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. These tables provide sample sizes and interview response rates for each survey year of the core biennial survey for overall panel, race/ethnicity, and cohort.
HRS Staff. Sample Sizes and Response Rates. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2011.PDF icon Download PDF (166.94 KB)

Data Quality Profiles

Schroeder H, Zhao C, Martinez S, West B. SRC Data Quality Profile: HRS 2022 Panel. Ann Arbor, Michigan: Institute for Social Research, University of Michigan ; 2026.PDF icon Download PDF (474.61 KB)
West B, Schroeder H. A Complete Example of the SRC Data Quality Profile from the 2022 Wave of the Health and Retirement Study (HRS). Ann Arbor, Michigan: Institute for Social Research, University of Michigan ; 2026.PDF icon Download PDF (465.53 KB)

Sample Representativeness

Sample Representativeness Estimates. This table presents analyses of sample representativeness for the Health and Retirement Study (HRS), contrasting both weighted and unweighted estimates for common variables across the American Community Survey (ACS), Current Population Survey (CPS), and the National Health Interview Survey (NHIS).
Collins S, Kim JKi, Faul J. Comparison of the 2016 HCAP and 2016 HCAP HRS Venous Blood Study (VBS) Samples. Ann Arbor, MI: Institute for Social Research, University of Michigan; 2026.PDF icon Download PDF (227.5 KB)
Collins S, Kim JKi, Faul J. Comparison of the 2016 HRS Core Sample (Age 56+), HRS Venous Blood Study (VBS) Sample, and Other National Surveys. Ann Arbor, MI: Institute for Social Research, University of Michigan ; 2026.PDF icon Download PDF (325.45 KB)
Zhao C, Schroeder HM, West BT. Analyses of 2020 HRS Sample Representativeness. Ann Arbor, MI: Institute for Social Research, University of Michigan; 2025.PDF icon Download PDF (299.3 KB)

Weight Information

Lee S, Nishimura R, Burton P, McCammon RJ. HRS 2016 Sampling Weights. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2021.PDF icon Download PDF (632.64 KB)
HRS Staff. 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.PDF icon Download PDF (47.23 KB)
HRS Staff. Health and Retirement Study 2016 Tracker. Ann Arbor: Survey Research Center, Institute for Social Research, University of Michigan; 2019:1-44.PDF icon trk2016.pdf (705.1 KB)
HRS Staff. Sampling Weights: Revised for Tracker 2.0 & Beyond. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2019.PDF icon Download PDF (51.15 KB)
Ofstedal MBeth, Weir DR, Chen KT, Wagner J. Updates to HRS Sample Weights. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2011.PDF icon Download PDF (499.78 KB)
Wagner J, Valliant R, Hubbard F, Jiang C. 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.PDF icon Download PDF (767.11 KB)

Data Analysis

Sonnega A. Using Health and Retirement Study Data: A Guide for New Users. Ann Arbor, Michigan: Institute for Social Research, University of Michigan ; 2025.
We have created a zipped file that contains the code in R, SAS, SPSS, and STATA for data manipulations and statistical analysis that are explained in the user guide. Download the code.
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Survey Design

Heeringa SG, Connor J. Technical Description of the Health and Retirement Study Sample Design. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 1995.PDF icon Download PDF (306.3 KB)
Heeringa SG. 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.PDF icon Download PDF (1.81 MB)
Heeringa SG, Hill DH, Howell DA. Unfolding brackets for reducing item nonresponse in economic surveys. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 1995.PDF icon Bracketing_1995_HHH.pdf (8.22 MB)
HRS Staff. Proxy Selection in the Health and Retirement Study. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2021.PDF icon Download PDF (221.96 KB)
HRS Staff. HRS Design History. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2008.PDF icon Download PDF (92.14 KB)
HRS Staff. HRS Sample Evolution: 1992-1998. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2008.PDF icon Download PDF (311.08 KB)
HRS Staff. Protocols for Missing Data in the Harmonized Cognitive Assessment Protocol (HCAP). Ann Arbor, MI: Institute for Social Research, University of Michigan ; 2025.PDF icon Download PDF (295.28 KB)
Schroeder H, Weir DR, West BT. 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.PDF icon Download PDF (350 KB)
Weir DR. Validating Mortality Ascertainment in the Health and Retirement Study. Ann Arbor, Michigan: Survey Research Center, Institute for Social Research, University of Michigan; 2016.PDF icon Download PDF (691.21 KB)
Weir DR, Ofstedal MBeth. Evaluating Strategies for Reducing Field Costs in a Longitudinal Study. Ann Arbor, MI: Institute for Social Research, University of Michigan; 2016:1-8.PDF icon Download PDF (462.16 KB)
Weir DR, Faul J, Langa KM. 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
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Imputations

Cao H. HRS 1996 Imputations: Documentation. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2001.PDF icon Download PDF (109.96 KB)
Cao H. HRS 1998 Preliminary Imputations. Ann Arbor, Michigan: Institute for Social Research, University of Michigan; 2000.PDF icon Download PDF (75.59 KB)

Administrative information

Weir DR. HRS Institutional Review Board Information. Ann Arbor, MI: Survey Research Center, Institute for Social Research, University of Michigan; 2024.PDF icon Download PDF (198.35 KB)