RAND Enhanced HRS Flat Files: HRS 1998 RAND Enhanced HRS Flat Files: HRS 1998 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 1998 ● ● ● 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 members. This format complicates the way the data is structured upon its public release. For instance, file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/index98.html (1 of 4)12/22/2003 6:50:19 AM RAND Enhanced HRS Flat Files: HRS 1998 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: ● ● ● ● ● ● ● ● "V" in HRS 1992 "W" (some begin with "C") in HRS 1994 "E" in HRS 1996 "B" in AHEAD 1993, except for ISR-derived variables OR "V" (some begin with "B") in AHEAD 1993, except for ISR-derived variables "D" in AHEAD 1995 "F" in HRS 1998 "G" in HRS 2000 Note that beginning with 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. Beginning with AHEAD 1995 and HRS 1996, the public use data have been distributed by ISR with variables starting with "D" and "E", respectively. file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/index98.html (2 of 4)12/22/2003 6:50:19 AM RAND Enhanced HRS Flat Files: HRS 1998 The data can be downloaded as SAS or Stata/SE 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 1998 Data. HRS 1998 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 1998 (Final Version &ver) Generally helpful variables In h98f1a SAS file, April 2003 [Note: the 1998 flat file is distributed as one rather large data set containing all cohorts, or as four smaller separate files, one for each cohort: Financial Variables Added, including assignment to "self" and "spouse" variables for the individual ● ● Family Variables Added, including assignment to "self" and "spouse" variables for the individual ● ● ● h98f1a, all cohorts included h98f1a_a for AHEAD respondents h98f1a_c for CODA respondents h98f1a_h for HRS respondents h98f1a_w for War Babies respondents Summary of Notes on Skip Patterns and Problems To get the complete sample, one would use either h98f1a OR the combination of h98f1a_a, h98f1a_c, h98f1a_h, and h98f1a_w.] RAND Imputations for Income and Assets In incm98f1 and wlth98f1 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 1998 currently incorporates the following versions of data: ● Tracker File, Version 2.0 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/index98.html (3 of 4)12/22/2003 6:50:19 AM RAND Enhanced HRS Flat Files: HRS 1998 ● HRS 1998, Final release Version 1 To download the h98f1a files 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. 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 web site to download documentation such as the questionnaires 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 web site. **** 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 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/index98.html (4 of 4)12/22/2003 6:50:19 AM Generally Helpful Variables HRS 1998: 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 2-respondent household, if this respondent is the Financial or Family Respondent, and which, if any, of the financial and family modules have data. We also added some variables from the Tracker File (Version 2.0, track020) to the h98f1a 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 wave-specific. Most are also on the HRS 1998 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), available from the HRS web site, for codes and descriptions of Tracker variables. These variables are summarized in the tables below: ● ● ● Tracker or Tracker-like variables: not wave-specific Tracker or Tracker-like variables: wave-specific Other variables derived or already on HRS files: wave-specific These tables sometimes refer to notes. The notes about generally helpful variables are: ● ● ● ● ● ● Notes about generally helpful variables Tracker not completely updated for core Illogical interview dates Marital Status Variable Derivations Gender Discrepancies Birth Year Discrepancies Race and Whether Hispanic Discrepancies From Tracker file: not wave-specific file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/general_F.html (1 of 15)12/22/2003 6:50:44 AM Generally Helpful Variables Description Tracker Variable Name in h98f1a Analogous Variable in h98f1a from HRS 1998 Public Release Data Notes Tracker or Tracker-like variables: not wave-specific HRS Household ID: Numeric HHID ---- HRS Household ID: Character HHIDC ---- HRS Household ID + HHIDPN Person Number: Numeric ---- HRS Household ID + HHIDPNC Person Number: Character ---- Person Number: Numeric PN ---- Person Number: Character ---- Birthdate: Month PNC BIRTHMO F968A ID Fields are provided in both numeric and character format. HRS provides IDs in character format in HRS 1998, but numeric formats are included in h98f1a to facilitate merging with data from previous waves. BIRTHMO is the same as F968A for all but 4 cases See discrepancies between BIRTHYR on Tracker and core data for tables comparing BIRTHMO and F968A F970A Birthdate: Year See discrepancies between BIRTHYR on Tracker and core data BIRTHYD Max difference between Tracker and core data birth years BIRTHYF flags cases with birth year differences 0=No difference 1=Difference, used Tracker 2=Difference, used other BIRTHYR _BIRTHYR Saved original Tracker BIRTHYR Birth Year used for weights WGTBYR ---- Not always the same as BIRTHYR. Used to determine eligibility (born 1947 or earlier) in FWGTR file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/general_F.html (2 of 15)12/22/2003 6:50:44 AM Generally Helpful Variables First Interview: Study Year FIRSTIW Gender discrepancies between GENDER GENDER on Tracker and core data ---F686, F469 GEND_R Best-guess GENDER FGENFLAG flags gender discrepancies _GENDER Saved original Tracker GENDER Race/Ethnicity: Hispanic Flag RACE1 F1002A See discrepancies between RACE1 on Tracker and core data Race/Ethnicity: Other Type RACE2 F1005A See discrepancies between RACE2 on Tracker and core data COHORT is set to F461, exactly as is: ● ● Cohort COHORT (derived) F461 ● ● 1=AHEAD 2=CODA (Children of depression) 3=HRS 4=War Babies (WB) [NOTE: COHORT indicates the sample in which R entered the study, e.g., HRS in 1992, AHEAD in 1993, CODA or WB in 1998] ELIGIBLE is based on BIRTHYR. It may differ from COHORT. ● Cohort eligibility ELIGIBLE (derived) ---- ● ● ● ● HRS/AHEAD Overlap: Result Code OVRESULT ---- 0=not eligible for any cohort (born after 1947) 1=AHEAD (born before 1924) 2=CODA (born 1924-1930) 3=HRS (born 1931-1941) 4=War Babies (born 19421947) see Tracker file documentation for more details on overlap cases file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/general_F.html (3 of 15)12/22/2003 6:50:44 AM Generally Helpful Variables OVERLAP CASE: in HRS W1 and AHEAD Waves INOVRLAP ---(derived) HRS-AHEAD Overlap: Old HRS HHID (Num) OVHHID ---- HRS-AHEAD Overlap: Old HRS HHID (Char6) OVHHIDC ---- HRS-AHEAD Overlap: Old HRS HHIDPN (Num) OVHHIDPN ---- HRS-AHEAD Overlap: Old HRS HHIDPN (Char9) OVHHPNC ---- HRS-AHEAD Overlap: Old HRS PN (Num) OVPN ---- HRS-AHEAD Overlap: Old HRS PN (Char3) OVPNC ---- =1 if overlap case, =0 if not ID Fields are provided in both numeric and character format. HRS provides IDs in character format in HRS 1998, but numeric formats are included in h98f1a to facilitate merging with data from previous waves. Tracker or Tracker-like variables: wave-specific Description 1998 Sub-Household Identifier HRS 1998 Variable Notes FSUBHH (char) ID Fields are provided in both numeric and character format. HRS FHHID (char) provides IDs in character format in =HHID concatenated with HRS 1998, but numeric formats are FSUBHH included in h98f1a to facilitate 1998 Household Identifier merging with data from previous FHHIDN (numeric) waves. =(HHID x 10) + FSUBHHN FSUBHHN (numeric) From core data: previous wave household IDs. For the HRS cohort sample, these are the 1996 IDs. For the AHEAD cohort sample, these are the 1995 IDs. 1995 Sub-Household Identifier 1995 Household Identifier DSUBHH (char) DSUBHHN (numeric) DHHID (char) =HHID concatenated with DSUBHH ID Fields are provided in both file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/general_F.html (4 of 15)12/22/2003 6:50:44 AM Generally Helpful Variables DHHIDN (numeric) =(HHID x 10) + DSUBHHN 1996 Sub-Household Identifier 1996 Household Identifier Household-Level Weight ESUBHH (char) ESUBHHN (numeric) numeric and character format. HRS provides IDs in character format in HRS 1998, but numeric formats are included in h98f1a to facilitate merging with data from previous waves. EHHID (char) =HHID concatenated with ESUBHH EHHIDN (numeric) =(HHID x 10) + ESUBHHN FWGTHH Respondent-Level Weight FWGTR see "wghtdoc.pdf" available from the HRS web site FFAMR is the categorical variable from the core data ● ● ● ● FFAMR ● Family Respondent [see also family respondent information] ● ● ● 1=R is FamR, only one FamR in HHold 2=R is selected as FamR, HHold originally had two FamRs 3=R is selected as FamR, HHold originally had two FamRs for part of interview 4=no FAMR, this R assigned to FPN_FAM (FamR PN) 5=R is not FamR, at most one FamR in HHold 6=R is not selected as FamR, HHold originally had two FamRs 7=R is not selected as FamR, HHold originally had two FamRs for part of interview 8=no FAMR, this R assigned to FPN_NFAM (non-FamR PN) file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/general_F.html (5 of 15)12/22/2003 6:50:44 AM Generally Helpful Variables FFAMR01 is derived, set to 0/1 (similar to Tracker variable) FFAMR01 ● ● 0=R is not FamR (FFAMR=4-8) 1=R is FamR (FFAMR=1,2,3) FFINR is the categorical variable from the core data ● ● ● ● FFINR ● Financial Respondent [see also financial respondent information] ● ● ● 1=R is FinR, only one FinR in HHold 2=R is selected as FinR, HHold originally had two FinRs 3=R is selected as FinR, HHold originally had two FinRs for part of interview 4=no FINR, this R assigned to FPN_FIN (FinR PN) 5=R is not FinR, at most one FinR in HHold 6=R is not selected as FinR, HHold originally had two FinRs 7=R is not selected as FinR, HHold originally had two FinRs for part of interview 8=no FINR, this R assigned to FPN_NFIN (non-FinR PN) FFINR01 is derived, set to 0/1 (similar to Tracker variable) FFINR01 ● ● 0=R is not FinR (FFINR=48) 1=R is FinR (FFINR=1,2,3) file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/general_F.html (6 of 15)12/22/2003 6:50:44 AM Generally Helpful Variables Beginning of Interview: Month FIVIEWMO Beginning of Interview: Year FIVIEWYR see Illogical interview dates FMODEIW From Tracker see Tracker not completely updated for core. FNEWSP From Tracker see Tracker not completely updated for core. Respondent in nursing home FNURSHM FNHM FNURSHM is from Tracker; FNHM is derived from core data. There are 3 cases where they differ. Please see Tracker not completely updated for core. Partner/Spouse Person Number FPPN Please see also HHold and Spouse variables Wave Household (Couple) FCOUPLE From Tracker see Tracker not completely updated for core. Proxy Flag FPROXY see also proxy relationship FRESCODE From Tracker see Tracker not completely updated for core. Interview Status FSTATUS From Tracker see Tracker not completely updated for core. Status: Why not in this wave FSTATUS2 from Tracker Mode of Interview New Spouse Flag Result Code Other variables derived or already on HRS files: wave-specific 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 FFAMR, FFAMR01) Description Variable Notes file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/general_F.html (7 of 15)12/22/2003 6:50:44 AM Generally Helpful Variables Any Family Resp for HHold ● FANYFAMR ● ● ● No Family Resp for HHold FNOFAMR HHIDPN of Fam Resp FFAM_RHP (num) ● 0=No FamR 1=1 FamR 0=There is a FamR and FamR has data 1=No FamR 2=There is a FamR but FamR reports no information Financial Respondent Variables (see also FFINR, FFINR01) Description Any Financial Resp for HHold Variable Notes ● FANYFINR ● ● 0=No FinR 1=1 FinR 0=There is a FinR and FinR has data 1=No FinR 2=There is a FinR but FinR reports no information No Financial Resp for HHold FNOFINR HHIDPN of Fin Resp FFIN_RHP (num) FFINRHPC (char) FF704 month current interview began FF703 year current interview began FF697 month current interview ended FF699 year current interview ended Financial Respondent Current Interview Dates see also Illogical interview dates ● ● ● ● Financial Respondent Previous Interview information FFPRVIW ● ● ● ● FFPRVIWM FinR last interview missing = no previous interview A = HRS 92 B = AHD 93 C = HRS 94 D = AHD 95 E = HRS 96 month previous interview file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/general_F.html (8 of 15)12/22/2003 6:50:44 AM Generally Helpful Variables FFPRVIWY year previous interview ● ● FF546 ● Whether treated as couple in financial questionsbased on F546 of FinR ● ● FF_CPL 1=Married 3=Partnered 6=single 0=treated as single (F546 = 6) 1=treated as couple (F546 = 1 or 3) see also F_CPL Whether FinR received SS at previous wave (preload) FF272 Whether FinR's spouse received SS at previous wave (preload) FF273 Whether FinR received SSI at previous wave (preload) FF274 [NOTE: Preloads F111 - F130 are also based on FinR HHold level data. See Preloads for random entry points for unfolding bracket questions . Household and Spouse/Partner Description Variable Notes ● Type of Household (one R or two Rs) F_HHTYP # in HHold who actually did respond FN_INHH # in HHold who could have responded FR_INHH FMARST ● ● ● ● 1=one R 2=2 R/both resp 3=2 R/one is NR based on F_HHTYP =1 if F_HHTYP = 1 =2 if F_HHTYP = 2,3 without partnership, i.e., partners have actual marital status Marital Status file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/general_F.html (9 of 15)12/22/2003 6:50:44 AM Generally Helpful Variables Please see Marital Status Variable Derivations FMARSTP with partnership overriding marital status FMARSTA derived alternate marital status FMARSTF flags discrepancies FPARTNR flags partnerships, 1=partnered, 0=not ● ● Couple status in interview F_CPL based on F546 0=treated as single (F546 = 6) 1=treated as couple (F546 = 1 or 3) see also FF_CPL under FinResp variables Spouse/Partner HHIDPN (numeric) FPHHIDPN Other Description Current Interview Dates see Illogical interview dates Variable F704 month current interview began F703 year current interview began F697 month current interview ended F699 year current interview ended F704X F703X _F704 _F703 Proxy: Relationship to R Notes FPROXYR flags fixed illogical interview date saves original interview date from F483, F860 0=No Proxy 1=Spouse 2-11=see F860 codes in HRS codebook file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/general_F.html (10 of 15)12/22/2003 6:50:44 AM Generally Helpful Variables ● ● ● Previous Interview FPRVIW ● ● ● Previous Interview Month FPRVIWMO, and Year FPRVIWYR missing = no prev iview A = HRS 92 B = AHD 93 C = HRS 94 D = AHD 95 E = HRS 96 Month and Year of Previous Interview Notes about generally helpful variables Tracker not completely updated for core Tracker Version 2.0 was released before the HRS 1998 Final V1. As a result some of the respondents found in HRS 1998 may have Tracker variable values that would indicate they should not be included in this file. For instance, one case has FPROXY = 19, which indicates "Exit interview not obtained", yet this respondent is included in the core data. For some Tracker variables, missing or incorrect values were filled from core information. For others, the Tracker variable may included these seemingly erroneous codes. The latter group includes FMODEIW, FNEWSP, FNURSHM, FCOUPLE, FRESCODE, FSTATUS, and FSTATUS2. In the case of FNURSHM, an alternate variable FNHM is derived based on F517, and FPNHM is derived for the respondent's spouse based on F524 Illogical interview dates For four cases the beginning and ending interview dates were January 1980. These clearly were not correct. Both the beginning and ending interview dates and the Tracker dates were filled with more reasonable values, based on the version of the questionnaire used for the interview. All interview years were set to 1998, and the interview month was set to the median month for all cases with the same version of the questionnaire. F703X and F704X flag the cases where interview year and month, respectively, were changed. The original values of F703 and F704 are saved in _F703 and _F704, respectively. F699 and F697 were given the same values, as were FIVIEWYR and FIVIEWMO. The four cases are listed below. F454A is the questionnaire version number. file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/general_F.html (11 of 15)12/22/2003 6:50:44 AM Generally Helpful Variables HHIDPN F454A FIVIEWYR _F703 F703 F699 FIVIEWMO _F704 F704 F697 40990010 31 1998 1980 1998 1998 6 1 6 6 211545010 40 1998 1980 1998 1998 9 1 9 9 211545020 40 1998 1980 1998 1998 9 1 9 9 211548010 31 1998 1980 1998 1998 6 1 6 6 Marital Status Variable Derivations In HRS 1998, unmarried respondents, including those living with a partner, are asked marital status directly in F1070 This is combined with married respondents in F1071 In F1070, "married" was not an option, but "other" was. In F1071, respondents determined to be married and thus not asked F1070, are set to 1 for married. FMARST is assigned from F1071 We also used previous interview marital status and relevant variables from sections CS and A to derive marital status independently. This was compared to FMARST for discrepancies and to fill missing values, including "other" status. The following summarizes the derived marital status variables. Derived Variable Description FMARST value of F1071; if missing (skipped, don't know, refused, or other), filled where possible 1=Married 2=Married, spouse in nursing home 3=Separated 4=Divorced 5=Widowed 6=Never married 7=Married, spouse absent/not in nhm 9=Unmarried, unknown status FPARTNR whether living with a partner as though married 0=not living with a partner 1=living with a partner file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/general_F.html (12 of 15)12/22/2003 6:50:44 AM Generally Helpful Variables FMARSTP same as FMARST, except for those living with a partner, and codes for separation and divorce are combined. 1=Married 2=Married, spouse in nursing home 3=Partnered 4=Separated/Divorced 5=Widowed 6=Never married 7=Married, spouse absent/not in nhm 9=Unmarried, unknown status FMARSTF Flags possible marital status discrepancy 0=No discrepancies found 1=May be married or partnered 2=Unmar stat NE prv iw stat,but EQ one before 3=Unmar stat NE any prv iw status 4=Missing unmar stat filled 5=Maybe split hhold, 2 Fin/FamR 6=Maybe split hhold, only 1 Fin/FamR FMARSTA Marital status alternate to FMARSTP codes have same meaning as FMARSTP identical to FMARSTP when FMARSTF=0,4,6 married and partner codes reversed when FMARSTF=1 alternate unmarried status when FMARSTF=2,3 Best-guess gender (GEND_R) and Discrepancies between Tracker Gender and gender from any of the core interview data Tracker (V2.0) GENDER variable was compared to gender from the core interview data for all waves up to and including HRS 1998. GENDER remains as found on the Tracker file, and a best-guess GEND_R variable was derived. For cases with discrepant gender information, questions from the Health section on whether the respondent had received a mammogram, pap-smear, or breast exam were checked for a "yes" response, indicating a female respondent. A "yes" response to having had a prostate exam indicates a male respondent. These questions were asked beginning in 1995. The data from the core interviews from 1995 on were all checked to either verify the Tracker GENDER or to change the gender appropriately in GEND_R. See Gender discrepancy listings for frequencies of GENDER, GEND_R, and FGENFLAG, and prints of cases with any discrepancy. file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/general_F.html (13 of 15)12/22/2003 6:50:44 AM Generally Helpful Variables Discrepancies between Tracker Birth Year and birth year from any of the core interview data Most birth year discrepancies are with one of the two sources of birth year in HRS 1998, F970A and F685, which sometimes disagree with each other. In a few cases, the discrepancy is only with a previous wave. The Tracker birth year was used in most cases. For 2 cases, the birth year was changed to the birth year that made the respondent older. This was based on examination of age at first marriage using F1073 as year first married. If the Tracker birth year resulted in an age less than 12 at first marriage, it was replaced by the earlier birth year. The original Tracker birth year is saved in _BIRTHYR. See Birth year discrepancy listings for frequencies of birth date variables and prints of cases with any discrepancies of more than 2 years. Discrepancies between Race and Whether Hispanic from Tracker and from the HRS 1998 core interview data The Tracker RACE1 and RACE2 variables were used as found, unless they were missing and could be filled by core data from any interview. If filled, the first value reported in any core interview, going through interviews chronologically, was used. For one case Tracker RACE1 was different from F1002A, and for 12 cases RACE2 was different from F1005A These cases are listed below. * * * * * * * * * * * * * * * * * Cases where RACE1 ne F1002A Obs 11323 HHIDPN RACE1 F1002A F1002 132788020 1 5 5 Cases where RACE2 ne F1005A Obs 129 3358 7213 10630 11260 11414 HHIDPN RACE2 F1005A F1005M 11179010 35258020 58153011 112028010 130540010 135454010 7 7 7 7 7 7 1 2 2 1 2 1 1 2 2 1 2 1 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/general_F.html (14 of 15)12/22/2003 6:50:44 AM Generally Helpful Variables * * * * * * 11482 12299 12833 19098 19535 19554 137429020 156625010 181233010 210074010 210849010 210871020 7 7 7 7 7 7 2 2 2 1 2 2 2 2 2 1 2 2 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/general_F.html (15 of 15)12/22/2003 6:50:44 AM file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/gender.html The FREQ Procedure HRS98: FGENFLAG-flag gender discrepancy Cumulative Cumulative FGENFLAG Frequency Percent Frequency Percent -------------------------------------------------------------------------------------------0.No discrepancy 21358 99.88 21358 99.88 1.Trk ne HRS98,default=use Trk 7 0.03 21365 99.91 2.Diff w/in HRS98,default=use Trk 1 0.00 21366 99.92 3.Trk=HRS98,diff prv wv,default=use Trk 3 0.01 21369 99.93 13.Trk=HRS98,diff prv wv,Trk verified 7 0.03 21376 99.96 21.Trk ne HRS98,Trk changed 7 0.03 21383 100.00 23.Trk=HRS98,diff prv wv,Trk changed 1 0.00 21384 100.00 Gender Cumulative Cumulative GENDER Frequency Percent Frequency Percent ------------------------------------------------------------1.Male 8962 41.91 8962 41.91 2.Female 12422 58.09 21384 100.00 HRS98: GEND_R-best guess R gender Cumulative Cumulative GEND_R Frequency Percent Frequency Percent ------------------------------------------------------------1.Male 8962 41.91 8962 41.91 2.Female 12422 58.09 21384 100.00 Cumulative Cumulative FGENFLAG GENDER GEND_R F686 F469 Frequency Percent Frequency Percent --------------------------------------------------------------------------------------------------------------------0.No discrepancy 1.Male 1.Male 1 1 8954 41.87 8954 41.87 0.No discrepancy 2.Female 2.Female 2 2 12404 58.01 21358 99.88 1.Trk ne HRS98,default=use Trk 1.Male 1.Male 2 2 2 0.01 21360 99.89 1.Trk ne HRS98,default=use Trk 2.Female 2.Female 1 1 5 0.02 21365 99.91 2.Diff w/in HRS98,default=use Trk 2.Female 2.Female 2 1 1 0.00 21366 99.92 3.Trk=HRS98,diff prv wv,default=use Trk 1.Male 1.Male 1 1 2 0.01 21368 99.93 3.Trk=HRS98,diff prv wv,default=use Trk 2.Female 2.Female 2 2 1 0.00 21369 99.93 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/gender.html (1 of 3)12/22/2003 6:51:29 AM file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/gender.html 13.Trk=HRS98,diff prv wv,Trk verified 21.Trk ne HRS98,Trk changed 21.Trk ne HRS98,Trk changed 23.Trk=HRS98,diff prv wv,Trk changed 2.Female 1.Male 2.Female 2.Female 2.Female 2.Female 1.Male 1.Male 2 2 1 2 2 2 1 2 7 4 3 1 0.03 0.02 0.01 0.00 21376 21380 21383 21384 99.96 99.98 100.00 100.00 Listing of Cases with Gender discrepancies -----------------------------------------PREVENTATIVE BEHAVIORS D925, E926, F1254: Breast lump D926, E927, F1255: Mammogram D927, E928, F1256: PAP smear D929, E929, F1257: Prostate HHIDPN 36081011 39275010 39275020 46787011 61179011 62108011 71810011 112822020 135454010 137804010 145797020 160279010 173350010 182379010 200250010 201390020 202934010 203611010 204270010 204756020 208331010 210730010 210730020 211397010 211887010 FGENFLAG GENDER GEND_R D V S W 2 4 E 5 1 7 X 0 0 3.Trk=HRS98,diff prv wv,default=use Trk 3.Trk=HRS98,diff prv wv,default=use Trk 13.Trk=HRS98,diff prv wv,Trk verified 13.Trk=HRS98,diff prv wv,Trk verified 13.Trk=HRS98,diff prv wv,Trk verified 21.Trk ne HRS98,Trk changed 13.Trk=HRS98,diff prv wv,Trk verified 1.Trk ne HRS98,default=use Trk 21.Trk ne HRS98,Trk changed 1.Trk ne HRS98,default=use Trk 21.Trk ne HRS98,Trk changed 1.Trk ne HRS98,default=use Trk 1.Trk ne HRS98,default=use Trk 21.Trk ne HRS98,Trk changed 3.Trk=HRS98,diff prv wv,default=use Trk 13.Trk=HRS98,diff prv wv,Trk verified 13.Trk=HRS98,diff prv wv,Trk verified 13.Trk=HRS98,diff prv wv,Trk verified 1.Trk ne HRS98,default=use Trk 23.Trk=HRS98,diff prv wv,Trk changed 2.Diff w/in HRS98,default=use Trk 1.Trk ne HRS98,default=use Trk 1.Trk ne HRS98,default=use Trk 21.Trk ne HRS98,Trk changed 21.Trk ne HRS98,Trk changed 1.Male 1.Male 2.Female 2.Female 2.Female 2.Female 2.Female 1.Male 1.Male 2.Female 2.Female 2.Female 2.Female 1.Male 2.Female 2.Female 2.Female 2.Female 2.Female 2.Female 2.Female 2.Female 1.Male 1.Male 1.Male 1.Male 1.Male 2.Female 2.Female 2.Female 1.Male 2.Female 1.Male 2.Female 2.Female 1.Male 2.Female 2.Female 2.Female 2.Female 2.Female 2.Female 2.Female 2.Female 1.Male 2.Female 2.Female 1.Male 2.Female 2.Female . 2 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 2 2 2 2 . 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1 1 1 1 1 1 . . . . E 3 7 4 F 6 8 6 F 4 6 9 D 9 2 5 D 9 2 6 D 9 2 7 D 9 2 9 E 9 2 6 E 9 2 7 E 9 2 8 E 9 2 9 F 1 2 5 4 F 1 2 5 5 F 1 2 5 6 F 1 2 5 7 2 1 2 1 1 . 1 . . . . . . . . . . . . . . . . . . 1 1 2 2 2 1 2 2 2 1 1 1 1 2 2 2 2 2 1 2 2 1 2 2 2 1 1 2 2 2 1 2 2 2 1 1 1 1 2 2 2 2 2 1 2 1 1 2 2 2 . . . . . . . . . . . . . . 5 1 5 1 . . . . . . . . . . . . . . . . . . . . . 5 5 1 1 . . . . . . . . . . . . . . . . . . . . . 5 5 1 5 . . . . . . . . . . . . . . . . . . . . . . . . . 5 1 5 . . . . 5 . 1 1 5 . 5 . . . . . . . . . . . . . . . . . . 5 . 1 1 5 . 5 . . . . . . . . . . . . . . . . . . 5 . 1 5 1 . 1 . . . . . . . . . . . . . . . . . . 5 5 . 5 5 . 5 . . . . . . . . . . . . . . . . . . . . . . . . . 5 1 . . . . 5 . . . . . . . . 5 5 1 . . . . . . . 5 1 . . . . 1 . . . . . . . . 5 1 1 . . . . . . . 5 5 . . . . 5 . . . . . . . . 5 1 5 . . . . . 1 . . . 5 1 5 5 . . . . . . . . 5 . . . file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/gender.html (2 of 3)12/22/2003 6:51:29 AM file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/gender.html 213295010 21.Trk ne HRS98,Trk changed 2.Female 1.Male . . . . . 1 1 . . . . . . . . . . . 1 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/gender.html (3 of 3)12/22/2003 6:51:29 AM HRS98: BIRTHYF-flag birth yr discrepancy Cumulative Cumulative BIRTHYF Frequency Percent Frequency Percent ----------------------------------------------------------------------------0.No discrepancy 21244 99.35 21244 99.35 1.Diff in byr 138 0.65 21382 99.99 2.Diff in byr, set older 2 0.01 21384 100.00 HRS98: BIRTHYD-max birth yr discrepancy Cumulative Cumulative BIRTHYD Frequency Percent Frequency Percent -----------------------------------------------------------0 21244 99.35 21244 99.35 1 74 0.35 21318 99.69 2 24 0.11 21342 99.80 3 11 0.05 21353 99.86 4 7 0.03 21360 99.89 5 3 0.01 21363 99.90 6 2 0.01 21365 99.91 7 1 0.00 21366 99.92 8 3 0.01 21369 99.93 9 1 0.00 21370 99.93 10 3 0.01 21373 99.95 11 2 0.01 21375 99.96 14 1 0.00 21376 99.96 16 1 0.00 21377 99.97 18 1 0.00 21378 99.97 20 3 0.01 21381 99.99 22 1 0.00 21382 99.99 25 1 0.00 21383 100.00 37 1 0.00 21384 100.00 HRS98: prev value BIRTHYR if changed Cumulative Cumulative _BIRTHYR Frequency Percent Frequency Percent ------------------------------------------------------------Z 21381 99.99 21381 99.99 0 1 0.00 21382 99.99 1944 1 0.00 21383 100.00 1946 1 0.00 21384 100.00 HRS 1998: Birth date variables The FREQ Procedure Cumulative Cumulative BIRTHMO F968A Frequency Percent Frequency Percent --------------------------------------------------------------------0 0 168 0.79 168 0.79 0 98 1 0.00 169 0.79 0 99 2 0.01 171 0.80 1 0 26 0.12 197 0.92 1 1 1760 8.23 1957 9.15 2 0 17 0.08 1974 9.23 2 2 1615 7.55 3589 16.78 3 0 22 0.10 3611 16.89 3 3 1854 8.67 5465 25.56 3 4 1 0.00 5466 25.56 4 0 18 0.08 5484 25.65 4 4 1674 7.83 7158 33.47 5 0 23 0.11 7181 33.58 5 5 1697 7.94 8878 41.52 6 0 17 0.08 8895 41.60 6 6 1741 8.14 10636 49.74 7 0 34 0.16 10670 49.90 7 7 1801 8.42 12471 58.32 8 0 27 0.13 12498 58.45 8 7 1 0.00 12499 58.45 8 8 1863 8.71 14362 67.16 8 11 1 0.00 14363 67.17 9 0 28 0.13 14391 67.30 9 8 1 0.00 14392 67.30 9 9 1722 8.05 16114 75.36 10 0 20 0.09 16134 75.45 10 1 1 0.00 16135 75.45 10 10 1788 8.36 17923 83.82 11 0 18 0.08 17941 83.90 11 11 1689 7.90 19630 91.80 12 0 22 0.10 19652 91.90 12 12 1732 8.10 21384 100.00 16:54 Tuesday, April 1, 2003 2 HRS 1998: Birth date variables Cases with Birth Year discrepanies 16:54 Tuesday, April 1, 2003 The FREQ Procedure Cumulative Cumulative BIRTHYF BIRTHYR F970A Frequency Percent Frequency Percent ------------------------------------------------------------------------------------------------1.Diff in byr 1898 1900 1 0.71 1 0.71 1.Diff in byr 1909 1919 1 0.71 2 1.43 1.Diff in byr 1909 1920 1 0.71 3 2.14 1.Diff in byr 1910 1914 1 0.71 4 2.86 1.Diff in byr 1913 1914 1 0.71 5 3.57 1.Diff in byr 1917 1914 1 0.71 6 4.29 1.Diff in byr 1917 1917 2 1.43 8 5.71 1.Diff in byr 1917 1918 1 0.71 9 6.43 1.Diff in byr 1918 1917 1 0.71 10 7.14 1.Diff in byr 1918 1918 1 0.71 11 7.86 1.Diff in byr 1918 1920 1 0.71 12 8.57 1.Diff in byr 1919 1921 1 0.71 13 9.29 1.Diff in byr 1919 1925 1 0.71 14 10.00 1.Diff in byr 1920 1918 1 0.71 15 10.71 1.Diff in byr 1920 1920 2 1.43 17 12.14 1.Diff in byr 1920 1928 1 0.71 18 12.86 1.Diff in byr 1921 1922 1 0.71 19 13.57 1.Diff in byr 1922 1918 1 0.71 20 14.29 1.Diff in byr 1922 1921 1 0.71 21 15.00 1.Diff in byr 1922 1924 1 0.71 22 15.71 1.Diff in byr 1923 1924 1 0.71 23 16.43 1.Diff in byr 1923 1925 1 0.71 24 17.14 1.Diff in byr 1924 1924 1 0.71 25 17.86 1.Diff in byr 1925 1925 1 0.71 26 18.57 1.Diff in byr 1926 1926 3 2.14 29 20.71 1.Diff in byr 1927 1926 1 0.71 30 21.43 1.Diff in byr 1927 1927 4 2.86 34 24.29 1.Diff in byr 1928 1928 3 2.14 37 26.43 1.Diff in byr 1929 1928 1 0.71 38 27.14 1.Diff in byr 1929 1929 3 2.14 41 29.29 1.Diff in byr 1929 1930 1 0.71 42 30.00 1.Diff in byr 1930 1930 1 0.71 43 30.71 1.Diff in byr 1930 1932 1 0.71 44 31.43 1.Diff in byr 1931 1931 2 1.43 46 32.86 1.Diff in byr 1931 1932 1 0.71 47 33.57 1.Diff in byr 1932 1931 1 0.71 48 34.29 1.Diff in byr 1932 1932 1 0.71 49 35.00 1.Diff in byr 1933 1932 1 0.71 50 35.71 1.Diff in byr 1933 1933 2 1.43 52 37.14 3 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff in in in in in in in in in in in byr byr byr byr byr byr byr byr byr byr byr 1933 1934 1935 1935 1936 1936 1936 1936 1937 1937 1938 1958 1934 1935 1957 1931 1934 1936 1944 1936 1937 1938 1 1 1 1 1 1 3 1 1 1 4 0.71 0.71 0.71 0.71 0.71 0.71 2.14 0.71 0.71 0.71 2.86 53 54 55 56 57 58 61 62 63 64 68 37.86 38.57 39.29 40.00 40.71 41.43 43.57 44.29 45.00 45.71 48.57 HRS 1998: Birth date variables Cases with Birth Year discrepanies 16:54 Tuesday, April 1, 2003 The FREQ Procedure Cumulative Cumulative BIRTHYF BIRTHYR F970A Frequency Percent Frequency Percent ------------------------------------------------------------------------------------------------1.Diff in byr 1938 1941 1 0.71 69 49.29 1.Diff in byr 1940 1940 2 1.43 71 50.71 1.Diff in byr 1940 1941 1 0.71 72 51.43 1.Diff in byr 1941 1925 1 0.71 73 52.14 1.Diff in byr 1941 1941 2 1.43 75 53.57 1.Diff in byr 1942 1942 3 2.14 78 55.71 1.Diff in byr 1942 1947 1 0.71 79 56.43 1.Diff in byr 1943 1943 4 2.86 83 59.29 1.Diff in byr 1944 1944 2 1.43 85 60.71 1.Diff in byr 1944 1945 2 1.43 87 62.14 1.Diff in byr 1945 1945 3 2.14 90 64.29 1.Diff in byr 1946 1946 4 2.86 94 67.14 1.Diff in byr 1947 1947 4 2.86 98 70.00 1.Diff in byr 1948 1948 1 0.71 99 70.71 1.Diff in byr 1949 1943 1 0.71 100 71.43 1.Diff in byr 1949 1949 10 7.14 110 78.57 1.Diff in byr 1950 1950 3 2.14 113 80.71 1.Diff in byr 1951 1951 8 5.71 121 86.43 1.Diff in byr 1952 1952 5 3.57 126 90.00 1.Diff in byr 1954 1954 1 0.71 127 90.71 1.Diff in byr 1956 1956 2 1.43 129 92.14 1.Diff in byr 1957 1957 1 0.71 130 92.86 1.Diff in byr 1958 1958 2 1.43 132 94.29 1.Diff in byr 1959 1959 1 0.71 133 95.00 1.Diff in byr 1960 1960 1 0.71 134 95.71 1.Diff in byr 1962 1962 1 0.71 135 96.43 1.Diff in byr 1963 1963 1 0.71 136 97.14 1.Diff in byr 1970 1970 1 0.71 137 97.86 1.Diff in byr 1972 1972 1 0.71 138 98.57 2.Diff in byr, set older 1926 1946 1 0.71 139 99.29 2.Diff in byr, set older 1942 1944 1 0.71 140 100.00 4 HRS 1998: Birth date variables Cases with Birth Year discrepancies of more than 2 years H H I D P N 12648040 19786020 30622040 31232020 31598020 35621020 36445011 39275010 39275020 44855011 54542021 76577011 78961010 112193020 112875020 113414020 115171020 120564020 121324020 121740020 123003020 123893020 142198020 143885020 149550020 155619020 156463020 157235020 171524020 187187020 201390020 201433010 202625021 202862020 203716010 b i r t h y f 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff in in in in in in in in in in in in in in in in in in in in in in in in in in in in in in in in in in in byr byr byr byr byr byr byr byr byr byr byr byr byr byr byr byr byr byr byr byr byr byr byr byr byr byr byr byr byr byr byr byr byr byr byr b i r t h y d _ b i r t h y r _ b i r t h m o 6 22 5 25 3 3 8 3 3 5 16 10 5 3 3 4 11 4 4 20 3 9 10 3 3 18 3 4 14 20 3 10 8 6 4 Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z Z B I R T H Y R V 4 4 16:54 Tuesday, April 1, 2003 B 1 1 4 W 2 1 4 D 6 3 8 D 3 7 3 1949 . . . . . 1935 . . . . . 1942 . . . . . 1933 . . . . . 1938 . . . . . 1929 . . . . . 1936 . . . . . 1940 1940 . . . . 1937 1937 . . . . 1935 . . . . . 1941 . . . . . 1963 . . . . . 1936 1936 . 1936 . . 1951 . . . . . 1956 . . . . . 1945 . . . . . 1952 . . . . . 1949 . . . . . 1951 . . . . . 1952 . . . . . 1944 . . . . . 1940 . . . . . 1962 . . . . . 1950 . . . . . 1951 . . . . . 1958 . . . . . 1946 . . . . . 1952 . . . . . 1970 . . . . . 1942 . . . . . 1917 . 1917 . 1917 1914 1909 . 1909 . 1909 1909 1928 . . . . . 1919 . . . 1925 1919 1910 . 1910 . 1910 1910 E 6 3 8 F 9 7 0 F 9 7 0 A F 6 8 5 1949 1935 1942 1933 1938 . 1936 1940 1937 . 1941 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1929 . . . 1935 . 1963 1931 1951 1956 1945 1952 1949 1951 1952 1944 1940 1962 1950 1951 1958 1946 1952 1970 1942 . . 1928 . . 1943 1957 1947 1958 1941 1929 1944 1940 1937 1935 1925 1963 1931 1951 1956 1945 1952 1949 1951 1952 1944 1940 1962 1950 1951 1958 1946 1952 1970 1942 1914 1919 1928 1925 1914 1943 1957 1947 1958 1941 1932 1944 1937 1940 1930 1925 1953 1936 1954 1953 1949 1963 1945 1955 1932 1947 1949 1972 1953 1954 1940 1943 1948 1956 1922 1914 1919 1920 1925 1914 B I R T W D H V 2 6 M 4 1 3 O 2 2 6 7 8 5 8 3 8 4 7 5 12 9 8 5 10 10 12 11 4 4 1 9 6 10 8 8 2 12 11 12 12 3 8 10 4 8 . . . . . . . 7 5 . . . 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 8 . 4 8 5 E 6 3 6 F 9 6 8 F 9 6 8 A F 4 8 8 7 8 5 8 3 . 4 7 5 . 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 . . . 12 . 8 5 10 10 12 11 4 4 1 9 6 10 8 8 2 12 11 12 12 . . 10 . . 7 8 5 8 3 8 4 7 5 12 9 8 5 10 10 12 11 4 4 1 9 6 10 8 8 2 12 11 12 12 3 8 10 4 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205019020 206815011 208580010 208898020 210447020 212705020 212846020 1.Diff 1.Diff 1.Diff 1.Diff 1.Diff 2.Diff 1.Diff in in in in in in in byr 4 Z Z byr 37 Z Z byr 8 Z Z byr 11 Z Z byr 4 Z Z byr, set older 20 1946 Z byr 7 Z Z 1922 1930 1920 1909 1934 1926 1917 . . . . . 1920 . . . . . . . . . 1918 1922 . . . . 1920 1920 . 1920 1909 . . . . . . . . . . . . . . . . . 1930 . . 1934 1946 1917 1918 1930 1928 1920 1934 1946 1917 1918 7 . . 7 . . 7 . 1967 12 . . . . 12 12 . 1928 1 . . 1 . . 1 . 1920 7 . . 7 . . 7 . 1930 6 . . . . 6 6 . 1926 11 . . . . 11 11 . 1924 8 . . . . 8 8 . Financial Variables Added HRS 1998: Financial Variables Added Assignment of Income Variables to Self/Spouse-Partner Variables (FR/FP) 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 FR apply to "self" while variables that begin with FP apply to "spouse/partner". Generally, if an individual is the FinR, then the Fnnnn variables for FinR are assigned to FRnnnn and the Fpppp variables for FinR's spouse are assigned to FPnnnn. And if an individual is the spouse/partner of the FinR then the Fnnnn variables for FinR are assigned to FPnnnn and the Fpppp variables for FinR's spouse are assigned to FRnnnn. The table below summarizes these assignments. Variable Name assignments HRS 1998 Original Variable Reassigned Variable FinR Finr's Spouse Self Spouse/Partner Fnnnn Fpppp FRnnnn FPnnnn For example, FinR's report of earnings from wages and salaries for him/herself is in F4643, and for his/her spouse in F4676 In the observation for FinR, FR4643 = F4643 and FP4643 = F4676 In the observation for FinR's spouse, FR4643 = F4676 and FP4643 = F4643 In Version 1 of HRS 1998 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 (FR/FP) Recoded, Reassigned, or Combined versions of variables ● ● ● ● ● ● ● Who worked for pay last year Who receives transfer, IRA/pension, trust income Whose parents an inheritance is from Derived categorical bracket variables Random entry points for unfolding bracket questions Preloads for random entry points for unfolding bracket questions How much income last year (rent, own); business/farm, dividends/interest file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (1 of 41)12/22/2003 7:40:14 AM Financial Variables Added ● ● ● Income last calendar year derived from monthly income questions-veteran benefits, social security, SSI, pensions/ annuities, food stamps Income last calendar year variables recoded for missing values Missing income amounts filled from unfolding bracket questions Warnings about skip patterns or data ● ● ● Notes on unfolding bracket questions for self-employment and wages Notes on unfolding bracket questions for other earned income Possible Apparent Discrepancies from Comment Coding 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: ❍ ❍ ❍ ❍ F4629: 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+ F4630: 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 F4629=YES F4631: Did you do any work for pay last year? (if single R<65 OR either R or spouse<65) F4632: 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 ❍ FR4631 R did any work for pay last year ❍ ❍ ❍ FP4631 Spouse/Partner did any work for pay last year ❍ ❍ ❍ 1=Yes if single R and F4629=1, F4630=1 or 3 (FinR or both), or F4631=1 5=No if F4629=5, or F4630=2 (spouse), or F4631=5 8=DK, 9=Ref if F4629=8,9 or F4631=8,9 1=Yes if F4630=2 or 3 (spouse or both), or F4632=1 5=No if F4629=5, or F4630=2 (FinR), or F4632=5 8=DK, 9=Ref if F4629=8,9 or F4632=8,9 .Z=inapplicable (no FinR spouse) If individual is NOT FinR ❍ ❍ ❍ ❍ ❍ ❍ 1=Yes if F4630=2 or 3 (spouse or both), or F4632=1 5=No if F4629=5, or F4630=1 (FinR), or F4632=5 8=DK, 9=Ref if F4629=8,9 or F4632=8,9 1=Yes if F4630=1 or 3 (FinR or both), or F4631=1 5=No if F4629=5, or F4630=2 (spouse), or F4631=5 8=DK, 9=Ref if F4629=8,9 or F4631=8,9 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (2 of 41)12/22/2003 7:40:14 AM Financial Variables Added FR4629 Either R or spouse did any work for pay last year FR4630 Who did any work for pay last year ❍ ❍ ❍ ❍ ❍ ❍ ❍ =1, if FR4631=1 or FP4631=1 =5, if FR4631=5 and, if FinR married/partnered, FP4631=5 8=DK, 9=Ref, from FR4631=8,9 or FP4631=8,9 =1, if FR4631=1 and (single R or FP4631 not equal 1) =2, if FP4631=1 and FR4631 not equal 1 =3, if FR4631=1 and FP4631=1 8=DK, 9=Ref, from FR4631=8,9 or FP4631=8,9 Who receives transfer, IRA/pension, trust income Each type of transfer income, and the retirement pension and annuity income questions begin with 2 variables: A. Was any income of this type received? B. If yes, who received it? In questions about IRA or Keogh accounts (the first and second largest) the question is asked: Is that yours or your spouse's account? 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 FRnnnn version which is recoded to be relative to "self". For example, F4703 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, FR4703 would be set to F4703 exactly as it is. For FinR's spouse, FR4703 would be set to F4703 with the following recoding: Set FR4703 to 2, if F4703=1 Set FR4703 to 1, if F4703=2 The variables listed below are recoded in this way when assigned to their FR versions: Original Variable Self (FR) Variable F4703 FR4703 Description J22.WHO RECD UNEMPL COMP file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (3 of 41)12/22/2003 7:40:14 AM Financial Variables Added F4722 FR4722 J34.WHO RECD WORKERS COMP F4744 FR4744 J46.WHO RECEIVE SOC SEC INCOME F4782 FR4782 J60.WHO RECEIVED SSI F4797 FR4797 J65.WHO RECD WELFARE F4802 FR4802 J68.VET WHO REC F4886 FR4886 J92.WHO IRA ACCOUNT F4908 FR4908 J99.INTRO IRA ACCOUNT-2 F4929 FR4929 J106.INTRO IRA-3 F4946 FR4946 J111.IRA WHO RECD F4970 FR4970 J128.WHO RECD PENSION F5024 FR5024 J164.WHO RECD ANNUITY F5470M1 thru F5470M4 FR5470M1 thru J296.RELATION TRUSTS FR5470M4 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 F5514, F5521, and F5528. We created an FRnnnn version which is recoded to be relative to "self". For example, FR5514=1 if the inheritance is from FinR's parents, =2 if it is from FinR's spouse's parents. For FinR, FR5514 would be set to F5514 exactly as it is. For FinR's spouse, FR5514 would be set to F5514 with the following recoding: ❍ ❍ Set FR5514 to 2 (spouse's parents), if F5514=1 (FinR's parents) Set FR5514 to 1 (own parents), if F5514=2 (FinR's spouse's parents) The variables recoded in this way are: Original Variable Self (FR) Variable F5514 FR5514 J310.WHO FROM F5521 FR5521 J316.WHO FROM F5528 FR5528 J322.WHO FROM Description Derived categorical bracket variables When a respondent is asked for an amount for certain variables, and doesn't know or refuses to answer, a series of file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (4 of 41)12/22/2003 7:40:14 AM Financial Variables Added unfolding bracket questions are asked. Each question asks whether the amount is more or less than a particular amount. If the respondent says it is more, then another question asks about a higher amount. If the response is less, the next question asks about a lower amount. In this way one can determine the range that the amount lies in, even if the exact amount was not given. The individual series of unfolding bracket questions comes as a series of variables from HRS. On this file, they are summarized in a categorical bracket variable. 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, F4851 is the first unfolding bracket question asked if the FinR doesn't know or refuses to provide an amount for rental income wages last year: Did it amount to less than $50,000, more than $50,000 or what? Depending on the answer, one of two follow-up questions are asked: (i) F4852: is it more or less than $75,000? or (ii) F4853: is it more or less than $25,000? There are three possible answers to each of these questions: less than (1), more than (5), and about the given amount (3), for instance, about $25,000. F4851B summarizes the codes in these three variables: 1:0-25000 if F4851=1 and F4853=1 2:about 25000 else if F4851=1 and F4853=3 3:25000-50000 else if F4851=1 and F4853=5 4:0-50000 else if F4851=1 and F4853 in (7,8,9) 5:about 50000 else if F4851=3 6:50000-75000 else if F4851=5 and F4852=1 7:about 75000 else if F4851=5 and F4852=3 8:75000+ else if F4851=5 and F4852=5 9:50000+ else if F4851=5 and F4852 in (7,8,9) 98:DK/RF else if F4851 in (7,8,9) Categorical bracket variables were derived whenever unfolding bracket questions were asked. See Derived categorical bracket variables for a complete list. SAS formats are provided for all derived categorical bracket variables. The SAS formats provide the meanings for each variable code. Random entry points for unfolding bracket questions For some of the series of unfolding bracket questions, a random entry point was assigned to each respondent, so as to prevent anchoring effects. The entry point, or first question, could be a low, medium, or high value. In the case of other real estate, the first and subsequent questions are shown below for each of the three possible entry points. Entry Point Is it less or more than ...? Question 1 Question 2 Question 3 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (5 of 41)12/22/2003 7:40:14 AM Question 4 Financial Variables Added Low F4832: $2,500 if Q1 = more than, F4833: $125,000 if Q2 = more, F4834: $500,000 if Q3 = more, F4835: $1,000,000 Medium F4833: $125,500 if Q1 = more, F4834: $500,000 if Q2 = more, F4835: $1,00,000 if Q1 = less, F4837: $2,500 High F4834: $500,000 if Q1 = more,F4835: $1,000,000 if Q1 = less, F4836: $125,000 if Q3 = less, F4837: $2,500 leading to the following categorical bracket variable values in F4832B: Bracket Low Entry Pt Medium Entry Pt High Entry Pt 1:0-2500 F4832=5 F4837=5 F4837=5 2:about 2500 F4832=3 F4837=3 F4837=3 3:2500-125000 F4832=1,F4833=5 F4833=5,F4837=1 F4836=5,F4837=1 4:0-125000 NA F4833=5,F4837=(7,8,9) F4836=5,F4837=(7,8,9) 5:about 125000 F4833=3 F4833=3 F4836=3 6:125000-500000 F4833=1,F4834=5 F4833=1,F4834=5 F4834=5,F4836=1 7:0-500000 NA NA F4834=5,F4836=(7,8,9) 8:about 500000 F4834=3 F4834=3 F4834=3 9:5000001000000 F4834=1,F4835=5 F4834=1,F4835=5 F4834=1,F4835=5 10:about 1000000 F4835=3 F4835=3 F4835=3 11:1000000+ F4835=1 F4835=1 F4835=1 12:500000+ F4834=1,F4835=(7,8,9) F4834=1,F4835=(7,8,9) F4834=1,F4835=(7,8,9) 13:125000+ F4833=1,F4834=(7,8,9) F4833=1,F4834=(7,8,9) NA 14:2500+ F4832=1,F4833=(7,8,9) NA NA 98:DK/RF F4832=(7,8,9) F4834=(7,8,9) F4833=(7,8,9) Preloads for random entry points for unfolding bracket questions Preloaded randomized values determined which entry point was used. Though these preloads are available in the original data, they do not correspond to the actual questions asked as observed in the data. On this file, the actual entry point was derived based on the skip patterns observed in the data. The original values are kept but renamed. For example, F117_1 was the original preload variable giving the random entry point for the other real estate unfolding bracket questions. This has been renamed as _F117_1, and the derived variable giving the actual entry point is F117. The categorical bracket variables which incorporate a random entry point are listed below, along with their corresponding random entry point variables. The random entry point variables have values of 1 for Low, 2 for Medium, and 3 for High. The derived variables are missing if the unfolding bracket questions were not asked. Description E10. NURHM OR HOSP R PAY $-Bkt Bracket Variable Entry Point Variable (derived) F2306B F125 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (6 of 41)12/22/2003 7:40:14 AM Financial Variables Added E18A.DOCTOR/OUT/DENTAL R PAY $-Bkt F2338B F126 E21A.PRESCR R PAY $-Bkt F2348B F127 E26.TOTAL COST MEDICAL- Bkt Varied amounts with random bkt entry F2383B F122 F6.HOME VALUE $-Bkt F2761B F128 J6.R HOW MUCH SELF-EMPLOYMENT-Bkt F4635B F111 J8.R HOW MUCH WAGES AND SALARY-Bkt F4644B F112 J77.(J15)REAL ESTATE $-Bkt F4832B F117 J84.(J18)BUSINESS OR FARM $-Bkt F4858B F119 J93.(J22-2)TOTAL $ IRA ACCOUNT-Bkt F4889B F113X1 J100.(J22-2)TOTAL $ IRA ACCOUNT-2-Bkt F4910B F113X2 J107.(J22-3)TOTAL $ IRA ACCOUNT-3-Bkt F4931B F113X3 J208.(J37)TOTAL $ STOCKS-Bkt F5101B F114 J216.(J41)TOTAL $ BONDS-Bkt F5144B F115 J223.(J44)TOTAL $ CHECKING, SAVINGS-Bkt F5187B F116 J230.(J48)TOTAL $ CD-Bkt F5226B F118 J238.(J51A)TRANSPORTATION-Bkt F5262B F120 J240.(J53)OTHER ASSETS $-Bkt F5275B F124 J303.(J82)DEBTS $-Bkt F5488B F121 R97.POLICIES FACE VALUE-2+ POLICIES-Bkt F6019B F129 R102.FACE VAL CANCELLED LIFE INS POLBkt F6035B F130 Varied amounts in individual questions depending on random bracket entry, Total Medical Expenditures For the unfolding bracket questions on total medical expenditures (F2383), the question wording in the codebook varies based on the random entry preload variable (F122) as follows: ❍ ❍ ❍ ❍ ❍ F2383 = less or more than $1,000/$25,000 F2384 = less or more than $5,000 F2385 = less or more than $1,000/$25,000 F2386 = less or more than $100,000 F2387 = less or more than $500,000 Looking at the actual questions asked and skip patterns based on answers it appears that the wording differs from that in the codebook for F2383, i.e., that the amount asked about in the first question could be $1,000, $5,000, or $25,000. In addition, it also appears that a change was made to the text and skip pattern, so that respondents with Version 1 of the questionnaire (and 1 case with Version 2) had different wording for F2384, i.e., the amount asked about was $5,000. From these skip patterns and questionnaire version, F122 was set to 0, 1, 2, or 3, with the following question wordings: F122 Unfolding bracket variable Asked more or less than... file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (7 of 41)12/22/2003 7:40:14 AM Financial Variables Added F122=0.Early Qnaire version F122=1.Low Entry Point F2383 $5,000 F2384 $1,000 F2385 $25,000 F2386 $100,000 F2387 $500,000 F2383 $1,000 F2384 $5,000 F2385 $25,000 F2386 $100,000 F2387 $500,000 F2383 $5,000 F2384 ALWAYS SKIPPED if F2383=1 (less), $1,000 if F2383=5 (more), $25,000 &if F122=2.Medium Entry Point F2385 F122=3.High Entry Point F2386 $100,000 F2387 $500,000 F2383 $25,000 F2384 $5,000 F2385 $1,000 F2386 $100,000 F2387 $500,000 Notes on unfolding bracket questions for self-employment and wages The unfolding bracket questions for FinR's self-employment and wages use random entry points, but use a fixed entry point for the spouse. This leads to two different sets of codes for these bracket variables as shown below. When we assign these variables to "self" (FR) and "spouse" (FP) variables, we recode as necessary to use a consistent scheme. So both FR4635 and FP4635 are coded in the same way as F4635, and both FR4644 and FP4644 are coded like F4644 If the source of the FR or FP variable was the spouse variable, i.e., F4671 or F4677, then codes 7-12 are recoded to 8-13, and categories 7 and 14 are not used. The original variables F4671 and F4677 are not recoded. Categorical Bracket Variable Codes Self-Employment FinR: F4635 Sp: F4671 Salary and Wages FinR: F4644 Sp: F4677 1:0-5000 1:0-5000 1:0-5000 1:0-5000 2:about 5000 2:about 5000 2:about 5000 2:about 5000 3:5000-10000 3:5000-10000 3:5000-25000 3:5000-25000 4:0-10000 4:0-10000 4:0-25000 4:0-25000 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (8 of 41)12/22/2003 7:40:14 AM Financial Variables Added 5:about 10000 5:about 10000 5:about 25000 5:about 25000 6:10000-25000 6:10000-25000 6:25000-50000 6:25000-50000 7:0-25000 7:0-50000 8:about 25000 7:about 25000 8:about 50000 7:about 50000 9:25000-100000 8:25000100000 9:50000-100000 8:50000100000 10:about 100000 9:about 100000 10:about 100000 9:about 100000 11:100000+ 10:100000+ 11:100000+ 10:100000+ 12:25000+ 11:25000+ 12:50000+ 11:50000+ 13:10000+ 12:10000+ 13:25000+ 12:25000+ 14:5000+ 98:DK/RF 14:5000+ 98:DK/RF 98:DK/RF 98:DK/RF 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: F4665: Was it more than $5,000? F4666: Was it more than $25,000? F4667: Was it more than $50,000? F4668: Was it more than $2,500? [see note about wording discrepancy below] For the FinR's spouse: F4697: Was it more than $20,000? F4698: Was it more than $50,000? F4699: Was it more than $100,000? F4700: Was it more than $5,000? We assign these to two different sets of bracket variables for self and spouse. For example, FR4665BA and FP4665BA are assigned from F4665B which summarizes F4665-F4668, and FR4665BB and FP4665BB are assigned from F4697B which summarizes F4697-F4700: Original variable For FinR For nonFinR F4665B FR4665BA FP4665BA F4665 FR4665_A FP4665_A F4666 FR4666_A FP4666_A F4667 FR4667_A FP4667_A F4668 FR4668_A FP4668_A F4697B FP4665BB FR4665BB F4697 FP4665_B FR4665_B F4698 FP4666_B FR4666_B file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (9 of 41)12/22/2003 7:40:14 AM Financial Variables Added F4699 FP4667_B FR4667_B F4700 FP4668_B FR4668_B Possible Apparent Discrepancies from Comment Coding In HRS 1996 there were some apparent inconsistencies in the bracket variables. For example, some cases had both a continuous value (NOT Don't Know or Refused), but had unfolding bracket information as well, which may or may not have agreed 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. We did not check whether this was the case for this wave of HRS, but should the analyst see such apparent discrepancies in the data, she would have to decide whether to take the continuous value corrected as determined by the comment coder or to use the respondent's answers to the unfolding brackets. Derived categorical bracket variables Description Bracket Variable Notes B15A.INCONTINENCE DAYS-Bkt F1222B D77A.R CARE HRS-Bkt F1835B D77D.SPOUSE HRS-Bkt F1846B D145B.MONEY REL GAVE-Bkt #1 F2019B1 F2019B2 Family Variable Assignments D147B.R-PARENT CARE-Bkt #1 F2031B1 F2031B3 How much help R and Spouse gave to own parents and in-laws D147E.SP-PARENT CARE-Bkt #1 F2034B1 F2034B3 How much help R and Spouse gave to own parents and in-laws D149B.R-PARENT CARE-Bkt #1 F2049B1 F2049B3 How much help R and Spouse gave to own parents and in-laws D149E.SP-PARENT CARE-Bkt #1 F2052B1 F2052B3 How much help R and Spouse gave to own parents and in-laws D150B.ASSISTANCE-Bkt #1 F2061B1 F2061B2 Family Variable Assignments D145B-2.MONEY REL GAVE-Bkt #1 F2181B1 F2181B2 Family Variable Assignments D147B-2.R-PARENT CARE-Bkt #1 F2193B1 F2193B3 How much help R and Spouse gave to own parents and in-laws D147E-2.SP-PARENT CARE-Bkt #1 F2196B1 F2196B3 How much help R and Spouse gave to own parents and in-laws D149B-2.R-PARENT CARE-Bkt #1 F2211B1 F2211B2 How much help R and Spouse gave to own parents and in-laws file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (10 of 41)12/22/2003 7:40:14 AM Financial Variables Added D149E-2.SP-PARENT CARE-Bkt #1 F2214B1 F2214B2 How much help R and Spouse gave to own parents and in-laws D150B-2.ASSISTANCE-Bkt #1 F2223B1 F2223B2 Family Variable Assignments D151A.HOW MUCH-Bkt F2231B D152A.HOW MUCH-Bkt F2235B E10. NURHM OR HOSP R PAY $-Bkt F2306B Random entry points for unfolding bracket questions E18A.DOCTOR/OUT/DENTAL R PAY $-Bkt F2338B Random entry points for unfolding bracket questions E21A.PRESCR R PAY $-Bkt F2348B Random entry points for unfolding bracket questions E24A.SPECIAL R PAY $-Bkt F2365B E26.TOTAL COST MEDICAL- Bkt F2383B E172.VOL HELP-Bkt F2679B E173.HELP FRIENDS-Bkt F2682B F5B.MOBILE HOME VALUE $-Bkt F2754B F6.HOME VALUE $-Bkt F2761B F7D.$ OWE ON MORTGAGE-Bkt F2774B F9C.$ OWN ON 2ND MORTGAGE-Bkt F2781B F10E.$ OWN ON LOAN-Bkt F2788B F13.REAL ESTATE TAX-Bkt F2810B F14A.RENT PER-Bkt F2821B F21D.HOW MUCH LUMP_SUM-Bkt F2845B F21M.ASSOC FEE PER-Bkt F2853B F46F.$ VALUE 2ND HOME-Bkt F2951B F47A.TOT $ OWED ALL MRTGS/LOANS-2NDBkt F2963B F53.REAL ESTATE TAX-2-Bkt F2998B Random entry points for unfolding bracket questions Random entry points for unfolding bracket questions file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (11 of 41)12/22/2003 7:40:14 AM Financial Variables Added F4635B Random entry points for unfolding bracket questions Missing income amounts filled from unfolding bracket questions Notes on unfolding bracket questions for self-employment and wages F4644B Random entry points for unfolding bracket questions Missing income amounts filled from unfolding bracket questions Notes on unfolding bracket questions for self-employment and wages F4653B Missing income amounts filled from unfolding bracket questions F4659B Missing income amounts filled from unfolding bracket questions F4665B Missing income amounts filled from unfolding bracket questions Notes on unfolding bracket questions for other earned income F4671B Income Variables Assigned to Self/Spouse-Partner Variables Notes on unfolding bracket questions for self-employment and wages F4677B Income Variables Assigned to Self/Spouse-Partner Variables Notes on unfolding bracket questions for self-employment and wages J18.SP HOW MUCH PROF PRACTICE/TRADE-Bkt F4684B Income Variables Assigned to Self/Spouse-Partner Variables J19A.SP HOW MUCH TIPS/BONUSES/COMMISBkt Income Variables Assigned to Self/Spouse-Partner Variables J6.R HOW MUCH SELF-EMPLOYMENT-Bkt J8.R HOW MUCH WAGES AND SALARY-Bkt J10.R HOW MUCH PROF PRACTICE/TRADE-Bkt J11A.R HOW MUCH TIPS/BONUSES/COMMISSBkt J12A.HOW MUCH OTHER INCOME LCY-Bkt J14.SP HOW MUCH SELF-EMPLOYMENT-Bkt J16.SP HOW MUCH WAGES AND SALARY-Bkt F4691B file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (12 of 41)12/22/2003 7:40:14 AM Financial Variables Added F4697B Income Variables Assigned to Self/Spouse-Partner Variables Notes on unfolding bracket questions for other earned income J47.(JX2)R AMT RECVD SS LAST MO-Bkt F4746B Missing income amounts filled from unfolding bracket questions J50A1.(JX5)SP HOW MUCH SS BENEFITS-Bkt F4757B Income Variables Assigned to Self/Spouse-Partner Variables F4784B Missing income amounts filled from unfolding bracket questions J69.(J13A)R VET BENEFIT LAST MONTH-Bkt F4806B Missing income amounts filled from unfolding bracket questions J72.(J13N)AMT SP VET BEN LAST MO-Bkt F4819B Income Variables Assigned to Self/Spouse-Partner Variables J77.(J15)REAL ESTATE $-Bkt F4832B Random entry points for unfolding bracket questions J82.(J16C)RENTAL RECEIVE $ LCYEAR-Bkt F4851B Missing income amounts filled from unfolding bracket questions J84.(J18)BUSINESS OR FARM $-Bkt F4858B Random entry points for unfolding bracket questions J89.(J19D)BUS/FARM INCOME $ LCYEAR-Bkt F4878B Missing income amounts filled from unfolding bracket questions J93.(J22-2)TOTAL $ IRA ACCOUNT-Bkt F4889B Random entry points for unfolding bracket questions J95P.IRA WITHDRAW PER-Bkt F4901B J100.(J22-2)TOTAL $ IRA ACCOUNT-2-Bkt F4910B J102P.IRA WITHDRAW PER-2-Bkt F4922B J107.(J22-3)TOTAL $ IRA ACCOUNT-3-Bkt F4931B J109P.IRA WITHDRAW PER-3-Bkt F4941B J132.(J30D)AMT PENSION LAST MONTH-Bkt #1 F4975B1 F4975B2 J20A.SP HOW MUCH OTHER INCOME-Bkt J61.(J11)R/S SSI $-Bkt Random entry points for unfolding bracket questions Random entry points for unfolding bracket questions Missing income amounts filled from unfolding bracket questions file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (13 of 41)12/22/2003 7:40:14 AM Financial Variables Added J148.(J31D)AMT PENSION LAST MONTH-Bkt #1 F4998B1 F4998B2 Income Variables Assigned to Self/Spouse-Partner Variables J168.(J33D)AMT ANNUITY INC-Bkt #1 F5030B1 F5030B2 Missing income amounts filled from unfolding bracket questions J181.(J35C)AMT ANNUITY INC SP-Bkt #1 F5059B1 F5059B2 Income Variables Assigned to Self/Spouse-Partner Variables J208.(J37)TOTAL $ STOCKS-Bkt F5101B Random entry points for unfolding bracket questions J213.STOCK INCOME $ LCYEAR-Bkt F5124B Missing income amounts filled from unfolding bracket questions J216.(J41)TOTAL $ BONDS-Bkt F5144B Random entry points for unfolding bracket questions J221.(J19D)BUS/FARM INCOME $ LCYEAR-Bkt F5167B Missing income amounts filled from unfolding bracket questions J223.(J44)TOTAL $ CHECKING, SAVINGS-Bkt F5187B Random entry points for unfolding bracket questions J228.(J19D)CHECKING INCOME $ LCYEAR-Bkt F5206B Missing income amounts filled from unfolding bracket questions J230.(J48)TOTAL $ CD-Bkt F5226B Random entry points for unfolding bracket questions J236.CD INCOME $ LCYEAR-Bkt F5249B Missing income amounts filled from unfolding bracket questions J238.(J51A)TRANSPORTATION-Bkt F5262B Random entry points for unfolding bracket questions J240.(J53)OTHER ASSETS $-Bkt F5275B Random entry points for unfolding bracket questions J242.(J55)OTHER ASSETS INCOME $-Bkt F5284B Missing income amounts filled from unfolding bracket questions J267A.(M6-14) SPENT LAST MONTH-Bkt F5363B J274.(J67)AMT HU MEMBERS INCOME-Bkt F5386B J277.(J69)AMT ASSETS OTH HHMEM-Bkt F5394B J299.(J80B)$ TRUSTS-Bkt F5474B J299F.$ TRUSTS NOT PREVIOUSLY REPRTD-Bkt F5481B file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (14 of 41)12/22/2003 7:40:14 AM Financial Variables Added J303.(J82)DEBTS $-Bkt F5488B N2. PURCHASE PRICE-Bkt F5570B N4. SELLING PRICE-Bkt F5576B N6. PREVIOUS HOME PURCHASE PRICE-Bkt F5582B N10. IMPROVEMENT COST-Bkt F5594B N12. PURCHASE PRICE-Bkt F5600B N14. REAL ESTATE SOLD-Bkt F5605B N16. BUY MORE/LESS THAN SOLD-Bkt F5610B N18. IMPROVEMENT COST-Bkt F5615B N20. IMPROVEMENT COST-Bkt F5620B N22. SELLING PRICE-Bkt F5625B N25. HOW MUCH-Bkt F5634B N26. INCLUDING AUTOMATIC REINVESTMNTBkt F5638B N28. HOW MUCH-Bkt F5643B N30. VALUE OF ASSETS-Bkt F5693B N31. VALUE OF DEBTS-Bkt F5697B N33. VALUE OF ASSETS-Bkt F5702B N34. VALUE OF DEBTS-Bkt F5706B R97.POLICIES FACE VALUE-2+ POLICIES-Bkt F6019B R100A.FACE VAL NEW LIFE INS POLICIES-Bkt F6029B R102.FACE VAL CANCELLED LIFE INS POL-Bkt F6035B Random entry points for unfolding bracket questions Random entry points for unfolding bracket questions Random entry points for unfolding bracket questions How much income from assets last year (rent, own business/farm, dividends/interest) For income from assets, such as rent and dividend income, the questions asked: ■ ■ ■ ■ ■ ■ ■ A. Do you own [this asset]? B. Did you receive any? C. [If B. = Yes or Other] How often did you receive that, or How often is that paid? D. [If C. is a specific period, e.g., monthly, and less than a year] About how much did you receive last time? E. [If D. is not skipped or DK/RF] Did you get about the same amount each time? F. [If E. is yes, SKIP this question] About how much did you receive in the last year? G. [If F. is DK/RF, 9999998/9999999] About how much did you receive in the last year, in unfolding brackets? file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (15 of 41)12/22/2003 7:40:14 AM Financial Variables Added The amount received last year [F.] is skipped if the same amount was received each period [E. = 1=yes]. We made a new variable that fills the amount received last year with the answer to F if given, or with the amount calculated from C and D if E=yes, as follows: ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ if A. is missing then amount last year=.A if A. indicates no asset is owned then amount last year=.Z if B. is missing then amount last year=.A if B. indicates no income is received then amount last year=.Z if C. or D. is missing then E. is skipped and amount last year=answer to F. if E. not equal Yes, i.e., if didn't get the same amount each time, then amount last year=answer to F. if E.=1, Yes, and C.=1, weekly, then amount last year= 52 X D. if E.=1, Yes, and C.=2, twice a month, then amount last year= 24 X D. if E.=1, Yes, and C.=3, monthly, then amount last year= 12 X D. if E.=1, Yes, and C.=4, quarterly, then amount last year= 4 X D. if E.=1, Yes, and C.=5, every 6 months, then amount last year= 2 X D. if new amount last year > 9999996 then save new amount last year and set new amount last year to 9999996. if F. is 9999998 then amount last year=.X, don't know if F. is 9999999 then amount last year=.Y, refused The maximum amount specified in F is 9999996. The last step limits the calculated new amount last year to this same maximum. If the calculated new amount last year is larger, it is saved in another variable. This did not occur for any of the calculated asset income this wave. We did not fill the "bracket" variable. However we did fill the amount received last year from the corresponding bracket variable, if the response to an unfolding bracket question was "about" the bracket amount. For example if F4851B=2.about $25,000, then F4849R was filled as 25,000. See Continuous amounts filled from unfolding bracket questions. Also note that both F. and the new filled variable can have values of: ■ ■ ■ 9999997=Other 9999998=Don't know (G. brackets asked, if F. asked) 9999999=Refused (G. brackets asked, if F. asked) The variables used to derive the amount of asset income received last year are: D. F. E.Do About About Saved G.About you get New C.How how how how calculated about variable: much A.Do B.Any often much much new the amount Description you income do you did did amount did you same received own... from... receive you you last year, receive amount last year that? receive receive last yearif over each (filled) last last 9999996 brackets? time? time? year? Rental Income F4830 F4845 F4846 F4847 F4848 F4849 F4849R N/A file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (16 of 41)12/22/2003 7:40:14 AM F4851B Financial Variables Added Business or Farm Income F4856 F4872 F4874 F4875 F4877 F4877R N/A F4878B Stocks or Mutual Funds Dividends or Interest F5119 [NOTE: weekly and F5099 F5118 F5120 twice a month are not options] F5121 F5122 F5122R N/A F5124B F5163 F5164 F5165 F5165R N/A F5167B F5202 [NOTE: weekly and F5203 F5185 F5201 twice a month are not options] F5204 F5205 F5205R N/A F5206B F5244 CDs, [NOTE: Government weekly Bonds, and Treasury F5224 F5243 F5245 twice a Bills month Dividends are not or Interest options] F5246 F5247 F5247R N/A F5249B F4873 F5162 Bonds or [NOTE: Bond Funds weekly F5142 F5161 Dividends is not or Interest an option] Checking, Savings, Money Market Funds Dividends or Interest Income last calendar year derived from monthly income questions-veteran benefits, social security, SSI, pensions/annuities, food stamps For some types of income the amount of monthly income was asked along with questions to determine the number of months it was received in the last calendar year (LCY). Variables were derived using the months and monthly amount to determine LCY income. Missing value codes were translated to SAS missing codes as follows: ■ ■ ■ ■ ■ SAS special missing codes: other (9...97) => .W don't know (9...98) => .X refused (9...99) => .Y number of months missing => .D no income (amount missing and lead-in question indicates no income) => .Z file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (17 of 41)12/22/2003 7:40:14 AM Financial Variables Added ■ missing whether any income => .A The method used to determine whether any income was received and for how many months in the last year varies with the way the questions were asked. If unfolding bracket questions were asked and the response indicated that the monthly amount was "about" the bracket amount, then the monthly amount was filled with that amount. For example, if F4784B=2.about $250, then F4783r was filled as 250. See Missing income amounts filled from unfolding bracket questions. The derived variables include the montly and yearly amounts and number of months received LCY. The variables for which the amount received last year was derived are: Description Any income? F4743 (Yes=1) Social and Security - R FR4744 (R = 1 or 3) Social Security Spouse F4743 (Yes=1) and FR4744 (Spouse = 2 or 3) Amount per month FR4745 FP4745 Amount per monthbrackets Derived monthly income FR4746B FR4745R FP4746B FP4745R Which months received LCY Derived months received FR4751, FR4750 Start month, year assumed since last interview if missing FR4745F =1 if monthly income over 1500 =9 if missing =.Z if no income FR4745M FR4745A FR4745AF =1 if annual income over 60,000 =.Z if missing FP4751, FP4750 Start month, year assumed since last interview if missing FP4745F =1 if monthly income over 1500 =9 if missing =.Z if no income FP4745A FP4745AF =1 if annual income over 60,000 =.Z if missing FP4745M file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (18 of 41)12/22/2003 7:40:14 AM Derived annual income Flags (if any) Financial Variables Added SSI (Household) F4781 (Yes=1) F4801 (Yes=1) Veteran's and Benefits - R FR4802 (R = 1 or 3) F4783 FR4803 F4784B F4783R FR4806B FR4803R F4788, F4787 Start month, year assumed since last interview if missing FR4812, FR4811 Start month, year assumed since last interview if missing F4783M F4783A F4783F =1 if monthly income over 750 for couple =1 if monthly income over 500 for single =9 if missing =.Z if no income F4783AF =1 if annual income over 60,000 =.Z if missing FR4803F =1 if monthly income over 5500 =9 if missing =.Z if no income FR4803M FR4803A FR4803AF =1 if annual income over 60,000 =.Z if missing file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (19 of 41)12/22/2003 7:40:14 AM Financial Variables Added Veteran's Benefits Spouse Food Stamps (Household) F4801 (Yes=1) and FR4802 (Spouse = 2 or 3) FP4803 F5348 (Yes=1) F5356 (if stopped receiving) or F5358 (if still receiving) FP4806B FP4803R FP4812, FP4811 Start month, year assumed since last interview if missing FP4803M FP4803F =1 if monthly income over 1500 =9 if missing =.Z if no FP4803A income FR4803AF =1 if annual income over 60,000 =.Z if missing F5349, F5350, F5351, F5356A no checks no F5356R F5353M1- F5356M done brackets or F5358R F5353M29 or F5358M or F5358A See note below. Pensions R, #1 FR4984_1, FR4983_1 F4969 Start (Yes=1) month, no checks and FR4974_1 FR4975B1 FR4974R1 year FR4974M1 FR4974A1 done FR4970 (R assumed = 1 or 3) since last interview if missing Pensions R, #2 FR4984_2, FR4983_2 F4969 Start (Yes=1) month, no checks and FR4974_2 FR4975B2 FR4974R2 year FR4974M2 FR4974A2 done FR4971 (# assumed pensions > since last 1) interview if missing Pensions R, #3 F4969 (Yes=1) and FR4971 (# pensions > 2) FR4992 no bracket FR4992R no months FR4992M FR4992A file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (20 of 41)12/22/2003 7:40:14 AM no checks done Financial Variables Added FP4984_1, FP4983_1 Start month, no checks FP4974_1 FP4975B1 FP4974R1 year FP4974M1 FP4974A1 done assumed since last interview if missing Pensions Spouse, #1 F4969 (Yes=1) and FR4970 (Spouse = 2 or 3) Pensions Spouse, #2 FP4984_2, FP4983_2 F4969 Start (Yes=1) month, and no checks FP4974_2 FP4975B2 FP4974R2 year FP4974M2 FP4974A2 FP4971 (# done assumed pensions > since last 1) interview if missing Pensions Spouse, #3 F4969 (Yes=1) and FP4971 (# pensions > 2) FP4992 no bracket FP4992R no months FP4992M FP4992A no checks done FR5036_1, FR5035_1 F5023 Start (Yes=1) month, Annuities no checks and year FR5029_1 FR5030B1 FR5029R1 FR5029M1 FR5029A1 R, #1 done FR5024 (R assumed = 1 or 3) since last interview if missing Annuities R, #2 FR5036_2, FR5035_2 F5023 Start (Yes=1) month, and no checks FR5029_2 FR5030B2 FR5029R2 year FR5029M2 FR5029A2 FR5025 (# done assumed Annuities since last > 1) interview if missing Annuities R, #3 F5023 (Yes=1) and FR5025 (# Annuities > 2) FR5051 no bracket FR5051R no months FR5051M FR5051A file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (21 of 41)12/22/2003 7:40:14 AM no checks done Financial Variables Added FP5036_1, FP5035_1 Start month, no checks FP5029_1 FP5030B1 FP5029R1 year FP5029M1 FP5029A1 done assumed since last interview if missing Annuities Spouse, #1 F5023 (Yes=1) and FR5024 (Spouse = 2 or 3) Annuities Spouse, #2 FP5036_2, FP5035_2 F5023 Start (Yes=1) month, and no checks FP5029_2 FP5030B2 FP5029R2 year FP5029M2 FP5029A2 FP5025 (# done assumed Annuities since last > 1) interview if missing Annuities Spouse, #3 F5023 (Yes=1) and FP5025 (# Annuities > 2) FP5051 no bracket FP5051R no months FP5051M F4945 F4949 (Yes=1) Annuities (amt) per and converted F4947M1- F4950 no bracket from IRA (period) F4947M3 Both (Converted see note if any = 2) not derived F4955, F4956 Start month, year assumed since last not derived interview if missing annual amount prorated if began in LCY Number of months received food stamps The number of months food stamps were received could be given in several ways: ■ ■ ■ ■ if F5349=1, since last interview if F5349=2, since month (F5350) and year (F5351) if F5349=3, until month (F5350) and year (F5351) if F5349=4, months specified in F5353M1-F5353M29 if month code=38, then all of 1997 if month code=39, then all of 1998 month codes of 16-27 correspond to months in 1997 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (22 of 41)12/22/2003 7:40:14 AM FP5051A no checks done &iranyr no checks done Financial Variables Added month codes of 28-34 correspond to months up to July 1998 All these possibilities were compared to the last calendar year and the number of months was calculated appropriately. For those with 1999 interviews, there was no information on the months from August to December of their LCY (1998). For these months we assumed that if food stamps were received in July 1998, they were also received in those months. However, none of these cases reported receiving food stamps in July 1998. IRA converted to annuity: calculated annual amount For IRA's converted to annuities, the amount received is given along with how often it is received. To derive the annual amount we used the following: ■ ■ ■ ■ ■ ■ F4950=1.weekly, F4949 * 52 F4950=2.twice monthly, F4949 * 24 F4950=3.monthly, F4949 * 12 F4950=4.quarterly, F4949 * 4 F4950=5.semi-annually, F4949 * 2 F4950=6.annually, F4949 Income last calendar year variables recoded for missing values Income components other than those from assets and those converted to annual income from monthly reports were simply recoded for missing values. Missing value codes were translated to SAS missing codes as follows: ■ ■ ■ ■ ■ SAS special missing codes: other (9...97) => .W don't know (9...98) => .X refused (9...99) => .Y no income (amount missing and lead-in question indicates no income) => .Z missing whether any income => .A The variables for which this was done are listed below. Description Any Income Amount Recoded Amount For R: FR4704 FR4704R Unemployment Income F4702 (any) and FR4703 (who received) Notes If neither R nor spouse worked for pay last calendar year, as reported in F4629, this question was not asked. If no one worked for pay, the recoded variable is set to . Z, assuming no file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (23 of 41)12/22/2003 7:40:14 AM Financial Variables Added income of this type. For Spouse: FP4704 FP4704R For R: FR4723 FR4723R Workers Compensation F4721 (any) and FR4722 (who received) For Spouse: FP4723 FP4723R Income from Other Assets F5273 F5283 F5283R Trust Income F5323 F5324 F5324R Alimony F5327 F5328 F5328R Other Household Income F5334 F5335 F5335R If neither R nor spouse worked for pay last calendar year, as reported in F4629, this question was not asked. If no one worked for pay, the recoded variable is set to . Z, assuming no income of this type. If possible, amount filled from unfolding bracket questions Missing income amounts filled from unfolding bracket questions For some types of income, when the continuous amount received was not given a series of unfolding bracket questions asked if it was more than, less than, or about a series of amounts. The answers to these questions can provide at least the range into which the missing income falls. If unfolding bracket questions were asked and a response indicates that the amount was "about" the bracket amount, then the continuous amount was filled with the bracket amount. For example, if F4784B=2.about $250, then F4783R was filled as 250. This was done for the following variables: Description Bracket Amount to be filled Codes used to fill file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (24 of 41)12/22/2003 7:40:14 AM Financial Variables Added J6. HOW MUCH SELF-EMPLOYMENT J8. HOW MUCH WAGES AND SALARY J10. HOW MUCH PROF PRACTICE OR TRADE J11A. HOW MUCH TIPS, BONUSES, COMMISSIO J6. HOW MUCH SELF-EMPLOYMENT J8. HOW MUCH WAGES AND SALARY J10. HOW MUCH PROF PRACTICE OR TRADE J11A. HOW MUCH TIPS, BONUSES, COMMISSIO J12A.HOW MUCH OTHER INCOME LCY J12A.HOW MUCH OTHER INCOME LCY J12A.HOW MUCH OTHER INCOME LCY FR4634R if 2 then 5000 if 5 then 10000 if 8 then 25000 if 10 then 100000 FR4643R if 2 then 5000 if 5 then 25000 if 8 then 50000 if 10 then 100000 FR4652R if 2 then 5000 if 5 then 25000 if 7 then 50000 if 9 then 100000 FR4658R if 2 then 2500 if 5 then 5000 if 7 then 25000 if 9 then 50000 FP4634R if 2 then 5000 if 5 then 10000 if 8 then 25000 if 10 then 100000 FP4643R if 2 then 5000 if 5 then 25000 if 8 then 50000 if 10 then 100000 FP4652R if 2 then 5000 if 5 then 25000 if 7 then 50000 if 9 then 100000 FP4658R if 2 then 2500 if 5 then 5000 if 7 then 25000 if 9 then 50000 FR4665BA FR4664R if 2 then 2500 if 5 then 5000 if 7 then 25000 if 9 then 50000 FR4665BB FR4664R if 2 then 5000 if 5 then 20000 if 7 then 50000 if 9 then 100000 FP4665BA FP4664R if 2 then 2500 if 5 then 5000 if 7 then 25000 if 9 then 50000 FR4635B FR4644B FR4653B FR4659B FP4635B FP4644B FP4653B FP4659B file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (25 of 41)12/22/2003 7:40:14 AM Financial Variables Added FP4665BB FP4664R if 2 then 5000 if 5 then 20000 if 7 then 50000 if 9 then 100000 J47. AMT RECVD SS LAST MO FR4746B FR4745R if 2 then 500 if 5 then 1000 if 7 then 1500 J47. AMT RECVD SS LAST MO FP4746B FP4745R if 2 then 500 if 5 then 1000 if 7 then 1500 J61.R/S SSI $-Miss=. F4784B F4783R if 2 then 250 if 5 then 500 if 7 then 750 FR4803R if 2 then 500 if 5 then 1000 if 7 then 1500 FP4803R if 2 then 500 if 5 then 1000 if 7 then 1500 J12A.HOW MUCH OTHER INCOME LCY J69. VET BENEFIT LAST MONTH J69. VET BENEFIT LAST MONTH J132.AMT PENSION LAST MONTH J132.AMT PENSION LAST MONTH J132.AMT PENSION LAST MONTH J132.AMT PENSION LAST MONTH J168.AMT ANNUITY INC J168.AMT ANNUITY INC J168.AMT ANNUITY INC FR4806B FP4806B FR4975B1 FR4974R1 if 2 then 500 if 5 then 1000 if 7 then 2000 if 9 then 4000 FR4975B2 FR4974R2 if 2 then 500 if 5 then 1000 if 7 then 2000 if 9 then 4000 FP4975B1 FP4974R1 if 2 then 500 if 5 then 1000 if 7 then 2000 if 9 then 4000 FP4975B2 FP4974R2 if 2 then 500 if 5 then 1000 if 7 then 2000 if 9 then 4000 FR5030B1 FR5029R1 if 2 then 500 if 5 then 1000 if 7 then 2000 if 9 then 4000 FR5030B2 FR5029R2 if 2 then 500 if 5 then 1000 if 7 then 2000 if 9 then 4000 FP5030B1 FP5029R1 if 2 then 500 if 5 then 1000 if 7 then 2000 if 9 then 4000 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (26 of 41)12/22/2003 7:40:14 AM Financial Variables Added J168.AMT ANNUITY INC J82.(J16C)RENTAL RECEIV $ LCY J89.(J19D)BUS FP5030B2 FP5029R2 if 2 then 500 if 5 then 1000 if 7 then 2000 if 9 then 4000 F4851B F4849R if 2 then 25000 if 5 then 50000 if 7 then 75000 F4877R if 2 then 2000 if 5 then 5000 if 8 then 20000 if 10 then 50000 F4878B J213.STOCK INCOME $ LCY F5124B F5122R if 2 then 1000 if 5 then 5000 if 7 then 25000 J221.(J19D)BUS F5167B F5165R if 2 then 1000 if 5 then 5000 if 7 then 20000 J228.(J19D)CHECKING INC $ LCY F5206B F5205R if 2 then 1000 if 5 then 2000 if 7 then 5000 F5247R if 2 then 1000 if 5 then 2000 if 7 then 5000 F5283R if 2 then 1000 if 5 then 5000 if 7 then 25000 J236.CD INCOME $ LCY J242.(J55)OTHER ASSETS INC $ F5249B F5284B Income Variables Assigned to Self/Spouse-Partner Variables (FR/FP) 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 Spouse of FinR, Assign FinR variables to ... If R is FinR, Financial Respondent Spouse Variables Assign Spouse variables to ... WORKED FOR PAY (see Who worked for pay last year) J1.R OR SP WORK FOR PAY LCYEAR F4629 FR4629 FR4629 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (27 of 41)12/22/2003 7:40:14 AM If R is Spouse of FinR, Assign Spouse variables to ... Financial Variables Added FR4630 FR4630 Recoded, see Who worked for pay F4631 FR4631 FP4631 F4632 FP4631 FR4631 J5.R SELFEMPLOYMENT LCYEAR F4633 FR4633 FP4633 F4669 FP4633 FR4633 J6.R HOW MUCH SELFEMPLOYMENT F4634 FR4634 FP4634 F4670 FP4634 FR4634 FR4634R FP4634R FP4634R FR4634R F4635B FR4635B FP4635B F4671B FP4635B FR4635B J6A.R DK-5K F4635 FR4635 FP4635 none (missing) FP4635 FR4635 J6A.R DK10,000 F4636 FR4636 FP4636 F4671 FP4636 FR4636 J6B.R DK-25,000 F4637 FR4637 FP4637 F4672 FP4637 FR4637 J2.WHICH WORKED FOR PAY LCYEAR F4630 J3.R WORK FOR PAY LCYEAR SELF-EMPLOYMENT J6. HOW MUCH SELFEMPLOYMENT/ Self-Miss=. Recoded missing values J6.R HOW MUCH SELFEMPLOYMENTBkt Notes on unfolding bracket questions for selfemployment and wages Derived Categorical Bkt Variable Random entry to unfolding bracket Qs Missing amounts filled from brackets file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (28 of 41)12/22/2003 7:40:14 AM Financial Variables Added J6C.R DK100,000 F4638 FR4638 FP4638 F4673 FP4638 FR4638 J6B.R DK-10,000 F4639 FR4639 FP4639 none (missing) FP4639 FR4639 J6D.R DK-5,000 F4640 FR4640 FP4640 F4674 FP4640 FR4640 WAGES AND SALARY LCYEAR J7.R WAGES AND SALARY LCYEAR F4642 FR4642 FP4642 F4675 FP4642 FR4642 J8.R HOW MUCH WAGES AND SALARY F4643 FR4643 FP4643 F4676 FP4643 FR4643 FR4643R FP4643R FP4643R FR4643R F4644B FR4644B FP4644B F4677B FP4644B FR4644B J8A.R DK-5K F4644 FR4644 FP4644 none (missing) FP4644 FR4644 J8A.R DK25,000 F4645 FR4645 FP4645 F4677 FP4645 FR4645 J8B.R DK-50,000 F4646 FR4646 FP4646 F4678 FP4646 FR4646 J8C.R DK100,000 F4647 FR4647 FP4647 F4679 FP4647 FR4647 J8. HOW MUCH WAGES AND SALARY/SelfMiss= Recoded missing values J8.R HOW MUCH WAGES AND SALARYBkt Notes on unfolding bracket questions for selfemployment and wages Derived Categorical Bkt Variable Random entry to unfolding bracket Qs Missing amounts filled from brackets file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (29 of 41)12/22/2003 7:40:14 AM Financial Variables Added J8B.R DK-25,000 F4648 FR4648 FP4648 none (missing) FP4648 FR4648 J8D.R DK-5,000 F4649 FR4649 FP4649 F4680 FP4649 FR4649 PROF PRACTICE OR TRADE LCYEAR J9.R PROF PRACTICE OR TRADE LCYEAR F4651 FR4651 FP4651 F4682 FP4651 FR4651 J10.R HOW MUCH PROF PRACTICE OR TRADE F4652 FR4652 FP4652 F4683 FP4652 FR4652 FR4652R FP4652R FP4652R FR4652R F4653B FR4653B FP4653B F4684B FP4653B FR4653B J10A.R DK25,000 F4653 FR4653 FP4653 F4684 FP4653 FR4653 J10B.R DK50,000 F4654 FR4654 FP4654 F4685 FP4654 FR4654 J10C.R DK100,000 F4655 FR4655 FP4655 F4686 FP4655 FR4655 J10D.R DK5,000 F4656 FR4656 FP4656 F4687 FP4656 FR4656 J10. HOW MUCH PROF PRACTICE OR TRADE/Sel Recoded missing values J10.R HOW MUCH PROF PRACTICE/ TRADE-Bkt Derived Categorical Bkt Variable Missing amounts filled from brackets TIPS, BONUSES, COMMISSION LCYEAR J11.R TIPS, BONUSES, COMMISSION LCYEAR F4657 FR4657 FP4657 F4689 FP4657 FR4657 J11A.R HOW MUCH TIPS, BONUSES, COMMISSIO F4658 FR4658 FP4658 F4690 FP4658 FR4658 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (30 of 41)12/22/2003 7:40:14 AM Financial Variables Added J11A. HOW MUCH TIPS, BONUSES, COMMISSIO/ Recoded missing values FR4658R FP4658R FP4658R FR4658R J11A.R HOW MUCH TIPS/ BONUSES/ COMMISS-Bkt Derived Categorical Bkt Variable Missing amounts filled from brackets F4659B FR4659B FP4659B F4691B FP4659B FR4659B J11B.R DK-5,000 F4659 FR4659 FP4659 F4691 FP4659 FR4659 J11C.R DK25,000 F4660 FR4660 FP4660 F4692 FP4660 FR4660 J11D.R DK50,000 F4661 FR4661 FP4661 F4693 FP4661 FR4661 J11E.R DK-2,500 F4662 FR4662 FP4662 F4694 FP4662 FR4662 J12.R 2ND JOB F4663 FR4663 FP4663 F4695 FP4663 FR4663 J12A.HOW MUCH OTHER INCOME LCY F4664 FR4664 FP4664 F4696 FP4664 FR4664 FR4664R FP4664R FP4664R FR4664R FR4665BF =1 FP4665BF =2 FR4665BF =2 FP4665BF =1 2ND JOB J12A.HOW MUCH OTHER INCOME LCY/ Self-Miss Recoded missing values J12A.OTHER INCM LCY (BktTyp)/ Notes on unfolding bracket questions for other earned income file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (31 of 41)12/22/2003 7:40:14 AM Financial Variables Added J12A.OTHER INCM LCY (BktA)/A) Notes on unfolding bracket questions for other earned income Missing amounts filled from brackets F4665B FR4665BA FP4665BA [FR4665BB [FP4665BB =missing] =missing] F4697B FP4665BB FR4665BB [FP4665BA [FR4665BA =missing] =missing] J12B.$ OTHER INCOME LCY DK-5K/20K F4665 FR4665_A FP4665_A [FR4665_B [FP4665_B =missing] =missing] F4697 FP4665_B FR4665_B [FP4665_A [FR4665_A =missing] =missing] J12C.$ OTHER INCOME LCY DK-25K/50K F4666 FR4666_A FP4666_A [FR4666_B [FP4666_B =missing] =missing] F4698 FP4666_B FR4666_B [FP4666_A [FR4666_A =missing] =missing] J12D.$ OTHER INCOME LCY DK-50K/100K F4667 FR4667_A FP4667_A [FR4667_B [FP4667_B =missing] =missing] F4699 FP4667_B FR4667_B [FP4667_A [FR4667_A =missing] =missing] J12E.$ OTHER INCOME LCY DK-2.5K/5K F4668 FR4668_A FP4668_A [FR4668_B [FP4668_B =missing] =missing] F4700 FP4668_B FR4668_B [FP4668_A [FR4668_A =missing] =missing] RECEIVED UNEMPLOYMENT COMPENSATION J21.WHETHER UNEMPL COMP LCY F4702 J22.WHO RECD UNEMPL COMP F4703 J23.AMT UNEMPL COMP LCY F4704 J23.AMT UNEMPL COMP LCY/SelfMiss=. Recoded missing values FR4703 FR4703 Recoded FR4704 FP4704 FR4704R FP4704R F4712 FP4704 FR4704 FP4704R FR4704R WORKER'S COMPENSATION J33.WHETHER WORKERS COMP LCY F4721 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (32 of 41)12/22/2003 7:40:15 AM Financial Variables Added J34.WHO RECD WORKERS COMP FR4722 FR4722 Recoded FR4723 FP4723 FR4723R FP4723R FR4744 FR4744 Recoded F4745 FR4745 FP4745 J47.(JX2)R AMT RECVD SS / LCY Derived income last calendar year F4745A FR4745A Flag:J47.(JX2)R AMT RECVD SS>60K /LCY Derived income last calendar year F4745AF F4722 J35.AMT WORKERS COMP LCY F4723 FP4723 FR4723 FP4723R FR4723R F4756 FP4745 FR4745 FP4745A F4756A FP4745A FR4745A FR4745AF FP4745AF F4756AF FP4745AF FR4745AF J47. AMT RECVD SS LAST MO/SelfFlag High Derived income last calendar year FR4745F FP4745F FP4745F FR4745F J47. AMT RECVD SS /Self# MONS Derived # months received FR4745M FP4745M FP4745M FR4745M J35.AMT WOKERS COMP LCY/SelfMiss=. Recoded missing values F4734 SOCIAL SECURITY (SS) J45.SOC SEC INCOME F4743 J46.WHO RECEIVE SOC SEC INCOME F4744 J47.R AMT RECVD SS LAST MO file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (33 of 41)12/22/2003 7:40:15 AM Financial Variables Added J47. AMT RECVD SS LAST MO/SelfMiss=. Recoded missing values FR4745R FP4745R FP4745R FR4745R F4746B FR4746B FP4746B F4757B FP4746B FR4746B J47A.R DK-1K F4746 FR4746 FP4746 F4757 FP4746 FR4746 J47B.R DK-1,500 F4747 FR4747 FP4747 F4758 FP4747 FR4747 J47D.R DK-500 F4749 FR4749 FP4749 F4760 FP4749 FR4749 J48.R SS BENEFITS START YEAR F4750 FR4750 FP4750 F4761 FP4750 FR4750 J49.R SS BENEFITS START MONTH F4751 FR4751 FP4751 F4762 FP4751 FR4751 J51.R SOC SEC FUTURE F4768 FR4768 FP4768 F4774 FP4768 FR4768 J52.R AGE SOC SEC F4769 FR4769 FP4769 F4775 FP4769 FR4769 J53.R SOC SEC AMT FUTURE F4770 FR4770 FP4770 F4776 FP4770 FR4770 J53P.R PER TODAY`S DLLRS F4771 FR4771 FP4771 F4777 FP4771 FR4771 J47.(JX2)R AMT RECVD SS LAST MO-Bkt Derived Categorical Bkt Variable Missing amounts filled from brackets SUPPLEMENTAL SECURITY INCOME (SSI) J59.R/S SSILAST MONTH F4781 J60.WHO RECEIVED SSI F4782 FR4782 FR4782 Recoded FR4797 FR4797 Recoded WELFARE J64.R/S WHETHER WELFARE LCY F4796 J65.WHO RECD WELFARE F4797 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (34 of 41)12/22/2003 7:40:15 AM Financial Variables Added VETERAN BENFITS OR MILITARY PENSION J67.VET BENEFITS F4801 J68.VET WHO REC F4802 FR4802 FR4802 Recoded J69.R VET BENEFIT LAST MONTH F4803 FR4803 FP4803 F4816 FP4803 FR4803 J69.(J13A)R VET BENEFIT / LCY Derived income last calendar year F4803A FR4803A FP4803A F4816A FP4803A FR4803A Flag: J69.(J13A) R VET BENEFIT>60K / LCY Derived income last calendar year F4803AF FR4803AF FP4803AF F4816AF FP4803AF FR4803AF J69. VET BENEFIT LAST MONTH/SelfFlag Hi Derived income last calendar year FR4803F FP4803F FP4803F FR4803F J69. VET BENEFIT /Self-# MONS Derived # months received FR4803M FP4803M FP4803M FR4803M J69. VET BENEFIT LAST MONTH/SelfMiss=. Recoded missing values FR4803R FP4803R FP4803R FR4803R file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (35 of 41)12/22/2003 7:40:15 AM Financial Variables Added J69.(J13A)R VET BENEFIT LAST MONTHBkt Derived Categorical Bkt Variable Missing amounts filled from brackets F4806B FR4806B FP4806B F4819B FP4806B FR4806B J69A.DK-1K F4806 FR4806 FP4806 F4819 FP4806 FR4806 J69B.DK-1500 F4807 FR4807 FP4807 F4820 FP4807 FR4807 J69C.DK-500 F4808 FR4808 FP4808 F4821 FP4808 FR4808 J70.R VET BENEFIT START YEAR F4811 FR4811 FP4811 F4824 FP4811 FR4811 J70A.R VET BENEFIT START MONTH F4812 FR4812 FP4812 F4825 FP4812 FR4812 INCOME FROM IRA J90.IRA F4884 J92.WHO IRA ACCOUNT F4886 FR4886 FR4886 Recoded J99.INTRO IRA ACCOUNT-2 F4908 FR4908 FR4908 Recoded J106.INTRO IRA-3 F4929 FR4929 FR4929 Recoded J111.IRA WHO RECD F4946 FR4946 FR4946 Recoded OTHER RETIREMENT INCOME - PENSIONS J127.RET PENSION F4969 J128.WHO RECD PENSION F4970 FR4970 FR4970 Recoded J129.>1 PENSION F4971 FR4971 FP4971 F4994 FP4971 FR4971 J130. #PENSIONS F4972 FR4972 FP4972 F4995 FP4972 FR4972 F4973_1 F4973_2 FR4973_1FR4973_2 FP4973_1FP4973_2 F4996_1F4996_2 FP4973_1FP4973_2 FR4973_1FR4973_2 J131.R PENSION LOOP file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (36 of 41)12/22/2003 7:40:15 AM Financial Variables Added J132.AMT PENSION /SelfLCY Derived income last calendar year FR4974A1- FP4974A1FR4974A2 FP4974A2 FP4974A1- FR4974A1FP4974A2 FR4974A2 J132.AMT PENSION /Self-# MONS Derived # months received FR4974M1- FP4974M1FR4974M2 FP4974M2 FP4974M1- FR4974M1FP4974M2 FR4974M2 J132.AMT PENSION LAST MONTH/SelfMiss=. Recoded missing values FR4974R1- FP4974R1FR4974R2 FP4974R2 FP4974R1- FR4974R1FP4974R2 FR4974R2 J132.AMT PENSION LAST MONTH F4974_1 F4974_2 FR4974_1FR4974_2 FP4974_1FP4974_2 F4997_1F4997_2 FP4974_1FP4974_2 J132.(J30D)AMT PENSION LAST MONTH-Bkt #1 Derived Categorical Bkt Variable Missing amounts filled from brackets F4975B1 F4975B2 FR4975B1- FP4975B1FR4975B2 FP4975B2 F4998B1F4998B2 FP4975B1- FR4975B1FP4975B2 FR4975B2 J132A.DK-1K F4975_1 F4975_2 FR4975_1FR4975_2 FP4975_1FP4975_2 F4998_1F4998_2 FP4975_1FP4975_2 FR4975_1FR4975_2 J132B.DK-2K F4976_1 F4976_2 FR4976_1FR4976_2 FP4976_1FP4976_2 F4999_1F4999_2 FP4976_1FP4976_2 FR4976_1FR4976_2 J132C.DK-4K F4977_1 F4977_2 FR4977_1FR4977_2 FP4977_1FP4977_2 F5000_1F5000_2 FP4977_1FP4977_2 FR4977_1FR4977_2 J132D.DK-500 F4978_1 F4978_2 FR4978_1FR4978_2 FP4978_1FP4978_2 F5001_1F5001_2 FP4978_1FP4978_2 FR4978_1FR4978_2 J133.TAXES WITHHELD F4979_1 F4979_2 FR4979_1FR4979_2 FP4979_1FP4979_2 F5002_1F5002_2 FP4979_1FP4979_2 FR4979_1FR4979_2 J134.RECEIVE DIFFERENT AMOUNT F4980_1 F4980_2 FR4980_1FR4980_2 FP4980_1FP4980_2 F5003_1F5003_2 FP4980_1FP4980_2 FR4980_1FR4980_2 J135. WITHDRAW MONEY THIS MONTH? F4981_1 F4981_2 FR4981_1FR4981_2 FP4981_1FP4981_2 F5004_1F5004_2 FP4981_1FP4981_2 FR4981_1FR4981_2 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (37 of 41)12/22/2003 7:40:15 AM FR4974_1FR4974_2 Financial Variables Added J136.AMT IN PENSION F4982_1 F4982_2 FR4982_1FR4982_2 FP4982_1FP4982_2 F5005_1F5005_2 FP4982_1FP4982_2 FR4982_1FR4982_2 J137.PENSION START YEAR F4983_1 F4983_2 FR4983_1FR4983_2 FP4983_1FP4983_2 F5006_1F5006_2 FP4983_1FP4983_2 FR4983_1FR4983_2 J138.PENSION START MONTH F4984_1 F4984_2 FR4984_1FR4984_2 FP4984_1FP4984_2 F5007_1F5007_2 FP4984_1FP4984_2 FR4984_1FR4984_2 J139.PENSION COLA F4986_1 F4986_2 FR4986_1FR4986_2 FP4986_1FP4986_2 F5011_1F5011_2 FP4986_1FP4986_2 FR4986_1FR4986_2 J140.PMT CONTINUE F4987_1 F4987_2 FR4987_1FR4987_2 FP4987_1FP4987_2 F5012_1F5012_2 FP4987_1FP4987_2 FR4987_1FR4987_2 J141.HOW LONG PENSION F4988_1 F4988_2 FR4988_1FR4988_2 FP4988_1FP4988_2 F5013_1F5013_2 FP4988_1FP4988_2 FR4988_1FR4988_2 J142.PENSION STOP WITH DEATH F4989_1 F4989_2 FR4989_1FR4989_2 FP4989_1FP4989_2 F5014_1F5014_2 FP4989_1FP4989_2 FR4989_1FR4989_2 F4992 FR4992 FP4992 F5018 FP4992 FR4992 J143.OTHER PENSIONS/SelfLCY Derived income last calendar year FR4992A FP4992A FP4992A FR4992A J143.OTHER PENSIONS/Self# MONS Derived # months received FR4992M FP4992M FP4992M FR4992M J143.OTHER PENSIONS/SelfMiss=. Recoded missing values FR4992R FP4992R FP4992R FR4992R FR4993 FP4993 FP4993 FR4993 FR5024 FR5024 Recoded J143.OTHER PENSIONS J144.TAXES WITHHELD OTH PENSIONS F4993 F5019 INCOME FROM ANNUITIES J163.INCOME ANNUITIES F5023 J164.WHO RECD ANNUITY F5024 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (38 of 41)12/22/2003 7:40:16 AM Financial Variables Added J165.>1 ANNUITY INC F5025 FR5025 FP5025 F5055 FP5025 FR5025 J166.# ANNUITIES INC F5026 FR5026 FP5026 F5056 FP5026 FR5026 F5027_1 F5027_2 FR5027_1FR5027_2 FP5027_1FP5027_2 F5057_1F5057_2 FP5027_1FP5027_2 FR5027_1FR5027_2 J167.R ANNUITY LOOP J168.AMT ANNUITY INC/ Self-LCY Derived income last calendar year FR5029A1- FP5029A1FR5029A2 FP5029A2 FP5029A1- FR5029A1FP5029A2 FR5029A2 J168.AMT ANNUITY INC/ Self-# MONS Derived # months received FR5029M1- FP5029M1FR5029M2 FP5029M2 FP5029M1- FR5029M1FP5029M2 FR5029M2 J168.AMT ANNUITY INC/ Self-Miss=. Recoded missing values FR5029R1- FP5029R1FR5029R2 FP5029R2 FP5029R1- FR5029R1FP5029R2 FR5029R2 J168.AMT ANNUITY INC F5029_1 F5029_2 FR5029_1FR5029_2 FP5029_1FP5029_2 F5058_1F5058_2 FP5029_1FP5029_2 J168.(J33D)AMT ANNUITY INCBkt #1 Derived Categorical Bkt Variable Missing amounts filled from brackets F5030B1 F5030B2 FR5030B1- FP5030B1FR5030B2 FP5030B2 F5059B1F5059B2 FP5030B1- FR5030B1FP5030B2 FR5030B2 J168A.DK-1K F5030_1 F5030_2 FR5030_1FR5030_2 FP5030_1FP5030_2 F5059_1F5059_2 FP5030_1FP5030_2 FR5030_1FR5030_2 J168B.DK-2K F5031_1 F5031_2 FR5031_1FR5031_2 FP5031_1FP5031_2 F5060_1F5060_2 FP5031_1FP5031_2 FR5031_1FR5031_2 J168C.DK-4K F5032_1 F5032_2 FR5032_1FR5032_2 FP5032_1FP5032_2 F5061_1F5061_2 FP5032_1FP5032_2 FR5032_1FR5032_2 J168D.DK-500 F5033_1 F5033_2 FR5033_1FR5033_2 FP5033_1FP5033_2 F5062_1F5062_2 FP5033_1FP5033_2 FR5033_1FR5033_2 J169.TAXES WITHHELD ANNUITY INC F5034_1 F5034_2 FR5034_1FR5034_2 FP5034_1FP5034_2 F5063_1F5063_2 FP5034_1FP5034_2 FR5034_1FR5034_2 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (39 of 41)12/22/2003 7:40:16 AM FR5029_1FR5029_2 Financial Variables Added J170.ANNUITY INC START YEAR F5035_1 F5035_2 FR5035_1FR5035_2 FP5035_1FP5035_2 F5064_1F5064_2 FP5035_1FP5035_2 FR5035_1FR5035_2 J171.ANNUITY INC START MONTH F5036_1 F5036_2 FR5036_1FR5036_2 FP5036_1FP5036_2 F5065_1F5065_2 FP5036_1FP5036_2 FR5036_1FR5036_2 J172.COLA ANNUITY INC F5038_1 F5038_2 FR5038_1FR5038_2 FP5038_1FP5038_2 F5067_1F5067_2 FP5038_1FP5038_2 FR5038_1FR5038_2 J173.ANNUITY INC CONTINUE F5039_1 F5039_2 FR5039_1FR5039_2 FP5039_1FP5039_2 F5068_1F5068_2 FP5039_1FP5039_2 FR5039_1FR5039_2 J174.HOW LONG ANNUITY INC F5040_1 F5040_2 FR5040_1FR5040_2 FP5040_1FP5040_2 F5069_1F5069_2 FP5040_1FP5040_2 FR5040_1FR5040_2 J175.STOP WITH DEATH ANNUITY INC1 F5041_1 F5041_2 FR5041_1FR5041_2 FP5041_1FP5041_2 F5070_1F5070_2 FP5041_1FP5041_2 FR5041_1FR5041_2 F5051 FR5051 FP5051 F5079 FP5051 FR5051 J176.OTHER ANNUITIES/ Self-LCY Derived income last calendar year FR5051A FP5051A FP5051A FR5051A J176.OTHER ANNUITIES/ Self-# MONS Derived # months received FR5051M FP5051M FP5051M FR5051M J176.OTHER ANNUITIES/ Self-Miss=. Recoded missing values FR5051R FP5051R FP5051R FR5051R FR5054 FP5054 FP5054 FR5054 J176.OTHER ANNUITIES J177.TAXES WITHHELD OTHER ANNUITIE F5054 F5080 ASSETS IN TRUST FUND J296. RELATION TRUSTS F5470M1 F5470M4 FR5470M1FR5470M1FR5470M4 FR5470M4 Recoded LUMP SUM PAYMENT, INHERITANCE J305.LUMP SUM F5508 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (40 of 41)12/22/2003 7:40:16 AM Financial Variables Added J306.TYPE LUMP-1 F5509 J310.WHO FROM F5514 J311. F5515 J312.LUMP TYPE-2 F5516 J316.WHO FROM F5521 J317. F5522 J318.LUMP SUM-3 F5523 J322.WHO FROM F5528 FR5514 FR5514 Recoded FR5521 FR5521 Recoded FR5528 FR5528 Recoded file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/finvar_F.html (41 of 41)12/22/2003 7:40:16 AM Family Variables Added HRS 1998 Family Variables Added Assignment of Variables to Self/Spouse-Partner Variables (FR/FP) 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 1998 Flat File at this time. Only the family data from module H98D_H are included. In HRS 1998, there are parallel series of variables for the FamR's own family and for FamR's spouse's family. For example, F1907 is FamR's mother's age and F2069 is FamR's mother-in-law's age. For the FamR, F1907 is assigned to FR1907 and F2069 is assigned to FR2069. For FamR's spouse, the assignment is swapped, i.e., F1907 is assigned to FR2069 and F2069 is assigned to FR1907. The following table summarizes how these assignments are done. In the table "rrrr" represents the numeric portion of a raw variable that provides information about one's own family, while "pppp" 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 1998 Original Variable FamR own family FamR's Spouse's family Frrrr Fpppp Reassigned Variable For FamR For non-FamR Own family Spouse's family Own family Spouse's family FRrrrr FRpppp FRpppp FRrrrr There are some exceptions to these general naming conventions: ● ● ● how much help R and Spouse gave to own parents and in-laws shortened names for variables already 8-characters, to accomodate "FR" prefix number of variable occurrences different for FamR's own family vs in-laws There are also further adjustments to some of these variables, and observations are noted on others: file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (1 of 47)12/22/2003 7:42:13 AM Family Variables Added ● ● relationship codes adjusted for non-FamR opinions solicted from FamR All added family variable assignments are summarized in Family Variable Assignments. 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 FR variables and those that describe how much help the spouse/partner gives to FP variables. The table below summarizes these variable assignents. Variable assignments for how much help R and Spouse gave to own parents and in-laws Assigned to what FR/FP variable Original Variable For FamR Meaning For non-FamR Name Meaning Name Time FamR Spent Helping Parent with Basic Personal Activities F2030_1 # hrs R spent on R's parent FR2030_1 # hrs Sp spent on R's in-law FP2192_1 F2030_2 # hrs R spent on R's parent FR2030_2 # hrs Sp spent on R's in-law FP2192_2 F2192_1 # hrs R spent on R's in-law FR2192_1 # hrs Sp spent on R's parent FP2030_1 F2192_2 # hrs R spent on R's in-law FR2192_2 # hrs Sp spent on R's parent FP2030_2 F2031B1 # hrs R spent on R's parent (Bkt) FR2031B1 # hrs Sp spent on R's in-law (Bkt) FP2193B1 F2031B2 # hrs R spent on R's parent (Bkt) FR2031B2 # hrs Sp spent on R's in-law (Bkt) FP2193B2 F2193B1 # hrs R spent on R's in-law (Bkt) FR2193B1 # hrs Sp spent on R's parent (Bkt) FP2031B1 F2193B2 # hrs R spent on R's in-law (Bkt) FR2193B2 # hrs Sp spent on R's parent (Bkt) FP2031B2 F2031_1 R spent >200 hrs on R's parent FR2031_1 Sp spent >200 hrs on R's inlaw FP2193_1 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (2 of 47)12/22/2003 7:42:13 AM Family Variables Added F2031_2 R spent >200 hrs on R's parent FR2031_2 Sp spent >200 hrs on R's inlaw FP2193_2 F2193_1 R spent >200 hrs on R's inlaw FR2193_1 Sp spent >200 hrs on R's parent FP2031_1 F2193_2 R spent >200 hrs on R's inlaw FR2193_2 Sp spent >200 hrs on R's parent FP2031_2 F2032_1 R spent >500 hrs on R's parent FR2032_1 Sp spent >500 hrs on R's inlaw FP2194_1 F2032_2 R spent >500 hrs on R's parent FR2032_2 Sp spent >500 hrs on R's inlaw FP2194_2 F2194_1 R spent >500 hrs on R's inlaw FR2194_1 Sp spent >500 hrs on R's parent FP2032_1 F2194_2 R spent >500 hrs on R's inlaw FR2194_2 Sp spent >500 hrs on R's parent FP2032_2 Time FamR's Spouse (non-FamR) Spent Helping Parent with Basic Personal Activities F2033_1 # hrs Sp spent on R's parent FP2030_1 # hrs R spent on R's in-law FR2192_1 F2033_2 # hrs Sp spent on R's parent FP2030_2 # hrs R spent on R's in-law FR2192_2 F2195_1 # hrs Sp spent on R's in-law FP2192_1 # hrs R spent on R's parent FR2030_1 F2195_2 # hrs Sp spent on R's in-law FP2192_2 # hrs R spent on R's parent FR2030_2 F2034B1 # hrs Sp spent on R's parent (Bkt) FP2031B1 # hrs R spent on R's in-law (Bkt) FR2193B1 F2034B2 # hrs Sp spent on R's parent (Bkt) FP2031B2 # hrs R spent on R's in-law (Bkt) FR2193B2 F2196B1 # hrs Sp spent on R's in-law (Bkt) FP2193B1 # hrs R spent on R's parent (Bkt) FR2031B1 F2196B2 # hrs Sp spent on R's in-law (Bkt) FP2193B2 # hrs R spent on R's parent (Bkt) FR2031B2 F2034_1 Sp spent >200 hrs on R's parent FP2031_1 R spent >200 hrs on R's inlaw FR2193_1 F2034_2 Sp spent >200 hrs on R's parent FP2031_2 R spent >200 hrs on R's inlaw FR2193_2 F2196_1 Sp spent >200 hrs on R's inlaw FP2193_1 R spent >200 hrs on R's parent FR2031_1 F2196_2 Sp spent >200 hrs on R's inlaw FP2193_2 R spent >200 hrs on R's parent FR2031_2 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (3 of 47)12/22/2003 7:42:13 AM Family Variables Added F2035_1 Sp spent >500 hrs on R's parent FP2032_1 R spent >500 hrs on R's inlaw FR2194_1 F2035_2 Sp spent >500 hrs on R's parent FP2032_2 R spent >500 hrs on R's inlaw FR2194_2 F2197_1 Sp spent >500 hrs on R's inlaw FP2194_1 R spent >500 hrs on R's parent FR2032_1 F2197_2 Sp spent >500 hrs on R's inlaw FP2194_2 R spent >500 hrs on R's parent FR2032_2 Time FamR Spent Helping Parent with Chores, Errands, Transportation F2048_1 # hrs R spent on R's parent FR2048_1 # hrs Sp spent on R's in-law FP2210_1 F2048_2 # hrs R spent on R's parent FR2048_2 # hrs Sp spent on R's in-law FP2210_2 F2210_1 # hrs R spent on R's in-law FR2210_1 # hrs Sp spent on R's parent FP2048_1 [F2210_2] * see Not present for # hrs R spent on R's in-law both own parents and in-laws FR2210_2 # hrs Sp spent on R's parent FP2048_2 F2049B1 # hrs R spent on R's parent (Bkt) FR2049B1 # hrs Sp spent on R's in-law (Bkt) FP2211B1 F2049B2 # hrs R spent on R's parent (Bkt) FR2049B2 # hrs Sp spent on R's in-law (Bkt) FP2211B2 F2211B1 # hrs R spent on R's in-law (Bkt) FR2211B1 # hrs Sp spent on R's parent (Bkt) FP2049B1 [F2211B2] * see Not present for # hrs R spent on R's in-law both own (Bkt) parents and in-laws FR2211B2 # hrs Sp spent on R's parent (Bkt) FP2049B2 F2049_1 R spent >200 hrs on R's parent FR2049_1 Sp spent >200 hrs on R's inlaw FP2211_1 F2049_2 R spent >200 hrs on R's parent FR2049_2 Sp spent >200 hrs on R's inlaw FP2211_2 F2211_1 R spent >200 hrs on R's inlaw FR2211_1 Sp spent >200 hrs on R's parent FP2049_1 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (4 of 47)12/22/2003 7:42:13 AM Family Variables Added [F2211_2] * see Not present for R spent >200 hrs on R's inboth own law parents and in-laws FR2211_2 Sp spent >200 hrs on R's parent FP2049_2 F2050_1 R spent >500 hrs on R's parent FR2050_1 Sp spent >500 hrs on R's inlaw FP2212_1 F2050_2 R spent >500 hrs on R's parent FR2050_2 Sp spent >500 hrs on R's inlaw FP2212_2 F2212_1 R spent >500 hrs on R's inlaw FR2212_1 Sp spent >500 hrs on R's parent FP2050_1 [F2212_2] * see Not present for R spent >500 hrs on R's inboth own law parents and in-laws FR2212_2 Sp spent >500 hrs on R's parent FP2050_2 Time FamR's Spouse (non-FamR) Spent Helping Parent with Chores, Errands, Transportation F2051_1 # hrs Sp spent on R's parent FP2048_1 # hrs R spent on R's in-law FR2210_1 F2051_2 # hrs Sp spent on R's parent FP2048_2 # hrs R spent on R's in-law FR2210_2 F2213_1 # hrs Sp spent on R's in-law FP2210_1 # hrs R spent on R's parent FR2048_1 [F2213_2] * see Not present for # hrs Sp spent on R's in-law both own parents and in-laws FP2210_2 # hrs R spent on R's parent FR2048_2 F2052B1 # hrs Sp spent on R's parent (Bkt) FP2049B1 # hrs R spent on R's in-law (Bkt) FR2211B1 F2052B2 # hrs Sp spent on R's parent (Bkt) FP2049B2 # hrs R spent on R's in-law (Bkt) FR2211B2 F2214B1 # hrs Sp spent on R's in-law (Bkt) FP2211B1 # hrs R spent on R's parent (Bkt) FR2049B1 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (5 of 47)12/22/2003 7:42:13 AM Family Variables Added [F2214B2] * see Not present for # hrs Sp spent on R's in-law both own (Bkt) parents and in-laws FP2211B2 # hrs R spent on R's parent (Bkt) FR2049B2 F2052_1 Sp spent >200 hrs on R's parent FP2049_1 R spent >200 hrs on R's inlaw FR2211_1 F2052_2 Sp spent >200 hrs on R's parent FP2049_2 R spent >200 hrs on R's inlaw FR2211_2 F2214_1 Sp spent >200 hrs on R's inlaw FP2211_1 R spent >200 hrs on R's parent FR2049_1 [F2214_2] * see Not present for Sp spent >200 hrs on R's inboth own law parents and in-laws FP2211_2 R spent >200 hrs on R's parent FR2049_2 F2053_1 Sp spent >500 hrs on R's parent FP2050_1 R spent >500 hrs on R's inlaw FR2212_1 F2053_2 Sp spent >500 hrs on R's parent FP2050_2 R spent >500 hrs on R's inlaw FR2212_2 F2215_1 Sp spent >500 hrs on R's inlaw FP2212_1 R spent >500 hrs on R's parent FR2050_1 [F2215_2] * see Not present for Sp spent >500 hrs on R's inboth own law parents and in-laws FP2212_2 R spent >500 hrs on R's parent FR2050_2 Shortened names for variables already 8-characters, to accomodate "FR" prefix In the original data from ISR, series of variables list siblings or sibling-in-laws have names like F2024001-F2024005. These variable names are 8 characters long. When we assign these to FR variables, we drop one of the zeros to keep the variable names 8 characters, e.g., FR202401-FR202405. file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (6 of 47)12/22/2003 7:42:13 AM Family Variables Added The variables where names were shortened are listed below. Please see the table summarizing FR 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 Description Original Variable Name Shortened ER Variable Name D146B.WHICH SIB HELPED-1 F2024001 thru F2024005 * At least one in range not an original variable. See Not present for both own parents and in-laws FR202401 thru FR202405 D146B.WHICH SIB HELPED-2 F2024011 thru F2024015 * At least one in range not an original variable. See Not present for both own parents and in-laws FR202411 thru FR202415 D146B.WHICH SIB HELPED-3 F2024021 thru F2024025 * At least one in range not an original variable. See Not present for both own parents and in-laws FR202421 thru FR202425 D146C.WHICH HELPED MOST F2026001 thru F2026003 * At least one in range not an original variable. See Not present for both own parents and in-laws FR202601 thru FR202603 D148B.WHICH SIB HELPED-1 F2042001 thru F2042006 FR204201 thru FR204206 D148B.WHICH SIB HELPED-2 F2042011 thru F2042016 FR204211 thru FR204216 D146B-2.WHICH SIB-IN-LAW HELPED-1 F2186001 thru F2186005 FR218601 thru FR218605 D146B-2.WHICH SIB-IN-LAW HELPED-2 F2186011 thru F2186015 FR218611 thru FR218615 D146B-2.WHICH SIB-IN-LAW HELPED-3 F2186021 thru F2186025 FR218621 thru FR218625 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (7 of 47)12/22/2003 7:42:13 AM Family Variables Added D148B-2.WHICH SIB-IN-LAW HELPED-1 F2204001 thru F2204006 * At least one in range not an original variable. See Not present for both own parents and in-laws FR220401 thru FR220406 D148B-2.WHICH SIB-IN-LAW HELPED-2 F2204011 thru F2204016 * At least one in range not an original variable. See Not present for both own parents and in-laws FR220411 thru FR220416 Number of variable occurrences different for FamR's own family vs in-laws In the original data from ISR, series of variables may vary in the numbers of occurrences. For example, the maximum number of siblings who helped FamR's own parents may differ from the maximum number who helped the parents-in-law. If this is the case the number of variables identifying the OPN's of siblings who helped FamR's parents is less or more than the number identifying siblings-in-law. Another situation where this occurs are questions about who was helped, where multiple answers can be given, e.g., mother, father, mother and step-father, etc. Followup questions occur for each person or couple helped. There can be more reports of people helped for FamR's family than the in-laws or vice versa, in which case there are more occurrences of follow-up question variables for one side of the family than the other. When we reassign these mulitply-occurring variables to FR variables, we assign in-law variables to ownfamily variables, and vice versa, for the non-FamR. [Please see the table summarizing FR variable assignments for a complete list of these assignments.] In doing so, we added variables so that both the own-family and in-law series have the same number of occurrences, which is the maximum of the two series. For the variable series with the smaller number of occurrences, missing values (=.) are assigned to the "extra" occurences. The table below lists the variables for which this was done. [Note that the some of the FR variables in the table have shortened names.] More Own-family than Inlaw variables For FamR For non-FamR file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (8 of 47)12/22/2003 7:42:13 AM Family Variables Added Original Variable Spouse's Own family Spouse's family assigned to Own family family assigned to original set to missing set to missing original variable variable D148B.WHICH SIB HELPED-1 F2042006 FR204206 * Shortened name FR220406 FR220406 FR204206 D148B.WHICH SIB HELPED-2 F2042016 FR204216 * Shortened name FR220416 FR220416 FR204216 D149A. WHO HELPS F2046M2 FR2046M2 FR2208M2 FR2208M2 FR2046M2 D149B.INDEX D149A LOOP F2047_2 FR2047_2 FR2209_2 FR2209_2 FR2047_2 D149B.RPARENT CARE F2048_2 FR2048_2 FP2210_2 FP2210_2 FR2048_2 D149B.RPARENT CARE- F2049B2 Bkt #2 FR2049B2 FP2211B2 FP2211B2 FR2049B2 D149C.DK-200 HRS F2049_2 FR2049_2 FP2211_2 FP2211_2 FR2049_2 D149D.DK-500 HRS F2050_2 FR2050_2 FP2212_2 FP2212_2 FR2050_2 D149E.SPPARENT CARE F2051_2 FP2048_2 FR2210_2 FR2210_2 FP2048_2 D149E.SPPARENT CARE- F2052B2 Bkt #2 FP2049B2 FR2211B2 FR2211B2 FP2049B2 D149F.DK-200 HRS F2052_2 FP2049_2 FR2211_2 FR2211_2 FP2049_2 D149G.DK-500 HRS F2053_2 FP2050_2 FR2212_2 FR2212_2 FP2050_2 D150A.WHO R ASSISTED F2058M2 FR2058M2 FR2220M2 FR2220M2 FR2058M2 D150BS.INDEX D150A LOOP F2059_2 FR2221_2 FR2221_2 FR2059_2 FR2059_2 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (9 of 47)12/22/2003 7:42:13 AM Family Variables Added D150B. ASSISTANCE F2060_2 FR2060_2 FR2222_2 FR2222_2 FR2060_2 D150B. ASSISTANCEBkt #2 F2061B2 FR2061B2 FR2223B2 FR2223B2 FR2061B2 D150C.DK-1 F2061_2 FR2061_2 FR2223_2 FR2223_2 FR2061_2 D150D.DK-2 F2062_2 FR2062_2 FR2224_2 FR2224_2 FR2062_2 More In-law than Ownfamily variables For FamR For non-FamR Spouse's family Own family assigned to set to missing original variable Own family Spouse's assigned to family original set to missing variable FR2185_3 FR2023_3 FR2023_3 FR2185_3 D146B-2.WHICH SIB-IN-LAW F2186005 FR218605 HELPED-1 * Shortened name FR202405 FR202405 FR218605 D146B-2.WHICH SIB-IN-LAW F2186011 FR218611 HELPED-2 * Shortened name FR202411 FR202411 FR218611 D146B-2.WHICH SIB-IN-LAW F2186012 FR218612 HELPED-2 * Shortened name FR202412 FR202412 FR218612 D146B-2.WHICH SIB-IN-LAW F2186013 FR218613 HELPED-2 * Shortened name FR202413 FR202413 FR218613 D146B-2.WHICH SIB-IN-LAW F2186014 FR218614 HELPED-2 * Shortened name FR202414 FR202414 FR218614 Original Variable D146-2.INDEX D146A LOOP F2185_3 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (10 of 47)12/22/2003 7:42:13 AM Family Variables Added D146B-2.WHICH SIB-IN-LAW F2186015 FR218615 HELPED-2 * Shortened name FR202415 FR202415 FR218615 D146B-2.WHICH SIB-IN-LAW F2186021 FR218621 HELPED-3 * Shortened name FR202421 FR202421 FR218621 D146B-2.WHICH SIB-IN-LAW F2186022 FR218622 HELPED-3 * Shortened name FR202422 FR202422 FR218622 D146B-2.WHICH SIB-IN-LAW F2186023 FR218623 HELPED-3 * Shortened name FR202423 FR202423 FR218623 D146B-2.WHICH SIB-IN-LAW F2186024 FR218624 HELPED-3 * Shortened name FR202424 FR202424 FR218624 D146B-2.WHICH SIB-IN-LAW F2186025 FR218625 HELPED-3 * Shortened name FR202425 FR202425 FR218625 D146 COUNT SIL HELPED F2187_3 FR2187_3 FR2025_3 FR2025_3 FR2187_3 D146C-2.WHICH HELPED INF2188_2 LAW MOST FR2188_2 FR202602 FR202602 FR2188_2 Relationship codes adjusted for non-FamR For some variables based on answers from FamR, the codes indicate respondent or spouse. Since FamR is the respondent, we swap these codes when we assign these variables to the non-FamR. For instance, in F2044_1, who helped most with a parent of FamR's basic personal needs, 031 indicates FamR helped the most, while 032 indicates that FamR's spouse helped most. For FamR, FR2044_1 is set to F2044_1, exactly as is. For the non-FamR, when assigning F2044_1 to FR2206_1 [note: FamR's parents are nonfile:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (11 of 47)12/22/2003 7:42:13 AM Family Variables Added FamR's in-laws], we change 031 codes to 032 and 032 to 031. The table below lists the variables for which this was done and summarizes how these variables were assigned. Variable assignments and coding changes for variables with relationship codes Added "self" variable assignments Original Variable Description Codes D148C.WHICH HELPED-1 (FamR's parents) D148C.WHICH HELPED-1 (FamR's parents) D148C.WHICH HELPED-2 (FamR's in-laws) FR2044_1 FR2206_1 031 <=> 032 FR2044_2 FR2206_2 031 <=> 032 FR2206_1 FR2044_1 031 <=> 032 F2206_2 FR2206_2 FR2044_2 031 <=> 032 F2253 FR2253 FR2253 1 <=> 3 Name F2044_1 F2044_2 031=Respondent 032=R's spouse F2206_1 D148C.WHICH HELPED-2 (FamR's in-laws) D157.FAM DECISION For FamR For nonFamR, codes changed 1=Respondent 3=Spouse/Partner 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. Variables that represent the opinion of the Family Respondent Original Variable Added FR/FP variable assignments file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (12 of 47)12/22/2003 7:42:13 AM Family Variables Added Name Description For FamR For non-FamR F2253 D157.FAM DECISION: Who has more say? FR2253 FR2253 (with 1 <-> 3 swapped) F2254 D157A.MORE SAY: How much more does FinR have? FR2254 (when FR2253 = 1) FP2254 (when FR2253 = 3) F2255 D157B.MORE SAY: How much more does Spouse have? FP2254 (when FR2253 = 3) FR2254 (when FR2253 = 1) F2256 D158.TIME TOGETHER Inap. Inap. F2257 D159.FREE TIME Inap. Inap. Family Variable Assignments The following table summarizes the variables added to this file to clarify which family variables apply to whose family. Family Variable Assignments Added FR/FP variable assignments Original Variable For FamR Meaning For non-FamR Name Meaning Name F1714 COUNT SIBLINGS FR1714 COUNT SIBLINGSIN-LAW FR1715 F1715 COUNT SIBLINGSIN-LAW FR1715 COUNT SIBLINGS FR1714 F1834 D77A.R CARE HRS FR1834 D77D.SPOUSE HRS FR1845 F1835 D77B.R DK-200HRS FR1835 D77E.SP DK200HRS FR1846 F1836 D77C.R DK-500HRS FR1836 D77F.SP DK-500HRS FR1847 F1845 D77D.SPOUSE HRS FR1845 D77A.R CARE HRS FR1834 F1846 D77E.SP DK200HRS FR1846 D77B.R DK-200HRS FR1835 F1847 D77F.SP DK-500HRS FR1847 D77C.R DK-500HRS FR1836 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (13 of 47)12/22/2003 7:42:13 AM Family Variables Added F1906 D90.MOTHER LIVING FR1906 D90-2.MOTHER-INLAW LIVING FR2068 F1907 D91A.MOTHER AGE FR1907 D91A-2.MOTHERIN-LAW AGE FR2069 F1908 D91B. MOTHER NEEDS FR1908 D91B-2. MOTHERIN-LAW NEEDS FR2070 F1909 D91C. MOTHER ALONE HOUR FR1909 D91C-2. MOTHERIN-LAW ALONE HOUR FR2071 F1910 D91D.MOTHER MEMORY FR1910 D91D-2.MOTHERIN-LAW MEMORY FR2072 F1911 D92A. AGE MOTHER DIED FR1911 D92A-2. AGE MOTHER-IN-LAW DIED FR2073 F1912 D92B.MOTHER MONTH DIE FR1912 D92B-2.MOTHERIN-LAW MONTH DIE FR2074 F1913 D92BA.MOTHER YEAR DIE FR1913 D92BA-2.MOTHERIN-LAW YEAR DIE FR2075 F1914 D92C.MOTHER ILLNESS FR1914 D92C.MOTHER-INLAW ILLNESS FR2076 F1915 D92D.MOTHER NURSING HOME FR1915 D92D-2.MOTHERIN-LAW NURSING HOME FR2077 F1916 D93.FATHER LIVING FR1916 D93-2.FATHER-INLAW LIVING FR2078 F1917 D94A.FATHER AGE FR1917 D94A-2.FATHER-INFR2079 LAW AGE F1918 D94B.FATHER NEEDS FR1918 D94B-2.FATHER-INFR2080 LAW NEEDS F1919 D94C.FATHER ALONE HOUR FR1919 D94C-2.FATHER-INFR2081 LAW ALONE HOUR F1920 D94D.FATHER MEMORY FR1920 D94D-2.FATHER-INFR2082 LAW MEMORY F1921 D95A.FATHER AGE FR1921 DIED D95A-2.FATHER-INFR2083 LAW AGE DIED file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (14 of 47)12/22/2003 7:42:13 AM Family Variables Added F1922 D95B.FATHER MONTH DIE FR1922 D95B-2.FATHER-INFR2084 LAW MONTH DIE F1923 D95BA.FATHER YEAR DIE FR1923 D95BA-2.FATHERIN-LAW YEAR DIE F1924 D95C.FATHER ILLNESS FR1924 D95C-2.FATHER-INFR2086 LAW ILLNESS F1925 D95D.FATHER NURSING HOME FR1925 D95D-2.FATHER-INLAW NURSING FR2087 HOME F1927 D96.STILL MARRIED FR1927 D96-2.STILL MARRIED FR2089 F1928 D97A.MOTHER CURRENTLY MARRIED FR1928 D97A-2.MOTHERIN-LAW CURRENTLY MARRIED FR2090 F1929 D97B.FATHER CURRENTLY MARRIED FR1929 D97B-2.FATHER-INLAW CURRENTLY FR2091 MARRIED F1930 D98.THEY OWN HOME FR1930 D98-2.THEY OWN HOME FR2092 F1931 D99.BETTER FIN SITU FR1931 D99-2.BETTER FIN SITU FR2093 F1932 D100.THEY LIVE TOGETHER FR1932 D100-2.THEY LIVE TOGETHER FR2094 F1933 D101.LIVE WITH WHOM FR1933 D101-2.LIVE WITH WHOM FR2095 F1934 D101A.WHICH SIBLING FR1934 D101A-2.WHICH SIBLING-IN-LAW FR2096 F1935 D102.WHO MOVED FR1935 D102-2.WHO MOVED FR2097 F1936 D103.MONTH MOVED FR1936 D103-2.MONTH MOVED FR2098 F1937 D103A.YEAR MOVED FR1937 D103A-2.YEAR MOVED FR2099 F1938 D104.WHO MOVED HELPED FR1938 D104-2.WHO MOVED HELPED FR2100 FR2085 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (15 of 47)12/22/2003 7:42:13 AM Family Variables Added F1939 D105.THEY LIVE 10 FR1939 MILES D105-2.THEY LIVE 10 MILES FR2101 F1940M D106.REGION THEY LIVE FR1940M D106-2.REGION THEY-IN-LAW LIVE FR2102M F1941 D107.HAD CONTACT PARENTS FR1941 D107-2.HAD CONTACT P-INLAWS FR2103 F1942 D107A.FREQ OF CONTACT PER FR1942 D107A-2.FREQ OF CONTACT PER FR2104 F1944 D108.FILL1 OWN HOME FR1944 D108-2.FILL1 OWN HOME FR2106 F1945 D109.FILL2 FINAN SITU FR1945 D109-2.FILL2 FINAN SITU FR2107 F1946 D110.WHOM MOTHER LIVE FR1946 D110-2.WHOM MOTHER-IN-LAW LIVE FR2108 F1947 D110A.WHICH SIBLING FR1947 D110A-2.WHICH SIBLING-IN-LAW FR2109 F1948 D111.WHO MOVED FR1948 D111-2.WHO MOVED FR2110 F1949 D112.MONTH MOVED FR1949 D112-2.MONTH MOVED FR2111 F1950 D112A.YEAR MOVED FR1950 D112A-2.YEAR MOVED FR2112 F1951 D113.WHO MOVED HELPED FR1951 D113-2.WHO MOVED HELPED FR2113 F1952 D114.MOTHER LIVE 10 MILES FR1952 D114-2.MOTHER-INLAW LIVE 10 FR2114 MILES F1953M D115.REGION MOTHER LIVE FR1953M D115-2.REGION MOTHER-IN-LAW LIVE FR2115M F1954 D116.HAD CONTACT FR1954 D116-2.HAD CONTACT FR2116 F1955 D116A.FREQ OF CONTACT PER FR1955 D116A-2.FREQ OF CONTACT PER FR2117 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (16 of 47)12/22/2003 7:42:13 AM Family Variables Added D118-2.FILL11 OWN FR2119 HOME F1957 D118.FILL11 OWN HOME F1958 D119.FILL12 FINAN FR1958 SITU D119-2.FILL12 FINAN SITU FR2120 F1959 D120.WHOM FATHER LIVE FR1959 D120-2.WHOM FATHER-IN-LAW LIVE FR2121 F1960 D120A.WHICH SIBLING FR1960 D120A-2.WHICH SIBLING-IN-LAW FR2122 F1961 D121.WHO MOVED FR1961 D121-2.WHO MOVED FR2123 F1962 D122.MONTH MOVED FR1962 D122-2.MONTH MOVED FR2124 F1963 D122A.YEAR MOVED FR1963 D122A-2.YEAR MOVED FR2125 F1964 D123.WHO MOVED HELP FR1964 D123-2.WHO MOVED HELP FR2126 F1965 D124.FATHER LIVES 10 MILES FR1965 D124-2.FATHER-INLAW LIVES 10 FR2127 MILES F1966M D125.REGION FATHER LIVE FR1966M D125-2.REGION FATHER-IN-LAW LIVE FR2128M F1967 D126.HAD CONTACT FILL14 FR1967 D126-2.HAD CONTACT FILL14 FR2129 F1968 D126A.FREQ OF CONTACT PER FR1968 D126A-2.FREQ OF CONTACT PER FR2130 F1971 D130.INTRO BROTHERS/ SISTERS FR1971 D130-2.INTRO BROTHER/SISTERIN-LAWS FR2133 F1972 D130A.# SISTERS FR1972 D130A-2.# SISTERSFR2134 IN-LAW F1973 D130B.1 SIS MARRIED FR1973 D130B-2.1 SIS-INLAW MARRIED FR2135 F1974 D130C.# SIS MARRIED FR1974 D130C-2.# SIS-INLAW MARRIED FR2136 FR1957 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (17 of 47)12/22/2003 7:42:13 AM Family Variables Added FR1975 D130D-2.# BROTHERS-INLAW FR2137 FR1976 D130E-2.1 BRO-INLAW MARRIED FR2138 F1977 D130F.BROTHERS MARRIED FR1977 D130F-2. BROTHERS-INLAW MARRIED FR2139 F1984 D131.SIBLING ROSTER FR1984 D131-2.SIBLING-INFR2146 LAW ROSTER F1986 D132.COUNT SIBLINGS FR1986 D132-2.COUNT SIBS-IN-LAW FR2148 F2013 D145 COUNT UPDATED SIB LIST FR2013 D145-2 COUNT UPDATED SIB-INLAW LIST FR2175 F2015 D145.R GIVE ASSISTANCE FR2015 D145-2.R GIVE ASSISTANCE FR2177 F2016M1 D145A.WHO R ASSISTED FR2016M1 D145A-2.WHO R ASSISTED FR2178M1 F2017_1 D145BS.INDEX D145A LOOP FR2017_1 D145BS-2.INDEX D145A LOOP FR2179_1 F2018_1 D145B.MONEY REL FR2018_1 GAVE D145B-2.MONEY REL GAVE FR2180_1 F2019B1 D145B-2.MONEY D145B.MONEY REL FR2019B1 REL GAVE-Bkt #1 GAVE-Bkt #1 FR2181B1 F2019_1 D145C.DK $1,000 FR2019_1 D145C-2.DK D145-1 FR2181_1 F2020_1 D145D.DK $5,000 FR2020_1 D145D-2.DK D145-2 FR2182_1 F2021 D146.SIB GIVE HELP FR2021 D146-2.SIB-IN-LAW FR2183 GIVE HELP F2022M1 D146A.WHO R`S SIBS ASSISTED D146A-2.WHO R`S FR2022M1 SIBS-IN-LAW ASSISTED FR2184M1 F2022M2 D146A.WHO R`S SIBS ASSISTED D146A-2.WHO R`S FR2022M2 SIBS-IN-LAW ASSISTED FR2184M2 F2023_1 D146.INDEX D146A LOOP FR2023_1 F1975 D130D.# BROTHERS F1976 D130E.1 BRO MARRIED D146-2.INDEX D146A LOOP FR2185_1 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (18 of 47)12/22/2003 7:42:13 AM Family Variables Added F2023_2 D146.INDEX D146A LOOP FR2023_2 D146-2.INDEX D146A LOOP FR2185_2 [F2023_3] D146.INDEX D146A LOOP * see Not present for both own parents and in-laws FR2023_3 D146-2.INDEX D146A LOOP FR2185_3 F2024001 D146B.WHICH SIB HELPED-1 * see Shortened names FR202401 to accomodate FR prefix D146B-2.WHICH SIB-IN-LAW HELPED-1 FR218601 F2024002 D146B.WHICH SIB HELPED-1 * see Shortened names FR202402 to accomodate FR prefix D146B-2.WHICH SIB-IN-LAW HELPED-1 FR218602 F2024003 D146B.WHICH SIB HELPED-1 * see Shortened names FR202403 to accomodate FR prefix D146B-2.WHICH SIB-IN-LAW HELPED-1 FR218603 F2024004 D146B.WHICH SIB HELPED-1 * see Shortened names FR202404 to accomodate FR prefix D146B-2.WHICH SIB-IN-LAW HELPED-1 FR218604 D146B.WHICH SIB HELPED-1 * see Not present for both own parents and [F2024005] in-laws FR202405 * see Shortened names to accomodate FR prefix D146B-2.WHICH SIB-IN-LAW HELPED-1 FR218605 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (19 of 47)12/22/2003 7:42:14 AM Family Variables Added D146B.WHICH SIB HELPED-2 * see Not present for both own parents and [F2024011] in-laws FR202411 * see Shortened names to accomodate FR prefix D146B-2.WHICH SIB-IN-LAW HELPED-2 FR218611 D146B.WHICH SIB HELPED-2 * see Not present for both own parents and [F2024012] in-laws FR202412 * see Shortened names to accomodate FR prefix D146B-2.WHICH SIB-IN-LAW HELPED-2 FR218612 D146B.WHICH SIB HELPED-2 * see Not present for both own parents and [F2024013] in-laws FR202413 * see Shortened names to accomodate FR prefix D146B-2.WHICH SIB-IN-LAW HELPED-2 FR218613 D146B.WHICH SIB HELPED-2 * see Not present for both own parents and [F2024014] in-laws FR202414 * see Shortened names to accomodate FR prefix D146B-2.WHICH SIB-IN-LAW HELPED-2 FR218614 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (20 of 47)12/22/2003 7:42:14 AM Family Variables Added D146B.WHICH SIB HELPED-2 * see Not present for both own parents and [F2024015] in-laws FR202415 * see Shortened names to accomodate FR prefix D146B-2.WHICH SIB-IN-LAW HELPED-2 FR218615 D146B.WHICH SIB HELPED-3 * see Not present for both own parents and [F2024021] in-laws FR202421 * see Shortened names to accomodate FR prefix D146B-2.WHICH SIB-IN-LAW HELPED-3 FR218621 D146B.WHICH SIB HELPED-3 * see Not present for both own parents and [F2024022] in-laws FR202422 * see Shortened names to accomodate FR prefix D146B-2.WHICH SIB-IN-LAW HELPED-3 FR218622 D146B.WHICH SIB HELPED-3 * see Not present for both own parents and [F2024023] in-laws FR202423 * see Shortened names to accomodate FR prefix D146B-2.WHICH SIB-IN-LAW HELPED-3 FR218623 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (21 of 47)12/22/2003 7:42:14 AM Family Variables Added D146B.WHICH SIB HELPED-3 * see Not present for both own parents and [F2024024] in-laws FR202424 * see Shortened names to accomodate FR prefix D146B-2.WHICH SIB-IN-LAW HELPED-3 FR218624 D146B.WHICH SIB HELPED-3 * see Not present for both own parents and [F2024025] in-laws FR202425 * see Shortened names to accomodate FR prefix D146B-2.WHICH SIB-IN-LAW HELPED-3 FR218625 F2025_1 D146.COUNT SIBLINGS HELP FR2025_1 D146 COUNT SIL HELPED FR2187_1 F2025_2 D146.COUNT SIBLINGS HELP FR2025_2 D146 COUNT SIL HELPED FR2187_2 [F2025_3] D146.COUNT SIBLINGS HELP * see Not present for both own parents and in-laws FR2025_3 D146 COUNT SIL HELPED FR2187_3 F2026001 D146C.WHICH HELPED MOST * see Shortened names FR202601 to accomodate FR prefix D146C-2.WHICH HELPED IN-LAW MOST FR2188_1 D146C.WHICH HELPED MOST * see Not present for both own parents and [F2026002] in-laws FR202602 * see Shortened names to accomodate FR prefix D146C-2.WHICH HELPED IN-LAW MOST FR2188_2 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (22 of 47)12/22/2003 7:42:14 AM Family Variables Added F2026003 D146C.WHICH HELPED MOST * see Shortened names FR202603 to accomodate FR prefix D146C-2.WHICH HELPED IN-LAW MOST FR2188_3 F2027 D147.HELP PARENTS D147-2.HELP P-INLAWS FR2189 F2028M1 D147A. WHO HELPS FR2028M1 D147A-2. WHO HELPS FR2190M1 F2028M2 D147A. WHO HELPS FR2028M2 D147A-2. WHO HELPS FR2190M2 F2029_1 D147B.INDEX D147A LOOP FR2029_1 D147B-2.INDEX D147A LOOP FR2191_1 F2029_2 D147B.INDEX D147A LOOP FR2029_2 D147B-2.INDEX D147A LOOP FR2191_2 F2030_1 D147B.R-PARENT CARE * see How much help given by R or Spouse FR2030_1 D147E-2.SPPARENT CARE FP2192_1 F2030_2 D147B.R-PARENT CARE * see How much help given by R or Spouse FR2030_2 D147E-2.SPPARENT CARE FP2192_2 F2031B1 D147B.R-PARENT CARE-Bkt #1 * see How much help given by R or Spouse D147E-2.SPFR2031B1 PARENT CARE-Bkt #1 FP2193B1 F2031B2 D147B.R-PARENT CARE-Bkt #2 * see How much help given by R or Spouse D147E-2.SPFR2031B2 PARENT CARE-Bkt #2 FP2193B2 F2031_1 D147C.DK-200 HRS * see How much help given by R or Spouse FR2031_1 D147F-2.DK-200 HRS FP2193_1 F2031_2 D147C.DK-200 HRS * see How much help given by R or Spouse FR2031_2 D147F-2.DK-200 HRS FP2193_2 FR2027 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (23 of 47)12/22/2003 7:42:14 AM Family Variables Added F2032_1 D147D.DK-500 HRS * see How much help given by R or Spouse FR2032_1 D147G-2.DK-500 HRS FP2194_1 F2032_2 D147D.DK-500 HRS * see How much help given by R or Spouse FR2032_2 D147G-2.DK-500 HRS FP2194_2 F2033_1 D147E.SP-PARENT CARE * see How much help given by R or Spouse FP2030_1 D147B-2.R-PARENT FR2192_1 CARE F2033_2 D147E.SP-PARENT CARE * see How much help given by R or Spouse FP2030_2 D147B-2.R-PARENT FR2192_2 CARE F2034B1 D147E.SP-PARENT CARE-Bkt #1 * see How much help given by R or Spouse FP2031B1 D147B-2.R-PARENT FR2193B1 CARE-Bkt #1 F2034B2 D147E.SP-PARENT CARE-Bkt #2 * see How much help given by R or Spouse FP2031B2 D147B-2.R-PARENT FR2193B2 CARE-Bkt #2 F2034_1 D147F.DK-200 HRS * see How much help given by R or Spouse FP2031_1 D147C-2.DK-200 HRS FR2193_1 F2034_2 D147F.DK-200 HRS * see How much help given by R or Spouse FP2031_2 D147C-2.DK-200 HRS FR2193_2 F2035_1 D147G.DK-500 HRS * see How much help given by R or Spouse FP2032_1 D147D-2.DK-500 HRS FR2194_1 F2035_2 D147G.DK-500 HRS * see How much help given by R or Spouse FP2032_2 D147D-2.DK-500 HRS FR2194_2 F2039 D148.HELP PERSONAL NEEDS FR2039 D148-2.SIL HELP BASIC NEEDS FR2201 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (24 of 47)12/22/2003 7:42:14 AM Family Variables Added F2040M1 D148A.WHO R`S SIBS ASSISTED D148A-2.WHO R`S FR2040M1 SIBS-IN-LAW ASSISTED FR2202M1 F2040M2 D148A.WHO R`S SIBS ASSISTED D148A-2.WHO R`S FR2040M2 SIBS-IN-LAW ASSISTED FR2202M2 F2041_1 D148B.INDEX D148A LOOP FR2041_1 D148B-2.INDEX D148A LOOP FR2203_1 F2041_2 D148B.INDEX D148A LOOP FR2041_2 D148B-2.INDEX D148A LOOP FR2203_2 F2042001 D148B.WHICH SIB HELPED-1 * see Shortened names FR204201 to accomodate FR prefix D148B-2.WHICH SIB-IN-LAW HELPED-1 FR220401 F2042002 D148B.WHICH SIB HELPED-1 * see Shortened names FR204202 to accomodate FR prefix D148B-2.WHICH SIB-IN-LAW HELPED-1 FR220402 F2042003 D148B.WHICH SIB HELPED-1 * see Shortened names FR204203 to accomodate FR prefix D148B-2.WHICH SIB-IN-LAW HELPED-1 FR220403 F2042004 D148B.WHICH SIB HELPED-1 * see Shortened names FR204204 to accomodate FR prefix D148B-2.WHICH SIB-IN-LAW HELPED-1 FR220404 F2042005 D148B.WHICH SIB HELPED-1 * see Shortened names FR204205 to accomodate FR prefix D148B-2.WHICH SIB-IN-LAW HELPED-1 FR220405 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (25 of 47)12/22/2003 7:42:14 AM Family Variables Added F2042006 D148B.WHICH SIB HELPED-1 * see Shortened names FR204206 to accomodate FR prefix D148B-2.WHICH SIB-IN-LAW HELPED-1 FR220406 F2042011 D148B.WHICH SIB HELPED-2 * see Shortened names FR204211 to accomodate FR prefix D148B-2.WHICH SIB-IN-LAW HELPED-2 FR220411 F2042012 D148B.WHICH SIB HELPED-2 * see Shortened names FR204212 to accomodate FR prefix D148B-2.WHICH SIB-IN-LAW HELPED-2 FR220412 F2042013 D148B.WHICH SIB HELPED-2 * see Shortened names FR204213 to accomodate FR prefix D148B-2.WHICH SIB-IN-LAW HELPED-2 FR220413 F2042014 D148B.WHICH SIB HELPED-2 * see Shortened names FR204214 to accomodate FR prefix D148B-2.WHICH SIB-IN-LAW HELPED-2 FR220414 F2042015 D148B.WHICH SIB HELPED-2 * see Shortened names FR204215 to accomodate FR prefix D148B-2.WHICH SIB-IN-LAW HELPED-2 FR220415 F2042016 D148B.WHICH SIB HELPED-2 * see Shortened names FR204216 to accomodate FR prefix D148B-2.WHICH SIB-IN-LAW HELPED-2 FR220416 F2043_1 D148C.COUNT WHICH SIB HELPED D148C-2.COUNT WHICH SIB-INLAW HELPED FR2205_1 FR2043_1 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (26 of 47)12/22/2003 7:42:14 AM Family Variables Added F2043_2 F2044_1 D148C.COUNT WHICH SIB HELPED D148C.WHICH HELPED-1 FR2043_2 D148C-2.COUNT WHICH SIB-INLAW HELPED FR2205_2 FR2044_1 D148C-2.WHICH HELPED-1 * see Relationship codes adjusted FR2206_1 FR2206_2 F2044_2 D148C.WHICH HELPED-1 FR2044_2 D148C-2.WHICH HELPED-1 * see Relationship codes adjusted F2045 D149.HELP PARENTS FR2045 D149-2.HELP P-INLAWS FR2207 F2046M1 D149A. WHO HELPS FR2046M1 D149A-2. WHO HELPS FR2208M1 F2046M2 D149A. WHO HELPS FR2046M2 D149A-2.WHO HELPED FR2208M2 F2047_1 D149B.INDEX D149A LOOP FR2047_1 D149B-2.INDEX D149A LOOP FR2209_1 F2047_2 D149B.INDEX D149A LOOP FR2047_2 D149B-2.INDEX D149A LOOP FR2209_2 F2048_1 D149B.R-PARENT CARE * see How much help given by R or Spouse FR2048_1 D149E-2.SPPARENT CARE FP2210_1 F2048_2 D149B.R-PARENT CARE * see How much help given by R or Spouse FR2048_2 D149E-2.SPPARENT CARE FP2210_2 F2049B1 D149B.R-PARENT CARE-Bkt #1 * see How much help given by R or Spouse D149E-2.SPFR2049B1 PARENT CARE-Bkt #1 FP2211B1 F2049B2 D149B.R-PARENT CARE-Bkt #2 * see How much help given by R or Spouse D149E-2.SPFR2049B2 PARENT CARE-Bkt #2 FP2211B2 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (27 of 47)12/22/2003 7:42:14 AM Family Variables Added F2049_1 D149C.DK-200 HRS * see How much help given by R or Spouse FR2049_1 D149F-2.DK-200 HRS FP2211_1 F2049_2 D149C.DK-200 HRS * see How much help given by R or Spouse FR2049_2 D149F-2.DK-200 HRS FP2211_2 F2050_1 D149D.DK-500 HRS * see How much help given by R or Spouse FR2050_1 D149G-2.DK-500 HRS FP2212_1 F2050_2 D149D.DK-500 HRS * see How much help given by R or Spouse FR2050_2 D149G-2.DK-500 HRS FP2212_2 F2051_1 D149E.SP-PARENT CARE * see How much help given by R or Spouse FP2048_1 D149B-2.R-PARENT FR2210_1 CARE F2051_2 D149E.SP-PARENT CARE * see How much help given by R or Spouse FP2048_2 D149B-2.R-PARENT FR2210_2 CARE F2052B1 D149E.SP-PARENT CARE-Bkt #1 * see How much help given by R or Spouse FP2049B1 D149B-2.R-PARENT FR2211B1 CARE-Bkt #1 F2052B2 D149E.SP-PARENT CARE-Bkt #2 * see How much help given by R or Spouse FP2049B2 D149B-2.R-PARENT FR2211B2 CARE-Bkt #2 F2052_1 D149F.DK-200 HRS * see How much help given by R or Spouse FP2049_1 D149C-2.DK-200 HRS FR2211_1 F2052_2 D149F.DK-200 HRS * see How much help given by R or Spouse FP2049_2 D149C-2.DK-200 HRS FR2211_2 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (28 of 47)12/22/2003 7:42:14 AM Family Variables Added F2053_1 D149G.DK-500 HRS * see How much help given by R or Spouse FP2050_1 D149D-2.DK-500 HRS FR2212_1 F2053_2 D149G.DK-500 HRS * see How much help given by R or Spouse FP2050_2 D149D-2.DK-500 HRS FR2212_2 F2057 D150.RECEIVE 500 OR MORE FR2057 D150-2.RECEIVE 500 OR MORE FR2219 F2058M1 D150A.WHO R ASSISTED FR2058M1 D150A-2.WHO R ASSISTED FR2220M1 F2058M2 D150A.WHO R ASSISTED FR2058M2 D150A-2.WHO R ASSISTED FR2220M2 F2059_1 D150BS.INDEX D150A LOOP FR2059_1 D150BS-2.INDEX D150A LOOP FR2221_1 F2059_2 D150BS.INDEX D150A LOOP FR2059_2 D150BS-2.INDEX D150A LOOP FR2221_2 F2060_1 D150B. ASSISTANCE FR2060_1 D150B-2. ASSISTANCE FR2222_1 F2060_2 D150B. ASSISTANCE FR2060_2 D150B-2. ASSISTANCE FR2222_2 F2061B1 D150B-2. D150B. FR2223B1 FR2061B1 ASSISTANCE-Bkt #1 ASSISTANCE-Bkt #1 F2061B2 D150B-2. D150B. FR2223B2 FR2061B2 ASSISTANCE-Bkt #2 ASSISTANCE-Bkt #2 F2061_1 D150C.DK-1 FR2061_1 D150C-2.DK-1 FR2223_1 F2061_2 D150C.DK-1 FR2061_2 D150C-2.DK-1 FR2223_2 F2062_1 D150D.DK-2 FR2062_1 D150D-2.DK-2 FR2224_1 F2062_2 D150D.DK-2 FR2062_2 D150D-2.DK-2 FR2224_2 F2068 D90-2.MOTHER-INLAW LIVING FR2068 D90.MOTHER LIVING FR1906 F2069 D91A-2.MOTHERIN-LAW AGE FR2069 D91A.MOTHER AGE FR1907 F2070 D91B-2. MOTHERIN-LAW NEEDS FR2070 D91B. MOTHER NEEDS FR1908 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (29 of 47)12/22/2003 7:42:14 AM Family Variables Added F2071 D91C-2. MOTHERIN-LAW ALONE HOUR FR2071 D91C. MOTHER ALONE HOUR FR1909 F2072 D91D-2.MOTHERIN-LAW MEMORY FR2072 D91D.MOTHER MEMORY FR1910 F2073 D92A-2. AGE MOTHER-IN-LAW DIED FR2073 D92A. AGE MOTHER DIED FR1911 F2074 D92B-2.MOTHERIN-LAW MONTH DIE FR2074 D92B.MOTHER MONTH DIE FR1912 F2075 D92BA-2.MOTHERIN-LAW YEAR DIE FR2075 D92BA.MOTHER YEAR DIE FR1913 F2076 D92C.MOTHER-INLAW ILLNESS FR2076 D92C.MOTHER ILLNESS FR1914 F2077 D92D-2.MOTHERIN-LAW NURSING HOME FR2077 D92D.MOTHER NURSING HOME FR1915 F2078 D93-2.FATHER-INLAW LIVING FR2078 D93.FATHER LIVING FR1916 F2079 D94A-2.FATHER-INFR2079 LAW AGE D94A.FATHER AGE FR1917 F2080 D94B-2.FATHER-INFR2080 LAW NEEDS D94B.FATHER NEEDS FR1918 F2081 D94C-2.FATHER-INFR2081 LAW ALONE HOUR D94C.FATHER ALONE HOUR FR1919 F2082 D94D-2.FATHER-INFR2082 LAW MEMORY D94D.FATHER MEMORY FR1920 F2083 D95A-2.FATHER-INFR2083 LAW AGE DIED D95A.FATHER AGE FR1921 DIED F2084 D95B-2.FATHER-INFR2084 LAW MONTH DIE D95B.FATHER MONTH DIE FR1922 F2085 D95BA-2.FATHERIN-LAW YEAR DIE D95BA.FATHER YEAR DIE FR1923 F2086 D95C-2.FATHER-INFR2086 LAW ILLNESS D95C.FATHER ILLNESS FR1924 FR2085 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (30 of 47)12/22/2003 7:42:14 AM Family Variables Added F2087 D95D-2.FATHER-INLAW NURSING FR2087 HOME D95D.FATHER NURSING HOME FR1925 F2089 D96-2.STILL MARRIED FR2089 D96.STILL MARRIED FR1927 F2090 D97A-2.MOTHERIN-LAW CURRENTLY MARRIED FR2090 D97A.MOTHER CURRENTLY MARRIED FR1928 F2091 D97B-2.FATHER-INLAW CURRENTLY FR2091 MARRIED D97B.FATHER CURRENTLY MARRIED FR1929 F2092 D98-2.THEY OWN HOME FR2092 D98.THEY OWN HOME FR1930 F2093 D99-2.BETTER FIN SITU FR2093 D99.BETTER FIN SITU FR1931 F2094 D100-2.THEY LIVE TOGETHER FR2094 D100.THEY LIVE TOGETHER FR1932 F2095 D101-2.LIVE WITH WHOM FR2095 D101.LIVE WITH WHOM FR1933 F2096 D101A-2.WHICH SIBLING-IN-LAW FR2096 D101A.WHICH SIBLING FR1934 F2097 D102-2.WHO MOVED FR2097 D102.WHO MOVED FR1935 F2098 D103-2.MONTH MOVED FR2098 D103.MONTH MOVED FR1936 F2099 D103A-2.YEAR MOVED FR2099 D103A.YEAR MOVED FR1937 F2100 D104-2.WHO MOVED HELPED FR2100 D104.WHO MOVED HELPED FR1938 F2101 D105-2.THEY LIVE 10 MILES FR2101 D105.THEY LIVE 10 FR1939 MILES F2102M D106-2.REGION THEY-IN-LAW LIVE FR2102M D106.REGION THEY LIVE FR1940M file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (31 of 47)12/22/2003 7:42:14 AM Family Variables Added F2103 D107-2.HAD CONTACT P-INLAWS FR2103 D107.HAD CONTACT PARENTS FR1941 F2104 D107A-2.FREQ OF CONTACT PER FR2104 D107A.FREQ OF CONTACT PER FR1942 F2106 D108-2.FILL1 OWN HOME FR2106 D108.FILL1 OWN HOME FR1944 F2107 D109-2.FILL2 FINAN SITU FR2107 D109.FILL2 FINAN SITU FR1945 F2108 D110-2.WHOM MOTHER-IN-LAW LIVE FR2108 D110.WHOM MOTHER LIVE FR1946 F2109 D110A-2.WHICH SIBLING-IN-LAW FR2109 D110A.WHICH SIBLING FR1947 F2110 D111-2.WHO MOVED FR2110 D111.WHO MOVED FR1948 F2111 D112-2.MONTH MOVED FR2111 D112.MONTH MOVED FR1949 F2112 D112A-2.YEAR MOVED FR2112 D112A.YEAR MOVED FR1950 F2113 D113-2.WHO MOVED HELPED FR2113 D113.WHO MOVED HELPED FR1951 F2114 D114-2.MOTHER-INLAW LIVE 10 FR2114 MILES D114.MOTHER LIVE 10 MILES FR1952 F2115M D115-2.REGION MOTHER-IN-LAW LIVE FR2115M D115.REGION MOTHER LIVE FR1953M F2116 D116-2.HAD CONTACT FR2116 D116.HAD CONTACT FR1954 F2117 D116A-2.FREQ OF CONTACT PER FR2117 D116A.FREQ OF CONTACT PER FR1955 F2119 D118-2.FILL11 OWN FR2119 HOME D118.FILL11 OWN HOME FR1957 F2120 D119-2.FILL12 FINAN SITU D119.FILL12 FINAN FR1958 SITU FR2120 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (32 of 47)12/22/2003 7:42:14 AM Family Variables Added F2121 D120-2.WHOM FATHER-IN-LAW LIVE FR2121 D120.WHOM FATHER LIVE FR1959 F2122 D120A-2.WHICH SIBLING-IN-LAW FR2122 D120A.WHICH SIBLING FR1960 F2123 D121-2.WHO MOVED FR2123 D121.WHO MOVED FR1961 F2124 D122-2.MONTH MOVED FR2124 D122.MONTH MOVED FR1962 F2125 D122A-2.YEAR MOVED FR2125 D122A.YEAR MOVED FR1963 F2126 D123-2.WHO MOVED HELP FR2126 D123.WHO MOVED HELP FR1964 F2127 D124-2.FATHER-INLAW LIVES 10 FR2127 MILES D124.FATHER LIVES 10 MILES FR1965 F2128M D125-2.REGION FATHER-IN-LAW LIVE FR2128M D125.REGION FATHER LIVE FR1966M F2129 D126-2.HAD CONTACT FILL14 FR2129 D126.HAD CONTACT FILL14 FR1967 F2130 D126A-2.FREQ OF CONTACT PER FR2130 D126A.FREQ OF CONTACT PER FR1968 F2133 D130-2.INTRO BROTHER/SISTERIN-LAWS FR2133 D130.INTRO BROTHERS/ SISTERS FR1971 F2134 D130A-2.# SISTERSFR2134 IN-LAW D130A.# SISTERS FR1972 F2135 D130B-2.1 SIS-INLAW MARRIED FR2135 D130B.1 SIS MARRIED FR1973 F2136 D130C-2.# SIS-INLAW MARRIED FR2136 D130C.# SIS MARRIED FR1974 F2137 D130D-2.# BROTHERS-INLAW FR2137 D130D.# BROTHERS FR1975 F2138 D130E-2.1 BRO-INLAW MARRIED FR2138 D130E.1 BRO MARRIED FR1976 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (33 of 47)12/22/2003 7:42:14 AM Family Variables Added F2139 D130F-2. BROTHERS-INLAW MARRIED F2146 D130F.BROTHERS MARRIED FR1977 D131-2.SIBLING-INFR2146 LAW ROSTER D131.SIBLING ROSTER FR1984 F2148 D132-2.COUNT SIBS-IN-LAW FR2148 D132.COUNT SIBLINGS FR1986 F2175 D145-2 COUNT UPDATED SIB-INLAW LIST FR2175 D145 COUNT UPDATED SIB LIST FR2013 F2177 D145-2.R GIVE ASSISTANCE FR2177 D145.R GIVE ASSISTANCE FR2015 F2178M1 D145A-2.WHO R ASSISTED FR2178M1 D145A.WHO R ASSISTED FR2016M1 F2179_1 D145BS-2.INDEX D145A LOOP FR2179_1 D145BS.INDEX D145A LOOP FR2017_1 F2180_1 D145B-2.MONEY REL GAVE FR2180_1 D145B.MONEY REL FR2018_1 GAVE F2181B1 D145B-2.MONEY REL GAVE-Bkt #1 FR2181B1 D145B.MONEY REL FR2019B1 GAVE-Bkt #1 F2181_1 D145C-2.DK D145-1 FR2181_1 D145C.DK $1,000 FR2019_1 F2182_1 D145D-2.DK D145-2 FR2182_1 D145D.DK $5,000 FR2020_1 F2183 D146-2.SIB-IN-LAW FR2183 GIVE HELP D146.SIB GIVE HELP FR2021 F2184M1 D146A-2.WHO R`S SIBS-IN-LAW ASSISTED FR2184M1 D146A.WHO R`S SIBS ASSISTED FR2022M1 F2184M2 D146A-2.WHO R`S SIBS-IN-LAW ASSISTED FR2184M2 D146A.WHO R`S SIBS ASSISTED FR2022M2 F2185_1 D146-2.INDEX D146A LOOP FR2185_1 D146.INDEX D146A LOOP FR2023_1 F2185_2 D146-2.INDEX D146A LOOP FR2185_2 D146.INDEX D146A LOOP FR2023_2 F2185_3 D146-2.INDEX D146A LOOP FR2185_3 D146.INDEX D146A LOOP FR2023_3 FR2139 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (34 of 47)12/22/2003 7:42:14 AM Family Variables Added F2186001 D146B-2.WHICH SIB-IN-LAW HELPED-1 * see Shortened names FR218601 to accomodate FR prefix D146B.WHICH SIB HELPED-1 FR202401 F2186002 D146B-2.WHICH SIB-IN-LAW HELPED-1 * see Shortened names FR218602 to accomodate FR prefix D146B.WHICH SIB HELPED-1 FR202402 F2186003 D146B-2.WHICH SIB-IN-LAW HELPED-1 * see Shortened names FR218603 to accomodate FR prefix D146B.WHICH SIB HELPED-1 FR202403 F2186004 D146B-2.WHICH SIB-IN-LAW HELPED-1 * see Shortened names FR218604 to accomodate FR prefix D146B.WHICH SIB HELPED-1 FR202404 F2186005 D146B-2.WHICH SIB-IN-LAW HELPED-1 * see Shortened names FR218605 to accomodate FR prefix D146B.WHICH SIB HELPED-1 FR202405 F2186011 D146B-2.WHICH SIB-IN-LAW HELPED-2 * see Shortened names FR218611 to accomodate FR prefix D146B.WHICH SIB HELPED-2 FR202411 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (35 of 47)12/22/2003 7:42:14 AM Family Variables Added F2186012 D146B-2.WHICH SIB-IN-LAW HELPED-2 * see Shortened names FR218612 to accomodate FR prefix D146B.WHICH SIB HELPED-2 FR202412 F2186013 D146B-2.WHICH SIB-IN-LAW HELPED-2 * see Shortened names FR218613 to accomodate FR prefix D146B.WHICH SIB HELPED-2 FR202413 F2186014 D146B-2.WHICH SIB-IN-LAW HELPED-2 * see Shortened names FR218614 to accomodate FR prefix D146B.WHICH SIB HELPED-2 FR202414 F2186015 D146B-2.WHICH SIB-IN-LAW HELPED-2 * see Shortened names FR218615 to accomodate FR prefix D146B.WHICH SIB HELPED-2 FR202415 F2186021 D146B-2.WHICH SIB-IN-LAW HELPED-3 * see Shortened names FR218621 to accomodate FR prefix D146B.WHICH SIB HELPED-3 FR202421 F2186022 D146B-2.WHICH SIB-IN-LAW HELPED-3 * see Shortened names FR218622 to accomodate FR prefix D146B.WHICH SIB HELPED-3 FR202422 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (36 of 47)12/22/2003 7:42:14 AM Family Variables Added F2186023 D146B-2.WHICH SIB-IN-LAW HELPED-3 * see Shortened names FR218623 to accomodate FR prefix D146B.WHICH SIB HELPED-3 FR202423 F2186024 D146B-2.WHICH SIB-IN-LAW HELPED-3 * see Shortened names FR218624 to accomodate FR prefix D146B.WHICH SIB HELPED-3 FR202424 F2186025 D146B-2.WHICH SIB-IN-LAW HELPED-3 * see Shortened names FR218625 to accomodate FR prefix D146B.WHICH SIB HELPED-3 FR202425 F2187_1 D146 COUNT SIL HELPED FR2187_1 D146.COUNT SIBLINGS HELP FR2025_1 F2187_2 D146 COUNT SIL HELPED FR2187_2 D146.COUNT SIBLINGS HELP FR2025_2 F2187_3 D146 COUNT SIL HELPED FR2187_3 D146.COUNT SIBLINGS HELP FR2025_3 F2188_1 D146C-2.WHICH HELPED IN-LAW MOST FR2188_1 D146C.WHICH HELPED MOST FR202601 F2188_2 D146C-2.WHICH HELPED IN-LAW MOST FR2188_2 D146C.WHICH HELPED MOST FR202602 F2188_3 D146C-2.WHICH HELPED IN-LAW MOST FR2188_3 D146C.WHICH HELPED MOST FR202603 F2189 D147-2.HELP P-INLAWS FR2189 D147.HELP PARENTS FR2027 F2190M1 D147A-2. WHO HELPS FR2190M1 D147A. WHO HELPS FR2028M1 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (37 of 47)12/22/2003 7:42:14 AM Family Variables Added F2190M2 D147A-2. WHO HELPS FR2190M2 D147A. WHO HELPS FR2028M2 F2191_1 D147B-2.INDEX D147A LOOP FR2191_1 D147B.INDEX D147A LOOP FR2029_1 F2191_2 D147B-2.INDEX D147A LOOP FR2191_2 D147B.INDEX D147A LOOP FR2029_2 F2192_1 D147B-2.R-PARENT CARE * see How much help FR2192_1 given by R or Spouse D147E.SP-PARENT CARE FP2030_1 F2192_2 D147B-2.R-PARENT CARE * see How much help FR2192_2 given by R or Spouse D147E.SP-PARENT CARE FP2030_2 F2193B1 D147B-2.R-PARENT CARE-Bkt #1 D147E.SP-PARENT FR2193B1 * see How much help CARE-Bkt #1 given by R or Spouse FP2031B1 F2193B2 D147B-2.R-PARENT CARE-Bkt #2 D147E.SP-PARENT FR2193B2 * see How much help CARE-Bkt #2 given by R or Spouse FP2031B2 F2193_1 D147C-2.DK-200 HRS * see How much help given by R or Spouse FR2193_1 D147F.DK-200 HRS FP2031_1 F2193_2 D147C-2.DK-200 HRS * see How much help given by R or Spouse FR2193_2 D147F.DK-200 HRS FP2031_2 F2194_1 D147D-2.DK-500 HRS * see How much help given by R or Spouse FR2194_1 D147G.DK-500 HRS FP2032_1 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (38 of 47)12/22/2003 7:42:14 AM Family Variables Added F2194_2 D147D-2.DK-500 HRS * see How much help given by R or Spouse FR2194_2 D147G.DK-500 HRS FP2032_2 F2195_1 D147E-2.SPPARENT CARE * see How much help given by R or Spouse FP2192_1 D147B.R-PARENT CARE FR2030_1 F2195_2 D147E-2.SPPARENT CARE * see How much help given by R or Spouse FP2192_2 D147B.R-PARENT CARE FR2030_2 F2196B1 D147E-2.SPPARENT CARE-Bkt #1 * see How much help given by R or Spouse FP2193B1 D147B.R-PARENT CARE-Bkt #1 FR2031B1 F2196B2 D147E-2.SPPARENT CARE-Bkt #2 * see How much help given by R or Spouse FP2193B2 D147B.R-PARENT CARE-Bkt #2 FR2031B2 F2196_1 D147F-2.DK-200 HRS * see How much help given by R or Spouse FP2193_1 D147C.DK-200 HRS FR2031_1 F2196_2 D147F-2.DK-200 HRS * see How much help given by R or Spouse FP2193_2 D147C.DK-200 HRS FR2031_2 F2197_1 D147G-2.DK-500 HRS * see How much help given by R or Spouse FP2194_1 D147D.DK-500 HRS FR2032_1 F2197_2 D147G-2.DK-500 HRS * see How much help given by R or Spouse FP2194_2 D147D.DK-500 HRS FR2032_2 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (39 of 47)12/22/2003 7:42:14 AM Family Variables Added F2201 D148-2.SIL HELP BASIC NEEDS FR2201 D148.HELP PERSONAL NEEDS FR2039 F2202M1 D148A-2.WHO R`S SIBS-IN-LAW ASSISTED FR2202M1 D148A.WHO R`S SIBS ASSISTED FR2040M1 F2202M2 D148A-2.WHO R`S SIBS-IN-LAW ASSISTED FR2202M2 D148A.WHO R`S SIBS ASSISTED FR2040M2 F2203_1 D148B-2.INDEX D148A LOOP FR2203_1 D148B.INDEX D148A LOOP FR2041_1 F2203_2 D148B-2.INDEX D148A LOOP FR2203_2 D148B.INDEX D148A LOOP FR2041_2 F2204001 D148B-2.WHICH SIB-IN-LAW HELPED-1 * see Shortened names FR220401 to accomodate FR prefix D148B.WHICH SIB HELPED-1 FR204201 F2204002 D148B-2.WHICH SIB-IN-LAW HELPED-1 * see Shortened names FR220402 to accomodate FR prefix D148B.WHICH SIB HELPED-1 FR204202 F2204003 D148B-2.WHICH SIB-IN-LAW HELPED-1 * see Shortened names FR220403 to accomodate FR prefix D148B.WHICH SIB HELPED-1 FR204203 F2204004 D148B-2.WHICH SIB-IN-LAW HELPED-1 * see Shortened names FR220404 to accomodate FR prefix D148B.WHICH SIB HELPED-1 FR204204 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (40 of 47)12/22/2003 7:42:14 AM Family Variables Added D148B-2.WHICH SIB-IN-LAW HELPED-1 * see Shortened names FR220405 to accomodate FR prefix D148B.WHICH SIB HELPED-1 FR204205 D148B-2.WHICH SIB-IN-LAW HELPED-1 * see Not present for [F2204006] both own parents and FR220406 in-laws * see Shortened names to accomodate FR prefix D148B.WHICH SIB HELPED-1 FR204206 F2204011 D148B-2.WHICH SIB-IN-LAW HELPED-2 * see Shortened names FR220411 to accomodate FR prefix D148B.WHICH SIB HELPED-2 FR204211 F2204012 D148B-2.WHICH SIB-IN-LAW HELPED-2 * see Shortened names FR220412 to accomodate FR prefix D148B.WHICH SIB HELPED-2 FR204212 F2204013 D148B-2.WHICH SIB-IN-LAW HELPED-2 * see Shortened names FR220413 to accomodate FR prefix D148B.WHICH SIB HELPED-2 FR204213 F2204005 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (41 of 47)12/22/2003 7:42:14 AM Family Variables Added F2204014 D148B-2.WHICH SIB-IN-LAW HELPED-2 * see Shortened names FR220414 to accomodate FR prefix D148B.WHICH SIB HELPED-2 FR204214 F2204015 D148B-2.WHICH SIB-IN-LAW HELPED-2 * see Shortened names FR220415 to accomodate FR prefix D148B.WHICH SIB HELPED-2 FR204215 D148B-2.WHICH SIB-IN-LAW HELPED-2 * see Not present for [F2204016] both own parents and FR220416 in-laws * see Shortened names to accomodate FR prefix D148B.WHICH SIB HELPED-2 FR204216 FR2205_1 D148C.COUNT WHICH SIB HELPED FR2043_1 FR2205_2 D148C.COUNT WHICH SIB HELPED FR2043_2 FR2206_1 D148C.WHICH HELPED-1 * see Relationship codes adjusted FR2044_1 FR2044_2 FR2045 F2205_1 D148C-2.COUNT WHICH SIB-INLAW HELPED F2205_2 D148C-2.COUNT WHICH SIB-INLAW HELPED F2206_1 D148C-2.WHICH HELPED-1 F2206_2 D148C-2.WHICH HELPED-1 FR2206_2 D148C.WHICH HELPED-1 * see Relationship codes adjusted F2207 D149-2.HELP P-INLAWS FR2207 D149.HELP PARENTS file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (42 of 47)12/22/2003 7:42:14 AM Family Variables Added F2208M1 D149A-2. WHO HELPS D149A-2.WHO HELPED [F2208M2] * see Not present for both own parents and in-laws FR2208M1 D149A. WHO HELPS FR2046M1 FR2208M2 D149A. WHO HELPS FR2046M2 F2209_1 D149B-2.INDEX D149A LOOP FR2209_1 D149B.INDEX D149A LOOP FR2047_1 [F2209_2] D149B-2.INDEX D149A LOOP * see Not present for both own parents and in-laws FR2209_2 D149B.INDEX D149A LOOP FR2047_2 F2210_1 D149B-2.R-PARENT CARE * see How much help FR2210_1 given by R or Spouse D149E.SP-PARENT CARE FP2048_1 [F2210_2] D149B-2.R-PARENT CARE * see How much help given by R or Spouse FR2210_2 * see Not present for both own parents and in-laws D149E.SP-PARENT CARE FP2048_2 F2211B1 D149B-2.R-PARENT CARE-Bkt #1 D149E.SP-PARENT FR2211B1 * see How much help CARE-Bkt #1 given by R or Spouse FP2049B1 [F2211B2] D149B-2.R-PARENT CARE-Bkt #2 * see How much help given by R or Spouse FR2211B2 D149E.SP-PARENT CARE-Bkt #2 * see Not present for both own parents and in-laws FP2049B2 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (43 of 47)12/22/2003 7:42:14 AM Family Variables Added F2211_1 D149C-2.DK-200 HRS * see How much help given by R or Spouse FR2211_1 D149F.DK-200 HRS FP2049_1 [F2211_2] D149C-2.DK-200 HRS * see How much help given by R or Spouse * see Not present for both own parents and in-laws FR2211_2 D149F.DK-200 HRS FP2049_2 F2212_1 D149D-2.DK-500 HRS * see How much help given by R or Spouse FR2212_1 D149G.DK-500 HRS FP2050_1 [F2212_2] D149D-2.DK-500 HRS * see How much help given by R or Spouse * see Not present for both own parents and in-laws FR2212_2 D149G.DK-500 HRS FP2050_2 F2213_1 D149E-2.SPPARENT CARE * see How much help given by R or Spouse FP2210_1 D149B.R-PARENT CARE FR2048_1 [F2213_2] D149E-2.SPPARENT CARE * see How much help given by R or Spouse * see Not present for both own parents and in-laws FP2210_2 D149B.R-PARENT CARE FR2048_2 F2214B1 D149E-2.SPPARENT CARE-Bkt #1 * see How much help given by R or Spouse FP2211B1 D149B.R-PARENT CARE-Bkt #1 FR2049B1 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (44 of 47)12/22/2003 7:42:14 AM Family Variables Added [F2214B2] D149E-2.SPPARENT CARE-Bkt #2 * see How much help given by R or Spouse * see Not present for both own parents and in-laws FP2211B2 D149B.R-PARENT CARE-Bkt #2 FR2049B2 F2214_1 D149F-2.DK-200 HRS * see How much help given by R or Spouse FP2211_1 D149C.DK-200 HRS FR2049_1 [F2214_2] D149F-2.DK-200 HRS * see How much help given by R or Spouse * see Not present for both own parents and in-laws FP2211_2 D149C.DK-200 HRS FR2049_2 F2215_1 D149G-2.DK-500 HRS * see How much help given by R or Spouse FP2212_1 D149D.DK-500 HRS FR2050_1 [F2215_2] D149G-2.DK-500 HRS * see How much help given by R or Spouse * see Not present for both own parents and in-laws FP2212_2 D149D.DK-500 HRS FR2050_2 F2219 D150-2.RECEIVE 500 OR MORE FR2219 D150.RECEIVE 500 OR MORE FR2057 F2220M1 D150A-2.WHO R ASSISTED FR2220M1 D150A.WHO R ASSISTED FR2058M1 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (45 of 47)12/22/2003 7:42:14 AM Family Variables Added D150A-2.WHO R ASSISTED [F2220M2] * see Not present for both own parents and in-laws FR2220M2 D150A.WHO R ASSISTED FR2058M2 F2221_1 D150BS-2.INDEX D150A LOOP FR2221_1 D150BS.INDEX D150A LOOP FR2059_1 [F2221_2] D150BS-2.INDEX D150A LOOP * see Not present for both own parents and in-laws FR2221_2 D150BS.INDEX D150A LOOP FR2059_2 F2222_1 D150B-2. ASSISTANCE FR2222_1 D150B. ASSISTANCE FR2060_1 [F2222_2] D150B-2. ASSISTANCE * see Not present for both own parents and in-laws FR2222_2 D150B. ASSISTANCE FR2060_2 F2223B1 D150B. D150B-2. FR2061B1 FR2223B1 ASSISTANCE-Bkt #1 ASSISTANCE-Bkt #1 [F2223B2] D150B-2. ASSISTANCE-Bkt #2 D150B. * see Not present for FR2061B2 FR2223B2 ASSISTANCE-Bkt #2 both own parents and in-laws F2223_1 D150C-2.DK-1 FR2223_1 D150C.DK-1 FR2061_1 [F2223_2] D150C-2.DK-1 * see Not present for both own parents and in-laws FR2223_2 D150C.DK-1 FR2061_2 F2224_1 D150D-2.DK-2 FR2224_1 D150D.DK-2 FR2062_1 [F2224_2] D150D-2.DK-2 * see Not present for both own parents and in-laws FR2224_2 D150D.DK-2 FR2062_2 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (46 of 47)12/22/2003 7:42:14 AM Family Variables Added F2253 F2254 D157.FAM DECISION: Who has more say? D157A.MORE SAY FR2253 D157.FAM DECISION: Who has more say? * see Relationship codes adjusted * see Opinions solicted from FamR FR2253 FR2254 D157B.MORE SAY * see Opinions solicted from FamR FP2254 FR2254 F2255 D157B.MORE SAY FP2254 D157A.MORE SAY * see Opinions solicted from FamR F2264 MOTHER DIED FR2264 MOTHER-IN-LAW DIED FR2266 F2265 FATHER DIED FR2265 FATHER-IN-LAW DIED FR2267 F2266 MOTHER-IN-LAW DIED FR2266 MOTHER DIED FR2264 F2267 FATHER-IN-LAW DIED FR2267 FATHER DIED FR2265 file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/famvar_F.html (47 of 47)12/22/2003 7:42:14 AM Notes Summary HRS 1998: Notes Summary ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● ● Notes about generally helpful variables Tracker not completely updated for core Illogical interview dates Marital Status Variable Derivations Gender Discrepancies Birth Year Discrepancies Race and Whether Hispanic Discrepancies Notes about Financial Variables Income Variables Assigned to Self/Spouse-Partner Variables (FR/FP) Who worked for pay last year Who receives transfer, IRA/pension, trust income Whose parents an inheritance is from Derived categorical bracket variables Random entry points for unfolding bracket questions Preloads for random entry points for unfolding bracket questions How much income last year (rent, own); business/farm, dividends/interest Income last calendar year derived from monthly income questions-veteran benefits, social security, SSI, pensions/annuities, food stamps Income last calendar year variables recoded for missing values Missing income amounts filled from unfolding bracket questions Warnings about skip patterns or data ❍ Notes on unfolding bracket questions for self-employment and wages ❍ Notes on unfolding bracket questions for other earned income ❍ Possible Apparent Discrepancies from Comment Coding Notes about Family Variables how much help R and Spouse gave to own parents and in-laws shortened names for variables already 8-characters, to accomodate "FR" prefix number of variable occurrences different for FamR's own family vs in-laws relationship codes adjusted for non-FamR opinions solicted from FamR Family Variable Assignments. file:///C|/Documents%20and%20Settings/stclair/My%20Documents/Aging/FlatFiles/DocFF/H98ff/Part/note_F.html12/22/2003 7:42:59 AM HRS 1998 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 1998. The incm98f1 and wlth98f1 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 1998 file, the household IDs are FHHID (7-character) and FHHIDN (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 (H4AIRA) combines three individual IRAs (H4AIRA1, H4AIRA2, H4AIRA3). The imputation flag for total IRAs (H4AFIRA) 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: H4AFIRA = 100*H4AFIRA1 + 10*H4AFIRA2 + H4AFIRA1 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 1998 Wealth Totals and Main Components HRS 1998 Wealth – all are household level variables Prefix Description H4AF household asset imputation flag H4AO whether owns household asset H4A household asset value, set to zero for non-owners W4A 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, combines HOU1 and MOBL 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, H4AFRLES indicates whether the value or ownership of other real estate is imputed. H4AORLES indicates whether the household reports (or is imputed to) owning other real estate. H4ARLES is the given or imputed value of other real estate, set to zero for non-owners. W4ARLES is the same as H4ARLES, 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., H4AORLES, indicates ownership but both the H4A and W4A, e.g., H4ARLES and W4ARLES variables are zero. Table 2. Variable Prefixes and Stems for HRS 1998 Partial Wealth Components HRS 1998 Partial Wealth Components - all are household level variables Prefix Description I4AF partial asset component imputation flag I4AO whether owns partial asset component I4A partial asset component value Stem Description HOU1 Primary Residence – House, included in HOUS MOBL Primary Residence – Mobile Home, included in HOUS 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, I4AFHOU1 indicates whether the value or ownership of the house that is the primary residence is imputed. I4AOHOU1 indicates if the household reports (or is imputed to) owning the primary residence house. I4AHOU1 is the given or imputed value of the house. Partial component values are missing if the component is not owned. Thus if I4AOHOU1 indicates no ownership, then I4AHOU1 is missing. Table 3. Variable Prefixes and Stems for HRS 1998 Income Totals and Main Components HRS 1998 Income Prefix Description Household Level H4IF household income imputation flag H4IO whether household receives income from this source H4I household income value, set to zero for non-owners W4I household income value, set to missing for non-owners Respondent Level R4IF respondent income imputation flag R4IO whether respondent receives income from this source R4I respondent income value, set to zero for non-owners X4I respondent income value, set to missing for non-owners Spouse Level S4IF spouse income imputation flag S4IO whether spouse receives income from this source S4I spouse income value, set to zero for non-owners Y4I 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, R4IFEARN indicates whether the respondent’s earned income is imputed. R4IOEARN indicates whether the respondent reports (or is imputed to) having any earned income. R4IEARN is the given or imputed amount the respondent earned in the last calendar year, set to zero for those who don’t receive any. X4IEARN is the same as R4IEARN, 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., R4IOEARN, indicates ownership but both the R4I and X4I variables, e.g., R4IEARN and X4IEARN, are zero. For the spouse S4IFEARN, S4IOEARN, S4IEARN, and Y4IEARN are analogous to R4IFEARN, R4IOEARN, R4IEARN, and X4IEARN, respectively. Table 4. Variable Prefixes and Stems for HRS 1998 Partial Income Components HRS 1998 Partial Income Components Prefix Description Household Level H4F household partial income component imputation flag H4O whether household receives income from this partial component IH4 household partial income component value Respondent Level R4F respondent partial income component imputation flag R4O whether respondent receives income from this partial component IR4 respondent partial income component value Spouse Level S4F spouse income partial component imputation flag S4O whether spouse receives income from this partial component IS4 spouse partial income component value HRS 1998 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 R4IGXFR and S4IGXFR, 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 R4IGXFR and S4IGXFR, 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 R4ISSDI and S4ISSDI, 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, R4FUNEM indicates whether the respondent’s income from unemployment is imputed. R4OUNEM indicates whether the respondent reports (or is imputed to) receiving any unemployment income. IR4UNEM 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., R4OUNEM, indicates ownership but the IR4 variable, e.g., IR4UNEM, is zero. For the spouse S4FUNEM, S4OUNEM, and IS4UNEM are analogous to R4FUNEM, R4OUNEM, and IR4UNEM, 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.