We now have some questions about your household income in [PAST_CALENDAR_YEAR].

As your generation enters their 50s and 60s, information on your economic transitions is of importance to policy makers. This year, we have shortened the previous income questions, and added separate questions on income from retirement and disability sources. Please report your income before deductions for taxes or anything else.

We appreciate that some questions are difficult to answer and may seem intrusive. As with all questions in this survey, we want to reassure you that the information you provide is confidential.

INTERVIEWER: PLEASE NOTE THAT THE INCOME SECTION WILL COVER TWO TIME PERIODS: THE INCOME R RECEIVED IN [PAST_CALENDAR_YEAR] AND INCOME THE R IS GETTING CURRENTLY. PLEASE READ THE TIME PERIODS CLEARLY IN EACH QUESTION.

During [PAST_CALENDAR_YEAR], how much did you receive from wages, salary, commissions, or tips from all civilian and military jobs? Please do not include payments from retirement sources as we will be asking about those later.

(READ IF NECESSARY: Please report your income before deductions for taxes or anything else.)

(INTERVIEWER: IF NONE, ENTER "0".)

Can you give me an approximate range for that amount?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

Would it amount to $34,000 or more?

Would it amount to $15,000 or more?

Would it amount to $50,000 or more?

[During/Excluding any income you already have mentioned...) During] [PAST_CALENDAR_YEAR], did you receive any income from your own farm, or from your own non-farm business, partnership, or professional practice?

(INTERVIEWER: PLEASE SELECT ALL THAT APPLY.)

INSELECTION([Q13-6],3)

([Farm ownership reported in income qs]==0 && [Business or Professional practice ownership reported in income qs]==0)

COMMENT: Did R report either farm or business income?

[q13-5 refusal flag] == 1

COMMENT: R already refuse previous estimates?

How much did you receive after expenses from [{farmbppinc_text3}]?

Can you give me an approximate range for that amount?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

[estimate amount of total income from wages and salary in past calendar year] == -1

COMMENT: R already refuse previous estimates?

Would it amount to $28,000 or more?

Would it amount to $2,500 or more?

Would it amount to $40,000 or more?

Now we would like to ask you some questions about retirement sources you might have. We will be asking about pensions, annuities, and income from social security separately.

Are you currently receiving any income from retirement pensions from an employer or the military?

(READ IF NECESSARY: We will ask you about income from Social Security shortly.)

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1 || [{rannuities_ref}] == 1)

COMMENT: R already refuse previous estimates?

How much did you receive in [PAST_CALENDAR_YEAR] from all pensions?

(INTERVIEWER: IF NO INCOME FROM OTHER RETIREMENT PENSIONS IN [PAST_CALENDAR_YEAR], ENTER "0").

Can you give me an approximate range for that amount in [PAST_CALENDAR_YEAR]?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1)

COMMENT: R already refuse previous estimates?

In [PAST_CALENDAR_YEAR] would that amount to $25,000 or more?

In [PAST_CALENDAR_YEAR], would that amount to $15,000 or more?

In [PAST_CALENDAR_YEAR] would that amount to $40,000 or more?

Are you currently receiving any income from annuities?

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1)

COMMENT: R already refuse previous estimates?

About how much did you receive from any annuities in [PAST_CALENDAR_YEAR]?

(INTERVIEWER: IF NO INCOME FROM ANNUITIES IN [PAST_CALENDAR_YEAR], ENTER "0").

Can you give me an approximate range for that amount in [PAST_CALENDAR_YEAR]?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1)

COMMENT: R already refuse previous estimates?

In [PAST_CALENDAR_YEAR] would that amount to $10,000 or more?

In [PAST_CALENDAR_YEAR], would that amount to $2,000 or more?

In [PAST_CALENDAR_YEAR], would that amount to $25,000 or more?

Do you currently have any money or assets that are held in an Individual Retirement Account, that is, in an IRA, SEP-IRA, or KEOGH account?

[(I am asking about you only. I will ask about accounts your spouse/partner may have shortly.)]

READ IF NECESSARY: Please include any Roth IRA's you might have. Please do not include retirement plans from an employer such as 403B's 457 plans, Thrift Savings Plans, profit sharing, or stock bonus plans.

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [{q13_31br_ref}] == 1)

COMMENT: R already refuse previous estimates?

How much savings do you have in personal retirement accounts?

(READ IF NECESSARY: These accounts include IRA's, SEP-IRA's or Keogh plans.)

Can you give me an approximate range for that amount?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1)

COMMENT: R already refuse previous estimates?

Would it amount to $6,000 or more?

Would it amount to $2,000 or more?

Would it amount to $12,000 or more?

Have you withdrawn any money or received any payments from these accounts in [PAST_CALENDAR_YEAR]?

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1)

COMMENT: R already refuse previous estimates?

Altogether, about how much money did you withdraw from (this/these) account(s) in [PAST_CALENDAR_YEAR]?

Can you give me an approximate range for that amount?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 || [{rira1_refe}] == -1)

COMMENT: R already refuse previous estimates?

Would it amount to $6,000 or more?

Would it amount to $2,000 or more?

Would it amount to $12,000 or more?

Did you take out only the "required minimum withdrawal option", that is, the amount required to avoid a tax penalty?

Do you currently receive any retirement benefits from Social Security?

During [PAST_CALENDAR_YEAR], did you receive any payments from Social Security for retirement?

During how many months in [PAST_CALENDAR_YEAR] did you receive these Social Security payments?

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1 || [{rannuities_ref}] == 1 || [{rpensions_ref}] == 1)

COMMENT: R already refuse previous estimates?

How much did you receive per month during [PAST_CALENDAR_YEAR] in these payments from Social Security?

Can you give me an approximate range for that amount?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}] == -1)

COMMENT: R already refuse previous estimates?

Would it amount to $1,500 or more?

Would it amount to $1,000 or more?

Would it amount to $2,000 or more?

There are a variety of programs designed to provide financial assistance to people who are unable to work due to health problems.

([other relatives in hshld, not spouse/children?] >= 1)

COMMENT: are there other relatives in the hh, not spouse/partner/ children

For these next few questions, we are interested in different kinds of disability payments that might have been made directly to you [(or)] [(your dependent children)].

READ IF NECESSARY: For these questions, please do not include any payments that were made to your parents or to other members of your family, even if the payments were used to help pay for your support.

([{ANYDEPKIDS}] > 0)

COMMENT: There are dependent children in the household

Since [{rec_refdate~X}] did you [(or)] [(your dependent children)] receive any assistance from Supplemental Security Income (also called SSI) or Social Security Disability Insurance (also called SSDI)?

(READ IF NECESSARY: We will ask about assistance from other disability programs next.)

(INTERVIEWER: SELECT ALL THAT APPLY OR IF NO PAYMENTS AT ALL TO R (OR DEPENDENT CHILDREN IF ANY) SELECT "NO SSI/SSDI RECEIVED" )

Since [{rec_refdate~X}] did you receive any assistance from Supplemental Security Income (also called SSI) or Social Security Disability Insurance (also called SSDI)?

(READ IF NECESSARY: We will ask about assistance from other disability programs next.)

INSELECTION([Q13SSI-43A],3)

COMMENT: R or spouse/partner receive ssi benefits since dli/January, lintyear?

INSELECTION([Q13SSI-43A],1) && INSELECTION([Q13SSI-43A],2)

COMMENT: R or spouse/partner receive ssi benefits since dli/January, lintyear?

INSELECTION([Q13SSI-43A],1)

COMMENT: R or spouse/partner receive ssi benefits since dli/January, lintyear?

INSELECTION([Q13SSI-43A],2)

COMMENT: R or spouse/partner receive ssi benefits since dli/January, lintyear?

Were the benefits that [you/you or your dependent children] received SSI (Supplemental Security Income) or SSDI (Social Security Disability Insurance) benefits?

Since [{rec_refdate~X}], when did [you/you or your dependent children] start receiving [SSI/SSDI] payments - what month and year?

(INTERVIEWER: IF R WAS RECEIVING ON [{rec_refdate~X}], PLEASE ENTER THAT DATE.

IF DON'T KNOW OR REFUSED, PROBE FOR APPROXIMATE MONTH AND
YEAR.)

REPEAT

COMMENT: BEGIN LOOP TO COLLECT NEW SPELLS OF SSI RECEIPT

([SSI_LOOP2 counter] == 1)

COMMENT: IS THIS THE FIRST TIME THROUGH THE LOOP?

([Month and year r started to rcv SSI] == 2)

COMMENT: DID R RECEIVE AGAIN, BUT DOES NOT KNOW DATES?

(([Month and year r started to rcv SSI] == 1) && ([SSI_LOOP2 counter] == 1))

COMMENT: WAS A DATE COLLECTED OUTSIDE OF THE LOOP

When did [you/you or your dependent children] (next) start receiving [SSI/SSDI] payments since [month/year spouse last received ssi benefits([SSI_LOOP2 counter])~X] - what month and year?

(INTERVIEWER: IF DON'T KNOW OR REFUSED, PROBE FOR APPROXIMATE MONTH AND YEAR.)

(When did [you/you or your dependent children] (next) start receiving [SSI/SSDI] payments since [month/year spouse last received ssi benefits([SSI_LOOP2 counter])~X] - what month and year?)

(ENTER MONTH AND YEAR:)

Have [you/you or your dependent children] received [SSI/SSDI] payments continuously since [Month/year R began receiving ssi([SSI_LOOP2 counter])~X]?

When did [you/you or your dependent children] first stop receiving [SSI/SSDI] payments since [Month/year R began receiving ssi([SSI_LOOP2 counter])~X] - what month and year?

(INTERVIEWER: FOR DON'T KNOW OR REFUSE, PROBE FOR APPROXIMATE MONTH AND YEAR.)

(When did [you/you or your dependent children] first stop receiving [SSI/SSDI] payments since [Month/year R began receiving ssi([SSI_LOOP2 counter])~X] - what month and year?)

On average, between [Month/year R began receiving ssi([SSI_LOOP2 counter])~X] and [Month/year stopped receiving SSI payments([SSI_LOOP2 counter])~X], how much did [you/you or your dependent children] receive per month?

([Recvd SSI continuously since startdate?] == 1)

COMMENT: DID R REPORT CONTINUOUS RECEIPT OF SSI?

[Q13SSI-47E([SSI_LOOP2 counter])] < 0

How much did [you/you or your dependent children] receive per month during [Month/year stopped receiving SSI payments([SSI_LOOP2 counter])~X]?

About how many months since [{rec_refdate~X}] did [you/you or your dependent children] receive any [SSI/SSDI] payments?

About how many months since [month/year spouse last received ssi benefits([SSI_LOOP2 counter])~X] did [you/you or your dependent children] receive any [SSI/SSDI] payments?

About how many months since [Month/year R began receiving ssi([SSI_LOOP2 counter])~X] did [you/you or your dependent children] receive any [SSI/SSDI] payments?

How much did [you/you or your dependent children] receive the last time [you/you or your dependent children] received any [SSI/SSDI] payments?

What was the primary reason that [you/you or your dependent children] stopped receiving benefits?

VAREXIST([Q13SSI-63B([SSI_LOOP2 counter])])

COMMENT: was this question already hit?

Since [Month/year stopped receiving SSI payments([SSI_LOOP2 counter])~X], did [you/you or your dependent children] start receiving [SSI/SSDI] payments again?

UNTIL ([r rec'd ssi again?([SSI_LOOP2 counter])] != 1)

COMMENT: LOOP UNTIL NO MORE SPELLS OF SSI RECEIPT REPORTED

[Other than any Supplemental Security Income that you mentioned earlier, in/In] [PAST_CALENDAR_YEAR] did you [(or)] [(your dependent children)] receive any Worker's Compensation payments, Veteran's Disability Compensation or any other type of disability payments?

(INTERVIEWER: SELECT ALL THAT APPLY OR SELECT DID NOT RECEIVE.)

INSELECTION([DISABILITY-2],4)

REPEAT

COMMENT: BEGIN LOOP TO COLLECT NEW SPELLS OF SSI RECEIPT

[{disr_vetsdis}] == 1 && [{disr-loop}] == 1

[{disr_othdis}] == 1 && [{disr-loop}] == 2

During how many months in [PAST_CALENDAR_YEAR] did you [(or)] [(your dependent children)] receive these [Veteran's DIsability Compensation benefits/other disability payments]?

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1 || [{rannuities_ref}] == 1 || [{rpensions_ref}] == 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 || [q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1)

COMMENT: R already refuse previous estimates?

How much did you [(or)] [(your dependent children)] receive per month during [PAST_CALENDAR_YEAR] in [Veteran's DIsability Compensation benefits/other disability payments] benefits?

Can you give me an approximate range for that amount?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}] == -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 || [q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1)

COMMENT: R already refuse previous estimates?

Would it amount to $600 or more?

Would it amount to $250 or more?

Would it amount to $1,000 or more?

UNTIL ([{disr-loop}] == 2)

COMMENT: LOOP UNTIL NO MORE SPELLS OF SSI RECEIPT REPORTED

Did you receive any worker's compensation payments during [PAST_CALENDAR_YEAR]?

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1)

COMMENT: R already refuse previous estimates?

What is the total amount of these worker's compensation payments you received during [PAST_CALENDAR_YEAR]?

Can you give me an approximate range for that amount?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1)

COMMENT: R already refuse previous estimates?

Would it amount to $6,000 or more?

Would it amount to $2,000 or more?

Would it amount to $12,000 or more?

[Aside from military benefits you already mentioned, during/During OR Other than disability compensation or pensions, during/During] [PAST_CALENDAR_YEAR], did you receive any [(other)] veterans benefits?
[(I am asking about you only. I will ask about any benefits your spouse/partner may have received shortly.)] [{vetr-text2}]


(READ IF NECESSARY): Please don't include any military pensions that you already told me about.

During how many months in [PAST_CALENDAR_YEAR] did you receive these [(other)] veteran's benefits?

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1 || [{rannuities_ref}] == 1 || [{rpensions_ref}] == 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 || [q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1)

COMMENT: R already refuse previous estimates?

How much did you receive per month during [PAST_CALENDAR_YEAR] in [(other)] veteran's benefits?

Can you give me an approximate range for that amount?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}] == -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 || [q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1)

COMMENT: R already refuse previous estimates?

Would it amount to $600 or more?

Would it amount to $250 or more?

Would it amount to $1,000 or more?

Since [{rec_refdate~X}], have you received any unemployment benefits?

When did you start receiving unemployment compensation after [{rec_refdate~X}] - what month and year?

(INTERVIEWER: IF DON'T KNOW OR REFUSED, PROBE FOR APPROXIMATE MONTH AND YEAR.)

(When did you first start receiving unemployment compensation, after [{rec_refdate~X}] - what month and year?)

(ENTER MONTH AND YEAR:)

REPEAT

COMMENT: BEGIN LOOP TO COLLECT NEW SPELLS OF UNEMPLOYMENT RECEIPT

([UNEMPR_LOOP2 counter] ==1)

COMMENT: IS THIS THE FIRST TIME THROUGH THE LOOP?

([Month and year r started to rcv unemp comp payments] == 2)

COMMENT: DID R RECEIVE AGAIN, BUT DOES NOT KNOW DATES?

(([Month and year r started to rcv unemp comp payments] == 1) && ([UNEMPR_LOOP2 counter] == 1))

COMMENT: WAS A DATE COLLECTED OUTSIDE OF THE LOOP

When did you next start receiving unemployment compensation since [month/year respondent last received unemployment benefits([UNEMPR_LOOP2 counter])~X] - what month and year?

(INTERVIEWER: IF DON'T KNOW OR REFUSED, PROBE FOR APPROXIMATE MONTH AND YEAR.)

(When did you next start receiving unemployment compensation, after [month/year respondent last received unemployment benefits([UNEMPR_LOOP2 counter])~X] - what month and year?)

(ENTER MONTH AND YEAR:)

Have you received unemployment compensation continuously since [date started receiving unemployment compensation/that time([UNEMPR_LOOP2 counter])]?

When did you first stop receiving unemployment compensation, since [date started receiving unemployment compensation/that time([UNEMPR_LOOP2 counter])] - what month and year?

(INTERVIEWER: IF DON'T KNOW OR REFUSED, PROBE FOR APPROXIMATE MONTH AND YEAR.)

(When did you first stop receiving unemployment compensation, since [date started receiving unemployment compensation/that time([UNEMPR_LOOP2 counter])] - what month and year?)

(ENTER MONTH AND YEAR:)

On average, between [date started receiving unemployment compensation/that time([UNEMPR_LOOP2 counter])] and [Month/year respondent stopped receiving unemployment benefits([UNEMPR_LOOP2 counter])~X], how much unemployment compensation did you receive per week?

([Recvd Unemp comp continuously since startdate?] == 1)

COMMENT: DID R REPORT CONTINUOUS RECEIPT OF UNEMPLOYMENT?

[Q13U-47E([UNEMPR_LOOP2 counter])] < 0

How much did you receive per week during [Month/year respondent stopped receiving unemployment benefits([UNEMPR_LOOP2 counter])~X]?

About how many weeks since [{rec_refdate~X}] did you receive any unemployment compensation?

About how many weeks since [month/year respondent last received unemployment benefits([UNEMPR_LOOP2 counter])~X] did you receive any unemployment compensation?

About how many weeks since [date started receiving unemployment compensation/that time([UNEMPR_LOOP2 counter])] did you receive any unemployment compensation?

How much did you receive the last time you received any unemployment compensation?

Since [Month/year respondent stopped receiving unemployment benefits([UNEMPR_LOOP2 counter])~X], did you start receiving unemployment compensation again?

UNTIL ([Did r rcv unemp comp again?([UNEMPR_LOOP2 counter])] != 1)

COMMENT: LOOP UNTIL NO MORE SPELLS OF UNEMPLOYMENT RECEIPT REPORTED

(([spouse in hh?] ==1 && ([marital status code] ==1 || [marital status code] ==5 || [marital status code]==4)) || ([partner in hh?] ==1))

COMMENT: Is R currently married with a spouse in the household or is there a partner in the household?

Now we would like to ask about any income [Spouse/partner's name] may have received.

During [PAST_CALENDAR_YEAR], how much did [Spouse/partner's name] receive from wages, salary, commissions, or tips from all civilian and military jobs?
Please do not include payments from retirement sources as we will be asking about those later.

(READ IF NECESSARY: Please report your income before deductions for taxes or anything else.)

Can you give me an approximate range for that amount?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}] == -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 || [q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 || [{q13_70_vetr_refe}] == -1)

COMMENT: R already refuse previous estimates?

Would it amount to $34,000 or more?

Would it amount to $15,000 or more?

Would it amount to $50,000 or more?

[(Now, excluding that income, during)] [(In addition to the income you received from your farm or business, partnership, or professional practice)] [D/during] [PAST_CALENDAR_YEAR], did [Spouse/partner's name] receive any money in income from [his/her] own farm or non-farm business, partnership or professional practice?

[INTERVIEWER: PLEASE EXCLUDE ANY MONEY ALREADY REPORTED FOR RESPONDENT'S OWN BUSINESS/PROFESSIONAL PRACTICE AND ANY WAGE/SALARY EARNINGS ALREADY REPORTED FOR [{SPOUSE/PARTNER}].]

(INTERVIEWER: PLEASE SELECT ALL THAT APPLY.)

INSELECTION([Q13-20],3)

COMMENT: R or spouse/partner receive ssi benefits since dli/January, lintyear?

([Farm ownership by spouse/partner reported in income qs]==0 && [Business or Professional practice ownership by spouse/partner reported in income qs]==0)

COMMENT: Did R report either farm or business income?

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1 || [{rannuities_ref}] == 1 || [{rpensions_ref}] == 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 || [q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}] == 1 || [q13-18 refusal flag] == 1)

COMMENT: R already refuse previous amounts?

How much did [S/HE] receive after expenses from [{farmbppinc_text4}]?

Can you give me an approximate range for that amount?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}] == -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 || [q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 || [{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages, salary, commissions and tips from all (other) jobs, before deductions for taxes or anything else] == -1)

COMMENT: R already refuse previous estimates?

Would it amount to $28,000 or more?

Would it amount to $2,500 or more?

Would it amount to $40,000 or more?

Now we would like to ask you some questions about retirement sources [Spouse/partner's name] might have. We will be asking about pensions, annuities, and income from social security separately.

Is [Spouse/partner's name] currently receiving any income from retirement pensions from an employer or the military?

(READ IF NECESSARY: We will ask you about [his/her] income from Social Security shortly.)

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1 || [{rannuities_ref}] == 1 || [{rpensions_ref}] == 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 || [q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}] == 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 || [{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1)

COMMENT: R already refuse previous estimates?

How much did [Spouse/partner's name] receive in the past calendar year from all pensions?

(INTERVIEWER: IF NO INCOME FROM OTHER RETIREMENT PENSIONS IN [PAST_CALENDAR_YEAR], ENTER "0").

Can you give me an approximate range for that amount in [PAST_CALENDAR_YEAR]?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}] == -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 || [q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 || [{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages, salary, commissions and tips from all (other) jobs, before deductions for taxes or anything else] == -1 || [amount spouse received after expenses from farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 || [{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}] == -1)

COMMENT: R already refuse previous estimates?

In [PAST_CALENDAR_YEAR], would it amount to $25,000 or more?

In [PAST_CALENDAR_YEAR], would it amount to $15,000 or more?

In [PAST_CALENDAR_YEAR], would it amount to $40,000 or more?

(Aside from anything you have already told us about, is/Is) [Spouse/partner's name] currently receiving any income from annuities?

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1 || [{rannuities_ref}] == 1 || [{rpensions_ref}] == 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 || [q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}] == 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 || [{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1)

COMMENT: R already refuse previous estimates?

About how much did [Spouse/partner's name] receive from any annuities, before taxes and other deductions in [PAST_CALENDAR_YEAR]?

(INTERVIEWER: IF NO INCOME FROM ANNUITIES IN [PAST_CALENDAR_YEAR], ENTER "0").

Can you give me an approximate range for that amount in [PAST_CALENDAR_YEAR]?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}] == -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 || [q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 || [{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages, salary, commissions and tips from all (other) jobs, before deductions for taxes or anything else] == -1 || [amount spouse received after expenses from farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 || [{spira1_refe}] == -1 || [{spira2_refe}] == -1)

COMMENT: R already refuse previous estimates?

In [PAST_CALENDAR_YEAR], would it amount to $10,000 or more?

In [PAST_CALENDAR_YEAR], would it amount to $2,000 or more?

In [PAST_CALENDAR_YEAR], would it amount to $25,000 or more?

Does [Spouse/partner's name] currently have any money or assets that are held in an Individual Retirement Account, that is, in an IRA, SEP-IRA, or KEOGH account?

READ IF NECESSARY: Please include any Roth IRA's. Please do not include retirement plan from an employer such as 403B's 457 plans, Thrift Savings Plans, profit sharing, or stock bonus plans.

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1 || [{rannuities_ref}] == 1 || [{rpensions_ref}] == 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 || [q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}] == 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 || [{q13_31bsp_ref}] == 1)

COMMENT: R already refuse previous estimates?

How much savings does [S/HE] have in personal retirement accounts?

(READ IF NECESSARY: These accounts include IRA's, SEP-IRA's or Keogh plans.)

Can you give me an approximate range for that amount?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}] == -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 || [q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 || [{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages, salary, commissions and tips from all (other) jobs, before deductions for taxes or anything else] == -1 || [amount spouse received after expenses from farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1)

COMMENT: R already refuse previous estimates?

Would it amount to $6,000 or more?

Would it amount to $2,000 or more?

Would it amount to $12,000 or more?

Has [Spouse/partner's name] withdrawn any money or received any payments from (this/these) account(s) in [PAST_CALENDAR_YEAR]?

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1 || [{rannuities_ref}] == 1 || [{rpensions_ref}] == 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 || [q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}] == 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 || [{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1)

COMMENT: R already refuse previous estimates?

Altogether, about how much money did [Spouse/partner's name] withdraw from (this/these) account(s) in [PAST_CALENDAR_YEAR]?

Can you give me an approximate range for that amount?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}] == -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 || [q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 || [{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages, salary, commissions and tips from all (other) jobs, before deductions for taxes or anything else] == -1 || [amount spouse received after expenses from farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 || [{spira1_refe}] == -1)

COMMENT: R already refuse previous estimates?

Would it amount to $6,000 or more?

Would it amount to $2,000 or more?

Would it amount to $12,000 or more?

Did [Spouse/partner's name] take out only the "required minimum withdrawal option", that is, the amount required to avoid a tax penalty?

Does [Spouse/partner's name] currently receive any retirement benefits from Social Security?

During [PAST_CALENDAR_YEAR], did [Spouse/partner's name] receive any payments from Social Security for retirement?

During how many months in [PAST_CALENDAR_YEAR] did [Spouse/partner's name] receive these Social Security payments?

([q13-5 refusal flag] == 1 || [q13-9 refusal flag] == 1 || [{q13_31br_ref}] == 1 || [{rira1_ref}] == 1 || [{rira2_ref}] == 1 || [{rannuities_ref}] == 1 || [{rpensions_ref}] == 1 || [{q13_70_ssr_ref}] == 1 || [q13_70_disr_ref(1)] == 1 || [q13_70_disr_ref(2)] == 1 || [q13_70_disr_ref(3)] == 1 || [{q13_70_vetr_ref}] == 1 || [q13-18 refusal flag] == 1 || [q13-24 refusal flag] == 1 || [{q13_31bsp_ref}] == 1 || [{spira1_ref}] == 1 || [{spira2_ref}] == 1 || [{spannuities_ref}] == 1 || [{sppensions_ref}] == 1)

COMMENT: R already refuse previous estimates?

How much did [Spouse/partner's name] receive per month during [PAST_CALENDAR_YEAR] in these payments from Social Security?

Can you give me an approximate range for that amount?

(INTERVIEWER: IT IS ACCEPTABLE FOR RESPONDENT TO REPORT UPPER AND LOWER RANGES VERY CLOSE TOGETHER, OR THE SAME FIGURE FOR UPPER AND LOWER RANGE IF A SPECIFIC NUMBER.)

([estimate amount of total income from wages and salary in past calendar year] == -1 || [estimate income from farm/business/professional practice in past calendar year] == -1 || [{q13_31br_refe}] == -1 || [{rira1_refe}] == -1 || [{rira2_refe}] == -1 || [{rannuities_refe}] == -1 || [{rpensions_refe}] == -1 || [{q13_70_ssr_refe}] == -1 || [q13_70_disr_refe(1)] == -1 || [q13_70_disr_refe(2)] == -1 || [q13_70_disr_refe(3)] == -1 || [{q13_70_vetr_refe}] == -1 || [estimate amount spar received from wages, salary, commissions and tips from all (other) jobs, before deductions for taxes or anything else] == -1 || [amount spouse received after expenses from farm/business/professional practice] == -1 || [{q13_31bsp_refe}] == -1 || [{spira1_refe}] == -1 || [{spira2_refe}] == -1 || [{spannuities_refe}] == -1 || [{sppensions_refe}] == -1)

COMMENT: R already refuse previous estimates?

Would it amount to $1,500 or more?

Would it amount to $1,000 or more?

Would it amount to $2,000 or more?

Since [{rec_refdate~X}] did [Spouse/partner's name] receive any assistance from Supplemental Security Income (also called SSI) or Social Security Disability Insurance (also called SSDI)?

(READ IF NECESSARY: These programs provide support for people with limited resources who are disabled. We will ask you about assistance from other disability programs [Spouse/partner's name] may have received next.)

Were the benefits that [Spouse/partner's name] received SSI (Supplemental Security Income) or SSDI (Social Security Disability Insurance) benefits?

REPEAT

COMMENT: BEGIN LOOP TO COLLECT NEW SPELLS OF SSI RECEIPT

([{ssi-sp_loop2}] == 1)

COMMENT: IS THIS THE FIRST TIME THROUGH THE LOOP?

([{Q13SSI-SP-43B}] == 1)

COMMENT: DID R RECEIVE AGAIN, BUT DOES NOT KNOW DATES?

(([{Q13SSI-SP-43B}] == 1) && ([{ssi-sp_loop2}] == 1))

COMMENT: WAS A DATE COLLECTED OUTSIDE OF THE LOOP

When did [Spouse/partner's name] (next) start receiving [SSI/SSDI] payments since [lastrecd_ssisp([{SSI-SP_LOOP2}])~X] - what month and year?

(INTERVIEWER: IF DON'T KNOW OR REFUSED, PROBE FOR APPROXIMATE MONTH AND YEAR.)

(When did [Spouse/partner's name] (next) start receiving [SSI/SSDI] payments since [lastrecd_ssisp([{SSI-SP_LOOP2}])~X] - what month and year?)

(ENTER MONTH AND YEAR:)

Has [Spouse/partner's name] received [SSI/SSDI] payments continuously since [newstrtssisp([{SSI-SP_LOOP2}])~X]?

When did [Spouse/partner's name] first stop receiving [SSI/SSDI] payments since [newstrtssisp([{SSI-SP_LOOP2}])~X] - what month and year?

(INTERVIEWER: FOR DON'T KNOW OR REFUSE, PROBE FOR APPROXIMATE MONTH AND YEAR.)

(When did [Spouse/partner's name] first stop receiving [SSI/SSDI] payments since [newstrtssisp([{SSI-SP_LOOP2}])~X] - what month and year?)

(ENTER MONTH AND YEAR:)

On average, between [newstrtssisp([{SSI-SP_LOOP2}])~X] and [Q13SSI-SP-45([{SSI-SP_LOOP2}])~X], how much did [Spouse/partner's name] receive per month?

([{contrecv_ssisp}] == 1)

COMMENT: DID R REPORT CONTINUOUS RECEIPT OF SSI?

[Q13SSI-SP-47E([{SSI-SP_LOOP2}])] < 0

How much did [Spouse/partner's name] receive per month during [Q13SSI-SP-45([{SSI-SP_LOOP2}])~X]?

About how many months since [{rec_refdate~X}] did [Spouse/partner's name] receive any [SSI/SSDI] payments?

About how many months since [lastrecd_ssisp([{SSI-SP_LOOP2}])~X] did [Spouse/partner's name] receive any [SSI/SSDI] payments?