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Questionnaire Module Main Survey

benefits_w9

Unearned Income and State Benefits module

Questions 19

benefits_w9.intbenefit

Benefit module intro

Type: choice

Source: UKHLS

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 GRIDVARIABLES.ModeType = 1 | 2} If you are at all unsure about whether something would count, you can check with me. We'd like to remind you that anything you tell us is completely confidential.

OptionLabel
1Continue

benefits_w9.benbase

Income: Receives core benefits

Type: multichoice

Source: UKHLS

Interviewer Instruction: CODE ALL THAT APPLY

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

OptionLabelAssociated variables
1Income Supporti_benbase1 (i_indresp) Income Support
2Job Seeker's Allowancei_benbase2 (i_indresp) Job Seeker's Allowance
3Child Benefiti_benbase3 (i_indresp) Child Benefit
4Universal Crediti_benbase4 (i_indresp) Universal Credit
96None of thesei_benbase96 (i_indresp) None of these

benefits_w9.benctc

Income: Receives Child Tax Credit

Type: choice

Source: UKHLS

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

OptionLabel
1Yes
2No

Universe:
if BenBase = 3 & BenBase <> 4 (Receives child benefit but does not receives Universal Credit)

benefits_w9.benpen

Income: Pensions

Type: multichoice

Source: UKHLS

Interviewer Instruction: CODE ALL THAT APPLY

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

OptionLabelAssociated variables
1NI Pension or State Retirement (Old Age) Pensioni_benpen1 (i_indresp) NI Pension or State Retirement (Old Age) Pension
2A pension from a previous employeri_benpen2 (i_indresp) A pension from a previous employer
3A pension from a spouse's previous employeri_benpen3 (i_indresp) A pension from a spouse's previous employer
4Pension Credit including Guarantee Credit & Savings Crediti_benpen4 (i_indresp) Pension Credit including Guarantee Credit & Savings Credit
5Private Pension or Annuityi_benpen5 (i_indresp) Private Pension or Annuity
6Widow's or War Widow's Pensioni_benpen6 (i_indresp) Widow's or War Widow's Pension
7Widowed Mother's Allowance, Parent's Allowance or Bereavement Allowancei_benpen7 (i_indresp) Widowed Mother's Allowance, Parent's Allowance or Bereavement Allowance
8War Disablement Pensioni_benpen8 (i_indresp) War Disablement Pension
96None of thesei_benpen96 (i_indresp) None of these

benefits_w9.niserps

Income: Receives SERPS

Type: choice

Source: BHPS

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 BenPen = 1 (Receives the NI Pension or State Retirement Pension)

benefits_w9.bendis

Income: Disability benefits

Type: multichoice

Source: UKHLS

Interviewer Instruction: CODE ALL THAT APPLY

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

OptionLabelAssociated variables
1Incapacity Benefiti_bendis1 (i_indresp) Incapacity Benefit
2Employment and Support Allowancei_bendis2 (i_indresp) Employment and Support Allowance
3Severe Disablement Allowancei_bendis3 (i_indresp) Severe Disablement Allowance
4Carer's Allowancei_bendis4 (i_indresp) Carer's Allowance
5Disability Living Allowancei_bendis5 (i_indresp) Disability Living Allowance
12Personal Independence Paymentsi_bendis12 (i_indresp) Personal Independence Payments
7Attendance Allowancei_bendis7 (i_indresp) Attendance Allowance
8Industrial Injury Disablement Benefiti_bendis8 (i_indresp) Industrial Injury Disablement Benefit
10Sickness and Accident Insurancei_bendis10 (i_indresp) Sickness and Accident Insurance
97Any other disability related benefit or paymenti_bendis97 (i_indresp) Any other disability related benefit or payment
96None of thesei_bendis96 (i_indresp) None of these

benefits_w9.benesa

Employment and Support Allowance: Work-Related Activity Group or Support Group

Type: choice

Source: UKHLS

Interviewer Instruction: READ OUT

Text: Do you know whether the Employment and Support Allowance is in the....

OptionLabel
1Work-Related Activity Group
2Support Group
3SPONTANEOUS: Not sure/Don't know

Universe:
if BenDis = 2 (Receives employment and support allowance)

benefits_w9.othben

Other benefits or credits

Type: multichoice

Source: UKHLS

Interviewer Instruction: CODE ALL THAT APPLY

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

OptionLabelAssociated variables
1Foster Allowancei_othben1 (i_indresp) Foster Allowance
2Maternity Allowancei_othben2 (i_indresp) Maternity Allowance
3In-Work Credit for Lone Parentsi_othben3 (i_indresp) In-Work Credit for Lone Parents
4Return to Work Crediti_othben4 (i_indresp) Return to Work Credit
5Working Tax Crediti_othben5 (i_indresp) Working Tax Credit
6Council Tax Reductioni_othben6 (i_indresp) Council Tax Reduction
7Rate Rebatei_othben7 (i_indresp) Rate Rebate
8Housing Benefiti_othben8 (i_indresp) Housing Benefit
9Rent Rebatei_othben9 (i_indresp) Rent Rebate
97Any other state benefit or crediti_othben97 (i_indresp) Any other state benefit or credit
96None of thesei_othben96 (i_indresp) None of these

benefits_w9.bensta

Income: Other sources

Type: multichoice

Source: UKHLS

Interviewer Instruction: CODE ALL THAT APPLY

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)} ,either just yourself or jointly?

OptionLabelAssociated variables
2Education Grant other than a Student Loan or Tuition Fee Loani_bensta2 (i_indresp) Education Grant other than a Student Loan or Tuition Fee Loan
3Trade Union or Friendly Society Paymenti_bensta3 (i_indresp) Trade Union or Friendly Society Payment
4Maintenance or Alimonyi_bensta4 (i_indresp) Maintenance or Alimony
5Payments from a family member not living with youi_bensta5 (i_indresp) Payments from a family member not living with you
6Rent from Boarders or Lodgers (not family members) living here with youi_bensta6 (i_indresp) Rent from Boarders or Lodgers (not family members) living here with you
7Rent from any other property even if that only covers that property's mortgage or running costsi_bensta7 (i_indresp) Rent from any other property even if that only covers that property's mortgage o
97Or any other regular paymenti_bensta97 (i_indresp) Or any other regular payment
96None of thesei_bensta96 (i_indresp) None of these

benefits_w9.missource

Income source enumerated at previous wave but not current wave

Type: number

Source: UKHLS

benefits_w9.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_bentype41]. Are you currently receiving [ff_bentype01 - ff_bentype41] {if HHSize > 1 & (livesp = 1 or livewith = 1)} either just yourself or jointly?

OptionLabel
1Yes
2No

benefits_w9.ficode

Income receipt code

Type: choice

OptionLabel
1NI Retirement/State Retirement (Old Age) Pension
2A Pension from a previous employer
3A Pension from a spouse's previous employer
4A Private Pension/Annuity
5A Widow's or War Widow's Pension
6A Widowed Mother's Allowance / Widowed Parent's Allowance / Bereavement Allowance
7Pension Credit (includes Guarantee Credit & Saving Credit)
8Severe Disablement Allowance
9Industrial Injury Disablement Allowance
10Disability Living Allowance
11Attendance Allowance
12Carer's Allowance (formerly Invalid Care Allowance)
13War Disablement Pension
14Incapacity Benefit
15Income Support
16Job Seeker's Allowance
18Child Benefit (including Lone-Parent Child Benefit payments)
19Child Tax Credit
20Working Tax Credit (includes Disabled Person's Tax Credit)
21Maternity Allowance
22Housing Benefit
23Council Tax Benefit
24Educational Grant (not Student Loan or Tuition Fee Loan
25Trade Union / Friendly Society Payment
26Maintenance or Alimony
27Payments from a family member not living here
28Rent from Boarders or Lodgers (not family members) living here with you
29Rent from any other property
30Foster Allowance / Guardian Allowance
31Rent Rebate
32Rate Rebate
33Employment and Support Allowance
34Return to Work Credit
35Sickness and Accident Insurance
36In-Work Credit for Lone Parents
37Other Disability Related Benefit or Payment
38Any other regular payment
39Any other state benefit
40Universal Credit
41Personal Independence Payments
98DON'T KNOW
99REFUSED

benefits_w9.fiseq

Income receipt sequence number

Type: number

benefits_w9.frval

Last amount received

Type: number

Source: BHPS

Interviewer Instruction: IF 'DON'T KNOW/CAN'T REMEMBER' PROBE FOR APPROXIMATE AMOUNT IF RESPONDENT CANNOT SEPARATE OUT THE AMOUNTS FOR A SPECIFIC STATE BENEFIT, RECORD TOTAL AMOUNT FOR ALL COMBINED STATE BENEFITS THEN INDICATE AT SUBSEQUENT STATE BENEFITS THAT THE SPECIFIC AMOUNT HAS BEEN INCLUDED AS PART OF A PAYMENT ALREADY RECORDED BY ENTERING A VALUE OF £0.

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

benefits_w9.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_w9.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_w9.frjtpn

PNO of joint recipient

Type: choice

Source: BHPS

Interviewer Instruction: IF PERSON NOT IN HOUSEHOLD SELECT "NON-HOUSEHOLD MEMBER"

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_w9.fitax

Pre/post tax income

Type: choice

Source: UKHLS

Text: Was this amount received before tax was owed or after tax was paid?

OptionLabel
1Before tax
2After tax

Universe:
if FICODE IN 2,3,4 (Receives a pension from a previous employer, a pension from a spouse's previous employer or a private pension/annuity)

benefits_w9.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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