Private Health Insurance Detail (HP) Section

                ----------------------------------------------------
               |  NOTE:  THROUGHOUT THIS SECTION IN CAPI, FOR       |
               | ‘CATEGORY NAME FROM HX03 OR HX23’, DISPLAY THE     |
               |  FOLLOWING:                                        |
               |                                                    |
               |  - ‘PROFESSIONAL ASSOCIATION’ IF CODED ‘1’ AT HX03 |
               |  - ‘SMALL BUSINESS GROUP’ IF CODED ‘2’ AT HX03     |
               |  - ‘UNION’ IF CODED ‘3’ AT HX03                    |
               |  - ‘INSURANCE AGENT’ IF CODED ‘5’ AT HX03          |
               |  - ‘INSURANCE COMPANY’ IF CODED ‘6’ AT HX03        |
               |  - ‘HMO’ IF CODED ‘7’ AT HX03                      |
               |  - ‘PREVIOUS EMPLOYER’ IF CODED ‘8’ AT HX03        |
               |  - ‘PREVIOUS EMPLOYER (COBRA)’ IF CODED ‘9’ AT HX03|
               |  - THE TEXT ENTERED AT HX03OV IF CODED ‘91’ AT HX03|
               |  - ‘SOURCE THE INSURANCE WAS PURCHASED FROM FOR    |
               |     THAT BUSINESS’ IF CODED ‘-7’ OR ‘-8’ AT HX03   |
               |                                                    |
               |  - ‘GROUP OR ASSOCIATION’ IF CODED ‘1’ AT HX23     |
               |  - ‘SCHOOL’ IF CODED ‘3’ AT HX23                   |
               |  - ‘INSURANCE AGENT’ IF CODED ‘4’ AT HX23          |
               |  - ‘INSURANCE COMPANY’ IF CODED ‘5’ AT HX23        |
               |  - ‘HMO’ IF CODED ‘6’ AT HX23                      |
               |  - ‘UNION’ IF CODED ‘7’ AT HX23                    |
               |  - ‘ANYONE’S PREVIOUS EMPLOYER (COBRA)’ IF CODED   |
               |    ‘8’ AT HX23                                     |
               |  - ‘ANYONE’S PREVIOUS EMPLOYER (NOT COBRA)’ IF     |
               |    CODED ‘9’ AT HX23                               |
               |  - ‘SPOUSE’S/DECEASED SPOUSE’S PREVIOUS EMPLOYER’  |
               |    IF CODED ‘10’ AT HX23                           |
               |  - ‘SOME OTHER EMPLOYER’ IF CODED ‘11’ AT HX23     |
               |  - ‘PLAN OF SOMEONE NOT LIVING HERE’ IF CODED ‘12’ |
               |    AT HX23                                         |
               |  - THE TEXT ENTERED AT HX23OV IF CODED ‘91’ AT HX23|
               |  - ‘SOURCE THAT PROVIDED THE DIRECTLY PURCHASED    |
               |    INSURANCE’ IF CODED ‘-7’ OR ‘-8’                |
                ----------------------------------------------------
                ----------------------------------------------------
               |  THROUGHOUT THE SPECIFICATIONS FOR THIS CAPI       |
               |  SECTION, FOR SCREENS THAT SPECIFY THE REFERENCE   |
               |  PERIOD {END DATE} AS PART OF THE CONTEXT HEADER,  |
               |  CAPI DISPLAYS THE {END DATE} ONLY FOR ROUND 5. IN |
               |  ANY OTHER ROUND, CAPI DOES NOT DISPLAY THE {END   |
               |  DATE} IN THE CONTEXT HEADER. FOR MOST PERSONS,    |
               |  THE END DATE FOR ROUND 5 WILL BE DECEMBER 31 OF   |
               |  THE SECOND YEAR OF THE PANEL.                     |
                ----------------------------------------------------
                ----------------------------------------------------
               |  NOTE THAT ‘HEALTH INSURANCE PURCHASING ALLIANCE’  |
               |  (CODE ‘4’ AT HX03 AND CODE ‘2’ AT HX23) WAS       |
               |  OMITTED IN PANEL 12 ROUND 2 AND WILL BE OMITTED IN|
               |  ALL FUTURE ROUNDS.                                |
                ----------------------------------------------------
                ----------------------------------------------------
               |  NOTE THAT ESTABLISHMENT ADDRESS INFORMATION AND   |
               |  THE INFORMED CONSENT SCREENS WERE OMITTED STARTING|
               |  IN PANEL 12 ROUND 3.  THIS INFORMATION WAS        |
               |  IN PANEL 12 ROUNDS 1 AND 2.                       |
               |                                                    |
               |  STARTING IN PANEL 13 THESE ITEMS WILL BE OMITTED  |
               |  IN ALL ROUNDS.                                    |
                ----------------------------------------------------

BOX_00
======
                ----------------------------------------------------
               |  CONTEXT HEADER DISPLAY INSTRUCTIONS:              |
               |  DISPLAY PERS.FULLNAME, ESTB.ESTBNAME,             |
               |  PRND.BEGREFMM, PRND.BEGREFDD, PRND.BEGREFYY,      |
               |  PRND.ENDREFMM, PRND.ENDREFDD, PRND.ENDREFYY,      |
               |  ‘INSURANCE SOURCE’.                               |
               |                                                    |
               |  FOR ‘INSURANCE SOURCE’, DISPLAY THE CATEGORY TEXT |
               |  FROM HX23. IF HX23=91, DISPLAY THE OTHER SPECIFY  |
               |  TEXT.                                             |
                ----------------------------------------------------

BOX_01
======
                ----------------------------------------------------
               |  IF LOOPING ON ANY ESTABLISHMENT FLAGGED IN THE    |
               |  EMPLOYMENT (EM) SECTION AS 'PROVIDES HEALTH       |
               |  INSURANCE' AND NOT FLAGGED AS ‘SELF-EMPLOYED’     |
               |  WITH A FIRM-SIZE-1, GO TO LOOP_01                 |
                ----------------------------------------------------
                ----------------------------------------------------
               |  IF LOOPING ON AN HX03 CATEGORY OR IF LOOPING ON   |
               |  AN HX23 CATEGORY (EXCEPT CODE ‘3’ (DIRECTLY FROM  |
               |  A SCHOOL)), GO TO HP03                            |
                ----------------------------------------------------
                ----------------------------------------------------
               |  IF LOOPING ON CODE '3' (DIRECTLY FROM A SCHOOL)   |
               |  AT HX23, CONTINUE WITH HP01                       |
                ----------------------------------------------------

HP01
====
            Does the insurance from the school cover only injuries caused 
            by accidents, or does it have general health coverage?
                 GENERAL HEALTH COVERAGE ................ 1 {HP02}
                 ONLY INJURIES CAUSED BY ACCIDENTS ...... 2 {BOX_11}
                 REF ................................... -7 {HP02}
                 DK .................................... -8 {HP02}
            HELP AVAILABLE FOR DEFINITION OF GENERAL HEALTH COVERAGE.
                                  [Code One]

HP02
====
            Would the insurance from the school cover health services
            outside of a school clinic?
                 YES .................................... 1 {HP03}
                 NO ..................................... 2 {BOX_11}
                 REF ................................... -7 {HP03}
                 DK .................................... -8 {HP03}

HP03
====
            INSURANCE SOURCE: {CATEGORY NAME FROM HX03 OR HX23}
            I'd like to talk about the insurance which is from (a/an)
            {CATEGORY NAME FROM HX03 OR HX23}.
            SELECT ‘CONTINUE’ UNLESS RESPONDENT VOLUNTEERS INSURANCE 
            REPORTED IN ERROR.
                 CONTINUE ............................... 1 {LOOP_01}
                 INSURANCE REPORTED IN ERROR ............ 2 {BOX_11}
                                  [Code One]
                ----------------------------------------------------
               |  FOR ‘CATEGORY NAME FROM HX03 OR HX23’ DISPLAY THE |
               |  CATEGORY TEXT FROM HX03 OR HX23.  SEE NOTE BOX AT |
               |  BEGINNING OR HP SECTION FOR DETAILS.              |
                ----------------------------------------------------
                ----------------------------------------------------
               |  IF CODED '2' (INSURANCE REPORTED IN ERROR), FLAG  |
               |  ITEM FOR SOURCE CLEAN-UP.                         |
                ----------------------------------------------------

LOOP_01
=======
                ----------------------------------------------------
               |  FOR EACH OF THE FOLLOWING:                        |
               |                                                    |
               |  ESTABLISHMENT 1                                   |
               |  ESTABLISHMENT 2                                   |
               |  ESTABLISHMENT 3                                   |
               |  ESTABLISHMENT 4                                   |
               |                                                    |
               |  ASK BOX_01A-END_LP01                              |
                ----------------------------------------------------
                ----------------------------------------------------
               |  LOOP DEFINITION:  LOOP-01 COLLECTS DETAILED       |
               |  INFORMATION ABOUT INSURANCE PROVIDED THROUGH AN   |
               |  EMPLOYER OR THE ESTABLISHMENT NAMES OF THE        |
               |  INSURANCE SOURCE COLLECTED IN EITHER HX03 OR HX23.|
               |  IF LOOPING ON INSURANCE PROVIDED FROM AN EMPLOYER |
               |  ONLY ONE LOOP CYCLE IS COMPLETED.                 |
               |                                                    |
               |  IF LOOPING ON INSURANCE PROVIDED THROUGH AN       |
               |  INSURANCE SOURCE COLLECTED IN HX03 OR HX23, THE   |
               |  FIRST LOOP CYCLE COLLECTS THE MAIN ESTABLISHMENT  |
               |  NAME OF THE INSURANCE SOURCE.  SUBSEQUENT CYCLES, |
               |  IF ANY, ARE DETERMINED BY THE RESPONSE TO HP18.   |
               |  IF HP18 IS CODED '1' (YES), THE LOOP CYCLES AGAIN |
               |  TO COLLECT THE NEXT ESTABLISHMENT NAME.  IF HP18  |
               |  IS NOT ASKED OR IS CODED '2' (NO), '-7' (REFUSED),|
               |  OR '-8' (DON'T KNOW), THE LOOP ENDS.              |
                ----------------------------------------------------

BOX_01A
=======
               ----------------------------------------------------
               |  IF LOOPING ON ANY ESTABLISHMENT FLAGGED IN        |
               |  EMPLOYMENT AS 'PROVIDES HEALTH INSURANCE' AND NOT |
               |  FLAGGED AS ‘SELF-EMPLOYED’ WITH A FIRM-SIZE-1,    |
               |  GO TO HP09                                        |
                ----------------------------------------------------
                ----------------------------------------------------
               |  OTHERWISE, CONTINUE WITH HP04                     |
                ----------------------------------------------------

HP04A
=====
            OMITTED.

HP04
====
            {PERSON'S FIRST MIDDLE AND LAST NAME}  {NAME OF 
            ESTABLISHMENT}  {STR-DT}
            {END-DT}
            Please give me the name of one of the {CATEGORY NAME FROM HX03 
            OR HX23} {from which anyone in the family purchased this 
            insurance/which covers anyone in the family/insurance companies
            for the insurance purchased from an agent}.
            INTERVIEWER:  VERIFY WITH RESPONDENT AND SELECT 
            (ESTABLISHMENT) BELOW:
                           |--------------------------|
                           | ROSTER. ESTABLISHMENT    |
                           |--------------------------|
                           | 1. Establishment Name-30 |
                           |                          |
                           |--------------------------|
                           | 2. Establishment Name-30 |
                           |                          |
                           |--------------------------|
                           | 3. Establishment Name-30 |
                           |                          |
                           |--------------------------|
                ----------------------------------------------------
               |  DISPLAY ‘(CATEGORY NAME FROM HX03 OR HX23)’ IF   |
               |  NOT LOOPING ON CODE ‘5’ (INSURANCE AGENT) AT HX03 |
               |  OR CODE ‘4’ (INSURANCE AGENT) AT HX23.            |
               |                                                    |
               |  DISPLAY ‘from which anyone in the family purchased|
               |  this insurance’ IF NOT LOOPING ON CODE ‘5’        |
               |  (INSURANCE AGENT) AT HX03 OR CODES ‘4’ (INSURANCE |
               |  AGENT) OR ‘12’ (UNDER PLAN OF SOMEONE NOT LIVING  |
               |  HERE) AT HX23.                                    |
               |                                                    |
               |  DISPLAY ‘which covers anyone in the family’ IF    |
               |  LOOPING ON CODE ‘12’ (UNDER PLAN OF SOMEONE NOT   |
               |  LIVING HERE) AT HX23.                             |
               |                                                    |
               |  DISPLAY ‘insurance company for the insurance      |
               |  purchased from an agent’ IF LOOPING ON CODE ‘5’   |
               |  (INSURANCE AGENT) AT HX03 OR CODE ‘4’ (INSURANCE  |
               |  AGENT) AT HX23.                                   |
                ----------------------------------------------------
                ----------------------------------------------------
               |  FOR ‘CATEGORY NAME FROM HX03 OR HX23’ DISPLAY THE |
               |  CATEGORY TEXT FROM HX03 OR HX23.  SEE NOTE BOX AT |
               |  BEGINNING OF HP SECTION FOR DETAILS.              |
                ----------------------------------------------------
                ----------------------------------------------------
               |  THE CONTEXT HEADER DISPLAYED ON SCREENS           |
               |  HP04 - HP08 DEPENDS ON THE PATH THAT LEADS TO     |
               |  THE SCREEN. IF ASKING ABOUT A SPECIFIC PERSON     |
               |  (I.E., JOBHOLDER WHEN COMING FROM AN HX03         |
               |  CATEGORY), CAPI DISPLAYS THE PERSON AND START     |
               |  DATE. IF ASKING ABOUT A SPECIFIC ESTABLISHMENT,   |
               |  CAPI DISPLAYS THE ESTABLISHMENT AND START DATE.   |
               |  OTHERWISE, CAPI DISPLAYS THE START DATE. FOR      |
               |  ROUND 5, CAPI ALSO DISPLAYS THE END DATE OF THE   |
               |  REFERENCE PERIOD.                                 |
                ----------------------------------------------------
                ----------------------------------------------------
               |  DISPLAY AN “ADD ESTABLISHMENT” OPTION ON THIS     | 
               |  SCREEN.                                           |
                ----------------------------------------------------
                ----------------------------------------------------
               |  IF ‘ADD ESTABLISHMENT’ OPTION IS SELECTED,        |
               |  CONTINUE WITH BOX_01B                             |
                ----------------------------------------------------
                ----------------------------------------------------
               |  OTHERWISE (ESTABLISHMENT WAS SELECTED FROM THE    |
               |  LIST), GO TO BOX_02                               |
                ----------------------------------------------------
                ----------------------------------------------------
               |  ROSTER DETAILS:                                   |
               |  TITLE: RU_ESTB_3                                  |
               |                                                    |
               |  COL # 1 HEADER: ESTABLISHMENT                     |
               |  INSTRUCTIONS: DISPLAY ESTABLISHMENT NAME          |
               |  (ESTB.ESTBNAME)                                   |
                ----------------------------------------------------
                ----------------------------------------------------
               |  ROSTER DEFINITION:                                |
               |  THIS ITEM DISPLAYS RU-ESTABLISHMENTS-ROSTERS FOR  |
               |  DISPLAY OF PRIVATE INSURANCE ESTABLISHMENTS.      |
                ----------------------------------------------------
                ----------------------------------------------------
               |  ROSTER BEHAVIOR:                                  |
               |  1. SELECT ALLOWED.                                |
               |                                                    |
               |  2. MULTIPLE SELECT, ADD, DELETE, AND EDIT         |
               |     DISALLOWED.                                    |
                ----------------------------------------------------
                ----------------------------------------------------
               |  ROSTER FILTER:                                    |
               |  DISPLAY ESTABLISHMENTS THAT ARE SOURCES OF PRIVATE|
               |  INSURANCE. THIS DOES NOT INCLUDE ESTABLISHMENTS   |
               |  FLAGGED AS ‘EMPLOYER’ AND ‘SELF-EMPLOYED’ WITH A  |
               |  FIRM-SIZE-1 THAT ARE COMING FROM THE HX03 SERIES. |
                ----------------------------------------------------

BOX_01B
=======
                ----------------------------------------------------
               |  IF LOOPING ON CODE '12' (UNDER PLAN OF SOMEONE NOT|
               |  LIVING HERE) AT HX23 AND IF 'ADD ESTABLISHMENT'   |
               |  IS SELECTED, GO TO HP07. (NOTE THAT HP07 IS NOT A |
               |  SEPARATE SCREEN; IT REPRESENTS A POPUP ON HP04.)  |
                ----------------------------------------------------
                ----------------------------------------------------
               |  IF 'ADD ESTABLISHMENT' IS SELECTED AND IF NOT     |
               |  LOOPING ON CODE '12' (UNDER PLAN OF SOMEONE NOT   |
               |  LIVING HERE) AT HX23, CONTINUE WITH HP06 (NOTE    |
               |  THAT HP06 IS NOT A SEPARATE SCREEN; IT REPRESENTS |
               |  A POPUP ON HP04.)                                 |
                ----------------------------------------------------

HP05
====
            OMITTED.

HP06
====
            {PERSON'S FIRST MIDDLE AND LAST NAME}  {NAME OF 
            ESTABLISHMENT}  {STR-DT}
            {END-DT}
            INSURANCE SOURCE:   {CATEGORY NAME FROM HX03 OR HX23}
            ENTER NAME OF ESTABLISHMENT WHERE PERSON PURCHASED 
            INSURANCE.
            {ESTABLISHMENT:  [_____________]	{BOX_02}
                ----------------------------------------------------
               |  WRITE ESTABLISHMENT TO THE RU-ESTABLISHMENTS-     |
               |  ROSTER.                                           |
                ----------------------------------------------------

HP07
====
            {STR-DT}
            {END-DT}
            You mentioned that someone in the family receives health
            insurance from the plan of someone not living here.  How 
            does that policyholder get this insurance?  
            INTERVIEWER:  RECORD ESTABLISHMENT NAME BELOW.
                 [Establishment Name] .................. {BOX_02}
                ----------------------------------------------------
               |  ONLY CATEGORY ‘12’ (UNDER PLAN OF SOMEONE NOT     |
               |  LIVING HERE) OF HX23 IS ASKED HP07.               |
                ----------------------------------------------------
                ----------------------------------------------------
               |  WRITE ESTABLISHMENT TO THE RU-ESTABLISHMENTS-     |
               |  ROSTER.                                           |
                ----------------------------------------------------

HP08
====
            OMITTED.

BOX_02
======
                ----------------------------------------------------
               |  IF HX03 IS CODED '1' OR '2' FLAG ESTABLISHMENT AS |
               |  'GROUP'.                                          |
               |  IF HX03 IS CODED '3', FLAG ESTABLISHMENT AS       |
               |  'UNION'.                                          |
               |  IF HX03 IS CODED '5', FLAG ESTABLISHMENT AS       |
               |  'INSURANCE COMPANY-FROM AN AGENT'.                |
               |  IF HX03 IS CODED '6', FLAG ESTABLISHMENT AS       |
               |  'INSURANCE COMPANY'.                              |
               |  IF HX03 IS CODED '7', FLAG ESTABLISHMENT AS 'HMO'.|
               |  IF HX03 IS CODED '8', FLAG ESTABLISHMENT AS       |
               |  'PREVIOUS EMPLOYER, NOT COBRA'.                   |
               |  IF HX03 IS CODED '9', FLAG ESTABLISHMENT AS       |
               |  'COBRA'.                                          |
               |  IF HX03 IS CODED '91', FLAG ESTABLISHMENT AS      |
               |  'UNKNOWN TYPE-COLLECTED AT OTHER'.                |
               |                                                    |
               |  IF HX23 IS CODED '1', FLAG ESTABLISHMENT AS       |
               |  'GROUP'.                                          |
               |  IF HX23 IS CODED '3', FLAG ESTABLISHMENT AS       |
               |  'SCHOOL'.                                         |
               |  IF HX23 IS CODED '4', FLAG ESTABLISHMENT AS       |
               |  'INSURANCE COMPANY-FROM AN AGENT’.                |
               |  IF HX23 IS CODED '5', FLAG ESTABLISHMENT AS       |
               |  'INSURANCE COMPANY'.                              |
               |  IF HX23 IS CODED '6', FLAG ESTABLISHMENT AS       |
               |  'HMO'.                                            |
               |  IF HX23 IS CODED '7', FLAG ESTABLISHMENT AS       |
               |  'UNION'.                                          |
               |  IF HX23 IS CODED '8', FLAG ESTABLISHMENT AS       |
               |  'COBRA'.                                          |
               |  IF HX23 IS CODED '9', FLAG ESTABLISHMENT AS       |
               |  'PREVIOUS EMPLOYER, NOT COBRA'.                   |
               |  IF HX23 IS CODED '10', FLAG ESTABLISHMENT AS      |
               |  'SPOUSE PREVIOUS EMPLOYER'.                       |
               |  IF HX23 IS CODED '11', FLAG ESTABLISHMENT AS      |
               |  'EMPLOYER'.                                       |
               |  IF HX23 IS CODED '12', FLAG ESTABLISHMENT AS      |
               |  'UNKNOWN TYPE-OUTSIDE RU'.                        |
               |  IF HX23 IS CODED ‘91’, FLAG ESTABLISHMENT AS      |
               |  ‘UNKNOWN TYPE - COLLECTED AT OTHER’.              |
                ----------------------------------------------------
                ----------------------------------------------------
               |  NOTE THAT ‘HEALTH INSURANCE PURCHASING ALLIANCE’  |
               |  (CODE ‘4’ AT HX03 AND CODE ‘2’ AT HX23) WAS       |
               |  OMITTED IN PANEL 12 ROUND 2 AND WILL BE OMITTED IN|
               |  ALL FUTURE ROUNDS.                                |
                ----------------------------------------------------

BOX_03
======
                ----------------------------------------------------
               |  IF LOOPING ON AN HX23 CATEGORY, GO TO HP11        |
                ----------------------------------------------------
                ----------------------------------------------------
               |  OTHERWISE, CONTINUE WITH HP09                     |
                ----------------------------------------------------

HP09
====
            {PERSON'S FIRST MIDDLE AND LAST NAME}  {NAME OF 
            ESTABLISHMENT}  {STR-DT}
            {END-DT}
            {(Are/Is)/As of (END DATE), was} (PERSON) the primary insured
            person or policyholder of this health coverage through 
            (ESTABLISHMENT)?
                 YES .................................... 1 {LOOP_02}
                 NO ..................................... 2 {HP10}
                 REF ................................... -7 {HP10}
                 DK .................................... -8 {HP10}
                 HELP AVAILABLE FOR DEFINITION OF POLICYHOLDER.
                ----------------------------------------------------
               |  DISPLAY ‘(Are/Is)’ IF NOT ROUND 5.  DISPLAY ‘As of|
               |  (END DATE), was’ IF ROUND 5.                      |
                ----------------------------------------------------
                ----------------------------------------------------
               |  PERSON REFERS TO JOBHOLDER.                       |
                ----------------------------------------------------
                ----------------------------------------------------
               |  IF CODED '1' (YES), FLAG JOBHOLDER AS             |
               |  'POLICYHOLDER'.                                   |
                ----------------------------------------------------

HP10
====
            {NAME OF ESTABLISHMENT}  {STR-DT}
            {END-DT}
            Who {is/was} the primary insured person or policyholder of this
            health coverage through (ESTABLISHMENT) {on (END DATE)}?
            {JOBHOLDER/EMPLOYER-PAIR 1}
            {JOBHOLDER/EMPLOYER-PAIR 2}
            {JOBHOLDER/EMPLOYER-PAIR 3}
                 JOBHOLDER/EMPLOYER IS LISTED ........... 1 {END_LP01}
                 JOBHOLDER/EMPLOYER IS NOT LISTED ....... 2 {END_LP01}
                 REF ................................... -7 {END_LP01}
                 DK .................................... -8 {END_LP01}
                 HELP AVAILABLE FOR DEFINITION OF POLICYHOLDER.
                                  [Code One]
                ----------------------------------------------------
               |  DISPLAY ‘is’ IF NOT ROUND 5.  DISPLAY ‘was’ IF    |
               |  ROUND 5.  DISPLAY ‘on (END DATE)’ IF ROUND 5.     |
               |  OTHERWISE, USE NULL DISPLAY.                      |
                ----------------------------------------------------
                ----------------------------------------------------
               |  IF CODED '2' (NO), '-7' (REFUSED) OR '-8' (DON'T  |
               |  KNOW), FLAG FOR EVENT CLEANUP.                    |
                ----------------------------------------------------
                ----------------------------------------------------
               |  ROSTER DETAILS:                                   |
               |  TITLE: RU_ESTB_PERS_PAIRS_2                       |
               |                                                    |
               |  COL # 1 HEADER: JOBHOLDER/EMPLOYER PAIR           |
               |  INSTRUCTIONS: DISPLAY RU MEMBER’S FIRST, MIDDLE,  |
               |  AND LAST NAME/ESTABLISHMENT NAME (PERS.FULLNAME/  |
               |  ESTB.ESTBNAME)                                    |
                ----------------------------------------------------
                ----------------------------------------------------
               |  ROSTER DEFINITION:                                |
               |  THIS ITEM DISPLAYS RU-ESTABLISHMENT-PERSON-PAIRS- |
               |  ROSTER FOR DISPLAY OF EMPLOYER/JOBHOLDER PAIRS.   |
                ----------------------------------------------------
                ----------------------------------------------------
               |  ROSTER BEHAVIOR:                                  |
               |  1. DISPLAY ONLY.                                  |
               |                                                    |
               |  2. SELECT, ADD, DELETE, AND EDIT DISALLOWED.      |
                ----------------------------------------------------
                ----------------------------------------------------
               |  ROSTER FILTER:                                    |
               |  DISPLAY ALL PAIRS ON THE RU-ESTABLISHMENT-PERSON- |
               |  PAIRS-ROSTER THAT MEET BOTH OF THE FOLLOWING      |
               |  CONDITIONS:                                       |
               |                                                    |
               |  1. ESTABLISHMENT IS FLAGGED AS AN 'EMPLOYER' THAT |
               |  IS ALSO FLAGGED AS ‘PROVIDES HEALTH INSURANCE’    |
               |  AND                                               |
               |                                                    |
               |  2. PERSON IS A JOBHOLDER AT THE JOB PROVIDED BY   |
               |  ESTABLISHMENT                                     |
                ----------------------------------------------------

HP11
====
            {NAME OF ESTABLISHMENT}  {STR-DT}
            {END-DT}
            Who {is/was} the primary insured person or policyholder of this
            health coverage through (ESTABLISHMENT) {on (END DATE)}?
              [1. First Name,[Middle Name],Last Name-35] ..   
              [2. First Name,[Middle Name],Last Name-35] ..   
              [3. First Name,[Middle Name],Last Name-35] ..   
                 HELP AVAILABLE FOR DEFINITION OF POLICYHOLDER.
                              [Code All that Apply]
                ----------------------------------------------------
               |  DISPLAY ‘is’ IF NOT ROUND 5.  DISPLAY ‘was’ IF    |
               |  ROUND 5.  DISPLAY ‘on (END DATE)’ IF ROUND 5.     |
               |  OTHERWISE, USE NULL DISPLAY. DISPLAY A            |
               |  “POLICYHOLDER NOT LISTED IN DU” AND “POLICYHOLDER |
               |  DECEASED” OPTION ON THIS SCREEN.                  |
                ----------------------------------------------------
                ----------------------------------------------------
               |  IF BOTH 'POLICYHOLDER NOT LISTED IN DU' AND       |
               |  'POLICYHOLDER DECEASED' ARE NOT SELECTED, GO TO   |
               |  LOOP_02                                           |
                ----------------------------------------------------
                ----------------------------------------------------
               |  IF 'POLICYHOLDER DECEASED' SELECTED, ALONE OR IN  |
               |  COMBINATION WITH OTHER NAMES EXCEPT 'POLICYHOLDER |
               |  NOT LISTED IN DU’, GO TO HP11B                    |
                ----------------------------------------------------
                ----------------------------------------------------
               |  IF 'POLICYHOLDER NOT LISTED IN DU' SELECTED, ALONE|
               |  OR IN COMBINATION WITH OTHER NAMES AND/OR         |
               |  ‘POLICYHOLDER DECEASED’, CONTINUE WITH HP11A      |
                ----------------------------------------------------
                ----------------------------------------------------
               |  ROSTER DETAILS:                                   |
               |  TITLE: DU_MEMBERS_1                               |
               |                                                    |
               |  COL # 1 HEADER: NAME                              |
               |  INSTRUCTIONS: DISPLAY DU MEMBER’S FIRST, MIDDLE,  |
               |  AND LAST NAMES (PERS.FULLNAME)                    |
                ----------------------------------------------------
                ----------------------------------------------------
               |  ROSTER DEFINITION: THIS ITEM DISPLAYS DU-MEMBERS- |
               |  ROSTER FOR SELECTION.                             |
                ----------------------------------------------------
                ----------------------------------------------------
               |  ROSTER BEHAVIOR:                                  |
               |  1. MULTIPLE SELECT ALLOWED.                       |
               |                                                    |
               |  2. ADD, DELETE, AND EDIT DISALLOWED.              |
                ----------------------------------------------------
                ----------------------------------------------------
               |  ROSTER FILTER:                                    |
               |  NO FILTER; DISPLAY ALL DU MEMBERS.                |
                ----------------------------------------------------

HP11A
=====
            {NAME OF ESTABLISHMENT}   {STR-DT}
            {END-DT}
            INTERVIEWER:  ENTER NAME OR DESCRIPTION OF POLICYHOLDER WHO 
            IS NOT IN THE DU:
                 [Enter Specify-15] .................... {LOOP_02}
            HELP AVAILABLE FOR DEFINITION OF POLICYHOLDER.
                ----------------------------------------------------
               |  WHENEVER THIS POLICYHOLDER IS BEING ASKED ABOUT   |
               |  IN THE REMAINDER OF HP, HQ, HX, AND OE, THE       |
               |  POLICYHOLDER NAME IN THE CONTEXT HEADER WILL BE   |
               |  DISPLAYED AS ‘PLCYHLDR NOT IN DU-’ FOLLOWED BY    |
               |  THE 15 CHARACTER ENTRY AT HP11A.                  |
                ----------------------------------------------------
                ----------------------------------------------------
               |  IF 'POLICYHOLDER DECEASED' SELECTED AT HP11,      |
               |  CONTINUE WITH HP11B                               |
                ----------------------------------------------------
                ----------------------------------------------------
               |  OTHERWISE, GO TO LOOP_02                          |
                ----------------------------------------------------

HP11B
=====
            {NAME OF ESTABLISHMENT}   {STR-DT}
            {END-DT}
            INTERVIEWER:  ENTER NAME OF DECEASED POLICYHOLDER:
                 [Enter Specify-40] .................... {LOOP_02}
            HELP AVAILABLE FOR DEFINITION OF POLICYHOLDER.
                ----------------------------------------------------
               |  FLAG POLICYHOLDER AS ‘DECEASED’.                  |
                ----------------------------------------------------
                ----------------------------------------------------
               |  WHENEVER THE POLICYHOLDER IS BEING ASKED ABOUT    |
               |  IN THE REMAINDER OF HP, HQ, HX, AND OE, THE       |
               |  POLICYHOLDER NAME IN THE CONTEXT HEADER WILL BE   |
               |  DISPLAYED AS ‘PLCYHLDR DECEASED-’ FOLLOWED BY THE |
               |  FIRST 15 CHARACTERS OF THE ENTRY AT HP11B.        |
                ----------------------------------------------------

LOOP_02
=======
                ----------------------------------------------------
               |  FOR EACH ELEMENT ON THE RU-ESTABLISHMENT-PERSON-  |
               |  PAIRS-ROSTER, ASK BOX_04 - END_LP02               |
                ----------------------------------------------------
                ----------------------------------------------------
               |  LOOP DEFINITION: LOOP_02 COLLECTS INFORMATION     |
               |  ABOUT THE POLICYHOLDER AND DEPENDENTS FOR EACH    |
               |  ESTABLISHMENT-PERSON.  THIS LOOP CYCLES ON EACH   |
               |  ESTABLISHMENT-PERSON-PAIR CREATED AT HP09 AND HP11|
               |  DURING THE CURRENT ROUND FOR THE ESTABLISHMENT    |
               |  BEING CYCLED ON IN LOOP_01.                       |
                ----------------------------------------------------

BOX_04
======
                ----------------------------------------------------
               |  IF LOOPING ON AN ESTABLISHMENT FLAGGED IN         |
               |  EMPLOYMENT AS ‘PROVIDES HEALTH INSURANCE’, GO TO  |
               |  BOX_07                                            |
                ----------------------------------------------------
                ----------------------------------------------------
               |  OTHERWISE, CONTINUE WITH BOX_05                   |
                ----------------------------------------------------

BOX_05
======
                ----------------------------------------------------
               |  IF HX23 IS CODED ‘8’ (PREVIOUS EMPLOYER-COBRA),   |
               |  ‘9’ (PREVIOUS EMPLOYER-NOT COBRA), ‘10’ (SPOUSE   |
               |  PREVIOUS EMPLOYER), OR ‘11’ (OTHER EMPLOYER)      |
               |  CONTINUE WITH BOX_06                              |
                ----------------------------------------------------
                ----------------------------------------------------
               |  OTHERWISE, GO TO BOX_07                           |
                ----------------------------------------------------

BOX_06
======
                ----------------------------------------------------
               |  IF POLICYHOLDER WAS FLAGGED AT HP11 AS 'DECEASED',|
               |  CODE HP12 AS '4' (DECEASED) AUTOMATICALLY BY CAPI |
               |  AND GO TO HP13                                    |
                ----------------------------------------------------
                ----------------------------------------------------
               |  IF POLICYHOLDER IS NOT A CURRENT RU MEMBER, GO TO |
               |  BOX_07                                            |
                ----------------------------------------------------
                ----------------------------------------------------
               |  OTHERWISE, CONTINUE WITH HP12                     |
                ----------------------------------------------------

HP12
====
            {POLICYHOLDER FIRST MIDDLE LAST NAME}  {NAME OF 
            ESTABLISHMENT}  {STR-DT}
            {END-DT}
            (Are/Is) (POLICYHOLDER) currently employed at this job, 
            retired from this job, previously employed at this job, or is 
            it some other situation?
                 CURRENTLY EMPLOYED ..................... 1 {HP13}
                 RETIRED ................................ 2 {HP13}
                 PREVIOUSLY EMPLOYED .................... 3 {HP13}
                 DECEASED ............................... 4 {HP13}
                 OTHER ................................. 91 {HP12OV}
                 REF ................................... -7 {HP13}
                 DK .................................... -8 {HP13}
              HELP AVAILABLE FOR DEFINITIONS OF ANSWER CATEGORIES.
                                  [Code One]
                ----------------------------------------------------
               |  IF CODED '4' (DECEASED), FLAG POLICYHOLDER AS     |
               |  'DECEASED'.                                       |
                ----------------------------------------------------
                ----------------------------------------------------
               |  HARD CHECK:                                       |
               |  CODE ‘4’ (DECEASED) CANNOT BE SELECTED FOR A      |
               |  POLICYHOLDER WHO IS A CURRENT RU MEMBER.          |
                ----------------------------------------------------

HP12OV
======
            OTHER:
                 [Enter Other Specify] ..................   {HP13}
                 REF ................................... -7 {HP13}
                 DK .................................... -8 {HP13}

HP13
====
            {POLICYHOLDER FIRST MIDDLE LAST NAME}  {NAME OF 
            ESTABLISHMENT}  {STR-DT}
            {END-DT}
            {(Are/Is)/(Were/Was)} (POLICYHOLDER) a federal government 
            employee at this job?
                 YES ...................................  1 {BOX_07}
                 NO ....................................  2 {BOX_07}
                 REF ................................... -7 {BOX_07}
                 DK .................................... -8 {BOX_07}
              HELP AVAILABLE FOR DEFINITION OF FEDERAL GOVERNMENT.
                ----------------------------------------------------
               |  DISPLAY '(Are/Is)' IF HP12 IS CODED ‘1’ (CURRENTLY|
               |  EMPLOYED).  OTHERWISE, DISPLAY '(Were/Was)'.      |
                ----------------------------------------------------

BOX_07
======
                ----------------------------------------------------
               |  IF ESTABLISHMENT THAT PROVIDES INSURANCE IS       |
               |  FLAGGED AS:                                       |
               |                                                    |
               |  'EMPLOYER' AND JOB SUBTYPE IS NOT 'CURRENT MAIN', |
               |  'CURRENT MISCELLANEOUS JOB WITHIN REFERENCE       |
               |  PERIOD', OR 'RETIREMENT JOB'                      |
               |  OR                                                |
               |  'EMPLOYER' AND [JOB SUBTYPE IS 'FORMER MAIN',     |
               |  'FORMER MISCELLANEOUS' OR 'LAST JOB OUTSIDE       |
               |  REFERENCE PERIOD'] AND JOB IS ALSO FLAGGED AS     |
               |  'NOT RETIRED FROM’                                |
               |  OR                                                |
               | ‘PREVIOUS EMPLOYER, NOT COBRA’ (I.E., HX03-CODE    |
               |  ‘8’; HX23-CODE ‘9’)                               |
               |  OR                                                |
               |  ‘EMPLOYER’ (I.E., HX23-CODE ‘11’) AND HP12 IS NOT |
               |  CODED ‘1’ (CURRENTLY EMPLOYED)                    |
               |  OR                                                |
               |  ‘SPOUSE PREVIOUS EMPLOYER’ (I.E., HX23-CODE ‘10’) |
               |  OR                                                |
               |  ‘UNKNOWN TYPE-OUTSIDE RU’ (I.E., HX23-CODE ‘12’)  |
               |  OR                                                |
               |  ‘UNKNOWN TYPE-COLLECTED AT OTHER’ (I.E., HX23-    |
               |  CODE ‘91’),                                       |
               |                                                    |
               |  CONTINUE WITH HP14                                |
                ----------------------------------------------------
                ----------------------------------------------------
               |  OTHERWISE, GO TO HP15                             |
                ----------------------------------------------------

HP14
====
            {POLICYHOLDER FIRST MIDDLE LAST NAME}  {NAME OF 
            ESTABLISHMENT}  {STR-DT}
            {END-DT}
            Some employer insurance can be continued after leaving the 
            company by continuing to pay the premium.  This is sometimes 
            referred to as a COBRA plan.
            {Is/Was} (POLICYHOLDER)’s (ESTABLISHMENT) insurance like that 
            {on (END DATE)}?
                 YES .................................... 1 {HP15}
                 NO ..................................... 2 {HP15}
                 REF ................................... -7 {HP15}
                 DK .................................... -8 {HP15}
                     HELP AVAILABLE FOR DEFINITION OF COBRA.
                ----------------------------------------------------
               |  DISPLAY ‘Is’ IF NOT ROUND 5.  DISPLAY ‘Was’ IF    |
               |  ROUND 5.  DISPLAY ‘on (END DATE)’ IF ROUND 5.     |
               |  OTHERWISE, USE NULL DISPLAY.                      |
                ----------------------------------------------------

HP15
====
            {POLICYHOLDER FIRST MIDDLE LAST NAME}  {NAME OF 
            ESTABLISHMENT}  {STR-DT}
            {END-DT}
            Was anyone {living here} covered as a dependent under 
            (POLICYHOLDER)'s health coverage through (ESTABLISHMENT)
            at any time {since (START DATE)/between (START DATE) and 
            (END DATE)}?
                 YES .................................... 1 {HP16}
                 NO ..................................... 2 {HP17}
                 REF ................................... -7 {HP17}
                 DK .................................... -8 {HP17}
                   HELP AVAILABLE FOR DEFINITION OF DEPENDENT.
                ----------------------------------------------------
               |  DISPLAY 'living here' IF LOOPING ON CODE ‘12’     |
               |  (OUTSIDE RU) AT HX23.                             |
               |                                                    |
               |  DISPLAY ‘since (START DATE)’ IF NOT ROUND 5.      |
               |  DISPLAY ‘between (START DATE) and (END DATE)’ IF  |
               |  ROUND 5.                                          |
                ----------------------------------------------------

HP16
====
            {POLICYHOLDER FIRST MIDDLE LAST NAME}  {NAME OF 
            ESTABLISHMENT}  {STR-DT}
            {END-DATE}
            Who is that?
            PROBE:  Was anyone else covered as a dependent {since 
            (START DATE)/between (START DATE) and (END DATE)}?
                 [1. First Name,[Middle Name],Last Name-35]
                 [2. First Name,[Middle Name],Last Name-35]
                 [3. First Name,[Middle Name],Last Name-35]
                              [Code All That Apply]
                ----------------------------------------------------
               |  DISPLAY ‘since (START DATE)’ IF NOT ROUND 5.      |
               |  DISPLAY ‘between (START DATE) and (END DATE)’ IF  |
               |  ROUND 5.                                          |
                ----------------------------------------------------
                ----------------------------------------------------
               |  IF 'PERSON NOT LISTED IN RU' IS SELECTED, FLAG    |
               |  INSURANCE THROUGH THIS ESTABLISHMENT-PERSON-PAIR  |
               |  AS 'COVERING PERSON NOT LISTED IN RU'.            |
                ----------------------------------------------------
                ----------------------------------------------------
               |  GO TO BOX_08                                      |
                ----------------------------------------------------
                ----------------------------------------------------
               |  ROSTER DETAILS:                                   |
               |  TITLE: RU_MEMBERS_1                               |
               |                                                    |
               |  COL # 1 HEADER: NAME                              |
               |  INSTRUCTIONS: DISPLAY RU MEMBER’S FIRST, MIDDLE,  |
               |  AND LAST NAMES (PERS.FULLNAME)                    |
                ----------------------------------------------------
                ----------------------------------------------------
               |  ROSTER DEFINITION:                                |
               |  THIS ITEM DISPLAYS RU-MEMBERS-ROSTER FOR SELECTION|
               |  OF RU-MEMBERS.                                    |
                ----------------------------------------------------
                ----------------------------------------------------
               |  ROSTER BEHAVIOR:                                  |
               |  1. MULTIPLE SELECT ALLOWED.                       |
               |                                                    |
               |  2. ADD, DELETE, AND EDIT DISALLOWED.              |
                ----------------------------------------------------
                ----------------------------------------------------
               |  ROSTER FILTER:                                    |
               |  DISPLAY ALL PERSONS ON THE RU-MEMBERS-ROSTER      |
               |  EXCLUDING THE PERSON WHO IS THE POLICYHOLDER FOR  |
               |  THIS INSURANCE; THAT IS, DO NOT DISPLAY THE NAME  |
               |  OF PERSON IN THE ESTABLISHMENT-PERSON-PAIR BEING  |
               |  ASKED ABOUT.                                      |
                ----------------------------------------------------
                ----------------------------------------------------
               |  DISPLAY 'PERSON NOT LISTED IN RU' AS LAST ITEM ON |
               |  ROSTER.                                           |
                ----------------------------------------------------

HP17
====
            {POLICYHOLDER FIRST MIDDLE LAST NAME}  {NAME OF 
            ESTABLISHMENT}  {STR-DT}
            {END-DT}
            {Does/Between (START DATE) and (END DATE), did} (POLICYHOLDER)'s
            health coverage through (ESTABLISHMENT) cover as dependents any
            persons who do not live here?
                 YES .................................... 1 {BOX_08}
                 NO ..................................... 2 {BOX_08}
                 REF ................................... -7 {BOX_08}
                 DK .................................... -8 {BOX_08}
                   HELP AVAILABLE FOR DEFINITION OF DEPENDENT.
                ----------------------------------------------------
               |  DISPLAY ‘Does’ IF NOT ROUND 5.  DISPLAY ‘Between  |
               |  (START DATE) and (END DATE), did’ IF ROUND 5.     |
                ----------------------------------------------------
                ----------------------------------------------------
               |  IF CODED '1' (YES), FLAG INSURANCE THROUGH THIS   |
               |  ESTABLISHMENT-PERSON-PAIR AS 'COVERING PERSON NOT |
               |  LISTED IN RU' IN HP16.                            |
                ----------------------------------------------------

BOX_08
======
                ----------------------------------------------------
               |  IF THERE ARE NO POLICYHOLDERS OR DEPENDENTS WHO   |
               |  ARE CURRENT RU MEMBERS, THAT IS, POLICYHOLDER IS A|
               |  DU MEMBER BUT NOT A CURRENT RU MEMBER, OR IS      |
               |  FLAGGED AS 'NOT LISTED IN DU' OR 'POLICYHOLDER    |
               |  DECEASED' AND INSURANCE ALSO FLAGGED ONLY AS      |
               |  'COVERING PERSON NOT IN RU', GO TO END_LP02       |
                ----------------------------------------------------
                ----------------------------------------------------
               |  OTHERWISE, CONTINUE WITH LOOP_03                  |
                ----------------------------------------------------

LOOP_03
=======
                ----------------------------------------------------
               |  FOR EACH  ELEMENT IN THE RU-ESTB-PLCYHLDR-COVRD-  |
               |  PERS-TRPLS-ROSTER, ASK BOX-09-END_LP03            |
                ----------------------------------------------------
                ----------------------------------------------------
               |  LOOP DEFINITION: LOOP_03 COLLECTS TIME PERIOD     |
               |  COVERAGE FOR ALL CURRENT RU MEMBERS COVERED BY THE|
               |  INSURANCE THROUGH THIS ESTABLISHMENT-PERSON-PAIR. |
               |  THIS LOOP CYCLES ON CURRENT RU MEMBERS WHO ARE    |
               |  SELECTED AS DEPENDENTS AT HP16 AND THE RU MEMBER  |
               |  WHO IS FLAGGED AS THE POLICYHOLDER FOR THIS       |
               |  INSURANCE.                                        |
                ----------------------------------------------------

BOX_09
======
                ----------------------------------------------------
               |  ASK THE TIME PERIOD COVERED DETAIL (HQ) SECTION.  |
               |                                                    |
               |  AT COMPLETION OF TIME PERIOD COVERED DETAIL (HQ)  |
               |  SECTION, CONTINUE WITH END_LP03                   |
                ----------------------------------------------------

END_LP03
========
                ----------------------------------------------------
               |  CYCLE ON NEXT PERSON IN THE RU-ESTB-PLCYHLDR-     |
               |  COVRD-PERS-TRPLS-ROSTER WHO MEETS THE CONDITIONS  |
               |  STATED IN THE LOOP DEFINITION.                    |
                ----------------------------------------------------
                ----------------------------------------------------
               |  IF NO OTHER PERSONS MEET THE STATED CONDITIONS,   |
               |  END LOOP_03 AND CONTINUE WITH END_LP02            |
                ----------------------------------------------------

END_LP02
========
                ----------------------------------------------------
               |  CYCLE ON NEXT PAIR IN THE RU-ESTABLISHMENT-PERSON-|
               |  PAIRS-ROSTER WHO MEETS THE CONDITIONS STATED IN   |
               |  THE LOOP DEFINITION.                              |
                ----------------------------------------------------
                ----------------------------------------------------
               |  IF NO OTHER PAIRS MEET THE STATED CONDITIONS, END |
               |  LOOP_02 AND CONTINUE WITH BOX_10                  |
                ----------------------------------------------------

BOX_10
======
                ----------------------------------------------------
               |  IF LOOPING ON AN ESTABLISHMENT FLAGGED IN         |
               |  EMPLOYMENT AS 'PROVIDES HEALTH INSURANCE' AND NOT |
               |  FLAGGED AS ‘SELF-EMPLOYED’ WITH A FIRM-SIZE-1, GO |
               |  TO END_LP01                                       |
                ----------------------------------------------------
                ----------------------------------------------------
               |  OTHERWISE, CONTINUE WITH HP18                     |
                ----------------------------------------------------

HP18
====
            {POLICYHOLDER FIRST MIDDLE LAST NAME}  {NAME OF 
            ESTABLISHMENT}  {STR-DT}
            {END-DT}
            Aside from (POLICYHOLDER)’s (ESTABLISHMENT) insurance, is there
            another health insurance plan that anyone in the family obtains 
            from (a/an) {CATEGORY NAME FROM HX03 OR HX23}?
                 YES .................................... 1 {END_LP01}
                 NO ..................................... 2 {END_LP01}
                 REF ................................... -7 {END_LP01}
                 DK .................................... -8 {END_LP01}
                ----------------------------------------------------
               |  FOR ‘CATEGORY NAME FROM HX03 OR HX23’, DISPLAY    |
               |  THE CATEGORY TEXT FROM HX03 OR HX23.  SEE NOTE BOX|
               |  AT BEGINNING OF HP SECTION FOR DETAILS.           |
                ----------------------------------------------------

END_LP01
========
                ----------------------------------------------------
               |  IF HP18 IS CODED '1' (YES), CYCLE TO COLLECT NEXT |
               |  ESTABLISHMENT NAME.                               |
                ----------------------------------------------------
                ----------------------------------------------------
               |  IF HP18 IS NOT ASKED OR IS CODED '2' (NO), '-7'   |
               |  (REFUSED), OR '-8' (DON'T KNOW), END LOOP_01 AND  |
               |  CONTINUE WITH BOX_11                              |
                ----------------------------------------------------

BOX_11
======
                ----------------------------------------------------
               |  RETURN TO THE HEALTH INSURANCE (HX) SECTION.      |
                ----------------------------------------------------

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