Transfer Survey

Resource Type
Dataset : Survey and aggregate data
  • Sonderforschungsbereich 3 der Universitäten Frankfurt und Mannheim
Publication Date
  • INFRATEST Sozialforschung, Muenchen (Data Collector)
  • ZA:
    • Income
  • CESSDA Topic Classification:
    • Social welfare systems/structures
    • Income, property and investment/saving
  • Abstract

    Information on employment, income structure, taxes or fees paid and support received by persons living in the household. Topics: The complete data set is subdivided in three parts: A.Information about every individual person in the household B. Information about the household as a whole and C. Information about the sample points. A. For every person in the household the following data were collected: 1. demographic information. 2. information on employment: hours worked each week; status in profession; side jobs and information on full-time employment. 3. savings plan: monthly savings amount according to the 624-DM law; form of savings; employee savings bonus. 4. refugee, exile, resettler: type of identification; year of arrival. 5. reductions in employment: degree and reasons for reduction in earning capacity. 6. training: type and begin of further education and retraining supported by the employment office. 7. income and taxes: type and level of monthly income; special payments received; level of monthly wage and income tax paid; social security contributions; church tax; type of health insurance and monthly premium. 8. social services received: child allowance; student aid; earnings-related unemployment benefit; unemployment benefit; short time work or bad-weather pay; allowances and support aid from the employment office; payments from support advances; support payments for members of the military or those performing community service in lieu of the military; payments for support by the Federal German Armed Forces subsequent to a voluntary period of service; payments for those persecuted by the Nazi regime; burden-sharing for war damages; payments of divorced to spouse and children; receipt of voluntary support payments by relatives outside of the home. 9. pensions: type of anticipated retirement income based on rights earned; detailed information on pensions derived from compulsory retirement insurance, pensions from life insurance policies as well as rights to a pension outside the compulsory retirement insurance. B. The following data was collected for the entire household: 1. aggregate information on characteristics of the household regarding transfer payments charged for the individual persons and characteristics. 2. housing situation and house construction: ZIP (postal) code of main place of residence; age of residential building; form of housing; amount of rent or rental value of one´s own residence; monthly amount of interest for residential property; repayment rates; taking advantage of private or public loans; living space and furnishings; additional costs. 3. taxes: information on income tax return; utilization of diverse tax law possibilities to reduce taxable income and level of the amount; costs in connection with the acquisition of tax deduction property; level of wealth tax and property tax paid. 4. social services: information on receipt and level of housing benefit or welfare as well as reasons for not filing a corresponding application. 5. finances: household income; inheritances; possession of residential property; current market value of one´s own home; structure and current market value of household assets. 6. health area: number of visits to the doctor, general practitioner and specialist; stays in a health resort; inability to work due to illness; hospital stays; frequency of continued payment of wages received. C. Information on sampling point: state; administrative district; size of municipality class; ZIP (postal) code; residential population of the municipality; male population of the residential community; proportion of Germans or foreigners in the population; number of households in municipality. Demography: occupation according to ISCO; current or last occupational position; social origins; professional position of father when respondent was 15 years old; religious affiliation; party preference (Sunday question).
Temporal Coverage
  • 1981-05 / 1981-09
Geographic Coverage
  • Germany (DE)
    FRG incl. West Berlin
Sampled Universe
Sampling Procedure Comment: Multi-stage stratified random sample
Collection Mode
  • Oral survey with standardized questionnaire
Data and File Information
  • Unit Type: Individual
    Number of Units: 2975
    Number of Variables: 165
In producing the data set by the above-named principal investigator use was made of an investigation produced for the Bundesministerium fuer Arbeit und Sozialordnung, the so-called ´Life Situations Study´ (not archived in the Zentralarchiv). The respondents from this original study were re-interviewed with a short supplemental questionnaire. The remaining 851 heads of household were especially selected for this study and interviewed. Altogether there is data on 2975 heads of household who also provided information on at most five other members of the household. This yields a complete data set with 8167 cases at the individual level. An investigation on this topic among the foreign population of the Federal Republic is archived under ZA Study No. 1599.
A - Data and documents are released for academic research and teaching.
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Alternative Identifiers
  • ZA1604 (Type: ZA-No.)
  • Hauser, Richard; Engel, Bernhard (Hrsg.): Soziale Sicherung und Einkommensverteilung: Empirische Analysen für die Bundesrepublik Deutschland. Frankfurt: Campus 1985. (Sonderforschungsbereich 3 der Universitäten Frankfurt und Mannheim, Mikroanalytische Grundlagen der Gesellschaftspolitik, Bd. 12)
  • Engel, Bernhard: Benutzerhandbuch Transferumfrage. Universität Frankfurt und Universität Mannheim: Sonderforschungsbereich 3, 1987.
  • Engel, Bernhard: Sozialstruktur und soziale Sicherheit: Methodische und inhaltiche Analysen zur Einkommensverteilung und zum Transfersystem. Frankfurt: Campus 1988. (Sonderforschungsbereich 3 der Universitäten Frankfurt und Mannheim, Mikroanalytische Grundlagen der Gesellschaftspolitik)

Update Metadata: 2021-04-07 | Issue Number: 87 | Registration Date: 2010-07-22