HEALTH AND RETIREMENT STUDY Respondent Cross-Year Benefits Restricted Data Data Description and Usage Version 5.2 October 2020 To the Restricted Data Investigator: This restricted data set is intended for exclusive use by you and the persons specified in the Agreement for Use of Restricted Data from the Health and Retirement Study and/or the Supplemental Agreement with Research Staff for Use of Restricted Data from the Health and Retirement Study. If there are any questions about this data set and its use, refer to the HRS Restricted Data page (https://hrs.isr.umich.edu/data-products/restricted-data) or contact the HRS Help Desk ([email protected]). This document may not be reproduced without the written consent of the staff of the Health and Retirement Study, The Institute for Social Research, The University of Michigan. Table of Contents 1. Overview and Acknowledgments ............................................................................................... 3 2. Obtaining the Data ........................................................................................................................... 3 2c. Publications Based on Restricted Data ............................................................................................. 3 3. Cross-Year Benefit Data Set Content ......................................................................................... 4 3a. File Structure .............................................................................................................................................. 4 3b. Overview. ..................................................................................................................................................... 4 Table 2: Record Counts .................................................................................................................................. 6 Section A: Primary Beneficiary and Other Insured (Respondent). ................................................................................6 Section B: Benefits Paid Designation Indicator. ......................................................................................................................6 Section C: Monthly Benefit Amount. ............................................................................................................................................6 Section D: Monthly Benefit Credited. ...........................................................................................................................................7 Section E: Monthly Benefit Paid. ....................................................................................................................................................7 Section F: LAF Status. ..........................................................................................................................................................................7 Section G: Respondent Payment History. ..................................................................................................................................7 Section J: Respondent Type of Benefits. .....................................................................................................................................8 4. If You Need to Know More ............................................................................................................. 8 4a. HRS Internet Site ....................................................................................................................................... 8 4b. Contact Information ................................................................................................................................. 8 Appendix A: Master Benefit Record Information ...................................................................... 9 I. General Information .................................................................................................................................... 9 II. Basic Monthly Benefit Information ...................................................................................................... 9 III. Other Important Variables .................................................................................................................. 11 IV. Questions and Answers about the HRS Benefit Files ................................................................ 12 1. Why does it appear that the benefit record contains duplicate data elements? .............................................. 12 2. What is dual entitlement and how do I find them? ........................................................................................................ 12 3. Are dual entitlement benefits always combined? .......................................................................................................... 12 4. Can there be a second part to the benefit record even if there is no current dual entitlement? .............. 13 5. How do I identify which respondents were paid benefits for the most recent month (or any specific month)? .................................................................................................................................................................................................. 13 6. What is the PIA and how does it change? .......................................................................................................................... 13 7. What do benefit-amount and PIA fields mean for dually-entitled cases? ........................................................... 13 8. What about women who receive benefits based on someone else's work record? ........................................ 14 9. What other variables might be particularly useful to understand benefits received by women? ........... 14 10. Which respondents took early Social Security retirement benefits and which respondents delayed their retirement? ............................................................................................................................................................................... 15 11. How can I find respondents who worked after first taking Social Security retirement benefits? ......... 15 12. What should we know about suspensions and terminations? .............................................................................. 15 13. What information is available about Social Security disability benefits? ......................................................... 16 Appendix B: Data Availability by Source..................................................................................... 18 Appendix C: Data Availability by Source for Time-Series Variables ................................. 25 Appendix D: DI 28085.125 Coding Lists ...................................................................................... 26 A. Adult Listing Impairment Codes......................................................................................................... 26 C. General List of Impairment Codes ..................................................................................................... 29 D. List of Symptomatic HIV Infection ..................................................................................................... 33 E. Impairment Codes In Numeric Sequence ........................................................................................ 35 Unmatched Diagnostic Codes ................................................................................................................... 41 Appendix E: Installation (Traditional License Only) .............................................................. 42 October 2020 1 XyrBenDD2016 E1. Distribution Set ....................................................................................................................................... 42 E1-1. Windows Environment ....................................................................................................................................................... 42 E1-2. UNIX/Linux Environment .................................................................................................................................................. 42 E1-3. Macintosh OS X Environment (10.4.x and above) ................................................................................................... 42 Table 1: Contents of Distribution Package .......................................................................................... 43 E2. Program Statements ............................................................................................................................. 43 E2-1. Using the Files with SAS ..................................................................................................................................................... 44 E2-2. Using the Files with SPSS ................................................................................................................................................... 44 E2-3. Using the Files with Stata ................................................................................................................................................... 44 E3. Non-Windows Environments ............................................................................................................ 44 E3-1. SPSS in an OSX environment ............................................................................................................................................ 44 E3-2. STATA in an OS X Environment