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1995 Survey of Consumer Finances Here: Interview Program Next:CAPI-Database Concordance Previous: Question, Text, Variable Names, & Responses |
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| INTERVIEW PROGRAM | ||||
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AUTOQUEST (SURVEYCRAFT) PROGRAM FOR MAIN CAPI
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L000 G
L90 209=REFUSED
L91 210=DON'T KNOW
Q1UT R10 CASEID
Q2UT 35 |[PgUp]=Back Up [PgDn]=Return [Ctrl End]=Suspend
Q3UT N2 2 ELAPSED SECONDS - START
Q4UT 9 CURRENT MONTH
Q5UT 8 CURRENT YEAR
Q18B PREAMBLE
/ THIS STATEMENT MUST BE READ TO ALL RESPONDENTS:
/
/ This interview is completely voluntary and confidential. If we should
/ come to any question you do not want to answer, let me know and we will
/ go on to the next question. Feel free to consult any knowledgable
/ person or use any records and notes at any time during this interview.
/ Your answers will be kept confidential.
/
/
/ HAND THE INSTITUTIONS CARD TO THE RESPONDENT. ASK THE RESPONDENT
/ TO LIST (IN FIRST COLUMN ON LEFT HAND SIDE OF CARD) ALL THE FINANCIAL
/ INSTITUTIONS WITH WHICH THE HOUSEHOLD CONDUCTS BUSINESS. THEN HAVE
/ THE RESPONDENT CHECK WHICH SERVICES HE/SHE/THEY USE AT EACH
/ INSTITUTION LISTED.
/
/ THE PURPOSE OF DOING THIS IS TO HELP THE RESPONDENT BEGIN THINKING
/ ABOUT HIS/HER FINANCES.
/
/ ^B
C0 PRESS [ENTER] TO CONTINUE
*>>>>>>>>>>>>>>>>>>>>>>>>>>>BEGIN HH LOOP<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
Q6S BEGINNING.
C'<1/10(
J7 8 6(1)=:1:
J7 8 6(2)+23(1)=:3:
J7 8 6(2)+20(2)+22(1)=:3:
J7 8 6(2)+20(1)+22(1)=:2:
J7 8 6(2)+20(1)+22(2)+23(2)=:2:
V B
Q7B HHL_A.RELATIONSHIP
/
/
/ What is the next person's relationship to you?
/^C2
/
/ ^B
/
C0
C1 RESPONDENT
C2 SPOUSE
C3 PARTNER
C4 CHILD
C5 GRANDCHILD
C6 PARENT
C7 GRANDPARENT
C8 AUNT/UNCLE
C9 COUSIN
C10 NIECE/NEPHEW
C11 SISTER/BROTHER
C12 GREAT GRANDCHILD
C13 CHILD OF PARTNER
C29 OTHER RELATIVE
C31 ROOMMATE
C32 FRIEND
C33 RELATIVE OF PARTNER
C34 BOARDER OR ROOMER/LODGER
C35 PAID HELP
C36 FOSTER CHILD
C39 OTHER UNRELATED PERSON
G 0
G 1=6(1)
G 2/3=6(2)+M6(1)+20(1/4)+26(NA)
G 13,4,29,6,31,5,32,7,33,8,34,9,35,10,36,11,39,12
G E1/39
J8 7 B7(0+"0")=PLEASE ENTER RESPONSE
Q8B HHL_B.SEX
/^C1
/
/
/~IF 6(1)
/ Before we start the interview, I need to list the people who live with
/ you to obtain some basic information about each one. Let's start with
/ you.
/
/^C1
/ CODE SEX WITHOUT ASKING. IF NECESSARY, SAY: I am required to ask
/ your sex.
/~ELSE 7(2/3)
/ IF POSSIBLE, CODE WITHOUT ASKING. IF NECESSARY, ASK:
/
/
/ What is your ^7's sex?
/~ELSE
/ IF POSSIBLE, CODE WITHOUT ASKING. IF NECESSARY, ASK:
/
/
/ What is that person's sex?
/~END
/
/ ^B
C0
C1 MALE
C2 FEMALE
J9 8 B8(0+"0")=PLEASE ENTER RESPONSE
J9 10 8(1)=:1:
J9 10 8(2)=:2:
J9 10 8(N1/2)=:3:
Q9B
C1 he
C2 she
C3 that person
J10 13 6(G1)
Q10UB 2 BMO.BIRTH MONTH
/
/
/ What is your date of birth? (USE [Shift][TAB] TO MOVE TO THE
/ LEFT).
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B ^B
/ MONTH DAY YEAR
V (1/12)
Q11UB 2 BDAY.BIRTH DAY
V (1/31)
Q12UB 4 BYR.BIRTH YEAR
V (1880/1994){NNNN}
****************
Q13UT 12 13 ASCII BIRTHDATE|11/10/12
Q14UT 26 13 AGE FROM DOB
J15 10 B14(0)+10(NK2+NK3)=PLEASE CHECK DATE ENTERED!
J15 16 13(A+0)
J15 16 6(1)+10(K2.K3)
Q15B VERAGE.VERIFY AGE
/
/
/
/ So, you are ^14 years old?
/
/ ^B
C0
C1 YES, CONTINUE
C2 NO, FIX BIRTHDATE
C3 NO, ENTER AGE
J16 10 B15(2)=PLEASE CORRECT BIRTHDATE
J16 15 B15(0+"0")=PLEASE ENTER RESPONSE
J16 19 6(1)+15(A+N2/3)=:/^14:
Q16UB 3 AGE.HOW OLD?
/
/
/
/~IF 6(1)
/ How old are you?
/~ELSE
/ How old is ^9?
/
/~IF 7(4.5.10.12.13.29.33.36.39)
/ (CODE LESS THAN ONE YEAR AS 1)
/~END
/~END
/
/
/ AGE: ^B
V (1/100){Nnn}
J17 19 16(GQ17)=:/^16:
J17 19 16(LEQ17)=:/^17:
Q17U
J19 20 7(3)
J19 19 20 6(GE2)+16(K3)
Q19B OVER18.18 OR OVER?
/
/
/
/ Is ^9 18 or older?
/
/ ^B
C0
C1 YES
C2 NO
J20 19 B19(0+"0")=PLEASE ENTER RESPONSE
J20 21 7(2).19(2)
J20 21 16(1/17)+6(G1)
Q20B HHL1.MARITAL STATUS
/^C1
/
/~IF 6(1)
/ Are you currently married or living with a partner, separated,
/ divorced, widowed, or have you never been married?
/~ELSE
/~IF 7(3)
/ Is your partner currently married, separated, divorced,
/ widowed, or has ^9 never been married?
/~ELSE
/ Is your ^7 currently married or living with a partner,
/ separated, divorced, widowed, or has ^9 never been married?
/~END
/~END
/
/
/ ^B
C0
C1 MARRIED
C2 LIVING WITH PARTNER
C3 SEPARATED
C4 DIVORCED
C5 WIDOWED
C6 NEVER MARRIED
G 0/6=7(N3)
G 0,1,3/6=7(3)
J21 20 B20(0+"0")=PLEASE ENTER RESPONSE
J21 22 16(1/17).19(2)
J21 22 6(1)=:1:
Q21B 19 HHL2.USUALLY LIVE WITH YOU?
/^C1
/
/ Does ^9 usually live with you?
/
/ ^B
J22 21 B21(0+"0")=PLEASE ENTER RESPONSE
J22 23 6(G1)
J22 23 6(1)+20(3/6.K2.K3)
J22 23 6(1)+20(2)=:1:
Q22B 19 HHL2_1.SPOUSE/PARTNER LIVE WITH YOU NOW?
/^C1
/
/~IF 6(1)+20(1)
/ Does your spouse live with you now?
/~ELSE 6(1)+20(2)
/ Does your partner live with you now?
/~END
/
/ ^B
J23 22 B22(0+"0")=PLEASE ENTER RESPONSE
J23 23 24 6(1)+20(K2.3.4.5.6).6(1)+20(1)+22(2)
Q23B 19 HHL2_2.LIVE WITH PARTNER?
/^C1
/
/ Do you live with a partner?
/
/ ^B
J24 23 B23(0+"0")=PLEASE ENTER RESPONSE
J24 25
Q24X
C1 his
C2 her
C3 this person's
G 1=8(1)
G 2=8(2)
G 3=8(N1/2)
J25 26 6(1).16(1/17).19(2)
J25 26 6(2)+7(2/3)+21(1)=:1:
Q25B HHL4.FINANCIALLY DEPENDENT?
/
/
/~IF 6(2)+21(N1)+7(2/3)
/ Do you and your ^7 have shared finances?
/~ELSE 6(N2)+M7(2)+8(1)+25(N2)=MALE SPOUSE
/ Does your ^7 depend on you and your husband for most
/ of ^24 support or is ^9 financially independent for the most part?
/~ELSE 6(N2)+M7(2)+8(2)+25(N2)=FEMALE SPOUSE
/ Does your ^7 depend on you and your wife for most
/ of ^24 support or is ^9 financially independent for the most part?
/~ELSE 6(N2)+M7(3)=PARTNER
/ Does your ^7 depend on you and your partner for most
/ of ^24 support or is ^9 financially independent for the most part?
/~ELSE
/ Does your ^7 depend on you for most of ^24 support
/ or is ^9 financially independent for the most part?
/~END
/
/
/ ^B
C0
C1 FINANCIALLY DEPENDENT
C2 FINANCIALLY INDEPENDENT
J26 25 B25(0+"0")=PLEASE ENTER RESPONSE
J26 6 6(1)+20(2)+22(1)
J26 6 6(1)+23(1)
J26 6 6(1)+20(1.3.4)+(22(1).23(1))
J26 6 6(1)+20(1)+22(2)+23(2)
Q26B 21 NEXTHH.ANYONE ELSE LIVE WITH YOU?
/
/
/
/ Does anyone else live with you?
/
/ ^B
J6 26 B26(0+"0")=PLEASE ENTER RESPONSE
J6 27 26(2.K2.K3)
R6 26
*>>>>>>>>>>>>>>>>>>>>>>>>>>>>END HH LOOP<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
Q27B HH LIST.
/
/
/ RELATIONSHIP SEX AGE MARITAL LIVE HERE DEPENDENT
/ '^7M6(G0)14( '^86( '^164( '^2014( '^21( '^2513(
/
/
/
/
/ ^B
C1 CONTINUE
C2 ADD MORE
V B
J28 26 B27(2)=CHANGE ANSWER TO 'YES' TO ADD MORE
J28 29 M6(1)+20(1)+22(1)=:1:
J28 29 M6(1)+20(1)+23(1)=:2:
J28 29 M6(1)+20(3)+23(2)=:3:
J28 29 M6(1)+20(3)+23(1)=:4:
J28 29 M6(1)+20(5)+23(2)=:5:
J28 29 M6(1)+20(5)+23(1)=:6:
J28 29 M6(1)+20(4)+23(2)=:7:
J28 29 M6(1)+20(4)+23(1)=:8:
J28 29 M6(1)+20(6)+23(2)=:9:
J28 29 M6(1)+20(6)+23(1)=:10:
J28 29 M6(1)+20(2)=:12:
J28 29 M6(1)+20(0)+23(2)=:19:
J28 29 M6(1)+20(0)+23(1)=:20:
J28 29 M6(1)+20(0)+23(0)=:21:
J28 29 M7(2)+25(2)=:22:
J28 29
Q28U R MARITAL STATUS
J29 31 M7(2)=:51:
J29 31 M7(3)+20(3)=:52:
J29 31 M7(3)+20(5)=:53:
J29 31 M7(3)+20(4)=:54:
J29 31 M7(3)+20(6)=:55:
J29 31 M7(3)+20(1)=:56:
J29 31 M7(3)+20(0)=:59:
J29 31
Q29U SPOUSE/PARTNER'S MARITAL STATUS
Q31B
/
/ I will be asking you about various kinds of household financial
/ matters during this interview.
/
/ (IF MORE THAN ONE PERSON LISTED BELOW HAVE RESPONDENT WRITE THE
/ NAMES ON THE BOTTOM OF THE INSTITUTION CARD AND READ: As we
/ go through the interview, this card will serve as a reminder
/ of the people we are referring to when we say your "family
/ living here". (READ RELATIONSHIP OF MEMBERS LISTED BELOW)
/
/ '^7M21(N2)+25(N2)29(
/ '^7M7(2/3)+21(2)+25(1)41(
/
/ ^B
C1 PRESS ENTER TO CONTINUE
********************************************************************************
* SECTION A *
********************************************************************************
Q32B A1.EXPECTATIONS FOR ECONOMY
/^C1
/
/ I'd like to start this interview by asking you about your expectations
/ for the future. Over the next five years, do you expect the U.S.
/ economy as a whole to perform better, worse, or about the same as it
/ has over the past five years?
/
/ ^B
C0
C1 Better
C2 Worse
C3 About the same
J33 32 B32(0+"0")=PLEASE ENTER RESPONSE
Q33B A2.INTEREST RATES HIGHER/LOWER
/^C1
/
/ Five years from now, do you think interest rates will be higher,
/ lower, or about the same as today?
/
/ ^B
C0
C1 Higher
C2 Lower
C3 About the same
J34 33 B33(0+"0")=PLEASE ENTER RESPONSE
Q34B A3.SHOPPING
/ QxQ
/ (SHOW CARD 1)
/ When making major decisions about credit or borrowing,
/ some people shop around for the very best terms while others don't.
/~IF 0A(LE1)=6AM25(N2)=
/ What number would you be on the scale?
/~ELSE
/ What number would your family be on the scale?
/~END
/
/ ^B
C0
C1 1. ALMOST NO SHOPPING
C2 2.
C3 3. MODERATE SHOPPING
C4 4.
C5 5. A GREAT DEAL OF SHOPPING
J35 34 B34(0+"0")=PLEASE ENTER RESPONSE
J35 36
Q35X
C1 and your husband
C2 and your wife
C3 and your partner
C4 or your husband
C5 or your wife
C6 or your partner
C7 husband
C8 wife
C9 partner
C10 he
C11 she
C12 his
C13 her
G 1,4,7,10,12=M6(2)+7(2)+8(1)
G 1,4,7,10,12=M6(1)+8(2)+20(3/4)+23(N1)
G 2,5,8,11,13=M6(2)+7(2)+8(2)
G 2,5,8,11,13=M6(1)+8(1)+20(3/4)+23(N1)
G 3,6,9,10,12=M6(2)+7(3)+8(1)
G 3,6,9,11,13=M6(2)+7(3)+8(2)
Q36MC A3_1.INFO USED FOR BORROW DECISIONS
/
/~IF M7(2/3)+25(1)
/ What sort of information do you ^35(1/3) use to make
/ decisions about credit or borrowing? Do you call around for terms?
/ Do you read newspapers, magazines, or material that you get in the mail?
/ Do you get advice from a friend, relative, lawyer, accountant, or
/ financial planner? Or do you do something else?
/~ELSE
/ What sort of information do you use to make decisions about credit
/ or borrowing? Do you call around for terms? Do you read newspapers,
/ magazines, or material that you get in the mail? Do you get advice
/ from a friend, relative, lawyer, accountant, or financial planner?
/ Or do you do something else?
/~END
/ (CODE ALL THAT APPLY)
C1 Call around
C2 Material in the mail
C3 Other advertisements
C4 Accountant
C5 Magazines/newspapers
C6 friend/relative
C7 Lawyer
C8 Financial planner
C9 NEVER BORROW
C10 Other
J37 37 38 36(10)
Q37U A3_1V.SPECIFY
/
/
/ PLEASE SPECIFY.
V M!a_!
Q38B 34 A4.PAST 5 YEARS INCOME VS PRICES
/ QxQ
/ (SHOW CARD 1)
/ When making major saving and investment decisions, some people
/ shop around for the very best terms while others don't.
/~IF 0A(LE1)=6AM25(N2)=
/ What number would you be on the scale?
/~ELSE
/ What number would your family be on the scale?
/~END
/
/ ^B
J39 38 B38(0+"0")=PLEASE ENTER RESPONSE
Q39MC A4_1.HOW MAKE INVESTMENT DECISIONS?
/~IF M7(2/3)+25(1)
/ How do you ^35(1/3) make decisions about saving and
/ investments? Do you call around for rates? Do you read newspapers,
/ magazines, or material you get in the mail? Do you get advice from
/ a friend, relative, lawyer, accountant, or financial planner?
/ Or do you do something else?
/~ELSE
/ How do you make decisions about saving and investments? Do you call
/ around for rates? Do you read newspapers, magazines, or material you
/ get in the mail? Do you get advice from a friend, relative, lawyer,
/ accountant, or financial planner? Or do you do something else?
/~END
/ (CODE ALL THAT APPLY)
C1 CALL AROUND
C2 Friend/relative
C3 Accountant
C4 Lawyer
C5 Financial planner/BROKER
C6 Magazines/newspapers
C7 Self/do not get advice
C8 Material in the mail
C9 Other
C10 DO NOT SAVE/INVEST
J40 40 41 39(9)
Q40U A4_1V.SPECIFY
/
/
/ PLEASE SPECIFY.
V M!a_!
Q41B A5.ONE OR # OF INSTITUTIONS
/ QxQ
/
/ The next few questions are about the financial institutions that you do
/ business with.
/
/~IF 0A(LE1)=6AM25(N2)=
/ With how many financial institutions do you currently have accounts
/ or loans, or regularly do personal financial business? Include banks,
/ savings and loans, credit unions, brokerages, loan companies, and so
/ forth, but not institutions where you have only credit cards or business
/ accounts.
/~ELSE
/ With how many financial institutions do you and your family living
/ here currently have accounts or loans, or regularly do personal
/ financial business? Include banks, savings and loans, credit unions,
/ brokerages, loan companies, and so forth, but not institutions where
/ you have only credit cards or business accounts.
/~END
/
/ INTERVIEWER: (ACCOUNTS USED ONLY FOR BUSINESS SHOULD NOT BE INCLUDED.)
/
/ ^B
C0
C1 ONE
C2 EXACT NUMBER GIVEN
C3 SOME, EXACT NUMBER UNKNOWN
C4 NONE
J42 41 B41(0+"0")=PLEASE ENTER RESPONSE
J42 43 41(1)=:1:
J42 43 41(4)=:0:
J42 43 41(3)
J42 43 41(K3)
J42 43 41(K2)
Q42UB 2 A5A.# OF INSTITUTIONS
/
/
/ (SHOW INSTITUTIONS CARD)
/
/
/
/ ENTER NUMBER: ^B
V !U__!(1/99)
J43 60 41(K2)
*>>>>>>>>>>>>>>>>>>>>>>>>BEGIN INSTITUTION LOOP 1<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
Q43S
C1
C2 second
C3 third
C4 fourth
C5 fifth
C6 sixth
J44 45 41(4)
Q44UB 40 A5_1.INSTITUTION NAME
/ QxQ
/INSTITUTION ^43
/~IF 42(1)
/
/
/ What is the name of this financial institution?
/~ELSE 42(N1)
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ What is the name of the financial institution where you do the
/ ^43 most business?
/~ELSE
/ What is the name of the financial institution where you and your family
/ living here do the ^43 most business?
/~END
/
/~END
/
/^C1
/ ^B
J45 46 44V(G1)=:/^44:
J45 46 43(1)+44(K2.K3)=:1st institution:
J45 46 43(2)+44(K2.K3)=:2nd institution:
J45 46 43(3)+44(K2.K3)=:3rd institution:
J45 46 43(4)+44(K2.K3)=:4th institution:
J45 46 43(5)+44(K2.K3)=:5th institution:
J45 46 43(6)+44(K2.K3)=:6th institution:
J45 46 43(1)=:::
J45 46 43(2)=:::
J45 46 43(3)=:::
J45 46 43(4)=:::
J45 46 43(5)=:::
J45 46 43(6)=:::
Q45UT N A5_1.INSTITUTION NAME
J46 44 B44(A)+44V(L2)+44(NK2+NK3)=PLEASE ENTER RESPONSE
J46 43 43(LQ42).43(6)
J46 43 M46(1.K2.K3)
J46 43 41(4)
Q46B A5_9.ANOTHER INSTITUTION?
/
/
/
/~IF 41(3)+0A(LE1)=6AM25(N2)=
/ Is there another institution at which you regularly do personal
/ business?
/~ELSE 41(3)+0A(G1)=6AM25(N2)=
/ Is there another institution at which you and your family living here
/ regularly do personal business?
/~ELSE 0A(LE1)=6AM25(N2)=
/ Have you included all your accounts?
/~ELSE
/ Have you included the accounts for all the people in your household?
/~END
/
/ '^45M45(N"<")41(
/
/
/ ^B
C0
C1 ALL LISTED
C2 ADD MORE
J43 46 B46(0+"0")=PLEASE ENTER RESPONSE
J44 45 M46(1.K2.K3)
R43 46
*>>>>>>>>>>>>>>>>>>>>>>>>>>END INSTITUTION LOOP 1<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
*>>>>>>>>>>>>>>>>>>>>>>>>>BEGIN INSTITUTION LOOP 2<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
Q47S
C01 ^45M43(1)=
C02 ^45M43(2)=
C03 ^45M43(3)=
C04 ^45M43(4)=
C05 ^45M43(5)=
C06 ^45M43(6)=
*G '<1/6(=M43('<1/6()+45(N"<")
J48 47 M43(Q47)+45("<")
Q48B A6.TYPE OF INSTITUTION
/ QxQ
/ ^47
/
/ About ^45M43(Q47)=,
/ what kind of institution is this? (Is it a commercial bank, a savings
/ and loan or savings bank, a credit union, a finance or loan company, a
/ brokerage, or what?)
/
/
/ ^B
C0
C11 COMMERCIAL BANK
C12 S&L/SAVINGS BANK
C13 CREDIT UNION
C14 FINANCE/LOAN CO.
C16 BROKERAGE
C17 OTHER
J49 48 B48(0+"0")=PLEASE ENTER RESPONSE
J49 50 48(N17)
Q49U A6V.SPECIFY
/
/
/ PLEASE SPECIFY.
V M!a_!
Q50MC A7.HOW DO BUSINESS WITH INSTITUTION
/ QxQ
/^47
/
/~IF 0A(LE1)=6AM25(N2)=
/ How do you mainly do business with this institution (-by Cash Machine,
/ in person, by mail, by phone, by computer, or some other way)?
/~ELSE
/ How does your family mainly do business with this institution (-by Cash
/ Machine, in person, by mail, by phone, by computer, or some other way)?
/~END
/ CODE ALL THAT APPLY -- CODE MAIN METHOD FIRST
C1 BY CASH MACHINE
C2 IN PERSON
C3 BY MAIL
C4 BY PHONE
C5 BY COMPUTER
C6 DON'T DO REGULAR BUSINESS
C7 OTHER
C8 ELECTRONIC TRANSFER
C10
G 1/5,8,6,7
J51 51 52 50(7)
Q51U A7V.SPECIFY
/
/
/ PLEASE SPECIFY.
V M!a_!
Q52B A8.INSTITUTION DISTANCE-CODED
/ QxQ
/^47
/
/ Roughly, how many miles is the office or cash machine of this
/ institution from the home or workplace of the person who uses it
/ most often? IF R ASKS: WE WANT THE CLOSER OF THE DISTANCE FROM
/ HOME OR WORKPLACE.
/
/ ^B
/
/
/ ENTER MILES: ^B
/
/
/
/ ^B
C0
C1 LESS THAN A MILE
C2 ENTER EXACT MILES
C3 FOREIGN LOCATION
C4 LOCATED AT WORK
C5 OVER 50 MILES
C6 LOCAL PHONE/LOCAL POST BOX
G 0,1,2,5,4,6,3
J53 54 52(N2)
Q53UB 4 A8A.# OF MILES TO INSTITUTION
V !U____!(1/9999)
Q54B CAPI.
C1 CONTINUE
J55 52 B52(0+"0")=PLEASE ENTER RESPONSE
J55 52 B52(2)+53(0+"0")=PLEASE ENTER MILES
J55 47 47(6)
J55 47 0A(GQ47)=43AM45(N"<")=
Q55B 21 A9.ANY OTHER INSTITUTIONS?
/^C1
/
/
/ Do you have any other financial institutions which we have not
/ listed yet?
/
/ ^B
J56 55 B55(0+"0")=PLEASE ENTER RESPONSE
J56 47 55(2.K2.K3)
Q56B
/
/
/ INSTITUTIONS ALREADY LISTED:
/ '^45M45(N"<")31(
/
/ ENTER NAME(S) OF NEW INSTITUTION(S):
/ '^E45M45("<")57(
/
/
/
/
/ ^B
C1 PRESS ENTER TO CONTINUE
J47 56 B56(0+"0")=PLEASE ENTER RESPONSE
R47 56
*>>>>>>>>>>>>>>>>>>>>>>>>>>END INSTITUTION LOOP 2<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
Q57B INSTITUTIONS.
/
/
/INSTITUTION TYPE METHOD DISTANCE MILES
/'^45M47(G0)+48(A)19( '^4817( '^5010( '^5212( '^536(
/
/
/
/
/
/
/
/
/ ^B
C1 CONTINUE
C2 ADD MORE
G 1
G 2=47(L6)
V B
J58 55 B57(2)=CHANGE ANSWER TO 'YES' TO ADD MORE
J58 71 M50(1)=:1:
J58 71 41(4)
Q58B 21 A5_10.CASH CARD?
/^C1
/
/~IF 0A(LE1)=6AM25(N2)=
/~IF 0A(1)=43AM45(N"<")=
/ Do you have a card that allows you to deposit or withdraw money from
/ this institution using a cash machine?
/~ELSE
/ Do you have a card that allows you to deposit or withdraw money from
/ these institutions using a cash machine?
/~END
/
/~ELSE
/~IF 0A(1)=43AM45(N"<")=
/ Do you or your family living here have a card that allows you to deposit
/ or withdraw money from this institution using a cash machine?
/~ELSE
/ Do you or your family living here have a card that allows you to deposit
/ or withdraw money from these institutions using a cash machine?
/~END
/
/~END
/
/ ^B
J71 58 B58(0+"0")=PLEASE ENTER RESPONSE
*A5.10.1-A5.10.5 SHOULD BE ASKED OF ALL RS WHO HAVE AT LEAST ONE
*ACCOUNT OR WHO DK/REF NUMBER OF ACCOUNTS AT A5.1...
J71 755 42(0+"0")
Q71B 19 A5_10_1.DEBIT CARDS?
/ QxQ
/
/ A debit card is a card that you can present when you buy things that
/ automatically deducts the amount of the purchase from the money in an
/ account that you have.
/
/~IF 0A(LE1)=6AM25(N2)=
/ Do you use any debit cards?
/~ELSE
/ Does your family use any debit cards?
/~END
/
/ INTERVIEWER: WE CARE ABOUT USE, NOT WHETHER R HAS A DEBIT CARD
/
/ ^B
J72 71 B71(0+"0")=PLEASE ENTER RESPONSE
Q72B 19 A5_10_2.DIRECT DEPOSIT?
/
/
/ Some people have their paychecks or Social Security benefits
/ or other money automatically paid directly into their accounts.
/
/~IF 0A(LE1)=6AM25(N2)=
/~IF 0A(1)=43AM45(N"<")=
/ Do you have any money directly deposited into your account?
/~ELSE
/ Do you have any money directly deposited into one of your accounts?
/~END
/~ELSE
/~IF 0A(1)=43AM45(N"<")=
/ Do you or someone in your family living here have any money directly
/ deposited into your family's account?
/~ELSE
/ Do you or someone in your family living here have any money directly
/ deposited into one of your family's accounts?
/~END
/~END
/
/ (IF R ASKS, DO NOT INCLUDE INTEREST PAID ON THE ACCOUNT)
/
/ ^B
J73 72 B72(0+"0")=PLEASE ENTER RESPONSE
J73 75 72(N1)
Q73MC A5_10_3.KINDS OF DEPOSITS
/
/
/
/ What kinds of deposits are these? (CODE ALL THAT APPLY)
C1 PAYCHECK
C2 SOCIAL SECURITY
C3 OTHER
C10
G 1/3
J74 74 75 73(3)
Q74U A5_10_3V.SPECIFY
/
/ PLEASE SPECIFY.
V M!a_!
Q75B 19 A5_10_4.AUTOMATIC PAYMENTS?
/
/
/ Some people have their utility bills, mortgage or rent payments,
/ or other payments automatically paid directly from their accounts
/ without having to write a check.
/
/~IF 0A(LE1)=6AM25(N2)=
/ Do you have any payments that you make in this way?
/~ELSE
/ Do you and your family living here have any payments that you make
/ in this way?
/~END
/
/ ^B
J487 75 B75(0+"0")=PLEASE ENTER RESPONSE
J487 755 75(N1)
Q487MC A5_10_5.SORTS OF PAYMENTS
/
/
/
/ What sorts of payments are these? (CODE ALL THAT APPLY)
C1 UTILITY BILLS
C2 MORTGAGE/RENT
C3 OTHER
C10
G 1/3
J498 498 755 487(3)
Q498U A5_10_5V.SPECIFY
/
/ PLEASE SPECIFY.
V M!a_!
Q755B 19 A5_10_6.SMART CARDS
/ QxQ
/
/
/ A 'smart card' is a type of payment card containing a computer
/ chip which is set to hold a sum of money. As the card is used,
/ purchases are subtracted from that sum.
/
/~IF 0A(LE1)=6AM25(N2)=
/ Do you have any such cards that you can use for a variety of purchases?
/~ELSE
/ Do you or anyone in your family living here have any such cards that
/ you can use for a variety of purchases?
/~END
/
/ ^B
J60 755 B755(0+"0")=PLEASE ENTER RESPONSE
********************************************************************************
* SECTION B: ATTITUDES TOWARD CREDIT/CREDIT CARDS
********************************************************************************
Q60B B1.BUY ON INSTALLMENT
/ QxQ
/^C1
/ Now I would like to ask you some questions about how you feel about
/ credit. In general, do you think it is a good idea or a bad idea
/ for people to buy things on the installment plan?
/
/ ^B
C0
C1 Good idea
C2 GOOD IN SOME WAYS, BAD IN OTHERS
C3 Bad idea
V B
J61 60 B60(0+"0")=PLEASE ENTER RESPONSE
Q61S
C1 first, to cover the expenses of a vacation trip?
C2 next, to cover living expenses when income is cut?
C3 next, to finance the purchase of a fur coat or jewelry
/?
C4 next, to finance the purchase of a car?
C5 finally, to finance educational expenses?
Q62B 19 B2.ALL RIGHT TO BORROW FOR...?
/ QxQ
/~IF 61(1)
/
/ People have many different reasons for borrowing money which they pay
/ back over a period of time. For each of the reasons I read, please
/ tell me whether you feel it is all right for someone like yourself to
/ borrow money...
/~END
/
/ ^61
/
/ ^B
R61 62
*ITEM 2.6 ADDED.
J63 62 B62(0+"0")=PLEASE ENTER RESPONSE
Q63B 19 B2_6.APPLIED FOR CREDIT/LOAN IN LAST 5 YRS?
/
/
/~IF M7(2/3)+25(1)
/ Have you ^35(1/3) applied for any type of credit or loan
/ in the last five years?
/~ELSE
/ Have you applied for any type of credit or loan in the
/ last five years?
/~END
/
/ ^B
J64 63 B63(0+"0")=PLEASE ENTER RESPONSE
J64 69 63(A+N1)
Q64B B3.TURNED DOWN IN LAST 5 YRS?
/
/
/~IF M7(2/3)+25(1)
/ In the past five years, has a particular lender or creditor turned down
/ any request you ^35(4/6) made for credit, or not given you as much
/ credit as you applied for?
/~ELSE
/ In the past five years, has a particular lender or creditor turned down
/ any request you made for credit, or not given you as much credit as you
/ applied for?
/~END
/ (PROBE: Turned down, or not as much credit?)
/ IF TURNED DOWN AND NOT AS MUCH CREDIT, ASK WHICH IS MORE RECENT
/
/ ^B
C0
C1 Yes, turned down
C2 Yes, not as much credit
C3 No
J65 64 B64(0+"0")=PLEASE ENTER RESPONSE
J65 69 64(N1/2)
Q65B 19 B3_1.OBTAIN FULL AMOUNT?
/
/
/~IF M7(2/3)+25(1)
/ Were you later able to obtain the full amount you ^35(4/6)
/ requested by reapplying to the same institution or by applying
/ elsewhere?
/~ELSE
/ Were you later able to obtain the full amount you requested by
/ reapplying to the same institution or by applying elsewhere?
/~END
/
/ ^B
C3 Did Not Reapply
J66 65 B65(0+"0")=PLEASE ENTER RESPONSE
Q66U B3_2.REASONS FOR BEING TURNED DOWN
/
/
/~IF M7(2/3)+25(1)
/ On the most recent occasion, what reasons were you ^35(4/6)
/~IF 64(1)
/ given for being turned down for credit?
/~ELSE
/ given for being unable to get as much credit as you applied for?
/~END
/~ELSE
/ On the most recent occasion, what reasons were you given for
/~IF 64(1)
/ being turned down for credit?
/~ELSE
/ being unable to get as much credit as you applied for?
/~END
/~END
V M!a_!
*Q3.3 MAY MOVE TO FOLLOW Q.3.1
Q67B B3_3.TYPE OF CREDIT APPLIED FOR
/
/^C1
/ What type of credit did you apply for?
/
/ ^B
C0
C1 Mortgage
C2 Car loan
C3 Other installment loan
C4 Credit Card
C5 Line of credit
C6 Other
J68 67 B67(0+"0")=PLEASE ENTER RESPONSE
J68 69 67(N6)
Q68U B3_3V.SPECIFY
/
/ PLEASE SPECIFY.
V M!a_!
Q69B 19 B3_4.THOUGHT MIGHT BE TURNED DOWN
/ QxQ
/
/~IF M7(2/3)+25(1)
/ Was there any time in the past five years that you ^35(4/6)
/ thought of applying for credit at a particular place, but changed
/ your mind because you thought you might be turned down?
/~ELSE
/ Was there any time in the past five years that you thought of
/ applying for credit at a particular place, but changed your mind
/ because you thought you might be turned down?
/~END
/
/ ^B
J70 69 B69(0+"0")=PLEASE ENTER RESPONSE
J70 76 69(A+N1)
Q70U B3_5.WHY MIGHT BE TURNED DOWN?
/
/
/~IF M7(2/3)+25(1)
/ On the most recent occasion, why did you ^35(4/6) think you
/ might be turned down?
/~ELSE
/ On the most recent occasion, why did you think you might be
/ turned down?
/~END
V M!a_!
Q76B 19 B5.DO YOU HAVE ANY CREDIT CARDS?
/ QxQ
/^C1
/~IF 0A(LE1)=6AM25(N2)=
/ Now I have some questions about credit cards and charge cards.
/ Do you have any credit cards or charge cards?
/ (Please do not include debit cards.)
/~ELSE
/ Now I have some questions about credit cards and charge cards.
/ Do you or anyone in your family living here have any credit cards
/ or charge cards? (Please do not include debit cards.)
/~END
/
/ ^B
J77 76 B76(0+"0")=PLEASE ENTER RESPONSE
J77 91 76(2.K2.K3)
*>>>>>>>>>>>>>>>>>>>>>>>>>BEGIN CREDIT CARD LOOP<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
Q77S
C1 Visa, Mastercard, Discover, or Optima cards
C2 Sears, K-Mart, furniture, clothing and other store car
/ds
C3 Gasoline Cards such as Shell, Exxon, BP, Texaco, or Am
/oco
C4 American Express, Diners Club, or Carte Blanche cards
C5 Airline, Car Rental, or other cards
Q78B 19 B6.DO YOU HAVE ANY (TYPE) CARDS?
/ QxQ
/^C1
/~IF 77(1)
/ Now I would like to ask you a few questions about your credit cards.
/ (SHOW CARD 3)
/~END
/
/~IF 0A(LE1)=6AM25(N2)=
/ Do you have any type of
/~ELSE
/ Do you and your family living here have any type of
/~END
/ ^77?
/
/ ^B
J79 78 B78(0+"0")=PLEASE ENTER RESPONSE
J79 77 78(A+N1)
Q79UB 2 B6_1.# OF (TYPE) CARDS
/ QxQ
/CARD(S): ^77
/
/ How many?
/~IF M77(G0)+79(G0.K2.K3)
/~ELSE
/ (Please do not count duplicate cards for the same account or any business
/ or company accounts.)
/~END
/
/ # OF ACCOUNTS: ^B
V !.U__.!(1/99)
Q80UB 5 B7.AMOUNT OF NEW CHARGES
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/CARD(S): ^77
/
/~IF 79(G1.K2.K3)
/ On your last bills, roughly how much were the new charges made to
/ these accounts?
/~ELSE
/ On your last bill, roughly how much were the new charges made to
/ this account?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___.!("range",0/99999)
*******************************CALL DKDOL*************************************
J81 82 80(0+"0")
Q81T 30 DK.~DKDOL.VQ
C1 ^80
C2 8
J82 80 B81("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q82UB 5 B8.BALANCE STILL OWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/CARD(S): ^77
/
/~IF 79(G1.K2.K3)
/ After the last payments were made on these accounts, roughly what
/ was the balance still owed on these accounts?
/~ELSE
/ After the last payment was made on this account, roughly what
/ was the balance still owed on this account?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___.!("range",0/99999)
*******************************CALL DKDOL*************************************
J83 84 82(0+"0")
Q83T 30 DK.~DKDOL.VQ
C1 ^82
C2 7
J84 82 B83("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J84 77 77(G1)
Q84UB 5 B9.CREDIT LIMIT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/CARD(S): ^77
/
/~IF 79(G1.K2.K3)
/ What is the maximum amount you could borrow on all of these
/ accounts; that is, what is your total credit limit?
/~ELSE
/ What is the maximum amount you could borrow on this account;
/ that is, what is your total credit limit?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___.!("range",1/99999)
*******************************CALL DKDOL*************************************
Q85T 30 DK.~DKDOL.VQ
C1 ^84
C2 6
J86 84 B85("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q86UB B9_1.INTEREST ON CARD W/LARGEST BALANCE
/CARD(S): ^77
/
/~IF 79(G1.K2.K3)+83(G0)
/ What interest rate do you pay on the card where you have the largest
/ balance?
/~ELSE 79(G1.K2.K3)+83(0)
/ What is the interest rate on the card you got most recently?
/~ELSE 79(1)
/ What interest rate do you pay on this card?
/~END
/
/ INTERVIEWER: WE WANT TO KNOW THE RATE THAT R PAYS ON NEW BALANCES
/
/ ^B%
V !.U__._!(0/100)
Q88MC B10.INSTITUTION
/ QxQ
/CARD(S): ^77
/^C2
/~IF 79(G1.K2.K3)
/ Please look at the Institutions Card. Are these credit cards
/ with any of the institutions on the Institutions Card, or from
/ someplace else? (CODE ALL THAT APPLY.)
/ [IF INSTITUTIONS CARD: Which institutions?]
/ [IF "SOMEPLACE ELSE": What types of institutions?]
/~ELSE
/ Please look at the Institutions Card. Is this credit card with any
/ institution on the Institutions Card, or from someplace else?
/ (CODE ALL THAT APPLY.)
/ [IF INSTITUTIONS CARD: Which institution?]
/ [IF "SOMEPLACE ELSE": What type of institution?]
/~END
C1 ^45M43(1)=
C2 ^45M43(2)=
C3 ^45M43(3)=
C4 ^45M43(4)=
C5 ^45M43(5)=
C6 ^45M43(6)=
C7 OTHER
C11 COMMERCIAL BANK
C12 S&L/SAVINGS BANK
C50 SEARS (DISCOVER)
C51 AMERICAN EXPRESS(OPTIMA)
C52 GASOLINE COMPANY
C53 CREDIT UNION
C54 MEMBERSHIP ORG.
G '<1/6(=M43('<1/6()+45(N"<")
G 11,12,53,50/52,54,7
*GO BACK TO Q.6, COL. B
*NOTE: WE WILL NOT ADD INSTITUTIONS INTRODUCED ON THIS GRID TO THE INSTITUTION
*CARD/LIST.
J89 88 B0(GQ79)+79(G0)=88U(1/54)==# OF INST. SHOULD NOT EXCEED
/ # OF CARDS!
J89 89 77 88(7)
Q89U B10V.SPECIFY
/
/
/ PLEASE SPECIFY.
V M!a_!
R77 89
*>>>>>>>>>>>>>>>>>>>>>>>>>>END CREDIT CARD LOOP<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
J90 90 91 M77(L3)+78(1)
Q90B B12.HOW OFTEN PAY TOTAL BALANCE?
/ QxQ
/^C1
/ Thinking only about Visa, Mastercard, Discover, Optima and store cards,
/ do you almost always, sometimes, or hardly ever pay off the total
/ balance owed on the account each month?
/
/ ^B
C0
C1 Always or almost always
C2 Sometimes
C3 Hardly ever
J91 90 B90(0+"0")=PLEASE ENTER RESPONSE
Q91B 19 B13.ANY OTHER CHARGE ACCOUNTS?
/ QxQ
/
/~IF M77(2)+78(1)
/~IF 0A(LE1)=6AM25(N2)=
/ Other than the store accounts where you have credit cards, do you
/ have any charge or revolving charge accounts at stores where you owed
/ money after your last payment?
/~ELSE
/ Other than the store accounts where you have credit cards, do you
/ or your family living here have any charge or revolving charge accounts
/ at stores where you owed money after your last payment?
/~END
/~ELSE
/~IF 0A(LE1)=6AM25(N2)=
/ Do you have any charge or revolving charge accounts at stores where
/ you owed money after your last payment?
/~ELSE
/ Do you or your family living here have any charge or revolving charge
/ accounts at stores where you owed money after your last payment?
/~END
/~END
/
/ ^B
J92 91 B91(0+"0")=PLEASE ENTER RESPONSE
J92 95 91(A+N1)
Q92UB 2 B14.HOW MANY ACCOUNTS WITH BALANCE?
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ How many such accounts do you have where you owe money?
/~ELSE
/ How many such accounts do you or your family living here have where
/ you owe money?
/~END
/
/ ^B
V !.U__.!(1/99)
Q93UB 6 B15.BALANCE STILL OWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/~IF 92(G1)
/ After the last payments were made on these accounts, what was
/ the balance still owed on all these accounts?
/~ELSE
/ After the last payment was made on this account, what was the
/ balance still owed on this account?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___.!("range",0/999999)
J94 93 B93(0+"0")+92(G0.K2.K3)=R SAID ^92 ACCOUNTS HAD BALANCE
/S!
*******************************CALL DKDOL*************************************
J94 95 93(0+"0")
Q94T 30 DK.~DKDOL.VQ
C1 ^93
C2 7
J95 93 B94("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
********************************************************************************
* SECTION D: HOUSING *
********************************************************************************
Q95B D1.WHERE DOES R LIVE?
/ QxQ
/ WHERE DOES R LIVE?
/
/ ^B
C0
C1 R LIVES ON A RANCH
C2 R LIVES ON A FARM
C3 R LIVES IN A MOBILE HOME/RV
C4 ALL OTHER TYPES OF HOUSING
V B
J96 134 95(3)
J96 184 95(4)
*if 1=2 skip to 11;if 1=3 skip to 16
J96 95 B95(0+"0")=PLEASE ENTER RESPONSE
J96 97
Q96X .
C1 ranch
C2 farm
C3 ranches
C4 farms
G 1,3=95(1)
G 2,4=95(2)
Q97UB 6 D2.HOW MANY ACRES?
/ QxQ
/ Now I have some questions about this property.
/
/ About how many acres is this ^96(1/2), including any acres that
/ are rented or rented out to others?
/
/ ^B ACRES
V !.U___,___.!(1/999999)
Q98B 19 D3.FARMING OR RANCHING BUSINESS?
/ QxQ
/~IF 0A(LE1)=6AM25(N2)=
/ Do you operate a farming or ranching business on this property?
/~ELSE
/ Do you or anyone in your family living here operate a farming or
/ ranching business on this property?
/~END
/ (IF R CLAIMS THE FARM ON HIS INCOME TAX, THEN THE FARM IS A BUSINESS
/ FOR OUR PURPOSES.)
/
/ ^B
J99 98 B98(0+"0")=PLEASE ENTER RESPONSE
J99 107 98(K2.K3)
Q99B 98 D3_1.DO YOU RENT PROPERTY?
/ QxQ
/~IF 0A(LE1)=6AM25(N2)=
/ Do you rent out any part of this property to others?
/~ELSE
/ Do you or anyone in your family living here rent out any part of
/ this property to others?
/~END
/
/ ^B
J100 104 99(2.K2.K3)
J100 99 B99(0+"0")=PLEASE ENTER RESPONSE
Q100UB 5 D3_2.AMOUNT OF RENT COLLECTED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/ How much rent do you collect?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___.!("range",0/99999)
*******************************CALL DKDOL*************************************
J101 104 100(0+"0")
Q101T 30 DK.~DKDOL.VQ
C1 ^100
C2 6
J102 100 B101("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J102 104 101(0)
Q102B D3_2F.FREQUENCY OF RENT
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is that amount collected?
/
/ ^B
C0
C2 Week
C3 Biweekly
C4 Month
C5 Quarter
C6 Year
C11 Twice per year
C12 Bimonthly
C20 Other
G 0,2,3,4,12,5,11,6,20
J103 102 B102(0+"0")=PLEASE ENTER RESPONSE
J103 104 102(N20)
Q103U D3_2FV.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
J104 184 98(2.K2.K3)
Q104B D4.WHAT PART USED FOR FARMING/RANCHING?
/
/
/ What part of this property is used for ^96(1/2)ing?
/
/ ^B
C0
C1 ENTER PERCENTAGE
C2 ENTER ACREAGE
C3 Very little
C4 Almost all
J105 104 B104(0+"0")=PLEASE ENTER RESPONSE
J105 106 104(A+N1)
Q105UB 6 D4PCT.PERCENTAGE
/
/ ENTER PERCENTAGE: ^B
V !.U___.__%!(1/100)
*CAPI NOTE PERCENT MUST BE <= 100 ACRES MUST BE <= D2
*
*9. QUESTION DELETED.
J106 107 104(N2)
Q106UB 5 D4ACRES.# OF ACRES
/
/ ENTER ACREAGE: ^B
V !.U__,___.!(1/99999)
J107 106 B106(GQ97)+97(G0)=ACREAGE USED CANNOT BE > TOTAL ACREAG
/E!
Q107B D5.LEGAL OWNERSHIP STATUS OF FARM/RANCH
/ QxQ
/
/ What is the legal ownership status of this ^96(1/2)?
/~IF 0A(LE1)=6AM25(N2)=
/ Do you own this ^96(1/2), do you own part of it, do you rent
/ it, is it all owned by a business, or what?
/~ELSE
/ Do you or your family living here own this ^96(1/2), do you
/ own part of it, do you rent it, is it all owned by a business, or what?
/~END
/
/ ^B
C0
C1 Owns all
C2 Owns only part
C3 Sharecropper
C4 Rents/Leases all
C5 Owned by a business
C6 Other
J108 107 B107(0+"0")=PLEASE ENTER RESPONSE
J108 109 107(N6)
Q108U D5V.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
J109 119 107(2)
J109 117 107(3.6.K2.K3)
J109 196 107(4)
J109 116 107(5)
************************R OWNS ALL OF FARM/RANCH********************************
Q109B 98 D5_1.FARM/RANCHING BUSINESS PAY RENT?
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Does your ^96(1/2)ing business pay any rent for the use of
/ the property?
/~ELSE
/ Does your family's ^96(1/2)ing business pay any rent for the use of
/ the property?
/~END
/
/ ^B
J110 109 B109(0+"0")=PLEASE ENTER RESPONSE
J110 114 109(A+N1)
Q110UB 5 D5_2.AMOUNT OF RENT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ How much rent do you collect?
/~ELSE
/ How much rent do you or your family living here collect?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___.!("range",1/99999)
*******************************CALL DKDOL*************************************
Q111T 30 DK.~DKDOL.VQ
C1 ^110
C2 6
J112 110 B111("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J112 114 111(0)
Q112B 102 D5_2F.FREQUENCY OF RENT
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is that amount collected?
/
/ ^B
J113 112 B112(0+"0")=PLEASE ENTER RESPONSE
J113 114 112(N20)
Q113U D5_2FV.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
Q114UB 8 D5_3.VALUE OF LAND AND BUILDINGS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/ Could you tell me the current value of all the land and buildings -
/ that is, what would it bring if it were sold today? Do not include
/ any farm animals, implements or crops.
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___,___.!("range",0/99999999)
* SKIP TO Q.20
*******************************CALL DKDOL*************************************
J115 116 114(0+"0")
Q115T 30 DK.~DKDOL.VQ
C1 ^114
C2 1
J116 114 B115("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J116 209 114(A)
*************************FARM/RANCH OWNED BY A BUSINESS*************************
Q116B 98 D5_4.PAY BUSINESS RENT FOR FARM/RANCH?
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Do you pay the business any rent for this property?
/~ELSE
/ Do you or your family living here pay the business any rent for
/ this property?
/~END
/
/ ^B
J117 196 116(1)
J117 116 B116(0+"0")=PLEASE ENTER RESPONSE
Q117UB 2 D5_5M.MONTH MOVED INTO FARM/RANCH
/
/
/ In what month and year did you move into this ^96(1/2)?
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
V (1/12){Nn}
Q118UB 4 D5_5Y.YEAR MOVED INTO FARM/RANCH
V (1896/1995){NNNN}
J119 117 B117(GQ4)+118(1995)=DATE MUST PRE-DATE DATE OF INTERVIE
/W!
* (SKIP TO D52)
*CAPI NOTE: DATE IN D5.5 MUST PRE-DATE THE DATE OF THE INTERVIEW
*************************R OWNS PART OF FARM/RANCH******************************
J119 789 117(A)
Q119B 98 D6.FARM/RANCHING BUSINESS PAY RENT?
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Does the ^96(1/2)ing business pay you any rent for the
/ use of the property?
/~ELSE
/ Does the ^96(1/2)ing business pay you or your family living
/ here any rent for the use of the property?
/~END
/
/ ^B
* Yes. . . . . . . . . (GO TO Q.6.1) . . . . . . . . 1
* No . . . . . . . . . (SKIP TO Q.7) . . . . . . . . 2
J120 119 B119(0+"0")=PLEASE ENTER RESPONSE
J120 124 119(A+N1)
Q120UB 5 D6_1.AMOUNT OF RENT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ How much rent do you collect?
/~ELSE
/ How much rent do you or your family living here collect?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___.!("range",1/99999)
*******************************CALL DKDOL*************************************
Q121T 30 DK.~DKDOL.VQ
C1 ^120
C2 6
J122 120 B121("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J122 124 121(0)
Q122B 102 D6_1F.FREQEUNCY OF RENT
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is that amount collected?
/
/ ^B
J123 122 B122(0+"0")=PLEASE ENTER RESPONSE
J123 124 122(N20)
Q123U D6_1FV.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
Q124B 98 D7.DO YOU PAY RENT FOR PROPERTY?
/ QxQ
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ Do you pay any rent for this property?
/~ELSE
/ Do you or anyone in your family living here pay any rent for this
/ property?
/~END
/
/ ^B
* Yes. . . . . . . . . (GO TO Q.7.1) . . . . . . . . 1
* No . . . . . . . . . (SKIP TO Q.8) . . . . . . . . 2
J125 124 B124(0+"0")=PLEASE ENTER RESPONSE
J125 129 124(A+N1)
Q125UB 5 D7_1.AMOUNT OF RENT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ How much rent do you pay?
/~ELSE
/ How much rent do you or your family living here pay?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___.!("range",1/99999)
*******************************CALL DKDOL*************************************
Q126T 30 DK.~DKDOL.VQ
C1 ^125
C2 6
J127 125 B126("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J127 129 126(0)
Q127B 102 D7_1F.FREQUENCY OF RENT
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is that amount paid?
/
/ ^B
J128 127 B127(0+"0")=PLEASE ENTER RESPONSE
J128 129 127(N20)
Q128U D7_1FV.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
Q129B D8.PERCENT OF PROPERTY OWNED
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ I will ask you more about the business operation later. Now I'd
/ like to ask about the part of the property that you personally own.
/ About what percent of the total property is that?
/~ELSE
/ I will ask you more about the business operation later. Now I'd
/ like to ask about the part of the property that you and your family
/ living here personally own. About what percent of the total property
/ is that?
/~END
/
/ ^B
C0
C1 ENTER PERCENTAGE
C2 ENTER ACREAGE
J130 129 B129(0+"0")=PLEASE ENTER RESPONSE
J130 131 129(A+N1)
Q130UB 6 D8PCT.PERCENT OWNED
/
/ ENTER PERCENTAGE: ^B
V !.U___.__%!(0/100)
*CAPI NOTE PERCENT MUST BE <= 100 ACRES MUST BE <= D2
*
*9. QUESTION DELETED.
J131 132 129(N2)
Q131UB 5 D8ACRES.ACRES OWNED
/
/ ENTER ACREAGE: ^B
V !.U__,___.!(0/99999)
J132 131 B131(GQ97)+97(G0)=ACREAGE OWNED CANNOT BE > TOTAL ACREA
/GE!
Q132UB 7 D10.VALUE OF LAND OWNED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/ Could you tell me the current value of the entire part of the land and
/ building you own? I mean, what would it bring if it were sold today?
/ Do not include any farm animals, implements or crops.
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",0/9999999)
*******************************CALL DKDOL*************************************
J133 134 132(0+"0")
Q133T 30 DK.~DKDOL.VQ
C1 ^132
C2 1
J134 132 B133("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
* SKIP TO Q.20
J134 209 132(A)
*******************************MOBILE HOME*************************************
Q134B D11.MOBILE HOME-OWN OR RENT?
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ Now I have some questions about your home. Do you own both this
/ mobile home and site or lot, do you own only the mobile home, do you
/ own only the site, do you rent both the home and site, or what?
/~ELSE
/ Now I have some questions about your home. Do you or your family
/ living here own both this mobile home and site or lot, do you own only
/ the mobile home, do you own only the site, do you rent both the home
/ and site, or what?
/~END
/
/ ^B
C0
C1 Own both home and site
C2 Own only site
C3 Own only home
C4 Rent both
C5 Neither own nor rent
J135 134 B134(0+"0")=PLEASE ENTER RESPONSE
J135 166 134(1)
J135 149 134(3)
J135 160 134(4)
J135 146 134(5)
J135 147 134(K2.K3)
Q135UB 4 D11_1.AMOUNT OF RENT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ About how much rent do you pay on this home?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___.!("range",0/9999)
*******************************CALL DKDOL*************************************
J136 139 135(0+"0")
Q136T 30 DK.~DKDOL.VQ
C1 ^135
C2 8
J137 135 B136("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J137 139 136(0)
Q137B 102 D11_1FV.FREQUENCTY OF RENT
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is it paid?
/
/ ^B
J138 137 B137(0+"0")=PLEASE ENTER RESPONSE
J138 139 137(N20)
Q138U D11_1FV.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
Q139UB 6 D11_2.CURRENT VALUE OF SITE
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ Could you tell me the current value of the site? I mean, about what
/ would it bring if it were sold today?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___.!("range",0/999999)
*******************************CALL DKDOL*************************************
J140 141 139(0+"0")
Q140T 30 DK.~DKDOL.VQ
C1 ^139
C2 4
J141 139 B140("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q141B D11_3.GIFT/INHERITANCE-R PURCHASED
/ QxQ
/
/ In what month and year did you purchase the site?
/ (INTERVIEWER: IF GIFT/INHERITANCE, ASK WHEN RECEIVED.)
/
/ ^B
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
C0
C1 GIFT/INHERITANCE
C2 R PURCHASED
J142 141 B141(0+"0")=PLEASE ENTER RESPONSE
Q142UB 2 D11_3M.MONTH PURCHASED/RECEIVED
V (1/12){Nn}
Q143UB 4 D11_3Y.YEAR PURCHASE/RECEIVED
V (1896/1995){NNNN}
J144 141 B142(GQ4)+143(1995)=DATE MUST PRE-DATE DATE OF INTERVIE
/W!
*CAPI NOTE: WILL PUT GIFT/INHERITANCE . . . . . 1 ON SAME SCREEN AS DATE.
* DATE FOR D11.3 MUST PREDATE DATE OF THE INTERVIEW
Q144UB 6 D11_4.COST OF SITE
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/ How much did this site cost when you originally acquired it?
/ (INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED.)
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___.!("range",0/999999)
*******************************CALL DKDOL*************************************
J145 146 144(0+"0")
Q145T 30 DK.~DKDOL.VQ
C1 ^144
C2 4
J146 144 B145("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J146 773 144(A)
* SKIP TO Q.22
Q146U D11_5.
/
/
/ How is that?
V M!a_!
Q147UB 2 D11_6M.MONTH MOVED INTO MOBILE HOME
/
/
/ In what month and year did you move into this mobile home?
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
V (1/12){Nn}
Q148UB 4 D11_6Y.YEAR MOVED INTO MOBILE HOME
V (1896/1995){NNNN}
* SKIP TO D52
J149 789 148(A)
***************************R OWNS ONLY MOBILE HOME******************************
Q149UB 4 D12.AMOUNT OF RENT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ About how much rent do you pay on this site?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___.!("range",0/9999)
*******************************CALL DKDOL*************************************
J150 153 149(0+"0")
Q150T 30 DK.~DKDOL.VQ
C1 ^149
C2 8
J151 149 B150("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J151 153 150(0)
Q151B 102 D12F.FREQUENCY OF RENT
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is it paid?
/
/ ^B
J152 151 B151(0+"0")=PLEASE ENTER RESPONSE
J152 153 151(N20)
Q152U D12FV.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
Q153UB 6 D12_1.CURRENT VALUE OF MOBILE HOME
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ Could you tell me the current value of this mobile home?
/ I mean, about what would it bring if it were sold today?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___.!("range",0/999999)
*******************************CALL DKDOL*************************************
J154 155 153(0+"0")
Q154T 30 DK.~DKDOL.VQ
C1 ^153
C2 6
J155 153 B154("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q155B D12_2GFT.GIFT/INHERITANCE-R PURCHASED
/ QxQ
/ In what month and year did you purchase this mobile home?
/ (INTERVIEWER: IF GIFT/INHERITANCE, ASK WHEN RECEIVED.)
/
/ ^B
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
C0
C1 GIFT/INHERITANCE
C2 R PURCHASED
J156 155 B155(0+"0")=PLEASE ENTER RESPONSE
Q156UB 2 D12_2M.MONTH PURCHASED/RECEIVED
V (1/12){Nn}
Q157UB 4 D12_2Y.YEAR PURCHASE/RECEIVED
V (1896/1995){NNNN}
J158 155 B156(GQ4)+157(1995)=DATE MUST PRE-DATE DATE OF INTERVIE
/W!
*CAPI NOTE: TREAT THE SAME AS D11.3.
Q158UB 6 D12_3.COST OF MOBILE HOME?
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/ How much did this mobile home cost when you originally acquired it?
/
/ INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED.
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___.!("range",0/999999)
*******************************CALL DKDOL*************************************
J159 160 158(0+"0")
Q159T 30 DK.~DKDOL.VQ
C1 ^158
C2 6
J160 158 B159("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
* SKIP TO Q.22, PAGE D-21
J160 773 158(A)
*************************R RENTS MOBILE HOME AND SITE**************************
Q160UB 4 D13.AMOUNT OF RENT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ About how much rent do you pay on this home and site?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___.!("range",0/9999)
*******************************CALL DKDOL*************************************
J161 164 160(0+"0")
Q161T 30 DK.~DKDOL.VQ
C1 ^160
C2 8
J162 160 B161("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J162 164 161(0)
Q162B 102 D13F.FREQUENCY OF RENT
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is it paid?
/
/ ^B
J163 162 B162(0+"0")=PLEASE ENTER RESPONSE
J163 164 162(N20)
Q163U D13FV.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
Q164UB 2 D13_1M.MONTH MOVED INTO MOBILE HOME
/
/
/ In what month and year did you move into this mobile home?
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
V (1/12){Nn}
Q165UB 4 D13_1Y.YEAR MOVED INTO MOBILE HOME
V (1896/1995){NNNN}
* SKIP TO D52
J166 789 164(A)
*********************R OWNS BOTH MOBILE HOME AND SITE***************************
Q166UB 6 D14.CURRENT VALUE OF HOME AND SITE
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ Could you tell me the current value of this home and site?
/ I mean, about what would they bring if they were sold today?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___.!("range",0/999999)
*******************************CALL DKDOL*************************************
J167 168 166(0+"0")
Q167T 30 DK.~DKDOL.VQ
C1 ^166
C2 5
J168 166 B167("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q168B 98 D15.SITE AND HOME PURCHASE SEPARATELY?
/
/
/ Were the site and mobile home purchased separately?
/
/ ^B
J169 168 B168(0+"0")=PLEASE ENTER RESPONSE
J169 179 168(2.K2.K3)
Q169B D15_1.GIFT/INHERITANCE-R PURCHASE
/ QxQ
/ In what month and year did you purchase this mobile home?
/ (INTERVIEWER: IF GIFT/INHERITANCE, ASK WHEN RECEIVED.)
/
/ ^B
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
C0
C1 GIFT/INHERITANCE
C2 R PURCHASED
J170 169 B169(0+"0")=PLEASE ENTER RESPONSE
Q170UB 2 D15_1M.MONTH PURCHASED/RECEIVED
V (1/12){Nn}
Q171UB 4 D15_1Y.YEAR PURCHASED/RECEIVED
V (1896/1995){NNNN}
J172 169 B170(GQ4)+171(1995)=DATE MUST PRE-DATE DATE OF INTERVIE
/W!
*CAPI NOTE: TREAT THE SAME AS D11.3
Q172UB 6 D15_2.COST OF MOBILE HOME
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/ How much did the mobile home cost when you originally acquired it?
/
/ INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED.
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___.!("range",0/999999)
*******************************CALL DKDOL*************************************
J173 174 172(0+"0")
Q173T 30 DK.~DKDOL.VQ
C1 ^172
C2 6
J174 172 B173("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q174B D15_3.GIFT/INHERITANCE-R PURCHASED
/ QxQ
/
/ In what month and year did you purchase this site?
/ (INTERVIEWER: IF GIFT/INHERITANCE, ASK WHEN RECEIVED.)
/
/ ^B
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
C0
C1 GIFT/INHERITANCE
C2 R PURCHASED
J175 174 B174(0+"0")=PLEASE ENTER RESPONSE
Q175UB 2 D15_3M.MONTH PURCHASE/RECEIVED
V (1/12){Nn}
Q176UB 4 D15_3Y.YEAR PURCHASED/RECEIVED
V (1896/1995){NNNN}
J177 174 B175(GQ4)+176(1995)=DATE MUST PRE-DATE DATE OF INTERVIE
/W!
*CAPI NOTE: TREAT AS D11.3
Q177UB 6 D15_4.COST OF SITE
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/ How much did this site cost when you originally acquired it?
/
/ INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED.
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___.!("range",0/999999)
*******************************CALL DKDOL*************************************
J178 179 177(0+"0")
Q178T 30 DK.~DKDOL.VQ
C1 ^177
C2 6
J179 177 B178("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
* SKIP TO Q.22, PAGE D-31
J179 773 177(A)
Q179B D15_5.GIFT/INHERITANCE-R PURCHASED
/ QxQ
/
/ In what month and year did you purchase this mobile home and site?
/ (INTERVIEWER: IF GIFT/INHERITANCE, ASK WHEN RECEIVED.)
/
/ ^B
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
C0
C1 GIFT/INHERITANCE
C2 R PURCHASED
J180 179 B179(0+"0")=PLEASE ENTER RESPONSE
Q180UB 2 D15_5M.MONTH PURCHASED/RECEIVED
V (1/12){Nn}
Q181UB 4 D15_5Y.YEAR PURCHASED/RECEIVED
V (1896/1995){NNNN}
J182 179 B180(GQ4)+181(1995)=DATE MUST PRE-DATE DATE OF INTERVIE
/W!
*CAPI NOTE: TREAT AS D11.3
Q182UB 6 D15_6.COST OF HOME/SITE
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/ How much did the mobile home and site cost when you originally
/ acquired it?
/
/ INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED.
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___.!("range",0/999999)
*******************************CALL DKDOL*************************************
J183 184 182(0+"0")
Q183T 30 DK.~DKDOL.VQ
C1 ^182
C2 5
J184 182 B183("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
*SKIP TO Q.22, PAGE D-21
J184 773 182(A)
*********************OTHER HOUSING ARRANGEMENTS*********************************
Q184B D16.OWN, RENT, CONDO ASSOCIATION?
/ QxQ
/
/
/ Now I have some questions about your home.
/~IF 0A(LE1)=6AM25(N2)=
/~IF 95(1)
/ Do you own this ranch, do you pay rent, do you own it as a part of
/ a condo, co-op, townhouse association, or what?
/~ELSE 95(2)
/ Do you own this farm, do you pay rent, do you own it as a part of a
/ condo, co-op, townhouse association, or what?
/~ELSE
/ Do you own this (house and lot/apartment), do you pay rent, do you
/ own it as a part of a condo, co-op, townhouse association, or what?
/~END
/~ELSE
/~IF 95(1)
/ Do you and your family living here own this ranch, do you pay rent,
/ do you own it as a part of a condo, co-op, townhouse association,
/ or what?
/~ELSE 95(2)
/ Do you and your family living here own this farm, do you pay rent,
/ do you own it as a part of a condo, co-op, townhouse association,
/ or what?
/~ELSE
/ Do you and your family living here own this (house and lot/apartment),
/ do you pay rent, do you own it as a part of a condo, co-op, townhouse
/ association, or what?
/~END
/~END
/
/ ^B
C0
C1 Owns or is buying/land contract
C2 Pays rent
C3 Condo
C4 Co-op
C5 Townhouse Association
C6 Retirement Lifetime Tenancy
C7 Neither owns nor rents
J193 184 B184(0+"0")=PLEASE ENTER RESPONSE
J193 187 184(1.3.4.5.6)
J193 196 184(2)
J193 194 184(K2.K3)
Q193U D16_4.HOW IS HOUSING PROVIDED?
/
/
/ How is your housing provided?
V M!a_!
Q185B 98 D16_05.DO YOU OWN ANY PART?
/
/
/~IF 0A(LE1)=6AM25(N2)=
/~IF 95(1)
/ Do you own any part of this ranch?
/~ELSE 95(2)
/ Do you own any part of this farm?
/~ELSE
/ Do you own any part of this (house and lot/apartment)?
/~END
/~ELSE
/~IF 95(1/2)
/ Does anyone in your family living here own any part of this ^96(1/2)?
/~ELSE
/ Does anyone in your family living here own any part of this
/ (house and lot/apartment)?
/~END
/~END
/
/ ^B
J186 185 B185(0+"0")=PLEASE ENTER RESPONSE
J186 194 185(2.K2.K3)
Q186UB 5 D16_055.WHAT PERCENT DO YOU OWN?
/
/ IN THE FOLLOWING QUESTIONS ABOUT VALUE AND LOANS, INCLUDE ONLY
/ R'S SHARE; IF R KNOWS ONLY TOTALS FOR THE WHOLE PROPERTY, MAKE
/ NOTES WHERE APPLICABLE
/
/~IF 0A(LE1)=6AM25(N2)=
/ What percent of the property do you own?
/~ELSE
/ What percent of the property do you and your family living here own?
/~END
/
/ ^B
V !.U__.__%!(1/100)
Q187B 98 D16_1.REQUIRED TO PAY FEES?
/
/
/ Are you required to pay regular fees to an association or property
/ management group in order to live here?
/
/ ^B
* Yes. . . . . . . . . . . .(GO TO Q.16.2) . . . . . .1
* No . . . . . . . . . . . .(SKIP TO Q.16.3) . . . . .2
J188 187 B187(0+"0")=PLEASE ENTER RESPONSE
J188 192 187(A+N1)
Q188UB 5 D16_2.HOW MUCH ARE FEES?
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ How much are your fees?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___.!("range",1/99999)
*******************************CALL DKDOL*************************************
Q189T 30 DK.~DKDOL.VQ
C1 ^188
C2 8
J190 188 B189("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J190 192 189(0)
Q190B 102 D16_2F.FREQUENCY OF FEE PAYMENT
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often do you pay this amount?
/
/ ^B
J191 190 B190(0+"0")=PLEASE ENTER RESPONSE
J191 192 190(N20)
Q191U D16_2FV.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
Q192B 98 D16_3.R LIVE IN MUTIPLE HU STRUCTURE?
/ QxQ
/
/ INTERVIEWER OBSERVATION:
/
/ DOES R LIVE IN MULTIPLE HU STRUCTURE?
/ (CONFIRM WITH R IF NECESSARY)
/
/ ^B
*SKIP TO Q.18 ON YES/ Q.19 ON NO
J194 192 B192(0+"0")=PLEASE ENTER RESPONSE
J194 204 192(1)
J194 207 192(2.K2.K3)
Q194UB 2 D16_5M.MONTH MOVED INTO HOME
/
/
/ In what month and year did you move into this home?
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
V (1/12){Nn}
Q195UB 4 D16_5Y.YEAR MOVED INTO HOME
V (1898/1995){NNNN}
* SKIP TO D52
J196 301 185(2)+195(G0.K2.K3)
J196 789 195(G0.K2.K3)
*****************************R PAYS RENT***************************************
Q196UB 5 D17.AMOUNT OF RENT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/~IF 95(1/2)
/~IF 0A(LE1)=6AM25(N2)=
/ How much rent do you pay for this ^96(1/2)?
/~ELSE
/ How much rent do you or your family living here pay for this ^96(1/2)?
/~END
/~ELSE
/~IF 0A(LE1)=6AM25(N2)=
/ How much rent do you pay for this (house/apartment)?
/~ELSE
/ How much rent do you or your family living here pay for this
/ (house/apartment)?
/~END
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___.!("range",0/99999)
*******************************CALL DKDOL*************************************
J197 200 196(0+"0")
Q197T 30 DK.~DKDOL.VQ
C1 ^196
C2 8
J198 196 B197("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J198 200 197(0)
Q198B 102 D17F.FREQUENCY OF RENT
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is that amount paid?
/
/ ^B
J199 198 B198(0+"0")=PLEASE ENTER RESPONSE
J199 200 198(N20)
Q199U D17FV.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
Q200B D17_1.INCLUDE SOME OR ALL UTILITIES?
/
/
/ Does that include some or all utilities?
/
/ ^B
C0
C1 Yes, all
C2 Yes, some
C3 No
J201 200 B200(0+"0")=PLEASE ENTER RESPONSE
Q201B D17_2.FURNISHED OR UNFURNISHED?
/
/
/ Do you rent it furnished or unfurnished?
/
/ ^B
C0
C1 Furnished
C2 Partially furnished
C3 Unfurnished
J202 201 B201(0+"0")=PLEASE ENTER RESPONSE
Q202UB 2 D17_3M.MONTH MOVED IN
/
/
/~IF 95(1)
/ In what month and year did you move into this ranch?
/~ELSE 95(2)
/ In what month and year did you move into this farm?
/~ELSE
/ In what month and year did you move into this (house/apartment)?
/~END
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
V (1/12){Nn}
Q203UB 4 D17_3Y.YEAR MOVED IN
V (1896/1995){NNNN}
* SKIP TO D52
J204 789 203(A)
********************R LIVES IN MULTIPLE HU STRUCTURE****************************
Q204B D18.OWN ENTIRE BUILDING OR UNIT?
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Do you own the entire building or just your unit?
/~ELSE
/ Do you and your family living here own the entire building or
/ just your unit?
/~END
/
/ ^B
C0
C1 Entire building
C2 Just R's unit
* Entire building. . . . . .(GO TO Q.18.1) . . . . . .1
* Just R's unit. . . . . . .(SKIP TO Q.19) . . . . . .2
J205 204 B204(0+"0")=PLEASE ENTER RESPONSE
J205 207 204(2.K2.K3)
Q205UB 4 D18_1.HOW MANY UNITS IN BUILDING?
/
/
/ How many housing units are in this building?
/
/ ^B UNITS
V !.U_,___.!(2/9999)
Q206B 98 D18_2.OWN UNIT SEPARATELY FROM REST OF BUILDING?
/
/
/ Do you own your unit separately from the rest of the building?
/
/ ^B
Q207UB 8 D19.CURRENT VALUE OF HOME/PROPERTY
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/~IF 204(2).(204(1)+206(1))
/ The following questions about your home refer to your unit only.
/~ELSE 204(1)+206(N1)
/ The following questions refer to the entire building.
/~END
/ What is the current value of this (home and land/apartment/property)?
/ I mean, about what would it bring if it were sold today?
/
/ INTERVIEWER: PROPERTY REFERS TO WHATEVER PART R OWNS OF THEIR
/ HOUSE AND LOT, APARTMENT, BUILDING, FARM OR RANCH. INCLUDE THE
/ PART OF THE PROPERTY THAT R OWNS; FOR FARMS/RANCHES, INCLUDE ALL
/ OWNED LAND AND STRUCTURES.
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___,___.!("range",0/99999999)
*CAPI NOTE: TEXT FILL FOR D19 USED IF D18.1="Y"
*******************************CALL DKDOL*************************************
J208 209 207(0+"0")
Q208T 30 DK.~DKDOL.VQ
C1 ^207
C2 3
J209 207 B208("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q209B D20GFT.GIFT/INHERITANCE-R PURCHASED
/ QxQ
/
/ In what month and year did you first purchase any part of this property?
/ (INTERVIEWER: IF GIFT/INHERITANCE, ASK WHEN RECEIVED.)
/
/ ^B
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
C0
C1 GIFT/INHERITANCE
C2 R PURCHASED
J210 209 B209(0+"0")=PLEASE ENTER RESPONSE
Q210UB 2 D20M.MONTH PURCHASED/RECEIVED
V (1/12){Nn}
Q211UB 4 D20Y.YEAR PURCHASED/RECEIVED
V (1896/1995){NNNN}
J212 209 B210(GQ4)+211(1995)=DATE MUST PRE-DATE DATE OF INTERVIE
/W!
*CAPI NOTE: TREAT THE SAME AS D11.3.
Q212UB 8 D21.COST OF HOME/LAND
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/ How much did it cost when you originally acquired it?
/
/ INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED.
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___,___.!("range",0/99999999)
*******************************CALL DKDOL*************************************
J213 773 212(0+"0")
Q213T 30 DK.~DKDOL.VQ
C1 ^212
C2 4
J773 212 B213("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q773B D21_1.CHANCES OF LIVING HERE
/
/ (SHOW CARD 4)
/ We are interested in your view of the chance that you will be staying
/ at your current address for the next two years. Using any number from
/ zero to 100, where zero equals no chance and 100 equals absolutely
/ certain, what do you think the chances are that you will be living at
/ your current address two years from now?
/
/ INTERVIEWER: ROUND TO CLOSEST NUMBER DISPLAYED
/
/ ^B
C0 0. No chance
C1
C10 10.
C20 20.
C30 30.
C40 40.
C50 50. 50-50 chance
C60 60.
C70 70.
C80 80.
C90 90.
C100 100. Absolutely certain
G 1,0,10,20,30,40,50,60,70,80,90,100
J214 773 B773(1)=PLEASE ENTER RESPONSE
Q214UB 7 D22.REAL ESTATE TAXES
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/~IF 134(1)
/ What are the real estate taxes on this home and land?
/~ELSE 134(2)
/ What are the real estate taxes on this land?
/~ELSE 134(3)
/ What are the real estate taxes on this home?
/~ELSE 107(1)
/~IF 95(2)
/ What are the real estate taxes on this farm?
/~ELSE 95(1)
/ What are the real estate taxes on this ranch?
/~END
/~ELSE 107(2)
/~IF 95(1)
/ What are the real estate taxes on the part of the ranch you own?
/~ELSE 95(2)
/ What are the real estate taxes on the part of the farm you own?
/~END
/~ELSE 204(2)
/ What are the real estate taxes on this unit?
/~ELSE
/ What are the real estate taxes on this property?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",0/9999999)
*******************************CALL DKDOL*************************************
J215 218 214(0+"0")
Q215T 30 DK.~DKDOL.VQ
C1 ^214
C2 7
J216 214 B215("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J216 218 215(0)
Q216B 102 D22F.FREQUENCY OF TAXES
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often do you pay this amount?
/
/ ^B
J217 216 B216(0+"0")=PLEASE ENTER RESPONSE
J217 218 216(N20)
Q217U D22FV.
/
/ PLEASE SPECIFY
V M!a_!
Q218B D23.MORTGAGE OR LAND CONTRACT?
/ QxQ
/
/ Is there a mortgage or land contract on this (home/home and land/
/ apartment/property)? (Do not include home equity loans or lines
/ of credit.)
/
/ (IF R SAYS BOTH MORTGAGE AND LAND CONTRACT, CHOOSE MORTGAGE)
/
/ ^B
C0
C1 Yes, mortgage
C2 Yes, land contract
C3 No
J219 218 B218(0+"0")=PLEASE ENTER RESPONSE
J219 224 218(A+N1)
Q219B 98 D24.FHA OR VA?
/ QxQ
/
/ Is the first or main mortgage a federally guaranteed mortgage,
/ such as FHA or VA?
/
/ ^B
J220 219 B219(0+"0")=PLEASE ENTER RESPONSE
J220 221 219(1)
Q220B 98 D24_1.PRIVATE MORTGAGE INSURANCE?
/ QxQ
/
/ Does this mortgage carry any type of private mortgage insurance or
/ PMI against default?
/ (IF R ASKS: DO NOT INCLUDE MORTGAGE LIFE INSURANCE.)
/
/ ^B
J221 220 B220(0+"0")=PLEASE ENTER RESPONSE
J221 224 220(A)
Q221B D25.FHA, VA, OR OTHER PROGRAM?
/
/
/ Is it an FHA mortgage, a VA mortgage, or is it from some other program?
/
/ ^B
C0
C1 FHA
C2 VA
C3 Other
J222 221 B221(0+"0")=PLEASE ENTER RESPONSE
J222 223 221(N3)
Q222U D25V.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
Q223U D26.WHY CHOSEN
/
/
/ Why did you choose this type of loan?
V M!a_!
*>>>>>>>>>>>>>>>>>>>>>>>>>>BEGIN MORTGAGE LOOP<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
Q224S STEPTHRU.
C1 mortgage/land contract
C2 2nd mortgage/land contract
C3 loan
J225 224 224(1)+218(3.K2.K3)
J225 273 224(2)+218(3.K2.K3)
J225 224 224(2)+272(3)
Q225UB 2 D27M.MONTH MORTGAGE OBTAINED
/ QxQ
/
/~IF 224(L3)
/~IF 218(1).240(1)
/ About this mortgage, in what month and year did you obtain or
/ last refinance it?
/~ELSE
/ About this land contract, in what month and year did you obtain or
/ last refinance it?
/~END
/~ELSE
/ About this loan, in what month and year did you obtain or last
/ refinance it?
/~END
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
V (1/12){Nn}
Q226UB 4 D27Y.YEAR MORTGAGE OBTAINED
V (1896/1995){NNNN}
*IF D27 NE D20 OR D11.3 SKIP TO D27.2. IF D27 = D20 OR D11.3 GO TO
*27.1. DK/REF FOLLOWS THE NE PATH.
J227 230 224(3)
J227 225 B226(LQ211.LQ143)+226(G0)=REFINANCE DATE MUST BE LATER
/THAN PURCHASE DATE!
J227 225 B225(LQ210)+225(G0)+226(Q211)=REFINANCE DATE MUST BE LA
/TER THAN PURCHASE DATE!
J227 225 B225(LQ142)+225(G0)+226(Q143)=REFINANCE DATE MUST BE LA
/TER THAN PURCHASE DATE!
J227 228 226(NQ211)+211(G0)
J227 228 226(G0)+211(A+0)
J227 228 226(G0)+143(A+0)
J227 228 226(NQ143)+143(G0)
Q227B 98 D27_1.ASSUMED FROM PREVIOUS OWNER?
/
/
/
/~IF 224(1)
/~IF 218(1).240(1)
/ Was this mortgage assumed from the previous owner?
/~ELSE
/ Was this land contract assumed from the previous owner?
/~END
/~ELSE
/ Was this second mortgage assumed from the previous owner?
/~END
/
/ ^B
*(ALL SKIP TO D28)
J228 227 B227(0+"0")=PLEASE ENTER RESPONSE
J228 230 227(A)
J228 230 224(G1)
Q228B D27_2.REFINANCE OR ROLLOVER
/
/
/ Did you take out this mortgage to:
/
/ ^B
C0
C1 refinance or rollover an earlier loan,
C2 borrow additional money on your home equity,
C3 or to do both?
J229 230 228(1.K2.K3)
Q229U D27_3.
/
/
/ For what purpose was the money used?
V M!a_!
Q230UB 8 D28.AMOUNT BORROWED OR REFINANCED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ How much did you borrow or refinance?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___,___.!("range",1/99999999)
*******************************CALL DKDOL*************************************
Q231T 30 DK.~DKDOL.VQ
C1 ^230
C2 4
J232 230 B231("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q232UB 8 D29.AMOUNT STILL OWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ How much is still owed on this loan?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___,___.!("range",1/99999999)
*******************************CALL DKDOL*************************************
Q233T 30 DK.~DKDOL.VQ
C1 ^232
C2 4
J234 232 B233("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q234B D30.YEARS, PAYMENTS, NO SET #
/
/
/ How many years or payments did you agree upon when the loan was
/ taken out or refinanced?
/
/ ^B
C0
C1 ENTER NUMBER OF YEARS
C2 ENTER NUMBER OF PAYMENTS
C3 NO SET NUMBER OF YEARS OR PAYMENTS
J235 234 B234(0+"0")=PLEASE ENTER RESPONSE
J235 236 234(2)
J235 237 234(K2.K3)
J235 241 234(3)
Q235UB 2 D30YS.NUMBER OF YEARS
/
/
/ NUMBER OF YEARS: ^B
V !U__!(1/99)
J236 237 234(1)
Q236UB 3 D30PAY.NUMBER OF PAYMENTS
/
/
/ NUMBER OF PAYMENTS: ^B
V !U___!(1/999)
Q237UB 6 D31.AMOUNT OF PAYMENTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ How much are the payments?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO REGULAR PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$___,___.!("range,NT",0/999999)
J238 237 B237(GQ230)+230(G0)=PAYMENTS CANNOT BE > THAN AMOUNT BO
/RROWED/OWED!
J238 237 B237(GQ232)+232(G0)=PAYMENTS CANNOT BE > THAN AMOUNT BO
/RROWED/OWED!
*******************************CALL DKDOL*************************************
J238 241 237(0+"0").237("NT")
Q238T 30 DK.~DKDOL.VQ
C1 ^237
C2 7
J239 237 B238("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J239 241 238(0)
Q239B D31F.FREQUENCY OF PAYMENTS
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often are they due?
/
/ ^B
C0 /6 102 0
C8 Lump sum/one payment only
C11 /20 102 11
G 0,2/4,12,5,11,6,8,20
J240 239 B239(0+"0")=PLEASE ENTER RESPONSE
J240 241 239(N20)
Q240U D31FV.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
J241 245 238(G0).237(K2)
Q241UB 7 D31_1.AMOUNT OF TYPICAL PAYMENT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ What is the typical payment?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO TYPICAL PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$_,___,___.!("range,NT",0/9999999)
J242 241 B241(GQ230)+230(G0)=PAYMENTS CANNOT BE > THAN AMOUNT BO
/RROWED!
*******************************CALL DKDOL*************************************
J242 245 241(0+"0").241("NT")
Q242T 30 DK.~DKDOL.VQ
C1 ^241
C2 7
J243 241 B242("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J243 245 242(0)
Q243B D31_1F.FREQUENCY OF PAYMENT
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is it made?
/
/ ^B
C0 /6 102 0
C8 Lump sum/one payment only
C11 /20 102 11
G 0,2/4,12,5,11,6,8,20
J244 243 B243(0+"0")=PLEASE ENTER RESPONSE
J244 245 243(N20)
Q244U D31_1FV.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
J245 250 242(0)+241(A)
J245 246 237(K2)+238(0)
J245 246 224(G1)
Q245B D32.PAYMENT INCLUDE TAXES/INSURANCE?
/
/
/ Does the amount include property taxes or home owners insurance?
/ (Which?)
/
/ ^B
C0
C1 Taxes only
C2 Insurance only
C3 Both
C4 Neither
J246 245 B245(0+"0")=PLEASE ENTER RESPONSE
Q246B D33.WILL THERE BE BALLOON PAYMENT?
/ QxQ
/
/ Will the (regular) payments repay the loan completely, or will there be
/ a balance payable, or "balloon" payment, when the loan is due?
/
/ ^B
C0
C1 Repay completely
C2 Balloon
*Repay completely (SKIP TO Q.34)
*Balloon (GO TO Q.33.1)
J247 246 B246(0+"0")=PLEASE ENTER RESPONSE
J247 249 246(N2)
Q247UB 7 D33_1.AMOUNT OF BALLOON PAYMENT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ What will the balance due or balloon payment be?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",1/9999999)
*******************************CALL DKDOL*************************************
Q248T 30 DK.~DKDOL.VQ
C1 ^247
C2 4
J249 247 B248("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J249 250 234(3)
Q249B D34.AHEAD, BEHIND, OR ON SCHEDULE?
/
/
/ Are you paying off this loan ahead of schedule, behind schedule,
/ or are the payments about on schedule?
/
/ ^B
C0
C1 On schedule
C2 Ahead of schedule
C3 Behind schedule
J250 249 B249(0+"0")=PLEASE ENTER RESPONSE
J250 251 249(1)
Q250UB 4 D34_1.YEAR EXPECT TO REPAY LOAN
/
/
/ When do you expect this loan to be repaid?
/
/ ^B
/ YEAR
V (1995/2030,U2031/2050){NNNN}
Q251UB 5 D35.ANNUAL INTEREST RATE ON LOAN
/
/
/ What is the current annual rate of interest being charged on the loan?
/
/ ^B
V !.U__.__%!(0/100)
Q252B D36.INSTITUTION
/ Please look at the Institutions Card. Is the loan with any of the
/ institutions on the Institutions Card, or from someplace else?
/ (IF INSTITUTIONS CARD: Which institution?)
/ (IF SOMEPLACE ELSE: What type of institution is that?)
/
/ (INTERVIEWER: CHECK INSTITUTION CARD AND UPDATE IF A NEW INSTITUTION IS
/ MENTIONED AT THIS POINT.)
/^C2
/ ^B
C0
C1 ^45M43(1)=
C2 ^45M43(2)=
C3 ^45M43(3)=
C4 ^45M43(4)=
C5 ^45M43(5)=
C6 ^45M43(6)=
C7 OTHER
C11 COMMERCIAL BANK
C12 S&L/SAVINGS BNK
C14 FINANCE/LOAN CO
C17 INSURANCE CO
C18 MORTGAGE CO
C19 CONTRACTOR/DEVELOPER
C20 PRIOR OWNER
G 0
G '<1/6(=M43('<1/6()+45(N"<")=
G '<1/6(=0A('<0/5()=43AM45(N"<")=
G 7
G 11,12,14,17/20=0A(6.0)=43AM45(N"<")=
G E1/7,11,12,14,17/20
J253 252 B252(0+"0")=PLEASE ENTER RESPONSE
J253 253 254 M43(Q252)+45("<")
Q253B
/
/
/ INSTITUTIONS ALREADY LISTED:
/ '^45M45(N"<")31(
/
/ ENTER NAME OF NEW INSTITUTION:
/ '^E45M43(Q252)+45("<")55(
/
/
/
/
/ ^B
C1 PRESS ENTER TO CONTINUE
J254 255 252(N7)
Q254U D36V.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
J255 258 227(1)
J255 256 224(G1)
Q255B 98 D36_1.SAME INSTITUTION AS ORIG. LOAN?
/
/
/ Is this the same institution as the one from which you originally
/ took out this loan?
/
/ ^B
J256 255 B255(0+"0")=PLEASE ENTER RESPONSE
J256 258 224(1)
Q256B D37.LOAN USED TO PURCHASE HOME?
/
/
/ Was the money from this loan used for the purchase of this home
/ or for some other purpose?
/
/ ^B
C0
C1 Home purchase
C2 Home improvements
C7 Other
J257 256 B256(0+"0")=PLEASE ENTER RESPONSE
J257 258 256(N7)
Q257U D37V.PURPOSE OF LOAN
/
/
/ What other purpose?
V M!a_!
* (SKIP TO Q.39)
J258 260 224(G1)
Q258B D38.REASON CHOSE LENDER
/
/
/ (SHOW CARD 5)
/~IF 255(2)
/ What was the most important reason you chose the original lender?
/~ELSE
/ What is the most important reason you chose this lender?
/~END
/ (Was it because they were recommended to you, because they had low
/ interest rates, because of the location of their offices, because you
/ had done other business with them, because it was easier to qualify
/ for the loan, or for some other reason?)
/
/ ^B
C0
C1 Recommended
C2 Low interest
C3 Location
C4 Other business
C5 Easy to qualify
C6 Other
J259 258 B258(0+"0")=PLEASE ENTER RESPONSE
J259 260 258(N6)
Q259U D38V.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
Q260B 98 D39.ADJUSTABLE RATE LOAN?
/
/~IF 224(3)
/ Is this an adjustable rate loan; that is, does it have
/ an interest rate that can rise or fall from time to time?
/~ELSE
/ Is this an adjustable rate mortgage; that is, does it have
/ an interest rate that can rise or fall from time to time?
/~END
/
/ ^B
J261 260 B260(0+"0")=PLEASE ENTER RESPONSE
J261 272 224(1)+260(A+N1)
J261 273 224(G1)
Q261B 98 D39_1.RATE CHANGE DEPEND ON OTHER INTEREST RATE?
/
/
/ Does the change in your interest rate depend on some other interest rate?
/
/ ^B
J262 261 B261(0+"0")=PLEASE ENTER RESPONSE
J262 263 261(A+N1)
Q262U D39_1V.WHAT OTHER RATE?
/
/
/ On what other rate does it depend?
V M!a_!
Q263UB 2 D39_3.HOW OFTEN CAN RATE CHANGE?
/
/
/ How often can your interest rate change?
/
/ NUMBER OF TIMES: ^B
/
/ ^B
/
/
/ ^B
V !U__!(1/99)
J264 265 263(0)
Q264B D39_3F.FREQUENCY OF RATE CHANGE
C0 /12 102 0
C13 Every three years
C15 Continuously floating rate/whenever rate changes
C16 Per 7 years
C19 In total
C20 Other
G 0,2/4,12,5,6,13,16,15,19,20
Q265B .
C1 PRESS [ENTER] TO CONTINUE
J266 263 B264(15)+263(N1)=NUMBER OF TIMES MUST BE '1' IF 'Contin
/uously floating..'!
J266 264 B264(0+"0")=PLEASE ENTER RESPONSE
J266 267 264(N20)
Q266U D39_3FV.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
Q267B 98 D39_4.SIZE OF PAYMENTS CHANGE WITH RATE?
/ QxQ
/
/ When the interest rate on your mortgage changes, does the size of
/ your monthly payments also change?
/
/ ^B
J268 267 B267(0+"0")=PLEASE ENTER RESPONSE
Q268UB 5 D39_5.MOST RATE CAN RISE AT ONE TIME
/
/
/ What is the most the rate can rise at any one time?
/
/ (POINTS = PERCENTAGE POINTS)
/
/ IF NO LIMIT, PRESS [F6] KEY.
/
/ ^B/POINTS
V !.A__.__%!("NT",0/100)
*NO LIMIT. . . . . . . . . . . . . . . . . . . . . . . . . . . .9995
Q269UB 5 D39_6.ORIGINAL INTEREST RATE
/
/
/ What was the interest rate on this mortgage when you first got it?
/
/ ^B
V !.U__.__%!(0/100)
Q270UB 5 D39_7.HIGHEST RATE CAN GO UP
/ QxQ
/
/ What is the highest the rate can go up to over the life
/ of the loan?
/
/ INTERVIEWER: WE WANT THE HIGHEST RATE ALLOWED, NOT THE MAXIMUM
/ AMOUNT BY WHICH THE RATE COULD RISE.
/
/ ^B
V !.U__.__%!(0/100)
J271 270 B270(LQ251)+270(G0)=PERCENTAGE MUST BE >= TO CURRENT PE
/RCENTAGE!
J271 270 B270(LQ269)+270(G0)=PERCENTAGE MUST BE >= TO ORIGINAL P
/ERCENTAGE!
*ITEM 39.7 CHANGED WORDING
*CAPI NOTE: D39.7 MUST BE >=D35
Q271B 98 D39_8.CONVERTIBLE MORTGAGE?
/
/
/ Is this a convertible mortgage; that is do you have an option to
/ convert it to a mortgage with a fixed interest rate?
/
/ ^B
J272 271 B271(0+"0")=PLEASE ENTER RESPONSE
J272 273 224(G1)
Q272B D40.SECOND MORTGAGE/LAND CONTRACT?
/
/
/ Do you have a second mortgage or a land contract on this property?
/ (Please do not include any home equity lines of credit.)
/
/ INTERVIEWER:
/ A HOME EQUITY LINE OF CREDIT IS AN AGREEMENT WHERE THE R CAN BORROW
/ AT ANY TIME USING THE HOUSE AS COLLATERAL, UP TO SOME LIMIT.
/
/ A HOME EQUITY LOAN IS A FIXED LENGTH, FIXED MONTHLY PAYMENT LOAN.
/
/ ^B
C0
C1 Yes, second mortgage
C2 Yes, land contract
C3 No
J273 272 B272(0+"0")=PLEASE ENTER RESPONSE
J273 224 272(1.2)
J273 274 224(3)
Q273B 98 D40_1.OTHER LOANS W/PROPERTY AS COLLATERAL?
/ QxQ
/
/~IF 218(L3)
/ Do you have any other loans that use this property as collateral?
/~ELSE
/ Do you have any loans that use this property as collateral?
/~END
/ (Please do not include any home equity lines of credit.)
/
/ ^B
J224 274 273(2.K2.K3)
J224 273 B273(0+"0")=PLEASE ENTER RESPONSE
R224 273
*>>>>>>>>>>>>>>>>>>>>>>>>>END MORTGAGE LOOP<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
Q274B 19 D41.OWE ON OTHER LOANS FOR PROPERTY?
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/~IF 218(L3)
/ Do you owe money on any other loans used for the purchase of
/ this property, such as loans from relatives or the seller?
/~ELSE
/ Do you owe money on any loans used for the purchase of
/ this property, such as loans from relatives or the seller?
/~END
/~ELSE
/~IF 238(L3)
/ Do you and your family living here owe money on any other loans
/ used for the purchase of this property, such as loans from
/ relatives or the seller?
/~ELSE
/ Do you and your family living here owe money on any loans
/ used for the purchase of this property, such as loans from
/ relatives or the seller?
/~END
/~END
/ (Please do not include any home equity lines of credit.)
/
/ ^B
* No.(SKIP TO Q.52)
J275 274 B274(0+"0")=PLEASE ENTER RESPONSE
J275 789 274(A+N1)
Q275UB 2 D42M.MONTH LOAN TAKEN OUT
/
/
/ In what month and year was this loan taken out?
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
V (1/12){Nn}
Q276UB 4 D42Y.YEAR LOAN TAKEN OUT
V (1896/1995){NNNN}
J277 276 276(LQ211.LQ143)+276(G0)=REFINANCE DATE MUST BE LATER
/THAN PURCHASE DATE!
Q277UB 7 D43.AMOUNT BORROWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ How much was borrowed, not including finance charges?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",0/9999999)
*******************************CALL DKDOL*************************************
J278 279 277(0+"0")
Q278T 30 DK.~DKDOL.VQ
C1 ^277
C2 6
J279 277 B278("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q279B D44.REGULAR INSTALLMENT LOAN?
/
/
/ Is this a regular installment loan where you pay a fixed dollar
/ amount each month for a fixed number of months until the loan is
/ repaid, or some other kind?
/
/ ^B
C0
C1 Regular installment
C2 Other kind
J280 279 B279(0+"0")=PLEASE ENTER RESPONSE
J280 288 279(2)
Q280B 234 D45.YEARS OR PAYMENTS
/
/
/ How many monthly payments or years were agreed upon when the loan
/ was received?
/
/ ^B
J281 280 B280(0+"0")=PLEASE ENTER RESPONSE
J281 282 280(A+N1)
Q281UB 2 D45YS.NUMBER OF YEARS
/
/
/ NUMBER OF YEARS: ^B
V !U__!(1/99)
J282 283 280(N2)
Q282UB 3 D45PAY.NUMBER OF PAYMENTS
/
/
/ NUMBER OF PAYMENTS: ^B
V !U___!(1/999)
J283 284
Q283X
C1 other
C2
G 1=76(1)
G 2=76(N1)
J284 283 B283(0+"0")=PLEASE ENTER RESPONSE
J284 288 280(3)
Q284UB 5 D46.AMOUNT OF PAYMENTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ How much are the payments?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO TYPICAL PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$__,___.!("range,NT",0/99999)
*******************************CALL DKDOL*************************************
J285 288 284(0+"0").284("NT")
Q285T 30 DK.~DKDOL.VQ
C1 ^284
C2 7
J286 284 B285("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J286 288 285(0)
Q286B D46F.FREQUENCY OF PAYMENTS
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often are they made?
/
/ ^B
C0 /6 102 0
C8 Lump sum/one payment only
C11 /20 102 11
G 0,2/4,12,5,11,6,8,20
J287 286 B286(0+"0")=PLEASE ENTER RESPONSE
J287 288 286(N20)
Q287U D46FV.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
J288 292 286(G0).284(K2)
Q288UB 6 D47.AMOUNT OF TYPICAL PAYMENT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ What is the typical payment?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO TYPICAL PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$___,___.!("range,NT",0/999999)
*******************************CALL DKDOL*************************************
J289 292 288(0+"0").288("NT")
Q289T 30 DK.~DKDOL.VQ
C1 ^288
C2 7
J290 288 B289("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J290 292 289(0)
Q290B D47F.FREQUENCY OF TYPICAL PAYMENT
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is it made?
/
/ ^B
C0 /6 102 0
C8 Lump sum/one payment only
C11 /20 102 11
G 0,2/4,12,5,11,6,8,20
J291 290 B290(0+"0")=PLEASE ENTER RESPONSE
J291 292 290(N20)
Q291U D47FV.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
J292 293 288(A)
Q292B D47_1.AHEAD, BEHIND, OR ON SCHEDULE
/
/
/ Are you paying off this loan ahead of schedule, behind schedule,
/ or are the payments about on schedule?
/
/ ^B
C0
C1 On schedule
C2 Ahead of schedule
C3 Behind schedule
J293 292 B292(0+"0")=PLEASE ENTER RESPONSE
J293 297 292(1)
Q293UB 2 D48M.MONTH EXPECT TO REPAY LOAN
/
/
/ In what month and year do you expect this loan to be repaid?
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
V (1/12){Nn}
Q294UB 4 D48Y.YEAR EXPECT TO REPAY LOAN
V (1995/2030,U2031/2050){NNNN}
J295 293 B294(L1995)+294(G0)=DATE CANNOT BE IN THE PAST!
J295 293 B294(1995)+293(LQ4)+293(G0)=DATE CANNOT BE IN THE PAST!
J295 293 B294(LQ276)+294(G0)=DATE LOAN WAS TAKEN OUT MUST PRECED
/E DATE REPAID!
J295 297 292(1)
Q295UB 7 D49.AMOUNT STILL OWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ How much is still owed on this loan?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",1/9999999)
*******************************CALL DKDOL*************************************
Q296T 30 DK.~DKDOL.VQ
C1 ^295
C2 6
J297 295 B296("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q297UB 5 D50.ANNUAL INTEREST RATE
/
/
/ What is the current annual rate of interest being charged on this loan?
/
/ ^B
V !.U__.__%!(0/100)
*CAPI NOTE: FI MUST KEY THE DECIMAL POINT
Q298B D51.INSTITUTION
/
/ Please look at the Institutions Card. Is the loan with any of the
/ institutions on the Institutions Card, or from someplace else?
/
/ (IF INSTITUTIONS CARD: Which institution?)
/ (IF SOMEPLACE ELSE: What type of institution is that?)
/
/ (INTERVIEWER: CHECK INSTITUTION CARD AND UPDATE IF A NEW INSTITUTION IS
/ MENTIONED AT THIS POINT.)
/^C2
/ ^B
C0
C1 ^45M43(1)=
C2 ^45M43(2)=
C3 ^45M43(3)=
C4 ^45M43(4)=
C5 ^45M43(5)=
C6 ^45M43(6)=
C7 OTHER
C11 COMMERCIAL BANK
C12 S&L/SAVINGS BANK
C13 CREDIT UNION
C14 FINANCE/LOAN CO
G 0
G '<1/6(=M43('<1/6()+45(N"<")=
G '<1/6(=0A('<0/5()=43AM45(N"<")=
G 7
G 11/14=0A(6.0)=43AM45(N"<")=
G E1/14
J299 298 B298(0+"0")=PLEASE ENTER RESPONSE
J299 299 300 M43(Q298)+45("<")
Q299B
/
/
/ INSTITUTIONS ALREADY LISTED:
/ '^45M45(N"<")31(
/
/ ENTER NAME OF NEW INSTITUTION:
/ '^E45M43(Q298)+45("<")55(
/
/
/
/
/ ^B
C1 PRESS ENTER TO CONTINUE
J300 789 298(N7)
Q300U D51V.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
J789 301 773(A)
Q789B 773 D51_1.CHANCES STILL LIVING HERE
/
/ (SHOW CARD 4)
/ We are interested in your view of the chance that you will be staying
/ at your current address for the next two years. Using any number from
/ zero to 100, where zero equals no chance and 100 equals absolutely
/ certain, what do you think the chances are that you will be living at
/ your current address two years from now?
/
/ INTERVIEWER: ROUND TO CLOSEST NUMBER DISPLAYED
/
/ ^B
J301 789 B789(1)=PLEASE ENTER RESPONSE
Q301B 98 D52.HAVE LINES OF CREDIT?
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/~IF 107(3.4.6).134(4.5).184(2.7)
/ Do you have any lines of credit, not counting credit cards
/ or business lines of credit? Please include such lines of credit
/ even if you are not currently drawing against them.
/~ELSE
/ Do you have a home equity line of credit or any other lines of
/ credit, not counting credit cards or business lines of credit?
/ Please include such lines of credit even if you are not currently
/ drawing against them.
/~END
/~ELSE
/~IF 107(3.4.6).134(4.5).184(2.7)
/ Do you or anyone in your family living here have any lines
/ of credit, not counting credit cards or business lines of credit?
/ Please include such lines of credit even if you are not currently
/ drawing against them.
/~ELSE
/ Do you or anyone in your family living here have a home equity line
/ of credit or any other lines of credit, not counting credit cards or
/ business lines of credit? Please include such lines of credit even if
/ you are not currently drawing against them.
/~END
/~END
/
/ (IF R ASKS: A LINE OF CREDIT IS A FORMAL AGREEMENT WITH A LENDER THAT
/ ALLOWS R TO BORROW UP TO AN AGREED UPON LIMIT AND PAY IT OFF AS R DESIRES.
/ A HOME EQUITY LINE OF CREDIT IS A LINE OF CREDIT SECURED BY THE EQUITY IN
/ R'S HOME.)
/
/ ^B
* No . . . . . . . . .(SKIP TO Q.54) . . . . . . . .2
*TEXT FILL ADDED. IF D5=03, 04, 0R 06, OR IF D11 = 04 OR 05, OR IF D16 = 02
* OR 07 OMIT TEXT IN (). ELSE USE TEXT FILL INDICATED ("A HOME EQUITY LINE
*OF CREDIT OR ANY OTHER LINES OF CREDIT...").
J302 301 B301(0+"0")=PLEASE ENTER RESPONSE
J302 324 301(2.K2.K3)
Q302UB 2 D53.# OF LINES OF CREDIT
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ How many lines of credit do you have?
/~ELSE
/ How many lines of credit do you and your family living here have?
/~END
/
/ # LINES OF CREDIT: ^B
V !U__!(1/99)
*ASK D53.1 ONLY IF TEXT FILL USED IN D52
*>>>>>>>>>>>>>>>>>>>>>BEGIN LINE OF CREDIT LOOP<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
Q303S .
C1 LINE OF CREDIT #1
C2 LINE OF CREDIT #2
C3 LINE OF CREDIT #3
J304 305 107(3.4.6).134(4.5).184(2.7)
Q304B 98 D53_1.SECURED BY EQUITY IN HOME?
/ ^303
/
/~IF 302(1)
/ Is this line of credit secured by the equity in your home?
/~ELSE 303(1)
/ Is the largest line of credit secured by the equity in your home?
/~ELSE
/ Is the next line of credit secured by the equity in your home?
/~END
/
/ ^B
*ITEM D53.2 MOVED
J305 304 B304(0+"0")=PLEASE ENTER RESPONSE
Q305B 98 D53_2.BORROWING AGAINST LINE OF CREDIT?
/ ^303
/
/ Are you currently borrowing any money against this line of credit?
/
/ ^B
*Yes. . . . . . . 1 (GO TO Q.53.4)
*No. . . . . . . . . . . . . . . 2 (SKIP TO Q.53.8)
*ITEM D53.3 ADDED
J306 305 B305(0+"0")=PLEASE ENTER RESPONSE
J306 316 305(A+N1)
Q306UB 7 D53_3.AMOUNT BORROWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/ ^303
/
/ How much did you borrow the most recent time you used this line?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",0/9999999)
*******************************CALL DKDOL*************************************
J307 308 306(0+"0")
Q307T 30 DK.~DKDOL.VQ
C1 ^306
C2 6
J308 306 B307("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q308U D53_4.WHAT WAS MONEY USED FOR?
/ ^303
/
/ What was the money used for? (What was its major use?)
V M!a_!
Q309UB 7 D53_5.AMOUNT OWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ How much is currently owed?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",0/9999999)
*******************************CALL DKDOL*************************************
J310 311 309(0+"0")
Q310T 30 DK.~DKDOL.VQ
C1 ^309
C2 6
J311 309 B310("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q311UB 5 D53_6.AMOUNT OF TYPICAL PAYMENT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/ ^303
/
/ What is the typical payment?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO TYPICAL PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$__,___.!("range,NT",0/99999)
J312 311 B309(G0)+311(GQ309)=PAYMENTS MUST BE < AMOUNT OWED (^30
/9)
*******************************CALL DKDOL*************************************
J312 315 311(0+"0").311("NT")
Q312T 30 DK.~DKDOL.VQ
C1 ^311
C2 8
J313 311 B312("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J313 315 312(0)
Q313B D53_6F.FREQUENCY OF TYPICAL PAYMENT
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is it made?
/
/ ^B
C0 /6 102 0
C8 Lump sum/one payment only
C11 /20 102 11
G 0,2/4,12,5,11,6,8,20
J314 313 B313(0+"0")=PLEASE ENTER RESPONSE
J314 315 313(N20)
Q314U D53_6FV.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
Q315UB 5 D53_7.ANNUAL INTEREST RATE
/ ^303
/
/ What is the current annual rate of interest being charged on this loan?
/
/ ^B
V !.U__.__%!(0/100)
Q316B D53_8.INSTITITUTION
/^303
/
/ (Please look at the Institutions Card.) Is this line of credit with any
/ of the institutions on the Institutions Card, or from someplace else?
/ (IF INSTITUTIONS CARD: Which institution?)
/ (IF SOMEPLACE ELSE: What type of institution is that?)
/
/ (INTERVIEWER: CHECK INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS
/ MENTIONED AT THIS POINT.)
/^C2
/ ^B
C0
C1 ^45M43(1)=
C2 ^45M43(2)=
C3 ^45M43(3)=
C4 ^45M43(4)=
C5 ^45M43(5)=
C6 ^45M43(6)=
C7 OTHER
C11 COMMERCIAL BANK
C12 S&L/SAVINGS BNK
C14 FINANCE/LOAN CO
C16 BROKERAGE
G 0
G '<1/6(=M43('<1/6()+45(N"<")=
G '<1/6(=0A('<0/5()=43AM45(N"<")=
G 7
G 11,12,14,16=0A(6.0)=43AM45(N"<")=
G E1/7,11,12,14,16
J317 316 B316(0+"0")=PLEASE ENTER RESPONSE
J317 317 318 M43(Q316)+45("<")
Q317B
/ ^303
/
/ INSTITUTIONS ALREADY LISTED:
/ '^45M45(N"<")31(
/
/ ENTER NAME OF NEW INSTITUTION:
/ '^E45M43(Q316)+45("<")55(
/
/
/
/
/ ^B
C1 PRESS ENTER TO CONTINUE
J318 319 316(N7)
Q318U D53_8V.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
Q319UB 7 D53_9.MAXIMUM AMOUNT CAN BORROW
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/ ^303
/
/~IF 310(G0)
/ What is the maximum amount you could borrow on this
/ line of credit (including what you owe now)?
/~ELSE
/ What is the maximum amount you could borrow on this line of credit?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",1/9999999)
*ITEM MOVED AND CHANGED. USE TEXT FILL IF D53.3="Y"
*******************************CALL DKDOL*************************************
J320 321 319(0+"0")
Q320T 30 DK.~DKDOL.VQ
C1 ^319
C2 6
J321 319 B320("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J321 322 303(3)+302(G3)=:1:
Q321B 98 D53_10.ANOTHER LINE OF CREDIT?
/
/~IF 303(LQ302)
/ INTERVIEWER: CAN R PROVIDE INFORMATION ON ANOTHER LINE OF CREDIT?
/~ELSE
/ Is there another line of credit?
/~END
/
/ ^B
*YES.(REASK Q53.1-53.9) . . 1
*NO. . . (GO TO Q.54). . . . . . . . . . . . . . . 2
J303 321 B321(0+"0")=PLEASE ENTER RESPONSE
J303 324 321(2.K2.K3)+302(LE1)
J303 322 321(2.K2.K3)+302(G1)
R303 321
*>>>>>>>>>>>>>>>>>>>>>>>END LINE OF CREDIT LOOP<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
J322 324 321(K2.K3)
J322 322 324 321(1).303(LQ302)
Q322UB 7 D53_11.AMOUNT OWED ON REMAINING LINES OF CREDIT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ What is the total amount that you currently owe on all other
/ remaining lines of credit?
/~ELSE
/ What is the total amount that you and your family living here
/ currently owe on all other remaining lines of credit?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",0/9999999)
*******************************CALL DKDOL*************************************
J323 324 322(0+"0")
Q323T 30 DK.~DKDOL.VQ
C1 ^322
C2 6
J324 322 B323("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
*IF TEXT FILL NOT USED IN D52, SKIP TO SECTION E.
J324 367 107(3.4.6).134(4.5).184(2.7)
J324 325 256(2)=:1:
Q324B 98 D54.MADE ADDITIONS/REMODELED PROPERTY?
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Have you ever made any major additions or done extensive
/ remodeling to this property?
/~ELSE
/ Have you and your family living here ever made any major
/ additions or done extensive remodeling to this property?
/~END
/
/ ^B
* No . . . . . . . . .(SKIP TO Q.66) . . . . . . . .2
J325 324 B324(0+"0")=PLEASE ENTER RESPONSE
J325 361 324(A+N1)
Q325UB 7 D54_1.COST OF ADDITIONS/REMODELING
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ Roughly what was the total cost of all remodeling or additions
/ to this property?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",1/9999999)
*******************************CALL DKDOL*************************************
Q326T 30 DK.~DKDOL.VQ
C1 ^325
C2 5
J327 325 B326("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q327B 98 D54_2.ANY OTHER REMODELING LOANS
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ Other than what I have already recorded, do you owe any money
/ on loans taken out for these projects?
/~ELSE
/ Other than what I have already recorded, do you or your family living
/ here owe any money on loans taken out for these projects?
/~END
/
/ ^B
* No . . . . . . . . .(SKIP TO Q.66) . . . . . . . .2
*EXACTLY THE SAME SEQUENCE AS D42-D50.
J328 327 B327(0+"0")=PLEASE ENTER RESPONSE
J328 361 327(A+N1)
Q328UB 2 D55M.MONTH LOAN TAKEN OUT
/
/
/ In what month and year was the most recent loan taken out?
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
V (1/12){Nn}
Q329UB 4 D55Y.YEAR LOAN TAKEN OUT
V (1896/1995){NNNN}
J330 328 B328(GQ4)+329(1995)=DATE CANNOT BE IN THE FUTURE!
J330 328 B329(LQ211.LQ143)+329(G0)=REFINANCE DATE MUST BE LATER
/THAN PURCHASE DATE!
Q330UB 7 D56.AMOUNT BORROWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ How much was borrowed, not including finance charges?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",0/9999999)
*******************************CALL DKDOL*************************************
J331 332 330(0+"0")
Q331T 30 DK.~DKDOL.VQ
C1 ^330
C2 6
J332 330 B331("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q332B D57.REGULAR INSTALLMENT LOAN?
/
/
/ Is this a regular installment loan where you pay a fixed dollar
/ amount each month for a fixed number of months until the loan is
/ repaid, or some other kind?
/
/ ^B
C0
C1 Regular installment
C2 Other kind
J333 332 B332(0+"0")=PLEASE ENTER RESPONSE
J333 341 332(2)
Q333B 234 D58.YEARS OR PAYMENTS?
/
/
/ How many monthly payments or years were agreed upon when the loan
/ was received?
/
/ ^B
J334 333 B333(0+"0")=PLEASE ENTER RESPONSE
J334 335 333(A+N1)
Q334UB 2 D58YS.NUMBER OF YEARS
/
/
/ NUMBER OF YEARS: ^B
V !U__!(0/99)
J335 337 333(N2)
Q335UB 3 D58PAY.NUMBER OF PAYMENTS
/
/
/ NUMBER OF PAYMENTS: ^B
V !U___!(0/999)
* NO SET # . . . . . .(SKIP TO Q.60) . . .996
* DON'T KNOW . . . . .(SKIP TO Q.60) . . .998
J337 341 333(3)
Q337UB 5 D59.AMOUNT OF PAYMENTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ How much are the payments?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO REGULAR PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$__,___.!("range,NT",0/99999)
*******************************CALL DKDOL*************************************
J338 341 337(0+"0").337("NT")
Q338T 30 DK.~DKDOL.VQ
C1 ^337
C2 8
J339 337 B338("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J339 341 338(0)
Q339B D59F.FREQUENCY OF PAYMENTS
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often are they made?
/
/ ^B
C0 /6 102 0
C8 Lump sum/one payment only
C11 /20 102 11
G 0,2/4,12,5,11,6,8,20
J340 339 B339(0+"0")=PLEASE ENTER RESPONSE
J340 341 339(N20)
Q340U D59FV.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
J341 345 339(G0).337(K2)
Q341UB 6 D60.AMOUNT OF TYPICAL PAYMENT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ What is the typical payment?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO TYPICAL PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$___,___.!("range,NT",0/999999)
*******************************CALL DKDOL*************************************
J342 345 341(0+"0").341("NT")
Q342T 30 DK.~DKDOL.VQ
C1 ^341
C2 8
J343 341 B342("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J343 345 342(0)
Q343B D60F.FREQUENCY OF PAYMENTS
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is it made?
/
/ ^B
C0 /6 102 0
C8 Lump sum/one payment only
C11 /20 102 11
G 0,2/4,12,5,11,6,8,20
J344 343 B343(0+"0")=PLEASE ENTER RESPONSE
J344 345 343(N20)
Q344U D60FV.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
J345 346 341(A)
Q345B D60_1.AHEAD, BEHIND, OR ON SCHEDULE
/
/
/ Are you paying off this loan ahead of schedule, behind schedule,
/ or are the payments about on schedule?
/
/ ^B
C0
C1 On schedule
C2 Ahead of schedule
C3 Behind schedule
J346 345 B345(0+"0")=PLEASE ENTER RESPONSE
J346 350 345(1)
Q346UB 2 D61M.MONTH EXPECT TO REPAY LOAN
/
/
/ In what month and year do you expect this loan to be repaid?
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
V (1/12){Nn}
Q347UB 4 D61Y.YEAR EXPECT TO REPAY LOAN
V (1995/2030,U2031/2050){NNNN}
J348 346 347(1995)+346(G0+LQ4)=DATE MUST NOT BE IN THE PAST!
J348 347 347(LQ211.LQ143)+347(G0)=REFINANCE DATE MUST BE LATER
/THAN PURCHASE DATE!
J348 350 345(1)
Q348UB 7 D62.AMOUNT STILL OWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ How much is still owed on this loan?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",1/9999999)
*******************************CALL DKDOL*************************************
Q349T 30 DK.~DKDOL.VQ
C1 ^348
C2 6
J350 348 B349("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
*(SKIP TO Q.63)
Q350UB 5 D63.CURRENT INTEREST RATE CHARGED
/
/
/ What is the current annual rate of interest being charged on this loan?
/
/ ^B%
V !.U__.__!(0/100)
Q351B D64.INSTITUTION
/ Please look at the Institutions Card. Is the loan with any of the
/ institutions on the Institutions Card, or from someplace else?
/
/ (IF INSTITUTIONS CARD: Which institution?)
/ (IF SOMEPLACE ELSE: What type of institution is that?)
/
/ (INTERVIEWER: CHECK INSTITUTION CARD AND UPDATE IF A NEW INSTITUTION IS
/ MENTIONED AT THIS POINT.)
/^C2
/ ^B
C0
C1 ^45M43(1)=
C2 ^45M43(2)=
C3 ^45M43(3)=
C4 ^45M43(4)=
C5 ^45M43(5)=
C6 ^45M43(6)=
C7 OTHER
C11 COMMERCIAL BANK
C12 S&L/SAVINGS BNK
C13 CREDIT UNION
C14 FINANCE/LOAN CO
G 0
G '<1/6(=M43('<1/6()+45(N"<")=
G '<1/6(=0A('<0/5()=43AM45(N"<")=
G 7
G 11/14=0A(6.0)=43AM45(N"<")=
G E1/14
J352 351 B351(0+"0")=PLEASE ENTER RESPONSE
J352 352 353 M43(Q351)+45("<")
Q352B
/
/
/ INSTITUTIONS ALREADY LISTED:
/ '^45M45(N"<")31(
/
/ ENTER NAME OF NEW INSTITUTION:
/ '^E45M43(Q351)+45("<")55(
/
/
/
/
/ ^B
C1 PRESS ENTER TO CONTINUE
J353 354 351(N7)
Q353U D64V.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
Q354B 98 D65.OWE ON MORE IMPROVEMENT LOANS?
/
/
/ Do you owe money on more than one loan for home additions or
/ improvements to this property?
/
/ ^B
*No . . . . . . . . .(SKIP TO Q.66) . . . . . . . .2
J355 354 B354(0+"0")=PLEASE ENTER RESPONSE
J355 361 354(A+N1)
Q355UB 7 D65_1.AMOUNT OWED ON OTHER LOANS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ Altogether, how much is still owed on all other loans for additions
/ or improvements to this property?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",0/9999999)
*******************************CALL DKDOL*************************************
J356 357 355(0+"0")
Q356T 30 DK.~DKDOL.VQ
C1 ^355
C2 7
J357 355 B356("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q357UB 6 D65_2.AMOUNT OF PAYMENTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ Altogether, how much are the payments?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO TYPICAL PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$___,___.!("range,NT",0/999999)
*******************************CALL DKDOL*************************************
J358 361 357(0+"0").357("NT")
Q358T 30 DK.~DKDOL.VQ
C1 ^357
C2 8
J359 357 B358("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J359 361 358(0)
Q359B D65_2F.FREQUENCY OF PAYMENTS
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often are they made?
/
/ ^B
C0 /6 102 0
C8 Lump sum/one payment only
C11 /20 102 11
G 0,2/4,12,5,11,6,8,20
J360 359 B359(0+"0")=PLEASE ENTER RESPONSE
J360 361 359(N20)
Q360U D65_2FV.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
J361 362 95(1/2)=:1:
J361 362 95(N1/2)=:2:
Q361 98 D66.FARM OR RANCH?
/
/
/ INTERVIEWER: DOES R LIVE ON A RANCH OR FARM?
*Yes..(SKIP TO SECTION E)
J362 361 B361(0+"0")=PLEASE ENTER RESPONSE
J362 367 361(1)
Q362B 98 D67.RENT ANY PORTION OF HOUSE/LOT/APARTMENT?
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ Do you rent out any portion of this (house or lot/apartment/mobile
/ home/building) to others?
/~ELSE
/ Do you or anyone in your family here rent out any portion of this
/ (house or lot/apartment/mobile home/building) to others?
/~END
/
/ ^B
*No . . . . . . . . .(SKIP TO SECTION E). . . . . .2
J363 362 B362(0+"0")=PLEASE ENTER RESPONSE
J363 367 362(A+N1)
Q363UB 5 D67_1.AMOUNT OF RENT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ How much rent do you collect?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___.!("range",0/99999)
*******************************CALL DKDOL*************************************
J364 367 363(0+"0")
Q364T 30 DK.~DKDOL.VQ
C1 ^363
C2 8
J365 366 B364("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J365 367 364(0)
Q365B 102 D67_1F.FREQUENCY OF RENT
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is that amount collected?
/
/ ^B
J366 365 B365(0+"0")=PLEASE ENTER RESPONSE
J366 367 365(N20)
Q366U D67_1FV.
/
/ PLEASE SPECIFY
V M!a_!
********************************************************************************
* SECTION E: OTHER PROPERTIES,LAND CONTRACTS *
********************************************************************************
Q367B 19 E1. LOANED BUYER MONEY
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Have you ever sold any real estate for which you loaned money to
/ the buyer? Please include accepting a note, land contract, or
/ mortgage from the buyer.
/~ELSE
/ Have you or anyone in your family living here ever sold
/ any real estate for which you loaned money to the buyer?
/ Please include accepting a note, land contract, or mortgage
/ from the buyer.
/~END
/
/ ^B
V B
J368 367 B367(0+"0")=PLEASE ENTER RESPONSE
J368 401 367(A+N1)
Q368B 19 E2. BUYER STILL OWE
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Does the buyer still owe you money on any of these notes,
/ land contracts, or mortgages?
/~ELSE
/ Does the buyer still owe your family money on any
/ of these notes, land contracts, or mortgages?
/~END
/
/ ^B
J369 368 B368(0+"0")=PLEASE ENTER RESPONSE
J369 401 368(A+N1)
Q369UB 2 E2_1. HOW MANY LOANS
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Altogether, on how many such loans are you owed money?
/~ELSE
/ Altogether, on how many such loans is your family owed money?
/~END
/
/ ^B
V (1/10,U11/99){Nn}
*>>>>>>>>>>>>>>>>>>>BEGIN MORTGAGE OWED TO R LOOP<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
Q370S MORTGAGE STEP-THROUGH
C1 1
C2 2
C3 3
Q371B E3. LAND/MORTGAGE/ELSE
/~IF 370(LEQ369)
/LOAN: ^370 OF ^369
/~ELSE
/LOAN: ^370
/~END
/ QxQ
/
/~IF 369(1)+370(1)
/ About this loan, is it a land contract, a mortgage, or something else?
/~ELSE
/~IF 370(1)
/ About the largest loan, is it a land contract, a mortgage,
/~ELSE
/ About the next largest loan, is it a land contract, a mortgage,
/~END
/ or something else?
/~END
/
/ ^B
C0
C1 land contract
C2 mortgage
C3 something else
J373 371 B371(0+"0")=PLEASE ENTER RESPONSE
J372 373
Q372X
C1 land contract
C2 mortgage
C3 loan
G 1=371(1)
G 2=371(2)
G 3=371(3.K2.K3)
J373 376 371(N3)
Q373U E3V. COMMENT FOR SOMETHING ELSE
/~IF 370(LEQ369)
/LOAN: ^370 OF ^369
/~ELSE
/LOAN: ^370
/~END
/
/
/
/INTERVIEWER, ASK:
/
/ What would that be?
/
/
V M!a_!
Q374UB 8 E4. HOW MUCH OWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 370(LEQ369)
/LOAN: ^370 OF ^369
/~ELSE
/LOAN: ^370
/~END
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ How much are you owed on this note?
/~ELSE
/ How much are you and your family owed on this note?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___,___.!("range",1/99999999)
*******************************CALL DKDOL*************************************
Q375T 30 DK.~DKDOL.VQ
C1 ^374
C2 3
J376 374 B375("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J376 392 374(A)
Q376UB 2 E5M. MONTH TAKEN OUT
/~IF 370(LEQ369)
/LOAN: ^370 OF ^369
/~ELSE
/LOAN: ^370
/~END
/ QxQ
/
/
/ In what month and year was this ^372
/ taken out?
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
V (1/12){Nn}
Q377UB 4 E5Y. YEAR TAKEN OUT
V (1896/1995){NNNN}
J378 376 B376(GQ4)+377(1995)=DATE CANNOT BE IN THE FUTURE!
Q378UB 8 E6. HOW MUCH LEND
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 370(LEQ369)
/LOAN: ^370 OF ^369
/~ELSE
/LOAN: ^370
/~END
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ How much money did you lend the borrower?
/~ELSE
/ How much money did your family lend the borrower?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___,___.!("range",1/99999999)
*******************************CALL DKDOL*************************************
Q379T 30 DK.~DKDOL.VQ
C1 ^378
C2 3
J380 378 B379("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q380UB 8 E7. HOW MUCH STILL OWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 370(LEQ369)
/LOAN: ^370 OF ^369
/~ELSE
/LOAN: ^370
/~END
/ QxQ
/
/
/ How much is still owed on this ^372?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___,___.!("range",1/99999999)
*******************************CALL DKDOL*************************************
Q381T 30 DK.~DKDOL.VQ
C1 ^380
C2 3
J382 380 B381("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q382UB 7 E8. AMOUNT OF PAYMENTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 370(LEQ369)
/LOAN: ^370 OF ^369
/~ELSE
/LOAN: ^370
/~END
/ QxQ
/
/
/ How much are the ^372 payments?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO REGULAR PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$_,___,___.!("range,NT",0/9999999)
*******************************CALL DKDOL*************************************
J383 386 382(0+"0").382("NT")
Q383T 30 DK.~DKDOL.VQ
C1 ^382
C2 7
J384 382 B383("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J384 386 383(0)
Q384B E8F.FREQUENCY OF PAYMENTS
/~IF 370(LEQ369)
/LOAN: ^370 OF ^369
/~ELSE
/LOAN: ^370
/~END
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often are they due?
/
/ ^B
C0 /6 102 0
C8 Lump sum/one payment only
C11 /20 102 11
G 0,2/4,12,5,11,6,8,20
J385 384 B384(0+"0")=PLEASE ENTER RESPONSE
J385 386 384(N20)
Q385U E8FV.
/~IF 370(LEQ369)
/LOAN: ^370 OF ^369
/~ELSE
/LOAN: ^370
/~END
/
/ PLEASE SPECIFY
V M!a_!
J386 382 B379(G0)+379(LQ383)=PAYMENTS ARE GREATER THAN AMOUNT LE
/NT TO BORROWER!
J386 392 382("NT")
Q386B 234 E9. YEARS OR PAYMENTS
/~IF 370(LEQ369)
/LOAN: ^370 OF ^369
/~ELSE
/LOAN: ^370
/~END
/ QxQ
/
/
/ When the ^372 was taken out, was it agreed upon that there
/ were going to be a number of years , a number of payments ,
/ or was there no set number of years or payments?
/^C1
/ ^B
J387 386 B386(0+"0")=PLEASE ENTER RESPONSE
J387 388 386(A+N1)
Q387UB 2 E9YRS.NUMBER OF YEARS
/~IF 370(LEQ369)
/LOAN: ^370 OF ^369
/~ELSE
/LOAN: ^370
/~END
/
/
/ NUMBER OF YEARS: ^B
V !.U__.!(1/99)
J388 389 386(N2)
Q388UB 3 E9PAY.NUMBER OF PAYMENTS
/~IF 370(LEQ369)
/LOAN: ^370 OF ^369
/~ELSE
/LOAN: ^370
/~END
/
/
/ NUMBER OF PAYMENTS: ^B
V !.U___.!(1/999)
Q389B E10. PAY OFF OR BALLOON
/~IF 370(LEQ369)
/LOAN: ^370 OF ^369
/~ELSE
/LOAN: ^370
/~END
/ QxQ
/
/
/ Will the regular payments pay off the ^372
/ completely or will there be a balance payable or "balloon"
/ when the ^372 is due?
/^C1
/ ^B
C0
C1 BALANCE PAYABLE OR BALLOON
C2 REPAID COMPLETELY
J390 389 B389(0+"0")=PLEASE ENTER RESPONSE
J390 392 389(A+N1)
Q390UB 7 E10_1. BALLOON BALANCE
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 370(LEQ369)
/LOAN: ^370 OF ^369
/~ELSE
/LOAN: ^370
/~END
/ QxQ
/
/
/ What will the balance payable or balloon payment be?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",0/9999999)
J391 390 B379(G0)+390(GQ379)=:~:PAYMENT SHOULD BE LESS THAN AMOU
/NT BORROWED
*******************************CALL DKDOL*************************************
J391 392 390(0+"0")
Q391T 30 DK.~DKDOL.VQ
C1 ^390
C2 3
J392 390 B391("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q392B 19 E11. STILL OWE MONEY?
/~IF 370(LEQ369)
/LOAN: ^370 OF ^369
/~ELSE
/LOAN: ^370
/~END
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Do you still owe any money on loans for this property?
/~ELSE
/ Do you or your family living here still owe any money
/ on loans for this property?
/~END
/
/ ^B
J393 392 B392(0+"0")=PLEASE ENTER RESPONSE
J393 395 392(A+N1)
Q393UB 7 E11_1. AMOUNT STILL OWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 370(LEQ369)
/LOAN: ^370 OF ^369
/~ELSE
/LOAN: ^370
/~END
/ QxQ
/
/
/ How much do you still owe?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",0/9999999)
J394 393 B379(G0)+393(GQ379)=:~:AMOUNT OWED SHOULD BE LESS THAN
/AMOUNT BORROWED
*******************************CALL DKDOL*************************************
J394 395 393(0+"0")
Q394T 30 DK.~DKDOL.VQ
C1 ^393
C2 3
J395 393 B394("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J395 396 370(3)+369(G3)=:1:
Q395B 19 E12. ANOTHER LOAN/LAND CONTRACT?
/~IF 370(LEQ369)
/LOAN: ^370 OF ^369
/~ELSE
/LOAN: ^370
/~END
/ QxQ
/
/~IF 370(LQ369)
/ INTERVIEWER: CAN R PROVIDE INFORMATION ABOUT ANOTHER
/ LOAN/LAND CONTRACT?
/~ELSE
/ Are there any other such real estate loans or land contracts
/ where the buyer owes you money?
/~END
/
/^C1
/
/ ^B
J370 398 395(2.K2.K3)+369(L1)
J370 401 395(2.K2.K3)+369(1)
J370 396 395(2.K2.K3)+369(G1)
J370 395 B395(0+"0")=PLEASE ENTER RESPONSE
R370 395
*>>>>>>>>>>>>>>>>>>>>>>>END MORTGAGE OWED TO R LOOP<<<<<<<<<<<<<<<<<<<<<<<<<<<<
J396 401 395(K2.K3)
J396 396 401 395(1).370(LQ369)
Q396UB 9 E13. AMOUNT OWED IN REMAINING LOANS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ About how much in total is owed to you on the remaining notes,
/ land contracts, or mortgages?
/~ELSE
/ About how much in total is owed to your family on the remaining
/ notes, land contracts, or mortgages?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",0/999999999)
*******************************CALL DKDOL*************************************
J397 398 396(0+"0")
Q397T 30 DK.~DKDOL.VQ
C1 ^396
C2 3
J398 396 B397("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q398B 19 E13_1. STILL OWE ON OTHER?
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Do you still owe any money on loans for these other properties?
/~ELSE
/ Do you or your family here still owe any money on loans
/ for these other properties?
/~END
/
/ ^B
J399 398 B398(0+"0")=PLEASE ENTER RESPONSE
J399 401 398(A+N1)
Q399UB 9 E13_2. AMOUNT OWE IN REMAINING LOANS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Altogether how much do you still owe?
/~ELSE
/ Altogether how much does your family still owe?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",0/999999999)
*******************************CALL DKDOL*************************************
J400 401 399(0+"0")
Q400T 30 DK.~DKDOL.VQ
C1 ^399
C2 3
J401 399 B400("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J401 402 206(1)=:1:
Q401B 19 E14. OWN OTHER REAL ESTATE?
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Do you own any (other) real estate such as a lot, vacation home,
/ timeshare, apartment building, commercial property, or other
/ investment property, including properties owned in partnership with
/ other people?
/~ELSE
/ Do you or anyone in your family living here own any (other) real
/ estate such as a lot, vacation home, timeshare, apartment building,
/ commercial property, or other investment property, including
/ properties owned in partnership with other people?
/~END
/
/
/ ^B
J402 401 B401(0+"0")=PLEASE ENTER RESPONSE
J402 481 401(A+N1)
J402 403 206(1)=:2:
Q402B 19 E14_1. OWNED BY BUSINESS?
/ QxQ
/
/
/ Are any of these properties owned by a business?
/^C1
/
/ ^B
/
/ (IF YES, SAY: I'll ask about those properties later).
J403 402 B402(0+"0")=PLEASE ENTER RESPONSE
Q403UB 3 E15. PROPERTIES W/INTEREST IN
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ How many properties that are not owned by a business do
/ you own or have an interest in?
/~ELSE
/ How many properties that are not owned by a business do you
/ and your family living here own or have an interest in?
/~END
/~IF 206(1)
/~IF 205(1/2)
/ Earlier you told me you own your home separately from the other
/ unit you own on the property. Please include the rest of the
/ property here.
/~ELSE
/ Earlier you told me you own your home separately from the other
/ units you own on the property. Please include the rest of the
/ property here.
/~END
/~END
/
/ ^B
V (0/50,U51/999){Nnn}
J404 403 B403(0+"0")+401(1)+402(2)=R HAS OTHER REAL ESTATE THAT
/IS NOT OWNED BY BUSINESSES
J404 481 403(0+"0").403(K2)
*>>>>>>>>>>>>>>>>>>>>>>>>>>>BEGIN PROPERTY LOOP<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
Q404S PROPERTY STEP-THROUGH
C1 1
C2 2
C3 3
Q405U E16. TYPE OF PROPERTY
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/ QxQ
/
/~IF 206(1)+403(G1)+404(1)
/ I want to ask first about the property where you live.
/ In the questions that follow, please give me the amounts
/ for the building excluding your unit.
/~ELSE 206(1)+403(1)+404(1)
/ I want to ask about the property where you live.
/ In the questions that follow, please give me the amounts
/ for the building excluding your unit.
/~ELSE 206(N1)+403(G1.K2.K3)+404(1)
/ I want to ask first about the most valuable property.
/~ELSE 206(N1)+403(1)
/ About the property.....
/~ELSE 404(G1)
/ About the next most valuable property.....
/~END
/
/ What type of property is this?
/
V M!a_!
Q406B E17. OWNED BY YOU, JOINTLY, PARTNER...
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Is this property owned by you, is it owned jointly with others,
/ owned by a partnership, is it a timeshare, or what?
/~ELSE
/ Is this property owned by you and your family living here,
/ is it owned jointly with others, owned by a partnership,
/ is it a timeshare, or what?
/~END
/
/ ^B
C0
C1 OWNED BY R OR FAMILY LIVING THERE
C2 OWNED JOINTLY
C3 PARTNERSHIP
C4 REAL ESTATE INVESTMENT, TRUST
C5 TIMESHARE
C7 OTHER
J407 406 B406(0+"0")=PLEASE ENTER RESPONSE
J407 409 406(1.5)
J407 408 406(N7)
Q407U E17V. SPECIFY
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/
/
/ What would that be?
/
/
V M!a_!
Q408UB 5 E17_1. PERCENTAGE OWNED
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ What percentage of the property do you own?
/~ELSE
/ What percentage of the property do you and your family
/ living here own?
/~END
/
/ ^B
V !.U___.__%!(1/100)
Q409UB 9 E18. WORTH IF SOLD TODAY
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/ QxQ
/
/~IF 406(5)
/ How much in total is this timeshare worth?
/~ELSE
/ How much in total is this property worth?
/~END
/ I mean, what would it bring if it were sold today?
/
/~IF 406(N5)
/ INTERVIEWER: WE WANT THE TOTAL VALUE OF THE PROPERTY, NOT JUST R'S SHARE.
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q410T 30 DK.~DKDOL.VQ
C1 ^409
C2 1
J411 409 B410("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q411B E19. GIFT/INHERITANCE-R PURCHASED
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/ QxQ
/
/~IF 406(1)
/ In what month and year did you first purchase this property?
/~ELSE 406(N5)
/ In what month and year did you first purchase any part of
/ this property?
/~ELSE
/ In what month and year did you first purchase this timeshare?
/~END
/ (INTERVIEWER: IF GIFT/INHERITANCE, ASK WHEN RECEIVED.)
/
/ ^B
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
C0
C1 GIFT/INHERITANCE
C2 R PURCHASED
J412 411 B411(0+"0")=PLEASE ENTER RESPONSE
Q412UB 2 E19M.MONTH PURCHASED
V (1/12){Nn}
Q413UB 4 E19Y.YEAR PURCHASED
V (1896/1995){NNNN}
J414 412 B413(1995)+412(GQ4)=DATE MUST PRECEDE TODAYS DATE!
Q414UB 9 E20. TOTAL PURHCASE PRICE
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/ QxQ
/
/~IF 411(1)
/ What was the value of the property when received?
/~ELSE
/~IF 406(5)
/ What was the purchase price of your timeshare?
/~ELSE
/ What was the total purchase price?
/~END
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",0/999999999)
*******************************CALL DKDOL*************************************
J415 416 414(0+"0")
Q415T 30 DK.~DKDOL.VQ
C1 ^414
C2 1
J416 414 B415("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q416B 19 E21. ANY OUTSTANDING LOANS?
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/ QxQ
/
/~IF 406(5)
/ Are there any outstanding loans or mortgages on this
/ timeshare?
/~ELSE
/ Are there any outstanding loans or mortgages on this
/ property?
/~END
/
/ ^B
J417 416 B416(0+"0")=PLEASE ENTER RESPONSE
J417 444 416(A+N1)
Q417UB 2 E22. MONTH TAKEN OUT
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/ QxQ
/
/
/ In what month and year did you obtain or last refinance the loan?
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
V (1/12){Nn}
Q418UB 4 E22. YEAR TAKEN OUT
V (1896/1995){NNNN}
J419 417 B418(LQ413)+418(G0)=DATE CANNOT PRECEDE PURCHASE DATE!
J419 417 B418(Q413)+418(G0)+417(LQ412)+417(G0)=DATE CANNOT PRECE
/DE PURCHASE DATE!
Q419UB 9 E23. AMOUNT BORROWED/REFINANCED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/ QxQ
/
/~IF 406(5)
/ How much was borrowed or refinanced for your timeshare?
/~ELSE
/ In total, how much was borrowed or refinanced?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",0/999999999)
*******************************CALL DKDOL*************************************
J420 421 419(0+"0")
Q420T 30 DK.~DKDOL.VQ
C1 ^419
C2 1
J421 419 B420("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q421UB 9 E24. AMOUNT STILL OWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/ QxQ
/
/~IF 406(5)
/ How much is still owed?
/~ELSE
/ In total, how much is still owed?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",0/999999999)
*******************************CALL DKDOL*************************************
J422 423 421(0+"0")
Q422T 30 DK.~DKDOL.VQ
C1 ^421
C2 1
J423 421 B422("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
*J423 421 B422(GQ420)+420(G0)=AMOUNT OWED CANNOT EXCEED AMOUNT B
*/RROWED!
Q423B 234 E25. PAYMENTS OR YEARS?
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/ QxQ
/
/~IF 406(5)
/ How many years or what number of payments were agreed upon
/ when the loan was taken out?
/~ELSE
/ In total, how many years or what number of payments were agreed
/ upon when the loan was taken out?
/~END
/
/ ^B
J424 423 B423(0+"0")=PLEASE ENTER RESPONSE
J424 425 423(A+N1)
Q424UB 2 E25YRS. NUMBER OF YEARS
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/
/
/
/ NUMBER OF YEARS: ^B
V !.U__.!(1/99)
J425 426 423(N2)
Q425UB 3 E25PAY. NUMBER OF PAYMENTS
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/
/
/
/ NUMBER OF PAYMENTS: ^B
V !.U___.!(1/999)
J426 430 423(3)
Q426UB 7 E26. AMOUNT OF PAYMENTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/ QxQ
/
/~IF 406(5)
/ How much are the payments?
/~ELSE
/ In total, how much are the payments?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO REGULAR PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$_,___,___.!("range,NT",0/9999999)
*******************************CALL DKDOL*************************************
J427 430 426(0+"0").426("NT")
Q427T 30 DK.~DKDOL.VQ
C1 ^426
C2 6
J428 426 B427("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J428 430 427(0)
Q428B E26F.FREQUENCY OF PAYMENTS
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often are they due?
/
/ ^B
C0 /6 102 0
C8 Lump sum/one payment only
C11 /20 102 11
G 0,2/4,12,5,11,6,8,20
J429 428 B428(0+"0")=PLEASE ENTER RESPONSE
J429 430 428(N20)
Q429U E26FV.SPECIFY
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/
/ PLEASE SPECIFY
V M!a_!
J430 434 427(G0)
J430 435 426(K2)
Q430UB 7 E27. AMOUNT OF TYPICAL PAYMENT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/ QxQ
/
/
/ What is the typical payment?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO TYPICAL PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$_,___,___.!("range,NT",0/9999999)
*******************************CALL DKDOL*************************************
J431 434 430(0+"0").430("NT")
Q431T 30 DK.~DKDOL.VQ
C1 ^430
C2 6
J432 430 B431("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J432 434 431(0)
Q432B E27F.FREQUENCY OF TYPICAL PAYMENT
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is it made?
/
/ ^B
C0 /6 102 0
C8 Lump sum/one payment only
C11 /20 102 11
G 0,2/4,12,5,11,6,8,20
J433 432 B432(0+"0")=PLEASE ENTER RESPONSE
J433 434 432(N20)
Q433U E27FV.SPECIFY
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/
/ PLEASE SPECIFY
V M!a_!
J434 439 430(A+0)+431(0)
Q434B E28. INCLUDE TAXES OR INSURANCE?
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/ QxQ
/
/
/ Does this amount include property taxes or insurance?
/
/ INTERVIEWER: PROBE FOR WHICH.
/^C1
/ ^B
C0
C1 TAXES ONLY
C2 INSURANCE ONLY
C3 BOTH
C4 NEITHER
J435 434 B434(0+"0")=PLEASE ENTER RESPONSE
Q435B E29. REPAY OR BALLOON
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/ QxQ
/
/
/ Will the regular payments repay the loan completely or will there
/ be a balance payable, or "balloon" payment when the loan is due?
/
/ ^B
C0
C1 REPAY COMPLETELY
C2 BALLOON
J436 435 B435(0+"0")=PLEASE ENTER RESPONSE
J436 438 435(N2)
Q436UB 8 E29_1. AMOUNT OF BALLOON PAYMENT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/ QxQ
/
/
/ What will the balance due or balloon payment be?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___,___.!("range",1/99999999)
*******************************CALL DKDOL*************************************
Q437T 30 DK.~DKDOL.VQ
C1 ^436
C2 1
J438 436 B437("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J438 439 435(N2)+(426("NT").430("NT"))
J438 439 423(3)
Q438B E30. AHEAD, BEHIND, OR ON SCHEDULE
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/ QxQ
/
/
/ Is this loan being paid off ahead of schedule, behind
/ schedule, or are the payments about on schedule?
/^C1
/ ^B
C0
C1 ON SCHEDULE
C2 AHEAD OF SCHEDULE
C3 BEHIND SCHEDULE
J439 438 B438(0+"0")=PLEASE ENTER RESPONSE
J439 440 438(1)
Q439UB 4 E30_1. YEAR TO BE REPAID
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/ QxQ
/
/
/ When do you expect this loan to be repaid?
/
/ ^B
/ YEAR
V (1995/2030,U2031/2050){NNNN}
Q440UB 4 E31. ANNUAL INTEREST RATE
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/ QxQ
/
/
/ What is the current annual interest rate being charged
/ on the loan?
/
/ ^B
V !.U__.__%!(0/100)
Q441B 19 E32. ADJUSTABLE RATE?
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/ QxQ
/
/
/ Does this loan have an adjustable rate? That is, does it
/ have an interest rate that can rise and fall from time to time?
/^C1
/ ^B
J442 441 B441(0+"0")=PLEASE ENTER RESPONSE
Q442B E33. INSTITUTION
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/ QxQ
/ Please look at the Institutions Card. Is this loan with
/ any of the institutions on the card, or from someplace else?
/ (IF INSTITUTIONS CARD: Which institution?)
/ (IF SOMEPLACE ELSE: What type of institution is that?)
/
/ (INTERVIEWER: CHECK INSTITUTION CARD AND UPDATE IF A NEW INSTITUTION IS
/ MENTIONED AT THIS POINT.)
/^C2
/ ^B
C0
C1 ^45M43(1)=
C2 ^45M43(2)=
C3 ^45M43(3)=
C4 ^45M43(4)=
C5 ^45M43(5)=
C6 ^45M43(6)=
C7 OTHER
C11 COMMERCIAL BANK
C12 S&L/SAVINGS BNK
C14 FINANCE/LOAN CO
C17 INSURANCE CO
C18 MORTGAGE CO
C19 CONTRACTOR/DEVELOPER
C20 PRIOR OWNER
G 0
G '<1/6(=M43('<1/6()+45(N"<")=
G '<1/6(=0A('<0/5()=43AM45(N"<")=
G 7
G 11,12,14,17/20=0A(6.0)=43AM45(N"<")=
G E1/7,11,12,14,17/20
J443 442 B442(0+"0")=PLEASE ENTER RESPONSE
J443 443 444 M43(Q442)+45("<")
Q443B
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/
/ INSTITUTIONS ALREADY LISTED:
/ '^45M45(N"<")31(
/
/ ENTER NAME OF NEW INSTITUTION:
/ '^E45M43(Q442)+45("<")55(
/
/
/
/
/ ^B
C1 PRESS ENTER TO CONTINUE
J444 445 442(N7)
Q444U E33V.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
Q445B 19 E34. RECEIVE PROPERTY INCOME IN 94?
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Did you receive any income from this property in 1994?
/~ELSE
/ Did your family living here receive any income from this
/ property in 1994?
/~END
/
/ ^B
J446 445 B445(0+"0")=PLEASE ENTER RESPONSE
J446 448 445(A+N1)
Q446UB 7 E34_1. GROSS INCOME RECEIVED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ How much gross income did you receive?
/~ELSE
/ How much gross income did your family receive?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ANNUAL AMOUNT : ^B IN '94
V !.A$_,___,___.!("range",0/9999999)
*******************************CALL DKDOL*************************************
J447 448 446(0+"0")
Q447T 30 DK.~DKDOL.VQ
C1 ^446
C2 6
J448 446 B447("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J448 449 404(3)+403(G3)=:1:
Q448B 19 E35. ANOTHER PROPERTY?
/~IF 404(LEQ403)
/PROPERTY: ^404 OF ^403
/~ELSE
/PROPERTY: ^404
/~END
/
/~IF 404(LQ403)
/ INTERVIEWER: CAN R PROVIDE INFORMATION ABOUT ANOTHER PROPERTY?
/~ELSE
/ Is there another such property in which you have an interest?
/~END
/^C1
/ ^B
J404 448 B448(0+"0")=PLEASE ENTER RESPONSE
J404 450 448(2.K2.K3)+403(L1)
J404 481 448(2.K2.K3)+403(1)
J404 449 448(2.K2.K3)+403(G1)
R404 448
*>>>>>>>>>>>>>>>>>>>>>>>>>>>END PROPERTY LOOP<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
J449 481 448(K2.K3)
J449 449 481 448(1).404(LQ403)
Q449B 19 E36. VACATION HOMES?
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ About the remaining properties that you own, are any of these
/ vacation homes or land you use for recreational purposes?
/~ELSE
/ About the remaining properties that you and your family
/ living here own, are any of these vacation homes or land
/ you use for recreational purposes?
/~END
/
/ ^B
J450 449 B449(0+"0")=PLEASE ENTER RESPONSE
J450 466 449(A+N1)
Q450UB 9 E36_1. VACATION HOME WORTH
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ How much in total is your share of these vacation homes or
/ recreational property worth?
/~ELSE
/ How much in total is your family's share of these vacation
/ homes or recreational property worth?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",0/999999999)
*******************************CALL DKDOL*************************************
J451 452 450(0+"0")
Q451T 30 DK.~DKDOL.VQ
C1 ^450
C2 1
J452 450 B451("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q452B 141 E36_2.GIFT/INHERITANCE-R PURCHASED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ What was your total purchase price for these properties?
/~ELSE
/ What was your family's total purchase price for these
/ properties?
/~END
/
/ (INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED.)
/
/ ^B
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
Q453UB 7 E36_2AMT. PURCHASE PRICE OF VACATION HOME
V !.A$_,___,___.!("range",0/9999999)
*******************************CALL DKDOL*************************************
J454 455 453(0+"0")
Q454T 30 DK.~DKDOL.VQ
C1 ^453
C2 1
J455 453 B454("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q455B 19 E36_3. MORTGAGES/LOANS OUTSTANDING
/ QxQ
/
/
/ Are there any mortgages or loans outstanding against
/ these vacation homes or recreational land?
/^C1
/ ^B
J456 455 B455(0+"0")=PLEASE ENTER RESPONSE
J456 462 455(A+N1)
Q456UB 9 E36_4. AMOUNT OWED ON VACATION PROPERTY
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Altogether, about how much is owed on your share of these
/ mortgages or loans?
/~ELSE
/ Altogether, about how much is owed on your family's share
/ of these mortgages or loans?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
J457 458 456(0+"0")
Q457T 30 DK.~DKDOL.VQ
C1 ^456
C2 1
J458 456 B457("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q458UB 6 E36_5.AMOUNT OF PAYMENTS-VACATION
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/
/ How much are the payments on these loans or mortgages?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO REGULAR PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$_,___,___.!("range,NT",0/9999999)
J459 458 B456(G0)+458(GQ456)=PAYMENTS MUST BE < AMOUNT OWED
*******************************CALL DKDOL*************************************
J459 462 458(0+"0").458("NT")
Q459T 30 DK.~DKDOL.VQ
C1 ^458
C2 7
J460 458 B459("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J460 462 459(0)
Q460B E36_5F.FREQUENCY OF PAYMENTS
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is that amount paid?
/
/ ^B
C0 /6 102 0
C8 Lump sum/one payment only
C11 /20 102 11
G 0,2/4,12,5,11,6,8,20
J461 460 B460(0+"0")=PLEASE ENTER RESPONSE
J461 462 460(N20)
Q461U E36_5FV.SPECIFY
/
/ PLEASE SPECIFY
V M!a_!
Q462B 19 E36_6. RECEIVE INCOME FROM VACATION
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Did you receive any income in 1994 from renting out these
/ vacation homes or recreational land?
/~ELSE
/ Did you or your family living here receive any income in 1994
/ from renting out these vacation homes or recreational land?
/~END
/
/ ^B
J463 462 B462(0+"0")=PLEASE ENTER RESPONSE
J463 465 462(A+N1)
Q463UB 9 E36_7. AMOUNT OF INCOME FROM VACATION
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Altogether, how much gross income did you receive?
/~ELSE
/ Altogether, how much gross income did your family receive?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ANNUAL AMOUNT: ^B
V !.A$___,___,___.!("range",0/999999999)
*******************************CALL DKDOL*************************************
J464 465 463(0+"0")
Q464T 30 DK.~DKDOL.VQ
C1 ^463
C2 5
J465 463 B464("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q465B 19 E36_8. REMAINING PROPERTIES?
/ QxQ
/
/
/ Are there any remaining properties you own that you have
/ not told me details about?
/^C1
/ ^B
J466 465 B465(0+"0")=PLEASE ENTER RESPONSE
J466 481 465(2.K2.K3)
Q466UB 9 E37. REMAINING PROPERTIES WORTH
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ For the remaining properties that you own, about how much in total
/ is your share worth? I mean, what could you sell them for?
/~ELSE
/ For the remaining properties that you own, about how much
/ in total is your family's share worth? I mean, what could
/ you sell them for?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",0/999999999)
*******************************CALL DKDOL*************************************
J467 468 466(0+"0")
Q467T 30 DK.~DKDOL.VQ
C1 ^466
C2 1
J468 466 B467("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q468B 141 E37_1.PURCHASE PRICE OF PROPERTIES
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ About how much was your total purchase price for these properties?
/~ELSE
/ About how much was your family's total purchase price for these
/ properties?
/~END
/
/ (INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED.)
/
/ ^B
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
Q469UB 7 E37_1. REMAINING PURCHASE PRICE
V !.A$_,___,___.!("range",0/9999999)
*******************************CALL DKDOL*************************************
J470 471 469(0+"0")
Q470T 30 DK.~DKDOL.VQ
C1 ^469
C2 1
J471 469 B470("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q471B 19 E37_2. ANY OUTSTANDING LOANS?
/ QxQ
/
/
/ Are there mortgages or loans outstanding against these
/ properties?
/^C1
/ ^B
J472 471 B471(0+"0")=PLEASE ENTER RESPONSE
J472 478 471(A+N1)
Q472UB 9 E37_3. AMOUNT OWE ON MORTGAGES/LOANS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Altogether, about how much is owed on your share of these
/ mortgages or loans?
/~ELSE
/ Altogether, about how much is owed on your family's share of
/ these mortgages or loans?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q473T 30 DK.~DKDOL.VQ
C1 ^472
C2 1
J474 472 B473("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q474UB 7 E37_4. AMOUNT OF PAYMENTS ON MORTGAGES/LOANS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/
/ How much are the payments on these loans or mortgages?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO REGULAR PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$_,___,___.!("range,NT",0/9999999)
J475 474 B472(G0)+474(GQ472)=PAYMENTS MUST BE < AMOUNT OWED
*******************************CALL DKDOL*************************************
J475 478 474(0+"0").474("NT")
Q475T 30 DK.~DKDOL.VQ
C1 ^474
C2 6
J476 474 B475("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J476 478 475(0)
Q476B E37_4F.FREQUENCY OF PAYMENTS
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is that amount paid?
/
/ ^B
C0 /6 102 0
C8 Lump sum/one payment only
C11 /20 102 11
G 0,2/4,12,5,11,6,8,20
J477 476 B476(0+"0")=PLEASE ENTER RESPONSE
J477 478 476(N20)
Q477U E37_4FV.
/
/ PLEASE SPECIFY
V M!a_!
Q478B 19 E37_5. INCOME FROM OTHER PROPERTIES?
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Did you receive any income in 1994 from renting out any of
/ these properties?
/~ELSE
/ Did you or your family living here receive any income in 1994
/ from renting out any of these properties?
/~END
/
/ ^B
J479 478 B478(0+"0")=PLEASE ENTER RESPONSE
J479 481 478(A+N1)
Q479UB 9 E37_6. GROSS INCOME FROM OTHER PROPERTIES
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Altogether, how much gross income from these properties
/ did you receive in 1994?
/~ELSE
/ Altogether, how much gross income from these properties
/ did your family receive in 1994?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ANNUAL AMOUNT: ^B IN '94
V !.A$___,___,___.!("range",0/999999999)
*******************************CALL DKDOL*************************************
J480 481 479(0+"0")
Q480T 30 DK.~DKDOL.VQ
C1 ^479
C2 5
J481 479 B480("X")=PLEASE ENTER CORRECT AMOUNT
********************************************************************************
* SECTION F: BUSINESSES *
********************************************************************************
J481 482 98(1)=:1:
J481 482 98(N1)=:2:
Q481 F1. R OWN FARM/RANCH?
/ QxQ
/ DOES R OPERATE A FARM/RANCH BUSINESS ON THEIR PROPERTY?
/ (IF SECTION D, Q.3 WAS SKIPPED, CODE THIS QUESTION "NO")
C1 YES
C2 NO
V B
J482 484 481(2)
Q482UB 2 F2. HOW MANY FARM/RANCH?
/ QxQ
/~IF 0A(LE1)=6AM25(N2)=
/ Including your ^96(1/2) business here, in how many ^96(3/4),
/ privately-held businesses, professional practices, limited
/ partnerships, or any other types of partnership do you own
/ or share ownership in and have an active management role?
/ Do not include corporations with publicly-traded stock or any
/ property partnerships that have already been recorded earlier.
/~ELSE
/ Including your ^96(1/2) business here, in how many ^96(3/4),
/ privately-held businesses, professional practices, limited
/ partnerships, or any other types of partnership do you or your
/ family living here own or share ownership in and have an active
/ management role? Do not include corporations with publicly-traded
/ stock or any property partnerships that have already been recorded
/ earlier.
/~END
/
/ INTERVIEWER: INCLUDE THE GENERAL PARTNERS IN A LIMITED PARTNERSHIP,
/ BUT NOT THE LIMITED PARTNERS. IF R OWNS A HOLDING COMPANY OR MANAGED
/ INVESTMENTS ACCOUNTS, REPORT THE COMPONENTS SEPARATELY.
/
/
/
/ ^B NUMBER OF BUSINESSES
V (1/10,U11/99){Nn}
Q483B F2_1. INSTRUCTIONS
/ QxQ
/
/
/ I will ask you first about your ^96(1/2) business. When we talk
/ about the value of ^96(1/2) assets and liabilities here, we are referring
/ to ^96(1/2) implements, livestock, crops, etc., and operating loans other
/ than your mortgages.
/
/
/ INTERVIEWER: DO NOT INCLUDE THE VALUE OF THE PROPERTIES AND LOANS
/ ALREADY RECORDED.
/
/
/ ^B
C0 PRESS [ENTER] TO CONTINUE
J484 486 483(A)
Q484B 19 F3.OWN OR SHARE OWNERSHIP?
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Now I would like to ask you about businesses you may own. Do you
/ own or share ownership in any privately-held businesses, farms,
/ professional practices, limited partnerships or any other types of
/ partnerships? Do not include corporations with publicly-traded stock
/ or any property partnerships that have already been recorded earlier.
/~ELSE
/ Now I would like to ask you about businesses you may own. Do you and
/ your family living here own or share ownership in any privately-held
/ businesses, farms, professional practices, limited partnerships or any
/ other types of partnerships? Do not include corporations with
/ publicly-traded stock or any property partnerships that have already
/ been recorded earlier.
/~END
/
/ ^B
J485 484 B484(0+"0")=PLEASE ENTER RESPONSE
J485 484 B484(2)+402(1)=R SAID R OWNS PROPERTY THAT IS OWNED BY
/A BUSINESS IN SECTION E!
J485 556 484(2.K2.K3)
Q485B 19 F4. ACTIVE MANAGEMENT
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Do you have an active management role in any of these businesses?
/~ELSE
/ Do you or anyone in your family living here have an active management
/ role in any of these businesses?
/~END
/
/
/ INTERVIEWER: INCLUDE THE GENERAL PARTNERS IN A LIMITED PARTNERSHIP,
/ BUT NOT THE LIMITED PARTNERS. IF R OWNS A HOLDING COMPANY OR MANAGED
/ INVESTMENTS ACOUNTS, REPORT THE COMPONENTS SEPARATELY.
/^C1
/
/ ^B
J486 485 B485(0+"0")=PLEASE ENTER RESPONSE
J486 535 485(2.K2.K3)
J486 488 481(1)=:/^482:
Q486UB 2 F4_1. HOW MANY ACTIVE MANAGEMENT
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ In how many businesses do you have an active management role?
/~ELSE
/ In how many businesses do you or anyone in your family living here
/ have an active management role?
/~END
/
/
/ ^B NUMBER OF BUSINESSES
V (1/10,U11/99){Nn}
*>>>>>>>>>>>>>>>>>>>>>>>>>>>>BEGIN BUSINESS LOOP<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
Q488S BUSINESS STEP-THROUGH
C1 1
C2 2
C3 3
J489 490
Q489X
C1 it
C2 the largest business
C3 the next business
G 1=486(1)
G 2=488(1)+486(G1.0)
G 3=488(G1)+486(G1.0)
J490 491 488(1)+98(1)
Q490U F5_1. KIND OF BUSINESS
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/ QxQ
/
/
/ What kind of business is ^489?
/ That is, what does the business make or do?
/
/
V M!a_!
Q491B F6. HOW ACQUIRE BUSINESS
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/
/~IF 0A(LE1)=6AM25(N2)=
/ How did you first acquire this business; was it bought or invested
/ in, started by you, inherited, given to you, or what?
/~ELSE
/ How did you or your family living here first acquire this business;
/ was it bought or invested in, started by you, inherited, given to you,
/ or what?
/~END
/^C1
/
/ ^B
C0
C1 BOUGHT/INVEST
C2 STARTED
C3 INHERITED
C4 GIVEN
C5 OTHER
J492 491 B491(0+"0")=PLEASE ENTER RESPONSE
J492 493 491(N5)
Q492U F6V. COMMENT FOR OTHER
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/
/
/ PLEASE SPECIFY
V M!a_!
Q493UB 4 F8. YEAR BUSINESS STARTED
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/ QxQ
/
/~IF 491(2)
/ In what year did you start the business?
/~ELSE
/ In what year did you acquire the business?
/~END
/
/
/ ^B
/ YEAR
V (1896/1995){NNNN}
Q494UB 4 F9. NUMBER OF EMPLOYEES
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ How many employees does it have including you?
/~ELSE
/ How many employees does it have including you and members of your
/ family?
/~END
/
/
/ ^B
V (1/1000,U1001/9999){Nnnn}
J495 496 6(1)=:1:
J495 496 6(G1)=:2:
Q495 F9_1. CHECKPOINT
/ INTERVIEWER CHECKPOINT
C1 R LIVES ALONE
C2 ALL OTHERS
J496 500 495(1)
Q496MC F9_2. WHICH FAMILY MEMBERS WORK
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/
/
/ Which members of your family living here work in or participate in the
/ operation of the business?
/
/ INTERVIEWER: CODE ALL THAT APPLY
C1 RESPONDENT
C2 SPOUSE/PARTNER
C3 ADULT CHILD
C4 OTHER ADULT IN HOUSEHOLD
C7 OTHER
C10
G 1
G 2=M6(2)+7(2/3)+25(1)
G 3,4=M6(G0)+7(G3)+25(1)
G 7
J497 496 B0(G1)+494(1)=496U(1/7)==R SAID COMPANY ONLY HAD ONE EM
/PLOYEE!
J497 497 499 496(7)
Q497U F9_2V. COMMENT FOR OTHER
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/
/
/
/ PLEASE SPECIFY.
/
/
/
V M!a_!
J499 500 496(1)+496(N2/7)
J499 500 496(2)+496(N1+N3/7)
J499 500 496(K2.K3)
Q499UB 3 F9_3. HOW MANY HOURS
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/ QxQ
/
/
/~IF 0(1)+496(1)+496(2)=496U(3/7)=
/ Other than you ^35(1/3), how many hours does the other
/ family member work in this business in a normal week?
/~ELSE 0(G1)+496(1)+496(2)=496U(3/7)=
/ Other than you ^35(1/3), how many hours does the most
/ involved family member work in this business in a normal week?
/~ELSE 0(1)+496(1)=496U(2/7)=
/ Other than you, how many hours does the other family member work
/ in this business in a normal week?
/~ELSE 0(G1)+496(1)=496U(2/7)=
/ Other than you, how many hours does the most involved family member
/ work in this business in a normal week?
/~ELSE 0(1)=496U(2/7)=
/ How many hours does the other family member work in this business
/ in a normal week?
/~ELSE 0(G1)=496U(2/7)=
/ How many hours does the most involved family member work in this
/ business in a normal week?
/~END
/
/ ^B HOURS
V (0/84,U85/999){Nnn}
Q500B F9_4. TYPE OF CORPORATION
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/
/
/ Is it a partnership, a sole proprietorship, a subchapter S corporation,
/ another type of corporation, or what?
/^C1
/
/ ^B
C0
C1 PARTNERSHIP
C2 SOLE PROPRIETORSHIP
C3 SUBCHAPTER S
C4 OTHER CORPORATION
C5 OTHER
J501 500 B500(0+"0")=PLEASE ENTER RESPONSE
J501 502 500(N5)
Q501U F9_4V. COMMENT FOR OTHER
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/
/
/
/ PLEASE SPECIFY.
/
V M!a_!
Q502B 19 F10. USING PERSONAL ASSETS AS COLLATERAL?
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/ QxQ
/
/
/~IF 488(1)
/~IF 0A(LE1)=6AM25(N2)=
/ These next few questions are about the relationship between your
/ personal finances and the finances of your business.
/~ELSE
/ These next few questions are about the relationship between your
/ family's personal finances and the finances of your family's
/ business.
/~END
/~END
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ Are you using personal assets as collateral or did you have to
/ cosign or guarantee any loans for this business?
/~ELSE
/ Are you or your family living here using personal assets as
/ collateral or did you have to cosign or guarantee any loans for this
/ business?
/~END
/
/ ^B
J503 502 B502(0+"0")=PLEASE ENTER RESPONSE
J503 509 502(A+N1)
Q503B F10_05. COLLATERALIZE OR GUARANTEE
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/
/
/ Which of these did you do? Collateralize a loan, guarantee a loan,
/ or both?
/^C1
/
/ ^B
C0
C1 COLLATERALIZE
C2 GUARANTEE
C3 BOTH
J504 503 B503(0+"0")
Q504UB 9 F10_1. AMOUNT GUARANTEED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/ QxQ
/
/~IF 503(1)
/ How much is collateralized?
/~ELSE 503(2)
/ How much is guaranteed?
/~ELSE
/ How much is guaranteed or collateralized?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
J505 509 504(0+"0")
Q505T 30 DK.~DKDOL.VQ
C1 ^504
C2 1
J506 504 B505("X")=PLEASE ENTER CORRECT AMOUNT
********************************************************************************
J506 509 504(0)+505(0)
Q506B 19 F10_2.RECORD EARLIER?
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/ QxQ
/
/
/ Did I record this earlier?
/^C1
/
/ ^B
J507 506 B506(0+"0")=PLEASE ENTER RESPONSE
J507 509 506(A+N1)
Q507B F10_3.WHICH LOAN?
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/
/ Which loan was that?
/
/ ^B
C0
C1 Credit Card
C2 1st Mortgage
C3 2nd Mortgage
C4 Home Equity Loan
C5 Line of Credit
C6 Other Real Estate Loan
C7 Other
G 0
G 1=76(1)
G 2=224(GE1)
G 3=M224(1)+273(1)
G 4=224(3)
G 5=301(1)
G 6=274(1)
G 7
J508 507 B507(0+"0")=PLEASE ENTER RESPONSE
J508 509 507(N7)
Q508U F10_3V.
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/
/
/ PLEASE SPECIFY.
V M!a_!
Q509B 19 F11. DOES BUSINESS OWE YOU?
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/ QxQ
/
/
/~IF 0A(LE1)=6AM25(N2)=
/~IF 503(G1)
/ Other than guarantees, does the business owe you any money?
/~ELSE
/ Does the business owe you any money?
/~END
/~ELSE
/~IF 523(G1)
/ Other than guarantees, does the business owe you or your family
/ living here any money?
/~ELSE
/ Does the business owe you or your family living here any money?
/~END
/~END
/
/ ^B
J510 509 B509(0+"0")=PLEASE ENTER RESPONSE
J510 512 509(A+N1)
Q510UB 8 F11_1. AMOUNT OWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/
/
/ How much is owed?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___,___.!("range",1/99999999)
*******************************CALL DKDOL*************************************
J511 512 510(0+"0")
Q511T 30 DK.~DKDOL.VQ
C1 ^510
C2 3
J512 510 B511("X")=PLEASE ENTER CORRECT AMOUNT
********************************************************************************
Q512B 19 F12. OWE BUSINESS MONEY?
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Do you owe the business any money?
/~ELSE
/ Do you or your family living here owe the business any money?
/~END
/
/ ^B
J513 512 B512(0+"0")=PLEASE ENTER RESPONSE
J513 518 512(A+N1)
Q513UB 7 F12_1. AMOUNT OWE
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/
/
/ How much do you owe?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",1/99999999)
*******************************CALL DKDOL*************************************
J514 518 513(0+"0")
Q514T 30 DK.~DKDOL.VQ
C1 ^513
C2 3
J515 513 B514("X")=PLEASE ENTER CORRECT AMOUNT
********************************************************************************
J515 518 513(0)+514(0)
Q515B 19 F12_2. RECORD EARLIER?
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/ QxQ
/
/
/ Did I record this earlier?
/^C1
/
/ ^B
J516 515 B515(0+"0")=PLEASE ENTER RESPONSE
J516 518 515(A+N1)
Q516B 507 F12_3. WHICH LOAN?
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/
/ When was it mentioned?
/
/ ^B
J518 516 B516(0+"0")=PLEASE ENTER RESPONSE
J517 518 516(N7)
Q517U F12_3V.
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/
/
/ PLEASE SPECIFY.
V M!a_!
J518 519 500(2)
Q518UB 5 F13. WHAT PERCENT OWN
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ What percentage of the business do you own?
/~ELSE
/ What percentage of the business do you and your family
/ living here own?
/~END
/
/ ^B
V !.U___.__%!(1/100)
Q519UB 8 F14. NET WORTH OF SHARE
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/ QxQ
/
/~IF 518(100)
/ What is the net worth of this business?
/~ELSE
/ What is the net worth of your share of this business?
/~END
/ What could you sell it for?
/
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___,___.!("range",0/99999999)
*******************************CALL DKDOL*************************************
J520 521 519(0+"0")
Q520T 30 DK.~DKDOL.VQ
C1 ^519
C2 2
J521 519 B520("X")=PLEASE ENTER CORRECT AMOUNT
********************************************************************************
Q521UB 8 F15. IF SOLD, WHAT COST BASIS...
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/ QxQ
/
/
/ If you sold the business now, what would be the cost basis for tax
/ purposes of this share? (What was your original investment)?
/
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___,___.!("range",0/99999999)
*******************************CALL DKDOL*************************************
J522 523 521(0+"0")
Q522T 30 DK.~DKDOL.VQ
C1 ^521
C2 1
J523 521 B522("X")=PLEASE ENTER CORRECT AMOUNT
********************************************************************************
Q523UB 10 F16. GROSS RECEIPTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/ QxQ
/
/
/ What were the gross receipts or gross sales of the business as a whole
/ in 1994?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ANNUAL AMOUNT: ^B IN '94
V !.A$_,___,___,___.!("range",-999999999/9999999999)
*******************************CALL DKDOL*************************************
J524 525 523(0+"0")
Q524T 30 DK.~DKDOL.VQ
C1 ^523
C2 2
J525 523 B524("X")=PLEASE ENTER CORRECT AMOUNT
********************************************************************************
Q525UB 9 F17. NET INCOME
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/ QxQ
/
/
/ What was the business's total net income before taxes in 1994?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ANNUAL AMOUNT: ^B IN '94
V !.A$___,___,___.!("range",-99999999/999999999)
*******************************CALL DKDOL*************************************
J526 527 525(0+"0")
Q526T 30 DK.~DKDOL.VQ
C1 ^525
C2 3
J527 525 B526("X")=PLEASE ENTER CORRECT AMOUNT
********************************************************************************
J527 528 488(3)+486(G3)=:1:
Q527B 19 F19. ANOTHER BUSINESS?
/~IF 488(LEQ486)
/BUSINESS: ^488 OF ^486
/~ELSE
/BUSINESS: ^488
/~END
/
/~IF 488(LQ486)
/ INTERVIEWER: CAN R PROVIDE INFORMATION ABOUT ANOTHER
/ ACTIVELY MANAGED BUSINESS?
/~ELSE
/ Is there another business in which you have an active
/ management role?
/~END
/^C1
/
/ ^B
J488 527 B527(0+"0")=PLEASE ENTER RESPONSE
J488 534 527(2.K2.K3)+486(LE1)
J488 528 527(2.K2.K3)+486(G1)
R488 527
*>>>>>>>>>>>>>>>>>>>>>>>>>>>>>END BUSINESS LOOP<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
J528 534 527(K2.K3)
J528 528 534 527(1).488(LQ486)
Q528UB 9 F19_1. REMAINING BUSINESS WORTH
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/~IF 0A(LE1)=6AM25(N2)=
/~IF 0(Q486)=488+1X
/ For the remaining business you own and actively manage, what
/ could you sell your share for? (What is your share worth?)
/~ELSE
/ For the remaining businesses you own and actively manage, what
/ could you sell your share for? (What is your share worth?)
/~END
/~ELSE
/~IF 0(Q486)=488+1X
/ For the remaining business you and your family living here own
/ and actively manage, what could you sell your share for? (What is your
/ share worth?)
/~ELSE
/ For the remaining businesses you and your family living here own
/ and actively manage, what could you sell your share for? (What is your
/ share worth?)
/~END
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",0/999999999)
*******************************CALL DKDOL*************************************
J529 530 528(0+"0")
Q529T 30 DK.~DKDOL.VQ
C1 ^528
C2 1
J530 528 B529("X")=PLEASE ENTER CORRECT AMOUNT
********************************************************************************
Q530UB 9 F19_2. IF SOLD, WHAT COST BASIS...
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/
/~IF 0(Q486)=488+1X
/ If you sold this business now, what would be the cost basis for
/ tax purposes of your share? (What was your original investment?)
/~ELSE
/ If you sold these businesses now, what would be the cost basis for
/ tax purposes of your share? (What was your original investment?)
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",0/999999999)
*******************************CALL DKDOL*************************************
J531 532 530(0+"0")
Q531T 30 DK.~DKDOL.VQ
C1 ^530
C2 1
J532 530 B531("X")=PLEASE ENTER CORRECT AMOUNT
********************************************************************************
Q532UB 9 F19_3. TOTAL NET INCOME
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/~IF 0(Q486)=488+1X
/ What was the total net income you received from this business in 1994?
/~ELSE
/ What was the total net income you received from these businesses
/ in 1994?
/~END
/~ELSE
/ What was the total net income you and your family living here
/~IF 0(Q486)=488+1X
/ received from this business in 1994?
/~ELSE
/ received from these businesses in 1994?
/~END
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",-99999999/999999999)
*******************************CALL DKDOL*************************************
J533 534 532(0+"0")
Q533T 30 DK.~DKDOL.VQ
C1 ^532
C2 3
J534 532 B533("X")=PLEASE ENTER CORRECT AMOUNT
********************************************************************************
Q534B 19 F20. INTEREST IN OTHER BUSINESSES?
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ Do you own or have an interest in any other businesses or any type of
/ partnership where you do not have an active management role?
/~ELSE
/ Do you or anyone in your family living here own or have an interest
/ in any other businesses or any type of partnership where you do not
/ have an active management role?
/~END
/
/ ^B
J535 534 B534(0+"0")=PLEASE ENTER RESPONSE
J535 556 534(2.K2.K3)
Q535UB 3 F20_1. HOW MANY OWN OR SHARE
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ How many of these businesses or partnerships do you own or
/ share ownership in?
/~ELSE
/ How many of these businesses or partnerships do you and your
/ family living here own or share ownership in?
/~END
/
/ ^B
V (1/50,U51/999){Nnn}
J536 544 535(A+N1)
Q536B F20_2. SOLE, LIMITED, OTHER
/
/
/
/ Is it a sole-proprietorship, a limited partnership, another type of
/ partnership, a Subchapter S corporation, another type of corporation,
/ or what?
/^C1
/
/ ^B
C0
C1 PARTNERSHIP
C2 PROPRIETORSHIP
C3 SUBCHAPTER S
C4 OTHER CORP
C5 LIMITED PARTNERSHIP
C7 OTHER
J537 536 B536(0+"0")=PLEASE ENTER RESPONSE
J537 538 536(N7)
Q537U F20_2V. COMMENT FOR OTHER
/
/
/
/PLEASE SPECIFY.
/
V M!a_!
Q538UB 9 F20_3. WORTH OF SHARE
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ What could you sell your share for? (What is it worth?)
/~ELSE
/ What could you sell your family's share for? (What is it worth?)
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",-99999999/999999999)
*******************************CALL DKDOL*************************************
J539 540 538(0+"0")
Q539T 30 DK.~DKDOL.VQ
C1 ^538
C2 3
J540 538 B539("X")=PLEASE ENTER CORRECT AMOUNT
********************************************************************************
Q540UB 9 F20_4. IF SOLD, WHAT COST BASIS...
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/
/ If you sold this business now, what would be the cost basis for
/ tax purposes? (What was your original investment?)
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",-99999999/999999999)
*******************************CALL DKDOL*************************************
J541 542 540(0+"0")
Q541T 30 DK.~DKDOL.VQ
C1 ^540
C2 3
J542 540 B541("X")=PLEASE ENTER CORRECT AMOUNT
********************************************************************************
Q542UB 9 F20_5. TOTAL NET INCOME
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ What was the total net income you received from this business in 1994?
/~ELSE
/ What was the total net income you and your family living here
/ received from this business in 1994?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ANNUAL AMOUNT: ^B IN '94
V !.A$___,___,___.!("range",-99999999/999999999)
*******************************CALL DKDOL*************************************
J543 544 542(0+"0")
Q543T 30 DK.~DKDOL.VQ
C1 ^542
C2 4
J544 542 B543("X")=PLEASE ENTER CORRECT AMOUNT
********************************************************************************
J544 555 542(A)
Q544S TYPE OF BUSINESS STEP-THROUGH
C1 limited partnership
C2 other partnership
C3 subchapter S corporation
C4 other corporation
C5 sole proprietorship
C6 some other kind of business
J545 546 544(6)+546(5)=:1:
Q545B 19 F21. ARE ANY OF THEM...
/
/
/ (I need to know what type of businesses these are.)
/
/ Are any of them ^544?
/^C1
/
/ ^B
J544 545 B545(0+"0")=PLEASE ENTER RESPONSE
Q546UT 14 |545U(2."R")=+546
R544 546
J547 548 M544(6)+545(N1)
Q547U F21V. COMMENT FOR OTHER
/
/
/
/ What type are these businesses?
/
V M!a_!
Q548S TYPE OF BUSINESS STEP-THROUGH
C1 Limited Partnerships
C2 Other partnerships
C3 Subchapter S Corporations
C4 Other Corporations
C5 Sole Proprietorships
C6 ^547
G 1=M544(1)+545(1)
G 2=M544(2)+545(1)
G 3=M544(3)+545(1)
G 4=M544(4)+545(1)
G 5=M544(5)+545(1)
G 6=M544(6)+545(1)
Q549UB 9 F22. WORTH OF SHARE
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ What could you sell your share of all these
/ ^548 for? (What is it worth?)
/~ELSE
/ What could you sell your family's share of all these
/ ^548 for? (What is it worth?)
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",0/999999999)
*******************************CALL DKDOL*************************************
J550 551 549(0+"0")
Q550T 30 DK.~DKDOL.VQ
C1 ^549
C2 3
J551 549 B550("X")=PLEASE ENTER CORRECT AMOUNT
********************************************************************************
Q551UB 9 F23. IF SOLD, WHAT COST BASIS...
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/
/ If you sold these ^548 now, what would be the
/ cost basis for tax purposes? (What was your original investment?)
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",0/999999999)
*******************************CALL DKDOL*************************************
J552 553 551(0+"0")
Q552T 30 DK.~DKDOL.VQ
C1 ^551
C2 3
J553 551 B552("X")=PLEASE ENTER CORRECT AMOUNT
********************************************************************************
Q553UB 9 F24. TOTAL NET INCOME
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ What was the total net income you received from all such
/ ^548 in 1994?
/~ELSE
/ What was the total net income you and your family living here
/ received from all such ^548 in 1994?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ANNUAL AMOUNT: ^B IN '94
V !.A$___,___,___.!("range",-99999999/999999999)
*******************************CALL DKDOL*************************************
J554 548 553(0+"0")
Q554T 30 DK.~DKDOL.VQ
C1 ^553
C2 4
J548 553 B554("X")=PLEASE ENTER CORRECT AMOUNT
********************************************************************************
R548 554
Q555B 19 F25. EVER IN ACTIVE MANAGEMENT
/
/
/~IF 0A(LE1)=6AM25(N2)=
/~IF 535(G1)
/ Were you ever involved in the active management of the businesses?
/~ELSE
/ Were you ever involved in the active management of the business?
/~END
/~ELSE
/~IF 535(G1)
/ Were you or any of your family living here ever involved in the
/ active management of the businesses?
/~ELSE
/ Were you or any of your family living here ever involved in the
/ active management of the business?
/~END
/~END
/
/ ^B
J556 555 B555(0+"0")=PLEASE ENTER RESPONSE
********************************************************************************
* SECTION G: VEHICLES *
********************************************************************************
Q556B 19 G1. CURRENTLY LEASING CARS
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Now I'd like to get some information on your vehicles.
/
/ Some people have cars or other vehicles provided to them by a business
/ for personal and business use. Do you have any such business vehicles?
/~ELSE
/ Now I'd like to get some information on your family's vehicles.
/
/ Some people have cars or other vehicles provided to them by a business
/ for personal and business use. Do you or anyone in your family have
/ any such business vehicles?
/~END
/
/ ^B
V B
J557 559 556(2.K2.K3)
J557 556 B556(0+"0")=PLEASE ENTER RESPONSE
Q557UB 2 G1_1. NUMBER REGULARLY USED
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ How many such vehicles do you regularly use?
/~ELSE
/ How many such vehicles do you or someone in your family living here
/ regularly use?
/~END
/
/
/ ^B
V (1/5,U6/99){Nn}
Q558B 19 G1_2. ANY VEHICLES LEASED
/
/
/
/~IF 557(1)
/ Does the business lease this vehicle?
/~ELSE
/ Does the business lease any of these vehicles?
/~END
/^C1
/ ^B
J559 558 B558(0+"0")=PLEASE ENTER RESPONSE
Q559B 19 G2. YOU LEASING VEHICLES
/ QxQ
/
/~IF 556(1)
/ Other than any vehicles provided by a business...
/~END
/~IF 0A(LE1)=6AM25(N2)=
/ Are you currently leasing any cars or other vehicles?
/~ELSE
/ Are you or anyone in your family living here currently leasing
/ any cars or other vehicles?
/~END
/
/
/ ^B
J560 577 559(2.K2.K3)
J560 559 B559(0+"0")=PLEASE ENTER RESPONSE
Q560UB 2 G2_1. NUMBER PERSONAL LEASE
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ Not counting vehicles leased by a business, how many cars or other
/ vehicles do you lease?
/~ELSE
/ Not counting vehicles leased by a business, how many cars or other
/ vehicles do you and your family living here lease?
/~END
/
/
/ ^B
V (1/5,U6/99){Nn}
*>>>>>>>>>>>>>>>>>>>>>>>>>BEGIN VEHICLE LOOP 1<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
Q561S LEASE STEP-THROUGH
C1 1
C2 2
Q562UB 15 G3. MAKE OF VEHICLE
/~IF 561(LEQ560)
/LEASED VEHICLE: ^561 OF ^560
/~ELSE
/LEASED VEHICLE: ^561
/~END
/
/~IF 561(1)
/~IF 560(1)
/ What make and model is this vehicle?
/~ELSE
/ What make and model is the newest vehicle?
/~END
/~ELSE
/ What make and model is the next vehicle?
/~END
/
/ (2-WORD ANSWER. MAKE AND MODEL)
/
/
/ MAKE: ^B
/
/ MODEL: ^B
V M
Q563UB 15 G3. MODEL OF VEHICLE
V M
Q564UB 4 G4. WHAT MODEL YEAR
/~IF 561(LEQ560)
/LEASED VEHICLE: ^561 OF ^560
/~ELSE
/LEASED VEHICLE: ^561
/~END
/
/
/ What model year is it?
/
/ ^B
/ YEAR
V (1950/1996,U1900/1949){NNNN}
Q565UB 4 G5. HOW MUCH MONTHLY PAYMENTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 561(LEQ560)
/LEASED VEHICLE: ^561 OF ^560
/~ELSE
/LEASED VEHICLE: ^561
/~END
/
/
/ How much are your lease payments?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO REGULAR PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$_,___.!("range,NT",0/9999)
*******************************CALL DKDOL*************************************
J566 569 565(0+"0").565("NT")
Q566T 30 DK.~DKDOL.VQ
C1 ^565
C2 8
J567 565 B566("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J567 569 566(0)
Q567B 102 G5F.
/~IF 561(LEQ560)
/LEASED VEHICLE: ^561 OF ^560
/~ELSE
/LEASED VEHICLE: ^561
/~END
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often are they due?
/
/ ^B
J568 567 B567(0+"0")=PLEASE ENTER RESPONSE
J568 569 567(N20)
Q568U G5FV.
/
/ PLEASE SPECIFY
V M!a_!
Q569B G5_1. YEARS OR MONTHS FOR LEASE
/~IF 561(LEQ560)
/LEASED VEHICLE: ^561 OF ^560
/~ELSE
/LEASED VEHICLE: ^561
/~END
/
/
/ How many years or months was the original lease?
/^C1
/
/ ^B
C0
C1 ENTER YEARS
C2 ENTER MONTHS
J570 571 569(2.K2.K3)
J570 569 B569(0+"0")=PLEASE ENTER RESPONSE
Q570UB 2 G5_1. NUMBER OF YEARS
/~IF 561(LEQ560)
/LEASED VEHICLE: ^561 OF ^560
/~ELSE
/LEASED VEHICLE: ^561
/~END
/
/
/ How many years was the original lease?
/^C1
/
/
/ ^B
/ YEARS
V (1/5,U6/99){Nn}
J571 572 569(N2)
Q571UB 2 G5_1. NUMBER OF MONTHS
/~IF 561(LEQ560)
/LEASED VEHICLE: ^561 OF ^560
/~ELSE
/LEASED VEHICLE: ^561
/~END
/
/
/ How many months was the original lease?
/^C1
/
/ ^B
/ MONTHS
V (1/99){Nn}
J572 573 561(2)+560(G2)=:1:
Q572B 19 G6. ANOTHER VEHICLE
/~IF 561(LEQ560)
/LEASED VEHICLE: ^561 OF ^560
/~ELSE
/LEASED VEHICLE: ^561
/~END
/
/
/~IF 561(LQ560)
/ INTERVIEWER: CAN R PROVIDE INFORMATION ON ANOTHER LEASED CAR,
/ VAN, JEEP, OR OTHER VEHICLE?
/~ELSE
/~IF 0A(LE1)=4AM23(N2)=
/ Are you leasing any other cars, vans, jeeps or other such vehicles?
/~ELSE
/ Are you or your family leasing any other cars, vans, jeeps or
/ other such vehicles?
/~END
/~END
/
/
/ ^B
J561 572 B572(0+"0")=PLEASE ENTER RESPONSE
J561 577 572(2.K2.K3)+560(LE1)
J561 573 572(2.K2.K3)+560(G1)
R561 572
*>>>>>>>>>>>>>>>>>>>>>>>>>END VEHICLE LOOP 1<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
J573 577 572(K2.K3)
J573 573 577 572(1).561(LQ560)
Q573UB 4 G6_1. AMOUNT OF OTHER LEASE PAYMENTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/~IF 0(G1)=560-561
/ Altogether, about how much are the lease payments on your other
/ leased vehicles?
/~ELSE
/ Altogether, about how much are the lease payments on your other
/ leased vehicle?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO REGULAR PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$_,___.!("range,NT",0/9999)
*******************************CALL DKDOL*************************************
J574 577 573(0+"0").573("NT")
Q574T 30 DK.~DKDOL.VQ
C1 ^573
C2 8
J575 573 B574("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J575 577 574(0)
Q575B G6_1F.
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is that amount paid?
/
/ ^B
C0
C1 Day
C2 /6 102 2
G 0,1/4,12,5,11,6,20
J576 575 B575(0+"0")=PLEASE ENTER RESPONSE
J576 577 575(N20)
Q576U G6_1FV.
/
/ PLEASE SPECIFY
V M!a_!
Q577B 19 G7. OWN ANY CARS
/ QxQ
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ Do you own any cars, or any kind of truck, van or jeep-type vehicle?
/~ELSE
/ Do you or anyone in your family here own any cars, or any kind of
/ truck, van or jeep-type vehicle?
/~END
/
/ Do not include motorcyles, tractors, snow blowers, etc.,
/ or any vehicles owned by a business.
/^C1
/
/ ^B
J578 623 577(2.K2.K3)
J578 577 B577(0+"0")=PLEASE ENTER RESPONSE
Q578UB 2 G7_1. HOW MANY VEHICLES OWN
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ Altogether, how many such cars or vehicles do you own?
/~ELSE
/ Altogether, how many such cars or vehicles do you and your family
/ living here own?
/~END
/
/ ^B # OWNED VEHICLES
V (1/5,U6/99){Nn}
*>>>>>>>>>>>>>>>>>>>>>>>>>>BEGIN VEHICLE LOOP 2<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
Q579S OWN STEP-THROUGH
C1 1
C2 2
C3 3
C4 4
Q580B G8. TYPE OF VEHICLE
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/
/~IF 578(1)
/ What type of vehicle is it?
/~ELSE 578(G1.K2.K3)+579(1)
/ What type of vehicle is the newest one?
/~ELSE
/ What type of vehicle is the next one?
/~END
/
/INTERVIEWER: PROBE IF NECESSARY.
/
/ Is it a car, a van or minivan, a jeep or sport-utility vehicle,
/ a pickup, or what?
/^C1
/
/ ^B
C0
C1 Car
C2 Van/minivan
C3 Jeep/sport-utility vehicle
C4 Pickup
C5 Other
J581 580 B580(0+"0")=PLEASE ENTER RESPONSE
J581 582 580(N5)
Q581U G8V. COMMENT FOR OTHER
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q582UB 15 G9. MAKE OF VEHICLE
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/
/ What make and model is it?
/
/ (2-WORD ANSWER. MAKE AND MODEL)
/
/
/ MAKE: ^B
/
/ MODEL: ^B
V M
Q583UB 15 G9. MODEL OF VEHICLE
V M
Q584UB 4 G10. WHAT MODEL YEAR
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/
/ What model year is it?
/
/ ^B
/ YEAR
V (1950/1996,U1900/1949){NNNN}
Q585B G11. NEW OR USED
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/
/ Did you buy it new or used?
/^C1
/
/ ^B
C0
C1 New
C2 Used
J586 587 585(1)
J586 585 B585(0+"0")=PLEASE ENTER RESPONSE
Q586UB 4 G11_1. WHAT YEAR BOUGHT
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/
/ In what year did you buy it?
/
/ ^B
/ YEAR
V (1950/1995,U1900/1949){NNNN}
J587 586 B0(G1)+586(G0)=584-586=PURCHASE DATE OF USED CAR CANNOT
/ COME BEFORE MODEL YEAR!
Q587B 19 G12. MONEY STILL OWED
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/
/ Not counting any loans I've already recorded, is any money still owed
/ on loans for this ^582 ^583?
/^C1
/
/ ^B
J588 613 587(2.K2.K3)
J588 587 B587(0+"0")=PLEASE ENTER RESPONSE
Q588UB 2 G13. MONTH LOAN TAKEN OUT
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/
/ In what month and year was the loan taken out?
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
V (1/12){Nn}
Q589UB 4 G13. YEAR LOAN TAKEN OUT
V (1950/1995,U1900/1949){NNNN}
J590 588 B589(1995)+588(GQ4)=DATE MUST PRECEDE TODAY'S DATE!
Q590UB 6 G14. HOW MUCH BORROWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/
/ How much was borrowed or financed?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___.!("range",1/999999)
*******************************CALL DKDOL*************************************
Q591T 30 DK.~DKDOL.VQ
C1 ^590
C2 6
J592 590 B591("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q592B G15. REGULAR INSTALLMENT OR OTHER
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/
/ Is this a regular installment loan where you pay a fixed dollar amount
/ each month for a fixed number of months until the loan is repaid, or
/ some other kind?
/^C1
/ ^B
C0
C1 Regular Installment
C2 Other Kind
J593 600 592(2)
J593 592 B592(0+"0")=PLEASE ENTER RESPONSE
Q593B G16. AGREED TO YEARS OR PAYMENTS
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/
/ How many monthly payments or years were agreed upon when
/ the loan was received?
/^C1
/
/ ^B
C0
C1 ENTER YEARS
C2 ENTER PAYMENTS
C3 NO SET NUMBER OF YEARS OR PAYMENTS
J594 593 B593(0+"0")=PLEASE ENTER RESPONSE
J594 595 593(N1)
Q594UB 3 G16YRS. NUMBER OF YEARS
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/
/ NUMBER OF YEARS: ^B
V (1/120,U121/999){Nnn}
J595 596 593(N2)
Q595UB 3 G16PAY.
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/
/ NUMBER OF PAYMENTS: ^B
V (1/120,U121/999){Nnn}
J596 600 593(3)
Q596UB 6 G17. HOW MUCH MONTHLY PAYMENTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/
/ How much are the payments?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO REGULAR PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$___,___.!("range,NT",0/999999)
*******************************CALL DKDOL*************************************
J597 600 596(0+"0").596("NT")
Q597T 30 DK.~DKDOL.VQ
C1 ^596
C2 8
J598 596 B597("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J598 600 597(0)
Q598B 102 G17F.
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often are they made?
/
/ ^B
J599 598 B598(0+"0")=PLEASE ENTER RESPONSE
J599 600 598(N20)
Q599U G17FV.
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/ PLEASE SPECIFY
V M!a_!
J600 604 598(G0).596(K2)
Q600UB 6 G18. HOW MUCH MONTHLY PAYMENTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/
/ What is the typical payment?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO REGULAR PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$___,___.!("range,NT",0/999999)
*******************************CALL DKDOL*************************************
J601 604 600(0+"0").600("NT")
Q601T 30 DK.~DKDOL.VQ
C1 ^600
C2 8
J602 600 B601("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J602 604 601(0)
Q602B G18F.
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is it made?
/
/ ^B
C0 /6 102 0
C8 Lump sum/one payment only
C11 /20 102 11
G 0,2/4,12,5,11,6,8,20
J603 602 B602(0+"0")=PLEASE ENTER RESPONSE
J603 604 602(N20)
Q603U G18FV.
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/ PLEASE SPECIFY
V M!a_!
J604 605 600(A)
Q604B G18_1. AHEAD, BEHIND, ON SCHEDULE
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/
/ Is this loan being paid off ahead of schedule, behind schedule, or are
/ the payments about on schedule?
/^C1
/ ^B
C0
C1 On schedule
C2 Ahead of schedule
C3 Behind schedule
J605 604 B604(0+"0")=PLEASE ENTER RESPONSE
J605 609 604(1)
Q605UB 2 G19. MONTH LOAN TO BE REPAID
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/
/ In what month and year do you expect this loan to be repaid?
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
V (1/12){Nn}
Q606UB 4 G19. YEAR LOAN TO BE REPAID
V (1995/2010,U2011/2050){NNNN}
J607 605 B606(1995)+605(LQ4)+605(G0)=DATE CANNOT BE IN THE PAST!
J607 609 604(1)
Q607UB 6 G20. HOW MUCH STILL OWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/
/ How much is still owed on this loan?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___.!("range",1/999999)
*******************************CALL DKDOL*************************************
Q608T 30 DK.~DKDOL.VQ
C1 ^607
C2 6
J609 607 B608("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q609UB 4 G21. CURRENT APR
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/
/ What is the current annual rate of interest being charged on this loan?
/
/ ^B
V !.U__.__%!(0/100)
Q610B G22. LOAN INSTITUTION ON CARD
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/ Please look at the Institutions Card. Is the loan with any of the
/ institutions on the Institutions Card, or from someplace else?
/
/ (IF INSTITUTIONS CARD: Which institution?)
/ (IF SOMEPLACE ELSE: What type of institution is that?)
/
/ (INTERVIEWER: CHECK INSTITUTION CARD AND UPDATE IF A NEW INSTITUTION IS
/ MENTIONED AT THIS POINT.)
/^C2
/ ^B
C0
C1 ^45M43(1)=
C2 ^45M43(2)=
C3 ^45M43(3)=
C4 ^45M43(4)=
C5 ^45M43(5)=
C6 ^45M43(6)=
C7 OTHER
C11 COMMERCIAL BANK
C12 S&L/SAVINGS BANK
C13 CREDIT UNION
C14 FINANCE/LOAN CO
C15 DEALER
C20 PRIOR OWNER
C21 AUTO FINANCE/GMAC/FORD CREDIT
G 0
G '<1/6(=M43('<1/6()+45(N"<")=
G '<1/6(=0A('<0/5()=43AM45(N"<")=
G 7
G 11/15,20/21=0A(6.0)=43AM45(N"<")=
G E1/7,11/15,20/21
J611 610 B610(0+"0")=PLEASE ENTER RESPONSE
J611 611 612 M43(Q610)+45("<")
Q611B
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/ INSTITUTIONS ALREADY LISTED:
/ '^45M45(N"<")31(
/
/ ENTER NAME OF NEW INSTITUTION:
/ '^E45M43(Q610)+45("<")55(
/
/
/
/
/ ^B
C1 PRESS ENTER TO CONTINUE
J612 613 610(N7)
Q612U G22V.
/
/ PLEASE SPECIFY
V M!a_!
J613 614 579(4)+578(G3)=:1:
Q613B 19 G23. ANOTHER VEHICLE
/~IF 579(LEQ578)
/OWNED VEHICLE: ^579 OF ^578
/~ELSE
/OWNED VEHICLE: ^579
/~END
/
/
/~IF 579(LQ578)
/ INTERVIEWER: CAN R PROVIDE INFORMATION ON ANOTHER VEHICLE?
/~ELSE
/ Do you have any other such vehicles?
/
/ Do not include motorcyles, tractors, snow blowers, etc.,
/ or any vehicles owned by a business.
/~END
/
/
/ ^B
J579 623 613(2.K2.K3)+578(LE1)
J579 614 613(2.K2.K3)+578(G1)
J579 613 B613(0+"0")=PLEASE ENTER RESPONSE
R579 613
*>>>>>>>>>>>>>>>>>>>>>>>>END VEHICLE LOOP 2<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
J614 623 613(K2.K3)
J614 623 579(4)+578(4)
J614 614 623 613(1).579(LQ578)
Q614UB 6 G23_1. WORTH OF OTHER VEHICLES
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/~IF 0A(LE1)=6AM25(N2)=
/~IF 0(G1)=578-579
/ How much are all the other such vehicles that you own worth
/ in today's prices?
/~ELSE
/ How much is the other such vehicle that you own worth in today's
/ prices?
/~END
/~ELSE
/~IF 0(G1)=578-579
/ How much are all the other such vehicles that you and others in
/ your family living here own worth in today's prices?
/~ELSE
/ How much is the other such vehicle that you and others in your
/ family living here own worth in today's prices?
/~END
/~END
/
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___.!("range",0/999999)
*******************************CALL DKDOL*************************************
J615 616 614(0+"0")
Q615T 30 DK.~DKDOL.VQ
C1 ^614
C2 6
J616 614 B615("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q616B 19 G23_2. MONEY STILL OWED ON OTHER
/
/
/
/~IF 0(G1)=578-579
/ Not counting loans I have already recorded, is any money still owed on
/ loans for these vehicles?
/~ELSE
/ Not counting loans I have already recorded, is any money still owed on
/ a loan for this vehicle?
/~END
/^C1
/
/ ^B
J617 623 616(2.K2.K3)
J617 616 B616(0+"0")=PLEASE ENTER RESPONSE
Q617UB 5 G23_3. HOW MUCH STILL OWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/
/~IF 0(G1)=578-579
/ Altogether, about how much is still owed on these loans?
/~ELSE
/ Altogether, about how much is still owed on this loan?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___.!("range",1/99999)
*******************************CALL DKDOL*************************************
Q618T 30 DK.~DKDOL.VQ
C1 ^617
C2 6
J619 617 B618("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q619UB 6 G23_4. TOTAL MONTHLY PAYMENTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/
/~IF 0(G1)=578-579
/ How much are the total payments on these loans?
/~ELSE
/ How much are the total payments on this loan?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO TYPICAL PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$___,___.!("range,NT",0/999999)
*******************************CALL DKDOL*************************************
J620 621 619(0+"0").619("NT")
Q620T 30 DK.~DKDOL.VQ
C1 ^619
C2 8
J621 619 B620("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J621 623 620(0)
Q621B 102 G23_4F.
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is that amount paid?
/
/ ^B
J622 621 B621(0+"0")=PLEASE ENTER RESPONSE
J622 623 621(N20)
Q622U G23_4FV.
/
/ PLEASE SPECIFY
V M!a_!
Q623B 19 G25. MOTORHOME, RV....
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Do you own any other vehicles such as a motorhome, RV, motorcycle,
/ boat, or airplane?
/~ELSE
/ Do you or anyone in your family living here own any other vehicles
/ such as a motorhome, RV, motorcycle, boat, or airplane?
/~END
/
/ INTERVIEWER: DO NOT INCLUDE TRACTORS AND LAWN MOWERS
/
/ ^B
J624 666 623(2.K2.K3)
J624 623 B623(0+"0")=PLEASE ENTER RESPONSE
Q624UB 2 G25_1. HOW MANY MOTORHOME, RV, BOAT
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Altogether, how many of these other vehicles do you own?
/~ELSE
/ Altogether, how many of these other vehicles do you or someone in
/ your family living here own?
/~END
/
/ ^B
V (1/10,U11/99){Nn}
*>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>BEGIN VEHICLE LOOP 3<<<<<<<<<<<<<<<<<<<<<<<<<<<<
Q625S MOTORHOME STEP-THROUGH
C1 1
C2 2
Q626B G26. WHAT TYPE OF MOTORHOME...
/~IF 625(LEQ624)
/MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624
/~ELSE
/MOTORHOME/RV/PLANE/BOAT: ^625
/~END
/
/~IF 624(1)
/ What type of vehicle is it?
/~ELSE 624(G1)+625(1)
/ What type of vehicle is the newest one?
/~ELSE
/ What type of vehicle is the next one?
/~END
/
/
/ INTERVIEWER: PROBE IF NECESSARY.
/
/ Is it a motorhome, RV, airplane, boat, or what?
/^C1
/
/ ^B
C0
C1 Motorhome
C2 RV
C3 Airplane
C4 Boat
C5 Motorcycle
C7 Other
J627 626 B626(0+"0")=PLEASE ENTER RESPONSE
J627 628 626(N7)
Q627U G26V. COMMENT FOR OTHER
/~IF 625(LEQ624)
/MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624
/~ELSE
/MOTORHOME/RV/PLANE/BOAT: ^625
/~END
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q628UB 7 G27. HOW MUCH RV WORTH
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 625(LEQ624)
/MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624
/~ELSE
/MOTORHOME/RV/PLANE/BOAT: ^625
/~END
/
/
/~IF 626(N7)
/ About how much is this ^626 worth?
/~ELSE
/ About how much is this vehicle worth?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",0/9999999)
*******************************CALL DKDOL*************************************
J629 630 628(0+"0")
Q629T 30 DK.~DKDOL.VQ
C1 ^628
C2 6
J630 628 B629("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q630B 19 G28. MONEY STILL OWED ON RV
/~IF 625(LEQ624)
/MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624
/~ELSE
/MOTORHOME/RV/PLANE/BOAT: ^625
/~END
/
/
/ Not counting any loans that I have already recorded, is any money still
/~IF 626(N7)
/ owed on loans for this ^626?
/~ELSE
/ owed on loans for this vehicle?
/~END
/^C1
/ ^B
J631 656 630(2.K2.K3)
J631 630 B630(0+"0")=PLEASE ENTER RESPONSE
Q631UB 2 G29. MONTH LOAN TAKEN OUT
/~IF 625(LEQ624)
/MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624
/~ELSE
/MOTORHOME/RV/PLANE/BOAT: ^625
/~END
/
/
/ In what month and year was the loan taken out?
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
V (1/12){Nn}
Q632UB 4 G29. YEAR LOAN TAKEN OUT
V (1950/1995,U1900/1949){NNNN}
J633 631 B632(1995)+631(GQ4)=DATE MUST PRECEDE TODAY'S DATE!
Q633UB 6 G30. HOW MUCH FINANCED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 625(LEQ624)
/MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624
/~ELSE
/MOTORHOME/RV/PLANE/BOAT: ^625
/~END
/
/
/ How much was borrowed or financed, not counting the finance charges?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___.!("range",1/999999)
*******************************CALL DKDOL*************************************
Q634T 30 DK.~DKDOL.VQ
C1 ^633
C2 6
J635 633 B634("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q635B G31. REGULAR INSTALLMENT OR OTHER
/~IF 625(LEQ624)
/MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624
/~ELSE
/MOTORHOME/RV/PLANE/BOAT: ^625
/~END
/
/
/ Is this a regular installment loan where you pay a fixed dollar amount
/ each month for a fixed number of months until the loan is repaid, or
/ some other kind?
/^C1
/ ^B
C0
C1 Regular Installment
C2 Other Kind
J636 643 635(2)
J636 635 B635(0+"0")=PLEASE ENTER RESPONSE
Q636B 593 G32. AGREED TO YEARS OR PAYMENTS
/~IF 625(LEQ624)
/MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624
/~ELSE
/MOTORHOME/RV/PLANE/BOAT: ^625
/~END
/
/
/ How many monthly payments or years were agreed upon when
/ the loan was received?
/^C1
/
/ ^B
J637 636 B636(0+"0")=PLEASE ENTER RESPONSE
J637 638 636(N1)
Q637UB 3 G32YRS. NUMBER OF YEARS OR PAYMENTS
/~IF 625(LEQ624)
/MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624
/~ELSE
/MOTORHOME/RV/PLANE/BOAT: ^625
/~END
/
/
/ NUMBER OF YEARS: ^B
V (1/120,U121/999){Nnn}
J638 639 636(N2)
Q638UB 3 G32PAY.
/~IF 625(LEQ624)
/MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624
/~ELSE
/MOTORHOME/RV/PLANE/BOAT: ^625
/~END
/
/
/ NUMBER OF PAYMENTS: ^B
V (1/120,U121/999){Nnn}
J639 643 636(3)
Q639UB 6 G33. HOW MUCH MONTHLY PAYMENTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 625(LEQ624)
/MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624
/~ELSE
/MOTORHOME/RV/PLANE/BOAT: ^625
/~END
/
/
/ How much are the payments?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO REGULAR PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$___,___.!("range,NT",0/999999)
*******************************CALL DKDOL*************************************
J640 643 639(0+"0").639("NT")
Q640T 30 DK.~DKDOL.VQ
C1 ^639
C2 8
J641 639 B640("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J641 643 640(0)
Q641B 102 G33F.
/~IF 625(LEQ624)
/MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624
/~ELSE
/MOTORHOME/RV/PLANE/BOAT: ^625
/~END
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often are they due?
/
/ ^B
J642 641 B641(0+"0")=PLEASE ENTER RESPONSE
J642 643 641(N20)
Q642U G33FV.
/~IF 625(LEQ624)
/MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624
/~ELSE
/MOTORHOME/RV/PLANE/BOAT: ^625
/~END
/
/ PLEASE SPECIFY
V M!a_!
J643 647 641(G0).639(K2)
Q643UB 6 G34. TYPICAL MONTHLY PAYMENTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 625(LEQ624)
/MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624
/~ELSE
/MOTORHOME/RV/PLANE/BOAT: ^625
/~END
/
/
/ What is the typical payment?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO TYPICAL PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$___,___.!("range,NT",0/999999)
*******************************CALL DKDOL*************************************
J644 648 643(0+"0").643("NT")
Q644T 30 DK.~DKDOL.VQ
C1 ^643
C2 8
J645 643 B644("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J645 647 644(0)
Q645B G34F.
/~IF 625(LEQ624)
/MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624
/~ELSE
/MOTORHOME/RV/PLANE/BOAT: ^625
/~END
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is it made?
/
/ ^B
C0 /6 102 0
C8 Lump sum/one payment only
C11 /20 102 11
G 0,2/4,12,5,11,6,8,20
J646 645 B645(0+"0")=PLEASE ENTER RESPONSE
J646 647 645(N20)
Q646U G34FV.
/~IF 625(LEQ624)
/MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624
/~ELSE
/MOTORHOME/RV/PLANE/BOAT: ^625
/~END
/
/ PLEASE SPECIFY
V M!a_!
J647 648 644(A)
Q647B G34_1. AHEAD, BEHIND, ON SCHEDULE
/~IF 625(LEQ624)
/MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624
/~ELSE
/MOTORHOME/RV/PLANE/BOAT: ^625
/~END
/
/
/ Is this loan being paid off ahead of schedule, behind schedule, or are
/ the payments about on schedule?
/^C1
/ ^B
C0
C1 On schedule
C2 Ahead of schedule
C3 Behind schedule
J648 647 B647(0+"0")=PLEASE ENTER RESPONSE
J648 652 647(1)
Q648UB 2 G35. MONTH LOAN TO BE REPAID
/~IF 625(LEQ624)
/MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624
/~ELSE
/MOTORHOME/RV/PLANE/BOAT: ^625
/~END
/
/
/ In what month and year do you expect this loan to be repaid?
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
V (1/12){Nn}
Q649UB 4 G35. YEAR LOAN TO BE REPAID
V (1995/2010,U2011/2050){NNNN}
J650 648 B649(1995)+648(LQ4)+648(G0)=DATE CANNOT BE IN THE PAST!
J650 652 647(1)
Q650UB 6 G36. HOW MUCH STILL OWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 625(LEQ624)
/MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624
/~ELSE
/MOTORHOME/RV/PLANE/BOAT: ^625
/~END
/
/
/ How much is still owed on this loan?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___.!("range",0/999999)
*******************************CALL DKDOL*************************************
J651 652 650(0+"0")
Q651T 30 DK.~DKDOL.VQ
C1 ^650
C2 6
J652 650 B651("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q652UB 4 G37. CURRENT APR
/~IF 625(LEQ624)
/MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624
/~ELSE
/MOTORHOME/RV/PLANE/BOAT: ^625
/~END
/
/
/ What is the current annual rate of interest being charged on this loan?
/
/ ^B
V !.U__.__%!(0/100)
Q653B G38. LOAN INSTITUTION ON CARD
/~IF 625(LEQ624)
/MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624
/~ELSE
/MOTORHOME/RV/PLANE/BOAT: ^625
/~END
/
/ Please look at the Institutions Card. Is the loan with any of the
/ institutions on the Institutions Card, or from someplace else?
/
/ (IF INSTITUTIONS CARD: Which institution?)
/ (IF SOMEPLACE ELSE: What type of institution is that?)
/
/ (INTERVIEWER: CHECK INSTITUTION CARD AND UPDATE IF A NEW INSTITUTION IS
/ MENTIONED AT THIS POINT.)
/^C2
/ ^B
C0
C1 ^45M43(1)=
C2 ^45M43(2)=
C3 ^45M43(3)=
C4 ^45M43(4)=
C5 ^45M43(5)=
C6 ^45M43(6)=
C7 OTHER
C11 COMMERCIAL BANK
C12 S&L/SAVINGS BANK
C13 CREDIT UNION
C14 FINANCE/LOAN CO
C16 BROKERAGE
G 0
G '<1/6(=M43('<1/6()+45(N"<")=
G '<1/6(=0A('<0/5()=43AM45(N"<")=
G 7
G 11/14,16=0A(6.0)=43AM45(N"<")=
G E1/7,11/14,16
J654 653 B653(0+"0")=PLEASE ENTER RESPONSE
J654 654 655 M43(Q653)+45("<")
Q654B
/~IF 625(LEQ624)
/MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624
/~ELSE
/MOTORHOME/RV/PLANE/BOAT: ^625
/~END
/
/ INSTITUTIONS ALREADY LISTED:
/ '^45M45(N"<")31(
/
/ ENTER NAME OF NEW INSTITUTION:
/ '^E45M43(Q653)+45("<")55(
/
/
/
/
/ ^B
C1 PRESS ENTER TO CONTINUE
J655 656 653(N7)
Q655U G38V.
/
/ PLEASE SPECIFY
V M!a_!
J656 657 625(2)+624(G2)=:1:
Q656B 19 G39. ANOTHER VEHICLE?
/~IF 625(LEQ624)
/MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624
/~ELSE
/MOTORHOME/RV/PLANE/BOAT: ^625
/~END
/
/~IF 625(LQ624)
/ INTERVIEWER: CAN R PROVIDE INFORMATION ON ANOTHER VEHICLE?
/~ELSE
/ Do you have any other vehicles?
/~END
/
/
/ ^B
J625 666 656(2.K2.K3)+624(LE1)
J625 657 656(2.K2.K3)+624(G1)
J625 656 B656(0+"0")=PLEASE ENTER RESPONSE
R625 656
*>>>>>>>>>>>>>>>>>>>>>>>>END VEHICLE LOOP 3<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
J657 666 656(K2.K3)
J657 657 666 656(1).625(LQ624)
Q657UB 6 G39_1. WORTH OF OTHER VEHICLES
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/~IF 0A(LE1)=6AM25(N2)=
/~IF 0(G1)=624-625
/ How much are all the other such vehicles that you own worth?
/~ELSE
/ How much is the other such vehicle that you own worth?
/~END
/~ELSE
/~IF 0(G1)=624-625
/ How much are all the other such vehicles that you and others in
/ your family living here own worth?
/~ELSE
/ How much is the other such vehicle that you and others in your
/ family living here own worth?
/~END
/~END
/
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___.!("range",0/999999)
*******************************CALL DKDOL*************************************
J658 659 657(0+"0")
Q658T 30 DK.~DKDOL.VQ
C1 ^657
C2 6
J659 657 B658("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q659B 19 G39_2. MONEY STILL OWED ON OTHER
/
/
/
/~IF 0(G1)=624-625
/ Not counting loans I have already recorded, is any money still owed on
/ loans for these vehicles?
/~ELSE
/ Not counting loans I have already recorded, is any money still owed on
/ loans for this vehicle?
/~END
/^C1
/
/ ^B
J660 666 659(2.K2.K3)
J660 659 B659(0+"0")=PLEASE ENTER RESPONSE
Q660UB 5 G39_3. HOW MUCH STILL OWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/
/~IF 0(G1)=624-625
/ Altogether, about how much is still owed on these loans?
/~ELSE
/ Altogether, about how much is still owed on this loan?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___.!("range",1/99999)
*******************************CALL DKDOL*************************************
Q661T 30 DK.~DKDOL.VQ
C1 ^660
C2 6
J662 660 B661("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q662UB 6 G39_4. TOTAL MONTHLY PAYMENTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/
/~IF 0(G1)=624-625
/ How much are the total payments on these loans?
/~ELSE
/ How much are the total payments on this loan?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO TYPICAL PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$___,___.!("range,NT",0/999999)
*******************************CALL DKDOL*************************************
J663 666 662(0+"0").662("NT")
Q663T 30 DK.~DKDOL.VQ
C1 ^662
C2 8
J664 662 B663("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J664 666 663(0)
Q664B 102 G39_4F.
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is that amount paid?
/
/ ^B
J665 664 B664(0+"0")=PLEASE ENTER RESPONSE
J665 666 664(N20)
Q665U G39_4FV.
/
/ PLEASE SPECIFY
V M!a_!
********************************************************************************
* SECTION H: EDUCATION LOANS *
********************************************************************************
Q666B 19 H1. EDUCATION LOANS
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Not counting credit cards or loans you may have told me about in
/ detail, do you owe any money or have any loans for educational expenses?
/~ELSE
/ Not counting credit cards or loans you may have told me about in
/ detail, do you and your family living here owe any money or have any
/ loans for educational expenses?
/~END
/^C1
/
/ ^B
V B
J667 702 666(2.K2.K3)
J667 666 B666(0+"0")=PLEASE ENTER RESPONSE
Q667UB 3 H2. HOW MANY EDUCATION LOANS
/ QxQ
/
/
/ How many such loans are there?
/
/
/ # LOANS: ^B
V (1/10,U11/999){Nnn}
*>>>>>>>>>>>>>>>>>>>>>>>>>>BEGIN EDUCATION LOAN LOOP<<<<<<<<<<<<<<<<<<<<<<<<<<<
Q668S LOAN STEP-THROUGH
C1 1
C2 2
C3 3
C4 4
C5 5
C6 6
Q669UB 2 H3. MONTH LOAN TAKEN OUT
/~IF 668(LEQ667)
/EDUCATION LOAN: ^668 OF ^667
/~ELSE
/EDUCATION LOAN: ^668
/~END
/
/
/~IF 667(1)
/ In what month and year was this loan taken out?
/~ELSE 667(N1)+668(1)
/ About the largest loan, in what month and year was
/ this loan taken out?
/~ELSE
/ About the next loan, in what month and year was
/ this loan taken out?
/~END
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
V (1/12){Nn}
Q670UB 4 H3. YEAR LOAN TAKEN OUT
V (1950/1995,U1900/1949){NNNN}
J671 669 B670(1995)+669(GQ4)=DATE MUST PRECEDE TODAYS DATE!
Q671UB 7 H4. HOW MUCH BORROWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 668(LEQ667)
/EDUCATION LOAN: ^668 OF ^667
/~ELSE
/EDUCATION LOAN: ^668
/~END
/
/
/ How much was borrowed or financed, not counting the finance charges?
/
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",1/9999999)
*******************************CALL DKDOL*************************************
Q672T 30 DK.~DKDOL.VQ
C1 ^671
C2 7
J673 671 B672("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q673B 19 H5. YOU PAYING ON LOAN NOW
/~IF 668(LEQ667)
/EDUCATION LOAN: ^668 OF ^667
/~ELSE
/EDUCATION LOAN: ^668
/~END
/ QxQ
/
/
/ Are you paying on this loan now?
/^C1
/
/ ^B
J674 678 673(1)
J674 673 B673(0+"0")=PLEASE ENTER RESPONSE
Q674B 19 H5_1. PAYMENTS DEFERRED
/~IF 668(LEQ667)
/EDUCATION LOAN: ^668 OF ^667
/~ELSE
/EDUCATION LOAN: ^668
/~END
/ QxQ
/
/
/ Are the payments on this loan deferred?
/^C1
/
/ ^B
J675 678 674(2.K2.K3)
J675 674 B674(0+"0")=PLEASE ENTER RESPONSE
Q675UB 2 H6. MONTH WHEN START PAYING
/~IF 668(LEQ667)
/EDUCATION LOAN: ^668 OF ^667
/~ELSE
/EDUCATION LOAN: ^668
/~END
/ QxQ
/
/ When will you start paying on this loan?
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
V (1/12){Nn}
Q676UB 4 H6. YEAR WHEN START PAYING
V (1995/2000,U2001/2010){NNNN}
J677 675 B676(1995)+675(LQ4)+675(G0)=DATE CANNOT BE IN THE PAST!
Q677B 19 H7. ACCUMULATING INTEREST
/~IF 668(LEQ667)
/EDUCATION LOAN: ^668 OF ^667
/~ELSE
/EDUCATION LOAN: ^668
/~END
/
/
/ Is this loan accumulating interest which you will have to pay?
/^C1
/
/ ^B
J678 695 677(1.K2.K3)
J678 696 677(2)
J678 677 B677(0+"0")=PLEASE ENTER RESPONSE
Q678UB 2 H8. MONTH DID START PAYING
/~IF 668(LEQ667)
/EDUCATION LOAN: ^668 OF ^667
/~ELSE
/EDUCATION LOAN: ^668
/~END
/
/~IF 673(1).674(1)
/ When did you start paying on this loan?
/ (TAKE MOST RECENT TIME R BEGAN PAYING ON LOAN).
/~ELSE
/ When did you last make payments on this loan?
/~END
/
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
V (1/12){Nn}
Q679UB 4 H8. YEAR DID START PAYING
V (1950/1995,U1900/1949){NNNN}
J680 678 B670(GQ679)+679(G0)=PAYMENTS CANNOT BE MADE BEFORE THE
/LOAN WAS TAKEN OUT (^669/^670)
J670 678 B670(Q679)+669(GQ678)+678(G0)=PAYMENTS CANNOT BE MADE B
/EFORE THE LOAN WAS TAKEN OUT (^669/^670)
Q680B H9. REGULAR OR INSTALLMENT
/~IF 668(LEQ667)
/EDUCATION LOAN: ^668 OF ^667
/~ELSE
/EDUCATION LOAN: ^668
/~END
/
/
/ Is this a regular installment loan where you pay a fixed dollar amount
/ each month for a fixed number of months until the loan is repaid,or
/ some other kind?
/^C1
/
/ ^B
C0
C1 Regular Installment
C2 Other Kind
J681 688 680(2)
J681 680 B680(0+"0")=PLEASE ENTER RESPONSE
Q681B 593 H10. AGREED TO YEARS OR PAYMENTS
/~IF 668(LEQ667)
/EDUCATION LOAN: ^668 OF ^667
/~ELSE
/EDUCATION LOAN: ^668
/~END
/
/
/ How many monthly payments or years were agreed upon when
/ the loan was received?
/^C1
/
/ ^B
J682 681 B681(0+"0")=PLEASE ENTER RESPONSE
J682 683 681(A+N1)
Q682UB 3 H10YRS. NUMBER OF YEARS OR PAYMENTS
/~IF 668(LEQ667)
/EDUCATION LOAN: ^668 OF ^667
/~ELSE
/EDUCATION LOAN: ^668
/~END
/
/
/ NUMBER OF YEARS: ^B
V (1/120,U121/999){Nnn}
J683 684 681(N2)
Q683UB 3 H10PAY.
/~IF 668(LEQ667)
/EDUCATION LOAN: ^668 OF ^667
/~ELSE
/EDUCATION LOAN: ^668
/~END
/
/
/ NUMBER OF PAYMENTS: ^B
V (1/120,U121/999){Nnn}
J684 688 681(3)
Q684UB 5 H11. HOW MUCH MONTHLY PAYMENTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 668(LEQ667)
/EDUCATION LOAN: ^668 OF ^667
/~ELSE
/EDUCATION LOAN: ^668
/~END
/
/
/ How much are the payments?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO REGULAR PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$__,___.!("range,NT",0/99999)
*******************************CALL DKDOL*************************************
J685 688 684(0+"0").684("NT")
Q685T 30 DK.~DKDOL.VQ
C1 ^684
C2 8
J686 684 B685("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J686 688 685(0)
Q686B 102 H11F.
/~IF 668(LEQ667)
/EDUCATION LOAN: ^668 OF ^667
/~ELSE
/EDUCATION LOAN: ^668
/~END
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often are they due?
/
/ ^B
J687 686 B686(0+"0")=PLEASE ENTER RESPONSE
J687 688 686(N20)
Q687U H11FV.
/~IF 668(LEQ667)
/EDUCATION LOAN: ^668 OF ^667
/~ELSE
/EDUCATION LOAN: ^668
/~END
/
/ PLEASE SPECIFY
V M!a_!
J688 692 686(G0).684(K2)
Q688UB 5 H11_1. HOW MUCH MONTHLY PAYMENTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 668(LEQ667)
/EDUCATION LOAN: ^668 OF ^667
/~ELSE
/EDUCATION LOAN: ^668
/~END
/
/
/ What is the typical payment?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO TYPICAL PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$__,___.!("range,NT",0/99999)
*******************************CALL DKDOL*************************************
J689 692 688(0+"0").688("NT")
Q689T 30 DK.~DKDOL.VQ
C1 ^688
C2 8
J690 688 B689("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J690 692 689(0)
Q690B 102 H11_1F.
/~IF 668(LEQ667)
/EDUCATION LOAN: ^668 OF ^667
/~ELSE
/EDUCATION LOAN: ^668
/~END
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is it made?
/
/ ^B
J691 690 B690(0+"0")=PLEASE ENTER RESPONSE
J691 692 690(N20)
Q691U H11_1FV.
/
/ PLEASE SPECIFY
V M!a_!
J692 693 688(A)
Q692B H12. ON, AHEAD, BEHIND SCHEDULE
/~IF 668(LEQ667)
/EDUCATION LOAN: ^668 OF ^667
/~ELSE
/EDUCATION LOAN: ^668
/~END
/
/
/ Is this loan being paid off ahead of schedule, behind schedule, or are
/ the payments about on schedule?
/^C1
/
/ ^B
C0
C1 On schedule
C2 Ahead of schedule
C3 Behind schedule
J693 692 B692(0+"0")=PLEASE ENTER RESPONSE
J693 695 692(1)
Q693UB 2 H13. MONTH EXPECT TO REPAY
/~IF 668(LEQ667)
/EDUCATION LOAN: ^668 OF ^667
/~ELSE
/EDUCATION LOAN: ^668
/~END
/
/
/ In what month and year do you expect this loan to be repaid?
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
V (1/12){Nn}
Q694UB 4 H13. YEAR EXPECT TO REPAY
V (1995/2010,U2011/2050){NNNN}
J695 693 B694(1995)+693(LQ4)+693(G0)=DATE CANNOT BE IN THE PAST!
Q695UB 4 H14. CURRENT APR
/~IF 668(LEQ667)
/EDUCATION LOAN: ^668 OF ^667
/~ELSE
/EDUCATION LOAN: ^668
/~END
/
/
/ What is the current annual rate of interest being charged on this loan?
/
/ ^B
V !.U__.__%!(0/100)
Q696B H15. LOAN INSTITUTION ON CARD
/~IF 668(LEQ667)
/EDUCATION LOAN: ^668 OF ^667
/~ELSE
/EDUCATION LOAN: ^668
/~END
/ QxQ
/
/ Please look at the Institutions Card. Is the loan with any of the
/ institutions on the Institutions Card, or from someplace else?
/
/ (IF INSTITUTIONS CARD: Which institution?)
/ (IF SOMEPLACE ELSE: What type of institution is that?)
/
/ (INTERVIEWER: CHECK INSTITUTION CARD AND UPDATE IF A NEW INSTITUTION IS
/ MENTIONED AT THIS POINT.)
/^C2
/ ^B
C0
C1 ^45M43(1)=
C2 ^45M43(2)=
C3 ^45M43(3)=
C4 ^45M43(4)=
C5 ^45M43(5)=
C6 ^45M43(6)=
C7 OTHER
C11 COMMERCIAL BANK
C12 S&L/SAVINGS BANK
C13 CREDIT UNION
C14 FINANCE/LOAN CO
C16 BROKERAGE
C22 COLLEGE/UNIVERSITY
G 0
G '<1/6(=M43('<1/6()+45(N"<")=
G '<1/6(=0A('<0/5()=43AM45(N"<")=
G 7
G 11/14,16,22=0A(6.0)=43AM45(N"<")=
G E1/7,11/14,16,22
J697 696 B696(0+"0")=PLEASE ENTER RESPONSE
J697 697 698 M43(Q696)+45("<")
Q697B
/~IF 668(LEQ667)
/EDUCATION LOAN: ^668 OF ^667
/~ELSE
/EDUCATION LOAN: ^668
/~END
/
/ INSTITUTIONS ALREADY LISTED:
/ '^45M45(N"<")31(
/
/ ENTER NAME OF NEW INSTITUTION:
/ '^E45M43(Q696)+45("<")55(
/
/
/
/
/ ^B
C1 PRESS ENTER TO CONTINUE
J698 699 696(N7)
Q698U H15V.
/~IF 668(LEQ667)
/EDUCATION LOAN: ^668 OF ^667
/~ELSE
/EDUCATION LOAN: ^668
/~END
/
/
/ PLEASE SPECIFY
V M!a_!
Q699UB 8 H16. HOW MUCH STILL OWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 668(LEQ667)
/EDUCATION LOAN: ^668 OF ^667
/~ELSE
/EDUCATION LOAN: ^668
/~END
/
/
/ How much is still owed on this loan?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___,___.!("range",0/99999999)
*******************************CALL DKDOL*************************************
J700 701 699(0+"0")
Q700T 30 DK.~DKDOL.VQ
C1 ^699
C2 7
J701 699 B700("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q701B 19 H17. ANOTHER EDUCATION LOAN
/~IF 668(LEQ667)
/EDUCATION LOAN: ^668 OF ^667
/~ELSE
/EDUCATION LOAN: ^668
/~END
/
/
/~IF 668(LQ667)
/ INTERVIEWER: CAN R PROVIDE INFORMATION ON ANOTHER EDUCATION LOAN?
/~ELSE
/ Is there another education loan?
/~END
/
/
/ ^B
J668 702 701(2.K2.K3)+667(LE1)
J668 806 701(2.K2.K3)+667(G1)
J668 701 B701(0+"0")=PLEASE ENTER RESPONSE
R668 701
*>>>>>>>>>>>>>>>>>>>>>>>>>END EDUCATION LOAN LOOP<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
J806 702 701(K2.K3)
J806 806 702 701(1).668(LQ667)
Q806UB 8 H18. AMOUNT OF REMAINING LOANS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ How much in total is owed on all the remaining loans?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___,___.!("range",0/99999999)
*******************************CALL DKDOL*************************************
J822 702 806(0+"0")
Q822T 30 DK.~DKDOL.VQ
C1 ^806
C2 7
J702 806 B822("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q1427UB 8 H18_1. AMOUNT OF REMAINING LOANS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ How much in total are all the payments you are making on all
/ the remaining loans?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO TYPICAL PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$__,___,___.!("range,NT",0/99999999)
*******************************CALL DKDOL*************************************
J1485 702 1427(0+"0").1427("NT")
Q1485T 30 DK.~DKDOL.VQ
C1 ^1427
C2 8
J1497 1427 B1485("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1497 702 1485(0)
Q1497B 102 H18_1F.FREQUENCY
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is that amount paid?
/
/ ^B
********************************************************************************
* SECTION I: OTHER LOANS *
********************************************************************************
Q702B 19 I1. OTHER LOANS
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Now I want to ask you about the loans you have. Not counting credit
/ cards or loans you have told me about in detail, do you owe any
/ money or have any loans for any reason on this card (SHOW CARD 6)?
/ These are loans for household appliances, furniture, hobby or
/ recreational equipment, medical bills, loans from friends or relatives
/ or other loans.
/~ELSE
/ Now I want to ask you about the loans you and anyone in your family
/ living here have. Not counting credit cards or loans you have told me
/ about in detail, do you or anyone in your family living here owe any
/ money or have any loans for any reason on this card (SHOW CARD 6)?
/ These are loans for household appliances, furniture, hobby or
/ recreational equipment, medical bills, loans from friends or relatives
/ or other loans.
/~END
/ (DO NOT INCLUDE GIFTS FROM FAMILY MEMBERS YOU ARE NOT EXPECTED TO RE-PAY)
/^C1
/
/ ^B
V B
J703 702 B702(0+"0")=PLEASE ENTER RESPONSE
J703 732 702(2.K2.K3)
Q703UB 3 I2. HOW MANY OTHER LOANS
/
/
/
/ How many such loans do you have?
/
/
/ # LOANS: ^B
V (1/10,U11/999){Nnn}
*>>>>>>>>>>>>>>>>>>>>>>>>>>BEGIN OTHER LOANS LOOP<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
Q704S 668 LOAN STEP-THROUGH
Q705U I4. WHAT LOAN FOR
/~IF 704(LEQ703)
/OTHER LOAN: ^704 OF ^703
/~ELSE
/OTHER LOAN: ^704
/~END
/ QxQ
/
/~IF 703(1)
/ What was the loan for?
/~ELSE 703(N1)+704(1)
/ What was the largest loan for?
/~ELSE
/ What was the next loan for?
/~END
V M!a_!
Q706UB 2 I5. MONTH LOAN TAKEN OUT
/~IF 704(LEQ703)
/OTHER LOAN: ^704 OF ^703
/~ELSE
/OTHER LOAN: ^704
/~END
/
/
/ In what month and year was this loan taken out?
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
V (1/12){Nn}
Q707UB 4 I5. YEAR LOAN TAKEN OUT
V (1975/1995,U1900/1974){NNNN}
J708 706 B707(1995)+706(GQ4)=DATE MUST PRECEDE TODAYS DATE!
Q708UB 7 I6. HOW MUCH BORROWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 704(LEQ703)
/OTHER LOAN: ^704 OF ^703
/~ELSE
/OTHER LOAN: ^704
/~END
/
/
/ How much was borrowed or financed, not counting the finance charges?
/
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",1/9999999)
*******************************CALL DKDOL*************************************
Q709T 30 DK.~DKDOL.VQ
C1 ^708
C2 7
J710 708 B709("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q710B I7. REGULAR OR INSTALLMENT
/~IF 704(LEQ703)
/OTHER LOAN: ^704 OF ^703
/~ELSE
/OTHER LOAN: ^704
/~END
/
/
/ Is this a regular installment loan where you pay a fixed dollar amount
/ each month for a fixed number of months until the loan is repaid, or
/ some other kind?
/^C1
/
/ ^B
C0
C1 Regular Installment
C2 Other Kind
J711 718 710(2)
J711 710 B710(0+"0")=PLEASE ENTER RESPONSE
Q711B 593 I8. AGREED TO YEARS OR PAYMENTS
/~IF 704(LEQ703)
/OTHER LOAN: ^704 OF ^703
/~ELSE
/OTHER LOAN: ^704
/~END
/
/
/ How many monthly payments or years were agreed upon when
/ the loan was received?
/^C1
/
/ ^B
J712 711 B711(0+"0")=PLEASE ENTER RESPONSE
J712 713 711(N1)
Q712UB 2 I8YRS. NUMBER OF YEARS OR PAYMENTS
/~IF 704(LEQ703)
/OTHER LOAN: ^704 OF ^703
/~ELSE
/OTHER LOAN: ^704
/~END
/
/
/ NUMBER OF YEARS: ^B
V (1/120,U121/999){Nnn}
J713 714 711(N2)
Q713UB 3 I8PAY.
/~IF 704(LEQ703)
/OTHER LOAN: ^704 OF ^703
/~ELSE
/OTHER LOAN: ^704
/~END
/
/
/ NUMBER OF PAYMENTS: ^B
V (1/120,U121/999){Nnn}
J714 718 711(3)
Q714UB 5 I9. HOW MUCH MONTHLY PAYMENTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 704(LEQ703)
/OTHER LOAN: ^704 OF ^703
/~ELSE
/OTHER LOAN: ^704
/~END
/
/
/ How much are the payments?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO REGULAR PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$__,___.!("range,NT",0/99999)
*******************************CALL DKDOL*************************************
J715 718 714(0+"0").714("NT")
Q715T 30 DK.~DKDOL.VQ
C1 ^714
C2 8
J716 714 B715("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J716 718 715(0)
Q716B 102 I9F.
/~IF 704(LEQ703)
/OTHER LOAN: ^704 OF ^703
/~ELSE
/OTHER LOAN: ^704
/~END
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often are they due?
/
/ ^B
J717 716 B716(0+"0")=PLEASE ENTER RESPONSE
J717 718 716(N20)
Q717U I9FV.
/~IF 704(LEQ703)
/OTHER LOAN: ^704 OF ^703
/~ELSE
/OTHER LOAN: ^704
/~END
/
/
/ PLEASE SPECIFY
V M!a_!
J718 722 716(G0).714(K2)
Q718UB 5 I10. HOW MUCH TYPICAL PAYMENTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 704(LEQ703)
/OTHER LOAN: ^704 OF ^703
/~ELSE
/OTHER LOAN: ^704
/~END
/
/
/ What is the typical payment?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO TYPICAL PAYMENTS, PRESS [F6] KEY.
/
/ ^B
V !.A$__,___.!("range,NT",0/99999)
*******************************CALL DKDOL*************************************
J719 722 718(0+"0").718("NT")
Q719T 30 DK.~DKDOL.VQ
C1 ^718
C2 8
J720 718 B719("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J720 722 719(0)
Q720B 102 I10F.
/~IF 704(LEQ703)
/OTHER LOAN: ^704 OF ^703
/~ELSE
/OTHER LOAN: ^704
/~END
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is it made?
/
/ ^B
J721 720 B720(0+"0")=PLEASE ENTER RESPONSE
J721 722 720(N20)
Q721U I10FV.
/~IF 704(LEQ703)
/OTHER LOAN: ^704 OF ^703
/~ELSE
/OTHER LOAN: ^704
/~END
/
/
/ PLEASE SPECIFY
V M!a_!
J722 723 718(A)
Q722B I10_1. ON, AHEAD, BEHIND SCHEDULE
/~IF 704(LEQ703)
/OTHER LOAN: ^704 OF ^703
/~ELSE
/OTHER LOAN: ^704
/~END
/
/
/ Is this loan being paid off ahead of schedule, behind schedule, or are
/ the payments about on schedule?
/^C1
/
/ ^B
C0
C1 On schedule
C2 Ahead of schedule
C3 Behind schedule
J723 722 B722(0+"0")=PLEASE ENTER RESPONSE
J723 727 722(1)
Q723UB 2 I11. MONTH EXPECT TO REPAY
/~IF 704(LEQ703)
/OTHER LOAN: ^704 OF ^703
/~ELSE
/OTHER LOAN: ^704
/~END
/
/ In what month and year do you expect this loan to be repaid?
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
V (1/12){Nn}
Q724UB 4 I11. YEAR EXPECT TO REPAY
V (1995/2005,U2006/2020){NNNN}
J725 723 B724(1995)+723(LQ4)+723(G0)=DATE CANNOT BE IN THE PAST!
J725 727 722(1)
Q725UB 7 I12. HOW MUCH STILL OWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 704(LEQ703)
/OTHER LOAN: ^704 OF ^703
/~ELSE
/OTHER LOAN: ^704
/~END
/
/
/ How much is still owed on this loan?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",1/9999999)
*******************************CALL DKDOL*************************************
Q726T 30 DK.~DKDOL.VQ
C1 ^725
C2 7
J727 725 B726("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q727UB 4 I13. CURRENT APR
/~IF 704(LEQ703)
/OTHER LOAN: ^704 OF ^703
/~ELSE
/OTHER LOAN: ^704
/~END
/
/
/ What is the current annual rate of interest being charged on this loan?
/
/ ^B
V !.U__.__%!(0/100)
Q728B I14. LOAN INSTITUTION ON CARD
/~IF 704(LEQ703)
/OTHER LOAN: ^704 OF ^703
/~ELSE
/OTHER LOAN: ^704
/~END
/
/ Please look at the Institutions Card. Is the loan with any of the
/ institutions on the Institutions Card, or from someplace else?
/
/ (IF INSTITUTIONS CARD: Which institution?)
/ (IF SOMEPLACE ELSE: What type of institution is that?)
/
/ (INTERVIEWER: CHECK INSTITUTION CARD AND UPDATE IF A NEW INSTITUTION IS
/ MENTIONED AT THIS POINT.)
/^C2
/ ^B
C0
C1 ^45M43(1)=
C2 ^45M43(2)=
C3 ^45M43(3)=
C4 ^45M43(4)=
C5 ^45M43(5)=
C6 ^45M43(6)=
C7 OTHER
C11 COMMERCIAL BANK
C12 S&L/SAVINGS BANK
C13 CREDIT UNION
C14 FINANCE/LOAN CO
C16 BROKERAGE
G 0
G '<1/6(=M43('<1/6()+45(N"<")=
G '<1/6(=0A('<0/5()=43AM45(N"<")=
G 7
G 11/14,16=0A(6.0)=43AM45(N"<")=
G E1/7,11/14,16
J729 728 B728(0+"0")=PLEASE ENTER RESPONSE
J729 729 730 M43(Q728)+45("<")
Q729B
/~IF 704(LEQ703)
/OTHER LOAN: ^704 OF ^703
/~ELSE
/OTHER LOAN: ^704
/~END
/
/ INSTITUTIONS ALREADY LISTED:
/ '^45M45(N"<")31(
/
/ ENTER NAME OF NEW INSTITUTION:
/ '^E45M43(Q728)+45("<")55(
/
/
/
/
/ ^B
C1 PRESS ENTER TO CONTINUE
J730 731 728(N7)
Q730U I14V.
/~IF 704(LEQ703)
/OTHER LOAN: ^704 OF ^703
/~ELSE
/OTHER LOAN: ^704
/~END
/
/
/ PLEASE SPECIFY
V M!a_!
J731 732 704(6)
Q731B 19 I15. ANOTHER LOAN
/~IF 704(LEQ703)
/OTHER LOAN: ^704 OF ^703
/~ELSE
/OTHER LOAN: ^704
/~END
/
/
/~IF 704(LQ703)
/ INTERVIEWER: CAN R PROVIDE INFORMATION ON ANOTHER SUCH LOAN?
/~ELSE
/ Do you have any other loans like the ones listed on the card?
/~END
/^C1
/
/ ^B
J704 732 731(2.K2.K3)+703(LE1)
J704 840 731(2.K2.K3)+703(G1)
J704 731 B731(0+"0")=PLEASE ENTER RESPONSE
R704 731
*>>>>>>>>>>>>>>>>>>>>>>>>>>END OTHER LOANS LOOP<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<
J840 732 731(K2.K3)
J840 840 732 731(1).704(LQ703)
Q840UB 8 I16. AMOUNT OF REMAINING LOANS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ How much in total is owed on all the remaining loans?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___,___.!("range",0/99999999)
*******************************CALL DKDOL*************************************
J889 732 840(0+"0")
Q889T 30 DK.~DKDOL.VQ
C1 ^840
C2 7
J1535 840 B889("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q1535UB 8 I16_1. AMOUNT OF REMAINING LOANS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ How much in total are all the payments you are making on all
/ the remaining loans?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO TYPICAL PAYMENTS, PRESS [F6] KEY.
/
/
/ ^B
V !.A$__,___,___.!("range,NT",0/99999999)
*******************************CALL DKDOL*************************************
J1595 732 1535(0+"0").1535("NT")
Q1595T 30 DK.~DKDOL.VQ
C1 ^1535
C2 7
J1596 1435 B1595("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1596 732 1595(0)
Q1596B 102 I16_1F.FREQUENCY
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is that amount paid?
/
/ ^B
J732 732 734 218(1/2).272(1/2).273(1).301(1).327(1).(M404(G0)+416(1
/)).455(1).(M488(G0)+512(1)).(M625(G0)+630(1)).659(1).702(1)
Q732B I19. ALL PAYMENTS ON SCHEDULE...
/
/
/
/ Now thinking of all the various loan or mortgage payments you made
/ during last year, were all the payments made the way they were
/ scheduled, or were payments on any of the loans sometimes made
/ later or missed?
/^C1
/
/ ^B
C0
C1 All paid as scheduled or ahead of schedule
C2 Sometimes got behind or missed payments
J733 734 732(1)
J733 732 B732(0+"0")=PLEASE ENTER RESPONSE
Q733B 19 I19_1. BEHIND BY TWO MONTHS
/
/
/
/ Were you ever behind in your payments by two months or more?
/^C1
/
/ ^B
J734 733 B733(0+"0")=PLEASE ENTER RESPONSE
********************************************************************************
* SECTION J: SAVINGS ATTITUDES *
********************************************************************************
Q734U J1. REASONS FOR SAVING
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Now I'd like to ask you a few questions about your savings.
/ People have different reasons for saving, even though they may not be
/ saving all the time. What are your most important reasons for saving?
/~ELSE
/ Now I'd like to ask you a few questions about your family's savings.
/ People have different reasons for saving, even though they may not be
/ saving all the time. What are your family's most important reasons
/ for saving?
/~END
/
/ (What else?)
V M!a_!
Q735B 19 J2. FORESEEABLE EXPENSES
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ In the next five to ten years, are there any foreseeable major expenses
/ that you expect to have to pay for yourself, such as educational expenses,
/ purchase of a new home, health care costs, support for other family
/ members, or anything else?
/~ELSE
/ In the next five to ten years, are there any foreseeable major expenses
/ that you and your family expect to have to pay for yourselves, such as
/ educational expenses, purchase of a new home, health care costs,
/ support for other family members, or anything else?
/~END
/^C1
/
/ ^B
V B
J736 739 735(2.K2.K3)
J736 735 B735(0+"0")=PLEASE ENTER RESPONSE
Q736MC J2_1. WHAT KINDS OF OBLIGATIONS
/ QxQ
/
/
/ INTERVIEWER: SHOW CARD 7
/ CODE ALL THAT APPLY
/
/
/ What kinds of obligations are these?
C1 EDUCATION OF CHILDREN
C2 EDUCATION: OTHERS
C3 BUYING A HOME
C4 HEALTH CARE: R/SPOUSE/PARTNER
C5 HEALTH CARE: OTHERS
C6 OTHER
C10
G 1/6
J737 737 738 736(6)
Q737U J2_1V. COMMENT FOR OTHER
/
/
/
/ PLEASE SPECIFY.
V M!a_!
Q738B 19 J2_2. SAVING NOW
/
/
/~IF 0(G1)=736U(1/6)=
/ Are you saving for these expenses now?
/~ELSE
/ Are you saving for this expense now?
/~END
/^C1
/
/ ^B
J739 738 B738(0+"0")=PLEASE ENTER RESPONSE
Q739B J3. PLANNING PERIOD
/ QxQ
/
/ INTERVIEWER: SHOW CARD 8
/
/~IF 0A(LE1)=6AM25(N2)=
/ In planning your saving and spending, which of the time periods
/ listed on this page is most important to you?
/~ELSE
/~IF M7(2/3)+25(1)
/ In planning your family's saving and spending, which of the time periods
/ listed on this page is most important to you ^35(1/3)?
/~ELSE
/ In planning your family's saving and spending, which of the time periods
/ listed on this page is most important to you?
/~END
/~END
/
/ ^B
C0
C1 NEXT FEW MONTHS
C2 NEXT YEAR
C3 NEXT FEW YEARS
C4 NEXT 5-10 YEARS
C5 LONGER THAN 10 YEARS
J740 739 B739(0+"0")=PLEASE ENTER RESPONSE
Q740B J5. FINANCIAL RISK
/ QxQ
/ INTERVIEWER: SHOW CARD 9
/
/~IF M7(2/3)+25(1)
/ Which of the statements on this page comes closest to the amount of
/ financial risk that you ^35(1/3) are willing
/ to take when you save or make investments?
/~ELSE
/ Which of the statements on this page comes closest to the amount of
/ financial risk that you are willing to take when you save or make
/ investments?
/~END
/
/
/ INTERVIEWER: READ ANSWERS ONLY IF NECESSARY. IF MORE THAN ONE
/ RESPONSE IS GIVEN USE THE FIRST CATEGORY THAT APPLIES.
/^C1
/
/^B
C0
C1 TAKE SUBSTANTIAL FINANCIAL RISKS EXPECTING TO EARN SUB
/STANTIAL RETURNS
C2 TAKE ABOVE AVERAGE FINANCIAL RISKS EXPECTING TO EARN A
/BOVE AVERAGE RETURNS
C3 TAKE AVERAGE FINANCIAL RISKS EXPECTING TO EARN AVERAGE
/ RETURNS
C4 NOT WILLING TO TAKE ANY FINANCIAL RISKS
J741 740 B740(0+"0")=PLEASE ENTER RESPONSE
Q741MC J6. SAVING HABITS
/ QxQ
/ INTERVIEWER: SHOW CARD 10
/
/~IF M7(2/3)+25(1)
/ Which of the following statements on this page comes closest to
/ describing your ^35(1/3)'s saving habits?
/~ELSE
/ Which of the following statements on this page comes closest to
/ describing your saving habits?
/~END
/
/ INTERVIEWER: DO NOT PROBE FOR MORE THAN ONE RESPONSE.
/ ENTER MULTIPLE RESPONSES ONLY IF R VOLUNTEERS THEM
C1 DON'T SAVE - USUALLY SPEND MORE THAN INCOME
C2 DON'T SAVE - USUALLY SPEND ABOUT AS MUCH AS INCOME
C3 SAVE WHATEVER IS LEFT OVER AT THE END OF THE MONTH - N
/O REGULAR PLAN
C4 SAVE INCOME OF ONE FAMILY MEMBER, SPEND THE OTHER
C5 SPEND REGULAR INCOME, SAVE OTHER INCOME
C6 SAVE REGULARLY BY PUTTING MONEY ASIDE EACH MONTH
C10
G 1/6
Q742B J7. HOW RATE RETIREMENT INCOME
/ QxQ
/
/
/ INTERVIEWER: SHOW CARD 11
/
/ Looking at this card, how would you rate the retirement income you
/ (receive or expect to receive) from Social Security and job pensions?
/^C1
/
/ ^B
C0
C1 1. TOTALLY INADEQUATE
C2 2.
C3 3. ENOUGH TO MAINTAIN LIVING STANDARDS
C4 4.
C5 5. VERY SATISFACTORY
J743 742 B742(0+"0")=PLEASE ENTER RESPONSE
Q743B J9. SPENDING
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ Over the past year, would you say that your spending exceeded your
/ income, that it was about the same as your income, or that you spent
/ less than your income?
/~ELSE
/ Over the past year, would you say that your family's spending
/ exceeded your family's income, that it was about the same as
/ your income, or that you spent less than your income?
/~END
/ (Spending should not include any investments you have made.)
/^C1
/
/ ^B
C0
C1 SPENDING EXCEEDED INCOME
C2 SPENDING EQUALLED INCOME
C3 SPENDING WAS LESS THAN INCOME
J744 748 743(2)
J744 749 743(3.K2.K3)
J744 743 B743(0+"0")=PLEASE ENTER RESPONSE
Q744B 19 J9_1. INCLUDE HOME, AUTO
/
/
/
/ Did any of that spending include purchases of a home or automobile or
/ spending for any investments?
/^C1
/
/ ^B
J745 746 744(2)
J745 744 B744(0+"0")=PLEASE ENTER RESPONSE
Q745B J9_2. INCLUDING ONLY HOUSE
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ Including only monthly payments on your house or car and leaving aside
/ any spending on investments, over the past year, would you say that
/ your spending exceeded your income, that it was about the same as your
/ income, or that you spent less than your income?
/~ELSE
/ Including only monthly payments on your house or car and leaving aside
/ any spending on investments, over the past year, would you say that
/ your family's spending exceeded your family's income, that it was about
/ the same as your income, or that you spent less than your income?
/~END
/
/ ^B
C0
C1 SPENDING EXCEEDED INCOME
C2 SPENDING EQUALLED INCOME
C3 SPENDING WAS LESS THAN INCOME
J746 749 745(2.3.K2.K3)
J746 745 B745(0+"0")=PLEASE ENTER RESPONSE
Q746B J9_3. MAKE UP DIFFERENCE
/
/
/
/ To make up the difference, did you borrow additional money, did you
/ spend out of savings or investments, or did you do something else?
/^C1
/
/ ^B
C0
C1 BORROWED MONEY
C2 SPENT OUT OF SAVINGS INVESTMENTS
C3 OTHER
J747 746 B746(0+"0")=PLEASE ENTER RESPONSE
J747 748 746(N3)
Q747U J9_3V. COMMENT FOR OTHER
/
/
/
/ PLEASE SPECIFY.
V M!a_!
J748 749 746(A)
Q748B 19 J9_4. INCLUDE HOME, AUTO
/
/
/
/ Did any of that spending include purchases of a home or automobile or
/ spending for any investments?
/^C1
/
/ ^B
J749 748 B748(0+"0")=PLEASE ENTER RESPONSE
Q749UB 8 J10. THINK YOU NEED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ About how much do you think you need to have in savings for
/ unanticipated emergencies and other unexpected things that
/ may come up?
/~ELSE
/ About how much do you think you and your family need to have in
/ savings for unanticipated emergencies and other unexpected things that
/ may come up?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___,___.!("range",0/99999999)
*******************************CALL DKDOL*************************************
J750 751 749(0+"0")
Q750T 30 DK.~DKDOL.VQ
C1 ^749
C2 6
J751 749 B750("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
********************************************************************************
* SECTION N: FINANCIAL ASSETS *
********************************************************************************
Q751B 19 N1.HAVE CHECKING ACCOUNTS?
/ QxQ
/
/ Now I'd like to ask about different types of financial assets that
/~IF 0A(LE1)=6AM25(N2)=
/ you might have. First, do you have any checking accounts at any
/ type of institution?
/~ELSE
/ you might have. First, do you or anyone in your family living here
/ have any checking accounts at any type of institution?
/~END
/
/ PROBE: Please do not include any money market accounts unless you
/ use them regularly as checking accounts.
/
/
/ ^B
V B
J752 751 B751(0+"0")=PLEASE ENTER RESPONSE
J752 756 751(1)
Q752B 19 N2.EVER HAD CHECKING ACCOUNT?
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Have you ever had a checking account?
/~ELSE
/ Have you or anyone in your family living here ever had a checking
/ account?
/~END
/
/ ^B
J753 752 B752(0+"0")=PLEASE ENTER RESPONSE
J753 774 751(K2.K3)
Q753B N2_1.REASON DON'T HAVE CHECKING ACCOUNT
/ QxQ
/
/ (SHOW CARD 12) Looking at this list, please tell me which is the most
/~IF 0A(LE1)=6AM25(N2)=
/ important reason you don't have a checking account.
/~ELSE
/ important reason your family doesn't have a checking account.
/~END
/
/ ^B
C0
C01 Don't write enough checks to make it worthwhile
C02 Minimum balance is too high
C03 Do not like dealing with banks
C04 Service charges are too high
C05 No bank has convenient hours or location
C06 Other
J754 753 B753(0+"0")=PLEASE ENTER RESPONSE
J754 756 753(N6)
Q754U N2_1V.
/
/
/ PLEASE SPECIFY
V M!a_!
J756 774 753(A)
Q756UB 2 N3.NUMBER OF CHECKING ACCOUNTS
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ How many checking accounts do you have?
/~ELSE
/ How many checking accounts do you and your family living here have?
/~END
/ (IF R ASKS: INCLUDE MONEY MARKET ACCOUNTS ONLY IF THEY ARE USED AS
/ CHECKING ACCOUNTS)
/
/ ^B # ACCOUNTS
V (1/20){Nn}
Q757S
C1 1
C2 2
C3 3
C4 4
C5 5
C6 6
Q758B N4.INSTITUTION
/CHECKING ACCOUNT: ^757 OF ^756
/
/~IF 757(1)+756(1)
/ Please look at the Institutions Card. Thinking about your checking
/ account, is this account with any of the institutions on the Institutions
/ Card, or from someplace else? (IF INSTITUTIONS CARD: Which institution?)
/ (IF SOMEPLACE ELSE: What type of institution is that?) (INTERVIEWER: CHECK
/ THE INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS MENTIONED.)
/~ELSE 757(1)+756(N1)
/ Please look at the Institutions Card. Thinking about your main checking
/ account, the one used to write most of your checks, is this account with
/ any of the institutions on the Institutions Card, or from someplace else?
/ (IF INSTITUTIONS CARD: Which institution?) (IF SOMEPLACE ELSE: What type
/ of institution is that?) (INTERVIEWER: CHECK THE INSTITUTIONS CARD AND
/ UPDATE IF A NEW INSTITUTION IS MENTIONED.)
/~ELSE
/ Please look at the Institutions Card. Thinking about the next account,
/ is this account with any of the institutions on the Institutions Card,
/ or from someplace else? (IF INSTITUTIONS CARD: Which institution?) (IF
/ SOMEPLACE ELSE: What type of institution is that?) (INTERVIEWER:
/ CHECK THE INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION
/ IS MENTIONED.)
/~END
/^C2
/ ^B
C0
C01 ^45M43(1)=
C02 ^45M43(2)=
C03 ^45M43(3)=
C04 ^45M43(4)=
C05 ^45M43(5)=
C06 ^45M43(6)=
C07 OTHER
C11 COMMERCIAL BANK
C12 S&L/SAV BANK
C13 CREDIT UNION
C16 BROKERAGE
G 0
G '<1/6(=M43('<1/6()+45(N"<")=
G '<1/6(=0A('<0/5()=43AM45(N"<")=
G 7
G 11/16=0A(6.0)=43AM45(N"<")=
G E1/16
J759 758 B758(0+"0")=PLEASE ENTER RESPONSE
J759 759 760 M43(Q758)+45("<")
Q759B
/
/
/ INSTITUTIONS ALREADY LISTED:
/ '^45M45(N"<")31(
/
/ ENTER NAME OF NEW INSTITUTION:
/ '^E45M43(Q758)+45("<")55(
/
/
/
/
/ ^B
C1 PRESS ENTER TO CONTINUE
J760 761 758(N7)
Q760U N4V.
/
/
/ PLEASE SPECIFY.
V M!a_!
Q761UB 7 N5.AMOUNT IN CHECKING ACCOUNT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/CHECKING ACCOUNT: ^757 OF ^756
/
/
/ How much is in this account? (What was the average over the last
/ month?) IF R GIVES A RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",0/9999999)
*******************************CALL DKDOL*************************************
J762 763 761(0+"0")
Q762T 30 DK.~DKDOL.VQ
C1 ^761
C2 7
J763 761 B762("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q763B 19 N6. MONEY-MARKET TYPE ACCOUNT?
/ QxQ
/CHECKING ACCOUNT: ^757 OF ^756
/
/
/ Is this a money market-type account?
/
/ ^B
J764 763 B763(0+"0")=PLEASE ENTER RESPONSE
J764 766 6(1)
J764 766 6(2)+M7(2)+25(2.K2.K3)
Q764B N6_2.JOINT, YOUR NAME, SPOUSE'S NAME
/ QxQ
/CHECKING ACCOUNT: ^757 OF ^756
/
/
/~IF M7(2)+8(1)+25(N2)
/ Is this a joint checking account, or is the account in your name,
/ in your husband's name, or something else?
/~ELSE M7(2)+8(2)+25(N2)
/ Is this a joint checking account, or is the account in your name,
/ in your wife's name, or something else?
/~ELSE M7(3)+25(N2)
/ Is this a joint checking account, or is the account in your name,
/ in your partner's name, or something else?
/~ELSE 0A(LE1)=6AM25(N2)=
/ Is this checking account in your name, or something else?
/~ELSE
/ Is this a joint checking account, or is the account in your name?
/~END
/
/ ^B
C0
C1 Joint account
C2 R's account
C3 Spouse's/partner's account
C4 Other family member's account
C5 Other
G 0
G 1=0A(G1)=6AM25(N2)=
G 2
G 3=M7(2)+25(N2)
G . 3=M7(3)+25(N2)
G 4=M7(G3)+25(N2)
G 5
G E1/5
J765 764 B764(0+"0")=PLEASE ENTER RESPONSE
J765 766 764(N5)
Q765U N6_2V.
/
/
/ PLEASE SPECIFY.
V M!a_!
J766 767 757(6)+756(G6)=:1:
Q766B 19 N7.ANOTHER CHECKING ACCOUNT?
/CHECKING ACCOUNT: ^757 OF ^756
/
/~IF 757(LQ756)
/ INTERVIEWER: CAN R PROVIDE INFORMATION ABOUT ANOTHER ACCOUNT?
/~ELSE
/ Do you have another checking account?
/~END
/
/ ^B
J757 766 B766(0+"0")=PLEASE ENTER RESPONSE
J757 769 766(2.K2.K3)+756(LE1)
J757 767 766(2.K2.K3)+756(G1)
R757 766
J767 769 766(K2.K3)
J767 767 769 766(1).757(LQ756)
Q767UB 9 N8.AMOUNT IN REMAINING CHECKING ACCOUNTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/CHECKING
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ How much is in all your remaining checking accounts? (What was the
/ average over the last month?)
/~ELSE
/ How much is in all your family's remaining checking accounts?
/ (What was the average over the last month?)
/~END
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",0/999999999)
*******************************CALL DKDOL*************************************
J768 769 767(0+"0")
Q768T 30 DK.~DKDOL.VQ
C1 ^767
C2 6
J769 767 B768("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q769B CHECKING
/
/
/ NO. INSTITUTION AMOUNT MONEY MKT JOINT
/ '^757M757(1)4( '^75817( '^76110( '^76312( '^76414(
/ '^757M757(2)4( '^75817( '^76110( '^76312( '^76414(
/ '^757M757(3)4( '^75817( '^76110( '^76312( '^76414(
/ '^757M757(4)4( '^75817( '^76110( '^76312( '^76414(
/ '^757M757(5)4( '^75817( '^76110( '^76312( '^76414(
/ '^757M757(6)4( '^75817( '^76110( '^76312( '^76414(
/
/~IF 767("range".K2.K3.G0)
/ AMOUNT IN REMAINING CHECKING ACCOUNTS: ^767
/~END
/
/ ^B
C1 CONTINUE
C2 ADD MORE
G 1
G 2=757(L6)
V B
J770 766 B769(2)=CHANGE ANSWER TO YES TO ADD MORE
Q770B N9.REASON CHOSE INSTITUTION
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ (SHOW CARD 13) Which of the reasons on this card is the most important
/ reason you chose the institution that you did for your main checking
/ account? Was it because of the location of their offices, because they
/ had the lowest fees or minimum balance requirement, because you were
/ able to obtain many services at one place, because they offered safety
/ and an absence of risk, or some other reason?
/~ELSE
/ (SHOW CARD 13) Which of the reasons on this card is the most important
/ reason your family living here chose the institution that you did for
/ your main checking account? Was it because of the location of
/ their offices, because they had the lowest fees or minimum balance
/ requirement, because you were able to obtain many services at one place,
/ because they offered safety and an absence of risk, or some other reason?
/~END
/
/ ^B
C0
C01 Location of offices
C02 Low fees
C03 Many services in one place
C04 Safety
C05 Other
J771 770 B770(0+"0")=PLEASE ENTER RESPONSE
J771 772 770(N5)
Q771U N9V.
/
/
/ PLEASE SPECIFY.
V M!a_!
Q772UB 2 N9_1.# OF YEARS W/INSTITUTION
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ For how many years have you done business with this institution?
/~ELSE
/ For how many years has someone in your family living here done business
/ with this institution?
/~END
/
/
/ ENTER YEARS:^B
V (0/99){Nn}
J774 772 B772(GQ17)+17(G0)=ANSWER CAN'T BE MORE THAN AGE OF OLDE
/ST HH MEMBER (^17)
Q774B N10.HAVE IRA/KEOGH?
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Do you have any Individual Retirement Accounts, that is, IRA or
/ Keogh accounts?
/~ELSE
/ Do you or anyone in your family here have any Individual Retirement
/ Accounts, that is, IRA or Keogh accounts?
/~END
/
/ ^B
C0
C1 YES
C2 NO
J775 774 B774(0+"0")=PLEASE ENTER RESPONSE
J775 790 774(N1)
Q775S
C1 R's
C2 spouse/partner's
C3 other family members'
G 1=774(1)
G 2=M7(2/3)+25(N2)
G 3=M7(4/39)+25(N2)
J776 777 6(1)=:1:
J776 777 M7(2)+25(2.K2.K3)=:1:
Q776B 774 N10_1.IRA/KEOGH ACCOUNTS YOURS?
/ QxQ
/
/~IF 775(1)
/ Are any of the IRA or Keogh accounts yours?
/~ELSE 775(2)
/~IF M7(2)+25(N2)
/ Does your spouse have IRA or Keogh accounts?
/~ELSE
/ Does your partner have IRA or Keogh accounts?
/~END
/
/~ELSE 775(3)
/ Do any other family members have IRA or Keogh accounts?
/~END
/
/ ^B
J777 776 B776(0+"0")=PLEASE ENTER RESPONSE
J777 775 776(A+N1)
Q777UB 2 N11.NUMBER OF IRA/KEOGH ACCOUNTS
/
/
/~IF 775(1)
/ How many IRA and Keogh accounts do you have?
/~ELSE 775(2)
/~IF M7(2)+25(N2)
/ How many IRA and Keogh accounts does your spouse have?
/~ELSE
/ How many IRA and Keogh accounts does your partner have?
/~END
/
/~ELSE 775(3)
/ How many IRA and Keogh accounts do your other family members have?
/~END
/
/ ^B # ACCTS
V !U__!(1/99)
J778 775 777(0+"0").777(K2)
J778 779
Q778X
C1 are these
C2 is this an
C3 accounts
C4 account
C5 Are they
C6 Is this
C7 all of your
C8 this
G 1,3,5,7=777(N1)
G 2,4,6,8=777(1)
Q779B N12.IRA OR KEOGH?
/ QxQ
/^775 IRA/KEOGH
/
/~IF 775(1)
/ About your ^778(3.4), ^778(1.2) IRA or Keogh ^778(3.4)?
/~ELSE 775(2)
/~IF M7(2)+25(N2)
/ About your spouse's ^778(3.4), ^778(1.2) IRA or Keogh ^778(3.4)?
/~ELSE
/ About your partner's ^778(3.4), ^778(1.2) IRA or Keogh ^778(3.4)?
/~END
/
/~ELSE
/ About your ^775 ^778(3.4), ^778(1.2) IRA or Keogh ^778(3.4)?
/~END
/
/ ^B
C0
C1 IRA
C2 KEOGH
C3 IRA AND KEOGH
G 0,1,2
G 3=777(G1.K2.K3)
J780 779 B779(0+"0")=PLEASE ENTER RESPONSE
Q780MC N13.INSTITUTION
/ QxQ
/^775 IRA/KEOGH
/
/ Please look at the Institutions Card. ^778(5.6) with any of the
/ institutions on the Institutions Card, or from someplace else?
/ (CODE ALL THAT APPLY.) (IF INSTITUTIONS CARD: Which institution(s)?)
/ (IF SOMEPLACE ELSE: What type(s) of institution(s)? (INTERVIEWER: CHECK
/ INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS MENTIONED.)
C01 ^45M43(1)=
C02 ^45M43(2)=
C03 ^45M43(3)=
C04 ^45M43(4)=
C05 ^45M43(5)=
C06 ^45M43(6)=
C07 OTHER
C11 COMMERCIAL BANK
C12 S&L/SAV BANK
C13 CREDIT UNION
C16 BROKERAGE
G 0,1/7
G 11/16=0A(6.0)=43AM45(N"<")=
G E1/16
J781 780 B0(GQ777)+777(G0)=780U(1/16)==NUMBER OF ACCOUNTS IS ^77
/7, CAN'T HAVE MORE THAN ^777 INSTITUTIONS
J781 781 782 M43(Q780)+45("<")
Q781B
/
/
/ INSTITUTIONS ALREADY LISTED:
/ '^45M45(N"<")31(
/
/ ENTER NAME OF NEW INSTITUTION:
/ '^E45M43(Q780)+45("<")55(
/
/
/
/
/ ^B
C1 PRESS ENTER TO CONTINUE
J782 783 780(N7)
Q782U N13V.
/
/
/ PLEASE SPECIFY.
V M!a_!
Q783UB 7 N14.TOTAL AMOUNT IN ACCOUNTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/^775 IRA KEOGH
/
/
/~IF 775(1)
/ How much in total is in your ^778(3.4)?
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/~ELSE 775(2)
/~IF M7(2)+25(N2)
/ How much in total is in your spouse's ^778(3.4)?
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/~ELSE
/ How much in total is in your partner's ^778(3.4)?
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/~END
/
/~ELSE
/ How much in total is in your ^775 ^778(3.4)?
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/
/~END
/
/ ^B
V !.A$_,___,___.!("range",1/9999999)
*******************************CALL DKDOL*************************************
J784 775 783(0+"0")
Q784T 30 DK.~DKDOL.VQ
C1 ^783
C2 6
J775 783 B784("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
R775 784
Q785B IRA/KEOGH
/
/ (IRA/KEOGH ACCOUNTS)
/
/~IF M775(1)+776(1)
/ PERSON: ^775M775(1)= NUMBER: ^777M775(1)= TYPE(S): ^779M775(1)=
/ INSTITUTION(S): ^780M775(1)=
/ AMOUNT: ^783M775(1)=
/
/~END
/~IF M775(2)+776(1)
/ PERSON: ^775M775(2)= NUMBER: ^777M775(2)= TYPE(S): ^779M775(2)=
/ INSTITUTION(S): ^780M775(2)=
/ AMOUNT: ^783M775(2)=
/
/~END
/~IF M775(3)+776(1)
/ PERSON: ^775M775(3)= NUMBER: ^777M775(3)= TYPE(S): ^779M775(3)=
/ INSTITUTION(S): ^780M775(3)=
/ AMOUNT: ^783M775(3)=
/~END
/
/ ^B
C1 CONTINUE
V B
J786 787
Q786X
C1 this
C2 all of your
C3 account
C4 accounts
G 1,3=0(1)=777M777(G0)=
G 2,4=0(N1)=777M777(G0)=
Q787B N15.HOW IS IRA/KEOGH INVESTED?
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ How is the money in ^786(1.2) IRA and Keogh ^786(3.4) invested? Is most
/ of it in CDs or other bank accounts, most of it in stocks, most of it
/ in bonds or similar assets, or what?
/~ELSE
/ How is the money in ^786(1.2) family's IRA and Keogh ^786(3.4) invested?
/ Is most of it in CDs or other bank accounts, most of it in stocks, most
/ of it in bonds or similar assets, or what?
/~END
/
/ ^B
C0
C01 CDs/Bank accounts
C02 Stock
C03 Bonds/Similar assets
C04 Other
J788 787 B787(0+"0")=PLEASE ENTER RESPONSE
J788 790 787(N4)
Q788U N15V.
/
/
/ PLEASE SPECIFY.
V M!a_!
Q790B 19 N16.HAVE MONEY-MARKET ACCOUNTS?
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Not including any accounts I have already recorded, do you have any money
/ market accounts?
/~ELSE
/ Not including any accounts I have already recorded, do you or anyone in
/ your family here have any money market accounts?
/~END
/
/ ^B
J791 790 B790(0+"0")=PLEASE ENTER RESPONSE
J791 807 790(A+N1)
Q791UB 2 N16_1.NUMBER OF MONEY-MARKET ACCOUNTS
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Altogether, how many of these money market accounts do you have?
/~ELSE
/ Altogether, how many of these money market accounts do you and your
/ family living here have?
/~END
/
/ ^B # OF MONEY MARKET ACCOUNTS
V (1/99){Nn}
Q792S
C1 1
C2 2
C3 3
Q793B 19 N17.CHECK WRITING PRIVILEGES?
/ QxQ
/~IF 792(LEQ791)
/MONEY MARKET ACCOUNT: ^792 OF ^791
/~ELSE
/MONEY MARKET ACCOUNT: ^792
/~END
/
/
/~IF 791(1)
/ Does this account have check-writing privileges?
/~ELSE
/~IF 792(1)
/ Does the largest account have check-writing privileges?
/~ELSE
/ Does the next largest account have check-writing privileges?
/~END
/~END
/
/ ^B
J794 793 B793(0+"0")=PLEASE ENTER RESPONSE
Q794B 19 N18.TAX-FREE ACCOUNT?
/ QxQ
/~IF 792(LEQ791)
/MONEY MARKET ACCOUNT: ^792 OF ^791
/~ELSE
/MONEY MARKET ACCOUNT: ^792
/~END
/
/ Is this a tax-free money market account?
/
/
/ ^B
J795 794 B794(0+"0")=PLEASE ENTER RESPONSE
Q795B 758 N19.INSTITUTION
/~IF 792(LEQ791)
/MONEY MARKET ACCOUNT: ^792 OF ^791
/~ELSE
/MONEY MARKET ACCOUNT: ^792
/~END
/
/ Please look at the Institutions Card. Is this account with any
/ of the institutions on the Institutions Card, or from someplace
/ else? (IF INSTITUTIONS CARD: Which institution?) (IF SOMEPLACE ELSE:
/ What type of institution is that?) (INTERVIEWER: CHECK INSTITUTIONS
/ CARD AND UPDATE IF A NEW INSTITUTION IS MENTIONED.)
/ ^C2
/ ^B
J796 795 B795(0+"0")=PLEASE ENTER RESPONSE
J796 796 797 M43(Q795)+45("<")
Q796B
/
/
/ INSTITUTIONS ALREADY LISTED:
/ '^45M45(N"<")31(
/
/ ENTER NAME OF NEW INSTITUTION:
/ '^E45M43(Q795)+45("<")55(
/
/
/
/
/ ^B
C1 PRESS ENTER TO CONTINUE
J797 798 795(N7)
Q797U N19V.
/
/
/
/ PLEASE SPECIFY.
V !a_!
Q798UB 7 N20.AMOUNT IN ACCOUNT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 792(LEQ791)
/MONEY MARKET ACCOUNT: ^792 OF ^791
/~ELSE
/MONEY MARKET ACCOUNT: ^792
/~END
/
/
/ How much is in this account? IF R GIVES A RANGE,
/ PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",1/9999999)
*******************************CALL DKDOL*************************************
J799 800 798(0+"0")
Q799T 30 DK.~DKDOL.VQ
C1 ^798
C2 5
J800 798 B799("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J800 802 7(1)
Q800B 764 N20_2.JOINT, YOUR NAME, SPOUSE'S NAME
/~IF 792(LEQ791)
/MONEY MARKET ACCOUNT: ^792 OF ^791
/~ELSE
/MONEY MARKET ACCOUNT: ^792
/~END
/
/~IF M7(2)+8(1)+25(N2)
/ Is this a joint money market account, or is the account in your name,
/ in your husband's name, or something else?
/~ELSE M7(2)+8(2)+25(N2)
/ Is this a joint money market account, or is the account in your name,
/ in your wife's name, or something else?
/~ELSE M7(3)+25(N2)
/ Is this a joint money market account, or is the account in your name,
/ in your partner's name, or something else?
/~ELSE 0A(LE1)=6AM25(N2)=
/ Is this money market account in your name or something else?
/~ELSE
/ Is this a joint money market account, or is the account in your name?
/~END
/
/ ^B
J801 800 B800(0+"0")=PLEASE ENTER RESPONSE
J801 802 800(N5)
Q801U N20_2V.
/
/
/ PLEASE SPECIFY.
V M!a_!
J802 803 792(3)+791(G3)=:1:
Q802B 19 N21.ANOTHER MONEY-MARKET ACCOUNT?
/~IF 792(LEQ791)
/MONEY MARKET ACCOUNT: ^792 OF ^791
/~ELSE
/MONEY MARKET ACCOUNT: ^792
/~END
/
/
/~IF 792(LQ791)
/ INTERVIEWER: CAN R PROVIDE INFORMATION ABOUT ANOTHER
/ MONEY MARKET ACCOUNT?
/~ELSE
/ Do you have another money market account I have not already recorded?
/~END
/
/ ^B
J792 802 B802(0+"0")=PLEASE ENTER RESPONSE
J792 805 802(2.K2.K3)+791(LE1)
J792 803 802(2.K2.K3)+791(G1)
R792 802
J803 805 802(K2.K3)
J803 803 805 802(1).792(LQ791)
Q803UB 9 N21_1.AMOUNT IN REMAINING ACCOUNTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 0A(LE1)=6AM25(N2)=
/ How much is in all your remaining money market accounts?
/~ELSE
/ How much is in all your family's remaining money market accounts?
/~END
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
J804 805 803(0+"0")
Q804T 30 DK.~DKDOL.VQ
C1 ^803
C2 5
J805 803 B804("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q805B MONEY MARKET.
/
/ (MONEY MARKET ACCOUNTS)
/
/ NO. CHECKS TAX FREE INSTITUTION AMOUNT JOINT
/ '^792M792(1)3( '^7935( '^794( '^79512( '^79812( '^800(
/ '^792M792(2)3( '^7935( '^794( '^79512( '^79812( '^800(
/ '^792M792(3)3( '^7935( '^794( '^79512( '^79812( '^800(
/
/~IF 803("range".K2.K3.G0)
/ AMOUNT IN REMAINING ACCOUNTS: ^803
/~END
/
/ ^B
C1 CONTINUE
C2 ADD MORE
G 1
G 2=792(L3)
V B
J807 802 B805(2)=CHANGE ASWER TO 'YES' TO ADD MORE
Q807B 19 N22.HAVE CDS?
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Not including CDs that are part of IRAs or Keoghs, do you have any CDs
/ or certificates of deposit at financial institutions?
/~ELSE
/ Not including CDs that are part of IRAs or Keoghs, do you or anyone in
/ your family here have any CDs or certificates of deposit at financial
/ institutions?
/~END
/
/ (IF R ASKS: CDs ARE CERTIFICATES HELD FOR A SET PERIOD OF TIME THAT
/ MUST BE CASHED OR RENEWED AT THE MATURITY DATE.)
/
/ ^B
J808 807 B807(0+"0")=PLEASE ENTER RESPONSE
J808 816 807(A+N1)
Q808UB 3 N22_1.NUMBER OF CDS
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Altogether, how many such CDs do you have?
/~ELSE
/ Altogether, how many such CDs do you and your family living here have?
/~END
/
/ ^B # CERTIFICATES
/
V (1/999)
Q809UB 9 N22_2.VALUE OF CDS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/~IF 808(G1)
/ What is the total dollar value of all these CDs?
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/~ELSE
/ What is the total dollar value of this CD?
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/~END
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
J810 811 809(0+"0")
Q810T 30 DK.~DKDOL.VQ
C1 ^809
C2 5
J811 809 B810("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q811MC 780 N22_3.INSTITUTION
/ QxQ
/~IF 808(1)
/
/ (Please look the at Institutions Card.) Is this CD with any of the
/ institutions on the Institutions Card, or from someplace else?
/ (CODE ALL THAT APPLY) (IF INSTITUTIONS CARD: Which institution?)
/ (IF SOMEPLACE ELSE: What type of institution?) (INTERVIEWER:
/ CHECK INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS MENTIONED.)
/~ELSE
/ (Please look the at Institutions Card.) Are these CDs with any of the
/ institutions on the Institutions Card, or from someplace else?
/ (CODE ALL THAT APPLY) (IF INSTITUTIONS CARD: Which institutions?)
/ (IF SOMEPLACE ELSE: What types of institutions?) (INTERVIEWER:
/ CHECK INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS MENTIONED.)
/~END
/
J812 811 B0(GQ808)+808(G0)=811U(1/16)==SORRY, CAN'T HAVE MORE IN
/STITUTIONS THAN ACCOUNTS
J812 812 813 M43(Q811)+45("<")
Q812B
/
/
/ INSTITUTIONS ALREADY LISTED:
/ '^45M45(N"<")31(
/
/ ENTER NAME OF NEW INSTITUTION:
/ '^E45M43(Q811)+45("<")57(
/
/
/
/
/ ^B
C1 PRESS ENTER TO CONTINUE
J813 814 811(N7)
Q813U N22_3V.
/
/
/ PLEASE SPECIFY.
V M!a_!
J814 815 6(1)
Q814B 764 N22_4.JOINT, YOUR NAME, SPOUSE'S NAME
/
/
/~IF 808(1)
/
/~IF M7(2)+8(1)+25(N2)
/ Is this CD held jointly, or is it in your name, in your husband's name,
/ or something else?
/~ELSE M7(2)+8(2)+25(N2)
/ Is this CD held jointly, or is it in your name, in your wife's name, or
/ something else?
/~ELSE M7(3)+25(N2)
/ Is this CD held jointly, or is it in your name, in your partner's name,
/ or something else?
/~ELSE 0A(LE1)=6AM25(N2)=
/ Is this CD in your name or something else?
/~ELSE
/ Is this CD held jointly, or is it in your name?
/~END
/
/~ELSE
/~IF M7(2)+8(1)+25(N2)
/ Is most of the money in these CDs held jointly, or is most of it in your
/ name, in your husband's name, or something else?
/~ELSE M7(2)+8(2)+25(N2)
/ Is most of the money in these CDs held jointly, or is most of it in your
/ name, in your wife's name, or something else?
/~ELSE M7(3)+25(N2)
/ Is most of the money in these CDs held jointly, or is most of it in your
/ name, in your partner's name, or something else?
/~ELSE 0A(LE1)=6AM25(N2)=
/ Is most of the money in these CDs in your name or something else?
/~ELSE
/ Is most of the money in these CDs held jointly, or is most of it in
/ your name?
/~END
/
/~END
/
/ ^B
J815 814 B814(0+"0")=PLEASE ENTER RESPONSE
J815 816 814(N5)
Q815U N22_4V.
/
/
/ PLEASE SPECIFY.
V M!a_!
Q816B 19 N23.ANY OTHER ACCOUNTS?
/ QxQ
/SAVINGS
/
/~IF 0A(LE1)=6AM25(N2)=
/ Do you have any other accounts at banks, savings and loan associations,
/ or credit unions? These could be passbook accounts, share accounts,
/ Christmas Club accounts, or any other type of savings account.
/~ELSE
/ Do you or anyone in your family living here have any other accounts at
/ banks, savings and loan associations, or credit unions? These could be
/ passbook accounts, share accounts, Christmas Club accounts, or any other
/ type of savings account.
/~END
/
/ ^B
J817 816 B816(0+"0")=PLEASE ENTER RESPONSE
J817 831 816(A+N1)
Q817UB 3 N23_1.NUMBER OF OTHER ACCOUNTS
/ QxQ
/SAVINGS
/
/~IF 0A(LE1)=6AM25(N2)=
/ How many such accounts do you have?
/~ELSE
/ How many such accounts do you and your family living here have?
/~END
/
/
/ ^B # ACCOUNTS
V (1/999){Nnn}
Q818S
C1 1
C2 2
C3 3
C4 4
C5 5
Q819B 758 N24.INSTITUTION
/SAVINGS ACCOUNT: ^818 OF ^817
/
/~IF 817(1)
/ Please look at the Institutions Card. Is this account with any of
/ the institutions on the Institutions Card, or from someplace else?
/ (IF INSTITUTIONS CARD: Which institution?) (IF SOMEPLACE ELSE: What type
/ of institution is that?) (INTERVIEWER: CHECK THE INSTITUTIONS CARD AND
/ UPDATE IF A NEW INSTITUTION IS MENTIONED.)
/~ELSE
/~IF 818(1)
/ Please look at the Institutions Card. Is the largest account with any
/ of the institutions on the Institutions Card, or from someplace else? (IF
/ INSTITUTIONS CARD: Which institution?) (IF SOMEPLACE ELSE: What type of
/ institution is that?) (INTERVIEWER: CHECK THE INSTITUTIONS CARD AND UPDATE
/ IF A NEW INSTITUTION IS MENTIONED.)
/~ELSE
/ Please look at the Institutions Card. Is the next largest account with any
/ of the institutions on the Institutions Card, or from someplace else? (IF
/ INSTITUTIONS CARD: Which institution?) (IF SOMEPLACE ELSE: What type of
/ institution is that?) (INTERVIEWER: CHECK THE INSTITUTIONS CARD AND UPDATE
/ IF A NEW INSTITUTION IS MENTIONED.)
/~END
/
/~END
/^C2
/ ^B
J820 819 B819(0+"0")=PLEASE ENTER RESPONSE
J820 820 821 M43(Q819)+45("<")
Q820B
/
/
/ INSTITUTIONS ALREADY LISTED:
/ '^41M41(N"<")31(
/
/ ENTER NAME OF NEW INSTITUTION:
/ '^E45M43(Q819)+45("<")55(
/
/
/
/
/ ^B
C1 PRESS ENTER TO CONTINUE
J821 823 819(N7)
Q821U N24V.
/
/
/ PLEASE SPECIFY.
V M!a_!
Q823UB 7 N25.AMOUNT IN SAVINGS ACCOUNT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/SAVINGS ACCOUNT: ^818 OF ^817
/
/
/ How much is in this account? IF R GIVES A RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",1/9999999)
*******************************CALL DKDOL*************************************
J824 825 823(0+"0")
Q824T 30 DK.~DKDOL.VQ
C1 ^823
C2 7
J825 823 B824("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J825 827 6(1)
Q825B 764 N25_2.JOINT, YOUR NAME, SPOUSE'S NAME
/SAVINGS ACCOUNT: ^818 OF ^817
/
/
/~IF M7(2)+8(1)+25(N2)
/ Is this a joint savings account, or is the account in your name,
/ in your husband's name, or something else?
/~ELSE M7(2)+8(2)+25(N2)
/ Is this a joint savings account, or is the account in your name,
/ in your wife's name, or something else?
/~ELSE M7(3)+25(N2)
/ Is this a joint savings account, or is the account in your name,
/ in your partner's name, or something else?
/~ELSE 0A(LE1)=6AM25(N2)=
/ Is this savings account in your name or something else?
/~ELSE
/ Is this a joint savings account, or is the account in your name?
/~END
/
/ ^B
J826 825 B825(0+"0")=PLEASE ENTER RESPONSE
J826 827 825(N4)
Q826U N25_2V.
/
/
/ PLEASE SPECIFY.
V M!a_!
J827 828 818(5)+817(G5)=:1:
Q827B 19 N26.ANOTHER SAVINGS ACCOUNT?
/SAVINGS ACCOUNT: ^818 OF ^817
/
/
/~IF 818(LQ817)
/ INTERVIEWER: CAN R PROVIDE INFORMATION ABOUT ANOTHER
/ SAVINGS ACCOUNT?
/~ELSE
/ Do you have another savings account?
/~END
/
/ ^B
J818 827 B827(0+"0")=PLEASE ENTER RESPONSE
J818 830 827(2.K2.K3)+817(LE1)
J818 828 827(2.K2.K3)+817(G1)
R818 827
J828 830 827(K2.K3)
J828 828 830 827(1).818(LQ817)
Q828UB 9 N26_1.AMOUNT IN REMAINING SAVINGS ACCOUNTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ How much is in all your remaining savings accounts? (What was the
/ average over the last month?)
/~ELSE
/ How much is in all your family's remaining savings accounts?
/ (What was the average over the last month?)
/~END
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
J829 830 828(0+"0")
Q829T 30 DK.~DKDOL.VQ
C1 ^828
C2 7
J830 828 B829("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q830B SAVINGS.
/
/ (SAVINGS ACCOUNTS)
/
/ NO. INSTITUTION AMOUNT JOINT
/ '^818M818(1)8( '^81915( '^82312( '^8259(
/ '^818M818(2)8( '^81915( '^82312( '^8259(
/ '^818M818(3)8( '^81915( '^82312( '^8259(
/ '^818M818(4)8( '^81915( '^82312( '^8259(
/ '^818M818(5)8( '^81915( '^82312( '^8259(
/
/~IF 828("range".K2.K3.G0)
/ AMOUNT IN REMAINING ACCOUNTS: ^828
/~END
/
/ ^B
C1 CONTINUE
C2 ADD MORE
G 1
G 2=818(L5)
V B
J831 827 B830(2)=CHANGE ANSWER TO YES TO ADD MORE
Q831B 19 N27.SHARES IN MUTUAL FUNDS?
/ QxQ
/
/ Not including any pension-type, thrift-saving, 401K, or IRA/Keogh
/~IF 0A(LE1)=6AM25(N2)=
/ plans, do you have any shares in mutual funds?
/~ELSE
/ plans, do you or anyone in your family here have any shares in mutual
/ funds?
/~END
/
/ ^B
J832 831 B831(0+"0")=PLEASE ENTER RESPONSE
J832 852 831(A+N1)
Q832S
C1 Stock Funds
C2 Tax-Free Bond Funds
C3 Government or Government backed Bond Funds
C4 Other Bond Funds
C5 Combination funds or any other mutual funds
Q833B 22 N28.DO YOU HAVE (TYPE MUTUAL FUND)
/ QxQ
/MUTUAL FUNDS
/
/
/~IF 832(1)
/ I need to know what types of mutual funds you have. Do you have. . .
/ ^832?
/~ELSE
/ Do you have. . .
/ ^832?
/~END
/
/ ^B
J834 833 B833(0+"0")=PLEASE ENTER RESPONSE
J834 836 833(A+N1)
Q834UB 7 N29.MARKET VALUE OF (TYPE MUTUAL FUND)
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/MUTUAL FUNDS
/
/
/~IF 0A(LE1)=6AM25(N2)=
/~IF 832(1.2.4)
/ What is the total market value of all of the ^832
/ that you have?
/~ELSE 832(5)
/ What is the total market value of all of the Combination funds or
/ any other mutual funds that you have?
/~ELSE 832(3)
/ What is the total market value of all of the Government or Government
/ backed Bond Funds that you have?
/~END
/~ELSE
/~IF 832(1.2.4)
/ What is the total market value of all of the ^832
/ that you and your family living here have?
/~ELSE 832(5)
/ What is the total market value of all of the Combination funds or
/ any other mutual funds that you and your family living here have?
/~ELSE 832(3)
/ What is the total market value of all of the Government or Government
/ backed Bond Funds that you and your family living here have?
/~END
/~END
/
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",1/9999999)
*******************************CALL DKDOL*************************************
J835 836 834(0+"0")
Q835T 30 DK.~DKDOL.VQ
C1 ^834
C2 5
J836 834 B835("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q836UT 14 |833U(1)=+836
R832 836
J837 841 M833(1.K2)
Q837U N29V.EXPLAIN
/
/
/ PLEASE EXPLAIN TYPE OF MUTUAL FUNDS.
V !a_!
Q838UB 7 N29_6.TOTAL VALUE OF MUTUAL FUNDS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/MUTUAL FUNDS
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ What is the total market value of all of the mutual funds that you have?
/~ELSE
/ What is the total market value of all of the mutual funds that you and
/ your family living here have?
/~END
/
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/
/
/ ^B
V !.A$_,___,___.!("range",1/9999999)
*******************************CALL DKDOL*************************************
J839 841 838(0+"0")
Q839T 30 DK.~DKDOL.VQ
C1 ^838
C2 5
J841 838 B839("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q841B MUTUAL FUNDS.
/
/
/ TYPE HELD? MKT VALUE
/ '^832M832(G0)22( '^833( '^83412(
/
/
/
/
/
/
/
/ ^B
C1 CONTINUE
V B
Q842UB 3 N27_1.NUMBER OF MUTUAL FUNDS
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ In how many different mutual funds do you own shares?
/~ELSE
/ In how many different mutual funds does your family own shares?
/~END
/ (INTERVIEWER: WE WANT THE NUMBER OF FUNDS, NOT THE NUMBER OF FUND
/ MANAGEMENT COMPANIES.)
/
/ ^B# MUTUAL FUNDS
V (1/999)
J843 842 B842(LQ836)+842(G0)=ANSWER CAN'T BE LESS THAN THAN NUMB
/ER OF DIFFERENT TYPES HELD (^836)
J843 843 842(K2.K3).836(0)
Q843B N30.GAIN OR LOSS IN VALUE
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Overall has there been a gain or loss in the value of all these mutual
/ fund shares since you obtained them?
/~ELSE
/ Overall has there been a gain or loss in the value of all these mutual
/ fund shares since you or someone in your family here obtained them?
/~END
/
/ ^B
C0
C1 Gain
C2 Neither gain nor loss
C3 Loss
J844 843 B843(0+"0")=PLEASE ENTER RESPONSE
J844 848 843(A+N1)
Q844B N30_1.PERCENT OR AMOUNT GAINED
/
/
/ How much have they gained in value since they were obtained?
/
/ ^B
C0
C1 ENTER PERCENT
C2 ENTER AMOUNT
J845 844 B844(0+"0")=PLEASE ENTER RESPONSE
J845 846 844(A+N1)
Q845UB 6 N30_1A.PERCENT GAIN
/
/
/ ^B PERCENT GAIN
V !.U___.__%!(1/999.99)
J846 848 844(N2)
Q846UB 7 N30_1B.AMOUNT GAIN
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B AMOUNT GAIN
V !.A$_,___,___.!("range",1/9999999)
*******************************CALL DKDOL*************************************
J847 848 846(0+"0")
Q847T 30 DK.~DKDOL.VQ
C1 ^846
C2 6
J848 846 B847("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J848 852 843(N3)
Q848B N30_2.PERCENT OR AMOUNT LOST
/
/
/ How much have they lost in value since they were obtained?
/
/ ^B
C0
C1 ENTER PERCENT
C2 ENTER AMOUNT
J849 848 B848(0+"0")=PLEASE ENTER RESPONSE
J849 850 848(A+N1)
Q849UB 6 N30_2A.PERCENT LOST
/
/
/ ^B PERCENT LOST
V !.U___.__%!(1/100)
J850 852 848(N2)
Q850UB 7 N30_2B.AMOUNT LOST
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B AMOUNT LOST
V !.A$_,___,___.!("range",1/9999999)
*******************************CALL DKDOL*************************************
J851 852 850(0+"0")
Q851T 30 DK.~DKDOL.VQ
C1 ^850
C2 6
J852 850 B851("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q852B 19 N31.HAVE GOVERNMENT BONDS?
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ Do you have any U.S. government savings bonds? (THESE MAY BE CALLED
/ SERIES EE OR HH. ONE WAY THEY CAN BE PURCHASED IS BY PAYROLL DEDUCTION.)
/~ELSE
/ Do you or anyone in your family here have any U.S. government savings
/ bonds? (THESE MAY BE CALLED SERIES EE OR HH. ONE WAY THEY CAN BE
/ PURCHASED IS BY PAYROLL DEDUCTION.)
/~END
/
/
/ ^B
V B
J853 852 B852(0+"0")=PLEASE ENTER RESPONSE
J853 855 852(A+N1)
Q853UB 9 N31_1.VALUE OF SAVINGS BONDS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/ What is the total face value of all the savings bonds that you
/~IF 0A(LE1)=6AM25(N2)=
/ have?
/~ELSE
/ and your family have?
/~END
/
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q854T 30 DK.~DKDOL.VQ
C1 ^853
C2 7
J855 853 B854("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q855B 19 N32.HAVE ANY OTHER BONDS?
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ Not including any bonds or bills held in pension accounts or trusts,
/ or in accounts I have already recorded, do you have any other corporate,
/ municipal, government, or other type of bonds or bills?
/~ELSE
/ Not including any bonds or bills held in pension accounts or trusts,
/ or in accounts I have already recorded, do you or anyone here have any
/ other corporate, municipal, government, or other type of bonds or bills?
/~END
/
/ ^B
V B
J856 855 B855(0+"0")=PLEASE ENTER RESPONSE
J856 870 855(A+N1)
Q856S N33_1-5.
C1 Mortgage-backed bonds
C2 U.S. Government bonds or Treasury bills
C3 State or municipal bonds, or other taxfree bonds
C4 Foreign bonds
C5 Corporate or any other type of bonds
Q857B 19 N33_1-5.DO YOU HAVE (BOND TYPE)
/ QxQ
/BONDS
/
/
/~IF 856(1)
/ I need to know what types of bonds or bills you have. Do you have. . .
/ Mortgage-backed bonds such as those from "Ginnie-Mae", "Fannie-Mae" or
/ "Freddie-Mac"?
/~ELSE
/ Do you have. . .
/ ^856?
/~END
/
/ ^B
J858 857 B857(0+"0")=PLEASE ENTER RESPONSE
J858 862 857(A+N1)
Q858UB 8 N34_1-5.VALUE OF (BOND TYPE)
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/~IF 0A(LE1)=6AM25(N2)=
/~IF 856(N3)
/ What is the face value of all of the ^856
/ that you have?
/~ELSE
/ What is the face value of all of the State or municipal bonds, or other
/ taxfree bonds that you have?
/~END
/~ELSE
/~IF 856(N3)
/ What is the face value of all of the
/ ^856
/ that you and your family living here have?
/~ELSE
/ What is the face value of all of the State or municipal bonds, or other
/ taxfree bonds that you and your family living here have?
/~END
/~END
/
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/
/
/ ^B
V !.A$__,___,___.!("range",1/99999999)
*******************************CALL DKDOL*************************************
Q859T 30 DK.~DKDOL.VQ
C1 ^858
C2 1
J860 858 B859("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q860UB 8 N34_6-11.
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ What is the total market value? IF R GIVES A RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___,___.!("range",1/99999999)
*******************************CALL DKDOL*************************************
Q861T 30 DK.~DKDOL.VQ
C1 ^860
C2 1
J862 860 B861("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q862UT 14 |857U(1)=+862
R856 862
J863 868 M857(1.K2)
Q863U N34_11V.EXPLAIN
/
/
/
/ PLEASE EXPLAIN TYPE OF BONDS.
V !a_!
Q864UB 8 N34_12.FACE VALUE OF BONDS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ What is the face value of all of the bonds that you have?
/~ELSE
/ What is the face value of all of the bonds that you and your
/ family living here have?
/~END
/
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___,___.!("range",1/99999999)
*******************************CALL DKDOL*************************************
Q865T 30 DK.~DKDOL.VQ
C1 ^864
C2 1
J866 864 B865("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q866UB 8 N34_13.MARKET VALUE OF BONDS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ What is the total market value? IF R GIVES A RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___,___.!("range",1/99999999)
*******************************CALL DKDOL*************************************
Q867T 30 DK.~DKDOL.VQ
C1 ^866
C2 1
J868 866 B867("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q868UB 3 N32_1.NUMBER OF BONDS/BILLS
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ How many different bonds or bills do you own?
/~ELSE
/ How many different bonds or bills do you or your family own?
/~END
/
/
/ ^B # BONDS OR BILLS
/
V (1/999)
J869 869 836(0).868(K2.K3)
J869 868 B868(LQ862)+868(G0)=ANSWER CAN'T BE LESS THAN NUMBER OF
/ DIFFERENT TYPES HELD (^836)
Q869B BONDS.
/
/
/ TYPE HELD? FACE VALUE MKT VALUE
/ '^856M856(G0)22( '^857( '^8589( '^8609(
/
/
/
/
/
/
/
/ ^B
C1 CONTINUE
V B
Q870B 19 N35.OWN PUBLICLY TRADED STOCK?
/
/~IF 0A(LE1)=6AM25(N2)=
/
/ Not including any stock held through mutual funds, pension accounts or
/ trusts, or in accounts or businesses that I have already recorded,
/ do you own any stock which is publicly traded?
/~ELSE
/
/ Not including any stock held through mutual funds, pension accounts or
/ trusts, or in accounts or businesses that I have already recorded,
/ do you or anyone in your family living here own any stock which is
/ publicly traded?
/~END
/
/ ^B
J871 870 B870(0+"0")=PLEASE ENTER RESPONSE
J871 892 870(A+N1)
Q871UB 3 N36.NUMBER OF DIFFERENT STOCKS
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ In how many different companies do you own stock?
/~ELSE
/ In how many different companies do you or your family living here own
/ stock?
/~END
/
/ ^B # COMPANIES
/
V (1/999)
Q872UB 9 N37.MARKET VALUE OF STOCKS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/ What is the total market value of this stock?
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q873T 30 DK.~DKDOL.VQ
C1 ^872
C2 1
J883 872 B873("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q883B 19 N39.STOCK IN COMPANY WHERE WORKED?
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Of your publicly-traded stock, is any of it stock in a company where
/ you work or have worked?
/~ELSE
/ Of your family's publicly-traded stock, is any of it stock in a company
/ where you or anyone in your family living here work or have worked?
/~END
/
/ ^B
J884 883 B883(0+"0")=PLEASE ENTER RESPONSE
J884 887 883(A+N1)
Q884B 22 N39_05.THIS STOCK INCLUDED IN TOTALS?
/
/
/ Is this stock included in the totals you gave before?
/
/
/ ^B
Q885UB 9 N39_1.MARKET VALUE OF STOCK
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ What is the total market value of your stock in the company?
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q886T 30 DK.~DKDOL.VQ
C1 ^885
C2 3
J887 885 B886("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J887 885 B886(GQ873)+873(G0)+884(1)=CAN'T BE MORE THAN TOTAL VAL
/UE OF ALL STOCK HELD ($^873)
Q887B 19 N39_2.STOCK IN FOREIGN COMPANY?
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ Of your stock, is any of it stock in a company headquartered outside
/ of the United States?
/~ELSE
/ Of your family's stock, is any of it stock in a company headquartered
/ outside of the United States?
/~END
/
/ ^B
J888 887 B887(0+"0")=PLEASE ENTER RESPONSE
Q888B 22 N39_2_1.STOCK INCLUDED IN TOTAL?
/
/
/ Is this stock included in the totals you gave before?
/
/
/ ^B
Q890UB 9 N39_3.MARKET VALUE OF STOCK
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ What is the total market value in dollars of this stock?
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q891T 30 DK.~DKDOL.VQ
C1 ^890
C2 3
J874 890 B891("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J874 890 B891(GQ873)+873(G0)=AMOUNT CANNOT BE MORE THAN TOTAL ST
/OCK
Q874B N38.GAIN OR LOSS IN VALUE OF STOCK
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Overall has there been a gain or loss in the value of this stock since
/ you obtained it?
/~ELSE
/ Overall has there been a gain or loss in the value of all of your
/ family's stock since you or someone in your family here obtained it?
/~END
/
/ ^B
C0
C1 Gain
C2 Neither gain nor loss
C3 Loss
J875 874 B874(0+"0")=PLEASE ENTER RESPONSE
J875 879 874(A+N1)
Q875B N38_1.PERCENT OR AMOUNT GAINED
/
/
/ How much has it gained in value since it was obtained?
/
/ ^B
C0
C1 ENTER PERCENT
C2 ENTER AMOUNT
J876 875 B875(0+"0")=PLEASE ENTER RESPONSE
J876 877 875(A+N1)
Q876UB 6 N38_1A.PERCENT GAIN
/
/
/ ^B PERCENT GAIN
V !.U___.__%!(1/999.99)
J877 879 875(N2)
Q877UB 7 N38_1B.AMOUNT GAIN
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B AMOUNT GAIN
V !.A$_,___,___.!("range",1/9999999)
*******************************CALL DKDOL*************************************
Q878T 30 DK.~DKDOL.VQ
C1 ^877
C2 6
J879 877 B878("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J879 877 B877(GQ873)+873(G0)=AMOUNT CANNOT BE MORE THAN MARKET V
/ALUE ($^873)
J879 892 874(N3)
Q879B N38_2.PERCENT OR AMOUNT LOST
/
/
/ How much has it lost in value since it was obtained?
/
/ ^B
C0
C1 ENTER PERCENT
C2 ENTER AMOUNT
J880 879 B879(0+"0")=PLEASE ENTER RESPONSE
J880 881 879(A+N1)
Q880UB 6 N38_2A.PERCENT LOST
/
/
/ ^B PERCENT LOST
V !.U___.__%!(1/100)
J881 892 879(N2)
Q881UB 7 N38_2B.AMOUNT LOST
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B AMOUNT LOST
V !.A$_,___,___.!("range",1/9999999)
*******************************CALL DKDOL*************************************
Q882T 30 DK.~DKDOL.VQ
C1 ^881
C2 6
J892 881 B882("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q892B 19 N40.BROKERAGE ACCOUNT?
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Do you have a brokerage account for the purchase or sale of stocks and
/ other securities?
/~ELSE
/ Do you or anyone in your family here have a brokerage account for the
/ purchase or sale of stocks and other securities?
/~END
/
/ ^B
J893 892 B892(0+"0")=PLEASE ENTER RESPONSE
J893 907 892(A+N1)
Q893MC 780 N40_1.INSTITUTION
/ QxQ
/ Please look at the Institutions Card. (Is this/Are these) account(s) with
/ any of the institutions on the Institutions Card, or from someplace else?
/ (CODE ALL THAT APPLY.) (IF INSTITUTIONS CARD: Which institution(s)?)
/ (IF SOMEPLACE ELSE: What type(s) of institution(s)?) (INTERVIEWER:
/ CHECK INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS MENTIONED.)
J894 894 895 M43(Q893)+45("<")
Q894B
/
/
/ INSTITUTIONS ALREADY LISTED:
/ '^45M45(N"<")31(
/
/ ENTER NAME OF NEW INSTITUTION:
/ '^E45M43(Q893)+45("<")57(
/
/
/
/
/ ^B
C1 PRESS ENTER TO CONTINUE
J895 896 893(N7)
Q895U N40_1A.
/
/
/ PLEASE SPECIFY.
V M!a_!
Q896UB 4 N40_2.TIMES BOUGHT OR SOLD STOCKS
/ QxQ
/~IF 0A(LE1)=6AM25(N2)=
/ Over the past year, about how many times did you buy or sell stocks or
/ other securities through a broker?
/~ELSE
/ Over the past year, about how many times did you or anyone in your family
/ living here buy or sell stocks or other securities through a broker?
/~END
/
/
/ ^B TIMES PER
/
/ ^B
/
/ ^B
V !.U_,___.!(0/9996)
J897 1585 896(0)
Q897B N40_2F.FREQUENCY BOUGHT OR SOLD STOCKS
C1 DAILY
C2 WEEKLY
C3 MONTHLY
C4 QUARTERLY
C5 YEARLY
C6 OTHER
Q1585B
C0 PRESS [ENTER] TO CONTINUE
J898 899 897(N6)
Q898U N40_2FV.
/
/
/
/ PLEASE SPECIFY.
V !a_!
Q899B 19 N40_3.CASH/CALL MONEY ACCOUNTS?
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ Not including any accounts you've told me about, do you have a "cash" or
/ "call money" account at a stock brokerage?
/~ELSE
/ Not including any accounts you've told me about, do you or anyone in your
/ family living here have a "cash" or "call money" account at a stock
/ brokerage?
/~END
/ (IF R ASKS: CASH OR CALL MONEY ACCOUNTS HOLD MONEY RECEIVED FROM THE
/ SALE OF STOCK UNTIL THE MONEY IS REINVESTED.)
/
/ ^B
J900 899 B899(0+"0")=PLEASE ENTER RESPONSE
J900 902 899(A+N1)
Q900UB 9 N40_4.VALUE OF CASH/CALL MONEY ACCOUNTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ What is the total dollar value of all the cash or call money accounts
/~IF 0A(LE1)=6AM25(N2)=
/ that you have?
/~ELSE
/ that you and your family living here have?
/~END
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q901T 30 DK.~DKDOL.VQ
C1 ^900
C2 3
J902 900 B901("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q902B 19 N40_5.MARGIN LOANS?
/ QxQ
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ Other than loans you have already told me about, do you have any
/ margin loans at a stock brokerage?
/~ELSE
/ Other than loans you have already told me about, do you or anyone in your
/ family living here have any margin loans at a stock brokerage?
/~END
/
/ ^B
J903 902 B902(0+"0")=PLEASE ENTER RESPONSE
J903 907 902(A+N1)
Q903B 19 N40_5A. TELL ME EARLIER?
/
/
/
/ Did you tell me about this loan earlier?
/^C1
/
/ ^B
J904 905 903(2.K2.K3)
J904 903 B903(0+"0")=PLEASE ENTER RESPONSE
Q904B 507 N40_5B. WHERE?
/
/
/ Which loan was that?
/
/ ^B
J1597 904 B904(0+"0")=PLEASE ENTER RESPONSE
J1597 905 904(N7)
Q1597U N440_5BV.
/
/
/ PLEASE SPECIFY.
V M!a_!
Q905UB 9 N40_6.BALANCE ON MARGIN LOANS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ Altogether, what is the current balance on these margin loans?
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q906T 30 DK.~DKDOL.VQ
C1 ^905
C2 3
J907 905 B906("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q907B 19 N41.INCOME FROM TRUST, ANNUITY?
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ Not including pension-type accounts, or any assets that I have already
/ recorded, do you receive income from or have assets in a trust, annuity,
/ or managed investment account that you have not already told me about?
/~ELSE
/ Not including pension-type accounts, or any assets that I have already
/ recorded, do you or anyone in your family here receive income from or
/ have assets in a trust, annuity, or managed investment account that you
/ have not already told me about?
/~END
/
/ ^B
J908 907 B907(0+"0")=PLEASE ENTER RESPONSE
J908 924 907(A+N1)
Q908MC N42.TRUSTS, ANNUITIES, OR MANAGED INVESTMENT?
/
/
/ What are these; are they legal trusts, annuities, or managed investment
/ accounts? (CODE ALL THAT APPLY)
C01 Legal trusts
C02 Annuities
C03 Managed investment accounts
C04 Other
C10
G 1/4
J909 910 908(N4)
Q909U N42A.
/
/
/ PLEASE SPECIFY.
V M!a_!
Q910B 19 N43.SET UP SO ENTITLED ONLY TO INCOME?
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Are any of these set up so that you are legally entitled only to the
/ income and do not have an equity interest?
/~ELSE
/ Are any of these set up so that you or your family living here are
/ legally entitled only to the income and do not have an equity interest?
/~END
/
/ ^B
J911 910 B910(0+"0")=PLEASE ENTER RESPONSE
J911 916 910(A+N1)
Q911UB 9 N43_1.AMOUNT OF INCOME FROM TRUST?
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ How much income did you receive from these income-only trusts,
/ annuities, or accounts in 1994?
/~ELSE
/ How much income did your family living here receive from these
/ income-only trusts, annuities, or accounts in 1994?
/~END
/
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/
/ ANNUAL AMOUNT: ^B IN '94
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q912T 30 DK.~DKDOL.VQ
C1 ^911
C2 3
J913 911 B912("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q913B 19 N43_2.TRUSTS/ANNUITIES W/EQUITY INTEREST?
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ Do you also have annuities, trusts, or managed investment accounts
/ in which you have an equity interest?
/~ELSE
/ Do you or your family living here also have annuities, trusts, or
/ managed investment accounts in which you or your family have an equity
/ interest?
/~END
/
/ ^B
J914 913 B913(0+"0")=PLEASE ENTER RESPONSE
J914 918 913(A+N1)
Q914UB 9 N43_3.DOLLAR AMOUNT OF INTEREST
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ What is the total dollar amount of your interest in these accounts?
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/~ELSE
/ What is the total dollar amount of your family's interest in these
/ accounts? IF R GIVES A RANGE, PRESS [F9] KEY.
/~END
/
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q915T 30 DK.~DKDOL.VQ
C1 ^914
C2 1
J916 914 B915("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J916 918 914(A)
Q916UB 9 N44.VALUE OF INTEREST
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ What is the total dollar value of your interest in all annuities, trusts,
/ or managed investment accounts?
/~ELSE
/ What is the total dollar value of your family's interest in all annuities,
/ trusts, or managed investment accounts?
/~END
/
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q917T 30 DK.~DKDOL.VQ
C1 ^916
C2 1
J918 916 B917("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q918MC 780 N45.INSTITUTION
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Who manages your trusts, annuities, or investment accounts,--is it
/ any of the institutions on the Institutions Card, or are they managed
/ by someone else? (CODE ALL THAT APPLY.)
/~ELSE
/ Who manages your family's trusts, annuities, or investment accounts,--is
/ it any of the institutions on the Institutions Card, or are they managed
/ by someone else? (CODE ALL THAT APPLY.)
/~END
/ (IF INSTITUTIONS CARD: Which institution(s)?) (IF SOMEPLACE ELSE: What
/ type of institution(s) or who manages them?) (INTERVIEWER: CHECK
/ INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS MENTIONED.)
J919 919 920 M43(Q918)+45("<")
Q919B
/
/
/ INSTITUTIONS ALREADY LISTED:
/ '^45M45(N"<")31(
/
/ ENTER NAME OF NEW INSTITUTION:
/ '^E45M43(Q918)+45("<")55(
/
/
/
/
/ ^B
C1 PRESS ENTER TO CONTINUE
J920 921 918(N7)
Q920U N45V.
/
/
/
/
/ PLEASE SPECIFY.
V M!a_!
Q921B N46.HOW IS MONEY IN TRUSTS INVESTED?
/ QxQ
/
/ How is the money in these trusts and managed accounts invested?
/ Is most of it in stocks, most of it in bonds or other interest-earning
/ assets, or what?
/
/
/ ^B
C0
C01 Stocks
C02 Bonds/Interest
C04 Other
C10
G 0/4
J922 921 B921(0+"0")=PLEASE ENTER RESPONSE
J922 924 921(N4)
Q922U N46A
/
/
/ PLEASE SPECIFY.
V M!a_!
Q924B 19 N47.LIFE INSURANCE?
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ Do you have any life insurance? Please include individual and group
/ policies, but not accident insurance.
/~ELSE
/ Do you or anyone in your family living here have any life insurance?
/ Please include individual and group policies, but not accident insurance.
/~END
/
/ ^B
J925 924 B924(0+"0")=PLEASE ENTER RESPONSE
J925 953 924(A+N1)
Q925B 19 N48.GROUP OR INDIV. TERM POLICIES?
/ QxQ
/
/ The two major types of life insurance are term and cash-value
/ policies. Term policies pay a benefit if the insured person dies, but
/ otherwise have no value. They are often provided through an employer
/ or union, but may also be bought by individuals. Cash-value policies
/ also pay a death benefit, but differ in that they build up a value as
/ premimums are paid. Other names for types of cash value policies are
/ "whole life" and "universal life."
/
/~IF 0A(LE1)=6AM25(N2)=
/ Are any of your policies individual term insurance?
/~ELSE
/ Are any of your family's policies individual term insurance?
/~END
/
/ ^B
J926 925 B925(0+"0")=PLEASE ENTER RESPONSE
J926 929 925(A+N1)
Q926UB 9 N48_1.FACE VALUE OF POLICIES
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ What is the current face value of all the term life policies that you
/ have?
/~ELSE
/ What is the current face value of all the term life policies that you
/ and your family living here have?
/~END
/
/ (THE FACE VALUE OF A POLICY IS WHAT THE POLICY WOULD PAY IN THE
/ EVENT OF DEATH)
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q927T 30 DK.~DKDOL.VQ
C1 ^926
C2 3
J928 926 B927("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q928B 19 N48_2.HAVE WHOLE/STRAIGHT LIFE POLICIES?
/
/
/ Do you have any policies that build up a cash value or that you can
/ borrow on? (IF R ASKS: THESE ARE SOMETIMES CALLED "WHOLE LIFE" OR
/ "STRAIGHT LIFE".)
/
/ ^B
J929 928 B928(0+"0")=PLEASE ENTER RESPONSE
J929 931 928(1)
J929 953 928(2)
J929 951 928(K2.K3)
Q929B 19 N49.HAVE POLICIES THAT BUILD UP CASH VALUE?
/ QxQ
/
/ Do you have any policies that build up a cash value or that you can
/ borrow on?
/
/ ^B
J930 929 B929(0+"0")=PLEASE ENTER RESPONSE
J930 930 931 925(2)+929(2)
Q930U N49V.EXPLAIN
/
/
/
/ PLEASE EXPLAIN TYPE OF INSURANCE.
V !a_!
J931 951 929(A+N1)
Q931UB 9 N49_1.FACE VALUE OF POLICIES THAT BUILD UP CASH
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ What is the current face value of all of the policies that build up a
/ cash value that you have? (THE FACE VALUE OF A POLICY IS WHAT THE
/ POLICY WOULD PAY IN THE EVENT OF DEATH.)
/~ELSE
/ What is the current face value of all of the policies that build up a
/ cash value that you and your family living here have? (THE FACE VALUE
/ OF A POLICY IS WHAT THE POLICY WOULD PAY IN THE EVENT OF DEATH.)
/~END
/
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q932T 30 DK.~DKDOL.VQ
C1 ^931
C2 3
J933 931 B932("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q933UB 9 N49_2.CASH VALUE OF POLICIES
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/ What is the total cash value of these policies? (THE CASH VALUE OF A
/ POLICY IS WHAT THE INSURANCE COMPANY WOULD PAY IF THE POLICY WERE
/ SURRENDERED BEFORE DEATH.)
/
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q934T 30 DK.~DKDOL.VQ
C1 ^933
C2 6
J935 933 B934("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q935B 19 N49_3.BORROWING AGAINST POLICIES?
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ Are you borrowing against these policies?
/~ELSE
/ Are you or your family borrowing against these policies?
/~END
/
/ ^B
J936 935 B935(0+"0")=PLEASE ENTER RESPONSE
J936 947 935(A+N1)
J936 937 934(0)
Q936B N49_4.NET OR GROSS VALUE
/ QxQ
/
/ Is the cash value you just gave me the net cash value, that is the
/ total cash value minus the loan, or is it the gross cash value?
/
/ ^B
C0
C1 Net
C2 Gross
J937 936 B936(0+"0")=PLEASE ENTER RESPONSE
Q937B 19 N49_5.RECORD LOANS EARLIER?
/
/
/ Did I record these loans earlier in the interview?
/
/
/ ^B
J938 937 B937(0+"0")=PLEASE ENTER RESPONSE
J938 940 937(A+N1)
Q938B 507 N49_6.WHERE?
/
/
/ Where did you tell me about these loans?
/
/ ^B
J939 938 B938(0+"0")=PLEASE ENTER RESPONSE
J939 940 938(N7)
Q939U N49_6V.
/
/
/ PLEASE SPECIFY.
V M!a_!
J940 947 937(1)
Q940UB 9 N49_7.AMOUNT CURRENTLY BORROWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ How much is currently borrowed?
/
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q941T 30 DK.~DKDOL.VQ
C1 ^940
C2 6
J942 940 B941("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J942 940 B936(1)+934(G0)+940(GQ934)=AMOUNT MUST BE LESS THAN THE
/ TOTAL CASH VALUE OF THE POLICIES ($^934)
Q942UB 5 N49_8.AMOUNT OF TYPICAL PAYMENTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ Typically how much are the payments on these loans?
/
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/ IF NO TYPICAL PAYMENTS, PRESS [F6].
/
/
/ ^B
V !.A$__,___.!("range,NT",0/99999)
*******************************CALL DKDOL*************************************
J943 946 942(0+"0").942("NT")
Q943T 30 DK.~DKDOL.VQ
C1 ^942
C2 8
J944 945 B943("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J944 946 943(0)
Q944B N49_8F.FREQUENCY OF TYPICAL PAYMENTS
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is that amount paid?
/
/ ^B
C0 /20 102 0
G 0,2/4,12,5,11,6,20
J945 944 B944(0+"0")=PLEASE ENTER RESPONSE
J945 946 944(N20)
Q945U N49_8V.
/
/
/ PLEASE SPECIFY.
V M!a_!
Q946UB 5 N49_9.ANNUAL RATE OF INTEREST
/
/
/ What is the current annual rate of interest being charged on
/ these loans?
/
/
/ ^B
V !.U__.__%!(0/100)
Q947UB 7 N49_10.AMOUNT OF PAYMENTS FOR POLICIES
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ How much are the premiums for these policies that build up
/ a cash value?
/
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/ IF NO TYPICAL PREMIUMS, PRESS [F6].
/
/
/ ^B
V !.A$_,___,___.!("range,NT",0/9999999)
*******************************CALL DKDOL*************************************
J948 951 947(0+"0").947("NT")
Q948T 30 DK.~DKDOL.VQ
C1 ^947
C2 8
J951 947 B948("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J949 951 948(0)
Q949B N49_10F.FREQUENCY OF PAYMENTS
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED.
/
/ And how often is that amount paid?
/
/ ^B
C0 /20 102 0
C21 Policy paid up
G 0,2/4,12,5,11,6,21,20
J950 949 B949(0+"0")=PLEASE ENTER RESPONSE
J950 951 949(N20)
Q950U N49_10V.
/
/
/ PLEASE SPECIFY.
V M!a_!
J951 953 947(A)
J951 951 953 924(1)+((925(2.K3)+929(2.K3)).(925(1)+929(K3)))
Q951UB 9 N50.FACE VALUE OF LIFE INSURANCE
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/~IF 0A(LE1)=6AM25(N2)=
/~IF 925(1)
/ Other than this term insurance, what is the current face value of all
/ the life insurance you own?
/~ELSE
/ What is the current face value of all the life insurance you own?
/~END
/~ELSE
/~IF 925(1)
/ Other than this term insurance, what is the current face value of all
/ the life insurance you and your family living here own?
/~ELSE
/ What is the current face value of all the life insurance you and your
/ family living here own?
/~END
/~END
/
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q952T 30 DK.~DKDOL.VQ
C1 ^951
C2 3
J953 951 B952("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q953B 19 N51.OWED MONEY BY FRIENDS/OTHERS?
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ We have talked about various types of savings, investments, and loans.
/ Other than what I have already recorded, are you owed any money by
/ friends, relatives outside the immediate family, businesses, or others?
/ (WE DO NOT WANT TO INCLUDE LOANS BETWEEN FINANCIALLY DEPENDENT FAMILY
/ MEMBERS.)
/~ELSE
/ We have talked about various types of savings, investments, and loans.
/ Other than what I have already recorded, are you or anyone in your family
/ living here owed any money by friends, relatives outside the immediate
/ family, businesses, or others? (WE DO NOT WANT TO INCLUDE LOANS BETWEEN
/ FINANCIALLY DEPENDENT FAMILY MEMBERS.)
/~END
/
/ ^B
J954 953 B953(0+"0")=PLEASE ENTER RESPONSE
J954 956 953(A+N1)
Q954UB 9 N51_1.AMOUNT OWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ Altogether, how much are you owed?
/
/ IF R GIVES A RANGE, PRESS [F9] KEY.
/
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q955T 30 DK.~DKDOL.VQ
C1 ^954
C2 6
J956 954 B955("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q956B 19 N52.OTHER ASSETS?
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Other than pension assets, do you have any other substantial assets that
/ I haven't already recorded -- for example, artwork, precious metals,
/ antiques, oil and gas leases, futures contracts, future proceeds from a
/ lawsuit or estate that is being settled, royalties, or something else?
/ (DO NOT INCLUDE PENSION-TYPE OR EMPLOYER PROFIT-SHARING ACCOUNTS HERE.)
/~ELSE
/ Other than pension assets, do you or anyone in your family living here
/ have any other substantial assets that I haven't already recorded --
/ for example, artwork, precious metals, antiques, oil and gas leases,
/ futures contracts, future proceeds from a lawsuit or estate that is
/ being settled, royalties, or something else? (DO NOT INCLUDE PENSION-
/ TYPE OR EMPLOYER PROFIT-SHARING ACCOUNTS HERE.)
/~END
/
/ ^B
J957 956 B956(0+"0")=PLEASE ENTER RESPONSE
J957 963 956(A+N1)
Q957S
C1 ASSET 1
C2 ASSET 2
C3 ASSET 3
Q958U N52_1.WHAT KIND OF ASSET?
/
/
/~IF 957(1)
/ About the most valuable of these .. What kind of asset is it?
/~ELSE
/ What kind of asset is it?
/~END
/
/ ONLY PROBE FOR MORE DETAIL ON ONE ITEM; DO NOT PROBE FOR
/ ADDITIONAL ITEMS ON THIS SCREEN
V !a_!
J959 960 958(N99)
Q959U N52_1V.
/
/
/ PLEASE SPECIFY.
V M!a_!
Q960UB 8 N52_2.VALUE HAVE IN ASSET
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ What is the total dollar value that you have in
/ this asset? IF R GIVES A RANGE, PRESS [F9] KEY.
/~ELSE
/ What is the total dollar value that you and your family living here
/ have in this asset? IF R GIVES A RANGE, PRESS [F9] KEY.
/~END
/
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q961T 30 DK.~DKDOL.VQ
C1 ^960
C2 6
J962 960 B961("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J962 963 957(3)
Q962B 19 N52_3.ANY OTHER ASSETS?
/
/
/ Do you have any other such substantial assets?
/
/ ^B
J957 962 B962(0+"0")=PLEASE ENTER RESPONSE
J957 963 962(2.K2.K3)
R957 962
Q963B 19 N53.OWE ANY OTHER MONEY?
/ QxQ
/
/~IF 0A(LE1)=6AM25(N2)=
/ Do you owe any other money not recorded earlier? (WE DO NOT WANT TO
/ INCLUDE LOANS BETWEEN FINANCIALLY DEPENDENT FAMILY MEMBERS.)
/~ELSE
/ Do you or anyone in your family living here owe any other money not
/ recorded earlier? (WE DO NOT WANT TO INCLUDE LOANS BETWEEN FINANCIALLY
/ DEPENDENT FAMILY MEMBERS.)
/~END
/
/ ^B
J964 963 B963(0+"0")=PLEASE ENTER RESPONSE
J964 967 963(A+N1)
Q964UB 9 N53_1. AMOUNT OWED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/ How much is owed? IF R GIVES A RANGE, PRESS [F9] KEY.
/
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q965T 30 DK.~DKDOL.VQ
C1 ^964
C2 6
J967 964 B965("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J967 967 968 751(1).790(1).807(1).816(1)
Q967B 19 N55.ACCOUNTS HELD IN FOREIGN CURRENCY?
/
/
/ Thinking about all the accounts we have talked about, are any of the
/ accounts you have told me about held in some currency other than U.S.
/ dollars?
/
/ ^B
J968 967 B967(0+"0")=PLEASE ENTER RESPONSE
Q968S
C01 ^45M43(1)=
C02 ^45M43(2)=
C03 ^45M43(3)=
C04 ^45M43(4)=
C05 ^45M43(5)=
C06 ^45M43(6)=
G '<1/6(=M43('<1/6()+45(N"<")
J969 968 M47(Q968)+48(A)=::^:
Q969B A6B.
/^C1
/
/ Now, I need a little more information on the institutions we've added
/ to the card since the start of the interview.
/
/ About ^45M43(Q968)=,
/ what kind of institution is this? (Is it a commercial bank, a savings
/ and loan or saving bank, a credit union, a finance or loan company, a
/ brokerage, or what?)
/
/
/ ^B
C0
C11 COMMERCIAL BANK
C12 S&L/SAVING BANK
C13 CREDIT UNION
C14 FINANCE/LOAN CO.
C16 BROKERAGE
C17 OTHER
J970 969 B969(0+"0")=PLEASE ENTER RESPONSE
J970 971 969(N17)
Q970U A6BV.SPECIFY
/
/
/ PLEASE SPECIFY.
V M!a_!
Q971MC 50 A7B.
/^C1
/
/~IF 0A(LE1)=6AM25(N2)=
/ How do you mainly do business with this institution (-by Cash Machine,
/ in person, by mail, by phone, by computer, or some other way)?
/~ELSE
/ How does your family mainly do business with this institution (-by Cash
/ Machine, in person, by mail, by phone, by computer, or some other way)?
/~END
/ CODE ALL THAT APPLY -- CODE MAIN METHOD FIRST
J972 972 973 971(7)
Q972U A7BV.SPECIFY
/
/
/ PLEASE SPECIFY.
V M!a_!
Q973B A8B.
/
/
/ Roughly, how many miles is the office or cash machine of this
/ institution from the home or workplace of the person who uses it
/ most often? IF R ASKS: WE WANT THE CLOSER OF THE DISTANCE FROM
/ HOME OR WORKPLACE.
/
/ ^B
/
/
/ ENTER MILES: ^B
/
/
/
/ ^B
C0
C1 LESS THAN A MILE
C2 ENTER EXACT MILES
C3 FOREIGN LOCATION
C4 LOCATED AT WORK
C5 OVER 50 MILES
C6 LOCAL PHONE OR POST BOX
J974 975 973(N2)
Q974UB 4 A8A.
V !U____!(1/9999)
Q975B
C0 PRESS [ENTER] TO CONTINUE
J1588 973 B973(0+"0")=PLEASE ENTER RESPONSE
Q1588UT 34 969 MOVE A6|48M47(Q968)=
Q1589UT 34 970 MOVE A6V|49M47(Q968)=
Q1590UT 34 971 MOVE A7|50M47(Q968)=
Q1591UT 34 972 MOVE A7V|51M47(Q968)=
Q1592UT 34 973 MOVE A8|52M47(Q968)=
Q1593UT 34 974 MOVE A8|53M47(Q968)=
Q1594UT 38 |2:55M47(Q968)=
R968 1594
********************************************************************************
* SECTION R: EMPLOYMENT *
********************************************************************************
R976 1284
Q976S RESPONDENT/SPOUSE STEP-THROUGH
C1 RESPONDENT
C2 RESPONDENT'S SPOUSE/PARTNER
G 1
G 2=M7(2/3)+25(1)
J977 978 976(1)+6(1)=:1:
J977 978 976(1)+M7(2)+21(2.K2.K3)=:1:
J977 978 976(1)+M7(2/3)+25(2)=:1:
J977 978 976(1)+M6(2)+7(N2+N3)=:1:
J977 1286 976(2)+M6(2)+7(N2/3)
J977 1286 976(2)+M7(2)+21(2.K2.K3)+25(N1)
J977 978 976(2)+M7(2)+21(2.K2.K3)+25(1)=:1:
Q977B R0. WHO IS PROVIDING INFO?
/ QxQ
/~IF 976(2)
/ INTERVIEWER: IF SPOUSE/PARTNER IS PRESENT, TRY TO OBTAIN
/ EMPLOYMENT INFORMATION FROM (HIM/HER) DIRECTLY.
/~END
/
/ INTERVIEWER: WHO IS PROVIDING EMPLOYMENT INFORMATION
/ ABOUT THE ^976?
/^C1
/
/ ^B
C0
C1 DESIGNATED RESPONDENT
C2 SPOUSE/PARTNER
J978 977 B977(0+"0")=PLEASE ENTER RESPONSE
J978 979
Q978X R0_1. WHO ABOUT, R OR S
C1 you
C2 your wife
C3 your husband
C4 your partner
C5 your
C6 your wife's
C7 your husband's
C8 your partner's
C9 do you
C10 does your wife
C11 does your husband
C12 does your partner
C13 Are you
C14 Is she
C15 Is he
C16 you are
C17 she is
C18 he is
C19 you were
C20 she was
C21 he was
C22 Do you
C23 Does she
C24 Does he
C25 do you
C26 does she
C27 does he
C28 you do
C29 she does
C30 he does
C31 have you
C32 has she
C33 has he
C34 were you
C35 was she
C36 was he
C37 are you
C38 is she
C39 is he
C40 your
C41 her
C42 his
C43 you
C44 she
C45 he
C46 yourself
C47 herself
C48 himself
C49 you
C50 her
C51 him
C52
C53 s
G 1/9/4,13/49/3,52=976(1)+977(1)
G 2/10/4,14/50/3,53=976(1)+977(2)+M6(1)+8(2)+20(1)+22(1)
G 2/10/4,14/50/3,53=976(1)+977(2)+M6(1)+8(2)+20(1)+22(2)+23(2)
G 3/11/4,15/51/3,53=976(1)+977(2)+M6(1)+8(1)+20(1)+22(1)
G 3/11/4,15/51/3,53=976(1)+977(2)+M6(1)+8(1)+20(1)+22(2)+23(2)
G 4/12/4,14/50/3,53=976(1)+977(2)+M6(1)+8(2)+23(1)
G 4/12/4,14/50/3,53=976(1)+977(2)+M6(1)+8(2)+20(2)+22(1)
G 4/12/4,15/51/3,53=976(1)+977(2)+M6(1)+8(1)+23(1)
G 4/12/4,15/51/3,53=976(1)+977(2)+M6(1)+8(1)+20(2)+22(1)
G 1/9/4,13/49/3,52=976(2)+977(2)
G 2/10/4,14/50/3,53=976(2)+977(1)+M7(2)+8(2)
G 3/11/4,15/51/3,53=976(2)+977(1)+M7(2)+8(1)
G 4/12/4,14/50/3,53=976(2)+977(1)+M7(3)+8(2)
G 4/12/4,15/51/3,53=976(2)+977(1)+M7(3)+8(1)
Q979MC R1. PRESENT JOB STATUS
/ QxQ
/
/ We are interested in ^978(5/8) present job status.
/ ^978(13/15) working now, temporarily laid off, unemployed and
/ looking for work, disabled and unable to work, retired, a student,
/ a homemaker, or what?
/ CODE ALL THAT APPLY (SHOW CARD 14)
C1 Working now or on strike
C2 Temporarily laid off - on sick or other leave
C3 Unemployed and looking for work
C4 Student
C5 Homemaker
C6 Disabled
C7 Retired
C8 Other
C10
G 1/8
J980 979 B979(0+"0")=PLEASE ENTER RESPONSE
J980 980 981 979(8)
Q980U R1V. COMMENT FOR OTHER
/
/
/
/PLEASE SPECIFY.
V M!a_!
J981 985 979(6.7)
J981 990 979(1)
J981 984 979(3/5.8.K2.K3)
Q981B 19 R1_1. EXPECT TO GO BACK TO JOB
/
/
/ ^978(22/24) expect to go back to this job?
/
/
/ ^B
J982 984 981(2.K2.K3)
J982 981 B981(0+"0")=PLEASE ENTER RESPONSE
Q982UB 2 R1_2. WHEN LAST WORK - MONTH
/
/
/ When did ^978(43/45) last work on this job?
/
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B
/ MONTH YEAR
V (1/12){Nn}
Q983UB 4 R1_2. WHEN LAST WORK - YEAR
V (1985/1995,U0/1984){NNNN}
J984 990 982(A)+983(A)
Q984B 19 R1_3. DOING ANY WORK
/ QxQ
/
/ ^978(13/15) doing any work for pay at the present time?
/^C1
/
/ ^B
J985 990 984(1)
J985 1230 984(2.K2.K3)
J985 984 B984(0+"0")=PLEASE ENTER RESPONSE
Q985B R1_4.
/
/
/~IF 979(6)
/ When did ^978(1/4) become disabled?
/~ELSE
/ When did ^978(1/4) retire?
/~END
/
/ ^B
C0
C1 ENTER YEAR
C2 ENTER "AT AGE"
C3 ENTER "# OF YEARS AGO"
J986 985 B985(0+"0")=PLEASE ENTER RESPONSE
J986 987 985(N1)
Q986UB 4 R1_4YR. WHEN DISABLED
/
/
/ ^B
/ YEAR
V (1950/1995,U1900/1949){NNNN}
J987 988 985(N2)
Q987UB 2 R1_4AGE.
/
/
/ AT AGE: ^B
V (10/99){NN}
J988 987 B976(1)+987(G0)+M6(1)+14(G0+LQ987)=THAT IS OLDER THAN R
/'S CURRENT AGE!
J988 987 B976(2)+987(G0)+M6(2)+16(G0+LQ987)=THAT IS OLDER THAN S
/POUSE/PARTNER'S CURRENT AGE!
J988 989 985(N3)
Q988UB 2 R1_4YRS.
/
/
/ ^B YEARS AGO
V (1/99){Nn}
J989 988 B976(1)+988(G0)+M6(1)+14(G0+LQ988)=THAT IS MORE YEARS T
/HAN R'S CURRENT AGE!
J989 988 B976(2)+988(G0)+M6(2)+16(G0+LQ988)=THAT IS MORE YEARS T
/HAN SPOUSE/PARTNER'S CURRENT AGE!
Q989B 19 R1_5. DOING ANY WORK
/ QxQ
/
/
/ ^978(13/15) doing any work for pay at the present time?
/^C1
/
/ ^B
J990 1230 989(2)
J990 989 B989(0+"0")=PLEASE ENTER RESPONSE
Q990B R2. ABOUT MAIN JOB
/ QxQ
/
/
/ Next are some questions about ^978(5/8) current,
/ main job. ^978(22/24) work for someone else, ^978(37/39)
/ self-employed, or what?
/
/ IF R SAYS "I RUN MY OWN BUSINESS", CODE AS SELF-EMPLOYED
/^C1
/
/ ^B
C0
C1 Someone else
C2 Self-employed
C3 Other
J991 992 990(1.K2.K3)
J991 1013 990(2)
J991 990 B990(0+"0")=PLEASE ENTER RESPONSE
Q991U R2V. COMMENT FOR OTHER
/
/
/
/PLEASE SPECIFY.
V M!a_!
J992 1013 991(A)
Q992U R3. OFFICIAL JOB TITLE
/ QxQ
/
/
/ What is the official title of ^978(5/8) job?
/ (The title that ^978(40/42) employer uses?)
V M!a_!
Q993U R4. WHAT DO YOU DO
/ QxQ
/
/
/ What sort of work ^978(25/27) do on ^978(40/42) job?
/ (Tell me little more about what ^978(28/30).)
V M!a_!
Q994U R5. WHAT KIND OF BUSINESS
/ QxQ
/
/
/ What kind of business or industry ^978(9/12)
/ work in -- that is, what do they make or do at the place where
/ ^978(43/45) work^978(52/53)?
V M!a_!
Q995UB 3 R6. HOW MANY HOURS
/ QxQ
/
/
/ How many hours ^978(25/27) work on ^978(40/42) main
/ job in a normal week?
/
/ NUMBER OF HOURS: ^B
V (1/84,U0,85/999){Nnn}
Q996UB 2 R7. HOW MANY WEEKS
/ QxQ
/
/INTERVIEWER: READ SLOWLY
/
/ Counting paid vacations as weeks of work, how many weeks
/ ^978(9/12) work on this job in a normal year?
/
/ ^B # WEEKS
V (1/52,U0)
Q997UB 11 R8. EARN BEFORE TAXES
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/ About how much ^978(25/27) earn before taxes
/ on ^978(40/42) main job?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.__!("range",0/1000000000)
*******************************CALL DKDOL*************************************
J998 1001 997(0+"0")
Q998T 30 DK.~DKDOL.VQ
C1 ^997
C2 5
J999 997 B998("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J999 1000 998(0)
Q999B R8F. HOUR, DAY, WEEK...
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often ^978(25/27) receive that amount?
/
/ ^B
C0
C1 Day
C2 Week
C3 Biweekly
C4 Month
C5 Quarter
C6 Year
C8 Lump sum/one payment only
C11 Twice per year
C12 Bimonthly
C14 By the piece/job
C18 Hour
C20 Other
G 0,18,1/6,8,11/12,14,20
J1000 999 B999(0+"0")=PLEASE ENTER RESPONSE
J1000 1001 999(N20)
Q1000U R8V. COMMENT FOR OTHER
/
/
/
/PLEASE SPECIFY.
V M!a_!
J1001 1001 1003 999(14)
Q1001UB 11 R8_1. EARN IN PAST YEAR
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/
/
/ How much did ^978(1/4) earn in the past year?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.__!("range",0/1000000000)
*******************************CALL DKDOL*************************************
J1002 1003 1001(0+"0").1001(K1)
Q1002T 30 DK.~DKDOL.VQ
C1 ^1001
C2 5
J1003 1001 B1002("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q1003B R9. HOW MANY EMPLOYEES
/
/
/
/ About how many employees work for this company or organization,
/ including all locations? (Is it fewer than 10, 10 to 19, 20 to 99, 100
/ to 499, or 500 or more?)
/^C1
/
/ ^B
C0
C1 Less than 10
C2 10 to 19
C3 20 to 99
C4 100 to 499
C5 500 or MORE
J1005 1003 B1003(0+"0")=PLEASE ENTER RESPONSE
Q1004B R10.YEARS/AGE/YEAR
/ QxQ
/
/
/ How many years in total ^978(31/33) worked for
/ this employer? (RECORD LESS THAN ONE YEAR AS 00)
/
/ ^B
C0
C1 ENTER NUMBER OF YEARS
C2 ENTER "SINCE AGE"
C3 ENTER "SINCE YEAR"
J1005 1004 B1004(0+"0")=PLEASE ENTER RESPONSE
J1005 1006 1004(N1)
Q1005UB 2 R10YRS. YEARS WORKED FOR EMPLOYER
/
/
/ NUMBER OF YEARS: ^B
V (0/50,U51/99){Nn}
J1006 1005 B976(1)+1005(G0)+M6(1)+14(G0+LQ1005)=THAT IS MORE YEARS
/THAN R'S CURRENT AGE!
J1006 1005 B976(2)+1005(G0)+M6(2)+16(G0+LQ1005)=THAT IS MORE YEARS
/THAN SPOUSE/PARTNER'S CURRENT AGE!
J1006 1007 1004(N2)
Q1006UB 2 R10AGE.SINCE AGE
/
/
/ SINCE AGE: ^B
V (15/99){Nn}
J1007 1006 B976(1)+1006(G0)+M6(1)+14(G0+LQ1006)=THAT IS OLDER THAN
/ R'S CURRENT AGE!
J1007 1006 B976(2)+1006(G0)+M6(2)+16(G0+LQ1006)=THAT IS OLDER THAN
/ SPOUSE/PARTNER'S CURRENT AGE!
J1007 1008 1004(N3)
Q1007UB 4 R10YR. SINCE WHAT YEAR
/
/
/ SINCE YEAR: ^B
V (1920/1995,U1890/1919){NNNN}
Q1008B R11.YEARS/AGE/YEAR
/
/
/ How many years ^978(25/27) expect to continue
/ working for this employer? (RECORD LESS THAN ONE YEAR AS 00)
/
/ ^B
C0
C1 ENTER NUMBER OF YEARS
C2 ENTER "UNTIL AGE"
C3 ENTER "UNTIL YEAR"
C4 NEVER STOP
J1009 1008 B1008(0+"0")=PLEASE ENTER RESPONSE
J1009 1010 1008(N1)
Q1009UB 2 R11YRS. YEARS EXPECT TO WORK
/
/
/ NUMBER OF YEARS: ^B
V (0/50,U51/99){Nn}
J1010 1584 1008(N2)
Q1010UB 2 R11AGE. UNTIL AGE
/
/
/ UNTIL AGE: ^B
V (18/70,U71/99){NN}
J1584 1010 B976(1)+1010(G0)+M6(1)+14(GQ1010)=AGE CANNOT BE LESS TH
/AN R'S CURRENT AGE!
J1584 1010 B976(2)+1010(G0)+M6(2)+16(GQ1010)=AGE CANNOT BE LESS TH
/AN SPOUSE/PARTNER'S CURRENT AGE!
J1584 1011 1008(N3)
Q1584UB 4 R11YR. UNTIL YEAR
/
/
/ UNTIL YEAR: ^B
V (1995/2050){NNNN}
Q1011B 19 R12. UNION CONTRACT
/ QxQ
/
/
/ ^978(13/15) covered on this job by a union or
/ employee-association contract?
/^C1
/
/ ^B
J1012 1011 B1011(0+"0")=PLEASE ENTER RESPONSE
Q1012B 19 R13. INSURANCE IF DISABLED
/
/
/
/ ^978(22/24) have any type of insurance other than Social
/ Security, that would help provide ^978(49/51) with income
/ in the event that ^978(43/45) became disabled?
/^C1
/
/ ^B
J1013 1012 B1012(0+"0")=PLEASE ENTER RESPONSE
J1013 1039 1012(A)
Q1013U R14. WHAT SORT OF WORK
/
/
/
/ What sort of work ^978(9/12) do?
/ (Tell me a little more about what ^978(28/30).)
V M!a_!
Q1014U R14_1. WHAT INDUSTRY WORK IN
/
/
/
/ What industry ^978(25/27) work in?
/ That is, what ^978(25/27) do or make?
/ (What industry ^978(25/27) typically work in?)
V M!a_!
Q1015UB 3 R14_2. HOURS IN NORMAL WEEK
/
/
/
/ How many hours ^978(9/12) work for ^978(46/48) in this
/ business in a normal week?
/
/ NUMBER OF HOURS: ^B
V (1/84,U0,85/999){Nnn}
Q1016UB 2 R14_3. HOW MANY WEEKS
/
/
/INTERVIEWER: READ SLOWLY
/
/ Counting paid vacations as weeks of work, how many weeks per year
/ ^978(25/27) work on this job?
/
/ ^B NUMBER OF WEEKS
V (1/52,U0){Nn}
Q1017B R14_4. YEARS/AGE/YEAR
/
/
/
/ How many years ^978(31/33) worked for ^978(46/48)
/ in this business?
/
/ INTERVIEWER: RECORD LESS THAN ONE YEAR AS 00
/
/ ^B
C0
C1 ENTER NUMBER OF YEARS
C2 ENTER "SINCE AGE"
C3 ENTER "SINCE YEAR"
J1018 1017 B1017(0+"0")=PLEASE ENTER RESPONSE
J1018 1019 1017(N1)
Q1018UB 2 R14_4YRS. YEARS WITH THIS EMPLOYER
/
/
/ NUMBER OF YEARS: ^B
V (0/50,U51/99){Nn}
J1019 1018 B976(1)+1018(G0)+M6(1)+14(G0+LQ1018)=THAT IS MORE YEARS
/ THAN R'S CURRENT AGE!
J1019 1018 B976(2)+1018(G0)+M6(2)+16(G0+LQ1018)=THAT IS MORE YEARS
/ THAN SPOUSE/PARTNER'S CURRENT AGE!
J1019 1020 1017(N2)
Q1019UB 2 R14_4AGE.SINCE AGE
/
/
/ SINCE AGE: ^B
V (10/99){NN}
J1020 1019 B976(1)+1019(G0)+M6(1)+14(G0+LQ1019)=THAT IS OLDER THAN
/ R'S CURRENT AGE!
J1020 1019 B976(2)+1019(G0)+M6(2)+16(G0+LQ1019)=THAT IS OLDER THAN
/ SPOUSE/PARTNER'S CURRENT AGE!
J1020 1021 1017(N3)
Q1020UB 4 R14_4YR. SINCE WHAT YEAR
/
/
/ SINCE YEAR: ^B
V (1920/1995,U1890/1919){NNNN}
Q1021B R14_5. YEARS/AGE/YEAR
/
/
/
/ About how many years ^978(9/12) expect to continue
/ working for ^978(46/48) in this business?
/
/ INTERVIEWER: RECORD LESS THAN ONE YEAR AS 00
/
/ ^B
C0
C1 ENTER NUMBER OF YEARS
C2 ENTER "UNTIL AGE"
C3 ENTER "UNTIL YEAR"
C4 NEVER STOP
J1022 1021 B1021(0+"0")=PLEASE ENTER RESPONSE
J1022 1023 1021(N1)
Q1022UB 2 R14_5YRS. YEARS EXPECT WITH THIS EMPLOYER
/
/
/ NUMBER OF YEARS: ^B
V (0/50,U51/99){Nn}
J1023 1024 1021(N2)
Q1023UB 2 R14_5AGE.UNTIL AGE
/
/
/ UNTIL AGE: ^B
V (5/99){Nn}
J1024 1023 B976(1)+1023(G0)+M6(1)+14(GQ1023)=AGE CANNOT BE LESS TH
/AN R'S CURRENT AGE!
J1024 1023 B976(2)+1023(G0)+M6(2)+16(GQ1023)=AGE CANNOT BE LESS TH
/AN SPOUSE/PARTNER'S CURRENT AGE!
J1024 1025 1021(N3)
Q1024UB 4 R14_5YR. UNTIL YEAR
/
/
/ UNTIL YEAR: ^B
V (1995/2050){NNNN}
Q1025B 19 R14_6. HOW PAID
/ QxQ
/
/
/ How ^978(37/39) paid? ^978(13/15) paid a regular
/ salary or wages?
/^C1
/
/ ^B
J1026 1030 1025(2.K2.K3)
J1026 1025 B1025(0+"0")=PLEASE ENTER RESPONSE
Q1026UB 10 R14_7. EARN BEFORE TAXES
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/ How much in salary or wages ^978(37/39) paid
/ before taxes?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___,___.__!("range",0/100000000)
*******************************CALL DKDOL*************************************
J1027 1028 1026(0+"0").1026(K1)
Q1027T 30 DK.~DKDOL.VQ
C1 ^1026
C2 5
J1028 1026 B1027("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1028 1029 1027(0)
Q1028B 999 R14_7F.FREQUENCY OF PAY
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often ^978(25/27) receive that amount?
/
/ ^B
J1029 1028 B1028(0+"0")=PLEASE ENTER RESPONSE
J1029 1030 1028(N20)
Q1029U R14_7V. COMMENT FOR OTHER
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q1030B 19 R14_8. PORTION OF NET EARNINGS
/ QxQ
/
/
/~IF 1025(1)
/ ^978(22/24) also receive a portion of the net earnings,
/ or some other kind of income?
/~ELSE
/ ^978(22/24) receive a portion of the net earnings, or some other
/ kind of income?
/~END
/^C1
/
/ ^B
J1031 1035 1030(2.K2.K3)
J1031 1030 B1030(0+"0")=PLEASE ENTER RESPONSE
Q1031UB 10 R14_9. EARN BEFORE TAXES
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/~IF 1025(1)
/ In addition to regular salary, how much ^978(25/27)
/ personally receive from the business before taxes?
/~ELSE
/ How much ^978(25/27) personally receive from the business
/ before taxes?
/~END
/ (What did ^978(43/45) get in 1994?)
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___,___.__!("range",-9999999/100000000)
*******************************CALL DKDOL*************************************
J1032 1033 1031(0+"0")
Q1032T 30 DK.~DKDOL.VQ
C1 ^1031
C2 3
J1033 1031 B1032("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1033 1034 1032(0)
Q1033B 999 R14_9.FREQUENCY OF EARNINGS
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often ^978(25/27) receive that amount?
/
/ ^B
J1034 1033 B1033(0+"0")=PLEASE ENTER RESPONSE
J1034 1035 1033(N20)
Q1034U R14_9V. COMMENT FOR OTHER
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q1035B R14_10. NUMBER OF EMPLOYEES
/
/
/
/ About how many employees work for this company or organization,
/ including all locations? (Is it fewer than 10, 10 to 19, 20 to 99, 100
/ to 499, or 500 or more?)
/^C1
/
/ ^B
C0
C1 Less than 10
C2 10 to 19
C3 20 to 99
C4 100 to 499
C5 500 or MORE
J1036 1035 B1035(0+"0")=PLEASE ENTER RESPONSE
Q1036B 19 R14_11. UNION CONTRACT?
/
/
/
/ ^978(13/15) covered on this job by a union or
/ employee-association contract?
/^C1
/
/ ^B
J1037 1036 B1036(0+"0")=PLEASE ENTER RESPONSE
Q1037B 19 R14_12. INSURANCE IF DISABLED?
/
/
/
/ ^978(22/24) have any type of insurance other than Social
/ Security, that would help provide ^978(49/51) with income in the
/ event that ^978(43/45) became disabled?
/^C1
/
/ ^B
J1038 1037 B1037(0+"0")=PLEASE ENTER RESPONSE
Q1038B 19 R14_13. INCLUDED IN PENSION PLANS?
/
/
/
/ Aside from IRA or KEOGH plans, ^978(37/39) included
/ in any pension plans or tax-deferred savings plans through
/ ^978(40/42) work/the business?
/^C1
/
/ ^B
J1039 1046 1038(1)
J1039 1135 1038(2.K2.K3)
J1039 1038 B1038(0+"0")=PLEASE ENTER RESPONSE
Q1039B 19 R15. PENSION OR RETIREMENT PLANS
/ QxQ
/ Many employers have pension plans, and some provide tax-deferred plans
/ such as thrift, savings, 401Ks, profit sharing, or stock ownership
/ plans. Some plans span multiple jobs, for example TIAA-CREF, union
/ plans, etc.
/ ^978(13/15) included in any pension or retirement plans,
/ or in any tax-deferred savings plans connected with the job you
/ just told me about? (DO NOT INCLUDE SOCIAL SECURITY.)
/
/
/ INTERVIEWER: IF R MENTIONS IRA OR KEOGH PLANS, MAKE A NOTE AND SAY:
/ "We covered those earlier in the interview. Here, I just want to
/ find out about other plans operated through ^978(5/8) employer."
/^C1
/
/ ^B
J1040 1046 1039(1)
J1040 1039 B1039(0+"0")=PLEASE ENTER RESPONSE
Q1040B 19 R16. EMPLOYER OFFER PLANS?
/
/
/
/ Does ^978(40/42) employer offer any such plans?
/^C1
/
/ ^B
J1041 1135 1040(2.K2.K3)
J1041 1040 B1040(0+"0")=PLEASE ENTER RESPONSE
Q1041B 19 R16_1. ELIGIBLE FOR PLANS?
/
/
/
/ ^978(13/15) eligible to be included in any of these plans?
/^C1
/
/ ^B
J1042 1044 1041(2.K2.K3)
J1042 1041 B1041(0+"0")=PLEASE ENTER RESPONSE
Q1042MC R16_2. WHAT KINDS OF PLANS?
/
/
/
/ What kinds of plans are these? (CHECK ALL THAT APPLY)
C1 401K/403B
C2 Savings/Thrift
C3 Profit sharing
C4 Tax-deferred Annuity
C5 Other
C10
G 1/5
J1043 1042 B1042(0+"0")=PLEASE ENTER RESPONSE
J1043 1043 1135 1042(5)
Q1043U R16_2V. COMMENT FOR OTHER
/
/
/
/PLEASE SPECIFY.
V M!a_!
J1044 1134 1043(A)
Q1044B R16_3. WILL YOU BE ELIGIBLE?
/
/
/
/ Will ^978(43/45) be eligible if ^978(43/45) continue^978(52/53) to
/ work for this employer?
/^C1
/
/ ^B
C0
C1 YES
C2 NO
C3 DEPENDS
J1045 1044 B1044(0+"0")=PLEASE ENTER RESPONSE
J1045 1135 1044(N3)
Q1045U R16_3V. COMMENT FOR OTHER
/
/
/
/PLEASE SPECIFY.
V M!a_!
J1046 1135 1045(A)
Q1046UB 2 R17.NUMBER OF PLANS
/
/
/
/ In how many different plans of this sort ^978(37/39)
/ included on this job?
/^C1
/
/ NUMBER OF PLANS: ^B
V (1/10,U11/99){Nn}
Q1047B 19 R17_1. CURRENTLY RECEIVING PAYMENTS
/ QxQ
/
/
/ ^978(13/15) currently receiving retirement payments
/ from any pension plans from this job?
/^C1
/
/ ^B
J1048 1047 B1047(0+"0")=PLEASE ENTER RESPONSE
J1048 1049 1047(2.K2.K3)
Q1048B 19 R17_2. ANY PLANS WHERE NOT RECEIVING PAYMENTS
/
/
/
/ I'll ask you about the payments later.
/ Are there any retirement or savings plans from this job where
/ ^978(16/18) not yet drawing benefit payments?
/^C1
/
/ ^B
J1049 1135 1048(2.K2.K3)
J1049 1048 B1048(0+"0")=PLEASE ENTER RESPONSE
J1049 1050 1047(2.K2.K3)=:/^1046:
Q1049UB 3 R17_3. NUMBER OF PLANS
/
/
/
/ How many such plans ^978(9/12) have?
/^C1
/
/ ^B NUMBER OF PLANS
V (1/10,U11/999){Nnn}
J1050 1049 B1046(G0)+1047(N1)+1049(GQ1046)=NUMBER CANNOT BE GREATE
/R THAN THE TOTAL NUMBER OF PLANS (^1046)
J1050 1049 B1046(G0)+1047(1)+1049(GQ1046)=NUMBER MUST BE LESS THAN
/ THE TOTAL NUMBER OF PLANS (^1046)
Q1050S TYPE OF PLAN STEP-THROUGH
C1 1
C2 2
C3 3
Q1051B R19. TYPE OF PLAN
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/ QxQ
/
/~IF 1049(1)+1050(1)
/ Is this a pension or retirement plan, or a tax-deferred savings
/ plan of some sort?
/~ELSE
/~IF 1050(1)
/ About the most important of these plans, is it a pension or
/~ELSE
/ About the next most important of these plans, is it a pension or
/~END
/ retirement plan, or a tax-deferred savings plan of some sort?
/~END
/
/
/
/ ^B
C0
C1 Pension or retirement
C2 Tax-deferred savings
C3 OTHER
C4 THRIFT OR SAVINGS
C5 401K/403B/SRA
C6 PROFIT SHARING
C7 STOCK PURCHASE/ESOP
G 0/2,4/7,3
J1052 1053 1051(1.K2.K3)
J1052 1087 1051(2)
J1052 1089 1051(4/7)
J1052 1051 B1051(0+"0")=PLEASE ENTER RESPONSE
Q1052U R19V. COMMENT FOR OTHER
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q1053B R20. FORMULA OR ACCOUNT PLAN
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/ QxQ
/
/
/ (SHOW CARD 15)
/
/ I would like to know what general type of plan this is. In the most
/ common pension or retirement plan, the monthly retirement benefit paid
/ is based on a formula usually involving age, years of service, and
/ salary. In other plans, money is accumulated in an account for
/ ^978(49/51) until ^978(40/42) retirement. Is this plan like the
/ formula plan or account plan?
/^C1
/
/ ^B
C0
C1 Formula
C2 Account
C3 Both
J1054 1057 1053(1.K2.K3)
J1054 1087 1053(2)
J1054 1053 B1053(0+"0")=PLEASE ENTER RESPONSE
Q1054UB 9 R21. AMOUNT ACCUMULATED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/ For that part of ^978(5/8) plan where money is accumulated
/ in an account, how much is in the account?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q1055T 30 DK.~DKDOL.VQ
C1 ^1054
C2 6
J1056 1054 B1055("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q1056B 19 R21_05. CAN YOU BORROW AGAINST ACCOUNT?
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/ Can ^978(43/45) borrow against that account?
/^C1
/
/ ^B
J1057 1056 B1056(0+"0")=PLEASE ENTER RESPONSE
Q1057B R21_1. YEARS/AGE/YEAR
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/ How long ^978(31/33) been in the plan?
/
/ ^B
C0
C1 ENTER NUMBER OF YEARS
C2 ENTER "SINCE AGE"
C3 ENTER "SINCE YEAR"
J1058 1057 B1057(0+"0")=PLEASE ENTER RESPONSE
J1058 1059 1057(N1)
Q1058UB 2 R21_1YRS. YEARS IN PLAN
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/ NUMBER OF YEARS: ^B
V (0/50,U51/99){Nn}
J1059 1058 B976(1)+1058(G0)+M6(1)+14(G0+LQ1058)=THAT IS MORE YEARS
/ THAN R'S CURRENT AGE!
J1059 1058 B976(2)+1058(G0)+M6(2)+16(G0+LQ1058)=THAT IS MORE YEARS
/ THAN SPOUSE/PARTNER'S CURRENT AGE!
J1059 1060 1057(N2)
Q1059UB 2 R21_1AGE.SINCE AGE
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/ SINCE AGE: ^B
V (5/99){Nn}
J1060 1059 B976(1)+1059(G0)+M6(1)+14(G0+LQ1059)=THAT IS OLDER THAN
/ R'S CURRENT AGE!
J1060 1059 B976(2)+1059(G0)+M6(2)+16(G0+LQ1059)=THAT IS OLDER THAN
/ SPOUSE/PARTNER'S CURRENT AGE!
J1060 1061 1057(N3)
Q1060UB 4 R21_1YR. SINCE WHAT YEAR
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/ SINCE YEAR: ^B
V (1920/1995,U1890/1919){NNNN}
Q1061B 19 R22. MAKE CONTRIBUTIONS?
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/ QxQ
/
/
/ ^978(22/24) currently make contributions to this plan?
/
/ IF R ASKS, INCLUDE CONTRIBUTIONS THROUGH SALARY DEDUCTIONS,
/ UNION DUES OR OTHER SOURCES
/^C1
/
/ ^B
J1062 1068 1061(2.K2.K3)
J1062 1061 B1061(0+"0")=PLEASE ENTER RESPONSE
Q1062B R23. PERCENT/AMOUNT/VARIABLE
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/ What percent of ^978(40/42) pay or amount of money per month or year
/ ^978(25/27) currently contribute?
/
/ INDICATE UNIT REPORTED
/^C1
/ ^B
C0
C1 PERCENT
C2 AMOUNT
C3 VARIABLE
J1063 1062 B1062(0+"0")=PLEASE ENTER RESPONSE
J1063 1064 1062(N1)
Q1063UB 4 R23_1PCT. PERCENT PAID
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/ENTER PERCENT: ^B
V !.U__.__%!(1/9999)
J1064 1068 1063(A).1062(K2.K3)
Q1064UB 7 R23_1AMT. AMOUNT/VARIABLE PAID
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/~IF 1062(2)
/ ENTER AMOUNT
/~ELSE 1062(3)
/ About how much did ^978(43/45) contribute over the past year?
/~END
/
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",1/9999999)
*******************************CALL DKDOL*************************************
Q1065T 30 DK.~DKDOL.VQ
C1 ^1064
C2 7
J1066 1064 B1065("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1066 1067 1065(0)+1064(A).1063(A+0)
Q1066B R23_1F.FREQUENCY OF CONTRIBUTIONS
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often did ^978(43/45) contribute that amount?
/
/ ^B
C0 /6 102 0
C8 Lump sum/one payment only
C11 /20 102 11
G 0,2/4,12,5,11,6,8,20
J1067 1066 B1066(0+"0")=PLEASE ENTER RESPONSE
J1067 1068 1066(N20)
Q1067U R23_1V. COMMENT FOR OTHER
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q1068B R24.AGE/YEARS/YEAR
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/ QxQ
/
/
/ At what age ^978(9/12) expect to start receiving
/ benefits from this plan?
/
/ ^B
C0
C1 ENTER "AT AGE"
C2 ENTER "IN # OF YEARS"
C3 ENTER "BEGINNING IN YEAR"
C4 DON'T EXPECT BENEFITS
J1069 1068 B1068(0+"0")=PLEASE ENTER RESPONSE
J1069 1070 1068(N1)
Q1069UB 2 R24AGE.AGE EXPECT TO RECEIVE
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/ AT AGE: ^B
V (5/99){Nn}
J1070 1069 B976(1)+1069(G0)+M6(1)+14(GQ1069)=AGE CANNOT BE LESS TH
/AN R'S CURRENT AGE!
J1070 1069 B976(2)+1069(G0)+M6(2)+16(GQ1069)=AGE CANNOT BE LESS TH
/AN SPOUSE/PARTNER'S CURRENT AGE!
J1070 1071 1068(N2)
Q1070UB 2 R24YEARS.IN NUMBER OF YEARS
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/ IN ^B YEARS
V (0/99){Nn}
J1071 1072 1068(N3)
Q1071UB 4 R24YEAR.IN YEAR
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/ BEGINNING IN YEAR: ^B
V (1995/2050){NNNN}
J1072 1078 1068(4.K2.K3)
Q1072B R25.AMOUNT/PERCENTAGE OF FINAL PAY
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/ About how much ^978(25/27) expect ^978(40/42) benefits to be?
/ (As a proportion of ^978(40/42) pay at retirement, or as an
/ amount per month or year when ^978(43/45) start^978(52/53) receiving
/ them?)
/
/ ^B
C0
C1 ENTER DOLLAR AMOUNT
C2 ENTER PERCENTAGE OF FINAL PAY
J1073 1072 B1072(0+"0")=PLEASE ENTER RESPONSE
J1073 1075 1072(2)
Q1073UB 7 R25AMT. AMOUNT OF BENEFITS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ AMOUNT: ^B
V !.A$_,___,___.!("range",0/9999999)
J1074 1073 B1068(N4)+1073(0+"0")=R SAID HE/SHE EXPECTED BENEFITS!
*******************************CALL DKDOL*************************************
J1074 1075 1073(0+"0")
Q1074T 30 DK.~DKDOL.VQ
C1 ^1073
C2 6
J1075 1073 B1074("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1075 1076 1072(N2)
Q1075UB 4 R25PCT.PERCENTAGE OF FINAL PAY
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/ PERCENT OF FINAL PAY: ^B
V !.U__.__%!(0/9999)
J1076 1075 B1068(N4)+1075(0+"0")=R SAID HE/SHE EXPECTED BENEFITS!
J1076 1077 1074(0)+1073(A).1075(A+0)
J1076 1078 1075(A)
Q1076B R25F.FREQUENCY OF BENEFITS
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often would ^978(43/45) receive that amount?
/
/ ^B
C0 /6 102 0
C8 Lump sum/one payment only
C11 /20 102 11
G 0,2/4,12,5,11,6,8,20
J1077 1076 B1076(0+"0")=PLEASE ENTER RESPONSE
J1077 1078 1076(N20)
Q1077U R25V. COMMENT FOR OTHER
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q1078B R26. START BENEFIT NOW, LATER...
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/~IF 990(1)
/ If ^978(1/4) were to leave this job now, would ^978(43/45)
/ start receiving a monthly or annual pension benefit now,
/ would ^978(43/45) receive one later, would ^978(43/45) get a
/ cash settlement now, would ^978(43/45) get nothing, or what?
/~ELSE 990(2)
/ If ^978(1/4) were to sell this business now, would ^978(43/45)
/ start receiving a monthly or annual pension benefit now,
/ would ^978(43/45) receive one later, would ^978(43/45) get a
/ cash settlement now, would ^978(43/45) get nothing, or what?
/~ELSE
/ If ^978(1/4) were to (leave this job/sell this
/ business) now, would ^978(43/45) start receiving a
/ monthly or annual pension benefit now, would ^978(43/45)
/ receive one later, would ^978(43/45) get a cash settlement now,
/ would ^978(43/45) get nothing, or what?
/~END
/
/
/^C1
/
/ ^B
C0
C1 Benefit now
C2 Benefit later
C3 Cash settlement/lump sum
C4 ROLLOVER
C5 Nothing
C6 Other
J1079 1080 1078(1.2)
J1079 1084 1078(3.4)
J1079 1086 1078(5.K2.K3)
J1079 1078 B1078(0+"0")=PLEASE ENTER RESPONSE
Q1079U R26V. COMMENT FOR OTHER
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/PLEASE SPECIFY.
V M!a_!
J1080 1086 1079(A)
Q1080UB 7 R26_1. AMOUNT OF BENEFIT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/ About how much would ^978(43/45) receive?
/
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",1/9999999)
*******************************CALL DKDOL*************************************
Q1081T 30 DK.~DKDOL.VQ
C1 ^1080
C2 7
J1082 1080 B1081("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
*J1063 1061 B1054(LQ1061)=MUST BE LESS THAN OR EQUAL TO DOLLAR BEN
*EFITS IN Q25.
J1082 1083 1081(0)
Q1082B R26_1F.FREQUENCY OF BENEFIT
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often would ^978(43/45) receive that amount?
/
/ ^B
C0 /6 102 0
C8 Lump sum/one payment only
C11 /20 102 11
G 0,2/4,12,5,11,6,8,20
J1083 1082 B1082(0+"0")=PLEASE ENTER RESPONSE
J1083 1084 1082(N20)
Q1083U R26_1V. COMMENT FOR OTHER
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/PLEASE SPECIFY.
V M!a_!
J1084 1086 1080(A)
Q1084UB 7 R26_2. AMOUNT OF BENEFIT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/ How much would ^978(43/45) receive?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/
/ ^B
V !.A$_,___,___.!("range",1/9999999)
*******************************CALL DKDOL*************************************
Q1085T 30 DK.~DKDOL.VQ
C1 ^1084
C2 7
J1086 1084 B1085("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q1086B 19 R27. ANOTHER PLAN?
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/~IF 1050(LQ1049)
/ INTERVIEWER: CAN R PROVIDE INFORMATION ABOUT ANOTHER PLAN?
/~ELSE
/ Is there another plan?
/~END
/^C1
/
/ ^B
J1087 1050 1086(1)+1050(L3)
J1087 1131 1086(1)+1050(3)
J1087 1131 1086(2.K2.K3)
J1087 1086 B1086(0+"0")=PLEASE ENTER RESPONSE
Q1087B R28. THRIFT, 401K, SRA, PROFIT SHARING?
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/ QxQ
/
/ Can you tell me a little more about this plan?
/ Is it a thrift or savings plan, a 401K, Supplemental Retirement
/ Annuity (SRA), a profit-sharing plan, or what?
/^C1
/
/ ^B
C0
C1 Thrift or Savings
C2 401K/403B/SRA
C3 Profit Sharing
C4 Stock purchase/ESOP
C5 Other
J1088 1087 B1087(0+"0")=PLEASE ENTER RESPONSE
J1088 1089 1087(N5)
Q1088U R28V. COMMENT FOR OTHER
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q1089B R29.YEARS/AGE/YEAR
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/ QxQ
/
/
/ For how many years altogether ^978(31/33) been included in this
/ plan? (INCLUDE YEARS WITH OTHER EMPLOYERS, IF SAME PLAN.)
/
/ ^B
C0
C1 ENTER YEARS
C2 ENTER "SINCE AGE"
C3 ENTER "SINCE YEAR"
J1090 1089 B1089(0+"0")=PLEASE ENTER RESPONSE
J1090 1091 1089(N1)
Q1090UB 2 R29YRS. NUMBER OF YEARS
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/ NUMBER OF YEARS: ^B
V (0/50,U51/99){Nn}
J1091 1090 B976(1)+1090(G0)+M6(1)+14(G0+LQ1090)=THAT IS MORE YEARS
/ THAN R'S CURRENT AGE!
J1091 1090 B976(2)+1090(G0)+M6(2)+16(G0+LQ1090)=THAT IS MORE YEARS
/ THAN SPOUSE/PARTNER'S CURRENT AGE!
J1091 1092 1089(N2)
Q1091UB 2 R29AGE.SINCE AGE
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/ SINCE AGE: ^B
V (1/99){Nn}
J1092 1091 B976(1)+1091(G0)+M6(1)+14(G0+LQ1091)=THAT IS OLDER THAN
/ R'S CURRENT AGE!
J1092 1091 B976(2)+1091(G0)+M6(2)+16(G0+LQ1091)=THAT IS OLDER THAN
/ SPOUSE/PARTNER'S CURRENT AGE!
J1092 1093 1089(N3)
Q1092UB 4 R29YR.SINCE YEAR
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/ SINCE YEAR: ^B
V (1896/1995){NNNN}
Q1093B 19 R30. EMPLOYER MAKE CONTRIBUTIONS?
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/~IF 990(1)
/ Does ^978(5/8) employer make contributions to this plan?
/~ELSE 990(2)
/ Does the business make contributions to this plan?
/~ELSE
/ [Does ^978(5/8) employer/Does the business]
/ make contributions to this plan?
/~END
/^C1
/
/ ^B
J1094 1100 1093(2.K2.K3)
J1094 1093 B1093(0+"0")=PLEASE ENTER RESPONSE
Q1094B R30_1.PERCENT/AMOUNT/VARIABLE
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/ What percent of ^978(40/42) pay or amount of money per month or year
/ does ^978(40/42) employer currently contribute?
/
/ INTERVIEWER: INDICATE WHICH TYPE OF UNIT IS BEING REPORTED FIRST
/^C1
/ ^B
C0
C1 PERCENT
C2 AMOUNT
C3 VARIABLE
C4 NONE
J1095 1094 B1094(0+"0")=PLEASE ENTER RESPONSE
J1095 1100 1094(4)
J1095 1096 1094(N1)
Q1095UB 4 R30_2A. PERCENT PAID
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/ENTER PERCENT: ^B
V !.U__.__%!(0/9999)
J1096 1100 1095(A).1094(K2.K3)
Q1096UB 7 R30_2B. AMOUNT/VARIABLE PAID
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/~IF 1094(2)
/ENTER AMOUNT
/~ELSE 1094(3)
/ About how much did ^978(40/42) employer contribute over
/ the past year?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/
/ ^B
V !.A$_,___,___.!("range",0/9999999)
*******************************CALL DKDOL*************************************
J1097 1098 1096(0+"0").1096(K1)
Q1097T 30 DK.~DKDOL.VQ
C1 ^1096
C2 6
J1098 1096 B1097("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1098 1099 1097(0)+1096(A).1095(A+0)
Q1098B R30_2.FREQUENCY OF EMPLOYER CONTRIBUTION
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often does ^978(40/42) employer contribute that amount?
/
/ ^B
C0 /6 102 0
C8 Lump sum/one payment only
C11 /20 102 11
G 0,2/4,12,5,11,6,8,20
J1099 1098 B1098(0+"0")=PLEASE ENTER RESPONSE
J1099 1100 1098(N20)
Q1099U R30_2V. COMMENT FOR OTHER
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q1100B 19 R31. EMERGENCY MONEY
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/ QxQ
/
/
/ If ^978(1/4) needed money in an emergency, could ^978(43/45)
/ withdraw some of the funds in the account?
/ (CODE "YES" EVEN IF WITHDRAWAL INVOLVES PENALTY.)
/^C1
/
/ ^B
J1101 1100 B1100(0+"0")=PLEASE ENTER RESPONSE
Q1101B 19 R32. BORROW AGAINST ACCOUNT?
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/ Can ^978(43/45) borrow against the account?
/^C1
/
/ ^B
J1102 1112 1101(2.K2.K3)
J1102 1101 B1101(0+"0")=PLEASE ENTER RESPONSE
Q1102B 19 R33. HAVE LOAN AGAINST ACCOUNT?
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/ ^978(22/24) currently have a loan against the account?
/^C1
/
/ ^B
J1103 1112 1102(2.K2.K3)
J1103 1102 B1102(0+"0")=PLEASE ENTER RESPONSE
Q1103UB 9 R33_1. LOAN BALANCE
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/ What is the amount of the loan balance?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q1104T 30 DK.~DKDOL.VQ
C1 ^1103
C2 6
J1105 1103 B1104("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q1105B 19 R33_2. TELL ME EARLIER?
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/ QxQ
/
/
/ Did you tell me about this loan earlier?
/^C1
/
/ ^B
J1106 1108 1105(2.K2.K3)
J1106 1105 B1105(0+"0")=PLEASE ENTER RESPONSE
Q1106B 507 R33_3. WHERE?
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/ Where did you tell me about this loan?
/
/ ^B
J1107 1106 B1106(0+"0")=PLEASE ENTER RESPONSE
J1107 1108 1106(N7)
Q1107U R33_3V.
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/ PLEASE SPECIFY.
V M!a_!
Q1108UB 5 R33_4. AMOUNT OF PAYMENTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/ How much are the payments?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/ IF NO REGULAR PAYMENTS, PRESS [F6].
/
/
/ ^B
V !.A$__,___.!("range,NT",0/99999)
*******************************CALL DKDOL*************************************
J1109 1110 1108(0+"0").1108("NT")
Q1109T 30 DK.~DKDOL.VQ
C1 ^1108
C2 8
J1110 1108 B1109("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1110 1111 1109(0)
Q1110B R33_4F. FREQUENCY OF PAYMENTS
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often are the payments made?
/
/ ^B
C0 /6 102 0
C8 Lump sum/one payment only
C11 /20 102 11
G 0,2/4,12,5,11,6,8,20
J1111 1110 B1110(0+"0")=PLEASE ENTER RESPONSE
J1111 1112 1110(N20)
Q1111U R33_4V. COMMENT FOR OTHER
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q1112B 19 R34. MAKE CONTRIBUTIONS?
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/~IF 1102(1)
/ Not including repayment of the loan,
/~END
/ ^978(22/24) currently make contributions to this plan?
/
/ INTERVIEWER: IF R ASKS, INCLUDE CONTRIBUTIONS THROUGH SALARY
/ DEDUCTIONS, UNION DUES OR OTHER SOURCES
/^C1
/
/ ^B
J1113 1119 1112(2.K2.K3)
J1113 1112 B1112(0+"0")=PLEASE ENTER RESPONSE
Q1113B R34_1.PERCENT/AMOUNT/VARIABLE
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/~IF 1102(1)
/ Not including repayment of the loan,
/~END
/ What percent of ^978(5/8) pay or amount of money per month or year
/ ^978(9/12) currently contribute?
/
/ INTERVIEWER: INDICATE WHICH TYPE OF UNIT IS BEING REPORTED FIRST
/^C1
/ ^B
C0
C1 PERCENT
C2 AMOUNT
C3 VARIABLE
J1114 1113 B1113(0+"0")=PLEASE ENTER RESPONSE
J1114 1115 1113(N1)
Q1114UB 4 R34_2A. PERCENT CONTRIBUTED
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/ENTER PERCENT: ^B
V !.U__.__%!(1/100)
J1115 1119 1114(A).1113(K2.K3)
Q1115UB 7 R34_2B. AMOUNT CONTRIBUTED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/~IF 1113(2)
/ENTER AMOUNT
/~ELSE 1113(3)
/ About how much did ^978(43/45) contribute over the past year?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/
/ ^B
V !.A$_,___,___.!("range",1/9999999)
*******************************CALL DKDOL*************************************
Q1116T 30 DK.~DKDOL.VQ
C1 ^1115
C2 6
J1117 1115 B1116("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1117 1118 1116(0)+1115(A)
Q1117B R34_2C. FREQUENCY OF CONTRIBUTION
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often ^978(25/27) contribute that amount?
/
/ ^B
C0 /6 102 0
C8 Lump sum/one payment only
C11 /20 102 11
G 0,2/4,12,5,11,6,8,20
J1118 1117 B1117(0+"0")=PLEASE ENTER RESPONSE
J1118 1119 1117(N20)
Q1118U R34_2V. COMMENT FOR OTHER
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q1119UB 9 R35. AMOUNT IN ACCOUNT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/ How much money is in ^978(5/8) account at present?
/~IF 1102(1)
/ Please do not deduct what ^978(43/45) owe^978(52/53) on the loan
/ against this account.
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/
/ ^B
V !.A$___,___,___.!("range",0/999999999)
*******************************CALL DKDOL*************************************
J1120 1121 1119(0+"0")
Q1120T 30 DK.~DKDOL.VQ
C1 ^1119
C2 5
J1121 1119 B1120("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1121 1119 B1120(LQ1104)+1120(G0)=AMOUNT IN THE ACCOUNT CAN'T BE L
/ESS THAN WAS BORROWED! ($^1104)
Q1121B R36. IF LEAVE JOB, LOSE ALL?
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/~IF 990(1)
/ If ^978(1/4) were to leave this job now, would ^978(43/45)
/ lose all, some, or none of the money in this account?
/~ELSE 990(2)
/ If ^978(1/4) were to sell the business now, would ^978(43/45)
/ lose all, some, or none of the money in this account?
/~ELSE
/ If ^978(1/4) were to (leave this job/sell the business) now,
/ would ^978(43/45) lose all, some, or none of the money in this account?
/~END
/^C1
/
/ ^B
C0
C1 LOSE ALL
C2 LOSE SOME
C3 LOSE NONE
C4 OTHER
J1122 1127 1121(1.3.K2.K3)
J1122 1123 1121(2)
J1122 1121 B1121(0+"0")=PLEASE ENTER RESPONSE
Q1122U R36V. COMMENT FOR OTHER
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/PLEASE SPECIFY.
V M!a_!
J1123 1127 1121(4)
Q1123B R36_1.PERCENT/AMOUNT
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/ What proportion would ^978(43/45) lose?
/
/ ^B
C0
C1 ENTER PERCENT
C2 ENTER AMOUNT
J1124 1123 B1123(0+"0")=PLEASE ENTER RESPONSE
J1124 1125 1123(N1)
Q1124UB 5 R36_1PCT. PERCENT LOSE
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/ ENTER PERCENT: ^B
V !.U___.__%!(1/100)
J1125 1126 1123(K3)=:R:
J1125 1127 1123(N2)
Q1125UB 7 R36_1AMT. AMOUNT LOSE
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ENTER AMOUNT: ^B
V !.A$_,___,___.!("range",1/9999999)
*******************************CALL DKDOL*************************************
Q1126T 30 DK.~DKDOL.VQ
C1 ^1125
C2 6
J1127 1125 B1126("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1127 1125 B1126(GQ1120)+1120(G0)=CAN'T LOSE MORE THAN IS IN THE A
/CCOUNT! ($^1120)
Q1127B R37. HOW INVESTED?
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/ QxQ
/
/
/ How is the money in this account invested? Is it mostly in stocks,
/ mostly in interest earning assets, is it split between these, or what?
/^C1
/
/ ^B
C0
C1 Mostly or all stock
C2 Mostly or all interest earning
C3 Split
C4 Other
J1128 1127 B1127(0+"0")=PLEASE ENTER RESPONSE
J1128 1129 1127(N4)
Q1128U R37V. COMMENT FOR OTHER
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q1129B 19 R37_1. CONTROL HOW INVESTED
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/ QxQ
/
/
/ ^978(22/24) have any choices about how the money is invested?
/
/
/ ^B
J1130 1129 B1129(0+"0")=PLEASE ENTER RESPONSE
J1130 1131 1050(3)+1049(G3)=:1:
Q1130B 19 R38. ANOTHER PLAN?
/~IF 1050(LEQ1049)
/RETIREMENT PLAN: ^1050 OF ^1049
/~ELSE
/RETIREMENT PLAN: ^1050
/~END
/
/
/
/~IF 1050(LQ1049)
/ INTERVIEWER: CAN R PROVIDE INFORMATION ABOUT ANOTHER PLAN?
/~ELSE
/ ^978(22/24) have another plan?
/~END
/^C1
/
/ ^B
J1586 1130 B1130(0+"0")=PLEASE ENTER RESPONSE
J1586 1598 1130(2.K2.K3)
Q1586UB
R1050 1586
J1598 1131 M1050(G0)+1051(2/7)=:1:
Q1598UB
J1131 1134 1049(LE1)
J1131 1134 1130(K2.K3).1086(K2.K3)
J1131 1131 1134 1130(1).1086(1).1050(LQ1049)
Q1131UB 9 R39. AMOUNT IN OTHER PLANS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/
/ Altogether, how much ^978(9/12) have in ^978(40/42) account
/~IF 0(1)=1050-1049
/ balance for any other pension plan or savings plan from this job?
/~ELSE
/ balances for any other pension plans or savings plans from this job?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",0/999999999)
*******************************CALL DKDOL*************************************
J1132 1133 1131(0+"0").1131(K1)
Q1132T 30 DK.~DKDOL.VQ
C1 ^1131
C2 5
J1133 1131 B1132("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q1133U R39_1. WHAT OTHER PLANS?
/
/
/
/ Altogether, what other retirement payments ^978(25/27)
/~IF 0(1)=1050-1049
/ expect to receive from this other pension plan from this job?
/~ELSE
/ expect to receive from these other pension plans from this job?
/~END
V M!a_!
J1134 1134 1135 1598(N1).M1050(G0)+1053(2)
Q1134B 19 R39_2. OFFER, BUT DON'T PARTICIPATE
/
/
/
/ Does ^978(40/42) employer offer any kind of tax-deferred savings, 401K,
/ or other such account plans for which ^978(16/18) eligible but choose not
/ to participate in?
/^C1
/
/ ^B
J1135 1134 B1134(0+"0")=PLEASE ENTER RESPONSE
Q1135B 19 R40. DOING ANY WORK FOR PAY?
/ QxQ
/
/
/ ^978(13/15) doing any work for pay now, other than ^978(40/42)
/ main job, such as a second job, the military services, or (another)
/ business of ^978(40/42) own?
/^C1
/
/ ^B
J1136 1144 1135(2.K2.K3)
J1136 1135 B1135(0+"0")=PLEASE ENTER RESPONSE
Q1136MC R40_1. SECOND JOB, MILITARY, WHAT
/ QxQ
/
/
/ Is this a second job, the military services, ^978(5/8)
/ own business, or what?
/ (CODE ALL THAT APPLY)
C1 Second job
C2 Military
C3 Business
C4 Other
C10
G 1/4
J1137 1137 1138 1136(4)
Q1137U R40_1V. COMMENT FOR OTHER
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q1138UB 3 R41. HOW MANY HOURS WORK
/ QxQ
/
/
/~IF 0(G1)=1136U(1/4)=
/ How many hours ^978(25/27) work on these jobs
/~ELSE
/ How many hours ^978(25/27) work on this job
/~END
/ in a normal week?
/^C1
/
/ NUMBER OF HOURS: ^B
V (1/84,U85/999){Nnn}
Q1139UB 2 R42. HOW MANY WEEKS WORK
/ QxQ
/
/
/ Counting paid vacations as weeks of work, how many weeks
/ ^978(25/27) work on these jobs in a normal year?
/^C1
/
/ NUMBER OF WEEKS: ^B
V (1/52,U0){Nn}
Q1140UB 9 R43. AMOUNT EARN BEFORE TAXES
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/ About how much ^978(25/27) earn before taxes
/ from these other jobs?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.__!("range",0/10000000)
*******************************CALL DKDOL*************************************
J1141 1142 1140(0+"0").1140(K1)
Q1141T 30 DK.~DKDOL.VQ
C1 ^1140
C2 6
J1142 1140 B1141("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1142 1143 1141(0)
Q1142B 999 R43F. FREQUENCY OF EARNINGS
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often ^978(25/27) receive that amount?
/
/ ^B
J1143 1142 B1142(0+"0")=PLEASE ENTER RESPONSE
J1143 1144 1142(N20)
Q1143U R43V. COMMENT FOR OTHER
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q1144B R44. FULL-TIME, PART-TIME
/ QxQ
/
/
/ Thinking about all ^978(5/8) current work for pay,
/ ^978(25/27) consider ^978(46/48) to be working full-time or
/ part-time?
/
/
/INTERVIEWER: IF R IS LAID OFF OR A SEASONAL WORKER, ASK ABOUT "JOBS WHEN R
/ IS WORKING".
/
/ ^B
C0
C1 Full-time
C2 Part-time
J1145 1181 1144(2)
J1145 1181 1144(K2.K3)+(995(L20+G0).1015(L21+G0))
J1145 1144 B1144(0+"0")=PLEASE ENTER RESPONSE
Q1145UB 2 R45. NUMBER OF YEARS FULL-TIME
/ QxQ
/
/
/ (READ SLOWLY) Now I have a few questions about ^978(5/8)
/ past jobs. Including any periods of self-employment, the military,
/ and ^978(40/42) current job, since ^978(19/21) 18, how many years
/ ^978(31/33) worked full-time?
/ (Roughly how many years?)
/^C1
/
/ NUMBER OF YEARS: ^B
V (0/70,U71/99){Nn}
J1146 1164 1145(0+"0")
Q1146UB 2 R45_1. ONE YEAR OR MORE?
/ QxQ
/
/
/ Including any self-employment and ^978(5/8) current job,
/ for how many different employers ^978(31/33) worked in full-time jobs
/ lasting one year or more?
/^C1
/
/ ^B NUMBER OF EMPLOYERS
V (0/20,U21/99){Nn}
J1147 1164 1145(L1)
Q1147B 19 R45_2. THREE YEARS OR MORE?
/
/
/
/ Now, not counting ^978(40/42) current job, ^978(31/33)
/ ever had a full-time job that lasted three years or more?
/^C1
/
/ ^B
J1148 1164 1147(2.K2.K3)
J1148 1147 B1147(0+"0")=PLEASE ENTER RESPONSE
Q1148B R45_3. LONGEST JOB
/
/
/
/ I want to know about the longest such job ^978(43/45) had.
/ Did ^978(43/45) work for someone else, ^978(34/36)
/ self-employed, or what?
/^C1
/
/ ^B
C0
C1 Someone else
C2 Self-employed
C3 Other
J1149 1148 B1148(0+"0")=PLEASE ENTER RESPONSE
J1149 1150 1148(N3)
Q1149U R45_3V. COMMENT FOR OTHER
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q1150U R45_4. WHAT SORT OF WORK
/
/
/
/ What sort of work ^978(34/36) doing when ^978(43/45)
/ left that job?
/ (Tell me a little more about what ^978(43/45) did.)
V M!a_!
Q1151U R45_5. WHAT KIND OF BUSINESS
/
/
/
/ What kind of business or industry did ^978(43/45) work
/ in -- that is, what did they make or do at the place where
/ ^978(43/45) worked?
V M!a_!
Q1152B R45_6.YEAR/AGE/YEARS
/
/
/
/ In what year did ^978(43/45) start working at that job?
/
/
/ ^B
C0
C1 ENTER YEAR
C2 ENTER "AT AGE"
C3 ENTER "# YEARS AGO"
J1153 1152 B1152(0+"0")=PLEASE ENTER RESPONSE
J1153 1154 1152(N1)
Q1153UB 4 R45_6YR. YEAR STARTED WORKING
/
/
/ ^B
/ YEAR
V (1945/1995,U1900/1944){NNNN}
J1154 1155 1152(N2)
Q1154UB 2 R45_6AGE.AGE STARTED WORKING
/
/
/ AT AGE: ^B
V (5/99){Nn}
J1155 1154 B976(1)+1154(G0)+M6(1)+14(G0+LQ1154)=THAT IS OLDER THAN
/ R'S CURRENT AGE!
J1155 1154 B976(2)+1154(G0)+M6(2)+16(G0+LQ1154)=THAT IS OLDER THAN
/ SPOUSE/PARTNER'S CURRENT AGE!
J1155 1156 1152(N3)
Q1155UB 2 R45_6YRS.YEARS AGO STARTED WORKING
/
/
/ ^B YEARS AGO
V (5/99){Nn}
J1156 1155 B976(1)+1155(G0)+M6(1)+14(G0+LQ1155)=THAT IS MORE YEARS
/ THAN R'S CURRENT AGE!
J1156 1155 B976(2)+1155(G0)+M6(2)+16(G0+LQ1155)=THAT IS MORE YEARS
/ THAN SPOUSE/PARTNER'S CURRENT AGE!
Q1156B 1152 R45_7.YEAR/AGE/YEARS
/
/
/
/ In what year did ^978(43/45) stop working at that job?
/
/
/ ^B
J1157 1156 B1156(0+"0")=PLEASE ENTER RESPONSE
J1157 1158 1156(N1)
Q1157UB 4 R45_7YR. YEAR STOPPED WORKING
/
/
/ ^B
/ YEAR
V (1945/1995,U1900/1944){NNNN}
J1158 1159 1156(N2)
Q1158UB 2 R45_7AGE.AGE STOPPED WORKING
/
/
/ AT AGE: ^B
V (5/99){Nn}
J1159 1158 B976(1)+1158(G0)+M6(1)+14(G0+LQ1158)=THAT IS OLDER THAN
/ R'S CURRENT AGE!
J1159 1158 B976(2)+1158(G0)+M6(2)+16(G0+LQ1158)=THAT IS OLDER THAN
/ SPOUSE/PARTNER'S CURRENT AGE!
J1159 1160 1156(N3)
Q1159UB 2 R45_7YRS.YEARS AGO STOPPED WORKING
/
/
/ ^B YEARS AGO
V (1/99){Nn}
J1160 1159 B976(1)+1159(G0)+M6(1)+14(G0+LQ1159)=THAT IS MORE YEARS
/ THAN R'S CURRENT AGE!
J1160 1159 B976(2)+1159(G0)+M6(2)+16(G0+LQ1159)=THAT IS MORE YEARS
/ THAN SPOUSE/PARTNER'S CURRENT AGE!
J1160 1157 B1157(LQ1153)+1157(G0)+1153(G0)=CAN'T STOP WORKING BEFO
/RE STARTED (^1153)
J1160 1158 B1158(LQ1154)+1158(G0)+1154(G0)=CAN'T STOP WORKING BEFO
/RE STARTED (AGE: ^1154)
J1160 1159 B1155(LQ1159)+1159(G0)+1155(G0)=CAN'T STOP WORKING BEFO
/RE STARTED (^1155 YRS AGO)
Q1160UB 9 R45_8. AMOUNT EARNING BEFORE TAXES
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/ About how much ^978(34/36) earning before taxes when ^978(43/45) stopped?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.__!("range",0/10000000)
*******************************CALL DKDOL*************************************
J1161 1162 1160(0+"0").1160(K1)
Q1161T 30 DK.~DKDOL.VQ
C1 ^1160
C2 5
J1162 1160 B1161("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1162 1163 1161(0)
Q1162B R45_8F. FREQUENCY OF EARNINGS
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often did ^978(43/45) receive that amount?
/
/ ^B
C0
C1 Day
C2 /12 102 2
C14 By the piece/job
C18 Hour
C20 Other
G 0,18,1/4,12,5,11,6,14,20
J1163 1162 B1162(0+"0")=PLEASE ENTER RESPONSE
J1163 1164 1162(N20)
Q1163U R45_8V. COMMENT FOR OTHER
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q1164B 19 R45_9. ANY YEARS ONLY PART-TIME?
/ QxQ
/
/
/ Since ^978(19/21) 18, have there been years when ^978(1/4)
/ only worked part-time?
/^C1
/
/ ^B
J1165 1169 1164(2.K2.K3)
J1165 1164 B1164(0+"0")=PLEASE ENTER RESPONSE
Q1165ET
Q1166UB 2 R45_10.YEARS, PART-TIME
/
/
/
/ About how many years in total did ^978(43/45) work part-time?
/
/
/ ^B
V (0/99){Nn}
J1167 1166 B976(1)+1166(G0)+M6(1)+14(G0+LQ1166)=THAT IS MORE YEARS
/ THAN R'S CURRENT AGE!
J1167 1166 B976(2)+1166(G0)+M6(2)+16(G0+LQ1166)=THAT IS MORE YEARS
/ THAN SPOUSE/PARTNER'S CURRENT AGE!
J1167 1168 1165(N2)
Q1167ET 2 R45_10AG. SINCE AGE, PART-TIME
Q1168ET 4 R45_10YR. SINCE YEAR, PART-TIME
J1169 976 1166(K2.K3)
Q1169B R45_11.YEAR/AGE/YEARS
/
/
/
/ Thinking now of the future, in what year or at what age
/ ^978(9/12) expect to stop working full-time?
/^C1
/
/ ^B
C0
C1 ENTER YEAR
C2 ENTER AGE
C3 ENTER "IN # OF YEARS"
C4 DEPENDS
C5 NEVER STOP
J1170 1169 B1169(0+"0")=PLEASE ENTER RESPONSE
J1170 1171 1169(N1)
Q1170UB 4 R45_11YR. YEAR EXPECT TO STOP
/
/
/ ^B
/ YEAR
V (1995/2040,U2041/2060){NNNN}
J1171 1172 1169(N2)
Q1171UB 2 R45_11AG. AGE EXPECT TO STOP
/
/
/ AGE: ^B
V (18/99){NN}
J1172 1171 B976(1)+1171(G0)+M6(1)+14(GQ1171)=AGE CANNOT BE LESS TH
/AN R'S CURRENT AGE!
J1172 1171 B976(2)+1171(G0)+M6(2)+16(GQ1171)=AGE CANNOT BE LESS TH
/AN SPOUSE/PARTNER'S CURRENT AGE!
J1172 1173 1169(N3)
Q1172UB 2 R45_10YS. STOP IN # YEARS
/
/
/ NUMBER OF YEARS: ^B
V (0/99){Nn}
J1173 1174 1169(N4)
Q1173U R45_11V. COMMENT FOR DEPENDS
/
/
/
/PLEASE SPECIFY.
V M!a_!
J1174 976 1169(5.K2.K3).1170(K2.K3).1171(K2.K3).1172(K2.K3)
Q1174B R45_12. EXPECT PART-TIME AFTER
/
/
/
/ ^978(22/24) expect to work part-time after that?
/
/
/ ^B
C0
C1 YES
C2 NO
C3 DEPENDS
J1175 976 1174(2)
J1175 1176 B1174(0+"0")=PLEASE ENTER RESPONSE
J1175 1176 1174(N3)
Q1175U R45_12V. COMMENT FOR DEPENDS
/
/
/
/PLEASE SPECIFY.
V M!a_!
J1176 1177 (1008(4).1021(4))+1144(1)=:5:
Q1176B R45_13.YEAR/AGE/YEARS
/
/
/
/ In what year ^978(25/27) expect to stop working altogether?
/^C1
/
/ ^B
C0
C1 ENTER YEAR
C2 ENTER "AT AGE"
C3 ENTER "IN # OF YEARS"
C4 DEPENDS
C5 NEVER STOP
J1177 1176 B1176(0+"0")=PLEASE ENTER RESPONSE
J1177 1178 1176(N1)
Q1177UB 4 R45_13YR. YEAR TO STOP WORKING ALTOGETHER
/
/
/ ^B
/ YEAR
V (1995/2040,U2041/2060){NNNN}
J1178 1177 B1177(A+LQ1170)=CANNOT STOP WORKING ALTOGETHER BEFORE S
/TOPPED WORKING FULL-TIME!
J1178 1179 1176(N2)
Q1178UB 2 R45_13AG. AGE TO STOP WORKING ALTOGETHER
/
/
/ AT AGE: ^B
V (0/99){NN}
J1179 1178 B976(1)+1178(G0)+M6(1)+14(GQ1178)=AGE CANNOT BE LESS TH
/AN R'S CURRENT AGE!
J1179 1178 B976(2)+1178(G0)+M6(2)+16(GQ1178)=AGE CANNOT BE LESS TH
/AN SPOUSE/PARTNER'S CURRENT AGE!
J1179 1180 1176(N3)
Q1179UB 2 R45_13YS.STOP IN # YEARS
/
/
/ IN ^B YEARS
V (0/99){Nn}
J1180 976 1176(N4)
Q1180U R45_13V. COMMENT FOR DEPENDS
/
/
/
/PLEASE SPECIFY.
V M!a_!
J1181 976 1176(A)
Q1181UB 2 R46. HOW MANY YEARS PART-TIME
/ QxQ
/
/
/ Now I have a few questions about ^978(5/8) past work.
/ Including any self-employment and your current job, since
/ ^978(19/21) 18, about how many years ^978(31/33)
/ worked part-time for all or most of the year?
/^C1
/
/ NUMBER OF YEARS: ^B
V (0/99){Nn}
Q1182B 19 R46_1. EVER WORKED FULL-TIME?
/ QxQ
/
/
/ Since ^978(19/21) 18, ^978(31/33) ever worked full-time for
/ pay -- including any self-employment and the military?
/^C1
/
/ ^B
J1183 1215 1182(2.K2.K3)
J1183 1182 B1182(0+"0")=PLEASE ENTER RESPONSE
Q1183UB 2 R46_2. HOW MANY YEARS FULL-TIME?
/
/
/
/ How many years ^978(31/33) worked full-time for all or most of the year?
/^C1
/
/ NUMBER OF YEARS: ^B
V (0/99){Nn}
J1184 1184 1185 1183(K2.K3)
Q1184B 19 R46_2A. FIVE YEARS OR MORE?
/
/
/
/ Was that five years or more?
/^C1
/
/ ^B
J1185 1184 B1184(0+"0")=PLEASE ENTER RESPONSE
J1185 1186 1183(G4)=:1:
J1185 1186 1183(L5)+1183(G0."0")=:2:
J1185 1186 1184(1)=:1:
J1185 1186 1184(2)=:2:
J1185 1186 1184(K2.K3)=:1:
Q1185B R46_3. INTERVIEWER CHECKPOINT
/
/
/
/ INTERVIEWER CHECKPOINT - SEE Q.46.2 AND Q46.2.A
/^C1
/ ^B
C1 R HAS WORKED FULL-TIME FOR 5 YEARS OR MORE OR DK
C2 LESS THAN 5 YEARS
J1186 1194 1185(1)
Q1186B R46_4.YEAR/AGE/YEARS
/
/
/
/ In what year did ^978(43/45) last work full-time for pay?
/^C1
/
/ ^B
C0
C1 ENTER YEAR
C2 ENTER "AT AGE"
C3 ENTER "# YEARS AGO"
J1187 1186 B1186(0+"0")=PLEASE ENTER RESPONSE
J1187 1188 1186(N1)
Q1187UB 4 R46_4YR. LAST YEAR FULL-TIME
/
/
/ ^B
/ YEAR
V (1900/1995){NNNN}
J1188 1189 1186(N2)
Q1188UB 2 R46_4AGE.LAST AGE FULL-TIME
/
/
/ AT AGE: ^B
V (0/99){Nn}
J1189 1188 B976(1)+1188(G0)+M6(1)+14(G0+LQ1188)=THAT IS OLDER THAN
/ R'S CURRENT AGE!
J1189 1188 B976(2)+1188(G0)+M6(2)+16(G0+LQ1188)=THAT IS OLDER THAN
/ SPOUSE/PARTNER'S CURRENT AGE!
J1189 1190 1186(N3)
Q1189UB 2 R46_4YRS.STOPPED FULL-TIME # YEARS AGO
/
/
/ ^B YEARS AGO
V (1/99){Nn}
J1190 1189 B976(1)+1189(G0)+M6(1)+14(G0+LQ1189)=THAT IS MORE YEARS
/ THAN R'S CURRENT AGE!
J1190 1189 B976(2)+1189(G0)+M6(2)+16(G0+LQ1189)=THAT IS MORE YEARS
/ THAN SPOUSE/PARTNER'S CURRENT AGE!
Q1190UB 9 R46_5. AMOUNT EARN BEFORE TAXES
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/ About how much did ^978(43/45) earn before taxes
/ that year?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.__!("range",0/10000000)
*******************************CALL DKDOL*************************************
J1191 1192 1190(0+"0").1190(K1)
Q1191T 30 DK.~DKDOL.VQ
C1 ^1190
C2 6
J1192 1190 B1191("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1192 1193 1191(0)
Q1192B R46_5F. FREQUENCY OF EARNINGS
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often did ^978(43/45) receive that amount?
/
/ ^B
C0
C1 Day
C2 /12 102 2
C14 By the piece/job
C18 Hour
C20 Other
G 0,18,1/4,12,5,11,6,14,20
J1193 1192 B1192(0+"0")=PLEASE ENTER RESPONSE
J1193 1194 1192(N20)
Q1193U R46_5V. COMMENT FOR OTHER
/
/
/
/PLEASE SPECIFY.
V M!a_!
J1194 1215 1190(A)
Q1194UB 2 R46_6. # OF EMPLOYERS-ONE YEAR OR MORE
/ QxQ
/
/
/ Including any self-employment and any full-time work on
/ ^978(5/8) current job, for how many different employers
/ ^978(31/33) worked in full-time jobs lasting one year or more?
/^C1
/
/ ^B # EMPLOYERS
V (0/20,U21/99){Nn}
Q1195B R46_7. LONGEST JOB
/
/
/
/ I want to know about the longest full-time job ^978(43/45) had.
/ Did ^978(43/45) work for someone else, ^978(34/36) self-employed,
/ or what?
/^C1
/
/ ^B
C0
C1 Someone else
C2 Self-employed
C3 Other
J1196 1195 B1195(0+"0")=PLEASE ENTER RESPONSE
J1196 1197 1195(N3)
Q1196U R46_7V. COMMENT FOR OTHER
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q1197U R46_8. WHAT SORT OF WORK
/ QxQ
/
/
/ What sort of work ^978(34/36) doing when you stopped working
/ full-time at that job?
/ (Tell me a little more about what ^978(43/45) did.)
V M!a_!
Q1198U R46_9. WHAT KIND OF BUSINESS
/ QxQ
/
/
/ What kind of business or industry did ^978(43/45) work in --
/ that is, what did they make or do at the place where
/ ^978(43/45) worked?
V M!a_!
Q1199B 1186 R46_10.YEAR/AGE/YEARS
/
/
/ When did ^978(43/45) start working at that job?
/
/
/ ^B
J1200 1199 B1199(0+"0")=PLEASE ENTER RESPONSE
J1200 1201 1199(N1)
Q1200UB 4 R46_10YR. YEAR START WORKING AT JOB
/
/
/ ^B
/ YEAR
V (1900/1995){NNNN}
J1201 1202 1199(N2)
Q1201UB 2 R46_10AG.AGE START WORKING AT JOB
/
/
/ AT AGE: ^B
V (0/99){Nn}
J1202 1201 B976(1)+1201(G0)+M6(1)+14(G0+LQ1201)=THAT IS OLDER THAN
/ R'S CURRENT AGE!
J1202 1201 B976(2)+1201(G0)+M6(2)+16(G0+LQ1201)=THAT IS OLDER THAN
/ SPOUSE/PARTNER'S CURRENT AGE!
J1202 1203 1199(N3)
Q1202UB 2 R46_10YS.YEARS AGO START WORKING AT JOB
/
/
/ ^B YEARS AGO
V (1/99){Nn}
J1203 1202 B976(1)+1202(G0)+M6(1)+14(G0+LQ1202)=THAT IS MORE YEARS
/ THAN R'S CURRENT AGE!
J1203 1202 B976(2)+1202(G0)+M6(2)+16(G0+LQ1202)=THAT IS MORE YEARS
/ THAN SPOUSE/PARTNER'S CURRENT AGE!
Q1203B 1186 R46_11.YEAR/AGE/YEARS
/
/
/
/ When did ^978(43/45) stop working at that job?
/
/
/ ^B
J1204 1203 B1203(0+"0")=PLEASE ENTER RESPONSE
J1204 1205 1203(N1)
Q1204UB 4 R46_11YR. YEAR STOPPED WORKING AT JOB
/
/ ^B
/ YEAR
V (1900/1995){NNNN}
J1205 1206 1203(N2)
Q1205UB 2 R46_11AG.
/
/
/ AT AGE: ^B
V (0/99){Nn}
J1206 1205 B976(1)+1205(G0)+M6(1)+14(G0+LQ1205)=THAT IS OLDER THAN
/ R'S CURRENT AGE!
J1206 1205 B976(2)+1205(G0)+M6(2)+16(G0+LQ1205)=THAT IS OLDER THAN
/ SPOUSE/PARTNER'S CURRENT AGE!
J1206 1207 1203(N3)
Q1206UB 2 R46_11YS.YEARS AGO STOPPED WORKING AT JOB
/
/
/ ^B YEARS AGO
V (1/99){Nn}
J1207 1206 B976(1)+1206(G0)+M6(1)+14(G0+LQ1206)=THAT IS MORE YEARS
/ THAN R'S CURRENT AGE!
J1207 1206 B976(2)+1206(G0)+M6(2)+16(G0+LQ1206)=THAT IS MORE YEARS
/ THAN SPOUSE/PARTNER'S CURRENT AGE!
J1207 1204 B1204(LQ1200)+1204(G0)+1200(G0)=CAN'T STOP BEFORE START
/ED (^1200)
J1207 1205 B1205(LQ1201)+1205(G0)+1201(G0)=CAN'T STOP BEFORE START
/ED (AT AGE ^1201)
J1207 1206 B1202(LQ1206)+1206(G0)+1202(G0)=CAN'T STOP BEFORE START
/ED (^1202 YRS AGO)
Q1207UB 9 R46_12. AMOUNT EARNING WHEN STOPPED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/ About how much ^978(34/36) earning before taxes when
/ ^978(43/45) stopped?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.__!("range",0/10000000)
*******************************CALL DKDOL*************************************
J1208 1209 1207(0+"0").1207(K1)
Q1208T 30 DK.~DKDOL.VQ
C1 ^1207
C2 5
J1209 1207 B1208("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1209 1210 1208(0)
Q1209B R46_12F. FREQUENCY OF EARNINGS
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often did ^978(43/45) receive that amount?
/
/ ^B
C0
C1 Day
C2 /12 102 2
C14 By the piece/job
C18 Hour
C20 Other
G 0,18,1/4,12,5,11,6,14,20
J1210 1209 B1209(0+"0")=PLEASE ENTER RESPONSE
J1210 1211 1209(N20)
Q1210U R46_12V. COMMENT FOR OTHER
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q1211B 1186 R46_13. YEAR/AGE/YEARS
/
/
/
/ In what year did ^978(1/4) last work full-time for pay?
/
/
/ ^B
J1212 1211 B1211(0+"0")=PLEASE ENTER RESPONSE
J1212 1213 1211(N1)
Q1212UB 4 R46_13YR. LAST YEAR FULL-TIME
/
/
/ ^B
/ YEAR
V (1900/1995){NNNN}
J1213 1214 1211(N2)
Q1213UB 2 R46_13AG.AGE LAST WORKED FULL-TIME
/
/
/ AT AGE: ^B
V (0/99){Nn}
J1214 1213 B976(1)+1213(G0)+M6(1)+14(G0+LQ1213)=THAT IS OLDER THAN
/ R'S CURRENT AGE!
J1214 1213 B976(2)+1213(G0)+M6(2)+16(G0+LQ1213)=THAT IS OLDER THAN
/ SPOUSE/PARTNER'S CURRENT AGE!
J1214 1215 1211(N3)
Q1214UB 2 R46_13YS.YEARS AGO LAST WORKED FULL-TIME
/
/
/ ^B YEARS AGO
V (1/99){Nn}
J1215 1214 B976(1)+1214(G0)+M6(1)+14(G0+LQ1214)=THAT IS MORE YEARS
/ THAN R'S CURRENT AGE!
J1215 1214 B976(2)+1214(G0)+M6(2)+16(G0+LQ1214)=THAT IS MORE YEARS
/ THAN SPOUSE/PARTNER'S CURRENT AGE!
Q1215B R46_14. EXPECT FULL-TIME IN FUTURE?
/
/
/
/ Thinking now of the future, ^978(9/12) expect to do any
/ full-time work for pay?
/^C1
/
/ ^B
C0
C1 YES
C2 NO
C3 DEPENDS
J1216 1215 B1215(0+"0")=PLEASE ENTER RESPONSE
J1578 1216 1215(N3)
Q1578U R46_14V.
/
/
/
/PLEASE SPECIFY.
V M!a_!
J1216 1226 1215(N1)
Q1216B R46_15.YEAR/AGE/YEARS
/
/
/
/ In what year ^978(25/27) expect to start working full-time?
/
/
/ ^B
C0
C1 ENTER YEAR
C2 ENTER "AT AGE"
C3 ENTER "IN # OF YEARS"
C4 DEPENDS
J1217 1216 B1216(0+"0")=PLEASE ENTER RESPONSE
J1217 1218 1216(N1)
Q1217UB 4 R46_15YR. YEAR EXPECT TO START
/
/
/ ^B
/ YEAR
V (1995/2050){NNNN}
J1218 1219 1216(N2)
Q1218UB 2 R46_15AG. AGE EXPECT TO START
/
/
/ AT AGE: ^B
V (18/99){NN}
J1219 1218 B976(1)+1218(G0)+M6(1)+14(GQ1218)=AGE CANNOT BE LESS TH
/AN R'S CURRENT AGE!
J1219 1218 B976(2)+1218(G0)+M6(2)+16(GQ1218)=AGE CANNOT BE LESS TH
/AN SPOUSE/PARTNER'S CURRENT AGE!
J1219 1220 1216(N3)
Q1219UB 2 R46_15YS.EXPECT TO START IN # YEARS
/
/
/ IN ^B YEARS
V (1/99){Nn}
J1220 1221 1216(N4)
Q1220U R46_15V. COMMENT FOR DEPENDS
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q1221B R46_16.YEAR/AGE/YEARS
/
/
/
/ In what year ^978(25/27) expect to stop working full-time?
/
/
/ ^B
C0 /4 1216 0
C5 NEVER STOP
J1222 1221 B1221(0+"0")=PLEASE ENTER RESPONSE
J1222 1223 1221(N1)
Q1222UB 4 R46_16YR. YEAR EXPECT TO STOP FULL-TIME
/
/
/ ^B
/ YEAR
V (1995/2050){NNNN}
J1223 1224 1221(N2)
Q1223UB 2 R46_16AG. AGE EXPECT TO STOP FULL-TIME
/
/
/ AT AGE: ^B
V (18/99){NN}
J1224 1223 B976(1)+1223(G0)+M6(1)+14(GQ1223)=AGE CANNOT BE LESS TH
/AN R'S CURRENT AGE!
J1224 1223 B976(2)+1223(G0)+M6(2)+16(GQ1223)=AGE CANNOT BE LESS TH
/AN SPOUSE/PARTNER'S CURRENT AGE!
J1224 1225 1221(N3)
Q1224UB 2 R46_16YS.EXPECT TO STOP IN # YEARS FULL-TIME
/
/
/ IN ^B YEARS
V (1/99){Nn}
J1225 1226 1221(N4)
Q1225U R46_16V. COMMENT FOR DEPENDS
/
/
/
/PLEASE SPECIFY.
V M!a_!
J1226 976 1221(5)
J1226 1227 (1008(4).1021(4))+1144(2)=:5:
Q1226B R46_17.YEAR/AGE/YEARS
/
/
/
/ In what year ^978(25/27) expect to stop working for pay
/ altogether?
/
/
/ ^B
C0 /4 1216 0
C5 NEVER STOP
J1227 1226 B1226(0+"0")=PLEASE ENTER RESPONSE
J1227 1228 1226(N1)
Q1227UB 4 R46_17YR. YEAR EXPECT TO STOP ALTOGETHER
/
/
/ ^B
/ YEAR
V (1995/2050){NNNN}
J1228 1229 1226(N2)
Q1228UB 2 R46_17AG. AGE EXPECT TO STOP ALTOGETHER
/
/
/ AT AGE: ^B
V (18/99){NN}
J1229 1228 B976(1)+1228(G0)+M6(1)+14(GQ1228)=AGE CANNOT BE LESS TH
/AN R'S CURRENT AGE!
J1229 1228 B976(2)+1228(G0)+M6(2)+16(GQ1228)=AGE CANNOT BE LESS TH
/AN SPOUSE/PARTNER'S CURRENT AGE!
J1229 1230 1226(N3)
Q1229UB 2 R46_17YS.EXPECT TO STOP IN # YEARS ALTOGETHER
/
/
/ IN ^B YEARS
V (1/99){Nn}
J1230 1231 1226(N4)
Q1230U R46_17V. COMMENT FOR DEPENDS
/
/
/
/PLEASE SPECIFY.
V M!a_!
J1231 976 1226(G0.K2.K3)
Q1231B 19 R47. EVER WORKED FULL-TIME FOR PAY
/
/
/
/ Since ^978(19/21) 18, ^978(31/33) ever worked
/ full-time for pay?
/^C1
/
/ ^B
J1232 1260 1231(2.K2.K3)
J1232 1231 B1231(0+"0")=PLEASE ENTER RESPONSE
Q1232UB 2 R47_1. HOW MANY YEARS FULL-TIME
/
/
/
/ How many years ^978(31/33) worked full-time for all or most
/ of the year? Include any periods of self-employment, and the
/ military. (Roughly, how many years?)
/^C1
/
/ ^B NUMBER OF YEARS
V (0/50,U51/99){Nn}
J1233 1233 1234 1232(K2.K3)
Q1233B 19 R47_1_1. FIVE YEARS OR MORE?
/
/
/
/ Was that five years or more?
/^C1
/
/ ^B
J1234 1233 B1233(0+"0")=PLEASE ENTER RESPONSE
J1234 1235 1232(G4)=:1:
J1234 1235 1232(L5)+1232(NK2+NK3)=:2:
J1234 1235 1233(1)=:1:
J1234 1235 1233(2)=:2:
J1234 1235 1233(K2.K3)=:1:
Q1234B R47_2. INTERVIEWER CHECKPOINT
/
/
/
/ INTERVIEWER CHECKPOINT - SEE Q.47.1 AND Q47.1A
/^C1
/ ^B
C1 R HAS WORKED FULL-TIME FOR 5 YEARS OR MORE OR DK
C2 LESS THAN 5 YEARS
J1235 1243 1234(1)
Q1235B R47_3.YEAR/AGE/YEARS
/
/
/
/ In what year did ^978(43/45) last work full-time for pay?
/
/
/ ^B
C0
C1 ENTER YEAR
C2 ENTER "AT AGE"
C3 ENTER "# YEARS AGO"
J1236 1235 B1235(0+"0")=PLEASE ENTER RESPONSE
J1236 1237 1235(N1)
Q1236UB 4 R47_3YR. LAST YEAR FULL-TIME
/
/
/ ^B
/ YEAR
V (1900/1995){NNNN}
J1237 1238 1235(N2)
Q1237UB 2 R47_3AGE.LAST AGE FULL-TIME
/
/
/ AT AGE: ^B
V (0/99){Nn}
J1238 1237 B976(1)+1237(G0)+M6(1)+14(G0+LQ1237)=THAT IS OLDER THAN
/ R'S CURRENT AGE!
J1238 1237 B976(2)+1237(G0)+M6(2)+16(G0+LQ1237)=THAT IS OLDER THAN
/ SPOUSE/PARTNER'S CURRENT AGE!
J1238 1239 1235(N3)
Q1238UB 2 R47_3YRS.YEARS AGO FULL-TIME
/
/
/ ^B YEARS AGO
V (1/99){Nn}
J1239 1238 B976(1)+1238(G0)+M6(1)+14(G0+LQ1238)=THAT IS MORE YEARS
/ THAN R'S CURRENT AGE!
J1239 1238 B976(2)+1238(G0)+M6(2)+16(G0+LQ1238)=THAT IS MORE YEARS
/ THAN SPOUSE/PARTNER'S CURRENT AGE!
Q1239UB 7 R47_4. AMOUNT EARN BEFORE TAXES
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/ About how much did ^978(43/45) earn before taxes that year?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___.__!("range",0/100000)
*******************************CALL DKDOL*************************************
J1240 1241 1239(0+"0").1239(K1)
Q1240T 30 DK.~DKDOL.VQ
C1 ^1239
C2 6
J1241 1239 B1240("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1241 1242 1240(0)
Q1241B R47_4F. FREQUENCY OF EARNINGS
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often did ^978(43/45) receive that amount?
/
/ ^B
C0
C1 Day
C2 /12 102 2
C14 By the piece/job
C18 Hour
C20 Other
G 0,18,1/4,12,5,11,6,14,20
J1242 1241 B1241(0+"0")=PLEASE ENTER RESPONSE
J1242 1243 1241(N20)
Q1242U R47_4V. COMMENT FOR OTHER
/
/
/
/PLEASE SPECIFY.
V M!a_!
J1243 1260 1239(A)
Q1243UB 2 R47_5. # OF EMPLOYERS-ONE YEAR OR MORE
/ QxQ
/
/
/ Including any self-employment, for how many different employers
/ ^978(31/33) worked in full-time jobs lasting one year or more?
/^C1
/
/ ^B NUMBER OF EMPLOYERS
V (0/99){Nn}
Q1244B R47_6. LONGEST JOB
/ QxQ
/
/~IF 1243(1)
/ I want to know about this full-time job ^978(43/45)
/~ELSE
/ I want to know about the longest full-time job ^978(43/45)
/~END
/ had. Did ^978(43/45) work for someone else, ^978(34/36)
/ self-employed, or what?
/^C1
/
/ ^B
C0
C1 Someone else
C2 Self-employed
C3 Other
J1245 1244 B1244(0+"0")=PLEASE ENTER RESPONSE
J1245 1246 1244(N3)
Q1245U R47_6V. COMMENT FOR OTHER
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q1246U R47_7. WHAT SORT OF WORK
/ QxQ
/
/
/ What sort of work ^978(34/36) doing when ^978(43/45)
/ left that job?
/ (Tell me a little more about what ^978(43/45) did.)
V M!a_!
Q1247U R47_8. WHAT KIND OF BUSINESS
/ QxQ
/
/
/ What kind of business or industry did ^978(43/45) work in --
/ that is, what did they make or do at the place where ^978(43/45)
/ worked?
V M!a_!
Q1248B 1152 R47_9.YEAR/AGE/YEARS
/
/
/
/ In what year did ^978(43/45) start working at that job?
/
/
/ ^B
J1249 1248 B1248(0+"0")=PLEASE ENTER RESPONSE
J1249 1250 1248(N1)
Q1249UB 4 R47_9YR. YEAR START WORKING AT JOB
/
/
/ ^B
/ YEAR
V (1945/1995,U1900/1944){NNNN}
J1250 1251 1248(N2)
Q1250UB 2 R47_9AGE.AGE START WORKING AT JOB
/
/
/ AT AGE: ^B
V (5/99){Nn}
J1251 1250 B976(1)+1250(G0)+M6(1)+14(G0+LQ1250)=THAT IS OLDER THAN
/ R'S CURRENT AGE!
J1251 1250 B976(2)+1250(G0)+M6(2)+16(G0+LQ1250)=THAT IS OLDER THAN
/ SPOUSE/PARTNER'S CURRENT AGE!
J1251 1252 1248(N3)
Q1251UB 2 R47_9YRS.YEARS AGO START WORKING AT JOB
/
/
/ ^B YEARS AGO
V (1/99){Nn}
J1252 1251 B976(1)+1251(G0)+M6(1)+14(G0+LQ1251)=THAT IS MORE YEARS
/ THAN R'S CURRENT AGE!
J1252 1251 B976(2)+1251(G0)+M6(2)+16(G0+LQ1251)=THAT IS MORE YEARS
/ THAN SPOUSE/PARTNER'S CURRENT AGE!
Q1252B 1152 R47_10.YEAR/AGE/YEARS
/
/
/
/ In what year did ^978(43/45) stop working at that job?
/
/
/ ^B
J1253 1252 B1252(0+"0")=PLEASE ENTER RESPONSE
J1253 1254 1252(N1)
Q1253UB 4 R47_10YR. YEAR STOPPED WORKING AT JOB
/
/
/ ^B
/ YEAR
V (1945/1995,U1900/1944){NNNN}
J1254 1255 1252(N2)
Q1254UB 2 R47_10AG.AGE STOPPED WORKING AT JOB
/
/
/ AT AGE: ^B
V (5/99){Nn}
J1255 1254 B976(1)+1254(G0)+M6(1)+14(G0+LQ1254)=THAT IS OLDER THAN
/ R'S CURRENT AGE!
J1255 1254 B976(2)+1254(G0)+M6(2)+16(G0+LQ1254)=THAT IS OLDER THAN
/ SPOUSE/PARTNER'S CURRENT AGE!
J1255 1256 1252(N3)
Q1255UB 2 R47_10YS.YEARS AGO STOPPED WORKING AT JOB
/
/
/ ^B YEARS AGO
V (1/99){Nn}
J1256 1255 B976(1)+1255(G0)+M6(1)+14(G0+LQ1255)=THAT IS MORE YEARS
/ THAN R'S CURRENT AGE!
J1256 1255 B976(2)+1255(G0)+M6(2)+16(G0+LQ1255)=THAT IS MORE YEARS
/ THAN SPOUSE/PARTNER'S CURRENT AGE!
J1256 1253 B1253(LQ1249)+1253(G0)+1249(G0)=CAN'T STOP BEFORE START
/ED (^1249)
J1256 1254 B1254(LQ1250)+1254(G0)+1250(G0)=CAN'T STOP BEFORE START
/ED (AT AGE: ^1250)
J1256 1255 B1251(LQ1255)+1255(G0)+1251(G0)=CAN'T STOP BEFORE START
/ED (^1251 YRS AGO)
Q1256UB 9 R47_11. AMOUT EARNING WHEN STOPPED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/ About how much ^978(34/36) earning before taxes when
/ ^978(43/45) stopped?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.__!("range",0/10000000)
*******************************CALL DKDOL*************************************
J1257 1258 1256(0+"0")
Q1257T 30 DK.~DKDOL.VQ
C1 ^1256
C2 5
J1258 1256 B1257("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1258 1259 1257(0)
Q1258B R47_11F. FREQUENCY OF EARNINGS
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often did ^978(43/45) receive that amount?
/
/ ^B
C0
C1 Day
C2 /12 102 2
C14 By the piece/job
C18 Hour
C20 Other
G 0,18,1/4,12,5,11,6,14,20
J1259 1258 B1258(0+"0")=PLEASE ENTER RESPONSE
J1259 1260 1258(N20)
Q1259U R47_11V. COMMENT FOR OTHER
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q1260B 19 R47_12. PART-TIME ALL OR MOST OF YEAR
/
/
/
/ Since ^978(19/21) 18, were there any years when ^978(43/45)
/ (only) worked part-time for all or most of the year?
/^C1
/
/ ^B
J1261 1262 1260(2.K2.K3)
J1261 1260 B1260(0+"0")=PLEASE ENTER RESPONSE
Q1261UB 2 R47_13. HOW MANY YEARS PART-TIME?
/
/
/
/ For about how many years did ^978(43/45) work part-time
/ (for all or most of the year)?
/
/ ^B NUMBER OF YEARS
V (0/99){Nn}
Q1262B 19 R47_14. EXPECT TO WORK FOR PAY?
/
/
/
/ ^978(22/24) expect to work for pay in the future?
/^C1
/
/ ^B
J1263 976 1262(2.K2.K3)
J1263 1262 B1262(0+"0")=PLEASE ENTER RESPONSE
Q1263B R47_15.YEAR/AGE/YEARS
/
/
/
/ In what year ^978(9/12) expect to start working?
/^C1
/
/ ^B
C0
C1 ENTER YEAR
C2 ENTER "AT AGE"
C3 ENTER "IN # OF YEARS"
C4 DEPENDS
J1264 1263 B1263(0+"0")=PLEASE ENTER RESPONSE
J1264 1265 1263(N1)
Q1264UB 4 R47_15YR. YEAR EXPECT TO START
/
/
/ ^B
/ YEAR
V (1995/2050){NNNN}
J1265 1266 1263(N2)
Q1265UB 2 R47_15AG. AGE EXPECT TO START
/
/
/ AT AGE: ^B
V (18/99){NN}
J1266 1265 B976(1)+1265(G0)+M6(1)+14(GQ1265)=AGE CANNOT BE LESS TH
/AN R'S CURRENT AGE!
J1266 1265 B976(2)+1265(G0)+M6(2)+16(GQ1265)=AGE CANNOT BE LESS TH
/AN SPOUSE/PARTNER'S CURRENT AGE!
J1266 1267 1263(N3)
Q1266UB 2 R14_15YS.EXPECT TO START IN # YEARS
/
/
/ IN ^B YEARS
J1267 1268 1263(N4)
Q1267U R47_15V. COMMENT FOR DEPENDS
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q1268B R47_16. ANY FULL-TIME WORK
/
/
/
/ Will any of that be full-time work?
/^C1
/
/ ^B
C0
C1 YES
C2 NO
C3 DEPENDS
J1269 1268 B1268(0+"0")=PLEASE ENTER RESPONSE
J1269 1270 1268(N3)
Q1269U R47_16V. COMMENT FOR OTHER
/
/
/
/PLEASE SPECIFY.
V M!a_!
J1270 1280 1268(2.3.K2.K3)
Q1270B 1263 R47_17.YEAR/AGE/YEARS
/
/
/
/ In what year ^978(25/27) expect to start working full-time?
/^C1
/
/ ^B
J1271 1270 B1270(0+"0")=PLEASE ENTER RESPONSE
J1271 1272 1270(N1)
Q1271UB 4 R47_17YR. YEAR EXPECT TO START FULL-TIME
/
/
/ ^B
/ YEAR
V (1995/2050){NNNN}
J1272 1273 1270(N2)
Q1272UB 2 R47_17AG. AGE EXPECT TO START FULL-TIME
/
/
/ AT AGE: ^B
V (18/99){NN}
J1273 1272 B976(1)+1272(G0)+M6(1)+14(GQ1272)=AGE CANNOT BE LESS TH
/AN R'S CURRENT AGE!
J1273 1272 B976(2)+1272(G0)+M6(2)+16(GQ1272)=AGE CANNOT BE LESS TH
/AN SPOUSE/PARTNER'S CURRENT AGE!
J1273 1274 1270(N3)
Q1273UB 2 R14_17YS.EXPECT TO START IN # YEARS FULL-TIME
/
/
/ IN ^B YEARS
J1274 1275 1270(N4)
Q1274U R47_17V. COMMENT FOR DEPENDS
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q1275B R47_18.YEAR/AGE/YEARS
/
/
/
/ In what year ^978(25/27) expect to stop working full-time?
/^C1
/
/ ^B
C0
C1 ENTER YEAR
C2 ENTER "AT AGE"
C3 ENTER "IN # OF YEARS"
C4 DEPENDS
C5 NEVER STOP
J1276 1275 B1275(0+"0")=PLEASE ENTER RESPONSE
J1276 1277 1275(N1)
Q1276UB 4 R47_18YR. YEAR EXPECT TO STOP FULL-TIME
/
/
/ ^B
/ YEAR
V (1995/2050){NNNN}
J1277 1278 1275(N2)
Q1277UB 2 R47_18AG. AGE EXPECT TO STOP FULL-TIME
/
/
/ AT AGE: ^B
V (18/99){NN}
J1278 1277 B976(1)+1277(G0)+M6(1)+14(GQ1277)=AGE CANNOT BE LESS TH
/AN R'S CURRENT AGE!
J1278 1277 B976(2)+1277(G0)+M6(2)+16(GQ1277)=AGE CANNOT BE LESS TH
/AN SPOUSE/PARTNER'S CURRENT AGE!
J1278 1279 1275(N3)
Q1278UB 2 R47_18YS.EXPECT TO STOP IN # YEARS FULL-TIME
/
/
/ IN ^B YEARS
V (0/99){Nn}
J1279 1280 1275(N4)
Q1279U R47_18V. COMMENT FOR DEPENDS
/
/
/
/PLEASE SPECIFY.
V M!a_!
J1280 976 1275(5)
Q1280B R47_19.YEAR/AGE/YEARS
/
/
/
/ In what year ^978(25/27) expect to stop working for pay
/ altogether?
/^C1
/
/ ^B
C0
C1 ENTER YEAR
C2 ENTER "AT AGE"
C3 ENTER "IN # OF YEARS"
C4 DEPENDS
C5 NEVER STOP
J1281 1280 B1280(0+"0")=PLEASE ENTER RESPONSE
J1281 1282 1280(N1)
Q1281UB 4 R47_19YR. YEAR EXPECT TO STOP ALTOGETHER
/
/
/ ^B
/ YEAR
V (1995/2050){NNNN}
J1282 1283 1280(N2)
Q1282UB 2 R47_19AG. AGE EXPECT TO STOP ALTOGETHER
/
/
/ AT AGE: ^B
V (18/99){NN}
J1283 1282 B976(1)+1282(G0)+M6(1)+14(GQ1282)=AGE CANNOT BE LESS TH
/AN R'S CURRENT AGE!
J1283 1283 B976(2)+1282(G0)+M6(2)+16(GQ1282)=AGE CANNOT BE LESS TH
/AN SPOUSE/PARTNER'S CURRENT AGE!
J1283 1284 1280(N3)
Q1283UB 2 R47_19YS.EXPECT TO STOP IN # YEARS ALTOGETHER
/
/
/ IN ^B YEARS
V (0/99){Nn}
J1284 976 1280(N4)
Q1284U R47_19V. COMMENT FOR DEPENDS
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q1286B 19 R96. RECEIVING SOCIAL SECURITY?
/
/
/~IF M7(2/3)+25(1)
/~IF M976(G0)+1047(1)
/ Are you ^35(4/6) currently receiving Social Security
/ benefit payments?
/~ELSE
/ Are you ^35(4/6) currently receiving Social Security
/ benefit payments, or any other type of pension, retirement,
/ or disability benefit payment?
/~END
/~ELSE
/~IF M976(G0)+1047(1)
/ Are you currently receiving Social Security benefit payments?
/~ELSE
/ Are you currently receiving Social Security benefit payments,
/ or any other type of pension, retirement, or disability benefit payment?
/~END
/~END
/
/~IF M976(G0)+977(2)
/ REMEMBER! 'YOU' HERE MEANS THE DESIGNATED RESPONDENT
/ 'SPOUSE/PARTNER' MEANS SPOUSE/PARTNER OF DESIGNATED R
/
/~END
/ (DO NOT INCLUDE SUPPLEMENTAL SECURITY INCOME [SSI])
/^C1
/
/ ^B
J1287 1286 B1286(0+"0")=PLEASE ENTER RESPONSE
J1287 1299 1286(2.K2.K3)+M976(G0)+1047(1)
J1287 1319 1286(2.K2.K3)
J1287 1288 1286(1)+M976(G0)+1047(1)=:1:
Q1287B 19 R96_1. INCLUDE SOCIAL SECURITY BENEFITS?
/ QxQ
/
/
/ Do these include Social Security benefit payments?
/^C1
/
/ ^B
J1288 1300 1287(2.K2.K3)
J1288 1287 B1287(0+"0")=PLEASE ENTER RESPONSE
J1288 1289 6(1)=:1:
J1288 1289 M7(2/3)+25(2)=:1:
J1288 1289 M6(2)+7(N2/3)=:1:
Q1288MC R96_2. RESPONDENT OR SPOUSE
/ QxQ
/
/ Are you and your ^35(7/9) currently receiving Social Security
/ payments or is only one of you? (Which one?)
/ (CODE ALL THAT APPLY)
C1 RESPONDENT
C2 SPOUSE/PARTNER
C10
G 1/2
J1290 1288 B1288(0+"0")=PLEASE ENTER RESPONSE
Q1289S
C1 RESPONDENT
C2 SPOUSE
G 1=1288(1)
G 2=1288(2)
Q1290B R96_4. PAYMENTS FOR RETIREMENT, DISABILITY
/
/
/~IF 1289(1)
/ Are the payments you receive for retirement, disability, or
/ survivors benefits?
/~ELSE
/ Are the payments your ^35(7/9) receives for retirement,
/ disability, or survivors benefits?
/~END
/^C1
/
/ ^B
C0
C1 Retirement
C2 Disability
C3 Survivors
G 0
G 1=1289(1)+M6(1)+14(0.G61)
G 1=1289(2)+M6(2)+16(0.G61)
G 2/3
J1291 1290 B1290(0+"0")=PLEASE ENTER RESPONSE
Q1291B 1004 R96_5.YEARS/AGE/YEAR
/
/
/
/~IF 1289(1)
/ How long have you received these benefits?
/~ELSE
/~IF M6(2)+8(1)
/ How long has he received these benefits?
/~ELSE
/ How long has she received these benefits?
/~END
/~END
/^C1
/
/ ^B
J1292 1291 B1291(0+"0")=PLEASE ENTER RESPONSE
J1292 1293 1291(N1)
Q1292UB 2 R96_5YRS. HOW LONG RECEIVED- YEARS
/
/
/
/ NUMBER OF YEARS: ^B
V (0/99){Nn}
J1293 1292 B1289(1)+1292(G0)+M6(1)+14(G0+LQ1292)=THAT IS MORE YEAR
/S THAN R'S CURRENT AGE!
J1293 1292 B1289(2)+1292(G0)+M6(2)+16(G0+LQ1292)=THAT IS MORE YEAR
/S THAN SPOUSE/PARTNER'S CURRENT AGE!
J1293 1294 1291(N2)
Q1293UB 2 R96_5AGE. HOW LONG RECEIVED - SINCE AGE
/
/
/ SINCE AGE: ^B
V (1/99){NN}
J1294 1293 B1289(1)+1293(G0)+M6(1)+14(G0+LQ1293)=THAT IS OLDER THA
/N R'S CURRENT AGE!
J1294 1293 B1289(2)+1293(G0)+M6(2)+16(G0+LQ1293)=THAT IS OLDER THA
/NR SPOUSE/PARTNER'S CURRENT AGE!
J1294 1295 1291(N3)
Q1294UB 4 R96_5YR. HOW LONG RECEIVED - SINCE YEAR
/
/
/ SINCE YEAR: ^B
V (1896/1995){NNNN}
Q1295UB 7 R96_6. AMOUNT RECEIVE
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/~IF 1289(1)
/ How much do you receive each month or year?
/~ELSE
/~IF M6(2)+8(1)
/ How much does he receive each month or year?
/~ELSE
/ How much does she receive each month or year?
/~END
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",1/9999999)
*******************************CALL DKDOL*************************************
Q1296T 30 DK.~DKDOL.VQ
C1 ^1295
C2 7
J1297 1295 B1296("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1297 1298 1296(0)
Q1297B R96_6F. FREQUENCY OF RETIREMENT PAYMENTS
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/~IF 1289(1)
/ And how often do you receive that amount?
/~ELSE
/~IF M6(2)+8(1)
/ And how often does he receive that amount?
/~ELSE
/ And how often does she receive that amount?
/~END
/~END
/
/ ^B
C0
C4 Month
C6 Year
C20 Other
J1298 1297 B1297(0+"0")=PLEASE ENTER RESPONSE
J1298 1289 1297(N20)
Q1298U R96_6V. COMMENT FOR OTHER
/
/
/
/PLEASE SPECIFY.
V M!a_!
R1289 1298
J1299 1300 M976(G0)+1047(1)
Q1299B 19 R97. RECEIVING OTHER RETIREMENT?
/
/
/
/~IF M7(2/3)+25(1)
/ Are you ^35(4/6) currently receiving any other
/ retirement, pensions, or disability payments?
/~ELSE
/ Are you currently receiving any other retirement, pensions,
/ or disability payments?
/~END
/^C1
/
/ ^B
J1300 1319 1299(2.K2.K3)
J1300 1299 B1299(0+"0")=PLEASE ENTER RESPONSE
Q1300UB 2 R97_1. HOW MANY PAYMENTS RECEIVING
/
/
/
/~IF M7(2/3)+25(1)
/~IF 1286(1).1287(1)
/ Not counting Social Security, how many retirement, pension, or
/ disability benefit payments are you ^35(1/3) currently receiving?
/~ELSE
/ How many retirement, pension, or disability benefit payments are you
/ ^35(1/3) currently receiving?
/~END
/~ELSE
/~IF 1286(1).1287(1)
/ Not counting Social Security, how many retirement, pension, or
/ disability benefit payments are you currently receiving?
/~ELSE
/ How many retirement, pension, or disability benefit payments are you
/ currently receiving?
/~END
/~END
/~IF M976(1)+1047(1)
/~IF M976(2)+1047(1)
/ Including the payments you told me you ^35(1/3) are receiving.
/~ELSE
/ Including the payments you told me you are receiving.
/~END
/~ELSE M976(2)+1047(1)
/ Including the payments you told me your ^35(7/9) is receiving.
/~END
/ (DO NOT INCLUDE INCOME FROM IRA AND KEOGH ACCOUNTS ALREADY REPORTED.)
/
/
/ NUMBER OF PENSION/DISABILITY PAYMENTS: ^B
V (1/99){Nn}
Q1301S BENEFIT STEP-THROUGH
C1 first benefit
C2 second benefit
C3 third benefit
C4 fourth benefit
C5 fifth benefit
C6 sixth benefit
J1302 1303 6(1)=:1:
J1302 1303 M7(2/3)+25(2)=:1:
J1302 1303 M6(2)+7(N2/3)=:1:
Q1302B R97_2. WHO IS RECEIVING
/~IF 1301(LEQ1300)
/^1301 OF ^1300
/~ELSE
/^1300
/~END
/
/
/~IF 1300(1)+1301(1)
/ For this benefit, who is receiving these payments, you or
/~ELSE
/ For the ^1301, who is receiving these payments, you or
/~END
/ your ^35(7/9)?
/
/ ^B
C0
C1 RESPONDENT
C2 SPOUSE/PARTNER
J1303 1302 B1302(0+"0")=PLEASE ENTER RESPONSE
Q1303B R97_3. CURRENT JOB, PAST DISABILITY...
/~IF 1301(LEQ1300)
/^1301 OF ^1300
/~ELSE
/^1300
/~END
/ QxQ
/
/
/ Is this a payment from a current job, past job, a disability or
/ military benefit, spouse's pension, or something else?
/^C1
/
/ ^B
C0
C1 Current job pension
C2 Past job pension
C3 Disability
C4 Military
C5 Spouse pension
C6 Other
G 0
G 1=M976(1)+1047(1.K2.K3)
G 2/6
J1304 1303 B1303(0+"0")=PLEASE ENTER RESPONSE
J1304 1305 1303(N6)
Q1304U R97_3V. COMMENT FOR OTHER
/~IF 1301(LEQ1300)
/^1301 OF ^1300
/~ELSE
/^1300
/~END
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q1305B 1004 R97_4.YEARS/AGE/YEAR
/~IF 1301(LEQ1300)
/^1301 OF ^1300
/~ELSE
/^1300
/~END
/
/
/
/~IF 1302(1)
/ How long have you received these benefits?
/~ELSE
/ How long has ^35(10/11) received these benefits?
/~END
/^C1
/
/ ^B
J1306 1305 B1305(0+"0")=PLEASE ENTER RESPONSE
J1306 1307 1305(N1)
Q1306UB 2 R97_4YRS. HOW LONG RECEIVED - YEARS
/~IF 1301(LEQ1300)
/^1301 OF ^1300
/~ELSE
/^1300
/~END
/
/
/
/ NUMBER OF YEARS: ^B
V (0/99){Nn}
J1307 1306 B1302(1)+1306(G0)+M6(1)+14(G0+LQ1306)=THAT IS MORE YEAR
/S THAN R'S CURRENT AGE!
J1307 1306 B1302(2)+1306(G0)+M6(2)+16(G0+LQ1306)=THAT IS MORE YEAR
/S THAN SPOUSE/PARTNER'S CURRENT AGE!
J1307 1308 1305(N2)
Q1307UB 2 R97_4AGE. HOW LONG RECEIVED - SINCE AGE
/~IF 1301(LEQ1300)
/^1301 OF ^1300
/~ELSE
/^1300
/~END
/
/
/ SINCE AGE: ^B
V (0/99){Nn}
J1308 1307 B1302(1)+1307(G0)+M6(1)+14(G0+LQ1307)=THAT IS OLDER THA
/N R'S CURRENT AGE!
J1308 1307 B1302(2)+1307(G0)+M6(2)+16(G0+LQ1307)=THAT IS OLDER THA
/N SPOUSE/PARTNER'S CURRENT AGE!
J1308 1309 1305(N3)
Q1308UB 4 R97_4. HOW LONG RECEIVED - SINCE YEAR
/~IF 1301(LEQ1300)
/^1301 OF ^1300
/~ELSE
/^1300
/~END
/
/
/ SINCE YEAR: ^B
V (1896/1995){NNNN}
Q1309UB 6 R97_5. AMOUNT RECEIVED
/~IF 1301(LEQ1300)
/^1301 OF ^1300
/~ELSE
/^1300
/~END
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/
/ How much is received each month or year?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/
/ ^B
V !.A$___,___.!("range",0/999999)
*******************************CALL DKDOL*************************************
J1310 1311 1309(0+"0").1309(K1)
Q1310T 30 DK.~DKDOL.VQ
C1 ^1309
C2 7
J1311 1309 B1310("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1311 1314 1310(0)
Q1311B R97_5F. FREQUENCY OF PAYMENTS
/~IF 1301(LEQ1300)
/^1301 OF ^1300
/~ELSE
/^1300
/~END
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often is that amount received?
/
/ ^B
C0
C1 Month
C2 Year
C3 Other
J1312 1311 B1311(0+"0")=PLEASE ENTER RESPONSE
J1312 1313 1311(N3)
Q1312U R97_5V. COMMENT FOR OTHER
/~IF 1301(LEQ1300)
/^1301 OF ^1300
/~ELSE
/^1300
/~END
/
/
/
/PLEASE SPECIFY.
V M!a_!
Q1313B 19 R97_6. INCREASE WITH COST OF LIVING?
/~IF 1301(LEQ1300)
/^1301 OF ^1300
/~ELSE
/^1300
/~END
/ QxQ
/
/
/ Has this payment been increased when the cost of living has
/ increased?
/^C1
/
/ ^B
J1314 1313 B1313(0+"0")=PLEASE ENTER RESPONSE
J1314 1315 M6(1)+20(1)=:1:
J1314 1315 M6(1)+20(N1)=:2:
Q1314B 19 R97_7. CHECKPOINT: IS R MARRIED
/
/
/
/ INTERVIEWER CHECKPOINT: IS R LEGALLY MARRIED?
/^C1
/
/ ^B
J1315 1318 1314(2)
J1315 1314 B1314(0+"0")=PLEASE ENTER RESPONSE
Q1315B R97_8. IF RECIPIENT DIES, WHAT PERCENT..
/~IF 1301(LEQ1300)
/^1301 OF ^1300
/~ELSE
/^1300
/~END
/
/~IF 1302(1)
/ If you were to die, what percent of this payment would your
/ ^35(7/8) continue to receive or would the payments stop?
/~ELSE
/ If your ^35(7/8) were to die, what percent of this payment would
/ you continue to receive or would the payments stop?
/~END
/^C1
/
/ ^B
C0
C1 ENTER PERCENTAGE
C2 STOP
C3 OTHER
J1316 1315 1315(0+"0")=PLEASE ENTER RESPONSE
J1316 1317 1315(N1)
Q1316UB 5 R97_8. PERCENTAGE
/~IF 1301(LEQ1300)
/^1301 OF ^1300
/~ELSE
/^1300
/~END
/
/
/
/ PERCENT: ^B
V !.U___.__%!(1/99999)
J1317 1318 1315(N3)
Q1317U R97_8V. COMMENT FOR OTHER
/~IF 1301(LEQ1300)
/^1301 OF ^1300
/~ELSE
/^1300
/~END
/
/
/
/PLEASE SPECIFY.
V M!a_!
J1318 1319 1301(6)
Q1318B 19 R97_9. ANOTHER BENEFIT?
/~IF 1301(LEQ1300)
/^1301 OF ^1300
/~ELSE
/^1300
/~END
/
/
/~IF 1301(LQ1300)
/ INTERVIEWER: CAN R PROVIDE INFORMATION ON ANOTHER BENEFIT?
/~ELSE
/~IF M7(2/3)
/ Is there another pension from which you or your ^35(7/9) receives
/ benefits?
/~ELSE
/ Is there another pension from which you receive benefits?
/~END
/~END
/
/
/ ^B
J1301 1319 1318(2.K2.K3)
J1301 1318 B1318(0+"0")=PLEASE ENTER RESPONSE
R1301 1318
Q1319B 19 R98. CASH SETTLEMENT
/ QxQ
/
/
/~IF M7(2/3)+25(1)
/ Have you ^35(4/6) ever received a cash settlement from a
/ pension or retirement plan of a previous job?
/~ELSE
/ Have you ever received a cash settlement from a pension or
/ retirement plan of a previous job?
/~END
/
/
/ ^B
J1320 1330 1319(2.K2.K3)
J1320 1319 B1319(0+"0")=PLEASE ENTER RESPONSE
Q1320UB 2 R98_1. NUMBER OF CASH SETTLEMENTS
/
/
/~IF M7(2/3)+25(1)
/ How many different cash settlements have you ^35(4/6)
/ received?
/~ELSE
/ How many different cash settlements have you received?
/~END
/
/ ^B
V (1/99){Nn}
Q1321S CASH SETTLEMENT STEP-THROUGH
C1 first cash
C2 second cash
C3 third cash
C4 fourth cash
C5 fifth cash
C6 sixth cash
J1322 1323 6(1)=:1:
J1322 1323 M6(2)+7(N2/3)=:1:
J1322 1323 M6(2)+7(2/3)+25(2)=:1:
Q1322B R98_2. WHO RECEIVED SETTLEMENT?
/
/
/
/~IF 1320(1)+1321(1)
/ Who received this settlement, you or your ^35(7/9)?
/~ELSE
/ Who received the ^1321 settlement, you or your
/ ^35(7/9)?
/~END
/^C1
/
/ ^B
C0
C1 Respondent
C2 Spouse/partner
J1323 1322 B1322(0+"0")=PLEASE ENTER RESPONSE
Q1323UB 9 R98_3. AMOUNT OF CASH SETTLEMENT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/
/~IF 1320(1)+1321(1)
/ What was the amount of this settlement?
/~ELSE
/ What was the amount of this ^1321 settlement?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q1324T 30 DK.~DKDOL.VQ
C1 ^1323
C2 6
J1325 1323 B1324("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q1325B R98_4.YEAR/AGE/YEARS
/
/
/~IF 1320(1)+1321(1)
/ In what year was this settlement received?
/~ELSE
/ In what year was the ^1321 settlement received?
/~END
/
/ ^B
C0
C1 ENTER YEAR
C2 ENTER "AT AGE"
C3 ENTER "# OF YEARS AGO"
J1326 1325 B1325(0+"0")=PLEASE ENTER RESPONSE
J1326 1327 1325(N1)
Q1326UB 4 R98_4YR. WHEN RECEIVED - YEAR
/
/
/ ^B
/ YEAR
V (1896/1995){NNNN}
J1327 1328 1325(N2)
Q1327UB 2 R98_4AGE. WHEN RECEIVED - AGE
/
/
/ AT AGE: ^B
V (0/99){Nn}
J1327 1326 B1322(1)+1326(G0)+M6(1)+14(G0+LQ1326)=THAT IS OLDER THA
/N R'S CURRENT AGE!
J1327 1326 B1322(2)+1326(G0)+M6(2)+16(G0+LQ1326)=THAT IS OLDER THA
/N SPOUSE/PARTNER'S CURRENT AGE!
J1328 1329 1325(N3)
Q1328UB 2 R98_4YRS. WHEN RECEIVED - YEARS AGO
/
/
/ ^B YEARS AGO
V (0/99){Nn}
J1329 1328 B1322(1)+1328(G0)+M6(1)+14(G0+LQ1328)=THAT IS MORE YEAR
/S THAN R'S CURRENT AGE!
J1329 1328 B1322(2)+1328(G0)+M6(2)+16(G0+LQ1328)=THAT IS MORE YEAR
/S THAN SPOUSE/PARTNER'S CURRENT AGE!
Q1329B 19 R98_5. ANOTHER CASH SETTLEMENT?
/
/
/~IF 1321(LQ1320)
/ INTERVIEWER: CAN R PROVIDE DETAIL ON ANOTHER CASH SETTLEMENT?
/~ELSE
/~IF M6(2)+7(2/3)
/ Did you or your ^35(7/9) receive any other such settlements?
/~ELSE
/ Did you receive any other such settlements?
/~END
/~END
/
/^C1
/
/ ^B
R1321 1329
J1321 1330 1329(2.K2.K3)
J1330 1329 B1329(0+"0")=PLEASE ENTER RESPONSE
Q1330B 19 R99. FUTURE PENSION BENEFITS?
/ QxQ
/
/
/~IF M7(2/3)+25(1)
/ Now I want to ask about future pension benefits that you and your
/ ^35(7/9) have earned rights to from past or current jobs.
/ Aside from Social Security and other pensions you have already
/ told me about, do you and your ^35(7/9) expect to receive any
/ (other) pensions in the future?
/~ELSE
/ Now I want to ask about future pension benefits that you have
/ earned rights to from past or current jobs. Aside from Social
/ Security and other pensions you have already told me about, do you
/ expect to receive any (other) pensions in the future?
/~END
/
/
/ ^B
J1331 1349 1330(2.K2.K3)
J1331 1330 B1330(0+"0")=PLEASE ENTER RESPONSE
Q1331UB 2 R99_1. NUMBER OF FUTURE BENEFITS
/
/
/
/~IF M7(2/3)+25(1)
/ How many such benefits do you or your ^35(7/9)
/ expect to receive in the future?
/~ELSE
/ How many such benefits do you expect to receive in the future?
/~END
/
/ ^B
V (1/99){Nn}
Q1332S FUTURE BENEFIT STEP-THROUGH
C1 largest
C2 next
C3 next
C4 next
C5 next
C6 next
J1333 1334 6(1)=:1:
J1333 1334 M6(2)+7(N2/3)=:1:
J1333 1334 M7(2)+21(2.K2.K3)=:1:
J1333 1334 M7(2/3)+25(2)=:1:
Q1333B R99_2. WHO EXPECTS TO RECEIVE BENEFIT?
/
/
/~IF 1331(1)+1332(1)
/ Who expects to receive this benefit?
/~ELSE
/ Who expects to receive the ^1332 benefit?
/~END
/
/~IF 1332(1)+1331(G1)
/ IF R ANSWERS DK: Tell me about your benefits first.
/
/ WE DO NOT CARE WHICH PLAN IS LARGEST, TAKE ANY PLAN.
/~END
/
/ ^B
C0
C1 Respondent
C2 Spouse
J1334 1333 B1333(0+"0")=PLEASE ENTER RESPONSE
Q1334B R99_3. INCOME FORMULA, ACCOUNT...
/ QxQ
/
/
/~IF 1331(1)+1332(1)
/ About this benefit, is this from a pension plan
/~ELSE
/ About the ^1332 benefit, is this from a pension plan
/~END
/~IF 1333(1)
/ where a certain amount of money is accumulated in an account for you,
/ a formula plan that will give you a specific amount of income each
/ month or year when you retire, or what?
/~ELSE
/ where a certain amount of money is accumulated in an account for your
/ ^35(7/9), a formula plan that will give you a specific amount of income
/ each month or year when ^35(10/11) retires, or what?
/~END
/^C1
/
/ ^B
C0
C1 Income formula
C2 Account
C3 Both
J1335 1338 1334(1)
J1335 1334 B1334(0+"0")=PLEASE ENTER RESPONSE
Q1335B R99_3_1. LUMP SUM OR REGULAR PAYMENT?
/
/
/
/~IF 1333(1)
/ When you retire, will you receive the money in the account as a lump
/ sum, or will you receive regular payments?
/~ELSE
/ When your ^35(7/9) retires, will ^35(10/11) receive the money in the
/ account as a lump sum, or will ^35(10/11) receive regular payments?
/~END
/^C1
/
/ ^B
C0
C1 Lump sum
C2 Regular payments
J1336 1335 B1335(0+"0")=PLEASE ENTER RESPONSE
J1336 1338 1334(K2.K3)+1335(K2.K3)
Q1336UB 7 R99_4. AMOUNT IN ACCOUNT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/
/ How much is in the account now?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$_,___,___.!("range",1/9999999)
*******************************CALL DKDOL*************************************
Q1337T 30 DK.~DKDOL.VQ
C1 ^1336
C2 6
J1338 1336 B1337("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q1338B R99_5. YEARS/AGE YEARS
/
/
/~IF 1333(1)
/ When do you expect to receive this pension?
/~ELSE
/ When does ^35(10/11) expect to receive this pension?
/~END
/^C1
/
/ ^B
C0
C1 ENTER NUMBER OF YEARS
C2 ENTER "AT AGE"
C3 ENTER "IN YEAR"
J1339 1338 B1338(0+"0")=PLEASE ENTER RESPONSE
J1339 1340 1338(N1)
Q1339UB 2 R99_5YS.WHEN EXPECT TO RECEIVE - YEARS
/
/
/ NUMBER OF YEARS: ^B
V (0/99){Nn}
J1340 1341 1338(N2)
Q1340UB 2 R99_5AG. WHEN EXPECT TO RECEIVE - AGE
/
/
/ AT AGE: ^B
V (0/99){Nn}
J1341 1340 B1340(G0)+M6(1)+14(GQ1340)=THAT IS YOUNGER THAN R'S CUR
/RENT AGE!
J1341 1342 1338(N3)
Q1341UB 4 R99_5YR. WHEN EXPECT TO RECEIVE - YEAR
/
/
/ IN THE YEAR: ^B
V (1995/2050){NNNN}
J1342 1346 1335(1)
Q1342UB 7 R99_6. AMOUNT OF EXPECTED PAYMENTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/
/~IF 1333(1)
/ About how much do you expect them to be?
/~ELSE
/ About how much does ^35(10/11) expect them to be?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/
/ ^B
V !.A$_,___,___.!("range",1/9999999)
*******************************CALL DKDOL*************************************
Q1343T 30 DK.~DKDOL.VQ
C1 ^1342
C2 7
J1344 1342 B1343("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1344 1345 1343(0).1335(1)
Q1344B R99_6F. FREQUENCY OF EXPECTED PAYMENTS
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED
/
/ And how often do you expect to receive that amount?
/
/ ^B
C0
C2 Week
C3 Biweekly
C4 Month
C5 Quarter
C6 Year
C8 Lump sum/one payment only
C11 Twice per year
C12 Bimonthly
C20 Other
G 0,2/4,12,5,11,6,8,20
J1345 1344 B1344(0+"0")=PLEASE ENTER RESPONSE
J1345 1346 1344(N20)
Q1345U R99_6V. COMMENT FOR OTHER
/
/
/
/PLEASE SPECIFY.
V M!a_!
J1346 1347 1332(6)
Q1346B 19 R99_7. ANOTHER FUTURE BENEFIT?
/
/
/~IF 1332(LQ1331)
/ INTERVIEWER: CAN R PROVIDE INFORMATION ON ANOTHER FUTURE BENEFIT
/~ELSE
/ Is there another such future benefit?
/~END
/^C1
/
/ ^B
J1332 1349 1346(2.K2.K3)
J1347 1346 B1346(0+"0")=PLEASE ENTER RESPONSE
R1332 1346
Q1347B R100. IRA, KEOGH?
/
/
/
/ Are any of these part of an IRA, KEOGH, or other pension plan?
/^C1
/
/ ^B
C0
C1 Yes, IRA/KEOGH
C2 Yes, pension
C3 No
J1348 1347 B1347(0+"0")=PLEASE ENTER RESPONSE
J1348 1349 1347(N1)
Q1348U R100V. COMMENT FOR IRA/KEOUGH
/
/
/PLEASE SPECIFY.
V M!a_!
*******************************************************************************
* SECTION T: INCOME *
*******************************************************************************
Q1349B PREAMBLE FROM FIRST QUESTION
/
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ We have talked about various sources of income. Now we would like to
/ get the overall picture of all the different sources of income that you
/ had in 1994.
/~ELSE
/ We have talked about various sources of income. Now we would like to
/ get the overall picture of all the different sources of income that you
/ and members of your family living here had in 1994.
/~END
/
/
/ ^B
C0 PRESS [ENTER] TO CONTINUE
Q1350S TYPE OF INCOME STEP-THROUGH
C1 wages and salaries
C2 a professional practice, business, or farm
C3 non-taxable investments such as municipal bonds
C4 other interest
C5 dividends
C6 net gains or losses from the sale of stocks, bonds, or
/ real estate
C7 net rent, trusts, or royalties from any other investme
/nt or business
C8 unemployment or worker's compensation
C9 child support or alimony which you or your family here
/ receive
C10 ADC, AFDC, food stamps, or other forms of welfare or a
/ssistance such as SSI
C11 Social Security or other pensions, annuities, or other
/ disability or retirement programs
C12 any other sources
J1587 1285
Q1587X
C1 7
C2 12,18
C3 8b
C4 8a
C5 9
C6 13,14
C7 17
C8 19
C9 11
C10 SSI IS SHOWN ON IRS FORM 1040 LINE 21b, OTHER WELFARE
/NOT SHOWN ON 1040
C11 16a,20a
C12 21
G 1=1350(1)
G 2=1350(2)
G 3=1350(3)
G 4=1350(4)
G 5=1350(5)
G 6=1350(6)
G 7=1350(7)
G 8=1350(8)
G 9=1350(9)
G 10=1350(10)
G 11=1350(11)
G 12=1350(12)
J1285 1351 1350(L3)=:5:
J1285 1351 1350(3.7.11.12)=:6:
J1285 1351 1350(4/6.8/10)=:7:
Q1285U 1
Q1351B T1. TYPES OF INCOME
/ QxQ
/
/
/~IF 0A(LE1)=6AM25(N2)=
/~IF 1350(N2+N4)
/Did you have income from
/~ELSE 1350(4)
/ Did you have any other interest income?
/~ELSE 1350(2)
/Did you have income or losses from
/~END
/~ELSE
/~IF 1350(N2+N4)
/Did you or anyone have income from
/~ELSE 1350(4)
/ Did you or anyone have any other interest income?
/~ELSE 1350(2)
/Did you or anyone have income or losses from
/~END
/~END
/~IF 1350(N4)
/^1350?
/~END
/~IF 1350(2)
/(Other than wages or salaries)
/~END
/
/~IF 1350(10)
/^1587
/~ELSE
/IRS FORM 1040 LINE NUMBER: ^1587
/~END
/
/
/
/ ^B
C0
C1 YES
C2 NO
J1352 1351 B1351(0+"0")=PLEASE ENTER RESPONSE
J1352 1352 1353 1350(12)+1351(1)
Q1352U T1V. COMMENT FOR ANY OTHER TYPE
/
/
/ What other sources?
/
V M!a_!
J1353 1350 1351(2.K2.K3)
Q1353UB 9 T2. AMOUNT OF INCOME
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/
/~IF 1350(4)
/ In total, how much other interest income
/~ELSE
/ In total, how much income from
/ ^1350
/~END
/~IF 0A(LE1)=6AM25(N2)=
/ did you receive in 1994, before deductions for taxes and anything else?
/~ELSE
/ did you and your family receive in 1994, before deductions for taxes
/ and anything else?
/~END
/
/~IF 1350(10)
/^1587
/~ELSE
/IRS FORM 1040 LINE NUMBER: ^1587
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ANNUAL AMOUNT: ^B IN '94
V !.A$___,___,___.!("range",-99999999/999999999)
J1354 1353 B1353(L0)+1350(1.3/5.8/11)=AMOUNT MUST BE POSITIVE!
*******************************CALL DKDOL*************************************
J1354 1350 1353(0+"0")
Q1354T 30 DK.~DKDOL.VQ
C1 ^1353
C2 ^1285
J1350 1353 B1354("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
R1350 1354
Q1580UT 14 ADD AMOUNTS IN T2|1353A[1/12]
J1581 1355 M1350(G0)+1351(K2.K3)
J1581 1355 M1350(G0)+1353("range"."NT".K2.K3)
Q1581B 1351 T2_1.TOTAL CORRECT?
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ I would like to confirm that your total 1994 income from all
/~ELSE
/ I would like to confirm that your family's total 1994 income from all
/~END
/ sources was $^1580.
/
/
/ Is that correct?
/
/ ^B
J1355 1581 B1581(0+"0")=PLEASE ENTER RESPONSE
J1355 1357 1581(1)
Q1355UB 9 T3. AMOUNT OF TOTAL INCOME
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/
/~IF 1581(2.K2.K3)
/ What would be the correct total?
/~ELSE
/~IF 0A(LE1)=6AM25(N2)=
/ How much was the total income you received in 1994 from all
/ sources, before taxes and other deductions were made?
/~ELSE
/ How much was the total income you and your family living here
/ received in 1994 from all sources, before taxes and other deductions
/ were made?
/~END
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ANNUAL AMOUNT: ^B IN '94
V !.A$___,___,___.!("range",-99999999/999999999)
*******************************CALL DKDOL*************************************
J1356 1357 1355(0+"0").1355("NT")
Q1356T 30 DK.~DKDOL.VQ
C1 ^1355
C2 5
J1357 1355 B1356("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q1357B T4. INCOME HIGH OR LOW
/
/
/
/ Is this income unusually high or low compared to what you would expect
/ in a "normal" year, or is it normal?
/^C1
/
/ ^B
C0
C1 High
C2 Low
C3 Normal
J1358 1361 1357(3.K2.K3)
J1358 1357 B1357(0+"0")=PLEASE ENTER RESPONSE
Q1358U T4_05. WHY IS THAT?
/
/
/
/ Why is that?
V M!a_!
Q1359UB 9 T4_1. AMOUNT OF INCOME IN NORMAL YEAR
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/
/ About what would your income have been if it had been a normal year?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ANNUAL AMOUNT: ^B
V !.A$___,___,___.!("range",0/999999999)
*******************************CALL DKDOL*************************************
J1360 1361 1359(0+"0")
Q1360T 30 DK.~DKDOL.VQ
C1 ^1359
C2 5
J1361 1359 B1360("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q1361B T4_2.PAST 5 YEARS-INCOME GO UP?
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ Over the past five years, did your total income go up more
/ than prices, less than prices, or about the same as prices?
/~ELSE
/ Over the past five years, did your total family income go up
/ more than prices, less than prices, or about the same as prices?
/~END
/
/ ^B
C0
C1 Up more
C2 Up less
C3 About the same
J1362 1361 B1361(0+"0")=PLEASE ENTER RESPONSE
Q1362B 1361 T4_3.NEXT YEAR-EXPECT INCOME GO UP?
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ Over the next year, do you expect your total income to go up
/ more than prices, less than prices, or about the same as prices?
/~ELSE
/ Over the next year, do you expect your total family income
/ to go up more than prices, less than prices, or about the same
/ as prices?
/~END
/
/ ^B
J1363 1362 B1362(0+"0")=PLEASE ENTER RESPONSE
Q1363B 1351 T4_4.GOOD IDEA OF INCOME NEXT YEAR?
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ At this time, do you have a good idea of what your income for next
/ year will be?
/~ELSE
/ At this time, do you have a good idea of what your family's
/ income for next year will be?
/~END
/
/ ^B
J1364 1363 B1363(0+"0")=PLEASE ENTER RESPONSE
Q1364B 1351 T4_5.USUALLY HAVE A GOOD IDEA
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ Do you usually have a good idea of what your next year's
/ income will be?
/~ELSE
/ Do you usually have a good idea of what your family's next year's
/ income will be?
/~END
/
/ ^B
J1365 1364 B1364(0+"0")=PLEASE ENTER RESPONSE
Q1365B T5. IN 1994, DID YOU PAY ALIMONY...
/ QxQ
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ During 1994, did you pay any alimony, separation payments,
/ or child support?
/~ELSE
/ During 1994, did you or anyone in your family living here pay any
/ alimony, separation payments, or child support?
/~END
/
/ ^B
C0
C1 Yes
C2 No
J1366 1368 1365(2.K2.K3)
J1366 1365 B1365(0+"0")=PLEASE ENTER RESPONSE
Q1366UB 9 T5_1. AMOUNT OF ALIMONY PAYMENTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ Altogether, how much alimony and/or child support did you
/ pay in 1994?
/~ELSE
/ Altogether, how much alimony and/or child support did you and your
/ family pay in 1994?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ANNUAL AMOUNT: ^B IN '94
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q1367T 30 DK.~DKDOL.VQ
C1 ^1366
C2 6
J1368 1366 B1367("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q1368B T6. SUPPORT OTHER FRIENDS, RELATIVES
/ QxQ
/
/
/~IF 0A(LE1)=6AM25(N2)=
/~IF 1365(1)
/ During 1994, did you provide any other financial support for
/ relatives or friends who do not live here?
/~ELSE
/ During 1994, did you provide any financial support for relatives or
/ friends who do not live here?
/~END
/~ELSE
/~IF 1365(1)
/ During 1994, did you or anyone in your family living here provide any
/ other financial support for relatives or friends who do not live here?
/~ELSE
/ During 1994, did you or anyone in your family living here provide any
/ financial support for relatives or friends who do not live here?
/~END
/~END
/
/
/ ^B
C0
C1 Yes
C2 No
J1369 1373 1368(2.K2.K3)
J1369 1368 B1368(0+"0")=PLEASE ENTER RESPONSE
Q1369UB 7 T6_1. AMOUNT OF OTHER SUPPORT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ How much support did you pay?
/~ELSE
/ How much support did you and your family pay?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ANNUAL AMOUNT: ^B IN '94
V !.A$_,___,___.!("range",1/9999999)
*******************************CALL DKDOL*************************************
Q1370T 30 DK.~DKDOL.VQ
C1 ^1369
C2 6
J1371 1369 B1370("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q1371MC T6_2. TO WHOM WAS SUPPORT GIVEN?
/
/
/
/ To whom was this support given?
/
/INTERVIEWER: CODE ALL THAT APPLY
C1 Children under 18
C2 Children 18 and over
C3 Parents (In-Law)
C4 Grand Children
C5 Grand Parents
C6 Siblings (In-Law)
C7 Niece/Nephew
C8 Friend
C9 Other
C10
G 1/9
J1372 1372 1373 1371(9)
Q1372U T6_2V. COMMENT FOR OTHER
/
/
/
/ PLEASE SPECIFY.
V M!a_!
Q1373B T7. FILE OR EXPECT TO FILE 1994 TAX RETURN?
/
/
/
/~IF M7(2/3)+25(1)
/ Did you ^35(4/6) file, or do you expect to file,
/ a 1994 Federal Income tax return?
/~ELSE
/ Did you file, or do you expect to file, a 1994 Federal
/ Income tax return?
/~END
/
/
/ ^B
C0
C1 YES - FILED
C2 NO - DO NOT EXPECT TO FILE
C6 YES - NOT YET FILED
G 0,1,6,2
J1374 1386 1373(2.K2.K3)
J1374 1373 B1373(0+"0")=PLEASE ENTER RESPONSE
J1374 1374 1375 M7(2/3)+25(1)
Q1374B T7_2. FILE JOINT, SEPARATELY...
/ QxQ
/
/~IF 1373(1)
/ Did you ^35(1/3) file a joint return,
/ did you file separately, or did only one of you file?
/~ELSE
/ Will you ^35(1/3) file a joint return,
/ will you file separately, or will only one of you file?
/~END
/^C1
/
/ ^B
C0
C1 File Jointly
C2 File Separately
C3 Only R File
C4 Only S File
J1375 1379 1374(2.3)
J1375 1382 1374(4)
J1375 1386 1374(K2.K3)
J1375 1374 B1374(0+"0")=PLEASE ENTER RESPONSE
Q1375MC T7_3. WHICH SCHEDULES?
/ QxQ
/
/~IF M7(2/3)+25(1)
/~IF 1373(1)
/ Did you ^35(1/3) file a schedule C, E, or F with your return?
/~ELSE
/ Will you ^35(1/3) file a schedule C, E, or F with your return?
/~END
/~ELSE
/~IF 1373(1)
/ Did you file a schedule C, E, or F with your return?
/~ELSE
/ Will you file a schedule C, E, or F with your return?
/~END
/~END
/
/ INTERVIEWER:
/
/ CODE ALL THAT APPLY.
/
/ IF R ASKS: SCHEDULE C IS FOR BUSINESS INCOME OR SELF EMPLOYMENT
/ SCHEDULE E IS FOR TRUST AND PARTNERSHIP INCOME
/ SCHEDULE F IS FOR FARM INCOME
C1 Schedule C
C2 Schedule E
C3 Schedule F
C4 No;E
C10
G 1/4
Q1376B 1351 T7_3A.DID/WILL YOU ITEMIZE?
/ QxQ
/
/~IF 1373(1)
/ Did you itemize deductions?
/~ELSE
/ Will you itemize deductions?
/~END
/
/ ^B
Q1377UB 9 T7_4. TOTAL ADJUSTED GROSS INCOME
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/
/~IF M7(2/3)+25(1)
/~IF 1373(1)
/ What was your ^35(1/3)'s total adjusted gross income (AGI)
/ on your 1994 tax return? (Form 1040, Line 31)
/~ELSE
/ What will be your ^35(1/3)'s total adjusted gross income
/ (AGI) on your 1994 tax return? (What do you think it will be?)
/ (Form 1040, Line 31)
/~END
/~ELSE
/~IF 1373(1)
/ What was your total adjusted gross income (AGI) on your 1994
/ tax return? (Form 1040, Line 31)
/~ELSE
/ What will be your total adjusted gross income (AGI) on your 1994
/ tax return? (What do you think it will be?) (Form 1040, Line 31)
/~END
/~END
/
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",-99999999/999999999)
*******************************CALL DKDOL*************************************
J1378 1379 1377(0+"0")
Q1378T 30 DK.~DKDOL.VQ
C1 ^1377
C2 5
J1379 1377 B1378("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1379 1386 1377(A)
Q1379MC T7_5. WHICH SCHEDULES?
/ QxQ
/
/
/~IF 1373(1)
/ Did you file a schedule C, E, or F with your return?
/~ELSE
/ Will you file a schedule C, E, or F with your return?
/~END
/
/ INTERVIEWER:
/
/ CODE ALL THAT APPLY.
/
/ IF R ASKS: SCHEDULE C IS FOR BUSINESS INCOME OR SELF EMPLOYMENT
/ SCHEDULE E IS FOR TRUST AND PARTNERSHIP INCOME
/ SCHEDULE F IS FOR FARM INCOME
C1 Schedule C
C2 Schedule E
C3 Schedule F
C4 No;E
C10
G 1/4
Q1579B 1351 T7_5A.
/ QxQ
/
/~IF 1373(1)
/ Did you itemize deductions on the return?
/~ELSE
/ Will you itemize deductions on the return?
/~END
/
/ ^B
J1380 1579 B1579(0+"0")=PLEASE ENTER RESPONSE
Q1380UB 9 T7_6. TOTAL ADJUSTED GROSS INCOME
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/
/~IF 1373(1)
/ What was your total adjusted gross income (AGI) on your 1994 tax return?
/~ELSE
/ What will be your total adjusted gross income (AGI) on your 1994
/ tax return? (What do you think it will be?)
/~END
/
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",0/999999999)
*******************************CALL DKDOL*************************************
J1381 1382 1380(0+"0")
Q1381T 30 DK.~DKDOL.VQ
C1 ^1380
C2 5
J1382 1380 B1381("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1382 1386 1374(3)
Q1382MC T7_7. WHICH SCHEDULES
/ QxQ
/
/
/ Did your ^35(7/9) file a schedule C, E, or F with ^35(12/13) return?
/
/ INTERVIEWER:
/
/ CODE ALL THAT APPLY.
/
/ IF R ASKS: SCHEDULE C IS FOR BUSINESS INCOME OR SELF EMPLOYMENT
/ SCHEDULE E IS FOR TRUST AND PARTNERSHIP INCOME
/ SCHEDULE F IS FOR FARM INCOME
C1 Schedule C
C2 Schedule E
C3 Schedule F
C4 No;E
C10
G 1/4
Q1383B 1351 T7_7A.DID SPOUSE ITEMIZE?
/ QxQ
/
/~IF 1373(1)
/ Did ^35(10/11) itemize deductions on the return?
/~ELSE
/ Will ^35(10/11) itemize deductions on the return?
/~END
/
/ ^B
J1384 1383 B1383(0+"0")=PLEASE ENTER RESPONSE
Q1384UB 9 T7_8. SPOUSE'S TOTAL ADJUSTED GROSS INCOME
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/
/~IF 1373(1)
/ What was ^35(12/13) total adjusted gross income (AGI) on ^35(12/13) 1994
/ tax return?
/~ELSE
/ What will be ^35(12/13) total adjusted gross income (AGI) on ^35(12/13)
/ 1994 tax return? (What do you think it will be?)
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",-99999999/999999999)
*******************************CALL DKDOL*************************************
J1385 1386 1384(0+"0")
Q1385T 30 DK.~DKDOL.VQ
C1 ^1384
C2 5
J1386 1384 B1385("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
*******************************************************************************
* SECTION X: *
*******************************************************************************
Q1386B 1351 X1. EVER RECEIVED INHERITANCE?
/ QxQ
/
/
/~IF M7(2/3)+25(1)
/ Have you ^35(4/6) ever received an inheritance, or been
/ given substantial assets in a trust or in some other form?
/~ELSE
/ Have you ever received an inheritance, or been given substantial
/ assets in a trust or in some other form?
/~END
/ Please include any gifts or inheritances you may have told me
/ about earlier.
/
/
/ ^B
J1387 1386 B1386(2)+(141(1).155(1).169(1).174(1).179(1).209(1).411
*/(1).452(1).468(1).491(3))=AN INHERITANCE WAS REPORTED EARLIER IN THE INTERVIEW
/!
J1387 1386 B1386(0+"0")=PLEASE ENTER RESPONSE
J1387 1399 1386(N1)
Q1387UB 2 X2. NUMBER OF INHERITANCES
/ QxQ
/
/~IF M7(2/3)+25(1)
/ How many of these have you ^35(4/6) ever received?
/~ELSE
/ How many of these have you ever received?
/~END
/
/ ^B NUMBER OF INHERITANCES
V (1/99)
Q1388S INHERITANCE STEP-THROUGH
C1 largest
C2 next largest
C3 next largest
Q1389B X3. INHERITANCE, TRUST, WHAT?
/ QxQ
/
/~IF 1387(1)+1388(1)
/ Was that an inheritance, a trust, or what?
/~ELSE
/ Thinking about the ^1388 of these, was that an inheritance,
/ a trust, or what?
/~END
/
/ ^B
C0
C1 TRUST
C2 INHERITANCE
C3 INHERITED TRUST
C4 TRANSFER/GIFT
C5 OTHER
J1390 1389 1389(0+"0")=PLEASE ENTER RESPONSE
J1390 1391 1389(N3)
Q1390U X3V. COMMENT FOR OTHER
/
/
/
/ PLEASE SPECIFY.
V M!a_!
Q1391UB 9 X4. APPROXIMATE VALUE
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/
/ What was its approximate value at the time it was received?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",0/999999999)
*******************************CALL DKDOL*************************************
J1392 1393 1391(0+"0")
Q1392T 30 DK.~DKDOL.VQ
C1 ^1391
C2 5
J1393 1391 B1392("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q1393UB 4 X5. YEAR RECEIVED
/ QxQ
/
/
/ In what year was it received?
/
/ ^B
/ YEAR
V (1896/1995){NNNN}
Q1394B X6. FROM WHOM RECEIVED?
/ QxQ
/
/
/ From whom was it received?
/^C1
/
/ ^B
C0
C1 Grandparent
C2 Parent
C3 Child
C4 Aunt/Uncle
C5 Sibling
C6 Friend
C7 Other
J1395 1394 B1394(0+"0")=PLEASE ENTER RESPONSE
J1395 1396 1394(N7)
Q1395U X6V. COMMENT FOR OTHER
/
/
/
/ PLEASE SPECIFY.
V M!a_!
J1396 1397 1388(3)+1387(G3)=:1:
Q1396B X7. ANOTHER INHERITANCE?
/ QxQ
/
/~IF 1388(LQ1387)
/ INTERVIEWER: CAN R PROVIDE DETAILED INFORMATION ON ANOTHER INHERITANCE,
/ TRUST, OR TRANSFER?
/~ELSE
/ Is there another inheritance, trust, or transfer?
/~END
/
/
/ ^B
C0
C1 YES
C2 NO
J1388 1399 1396(2.K2.K3)+1387(LE1)
J1388 1397 1396(2.K2.K3)+1387(G1)
J1388 1396 B1396(0+"0")=PLEASE ENTER RESPONSE
R1388 1396
J1397 1399 1396(K2.K3)
J1397 1397 1399 1396(1).1388(LQ1387)
Q1397UB 9 X8. AMOUNT FROM ALL OTHERS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/
/ How much altogether were any others you have received?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",0/999999999)
*******************************CALL DKDOL*************************************
J1398 1399 1397(0+"0")
Q1398T 30 DK.~DKDOL.VQ
C1 ^1397
C2 5
J1399 1397 B1398("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q1399B X9. EXPECT TO RECEIVE INHERITANCE?
/
/
/~IF M7(2/3)+25(1)
/ Do you ^35(4/6) expect to receive a substantial
/ inheritance or transfer of assets in the future?
/~ELSE
/ Do you expect to receive a substantial inheritance or transfer
/ of assets in the future?
/~END
/^C1
/
/ ^B
C0
C1 Yes
C2 No
J1400 1404 1399(2.K2.K3)
J1400 1399 B1399(0+"0")=PLEASE ENTER RESPONSE
Q1400B X9_1. LARGE, MODERATE, OR WHAT?
/
/
/
/ Is that likely to involve a large amount of money, a moderate amount,
/ or what?
/^C1
/
/ ^B
C0
C1 Large
C2 Moderate
C3 Other
J1401 1400 B1400(0+"0")=PLEASE ENTER RESPONSE
J1401 1402 1400(N3)
Q1401U X9_1V. COMMENT FOR OTHER
/
/
/
/ PLEASE SPECIFY.
V M!a_!
Q1402UB 9 X9_2. AMOUNT EXPECTED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/
/ About how much do you expect?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/
/ ^B
V !.A$___,___,___.!("range",0/999999999)
*******************************CALL DKDOL*************************************
J1403 1404 1402(0+"0")
Q1403T 30 DK.~DKDOL.VQ
C1 ^1402
J1404 1402 B1403("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q1404B X10. CHARITABLE CONTRIBUTIONS?
/ QxQ
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ During 1994, did you make charitable contributions of money or
/ property totaling $500 or more?
/~ELSE
/ During 1994, did you or anyone in your family living here make
/ charitable contributions of money or property totaling $500 or more?
/~END
/ (Please do not include political contributions.)
/
/
/ ^B
C0
C1 Yes
C2 No
J1405 1407 1404(2.K2.K3)
J1405 1404 B1404(0+"0")=PLEASE ENTER RESPONSE
Q1405UB 8 X10_1. AMOUNT CONTRIBUTED
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ Roughly, how much did you contribute?
/~ELSE
/ Roughly, how much did your family contribute?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/
/ ANNUAL AMOUNT: ^B IN '94
V !.A$__,___,___.!("range",1,500/99999999)
*******************************CALL DKDOL*************************************
J1406 1407 1405(0+"0")
Q1406T 30 DK.~DKDOL.VQ
C1 ^1405
C2 7
J1407 1405 B1406("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q1407B X10_2. VOLUNTEER ONE HOUR OR MORE?
/
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ During 1994, did you volunteer an average of one hour or more
/ a week to any charitable organizations?
/~ELSE
/ During 1994, did you or anyone in your family living here volunteer
/ an average of one hour or more a week to any charitable organizations?
/~END
/ (Please do not include time volunteered for political causes.)
/
/
/ ^B
C0
C1 Yes
C2 No
J1408 1407 B1407(0+"0")=PLEASE ENTER RESPONSE
Q1408B X11. IMPORTANT TO LEAVE INHERITANCE?
/ QxQ
/
/
/ Some people think it is important to leave an estate or inheritance to
/ their surviving heirs, while others don't. Which is closer to your
/~IF M7(2/3)+25(1)
/ ^35(1/3)'s feelings? Would you say it is very important,
/ important, somewhat important, or not important?
/~ELSE
/ feelings? Would you say it is very important, important, somewhat
/ important, or not important?
/~END
/
/
/ ^B
C0
C1 Very Important
C2 Important
C3 Somewhat Important
C4 Not Important
C5 R and SP/PARTNER DIFFER
G 0/4
G 5=M7(2/3)+25(1)
J1409 1408 B1408(0+"0")=PLEASE ENTER RESPONSE
Q1409B X12. EXPECT TO LEAVE ESTATE?
/
/
/~IF M7(2/3)+25(1)
/ Do you ^35(1/3) expect to leave a sizable estate to others?
/~ELSE
/ Do you expect to leave a sizable estate to others?
/~END
/
/
/ ^B
C0
C1 Yes
C2 No
C3 POSSIBLY
*******************************************************************************
* SECTION Y: *
*******************************************************************************
J1410 1409 B1409(0+"0")=PLEASE ENTER RESPONSE
Q1410B Y1. R GRADE COMPLETED
/ QxQ
/
/ I'd like to ask you some questions about your background. What is the
/ highest grade of school or year of college you completed?
/^C2
/ ^B
C0 0 GRADE
C1 1ST GRADE
C2 2ND GRADE
C3 3RD GRADE
C4 4TH GRADE
C5 5TH GRADE
C6 6TH GRADE
C7 7TH GRADE
C8 8TH GRADE
C9 9TH GRADE
C10 10TH GRADE
C11 11TH GRADE
C12 12TH GRADE
C13 1 YEAR OF COLLEGE
C14 2 YEARS OF COLLEGE
C15 3 YEARS OF COLLEGE
C16 4 YEARS OF COLLEGE
C17 GRADUATE SCHOOL
C18
G 18,9,1,10,2,11,3,12,4,13,5,14,6,15,7,16,8,17
J1411 1410 B1410(18)=PLEASE ENTER RESPONSE
J1411 1413 1410(13/17)
Q1411B Y1_1. R DIPLOMA
/ QxQ
/
/
/ Did you get a high school diploma or pass a high school equivalency
/ test?
/^C1
/
/ ^B
C0
C1 Yes
C2 No
J1412 1411 B1411(0+"0")=PLEASE ENTER RESPONSE
Q1412B Y1_2. R ON-THE-JOB TRAINING
/ QxQ
/
/
/ Since completing your formal education, have you had on-the-job
/ training or other vocational training lasting 100 hours or more?
/^C1
/
/ ^B
C0
C1 Yes
C2 No
J1413 1416 1412(A)
J1413 1412 B1412(0+"0")=PLEASE ENTER RESPONSE
Q1413B Y1_3. R COLLEGE DEGREE
/ QxQ
/
/
/ Did you get a college degree?
/^C1
/
/ ^B
C0
C1 Yes
C2 No
J1414 1416 1413(2.K2.K3)
J1414 1413 B1413(0+"0")=PLEASE ENTER RESPONSE
Q1414B Y1_4. R HIGHEST DEGREE
/ QxQ
/
/
/ What is the highest degree you have earned?
/
/INTERVIEWER: WE WANT THE DEGREE, NOT A LICENSE
/^C1
/
/ ^B
C0
C1 Associate's
C2 Bachelor's
C3 MA/MS
C4 MBA
C5 Ph.D
C6 MD
C7 Other
C8 Law
G 0,1/6,8,7
J1415 1414 B1414(0+"0")=PLEASE ENTER RESPONSE
J1415 1416 1414(N7)
Q1415U Y1_4V. COMMENT FOR OTHER
/
/
/
/ PLEASE SPECIFY.
V M!a_!
Q1416B Y2. R MILITARY SERVICE
/ QxQ
/
/
/ Have you ever been in the military service?
/^C1
/
/ ^B
C0
C1 Yes
C2 No
J1417 1416 B1416(0+"0")=PLEASE ENTER RESPONSE
Q1417B Y4. RACE
/ QxQ
/
/
/ Are you Native American, Asian, Hispanic, black, white, or another
/ race?
/
/ (SHOW CARD 16)
/^C1
/
/ ^B
C0
C1 Native American/Eskimo/Aleut
C2 Asian or Pacific Islander
C3 Hispanic
C4 Black or African-American
C5 White
C6 Other
J1418 1417 B1417(0+"0")=PLEASE ENTER RESPONSE
J1418 1419 1417(N6)
Q1418U Y4V. COMMENT FOR OTHER
/
/
/
/ PLEASE SPECIFY.
V M!a_!
Q1419UB 2 Y5. NUMBER OF CHILDREN ELSEWHERE
/ QxQ
/
/
/ Now I'd like to ask some questions about your family living elsewhere.
/ Altogether, including children from previous marriages and adopted
/~IF M7(2/3)+25(1)
/ children, how many sons and daughters do you ^35(4/6)
/ have who do not live with you?
/~ELSE
/ children, how many sons and daughters do you have who do not
/ live with you?
/~END
/
/
/ ^B CHILDREN
V (0/10,U11/25){Nn}
J1420 1424 1419(0)
Q1420B Y5_1.25 OR OLDER
/
/
/~IF 1419(G1)
/ How many of them are 25 or older?
/~ELSE
/ Is that child 25 or older?
/~END
/
/ ^B
C0
C1 ENTER NUMBER
C2 ALL OF THEM
C3 YES
C4 NO
C5 NONE
G 0
G 1/2,5=1419(G1)
G 3/4=1419(1)
J1421 1424 1420(2.3)
J1421 1422 1420(4.5.K2.K3)
J1421 1420 B1420(0+"0")=PLEASE ENTER RESPONSE
Q1421UB 2 Y5_1NUM. 25 OR OLDER
/
/
/ NUMBER OF CHILDREN 25 OR OLDER: ^B
V (0/10,U11/25){Nn}
J1422 1421 B1421(GQ1419)=^1421 IS GREATER THAN TOTAL NUMBER OF CHI
/LDREN (^1419)
Q1422B Y5_2.LESS THAN 18
/
/
/~IF 1419(G1)
/ How many of them are less than 18 years old?
/~ELSE
/ Is that child less than 18 years old?
/~END
/
/ ^B
C0
C1 ENTER NUMBER
C2 ALL OF THEM
C3 YES
C4 NO
C5 NONE
G 0
G 1,5=1419(G1)
G 2=1419(G1)+1420(N1)
G 3/4=1419(1)
J1423 1422 B1422(0+"0")=PLEASE ENTER RESPONSE
J1423 1424 1422(2/5.K2.K3)
Q1423UB 2 Y5_2NUM. LESS THAN 18
/
/
/
/ NUMBER OF CHILDREN LESS THAN 18: ^B
V (0/10,U11/25){Nn}
J1424 1423 B0(LQ1423)+1423(G0)=1419-1421=^1423 IS GREATER THAN TOT
/AL # OF CHILDREN (^1419) - CHILDREN OVER 25 (^1421)
Q1424UB 2 Y6. NUMBER OF SIBLINGS
/ QxQ
/
/
/ How many living brothers and sisters do you have?
/
/ ^B
V (0/10,U11/25){Nn}
J1425 1428 1424(0)
Q1425B Y6_1.OLDER SIBLINGS
/ QxQ
/
/~IF 1424(G1)
/ How many are older than you?
/~ELSE
/ Is he or she older than you?
/~END
/
/ ^B
C0
C1 ENTER NUMBER
C2 ALL OF THEM
C3 YES
C4 NO
C5 NONE
G 0
G 1/2,5=1424(G1)
G 3/4=1424(1)
J1426 1425 B1425(0+"0")=PLEASE ENTER RESPONSE
J1426 1428 1425(N1)
Q1426UB 2 Y6_1NUM. OLDER SIBLINGS
/
/
/ NUMBER OF OLDER BROTHERS AND SISTERS: ^B
V (0/10,U11/95){Nn}
J1428 1426 B1426(GQ1424)+1424(G0)=^1426 IS GREATER THAN THE TOTAL
/NUMBER OF BROTHERS AND SISTERS (^1424)
J1428 1428 1433 28(1.2.4.6.8.10.12.20)
Q1428B Y7. YEARS/AGE/YEAR
/
/
/~IF M7(2)
/ How many years have you been married to your current spouse?
/~ELSE
/ How many years have you been living with your partner?
/~END
/
/ ^B
C0
C1 ENTER NUMBER OF YEARS
C2 ENTER "SINCE AGE"
C3 ENTER "SINCE YEAR"
J1429 1428 B1428(0+"0")=PLEASE ENTER RESPONSE
J1429 1430 1428(N1)
Q1429UB 2 Y7YRS.YEARS WITH SPOUSE
/
/ ^B YEARS
V (0/50,U51/99){Nn}
J1430 1429 B1429(G0)+M6(1)+14(G0+LQ1429)=THAT IS MORE YEARS THAN R
/'S CURRENT AGE!
J1430 1431 1428(N2)
Q1430UB 2 Y7AGE.AGE MARRIED TO SPOUSE
/
/
/ SINCE AGE: ^B
V (13/99){NN}
J1431 1430 B1430(G0)+M6(1)+14(G0+LQ1430)=THAT IS OLDER THAN R'S CU
/RRENT AGE!
J1431 1432 1428(N3)
Q1431UB 4 Y7YR.YEAR MARRIED TO SPOUSE
/
/
/ SINCE YEAR: ^B
V (1896/1995){NNNN}
J1432 1433 M6(1)+20(1)+22(2)=:1:
J1432 1446 M6(1)+20(1)
J1432 1433 M6(1)+20(N2)
J1432 1432 1433 28(12)
Q1432B Y7_1. EVER BEEN MARRIED?
/
/
/
/ What is your current legal marital status? Are you married,
/ separated, divorced, widowed, or have you never been married?
/
/
/ ^B
C0
C1 MARRIED
C3 SEPARATED
C4 DIVORCED
C5 WIDOWED
C6 NEVER MARRIED
J1433 1432 B1432(0+"0")=PLEASE ENTER RESPONSE
J1433 1433 1437 28(3/8).1432(3/5)
Q1433B Y8. YEAR/AGE/YEARS
/ QxQ
/
/
/~IF 28(3/4).1432(3)
/ In what year were you separated from your spouse?
/~ELSE 28(7/8).1432(4)
/ In what year were you divorced?
/~ELSE 28(5/6).1432(5)
/ In what year were you widowed?
/~ELSE
/ In what year were you separated, divorced, or widowed?
/~END
/
/
/ ^B
C0
C1 ENTER YEAR
C2 ENTER "AT AGE"
C3 ENTER "# OF YEARS AGO"
J1434 1433 B1433(0+"0")=PLEASE ENTER RESPONSE
J1434 1435 1433(N1)
Q1434UB 4 Y8YR.YEAR DIVORCED/SEPARATED/WIDOWED
/
/
/ YEAR: ^B
V (1896/1995){NNNN}
J1435 1436 1433(N2)
Q1435UB 2 Y8AGE.YEAR DIVORCED/SEPARATED/WIDOWED
/
/
/ AT AGE: ^B
V (13/99){NN}
J1436 1435 B1435(G0)+M6(1)+14(G0+LQ1435)=THAT IS OLDER THAN R'S CU
/RRENT AGE!
J1436 1437 1433(N3)
Q1436UB 2 Y8YRS.YEARS AGO DIVORCED/SEPARATED/WIDOWED
/
/
/ ^B YEARS AGO
V (1/75){Nn}
J1437 1436 B1436(G0)+M6(1)+14(G0+LQ1436)=THAT IS MORE YEARS THAN R
/'S CURRENT AGE!
J1437 1437 1441 28(3/8).1432(1/5)
Q1437B 1433 Y8_1. YEAR/AGE/YEARS
/
/
/
/~IF 1432(1)
/ In what year did your current marriage begin?
/~ELSE
/ In what year did that marriage begin?
/~END
/
/ ^B
J1438 1437 B1437(0+"0")=PLEASE ENTER RESPONSE
J1438 1439 1437(N1)
Q1438UB 4 Y8_1YR.YEAR MARRIAGE BEGAN
/
/
/ YEAR: ^B
V (1896/1995){NNNN}
J1439 1440 1437(N2)
Q1439UB 2 Y8_1AGE.AGE MARRIAGE BEGAN
/
/
/ AT AGE: ^B
V (13/99){NN}
J1440 1439 B1439(G0)+M6(1)+14(G0+LQ1439)=THAT IS OLDER THAN R'S CU
/RRENT AGE!
J1440 1441 1437(N3)
Q1440UB 2 Y8_1YRS.YEARS AGO MARRIAGE BEGAN
/
/
/ ^B YEARS AGO
V (1/75){Nn}
J1441 1440 B1440(G0)+M6(1)+14(G0+LQ1440)=THAT IS MORE YEARS THAN R
/'S CURRENT AGE!
J1441 1438 B1438(GQ1434)+1438(G0)+1434(G0)=MARRIAGE CAN'T BEGIN AF
/TER IT ENDED (^1434)
J1441 1439 B1439(GQ1435)+1439(G0)+1435(G0)=MARRIAGE CAN'T BEGIN AF
/TER IT ENDED (^1435)
J1441 1440 B1436(GQ1440)+1440(G0)+1436(G0)=MARRIAGE CAN'T BEGIN AF
/TER IT ENDED (^1436 YRS AGO)
J1441 1441 1442 28(2.3.4.22).1432(3)
Q1441B Y8_2. RECEIVE/PAY SUPPORT?
/ QxQ
/
/~IF M7(2)
/ Do you receive support from your ^35(7/8), do you pay support, or
/ is there no support involved?
/~ELSE 1432(1/3)+M6(1)+8(1)
/ Do you receive support from your wife, do you pay support, or
/ is there no support involved?
/~ELSE
/ Do you receive support from your husband, do you pay support, or
/ is there no support involved?
/~END
/
/
/ ^B
C0
C1 Receive Support
C2 No Support Involved
C3 Pay Support
J1442 1441 B1441(0+"0")=PLEASE ENTER RESPONSE
J1442 1446 1441(N1+N3)
Q1442UB 6 Y8_3. AMOUNT OF SUPPORT PAY/RECEIVE
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/~IF 1441(1)
/ How much do you receive?
/~ELSE
/ How much do you pay?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___.!("range",1/999999)
*******************************CALL DKDOL*************************************
Q1443T 30 DK.~DKDOL.VQ
C1 ^1442
C2 7
J1444 1442 B1443("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1444 1446 1443(0)
Q1444B Y8_3F. FREQUENCY OF PAYMENTS
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED.
/
/ Is that weekly, monthly, quarterly, yearly, or what?
/
/ ^B
C0 /6 102 0
C8 Lump sum/one payment only
C11 /20 102 11
G 0,2/4,12,5,11,6,8,20
J1445 1444 B1444(0+"0")=PLEASE ENTER RESPONSE
J1445 1446 1444(N20)
Q1445U Y8_3V. COMMENT FOR OTHER
/
/
/
/ PLEASE SPECIFY.
V M!a_!
J1446 1446 1448 28(2.3.4.22).1432(1.3)
Q1446B Y8_4. ASSETS OWNED BY YOU, SPOUSE, JOINTLY?
/
/
/~IF M7(2)
/~IF M6(1)+23(1)
/ Are the assets and debts that you've told me about in this interview
/ owned mainly by you and your partner, are they owned jointly with
/ your ^35(7/8), or what?
/~ELSE
/ Are the assets and debts that you've told me about in this interview
/ owned mainly by you, are they owned jointly with your ^35(7/8),
/ or what?
/~END
/~ELSE 28(3/4).1432(1/3)+M6(1)+8(1)
/~IF M7(3)
/ Are the assets and debts that you've told me about in this interview
/ owned mainly by you and your partner, are they owned jointly with your
/ wife, or what?
/~ELSE
/ Are the assets and debts that you've told me about in this interview
/ owned mainly by you, are they owned jointly with your wife, or what?
/~END
/~ELSE 28(3/4).1432(1/3)+M6(1)+8(2)
/~IF M7(3)
/ Are the assets and debts that you've told me about in this interview
/ owned mainly by you and your partner, are they owned jointly with your
/ husband, or what?
/~ELSE
/ Are the assets and debts that you've told me about in this interview
/ owned mainly by you, are they owned jointly with your husband, or what?
/~END
/~END
/
/
/ ^B
C0
C1 Owned by R
C2 Owned Jointly
C3 Other
J1447 1446 B1446(0+"0")=PLEASE ENTER RESPONSE
J1447 1448 1446(N3)
Q1447U Y8_4V. COMMENT FOR OTHER
/
/
/
/ PLEASE SPECIFY.
V M!a_!
J1448 1448 1453 28(1.3/8.22).1432(1/5)
Q1448B Y9. FIRST MARRIAGE?
/ QxQ
/
/~IF 28(3/8).1432(3/5)
/ Was this your first marriage, or had you been married before?
/~ELSE 28(2.22).1432(1)
/ Is your marriage to your absent spouse your first marriage, or
/ have you been married before?
/~ELSE
/ Is this your first marriage, or have you been married before?
/~END
/
/
/ ^B
C0
C1 First Marriage
C2 Married Before
J1449 1448 B1448(0+"0")=PLEASE ENTER RESPONSE
J1449 1453 1448(N2)
Q1449B 1433 Y10. YEAR/AGE/YEARS
/
/
/
/ How old were you when you were married the first time?
/
/ ^B
J1450 1449 B1449(0+"0")=PLEASE ENTER RESPONSE
J1450 1451 1449(N1)
Q1450UB 4 Y10YR.YEAR MARRIED-FIRST TIME
/
/
/ YEAR: ^B
V (1896/1995){NNNN}
J1451 1452 1449(N2)
Q1451UB 2 Y10AGE.AGE MARRIED-FIRST TIME
/
/
/ AT AGE: ^B
V (13/99){NN}
J1452 1451 B1451(G0)+M6(1)+14(G0+LQ1451)=THAT IS OLDER THAN R'S CU
/RRENT AGE!
J1452 1453 1449(N3)
Q1452UB 2 Y10YRS.YEARS AGO MARRIED-FIRST TIME
/
/
/ ^B YEARS AGO
V (1/99){Nn}
J1453 1452 B1452(G0)+M6(1)+14(G0+LQ1452)=THAT IS MORE YEARS THAN R
/'S CURRENT AGE!
Q1453B 1351 Y11. MOTHER LIVING?
/ QxQ
/
/
/ Now I'd like to ask about your parents.
/
/ Is your mother still living?
/^C1
/
/ ^B
J1454 1455 1453(2.K2.K3)
J1454 1453 B1453(0+"0")=PLEASE ENTER RESPONSE
Q1454UB 2 Y11_1. MOTHER AGE
/ QxQ
/
/
/ What is her age?
/
/ ^B Age
V (30/99){NN}
J1455 1454 B1454(G0)+M6(1)+14(GQ1454)=MOTHER CANNOT BE YOUNGER THA
/N HER CHILD!
Q1455B 1351 Y11_2. FATHER LIVING?
/
/
/
/ Is your father still living?
/^C1
/
/ ^B
J1456 1457 1455(2.K2.K3)
J1456 1455 B1455(0+"0")=PLEASE ENTER RESPONSE
Q1456UB 2 Y11_3. FATHER AGE
/
/
/
/ What is his age?
/
/ ^B Age
V (30/99){NN}
J1457 1456 B1456(G0)+M6(1)+14(GQ1456)=FATHER CANNOT BE YOUNGER THA
/N HIS CHILD!
Q1457B 1351 Y12. SMOKE
/
/
/
/ Now I'd like to ask you some questions about your health;
/ do you currently smoke?
/^C1
/
/ ^B
J1458 1457 B1457(0+"0")=PLEASE ENTER RESPONSE
Q1458B Y12_3. HEALTH
/ QxQ
/
/
/ Would you say your health is excellent, good, fair, or poor?
/^C1
/
/ ^B
C0
C1 Excellent
C2 Good
C3 Fair
C4 Poor
J1459 1458 B1458(0+"0")=PLEASE ENTER RESPONSE
Q1459UB 3 Y12_1. HOW OLD LIVE TO BE?
/
/
/ About how old do you think you will live to be?
/
/ ^B
V (20/110){NNn}
J1461 1459 B1459(G0)+M6(1)+14(GQ1459)=AGE CANNOT BE LESS THAN R'S
/CURRENT AGE!
J1461 1462 6(1)=:2:
J1461 1462 6(2)+M7(2)+25(2.K2.K3)=:2:
J1461 1462 M7(2/3)+25(1)=:1:
J1461 1462 M7(2/3)+25(2)=:3:
J1461 1462 6(G1).M6(2)+7(N2/3)=:3:
Q1461B INTERVIEWER CHECKPOINT
/
/
/
/INTERVIEWER: SEE HOUSEHOLD LISTING
/^C1
/
/ ^B
C1 R IS MARRIED OR LIVING WITH PARTNER
C2 R LIVES ALONE
C3 ALL OTHERS
J1462 1498 1461(3)
J1462 1500 1461(2)
Q1462B 1410 Y13. SPOUSE GRADE COMPLETED
/ QxQ
/
/ I'd like to ask you some questions about your ^35(7/9)'s
/ background. What is the highest grade of school or year of college
/ ^35(10/11) completed?
/^C2
/ ^B
J1463 1462 B1462(18)=PLEASE ENTER RESPONSE
J1463 1465 1462(13/17)
Q1463B 1351 Y13_1. SPOUSE DIPLOMA
/ QxQ
/
/
/ Did ^35(10/11) get a high school diploma or pass a high school
/ equivalency test?
/^C1
/
/ ^B
J1464 1463 B1463(0+"0")=PLEASE ENTER RESPONSE
Q1464B 1351 Y13_2. SPOUSE ON-THE-JOB TRAINING
/ QxQ
/
/
/ Since completing ^35(12/13) formal education, has ^35(10/11) had on-the-
/ job training or other vocational training lasting 100 hours or more?
/
/
/ ^B
J1465 1468 1464(A)
J1465 1464 B1464(0+"0")=PLEASE ENTER RESPONSE
Q1465B 1351 Y13_3. SPOUSE COLLEGE DEGREE
/ QxQ
/
/
/ Did ^35(10/11) get a college degree?
/^C1
/
/ ^B
J1466 1468 1465(2)
J1466 1465 B1465(0+"0")=PLEASE ENTER RESPONSE
Q1466B 1414 Y13_4. SPOUSE HIGHEST DEGREE
/ QxQ
/
/
/ What is the highest degree ^35(10/11) earned?
/
/INTERVIEWER: WE WANT THE DEGREE, NOT A LICENSE
/^C1
/
/ ^B
J1467 1466 B1466(0+"0")=PLEASE ENTER RESPONSE
J1467 1468 1466(N7)
Q1467U Y13_4V. COMMENT FOR OTHER
/
/
/
/ PLEASE SPECIFY.
V M!a_!
Q1468B 1351 Y14. SPOUSE MILITARY SERVICE
/ QxQ
/
/
/ Has ^35(10/11) ever been in the military service?
/^C1
/
/ ^B
J1469 1468 B1468(0+"0")=PLEASE ENTER RESPONSE
Q1469UB 2 Y15M. MONTH OF SPOUSE'S BIRTH
/
/
/
/ What is ^35(12/13) date of birth?
/
/ JAN = 1 APR = 4 JUL = 7 OCT = 10
/ FEB = 2 MAY = 5 AUG = 8 NOV = 11
/ MAR = 3 JUN = 6 SEP = 9 DEC = 12
/
/ ^B ^B ^B
/ MONTH DAY YEAR
V (1/12){Nn}
Q1460UB 2 Y15D. DAY OF SPOUSE'S BIRTH
V (1/31){Nn}
Q1470UB 4 Y15Y. YEAR OF SPOUSE'S BIRTH
V (1880/1980){NNNN}
Q1471UB 2 Y16. NUMBER OF SPOUSE'S SIBLINGS
/ QxQ
/
/
/ How many living brothers and sisters does ^35(10/11) have?
/
/
/ ^B NUMBER OF LIVING BROTHERS AND SISTERS
V (0/25){Nn}
J1472 1474 1471(0)
Q1472B Y16_1.HOW MANY SPOUSE'S SIBLINGS OLDER
/ QxQ
/
/
/ How many are older than ^35(10/11) is?
/
/
/ ^B
C0
C1 ENTER NUMBER
C2 ALL ARE OLDER
C3 NONE
J1473 1472 B1472(0+"0")=PLEASE ENTER RESPONSE
J1473 1474 1472(2/3.K2.K3)
Q1473UB 2 Y16_1NUM. NUMBER SPOUSE'S SIBLINGS OLDER
/
/
/ NUMBER OF OLDER LIVING BROTHERS AND SISTERS: ^B
V (0/25){Nn}
J1474 1473 B1473(GQ1471)+1471(G0)=^1473 IS GREATER THAN TOTAL NUMB
/ER OF BROTHERS AND SISTERS (^1471)
J1474 1475
Q1474X PARTNER SEPARATED/DIVORCED/WIDOWED?
C1 separated
C2 widowed
C3 divorced
G 1=29(52)
G 2=29(53)
G 3=29(N52+N53)
J1475 1475 30 29(52/54)
Q1475B 1433 Y17_1. YEAR/AGE/YEARS
/
/
/ In what year was your ^35(7/9) ^1474?
/
/
/ ^B
J1476 1475 B1475(0+"0")=PLEASE ENTER RESPONSE
J1476 1477 1475(N1)
Q1476UB 4 Y17_1YR.YEAR PARTNER SEPARATED/WIDOWED/DIVORCED
/
/
/ YEAR: ^B
V (1896/1995){NNNN}
J1477 1478 1475(N2)
Q1477UB 2 Y17_1AGE.AGE PARTNER SEPARATED/WIDOWED/DIVORCED
/
/
/ AT AGE: ^B
V (13/99){NN}
J1478 1477 B1477(G0)+M6(2)+16(G0+LQ1477)=THAT IS OLDER THAN SPOUSE
//PARTNER'S CURRENT AGE!
J1478 30 1475(N3)
Q1478UB 2 Y17_1YRS.YEARS AGO PARTNER SEPARATED/WIDOWED/DIVORCED
/
/
/ ^B YEARS AGO
V (1/75){Nn}
J30 1478 B1478(G0)+M6(2)+16(G0+LQ1478)=THAT IS MORE YEARS THAN S
/OUSE/PARTNER'S CURRENT AGE!
J30 30 1479 29(52/54.56)
Q30B 1433 Y17_1B. YEAR/AGE/YEARS
/
/~IF 29(56)
/ In what year did your partner's current marriage begin?
/~ELSE
/ In what year did that marriage begin?
/~END
/
/
/ ^B
J59 30 B30(0+"0")=PLEASE ENTER RESPONSE
J59 87 30(N1)
Q59UB 4 Y17_1BYR.YEAR PARTNER MARRIED
/
/
/ YEAR: ^B
V (1896/1995){NNNN}
J87 336 30(N2)
Q87UB 2 Y17_1BAG.AGE PARTNER MARRIED
/
/
/ AT AGE: ^B
V (13/99){NN}
J336 87 B87(G0)+M6(2)+16(G0+LQ87)=THAT IS OLDER THAN SPOUSE/PAR
/TNER'S CURRENT AGE!
J336 1479 30(N3)
Q336UB 2 Y17_1BYS.YEARS AGO PARTNER MARRIED
/
/
/ ^B YEARS AGO
V (1/75){Nn}
J1479 336 B336(G0)+M6(2)+16(G0+LQ336)=THAT IS MORE YEARS THAN SPO
/USE/PARTNER'S CURRENT AGE!
J1479 1479 1484 29(52.56)
Q1479B Y17_2. PARTNER RECEIVE/PAY SUPPORT?
/
/
/
/~IF M7(3)+8(1)
/ Does your partner receive support from his wife, does
/~ELSE
/ Does your partner receive support from her husband, does
/~END
/ ^35(10/11) pay support, or is there no support involved?
/^C1
/
/ ^B
C0
C1 Receive Support
C2 No Support Involved
C3 Pay Support
J1480 1484 1479(2.K2.K3)
J1480 1479 B1479(0+"0")=PLEASE ENTER RESPONSE
Q1480UB 6 Y17_3. AMOUNT OF SUPPORT PARTNER PAYS/RECEIVES
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/
/~IF 1479(3)
/ How much does ^35(10/11) pay?
/~ELSE
/ How much does ^35(10/11) receive?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___.!("range",1/999999)
*******************************CALL DKDOL*************************************
J1481 1484 1480(0+"0")
Q1481T 30 DK.~DKDOL.VQ
C1 ^1480
C2 7
J1482 1480 B1481("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1482 1484 1481(0)
Q1482B 102 Y17_3F. FREQUENCY OF PAYMENTS
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED.
/
/ Is that weekly, monthly, quarterly, yearly, or what?
/^C1
/
/ ^B
J1483 1482 B1482(0+"0")=PLEASE ENTER RESPONSE
J1483 1484 1482(N20)
Q1483U Y17_3V. COMMENT FOR OTHER
/
/
/
/ PLEASE SPECIFY.
V M!a_!
J1484 1484 1486 29(51/54.56)
Q1484B Y17_4. PARTNER'S FIRST MARRIAGE?
/
/
/
/~IF 29(51.56)
/ Is this your ^35(7/9)'s first marriage, or has ^35(10/11) been
/ married before?
/~ELSE
/ Was this your partner's first marriage, or has ^35(10/11) been
/ married before?
/~END
/^C1
/
/ ^B
C0
C1 First marriage
C2 Married before
J1486 1484 B1484(0+"0")=PLEASE ENTER RESPONSE
J1486 1490 1484(N2)
Q1486B 1433 Y18_1. YEAR/AGE/YEARS
/
/
/ How old was ^35(10/11) when ^35(10/11) was married the first time?
/
/
/ ^B
J1487 1486 B1486(0+"0")=PLEASE ENTER RESPONSE
J1487 1488 1486(N1)
Q1487UB 4 Y18_1YR. YEAR OF SPOUSE'S FIRST MARRIAGE
/
/
/ YEAR: ^B
V (1896/1995){NNNN}
J1488 1489 1486(N2)
Q1488UB 2 Y18_1AGE.AGE WHEN SPOUSE FIRST MARRIED
/
/
/ AT AGE: ^B
V (5/99){NN}
J1489 1488 B1488(G0)+M6(1)+14(G0+LQ1488)=THAT IS OLDER THAN R'S CU
/RRENT AGE!
J1489 1490 1486(N3)
Q1489UB 2 Y18_1YRS.YEARS AGO WHEN SPOUSE FIRST MARRIED
/
/
/ ^B YEARS AGO
V (1/75){Nn}
J1490 1489 B1489(G0)+M6(1)+14(G0+LQ1489)=THAT IS MORE YEARS THAN R
/'S CURRENT AGE!
Q1490B 1351 Y19. SPOUSE'S MOTHER LIVING?
/ QxQ
/
/
/ Is your ^35(7/9)'s mother still living?
/^C1
/
/ ^B
J1491 1492 1490(2.K2.K3)
J1491 1490 B1490(0+"0")=PLEASE ENTER RESPONSE
Q1491UB 2 Y19_1. SPOUSE'S MOTHER AGE
/
/
/
/ What is her age?
/
/ ^B Age
V (30/99){NN}
J1492 1491 B1491(G0)+M6(2)+16(GQ1491)=MOTHER CANNOT BE YOUNGER THA
/N HER CHILD!
Q1492B 1351 Y19_2. SPOUSE'S FATHER LIVING
/ QxQ
/
/
/ Is your ^35(7/9)'s father still living?
/^C1
/
/ ^B
J1493 1494 1492(2)
J1493 1492 B1492(0+"0")=PLEASE ENTER RESPONSE
Q1493UB 2 Y19_3. SPOUSE'S FATHER AGE
/
/
/
/ What is his age?
/
/ ^B Age
V (30/99){NN}
J1494 1493 B1493(G0)+M6(2)+16(GQ1493)=FATHER CANNOT BE YOUNGER THA
/N HIS CHILD!
Q1494B 1351 Y20. SPOUSE SMOKE
/ QxQ
/
/
/ Now I'd like to ask you some questions about your ^35(7/9)'s
/ health; does your ^35(7/9) currently smoke?
/^C1
/
/ ^B
J1495 1494 B1494(0+"0")=PLEASE ENTER RESPONSE
Q1495B Y20_3. SPOUSE HEALTH
/ QxQ
/
/
/ Would you say your ^35(7/9)'s health in general is excellent,
/ good, fair, or poor?
/^C1
/
/ ^B
C0
C1 Excellent
C2 Good
C3 Fair
C4 Poor
J1496 1495 B1495(0+"0")=PLEASE ENTER RESPONSE
Q1496UB 3 Y20_1. HOW OLD SPOUSE EXPECT TO LIVE?
/
/
/
/ If we asked your ^35(7/9), about how old do you think ^35(10/11)
/ would say that ^35(10/11) expects to live to be?
/
/ ^B
V (20/110){NNn}
J1498 1496 B1496(G0)+M6(2)+16(GQ1496)=AGE CANNOT BE LESS THAN SPOU
/SE/PARTNER'S CURRENT AGE!
J1498 1499 M6(G0)+25(2)=:1:
J1498 1499 3(G0)=:2:
Q1498B Y25. INTERVIEWER CHECKPOINT
/
/
/
/INTERVIEWER CHECKPOINT: SEE HOUSEHOLD LISTING
/^C1
/
/ ^B
C1 1 OR MORE ADULTS WITH INDEPENDENT FINANCES
C2 ALL OTHERS
J1499 1513 1498(N1)
Q1499B Y25_1. PREAMBLE
/
/
/ For the rest of the questions in the interview, please include
/ everyone in your household who has independent finances, not just
/ the ones listed at the bottom of the card.
/
/ HOUSEHOLD MEMBERS WITH INDEPENDENT FINANCES
/
/ RELATIONSHIP SEX AGE MARITAL
/
/ '^7M6(G0)+25(2)14( '^86( '^164( '^2014(
/
/ ^B
C0 PRESS [ENTER] TO CONTINUE
J1500 1513 1499(A)
Q1500B Y27. ELIGIBLE FOR MEDICARE - R ALONE
/ QxQ
/
/
/ Are you currently eligible to receive benefits from any government
/ health insurance programs, such as Medicare, Medicaid, or CHAMPUS, VA,
/ or other military programs?
/^C1
/
/ ^B
C0
C1 YES
C2 NO
J1501 1504 1500(2.K2.K3)
J1501 1500 B1500(0+"0")=PLEASE ENTER RESPONSE
Q1501MC Y27_1. WHICH PROGRAM
/
/
/
/ Which program is that?
/
/ INTERVIEWER:
/ MAINLY ONLY PERSONS 65 0R OLDER SHOULD BE ELIGIBLE FOR MEDICARE.
/ ONLY LOW-INCOME PERSONS SHOULD BE ELIGIBLE FOR MEDICAID.
/ CHAMPUS IS FOR ACTIVE MILITARY.
C1 Medicare
C2 Medicaid
C3 VA
C4 Champus
C5 Other
C10
G 1/5
J1502 1502 1503 1501(5)
Q1502U Y27_1V. COMMENT FOR OTHER
/
/
/
/ PLEASE SPECIFY.
V M!a_!
Q1503B 1351 Y27_2. ANY OTHER TYPE OF HEALTH
/
/
/
/ Are you covered by any other type of health coverage such as employer
/ or union plans, or Blue Cross-Blue Shield, a Health Maintenance
/ Organization (HMO), a Medigap plan, or some other health insurance?
/^C1
/
/ ^B
J1504 1505 1503(1)
J1504 923 1503(2.K2.K3)
J1504 1503 B1503(0+"0")=PLEASE ENTER RESPONSE
Q1504B 1351 Y28. ANY OTHER TYPE OF HEALTH
/ QxQ
/
/
/ Are you covered by any type of health coverage such as employer
/ or union plans, or Blue Cross-Blue Shield, a Health Maintenance
/ Organization (HMO), a Medigap plan, or some other health insurance?
/^C1
/
/ ^B
J1505 1533 1504(2.K2.K3)
J1505 1504 B1504(0+"0")=PLEASE ENTER RESPONSE
Q1505MC Y28_1. COVERAGE OBTAINED THROUGH...
/ QxQ
/
/
/ Is this coverage obtained through your employer or former employer, a
/ union, through direct payments to an insurance company, AARP, or what?
/
/ (CODE ALL THAT APPLY)
/
/
C1 Employer
C2 Former Employer
C3 Union
C4 Direct Payment
C5 AARP
C6 Other
C10
G 1/6
J1506 1506 1507 1505(6)
Q1506U Y28_1. COMMENT FOR OTHER
/
/
/
/ PLEASE SPECIFY.
V M!a_!
Q1507MC Y28_2. HOW COVERAGE PAID
/
/
/
/ How is this coverage paid for - by you, by an employer, by you and an
/ employer, by a relative, or what?
/
/ (CODE ALL THAT APPLY)
/
C1 R
C2 Employer
C3 Relative
C4 FORMER EMPLOYER
C5 OTHER
C10
G 1/5
J1508 1508 1509 1507(5)
Q1508U Y28_2. COMMENT FOR OTHER
/
/
/
/ PLEASE SPECIFY.
V M!a_!
J1509 1509 923 1507(1)
Q1509UB 5 Y28_3. AMOUNT PAY FOR INSURANCE
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/
/
/
/ How much do you pay for this insurance?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___.!("range",1/99999)
*******************************CALL DKDOL*************************************
Q1510T 30 DK.~DKDOL.VQ
C1 ^1509
C2 8
J1511 1509 B1510("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1511 1513 1510(0)
Q1511B 102 Y28_3. FREQUENCY OF PAYMENTS
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED.
/
/ And is that weekly, monthly, quarterly, yearly, or what?
/^C1
/
/ ^B
J1512 1511 B1511(0+"0")=PLEASE ENTER RESPONSE
J1512 1513 1511(N20)
Q1512U Y28_3. COMMENT FOR OTHER
/
/
/
/ PLEASE SPECIFY.
V M!a_!
J1513 923 1509(A).1461(2)
Q1513B 1351 Y29. ELIGIBLE FOR BENEFITS - R NOT ALONE
/ QxQ
/
/~IF M6(G1)+25(2)
/ Are you or anyone in your family living here, including household
/ members with independent finances, currently eligible to receive
/ benefits from any government health insurance program, such as
/ Medicare, Medicaid, or CHAMPUS, VA, or other military programs?
/~ELSE
/ Are you or anyone in your family living here currently eligible to
/ receive benefits from any government health insurance program, such as
/ Medicare, Medicaid, or CHAMPUS, VA, or other military programs?
/~END
/^C1
/
/ ^B
J1514 1520 1513(2.K2.K3)
J1514 1513 B1513(0+"0")=PLEASE ENTER RESPONSE
Q1514MC Y29_1. WHICH PROGRAM?
/ QxQ
/ Which program is that? (Anything else?) (CODE ALL THAT APPLY.)
/
/
/ INTERVIEWER:
/ MAINLY ONLY PERSONS 65 0R OLDER SHOULD BE ELIGIBLE FOR MEDICARE.
/ ONLY LOW-INCOME PERSONS SHOULD BE ELIGIBLE FOR MEDICAID.
/ CHAMPUS IS FOR ACTIVE MILITARY.
/
C1 Medicare
C2 Medicaid
C3 VA
C4 Champus
C5 Other
C10
G 1/5
J1515 1515 1516 1514(5)
Q1515U Y29_1. COMMENT FOR OTHER
/
/
/
/ PLEASE SPECIFY.
V M!a_!
Q1516B 1351 Y29_2. IS EVERYONE COVERED?
/ QxQ
/
/~IF 0(1)=1514U(1/5)=
/ Is everyone living here covered by this program?
/~ELSE
/ Is everyone living here covered by one of these programs?
/~END
/
/
/ ^B
J1517 1518 1516(2.K2.K3)
J1517 1516 B1516(0+"0")=PLEASE ENTER RESPONSE
Q1517B 1351 Y29_3.COVERED BY OTHER HEALTH COVERAGE?
/ QxQ
/
/
/ Are you or anyone covered by any other type of health coverage such as
/ employer or union plans, or Blue Cross-Blue Shield, a Health
/ Maintenance Organization (HMO), a Medigap plan, or some other health
/ insurance?
/^C1
/
/ ^B
J1518 1521 1517(1)
J1518 1532 1517(2.K2.K3)
J1518 1517 B1517(0+"0")=PLEASE ENTER RESPONSE
Q1518MC Y29_4. WHO IS NOT COVERED?
/ QxQ
/
/
/ Who is not covered? (CODE ALL THAT APPLY)
/
C1 R
C2 Spouse/partner
C3 Child(ren) under 18
C4 Child(ren) 18 and Over
C5 Father (In-Law)
C6 Mother (In-Law)
C7 Other
C10
G 1
G 2=M7(2/3)+25(1)
G 3=M7(4)+16(L18)
G 4=M7(4)+16(G17)
G 5=M7(6)+8(1)
G 6=M7(6)+8(2)
G 7
J1519 1519 1520 1518(7)
Q1519U Y29_4V. COMMENT FOR OTHER
/
/
/
/ PLEASE SPECIFY.
V M!a_!
Q1520B 1351 Y30.COVERED BY OTHER HEALTH COVERAGE?
/ QxQ
/
/
/ Are you or anyone covered by any (other) type of health coverage
/ such as employer or union plans, or Blue Cross-Blue Shield, a Health
/ Maintenance Organization (HMO), a Medigap plan, or some other health
/ insurance?
/^C1
/
/ ^B
J1521 1533 1520(2.K2.K3)
J1521 1520 B1520(0+"0")=PLEASE ENTER RESPONSE
Q1521MC Y31. COVERAGE OBTAINED THROUGH...
/ QxQ
/~IF M7(2/3)+25(1)
/ Is this coverage obtained through your employer, former employer, or
/ union, your ^35(7/9)'s employer, former employer, or
/ union, through direct payments to an insurance company, AARP, or
/ somewhere else?
/~ELSE
/ Is this coverage obtained through your employer, former employer, or
/ union, through direct payments to an insurance company, AARP, or
/ somewhere else?
/~END
/
/ (CODE ALL THAT APPLY)
C1 R'S EMPLOYER
C2 R'S FORMER EMPLOYER
C3 R'S UNION
C4 SPOUSE/PARTNER'S EMPLOYER
C5 SPOUSE/PARTNER'S FORMER EMPLOYER
C6 SPOUSE/PARTNER'S UNION
C7 DIRECTLY FROM INSURANCE CO.
C8 AARP
C9 OTHER
C10
G 1/3
G 4/6=M7(2/3)+25(1)
G 7/9
J1522 1522 1523 1521(9)
Q1522U Y31V. COMMENT FOR OTHER
/
/
/
/ PLEASE SPECIFY.
V M!a_!
Q1523MC Y31_1. HOW COVERAGE PAID
/ QxQ
/ How is this coverage paid for - by you, by an employer, by you and an
/ employer, by a relative, or what?
/
/ (CODE ALL THAT APPLY)
/
C1 R/Family
C2 Employer
C3 Relative
C4 FORMER EMPLOYER
C5 Other
C10
G 1/5
J1524 1524 1525 1523(5)
Q1524U Y31_1V. COMMENT FOR OTHER
/
/
/
/ PLEASE SPECIFY.
V M!a_!
J1525 1525 1529 1523(1)
Q1525UB 5 Y31_2. AMOUNT OF INSURANCE PAYMENTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/
/~IF 0A(LE1)=6AM25(N2)=
/ How much do you pay for this insurance?
/~ELSE
/ How much do you and your other household members pay for this insurance?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$__,___.!("range",1/99999)
*******************************CALL DKDOL*************************************
Q1526T 30 DK.~DKDOL.VQ
C1 ^1525
C2 8
J1527 1525 B1526("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1527 1529 1526(0)
Q1527B 102 Y31_2. FREQUENCY OF PAYMENTS
/
/
/ INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED.
/
/ And is that weekly, monthly, quarterly, yearly, or what?
/^C1
/
/ ^B
J1528 1527 B1527(0+"0")=PLEASE ENTER RESPONSE
J1528 1529 1527(N20)
Q1528U Y31_2V. COMMENT FOR OTHER
/
/
/
/ PLEASE SPECIFY.
V M!a_!
Q1529B 1351 Y31_3. EVERYONE COVERED BY ONE
/ QxQ
/
/
/ Is everyone in your household covered by at least one of these
/ private health programs?
/^C1
/
/ ^B
J1530 1532 1529(1.K2.K3)
J1530 1529 B1529(0+"0")=PLEASE ENTER RESPONSE
Q1530MC 1518 Y31_4. WHO IS NOT COVERED
/ QxQ
/ Who is not covered (including those with independent finances)?
/ (Anyone else?)
/
/ (CODE ALL THAT APPLY)
J1531 1531 1532 1530(7)
Q1531U Y31_4V. COMMENT FOR OTHER
/
/
/
/ PLEASE SPECIFY.
V M!a_!
J1532 1532 1533 1516(N1)+1529(N1)
Q1532B 1351 Y31_5.EVERYONE COVERED BY SOME TYPE OF HEALTH INS
/
/
/ Is everyone in your family covered by some type of public or
/ private health insurance?
/
/ ^B
J1533 1532 B1532(0+"0")=PLEASE ENTER RESPONSE
J1533 1536 1532(1.K2.K3)
J1533 1536 1520(K2.K3).1516(1.K2.K3).1529(1.K2.K3)
Q1533B Y32.REASONS WHY NO HEALTH INSURANCE
/ QxQ
/ This is a list of reasons why some people don't have health insurance.
/ Which number best describes why (you/some members of your family living
/ here) are not covered?
/
/INTERVIEWER: SHOW CARD 17
/^C1
/ ^B
C0
C1 Too expensive, can't afford health insurance
C2 Can't get health insurance because of poor health, age
/, or illness
C3 Don't believe in health insurance
C4 Not much sickness in the family - we haven't needed in
/surance
C5 Dissatisfied with previous insurance
C6 Job layoff or job loss
C7 Everyone covered by some health insurance
C8 Other
J1534 1533 B1533(0+"0")=PLEASE ENTER RESPONSE
J1534 1536 1533(N8)
Q1534U Y32V. COMMENT FOR OTHER
/
/
/
/ PLEASE SPECIFY.
V M!a_!
J1536 923 1498(N1)
Q1536B 1351 Y34. 18 OR OVER RECEIVE WAGES...
/ QxQ
/
/
/~IF 0A(G1)=6AM25(2)=
/ I'd like to ask some questions just about the other adults 18 and over
/ who live with you (and your family) but have independent finances.
/~ELSE
/ I'd like to ask some questions just about the other adult 18 and over
/ who lives with you (and your family) but has independent finances.
/~END
/~IF 0A(1)=6AM25(2)=
/~IF M6(G1)+8(1)+25(2)
/ Does he receive any income from wages or salaries?
/~ELSE M6(G1)+8(2)+25(2)
/ Does she receive any income from wages or salaries?
/~ELSE
/ Do they receive any income from wages or salaries?
/~END
/~ELSE
/ Do any of these other adults receive income from wages or salaries?
/~END
/^C1
/
/ ^B
J1537 1541 1536(2.K2.K3)
J1537 1536 B1536(0+"0")=PLEASE ENTER RESPONSE
Q1537UB 9 Y34_1. AMOUNT - 18 AND OVER INCOME
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/
/~IF 0A(1)=6AM25(2)=
/~IF M6(G1)+8(1)+25(2)
/ Roughly how much total income did he have from wages and
/ salaries in 1994 before taxes and deductions?
/~ELSE M6(G1)+8(2)+25(2)
/ Roughly how much total income did she have from wages and
/ salaries in 1994 before taxes and deductions?
/~ELSE
/ Roughly how much total income did they have from wages and
/ salaries in 1994 before taxes and deductions?
/~END
/~ELSE
/ Roughly how much total income did they have from wages and
/ salaries in 1994 before taxes and deductions?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ANNUAL AMOUNT: ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q1538T 30 DK.~DKDOL.VQ
C1 ^1537
C2 6
J1539 1537 B1538("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1539 1541 1538(0)
Q1539B 1351 Y34_2. INCLUDE THIS AMOUNT EARLIER
/ QxQ
/
/
/ Did you include this amount in the income you told me about
/ earlier in this interview?
/
/INTERVIEWER: IF R ONLY TOLD ABOUT PART, MAKE NOTE
/^C1
/
/ ^B
J1540 1541 1539(2.K2.K3)
J1540 1539 B1539(0+"0")=PLEASE ENTER RESPONSE
Q1540U Y34_3. WHERE DID YOU TELL ME
/ QxQ
/
/
/ Where did you tell me about this income?
V M!a_!
Q1541B 1351 Y35. ANY OTHER SOURCES
/ QxQ
/
/
/~IF 0A(1)=6AM25(2)=
/~IF M6(G1)+8(1)+25(2)
/ Does he receive income from any other sources (such as social
/ security, a pension, disability payments, public assistance,
/ or income from a business or other assets)?
/~ELSE M6(G1)+8(2)+25(2)
/ Does she receive income from any other sources (such as social
/ security, a pension, disability payments, public assistance,
/ or income from a business or other assets)?
/~ELSE
/ Do they receive income from any other sources (such as social
/ security, a pension, disability payments, public assistance,
/ or income from a business or other assets)?
/~END
/~ELSE
/ Do they receive income from any other sources (such as social
/ security, a pension, disability payments, public assistance,
/ or income from a business or other assets)?
/~END
/^C1
/
/ ^B
J1542 1548 1541(2.K2.K3)
J1542 1541 B1541(0+"0")=PLEASE ENTER RESPONSE
Q1542MC Y35_1. WHAT OTHER SOURCES
/ QxQ
/
/~IF 0A(1)=6AM25(2)=
/~IF M6(G1)+8(1)+25(2)
/ What other sources of income does he have?
/~ELSE M6(G1)+8(2)+25(2)
/ What other sources of income does she have?
/~ELSE
/ What other sources of income do they have?
/~END
/~ELSE
/ What other sources of income do they have?
/~END
/
/ (CODE ALL THAT APPLY)
/
C1 Social Security
C2 Pensions
C3 Disability
C4 Public Assistance
C5 Interest Income
C6 Dividends
C7 Business
C8 Real Estate
C9 Other
C10
G 1/9
J1543 1543 1544 1542(9)
Q1543U Y35_1V. COMMENT FOR OTHER
/
/
/
/ PLEASE SPECIFY.
V M!a_!
Q1544UB 9 Y35_2.AMOUNT OF TOTAL INCOME IN 94
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/
/~IF 0A(1)=6AM25(2)=
/~IF M6(G1)+8(1)+25(2)
/ Roughly how much total income did he have from
/~ELSE M6(G1)+8(2)+25(2)
/ Roughly how much total income did she have from
/~ELSE
/ Roughly how much total income did they have from
/~END
/~ELSE
/ Roughly how much total income did they have from
/~END
/~IF 0(G1)=1542U(1/9)=
/ all these sources in 1994 before taxes and deductions?
/~ELSE
/ all this source in 1994 before taxes and deductions?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ANNUAL AMOUNT: ^B IN '94
V !.A$___,___,___.!("range",-99999999/999999999)
*******************************CALL DKDOL*************************************
J1545 1546 1544(0+"0")
Q1545T 30 DK.~DKDOL.VQ
C1 ^1544
C2 6
J1546 1544 B1545("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1546 1548 1545(0)
Q1546B 1351 Y35_3. INCLUDE THIS AMOUNT EARLIER
/ QxQ
/
/
/ Did you include this amount in the income you told me about earlier in
/ this interview?
/
/INTERVIEWER: IF R ONLY TOLD ABOUT PART, MAKE NOTE
/^C1
/
/ ^B
J1547 1548 1546(2.K2.K3)
J1547 1546 B1546(0+"0")=PLEASE ENTER RESPONSE
Q1547U Y35_4. WHERE DID YOU TELL ME
/ QxQ
/
/
/ Where did you tell me about this income?
V M!a_!
Q1548B 1351 Y36. CARS OR VEHICLES
/ QxQ
/
/
/~IF 0A(1)=6AM25(2)=
/~IF M6(G1)+8(1)+25(2)
/ Does he have any cars or other vehicles?
/~ELSE M6(G1)+8(2)+25(2)
/ Does she have any cars or other vehicles?
/~ELSE
/ Do they have any cars or other vehicles?
/~END
/~ELSE
/ Do any of them have any cars or other vehicles?
/~END
/^C1
/
/ ^B
J1549 1553 1548(2.K2.K3)
J1549 1548 B1548(0+"0")=PLEASE ENTER RESPONSE
Q1549UB 9 Y36_1. HOW MUCH VEHICLES WORTH
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/
/ Roughly how much (is this/are these) vehicle(s) worth now?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",0/999999999)
*******************************CALL DKDOL*************************************
J1550 1551 1549(0+"0")
Q1550T 30 DK.~DKDOL.VQ
C1 ^1549
C2 6
J1551 1549 B1550("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1551 1553 1550(0)
Q1551B 1351 Y36_2. INCLUDE THIS VEHICLE EARLIER
/ QxQ
/
/
/ Did you include (this/these) vehicle(s) in the ones you told me
/ about earlier in this interview?
/
/INTERVIEWER: IF R ONLY TOLD ABOUT PART, MAKE NOTE
/^C1
/
/ ^B
J1552 1553 1551(2.K2.K3)
J1552 1551 B1551(0+"0")=PLEASE ENTER RESPONSE
Q1552U Y36_3. WHERE DID YOU TELL ME
/ QxQ
/
/
/ Where did you tell me about this/these vehicles?
V M!a_!
Q1553B 1351 Y37. BANK ACCOUNT, SAVINGS ACCOUNTS...
/ QxQ
/
/
/~IF 0A(1)=6AM25(2)=
/~IF M6(G1)+8(1)+25(2)
/ Does he have any bank accounts, savings accounts, or
/ savings bonds?
/~ELSE M6(G1)+8(2)+25(2)
/ Does she have any bank accounts, savings accounts, or
/ savings bonds?
/~ELSE
/ Do they have any bank accounts, savings accounts, or
/ savings bonds?
/~END
/~ELSE
/ Do they have any bank accounts, savings accounts, or
/ savings bonds?
/~END
/^C1
/
/ ^B
J1554 1558 1553(2.K2.K3)
J1554 1553 B1553(0+"0")=PLEASE ENTER RESPONSE
Q1554UB 9 Y37_1. AMOUNT IN ACCOUNTS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/
/~IF 0A(1)=6AM25(2)=
/~IF M6(G1)+8(1)+25(2)
/ Roughly how much in total does he have in bank accounts,
/ savings accounts, or savings bonds?
/~ELSE M6(G1)+8(2)+25(2)
/ Roughly how much in total does she have in bank accounts,
/ savings accounts, or savings bonds?
/~ELSE
/ Roughly how much in total do they have in bank accounts,
/ savings accounts, or savings bonds?
/~END
/~ELSE
/ Roughly how much in total do they have in bank accounts,
/ savings accounts, or savings bonds?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q1555T 30 DK.~DKDOL.VQ
C1 ^1554
C2 7
J1556 1554 B1555("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1556 1558 1555(0)
Q1556B 1351 Y37_2. INCLUDE THIS VEHICLE EARLIER
/ QxQ
/
/
/ Did you include this amount when you told me about these items earlier
/ in this interview?
/
/INTERVIEWER: IF R ONLY TOLD ABOUT PART, MAKE NOTE
/^C1
/
/ ^B
J1557 1558 1556(2.K2.K3)
J1557 1556 B1556(0+"0")=PLEASE ENTER RESPONSE
Q1557U Y37_3. WHERE DID YOU TELL ME
/ QxQ
/
/
/ Where did you tell me about this/these items?
V M!a_!
Q1558B 1351 Y38. ANY OTHER ASSETS?
/ QxQ
/
/
/~IF 0A(1)=6AM25(2)=
/~IF M6(G1)+8(1)+25(2)
/ Does he have any other assets (such as stocks, bonds, a business,
/ or any properties, including any part of the [house/apartment] you
/ live in)?
/~ELSE M6(G1)+8(2)+25(2)
/ Does she have any other assets (such as stocks, bonds, a business,
/ or any properties, including any part of the [house/apartment] you
/ live in)?
/~ELSE
/ Do they have any other assets (such as stocks, bonds, a business,
/ or any properties, including any part of the [house/apartment] you
/ live in)?
/~END
/~ELSE
/ Do they have any other assets (such as stocks, bonds, a business,
/ or any properties, including any part of the [house/apartment] you
/ live in)?
/~END
/^C1
/
/ ^B
J1559 1571 1558(2.K2.K3)
J1559 1558 B1558(0+"0")=PLEASE ENTER RESPONSE
Q1559MC Y38_1. OTHER KINDS OF ASSETS
/ QxQ
/~IF 0A(1)=6AM25(2)=
/~IF M6(G1)+8(1)+25(2)
/ What other kinds of assets does he have?
/~ELSE M6(G1)+8(2)+25(2)
/ What other kinds of assets does she have?
/~ELSE
/ What other kinds of assets do they have?
/~END
/~ELSE
/ What other kinds of assets do they have?
/~END
/
/ (CODE ALL THAT APPLY)
/
C1 R's Home
C2 Stocks
C3 Bonds
C4 Mutual Funds
C5 Money Market Funds
C6 Business
C7 Other Real Estate
C8 Other
C10
G 1/8
J1560 1559 B1559(0+"0")=PLEASE ENTER RESPONSE
J1560 1560 1582 1559(8)
Q1560U Y38_1. COMMENT FOR OTHER
/
/
/
/ PLEASE SPECIFY.
V M!a_!
J1582 1561
Q1582X
C1 this asset
C2 all these assets
G 1=0(1)=1559U(1/8)=
G 2=0(G1)=1559U(1/8)=
G 2=1559(0)
Q1561UB 9 Y38_2. AMOUNT IN ASSETS
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/
/~IF 0A(1)=6AM25(2)=
/~IF M6(G1)+8(1)+25(2)
/ Roughly how much in total does he have in ^1582?
/~ELSE M6(G1)+8(2)+25(2)
/ Roughly how much in total does she have in ^1582?
/~ELSE
/ Roughly how much in total do they have in ^1582?
/~END
/~ELSE
/ Roughly how much in total do they have in ^1582?
/~END
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",0/999999999)
*******************************CALL DKDOL*************************************
J1562 1563 1561(0+"0")
Q1562T 30 DK.~DKDOL.VQ
C1 ^1561
C2 6
J1563 1561 B1562("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1563 1565 1562(0)
Q1563B 1351 Y38_3. INCLUDE ASSETS EARLIER
/ QxQ
/
/
/ Did you include this amount in the assets you told me about earlier
/ in this interview?
/
/INTERVIEWER: IF R ONLY TOLD ABOUT PART, MAKE NOTE
/^C1
/
/ ^B
J1564 1565 1563(2.K2.K3)
J1564 1563 B1563(0+"0")=PLEASE ENTER RESPONSE
Q1564U Y38_4. WHERE DID YOU TELL ME
/ QxQ
/
/
/ Where did you tell me about ^1582?
V M!a_!
J1565 1566 1559(1)=:1:
J1565 1566 1559(A)=:2:
Q1565B Y39. INTERVIEWER CHECKPOINT
/ QxQ
/
/
/ INTERVIEWER CHECKPOINT: SEE Q.38.1
/^C1
/
/ ^B
/
C0
C1 R's HOME MARKED IN Q.38.1
C2 ALL OTHERS
J1566 1571 1565(2)
Q1566UB 5 Y39_1. WHAT SHARE OF HOME
/ QxQ
/
/
/~IF 0A(1)=6AM25(2)=
/~IF M6(G1)+8(1)+25(2)
/ What share of this home does he own?
/~ELSE M6(G1)+8(2)+25(2)
/ What share of this home does she own?
/~ELSE
/ What share of this home do they own?
/~END
/~ELSE
/ What share of this home do they own?
/~END
/
/ ^B
V !.U___.__%!(0/100)
J1567 1567 1569 1559(1)
Q1567UB 9 Y39_2. PRESENT VALUE OF HOME
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/
/ What is the present value of this home? I mean, about what would it
/ bring if it were sold today?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",0/999999999)
*******************************CALL DKDOL*************************************
J1568 1583 1567(0+"0")
Q1568T 30 DK.~DKDOL.VQ
C1 ^1567
C2 3
J1569 1567 B1568("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q1583UT 14 |1568*(1566/100X)
J1569 1567 B1562(G0)+1583(GQ1562)=VALUE OF HOME TIMES PERCENTAGE O
/WNED IS GREATER THAN TOTAL ASSETS!
Q1569UB 9 Y39_3. AMOUNT OWED ON MORTGAGES
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/
/ What is the amount still owed on all the mortgages, land contracts, and
/ loans on the home?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",0/999999999)
*******************************CALL DKDOL*************************************
J1570 1571 1569(0+"0")
Q1570T 30 DK.~DKDOL.VQ
C1 ^1569
C2 3
J1571 1569 B1570("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
Q1571B 1351 Y40. HAVE ANY DEBTS
/ QxQ
/
/
/~IF 0A(1)=6AM25(2)=
/~IF M6(G1)+8(1)+25(2)
/~IF M7(2/3)+25(1)
/ Not including any debts he owes you or your ^35(7/9),
/ does he have any debts?
/~ELSE
/ Not including any debts he owes you, does he have any debts?
/~END
/~ELSE M6(G1)+8(2)+25(2)
/~IF M7(2/3)+25(1)
/ Not including any debts she owes you or your ^35(7/9),
/ does she have any debts?
/~ELSE
/ Not including any debts she owes you, does she have any debts?
/~END
/~ELSE
/~IF M7(2/3)+25(1)
/ Not including any debts they owe you or your ^35(7/9),
/ do they have any debts?
/~ELSE
/ Not including any debts they owe you, do they have any debts?
/~END
/~END
/~ELSE
/~IF M7(2/3)+25(1)
/ Not including any debts they owe you or your ^35(7/9),
/ do they have any debts?
/~ELSE
/ Not including any debts they owe you, do they have any debts?
/~END
/~END
/
/INTERVIEWER: IF R ASKS: DO NOT INCLUDE MORTGAGE ON R's HOME
/^C1
/
/ ^B
J1572 923 1571(2.K2.K3)
J1572 1571 B1571(0+"0")=PLEASE ENTER RESPONSE
Q1572UB 9 Y40_1. AMOUNT IN DEBT
/
/ INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN
/ QxQ
/
/
/ Roughly how much in total are these debts?
/
/ IF R GIVES RANGE, PRESS [F9] KEY.
/
/ ^B
V !.A$___,___,___.!("range",1/999999999)
*******************************CALL DKDOL*************************************
Q1573T 30 DK.~DKDOL.VQ
C1 ^1572
C2 6
J1574 1572 B1573("X")=PLEASE ENTER CORRECT AMOUNT
******************************************************************************
J1574 923 1573(0)
Q1574B 1351 Y40_2. INCLUDE DEBTS EARLIER?
/ QxQ
/
/
/ Did you include these debts when you told me about the household
/ debts earlier in this interview?
/
/INTERVIEWER: IF R ONLY TOLD ABOUT PART, MAKE NOTE
/^C1
/
/ ^B
J1575 923 1574(2.K2.K3)
J1575 1574 B1574(0+"0")=PLEASE ENTER RESPONSE
Q1575U Y40_3. WHERE DID YOU TELL ME
/ QxQ
/
/
/ Where did you tell me about these debts?
V M!a_!
J923 966 M976(1)+1038(N1)+1039(N1)
Q923U Y40_4.
/ QxQ
/
/
/ Earlier you told me about a pension or retirement plan you are included
/ in through your current job. Because pensions are an important part of
/ this study and there are many legal details of plans very few people
/ know, we would like to contact the organization that provides your
/ pension to obtain a legal description of your plan(s). Your name and
/ the fact that you did this interview will not be mentioned. What is the
/ name and address of the organization that provides your pension?
V M!a_!
J966 1576 M976(2)+1038(N1)+1039(N1)
J966 1576 976(1)
Q966U Y40_5.
/ QxQ
/
/
/ Earlier you told me about a pension or retirement plan your
/ ^35(7/9) is included in through ^35(12/13) current job.
/~IF 923(NA)
/ Because pensions are an important part of this study and few people
/ know all the legal details of their plans, we would like to contact
/ the organization that provides your pension to obtain a legal
/~IF M6(2)+8(1)
/ description of his plan(s). His name and the fact that you
/ did this interview will not be mentioned.
/~ELSE
/ description of her plan(s). Her name and the fact that you
/ did this interview will not be mentioned.
/~END
/~END
/ What is the name and address of the organization that provides
/ ^35(12/13) pension?
V M!a_!
Q1576U Y41. FINISH
/
/
/
/ That finishes the actual interview. Is there anything you would like
/ to add to any of the subjects we've discussed?
/
/ INTERVIEWER: DO CASE VALIDATION NOW WHILE THE CASE IS FILING.
/ PLEASE THANK THE RESPONDENT!
V M!a_!
Q1577UT N2 2 ELAPSED SECONDS - END
Q1599UT 17 TIME OF DAY
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
AUTOQUEST (SURVEYCRAFT) PROGRAM FOR INTERVIEWER COMMENTS
-----------------------------------------------------------------------------
-----------------------------------------------------------------------------
L90 209=REFUSED
L91 210=DON'T KNOW
Q1UT R10 CASEID
Q2B ZZ1. INTERIOR
/
/
/
/ Please rate the physical condition of the interior of the HU:
/^C1
/
/^B
C0
C1 EXCELLENT. WALLS AND CEILINGS HAVE NO CRACKS. PAINT OR PANE
/LLING IN GOOD CONDITION.
C2 GOOD. NEEDS SOME MINOR PAINTING OR REFINISHING.
C3 FAIR. NEEDS MAJOR INTERIOR WORK. HOLES AND/OR CRACKS NEED P
/ATCHING. PAINTING NEEDED. ETC.
C4 POOR. SOME WALLS OR CEILINGS NEED REPLACEMENT.
C5 DON'T KNOW--WASN'T INSIDE HOUSE.
J3 2 B2(0+"0")=PLEASE ENTER RESPONSE
Q3B ZZ2. Rs UNDERSTANDING.
/
/
/
/ R's understanding of the questions was...
/^C1
/ ^B
C0
C1 EXCELLENT
C2 GOOD
C3 FAIR
C4 POOR
J4 3 B3(0+"0")=PLEASE ENTER RESPONSE
Q4B ZZ3. ABILITY TO EXPRESS
/
/
/
/ R's ability to express himself/herself was...
/^C1
/ ^B
C0
C1 EXCELLENT
C2 GOOD
C3 FAIR
C4 POOR
J5 4 B4(0+"0")=PLEASE ENTER RESPONSE
Q5B ZZ4. SUSPICIOUS BEFORE
/
/
/
/ Was R suspicious about the study before the interview?
/^C1
/ ^B
C0
C1 NO, NOT AT ALL SUSPICIOUS
C2 YES, SOMEWHAT SUSPICIOUS
C3 YES, VERY SUSPICIOUS
J6 5 B5(0+"0")=PLEASE ENTER RESPONSE
Q6B ZZ5. SUSPICIOUS AFTER
/
/
/
/ Was R suspicious about the study after the interview?
/^C1
/ ^B
C0
C1 NO, NOT AT ALL SUSPICIOUS
C2 YES, SOMEWHAT SUSPICIOUS
C3 YES, VERY SUSPICIOUS
J7 6 B6(0+"0")=PLEASE ENTER RESPONSE
Q7B ZZ6. INTEREST
/
/
/
/ Overall, how great was R's interest in the interview?
/^C1
/ ^B
C0
C1 VERY HIGH
C2 ABOVE AVERAGE
C3 AVERAGE
C4 BELOW AVERAGE
C5 VERY LOW
J8 7 B7(0+"0")=PLEASE ENTER RESPONSE
Q8MC ZZ7. OTHERS PRESENT
/
/
/
/ Other persons present at the interview: (CODE ALL THAT APPLY)
/^C1
C1 CHILDREN UNDER AGE 6
C2 CHILDREN 6 AND OVER
C3 SPOUSE/PARTNER
C4 OTHER RELATIVES
C5 OTHER ADULTS
C6 NO ONE
C10
G 1/6
Q9B ZZ8. DOCUMENTS
/
/
/
/ Did R refer to documents to answer questions?
/^C1
/ ^B
C0
C1 FREQUENTLY
C2 SOMETIMES
C3 RARELY
C4 NEVER
J10 12 9(4)
J10 9 B9(0+"0")=PLEASE ENTER RESPONSE
Q10MC ZZ9. WHAT DOCUMENTS
/
/
/
/ Which documents did R refer to? (CODE ALL THAT APPLY)
/^C1
C1 INCOME TAX RETURNS
C2 PENSION DOCUMENTS
C3 ACCOUNT STATEMENTS
C4 INVESTMENT/BUSINESS RECORDS
C5 LOAN DOCUMENTS
C6 OTHER
C10
G 1/6
J11 12 10(N6)
Q11U ZZ9V. OTHER
/Please specify.
V *
Q12B ZZ10. LANGUAGE
/
/
/
/ In what language was the survey conducted?
/^C1
/ ^B
C0
C1 ENGLISH
C2 SPANISH
J13 12 B12(0+"0")=PLEASE ENTER RESPONSE
Q13B ZZ11. MORE THAN ONCE
/
/
/
/ Other than inheritances, do you believe that the R reported the
/ same asset or debt more than once in the interview?
/^C1
/ ^B
C0
C1 YES
C2 NO
J14 15 13(2)
J14 13 B13(0+"0")=PLEASE ENTER RESPONSE
Q14U ZZ12. WHICH ASSETS REPORTED
/
/
/
/ Which assets and/or debts are these?
V *
Q15B ZZ13. ASSETS NOT COLLECTED
/
/
/
/ Do you believe that any important assets or debts were not
/ collected in the interview?
/^C1
/ ^B
C0
C1 YES
C2 NO
J16 17 15(2)
J16 15 B15(0+"0")=PLEASE ENTER RESPONSE
Q16U ZZ14. WHICH ASSETS REPORTED
/
/
/
/ Which assets and/or debts are these?
V *
Q17B ZZ15. CONSISTENCY PROBLEMS
/
/
/
/ Do you believe there are any important consistency problems
/ with this interview?
/^C1
/ ^B
C0
C1 YES
C2 NO
J18 19 17(2)
J18 17 B17(0+"0")=PLEASE ENTER RESPONSE
Q18U ZZ16. WHAT PROBLEMS
/
/
/
/ What are these problems?
V *
Q19B ZZ17. CONSISTENCY PROBLEMS
/
/
/
/ Is there anything about this case that would be helpful in resolving
/ problems with this case, or anything else you believe we need to know?
/^C1
/ ^B
C0
C1 YES
C2 NO
J20 21 19(2)
J20 19 B19(0+"0")=PLEASE ENTER RESPONSE
Q20U ZZ18. WHAT PROBLEMS
/Please specify.
V *
Q21U THANKS
/
/
/
/ INTERVIEWER: THANK YOU FOR COMPLETING ANOTHER INTERVIEW AND
/ THIS IMPORTANT BACKGROUND INFORMATION. YOUR CARE AND ATTENTION ARE
/ ESSENTIAL TO THE SUCCESS OF THIS PROJECT.
Q22UT 17 TIME STAMP