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Cross-Year Respondent Benefits File

Note to Users: This codebook is designed to match the distribution dataset. 
Codebook metadata are derived from the data collection instrument.
If you have questions concerning codebook layout or content please bring
them to the attention of the HRS staff at hrsquestions@umich.edu.

Printing recommendation: Set margins (left/right/top/bottom) to .5 inch; print
in portrait orientation using a mono-space 10-point font.

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Section C: MONTHLY BENEFIT AMOUNT (BASED ON PIA)  (Primary/Other)

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HHID                     HOUSEHOLD IDENTIFIER
         Section: C     Level: Primary/Other   Type: Character  Width: 6   Decimals: 0
         Ref: BEN1C

         Household identifier. Use this variable in conjunction with person number to
         uniquely identify a respondent. [CONTROL INFORMATION]

         .................................................................................
       1130805           000001-959738.  Household Identifier


==========================================================================================

PN                       PERSON NUMBER
         Section: C     Level: Primary/Other   Type: Character  Width: 3   Decimals: 0
         Ref: BEN1C

         Person Number. Indentifies a respondent within a household.

         .................................................................................
        661004         010.  Person Identifier
         34133         011.  Person Identifier
          1816         012.  Person Identifier
           120         013.  Person Identifier
        330527         020.  Person Identifier
          9746         021.  Person Identifier
           658         022.  Person Identifier
            60         023.  Person Identifier
         37268         030.  Person Identifier
          2605         031.  Person Identifier
           180         032.  Person Identifier
            60         033.  Person Identifier
         49378         040.  Person Identifier
          3010         041.  Person Identifier
           240         042.  Person Identifier
                       043.  Person Identifier


==========================================================================================

SOURCE                   YEAR PERMISSION GIVEN FLAG
         Section: C     Level: Primary/Other   Type: Character  Width: 4   Decimals: 0
         Ref: BEN1C

         This flag indicates the permission series as well as the most recently available
         information for this respondent.
         
         2004: Permission sought in 2004 from EBB and HRS cohort members, new spouses,
         and War Baby 1998/2000 refusers; data provided for years 1962 through 2003
         2006, 2008, 2010, 2012,2014,2016: Prospective permissions obtained from: new and
         never-interviewed respondents; respondents who have not provided a valid benefit
         and/or earnings permission; respondents who gave permission in an earlier wave,
         but who have 'timed out' of the maximum prospective range

         .................................................................................
         19380        1992.  HRS cohort permissions (1992/1994/1996)
        122295        1993.  AHEAD cohort permissions (1993/1995)
         23370        1998.  CODA/War Baby cohort permissions (1998/2000)
         77154        2004.  2004 Permissions (EBB and others)
         66946        2006.  2006 Prospective Permissions
        279638        2008.  2008 Prospective Permissions
        281871        2010.  2010 Prospective Permissions
         53571        2012.  2012 Prospective Permissions
         51780        2014.  2014 Permissions
         79800        2016.  2016 Permissions
         54420        2018.  2018 Permissions
         20580        2020.  2020 Permissions


==========================================================================================

YEAR                     BENEFITS PAID - YEAR
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         Year indicator (Key=HHID + PN + YEAR)
         
         Covers years 1962 through 2012.

         .................................................................................
         21894        1962.  Benefit reporting year.
         21894        1963.  Benefit reporting year.
         21894        1964.  Benefit reporting year.
         21894        1965.  Benefit reporting year.
         21894        1966.  Benefit reporting year.
         21894        1967.  Benefit reporting year.
         21894        1968.  Benefit reporting year.
         21894        1969.  Benefit reporting year.
         21894        1970.  Benefit reporting year.
         21894        1971.  Benefit reporting year.
         21894        1972.  Benefit reporting year.
         21894        1973.  Benefit reporting year.
         21894        1974.  Benefit reporting year.
         21894        1975.  Benefit reporting year.
         21894        1976.  Benefit reporting year.
         21894        1977.  Benefit reporting year.
         21894        1978.  Benefit reporting year.
         21894        1979.  Benefit reporting year.
         21894        1980.  Benefit reporting year.
         21894        1981.  Benefit reporting year.
         21894        1982.  Benefit reporting year.
         21894        1983.  Benefit reporting year.
         21894        1984.  Benefit reporting year.
         21894        1985.  Benefit reporting year.
         21894        1986.  Benefit reporting year.
         21894        1987.  Benefit reporting year.
         21894        1988.  Benefit reporting year.
         21894        1989.  Benefit reporting year.
         21894        1990.  Benefit reporting year.
         21894        1991.  Benefit reporting year.
         21248        1992.  Benefit reporting year.
         17303        1993.  Benefit reporting year.
         17303        1994.  Benefit reporting year.
         17303        1995.  Benefit reporting year.
         17303        1996.  Benefit reporting year.
         17303        1997.  Benefit reporting year.
         17303        1998.  Benefit reporting year.
         17303        1999.  Benefit reporting year.
         16688        2000.  Benefit reporting year.
         16688        2001.  Benefit reporting year.
         16688        2002.  Benefit reporting year.
         16688        2003.  Benefit reporting year.
         14851        2004.  Benefit reporting year.
         14851        2005.  Benefit reporting year.
         14851        2006.  Benefit reporting year.
         14844        2007.  Benefit reporting year.
         14844        2008.  Benefit reporting year.
         14842        2009.  Benefit reporting year.
         14842        2010.  Benefit reporting year.
         14842        2011.  Benefit reporting year.
         14842        2012.  Benefit reporting year.
         14839        2013.  Benefit reporting year
         14839        2014.  Benefit reporting year
         14839        2015.  Benefit reporting year
         14839        2016.  Benefit reporting year
         14839        2017.  Benefit reporting year
         14839        2018.  Benefit reporting year
         14839        2019.  Benefit reporting year
         13691        2020.  Benefit reporting year
         13691        2021.  Benefit reporting year


==========================================================================================

MBA01                    MONTHLY BENEFIT AMOUNT - JAN
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         Primary Benefit Amount (Based on PIA) JAN
         
         The Monthly Benefit Amount (MBA) is determined by the PIA. It is the amount
         payable after reduction of the PIA, if necessary, for age, family maximum,
         earnings in excess of the earnings test, the government pension offset
         (affecting widows) and other reasons, but before any deductions of the Medicare
         Part B (or SMI) premium. Any increase due to the delayed retirement credit is
         also reflected in the MBA.

         .................................................................................

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
        1130804        0        3940        215.61        465.68       1
         -----------------------------------------------------------------


==========================================================================================

MBA02                    MONTHLY BENEFIT AMOUNT - FEB
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         Monthly Benefit Amount (Based on PIA) FEB

         .................................................................................

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
        1130804        0        3940        216.41        466.26       1
         -----------------------------------------------------------------


==========================================================================================

MBA03                    MONTHLY BENEFIT AMOUNT - MAR
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         Monthly Benefit Amount (Based on PIA) MAR

         .................................................................................

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
        1130804        0        3940        217.12        466.75       1
         -----------------------------------------------------------------


==========================================================================================

MBA04                    MONTHLY BENEFIT AMOUNT - APR
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         Monthly Benefit Amount (Based on PIA) APR

         .................................................................................

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
        1130804        0        3940        217.87        467.37       1
         -----------------------------------------------------------------


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MBA05                    MONTHLY BENEFIT AMOUNT - MAY
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         Monthly Benefit Amount (Based on PIA) MAY

         .................................................................................

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
        1130804        0        3940        218.57        467.95       1
         -----------------------------------------------------------------


==========================================================================================

MBA06                    MONTHLY BENEFIT AMOUNT - JUN
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         Monthly Benefit Amount (Based on PIA) JUN

         .................................................................................

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
        1130804        0        3940        219.84        468.76       1
         -----------------------------------------------------------------


==========================================================================================

MBA07                    MONTHLY BENEFIT AMOUNT - JUL
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         Monthly Benefit Amount (Based on PIA) JUL

         .................................................................................

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
        1130804        0        3940        220.64        469.40       1
         -----------------------------------------------------------------


==========================================================================================

MBA08                    MONTHLY BENEFIT AMOUNT - AUG
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         Monthly Benefit Amount (Based on PIA) AUG

         .................................................................................

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
        1130805        0        3940        221.30        469.89       0
         -----------------------------------------------------------------


==========================================================================================

MBA09                    MONTHLY BENEFIT AMOUNT - SEP
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         Monthly Benefit Amount (Based on PIA) SEP

         .................................................................................

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
        1130805        0        3940        222.08        470.48       0
         -----------------------------------------------------------------


==========================================================================================

MBA10                    MONTHLY BENEFIT AMOUNT - OCT
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         Monthly Benefit Amount (Based on PIA) OCT

         .................................................................................

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
        1130804        0        3940        222.71        470.95       1
         -----------------------------------------------------------------


==========================================================================================

MBA11                    MONTHLY BENEFIT AMOUNT - NOV
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         Monthly Benefit Amount (Based on PIA) NOV

         .................................................................................

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
        1130804        0        3940        223.35        471.45       1
         -----------------------------------------------------------------


==========================================================================================

MBA12                    MONTHLY BENEFIT AMOUNT - DEC
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         Monthly Benefit Amount (Based on PIA) DEC

         .................................................................................

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
        1130803        0        4170        229.00        482.35       2
         -----------------------------------------------------------------


==========================================================================================

OMBA01                   OTHER MONTHLY BENEFIT AMOUNT - JAN
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         Other Benefit Amount (Based on PIA) JAN
         
         The Monthly Benefit Amount (MBA) is determined by the PIA. It is the amount
         payable after reduction of the PIA, if necessary, for age, family maximum,
         earnings in excess of the earnings test, the government pension offset
         (affecting widows) and other reasons, but before any deductions of the Medicare
         Part B (or SMI) premium. Any increase due to the delayed retirement credit is
         also reflected in the MBA.
         
         Use with the Ledger Account File (LAF) code. If the Ledger Account File (LAF)
         status in the month is C or C2, then a benefit has been paid on that account for
         that month.

         .................................................................................

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
         298378        0        3680         88.16        253.70  832427
         -----------------------------------------------------------------


==========================================================================================

OMBA02                   OTHER MONTHLY BENEFIT AMOUNT - FEB
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         Other Benefit Amount (Based on PIA) FEB

         .................................................................................

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
         298378        0        3680         88.44        254.12  832427
         -----------------------------------------------------------------


==========================================================================================

OMBA03                   OTHER MONTHLY BENEFIT AMOUNT - MAR
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         Other Benefit Amount (Based on PIA) MAR

         .................................................................................

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
         298378        0        3680         88.85        254.63  832427
         -----------------------------------------------------------------


==========================================================================================

OMBA04                   OTHER MONTHLY BENEFIT AMOUNT - APR
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         Other Benefit Amount (Based on PIA) APR [EXTRACT-DATE]

         .................................................................................

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
         298378        0        3680         89.18        255.04  832427
         -----------------------------------------------------------------


==========================================================================================

OMBA05                   OTHER MONTHLY BENEFIT AMOUNT - MAY
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         Other Benefit Amount (Based on PIA) MAY

         .................................................................................

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
         298378        0        3680         89.41        255.22  832427
         -----------------------------------------------------------------


==========================================================================================

OMBA06                   OTHER MONTHLY BENEFIT AMOUNT - JUN
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         Other Benefit Amount (Based on PIA) JUN

         .................................................................................

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
         298378        0        3680         89.80        255.52  832427
         -----------------------------------------------------------------


==========================================================================================

OMBA07                   OTHER MONTHLY BENEFIT AMOUNT - JUL
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         Other Benefit Amount (Based on PIA) JUL

         .................................................................................

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
         298378        0        3680         90.12        255.83  832427
         -----------------------------------------------------------------


==========================================================================================

OMBA08                   OTHER MONTHLY BENEFIT AMOUNT - AUG
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         Other Benefit Amount (Based on PIA) AUG

         .................................................................................

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
         298378        0        3680         90.40        256.04  832427
         -----------------------------------------------------------------


==========================================================================================

OMBA09                   OTHER MONTHLY BENEFIT AMOUNT - SEP
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         Other Benefit Amount (Based on PIA) SEP

         .................................................................................

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
         298378        0        3680         90.75        256.52  832427
         -----------------------------------------------------------------


==========================================================================================

OMBA10                   OTHER MONTHLY BENEFIT AMOUNT - OCT
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         Other Benefit Amount (Based on PIA) OCT [OTBEN-CODE]

         .................................................................................

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
         298378        0        3680         91.07        257.03  832427
         -----------------------------------------------------------------


==========================================================================================

OMBA11                   OTHER MONTHLY BENEFIT AMOUNT - NOV
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         Other Benefit Amount (Based on PIA) NOV [DOB]

         .................................................................................

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
         298378        0        3680         91.36        257.46  832427
         -----------------------------------------------------------------


==========================================================================================

OMBA12                   OTHER MONTHLY BENEFIT AMOUNT - DEC
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         Other Benefit Amount (Based on PIA) DEC

         .................................................................................

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
         298378        0        3900         93.57        263.08  832427
         -----------------------------------------------------------------


==========================================================================================

VERSION                  DATASET VERSION
         Section: C     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1C

         .................................................................................
       1130805        2020.  April 2024


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