Family

Family Demographic 

Measure Question HRS MHAS ELSA SHARE KLoSA JSTAR CRELES TILDA CHARLS
Household size no of people in hh w1-w13 w1-w3 w1-w8 w1-w2, w4-w7 w1-w6 w2-w3 w1-w5 w1 w1-w2, w4
Children no of living w1-w13 w1-w3 w1-w8 w1-w2, w4-w7 w1-w6 w1-w3 w1-w5 w1 w1-w2, w4
no of deceased w2 -w13 w1-w3 - w3, w7 w2-w6 - - w1 w1-w2, w4
no of ever born w1-w13 w1-w3 - - - - w1-w5 - -
Grandchildren no of living w1-w13 w1-w3 w1-w8* w1-w2, w4-w7 w1-w6 - - - -
Siblings (sisters/brother) no of living w1-w13 w1-w3 w1-w8 w1-w2, w4-w7 w1-w6 - - w1 w1-w4
no of deceased w3-w13 w1-w3 - - w2-w6 - - - w1-w4
Parents (mother/father) no of living w1-w13 w1-w3 w1-w8 w1-w2, w4-w7 w1-w6 w1-w3 w1-w5 w1 w1-w4
- - - - - - mother's mortality was asked in w1-w5, while father's was asked only w4-w5 - -
age current/ at death w1-w13 w1-w3 w1-w8 w1-w2, w4-w7 w1-w6 w1-w3 w1-w5 w1 w1-w4
years of education w1-w13 w1-w3 w6-w8 - w1-w6 - - w1 w1-w4
*grandchildren or great-grandchildren

Family Contact 

Question HRS MHAS ELSA SHARE KLoSA JSTAR CRELES TILDA CHARLS
wave w1-w13 w1-w3 w1-w8 w1-w2, w4-w7 w1-w6 w1 -w3 w1-w5 w1 w1-w2, w4
Children co-reside ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
lives close by within 10 miles same city w8 within a 30-min distance within a 30-min distance   same city same county same city or county
any weekly contact w3-w13 ✓ ✓ ✓ ✓ ✓ ✓   ✓
method of contact in person/
phone/
mail/
email		 in person/
phone/
email		 in person/
phone/
mail/
email/text		 in person/
phone/
mail		 in person/
phone/
email		 phone/
mail		 in person   in person/
phone/
mail/
email
Relatives & friends any weekly contact parents only & monthly (w3-w13) ✓ ✓ parents only ✓ ✓ ✓ w1-w2 parents only
method of contact phone/
mail/
email		 any in person/
phone/
mail/
email/text		 in person/
phone/
mail		 in person (parents only)/
phone/
mail/
email		 in person   any in person
questions related to email contact are only available from w8-w13 questions related to contact via text are only available from w6-w8 questions related to children are asked in hh level in w1, and
ind level from w2-w6

Financial Transfer 

Measure Context HRS MHAS ELSA SHARE KLoSA JSTAR CRELES TILDA CHARLS
Financial transfer to children/grandchildren wave w1-w13 w1-w2 w4-w8 w1-w2, w4-w7 w1-w6 - - w1 w1-w2, w4
respondent type family respondent family respondent family respondent family respondent family respondent - - family respondent family respondent
any transfer w1-w13 w1-w2 w4-w8 w1-w2, w4-w7 w1-w6 - - w1 w1-w2, w4
amount of transfer w1-w13 w1-w2 - w1-w2 w1-w6 - - w1-w2 w1-w2, w4
minimum amount hrs2, ahd2 ($100);
w1, ahd1, hrs3, w4 -w13 ($500)		 2,400 pesos and 5,000 pesos 0 250 Euro 0 - - 250 Euro 0
time period w1, ahd1, hrs2 (1yr);
ahd2, hrs3, w4-13 (2yrs)		 2yrs last 4 weeks 1yr 1yr - - 2yrs 1yr
recipient each child/grandchild (not in w1 & hrs2) separately children/grandchildren altogether children/grandchildren separately children/grandchildren separately children - -   w1 & w2 (each non-coresident child/grandchild separately), w4 (children, including coresident)
included all the financial help, loan, payment of expenses, education help starts on w4, gift financial or in-kind support - any financial or material gift or support any financial or material gift or support - - financial aid or in-kind support monetary, gift, money for special occasion, education medical and other
excluded in-kind transfer, shared food, shared house housing, shared meals, daily expenses lottery loans, donation to charity shared housing or meals - - shared food or housing -
Financial transfer to parents wave w1-w13 (not in ahd1, ahd2) w1-w2 - w1-w2, w4-w7 w1-w6 - - w1 w1-w2, w4
respondent type family respondent respondent and spouse - family respondent family respondent - - family respondent family respondent
any transfer w1-w13 w1-w2 - w1-w2, w4-w7 w1-w6 - - w1 w1-w2, w4
amount of transfer w1-w13 w1-w2 - w1-w2 w1-w6 - - w1 w1-w2, w4
minimum amount hrs2 ($100); w1, hrs3 , w4 -w13 ($500) 5000 pesos - 250 Euro 0 - - 250 Euro 0
time period w1, hrs2 (1yr); hrs3, w4 -w13 (2yrs) 2yrs - 1yr 1yr - - 2yrs 1yr
recipient hrs2, hrs3 (both parents and/or parent in-law together);
w1, w4 -w12 (parents and/or parents in-law separately)
w4-w12 (both deceased and/or alive)		 parents - parents & parents-in-law w1 (non-coresiding parents & parents-in-law), w2-w6 (all parents & parents-in-law) - -   non-coresident parents and parents in-law separately
included all the financial help, loan, payment of expenses all financial costs including rent - any financial or material gift or support any financial or material gift or support - - financial aid or in-kind support monetary, gift, money for special occasion, education medical and other
excluded in-kind transfer, shared food, shared house shared housing or meals - loans, donation to charity shared housing or meals - - shared food or housing -
Financial transfer to relatives wave w2-w13 (not in w1) - w4-w8 w1-w2, w4-w7 w1-w6 - - - w1-w2, w4
respondent type family respondent - family respondent family respondent family respondent - - - respondent
any transfer w2-w13 - w4-w8 w1-w2, w4-w7 w1-w6 - - - w1
amount of transfer w2-w13 - - w1-w2 w1-w6 - - - w1-w2, w4
minimum amount hrs2, ahd2 ($100); ahd1, hrs3, w4 -13 ($500) - 0 250 Euro 0 - - - 0
time period w2a, hrs2 (1yr);ahd2, hrs3, w4-w13 (2yrs) - last 4 weeks 1yr 1yr - - - 1yr
recipient combine the question with the amount given to friends. ahd1 specifies any person besides grandchildren and children - relatives other than children/grandchildren all relatives w1 (non-coresding relatives), w2-w6 (all relatives) - - - non-coresident other relatives and non-coresident other non-relatives
included all the financial help, loan, payment of expenses - - any financial or material gift or support any financial or material gift or support - - - monetary, gift, money for special occasion, education medical and other
excluded in-kind transfer, shared food, shared house - lottery loans, donation to charity shared housing or meals - - - w2 (borrowing money)
Financial transfer to friends wave w2-w13 (not in w1) - w4-w8 w1-w2, w4-w7 - - - - w1-w2, w4
respondent type family respondent - family respondent family respondent - - - - respondent
any transfer w2-w13 - w4-w8 w1-w2, w4-w7 - - - - w1-w2, w4
amount of transfer w2-w13 - - w1-w2 - - - - w1-w2, w4
minimum amount hrs2, ahd2 ($100); ahd1, hrs3, w4 -w13 ($500) - 0 250 Euro - - - - 0
time period w2a, hrs2 (1yr); ahd2, hrs3, w4-w13 (2yrs) - last 4 weeks 1yr - - - - 1yr
recipient combine the question with the amount given to relatives. ahd1 specifies any person besides grandchildren and children - other non-relatives other non-relatives - - - - non-coresident other relatives and non-coresident other non-relatives
included all the financial help, loan, payment of expenses - - any financial or material gift or support - - - - monetary, gift, money for special occasion, education medical and other
excluded in-kind transfer, shared food, shared house - lottery loans, donation to charity - - - - w2 (borrowing money)
Financial transfer from children/grandchildren wave w2 -w13 (not in w1 & ahd1) - - w1-w2, w4-w7 w1-w6 w1-w3 w4-w5 w1 w1-w2, w4
respondent type family respondent - - family respondent family respondent family respondent family respondent family respondent family respondent
any transfer w2-w13 - - w1-w2, w4-w7 w1-w6 w1-w3 w4-w5 w1 w1-w2, w4
amount of transfer w2-w13 - - w1-w2 w1-w6 w1-w3 - w1 w1-w2, w4
minimum amount hrs2, ahd2 ($100); hrs3, w4-w13 ($500) - - 250 Euro 0 0 50,000 colones 250 Euro 0
time period hrs2 (1yr); ahd2, hrs3, w4-13 (2yrs) - - 1yr 1yr 1yr 1yr 2yrs 1yr
recipient each child/grandchild (not in w1, hrs2 & hrs3) separately - - children and grandchildren children anyone other than spouse children - w1 & w2 (each non-coresident child/grandchild separately), w4 (children, including coresident)
included all the financial help, loan, payment of expenses - - any financial or material gift or support any financial or material gift or support any monetary transfer and non-cash income for living expenses household expenses such as rent, food, bills, medical expenditures, clothes, financial aid or in-kind support monetary, gift, money for special occasion, education medical and other
excluded in-kind transfer, shared food, shared house - - loans, donation to charity shared housing or meals - - shared food or housing -
Financial transfer from parents wave w2-w13 (not in w1, ahd1, ahd2) - - w1-w2, w4-w7 w1 - w6 - w4-w5 w1 w1-w2, w4
respondent type family respondent - - family respondent family respondent - family respondent family respondent family respondent
any transfer w2-w13 - - w1-w2, w4-w7 w1 - w6 - w4-w5 w1 w1-w2, w4
amount of transfer w2-w13 - - w1-w2 w1-w6 - - w1 w1-w2, w4
minimum amount hrs2 ($100); hrs3, w4-w13 ($500) - - 250 Euro 0 - 50,000 colones 250 Euro 0
time period hrs3 (1yr); hrs3, w4-w13 (2yrs) - - 1yr 1yr - 1yr 2yrs 1yr
recipient hrs2, hrs3 (both parents and/or parent in-law together);
w1, w4 -w13 (parents and/or parents in-law separately)
w4-w13 (both deceased and/or alive)		 - - parents & parents-in-law w1 (non-coresiding parents & parents-in-law), w2-w6 (all parents & parents-in-law) - parents & parents-in-law - non-coresident parents and parents in-law separately
included all the financial help, loan, payment of expenses - - any financial or material gift or support any financial or material gift or support - household expenses such as rent, food, bills, medical expenditures, clothes, financial aid or in-kind support monetary, gift, money for special occasion, education medical and other
excluded in-kind transfer, shared food, shared house, inheritance - - loans, donation to charity shared housing or meals - - shared food or housing -
Financial transfer from relatives wave w2-w13 (not in w1, ahd1) - - w1-w2, w4-w7 w1 - w6 - - - w1-w2, w4
respondent type family respondent - - family respondent family respondent - - - family respondent
any transfer w2-w13 - - w1-w2, w4-w7 w1 - w6 - - - w1-w2, w4
amount of transfer w2-w13 - - w1-w2 w1-w6 - - - w1-w2, w4
minimum amount hrs2, ahd2 ($100); hrs3, w4-w13 ($500) - - 250 Euro 0 - - - 0
time period hrs2 (1yr); ahd2, hrs3, w4-w13 (2yrs) - - 1yr 1yr - - - 1yr
recipient combine the question with the amount given to friends - - individuals specified by relationship code w1 (non-coresding relatives), w2-w6 (all relatives) - - - non-coresident other relatives and non-coresident other non-relatives
included all the financial help, loan, payment of expenses - - any financial or material gift or support any financial or material gift or support - - - monetary, gift,money for special occasion, education medical and other
excluded in-kind transfer, shared food, shared house - - loans, donation to charity shared housing or meals - - - -
Financial transfer from friends wave w2-w13 (not in w1, ahd1) - - w1-w2, w4-w7 - - - - w1-w2, w4
respondent type family respondent - - family respondent - - - - family respondent
any transfer w2-w13 - - w1-w2, w4-w7 - - - - w1
amount of transfer w2-w13 - - w1-w2 - - - - w1-w2, w4
minimum amount hrs2, ahd2 ($100); hrs3, w4-w13 ($500) - - 250 Euro - - - - 0
time period hrs2 (1yr); ahd2, hrs3, w4-w13 (2yrs) - - 1yr - - - - 1yr
recipient combine the question with the amount given to relatives - - individuals specified by relationship code - - - - non-coresident other relatives and non-coresident other non-relatives
included all the financial help, loan, payment of expenses - - any financial or material gift or support - - - - monetary, gift,money for special occasion, education medical and other
excluded in-kind transfer, shared food, shared house - - loans, donation to charity - - - - -

Informal Care 

Measure Question HRS* MHAS ELSA SHARE KLoSA JSTAR* CRELES TILDA CHARLS
wave w1-w13 w1-w4 w1-w8 w1-w2, w4-w7 w1-w6 w1 -w4 w1-w5 w1-w2 w1-w2, w4
Received care from Informal
care		 Spouse w1 (combined with other relative),
w2-w13		 ✓ ✓ ✓ ✓ w1-w2 (combined with family member), w3-w4 (spouse) ✓ ✓ ✓
Children w1 (combined with other relative),
w2-w13		 ✓ ✓ ✓ ✓ w1-w2 (combined with family member), w3-w4 (children) ✓ ✓ ✓
Grandchildren ✓ ✓ w1-w3, w6-w8 (grandchildren),
w4-w5 (combined with other relatives)		 ✓ ✓ w1-w2 (combined with family member), w3-w4 (grandchildren) combined with other people ✓ ✓
Other relatives ✓ ✓ ✓ ✓ ✓ ✓ combined with other people ✓ ✓
Non-relatives ✓ ✓ friends or neighbours, other ✓ ✓ ✓ combined with other people ✓ ✓
Formal
care		 Paid Professional w2-w13 ✓ ✓ w1-w2, w5-w7 w2-w6 w1-w3   ✓ ✓
Unpaid Professional w2-w13 (combined with professional)   ✓   w2-w6 w1-w3 w4   ✓
Provided care to Informal
care		 Spouse     ✓ ✓ ✓ w1-w2 (combined with family member), w3-w4 (spouse) w4-w5 combined with relatives  
Children   ✓ ✓ ✓ ✓ w1-w2 (combined with family member), w3-w4 (children) w4-w5 ✓  
Grandchildren   ✓ ✓ ✓ ✓ w1-w2 (combined with family member), w3-w4 (grandchildren) w4-w5 (combined with other people) w1 ✓
Other relatives   parents or parents-in-law ✓ ✓ ✓ ✓ w4-w5 (combined with other people) ✓ parents or parents-in-law
Non-relatives     friends or neighbours, other ✓   ✓ w4-w5 (combined with other people) friends orneighbours  
*Respondents were asked to verify their relationship with the helper *Respondents were asked to verify their relationship with the helper