HRS Survey Design and Methodology
Documents in this section provide detailed information on a range of topics relevant to the HRS survey methods.
Data Collection Path Table
This table shows the history of HRS data collection efforts, with links to additional information about each data product. For cross-year products, the table shows which years are included in the release. View Table »
Longitudinal Cohort Sample Design
This graphic portrays the HRS sample accrual over time, representing various birth cohorts. View Chart »
HRS Respondent Incentive Token Amounts
The HRS offers financial payments as tokens of appreciation to respondents for participating in various aspects of the study. Read more »
Sample Size and Response Rates
HRS Core Interview Sample Sizes and Response Rates. This table provides sample sizes and interview response rates for each survey year of the core biennial survey for panel members, new cohorts, and total.
Sample Sizes and Response Rates . Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2011.
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Weight Information
HRS 2016 Sampling Weights. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2021.
HRS2016SamplingWeights.pdf (484.38 KB) .

Sample Weights and Sample Selection Indicator for the Physical Measures in HRS 2004. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2004.
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Health and Retirement Study 2016 Tracker. Ann Arbor: Survey Research Center, Institute for Social Research, University of Michigan; 2019:1-44.
trk2016.pdf (705.1 KB) .

Sampling Weights: Revised for Tracker 2.0 & Beyond. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2019.
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Updates to HRS Sample Weights. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2011.
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Level-of-Effort Paradata and Nonresponse Adjustment Models for a National Face-to-Face Survey. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2013.
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Data Analysis
An Elementary Cookbook of Data Management using HRS Data with SPSS, SAS and Stata Examples. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2004.
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Overview of HRS Public Data Files for Cross-sectional and Longitudinal Analysis. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2010.
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Survey Design
Technical Description of the Health and Retirement Study Sample Design. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 1995.
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Technical Description of the Asset and Health Dynamics Among the Oldest Old (AHEAD) Study Sample Design. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 1995.
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Unfolding brackets for reducing item nonresponse in economic surveys. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 1995.
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HRS Design History. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2008.
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HRS Sample Evolution: 1992-1998 . Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2008.
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Proxy Selection in the Health and Retirement Study. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2021.
Proxy selection in HRS.pdf (91.33 KB) .

Representativeness of the oversamples of Blacks and Hispanics in the Health and Retirement Study: A geographic analysis of 2020. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2023.
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Evaluating Strategies for Reducing Field Costs in a Longitudinal Study. Ann Arbor, MI: Institute for Social Research, University of Michigan; 2016:1-8.
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Proxy interviews and bias in the distribution of cognitive abilities due to non-response in longitudinal studies: a comparison of HRS and ELSA. Longit Life Course Stud. 2011;2(2):170-184. doi:10.14301/llcs.v2i2.116.
http://www.ncbi.nlm.nih.gov/pubmed/25360159?dopt=Abstract
. Validating Mortality Ascertainment in the Health and Retirement Study. Ann Arbor, Michigan: Survey Research Center, Institute for Social Research, University of Michigan; 2016.
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Imputations
HRS 1996 Imputations: Documentation. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2001.
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HRS 1998 Preliminary Imputations. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2000.
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Unfolding Brackets for Reducing Item Nonresponse in Economic Surveys. ( ).; 1995.
Bracketing_1995_HHH.pdf (8.4 MB) .

Administrative information
HRS Institutional Review Board Information. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2017.
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