section pr: preload (pension)

========================================================================================== hrs 2020 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: pr    level: pension         type: character  width: 6   decimals: 0

         .................................................................................
          7516           010038-958361.  household identification number

pn                            respondent person identification number

         section: pr    level: pension         type: character  width: 3   decimals: 0

         .................................................................................
          4434         010.  person identifier
           209         011.  person identifier
            14         012.  person identifier
          2493         020.  person identifier
            64         021.  person identifier
             3         022.  person identifier
            90         030.  person identifier
            14         031.  person identifier
             2         032.  person identifier
           173         040.  person identifier
            19         041.  person identifier
             1         043.  person identifier

subhh                        2020 sub household identification number

         section: pr    level: pension         type: character  width: 1   decimals: 0

         .................................................................................
          6822           0.  original sample household - no split from divorce or
                             separation of spouses or partners
           382           1.  split household - one half of couple from subhh 0 and new
                             spouse or partner, if any
           235           2.  split household - one half of couple from subhh 0 and new
                             spouse or partner, if any
            31           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
            44           7.  reunited household - respondents from split household
                             reunite
                         8.  split household - one half of couple from subhh 1 or 2

qsubhh                        2018 sub household identification number

         section: pr    level: pension         type: character  width: 1   decimals: 0

         .................................................................................
          6921           0.  original sample household - no split from divorce or
                             separation of spouses or partners
           325           1.  split household - one half of couple from subhh 0 and new
                             spouse or partner, if any
           203           2.  split household - one half of couple from subhh 0 and new
                             spouse or partner, if any
            27           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
            38           7.  reunited household - respondents from split household
                             reunite
                         8.  split household - one half of couple from subhh 1 or 2

pn_sp                        2020 spouse/partner person number

         section: pr    level: pension         type: character  width: 3   decimals: 0

         .................................................................................
          2278         010.  person identifier
           270         011.  person identifier
            10         012.  person identifier
             2         013.  person identifier
          2408         020.  person identifier
            75         021.  person identifier
             3         022.  person identifier
            40         030.  person identifier
             9         031.  person identifier
             1         032.  person identifier
            98         040.  person identifier
            18         041.  person identifier
             2         043.  person identifier
            19         811.  spouse of non-original respondent
             1         812.  spouse of non-original respondent
             3         821.  spouse of non-original respondent
             1         831.  spouse of non-original respondent
             2         832.  spouse of non-original respondent
             2         841.  spouse of non-original respondent
          2274       blank.  single respondent household

csr                          2020 whether coversheet respondent

         section: pr    level: pension         type: numeric    width: 1   decimals: 0

         *

         .................................................................................
          5295           1.  yes
            59           3.  2nd coverscreen r, answers not retained
          2162           5.  no

famr                         2020 whether family respondent

         section: pr    level: pension         type: numeric    width: 1   decimals: 0

         .................................................................................
          4661           1.  family r
            13           3.  2nd family r, answers not retained
          2842           5.  non-family r

finr                         2020 whether financial respondent

         section: pr    level: pension         type: numeric    width: 1   decimals: 0

         .................................................................................
          5375           1.  financial r
            27           3.  2nd financial r, answers not retained
          2114           5.  non-financial r

z504                         related job number

         section: pr    level: pension         type: character  width: 3   decimals: 0
         ref: preload_pastpens[1].z504_jobid

         related job number

         .................................................................................
          7166                 301-309.  actual value
           350                   blank.  missing data; newly reported job

z139                         prev wave pension index

         section: pr    level: pension         type: numeric    width: 1   decimals: 0
         ref: preload_pastpens[1].z139_pensionndx_v

         prev wave pension index

         .................................................................................
          7516                     1-9.  actual value

z505                         pension number for tracking

         section: pr    level: pension         type: character  width: 3   decimals: 0
         ref: preload_pastpens[1].z505_pensionid

         pension number for tracking

         .................................................................................
          7516                 101-114.  actual value

z140                         prev wave old pension type

         section: pr    level: pension         type: numeric    width: 1   decimals: 0
         ref: preload_pastpens[1].z140_oldpentype_v

         prev wave old pension type

         .................................................................................
          1823           1.  db (formula)
          3466           2.  dc (account)
           425           3.  both type
            78           8.  dk (don't know); na (not ascertained)
           319           9.  rf (refused)
          1405       blank.  inap (inapplicable); partial interview

z507                         prev wave old pension form

         section: pr    level: pension         type: numeric    width: 2   decimals: 0
         ref: preload_pastpens[1].z507_plantype

         prev wave pension plan type

         .................................................................................
          3057           1.  401k plan
          1150           2.  defined benefit plan
          1065           3.  defined contribution plan
           197           4.  supplemental retirement account (sra)
            23           5.  401a plan
           384           6.  403b plan 
            90           7.  457 plan
           104           8.  thrift/savings plan (tsp)
            53           9.  profit-sharing plan
            43          10.  employee stock ownership plan (esop)
             2          11.  money purchase plan
             1          12.  portable cash option plan
            22          13.  employee stock purchase plan (espp)
            70          14.  sep or simple plan
            31          15.  combination plan
            13          16.  cash balance plan
            38          95.  ira provided by employer
           555          97.  other
           220          98.  dk (don't know); na (not ascertained)
           248          99.  rf (refused)
           150       blank.  inap (inapplicable); partial interview

z200                         year reported this pension

         section: pr    level: pension         type: numeric    width: 4   decimals: 0
         ref: preload_pastpens[1].z200_yrrptpastpen

         prev wave interview year when r reported this pension

         .................................................................................
          7516               1992-2018.  actual value

z508                         preloaded plan provider type

         section: pr    level: pension         type: numeric    width: 2   decimals: 0
         ref: preload_pastpens[1].z508_typeprovider

         plan provider type (from j2w405)

         .................................................................................
          4320           1.  private employer
          2063           2.  government employer
           154           3.  [r's own business/my own business]
           415           4.  union
           439           7.  other
            51          98.  dk (don't know); na (not ascertained)
            42          99.  rf (refused)
            32       blank.  inap (inapplicable); partial interview

vdate                        2020 data model version

         section: pr    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.

         .................................................................................
           318           1.  version 1
           175           2.  version 2
           250           3.  version 3
           346           4.  version 4
           110           5.  version 5
           223           6.  version 6
          1996           7.  version 7
           700           8.  version 8
           740           9.  version 9
           485          10.  version 10
           684          11.  version 11
           946          12.  version 12
           543          13.  version 13

version                      2020 data release version

         section: pr    level: pension         type: numeric    width: 1   decimals: 0

         .................................................................................
          7516           1.  hrs 2020 final release