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benefits_w4

Unearned Income and State Benefits module

Questions 34

benefits_w4.chtaxcred

Flag child tax credit

Type: number

benefits_w4.retwcred

Flag return to work credit

Type: number

benefits_w4.unicredtxt

Flag universal credit

Type: number

benefits_w4.pencredtxt

Flag pension tax credit

Type: number

benefits_w4.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_w4.tftax

Region indicator

Type: number

benefits_w4.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)} ,either just yourself or jointly?

OptionLabelAssociated variables
1Unemployment-related benefits or NI Creditsd_btype1 (d_indresp) mc unemployment-related benefits or ni credits
2Income Supportd_btype2 (d_indresp) mc income support
10Universal Creditd_btype10 (d_indresp) mc universal credit
3Sickness, disability or incapacity benefitsd_btype3 (d_indresp) mc sickness, disability or incapacity benefits
4Any sort of pensiond_btype4 (d_indresp) mc any sort of pension
5Child Benefitd_btype5 (d_indresp) mc child benefit
6Tax Creditsd_btype6 (d_indresp) mc tax credits
7Other family-related benefit or paymentd_btype7 (d_indresp) mc other family-related benefit or payment
8Housing or Council Tax Benefit/Rent or Rate Rebated_btype8 (d_indresp) mc housing or council tax benefit/rent or rate rebate
9Income from any other state benefitd_btype9 (d_indresp) mc income from any other state benefit
96None of thesed_btype96 (d_indresp) mc none of these

benefits_w4.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)} ,either just yourself or jointly?

OptionLabelAssociated variables
1Job Seeker's Allowanced_benunemp1 (d_indresp) mc job seeker's allowance
2National Insurance Creditsd_benunemp2 (d_indresp) mc national insurance credits
3Universal Creditd_benunemp3 (d_indresp) mc universal credit
96None of thesed_benunemp96 (d_indresp) mc none of these

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

benefits_w4.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)} ,either just yourself or jointly?

OptionLabelAssociated variables
1Incapacity Benefitd_bendis1 (d_indresp) Incapacity Benefit
11Universal Creditd_bendis11 (d_indresp) mc universal credit
2Employment and Support Allowanced_bendis2 (d_indresp) Employment and Support Allowance
3Severe Disablement Allowanced_bendis3 (d_indresp) Severe Disablement Allowance
4Carer's Allowanced_bendis4 (d_indresp) Carer's Allowance
5Disability Living Allowanced_bendis5 (d_indresp) Disability Living Allowance
12Personal Independence Paymentd_bendis12 (d_indresp) Personal Independence Payments
6Return to Work Creditd_bendis6 (d_indresp) mc return to work credit
7Attendance Allowanced_bendis7 (d_indresp) Attendance Allowance
8Industrial Injury Disablement Benefitd_bendis8 (d_indresp) Industrial Injury Disablement Benefit
9War Disablement Pensiond_bendis9 (d_indresp) mc war disablement pension
10Sickness and Accident Insuranced_bendis10 (d_indresp) Sickness and Accident Insurance
97Any other disability related benefit or paymentd_bendis97 (d_indresp) Any other disability related benefit or payment
96None of thesed_bendis96 (d_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_w4.wardistxt

Flag War Disablement Pension

Type: number

benefits_w4.benpen

Income: Pensions

Type: multichoice

Source: LFS tel (adapted)

Interviewer Instruction: CODE ALL THAT APPLY F9 FOR HELP

Text: {if BTYPE <> 4 & (GRIDVARIABLES.Pensioner = 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)} ,either just yourself or jointly?

OptionLabelAssociated variables
1NI Pension or State Retirement (Old Age) Pensiond_benpen1 (d_indresp) NI Pension or State Retirement (Old Age) Pension
2A pension from a previous employerd_benpen2 (d_indresp) A pension from a previous employer
3A pension from a spouse's previous employerd_benpen3 (d_indresp) A pension from a spouse's previous employer
4Pension Credit including Guarantee Credit & Savings Creditd_benpen4 (d_indresp) Pension Credit including Guarantee Credit & Savings Credit
5Private pension or annuityd_benpen5 (d_indresp) Private Pension or Annuity
6Widow's or War Widow's Pensiond_benpen6 (d_indresp) Widow's or War Widow's Pension
7Widowed Mother's Allowance, Parent's Allowance or Bereavement Allowanced_benpen7 (d_indresp) Widowed Mother's Allowance, Parent's Allowance or Bereavement Allowance
8War Disablement Pensiond_benpen8 (d_indresp) War Disablement Pension
96None of thesed_benpen96 (d_indresp) None of these

Universe:
if BType = 4 | (BType <> 4 & GRIDVARIABLES.Pensioner = 1) (Receives any sort of pension or is of pensionable age and did not mention receiving any sort of pension)

benefits_w4.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 & GRIDVARIABLES.Pensioner = 1) (Receives any sort of pension or is of pensionable age 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_w4.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_w4.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)} ,either just yourself or jointly?

OptionLabel
1Yes
2No

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

benefits_w4.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)} ,either just yourself or jointly?

OptionLabelAssociated variables
1Foster Allowance or Guardian Allowanced_benfam1 (d_indresp) mc foster allowance or guardian allowance
2Maternity Allowanced_benfam2 (d_indresp) mc maternity allowance
3Maintenance or Alimonyd_benfam3 (d_indresp) mc maintenance or alimony
4In-Work Credit for Lone Parentsd_benfam4 (d_indresp) mc in-work credit for lone parents
5Any payments from a family member not living with youd_benfam5 (d_indresp) mc any payments from a family member not living with you
96None of thesed_benfam96 (d_indresp) mc none of these

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

benefits_w4.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: Are you currently receiving [,either just yourself or jointly] {if hhsize greater than 1 & (livesp = 1 or livewith = 1)} ... / {if BTYPE = 6 & (TFTax = 1 | PenCredTxt = 1 | ChTaxCred = 1 | RetWCred = 1 | UniCredTxt = 1)} / And do you currently receive the Working Tax Credit, including Disabled Person's Tax Credit [{if {BTYPE = 6 & (TFTax = 0 & PenCredTxt = 0 & ChTaxCred = 0 & RetWCred = 0 & UniCredTxt <> 1)} / either just yourself or jointly] {if hhsize greater than 1 & (livesp = 1 or livewith = 1)}?

OptionLabelAssociated variables
6Universal Creditd_bentax6 (d_indresp) mc universal credit
1Working Tax Credit, including Disabled Person's Tax Creditd_bentax1 (d_indresp) mc working tax credit, including disabled person's tax credit
2Council Tax Benefitd_bentax2 (d_indresp) mc council tax benefit
3Pension Credit including Guarantee Credit or Saving Creditd_bentax3 (d_indresp) mc pension credit including guarantee credit or saving credit
4Child Tax Creditd_bentax4 (d_indresp) mc child tax credit
5Return to Work Creditd_bentax5 (d_indresp) mc return to work credit
96None of thesed_bentax96 (d_indresp) mc none of these

Universe:
if BType = 6 (Receives tax credits)

benefits_w4.tfhou

Flag housing benfit

Type: number

benefits_w4.tfcou

Flag council tax credit

Type: number

benefits_w4.tfren

Flag rent rebate

Type: number

benefits_w4.tfrat

Flag rate rebate

Type: number

benefits_w4.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) ... / {if BType = 8} Are you currently receiving [,either just yourself or jointly] {if hhsize greater than 1 & (livesp = 1 or livewith = 1)}... / {if TFHou = 1 & TFRen = 1 & TFRat = 1 & BenTax = RESPONSE & Istrtdat before 30/09/2013} Do you receive housing benefit [,either just yourself or jointly] {if hhsize greater than 1 & (livesp = 1 or livewith = 1)}?

OptionLabelAssociated variables
1Housing Benefitd_benhou1 (d_indresp) mc housing benefit
2Council Tax Benefitd_benhou2 (d_indresp) mc council tax benefit
3Rent Rebated_benhou3 (d_indresp) mc rent rebate
4Rate Rebated_benhou4 (d_indresp) mc rate rebate
5Universal Creditd_benhou5 (d_indresp) mc universal credit
96None of thesed_benhou96 (d_indresp) mc 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_w4.privpen

Flag private pension

Type: number

benefits_w4.maintalim

Flag maintenance or alimony

Type: number

benefits_w4.payfam

Flag payments from family members

Type: number

benefits_w4.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)} either just yourself or jointly?

OptionLabelAssociated variables
1A private pension or annuityd_bensta1 (d_indresp) mc a private pension or annuity
2Education Grant other than a Student Loan or Tuition Fee Loand_bensta2 (d_indresp) Education Grant other than a Student Loan or Tuition Fee Loan
3Trade Union or Friendly Society Paymentd_bensta3 (d_indresp) Trade Union or Friendly Society Payment
4Maintenance or Alimonyd_bensta4 (d_indresp) Maintenance or Alimony
5Payments from a family member not living with youd_bensta5 (d_indresp) Payments from a family member not living with you
6Rent from Boarders or Lodgers (not family members) living here with youd_bensta6 (d_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 costsd_bensta7 (d_indresp) Rent from any other property even if that only covers that property's mortgage o
97Or any other regular paymentd_bensta97 (d_indresp) Or any other regular payment
96None of thesed_bensta96 (d_indresp) None of these

benefits_w4.missource

Income source enumerated at previous wave but not current wave

Type: number

benefits_w4.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_w4.fiseq

Income receipt sequence number

Type: number

benefits_w4.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_w4.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_w4.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_w4.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_w4.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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