J. Assets and Income

J. Assets and Income module of AHEAD 1995

Start of J. Assets and Income
 
D3874

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.

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

~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?

~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?
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D3877M1

Is your Social Security check for retirement, disability, survivors (widowed) benefits, other dependent benefits, or what? CHECK ALL THAT APPLY.

IS YOUR SOCIAL SECURITY CHECK FOR RETIREMENT, DISABILITY, SURVIVORS (WIDOWED) BENEFITS, OTHER DEPENDENT BENEFITS, OR WHAT? CHECK ALL THAT APPLY.
expand
 
D3878

How much did you (yourself) receive from Social Security last month? DO NOT PROBE DK AMOUNT:

HOW MUCH DID YOU (YOURSELF) RECEIVE FROM SOCIAL SECURITY LAST MONTH? DO NOT PROBE DK AMOUNT:
 
If How much did you (yourself) receive from Social Security last month? DO NOT PROBE DK AMOUNT: was answered Don't know or RF »
 
   
 
D3879

In (1994/1995) did you receive more than $5,000 per year from social security?

IN (1994/1995) DID YOU RECEIVE MORE THAN $5,000 PER YEAR FROM SOCIAL SECURITY?
expand
   
 
If In (1994/1995) did you receive more than $5,000 per year from social security? != (DK or RF) »
 
     
   
D3880

Did you receive more than $3,000 in (1994/1995)?

DID YOU RECEIVE MORE THAN $3,000 IN (1994/1995)?
expand
     
   
D3881

Did you receive more than $3,000 in (1994/1995)?

DID YOU RECEIVE MORE THAN $3,000 IN (1994/1995)?
expand
     
D3882

~IF REINTERVIEW Did you start receiving Social Security before (Wave 1 date)? ~Else Did you start receiving Social Security before two years ago?

~IF REINTERVIEW DID YOU START RECEIVING SOCIAL SECURITY BEFORE (WAVE 1 DATE)? ~ELSE DID YOU START RECEIVING SOCIAL SECURITY BEFORE TWO YEARS AGO?
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D3882

~IF REINTERVIEW Did you start receiving Social Security before (Wave 1 date)? ~Else Did you start receiving Social Security before two years ago?

~IF REINTERVIEW DID YOU START RECEIVING SOCIAL SECURITY BEFORE (WAVE 1 DATE)? ~ELSE DID YOU START RECEIVING SOCIAL SECURITY BEFORE TWO YEARS AGO?
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D3883

In what month and year did you start to receive Social Security benefits? MONTH: YEAR:

IN WHAT MONTH AND YEAR DID YOU START TO RECEIVE SOCIAL SECURITY BENEFITS? MONTH: YEAR:
 
D3884

In what month and year did you start to receive Social Security benefits?

IN WHAT YEAR DID YOU START TO RECEIVE SOCIAL SECURITY BENEFITS?
 
D3885

Does your (Husband/Wife/Partner) currently receive any income from Social Security?

DOES YOUR (HUSBAND/WIFE/PARTNER) CURRENTLY RECEIVE ANY INCOME FROM SOCIAL SECURITY?
expand
 
D3886M1

Is (her/his) Social Security check for retirement, disability, survivors benefits, other dependent benefits, or what? CHOOSE ALL THAT APPLY.

IS (HER/HIS) SOCIAL SECURITY CHECK FOR RETIREMENT, DISABILITY, SURVIVORS BENEFITS, OTHER DEPENDENT BENEFITS, OR WHAT? CHOOSE ALL THAT APPLY.
expand
 
D3888

How much did your (Husband/Wife/Partner) receive from Social Security last month? DO NOT PROBE DK AMOUNT:

HOW MUCH DID YOUR (HUSBAND/WIFE/PARTNER) RECEIVE FROM SOCIAL SECURITY LAST MONTH? DO NOT PROBE DK AMOUNT:
 
If How much did your (Husband/Wife/Partner) receive from Social Security last month? DO NOT PROBE DK AMOUNT: was answered Don't know or RF »
 
   
 
D3889

In (1994/1995) did your (Husband/Wife/Partner) receive more than $5,000 per year from social security?

IN (1994/1995) DID YOUR (HUSBAND/WIFE/PARTNER) RECEIVE MORE THAN $5,000 PER YEAR FROM SOCIAL SECURITY?
expand
   
 
D3890

Did your (Husband/Wife/Partner) receive more than $10,000 in (1994/1995)?

DID YOUR (HUSBAND/WIFE/PARTNER) RECEIVE MORE THAN $10,000 IN (1994/1995)?
expand
   
 
D3891

Did your (Husband/Wife/Partner) receive more than $3,000 in (1994/1995)?

DID YOUR (HUSBAND/WIFE/PARTNER) RECEIVE MORE THAN $3,000 IN (1994/1995)?
expand
   
D3892

~IF REINTERVIEW Did (she/he) start receiving SS before (Wave 1 date)? ~Else Did (she/he) start receiving SS before two years ago?

~IF REINTERVIEW DID (SHE/HE) START RECEIVING SS BEFORE (WAVE 1 DATE)? ~ELSE DID (SHE/HE) START RECEIVING SS BEFORE TWO YEARS AGO?
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D3893

In what month and year did your (Husband/Wife/Partner) start to receive Social Security benefits? MONTH: YEAR:

IN WHAT MONTH AND YEAR DID YOUR (HUSBAND/WIFE/PARTNER) START TO RECEIVE SOCIAL SECURITY BENEFITS? MONTH: YEAR:
 
If ~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? != (1 or DK or RF)
 
   
 
D3895

Do you expect to receive Social Security benefits at some time in the future?

DO YOU EXPECT TO RECEIVE SOCIAL SECURITY BENEFITS AT SOME TIME IN THE FUTURE?
expand
   
 
D3896

At what age do you expect to start collecting these benefits? AGE:

AT WHAT AGE DO YOU EXPECT TO START COLLECTING THESE BENEFITS? AGE:
   
 
D3897

If you start collecting Social Security benefits then, about how much do you expect the payments to be in today's dollars? AMOUNT:

IF YOU START COLLECTING SOCIAL SECURITY BENEFITS THEN, ABOUT HOW MUCH DO YOU EXPECT THE PAYMENTS TO BE IN TODAY'S DOLLARS? AMOUNT:
expand
   
 
D3898

(Would that be per month, year, or what?) $(AMOUNT) PER

(WOULD THAT BE PER MONTH, YEAR, OR WHAT?) $(AMOUNT) PER
expand
   
 
D3899

Have you ever had the Social Security Administration calculate what your Social Security retirement benefit will be?

HAVE YOU EVER HAD THE SOCIAL SECURITY ADMINISTRATION CALCULATE WHAT YOUR SOCIAL SECURITY RETIREMENT BENEFIT WILL BE?
expand
   
If Does your (Husband/Wife/Partner) currently receive any income from Social Security? = 1 or R MARITAL STATUS = (DIVORCED/SEPERATED or WIDOWED or NEVER MARRIED) »
 
   
 
D3902

At what age does (she/he) expect to start collecting these benefits? AGE:

AT WHAT AGE DOES (SHE/HE) EXPECT TO START COLLECTING THESE BENEFITS? AGE:
   
 
D3903

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:

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:
expand
   
 
D3906

Has your (Husband/Wife/Partner) ever had the Social Security Administration calculate what (her/his) Social Security retirement benefit will be?

HAS YOUR (HUSBAND/WIFE/PARTNER) EVER HAD THE SOCIAL SECURITY ADMINISTRATION CALCULATE WHAT (HER/HIS) SOCIAL SECURITY RETIREMENT BENEFIT WILL BE?
expand
   
D3911

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.

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.
expand
 
D3901

Does your (Husband/Wife/Partner) expect to receive Social Security benefits at some time in the future?

DOES YOUR (HUSBAND/WIFE/PARTNER) EXPECT TO RECEIVE SOCIAL SECURITY BENEFITS AT SOME TIME IN THE FUTURE?
expand
 
D3912

How much did you (and your Husband/Wife/Partner) receive from SSI last month? DO NOT PROBE DK AMOUNT:

HOW MUCH DID YOU (AND YOUR HUSBAND/WIFE/PARTNER) RECEIVE FROM SSI LAST MONTH? DO NOT PROBE DK

AMOUNT:
 
If How much did you (and your Husband/Wife/Partner) receive from SSI last month? DO NOT PROBE DK AMOUNT: was answered Don't know or RF »
 
   
 
D3913

In (1994/1995) did you receive more than $2,000 from SSI?

IN (1994/1995) DID YOU RECEIVE MORE THAN $2,000 FROM SSI?
expand
   
 
If NOT D3913was answered Don't know or RF »
 
     
   
D3914

Did you receive more than $500 in (1994/1995)?

DID YOU RECEIVE MORE THAN $500 IN (1994/1995)?
expand
     
   
D3915

Did you receive more than $500 in (1994/1995)?

DID YOU RECEIVE MORE THAN $500 IN (1994/1995)?
expand
     
D3916
 
If WAVE1 SOCIAL SECURITY INCOME != YES »
 
   
 
D3916
   
 
D3917

About what month and year did you start receiving SSI? MONTH: YEAR:

ABOUT WHAT MONTH AND YEAR DID YOU START RECEIVING SSI? MONTH: YEAR:
   
D3919

Did you (and your Husband/Wife/Partner) receive any income from SSI in (1994/1995)?

DID YOU (AND YOUR HUSBAND/WIFE/PARTNER) RECEIVE ANY INCOME FROM SSI IN (1994/1995)?
expand
 
D3920

What was the last month you (and your Husband/Wife/Partner) received income from SSI? PROBE FOR YEAR IF NECESSARY MONTH: YEAR:

WHAT WAS THE LAST MONTH YOU (AND YOUR HUSBAND/WIFE/PARTNER) RECEIVED INCOME FROM SSI? PROBE FOR YEAR IF NECESSARY MONTH: YEAR:
expand
 
D3922

How much did you (and your Husband/Wife/Partner) receive from SSI in that month? AMOUNT:

HOW MUCH DID YOU (AND YOUR HUSBAND/WIFE/PARTNER) RECEIVE FROM SSI IN THAT MONTH? AMOUNT:
 
D3927

Did you (or your Husband/Wife/Partner) receive any income from welfare in (1994/1995) (not including SSI)?

DID YOU (OR YOUR HUSBAND/WIFE/PARTNER) RECEIVE ANY INCOME FROM WELFARE IN (1994/1995) (NOT INCLUDING SSI)?
expand
 
If Did you (or your Husband/Wife/Partner) receive any income from welfare in (1994/1995) (not including SSI)? != 1 or (R MARITAL STATUS = DIVORCED/SEPERATED or WIDOWED or NEVER MARRIED) »
 
   
 
D3928

Who received that?

WHO RECEIVED THAT?
expand
   
D3929

How much did (you/he/she) receive in (1994/1995)? AMOUNT:

HOW MUCH DID (YOU/HE/SHE) RECEIVE IN (1994/1995)? AMOUNT:
 
D3935

Are you (or your Husband/Wife/Partner) currently receiving any income from veteran benefits?

ARE YOU (OR YOUR HUSBAND/WIFE/PARTNER) CURRENTLY RECEIVING ANY INCOME FROM VETERAN BENEFITS?
expand
 
D3936

How much did you (yourself) receive last month from that? DO NOT PROBE DK AMOUNT: PER:

HOW MUCH DID YOU (YOURSELF) RECEIVE LAST MONTH FROM THAT? DO NOT PROBE DK AMOUNT: PER:
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D3937

How much did you (yourself) receive last month from that?

HOW MUCH DID YOU (YOURSELF) RECEIVE LAST MONTH FROM THAT?
 
D3938

R VET BENEFIT OFTEN

R VET BENEFIT OFTEN
expand
 
If How much did you (yourself) receive last month from that? was answered Don't know or RF »
 
   
 
D3940

In (1994/1995), did you receive more than $5,000?

IN (1994/1995), DID YOU RECEIVE MORE THAN $5,000?
expand
   
 
D3941

More than $3,000?

MORE THAN $3,000?
expand
   
 
D3942

More than $10,000?

MORE THAN $10,000?
expand
   
D3944M1

What kind of veteran benefits are those? CHOOSE ALL THAT APPLY

WHAT KIND OF VETERAN BENEFITS ARE THOSE? CHOOSE ALL THAT APPLY
expand
 
D3945

Did you start receiving veteran benefits ~IF REINTERVIEW before (Wave 1 date)? ~Else before 2 years ago?

DID YOU START RECEIVING VETERAN BENEFITS ~IF REINTERVIEW BEFORE (WAVE 1 DATE)? ~ELSE BEFORE 2 YEARS AGO?
expand
 
D3946

What month and year did you start receiving that? PROBE FOR YEAR IF NECESSARY MONTH: YEAR:

WHAT MONTH AND YEAR DID YOU START RECEIVING THAT? PROBE FOR YEAR IF NECESSARY MONTH: YEAR:
 
D3950

How much did your (Husband/Wife/Partner) receive last month from that? DO NOT PROBE DK AMOUNT: PER:

HOW MUCH DID YOUR (HUSBAND/WIFE/PARTNER) RECEIVE LAST MONTH FROM THAT? DO NOT PROBE DK AMOUNT: PER:
expand
 
D3951

SP VET BENEFIT OFTEN

SP VET BENEFIT OFTEN
expand
 
If How much did your (Husband/Wife/Partner) receive last month from that? DO NOT PROBE DK AMOUNT: PER: was answered Don't know or RF »
 
   
 
D3953

In (1994/1995), did (she/he) receive more than $5,000?

IN (1994/1995), DID (SHE/HE) RECEIVE MORE THAN $5,000?
expand
   
 
D3954

More than $3,000?

MORE THAN $3,000?
expand
   
 
D3955

More than $10,000?

MORE THAN $10,000?
expand
   
D3957M1

What kind of veteran benefits are those? CHOOSE ALL THAT APPLY

WHAT KIND OF VETERAN BENEFITS ARE THOSE? CHOOSE ALL THAT APPLY
expand
 
D3958

Did (she/he) start receiving veteran benefits ~IF REINTERVIEW before (Wave 1 date)? ~Else before 2 years ago?

DID (SHE/HE) START RECEIVING VETERAN BENEFITS ~IF REINTERVIEW BEFORE (WAVE 1 DATE)? ~ELSE BEFORE 2 YEARS AGO?
expand
 
D3959

What month and year did (she/he) start receiving that? PROBE FOR YEAR IF NECESSARY MONTH: YEAR:

WHAT MONTH AND YEAR DID (SHE/HE) START RECEIVING THAT? PROBE FOR YEAR IF NECESSARY MONTH: YEAR:
 
D3960

SP VET BENEFIT YEAR

SP VET BENEFIT YEAR
expand
 
D3964

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?

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?
expand
 
D3965

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:

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

~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?

~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?
expand
 
If ~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? != (DK or RF) »
 
   
 
D3970

~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?

~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?
expand
   
 
D3971

~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?

~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?
expand
   
 
D3972

~IF WAVE 1 REAL ESTATE NONE OR MEDIUM $5,000 or more? ~Else WAVE 1 REAL ESTATE HIGH $20,000 or more?

~IF WAVE 1 REAL ESTATE NONE OR MEDIUM $5,000 OR MORE? ~ELSE WAVE 1 REAL ESTATE HIGH $20,000 OR MORE?
expand
   
 
D3973

$5,000 or more?

$5,000 OR MORE?
expand
   
 
D3974

~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?

~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?
expand
   
 
D3975

~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?

~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?
expand
   
 
D3976

~IF WAVE 1 REAL ESTATE NONE OR MEDIUM $2,000,000 or more? ~Else WAVE 1 REAL ESTATE LOW $1,000,000 or more?

~IF WAVE 1 REAL ESTATE NONE OR MEDIUM $2,000,000 OR MORE? ~ELSE WAVE 1 REAL ESTATE LOW $1,000,000 OR MORE?
expand
   
 
D3977

$2,000,000 or more?

$2,000,000 OR MORE?
expand
   
D3983

Do you (or your Husband/Wife/Partner) currently receive any income or rent from (that property/those properties)?

DO YOU (OR YOUR HUSBAND/WIFE/PARTNER) CURRENTLY RECEIVE ANY INCOME OR RENT FROM (THAT PROPERTY/THOSE PROPERTIES)?
expand
 
D3984

How often do you receive that?

HOW OFTEN DO YOU RECEIVE THAT?
expand
 
If How often do you receive that? != (6,7, DK or RF) »
 
   
 
D3985

Before expenses, about how much did you receive last (3984) from that? DO NOT PROBE DK AMOUNT:

BEFORE EXPENSES, ABOUT HOW MUCH DID YOU RECEIVE LAST (3984) FROM THAT? DO NOT PROBE DK AMOUNT:
   
 
If Before expenses, about how much did you receive last (3984) from that? DO NOT PROBE DK AMOUNT: != (DK or RF)
 
     
   
D3986

Do you get about the same amount each (3984)?

DO YOU GET ABOUT THE SAME AMOUNT EACH (3984)?
expand
     
D3987

Before any expenses, about how much did you receive from rental income in (1994/1995)? DO NOT PROBE DK AMOUNT:

BEFORE ANY EXPENSES, ABOUT HOW MUCH DID YOU RECEIVE FROM RENTAL INCOME IN (1994/1995)? DO NOT PROBE DK AMOUNT:
 
If Would it amount to $50,000 or more in (1994/1995)? != (DK or RF) »
 
   
 
D3990

$75,000 or more?

$75,000 OR MORE?
expand
   
 
D3991

$25,000 or more?

$25,000 OR MORE?
expand
   
 
D3992

$10,000 or more?

$10,000 OR MORE?
expand
   
D4005

Do you (or your Husband/Wife/Partner) own part or all of a business or farm?

DO YOU (OR YOUR HUSBAND/WIFE/PARTNER) OWN PART OR ALL OF A BUSINESS OR FARM?
expand
 
D4006

If you sold all that and then paid off any debts on it, about how much would you get? DO NOT PROBE DK/RF

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

~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?

~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?
expand
 
D4011

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?

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?
expand
 
D4012

~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?

~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?
expand
 
D4013

~IF WAVE 1 BUSINESS NONE OR MEDIUM $5,000 or more? ~Else WAVE 1 BUSINESS HIGH $20,000 or more?

~IF WAVE 1 BUSINESS NONE OR MEDIUM $5,000 OR MORE? ~ELSE WAVE 1 BUSINESS HIGH $20,000 OR MORE?
expand
 
D4014

$5,000 or more?

$5,000 OR MORE?
expand
 
D4015

~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?

~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?
expand
 
D4016

~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?

~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?
expand
 
D4017

~IF WAVE 1 BUSINESS NONE OR MEDIUM $2,000,000 or more? ~Else WAVE 1 BUSINESS LOW $1,000,000 or more?

~IF WAVE 1 BUSINESS NONE OR MEDIUM $2,000,000 OR MORE? ~ELSE WAVE 1 BUSINESS LOW $1,000,000 OR MORE?
expand
 
D4018

$2,000,000 or more?

$2,000,000 OR MORE?
expand
 
D4024

Do you (or your Husband/Wife/Partner) currently receive any income from (that/those)?

DO YOU (OR YOUR HUSBAND/WIFE/PARTNER) CURRENTLY RECEIVE ANY INCOME FROM (THAT/THOSE)?
expand
 
D4025

How often do you receive that?

HOW OFTEN DO YOU RECEIVE THAT?
expand
 
If How often do you receive that? != (6,7,DK,RF) »
 
   
 
D4026

About how much did you receive last (4025) from that? DO NOT PROBE DK AMOUNT:

ABOUT HOW MUCH DID YOU RECEIVE LAST (4025) FROM THAT? DO NOT PROBE DK AMOUNT:
   
 
If About how much did you receive from (that/those) business in (1994/1995)? DO NOT PROBE DK AMOUNT: != (DK or RF) »
 
     
   
D4027

Did you get about the same amount each (4025)?

DID YOU GET ABOUT THE SAME AMOUNT EACH (4025)?
expand
     
D4029

About how much did you receive from (that/those) business in (1994/1995)? DO NOT PROBE DK AMOUNT:

ABOUT HOW MUCH DID YOU RECEIVE FROM (THAT/THOSE) BUSINESS IN (1994/1995)? DO NOT PROBE DK AMOUNT:
 
D4030

Would it amount to $20,000 or more in (1994/1995)? (4030)

WOULD IT AMOUNT TO $20,000 OR MORE IN (1994/1995)? (4030)
expand
 
D4031

$50,000 or more?

$50,000 OR MORE?
expand
 
D4032

$5,000 or more?

$5,000 OR MORE?
expand
 
D4033

$2,000 or more?

$2,000 OR MORE?
expand
 
D4045

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

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
expand
 
D4046

How many IRA accounts do you (or your Husband/Wife/Partner) have?

HOW MANY IRA ACCOUNTS DO YOU (OR YOUR HUSBAND/WIFE/PARTNER) HAVE?
expand
 
If How many IRA accounts do you (or your Husband/Wife/Partner) have? != 1 or (R MARITAL STATUS includes 1 TO 3) »
 
   
 
D4047

~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)?

~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)?
expand
   
D4048

About how much is in this account at the present time? DO NOT PROBE DK/RF

ABOUT HOW MUCH IS IN THIS ACCOUNT AT THE PRESENT TIME? DO NOT PROBE DK/RF
 
D4052

~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?

~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?
expand
 
D4053

~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?

~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?
expand
 
D4055

~IF WAVE 1 IRA NONE OR MEDIUM $5,000 or more? ~Else WAVE 1 IRA HIGH $20,000 or more?

~IF WAVE 1 IRA NONE OR MEDIUM $5,000 OR MORE? ~ELSE WAVE 1 IRA HIGH $20,000 OR MORE?
expand
 
D4056

$5,000 or more?

$5,000 OR MORE?
expand
 
D4057

~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?

~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?
expand
 
D4059

~IF WAVE 1 IRA NONE OR MEDIUM $1,000,000 or more? ~Else WAVE 1 IRA LOW $200,000 or more?

~IF WAVE 1 IRA NONE OR MEDIUM $1,000,000 OR MORE? ~ELSE WAVE 1 IRA LOW $200,000 OR MORE?
expand
 
D4060

$1,000,000 or more?

$1,000,000 OR MORE?
expand
 
D4078

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?

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?
expand
 
D4079

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:

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:
expand
 
D4080

Would it amount to $5,000 or more since (Wave 1 date)/in the last two years)?

WOULD IT AMOUNT TO $5,000 OR MORE SINCE (WAVE 1 DATE)/IN THE LAST TWO YEARS)?
expand
 
If 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: = (DK or RF) »
 
   
 
D4082

Would it amount to $5,000 or more (since (W1 Interview Month-Year)/in the last two years)?

WOULD IT AMOUNT TO $5,000 OR MORE (SINCE (W1 INTERVIEW MONTH-YEAR)/IN THE LAST TWO YEARS)?
expand
   
 
D4083

Would it amount to $20,000 or more?

WOULD IT AMOUNT TO $20,000 OR MORE?
expand
   
 
D4084

$2,000 or more?

$2,000 OR MORE?
expand
   
 
D4085

$500 or more?

$500 OR MORE?
expand
   
D4086

Did you (or your Husband/Wife/Partner) take out only the "minimum withdrawal option", that is, the amount required to avoid a tax penalty?

DID YOU (OR YOUR HUSBAND/WIFE/PARTNER) TAKE OUT ONLY THE "MINIMUM WITHDRAWAL OPTION", THAT IS, THE AMOUNT REQUIRED TO AVOID A TAX PENALTY?
expand
 
D4087M1

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

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
expand
 
D4088

If you had a financial emergency, could you withdraw all the money from this account? (4088)

IF YOU HAD A FINANCIAL EMERGENCY, COULD YOU WITHDRAW ALL THE MONEY FROM THIS ACCOUNT?
expand
 
D4089

~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)?

~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)?
expand
 
D4090

About how much is in this account at the present time? DO NOT PROBE DK AMOUNT:

ABOUT HOW MUCH IS IN THIS ACCOUNT AT THE PRESENT TIME? DO NOT PROBE DK AMOUNT:
 
D4093

~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?

~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?
expand
 
D4094

~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?

~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?
expand
 
D4096

~IF WAVE 1 IRA NONE OR MEDIUM $5,000 or more? ~Else WAVE 1 IRA HIGH $20,000 or more?

~IF WAVE 1 IRA NONE OR MEDIUM $5,000 OR MORE? ~ELSE WAVE 1 IRA HIGH $20,000 OR MORE?
expand
 
D4097

Question ~IF WAVE 1 IRA NONE OR MEDIUM added $5,000 or more? ~Else WAVE 1 IRA HIGH $20,000 or more?

QUESTION ~IF WAVE 1 IRA NONE OR MEDIUM ADDED $5,000 OR MORE? ~ELSE WAVE 1 IRA HIGH $20,000 OR MORE?
expand
 
D4098

~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?

~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?
expand
 
D4100

~IF WAVE 1 IRA NONE OR MEDIUM $1,000,000 or more? ~Else WAVE 1 IRA LOW $200,000 or more?

~IF WAVE 1 IRA NONE OR MEDIUM $1,000,000 OR MORE? ~ELSE WAVE 1 IRA LOW $200,000 OR MORE?
expand
 
D4101

$1,000,000 or more?

$1,000,000 OR MORE?
expand
 
D4116

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?

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?
expand
 
D4117

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:

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:
expand
 
If 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: = (DK or RF) »
 
   
 
D4120

Would it amount to $5,000 or more since (Wave 1 date)/in the last two years)?

WOULD IT AMOUNT TO $5,000 OR MORE SINCE (WAVE 1 DATE)/IN THE LAST TWO YEARS)?
expand
   
 
D4121

Would it amount to $20,000 or more?

WOULD IT AMOUNT TO $20,000 OR MORE?
expand
   
 
D4122

$2,000 or more?

$2,000 OR MORE?
expand
   
 
D4123

$500 or more?

$500 OR MORE?
expand
   
D4124

Did you (or your Husband/Wife/Partner) take out only the "minimum withdrawal option", that is, the amount required to avoid a tax penalty?

DID YOU (OR YOUR HUSBAND/WIFE/PARTNER) TAKE OUT ONLY THE "MINIMUM WITHDRAWAL OPTION", THAT IS, THE AMOUNT REQUIRED TO AVOID A TAX PENALTY?
expand
 
D4125

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

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
expand
 
D4126

If you had a financial emergency, could you withdraw all the money from this account?

IF YOU HAD A FINANCIAL EMERGENCY, COULD YOU WITHDRAW ALL THE MONEY FROM THIS ACCOUNT?
expand
 
D4128

~IF 4046(3) Let's talk about the third IRA account. ~Else Let's talk about all the other IRA accounts.

~IF 4046(3) LET'S TALK ABOUT THE THIRD IRA ACCOUNT. ~ELSE LET'S TALK ABOUT ALL THE OTHER IRA ACCOUNTS.
 
D4129

Altogether, about how much is in (that IRA account/these other IRA accounts) at the present time? DO NOT PROBE DK AMOUNT:

ALTOGETHER, ABOUT HOW MUCH IS IN (THAT IRA ACCOUNT/THESE OTHER IRA ACCOUNTS) AT THE PRESENT TIME? DO NOT PROBE DK AMOUNT:
 
D4133

~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?

~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?
expand
 
D4135

~IF WAVE 1 IRA NONE OR MEDIUM $5,000 or more? ~Else WAVE 1 IRA HIGH $20,000 or more?

~IF WAVE 1 IRA NONE OR MEDIUM $5,000 OR MORE? ~ELSE WAVE 1 IRA HIGH $20,000 OR MORE?
expand
 
D4136

$5,000 or more?

$5,000 OR MORE?
expand
 
D4137

~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?

~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?
expand
 
D4139

~IF WAVE 1 IRA NONE OR MEDIUM $1,000,000 or more? ~Else WAVE 1 IRA LOW $200,000 or more?

~IF WAVE 1 IRA NONE OR MEDIUM $1,000,000 OR MORE? ~ELSE WAVE 1 IRA LOW $200,000 OR MORE?
expand
 
D4140

$1,000,000 or more?

$1,000,000 OR MORE?
expand
 
D4143

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?

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?
expand
 
If R MARITAL STATUS NOT (DIVORCED/SEPARATED or WIDOWED or NEVER MARRIED) »
 
   
 
D4144

Was that your IRA or your (Husband/Wife/Partner's)?

WAS THAT YOUR IRA OR YOUR (HUSBAND/WIFE/PARTNER'S)?
expand
   
D4145M1

Did you withdraw funds from these accounts, convert them to annuities, or what?

DID YOU WITHDRAW FUNDS FROM THESE ACCOUNTS, CONVERT THEM TO ANNUITIES, OR WHAT?
expand
 
If Did you withdraw funds from these accounts, convert them to annuities, or what? = 1 »
 
   
 
D4147

About how much money was withdrawn? AMOUNT:

ABOUT HOW MUCH MONEY WAS WITHDRAWN? AMOUNT:
   
D4148

About how much money was involved that was not withdrawn or converted? AMOUNT:

ABOUT HOW MUCH MONEY WAS INVOLVED THAT WAS NOT WITHDRAWN OR CONVERTED? AMOUNT:
 
D4149M1

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?

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?
expand
 
D4150

About how much do you receive from this annuity? AMOUNT: PER:

ABOUT HOW MUCH DO YOU RECEIVE FROM THIS ANNUITY? AMOUNT: PER:
expand
 
D4151

Are federal income taxes withheld on these payments?

ARE FEDERAL INCOME TAXES WITHHELD ON THESE PAYMENTS?
expand
 
D4156

Are federal income taxes withheld on these payments?

ARE FEDERAL INCOME TAXES WITHHELD ON THESE PAYMENTS?
expand
 
D4157

In what month and year did you (or your Husband/Wife/Partner) start to receive that annuity? MONTH YEAR

IN WHAT MONTH AND YEAR DID YOU (OR YOUR HUSBAND/WIFE/PARTNER) START TO RECEIVE THAT ANNUITY? MONTH YEAR
 
D4159

For how long will these payments continue? UNTIL YEAR: UNTIL AGE: FOR #YEARS:

FOR HOW LONG WILL THESE PAYMENTS CONTINUE? UNTIL YEAR: UNTIL AGE: FOR #YEARS:
expand
 
D4160

HOW LONG IRA INC,AGE

HOW LONG IRA INC,AGE
 
D4161

HOW LONG IRA INC,#YRS

HOW LONG IRA INC,#YRS
expand
 
D4162

HOW LONG IRA INC,VAR

HOW LONG IRA INC,VAR
expand
 
D4164

Will (your spouse/you) continue to receive these payments after (you die/your spouse dies)?

WILL (YOUR SPOUSE/YOU) CONTINUE TO RECEIVE THESE PAYMENTS AFTER (YOU DIE/YOUR SPOUSE DIES)?
expand
 
D4191

Are you (or your Husband/Wife/Partner) currently receiving any income from retirement pensions? DO NOT INCLUDE ANY LUMP-SUM PENSION PAYMENTS.

ARE YOU (OR YOUR HUSBAND/WIFE/PARTNER) CURRENTLY RECEIVING ANY INCOME FROM RETIREMENT PENSIONS? DO NOT INCLUDE ANY LUMP-SUM PENSION PAYMENTS.
expand
 
D4192

Who receives that?

WHO RECEIVES THAT?
expand
 
If Who receives that? != (DK or RF) »
 
   
 
D4193

~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?

~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?
expand
   
 
D4194

How many retirement pensions do you receive? # OF PENSIONS:

HOW MANY RETIREMENT PENSIONS DO YOU RECEIVE? # OF PENSIONS:
   
 
D4196

Tell me about the largest pension that you currently receive.

TELL ME ABOUT THE LARGEST PENSION THAT YOU CURRENTLY RECEIVE.
   
 
D4198

How much did you receive last month from that pension? AMOUNT:

HOW MUCH DID YOU RECEIVE LAST MONTH FROM THAT PENSION? AMOUNT:
   
 
D4199

Were any federal income taxes withheld on that?

WERE ANY FEDERAL INCOME TAXES WITHHELD ON THAT?
expand
   
 
D4200

In what year did you first begin to receive that pension? YEAR:

IN WHAT YEAR DID YOU FIRST BEGIN TO RECEIVE THAT PENSION? YEAR:
   
 
If In what year did you first begin to receive that pension? YEAR: >= 1993 and NOT (DK or RF) »
 
     
   
D4201

And what month was that?

AND WHAT MONTH WAS THAT?
     
   
D4202

Is the pension payment automatically adjusted for changes in the cost of living?

IS THE PENSION PAYMENT AUTOMATICALLY ADJUSTED FOR CHANGES IN THE COST OF LIVING?
expand
     
   
D4203

Will this payment continue for as long as you live?

WILL THIS PAYMENT CONTINUE FOR AS LONG AS YOU LIVE?
expand
     
   
D4204

For how many years will it continue? # OF YEARS:

FOR HOW MANY YEARS WILL IT CONTINUE? # OF YEARS:
     
   
If NOT (R MARITAL STATUS DIVORCED/SEPARATED or WIDOWED or NEVER MARRIED)
 
       
     
D4205

If you were to die before your (Husband/Wife/Partner), would the payment stop, continue unchanged, or continue at a reduced level?

IF YOU WERE TO DIE BEFORE YOUR (HUSBAND/WIFE/PARTNER), WOULD THE PAYMENT STOP, CONTINUE UNCHANGED, OR CONTINUE AT A REDUCED LEVEL?
expand
       
   
If ~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? = 1 »
 
       
     
D4213

How much did you receive last month from your second largest pension? AMOUNT:

HOW MUCH DID YOU RECEIVE LAST MONTH FROM YOUR SECOND LARGEST PENSION? AMOUNT:
       
     
D4214

Were any federal income taxes withheld on that pension?

WERE ANY FEDERAL INCOME TAXES WITHHELD ON THAT PENSION?
expand
       
     
D4215

In what year did you start to receive that pension? YEAR:

IN WHAT YEAR DID YOU START TO RECEIVE THAT PENSION? YEAR:
       
     
If In what year did you start to receive that pension? YEAR: > 1993 and NOT (DK or RF) »
 
         
       
D4216

And what month was that? MONTH:

AND WHAT MONTH WAS THAT? MONTH:
         
     
D4217

Is the pension payment automatically adjusted for changes in the cost of living?

IS THE PENSION PAYMENT AUTOMATICALLY ADJUSTED FOR CHANGES IN THE COST OF LIVING?
expand
       
     
D4218

Will this payment continue for as long as you live?

WILL THIS PAYMENT CONTINUE FOR AS LONG AS YOU LIVE?
expand
       
     
D4219

For how many years will it continue? # OF YEARS:

FOR HOW MANY YEARS WILL IT CONTINUE? # OF YEARS:
       
     
D4220

If you were to die before your (Husband/Wife/Partner), would the payment stop, continue unchanged, or continue at a reduced level?

IF YOU WERE TO DIE BEFORE YOUR (HUSBAND/WIFE/PARTNER), WOULD THE PAYMENT STOP, CONTINUE UNCHANGED, OR CONTINUE AT A REDUCED LEVEL?
expand
       
   
D4221

~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:

~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

Were any federal income taxes withheld (on these)?

WERE ANY FEDERAL INCOME TAXES WITHHELD (ON THESE)?
expand
     
   
If Who receives that? = 2 or 3 »
 
       
     
D4193

~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?

~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?
expand
       
     
D4194

How many retirement pensions do you receive? # OF PENSIONS:

HOW MANY RETIREMENT PENSIONS DO YOU RECEIVE? # OF PENSIONS:
       
     
D4198

How much did you receive last month from that pension? AMOUNT:

HOW MUCH DID YOU RECEIVE LAST MONTH FROM THAT PENSION? AMOUNT:
       
     
D4199

Were any federal income taxes withheld on that?

WERE ANY FEDERAL INCOME TAXES WITHHELD ON THAT?
expand
       
     
D4200

In what year did you first begin to receive that pension? YEAR:

IN WHAT YEAR DID YOU FIRST BEGIN TO RECEIVE THAT PENSION? YEAR:
       
     
D4201

And what month was that?

AND WHAT MONTH WAS THAT?
       
     
D4203

Will this payment continue for as long as you live?

WILL THIS PAYMENT CONTINUE FOR AS LONG AS YOU LIVE?
expand
       
     
D4204

For how many years will it continue? # OF YEARS:

FOR HOW MANY YEARS WILL IT CONTINUE? # OF YEARS:
       
     
D4205

If you were to die before your (Husband/Wife/Partner), would the payment stop, continue unchanged, or continue at a reduced level?

IF YOU WERE TO DIE BEFORE YOUR (HUSBAND/WIFE/PARTNER), WOULD THE PAYMENT STOP, CONTINUE UNCHANGED, OR CONTINUE AT A REDUCED LEVEL?
expand
       
     
D4213

How much did you receive last month from your second largest pension? AMOUNT:

HOW MUCH DID YOU RECEIVE LAST MONTH FROM YOUR SECOND LARGEST PENSION? AMOUNT:
       
     
D4214

Were any federal income taxes withheld on that pension?

WERE ANY FEDERAL INCOME TAXES WITHHELD ON THAT PENSION?
expand
       
     
D4215

In what year did you start to receive that pension? YEAR:

IN WHAT YEAR DID YOU START TO RECEIVE THAT PENSION? YEAR:
       
     
D4216

And what month was that? MONTH:

AND WHAT MONTH WAS THAT? MONTH:
       
     
D4217

Is the pension payment automatically adjusted for changes in the cost of living?

IS THE PENSION PAYMENT AUTOMATICALLY ADJUSTED FOR CHANGES IN THE COST OF LIVING?
expand
       
     
D4218

Will this payment continue for as long as you live?

WILL THIS PAYMENT CONTINUE FOR AS LONG AS YOU LIVE?
expand
       
     
D4219

For how many years will it continue? # OF YEARS:

FOR HOW MANY YEARS WILL IT CONTINUE? # OF YEARS:
       
     
D4220

If you were to die before your (Husband/Wife/Partner), would the payment stop, continue unchanged, or continue at a reduced level?

IF YOU WERE TO DIE BEFORE YOUR (HUSBAND/WIFE/PARTNER), WOULD THE PAYMENT STOP, CONTINUE UNCHANGED, OR CONTINUE AT A REDUCED LEVEL?
expand
       
     
D4221

~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:

~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

Were any federal income taxes withheld (on these)?

WERE ANY FEDERAL INCOME TAXES WITHHELD (ON THESE)?
expand
       
 
If Who receives that? = 2 or 3 »
 
     
   
D4226

Now let me ask about the retirement pensions received by your (Husband/Wife/Partner). Does (she/he) currently receive more than one such pension?

NOW LET ME ASK ABOUT THE RETIREMENT PENSIONS RECEIVED BY YOUR (HUSBAND/WIFE/PARTNER). DOES (SHE/HE) CURRENTLY RECEIVE MORE THAN ONE SUCH PENSION?
expand
     
   
D4227

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.

HOW MANY SUCH PENSIONS DOES YOUR (HUSBAND/WIFE/PARTNER) RECEIVE? # OF PENSIONS:
     
   
D4228

Tell me about the largest retirement pension your (husband/wife/partner) receives.

TELL ME ABOUT THE LARGEST RETIREMENT PENSION YOUR (HUSBAND/WIFE/PARTNER) RECEIVES.
     
   
D4229

How much did your (Husband/Wife/Partner) receive last month from that pension? AMOUNT:

HOW MUCH DID YOUR (HUSBAND/WIFE/PARTNER) RECEIVE LAST MONTH FROM THAT PENSION? AMOUNT:
     
   
D4230

Were any federal income taxes withheld on that?

WERE ANY FEDERAL INCOME TAXES WITHHELD ON THAT?
expand
     
   
D4231

In what year did (she/he) start to receive that pension? YEAR:

IN WHAT YEAR DID (SHE/HE) START TO RECEIVE THAT PENSION? YEAR:
     
   
If D4231 >=1993 and NOT (DK or RF) »
 
       
     
D4232

And what month was that? MONTH:

AND WHAT MONTH WAS THAT? MONTH:
       
   
D4233

Is the pension payment automatically adjusted for changes in the cost of living?

IS THE PENSION PAYMENT AUTOMATICALLY ADJUSTED FOR CHANGES IN THE COST OF LIVING?
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D4234

Will this payment continue for as long as (she/he) lives?

WILL THIS PAYMENT CONTINUE FOR AS LONG AS (SHE/HE) LIVES?
expand
     
   
D4235

For how many years will it contin? # OF YEARS:

FOR HOW MANY YEARS WILL IT CONTIN? # OF YEARS:
     
   
D4236

If (she/he) were to die before you, would the payment stop, continue unchanged, or continue at a reduced level?

IF (SHE/HE) WERE TO DIE BEFORE YOU, WOULD THE PAYMENT STOP, CONTINUE UNCHANGED, OR CONTINUE AT A REDUCED LEVEL?
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D4238

And how much did (she/he) receive last month from the second (largest) retirement pension?

AND HOW MUCH DID (SHE/HE) RECEIVE LAST MONTH FROM THE SECOND (LARGEST) RETIREMENT PENSION?
     
   
D4245

Were any federal income taxes withheld on that?

WERE ANY FEDERAL INCOME TAXES WITHHELD ON THAT?
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D4246

In what year did (she/he) start to receive that pension? YEAR:

IN WHAT YEAR DID (SHE/HE) START TO RECEIVE THAT PENSION? YEAR:
     
   
If D4246 >=1993 and NOT(DK or RF) »
 
       
     
D4247

And what month was that? MONTH:

AND WHAT MONTH WAS THAT? MONTH:
       
   
D4248

Is the pension payment automatically adjusted for changes in the cost of living?

IS THE PENSION PAYMENT AUTOMATICALLY ADJUSTED FOR CHANGES IN THE COST OF LIVING?
expand
     
   
D4249

Will this payment continue for as long as (she/he) lives?

WILL THIS PAYMENT CONTINUE FOR AS LONG AS (SHE/HE) LIVES?
expand
     
   
D4250

For how many years will it continue? # OF YEARS:

FOR HOW MANY YEARS WILL IT CONTINUE? # OF YEARS:
     
   
D4251

If (she/he) were to die before you, would the payment stop, continue unchanged, or continue at a reduced level?

IF (SHE/HE) WERE TO DIE BEFORE YOU, WOULD THE PAYMENT STOP, CONTINUE UNCHANGED, OR CONTINUE AT A REDUCED LEVEL?
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If NOT D4227 = 2 »
 
       
     
D4253

~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:

~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

Were any federal income taxes withheld (on these)?

WERE ANY FEDERAL INCOME TAXES WITHHELD (ON THESE)?
expand
       
     
D4255

Overall, about how much did you (and your Husband/Wife/Partner) receive last month from retirement pensions (not including Social Security)? AMOUNT:

OVERALL, ABOUT HOW MUCH DID YOU (AND YOUR HUSBAND/WIFE/PARTNER) RECEIVE LAST MONTH FROM RETIREMENT PENSIONS (NOT INCLUDING SOCIAL SECURITY)? AMOUNT:
       
     
D4253

~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:

~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

Were any federal income taxes withheld (on these)?

WERE ANY FEDERAL INCOME TAXES WITHHELD (ON THESE)?
expand
       
     
If 4192 was answered Don't know or RF »
 
         
       
D4255

Overall, about how much did you (and your Husband/Wife/Partner) receive last month from retirement pensions (not including Social Security)? AMOUNT:

OVERALL, ABOUT HOW MUCH DID YOU (AND YOUR HUSBAND/WIFE/PARTNER) RECEIVE LAST MONTH FROM RETIREMENT PENSIONS (NOT INCLUDING SOCIAL SECURITY)? AMOUNT:
         
 
D4259
   
 
D4266

Aside from anything you have already told me about, are you (or your Husband/Wife/Partner) currently receiving any income from annuities?

ASIDE FROM ANYTHING YOU HAVE ALREADY TOLD ME ABOUT, ARE YOU (OR YOUR HUSBAND/WIFE/PARTNER) CURRENTLY RECEIVING ANY INCOME FROM ANNUITIES?
expand
   
 
If NOT (R MARITAL STATUS DIVORCED/SEPARATED or WIDOWED or NEVER MARRIED)
 
     
   
D4267

Who receives that?

WHO RECEIVES THAT?
expand
     
 
If Who receives that? !was answered Don't know or RF »
 
     
   
D4268

~IF 4267(3) Do you yourself receive income from more than one annuity? ~Else Do you receive income from more than one annuity?

~IF 4267(3) DO YOU YOURSELF RECEIVE INCOME FROM MORE THAN ONE ANNUITY? ~ELSE DO YOU RECEIVE INCOME FROM MORE THAN ONE ANNUITY?
expand
     
   
D4269

How many annuities do you receive? # OF ANNUITIES:

HOW MANY ANNUITIES DO YOU RECEIVE? # OF ANNUITIES:
     
   
D4270

Tell me about the largest annuity that you currently receive.

TELL ME ABOUT THE LARGEST ANNUITY THAT YOU CURRENTLY RECEIVE.
     
   
D4271

How much did you receive last month from that annuity? AMOUNT:

HOW MUCH DID YOU RECEIVE LAST MONTH FROM THAT ANNUITY? AMOUNT:
     
   
D4272

Were any federal income taxes withheld on that?

WERE ANY FEDERAL INCOME TAXES WITHHELD ON THAT?
expand
     
   
D4273

In what year did you start to receive that annuity?

IN WHAT YEAR DID YOU START TO RECEIVE THAT ANNUITY?
     
   
If D4273 NOT (<1993 or DK or RF) »
 
       
     
D4274

And what month was that? MONTH:

AND WHAT MONTH WAS THAT? MONTH:
       
   
D4275

Is the annuity payment automatically adjusted for changes in the cost of living?

IS THE ANNUITY PAYMENT AUTOMATICALLY ADJUSTED FOR CHANGES IN THE COST OF LIVING?
expand
     
   
D4276

Will this payment continue for as long as you live?

WILL THIS PAYMENT CONTINUE FOR AS LONG AS YOU LIVE?
expand
     
   
D4277

For how many years will it continue? # OF YEARS:

FOR HOW MANY YEARS WILL IT CONTINUE? # OF YEARS:
     
   
D4278

If you were to die before your (Husband/Wife/Partner), would the payment stop, continue unchanged, or continue at a reduced level?

IF YOU WERE TO DIE BEFORE YOUR (HUSBAND/WIFE/PARTNER), WOULD THE PAYMENT STOP, CONTINUE UNCHANGED, OR CONTINUE AT A REDUCED LEVEL?
expand
     
   
D4285

How much did you receive last month from your second (largest) annuity? AMOUNT:

HOW MUCH DID YOU RECEIVE LAST MONTH FROM YOUR SECOND (LARGEST) ANNUITY? AMOUNT:
     
   
D4287

Were any federal income taxes withheld on that annuity?

WERE ANY FEDERAL INCOME TAXES WITHHELD ON THAT ANNUITY?
expand
     
   
D4288

In what year did you start to receive that annuity?

IN WHAT YEAR DID YOU START TO RECEIVE THAT ANNUITY?
     
   
If D4288 NOT (<1993 or DK or RF) »
 
       
     
D4289

And what month was that? MONTH:

AND WHAT MONTH WAS THAT? MONTH:
       
   
D4290

Is the annuity payment automatically adjusted for changes in the cost of living?

IS THE ANNUITY PAYMENT AUTOMATICALLY ADJUSTED FOR CHANGES IN THE COST OF LIVING?
expand
     
   
D4291

Will this payment continue for as long as you live?

WILL THIS PAYMENT CONTINUE FOR AS LONG AS YOU LIVE?
expand
     
   
D4292

For how many years will it continue? # OF YEARS:

FOR HOW MANY YEARS WILL IT CONTINUE? # OF YEARS:
     
   
D4293

If you were to die before your (Husband/Wife/Partner), would the payment stop, continue unchanged, or continue at a reduced level?

IF YOU WERE TO DIE BEFORE YOUR (HUSBAND/WIFE/PARTNER), WOULD THE PAYMENT STOP, CONTINUE UNCHANGED, OR CONTINUE AT A REDUCED LEVEL?
expand
     
   
D4294

~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:

~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

Were any federal income taxes withheld (on these)?

WERE ANY FEDERAL INCOME TAXES WITHHELD (ON THESE)?
expand
     
   
D4299

Now let me ask about the annuities received by your (Husband/Wife/Partner). Does (she/he) currently receive more than one such annuity?

NOW LET ME ASK ABOUT THE ANNUITIES RECEIVED BY YOUR (HUSBAND/WIFE/PARTNER). DOES (SHE/HE) CURRENTLY RECEIVE MORE THAN ONE SUCH ANNUITY?
expand
     
   
D4300

How many such annuities does your (Husband/Wife/Partner) receive? # OF ANNUITIES:

HOW MANY SUCH ANNUITIES DOES YOUR (HUSBAND/WIFE/PARTNER) RECEIVE? # OF ANNUITIES:
     
   
D4301

Tell me about the largest annuity your (Husband/Wife/Partner) receives.

TELL ME ABOUT THE LARGEST ANNUITY YOUR (HUSBAND/WIFE/PARTNER) RECEIVES.
     
   
D4302

How much did your (Husband/Wife/Partner) receive last month from that annuity? AMOUNT:

HOW MUCH DID YOUR (HUSBAND/WIFE/PARTNER) RECEIVE LAST MONTH FROM THAT ANNUITY? AMOUNT:
     
   
D4303

Were any federal income taxes withheld on that?

WERE ANY FEDERAL INCOME TAXES WITHHELD ON THAT?
expand
     
   
D4304

In what year did (she/he) start to receive that annuity? YEAR:

IN WHAT YEAR DID (SHE/HE) START TO RECEIVE THAT ANNUITY? YEAR:
     
   
If D4304 NOT (<1993 or DK or RF) »
 
       
     
D4305

And what month was that?

AND WHAT MONTH WAS THAT?
       
   
D4306

Is the annuity payment automatically adjusted for changes in the cost of living?

IS THE ANNUITY PAYMENT AUTOMATICALLY ADJUSTED FOR CHANGES IN THE COST OF LIVING?
expand
     
   
D4307

Will this payment continue for as long as (she/he) lives?

WILL THIS PAYMENT CONTINUE FOR AS LONG AS (SHE/HE) LIVES?
expand
     
   
D4308

For how many years will it continue? # OF YEARS:

FOR HOW MANY YEARS WILL IT CONTINUE? # OF YEARS:
     
   
D4309

If (she/he) were to die before you, would the payment stop, continue unchanged, or continue at a reduced level?

IF (SHE/HE) WERE TO DIE BEFORE YOU, WOULD THE PAYMENT STOP, CONTINUE UNCHANGED, OR CONTINUE AT A REDUCED LEVEL?
expand
     
   
D4315

And how much did (she/he) receive last month from the second largest annuity? AMOUNT:

AND HOW MUCH DID (SHE/HE) RECEIVE LAST MONTH FROM THE SECOND LARGEST ANNUITY? AMOUNT:
     
   
D4317

Were any federal income taxes withheld on that?

WERE ANY FEDERAL INCOME TAXES WITHHELD ON THAT?
expand