section j3: retirement (respondent)
==========================================================================================
hrs 2022 early 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
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hhid household identification number
section: j3 level: respondent type: character width: 6 decimals: 0
.................................................................................
13116 010001-959738. household identification number
pn respondent person identification number
section: j3 level: respondent type: character width: 3 decimals: 0
.................................................................................
7350 010. person identifier
614 011. person identifier
30 012. person identifier
1 013. person identifier
4157 020. person identifier
176 021. person identifier
17 022. person identifier
240 030. person identifier
32 031. person identifier
4 032. person identifier
1 033. person identifier
446 040. person identifier
43 041. person identifier
4 042. person identifier
1 043. person identifier
subhh 2022 sub household identification number
section: j3 level: respondent type: character width: 1 decimals: 0
.................................................................................
11502 0. original sample household - no split from divorce or
separation of spouses or partners
816 1. split household - one half of couple from subhh 0 and new
spouse or partner, if any
620 2. split household - one half of couple from subhh 0 and new
spouse or partner, if any
71 5. split household - one half of couple from subhh 1 or 2
10 6. split household - one half of couple from subhh 1 or 2
96 7. reunited household - respondents from split household
reunite
1 8. split household - one half of couple from subhh 1 or 2
rsubhh 2020 sub household identification number
section: j3 level: respondent type: character width: 1 decimals: 0
.................................................................................
11697 0. original sample household - no split from divorce or
separation of spouses or partners
717 1. split household - one half of couple from subhh 0 and new
spouse or partner, if any
546 2. split household - one half of couple from subhh 0 and new
spouse or partner, if any
63 5. split household - one half of couple from subhh 1 or 2
7 6. split household - one half of couple from subhh 1 or 2
85 7. reunited household - respondents from split household
reunite
1 8. split household - one half of couple from subhh 1 or 2
pn_sp 2022 spouse/partner person number
section: j3 level: respondent type: character width: 3 decimals: 0
.................................................................................
3083 010. person identifier
339 011. person identifier
17 012. person identifier
1 013. person identifier
2761 020. person identifier
110 021. person identifier
9 022. person identifier
111 030. person identifier
17 031. person identifier
2 032. person identifier
1 033. person identifier
207 040. person identifier
25 041. person identifier
2 042. person identifier
1 043. person identifier
6430 blank. single respondent household
csr 2022 whether coversheet respondent
section: j3 level: respondent type: numeric width: 1 decimals: 0
.................................................................................
9769 1. yes
55 3. 2nd coverscreen r, answers not retained
3292 5. no
famr 2022 whether family respondent
section: j3 level: respondent type: numeric width: 1 decimals: 0
.................................................................................
9393 1. family r
6 3. 2nd family r, answers not retained
3717 5. non-family r
finr 2022 whether financial respondent
section: j3 level: respondent type: numeric width: 1 decimals: 0
.................................................................................
9584 1. financial r
99 3. 2nd financial r, answers not retained
3433 5. non-financial r
j3731 cyclical questions asked every third wave
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.j731_3wave
*
.................................................................................
13116 0. alternate wave question set to be asked this wave
j3732 cyclical questions asked every fourth wave
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.j732_4wave
*
.................................................................................
13116 3. alternate wave question not set to be asked this wave
j3564 usual retirement age
section: j3 level: respondent type: numeric width: 3 decimals: 0
ref: secj3.plantoretire.j564_
on your main job, what is the usual retirement age for people who work with you
or have the same kind of job?
40-94 years of age
95 no usual age
96 answer in years of service
web-administered text:
on your main job, what is the usual retirement age for people who work with you
or have the same kind of job?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
2851 40 94 65.50 4.08 8911
-----------------------------------------------------------------
7 -8. web non-response
858 95. no usual age
22 96. answer in years of service [iwer-administered only]
451 98. dk (don't know); na (not ascertained)
16 99. rf (refused)
j3565 usual # yrs service- retirement
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.plantoretire.j565_
[instr: enter usual number of years of service:]
user note: interviewer-administered item.
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
17 1 30 22.24 10.68 13094
-----------------------------------------------------------------
4 98. dk (don't know); na (not ascertained)
1 99. rf (refused)
j3566m1 plans for retirement- 1
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.plantoretire.j566m
when you retire, do you plan to stop working altogether or reduce work hours at
a particular date or age, have you not given it much thought, or what?
instr: do not probe but select all that apply
web-administered text:
when you retire, do you plan to stop working altogether or reduce work hours at
a particular date or age, have you not given it much thought, or what?
instr: select all that apply.
.................................................................................
785 1. stop work altogether
202 2. never stop work
1429 3. not given much thought
143 4. no current plans, continue as is
1169 5. reduce work hours
49 6. change kind of work
34 7. work for myself
65 8. work until my health fails
188 97. other (specify)
31 98. dk (don't know); na (not ascertained)
3 99. rf (refused)
9018 blank. inap (inapplicable); partial interview
j3566m2 plans for retirement- 2
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.plantoretire.j566m
when you retire, do you plan to stop working altogether or reduce work hours at
a particular date or age, have you not given it much thought, or what?
instr: do not probe but select all that apply
web-administered text:
when you retire, do you plan to stop working altogether or reduce work hours at
a particular date or age, have you not given it much thought, or what?
instr: select all that apply.
.................................................................................
14 1. stop work altogether
19 2. never stop work
23 3. not given much thought
26 4. no current plans, continue as is
49 5. reduce work hours
43 6. change kind of work
19 7. work for myself
33 8. work until my health fails
46 97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
12844 blank. inap (inapplicable); partial interview
j3566m3 plans for retirement- 3
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.plantoretire.j566m
when you retire, do you plan to stop working altogether or reduce work hours at
a particular date or age, have you not given it much thought, or what?
instr: do not probe but select all that apply
web-administered text:
when you retire, do you plan to stop working altogether or reduce work hours at
a particular date or age, have you not given it much thought, or what?
instr: select all that apply.
.................................................................................
1 1. stop work altogether
4 2. never stop work
5 3. not given much thought
7 4. no current plans, continue as is
10 5. reduce work hours
3 6. change kind of work
8 7. work for myself
13 8. work until my health fails
7 97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
13058 blank. inap (inapplicable); partial interview
j3566m4 plans for retirement- 4
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.plantoretire.j566m
when you retire, do you plan to stop working altogether or reduce work hours at
a particular date or age, have you not given it much thought, or what?
instr: do not probe but select all that apply
web-administered text:
when you retire, do you plan to stop working altogether or reduce work hours at
a particular date or age, have you not given it much thought, or what?
instr: select all that apply.
.................................................................................
1. stop work altogether
2. never stop work
3. not given much thought
4. no current plans, continue as is
5. reduce work hours
3 6. change kind of work
7. work for myself
5 8. work until my health fails
1 97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
13107 blank. inap (inapplicable); partial interview
j3566m5 plans for retirement- 5
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.plantoretire.j566m
when you retire, do you plan to stop working altogether or reduce work hours at
a particular date or age, have you not given it much thought, or what?
instr: do not probe but select all that apply
web-administered text:
when you retire, do you plan to stop working altogether or reduce work hours at
a particular date or age, have you not given it much thought, or what?
instr: select all that apply.
.................................................................................
1. stop work altogether
2. never stop work
3. not given much thought
4. no current plans, continue as is
5. reduce work hours
6. change kind of work
1 7. work for myself
8. work until my health fails
97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
13115 blank. inap (inapplicable); partial interview
j3566m6 plans for retirement- 6
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.plantoretire.j566m
when you retire, do you plan to stop working altogether or reduce work hours at
a particular date or age, have you not given it much thought, or what?
instr: do not probe but select all that apply
web-administered text:
when you retire, do you plan to stop working altogether or reduce work hours at
a particular date or age, have you not given it much thought, or what?
instr: select all that apply.
.................................................................................
1. stop work altogether
2. never stop work
3. not given much thought
4. no current plans, continue as is
5. reduce work hours
6. change kind of work
7. work for myself
8. work until my health fails
97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
13116 blank. inap (inapplicable); partial interview
j3568 plan to stop working-age
section: j3 level: respondent type: numeric width: 3 decimals: 0
ref: secj3.plantoretire.j568_
at what age do you plan to stop working?
25-94 years of age
95 never
96 year given
web-administered text:
at what age do you plan to stop working?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
745 49 90 66.63 4.95 12316
-----------------------------------------------------------------
1 -8. web non-response
20 95. never
1 96. year given [iwer-administered only]
32 98. dk (don't know); na (not ascertained)
1 99. rf (refused)
j3569 plan to stop working-yr
section: j3 level: respondent type: numeric width: 4 decimals: 0
ref: secj3.plantoretire.j569_
instr: enter year planning to stop working:
user note: interviewer-administered item.
.................................................................................
1 2022-2023. actual value
13115 blank. inap (inapplicable); partial interview
j3570 think stop working-age
section: j3 level: respondent type: numeric width: 3 decimals: 0
ref: secj3.plantoretire.j570_
at what age do you think you will stop working?
25-94 years of age
95 never
96 year given
web-administered text:
at what age do you think you will stop working?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
1170 45 94 70.13 6.48 11516
-----------------------------------------------------------------
9 -8. web non-response
198 95. never
2 96. year given [iwer-administered only]
217 98. dk (don't know); na (not ascertained)
4 99. rf (refused)
j3571 think stop working-yr
section: j3 level: respondent type: numeric width: 4 decimals: 0
ref: secj3.plantoretire.j571_
user note: interviewer-administered item.
.................................................................................
2 2061-2063. actual value
9998. dk (don't know); na (not ascertained)
9999. rf (refused)
13114 blank. inap (inapplicable); partial interview
j3572 start working fewer hrs-age
section: j3 level: respondent type: numeric width: 3 decimals: 0
ref: secj3.plantoretire.j572_
at what age do you plan to start working fewer hours?
25-94 years of age
95 never
96 year given
web-administered text:
at what age do you plan to start working fewer hours?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
1154 30 92 66.48 5.11 11888
-----------------------------------------------------------------
5 -8. web non-response
11 95. never
1 96. year given [iwer-administered only]
55 98. dk (don't know); na (not ascertained)
2 99. rf (refused)
j3573 start working fewer hrs-yr
section: j3 level: respondent type: numeric width: 4 decimals: 0
ref: secj3.plantoretire.j573_
user note: interviewer-administered item.
.................................................................................
1 2025-2074. actual value
9998. dk (don't know); na (not ascertained)
13115 blank. inap (inapplicable); partial interview
j3574 change kind of work-age
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.plantoretire.j574_
at what age do you plan to change the kind of work you do?
25-94 years of age
95 never
96 year given
web-administered text:
at what age do you plan to change the kind of work you do?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
93 56 85 65.08 4.48 13018
-----------------------------------------------------------------
2 -8. web non-response
95. never
96. year given [iwer-administered only]
3 98. dk (don't know); na (not ascertained)
99. rf (refused)
j3575 change kind of work-yr
section: j3 level: respondent type: numeric width: 4 decimals: 0
ref: secj3.plantoretire.j575_
user note: interviewer-administered item.
.................................................................................
13116 blank. inap (inapplicable); partial interview
j3576 start self-employment-age
section: j3 level: respondent type: numeric width: 3 decimals: 0
ref: secj3.plantoretire.j576_
at what age do you plan to start working for yourself?
25-94 years of age
95 never
96 year given
web-administered text:
at what age do you plan to start working for yourself?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
51 30 90 65.00 8.29 13054
-----------------------------------------------------------------
5 -8. web non-response
95. never
96. year given [iwer-administered only]
6 98. dk (don't know); na (not ascertained)
99. rf (refused)
j3577 start self-employment-yr
section: j3 level: respondent type: numeric width: 4 decimals: 0
ref: secj3.plantoretire.j577_
user note: interviewer-administered item.
.................................................................................
9998. dk (don't know); na (not ascertained)
9999. rf (refused)
13116 blank. inap (inapplicable); partial interview
j3959 stop working permanently-age
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.plantoretire.j959_
at what age do you think you will stop working permanently?
25-94 years of age
95 never
96 year given
web-administered text:
at what age do you think you will stop working permanently?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
1080 50 94 71.47 6.09 11698
-----------------------------------------------------------------
12 -8. web non-response
193 95. never
2 96. year given [iwer-administered only]
129 98. dk (don't know); na (not ascertained)
2 99. rf (refused)
j3960 stop working permanently-yr
section: j3 level: respondent type: numeric width: 4 decimals: 0
ref: secj3.plantoretire.j960_
user note: interviewer-administered item.
.................................................................................
1 2074. actual value
1 9998. dk (don't know); na (not ascertained)
9999. rf (refused)
13114 blank. inap (inapplicable); partial interview
j3700 branchpoint for j700y
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.plantoretire.j700yj566bp_toj596bp
*
.................................................................................
4117 0. self interview
100 1. proxy interview
8899 blank. inap (inapplicable); partial interview
j3578 consider self retired
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.retirement.j578_retirestatus
we are interested in what people think about retirement, whether they themselves
are retired or not.
at this time do you consider yourself partly retired, completely retired, or not
retired at all?
.................................................................................
6 -8. web non-response
7260 1. completely retired
1573 3. partly retired
3618 5. not retired at all
283 7. question not relevant to r, doesn't work for pay or is
homemaker, etc.
60 8. dk (don't know); na (not ascertained)
23 9. rf (refused)
293 blank. inap (inapplicable); partial interview
j3579 branchpoint for j579
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.retirement.j579_
*
.................................................................................
5906 1. r is completely retired now (j578=1) and (r was fully
retired at last iw (z134=1) or (r was retired at last iw
(z124=1) and prev wave full/partial retirement status is
unknown (z134=.))
797 2. r is partly retired (j578=3) and was partly retired at r's
last iw (z134=3)
835 3. r gave year s/he retired at j018
5578 blank. inap (inapplicable); partial interview
j3580 mo-retired
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.retirement.j580_
in what month and year did you [partly/completely] retire?
instr: month entered must be before [current iw month], [current iw year]
month:
year:
.................................................................................
11 -8. web non-response
133 1. jan
65 2. feb
91 3. mar
89 4. apr
87 5. may
137 6. jun
72 7. jul
77 8. aug
73 9. sep
82 10. oct
69 11. nov
83 12. dec
217 98. dk (don't know); na (not ascertained)
9 99. rf (refused)
11821 blank. inap (inapplicable); partial interview
j3581 yr-retired
section: j3 level: respondent type: numeric width: 4 decimals: 0
ref: secj3.retirement.j581_
(in what month and year did you [partly/completely] retire?)
instr: month entered must be before [current iw month], [current iw year]
month: [mo-retired]
year:
.................................................................................
11 -8. web non-response
1144 1955-2023. actual value
134 9998. dk (don't know); na (not ascertained)
6 9999. rf (refused)
11821 blank. inap (inapplicable); partial interview
j3709 think about retirement bf retire
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.retirement.j709_
if r is partly retired or is not retired (j578={3 or 5}):
how much have you thought about retirement -- a lot, some, a little, or hardly
at all?
if r is completely retired (j578=1):
before you retired, how much did you think about retirement -- a lot, some, a
little, or hardly at all?
.................................................................................
14 -8. web non-response
3270 1. a lot
3295 2. some
1913 3. a little
3860 4. hardly at all
89 8. dk (don't know); na (not ascertained)
10 9. rf (refused)
665 blank. inap (inapplicable); partial interview
j3707 branchpoint for j707y
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.retirement.j707yj583bp
*
.................................................................................
1524 0. all others
521 1. j705_notwrk = 1 and j578_retirestatus <> completely retired
5220 2. j705_notwrk = 1
101 3. j703_marginallyempd = 1
3336 4. j578_retirestatus = not retired at all
677 5. j578_retirestatus = partly retired and (z134_retirestat_v =
partly or (z134_retirestat_v = empty and z124_retired_v =
yes))
893 6. j578_retirestatus = completely retired and
(z134_retirestat_v = fully or (z134_retirestat_v = empty and
z124_retired_v = yes))
179 7. if a028_rinnhome = yes and a070_nhownrent = no and
j020_workforpay <> yes
665 blank. inap (inapplicable); partial interview
j3583 wanted/forced to retire
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.retirement.j583_
thinking back to the time you [partly/completely] retired, was that something
you wanted to do or something you felt you were forced into?
.................................................................................
3 -8. web non-response
956 1. wanted to do
469 2. forced into
78 3. part wanted, part forced
17 8. dk (don't know); na (not ascertained)
1 9. rf (refused)
11592 blank. inap (inapplicable); partial interview
j3584 how satisfied w/ retirement
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.retirement.j584_
all in all, would you say that your retirement has turned out to be very
satisfying, moderately satisfying, or not at all satisfying?
.................................................................................
8 -8. web non-response
3470 1. very satisfying
2837 2. moderately satisfying
672 3. not at all satisfying
52 8. dk (don't know); na (not ascertained)
6 9. rf (refused)
6071 blank. inap (inapplicable); partial interview
j3708 branchpoint for j708y
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.retirement.j708yj585bp
*
.................................................................................
1825 0. all others
5220 1. not working previous and current waves (j705 = 1)
6071 blank. inap (inapplicable); partial interview
j3585 retirement yrs better/same
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.retirement.j585_
thinking about your retirement years compared to the years just before you
retired, would you say the retirement years have been better, about the same, or
not as good?
.................................................................................
3 -8. web non-response
801 1. better
681 3. about the same
291 5. not as good
34 6. retired less than 1 year ago
10 8. dk (don't know); na (not ascertained)
5 9. rf (refused)
11291 blank. inap (inapplicable); partial interview
j3586 introduction why retire
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.retirement.j586_
next are a few reasons why some people retire. please tell us whether, for you,
these were very important reasons for retirement, moderately important, somewhat
important, or not important at all.
.................................................................................
108 -8. web non-response
823 1. continue
12185 blank. inap (inapplicable); partial interview
j3702 branchpoint for j702y
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.retirement.j702yj586bp_toj596bp
*
.................................................................................
932 0. all others
893 1. r was fully retired at last iw (z134=1) or (r was retired at
last iw (z124=1) and prev wave full/partial retirement
status is unknown (z134=.))
11291 blank. inap (inapplicable); partial interview
j3588_1 poor health-reason to retire
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.retirement.j588_1
poor health.
(was this a very important reason for your retirement, a moderately important
reason, somewhat important, or not important at all?)
web-administered text:
poor health.
.................................................................................
3 -8. web non-response
203 1. very important
98 2. moderately important
109 3. somewhat important
515 4. not important at all
4 8. dk (don't know); na (not ascertained)
9. rf (refused)
12184 blank. inap (inapplicable); partial interview
j3588_2 do other things-reasons to retire
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.retirement.j588_2
wanted to do other things.
(was this a very important reason for your retirement, a moderately important
reason, somewhat important, or not important at all?)
web-administered text:
wanted to do other things.
.................................................................................
1 -8. web non-response
241 1. very important
197 2. moderately important
184 3. somewhat important
301 4. not important at all
6 8. dk (don't know); na (not ascertained)
2 9. rf (refused)
12184 blank. inap (inapplicable); partial interview
j3588_3 did not like work-reason to retire
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.retirement.j588_3
didn't like the work.
(was this a very important reason for your retirement, a moderately important
reason, somewhat important, or not important at all?)
web-administered text:
didn't like the work.
.................................................................................
3 -8. web non-response
80 1. very important
103 2. moderately important
128 3. somewhat important
603 4. not important at all
13 8. dk (don't know); na (not ascertained)
2 9. rf (refused)
12184 blank. inap (inapplicable); partial interview
j3588_4 spend time w/fam-reason to retire
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.retirement.j588_4
wanted to spend more time with my family.
(was this a very important reason for your retirement, a moderately important
reason, somewhat important, or not important at all?)
web-administered text:
wanted to spend more time with my family.
.................................................................................
1 -8. web non-response
380 1. very important
168 2. moderately important
157 3. somewhat important
221 4. not important at all
3 8. dk (don't know); na (not ascertained)
2 9. rf (refused)
12184 blank. inap (inapplicable); partial interview
j3589 introduction good retire
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.retirement.j589_
next we have a list of things that some people say are good about retirement.
for each one, please tell us if, [during your retirement, it has been/for you,
they are] very important, moderately important, somewhat important, or not
important at all.
user note: interviewer-administered item.
.................................................................................
1 -8. web non-response
75 1. continue
8. dk (don't know); na (not ascertained)
9. rf (refused)
13040 blank. inap (inapplicable); partial interview
j3590_1 good retire loop -1
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.retirement.j591loop[1].j590_goodretireloop
*
user note: interviewer-administered item.
.................................................................................
76 1. being your own boss.
2. being able to take it easy.
3. having the chance to travel.
8. dk (don't know); na (not ascertained)
9. rf (refused)
13040 blank. inap (inapplicable); partial interview
j3591_1 be own boss-important good retirement
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.retirement.j591loop[1].j591_
being your own boss
[(has this been/(is this] very important, moderately important, somewhat
important, or not important at all?)
user note: interviewer-administered item.
.................................................................................
32 1. very important
12 2. moderately important
9 3. somewhat important
21 4. not important at all
2 8. dk (don't know); na (not ascertained)
9. rf (refused)
13040 blank. inap (inapplicable); partial interview
j3590_2 good retire loop -2
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.retirement.j591loop[2].j590_goodretireloop
*
user note: interviewer-administered item.
.................................................................................
1. being your own boss.
76 2. being able to take it easy.
3. having the chance to travel.
8. dk (don't know); na (not ascertained)
9. rf (refused)
13040 blank. inap (inapplicable); partial interview
j3591_2 take it easy-important good retirement
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.retirement.j591loop[2].j591_
being able to take it easy
[(has this been/(is this] very important, moderately important, somewhat
important, or not important at all?)
user note: interviewer-administered item.
.................................................................................
46 1. very important
14 2. moderately important
11 3. somewhat important
5 4. not important at all
8. dk (don't know); na (not ascertained)
9. rf (refused)
13040 blank. inap (inapplicable); partial interview
j3590_3 good retire loop -3
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.retirement.j591loop[3].j590_goodretireloop
*
user note: interviewer-administered item.
.................................................................................
1. being your own boss.
2. being able to take it easy.
76 3. having the chance to travel.
8. dk (don't know); na (not ascertained)
9. rf (refused)
13040 blank. inap (inapplicable); partial interview
j3591_3 travel-important good retirement
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.retirement.j591loop[3].j591_
having the chance to travel
[(has this been/(is this] very important, moderately important, somewhat
important, or not important at all?)
user note: interviewer-administered item.
.................................................................................
42 1. very important
15 2. moderately important
8 3. somewhat important
11 4. not important at all
8. dk (don't know); na (not ascertained)
9. rf (refused)
13040 blank. inap (inapplicable); partial interview
j3592 introduction bad retire
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.retirement.j592_
now for things that some people say are bad about retirement.
if r is completely retired (j578=1):
please tell us if, during your retirement, they have bothered you a lot,
somewhat, a little, or not at all.
otherwise:
please tell us if they worry you a lot, somewhat, a little, or not at all.
user note: interviewer-administered item.
.................................................................................
1 -8. web non-response
75 1. continue
8. dk (don't know); na (not ascertained)
9. rf (refused)
13040 blank. inap (inapplicable); partial interview
j3593_1 bad retire loop -1
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.retirement.j594loop[1].j593abadretireloop
*
user note: interviewer-administered item.
.................................................................................
76 1. not doing anything productive or useful
2. illness or disability.
3. not having enough income to get by.
8. dk (don't know); na (not ascertained)
9. rf (refused)
13040 blank. inap (inapplicable); partial interview
j3594_1 not productive-bad in retirement
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.retirement.j594loop[1].j594_
not doing anything productive or useful
(does this [bother/worry] you a lot, somewhat, a little, or not at all?)
user note: interviewer-administered item.
.................................................................................
19 1. a lot
14 2. somewhat
7 3. a little
36 4. not at all
7. didn't work
8. dk (don't know); na (not ascertained)
9. rf (refused)
13040 blank. inap (inapplicable); partial interview
j3593_2 bad retire loop -2
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.retirement.j594loop[2].j593abadretireloop
*
user note: interviewer-administered item.
.................................................................................
1. not doing anything productive or useful
76 2. illness or disability.
3. not having enough income to get by.
8. dk (don't know); na (not ascertained)
9. rf (refused)
13040 blank. inap (inapplicable); partial interview
j3594_2 illness/disability-bad in retirement
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.retirement.j594loop[2].j594_
illness or disability.
(does this [bother/worry] you a lot, somewhat, a little, or not at all?)
user note: interviewer-administered item.
.................................................................................
24 1. a lot
21 2. somewhat
10 3. a little
21 4. not at all
7. didn't work
8. dk (don't know); na (not ascertained)
9. rf (refused)
13040 blank. inap (inapplicable); partial interview
j3593_3 bad retire loop -3
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.retirement.j594loop[3].j593abadretireloop
*
user note: interviewer-administered item.
.................................................................................
1. not doing anything productive or useful
2. illness or disability.
76 3. not having enough income to get by.
8. dk (don't know); na (not ascertained)
9. rf (refused)
13040 blank. inap (inapplicable); partial interview
j3594_3 not enough income-bad in retirement
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.retirement.j594loop[3].j594_
not having enough income to get by.
(does this [bother/worry] you a lot, somewhat, a little, or not at all?)
user note: interviewer-administered item.
.................................................................................
33 1. a lot
19 2. somewhat
8 3. a little
16 4. not at all
7. didn't work
8. dk (don't know); na (not ascertained)
9. rf (refused)
13040 blank. inap (inapplicable); partial interview
j3613 offered early out window
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.earlyout.j613_
employers sometimes encourage older workers to leave a firm at a particular time
by offering a special financial incentive, like a cash bonus or improved pension
benefits. these are often called 'early retirement windows.'
have you been offered such an early retirement window at any time since [prev iw
month] [prev iw year]?
.................................................................................
11 -8. web non-response
76 1. yes
4523 5. no
3 8. dk (don't know); na (not ascertained)
6 9. rf (refused)
8497 blank. inap (inapplicable); partial interview
j3614 num early out windows offered
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.earlyout.j614_
how many of these special incentive offers have you received [since [prev iw
month], [prev iw year]?in the last two years?]
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
75 0 5 1.11 0.63 13040
-----------------------------------------------------------------
1 98. dk (don't know); na (not ascertained)
99. rf (refused)
j3615 incentive loop
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.earlyout.j615aincentiveloop
*
.................................................................................
71 1-2. actual value
13045 blank. inap (inapplicable); partial interview
j3616_1 mo- early out window offered- 1
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.earlyout.incentiveloop[1].j616a
in what month and year was the [[first/last] special incentive offered?]
instr: month entered must be between [november, [year--2 years ago]/ [prev wave
iw month, year]] and [current iw month, year]
month:
year:
.................................................................................
8 1. jan
3 2. feb
6 3. mar
5 4. apr
2 5. may
4 6. jun
4 7. jul
5 8. aug
10 9. sep
6 10. oct
4 11. nov
11 12. dec
3 98. dk (don't know); na (not ascertained)
99. rf (refused)
13045 blank. inap (inapplicable); partial interview
j3617_1 yr- early out window offered- 1
section: j3 level: respondent type: numeric width: 4 decimals: 0
ref: secj3.earlyout.incentiveloop[1].j617a
(in what month and year was the [first special incentive offered?/last special
incentive offered?/special incentive offered?])
instr: month entered must be between [nov., [year--2 years ago]/prev wave iw
month, year] and [current iw month, year]
month: [mo- early out window offered]
year:
.................................................................................
69 2018-2022. actual value
2 9998. dk (don't know); na (not ascertained)
9999. rf (refused)
13045 blank. inap (inapplicable); partial interview
j3619_1 which emp offered early out window- 1
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.earlyout.incentiveloop[1].j619a
which employer were you working for at the time?
instr: select employer from list below
instr: if employer not listed, select 'other (specify)' and enter full name of
employer
.................................................................................
36 1. [previous wave employer name (per z091)]
1 2. [current employer name (per jw158)]
1 7. other (specify)
1 8. dk (don't know); na (not ascertained)
9. rf (refused)
13077 blank. inap (inapplicable); partial interview
j3621_1m1 type of early out window- 1-1
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.earlyout.incentiveloop[1].j621b
was the special incentive a cash bonus, improved pension benefits or what?
instr: select all that apply
.................................................................................
49 1. cash bonus
4 2. improved pension benefits
3. permanent medical insurance
2 4. temporary medical insurance
3 5. temporary cash benefit
6. additional years of service credited
12 7. other (specify)
1 8. dk (don't know); na (not ascertained)
9. rf (refused)
13045 blank. inap (inapplicable); partial interview
j3621_1m2 type of early out window- 1-2
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.earlyout.incentiveloop[1].j621b
was the special incentive a cash bonus, improved pension benefits or what?
instr: select all that apply
.................................................................................
3 1. cash bonus
4 2. improved pension benefits
3. permanent medical insurance
3 4. temporary medical insurance
1 5. temporary cash benefit
6. additional years of service credited
1 7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
13104 blank. inap (inapplicable); partial interview
j3621_1m3 type of early out window- 1-3
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.earlyout.incentiveloop[1].j621b
was the special incentive a cash bonus, improved pension benefits or what?
instr: select all that apply
.................................................................................
1 1. cash bonus
2. improved pension benefits
1 3. permanent medical insurance
4. temporary medical insurance
5. temporary cash benefit
6. additional years of service credited
1 7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
13113 blank. inap (inapplicable); partial interview
j3621_1m4 type of early out window- 1-4
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.earlyout.incentiveloop[1].j621b
was the special incentive a cash bonus, improved pension benefits or what?
instr: select all that apply
.................................................................................
1. cash bonus
2. improved pension benefits
3. permanent medical insurance
4. temporary medical insurance
5. temporary cash benefit
6. additional years of service credited
7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
13116 blank. inap (inapplicable); partial interview
j3621_1m5 type of early out window- 1-5
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.earlyout.incentiveloop[1].j621b
was the special incentive a cash bonus, improved pension benefits or what?
instr: select all that apply
.................................................................................
1. cash bonus
2. improved pension benefits
3. permanent medical insurance
4. temporary medical insurance
5. temporary cash benefit
6. additional years of service credited
7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
13116 blank. inap (inapplicable); partial interview
j3623_1 amt of cash bonus- early out window- 1
section: j3 level: respondent type: numeric width: 6 decimals: 0
ref: secj3.earlyout.incentiveloop[1].j623a
how much did the cash bonus offer amount to?
instr: do not probe dk/rf
amount:
web-administered text:
how much did the cash bonus offer amount to?
.................................................................................
-----------------------------------------------------------------
n min max mean sd miss
41 1000 300000 50807.32 55208.87 13063
-----------------------------------------------------------------
1 -8. web non-response
10 999998. dk (don't know); na (not ascertained)
1 999999. rf (refused)
j3624_1 amt cash bonus- eow- min- 1
section: j3 level: respondent type: numeric width: 5 decimals: 0
ref: secj3.earlyout.incentiveloop[1].j624_
(thinking about the cash bonus offer):
did it amount to less than $____ , more than $____ , or what?
procedures: 2up1down, 1up2down
breakpoints: $15,000, $25,000, $50,000, $75,000
random entry point assignment [1 ($25,000)] or [not 1 ($50,000)] at x506
web-administered text:
thinking about the cash bonus offer:
did it amount to less than $____ , more than $____ , or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
4 0. value of breakpoint
1 15001. value of breakpoint
3 25001. value of breakpoint
2 50000. value of breakpoint
1 50001. value of breakpoint
1 75001. value of breakpoint
13104 blank. inap (inapplicable); partial interview
j3625_1 amt cash bonus- eow- max- 1
section: j3 level: respondent type: numeric width: 8 decimals: 0
ref: secj3.earlyout.incentiveloop[1].j625_
*
.................................................................................
1 14999. value of breakpoint
1 24999. value of breakpoint
3 49999. value of breakpoint
2 50000. value of breakpoint
5 99999996. greater than maximum breakpoint
13104 blank. inap (inapplicable); partial interview
j3626_1 amt cash bonus- eow- result- 1
section: j3 level: respondent type: numeric width: 11 decimals: 0
ref: secj3.earlyout.incentiveloop[1].j626_
*
.................................................................................
1 0. no breakpoint values given during interview
2 99999999998. dk (don't know); na (not ascertained)
1 99999999999. rf (refused)
13112 blank. inap (inapplicable); partial interview
j3627_1 amt-extra pension benefits- 1
section: j3 level: respondent type: numeric width: 9 decimals: 2
ref: secj3.earlyout.incentiveloop[1].j627a
how much did the extra pension benefit offer amount to?
instr: do not probe dk/rf
instr: if amount per hour, enter both dollars and cents, otherwise enter '0'
cents.
amount:
per:
web-administered text:
how much did the extra pension benefit offer amount to?
instr: if amount per hour, enter both dollars and cents.
.................................................................................
6 0-520000. actual value
2 999998. dk (don't know); na (not ascertained)
999999. rf (refused)
13108 blank. inap (inapplicable); partial interview
j3628_1 amt-extra pension benefits-min-1
section: j3 level: respondent type: numeric width: 5 decimals: 0
ref: secj3.earlyout.incentiveloop[1].j628_
(thinking about the extra pension benefit offer):
did it amount to less than $____ , more than $____ , or what?
procedures: 2up1down, 1up2down
breakpoints: $3,000, $5,000, $12,000, $36,000
random entry point assignment [1 ($5,000)] or [not 1 ($12,000)] at x507
web-administered text:
thinking about the extra pension benefit offer:
did it amount to less than $____ , more than $____ , or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
1 0. value of breakpoint
1 12001. value of breakpoint
13114 blank. inap (inapplicable); partial interview
j3629_1 amt-extra pension benefits-max-1
section: j3 level: respondent type: numeric width: 8 decimals: 0
ref: secj3.earlyout.incentiveloop[1].j629_
*
.................................................................................
1 35999. value of breakpoint
1 99999996. greater than maximum breakpoint
13114 blank. inap (inapplicable); partial interview
j3630_1 amt-extra pension benefits-result-1
section: j3 level: respondent type: numeric width: 11 decimals: 0
ref: secj3.earlyout.incentiveloop[1].j630_
*
.................................................................................
1 99999999998. dk (don't know); na (not ascertained)
99999999999. rf (refused)
13115 blank. inap (inapplicable); partial interview
j3631_1 amt extra pension benefits- per- 1
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.earlyout.incentiveloop[1].j631a
how much did the extra pension benefit offer amount to?
instr: probe if necessary: was that per week, month, year, or a lump sum?
per
.................................................................................
2. week
1 4. month
1 6. year
2 95. lump sum
1 97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
13111 blank. inap (inapplicable); partial interview
j3633_1 temp medical insurance- until age- 1
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.earlyout.incentiveloop[1].j633a
until what age was the temporary medical insurance offered?
.................................................................................
5 56-65. actual value
98. dk (don't know); na (not ascertained)
99. rf (refused)
13111 blank. inap (inapplicable); partial interview
j3636_1 amt-temp cash benefits- 1
section: j3 level: respondent type: numeric width: 5 decimals: 0
ref: secj3.earlyout.incentiveloop[1].j636a
how much did the temporary cash benefits offer amount to?
amount:
.................................................................................
4 30000-90000. actual value
99998. dk (don't know); na (not ascertained)
99999. rf (refused)
13112 blank. inap (inapplicable); partial interview
j3637_1 amt temp cash benefits- per- 1
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.earlyout.incentiveloop[1].j637a
how much did the temporary cash benefits offer amount to?
instr: probe if necessary: was that per week, month, year or a lump sum?
per:
web-administered text:
how much did the temporary cash benefits offer amount to?
per:
.................................................................................
2. week
4. month
1 6. year
2 95. lump sum
1 97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
13112 blank. inap (inapplicable); partial interview
j3639_1 temp cash benefits- until age- 1
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.earlyout.incentiveloop[1].j639a
until what age was the temporary cash benefit offered?
.................................................................................
1 -8. web non-response
3 55-67. actual value
98. dk (don't know); na (not ascertained)
99. rf (refused)
13112 blank. inap (inapplicable); partial interview
j3642_1 yrs of service credit offered- 1
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.earlyout.incentiveloop[1].j642a
how many years of service credit were you offered?
.................................................................................
98. dk (don't know); na (not ascertained)
99. rf (refused)
13116 blank. inap (inapplicable); partial interview
j3643_1 amount of otr incentives- 1
section: j3 level: respondent type: numeric width: 7 decimals: 0
ref: secj3.earlyout.incentiveloop[1].j643a
if r mentions other incentives only (j621=7 only):
altogether, how much did the incentive offer amount to?
otherwise:
(not including [the cash bonus,/(and) improved pension benefits,/(and) permanent
medical insurance,/(and) temporary medical insurance,/(and) temporary cash
benefit,/(and) additional years of service credited,]) what was the value of the
other part of the [first/second] incentive offer?
amount:
.................................................................................
1 -8. web non-response
10 899-1000000. actual value
3 9999998. dk (don't know); na (not ascertained)
9999999. rf (refused)
13102 blank. inap (inapplicable); partial interview
j3644_1 accept eow/leave employer- 1
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.earlyout.incentiveloop[1].j644a
did you accept the incentive and leave that employer?
.................................................................................
32 1. yes
39 5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
13045 blank. inap (inapplicable); partial interview
j3645_1 eow important in decision- 1
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.earlyout.incentiveloop[1].j645a
was the special incentive important in your decision, or would you probably have
left at about that time anyway?
.................................................................................
24 1. [important in r's decision/important in my decision]
6 5. [r would have left anyway/i would have left anyway]
2 8. dk (don't know); na (not ascertained)
9. rf (refused)
13084 blank. inap (inapplicable); partial interview
j3646_1 leave if offered twice incentive- 1
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.earlyout.incentiveloop[1].j646a
if you had been offered twice as much at that time, would you have done so?
.................................................................................
12 1. yes
27 5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
13077 blank. inap (inapplicable); partial interview
j3616_2 mo- early out window offered- 2
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.earlyout.incentiveloop[2].j616a
in what month and year was the [[first/second/] special incentive offered?]
instr: month entered must be between [november, [year--2 years ago]/[prev wave
iw month, year]] and [current iw month, year]
month:
year:
.................................................................................
1. jan
2. feb
2 3. mar
1 4. apr
1 5. may
6. jun
1 7. jul
8. aug
9. sep
3 10. oct
11. nov
12. dec
98. dk (don't know); na (not ascertained)
99. rf (refused)
13108 blank. inap (inapplicable); partial interview
j3617_2 yr- early out window offered- 2
section: j3 level: respondent type: numeric width: 4 decimals: 0
ref: secj3.earlyout.incentiveloop[2].j617a
(in what month and year was the [first special incentive offered?/last special
incentive offered?/special incentive offered?])
instr: month entered must be between [nov., [year--2 years ago]/prev wave iw
month, year] and [current iw month, year]
month: [mo- early out window offered]
year:
.................................................................................
8 2019-2023. actual value
9998. dk (don't know); na (not ascertained)
9999. rf (refused)
13108 blank. inap (inapplicable); partial interview
j3619_2 which emp offered early out window- 2
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.earlyout.incentiveloop[2].j619a
which employer were you working for at the time?
instr: select employer from list below
instr: if employer not listed, select 'other (specify)' and enter full name of
employer
.................................................................................
1 1. [previous wave employer name (per z091)]
1 2. [current employer name (per jw158)]
7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
13114 blank. inap (inapplicable); partial interview
j3621_2m1 type of early out window- 2-1
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.earlyout.incentiveloop[2].j621b
was the special incentive a cash bonus, improved pension benefits or what?
instr: select all that apply
.................................................................................
3 1. cash bonus
1 2. improved pension benefits
3. permanent medical insurance
4. temporary medical insurance
1 5. temporary cash benefit
6. additional years of service credited
2 7. other (specify)
1 8. dk (don't know); na (not ascertained)
9. rf (refused)
13108 blank. inap (inapplicable); partial interview
j3621_2m2 type of early out window -2 -2
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.earlyout.incentiveloop[2].j621b
was the special incentive a cash bonus, improved pension benefits or what?
instr: select all that apply
.................................................................................
1. cash bonus
2. improved pension benefits
3. permanent medical insurance
4. temporary medical insurance
5. temporary cash benefit
6. additional years of service credited
7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
13116 blank. inap (inapplicable); partial interview
j3621_2m3 type of early out window -2 -3
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.earlyout.incentiveloop[2].j621b
was the special incentive a cash bonus, improved pension benefits or what?
instr: select all that apply
.................................................................................
1. cash bonus
2. improved pension benefits
3. permanent medical insurance
4. temporary medical insurance
5. temporary cash benefit
6. additional years of service credited
7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
13116 blank. inap (inapplicable); partial interview
j3623_2 amt of cash bonus- early out window- 2
section: j3 level: respondent type: numeric width: 6 decimals: 0
ref: secj3.earlyout.incentiveloop[2].j623a
how much did the cash bonus offer amount to?
instr: do not probe dk/rf
amount:
web-administered text:
how much did the cash bonus offer amount to?
.................................................................................
3 6000-86000. actual value
999998. dk (don't know); na (not ascertained)
999999. rf (refused)
13113 blank. inap (inapplicable); partial interview
j3624_2 amt cash bonus- eow- min- 2
section: j3 level: respondent type: numeric width: 5 decimals: 0
ref: secj3.earlyout.incentiveloop[2].j624_
(thinking about the cash bonus offer)
did it amount to less than $____ , more than $____ , or what?
procedures: 2up1down, 1up2down
breakpoints: $15,000, $25,000, $50,000, $75,000
random entry point assignment [1 ($25,000)] or [not 1 ($50,000)] at x506
web-administered text:
thinking about the cash bonus offer
did it amount to less than $____ , more than $____ , or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
13116 blank. inap (inapplicable); partial interview
j3625_2 amt cash bonus- eow- max- 2
section: j3 level: respondent type: numeric width: 5 decimals: 0
ref: secj3.earlyout.incentiveloop[2].j625_
*
.................................................................................
13116 blank. inap (inapplicable); partial interview
j3626_2 amt cash bonus- eow- result- 2
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.earlyout.incentiveloop[2].j626_
*
.................................................................................
98. dk (don't know); na (not ascertained)
99. rf (refused)
13116 blank. inap (inapplicable); partial interview
j3627_2 amt-extra pension benefits- 2
section: j3 level: respondent type: numeric width: 9 decimals: 2
ref: secj3.earlyout.incentiveloop[2].j627a
how much did the extra pension benefit offer amount to?
instr: do not probe dk/rf
instr: if amount per hour, enter both dollars and cents, otherwise enter '0'
cents.
amount:
per:
web-administered text:
how much did the extra pension benefit offer amount to?
instr: if amount per hour, enter both dollars and cents.
.................................................................................
1 1.75-450000. actual value
999998. dk (don't know); na (not ascertained)
999999. rf (refused)
13115 blank. inap (inapplicable); partial interview
j3628_2 amt-extra pension benefits-min-2
section: j3 level: respondent type: numeric width: 5 decimals: 0
ref: secj3.earlyout.incentiveloop[2].j628_
(thinking about the extra pension benefit offer):
did it amount to less than $____ , more than $____ , or what?
procedures: 2up1down, 1up2down
breakpoints: $3,000, $5,000, $12,000, $36,000
random entry point assignment [1 ($5,000)] or [not 1 ($12,000)] at x507
web-administered text:
thinking about the extra pension benefit offer:
did it amount to less than $____ , more than $____ , or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
13116 blank. inap (inapplicable); partial interview
j3629_2 amt-extra pension benefits-max-2
section: j3 level: respondent type: numeric width: 8 decimals: 0
ref: secj3.earlyout.incentiveloop[2].j629_
*
.................................................................................
99999996. greater than maximum breakpoint
13116 blank. inap (inapplicable); partial interview
j3630_2 amt-extra pension benefits-result-2
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.earlyout.incentiveloop[2].j630_
*
.................................................................................
98. dk (don't know); na (not ascertained)
99. rf (refused)
13116 blank. inap (inapplicable); partial interview
j3631_2 amt extra pension benefits- per- 2
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.earlyout.incentiveloop[2].j631a
how much did the extra pension benefit offer amount to?
instr: probe if necessary: was that per week, month, year, or a lump sum?
per:
.................................................................................
2. week
4. month
6. year
95. lump sum
1 97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
13115 blank. inap (inapplicable); partial interview
j3633_2 temp medical insurance- until age- 2
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.earlyout.incentiveloop[2].j633a
until what age was the temporary medical insurance offered?
.................................................................................
58-65. actual value
98. dk (don't know); na (not ascertained)
99. rf (refused)
13116 blank. inap (inapplicable); partial interview
j3636_2 amt-temp cash benefits- 2
section: j3 level: respondent type: numeric width: 5 decimals: 0
ref: secj3.earlyout.incentiveloop[2].j636a
how much did the temporary cash benefits offer amount to?
amount:
.................................................................................
1 80000. actual value
99998. dk (don't know); na (not ascertained)
99999. rf (refused)
13115 blank. inap (inapplicable); partial interview
j3637_2 amt temp cash benefits- per- 2
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.earlyout.incentiveloop[2].j637a
how much did the temporary cash benefits offer amount to?
instr: probe if necessary: was that per week, month, year or a lump sum?
per:
web-administered text:
how much did the temporary cash benefits offer amount to?
per:
.................................................................................
2. week
4. month
6. year
1 95. lump sum
97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
13115 blank. inap (inapplicable); partial interview
j3639_2 temp cash benefits- until age- 2
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.earlyout.incentiveloop[2].j639a
until what age was the temporary cash benefit offered?
.................................................................................
1 62. actual value
98. dk (don't know); na (not ascertained)
99. rf (refused)
13115 blank. inap (inapplicable); partial interview
j3642_2 yrs of service credit offered- 2
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.earlyout.incentiveloop[2].j642a
how many years of service credit were you offered?
.................................................................................
13116 blank. inap (inapplicable); partial interview
j3643_2 amount of otr incentives- 2
section: j3 level: respondent type: numeric width: 6 decimals: 0
ref: secj3.earlyout.incentiveloop[2].j643a
if r mentions other incentives only (j621=7 only):
altogether, how much did the incentive offer amount to?
otherwise:
(not including [the cash bonus,/(and) improved pension benefits,/(and) permanent
medical insurance,/(and) temporary medical insurance,/(and) temporary cash
benefit,/(and) additional years of service credited,]) what was the value of the
other part of the [first/second] incentive offer?
amount:
.................................................................................
2 30000-180000. actual value
999998. dk (don't know); na (not ascertained)
999999. rf (refused)
13114 blank. inap (inapplicable); partial interview
j3644_2 accept eow/leave employer- 2
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.earlyout.incentiveloop[2].j644a
did you accept the incentive and leave that employer?
.................................................................................
2 1. yes
6 5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
13108 blank. inap (inapplicable); partial interview
j3645_2 eow important in decision- 2
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.earlyout.incentiveloop[2].j645a
was the special incentive important in your decision, or would you probably have
left at about that time anyway?
.................................................................................
1. [important in r's decision/important in my decision]
2 5. [r would have left anyway/i would have left anyway]
8. dk (don't know); na (not ascertained)
9. rf (refused)
13114 blank. inap (inapplicable); partial interview
j3646_2 leave if offered twice incentive- 2
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.earlyout.incentiveloop[2].j646a
if you had been offered twice as much to leave at that time, would you have done
so?
.................................................................................
2 1. yes
4 5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
13110 blank. inap (inapplicable); partial interview
jl3040 offered early out windows
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.pastearlyout.l040_offrdeow
employers sometimes encourage older workers to leave a firm at a particular time
by offering a special financial incentive, like a cash bonus or improved pension
benefits. these are often called 'early retirement windows.'
have you ever been offered such an early retirement window on any job?
user note: interviewer-administered item.
.................................................................................
1 1. yes
80 5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
13035 blank. inap (inapplicable); partial interview
jl3041 # of early out windows offered
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.pastearlyout.l041_numeows
how many times has this happened?
user note: interviewer-administered item.
.................................................................................
1 1-4. actual value
98. dk (don't know); na (not ascertained)
99. rf (refused)
13115 blank. inap (inapplicable); partial interview
jl3042 early out window counter
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.pastearlyout.l042aeowcntr
*
user note: interviewer-administered item.
.................................................................................
1 1. first early-out window
2. second early-out window
13115 blank. inap (inapplicable); partial interview
jl3043_1 yr early out window offered- 1
section: j3 level: respondent type: numeric width: 4 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[1].l043a
when was the [first/last] special incentive offered?
year:
user note: interviewer-administered item.
.................................................................................
1984-2023. actual value
1 9998. dk (don't know); na (not ascertained)
9999. rf (refused)
13115 blank. inap (inapplicable); partial interview
jl3045_1m1 type early out window- 1- 1
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[1].l045b
was the special incentive a cash bonus, improved pension benefits, or what?
instr: select all that apply
user note: interviewer-administered item.
.................................................................................
1 1. cash bonus
2. improved pension benefits
3. permanent medical insurance
4. temporary medical insurance
5. temporary cash benefit
6. additional years of service credited
7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
13115 blank. inap (inapplicable); partial interview
jl3045_1m2 type early out window- 1- 2
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[1].l045b
was the special incentive a cash bonus, improved pension benefits, or what?
instr: select all that apply
user note: interviewer-administered item.
.................................................................................
1. cash bonus
2. improved pension benefits
3. permanent medical insurance
4. temporary medical insurance
5. temporary cash benefit
6. additional years of service credited
7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3047_1 early out window- amount cash bonus- 1
section: j3 level: respondent type: numeric width: 8 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[1].l047a
how much did the cash bonus offer amount to?
instr: enter "0" for nothing
amount:
user note: interviewer-administered item.
.................................................................................
1 3000-170000. actual value
99999998. dk (don't know); na (not ascertained)
99999999. rf (refused)
13115 blank. inap (inapplicable); partial interview
jl3048_1 amount extra pension benefits- 1
section: j3 level: respondent type: numeric width: 8 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[1].l048a
how much did the extra pension benefits offer amount to?
amount:
user note: interviewer-administered item.
.................................................................................
0-70000. actual value
99999998. dk (don't know); na (not ascertained)
99999999. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3049_1 amount extra pension benefits-per- 1
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[1].l049a
how much did the extra pension benefits offer amount to?
instr: probe if necessary: was that per week, month, or year?
per:
web-administered text:
how much did the extra pension benefits offer amount to?
per:
user note: interviewer-administered item.
.................................................................................
2. week
4. month
6. year
95. lump sum
97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3052_1 temp medical insurance-# yrs- 1
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[1].l052a
instr: probe if necessary: for how many years was the temporary medical
insurance offered?
1-25 years
user note: interviewer-administered item.
.................................................................................
98. dk (don't know); na (not ascertained)
99. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3053_1 temp medical insurance- until yr- 1
section: j3 level: respondent type: numeric width: 4 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[1].l053a
instr: probe if necessary: until which year was the temporary medical insurance
offered?
user note: interviewer-administered item.
.................................................................................
9998. dk (don't know); na (not ascertained)
9999. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3054_1 amount temp cash benefit- 1
section: j3 level: respondent type: numeric width: 5 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[1].l054a
how much did the temporary cash benefits amount to?
instr: enter "0" for nothing
amount:
user note: interviewer-administered item.
.................................................................................
0-90000. actual value
99998. dk (don't know); na (not ascertained)
99999. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3055_1 amount temp cash benefit - per- 1
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[1].l055a
how much did the temporary cash benefits amount to?
instr: probe if necessary: was that per month or year?
per:
user note: interviewer-administered item.
.................................................................................
2. week
4. month
6. year
95. lump sum
97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3056_1 recd temp cash until-age- 1
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[1].l056a
until what age was the temporary cash benefit offered?
35-80 age
95 number of years given
96 answered year
user note: interviewer-administered item.
.................................................................................
95. number of years given
96. answered year
98. dk (don't know); na (not ascertained)
99. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3057_1 recd temp cash until-# yrs- 1
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[1].l057a
instr: probe if necessary: for how many years was the temporary cash benefit
offered?
0-25 years
user note: interviewer-administered item.
.................................................................................
98. dk (don't know); na (not ascertained)
99. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3058_1 recd temp cash until-yr- 1
section: j3 level: respondent type: numeric width: 4 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[1].l058a
instr: probe if necessary: until which year was the temporary cash benefit
offered?
user note: interviewer-administered item.
.................................................................................
9998. dk (don't know); na (not ascertained)
9999. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3059_1 # yrs service credit- 1
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[1].l059a
how many years of service credit were you offered?
1-20 years
user note: interviewer-administered item.
.................................................................................
5. actual value
98. dk (don't know); na (not ascertained)
99. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3060_1 amount of other incentive offers- 1
section: j3 level: respondent type: numeric width: 8 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[1].l060a
if r mentions other incentives only (l045=7 only):
altogether, how much did the incentive offer amount to?
otherwise:
(not including [the cash bonus, /(and) improved pension benefits, /(and)
permanent medical insurance, /(and) temporary medical insurance/(and) temporary
cash benefit/(and) additional years of service credited,]what was the value of
the other part of the [first/second] incentive offer?
instr: enter "0" for nothing
user note: interviewer-administered item.
.................................................................................
0-250000. actual value
99999998. dk (don't know); na (not ascertained)
99999999. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3061_1 accept incentives and leave- 1
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[1].l061a
did you accept the incentive and leave that employer?
user note: interviewer-administered item.
.................................................................................
1. yes
1 5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
13115 blank. inap (inapplicable); partial interview
jl3062_1 importance of incentive in leaving- 1
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[1].l062a
was the special incentive important in your decision, or would you probably have
left at about that time anyway?
user note: interviewer-administered item.
.................................................................................
1. [important in r's decision/important in my decision]
5. would have left anyway
8. dk (don't know); na (not ascertained)
9. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3063_1 leave if incentive twice amount -1
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[1].l063a
if you had been offered twice as much to leave at that time, would you have done
so?
user note: interviewer-administered item.
.................................................................................
1. yes
1 5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
13115 blank. inap (inapplicable); partial interview
jl3043_2 yr early out window offered- 2
section: j3 level: respondent type: numeric width: 4 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[2].l043a
when was the [first/last] special incentive offered?
year:
user note: interviewer-administered item.
.................................................................................
1991-2022. actual value
9998. dk (don't know); na (not ascertained)
9999. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3045_2m1 type early out window -2-1
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[2].l045b
was the special incentive a cash bonus, improved pension benefits, or what?
instr: select all that apply
user note: interviewer-administered item.
.................................................................................
1. cash bonus
2. improved pension benefits
3. permanent medical insurance
4. temporary medical insurance
5. temporary cash benefit
6. additional years of service credited
7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3045_2m2 type early out window -2-2
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[2].l045b
was the special incentive a cash bonus, improved pension benefits, or what?
instr: select all that apply
user note: interviewer-administered item.
.................................................................................
1. cash bonus
2. improved pension benefits
3. permanent medical insurance
4. temporary medical insurance
5. temporary cash benefit
6. additional years of service credited
7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3045_2m3 type early out window -2-3
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[2].l045b
was the special incentive a cash bonus, improved pension benefits, or what?
instr: select all that apply
user note: interviewer-administered item.
.................................................................................
1. cash bonus
2. improved pension benefits
3. permanent medical insurance
4. temporary medical insurance
5. temporary cash benefit
6. additional years of service credited
7. other (specify)
8. dk (don't know); na (not ascertained)
9. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3047_2 early out window- amount cash bonus- 2
section: j3 level: respondent type: numeric width: 8 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[2].l047a
how much did the cash bonus offer amount to?
instr: enter "0" for nothing
amount:
user note: interviewer-administered item.
.................................................................................
1200-210000. actual value
99999998. dk (don't know); na (not ascertained)
99999999. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3048_2 amount extra pension benefits- 2
section: j3 level: respondent type: numeric width: 8 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[2].l048a
how much did the extra pension benefits offer amount to?
amount:
user note: interviewer-administered item.
.................................................................................
800-22000. actual value
99999998. dk (don't know); na (not ascertained)
99999999. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3049_2 amount extra pension benefits-per- 2
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[2].l049a
how much did the extra pension benefits offer amount to?
instr: probe if necessary: was that per week, month, or year?
per:
web-administered text:
how much did the extra pension benefits offer amount to?
per:
user note: interviewer-administered item.
.................................................................................
2. week
4. month
6. year
95. lump sum
97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3052_2 temp medical insurance-# yrs- 2
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[2].l052a
instr: probe if necessary: for how many years was the temporary medical
insurance offered?
1-25 years
user note: interviewer-administered item.
.................................................................................
98. dk (don't know); na (not ascertained)
99. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3053_2 temp medical insurance- until yr- 2
section: j3 level: respondent type: numeric width: 4 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[2].l053a
instr: probe if necessary: until which year was the temporary medical insurance
offered?
user note: interviewer-administered item.
.................................................................................
9998. dk (don't know); na (not ascertained)
9999. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3054_2 amount temp cash benefit- 2
section: j3 level: respondent type: numeric width: 8 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[2].l054a
how much did the temporary cash benefits amount to?
instr: enter "0" for nothing
amount:
user note: interviewer-administered item.
.................................................................................
99999998. dk (don't know); na (not ascertained)
99999999. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3055_2 amount temp cash benefit - per- 2
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[2].l055a
how much did the temporary cash benefits amount to?
instr: probe if necessary: was that per month or year?
per:
user note: interviewer-administered item.
.................................................................................
2. week
4. month
6. year
95. lump sum
97. other (specify)
98. dk (don't know); na (not ascertained)
99. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3056_2 recd temp cash until-age- 2
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[2].l056a
until what age was the temporary cash benefit offered?
35-80 age
95 number of years given
96 answered year
user note: interviewer-administered item.
.................................................................................
95. number of years given
96. answered year
98. dk (don't know); na (not ascertained)
99. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3057_2 recd temp cash until-# yrs- 2
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[2].l057a
instr: probe if necessary: for how many years was the temporary cash benefit
offered?
0-25 years
user note: interviewer-administered item.
.................................................................................
98. dk (don't know); na (not ascertained)
99. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3058_2 recd temp cash until-yr- 2
section: j3 level: respondent type: numeric width: 4 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[2].l058a
instr: probe if necessary: until which year was the temporary cash benefit
offered?
user note: interviewer-administered item.
.................................................................................
9998. dk (don't know); na (not ascertained)
9999. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3059_2 # yrs service credit- 2
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[2].l059a
how many years of service credit were you offered?
1-20 years
user note: interviewer-administered item.
.................................................................................
5. actual value
8. dk (don't know); na (not ascertained)
9. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3060_2 amount of other incentive offers- 2
section: j3 level: respondent type: numeric width: 6 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[2].l060a
if r mentions other incentives only (l045=7 only):
altogether, how much did the incentive offer amount to?
otherwise:
(not including [the cash bonus, /(and) improved pension benefits, /(and)
permanent medical insurance, /(and) temporary medical insurance/(and) temporary
cash benefit/(and) additional years of service credited,]what was the value of
the other part of the [first/second] incentive offer?
instr: enter "0" for nothing
user note: interviewer-administered item.
.................................................................................
0-250000. actual value
999998. dk (don't know); na (not ascertained)
999999. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3061_2 accept incentives and leave- 2
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[2].l061a
did you accept the incentive and leave that employer?
user note: interviewer-administered item.
.................................................................................
1. yes
5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3062_2 importance of incentive in leaving- 2
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[2].l062a
was the special incentive important in your decision, or would you probably have
left at about that time anyway?
user note: interviewer-administered item.
.................................................................................
1. [important in r's decision/important in my decision]
5. would have left anyway
8. dk (don't know); na (not ascertained)
9. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3063_2 leave if incentive twice amount -2
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.pastearlyout.earlyretwindow[2].l063a
if you had been offered twice as much to leave at that time, would you have done
so?
user note: interviewer-administered item.
.................................................................................
1. yes
5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
13116 blank. inap (inapplicable); partial interview
jl3110 worked and no social security taxes paid
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.earlyjob.l110_
[not counting your current job, have/have]you ever worked for a year or more on
a job that was not covered by social security and for which you did not have to
pay social security taxes?
user note: interviewer-administered item.
.................................................................................
10 1. yes
74 5. no
8. dk (don't know); na (not ascertained)
9. rf (refused)
13032 blank. inap (inapplicable); partial interview
jl3111 yrs worked - no social security taxes paid
section: j3 level: respondent type: numeric width: 3 decimals: 0
ref: secj3.earlyjob.l111_
about how many years did you work on jobs that were not covered by social
security?
user note: interviewer-administered item.
.................................................................................
1 -8. web non-response
9 1-40. actual values
998. dk (don't know); na (not ascertained)
999. rf (refused)
13106 blank. inap (inapplicable); partial interview
j3478 currently recv soc sec income
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.socialsecurity.j478_
do you currently receive any income from social security?
.................................................................................
10 -8. web non-response
8716 1. yes
4240 5. no
27 8. dk (don't know); na (not ascertained)
36 9. rf (refused)
87 blank. inap (inapplicable); partial interview
j3479 expect future soc sec benefits
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.socialsecurity.j479_
do you expect to receive social security benefits at some time in the future?
.................................................................................
4 -8. web non-response
3441 1. yes
747 5. no
48 8. dk (don't know); na (not ascertained)
9. rf (refused)
8876 blank. inap (inapplicable); partial interview
j3719 expect ss based on own work record
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.socialsecurity.j719_
do you expect to get them based on your own work record only, from a current,
previous or late spouse's work record only, or both?
.................................................................................
2472 1. [r's own record only/my record only]
128 2. spouse's record only
787 3. both records
46 8. dk (don't know); na (not ascertained)
8 9. rf (refused)
9675 blank. inap (inapplicable); partial interview
j3480 age expect to collect soc sec income
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.socialsecurity.j480_
at what age do you expect to start collecting these benefits?
instr: if r mentions age and some number of months, e.g., 59 and 1/2, enter age
in the first box and months in the second box.
age:
web-administered text:
at what age do you expect to start collecting these benefits?
.................................................................................
18 -8. web non-response
3248 40-95. actual value
164 98. dk (don't know); na (not ascertained)
11 99. rf (refused)
9675 blank. inap (inapplicable); partial interview
j3910 age - months
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.socialsecurity.j910_
user note: interviewer-administered item.
.................................................................................
209 1-12. actual value
5 98. dk (don't know); na (not ascertained)
12902 blank. inap (inapplicable); partial interview
j3481 soc sec amt present value
section: j3 level: respondent type: numeric width: 6 decimals: 0
ref: secj3.socialsecurity.j481_
if you start collecting social security benefits then, about how much do you
expect the payments to be in today's dollars?
[instr: do not probe dk/rf]
amount:
per:
web-administered text:
if you start collecting social security benefits then, about how much do you
expect the payments to be in today's dollars?
.................................................................................
74 -8. web non-response
2437 0-100000. actual value
705 999998. dk (don't know); na (not ascertained)
31 999999. rf (refused)
9869 blank. inap (inapplicable); partial interview
j3485 soc sec amt present value- per
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.socialsecurity.j485_
(if you start collecting social security benefits then, about how much do you
expect the payments to be in today's dollars?)
amount: [soc sec amt present value]
per:
.................................................................................
62 -8. web non-response
14 2. week
15 3. every two weeks/bi-weekly
2370 4. month
36 6. year
95. lump sum
9 97. other (specify)
6 98. dk (don't know); na (not ascertained)
1 99. rf (refused)
10603 blank. inap (inapplicable); partial interview
j3482 soc sec amt present value- min
section: j3 level: respondent type: numeric width: 4 decimals: 0
ref: secj3.socialsecurity.j482_
(thinking about those social security payments):
do you expect it to be less than $____ per month, more than $____ per month, or
what?
procedures: 2up1down, 1up2down
breakpoints: $250, $500, $750, $1,750
random entry point assignment [1 ($500)] or [not 1 ($750)] at x509
web-admininstered text:
thinking about those social security payments:
do you expect it to be less than $____ per month, more than $____ per month, or
what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
144 0. value of breakpoint
5 250. value of breakpoint
21 251. value of breakpoint
20 500. value of breakpoint
57 501. value of breakpoint
39 750. value of breakpoint
255 751. value of breakpoint
50 1750. value of breakpoint
218 1751. value of breakpoint
12307 blank. inap (inapplicable); partial interview
j3483 soc sec amt present value- max
section: j3 level: respondent type: numeric width: 8 decimals: 0
ref: secj3.socialsecurity.j483_
*
.................................................................................
7 249. value of breakpoint
5 250. value of breakpoint
24 499. value of breakpoint
20 500. value of breakpoint
47 749. value of breakpoint
39 750. value of breakpoint
218 1749. value of breakpoint
50 1750. value of breakpoint
399 99999996. greater than maximum breakpoint
12307 blank. inap (inapplicable); partial interview
j3484 soc sec amt present value- result
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.socialsecurity.j484_
*
.................................................................................
24 0. no breakpoint values given during interview
138 98. dk (don't know); na (not ascertained)
25 99. rf (refused)
12929 blank. inap (inapplicable); partial interview
j3487 amt soc sec benefits- at age 62
section: j3 level: respondent type: numeric width: 6 decimals: 0
ref: secj3.socialsecurity.j487_
if you were [to start collecting benefits at age 62/to retire at age 62 and
collect benefits/to start collecting benefits now/to retire now and collect
benefits], what do you think your social security benefits would be in today's
dollars?
[instr: do not probe dk/rf]
amount:
per:
web-administered text:
if you were [to start collecting benefits at age 62/to retire at age 62 and
collect benefits/to start collecting benefits now/to retire now and collect
benefits] , what do you think your social security benefits would be in today's
dollars?
.................................................................................
72 -8. web non-response
1524 0-50000. actual value
418 99998. dk (don't know); na (not ascertained)
18 99999. rf (refused)
11084 blank. inap (inapplicable); partial interview
j3491 amt soc sec benefits- at age 62- per
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.socialsecurity.j491_
(if you were [to start collecting benefits at age 62/to retire at age 62 and
collect benefits/to start collecting benefits now/to retire now and collect
benefits], what do you think your social security benefits would be in today's
dollars?)
amount: [amt soc sec benefits- at age 62]
per:
.................................................................................
63 -8. web non-response
14 2. week
16 3. every two weeks/bi-weekly
1465 4. month
14 6. year
5 7. other
3 8. dk (don't know); na (not ascertained)
9. rf (refused)
11536 blank. inap (inapplicable); partial interview
j3488 amt soc sec benefits- at age 62- min
section: j3 level: respondent type: numeric width: 4 decimals: 0
ref: secj3.socialsecurity.j488_
(thinking about those social security payments):
do you expect them to be less than $____ per month, more than $____ per month,
or what?
procedures: 2up1down, 1up2down
breakpoints: $500, $700, $900, $1,200
random entry point assignment [1 ($700)] or [not 1 ($900)] at x510
web-administered text:
thinking about those social security payments:
do you expect them to be less than $____ per month, more than $____ per month,
or what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
191 0. value of breakpoint
7 500. value of breakpoint
32 501. value of breakpoint
6 700. value of breakpoint
47 701. value of breakpoint
23 900. value of breakpoint
57 901. value of breakpoint
18 1200. value of breakpoint
126 1201. value of breakpoint
12609 blank. inap (inapplicable); partial interview
j3489 amt soc sec benefits- at age 62- max
section: j3 level: respondent type: numeric width: 8 decimals: 0
ref: secj3.socialsecurity.j489_
*
.................................................................................
33 499. value of breakpoint
7 500. value of breakpoint
39 699. value of breakpoint
6 700. value of breakpoint
43 899. value of breakpoint
23 900. value of breakpoint
44 1199. value of breakpoint
18 1200. value of breakpoint
294 99999996. greater than maximum breakpoint
12609 blank. inap (inapplicable); partial interview
j3490 amt soc sec benefits- at age 62- result
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.socialsecurity.j490_
*
.................................................................................
34 0. no breakpoint values given during interview
127 98. dk (don't know); na (not ascertained)
17 99. rf (refused)
12938 blank. inap (inapplicable); partial interview
j3493 amt soc sec benes- age 62- per specify
section: j3 level: respondent type: numeric width: 6 decimals: 0
ref: secj3.socialsecurity.j493_
if you were [to start collecting benefits at your social security normal
retirement age/to retire at your social security normal retirement age and
collect benefits/to start collecting benefits now/to retire now, and collect
benefits], what do you think your social security benefits would be in today's
dollars?
[instr: do not probe dk/rf]
amount:
per:
web-administered text:
if you were [to start collecting benefits at your social security normal
retirement age/to retire at your social security normal retirement age and
collect benefits/to start collecting benefits now/to retire now, and collect
benefits] , what do you think
.................................................................................
86 -8. web non-response
2553 0-60000. actual value
516 99998. dk (don't know); na (not ascertained)
41 99999. rf (refused)
9920 blank. inap (inapplicable); partial interview
j3497 amt soc sec benes- normal ret age-per
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.socialsecurity.j497_
(if you were [to start collecting benefits at your social security normal
retirement age/to retire at your social security normal retirement age and
collect benefits/to start collecting benefits now/to retire now, and collect
benefits], what do you think your social security benefits would be in today's
dollars?)
amount: [amt soc sec benes- age 62- per specify]
per:
.................................................................................
79 -8. web non-response
15 2. week
15 3. every two weeks/bi-weekly
2476 4. month
38 6. year
6 97. other (specify)
6 98. dk (don't know); na (not ascertained)
99. rf (refused)
10481 blank. inap (inapplicable); partial interview
j3494 amt soc sec benefits- at age 65- min
section: j3 level: respondent type: numeric width: 4 decimals: 0
ref: secj3.socialsecurity.j494_
(thinking about those social security payments):
do you expect it to be less than $____ per month, more than $____ per month, or
what?
procedures: 2up1down, 1up2down
breakpoints: $600, $900, $1,200, $1,500
random entry point assignment [1 ($900)] or [not 1 ($1,200)] at x501
web-administered text:
thinking about those social security payments:
do you expect it to be less than $____ per month, more than $____ per month, or
what?
user note: the procedures apply to both the interviewer-administered and
web-administered text.
.................................................................................
230 0. value of breakpoint
7 600. value of breakpoint
64 601. value of breakpoint
20 900. value of breakpoint
66 901. value of breakpoint
39 1200. value of breakpoint
47 1201. value of breakpoint
20 1500. value of breakpoint
150 1501. value of breakpoint
12473 blank. inap (inapplicable); partial interview
j3495 amt soc sec benefits- at age 65- max
section: j3 level: respondent type: numeric width: 8 decimals: 0
ref: secj3.socialsecurity.j495_
*
.................................................................................
23 599. value of breakpoint
7 600. value of breakpoint
75 899. value of breakpoint
20 900. value of breakpoint
59 1199. value of breakpoint
39 1200. value of breakpoint
38 1499. value of breakpoint
20 1500. value of breakpoint
362 99999996. greater than maximum breakpoint
12473 blank. inap (inapplicable); partial interview
j3496 amt soc sec benefits- at age 65- result
section: j3 level: respondent type: numeric width: 2 decimals: 0
ref: secj3.socialsecurity.j496_
*
.................................................................................
44 0. no breakpoint values given during interview
149 98. dk (don't know); na (not ascertained)
32 99. rf (refused)
12891 blank. inap (inapplicable); partial interview
j3assist assist section j3 - employment
section: j3 level: respondent type: numeric width: 1 decimals: 0
ref: secj3.j3assist
instr: how often did r receive assistance with answers in section j3 -
employment?
user note: interviewer-administered item.
.................................................................................
11333 1. never
165 2. a few times
59 3. most or all of the time
11 4. the section was done by a proxy reporter
8. dk (don't know); na (not ascertained)
9. rf (refused)
1548 blank. inap (inapplicable); partial interview
j3mode ending mode - section j3
section: j3 level: respondent type: numeric width: 1 decimals: 0
user note: this variable identifies the mode at completion of this section.
.................................................................................
5675 1. phone
5897 2. ftf
1261 3. web
199 4. web-small
84 blank. inap (inapplicable); partial interview
vdate 2022 data model version
section: j3 level: respondent type: numeric width: 1 decimals: 0
user note: this variable identifies which data model was used to interview the
household. please reference the data description for a summary of changes in
each data model.
.................................................................................
2155 1. version 1
2035 2. version 2
1184 3. version 3
450 4. version 4
1439 5. version 5
5853 6. version 6
version 2022 data release version
section: j3 level: respondent type: numeric width: 1 decimals: 0
.................................................................................
13116 1. hrs 2022 early release - february 2024