K. Last Job (respondent)

K. Last Job (respondent) module of HRS 2004

Start of K. Last Job (respondent)
 
If KZ076 = NEW INTERVIEW »
 
   
 
If KJ005 != WORKING NOW and KJ020 != YES »
 
     
   
JK003

Work for pay more than few mos

HAVE YOU EVER WORKED FOR PAY FOR MORE THAN A FEW MONTHS?
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If Work for pay more than few mos != 5 and Work for pay more than few mos was answered »
 
       
     
JK004

Last wrked when-yr

WHEN DID YOU LAST WORK FOR PAY? YEAR: OR YEARS AGO:
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If Last wrked when-yr was not answered »
 
         
       
JK005

Last wrked when-yrs ago

(WHEN DID YOU LAST WORK FOR PAY?) YEAR: OR YEARS AGO:
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If Last wrked when-yr < 2 YEARS AGO or Last wrked when-yrs ago < 2 YEARS AGO »
 
         
       
JK006

Last wrked-mo

IN WHAT MONTH WAS THAT?
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If (Last wrked when-yr was answered and Last wrked when-yr = LESS THAN 20 YEARS AGO) or (Last wrked when-yrs ago was answered and Last wrked when-yr = LESS THAN 20 YEARS AGO) »
 
         
       
JK007

Self/other employed

THE NEXT QUESTIONS ARE ABOUT THE LAST JOB YOU HAD. WE'RE INTERESTED IN YOUR SITUATION NEAR THE END OF THIS JOB. DID YOU WORK FOR SOMEONE ELSE, WERE YOU SELF-EMPLOYED, OR WHAT? INTERVIEWER: IF R SAYS, 'I RAN MY OWN BUSINESS' ENTER 'SELF-EMPLOYED'
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JK008

Industry - masked

(WHAT KIND OF BUSINESS OR INDUSTRY DID YOU WORK IN-- THAT IS, WHAT DID THEY MAKE OR DO AT THE PLACE WHERE YOU WORKED?\WHAT INDUSTRY DID YOU WORK IN? THAT IS, WHAT DID YOUR COMPANY DO OR MAKE? (WHAT INDUSTRY DID YOU TYPICALLY WORK IN?))

USER NOTE: CODE CATEGORIES HAVE BEEN COLLAPSED TO PROTECT PARTICIPANT CONFIDENTIALITY.
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JK010

Type wrk done - masked

WHAT SORT OF WORK DID YOU DO? (TELL ME A LITTLE MORE ABOUT WHAT YOU DID.)

USER NOTE: CODE CATEGORIES HAVE BEEN COLLAPSED TO PROTECT PARTICIPANT CONFIDENTIALITY.
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JK011

Hrs wrk pr wk

HOW MANY HOURS A WEEK DID YOU USUALLY WORK (FOR THIS EMPLOYER\IN THIS BUSINESS)? HOURS PER WEEK:
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If Self/other employed != 2 and KZ023 != 1.AHEAD (BORN BEFORE 1924) and KZ023 != 2. CODA (BORN 1924-1930) »
 
           
         
JK012

Could reduce hrs if wanted

NOT COUNTING ANY OVERTIME HOURS, COULD YOU HAVE REDUCED THE NUMBER OF HOURS IN YOUR REGULAR WORK SCHEDULE?
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If Could reduce hrs if wanted != 5 and Could reduce hrs if wanted was answered »
 
             
           
JK013

Could reduce hrs if wanted- affect pay

COULD YOU HAVE REDUCED YOUR WORK HOURS BY QUITE A LOT, SAY TO HALF WHAT YOU USUALLY WORKED, WITHOUT AFFECTING EITHER YOUR HOURLY PAY RATE OR YOUR FRINGE BENEFITS?
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JK014

Wks wrk pr yr

INTERVIEWER: READ SLOWLY COUNTING PAID VACATIONS AS WEEKS OF WORK, HOW MANY WEEKS A YEAR DID YOU USUALLY WORK? # OF WEEKS:
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JK015

Earnings when left

HOW MUCH WERE YOU EARNING, BEFORE DEDUCTIONS, WHEN YOU (LEFT THAT EMPLOYER? INTERVIEWER: IF RESPONDENT WAS A TEACHER, RECORD ANNUAL SALARY\STOPPED WORKING FOR THE BUSINESS?) INTERVIEWER: IF AMOUNT PER HOUR, ENTER BOTH DOLLARS AND CENTS AMOUNT: PER:
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If Earnings when left != 0 and Earnings when left was answered »
 
           
         
JK016

Earnings when left- per

(HOW MUCH WERE YOU EARNING, BEFORE DEDUCTIONS, WHEN YOU (LEFT THAT EMPLOYER? INTERVIEWER: IF RESPONDENT WAS A TEACHER, RECORD ANNUAL SALARY\STOPPED WORKING FOR THE BUSINESS?)) AMOUNT: (EARNINGS WHEN LEFT) PER:
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If Self/other employed != 2 and KZ023 != 1.AHEAD (BORN BEFORE 1924) and KZ023 != 2. CODA (BORN 1924-1930) »
 
           
         
JK018

# of employees at location

ABOUT HOW MANY EMPLOYEES WORKED FOR THAT COMPANY OR ORGANIZATION AT THE LOCATION WHERE YOU WORKED? INTERVIEWER: DO NOT PROBE DK/RF # OF EMPLOYEES:
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If # of employees at location was not answered »
 
             
           
JK019

Estimated # employees at location

WAS IT FEWER THAN 5, 5 TO 14, 15 TO 24, 25 TO 99, 100 TO 499, OR 500 OR MORE?
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JK020

Total # of employees

ABOUT HOW MANY EMPLOYEES WORKED FOR THAT COMPANY OR ORGANIZATION AT ALL LOCATIONS? INTERVIEWER: DO NOT PROBE DK/RF (ENTER '-2' IF ONLY ONE LOCATION) (THE NUMBER MUST BE AT LEAST AS LARGE AS K018) # OF EMPLOYEES:

53 -2. ONE LOCATION
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If Total # of employees was not answered »
 
             
           
JK021

Estimated total # employees

WAS IT FEWER THAN 5, 5 TO 14, 15 TO 24, 25 TO 99, 100 TO 499, OR 500 OR MORE?
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JK022

Start wrk-yr

WHEN DID YOU START WORKING FOR (THAT EMPLOYER\[YOURSELF ])? YEAR: OR YEARS AGO: OR AT AGE:
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If Start wrk-yr was not answered »
 
         
       
JK023

Start wrk-yrs ago

(WHEN DID YOU START WORKING FOR (THAT EMPLOYER\[YOURSELF ])?) YEAR: OR YEARS AGO: OR AT AGE:
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If Start wrk-yrs ago was assigned an EMPTY value »
 
           
         
JK024

Start wrk- at age

(WHEN DID YOU START WORKING FOR (THAT EMPLOYER\[YOURSELF ])?) YEAR: OR YEARS AGO: OR AT AGE:
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If (Last wrked when-yr was answered and Last wrked when-yr = LESS THAN 20 YEARS AGO) or (Last wrked when-yrs ago was answered and Last wrked when-yr = LESS THAN 20 YEARS AGO) »
 
         
       
JK025

Earnings when started

HOW MUCH WERE YOU EARNING, BEFORE TAXES AND OTHER DEDUCTIONS, WHEN YOU STARTED? INTERVIEWER: IF AMOUNT PER HOUR, ENTER BOTH DOLLARS AND CENTS AMOUNT: PER:
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If Earnings when started was answered and Earnings when started != 0 »
 
           
         
JK026

Earnings when started- per

(HOW MUCH WERE YOU EARNING, BEFORE TAXES AND OTHER DEDUCTIONS, WHEN YOU STARTED?) AMOUNT: (EARNINGS WHEN STARTED) PER:
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If Self/other employed != 2 and KZ023 != 1.AHEAD (BORN BEFORE 1924) and KZ023 != 2. CODA (BORN 1924-1930) »
 
           
         
JK028

Union contract/employee contract

WERE YOU COVERED ON THAT JOB BY A UNION OR EMPLOYEE-ASSOCIATION CONTRACT?
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JK029

Why left employer

WHY DID YOU ______ INTERVIEWER: PROBE IF NECESSARY: (DID THE BUSINESS CLOSE, WERE YOU LAID OFF OR LET GO, DID YOU LEAVE TO TAKE CARE OF FAMILY MEMBERS, OR WHAT?) DO NOT PROBE BUT ENTER ALL THAT APPLY
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JK031

Included in pension plan

(WERE\ASIDE FROM IRAS NOT SPONSORED BY YOUR BUSINESS OR KEOGH PLANS, WERE) YOU INCLUDED IN A PENSION OR RETIREMENT PLAN, OR IN ANY TAX DEFERRED SAVINGS PLAN, THROUGH YOUR WORK WHEN YOU WORKED FOR (THAT EMPLOYER\[YOURSELF ])?
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If Included in pension plan != 5 and Included in pension plan was answered »
 
             
           
JK032

# pension plans

IN HOW MANY DIFFERENT PENSION PLANS WERE YOU INCLUDED ON THAT JOB? 1-8 PLANS
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If # pension plans = 98 »
 
               
             
JK033

One plan or more

IS THIS JUST ONE PLAN OR MORE THAN ONE?
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JKW001

Type of pension plan

(I WOULD LIKE TO KNOW ABOUT THE TYPE OF THE MOST IMPORTANT PENSION OR RETIREMENT PLAN [SHE\HE] HAD.\NOW I HAVE SOME QUESTIONS ABOUT THE MOST IMPORTANT OF THESE PLANS. I WOULD LIKE TO KNOW WHAT TYPE OF PLAN THIS WAS.\NOW I HAVE SOME QUESTIONS ABOUT THE NE) ______ SOME RETIREMENT PLANS, CALL THEM TYPE A, BENEFITS ARE USUALLY BASED ON A FORMULA INVOLVING AGE, YEARS OF SERVICE AND SALARY. IN OTHER PLANS, CALL THEM TYPE B, MONEY IS ACCUMULATED IN AN ACCOUNT FOR YOU. ______ WAS YOUR PLAN TYPE A OR TYPE B? INTERVIEWER: 401-K, 403-B, ESOP, SRA, THRIFT/SAVINGS, STOCK/PROFIT SHARING, MONEY PURCHASE PLANS, AND CASH BALANCE PLANS ARE ALL TYPE B RETIREMENT PLANS TYPE A PLANS ARE OFTEN CALLED 'DEFINED BENEFIT' PLANS TYPE B PLANS ARE OFTEN CALLED 'DEFINED CONTRIBUTION'
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If Type of pension plan = 2 or Type of pension plan = 3 or Type of pension plan = 8 »
 
               
             
JKW002

Amount in pension when left-b

(FOR THE PART OF [HER \HIS ] PENSION WHERE MONEY WAS ACCUMULATED IN AN ACCOUNT, HOW \HOW) MUCH MONEY WAS IN YOUR ACCOUNT WHEN YOU LEFT THAT (EMPLOYER BUSINESS)? INTERVIEWER: DO NOT PROBE DK/RF AMOUNT:
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If Amount in pension when left-b was not answered »
 
                 
               
JKW003_B

Amount in pension when left-b

DID IT AMOUNT TO A TOTAL OF LESS THAN $______, MORE THAN $______, OR WHAT?
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JKW006

Disposition of pension-b

WHEN YOU ______ DID YOU WITHDRAW THE MONEY, ROLL IT OVER INTO AN IRA, LEAVE IT TO ACCUMULATE IN THE OLD PLAN, CONVERT IT TO AN ANNUITY, ______ OR WHAT? INTERVIEWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP QUESTIONS
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If Disposition of pension-b = 3 or Disposition of pension-b = 7 »
 
                 
               
JKW008

Amount left in old account-b

HOW MUCH MONEY DID YOU LEAVE IN THE OLD ACCOUNT TO ACCUMULATE?
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If Disposition of pension-b = 3 »
 
                 
               
JKW009

Amount in pension now-b

HOW MUCH IS IN THAT ACCOUNT NOW? INTERVIEWER: DO NOT PROBE DK/RF AMOUNT:
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JKW010_B

Amount in pension now-b

DOES IT AMOUNT TO LESS THAN $______, MORE THAN $______, OR WHAT?
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If Disposition of pension-b = 4 »
 
                 
               
JKW013

Amount converted to annuity-b

HOW MUCH DID YOU CONVERT TO AN ANNUITY? AMOUNT:
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JKW014

Age when annuity started-b

HOW OLD WERE YOU WHEN YOU STARTED RECEIVING THE BENEFITS FROM THAT ANNUITY? INTERVIEWER: IF R INDICATES BENEFITS HAVE NOT YET STARTED, ASK AT WHAT AGE THEY WILL BEGIN, AND NOTE THIS IN COMMENT BOX
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JKW015

Amount of annuity-b

HOW MUCH ARE THE BENEFITS FROM THAT ANNUITY PER MONTH OR YEAR? INTERVIEWER: IF BENEFITS HAVE NOT YET STARTED, RECORD WHAT BENEFITS WILL BE AMOUNT: PER:
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If Amount of annuity-b != 0 and Amount of annuity-b != 99999998 and Amount of annuity-b != 99999999 »
 
                   
                 
JKW016

Amount of annuity per-b

INTERVIEWER: PROBE IF NECESSARY: IS THAT PER MONTH OR YEAR? AMOUNT: $ (AMOUNT OF ANNUITY-B) PER:
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JKW049

Annuity benefits duration

WILL THIS PAYMENT CONTINUE ______ AS LONG AS YOU LIVE, ([PIW049] LIVE \[PIW049] LIVES ) IS IT FOR A FIXED TIME PERIOD, OR WHAT?
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If Annuity benefits duration = 3 »
 
                   
                 
JKW051

Annuity benefits-until yr

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If Annuity benefits-until yr was assigned an EMPTY value »
 
                     
                   
JKW052

Annuity benefits-until age

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If Annuity benefits-until age was assigned an EMPTY value »
 
                       
                     
JKW053

Annuity benefits-years

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JKW054

Spp die will annuity income change

IF YOU OR YOUR (HUSBAND\WIFE\PARTNER) SHOULD DIE, WILL THE INCOME FROM THE ANNUITY CHANGE, STAY THE SAME, OR WHAT?
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JKW018

Amount of pension rollover-b

HOW MUCH DID THE ROLLOVER AMOUNT TO? AMOUNT:
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If Disposition of pension-b = 1 »
 
                 
               
JKW056

How much money withdrawn

HOW MUCH MONEY DID YOU WITHDRAW?
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JKW057

What done with money withdrawn

WHAT DID YOU DO WITH THE MONEY?
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If Type of pension plan = 1 or Type of pension plan = 3 or Type of pension plan = 8 »
 
               
             
JKW021

Disposition of pension-a

(NOW, ABOUT THE PART OF [HER \HIS ] PENSION WHERE BENEFITS ARE BASED ON A FORMULA.) DO YOU EXPECT TO RECEIVE BENEFITS FROM THIS PLAN IN THE FUTURE, ARE YOU RECEIVING BENEFITS NOW, DID YOU GET A CASH SETTLEMENT WHEN YOU LEFT, DID YOU LOSE YOUR BENEFITS, DID YOU ROLL OVER INTO AN IRA, OR WHAT? INTERVIEWER: DO NOT PROBE BUT CHOOSE ALL THAT APPLY AND ASK ALL APPROPRIATE FOLLOW-UP QUESTIONS
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If Disposition of pension-a = 2 »
 
                 
               
JKW023

Month start receiving benefits-a

IN WHAT MONTH AND YEAR DID YOU START TO RECEIVE THESE BENEFITS? MONTH: YEAR:
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JKW024

Year start receiving benefits-a

(IN WHAT MONTH AND YEAR DID YOU START TO RECEIVE THESE BENEFITS?) MONTH: (MONTH START RECEIVING BENEFITS-A) YEAR:
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JKW025

Amount of benefits

HOW MUCH ARE THE BENEFITS PER MONTH OR YEAR? INTERVIEWER: DO NOT PROBE DK/RF AMOUNT: PER:
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If Amount of benefits = 8 or Amount of benefits = 99999999 »
 
                   
                 
JK116_B

Amount of pension benefits

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JKW028

Adjusted for cost of living

ARE THE BENEFITS ADJUSTED FOR CHANGES IN THE COST OF LIVING?
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If Adjusted for cost of living != 1 »
 
                   
                 
JKW029

Ever adjusted for cost of living

HAVE THEY EVER BEEN ADJUSTED FOR CHANGES IN THE COST OF LIVING?
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If Adjusted for cost of living = 1 »
 
                   
                 
JKW059

Benefits adjusted automatically

ARE THE BENEFITS ADJUSTED AUTOMATICALLY?
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If Disposition of pension-a = 3 »
 
                 
               
JKW030

Amount of cash settlement

HOW MUCH DID THE CASH SETTLEMENT AMOUNT TO? INTERVIEWER: DO NOT PROBE DK/RF AMOUNT:
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If Amount of cash settlement = 99999998 or Amount of cash settlement = 99999999 »
 
                   
                 
JK123_B

Amount of cash settlement

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JKW031

What r did w/ cash-a

WHAT DID YOU DO WITH THE MONEY?
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If Disposition of pension-a = 4 »
 
                 
               
JKW033

Amount of rollover-a

IRA ROLLOVER HOW MUCH DID THE ROLLOVER AMOUNT TO? AMOUNT:
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If Disposition of pension-a = 1 »
 
                 
               
JKW034

Number of years in plan

HOW MANY YEARS ALTOGETHER WERE YOU INCLUDED IN THIS PLAN? INTERVIEWER: INCLUDE YEARS WITH OTHER EMPLOYERS IF SAME PLAN ROUND THE VALUE TO THE NEAREST YEAR 0-50 YEARS
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If KA009 = SELF »
 
                   
                 
JKW035

Age expect to rec benefits

AT WHAT AGE DO YOU EXPECT TO START RECEIVING (THE REST OF YOUR) BENEFITS FROM THIS PLAN? 40-94 AGE 96 ALREADY RECEIVING ALL BENEFITS
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If Age expect to rec benefits was answered and Age expect to rec benefits != 96 »
 
                     
                   
JKW036

Form of expected benefits

ABOUT HOW MUCH DO YOU EXPECT THESE BENEFITS TO BE, EITHER AS A PERCENT OF YOUR PAY WHEN YOU LEFT THAT JOB, OR AS AN AMOUNT PER MONTH OR YEAR WHEN YOU START RECEIVING THEM?
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If Form of expected benefits = 1 »
 
                       
                     
JKW037

Expected benefit-pct final pay

INTERVIEWER: ENTER THE PERCENT OF FINAL PAY 1-100 PERCENT PERCENT
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ElseIf Form of expected benefits = 2 »
 
                       
                     
JKW038

Amount of expected benefits

INTERVIEWER: PROBE IF NECESSARY: HOW MUCH DO YOU EXPECT TO RECEIVE? DO NOT PROBE DK/RF AMOUNT: PER:
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If Amount of expected benefits = 99999998 or Amount of expected benefits = 99999999 »
 
                         
                       
JK133_B

Amount of expected benefits

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If Amount of expected benefits was answered »
 
                         
                       
JKW039

Expected benefits per

INTERVIEWER: PROBE IF NECESSARY: IS THAT PER MONTH OR YEAR? AMOUNT: (AMOUNT OF EXPECTED BENEFITS) PER:
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Else
 
                       
                     
JKW041

Expected benefits-lump sum

INTERVIEWER: ENTER LUMP SUM AMOUNT AMOUNT:
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If Number of years in plan !was assigned an EMPTY value »
 
                   
                 
JKW042

Earliest age leave/rec pension

WHAT IS THE EARLIEST AGE AT WHICH YOU COULD HAVE LEFT THAT JOB AND BEGUN TO RECEIVE PENSION BENEFITS FROM THIS PLAN? 30-80 AGE 95 NO AGE REQUIREMENT
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JK035

Ever on layoff/unemployment

OVER THE LAST 10 YEARS, SINCE ______, HAVE YOU EVER BEEN ON TEMPORARY LAYOFF, OR UNEMPLOYED AND LOOKING FOR WORK? INTERVIEWER: INCLUDE CURRENT PERIOD IF R IS NOW LOOKING FOR WORK
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If Ever on layoff/unemployment was answered and Ever on layoff/unemployment != 5 »
 
             
           
JK036

Ever on layoff/unemployment- # of times

HOW MANY TIMES HAVE YOU BEEN ON TEMPORARY LAYOFF OR UNEMPLOYED AND LOOKING FOR WORK? # OF TIMES:
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JK038

Assist section k

INTERVIEWER: HOW OFTEN DID R RECEIVE ASSISTANCE WITH ANSWERS IN SECTION K - LAST JOB?
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End of K. Last Job (respondent)