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Contains correspondence, computer printouts, brochures, newsletters, clippings, directories, printed materials, and questionnaires pertaining to the Study at Carol Woods in Chapel Hill, North Carolina (1979-1981). Subseries also includes the study's final report to the Health Care Financing Administration (now CMS) on impact of living in a CCRC, and the initial and final reports to Duke, which provided some funding. Materials date from 1977 to 2015.

Contains computer printouts, questionnaires and interview guides, reprints, and final reports for the Social Security Administration (SSA) grants pertaining to the Longitudinal Retirement History Study (1969-1979). Subseries also contains materials related to the development of functional assessment scales, comparable to those developed for the Older Americans Resources and Services (OARS) program. Materials date from 1969 to 1985.