SURVEY OF INCOME AND PROGRAM PARTICIPATION, 2008 PANEL WAVE 11 TOPICAL MODULE FILE DATA DICTIONARY DATA SIZE BEGIN D SSUSEQ 5 1 T SU: Sequence Number of Sample Unit - Primary Sort Key U All persons V 1:65000 .Sequence Number D SSUID 12 6 T SU: Sample Unit Identifier Sample Unit identifier This identifier is created by scrambling together the PSU, Segment, Serial, Serial Suffix of the original sample address. It may be used in matching sample units from different waves. U All persons V 000000000000:999999999999 .Scrambled Id D SPANEL 4 18 T SU: Sample Code - Indicates Panel Year U All persons V 2008 .Panel Year D SWAVE 2 22 T SU: Wave of data collection There were 13 waves of data collection in the 2008 Panel U All persons V 1:13 .Wave of data collection D SROTATON 1 24 T SU: Rotation of data collection Rotation within wave. Each wave of data is collected over a four calendar month period. The rotation field indicates which month within the wave a particular interview was conducted. U All persons V 1:4 .Rotation of data collection D TFIPSST 2 25 T HH: FIPS State Code FIPS State Code Federal Information Processing Standards state (and state equivalent) code for the 50 states, and DC. U All persons V 01 .Alabama V 02 .Alaska V 04 .Arizona V 05 .Arkansas V 06 .California V 08 .Colorado V 09 .Connecticut V 10 .Delaware V 11 .DC V 12 .Florida V 13 .Georgia V 15 .Hawaii V 16 .Idaho V 17 .Illinois V 18 .Indiana V 19 .Iowa V 20 .Kansas V 21 .Kentucky V 22 .Louisiana V 23 .Maine V 24 .Maryland V 25 .Massachusetts V 26 .Michigan V 27 .Minnesota V 28 .Mississippi V 29 .Missouri V 30 .Montana V 31 .Nebraska V 32 .Nevada V 33 .New Hampshire V 34 .New Jersey V 35 .New Mexico V 36 .New York V 37 .North Carolina V 38 .North Dakota V 39 .Ohio V 40 .Oklahoma V 41 .Oregon V 42 .Pennsylvania V 44 .Rhode Island V 45 .South Carolina V 46 .South Dakota V 47 .Tennessee V 48 .Texas V 49 .Utah V 50 .Vermont V 51 .Virginia V 53 .Washington V 54 .West Virginia V 55 .Wisconsin V 56 .Wyoming D SHHADID 3 27 T SU: Hhld Address ID differentiates hhlds in sample unit Household Address ID. This field differentiates households within the sample PSU, segment, serial, serial suffix; that is, households spawned from an original sample household. U All persons V 011:139 .Household Address ID D EOUTCOME 3 30 T HH: Interview Status code for this household U All persons in households V 201 .Completed interview V 203 .Compl. partial- missing data; no V .TYPE-Z V 207 .Complete partial - TYPE-Z; no V .futher followup V 213 .TYPE-A, language problem V 216 .TYPE-A, no one home (noh) V 217 .TYPE-A, temporarily absent (ta) V 218 .TYPE-A, hh refused V 219 .TYPE-A, other occupied (specify) V 234 .TYPE-B, entire hh institut. or V .temp. ineligible V 248 .TYPE-C, other (specify) V 249 .TYPE-C, sample adjustment V 250 .TYPE-C, hh deceased V 251 .TYPE-C, moved out of country V 252 .TYPE-C, living in armed forces V .barracks V 253 .TYPE-C, on active duty in Armed V .Forces V 254 .TYPE-C, no one over age 15 years V .in household V 255 .TYPE-C, no Wave 1 persons V .remaining in household V 260 .TYPE-D, moved address unknown V .-SPAWN V 261 .TYPE-D, moved within U.S. but V .outside SIPP -SPAWN V 262 .TYPE-C, merged with another SIPP V .household V 270 .TYPE-C, mover, no longer located V .in FR's area -PARENT V 271 .TYPE-C, mover, new address V .located in same FR's area V .-PARENT V 280 .TYPE-D, mover, no longer located V .in FR's assignment area V .-SPAWN D RFID 3 33 T FA: Family ID Number for this month Family ID number may be used to identify all persons in the same family in a given month. This ID is used for primary families, unrelated subfamilies, and primary and secondary individuals. Persons in related subfamilies have the primary family ID in this field. U All persons V 1:120 .Family ID number D RFID2 3 36 T FA: Family ID excluding related subfamily members Family ID number excluding members of related subfamilies. This ID is used for all persons except related subfamily members. U All persons except those in related subfamilies (excludes persons with ESFTYPE = 2) V -1 .Not in Universe V 1:120 .Family ID number D EPPIDX 3 39 T PE: Person index Person index. This field differentiates persons within the sample unit. Person index is unique within the sample unit and wave. U All persons V 1:999 .Person index D EENTAID 3 42 T PE: Address ID of hhld where person entered sample Address ID of the household that this person belonged to at the time this person first became part of the sample. U All persons V 011:139 .Entry address ID D EPPPNUM 4 45 T PE: Person number Person number. This field differentiates persons within the sample unit. Person number is unique within the sample unit. U All persons V 0101:1399 .Person number D EPOPSTAT 1 49 T PE: Population status based on age in 4th reference month Population status. This field identifies whether or not a person was eligible to be asked a full set of questions, based on his/her age in the fourth month of the reference period. U All persons V 1 .Adult (15 years of age or older) V 2 .Child (Under 15 years of age) D EPPINTVW 2 50 T PE: Person's interview status U All persons V 1 .Interview (self) V 2 .Interview (proxy) V 3 .Noninterview - Type Z V 4 .Noninterview - pseudo Type Z. V .Left sample during the V .reference period V 5 .Children under 15 during V .reference period D EPPMIS4 1 52 T PE: Person's 4th month interview status Person's interview status for month 4 U All persons V 1 .Interview V 2 .Non-interview D ESEX 1 53 T PE: Sex of this person U All persons V 1 .Male V 2 .Female D ERACE 1 54 T PE: The race(s) the respondent is What race(s) does ... consider herself/himself to be? 1 White 2 Black or African American 3 American Indian or Alaska Native 4 Asian 5 Native Hawaiian or Other Pacific Islander U All persons V 1 .White alone V 2 .Black alone V 3 .Asian alone V 4 .Residual D EORIGIN 2 55 T PE: Spanish, Hispanic or Latino Is ... Spanish, Hispanic or Latino? U All persons V 1 .Yes V 2 .No D WPFINWGT 10 57 T WW: Person weight Final person weight Four implied decimal places. U All persons V 0.0000:99999.9999 .Final person weight D ERRP 2 67 T PE: Household relationship U All persons V 1 .Reference person with related V .persons in household V 2 .Reference Person without related V .persons in household V 3 .Spouse of reference person V 4 .Child of reference person V 5 .Grandchild of reference person V 6 .Parent of reference person V 7 .Brother/sister of reference person V 8 .Other relative of reference person V 9 .Foster child of reference person V 10 .Unmarried partner of reference V .person V 11 .Housemate/roommate V 12 .Roomer/boarder V 13 .Other non-relative of reference V .person D TAGE 2 69 T PE: Age as of last birthday Edited and imputed age as of last birthday. Topcoding combines persons into last two single year of age groups. User should combine last two age groups for microdata analysis. U All persons V 0 .Less than 1 full year old V 1:88 .Number of years old D EMS 1 71 T PE: Marital status U All adults (EPOPSTAT = 1) V 1 .Married, spouse present V 2 .Married, spouse absent V 3 .Widowed V 4 .Divorced V 5 .Separated V 6 .Never Married D EPNSPOUS 4 72 T PE: Person number of spouse U All persons V 0101:1399 .Person number V 9999 .Spouse not in household or person V .not married D EPNMOM 4 76 T PE: Person number of mother U All persons V 0101:1399 .Person number V 9999 .No mother in household D EPNDAD 4 80 T PE: Person number of father U All persons V 0101:1399 .Person number V 9999 .No father in household D EPNGUARD 4 84 T PE: Person number of guardian U All persons, 19 years and under TAGE V -1 .Not in Universe V 0101:1399 .Person number V 9999 .Guardian not in household D RDESGPNT 2 88 T PE: Designated parent or guardian flag Is ... the designated parent or guardian of children under age 18 who live in this household? U All persons 15+ at the end of the reference period. EPOPSTAT = 1 V -1 .Not in Universe V 1 .Yes V 2 .No D EEDUCATE 2 90 T ED: Highest Degree received or grade completed What is the highest level of school ... has completed or the highest degree ... has received? U All persons age 15 and over V -1 .Not in Universe V 31 .Less Than 1st Grade V 32 .1st, 2nd, 3rd or 4th grade V 33 .5th Or 6th Grade V 34 .7th Or 8th Grade V 35 .9th Grade V 36 .10th Grade V 37 .11th Grade V 38 .12th grade, no diploma V 39 .High School Graduate - (diploma V .or GED or equivalent) V 40 .Some college, but no degree V 41 .Diploma or certificate from a V .vocational, technical, V .trade or business school V .beyond high V 43 .Associate (2-yr) college degree V .(include V .academic/occupational V .degree) V 44 .Bachelor's degree (for example: V .BA, AB, BS) V 45 .Master's degree (For example: MA, V .MS, MEng, MEd, MSW, MBA) V 46 .Professional School degree (for V .example: MD(doctor),DDS(dentist),JD(la- V .wyer) V 47 .Doctorate degree (for example: V .Ph.D., Ed.D) D LGTKEY 8 92 T PE: Person longitudinal key NOTE: This variable is not used on the Preliminary Wave 1 file. The longitudinal key is in sort by scrambled id (SSUID). The first five digits of the key contain a longitudinal sequence number which is unique for the sample unit across all waves. The last three digits contain a person's index which identifies a person within a sample unit and is unique for a person across all waves. This key can be used to merge people longitudinally. U All persons V 1001:70000001 .Longitudinal Key D SINTHHID 3 100 T SU: Hhld Address ID of person in interview month Address ID of this person at time of interview (fifth month). Universe = All persons V 0 .Not In Universe V 011:169 .Household Address ID D EARPUNV 2 103 T PR: Universe indicator. Universe indicator for Retirement Expectations and Pension Plan Coverage Topical Module. Universe = All adults V -1 .Not in Universe V 1 .In universe D RMJB 2 105 T PR: Main job index Index of the main job record belonging to this person in this wave. Universe = All respondents age 15 and over who held a job as of the last day of the reference period V -1 .Not in Universe V 0 .No current job but in universe V .for topical module V 1:99 .Job index of main job D RMBS 2 107 T PR: Main business index Index of the main business record belonging to this person in this wave. Universe = All respondents age 15 and over who owned a business as of the last day of the reference period V -1 .Not in Universe V 0 .No current business but in V .universe for topical module V 1:99 .Business index of main business D RMNJBBS 2 109 T PR: Reference job or business for topical module Flag indicating main source of earnings for pension coverage section of topical module based on income Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period V -1 .Not in Universe V 1 .Job V 2 .Business D EHEREMPL 2 111 T PR: Verification of number of employees PR3_PR110 I just need to verify some information. Thinking about the location where you work, about how many people are employed there by (your employer)? Universe = All respondents age 15 and over whose main source of income was a job as of the last day of the reference period (RMJB>0 and RMNJBBS=1) V -1 .Not in Universe V 1 .Less than 10 V 2 .10 to 25 V 3 .26 to 50 V 4 .51 to 100 V 5 .101 to 200 V 6 .201 to 500 V 7 .501 to 1000 V 8 .Greater than 1000 D AHEREMPL 1 113 T PR: Allocation flag for EHEREMPL PR3_PR110 Allocation flag for verification of number of employees at respondent's work location V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D TTOTEMPL 2 114 T PR: Verification of number of employees PR4_PR120 About how many people are employed by (your employer) at all locations? Universe = All respondents age 15 and over whose main source of income was a job as of the last day of the reference period, and who worked for an employer with more than one location (RMJB>0 and RMNJBBS=1 and EEMPALL>0) V -1 .Not in Universe V 1 .Less than 50 V 2 .50 to 100 V 3 .101 to 500 V 4 .501 to 1000 V 5 .Greater than 1000 D ATOTEMPL 1 116 T PR: Allocation flag for TTOTEMPL PR4_PR120 Allocation flag for verification of number of employees at all work locations V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D TBUSTOTL 2 117 T PR: Verification of number of people PR4A_PR121 I just need to verify some information. About how many people are employed by (respondent's business)? Universe = All respondents age 15 and over who had a business and did not hold a job as of the last day of the reference period (RMBS>0 and RMNJBBS=2) V -1 .Not in Universe V 1 .Less than 10 V 2 .10 to 25 V 3 .26 or more D ABUSTOTL 1 119 T PR: Allocation flag for TBUSTOTL PR4A_PR121 Allocation flag for verification of number of employees at respondent's business V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EWKSYEAR 2 120 T PR: Number of weeks worked annually PR5_PR130 How many weeks during the year do you usually work at (job name)? Include paid vacation and sick leave as work time. Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0) V -1 .Not in Universe V 1:52 .Weeks D AWKSYEAR 1 122 T PR: Allocation flag for EWKSYEAR PR5_PR130 Allocation flag for number of weeks usually worked V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D TNUMLEN 2 123 T PR: Number of years/months respondent has worked PR6_PR140 How many years/months have you been working for (job/business)? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0) V -1 .Not in Universe V 1:30 .Number of years or months D EMTHYEAR 2 125 T PR: Units of reporting PR6_PR140 Is this months or years? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0) V -1 .Not in Universe V 1 .Months V 2 .Years D ANUMYEAR 1 127 T PR: Allocation flag for ENUMLEN and EMTHYEAR PR6_PR140 Allocation flag for the amount of time the respondent worked at current job or business and the reporting units (months or years) V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EPENSNYN 2 128 T PR: Availability of pension or retirement plans PR7_PR150 Now I'd like to ask about retirement plans offered on this job, not Social Security, but plans that are sponsored by your (job/business). This includes regular pension plans as well as other kinds of retirement plans like thrift and savings plans, 401(k) or 403(b) plans, and deferred profit-sharing and stock plans. Does your (job/business) have any kind of pension or retirement plans for anyone in your company or organization? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0) V -1 .Not in Universe V 1 .Yes V 2 .No D APENSNYN 1 130 T PR: Allocation flag for EPENSNYN PR7_PR150 Allocation flag for availability of pension or retirement plans at respondent's job/business V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EINCPENS 2 131 T PR: Respondent's participation in pension plans PR8_PR160 Are you included in such a plan? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS > 0), and whose job or business offered a pension or retirement plans (EPENSNYN = 1) V -1 .Not in Universe V 1 .Yes V 2 .No D AINCPENS 1 133 T PR: Allocation flag for EINCPENS PR8_PR160 Allocation flag for respondent's participation in pension or retirement plans V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D ENOINA01 2 134 T PR: Reason respondent not covered by pension plan PR9_1PR170 Why are you not included? No one in my type of job is allowed in the plan Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS > 0), and who are not included in their employer/business pension plan (EINCPENS = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINA02 2 136 T PR: Reason respondent not covered by pension plan PR9_2PR170 Why are you not included? Don't work enough hours, weeks, or months per year Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS > 0), and who are not included in their employer/business pension plan (EINCPENS = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINA03 2 138 T PR: Reason respondent not covered by pension plan PR9_3PR170 Why are you not included? Haven't worked long enough for this employer Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS > 0), and who are not included in their employer/business pension plan (EINCPENS = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINA04 2 140 T PR: Reason respondent not covered by pension plan PR9_4PR170 Why are you not included? Started job too close to retirement date Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS > 0), and who are not included in their employer/business pension plan (EINCPENS = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINA05 2 142 T PR: Reason respondent not covered by pension plan PR9_5PR170 Why are you not included? Too young Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS > 0), and who are not included in their employer/business pension plan (EINCPENS = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINA06 2 144 T PR: Reason respondent not covered by pension plan PR9_6PR170 Why are you not included? Can't afford to contribute Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS > 0), and who are not included in their employer/business pension plan (EINCPENS = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINA07 2 146 T PR: Reason respondent not covered by pension plan PR9_7PR170 Why are you not included? Don't want to tie up money Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS > 0), and who are not included in their employer/business pension plan (EINCPENS = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINA08 2 148 T PR: Reason respondent not covered by pension plan PR9_8PR170 Why are you not included? Employer doesn't contribute, or contribute enough Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS > 0), and who are not included in their employer/business pension plan (EINCPENS = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINA09 2 150 T PR: Reason respondent not covered by pension plan PR9_9PR170 Why are you not included? Don't plan to be in job long enough Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS > 0), and who are not included in their employer/business pension plan (EINCPENS = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINA10 2 152 T PR: Reason respondent not covered by pension plan PR9_10PR170 Why are you not included? Don't need it Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS > 0), and who are not included in their employer/business pension plan (EINCPENS = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINA11 2 154 T PR: Reason respondent not covered by pension plan PR9_11PR170 Why are you not included? Have an IRA or other pension plan coverage Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS > 0), and who are not included in their employer/business pension plan (EINCPENS = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINA12 2 156 T PR: Reason respondent not covered by pension plan PR9_12PR170 Why are you not included? Spouse has pension plan Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS > 0), and who are not included in their employer/business pension plan (EINCPENS = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINA13 2 158 T PR: Reason respondent not covered by pension plan PR9_13PR170 Why are you not included? Haven't thought about it Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS > 0), and who are not included in their employer/business pension plan (EINCPENS = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINA14 2 160 T PR: Reason respondent not covered by pension plan PR9_14PR170 Why are you not included? Some other reason Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS > 0), and who are not included in their employer/business pension plan (EINCPENS = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ANOINA 1 162 T PR: Allocation flag for ENOINA01-ENOINA14 PR9_PR170 Allocation flag for reason(s) respondent did not participate in pension or retirement plans V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D ETDEFFEN 2 163 T PR: Asks if pension plan is like a 401(k) PR10_PR180 Is the plan something like a 401(k) plan, where workers contribute to the plan and their contributions are tax deferred? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and whose employer/business offers pension or retirement plans, and who are not included in a pension plan (EINCPENS = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ATDEFFEN 1 165 T PR: Allocation flag for ETDEFFEN PR10_PR180 Allocation flag for query about pension/retirement plan being like a 401(k) V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EMULTPEN 2 166 T PR: Asks how many pension plans respondent has PR11_PR190 Some workers participate in more than one retirement plan. For example, they might have a regular pension plan and also have some kind of retirement savings plan. How many different pension or retirement plans do you have on this job? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and whose employer/business offers pension or retirement plans, and who are included in a pension plan (EINCPENS = 1) V -1 .Not in Universe V 1:99 .Number of plans D AMULTPEN 1 168 T PR: Allocation flag for EMULTPEN PR11_PR190 Allocation flag for query about number of pension/retirement plans the respondent has on their job/business V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D E1PENTYP 2 169 T PR: Asks which type of pension plan PR12_PR200 The following question is about the plan you would consider to be your most important retirement plan on this job. There are several types of retirement plans. In the first type of plan, your benefit is defined by a formula usually involving your earnings and years on the job. In the second type of plan, contributions made by you and/or your employer go into an individual account for you. The third type of plan shares some characteristics with the above two plans. In this type of plan, your employer contributes a value equal to a percent of each of your earnings each year and there is a rate of return on that contribution. This type of plan is sometimes called a cash balance plan. What type of plan are you in? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and whose employer/business offers pension or retirement plans, and who are included in a pension plan (EINCPENS = 1), and who are covered by one or more than one plan (EMULTPEN ge 1) V -1 .Not in Universe V 1 .Plan based on earnings and years V .on the job V 2 .Individual account plan V 3 .Cash balance plan D A1PENTYP 1 171 T PR: Allocation flag for E1PENTYP PR12_PR200 Allocation flag for type of pension or retirement plan the respondent is in V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D E2PENTYP 2 172 T PR: Asks second type of pension plan PR13_PR210 What is your second most important plan on this job? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and whose employer/business offers pension or retirement plans, and who are included in a pension plan (EINCPENS = 1), and who are covered by more than one pension plan (EMULTPEN>1) V -1 .Not in Universe V 1 .Plan based on earnings and years V .on the job V 2 .Individual account plan V 3 .Cash balance plan D A2PENTYP 1 174 T PR: Allocation flag for E2PENTYP PR13_PR210 Allocation flag for second type of pension or retirement plan the respondent is in V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D E1PENCTR 2 175 T PR: Asks if respondent contributes to pension plan PR14_PR220 The following series of questions refer to your most important plan. Do you contribute any money to this plan, for example, through payroll deductions? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and whose employer/business offers a pension or retirement plans, and who are included in a pension plan (EINCPENS = 1) and the type of primary pension plan was either a plan based on earnings and years on the job or an individual account plan (E1PENTYP = 1 or 2) V -1 .Not in Universe V 1 .Yes V 2 .No D A1PENCTR 1 177 T PR: Allocation flag for E1PENCTR PR14_PR220 Allocation flag for respondent's contributions to pension or retirement plan (yes/no) V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D E1TAXDEF 2 178 T PR: Asks if contributions are tax-deferred PR14A_PR220A In some plans like 401(k) plans the money you contribute is tax-deferred. Are your contributions to this plan tax-deferred? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and who are covered by a pension plan (EINCPENS = 1), and the type of the primary pension plan was either a plan based on earnings and years on the job or an individual account plan (E1PENTYP = 1 or 2), and who made contributions to the primary pension plan (E1PENCTR = 1) V -1 .Not in Universe V 1 .Yes V 2 .No D A1TAXDEF 1 180 T PR: Allocation flag for E1TAXDEF PR14A_PR220A Allocation flag for tax-deferred nature (yes/no) of respondent's contributions to pension or retirement plan V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D E1RECBEN 2 181 T PR: Asks if respondent keeps retirement benefit PR14B_PR220B If you were to leave your job now or within the next few months, could you eventually receive some benefits from this plan when you reach retirement age? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and whose employer/business offers a pension or retirement plans, and who are included in a pension plan (EINCPENS = 1) V -1 .Not in Universe V 1 .Yes V 2 .No D A1RECBEN 1 183 T PR: Allocation flag for E1RECBEN PR14B_PR220B Allocation flag for whether respondent's pension or retirement benefits can be retained after leaving job before retirement V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D E1LVLMPS 2 184 T PR: Asks if respondent can get lump-sum PR14C_PR220C If you left your job now, could you get a lump-sum payment from this plan when you left? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and whose employer/business offers a pension or retirement plans, and who are included in a pension plan (EINCPENS = 1) V -1 .Not in Universe V 1 .Yes V 2 .No D A1LVLMPS 1 186 T PR: Allocation flag for E1LVLMPS PR14C_PR220C Allocation flag for whether respondent pension or retirement benefits could be paid out as a lump-sum V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D T1YRSINC 2 187 T PR: Asks number of years in the plan PR15_PR230 How many years have you been included in this plan? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and whose employer/business offers a pension or retirement plans, and who are included in a pension plan (EINCPENS = 1) V -1 .Not in Universe V 1:30 .Number of Years D A1YRSINC 1 189 T PR: Allocation flag for T1YRSINC PR15_PR230 Allocation flag for number of years respondent has been in plan V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D E1SSOFST 2 190 T PR: Asks if benefits affected by social security PR16_PR231 Will your benefits from this plan be either increased or decreased because you participate in the Social Security Program? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and whose employer/business offers a pension or retirement plans, and who are included in a pension plan (EINCPENS = 1) V -1 .Not in Universe V 1 .Yes V 2 .No V 3 .Do not participate in Social V .Security D A1SSOFST 1 192 T PR: Allocation flag for E1SSOFST PR16_PR231 Allocation flag for if benefits will be affected by Social Security participation V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D T1YRCONT 8 193 T PR: Asks amount contributed to plan last year PR17_PR232 How much has your (job/business) contributed to your plan within the last year? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), AND ((whose pension plan is an individual account or a cash balance plan (E1PENTYP=2 or E1PENTYP = 3) AND either (1) the respondent does not make any contributions to the plan (E1PENCTR ne 1)), OR (2) the respondent made a contribution and the contribution was not tax- deferred (E1PENCTR = 1 and E1TAXDEF ne 1))) V 0 .Not In Universe V 1:20000 .Amount in dollars D A1YRCONT 1 201 T PR: Allocation flag for T1YRCONT PR17_PR232 Allocation flag for amount contributed by job/business to plan V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D T1TOTAMT 8 202 T PR: Asks plan balance at end of reference period PR18_PR233 As of the end of (last month of reference period), what was the total amount of money in your account? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), AND ((whose pension plan is an individual account or a cash balance plan (E1PENTYP=2 or 3), AND either (1) the respondent does not make any contributions to the plan (E1PENCTR ne 1)), OR (2) the respondent made a contribution and the contribution was not tax-deferred (E1PENCTR = 1 and E1TAXDEF ne 1))) V 0 .Not In Universe V 1:225000 .Amount in dollars D A1TOTAMT 1 210 T PR: Allocation flag for T1TOTAMT PR18_PR233 Allocation flag for the plan's balance at the end of the reference period V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D E2PENCTR 2 211 T PR: Asks if respondent contributes to second plan PR20_PR240 The following series of questions refer to your second most important pension plan. Do you contribute any money to this plan, for example, through payroll deductions? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and whose employer/business offers a pension or retirement plan, and who are included in a pension plan, and who are covered by more than one pension plan (EMULTPEN > 1) and the second most important plan is either based on earnings and years on the job or an individual account(E2PENTYP = 1 or E2PENTYP = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D A2PENCTR 1 213 T PR: Allocation flag for E2PENCTR PR20_PR240 Allocation flag for respondent's contributions to second plan V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D E2TAXDEF 2 214 T PR: Asks if contributions are tax-deferred PR20A_PR240A In some plans like 401(k) plans the money you contribute is tax-deferred. Are your contributions to this plan tax-deferred? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and whose employer/business offers a pension or retirement plan, and the second most important plan is either based on earnings and years on the job or an individual account (E2PENTYP = 1 or 2), and who makes contributions to the plan (E2PENCTR = 1) V -1 .Not in Universe V 1 .Yes V 2 .No D A2TAXDEF 1 216 T PR: Allocation flag for E2TAXDEF PR20A_PR240A Allocation flag for tax-deferred nature (yes/no) of respondent's contributions to second pension or retirement plan V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D E2RECBEN 2 217 T PR: Asks if respondent keeps benefits PR20B_PR240B If you were to leave your job now or within the next few months, could you eventually receive some benefits from this plan when you reach retirement age? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and whose employer/business offers a pension or retirement plan, and who are covered by a second pension plan (EMULTPEN>1) V -1 .Not in Universe V 1 .Yes V 2 .No D A2RECBEN 1 219 T PR: Allocation flag for E2RECBEN PR20B_PR240B Allocation flag for whether the respondent's pension or retirement benefits can be retained after leaving the job before retirement V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D E2LVLMPS 2 220 T PR: Asks if respondent can get lump-sum PR20C_PR240C If you left your job now, could you get a lump-sum payment from this plan when you left? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and whose employer/business offers a pension or retirement plan, and who are covered by a second pension plan (EMULTPEN>1) V -1 .Not in Universe V 1 .Yes V 2 .No D A2LVLMPS 1 222 T PR: Allocation flag for E2LVLMPS PR20C_PR240C Allocation flag for whether respondent's pension or retirement benefits from second most important plan could be paid out as a lump-sum V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D T2YRSINC 2 223 T PR: Asks number of years in second plan PR21_PR250 How many years have you been included in this plan? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and who are covered by a second pension plan (EMULTPEN>1) V -1 .Not in Universe V 1:30 .Number of Years D A2YRSINC 1 225 T PR: Allocation flag for T2YRSINC PR21_PR250 Allocation flag for number of years respondent has been in second plan V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D E2SSOFST 2 226 T PR: Asks if Soc. Sec. participation affects benefits PR22_PR251 Will your benefits from this plan be either increased or decreased because you participate in the Social Security program? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and who are covered by a second pension plan (EMULTPEN>1) V -1 .Not in Universe V 1 .Yes V 2 .No V 3 .Do not participate in Social V .Security D A2SSOFST 2 228 T PR: Allocation flag for E2SSOFST PR22_PR251 Allocation flag for whether second plan benefits have been affected by Social Security participation V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D T2YRCONT 8 230 T PR: Asks amount contributed to second plan PR23_PR252 How much has your (job/business) contributed to your plan within the last year? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), AND who are covered by more than one pension plan (EMULTPEN > 1), AND whose secondary pension plan is an individual account or cash balance plan (E2PENTYP = 2 or 3), AND either (1) the respondent (does not make any contributions to the plan (E2PENCTR ne 1) OR (2) the respondent made a contribution and the contributions are not tax-deferred (E2PENCTR = 1 and E2TAXDEF ne 1)) V 0 .Not In Universe V 1:20000 .Amount in dollars D A2YRCONT 1 238 T PR: Allocation flag for T2YRCONT PR23_PR252 Allocation flag for amount respondent's job or business contributed to his/her second pension or retirement plan within the last year V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D T2TOTAMT 8 239 T PR: Asks second plan balance PR24_PR253 As of the end of (last month of reference period) what was the total amount of money in your account? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), AND who are covered by more than one pension plan (EMULTPEN>1), AND whose secondary pension plan is an individual account or a cash balance plan (E2PENTYP= 2 or 3), AND either (1) the respondent (does not make any contributions to the plan (E2PENCTR ne 1) OR (2) the respondent made a contribution and the contributions are not tax-deferred (E2PENCTR = 1 and E2TAXDEF ne 1)) V 0 .Not In Universe V 1:300000 .Amount in dollars D A2TOTAMT 1 247 T PR: Allocation flag for T2TOTAMT PR24_PR253 Allocation flag for second plan balance at the end of the reference period V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D E3TAXDEF 2 248 T PR: Availability of tax-deferred retirement plan PR26_PR260 I'd like to make sure about a particular type of retirement plan that allows workers to make tax-deferred contributions. For example, you might choose to have your employer put part of your salary into a retirement savings account and you do not have to pay taxes on this money until you take it out or retire. These plans are called by different names, including 401(k) plans, pre-tax plans, salary reduction plans and 403(b) plans. Does your (job/business) offer a plan like this to anyone in your company or organization? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and either 1) whose company/business did not offer a pension plan (EPENSNYN = 2) or 2) respondent did not know or refused if they participated or 3) respondent did not have a tax-deferred plan ((EMULTPEN = 1 and E1TAXDEF ne 1) or (EMULTPEN > 1 and E1TAXDEF ne 1 and E2TAXDEF ne 1)) V -1 .Not in Universe V 1 .Yes V 2 .No D A3TAXDEF 1 250 T PR: Allocation flag for E3TAXDEF PR26_PR260 Allocation flag for whether respondent's job or business offers a tax-deferred pension or retirement plan V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D E3PARTIC 2 251 T PR: Participation in tax-deferred retirement plan PR27_PR270 Are you participating in this plan? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and whose company offered a tax-deferred plan (E3TAXDEF = 1) V -1 .Not in Universe V 1 .Yes V 2 .No D A3PARTIC 1 253 T PR: Allocation flag for E3PARTIC PR27_PR270 Allocation flag for whether the respondent participates in tax-deferred pension or retirement plan V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D ENOINB01 2 254 T PR: Reason respondent not covered by pension PR28_1PR280 Why are you not included? No one in my type of job is allowed in the plan Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and who did not participate in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINB02 2 256 T PR: Reason respondent not covered by pension PR28_2PR280 Why are you not included? Don't work enough hours, weeks, or months per year Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and who did not participate in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINB03 2 258 T PR: Reason respondent not covered by pension plan PR28_3PR280 Why are you not included? Haven't worked long enough for this employer Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and who did not participate in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINB04 2 260 T PR: Reason respondent not covered by pension plan PR28_4PR280 Why are you not included? Started job too close to retirement date Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and who did not participate in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINB05 2 262 T PR: Reason respondent not covered by pension plan PR28_5PR280 Why are you not included? Too young Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and who did not participate in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINB06 2 264 T PR: Reason respondent not covered by pension plan PR28_6PR280 Why are you not included? Can't afford to contribute Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and who did not participate in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINB07 2 266 T PR: Reason respondent is not covered PR28_7PR280 Why are you not included? Don't want to tie up money Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and who did not participate in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINB08 2 268 T PR: Reason respondent not covered by pension plan PR28_8PR280 Why are you not included? Employer doesn't contribute, or contribute enough Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and who did not participate in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINB09 2 270 T PR: Reason respondent not covered by pension plan PR28_9PR280 Why are you not included? Don't plan to be in job long enough Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and who did not participate in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINB10 2 272 T PR: Reason respondent not covered by pension plan PR28_10PR280 Why are you not included? Don't need it Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and who did not participate in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINB11 2 274 T PR: Reason respondent not covered by pension plan PR28_11PR280 Why are you not included? Have an IRA or other pension plan coverage Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and who did not participate in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINB12 2 276 T PR: Reason respondent not covered by pension plan PR28_12PR280 Why are you not included? Spouse has pension plan Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and who did not participate in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINB13 2 278 T PR: Reason respondent not covered by pension plan PR28_13PR280 Why are you not included? Haven't thought about it Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and who did not participate in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ENOINB14 2 280 T PR: Reason respondent not covered by pension plan PR28_14PR280 Why are you not included? Some other reason Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and who did not participate in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ANOINB 1 282 T PR: Allocation flag for ENOINB01 - ENOINB14 PR28_PR280 Allocation flag for reason(s) respondent did not participate in pension or retirement plans V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EMATCHYN 2 283 T PR: Contributions to the plan by employer PR28A_PR281 Does your employer provide a matching contribution, or contribute to the plan in any other way? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and either (the type of tax-deferred plan he/she did not participate in, allowed the respondent to make contributions (ETDEFFEN = 1) or the respondent did not participate in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC = 2)) V -1 .Not in Universe V 1 .Yes V 2 .No D AMATCHYN 1 285 T PR: Allocation flag for EMATCHYN PR28A_PR281 Allocation flag for whether the respondent's employer provide a matching contribution, or contribute to the plan in any other way V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EFUTPART 2 286 T PR: Respondent expectation of future participation PR29_PR290 Do you expect to start participating in this plan within the next few years? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and either (the type of tax-deferred plan he/she did not participate in, allowed the respondent to make contributions (ETDEFFEN = 1) or the respondent did not participate in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC = 2)) V -1 .Not in Universe V 1 .Yes V 2 .No D AFUTPART 1 288 T PR: Allocation flag for EFUTPART PR29_PR290 Allocation flag for respondent's expectations of future plan participation V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D TSLFCON1 8 289 T PR: Amount of respondent's contributions PR30_PR300 Referring to your most important plan, how much do you contribute toward this plan? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and either (whose contributions to primary pension or retirement plan are tax-deferred (E1TAXDEF = 1), or whose contributions to secondary pension or retirement plan are tax-deferred (E2TAXDEF = 1), or the respondent participated in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC = 1)) V -4 .No contributions V 0 .Not In Universe V 1:26000 .Amount in dollars D ESLFCON2 2 297 T PR: Frequency of contributions PR30_PR300 Is this per week, biweekly, per month, per quarter, or per year? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and either (whose contributions to primary pension or retirement plan are tax-deferred (E1TAXDEF = 1), or whose contributions to secondary pension or retirement plan are tax-deferred (E2TAXDEF = 1), or the respondent participated in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC = 1)) V -1 .Not in Universe V 1 .Week V 2 .Biweekly V 3 .Month V 4 .Quarter V 5 .Year D ESLFCON3 4 299 T PR: Percent of salary contributed PR30_PR300 What percent of your salary did you contribute with? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and either (whose contributions to primary pension or retirement plan are tax-deferred (E1TAXDEF = 1), or whose contributions to secondary pension or retirement plan are tax-deferred (E2TAXDEF = 1), or the respondent participated in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC = 1)) V -1 .Not in Universe V 0001:9999 .Percent (2 Implied decimals) D ASLFCON3 1 303 T PR: Allocation flag for ESLFCON3 PR30_PR300 Allocation flag for percent of salary contributed by respondent into the plan V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EEMPCONT 2 304 T PR: Asks if job/business contribute towards plan PR31_PR310 Does your (job/business) make contributions into this plan? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and either (whose contributions to primary pension or retirement plan are tax-deferred (E1TAXDEF = 1), or whose contributions to secondary pension or retirement plan are tax-deferred (E2TAXDEF = 1), or who participates in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC = 1)) V -1 .Not in Universe V 1 .Yes V 2 .No D AEMPCONT 1 306 T PR: Allocation flag for EEMPCONT PR31_PR310 Allocation flag for job/business contributions into plan (yes/no) V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D ECONTDEP 2 307 T PR: Asks about linkage of contribution amounts PR32_PR320 Does the amount that your (job/business) contributes to the plan depend entirely, partly, or not at all on the amount you put in? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), [and either (whose contributions to primary pension or retirement plan are tax-deferred (E1TAXDEF=1), or whose contributions to secondary pension or retirement plan are tax-deferred (E2TAXDEF=1), or who participates in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC=1)),] AND whose job or business contributes to the pension or retirement plan (EEMPCONT=1) V -1 .Not in Universe V 1 .Depends entirely V 2 .Depends partly V 3 .Not at all D ACONTDEP 1 309 T PR: Allocation flag for ECONTDEP PR32_PR320 Allocation flag for linkage of respondent and job/business contributions into plan V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D TJBCONT1 8 310 T PR: Amount of job/business contributions to plan PR33_1PR330 How much does your (job/business) actually contribute to the plan? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and [either (whose contributions to primary pension or retirement plan are tax-deferred (E1TAXDEF=1), or whose contributions to secondary pension or retirement plan are tax-deferred (E2TAXDEF=1), or who participates in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC=1)),] AND whose job or business contributes to the pension or retirement plan (EEMPCONT=1) V 0 .Not In Universe V 1:15000 .Amount in dollars D AJBCONT1 1 318 T PR: Allocation flag for TJBCONT1 PR33_1PR330 Allocation flag for amount contributed by job/business into the plan V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EJBCONT2 2 319 T PR: Frequency of contributions PR33_2PR330 Is this per week, biweekly, per month, per quarter, or per year? (contributions by job/business) Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and [either (whose contributions to primary pension or retirement plan are tax-deferred (E1TAXDEF=1), or whose contributions to secondary pension or retirement plan are tax-deferred (E2TAXDEF=1), or who participates in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC=1)),] AND whose job or business contributes to the pension or retirement plan (EEMPCONT=1) V -1 .Not in Universe V 1 .Week V 2 .Biweekly V 3 .Month V 4 .Quarter V 5 .Year D AJBCONT2 1 321 T PR: Allocation flag for EJBCONT2 PR33_2PR330 Allocation flag for frequency of contributions by your job/business into the plan V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EJBCONT3 4 322 T PR: Percent of salary contibuted PR33_3PR330 What percent of your salary did your job/business contribute with? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and [either (whose contributions to primary pension or retirement plan are tax-deferred (E1TAXDEF=1), or whose contributions to secondary pension or retirement plan are tax-deferred (E2TAXDEF=1), or who participates in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC=1)),] AND whose job or business contributes to the pension or retirement plan (EEMPCONT=1) V -1 .Not in Universe V 0001:9999 .Percent (2 Implied decimals) D AJBCONT3 1 326 T PR: Allocation flag for EJBCONT3 PR33_3PR330 Allocation flag for percent of salary your job/business contributed into the plan V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EJBCONT4 2 327 T PR: Other types of contributions PR33_4PR330 Through what other sources did your job/business contribute to the plan? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and [either (whose contributions to primary pension or retirement plan are tax-deferred (E1TAXDEF=1), or whose contributions to secondary pension or retirement plan are tax-deferred (E2TAXDEF=1), or who participates in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC=1)),] AND whose job or business contributes to the pension or retirement plan (EEMPCONT=1) V -1 .Not in Universe V 6 .Contributions out of profits V 7 .Contribution varies D EINVCHOS 2 329 T PR: Can respondent choose how money is invested PR34_PR340 Are you able to choose how any of the money in the plan is invested? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and [either (whose contributions to primary pension or retirement plan are tax-deferred (E1TAXDEF=1), or whose contributions to secondary pension or retirement plan are tax-deferred (E2TAXDEF=1), or who participates in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC=1)),] AND whose job or business either contributes or not to the pension or retirement plan (EEMPCONT ge 1) V -1 .Not in Universe V 1 .Yes V 2 .No D AINVCHOS 1 331 T PR: Allocation flag for EINVCHOS PR34_PR340 Allocation flag for if the respondent has the ability to choose how any of the money is invested V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EINVSDEC 2 332 T PR: Can respondent choose how money is invested PR35_PR350 Are you able to choose how all of the money is invested, or just part of it? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and [either (whose contributions to primary pension or retirement plan are tax-deferred (E1TAXDEF=1), or whose contributions to secondary pension or retirement plan are tax-deferred (E2TAXDEF=1), or who participates in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC=1)),] AND whose job or business either contributes or not to the pension or retirement plan (EEMPCONT = 1 or 2), AND who can either choose or not how the money in the plan is invested (EINVCHOS = 1) V -1 .Not in Universe V 1 .All of the money V 2 .Part of the money D AINVSDEC 1 334 T PR: Allocation flag for EINVSDEC PR35_PR350 Allocation flag for if the respondent has the ability to choose how all of the money is invested V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EHOWINV1 2 335 T PR: Investment type selected for plan PR36_1PR360 How are the current contributions to this account being invested? Company stock of his/her employer Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and [either (whose contributions to primary pension or retirement plan are tax-deferred (E1TAXDEF=1), or whose contributions to secondary pension or retirement plan are tax-deferred (E2TAXDEF=1), or who participates in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC=1)),] AND whose job or business either contributes or not to the pension or retirement plan (EEMPCONT = 1 or 2), AND who could either choose or not how the money in the plan was invested (EINVCHOS ge 1) V -1 .Not in Universe V 1 .Yes V 2 .No D EHOWINV2 2 337 T PR: Investment type selected for plan PR36_2PR360 How are the current contributions to this account being invested? Stock funds Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and [either (whose contributions to primary pension or retirement plan are tax-deferred (E1TAXDEF=1), or whose contributions to secondary pension or retirement plan are tax-deferred (E2TAXDEF=1), or who participates in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC=1)),] AND whose job or business either contributes or not to the pension or retirement plan (EEMPCONT = 1 or 2), AND who could either choose or not how the money in the plan was invested (EINVCHOS ge 1) V -1 .Not in Universe V 1 .Yes V 2 .No D EHOWINV3 2 339 T PR: Investment type selected for plan PR36_3PR360 How are the current contributions to this account being invested? Corporate bonds or bond funds Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and [either (whose contributions to primary pension or retirement plan are tax-deferred (E1TAXDEF=1), or whose contributions to secondary pension or retirement plan are tax-deferred (E2TAXDEF=1), or who participates in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC=1)),] AND whose job or business either contributes or not to the pension or retirement plan (EEMPCONT = 1 or 2), AND who could either choose or not how the money in the plan was invested (EINVCHOS ge 1) V -1 .Not in Universe V 1 .Yes V 2 .No D EHOWINV4 2 341 T PR: Investment type selected for plan PR36_4PR360 How are the current contributions to this account being invested? Long term interest bearing securities Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and [either (whose contributions to primary pension or retirement plan are tax-deferred (E1TAXDEF=1), or whose contributions to secondary pension or retirement plan are tax-deferred (E2TAXDEF=1), or who participates in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC=1)),] AND whose job or business either contributes or not to the pension or retirement plan (EEMPCONT = 1 or 2), AND who could either choose or not how the money in the plan was invested (EINVCHOS ge 1) V -1 .Not in Universe V 1 .Yes V 2 .No D EHOWINV5 2 343 T PR: Investment type selected for plan PR36_5PR360 How are the current contributions to this account being invested? Diversified stock and bond funds Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and [either (whose contributions to primary pension or retirement plan are tax-deferred (E1TAXDEF=1), or whose contributions to secondary pension or retirement plan are tax-deferred (E2TAXDEF=1), or who participates in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC=1)),] AND whose job or business either contributes or not to the pension or retirement plan (EEMPCONT = 1 or 2), AND who could either choose or not how the money in the plan was invested (EINVCHOS ge 1) V -1 .Not in Universe V 1 .Yes V 2 .No D EHOWINV6 2 345 T PR: Investment type selected for plan PR36_6PR360 How are the current contributions to this account being invested? Government securities Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and [either (whose contributions to primary pension or retirement plan are tax-deferred (E1TAXDEF=1), or whose contributions to secondary pension or retirement plan are tax-deferred (E2TAXDEF=1), or who participates in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC=1)),] AND whose job or business either contributes or not to the pension or retirement plan (EEMPCONT = 1 or 2), AND who could either choose or not how the money in the plan was invested (EINVCHOS ge 1) V -1 .Not in Universe V 1 .Yes V 2 .No D EHOWINV7 2 347 T PR: Investment type selected for plan PR36_7PR360 How are the current contributions to this account being invested? Money market funds Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and [either (whose contributions to primary pension or retirement plan are tax-deferred (E1TAXDEF=1), or whose contributions to secondary pension or retirement plan are tax-deferred (E2TAXDEF=1), or who participates in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC=1)),] AND whose job or business either contributes or not to the pension or retirement plan (EEMPCONT = 1 or 2), AND who could either choose or not how the money in the plan was invested (EINVCHOS ge 1) V -1 .Not in Universe V 1 .Yes V 2 .No D EHOWINV8 2 349 T PR: Investment type selected for plan PR36_8PR360 How are the current contributions to this account being invested? Other investments Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and [either (whose contributions to primary pension or retirement plan are tax-deferred (E1TAXDEF=1), or whose contributions to secondary pension or retirement plan are tax-deferred (E2TAXDEF=1), or who participates in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC=1)),] AND whose job or business either contributes or not to the pension or retirement plan (EEMPCONT = 1 or 2), AND who could either choose or not how the money in the plan was invested (EINVCHOS ge 1) V -1 .Not in Universe V 1 .Yes V 2 .No D AHOWINVS 1 351 T PR: Allocation flag for EHOWINV1 - EHOWINV8 PR36_PR360 Allocation flag for investment type(s) selected for the plan V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EMOSTINV 2 352 T PR: Investment receiving largest share PR37_PR370 Of the types of investments just mentioned, which type is where the largest share of current contributions are being invested? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and [either (whose contributions to primary pension or retirement plan are tax-deferred (E1TAXDEF=1), or whose contributions to secondary pension or retirement plan are tax-deferred (E2TAXDEF=1), or who participates in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC=1)),] AND whose job or business contributes or not to the pension or retirement plan (EEMPCONT = 1 or 2). V -1 .Not in Universe V 1 .Employer company stock V 2 .Stock funds V 3 .Corporate bonds or bond funds V 4 .Long term interest bearing V .securities V 5 .Diversified stock and bond funds V 6 .Government securities V 7 .Money market funds V 8 .Other investments V 9 .Evenly split between types V .reported D AMOSTINV 1 354 T PR: Allocation flag for EMOSTINV PR37_PR370 Allocation flag for investment type receiving largest share of contributions V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D T3TOTAMT 8 355 T PR: Plan balance PR38_PR380 As of the end of the last month of the reference period, what was the total amount of money in your account? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and either (whose contributions to primary pension or retirement plan are tax-deferred (E1TAXDEF = 1), or whose contributions to secondary pension or retirement plan are tax-deferred (E2TAXDEF = 1), or who participates in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC = 1)) V 0 .Not In Universe V 1:230000 .Amount in dollars D A3TOTAMT 1 363 T PR: Allocation flag for T3TOTAMT PR38_PR380 Allocation flag for plan balance at end of reference period V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EPENLOAN 2 364 T PR: Withdrawal of money from plan as loan PR40_PR391 Have you ever taken out any money from your plan in the form of a loan? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and either (whose contributions to primary pension or retirement plan are tax-deferred (E1TAXDEF = 1), or whose contributions to secondary pension or retirement plan are tax-deferred (E2TAXDEF = 1), or who participates in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC = 1)) V -1 .Not in Universe V 1 .Yes V 2 .No D APENLOAN 1 366 T PR: Allocation flag for EPENLOAN PR40_PR391 Allocation flag for respondent's withdrawal of money from plan in loan V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D ELETLOAN 2 367 T PR: Does respondent's plan permit loan withdrawals PR41_PR392 Does your plan permit you to take out a loan? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and [either (whose contributions to primary pension or retirement plan are tax-deferred (E1TAXDEF=1), or whose contributions to secondary pension or retirement plan are tax-deferred (E2TAXDEF = 1), or who participates in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC=1)),] AND who had not ever taken out money from their pension or retirement plan in the form of a loan (EPENLOAN=2) V -1 .Not in Universe V 1 .Yes V 2 .No D ALETLOAN 1 369 T PR: Allocation flag for ELETLOAN PR41_PR392 Allocation flag for whether pension or retirement plan permits loan withdrawals V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D TLOANBAL 8 370 T PR: Current balance due on loan PR42_PR393 What is the current outstanding balance due from that loan? Universe = All respondents age 15 and over who held a job or owned a business as of the last day of the reference period (RMNJBBS>0), and either (whose contributions to primary pension or retirement plan are tax-deferred (E1TAXDEF = 1), or whose contributions to secondary pension or retirement plan are tax-deferred (E2TAXDEF = 1), or who participates in a tax-deferred retirement plan offered by his/her job or business (E3PARTIC = 1)), and who has taken money out of the pension retirement plan in the form of a loan (EPENLOAN = 1) V 0 .Not In Universe V 1:35000 .Amount in dollars D ALOANBAL 1 378 T PR: Allocation flag for TLOANBAL PR42_PR393 Allocation flag for respondent's outstanding balance on loan from plan V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EOTHRPEN 2 379 T PR: Pension plan(s) with second job/business PR44_PR400 Are you participating in any pension or retirement plans offered on any other jobs or businesses you currently have? Universe = All respondents age 15 and over with more than one job or business held on the last day of the reference period V -1 .Not in Universe V 1 .Yes V 2 .No D AOTHRPEN 1 381 T PR: Allocation flag for EOTHRPEN PR44_PR400 Allocation flag for if respondent has second plan from second job/business V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EPREVPEN 2 382 T PR: Pension plan(s) with previous job/business PR45_PR410 Other than Social Security or the plans we have already talked about, have you ever been covered by a pension or retirement plan on any previous jobs or businesses? Universe = All respondents age 25 and over V -1 .Not in Universe V 1 .Yes V 2 .No D APREVPEN 1 384 T PR: Allocation flag for EPREVPEN PR45_PR410 Allocation flag for if respondent had plan from previous job/business V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EPREVEXP 2 385 T PR: Previous plans with benefits not yet received PR46_PR420 Are there any previous plans from which you have not yet received any benefits, but expect to receive them in the future? Universe = All respondents age 25 and over who have ever been covered by a pension or retirement plan from a prior job or business (EPREVPEN = 1) V -1 .Not in Universe V 1 .Yes V 2 .No D APREVEXP 1 387 T PR: Allocation flag for EPREVEXP PR46_PR420 Allocation flag for plan from previous job/business with future benefits V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D TPREVYRS 2 388 T PR: Years worked before receiving pension PR47_PR430 How many years did you work on the job from which you expect to receive this pension? Universe = All respondents age 25 and over who expect to receive pension or retirement benefits from a previously held job or business in the future (EPREVEXP = 1) V -1 .Not in Universe V 1:33 .Number of Years D APREVYRS 1 390 T PR: Allocation flag for TPREVYRS PR47_PR430 Allocation flag for years worked at previous job/business with future retirement/pension benefits V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EWHNLEFT 4 391 T PR: Year respondent left previous job/business PR47A_PR431 In what year did you leave that job? Universe = All respondents age 25 and over who expect to receive pension or retirement benefits from a previously held job or business in the future (EPREVEXP = 1) V -1 .Not in Universe V 1900:2012 .Year D AWHNLEFT 1 395 T PR: Allocation flag for EWHNLEFT PR47A_PR431 Allocation flag for the year the respondent left his/her previously held job or business V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EPREVTYP 2 396 T PR: How job's benefits are determined PR48_PR440 Will the amount of your retirement benefits from that plan be determined by a formula such as one based on your earnings and years of service or will your benefits be based on the total amount of money held in an individual account for you? Universe = All respondents age 25 and over who expect to receive pension or retirement benefits from a previously held job or business in the future (EPREVEXP = 1) V -1 .Not in Universe V 1 .Based on a formula V 2 .Based on the amount of money in V .account D APREVTYP 1 398 T PR: Allocation flag for EPREVTYP PR48_PR440 Allocation flag for how previous job/business's future retirement/pension benefits are determined V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D TPREVAMT 8 399 T PR: Balance in retirement/pension plan PR49_PR450 As of the end of (last month of the reference period), what was the total amount of money in your account? Universe = All respondents age 25 and over who expect to receive pension or retirement benefits from a previously held job or business in the future, and whose benefits are based on the total amount of money in their pension or retirement account (EPREVTYP = 2) V 0 .Not In Universe V 1:260000 .Amount in dollars D APREVAMT 1 407 T PR: Allocation flag for TPREVAMT PR49_PR450 Allocation flag for balance in previous job/business's retirement/pension plan V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EPREWITH 2 408 T PR: Withdrawal allowed from pension plan PR51_PR461 Could you withdraw this money now, or will you have to wait until retirement age to get the money? Universe = All respondents age 25 and over who expect to receive pension or retirement benefits from a previously held job or business in the future, and whose benefits are based on the total amount of money in their pension or retirement account (EPREVTYP = 2) V -1 .Not in Universe V 1 .Could withdraw money now V 2 .Must wait until retirement D APREWITH 1 410 T PR: Allocation flag for EPREWITH PR51_PR461 Allocation flag for withdrawal allowed from previous job/business's retirement/pension plan (yes/no) V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EPREVLMP 2 411 T PR: Recipiency of lump-sum from a plan PR52_PR470 Have you ever received a lump-sum payment from a pension or retirement plan from a previous job, including any lump-sums that may have been directly rolled over to another plan or to an IRA? Universe = 1. All respondents between the ages of 21 and 24 inclusive who did not receive a lump-sum payment in the reference period EGICODE ne 39 OR 2. All respondents 25 and over who are covered by a pension or retirement plan from a prior job or business (EPREVPEN = 1), AND whose expect to receive pension or retirement benefits from a previously held job or business in the future (EPREVEXP = 1), AND whose benefits are based on a formula (EPREVTYP = 1) OR 3. All respondents age 21 and who EITHER said in the core they rolled money over into retirement plan (EROLOVR1 = 1), OR who did not roll money over any into a retirement plan (EROLOVR1 = 2)) OR 4. All respondents age 25 and over who were covered by a plan from a previous job (EPREVPEN = 1) AND did not report pension lump sum earlier EGICODE ne 39 (TAGE between 21-24 and EGICODE ne 39) or (TAGE ge 25 and EPREVPEN = 1 and EPREVEXP = 1 and EPREVTYP = 1) or (TAGE ge 25 and (EROLOVR1 = 1 or EROLOVR1 = 2)) or (TAGE ge 25 and EPREVPEN = 1 and EGICODE ne 39) V -1 .Not in Universe V 1 .Yes V 2 .No D APREVLMP 1 413 T PR: Allocation flag for EPREVLMP PR52_PR470 Allocation flag to find out if the respondent had ever received a lump-sum payment from a pension or retirement plan from a previous job V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EWHYLEFT 2 414 T PR: Reason for leaving previous job or business PR52A_PR471 Why did you leave that job? Universe = All respondents 21 and over who received a lump-sum payment from a pension plan from a previous job or business (TAGE ge 21 AND EPREVLMP = 1) V -1 .Not in Universe V 1 .Laid Off V 2 .Retired or old age V 3 .Child care problems V 4 .Other family obligations V 5 .Own illness V 6 .Own injury V 7 .School/Training V 8 .Discharged/fired V 9 .Employer bankrupt V 10 .Employer sold business V 11 .Job temporary and ended V 12 .Quit to take another job V 13 .Slack work/business conditions V 14 .Unsatisfactory work arrangements D AWHYLEFT 1 416 T PR: Allocation flag for EWHYLEFT PR52A_PR471 Allocation flag for why the respondent left his/her previous job V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D ESURVLMP 2 417 T PR: Recipiency of lump-sum survivor benefits PR53_PR480 Have you ever received survivor benefits in the form of a lump-sum payment from someone else's pension or retirement plan? Universe = All respondents 25 and over who were not covered by a pension or retirement plan from a previous job or business, or all respondent 21 and over who have not received any lump-sum payment from a pension plan from a previous job or business (TAGE ge 25 AND EPREVPEN = 2) OR (TAGE ge 21 AND EPREVLMP = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ASURVLMP 1 419 T PR: Allocation flag for ESURVLMP PR53_PR480 Allocation flag for recipiency of lump-sum survivor benefits from someone else's pension or retirement plan V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D ELUMPNUM 2 420 T PR: Number of lump-sum distributions received PR54_PR490 Over the years, how many of these lump-sum distributions, including rollovers, have you received? Universe = All respondents 21 and over who either have ever received a lump-sum payment from a pension plan from a previous job or business or who have ever received any lump-sum payments as a survivor's benefits from someone else's pension or retirement plan TAGE ge 21 AND (EPREVLMP = 1 OR ESURVLMP = 1) V -1 .Not in Universe V 1:99 .Number of lump sums D ALUMPNUM 1 422 T PR: Allocation flag for ELUMPNUM PR54_PR490 Allocation flag for number of lump-sum distributions received V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D ELMPYEAR 4 423 T PR: Year latest lump-sum or rollover was received PR55_PR500 Please answer the following questions about your most recent lump-sum or rollover. In what year did you receive this lump-sum or rollover? Universe = All respondents 21 and over who either have ever received a lump-sum payment from a pension plan from a previous job or business or who have ever received any lump-sum payments as a survivor's benefits from someone else's pension or retirement plan TAGE ge 21 AND (EPREVLMP = 1 OR ESURVLMP = 1) V -1 .Not in Universe V 1900:2012 .Year D ALMPYEAR 1 427 T PR: Allocation flag for ELMPYEAR PR55_PR500 Allocation flag for the year the latest lump-sum or rollover was received V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D ELUMPN97 2 428 T PR: Lump-sum payments for 2011 PR56_PR510 Did you also receive any lump-sum payments in 2011? Universe = All respondents 21 and over who had previously received more than one lump-sum payment and who received a lump-sum payment in 2012 TAGE ge 21 AND (ELUMPNUM gt 1 AND ELMPYEAR = 2012) V -1 .Not in Universe V 1 .Yes V 2 .No D ALUMPN97 1 430 T PR: Allocation flag for ELUMPN97 PR56_PR510 Allocation flag for 2011 lump-sum payment recipiency V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D ELUMPSRC 2 431 T PR: Source of lump-sum payment PR57_PR520 Was the lump-sum from a private employer or union plan, from the military, from other Federal employee plans, or from a State or local government plan? Universe = All respondents 21 and over who either have ever received a lump-sum payment from a pension plan from a previous job or business or who have ever received any lump-sum payments as a survivor's benefits from someone else's pension or retirement plan TAGE ge 21 AND (EPREVLMP = 1 OR ESURVLMP = 1) V -1 .Not in Universe V 1 .Private employer or union plan V 2 .Military plan V 3 .Other federal plans V 4 .State or local government V 5 .Other D ALUMPSRC 1 433 T PR: Allocation flag for ELUMPSRC PR57_PR520 Allocation flag for type of plan providing lump-sum payment V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D ELUMPHOW 2 434 T PR: Type of Lump-sum payment withdrawal PR58_PR521 Did you withdraw the money voluntarily, or did the plan require you to withdraw it? Universe = All respondents 21 and over who either have ever received a lump-sum payment from a pension plan from a previous job or business or who have ever received any lump-sum payments as a survivor's benefits from someone else's pension or retirement plan TAGE ge 21 AND (EPREVLMP = 1 OR ESURVLMP = 1) V -1 .Not in Universe V 1 .Voluntarily V 2 .Required to withdraw D ALUMPHOW 1 436 T PR: Allocation flag for ELUMPHOW PR58_PR521 Allocation flag for whether the lump-sum payment was a voluntary withdrawal V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D TLUMPTOT 8 437 T PR: Total amount of lump-sum payment PR59_PR530 What was the total amount of the lump-sum or rollover? Universe = All respondents 21 and over who either have ever received a lump-sum payment from a pension plan from a previous job or business or who have ever received any lump-sum payments as a survivor's benefits from someone else's pension or retirement plan TAGE ge 21 AND (EPREVLMP = 1 OR ESURVLMP = 1) V 0 .Not In Universe V 1:37500 .Amount in dollars D ALUMPTOT 1 445 T PR: Allocation flag for TLUMPTOT PR59_PR530 Allocation flag for total amount of lump-sum payment V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D ELUMPREC 2 446 T PR: Lump-sum payment retained or rolled over PR61_PR550 Did you actually receive the money, or was it directly rolled over into another plan or to an IRA? Universe = All respondents 21 and over who either have ever received a lump-sum payment from a pension plan from a previous job or business or who have ever received any lump-sum payments as a survivor's benefits from someone else's pension or retirement plan TAGE ge 21 AND (EPREVLMP = 1 OR ESURVLMP = 1) V -1 .Not in Universe V 1 .Actually received V 2 .Directly rolled over D ALUMPREC 1 448 T PR: Allocation flag for ELUMPREC PR61_PR550 Allocation flag for whether lump-sum payment was retained or rolled over V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D ELMPROLL 2 449 T PR: Lump-sum payment retained or rolled over PR62_PR560 After receiving the lump-sum payment, did you then roll any of the money over into another retirement plan or into an IRA? Universe = All respondents 21 and over who actually received money for a lump-sum payment and did not roll it over directly (TAGE ge 21 AND ELUMPREC = 1) V -1 .Not in Universe V 1 .Yes V 2 .No D ALMPROLL 1 451 T PR: Allocation flag for ELMPROLL PR62_PR560 Allocation flag for whether the lump-sum payment was retained or rolled over V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D ELMPWHER 2 452 T PR: Type of plan used for rollover PR63_PR570 Did you roll it over into another plan on your job, an individual annuity, an IRA, or some other type of plan? Universe = All respondents 21 and over who either whose lump-sum money was directly rolled over into another retirement plan or IRA, or who after receiving the lump-sum payment, rolled the money over into another retirement plan or IRA TAGE ge 21 AND (ELUMPREC = 2 OR ELMPROLL = 1) V -1 .Not in Universe V 1 .Plan on job V 2 .Individual annuity V 3 .IRA V 4 .OTHER D ALMPWHER 1 454 T PR: Allocation flag for ELMPWHER PR63_PR570 Allocation flag for type of plan used for rollover V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D ELUMPENT 2 455 T PR: Rollover of all or part of lump-sum payment PR64_PR571 Did you roll over the entire amount or just part of it? Universe = All respondents 21 and over who either whose lump-sum money was directly rolled over into another retirement plan or IRA, or who after receiving the lump-sum payment, rolled the money over into another retirement plan or IRA TAGE ge 21 AND (ELUMPREC = 2 OR ELMPROLL = 1) V -1 .Not in Universe V 1 .Entire amount V 2 .Partial amount D ALUMPENT 1 457 T PR: Allocation flag for ELUMPENT PR64_PR571 Allocation flag for the rollover of all or part of the lump-sum payment V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D ELMPSP01 2 458 T PR: Use of lump-sum payment PR65_1PR580 People who receive lump sums may spend or invest the money in many different ways. How did you use the money from the lump sum you received? Invested in an IRA, annuity, or other retirement program Universe = All respondents age 21 and over who either (1) didn't roll over any of the lump-sum money received into another retirement plan or IRA (ELMPROLL = 2) or just rolled over a partial amount (ELUMPENT = 2)), OR (2) who received a lump-sum payment from a pension plan during the reference period (EGICODE = 39), AND who did not roll over any money into an IRA or other type of retirement plan (EROLOVR1 = 2). TAGE ge 21 AND ((ELUMPENT = 2 OR ELMPROLL = 2) OR (EGICODE = 39 AND EROLOVR1 = 2)) V -1 .Not in Universe V 1 .Yes V 2 .No D ELMPSP02 2 460 T PR: Use of lump-sum payment PR65_2PR580 People who receive lump sums may spend or invest the money in many different ways. How did you use the money from the lump sum you received? Put it into a savings account or CDs Universe = All respondents age 21 and over who either (1) didn't roll over any of the lump-sum money received into another retirement plan or IRA (ELMPROLL = 2) or just rolled over a partial amount (ELUMPENT = 2)), OR (2) who received a lump-sum payment from a pension plan during the reference period (EGICODE = 39), AND who did not roll over any money into an IRA or other type of retirement plan (EROLOVR1 = 2). TAGE ge 21 AND ((ELUMPENT = 2 OR ELMPROLL = 2) OR (EGICODE = 39 AND EROLOVR1 = 2)) V -1 .Not in Universe V 1 .Yes V 2 .No D ELMPSP03 2 462 T PR: Use of lump-sum payment PR65_3PR580 People who receive lump sums may spend or invest the money in many different ways. How did you use the money from the lump sum you received? Invested in other financial instruments (stocks, mutual funds, bonds, money market funds) Universe = All respondents age 21 and over who either (1) didn't roll over any of the lump-sum money received into another retirement plan or IRA (ELMPROLL = 2) or just rolled over a partial amount (ELUMPENT = 2)), OR (2) who received a lump-sum payment from a pension plan during the reference period (EGICODE = 39), AND who did not roll over any money into an IRA or other type of retirement plan (EROLOVR1 = 2). TAGE ge 21 AND ((ELUMPENT = 2 OR ELMPROLL = 2) OR (EGICODE = 39 AND EROLOVR1 = 2)) V -1 .Not in Universe V 1 .Yes V 2 .No D ELMPSP04 2 464 T PR: Use of lump-sum payment PR65_4PR580 People who receive lump sums may spend or invest the money in many different ways. How did you use the money from the lump sum you received? Invested in land, other real properties Universe = All respondents age 21 and over who either (1) didn't roll over any of the lump-sum money received into another retirement plan or IRA (ELMPROLL = 2) or just rolled over a partial amount (ELUMPENT = 2)), OR (2) who received a lump-sum payment from a pension plan during the reference period (EGICODE = 39), AND who did not roll over any money into an IRA or other type of retirement plan (EROLOVR1 = 2). TAGE ge 21 AND ((ELUMPENT = 2 OR ELMPROLL = 2) OR (EGICODE = 39 AND EROLOVR1 = 2)) V -1 .Not in Universe V 1 .Yes V 2 .No D ELMPSP05 2 466 T PR: Use of lump-sum payment PR65_5PR580 People who receive lump sums may spend or invest the money in many different ways. How did you use the money from the lump sum you received? Invested in own or family business or farm Universe = All respondents age 21 and over who either (1) didn't roll over any of the lump-sum money received into another retirement plan or IRA (ELMPROLL = 2) or just rolled over a partial amount (ELUMPENT = 2)), OR (2) who received a lump-sum payment from a pension plan during the reference period (EGICODE = 39), AND who did not roll over any money into an IRA or other type of retirement plan (EROLOVR1 = 2). TAGE ge 21 AND ((ELUMPENT = 2 OR ELMPROLL = 2) OR (EGICODE = 39 AND EROLOVR1 = 2)) V -1 .Not in Universe V 1 .Yes V 2 .No D ELMPSP06 2 468 T PR: Use of lump-sum payment PR65_6PR580 People who receive lump sums may spend or invest the money in many different ways. How did you use the money from the lump sum you received? Used for housing (purchase, paid off mortgage, home improvements/repairs) Universe = All respondents age 21 and over who either (1) didn't roll over any of the lump-sum money received into another retirement plan or IRA (ELMPROLL = 2) or just rolled over a partial amount (ELUMPENT = 2)), OR (2) who received a lump-sum payment from a pension plan during the reference period (EGICODE = 39), AND who did not roll over any money into an IRA or other type of retirement plan (EROLOVR1 = 2). TAGE ge 21 AND ((ELUMPENT = 2 OR ELMPROLL = 2) OR (EGICODE = 39 AND EROLOVR1 = 2)) V -1 .Not in Universe V 1 .Yes V 2 .No D ELMPSP07 2 470 T PR: Use of lump-sum payment PR65_7PR580 People who receive lump sums may spend or invest the money in many different ways. How did you use the money from the lump sum you received? Paid bills, loans, or other debts Universe = All respondents age 21 and over who either (1) didn't roll over any of the lump-sum money received into another retirement plan or IRA (ELMPROLL = 2) or just rolled over a partial amount (ELUMPENT = 2)), OR (2) who received a lump-sum payment from a pension plan during the reference period (EGICODE = 39), AND who did not roll over any money into an IRA or other type of retirement plan (EROLOVR1 = 2). TAGE ge 21 AND ((ELUMPENT = 2 OR ELMPROLL = 2) OR (EGICODE = 39 AND EROLOVR1 = 2)) V -1 .Not in Universe V 1 .Yes V 2 .No D ELMPSP08 2 472 T PR: Use of lump-sum payment PR65_8PR580 People who receive lump sums may spend or invest the money in many different ways. How did you use the money from the lump sum you received? Bought a car, boat, furniture, or other consumer items Universe = All respondents age 21 and over who either (1) didn't roll over any of the lump-sum money received into another retirement plan or IRA (ELMPROLL = 2) or just rolled over a partial amount (ELUMPENT = 2)), OR (2) who received a lump-sum payment from a pension plan during the reference period (EGICODE = 39), AND who did not roll over any money into an IRA or other type of retirement plan (EROLOVR1 = 2). TAGE ge 21 AND ((ELUMPENT = 2 OR ELMPROLL = 2) OR (EGICODE = 39 AND EROLOVR1 = 2)) V -1 .Not in Universe V 1 .Yes V 2 .No D ELMPSP09 2 474 T PR: Use of lump-sum payment PR65_9PR580 People who receive lump sums may spend or invest the money in many different ways. How did you use the money from the lump sum you received? Vacation, travel, or recreation Universe = All respondents age 21 and over who either (1) didn't roll over any of the lump-sum money received into another retirement plan or IRA (ELMPROLL = 2) or just rolled over a partial amount (ELUMPENT = 2)), OR (2) who received a lump-sum payment from a pension plan during the reference period (EGICODE = 39), AND who did not roll over any money into an IRA or other type of retirement plan (EROLOVR1 = 2). TAGE ge 21 AND ((ELUMPENT = 2 OR ELMPROLL = 2) OR (EGICODE = 39 AND EROLOVR1 = 2)) V -1 .Not in Universe V 1 .Yes V 2 .No D ELMPSP10 2 476 T PR: Use of lump-sum payment PR65_10PR580 People who receive lump sums may spend or invest the money in many different ways. How did you use the money from the lump sum you received? Paid expenses while laid off Universe = All respondents age 21 and over who either (1) didn't roll over any of the lump-sum money received into another retirement plan or IRA (ELMPROLL = 2) or just rolled over a partial amount (ELUMPENT = 2)), OR (2) who received a lump-sum payment from a pension plan during the reference period (EGICODE = 39), AND who did not roll over any money into an IRA or other type of retirement plan (EROLOVR1 = 2). TAGE ge 21 AND ((ELUMPENT = 2 OR ELMPROLL = 2) OR (EGICODE = 39 AND EROLOVR1 = 2)) V -1 .Not in Universe V 1 .Yes V 2 .No D ELMPSP11 2 478 T PR: Use of lump-sum payment PR65_11PR580 People who receive lump sums may spend or invest the money in many different ways. How did you use the money from the lump sum you received? Moving or relocation expenses Universe = All respondents age 21 and over who either (1) didn't roll over any of the lump-sum money received into another retirement plan or IRA (ELMPROLL = 2) or just rolled over a partial amount (ELUMPENT = 2)), OR (2) who received a lump-sum payment from a pension plan during the reference period (EGICODE = 39), AND who did not roll over any money into an IRA or other type of retirement plan (EROLOVR1 = 2). TAGE ge 21 AND ((ELUMPENT = 2 OR ELMPROLL = 2) OR (EGICODE = 39 AND EROLOVR1 = 2)) V -1 .Not in Universe V 1 .Yes V 2 .No D ELMPSP12 2 480 T PR: Use of lump-sum payment PR65_12PR580 People who receive lump sums may spend or invest the money in many different ways. How did you use the money from the lump sum you received? Medical or dental expenses Universe = All respondents age 21 and over who either (1) didn't roll over any of the lump-sum money received into another retirement plan or IRA (ELMPROLL = 2) or just rolled over a partial amount (ELUMPENT = 2)), OR (2) who received a lump-sum payment from a pension plan during the reference period (EGICODE = 39), AND who did not roll over any money into an IRA or other type of retirement plan (EROLOVR1 = 2). TAGE ge 21 AND ((ELUMPENT = 2 OR ELMPROLL = 2) OR (EGICODE = 39 AND EROLOVR1 = 2)) V -1 .Not in Universe V 1 .Yes V 2 .No D ELMPSP13 2 482 T PR: Use of lump-sum payment PR65_13PR580 People who receive lump sums may spend or invest the money in many different ways. How did you use the money from the lump sum you received? Paid or saved for education Universe = All respondents age 21 and over who either (1) didn't roll over any of the lump-sum money received into another retirement plan or IRA (ELMPROLL = 2) or just rolled over a partial amount (ELUMPENT = 2)), OR (2) who received a lump-sum payment from a pension plan during the reference period (EGICODE = 39), AND who did not roll over any money into an IRA or other type of retirement plan (EROLOVR1 = 2). TAGE ge 21 AND ((ELUMPENT = 2 OR ELMPROLL = 2) OR (EGICODE = 39 AND EROLOVR1 = 2)) V -1 .Not in Universe V 1 .Yes V 2 .No D ELMPSP14 2 484 T PR: Use of lump-sum payment PR65_14PR580 People who receive lump sums may spend or invest the money in many different ways. How did you use the money from the lump sum you received? General or everyday expenses Universe = All respondents age 21 and over who either (1) didn't roll over any of the lump-sum money received into another retirement plan or IRA (ELMPROLL = 2) or just rolled over a partial amount (ELUMPENT = 2)), OR (2) who received a lump-sum payment from a pension plan during the reference period (EGICODE = 39), AND who did not roll over any money into an IRA or other type of retirement plan (EROLOVR1 = 2). TAGE ge 21 AND ((ELUMPENT = 2 OR ELMPROLL = 2) OR (EGICODE = 39 AND EROLOVR1 = 2)) V -1 .Not in Universe V 1 .Yes V 2 .No D ELMPSP15 2 486 T PR: Use of lump-sum payment PR65_15PR580 People who receive lump sums may spend or invest the money in many different ways. How did you use the money from the lump sum you received? Gave to family members or charities Universe = All respondents age 21 and over who either (1) didn't roll over any of the lump-sum money received into another retirement plan or IRA (ELMPROLL = 2) or just rolled over a partial amount (ELUMPENT = 2)), OR (2) who received a lump-sum payment from a pension plan during the reference period (EGICODE = 39), AND who did not roll over any money into an IRA or other type of retirement plan (EROLOVR1 = 2). TAGE ge 21 AND ((ELUMPENT = 2 OR ELMPROLL = 2) OR (EGICODE = 39 AND EROLOVR1 = 2)) V -1 .Not in Universe V 1 .Yes V 2 .No D ELMPSP16 2 488 T PR: Use of lump-sum payment PR65_16PR580 People who receive lump sums may spend or invest the money in many different ways. How did you use the money from the lump sum you received? Paid taxes Universe = All respondents age 21 and over who either (1) didn't roll over any of the lump-sum money received into another retirement plan or IRA (ELMPROLL = 2) or just rolled over a partial amount (ELUMPENT = 2)), OR (2) who received a lump-sum payment from a pension plan during the reference period (EGICODE = 39), AND who did not roll over any money into an IRA or other type of retirement plan (EROLOVR1 = 2). TAGE ge 21 AND ((ELUMPENT = 2 OR ELMPROLL = 2) OR (EGICODE = 39 AND EROLOVR1 = 2)) V -1 .Not in Universe V 1 .Yes V 2 .No D ELMPSP17 2 490 T PR: Use of lump-sum payment PR65_17PR580 People who receive lump sums may spend or invest the money in many different ways. How did you use the money from the lump sum you received? Saved for retirement expenses Universe = All respondents age 21 and over who either (1) didn't roll over any of the lump-sum money received into another retirement plan or IRA (ELMPROLL = 2) or just rolled over a partial amount (ELUMPENT = 2)), OR (2) who received a lump-sum payment from a pension plan during the reference period (EGICODE = 39), AND who did not roll over any money into an IRA or other type of retirement plan (EROLOVR1 = 2). TAGE ge 21 AND ((ELUMPENT = 2 OR ELMPROLL = 2) OR (EGICODE = 39 AND EROLOVR1 = 2)) V -1 .Not in Universe V 1 .Yes V 2 .No D ELMPSP18 2 492 T PR: Use of lump-sum payment PR65_18PR580 People who receive lump sums may spend or invest the money in many different ways. How did you use the money from the lump sum you received? Saved or invested in other ways Universe = All respondents age 21 and over who either (1) didn't roll over any of the lump-sum money received into another retirement plan or IRA (ELMPROLL = 2) or just rolled over a partial amount (ELUMPENT = 2)), OR (2) who received a lump-sum payment from a pension plan during the reference period (EGICODE = 39), AND who did not roll over any money into an IRA or other type of retirement plan (EROLOVR1 = 2). TAGE ge 21 AND ((ELUMPENT = 2 OR ELMPROLL = 2) OR (EGICODE = 39 AND EROLOVR1 = 2)) V -1 .Not in Universe V 1 .Yes V 2 .No D ELMPSP19 2 494 T PR: Use of lump-sum payment PR65_19PR580 People who receive lump sums may spend or invest the money in many different ways. How did you use the money from the lump sum you received? Spent in other ways Universe = All respondents age 21 and over who either (1) didn't roll over any of the lump-sum money received into another retirement plan or IRA (ELMPROLL = 2) or just rolled over a partial amount (ELUMPENT = 2)), OR (2) who received a lump-sum payment from a pension plan during the reference period (EGICODE = 39), AND who did not roll over any money into an IRA or other type of retirement plan (EROLOVR1 = 2). TAGE ge 21 AND ((ELUMPENT = 2 OR ELMPROLL = 2) OR (EGICODE = 39 AND EROLOVR1 = 2)) V -1 .Not in Universe V 1 .Yes V 2 .No D ALMPSP 1 496 T PR: Allocation flag for ELMPSP01-ELMPSP19 PR65_PR580 Allocation flag for use of lump-sum payment V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EPENLNG1 2 497 T PR: For the rest of life payments PR66_1PR600 Earlier you said you received some pension or retirement income other than Social Security during the period from (first month of reference period). Will you continue to receive these benefits for the rest of your life, or will it be just a limited number of payments, or was it just a single lump sum payment? Rest of life Universe = All respondents age 15 and over who received any pension income in Core (EGICODE = 30 or 31 or 32 or 33 or 34 or 35 or 38) V -1 .Not in Universe V 1 .Yes V 2 .No D EPENLNG2 2 499 T PR: Limited number of payments PR66_2PR600 Earlier you said you received some pension or retirement income other than Social Security during the period from (first month of reference period). Will you continue to receive these benefits for the rest of your life, or will it be just a limited number of payments, or was it just a single lump sum payment? Limited number of payments Universe = All respondents age 15 and over who received any pension income in Core (EGICODE = 30 or 31 or 32 or 33 or 34 or 35 or 38) V -1 .Not in Universe V 1 .Yes V 2 .No D EPENGNG3 2 501 T PR: Lump sum payments PR66_3PR600 Earlier you said you received some pension or retirement income other than Social Security during the period from (first month of reference period). Will you continue to receive these benefits for the rest of your life, or will it be just a limited number of payments, or was it just a single lump sum payment? Lump-sum payment Universe = All respondents age 15 and over who received any pension income in Core (EGICODE = 30 or 31 or 32 or 33 or 34 or 35 or 38) V -1 .Not in Universe V 1 .Yes V 2 .No D APENLGTH 1 503 T PR: Allocation flag for EPENLNG1-EPENLNG2 and EPENGNG3 PR66_PR600 Allocation flag for payments received for the rest of respondent's life, for limited number of payments and for lump sum payments V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EPENNUMB 2 504 T PR: Income received from more than one plan PR67_PR610 Did you receive this income from more than one pension plan? Universe = All respondents age 15 and over who received any pension income in Core (EGICODE = 30 or 31 or 32 or 33 or 34 or 35 or 38) and who will receive the pension for the rest of his/her life (EPENLNG1 =1) V -1 .Not in Universe V 1 .Yes V 2 .No D APENNUMB 1 506 T PR: Allocation flag for EPENNUMB PR67_PR610 Allocation flag for retirement income received from more than one pension plan V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EPENNUMS 2 507 T PR: Number of plans producing income PR68_PR620 How many different plans did you receive this income from? Universe = All respondents age 15 and over who received any pension income in Core (EGICODE = 30 or 31 or 32 or 33 or 34 or 35 or 38), and who will receive the pension for the rest of his/her life, and who receives income from more than one pension plan (EPENNUMB = 1) V -1 .Not in Universe V 2:99 .Number of plans D APENNUMS 1 509 T PR: Allocation flag for EPENNUMS PR68_PR620 Allocation flag for number of pension plans producing retirement income V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EPENSRCE 2 510 T PR: Pension from own or former spouse's employment PR69_PR640 The following questions refer to the previously referred pension or retirement plan. Does this pension benefit come from a job or business that you held in the past, or does it come from a job or business held by your former spouse? Universe = All respondents age 15 and over who received any pension income in Core (EGICODE = 30 or 31 or 32 or 33 or 34 or 35 or 38) V -1 .Not in Universe V 1 .Respondent's job V 2 .Respondent's former spouse's job V 3 .Other D APENSRCE 1 512 T PR: Allocation flag for EPENSRCE PR69_PR640 Allocation flag if pension plan is from own or former spouse's employment V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EPENWHEN 4 513 T PR: Year when receipts from pension began PR70_PR650 In what year did you begin receiving this pension? Universe = All respondents age 15 and over who received any pension income in Core (EGICODE = 30 or 31 or 32 or 33 or 34 or 35 or 38), and the pension is for the rest of the respondent's life (EPENLNG1 = 1), and it comes from his/her job or business (EPENSRCE = 1) V -1 .Not in Universe V 1900:2012 .Year of receipt D APENWHEN 1 517 T PR: Allocation flag for EPENWHEN PR70_PR650 Allocation flag for the year the respondent began receiving the pension V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EPENBASE 2 518 T PR: Calculation method of pension amount PR71_PR660 Was the amount of this pension payment based on years of service and pay, or on the amount of money held in an individual account for you? Universe = All respondents age 15 and over who received any pension income in Core (EGICODE = 30 or 31 or 32 or 33 or 34 or 35 or 38) and the pension is for the rest of the respondent's life (EPENLNG1 = 1), and it comes from his/her job or business (EPENSRCE = 1) V -1 .Not in Universe V 1 .Years of service and pay V 2 .Amount in individual account D APENBASE 1 520 T PR: Allocation flag for EPENBASE PR71_PR660 Allocation flag for calculation method of pension amount V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EPENSURV 2 521 T PR: Reduced benefits for survivor's option PR72_PR670 Were reduced benefits taken in order to elect a survivor's option? Universe = All respondents age 15 and over who received any pension income in Core (EGICODE = 30 or 31 or 32 or 33 or 34 or 35 or 38), and the pension is for the rest of the respondent's life (EPENLNG1 = 1), and it comes from his/her job or business (EPENSRCE = 1) V -1 .Not in Universe V 1 .Yes V 2 .No V 3 .No survivor's option offered D APENSURV 1 523 T PR: Allocation flag for EPENSURV PR72_PR670 Allocation flag for reduced benefits for survivor's option (yes/no) V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EPENINCR 2 524 T PR: Has pension amount ever increased PR73_PR680 Has the amount of your pension ever increased for any reason? Universe = All respondents age 15 and over who received any pension income in Core (EGICODE = 30 or 31 or 32 or 33 or 34 or 35 or 38), and the pension is for the rest of the respondent's life (EPENLNG1 = 1), and it comes from his/her job or business (EPENSRCE = 1) V -1 .Not in Universe V 1 .Yes V 2 .No D APENINCR 1 526 T PR: Allocation flag for EPENINCR PR73_PR680 Allocation flag for if pension amount had ever increased V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EPENCOLA 2 527 T PR: Cost-of-living adjustments PR74_PR690 Does your pension plan provide for automatic cost-of-living adjustments known as COLA's? Universe = All respondents age 15 and over who received any pension income in Core (EGICODE = 30 or 31 or 32 or 33 or 34 or 35 or 38), and the pension is for the rest of the respondent's life (EPENLNG1 = 1), and it comes from the respondent's job or business (EPENSRCE = 1), AND the respondent's pension has ever increased (EPENINCR = 1) V -1 .Not in Universe V 1 .Yes V 2 .No D APENCOLA 1 529 T PR: Allocation flag for EPENCOLA PR74_PR690 Allocation flag for if pension provides cost-of-living increases V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EPENDECR 2 530 T PR: Increment in pension payment PR75_PR700 Did the amount of your pension payment ever decrease for any reason? Universe = All respondents age 15 and over who received any pension income in Core (EGICODE = 30 or 31 or 32 or 33 or 34 or 35 or 38), and who will receive the pension for the rest of his/her life (EPENLNG1 =1), and whose pension comes from his/her job or business (EPENSRCE = 1) V -1 .Not in Universe V 1 .Yes V 2 .No D APENDECR 1 532 T PR: Allocation flag for EPENDECR PR75_PR700 Allocation flag for if pension payment ever decreased V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D TPENSAMT 8 533 T PR: Recode for current monthly pension amount PR77_PR720 How much do you currently receive EACH MONTH from this plan? Universe = All respondents age 15 and over who received any pension income in Core (EGICODE = 30 or 31 or 32 or 33 or 34 or 35 or 38), and who will receive the pension for the rest of his/her life (EPENLNG1 = 1), AND whose pension comes from his/her job or business (EPENSRCE = 1) V 0 .Not In Universe V 1:5400 .Amount in dollars D APENSAMT 1 541 T PR: Allocation flag for TPENSAMT PR77_PR720 Allocation flag for the recode which asks for the current monthly pension payment amount. V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D TPENAMT1 9 542 T PR: Initial monthly pension payment amount PR76_PR710 How much did you receive from this plan each month when you first began receiving the pension payment? Universe = All respondents age 15 and over who received any pension income in Core (EGICODE = 30 or 31 or 32 or 33 or 34 or 35 or 38), and it is for the rest of his/her life (EPENLNG1 = 1), and the pension comes from his/her job or business (EPENSRCE = 1), AND his/her pension payment has ever increased (EPENINCR = 1) or ever decreased (EPENDECR = 1) V 0 .Not In Universe V 1:12000 .Amount in dollars D APENAMT1 1 551 T PR: Allocation flag for TPENAMT1 PR76_PR710 Allocation flag for the initial monthly pension payment amount V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D ELMPSRCE 2 552 T PR: Source of most recent lump-sum payment PR78_PR730 Now I have some questions about your most recent lump-sum payment. Did this payment come from a job or business you held in the past, or did it come from a job or business held by your former spouse? Universe = All respondents age 55 and over (TAGE>54), who did not receive any pension income in Core (EGICODE ne 30, and ne 31, and ne 32 and ne 33, and ne 34, and ne 35, and ne 38), AND either who received a lump-sum payment in the past (EPREVLMP = 1) or received a lump-sum payment in the reference period (EGICODE = 39) V -1 .Not in Universe V 1 .Respondent's former job V 2 .Respondent's former spouse's job V 3 .Other D ALMPSRCE 1 554 T PR: Allocation flag for ELMPSRCE PR78_PR730 Allocation flag for source of most recent lump-sum payment V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EJOBRETI 2 555 T PR: Retired from a job or business PR79_PR740 Have you ever retired from a job or business? Universe = All respondents age 55 and over (TAGE>54) who did not receive any pension income in the reference period (EGICODE ne 30, and ne 31, and ne 32, and ne 33, and ne 34, and ne 35, and ne 38), AND who did not receive a lump-sum payment in the past (EPREVLMP ne 1), OR all respondents age 55 and over (TAGE>54) who did not receive any pension income in the reference period (EGICODE ne 30, and ne 31, and ne 32, and ne 33, and ne 34, and ne 35, and ne 38), and who did not received a lump-sum payment in the reference period (EGICODE ne 39) V -1 .Not in Universe V 1 .Yes V 2 .No D AJOBRETI 1 557 T PR: Allocation flag for EJOBRETI PR79_PR740 Allocation flag for if respondent had ever retired from a job or business V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EWRK5YRS 2 558 T PR: Worked for five years or more PR80_PR750 Have you ever worked for pay as much as five years or more? Universe = All respondents age 55 and over (TAGE>54) who had never retired from a job or business (EJOBRETI = 2), and who had no job or business indicated in the reference period (EPDJBTHN = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D AWRK5YRS 1 560 T PR: Allocation flag for EWRK5YRS PR80_PR750 Allocation flag for if respondent had ever worked for five years or more V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D ESCREPEN 2 561 T PR: Retirement benefits from job or business PR81_PR751 Did you retire from a job or from a business? or Was your longest employment on a job or in a business? or Did this pension benefit come from a job or from a business? Universe = All respondents age 15 and over (TAGE>14) who received any pension or retirement in the reference period (EGICODE = 30 or 31 or 32 or 33 or 34 or 35 or 38) AND the pension comes from his/her job or business (EPENSRCE = 1), OR all respondents age 55 and over (TAGE>54) and either (1) who had ever received a lump-sum payment from a pension or retirement plan from a prior job (EPREVLMP = 1), or (2) received a lump-sum payment during the reference period (EGICODE = 39), or (3) who had ever worked for pay for as long as five years (EWRK5YRS = 1), or (4) who had ever retired from a job or business (EJOBRETI = 1) V -1 .Not in Universe V 1 .Job V 2 .Business D ASCREPEN 1 563 T PR: Allocation flag for ESCREPEN PR81_PR751 Allocation flag for if pension benefit came from a job or a business V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EJBINDRP 4 564 T PR: Job industry code This is the industry code for the job from which you received this most recent lump-sum payment, or from which you retired, or on which you worked the longest. Universe = All respondents age 15 and over (TAGE>14) and (ESCREPEN = 1) V -1 .Not in Universe V 0170:9990 .Industry code D AJBINDRP 1 568 T PR: Allocation flag for EJBINDRP Allocation flag for the industry code from which the respondent received his/her most recent lump-sum payment, or from which he/she retired, or on which he/she worked the longest V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D TJBOCCRP 4 569 T PR: Job occupational code This is the occupational code for the job from which you received this most recent lump-sum payment, or from which you retired, or on which you worked the longest. Universe = All respondents age 15 and over (TAGE>14) and (ESCREPEN = 1) V -1 .Not in Universe V 0010:9990 .Occupational code D AJBOCCRP 1 573 T PR: Allocation flag for TJBOCCRP Allocation flag for the occupational code from which the respondent received his/her most recent lump-sum payment, or from which he/she retired, or on which he/she worked the longest V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D RCLWRKR 2 574 T PR: Class of worker recode Recode of the respondent's class of worker Universe = All respondents age 15 and over (TAGE>14) and (ESCREPEN = 1) V -1 .Not in Universe V 1 .Private for profit employee V 2 .Private not for profit employee V 3 .Local government worker V 4 .State government worker V 5 .Federal government worker V 6 .Family worker without pay V 7 .Active duty Armed Forces D ACLWRKR 1 576 T PR: Allocation flag for Class of worker Allocation flag for the respondent's class of worker recode V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EMULTLOC 2 577 T PR: Number of employer's locations PR90_PR840 Did your employer operate in more than one location? Universe = All respondents age 15 and over (TAGE>14) and (ESCREPEN = 1) V -1 .Not in Universe V 1 .Yes V 2 .No D AMULTLOC 1 579 T PR: Allocation flag for EMULTLOC PR90_PR840 Allocation flag for whether the employer operated in more than one location V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D ENUMWORK 2 580 T PR: Number of employees PR91_PR850 How many people were employed at the location where you worked? (at respondent's location if more than one location) Universe = All respondents age 15 and over (TAGE>14) and (ESCREPEN = 1), and whose former employer operated in more than one location (EMULTLOC = 1) V -1 .Not in Universe V 1 .Less than 10 V 2 .10 to 25 V 3 .26 to 50 V 4 .51 to 100 V 5 .101 to 200 V 6 .201 to 500 V 7 .501 to 1000 V 8 .Greater than 1000 D ANUMWORK 1 582 T PR: Allocation flag for ENUMWORK PR91_PR850 Allocation flag for number of employees at respondent's work location V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EEMPLALL 2 583 T PR: Number of employees at all locations PR92_PR860 About how many people were employed by that employer (at all locations, or at respondent's location if only one location)? Universe = All respondents age 15 and over (TAGE>14) and (ESCREPEN = 1) V -1 .Not in Universe V 1 .Less than 10 V 2 .10 to 25 V 3 .26 to 50 V 4 .51 to 100 V 5 .101 to 200 V 6 .201 to 500 V 7 .501 to 1000 V 8 .Greater than 1000 D AEMPLALL 1 585 T PR: Allocation flag for EEMPLALL PR92_PR860 Allocation flag for number of employees at all work locations V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EUNIONYN 2 586 T PR: Union/employee association contract PR93_PR870 When you worked for that employer, were you covered under a union or employee association contract? Universe = All respondents age 15 and over (TAGE>14) and (ESCREPEN = 1) V -1 .Not in Universe V 1 .Yes V 2 .No D AUNIONYN 1 588 T PR: Allocation flag for EUNIONYN PR93_PR870 Allocation flag for union/employee association contract V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D THRSWEEK 3 589 T PR: Hours per week at past job PR94_PR880 How many hours per week did you usually work at that job? Universe = All respondents age 15 and over (TAGE>14) and (ESCREPEN = 1) V -1 .Not in Universe V 1:60 .Number of hours per week D AHRSWEEK 1 592 T PR: Allocation flag for THRSWEEK PR94_PR880 Allocation flag for number of hours per week at past job V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EWKSYRS 2 593 T PR: Weeks per year at past job PR95_PR890 How many weeks during the year did you usually work at that job? Include paid vacation and sick leave as work time. Universe = All respondents age 15 and over (TAGE>14) and (ESCREPEN = 1) V -1 .Not in Universe V 1:52 .Number of weeks D AWKSYRS 1 595 T PR: Allocation flag for EWKSYRS PR95_PR890 Allocation flag for number of weeks per year at past job V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D TYRSWRKD 2 596 T PR: Total years worked at past job PR96_PR900 How many years did you work at that job? Universe = All respondents age 15 and over (TAGE>14) and (ESCREPEN = 1) V -1 .Not in Universe V 1:40 .Number of years D AYRSWRKD 1 598 T PR: Allocation flag for TYRSWRKD PR96_PR900 Allocation flag for the number of weeks per year at past job V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EYRLRFTJ 4 599 T PR: Year left past job PR97_PR910 In what year did you leave that job? Universe = All respondents age 15 and over (TAGE>14) and (ESCREPEN = 1) V -1 .Not in Universe V 1900:2012 .Year D AYRLRFTJ 1 603 T PR: Allocation flag for EYRLRFTJ PR97_PR910 Allocation flag for the year the respondent left his/her past job V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D TERNLEV1 8 604 T PR: Amount of pre-tax earnings at past job PR98_PR920 When you left that job, how much were you earning before deductions for taxes, etc? Universe = All respondents age 15 and over (TAGE>14) and (ESCREPEN = 1), and who was not a family worker without pay (RCLWRKR ne 6) V 0 .Not In Universe V 1:125000 .Amount in dollars D EERNLEV2 2 612 T PR: Frequency of earnings at past job PR98_PR920 Is this per week, biweekly, per month, or per year? Universe = All respondents age 15 and over (TAGE>14) and (ESCREPEN = 1), and who was not a family worker without pay (RCLWRKR ne 6) V -1 .Not in Universe V 1 .Per week V 2 .Biweekly V 3 .Per month V 4 .Per year D AERNLEAV 1 614 T PR: Allocation flag for TERNLEV1-EERNLEV2 PR98_PR920 Allocation flag for pre-tax earnings at respondent's past job V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EHLTHPLN 2 615 T PR: Current health plan from former employer PR99_PR940 Are you now covered by a health plan provided through your former employer? Universe = All respondents age 15 and over (TAGE>14) and (ESCREPEN = 1) V -1 .Not in Universe V 1 .Yes V 2 .No D AHLTHPLN 1 617 T PR: Allocation flag for EHLTHPLN PR99_PR940 Allocation flag for current health plan from former employer V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D TBSINDRP 2 618 T PR: Business industry code This is the industry code of the business from which you received this most recent lump-sum payment, or from which you retired, or on which you worked the longest. Universe = All respondents age 15 and over (TAGE>14) and (ESCREPEN = 2) V -1 .Not in Universe V 1 .Agriculture, Forestry, Fishing V .and Hunting V 2 .Mining V 3 .Construction V 4 .Manufacturing V 5 .Wholesale trade V 6 .Retail Trade V 7 .Transportation and warehousing, V .and utilities V 8 .Information V 9 .Finance, Insurance, Real Estate V .and Rental and Leasing V 10 .Professional, Scientific, V .Management, Administrative V .and Waste Management V .Services V 11 .Educational, health and social V .services V 12 .Arts, entertainment, recreation, V .accommodation, and food V .services V 13 .Other Services (except public V .adminstration) V 14 .Public administration V 15 .Active duty military V 99 .Unable to code D ABSINDRP 1 620 T PR: Allocation flag for TBSINDRP Allocation flag for the industry code for the business from which the respondent received his/her most recent lump-sum payment, or from which he/she retired, or on which he/she worked the longest V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EBSOCCRP 4 621 T PR: Business occupational code This is the occupational code of the business from which you received this most recent lump-sum payment, or from which you retired, or on which you worked the longest. Universe = All respondents age 15 and over (TAGE>14) and (ESCREPEN = 2) V -1 .Not in Universe V 0010:9990 .Occupational code D ABSOCCRP 1 625 T PR: Allocation flag for EBSOCCRP Allocation flag for the occupational code from which the respondent received his/her most recent lump-sum payment, or from which he/she retired, or on which he/she worked the longest V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D TMAKEMPL 2 626 T PR: Maximum number of employees PR104_PR954 What was the maximum number of people you employed, including yourself, who worked at this business at any one time? Universe = All respondents age 15 and over (TAGE>14) and (ESCREPEN = 2) V -1 .Not in Universe V 1 .Less than 10 V 2 .10 to 25 V 3 .26 to 50 V 4 .51 to 200 V 5 .201 or more D AMAKEMPL 1 628 T PR: Allocation flag for TMAKEMPL PR104_PR954 Allocation flag for maximum number of employees at respondent's business V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EBUSNINC 2 629 T PR: Was respondent's business incorporated PR105_PR955 Was this business incorporated? Universe = All respondents age 15 and over (TAGE>14) and (ESCREPEN = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ABUSNINC 1 631 T PR: Allocation flag for EBUSNINC PR105_PR955 Allocation flag for if respondent's business was incorporated V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D TBUSHRSW 3 632 T PR: Number of hours per week PR106_PR956 How many hours per week did you usually work at that business? Universe = All respondents age 15 and over (TAGE>14) and (ESCREPEN = 2) V -1 .Not in Universe V 1:80 .Number of hours D ABUSHRSW 1 635 T PR: Allocation flag for TBUSHRSW PR106_PR956 Allocation flag for number of hours per week respondent worked at own business V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EBUSWKSY 2 636 T PR: Number of weeks per year PR107_PR957 How many weeks during the year did you usually work at that business? Include paid vacation and sick leave as work time. Universe = All respondents age 15 and over (TAGE>14) and (ESCREPEN = 2) V -1 .Not in Universe V 1:52 .Number of weeks D ABUSWKSY 1 638 T PR: Allocation flag for EBUSWKSY PR107_PR957 Allocation flag for number of weeks per year respondent worked at own business V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D TBUSLONG 2 639 T PR: Number of years PR108_PR958 How many years did you work at that business? Universe = All respondents age 15 and over (TAGE>14) and (ESCREPEN = 2) V -1 .Not in Universe V 1:50 .Number of years D ABUSLONG 1 641 T PR: Allocation flag for TBUSLONG PR108_PR958 Allocation flag for number of years respondent worked at own business V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EBUSLEAV 4 642 T PR: Year respondent left own business PR109_PR959 In what year did you leave that business? Universe = All respondents age 15 and over (TAGE>14) and (ESCREPEN = 2) V -1 .Not in Universe V 1900:2012 .Year D ABUSLEAV 1 646 T PR: Allocation flag for EBUSLEAV PR109_PR959 Allocation flag for year respondent left own business V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D TBUSERN1 8 647 T PR: Pre-tax earnings at past business PR110_PR960 When you left that business, how much were you earning before deductions for taxes, etc? Universe = All respondents age 15 and over (TAGE>14) and (ESCREPEN = 2) V 0 .Not In Universe V 1:175000 .Amount in dollars D EBUSERN2 2 655 T PR: Frequency of earnings PR110_PR960 Was this per week, biweekly, per month, or per year? Universe = All respondents age 15 and over (TAGE>14) and (ESCREPEN = 2) V -1 .Not in Universe V 1 .Per week V 2 .Biweekly V 3 .Per month V 4 .Per year D ABUSERN 1 657 T PR: Allocation flag for TBUSERN1-EBUSERN2 PR110_PR960 Allocation flag for pre-tax earnings at past business V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D EBUSHLTH 2 658 T PR: Present health plan by former business PR111_PR970 Are you now covered by a health plan provided through your former business? Universe = All respondents age 15 and over (TAGE>14) and (ESCREPEN = 2) V -1 .Not in Universe V 1 .Yes V 2 .No D ABUSHLTH 1 660 T PR: Allocation flag for EBUSHLTH PR111_PR970 Allocation flag for present coverage by health plan at past business V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D ESTDLVNG 2 661 T PR: Standard of living query PR112_PR980 Compared to the standard of living you had in your early fifties, would you say that your current standard of living is... 1 Much better 2 Somewhat better 3 About the same 4 Somewhat worse 5 Much worse Universe = All respondents age 55 and over(TAGE > 54) V -1 .Not in Universe V 1:5 .Categories D ASTDLVNG 1 663 T PR: Allocation flag for ESTDLVNG PR112_PR980 Allocation flag for standard of living query V 0 .Not imputed V 1 .Statistical imputation (hotdeck) V 2 .Cold deck imputation V 3 .Logical imputation (derivation) D RTMEENO 2 664 T PR: Main job number Number of the main job record belonging to this person. Universe = All respondents age 15 and over who held a job as of the last day of the reference period V -1 .Not in Universe V 0 .No current job but in universe V .for topical module V 1:99 .Job number of main job D RTMEBNO 2 666 T PR: Main business number Number of the main business record belonging to this person. Universe = All respondents age 15 and over who owned a business as of the last day of the reference period V -1 .Not in Universe V 0 .No current business but in V .universe for topical module V 1:99 .Business number of main business D FILLER 1 668