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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 D: MONTHLY BENEFIT CREDITED (MBA ROUNDED DOWN)  (Primary/Other)

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HHID                     HOUSEHOLD IDENTIFIER
         Section: D     Level: Primary/Other   Type: Character  Width: 6   Decimals: 0
         Ref: BEN1D

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

         .................................................................................
       1111425           000001-959738.  Household Identifier


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

PN                       PERSON NUMBER
         Section: D     Level: Primary/Other   Type: Character  Width: 3   Decimals: 0
         Ref: BEN1D

         Person Number. Indentifies a respondent within a household.

         .................................................................................
        653324         010.  Person Identifier
         34103         011.  Person Identifier
          1816         012.  Person Identifier
           120         013.  Person Identifier
        328037         020.  Person Identifier
          9746         021.  Person Identifier
           658         022.  Person Identifier
            60         023.  Person Identifier
         32288         030.  Person Identifier
          2605         031.  Person Identifier
           180         032.  Person Identifier
            60         033.  Person Identifier
         45178         040.  Person Identifier
          3010         041.  Person Identifier
           240         042.  Person Identifier
                       043.  Person Identifier


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YEAR                     BENEFITS PAID - YEAR
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

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

         .................................................................................
         21248        1962.  Benefit reporting year.
         21248        1963.  Benefit reporting year.
         21248        1964.  Benefit reporting year.
         21248        1965.  Benefit reporting year.
         21248        1966.  Benefit reporting year.
         21248        1967.  Benefit reporting year.
         21248        1968.  Benefit reporting year.
         21248        1969.  Benefit reporting year.
         21248        1970.  Benefit reporting year.
         21248        1971.  Benefit reporting year.
         21248        1972.  Benefit reporting year.
         21248        1973.  Benefit reporting year.
         21248        1974.  Benefit reporting year.
         21248        1975.  Benefit reporting year.
         21248        1976.  Benefit reporting year.
         21248        1977.  Benefit reporting year.
         21248        1978.  Benefit reporting year.
         21248        1979.  Benefit reporting year.
         21248        1980.  Benefit reporting year.
         21248        1981.  Benefit reporting year.
         21248        1982.  Benefit reporting year.
         21248        1983.  Benefit reporting year.
         21248        1984.  Benefit reporting year.
         21248        1985.  Benefit reporting year.
         21248        1986.  Benefit reporting year.
         21248        1987.  Benefit reporting year.
         21248        1988.  Benefit reporting year.
         21248        1989.  Benefit reporting year.
         21248        1990.  Benefit reporting year.
         21248        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


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

SOURCE                   YEAR PERMISSION GIVEN FLAG
         Section: D     Level: Primary/Other   Type: Character  Width: 4   Decimals: 0
         Ref: BEN1D

         This flag indicates the permission series as well as the most recently available
         information for this respondent.
         
         1993: Permission sought in 1993 or 1995 from AHEAD cohort members; data provided
         for years 1962 through  1992
         1998: Permission sought in 1998 or 2000 from CODA and War Baby cohort members as
         well as new spouses;data provided for years 1962 through 1999
         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, 2012,2014,2018: 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

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


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

MBC01                    MONTHLY BENEFIT CREDITED - JAN
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

         Monthly Benefit Credited (MBA rounded down) JAN
         
         The MBC is the amount the beneficiary would pay taxes on. Under law, the MBC is
         calculated by first subtracting the Part B Medicare (or SMI) Premium (if any)
         from the MBA, then rounding the result down to the nearest whole dollar, and
         adding the part B premium to the rounded amount. 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.
         
         Use with the Ledger Account File (LAF) code. For periods prior to June 1982,
         Title II MBA and MBC are equal.

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

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
        1111425        0        3940        217.96        468.50       0
         -----------------------------------------------------------------


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

MBC02                    MONTHLY BENEFIT CREDITED - FEB
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

         Monthly Benefit Credited (MBA rounded down) FEB

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

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
        1111425        0        3940        218.75        469.08       0
         -----------------------------------------------------------------


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

MBC03                    MONTHLY BENEFIT CREDITED - MAR
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

         Monthly Benefit Credited (MBA rounded down) MAR

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

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
        1111425        0        3940        219.45        469.57       0
         -----------------------------------------------------------------


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

MBC04                    MONTHLY BENEFIT CREDITED - APR
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

         Monthly Benefit Credited (MBA rounded down) APR

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

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
        1111425        0        3940        220.20        470.19       0
         -----------------------------------------------------------------


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

MBC05                    MONTHLY BENEFIT CREDITED - MAY
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

         Monthly Benefit Credited (MBA rounded down) MAY

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

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
        1111425        0        3940        220.90        470.77       0
         -----------------------------------------------------------------


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

MBC06                    MONTHLY BENEFIT CREDITED - JUN
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

         Monthly Benefit Credited (MBA rounded down) JUN

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

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
        1111425        0        3940        222.13        471.57       0
         -----------------------------------------------------------------


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MBC07                    MONTHLY BENEFIT CREDITED - JUL
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

         Monthly Benefit Credited (MBA rounded down) JUL

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

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
        1111425        0        3940        222.93        472.21       0
         -----------------------------------------------------------------


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

MBC08                    MONTHLY BENEFIT CREDITED - AUG
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

         Monthly Benefit Credited (MBA rounded down) AUG

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

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
        1111425        0        3940        223.58        472.70       0
         -----------------------------------------------------------------


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

MBC09                    MONTHLY BENEFIT CREDITED - SEP
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

         Monthly Benefit Credited (MBA rounded down) SEP

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

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
        1111425        0        3940        224.35        473.28       0
         -----------------------------------------------------------------


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

MBC10                    MONTHLY BENEFIT CREDITED - OCT
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

         Monthly Benefit Credited (MBA rounded down) OCT

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

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
        1111425        0        3940        224.96        473.74       0
         -----------------------------------------------------------------


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

MBC11                    MONTHLY BENEFIT CREDITED - NOV
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

         Monthly Benefit Credited (MBA rounded down) NOV

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

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
        1111425        0        3940        225.59        474.25       0
         -----------------------------------------------------------------


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

MBC12                    MONTHLY BENEFIT CREDITED - DEC
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

         Monthly Benefit Credited (MBA rounded down) DEC

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

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
        1111425        0        4170        231.27        485.19       0
         -----------------------------------------------------------------


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

OMBC01                   OTHER MONTH CREDITED - JAN
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

         Other Benefit Credited  (MBA rounded down) JAN
         
         The MBC is the amount the beneficiary would pay taxes on. Under law, the MBC is
         calculated by first subtracting the Part B Medicare (or SMI) Premium (if any)
         from the MBA, then rounding the result down to the nearest whole dollar, and
         adding the part B premium to the rounded amount. 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.
         
         Use with the Ledger Account File (LAF) code. For periods prior to June 1982,
         Title II MBA and MBC are equal.

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

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
         298378        0        3680         88.15        253.67  813047
         -----------------------------------------------------------------


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

OMBC02                   OTHER MONTH CREDITED - FEB
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

         Other Benefit Credited  (MBA rounded down) FEB

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

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
         298378        0        3680         88.43        254.09  813047
         -----------------------------------------------------------------


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

OMBC03                   OTHER MONTH CREDITED - MAR
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

         Other Benefit Credited  (MBA rounded down) MAR

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

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
         298378        0        3680         88.84        254.60  813047
         -----------------------------------------------------------------


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

OMBC04                   OTHER MONTH CREDITED - APR
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

         Other Benefit Credited  (MBA rounded down) APR [EXTRACT-DATE]

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

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
         298378        0        3680         89.17        255.01  813047
         -----------------------------------------------------------------


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

OMBC05                   OTHER MONTH CREDITED - MAY
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

         Other Benefit Credited  (MBA rounded down) MAY

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

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
         298378        0        3680         89.40        255.18  813047
         -----------------------------------------------------------------


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

OMBC06                   OTHER MONTH CREDITED - JUN
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

         Other Benefit Credited  (MBA rounded down) JUN

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

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
         298378        0        3680         89.79        255.49  813047
         -----------------------------------------------------------------


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

OMBC07                   OTHER MONTH CREDITED - JUL
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

         Other Benefit Credited  (MBA rounded down) JUL

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

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
         298378        0        3680         90.11        255.80  813047
         -----------------------------------------------------------------


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

OMBC08                   OTHER MONTH CREDITED - AUG
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

         Other Benefit Credited  (MBA rounded down) AUG

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

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
         298378        0        3680         90.39        256.01  813047
         -----------------------------------------------------------------


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

OMBC09                   OTHER MONTH CREDITED - SEP
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

         Other Benefit Credited  (MBA rounded down) SEP

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

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
         298378        0        3680         90.74        256.49  813047
         -----------------------------------------------------------------


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

OMBC10                   OTHER MONTH CREDITED - OCT
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

         Other Benefit Credited  (MBA rounded down) OCT [OTBEN-CODE]

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

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
         298378        0        3680         91.06        256.99  813047
         -----------------------------------------------------------------


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

OMBC11                   OTHER MONTH CREDITED - NOV
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

         Other Benefit Credited  (MBA rounded down) NOV [DOB]

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

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
         298378        0        3680         91.35        257.43  813047
         -----------------------------------------------------------------


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

OMBC12                   OTHER MONTH CREDITED - DEC
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

         Other Benefit Credited  (MBA rounded down) DEC

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

         -----------------------------------------------------------------
              N      Min         Max          Mean            SD    Miss
         298378        0        3900         93.56        263.05  813047
         -----------------------------------------------------------------


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

VERSION                  DATASET VERSION
         Section: D     Level: Primary/Other   Type: Numeric    Width: 4   Decimals: 0
         Ref: BEN1D

         .................................................................................
       1111425        2020.  April 2024


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