
section: j2 level: pension type: numeric width: 6 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j398a
( how much is your [business/employer] contributing [per month/per year/every 2
weeks]?)
instr: do not probe dk/rf
web-administered text:
how much is your [business/employer] contributing [per month/per year/every 2
weeks]?
.................................................................................
238 2-400000. actual value
70 999998. dk (don't know); na (not ascertained)
2 999999. rf (refused)
11856 blank. inap (inapplicable); partial interview
j2399 amt employer contribution - min
section: j2 level: pension type: numeric width: 5 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j399_
(thinking about how much your [business/employer] currently contributes):
does it amount to less than $____ per year, more than $____ per year, or what?
procedures: 2up1down, 1up2down
breakpoints: $1,500, $5,000, $10,000, $30,000
random entry points: $5,000, $10,000
entry point assignment: 1 or {not 1} at x510
order of entry point assignments and procedures correspond
web-admininstered text:
thinking about how much your [business/employer] currently contributes:
does it amount to less than $____ per year, more than $____ per year, or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
33 0. value of breakpoint
5 1500. value of breakpoint
13 1501. value of breakpoint
7 5000. value of breakpoint
6 5001. value of breakpoint
2 10000. value of breakpoint
7 10001. value of breakpoint
3 30001. value of breakpoint
12090 blank. inap (inapplicable); partial interview
j2400 amt employer contribution - max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j400_
*
.................................................................................
13 1499. value of breakpoint
5 1500. value of breakpoint
15 4999. value of breakpoint
7 5000. value of breakpoint
7 9999. value of breakpoint
2 10000. value of breakpoint
7 29999. value of breakpoint
20 99999996. greater than maximum breakpoint
12090 blank. inap (inapplicable); partial interview
j2401 amt employer contribution - result
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j401_
*
.................................................................................
5 0. no breakpoint values given during interview
5 97. data not available
13 98. dk (don't know); na (not ascertained)
2 99. rf (refused)
12141 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].contributions.j881_
if secj2.pensionfollowup[i].contributions.j878 <> yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2938 employer contribute if r contribute
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].contributions.j938_
[if you increased your contribution,/if you were to start to contribute and
contributed a sufficient amount,] would your [business/employer] begin
contributing to this plan?
.................................................................................
86 1. yes
743 5. no
41 8. dk (don't know); na (not ascertained)
12 9. rf (refused)
11284 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].accountbalances
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2812 pct invested- in stocks
section: j2 level: pension type: numeric width: 3 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j812a
about what percent of this account balance is in stocks or stock mutual funds?
instr: do not probe dk/rf
1-100 percent
percent:
web-administered text:
about what percent of this account balance is in stocks or stock mutual funds?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
4054 0 100 55.25 41.95 5878
-----------------------------------------------------------------
2110 998. dk (don't know); na (not ascertained)
124 999. rf (refused)
j2813 pct invested- in stocks-min
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j813a
(thinking about the percent in stocks or stock mutual funds):
is it less than ___ percent, more than ___ percent, or what?
procedures: 2up1down, 1up2down
breakpoints: 20%, 40%, 60%, 80%
random entry points: 40%, 60%
entry point assignment: 1 or {not 1} at x501
web-admininstered text:
thinking about the percent in stocks or stock mutual funds:
is it less than ___ percent, more than ___ percent, or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
1879 0. value of breakpoint
53 20. value of breakpoint
123 21. value of breakpoint
67 40. value of breakpoint
134 41. value of breakpoint
47 60. value of breakpoint
98 61. value of breakpoint
9 80. value of breakpoint
49 81. value of breakpoint
9707 blank. inap (inapplicable); partial interview
j2814 pct invested- in stocks-max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j814a
*
.................................................................................
116 19. value of breakpoint
53 20. value of breakpoint
162 39. value of breakpoint
67 40. value of breakpoint
144 59. value of breakpoint
47 60. value of breakpoint
78 79. value of breakpoint
9 80. value of breakpoint
1783 99999996. greater than maximum breakpoint
9707 blank. inap (inapplicable); partial interview
j2815 pct invested- in stocks-result
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j815a
*
.................................................................................
283 0. no breakpoint values given during interview
1406 98. dk (don't know); na (not ascertained)
115 99. rf (refused)
10362 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].investmentchoices.j812a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2417 able to choose investment options
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j417a
are you able to choose how any of the money in your [insert plan name] (plan) is
invested?
.................................................................................
3665 1. yes
27 3. [only the share r contributes/only the share i contribute]
2567 5. no
6 6. iwer-admin: [vol]no, it's in a target or lifecycle fund
162 8. dk (don't know); na (not ascertained)
35 9. rf (refused)
5704 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].investmentchoices.j812a
if secj2.pensionfollowup[i].investmentchoices.j417a = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2939 able to choose all or some options
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j939_
are you able to choose how all of the money in this plan is invested, some of
it, or a little of it?
.................................................................................
2986 1. all
513 2. some
99 3. a little
6 6. (vol) i can control my share, but not my employer's
[iwer-administered only]
51 8. dk (don't know); na (not ascertained)
8 9. rf (refused)
8503 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].investmentchoices.j812a
if secj2.askpensiongrid.pensionrow[i].z505_pensionid <> empty and
(secj2.pensionfollowup[i].investmentchoices.j417a = yes or
secj2.pensionfollowup[i].investmentchoices.j417a = onlyownshare) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2660 changed allocations
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j660_
have you changed the way your balance is invested [since [prev iw month prev iw
year /since [prev iw year])/in the last two years]?
.................................................................................
411 1. yes
1809 5. no
13 8. dk (don't know); na (not ascertained)
5 9. rf (refused)
9928 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].investmentchoices.j660_
if secj2.pensionfollowup[i].investmentchoices.j660_ = yes or
secj2.pensionfollowup[i].investmentchoices.j660_ = no and
rvars.z276_pensionsconfirmed <> yes then
if secj2.pensionfollowup[i].investmentchoices.j660_ <> yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2661 ever changed allocations
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j661_
have you ever changed how your balance is invested?
.................................................................................
118 1. yes
177 5. no
37 8. dk (don't know); na (not ascertained)
9. rf (refused)
11834 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].investmentchoices.j660_
if secj2.pensionfollowup[i].investmentchoices.j660_ = yes or
secj2.pensionfollowup[i].investmentchoices.j660_ = no and
rvars.z276_pensionsconfirmed <> yes then
if secj2.pensionfollowup[i].investmentchoices.j661_ = yes or
secj2.pensionfollowup[i].investmentchoices.j660_ = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2662 how changed allocations
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j662_
how have you changed the allocation?
have you changed it to more stocks or stock mutual funds, less stocks, or what?
web-administered text:
how have you changed the allocation?
.................................................................................
157 1. more stocks
236 3. less stocks
3 4. [vol] more in target/life cycle funds [iwer-administered
only]
5. [vol] less in target/life cycle funds [iwer-administered
only]
79 7. other (specify)
39 8. dk (don't know); na (not ascertained)
6 9. rf (refused)
11646 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].investmentchoices.j812a
if secj2.pensionfollowup[i].investmentchoices.j812a > 0 and not( in [2,4,3])
and not(secj2.askpensiongrid.pensionrow[i].z508_typeprovider in [2,4,3]) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2664 money invested in company stock
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j664_
is any money in this account invested in [provider name]'s stock?
.................................................................................
437 1. yes
1662 5. no
73 7. not applicable (e.g., non-profit)
44 8. dk (don't know); na (not ascertained)
1 9. rf (refused)
9949 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].investmentchoices.j664_
if secj2.pensionfollowup[i].investmentchoices.j664_ = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2816 pct invested-company stocks
section: j2 level: pension type: numeric width: 3 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j816a
about what percent of the total funds in this account is in this employer's
stock?
instr: do not probe dk/rf
1-100 percent
percent:
web-administered text:
about what percent of the total funds in this account is in this employer's
stock?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
375 0 100 38.56 35.11 11733
-----------------------------------------------------------------
57 998. dk (don't know); na (not ascertained)
1 999. rf (refused)
j2817 pct invested-company stocks--min
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j817a
(thinking about the total funds in this employer's stock):
is it less than ___ percent, more than ___ percent, or what?
procedures: 2up1down, 1up2down
breakpoints: 20%, 40%, 60%, 80%
random entry points: 40%, 60%
entry point assignment: 1 or {not 1} at x510
order of entry point assignments and procedures correspond
web-admininstered text:
thinking about the total funds in this employer's stock:
is it less than ___ percent, more than ___ percent, or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
48 0. value of breakpoint
5 20. value of breakpoint
5 21. value of breakpoint
1 40. value of breakpoint
2 60. value of breakpoint
1 81. value of breakpoint
12104 blank. inap (inapplicable); partial interview
j2818 pct invested-company stocks-max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j818a
*
.................................................................................
18 19. value of breakpoint
5 20. value of breakpoint
10 39. value of breakpoint
1 40. value of breakpoint
2 59. value of breakpoint
2 60. value of breakpoint
24 99999996. greater than maximum breakpoint
12104 blank. inap (inapplicable); partial interview
j2819 pct invested-company stocks-result
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].investmentchoices.j819a
*
.................................................................................
6 0. no breakpoint values given during interview
22 98. dk (don't know); na (not ascertained)
2 99. rf (refused)
12136 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 then
if (secj2.pensionfollowup[i].w426_ = empty or secj2.pensionfollowup[i].w426_ =
assignedyes) and (secj2.pensionfollowup[i].plandisposition.w434_receiving = yes
or secj2.pensionfollowup[i].plandisposition.w440_converttoannuity = yes) then
assign: secj2.pensionfollowup[i].w426_ := 'assignedyes'
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 then
if secj2.pensionfollowup[i].plandisposition.w451_dead = no then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w426 receiving benefits
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].w426_
are you currently receiving regular payments from your [insert plan name]
(plan)?
.................................................................................
1671 1. yes
183 2. assigned yes
5697 5. no
20 8. dk (don't know); na (not ascertained)
58 9. rf (refused)
4537 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 then
if secj2.pensionfollowup[i].w426_ in [1,2] then
if secj2.pensionfollowup[i].plandisposition.w440_converttoannuity = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w013 amount converted to annuity
section: j2 level: pension type: numeric width: 6 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w013a
you mentioned that you had purchased an annuity.
how much did you convert to an annuity?
amount:
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
22 10000 650000 185075.82 163996.05 12141
-----------------------------------------------------------------
2 999998. dk (don't know); na (not ascertained)
1 999999. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[].receivingbenefits.w013a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w108 started receiving annuity
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w108a
have you started receiving payments from this annuity?
.................................................................................
11 1. yes
16 5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
12139 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 then
if secj2.pensionfollowup[i].w426_ in [1,2] then
if secj2.pensionfollowup[i].plandisposition.w434_receiving = yes or
secj2.pensionfollowup[i].receivingbenefits.w108a = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w014 age when benefits started
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w014a
[you (also) mentioned that you were receiving regular payments.]
how old were you when you started receiving payments?
instr: if r mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months.
50-80 age
web-administered text:
[you (also) mentioned that you were receiving regular payments.]
how old were you when you started receiving payments?
.................................................................................
1796 22-85. actual value
38 98. dk (don't know); na (not ascertained)
4 99. rf (refused)
10328 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].receivingbenefits.w014a
if secj2.pensionfollowup[i].receivingbenefits.w014a <> specialanswer then
if activemode = 'iweradmin' then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w086 age when benefits started months
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w086a
instr: if r reports age and months, enter number of months
instr: if r did not mention months, press [enter] to continue
user note: interviewer-administered item.
.................................................................................
90 1-12. actual value
3 98. dk (don't know); na (not ascertained)
99. rf (refused)
12073 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 then
if secj2.pensionfollowup[i].w426_ in [1,2] then
if secj2.pensionfollowup[i].plandisposition.w434_receiving = yes or
secj2.pensionfollowup[i].receivingbenefits.w108a = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w015 amount of benefits
section: j2 level: pension type: numeric width: 6 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w015a
how much are the payments per month or year?
instr: if payments have not yet started, record what payments will be.
amount:
per:
.................................................................................
1543 0-200000. actual value
85 999998. dk (don't know); na (not ascertained)
155 999999. rf (refused)
10383 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].receivingbenefits.w015a
if secj2.pensionfollowup[i].receivingbenefits.w015a = response and
secj2.pensionfollowup[i].receivingbenefits.w015a <> 0 and activemode =
'iweradmin' or activemode = 'selfadmin' then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w016 amount of benefits per
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w016a
instr: probe if necessary: is that per month or year?
amount: $[amount reported in w015]
per:
.................................................................................
1299 4. month
250 6. year
7 7. other(specify)
8. dk (don't know); na (not ascertained)
1 9. rf (refused)
10609 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 then
if secj2.pensionfollowup[i].w426_ in [1,2] then
if secj2.pensionfollowup[i].plandisposition.w434_receiving = yes or
secj2.pensionfollowup[i].receivingbenefits.w108a = yes then
if secj2.pensionfollowup[i].receivingbenefits.w015a <> empty and
secj2.pensionfollowup[i].receivingbenefits.w015a <> dontknow and
secj2.pensionfollowup[i].receivingbenefits.w015a <> refusal then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w028 adjusted for cost of living
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w028a
are the payments adjusted for changes in the cost of living?
.................................................................................
566 1. yes
942 5. no
30 8. dk (don't know); na (not ascertained)
9. rf (refused)
10628 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 then
if secj2.pensionfollowup[i].w426_ in [1,2] then
if secj2.pensionfollowup[i].plandisposition.w434_receiving = yes or
secj2.pensionfollowup[i].receivingbenefits.w108a = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w049 benefits duration
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w049a
will this payment continue for as long as you live, for a fixed period of time,
or what?
.................................................................................
1476 1. [as long as r lives/as long as i live]
108 3. for a fixed time period
139 4. until the money runs out
55 5. [as long as r or r's spouse or partner lives/as long as i or
my spouse or partner live]
23 7. other (specify)
26 8. dk (don't know); na (not ascertained)
7 9. rf (refused)
10332 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 then
if secj2.pensionfollowup[i].w426_ in [1,2] then
if secj2.pensionfollowup[i].plandisposition.w434_receiving = yes or
secj2.pensionfollowup[i].receivingbenefits.w108a = yes then
if secj2.pensionfollowup[i].receivingbenefits.w049a = forafixedtime then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w051 benefits-until yr
section: j2 level: pension type: numeric width: 4 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w051a
what is that time period?
until year:
or
until age:
or
years:
web-administered text:
what is that time period?
.................................................................................
25 2018-2040. actual value
30 9998. dk (don't know); na (not ascertained)
9999. rf (refused)
12111 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].receivingbenefits.w051a
if secj2.pensionfollowup[i].receivingbenefits.w051a = dontknow or
secj2.pensionfollowup[i].receivingbenefits.w051a = refusal or
secj2.pensionfollowup[i].receivingbenefits.w051a = empty or activemode =
'selfadmin' then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w052 benefits-until age
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w052a
what is that time period?
until year:
or
until age:
or
years:
.................................................................................
15 1-85. actual value
14 98. dk (don't know); na (not ascertained)
99. rf (refused)
12137 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].receivingbenefits.w052a
if secj2.pensionfollowup[i].receivingbenefits.w052a = dontknow or
secj2.pensionfollowup[i].receivingbenefits.w052a = refusal or
secj2.pensionfollowup[i].receivingbenefits.w052a = empty or activemode =
'selfadmin' then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w053 benefits-years
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w053a
what is that time period?
until year:
or
until age:
or
years:
.................................................................................
37 0-30. number of years
16 98. dk (don't know); na (not ascertained)
99. rf (refused)
12113 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 then
if secj2.pensionfollowup[i].w426_ in [1,2] then
if secj2.pensionfollowup[i].plandisposition.w434_receiving = yes or
secj2.pensionfollowup[i].receivingbenefits.w108a = yes then
if (respondents[idm].x065acouplenss = married or
respondents[idm].x065acouplenss = partnered_vol) and (activelanguage <> eng or
iwtype <> ext) and (activelanguage <> spn or iwtype <> ext) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w054 r die will benefits continue
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w054a
if you should (die/pass away), would your [husband/wife/partner] continue to
receive the same payment, get a reduced payment, or would the payments end?
web-administered text:
if you should pass away, would your [husband/wife/partner] continue to receive
the same payment, get a reduced payment, or would the payments end?
.................................................................................
373 1. same benefit
345 2. reduced benefit
386 3. no benefit/benefits would end
5 4. (vol) guaranteed for some number of years [iwer-administered
only]
15 5. lump sum payment
24 7. other(specify)
48 8. dk (don't know); na (not ascertained)
9 9. rf (refused)
10961 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 then
if secj2.pensionfollowup[i].w426_ in [1,2] then
if (secj2.pensionfollowup[i].receivingbenefits.w065a = empty or
secj2.pensionfollowup[i].receivingbenefits.w065a = assignedyes) and
secj2.pensionfollowup[i].plandisposition.w436_withdrewallmoney = yes then
assign: secj2.pensionfollowup[i].receivingbenefits.w065a := 'assignedyes'
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].accountbalances.w455a <> continue and activemode =
'iweradmin' or activemode = 'selfadmin' and
secj2.pensionfollowup[i].accountbalances.w009a <> 0 then
if secj2.pensionfollowup[i].w426_ in [1,2] then
if not((secj2.pensionfollowup[i].receivingbenefits.w065a = empty or
secj2.pensionfollowup[i].receivingbenefits.w065a = assignedyes) and gp10 = yes)
then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w065 allowed lump sum payment
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].receivingbenefits.w065a
instead of receiving regular payments, could you have received the money all at
once?
.................................................................................
756 1. yes
2. assigned yes
991 5. no
92 8. dk (don't know); na (not ascertained)
5 9. rf (refused)
10322 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if (secj2.pensionfollowup[i].w427_ = empty or assignedyes in
secj2.pensionfollowup[i].w427_ ) and
(secj2.pensionfollowup[i].plandisposition.w436_withdrewallmoney = yes or
secj2.pensionfollowup[i].plandisposition.w443_combinedwithotherplan = yes or
secj2.pensionfollowup[i].plandisposition.w444_transferredtonewemployer = yes or
secj2.pensionfollowup[i].plandisposition.w439_rolledoverintoira = yes or
secj2.pensionfollowup[i].plandisposition.w437_withdrewsomemoney = yes) then
assign: secj2.pensionfollowup[i].w427_ := '[assignedyes]'
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if not((secj2.pensionfollowup[i].w427_ = empty or assignedyes in
secj2.pensionfollowup[i].w427_ ) and (plandisposition.w436_withdrewallmoney =
yes or plandisposition.w443_combinedwithotherplan = yes or
plandisposition.w444_transferredtonewemployer = yes or
plandisposition.w439_rolledoverintoira = yes or
plandisposition.w437_withdrewsomemoney = yes)) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w427m1 withdrawals/irregular payments -1
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].w427_
[since we last talked to you in [prev iw month]/[prev iw year], h/h]ave you
[ever] received any (other) payments, made any withdrawals, or have you rolled
over any of the money from this plan into an ira [since you left that
[employer/business]/at any time in the past]?
instr: if r asks, do not include past loans taken against the account.
instr: select all that apply
web-administered text:
[since we last talked to you in [prev iw month]/[prev iw year], h/h]ave you
[ever] received any (other) payments, made any withdrawals, or have you rolled
over any of the money from this plan into an ira [since you left that
[employer/business]/at any time in the past]?
instr: do not include past loans taken against the account.
instr: select all that apply
.................................................................................
125 1. yes, received payments
209 2. yes, rolled over into ira
664 3. assigned yes
388 4. yes, withdrew money
6788 5. no
34 8. dk (don't know); na (not ascertained)
73 9. rf (refused)
3885 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if (secj2.pensionfollowup[i].w427_ = empty or assignedyes in
secj2.pensionfollowup[i].w427_ ) and
(secj2.pensionfollowup[i].plandisposition.w436_withdrewallmoney = yes or
secj2.pensionfollowup[i].plandisposition.w443_combinedwithotherplan = yes or
secj2.pensionfollowup[i].plandisposition.w444_transferredtonewemployer = yes or
secj2.pensionfollowup[i].plandisposition.w439_rolledoverintoira = yes or
secj2.pensionfollowup[i].plandisposition.w437_withdrewsomemoney = yes) then
assign: secj2.pensionfollowup[i].w427_ := '[assignedyes]'
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if not((secj2.pensionfollowup[i].w427_ = empty or assignedyes in
secj2.pensionfollowup[i].w427_ ) and (plandisposition.w436_withdrewallmoney =
yes or plandisposition.w443_combinedwithotherplan = yes or
plandisposition.w444_transferredtonewemployer = yes or
plandisposition.w439_rolledoverintoira = yes or
plandisposition.w437_withdrewsomemoney = yes)) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w427m2 withdrawals/irregular payments -2
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].w427_
[since we last talked to you in [prev iw month]/[prev iw year], h/h]ave you
[ever] received any (other) payments, made any withdrawals, or have you rolled
over any of the money from this plan into an ira [since you left that
[employer/business]/at any time in the past]?
instr: if r asks, do not include past loans taken against the account.
instr: select all that apply
web-administered text:
[since we last talked to you in [prev iw month]/[prev iw year], h/h]ave you
[ever] received any (other) payments, made any withdrawals, or have you rolled
over any of the money from this plan into an ira [since you left that
[employer/business]/at any time in the past]?
instr: do not include past loans taken against the account.
instr: select all that apply
.................................................................................
2 1. yes, received payments
23 2. yes, rolled over into ira
3. assigned yes
17 4. yes, withdrew money
8 5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
12116 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if (secj2.pensionfollowup[i].w427_ = empty or assignedyes in
secj2.pensionfollowup[i].w427_ ) and
(secj2.pensionfollowup[i].plandisposition.w436_withdrewallmoney = yes or
secj2.pensionfollowup[i].plandisposition.w443_combinedwithotherplan = yes or
secj2.pensionfollowup[i].plandisposition.w444_transferredtonewemployer = yes or
secj2.pensionfollowup[i].plandisposition.w439_rolledoverintoira = yes or
secj2.pensionfollowup[i].plandisposition.w437_withdrewsomemoney = yes) then
assign: secj2.pensionfollowup[i].w427_ := '[assignedyes]'
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if not((secj2.pensionfollowup[i].w427_ = empty or assignedyes in
secj2.pensionfollowup[i].w427_ ) and (plandisposition.w436_withdrewallmoney =
yes or plandisposition.w443_combinedwithotherplan = yes or
plandisposition.w444_transferredtonewemployer = yes or
plandisposition.w439_rolledoverintoira = yes or
plandisposition.w437_withdrewsomemoney = yes)) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w427m3 withdrawals/irregular payments -3
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].w427_
[since we last talked to you in [prev iw month]/[prev iw year], h/h]ave you
[ever] received any (other) payments, made any withdrawals, or have you rolled
over any of the money from this plan into an ira [since you left that
[employer/business]/at any time in the past]?
instr: if r asks, do not include past loans taken against the account.
instr: select all that apply
web-administered text:
[since we last talked to you in [prev iw month]/[prev iw year], h/h]ave you
[ever] received any (other) payments, made any withdrawals, or have you rolled
over any of the money from this plan into an ira [since you left that
[employer/business]/at any time in the past]?
instr: do not include past loans taken against the account.
instr: select all that apply
.................................................................................
1 1. yes, received payments
2. yes, rolled over into ira
3. assigned yes
3 4. yes, withdrew money
5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
12162 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if (secj2.pensionfollowup[i].w427_ = empty or assignedyes in
secj2.pensionfollowup[i].w427_ ) and
(secj2.pensionfollowup[i].plandisposition.w436_withdrewallmoney = yes or
secj2.pensionfollowup[i].plandisposition.w443_combinedwithotherplan = yes or
secj2.pensionfollowup[i].plandisposition.w444_transferredtonewemployer = yes or
secj2.pensionfollowup[i].plandisposition.w439_rolledoverintoira = yes or
secj2.pensionfollowup[i].plandisposition.w437_withdrewsomemoney = yes) then
assign: secj2.pensionfollowup[i].w427_ := '[assignedyes]'
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if not((secj2.pensionfollowup[i].w427_ = empty or assignedyes in
secj2.pensionfollowup[i].w427_ ) and (plandisposition.w436_withdrewallmoney =
yes or plandisposition.w443_combinedwithotherplan = yes or
plandisposition.w444_transferredtonewemployer = yes or
plandisposition.w439_rolledoverintoira = yes or
plandisposition.w437_withdrewsomemoney = yes)) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w427m4 withdrawals/irregular payments -4
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].w427_
[since we last talked to you in [prev iw month]/[prev iw year], h/h]ave you
[ever] received any (other) payments, made any withdrawals, or have you rolled
over any of the money from this plan into an ira [since you left that
[employer/business]/at any time in the past]?
instr: if r asks, do not include past loans taken against the account.
instr: select all that apply
web-administered text:
[since we last talked to you in [prev iw month]/[prev iw year], h/h]ave you
[ever] received any (other) payments, made any withdrawals, or have you rolled
over any of the money from this plan into an ira [since you left that
[employer/business]/at any time in the past]?
instr: do not include past loans taken against the account.
instr: select all that apply
.................................................................................
1. yes, received payments
2. yes, rolled over into ira
3. assigned yes
4. yes, withdrew money
5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
12166 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if receivedpayments in secj2.pensionfollowup[i].w427_ or withdrewmoney in
secj2.pensionfollowup[i].w427_ or rolledover in secj2.pensionfollowup[i].w427_
or assignedyes in secj2.pensionfollowup[i].w427_ then
if secj2.pensionfollowup[i].plandisposition.w436_withdrewallmoney = yes or
secj2.pensionfollowup[i].plandisposition.w437_withdrewsomemoney = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w063 total amt received in installments
section: j2 level: pension type: numeric width: 7 decimals: 0
ref: secj2.pensionfollowup[1].withdrawalstransfers.w063a
[not including any money you rolled into an ira, h/not including any money you
used to purchase an annuity, h/h]ow much money [in total did you withdraw/in
total did you receive in payments][since you left that [business/employer]/since
we last talked to you in [prev wave iw month] [prev wave iw year]?
[earlier you told us that you had withdrawn [some money/all of the money] from
your [insert plan name] (plan).] [h]ow much money [did you withdraw or how much
was the one time payment you received?]
amount:
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
685 0 2000000 35697.41 105508.90 11396
-----------------------------------------------------------------
49 9999998. dk (don't know); na (not ascertained)
36 9999999. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[].withdrawalstransfers.w063a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w453m1 what done with money withdrawn -1
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].withdrawalstransfers.w453_
what did you do with the money?
instr: select all that apply
.................................................................................
111 1. bought durables (house, car, etc.)
258 2. spent it
124 3. saved/invested
186 4. paid off debt
17 5. rolled into ira
18 6. gave it away
48 7. other (specify)
11 8. dk (don't know); na (not ascertained)
12 9. rf (refused)
11381 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].withdrawalstransfers.w063a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w453m2 what done with money withdrawn -2
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].withdrawalstransfers.w453_
what did you do with the money?
instr: select all that apply
.................................................................................
26 1. bought durables (house, car, etc.)
38 2. spent it
13 3. saved/invested
46 4. paid off debt
1 5. rolled into ira
11 6. gave it away
46 7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
11985 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].withdrawalstransfers.w063a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w453m3 what done with money withdrawn -3
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].withdrawalstransfers.w453_
what did you do with the money?
instr: select all that apply
.................................................................................
3 1. bought durables (house, car, etc.)
13 2. spent it
3 3. saved/invested
4 4. paid off debt
1 5. rolled into ira
4 6. gave it away
8 7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
12130 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].withdrawalstransfers.w063a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w453m4 what done with money withdrawn -4
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].withdrawalstransfers.w453_
what did you do with the money?
instr: select all that apply
.................................................................................
1. bought durables (house, car, etc.)
1 2. spent it
3. saved/invested
4. paid off debt
1 5. rolled into ira
6. gave it away
2 7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
12162 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].withdrawalstransfers.w063a
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w453m5 what done with money withdrawn -5
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].withdrawalstransfers.w453_
what did you do with the money?
instr: select all that apply
.................................................................................
1. bought durables (house, car, etc.)
2. spent it
3. saved/invested
4. paid off debt
5. rolled into ira
6. gave it away
7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
12166 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if receivedpayments in secj2.pensionfollowup[i].w427_ or withdrewmoney in
secj2.pensionfollowup[i].w427_ or rolledover in secj2.pensionfollowup[i].w427_
or assignedyes in secj2.pensionfollowup[i].w427_ then
if secj2.pensionfollowup[i].plandisposition.w439_rolledoverintoira = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w099 past pension-rolled over to ira-yr
section: j2 level: pension type: numeric width: 4 decimals: 0
ref: secj2.pensionfollowup[1].withdrawalstransfers.w099_
in what year did you roll the money into an ira?
year:
.................................................................................
534 1968-2019. actual value
15 9998. dk (don't know); na (not ascertained)
9999. rf (refused)
11617 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].withdrawalstransfers.w099_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w018 amount of pension rollover
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].withdrawalstransfers.w018a
how much did the rollover amount to?
amount:
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
446 0 28000000 311119.58 1610063.76 11635
-----------------------------------------------------------------
49 99999998. dk (don't know); na (not ascertained)
36 99999999. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if receivedpayments in secj2.pensionfollowup[i].w427_ or withdrewmoney in
secj2.pensionfollowup[i].w427_ or rolledover in secj2.pensionfollowup[i].w427_
or assignedyes in secj2.pensionfollowup[i].w427_ then
if (secj2.pensionfollowup[i].plandisposition.w444_transferredtonewemployer =
yes or secj2.pensionfollowup[i].plandisposition.w443_combinedwithotherplan =
yes) and (activelanguage <> eng or iwtype <> ext) and (activelanguage <> spn or
iwtype <> ext) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w100 past pension-transfer money-yr
section: j2 level: pension type: numeric width: 4 decimals: 0
ref: secj2.pensionfollowup[1].withdrawalstransfers.w100_
in what year did you [transfer the money/combine the plans]?
year:
.................................................................................
69 2000-2018. actual value
9998. dk (don't know); na (not ascertained)
3 9999. rf (refused)
12094 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].withdrawalstransfers.w100_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w019 amount of transfer
section: j2 level: pension type: numeric width: 6 decimals: 0
ref: secj2.pensionfollowup[1].withdrawalstransfers.w019a
how much did [the transfer amount to/you combine into the other plan]?
amount:
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
50 400 700000 129984.00 165591.80 12096
-----------------------------------------------------------------
12 999998. dk (don't know); na (not ascertained)
8 999999. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if (secj2.pensionfollowup[i].w428_ = empty or secj2.pensionfollowup[i].w428_ =
assignedno) and (secj2.pensionfollowup[i].plandisposition.w434_receiving = yes
or secj2.pensionfollowup[i].receivingbenefits.w108a = yes or
secj2.pensionfollowup[i].plandisposition.w451_dead = yes or
secj2.pensionfollowup[i].accountbalances.w455a = continue) then
assign: secj2.pensionfollowup[i].w428_ := 'assignedno'
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if (secj2.pensionfollowup[i].w428_ = empty or secj2.pensionfollowup[i].w428_ =
assignedyes) and ((secj2.pensionfollowup[i].plandisposition.w435_leftmoney =
yes or secj2.pensionfollowup[i].plandisposition.w441_noaction = yes) and
secj2.askpensiongrid.pensionrow[i].w403_stillhaveplan in [1, 2]) then
assign: secj2.pensionfollowup[i].w428_ := 'assignedyes'
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if not((secj2.pensionfollowup[i].w428_ = empty or
secj2.pensionfollowup[i].w428_ = assignedyes) and
((plandisposition.w435_leftmoney = yes or plandisposition.w441_noaction = yes)
and piw403_stillhaveplan in [1, 2])) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w428 current status - expecting
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].w428_
are you expecting to receive money or benefits at some point in the future from
your [insert plan name] plan?
.................................................................................
4906 1. yes
215 2. assigned yes
625 5. no
2475 6. assigned no
25 8. dk (don't know); na (not ascertained)
47 9. rf (refused)
3873 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].plandisposition
if secj2.pensionfollowup[i].plandisposition.w445_lostallbenefits <> yes or
secj2.pensionfollowup[i].plandisposition.w450_cardinal > 1 then
if secj2.pensionfollowup[i].w428_ in [1,2] then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2353 age- expect receive benefits
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j353aagerecbenfts
at what age do you expect to start receiving (the rest of the) money or benefits
from your [insert plan name] (plan)?
instr: if r mentions age and some number of months, e.g., 59 and 1/2, enter age
here and go to the next screen to enter months.
96 answer in years
web-administered text:
at what age do you expect to start receiving the rest of the money or benefits
from your [insert plan name] plan?
.................................................................................
4748 40-95. actual value
15 96. answered in years
301 98. dk (don't know); na (not ascertained)
24 99. rf (refused)
7078 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j353aagerecbenfts
if secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts <> 96 and
secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts <> specialanswer
then
if activemode = 'iweradmin' then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2903 months-expect receive benefits
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j903a
instr: if r reports age and months, enter number of months
instr: if r did not mention months, press [enter] to continue
user note: interviewer-administered item.
.................................................................................
284 1-11. actual value
1 98. dk (don't know); na (not ascertained)
99. rf (refused)
11881 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j353aagerecbenfts
if secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts <> specialanswer
then
if secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts = 96 and
activemode = 'iweradmin' then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2354 yrs- expect receive benefits
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j354a
instr: enter number of years until benefits start.
0-40 years
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
15 0 10 2.73 2.76 12151
-----------------------------------------------------------------
98. dk (don't know); na (not ascertained)
99. rf (refused)
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j353aagerecbenfts
if secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts <> specialanswer
then
if secj2.pensionfollowup[i].w425_ <> yes and secj2.pensionfollowup[i].w425_ <>
assignedyes and secj2.pensionfollowup[i].w452_pensionfromnewjoborsamejobaspw =
yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w457 benefits change at retirement
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.w457_
if you continue to work will your benefits at retirement go up or stay the same?
.................................................................................
154 1. go up
42 2. stay the same
10 8. dk (don't know); na (not ascertained)
9. rf (refused)
11960 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j353aagerecbenfts
if secj2.pensionfollowup[i].expectedbenefits.j353aagerecbenfts <> specialanswer
then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2926 cash payment allowed
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j926_
once you start to receive money or benefits, can you take some or all of it as a
one time cash payment?
.................................................................................
3338 1. yes
982 5. no
428 8. dk (don't know); na (not ascertained)
4 9. rf (refused)
7414 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if secj2.pensionfollowup[i].expectedbenefits.j926_ = yes then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2927 all cash allowed
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j927_
can you take all of your money or benefits as a one time cash payment or only
some?
.................................................................................
2736 1. all
480 5. only some
105 8. dk (don't know); na (not ascertained)
7 9. rf (refused)
8838 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2928 keep money allowed
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j928_
once you start to receive money or benefits, can you keep some money in your
account to take out whenever you want?
.................................................................................
3272 1. yes
1032 5. no
442 8. dk (don't know); na (not ascertained)
7 9. rf (refused)
7413 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2929 regular payments allowed
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j929_
(once you start to receive money or benefits,) can you receive regular payments
on a monthly or yearly basis?
.................................................................................
4238 1. yes
301 5. no
228 8. dk (don't know); na (not ascertained)
7 9. rf (refused)
7392 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if secj2.pensionfollowup[i].expectedbenefits.j926_ = yes and
(secj2.pensionfollowup[i].expectedbenefits.j928_ = no or
secj2.pensionfollowup[i].expectedbenefits.j928_ = specialanswer) and
(secj2.pensionfollowup[i].expectedbenefits.j929_ = no or
secj2.pensionfollowup[i].expectedbenefits.j929_ = specialanswer) then
assign: secj2.pensionfollowup[i].expectedbenefits.j931_ := '[lumpsum]'
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if (secj2.pensionfollowup[i].expectedbenefits.j926_ = no or
secj2.pensionfollowup[i].expectedbenefits.j926_ = specialanswer) and
secj2.pensionfollowup[i].expectedbenefits.j928_ = yes and
(secj2.pensionfollowup[i].expectedbenefits.j929_ = no or
secj2.pensionfollowup[i].expectedbenefits.j929_ = specialanswer) then
assign: secj2.pensionfollowup[i].expectedbenefits.j931_ := '[keepmoney]'
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if (secj2.pensionfollowup[i].expectedbenefits.j926_ = no or
secj2.pensionfollowup[i].expectedbenefits.j926_ = specialanswer) and
(secj2.pensionfollowup[i].expectedbenefits.j928_ = no or
secj2.pensionfollowup[i].expectedbenefits.j928_ = specialanswer) and
secj2.pensionfollowup[i].expectedbenefits.j929_ = yes then
assign: secj2.pensionfollowup[i].expectedbenefits.j931_ := '[regularpayments]'
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if (secj2.pensionfollowup[i].expectedbenefits.j926_ = no or
secj2.pensionfollowup[i].expectedbenefits.j926_ = specialanswer) and
(secj2.pensionfollowup[i].expectedbenefits.j928_ = no or
secj2.pensionfollowup[i].expectedbenefits.j928_ = specialanswer) and
(secj2.pensionfollowup[i].expectedbenefits.j929_ = no or
secj2.pensionfollowup[i].expectedbenefits.j929_ = specialanswer) then
assign: secj2.pensionfollowup[i].expectedbenefits.j931_ := empty
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if not((j926_ = no or j926_ = specialanswer) and (j928_ = no or j928_ =
specialanswer) and (j929_ = no or j929_ = specialanswer)) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2931m1 benefit withdraw options r plans -1
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j931_
which of these options do you plan to take advantage of -- [one time payment,
keep money in account to take out later, regular payments (monthly or
annually)/one time payment, keep money in account to take out later/one time
payment, regular payments (monthly or annually]?
instr: select all that apply
web-administered text:
which of these options do you plan to take advantage of?
instr: select all that apply.
.................................................................................
696 1. one time payment
809 2. keep money in account to take out later
3021 3. regular payments (monthly or annually)
106 8. dk (don't know); na (not ascertained)
9 9. rf (refused)
7525 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if secj2.pensionfollowup[i].expectedbenefits.j926_ = yes and
(secj2.pensionfollowup[i].expectedbenefits.j928_ = no or
secj2.pensionfollowup[i].expectedbenefits.j928_ = specialanswer) and
(secj2.pensionfollowup[i].expectedbenefits.j929_ = no or
secj2.pensionfollowup[i].expectedbenefits.j929_ = specialanswer) then
assign: secj2.pensionfollowup[i].expectedbenefits.j931_ := '[lumpsum]'
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if (secj2.pensionfollowup[i].expectedbenefits.j926_ = no or
secj2.pensionfollowup[i].expectedbenefits.j926_ = specialanswer) and
secj2.pensionfollowup[i].expectedbenefits.j928_ = yes and
(secj2.pensionfollowup[i].expectedbenefits.j929_ = no or
secj2.pensionfollowup[i].expectedbenefits.j929_ = specialanswer) then
assign: secj2.pensionfollowup[i].expectedbenefits.j931_ := '[keepmoney]'
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if (secj2.pensionfollowup[i].expectedbenefits.j926_ = no or
secj2.pensionfollowup[i].expectedbenefits.j926_ = specialanswer) and
(secj2.pensionfollowup[i].expectedbenefits.j928_ = no or
secj2.pensionfollowup[i].expectedbenefits.j928_ = specialanswer) and
secj2.pensionfollowup[i].expectedbenefits.j929_ = yes then
assign: secj2.pensionfollowup[i].expectedbenefits.j931_ := '[regularpayments]'
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if (secj2.pensionfollowup[i].expectedbenefits.j926_ = no or
secj2.pensionfollowup[i].expectedbenefits.j926_ = specialanswer) and
(secj2.pensionfollowup[i].expectedbenefits.j928_ = no or
secj2.pensionfollowup[i].expectedbenefits.j928_ = specialanswer) and
(secj2.pensionfollowup[i].expectedbenefits.j929_ = no or
secj2.pensionfollowup[i].expectedbenefits.j929_ = specialanswer) then
assign: secj2.pensionfollowup[i].expectedbenefits.j931_ := empty
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if not((j926_ = no or j926_ = specialanswer) and (j928_ = no or j928_ =
specialanswer) and (j929_ = no or j929_ = specialanswer)) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2931m2 benefit withdraw options r plans -2
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j931_
which of these options do you plan to take advantage of -- [one time payment,
keep money in account to take out later, regular payments (monthly or
annually)/one time payment, keep money in account to take out later/one time
payment, regular payments (monthly or annually]?
instr: select all that apply
web-administered text:
which of these options do you plan to take advantage of?
instr: select all that apply.
.................................................................................
11 1. one time payment
35 2. keep money in account to take out later
70 3. regular payments (monthly or annually)
8. dk (don't know); na (not ascertained)
9. rf (refused)
12050 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if secj2.pensionfollowup[i].expectedbenefits.j926_ = yes and
(secj2.pensionfollowup[i].expectedbenefits.j928_ = no or
secj2.pensionfollowup[i].expectedbenefits.j928_ = specialanswer) and
(secj2.pensionfollowup[i].expectedbenefits.j929_ = no or
secj2.pensionfollowup[i].expectedbenefits.j929_ = specialanswer) then
assign: secj2.pensionfollowup[i].expectedbenefits.j931_ := '[lumpsum]'
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if (secj2.pensionfollowup[i].expectedbenefits.j926_ = no or
secj2.pensionfollowup[i].expectedbenefits.j926_ = specialanswer) and
secj2.pensionfollowup[i].expectedbenefits.j928_ = yes and
(secj2.pensionfollowup[i].expectedbenefits.j929_ = no or
secj2.pensionfollowup[i].expectedbenefits.j929_ = specialanswer) then
assign: secj2.pensionfollowup[i].expectedbenefits.j931_ := '[keepmoney]'
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if (secj2.pensionfollowup[i].expectedbenefits.j926_ = no or
secj2.pensionfollowup[i].expectedbenefits.j926_ = specialanswer) and
(secj2.pensionfollowup[i].expectedbenefits.j928_ = no or
secj2.pensionfollowup[i].expectedbenefits.j928_ = specialanswer) and
secj2.pensionfollowup[i].expectedbenefits.j929_ = yes then
assign: secj2.pensionfollowup[i].expectedbenefits.j931_ := '[regularpayments]'
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if (secj2.pensionfollowup[i].expectedbenefits.j926_ = no or
secj2.pensionfollowup[i].expectedbenefits.j926_ = specialanswer) and
(secj2.pensionfollowup[i].expectedbenefits.j928_ = no or
secj2.pensionfollowup[i].expectedbenefits.j928_ = specialanswer) and
(secj2.pensionfollowup[i].expectedbenefits.j929_ = no or
secj2.pensionfollowup[i].expectedbenefits.j929_ = specialanswer) then
assign: secj2.pensionfollowup[i].expectedbenefits.j931_ := empty
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if not((j926_ = no or j926_ = specialanswer) and (j928_ = no or j928_ =
specialanswer) and (j929_ = no or j929_ = specialanswer)) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2931m3 benefit withdraw options r plans -3
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j931_
which of these options do you plan to take advantage of -- [one time payment,
keep money in account to take out later, regular payments (monthly or
annually)/one time payment, keep money in account to take out later/one time
payment, regular payments (monthly or annually]?
instr: select all that apply
web-administered text:
which of these options do you plan to take advantage of?
instr: select all that apply.
.................................................................................
1. one time payment
2. keep money in account to take out later
4 3. regular payments (monthly or annually)
8. dk (don't know); na (not ascertained)
9. rf (refused)
12162 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if lumpsum in secj2.pensionfollowup[i].expectedbenefits.j931_ then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2363 lump sum-amt plan to take
section: j2 level: pension type: numeric width: 7 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j363a
how much do you plan to take as a one-time payment?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
475 0 3000000 95381.56 212766.62 11479
-----------------------------------------------------------------
184 9999998. dk (don't know); na (not ascertained)
28 9999999. rf (refused)
j2364 lump sum-amt plan to take - min
section: j2 level: pension type: numeric width: 6 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j364_
(thinking about how much you plan to take as a one-time payment):
do you expect less than $____, more than $____, or what?
procedures: 2up1down, 1up2down
breakpoints: $5,000, $20,000, $50,000, $150,000
random entry points: $20,000, $50,000
entry point assignment: 1 or {not 1} at x502
order of entry point assignments and procedures correspond
web-admininstered text:
thinking about how much you plan to take as a one-time payment:
do you expect less than $____, more than $____, or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
53 0. value of breakpoint
3 5000. value of breakpoint
40 5001. value of breakpoint
9 20000. value of breakpoint
41 20001. value of breakpoint
5 50000. value of breakpoint
37 50001. value of breakpoint
4 150000. value of breakpoint
30 150001. value of breakpoint
11944 blank. inap (inapplicable); partial interview
j2365 lump sum-amt plan to take - max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j365_
*
.................................................................................
8 4999. value of breakpoint
3 5000. value of breakpoint
41 19999. value of breakpoint
9 20000. value of breakpoint
39 49999. value of breakpoint
5 50000. value of breakpoint
35 149999. value of breakpoint
4 150000. value of breakpoint
78 99999996. greater than maximum breakpoint
11944 blank. inap (inapplicable); partial interview
j2366 lump sum-amt plan to take - result
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j366_
*
.................................................................................
16 0. no breakpoint values given during interview
9 97. data not available
20 98. dk (don't know); na (not ascertained)
17 99. rf (refused)
12104 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if keepmoney in secj2.pensionfollowup[i].expectedbenefits.j931_ then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2932 amount leave in account
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j932_
how much do you expect to leave in the account to take out later?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
561 0 10000000 187680.79 679899.41 11368
-----------------------------------------------------------------
215 99999998. dk (don't know); na (not ascertained)
22 99999999. rf (refused)
j2933 amount leave in account - min
section: j2 level: pension type: numeric width: 6 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j933_
(thinking about how much you expect to leave in this account to take out later):
do you expect less than $____, more than $____, or what?
procedures: 3up1down, 2up2down
breakpoints: $5,000, $20,000, $50,000, $100,000, $150,000
random entry points: $20,000, $50,000
entry point assignment: 1 or {not 1} at x506
order of entry point assignments and procedures correspond
web-admininstered text:
thinking about how much you expect to leave in this account to take out later:
do you expect less than $____, more than $____, or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
106 0. value of breakpoint
15 5000. value of breakpoint
55 5001. value of breakpoint
23 20000. value of breakpoint
37 20001. value of breakpoint
4 50000. value of breakpoint
21 50001. value of breakpoint
4 100001. value of breakpoint
1 150000. value of breakpoint
11 150001. value of breakpoint
11889 blank. inap (inapplicable); partial interview
j2934 amount leave in account - max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j934_
*
.................................................................................
36 4999. value of breakpoint
15 5000. value of breakpoint
56 19999. value of breakpoint
23 20000. value of breakpoint
36 49999. value of breakpoint
4 50000. value of breakpoint
19 99999. value of breakpoint
4 149999. value of breakpoint
1 150000. value of breakpoint
83 99999996. greater than maximum breakpoint
11889 blank. inap (inapplicable); partial interview
j2935 amount leave in account - result
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j935_
*
.................................................................................
20 0. no breakpoint values given during interview
6 97. data not available
42 98. dk (don't know); na (not ascertained)
12 99. rf (refused)
12086 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j926_
if regularpayments in secj2.pensionfollowup[i].expectedbenefits.j931_ or
secj2.pensionfollowup[i].expectedbenefits.j931_ = dontknow or
secj2.pensionfollowup[i].expectedbenefits.j931_ = empty then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2947 form of regular payments
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j947aformofbenfts
[if you do take it all/for the part that you take] as a regular payment, how
much do you expect those payments to be?
(first, please indicate if you'd like to report this as a percentage of pay or
an amount per month or year, then the next question will ask for the value.)
instr: if r has trouble projecting an amount or percent due to recent losses in
value of pension, probe: taking all of that into consideration, what do you
expect to receive?
web-administered text:
[if you do take it all/for the part that you take] as a regular payment, how
much do you expect those payments to be?
first, please indicate if you'd like to report this as a percentage of pay or an
amount per month or year, then the next question will ask for the value.
instr: please take recent losses in value into consideration.
.................................................................................
332 1. percent of pay
1967 2. amount per month
240 3. amount per year
41 4. lump sum
601 8. dk (don't know); na (not ascertained)
121 9. rf (refused)
8864 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j947aformofbenfts
if secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = percentofpay
then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2356 percent regular payments
section: j2 level: pension type: numeric width: 3 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j356a
(what percent of your pay do you expect those payments to be?)
percent:
web-admininstered text:
what percent of your pay do you expect those payments to be?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
308 1 100 33.14 29.58 11834
-----------------------------------------------------------------
23 998. dk (don't know); na (not ascertained)
1 999. rf (refused)
j2789 percent regular payments-min
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j789_
(thinking about how much you expect those regular payments to be):
is it less than ___ percent, more than ___ percent, or what?
procedures: 2up1down, 1up2down
breakpoints: 20%, 40%, 60%, 80%
random entry points: 40%, 60%
entry point assignment: 1 or {not 1} at x510
order of entry point assignments and procedures correspond
web-admininstered text:
thinking about how much you expect those regular payments to be:
is it less than ___ percent, more than ___ percent, or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
14 0. value of breakpoint
1 20. value of breakpoint
1 21. value of breakpoint
6 40. value of breakpoint
1 60. value of breakpoint
1 61. value of breakpoint
12142 blank. inap (inapplicable); partial interview
j2790 percent regular payments-max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j790_
*
.................................................................................
5 19. value of breakpoint
1 20. value of breakpoint
1 39. value of breakpoint
6 40. value of breakpoint
1 59. value of breakpoint
1 60. value of breakpoint
1 79. value of breakpoint
8 99999996. greater than maximum breakpoint
12142 blank. inap (inapplicable); partial interview
j2791 percent regular payments-result
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j791_
*
.................................................................................
1 0. no breakpoint values given during interview
7 98. dk (don't know); na (not ascertained)
1 99. rf (refused)
12157 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j353aagerecbenfts
if secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = amountpermonth
or secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = amountperyear
or secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = lumpsum or
secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = specialanswer or
secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = percentofpay then
if secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts <> percentofpay
then
if secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = dontknow then
assign: secj2.pensionfollowup[i].expectedbenefits.j357a := dontknow
{previous ask} secj2.pensionfollowup[].expectedbenefits.j353aagerecbenfts
if secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = amountpermonth
or secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = amountperyear
or secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = lumpsum or
secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = specialanswer or
secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = percentofpay then
if secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts <> percentofpay
then
if secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = refusal then
assign: secj2.pensionfollowup[i].expectedbenefits.j357a := refusal
{previous ask} secj2.pensionfollowup[].expectedbenefits.j353aagerecbenfts
if secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = amountpermonth
or secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = amountperyear
or secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = lumpsum or
secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = specialanswer or
secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = percentofpay then
if secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts <> percentofpay
then
if not(j947aformofbenfts = refusal) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2357 amount regular payments
section: j2 level: pension type: numeric width: 7 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j357a
([how much do you expect or plan to receive] [per month/per year])?
instr: do not probe dk/rf
web-administered text:
[how much do you expect or plan to receive] [per month/per year]?
.................................................................................
2014 0-1400000. actual value
774 9999998. dk (don't know); na (not ascertained)
128 9999999. rf (refused)
9250 blank. inap (inapplicable); partial interview
j2358 amount regular payments - min
section: j2 level: pension type: numeric width: 5 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j358_
(thinking about how much you expect to receive):
does it amount to less than $____ , more than $____ , or what?
procedures: 2up1down, 1up2down
breakpoints: $6,000, $12,000, $24,000, $36,000
random entry points: $12,000, $24,000
entry point assignment: 1 or {not 1} at x501
order of entry point assignments and procedures correspond
web-admininstered text:
thinking about how much you expect to receive:
does it amount to less than $____ , more than $____ , or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
537 0. value of breakpoint
37 6000. value of breakpoint
78 6001. value of breakpoint
51 12000. value of breakpoint
104 12001. value of breakpoint
27 24000. value of breakpoint
59 24001. value of breakpoint
6 36000. value of breakpoint
55 36001. value of breakpoint
11212 blank. inap (inapplicable); partial interview
j2359 amount regular payments - max
section: j2 level: pension type: numeric width: 8 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j359_
*
.................................................................................
100 5999. value of breakpoint
37 6000. value of breakpoint
101 11999. value of breakpoint
51 12000. value of breakpoint
105 23999. value of breakpoint
27 24000. value of breakpoint
48 35999. value of breakpoint
6 36000. value of breakpoint
479 99999996. greater than maximum breakpoint
11212 blank. inap (inapplicable); partial interview
j2360 amount regular payments - result
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.j360_
*
.................................................................................
102 0. no breakpoint values given during interview
2 97. data not available
277 98. dk (don't know); na (not ascertained)
82 99. rf (refused)
11703 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.j353aagerecbenfts
if secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = amountpermonth
or secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = amountperyear
or secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = lumpsum or
secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = specialanswer or
secj2.pensionfollowup[i].expectedbenefits.j947aformofbenfts = percentofpay then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w089 benefits duration
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.w089a
will this payment continue for as long as you live, for a fixed period of time,
or what?
.................................................................................
1686 1. [as long as r lives/as long as i live ]
599 3. for a fixed time period
628 4. until the money runs out
50 5. [as long as r or r's spouse or partner lives/as long as i or
my [husband/wife/partner] live]
35 7. other
193 8. dk (don't know); na (not ascertained)
25 9. rf (refused)
8950 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.w089a
if secj2.pensionfollowup[i].expectedbenefits.w089a = forafixedtime then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w091 benefits duration - until yr
section: j2 level: pension type: numeric width: 4 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.w091a
what is that time period?
until year:
or
until age:
or
years:
web-administered text:
what is that time period?
.................................................................................
77 2018-2051. actual value
136 9998. dk (don't know); na (not ascertained)
6 9999. rf (refused)
11947 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.w091a
if secj2.pensionfollowup[i].expectedbenefits.w091a = dontknow or
secj2.pensionfollowup[i].expectedbenefits.w091a = refusal or
secj2.pensionfollowup[i].expectedbenefits.w091a = empty or activemode =
'selfadmin' then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w092 benefits duration - until age
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.w092a
what is that time period?
until year:
or
until age:
or
years:
.................................................................................
71 5-95. actual value
90 98. dk (don't know); na (not ascertained)
3 99. rf (refused)
12002 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.w092a
if secj2.pensionfollowup[i].expectedbenefits.w092a = dontknow or
secj2.pensionfollowup[i].expectedbenefits.w092a = refusal or
secj2.pensionfollowup[i].expectedbenefits.w092a = empty or activemode =
'selfadmin' then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w093 benefits duration - years
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.w093a
what is that time period?
until year:
or
until age:
or
years:
.................................................................................
319 0-40. actual value
92 98. dk (don't know); na (not ascertained)
4 99. rf (refused)
11751 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].expectedbenefits.w089a
if (respondents[idm].x065acouplenss = married or
respondents[idm].x065acouplenss = partnered_vol) and (activelanguage <> eng or
iwtype <> ext) and (activelanguage <> spn or iwtype <> ext) then
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w094 r die will benefits continue
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].expectedbenefits.w094a
if you should (die/pass away), would your [husband/wife/partner] continue to
receive the same benefit, get a reduced benefit, or would the benefits end?
web-administered text:
if you should pass away, would your [husband/wife/partner] continue to receive
the same benefit, get a reduced benefit, or would the benefits end?
.................................................................................
1438 1. same benefit
449 2. reduced benefit
326 3. no benefit/benefits would end
5 4. (vol) guaranteed for some number of years [iwer-administered
only]
20 5. lump sum payment
148 8. dk (don't know); na (not ascertained)
7 9. rf (refused)
9773 blank. inap (inapplicable); partial interview
构造变量
{previous ask} secj2.pensionfollowup[].w419_
if secj2.pensionfollowup[i].plandisposition.w451_dead = no and
(secj2.pensionfollowup[i].w425_ <> no or not(secj2.pensionfollowup[i].w426_ in
[1,2])) then
assign: secj2.pensionfollowup[i].w459_dead := 'no'
{previous ask} secj2.pensionfollowup[].w419_
if not(plandisposition.w451_dead = no and (w425_ <> no or not(w426_ in [1,2])))
then
assign: secj2.pensionfollowup[i].w459_dead := 'yes'
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
j2w459 plan summary
section: j2 level: pension type: numeric width: 2 decimals: 0
ref: secj2.pensionfollowup[1].w459_dead
*
.................................................................................
1105 1. yes
7229 5. no
3832 blank. inap (inapplicable); partial interview
j2mode ending mode - section j2
section: j2 level: pension type: numeric width: 1 decimals: 0
user note: this variable identifies the mode at completion of this section.
.................................................................................
4718 1. phone
5959 2. ftf
1373 3. web
94 4. web-small
22 blank. inap (inapplicable); partial interview
vdate 2018 data model version
section: j2 level: pension type: numeric width: 2 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.
.................................................................................
70 1. version 1
827 2. version 2
415 3. version 3
407 4. version 4
893 5. version 5
886 6. version 6
2058 7. version 7
2609 8. version 8
666 9. version 9
124 10. version 10
2276 11. version 11
935 12. version 12
version 2018 data release version
section: j2 level: pension type: numeric width: 1 decimals: 0
.................................................................................
12166 2. hrs 2018 final release