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Start of K. Last Job
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If OZ076 = NEW INTERVIEW »
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If OJ005 != WORKING NOW and WORKING FOR PAY != YES »
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OK003
WORK FOR PAY MORE THAN FEW MOS
HAVE YOU EVER WORKED FOR PAY FOR MORE THAN A FEW MONTHS?
1 Yes
5 No
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If WORK FOR PAY MORE THAN FEW MOS != 5 No and WORK FOR PAY MORE THAN FEW MOS was answered »
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OK004
LAST WRKED WHEN-YR
WHEN DID YOU LAST WORK FOR PAY?
YEAR:
OR
YEARS AGO:
1900..2014
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If LAST WRKED WHEN-YR was not answered »
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OK005
LAST WRKED WHEN-YRS AGO
(WHEN DID YOU LAST WORK FOR PAY?)
YEAR:
OR
YEARS AGO:
1..70
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If LAST WRKED WHEN-YR < 2 YEARS AGO or LAST WRKED WHEN-YRS AGO < 2 YEARS AGO »
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OK006
LAST WRKED-MO
IN WHAT MONTH WAS THAT?
1 Jan
2 Feb
3 Mar
4 Apr
5 May
6 Jun
7 Jul
8 Aug
9 Sep
10 Oct
11 Nov
12 Dec
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If ( LAST WRKED WHEN-YR was answered and LAST WRKED WHEN-YR = LESS THAN 20 YEARS AGO) or ( LAST WRKED WHEN-YRS AGO was answered and LAST WRKED WHEN-YR = LESS THAN 20 YEARS AGO) »
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OK007
SELF/OTHER EMPLOYED
THE NEXT QUESTIONS ARE ABOUT THE LAST JOB YOU HAD. WE'RE INTERESTED IN YOUR SITUATION NEAR THE END OF THIS JOB. DID YOU WORK FOR SOMEONE ELSE, WERE YOU SELF-EMPLOYED, OR WHAT?
» IF R SAYS, 'I RAN MY OWN BUSINESS' ENTER 'SELF-EMPLOYED'
1 Someone else
2 Self-employed
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OK008
INDUSTRY - MASKED
^FLK008
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OK010
TYPE WRK DONE - MASKED
WHAT SORT OF WORK DID YOU DO? (TELL ME A LITTLE MORE ABOUT WHAT YOU DID.)
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OK011
HRS WRK PR WK
HOW MANY HOURS A WEEK DID YOU USUALLY WORK ^FLK011?
HOURS PER WEEK:
0..168
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If SELF/OTHER EMPLOYED != 2 Self-employed and OZ023 != 1.AHEAD (BORN BEFORE 1924) and OZ023 != 2. CODA (BORN 1924-1930) »
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OK012
COULD REDUCE HRS IF WANTED
NOT COUNTING ANY OVERTIME HOURS, COULD YOU HAVE REDUCED THE NUMBER OF HOURS IN YOUR REGULAR WORK SCHEDULE?
1 Yes
5 No
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If COULD REDUCE HRS IF WANTED != 5 No and COULD REDUCE HRS IF WANTED was answered »
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OK013
COULD REDUCE HRS IF WANTED- AFFECT PAY
COULD YOU HAVE REDUCED YOUR WORK HOURS BY QUITE A LOT, SAY TO HALF WHAT YOU USUALLY WORKED, WITHOUT AFFECTING EITHER YOUR HOURLY PAY RATE OR YOUR FRINGE BENEFITS?
1 Yes
5 No
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OK014
WKS WRK PR YR
» READ SLOWLY
COUNTING PAID VACATIONS AS WEEKS OF WORK, HOW MANY WEEKS A YEAR DID YOU USUALLY WORK?
# OF WEEKS:
1..52
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If SELF/OTHER EMPLOYED != 2 Self-employed and OZ023 != 1.AHEAD (BORN BEFORE 1924) and OZ023 != 2. CODA (BORN 1924-1930) »
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OK039
LAST JOB SALARIED OR HOURLY
WERE YOU SALARIED ON THAT JOB, PAID BY THE HOUR, OR WHAT?
1 Salaried
2 Hourly
3 Piecework/Commission
7 Other/Combination
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OK015
EARNINGS WHEN LEFT
HOW MUCH WERE YOU EARNING, BEFORE DEDUCTIONS, WHEN YOU ^FLK015
» IF AMOUNT PER HOUR, ENTER BOTH DOLLARS AND CENTS
AMOUNT:
PER:
0..99999996
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If EARNINGS WHEN LEFT != 0 and EARNINGS WHEN LEFT was answered »
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OK016
EARNINGS WHEN LEFT- PER
(HOW MUCH WERE YOU EARNING, BEFORE DEDUCTIONS, WHEN YOU ^FLK015)
AMOUNT: ^K015_
PER:
1 Hour
2 Week
3 Every two weeks/bi-weekly
4 Month
5 Twice a month
6 Year
7 Other (specify)
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If SELF/OTHER EMPLOYED != 2 Self-employed and OZ023 != 1.AHEAD (BORN BEFORE 1924) and OZ023 != 2. CODA (BORN 1924-1930) »
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OK018
# OF EMPLOYEES AT LOCATION
ABOUT HOW MANY EMPLOYEES WORKED FOR THAT COMPANY OR ORGANIZATION AT THE LOCATION WHERE YOU WORKED?
» DO NOT PROBE DK/RF
# OF EMPLOYEES:
1..9999996
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If # OF EMPLOYEES AT LOCATION was not answered »
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OK019
ESTIMATED # EMPLOYEES AT LOCATION
WAS IT FEWER THAN 5, 5 TO 14, 15 TO 24, 25 TO 99, 100 TO 499, OR 500 OR MORE?
1 Fewer than 5
2 5 To 14
3 15 To 24
4 25 To 99
5 100 To 499
6 500 Or more
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OK020
TOTAL # OF EMPLOYEES
ABOUT HOW MANY EMPLOYEES WORKED FOR THAT COMPANY OR ORGANIZATION AT ALL LOCATIONS?
» DO NOT PROBE DK/RF
^FLK020
^FLK020_2
# OF EMPLOYEES:
-2..9999995
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If TOTAL # OF EMPLOYEES was not answered »
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OK021
ESTIMATED TOTAL # EMPLOYEES
WAS IT FEWER THAN 5, 5 TO 14, 15 TO 24, 25 TO 99, 100 TO 499, OR 500 OR MORE?
1 Fewer than 5
2 5 To 14
3 15 To 24
4 25 To 99
5 100 To 499
6 500 Or more
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OK022
START WRK-YR
WHEN DID YOU START WORKING FOR ^FLTHATEMP?
YEAR:
OR
YEARS AGO:
OR
AT AGE:
1900..2014
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If START WRK-YR was not answered »
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OK023
START WRK-YRS AGO
(WHEN DID YOU START WORKING FOR ^FLTHATEMP?)
YEAR:
OR
YEARS AGO:
OR
AT AGE:
0..70
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If START WRK-YRS AGO was assigned an EMPTY value »
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OK024
START WRK- AT AGE
(WHEN DID YOU START WORKING FOR ^FLTHATEMP?)
YEAR:
OR
YEARS AGO:
OR
AT AGE:
10..95
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If ( LAST WRKED WHEN-YR was answered and LAST WRKED WHEN-YR = LESS THAN 20 YEARS AGO) or ( LAST WRKED WHEN-YRS AGO was answered and LAST WRKED WHEN-YR = LESS THAN 20 YEARS AGO) »
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OK025
EARNINGS WHEN STARTED
HOW MUCH WERE YOU EARNING, BEFORE TAXES AND OTHER DEDUCTIONS, WHEN YOU STARTED?
» IF AMOUNT PER HOUR, ENTER BOTH DOLLARS AND CENTS
AMOUNT:
PER:
0..99999996
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If EARNINGS WHEN STARTED was answered and EARNINGS WHEN STARTED != 0 »
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OK026
EARNINGS WHEN STARTED- PER
(HOW MUCH WERE YOU EARNING, BEFORE TAXES AND OTHER DEDUCTIONS, WHEN YOU STARTED?)
AMOUNT: ^K025_
PER:
1 Hour
2 Week
3 Every two weeks/bi-weekly
4 Month
5 Twice a month
6 Year
7 Other (specify)
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If SELF/OTHER EMPLOYED != 2 Self-employed and OZ023 != 1.AHEAD (BORN BEFORE 1924) and OZ023 != 2. CODA (BORN 1924-1930) »
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OK028
UNION CONTRACT/EMPLOYEE CONTRACT
WERE YOU COVERED ON THAT JOB BY A UNION OR EMPLOYEE-ASSOCIATION CONTRACT?
1 Yes
5 No
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OK029M
WHY LEFT EMPLOYER
[F1]--HELP
WHY DID YOU ^FLK029
» PROBE IF NECESSARY: (DID THE BUSINESS CLOSE, WERE YOU LAID OFF OR LET GO, DID YOU HAVE POOR HEALTH OR A DISABILITY,
DID YOU LEAVE TO TAKE CARE OF FAMILY MEMBERS, DID YOU QUIT, DID YOU RETIRE, DID OWNERSHIP OF YOUR EMPLOYMENT CHANGE, DID YOUR PENSION RULES CHANGE, OR WHAT?)
» DO NOT PROBE BUT ENTER ALL THAT APPLY
1 Business closed
2 Laid off/let go
3 Poor health/Disabled
4 Family care
6 Quit
7 Retired
9 Ownership Changed
10 Pension rules changed
97 Other (Specify)
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OK031
INCLUDED IN PENSION PLAN
^FLK031 YOU INCLUDED IN A PENSION OR RETIREMENT PLAN, OR IN ANY TAX DEFERRED SAVINGS PLAN, THROUGH YOUR WORK WHEN YOU WORKED FOR ^FLTHATEMP?
»IF R MENTIONS IRA OR SOCIAL SECURITY, NOTE IN COMMENT BOX AND SAY:
I WILL ASK ABOUT THESE LATER IN THE INTERVIEW. HERE, I JUST WANT TO FIND OUT ABOUT
OTHER PLANS OPERATED THROUGH YOUR PREVIOUS ^FLBUSEMP.
1 Yes
5 No
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If INCLUDED IN PENSION PLAN != 5 No and INCLUDED IN PENSION PLAN was answered »
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OK032
# PENSION PLANS
[F1]--HELP
IN HOW MANY DIFFERENT PENSION PLANS WERE YOU INCLUDED ON THIS JOB?
1-8 PLANS
0 None
1 One
2 Two
3 Three
4 Four
5 Five
6 Six
7 Seven
8 Eight
95 Denies being included in pension plan
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If # PENSION PLANS = 98 »
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OK033
ONE PLAN OR MORE
IS THIS JUST ONE PLAN OR MORE THAN ONE?
1 One plan
3 More than one
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OKW001
What type of plan is your [PLAN NAME] (plan)?
WHAT TYPE OF PLAN IS YOUR [PLAN NAME] (PLAN)?
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If What type of plan is your [PLAN NAME] (plan)? = 2 or What type of plan is your [PLAN NAME] (plan)? = 3 or What type of plan is your [PLAN NAME] (plan)? = 8 »
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OKW002
IF TYPE B PLAN: How much money was in your account when you left that [business/employer]? OTHERWISE: For the part of your pension where money is accumulated in an account, how much money was in your account when you left that [business/employer]?
IF TYPE B PLAN: HOW MUCH MONEY WAS IN YOUR ACCOUNT WHEN YOU LEFT THAT [BUSINESS/EMPLOYER]? OTHERWISE: FOR THE PART OF YOUR PENSION WHERE MONEY IS ACCUMULATED IN AN ACCOUNT, HOW MUCH MONEY WAS IN YOUR ACCOUNT WHEN YOU LEFT THAT [BUSINESS/EMPLOYER]?
1_____ AMOUNT
2 DOES NOT HAVE AN ACCOUNT
3 DK
4 RF
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If IF TYPE B PLAN: How much money was in your account when you left that [business/employer]? OTHERWISE: For the part of your pension where money is accumulated in an account, how much money was in your account when you left that [business/employer]? was not answered »
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OKW003
Did it amount to a total of less than $____ , more than $____ , or what? PROCEDURES: 2Up1Down, 1Up2Down BREAKPOINTS: $5,000, $20,000, $50,000, $150,000
DID IT AMOUNT TO A TOTAL OF LESS THAN $____ , MORE THAN $____ , OR WHAT? PROCEDURES: 2UP1DOWN, 1UP2DOWN BREAKPOINTS: $5,000, $20,000, $50,000, $150,000
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OKW065
Could you have taken benefits as a cash settlement or a lump-sum payment?
COULD YOU HAVE TAKEN BENEFITS AS A CASH SETTLEMENT OR A LUMP-SUM PAYMENT?
1 Yes
2 No
3 DK
4 RF
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OKW008
How much money did you leave in the old plan?
HOW MUCH MONEY DID YOU LEAVE IN THE OLD PLAN?
1 Amount
2 DK
3 RF
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OKW063
How much money in total did you receive in installments or irregular payments in the last calendar year?
HOW MUCH MONEY IN TOTAL DID YOU RECEIVE IN INSTALLMENTS OR IRREGULAR PAYMENTS IN THE LAST CALENDAR YEAR?
1_____ AMOUNT
2 DK
3 RF
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OKW009
How much is in that account now?
HOW MUCH IS IN THAT ACCOUNT NOW?
1_____ AMOUNT
2 DK
3 RF
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OKW010
Does it amount to less than $____ , more than $____ , or what? PROCEDURES: 2Up1Down, 1Up2Down BREAKPOINTS: $10,000, $20,000, $50,000, $150,000
DOES IT AMOUNT TO LESS THAN $____ , MORE THAN $____ , OR WHAT? PROCEDURES: 2UP1DOWN, 1UP2DOWN BREAKPOINTS: $10,000, $20,000, $50,000, $150,000
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OKW013
How much did you (convert to/purchase as) an annuity?
HOW MUCH DID YOU (CONVERT TO/PURCHASE AS) AN ANNUITY?
1_____ AMOUNT
2 DK
3 RF
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OKW014
How old were you when you started receiving benefits?
HOW OLD WERE YOU WHEN YOU STARTED RECEIVING BENEFITS?
1_____ AGE
2 DK
3 RF
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OKW015
How much are the benefits per month or year?
HOW MUCH ARE THE BENEFITS PER MONTH OR YEAR?
1_____ AMOUNT
2 DK
3 RF
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If How much are the benefits per month or year? != 0 and How much are the benefits per month or year? != 99999998 and How much are the benefits per month or year? != 99999999 »
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OKW016
Is that per month or year?
IS THAT PER MONTH OR YEAR?
1_____ MONTH
2_____ YEAR
3_____ OTHER (SPECIFY)
5 RF
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OKW049
IF R IS MARRIED/PARTNERED (X065={1 or 3}): Will this payment continue only as long as you live, as long as eitheryou or your [husband/wife/partner] live, is it for a fixed time period, or what? OTHERWISE: Will this payment continue as long as you live, is it for a fixed time period, or what?
IF R IS MARRIED/PARTNERED (X065={1 OR 3}): WILL THIS PAYMENT CONTINUE ONLY AS LONG AS YOU LIVE, AS LONG AS EITHERYOU OR YOUR [HUSBAND/WIFE/PARTNER] LIVE, IS IT FOR A FIXED TIME PERIOD, OR WHAT? OTHERWISE: WILL THIS PAYMENT CONTINUE AS LONG AS YOU LIVE, IS IT FOR A FIXED TIME PERIOD, OR WHAT?
1 AS LONG AS R LIVES
2 AS LONG AS R OR SPOUSE/PARTNER LIVES
3 FOR A FIXED TIME PERIOD
4_____ OTHER (SPECIFY)
5 DK
6 RF
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|
If IF R IS MARRIED/PARTNERED (X065={1 or 3}): Will this payment continue only as long as you live, as long as eitheryou or your [husband/wife/partner] live, is it for a fixed time period, or what? OTHERWISE: Will this payment continue as long as you live, is it for a fixed time period, or what? = 3 »
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OKW051
What is that time period?
WHAT IS THAT TIME PERIOD?
1_____ UNTIL YEAR
2_____ UNTIL AGE
3_____ YEARS
4 DK
5 RF
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OKW054
If you or your [husband/wife/partner] should die, will the pension payments change, stay the same, or what?
IF YOU OR YOUR [HUSBAND/WIFE/PARTNER] SHOULD DIE, WILL THE PENSION PAYMENTS CHANGE, STAY THE SAME, OR WHAT?
2 STAY THE SAME
3_____ OTHER (SPECIFY)
5 DK
6 RF
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OKW018
How much did the rollover amount to?
HOW MUCH DID THE ROLLOVER AMOUNT TO?
1_____ AMOUNT
2 DK
3 RF
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OKW056
How much money did you withdraw or how much was the lump sum or cash settlement you received?
HOW MUCH MONEY DID YOU WITHDRAW OR HOW MUCH WAS THE LUMP SUM OR CASH SETTLEMENT YOU RECEIVED?
1_____ AMOUNT
2 DK
3 RF
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OKW057
What did you do with the money?
WHAT DID YOU DO WITH THE MONEY?
1 BOUGHT DURABLES
2 SPENT IT
3 SAVED/INVESTED
4 PAID OFF DEBT
5 ROLLED INTO IRA
6_____ OTHER (SPECIFY)
7 DK
8 RF
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If What type of plan is your [PLAN NAME] (plan)? = 1 or What type of plan is your [PLAN NAME] (plan)? = 3 or What type of plan is your [PLAN NAME] (plan)? = 8 »
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OKW028
Are the benefits adjusted for changes in the cost of living?
ARE THE BENEFITS ADJUSTED FOR CHANGES IN THE COST OF LIVING?
2 NO
3 DK
4 RF
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If Are the benefits adjusted for changes in the cost of living? = 1 »
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OKW059
Are the benefits adjusted automatically?
ARE THE BENEFITS ADJUSTED AUTOMATICALLY?
2 NO
3 DK
4 RF
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OKW034
How many years altogether were you included in this plan?
HOW MANY YEARS ALTOGETHER WERE YOU INCLUDED IN THIS PLAN?
1_____ YEARS
3 RF
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If PROXY/SELF INTERVIEW = SELF »
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OKW035
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?
1_____ AGE
2 ALREADY RECEIVING BENEFITS
4 RF
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If At what age do you expect to start receiving (the rest of your) benefits from this plan? was answered and At what age do you expect to start receiving (the rest of your) benefits from this plan? != 96 »
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OKW036
About how much do you expect these benefits to be, either as a percent of your pay when you left that job, or as an amount per month or year when you start receiving them?
ABOUT HOW MUCH DO YOU EXPECT THESE BENEFITS TO BE, EITHER AS A PERCENT OF YOUR PAY WHEN YOU LEFT THAT JOB, OR AS AN AMOUNT PER MONTH OR YEAR WHEN YOU START RECEIVING THEM?
1_____ PERCENT OF PAY
2_____ AMOUNT PER MONTH/YEAR
3_____ LUMP SUM
4 DK
5 RF
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If About how much do you expect these benefits to be, either as a percent of your pay when you left that job, or as an amount per month or year when you start receiving them? = 1 »
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OKW037
[IWER: ENTER PERCENT OF FINAL PAY]
[IWER: ENTER PERCENT OF FINAL PAY]
1_____ PERCENT
3 RF
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ElseIf About how much do you expect these benefits to be, either as a percent of your pay when you left that job, or as an amount per month or year when you start receiving them? = 2 »
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OKW038
[IWER: PROBE IF NECESSARY] How much do you expect to receive?
[IWER: PROBE IF NECESSARY] HOW MUCH DO YOU EXPECT TO RECEIVE?
1_____ AMOUNT
4 RF
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If [IWER: PROBE IF NECESSARY] How much do you expect to receive? was answered »
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OKW039
[IWER: PROBE IF NECESSARY] Is that per month or year? PER:
[IWER: PROBE IF NECESSARY] IS THAT PER MONTH OR YEAR? PER:
1_____ MONTH
2_____ YEAR
3_____ OTHER (SPECIFY)
5 RF
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OKW041
[IWER: ENTER LUMP SUM AMOUNT]
[IWER: ENTER LUMP SUM AMOUNT]
1_____ AMOUNT
2 DK
3 RF
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If How many years altogether were you included in this plan? !was assigned an EMPTY value »
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OKW042
What is the earliest age at which you could have left that job and begun to receive pension benefits from this plan?
WHAT IS THE EARLIEST AGE AT WHICH YOU COULD HAVE LEFT THAT JOB AND BEGUN TO RECEIVE PENSION BENEFITS FROM THIS PLAN?
1. AGE
2. NO AGE REQUIREMENT
3. DK
4. RF
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OK035
EVER ON LAYOFF/UNEMPLOYMENT
[F1]--HELP
OVER THE LAST 10 YEARS, SINCE ^FL10YEARSAGO, HAVE YOU EVER BEEN ON TEMPORARY LAYOFF, OR UNEMPLOYED AND LOOKING FOR WORK?
» INCLUDE CURRENT PERIOD IF R IS NOW LOOKING FOR WORK
1 Yes
5 No
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If EVER ON LAYOFF/UNEMPLOYMENT was answered and EVER ON LAYOFF/UNEMPLOYMENT != 5 No »
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OK036
EVER ON LAYOFF/UNEMPLOYMENT- # OF TIMES
HOW MANY TIMES HAVE YOU BEEN ON TEMPORARY LAYOFF OR UNEMPLOYED AND LOOKING FOR WORK?
# OF TIMES:
1..50
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OK038
ASSIST SECTION K
» HOW OFTEN DID R RECEIVE ASSISTANCE WITH ANSWERS IN SECTION K - LAST JOB?
1 Never
2 A few times
3 Most or all of the time
4 The section was done by a proxy reporter
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End of K. Last Job
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