G. Employment Status

G. Employment Status of AHEAD 1995

Start of G. Employment Status
 
D2626M1

Now I'm going to ask you some questions about your current employment situation. Are you working now, temporarily laid off, unemployed and looking for work, disabled and unable to work, retired, a homemaker, or what? DO NOT PROBE BUT ENTER ALL THAT APPLY.

NOW I'M GOING TO ASK YOU SOME QUESTIONS ABOUT YOUR CURRENT EMPLOYMENT SITUATION. ARE YOU WORKING NOW, TEMPORARILY LAID OFF, UNEMPLOYED AND LOOKING FOR WORK, DISABLED AND UNABLE TO WORK, RETIRED, A HOMEMAKER, OR WHAT? DO NOT PROBE BUT ENTER ALL THAT APPLY.
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D2627

In what month and year did you become unemployed? MONTHS ENTERED MUST BE BEFORE OR ON (CURRENT MONTH TEXT), (CURRENT YEAR) MONTH: YEAR:

IN WHAT MONTH AND YEAR DID YOU BECOME UNEMPLOYED? MONTHS ENTERED MUST BE BEFORE OR ON (CURRENT MONTH TEXT), (CURRENT YEAR) MONTH: YEAR:
 
If CURRENT JOB STATUS = ( TEMPORARILY LAID OFF, ON SICK LEAVE or OTHER LEAVE) »
 
   
 
D2632

Do you expect to go back to this job?

DO YOU EXPECT TO GO BACK TO THIS JOB?
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D2633

In what month and year did you last work on this job? MONTHS ENTERED MUST BE BEFORE OR ON (CURRENT MONTH TEXT), (CURRENT YEAR) MONTH: YEAR:

IN WHAT MONTH AND YEAR DID YOU LAST WORK ON THIS JOB? MONTHS ENTERED MUST BE BEFORE OR ON (CURRENT MONTH TEXT), (CURRENT YEAR) MONTH: YEAR:
   
If CURRENT JOB STATUS = DISABLED »
 
   
 
D2638

In what month and year did you become disabled? MONTHS ENTERED MUST BE BEFORE OR ON (CURRENT MONTH TEXT), (CURRENT YEAR) MONTH: YEAR: IWER: DO NOT PROBE FOR MONTH; ACCEPT DK

IN WHAT MONTH AND YEAR DID YOU BECOME DISABLED? MONTHS ENTERED MUST BE BEFORE OR ON (CURRENT MONTH TEXT), (CURRENT YEAR) MONTH: YEAR: IWER: DO NOT PROBE FOR MONTH; ACCEPT DK
   
D2643

In what year did you retire? YEAR:

IN WHAT YEAR DID YOU RETIRE? YEAR:
 
D2644

IF LESS THAN 2 YEARS ASK: And what month was that? MONTH:

IF LESS THAN 2 YEARS ASK: AND WHAT MONTH WAS THAT? MONTH:
 
If CURRENT JOB STAATUS = (WORKING NOW or TEMPORARILY LAID OFF, ON SICK LEAVE or OTHER LEAVE) »
 
   
 
D2650

The next questions are about the job you expect to go back to.

THE NEXT QUESTIONS ARE ABOUT THE JOB YOU EXPECT TO GO BACK TO.
   
If CURRENT JOB STATUS NOT WORKING NOW »
 
   
 
D2651

Are you doing any work for pay at the present time?

ARE YOU DOING ANY WORK FOR PAY AT THE PRESENT TIME?
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D2652

(Since Wave 1 date/In the last two years) have you done any work for pay?

(SINCE WAVE 1 DATE/IN THE LAST TWO YEARS) HAVE YOU DONE ANY WORK FOR PAY?
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D2653

~IF CURRENT JOB STATUS(NOT TEMPORARILY LAID OFF, ON SICK OR OTHER LEAVE) Next are some questions about your current, main job. Do you work for someone else, are you self-employed, or what? IF R SAYS, "I RUN MY OWN BUSINESS" ENTER "SELF-EMPLOYED".

~IF CURRENT JOB STATUS(NOT TEMPORARILY LAID OFF, ON SICK OR OTHER LEAVE) NEXT ARE SOME QUESTIONS ABOUT YOUR CURRENT, MAIN JOB. DO YOU WORK FOR SOMEONE ELSE, ARE YOU SELF-EMPLOYED, OR WHAT? IF R SAYS, "I RUN MY OWN BUSINESS" ENTER "SELF-EMPLOYED".
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D2654

According to our records, in (Wave 1 date) you were self-employed. In what month and year did you stop working for yourself? MONTHS ENTERED MUST BE BETWEEN (WAVE 1 INTERVIEW MONTH), (WAVE 1 INTERVIEW YEAR) AND (CURRENT MONTH TEXT), (CURRENT YEAR) MONTH: YEAR:

ACCORDING TO OUR RECORDS, IN (WAVE 1 DATE) YOU WERE SELF-EMPLOYED. IN WHAT MONTH AND YEAR DID YOU STOP WORKING FOR YOURSELF? MONTHS ENTERED MUST BE BETWEEN (WAVE 1 INTERVIEW MONTH), (WAVE 1 INTERVIEW YEAR) AND (CURRENT MONTH TEXT), (CURRENT YEAR) MONTH: YEAR:
 
If According to our records, in (Wave 1 date) you were self-employed. In what month and year did you stop working for yourself? MONTHS ENTERED MUST BE BETWEEN (WAVE 1 INTERVIEW MONTH), (WAVE 1 INTERVIEW YEAR) AND (CURRENT MONTH TEXT), (CURRENT YEAR) MONTH: YEAR: != (DK or RF) and D2655 != (DK or RF) and D2657 (>= 2) »
 
   
 
If According to our records, in (Wave 1 date) you were self-employed. In what month and year did you stop working for yourself? MONTHS ENTERED MUST BE BETWEEN (WAVE 1 INTERVIEW MONTH), (WAVE 1 INTERVIEW YEAR) AND (CURRENT MONTH TEXT), (CURRENT YEAR) MONTH: YEAR: = 96 »
 
     
   
D2659

Were there any months since (Wave 1 date) when you were not working for pay?

WERE THERE ANY MONTHS SINCE (WAVE 1 DATE) WHEN YOU WERE NOT WORKING FOR PAY?
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D2660M1

Which months were those?

WHICH MONTHS WERE THOSE?
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If D2660M1 NOT ANSWERED »
 
     
   
D2662

Were you paid a regular salary or wages?

WERE YOU PAID A REGULAR SALARY OR WAGES?
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D2663

How much were you paid before taxes and other deductions? IF PER HOUR BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE. PROBE IF NECESSARY: Was that per hour, week, month, or year? AMOUNT: PER:

HOW MUCH WERE YOU PAID BEFORE TAXES AND OTHER DEDUCTIONS? IF PER HOUR BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE. PROBE IF NECESSARY: WAS THAT PER HOUR, WEEK, MONTH, OR YEAR? AMOUNT: PER:
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D2675

Did you receive some or all of the net earnings or profits?

DID YOU RECEIVE SOME OR ALL OF THE NET EARNINGS OR PROFITS?
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D2676

(In addition to your regular salary,) How much did you receive from net earnings or profits? IF R HAS TROUBLE GIVING DOLLAR FIGURE, ASK: What did you earn the last year you worked? IF PER HOUR BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE PROBE IF NECESSARY: Was that per hour, week, month, or year? AMOUNT: PER:

(IN ADDITION TO YOUR REGULAR SALARY,) HOW MUCH DID YOU RECEIVE FROM NET EARNINGS OR PROFITS? IF R HAS TROUBLE GIVING DOLLAR FIGURE, ASK: WHAT DID YOU EARN THE LAST YEAR YOU WORKED? IF PER HOUR BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE PROBE IF NECESSARY: WAS THAT PER HOUR, WEEK, MONTH, OR YEAR? AMOUNT: PER:
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D2677

S-E ERNG/PROFIT AMOUNT

S-E ERNG/PROFIT AMOUNT
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D2680M1

Why did you stop working at that business? DO NOT PROBE BUT ENTER ALL THAT APPLY:

WHY DID YOU STOP WORKING AT THAT BUSINESS? DO NOT PROBE BUT ENTER ALL THAT APPLY:
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D2681

Were there any months between (Wave 1 date) and (2654) (2655) when you did not work?

WERE THERE ANY MONTHS BETWEEN (WAVE 1 DATE) AND (2654) (2655) WHEN YOU DID NOT WORK?
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D2682M1

Which months were those? MONTHS ENTERED MUST BE BETWEEN (WAVE 1 INTERVIEW MONTH), (WAVE 1 INTERVIEW YEAR) AND (MONTH STOPPED SELF-EMPLOY), (YEAR STOPPED SELF-EMPLOY) ENTER ALL THAT APPLY.

WHICH MONTHS WERE THOSE? MONTHS ENTERED MUST BE BETWEEN (WAVE 1 INTERVIEW MONTH), (WAVE 1 INTERVIEW YEAR) AND (MONTH STOPPED SELF-EMPLOY), (YEAR STOPPED SELF-EMPLOY) ENTER ALL THAT APPLY.
     
   
If HRS PER YEAR > 520 »
 
       
     
D2684

Aside from IRA or Keogh plans, were you included in any pension or retirement plans, or any tax-deferred savings plans through your business?

ASIDE FROM IRA OR KEOGH PLANS, WERE YOU INCLUDED IN ANY PENSION OR RETIREMENT PLANS, OR ANY TAX-DEFERRED SAVINGS PLANS THROUGH YOUR BUSINESS?
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D2685

I would like to know what type of plan that was. In some retirement plans, Type A, benefits are usually based on a formula involving age, years of service, and salary. In other plans, Type B, money is accumulated in an account for you. Was your plan Type A or Type B?

I WOULD LIKE TO KNOW WHAT TYPE OF PLAN THAT WAS. IN SOME RETIREMENT PLANS, TYPE A, BENEFITS ARE USUALLY BASED ON A FORMULA INVOLVING AGE, YEARS OF SERVICE, AND SALARY. IN OTHER PLANS, TYPE B, MONEY IS ACCUMULATED IN AN ACCOUNT FOR YOU. WAS YOUR PLAN TYPE A OR TYPE B?
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D2686

How much money was left in your account when you stopped working for yourself? AMOUNT:

HOW MUCH MONEY WAS LEFT IN YOUR ACCOUNT WHEN YOU STOPPED WORKING FOR YOURSELF? AMOUNT:
       
     
D2697

In what month and year did you start to receive these benefits? MONTHS ENTERED MUST BE BETWEEN (WAVE 1 INTERVIEW MONTH), (WAVE 1 INTERVIEW YEAR) AND (CURRENT MONTH TEXT), (CURRENT YEAR) MONTH: YEAR:

IN WHAT MONTH AND YEAR DID YOU START TO RECEIVE THESE BENEFITS? MONTHS ENTERED MUST BE BETWEEN (WAVE 1 INTERVIEW MONTH), (WAVE 1 INTERVIEW YEAR) AND (CURRENT MONTH TEXT), (CURRENT YEAR) MONTH: YEAR:
       
     
D2702

How much are the benefits per month or year? PROBE IF NECESSARY: Was that per month or year? AMOUNT: PER: (2703)

HOW MUCH ARE THE BENEFITS PER MONTH OR YEAR? PROBE IF NECESSARY: WAS THAT PER MONTH OR YEAR? AMOUNT: PER: (2703)
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D2703

AMOUNT PENSION PER

AMOUNT PENSION PER
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D2705

Are the benefits adjusted for changes in the cost of living?

ARE THE BENEFITS ADJUSTED FOR CHANGES IN THE COST OF LIVING?
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D2706

Have they ever been adjusted for changes in the cost of living?

HAVE THEY EVER BEEN ADJUSTED FOR CHANGES IN THE COST OF LIVING?
expand
       
     
If Do you expect to receive benefits from this plan in the future, are you receiving benefits now, did you get a cash settlement when you left, did you lose your benefits, or what? DO NOT PROBE BUT ENTER ALL THAT APPLY. = 3 RECEIVED CASH SETTLEMENT »
 
         
       
D2707

(RECEIVED CASH SETTLEMENT) How much did that amount to? AMOUNT:

(RECEIVED CASH SETTLEMENT) HOW MUCH DID THAT AMOUNT TO? AMOUNT:
         
       
D2708M1

What did you do with the money?

WHAT DID YOU DO WITH THE MONEY?
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D2709

(ROLLED OVER INTO IRA) How much did that amount to? AMOUNT:

(ROLLED OVER INTO IRA) HOW MUCH DID THAT AMOUNT TO? AMOUNT:
       
     
D2720

How many years altogether were you included in this plan? INCLUDE YEARS WITH OTHER EMPLOYERS IF SAME PLAN.

HOW MANY YEARS ALTOGETHER WERE YOU INCLUDED IN THIS PLAN? INCLUDE YEARS WITH OTHER EMPLOYERS IF SAME PLAN.
       
     
D2721

At what age do you expect to start receiving (the rest of your) benefits from this plan?

AT WHAT AGE DO YOU EXPECT TO START RECEIVING (THE REST OF YOUR) BENEFITS FROM THIS PLAN?
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D2722

About how much do you expect these benefits to be? (As a proportion of your pay when you left that job, or as an amount per month or year when you start receiving them?)

ABOUT HOW MUCH DO YOU EXPECT THESE BENEFITS TO BE? (AS A PROPORTION OF YOUR PAY WHEN YOU LEFT THAT JOB, OR AS AN AMOUNT PER MONTH OR YEAR WHEN YOU START RECEIVING THEM?)
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D2723

ENTER THE PERCENT OF FINAL PAY AT RETIREMENT. 1-100 PERCENT PERCENT:

ENTER THE PERCENT OF FINAL PAY AT RETIREMENT. 1-100 PERCENT PERCENT:
       
     
If About how much do you expect these benefits to be? (As a proportion of your pay when you left that job, or as an amount per month or year when you start receiving them?) != 1 PERCENT OF PAY »
 
         
       
D2724

PROBE IF NECESSARY: How much do you expect to receive? PROBE IF NECESSARY: Was that per month or year? AMOUNT: PER:

PROBE IF NECESSARY: HOW MUCH DO YOU EXPECT TO RECEIVE? PROBE IF NECESSARY: WAS THAT PER MONTH OR YEAR? AMOUNT: PER:
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D2725

AMOUNT EXPECTED PENS PER

AMOUNT EXPECTED PENS PER
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If About how much do you expect these benefits to be? (As a proportion of your pay when you left that job, or as an amount per month or year when you start receiving them?) != 2 AMOUNT PER MONTH/YEAR »
 
           
         
D2727

ENTER LUMP SUM AMOUNT. AMOUNT:

ENTER LUMP SUM AMOUNT. AMOUNT:
           
         
D2730

How much money was in your account when you stopped working at that business?

HOW MUCH MONEY WAS IN YOUR ACCOUNT WHEN YOU STOPPED WORKING AT THAT BUSINESS?
           
         
D2739

When you stopped working at that business, did you withdraw the money, roll it over into an IRA, leave it to accumulate in your old plan, covert it to an annuity, or what? DO NOT PROBE BUT IF MORE THAN ONE RESPONSE GIVEN CHOSE 7 (OTHER) AND RECORD ALL DETAILS.

WHEN YOU STOPPED WORKING AT THAT BUSINESS, DID YOU WITHDRAW THE MONEY, ROLL IT OVER INTO AN IRA, LEAVE IT TO ACCUMULATE IN YOUR OLD PLAN, COVERT IT TO AN ANNUITY, OR WHAT? DO NOT PROBE BUT IF MORE THAN ONE RESPONSE GIVEN CHOSE 7 (OTHER) AND RECORD ALL DETAILS.
expand
           
         
D2740

How much is in your account now? AMOUNT:

HOW MUCH IS IN YOUR ACCOUNT NOW? AMOUNT:
           
         
If When you stopped working at that business, did you withdraw the money, roll it over into an IRA, leave it to accumulate in your old plan, covert it to an annuity, or what? DO NOT PROBE BUT IF MORE THAN ONE RESPONSE GIVEN CHOSE 7 (OTHER) AND RECORD ALL DETAILS. != (2 or 3) »
 
             
           
D2741

How old were you when that annuity started?

HOW OLD WERE YOU WHEN THAT ANNUITY STARTED?
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D2742

How much are the benefits per month or year? PROBE IF NECESSARY: Was that per month or year? AMOUNT: PER:

HOW MUCH ARE THE BENEFITS PER MONTH OR YEAR? PROBE IF NECESSARY: WAS THAT PER MONTH OR YEAR? AMOUNT: PER:
expand
             
           
D2743

AMOUNT ANNUITY PER

AMOUNT ANNUITY PER
expand
             
     
D2745

What is the earliest age at which you could have stopped working at that business and begun to receive pension benefits?

WHAT IS THE EARLIEST AGE AT WHICH YOU COULD HAVE STOPPED WORKING AT THAT BUSINESS AND BEGUN TO RECEIVE PENSION BENEFITS?
expand
       
     
D2747

STILL WORKING SAME EMPLOYER

ACCORDING TO OUR RECORDS, YOU WERE EMPLOYED IN (WAVE 1 INTERVIEW MONTH-YEAR). ARE YOU STILL WORKING FOR THE SAME EMPLOYER?
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D2748

Were there any months since (Wave 1 date) when you did not work for this employer?

WERE THERE ANY MONTHS SINCE (WAVE 1 DATE) WHEN YOU DID NOT WORK FOR THIS EMPLOYER?
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D2749M20

Which months were those? MONTHS ENTERED MUST BE BETWEEN (WAVE 1 INTERVIEW MONTH), (WAVE 1 INTERVIEW YEAR) AND (MONTH STOPPED SELF-EMPLOY), (YEAR STOPPED SELF-EMPLOY) ENTER ALL THAT APPLY.

WHICH MONTHS WERE THOSE? MONTHS ENTERED MUST BE BETWEEN (WAVE 1 INTERVIEW MONTH), (WAVE 1 INTERVIEW YEAR) AND (MONTH STOPPED SELF-EMPLOY), (YEAR STOPPED SELF-EMPLOY) ENTER ALL THAT APPLY.
       
     
D2753

INDICATE JOB TITLE.

INDICATE JOB TITLE.
       
     
D2759

In what month and year did you stop working for that employer? MONTH: YEAR:

IN WHAT MONTH AND YEAR DID YOU STOP WORKING FOR THAT EMPLOYER? MONTH: YEAR:
       
     
D2760

YEAR STOPPED WORKING WAVE I EMPLO

YEAR STOPPED WORKING WAVE I EMPLO
       
     
If ENTER THE PERCENT OF FINAL PAY AT RETIREMENT. 1-100 PERCENT PERCENT: > 520 »
 
         
       
D2764

What were you earning, before deductions, when you left that employer? IF PER HOUR BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE PROBE IF NECESSARY: Was that per hour, week, month, or year? AMOUNT: PER:

WHAT WERE YOU EARNING, BEFORE DEDUCTIONS, WHEN YOU LEFT THAT EMPLOYER? IF PER HOUR BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE PROBE IF NECESSARY: WAS THAT PER HOUR, WEEK, MONTH, OR YEAR? AMOUNT: PER:
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D2765

EARNINGS BEFORE LEAVING PER

EARNINGS BEFORE LEAVING PER
expand
         
     
D2768M1

Why did you leave that employer? PROBE IF NECESSARY: Did the business close, were you laid off or let go, did you leave to take care of family members, or what?) DO NOT PROBE BUT ENTER ALL THAT APPLY.

WHY DID YOU LEAVE THAT EMPLOYER? PROBE IF NECESSARY: DID THE BUSINESS CLOSE, WERE YOU LAID OFF OR LET GO, DID YOU LEAVE TO TAKE CARE OF FAMILY MEMBERS, OR WHAT?) DO NOT PROBE BUT ENTER ALL THAT APPLY.
expand
       
     
D2769

Did your employment situation change in some way that encouraged you to leave?

DID YOUR EMPLOYMENT SITUATION CHANGE IN SOME WAY THAT ENCOURAGED YOU TO LEAVE?
expand
       
     
D2770M2

How did it change? CHECK ALL THAT APPLY

HOW DID IT CHANGE? CHECK ALL THAT APPLY
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If D2770 != 4 or D2770 = UNANSWERED »
 
         
       
If HRS PER YEAR > 520 »
 
           
         
D2771

If your employer had allowed you to work fewer hours with correspondingly less pay, would you have continued working there?

IF YOUR EMPLOYER HAD ALLOWED YOU TO WORK FEWER HOURS WITH CORRESPONDINGLY LESS PAY, WOULD YOU HAVE CONTINUED WORKING THERE?
expand
           
     
D2772

Were there any months between (Wave 1 date) and (2759) (2760) when you did not work for this employer?

WERE THERE ANY MONTHS BETWEEN (WAVE 1 DATE) AND (2759) (2760) WHEN YOU DID NOT WORK FOR THIS EMPLOYER?
expand
       
     
D2773M6

Which months were those? ENTER ALL THAT APPLY. MONTHS ENTERED MUST BE BETWEEN (WAVE 1 INTERVIEW MONTH), (WAVE 1 INTERVIEW YEAR) AND (MONTH STOPPED WORKING WAVE 1 EMPLOYER), (YEAR STOPPED WORKING WAVE 1 EMPLOYER)

WHICH MONTHS WERE THOSE? ENTER ALL THAT APPLY. MONTHS ENTERED MUST BE BETWEEN (WAVE 1 INTERVIEW MONTH), (WAVE 1 INTERVIEW YEAR) AND (MONTH STOPPED WORKING WAVE 1 EMPLOYER), (YEAR STOPPED WORKING WAVE 1 EMPLOYER)
       
     
If HRS PER YEAR > 520 »
 
         
       
D2771

If your employer had allowed you to work fewer hours with correspondingly less pay, would you have continued working there?

IF YOUR EMPLOYER HAD ALLOWED YOU TO WORK FEWER HOURS WITH CORRESPONDINGLY LESS PAY, WOULD YOU HAVE CONTINUED WORKING THERE?
expand
         
     
D2775

Were you included in a pension or retirement plan, or in any tax deferred savings plan, when you worked for that employer?

WERE YOU INCLUDED IN A PENSION OR RETIREMENT PLAN, OR IN ANY TAX DEFERRED SAVINGS PLAN, WHEN YOU WORKED FOR THAT EMPLOYER?
expand
       
     
D2776

I would like to know what type of plan this was. In some retirement plans, Type A, benefits are usually based on a formula involving age, years of service, and salary. In other plans, Type B, money is accumulated in an account for you. Was your plan Type A or Type B?

I WOULD LIKE TO KNOW WHAT TYPE OF PLAN THIS WAS. IN SOME RETIREMENT PLANS, TYPE A, BENEFITS ARE USUALLY BASED ON A FORMULA INVOLVING AGE, YEARS OF SERVICE, AND SALARY. IN OTHER PLANS, TYPE B, MONEY IS ACCUMULATED IN AN ACCOUNT FOR YOU. WAS YOUR PLAN TYPE A OR TYPE B?
expand
       
     
D2777

How much money was in your account when you left that employer? AMOUNT:

HOW MUCH MONEY WAS IN YOUR ACCOUNT WHEN YOU LEFT THAT EMPLOYER? AMOUNT:
       
     
D2778M1

Do you expect to receive benefits from this plan in the future, are you receiving benefits now, did you get a cash settlement when you left, did you lose your benefits, or what? DO NOT PROBE BUT ENTER ALL THAT APPLY.

DO YOU EXPECT TO RECEIVE BENEFITS FROM THIS PLAN IN THE FUTURE, ARE YOU RECEIVING BENEFITS NOW, DID YOU GET A CASH SETTLEMENT WHEN YOU LEFT, DID YOU LOSE YOUR BENEFITS, OR WHAT? DO NOT PROBE BUT ENTER ALL THAT APPLY.
expand
       
     
D2779

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

IN WHAT MONTH AND YEAR DID YOU START TO RECEIVE THESE BENEFITS? MONTH: YEAR:
       
     
D2789

How much are the benefits per month or year? PROBE IF NECESSARY: Was that per month or year? AMOUNT: PER:

HOW MUCH ARE THE BENEFITS PER MONTH OR YEAR? PROBE IF NECESSARY: WAS THAT PER MONTH OR YEAR? AMOUNT: PER:
expand
       
     
D2792

Are the benefits adjusted for changes in the cost of living?

ARE THE BENEFITS ADJUSTED FOR CHANGES IN THE COST OF LIVING?
expand
       
     
D2793

Have they ever been adjusted for changes in the cost of living?

HAVE THEY EVER BEEN ADJUSTED FOR CHANGES IN THE COST OF LIVING?
expand
       
     
If Do you expect to receive benefits from this plan in the future, are you receiving benefits now, did you get a cash settlement when you left, did you lose your benefits, or what? DO NOT PROBE BUT ENTER ALL THAT APPLY. = 3 RECEIVED CASH SETTLEMENT »
 
         
       
D2794

How much did the cash settlement amount to? AMOUNT:

HOW MUCH DID THE CASH SETTLEMENT AMOUNT TO? AMOUNT:
         
       
D2795M1

What did you do with the money?

WHAT DID YOU DO WITH THE MONEY?
expand
         
     
D2796

IRA ROLLOVER How much did the rollover amount to? AMOUNT:

IRA ROLLOVER HOW MUCH DID THE ROLLOVER AMOUNT TO? AMOUNT:
       
     
D2797

How many years altogether were you included in this plan? INCLUDE YEARS WITH OTHER EMPLOYERS IF SAME PLAN.

HOW MANY YEARS ALTOGETHER WERE YOU INCLUDED IN THIS PLAN? INCLUDE YEARS WITH OTHER EMPLOYERS IF SAME PLAN.
expand
       
     
D2798

At what age do you expect to start receiving (the rest of your) benefits from this plan?

AT WHAT AGE DO YOU EXPECT TO START RECEIVING (THE REST OF YOUR) BENEFITS FROM THIS PLAN?
expand
       
     
D2799

About how much do you expect these benefits to be? As a proportion of your pay when you left that job, or as an amount per month or year when you start receiving them?

ABOUT HOW MUCH DO YOU EXPECT THESE BENEFITS TO BE? AS A PROPORTION OF YOUR PAY WHEN YOU LEFT THAT JOB, OR AS AN AMOUNT PER MONTH OR YEAR WHEN YOU START RECEIVING THEM?
expand
       
     
D2806

ENTER THE PERCENT OF FINAL PAY AT RETIREMENT 1-100 PERCENT PERCENT:

ENTER THE PERCENT OF FINAL PAY AT RETIREMENT 1-100 PERCENT PERCENT:
       
     
If About how much do you expect these benefits to be? As a proportion of your pay when you left that job, or as an amount per month or year when you start receiving them? != 1 PERCENT OF PAY »
 
         
       
D2806

ENTER THE PERCENT OF FINAL PAY AT RETIREMENT 1-100 PERCENT PERCENT:

ENTER THE PERCENT OF FINAL PAY AT RETIREMENT 1-100 PERCENT PERCENT:
         
       
D2807

PROBE IF NECESSARY: How much do you expect to receive? PROBE IF NECESSARY: Was that per month or year? AMOUNT: PER:

PROBE IF NECESSARY: HOW MUCH DO YOU EXPECT TO RECEIVE? PROBE IF NECESSARY: WAS THAT PER MONTH OR YEAR? AMOUNT: PER:
expand
         
       
D2811

How much money was in your account when you left that employer? AMOUNT:

HOW MUCH MONEY WAS IN YOUR ACCOUNT WHEN YOU LEFT THAT EMPLOYER? AMOUNT:
         
       
D2812

When you left that employer, did you withdraw the money, roll it over into an IRA, leave it to accumulate in your old plan, convert it to an annuity, or what? DO NOT PROBE BUT IF MORE THAN ONE RESPONSE GIVEN, ENTER 7 - OTHER AND RECORD ALL DETAILS.

WHEN YOU LEFT THAT EMPLOYER, DID YOU WITHDRAW THE MONEY, ROLL IT OVER INTO AN IRA, LEAVE IT TO ACCUMULATE IN YOUR OLD PLAN, CONVERT IT TO AN ANNUITY, OR WHAT? DO NOT PROBE BUT IF MORE THAN ONE RESPONSE GIVEN, ENTER 7 - OTHER AND RECORD ALL DETAILS.
expand
         
       
D2813

How much is in your account now? AMOUNT:

HOW MUCH IS IN YOUR ACCOUNT NOW? AMOUNT:
         
       
If When you left that employer, did you withdraw the money, roll it over into an IRA, leave it to accumulate in your old plan, convert it to an annuity, or what? DO NOT PROBE BUT IF MORE THAN ONE RESPONSE GIVEN, ENTER 7 - OTHER AND RECORD ALL DETAILS. != (2 or 3) »
 
           
         
D2814

How old were you when that annuity started?

HOW OLD WERE YOU WHEN THAT ANNUITY STARTED?
           
       
D2815

How much are the benefits per month or year? PROBE IF NECESSARY: Was that per month or year? AMOUNT: PER:

HOW MUCH ARE THE BENEFITS PER MONTH OR YEAR? PROBE IF NECESSARY: WAS THAT PER MONTH OR YEAR? AMOUNT: PER:
expand
         
     
D2819

What is the earliest age at which you could have left that employer and begun to receive pension benefits?

WHAT IS THE EARLIEST AGE AT WHICH YOU COULD HAVE LEFT THAT EMPLOYER AND BEGUN TO RECEIVE PENSION BENEFITS?
expand
       
D2820M

OCCUPATION

USER NOTE: SEE MASTER CODE FOR UNMASKED OCCUPATION CODES. THE THREE-DIGIT NUMBERS IN PARENTHESIS IN THE CODE TEXT BELOW REFER TO THE CODES IN THE OCCUPATIONAL CLASSIFICATION SYSTEM INCLUDED, FOR REFERENCE, IN THE MASTER CODE.
expand
 
D2831

In what month and year did you start doing this kind of work? DON'T PROBE MONTH, ACCEPT DK MONTH: YEAR:

IN WHAT MONTH AND YEAR DID YOU START DOING THIS KIND OF WORK? DON'T PROBE MONTH, ACCEPT DK MONTH: YEAR:
 
D2832

YEAR STARTED CURRENT WORK

YEAR STARTED CURRENT WORK
 
D2836

How many hours a week do you usually work on this job?

HOW MANY HOURS A WEEK DO YOU USUALLY WORK ON THIS JOB?
expand
 
D2840

Do you work (the same/this) number of hours nearly every week, or do the hours you work vary a lot from week to week? IF VARIATION IS DUE TO NOT WORKING AT ALL IN SOME WEEKS: PROBE-- These questions are about times when you are working.

DO YOU WORK (THE SAME/THIS) NUMBER OF HOURS NEARLY EVERY WEEK, OR DO THE HOURS YOU WORK VARY A LOT FROM WEEK TO WEEK? IF VARIATION IS DUE TO NOT WORKING AT ALL IN SOME WEEKS: PROBE-- THESE QUESTIONS ARE ABOUT TIMES WHEN YOU ARE WORKING.
expand
 
D2841

How many hours would you work in a week with relatively long hours?

HOW MANY HOURS WOULD YOU WORK IN A WEEK WITH RELATIVELY LONG HOURS?
expand
 
D2842

How many hours in a relatively short week?

HOW MANY HOURS IN A RELATIVELY SHORT WEEK?
expand
 
D2843

How many weeks of paid vacation do you get each year? 0-52 WEEKS WEEK: PER:

HOW MANY WEEKS OF PAID VACATION DO YOU GET EACH YEAR? 0-52 WEEKS WEEK: PER:
expand
 
D2846

READ SLOWLY ~IF 2843(1/52) Counting paid vacations as weeks of work, how many weeks a year do you usually work on this job? 1-52 WEEKS

READ SLOWLY ~IF 2843(1/52) COUNTING PAID VACATIONS AS WEEKS OF WORK, HOW MANY WEEKS A YEAR DO YOU USUALLY WORK ON THIS JOB? 1-52 WEEKS
 
D2847

HRS PER YEAR

HRS PER YEAR
 
D2848

In the last 12 months, did you miss any days from work because of your health?

IN THE LAST 12 MONTHS, DID YOU MISS ANY DAYS FROM WORK BECAUSE OF YOUR HEALTH?
expand
 
D2849

About how many days did you miss? DAYS:

ABOUT HOW MANY DAYS DID YOU MISS? DAYS:
 
If HRS PER YEAR > 520 »
 
   
 
D2852

How many days of paid sick leave at full pay do you earn each year? 0-365 DAYS 995 NO SET NUMBER

HOW MANY DAYS OF PAID SICK LEAVE AT FULL PAY DO YOU EARN EACH YEAR? 0-365 DAYS 995 NO SET NUMBER
   
 
D2854

Does your employer provide coverage for long-term disability on this job?

DOES YOUR EMPLOYER PROVIDE COVERAGE FOR LONG-TERM DISABILITY ON THIS JOB?
expand
   
 
D2855

On your job, do you make decisions about the pay and promotion of others?

ON YOUR JOB, DO YOU MAKE DECISIONS ABOUT THE PAY AND PROMOTION OF OTHERS?
expand
   
 
D2856

For how many people do you make pay and promotion decisions? 1-994 # OF PEOPLE

FOR HOW MANY PEOPLE DO YOU MAKE PAY AND PROMOTION DECISIONS? 1-994 # OF PEOPLE
   
D2860

Are you salaried on this job, paid by the hour, or what?

ARE YOU SALARIED ON THIS JOB, PAID BY THE HOUR, OR WHAT?
expand
 
D2862

How much is your salary, before taxes and other deductions? IF PER HOUR BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE PROBE IF NECESSARY: Is that per hour, week, month, or year? AMOUNT: PER:

HOW MUCH IS YOUR SALARY, BEFORE TAXES AND OTHER DEDUCTIONS? IF PER HOUR BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE PROBE IF NECESSARY: IS THAT PER HOUR, WEEK, MONTH, OR YEAR? AMOUNT: PER:
expand
 
D2865

If you were to work more hours than usual during some weeks, would you get paid for those extra hours, get time off later, or get no compensation for the extra hours?

IF YOU WERE TO WORK MORE HOURS THAN USUAL DURING SOME WEEKS, WOULD YOU GET PAID FOR THOSE EXTRA HOURS, GET TIME OFF LATER, OR GET NO COMPENSATION FOR THE EXTRA HOURS?
expand
 
D2866

About how much would you make per hour for those extra hours?

ABOUT HOW MUCH WOULD YOU MAKE PER HOUR FOR THOSE EXTRA HOURS?
expand
 
D2867

PROBE IF NECESSARY: How much would you make per hour for each extra hour? BE SURE TO ENTER .00 FOR CENTS IF THERE ARE NONE AMOUNT:

PROBE IF NECESSARY: HOW MUCH WOULD YOU MAKE PER HOUR FOR EACH EXTRA HOUR? BE SURE TO ENTER .00 FOR CENTS IF THERE ARE NONE AMOUNT:
 
D2870

What is your hourly wage rate for regular work time? IF PER HOUR BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE AMOUNT:

WHAT IS YOUR HOURLY WAGE RATE FOR REGULAR WORK TIME? IF PER HOUR BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE AMOUNT:
 
D2871

TO PAY CATEGORIES

TO PAY CATEGORIES
expand
 
D2872

(What is your hourly wage rate for overtime?) BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE AMOUNT:

(WHAT IS YOUR HOURLY WAGE RATE FOR OVERTIME?) BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE AMOUNT:
 
If (What is your hourly wage rate for overtime?) BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE AMOUNT: != (0 or DK or RF) »
 
   
 
D2873

During the last year, in how many weeks did you work some overtime? 0-52 WEEKS

DURING THE LAST YEAR, IN HOW MANY WEEKS DID YOU WORK SOME OVERTIME? 0-52 WEEKS
   
 
D2879

Are you required to work overtime, or it is pretty much up to you?

ARE YOU REQUIRED TO WORK OVERTIME, OR IT IS PRETTY MUCH UP TO YOU?
expand
   
 
D2880

What does that amount to, before taxes and other deductions, in an average week or month? PROBE IF NECESSARY: Was that per week or month? AMOUNT: PER:

WHAT DOES THAT AMOUNT TO, BEFORE TAXES AND OTHER DEDUCTIONS, IN AN AVERAGE WEEK OR MONTH? PROBE IF NECESSARY: WAS THAT PER WEEK OR MONTH? AMOUNT: PER:
expand
   
 
D2883

If you worked an extra hour, how much would you earn for that? BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE AMOUNT:

IF YOU WORKED AN EXTRA HOUR, HOW MUCH WOULD YOU EARN FOR THAT? BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE AMOUNT:
   
 
If Are you salaried on this job, paid by the hour, or what? != (ANSWERED and 7) »
 
     
   
D2885

How much are you paid before taxes and other deductions? IF PER HOUR BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE PROBE IF NECESSARY: Was that per hour, week, month, or year? AMOUNT: PER:

HOW MUCH ARE YOU PAID BEFORE TAXES AND OTHER DEDUCTIONS? IF PER HOUR BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE PROBE IF NECESSARY: WAS THAT PER HOUR, WEEK, MONTH, OR YEAR? AMOUNT: PER:
expand
     
   
If How much are you paid before taxes and other deductions? IF PER HOUR BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE PROBE IF NECESSARY: Was that per hour, week, month, or year? AMOUNT: PER: != ( 0 or DK or RF) »
 
       
     
D2888

If you worked an extra hour, how much would you earn for that hour? IF PER HOUR BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE ALT-O GET TIME OFF INSTEAD AMOUNT:

IF YOU WORKED AN EXTRA HOUR, HOW MUCH WOULD YOU EARN FOR THAT HOUR? IF PER HOUR BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE ALT-O GET TIME OFF INSTEAD AMOUNT:
       
D2895

~IF 2873(1/52) Not counting overtime hours, could you reduce the number of paid hours in your regular work schedule? ~Else Could you reduce the number of paid hours in your regular work schedule?

~IF 2873(1/52) NOT COUNTING OVERTIME HOURS, COULD YOU REDUCE THE NUMBER OF PAID HOURS IN YOUR REGULAR WORK SCHEDULE? ~ELSE COULD YOU REDUCE THE NUMBER OF PAID HOURS IN YOUR REGULAR WORK SCHEDULE?
expand
 
If ~IF 2873(1/52) Not counting overtime hours, could you reduce the number of paid hours in your regular work schedule? ~Else Could you reduce the number of paid hours in your regular work schedule? != 1 YES or (How many hours a week do you usually work on this job? < 1 and D2836 >29 and D2836 != (DK or RF)) »
 
   
 
If ~IF 2873(1/52) Not counting overtime hours, could you reduce the number of paid hours in your regular work schedule? ~Else Could you reduce the number of paid hours in your regular work schedule? != 1 YES or (How many hours a week do you usually work on this job? < 30 and D2836 >120) »
 
     
   
D2896

Would you like to do so even if your earnings were reduced in the same proportion?

WOULD YOU LIKE TO DO SO EVEN IF YOUR EARNINGS WERE REDUCED IN THE SAME PROPORTION?
expand
     
   
D2897

How many hours would you like to work each week? 1-120 HOURS

HOW MANY HOURS WOULD YOU LIKE TO WORK EACH WEEK? 1-120 HOURS
     
 
D2898

If you wanted to work half time or less on this job, would your employer allow you to do that?

IF YOU WANTED TO WORK HALF TIME OR LESS ON THIS JOB, WOULD YOUR EMPLOYER ALLOW YOU TO DO THAT?
expand
   
 
D2899

Would your pay be cut in proportion to your hours, more than that, or less than that?

WOULD YOUR PAY BE CUT IN PROPORTION TO YOUR HOURS, MORE THAN THAT, OR LESS THAN THAT?
expand
   
 
D2900

Would your health insurance benefits be reduced, eliminated, or kept the same?

WOULD YOUR HEALTH INSURANCE BENEFITS BE REDUCED, ELIMINATED, OR KEPT THE SAME?
expand
   
 
D2901

Would your eligibility for pension benefits be affected?

WOULD YOUR ELIGIBILITY FOR PENSION BENEFITS BE AFFECTED?
expand
   
D2902

Could you increase the number of paid hours in your regular work schedule?

COULD YOU INCREASE THE NUMBER OF PAID HOURS IN YOUR REGULAR WORK SCHEDULE?
expand
 
D2903

Would you like to do so if your earnings were increased in the same proportion?

WOULD YOU LIKE TO DO SO IF YOUR EARNINGS WERE INCREASED IN THE SAME PROPORTION?
expand
 
D2904

How many hours would you like to work each week? 1-140 HOURS

HOW MANY HOURS WOULD YOU LIKE TO WORK EACH WEEK? 1-140 HOURS
 
D2909

MORE THAN LOCATION

IS THERE MORE THAN ONE LOCATION OF THE COMPANY OR ORGANIZATION YOU WORK FOR?
expand
 
D2910

About how many employees work for this company ~IF 2909(YES) or organization at the location where you work? ~Else or organization?

ABOUT HOW MANY EMPLOYEES WORK FOR THIS COMPANY ~IF 2909(YES) OR ORGANIZATION AT THE LOCATION WHERE YOU WORK? ~ELSE OR ORGANIZATION?
 
If About how many employees work for this company ~IF 2909(YES) or organization at the location where you work? ~Else or organization? < 1 and About how many employees work for this company ~IF 2909(YES) or organization at the location where you work? ~Else or organization? > 99994 »
 
   
 
D2911

Is it fewer than 5, 5 to 14, 15 to 24, 25 to 99, 100 to 499, or 500 or more?

IS IT FEWER THAN 5, 5 TO 14, 15 TO 24, 25 TO 99, 100 TO 499, OR 500 OR MORE?
expand
   
If MORE THAN LOCATION = 1. YES »
 
   
 
D2912

About how many employees work for this company or organization at all locations?

ABOUT HOW MANY EMPLOYEES WORK FOR THIS COMPANY OR ORGANIZATION AT ALL LOCATIONS?
   
 
D2913

Is it fewer than 5, 5 to 14, 15 to 24, 25 to 99, 100 to 499, or 500 or more?

IS IT FEWER THAN 5, 5 TO 14, 15 TO 24, 25 TO 99, 100 TO 499, OR 500 OR MORE?
expand
   
D2914

In what month and year did you start working for this employer? IF R WORKED MORE THAN ONCE FOR THIS EMPLOYER, ASK ABOUT FIRST HIRE. MONTH: YEAR:

IN WHAT MONTH AND YEAR DID YOU START WORKING FOR THIS EMPLOYER? IF R WORKED MORE THAN ONCE FOR THIS EMPLOYER, ASK ABOUT FIRST HIRE. MONTH: YEAR:
 
D2915

YEAR STARTED WORKING THIS EMPLOYE

YEAR STARTED WORKING THIS EMPLOYE
 
D2919

What was your starting pay, before taxes and other deductions? IF PER HOUR BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE PROBE IF NECESSARY: Was that per hour, week, month, or year? AMOUNT: PER:

WHAT WAS YOUR STARTING PAY, BEFORE TAXES AND OTHER DEDUCTIONS? IF PER HOUR BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE PROBE IF NECESSARY: WAS THAT PER HOUR, WEEK, MONTH, OR YEAR? AMOUNT: PER:
expand
 
D2923

Were there any months since (MONTH STARTED WORKING THIS EMPLOYER) (YEAR STARTED WORKING THIS EMPLOYER) when you did not ~Else REINTERVIEW Were there any months since (Wave 1 date) when you did not ~Else Were there any months in the last two years when you did not work for this employer?

WERE THERE ANY MONTHS SINCE (MONTH STARTED WORKING THIS EMPLOYER) (YEAR STARTED WORKING THIS EMPLOYER) WHEN YOU DID NOT ~ELSE REINTERVIEW WERE THERE ANY MONTHS SINCE (WAVE 1 DATE) WHEN YOU DID NOT ~ELSE WERE THERE ANY MONTHS IN THE LAST TWO YEARS WHEN YOU DID NOT WORK FOR THIS EMPLOYER?
expand
 
D2924M3

Which months were those? ENTER ALL THAT APPLY.

WHICH MONTHS WERE THOSE? ENTER ALL THAT APPLY.
 
D2927

Are you covered by a union or employee-association contract?

ARE YOU COVERED BY A UNION OR EMPLOYEE-ASSOCIATION CONTRACT?
expand
 
If HRS PER YEAR > 520 »
 
   
 
D2928

Have the rules that govern your pension benefits or the age you can receive them changed since (Wave 1 date)?

HAVE THE RULES THAT GOVERN YOUR PENSION BENEFITS OR THE AGE YOU CAN RECEIVE THEM CHANGED SINCE (WAVE 1 DATE)?
expand
   
 
D2955

Now I'd like to ask about pension or retirement plans on your job, sponsored by your employer or union. This includes not only basic pension or retirement plans, but also tax-deferred plans like thrift, savings, 401k, deferred profit-sharing, or stock ownership plans. Are you included in any such pension, retirement, or tax-deferred plan with this employer? IF R MENTIONS IRA OR KEOGH PLANS, NOTE IN COMMENT BOX AND SAY: "We will ask about these later in the interview. Here, I just want to find out about other plans operated through your employer."

NOW I'D LIKE TO ASK ABOUT PENSION OR RETIREMENT PLANS ON YOUR JOB, SPONSORED BY YOUR EMPLOYER OR UNION. THIS INCLUDES NOT ONLY BASIC PENSION OR RETIREMENT PLANS, BUT ALSO TAX-DEFERRED PLANS LIKE THRIFT, SAVINGS, 401K, DEFERRED PROFIT-SHARING, OR STOCK OWNERSHIP PLANS. ARE YOU INCLUDED IN ANY SUCH PENSION, RETIREMENT, OR TAX-DEFERRED PLAN WITH THIS EMPLOYER? IF R MENTIONS IRA OR KEOGH PLANS, NOTE IN COMMENT BOX AND SAY: "WE WILL ASK ABOUT THESE LATER IN THE INTERVIEW. HERE, I JUST WANT TO FIND OUT ABOUT OTHER PLANS OPERATED THROUGH YOUR EMPLOYER."
expand
   
 
D2956

Does your employer offer any such plans?

DOES YOUR EMPLOYER OFFER ANY SUCH PLANS?
expand
   
 
D2957

Are you eligible to be included in anyof these plans?

ARE YOU ELIGIBLE TO BE INCLUDED IN ANYOF THESE PLANS?
expand
   
 
D2958

Does your employer make contributions to any such plans? (2958)

DOES YOUR EMPLOYER MAKE CONTRIBUTIONS TO ANY SUCH PLANS? (2958)
expand
   
 
D2959

Do you intend to participate in any such plan at some time in the future?

DO YOU INTEND TO PARTICIPATE IN ANY SUCH PLAN AT SOME TIME IN THE FUTURE?
expand
   
 
D2960

Will you be eligible if you continue to work for this employer?

WILL YOU BE ELIGIBLE IF YOU CONTINUE TO WORK FOR THIS EMPLOYER?
expand
   
 
D2961

How many more years will you have to work for this employer before you will be included in a pension plan? 1-30 YEARS

HOW MANY MORE YEARS WILL YOU HAVE TO WORK FOR THIS EMPLOYER BEFORE YOU WILL BE INCLUDED IN A PENSION PLAN? 1-30 YEARS
   
 
D2964

In how many different plans of this sort are you included on this job? 1-10 PLANS

IN HOW MANY DIFFERENT PLANS OF THIS SORT ARE YOU INCLUDED ON THIS JOB? 1-10 PLANS
   
 
If In how many different plans of this sort are you included on this job? 1-10 PLANS != (DK or RF) »
 
     
   
If LOOP < D2964 »
 
       
     
D2969
       
     
D2970
       
     
D2972
       
     
D2973
       
     
D2974
       
     
D2976
       
     
D2977
       
     
D2978
       
     
D2985
       
     
D2986
       
     
D2989
       
     
D2991
       
     
D2992
       
     
D2993
       
     
D2995
       
     
D2998
       
     
D3005
       
     
D3006
       
     
D3008
       
     
D3009
       
     
D3010
       
     
D3011
       
     
D3012
       
     
D3014
       
     
D3015
       
     
D3016
       
     
D3019
       
     
D3024
       
     
D3025
       
     
D3026
       
     
D3027
       
     
D3028
       
     
D3029
       
     
D3031
       
     
D3032
       
     
D3033
       
     
D3034
       
     
D3036
       
     
D3037
       
     
D3038
       
     
D3039
       
     
D3040
       
     
D3041
       
     
D3042
       
     
D3043
       
     
D3044
       
   
D3049

Altogether how much do you have in your account balance(s) for any other pension plans or savings plan(s) from this job? AMOUNT:

ALTOGETHER HOW MUCH DO YOU HAVE IN YOUR ACCOUNT BALANCE(S) FOR ANY OTHER PENSION PLANS OR SAVINGS PLAN(S) FROM THIS JOB? AMOUNT:
     
 
D3051

Counting high school graduation as 12 years, about how many years of school would you say are needed to do your job reasonably well? 0-20 YEARS OF SCHOOL

COUNTING HIGH SCHOOL GRADUATION AS 12 YEARS, ABOUT HOW MANY YEARS OF SCHOOL WOULD YOU SAY ARE NEEDED TO DO YOUR JOB REASONABLY WELL? 0-20 YEARS OF SCHOOL
   
 
D3052

~IF 3051(NK1+NK2) For someone with this much formal schooling, about how much experience do you think it would take to become good at your job? AMOUNT: UNIT:

~IF 3051(NK1+NK2) FOR SOMEONE WITH THIS MUCH FORMAL SCHOOLING, ABOUT HOW MUCH EXPERIENCE DO YOU THINK IT WOULD TAKE TO BECOME GOOD AT YOUR JOB? AMOUNT: UNIT:
expand
   
 
D3053

EXPERIENCED NEEDED UNITS

EXPERIENCED NEEDED UNITS
expand
   
 
D3066

If your employer offered you a choice of moving to a different state with the same pay and responsibility or being laid off, which would you probably do?

IF YOUR EMPLOYER OFFERED YOU A CHOICE OF MOVING TO A DIFFERENT STATE WITH THE SAME PAY AND RESPONSIBILITY OR BEING LAID OFF, WHICH WOULD YOU PROBABLY DO?
expand
   
 
D3067

Over the next several years, do you expect your earnings, adjusted for inflation, to go up, stay about the same, or go down?

OVER THE NEXT SEVERAL YEARS, DO YOU EXPECT YOUR EARNINGS, ADJUSTED FOR INFLATION, TO GO UP, STAY ABOUT THE SAME, OR GO DOWN?
expand
   
D3068

Sometimes people look for a different job even when they are currently working. Are you currently looking for another job?

SOMETIMES PEOPLE LOOK FOR A DIFFERENT JOB EVEN WHEN THEY ARE CURRENTLY WORKING. ARE YOU CURRENTLY LOOKING FOR ANOTHER JOB?
expand
 
D3069

Are you looking for jobs only in this area, or are you considering jobs that would require you to move?

ARE YOU LOOKING FOR JOBS ONLY IN THIS AREA, OR ARE YOU CONSIDERING JOBS THAT WOULD REQUIRE YOU TO MOVE?
expand
 
D3070

Are you looking for part-time or full-time work?

ARE YOU LOOKING FOR PART-TIME OR FULL-TIME WORK?
expand
 
D3077

Are you looking for the same kind of work you're doing now, or something different?

ARE YOU LOOKING FOR THE SAME KIND OF WORK YOU'RE DOING NOW, OR SOMETHING DIFFERENT?
expand
 
D3078
 
D3080
 
D3081
 
If D3080 = 4 »
 
   
 
D3082

NUMBER EMPLOYERS CALLED/WRITTEN

HOW MANY EMPLOYERS DID YOU CALL OR WRITE?
expand
   
If Sometimes people look for a different job even when they are currently working. Are you currently looking for another job? != 1 YES »
 
   
 
D3083

If you found out about another job like the one you have now, would you look into it?

IF YOU FOUND OUT ABOUT ANOTHER JOB LIKE THE ONE YOU HAVE NOW, WOULD YOU LOOK INTO IT?
expand
   
 
D3084
   
D3085
 
D3083

If you found out about another job like the one you have now, would you look into it?

IF YOU FOUND OUT ABOUT ANOTHER JOB LIKE THE ONE YOU HAVE NOW, WOULD YOU LOOK INTO IT?
expand
 
D3090

I'll read some statements that are true for some people's jobs but not for other people's jobs. Thinking of your job, please tell me how often these statements are true.

I'LL READ SOME STATEMENTS THAT ARE TRUE FOR SOME PEOPLE'S JOBS BUT NOT FOR OTHER PEOPLE'S JOBS. THINKING OF YOUR JOB, PLEASE TELL ME HOW OFTEN THESE STATEMENTS ARE TRUE.
 
D3091

My job requires lots of physical effort. Is this true all or almost all of the time, most of the time, some of the time, or none or almost none of the time?

MY JOB REQUIRES LOTS OF PHYSICAL EFFORT. IS THIS TRUE ALL OR ALMOST ALL OF THE TIME, MOST OF THE TIME, SOME OF THE TIME, OR NONE OR ALMOST NONE OF THE TIME?
expand
 
D3092

(My job requires) lifting heavy loads. (Is this true all or almost all of the time, most of the time, some of the time, or none or almost none of the time?)

(MY JOB REQUIRES) LIFTING HEAVY LOADS. (IS THIS TRUE ALL OR ALMOST ALL OF THE TIME, MOST OF THE TIME, SOME OF THE TIME, OR NONE OR ALMOST NONE OF THE TIME?)
expand
 
D3093

(My job requires) stooping, kneeling, or crouching. (Is this true all or almost all of the time, most of the time, some of the time, or none or almost none of the time?)

(MY JOB REQUIRES) STOOPING, KNEELING, OR CROUCHING. (IS THIS TRUE ALL OR ALMOST ALL OF THE TIME, MOST OF THE TIME, SOME OF THE TIME, OR NONE OR ALMOST NONE OF THE TIME?)
expand
 
D3094

My job requires good eyesight. (Is this true all or almost all of the time, most of the time, some of the time, or none or almost none of the time?)

MY JOB REQUIRES GOOD EYESIGHT. (IS THIS TRUE ALL OR ALMOST ALL OF THE TIME, MOST OF THE TIME, SOME OF THE TIME, OR NONE OR ALMOST NONE OF THE TIME?)
expand
 
D3095

(My job requires) intense concentration or attention. (Is this true all or almost all of the time, most of the time, some of the time, or none or almost none of the time?)

(MY JOB REQUIRES) INTENSE CONCENTRATION OR ATTENTION. (IS THIS TRUE ALL OR ALMOST ALL OF THE TIME, MOST OF THE TIME, SOME OF THE TIME, OR NONE OR ALMOST NONE OF THE TIME?)
expand
 
D3096

(My job requires) skill in dealing with other people. (Is this true all or almost all of the time, most of the time, some of the time, or none or almost none of the time?)

(MY JOB REQUIRES) SKILL IN DEALING WITH OTHER PEOPLE. (IS THIS TRUE ALL OR ALMOST ALL OF THE TIME, MOST OF THE TIME, SOME OF THE TIME, OR NONE OR ALMOST NONE OF THE TIME?)
expand
 
D3101

~IF 3091(1/9 or DK or RF) Here are some more statements that are true for some people's jobs but not for others. Again thinking of your job, this time please indicate how much you agree or disagree with each statement. ~Else Here are some statements that are true for some people's jobs but not for others. Thinking of your job, please indicate how much you agree or disagree with each statement.

~IF 3091(1/9 OR DK OR RF) HERE ARE SOME MORE STATEMENTS THAT ARE TRUE FOR SOME PEOPLE'S JOBS BUT NOT FOR OTHERS. AGAIN THINKING OF YOUR JOB, THIS TIME PLEASE INDICATE HOW MUCH YOU AGREE OR DISAGREE WITH EACH STATEMENT. ~ELSE HERE ARE SOME STATEMENTS THAT ARE TRUE FOR SOME PEOPLE'S JOBS BUT NOT FOR OTHERS. THINKING OF YOUR JOB, PLEASE INDICATE HOW MUCH YOU AGREE OR DISAGREE WITH EACH STATEMENT.
 
D3102

My job requires me to do more difficult things than it used to. Do you strongly agree, agree, disagree or strongly disagree with that statement?

MY JOB REQUIRES ME TO DO MORE DIFFICULT THINGS THAN IT USED TO. DO YOU STRONGLY AGREE, AGREE, DISAGREE OR STRONGLY DISAGREE WITH THAT STATEMENT?
expand
 
D3103

My job involves a lot of stress. (Do you strongly agree, agree, disagree or strongly disagree with that statement?)

MY JOB INVOLVES A LOT OF STRESS. (DO YOU STRONGLY AGREE, AGREE, DISAGREE OR STRONGLY DISAGREE WITH THAT STATEMENT?)
expand
 
D3104

In decisions about promotion, my employer gives younger people preference over older people.

IN DECISIONS ABOUT PROMOTION, MY EMPLOYER GIVES YOUNGER PEOPLE PREFERENCE OVER OLDER PEOPLE.
expand
 
D3105

My co-workers make older workers feel that they ought to retire before age 65. (Do you strongly agree, agree, disagree or strongly disagree with that statement?)

MY CO-WORKERS MAKE OLDER WORKERS FEEL THAT THEY OUGHT TO RETIRE BEFORE AGE 65. (DO YOU STRONGLY AGREE, AGREE, DISAGREE OR STRONGLY DISAGREE WITH THAT STATEMENT?)
expand
 
D3106

As I get older, I would prefer to gradually reduce the hours I work on this job, keeping my pay per hour the same.

AS I GET OLDER, I WOULD PREFER TO GRADUALLY REDUCE THE HOURS I WORK ON THIS JOB, KEEPING MY PAY PER HOUR THE SAME.
expand
 
D3107

My employer would let older workers move to a less demanding job with less pay if they wanted to.

MY EMPLOYER WOULD LET OLDER WORKERS MOVE TO A LESS DEMANDING JOB WITH LESS PAY IF THEY WANTED TO.
expand
 
D3108

I really enjoy going to work.

I REALLY ENJOY GOING TO WORK.
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D3109
 
D3110

Are you doing any other work for pay now, such as (another) business of your own, a second job or the military reserves?

ARE YOU DOING ANY OTHER WORK FOR PAY NOW, SUCH AS (ANOTHER) BUSINESS OF YOUR OWN, A SECOND JOB OR THE MILITARY RESERVES?
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D3111
 
D3112

How many hours a week do you usually work on (this other job/these other jobs)? 1-96 HOURS

HOW MANY HOURS A WEEK DO YOU USUALLY WORK ON (THIS OTHER JOB/THESE OTHER JOBS)? 1-96 HOURS
 
D3113

Counting paid vacations as weeks of work, how many weeks a year do you usually work on (this other job/these other jobs)? 1-52 WEEKS

COUNTING PAID VACATIONS AS WEEKS OF WORK, HOW MANY WEEKS A YEAR DO YOU USUALLY WORK ON (THIS OTHER JOB/THESE OTHER JOBS)? 1-52 WEEKS
 
D3114

About how much do you earn before taxes from (this other job/these other jobs)? IF PER HOUR BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE PROBE IF NECESSARY: Is that per hour, week, month, year, or what? AMOUNT: PER:

ABOUT HOW MUCH DO YOU EARN BEFORE TAXES FROM (THIS OTHER JOB/THESE OTHER JOBS)? IF PER HOUR BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE PROBE IF NECESSARY: IS THAT PER HOUR, WEEK, MONTH, YEAR, OR WHAT? AMOUNT: PER:
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D3115
 
D3118

Now I have a few questions about work and retirement. On your main job, what is the usual retirement age for people who work with you or have the same kind of job? 40-94 YEARS OF AGE 95 NO "USUAL" 96 ANSWER IN YEARS OF SERVICE

NOW I HAVE A FEW QUESTIONS ABOUT WORK AND RETIREMENT. ON YOUR MAIN JOB, WHAT IS THE USUAL RETIREMENT AGE FOR PEOPLE WHO WORK WITH YOU OR HAVE THE SAME KIND OF JOB? 40-94 YEARS OF AGE 95 NO "USUAL" 96 ANSWER IN YEARS OF SERVICE
 
D3119

ENTER USUAL NUMBER OF YEARS OF SERVICE: 1-50 YEARS OF SERVICE

ENTER USUAL NUMBER OF YEARS OF SERVICE: 1-50 YEARS OF SERVICE
 
D3121M1
 
D3122

AGE STOP WORKING

AT WHAT AGE DO YOU PLAN TO STOP WORKING?
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D3123

At what age do you plan to stop working? 25-94 YEARS OF AGE 95 NEVER 96 ANSWERED IN YEAR THAT WILL STOP WORKING

AT WHAT AGE DO YOU PLAN TO STOP WORKING? 25-94 YEARS OF AGE 95 NEVER 96 ANSWERED IN YEAR THAT WILL STOP WORKING
 
If D3121 = 5 »
 
   
 
D3124

AGE START FEWER HOURS

AT WHAT AGE DO YOU PLAN TO START WORKING FEWER HOURS?
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If AGE START FEWER HOURS = 96. YEAR PLANNING TO START WORKING FEWER HOURS
 
     
   
D3125

At what age do you plan to start working fewer hours? 25-94 YEARS OF AGE 95 NEVER 96 YEAR PLANNING TO START WORKING FEWER HOURS

AT WHAT AGE DO YOU PLAN TO START WORKING FEWER HOURS? 25-94 YEARS OF AGE 95 NEVER 96 YEAR PLANNING TO START WORKING FEWER HOURS
     
If D3121 = 6
 
   
 
D3126

AGE CHANGE KIND WORK

AT WHAT AGE DO YOU PLAN TO CHANGE THE KIND OF WORK YOU DO?
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If AGE CHANGE KIND WORK = 96. YEAR PLANNING TO CHANGE WORK »
 
     
   
D3127

At what age do you plan to change the kind of work you do? 25-94 YEARS OF AGE 95 NEVER 96 YEAR PLANNING TO CHANGE WORK

AT WHAT AGE DO YOU PLAN TO CHANGE THE KIND OF WORK YOU DO? 25-94 YEARS OF AGE 95 NEVER 96 YEAR PLANNING TO CHANGE WORK
     
If D3121 = 7 »
 
   
 
D3128

At what age do you plan to start working for yourself?

AT WHAT AGE DO YOU PLAN TO START WORKING FOR YOURSELF?
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D3129

At what age do you plan to start working for yourself? 25-94 YEARS OF AGE 95 NEVER 96 YEAR PLANNING SELF-EMPLOYMENT

AT WHAT AGE DO YOU PLAN TO START WORKING FOR YOURSELF? 25-94 YEARS OF AGE 95 NEVER 96 YEAR PLANNING SELF-EMPLOYMENT
   
D3130

We are interested in what people think about retirement, whether they themselves are retired or not. At this time do you consider yourself partially retired, completely retired, or not retired at all?

WE ARE INTERESTED IN WHAT PEOPLE THINK ABOUT RETIREMENT, WHETHER THEY THEMSELVES ARE RETIRED OR NOT. AT THIS TIME DO YOU CONSIDER YOURSELF PARTIALLY RETIRED, COMPLETELY RETIRED, OR NOT RETIRED AT ALL?
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If In what year did you retire? YEAR: = (UNANSWERED or DK or RF) »
 
   
 
D3131

In what month and year did you (3109)(1/2) retire? DO NOT PROBE FOR MONTH -- ACCEPT DK MONTH: YEAR:

IN WHAT MONTH AND YEAR DID YOU (3109)(1/2) RETIRE? DO NOT PROBE FOR MONTH -- ACCEPT DK MONTH: YEAR:
   
 
D3132
   
 
If D3131 >1 and D3131 < 12 »
 
     
   
D3134
     
 
D3135
   
If D3134 <= 24 »
 
   
 
D3136

Thinking back to the time you (3109)(1/2) retired, was that something you wanted to do or something you felt you were forced into?

THINKING BACK TO THE TIME YOU (3109)(1/2) RETIRED, WAS THAT SOMETHING YOU WANTED TO DO OR SOMETHING YOU FELT YOU WERE FORCED INTO?
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D3137

All in all, would you say that your retirement has turned out to be very satisfying, moderately satisfying, or not at all satisfying?

ALL IN ALL, WOULD YOU SAY THAT YOUR RETIREMENT HAS TURNED OUT TO BE VERY SATISFYING, MODERATELY SATISFYING, OR NOT AT ALL SATISFYING?
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D3138

Thinking about your retirement years compared to the years just before you retired, would you say the retirement years have been better, about the same, or not as good?

THINKING ABOUT YOUR RETIREMENT YEARS COMPARED TO THE YEARS JUST BEFORE YOU RETIRED, WOULD YOU SAY THE RETIREMENT YEARS HAVE BEEN BETTER, ABOUT THE SAME, OR NOT AS GOOD?
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D3139

RETIRE ACTIVE LOOP INDEX

USER NOTE: UP TO SEVEN RESPONSES WERE ALLOWED FOR THIS QUESTION, THE ACTUAL MAXIMUM NUMBER OF RESPONSES WAS SEVEN.
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D3140
 
D3143
 
D3145
 
D3159

OFFERED EOW

EMPLOYERS SOMETIMES ENCOURAGE OLDER WORKERS TO LEAVE A FIRM AT A PARTICULAR TIME BY OFFERING A SPECIAL FINANCIAL INCENTIVE, LIKE A CASH BONUS OR IMPROVED PENSION BENEFITS. THESE ARE OFTEN CALLED "EARLY RETIREMENT WINDOWS ." HAVE YOU BEEN OFFERED SUCH AN EARLY RETIREMENT WINDOW AT ANY TIME SINCE (WAVE 1 INTERVIEW MONTH-YEAR)?
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D3161
 
D3162
 
D3163
 
D3167
 
D3168
 
D3169
 
D3170
 
D3171
 
D3173
 
D3174
 
D3175
 
D3176
 
D3178
 
D3179
 
D3180
 
D3181
 
D3182
 
D3183
 
D3184
 
D3187
 
If ~IF CURRENT JOB STATUS(NOT TEMPORARILY LAID OFF, ON SICK OR OTHER LEAVE) Next are some questions about your current, main job. Do you work for someone else, are you self-employed, or what? IF R SAYS, "I RUN MY OWN BUSINESS" ENTER "SELF-EMPLOYED". = 2 SELF-EMPLOYED »
 
   
 
D3188

According to our records, in (Wave 1 date) you were working for someone else. In what month and year did you stop working for that employer? MONTH: YEAR:

ACCORDING TO OUR RECORDS, IN (WAVE 1 DATE) YOU WERE WORKING FOR SOMEONE ELSE. IN WHAT MONTH AND YEAR DID YOU STOP WORKING FOR THAT EMPLOYER? MONTH: YEAR:
   
 
D3189
   
 
If According to our records, in (Wave 1 date) you were working for someone else. In what month and year did you stop working for that employer? MONTH: YEAR: != 96 »
 
     
   
If According to our records, in (Wave 1 date) you were working for someone else. In what month and year did you stop working for that employer? MONTH: YEAR: != 96 »
 
       
     
D3194

What were you earning, before deductions, when you left that employer? IF PER HOUR BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE PROBE IF NECESSARY: Was that per hour, week, month, or year? AMOUNT: PER:

WHAT WERE YOU EARNING, BEFORE DEDUCTIONS, WHEN YOU LEFT THAT EMPLOYER? IF PER HOUR BE SURE TO ADD .00 FOR CENTS IF THERE ARE NONE PROBE IF NECESSARY: WAS THAT PER HOUR, WEEK, MONTH, OR YEAR? AMOUNT: PER:
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D3195
       
   
D3198
     
   
D3199

Did your employment situation change in some way that encouraged you to leave?

DID YOUR EMPLOYMENT SITUATION CHANGE IN SOME WAY THAT ENCOURAGED YOU TO LEAVE?
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D3200
     
   
D3201
     
   
If 3188 !was answered Don't know or RF »
 
       
     
If D3189 != (DK or RF) »
 
         
       
D3204

Were there any months between (Wave 1 date) and (3188) (3189) when you did not work for this employer?

WERE THERE ANY MONTHS BETWEEN (WAVE 1 DATE) AND (3188) (3189) WHEN YOU DID NOT WORK FOR THIS EMPLOYER?
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D3205