K. Last Job

K. Last Job module of HRS 2014

Start of K. Last Job
 
If OZ076 = NEW INTERVIEW »
 
   
 
If OJ005 != WORKING NOW and WORKING FOR PAY != YES »
 
     
   
OK003

WORK FOR PAY MORE THAN FEW MOS

HAVE YOU EVER WORKED FOR PAY FOR MORE THAN A FEW MONTHS?
expand
     
   
If WORK FOR PAY MORE THAN FEW MOS != 5 No and WORK FOR PAY MORE THAN FEW MOS was answered »
 
       
     
OK004

LAST WRKED WHEN-YR

WHEN DID YOU LAST WORK FOR PAY?
YEAR:
OR
YEARS AGO:
expand
       
     
If LAST WRKED WHEN-YR was not answered »
 
         
       
OK005

LAST WRKED WHEN-YRS AGO

(WHEN DID YOU LAST WORK FOR PAY?)
YEAR:
OR
YEARS AGO:
expand
         
     
If LAST WRKED WHEN-YR < 2 YEARS AGO or LAST WRKED WHEN-YRS AGO < 2 YEARS AGO »
 
         
       
OK006

LAST WRKED-MO

IN WHAT MONTH WAS THAT?
expand
         
     
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) »
 
         
       
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'
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OK008

INDUSTRY - MASKED

^FLK008
         
       
OK010

TYPE WRK DONE - MASKED

WHAT SORT OF WORK DID YOU DO? (TELL ME A LITTLE MORE ABOUT WHAT YOU DID.)
         
       
OK011

HRS WRK PR WK

HOW MANY HOURS A WEEK DID YOU USUALLY WORK ^FLK011?
HOURS PER WEEK:
expand
         
       
If SELF/OTHER EMPLOYED != 2 Self-employed and OZ023 != 1.AHEAD (BORN BEFORE 1924) and OZ023 != 2. CODA (BORN 1924-1930) »
 
           
         
OK012

COULD REDUCE HRS IF WANTED

NOT COUNTING ANY OVERTIME HOURS, COULD YOU HAVE REDUCED THE NUMBER OF HOURS IN YOUR REGULAR WORK SCHEDULE?
expand
           
         
If COULD REDUCE HRS IF WANTED != 5 No and COULD REDUCE HRS IF WANTED was answered »
 
             
           
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?
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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:
expand
         
       
If SELF/OTHER EMPLOYED != 2 Self-employed and OZ023 != 1.AHEAD (BORN BEFORE 1924) and OZ023 != 2. CODA (BORN 1924-1930) »
 
           
         
OK039

LAST JOB SALARIED OR HOURLY

WERE YOU SALARIED ON THAT JOB, PAID BY THE HOUR, OR WHAT?
expand
           
       
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:
expand
         
       
If EARNINGS WHEN LEFT != 0 and EARNINGS WHEN LEFT was answered »
 
           
         
OK016

EARNINGS WHEN LEFT- PER

(HOW MUCH WERE YOU EARNING, BEFORE DEDUCTIONS, WHEN YOU ^FLK015)
AMOUNT: ^K015_
PER:
expand
           
       
If SELF/OTHER EMPLOYED != 2 Self-employed and OZ023 != 1.AHEAD (BORN BEFORE 1924) and OZ023 != 2. CODA (BORN 1924-1930) »
 
           
         
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:
expand
           
         
If # OF EMPLOYEES AT LOCATION was not answered »
 
             
           
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?
expand
             
         
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:
expand
           
         
If TOTAL # OF EMPLOYEES was not answered »
 
             
           
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?
expand
             
     
OK022

START WRK-YR

WHEN DID YOU START WORKING FOR ^FLTHATEMP?
YEAR:
OR
YEARS AGO:
OR
AT AGE:
expand
       
     
If START WRK-YR was not answered »
 
         
       
OK023

START WRK-YRS AGO

(WHEN DID YOU START WORKING FOR ^FLTHATEMP?)
YEAR:
OR
YEARS AGO:
OR
AT AGE:
expand
         
       
If START WRK-YRS AGO was assigned an EMPTY value »
 
           
         
OK024

START WRK- AT AGE

(WHEN DID YOU START WORKING FOR ^FLTHATEMP?)
YEAR:
OR
YEARS AGO:
OR
AT AGE:
expand
           
     
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) »
 
         
       
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:
expand
         
       
If EARNINGS WHEN STARTED was answered and EARNINGS WHEN STARTED != 0 »
 
           
         
OK026

EARNINGS WHEN STARTED- PER

(HOW MUCH WERE YOU EARNING, BEFORE TAXES AND OTHER DEDUCTIONS, WHEN YOU STARTED?)
AMOUNT: ^K025_
PER:
expand
           
       
If SELF/OTHER EMPLOYED != 2 Self-employed and OZ023 != 1.AHEAD (BORN BEFORE 1924) and OZ023 != 2. CODA (BORN 1924-1930) »
 
           
         
OK028

UNION CONTRACT/EMPLOYEE CONTRACT

WERE YOU COVERED ON THAT JOB BY A UNION OR EMPLOYEE-ASSOCIATION CONTRACT?
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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
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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.
expand
           
         
If INCLUDED IN PENSION PLAN != 5 No and INCLUDED IN PENSION PLAN was answered »
 
             
           
OK032

# PENSION PLANS

[F1]--HELP
IN HOW MANY DIFFERENT PENSION PLANS WERE YOU INCLUDED ON THIS JOB?
1-8 PLANS
expand
             
           
If # PENSION PLANS = 98 »
 
               
             
OK033

ONE PLAN OR MORE

IS THIS JUST ONE PLAN OR 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)?
             
           
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 »
 
               
             
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]?
expand
               
             
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 »
 
                 
               
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
                 
             
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?
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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?
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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?
expand
               
             
OKW009

How much is in that account now?

HOW MUCH IS IN THAT ACCOUNT NOW?
expand
               
             
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
               
             
OKW013

How much did you (convert to/purchase as) an annuity?

HOW MUCH DID YOU (CONVERT TO/PURCHASE AS) AN ANNUITY?
expand
               
             
OKW014

How old were you when you started receiving benefits?

HOW OLD WERE YOU WHEN YOU STARTED RECEIVING BENEFITS?
expand
               
             
OKW015

How much are the benefits per month or year?

HOW MUCH ARE THE BENEFITS PER MONTH OR YEAR?
expand
               
             
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 »
 
                 
               
OKW016

Is that per month or year?

IS THAT PER MONTH OR YEAR?
expand
                 
             
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?
expand
               
             
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 »
 
                 
               
OKW051

What is that time period?

WHAT IS THAT TIME PERIOD?
expand
                 
             
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?
expand
               
             
OKW018

How much did the rollover amount to?

HOW MUCH DID THE ROLLOVER AMOUNT TO?
expand
               
             
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?
expand
               
             
OKW057

What did you do with the money?

WHAT DID YOU DO WITH THE MONEY?
expand
               
           
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 »
 
               
             
OKW028

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

ARE THE BENEFITS ADJUSTED FOR CHANGES IN THE COST OF LIVING?
expand
               
             
If Are the benefits adjusted for changes in the cost of living? = 1 »
 
                 
               
OKW059

Are the benefits adjusted automatically?

ARE THE BENEFITS ADJUSTED AUTOMATICALLY?
expand
                 
             
OKW034

How many years altogether were you included in this plan?

HOW MANY YEARS ALTOGETHER WERE YOU INCLUDED IN THIS PLAN?
expand
               
             
If PROXY/SELF INTERVIEW = SELF »
 
                 
               
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?
expand
                 
               
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 »
 
                   
                 
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?
expand
                   
                 
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 »
 
                     
                   
OKW037

[IWER: ENTER PERCENT OF FINAL PAY]

[IWER: ENTER PERCENT OF FINAL PAY]
expand
                     
                 
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 »
 
                     
                   
OKW038

[IWER: PROBE IF NECESSARY] How much do you expect to receive?

[IWER: PROBE IF NECESSARY] HOW MUCH DO YOU EXPECT TO RECEIVE?
expand
                     
                   
If [IWER: PROBE IF NECESSARY] How much do you expect to receive? was answered »
 
                       
                     
OKW039

[IWER: PROBE IF NECESSARY] Is that per month or year? PER:

[IWER: PROBE IF NECESSARY] IS THAT PER MONTH OR YEAR? PER:
expand
                       
                 
Else
 
                     
                   
OKW041

[IWER: ENTER LUMP SUM AMOUNT]

[IWER: ENTER LUMP SUM AMOUNT]
expand
                     
             
If How many years altogether were you included in this plan? !was assigned an EMPTY value »
 
                 
               
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?
expand
                 
         
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
expand
           
         
If EVER ON LAYOFF/UNEMPLOYMENT was answered and EVER ON LAYOFF/UNEMPLOYMENT != 5 No »
 
             
           
OK036

EVER ON LAYOFF/UNEMPLOYMENT- # OF TIMES

HOW MANY TIMES HAVE YOU BEEN ON TEMPORARY LAYOFF OR UNEMPLOYED AND LOOKING FOR WORK?
# OF TIMES:
expand
             
   
OK038

ASSIST SECTION K

» HOW OFTEN DID R RECEIVE ASSISTANCE WITH ANSWERS IN SECTION K - LAST JOB?
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End of K. Last Job