L. Job History (respondent)

L. Job History (respondent) module of HRS 2008

Start of L. Job History (respondent)
 
If R ever interviewed = NEW INTERVIEW »
 
   
 
If Work for pay more than few mos != NO and Work for pay more than few mos was answered and (Last wrked when-yr > 1982 or Last wrked when-yrs ago < 20) »
 
     
   
LL005

Otr employer 5+ yrs

BESIDES [YOUR CURRENT JOB,/THE JOB YOU JUST TOLD ME ABOUT,] HAVE YOU WORKED FOR ANY OTHER EMPLOYER FOR AT LEAST 5 YEARS OR MORE, INCLUDING SELF-EMPLOYMENT?
expand
     
   
If Otr employer 5+ yrs != 5 and Otr employer 5+ yrs was answered »
 
       
     
LL006

# employers

FOR HOW MANY SUCH EMPLOYERS HAVE YOU WORKED?
expand
       
     
LL007

Self/otr employed

[I WANT TO ASK ABOUT THE MOST RECENT SUCH JOB.] WERE YOU WORKING FOR SOMEONE ELSE, WERE YOU SELF-EMPLOYED, OR WHAT?

IF R SAYS, 'I RAN MY OWN BUSINESS' ENTER 'SELF-EMPLOYED'
expand
       
     
LL009

Start wrk-yr

WHEN DID YOU START WORKING FOR [THAT EMPLOYER/[YOURSELF ]]?

YEAR: OR YEARS AGO: OR AT AGE:
expand
       
     
If Start wrk-yr was assigned an EMPTY value »
 
         
       
LL010

Start work-yrs ago

(WHEN DID YOU START WORKING FOR [THAT EMPLOYER/[YOURSELF ]]?)

YEAR: OR YEARS AGO: OR AT AGE:
expand
         
       
If Start work-yrs ago was assigned an EMPTY value »
 
           
         
LL011

Start work- at age

(WHEN DID YOU START WORKING FOR [THAT EMPLOYER/[YOURSELF ]]?)

YEAR: OR YEARS AGO: OR AT AGE:
expand
           
     
LL013

Industry - masked

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

USER NOTE: CODE CATEGORIES HAVE BEEN COLLAPSED TO PROTECT PARTICIPANT CONFIDENTIALITY.
expand
       
     
LL015

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.
expand
       
     
LL016

Left employer-yr

WHEN DID YOU [LEAVE THAT EMPLOYER/STOP WORKING FOR [YOURSELF ]]?

YEAR: OR YEARS AGO: OR AT AGE:
expand
       
     
If Left employer-yr was assigned an EMPTY value »
 
         
       
LL017

Left employer-yrs ago

(WHEN DID YOU [LEAVE THAT EMPLOYER/STOP WORKING FOR [YOURSELF ]]?)

YEAR: OR YEARS AGO: OR AT AGE:
expand
         
       
If Left employer-yrs ago was assigned an EMPTY value »
 
           
         
LL018

Left employer- at age

(WHEN DID YOU [LEAVE THAT EMPLOYER/STOP WORKING FOR [YOURSELF ]]?)

YEAR: OR YEARS AGO: OR AT AGE:
expand
           
     
LL020

Hrs wrked pr wk

DURING YOUR LAST FULL YEAR AT THAT JOB, HOW MANY HOURS A WEEK DID YOU USUALLY WORK?

HOURS PER WEEK:
expand
       
     
LL021

Wks wrked pr yr

READ SLOWLY

COUNTING PAID VACATIONS AS WEEKS OF WORK, HOW MANY WEEKS DID YOU WORK THAT YEAR?

# OF WEEKS:
expand
       
     
If Self/otr employed != 2 and Prev wave which cohort != 1.AHEAD (BORN BEFORE 1924) and LZ023 != 2. CODA (BORN 1924-1930) »
 
         
       
LL096

Salaried or hourly-most recent job

WERE YOU SALARIED ON THAT JOB, PAID BY THE HOUR, OR WHAT?
expand
         
     
LL022

Earning in last yr

HOW MUCH WERE YOU EARNING, BEFORE TAXES AND OTHER DEDUCTIONS, THAT YEAR?

IF RESPONDENT WAS A TEACHER, RECORD ANNUAL SALARY

IF AMOUNT PER HOUR, ENTER BOTH DOLLARS AND CENTS

USE ZERO FOR NONE

AMOUNT:

PER:
expand
       
     
If Earning in last yr was answered and Earning in last yr != 0 »
 
         
       
LL023

Earning in last yr- per

(HOW MUCH WERE YOU EARNING, BEFORE TAXES AND OTHER DEDUCTIONS, THAT YEAR?)

PROBE IF NECESSARY: WAS THAT PER HOUR, WEEK, MONTH, OR YEAR?

IF RESPONDENT IS A TEACHER, RECORD ANNUAL SALARY

AMOUNT: [EARNING IN LAST YR]

PER:
expand
         
     
If Prev wave which cohort != 1.AHEAD (BORN BEFORE 1924) and LZ023 != 2. CODA (BORN 1924-1930) »
 
         
       
If Self/otr employed != 2 »
 
           
         
LL095

Covered by union on job

WERE YOU COVERED ON THAT JOB BY A UNION OR EMPLOYEE-ASSOCIATION CONTRACT?
expand
           
       
LL025

Why left employer

WHY DID YOU [STOP WORKING AT THIS BUSINESS?/LEAVE THAT EMPLOYER?]

ASK IF NECESSARY: (DID THE BUSINESS CLOSE, WERE YOU LAID OFF OR LET GO, DID YOU HAVE POOR HEALTH OR A DISABILITY, DID YOU LEAVE TO TAKE CARE OF FAMILY MEMBERS, DID YOU QUIT, DID YOU RETIRE, DID OWNERSHIP OF YOUR EMPLOYMENT CHANGE, DID YOUR PENSION RULES CHANGE, OR WHAT?)

ENTER ALL THAT APPLY
expand
         
     
LL027

Included in pension plan

IF R IS SELF-EMPLOYED (L007=2): 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 YOURSELF?

OTHERWISE: 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?

[IWER: IF R MENTIONS IRA OR SOCIAL SECURITY, NOTE IN COMMENT BOX AND SAY:] I WILL ASK ABOUT THESE LATER IN THE INTERVIEW. HERE, I JUST WANT TO FIND OUT ABOUT OTHER PLANS OPERATED THROUGH YOUR PREVIOUS [BUSINESS/EMPLOYER].
expand
       
     
If Prev wave which cohort != 1.AHEAD (BORN BEFORE 1924) and LZ023 != 2. CODA (BORN 1924-1930) »
 
         
       
If Included in pension plan was answered and Included in pension plan != 5 »
 
           
         
LL028

# pension plans

IN HOW MANY DIFFERENT PENSION PLANS WERE YOU INCLUDED ON THIS JOB?

1-8 PLANS
expand
           
         
If # pension plans = 98 »
 
             
           
LL029

Included in one or more pension plans

IS THIS JUST ONE PLAN OR MORE THAN ONE?
expand
             
         
If Employer pension counter !was assigned an EMPTY value »
 
             
           
As CNT goes from 1 to Employer pension counter  »
 
               
             
LLW001

Type of pension plan-most recent

(COULD YOU TELL ME A LITTLE MORE ABOUT THIS PLAN?)

I WOULD LIKE TO KNOW WHAT TYPE OF PLAN THIS WAS. ______ 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?

IF R HAS MULTIPLE PLANS OF DIFFERENT TYPES, RECORD THEM AS SEPARATE PLANS RATHER THAN COMBINING THEM AS 'BOTH'.

401-K, 403-B, 457, ESOP, SRA, (TSP) THRIFT/SAVINGS, STOCK/PROFIT SHARING, MONEY PURCHASE PLANS, SEP/SIMPLE, 401A, 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'
expand
               
             
If Type of pension plan-most recent = 2 or Type of pension plan-most recent = 3 or Type of pension plan-most recent = 98 »
 
                 
               
LLW002

Amount in pens when left-b

[FOR THE PART OF YOUR PENSION WHERE MONEY IS ACCUMULATED IN AN ACCOUNT, HOW /HOW ] MUCH MONEY WAS IN YOUR ACCOUNT WHEN YOU LEFT THAT [BUSINESS/EMPLOYER/JOB]?

IF R SAYS 'DOES NOT HAVE AN ACCOUNT', ENTER [99999996]

DO NOT PROBE DK/RF

AMOUNT:




expand
                 
               
If Amount in pens when left-b = 99999998 or Amount in pens when left-b = 99999999 »
 
                   
                 
LLW003

Did it amount to a total of less than $____, more than $____ , or what? PROCEDURE: 2Up1Down, 1Up2Down BREAKPOINTS:$5,000, $20,000, $50,000, $150,000 RANDOM ENTRY POINTS: $20,000, $50,000

DID IT AMOUNT TO A TOTAL OF LESS THAN $____, MORE THAN $____ , OR WHAT? PROCEDURE: 2UP1DOWN, 1UP2DOWN BREAKPOINTS:$5,000, $20,000, $50,000, $150,000 RANDOM ENTRY POINTS: $20,000, $50,000
                   
                 
LLW004

Did it amount to a total of less than $____, more than $____ , or what? PROCEDURE: 2Up1Down, 1Up2Down BREAKPOINTS:$5,000, $20,000, $50,000, $150,000 RANDOM ENTRY POINTS: $20,000, $50,000

DID IT AMOUNT TO A TOTAL OF LESS THAN $____, MORE THAN $____ , OR WHAT? PROCEDURE: 2UP1DOWN, 1UP2DOWN BREAKPOINTS:$5,000, $20,000, $50,000, $150,000 RANDOM ENTRY POINTS: $20,000, $50,000
                   
                 
LLW005

Did it amount to a total of less than $____, more than $____ , or what? PROCEDURE: 2Up1Down, 1Up2Down BREAKPOINTS:$5,000, $20,000, $50,000, $150,000 RANDOM ENTRY POINTS: $20,000, $50,000

DID IT AMOUNT TO A TOTAL OF LESS THAN $____, MORE THAN $____ , OR WHAT? PROCEDURE: 2UP1DOWN, 1UP2DOWN BREAKPOINTS:$5,000, $20,000, $50,000, $150,000 RANDOM ENTRY POINTS: $20,000, $50,000
                   
               
LLW065

Allowed lump sum payment-type b

WERE YOU ALLOWED TO RECEIVE BENEFITS AS A CASH SETTLEMENT OR A LUMP-SUM PAYMENT?
expand
                 
               
LLW008

Amount left in old account-b

HOW MUCH MONEY DID YOU LEAVE IN THE OLD PLAN?

AMOUNT:


expand
                 
               
LLW063

Type b pension total amt received in installments

HOW MUCH MONEY IN TOTAL DID YOU RECEIVE IN INSTALLMENTS OR IRREGULAR PAYMENTS IN THE LAST CALENDAR YEAR?

AMOUNT:


expand
                 
               
LLW009

Amount in pension now-b

HOW MUCH IS IN THAT ACCOUNT NOW?

DO NOT PROBE DK/RF

AMOUNT:
expand
                 
               
If Amount in pension now-b = 99999998 or Amount in pension now-b = 99999999 »
 
                   
                 
LLW010_B

Amount in pension now-b

DID IT AMOUNT TO A TOTAL OF ...
expand
                   
               
LLW013

Amount converted to annuity-b

HOW MUCH DID YOU (CONVERT TO/PURCHASE AS) AN ANNUITY?

AMOUNT:
expand
                 
               
LLW014

Age when annuity started-b

HOW OLD WERE YOU WHEN YOU STARTED RECEIVING BENEFITS?

IF R MENTIONS AGE AND SOME NUMBER OF MONTHS, E.G., 59 AND 1/2, ENTER AGE HERE AND GO TO THE NEXT SCREEN TO ENTER MONTHS

50-80 AGE
expand
                 
               
LLW015

Amount of annuity-b

HOW MUCH ARE THE BENEFITS PER MONTH OR YEAR?

IF BENEFITS HAVE NOT YET STARTED, RECORD WHAT BENEFITS WILL BE

AMOUNT:

PER:
expand
                 
               
If Amount of annuity-b != 5 and Amount of annuity-b was answered »
 
                   
                 
LLW016

Amount of annuity per-b

PROBE IF NECESSARY: IS THAT PER MONTH OR YEAR?

AMOUNT: $[AMOUNT OF ANNUITY-B]

PER:
expand
                   
               
LLW049

Annuity benefits duration

WILL THIS PAYMENT CONTINUE[ ONLY] AS LONG AS YOU LIVE, [AS LONG AS EITHER YOU OR YOUR [ HUSBAND/WIFE/PARTNER] LIVE,] IS IT FOR A FIXED TIME PERIOD, OR WHAT?
expand
                 
               
If Annuity benefits duration = 3 »
 
                   
                 
LLW051

Annuity benefits-until yr

WHAT IS THAT TIME PERIOD?

UNTIL YEAR: OR UNTIL AGE: OR YEARS:
expand
                   
                 
If Annuity benefits-until yr was assigned an EMPTY value »
 
                     
                   
LLW052

Annuity benefits-until age

WHAT IS THAT TIME PERIOD?

UNTIL YEAR: OR UNTIL AGE: OR YEARS:
expand
                     
                   
If Annuity benefits-until age was assigned an EMPTY value »
 
                       
                     
LLW053

Annuity benefits-years

WHAT IS THAT TIME PERIOD?

UNTIL YEAR: OR UNTIL AGE: OR YEARS:
expand
                       
               
LLW054

Spp die will annuity income

IF YOU OR YOUR [ HUSBAND/WIFE/PARTNER] SHOULD DIE, WILL THE PENSION PAYMENTS CHANGE, STAY THE SAME, OR WHAT?
expand
                 
               
LLW018

Amount of pension rollover-b

HOW MUCH DID THE ROLLOVER AMOUNT TO?

AMOUNT:


expand
                 
               
LLW019

Amount of transfer-b

HOW MUCH DID THE TRANSFER AMOUNT TO?

AMOUNT:


expand
                 
               
LLW056

How much money withdrawn

HOW MUCH MONEY DID YOU WITHDRAW OR HOW MUCH WAS THE LUMP SUM OR CASH SETTLEMENT YOU RECEIVED?

AMOUNT:
expand
                 
               
LLW057

What done with money withdrawn

WHAT DID YOU DO WITH THE MONEY?
expand
                 
             
If Type of pension plan-most recent = 1 or Type of pension plan-most recent = 3 »
 
                 
               
LLW028

Adjusted for cost of living

ARE THE BENEFITS ADJUSTED FOR CHANGES IN THE COST OF LIVING?
expand
                 
               
If Adjusted for cost of living = 1 »
 
                   
                 
LLW059

Benefits automatically adjusted

ARE THE BENEFITS ADJUSTED AUTOMATICALLY?
expand
                   
               
LLW034

Number of years in plan

HOW MANY YEARS ALTOGETHER WERE YOU INCLUDED IN THIS PLAN?

INCLUDE YEARS WITH OTHER EMPLOYERS IF SAME PLAN

ROUND THE VALUE TO THE NEAREST YEAR

0-50 YEARS
expand
                 
               
If Proxy/self interview = SELF »
 
                   
                 
LLW035

Age expect to rec benefits

AT WHAT AGE DO YOU EXPECT TO START RECEIVING (THE REST OF YOUR) BENEFITS FROM THIS PLAN?

IF R MENTIONS AGE AND SOME NUMBER OF MONTHS, E.G., 59 AND 1/2, ENTER AGE HERE AND GO TO THE NEXT SCREEN TO ENTER MONTHS

40-94 AGE 96 ALREADY RECEIVING BENEFITS
expand
                   
                 
If Age expect to rec benefits was answered and Age expect to rec benefits != 96 »
 
                     
                   
LLW036

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?
expand
                     
                   
If Form of expected benefits = 1 »
 
                       
                     
LLW037

Expected benefit-pct final pay-a

ENTER PERCENT OF FINAL PAY

1-100 PERCENT

PERCENT:
expand
                       
                   
ElseIf Form of expected benefits = 2 »
 
                       
                     
LLW038

Amount of expected benefits

PROBE IF NECESSARY: HOW MUCH DO YOU EXPECT TO RECEIVE?

DO NOT PROBE DK/RF

AMOUNT:

PER:
expand
                       
                     
If Amount of expected benefits was answered and Amount of expected benefits !was assigned an EMPTY value and Amount of expected benefits != 0 »
 
                         
                       
LLW039

Expected benefits per

PROBE IF NECESSARY: IS THAT PER MONTH OR YEAR?

AMOUNT: [AMOUNT OF EXPECTED BENEFITS]

PER:
expand
                         
                   
ElseIf Form of expected benefits = 3 »
 
                       
                     
LLW041

Expected benefits-lump sum

ENTER LUMP SUM AMOUNT

AMOUNT:
expand
                       
             
LLW042

Earliest age leave/rec pens-most rec

WHAT IS THE EARLIEST AGE AT WHICH YOU COULD HAVE LEFT THAT JOB AND BEGUN TO RECEIVE PENSION BENEFITS FROM THIS PLAN?

IF R MENTIONS AGE AND SOME NUMBER OF MONTHS, E.G., 59 AND 1/2, ENTER AGE HERE AND GO TO THE NEXT SCREEN TO ENTER MONTHS

30-80 AGE 95 NO AGE REQUIREMENT
expand
               
       
If # employers != 1 »
 
           
         
LL031

Otr employer pensions

BESIDES THE JOBS YOU HAVE ALREADY TOLD ME ABOUT, HAVE YOU WORKED FOR ANY OTHER EMPLOYER, INCLUDING SELF-EMPLOYMENT, WHERE YOU WERE INCLUDED IN A PENSION OR RETIREMENT PLAN, OR IN A TAX-DEFERRED SAVINGS PLAN OF SOME SORT?
expand
           
         
If Otr employer pensions != 5 and Otr employer pensions was answered »
 
             
           
LL032

# employers included pension plan

HOW MANY SUCH EMPLOYERS HAVE YOU WORKED FOR? (BESIDES THE ONES YOU HAVE ALREADY TOLD ME ABOUT.)

WHERE R WAS INCLUDED IN A PENSION OR RETIREMENT PLAN

# OF EMPLOYERS:
expand
             
           
LL034

Start wrk for emp- inc pension- yr

WHEN DID YOU START WORKING FOR [THE FIRST SUCH/THAT/THE NEXT SUCH] EMPLOYER?

YEAR:
expand
             
           
LL035

Left employer- include pension- yr

AND WHEN DID YOU LEAVE?

YEAR:
expand
             
           
LL036

Earnings when left emp- inc pension

HOW MUCH WERE YOU EARNING WHEN YOU LEFT?

IF AMOUNT PER HOUR, ENTER BOTH DOLLARS AND CENTS

USE ZERO FOR NONE

AMOUNT:

PER:
expand
             
           
If Earnings when left emp- inc pension was answered and Earnings when left emp- inc pension !was assigned an EMPTY value »
 
               
             
LL037

Earnings when left emp-inc pension-per

(HOW MUCH WERE YOU EARNING WHEN YOU LEFT?)

PROBE IF NECESSARY: WAS THAT PER HOUR, WEEK, MONTH, OR YEAR?

AMOUNT: [EARNINGS WHEN LEFT EMP- INC PENSION]

PER:
expand
               
   
If Start wrk-yr was not answered and Start wrk-yrs ago was not answered and Start wrk- at age was not answered and Last wrked when-yr was not answered and Last wrked when-yrs ago was not answered »
 
       
     
If Yr-start work for current employer was answered »
 
         
       
LL064

Year start last job

expand
         
   
If Prev wave which cohort != 1.AHEAD (BORN BEFORE 1924) and LZ023 != 2. CODA (BORN 1924-1930) »
 
       
     
If # employers != 1 and Otr employer pensions != 5 and Otr employer pensions was answered »
 
         
       
LLW066

Other past pensions- recv payments

READ SLOWLY

DO YOU HAVE ANY (OTHER) PENSION PLANS FROM FORMER JOBS FROM WHICH YOU ARE NOT CURRENTLY RECEIVING ANY INCOME PAYMENTS AND THAT YOU HAVE NOT ALREADY TOLD ME ABOUT?
expand
         
       
If Other past pensions- recv payments != 5 and Other past pensions- recv payments != 8 and Other past pensions- recv payments != 9 »
 
           
         
LLW067

Amt expect in future-past pension plans

NOW THINKING ABOUT THE TYPE OF PLANS THAT GIVE REGULAR PAYMENTS AND CONSIDERING ONLY RETIREMENT PLANS FROM OTHER CURRENT OR FORMER JOBS FROM WHICH YOU ARE NOT CURRENTLY RECEIVING ANY INCOME PAYMENTS, HOW MUCH DO YOU EXPECT TO RECEIVE IN TOTAL FROM ALL SUCH PLANS PER MONTH OR PER YEAR?

DO NOT PROBE DK/RF

IF R SAYS 'DOES NOT HAVE ANY PLANS OF THIS TYPE', ENTER [99999996]

AMOUNT:

PER:
expand
           
         
If Amt expect in future-past pension plans != 0 and Amt expect in future-past pension plans != -1 and Amt expect in future-past pension plans was answered »
 
             
           
LLW068

Amt expect in future-past pens plans-per

(NOW THINKING ABOUT THE TYPE OF PLANS THAT GIVE REGULAR PAYMENTS AND CONSIDERING ONLY RETIREMENT PLANS FROM OTHER CURRENT OR FORMER JOBS FROM WHICH YOU ARE NOT CURRENTLY RECEIVING ANY INCOME PAYMENTS, HOW MUCH DO YOU EXPECT TO RECEIVE IN TOTAL FROM ALL SUCH PLANS PER MONTH OR PER YEAR?)





AMOUNT: [AMT EXPECT IN FUTURE-PAST PENSION PLANS]

PER:
expand
             
         
LLW069

Total acct balance all past pens plans

THE NEXT FEW QUESTIONS RELATE TO RETIREMENT PLANS FROM OTHER CURRENT OR FORMER JOBS FROM WHICH YOU ARE NOT CURRENTLY RECEIVING ANY INCOME PAYMENTS, AND THAT YOU HAVE NOT ALREADY TOLD ME ABOUT. THINKING FIRST ABOUT THE TYPE OF PLANS THAT ACCUMULATE A BALANCE, WHAT IS THE SUM OF THE BALANCE IN ALL THE REMAINING PENSION PLANS WHERE YOU EXPECT TO RECEIVE BENEFITS IN THE FUTURE?

IF R SAYS 'DOES NOT HAVE ANY ACCOUNT(S)', ENTER [9999999996]

AMOUNT:
expand
           
         
If Total acct balance all past pens plans != -1 and Amt expect in future-past pension plans was answered »
 
             
           
LLW070

Other past pensions- withdraw money

COULD YOU WITHDRAW THE MONEY FROM [THIS/THESE] [ACCOUNT/ACCOUNTS] IF YOU WANTED TO?

IF R REPORTED COULD WITHDRAW NOW OR AT SOME FUTURE DATE, CHOOSE A RELEVANT ANSWER-( YES, ALL OR YES, SOME)
expand
             
           
If Other past pensions- withdraw money != 5 and Other past pensions- recv payments != 8 and Other past pensions- recv payments != 9 »
 
               
             
LLW071

Other past pensions- plan w/draw money

DO YOU PLAN TO WITHDRAW MONEY FROM [THIS/THESE] [ACCOUNT/ACCOUNTS] IN THE FUTURE, DO YOU PLAN TO CONVERT MONEY IN [THIS/THESE] [ACCOUNT/ACCOUNTS] TO A REGULAR MONTHLY ANNUITY PAYMENT, DO YOU PLAN TO ROLL THE [ACCOUNT/ACCOUNTS] OVER TO AN IRA, OR WHAT?

CHOOSE ALL THAT APPLY
expand
               
     
If Working for pay != NO or (Last wrked when-yr = LESS THAN ONE YEAR AGO or Last wrked when-yrs ago = LESS THAN ONE YEAR AGO) »
 
         
       
LL039

# weeks paid vacation

COUNTING PAID VACATIONS AS WEEKS OF WORK, HOW MANY WEEKS DID YOU WORK IN THE LAST 12 MONTHS?

'WEEKS WORKED' FOR THIS QUESTION COULD BE FROM R'S CURRENT JOB (AS REPORTED IN SECTION J) OR FROM THE LAST/PREVIOUS JOB R WORKED AT DURING THE LAST 12 MONTHS (AS REPORTED IN SECTION K/L)

COUNT PAID SICK TIME AS WORK TIME

# OF WEEKS:
expand
         
     
LL040

Offered early out windows

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?
expand
       
     
If Offered early out windows != 5 and Offered early out windows was answered »
 
         
       
LL041

# of early out windows offered

HOW MANY TIMES HAS THIS HAPPENED?
expand
         
       
If # of early out windows offered was answered »
 
           
         
As CNT goes from 1 to # of early out windows offered  »
 
             
           
LL043

Yr early out window offered

WHEN WAS THE [FIRST/LAST] SPECIAL INCENTIVE OFFERED?

YEAR:
expand
             
           
LL045

Type early out window

WAS THE SPECIAL INCENTIVE A CASH BONUS, IMPROVED PENSION BENEFITS, OR WHAT?

ENTER ALL THAT APPLY
expand
             
           
If Type early out window = 1 »
 
               
             
LL047

Early out window- amount cash bonus

HOW MUCH DID THE CASH BONUS OFFER AMOUNT TO?

USE ZERO FOR NONE

AMOUNT:
expand
               
           
If Type early out window = 2 »
 
               
             
LL048

Amount extra pension benefits

HOW MUCH DID THE EXTRA PENSION BENEFITS OFFER AMOUNT TO?

AMOUNT:

PER:
expand
               
             
If Amount extra pension benefits was answered and Amount extra pension benefits != 0 »
 
                 
               
LL049

Amount extra pension benefits-per

(HOW MUCH DID THE EXTRA PENSION BENEFITS OFFER AMOUNT TO?)

PROBE IF NECESSARY: WAS THAT PER WEEK, MONTH, OR YEAR?

AMOUNT: [AMOUNT EXTRA PENSION BENEFITS]

PER:
expand
                 
           
If Type early out window = 4 »
 
               
             
LL051

Temp medical insurance- until age

UNTIL WHAT AGE WAS THE TEMPORARY MEDICAL INSURANCE OFFERED?

35-80 AGE 95 NUMBER OF YEARS GIVEN 96 ANSWERED YEAR
expand
               
             
If Temp medical insurance- until age = 95 »
 
                 
               
LL052

Temp medical insurance-# yrs

PROBE IF NECESSARY: FOR HOW MANY YEARS WAS THE TEMPORARY MEDICAL INSURANCE OFFERED?
expand
                 
             
ElseIf Temp medical insurance- until age = 96 »
 
                 
               
LL053

Temp medical insurance- until yr

PROBE IF NECESSARY: UNTIL WHICH YEAR WAS THE TEMPORARY MEDICAL INSURANCE OFFERED?
expand
                 
           
If Type early out window = 5 »
 
               
             
LL054

Amount temp cash benefit

HOW MUCH DID THE TEMPORARY CASH BENEFITS AMOUNT TO?

USE ZERO FOR NONE

AMOUNT:

PER:
expand
               
             
If Amount temp cash benefit was answered and Amount temp cash benefit != 0 »
 
                 
               
LL055

Amount temp cash benefit- per

(HOW MUCH DID THE TEMPORARY CASH BENEFITS AMOUNT TO?)

PROBE IF NECESSARY: WAS THAT PER MONTH OR YEAR?

AMOUNT: [AMOUNT TEMP CASH BENEFIT ]

PER:
expand
                 
             
LL056

Recd temp cash until-age

UNTIL WHAT AGE WAS THE TEMPORARY CASH BENEFIT OFFERED?

35-80 AGE 95 NUMBER OF YEARS GIVEN 96 ANSWERED YEAR
expand
               
             
If Recd temp cash until-age != 96 »
 
                 
               
LL057

Recd temp cash until-# yrs

PROBE IF NECESSARY: FOR HOW MANY YEARS WAS THE TEMPORARY CASH BENEFIT OFFERED?
expand
                 
             
ElseIf Recd temp cash until-age = 96 »
 
                 
               
LL058

Recd temp cash until-yr

PROBE IF NECESSARY: UNTIL WHICH YEAR WAS THE TEMPORARY CASH BENEFIT OFFERED?
expand
                 
           
If Type early out window = 6 »
 
               
             
LL059

# yrs service credit

HOW MANY YEARS OF SERVICE CREDIT WERE YOU OFFERED?
expand
               
           
If Type early out window = 7 »
 
               
             
LL060

Amount of other incentive offers

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?

USE ZERO FOR NONE

AMOUNT:
expand
               
           
LL061

Accept incentives and leave

DID YOU ACCEPT THE INCENTIVE AND LEAVE THAT EMPLOYER?
expand
             
           
If Accept incentives and leave != 5 and Accept incentives and leave was answered »
 
               
             
LL062

Importance of incentive in leaving

WAS THE SPECIAL INCENTIVE IMPORTANT IN YOUR DECISION, OR WOULD YOU PROBABLY HAVE LEFT AT ABOUT THAT TIME ANYWAY?
expand
               
           
Else
 
               
             
LL063

Leave if incentive twice amount

IF YOU HAD BEEN OFFERED TWICE AS MUCH (TO LEAVE) AT THAT TIME, WOULD YOU HAVE DONE SO?
expand
               
 
If Work for pay more than few mos != NO and Work for pay more than few mos was answered and Last wrked when-yr != REFUSAL and Last wrked when-yrs ago != REFUSAL »
 
     
   
LL068

1st wrk six mo or greater- yr

WE NEED A LITTLE INFORMATION ABOUT JOBS YOU MIGHT HAVE HELD YEARS AGO. IN WHAT YEAR DID YOU FIRST WORK FOR SIX MONTHS OR MORE?

USE 9995 FOR NEVER
expand
     
   
LL094

Earliest job yr-reported in secs j-k-l

expand
     
   
If 1st wrk six mo or greater- yr was answered and 1st wrk six mo or greater- yr != 9995 and 1st wrk six mo or greater- yr < LL094 »
 
       
     
LL072

All yrs work six mos or greater

BASED ON QUESTIONS WE'VE ASKED YOU SO FAR, WE HAVE A GOOD IDEA OF YOUR EMPLOYMENT HISTORY SINCE [YEAR STARTED EARLIEST JOB REPORTED IN SECTION J, K OR L].

THE NEXT QUESTION REFERS TO THE PERIOD BETWEEN [YEAR STARTED FIRST JOB (PER L068)] AND [YEAR STARTED EARLIEST JOB REPORTED IN SECTION J, K OR L].

DURING HOW MANY OF THESE YEARS DID YOU WORK SIX MONTHS OR MORE?

IF R GIVES NUMBER OF YEARS, PRESS [ENTER] AND RECORD THE NUMBER ON THE NEXT SCREEN
expand
       
     
If All yrs work six mos or greater was assigned an EMPTY value »
 
         
       
LL071

# yrs work six mos or greater

BASED ON QUESTIONS WE'VE ASKED YOU SO FAR, WE HAVE A GOOD IDEA OF YOUR EMPLOYMENT HISTORY SINCE [YEAR STARTED EARLIEST JOB REPORTED IN SECTION J, K OR L].

THE NEXT QUESTION REFERS TO THE PERIOD BETWEEN [YEAR STARTED FIRST JOB (PER L068)] AND [YEAR STARTED EARLIEST JOB REPORTED IN SECTION J, K OR L].

DURING HOW MANY OF THESE YEARS DID YOU WORK SIX MONTHS OR MORE?

IF R GIVES NUMBER OF YEARS, PRESS [ENTER] AND RECORD THE NUMBER ON THE NEXT SCREEN
         
       
If All yrs work six mos or greater was assigned an EMPTY value and # yrs work six mos or greater was assigned an EMPTY value »
 
           
         
LL069

Begin yr work six mos or greater

(BASED ON QUESTIONS WE'VE ASKED YOU SO FAR, WE HAVE A GOOD IDEA OF YOUR EMPLOYMENT HISTORY SINCE [YEAR STARTED EARLIEST JOB REPORTED IN SECTION J, K OR L].

THE NEXT QUESTION REFERS TO THE PERIOD BETWEEN [YEAR STARTED FIRST JOB (PER L068)] AND YEAR STARTED EARLIEST JOB REPORTED IN SECTION J, K OR L].

DURING HOW MANY OF THESE YEARS DID YOU WORK SIX MONTHS OR MORE?)

IF R GIVES A RANGE OF YEARS OTHER THAN THE ABOVE RANGE, ENTER START YEAR ON THIS SCREEN

PRESS [ENTER] FOR OTHER CHOICES
expand
           
         
If Begin yr work six mos or greater was answered »
 
             
           
LL070

End yr work six mos or greater

(BASED ON QUESTIONS WE'VE ASKED YOU SO FAR, WE HAVE A GOOD IDEA OF YOUR EMPLOYMENT HISTORY SINCE [YEAR STARTED EARLIEST JOB REPORTED IN SECTION J, K OR L].

THE NEXT QUESTION REFERS TO THE PERIOD BETWEEN [YEAR STARTED FIRST JOB (PER L068)] AND YEAR STARTED EARLIEST JOB REPORTED IN SECTION J, K OR L].

DURING HOW MANY OF THESE YEARS DID YOU WORK SIX MONTHS OR MORE?)

IF R GIVES A RANGE OF YEARS OTHER THAN THE ABOVE RANGE, ENTER START YEAR ON THIS SCREEN

PRESS [ENTER] FOR OTHER CHOICES
expand
             
     
If All yrs work six mos or greater was answered » or # yrs work six mos or greater was answered or (Begin yr work six mos or greater was answered and End yr work six mos or greater was answered) »
 
         
       
LL076

All yrs worked full time

AND DURING HOW MANY OF THESE YEARS DID YOU WORK FULL TIME?

IF R GIVES NUMBER OF YEARS, PRESS [ENTER] AND RECORD THE NUMBER ON THE NEXT SCREEN
expand
         
       
If All yrs worked full time was assigned an EMPTY value »
 
           
         
LL075

# yrs worked full time

(AND DURING HOW MANY OF THESE YEARS DID YOU WORK FULL TIME?)

IF R GIVES NUMBER OF YEARS, ENTER THE NUMBER ON THIS SCREEN

PRESS [ENTER] FOR OTHER CHOICES

NUMBER OF YEARS:
           
         
If # yrs worked full time was assigned an EMPTY value »
 
             
           
LL073

Begin yr worked full time

(AND DURING HOW MANY OF THESE YEARS DID YOU WORK FULL TIME?)

IF R GIVES A RANGE OF YEARS, ENTER START YEAR ON THIS SCREEN

PRESS [ENTER] FOR OTHER CHOICES

START YEAR:
expand
             
           
If Begin yr worked full time was answered »
 
               
             
LL074

End yr worked full time

(AND DURING HOW MANY OF THESE YEARS DID YOU WORK FULL TIME?)

IF R GIVES A RANGE OF YEARS OTHER THAN THE ABOVE RANGE, ENTER END YEAR ON THIS SCREEN

END YEAR:
expand
               
     
LL077

Emp by st/county/local govt

(REMIND ME AGAIN...) HAVE YOU EVER BEEN EMPLOYED BY A UNIT OF A STATE, COUNTY, OR LOCAL GOVERNMENT?
expand
       
     
If Emp by st/county/local govt was answered and Emp by st/county/local govt != 5 »
 
         
       
LL078

Employed by st/lo government- start yr

DURING WHAT YEARS WERE YOU EMPLOYED BY STATE OR LOCAL GOVERNMENTS?

FIRST EMPLOYMENT PERIOD

FROM START YEAR:
expand
         
       
LL079

Employed by st/lo government- end yr

(DURING WHAT YEARS WERE YOU EMPLOYED BY STATE OR LOCAL GOVERNMENTS?)

FIRST EMPLOYMENT PERIOD

TO END YEAR:
expand
         
       
LL080

Employed by st/lo government- start yr-2

(DURING WHAT YEARS WERE YOU EMPLOYED BY STATE OR LOCAL GOVERNMENTS?)

SECOND EMPLOYMENT PERIOD

IF R HAD ONLY ONE GOVERNMENT JOB, PRESS [ENTER] FOR NONE

FROM START YEAR:
expand
         
       
If Employed by st/lo government- start yr-2 was answered »
 
           
         
LL081

Employed by st/loc government- end yr- 2

(DURING WHAT YEARS WERE YOU EMPLOYED BY STATE OR LOCAL GOVERNMENTS?)

SECOND EMPLOYMENT PERIOD

TO END YEAR:
expand
           
     
LL082

Employed by federal government

ASIDE FROM MILITARY SERVICE, (REMIND ME AGAIN,) HAVE YOU EVER BEEN EMPLOYED BY THE FEDERAL GOVERNMENT?
expand
       
     
If Employed by federal government was answered and Employed by federal government != 5 »
 
         
       
LL084

Employed by fed government- end yr

(DURING WHAT YEARS WERE YOU EMPLOYED BY THE FEDERAL GOVERNMENT?)

FIRST EMPLOYMENT PERIOD

TO END YEAR:
expand
         
       
LL085

Employed by fed government- start yr- 2

(DURING WHAT YEARS WERE YOU EMPLOYED BY THE FEDERAL GOVERNMENT?)

SECOND EMPLOYMENT PERIOD

IF R HAD ONLY ONE GOVERNMENT JOB, PRESS [ENTER] FOR NONE

FROM START YEAR:
expand
         
       
If Employed by fed government- start yr- 2 was answered »
 
           
         
LL086

Employed by fed government- end yr- 2

(DURING WHAT YEARS WERE YOU EMPLOYED BY THE FEDERAL GOVERNMENT?)

SECOND EMPLOYMENT PERIOD

TO END YEAR:
expand
           
     
LL087

Job where did not pay soc sec tax

SOME STATE AND LOCAL GOVERNMENT AND CERTAIN OTHER WORKERS HAVE NOT ALWAYS BEEN COVERED BY SOCIAL SECURITY.

[INCLUDING THE STATE, LOCAL, AND FEDERAL JOBS YOU JUST TOLD ME ABOUT AND OTHER JOBS, DID/DID] YOU EVER WORK IN A JOB WHERE YOU DID NOT PAY SOCIAL SECURITY TAXES?
expand
       
     
If Job where did not pay soc sec tax was answered and Job where did not pay soc sec tax != 5 »
 
         
       
LL088

Job no soc sec- start yr

DURING WHAT YEARS WERE YOU FIRST EMPLOYED IN A JOB WHERE SOCIAL SECURITY TAXES WERE NOT PAID?

FIRST EMPLOYMENT PERIOD

FROM START YEAR:
expand
         
       
LL089

Job no soc sec- end yr

(DURING WHAT YEARS WERE YOU FIRST EMPLOYED IN A JOB WHERE SOCIAL SECURITY TAXES WERE NOT PAID?)

FIRST EMPLOYMENT PERIOD

TO END YEAR:
expand
         
       
LL090

Job no soc sec- start yr- 2

(DURING WHAT YEARS WERE YOU FIRST EMPLOYED IN A JOB WHERE SOCIAL SECURITY TAXES WERE NOT PAID?)

SECOND EMPLOYMENT PERIOD

PRESS [ENTER] FOR NONE

FROM START YEAR:
expand
         
       
If Job no soc sec- start yr- 2 was answered »
 
           
         
LL091

Job no soc sec- end yr- 2

(DURING WHAT YEARS WERE YOU FIRST EMPLOYED IN A JOB WHERE SOCIAL SECURITY TAXES WERE NOT PAID?)

SECOND EMPLOYMENT PERIOD

TO END YEAR:
expand
           
   
If Proxy/self interview = SELF »
 
       
     
LL092

Assist section l- job history

HOW OFTEN DID R RECEIVE ASSISTANCE WITH ANSWERS IN SECTION L - JOB HISTORY?
expand
       
End of L. Job History (respondent)