RAND Enhanced HRS Flat Files: HRS 1996
RAND Enhanced HRS Flat Files: HRS 1996
The RAND Enhanced Flat Files were developed as a first step towards facilitating the use of Health and
Retirement Study (HRS) and Asset and Health Dynamics Among the Oldest Old (AHEAD) data in
empirical analysis. The Flat Files are developed with funding from the National Institute on Aging
(NIA) by the RAND Center for the Study of Aging. With guidance and support from the Social Security
Administration and further funding from NIA, the Center has developed the RAND HRS Data, a
separate file containing a broad range of derived variables. The development of this additional data set
begins with the RAND Enhanced HRS Flat Files. A typical analysis would probably use some "off the
shelf" variables from the RAND HRS Data, with variables specific to the analysis derived using the Flat
Files. For more information on the RAND HRS Data and for information on downloading this data set
or the Flat Files, please see RAND Center for the Study of Aging's Data Products web page.
This document describes the RAND Enhanced Flat Files, with details for HRS 1996, also known as
HRS Wave 3.
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What makes these files different from the Public Release HRS/AHEAD Data?
Specific Changes and Additions to the Public Release Data
Downloading the SAS data sets
What makes these files different from the Public Release HRS/AHEAD Data?
The HRS and AHEAD surveys collect a considerable amount of information about elderly and very
elderly households, and utilizes a complicated questionnaire structure to minimize the burden on any
single respondent within the household. For example, the respondent who answered the household
finance module may not be the same person who answered the module on children and other household
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RAND Enhanced HRS Flat Files: HRS 1996
members. (For more information, see: Who answered which questions?) This format complicates the
way the data is structured upon its public release. For instance, since only one person in a couple
household provides financial and family information, the raw HRS data provides these data at the
household level, but many analyses use respondent level observations.
We have created public use files which simplify this data structure in a number of ways. We reorganized
the data so that each observation represents one individual, and we merged the appropriate information
from the various modules to each observation. Thus, household level information is present for each
individual respondent.
Similarly, certain individual-level information was collected by asking one household member to answer
about another. For example, the financial respondent provides earnings information about himself or
herself, and about his or her spouse. We reassigned this data to "self" and "spouse/partner" variables for
both respondents to clarify to whom the information applies.
With funding from NIA, the Center has also invested considerable effort in the development of income
and asset imputations. These imputations use all aspects of the income and asset information available in
the raw data, including unfolding bracket questions, and other covariates. They are available for
downloading as well.
Finally, we make the files easy to merge across waves and with the RAND HRS Data, and applied
consistent variable naming conventions across waves that reflect those already used by the HRS/
AHEAD. Generally variables begin with the following letters:
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"V" in HRS 1992 (Wave 1)
"W" (some begin with "C") in HRS 1994 (Wave 2)
"E" in HRS 1996 (Wave 3)
"B" in AHEAD 1993 (Wave 1), except for ISR-derived variables OR
"V" (some begin with "B") in AHEAD 1993 (Wave 1), except for ISR-derived variables
"D" in AHEAD 1995 (Wave 2)
"F" in HRS 1998
"G" in HRS 2000
Note that beginning in HRS 1998 the AHEAD and HRS studies are combined.
Note also that in AHEAD 1993 data we offer the variables named in two ways: one with variables that
begin with the letter "V" as they are in the public release data set, and one with variables that begin with
the letter "B", so as to distinguish them from HRS 1992 variables. The file with variable names
beginning with "V" is a93f1a_v; the file with variable names beginning with "B" is a93f1a. If you plan
to merge HRS and AHEAD data together, you should use the a93f1a file. Otherwise, you can choose
either file, depending on your preference.
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RAND Enhanced HRS Flat Files: HRS 1996
Beginning with AHEAD 1995 and HRS 1996, the public use data have been distributed by ISR with
variables starting with "D" and "E", respectively.
The data can be downloaded as SAS data sets, one per HRS or AHEAD Wave, with one observation for
each responding individual in the wave.
Specific Changes and Additions to the Public Release HRS 1996 Data.
HRS Wave 3 includes most of the public release data. "Other Person" files containing data on children,
siblings, household members, helpers, and transfers between HRS respondents and their children, with
observations for each other person, are distributed by ISR but have not yet been included in the RAND
Enhanced Flat Files.
HRS Data Set
Type of Change / Addition
HRS 1996 (Version 3)
Generally helpful variables
In h96f3a SAS file
Financial Variables Added, including assignment to "self" and
"spouse" variables for the individual
In h96f3a SAS file
Family Variables Added, including assignment to "self" and
"spouse" variables for the individual
In h96f3a SAS file
Summary of Notes on Skip Patterns and Problems
In h96f3a SAS file
RAND Imputations for Income and Assets
In incm96f3 and wlth96f3 SAS files
Please forward any questions, comments, or suggestions for current or future development to Patricia St.
Clair, stclair@rand.org.
About downloading these files
The RAND Enhanced Flat File for HRS 1996 currently incorporates the following versions of data:
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Tracker File, Version 2.0
HRS 1996 (Wave 3), final release Version 3
To download the h96f3a file please go to the RAND Center for the Study of Aging web site: www.rand.
org/labor/aging/dataprod and follow the directions for downloading Rand Enhanced Flat Files.
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RAND Enhanced HRS Flat Files: HRS 1996
The RAND site adds to the information and data available on the HRS/AHEAD web site, but does not
replace it. Because we are a third party distributor of these data, you must register with HRS/AHEAD
before using these SAS data sets. In this way you can receive user support and information concerning
the public release data from HRS and AHEAD directly.
And you will want to go to the HRS/AHEAD Data web page to download the questionnaires and public
release data from the HRS/AHEAD web site. The public release data includes the data description and
codebooks necessary to use these files. The SAS data sets available can replace the raw data and SAS
programs included in the public release data, but do not include this important documentation.
If you work with data longitudinally you will find the HRS/AHEAD Concordance file useful. It will
help you find variables from different waves that measure the same concepts. The Concordance file is
also available from the HRS/AHEAD Data page.
**** RESTRICTED DATA USERS, PLEASE NOTE: If you are using any HRS/AHEAD restricted
data, such as SSA data, you should check as to whether you may or may not merge them with the
RAND versions of these datasets. If you intend to use the RAND datasets with restricted data please
contact Cathy Leibowitz at ISR before doing so. Restricted data users are reminded that HRS/AHEAD
must be informed of any data files used in conjunction with restricted data.
Send questions or comments about these files or this documentation to Patricia St.Clair
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Generally Helpful Variables
HRS 1996: Generally Helpful Variables, Original and Derived
These are variables that help you figure out general response status of the household or respondent, e.g., whether this is a 2respondent household, if this respondent is the Financial or Family Respondent, and which, if any, of the family modules have data.
We also added some variables from the Tracker File (Version 2.0, track020) to the h96f3a SAS data sets. Some of the variables from
the Tracker file, such as gender, are not specific to any HRS wave. Others, such as whether R is the financial respondent, are wavespecific. Most are also on the HRS 1996 Public Release Data, and we've compared them to the Tracker File variables. If there are any
differences they are noted in the table below. Please refer to the Tracker file documentation (TRACK020.TXT) for codes and
descriptions of Tracker variables.
These variables are summarized in the tables below:
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Variables from Tracker file: not wave-specific
Variables from Tracker file: wave-specific
Variables derived or already on HRS files
These tables sometimes refer to notes. The notes about generally helpful variables are:
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Notes about generally helpful variables
Possible Reunited Couples
Possible Split Household
Marital Status: E256A, E256AR
Household type: E_HHTYP
Discrepancies between GENDER and E374
From Tracker file: not wave-specific
Description
Tracker
Variable
Name in
h96f3a
Analogous
Variable in
h96f3a from
HRS 1996
Public Release
Data
Notes
From Tracker file: not wave-specific
HRS Household ID: Numeric
HHID
----
HRS Household ID: Character
HHIDC
----
HRS Household ID + Person
Number: Numeric
HHIDPN
----
HRS Household ID + Person
Number: Character
HHIDPNC
----
Person Number: Numeric
PN
----
Person Number: Character
PNC
----
Birthdate: Month
BIRTHMO
E636
BIRTHMO is the same as E636 for all
cases
Birthdate: Year
BIRTHYR
E638
BIRTHYR is the same as E638 for all cases
ID Fields are provided in both numeric and
character format. HRS provides IDs in
character format in HRS 1996, but numeric
formats are included in h96f3a to facilitate
merging with data from previous waves.
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Generally Helpful Variables
Not always the same as BIRTHYR.
Used to determine eligibility (1931-1941)
in EWGTR
Birth Year used for weights
WGTBYR
----
First Interview: Study Year
FIRSTIW
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Gender
GENDER
E374
derived EGENFLAG flags discrepancies
between GENDER and E374
Race/Ethnicity: Hispanic Flag
RACE1
E664
RACE1 is the same as E664 for all cases
Race/Ethnicity: Other Type
RACE2
E667M
RACE2 is the same as E667M for all cases
Study Membership
STUDY
----
STUDY=01 (HRS)
From Tracker File: wave-specific
Description
HRS Wave 1
HRS Wave 2
HRS Wave 3
From Tracker File: wave-specific (on h94f1a and h96f3a only)
Sub-Household
Identifier
ASUBHH
CSUBHH
ESUBHH (char)
W3SUBHH (num)
EHHID (char) = HHIDC || ESUBHH
EHHIDN (num) = HHID*10 + ESUBHH
See note below on possible reunited
couples
Household-Level
Weight
AWGTHH
CWGTHH
EWGTHH
Respondent-Level
Weight
AWGTR
CWGTR
EWGTR
EFAMR
EFAMRC
EFAMR is the 0/1 variable from the
Tracker file, 1 means R is FamR
EFAMRC is the 4-category variable from
HRS 1996 data:
Family Respondent
AFAMR
CFAMR
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1=R is FamR, only one FamR in
HHold
2=R is selected as FamR, HHold
originally had two FamRs
5=R is not FamR, at most one
FamR in HHold
6=R is not selected as FamR,
HHold originally had two FamRs
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Generally Helpful Variables
EFINR
EFINRC
EFINR is the 0/1 variable from the Tracker
file, where 1=R is FinR
EFINRC is the 4-category variable from
HRS 1996 data:
Financial
Respondent
AFINR
CFINR
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1=R is FinR, only one FinR in
HHold
2=R is selected as FinR, HHold
originally had two FinRs
5=R is not FinR, at most one FinR
in HHold
6=R is not selected as FinR, HHold
originally had two FinRs
Beginning of
Interview: Month
AIVIEWMO
CIVIEWMO
EIVIEWMO
Beginning of
Interview: Year
AIVIEWYR
CIVIEWYR
EIVIEWYR
Mode of Interview
AMODEIW
CMODEIW
EMODEIW
New Spouse Flag
ANEWSP
CNEWSP
ENEWSP
Respondent in
nursing home
ANURSHM
CNURSHM
ENURSHM
Partner/Spouse
Person Number
APPN
CPPN
EPPN
See note below on possible split couple
Wave Household
(Couple)
ACOUPLE
CCOUPLE
ECOUPLE
Proxy Flag
APROXY
CPROXY
EPROXY
Result Code
ARESCODE
CRESCODE
ERESCODE
Interview Status
ASTATUS
CSTATUS
ESTATUS
Status: Why not in
this wave
ASTATUS2
CSTATUS2
ESTATUS2
Alive or Deceased
Flag
AALIVE
CALIVE
EALIVE
Case Identifier
ACASE
CCASE
ECASE
Derived or already on HRS files
These variables were either already available in the HRS data (marked by '*' in table below) or were derived in the process of
creating the RAND version of the HRS SAS data set.
Family Respondent & Information (see also EFAMR, EFAMRC)
Description
Variable
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Generally Helpful Variables
EANYFINR
Any Family Resp for HHold
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0=No FinR
1=1 FinR
EFAMFLAG
Family Respondent Problem Flag
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0=No FamR
1=1 FamR
2=were 2 FamRs in preliminary data
EFAM_RHP (num)
EFAMRHPC (char)
HHIDPN of Fam Resp
Financial Respondent (see also EFINR, EFINRC)
Description
Variable
EANYFINR
Any Financial Resp for HHold
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0=No FinR
1=1 FinR
EFINFLAG
Family Respondent Problem Flag
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HHIDPN of Fin Resp
0=No FinR
1=One FinR
2=Were 2 FinRs in preliminary data
EFIN_RHP (num)
EFINRHPC (char)
EFPRVIW FinR last iview
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Financial Respondent Previous Interview
information
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. = no prev iview
1 = Wave 1
2 = Wave 2
EFPRVIWM month prev iview
EFPRVIWY year prev iview
Whether treated as couple in financial
questions-based on E256 of FinR
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EF_CPL
0=treated as single
1=treated as couple
missing (.) if No FinR
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Generally Helpful Variables
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Whether over 65 in financial questionsbased on E693/E410 of FinR
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EF_CPL65
0=Both or single R under 65
1=Cpl, FinR under 65/nonFinR 65+
2=Cpl, FinR 65+/nonFinR under 65
3=Both or single R 65+
4=Cpl, FinR under 65/nonFinR age=.
5=Cpl, FinR age=./nonFinR under 65
6=Cpl, FinR 65+/nonFinR age=.
7=Cpl, FinR age=./nonFinR 65+
9=Age(s) missing
missing (.)no FinR
Household and Spouse/Partner
Description
Variable
E_HHTYP
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Type of Household (one R or two Rs)
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1=one R
2=2 R/both resp
3=2 R/one is NR
7=2 R/both resp but may have actually split
8=one R, had new partner but not living with
9=one R, split household, but has financial data for spouse
[see Note below on codes 7-9]
# in HHold who actually did respond
EN_INHH
ER_INHH
# in HHold who could have responded
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based on E_HHTYP
=1 if E_HHTYP=1 or 9
=2 if E_HHTYP=2,3,7
=9 if DK (E_HHTYP=8)
Marital Status
E256A(*), E256AR
{See NOTE below]
Spouse/Partner HHIDPN (numeric)
EPHHIDPN
Any New Spouse: =1 if any new spouse in
EANYNEWP
household
PN of new spouse
ENEWP
Gender of spouse/partner (1=Male,
2=Female)
EPGENDER
ESAMEGEN
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Same Sex Couple Flag
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.Z=single R
0=not
1=both male
2=both female
Spouse/Partner Birth date
EPBIRTHM, EPBIRTHY
Spouse/Partner Marital Status
EP256, EP256A
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Generally Helpful Variables
Other
Description
Variable
Proxy: Relationship to R
EPROXYR (from EPROXY/E557)
0=No Proxy
1=Spouse
2-11=see E557 codes
Experimental Modules 1-10
E_INMOD
=1 to 10, # of module if R responded
Note: E528 indicates which module R was asked to take,
12=proxy cognition
Experimental Module ALL
E_INMODA
=1 if R responded
Note: All except Proxy/Spanish IWs were asked to take this
module. E5376 indicates refusals.
Proxy Cognition Module
E_INMODP
=1 if Proxy responded
Note: E5485 indicates Proxy refusals (most refused).
EPRVIW
wave # of previous interview
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Previous Interview Information
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. = no previous interview
1 = HRS Wave 1 was last interview
2 = HRS Wave 2 was last interview
EPRVIWMO, EPRVIWYR
Month and Year of Previous Interview
Notes about generally helpful variables
NOTE on Possible Reunited Couples:
Five couples appear to be reunited, though they have separate EHHIDs in HRS 1996. All the couples split in HRS 1994, but are
reunited in HRS 1998 data. All have a married or partnered marital status and say they live together in HRS 1996. The households
are:
HHID
17520
40609
22999
40441
50945
PN
ESUBHH
FSUBHH
HRS 1996 FinR Status
010
1
7
EFinR=1
040
2
7
EFinR=0
010
1
7
EFinR=0
020
2
7
EFinR=1
010
1
7
EFinR=1
020
2
7
EFinR=1
010
1
7
EFinR=1
020
2
7
EFinR=1
010
2
7
EFinR=1
040
1
7
EFinR=1
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Generally Helpful Variables
These couples have been left in separate households on h96f3a. For the two couples where only one is the financial respondent, the
imputed income and wealth data from the FinR has been assigned to both in the couple, though, for the non-FinR, EANYFINR is
0=No FinR. (Note: in the RAND HRS Data, these couples are treated as reunited households, i.e., they have H3HHID with a '7'
subhh.)
NOTE on Possible Split Household:
One couple (EHHID=128521), married and in the same household in HRS 1994, appears to be split in HRS 1996 but the Tracker File
(V2.0) shows them in the same household. Only one of the couple responds in HRS 1996 (HHIDPN=12852020), and has a marital
status of separated, but EPPN=021.
NOTE on E256A, E256AR:
E256A was part of the partial public release data. It does not distinguish between separated and divorced marital statuses, and its
coding differs from that of AMARSTAT and CMARSTAT, used in HRS 1992 and 1994. E256AR is a recoded version that is more
compatible with the codes for xMARSTAT. Its codes are:
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E256ARRecoded Marital Status
=1, Married, if E256A=1 unless living apart (E241 NE 5) and at least one spouse in an institution
=2, Partnered, if E256A=3
=4, Separated/Divorced, if E256A=4
=5, Widowed, if E256A=5
=6, Never Married, if E256A=6
=7, Married living apart not institutionalized, if E256A=7 and neither spouse is institutionalized
=8, Married living apart with at least one spouse in institution, if E256A=2; or if E256A=1 or 7, couple not living together
(E241=5) and at least one spouse is institutionalized
=9, Marital status unknown, if E256A=9
NOTE: E256AR is never =3, Separated. All separations =4, Separated/Divorced
We consider a couple to be living apart if either spouse has E241=5. Only the first respondent of a couple was asked E241. We
consider at least one of a couple to reside in an institution if E256A=2, or if R reports self or spouse living in an institution (E240=1
or E246=1) or spouse has E256A=2.
Note on E_HHTYP
:
There were a few special cases which have been assigned E_HHTYP codes of 7-9. These arise from the skip pattern in the CS
module that dealt with partnerships where partners don't live together. If a married couple reported not living together, a followup
question was asked to determine whether they had separated or were still married. But if a partnered couple reported not living
together, no followup question was asked, and they remained a partnership. These special codes simply identify these cases, so that
the analyst can decide how to treat these households.
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The couple coded E_HHTYP=7 is HHID=88329, ESUBHH=0. Both individuals responded and have a marital status of
partnered (=3), but E241=5, not living together. So this may be a split partnership and perhaps should have been split into two
Wave 3 households. However, the FinR answered questions about both self and spouse income. So, given the way the HRS
interview works, this is a 2-R household, both responding but they may not actually be living together.
The cases coded E_HHTYP=8 are HHID=79491, ESUBHH=0 and HHID=79479, ESUBHH=2. Both these households have
only one respondent who reports having a new partner and NOT living with the partner. The respondent in each household
was the FinR, and answered questions about partner income. HHIDPN=79491010 reports both self and partner income;
HHIDPN=79479040 reports self has income but spouse/partner does not (note: the ex-spouse also reports no income). The
Tracker File shows a non-responding spouse/partner (HHIDPN=79479041) for 79479040. These cases may be single R's who
had a new partner between Waves 2-3 but do not share a household with one at Wave 3 interview time.
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Generally Helpful Variables
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The cases coded E_HHTYP=9 are HHID=84272, ESUBHH=2 and 5, and HHID=14436, ESUBHH=1 and 2. In these excouples, both agree that they split, and they reside in different Wave 3 households. One of each couple has E256A=3,
partnered and the other has E256A=9, missing. However both were treated as though they were partnered, i.e., both were
asked FinR questions. In the HHID=14436 pair, both report own income, but refuse on spouse/partner income questions. In
the other pair, HHIDPN=84272021 reported income for both self and partner, while HHIDPN=84272020 reported own
income but said partner had none. The amounts reported by 84272020 match very closely the amounts reported for
84272021's partner.
NOTE on Discrepancies between GENDER and E374:
There are four cases where GENDER does not agree with E374.
EGENFLAG=1, gender does not match E374
----- PREVENTATIVE BEHAVIOR B19 -----
Gender Flag
F.
(if
R
SP
G.
Spouse
H.
K.
BREAST
HHIDPN GENDER GENDER SEX GENDER
MAMMOGRAM PAPSMEAR PROSTRATE
Gender
LUMP
ne E374)
E374 E382 EPGENDER
E927
E928
E929
E926
EGENFLAG
36081011
1
1
2
2
2
5
5
5
5
46787011
1
2
1
1
1
1
1
5
5
61179011
1
2
1
1
1
5
5
1
5
71810011
1
2
1
1
1
5
5
1
5
NOTE: It appears that GENDER is correct.
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Financial Variables Added
HRS 1996: Financial Variables Added
Assignment of Income Variables to Self/Spouse-Partner Variables (ER/EP)
In a couple household, only the Financial Respondent (FinR) provides information about all the household
finances. In this file, the household finance data are merged to the respondent level. The FinR provides some
income information, such as earnings, about both himself or herself, and about his or her spouse. In the raw data
the respondent earnings data apply to the FinR and the spouse/partner earnings data apply to FinR's spouse. In
this data set, we assigned these data to added "self" and "spouse/partner" variables for both respondents so as to
clarify to whom the information applies.
Variables that begin with ER apply to "self" while variables that begin with EP apply to "spouse/partner".
Generally, if an individual is the FinR, then the Ennnn variables for FinR are assigned to ERnnnn and the Epppp
variables for FinR's spouse are assigned to EPnnnn. And if an individual is the spouse/partner of the FinR then
the Ennnn variables for FinR are assigned to EPnnnn and the Epppp variables for FinR's spouse are assigned to
ERnnnn. The table below summarizes these assignments.
Variable Name assignments
HRS Wave 3
Original Variable
Reassigned Variable
FinR
Finr's Spouse
Self
Spouse/Partner
Ennnn
Epppp
ERnnnn
EPnnnn
For example, FinR's report of earnings from wages and salaries for him/herself is in E3883, and for his/her
spouse in E3916. In the observation for FinR, ER3883 = E3883 and EP3883 = E3916. In the observation for
FinR's spouse, ER3883 = E3916 and EP3883 = E3883.
In Version 3 of HRS 1996 data, categorical variables that summarize series of unfolding bracket questions are
not present. The original unfolding bracket questions are included instead. We add the categorical bracket
variables back into the data.
We also reassigned a series of "income last year" variables that all followed similar skip patterns. The total
income last year was skipped if R reported receiving the same amount each time, e.g., each month or quarter.
We made new variables that filled in the total income last year from the data about "same" payments.
And we've described some idiosyncracies of skip patterns and created some variables to help with them.
Income Variables Assigned to Self/Spouse-Partner Variables (ER/EP)
Recoded, Reassigned, or Combined versions of variables
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Financial Variables Added
●
●
●
●
●
Who worked for pay last year
Who receives transfer, IRA/pension, trust income
Whose parents an inheritance is from
Derived categorical bracket variables
How much income last year (rent, own business/farm, dividends/interest)
Variables to help with skip patterns
●
●
●
Received income all year (unemployment, workers comp)
Month began Social Security/SSI
E4602: Amount spent on bills (New variable E4602F flags possible improper skip)
Warnings about skip patterns or data
●
●
●
●
●
●
Problems in unfolding bracket questions for business value
Notes on unfolding bracket questions for other earned income
Apparent Discrepancies from Comment Coding
E4122: who was asked about reporting business income twice (e.g., also as self-employment income)
Questions on IRA cash in or annuity conversion, if both reported
Months received food stamps
Recoded, Reassigned, or Combined versions of variables
Who worked for pay last year
The questions on who worked for pay last year are different depending on whether the respondent (and
spouse) are over 65 years old:
❍ E3871: Did you (or your spouse) do any work for pay last year? (if single R is 65 or older OR
married/partnered R and both R and spouse are 65+)
❍ E3872: Which one of you worked for pay last year? (if single R is 65+ OR married/partnered R
and both R and spouse are 65+ and E3871=YES)
❍ E3873: Did you do any work for pay last year? (if single R<65 OR either R or spouse<65)
❍ E3874: Did your spouse do any work for pay last year? (if R married/partnered and R or
spouse<65)
We made 4 new variables that are not dependent on FinR or FinR's spouse's ages:
Variable:
description
If individual is FinR
If individual is NOT FinR
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Financial Variables Added
❍
ER3873
R did any
work for pay
last year
❍
❍
❍
EP3873
Spouse/
Partner did
any work for
pay last year
❍
❍
❍
ER3871
Either R or
spouse did any
work for pay
last year
ER3872
Who did any
work for pay
last year
❍
❍
❍
❍
❍
❍
❍
1=Yes
if single R and E3871=1,
E3872=1 or 3 (FinR or both),
or E3873=1
5=No
if E3871=5, or E3872=2
(spouse), or E3873=5
8=DK, 9=Ref
if E3871=8,9 or E3873=8,9
1=Yes
if E3872=2 or 3 (spouse or
both), or E3874=1
5=No
if E3871=5, or E3872=2
(FinR), or E3874=5
8=DK, 9=Ref
if E3871=8,9 or E3874=8,9
.Z=inapplicable (no FinR
spouse)
❍
❍
❍
❍
❍
❍
1=Yes
if E3872=2 or 3 (spouse or
both), or E3874=1
5=No
if E3871=5, or E3872=1
(FinR), or E3874=5
8=DK, 9=Ref
if E3871=8,9 or E3874=8,9
1=Yes
if E3872=1 or 3 (FinR or
both), or E3873=1
5=No
if E3871=5, or E3872=2
(spouse), or E3873=5
8=DK, 9=Ref
if E3871=8,9 or E3873=8,9
=1, if ER3873=1 or EP3873=1
=5, if ER3873=5 and, if FinR married/partnered, EP3873=5
8=DK, 9=Ref, from ER3873=8,9 or EP3873=8,9
=1, if ER3873=1 and (single R or EP3873 not equal 1)
=2, if EP3873=1 and ER3873 not equal 1
=3, if ER3873=1 and EP3873=1
8=DK, 9=Ref, from ER3873=8,9 or EP3873=8,9
Who receives transfer, IRA/pension, trust income
Each type of transfer income and the retirement pension and annuity questions begin with 2 variables:
A. Was any income of this type received?
B. If yes, who received it?
We do not assign variables for question A to ER/EP variables. Variables that ask question B indicate one
of the couple or both.
In questions about IRA or Keogh accounts (the first and second largest) the question is asked:
Is that yours or your spouse's account?
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Financial Variables Added
And for assets put into a trust, up to 4 relations of those receiving income from the trust can be specified,
including FinR and spouse.
For these questions where FinR or spouse can be specified in the answer, we create an ERnnnn version
which is recoded to be relative to "self". For example, E3943 indicates whether FinR, FinR's spouse, or
both received Unemployment Compensation last year:
1=FinR received
2=Spouse/Partner received
3=Both received
8,9=DK, NA
For FinR, ER3943 would be set to E3943 exactly as it is. For FinR's spouse, ER3943 would be set to
E3943 with the following recoding:
Set ER3943 to 2, if E3943=1
Set ER3943 to 1, if E3943=2
The variables listed below are recoded in this way when assigned to their ER versions:
Original
Variable
Self (ER)
Variable
E3943
ER3943
J22.WHO RECEIVED UNEMPLOYMENT
COMPENSATION
E3962
ER3962
J34.WHO RECEIVED WORKERS COMPENSATION
E3984
ER3984
J46.WHO RECEIVE SOCIAL SECURITY INCOME
E4022
ER4022
J60.WHO RECEIVED SUPPLEMENTAL SECURITY
INCOME (SSI)
E4037
ER4037
J65.WHO RECEIVED WELFARE
E4042
ER4042
J68.WHO RECEIVED VETERAN OR MILITARY
BENEFITS
E4126
ER4126
J92.LARGEST IRA: WHOSE ACCOUNT
E4148
ER4148
J99.2nd LARGEST IRA: WHOSE ACCOUNT
E4186
ER4186
J111.OTHER IRA CASH-IN/ANNUITIZED: WHOSE
ACCOUNT
E4210
ER4210
J128.WHO RECEIVED PENSION
E4264
ER4264
J164.WHO RECEIVED ANNUITY
Description
E4710M1 ER4710M1
J296.WHO BENEFITS FROM TRUSTSthru
thru
RELATIONSHIP
E4710M4 ER4710M4
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Financial Variables Added
Whose parents an inheritance is from
If R or his/her spouse received any inheritance, the FinR was asked:
From whom was that inheritance received, that is what was their relationship to you?
The first two relationships are FinR's parents and spouse's parents. Up to 3 inheritances are asked about,
in variables E4754, E4761, and E4768. We created an ERnnnn version which is recoded to be relative to
"self".
For example, ER4754=1 if the inheritance is from FinR's parents, =2 if it is from FinR's spouse's parents.
For FinR, ER4754 would be set to E4754 exactly as it is. For FinR's spouse, ER4754 would be set to
E4754 with the following recoding:
❍
❍
Set ER4754 to 2 (spouse's parents), if E4754=1 (FinR's parents)
Set ER4754 to 1 (own parents), if E4754=2 (FinR's spouse's parents)
The variables recoded in this way are:
Original
Variable
Self (ER)
Variable
E4754
ER4754
J310.INHERITANCE: WHO FROM
E4761
ER4761
J316.INHERITANCE: WHO FROM
E4768
ER4768
J322.INHERITANCE: WHO FROM
Description
Derived categorical bracket variables
These variables are named by adding a "B" to the end of the variable name for the first question in the
unfolding bracket question series. For example, E4091 is the first unfolding bracket question asked if the
FinR doesn't know or refuses to provide an amount for rental income last year: Is it more than $50,000?
Depending on the answer, one of two follow-up questions are asked: i) E4092: is it more than $75,000?
or ii) E4093: is it more than $25,000? E4091B summarizes the codes in these three variables:
1:75000+
/* if E4091=1 and E4092=1 */
2:5000075000
/* else if E4091=1 and E4092=5 */
3:50000+
/* else if E4091=1 and E4092 in (7,8,9)
*/
4:2500050000
/* else if E4091=5 and E4093=1 */
5:0-25000
/* else if E4091=5 and E4093=5 */
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Financial Variables Added
6:0-50000
/* else if E4091=5 and E4093 in (7,8,9)
*/
9:DK/RF
/* else if E4091 in (7,8,9) */
SAS formats are provided for all derived categorical bracket variables. The SAS formats provide the
meanings for each variable code.
There are some apparent inconsistencies in the bracket variables. For example, some cases have both a
continuous value (NOT Don't Know or Refused), but have unfolding bracket information as well, which
may or may not agree with the continuous amount given. These are likely the result of "comment
coding", where interviewer comments were used to correct data, such as using comments to fill in a
continuous amount that was originally missing. See Apparent Discrepancies from Comment Coding
below for more information.
Problems in unfolding bracket questions for business value
Among the business value unfolding bracket questions, a skip pattern error made it possible for a
respondent to say that the income was over $10,000 AND under $5,000. Respondents who said yes to
more than $10,000 (and up to more than $1,000,000) were also asked if the value was more than $5,000,
to which some replied no. In the categorical bracket variable E4098B, we set these cases to be missing
all unfolding bracket data. The households affected by this problem have EHHIDs of: 0122760,
0160810, 0378710, 0438060, 0460810, and 0490700.
Also note that E4102 thru E4109 seem to show additional unfolding bracket questions for business
income, but these variables contain no information and were not asked of anyone. They were originally
set up to be used with AHEAD respondents, of which there are none in HRS 1996.
Notes on unfolding bracket questions for other earned income
The unfolding bracket questions for other earned income, e.g., from a second job, ask about different
amounts for the FinR and spouse. The questions are:
For the FinR:
❍ E3904: Was it more than $5,000?
❍ E3905: Was it more than $25,000?
❍ E3906: Was it more than $50,000?
❍ E3907: Was it more than $2,500? [see note about wording discrepancy below]
For the FinR's spouse:
❍ E3937: Was it more than $20,000?
❍ E3938: Was it more than $50,000?
❍ E3939: Was it more than $100,000?
❍ E3940: Was it more than $5,000?
We assign these to two different sets of bracket variables for self and spouse. For example, ER3904BA
and EP3904BA are assigned from E3904B which summarizes E3904-E3907, and ER3904BB and
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Financial Variables Added
EP3904BB are assigned from E3937B which summarizes E3937-E3940:
Original variable
For FinR
For nonFinR
E3904B
ER3904BA
EP3904BA
E3904
ER3904_A
EP3904_A
E3905
ER3905_A
EP3905_A
E3906
ER3906_A
EP3906_A
E3907
ER3907_A
EP3907_A
E3937B
EP3904BB
ER3904BB
E3937
EP3904_B
ER3904_B
E3938
EP3905_B
ER3905_B
E3939
EP3906_B
ER3906_B
E3940
EP3907_B
ER3907_B
Further, the wording of the question E3907 was incorrect in early interviews. It initially read: Was it
more than $50,000? Since this question is asked only if the answer to E3904 (more than $5,000) is NO, a
NO answer to E3907 with the incorrect wording provides no further information. The date of the
correction was 6/16/96, so it affects interviews using version 4-6 of the questionnaire (E198 provides the
version number). For cases with the early version of the questionnaire who answered NO to E3904,
E3907 was treated as missing in deriving E3904B. The EHHIDs of the three households affected are:
0197600, 0327420, and 0610240.
Apparent Discrepancies from Comment Coding
For many questions about amounts, particularly among income and asset variables, respondents are
asked first if they have any of the income or asset. If they do, they are then asked how much. If they
don't know or refuse to give a continuous amount, a series of unfolding bracket questions are asked.
Normally, one expects that if R answers NO to having any, the amount and bracket variables will be
missing, and if R gives a continuous amount, the bracket variables will be missing. A number of
discrepancies in this pattern are present in Version 3 of the HRS 1996 data. We compared Version 2
bracket variables (which are not present in Version 3) to individual unfolding bracket questions as well.
Apparent Discrepancies Found
❍ A respondent gives a continuous amount but has bracket variable values as well. Most of the time
the continuous amount fits the bracket values but occasionally they conflict.
❍ A respondent indicates no income or asset but has bracket variable values or, in a very few cases,
a continuous amount.
❍ A respondent gives DK/RF for a continuous amount but all bracket variables are skipped. Most of
the time the Vers.2 categorical bracket variable is set to 9 but in a few cases it is missing and in
one case has a value that corresponds to a bracket range.
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Financial Variables Added
HRS questions provided the following information:
Some spot checking makes it appear that these inconsistencies were introduced a result of the
comment coding effort. As noted in the data description file, hrs96dd.pdf or hrs96dd.txt, changes
were made in the data because of respondent comments. Although there was an attempt when
such a code change were made to also change immediate subsequent questions that referenced the
changed question within the section, as this was a human process, this apparently did not always
happen.
You have to decide whether to take the value in the lead-in question corrected as determined by
the comment coder or to use the respondent's answers to the unfolding brackets.
For both the HRS and RAND imputations, comment-coded corrections were used, i.e., if the lead-in
question was corrected to a NO answer, both the continuous value and unfolding bracket questions were
ignored, and if the lead-in questions is YES and a continuous value is provided, the unfolding bracket
questions were ignored.
How much income last year (rent, own business/farm, dividends/interest)
For several types of income, such as rent and dividend income, the questions asked:
❍ A. Did you receive any?
❍ B. [If A. = Yes or Other] How often did you receive that, or How often is that paid?
❍ C. [If B. is a specific period, e.g., monthly, and less than a year] About how much did you receive
last time?
❍ D. [If C. is not skipped or DK/RF] Did you get about the same amount each time?
❍ E. [If D. is yes, SKIP this question] About how much did you receive in the last year?
❍ F. [If E. is DK/RF, 999998/999999] About how much did you receive in the last year, in
unfolding brackets?
The amount received last year [E.] is skipped if the same amount was received each period [D. = 1=yes].
We made a new variable that fills the amount received last year with the answer to E if given, or with the
amount calculated from B and C if D=yes, as follows:
❍ if A. not equal Yes or Other, i.e., if no income of this type received, then amount last year=.Z,
inapplicable.
❍ if D. not equal Yes, i.e., if didn't get the same amount each time, then amount last year=answer to
E.
❍ if D.=1, Yes, and C.=999997, Other, then amount last year=999997
❍ if D.=1, Yes, and B.=1, weekly, then amount last year= 52 X C.
❍ if D.=1, Yes, and B.=2, twice a month, then amount last year= 24 X C.
❍ if D.=1, Yes, and B.=3, monthly, then amount last year= 12 X C.
❍ if D.=1, Yes, and B.=4, quarterly, then amount last year= 4 X C.
❍ if D.=1, Yes, and B.=5, every 6 months, then amount last year= 2 X C.
❍ if new amount last year > 999996 then save new amount last year and set new amount last year to
999996.
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Financial Variables Added
The maximum amount specified in E is 999996. The last step limits the calculated new amount last year
to this same maximum. If the calculated new amount last year was larger, it is saved in another variable.
This only happened for Rental and Business/Farm income (6 cases, listed under Cases where calculated
amount last year exceeded the maximum)
We did not fill the "bracket" variable. Also note that both E. and the new filled variable can have values
of:
❍
❍
❍
999997=Other
999998=Don't know (F. brackets asked, if E. asked)
999999=Refused (F. brackets asked, if E. asked)
The variables for which the amount received last year was filled (if same amount each time) are:
E.
C.
D.Do
About
About
Saved
F.About
New
you get
how variable, calculated
B.How how
how
about
much filled if
much
much
new
A.Any often
the
did
did
did you
amount
same
Description income do you
same
you
you
amount last year, receive
from... receive
amount
receive
that? receive
last yearif over
each
each
last
last
time
999996 brackets?
time?
year?
time?
Rental
Income
E4085
E4086
E4087
E4088
E4089
E4089R
E4089R_
E4091B
Business or
Farm
Income
E4112
E4113
E4114
E4115
E4117
E4117R
E4117R_
E4118B
Stocks or
Mutual
Funds
Dividends
or Interest
E4359
[NOTE:
weekly
and
E4360
E4358
twice a
month
are not
options]
E4361
E4362
E4362R
(not
needed)
E4364B
Bonds or
Bond Funds
Dividends
or Interest
E4402
[NOTE:
weekly
E4403
E4401
is not
an
option]
E4404
E4405
E4405R
(not
needed)
E4407B
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Financial Variables Added
Checking,
Savings,
Money
Market
Funds
Dividends
or Interest
E4442
[NOTE:
weekly
and
E4441
E4443
twice a
month
are not
options]
E4444
E4445
E4445R
(not
needed)
E4446B
CDs,
Government
Bonds,
Treasury
Bills
Dividends
or Interest
E4484
[NOTE:
weekly
and
E4483
E4485
twice a
month
are not
options]
E4486
E4487
E4487R
(not
needed)
E4489B
Cases where calculated amount last year exceeded the maximum
For Rental Income
HHID W3SUBHH HHIDPN E4085 E4086 E4088 E4087 E4089 E4089R E4089R_
17253
0
17253010
1
3
1
143000
.
999996 1716000
17253
0
17253020
1
3
1
143000
.
999996 1716000
33242
0
33242010
1
4
1
340500
.
999996 1362000
33242
0
33242020
1
4
1
340500
.
999996 1362000
For Business or Farm Income
HHID W3SUBHH HHIDPN E4112 E4113 E4115 E4114 E4117 E4117R E4117R_
60969
0
60969010
1
3
1
100000
.
999996 1200000
60969
0
60969020
1
3
1
100000
.
999996 1200000
Variables to help with skip patterns
We list here some variables that help with skip patterns. Some are on the file and some are on other
waves of data.
Received income all year (unemployment, workers comp)
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Financial Variables Added
Note that questions about unemployment and workers compensation are skipped for cases where a single
R is 65 or older or both in a couple are 65 or older and noone worked for pay last year.
If FinR or FinR's spouse received unemployment compensation and workers compensation last year, the
months in which the income was received is asked. If the income was received all year, then all month
variables are set to 1 for Yes. If income was received part of the year then each month indicates 1 or 5,
for Yes or No as the question was answered. If no income of this type was received then all month
variables are set to 5 for No.
If the income was received all year then FinR is asked (month and year):
When did you (or your spouse) start receiving [unemployment or workers] compensation?
We created variables for "Received all year" which is set to 1 for Yes if all month variables are set to 1,
and 5 for No otherwise. This is to help the analyst determine whether the month started receiving is
asked (new variable=1) or skipped (new variable not equal 1). NOTE: these new variables are also
assigned to "self" (ERnnnn) and "spouse" (EPnnnn) versions - see Income Variables Assigned to Self/
Spouse-PartnerVariables (ER/EP).
The new variables and the variables they are derived from are:
Type of Income
Monthly
Variables
for FinR
Unemployment Compensation
E3945M1
thru
E3945M12
Workers Compensation
E3964M1
thru
E3964M12
New
Received
All Year
Variable
for FinR
Monthly
Variables
for FinR's
Spouse
New
Received
All Year
Variable
for FinR's
Spouse
E3945
E3953M1
thru
E3953M12
E3953
E3964
E3975M1
thru
E3975M12
E3975
Month began Social Security/SSI
If preloaded information shows that Social Security was received at last interview, then month began
receiving Social Security is NOT asked. The analyst must pick up Social Security begin month from the
prior interview. The same is true for SSI income. The preloaded variables for whether SocSec or SSI was
received last interview are not on the file. But if the month/year began receiving Social Security (or SSI)
is missing and R is receiving SocSec (or SSI) then you can use variables from Wave 1 or Wave 2 to fill
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Financial Variables Added
this date in. We did not include these on h96f3a but provide the variable names from earlier waves. Note
that in Wave 3, Social Security is reported separately for FinR and spouse, but SSI is reported only as a
joint amount. Also, we do include EPRVIW on h96f3a which gives the Wave number of the previous
interview:
❍ 2=previous interview was Wave 2
❍ 1=previous interview was Wave 1
FOR SOCIAL SECURITY BEGAN MONTH:
❍ on h92f1b: If a couple receiving a joint check - VR6004 is month, and VR6005 is year.
❍ on h92f1b: If single R or a couple receiving separate checks VR6013/VR6014 are month/year for
R and VP6013/VP6014 are month/year for spouse.
❍ on h94f1a: WR6261/WR6262 are month/year for R and WP6261/WP6262 are month/year for
spouse.
FOR SSI BEGAN MONTH:
❍ on h92f1b: VR5717/VR5718 are month/year for R and VP5717/VP5718 are month/year for
spouse.
❍ on h94f1a: WR6160/WR6161 are month/year for R and WP6160/WP6161 are month/year for
spouse.
Warnings about skip patterns or data
E4602: Amount spent on bills (New variable E4602F flags possible improper skip)
Variable E4602 (J267A. Amount spent last month) was to be asked of all Financial respondents who
were not in a nursing home (E240 ne 1). However it appears that there was a skip problem in early
versions of the questionnaire that caused this question to be skipped if Q4600 (HAVE ENOUGH $ FOR
FOOD) was answered Yes=1 for most cases. E4602 was improperly skipped for all but 6 cases with
version 4 of the instrument (327 cases improperly skipped), and all but 44 cases with version 5 of the
instrument (1166 cases improperly skipped). The variable E198 gives the version number of instrument.
We created a variable that flags cases where E4602 appears to be improperly skipped. E4602F is set to:
❍ 1 = Improper skip if FinR is not in a nursing home (FinR's E240 is not equal to 1) and E4602 is
skipped.
❍ 0 = Not skipped or FinR in a nursing home (FinR's E240=1)
❍ . = No FinR for this household
E4122: who was asked about reporting business income twice (e.g., also as self-employment
income)
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Financial Variables Added
At the end of the series of questions about business income (E4112 thru E4118B), the following question
is asked:
E4122: Did you tell me about this income earlier in this interview?
The purpose of this question is to identify duplicate reports of this type of income (here and as selfemployment income earlier in Section J). According to the skip pattern description in the codebook,
E4122 was only asked of Financial R's who reported being currently being self-employed in Section G
(job history). There are 2 problems with this that the analyst should be aware of:
❍ 1) if spouse/partner is the one with SE income and not R, most were not asked this question;
❍ 2) if R did not say "SE" in section G, but reported SE income last year (i.e., not currently SE but
was last year), most were not asked this question.
Most of those asked this question responded Yes, i.e., this income report is a duplicate of income
reported earlier, and many of those not asked show exact or similar amounts in both business income
(E4117) and SE income (E3876/E3909). Thus it appears some of the income reported here is a duplicate
report, even if E4122 was skipped. SE and business income were both reported for about 182 households
(353 individuals) where E4122 was NOT asked.
Questions on IRA cash in or annuity conversion, if both reported
Question J112 asked:
Did you (or your spouse) cash in these accounts, convert them to annuities, or what? CHOOSE
ALL THAT APPLY.
The answers to this question are in variables E4187M1 and E4187M2. Subsequent questions asked how
much was converted and details about the annuity (E4188-E4203). These questions were to be asked
only if some of the IRA withdrawal was converted. Other questions on the amount cashed in and other
details about its use were asked only if all of the withdrawal was cashed in (E4204 and E4206M1E4206M4).
Two minor warnings:
❍
❍
1) in 2 cases R reported both convert and cash-in. In one case (HHIDPN=72308010) both sets of
questions on amounts and other details were skipped; in the other (HHIDPN=60513010) the
annuity questions were asked but not the cash-in questions.
2) for those who converted to an annuity (56 households), most (35) report $0 for amount of the
annuity received currently. Presumably the annuity has already run out.
Months received food stamps
If any family members in the household received government food stamps since the last interview or in
the last 2 years (if no prior interview), FinR was asked in which months food stamps were received:
E4589: J256.WHICH MONTHS
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Financial Variables Added
1=all months since prev wave
❍ 2=all months since other month/year
❍ 3=all months until month/year
❍ 4=specific months
❍ 7=Other
❍ 8,9=Dk, Rf
If E4589=4, "specific months" then variables E4593M1 thru E4593M34 are set to YES=1 for the months
(Oct.1993 thru July 1996, respectively) in which food stamps were received. Otherwise these variables
were set to NO=5 for all months. For example, if food stamps were received all months since last
interview (i.e., E4589=1), all E4593M1-E4593M34=NO, even though R received Food stamps in all
these months. The analyst should consider the E4593 variables valid ONLY if E4589=4.
❍
To help with the other codes, e.g., "all months since prev wave" and "all months until month/year", the
previous interview month and year for the FinR is on h96f3a as EFPRVIWM and EFPRVIWY,
respectively. If these variables are missing, then the FinR had no previous interview and the "last 2
years" from current interview (EIVIEWMO/EIVIEWYR) applies.
Income Variables Assigned to Self/Spouse-Partner Variables (ER/EP)
SOURCES OF
INCOME/
VARIABLE
LABELS
Household Financial
Level
Respondent
(FinR +
(FinR)
Spouse)
Variables
Variables
If R is
FinR,
Assign
FinR
variables
to ...
If R is
Financial
Spouse of Respondent
FinR,
Spouse
Assign
Variables
FinR
variables
to ...
If R is
FinR,
Assign
Spouse
variables
to ...
If R is
Spouse of
FinR,
Assign
Spouse
variables
to ...
WORKED FOR PAY (see Who worked for pay last year)
Worked for pay
Last Cal Year
E3873
ER3873
EP3873
R or Sp/P
Worked for pay
Last Cal Year
E3871
ER3871
EP3871
Who Worked for
pay Last Cal
Year
E3872
ER3872
EP3872
ER3875
EP3875
E3874
EP3873
ER3873
E3908
EP3875
ER3875
SELF-EMPLOYMENT
J5.R SELFEMPLOYMENT
LCYEAR
E3875
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Financial Variables Added
J6. R SELFEMPLOYMENT
INCOME
AMOUNT
E3876
ER3876
EP3876
E3909
EP3876
ER3876
J6A-D.R AMT
SELFEMPLOYMENTBKT
E3877B
ER3877B
EP3877B
E3910B
EP3877B
ER3877B
J6A.R $ SELFEMPLOYMENT
DK-10K
E3877
ER3877
EP3877
E3910
EP3877
ER3877
J6B.R $ SELFEMPLOYMENT
DK-25K
E3878
ER3878
EP3878
E3911
EP3878
ER3878
J6C.R $ SELFEMPLOYMENT
DK-100K
E3879
ER3879
EP3879
E3912
EP3879
ER3879
J6D.R $ SELFEMPLOYMENT
DK-5K
E3880
ER3880
EP3880
E3913
EP3880
ER3880
WAGES AND SALARY LCYEAR
J7.R WAGES
AND SALARY
LCYEAR
E3882
ER3882
EP3882
E3915
EP3882
ER3882
J8.R HOW
MUCH WAGES
AND SALARY
E3883
ER3883
EP3883
E3916
EP3883
ER3883
J8A-D.R AMT
WAGES AND
SALARY-BKT
E3884B
ER3884B
EP3884B
E3917B
EP3884B
ER3884B
J8A.R $ WAGES
AND SALARY
DK-25K
E3884
ER3884
EP3884
E3917
EP3884
ER3884
J8B.R $ WAGES
AND SALARY
DK-50K
E3885
ER3885
EP3885
E3918
EP3885
ER3885
J8C.R $ WAGES
AND SALARY
DK-100K
E3886
ER3886
EP3886
E3919
EP3886
ER3886
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Financial Variables Added
J8D.R $ WAGES
AND SALARY
DK-5K
E3887
ER3887
EP3887
E3920
EP3887
ER3887
PROF PRACTICE OR TRADE LCYEAR
J9.R PROF
PRACTICE OR
TRADE
LCYEAR
E3889
ER3889
EP3889
E3922
EP3889
ER3889
J10.R HOW
MUCH PROF
PRACTICE OR
TRADE
E3890
ER3890
EP3890
E3923
EP3890
ER3890
J10A-D.R AMT
PROF PRAC
TRADE-BKT
E3891B
ER3891B
EP3891B
E3924B
EP3891B
ER3891B
J10A.R $ PROF
PRAC TRADE
DK-25K
E3891
ER3891
EP3891
E3924
EP3891
ER3891
J10B.R $ PROF
PRAC TRADE
DK-50K
E3892
ER3892
EP3892
E3925
EP3892
ER3892
J10C.R $ PROF
PRAC TRADE
DK-100K
E3893
ER3893
EP3893
E3926
EP3893
ER3893
J10D.R $ PROF
PRAC TRADE
DK-5K
E3894
ER3894
EP3894
E3927
EP3894
ER3894
TIPS, BONUSES, COMMISSION LCYEAR
J11.R TIPS,
BONUSES,
COMMISSION
LCYEAR
E3896
ER3896
EP3896
E3929
EP3896
ER3896
J11A.R HOW
MUCH TIPS,
BONUSES,
COMMISSIO
E3897
ER3897
EP3897
E3930
EP3897
ER3897
E3898B
ER3898B
EP3898B
E3931B
EP3898B
ER3898B
J11B-E.R AMT
TIPS BONUS
COMMS
LC_YR-BKT
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Financial Variables Added
J11B.R TIPS
BONUS
COMMS LCY
DK-5K
E3898
ER3898
EP3898
E3931
EP3898
ER3898
J11C.R TIPS
BONUS
COMMS LCY
DK-25K
E3899
ER3899
EP3899
E3932
EP3899
ER3899
J11D.R TIPS
BONUS
COMMS LCY
DK-50K
E3900
ER3900
EP3900
E3933
EP3900
ER3900
J11E.R TIPS
BONUS
COMMS LCY
DK-2.5K
E3901
ER3901
EP3901
E3934
EP3901
ER3901
2ND JOB: NOTE -The unfolding bracket questions differ for R and Sp.
See Notes on unfolding bracket questions for other earned income
J12.R 2ND JOB
E3902
ER3902
EP3902
E3935
EP3902
ER3902
J12A.HOW
MUCH OTHER
INCOME LCY
E3903
ER3903
EP3903
E3936
EP3903
ER3903
J12B-E.AMT
OTHER
INCOME LCYBKT
E3904B
ER3904BA EP3904BA
E3937B
EP3904BB ER3904BB
J12B.$ OTHER
INCOME LCY
DK-5K/20K (A/
B)
E3904
ER3904_A EP3904_A
E3937
EP3904_B ER3904_B
J12C.$ OTHER
INCOME LCY
DK-25K/50K (A/
B)
E3905
ER3905_A EP3905_A
E3938
EP3905_B ER3905_B
J12D.$ OTHER
INCOME LCY
DK-50K/100K
(A/B)
E3906
ER3906_A EP3906_A
E3939
EP3906_B ER3906_B
J12E.$ OTHER
INCOME LCY
DK-2.5K/5K (A/
B)
E3907
ER3907_A EP3907_A
E3940
EP3907_B ER3907_B
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Financial Variables Added
RECEIVED UNEMPLOYMENT COMPENSATION
RECEIVED
INCOME
FROM ... IN
LAST CAL
YEAR
E3942
E3943
ER3943
(same as
E3943)
ER3943
(recoded
as
described
above)
J23.AMT
UNEMPL
COMP LCY
E3944
ER3944
EP3944
E3952
EP3944
ER3944
Unemp comp R
all year
E3945
ER3945
EP3945
E3953
EP3945
ER3945
J24.MONTH
UNEMPL
COMP - JAN
E3945M1
ER39451
EP39451
E3953M1
EP39451
ER39451
J24.MONTH
UNEMPL
COMP - FEB
E3945M2
ER39452
EP39452
E3953M2
EP39452
ER39452
J24.MONTH
UNEMPL
COMP - MAR
E3945M3
ER39453
EP39453
E3953M3
EP39453
ER39453
J24.MONTH
UNEMPL
COMP - APR
E3945M4
ER39454
EP39454
E3953M4
EP39454
ER39454
J24.MONTH
UNEMPL
COMP - MAY
E3945M5
ER39455
EP39455
E3953M5
EP39455
ER39455
J24.MONTH
UNEMPL
COMP - JUN
E3945M6
ER39456
EP39456
E3953M6
EP39456
ER39456
J24.MONTH
UNEMPL
COMP - JUL
E3945M7
ER39457
EP39457
E3953M7
EP39457
ER39457
J24.MONTH
UNEMPL
COMP - AUG
E3945M8
ER39458
EP39458
E3953M8
EP39458
ER39458
J22.WHO RECD
UNEMPL
COMP
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Financial Variables Added
J24.MONTH
UNEMPL
COMP - SEP
E3945M9
ER39459
J24.MONTH
UNEMPL
COMP - OCT
E3945M10
ER394510 EP394510
E3953M10 EP394510 ER394510
J24.MONTH
UNEMPL
COMP - NOV
E3945M11
ER394511 EP394511
E3953M11 EP394511 ER394511
J24.MONTH
UNEMPL
COMP - DEC
E3945M12
ER394512 EP394512
E3953M12 EP394512 ER394512
J25.MONTH
START
UNEMPL
COMP
E3946
ER3946
EP3946
E3954
EP3946
ER3946
J11A2.YEAR
START
UNEMPL
COMP
E3947
ER3947
EP3947
E3955
EP3947
ER3947
ER3962
(recoded
as
described
above)
EP39459
E3953M9
EP39459
ER39459
WORKER'S COMPENSATION
RECEIVED
INCOME
FROM ... IN
LAST CAL
YEAR
E3961
J34.WHO RECD
WORKERS
COMP
E3962
ER3962
(same as
E3962)
J35.AMT
WORKERS
COMP LCY
E3963
ER3963
EP3963
E3974
EP3963
ER3963
Workers comp R
all year
E3964
ER3964
EP3964
E3975
EP3964
ER3964
E3964M1
ER39641
EP39641
E3975M1
EP39641
ER39641
J36.MONTH
WORKERS
COMP - JAN
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Financial Variables Added
J36.MONTH
WORKERS
COMP - FEB
E3964M2
ER39642
EP39642
E3975M2
EP39642
ER39642
J36.MONTH
WORKERS
COMP - MAR
E3964M3
ER39643
EP39643
E3975M3
EP39643
ER39643
J36.MONTH
WORKERS
COMP - APR
E3964M4
ER39644
EP39644
E3975M4
EP39644
ER39644
J36.MONTH
WORKERS
COMP - MAY
E3964M5
ER39645
EP39645
E3975M5
EP39645
ER39645
J36.MONTH
WORKERS
COMP - JUN
E3964M6
ER39646
EP39646
E3975M6
EP39646
ER39646
J36.MONTH
WORKERS
COMP - JUL
E3964M7
ER39647
EP39647
E3975M7
EP39647
ER39647
J36.MONTH
WORKERS
COMP - AUG
E3964M8
ER39648
EP39648
E3975M8
EP39648
ER39648
J36.MONTH
WORKERS
COMP - SEP
E3964M9
ER39649
EP39649
E3975M9
EP39649
ER39649
J36.MONTH
WORKERS
COMP - OCT
E3964M10
ER396410 EP396410
E3975M10 EP396410 ER396410
J36.MONTH
WORKERS
COMP - NOV
E3964M11
ER396411 EP396411
E3975M11 EP396411 ER396411
J36.MONTH
WORKERS
COMP - DEC
E3964M12
ER396412 EP396412
E3975M12 EP396412 ER396412
J37.MONTH
START
WORKERS
COMP
E3965
ER3965
EP3965
E3976
EP3965
ER3965
J37A.YEAR
START
WORKERS
COMP
E3966
ER3966
EP3966
E3977
EP3966
ER3966
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Financial Variables Added
SOCIAL SECURITY (SS)
RECEIVED
INCOME
FROM IN LAST
CAL YEAR
E3983
E3984
ER3984
(same as
E3984)
ER3984
(recoded
as
described
above)
E3985
ER3985
EP3985
E3996
EP3985
ER3985
J47A-D.R AMT
RECVD SS
LAST MO-BKT
E3986B
ER3986B
EP3986B
E3997B
EP3986B
ER3986B
J47A.R $
RECVD SS
LAST MO DK1K
E3986
ER3986
EP3986
E3997
EP3986
ER3986
J47B.R $
RECVD SS
LAST MO DK1.5K
E3987
ER3987
EP3987
E3998
EP3987
ER3987
J47D.R $
RECVD SS
LAST MO DK500
E3989
ER3989
EP3989
E4000
EP3989
ER3989
J48.R RECV SS
BENEFITS
START YEAR
E3990
ER3990
EP3990
E4001
EP3990
ER3990
J49.SS
BENEFITS
START
MONTH
E3991
ER3991
EP3991
E4002
EP3991
ER3991
J51.R SOC SEC
FUTURE
E4008
ER4008
EP4008
E4014
EP4008
ER4008
J52.R AGE SOC
SEC
E4009
ER4009
EP4009
E4015
EP4009
ER4009
J46.WHO
RECEIVE SOC
SEC INCOME
J47.R AMT
RECVD SS
LAST MO
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Financial Variables Added
J53. R SOC SEC
EXPECTED
AMOUNT
E4010
ER4010
EP4010
E4016
EP4010
ER4010
J53P.R
EXPECTED
AMOUNT - PER
E4011
ER4011
EP4011
E4017
EP4011
ER4011
SUPPLEMENTAL SECURITY INCOME (SSI)
RECEIVED
INCOME
FROM ... IN
LAST CAL
YEAR
E4021
J60.WHO
RECEIVED SSI
J61.AMOUNT R/
SPOUSE SSI
LAST CAL
YEAR
E4022
ER4022
(same as
E4022)
ER4022
(recoded
as
described
above)
ER4037
(same as
E4037)
ER4037
(recoded
as
described
above)
E4023
J61A-C.R/S SSI
$-BKT
E4024B
J62.SSI START
YEAR
E4027
J62B.SSI
START
MONTH
E4028
WELFARE
RECEIVED
INCOME
FROM ... IN
LAST CAL
YEAR
J65.WHO RECD
WELFARE
E4036
E4037
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Financial Variables Added
J66.AMOUNT
WELFARE
LAST CAL
YEAR
E4038
VETERAN BENFITS OR MILITARY PENSION
RECEIVING
VETERAN
BENFITS OR
MILITARY
PENSION
E4041
E4042
ER4042
(same as
E4042)
ER4042
(recoded
as
described
above)
J69.R VET
BENEFIT LAST
MONTH
E4043
ER4043
EP4043
E4056
EP4043
ER4043
J69A-C.R VET
BENEFIT LAST
MONTH-BKT
E4046B
ER4046B
EP4046B
E4059B
EP4046B
ER4046B
J69A.R VET
BENEFIT LAST
MONTH DK-1K
E4046
ER4046
EP4046
E4059
EP4046
ER4046
J69B.R VET
BENEFIT LAST
MONTH DK1500
E4047
ER4047
EP4047
E4060
EP4047
ER4047
J69C.R VET
BENEFIT LAST
MONTH DK-500
E4048
ER4048
EP4048
E4061
EP4048
ER4048
J70.R VET
BENEFIT
START YEAR
E4051
ER4051
EP4051
E4064
EP4051
ER4051
J70A.R VET
BENEFIT
START
MONTH
E4052
ER4052
EP4052
E4065
EP4052
ER4052
J68.VET WHO
REC
INCOME FROM IRA
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Financial Variables Added
RECEIVE
INCOME
FROM IRA
E4124
HOW MANY
E4125
J92.WHO IRA
ACCOUNT
E4126
J99.WHO IRA
ACCOUNT-2
E4148
J111.IRA WHO
RECD
E4186
ER4126
(same as
E4126)
ER4126
(recoded
as
described
above)
ER4148
(same as
E4148)
ER4148
(recoded
as
described
above)
ER4186
(same as
E4186)
ER4186
(recoded
as
described
above)
ER4210
(recoded
as
described
above)
OTHER RETIREMENT INCOME
RECEIVING
OTHER
RETIREMENT
INCOME
E4209
J128.WHO
RECD
PENSION
E4210
ER4210
(same as
E4210)
J129.>1
PENSION
E4211
ER4211
EP4211
E4234
EP4211
ER4211
J130.
#PENSIONS
E4212
ER4212
EP4212
E4235
EP4212
ER4212
J131.R
PENSION
LOOP
E4213_1
ER4213_1 EP4213_1
E4236_1
EP4213_1 ER4213_1
J131.(J30S)R
PENSION
LOOP
E4213_2
ER4213_2 EP4213_2
E4236_2
EP4213_2 ER4213_2
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Financial Variables Added
J132.AMT
PENSION LAST
MONTH
E4214_1
ER4214_1 EP4214_1
E4237_1
EP4214_1 ER4214_1
J132.(J30D)AMT
PENSION LAST
MONTH
E4214_2
ER4214_2 EP4214_2
E4237_2
EP4214_2 ER4214_2
J132A-D.AMT
PENSION LAST
MONTH-BKT
E4215B1
ER4215B1 EP4215B1
E4238B1
EP4215B1 ER4215B1
J132A.$
PENSION LAST
MONTH DK-1K
E4215_1
ER4215_1 EP4215_1
E4238_1
EP4215_1 ER4215_1
J132B.$
PENSION LAST
MONTH DK-2K
E4216_1
ER4216_1 EP4216_1
E4239_1
EP4216_1 ER4216_1
J143C.$
PENSION LAST
MONTH DK-4K
E4217_1
ER4217_1 EP4217_1
E4240_1
EP4217_1 ER4217_1
J143D.$
PENSION LAST
MONTH DK-500
E4218_1
ER4218_1 EP4218_1
E4241_1
EP4218_1 ER4218_1
J132A-D.AMT
PENSION LAST
MONTH-BKT
E4215B2
ER4215B2 EP4215B2
E4238B2
EP4215B2 ER4215B2
J132A.$
PENSION LAST
MONTH DK-1K
E4215_2
ER4215_2 EP4215_2
E4238_2
EP4215_2 ER4215_2
J132B.$
PENSION LAST
MONTH DK-2K
E4216_2
ER4216_2 EP4216_2
E4239_2
EP4216_2 ER4216_2
J143C.$
PENSION LAST
MONTH DK-4K
E4217_2
ER4217_2 EP4217_2
E4240_2
EP4217_2 ER4217_2
J143D.$
PENSION LAST
MONTH DK-500
E4218_2
ER4218_2 EP4218_2
E4241_2
EP4218_2 ER4218_2
J133.TAXES
WITHHELD
E4219_1
ER4219_1 EP4219_1
E4242_1
EP4219_1 ER4219_1
J133.(J30E)
TAXES
WITHHELD
E4219_2
ER4219_2 EP4219_2
E4242_2
EP4219_2 ER4219_2
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Financial Variables Added
J134.RECEIVE
DIFFERENT
AMOUNT
E4220_1
ER4220_1 EP4220_1
E4243_1
EP4220_1 ER4220_1
J134.(J30F)
RECEIVE
DIFFERENT
AMOUNT
E4220_2
ER4220_2 EP4220_2
E4243_2
EP4220_2 ER4220_2
J135.
WITHDRAW
MONEY THIS
MONTH?
E4221_1
ER4221_1 EP4221_1
E4244_1
EP4221_1 ER4221_1
J135.(J30G)
WITHDRAW
MONEY THIS
MONTH?
E4221_2
ER4221_2 EP4221_2
E4244_2
EP4221_2 ER4221_2
J136.AMT IN
PENSION
E4222_1
ER4222_1 EP4222_1
E4245_1
EP4222_1 ER4222_1
J136.(J30H)
AMT IN
PENSION
E4222_2
ER4222_2 EP4222_2
E4245_2
EP4222_2 ER4222_2
J137.PENSION
START YEAR
E4223_1
ER4223_1 EP4223_1
E4246_1
EP4223_1 ER4223_1
J137.PENSION
START YEAR
E4223_2
ER4223_2 EP4223_2
E4246_2
EP4223_2 ER4223_2
J138.PENSION
START
MONTH
E4224_1
ER4224_1 EP4224_1
E4247_1
EP4224_1 ER4224_1
J138.PENSION
START
MONTH
E4224_2
ER4224_2 EP4224_2
E4247_2
EP4224_2 ER4224_2
J139.PENSION
COLA
E4226_1
ER4226_1 EP4226_1
E4251_1
EP4226_1 ER4226_1
J139.(J30K)
PENSION
COLA
E4226_2
ER4226_2 EP4226_2
E4251_2
EP4226_2 ER4226_2
J140.PMT
CONTINUE
E4227_1
ER4227_1 EP4227_1
E4252_1
EP4227_1 ER4227_1
J140.(J30M)
PMT
CONTINUE
E4227_2
ER4227_2 EP4227_2
E4252_2
EP4227_2 ER4227_2
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Financial Variables Added
J141.HOW
LONG
PENSION
E4228_1
ER4228_1 EP4228_1
E4253_1
EP4228_1 ER4228_1
J141.(J30N)
HOW LONG
PENSION
E4228_2
ER4228_2 EP4228_2
E4253_2
EP4228_2 ER4228_2
J142.PENSION
STOP WITH
DEATH
E4229_1
ER4229_1 EP4229_1
E4254_1
EP4229_1 ER4229_1
J142.(J30P)
PENSION STOP
WITH DEATH
E4229_2
ER4229_2 EP4229_2
E4254_2
EP4229_2 ER4229_2
J143.OTHER
PENSIONS
E4232
ER4232
EP4232
E4258
EP4232
ER4232
J144.TAXES
WITHHELD
OTH
PENSIONS
E4233
ER4233
EP4233
E4259
EP4233
ER4233
ER4264
(recoded
as
described
above)
INCOME FROM ANNUITIES
RECEIVING
INCOME
FROM
ANNUITIES
E4263
J164.WHO
RECD
ANNUITY
E4264
ER4264
(same as
E4264)
J165.>1
ANNUITY INC
E4265
ER4265
EP4265
E4295
EP4265
ER4265
J166.#
ANNUITIES
INC
E4266
ER4266
EP4266
E4296
EP4266
ER4266
J167.R
ANNUITY
LOOP
E4267_1
ER4267_1 EP4267_1
E4297_1
EP4267_1 ER4267_1
J167.(J33S)R
ANNUITY
LOOP
E4267_2
ER4267_2 EP4267_2
E4297_2
EP4267_2 ER4267_2
J168.AMT
ANNUITY INC
E4269_1
ER4269_1 EP4269_1
E4298_1
EP4269_1 ER4269_1
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Financial Variables Added
J168.(J33D)AMT
ANNUITY INC
E4269_2
ER4269_2 EP4269_2
E4298_2
EP4269_2 ER4269_2
J168A-D.AMT
ANNUITY INCBKT
E4270B1
ER4270B1 EP4270B1
E4299B1
EP4270B1 ER4270B1
J168A.$
ANNUITY INC
DK-1K
E4270_1
ER4270_1 EP4270_1
E4299_1
EP4270_1 ER4270_1
J168B.$
ANNUITY INC
DK-2K
E4271_1
ER4271_1 EP4271_1
E4300_1
EP4271_1 ER4271_1
J168C.$
ANNUITY INC
DK-4K
E4272_1
ER4272_1 EP4272_1
E4301_1
EP4272_1 ER4272_1
J168D.$
ANNUITY INC
DK-500
E4273_1
ER4273_1 EP4273_1
E4302_1
EP4273_1 ER4273_1
J168A-D.AMT
ANNUITY INCBKT
E4270B2
ER4270B2 EP4270B2
E4299B2
EP4270B2 ER4270B2
J168A.$
ANNUITY INC
DK-1K
E4270_2
ER4270_2 EP4270_2
E4299_2
EP4270_2 ER4270_2
J168B.$
ANNUITY INC
DK-2K
E4271_2
ER4271_2 EP4271_2
E4300_2
EP4271_2 ER4271_2
J168C.$
ANNUITY INC
DK-4K
E4272_2
ER4272_2 EP4272_2
E4301_2
EP4272_2 ER4272_2
J168D.$
ANNUITY INC
DK-500
E4273_2
ER4273_2 EP4273_2
E4302_2
EP4273_2 ER4273_2
J169.TAXES
WITHHELD
ANNUITY INC
E4274_1
ER4274_1 EP4274_1
E4303_1
EP4274_1 ER4274_1
J169.(J33E)
TAXES
WITHHELD
ANNUITY INC
E4274_2
ER4274_2 EP4274_2
E4303_2
EP4274_2 ER4274_2
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Financial Variables Added
J170.ANNUITY
INC START
YEAR
E4275_1
ER4275_1 EP4275_1
E4304_1
EP4275_1 ER4275_1
J170.ANNUITY
INC START
YEAR
E4275_2
ER4275_2 EP4275_2
E4304_2
EP4275_2 ER4275_2
J171.ANNUITY
INC START
MONTH
E4276_1
ER4276_1 EP4276_1
E4305_1
EP4276_1 ER4276_1
J171.ANNUITY
INC START
MONTH
E4276_2
ER4276_2 EP4276_2
E4305_2
EP4276_2 ER4276_2
J172.COLA
ANNUITY INC
E4278_1
ER4278_1 EP4278_1
E4307_1
EP4278_1 ER4278_1
J172.(J33H)
COLA
ANNUITY INC
E4278_2
ER4278_2 EP4278_2
E4307_2
EP4278_2 ER4278_2
J173.ANNUITY
INC CONTINUE
E4279_1
ER4279_1 EP4279_1
E4308_1
EP4279_1 ER4279_1
J173.(J33J)
ANNUITY INC
CONTINUE
E4279_2
ER4279_2 EP4279_2
E4308_2
EP4279_2 ER4279_2
J174.HOW
LONG
ANNUITY INC
E4280_1
ER4280_1 EP4280_1
E4309_1
EP4280_1 ER4280_1
J174.(J33K)
HOW LONG
ANNUITY INC
E4280_2
ER4280_2 EP4280_2
E4309_2
EP4280_2 ER4280_2
J175.STOP
WITH DEATH
ANNUITY INC1
E4281_1
ER4281_1 EP4281_1
E4310_1
EP4281_1 ER4281_1
J175.(J33M)
STOP WITH
DEATH
ANNUITY INC1
E4281_2
ER4281_2 EP4281_2
E4310_2
EP4281_2 ER4281_2
J176.OTHER
ANNUITIES
E4291
ER4291
EP4291
E4320
EP4291
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ER4291
Financial Variables Added
J177.TAXES
WITHHELD
OTHER
ANNUITIE
E4294
ER4294
EP4294
E4321
EP4294
ASSETS IN TRUST FUND
PUT ASSETS IN
TRUST
E4709
J296.WHO
RECEIVES
BENEFITS
FROM TRUSTRELATION
J296.(J80A)
WHO RECVS
BENEFTS FR
TRUSTRELATION
J296.(J80A)
WHO RECVS
BENEFTS FR
TRUSTRELATION
J296.(J80A)
WHO RECVS
BENEFTS FR
TRUSTRELATION
E4710M1
ER4710M1
ER4710M1 (recoded
as
(same as
E4710M1) described
above)
E4710M2
ER4710M2
ER4710M2 (recoded
as
(same as
E4710M2) described
above)
E4710M3
ER4710M3
ER4710M3 (recoded
as
(same as
E4710M3) described
above)
E4710M4
ER4710M4
ER4710M4 (recoded
as
(same as
E4710M4) described
above)
LUMP SUM PAYMENT, INHERITANCE
J305.
RECEIVED
LUMP SUM
PAYMENT,
INHERITANCE
E4748
J306.TYPE
LUMP SUM
E4749
J310.WHO
FROM
E4754
ER4754
(same as
E4754)
ER4754
(recoded
as
described
above)
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ER4294
Financial Variables Added
J311.RECEIVE
SECOND LUMP
SUM
PAYMENT
E4755
J312.TYPE
LUMP SUM-2
E4756
J316.WHO
FROM
E4761
J317.RECEIVE
THIRD LUMP
SUM
PAYMENT
E4762
J318.TYPE
LUMP SUM-3
E4763
J322.WHO
FROM
E4768
ER4761
(same as
E4761)
ER4761
(recoded
as
described
above)
ER4768
(same as
E4768)
ER4768
(recoded
as
described
above)
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Family Variables Assigned to Self/Spouse-Partner Variables
HRS 1996 Family Variables Added
Assignment of Variables to Self/Spouse-Partner Variables (ER/EP)
In a couple household, only the Family Respondent (FamR) provides information about parents,
children, and siblings for both household members. The FamR provides information about both his/her
own family and that of his/her spouse or partner. In this file, most family data are merged to the
respondent level and are assigned to new variables to clarify to whom the data apply. Notably, family
data provided by ISR as "other person" observations, such as child characteristics and transfers to and
from children are NOT included in the HRS W3 Flat File at this time. Only the family data from module
H96D_H are included.
In HRS W3, there are parallel series of variables for the FamR's own family and for FamR's spouse's
family. Family variables ending in "_1" frequently apply FamR's family, while those ending in "_2"
frequently apply to FamR's in-laws. In some series of variables, those ending in "_1" and "_2" apply to
FamR's family and those ending in "_6" and "_7" apply to FamR's in-laws.
For example, E1558_1 is FamR's mother's age and E1558_2 is FamR's mother-in-law's age. For the
FamR, E1558_1 is assigned to ER1558_1 and E1558_2 is assigned to ER1558_2. For FamR's spouse,
the assignment is swapped, i.e., E1558_1 is assigned to ER1558_2 and E1558_2 is assigned to
ER1558_1.
The following table summarizes how these assignments are done. In the table "nnnn_o" represents the
numeric portion of a raw variable that provides information about one's own family, while "nnnn_i"
represents the numeric portion of a raw variable that provides information about one's in-laws, or
spouse's family.
Variable Name assignments in HRS Wave 3
Original Variable
FamR own
family
FamR's
Spouse's family
Ennnn_o
Ennnn_i
Reassigned Variable
For FamR
For non-FamR
Own
family
Spouse's
family
Own
family
Spouse's
family
ERnnnn_o
ERnnnn_i
ERnnnn_i
ERnnnn_o
There are some exceptions to these general naming conventions and further adjustments to and notes on
variables:
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Family Variables Assigned to Self/Spouse-Partner Variables
●
●
●
●
●
●
extra variables to accomodate corrections and flags on whether in-laws are living
how much help R and Spouse gave to own parents and in-laws
multiple occurences for "which sibling"
shortened names for variables already 8-characters, to accomodate "ER" prefix
relationship codes adjusted for non-FamR
opinions solicted from FamR
Other added family variable assignments are summarized in the Family Variable Assignments table
below.
Extra variables to accomodate corrections and flags on whether in-laws are
living
There are four variables in the original file that are corrections and flags on whether parent-in-law living.
They are named with suffixes of "_2A" and "_2F". There are no corresponding "_1A" and "_1F"
variables in the original ISR data.
When we assign these to ERnnnn variables for the non-FamR, we had to create _1A/_1F versions which
apply to the non-FamR's own parents in addition to the _2A/_2F versions found in the raw data.
For the FamR, the _1A/_1F variables are all set to .S, which indicates that there was no analogous
variable in the original ISR data. For the non-FamR, the _2A/_2F variables are likewise set to .S.
Variable assignments for corrections and flags on whether in-laws are living
Original Variable
Added "self" variable assignments
For FamR
Description
Name
Own
family set to .S
For non-FamR
Spouse's
Own
family family assigned to assigned to
original
original
variable
variable
Spouse's
family set to .S
D90.MOTHER-INLAW LIVINGCORRECTED
E1557_2A ER1557_1A ER1557_2A ER1557_1A ER1557_2A
D90.MOTHER-INLAW LIVINGFLAG
E1557_2F ER1557_1F ER1557_2F ER1557_1F ER1557_2F
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Family Variables Assigned to Self/Spouse-Partner Variables
D145.CKPT
PARENTS-INLAW ALIVECORRECTED
E1666_2A ER1666_1A ER1666_2A ER1666_1A ER1666_2A
D145.CKPT
PARENTS-INLAW ALIVEFLAG
E1666_2F ER1666_1F ER1666_2F ER1666_1F ER1666_2F
How much help R and Spouse gave to own parents and in-laws
There are two sequences of variables that are particularly confusing. They are for questions about how
much help the FamR or FamR's spouse gave to FamR's own parents and to FamR's in-laws. To help sort
out these variables we assign those that describe how much help the respondent gives to ER variables
and those that describe how much help the spouse/partner gives to EP variables.
In the source variables, the variable names ending in _1 and _2 refer to help given FamR's parents, while
those ending in _6 and _7 refer to help given to FamR's in-laws. If R is not the FamR then references in
the source variables to FamR's parents become R's in-laws and references to FamR's in-laws become
R'sown parents.
In the ER/EP variables which refer to time the respondent/spouse spent, the endings _1 and _2 refer to
the respondent's own parents while _6 and _7 refer to the respondent's in-laws, whether the respondent is
the FamR or not.
The table below summarizes these variable assignents.
Variable assignments for how much help R and Spouse gave to own parents and
in-laws
Added ER/EP variable assignments
Original
Variable
For FamR
Meaning
For non-FamR
Name
Meaning
Name
Which of R's in-laws
was helped
ER1685_6
Which Parent was Helped with Basic Personal Activities
E1685_1
Which of R's parents
was helped
ER1685_1
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Family Variables Assigned to Self/Spouse-Partner Variables
E1685_2
Which of R's parents
was helped
ER1685_2
Which of R's in-laws
was helped
ER1685_7
E1685_6
Which of R's in-laws
was helped
ER1685_6
Which of R's parents
was helped
ER1685_1
E1685_7
Which of R's in-laws
was helped
ER1685_7
Which of R's parents
was helped
ER1685_2
Time FamR Spent Helping Parent with Basic Personal Activities
E1686_1
# hrs R spent helping
R's parent
ER1686_1
# hrs Sp spent helping
R's in-law
EP1686_6
E1686_2
# hrs R spent helping
R's parent
ER1686_2
# hrs Sp spent helping
R's in-law
EP1686_7
E1686_6
# hrs R spent helping
R's in-law
ER1686_6
# hrs Sp spent helping
R's parent
EP1686_1
E1686_7
# hrs R spent helping
R's in-law
ER1686_7
# hrs Sp spent helping
R's parent
EP1686_2
E1687B1
# hrs (Bkt) R spent on
R's parent
ER1687B1
# hrs (Bkt) Sp spent on
R's in-law
EP1687B6
E1687B2
# hrs (Bkt) R spent on
R's parent
ER1687B2
# hrs (Bkt) Sp spent on
R's in-law
EP1687B7
E1687B6
# hrs (Bkt) R spent on
R's in-law
ER1687B6
# hrs (Bkt) Sp spent on
R's parent
EP1687B1
E1687B7
# hrs (Bkt) R spent on
R's in-law
ER1687B7
# hrs (Bkt) Sp spent on
R's parent
EP1687B2
E1687_1
R spent >200 hrs on R's
parent
ER1687_1
Sp spent >200 hrs on
R's in-law
EP1687_6
E1687_2
R spent >200 hrs on R's
parent
ER1687_2
Sp spent >200 hrs on
R's in-law
EP1687_7
E1687_6
R spent >200 hrs on R's
in-law
ER1687_6
Sp spent >200 hrs on
R's parent
EP1687_1
E1687_7
R spent >200 hrs on R's
in-law
ER1687_7
Sp spent >200 hrs on
R's parent
EP1687_2
E1688_1
R spent >500 hrs on R's
parent
ER1688_1
Sp spent >500 hrs on
R's in-law
EP1688_6
E1688_2
R spent >500 hrs on R's
parent
ER1688_2
Sp spent >500 hrs on
R's in-law
EP1688_7
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Family Variables Assigned to Self/Spouse-Partner Variables
E1688_6
R spent >500 hrs on R's
in-law
ER1688_6
Sp spent >500 hrs on
R's parent
EP1688_1
E1688_7
R spent >500 hrs on R's
in-law
ER1688_7
Sp spent >500 hrs on
R's parent
EP1688_2
Time FamR's Spouse (non-FamR) Spent Helping Parent with Basic Personal Activities
E1690_1
# hrs Sp spent helping
R's parent
EP1686_1
# hrs R spent helping
R's in-law
ER1686_6
E1690_2
# hrs Sp spent helping
R's parent
EP1686_2
# hrs R spent helping
R's in-law
ER1686_7
E1690_6
# hrs Sp spent helping
R's in-law
EP1686_6
# hrs R spent helping
R's parent
ER1686_1
E1690_7
# hrs Sp spent helping
R's in-law
EP1686_7
# hrs R spent helping
R's parent
ER1686_2
E1691B1
# hrs (Bkt) Sp spent on
R's parent
EP1687B1
# hrs (Bkt) R spent on
R's in-law
ER1687B6
E1691B2
# hrs (Bkt) Sp spent on
R's parent
EP1687B2
# hrs (Bkt) R spent on
R's in-law
ER1687B7
E1691B6
# hrs (Bkt) Sp spent on
R's in-law
EP1687B6
# hrs (Bkt) R spent on
R's parent
ER1687B1
E1691B7
# hrs (Bkt) Sp spent on
R's in-law
EP1687B7
# hrs (Bkt) R spent on
R's parent
ER1687B2
E1691_1
Sp spent >200 hrs on
R's parent
EP1687_1
R spent >200 hrs on R's
in-law
ER1687_6
E1691_2
Sp spent >200 hrs on
R's parent
EP1687_2
R spent >200 hrs on R's
in-law
ER1687_7
E1691_6
Sp spent >200 hrs on
R's in-law
EP1687_6
R spent >200 hrs on R's
parent
ER1687_1
E1691_7
Sp spent >200 hrs on
R's in-law
EP1687_7
R spent >200 hrs on R's
parent
ER1687_2
E1692_1
Sp spent >500 hrs on
R's parent
EP1688_1
R spent >500 hrs on R's
in-law
ER1688_6
E1692_2
Sp spent >500 hrs on
R's parent
EP1688_2
R spent >500 hrs on R's
in-law
ER1688_7
E1692_6
Sp spent >500 hrs on
R's in-law
EP1688_6
R spent >500 hrs on R's
parent
ER1688_1
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Family Variables Assigned to Self/Spouse-Partner Variables
E1692_7
Sp spent >500 hrs on
R's in-law
EP1688_7
R spent >500 hrs on R's
parent
ER1688_2
Which Parent was Helped with Chores, Errands, Transportation
E1705_1
Which of R's parents
was helped
ER1705_1
Which of R's in-laws
was helped
ER1705_6
E1705_2
Which of R's parents
was helped
ER1705_2
Which of R's in-laws
was helped
ER1705_7
E1705_6
Which of R's in-laws
was helped
ER1705_6
Which of R's parents
was helped
ER1705_1
E1705_7
Which of R's in-laws
was helped
ER1705_7
Which of R's parents
was helped
ER1705_2
Time FamR Spent Helping Parent with Chores, Errands, Transportation
E1706_1
# hrs R spent helping
R's parent
ER1706_1
# hrs Sp spent helping
R's in-law
EP1706_6
E1706_2
# hrs R spent helping
R's parent
ER1706_2
# hrs Sp spent helping
R's in-law
EP1706_7
E1706_6
# hrs R spent helping
R's in-law
ER1706_6
# hrs Sp spent helping
R's parent
EP1706_1
E1706_7
# hrs R spent helping
R's in-law
ER1706_7
# hrs Sp spent helping
R's parent
EP1706_2
E1707B1
# hrs (Bkt) R spent on
R's parent
ER1707B1
# hrs (Bkt) Sp spent on
R's in-law
EP1707B6
E1707B2
# hrs (Bkt) R spent on
R's parent
ER1707B2
# hrs (Bkt) Sp spent on
R's in-law
EP1707B7
E1707B6
# hrs (Bkt) R spent on
R's in-law
ER1707B6
# hrs (Bkt) Sp spent on
R's parent
EP1707B1
E1707B7
# hrs (Bkt) R spent on
R's in-law
ER1707B7
# hrs (Bkt) Sp spent on
R's parent
EP1707B2
E1707_1
R spent >200 hrs on R's
parent
ER1707_1
Sp spent >200 hrs on
R's in-law
EP1707_6
E1707_2
R spent >200 hrs on R's
parent
ER1707_2
Sp spent >200 hrs on
R's in-law
EP1707_7
E1707_6
R spent >200 hrs on R's
in-law
ER1707_6
Sp spent >200 hrs on
R's parent
EP1707_1
E1707_7
R spent >200 hrs on R's
in-law
ER1707_7
Sp spent >200 hrs on
R's parent
EP1707_2
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Family Variables Assigned to Self/Spouse-Partner Variables
E1708_1
R spent >500 hrs on R's
parent
ER1708_1
Sp spent >500 hrs on
R's in-law
EP1708_6
E1708_2
R spent >500 hrs on R's
parent
ER1708_2
Sp spent >500 hrs on
R's in-law
EP1708_7
E1708_6
R spent >500 hrs on R's
in-law
ER1708_6
Sp spent >500 hrs on
R's parent
EP1708_1
E1708_7
R spent >500 hrs on R's
in-law
ER1708_7
Sp spent >500 hrs on
R's parent
EP1708_2
Time FamR's Spouse (non-FamR) Spent Helping Parent with Chores, Errands,
Transportation
E1710_1
# hrs Sp spent helping
R's parent
EP1706_1
# hrs R spent helping
R's in-law
ER1706_6
E1710_2
# hrs Sp spent helping
R's parent
EP1706_2
# hrs R spent helping
R's in-law
ER1706_7
E1710_6
# hrs Sp spent helping
R's in-law
EP1706_6
# hrs R spent helping
R's parent
ER1706_1
E1710_7
# hrs Sp spent helping
R's in-law
EP1706_7
# hrs R spent helping
R's parent
ER1706_2
E1711B1
# hrs (Bkt) Sp spent on
R's parent
EP1707B1
# hrs (Bkt) R spent on
R's in-law
ER1707B6
E1711B2
# hrs (Bkt) Sp spent on
R's parent
EP1707B2
# hrs (Bkt) R spent on
R's in-law
ER1707B7
E1711B6
# hrs (Bkt) Sp spent on
R's in-law
EP1707B6
# hrs (Bkt) R spent on
R's parent
ER1707B1
E1711B7
# hrs (Bkt) Sp spent on
R's in-law
EP1707B7
# hrs (Bkt) R spent on
R's parent
ER1707B2
E1711_1
Sp spent >200 hrs on
R's parent
EP1707_1
R spent >200 hrs on R's
in-law
ER1707_6
E1711_2
Sp spent >200 hrs on
R's parent
EP1707_2
R spent >200 hrs on R's
in-law
ER1707_7
E1711_6
Sp spent >200 hrs on
R's in-law
EP1707_6
R spent >200 hrs on R's
parent
ER1707_1
E1711_7
Sp spent >200 hrs on
R's in-law
EP1707_7
R spent >200 hrs on R's
parent
ER1707_2
E1712_1
Sp spent >500 hrs on
R's parent
EP1708_1
R spent >500 hrs on R's
in-law
ER1708_6
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Family Variables Assigned to Self/Spouse-Partner Variables
E1712_2
Sp spent >500 hrs on
R's parent
EP1708_2
R spent >500 hrs on R's
in-law
ER1708_7
E1712_6
Sp spent >500 hrs on
R's in-law
EP1708_6
R spent >500 hrs on R's
parent
ER1708_1
E1712_7
Sp spent >500 hrs on
R's in-law
EP1708_7
R spent >500 hrs on R's
parent
ER1708_2
Multiple occurences for "which sibling"
For a few variables that have Ennnn_1 and Ennnn_2 names, the data are not organized as expected, i.e.,
we'd expect that Ennnn_1 is for the FamR's family and Ennnn_2 for the FamR's in-laws. Instead, they
represent two occurrences, and the FamR family and in-laws have different "nnnn"s. Note, however, the
actual data seem to be reported mostly in the _1 variables for FamR's family and the _2 variables in the
in-law variables.
To alleviate the confusion, we've renamed the "self" (ER) variables from the _1 and _2 suffixes to A and
B.
Variable assignments for multiply occurring "which sibling" variables
Added ER/EP variable assignments
Original
Variable
For FamR
For non-FamR
Meaning
Name
Meaning
Name
E1583_1
D101A.WHICH
SIBLING
ER1583A
D101A.WHICH
SIBLING-IN-LAW
ER1584A
E1583_2
(all
missing)
D101A.WHICH
SIBLING
ER1583B
D101A.WHICH
SIBLING-IN-LAW
ER1584B
E1584_1
(all
missing)
D101A.WHICH
SIBLING-IN-LAW
ER1584A
D101A.WHICH
SIBLING
ER1583A
E1584_2
D101A.WHICH
SIBLING-IN-LAW
ER1584B
D101A.WHICH
SIBLING
ER1583B
E1597_1
D110A.WHICH
SIBLING
ER1597A
D102A.WHICH
SIBLING-IN-LAW
ER1598A
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Family Variables Assigned to Self/Spouse-Partner Variables
E1597_2
(all
missing)
D110A.WHICH
SIBLING
ER1597B
D102A.WHICH
SIBLING-IN-LAW
ER1598B
E1598_1
(11
DK=998)
D102A.WHICH
SIBLING-IN-LAW
ER1598A
D110A.WHICH
SIBLING
ER1597A
E1598_2
D102A.WHICH
SIBLING-IN-LAW
ER1598B
D110A.WHICH
SIBLING
ER1597B
E1612_1
D120A.WHICH
SIBLING
ER1612A
D120A.WHICH
SIBLING-IN-LAW
ER1613A
E1612_2
(all
missing)
D120A.WHICH
SIBLING
ER1612B
D120A.WHICH
SIBLING-IN-LAW
ER1613B
E1613_1
(all
missing)
D120A.WHICH
SIBLING-IN-LAW
ER1613A
D120A.WHICH
SIBLING
ER1612A
E1613_2
D120A.WHICH
SIBLING-IN-LAW
ER1613B
D120A.WHICH
SIBLING
ER1612B
Shortened names for variables already 8-characters, to accomodate "ER"
prefix
In the original data from ISR, series of variables list siblings or sibling-in-laws have names like
E1555001-E1555016. These variable names are 8 characters long. When we assign these to ER
variables, we drop one of the zeros to keep the variable names 8 characters, e.g., ER155501-ER155516.
In these lists, lower sequences of numeric suffixes refer to the FamR's siblings, while higher sequences
refer to the FamR's siblings-in-law. These are assigned to ER variables appropriately depending on
whether the respondent is the FamR or not.
Other variable names have suffixes added in the original data which makes them 8 characters long as
well. To make the ER version of these variables have 8-char names, we name them slightly differently.
Please see the table summarizing ER variable assignments for details on how these variables were
assigned.
Shortened names for ER versions of variables with names 8-characters long in the
original ISR data
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Family Variables Assigned to Self/Spouse-Partner Variables
Original Variable Name
Shortened ER Variable
Name
D89.SIBLINGS LIST-R's
siblings
E1555001 thru E1555016
ER155501 thru ER155516
D89.SIBLINGS LIST-R's
sibs-in-law
E1555021 thru E1555036
ER155521 thru ER155536
D146B.WHICH SIB
HELPED
E1677001 thru E1677020
ER167701 thru ER167720
D146B.WHICH SIB-INLAW HELPED
E1678051 thru E1678070
ER167851 thru ER167870
D148B.WHICH SIB
HELPED
E1697001 thru E1697020
ER169701 thru ER169720
D148B.WHICH SIB-INLAW HELPED
E1698051 thru E1698070
ER169851 thru ER169870
D106.STATE THEY LIVE REGION
E1590_1M
ER1590M
D106.IN-LAWS STATE
THEY LIVE - REGION
E1590_2M
ER1590M2
D115.STATE MOTHER
LIVE - REGION
E1604_1M
ER1604M1
D115.STATE MOTHER-INLAW LIVE - REGION
E1604_2M
ER1604M2
D125.STATE FATHER
LIVE - REGION
E1620_1M
ER1620M1
D125.STATE FATHER-INLAW LIVE - REGION
E1620_2M
ER1620M2
Description
Relationship codes adjusted for non-FamR
For some variables the codes indicate Respondent or Spouse. Since the FamR is the respondent, we
swap these codes for the non-FamR. For instance, in E1701_1, 021 indicates the FamR helped the most,
while 022 indicates that FamR's spouse helped most. When assigning E1701_1 to ER1701_1 for the nonFamR, we change 021 codes to 022 and 022 to 021. For the FamR, ER1701_1 is set to E1701_1, exactly
as is.
The table below lists the variables for which this was done and summarizes how these variables were
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Family Variables Assigned to Self/Spouse-Partner Variables
assigned.
Variable assignments and coding changes for variables with relationship codes
Added "self"
variable assignments
Original Variable
Description
Codes
D89S.COUNTER SIBS LOOP 1=Parent and
Sib
2=P-in-law and
D89S.COUNTER SIBS-INS-in-law
LAW LOOP
D148C.WHICH HELPED-1
(FamR's parents)
D148C.WHICH HELPED-1
(FamR's parents)
D148C.WHICH HELPED-2
(FamR's in-laws)
E1554_1
ER1554_1
ER1554_2
1 <=> 2
E1554_2
ER1554_2
ER1554_1
1 <=> 2
E1701_1
ER1702_6
ER1701_1 021 <=>
022
E1701_2
ER1702_7
ER1701_2 021 <=>
022
E1702_6
ER1701_1
ER1702_6 021 <=>
022
E1702_7
ER1701_2
ER1702_7 021 <=>
022
021=Respondent
022=R's spouse
D148C.WHICH HELPED-2
(FamR's in-laws)
D157.FAM DECISION
Name
1=Respondent
3=Spouse/
Partner
For nonFamR,
For FamR
codes
changed
E1743
ER1743
ER1743
1 <=> 3
Opinions solicted from FamR
There are several variables that solicit an opinion from the FamR on how family decisions are made,
how enjoyable is the time spent together with a spouse, and whether a couple likes to do things together
in their free time. These variables are noted here because they represent only the FamR's point of view.
If the spouse were asked he/she might paint a different picture.
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Family Variables Assigned to Self/Spouse-Partner Variables
Variables that represent the opinion of the Family Respondent
Original Variable
Name
Added ER/EP variable assignments
For FamR
For non-FamR
ER1743
ER1743
(with 1 <-> 3
swapped)
D157A.MORE SAY
ER1744
(R HAS MORE
SAY)
EP1744
(SP HAS MORE
SAY)
E1745
D157B.MORE SAY
EP1744
(SP HAS MORE
SAY)
ER1744
(R HAS MORE
SAY)
E1746
D158.TIME TOGETHER
Inap.
Inap.
E1747
D159.FREE TIME
Inap.
Inap.
E1743
E1744
Description
D157.FAM DECISION
Family Variable Assignments
The following table summarizes the variables added to h96f3a to clarify which family variables apply to
whose family.
Family Variable Assignments
Added ER/EP variable assignments
Original
Variable
For FamR
Meaning
For non-FamR
Name
Meaning
Name
E1546
D77A.R CARE HRS
ER1546
D77D.SPOUSE HRS
ER1550
E1547B
D77A.R CARE HRS/
Bkt
ER1547B
D77D.SPOUSE HRS/
ER1551B
Bkt
E1547
D77B.R CARE HRS
DK-200
ER1547
D77E.SP CARE HRS
ER1551
DK-200
E1548
D77C.R CARE HRS
DK-500
ER1548
D77F.SP CARE HRS
DK-500
ER1552
E1550
D77D.SPOUSE HRS
ER1550
D77A.R CARE HRS
ER1546
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Family Variables Assigned to Self/Spouse-Partner Variables
E1551B
D77D.SPOUSE HRS/
ER1551B
Bkt
D77A.R CARE HRS/
Bkt
ER1547B
E1551
D77E.SP CARE HRS
ER1551
DK-200
D77B.R CARE HRS
DK-200
ER1547
E1552
D77F.SP CARE HRS
DK-500
ER1552
D77C.R CARE HRS
DK-500
ER1548
E1554_1
D89S.COUNTER
SIBS LOOP
ER1554_1
D89S.COUNTER
ER1554_2
SIBS-IN-LAW LOOP
E1554_2
D89S.COUNTER
ER1554_2
SIBS-IN-LAW LOOP
D89S.COUNTER
SIBS LOOP
ER1554_1
E1555001
to
E1555016
ER155501
D89.SIBLINGS LIST to
ER155516
D89.SIB-IN-LAW
LIST
ER155521
to
ER155536
E1555021
to
E1555036
D89.SIB-IN-LAW
LIST
ER155521
to
ER155536
ER155501
D89.SIBLINGS LIST to
ER155516
E1556_1
D89.INTRO
PARENTS
ER1556_1
D89.INTRO
ER1556_2
PARENTS-IN-LAWS
E1556_2
D89.INTRO
ER1556_2
PARENTS-IN-LAWS
D89.INTRO
PARENTS
ER1556_1
E1557_1
D90.MOTHER
LIVING
D90.MOTHER-INLAW LIVING
ER1557_2
D90.MOTHER-INER15571A LAW LIVINGCORRECTED
ER15572A
D90.MOTHER
E1557_1A LIVINGCORRECTED
ER1557_1
E1557_1F
D90.MOTHER
LIVING-FLAG
ER15571F
D90.MOTHER-INER15572F
LAW LIVING-FLAG
E1557_2
D90.MOTHER-INLAW LIVING
ER1557_2
D90.MOTHER
LIVING
ER1557_1
D90.MOTHER
ER15572A LIVINGCORRECTED
ER15571A
D90.MOTHER-INE1557_2A LAW LIVINGCORRECTED
E1557_2F
D90.MOTHER-INER15572F
LAW LIVING-FLAG
D90.MOTHER
LIVING-FLAG
ER15571F
E1558_1
D91A.MOTHER
AGE
D91A.MOTHER-INLAW AGE
ER1558_2
ER1558_1
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Family Variables Assigned to Self/Spouse-Partner Variables
E1558_2
D91A.MOTHER-INLAW AGE
ER1558_2
D91A.MOTHER
AGE
E1559_1
D91B. MOTHER
NEEDS
ER1559_1
D91B. MOTHER-INER1559_2
LAW NEEDS
E1559_2
D91B. MOTHER-INER1559_2
LAW NEEDS
D91B. MOTHER
NEEDS
E1560_1
D91C. MOTHER
ALONE HOUR
D91C. MOTHER-INER1560_2
LAW ALONE HOUR
E1560_2
D91C. MOTHER-INER1560_2
LAW ALONE HOUR
D91C. MOTHER
ALONE HOUR
ER1560_1
E1561_1
D92A. AGE
MOTHER DIED
ER1561_1
D92A. AGE
MOTHER-IN-LAW
DIED
ER1561_2
E1561_2
D92A. AGE
MOTHER-IN-LAW
DIED
ER1561_2
D92A. AGE
MOTHER DIED
ER1561_1
E1562_1
D92B.MOTHER
MONTH DIE
ER1562_1
D92B.MOTHER-INLAW MONTH DIE
ER1562_2
E1562_2
D92B.MOTHER-INLAW MONTH DIE
ER1562_2
D92B.MOTHER
MONTH DIE
ER1562_1
E1563_1
D92BA.MOTHER
YEAR DIE
ER1563_1
D92BA.MOTHER-INER1563_2
LAW YEAR DIE
E1563_2
D92BA.MOTHER-INER1563_2
LAW YEAR DIE
D92BA.MOTHER
YEAR DIE
ER1563_1
E1564_1
D92C.MOTHER
ILLNESS
ER1564_1
D92C.MOTHER-INLAW ILLNESS
ER1564_2
E1564_2
D92C.MOTHER-INLAW ILLNESS
ER1564_2
D92C.MOTHER
ILLNESS
ER1564_1
E1565_1
D92D.MOTHER
NURSING HOME
ER1565_1
D92D.MOTHER-INLAW NURSING
HOME
ER1565_2
E1565_2
D92D.MOTHER-INLAW NURSING
HOME
ER1565_2
D92D.MOTHER
NURSING HOME
ER1565_1
E1566_1
D93.FATHER
LIVING
ER1566_1
D93.FATHER-INLAW LIVING
ER1566_2
ER1560_1
ER1558_1
ER1559_1
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Family Variables Assigned to Self/Spouse-Partner Variables
D93.FATHER
LIVING
ER1566_1
D94A.FATHER AGE ER1567_1
D94A.FATHER-INLAW AGE
ER1567_2
E1567_2
D94A.FATHER-INLAW AGE
ER1567_2
D94A.FATHER AGE ER1567_1
E1568_1
D94B.FATHER
NEEDS
ER1568_1
D94B.FATHER-INLAW NEEDS
ER1568_2
E1568_2
D94B.FATHER-INLAW NEEDS
ER1568_2
D94B.FATHER
NEEDS
ER1568_1
E1569_1
D94C.FATHER
ALONE HOUR
ER1569_1
D94C.FATHER-INER1569_2
LAW ALONE HOUR
E1569_2
D94C.FATHER-INER1569_2
LAW ALONE HOUR
D94C.FATHER
ALONE HOUR
ER1569_1
E1570_1
D95A.FATHER AGE
ER1570_1
DIED
D95A.FATHER-INLAW AGE DIED
ER1570_2
E1570_2
D95A.FATHER-INLAW AGE DIED
ER1570_2
D95A.FATHER AGE
ER1570_1
DIED
E1571_1
D95B.FATHER
MONTH DIE
ER1571_1
D95B.FATHER-INLAW MONTH DIE
ER1571_2
E1571_2
D95B.FATHER-INLAW MONTH DIE
ER1571_2
D95B.FATHER
MONTH DIE
ER1571_1
E1572_1
D95BA.FATHER
YEAR DIE
ER1572_1
D95BA.FATHER-INER1572_2
LAW YEAR DIE
E1572_2
D95BA.FATHER-INER1572_2
LAW YEAR DIE
D95BA.FATHER
YEAR DIE
ER1572_1
E1573_1
D95C.FATHER
ILLNESS
ER1573_1
D95C.FATHER-INLAW ILLNESS
ER1573_2
E1573_2
D95C.FATHER-INLAW ILLNESS
ER1573_2
D95C.FATHER
ILLNESS
ER1573_1
E1574_1
D95D.FATHER
NURSING HOME
ER1574_1
D95D.FATHER-INLAW NURSING
HOME
ER1574_2
E1574_2
D95D.FATHER-INLAW NURSING
HOME
ER1574_2
D95D.FATHER
NURSING HOME
ER1574_1
E1566_2
D93.FATHER-INLAW LIVING
E1567_1
ER1566_2
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Family Variables Assigned to Self/Spouse-Partner Variables
E1576_1
D96.STILL
MARRIED
ER1576_1
D96.IN-LAWS
STILL MARRIED
ER1576_2
E1576_2
D96.IN-LAWS
STILL MARRIED
ER1576_2
D96.STILL
MARRIED
ER1576_1
E1577_1
D97A.MOTHER
CURRENTLY
MARRIED
ER1577_1
D97A.MOTHER-INLAW CURRENTLY
MARRIED
ER1577_2
E1577_2
D97A.MOTHER-INLAW CURRENTLY
MARRIED
ER1577_2
D97A.MOTHER
CURRENTLY
MARRIED
ER1577_1
E1578_1
D97B.FATHER
CURRENTLY
MARRIED
ER1578_1
D97B.FATHER-INLAW CURRENTLY
MARRIED
ER1578_2
E1578_2
D97B.FATHER-INLAW CURRENTLY
MARRIED
ER1578_2
D97B.FATHER
CURRENTLY
MARRIED
ER1578_1
E1579_1
D98.THEY OWN
HOME
ER1579_1
D98.IN-LAWS
THEY OWN HOME
ER1579_2
E1579_2
D98.IN-LAWS
THEY OWN HOME
ER1579_2
D98.THEY OWN
HOME
ER1579_1
E1580_1
D99.BETTER FIN
SITU
ER1580_1
D99.IN-LAWS
BETTER FIN SITU
ER1580_2
E1580_2
D99.IN-LAWS
BETTER FIN SITU
ER1580_2
D99.BETTER FIN
SITU
ER1580_1
E1581_1
D100.THEY LIVE
TOGETHER
ER1581_1
D100.IN-LAWS
THEY LIVE
TOGETHER
ER1581_2
E1581_2
D100.IN-LAWS
THEY LIVE
TOGETHER
ER1581_2
D100.THEY LIVE
TOGETHER
ER1581_1
E1582_1
D101.LIVE WITH
WHOM
ER1582_1
D101.IN-LAWS
LIVE WITH WHOM
ER1582_2
E1582_2
D101.IN-LAWS
LIVE WITH WHOM
ER1582_2
D101.LIVE WITH
WHOM
ER1582_1
E1583_1
D101A.WHICH
SIBLING
ER1583A
D101A.WHICH
SIBLING-IN-LAW
ER1584A
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Family Variables Assigned to Self/Spouse-Partner Variables
E1583_2
D101A.WHICH
SIBLING
ER1583B
D101A.WHICH
SIBLING-IN-LAW
ER1584B
E1584_1
D101A.WHICH
SIBLING-IN-LAW
ER1584A
D101A.WHICH
SIBLING
ER1583A
E1584_2
D101A.WHICH
SIBLING-IN-LAW
ER1584B
D101A.WHICH
SIBLING
ER1583B
E1589_1
D105.THEY LIVE 10
ER1589_1
MILES
D105.IN-LAWS
THEY LIVE 10
MILES
ER1589_2
E1589_2
D105.IN-LAWS
THEY LIVE 10
MILES
D105.THEY LIVE 10
ER1589_1
MILES
ER1589_2
D106.STATE THEY
E1590_1M
LIVE - REGION
D106.IN-LAWS
ER1590M1 STATE THEY LIVE
- REGION
ER1590M2
D106.IN-LAWS
E1590_2M STATE THEY LIVE
- REGION
ER1590M2
D106.STATE THEY
LIVE - REGION
ER1590M1
ER1591_1
D107.HAD
CONTACT
PARENTS-IN-LAW
ER1591_2
ER1591_2
D107.HAD
CONTACT
PARENTS
ER1591_1
ER1592_1
D107A.IN-LAWS
FREQ OF CONTACT ER1592_2
PER
E1591_1
D107.HAD
CONTACT
PARENTS
E1591_2
D107.HAD
CONTACT
PARENTS-IN-LAW
E1592_1
D107A.FREQ OF
CONTACT PER
E1592_2
D107A.IN-LAWS
FREQ OF CONTACT ER1592_2
PER
D107A.FREQ OF
CONTACT PER
ER1592_1
E1594_1
D108.FILL1 OWN
HOME
ER1594_1
D108.IN-LAWS
FILL1 OWN HOME
ER1594_2
E1594_2
D108.IN-LAWS
FILL1 OWN HOME
ER1594_2
D108.FILL1 OWN
HOME
ER1594_1
E1595_1
D109.FILL2 FINAN
SITU
ER1595_1
D109.IN-LAWS
FILL2 FINAN SITU
ER1595_2
E1595_2
D109.IN-LAWS
FILL2 FINAN SITU
ER1595_2
D109.FILL2 FINAN
SITU
ER1595_1
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Family Variables Assigned to Self/Spouse-Partner Variables
ER1596_1
D110.WHOM
MOTHER-IN-LAW
LIVE
ER1596_2
E1596_2
D110.WHOM
MOTHER-IN-LAW
LIVE
ER1596_2
D110.WHOM
MOTHER LIVE
ER1596_1
E1597_1
D110A.WHICH
SIBLING
ER1597A
D102A.WHICH
SIBLING-IN-LAW
ER1598A
E1597_2
D110A.WHICH
SIBLING
ER1597B
D102A.WHICH
SIBLING-IN-LAW
ER1598B
E1598_1
D102A.WHICH
SIBLING-IN-LAW
ER1598A
D110A.WHICH
SIBLING
ER1597A
E1598_2
D102A.WHICH
SIBLING-IN-LAW
ER1598B
D110A.WHICH
SIBLING
ER1597B
E1603_1
D113.MOTHER
LIVE 10 MILES
ER1603_1
D113.MOTHER-INLAW LIVE 10
MILES
ER1603_2
E1603_2
D113.MOTHER-INLAW LIVE 10
MILES
ER1603_2
D113.MOTHER
LIVE 10 MILES
ER1603_1
E1596_1
D110.WHOM
MOTHER LIVE
D115.STATE
E1604_1M MOTHER LIVE REGION
D115.STATE
ER1604M1 MOTHER-IN-LAW
LIVE - REGION
ER1604M2
D115.STATE
E1604_2M MOTHER-IN-LAW
LIVE - REGION
D115.STATE
ER1604M2 MOTHER LIVE REGION
ER1604M1
E1605_1
D116.HAD
CONTACT
ER1605_1
D116.IN-LAWS
HAD CONTACT
ER1605_2
E1605_2
D116.IN-LAWS
HAD CONTACT
ER1605_2
D116.HAD
CONTACT
ER1605_1
E1606_1
D116A.FREQ OF
CONTACT PER
ER1606_1
D116A.IN-LAWS
FREQ OF CONTACT ER1606_2
PER
E1606_2
D116A.IN-LAWS
FREQ OF CONTACT ER1606_2
PER
D116A.FREQ OF
CONTACT PER
E1609_1
D118.FILL11 OWN
HOME
D118.IN-LAWS
ER1609_2
FILL11 OWN HOME
ER1609_1
ER1606_1
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Family Variables Assigned to Self/Spouse-Partner Variables
E1609_2
D118.IN-LAWS
ER1609_2
FILL11 OWN HOME
D118.FILL11 OWN
HOME
E1610_1
D119.FILL12 FINAN
ER1610_1
SITU
D119.IN-LAWS
ER1610_2
FILL12 FINAN SITU
E1610_2
D119.IN-LAWS
ER1610_2
FILL12 FINAN SITU
D119.FILL12 FINAN
ER1610_1
SITU
E1611_1
D120.WHOM
FATHER LIVE
ER1611_1
D120.WHOM
FATHER-IN-LAW
LIVE
ER1611_2
E1611_2
D120.WHOM
FATHER-IN-LAW
LIVE
ER1611_2
D120.WHOM
FATHER LIVE
ER1611_1
E1612_1
D120A.WHICH
SIBLING
ER1612A
D120A.WHICH
SIBLING-IN-LAW
ER1613A
E1612_2
D120A.WHICH
SIBLING
ER1612B
D120A.WHICH
SIBLING-IN-LAW
ER1613B
E1613_1
D120A.WHICH
SIBLING-IN-LAW
ER1613A
D120A.WHICH
SIBLING
ER1612A
E1613_2
D120A.WHICH
SIBLING-IN-LAW
ER1613B
D120A.WHICH
SIBLING
ER1612B
E1619_1
D124.FATHER
LIVES 10 MILES
ER1619_1
D124.FATHER-INLAW LIVES 10
MILES
ER1619_2
E1619_2
D124.FATHER-INLAW LIVES 10
MILES
ER1619_2
D124.FATHER
LIVES 10 MILES
ER1619_1
ER1609_1
D125.STATE
E1620_1M FATHER LIVE REGION
D125.STATE
ER1620M1 FATHER-IN-LAW
LIVE - REGION
ER1620M2
D125.STATE
E1620_2M FATHER-IN-LAW
LIVE - REGION
D125.STATE
ER1620M2 FATHER LIVE REGION
ER1620M1
E1621_1
D126.HAD
CONTACT FILL14
ER1621_1
D126.IN-LAWS
HAD CONTACT
FILL14
ER1621_2
E1621_2
D126.IN-LAWS
HAD CONTACT
FILL14
ER1621_2
D126.HAD
CONTACT FILL14
ER1621_1
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Family Variables Assigned to Self/Spouse-Partner Variables
D126A.IN-LAWS
FREQ OF CONTACT ER1622_2
PER
E1622_1
D126A.FREQ OF
CONTACT PER
E1622_2
D126A.IN-LAWS
FREQ OF CONTACT ER1622_2
PER
D126A.FREQ OF
CONTACT PER
ER1622_1
E1625_1
D130.INTRO
BROTHERS/
SISTERS
ER1625_1
D130.INTRO
BROTHERS/
SISTERS-IN-LAW
ER1625_2
E1625_2
D130.INTRO
BROTHERS/
SISTERS-IN-LAW
ER1625_2
D130.INTRO
BROTHERS/
SISTERS
ER1625_1
E1627_1
D81.# SISTERS
ER1627_1
D81.# SISTERS-INLAW
ER1627_2
E1627_2
D81.# SISTERS-INLAW
ER1627_2
D81.# SISTERS
ER1627_1
E1628_1
D81A.1 SIS
MARRIED
ER1628_1
D81A.1 SIS-IN-LAW
ER1628_2
MARRIED
E1628_2
D81A.1 SIS-IN-LAW
ER1628_2
MARRIED
D81A.1 SIS
MARRIED
E1629_1
D81B.# SIS
MARRIED
D81B.# SIS-IN-LAW
ER1629_2
MARRIED
E1629_2
D81B.# SIS-IN-LAW
ER1629_2
MARRIED
D81B.# SIS
MARRIED
ER1629_1
E1631_1
D82.# BROTHERS
ER1631_1
D82.# BROTHERSIN-LAW
ER1631_2
E1631_2
D82.# BROTHERSIN-LAW
ER1631_2
D82.# BROTHERS
ER1631_1
E1632_1
D82A.1 BRO
MARRIED
ER1632_1
D82A.1 BRO-INLAW MARRIED
ER1632_2
E1632_2
D82A.1 BRO-INLAW MARRIED
ER1632_2
D82A.1 BRO
MARRIED
ER1632_1
E1633_1
D82B.BROTHERS
MARRIED
ER1633_1
D82B.BROTHERSIN-LAW MARRIED
ER1633_2
E1633_2
D82B.BROTHERSIN-LAW MARRIED
ER1633_2
D82B.BROTHERS
MARRIED
ER1633_1
ER1622_1
ER1629_1
ER1628_1
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Family Variables Assigned to Self/Spouse-Partner Variables
D131.CHECKPOINT
ER1638_2
IN-LAWS
E1638_1
D131_.
CHECKPOINT
E1638_2
D131.CHECKPOINT
ER1638_2
IN-LAWS
D131_.
CHECKPOINT
ER1638_1
E1640_1
D131.SIBLING
ROSTER
ER1640_1
D131.SIBLING-INLAW ROSTER
ER1640_2
E1640_2
D131.SIBLING-INLAW ROSTER
ER1640_2
D131.SIBLING
ROSTER
ER1640_1
E1642_1
D132.COUNT
SIBLINGS
ER1642_1
D132.COUNT
SIBLINGS-IN-LAW
ER1642_2
E1642_2
D132.COUNT
SIBLINGS-IN-LAW
ER1642_2
D132.COUNT
SIBLINGS
ER1642_1
E1666_1
D145_.CKPT
PARENTS ALIVE
ER1666_1
D145.CKPT
PARENTS-IN-LAW
ALIVE
ER1666_2
D145.CKPT
E1666_1A PARENTS ALIVECORRECTED
D145.CKPT
PARENTS-IN-LAW
ER16661A
ALIVECORRECTED
ER16662A
E1666_1F
D145.CKPT
PARENTS ALIVEFLAG
ER16661F
D145.CKPT
PARENTS-IN-LAW
ALIVE-FLAG
ER16662F
E1666_2
D145.CKPT
PARENTS-IN-LAW
ALIVE
ER1666_2
D145_.CKPT
PARENTS ALIVE
ER1666_1
ER1638_1
D145.CKPT
PARENTS-IN-LAW
E1666_2A
ALIVECORRECTED
D145.CKPT
ER16662A PARENTS ALIVECORRECTED
ER16661A
E1666_2F
D145.CKPT
PARENTS-IN-LAW
ALIVE-FLAG
ER16662F
D145.CKPT
PARENTS ALIVEFLAG
ER16661F
E1668_1
D145.R GIVE
ASSISTANCE
ER1668_1
D145.R GIVE
ASSISTANCE TO IN- ER1668_2
LAWS
E1668_2
D145.R GIVE
ASSISTANCE TO IN- ER1668_2
LAWS
D145.R GIVE
ASSISTANCE
ER1668_1
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Family Variables Assigned to Self/Spouse-Partner Variables
E1669001
D145A.WHO R
ASSISTED
ER166901
D145A.IN-LAWS
WHO R ASSISTED
ER166908
E1669008
D145A.IN-LAWS
WHO R ASSISTED
ER166908
D145A.WHO R
ASSISTED
ER166901
E1670_1
D145BS.INDEX
D145A LOOP
ER1670_1
D145BS.IN-LAW
INDEX D145A
LOOP
ER1670_6
E1670_6
D145BS.IN-LAW
INDEX D145A
LOOP
ER1670_6
D145BS.INDEX
D145A LOOP
ER1670_1
E1671_1
D145B.MONEY REL
ER1671_1
GAVE
D145B.IN-LAWS
ER1671_6
MONEY REL GAVE
E1671_6
D145B.IN-LAWS
ER1671_6
MONEY REL GAVE
D145B.MONEY REL
ER1671_1
GAVE
E1672B1
D145B.MONEY REL
ER1672B1
GAVE/Bkt
D145B.IN-LAWS
MONEY REL GAVE/ ER1672B6
Bkt
E1672B6
D145B.IN-LAWS
MONEY REL GAVE/ ER1672B6
Bkt
D145B.MONEY REL
ER1672B1
GAVE/Bkt
E1672_1
D145C.FIN HLP
PARENTS $>1000
ER1672_1
D145C.FIN HLP
PAR-IN-LAW
$>1000
ER1672_6
E1672_6
D145C.FIN HLP
PAR-IN-LAW
$>1000
ER1672_6
D145C.FIN HLP
PARENTS $>1000
ER1672_1
E1673_1
D145D.FIN HLP
PARENTS $>5000
ER1673_1
D145D.FIN HLP
PAR-IN-LAW
$>5000
ER1673_6
E1673_6
D145D.FIN HLP
PAR-IN-LAW
$>5000
ER1673_6
D145D.FIN HLP
PARENTS $>5000
ER1673_1
E1674_1
D146.SIB GIVE
HELP
ER1674_1
D146.SIB-IN-LAW
GIVE HELP
ER1674_2
E1674_2
D146.SIB-IN-LAW
GIVE HELP
ER1674_2
D146.SIB GIVE
HELP
ER1674_1
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Family Variables Assigned to Self/Spouse-Partner Variables
ER167501
D146A.WHO R`S
SIBS-IN-LAW
ASSISTED
ER167508
ER167509
E1675001
D146A.WHO R`S
SIBS ASSISTED
E1675002
D146A.WHO R`S
SIBS ASSISTED
ER167502
D146A.WHO R`S
SIBS-IN-LAW
ASSISTED
E1675008
D146A.WHO R`S
SIBS-IN-LAW
ASSISTED
ER167508
D146A.WHO R`S
SIBS ASSISTED
ER167501
E1675009
D146A.WHO R`S
SIBS-IN-LAW
ASSISTED
ER167509
D146A.WHO R`S
SIBS ASSISTED
ER167502
E1676_1
D146.INDEX D146A
ER1676_1
LOOP
D146.IN-LAW
INDEX D146A
LOOP
ER1676_6
E1676_2
D146.INDEX D146A
ER1676_2
LOOP
D146.IN-LAW
INDEX D146A
LOOP
ER1676_7
E1676_6
D146.IN-LAW
INDEX D146A
LOOP
ER1676_6
D146.INDEX D146A
ER1676_1
LOOP
E1676_7
D146.IN-LAW
INDEX D146A
LOOP
ER1676_7
D146.INDEX D146A
ER1676_2
LOOP
E1677001
to
E1677020
D146B.WHICH SIB
HELPED
ER167701to D146B.WHICH SIBER167720 IN-LAW HELPED
ER167851to
ER167870
E1678051
to
E1678070
D146B.WHICH SIBIN-LAW HELPED
ER167851
to
ER167870
D146B.WHICH SIB
HELPED
ER167701
to
ER167720
E1681_1
D146C.WHICH
HELPED
ER1681_1
D146C.WHICH
HELPED-IN-LAW
ER1682_6
E1681_2
D146C.WHICH
HELPED
ER1681_2
D146C.WHICH
HELPED-IN-LAW
ER1682_7
E1682_6
D146C.WHICH
HELPED-IN-LAW
ER1682_6
D146C.WHICH
HELPED
ER1681_1
E1682_7
D146C.WHICH
HELPED-IN-LAW
ER1682_7
D146C.WHICH
HELPED
ER1681_2
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Family Variables Assigned to Self/Spouse-Partner Variables
E1683_1
D147.HELP
PARENTS
ER1683_1
D147.HELP
PARENTS-IN-LAW
ER1683_2
E1683_2
D147.HELP
PARENTS-IN-LAW
ER1683_2
D147.HELP
PARENTS
ER1683_1
E1684001
D147A. WHO
HELPS
ER168401
D147A.IN-LAWS
WHO HELPS
ER168408
E1684002
D147A. WHO
HELPS
ER168402
D147A.IN-LAWS
WHO HELPS
ER168409
E1684008
D147A.IN-LAWS
WHO HELPS
ER168408
D147A. WHO
HELPS
ER168401
E1684009
D147A.IN-LAWS
WHO HELPS
ER168409
D147A. WHO
HELPS
ER168402
E1685_1
D147B.INDEX
D147A LOOP
ER1685_1
D147B.IN-LAW
INDEX D147A
LOOP
ER1685_6
E1685_2
D147B.INDEX
D147A LOOP
ER1685_2
D147B.IN-LAW
INDEX D147A
LOOP
ER1685_7
E1685_6
D147B.IN-LAW
INDEX D147A
LOOP
ER1685_6
D147B.INDEX
D147A LOOP
ER1685_1
E1685_7
D147B.IN-LAW
INDEX D147A
LOOP
ER1685_7
D147B.INDEX
D147A LOOP
ER1685_2
E1686_1
D147B.R-PARENT
CARE
ER1686_1
D147E.SP-PAR-INLAW CARE
EP1686_6
E1686_2
D147B.R-PARENT
CARE
ER1686_2
D147E.SP-PAR-INLAW CARE
EP1686_7
E1686_6
D147B.R-PAR-INLAW CARE
ER1686_6
D147E.SP-PARENT
CARE
EP1686_1
E1686_7
D147B.R-PAR-INLAW CARE
ER1686_7
D147E.SP-PARENT
CARE
EP1686_2
E1687B1
D147B.R-PARENT
CARE/Bkt
ER1687B1
D147E.SP-PAR-INLAW CARE/Bkt
EP1687B6
E1687B2
D147B.R-PARENT
CARE/Bkt
ER1687B2
D147E.SP-PAR-INLAW CARE/Bkt
EP1687B7
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Family Variables Assigned to Self/Spouse-Partner Variables
E1687B6
D147B.R-PAR-INLAW CARE/Bkt
ER1687B6
D147E.SP-PARENT
CARE/Bkt
EP1687B1
E1687B7
D147B.R-PAR-INLAW CARE/Bkt
ER1687B7
D147E.SP-PARENT
CARE/Bkt
EP1687B2
E1687_1
D147C.RPAR_CARE PSNLACT HRS DK-200
ER1687_1
D147F.SP-PINLAW_CARE
PSNL-ACT HR DK200
EP1687_6
E1687_2
D147C.RPAR_CARE PSNLACT HRS DK-200
ER1687_2
D147F.SP-PINLAW_CARE
PSNL-ACT HR DK200
EP1687_7
E1687_6
D147C.R-PINLAW_CARE
ER1687_6
PSNL-ACT HRS DK200
D147F.SPPAR_CARE PSNLACT HRS DK-200
EP1687_1
E1687_7
D147C.R-PINLAW_CARE
ER1687_7
PSNL-ACT HRS DK200
D147F.SPPAR_CARE PSNLACT HRS DK-200
EP1687_2
E1688_1
D147D.RPAR_CARE PSNLACT HRS DK-500
ER1688_1
D147G.SP-PINLAW_CARE
PSNL-ACT HR DK500
EP1688_6
E1688_2
D147D.RPAR_CARE PSNLACT HRS DK-500
ER1688_2
D147G.SP-PINLAW_CARE
PSNL-ACT HR DK500
EP1688_7
E1688_6
D147D.R-PINLAW_CARE
ER1688_6
PSNL-ACT HRS DK500
D147G.SPPAR_CARE PSNLACT HRS DK-500
EP1688_1
E1688_7
D147D.R-PINLAW_CARE
ER1688_7
PSNL-ACT HRS DK500
D147G.SPPAR_CARE PSNLACT HRS DK-500
EP1688_2
E1690_1
D147E.SP-PARENT
CARE
D147B.R-PAR-INLAW CARE
ER1686_6
EP1686_1
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Family Variables Assigned to Self/Spouse-Partner Variables
E1690_2
D147E.SP-PARENT
CARE
EP1686_2
D147B.R-PAR-INLAW CARE
ER1686_7
E1690_6
D147E.SP-PAR-INLAW CARE
EP1686_6
D147B.R-PARENT
CARE
ER1686_1
E1690_7
D147E.SP-PAR-INLAW CARE
EP1686_7
D147B.R-PARENT
CARE
ER1686_2
E1691B1
D147E.SP-PARENT
CARE/Bkt
EP1687B1
D147B.R-PAR-INLAW CARE/Bkt
ER1687B6
E1691B2
D147E.SP-PARENT
CARE/Bkt
EP1687B2
D147B.R-PAR-INLAW CARE/Bkt
ER1687B7
E1691B6
D147E.SP-PAR-INLAW CARE/Bkt
EP1687B6
D147B.R-PARENT
CARE/Bkt
ER1687B1
E1691B7
D147E.SP-PAR-INLAW CARE/Bkt
EP1687B7
D147B.R-PARENT
CARE/Bkt
ER1687B2
E1691_1
D147F.SPPAR_CARE PSNLACT HRS DK-200
EP1687_1
D147C.R-PINLAW_CARE
ER1687_6
PSNL-ACT HRS DK200
E1691_2
D147F.SPPAR_CARE PSNLACT HRS DK-200
EP1687_2
D147C.R-PINLAW_CARE
ER1687_7
PSNL-ACT HRS DK200
E1691_6
D147F.SP-PINLAW_CARE
PSNL-ACT HR DK200
EP1687_6
D147C.RPAR_CARE PSNLACT HRS DK-200
ER1687_1
E1691_7
D147F.SP-PINLAW_CARE
PSNL-ACT HR DK200
EP1687_7
D147C.RPAR_CARE PSNLACT HRS DK-200
ER1687_2
E1692_1
D147G.SPPAR_CARE PSNLACT HRS DK-500
EP1688_1
D147D.R-PINLAW_CARE
ER1688_6
PSNL-ACT HRS DK500
E1692_2
D147G.SPPAR_CARE PSNLACT HRS DK-500
EP1688_2
D147D.R-PINLAW_CARE
ER1688_7
PSNL-ACT HRS DK500
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Family Variables Assigned to Self/Spouse-Partner Variables
E1692_6
D147G.SP-PINLAW_CARE
PSNL-ACT HR DK500
E1692_7
D147G.SP-PINLAW_CARE
PSNL-ACT HR DK500
E1694_1
D148.SIBS HELP W
PERSONAL NEEDS
ER1694_1
D148.SIBS-IN-LAW
HELP W
PERSONAL NEEDS
E1694_2
D148.SIBS-IN-LAW
HELP W
PERSONAL NEEDS
ER1694_2
D148.SIBS HELP W
PERSONAL NEEDS
ER1694_1
E1695001
D148A.WHO R`S
SIBS ASSISTED
ER169501
D148A.WHO R`S
SIBS-IN-LAW
ASSISTED
ER169508
E1695002
D148A.WHO R`S
SIBS ASSISTED
ER169502
D148A.WHO R`S
SIBS-IN-LAW
ASSISTED
ER169509
E1695008
D148A.WHO R`S
SIBS-IN-LAW
ASSISTED
ER169508
D148A.WHO R`S
SIBS ASSISTED
ER169501
E1695009
D148A.WHO R`S
SIBS-IN-LAW
ASSISTED
ER169509
D148A.WHO R`S
SIBS ASSISTED
ER169502
E1696_1
D148B.INDEX
D148A LOOP
ER1696_1
D148B.IN-LAW
INDEX D148A
LOOP
ER1696_6
E1696_2
D148B.INDEX
D148A LOOP
ER1696_2
D148B.IN-LAW
INDEX D148A
LOOP
ER1696_7
E1696_6
D148B.IN-LAW
INDEX D148A
LOOP
ER1696_6
D148B.INDEX
D148A LOOP
ER1696_1
E1696_7
D148B.IN-LAW
INDEX D148A
LOOP
ER1696_7
D148B.INDEX
D148A LOOP
ER1696_2
EP1688_6
D147D.RPAR_CARE PSNLACT HRS DK-500
ER1688_1
EP1688_7
D147D.RPAR_CARE PSNLACT HRS DK-500
ER1688_2
ER1694_2
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Family Variables Assigned to Self/Spouse-Partner Variables
E1697001
to
E1697020
D148B.WHICH SIB
HELPED
ER169701
to
ER169720
D148B.WHICH SIBIN-LAW HELPED
ER169851
to
ER169870
E1698051
to
E1698070
D148B.WHICH SIBIN-LAW HELPED
ER169851
to
ER169870
D148B.WHICH SIB
HELPED
ER169701
to
ER169720
E1701_1
D148C.WHICH
HELPED-1
ER1701_1
D148C.WHICH
HELPED-2
ER1702_6
E1701_2
D148C.WHICH
HELPED-1
ER1701_2
D148C.WHICH
HELPED-2
ER1702_7
E1702_6
D148C.WHICH
HELPED-2
ER1702_6
D148C.WHICH
HELPED-1
ER1701_1
E1702_7
D148C.WHICH
HELPED-2
ER1702_7
D148C.WHICH
HELPED-1
ER1701_2
E1703_1
D149.HELP
PARENTS
ER1703_1
D149.HELP
PARENTS-IN-LAW
ER1703_2
E1703_2
D149.HELP
PARENTS-IN-LAW
ER1703_2
D149.HELP
PARENTS
ER1703_1
E1704001
D149A. WHO
HELPS
ER170401
D149A.IN-LAWS
WHO HELPS
ER170408
E1704002
D149A. WHO
HELPS
ER170402
D149A.IN-LAWS
WHO HELPS
ER170409
E1704008
D149A.IN-LAWS
WHO HELPS
ER170408
D149A. WHO
HELPS
ER170401
E1704009
D149A.IN-LAWS
WHO HELPS
ER170409
D149A. WHO
HELPS
ER170402
E1705_1
D149B.INDEX
D149A LOOP
ER1705_1
D149B.IN-LAW
INDEX D149A
LOOP
ER1705_6
E1705_2
D149B.INDEX
D149A LOOP
ER1705_2
D149B.IN-LAW
INDEX D149A
LOOP
ER1705_7
E1705_6
D149B.IN-LAW
INDEX D149A
LOOP
ER1705_6
D149B.INDEX
D149A LOOP
ER1705_1
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Family Variables Assigned to Self/Spouse-Partner Variables
E1705_7
D149B.IN-LAW
INDEX D149A
LOOP
ER1705_7
D149B.INDEX
D149A LOOP
ER1705_2
E1706_1
D149B.R-PARENT
CARE
ER1706_1
D149E.SP-PAR-INLAW CARE
EP1706_6
E1706_2
D149B.R-PARENT
CARE
ER1706_2
D149E.SP-PAR-INLAW CARE
EP1706_7
E1706_6
D149B.R-PAR-INLAW CARE
ER1706_6
D149E.SP-PARENT
CARE
EP1706_1
E1706_7
D149B.R-PAR-INLAW CARE
ER1706_7
D149E.SP-PARENT
CARE
EP1706_2
E1707B1
D149B.R-PARENT
CARE/Bkt
ER1707B1
D149E.SP-PARENT
CARE/Bkt
EP1707B1
E1707B1
D149B.R-PARENT
CARE/Bkt
ER1707B1
D149E.SP-PARENT
CARE/Bkt
EP1707B1
E1707B2
D149B.R-PARENT
CARE/Bkt
ER1707B2
D149E.SP-PARENT
CARE/Bkt
EP1707B2
E1707B2
D149B.R-PARENT
CARE/Bkt
ER1707B2
D149E.SP-PARENT
CARE/Bkt
EP1707B2
E1707_1
D149C.RPAR_CARE TRSP
HRS DK-200
ER1707_1
D149F.SP-PINLAW_CARE
TRSP HRS DK-200
EP1707_6
E1707_2
D149C.RPAR_CARE TRSP
HRS DK-200
ER1707_2
D149F.SP-PINLAW_CARE
TRSP HRS DK-200
EP1707_7
E1707_6
D149C.R-PINLAW_CARE
TRSP HRS DK-200
ER1707_6
D149F.SPPAR_CARE TRSP
HRS DK-200
EP1707_1
E1707_7
D149C.R-PINLAW_CARE
TRSP HRS DK-200
ER1707_7
D149F.SPPAR_CARE TRSP
HRS DK-200
EP1707_2
E1708_1
D149D.RPAR_CARE TRSP
HRS DK-500
ER1708_1
D149G.SP-PINLAW_CARE
TRSP HRS DK-500
EP1708_6
E1708_2
D149D.RPAR_CARE TRSP
HRS DK-500
ER1708_2
D149G.SP-PINLAW_CARE
TRSP HRS DK-500
EP1708_7
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Family Variables Assigned to Self/Spouse-Partner Variables
E1708_6
D149D.R-PINLAW_CARE
TRSP HRS DK-500
ER1708_6
D149G.SPPAR_CARE TRSP
HRS DK-500
EP1708_1
E1708_7
D149D.R-PINLAW_CARE
TRSP HRS DK-500
ER1708_7
D149G.SPPAR_CARE TRSP
HRS DK-500
EP1708_2
E1710_1
D149E.SP-PARENT
CARE
EP1706_1
D149B.R-PAR-INLAW CARE
ER1706_6
E1710_2
D149E.SP-PARENT
CARE
EP1706_2
D149B.R-PAR-INLAW CARE
ER1706_7
E1710_6
D149E.SP-PAR-INLAW CARE
EP1706_6
D149B.R-PARENT
CARE
ER1706_1
E1710_7
D149E.SP-PAR-INLAW CARE
EP1706_7
D149B.R-PARENT
CARE
ER1706_2
E1711B1
D149E.SP-PARENT
CARE/Bkt
EP1707B1
D149B.R-PARENT
CARE/Bkt
ER1707B1
E1711B1
D149E.SP-PARENT
CARE/Bkt
EP1707B1
D149B.R-PARENT
CARE/Bkt
ER1707B1
E1711B2
D149E.SP-PARENT
CARE/Bkt
EP1707B2
D149B.R-PARENT
CARE/Bkt
ER1707B2
E1711B2
D149E.SP-PARENT
CARE/Bkt
EP1707B2
D149B.R-PARENT
CARE/Bkt
ER1707B2
E1711_1
D149F.SPPAR_CARE TRSP
HRS DK-200
EP1707_1
D149C.R-PINLAW_CARE
TRSP HRS DK-200
ER1707_6
E1711_2
D149F.SPPAR_CARE TRSP
HRS DK-200
EP1707_2
D149C.R-PINLAW_CARE
TRSP HRS DK-200
ER1707_7
E1711_6
D149F.SP-PINLAW_CARE
TRSP HRS DK-200
EP1707_6
D149C.RPAR_CARE TRSP
HRS DK-200
ER1707_1
E1711_7
D149F.SP-PINLAW_CARE
TRSP HRS DK-200
EP1707_7
D149C.RPAR_CARE TRSP
HRS DK-200
ER1707_2
E1712_1
D149G.SPPAR_CARE TRSP
HRS DK-500
EP1708_1
D149D.R-PINLAW_CARE
TRSP HRS DK-500
ER1708_6
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Family Variables Assigned to Self/Spouse-Partner Variables
E1712_2
D149G.SPPAR_CARE TRSP
HRS DK-500
EP1708_2
D149D.R-PINLAW_CARE
TRSP HRS DK-500
ER1708_7
E1712_6
D149G.SP-PINLAW_CARE
TRSP HRS DK-500
EP1708_6
D149D.RPAR_CARE TRSP
HRS DK-500
ER1708_1
E1712_7
D149G.SP-PINLAW_CARE
TRSP HRS DK-500
EP1708_7
D149D.RPAR_CARE TRSP
HRS DK-500
ER1708_2
E1715_1
D150.RECEIVE 500
OR MORE
ER1715_1
D150.RECEIVE
FROM IN-LAWS 500 ER1715_2
OR MORE
E1715_2
D150.RECEIVE
FROM IN-LAWS 500 ER1715_2
OR MORE
D150.RECEIVE 500
OR MORE
ER1715_1
E1716001
D150A.WHO R
ASSISTED
ER171601
D150A.IN-LAWS
WHO R ASSISTED
ER171608
E1716008
D150A.IN-LAWS
WHO R ASSISTED
ER171608
D150A.WHO R
ASSISTED
ER171601
E1717_1
D150BS.INDEX
D150A LOOP
ER1717_1
D150BS.IN-LAW
INDEX D150A
LOOP
ER1717_6
E1717_6
D150BS.IN-LAW
INDEX D150A
LOOP
ER1717_6
D150BS.INDEX
D150A LOOP
ER1717_1
E1718_1
D150B.
ASSISTANCE
ER1718_1
D150B.IN-LAWS
ASSISTANCE
ER1718_6
E1718_6
D150B.IN-LAWS
ASSISTANCE
ER1718_6
D150B.
ASSISTANCE
ER1718_1
E1719B1
D150B.
ASSISTANCE/Bkt
ER1719B1
D150B.IN-LAWS
ASSISTANCE/Bkt
ER1719B6
E1719B6
D150B.IN-LAWS
ASSISTANCE/Bkt
ER1719B6
D150B.
ASSISTANCE/Bkt
ER1719B1
E1719_1
D150C.FIN HLP
FRM PRNT $>1000
DK-1
ER1719_1
D150C.FIN HLP
FRM PRNT-LAWS
$>1000 DK-1
ER1719_6
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Family Variables Assigned to Self/Spouse-Partner Variables
E1719_6
D150C.FIN HLP
FRM PRNT-LAWS
$>1000 DK-1
ER1719_6
D150C.FIN HLP
FRM PRNT $>1000
DK-1
ER1719_1
E1720_1
D150D.FIN HLP
FRM PRNT $>5000
DK-2
ER1720_1
D150D.FIN HLP
FRM PRNT-LAWS
$>5000 DK-2
ER1720_6
E1720_6
D150D.FIN HLP
FRM PRNT-LAWS
$>5000 DK-2
ER1720_6
D150D.FIN HLP
FRM PRNT $>5000
DK-2
ER1720_1
E1744
D157A.MORE SAY
ER1744
D157B.MORE SAY
EP1744
E1745
D157B.MORE SAY
EP1744
D157A.MORE SAY
ER1744
E1750
MOTHER DIED
ER1750
MOTHER-IN-LAW
DIED
ER1752
E1751
FATHER DIED
ER1751
FATHER-IN-LAW
DIED
ER1753
E1752
MOTHER-IN-LAW
DIED
ER1752
MOTHER DIED
ER1750
E1753
FATHER-IN-LAW
DIED
ER1753
FATHER DIED
ER1751
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Notes Summary
HRS 1996: Notes Summary
●
●
●
●
●
●
●
●
●
●
●
●
●
●
●
●
●
●
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●
●
●
●
●
●
Notes and Warnings about Generally Helpful Variables
Possible Reunited Couples
Possible Split Household
Marital Status: E256A, E256AR
Household type: E_HHTYP
Discrepancies between GENDER and E374
Notes and Warnings about Financial Variables
Who worked for pay last year
Who receives transfer, IRA/pension, trust income
Whose parents an inheritance is from
Derived categorical bracket variables
How much income last year (rent, own business/farm, dividends/interest)
Received income all year (unemployment, workers comp)
Month began Social Security/SSI
E4602: Amount spent on bills (New variable E4602F flags possible improper skip)
Problems in unfolding bracket questions for business value
Notes on unfolding bracket questions for other earned income
Apparent Discrepancies from Comment Coding
E4122: who was asked about reporting business income twice (e.g., also as self-employment
income)
Questions on IRA cash in or annuity conversion, if both reported
Months received food stamps
Notes and Warnings about Family Variables
extra variables to accomodate corrections and flags on whether in-laws are living
how much help R and Spouse gave to own parents and in-laws
multiple occurences for "which sibling"
shortened names for variables already 8-characters, to accomodate "ER" prefix
relationship codes adjusted for non-FamR
opinions solicted from FamR
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HRS 1996 Wealth and Income Imputations
With support from the National Institute on Aging (NIA), the RAND Center for the
Study of Aging has produced wealth and income imputations for all waves of the HRS,
and for AHEAD 1993 and 1995. These imputations are distributed as companion files to
the RAND Enhanced HRS Flat Files and are incorporated into the RAND HRS Data File.
This documents the variables on the companion files, specifically the RAND Wealth and
Income Imputation files for HRS 1996. The incm96f3 and wlth96f3 files contain the
income and wealth imputations, respectively.
The method used to develop these imputations is described in the Appendix. Each
original income and wealth component is imputed separately. Some original components
lend themselves to combination, such as summing up to three IRAs to provide a total IRA
value. Some original income components are combined into logical main components,
such as summing income from wages, tips and bonuses, professional practice or trade,
and a second job into an earned income component. The original components can vary
from wave to wave and are combined when appropriate into the main components of
income and wealth to provide consistent categories. In addition, total wealth and
income variables are derived.
If the original components are combined for any of these reasons, they are referred to as
“partial components” in this document, while the combinations or uncombined original
components are called “main components” of wealth and income.
Analysts may wish to recombine components or to see the individual parts of a total
amount. All individually imputed parts are provided in the companion files to the RAND
HRS Flat Files. It is important to understand how the parts and the combinations overlap,
so that parts of income and wealth are not double-counted.
The RAND Wealth and Income Imputation files are respondent-level files, with
household-level data merged to both individuals in a couple household. The wavespecific household ID is included on the files in both numeric and character format. This
ID combines HHID and the sub-household ID for the specific wave. In the HRS 1996
file, the household IDs are EHHID (7-character) and EHHIDN (numeric). The files are
sorted by respondent ID (HHIDPN).
Imputation Flags and Codes
The imputation files include a flag for each component and partial component that
indicates whether it is imputed or not. When partial components are combined in a
component, the corresponding imputation flags are combined as well.
Wealth Imputation Flags
For wealth components that combine partial components, the flags are combined by using
the 100s, 10s, and 1s digits of the numeric code. For example, the total value of IRAs
(H3AIRA) combines three individual IRAs (H3AIRA1, H3AIRA2, H3AIRA3). The
imputation flag for total IRAs (H3AFIRA) is a 3-digit number where the first digit is the
value of the imputation flag for IRA1, the second digit is the flag for IRA2, and the third
digit is the flag for IRA3. That is:
H3AFIRA = 100*H3AFIRA1 + 10*H3AFIRA2 + H3AFIRA1
If the component does not combine partial components, the imputation flag is 1-digit.
The values for imputation flags for wealth are:
Code Values for Wealth Imputation Flags
Code Description
1
Continuous value given
2
Complete brackets given
3
Incomplete brackets given
4
5
6
7
9
Range card bracket (applicable in
HRS 1992 only)
No value or bracket given
Does not own this type of asset
Missing whether owns this type of
asset
No Financial Respondent
Imputation Status
No imputation
Value imputed from brackets
Complete bracket imputed from partial
brackets, then value imputed
Value imputed from range
Complete bracket imputed, then value
imputed
No imputation
Ownership imputed. If imputed to own,
complete brackets then value imputed.
Ownership imputed. If imputed to own,
complete brackets then value imputed.
Income Imputation Flags
The main income components combine partial components, and the imputation flags for
the main components summarize those of the partial components. The values of the
imputation flags for main component or total income variables are:
Code Values for Main Income Component and Total Income Imputation Flags
Code Description
Imputation Status
Does not receive this type of
0
No imputation
income
No imputation in any of the partial
1
components combined in this type No imputation
of income
At least one of the partial
2
Some imputation
components combined in this type
8
9
of income is imputed
No spouse or partner (for
spouse/partner income
components only)
No Financial Respondent
No imputation
Completely imputed
The values for the partial income component imputation flags are:
Code Values for Partial Income Component Imputation Flags
Code Description
Imputation Status
1
Continuous value given
No imputation
2
Complete brackets given
Value imputed from brackets
Complete bracket imputed from partial
3
Incomplete brackets given
brackets, then value imputed
Range card bracket (applicable in
4
Value imputed from range
HRS 1992 only)
Complete bracket imputed, then value
5
No value or bracket given
imputed
Does not receive this type of
6
No imputation
income
Whether receives imputed. If imputed to
Missing whether receives this type
7
receive, complete brackets then value
of income
imputed.
No spouse or partner (for
8
spouse/partner income
No imputation
components only)
Whether receives imputed. If imputed to
9
No Financial Respondent
receive, complete brackets then value
imputed.
Income and Wealth Variables
Variables are named to help identify their source and meaning. The variable name prefix
indicates the type of variable, e.g., partial component or imputation flag, while the
remainder, or stem, indicates the type of income or asset. These conventions are
summarized in Tables 1 and 2 for the main and partial components of wealth and in
Tables 3 and 4 for the main and partial components of income.
For the totals and main components of wealth and income, the file contains two versions
of the variables. One is set to zero if the wealth component is not owned or an income
component is not received. The other is set to missing if the component is not owned or
received. Otherwise these two versions have the same value.
Table 1. Variable Name Prefixes and Stems for HRS 1996 Wealth Totals and Main Components
HRS 1996 Wealth – all are household level variables
Prefix
Description
H3AF
household asset imputation flag
H3AO
whether owns household asset
H3A
household asset value, set to zero for non-owners
W3A
household asset value, set to missing for non-owners
Totals
Stem
Description
TOTH
Net value of primary residence = HOUS – MORT – HMLN
Total non-housing assets less debt
TOTN
= RLES + TRAN + BSNS + IRA + STCK + CHCK + CD + BOND +
OTHR – DEBT
TOTA
Total of all assets except trusts less debt = TOTH + TOTN
Total financial assets less debt
TOTF
= STCK + CHCK + CD + BOND + OTHR – DEBT
TOTW
Total of all assets except IRA less debt = TOTA - IRA
Components
Stem
Description
HOUS
Primary Residence
MORT
Total Mortgages, combines MRT1 and MRT2
HMLN
Total Other Home Loans, combines EQLN and EQCD
RLES
Other Real Estate
TRAN
Transportation (Vehicles)
BSNS
Business
IRA
Total Individual Retirement Accounts, combines IRA1, IRA2, and IRA3
STCK
Stocks, Mutual Funds
CHCK
Checking, Savings Accounts
CD
CDs, Savings Bonds, Treasury Bills
BOND
Bonds
OTHR
Other savings, assets
DEBT
Debts
TRST
Trusts (Note: trusts are not included in any asset totals)
For example, H3AFRLES indicates whether the value or ownership of other real estate is
imputed. H3AORLES indicates whether the household reports (or is imputed to) owning
other real estate. H3ARLES is the given or imputed value of other real estate, set to zero
for non-owners. W3ARLES is the same as H3ARLES, but is missing for non-owners.
Note that some of those who reported owning an asset then reported its value as zero. In
these the ownership variable, e.g., H3AORLES, indicates ownership but both the H3A
and W3A, e.g., H3ARLES and W3ARLES variables are zero.
Table 2. Variable Prefixes and Stems for HRS 1996 Partial Wealth Components
HRS 1996 Partial Wealth Components - all are household level variables
Prefix
Description
I3AF
partial asset component imputation flag
I3AO
whether owns partial asset component
I3A
partial asset component value
Stem
Description
MRT1
1st Mortgage, included in MORT
MRT2
2nd Mortgage, included in MORT
EQLN
Home Equity Loan, included in HMLN
EQCD
Home Equity Line of Credit, included in HMLN
IRA1
1st Largest IRA, included in IRA
IRA2
2nd Largest IRA, included in IRA
IRA3
3rd Largest IRA, included in IRA
For example, I3AFMRT1 indicates whether the value or ownership of a first mortgage on
the house that is the primary residence is imputed. I3AOMRT1 indicates if the
household reports (or is imputed to) owning a first mortgage. I3AMRT1 is the given or
imputed value of the first mortgage. Partial component values are missing if the
component is not owned. Thus if I3AOMRT1 indicates no ownership, then I3AMRT1 is
missing.
Table 3. Variable Prefixes and Stems for HRS 1996 Income Totals and Main Components
HRS 1996 Income
Prefix
Description
Household Level
H3IF
household income imputation flag
H3IO
whether household receives income from this source
H3I
household income value, set to zero for non-owners
W3I
household income value, set to missing for non-owners
Respondent Level
R3IF
respondent income imputation flag
R3IO
whether respondent receives income from this source
R3I
respondent income value, set to zero for non-owners
X3I
respondent income value, set to missing for non-owners
Spouse Level
S3IF
spouse income imputation flag
S3IO
whether spouse receives income from this source
S3I
spouse income value, set to zero for non-owners
Y3I
spouse income value, set to missing for non-owners
Stem
Description
Total
Total household income, combines CAP and OTHR household income
TOT
and EARN, GXFR, PENA, SRET, SSDI, and UNWC for both
respondent and spouse.
Components – Household
Household capital income, combines BUSIN, RNTIN, DIVIN, TRSIN,
CAP
BNDIN, CHKIN, CDIN and OTHI1 for the household, and SEMP for
both respondent and spouse.
Other household income, combines ALMNY, OTHI2, LUYR1, LUYR2,
OTHR
and LUYR3 for the household.
Components – Respondent and Spouse
Respondent or spouse earnings from work, combines WAGE, BON,
EARN
2ND, and TRAD.
Respondent or spouse pension and annuity income, combines PEN1,
PENA
PEN2, PEN3, ANN1, ANN2, and ANN3.
Respondent or spouse Social Security retirement or survivor’s income,
SRET
set to SS.
Respondent or spouse Social Security disability income and
Supplemental Security Income (SSI), combines the SDI partial
SSDI
component for respondent or spouse and SSI for the household. If the
household is a couple household, one-half of SSI is allocated to the
respondent and one-half to the spouse. If the household is a single
UNWC
GXFR
household, all of SSI is allocated to the respondent, as there is no
spouse.
Respondent or spouse unemployment and worker’s compensation
income, combines UNEM and WCMP.
Respondent or spouse other government transfers, combines VET for
respondent or spouse, and WELF and FOOD for the household. If the
household is a couple household, one-half of WELF and FOOD are
allocated to the respondent and one-half to the spouse. If the household
is a single household, all of WELF and FOOD are allocated to the
respondent, as there is no spouse.
For example, R3IFEARN indicates whether the respondent’s earned income is imputed.
R3IOEARN indicates whether the respondent reports (or is imputed to) having any
earned income. R3IEARN is the given or imputed amount the respondent earned in the
last calendar year, set to zero for those who don’t receive any. X3IEARN is the same as
R3IEARN, but is missing for those who have no earned income. Note that some of
those who reported receiving a type of income then reported its value as zero. In these
cases the ownership variable, e.g., R3IOEARN, indicates ownership but both the R3I and
X3I variables, e.g., R3IEARN and X3IEARN, are zero. For the spouse S3IFEARN,
S3IOEARN, S3IEARN, and Y3IEARN are analogous to R3IFEARN, R3IOEARN,
R3IEARN, and X3IEARN, respectively.
Table 4. Variable Prefixes and Stems for HRS 1996 Partial Income Components
HRS 1996 Partial Income Components
Prefix
Description
Household Level
H3F
household partial income component imputation flag
H3O
whether household receives income from this partial component
IH3
household partial income component value
Respondent Level
R3F
respondent partial income component imputation flag
R3O
whether respondent receives income from this partial component
IR3
respondent partial income component value
Spouse Level
S3F
spouse income partial component imputation flag
S3O
whether spouse receives income from this partial component
IS3
spouse partial income component value
HRS 1996 Partial Income Components (continued)
Stem
Description
Partial Components - Household
BUSIN
Business Income, included in CAP
RNTIN
Rental Income, included in CAP
DIVIN
Dividend Income, included in CAP
TRSIN
Trust Income, included in CAP
BNDIN
Bonds Income, included in CAP
CDIN
CDs, Savings Bonds, Treasury Bills Income, included in CAP
CHKIN
Checking, Savings Account Income, included in CAP
ALMNY
Alimony, included in OTHR
Food Stamps, included in GXFR. More specifically the amount is
included in R3IGXFR and S3IGXFR, if applicable. If there is a spouse
in the household, FOOD is evenly split between respondent and spouse.
FOOD
If not, all FOOD is assigned to the respondent.
Welfare Income, included in GXFR. More specifically the amount is
included in R3IGXFR and S3IGXFR, if applicable. If there is a spouse
in the household, WELF is evenly split between respondent and spouse.
WELF
If not, all WELF is assigned to the respondent.
Supplemental Security Income, included in SSDI. More specifically the
amount is included in R3ISSDI and S3ISSDI, if applicable. If there is a
spouse in the household, SSI is evenly split between respondent and
SSI
spouse. If not, all SSI is assigned to the respondent.
Other household income #1, which is income from other assets, included
OTHI1
in CAP
OTHI2
Other household income #2, which is any other household income,
LUYR1
LUYR2
LUYR3
WAGE
BON
2ND
TRAD
SS
SDI
UNEM
WCMP
VET
SEMP
PEN1
PEN2
PEN3
ANN1
ANN2
ANN3
included in OTHR
Lump Sum Income #1, e.g., from insurance, pension, or inheritance,
included in OTHR
Lump Sum Income #2, e.g., from insurance, pension, or inheritance,
included in OTHR
Lump Sum Income #3, e.g., from insurance, pension, or inheritance,
included in OTHR
Partial Components - Respondent and Spouse
Wage and Salary Income, included in EARN
Tip, Bonus, and Commission Income, included in EARN
Second Job Income, included in EARN
Professional Practice or Trade Income, included in EARN
Social Security Retirement or Survivor Income, included in SRET.
Social Security income is assumed to be retirement or survivor income if
the individual is 65 or older, or if younger than 65, if no disability
income is reported in the Disability section.
Social Security Disability Income, included in SSDI. Social Security
income is assumed to be disability income if the individual is less than
65 and reports receiving such in the Disability section.
Unemployment Income, included in UNWC
Worker’s Compensation Income, included in UNWC
Veteran’s Benefits, included in GXFR
Self-employment Income, included in CAP for both respondent and
spouse.
Pension #1 (largest) Income, included in PENA
Pension #2 (2nd largest) Income, included in PENA
Pension #3 (rest) Income, included in PENA
Annuity #1 (largest) Income, included in PENA
Annuity #2 (2nd largest) Income, included in PENA
Annuity #3 (rest) Income, included in PENA
For example, R3FUNEM indicates whether the respondent’s income from unemployment
is imputed. R3OUNEM indicates whether the respondent reports (or is imputed to)
receiving any unemployment income. IR3UNEM is the given or imputed amount the
respondent received in unemployment in the last calendar year. It is missing for those
who receive no unemployment income. Note that some of those who reported receiving
a type of income then reported its value as zero. In these cases the ownership variable,
e.g., R3OUNEM, indicates ownership but the IR3 variable, e.g., IR3UNEM, is zero.
For the spouse S3FUNEM, S3OUNEM, and IS3UNEM are analogous to R3FUNEM,
R3OUNEM, and IR3UNEM, respectively.
APPENDIX: Wealth and Income Imputation Method
Background
The RAND HRS Data contain a number of wealth and income variables. Where missing,
we imputed their values.
Most HRS questions on wealth and income follow the same pattern. Consider holdings
of stocks and mutual funds as an example. First, the interviewer asks whether the
respondent (or his/her spouse) own any shares of stock or stock mutual funds. If
affirmative, the interviewer asks the value of these stock holdings. If the respondent is
unable or unwilling to provide an exact amount, the interviewer asks whether it is more
than $25,000. Depending on the response, additional, smaller brackets are explored so
that in the end the range is narrowed down to $0-2,500; $2,500-25,000; $25,000-125,000;
$125,000-400,000; $400,000 or more. These ranges are known as “brackets;” the
sequence of probes into increasingly narrow ranges is known as “unfolding brackets”
questions. The brackets vary by asset and income category. For example, the cut-off
values for dividend and interest income are $200, $500, $2,500, and $10,000.
The respondent may opt out of the question sequence at any time. As a result, the raw
data contain valid zero-value responses, exact amounts, complete bracket responses,
incomplete bracket responses, and claim of ownership without value. An incomplete
bracket results if the respondent provided some information but was unable or unwilling
to respond through the last unfolding bracket probe. For example, he indicated that the
stock holdings amount to more than $25,000, but refused to tell whether they are worth
more than $125,000. In that case, the range is an open-ended $25,000 or more. A claim
of ownership without value results if the respondent indicated that he owns stocks, but
was revealed neither the exact amount nor a range. A claim of ownership without value
is a special case of an incomplete bracket, namely an open-ended bracket of greater than
zero dollars.
Table 5. Distribution of Response Types on Stock Holdings (HRS Wave 2)
Continuous value
Complete bracket
Incomplete bracket
Owns, no value/bracket
No asset
Don’t know ownership
No financial respondent
Total
Frequency
1,958
643
48
149
5,846
78
83
8,805
Percent
22.2
7.3
0.5
1.7
66.4
0.9
0.9
100.0
As an illustration, Table 5 shows the frequency distribution of response types on the
ownership and value of stock holdings in Wave 2. The stock holdings question is asked
from the so-called financial respondent in the household, and unit of observation in the
table is a household. The majority of respondents, 66.4 percent, reports not owning any
stocks (other than in retirement plans, which are not covered by this question). About
one-fifth, 22.2 percent, owns stocks and provides an exact value. All other categories
require imputation.
Note the last category in Table 5, “No financial respondent.” These are cases in which
the HRS, for whatever reason, did not interview a financial respondent. For those cases,
virtually nothing is known about financial issues. The RAND HRS Data contain imputed
values for these households, but the user should be aware that these imputations are
subject to potentially large errors. They may be identified through flag variables. For
example, Table 5 is derived from variable H2AFSTCK (“H2AFSTCK:W2 Asst
Flag:Stocks”).
In summary, the data contain valid responses and several types of responses that require
imputations. In decreasing order of informational content:
• Case 1: We may know a “complete” range of values;
• Case 2: We may know that the household owns the asset (or has the income type),
but have no information on its value, or only coarse information in the form of
incomplete brackets; or
• Case 3: We may not even know whether the household owns an asset, much less its
value.
Alternative Question Sequences
While the majority of income and asset questions follows the pattern described above,
there are deviations.
Some questions, particularly income questions in Wave 1, do not probe for brackets if the
respondent is unable or unwilling to provide an exact amount. We treat missing
responses as-if there were unfolding bracket questions, but the respondent refused to
provide any range information, i.e., as Case 2 above.
Some interviewers in Wave 1 used so-called range cards instead of the sequence of
unfolding bracket questions. This was especially prevalent for questions on the value of
primary residence, mortgages, home loans equity lines of credit, and debt. The range
cards contain a list of ranges. For example, a card may have shown $0-100; $100-500;
$500-1,000; $1,000-5,000; $5,000-10,000; $10,000 or more. The cards were intended for
other purposes but were sometimes used inadvertently when respondents were unable or
unwilling to provide an exact amount.1 Respondents who were presented a range card
had instant knowledge of all cut-off values, as opposed to gradual access in unfolding
bracket questions. The cut-off values on the range cards were typically different from
those in the appropriate unfolding bracket sequence. We treat responses from range cards
in the same way as complete brackets, i.e., Case 1 above. Naturally, we account for the
1
Recall that the Wave 1 interview was face-to-face; subsequent interviews were conducted by telephone.
cut-off values on the range cards, even if they are different from those in the unfolding
bracket sequence.
Starting in Wave 4, the “entry point” of the unfolding bracket sequence was randomized.
In other words, respondents who were unable or unwilling to provide an exact amount
were asked whether the value was more than a certain value, where that value varied
across respondents. The underlying idea was to reduce any response bias that may arise
from the value of the entry point (“acquiescence bias”). We ignore the fact that the entry
point varied across respondents and process the resulting information in the same way as
in the first three waves.
Also starting in Wave 4, interviewers were able to record a new response. For example,
suppose the interviewer asked “Is the amount greater than $5,000, less than $5,000, or
what?” The potential answers now are “less than $5,000,” “about $5,000,” and “more
than $5,000.” In earlier waves, the first and second responses were combined. The
additional option is present at each subsequent branch. Where the respondent indicated
that the amount was “about” equal to a certain value, we took that value as an exact
response and did not impute anything. We treated range responses in the same way as
those in earlier waves.
Finally, some cut-off values of specific asset and income questions changed between
waves, as did the entry point. This did not affect the resulting response types.
Imputation Process
The HRS public release files contain imputations for many asset and income types. The
imputation method is a simple hotdeck and is not consistent across waves. Furthermore,
there is a long lag between the release of data and imputations. The RAND HRS Data
contain imputations of all asset and income types using a consistent method.
As defined previously, there are three types of missing values that require separate types
of imputation. Correspondingly, we developed three progressive imputation steps: to
impute an exact amount, given that a range is known; to impute a range, given that
ownership or only incomplete range is known; and to impute ownership, in case nothing
is known. Table 6 illustrates the type of imputation necessary for each type of missing
value.
The imputation process is progressive in the sense that we first impute ownership for
those for whom nothing is known. Given ownership, we impute brackets. Given
brackets, we impute exact amounts. We always use all available information. In
particular, where incomplete brackets are known, we impute complete brackets in the
given range.
Table 6. Response Types and Required Imputations
Reported Information
Continuous value
Complete bracket
Incomplete bracket
Owns, no value/bracket
No asset
Don’t know ownership
No financial respondent
Required Imputation
None
Amount
Bracket, Amount
Bracket, Amount
None
Ownership, Bracket, Amount
Ownership, Bracket, Amount
Ownership Imputation
To impute ownership, we first estimate a logistic regression model of ownership based on
the sample of respondents with nonmissing ownership information for the asset or
income type at issue. The explanatory covariates are discussed below. Next, we
calculate the predicted probability of ownership for households with missing ownership
information. Finally, we draw a random number from a uniform distribution between
zero and one and assign ownership if and only if the predicted probability exceeds the
random number.
The estimation sample varies by asset and income type. For example, a household that
reports ownership of housing wealth but not on stock holdings only enters the estimation
sample for ownership of housing wealth.
In some waves and for some asset and income types, ownership is rare and the logistic
regression model fits the data poorly. Instead of imputing on the basis of a logistic
model, we randomly assign ownership with a probability of ownership found in the
nonmissing sample. This is equivalent to fitting a logistic model without covariates. We
apply this procedure for assets in waves with fewer than 50 households reporting
ownership.
Bracket Imputation
We impute brackets for asset owners (imputed and reported) who do not report a
continuous value and do not fully complete the questionnaire bracketing sequence on
asset value. First, we estimate an ordered logit model based on the sample of households
who do not report a continuous value but do complete the bracketing sequence. The
explanatory covariates are discussed below. Next, we calculate the predicted
probabilities of being in each bracket for respondents with missing or incomplete bracket
information. For those who partially complete the bracketing sequence, we calculate
conditional probabilities based on the range of possible values from their answers.
Finally, we draw a random number from a uniform distribution between zero and one and
assign a bracket based on a comparison of the random number with the cumulative
distribution of range probabilities.
For some asset and income types, notably Wave 1 incomes, no bracket questions were
asked. For these items, this step is skipped and we treat the strictly positive dollar range
as a single large open-ended bracket.
For some asset and income types, fewer than 50 households completed the bracket
sequence. We treated these types in the same way as types without bracket questions.
Amount Imputation
We impute exact amounts for all cases with (reported or imputed) bracket information.
The procedure is different for cases in closed vs. open-ended brackets.2 For closed
brackets, we use a “nearest neighbor” approach; for open-ended brackets, a Tobit-based
approach. The following discusses the two approaches in turn.
In the nearest neighbor approach for closed brackets, we first estimate a linear regression
model based on the sample of households who report an exact continuous value. The
explanatory covariates are discussed below. The distribution of asset and income
amounts tends to be roughly log-normal, so we would like to apply a logarithmic
transformation to the outcome (asset, income) variable. However, some outcomes, such
as business income, may be negative. The frequency with which this occurs is very
low—too low to allow for a fully flexible model specification. Instead, we therefore
apply the inverse hyperbolic sine transformation.3 Next, we computed predicted values
for all cases, both with and without exact amounts. For each missing observation in
closed brackets, we impute the actual value from the sample of households who report an
exact amount that is closest in predicted value.
In exploratory work, we applied this method to missing amounts in both closed and openended brackets. However, we found that the resulting imputations generated implausible
distributions at the top of the distribution. The data contains some outliers which the
2
A closed bracket is known cut-off values; an open-ended bracket is, for example, $500,000 or more.
3
The inverse hyperbolic sine transformation is given by y = log Y + Y + 1 . For positive values of
(
2
)
outcome Y, not close to zero, this transformation closely mimics the logarithmic transformation. Only for
small amounts, on the order of between -$10 and +$10 is the transformation appreciably different from the
logarithmic transformation. The transformation is point-symmetric around zero. It may be graphed as:
6
3
0
-3
-6
-100
-80
-60
-40
-20
0
20
40
60
80
100
If the logarithmic transformation were added to this graph, it would be indistinguishibly close on the northeast quadrant (up to a scale factor).
nearest neighbor approach selects with too high a frequency to be plausible. We
therefore developed an alternative approach for open-ended brackets.
For missing observations in open-ended brackets, we estimate a separate model. First,
we discard observations in the bottom 25 percent of the outcome, thus ensuring that the
outcomes are all positive and that their distribution is close to log-normal. Based on this
sample of nonmissing observations, we estimate a Tobit model. The explanatory
covariates are discussed below. The outcome is a logarithmic transformation of the
actual amount. We then compute predicted values of the log-amount for missing
observations. To preserve the spread of the distribution of outcomes in the imputations,
we add a draw from the residual distribution to this log-amount, and then untransform
(exponentiate) the result. If the thus-imputed value is below the lower bound of the openended bracket, we re-draw from the residual distribution and repeat this until the imputed
value is in the appropriate range. (This is equivalent to drawing from a truncated normal
distribution.) The residual distribution is assumed to be normal with a zero mean and a
standard deviation equal to the estimated standard deviation of the residual in the Tobit
regression model.
Covariates
The number of model specifications in the imputations is large. There are four waves
with well over a dozen asset and income types each, and each requires three equations.
We experimented extensively with model specifications. On the one hand, we would like
to select explanatory covariates that fit the models best. On the other hand, we would
like the specifications to be parsimonious and consistent across asset and income types.
Consistency across asset and income types caused problems with assets and income types
where only small samples were available. In the end, we opted for the same set of
explanatory covariates in all asset model specifications (ownership, bracket, and amount
for all asset types) and another consistent set in income specifications. The sets are
formed by principal components of approximately 30 explanatory covariates. For income
imputations, the underlying explanatory covariates include (transformations of) husband
and wife’s employment status, education, health status, age, race, marital status,
occupation class, cognition, and bequest motive. For wealth imputations, the same set
applies, but excluding employment status and including a number of income amounts and
indicators of pension or government benefit receipt. We found that the first ten principal
components resulted in model fits that in most cases were very close to the fit from the
larger set of covariates, without sample size issues. The set of regressors varies slightly
across waves, and the principal component factor loadings are computed separately for
each wave. For example, Table 7 shows summary statistics and load factors of the
explanatory covariates that make up the principal components of Wave 2 income
imputations.
Table 7. Load Factors on First Two Principal Components
(Wave 2 Income Imputations)
Variable
BEQ10
BEQ10M
BEQ100
BEQ100M
M_COLLEG
F_COLLEG
M_HSGED
F_HSGED
M_EXHLTH
F_EXHLTH
M_PRHLTH
F_PRHLTH
M_PROF
F_PROF
M_WORK
F_WORK
M_UNEMP
F_UNEMP
M_DISAB
F_DISAB
M_RETIR
F_RETIR
AGE
AGESQ
SINGLFEM
MARRIED
NONWHITE
MISSCOGN
LOWCOGN
Mean
61.54
0.0527
31.82
0.2559
0.1796
0.1546
0.2549
0.3516
0.3530
0.4247
0.1747
0.2001
0.1766
0.1391
0.4580
0.4851
0.0202
0.0209
0.0923
0.0961
0.2014
0.0977
58.64
3461.57
0.2308
0.6722
0.2924
0.0906
0.2804
Std. Dev.
42.43
0.2234
40.39
0.4364
0.3839
0.3616
0.4358
0.4775
0.4779
0.4943
0.3797
0.4001
0.3813
0.3460
0.4983
0.4998
0.1407
0.1431
0.2895
0.2947
0.4011
0.2969
4.84
579.24
0.4214
0.4694
0.4549
0.2871
0.4492
Factor loadings on
First
Second
comp’t
comp’t
0.3395
-0.0289
-0.1223
0.0481
0.3034
-0.0139
-0.3170
0.0326
0.2306
-0.0043
0.1644
-0.1185
0.0701
0.1507
0.0302
0.0719
0.2687
0.0400
0.2321
-0.0694
-0.1176
0.2205
-0.2244
0.0651
0.2378
0.0130
0.1504
-0.1162
0.2363
-0.0749
0.1352
-0.2087
-0.0167
-0.0135
-0.0318
-0.0391
-0.1219
0.1245
-0.1970
0.0195
0.0587
0.3879
0.0233
0.2001
0.0027
0.4766
0.0025
0.4782
-0.2341
-0.2965
0.2501
0.2667
-0.2181
-0.0361
-0.1047
0.0308
-0.1134
0.0793
Description
Probability Bequest $10,000+
Bequest $10,000 missing
Probability Bequest $100,000+
Bequest $100,000 missing
Male: College Graduate
Female: College Graduate
Male: HS Diploma or GED
Female: HS Diploma or GED
Male: Excellent/Very Good Health
Female: Excellent/Very Good Health
Male: Fair/Poor Health
Female: Fair/Poor Health
Male: Professional Work
Female: Professional Work
Male: Currently Working
Female: Currently Working
Male: Unemployed
Female: Unemployed
Male: Disabled/Temp Laid Off
Female: Disabled/Temp Laid Off
Male: Retired
Female: Retired
Age of Oldest Partner
Squared Age of Oldest Partner
Single Female Financial Respondent
Married Couple
Non-White Financial Respondent
Missing Cognition Score
Low Cognition Score
Substantive Differences Across Waves
In addition to survey-technical changes between waves, there have been a few changes
that may affect the comparability of asset values across waves. We discuss the most
important changes.
Notable Differences between Waves 1 and 2
Net value of vehicles: Wave 1 includes a measure of the value of a recreational vehicle
or motor home in the Housing Section and a measure of the value of other vehicles in the
Asset Section. We separately imputed these values and summed them. For Wave 2, the
two components are incorporated into one measure of the net value of vehicles in the
Asset Section.
Notable Differences between Waves 2 and 3
Asset income: In Waves 1 and 2, asset ownership and value were asked in the Asset
Section, whereas income from assets was asked separately in the Income Section.
Starting in Wave 3, income from asset questions were incorporated in the Asset Section.
For example, if the respondent indicated owning stocks, the interviewer followed up with
a question about dividends. This increased the response rate for asset income. Assuming
that this increases the quality of responses, it also improves the accuracy of our asset
imputations, because asset income is an explanatory covariate of our imputation model.
Net value of IRA/Keogh accounts: In Waves 1 and 2, respondents were asked to report
the total value of all Individual Retirement Account (IRA) and KEOGH accounts. In
Wave 3, separate questions were asked about the largest, second largest, and all other
accounts.
Notable Differences between Waves 3 and 4
Housing wealth: Starting in Wave 4, mobile homes are a separate category of
measurement in the Housing Section. We impute their value separately and incorporate it
into housing wealth.
Notable Differences between Waves 4 and 5
The structures of Waves 4 and 5 are very similar. Any important differences are
specified under “Cross Wave Differences in Original HRS Data” subsections in the
codebook.