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CARE-I apparié fiscal-social : Survey on the capacities, aids and resources of elderly people – institutions section matched with data on personal income tax returns (IRPP) (Insee-Drees-Dgfip) and with social data (CNAF, CNAV, CCMSA)

Years : 2016
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Producer : Ministry of Health (DREES)

The CARE surveys (Survey on the capacities, aids and resources of elderly people) carried out by DREES with the support of the CNSA (French National Solidarity Fund for Autonomy), aim to gain a better understanding of the living conditions of elderly people, their relationships with their families and friends, their difficulties in carrying out certain activities of daily living, and the financial and human assistance they receive to help them to overcome these difficulties. These surveys, which are compulsory, concern people aged 60 or over, regardless of their state of health and where they live, as well as the relatives who provide them with support. CARE-Institutions focuses on elderly people in institutions: living conditions, assistance received by elderly people with a loss of autonomy in residential institutions. The data from the survey (senior citizens' section) were matched with tax and social security data from INSEE. The matching carried out by INSEE is based on several administrative sources that are matched to the survey data using identifying data. For the measurement of individual income (wages, unemployment benefits, retirement pensions, non-wage income), collective or "non-individualizable" income (property income, etc.) and taxes, INSEE uses data from the Ministry of Finance (DGFiP) on tax returns. For social benefits, INSEE uses data from the social security organizations: CNAF (National Family Allowance Fund), MSA (Agricultural Social Security regime) and CNAV (National Old Age Pension Fund). Data from the CARE-I survey without matching are also made available in this source, which includes three sub-files: CARE-Institution "Institutions", CARE-Institution "Elderly Persons" and CARE-Institution "Caregivers", the documentation for which is available on the CARE-I source page.

Example of data content for CARE-I apparié fiscal-social : Survey on the capacities, aids and resources of elderly people – institutions section matched with data on personal income tax returns (IRPP) (Insee-Drees-Dgfip) and with social data (CNAF, CNAV, CCMSA)



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A version of these data is available at Adisp (Quetelet-Progedo Diffusion) in which more detailed data don't exist.