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benefits_w3

Unearned Income and State Benefits module

Questions 33

benefits_w3.intbenefit

Benefit module intro

Type: choice

Text: One of the most important parts of our research is how people are getting by financially these days. We have found that we need to ask about a number of different types of income, otherwise our results could be misleading. Please think about ALL of the extra sources of income you receive, as well as any benefits or tax credits. If you are at all unsure about whether something would count, you can check with me. I'd like to remind you that anything you tell me is completely confidential.

OptionLabel
1Continue

benefits_w3.tftax

Region indicator

Type: number

benefits_w3.btype

Type of benefit or payment

Type: multichoice

Source: LFS tel (adapted)

Interviewer Instruction: CODE ALL THAT APPLY F9 FOR HELP

Text: Which, if any, of these types of payments are you currently receiving {if hhsize > 1 & (livesp = 1 or livewith = 1,3)} ,either just yourself or jointly?

OptionLabelAssociated variables
1Unemployment-related benefits, or National Insurance Creditsc_btype1 (c_indresp) type of benefit or payment: unemployment-related benefits, or national insura
2Income Supportc_btype2 (c_indresp) type of benefit or payment: income support?
3Sickness, disability or incapacity benefits (including Employment Support Allowance)c_btype3 (c_indresp) type of benefit or payment: sickness, disability or incapacity benefits (incl
4Any sort of pension including a private pension or the State pensionc_btype4 (c_indresp) type of benefit or payment: any sort of pension including a private pension o
5Child Benefitc_btype5 (c_indresp) type of benefit or payment: child benefit?
6Tax credits, such as the Working Tax Credit or Child Tax Creditc_btype6 (c_indresp) type of benefit or payment: tax credits such as the working tax credit or chi
7Any other family related benefit or paymentc_btype7 (c_indresp) type of benefit or payment: any other family related benefit or payments?
8Housing or Council Tax Benefit/Rent or Rate Rebatec_btype8 (c_indresp) type of benefit or payment: b3btype_tfhou?
9Income from any other state benefitc_btype9 (c_indresp) type of benefit or payment: income from any other state benefit?
96None of thesec_btype96 (c_indresp) type of benefit or payment: none of these

benefits_w3.benunemp

Income : Unemployment benefits

Type: multichoice

Source: LFS tel (adapted)

Interviewer Instruction: CODE ALL THAT APPLY F9 FOR HELP

Text: {if JBSTAT = 3 & BTYPE <> 1} Can I just check, are / {if BType = 1} Are you currently receiving any of these types of payments {if hhsize > 1 & (livesp = 1 or livewith = 1,3)} ,either just yourself or jointly?

OptionLabelAssociated variables
1Job Seeker's Allowancec_benunemp1 (c_indresp) income: receives...: job seeker s allowance?
2or National Insurance Creditsc_benunemp2 (c_indresp) income: receives...: or national insurance credits?
96None of thesec_benunemp96 (c_indresp) income: receives...: none of these

Universe:
if BType = 1 | DEMOGRAPHICS.Jbstat = 3 (Receives any unemployment benefit or is currently unemployed)

benefits_w3.bendis

Income: Disability benefits

Type: multichoice

Source: LFS tel (adapted)

Interviewer Instruction: CODE ALL THAT APPLY F9 FOR HELP

Text: {if (JBSTAT=8 | Health = 1) & (BTYPE <> 3)} Can I just check, are / {if BType = 3} Are you currently receiving any of these types of payments {if hhsize > 1 & (livesp = 1 or livewith = 1,3)} ,either just yourself or jointly?

OptionLabelAssociated variables
1Incapacity Benefitc_bendis1 (c_indresp) Incapacity Benefit
2Employment and Support Allowancec_bendis2 (c_indresp) Employment and Support Allowance
3Severe Disablement Allowancec_bendis3 (c_indresp) Severe Disablement Allowance
4Carer's Allowancec_bendis4 (c_indresp) Carer's Allowance
5Disability Living Allowancec_bendis5 (c_indresp) Disability Living Allowance
6Return to Work Creditc_bendis6 (c_indresp) disability benefits: return to work credit?
7Attendance Allowancec_bendis7 (c_indresp) Attendance Allowance
8Industrial Injury Disablement Benefitc_bendis8 (c_indresp) Industrial Injury Disablement Benefit
9War Disablement Pensionc_bendis9 (c_indresp) disability benefits: war disablement pension?
10Sickness and Accident Insurancec_bendis10 (c_indresp) Sickness and Accident Insurance
97Any other disability related benefit or paymentc_bendis97 (c_indresp) Any other disability related benefit or payment
96None of thesec_bendis96 (c_indresp) None of these

Universe:
if BType = 3 | ((DEMOGRAPHICS.Jbstat = 8 | DISABILITY.Health = 1) & BType <>3) (Receives any disability benefit or is currently long-term sick or disabled or has a long-standing illness, disability or infirmity and has not indicated receiving any disability benefits)

benefits_w3.wardistxt

Flag War Disablement Pension

Type: number

benefits_w3.benpen

Income: Pensions

Type: multichoice

Source: LFS tel (adapted)

Interviewer Instruction: CODE ALL THAT APPLY F9 FOR HELP

Text: {if BTYPE <> 4 & ((AGE > 59 & SEX = 2)| (AGE > 64 & SEX = 1))} Can I just check, are / {if BTYPE = 4} Are you currently receiving any of these types of payments {if hhsize > 1 & (livesp = 1 or livewith = 1,3)} ,either just yourself or jointly?

OptionLabelAssociated variables
1NI Pension or State Retirement (Old Age) Pensionc_benpen1 (c_indresp) NI Pension or State Retirement (Old Age) Pension
2A pension from a previous employerc_benpen2 (c_indresp) A pension from a previous employer
3A pension from a spouse's previous employerc_benpen3 (c_indresp) A pension from a spouse's previous employer
4Pension Credit including Guarantee Credit & Savings Creditc_benpen4 (c_indresp) Pension Credit including Guarantee Credit & Savings Credit
5Private pension or annuityc_benpen5 (c_indresp) Private Pension or Annuity
6Widow's or War Widow's Pensionc_benpen6 (c_indresp) Widow's or War Widow's Pension
7Widowed Mother's Allowance, Parent's Allowance or Bereavement Allowancec_benpen7 (c_indresp) Widowed Mother's Allowance, Parent's Allowance or Bereavement Allowance
8War Disablement Pensionc_benpen8 (c_indresp) War Disablement Pension
96None of thesec_benpen96 (c_indresp) None of these

Universe:
if BType = 4 | (BType <> 4 & ((age > 59 & sex = 2) | (age > 64 & sex = 1))) (Receives any sort of pension or is female aged 60+ or male aged 65+ and did not mention receiving any sort of pension)

benefits_w3.niserps

Income: Receives SERPS

Type: choice

Source: BHPS

Interviewer Instruction: F9 FOR HELP

Text: You say you receive the State Retirement Pension. Does this include any income from the State Earnings Related Pension Scheme, also known as SERPS?

OptionLabel
1Yes
2No

Universe:
if BType = 4 | (BType <> 4 & ((age > 59 & sex = 2) | (age > 64 & sex = 1))) (Receives any sort of pension or is female aged 60+ or male aged 65+ and did not mention receiving any sort of pension)
and if BenPen = 1 (Receives any sort of pension and receives the NI Pension or State Retirement Pension)

benefits_w3.bencb

Income: Receives Child Benefit

Type: choice

Source: BHPS

Text: Do you receive Child Benefit?

OptionLabel
1Yes
2No

Universe:
if BType <> 5 & resp is responsible adult for any child under the age of 18 (Did not mention receiving Child Benefit and is the responsible adult for a child under 18)

benefits_w3.benctc

Income: Receives Child Tax Credit

Type: choice

Source: BHPS

Interviewer Instruction: F9 FOR HELP

Text: Are you receiving the Child Tax Credit {if hhsize > 1 & (livesp = 1 or livewith = 1,3)} ,either just yourself or jointly?

OptionLabel
1Yes
2No

Universe:
if BType = 5 | BenCB = 1 (Receives Child Benefit)

benefits_w3.benfam

Income: Family benefits

Type: multichoice

Source: LFS tel (adapted)

Interviewer Instruction: CODE ALL THAT APPLY F9 FOR HELP

Text: Are you currently receiving any of these types of payments {if hhsize > 1 & (livesp = 1 or livewith = 1,3)} ,either just yourself or jointly?

OptionLabelAssociated variables
1Foster Allowance or Guardian Allowancec_benfam1 (c_indresp) income: receives: foster allowance or guardian allowance?
2Maternity Allowancec_benfam2 (c_indresp) income: receives: maternity allowance?
3Maintenance or Alimonyc_benfam3 (c_indresp) income: receives: maintenance or alimony?
4In-Work Credit for Lone Parentsc_benfam4 (c_indresp) income: receives: in-work credit for lone parents?
5Any payments from a family member not living with youc_benfam5 (c_indresp) income: receives: any payments from a family member not living with you?
96None of thesec_benfam96 (c_indresp) income: receives: none of these

Universe:
if BType = 7 (Receives any other family-related benefits or payments)

benefits_w3.pencredtxt

Flag pension tax credit

Type: number

benefits_w3.chtaxcred

Flag child tax credit

Type: number

benefits_w3.retwcred

Flag return to work credit

Type: number

benefits_w3.bentax

Income: Tax Credits

Type: multichoice

Source: LFS tel (adapted)

Interviewer Instruction: READ OUT EACH IN TURN AND CODE ALL THAT APPLY F9 FOR HELP

Text: {if BTYPE = 6 & (TFTax = 1 | PenCredTxt = 1 | ChTaxCred = 1 | RetWCred = 1)} Are you currently receiving [,either just yourself or jointly] {if hhsize greater than 1 & (livesp = 1 or livewith = 1 or 3)} ... / {if BTYPE = 6 & (TFTax = 0 & PenCredTxt = 0 & ChTaxCred = 0 & RetWCred = 0)} And do you currently receive the Working Tax Credit, including Disabled Person's Tax Credit [,either just yourself or jointly] {if hhsize greater than 1 & (livesp = 1 or livewith = 1 or 3)}?

OptionLabelAssociated variables
1Working Tax Credit, including Disabled Person's Tax Credit?c_bentax1 (c_indresp) income: receives: working tax credit, including disabled person s tax credit?
2Council Tax Benefitc_bentax2 (c_indresp) income: receives: cntaxcred
3Pension Credit including Guarantee Credit or Saving Creditc_bentax3 (c_indresp) income: receives: pencredtxt
4Child Tax Creditc_bentax4 (c_indresp) income: receives: chtaxcred
5Return to Work Creditc_bentax5 (c_indresp) income: receives: wkcredtext
96None of thesec_bentax96 (c_indresp) income: receives: none of these

Universe:
if BType = 6 (Receives tax credits)

benefits_w3.tfhou

Flag housing benfit

Type: number

benefits_w3.tfcou

Flag council tax credit

Type: number

benefits_w3.tfren

Flag rent rebate

Type: number

benefits_w3.tfrat

Flag rate rebate

Type: number

benefits_w3.benhou

Receives housing-related benefit(s)

Type: multichoice

Source: LFS tel (adapted)

Interviewer Instruction: READ OUT EACH IN TURN AND CODE ALL THAT APPLY F9 FOR HELP

Text: {if BType not equal to 8 & (BType = 2 | BenUnemp = 1 | BenUnemp = 2 | BenDis = 1 | BenDis = 2 | BenPen = 4 | BenTax = 3)} And can I just check, do you currently receive [,either just yourself or jointly] {if hhsize greater than 1 & (livesp = 1 or livewith = 1 or 3) ... / {if BType = 8} Are you currently receiving [,either just yourself or jointly] {if hhsize greater than 1 & (livesp = 1 or livewith = 1 or 3)}... / {if TFHou = 1 & TFRen = 1 & TFRat = 1 & BenTax = RESPONSE} Do you receive housing benefit [,either just yourself or jointly] {if hhsize greater than 1 & (livesp = 1 or livewith = 1 or 3)}?

OptionLabelAssociated variables
1Housing Benefitc_benhou1 (c_indresp) income: receives: tfhou
2Council Tax Benefitc_benhou2 (c_indresp) income: receives: tfcou
3Rent Rebatec_benhou3 (c_indresp) income: receives: tfren
4Rate Rebatec_benhou4 (c_indresp) income: receives: tfrat
96None of thesec_benhou96 (c_indresp) income: receives: none of these

Universe:
if BType = 8 | (BType <> 8 & (BType = 2 | BenUnemp = 1 | BenUnemp = 2 | BenDis = 1 | BenDis = 2 | BenPen = 4 | BenTax = 3)) (Receives housing benefit, council tax benefit, rent rebate or rate rebate OR did not mention receiving housing benefit but currently receives either Income Support, Job Seeker's Allowance, Incapacity Benefit or Pension Credit)

benefits_w3.privpen

Flag private pension

Type: number

benefits_w3.maintalim

Flag maintenance or alimony

Type: number

benefits_w3.payfam

Flag payments from family members

Type: number

benefits_w3.bensta

Income: Other sources

Type: multichoice

Source: LFS tel (adapted)

Interviewer Instruction: CODE ALL THAT APPLY F9 FOR HELP

Text: And aside from the types of income we've just been discussing, are you currently receiving any of these types of payments {if hhsize > 1 & (livesp = 1 or livewith = 1,3)} ,either just yourself or jointly?

OptionLabelAssociated variables
1A private pension or annuityc_bensta1 (c_indresp) types of payments: b3bensta_tfpension
2Education Grant other than a Student Loan or Tuition Fee Loanc_bensta2 (c_indresp) Education Grant other than a Student Loan or Tuition Fee Loan
3Trade Union or Friendly Society Paymentc_bensta3 (c_indresp) Trade Union or Friendly Society Payment
4Maintenance or Alimonyc_bensta4 (c_indresp) Maintenance or Alimony
5Payments from a family member not living with youc_bensta5 (c_indresp) Payments from a family member not living with you
6Rent from Boarders, Lodgers (not family) living here with you?c_bensta6 (c_indresp) Rent from Boarders or Lodgers (not family members) living here with you
7Rent from any other propertyc_bensta7 (c_indresp) Rent from any other property even if that only covers that property's mortgage o
97Or any other regular paymentc_bensta97 (c_indresp) Or any other regular payment
96None of thesec_bensta96 (c_indresp) None of these

benefits_w3.missource

Flag Enumeration status same both waves

Type: number

benefits_w3.nfh

Further income sources

Type: choice

Source: BHPS

Text: Can I just check, according to our records, you have in the past received [ff_bentype01 - ff_bentype39]. Are you currently receiving [ff_bentype01 - ff_bentype39] {if HHSize > 1 & (livesp = 1 or livewith = 1,3)} ,either just yourself or jointly?

OptionLabel
1Yes
2No

benefits_w3.fiseq

Income receipt sequence number

Type: number

benefits_w3.frval

Last amount received

Type: number

Source: BHPS

Interviewer Instruction: IF 'DON'T KNOW/CAN'T REMEMBER' PROBE FOR APPROXIMATE AMOUNT IF RESPONDENT SAYS THAT THE PAYMENT HAS BEEN INCLUDED AS PART OF A PAYMENT ALREADY RECORDED THEN CODE 0

Text: How much was the last payment of [FICODE] you received (to nearest £)?

benefits_w3.frwc

Period covered by last amount received

Type: choice

Source: BHPS

Text: What period did that cover?

OptionLabel
1One week
2Two weeks
3Three weeks
4Four weeks
5Calendar month
7Two calendar months
8Eight times a year
9Nine times a year
10Ten times a year
13Three months/13 weeks
26Six months/26 weeks
52One year/12 months/52 w
90Less than one week
95One off/lump sum
96None of these

Universe:
if FRVAL > 0 (Amount received stated)

benefits_w3.frjt

Last payment: Sole or joint recipient

Type: choice

Source: BHPS

Text: Do you receive that solely in your name or jointly with someone else?

OptionLabel
1Sole
2Joint

benefits_w3.frjtpn

PNO of joint recipient

Type: choice

Source: BHPS

Interviewer Instruction: RECORD PERSON NUMBER FROM HOUSEHOLD GRID. IF PERSON NOT IN HOUSEHOLD CODE 0

Text: With whom do you receive [FICODE]?

OptionLabel
0Non-household member
1Person number 1
2Person number 2
3Person number 3
4Person number 4
5Person number 5
6Person number 6
7Person number 7
8Person number 8
9Person number 9
10Person number 10
11Person number 11
12Person number 12
13Person number 13
14Person number 14
15Person number 15
16Person number 16

Universe:
if FRJT = 2 (Received income from source jointly with someone else)

benefits_w3.fraddl

Received additional payment from source

Type: choice

Source: BHPS

Text: And are you currently receiving any other payments of [FICODE]?

OptionLabel
1Yes
2No

Universe:
if FICODE IN 2,3,4,24,25,26,27,28,29,30,35,38,39 (Receives a pension from a previous employer, a pension from a spouse's previous employer, a private pension/annuity, education grant, trade union/friendly society payment, maintenance or alimony, payment from a family member not living here, rent from borders or lodgers, rent from any other property, foster allowance/guardian allowance, sickness/accident insurance, any other regular payment or any other state benefit)

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