J2. Assets and Income (Respondent)

This module records information about respondent's pension and will.

item label type description
J2_HHID Question HOUSEHOLD IDENTIFIER
J2_PN Question PERSON NUMBER
J2_FSUBHH Question 1998 SUB-HOUSEHOLD IDENTIFIER
J2_ESUBHH Question 1996 SUB-HOUSEHOLD IDENTIFIER
J2_DSUBHH Question 1995 SUB-HOUSEHOLD IDENTIFIER
J2_FPN_SP Question 1998 SPOUSE/PARTNER PERSON NUMBER
J2_FCSR Question 1998 WHETHER COVERSHEET RESPONDENT
J2_FFAMR Question 1998 WHETHER FAMILY RESPONDENT
J2_FFINR Question 1998 WHETHER FINANCIAL RESPONDENT
J2_FQNR Question 1998 QUESTIONNAIRE
J2_F5083_1 Question J191.PENSION LOOP
J2_F5083_2 Question J191.PENSION LOOP
F5084_1 Question J192.TYPE A PENSION
J2_F5084_2 Question J192.TYPE A PENSION
J193 Question J193TELL ABOUT PENS EARLIER
J2_F5085_2 Question J193TELL ABOUT PENS EARLIER
F5086_1 Question J194.WHEN RECEIVE PENS MONTH
J2_F5086_2 Question J194.WHEN RECEIVE PENS MONTH
F5087_1 Question J195.WHEN RECEIVE PENS YEAR
J2_F5087_2 Question J195.WHEN RECEIVE PENS YEAR
F5088_1 Question J196.AMOUNT CASH SETTLEMENT
J2_F5088_2 Question J196.AMOUNT CASH SETTLEMENT
F5089_1 Question J197.TYPE B PENSION
J2_F5089_2 Question J197.TYPE B PENSION
F5090_1 Question J198.AMOUNT IN ACCOUNT
J2_F5090_2 Question J198.AMOUNT IN ACCOUNT
F5091_1 Question J199.AGE WHEN ANNUITY STARTED
J2_F5091_2 Question J199.AGE WHEN ANNUITY STARTED
F5092_1 Question J200.AMOUNT OF BENEFITS
J2_F5092_2 Question J200.AMOUNT OF BENEFITS
F5093_1 Question J200P.AMOUNT OF BENEFITS-PER
J2_F5093_2 Question J200P.AMOUNT OF BENEFITS-PER
F5529 Question J323.R HAS WILL
F5530 Question J324.WILL FAMILY
F5531 Question J325.WILL CHILDREN
F5532M1 Question J326.WILL-WHICH CHILD-1
J2_F5532M2 Question J326.WILL-WHICH CHILD-1
J2_F5532M3 Question J326.WILL-WHICH CHILD-1
J2_F5532M4 Question J326.WILL-WHICH CHILD-1
J2_F5532M5 Question J326.WILL-WHICH CHILD-1
J2_F5532M6 Question J326.WILL-WHICH CHILD-1
J2_F5532M7 Question J326.WILL-WHICH CHILD-1
J2_F5532M8 Question J326.WILL-WHICH CHILD-1
J2_F5532M9 Question J326.WILL-WHICH CHILD-1
J2_F5532M10 Question J326.WILL-WHICH CHILD-1
F5533 Question J328.WILL-EQUALLY
F5534 Question J329.WILL GRANDKIDS
F5535M1 Question J329A.WHICH CHILD WILL GRANDCHILD
J2_F5535M2 Question J329A.WHICH CHILD WILL GRANDCHILD
J2_F5535M3 Question J329A.WHICH CHILD WILL GRANDCHILD
J2_F5535M4 Question J329A.WHICH CHILD WILL GRANDCHILD
F5536 Question J330.WILL CHARITY
JASSIST Question ASSIST SEC J
J2_FVERSION Question DATA RELEASE VERSION
Start of J2. Assets and Income (Respondent)
 
If RECORDS INDICATE R WAS NOT EXPECTING TYPE B PENSION »
 
   
 
F5084_1

J192.TYPE A PENSION

J192- [Q-5083-J191.(J35XS)PENSION LOOP]. OUR RECORDS SHOW THAT AS OF 4 YEARS AGO, IN (1994/1995), YOU WERE EXPECTING FUTURE BENEFITS FROM A JOB IF {WHEN Q297 IS ("| ") AND Q295 IS (Q5083)} WHERE YOU WORKED FROM APPROXIMATELY [Q298-PREV WAVE OLD EMPLOYER BEGINNING YEAR] UNTIL [Q299-PREV WAVE OLD EMPLOYER ENDING YEAR]. ELSE AT [Q297-PREV WAVE OLD EMPLOYER NAME] WHERE YOU WORKED FROM APPROXIMATELY [Q298-PREV WAVE OLD EMPLOYER BEGINNING YEAR] UNTIL [Q299-PREV WAVE OLD EMPLOYER ENDING YEAR]. END ARE YOU STILL EXPECTING FUTURE BENEFITS, ARE YOU RECEIVING BENEFITS NOW, DID YOU RECEIVE A CASH SETTLEMENT, HAVE YOU LOST YOUR BENEFITS, OR WHAT?
   
 
If J192.TYPE A PENSION = 2 »
 
     
   
J193

J193TELL ABOUT PENS EARLIER

J193. DID YOU TELL ME ABOUT THESE PENSION BENEFITS EARLIER IN THE INTERVIEW?
     
 
If J192.TYPE A PENSION = 3 »
 
     
   
F5086_1

J194.WHEN RECEIVE PENS MONTH

J194. WHEN DID YOU RECEIVE IT? MONTH: YEAR:
     
   
F5087_1

J195.WHEN RECEIVE PENS YEAR

J195.WHEN RECEIVE PENS YEAR
     
   
F5088_1

J196.AMOUNT CASH SETTLEMENT

J196. HOW MUCH WAS THE CASH SETTLEMENT? AMOUNT:
     
If RECORDS INDICATE R WAS NOT EXPECTING TYPE A PENSION »
 
   
 
F5089_1

J197.TYPE B PENSION

J197- [Q-5083-J191.(J35XS)PENSION LOOP]. OUR RECORDS SHOW THAT AS OF 4 YEARS AGO, IN (1994/1995), IF {WHEN Q297 IS ("| ") AND Q295 IS (Q5083)} YOU HAD A PENSION ACCOUNT FROM A JOB WHERE YOU WORKED FROM APPROXIMATELY [Q298-PREV WAVE OLD EMPLOYER BEGINNING YEAR] UNTIL [Q299-PREV WAVE OLD EMPLOYER ENDING YEAR]. ELSE YOU HAD A PENSION ACCOUNT FROM A JOB AT [Q297-PREV WAVE OLD EMPLOYER NAME] WHERE YOU WORKED FROM APPROXIMATELY [Q298- PREV WAVE OLD EMPLOYER BEGINNING YEAR] UNTIL [Q299- PREV WAVE OLD EMPLOYER ENDING YEAR]. END DO YOU STILL HAVE THAT PENSION ACCOUNT, DID YOU WITHDRAW THE MONEY, ROLL IT OVER INTO AN IRA, CONVERT THE ACCOUNT TO AN ANNUITY, OR WHAT?
   
 
F5090_1

J198.AMOUNT IN ACCOUNT

J198- [Q-5083-J191.(J35XS)PENSION LOOP]. IF Q5089 IS (3) ABOUT HOW MUCH MONEY WAS WITHDRAWN? ELSE Q5089 IS (4) ABOUT HOW MUCH MONEY WAS CONVERTED TO AN ANNUITY? ELSE ABOUT HOW MUCH MONEY IS IN THAT ACCOUNT AT THE PRESENT TIME? END AMOUNT:
   
 
If J197.TYPE B PENSION = 4 »
 
     
   
F5091_1

J199.AGE WHEN ANNUITY STARTED

J199- [Q-5083-J191.(J35XS)PENSION LOOP]. HOW OLD WERE YOU WHEN THAT ANNUITY STARTED? AGE:
     
 
If J192.TYPE A PENSION = 2 »
 
     
   
F5092_1

J200.AMOUNT OF BENEFITS

J200- [Q-5083-J191.(J35XS)PENSION LOOP]. HOW MUCH ARE THE BENEFITS PER MONTH OR YEAR? AMOUNT: PER:
     
 
F5093_1

J200P.AMOUNT OF BENEFITS-PER

J200P.AMOUNT OF BENEFITS-PER
   
F5529

J323.R HAS WILL

J323. DO YOU CURRENTLY HAVE A WILL THAT IS WRITTEN AND WITNESSED?
 
If J323.R HAS WILL = 1 or J323.R HAS WILL = 2 or J323.R HAS WILL = 3 »
 
   
 
F5530

J324.WILL FAMILY

J324. HAVE YOU MADE PROVISIONS IN YOUR (WILL/WILL OR TRUST/TRUST) FOR ANY FAMILY MEMBERS (OTHER THAN YOUR HUSBAND/OTHER THAN YOUR WIFE/OTHER THAN YOUR PARTNER/...)?
   
 
If R DOES HAVE CHILDREN or STEP-CHILDREN »
 
     
   
F5531

J325.WILL CHILDREN

J325. DOES THAT INCLUDE ANY CHILD OR STEP-CHILD?
     
   
If J325.WILL CHILDREN = 1 »
 
       
     
F5532M1

J326.WILL-WHICH CHILD-1

J326. WHICH CHILD IS THAT? CHOOSE ALL THAT APPLY IF ONLY ONE CHILD APPEARS, SELECT AND MOVE ON
       
     
If J326.WILL-WHICH CHILD-1 != 38 »
 
         
       
F5533

J328.WILL-EQUALLY

J328. DOES THAT DOCUMENT PROVIDE FOR ALL YOUR CHILDREN ABOUT EQUALLY?
         
 
If R DOES HAVE GRANDCHILDREN »
 
     
   
F5534

J329.WILL GRANDKIDS

J329. DOES THAT DOCUMENT INCLUDE ANY GRANDCHILD DIRECTLY?
     
   
F5535M1

J329A.WHICH CHILD WILL GRANDCHILD

J329A. WHICH OF YOUR CHILDREN IS THE PARENT OF THAT GRANDCHILD? CHOOSE ALL THAT APPLY
     
 
F5536

J330.WILL CHARITY

J330. HAVE YOU MADE PROVISIONS FOR ANY CHARITIES IN YOUR WILL OR TRUST?
   
JASSIST

ASSIST SEC J

JASSIST IWER: HOW OFTEN DID R RECEIVE ASSISTANCE WITH ANSWERS IN SECTION J - INCOME AND ASSETS?
 
End of J2. Assets and Income (Respondent)
Start of J2. Assets and Income (Respondent)

If RECORDS INDICATE R WAS NOT EXPECTING TYPE B PENSION »

|  ========================================================================
F5084_1
J192.TYPE A PENSION

J192- [Q-5083-J191.(J35XS)PENSION LOOP]. OUR RECORDS SHOW THAT AS OF 4 YEARS AGO, IN (1994/1995), YOU WERE EXPECTING FUTURE BENEFITS FROM A JOB IF {WHEN Q297 IS ("| ") AND Q295 IS (Q5083)} WHERE YOU WORKED FROM APPROXIMATELY [Q298-PREV WAVE OLD EMPLOYER BEGINNING YEAR] UNTIL [Q299-PREV WAVE OLD EMPLOYER ENDING YEAR]. ELSE AT [Q297-PREV WAVE OLD EMPLOYER NAME] WHERE YOU WORKED FROM APPROXIMATELY [Q298-PREV WAVE OLD EMPLOYER BEGINNING YEAR] UNTIL [Q299-PREV WAVE OLD EMPLOYER ENDING YEAR]. END ARE YOU STILL EXPECTING FUTURE BENEFITS, ARE YOU RECEIVING BENEFITS NOW, DID YOU RECEIVE A CASH SETTLEMENT, HAVE YOU LOST YOUR BENEFITS, OR WHAT?

If J192.TYPE A PENSION (F5084_1) = 2 »

| |  ========================================================================
| | 
J193
J193TELL ABOUT PENS EARLIER

J193. DID YOU TELL ME ABOUT THESE PENSION BENEFITS EARLIER IN THE INTERVIEW?

If J192.TYPE A PENSION (F5084_1) = 3 »

| |  ========================================================================
| | 
F5086_1
J194.WHEN RECEIVE PENS MONTH

J194. WHEN DID YOU RECEIVE IT? MONTH: YEAR:

| |  ========================================================================
| | 
F5087_1
J195.WHEN RECEIVE PENS YEAR

J195.WHEN RECEIVE PENS YEAR

| |  ========================================================================
| | 
F5088_1
J196.AMOUNT CASH SETTLEMENT

J196. HOW MUCH WAS THE CASH SETTLEMENT? AMOUNT:

If RECORDS INDICATE R WAS NOT EXPECTING TYPE A PENSION »

|  ========================================================================
F5089_1
J197.TYPE B PENSION

J197- [Q-5083-J191.(J35XS)PENSION LOOP]. OUR RECORDS SHOW THAT AS OF 4 YEARS AGO, IN (1994/1995), IF {WHEN Q297 IS ("| ") AND Q295 IS (Q5083)} YOU HAD A PENSION ACCOUNT FROM A JOB WHERE YOU WORKED FROM APPROXIMATELY [Q298-PREV WAVE OLD EMPLOYER BEGINNING YEAR] UNTIL [Q299-PREV WAVE OLD EMPLOYER ENDING YEAR]. ELSE YOU HAD A PENSION ACCOUNT FROM A JOB AT [Q297-PREV WAVE OLD EMPLOYER NAME] WHERE YOU WORKED FROM APPROXIMATELY [Q298- PREV WAVE OLD EMPLOYER BEGINNING YEAR] UNTIL [Q299- PREV WAVE OLD EMPLOYER ENDING YEAR]. END DO YOU STILL HAVE THAT PENSION ACCOUNT, DID YOU WITHDRAW THE MONEY, ROLL IT OVER INTO AN IRA, CONVERT THE ACCOUNT TO AN ANNUITY, OR WHAT?

|  ========================================================================
F5090_1
J198.AMOUNT IN ACCOUNT

J198- [Q-5083-J191.(J35XS)PENSION LOOP]. IF Q5089 IS (3) ABOUT HOW MUCH MONEY WAS WITHDRAWN? ELSE Q5089 IS (4) ABOUT HOW MUCH MONEY WAS CONVERTED TO AN ANNUITY? ELSE ABOUT HOW MUCH MONEY IS IN THAT ACCOUNT AT THE PRESENT TIME? END AMOUNT:

If J197.TYPE B PENSION (F5089_1) = 4 »

| |  ========================================================================
| | 
F5091_1
J199.AGE WHEN ANNUITY STARTED

J199- [Q-5083-J191.(J35XS)PENSION LOOP]. HOW OLD WERE YOU WHEN THAT ANNUITY STARTED? AGE:

If J192.TYPE A PENSION (F5084_1) = 2 »

| |  ========================================================================
| | 
F5092_1
J200.AMOUNT OF BENEFITS

J200- [Q-5083-J191.(J35XS)PENSION LOOP]. HOW MUCH ARE THE BENEFITS PER MONTH OR YEAR? AMOUNT: PER:

|  ========================================================================
F5093_1
J200P.AMOUNT OF BENEFITS-PER

J200P.AMOUNT OF BENEFITS-PER

========================================================================
F5529
J323.R HAS WILL

J323. DO YOU CURRENTLY HAVE A WILL THAT IS WRITTEN AND WITNESSED?

If J323.R HAS WILL (F5529) = 1 or J323.R HAS WILL (F5529) = 2 or J323.R HAS WILL (F5529) = 3 »

|  ========================================================================
F5530
J324.WILL FAMILY

J324. HAVE YOU MADE PROVISIONS IN YOUR (WILL/WILL OR TRUST/TRUST) FOR ANY FAMILY MEMBERS (OTHER THAN YOUR HUSBAND/OTHER THAN YOUR WIFE/OTHER THAN YOUR PARTNER/...)?

If R DOES HAVE CHILDREN or STEP-CHILDREN »

| |  ========================================================================
| | 
F5531
J325.WILL CHILDREN

J325. DOES THAT INCLUDE ANY CHILD OR STEP-CHILD?

| |  If J325.WILL CHILDREN (F5531) = 1 »

| | |  ========================================================================
| | | 
F5532M1
J326.WILL-WHICH CHILD-1

J326. WHICH CHILD IS THAT? CHOOSE ALL THAT APPLY IF ONLY ONE CHILD APPEARS, SELECT AND MOVE ON

| | |  If J326.WILL-WHICH CHILD-1 (F5532M1) != 38 »

| | | |  ========================================================================
| | | | 
F5533
J328.WILL-EQUALLY

J328. DOES THAT DOCUMENT PROVIDE FOR ALL YOUR CHILDREN ABOUT EQUALLY?

If R DOES HAVE GRANDCHILDREN »

| |  ========================================================================
| | 
F5534
J329.WILL GRANDKIDS

J329. DOES THAT DOCUMENT INCLUDE ANY GRANDCHILD DIRECTLY?

| |  ========================================================================
| | 
F5535M1
J329A.WHICH CHILD WILL GRANDCHILD

J329A. WHICH OF YOUR CHILDREN IS THE PARENT OF THAT GRANDCHILD? CHOOSE ALL THAT APPLY

|  ========================================================================
F5536
J330.WILL CHARITY

J330. HAVE YOU MADE PROVISIONS FOR ANY CHARITIES IN YOUR WILL OR TRUST?

========================================================================
JASSIST
ASSIST SEC J

JASSIST IWER: HOW OFTEN DID R RECEIVE ASSISTANCE WITH ANSWERS IN SECTION J - INCOME AND ASSETS?

End of J2. Assets and Income (Respondent)