|Dataset full name:||Health and Retirement Study|
|Summary||The Health and Retirement Study (HRS) is a nationally representative longitudinal panel survey conducted biennially. The study follows a cohort(s) of adults ages 50 years or older in the United States. The purpose of the HRS is to understand the health shifts in older adults and demographic changes in labor force participation at the end of their service. It provides detailed information on demographic characteristics, income, work, assets, housing, pension plans, health insurance, disability, physical health and functioning, cognitive functioning, and health care expenditures. The original study began in 1992 and follows up onreinterviews the respondent and their spouse or partner every two years through using an in-depth interview questionnaires. A new cohort is added to the sample every six years. In 1998, the original HRS was merged with Asset and Health Dynamics Among the Oldest-Old (AHEAD, born before 1923). In 1998, the HRS also included a Children of the Depression cohort (CODA, born 1923-1930) and a War Baby cohort (WB, born 1942-1947). In 2004, an Early Baby Boomer cohort (EBB, born 1948-1953) was added, and in 2010 a Mid Baby Boomers cohort (MBB, born 1954-1959) was added in 2010, and a Late Baby Boomers cohort (LBB, born 1960-1965) was added in 2016. Off-year questionnaires are also submitted to a subset of HRS respondents. These include: the Consumption and Activities Mail Survey (originating in 2001), the Disability Vignette Survey (2007), the Health Care and Nutrition Study (2013), the Human Capital and Educational Expenses Mail Survey (2001), the Life History Mail Survey (2015), the Internet Survey (originating in 2003), and the Veterans Mail Survey (2013).|
|Key Terms||Aging, Longitudinal, Health, Income, Retirement, Disability, Housing, Pension, Family characteristics|
|Sponsoring Agency/Entity||National Institutes of Health (NIH): National Institute on Aging (NIA) University of Michigan's Institute for Social Research||Health conditions/Disability measures|
|Disability Measures||Ambulatory disability, Cognitive disability, Communication impairment, Functional limitations (ADLs and/or IADLs), Hearing disability, Independent living disability, Mental health disability, Physical disability, Self-care disability, Special equipment use/assistive technology, Visual Disability, Work limitation||Measures/outcomes of interest|
|Topics||Income, Education, Internet use, Housing, Employment, Employer accommodations, Assets, Pension plans, Health insurance, Health care expenditures, Assistive Technology use||Sample|
|Sample Population||Nationally representative sample of adults over the age of 50|
|Sample Size/Notes||Initial (Wave 1) number of respondents in sample by cohort:12,652 - HRS: Original R born 1931-19418,222 - AHEAD: Original R born in 1923 or earlier2,320 - CODA (Children of Depression): Original R born 1924-19302,529 - WB (War Baby): Original R born 1942-19473,330 - EBB (Early Baby Boomers): Original R born 1948-1953Sample size unavailable (as of publication) - MBB (Mid Baby Boomers): Original R born 1954-1959|
|Unit of Observation||Individual|
|Geographic Coverage||United States|
|Geographic specificity||National||Data Collection|
|Data Collection Mode||Primarily personal interview and phone surveys. Restricted data linkages available to the Employer Pension Study, National Death Index, Social Security Administration, and Medicare files.|
|Data Collection Frequency||Biennial||Strengths and limitations|
|Strengths||Nationally-representative, multi-stage area probability sample. Excellent re-interview response rates of 90% or higher. Wide range of questions asked including: functional status, disability, economic factors, retirement, health services utilization, social security disability benefits, veterans’ benefits and workers’ compensation. The majority (80%) of HRS participants allow Medicare record based disease history data to be linked to their HRS data. **NOTE Medicare data access requires a Data Use Agreement (DUA) from the Centers for Medicare & Medicaid Services (CMS)** Restricted data linkages include: biometric and biological information to the online genetics database of the National Institutes of Health (20,000 participants) , National Death Index, Social Security benefit and Medicare files.|
|Limitations||Information on chronic disease and health-care utilization are based on self-reports. Proxy responses used in about 20% of the 2008 core interviews for the oldest cohort (born 1890-1923) . Some question wording has been altered over time making some comparisons problematic. Questionnaire skip patterns and survey wave design can be difficult to follow.||Data details|
|Data Access Requirements||Data use agreement, No cost|
The Health and Retirement Survey: Aging in the 21st Century. Challenges and Opportunities for Americans (2017, January). http://hrsonline.isr.umich.edu/sitedocs/databook/inc/pdf/HRS-Aging-in-the-21St-Century.pdf
Bibliography: https://hrs.isr.umich.edu/publications/biblio/ Servais, Marita A. (2010, June). Overview of HRS Public Data Files for Cross-sectional and Longitudinal Analysis. http://hrsonline.isr.umich.edu/sitedocs/dmgt/OverviewofHRSPublicData.pdf
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