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pdfIncome and Assets (IAQ)
Variable Name
MR Screen
Name
LFINTRO1
LFINTRO1
Question text/description
Code list
Now I have some questions about (PREVIOUS YEAR) income and other financial resources (01) CONTINUE
for [you/(SP)] [and (your/his/her) (wife/husband/partner)].
(-7) Empty
As with all information collected by the MCBS, the data are confidential and covered by
the Privacy Act of 1974. Your answers will be combined with those of other respondents,
and [your/his/her] Medicare benefits will not be affected in any way by your answers to
these questions.
BOX LFINTRO1 If SPAISTATUS = 3 (Deceased in Community) or 4 (Deceased in Institutition), go to IAQ50 TOTAL_COMBINED1.
Otherwise, go to LIFINTRO2 - LFINTRO2.
LFINTRO2
As the brochure explains, your responses to these questions can help us determine the
(01) CONTINUE
impact of income on [your/his/her] use and access to health care. I will be asking a series (-7) Empty
of questions about [your/(SP’s)/you and your (wife’s/husband’s/partner's)/(SP) and
(his/her) (wife’s/husband’s/partner's)] income and other financial resources. First, I will
ask whether [you/(SP)/you and your (wife/husband/partner)/(SP) and (his/her)
(wife/husband/partner)] had particular types of income or other resources. All these
questions can be answered with a "yes" or a "no." Then, I will ask you to estimate
[your/(SP's)/their] total income. [Please answer all questions for [you and your
(wife/husband/partner)/(SP) and (his/her) (wife/husband/partner)].
Please feel free to refer to any records or other persons who may be of assistance to you.
WORKWEEK
LF1
Did [you/(SP)] do any work for pay in the last week? By the last week, I mean the week
beginning on Sunday [MONTH, DAY OF SUNDAY PRIOR TO TODAY/MONTH, DAY OF
SUNDAY PRIOR TO THE SATURDAY BEFORE TODAY’S DATE] and ending [today/on Saturday
(MONTH, DAY OF SATURDAY PRIOR TO TODAY’S DATE)]?
[you] respondent is SP (SPPROXY=1), SP does not have a spouse who is alive and living in the household (ROSTREL^=2, or ROSTREL=2 and HHFLAG^=1)
[(SP)] respondent is proxy (SPPROXY=2), SP does not have a spouse who is alive and living in the household (ROSTREL^=2, or ROSTREL=2 and
HHFLAG^=1)
[and your husband] (respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), SP’s spouse is
male (ROSTESEX=1)) or (respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), SP is male
(ROSTSEX=1), proxy is SP’s spouse (ROSTREL=2))
[and your wife] (respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), SP’s spouse is female
(ROSTESEX=2)) or (respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), SP is female
(ROSTSEX=2), proxy is SP’s spouse (ROSTREL=2))
[and your partner] (respondent is SP (SPPROXY=1), SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1)) or (respondent
is proxy (SPPROXY=2), SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1), proxy is SP’s partner (ROSTREL=56))
[and his husband] respondent is proxy (SPPROXY=2), SP is male (ROSTSEX=1), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), SP’s spouse is male (ROSTSEX=1), proxy is not SP’s spouse (ROSTREL^=2)
[and his wife] respondent is proxy (SPPROXY=2), SP is male (ROSTSEX=1), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), SP’s spouse is female (ROSTSEX=2), proxy is not SP’s spouse (ROSTREL^=2)
[and his partner] respondent is proxy (SPPROXY=2), SP is male (ROSTSEX=1), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1), proxy is not SP’s partner (ROSTREL^=56)
[and her husband] respondent is proxy (SPPROXY=2), SP is female (ROSTSEX=2), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), SP’s spouse is male (ROSTSEX=1), proxy is not SP’s spouse (ROSTREL^=2)
[and her wife] respondent is proxy (SPPROXY=2), SP is female (ROSTSEX=2), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), SP’s spouse is female (ROSTSEX=2), proxy is not SP’s spouse (ROSTREL^=2)
[and her partner] respondent is proxy (SPPROXY=2), SP is female (ROSTSEX=2), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1), proxy is not SP’s partner (ROSTREL^=56)
GIVE BROCHURE TO RESPONDENT. ALLOW A FEW MINUTES FOR RESPONDENT TO
REVIEW BROCHURE IF NECESSARY.
LFINTRO2
Text Fill Logic
(1) YES
(2) NO
(-8) DON’T KNOW
(-9) REFUSED
[your] respondent is SP (SPPROXY=1)
[his] respondent is proxy (SPPROXY=2), SP male (ROSTSEX=1)
[your] respondent is SP (SPPROXY=1)
[his] respondent is proxy (SPPROXY=2), SP male (ROSTSEX=1)
[her] respondent is proxy (SPPROXY=2), SP female (ROSTSEX=2)
[your] respondent is SP (SPPROXY=1), SP does not have a spouse who is alive and living in the household (ROSTREL^=2, or ROSTREL=2 and HHFLAG^=1)
[(SP)’s] respondent is proxy (SPPROXY=2), SP does not have a spouse who is alive and living in the household (ROSTREL^=2, or ROSTREL=2 and
HHFLAG^=1)
[you and your wife’s] (respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), SP’s spouse is
female (ROSTESEX=2)) or (respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), SP is
female (ROSTSEX=2), proxy is SP’s spouse (ROSTREL=2))
[you and your husband’s] (respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), SP’s spouse
is male (ROSTESEX=1)) or (respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), SP is
male (ROSTSEX=1), proxy is SP’s spouse (ROSTREL=2))
[you and your partner’s] (respondent is SP (SPPROXY=1), SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1)) or
(respondent is proxy (SPPROXY=2), SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1), proxy is SP’s partner
(ROSTREL=56))
[(SP) and his wife’s] respondent is proxy (SPPROXY=2), SP male (ROSTSEX=1), SP has spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), SP’s spouse is female (ROSTSEX=2), proxy is not SP’s spouse (ROSTREL^=2)
[(SP) and his husband’s] respondent is proxy (SPPROXY=2), SP male (ROSTSEX=1), SP has spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), SP’s spouse is male (ROSTSEX=1), proxy is not SP’s spouse (ROSTREL^=2)
[(SP) and his partner’s] respondent is proxy (SPPROXY=2), SP is male (ROSTSEX=1), SP has a partner who is alive and living in the household
(ROSTREL=56, HHFLAG=1), proxy is not SP’s partner (ROSTREL^=56)
[(SP) and her wife’s] respondent is proxy (SPPROXY=2), SP female (ROSTSEX=2), SP has spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), SP’s spouse is female (ROSTSEX=2), proxy is not SP’s spouse (ROSTREL^=2)
[(SP) and her husband’s] respondent is proxy (SPPROXY=2), SP female (ROSTSEX=2), SP has spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), SP’s spouse is male (ROSTSEX=1), proxy is not SP’s spouse (ROSTREL^=2)
[(SP) and
her partner’s]
respondent is proxy (SPPROXY=2), SP is female (ROSTSEX=2), SP has a partner who is alive and living in the household
[you]
respondent
is SP (SPPROXY=1)
[(SP)] respondent is proxy (SPPROXY=2)
[beginning on Sunday (MONTH, DAY OF SUNDAY PRIOR TO INTERVIEW)] TODAY’S date is a Saturday
[on Sunday (MONTH, DAY OF SUNDAY PRIOR TO THE SATURDAY BEForE TODAY’S DATE)] TODAY’S date is not a Saturday
[today] TODAY’S date is a Saturday
[on Saturday (MONTH, DAY OF SATURDAY PRIor TO TODAY’S DATE)] TODAY’S date is not a Saturday
Variable Name
RETNEVWK
IAABSENT
MR Screen
Name
LF1B
LF2
WORKMONTH
LF3
MULTIJOB
LF4
HOURSPERWEEK
LF5
Question text/description
Code list
Text Fill Logic
Is this because [you were/(SP) was] retired or [you/(SP)] never worked?
(01) RETIRED
(02) NEVER WORKED
(03) NO, NEITHER OF THESE IS
TRUE
(-8) DON'T KNOW
(-8) REFUSED
(1) YES
(2) NO
(-8) DON’T KNOW
(-9) REFUSED
[you were] respondent is SP (SPPROXY=1)
[(SP) was] respondent is proxy (SPPROXY=2)
[Do you/Does (SP)] have a job from which [you were/(he/she) was] absent last week
because of illness, vacation, or some other reason?
Now think about last month, that is [MONTH BEFORE INTERVIEW MONTH]. Did [you/(SP)] (1) YES
do any work for pay at any time in the last month?
(2) NO
(-8) DON’T KNOW
(-9) REFUSED
Last week, did [you/(SP)] have more than one job, including part-time, evening, or
(1) YES
weekend work?
(2) NO
(-8) DON’T KNOW
(-9) REFUSED
How many hours per week [do you/does (SP)] usually work at [your/his/her] [job/main
(1) [continuous response]
job]? [By main job, I mean the job at which (you work/{he/she} works) the most hours.]
(-8) DON’T KNOW
(-9) REFUSED
ENTER NUMBER OF HOURS USUALLY WORK
IF NUMBER OF HOURS VARY EACH WEEK, ENTER 997
[you] respondent is SP (SPPROXY=1)
[(SP)] respondent is proxy (SPPROXY=2)
[Do you] respondent is SP (SPPROXY=1)
[Does (SP)] respondent is proxy (SPPROXY=2)
[you were] respondent is SP (SPPROXY=1)
[he was] respondent is proxy (SPPROXY=2), SP is male (ROSTSEX=1)
[she was] respondent is proxy (SPPROXY=2), SP is female (ROSTSEX=2)
[you] respondent is SP (SPPROXY=1)
[(SP)] respondent is proxy (SPPROXY=2)
[you] respondent is SP (SPPROXY=1)
[(SP)] respondent is proxy (SPPROXY=2)
[do you] respondent is SP (SPPROXY=1)
[does (SP)] respondent is proxy (SPPROXY=2)
[your] respondent is SP (SPPROXY=1)
[his] respondent is proxy (SPPROXY=2), SP is male (ROSTSEX=1)
[her] respondent is proxy (SPPROXY=2), SP is female (ROSTSEX=2)
[main job] LF4=1/YES
[job] LF4^=1/YES
[By main job, I mean the job at which you work the most hours.] LF4=1/YES, respondent is SP (SPPROXY=1)
[By main job, I mean the job at which he works the most hours.] LF4=1/YES, respondent is proxy (SPPROXY=2), SP is male (ROSTSEX=1)
[By main job, I mean the job at which she works the most hours.] LF4=1/YES, respondent is proxy (SPPROXY=2), SP is female (ROSTSEX=2)
BOX LF1
HOURSLASTWEEK1
HOURSLASTWEEK2
LF6
LF7
If LF2=1 (YES, ABSENT LAST WEEK), go to LF7.
Otherwise, go to LF6.
How many hours did [you/(SP)] work last week?
ENTER NUMBER OF HOURS
You said [you were/(SP) was] absent from work last week. How many hours did
[you/he/she] work the last week [you were/(he/she) was] at work?
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
ENTER NUMBER OF HOURS
PAYSCHEDULE
OSPAYSCHEDULE
LF8
LF8A
[Are you/Is (SP)/In (your/{SP}’s)] main job, [are you/is (he/she)] paid every week, every
two weeks, two times a month, or on some other schedule?
SPECIFY OTHER PAYMENT SCHEDULE
[you] respondent is SP (SPPROXY=1)
[(SP)] respondent is proxy (SPPROXY=2)
[you were] respondent is SP (SPPROXY=1)
[(SP) was] respondent is proxy (SPPROXY=2)
[you] respondent is SP (SPPROXY=1)
[he] respondent is proxy (SPPROXY=2), SP is male (ROSTSEX=1)
[she] respondent is proxy (SPPROXY=2), SP is female (ROSTSEX=2)
(1) EVERY WEEK
(2) EVERY TWO WEEKS
(3) TWO TIMES A MONTH
(4) ONCE A MONTH
(5) DAILY
(9) OTHER SCHEDULE
(SPECIFY)
(-8) DON’T KNOW
(-9) REFUSED
(1) [continuous response]
[you were] respondent is SP (SPPROXY=1)
[he was] respondent is proxy (SPPROXY=2), SP is male (ROSTSEX=1)
[she was] respondent is proxy (SPPROXY=2), SP is female (ROSTSEX=2)
[Are you] LF4^=1/YES, respondent is SP (SPPROXY=1)
[Is (SP)] LF4^=1/YES, respondent is proxy (SPPROXY=2)
[In your main job, are you] LF4=1/YES, respondent is SP (SPPROXY=1)
[In (SP)'s main job, is he] LF4=1/YES, respondent is proxy (SPPROXY=2), SP is male (ROSTSEX=1)
[In (SP)'s main job, is she] LF4=1/YES, respondent is proxy (SPPROXY=2), SP is female (ROSTSEX=2)
Variable Name
LASTPAYCHECK
PAYCHECKAMT
PAYCHECKHOURLY
PAYCHECKDAILY
MONTHPAY
MR Screen
Name
LF9
Question text/description
Code list
How much was [your/(SP)’s] last paycheck before taxes and any other deductions [for
(your/his/her) main job]?
(1) ENTER PAYCHECK
AMOUNT
(2) ENTER PAY PER HOUR
IF NEEDED: We don’t need an exact dollar amount. An approximate amount is fine.
(3) ENTER PAY PER DAY
(-8) DON’T KNOW
IF NEEDED: If it is easier, you can just tell me how much [you earn/(SP) earns] per hour or (-9) REFUSED
per day.
LF9A
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
ENTER PAYCHECK AMOUNT
(1) [continuous response]
LF9B
$
ENTER PAY PER HOUR
(1) [continuous response]
LF9C
$
ENTER PAY PER DAY
(1) [continuous response]
$
Now thinking about the month of [CURRENT MONTH -1 MONTH], how much did
[you/(SP)] earn altogether from any work [you/he/she] did in [CURRENT MONTH -1
MONTH], before taxes and before any other deductions?
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
LF10
Text Fill Logic
[your] respondent is SP (SPPROXY=1)
[(SP)'s] respondent is proxy (SPPROXY=2)
[for your main job] LF4=1/YES, respondent is SP (SPPROXY=1)
[for his main job] LF4=1/YES, respondent is proxy (SPPROXY=1), SP is male (ROSTSEX=1)
[for her main job] LF4=1/YES, respondent is proxy (SPPROXY=1), SP is female (ROSSEX=2)
[you] respondent is SP (SPPROXY=1)
[(SP)] respondent is proxy (SPPROXY=2)
[you] respondent is SP (SPPROXY=1)
[he] respondent is proxy (SPPROXY=2), SP is male (ROSTSEX=1)
[she] respondent is proxy (SPPROXY=2), SP is female (ROSTSEX=2)
IF NEEDED: We don’t need an exact dollar amount. An approximate amount is fine.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
BOX LF13
SPOUSEWORK
LF13
SPOUSEEARN
LF14
ENTER DOLLAR AMOUNT
$
If ENS11-JOBSTAT = 1 of [ROSTREL = 2 (SPOUSE) or ROSTREL = 51 (PARTNER) for anyone
living in HH from ENS go to LF13. If the SP has a spouse or partner who is living in the
household (ROSTREL=2 or 56, HHFLAG=1), go to LF13.
Otherwise, go to HO1.
Did [you/(your/{SP}’s) (husband/wife/partner)] do any work for pay in the month of
[CURRENT MONTH-1 MONTH]?
In [CURRENT MONTH -1 MONTH], how much altogether did [you/your/(SP)’s]
[husband/wife/partner] earn before taxes and before any other deductions?
IF NEEDED: We don’t need an exact dollar amount. An approximate amount is fine.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
ENTER DOLLAR AMOUNT
$
(1) YES
(2) NO
(-8) DON’T KNOW
(-9) REFUSED
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
[you] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[your husband] respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), SP’s spouse is male
(ROSTSEX=1)
[your wife] respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), SP’s spouse is female
(ROSTSEX=2)
[your partner] respondent is SP (SPPROXY=1), SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1)
[(SP)'s husband] respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), SP’s spouse is
male (ROSTSEX=1), proxy is not SP’s spouse or partner (ROSTREL^=2 or 56))
[(SP)'s wife] respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), SP’s spouse is female
(ROSTSEX=2), proxy is not SP’s spouse or partner (ROSTREL^=2 or 56))
[(SP)'s partner] respondent is proxy (SPPROXY=2), SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1), proxy is not SP’s
spouse or partner (ROSTREL^=2 or 56)
[you] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[your husband] respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), SP’s spouse is male
(ROSTSEX=1)
[your wife] respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), SP’s spouse is female
(ROSTSEX=2)
[your partner] respondent is SP (SPPROXY=1), SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1)
[(SP)'s husband] respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), SP’s spouse is
male (ROSTSEX=1), proxy is not SP’s spouse or partner (ROSTREL^=2 or 56))
[(SP)'s wife] respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), SP’s spouse is female
(ROSTSEX=2), proxy is not SP’s spouse or partner (ROSTREL^=2 or 56))
[(SP)'s partner] respondent is proxy (SPPROXY=2), SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1), proxy is not SP’s
spouse or partner (ROSTREL^=2 or 56))
Variable Name
IAOWNHOME
MR Screen
Name
HO1
Question text/description
Code list
Text Fill Logic
Next, I'd like to ask you some questions about the [home/apartment or condo] [at SP’s
(ADDRESS 1, ADDRESS 2) from PERSON ROSTER].
(1) OWN
(2) RENT (OR PAY MONTHLY
AMOUNT)
(3) SOME OTHER
ARRANGEMENT
(-8) DON’T KNOW
(-9) REFUSED
[home] HAQ-Dwelling in(1,2,4,5,91,96,-8,-9)
[apartment or condo] HAQ-Dwelling in(3,6)
[Do you/Does (SP)] [or (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME
LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] own the [home/apartment or condo] at
[SP’s (ADDRESS 1, ADDRESS 2) from PERSON ROSTER], rent it, or is there some other
arrangement?
MORTGAGE
HO2
Is [your/(SP)’s] [or (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME
LASTNAME)/(PARTNER FIRSTNAME LASTNAME)'s] mortgage paid off or are monthly
mortgage payments still being made?
IF NEEDED: Include any payments on a home equity loan or second mortgage.
(1) PAID OFF
(2) STILL MAKE PAYMENTS
(3) REVERSE MORTGAGE
(-8) DON’T KNOW
(-9) REFUSED
[Do you] respondent is SP (SPPROXY=1), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or ROSTREL=2
or 56 and HHFLAG^=1)
[Does (SP)] respondent is proxy (SPPROXY=2), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or
ROSTREL=2 or 56 and HHFLAG^=1)
[Do you or (SPOUSE FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1)
[Do you or (PARTNER FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1)
[Do you or (SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[Does (SP) or (SPOUSE FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), proxy is not SP’s spouse (ROSTREL^=2)
[Does (SP) or (PARTNER FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a partner who is alive and living in the household
(ROSTREL=56, HHFLAG=1), proxy is not SP’s partner (ROSTREL^=56)
[your] respondent is SP (SPPROXY=1), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or ROSTREL=2 or
56 and HHFLAG^=1)
[(SP)'s] respondent is proxy (SPPROXY=2), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or
ROSTREL=2 or 56 and HHFLAG^=1)
[your or (SPOUSE FIRSTNAME LASTNAME)’s] respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), proxy is not SP’s partner (ROSTREL^=2)
[your or (PARTNER FIRSTNAME LASTNAME)’s] respondent is SP (SPPROXY=1), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1)
[your or (SP FIRSTNAME LASTNAME)’s] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SP)'s or (SPOUSE FIRSTNAME LASTNAME)’s] respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), proxy is not SP’s spouse (ROSTREL^=2)
[(SP)'s or (PARTNER FIRSTNAME LASTNAME)’s] respondent is proxy (SPPROXY=2), SP has a partner who is alive and living in the household
(ROSTREL=56, HHFLAG=1), proxy is not SP’s partner (ROSTREL^=56)
MORTGAGE_AMT1
MORTGATE_AMT2
HO3
How much altogether is that each month?
HO3A
ENTER DOLLAR AMOUNT
SHOW CARD IA1
Please look at this card and tell me which is closest.
IF NEEDED: Include any payments on a home equity loan or second mortgage.
MORTGAGELGNTH
HO3B
[Do you/Does (SP)] [or (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME
LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] expect to pay off the mortgage within 5
years, 10 years, or longer?
IF NEEDED: Include any payments on a home equity loan or second mortgage.
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) LESS THAN $250
(2) $250 TO LESS THAN $500
(3) $500 TO LESS THAN
$1,000
(4) $1,000 TO LESS THAN
$3,000
(5) $3,000 TO LESS THAN
$5,000
(6) $5,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
(1) WITHIN 5 YEARS
(2) WITHIN 10 YEARS
(3) LONGER THAN 10 YEARS
(-8) DON’T KNOW
(-9) REFUSED
[Do you] respondent is SP (SPPROXY=1), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or ROSTREL=2
or 56 and HHFLAG^=1)
[Does (SP)] respondent is proxy (SPPROXY=2), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or
ROSTREL=2 or 56 and HHFLAG^=1)
[Do you or (SPOUSE FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1)
[Do you or (PARTNER FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1)
[Do you or (SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[Does (SP) or (SPOUSE FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), proxy is not SP’s spouse (ROSTREL^=2)
[Does (SP) or (PARTNER FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a partner who is alive and living in the household
(ROSTREL=56, HHFLAG=1), proxy is not SP’s partner (ROSTREL^=56)
Variable Name
MORTGAGEOWE1
MR Screen
Name
HO3C
Question text/description
Code list
About how much [do you/does (SP)] [or (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME (1) [continuous response]
LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] still owe on the mortgage?
(-8) DON’T KNOW
(-9) REFUSED
IF NEEDED: The nearest $10,000 is fine.
[do you] respondent is SP (SPPROXY=1), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or ROSTREL=2
or 56 and HHFLAG^=1)
[does (SP)] respondent is proxy (SPPROXY=2), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or
ROSTREL=2 or 56 and HHFLAG^=1)
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
[do you or (SPOUSE FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1)
[do you or (PARTNER FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1)
[do you or (SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[does (SP) or (SPOUSE FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household
(ROSTREL=2, HHFLAG=1), proxy is not SP’s spouse (ROSTREL^=2)
[does (SP) or (PARTNER FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a partner who is alive and living in the household
(ROSTREL=56, HHFLAG=1), proxy is not SP’s partner (ROSTREL^=56)
IF NEEDED: Include any payments on a home equity loan or second mortgage.
ENTER DOLLAR AMOUNT
MORTGAGEOWE2
HO3D
PRESENTVALUE1
HO4
Text Fill Logic
Is the amount owed…
(1) less than $50,000,
(2) $50,000 to less than
$100,000, or
(3) $100,000 or more?
(-8) DON’T KNOW
(-9) REFUSED
What is the present value of this [home/apartment or condo]? I mean, about what would (1) [continuous response]
it bring if it was sold today, not counting any loans or outstanding mortgages?
(-8) DON’T KNOW
(-9) REFUSED
IF NEEDED: Your best guess or the nearest $10,000 is fine.
[home] HAQ-Dwelling in(1,2,4,5,91,96,-8,-9)
[apartment or condo] HAQ-Dwelling in(3,6)
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
ENTER DOLLAR AMOUNT
PRESENTVALUE2
HO4A
SHOW CARD IA2
Please look at this card and tell me which is closest.
PAYRENT
HO5
[Do you/Does (SP)] [or (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME
LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] pay rent to live here?
RENTAMT1
HO6
How much is that each month?
ENTER DOLLAR AMOUNT
(1) LESS THAN $50,000
(2) $50,000 TO LESS THAN
$75,000
(3) $75,000 TO LESS THAN
$100,000
(4) $100,000 TO LESS THAN
$200,000
(5) $200,000 TO LESS THAN
$300,000
(6) $300,000 TO LESS THAN
$500,000
(7) $500,000 TO LESS THAN
$750,000
(8) $750,000 OF MORE
(-8) DON’T KNOW
(-9) REFUSED
(1) YES
(2) NO
(-8) DON’T KNOW
(-9) REFUSED
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
[Do you] respondent is SP (SPPROXY=1), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or ROSTREL=2
or 56 and HHFLAG^=1)
[Does (SP)] respondent is proxy (SPPROXY=2), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or
ROSTREL=2 or 56 and HHFLAG^=1)
[Do you or (SPOUSE FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1)
[Do you or (PARTNER FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1)
[do you or (SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[Does (SP) or (SPOUSE FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), proxy is not SP’s spouse (ROSTREL^=2)
[Does (SP) or (PARTNER FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a partner who is alive and living in the household
(ROSTREL=56, HHFLAG=1), proxy is not SP’s partner (ROSTREL^=56)
Variable Name
RENTAMT2
MR Screen
Name
HO6A
Question text/description
Code list
SHOW CARD IA3
(1) LESS THAN $250
(2) $250 TO LESS THAN $500
(3) $500 TO LESS THAN
$1,000
(4) $1,000 TO LESS THAN
$3,000
(5) $3,000 TO LESS THAN
$5,000
(6) $5,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
Please look at this card and tell me which is closest.
BOX HO1
SECTION8
HO7
IAQINTRO1
IAQINTRO1
Text Fill Logic
If HO6>=$750 or HO6A=4 ($1,000 TO LESS THAN $3,000), 5 ($3,000 TO LESS THAN $5,000),
OR 6 ($5,000 OR MORE) go to IAQINTRO1.
Otherwise, go to HO7.
Is this home in Section 8 or public housing or housing for low-income seniors?
(1) YES
(2) NO
(-8) DON’T KNOW
(-9) REFUSED
We are interested in how people are getting along financially these days. The next few
questions are about income and other resources. Your responses can help us understand
how people manage financially as they age.
Please feel free to refer to any records or other persons that may be of assistance in
answering these questions.
SSRR_LASTMONTH
IAQ1
Many of these questions ask about “last month.” By last month, I mean in [CURRENT
MONTH – 1].
Did [you/(SP)] [or (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME
(1) YES, SP RECEIVED
LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] receive Social Security retirement and/or PAYMENT FROM SOURCE
Railroad Retirement payments in the last month, that is in [CURRENT MONTH –1]?
(2) YES, SPOUSE/PARTNER
RECEIVED PAYMENT FROM
IF NEEDED: These checks are either automatically deposited in the bank or mailed to arrive SOURCE
on the 3rd of every month. If mailed, they are often sent in gold or manila-colored
(3) NO PAYMENT RECEIVED
envelopes.
FROM THIS SOURCE
(-8) DON’T KNOW
[SELECT ALL THAT APPLY]
(-9) REFUSED
[you] respondent is SP (SPPROXY=1), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or ROSTREL=2 or
56 and HHFLAG^=1)
[(SP)] respondent is proxy (SPPROXY=2), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or ROSTREL=2
or 56 and HHFLAG^=1)
[you or (SPOUSE FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1)
[you or (PARTNER FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1)
[you or (SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SP) or (SPOUSE FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), proxy is not SP’s spouse (ROSTREL^=2)
[(SP) or (PARTNER FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1), proxy is not SP’s partner (ROSTREL^=56)
Display "SELECT ALL THAT APPLY" and response option 2 (“YES, SPOUSE/PARTNER RECEIVED PAYMENT FROM SOURCE”) if SP has a spouse or partner
who is alive and living in the household (ROSTREL=2 or 56, HHFLAG=1). Else do not display.
Display “in the last month” in underlined text.
SSDEPOSIT
BOX IAQ1
IAQ2
IF IAQ1 NE (1) SP PAYMENT THEN GO TO IAQ4, ELSE GO TO IAQ2
[Do you/Does (SP)] get payments by direct deposit, on a prepaid card, or by mail?
MMSTARTSS
IAQ3
What month and year did [you/(SP)] start receiving Social Security? ENTER MONTH
YYSTARTSS
IAQ3
What month and year did [you/(SP)] start receiving Social Security? ENTER YEAR
(1) MAIL
(2) DIRECT DEPOSIT
(3) PREPAID CARD
(-8) DON’T KNOW
(-9) REFUSED
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
[Do you] respondent is SP (SPPROXY=1)
[Does (SP)] respondent is proxy (SPPROXY=2)
[you] respondent is SP (SPPROXY=1)
[(SP)] respondent is proxy (SPPROXY=2)
[you] respondent is SP (SPPROXY=1)
[(SP)] respondent is proxy (SPPROXY=2)
Variable Name
SSI_LASTMONTH
MR Screen
Name
IAQ4
Question text/description
Code list
Text Fill Logic
Did [you/(SP)] [or (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME
LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] receive Supplemental Security Income,
which is also called SSI, last month?
(1) YES, SP RECEIVED
PAYMENT FROM SOURCE
(2) YES, SPOUSE/PARTNER
RECEIVED PAYMENT FROM
SOURCE
(3) NO PAYMENT RECEIVED
FROM THIS SOURCE
(-8) DON’T KNOW
(-9) REFUSED
[you] respondent is SP (SPPROXY=1), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or ROSTREL=2 or
56 and HHFLAG^=1)
[(SP)] respondent is proxy (SPPROXY=2), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or ROSTREL=2
or 56 and HHFLAG^=1)
IF NEEDED: These are monthly government payments to lower-income people in need.
[SELECT ALL THAT APPLY]
[you or (SPOUSE FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1)
[you or (PARTNER FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1)
[you or (SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SP) or (SPOUSE FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), proxy is not SP’s spouse (ROSTREL^=2)
[(SP) or (PARTNER FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1), proxy is not SP’s partner (ROSTREL^=56)
Display "SELECT ALL THAT APPLY" and response option 2 (“YES, SPOUSE/PARTNER RECEIVED PAYMENT FROM SOURCE”) if SP has a spouse or partner
who is alive and living in the household (ROSTREL=2 or 56, HHFLAG=1). Else do not display.
VA_LASTMONTH
IAQ5
Did [you/(SP)] [or (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME
(1) YES, SP RECEIVED
LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] receive any payments from the Veteran’s PAYMENT FROM SOURCE
Administration, last month related to military service or veteran survivor’s benefits?
(2) YES, SPOUSE/PARTNER
RECEIVED PAYMENT FROM
[IF NEEDED: The Veteran's Administration is also known as the U.S. Department of
SOURCE
Veterans Affairs.]
(3) NO PAYMENT RECEIVED
FROM THIS SOURCE
[SELECT ALL THAT APPLY]
(-8) DON’T KNOW
(-9) REFUSED
Display “in the last month” in underlined text.
[you] respondent is SP (SPPROXY=1), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or ROSTREL=2 or
56 and HHFLAG^=1)
[(SP)] respondent is proxy (SPPROXY=2), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or ROSTREL=2
or 56 and HHFLAG^=1)
[you or (SPOUSE FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1)
[you or (PARTNER FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1)
[you or (SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SP) or (SPOUSE FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), proxy is not SP’s spouse (ROSTREL^=2)
[(SP) or (PARTNER FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1), proxy is not SP’s partner (ROSTREL^=56)
Display "SELECT ALL THAT APPLY" and response option 2 (“YES, SPOUSE/PARTNER RECEIVED PAYMENT FROM SOURCE”) if SP has a spouse or partner
who is alive and living in the household (ROSTREL=2 or 56, HHFLAG=1). Else do not display.
PENSION_LASTMONTH IAQ6
People sometimes have other retirement income. This may be from pensions or
retirement plans related to their jobs.
[Do you/Does (SP)] [or (SP FIRSTNAME LASTNAME/SPOUSE FIRSTNAME
LASTNAME/PARTNER FIRSTNAME LASTNAME)] have any pension plans that were a jobrelated or union benefit?
IF NEEDED: These plans often require that a person work for a certain number of years
before they qualify or “are vested” in the pension plan.
[SELECT ALL THAT APPLY]
(1) YES, SP HAS PENTION
(2) YES, SPOUSE/PARTNER
HAS PENSION
(3) NO PENSIONS
(-8) DON’T KNOW
(-9) REFUSED
Display “last month” in underlined text.
[Do you] respondent is SP (SPPROXY=1), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or ROSTREL=2
or 56 and HHFLAG^=1)
[Does (SP)] respondent is proxy (SPPROXY=2), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or
ROSTREL=2 or 56 and HHFLAG^=1)
[Do you or (SPOUSE FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1)
[Do you or (PARTNER FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1)
[do you or (SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[Does (SP) or (SPOUSE FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), proxy is not SP’s spouse (ROSTREL^=2)
[Does (SP) or (PARTNER FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a partner who is alive and living in the household
(ROSTREL=56, HHFLAG=1), proxy is not SP’s partner (ROSTREL^=56)
Display "SELECT ALL THAT APPLY" and response option 2 (“YES, SPOUSE/PARTNER RECEIVED PAYMENT FROM SOURCE”) if SP has a spouse or partner
who is alive and living in the household (ROSTREL=2 or 56, HHFLAG=1). Else do not display.
Variable Name
MR Screen
Name
IAQ7
401K_LASTMONTH
Question text/description
Code list
SHOW CARD IA4
(1) YYES, SP HAS 401K, 403B,
IRA, OR OTHER RETIREMENT
Please look at the types of retirement plans on this card. [Do you/Does (SP)] [or (SP
PLANS
FIRSTNAME LASTNAME/SPOUSE FIRSTNAME LASTNAME/PARTNER FIRSTNAME
(2) YES, SPOUSE/PARTNER
LASTNAME)] have any of these?
HAS 401K, 403B, IRA, OR
OTHER RETIREMENT PLANS
IF NEEDED: 401Ks and 403Bs are plans where you contribute an amount each month from (3) NO PLANS
your paycheck, and your employer may match some of your contribution.
(-8) DON’T KNOW
(-9) REFUSED
IF NEEDED: IRAs, also known as Individual Retirement Accounts, are a type of plan you set
up on your own.
[SELECT ALL THAT APPLY]
MUTUALFUNDS
IAQ8
[(Not including the retirement accounts we have already talked about, {do you/does
[SP]})/(Do you/Does {SP})] [or (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME
LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] own any mutual funds or stocks?
[SELECT ALL THAT APPLY]
BONDS
IAQ9
Not including what we’ve already talked about, [do you/does (SP)] [or (SP FIRSTNAME
LASTNAME)/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] own
any bonds, such as Government Savings Bonds, corporate, municipal, or other types of
bonds?
[SELECT ALL THAT APPLY]
(1) YES, SP HAS ASSET
(2) YES, SPOUSE/PARTNER
HAS ASSET
(3) YES, SP AND
SPOUSE/PARTNER HAVE
ASSET JOINTLY
(4) NO ASSET OF THIS TYPE
(-8) DON’T KNOW
(-9) REFUSED
(1) YES, SP HAS ASSET
(2) YES, SPOUSE/PARTNER
HAS ASSET
(3) YES, SP AND
SPOUSE/PARTNER HAVE
ASSET JOINTLY
(4) NO ASSET OF THIS TYPE
(-8) DON’T KNOW
(-9) REFUSED
Text Fill Logic
[Do you] respondent is SP (SPPROXY=1), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or ROSTREL=2
or 56 and HHFLAG^=1)
[Does (SP)] respondent is proxy (SPPROXY=2), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or
ROSTREL=2 or 56 and HHFLAG^=1)
[Do you or (SPOUSE FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1)
[Do you or (PARTNER FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1)
[do you or (SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[Does (SP) or (SPOUSE FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), proxy is not SP’s spouse (ROSTREL^=2)
[Does (SP) or (PARTNER FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a partner who is alive and living in the household
(ROSTREL=56, HHFLAG=1), proxy is not SP’s partner (ROSTREL^=56)
Display "SELECT ALL THAT APPLY" and response option 2 ("YES, SPOUSE/PARTNER HAS 401K, 403B, IRA, or KEOGH”) if SP has a spouse or partner who is
alive and living in the household (ROSTREL=2 or 56, HHFLAG=1). Else do not display.
Not including the retirement accounts we have already talked about, do you] IA7=1/SP RETIREMENT ACCT or 2/SPOUSE RETIREMENT ACCT, respondent
is SP (SPPROXY=1), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or ROSTREL=2 or 56 and
HHFLAG^=1)
[Not including the retirement accounts we have already talked about, does (SP)] IA7=1/SP RETIREMENT ACCT or 2/SPOUSE RETIREMENT ACCT,
respondent is proxy (SPPROXY=2), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or ROSTREL=2 or 56
and HHFLAG^=1)
[Not including the retirement accounts we have already talked about, do you or (SPOUSE FIRSTNAME LASTNAME)] IA7=1/SP RETIREMENT ACCT or
2/SPOUSE RETIREMENT ACCT, respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1)
[Not including the retirement accounts we have already talked about, do you or (PARTNER FIRSTNAME LASTNAME)] IA7=1/SP RETIREMENT ACCT or
2/SPOUSE RETIREMENT ACCT, respondent is SP (SPPROXY=1), SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1)
[Not including the retirement accounts we have already talked about, do you or (SP FIRSTNAME LASTNAME)] IA7=1/SP RETIREMENT ACCT or 2/SPOUSE
RETIREMENT ACCT, SP has a spouse or partner who is alive and living in the household (ROSTREL=2 or 56, HHFLAG=1), proxy is SP’s spouse or partner
(ROSTREL=2 or 56)
[Not including the retirement accounts we have already talked about, does (SP) or (SPOUSE FIRSTNAME LASTNAME)] IA7=1/SP RETIREMENT ACCT or
2/SPOUSE RETIREMENT ACCT, respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1),
proxy is not SP’s spouse (ROSTREL^=2)
[Not including the retirement accounts we have already talked about, does (SP) or (PARTNER FIRSTNAME LASTNAME)] IA7=1/SP RETIREMENT ACCT or
2/SPOUSE RETIREMENT ACCT, respondent is proxy (SPPROXY=2), SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1),
proxy is not SP’s partner (ROSTREL^=56)
[Do you] IA7^=1/SP RETIREMENT ACCT or 2/SPOUSE RETIREMENT ACCT, respondent is SP (SPPROXY=1), SP does not have spouse or partner who is
alive and living in the household (ROSTREL^=2 or 56, or ROSTREL=2 or 56 and HHFLAG^=1)
[Does (SP)] IA7^=1/SP RETIREMENT ACCT or 2/SPOUSE RETIREMENT ACCT, respondent is proxy (SPPROXY=2), SP does not have spouse or partner who
is alive and living in the household (ROSTREL^=2 or 56, or ROSTREL=2 or 56 and HHFLAG^=1)
[Do you or (SPOUSE FIRSTNAME LASTNAME)] IA7^=1/SP RETIREMENT ACCT or 2/SPOUSE RETIREMENT ACCT, respondent is SP (SPPROXY=1), SP has a
spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1)
[Do
you or
(PARTNERisFIRSTNAME
LASTNAME)]
RETIREMENT
ACCTwho
or 2/SPOUSE
RETIREMENT
respondent
is SP (SPPROXY=1),
SP has a
[do you]
respondent
SP (SPPROXY=1),
SP doesIA7^=1/SP
not have spouse
or partner
is alive and
living in theACCT,
household
(ROSTREL^=2
or 56, or ROSTREL=2
or 56 and HHFLAG^=1)
[does (SP)] respondent is proxy (SPPROXY=2), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or
ROSTREL=2 or 56 and HHFLAG^=1)
[do you or (SPOUSE FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1)
[do you or (PARTNER FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1)
[do you or (SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[does (SP) or (SPOUSE FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), proxy is not SP’s spouse (ROSTREL^=2)
[does (SP) or (PARTNER FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a partner who is alive and living in the household
(ROSTREL=56, HHFLAG=1), proxy is not SP’s partner (ROSTREL^=56)
Display “SELECT ALL THAT APPLY” and response option 2 (“YES, SPOUSE/PARTNER HAS ASSET”) and response option 3 (“YES, SP AND SPOUSE/PARTNER
HAVE ASSET JOINTLY”) if SP has a spouse or partner who is alive and living in the household (ROSTREL=2 or 56, HHFLAG=1). Else do not display.
Variable Name
CHECKING
SAVINGS
MR Screen
Name
IAQ10
IAQ11
Question text/description
The next questions ask about different kinds of bank or savings accounts people
sometimes have or property they own.
(1) YES, SP HAS ASSET
(2) YES, SPOUSE/PARTNER
HAS ASSET
Not counting what we’ve already talked about, [do you/does (SP)] [or (SP FIRSTNAME
(3) YES, SP AND
LASTNAME)/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] have... SPOUSE/PARTNER HAVE
ASSET JOINTLY
A checking account?
(4) NO ASSET OF THIS TYPE
(-8) DON’T KNOW
(-9) REFUSED
[IF NEEDED: Not counting what we’ve already talked about, [do you/does (SP)] [or (SP
FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME
LASTNAME)] have...]
A savings account or money market account?
CERTDEPOSIT
IAQ12
Code list
[IF NEEDED: Not counting what we’ve already talked about, [do you/does (SP)] [or (SP
FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME
LASTNAME)] have...]
Certificates of deposit?
(1) YES, SP HAS ASSET
(2) YES, SPOUSE/PARTNER
HAS ASSET
(3) YES, SP AND
SPOUSE/PARTNER HAVE
ASSET JOINTLY
(4) NO ASSET OF THIS TYPE
(-8) DON’T KNOW
(-9) REFUSED
(1) YES, SP HAS ASSET
(2) YES, SPOUSE/PARTNER
HAS ASSET
(3) YES, SP AND
SPOUSE/PARTNER HAVE
ASSET JOINTLY
(4) NO ASSET OF THIS TYPE
(-8) DON’T KNOW
(-9) REFUSED
Text Fill Logic
[do you] respondent is SP (SPPROXY=1), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or ROSTREL=2
or 56 and HHFLAG^=1)
[does (SP)] respondent is proxy (SPPROXY=2), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or
ROSTREL=2 or 56 and HHFLAG^=1)
[do you or (SPOUSE FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1)
[do you or (PARTNER FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1)
[do you or (SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[does (SP) or (SPOUSE FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), proxy is not SP’s spouse (ROSTREL^=2)
[does (SP) or (PARTNER FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a partner who is alive and living in the household
(ROSTREL=56, HHFLAG=1), proxy is not SP’s partner (ROSTREL^=56)
Display response option 2 (“YES, SPOUSE/PARTNER HAS ASSET”) and 3 (“YES, SP AND SPOUSE/PARTNER HAVE ASSET JOINTLY”) if SP has a spouse or
partner who is alive and living in the household (ROSTREL=2 or 56, HHFLAG=1). Else do not display.
[do you] respondent is SP (SPPROXY=1), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or ROSTREL=2
or 56 and HHFLAG^=1)
[does (SP)] respondent is proxy (SPPROXY=2), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or
ROSTREL=2 or 56 and HHFLAG^=1)
[do you or (SPOUSE FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1)
[do you or (PARTNER FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1)
[do you or (SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[does (SP) or (SPOUSE FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), proxy is not SP’s spouse (ROSTREL^=2)
[does (SP) or (PARTNER FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a partner who is alive and living in the household
(ROSTREL=56, HHFLAG=1), proxy is not SP’s partner (ROSTREL^=56)
Display response option 2 (“YES, SPOUSE/PARTNER HAS ASSET”) and 3 (“YES, SP AND SPOUSE/PARTNER HAVE ASSET JOINTLY”) if SP has a spouse or
partner who is alive and living in the household (ROSTREL=2 or 56, HHFLAG=1). Else do not display.
[Do you] respondent is SP (SPPROXY=1), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or ROSTREL=2
or 56 and HHFLAG^=1)
[Does (SP)] respondent is proxy (SPPROXY=2), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or
ROSTREL=2 or 56 and HHFLAG^=1)
[Do you or (SPOUSE FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1)
[Do you or (PARTNER FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1)
[do you or (SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[Does (SP) or (SPOUSE FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), proxy is not SP’s spouse (ROSTREL^=2)
[Does (SP) or (PARTNER FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a partner who is alive and living in the household
(ROSTREL=56, HHFLAG=1), proxy is not SP’s partner (ROSTREL^=56)
Display response option 2 (“YES, SPOUSE/PARTNER HAS ASSET”) and 3 (“YES, SP AND SPOUSE/PARTNER HAVE ASSET JOINTLY”) if SP has a spouse or
partner who is alive and living in the household (ROSTREL=2 or 56, HHFLAG=1). Else do not display.
Variable Name
OTHER_LAND
MR Screen
Name
IAQ13
Question text/description
Code list
[Do you/Does (SP)] [or (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME
(1) YES, SP HAS ASSET
LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] own a business, a farm, or any other real (2) YES, SPOUSE/PARTNER
estate [besides (your/{SP}’s) home], including land or rental properties?
HAS ASSET
(3) YES, SP AND
[SELECT ALL THAT APPLY]
SPOUSE/PARTNER HAVE
ASSET JOINTLY
(4) NO ASSET OF THIS TYPE
(-8) DON’T KNOW
(-9) REFUSED
Text Fill Logic
[Do you] respondent is SP (SPPROXY=1), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or ROSTREL=2
or 56 and HHFLAG^=1)
[Does (SP)] respondent is proxy (SPPROXY=2), SP does not have spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or
ROSTREL=2 or 56 and HHFLAG^=1)
[Do you or (SPOUSE FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1)
[Do you or (PARTNER FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1)
[do you or (SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[Does (SP) or (SPOUSE FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), proxy is not SP’s spouse (ROSTREL^=2)
[Does (SP) or (PARTNER FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a partner who is alive and living in the household
(ROSTREL=56, HHFLAG=1), proxy is not SP’s partner (ROSTREL^=56)
Display “SELECT ALL THAT APPLY” and response option 2 (“YES, SPOUSE/PARTNER HAS ASSET”) and response option 3 (“YES, SP AND SPOUSE/PARTNER
HAVE ASSET JOINTLY”) if SP has a spouse or partner who is alive and living in the household (ROSTREL=2 or 56, HHFLAG=1). Else do not display.
[besides your home] respondent is SP (SPPROXY=1), SP owns home (HP1=1)
[besides (SP)'s home] respondent is proxy (SPPROXY=2), SP owns home (HP1=1)
IAQINTRO2
SSRR_COMBINED1
IAQINTRO2
We now have a few questions about income which are important for understanding how
people manage financially as they age.
BOX IAQ2
If IAQ1 = 1 (SP RECEIVED SS/RR) and 2 (SPOUSE RECEIVED SS/RR), go to IAQ14.
Else if IA1 = 1 (SP RECEIVED SS/RR), go to IAQ15A.
Else if IA1 = 2 (SPOUSE RECEIVED SS/RR), go to IAQ16A.
Otherwise, go to BOX IAQ3.
First, what was the amount of [your/(SP)’s] and [(SP FIRSTNAME LASTNAME)/(SPOUSE
(1) ENTER COMBINED
FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME)]’s most recent monthly Social AMOUNT
Security or Railroad Retirement payment (for the month of [CURRENT MONTH – 1])?
(2) ENTER SP AND
SPOUSE/PARTNER AMOUNTS
IF NEEDED: We don’t need an exact dollar amount.
SEPARATELY
(-8) DON’T KNOW
IF NEEDED: We know questions like these may be difficult to answer, but we need to know (-9) REFUSED
this to understand how people manage financially as they age and what effect this might
have on their health.
IAQ14
SSRR_COMBINED2
IAQ14A
ENTER COMBINED SP AND SPOUSE/PARTNER SOCIAL SECURITY/RAILROAD RETIREMENT
AMOUNT
SSRR_COMBINED3
IAQ14B
SHOW CARD IA5
Please look at this card and tell me which is closest.
SSRR_SP_AMT1
IAQ15A
What was the amount of [your/(SP)’s] most recent monthly Social Security or Railroad
Retirement payment (for the month of [CURRENT MONTH – 1])?
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
ENTER SP SOCIAL SECURITY/RAILROAD RETIREMENT AMOUNT
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) LESS THAN $1,300
(2) $1,300 TO LESS THAN
$1,700
(3) $1,700 TO LESS THAN
$2,200
(3) $2,200 TO LESS THAN
$2,600
(5) $2,600 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
[your] respondent is SP (SPPROXY=1) or respondent is proxy (SPPROXY=2) and proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SP)'s] respondent is proxy (SPPROXY=2), proxy is not SP’s spouse or partner (ROSTREL^=2 or 56)
[(SPOUSE FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1) or respondent is proxy and proxy is not SP’s spouse (ROSTREL^=56), SP has a spouse
who is alive and living in the household (ROSTREL=2, HHFLAG=1)
[(PARTNER FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1) or or respondent is proxy and proxy is not SP’s spouse or partner (ROSTREL^=2 or
56), SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1)
[(SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[your] respondent is SP (SPPROXY=1)
[(SP)'s] respondent is proxy (SPPROXY=2)
Variable Name
SSRR_SP_AMT2
MR Screen
Name
IAQ15B
Question text/description
Code list
SHOW CARD IA6
(1) LESS THAN $700
(2) $700 TO LESS THAN
$1,000
(3) $1,000 TO LESS THAN
$1,300
(4) $1,300 TO LESS THAN
$1,600
(5) $1,600 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
Please look at this card and tell me which is closest.
SSRR_SPOUSE_AMT1
BOX IAQ2A
If IAQ14 = 2 (ENTER SP AND SPOUSE/PARTNER AMOUNTS SEPARATELY), go to IAQ16A.
Otherwise, go to BOX IAQ3.
IAQ16A
What was the amount of [your/(SPOUSE FIRSTNAME LASTNAME)'s/(PARTNER FIRSTNAME (1) [continuous response]
LASTNAME)’s] most recent monthly Social Security or Railroad Retirement payment (for
(-8) DON’T KNOW
the month of [CURRENT MONTH – 1])?
(-9) REFUSED
IF NEEDED: We don’t need an exact dollar amount.
Text Fill Logic
[your] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SPOUSE FIRSTNAME LASTNAME)'s] SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), if respondent is proxy then
proxy is not SP’s spouse (ROSTREL^=2)
[(PARTNER FIRSTNAME LASTNAME)'s] SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1), if respondent is proxy then
proxy is not SP’s partner (ROSTREL^=56)
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
SSRR_SPOUSE_AMT2
IAQ16B
ENTER SPOUSE/PARTNER SOCIAL SECURITY/RAILROAD RETIREMENT AMOUNT
SHOW CARD IA6
Please look at this card and tell me which is closest.
BOX IAQ3
SSRR_COMBINED1
IAQ17
SSRR_COMBINED2
IAQ17A
SSRR_COMBINED3
IAQ17B
If IAQ4 = 1 (SP RECEIVED SSI) and 2 (SPOUSE RECEIVED SSI), go to IAQ17.
Else if IAQ4 = 1 (SP RECEIVED SSI), go to IAQ18A.
Else if IAQ4 = 2 (SPOUSE RECEIVED SSI), go to IAQ19A.
Otherwise, go to BOX IAQ4.
What was the amount of [your/(SP)’s] and [(SP FIRSTNAME LASTNAME)/(SPOUSE
FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME)]’s most recent monthly SSI
payment (for the month of [CURRENT MONTH – 1])?
(1) LESS THAN $700
(2) $700 TO LESS THAN
$1,000
(3) $1,000 TO LESS THAN
$1,300
(4) $1,300 TO LESS THAN
$1,600
(5) $1,600 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
(1) ENTER COMBINED
AMOUNT
(2) ENTER SP AND
SPOUSE/PARTNER AMOUNTS
IF NEEDED: We don’t need an exact dollar amount.
SEPARATELY
(-8) DON’T KNOW
IF NEEDED: We know questions like these may be difficult to answer, but we need to know (-9) REFUSED
this to understand how people manage financially as they age and what effect this might
have on their health.
ENTER COMBINED SP AND SPOUSE/PARTNER SSI AMOUNT
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
SHOW CARD IA7
(1) LESS THAN $300
(2) $300 TO LESS THAN $700
Please look at this card and tell me which is closest.
(3) $700 TO LESS THAN
$1,000
(4) $1,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
[your] respondent is SP (SPPROXY=1) or respondent is proxy (SPPROXY=2) and proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SP)'s] respondent is proxy (SPPROXY=2), proxy is not SP’s spouse or partner (ROSTREL^=2 or 56)
[(SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SPOUSE FIRSTNAME LASTNAME)] SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), if respondent is proxy then proxy
is not SP’s spouse (ROSTREL^=2)
[(PARTNER FIRSTNAME LASTNAME)] SP has a partner who is alive and living in the household (ROSTREL=256, HHFLAG=1), if respondent is proxy then
proxy is not SP’s partner (ROSTREL^=56)
Variable Name
SSI_SP_AMT1
MR Screen
Name
IAQ18A
Question text/description
Code list
What was the amount of [your/(SP)’s] most recent monthly SSI payment (for the month of (1) [continuous response]
[CURRENT MONTH – 1])?
(-8) DON’T KNOW
(-9) REFUSED
IF NEEDED: We don’t need an exact dollar amount.
Text Fill Logic
[your] respondent is SP (SPPROXY=1)
[(SP)'s] respondent is proxy (SPPROXY=2)
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
SSI_SP_AMT2
IAQ18B
ENTER SP SSI AMOUNT
SHOW CARD IA8
Please look at this card and tell me which is closest.
SSI_SPOUSE_AMT3
(1) LESS THAN $100
(2) $100 TO LESS THAN $200
(3) $200 TO LESS THAN $400
(4) $400 TO LESS THAN $700
(5) $700 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ3A
If IAQ17 = 2 (ENTER SP AND SPOUSE/PARTNER AMOUNTS SEPARATELY), go to IAQ19A.
Otherwise, go to BOX IAQ4.
IAQ19A
What was the amount of [your/(SPOUSE FIRSTNAME LASTNAME)'s/(PARTNER FIRSTNAME (1) [continuous response]
LASTNAME)'s] most recent monthly SSI payment (for the month of [CURRENT MONTH –
(-8) DON’T KNOW
1])?
(-9) REFUSED
IF NEEDED: We don’t need an exact dollar amount.
[your] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SPOUSE FIRSTNAME LASTNAME)] SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), if respondent is proxy then proxy
is not SP’s spouse (ROSTREL^=2)
[(PARTNER FIRSTNAME LASTNAME)] SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1), if respondent is proxy then
proxy is not SP’s partner (ROSTREL^=56)
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
SSI_SPOUSE_AMT4
IAQ19B
ENTER SPOUSE/PARTNER SSI AMOUNT
SHOW CARD IA8
Please look at this card and tell me which is closest.
BOX IAQ4
VA_AMT_COMBINED1
VA_AMT_COMBINED2
IAQ20
IAQ20A
If IAQ5 = 1 (SP RECEIVED VA) and 2 (SPOUSE RECEIVED VA), go to IAQ20.
Else if IAQ5 = 1 (SP RECEIVED VA), go to IA21A.
Else if IAQ5 = 2 (SPOUSE RECEIVED VA), go to IAQ22A.
Otherwise, go to BOX IAQ5.
What was the amount of [your/(SP)’s] and [(SP FIRSTNAME LASTNAME)/(SPOUSE
FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME)]’s most recent monthly
Veteran’s Administration payment (for the month of [CURRENT MONTH – 1])?
(1) LESS THAN $100
(2) $100 TO LESS THAN $200
(3) $200 TO LESS THAN $400
(4) $400 TO LESS THAN $700
(5) $700 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
(1) ENTER COMBINED
AMOUNT
(2) ENTER SP AND
SPOUSE/PARTNER AMOUNTS
IF NEEDED: We don’t need an exact dollar amount.
SEPARATELY
(-8) DON’T KNOW
IF NEEDED: We know questions like these may be difficult to answer, but we need to know (-9) REFUSED
this to understand how people manage financially as they age and what effect this might
have on their health.
ENTER COMBINED SP AND SPOUSE/PARTNER VA AMOUNT
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
[your] respondent is SP (SPPROXY=1) or respondent is proxy (SPPROXY=2) and proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SP)'s] respondent is proxy (SPPROXY=2), proxy is not SP’s spouse or partner (ROSTREL^=2 or 56)
[(SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SPOUSE FIRSTNAME LASTNAME)] SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), if respondent is proxy then proxy
is not SP’s partner (ROSTREL^=2)
[(PARTNER FIRSTNAME LASTNAME)] SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1), if respondent is proxy then
proxy is not SP’s partner (ROSTREL^=56)
Variable Name
VA_AMT_COMBINED3
MR Screen
Name
IAQ20B
Question text/description
Code list
SHOW CARD IA9
(1) LESS THAN $1,000
(2) $1,000 TO LESS THAN
$1,400
(3) $1,400 TO LESS THAN
$1,800
(4) $1,800 TO LESS THAN
$2,200
(5) $2,200 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
Please look at this card and tell me which is closest.
VA_SP_AMT1
IAQ21A
What was the amount of [your/(SP)’s] most recent monthly Veteran’s Administration
payment (for the month of [CURRENT MONTH – 1])?
Text Fill Logic
[your] respondent is SP (SPPROXY=1)
[(SP)'s] respondent is proxy (SPPROXY=2)
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
VA_SP_AMT2
IAQ21B
ENTER SP VA AMOUNT
SHOW CARD IA10
Please look at this card and tell me which is closest.
VA_SPOUSE_AMT1
BOX IAQ4A
If IAQ20 = 2 (ENTER SP AND SPOUSE/PARTNER AMOUNTS SEPARATELY), go to IAQ22A.
Otherwise, go to BOX IAQ5.
IAQ22A
What was the amount of [your/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME
LASTNAME)’s] most recent monthly Veteran’s Administration payment (for the month of
[CURRENT MONTH – 1])?
(1) LESS THAN $500
(2) $500 TO LESS THAN $700
(3) $700 TO LESS THAN $900
(4) $900 TO LESS THAN
$1,100
(5) $1,100 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
VA_SPOUSE_AMT2
IAQ22B
ENTER SPOUSE/PARTNER VA AMOUNT
SHOW CARD IA10
Please look at this card and tell me which is closest.
BOX IAQ5
If IAQ6 = 1 (SP RECEIVED PENSION PLAN) and 2 (SPOUSE RECEIVED PENSION PLAN), go to
IAQ23.
Else if IAQ6 = 1 (SP RECEIVED PENSION PLAN), go to IAQ24A.
Else if IAQ6 = 2 (SPOUSE RECEIVED PENSION PLAN), go to IAQ25A.
Otherwise, go to BOX IAQ6.
(1) LESS THAN $500
(2) $500 TO LESS THAN $700
(3) $700 TO LESS THAN $900
(4) $900 TO LESS THAN
$1,100
(5) $1,100 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
[your] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SPOUSE FIRSTNAME LASTNAME)] SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), if respondent is proxy then proxy
is not SP’s spouse (ROSTREL^=2)
[(PARTNER FIRSTNAME LASTNAME)] SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1), if respondent is proxy then
proxy is not SP’s partner (ROSTREL^=56)
Variable Name
PENSION_COMBINED1
MR Screen
Name
IAQ23
Question text/description
Code list
Text Fill Logic
You told me earlier that [you/(SP)] and [({SP FIRSTNAME LASTNAME}/{SPOUSE FIRSTNAME
LASTNAME}/{PARTNER FIRSTNAME LASTNAME}] have job-related pension plans. In all,
how much was received from these pension plans in the last month, before any federal or
state taxes were taken out (for the month of [CURRENT MONTH – 1])?
(1) ENTER COMBINED
AMOUNT
(2) ENTER SP AND
SPOUSE/PARTNER AMOUNTS
SEPARATELY
(-8) DON’T KNOW
(-9) REFUSED
[you] respondent is SP (SPPROXY=1) or respondent is proxy (SPPROXY=2) and proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SP)] respondent is proxy (SPPROXY=2), proxy is not SP’s spouse or partner (ROSTREL^=2 or 56)
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
PENSION_COMBINED2
IAQ23A
PENSION_COMBINED3
IAQ23B
PENSION_SP_AMT1
IAQ24A
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
SHOW CARD IA11
(1) LESS THAN $600
(2) $600 TO LESS THAN
Please look at this card and tell me which is closest.
$1,300
(3) $1,300 TO LESS THAN
$2,100
(4) $2,100 TO LESS THAN
$5,900
(5) $5,900 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
[You told me earlier that (you have/{SP} has) a job-related pension plan.] In all, how much (1) [continuous response]
was received from [(your/{SP}'s) job-related/this] pension plan in the last month, before (-8) DON’T KNOW
any federal or state taxes were taken out (for the month of [CURRENT MONTH – 1])?
(-9) REFUSED
[(SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SPOUSE FIRSTNAME LASTNAME)] SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), if respondent is proxy then proxy
is not SP’s partner (ROSTREL^=2)
[(PARTNER FIRSTNAME LASTNAME)] SP has a partner who is alive and living in the household (ROSTREL=256, HHFLAG=1), if respondent is proxy then
proxy is not SP’s partner (ROSTREL^=56)
ENTER COMBINED SP AND SPOUSE/PARTNER PENSION PLAN AMOUNT
[You told me earlier that you have a job-related pension plan.] IA23^=2, respondent is SP (SPPROXY=1)
[You told me earlier that (SP) has a job-related pension plan.] IA23^=2, respondent is proxy (SPPROXY=2)
[your job-related] IA23=2, respondent is SP (SPPROXY=1)
[(SP)'s job-related] IA23=2, respondent is proxy (SPPROXY=2)
[this] IA23^=2
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
ENTER SP PENSION PLAN AMOUNT
PENSION_SP_AMT2
IAQ24B
SHOW CARD IA12
Please look at this card and tell me which is closest.
BOX IAQ5A
PENSION_SPOUSE_AMT IAQ25A
1
(1) LESS THAN $400
(2) $400 TO LESS THAN $900
(3) $900 TO LESS THAN
$1,600
(4) $1,600 TO LESS THAN
$3,800
(5) $3,800 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
If IAQ23 = 2 (ENTER SP AND SPOUSE/PARTNER AMOUNTS SEPARATELY), go to IAQ25A.
Otherwise, go to BOX IAQ6.
[You told me earlier that (you have/{(SPOUSE FIRSTNAME LASTNAME)/(PARTNER
(1) [continuous response]
FIRSTNAME LASTNAME) has}) a job-related pension plan.] In all, how much was received (-8) DON’T KNOW
from [(your/{SPOUSE FIRSTNAME LASTNAME}'s/{PARTNER FIRSTNAME LASTNAME}'s job- (-9) REFUSED
related)/this] pension plan in the last month, before any federal or state taxes were taken
out (for the month of [CURRENT MONTH – 1])?
[You told me earlier that you have a job-related pension plan.] IA23^=2, respondent is proxy (SPPROXY=2), proxy is SP's partner or spouse (ROSTREL=2
or 56)
[You told me earlier that (SPOUSE FIRSTNAME LASTNAME) has a job-related pension plan.] IA23^=2, SP has a spouse who is alive and living in the
household (ROSTREL=2, HHFLAG=1), if respondent is proxy then proxy is not SP’s spouse (ROSTREL^=2)
[You told me earlier that (PARTNER FIRSTNAME LASTNAME) has a job-related pension plan.] IA23^=2, SP has a partner who is alive and living in the
household (ROSTREL=56, HHFLAG=1), if respondent is proxy then proxy is not SP’s partner (ROSTREL^=56)
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
ENTER SPOUSE/PARTNER PENSION PLAN AMOUNT
[your job-related] IA23=2, respondent is proxy (SPPROXY=2), proxy is SP's partner or spouse (ROSTREL=2 or 56)
[(SPOUSE FIRSTNAME LASTNAME)'s job-related] IA23=2, SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), if
respondent is proxy then proxy is not SP’s spouse (ROSTREL^=2)
[(PARTNER FIRSTNAME LASTNAME)'s job-related] IA23=2, SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1), if
respondent is proxy then proxy is not SP’s partner (ROSTREL^=56)
[this] IA23^=2
Variable Name
MR Screen
Name
PENSION_SPOUSE_AMT IAQ25B
2
Question text/description
Code list
SHOW CARD IA12
(1) LESS THAN $400
(2) $400 TO LESS THAN $900
(3) $900 TO LESS THAN
$1,600
(4) $1,600 TO LESS THAN
$3,800
(5) $3,800 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
Please look at this card and tell me which is closest.
BOX IAQ6
401K_COMBINED1
IAQ26
If IAQ7 = 1 (SP HAS RETIREMENT ACCT) and 2 (SPOUSE HAS RETIREMENT ACCT), go to
IAQ26.
Else if IAQ7 = 1 (SP HAS RETIREMENT ACCT), go to IAQ27A.
Else if IAQ7 = 2 (SPOUSE HAS RETIREMENT ACCT), go to IAQ28A.
Otherwise, go to BOX IAQ9.
This next question is a bit different. You mentioned that [you/(SP)] and [(SP FIRSTNAME
LASTNAME)/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] have
retirement accounts. In total, about how much is currently in all of these retirement
accounts?
(1) ENTER COMBINED
AMOUNT
(2) ENTER SP AND
SPOUSE/PARTNER AMOUNTS
SEPARATELY
IF NEEDED: Retirement accounts include 401K, 403B, IRA, and other retirement accounts. (-8) DON’T KNOW
(-9) REFUSED
IF NEEDED: We don’t need an exact dollar amount.
[you] respondent is SP (SPPROXY=1) or respondent is proxy (SPPROXY=2) and proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SP)] respondent is proxy (SPPROXY=2), proxy is not SP’s spouse or partner (ROSTREL^=2 or 56)
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
Display “currently” in underlined text.
401K_COMBINED2
IAQ26A
ENTER COMBINED SP AND SPOUSE/PARTNER RETIREMENT ACCOUNT AMOUNT
401K_COMBINED3
IAQ26B
SHOW CARD IA13
Please look at this card and tell me which is closest.
401K_SP_AMT1
IAQ27A
Text Fill Logic
This next question is a bit different. You mentioned that [you have/(SP) has] retirement
accounts. In total, about how much is currently in all of these retirement accounts?
IF NEEDED: Retirement accounts include 401K, 403B, IRA and other retirement accounts.
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
ENTER SP RETIREMENT ACCOUNT AMOUNT
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) LESS THAN $34,000
(2) $34,000 TO LESS THAN
$82,000
(3) $82,000 TO LESS THAN
$175,000
(4) $175,000 TO LESS THAN
$413,000
(5) $413,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
[(SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SPOUSE FIRSTNAME LASTNAME)] SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), if respondent is proxy then proxy
is not SP’s spouse (ROSTREL^=2)
[(PARTNER FIRSTNAME LASTNAME)] SP has a partner who is alive and living in the household (ROSTREL=256, HHFLAG=1), if respondent is proxy then
proxy is not SP’s partner (ROSTREL^=56)
[you have] respondent is SP (SPPROXY=1)
[(SP) has] respondent is proxy (SPPROXY=2)
Display “currently” in underlined text.
Variable Name
401K_SP_AMT2
MR Screen
Name
IAQ27B
Question text/description
Code list
SHOW CARD IA14
(1) LESS THAN $20,000
(2) $20,000 TO LESS THAN
$47,000
(3) $47,000 TO LESS THAN
$92,000
(4) $92,000 TO LESS THAN
$218,000
(5) $218,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
Please look at this card and tell me which is closest.
401K_SPOUSE_AMT1
BOX IAQ6A
If IAQ26 = 2 (ENTER SP AND SPOUSE/PARTNER AMOUNTS SEPARATELY), go to IAQ28A.
Otherwise, go to BOX IAQ7.
IAQ28A
This next question is a bit different. You mentioned that [you have/({SPOUSE FIRSTNAME (1) [continuous response]
LASTNAME}/{PARTNER FIRSTNAME LASTNAME} has)] retirement accounts. In total, about (-8) DON’T KNOW
how much is currently in all of these retirement accounts?
(-9) REFUSED
Text Fill Logic
IF NEEDED: Retirement accounts include 401K, 403B, IRA and other retirement accounts.
[you have] respondent is proxy (SPPROXY=2), proxy is SP's spouse or partner (ROSTREL=2 or 56)
[(SPOUSE FIRSTNAME LASTNAME) has] SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), if respondent is proxy then
proxy is not SP’s spouse (ROSTREL^=2)
[(PARTNER FIRSTNAME LASTNAME) has] SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1), if respondent is proxy then
proxy is not SP’s partner (ROSTREL^=56)
IF NEEDED: We don’t need an exact dollar amount.
Display “currently” in underlined text.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
ENTER SPOUSE/PARTNER RETIREMENT ACCOUNT AMOUNT
401K_SPOUSE_AMT2
IAQ28B
SHOW CARD IA14
Please look at this card and tell me which is closest.
BOX IAQ7
RECIEVE_COMBINED1
IAQ29
If IAQ7 = 1 (SP HAS RETIREMENT ACCT) and 2 (SPOUSE HAS RETIREMENT ACCT), go to
IAQ29.
Else if IAQ7 = 1 (SP HAS RETIREMENT ACCT), go to IAQ30A.
Else if IAQ7 = 2 (SPOUSE HAS RETIREMENT ACCT), go to IAQ31A.
Otherwise, go to BOX IAQ8.
Last month, how much altogether did [you/(SP)] and [(SP FIRSTNAME
LASTNAME)/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] receive
or withdraw from all of these retirement accounts (for the month of [CURRENT MONTH –
1])?
IF NEEDED: We don’t need an exact dollar amount.
RECIEVE_COMBINED2
IAQ29A
(1) LESS THAN $20,000
(2) $20,000 TO LESS THAN
$47,000
(3) $47,000 TO LESS THAN
$92,000
(4) $92,000 TO LESS THAN
$218,000
(5) $218,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
(1) ENTER COMBINED
AMOUNT
(2) ENTER SP AND
SPOUSE/PARTNER AMOUNTS
SEPARATELY
(-8) DON’T KNOW
(-9) REFUSED
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
ENTER COMBINED SP AND SPOUSE/PARTNER RETIREMENT ACCOUNT
(1) [continuous response]
RECEIVED/WITHDRAWN AMOUNT
(-8) DON’T KNOW
(-9) REFUSED
[you] respondent is SP (SPPROXY=1) or respondent is proxy (SPPROXY=2) and proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SP)] respondent is proxy (SPPROXY=2), proxy is not SP’s spouse or partner (ROSTREL^=2 or 56)
[(SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SPOUSE FIRSTNAME LASTNAME)] SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), if respondent is proxy then proxy
is not SP’s spouse (ROSTREL^=2)
[(PARTNER FIRSTNAME LASTNAME)] SP has a partner who is alive and living in the household (ROSTREL=256, HHFLAG=1), if respondent is proxy then
proxy is not SP’s partner (ROSTREL^=56)
Display “Last month” in bold, underlined text.
Variable Name
RECIEVE_COMBINED3
MR Screen
Name
IAQ29B
Question text/description
Code list
SHOW CARD IA15
(1) LESS THAN $200
(2) $200 TO LESS THAN $500
(3) $500 TO LESS THAN
$1,000
(4) $1,000 TO LESS THAN
$2,500
(5) $2,500 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
Please look at this card and tell me which is closest.
RECEIVE_SP1
IAQ30A
Last month, how much altogether did [you/(SP)] receive or withdraw from [your/his/her]
retirement accounts (for the month of [CURRENT MONTH – 1])?
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
IF NEEDED: We don’t need an exact dollar amount.
RECEIVE_SP2
RECEIVE_SPOUSE1
IAQ30B
BOX IAQ7A
If IAQ29 = 2 (ENTER SP AND SPOUSE/PARTNER AMOUNTS SEPARATELY), go to IAQ31A.
Otherwise, go to BOX IAQ8.
IAQ31A
Last month, how much altogether did [you/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER
FIRSTNAME LASTNAME)] receive or withdraw from [your/his/her] retirement accounts
(for the month of [CURRENT MONTH – 1])?
[you] respondent is SP (SPPROXY=1)
[(SP)] respondent is proxy (SPPROXY=2)
[your] respondent is SP (SPPROXY=1)
[his] respondent is proxy (SPPROXY=2), SP is male (ROSTSEX=1)
[her] respondent is proxy (SPPROXY=2), SP is female (ROSTSEX=2)
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
ENTER SP RETIREMENT ACCOUNT RECEIVED/WITHDRAWN AMOUNT
SHOW CARD IA16
Please look at this card and tell me which is closest.
Text Fill Logic
Display “Last month” in underlined text.
(1) LESS THAN $100
(2) $100 TO LESS THAN $300
(3) $300 TO LESS THAN $700
(4) $700 TO LESS THAN
$1,700
(5) $1,700 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
[you] respondent is proxy (SPPROXY=2), proxy is SP's spouse or partner (ROSTREL=2 or 56)
[(SPOUSE FIRSTNAME LASTNAME) has] SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), if respondent is proxy then
proxy is not SP’s spouse (ROSTREL^=2)
[(PARTNER FIRSTNAME LASTNAME) has] SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1), if respondent is proxy then
proxy is not SP’s partner (ROSTREL^=56)
[your] respondent is proxy (SPPROXY=2), proxy is SP's spouse or partner (ROSTREL=2 or 56)
[his] SP has a spouse or partner who is alive and living in the household (ROSTREL=2 or 56, HHFLAG=1), SP's spouse or partner is male (ROSTSEX=1), if
respondent is proxy then proxy is not SP’s spouse (ROSTREL^=2)
[her] SP has a spouse or partner who is alive and living in the household (ROSTREL=2 or 56, HHFLAG=1), SP's spouse or partner is female (ROSTSEX=2),
if respondent is proxy then proxy is not SP’s spouse (ROSTREL^=2)
ENTER SPOUSE/PARTNER RETIREMENT ACCOUNT RECEIVED/WITHDRAWN AMOUNT
Display “Last month” in underlined text.
RECEIVE_SPOUSE2
IAQ31B
SHOW CARD IA16
Please look at this card and tell me which is closest.
BOX IAQ8
If IAQ7 = 1 (SP HAS RETIREMENT ACCT) and 2 (SPOUSE HAS RETIREMENT ACCT), go to
IAQ32.
Else if IAQ7 = 1 (SP HAS RETIREMENT ACCT), go to IAQ33A.
Else if IAQ7 = 2 (SPOUSE HAS RETIREMENT ACCT), go to IAQ34A.
Otherwise, go to BOX IAQ9.
(1) LESS THAN $100
(2) $100 TO LESS THAN $300
(3) $300 TO LESS THAN $700
(4) $700 TO LESS THAN
$1,700
(5) $1,700 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
Variable Name
MR Screen
Name
YRRECIEVE_COMBINED1 IAQ32
Question text/description
Code list
Text Fill Logic
Now thinking about all of last year, that is calendar year [CURRENT YEAR – 1], how much
altogether did [you/(SP)] and [(SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME
LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] receive or withdraw from all of these
retirement accounts?
(1) ENTER COMBINED
AMOUNT
(2) ENTER SP AND
SPOUSE/PARTNER AMOUNTS
SEPARATELY
(-8) DON’T KNOW
(-9) REFUSED
[you] respondent is SP (SPPROXY=1) or respondent is proxy (SPPROXY=2) and proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SP)] respondent is proxy (SPPROXY=2), SP has a spouse or partner who is alive and living in the household (ROSTREL=2 or 56, HHFLAG=1), proxy is not
SP’s spouse or partner (ROSTREL^=2 or 56)
IF NEEDED: We don’t need an exact dollar amount.
YRRECIEVE_COMBINED2 IAQ32A
YRRECIEVE_COMBINED3 IAQ32B
YRRECEIVE_SP1
IAQ33A
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on
their health.
ENTER COMBINED SP AND SPOUSE/PARTNER RETIREMENT ACCOUNT
(1) [continuous response]
RECEIVED/WITHDRAWN AMOUNT
(-8) DON’T KNOW
(-9) REFUSED
SHOW CARD IA17
(1) LESS THAN $2,400
(2) $2,400 TO LESS THAN
Please look at this card and tell me which is closest.
$6,000
(3) $6,000 TO LESS THAN
$12,000
(4) $12,000 TO LESS THAN
$30,000
(5) $30,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
Now thinking about all of last year, that is calendar year [CURRENT YEAR – 1], how much (1) [continuous response]
altogether did [you/(SP)] receive or withdraw from all of [your/his/her] retirement plans? (-8) DON’T KNOW
(-9) REFUSED
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
[(SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SPOUSE FIRSTNAME LASTNAME)] SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), if respondent is proxy then proxy
is not SP’s spouse (ROSTREL^=2)
[(PARTNER FIRSTNAME LASTNAME)] SP has a partner who is alive and living in the household (ROSTREL=256, HHFLAG=1), if respondent is proxy then
proxy is not SP’s partner (ROSTREL^=56)
Display “Last year” in bold, underlined text.
[you] respondent is SP (SPPROXY=1)
[(SP)] respondent is proxy (SPPROXY=2)
[your] respondent is SP (SPPROXY=1)
[his] respondent is proxy (SPPROXY=2), SP is male (ROSTSEX=1)
[her] respondent is proxy (SPPROXY=2), SP is female (ROSTSEX=2)
Display “last year” in underlined text.
ENTER SP RETIREMENT ACCOUNT RECEIVED/WITHDRAWN AMOUNT
YRRECEIVE_SP2
IAQ33B
SHOW CARD IA18
Please look at this card and tell me which is closest.
YRRECEIVE_SPOUSE1
(1) LESS THAN $1,200
(2) $1,200 TO LESS THAN
$3,600
(3) $3,600 TO LESS THAN
$8,400
(4) $8,400 TO LESS THAN
$20,400
(5) $20,400 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
BOX IAQ8A
If IAQ32 = 2 (ENTER SP AND SPOUSE/PARTNER AMOUNTS SEPARATELY), go to IAQ34A.
Otherwise, go to BOX IAQ9.
IAQ34A
Now thinking about all of last year, that is calendar year [CURRENT YEAR – 1], how much (1) [continuous response]
altogether did [you/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] (-8) DON’T KNOW
receive or withdraw from all of [your/his/her] retirement plans?
(-9) REFUSED
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
ENTER SPOUSE/PARTNER RETIREMENT ACCOUNT RECEIVED/WITHDRAWN AMOUNT
[you] respondent is proxy (SPPROXY=2), proxy is SP's spouse or partner (ROSTREL=2 or 56)
[(SPOUSE FIRSTNAME LASTNAME)] SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), if respondent is proxy then proxy
is not SP’s spouse (ROSTREL^=2)
[(PARTNER FIRSTNAME LASTNAME)] SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1), if respondent is proxy then
proxy is not SP’s partner (ROSTREL^=56)
[your] respondent is proxy (SPPROXY=2), proxy is SP's spouse or partner (ROSTREL=2 or 56)
[his] SP has a spouse or partner who is alive and living in the household (ROSTREL=2 or 56, HHFLAG=1), SP's spouse or partner is male (ROSTSEX=1), if
respondent is proxy then proxy is not SP’s spouse or proxy (ROSTREL^=2 or 56)
[her] SP has a spouse or partner who is alive and living in the household (ROSTREL=2 or 56, HHFLAG=1), SP's spouse or partner is female (ROSTSEX=2),
if respondent is proxy then proxy is not SP’s spouse or proxy (ROSTREL^=2 or 56)
Display “last year” in underlined text.
Variable Name
YRRECEIVE_SPOUSE2
MR Screen
Name
IAQ34B
Question text/description
Code list
SHOW CARD IA18
(1) LESS THAN $1,200
(2) $1,200 TO LESS THAN
$3,600
(3) $3,600 TO LESS THAN
$8,400
(4) $8,400 TO LESS THAN
$20,400
(5) $20,400 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
Please look at this card and tell me which is closest.
OTHER_COMBINED1
BOX IAQ9
If [IAQ8 = 1 (SP MUTUAL FUNDS) and IAQ8 = 2 (SPOUSE MUTUAL FUNDS)] or IAQ8 = 3
(JOINT MUTUAL
FUNDS) or [IAQ9 = 1 (SP BONDS) and IAQ9 = 2 (SPOUSE BONDS)] or IAQ9 = 3 (JOINT
BONDS), go to IAQ35.
Else if IAQ8 = 1 (SP MUTUAL FUNDS) or IAQ9 = 1 (SP BONDS), go to IAQ36A.
Else if IAQ8 = 2 (SPOUSE MUTUAL FUNDS) or IAQ9 = 2 (SPOUSE BONDS), go to IAQ37A.
Otherwise, go to BOX IAQ10.
IAQ35
You told me earlier that [you/(SP)] and [(SP FIRSTNAME LASTNAME)/(SPOUSE/PARTNER
FIRSTNAME LASTNAME)] own [mutual funds or stocks] [government, corporate, or other
bonds] that are not part of retirement accounts. About how much are these worth?
(1) ENTER COMBINED
AMOUNT
(2) ENTER SP AND
SPOUSE/PARTNER AMOUNTS
IF NEEDED: We don’t need an exact dollar amount.
SEPARATELY
(-8) DON’T KNOW
IF NEEDED: We know questions like these may be difficult to answer, but we need to know (-9) REFUSED
this to understand how people manage financially as they age and what effect this might
have on their health.
Text Fill Logic
[you] respondent is SP (SPPROXY=1) or respondent is proxy (SPPROXY=2) and proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SP)] respondent is proxy (SPPROXY=2), proxy is not SP’s spouse or partner (ROSTREL^=2 or 56)
[(SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SPOUSE FIRSTNAME LASTNAME)] SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), if respondent is proxy then proxy
is not SP’s spouse (ROSTREL^=2)
[(PARTNER FIRSTNAME LASTNAME)] SP has a partner who is alive and living in the household (ROSTREL=256, HHFLAG=1), if respondent is proxy then
proxy is not SP’s partner (ROSTREL^=56)
[mutual funds or stocks] IA8 =1/SP MUTUAL FUNDS or 2/SPOUSE MUTUAL FUNDS or 3/JOINT MUTUAL FUNDS
[government, corporate, or other bonds] IA9=1/SP BONDS or 2/SPOUSE BONDS or 3/JOINT BONDS
If more than one type of asset displayed, display “and” between them.
OTHER_COMBINED2
IAQ35A
ENTER COMBINED SP AND SPOUSE’S/PARTNER'S MUTUAL FUNDS/STOCKS/BONDS
AMOUNT
OTHER_COMBINED3
IAQ35B
SHOW CARD IA19
Please look at this card and tell me which is closest.
BOX IAQ9A
OTHER_COMBINED4
IAQ35C
If [IAQ8 = 1 (SP MUTUAL FUNDS) and IAQ8 = 2 (SPOUSE MUTUAL FUNDS)] or IAQ8= 3
(JOINT MUTUAL FUNDS), go to IAQ35B.
Otherwise, go to IAQ35C.
SHOW CARD IA20
Please look at this card and tell me which is closest.
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) LESS THAN $9,000
(2) $9,000 TO LESS THAN
$18,000
(3) $18,000 TO LESS THAN
$93,000
(4) $93,000 TO LESS THAN
$350,000
(5) $350,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
(1) LESS THAN $600
(2) $600 TO LESS THAN
$5,000
(3) $5,000 TO LESS THAN
$16,000
(4) $16,000 TO LESS THAN
$62,000
(5) $62,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
Variable Name
OTHER_SP1
MR Screen
Name
IAQ36A
Question text/description
Code list
You told me earlier that [you own/(SP) owns] [mutual funds or stocks] [government,
(1) [continuous response]
corporate, or other bonds] that are not part of retirement accounts. About how much are (-8) DON’T KNOW
these worth?
(-9) REFUSED
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
BOX IAQ9B
OTHER_SP2
IAQ36B
Please look at this card and tell me which is closest.
OTHER_SP3
IAQ36C
SHOW CARD IA22
Please look at this card and tell me which is closest.
BOX IAQ9C
OTHER_SPOUSE1
IAQ37A
[you own] respondent is SP (SPPROXY=1)
[(SP) owns] respondent is proxy (SPPROXY=2)
[mutual funds or stocks] IA8=1/SP MUTUAL FUNDS
[government, corporate, or other bonds] IA9=1/SP BONDS
IF NEEDED: We don’t need an exact dollar amount.
ENTER SP MUTUAL FUNDS/STOCKS/BONDS AMOUNT
If IAQ8 = 1 (SP MUTUAL FUNDS), go to IAQ36B.
Otherwise, go to IAQ36C.
SHOW CARD IA21
Text Fill Logic
If more than one type of asset displayed, display “and” between them.
(1) LESS THAN $8,000
(2) $8,000 TO LESS THAN
$62,000
(3) $62,000 TO LESS THAN
$192,000
(4) $192,000 TO LESS THAN
$213,000
(5) $213,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
(1) LESS THAN $300
(2) $300 TO LESS THAN
$2,500
(3) $2,500 TO LESS THAN
$8,000
(4) $8,000 TO LESS THAN
$37,000
(5) $37,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
If IAQ8 = 2 (SPOUSE MUTUAL FUNDS) or IAQ9 = 2 (SPOUSE BONDS), go to IAQ37A.
Otherwise, go to BOX IAQ10.
You told me earlier that [you own/(SPOUSE FIRSTNAME LASTNAME) owns/(PARTNER
(1) [continuous response]
FIRSTNAME LASTNAME) owns] [mutual funds or stocks] [government, corporate, or other (-8) DON’T KNOW
bonds] that are not part of retirement accounts. About how much are these worth?
(-9) REFUSED
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
[you own] respondent is proxy (SPPROXY=2), proxy is SP's spouse or partner (ROSTREL=2 or 56)
[(SPOUSE FIRSTNAME LASTNAME) owns] SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), if respondent is proxy then
proxy is not SP’s spouse (ROSTREL^=2)
[(PARTNER FIRSTNAME LASTNAME) owns] SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1), if respondent is proxy
then proxy is not SP’s partner (ROSTREL^=56)
[mutual funds or stocks] IA8=2/SPOUSE MUTUTAL FUNDS
[government, corporate, or other bonds] IA9=2/SPOUSE BONDS
If more than one type of asset displayed, display “and” between each one.
ENTER SPOUSE’S/PARTNER’S MUTUAL FUNDS/STOCKS/BONDS AMOUNT
BOX IAQ9D
OTHER_SPOUSE2
IAQ37B
If IAQ8 = 2 (SPOUSE MUTUAL FUNDS), go to IAQ37B.
Otherwise, go to IA37B.
SHOW CARD IA21
Please look at this card and tell me which is closest.
(1) LESS THAN $8,000
(2) $8,000 TO LESS THAN
$62,000
(3) $62,000 TO LESS THAN
$192,000
(4) $192,000 TO LESS THAN
$213,000
(5) $213,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
Variable Name
OTHER_SPOUSE3
MR Screen
Name
IAQ37C
Question text/description
Code list
SHOW CARD IA22
(1) LESS THAN $300
(2) $300 TO LESS THAN
$2,500
(3) $2,500 TO LESS THAN
$8,000
(4) $8,000 TO LESS THAN
$37,000
(5) $37,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
Please look at this card and tell me which is closest.
BOX IAQ10
ACCTS_COMBINED1
IAQ38
If [IAQ10 = 1 (SP CHECKING) and IAQ10 = 2 (SPOUSE CHECKING)] or [IAQ10 = 3 (JOINT
CHECKING) or [IAQ11 = 1 (SP SAVINGS) and IAQ11 = 2 (SPOUSE SAVINGS)] or IAQ11 = 3
(JOINT SAVINGS), or [IAQ12 = 1 (SP CDS) and IAQ12= 2 (SPOUSE CDS)] or IAQ12 = 3 (JOINT
CDS), go to IAQ38.
Else if IAQ10 = 1 (SP CHECKING) or IAQ11 = 1 (SP SAVINGS) or IAQ13 = 1 (SP CDS), go to
IAQ39A.
Else if IAQ10 = 2 (SPOUSE CHECKING) or IAQ11 = 2 (SPOUSE SAVINGS) or IAQ13 = 2
(SPOUSE CDS), go to IAQ40A.
Otherwise, go to BOX IAQ11.
You told me earlier that [you/(SP)] and [(SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME (1) ENTER COMBINED
LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] have [checking accounts] [savings or
AMOUNT
money market accounts] [certificates of deposit or CDs].
(2) ENTER SP AND
SPOUSE/PARTNER AMOUNTS
If you added up all of these accounts, about how much were they worth early last month SEPARATELY
(meaning in the beginning of [CURRENT MONTH – 1])?
(-8) DON’T KNOW
(-9) REFUSED
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
Text Fill Logic
[you] respondent is SP (SPPROXY=1) or respondent is proxy (SPPROXY=2) and proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SP)] respondent is proxy (SPPROXY=2), proxy is not SP’s spouse or partner (ROSTREL^=2 or 56)
[(SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SPOUSE FIRSTNAME LASTNAME)] SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), if respondent is proxy then proxy
is not SP’s spouse (ROSTREL^=2)
[(PARTNER FIRSTNAME LASTNAME)] SP has a partner who is alive and living in the household (ROSTREL=256, HHFLAG=1), if respondent is proxy then
proxy is not SP’s partner (ROSTREL^=56)
[checking accounts] IA10a=1/SP CHECKING or IA10a=2/SPOUSE CHECKING or IA10a=3/JOINT CHECKING
[savings or money market accounts] IA10b=1/SP SAVINGS or IA10b=2/SPOUSE SAVINGS or IA10b=3/JOINT SAVINGS
[certificates of deposit or CDs] IA10c=1/SP CDS or IA10c=2/SPOUSE CDS or IA10c=3/JOINT CDS
If more than one type of account displayed, display “and” between each one.
Display “last month” in underlined text.
ACCTS_COMBINED2
ACCTS_SEPARATE1
IAQ38A
ENTER COMBINED SP AND SPOUSE'S/PARTNER'S ACCOUNTS TOTAL AMOUNT
BOX IAQ10A
If IAQ12 = [1 (SP CDs) and 2 (SPOUSE CDs)] or 3 (JOINT CDs), go to IAQ38B.
Otherwise, go to IAQ38C.
SHOW CARD IA23
IAQ38B
Please look at this card and tell me which is closest.
ACCTS_SEPARATE2
IAQ38C
SHOW CARD IA24
Please look at this card and tell me which is closest.
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) LESS THAN $11,000
(2) $11,000 TO LESS THAN
$25,000
(3) $25,000 TO LESS THAN
$50,000
(4) $50,000 TO LESS THAN
$108,000
(5) $108,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
(1) LESS THAN $2,000
(2) $2,000 TO LESS THAN
$7,000
(3) $7,000 TO LESS THAN
$17,000
(4) $17,000 TO LESS THAN
$57,000
(5) $57,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
Variable Name
ACCTS_SP1
MR Screen
Name
IAQ39A
Question text/description
Code list
Text Fill Logic
You told me earlier that [you have/(SP) has] [a checking account] [a savings or money
market account] [certificates of deposit or CDs].
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
[you have] respondent is SP (SPPROXY=1)
[(SP) has] respondent is proxy (SPPROXY=2)
If you added up all of these accounts, about how much were they worth early last month
(meaning in the beginning of [CURRENT MONTH – 1])?
[a checking account] IA10a=1/SP CHECKING
[a savings or money market account] IA10c=1/SP SAVINGS
[certificates of deposit or CDs] IA10c=1/SP CDS
IF NEEDED: We don’t need an exact dollar amount.
If more than one type of account displayed, display “and” between each one.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
BOX IAQ10B
ACCTS_SP2
IAQ39B
ENTER SP ACCOUNTS TOTAL AMOUNT
If IAQ12 = 1 (SP CDs), go to IAQ39b.
Otherwise, go to IAQ39c.
SHOW CARD IA25
Please look at this card and tell me which is closest.
ACCTS_SP3
IAQ39C
SHOW CARD IA26
Please look at this card and tell me which is closest.
BOX IAQ10C
ACCTS_SPOUSE1
IAQ40A
If IAQ10 = 2 (SPOUSE CHECKING) or IAQ11 = 2 (SPOUSE SAVINGS) or IAQ12 = 2 (SPOUSE
CDS), go to IAQ40A.
Otherwise, go to BOX IAQ11.
You told me earlier that [you have/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER
FIRSTNAME LASTNAME) has] [a checking account] [a savings or money market account]
[certificates of deposit or CDs].
Display “last month” in underlined text.
(1) LESS THAN $8,000
(2) $8,000 TO LESS THAN
$13,000
(3) $13,000 TO LESS THAN
$28,000
(4) $28,000 TO LESS THAN
$54,000
(5) $54,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
(1) LESS THAN $500
(2) $500 TO LESS THAN
$1,900
(3) $1,900 TO LESS THAN
$5,000
(4) $5,000 TO LESS THAN
$20,000
(5) $20,000 OR MORE
(-8) DON'T KNOW
(-9) REFUSED
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
If you added up all of these accounts, about how much were they worth early last month
(meaning in the beginning of [CURRENT MONTH – 1])?
[you have] respondent is proxy (SPPROXY=2), proxy is SP's spouse or partner (ROSTREL=2 or 56)
[(SPOUSE FIRSTNAME LASTNAME) has] SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), if respondent is proxy then
proxy is not SP’s spouse (ROSTREL^=2)
[(PARTNER FIRSTNAME LASTNAME) has] SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1), if respondent is proxy then
proxy is not SP’s partner (ROSTREL^=56)
IF NEEDED: We don’t need an exact dollar amount.
[a checking account] IA10a=2/SPOUSE CHECKING
[a savings or money market account] IA10b=2/SPOUSE SAVINGS
[certificates of deposit or CDs] IA10c=2/SPOUSE CDS
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
If more than one type of account displayed, display “and” between each one.
Display “last month” in underlined text.
BOX IAQ10D
ACCTS_SPOUSE2
IAQ40B
ENTER SPOUSE/PARTNER ACCOUNTS TOTAL AMOUNT
If IAQ12 = 2 (SPOUSE CDS), go to IAQ40b.
Otherwise, go to IAQ40c.
SHOW CARD IA25
Please look at this card and tell me which is closest.
(1) LESS THAN $8,000
(2) $8,000 TO LESS THAN
$13,000
(3) $13,000 TO LESS THAN
$28,000
(4) $28,000 TO LESS THAN
$54,000
(5) $54,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
Variable Name
ACCTS_SPOUSE3
MR Screen
Name
IAQ40C
Question text/description
Code list
SHOW CARD IA26
(1) LESS THAN $500
(2) $500 TO LESS THAN
$1,900
(3) $1,900 TO LESS THAN
$5,000
(4) $5,000 TO LESS THAN
$20,000
(5) $20,000 OR MORE
(-8) DON'T KNOW
(-9) REFUSED
Please look at this card and tell me which is closest.
BOX IAQ11
INTEREST_COMBINED1 IAQ41
Text Fill Logic
If [IAQ8 = 1 (SP MUTUAL FUNDS) and IAQ8 = 2 (SPOUSE MUTUAL FUNDS)] or IAQ8 = 3
(JOINT MUTUAL FUNDS) or
[IAQ9 = 1 (SP BONDS) and IAQ9 = 2 (SPOUSE BONDS)] or IAQ9 = 3 (JOINT BONDS), or
[IAQ10 = 1 (SP CHECKING) and IAQ10 = 2 (SPOUSE CHECKING)] or IAQ10 = 3 (JOINT
CHECKING) or
[IAQ11 = 1 (SP SAVINGS) and IAQ11 = 2 (SPOUSE SAVINGS)] or IAQ11 = 3 (JOINT SAVINGS),
or
[IAQ12 = 1 (SP CDS) and IAQ12= 2 (SPOUSE CDS)] or IAQ12 = 3 (JOINT CDS), go to IAQ41.
Else if IAQ8 = 1 (SP MUTUAL FUNDS) or IAQ9 = 1 (SP BONDS) or IAQ10 = 1 (SP CHECKING)
or IAQ11 = 1 (SP
SAVINGS) or IAQ12 = 1 (SP CDS), go to IAQ42A.
Else if IAQ8 = 2 (SPOUSE MUTUAL FUNDS) or IAQ9 = 2 (SPOUSE BONDS) or IAQ10 = 2
(SPOUSE CHECKING) or
IAQ11 = 2 (SPOUSE SAVINGS) or IAQ12 = 2 (SPOUSE CDS), go to IAQ43A.
Otherwise, go to BOX IAQ12.
Now thinking about all of last year, that is calendar year [CURRENT YEAR – 1], how much
interest and dividend income did [you/(SP)] and [(SP FIRSTNAME LASTNAME)/(SPOUSE
FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] have altogether from
[mutual funds or stocks] [government, corporate, or other bonds] [bank accounts or CDs]?
IF NEEDED: We don’t need an exact dollar amount.
(1) ENTER COMBINED
AMOUNT
(2) ENTER SP AND
SPOUSE/PARTNER AMOUNTS
SEPARATELY
(-8) DON’T KNOW
(-9) REFUSED
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
[you] respondent is SP (SPPROXY=1) or respondent is proxy (SPPROXY=2) and proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SP)] respondent is proxy (SPPROXY=2), proxy is not SP’s spouse or partner (ROSTREL^=2 or 56)
[(SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SPOUSE FIRSTNAME LASTNAME)] SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), if respondent is proxy then proxy
is not SP’s spouse (ROSTREL^=2)
[(PARTNER FIRSTNAME LASTNAME)] SP has a partner who is alive and living in the household (ROSTREL=256, HHFLAG=1), if respondent is proxy then
proxy is not SP’s partner (ROSTREL^=56)
[mutual funds or stocks] IA8=1/SP MUTUAL FUNDs or 2/SPOUSE MUTUAL FUND) or 3/JOINT MUTUAL FUNDS
[government, corporate, or other bonds] IA9=1/SP BONDS or 2/SPOUSE BONDS or 3/JOINT BONDS
[bank accounts or CDs] (IA10a=1/SP CHECKING or 2/SPOUSE CHECKING or 3/JOINT CHECKING) or (IA10b = 1/SP SAVINGS or 2/SPOUSE SAVINGS or
3/JOINT SAVINGS) or (IA10c=1/SP CDS or 2/SPOUSE CDS or 3/JOINT CDS)
If more than one type of asset displayed, display “and” between each one.
Display “In the last year” in underlined text.
INTEREST_COMBINED2 IAQ41A
ENTER SP AND SPOUSE’S/PARTNER’S INTEREST AND DIVIDEND INCOME AMOUNT
INTEREST_COMBINED3 IAQ41B
SHOW CARD IA27
Please look at this card and tell me which is closest.
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) LESS THAN $200
(2) $200 TO LESS THAN
$1,000
(3) $1,000 TO LESS THAN
$4,000
(4) $4,000 TO LESS THAN
$16,000
(5) $16,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
Variable Name
INTEREST_SP1
MR Screen
Name
IAQ42A
Question text/description
Code list
Now thinking about all of last year, that is calendar year [CURRENT YEAR – 1], how much (1) [continuous response]
interest and dividend income did [you/(SP)] have altogether from [mutual funds or stocks] (-8) DON’T KNOW
[bonds] [bank accounts or CDs]?
(-9) REFUSED
Text Fill Logic
[you] respondent is SP (SPPROXY=1)
[(SP)] respondent is proxy (SPPROXY=2)
IF NEEDED: We don’t need an exact dollar amount.
[mutual funds or stocks] IA8=1/SP MUTUAL FUNDS
[bonds] IA9=1/SP BONDS
[bank accounts or CDs] IA10a=1/SP CHECKING or IA10b=1/SP SAVINGS or IA10c=1/SP CDS
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
If more than one type of asset displayed, display “and” between each one.
Display “last year” in underlined text.
INTEREST_SP2
IAQ42B
ENTER SP INTEREST AND DIVIDEND INCOME AMOUNT
SHOW CARD IA28
Please look at this card and tell me which is closest.
INTEREST_SPOUSE1
BOX IAQ11A
If IAQ8 = 2 (SPOUSE MUTUAL FUNDS) or IAQ9 = 2 (SPOUSE BONDS) or IAQ10 = 2 (SPOUSE
CHECKING) or IAQ11 = 2 (SPOUSE SAVINGS) or IAQ12 = 2 (SPOUSE CDS), go to IAQ43A.
Otherwise, go to BOX IAQ12.
IAQ43A
Now thinking about all of last year, that is calendar year [CURRENT YEAR – 1], how much
interest and dividend income did [you/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER
FIRSTNAME LASTNAME)] have altogether from [mutual funds or stocks] [bonds] [bank
accounts or CDs]?
(1) LESS THAN $400
(2) $400 TO LESS THAN
$1,000
(3) $1,000 TO LESS THAN
$2,000
(4) $2,000 TO LESS THAN
$11,000
(5) $11,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
[you] respondent is proxy (SPPROXY=2), proxy is SP's spouse or partner (ROSTREL=2 or 56)
[(SPOUSE FIRSTNAME LASTNAME)] SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), if respondent is proxy then proxy
is not SP’s spouse (ROSTREL^=2)
[(PARTNER FIRSTNAME LASTNAME)] SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1), if respondent is proxy then
proxy is not SP’s partner (ROSTREL^=56)
IF NEEDED: We don’t need an exact dollar amount.
[mutual funds of stocks] IA8=2/SPOUSE MUTUAL FUNDS
[bonds] IA9=2/SPOUSE BONDS
[bank accounts or CDs] IA10a=2/SPOUSE CHECKING or IA10b=2/SPOUSE SAVINGS or IA10c=2/SPOUSE CDS
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
If more than one type of asset displayed, display “and” between each one.
ENTER SPOUSE/PARTNER INTEREST AND DIVIDEND INCOME AMOUNT
Display “In the last year” in bold underlined text.
INTEREST_SPOUSE2
IAQ43B
SHOW CARD IA28
Please look at this card and tell me which is closest.
BOX IAQ12
LAND_COMBINED1
IAQ44
If [IAQ13 = 1 (SP BUSINESS/FARM/REAL ESTATE) and IAQ13 = 2 (SPOUSE
BUSINESS/FARM/REAL ESTATE)] or IAQ13 =3 (JOINT BUSINESS/FARM/REAL ESTATE), go to
IAQ44.
Else if IAQ13 = 1 (SP BUSINESS/FARM/REAL ESTATE), go to IAQ45A.
Else if IAQ13 = 2 (SPOUSE BUSINESS/FARM/REAL ESTATE), go to IAQ46A.
Otherwise, go to BOX IAQ13.
You told me earlier that [you/(SP)] and [(SP FIRSTNAME LASTNAMe)/(SPOUSE FIRSTNAME
LASTNAME)/PARTNER FIRSTNAME LASTNAME] have a business, a farm, or real estate
[other than (SP)’s home]. If that were sold today and any debts on it were paid off, about
how much would it bring?
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
(1) LESS THAN $400
(2) $400 TO LESS THAN
$1,000
(3) $1,000 TO LESS THAN
$2,000
(4) $2,000 TO LESS THAN
$11,000
(5) $11,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
(1) ENTER COMBINED
AMOUNT
(2) ENTER SP AND
SPOUSE/PARTNER AMOUNTS
SEPARATELY
(-8) DON’T KNOW
(-9) REFUSED
[you] respondent is SP (SPPROXY=1) or respondent is proxy (SPPROXY=2) and proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SP)] respondent is proxy (SPPROXY=2), proxy is not SP’s spouse or partner (ROSTREL^=2 or 56)
[(SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SPOUSE FIRSTNAME LASTNAME)] SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), if respondent is proxy then proxy
is not SP’s spouse (ROSTREL^=2)
[(PARTNER FIRSTNAME LASTNAME)] SP has a partner who is alive and living in the household (ROSTREL=256, HHFLAG=1), if respondent is proxy then
proxy is not SP’s partner (ROSTREL^=56)
[other than (SP)'s home] HP1=1/OWNS HOME
Variable Name
Question text/description
Code list
LAND_COMBINED2
MR Screen
Name
IAQ44A
ENTER SP AND SPOUSE/PARTNER BUSINESS/FARM/REAL ESTATE COMBINED AMOUNT
LAND_COMBINED3
IAQ44B
SHOW CARD IA29
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
(1) LESS THAN $30,000
(2) $30,000 TO LESS THAN
$101,000
(3) $101,000 TO LESS THAN
$247,000
(4) $247,000 TO LESS THAN
$703,000
(5) $703,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
Please look at this card and tell me which is closest.
LAND_SP1
IAQ45A
You told me earlier that [you have/(SP) has] a business, a farm, or real estate [other than
(SP)’s home]. If that were sold today and any debts on it were paid off, about how much
would it bring?
Text Fill Logic
[you have] respondent is SP (SPPROXY=1)
[(SP) has] respondent is proxy (SPPROXY=2)
[other than (SP)'s home] HP1=1/OWNS HOME
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
LAND_SP2
IAQ45B
ENTER SP BUSINESS/FARM/REAL ESTATE AMOUNT
SHOW CARD IA30
Please look at this card and tell me which is closest.
BOX IAQ12A
LAND_SPOUSE1
(1) LESS THAN $18,000
(2) $18,000 TO LESS THAN
$68,000
(3) $68,000 TO LESS THAN
$122,000
(4) $122,000 TO LESS THAN
$293,000
(5) $293,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
If IAQ13 = 2 (SPOUSE BUSINESS/FARM/REAL ESTATE), go to IAQ46A.
Otherwise, go to BOX IAQ13.
You told me earlier that [you have/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER
(1) [continuous response]
FIRSTNAME LASTNAME) has] a business, a farm, or real estate [other than (SP)’s home]. If (-8) DON’T KNOW
that were sold today and any debts on it were paid off, about how much would it bring?
(-9) REFUSED
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
[other than (SP)'s home] HP1=1/OWNS HOME
ENTER SPOUSE/PARTNER BUSINESS/FARM/REAL ESTATE AMOUNT
LAND_SPOUSE2
IAQ46B
SHOW CARD IA30
Please look at this card and tell me which is closest.
BOX IAQ13
If [IAQ13 = 1 (SP BUSINESS/FARM/REAL ESTATE) and IAQ13 = 2 (SPOUSE
BUSINESS/FARM/REAL ESTATE)] or IAQ13 = 3 (JOINT BUSINESS/FARM/REAL ESTATE), go to
IAQ47.
Else if IAQ13 = 1 (SP BUSINESS/FARM/REAL ESTATE), go to IAQ48A.
Else if IAQ13 = 2 (SPOUSE BUSINESS/FARM/REAL ESTATE), go to IAQ49A.
Otherwise, go to IAQ50.
[you have] respondent is proxy (SPPROXY=2), proxy is SP's spouse or partner (ROSTREL=2 or 56)
[(SPOUSE FIRSTNAME LASTNAME) has] SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), if respondent is proxy then
proxy is not SP’s spouse (ROSTREL^=2)
[(PARTNER FIRSTNAME LASTNAME) has] SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1), if respondent is proxy then
proxy is not SP’s partner (ROSTREL^=56)
(1) LESS THAN $18,000
(2) $18,000 TO LESS THAN
$68,000
(3) $68,000 TO LESS THAN
$122,000
(4) $122,000 TO LESS THAN
$293,000
(5) $293,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
Variable Name
INCOME_COMBINED1
MR Screen
Name
IAQ47
Question text/description
Code list
Text Fill Logic
Now thinking about all of last year, that is calendar year [CURRENT YEAR – 1], how much
income did [you/(SP)] and [(SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME
LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] receive from these businesses or
property before any federal or state taxes were taken out?
(1) ENTER COMBINED
AMOUNT
(2) ENTER SP AND
SPOUSE/PARTNER AMOUNTS
SEPARATELY
(-8) DON’T KNOW
(-9) REFUSED
[you] respondent is SP (SPPROXY=1) or respondent is proxy (SPPROXY=2) and proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SP)] respondent is proxy (SPPROXY=2), proxy is not SP’s spouse or partner (ROSTREL^=2 or 56)
IF NEEDED: We don’t need an exact dollar amount.
INCOME_COMBINED2
IAQ47A
INCOME_COMBINED3
IAQ47B
INCOME_SP1
IAQ48A
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
ENTER SP AND SPOUSE/PARTNER FROM BUSINESS/FARM/REAL ESTATE COMBINED
(1) [continuous response]
AMOUNT
(-8) DON’T KNOW
(-9) REFUSED
SHOW CARD IA31
(1) LESS THAN $3,600
(2) $3,600 TO LESS THAN
Please look at this card and tell me which is closest.
$12,000
(3) $12,000 TO LESS THAN
$25,000
(4) $25,000 TO LESS THAN
$64,000
(5) $64,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
Now thinking about all of last year, that is calendar year [CURRENT YEAR – 1], how much (1) [continuous response]
income did [you/(SP)] receive from these businesses or property before any federal or
(-8) DON’T KNOW
state taxes were taken out?
(-9) REFUSED
[(SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SPOUSE FIRSTNAME LASTNAME)] SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), if respondent is proxy then proxy
is not SP’s spouse (ROSTREL^=2)
[(PARTNER FIRSTNAME LASTNAME)] SP has a partner who is alive and living in the household (ROSTREL=256, HHFLAG=1), if respondent is proxy then
proxy is not SP’s partner (ROSTREL^=56)
Display “last year” in underlined text.
[you] respondent is SP (SPPROXY=1)
[(SP)] respondent is proxy (SPPROXY=2)
Display “last year” in underlined text.
IF NEEDED: We don’t need an exact dollar amount.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
INCOME_SP2
IAQ48B
ENTER SP BUSINESS/FARM/REAL ESTATE AMOUNT
SHOW CARD IA32
Please look at this card and tell me which is closest.
BOX IAQ13A
INCOME_SPOUSE1
IAQ49A
If IAQ3 = 2 (SPOUSE BUSINESS/FARM/REAL ESTATE), go to IAQ49A.
Otherwise, go to IAQ50.
Now thinking about all of last year, that is calendar year [CURRENT YEAR – 1], how much
income did [you/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME)]
receive from these businesses or property before any federal or state taxes were taken
out?
(1) LESS THAN $3,600
(2) $3,600 TO LESS THAN
$7,200
(3)$7,200 TO LESS THAN
$14,000
(4) $14,000 TO LESS THAN
$38,000
(5) $38,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
[you] respondent is proxy (SPPROXY=2), proxy is SP's spouse or partner (ROSTREL=2 or 56)
[(SPOUSE FIRSTNAME LASTNAME)] SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), if respondent is proxy then proxy
is not SP’s spouse (ROSTREL^=2)
[(PARTNER FIRSTNAME LASTNAME)] SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1), if respondent is proxy then
proxy is not SP’s partner (ROSTREL^=56)
IF NEEDED: We don’t need an exact dollar amount.
Display “last year” in underlined text.
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
ENTER SPOUSE/PARTNER BUSINESS/FARM/REAL ESTATE AMOUNT
Variable Name
INCOME_SPOUSE2
MR Screen
Name
IAQ49B
TOTAL_COMBINED1
IAQ50
Question text/description
Code list
(1) LESS THAN $3,600
(2) $3,600 TO LESS THAN
Please look at this card and tell me which is closest.
$7,200
(3)$7,200 TO LESS THAN
$14,000
(4) $14,000 TO LESS THAN
$38,000
(5) $38,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
Now I want to ask about [your/(SP)’s] [and (SP FIRSTNAME LASTNAME)/(SPOUSE
(1) [continuous response]
FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME)’s] total income for last year, (-8) DON’T KNOW
that is, for the calendar year ending in December [CURRENT YEAR - 1], before any federal (-9) REFUSED
or state taxes were taken out.
Text Fill Logic
SHOW CARD IA32
Now think about that total income from:
[Social Security or Railroad Retirement] [Supplemental Security Income] [the Veteran’s
Administration] [a pension plan] [any retirement accounts] [mutual funds or stocks]
[bonds] [bank accounts] [CDs] [business, farm or real estate] [jobs] and from any other
sources.
[your] respondent is SP (SPPROXY=1) or respondent is proxy (SPPROXY=2) and proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SP)’s] respondent is proxy (SPPROXY=2), proxy is not SP’s spouse or partner (ROSTREL^=2 or 56)
[and (SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[and (SPOUSE FIRSTNAME LASTNAME)] SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), if respondent is proxy then
proxy is not SP’s spouse (ROSTREL^=2)
[and (PARTNER FIRSTNAME LASTNAME)] SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1), if respondent is proxy then
proxy is not SP’s partner (ROSTREL^=56)
IF NEEDED: We know questions like these may be difficult to answer, but we need to know
this to understand how people manage financially as they age and what effect this might
have on their health.
[Social Security or Railroad Retirement] IAQ1=1 or 2
[Supplemental Security Income] IAQ4=1 or 2
[the Veteran’s Administration] IAQ5=1 or 2
[a pension plan] IAQ6=1 or 2
[any retirement accounts] IAQ7=1 or 2
[mutual funds or stocks] IAQ8=1, 2 or 3
[bonds] IAQ9=1, 2, or 3
[bank accounts] (IAQ10A=1, 2, or 3) or (IAQ10B=1, 2, or 3)
[CDs] IAQ10C=1, 2, or 3
[business, farm, or real estate] IAQ13=1, 2, or 3
[jobs] LF1=1 or LF2=1 or LF3=1 or LF13=1
ENTER TOTAL INCOME FOR LAST YEAR.
If SPAISTATUS=3 (Deceased in Community) or 4 (Deceased in Institution), display all sources of income.
DO NOT INCLUDE LUMP SUM PAYMENTS RECEIVED FROM AN INHERITANCE, A TRUST
FUND, AN INSURANCE SETTLEMENT, A PENSION SETTLEMENT, OR A GIFT.
If more than one income source displayed, display “and” between each one.
How much was [your/(SP)’s] [and (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME
LASTNAME)/(PARTNER FIRSTNAME LASTNAME)'s] total income before taxes for last year
(this is, for the 12 months ending in December [CURRENT YEAR - 1])?
IF NEEDED: We don’t need an exact dollar amount – the nearest $1,000 is fine.
Display “last year” in underlined text."
BOX IAQ13B
BOX IAQ14
TOTAL_COMBINED2
IAQ51A
If SPAISTATUS = 3 (Deceased in Community) or 4 (Deceased in Institution), go to BOX
ENDIAQ.
Otherwise, go to IAQ52-LUMP.
If SPMARSTA = 1 (MARRIED) SP has a spouse or partner who is living in the household
(ROSTREL=2 or 65, HHFLAG=1), go to IAQ51A.
Otherwise, go to IAQ51B.
SHOW CARD IA33
Please look at this card and tell me which is closest.
TOTAL_SP1
IAQ51B
SHOW CARD IA34
Please look at this card and tell me which is closest.
(1) LESS THAN $30,000
(2) $30,000 TO LESS THAN
$43,000
(3) $43,000 TO LESS THAN
$66,000
(4) $66,000 TO LESS THAN
$109,000
(5) $109,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
(1) LESS THAN $18,000
(2) $18,000 TO LESS THAN
$22,000
(3) $22,000 TO LESS THAN
$36,000
(4) $36,000 TO LESS THAN
$56,000
(5) $56,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
Variable Name
MR Screen
Name
BOX IAQ15
Question text/description
LUMP
IAQ52
If SPAISTATUS = 3 (Deceased in Community) or 4 (Deceased in Institution), go to BOX
ENDIAQ.
Otherwise, go to IAQ52-LUMP.
SHOWCARD IA35
(1) YES, SP OR
SPOUSE/PARTNER RECEIVED
People sometimes receive large amounts of money or property in the form of an
PAYMENT FROM SOURCE
inheritance, a trust fund, an insurance settlement, and so on. Now thinking about last
(2) NO PAYMENT RECEIVED
year, that is, the calendar year ending in December [CURRENT YEAR - 1], [have you/has
FROM THIS SOURCE
(SP)] [or (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME LASTNAME)/(PARTNER
(-8) DON’T KNOW
FIRSTNAME LASTNAME)] received money or property in the form of an inheritance, a trust (-9) REFUSED
fund, an insurance settlement, a pension settlement, a gift, or a lawsuit?
LUMPFORM
IAQ52A
SHOWCARD IA35
What was the largest lump sum [you/(SP)] [or (SP FIRSTNAME LASTNAME)/(SPOUSE
FIRSTNAME LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] received - was it from an
inheritance, a trust, an insurance settlement, a pension settlement, a gift, a lawsuit, or
what?
LUMP_OTH
IAQ52A
OTHER (SPECIFY)
LUMP_SUM1
IAQ52B
About how much did [you/(SP)] [or (SP FIRSTNAME LASTNAME)/(SPOUSE FIRSTNAME
LASTNAME)/(PARTNER FIRSTNAME LASTNAME)] receive from the [insurance
settlement/pension settlement/inheritance or trust/gift/lawsuit/(OTHER)]?
DO NOT PROBE.
Code list
Text Fill Logic
[have you] respondent is SP (SPPROXY=1), SP does not have a spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or
ROSTREL=2 or 56 and HHFLAG^=1)
[has (SP)] respondent is proxy (SPPROXY=2), SP does not have a spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or
ROSTREL=2 or 56 and HHFLAG^=1)
[you or (SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY), proxy is SP's spouse or partner (ROSTREL=2 or 56, HHFLAG=1)
[you or (SPOUSE FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1)
[you or (PARTNER FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1)
[(SP) or (SPOUSE FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), proxy is not SP's spouse (ROSTREL^=2)
[(SP) or (PARTNER FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1), proxy is not SP's [partner (ROSTREL^=56)
(1) INSURANCE SETTLEMENT [you] respondent is SP (SPPROXY=1), SP does not have a spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or ROSTREL=2 or
(2) PENSION SETTLEMENT
56 and HHFLAG^=1)
(3) INHERITANCE (OR TRUST) [(SP)] respondent is proxy (SPPROXY=2), SP does not have a spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or
(4) GIFT
ROSTREL=2 or 56 and HHFLAG^=1)
(5) LASWSUIT
[you or (SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY), proxy is SP's spouse or partner (ROSTREL=2 or 56, HHFLAG=1)
(91) OTHER (SPECIFY)
[you or (SPOUSE FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2,
(-8) DON'T KNOW
HHFLAG=1)
(-9) REFUSED
[you or (PARTNER FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1)
[(SP) or (SPOUSE FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), proxy is not SP's spouse (ROSTREL^=2)
[(SP) or (PARTNER FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1), proxy is not SP's [partner (ROSTREL^=56)
(1) [continuous response]
(-8) DON'T KNOW
(-9) REFUSED
(1) [continuous response]
(-8) DON’T KNOW
[you] respondent is SP (SPPROXY=1), SP does not have a spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or ROSTREL=2 or
(-9) REFUSED
56 and HHFLAG^=1)
[(SP)] respondent is proxy (SPPROXY=2), SP does not have a spouse or partner who is alive and living in the household (ROSTREL^=2 or 56, or
ROSTREL=2 or 56 and HHFLAG^=1)
[you or (SP FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY), proxy is SP's spouse or partner (ROSTREL=2 or 56, HHFLAG=1)
[you or (SPOUSE FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1)
[you or (PARTNER FIRSTNAME LASTNAME)] respondent is SP (SPPROXY=1), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1)
[(SP) or (SPOUSE FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), proxy is not SP's spouse (ROSTREL^=2)
[(SP) or (PARTNER FIRSTNAME LASTNAME)] respondent is proxy (SPPROXY=2), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1), proxy is not SP's [partner (ROSTREL^=56)
[insurance settlement] IAQ13c=1/Insurance Settlement
[pension settlement] IAQ13c=2/Pension Settlement
[inheritance or trust] IAQ13c=3/Pension Settlement
[gift] IAQ13c=4/Pension Settlement
[lawsuit] IAQ13c=5/Pension Settlement
[(OTHER)] IAQ13c=91/Other
LUMP_SUM2
IAQ52C
Did it amount to less than $50,000, more than $50,000, or what?
DO NOT PROBE.
(1) LESS THAN $50K
(2) ABOUT $50K
(3) MORE THAN $50K
(-8) DON'T KNOW
(-9) REFUSED
Variable Name
OWNCAR
MR Screen
Name
CO1
Question text/description
Code list
Text Fill Logic
Now, I would like to change topics and talk about automobiles [you own/(SP) owns] [or
(your/his/her) (husband/wife/partner) owns].
(1) YES
(2) NO
(-8) DON’T KNOW
(-9) REFUSED
[you own] respondent is SP (SPPROXY=1) or respondent is proxy (SPPROXY=2) and proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SP) owns] respondent is proxy (SPPROXY=2), proxy is not SP’s spouse or partner (ROSTREL^=2 or 56)
[Do you/Does (SP)] [or (your/his/her) (husband/wife/partner)] own any cars, trucks, or
vans?
IF NEEDED: Do not include recreational vehicles, such as motorcycles, trailers, motor
homes, boats, or airplanes.
NUMCAR
CO2
How many vehicles [do you/does (SP)] [or (your/his/her) (husband/wife/partner)] own?
ENTER NUMBER OF VEHICLES
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
[or your husband owns] (respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), SP’s spouse
is male (ROSTESEX=1)) or (respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), SP is
male (ROSTSEX=1), proxy is SP’s spouse (ROSTREL=2))
[or your wife owns] (respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), SP’s spouse is
female (ROSTESEX=2)) or (respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), SP is
female (ROSTSEX=2), proxy is SP’s spouse (ROSTREL=2))
[or your partner owns] (respondent is SP (SPPROXY=1), SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1)) or
(respondent is proxy (SPPROXY=2), SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1), proxy is SP’s partner
(ROSTREL=56))
[or his husband owns] respondent is proxy (SPPROXY=2), SP is male (ROSTSEX=1), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), SP’s spouse is male (ROSTSEX=1), proxy is not SP’s spouse (ROSTREL^=2)
[or his wife owns] respondent is proxy (SPPROXY=2), SP is male (ROSTSEX=1), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), SP’s spouse is female (ROSTSEX=2), proxy is not SP’s spouse (ROSTREL^=2)
[or his partner owns] respondent is proxy (SPPROXY=2), SP is male (ROSTSEX=1), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1), proxy is not SP’s partner (ROSTREL^=56)
[or her husband owns] respondent is proxy (SPPROXY=2), SP is female (ROSTSEX=2), SP has a spouse who is alive and living in the household
(ROSTREL=2, HHFLAG=1), SP’s spouse is male (ROSTSEX=1), proxy is not SP’s spouse (ROSTREL^=2)
[or her wife owns] respondent is proxy (SPPROXY=2), SP is female (ROSTSEX=2), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), SP’s spouse is female (ROSTSEX=2), proxy is not SP’s spouse (ROSTREL^=2)
[or her partner owns] respondent is proxy (SPPROXY=2), SP is female (ROSTSEX=2), SP has a partner who is alive and living in the household
(ROSTREL=56, HHFLAG=1), proxy is not SP’s partner (ROSTREL^=56)
[Do you] respondent is SP (SPPROXY=1) or respondent is proxy (SPPROXY=2) and proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[Does
(SP)]
respondent
is proxy
(SPPROXY=2),
proxy is is
not
SP’s (SPPROXY=2)
spouse or partner
(ROSTREL^=2
or 56)or partner (ROSTREL=2 or 56)
[do you]
respondent
is SP
(SPPROXY=1)
or respondent
proxy
and proxy
is SP’s spouse
[does (SP)] respondent is proxy (SPPROXY=2), proxy is not SP’s spouse or partner (ROSTREL^=2 or 56)
[or your husband] (respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), SP’s spouse is
male (ROSTESEX=1)), or (respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), SP is male
(ROSTSEX=1), proxy is SP’s spouse (ROSTREL=2))
[or your wife] (respondent is SP (SPPROXY=1), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), SP’s spouse is female
(ROSTESEX=2)) or (respondent is proxy (SPPROXY=2), SP has a spouse who is alive and living in the household (ROSTREL=2, HHFLAG=1), SP is female
(ROSTSEX=2), proxy is SP’s spouse (ROSTREL=2))
[or your partner] (respondent is SP (SPPROXY=1), SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1)) or (respondent is
proxy (SPPROXY=2), SP has a partner who is alive and living in the household (ROSTREL=56, HHFLAG=1), proxy is SP’s partner (ROSTREL=56))
[or his husband] respondent is proxy (SPPROXY=2), SP is male (ROSTSEX=1), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), SP’s spouse is male (ROSTSEX=1), proxy is not SP’s spouse (ROSTREL^=2)
[or his wife] respondent is proxy (SPPROXY=2), SP is male (ROSTSEX=1), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), SP’s spouse is female (ROSTSEX=2), proxy is not SP’s spouse (ROSTREL^=2)
[or his partner] respondent is proxy (SPPROXY=2), SP is male (ROSTSEX=1), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1), proxy is not SP’s partner (ROSTREL^=56)
[or her husband] respondent is proxy (SPPROXY=2), SP is female (ROSTSEX=2), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), SP’s spouse is male (ROSTSEX=1), proxy is not SP’s spouse (ROSTREL^=2)
[or her wife] respondent is proxy (SPPROXY=2), SP is female (ROSTSEX=2), SP has a spouse who is alive and living in the household (ROSTREL=2,
HHFLAG=1), SP’s spouse is female (ROSTSEX=2), proxy is not SP’s spouse (ROSTREL^=2)
[or her partner] respondent is proxy (SPPROXY=2), SP is female (ROSTSEX=2), SP has a partner who is alive and living in the household (ROSTREL=56,
HHFLAG=1), proxy is not SP’s partner (ROSTREL^=56)
BOX CO2
PVCAR1
CO3
If CO2 NE 2, go to CO3.
Otherwise, go to FSINTRO1.
Altogether, what is their present value, that is, about how much would they bring if
[you/(SP)] sold them on today’s market?
ENTER DOLLAR AMOUNT
(1) [continuous response]
(-8) DON’T KNOW
(-9) REFUSED
[you] respondent is SP (SPPROXY=1) or respondent is proxy (SPPROXY=2) and proxy is SP’s spouse or partner (ROSTREL=2 or 56)
[(SP)] respondent is proxy (SPPROXY=2), proxy is not SP’s spouse or partner (ROSTREL^=2 or 56)
Variable Name
PVCAR2
MR Screen
Name
CO3A
Question text/description
Code list
SHOW CARD IA35 IA36
(1) LESS THAN $2,500
(2) $2,500 TO LESS THAN
$5,000
(3) $5,000 TO LESS THAN
$7,500
(4) $7,500 TO LESS THAN
$10,000
(5) $10,000 TO LESS THAN
$20,000
(6) $20,000 OR MORE
(-8) DON’T KNOW
(-9) REFUSED
Please look at this card and tell me which is closest.
FSINTRO1
FSINTRO1
These next questions are about the food eaten in [your/(SP)'s] household in the last 12
months, since [current month] of last year and whether [you were/he was/she was/they
were] able to afford the food [you need/he needs/she needs/they need].
Text Fill Logic
[your] respondent is SP (SPPROXY=1) or respondent is proxy (SPPROXY=2) and proxy lives with SP (HHFLAG=1)
[(SP)'s] respondent is proxy (SPPROXY=2), proxy does not live with SP (HHFLAG^=1)
[you were] respondent is SP (SPPROXY=1) or respondent is proxy (SPPROXY=2) and proxy lives with SP (HHFLAG=1)
[he was] respondent is proxy (SPPROXY=2), SP is male (ROSTSEX=1), SP lives alone (only SP has HHFLAG=1)
[she was] respondent is proxy (SPPROXY=2), SP is female (ROSTSEX=2), SP lives alone (only SP has HHFLAG=1)
[they were] respondent is proxy (SPPROXY=2), one or more persons live with SP (count of persons with HHFLAG is greater than one), proxy does not
live with SP (HHFLAG^=1)
FOODLAST
FS1
I’m going to read you some statements that people have made about their food situation.
For these statements, please tell me whether the statement was often true, sometimes
true, or never true for [you/your household/(SP)/(SP)'s household] in the last 12
months—that is, since last [current month].
(1) OFTEN TRUE
(2) SOMETIMES TRUE
(3) NEVER TRUE
(-8) DON’T KNOW
(-9) REFUSED
The first statement is, The food that [I/we/(SP)/(SP) or other adults in (SP)'s household]
bought just didn’t last, and [I/we/he/she/they] didn’t have money to get more.
Was that often, sometimes, or never true for [you/your household/(SP)/(SP)'s household]
in the last 12 months?
[you need] respondent is SP (SPPROXY=1) or respondent is proxy (SPPROXY=2) and proxy lives with SP (HHFLAG=1)
[he needs] respondent is proxy (SPPROXY=2), SP is male (ROSTSEX=1), SP lives alone (only SP has HHFLAG=1)
[she needs] respondent is proxy (SPPROXY=2), SP is female (ROSTSEX=2), SP lives alone (only SP has HHFLAG=1)
[they need] respondent is proxy (SPPROXY=2), one or more persons live with SP (count of persons with HHFLAG=1 is greater than one), proxy does not
live with SP (HHFLAG^=1)
[you] respondent is SP (SPPROXY=1), SP lives alone (only SP has HHFLAG=1)
[your household] respondent is SP (SPPROXY=1) or respondent is proxy (SPPROXY=2) and proxy lives with SP (HHFLAG=1)
[(SP)] respondent is proxy (SPPROXY=1), SP lives alone (only SP has HHFLAG=1)
[(SP)’s household] respondent is proxy (SPPROXY=2), one or more persons live with SP (count of persons with HHFLAH=1 is greater than one), proxy
does not live with SP (HHFLAG^=1)
[I] respondent is SP (SPPROXY=1), SP lives alone (only SP has HHFLAG=1)
[We] respondent is SP (SPPROXY=1) or respondent is proxy (SPPROXY=2) and proxy lives with SP (HHFLAG=1)
[(SP)] respondent is proxy (SPPROXY=1), SP lives alone (only SP has HHFLAG=1)
[(SP) or other adults in (SP)'s household] respondent is proxy (SPPROXY=2), one or more persons live with SP (count of persons with HHFLAH=1 is
greater than one), proxy does not live with SP (HHFLAG^=1)
[I] respondent is SP (SPPROXY=1), SP lives alone (only SP has HHFLAG=1)
[We] respondent is SP (SPPROXY=1) or respondent is proxy (SPPROXY=2) and proxy lives with SP (HHFLAG=1) [he] IF SPPROXY = 2(proxy) and SP lives
alone and SP is male
[he] respondent is proxy (SPPROXY=1), SP is male (ROSTSEX=1), SP lives alone (only SP has HHFLAG=1)
[she] IF respondent is proxy (SPPROXY=1), SP is female (ROSTSEX=2), SP lives alone (only SP has HHFLAG=1)
[they] respondent is proxy (SPPROXY=2), one or more persons live with SP (count of persons with HHFLAH=1 is greater than one), proxy does not live
with SP (HHFLAG^=1)
FOODLAST_OFTEN
FS2
The next statement is: [I/we/(SP)/(SP) or other adults in (SP)'s household] couldn’t afford (1) OFTEN TRUE
to eat balanced meals.
(2) SOMETIMES TRUE
(3) NEVER TRUE
Was that often, sometimes, or never true for [you/your household/(SP)/(SP)'s household] (-8) DON’T KNOW
in the last 12 months?
(-9) REFUSED
[IF NEEDED: For these statements, please tell me whether the statement was often true,
sometimes true, or never true for [you/your household/(SP)/(SP)'s household] in the last
12 months—that is, since last [current month].]
[you] respondent is SP (SPPROXY=1), SP lives alone (only SP has HHFLAG=1)
[your household] respondent is SP (SPPROXY=1) or respondent is proxy (SPPROXY=2) and proxy lives with SP (HHFLAG=1)
[(SP)] respondent is proxy (SPPROXY=1), SP lives alone (only SP has HHFLAG=1)
[(SP)'s household] respondent is proxy (SPPROXY=2), one or more persons live with SP (count of persons with HHFLAH=1 is greater than one), proxy
does not live with SP (HHFLAG^=1)
[I] respondent is SP (SPPROXY=1), SP lives alone (only SP has HHFLAG=1)
[We] respondent is SP (SPPROXY=1) or respondent is proxy (SPPROXY=2) and proxy lives with SP (HHFLAG=1)
[(SP)] respondent is proxy (SPPROXY=1), SP lives alone (only SP has HHFLAG=1)
[(SP) or other adults in (SP)'s household] respondent is proxy (SPPROXY=2), one or more persons live with SP (count of persons with HHFLAH=1 is
greater than one), proxy does not live with SP (HHFLAG^=1)
[you] respondent is SP (SPPROXY=1), SP lives alone (only SP has HHFLAG=1)
[your household] respondent is SP (SPPROXY=1) or respondent is proxy (SPPROXY=2) and proxy lives with SP (HHFLAG=1)
[(SP)] respondent is proxy (SPPROXY=1), SP lives alone (only SP has HHFLAG=1)
[(SP)'s household] respondent is proxy (SPPROXY=2), one or more persons live with SP (count of persons with HHFLAH=1 is greater than one), proxy
does not live with SP (HHFLAG^=1)
Variable Name
SKIPMEAL
MR Screen
Name
FS3
Question text/description
Code list
Text Fill Logic
In the last 12 months, since last (name of current month), did [you/you or other adults in
your household/(SP)/((SP) or other adults in (SP)'s household] ever cut the size of
[your/his/her/their] meals or skip meals because there wasn't enough money for food?
(1) YES
(2) NO
(-8) DON’T KNOW
(-9) REFUSED
[you] respondent is SP (SPPROXY=1), SP lives alone (only SP has HHFLAG=1)
[you or other adults in your household] respondent is SP (SPPROXY=1) and one or more persons live with SP (count of persons with HHFLAG=1 is
greater than one), or respondent is proxy (SPPROXY=2) and proxy lives with SP (HHFLAG=1)
[(SP)] respondent is proxy (SPPROXY=2), SP lives alone (only SP has HHFLAG=1)
[(SP) or other adults in (SP)’s household] respondent is proxy (SPPROXY=2), one or more persons live with SP (count of persons with HHFLAG=1 is
greater than one), proxy does not live with SP (HHFLAG^=1)
[your] respondent is SP (SPPROXY=1) and one or more persons live with SP (count of persons with HHFLAG=1 is greater than one), or respondent is
proxy (SPPROXY=2) and proxy lives with SP (HHFLAG=1)
[his] respondent is proxy (SPPROXY=2), SP is male (ROSTSEX=1), SP lives alone (only SP has HHFLAG=1)
[her] respondent is proxy (SPPROXY=2), SP is female (ROSTSEX=2), SP lives alone (only SP has HHFLAG=1)
[their] respondent is proxy (SPPROXY=2), one or more persons live with SP (count of persons with HHFLAG=1 is greater than one), proxy does not live
with SP (HHFLAG^=1)
SKIPMEAL_OFTEN
FS3A
EATLESS
FS4
HUNGRY
FS5
How often did this happen—almost every month, some months but not every month, or in (1) ALMOST EVERY MONTH
only 1 or 2 months?
(2) SOME MONTHS BUT NOT
EVERY MONTH
(3) IN ONLY 1 OR 2 MONTHS
(-8) DON’T KNOW
(-9) REFUSED
In the last 12 months, did [you/(SP)] ever eat less than [you/he/she] felt [you/he/she]
(1) YES
[you] respondent is SP (SPPROXY=1)
should because there wasn't enough money for food?
(2) NO
[(SP)] respondent is proxy (SPPROXY=2)
(-8) DON’T KNOW
(-9) REFUSED
[you] respondent is SP (SPPROXY=1)
[he] respondent is proxy (SPPROXY=2), SP is male (ROSTSEX=1)
[she] respondent is proxy (SPPROXY=2), SP is female (ROSTSEX=2)
In the last 12 months, [were you/was (SP)] ever hungry but didn't eat because there
(1) YES
[were you] respondent is SP (SPPROXY=1)
wasn't enough money for food?
(2) NO
[was (SP)] respondent is proxy (SPPROXY=2)
(-8) DON’T KNOW
(-9) REFUSED
| File Type | application/pdf |
| Author | NORC |
| File Modified | 2016-01-11 |
| File Created | 2016-01-11 |