J. Assets and Income

J. Assets and Income module of AHEAD 1995

Label Type Description
D3874 Question We are interested in how people are getting along financially these days. The next questions are about income you (or your Husband/Wife/Partner) receive. Let's start with Social Security income.
D3875 Question ~IF R MARITAL STATUS IS MARRIED, SPOUSE PRESENT OR MARRIED, SPOUSE ABSENT FROM HH OR LIVING WITH SOMEONE Do you yourself currently receive any ~ELSE Do you currently receive any income from Social Security?
D3877M1 Question Is your Social Security check for retirement, disability, survivors (widowed) benefits, other dependent benefits, or what? CHECK ALL THAT APPLY.
D3878 Question How much did you (yourself) receive from Social Security last month? DO NOT PROBE DK AMOUNT:
D3879 Question In (1994/1995) did you receive more than $5,000 per year from social security?
D3880 Question Did you receive more than $3,000 in (1994/1995)?
D3882 Question ~IF REINTERVIEW Did you start receiving Social Security before (Wave 1 date)? ~ELSE Did you start receiving Social Security before two years ago?
D3883 Question In what month and year did you start to receive Social Security benefits? MONTH: YEAR:
D3885 Question Does your (Husband/Wife/Partner) currently receive any income from Social Security?
D3886M1 Question Is (her/his) Social Security check for retirement, disability, survivors benefits, other dependent benefits, or what? CHOOSE ALL THAT APPLY.
D3888 Question How much did your (Husband/Wife/Partner) receive from Social Security last month? DO NOT PROBE DK AMOUNT:
D3889 Question In (1994/1995) did your (Husband/Wife/Partner) receive more than $5,000 per year from social security?
D3890 Question Did your (Husband/Wife/Partner) receive more than $10,000 in (1994/1995)?
D3891 Question Did your (Husband/Wife/Partner) receive more than $3,000 in (1994/1995)?
D3892 Question ~IF REINTERVIEW Did (she/he) start receiving SS before (Wave 1 date)? ~ELSE Did (she/he) start receiving SS before two years ago?
D3893 Question In what month and year did your (Husband/Wife/Partner) start to receive Social Security benefits? MONTH: YEAR:
D3895 Question Do you expect to receive Social Security benefits at some time in the future?
D3896 Question At what age do you expect to start collecting these benefits? AGE:
D3898 Question (Would that be per month, year, or what?) $(AMOUNT) PER
D3899 Question Have you ever had the Social Security Administration calculate what your Social Security retirement benefit will be?
D3901 Question Does your (Husband/Wife/Partner) expect to receive Social Security benefits at some time in the future?
D3902 Question At what age does (she/he) expect to start collecting these benefits? AGE:
D3903 Question If (she/he) starts collecting Social Security benefits then, about how much do you expect the payments to be in today's dollars? AMOUNT: PER:
D3906 Question Has your (Husband/Wife/Partner) ever had the Social Security Administration calculate what (her/his) Social Security retirement benefit will be?
D3911 Question Did you (or your Husband/Wife/Partner) receive any income in the last month from Supplemental Security Income, also called SSI? DEF: SSI is a program administered by the Social Security Administration which makes assistance payments to low-income, blind, disabled, and aged persons. A person may be receiving either or both SSI and Social Security checks.
D3912 Question How much did you (and your Husband/Wife/Partner) receive from SSI last month? DO NOT PROBE DK AMOUNT:
D3913 Question In (1994/1995) did you receive more than $2,000 from SSI?
D3914 Question Did you receive more than $500 in (1994/1995)?
J11d Question Did you (and your Husband/Wife/Partner) start receiving SSI more than 2 years ago?
D3917 Question About what month and year did you start receiving SSI? MONTH: YEAR:
D3919 Question Did you (and your Husband/Wife/Partner) receive any income from SSI in (1994/1995)?
D3920 Question What was the last month you (and your Husband/Wife/Partner) received income from SSI? PROBE FOR YEAR IF NECESSARY MONTH: YEAR:
D3922 Question How much did you (and your Husband/Wife/Partner) receive from SSI in that month? AMOUNT:
D3927 Question Did you (or your Husband/Wife/Partner) receive any income from welfare in (1994/1995) (not including SSI)?
D3928 Question Who received that?
D3929 Question How much did (you/he/she) receive in (1994/1995)? AMOUNT:
D3935 Question Are you (or your Husband/Wife/Partner) currently receiving any income from veteran benefits?
D3936 Question How much did you (yourself) receive last month from that? DO NOT PROBE DK AMOUNT: PER:
D3940 Question In (1994/1995), did you receive more than $5,000?
D3941 Question More than $3,000?
D3942 Question More than $10,000?
D3944M1 Question What kind of veteran benefits are those? CHOOSE ALL THAT APPLY
D3945 Question Did you start receiving veteran benefits ~IF REINTERVIEW before (Wave 1 date)? ~ELSE before 2 years ago?
D3946 Question What month and year did you start receiving that? PROBE FOR YEAR IF NECESSARY MONTH: YEAR:
D3950 Question How much did your (Husband/Wife/Partner) receive last month from that? DO NOT PROBE DK AMOUNT: PER:
D3953 Question In (1994/1995), did (she/he) receive more than $5,000?
D3954 Question More than $3,000?
D3955 Question More than $10,000?
D3957M1 Question What kind of veteran benefits are those? CHOOSE ALL THAT APPLY
D3958 Question Did (she/he) start receiving veteran benefits ~IF REINTERVIEW before (Wave 1 date)? ~ELSE before 2 years ago?
D3959 Question What month and year did (she/he) start receiving that? PROBE FOR YEAR IF NECESSARY MONTH: YEAR:
D3964 Question Do you (or your Husband/Wife/Partner) have any real estate (other than your main home or second home), such as land, rental real estate, a partnership, or money owed to you on a land contract or mortgage?
D3965 Question If you sold all that and then paid off any debts on it, about how much would you get? DO NOT PROBE DK/RF AMOUNT:
D3969 Question ~IF WAVE 1 REAL ESTATE NONE OR MEDIUM Would it amount to $200,000 or more? ~ELSE WAVE 1 REAL ESTATE LOW Would it amount to $50,000 or more? ~ELSE WAVE 1 REAL ESTATE HIGH Would it amount to $500,000 or more?
D3970 Question ~IF WAVE 1 REAL ESTATE NONE OR MEDIUM $50,000 or more? ~ELSE WAVE 1 REAL ESTATE LOW $20,000 or more? ~ELSE WAVE 1 REAL ESTATE HIGH $200,000 or more?
D3971 Question ~IF WAVE 1 REAL ESTATE NONE OR MEDIUM $20,000 or more? ~ELSE WAVE 1 REAL ESTATE LOW $5,000 or more? ~ELSE WAVE 1 REAL ESTATE HIGH $50,000 or more?
D3972 Question ~IF WAVE 1 REAL ESTATE NONE OR MEDIUM $5,000 or more? ~ELSE WAVE 1 REAL ESTATE HIGH $20,000 or more?
D3973 Question $5,000 or more?
D3974 Question ~IF WAVE 1 REAL ESTATE NONE OR MEDIUM $500,000 or more? ~ELSE WAVE 1 REAL ESTATE LOW $200,000 or more? ~ELSE WAVE 1 REAL ESTATE HIGH $1,000,000 or more?
D3975 Question ~IF WAVE 1 REAL ESTATE NONE OR MEDIUM $1,000,000 or more? ~ELSE WAVE 1 REAL ESTATE LOW $500,000 or more? ~ELSE WAVE 1 REAL ESTATE HIGH $2,000,000 or more?
D3976 Question ~IF WAVE 1 REAL ESTATE NONE OR MEDIUM $2,000,000 or more? ~ELSE WAVE 1 REAL ESTATE LOW $1,000,000 or more?
D3977 Question $2,000,000 or more?
D3983 Question Do you (or your Husband/Wife/Partner) currently receive any income or rent from (that property/those properties)?
D3984 Question How often do you receive that?
D3985 Question Before expenses, about how much did you receive last (3984) from that? DO NOT PROBE DK AMOUNT:
D3986 Question Do you get about the same amount each (3984)?
D3987 Question Before any expenses, about how much did you receive from rental income in (1994/1995)? DO NOT PROBE DK AMOUNT:
D3989 Question Would it amount to $50,000 or more in (1994/1995)?
D3990 Question $75,000 or more?
D3991 Question $25,000 or more?
D3992 Question $10,000 or more?
D4005 Question Do you (or your Husband/Wife/Partner) own part or all of a business or farm?
D4006 Question If you sold all that and then paid off any debts on it, about how much would you get? DO NOT PROBE DK/RF
D4010 Question ~IF WAVE 1 BUSINESS NONE OR MEDIUM Would it amount to $200,000 or more? ~ELSE WAVE 1 BUSINESS LOW Would it amount to $50,000 or more? ~ELSE WAVE 1 BUSINESS HIGH Would it amount to $500,000 or more?
D4011 Question WAVE 1 BUSINESS NONE OR MEDIUM $50,000 or more? ~ELSE WAVE 1 BUSINESS LOW $20,000 or more? ~ELSE WAVE 1 BUSINESS HIGH $200,000 or more?
D4012 Question ~IF WAVE 1 BUSINESS NONE OR MEDIUM $20,000 or more? ~ELSE WAVE 1 BUSINESS LOW $5,000 or more? ~ELSE WAVE 1 BUSINESS HIGH $50,000 or more?
D4013 Question ~IF WAVE 1 BUSINESS NONE OR MEDIUM $5,000 or more? ~ELSE WAVE 1 BUSINESS HIGH $20,000 or more?
D4014 Question $5,000 or more?
D4015 Question ~IF WAVE 1 BUSINESS NONE OR MEDIUM $500,000 or more? ~ELSE WAVE 1 BUSINESS LOW $200,000 or more? ~ELSE WAVE 1 BUSINESS HIGH $1,000,000 or more?
D4016 Question ~IF WAVE 1 BUSINESS NONE OR MEDIUM $1,000,000 or more? ~ELSE WAVE 1 BUSINESS LOW $500,000 or more? ~ELSE WAVE 1 BUSINESS HIGH $2,000,000 or more?
D4017 Question ~IF WAVE 1 BUSINESS NONE OR MEDIUM $2,000,000 or more? ~ELSE WAVE 1 BUSINESS LOW $1,000,000 or more?
D4018 Question $2,000,000 or more?
D4024 Question Do you (or your Husband/Wife/Partner) currently receive any income from (that/those)?
D4025 Question How often do you receive that?
D4026 Question About how much did you receive last (4025) from that? DO NOT PROBE DK AMOUNT:
D4027 Question Did you get about the same amount each (4025)?
D4029 Question About how much did you receive from (that/those) business in (1994/1995)? DO NOT PROBE DK AMOUNT:
D4030 Question Would it amount to $20,000 or more in (1994/1995)? (4030)
D4031 Question $50,000 or more?
D4032 Question $5,000 or more?
D4033 Question $2,000 or more?
D4045 Question Do you (or your Husband/Wife/Partner) currently have any money or assets that are held in an Individual Retirement Account, that is, in an IRA or KEOGH account? IWER: CHOOSE CODE 2 ONLY IF R DOES NOT HAVE ACTIVE IRA OR KEOGH ACCOUNTS, BUT USED TO HAVE, WHERE THE ASSETS HAVE BEEN WITHDRAWN OR ANNUITIZED
D4046 Question How many IRA accounts do you (or your Husband/Wife/Partner) have?
D4047 Question ~IF NUMBER IRA's (2 or 3 or MORE THAN 3) Let's talk about the largest IRA account. ~IF R MARITAL STATUS MARRIED, SPOUSE PRESENT OR MARRIED, SPOUSE ABSENT FROM HH OR LIVING WITH SOMEONE Is that yours or your (Husband/Wife/Partner's)?
D4048 Question About how much is in this account at the present time? DO NOT PROBE DK/RF
D4052 Question ~IF WAVE 1 IRA NONE OR MEDIUM Would it amount to $50,000 or more? ~ELSE WAVE 1 IRA LOW Would it amount to $20,000 or more? ~ELSE WAVE 1 IRA HIGH Would it amount to $200,000 or more?
D4053 Question ~IF WAVE 1 IRA NONE OR MEDIUM $20,000 or more? ~ELSE WAVE 1 IRA LOW $5,000 or more? ~ELSE WAVE 1 IRA HIGH $50,000 or more?
D4055 Question ~IF WAVE 1 IRA NONE OR MEDIUM $5,000 or more? ~ELSE WAVE 1 IRA HIGH $20,000 or more?
D4056 Question $5,000 or more?
D4057 Question ~IF WAVE 1 IRA NONE OR MEDIUM $200,000 or more? ~ELSE WAVE 1 IRA LOW $50,000 or more? ~ELSE WAVE 1 IRA HIGH $1,000,000 or more?
D4059 Question ~IF WAVE 1 IRA NONE OR MEDIUM $1,000,000 or more? ~ELSE WAVE 1 IRA LOW $200,000 or more?
D4060 Question $1,000,000 or more?
D4078 Question Have you (or your Husband/Wife/Partner) withdrawn any money or received any payments from this account since (Wave 1 date)/in the last two years), when we last talked to you?
D4079 Question Altogether, about how much money did you (or your Husband/Wife/Partner) withdraw from this account since (Wave 1 date)/in the last two years)? DO NOT PROBE DK AMOUNT: PER:
D4080 Question Would it amount to $5,000 or more since (Wave 1 date)/in the last two years)?
D4083 Question Would it amount to $20,000 or more?
D4084 Question $2,000 or more?
D4085 Question $500 or more?
D4086 Question Did you (or your Husband/Wife/Partner) take out only the "minimum withdrawal option", that is, the amount required to avoid a tax penalty?
D4087M1 Question What did you do with the funds that you withdrew from this account? Were they put into savings, used for regular expenses, used for special purchases, given to relatives, or what? CHOOSE ALL THAT APPLY
D4088 Question If you had a financial emergency, could you withdraw all the money from this account? (4088)
D4089 Question ~IF 4046(2) Let's talk about the other IRA account. ~ELSE Let's talk about the next largest IRA account. ~IF R MARITAL STATUS (MARRIED, SPOUSE PRESENT OR MARRIED, SPOUSE ABSENT FROM HH OR LIVING WITH SOMEONE) Is that yours or your (Husband/Wife/Partner's)?
D4090 Question About how much is in this account at the present time? DO NOT PROBE DK AMOUNT:
D4093 Question ~IF WAVE 1 IRA NONE OR MEDIUM Would it amount to $50,000 or more? ~ELSE WAVE 1 IRA LOW Would it amount to $20,000 or more? ~ELSE WAVE 1 IRA HIGH Would it amount to $200,000 or more?
D4094 Question ~IF WAVE 1 IRA NONE OR MEDIUM $20,000 or more? ~ELSE WAVE 1 IRA LOW $5,000 or more? ~ELSE WAVE 1 IRA HIGH $50,000 or more?
D4096 Question ~IF WAVE 1 IRA NONE OR MEDIUM $5,000 or more? ~ELSE WAVE 1 IRA HIGH $20,000 or more?
D4097 Question Question ~IF WAVE 1 IRA NONE OR MEDIUM added $5,000 or more? ~ELSE WAVE 1 IRA HIGH $20,000 or more?
D4098 Question ~IF WAVE 1 IRA NONE OR MEDIUM $200,000 or more? ~ELSE WAVE 1 IRA LOW $50,000 or more? ~ELSE WAVE 1 IRA HIGH $1,000,000 or more?
D4100 Question ~IF WAVE 1 IRA NONE OR MEDIUM $1,000,000 or more? ~ELSE WAVE 1 IRA LOW $200,000 or more?
D4101 Question $1,000,000 or more?
D4116 Question Have you (or your Husband/Wife/Partner) withdrawn any money or received any payments from this account since (Wave 1 date)/in the last two years), when we last talked to you?
D4117 Question Altogether, about how much money did you (or your Husband/Wife/Partner) withdraw from this account since (Wave 1 date)/in the last two years)? DO NOT PROBE DK AMOUNT: PER:
D4120 Question Would it amount to $5,000 or more since (Wave 1 date)/in the last two years)?
D4121 Question Would it amount to $20,000 or more?
D4122 Question $2,000 or more?
D4123 Question $500 or more?
D4124 Question Did you (or your Husband/Wife/Partner) take out only the "minimum withdrawal option", that is, the amount required to avoid a tax penalty?
D4125 Question What did you (or your Husband/Wife/Partner) do with the funds that you withdrew from this account? Were they put into savings, used for regular expenses, used for special purchases, given to relatives, or what? CHOOSE ALL THAT APPLY
D4126 Question If you had a financial emergency, could you withdraw all the money from this account?
D4128 Question ~IF 4046(3) Let's talk about the third IRA account. ~ELSE Let's talk about all the other IRA accounts.
D4129 Question Altogether, about how much is in (that IRA account/these other IRA accounts) at the present time? DO NOT PROBE DK AMOUNT:
D4132 Question ~IF WAVE 1 IRA NONE OR MEDIUM Would it amount to $50,000 or more? ~ELSE WAVE 1 IRA LOW Would it amount to $20,000 or more? ~ELSE WAVE 1 IRA HIGH Would it amount to $200,000 or more?
D4133 Question ~IF WAVE 1 IRA NONE OR MEDIUM $20,000 or more? ~ELSE WAVE 1 IRA LOW $5,000 or more? ~ELSE WAVE 1 IRA HIGH $50,000 or more?
D4135 Question ~IF WAVE 1 IRA NONE OR MEDIUM $5,000 or more? ~ELSE WAVE 1 IRA HIGH $20,000 or more?
D4136 Question $5,000 or more?
D4137 Question ~IF WAVE 1 IRA NONE OR MEDIUM $200,000 or more? ~ELSE WAVE 1 IRA LOW $50,000 or more? ~ELSE WAVE 1 IRA HIGH $1,000,000 or more?
D4139 Question ~IF WAVE 1 IRA NONE OR MEDIUM $1,000,000 or more? ~ELSE WAVE 1 IRA LOW $200,000 or more?
D4140 Question $1,000,000 or more?
D4143 Question Did you (or your Husband/Wife/Partner) cash in or convert any (other) IRA or KEOGH accounts to annuities at any time since (Wave 1 date)/in the last two years), when we last talked to you?
D4144 Question Was that your IRA or your (Husband/Wife/Partner's)?
D4144M1 Question Did you withdraw funds from these accounts, convert them to annuities, or what?
D4146 Question About how much money was converted to annuities? AMOUNT:
D4147 Question About how much money was withdrawn? AMOUNT:
D4148 Question About how much money was involved that was not withdrawn or converted? AMOUNT:
D4149M1 Question What did you do with the funds that you withdrew? Were they put into savings, used for regular expenses, used for special purchases, given to relatives, or what?
D4150 Question About how much do you receive from this annuity? AMOUNT: PER:
D4151 Question Are federal income taxes withheld on these payments?
D4157 Question In what month and year did you (or your Husband/Wife/Partner) start to receive that annuity? MONTH YEAR
D4159 Question For how long will these payments continue? UNTIL YEAR: UNTIL AGE: FOR #YEARS:
D4164 Question Will (your spouse/you) continue to receive these payments after (you die/your spouse dies)?
D4191 Question Are you (or your Husband/Wife/Partner) currently receiving any income from retirement pensions? DO NOT INCLUDE ANY LUMP-SUM PENSION PAYMENTS.
D4192 Question Who receives that?
D4193 Question ~IF 4192(3) Do you yourself receive income from more than one retirement pension? ~ELSE Do you receive income from more than one retirement pension?
D4194 Question How many retirement pensions do you receive? # OF PENSIONS:
D4196 Question Tell me about the largest pension that you currently receive.
D4198 Question How much did you receive last month from that pension? AMOUNT:
D4199 Question Were any federal income taxes withheld on that?
D4200 Question In what year did you first begin to receive that pension? YEAR:
D4202 Question Is the pension payment automatically adjusted for changes in the cost of living?
D4203 Question Will this payment continue for as long as you live?
D4204 Question For how many years will it continue? # OF YEARS:
D4205 Question If you were to die before your (Husband/Wife/Partner), would the payment stop, continue unchanged, or continue at a reduced level?
D4213 Question How much did you receive last month from your second largest pension? AMOUNT:
D4214 Question Were any federal income taxes withheld on that pension?
D4215 Question In what year did you start to receive that pension? YEAR:
D4216 Question And what month was that? MONTH:
D4217 Question Is the pension payment automatically adjusted for changes in the cost of living?
D4218 Question Will this payment continue for as long as you live?
D4219 Question For how many years will it continue? # OF YEARS:
D4220 Question If you were to die before your (Husband/Wife/Partner), would the payment stop, continue unchanged, or continue at a reduced level?
D4221 Question ~IF 4194(3) About how much did you receive last month from your third pension? ~ELSE About the other retirement pensions that you receive, tell me about how much in total you received last month. AMOUNT:
D4222 Question Were any federal income taxes withheld (on these)?
D4226 Question Now let me ask about the retirement pensions received by your (Husband/Wife/Partner). Does (she/he) currently receive more than one such pension?
D4227 Question How many such pensions does your (Husband/Wife/Partner) receive? # OF PENSIONS: J31b-1. Tell me about the largest retirement pension your (Husband/Wife/Partner) receives.
D4229 Question How much did your (Husband/Wife/Partner) receive last month from that pension? AMOUNT:
D4230 Question Were any federal income taxes withheld on that?
D4232 Question And what month was that? MONTH:
D4233 Question Is the pension payment automatically adjusted for changes in the cost of living?
D4234 Question Will this payment continue for as long as (she/he) lives?
D4235 Question For how many years will it contin? # OF YEARS:
D4236 Question If (she/he) were to die before you, would the payment stop, continue unchanged, or continue at a reduced level?
D4245 Question Were any federal income taxes withheld on that?
D4247 Question And what month was that? MONTH:
D4248 Question Is the pension payment automatically adjusted for changes in the cost of living?
D4249 Question Will this payment continue for as long as (she/he) lives?
D4250 Question For how many years will it continue? # OF YEARS:
D4251 Question If (she/he) were to die before you, would the payment stop, continue unchanged, or continue at a reduced level?
D4253 Question ~IF 4227(3) How much did (she/he) receive last month from (her/his) third pension. ~ELSE About the other retirement pensions (she/he) receives, about how much in total did (she/he) receive last month? AMOUNT:
D4254 Question Were any federal income taxes withheld (on these)?
D4255 Question Overall, about how much did you (and your Husband/Wife/Partner) receive last month from retirement pensions (not including Social Security)? AMOUNT:
D4266 Question Aside from anything you have already told me about, are you (or your Husband/Wife/Partner) currently receiving any income from annuities?
D4267 Question Who receives that?
D4268 Question ~IF 4267(3) Do you yourself receive income from more than one annuity? ~ELSE Do you receive income from more than one annuity?
D4269 Question How many annuities do you receive? # OF ANNUITIES:
D4270 Question Tell me about the largest annuity that you currently receive.
D4271 Question How much did you receive last month from that annuity? AMOUNT:
D4272 Question Were any federal income taxes withheld on that?
D4274 Question And what month was that? MONTH:
D4275 Question Is the annuity payment automatically adjusted for changes in the cost of living?
D4276 Question Will this payment continue for as long as you live?
D4277 Question For how many years will it continue? # OF YEARS:
D4278 Question If you were to die before your (Husband/Wife/Partner), would the payment stop, continue unchanged, or continue at a reduced level?
D4285 Question How much did you receive last month from your second (largest) annuity? AMOUNT:
D4287 Question Were any federal income taxes withheld on that annuity?
D4289 Question And what month was that? MONTH:
D4290 Question Is the annuity payment automatically adjusted for changes in the cost of living?
D4291 Question Will this payment continue for as long as you live?
D4292 Question For how many years will it continue? # OF YEARS:
D4293 Question If you were to die before your (Husband/Wife/Partner), would the payment stop, continue unchanged, or continue at a reduced level?
D4294 Question ~IF 4269(3) How much did you receive last month from your third annuity? ~ELSE About the other annuities that you receive, tell me about how much in total you received last month. AMOUNT:
D4298 Question Were any federal income taxes withheld (on these)?
D4299 Question Now let me ask about the annuities received by your (Husband/Wife/Partner). Does (she/he) currently receive more than one such annuity?
D4300 Question How many such annuities does your (Husband/Wife/Partner) receive? # OF ANNUITIES:
D4301 Question Tell me about the largest annuity your (Husband/Wife/Partner) receives.
D4302 Question How much did your (Husband/Wife/Partner) receive last month from that annuity? AMOUNT:
D4303 Question Were any federal income taxes withheld on that?
D4304 Question In what year did (she/he) start to receive that annuity? YEAR:
D4306 Question Is the annuity payment automatically adjusted for changes in the cost of living?
D4307 Question Will this payment continue for as long as (she/he) lives?
D4308 Question For how many years will it continue? # OF YEARS:
D4309 Question If (she/he) were to die before you, would the payment stop, continue unchanged, or continue at a reduced level?
D4315 Question And how much did (she/he) receive last month from the second largest annuity? AMOUNT:
D4317 Question Were any federal income taxes withheld on that?
D4319 Question And what month was that?
D4320 Question Is the annuity payment automatically adjusted for changes in the cost of living?
D4321 Question Will this payment continue for as long as (she/he) lives?
J35h-2 Question For how many years will it continue? # OF YEARS:
D4322 Question If (she/he) were to die before you, would thepayment stop, continue unchanged, or continue at a reduced level?
D4324 Question ~IF 4300(3) How much did (she/he) receive last month from (her/his) third annuity? ~ELSE About the other annuities (she/he) receives, about how much in total did (she/he) receive last month? AMOUNT:
D4325 Question Were any federal income taxes withheld (on these)?
D4326 Question Overall, about how much did you (and your Husband/Wife/Partner) receive last month from annuities? AMOUNT:
D4338 Question (Aside from anything you have already told me about..) Do you (or your Husband/Wife/Partner) have any shares of stock or stock mutual funds?
D4339 Question If you sold all those and paid off anything you owed on them, about how much would you have? DO NOT PROBE DK AMOUNT:
D4343 Question ~IF WAVE 1 STOCKS NONE OR MEDIUM Would it amount to $100,000 or more? ~ELSE WAVE 1 STOCKS LOW Would it amount to $10,000 or more? ~ELSE WAVE 1 STOCKS HIGH Would it amount to $750,000 or more?
D4344 Question ~IF WAVE 1 STOCKS NONE OR MEDIUM $10,000 or more? ~ELSE WAVE 1 STOCKS LOW $2,000 or more? ~ELSE WAVE 1 STOCKS HIGH $100,000 or more?
D4346 Question ~IF WAVE 1 STOCKS NONE OR MEDIUM $2,000 or more? ~ELSE WAVE 1 STOCKS HIGH $10,000 or more?
D4347 Question $2,000 or more?
D4348 Question ~IF WAVE 1 STOCKS NONE *OR* MEDIUM $750,000 or more? ~ELSE WAVE 1 STOCKS LOW $100,000 or more? ~ELSE WAVE 1 STOCKS HIGH $1,500,000 or more?
D4350 Question ~IF WAVE 1 STOCKS NONE OR MEDIUM $1,500,000 or more? ~ELSE WAVE 1 STOCKS LOW $750,000 or more?
D4351 Question $1,500,000 or more?
D4357 Question Do these stocks or mutual funds pay any dividends or interest?
D4358 Question How often is it paid?
D4359 Question ~IF 4358(1.6.7 or DK or RF) Condition added About how much did you receive from that in (1993/1994/1995/1996)? ~ELSE About how much did you receive last (4358) from that? DO NOT PROBE DK AMOUNT:
D4360 Question Do you get about the same amount each (4358)?
D4361 Question About how much did you receive from stocks of mutual Funds in (1995/1996) DO NOT PROBE DK AMOUNT:
D4363 Question Did you receive $10,000 or more in (1994/1995) from stock income?
D4364 Question $75,000 or more?
D4365 Question $1,000 or more?
D4381 Question (Aside from anything you have already told me about..) Do you (or your Husband/Wife/Partner) have any corporate, municipal, government or foreign bonds, or bond funds? DO NOT COUNT GOVERNMENT SAVINGS BONDS OR TREASURY BILLS.
D4382 Question If you sold all those bonds or bond funds, and paid off anything you owed on them, about how much would you have? DO NOT PROBE DK/RF
D4386 Question ~IF WAVE 1 BONDS NONE OR MEDIUM Would it amount to $50,000 or more? ~ELSE WAVE 1 BONDS LOW Would it amount to $10,000 or more? ~ELSE WAVE 1 BONDS HIGH Would it amount to $200,000 or more?
D4387 Question ~IF WAVE 1 BONDS NONE OR MEDIUM $10,000 or more? ~ELSE WAVE 1 BONDS LOW $2,000 or more? ~ELSE WAVE 1 BONDS HIGH $50,000 or more?
D4389 Question ~IF WAVE 1 BONDS NONE OR MEDIUM $2,000 or more? ~ELSE WAVE 1 BONDS HIGH $10,000 or more?
D4390 Question $2,000 or more?
D4391 Question ~IF WAVE 1 BONDS NONE OR MEDIUM $200,000 or more? ~ELSE WAVE 1 BONDS LOW $50,000 or more? ~ELSE WAVE 1 BONDS HIGH $500,000 or more?
D4393 Question ~IF WAVE 1 BONDS NONE OR MEDIUM $500,000 or more? ~ELSE WAVE 1 BONDS LOW $200,000 or more?
D4394 Question $500,000 or more?
D4400 Question Do these bonds or mutual funds pay any dividends or interest?
D4401 Question How often is it paid?
D4402 Question ~IF 4401(1.6.7 or DK or RF) About how much did you receive from that in (1993/1994/1995/1996)? ~ELSE About how much did you receive last from that? DO NOT PROBE DK AMOUNT:
D4403 Question Do you get about the same amount each (4401)?
D4404 Question About how much did you receive from bond income in (1995/1996) DO NOT PROBE DK AMOUNT:
D4406 Question Did you receive $5,000 or more in (1994/1995) from bond income?
D4407 Question $20,000 or more?
D4408 Question $1,000 or more?
D4425 Question If you added up all such accounts, about how much would they amount to right now ? DO NOT PROBE DK AMOUNT:
D4429 Question ~IF WAVE 1 CHECKINGS/SAVINGS NONE OR MEDIUM Would it amount to $50,000 or more? ~ELSE WAVE 1 CHECKINGS/SAVINGS LOW Would it amount to $20,000 or more? ~ELSE WAVE 1 CHECKINGS/SAVINGS HIGH Would it amount to $100,000 or more?
D4431 Question ~IF WAVE 1 CHECKINGS/SAVINGS NONE OR MEDIUM $20,000 or more? ~ELSE WAVE 1 CHECKINGS/SAVINGS LOW $2,000 or more? ~ELSE WAVE 1 CHECKINGS/SAVINGS HIGH $50,000 or more?
D4432 Question ~IF WAVE 1 CHECKINGS/SAVINGS NONE OR MEDIUM $2,000 or more? ~ELSE WAVE 1 CHECKINGS/SAVINGS HIGH $20,000 or more?
D4433 Question $2,000 or more?
D4434 Question ~IF WAVE 1 CHECKINGS/SAVINGS NONE OR MEDIUM $100,000 or more? ~ELSE WAVE 1 CHECKINGS/SAVINGS LOW $50,000 or more? ~ELSE WAVE 1 CHECKINGS/SAVINGS HIGH $500,000 or more?
D4436 Question ~IF WAVE 1 CHECKINGS/SAVINGS NONE OR MEDIUM $500,000 or more? ~ELSE WAVE 1 CHECKINGS/SAVINGS LOW $100,000 or more?
D4437 Question $500,000 or more?
D4440 Question Do these accounts or money market funds pay any dividends or interest?
D4441 Question How often is it paid?
D4442 Question ~IF 4441(1.6.7 or DK or RF) About how much did you receive from that in (1993/1994/1995/1996)? ~ELSE About how much did you receive last from that? DO NOT PROBE DK AMOUNT:
D4443 Question Do you get about the same amount each (4441)?
D4444 Question About how much did you receive from savings interest added in (1995/1996) DO NOT PROBE DK AMOUNT:
D4445 Question Did you receive $2,000 or more in (1994/1995) from interest from savings and checking accounts?
D4446 Question $5,000 or more?
D4447 Question $1,000 or more?
D4463 Question (Aside from anything you have already told me about..) Do you (or your Husband/Wife/Partner) have any money in Certificates of Deposit, government Savings Bonds, or Treasury Bills?
D4464 Question If you added up all such accounts, about how much would they amount to right now? DO NOT PROBE DK
D4468 Question ~IF WAVE 1 CD NONE OR MEDIUM Would it amount to $125,000 or more? ~ELSE WAVE 1 CD LOW Would it amount to $25,000 or more? ~ELSE WAVE 1 CD HIGH Would it amount to $250,000 or more?
D4469 Question ~IF WAVE 1 CD NONE OR MEDIUM $25,000 or more? ~ELSE WAVE 1 CD LOW $2,500 or more? ~ELSE WAVE 1 CD HIGH $125,000 or more?
D4471 Question ~IF WAVE 1 CD NONE OR MEDIUM $2,500 or more? ~ELSE WAVE 1 CD HIGH $25,000 or more?
D4472 Question $2,500 or more?
D4473 Question ~IF WAVE 1 CD NONE OR MEDIUM $250,000 or more? ~ELSE WAVE 1 CD LOW $125,000 or more? ~ELSE WAVE 1 CD HIGH $500,000 or more?
D4475 Question ~IF WAVE 1 CD NONE OR MEDIUM $500,000 or more? ~ELSE WAVE 1 CD LOW $250,000 or more?
D4476 Question $500,000 or more?
D4482 Question Do these CDS, government bonds, or treasury bills pay any dividends or interest?
D4483 Question How often is it paid?
D4484 Question ~IF 4483(1.6.7 or DK or RF) About how much did you receive from that in (1993/1994/1995/1996)? added ~ELSE About how much did you receive last (4483) from that? DO NOT PROBE DK AMOUNT:
D4485 Question Do you get about the same amount each (4483)?
D4486 Question About how much did you receive in interest from that added in (1995/1996) DO NOT PROBE DK AMOUNT:
D4488 Question Did you receive $10,000 or more in (1994/1995) from CDS?
D4489 Question $25,000 or more?
D4490 Question $2,000 or more?
D4499 Question Do you (or your Husband/Wife/Partner) own anything for transportation, like cars, trucks, a trailer, a motor home, a boat, or an airplane?
D4500 Question ~IF WAVE 1 TRANSPORT NONE OR MEDIUM Would it amount to $20,000 or more? ~ELSE WAVE 1 TRANSPORT LOW Would it amount to $5,000 or more? ~ELSE WAVE 1 TRANSPORT HIGH Would it amount to $100,000 or more?
J51b Question ~IF WAVE 1 TRANSPORT NONE OR MEDIUM $5,000 or more? ~ELSE WAVE 1 TRANSPORT LOW $1,000 or more? ~ELSE WAVE 1 TRANSPORT HIGH $20,000 or more?
J51c Question ~IF WAVE 1 TRANSPORT NONE OR MEDIUM $1,000 or more? ~ELSE WAVE 1 TRANSPORT HIGH $5,000 or more?
J51d Question $1,000 or more?
J51f Question ~IF WAVE 1 TRANSPORT NONE OR MEDIUM $100,000 or more? ~ELSE WAVE 1 TRANSPORT LOW $20,000 or more? ~ELSE WAVE 1 TRANSPORT HIGH $200,000 or more?
J51h Question ~IF WAVE 1 TRANSPORT NONE OR MEDIUM $200,000 or more? ~ELSE WAVE 1 TRANSPORT LOW $100,000 or more?
J51j Question $200,000 or more?
J52 Question Do you (or your Husband/Wife/Partner) have any other savings or assets, such as jewelry, money owed to you by others, a collection for investment purposes, rights in a trust or estate where you are the beneficiary, or an annuity that you haven't already told us about? EXCLUDE THE CASH VALUE OF ANY LIFE INSURANCE POLICIES
J53 Question If you sold all that and then paid off any debts on it, about how much would you have? DO NOT PROBE DK/RF AMOUNT:
J53a Question Would it amount to $50,000 or more?
J53b Question $100,000 or more?
J53c Question $5,000 or more?
J54 Question Do any of these other savings or assets pay any income?
J55 Question About how much income did you receive from these other assets in (1993/1994/1995/1996)? DO NOT PROBE DK AMOUNT:
J55a Question Would it amount to $5,000 or more?
J55b Question $10,000 or more?
J55c Question $25,000 or more?
J55d Question $2,000 or more?
J55e Question $1,000 or more?
J55f Question $500 or more?
J56 Question Did your (Husband/Wife/Partner) do any work for pay in (1994/1995) (including self-employment)?
J57 Question First I will ask about your earnings from work, and then about your (Husband/Wife/Partner's).
J57a Question About how much did you earn from that during (1994/1995)? DO NOT PROBE DK AMOUNT:
J57b Question (4537)(A1-A4) Was it more than $10,000?
J57c Question (4538)(A1-A4) Was it more than $50,000?
J57d Question (4539)(A1-A4) Was it more than $2,500?
J57e Question Did you tell me about these earnings earlier, when I asked about income from business?
J57f Question About how much of these earnings had you already told me about? USE ALT-O FOR "ALL OF THEM" AMOUNT:
J58 Question Now I want to ask about any earnings from work for your (Husband/Wife/Partner) in (1994/1995).
J58a Question About how much did (she/he) earn from that during (1994/1995)? DO NOT PROBE DK AMOUNT:
J58b Question Was it more than $10,000?
J58c Question Was it more than $50,000?
J58d Question Was it more than $2,500?
J58e Question Did you tell me about these earnings earlier, when I asked about income from business?
J58f Question About how much of these earnings had you already told me about? USE ALT-O FOR "ALL OF THEM" AMOUNT:
J60 Question (Other than income you have already told me about), did you (or your Husband/Wife/Partner) receive any income from trusts funds or royalties?
J60a Question How much did you (and your Husband/Wife/Partner) receive altogether in (1993/1994/1995/1996)? AMOUNT:
J61 Question (Other than income you have already told me about, did you (or your Husband/Wife/Partner) receive income from ...) Any alimony or child support payments?
J61a Question How much did you (and your Husband/Wife/Partner) receive altogether from these sources in (1994/1995)? AMOUNT:
J62 Question (Other than income you have already told me about, did you (and your Husband/Wife/Partner) receive ...) Any other income in (1994/1995), for example, from private disability insurance payments, odd jobs, and so forth? DO NOT INCLUDE FINANCIAL SUPPORT FROM RELATIVES OR FRIENDS.
J62a Question How much did you (and your Husband/Wife/Partner) receive altogether from these other sources in (1993/1994/1995/1996)? AMOUNT:
J62b Question What was that source of income?
J62c Question Are there any other sources of income? DO NOT INCLUDE FINANCIAL SUPPORT FROM RELATIVES OR FRIENDS.
J62d Question How much did you (and your Husband/Wife/Partner) receive altogether from that in (1994/1995)? AMOUNT:
J65 Question Did you (or other family members now living here) receive government food stamps at any time since (Wave 1 date)/in the last two years)?
J65a Question In which months since (Wave 1 date)/in the last two years) did you (or other family members now living here) receive government food stamps?
J65b Question RECORD MONTH/YEAR THAT R OR R'S FAMILY ~IF 4588(2) STARTED RECEIVING FOOD STAMPS: ~ELSE 4588(3) STOPPED RECEIVING FOOD STAMPS: MONTH: YEAR:
J65d Question ENTER ALL MONTHS THAT APPLY
J65e Question How many dollars worth of food stamps did you (and your family living here) get the last month you received these stamps? AMOUNT:
J65g Question How many dollars' worth of food stamps did you (or other family members now living here) get last month? AMOUNT:
J66 Question (In addition to what you bought with food stamps,) Did you (or other family members now living here) spend any money on food that you use at home?
J66a Question About how much do you (and other family members living here) spend on food that you use at home in an average week? AMOUNT: PER:
J66c Question Do you have any free or subsidized meals delivered to you at home? (such as "Meals on Wheels")
J66d Question ~IF REINTERVIEW Since (Wave 1 date) ~ELSE In the last two years have you always had enough money to buy the food you need?
J66e Question ~IF REINTERVIEW At any time since (Wave 1 date) ~ELSE At any time in the last two years have you skipped meals or eaten less than you felt you should because there was not enough food in the house?
J66f Question About how much do you (and other family members now living here) spend eating out, not counting meals at work? 0 FOR NONE, DON'T EAT OUT AMOUNT: PER:
J67x1 Question ~IF 1ST HOUSEHOLD During (1993/1994/1995/1996), did (7)M2(Q4610)= do any ~ELSE During (1993/1994/1995/1996), did (48)M43(Q4610)= do any work for pay?
J67x2 Question About how much money did (he/she) earn from all jobs in (1994/1995)? DO NOT PROBE DK AMOUNT:
J67x2a Question Was it more than $5,000?
J67x2b Question More than $25,000?
J67x2c Question More than $50,000?
J67x2d Question More than $2,000?
J67xs1 Question ~IF 1ST HOUSEHOLD During (1993/1994/1995/1996), did (14)M2(Q4610)= do any ~ELSE During (1993/1994/1995/1996), did (55)M43(Q4610)= do any work for pay?
J67xs2 Question About how much money did (she/he) earn from all jobs in (1994/1995)? AMOUNT:
J67xs2a Question Was it more than $5,000?
J67xs2b Question More than $25,000?
J67xs2c Question More than $50,000?
J67xs2d Question More than $2,000?
J67 Question Not including job income, about how much in total did other members of your family living there receive in (1994/1995) from Social Security, pensions, welfare, interest, gifts, or anything else? DO NOT PROBE DK 0 NOTHING AMOUNT:
J67a Question Was it more than $10,000?
J67b Question Was it more than $20,000?
J67c Question Was it more than $50,000?
J67d Question Was it more than $2,000?
J68 Question Do members of your family living there have more than $5,000 total in bank accounts, other financial assets, vehicles, property, or other investments?
J69 Question About how much altogether would that amount to, minus any debts (he/she/they) might have? DO NOT PROBE DK 0 = NOTHING AMOUNT:
J69a Question Would it amount to more than $20,000?
J69b Question More than $50,000?
J69c Question More than $500,000?
J70 Question Did you (or your Husband/Wife/Partner) file a federal income tax return form for (1993/1994/1995/1996)?
J71 Question Some people have expenses they can itemize and deduct on their income tax. Did you (and your Husband/Wife/Partner) itemize deductions on your (1994/1995) federal income tax? (Such as property taxes, interest payments, medical expenses, and charitable contributions?)
J71a Question Were deductions itemized for medical expenses?
J71b Question How much did those expenses amount to in (1994/1995)? AMOUNT:
J72 Question In (1994/1995), did you (or your Husband/Wife/Partner) donate money, property, or possessions totaling $500 or more to religious or other charitable organizations? DEF: THE UNITED WAY, THE HEART ASSOCIATION, EDUCATIONAL INSTITUTIONS, RELIGIOUS ORGANIZATIONS OR OTHER SUCH GROUPS ARE CHARITABLE ORGANIZATIONS.
J72a Question About how much money did that amount to? AMOUNT:
J73 Question Altogether, about how much was your (and your Husband/Wife/Partner's) total income in (1994/1995)? DO NOT PROBE DK AMOUNT:
J73a Question Did you (and your Husband/Wife/Partner) receive $30,000 or more in (1994/1995)?
J73a1-1 Question Was it $10,000 or more?
J73b Question Was it $20,000 or more?
J73c Question Was it $5,000 or more?
J73d Question Was it $75,000 or more?
J73e Question Was it $100,000 or more?
J73f Question Was it $50,000 or more?
J74 Question (Since (Wave 1 date)/in the last two years), did you (and your Husband/Wife/Partner) use any of your investments or savings to pay for expenses, not counting any money or assets that you have given away to (children or) others?
J74a Question Was that for general living expenses or for some particular expenses?
J74b Question What was that?
J75 Question About how much did you use? DO NOT PROBE DK AMOUNT: PER:
J75a Question Would it amount to $25,000 or more?
J75b Question $50,000 or more?
J75c Question $100,000 or more?
J75d Question $10,000 or more?
J75e Question $5,000 or more?
J75f Question $2,000 or more?
J78 Question Did you (or your Husband/Wife/Partner) add to any of your investments or savings during (1993/1994/1995/1996)?
J79 Question About how much did you add to your savings or assets in (1993/1994/1995/1996)? DO NOT PROBE DK AMOUNT:
J79a Question Would it amount to $50,000 or more?
J79b Question $100,000 or more?
J79c Question $200,000 or more?
J79d Question $25,000 or more?
J79e Question $10,000 or more?
J79f Question $5,000 or more?
J80a Question Do you, or does someone else, receive the benefits of the assets you have put into a trust? (That is what is their relationship to you?) CHOOSE ALL THAT APPLY
J80aa Question Which child is that? CHOOSE ALL THAT APPLY IF GRANDCHILD: (Which of your children is the parent of that grandchild?)
J80b Question What about the value of (that/those) trusts? If you sold (could sell) all the assets you have put in trusts, about how much would you have (not counting anything you have already told me about)? DO NOT PROBE DK/RF AMOUNT:
J80c Question Would it amount to $500,000 or more?
J80d Question $1,500,000 or more?
J80e Question $50,000 or more?
J80 Question If you wanted to, could you change the terms of the trust?
J81 Question And do you (or your Husband/Wife/Partner) have any debts that we haven't asked about, such as credit card balances, medical debts, life insurance policy loans, loans from relatives, and so forth?
J82 Question About how much would that amount to? DO NOT PROBE DK/RF
J82a Question Would it amount to $5,000 or more?
J82c Question (Would it amount to) $500 or more?
J83 Question People sometimes receive property or lump sum payments of money from such things as pension settlements, insurance settlements, cashing in annuities, or inheritances. ~IF REINTERVIEW Since (Wave 1 date) did you (or your Husband/Wife/Partner) receive a lump ~ELSE In the past two years did you (or your Husband/Wife/Partner) receive a lump sum of money or property that you have not already told me about? Do not include loans or gifts.
J84-1 Question What was the largest lump sum -- was it from an insurance or pension settlement, an annuity, an inheritance or something else?
J85-1 Question In what month and year did you receive that (LUMP SUM)? MONTH: YEAR:
J86-1 Question About how much did you receive from the (LUMP SUM) ? DO NOT PROBE DK AMOUNT:
J87-1 Question Was it more than $50,000?
J88-1 Question From whom was that inheritance received, that is what is their relationship to you?
J89 Question Did you (or your Husband/Wife/Partner) receive any other large lump sum payments in the last two years? Do not count loans or gifts.
J85-2 Question In what month and year did you receive that (4755)? MONTH: YEAR:
J86-2 Question About how much was that from the (4755)? DO NOT PROBE DK AMOUNT:
J87-2 Question Was it more than $50,000?
J88-2 Question From whom was that inheritance received?
J43 Question Did you (or your Husband/Wife/Partner) have any other large lump sum payments in the last two years? Do not count loans or gifts.
J84-2 Question What was the next largest lump sum from -- was it from an insurance or pension settlement, an annuity, an inheritance or something else?
J85-3 Question In what month and year did you receive that (4762)? MONTH: YEAR:
J86-3 Question About how much was that from the (4762)? DO NOT PROBE DK AMOUNT:
J87-3 Question Was it more than $50,000?
J88-3 Question From whom was that inheritance received?
J90 Question Sometimes people make provisions to leave things to specific family members if something happens to them, others do not. Because we are trying to get a complete picture of family situations, I have a few questions about inheritance. Do you currently have a will that is written and witnessed?
J91 Question Have you made provisions in your (will/trust/will or trust) for any family members (other than your Husband/Wife/Partner)?
J91a Question Does that include any child or step-child?
J91b Question Which child is that? CHOOSE ALL THAT APPLY
J91bb Question Does that document provide for all your children about equally?
J92 Question Does that document include any grandchild directly?
J93 Question Have you made provisions for any charities in your will or trust?
JASSIST Question asked of interviewer IWER: HOW OFTEN DID R RECEIVE ASSISTANCE WITH ANSWERS IN ?
J31b-1 Question Tell me about the largest retirement pension your (Husband/Wife/Partner) receives.
D3881 Question Did you receive more than $3,000 in (1994/1995)?
D3884 Question In what month and year did you start to receive Social Security benefits?
D3897 Question If you start collecting Social Security benefits then, about how much do you expect the payments to be in today's dollars? AMOUNT:
D3915 Question Did you receive more than $500 in (1994/1995)?
D3937 Question How much did you (yourself) receive last month from that?
D3947 Question R VET BENEFIT YEAR
D3951 Question SP VET BENEFIT OFTEN
D3960 Question SP VET BENEFIT YEAR
D3938 Question R VET BENEFIT OFTEN
D4082 Question Would it amount to $5,000 or more (since (W1 Interview Month-Year)/in the last two years)?
D4201 Question And what month was that?
D4145M1 Question Did you withdraw funds from these accounts, convert them to annuities, or what?
D4156 Question Are federal income taxes withheld on these payments?
D4160 Question HOW LONG IRA INC,AGE
D4161 Question HOW LONG IRA INC,#YRS
D4162 Question HOW LONG IRA INC,VAR
D4228 Question Tell me about the largest retirement pension your (husband/wife/partner) receives.
D4231 Question In what year did (she/he) start to receive that pension? YEAR:
D4238 Question And how much did (she/he) receive last month from the second (largest) retirement pension?
D4246 Question In what year did (she/he) start to receive that pension? YEAR:
D4273 Question In what year did you start to receive that annuity?
D4288 Question In what year did you start to receive that annuity?
D4305 Question And what month was that?
D4318 Question In what year did (she/he) start to receive that annuity?
D4323 Question If (she/he) were to die before you, would the payment stop, continue unchanged, or continue at a reduced level?
D4424 Question (Aside from anything you have already told me about..) Do you (or your husband/or your wife/or your partner) have any hecking or savings accounts or money market funds?