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<li><a href="/policy/docs/program-explainers/scheduled-payable.html">Scheduled <abbr title="versus">vs.</abbr> Payable Benefits</a></li>
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<li><a href="/policy/docs/program-explainers/special-minimum.html">Special Minimum Benefit</a></li>
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<li><a href="/policy/docs/program-explainers/poverty-decline.html">Why Will Poverty Decline for Beneficiaries?</a></li>
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<li><a href="/policy/docs/program-explainers/windfall-elimination-provision.html">Windfall Elimination Provision</a></li>
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</ul>
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</li>
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<li class="noClick menu1a" id="PM"><a href="#" tabindex="-1">Projections</a></li>
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<li class="hasFly menu2a" id="PFS"><a href="#" aria-haspopup="true" aria-expanded="false">Fact sheets</a>
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<ul>
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<li><a href="/policy/docs/projections/populations/divorced-spousal-2050.html">By beneficiary type</a></li>
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<li><a href="/policy/docs/projections/populations/beneficiaries-60-or-older.html">By demographic group</a></li>
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</ul>
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</li>
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<li class="hasFly menu2a" id="PPO"><a href="#" aria-haspopup="true" aria-expanded="false">Tables</a>
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<ul>
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<li><a href="/policy/docs/projections/policy-options/index.html">Policy options/proposals</a></li>
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<li><a href="/policy/docs/projections/tables/beneficiaries.html">Profile of beneficiaries by race & ethnicity</a></li>
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<li><a href="/policy/docs/projections/tables/taxpayers.html">Profile of taxpayers by race & ethnicity</a></li>
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</ul>
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</nav></div>
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<div class="column-6">
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<div id="docTitle">
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<h3>Benefits and Earnings Public-Use File, 2004</h3>
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<div class="releaseDate">(released October 2005)</div>
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</div>
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<div id="fileList">
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<div class="toggle-link margin-top"> <a class="plus" href="#">Background</a>
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<div>
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<p>Old-Age, Survivors, and Disability Insurance (<abbr class="spell">OASDI</abbr>) is the familiar Social Security social insurance program into which participants make payroll contributions based on earnings. Benefits are paid to insured workers and eligible family members when they retire or become disabled and to the survivors of deceased workers. Extensive information about the <abbr class="spell">OASDI</abbr> program can be found in the following publications:</p>
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<ul>
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<li><a href="/policy/docs/statcomps/di_asr/index.html">Annual Statistical Report on the Social Security Disability Insurance Program</a></li>
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<li><a href="/policy/docs/statcomps/supplement/index.html">Annual Statistical Supplement</a></li>
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<li><a href="/OP_Home/handbook/handbook.html">Social Security Handbook</a></li>
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</ul>
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</div>
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</div>
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<div class="toggle-link"> <a class="plus" href="#">Content and Sample Design</a>
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<div>
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<p>The Benefits and Earnings Public-Use File, 2004, consists of two separate but linkable subfiles—one with benefit information and the other with longitudinal earnings information. Sample beneficiary records drawn from the Old-Age, Survivors, and Disability Insurance (<abbr class="spell">OASDI</abbr>) program can be linked to their corresponding earnings histories.</p>
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<p>Information about beneficiaries needed to administer the <abbr class="spell">OASDI</abbr> program resides on <abbr class="spell">SSA</abbr>'s Master Beneficiary Record (<abbr class="spell">MBR</abbr>) file, which in December 2004 contained records for approximately 47 million individuals who were entitled to receive an <abbr class="spell">OASDI</abbr> benefit for that month. Data in the benefit subfile are an extract from the <abbr class="spell">MBR</abbr>, consisting of a 1 percent random, representative sample of approximately 470,000 records. These records are representative of <abbr class="spell">OASDI</abbr> beneficiaries who were entitled to receive an <abbr class="spell">OASDI</abbr> benefit payment for December 2004. Each record in the benefit and earnings subfiles has a unique identifier that allows each earnings record to be linked to its appropriate benefit record. Both subfiles are available as flat text files or <abbr>SAS</abbr> data sets.</p>
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<p>Since the sample for this public-use file is a representative, 1 percent random sample of persons entitled to receive an <abbr class="spell">OASDI</abbr> benefit payment for December 2004, all records have weight equal to 100. Variances and standard errors can be approximated with the standard formulas used for simple random sampling.</p>
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<p>Descriptions of data fields are provided in the Data Dictionary for this file. The descriptions cover the content of each field, the method of presentation, and the disclosure avoidance steps taken to provide confidentiality. Because information on the internal <abbr class="spell">MBR</abbr> file is used to administer the <abbr class="spell">OASDI</abbr> program, these data are validated and kept current. As a result, the quality of the data in this public-use file is extremely high. Note that benefits payable for December 2004 are computed using earnings through the year 2003.</p>
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</div>
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</div>
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<div class="toggle-link"> <a class="plus" href="#">Confidentiality Protection</a>
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<div>
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<p>Individual identifiers have been removed from all records on this file, and other distinguishing characteristics have been modified to prevent identification of persons to whom a record pertains. Records are sequenced in random order.</p>
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<p>Topcodes and bottomcodes are employed for all numeric fields to avoid showing extreme field values on a data record. Values beyond the topcode or bottomcode are replaced by the average of the values in excess of the respective topcode or bottomcode. Topcode and bottomcode values were derived at the national level, and the replacement values are also based on national estimates for this file. Values shown for categorical fields are groupings of detailed information from the internal file and numeric variables are random rounded. All topcode and bottomcode values, replacement values, and information on detailed groupings are provided to users as part of the file documentation.</p>
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</div>
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</div>
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<h4 id="files">Available Files</h4>
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<ul>
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<li><a href="/policy/docs/microdata/earn/earn_dictionary.pdf" rel="nofollow" title="Download Data Dictionary and Field Descriptors as PDF">Data Dictionary and Field Descriptors</a></li>
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<li>2004 Benefit Subfile
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<ul>
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<li><a href="/policy/docs/microdata/earn/benefits04text.zip">Flat text file</a> <span class="eightypercent">(5 <abbr title="megabyte">MB</abbr> <abbr>ZIP</abbr> file, which unzips to 22 <abbr title="megabyte">MB</abbr> <abbr title="text">TXT</abbr> file)</span></li>
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<li><a href="/policy/docs/microdata/earn/benefits04sas.zip"><abbr>SAS</abbr> data set</a> <span class="eightypercent">(7 <abbr title="megabyte">MB</abbr> <abbr>ZIP</abbr> file, which unzips to 29 <abbr title="megabyte">MB</abbr> <abbr>SAS</abbr> file)</span></li>
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</ul>
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</li>
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<li>2004 Earnings Subfile
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<ul>
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<li><a href="/policy/docs/microdata/earn/earnings04text.zip">Flat text file</a> <span class="eightypercent">(26 <abbr title="megabyte">MB</abbr> <abbr>ZIP</abbr> file, which unzips to 134 <abbr title="megabyte">MB</abbr> <abbr title="text">TXT</abbr> file)</span></li>
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<li><a href="/policy/docs/microdata/earn/earnings04sas.zip"><abbr>SAS</abbr> data set</a> <span class="eightypercent">(29 <abbr title="megabyte">MB</abbr> <abbr>ZIP</abbr> file, which unzips to 75 <abbr title="megabyte">MB</abbr> <abbr>SAS</abbr> file)</span></li>
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</ul>
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</li>
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</ul>
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</div>
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</div>
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<div class="column-3">
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<div class="sidebar">
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<h4 class="sidebar-gray">Contact</h4>
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|
<p><a href="mailto:statistics@ssa.gov?subject=Benefits%20and%20Earnings%20PUF">statistics@ssa.gov</a></p>
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|
<p><a class="mailIcon" href="/policy/notify/index.html">Subscribe to Updates</a></p>
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<h4 class="sidebar-gray">Other Public-Use Files</h4>
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|
<p> <a href="/policy/docs/microdata/epuf/index.html">Earnings, 2006</a><br><a href="/policy/docs/data/field-offices-2016/index.html">Field Office Listing, 2016</a><br><a href="/policy/docs/microdata/nbds/index.html">New Beneficiary Data</a><br><a href="/policy/docs/microdata/mbr/index.html"><abbr class="spell">OASDI</abbr>, 2001 Data</a><br><a href="/policy/docs/microdata/ssr/index.html"><abbr class="spell">SSI</abbr>, 2001 Data</a><br><a href="/policy/docs/data/ssi-2010/index.html"><abbr class="spell">SSI</abbr> Summary Data, 2010</a><br></p>
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<h4 class="sidebar-gray">Disclaimer</h4>
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<p class="ninetypercent">These data files are available for research. Any findings and conclusions derived from analyses of these data are solely the <span class="nobr">researcher(s)</span> and do not reflect those of the Social Security Administration.</p>
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