----------------------------------------------------------------------------- ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- CODEBOOK FOR 1998 SURVEY OF CONSUMER FINANCES ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- Survey of Consumer Finances Board of Governors of the Federal Reserve System Mail Stop 153 Washington, DC 20551 ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- To: Users of the 1998 SCF From: Arthur Kennickell, SCF Project Director Date: February 15, 2000 Subject: Description of the processed version of the 1998 SCF ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- WARNING: This codebook contains over 78,000 lines of text, including this introduction, variable descriptions, the program used to collect the survey data, and other material. Most users will probably NOT want to print the entire document. Generally, we work with the file in electronic form. This codebook serves as the principal guide to the variables included on the final public version (February 1, 2000 version) of the 1998 SCF dataset. However, not every variable included in this codebook is actually in the public use dataset. Among other things, the dataset does NOT include most variables related to the sample design, details of geography, or the 3-digit industry and occupation codes. Although we have attempted to mark the variables in the codebook that are not available to the public, there may be errors or omissions. The definitive list of the variables included is given at the end of this file. Please consult that list to determine whether a given variable is available to you. For a general overview of the 1998 SCF, see Arthur B. Kennickell, Martha Starr-McCluer, and Brian J. Surette "Recent Changes in U.S. Family Finances: Results from the 1998 Survey of Consumer Finances," Federal Reserve Bulletin, January 2000, pp. 1-29. Results you may obtain from using this release of the 1998 SCF may differ from those reported in this article for several reasons. First, the analysis weights used in that article were altered to provide robust estimates of the detailed categories shown. In brief, the data were examined for extreme outliers, and where a given case was overly influential in determining an outcome, the weight was trimmed and other weights were inflated to maintain a constant population. In some other cases, a broad view of the data in the analytical framework of the article necessitated the assignment of some data to different categories than those implied by a narrower and more straightforward interpretation of the data. Second, as noted below, the public version of the data has been systematically altered to minimize the likelihood that unusual individual cases could be identified. Our analysis of the public dataset suggests that these changes should not alter the conclusions of reasonable analyses of the data. Finally, over time we correct errors that we find in the dataset. In our past experience, the effect of these errors on the estimates has been quite small. ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- TABLE OF CONTENTS ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- DATA FILES INCLUDED ON SCF WEB SITE QUESTIONNAIRE UNIT OF ANALYSIS SAMPLE DESIGN CODEBOOK CONVENTIONS VARIABLE NAMES GENERAL DATA CONVENTIONS CASE ID NUMBERS "OTHER" CODES GRIDS SUMMARY VARIABLES DATA REVIEW IMPUTATION DISCUSSION OF RANGE DATA COLLECTION AND J-CODES ANALYSIS WEIGHTS SAMPLING ERROR DISCLOSURE REVIEW COMPARISON WITH OTHER DATA ACKNOWLEDGMENTS VARIABLE DEFINITIONS SURVEYCRAFT PROGRAM, MAIN QUESTIONNAIRE (ENGLISH) SURVEYCRAFT PROGRAM, MAIN QUESTIONNAIRE (SPANISH) SURVEYCRAFT PROGRAM, DKDOL SURVEYCRAFT PROGRAM, INTERVIEWER COMMENTS MAPPING FROM SURVEYCRAFT VARIABLES TO SCF VARIABLES LIST OF VARIABLES INCLUDED ON PUBLIC DATASET ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- DATA FILES INCLUDED ON SCF WEB SITE ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- The primary data files for the survey consist of the following pieces: the main dataset and a file of replicate weights corresponding to X42001 (see below for a description of the replicate weights). In addition, an aggregated version of the main dataset containing summary variables corresponding to those used in "Recent Changes in U.S. Family Finances: Results from the 1998 Survey of Consume Finances" (Arthur B. Kennickell, Martha Starr-McCluer, and Brian J. Surette, Federal Reserve Bulletin, Janary 2000, v. 86, pp. 1-29) is available in a format compatible with most spreadsheet software. To aid users in reconciling their calculations with those found in the January 2000 Bulletin Article, two sets of tables are provided: the first set is based on the current internal version of the data, and the second version is based on the current public version of the data. ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- QUESTIONNAIRE ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- The 1998 SCF was collected using computer-assisted personal interviewing (CAPI). Thus, there is no questionnaire in the usual sense. This codebook serves as the most comprehensive guide to the definitions of variables included in the survey. At the end of this file, a copy of the Surveycraft (SC) program that was used to collect the data is included. The SC program serves as the authoritative reference for questions relating to question ordering and skip sequences. Because question ordering is important in understanding the meaning of many questions, users of the data are encouraged to consult the SC program. At the very end of this file, a translation of most SC variables into SCF variables is provided. Although there is usually a direct correspondence between the SC variables and the final variables listed in this codebook, there are some places where the connections are indirect: In some cases, the same question is asked in two difference places, and in the final dataset all instances of answers to the question are mapped into a single location; in other cases variables may be inferred from other information (for example, if a respondent reported a wage on a current job and reported that their employer contributed a certain percent of their wage to a pension plan, then the dollar contribution to the plan would be filled in). Almost always, the data rearrangements can be identified from the shadow variables associated with the variables (see section "VARIABLE NAMES" below). ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- UNIT OF ANALYSIS ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- Most of the data in the survey are intended to represent the financial characteristics of a subset of the household unit referred to as the "primary economic unit" (PEU). In brief, the PEU consists of an economically dominant single individual or couple (married or living as partners) in a household and all other individuals in the household who are financially dependent on that individual or couple. For example, in the case of a household composed of a married couple who own their home, a minor child, a dependent adult child, and a financially independent parent of one of the members of the couple, the PEU would be the couple and the two children. Summary information is collected at the end of the interview for all household members who are not included in the PEU. The only variables collected separately for the respondent and the spouse or partner of the respondent are those concerning employment, pension, and demographic characteristics. Throughout the codebook, we refer to the "head" of the household. The use of this term is euphemistic and merely reflects the systematic way in which the dataset has been organized. The head is taken to be the single core individual in a PEU without a core couple. In a PEU with a central couple, the head is taken to be either the male in a mixed-sex couple or the older individual in the case of a same-sex couple. No judgment about the internal organization of the households is implied by this organization of the data. When the original respondent was someone other than the person determined to be the head in this sense, all data (including response codes) for the two members of the couple were systematically swapped. The variable X8000 indicates which cases have been subjected to such rearrangement. NOTE: Because only limited information is collected on the ownership of assets and liabilities within the PEU, it is not possible, in general, to make direct separate estimates of the financial characteristics of the individuals in the survey households unless one is prepared to make a number of fairly complex assumptions. To understand this point more thoroughly, there is no substitute for a careful reading of the actual survey questions. ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- SAMPLE DESIGN ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- The SCF is based on a dual-frame sample design (see "Consistent Weight Design for the 1989, 1992, and 1995 SCF, and the Distribution of Wealth," Arthur B. Kennickell and R. Louise Woodburn, June 1997, http://www.federalreserve.gov/pubs/oss/oss2/method.html for more details). One set of the survey cases was selected from a standard multi-stage area-probability design. This part of the sample, which contributed 2,813 cases to the final set of interviews, is intended to provide good coverage of characteristics, such as home ownership, that are broadly distributed in the population. The other set of the survey cases was selected as a list sample from statistical records (the Individual Tax File) derived from tax data by the Statistics of Income Division of the Internal Revenue Service (SOI). These records were made available under strict rules governing confidentiality, the rights of potential respondents to refuse participation in the survey, and the types of information that can be made available. This second sample was designed to disproportionately select families that were likely to be relatively wealthy (see "List Sample Design for the 1998 SCF," Arthur B. Kennickell, April 1998, http://www.federalreserve.gov/pubs/oss/oss2/method.html for a more extended discussion of the design of the list sample). The list sample contributed 1,496 cases to the final set of interviews. ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- CODEBOOK CONVENTIONS ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- For many purposes it is useful to know which responses were available to the interviewer and which were actually known by the respondent. Responses that are noted in the codeframes below by an asterisk are ones that were available to the interviewer on the screen. In some cases, codes were only available given a response to an earlier question. One example that appears throughout the interview is the reporting of institutions where the respondent has an account of some type. If the respondent reported fewer than six financial institution at X305, every time the interviewer came to a question that asked about the institution where the respondent had an account, the screen displayed the names of the already listed institutions (referred to as "Institution 1" etc. in the codebook), a code for "add an institution," and a code to enter to record an unusual type of institution ("other"). Once six institutions had been recorded (either at X305 or by adding institutions later in the interview), the screen displayed the names of the six institutions, the "other" field, and a set of codes for the type of institution (i.e., commercial bank, savings and loan or savings bank, credit union, etc.). In general, if a response is given in the codebook in lower case letters, this indicates that it could have been read to the respondent. Responses listed in all upper case letters are ones that were not intended to be read to the respondent. Codes that result from the recoding of responses originally reported as "other" are given in lower case letters. Codes that could have appeared on the computer screen are marked with an asterisk. Question texts given in capital letters are intended as interviewer instructions. For many questions there are multiple versions. Most commonly, there are variants that are appropriate for single individuals and ones appropriate for families of two or more. Some other variants are more complicated. For example, suppose that a respondent lives in a building with multiple housing units (X702=1), the family owns the entire building (X714=1), and they own the unit they live in separately from the rest of the building. The CAPI program stores the information that there is such a property. Later in the interview when the respondent is asked about the number of investment real estate and vacation properties, one variant of question X1701 reminds the respondent to include the property mentioned earlier. There are many other such instances where the computer alters questions to suit the previous answers given by the respondent, and this codebook attempts to provide at least a summary form of all the possible questions. For example, at X1711 (correspondingly at X1811 and X1911), the respondent is asked whether there are any outstanding loans on a property. If the respondent had previously reported at X1703 (correspondingly at X1803 and X1903) that the property was a time-share, then the variant for time-shares is asked; otherwise a more generic question is asked. The authoritative references for deterimining how the information was presented to the respondent are the executable CAPI program, which is available at http://www.federalreserve.gov/pubs/oss/oss2/98/scf98home.html, and the text of the CAPI program appended to this codebook. ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- VARIABLE NAMES ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- This codebook refers to the variables by the names they have in the version of the survey dataset formatted for use with SAS. These names consist of a number prefixed by an "X." We have tried, insofar as it was possible, to retain the variable numbering system used in earlier SCFs. Where the content of a variable has changed in a substantive way, we have assigned a new variable number. Since the 1995 SCF, a small number of questions were added, and a small number were deleted. Each of the variables in the main dataset has a "shadow" variable that describes--in almost all cases--the original state of the variable (i.e., whether it was missing for some reason, a range response was given, etc.). An exception is reported values which have been imputed or otherwise altered to protect the privacy of respondents (see "DISCLOSURE REVIEW" below). Users who so desire may use the shadow variables to restore the data to something very close to their original condition. The shadow variables have the same numbers as the main variable, but have a prefix of "J." A list of the values taken by the shadow variables is given in the section below entitled "DISCUSSION OF RANGE DATA COLLECTION AND J-CODES." ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- GENERAL DATA CONVENTIONS ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- Throughout the SCF dataset, a value of zero has only one meaning: that the item in question in inapplicable. That is, if a family does not have a checking account, then the number of checking accounts they own would be coded as a zero. Whenever zero is a legitimate response to a question, a value of -1 is used to signify that value. Other specialized codes are defined for each variable in the codebook. ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- CASE ID NUMBERS ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- Under the original numbering system (XX1), important aspects of the sample design are apparent from the identification numbers. Because such information is not releasable under the agreements which allow us to collect the data, each case included in the public version of the dataset has been given a random identification number (YY1). Users should note that it is not possible to know with certainty from the information provided in the public version of this dataset which cases derive from the list sample. Because we routinely use the original numbers internally, users who direct questions to us about specific cases might want to be sure to emphasize that they are using the external ID number to avoid confusion. ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- "OTHER" CODES ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- In almost every case where a respondent could supply a response that did not fit in the codeframe offered to interviewers on their computer screens, the CAPI program was constructed to allow the entry of a verbatim response. There were a few open-ended questions that were set up to accept only a verbatim response. All of these responses were run through a standard coding process at NORC. Once the data were at the FRB, strenuous efforts were made to resolve all instances of responses that were unresolved by the NORC coders. Responses that remain coded "other" in the final dataset are unusual, but legitimate responses which do not fit within the existing codeframe; because these responses appear unlikey to reoccur in future surveys, the codeframe was not augmented. Responses that were not informative (or were not answers to the questions that were asked) were treated as missing values and were imputed. An identical process was followed for the 1995 SCF. In earlier surveys, the information recorded for "other" responses was not as complete, and the efforts to recode the available verbatim data were somewhat less stringent. Thus, analysts should exercise caution in time series comparisons of "other" responses from the 1995 and 1998 surveys with those in earlier years. ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- GRIDS ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- Some sets of questions have a natural iterative pattern. For example, the survey asks for detailed information on up to the first six checking accounts owned by the PEU, and summary information is collected about all remaining accounts. The detailed questions are the same for each account. In past interviews done with paper and pencil, some respondents have resisted answering all the detailed questions and have been willing to provide only summary information. Typically, interviewers recorded the summary information in the margins of the questionniare, and editors allocated the data to the skipped questions according to a set of fixed rules. To allow for a variety of respondent-interviewer interactions in the SCF CAPI program, the grid questions were organized to provide a way of collecting summary information in a systematic way. We refer to the associated summary variables as "mop-up variables." Past surveys also indicated that some respondents recalled additional instances of items once they began answering questions in a grid, but interviewers often did not revise the originally reported number. The CAPI procedures were set up to allow for this possibility as well. Consider first a respondent who gives a non-missing response to the question that asks for the number of items of the type to be queried in the grid. The interviewer would ask the respondent the first set of detailed questions on the item. Then, the interviewer would be confronted with a question (not to be read to the respondent); INTERVIEWER: CAN R PROVIDE INFORMATION ABOUT ANOTHER xxxx? The intention of this question was to allow the interviewer to deal with a potentially hostile respondent and immediately branch to the mop-up questions. If the respondent was cooperative, the interviewer entered a YES response and continued through an identical procedure for each iteration until either the number of items reported was exhausted, or the maximum number of detailed questions was asked and the mop-up question was asked to get summary information on all remaining items. If the respondent reported a number of items less than the maximum number about which the detailed questions are asked, the following question was asked at the end of the final iteration: Do you (or your family living here) have another xxxx? A YES response here indicates that the respondent recalled an additional instance in the process of answering the detailed questions. A respondent could continue to "add" iterations until the maximum number of iterations is reached and the mop-up questions are asked. Another possibility is that a respondent may either not know (or be unwilling to tell) the number of instances of an item. Because it is known that there is at least one such instance, the first set of detailed questions is asked. Then the respondent is asked: Do you (or your family living here) have another xxxx? The questioning then proceedes exactly as it would for a respondent who recalled additional instances after providing an initial number of instances. In processing the data, several steps were taken to attribute the data collected to their correct location. First, in some cases interviewers answered the question "INTERVIEWER: CAN R PROVIDE INFORMATION ABOUT ANOTHER xxxx?" negatively, even though only one more instance remained. In such cases, the mop-up data were mapped into the appropriate position in the grid. This data movement is not directly recorded in the J-variables for such cases, although the movement can be deduced from the patterns of J-variables of other questions within the iteration of the grid that do not have mop-up equivalents: the value of the J-variables for such variables without mop-up equivalents would normally be 2052. Second, when respondents added instances, the originally reported number was updated and stored in the customary SCF variable number. The originally reported number of instances has been retained in the dataset since such information cannot be recovered in any other way from the data made available. Third, when summary information was given by respondents who broke off their responses in a grid prematurely, that information was used to bound the imputations of the detailed data. Data items that have an associated J-variable with a value of 90 are ones where a complete response was given in the parallel mop-up variable, and those with a J-variable of 91 are ones where a range response was given in the parallel mop-up variable. There are some complicated mixed cases where a respondent gave a missing value for the number of instances, but was willing to provide non-missing mop-up data. Though tedious, it is possible to deduce this information from the J-variables provided. ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- SUMMARY VARIABLES ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- We have not included summary variables (e.g., NET WORTH) in the main data set. Although it is complicated to construct such variables, it is our belief that a substantial amount of judgment is involved in defining variables, and that other analysts should make their own decisions. However, as a guide to users, we have included on the SCF web site a program written in the SAS language that was used to create the variables used in the January 2000 Federal Reserve Bulletin article on the survey. ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- DATA REVIEW ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- A very large amount of time has been spent in searching for errors in the data and resolving those errors. Many seeming inconsistencies are actually in the raw data and appear to have no obvious reconciliation. Our presumption is always that the respondent understood each question and reported accurately, and that the process of transcription and coding did not distort that information. In the relatively small number of cases where other information led us beyond a reasonable doubt of the validity of the data, we have changed data, either by altering values directly or by setting them to missing and imputing them; in all such cases, the shadow variables indicate that we have overridden reported data (for an overview of the extent of data changes, see "Measuring Data Quality In the 1998 Survey of Consumer Finances," Arthur B. Kennickell, August 1999, http://www.federalreserve.gov/pubs/oss/oss2/method.html). We ask our colleagues who use this dataset to help us in finding any remaining resolvable inconsistencies. The imputations are subject to the hierarchical logical constraints, but otherwise they reflect the fundamental inconsistencies in the other data. For example, total income (X5729) in the reported data is often not equal to the sum of the individual components (X5702 etc.), so this constraint is not applied to the imputed data. Variability in the imputations for a variable in a given case, sometimes may be large. This variation is a reflection of the fundamental uncertainty about the value of the item. ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- IMPUTATION ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- Most of the variables that originally contained a missing value code have been imputed. The exceptions include such variables as X6695 (which reports the original number of checking accounts reported by the survey respondent) and X6504 (which is the interviewer's description of the property where the respondent lives). The nature of any missing values may be understood by examining the J-codes associated with the variables. The overwhelming majority of variables that originally contained missing values have been imputed five times by drawing repeatedly from an estimate of the conditional distribution of the data. These imputations are stored as five successive replicates ("implicates") of each data record. Thus, the number of observations in the full dataset (21,545) is five times the actual number of respondents (4,309) (see DISCLOSURE REVIEW below for information on the public version of the dataset). The imputation procedure is described in "Multiple Imputation in the Survey of Consumer Finances" (Arthur B. Kennickell, September 1998, http://www.federalreserve.gov/pubs/oss/oss2/method.html). For a general discussion of multiple imputation and its uses, see MULTIPLE IMPUTATION FOR NONRESPONSE IN SURVEYS by Donald B. Rubin, John Wiley and Sons, 1987. Multiple imputation offers two distinct advantges compared with singly-imputed data. First, because multiple imputation yields multiple outcomes from a random process, it supports more efficient estimation than singly-imputed data. Second, multiple imputation allows users to make straightforward estimates of the degree of uncertainty associated with the missing information. For users who want to estimate only simple statistics such as means and medians ignoring the effects of imputation error on the standard errors of these estimates, it will probably be sufficient to divide the weights by 5. Software to compute means and medians and their associated standard errors with respect to imputation and sampling error is provided in the section on sampling error later in this codebook. Users who want to estimate more complex statistics, particularly regressions, should be cautious in their treatment of the implicates. Many regression packages will treat each of the five implicates as an independent observation and correspondingly inflate the reported significance of results. Users who want to calculate regression estimates, but who have no immediate use for proper significance tests, could either average the dependent and independent values across the implicates or multiply their standard errors by the square root of five. For an easily understandable discussion of multiple imputation in the SCF from a user's point of view, see Catherine Montalto and Jaimie Sung, "Multiple Imputation in the 1992 Survey of Consumer Finances," Financial Counseling and Planning, Volume 7, 1996, pages 133-146 (or on the Internet at http://hec.osu.edu/people/shanna/imput.htm). That article also contains a set of simple SAS macros to use to compute correct standard errors from multiply imputed data. An alternative that is useful for handling the output of general modeling routines is the following set of SAS code: *++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++*; *++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++*; ******************************************************************************; ***** MACRO MISECOMP *****; ******************************************************************************; * MACRO MISECOMP computes standard errors corrected for multiple imputation; * The input may be regression results, or any other results (e.g., probits) that include a point estimate and a standard error estimate for each implicate; * The datasets are named &DSN.1-&DSN&NIMP (where &DSN and &NIMP are defined below); * The form of the input dataset is described above; * Often, it is quite easy to copy output directly from a statistical procedure into the form of this program without deleting extraneous information; * The required input variables are VARN (a name of the statistic of interest in all NIMP datasets), B1-B&NIMP (a working name for the point estimate of interest for each implicate--where the terminal number corresponds to the terminal number of the input dataset), and S1-S&NIMP (a working name for the standard error of the point estimate in each implicate--where the terminal number corresponds to the terminal number of the input dataset; * The parameters of the MACRO are: NIMP: number of implicates (default is 5) DSN: first part of name of each of the NIMP input datasets (e.g., DSN11, DSN12,...,DSN15 could be results for implicates 1-5 for model 1) (default is DSN1i, where "i" ranges from 1 to NIMP) PRNTPR: determines the number of digits of the output data (default is SAS format 10.6); * The output includes three lines for each unique VARN in the input datasets: the final point estimate, the final standard error, and the final t-statistic; ******************************************************************************; * Steps to compute standard errors; * (1) run each model (regressions, probits, etc.) for each of the five implicates separately; * (2) copy the model outputs into program code as described above; /* For example, DATA DSNij; INPUT VARN $ Bi Si; CARDS; data here ; RUN; where "i" ranges over the number of distinct models treated, and "j" ranges over the number of implicates. NOTE: any technique that reads VARN, Bi and Si into the datasets will work. */ * (3) call MISECOMP (MACRO defaults will work correctly for the SCF if the dataset names are DSN11, DSN12, DSN13, DSN14, DSN15); ******************************************************************************; ******************************************************************************; %MACRO MISECOMP(NIMP=5,DSN=DSN1,PRNTPR=10.6); DATA &DSN.1; SET &DSN.1; ORD=_N_; RUN; %DO I=1 %TO &NIMP; PROC SORT DATA=&DSN&I; BY VARN; RUN; %END; DATA ALL; MERGE %DO I=1 %TO &NIMP; &DSN&I %END; ;; BY VARN; ARRAY BMOD {*} %DO I=1 %TO &NIMP; B&I %END;; ARRAY SMOD {*} %DO I=1 %TO &NIMP; S&I %END;; BETA=0; SIGMA=0; ST=0; DO J=1 TO &NIMP; BETA=BMOD{J}+BETA; SIGMA=SMOD{J}**2+SIGMA; END; BETA=BETA/&NIMP; SIGMA=SIGMA/&NIMP; DO I=1 TO &NIMP; ST=ST+(BETA-BMOD{I})**2; END; SIGMA=SQRT(SIGMA+(1+1/5)*ST/(5-1)); TSTAT=BETA/SIGMA; RUN; PROC SORT DATA=ALL; BY ORD; RUN; DATA ALL; SET ALL; PUT VARN @15 BETA &PRNTPR / @15 SIGMA &PRNTPR / @15 TSTAT &PRNTPR; RUN; %MEND MISECOMP; %MISECOMP; ******************************************************************************; ******************************************************************************; *++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++*; *++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++*; ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- DISCUSSION OF RANGE DATA COLLECTION AND J-CODES ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- Since the 1995 SCF, the CAPI program has allowed interviewers a variety of ways to enter partial information (for a detailed description and analysis of range data in the 1995 survey, see "Using Range Techniques with CAPI in the 1995 Survey of Consumer Finances," Arthur B. Kennickell, January 1997, http://www.federalreserve.gov/pubs/oss/oss2/method.html). In the past, we had evidence that some respondents volunteered figures in ranges. Good interviewers have always tried to get respondents to settle on a single "best" figure, but sometimes it may be that there is no firm figure (e.g., the value of a privately-held business may be known only at the point it is actually sold) and probing too far could cause the respondent to answer "don't know" or to refuse to answer. The CAPI program allows for responses to be reported in ranges volunteered by respondents. There is another class of respondents who may not volunteer a range, who do not know (or will not give) an exact figure, but who will give some information about the value. To obtain information from this second group of people, the CAPI program includes two options. First, a respondent who is uncomfortable actually saying an amount may report a letter from a card that specifies a number of ranges. The range card has been used very successfully in earlier waves of the SCF, but CAPI allows the option to be presented consistently. Second, a respondent who declines the use of the range card is asked a series of questions in a "decision tree" that are designed to specify a range. The dollar breaks in the decision trees vary by question (so that, for example, monthly rent is not subject to the same ranges as the value of corporate stock). The computer sequences used for range followup for all dollar values in the survey (known as "DKDOL") are outlined schematically in a section below. It should be noted that interviewers were strongly instructed that a single dollar value is the best answer to each of these questions. Although there is the distinct possibility that respondents may become "trained" in the use of the range questions during the course of the interview (the effect of this training is unclear at present: respondents may tend to report "too many" ranges because they know that they are allowed; alternatively, respondents may learn that it is much quicker to give a single dollar figure), interviewers should be using all of the standard techniques to get respondents to give a single figure where possible. Evidence from the 1995 SCF suggests that this approach dramatically reduces the frequency of "don't know" responses, but it has little effect on refusals. Although the overall proportion of respondents reporting no information is much lower, generally the proportion providing complete response declined. *++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++*; *++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++*; Schematic diagram of sequence used for all dollar questions: Qnn. How much is your [******]? level 1: $________ $___RANGE $______DK $__Refuse |________________| level 2: Confirm Range card Range card? or dollar range? RC DR YES NO/DK Refuse level 3: OUT Letter Upper bound Letter Decision Lower bound tree level 4: OUT Confirm OUT Confirm OUT level 5: OUT OUT (OUT=proceed to next question) At the first level, the respondent has the option of providing a dollar amount (as in the past, interviewers were strongly urged to obtain a single dollar value where possible), volunteering a range, answering "don't know," or refusing to answer. Each of these responses implies a different sequence of questions. In the case of a single dollar figure, the CAPI program displays in words the number the interviewer has typed into the computer and proceeds to the next question. If the respondent volunteers a range, there is an option to report either a range in dollars (and in some cases the upper or lower bound of a range may be missing--e.g., as in the case where a respondent answers "greater than a million dollars") or to give a letter from a range card (the ranges are given below). If the respondent answers "don't know" or refuses to answer, the program will present a request to use the range card. If the respondent is unable to use the range card (answers "no" or "don't know"), the program presents a series of questions known as a "decision tree," which is specified in greater detail below. If the respondent refuses when asked to use the range card, the program proceeds to the next question. The exact question text for this sequence is given below. Because of software limitations, negative ranges presented a special problem. It was not feasible to build in negative ranges directly. As a compromise, interviewers were instructed to collect the ranges in absolute values and record in a comment box available in the program the fact that the range was negative. Text presented to interviewer at level 2 if R volunteers a range: CHOOSE: ENTER LETTER FROM RANGE CARD ENTER LOW END AND HIGH END OF RANGE Text presented to interviewer at level 3 if R volunteers a range and chooses the range card at level 2: ENTER LETTER FROM RANGE CARD: Responses shown on range card: A ...... $1 - $100 B ...... $101 - $500 C ...... $501 - $1,000 D ...... $1,001 - $2,500 E ...... $2,501 - $5,000 F ...... $5,001 - $7,500 G ...... $7,501 - $10,000 H ...... $10,001 - $25,000 I ...... $25,001 - $50,000 J ...... $50,001 - $75,000 K ...... $75,001 - $100,000 L ...... $100,001 - $250,000 M ...... $250,001 - $500,000 N ...... $500,001 - $1 million O ...... $1 million - $5 million P ...... $5 million - $10 million Q ...... $10 million - $25 million R ...... $25 million - $50 million S ...... $50 million - $100 million T ...... More than $100 million Text presented to interviewer at level 3 if R volunteers a range and gives a dollar range at level 2: ENTER LOW END OF RANGE : $___,___,___.00 ENTER HIGH END OF RANGE : $___,___,___.00 Text presented to interviewer at level 2 if R answers DK/Ref at level 1: Can you give me a range from this card? HAND R RANGE CARD. YES NO Text presented to interviewer at level 3 if R answers DK/Ref at level 1 and answers YES at level 2: ENTER LETTER FROM RANGE CARD: Possible card responses shown on range card: See above Decision tree sequence presented to interviewer at level 3 if R answers DK/Ref at level 1 and NO/DK at level 2: CONSIDER THE FOLLOWING 7 NUMBERS WHICH ARE STRICTLY INCREASING IN VALUE: V1, V2, V3, V4, V5, V6, AND V7. RESPONDENTS ARE ASKED A SEQUENCE OF QUESTIONS TO FIND THE INTERVALS DEFINED BY THESE NUMBER A GIVEN VARIABLE FALLS. Q1. Was it V4 dollars or more? YES --> GO TO Q2 NO, DK --> GO TO Q5 Ref --> EXIT Q2. Was it V5 dollars or more? YES --> GO TO Q3 NO, DK, Ref --> EXIT Q3. Was it V6 dollars or more? YES --> GO TO Q4 NO, DK, Ref --> EXIT Q4. Was it V7 dollars or more? YES, NO, DK, Ref --> EXIT Q5. Was it V1 dollars or more? YES --> GO TO Q6 NO, DK, Ref --> EXIT Q6. Was it V2 dollars or more? YES --> GO TO Q7 NO, DK, Ref --> EXIT Q7. Was it V3 dollars or more? YES, NO, DK, Ref --> EXIT To allow for appropriate ranges for all dollar questions, there are eight different versions of the V1 to V7 variables given below. Version V1 V2 V3 V4 V5 V6 V7 1 10,000 100,000 250,000 500,000 1,000,000 5,000,000 10,000,000 2 50,000 100,000 500,000 1,000,000 5,000,000 10,000,000 25,000,000 3 50,000 100,000 150,000 250,000 500,000 1,000,000 5,000,000 4 5,000 25,000 50,000 100,000 250,000 500,000 1,000,000 5 5,000 10,000 25,000 50,000 100,000 250,000 750,000 6 500 1,000 5,000 10,000 25,000 75,000 250,000 7 100 250 500 1,000 2,000 10,000 50,000 8 50 100 250 500 1,000 5,000 10,000 There are 31 possible unique outcomes of each version of each of the 8 versions of the decision tree: 1. Q1=NO, Q5=NO 2. Q1=NO, Q5=DK 3. Q1=NO, Q5=Ref 4. Q1=NO, Q5=YES, Q6=NO 5. Q1=NO, Q5=YES, Q6=DK 6. Q1=NO, Q5=YES, Q6=Ref 7. Q1=NO, Q5=YES, Q6=YES, Q7=NO 8. Q1=NO, Q5=YES, Q6=YES, Q7=DK 9. Q1=NO, Q5=YES, Q6=YES, Q7=Ref 10. Q1=NO, Q5=YES, Q6=YES, Q7=YES 11. Q1=DK, Q5=NO 12. Q1=DK, Q5=DK ---> NOTE: RESULTS IN NO BOUNDING INFORMATION 13. Q1=DK, Q5=Ref ---> NOTE: RESULTS IN NO BOUNDING INFORMATION 14. Q1=DK, Q5=YES, Q6=NO 15. Q1=DK, Q5=YES, Q6=DK 16. Q1=DK, Q5=YES, Q6=Ref 17. Q1=DK, Q5=YES, Q6=YES, Q7=NO 18. Q1=DK, Q5=YES, Q6=YES, Q7=DK 19. Q1=DK, Q5=YES, Q6=YES, Q7=Ref 20. Q1=DK, Q5=YES, Q6=YES, Q7=YES 21. Q1=Ref ---> NOTE: RESULTS IN NO BOUNDING INFORMATION 22. Q1=YES, Q2=NO 23. Q1=YES, Q2=DK 24. Q1=YES, Q2=Ref 25. Q1=YES, Q2=YES, Q3=NO 26. Q1=YES, Q2=YES, Q3=DK 27. Q1=YES, Q2=YES, Q3=Ref 28. Q1=YES, Q2=YES, Q3=YES, Q4=NO 29. Q1=YES, Q2=YES, Q3=YES, Q4=DK 20. Q1=YES, Q2=YES, Q3=YES, Q4=Ref 31. Q1=YES, Q2=YES, Q3=YES, Q4=YES *++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++*; *++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++*; The shadow variables fall into three large groups. Codes of less than 90 indicate that data were not originally missing (or that they could be inferred with high confidence from other information). Codes with an integer value from 90 through 993 indicate that the respondent provided a range response. The extensive form of the paths through the range routines encompasses a large number of outcomes, as is reflected in the number of possible range codes. For the codes that indicate a range response, there may also be a decimal component. A code with a decimal part equal to 0.5 indicates that the initial response that the respondent gave to the associated dollar question was "don't know." In every other case, there should be no decimal component to the shadow variable. Codes of 994 or more indicate that the associated data value is completely missing. There is an important exception to the normal assignment of J-codes. In some cases, it is not known where a reported value should actually be because a higher-order question was missing. In setting up the data, the reported values are put into all possible locations and the variables all retain the J-codes of the reported values. Imputation sets a path through the data, and the values which are imputed to be inapplicable are given a value of zero, even though their J-codes are not necessarily one of the codes for inapplicable data (1, 3 or 14). When columns of a grid need to be shifted after data are removed, the moved variables retain their original J-codes. *++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++*; *++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++*; Definitions of the "J" Variables (1998 version) 0 = Originally reported value. See above for an exception. 1 = Question is inapplicable (e.g., R has no checking account so value of checking account is coded as zero.) NOTE: all values of zero in the dataset are in some sense inapplicable [also see J-code value 14]; reported values of zero are typically stored as -1. 2 = Data moved from another location (e.g., a motorcycle misclassified in the automobile grid moved to the other vehicle grid); data moved from another location and added to data already at the new location (e.g., wage income from spouse reported in independent adult part of section Y added to data reported for R in Section T); data reported in a "mop-up" field that could be directly mapped into the correct final location. These moves and changes may be the result of verbatim responses, interviewer comments, or other information. 3 = CAPI error: resolution yields an inapplicable code. 4 = CAPI error: resolution yields a non-missing (non-range) value. 5 = Indicates a value coded directly by FRB from a verbatim ("other/specify") response or interviewer comments that translate directly into a valid response. Such values indicate the exercise of a bare minimum of judgment in encoding the content of the text data. ("Super-no" corrections are included here.) 6 = Indicates a value coded directly by NORC from a verbatim ("other/specify") response. 8 = variable computed from other non-missing variables. 9 = variable overridden by logically equivalent information to maintain consistency of data (e.g., when type of property is a time share (X1703=25), but R says they own the share alone (X1704=1)--rather than saying that the property is a time share (X1704=5)--then the response to X1704 is changed to 5). 10 = (1) this code applies to variables where part of the value reported was also reported elsewhere and is edited out here (e.g., in the case where the wage income of NPEU member is reported at X6403 and at X5702 along with income of the PEU, the NPEU value is removed from X5702 and J5702=10); (2) this code also applies to higher-order variables that must be reset as a consequence of editing out a lower-order value entirely (e.g., when X6403 and X5702 both contain only the income of the NPEU member, the data are reset as X5701=5, J5701=10, X5702=0 and J5702=14). 13 = Judgmental override of non-missing reported value. 14 = Inapplicable code generated by any data adjustment, (particularly adjustments associated with J-codes 2, 10, 13, 15, 16, and 17). 15 = Non-stochastic imputation of missing data (typically based at least in part on other, non-codeable data). 16 = Override of reported data based on comment/verbatim information or information from another question (e.g., X7360) (other than codes 2, 5, and 13). Assigment of this value requires both text (verbatim/comment) data and significant judgment, or substantial structural information from other reported values together with judgment. 17 = Value of originally missing data item implied by/computed from other variable(s). Relatively more judgement is implied by this code than a code 8. 25 = This code is used only for the make/model of vehicles. If either the make or the model (but not both) was originally missing, but there was sufficient information to approximate the value of the vehicle, this code is assigned. 30 = This code indicates that the respondent originally offered to provide a dollar range but when the upper and lower bounds of the range were asked, a single non-zero value was given for both the upper and lower bounds. ALL RESPONSES THAT FOLLOW HAVE AT LEAST SOME MISSING INFORMATION 90 = Bounding information available based on summary information provided by respondent (typically, if a R does not know information about items beyond a certain number in a set of detailed questions about a larger number of such items, the R is asked one or a number of summary questions about all remaining instances). 91 = Same as 90, but R gave range data for the summary information. RANGE RESPONSES: POSITIVE RANGES DECISION TREE RESPONSES THAT RESULTED IN A BOUND FOR POSITIVE NUMBERS (NOTE: for decision tree codes, responses that resulted in no usable bounding information are collected separately below) '*' indicates an open-ended interval NOTE: for J-code outcomes from 101-878, 921-940, and 971-990, .5 is added to the J-code if the original response was DK 101=Decision tree response, version 1: outcome 1 (*,<=V1) 102=Decision tree response, version 1: outcome 2 (*,<=V4) 103=Decision tree response, version 1: outcome 3 (*,<=V4) 104=Decision tree response, version 1: outcome 4 (>V1,<=V2 105=Decision tree response, version 1: outcome 5 (>V1,<=V4) 106=Decision tree response, version 1: outcome 6 (>V1,<=V4) 107=Decision tree response, version 1: outcome 7 (>V2,<=V3) 108=Decision tree response, version 1: outcome 8 (>V2,<=V4) 109=Decision tree response, version 1: outcome 9 (>V2,<=V4) 110=Decision tree response, version 1: outcome 10 (>V3,<=V4) 111=Decision tree response, version 1: outcome 11 (*,<=V1) 112=Decision tree response, version 1: outcome 14 (V1,V2) 113=Decision tree response, version 1: outcome 15 (>V1,*) 114=Decision tree response, version 1: outcome 16 (>V1,*) 115=Decision tree response, version 1: outcome 17 (>V2,<=V3) 116=Decision tree response, version 1: outcome 18 (>V2,*) 117=Decision tree response, version 1: outcome 19 (>V2,*) 118=Decision tree response, version 1: outcome 20 (>V3,*) 119=Decision tree response, version 1: outcome 22 (>V4,<=V5) 120=Decision tree response, version 1: outcome 23 (>V4,*) 121=Decision tree response, version 1: outcome 24 (>V4,*) 122=Decision tree response, version 1: outcome 25 (>V5,<=V6) 123=Decision tree response, version 1: outcome 26 (>V5,*) 124=Decision tree response, version 1: outcome 27 (>V5,*) 125=Decision tree response, version 1: outcome 28 (>V6,<=V7) 126=Decision tree response, version 1: outcome 29 (>V6,*) 127=Decision tree response, version 1: outcome 30 (>V6,*) 128=Decision tree response, version 1: outcome 31 (>V7,*) 201=Decision tree response, version 2: outcome 1 (*,<=V1) 202=Decision tree response, version 2: outcome 2 (*,<=V4) 203=Decision tree response, version 2: outcome 3 (*,<=V4) 204=Decision tree response, version 2: outcome 4 (>V1,<=V2 205=Decision tree response, version 2: outcome 5 (>V1,<=V4) 206=Decision tree response, version 2: outcome 6 (>V1,<=V4) 207=Decision tree response, version 2: outcome 7 (>V2,<=V3) 208=Decision tree response, version 2: outcome 8 (>V2,<=V4) 209=Decision tree response, version 2: outcome 9 (>V2,<=V4) 210=Decision tree response, version 2: outcome 10 (>V3,<=V4) 211=Decision tree response, version 2: outcome 11 (*,<=V1) 212=Decision tree response, version 2: outcome 14 (V1,V2) 213=Decision tree response, version 2: outcome 15 (>V1,*) 214=Decision tree response, version 2: outcome 16 (>V1,*) 215=Decision tree response, version 2: outcome 17 (>V2,<=V3) 216=Decision tree response, version 2: outcome 18 (>V2,*) 217=Decision tree response, version 2: outcome 19 (>V2,*) 218=Decision tree response, version 2: outcome 20 (>V3,*) 219=Decision tree response, version 2: outcome 22 (>V4,<=V5) 220=Decision tree response, version 2: outcome 23 (>V4,*) 221=Decision tree response, version 2: outcome 24 (>V4,*) 222=Decision tree response, version 2: outcome 25 (>V5,<=V6) 223=Decision tree response, version 2: outcome 26 (>V5,*) 224=Decision tree response, version 2: outcome 27 (>V5,*) 225=Decision tree response, version 2: outcome 28 (>V6,<=V7) 226=Decision tree response, version 2: outcome 29 (>V6,*) 227=Decision tree response, version 2: outcome 30 (>V6,*) 228=Decision tree response, version 2: outcome 31 (>V7,*) 301=Decision tree response, version 3: outcome 1 (*,<=V1) 302=Decision tree response, version 3: outcome 2 (*,<=V4) 303=Decision tree response, version 3: outcome 3 (*,<=V4) 304=Decision tree response, version 3: outcome 4 (>V1,<=V2 305=Decision tree response, version 3: outcome 5 (>V1,<=V4) 306=Decision tree response, version 3: outcome 6 (>V1,<=V4) 307=Decision tree response, version 3: outcome 7 (>V2,<=V3) 308=Decision tree response, version 3: outcome 8 (>V2,<=V4) 309=Decision tree response, version 3: outcome 9 (>V2,<=V4) 310=Decision tree response, version 3: outcome 10 (>V3,<=V4) 311=Decision tree response, version 3: outcome 11 (*,<=V1) 312=Decision tree response, version 3: outcome 14 (V1,V2) 313=Decision tree response, version 3: outcome 15 (>V1,*) 314=Decision tree response, version 3: outcome 16 (>V1,*) 315=Decision tree response, version 3: outcome 17 (>V2,<=V3) 316=Decision tree response, version 3: outcome 18 (>V2,*) 317=Decision tree response, version 3: outcome 19 (>V2,*) 318=Decision tree response, version 3: outcome 20 (>V3,*) 319=Decision tree response, version 3: outcome 22 (>V4,<=V5) 320=Decision tree response, version 3: outcome 23 (>V4,*) 321=Decision tree response, version 3: outcome 24 (>V4,*) 322=Decision tree response, version 3: outcome 25 (>V5,<=V6) 323=Decision tree response, version 3: outcome 26 (>V5,*) 324=Decision tree response, version 3: outcome 27 (>V5,*) 325=Decision tree response, version 3: outcome 28 (>V6,<=V7) 326=Decision tree response, version 3: outcome 29 (>V6,*) 327=Decision tree response, version 3: outcome 30 (>V6,*) 328=Decision tree response, version 3: outcome 31 (>V7,*) 401=Decision tree response, version 4: outcome 1 (*,<=V1) 402=Decision tree response, version 4: outcome 2 (*,<=V4) 403=Decision tree response, version 4: outcome 3 (*,<=V4) 404=Decision tree response, version 4: outcome 4 (>V1,<=V2 405=Decision tree response, version 4: outcome 5 (>V1,<=V4) 406=Decision tree response, version 4: outcome 6 (>V1,<=V4) 407=Decision tree response, version 4: outcome 7 (>V2,<=V3) 408=Decision tree response, version 4: outcome 8 (>V2,<=V4) 409=Decision tree response, version 4: outcome 9 (>V2,<=V4) 410=Decision tree response, version 4: outcome 10 (>V3,<=V4) 411=Decision tree response, version 4: outcome 11 (*,<=V1) 412=Decision tree response, version 4: outcome 14 (V1,V2) 413=Decision tree response, version 4: outcome 15 (>V1,*) 414=Decision tree response, version 4: outcome 16 (>V1,*) 415=Decision tree response, version 4: outcome 17 (>V2,<=V3) 416=Decision tree response, version 4: outcome 18 (>V2,*) 417=Decision tree response, version 4: outcome 19 (>V2,*) 418=Decision tree response, version 4: outcome 20 (>V3,*) 419=Decision tree response, version 4: outcome 22 (>V4,<=V5) 420=Decision tree response, version 4: outcome 23 (>V4,*) 421=Decision tree response, version 4: outcome 24 (>V4,*) 422=Decision tree response, version 4: outcome 25 (>V5,<=V6) 423=Decision tree response, version 4: outcome 26 (>V5,*) 424=Decision tree response, version 4: outcome 27 (>V5,*) 425=Decision tree response, version 4: outcome 28 (>V6,<=V7) 426=Decision tree response, version 4: outcome 29 (>V6,*) 427=Decision tree response, version 4: outcome 30 (>V6,*) 428=Decision tree response, version 4: outcome 31 (>V7,*) 501=Decision tree response, version 5: outcome 1 (*,<=V1) 502=Decision tree response, version 5: outcome 2 (*,<=V4) 503=Decision tree response, version 5: outcome 3 (*,<=V4) 504=Decision tree response, version 5: outcome 4 (>V1,<=V2 505=Decision tree response, version 5: outcome 5 (>V1,<=V4) 506=Decision tree response, version 5: outcome 6 (>V1,<=V4) 507=Decision tree response, version 5: outcome 7 (>V2,<=V3) 508=Decision tree response, version 5: outcome 8 (>V2,<=V4) 509=Decision tree response, version 5: outcome 9 (>V2,<=V4) 510=Decision tree response, version 5: outcome 10 (>V3,<=V4) 511=Decision tree response, version 5: outcome 11 (*,<=V1) 512=Decision tree response, version 5: outcome 14 (V1,V2) 513=Decision tree response, version 5: outcome 15 (>V1,*) 514=Decision tree response, version 5: outcome 16 (>V1,*) 515=Decision tree response, version 5: outcome 17 (>V2,<=V3) 516=Decision tree response, version 5: outcome 18 (>V2,*) 517=Decision tree response, version 5: outcome 19 (>V2,*) 518=Decision tree response, version 5: outcome 20 (>V3,*) 519=Decision tree response, version 5: outcome 22 (>V4,<=V5) 520=Decision tree response, version 5: outcome 23 (>V4,*) 521=Decision tree response, version 5: outcome 24 (>V4,*) 522=Decision tree response, version 5: outcome 25 (>V5,<=V6) 523=Decision tree response, version 5: outcome 26 (>V5,*) 524=Decision tree response, version 5: outcome 27 (>V5,*) 525=Decision tree response, version 5: outcome 28 (>V6,<=V7) 526=Decision tree response, version 5: outcome 29 (>V6,*) 527=Decision tree response, version 5: outcome 30 (>V6,*) 528=Decision tree response, version 5: outcome 31 (>V7,*) 601=Decision tree response, version 6: outcome 1 (*,<=V1) 602=Decision tree response, version 6: outcome 2 (*,<=V4) 603=Decision tree response, version 6: outcome 3 (*,<=V4) 604=Decision tree response, version 6: outcome 4 (>V1,<=V2 605=Decision tree response, version 6: outcome 5 (>V1,<=V4) 606=Decision tree response, version 6: outcome 6 (>V1,<=V4) 607=Decision tree response, version 6: outcome 7 (>V2,<=V3) 608=Decision tree response, version 6: outcome 8 (>V2,<=V4) 609=Decision tree response, version 6: outcome 9 (>V2,<=V4) 610=Decision tree response, version 6: outcome 10 (>V3,<=V4) 611=Decision tree response, version 6: outcome 11 (*,<=V1) 612=Decision tree response, version 6: outcome 14 (V1,V2) 613=Decision tree response, version 6: outcome 15 (>V1,*) 614=Decision tree response, version 6: outcome 16 (>V1,*) 615=Decision tree response, version 6: outcome 17 (>V2,<=V3) 616=Decision tree response, version 6: outcome 18 (>V2,*) 617=Decision tree response, version 6: outcome 19 (>V2,*) 618=Decision tree response, version 6: outcome 20 (>V3,*) 619=Decision tree response, version 6: outcome 22 (>V4,<=V5) 620=Decision tree response, version 6: outcome 23 (>V4,*) 621=Decision tree response, version 6: outcome 24 (>V4,*) 622=Decision tree response, version 6: outcome 25 (>V5,<=V6) 623=Decision tree response, version 6: outcome 26 (>V5,*) 624=Decision tree response, version 6: outcome 27 (>V5,*) 625=Decision tree response, version 6: outcome 28 (>V6,<=V7) 626=Decision tree response, version 6: outcome 29 (>V6,*) 627=Decision tree response, version 6: outcome 30 (>V6,*) 628=Decision tree response, version 6: outcome 31 (>V7,*) 701=Decision tree response, version 7: outcome 1 (*,<=V1) 702=Decision tree response, version 7: outcome 2 (*,<=V4) 703=Decision tree response, version 7: outcome 3 (*,<=V4) 704=Decision tree response, version 7: outcome 4 (>V1,<=V2 705=Decision tree response, version 7: outcome 5 (>V1,<=V4) 706=Decision tree response, version 7: outcome 6 (>V1,<=V4) 707=Decision tree response, version 7: outcome 7 (>V2,<=V3) 708=Decision tree response, version 7: outcome 8 (>V2,<=V4) 709=Decision tree response, version 7: outcome 9 (>V2,<=V4) 710=Decision tree response, version 7: outcome 10 (>V3,<=V4) 711=Decision tree response, version 7: outcome 11 (*,<=V1) 712=Decision tree response, version 7: outcome 14 (V1,V2) 713=Decision tree response, version 7: outcome 15 (>V1,*) 714=Decision tree response, version 7: outcome 16 (>V1,*) 715=Decision tree response, version 7: outcome 17 (>V2,<=V3) 716=Decision tree response, version 7: outcome 18 (>V2,*) 717=Decision tree response, version 7: outcome 19 (>V2,*) 718=Decision tree response, version 7: outcome 20 (>V3,*) 719=Decision tree response, version 7: outcome 22 (>V4,<=V5) 720=Decision tree response, version 7: outcome 23 (>V4,*) 721=Decision tree response, version 7: outcome 24 (>V4,*) 722=Decision tree response, version 7: outcome 25 (>V5,<=V6) 723=Decision tree response, version 7: outcome 26 (>V5,*) 724=Decision tree response, version 7: outcome 27 (>V5,*) 725=Decision tree response, version 7: outcome 28 (>V6,<=V7) 726=Decision tree response, version 7: outcome 29 (>V6,*) 727=Decision tree response, version 7: outcome 30 (>V6,*) 728=Decision tree response, version 7: outcome 31 (>V7,*) 801=Decision tree response, version 8: outcome 1 (*,<=V1) 802=Decision tree response, version 8: outcome 2 (*,<=V4) 803=Decision tree response, version 8: outcome 3 (*,<=V4) 804=Decision tree response, version 8: outcome 4 (>V1,<=V2 805=Decision tree response, version 8: outcome 5 (>V1,<=V4) 806=Decision tree response, version 8: outcome 6 (>V1,<=V4) 807=Decision tree response, version 8: outcome 7 (>V2,<=V3) 808=Decision tree response, version 8: outcome 8 (>V2,<=V4) 809=Decision tree response, version 8: outcome 9 (>V2,<=V4) 810=Decision tree response, version 8: outcome 10 (>V3,<=V4) 811=Decision tree response, version 8: outcome 11 (*,<=V1) 812=Decision tree response, version 8: outcome 14 (V1,V2) 813=Decision tree response, version 8: outcome 15 (>V1,*) 814=Decision tree response, version 8: outcome 16 (>V1,*) 815=Decision tree response, version 8: outcome 17 (>V2,<=V3) 816=Decision tree response, version 8: outcome 18 (>V2,*) 817=Decision tree response, version 8: outcome 19 (>V2,*) 818=Decision tree response, version 8: outcome 20 (>V3,*) 819=Decision tree response, version 8: outcome 22 (>V4,<=V5) 820=Decision tree response, version 8: outcome 23 (>V4,*) 821=Decision tree response, version 8: outcome 24 (>V4,*) 822=Decision tree response, version 8: outcome 25 (>V5,<=V6) 823=Decision tree response, version 8: outcome 26 (>V5,*) 824=Decision tree response, version 8: outcome 27 (>V5,*) 825=Decision tree response, version 8: outcome 28 (>V6,<=V7) 826=Decision tree response, version 8: outcome 29 (>V6,*) 827=Decision tree response, version 8: outcome 30 (>V6,*) 828=Decision tree response, version 8: outcome 31 (>V7,*) RANGE CARD RESPONSES FOR POSITIVE NUMBERS 901=Range card response via [F9]: range A. $1 to $100 902=Range card response via [F9]: range B. $101 to $500 903=Range card response via [F9]: range C. $501 to $1,000 904=Range card response via [F9]: range D. $1,001 to $2,500 905=Range card response via [F9]: range E. $2,501 to $5,000 906=Range card response via [F9]: range F. $5,001 to $7,500 907=Range card response via [F9]: range G. $7,501 to $10,000 908=Range card response via [F9]: range H. $10,001 to $25,000 909=Range card response via [F9]: range I. $25,001 to $50,000 910=Range card response via [F9]: range J. $50,001 to $75,000 911=Range card response via [F9]: range K. $75,001 to $100,000 912=Range card response via [F9]: range L. $100,001 to $250,000 913=Range card response via [F9]: range M. $250,001 to $500,000 914=Range card response via [F9]: range N. $500,001 to $1,000,000 915=Range card response via [F9]: range O. $1,000,001 to $5,000,000 916=Range card response via [F9]: range P. $5,000,001 to $10,000,000 917=Range card response via [F9]: range Q. $10,000,001 to $25,000,000 918=Range card response via [F9]: range R. $25,000,001 to $50,000,000 919=Range card response via [F9]: range S. $50,000,001 to $100,000,000 920=Range card response via [F9]: range T. More than $100,000,000 921=Range card response via DKDOL: range A. $1 to $100 922=Range card response via DKDOL: range B. $101 to $500 923=Range card response via DKDOL: range C. $501 to $1,000 924=Range card response via DKDOL: range D. $1,001 to $2,500 925=Range card response via DKDOL: range E. $2,501 to $5,000 926=Range card response via DKDOL: range F. $5,001 to $7,500 927=Range card response via DKDOL: range G. $7,501 to $10,000 928=Range card response via DKDOL: range H. $10,001 to $25,000 929=Range card response via DKDOL: range I. $25,001 to $50,000 930=Range card response via DKDOL: range J. $50,001 to $75,000 931=Range card response via DKDOL: range K. $75,001 to $100,000 932=Range card response via DKDOL: range L. $100,001 to $250,000 933=Range card response via DKDOL: range M. $250,001 to $500,000 934=Range card response via DKDOL: range N. $500,001 to $1,000,000 935=Range card response via DKDOL: range O. $1,000,001 to $5,000,000 936=Range card response via DKDOL: range P. $5,000,001 to $10,000,000 937=Range card response via DKDOL: range Q. $10,000,001 to $25,000,000 938=Range card response via DKDOL: range R. $25,000,001 to $50,000,000 939=Range card response via DKDOL: range S. $50,000,001 to $100,000,000 940=Range card response via DKDOL: range T. More than $100,000,000 RESPONDENT-PROVIDED DOLLAR RANGE FOR POSITIVE NUMBERS 941=Upper and lower bounds given 942=Upper bound given, lower bound missing 943=Lower bound given, upper bound missing INTERVIEW COMMENT INDICATES THAT RANGES ARE NEGATIVE DECISION TREE RESPONSES THAT RESULTED IN A BOUND FOR NEGATIVE NUMBERS (NOTE: for decision tree codes, responses that resulted in no usable bounding information are collected separately below) 151=Decision tree response, version 1: outcome 1 (negative value) 152=Decision tree response, version 1: outcome 2 (negative value) 153=Decision tree response, version 1: outcome 3 (negative value) 154=Decision tree response, version 1: outcome 4 (negative value) 155=Decision tree response, version 1: outcome 5 (negative value) 156=Decision tree response, version 1: outcome 6 (negative value) 157=Decision tree response, version 1: outcome 7 (negative value) 158=Decision tree response, version 1: outcome 8 (negative value) 159=Decision tree response, version 1: outcome 9 (negative value) 160=Decision tree response, version 1: outcome 10 (negative value) 161=Decision tree response, version 1: outcome 11 (negative value) 162=Decision tree response, version 1: outcome 14 (negative value) 163=Decision tree response, version 1: outcome 15 (negative value) 164=Decision tree response, version 1: outcome 16 (negative value) 165=Decision tree response, version 1: outcome 17 (negative value) 166=Decision tree response, version 1: outcome 18 (negative value) 167=Decision tree response, version 1: outcome 19 (negative value) 168=Decision tree response, version 1: outcome 20 (negative value) 169=Decision tree response, version 1: outcome 22 (negative value) 170=Decision tree response, version 1: outcome 23 (negative value) 171=Decision tree response, version 1: outcome 24 (negative value) 172=Decision tree response, version 1: outcome 25 (negative value) 173=Decision tree response, version 1: outcome 26 (negative value) 174=Decision tree response, version 1: outcome 27 (negative value) 175=Decision tree response, version 1: outcome 28 (negative value) 176=Decision tree response, version 1: outcome 29 (negative value) 177=Decision tree response, version 1: outcome 30 (negative value) 178=Decision tree response, version 1: outcome 31 (negative value) 251=Decision tree response, version 2: outcome 1 (negative value) 252=Decision tree response, version 2: outcome 2 (negative value) 253=Decision tree response, version 2: outcome 3 (negative value) 254=Decision tree response, version 2: outcome 4 (negative value) 255=Decision tree response, version 2: outcome 5 (negative value) 256=Decision tree response, version 2: outcome 6 (negative value) 257=Decision tree response, version 2: outcome 7 (negative value) 258=Decision tree response, version 2: outcome 8 (negative value) 259=Decision tree response, version 2: outcome 9 (negative value) 260=Decision tree response, version 2: outcome 10 (negative value) 261=Decision tree response, version 2: outcome 11 (negative value) 262=Decision tree response, version 2: outcome 14 (negative value) 263=Decision tree response, version 2: outcome 15 (negative value) 264=Decision tree response, version 2: outcome 16 (negative value) 265=Decision tree response, version 2: outcome 17 (negative value) 266=Decision tree response, version 2: outcome 18 (negative value) 267=Decision tree response, version 2: outcome 19 (negative value) 268=Decision tree response, version 2: outcome 20 (negative value) 269=Decision tree response, version 2: outcome 22 (negative value) 270=Decision tree response, version 2: outcome 23 (negative value) 271=Decision tree response, version 2: outcome 24 (negative value) 272=Decision tree response, version 2: outcome 25 (negative value) 273=Decision tree response, version 2: outcome 26 (negative value) 274=Decision tree response, version 2: outcome 27 (negative value) 275=Decision tree response, version 2: outcome 28 (negative value) 276=Decision tree response, version 2: outcome 29 (negative value) 277=Decision tree response, version 2: outcome 30 (negative value) 278=Decision tree response, version 2: outcome 31 (negative value) 351=Decision tree response, version 3: outcome 1 (negative value) 352=Decision tree response, version 3: outcome 2 (negative value) 353=Decision tree response, version 3: outcome 3 (negative value) 354=Decision tree response, version 3: outcome 4 (negative value) 355=Decision tree response, version 3: outcome 5 (negative value) 356=Decision tree response, version 3: outcome 6 (negative value) 357=Decision tree response, version 3: outcome 7 (negative value) 358=Decision tree response, version 3: outcome 8 (negative value) 359=Decision tree response, version 3: outcome 9 (negative value) 360=Decision tree response, version 3: outcome 10 (negative value) 361=Decision tree response, version 3: outcome 11 (negative value) 362=Decision tree response, version 3: outcome 14 (negative value) 363=Decision tree response, version 3: outcome 15 (negative value) 364=Decision tree response, version 3: outcome 16 (negative value) 365=Decision tree response, version 3: outcome 17 (negative value) 366=Decision tree response, version 3: outcome 18 (negative value) 367=Decision tree response, version 3: outcome 19 (negative value) 368=Decision tree response, version 3: outcome 20 (negative value) 369=Decision tree response, version 3: outcome 22 (negative value) 370=Decision tree response, version 3: outcome 23 (negative value) 371=Decision tree response, version 3: outcome 24 (negative value) 372=Decision tree response, version 3: outcome 25 (negative value) 373=Decision tree response, version 3: outcome 26 (negative value) 374=Decision tree response, version 3: outcome 27 (negative value) 375=Decision tree response, version 3: outcome 28 (negative value) 376=Decision tree response, version 3: outcome 29 (negative value) 377=Decision tree response, version 3: outcome 30 (negative value) 378=Decision tree response, version 3: outcome 31 (negative value) 451=Decision tree response, version 4: outcome 1 (negative value) 452=Decision tree response, version 4: outcome 2 (negative value) 453=Decision tree response, version 4: outcome 3 (negative value) 454=Decision tree response, version 4: outcome 4 (negative value) 455=Decision tree response, version 4: outcome 5 (negative value) 456=Decision tree response, version 4: outcome 6 (negative value) 457=Decision tree response, version 4: outcome 7 (negative value) 458=Decision tree response, version 4: outcome 8 (negative value) 459=Decision tree response, version 4: outcome 9 (negative value) 460=Decision tree response, version 4: outcome 10 (negative value) 461=Decision tree response, version 4: outcome 11 (negative value) 462=Decision tree response, version 4: outcome 14 (negative value) 463=Decision tree response, version 4: outcome 15 (negative value) 464=Decision tree response, version 4: outcome 16 (negative value) 465=Decision tree response, version 4: outcome 17 (negative value) 466=Decision tree response, version 4: outcome 18 (negative value) 467=Decision tree response, version 4: outcome 19 (negative value) 468=Decision tree response, version 4: outcome 20 (negative value) 469=Decision tree response, version 4: outcome 22 (negative value) 470=Decision tree response, version 4: outcome 23 (negative value) 471=Decision tree response, version 4: outcome 24 (negative value) 472=Decision tree response, version 4: outcome 25 (negative value) 473=Decision tree response, version 4: outcome 26 (negative value) 474=Decision tree response, version 4: outcome 27 (negative value) 475=Decision tree response, version 4: outcome 28 (negative value) 476=Decision tree response, version 4: outcome 29 (negative value) 477=Decision tree response, version 4: outcome 30 (negative value) 478=Decision tree response, version 4: outcome 31 (negative value) 551=Decision tree response, version 5: outcome 1 (negative value) 552=Decision tree response, version 5: outcome 2 (negative value) 553=Decision tree response, version 5: outcome 3 (negative value) 554=Decision tree response, version 5: outcome 4 (negative value) 555=Decision tree response, version 5: outcome 5 (negative value) 556=Decision tree response, version 5: outcome 6 (negative value) 557=Decision tree response, version 5: outcome 7 (negative value) 558=Decision tree response, version 5: outcome 8 (negative value) 559=Decision tree response, version 5: outcome 9 (negative value) 560=Decision tree response, version 5: outcome 10 (negative value) 561=Decision tree response, version 5: outcome 11 (negative value) 562=Decision tree response, version 5: outcome 14 (negative value) 563=Decision tree response, version 5: outcome 15 (negative value) 564=Decision tree response, version 5: outcome 16 (negative value) 565=Decision tree response, version 5: outcome 17 (negative value) 566=Decision tree response, version 5: outcome 18 (negative value) 567=Decision tree response, version 5: outcome 19 (negative value) 568=Decision tree response, version 5: outcome 20 (negative value) 569=Decision tree response, version 5: outcome 22 (negative value) 570=Decision tree response, version 5: outcome 23 (negative value) 571=Decision tree response, version 5: outcome 24 (negative value) 572=Decision tree response, version 5: outcome 25 (negative value) 573=Decision tree response, version 5: outcome 26 (negative value) 574=Decision tree response, version 5: outcome 27 (negative value) 575=Decision tree response, version 5: outcome 28 (negative value) 576=Decision tree response, version 5: outcome 29 (negative value) 577=Decision tree response, version 5: outcome 30 (negative value) 578=Decision tree response, version 5: outcome 31 (negative value) 651=Decision tree response, version 6: outcome 1 (negative value) 652=Decision tree response, version 6: outcome 2 (negative value) 653=Decision tree response, version 6: outcome 3 (negative value) 654=Decision tree response, version 6: outcome 4 (negative value) 655=Decision tree response, version 6: outcome 5 (negative value) 656=Decision tree response, version 6: outcome 6 (negative value) 657=Decision tree response, version 6: outcome 7 (negative value) 658=Decision tree response, version 6: outcome 8 (negative value) 659=Decision tree response, version 6: outcome 9 (negative value) 660=Decision tree response, version 6: outcome 10 (negative value) 661=Decision tree response, version 6: outcome 11 (negative value) 662=Decision tree response, version 6: outcome 14 (negative value) 663=Decision tree response, version 6: outcome 15 (negative value) 664=Decision tree response, version 6: outcome 16 (negative value) 665=Decision tree response, version 6: outcome 17 (negative value) 666=Decision tree response, version 6: outcome 18 (negative value) 667=Decision tree response, version 6: outcome 19 (negative value) 668=Decision tree response, version 6: outcome 20 (negative value) 669=Decision tree response, version 6: outcome 22 (negative value) 670=Decision tree response, version 6: outcome 23 (negative value) 671=Decision tree response, version 6: outcome 24 (negative value) 672=Decision tree response, version 6: outcome 25 (negative value) 673=Decision tree response, version 6: outcome 26 (negative value) 674=Decision tree response, version 6: outcome 27 (negative value) 675=Decision tree response, version 6: outcome 28 (negative value) 676=Decision tree response, version 6: outcome 29 (negative value) 677=Decision tree response, version 6: outcome 30 (negative value) 678=Decision tree response, version 6: outcome 31 (negative value) 751=Decision tree response, version 7: outcome 1 (negative value) 752=Decision tree response, version 7: outcome 2 (negative value) 753=Decision tree response, version 7: outcome 3 (negative value) 754=Decision tree response, version 7: outcome 4 (negative value) 755=Decision tree response, version 7: outcome 5 (negative value) 756=Decision tree response, version 7: outcome 6 (negative value) 757=Decision tree response, version 7: outcome 7 (negative value) 758=Decision tree response, version 7: outcome 8 (negative value) 759=Decision tree response, version 7: outcome 9 (negative value) 760=Decision tree response, version 7: outcome 10 (negative value) 761=Decision tree response, version 7: outcome 11 (negative value) 762=Decision tree response, version 7: outcome 14 (negative value) 763=Decision tree response, version 7: outcome 15 (negative value) 764=Decision tree response, version 7: outcome 16 (negative value) 765=Decision tree response, version 7: outcome 17 (negative value) 766=Decision tree response, version 7: outcome 18 (negative value) 767=Decision tree response, version 7: outcome 19 (negative value) 768=Decision tree response, version 7: outcome 20 (negative value) 769=Decision tree response, version 7: outcome 22 (negative value) 770=Decision tree response, version 7: outcome 23 (negative value) 771=Decision tree response, version 7: outcome 24 (negative value) 772=Decision tree response, version 7: outcome 25 (negative value) 773=Decision tree response, version 7: outcome 26 (negative value) 774=Decision tree response, version 7: outcome 27 (negative value) 775=Decision tree response, version 7: outcome 28 (negative value) 776=Decision tree response, version 7: outcome 29 (negative value) 777=Decision tree response, version 7: outcome 30 (negative value) 778=Decision tree response, version 7: outcome 31 (negative value) 851=Decision tree response, version 8: outcome 1 (negative value) 852=Decision tree response, version 8: outcome 2 (negative value) 853=Decision tree response, version 8: outcome 3 (negative value) 854=Decision tree response, version 8: outcome 4 (negative value) 855=Decision tree response, version 8: outcome 5 (negative value) 856=Decision tree response, version 8: outcome 6 (negative value) 857=Decision tree response, version 8: outcome 7 (negative value) 858=Decision tree response, version 8: outcome 8 (negative value) 859=Decision tree response, version 8: outcome 9 (negative value) 860=Decision tree response, version 8: outcome 10 (negative value) 861=Decision tree response, version 8: outcome 11 (negative value) 862=Decision tree response, version 8: outcome 14 (negative value) 863=Decision tree response, version 8: outcome 15 (negative value) 864=Decision tree response, version 8: outcome 16 (negative value) 865=Decision tree response, version 8: outcome 17 (negative value) 866=Decision tree response, version 8: outcome 18 (negative value) 867=Decision tree response, version 8: outcome 19 (negative value) 868=Decision tree response, version 8: outcome 20 (negative value) 869=Decision tree response, version 8: outcome 22 (negative value) 870=Decision tree response, version 8: outcome 23 (negative value) 871=Decision tree response, version 8: outcome 24 (negative value) 872=Decision tree response, version 8: outcome 25 (negative value) 873=Decision tree response, version 8: outcome 26 (negative value) 874=Decision tree response, version 8: outcome 27 (negative value) 875=Decision tree response, version 8: outcome 28 (negative value) 876=Decision tree response, version 8: outcome 29 (negative value) 877=Decision tree response, version 8: outcome 30 (negative value) 878=Decision tree response, version 8: outcome 31 (negative value) RANGE CARD RESPONSES FOR NEGATIVE NUMBERS 951=Range card response via [F9]: range A. -$1 to -$100 952=Range card response via [F9]: range B. -$101 to -$500 953=Range card response via [F9]: range C. -$501 to -$1,000 954=Range card response via [F9]: range D. -$1,001 to -$2,500 955=Range card response via [F9]: range E. -$2,501 to -$5,000 956=Range card response via [F9]: range F. -$5,001 to -$7,500 957=Range card response via [F9]: range G. -$7,501 to -$10,000 958=Range card response via [F9]: range H. -$10,001 to -$25,000 959=Range card response via [F9]: range I. -$25,001 to -$50,000 960=Range card response via [F9]: range J. -$50,001 to -$75,000 961=Range card response via [F9]: range K. -$75,001 to -$100,000 962=Range card response via [F9]: range L. -$100,001 to -$250,000 963=Range card response via [F9]: range M. -$250,001 to -$500,000 964=Range card response via [F9]: range N. -$500,001 to -$1,000,000 965=Range card response via [F9]: range O. -$1,000,001 to -$5,000,000 966=Range card response via [F9]: range P. -$5,000,001 to -$10,000,000 967=Range card response via [F9]: range Q. -$10,000,001 to -$25,000,000 968=Range card response via [F9]: range R. -$25,000,001 to -$50,000,000 969=Range card response via [F9]: range S. -$50,000,001 to -$100,000,000 970=Range card response via [F9]: range T. Less than -$100,000,000 971=Range card response via DKDOL: range A. -$1 to -$100 972=Range card response via DKDOL: range B. -$101 to -$500 973=Range card response via DKDOL: range C. -$501 to -$1,000 974=Range card response via DKDOL: range D. -$1,001 to -$2,500 975=Range card response via DKDOL: range E. -$2,501 to -$5,000 976=Range card response via DKDOL: range F. -$5,001 to -$7,500 977=Range card response via DKDOL: range G. -$7,501 to -$10,000 978=Range card response via DKDOL: range H. -$10,001 to -$25,000 979=Range card response via DKDOL: range I. -$25,001 to -$50,000 980=Range card response via DKDOL: range J. -$50,001 to -$75,000 981=Range card response via DKDOL: range K. -$75,001 to -$100,000 982=Range card response via DKDOL: range L. -$100,001 to -$250,000 983=Range card response via DKDOL: range M. -$250,001 to -$500,000 984=Range card response via DKDOL: range N. -$500,001 to -$1,000,000 985=Range card response via DKDOL: range O. -$1,000,001 to -$5,000,000 986=Range card response via DKDOL: range P. -$5,000,001 to -$10,000,000 987=Range card response via DKDOL: range Q. -$10,000,001 to -$25,000,000 988=Range card response via DKDOL: range R. -$25,000,001 to -$50,000,000 989=Range card response via DKDOL: range S. -$50,000,001 to -$100,000,000 990=Range card response via DKDOL: range T. Less than -$100,000,000 RESPONDENT-PROVIDED DOLLAR RANGE FOR NEGATIVE NUMBERS 991=Upper and lower bounds given (negative amount) 992=Upper bound given, lower bound missing (negative amount) 993=Lower bound given, upper bound missing (negative amount) OTHER RANGE RESPONSES THAT YIELDED NO NUMERICAL BOUNDING INFORMATION: ALL VARIABLES WITH J-CODE VALUES BELOW THIS POINT INITIALLY CONTAIN MISSING VALUE CODES AND ALL VARIABLES WITH J-CODE VALUES ABOVE THIS POINT INITIALLY CONTAIN A RANGE MID-POINT OR OTHER SUCH VALUE INTERVIEWER COMMENT INDICATING NEGATIVE NUMBER 994=Decision tree response, any version: outcome 21 (negative amount) 995=Decision tree response, any version: outcome 12 (negative amount) 996=Decision tree response, any version: outcome 13 (negative amount) 997=R reached range card field by agreeing to give a range at a dollar field, volunteered to give a letter from the range card, and subsequently responded DK/Refuse letter from the range card (negative amount) 998=R answered DK/Refused to a dollar question, volunteered to give a letter from the range card, and subsequently responded DK/Refuse letter from the range card (negative amount) 999=R reached a field allowing both an upper bound and a lower bound for a dollar amount by volunteering to give a range, but subsequently responded DK/Ref to both upper and lower bound (negative amount) 1000=R answered DK to main $ question, and refused following question requesting a range from the range card (negative amount) 1001=R answered Ref to main $ question, and refused following question requesting a range from the range card (negative amount) NO INDICATION OF NEGATIVE NUMBER 1094=Decision tree response, any version: outcome 21 1095=Decision tree response, any version: outcome 12 1096=Decision tree response, any version: outcome 13 1097=R reached range card field by agreeing to give a range at a dollar field, volunteered to give a letter from the range card, and subsequently responded DK/Refuse letter from the range card 1098=R answered DK/Refused to a dollar question, volunteered to give a letter from the range card, and subsequently responded DK/Refuse letter from the range card 1099=R reached a field allowing both an upper bound and a lower bound for a dollar amount by volunteering to give a range, but subsequently responded DK/Ref to both upper and lower bound 1100=R answered DK to main $ question, and refused following question requesting a range from the range card 1101=R answered Ref to main $ question, and refused following question requesting a range from the range card OTHER CODES FOR MISSING DATA 2050 = Original response was DK. 2052 = Original response missing as a result of missing information for a higher-order question (typically a YES/NO cut question). In this case, the higher-order question has been imputed in such a way as to render the response appropriate. Also includes some other miscellaneous cases: (1) if a dollar variable was missing and DKDOL returned a DK/REF, the corresponding frequency is given a missing value code equal to that of the dollar field; (2) similarly, for clusters of variables containing a dollar amount and percent options. 2053 = Original response was refused 2054 = Original response was "some, DK how many" (see B6). 2056 = Missing value determined from verbatim response by NORC coders. 2060 = Unresolved data problem (none should remain in final dataset). 2079 = Data missing because of questionnaire error, or data not collected. 2080 = Recode variable, missing because data not collected for sub-group, data to be imputed. 2081 = Recode variable, some, but not all components originally missing. 2082 = Recode variable, all components originally missing. 2097 = Override of reported information with (at least partially) imputed data 2098 = Override of reported/inap./other information with a missing value. 2099 = Used for absent spouse for J104 or J105 when X104 or X105 < 0. 3000 = Data missing because R broke off the interview (each of these cases reviewed to be sure that sufficient information is reported that the case can count as a "partial accepted as complete") 3001 = Program, reporting or recording error. 3002 = Temporary value given to variables containing illegal values. These will all be resolved in editing and converted to other existing codes. (includes "range U") 3003 = Illegal zeroes 3004 = Uninformative/irrelevant verbatim response 3005 = Data not available (applies to data from HEF) 3500 = Data set to missing and imputed for disclosure avoidance General instructions for J variable coding for recoded variables: When a recoded variable is taken directly from another single X-variable, it should have the same J-variable code. When a recoded variable may come from a single variable in the original X-variables, or as the result of a calculation based on some number of X-variables, it is important to distinguish the information content in the J-variables. As noted above, when the value is taken directly, the J-variable should have exactly the same value as that for the X-variable's shadow J-variable. However, when some calculation is involved, this should be reflected in the J-variable -- codes 8, 2081, and 2082. When a recode cannot be computed because some part of the underlying information was not collected for some subset of cases, the recode's J-variable should be coded 9 or 2080. *++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++*; *++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++*; ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- ANALYSIS WEIGHTS ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- Because the SCF sample is not an equal-probability design, weights play a critical role in interpreting the survey data. The main dataset contains the final nonresponse-adjusted sampling weights. These weights are intended to compensate for unequal probabilities of selection in the original design and for unit nonresponse (failure to obtain an interview). The weight (X42001) is a partially design-based weight constructed at the Federal Reserve using original selection probabilities and frame information along with aggregate control totals estimated from the Current Population Survey. This weight is a relatively minor revision of the consistent weight series (X42000) maintained for the SCFs beginning with 1989 (For a detailed discussion of these weights, see "Consistent Weight Design for the 1989, 1992, and 1995 SCFs and the Distribution of Wealth," by Arthur B. Kennickell and R. Louise Woodburn, Review of Income and Wealth, Series 45, Number 2, June 1999, pp. 193-215 or the longer version given on the SCF web site at http://www.federalreserve.gov/pubs/oss/oss2/method.html). The nature of the revisions to the consistent weights is described in "Revisions to the SCF Weighting Methodology: Accounting for Race/Ethnicity and Homeownership" (Arthur B. Kennickell, January 1999, http://www.federalreserve.gov/pubs/oss/oss2/method.html). A version of the revised weight has been computed for all the surveys beginning with 1989, and this variable has been added to the public versions of the SCF datasets. Users should be aware that the population defined by the weights for *each implicate* (see above) is 102.5 million households: the sum of each of the weights over all sample cases and imputation replicates is equal to five times the number of households in the sample universe. Although the weights should produce reliable results at the level of broad aggregates (e.g., net worth and income ), it is important to note that many of the variables collected in the SCF are highly skewed in their distributions and that many such variables will apply to only a relatively small fraction of the sample; thus, estimates of characterstics of such variables may be distorted by outliers. In the SCF group at the Federal Reserve, we routinely review our calculations for the presence of overly-influential outliers, and robust techniques are applied when appropriate. We encourage other users to exercise similar care in analyzing the data. The issue of weighting in regressions has long been controversial. Users of the SCF may find two references particularly useful: (1) Analysis of Complex Surveys, C.J. Skinner, D. Holt, and T.M.F. Smith (editors), John Wiley and Sons, 1989 (see particularly pages 8-10, 154-157, and 286-287). (2) The Analysis of Household Surveys: A Microeconometric Approach to Development Policy, Angus Deaton, Johns Hopkins University Press, 1997 (see particularly pages 67-73). At the least, users should think carefully about the effects of weights in their particular models. Weighted estimates may be dramatically less efficient than unweighted estimates. If one is interested in estimating descriptions of the population--rather than "structural models"--there are some clear justifications for weighting. If weights make a substantial difference in regression estimates, analysts may want to consider the possibily that their models omit some key structure that could be controlled for in a way other than weighting. ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- SAMPLING ERROR ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- The SCF is a scientific instrument designed for the measurement of behavior. However, even under ideal operational conditions, the measurements of the survey are limited in a fundamental way by the fact that it is based on a sample of respondents rather than the entire population. Variability of estimates based on sample data can be estimated. Because we are unable to give users any of the most basic sample information about cases in the dataset, they would be unable on their own to compute reasonable estimates of the sampling variances of their estimates. To facilitate such estimation, we have included a file of replicate weights and multiplicity factors corresponding to X42001. Using detailed information about the original sample design, we selected 999 sample replicates from the final set of completed cases in a way intended to capture the important dimensions of sample variation (for details see "Weighting design for the 1992 Survey of Consumer Finances," Arthur Kennickell, Douglas McManus and Louise Woodburn, December 1996, http://www.federalreserve.gov/pubs/oss/ oss2/method.html). For each survey case and each replicate, the file contains a weight (WT1B1-WT1B999) and the number of times the case was selected in the replicate (MM1-MM999). We computed weights for each replicate using exactly the same procedures we used for the main weights. Replicate weights were computed only for the first implicate of each case. For many purposes, users will probably want to multiply the weight times the multiplicity: in all cases the sum of each of the weights times the corresponding multiplicities of the cases equals the total number of households. To estimate the sampling variance of the mean of family income, for example, a user would estimate the mean 999 times using the replicate weights and compute the standard error of that estimate. An estimate of the total standard error attributable to imputation and sampling is given by SQRT((6/5)*imputation variance + sampling variance). A simple SAS program to compute the standard error due to sampling and imputation for the mean and median of a given variable is provided below. This program may be adapted easily for other types of calculations. For example, to compute the standard error of a proportion, create a zero/one dummy variable to indicate the presence of the item; the standard error of the mean will be the correct standard error of the proportion. To conserve on necessary memory, the program computes sampling error using blocks of 100 replicate weights rather than the full set at once. Users with large amounts of RAM may wish to increase the size of these blocks, and those with smaller amounts may wish to decrease the size. *++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++*; *++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++*; * MACRO MEANIT; * AK May 22, 1998 version; * DSN specifies the name of the dataset to be used (the dataset should contain the following: the main weight renamed as WGT0, a set of variables WGT1-WGT999 equal to the replicate weights multiplied by the multiplicity factors, a variable for which one wishes to compute the standard error due to imputation and sampling for the mean and median, and a variable IMPLIC equal to the implicate number of each case) VAR contains the name of the variable for which one desires standard errors PFLAG: blank prints interim statistics/any character string (e.g., NO) surpresses printing WHERE: defines subsets of data (use IML conventions, e.g., ((X333=3 | X444=4) & X555=5 & X666^=6); * NOTE: the calculation excludes observations with missing values from the calculation. Thus, if one wants to make the calculation for only non-INAP values, a convenient short cut might be to set all such values (normally zero in the main SCF database) to a missing value (a WHERE condition would also work). The program assumes that missing value patterns are consistent across implicates--if this is not the case, a WHERE condition should be used; * WARNING: if one uses this MACRO to compute variances for very small sub-populations, there is a chance that some of the replicates may contain no cases where the condition defining the sub-population holds. In this case, the program will return a fatal error; %MACRO MEANIT(DSN=,VAR=NW2,PFLAG=,WHERE=); PROC SORT DATA=&DSN; BY &VAR; RUN; * compute pooled (over implicates) global mean/median; PROC UNIVARIATE DATA=&DSN; %IF (&WHERE NE ) %THEN %DO; WHERE (&WHERE & &VAR>.Z); %END; %ELSE %DO; WHERE (&VAR>.Z); %END; FREQ WGT0; VAR &VAR; RUN; PROC IML WORKSPACE=9000 SYMSIZE=5000; RESET LOG LINESIZE=78; PRINT "CALCULATION FOR &VAR"; * first imputation variance; EDIT &DSN; TEMP={IMPLIC &VAR WGT0}; %IF (&WHERE EQ ) %THEN %DO; READ ALL VAR TEMP WHERE (&VAR>.Z) INTO MDATA; %END; %ELSE %DO; READ ALL VAR TEMP WHERE (&WHERE) INTO MDATA; %END; * total population; %IF (&WHERE EQ ) %THEN %DO; POP=SUM(MDATA[,3])/5; %END; * create matrix to hold values of means/medians by implicates; IM=SHAPE(0,1,5); ID=SHAPE(0,1,5); * compute mean/median; DO I=1 TO 5; IMP=MDATA[LOC(MDATA[,1]=I),2:3]; * compute mean; MM=IMP[,1]#IMP[,2]; %IF (&WHERE NE ) %THEN %DO; POP=SUM(IMP[,2]); %END; IM[1,I]=MM[+,]/POP; * compute median; IMP[,2]=CUSUM(IMP[,2])/POP; ID[1,I]=IMP[MIN(LOC(IMP[,2]>=.5)),1]; FREE IMP MM; END; IMEAN=IM[,+]/5; IMEDIAN=ID[,+]/5; PRINT "MEAN OVER IMPLICATES " IMEAN; PRINT "MEDIAN OVER IMPLICATES " IMEDIAN; FREE MDATA IMEAN IMEDIAN; %IF (&PFLAG EQ ) %THEN %DO; PRINT IM ID; %END; * next sampling variance; * create matrix to hold values of means/medians by replicates; RM=SHAPE(0,1,999); RD=SHAPE(0,1,999); %DO I=1 %TO 10; %IF (&PFLAG EQ ) %THEN %PUT CLUMP NUMBER &I; %IF (&I EQ 1) %THEN %DO; %LET TOP=99; %LET BOT=1; %LET LEN=100; %END; %ELSE %DO; %LET BOT=%EVAL(&TOP+1); %LET TOP=%EVAL(&TOP+100); %LET LEN=101; %END; %LET WSTR=%STR(); %DO J=&BOT %TO &TOP; %LET WSTR=&WSTR WGT&J; %END; EDIT &DSN; TEMP={&VAR &WSTR}; %IF (&WHERE EQ ) %THEN %DO; READ ALL VAR TEMP WHERE (IMPLIC=1 & &VAR>.Z) INTO MDATA; %END; %ELSE %DO; READ ALL VAR TEMP WHERE (IMPLIC=1 & &WHERE) INTO MDATA; %END; * compute means; MEAN=MDATA[,2:&LEN]#MDATA[,1]; %IF (&WHERE NE ) %THEN %DO; POP=MDATA[+,2:&LEN]; RM[,&BOT:&TOP]=MEAN[+,]/POP[,1:&LEN-1]; %END; %ELSE %DO; RM[,&BOT:&TOP]=MEAN[+,]/POP; %END; * compute medians; DO I=2 TO &LEN; %IF (&WHERE NE ) %THEN %DO; MDATA[,I]=CUSUM(MDATA[,I])/POP[I-1]; %END; %ELSE %DO; MDATA[,I]=CUSUM(MDATA[,I])/POP; %END; RD[&BOT+I-2]=MDATA[MIN(LOC(MDATA[,I]>=.5)),1]; END; FREE MDATA; %END; %IF (&PFLAG EQ ) %THEN %DO; PRINT RM RD; %END; * finally, compute standard error wrt imputation/sampling; * (X-X-bar)**2/(n-1); IVM=(IM-IM[,+]/5)##2; IVM=IVM[,+]/4; IVD=(ID-ID[,+]/5)##2; IVD=IVD[,+]/4; RVM=(RM-RM[,+]/999)##2; RVM=RVM[,+]/998; RVD=(RD-RD[,+]/999)##2; RVD=RVD[,+]/998; * SQRT((((ni+1)/ni))*(SIGMAI**2) + SIGMAR**2); TVM=SQRT((6/5)*IVM+RVM); TVD=SQRT((6/5)*IVD+RVD); IVM=SQRT(IVM); IVD=SQRT(IVD); RVM=SQRT(RVM); RVD=SQRT(RVD); PRINT "STD DEV IMPUTATION: MEAN: " IVM " MEDIAN: " IVD; PRINT "STD DEV SAMPLING: MEAN: " RVM " MEDIAN: " RVD; PRINT "COMBINED STD DEV: MEAN: " TVM " MEDIAN: " TVD; QUIT; %MEND MEANIT; * create dataset from main dataset and replicate weight file; DATA DAT(KEEP=NW IMPLIC WGT0-WGT999); MERGE xxx.main_ds(KEEP=Y1 X42001 ...) xxx.rep_wgts(KEEP=Y1 MM1-MM999 WT1B1-WT1B999); BY Y1; * multiply replicate weights by the multiplicity; ARRAY MULT {*} MM1-MM999; ARRAY RWGT {*} WT1B1-WT1B999; ARRAY WGTS {*} WGT1-WGT999; DO I=1 TO DIM(MULT); * take max of multiplicity/weight: where cases not selected for a replicate, there are missing values in these variables; WGTS{I}=MAX(0,MULT{I})*MAX(0,RWGT{I}); END; WGT0=X42001; * define implicate number of case; IMPLIC=Y1-10*YY1; * define net worth (for example); NW=.......; RUN; * run the macro; %MEANIT(DSN=DAT,VAR=NW); *++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++*; *++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++*; ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- DISCLOSURE REVIEW ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- A paramount goal of the survey is to protect the privacy of the participants, who generously shared their personal information. In light of this goal, the data in this release have been systematically altered by several means to minimize the possibility of identifying any survey respondent. For some discrete variables, small or unusual cells were collapsed as noted in the individual variable descriptions below. Continuous variables were rounded. Data were also blurred by other unspecified means. In addition, a number of other cases were identified for more extensive treatment. Some of these cases were selected on the basis of extreme or unusual data values; other cases were selected at random. For each of these cases, a selection of critical variables was set to missing and statistically imputed subject to constraints designed to ensure that any distortions induced in key population statistics would be minimal. The geographic identifiers were also systematically altered for a subset of respondents using imputations methods conditioning on key financial characteristics. Where relevant, the codebook provides more detailed information on cell collapsing and other techniques. By design, the SCF sample excludes people who are included in the Forbes Magazine list of the 400 wealthiest people in the U.S. (see references in "SAMPLE DESIGN" above). However, there are several reasons why respondents with wealth at this level could appear in the sample anyway. In the 1998 survey, there were four observations that had net worth greater than the minumum level needed to qualify for the Forbes list. Because it would be very difficult to sufficiently obscure the identity of such people without rendering their data virtually useless, it was decided to remove them from the public version of the datset. Thus, the public version of the dataset contains 4,305 of the 4,309 observations in the full dataset. It is important to note that aside from the cell collapsing, there is no key in this codebook or in the dataset that would allow users to identify with certainty either which data items have been smoothed or otherwise altered, or which cases were selected for imputation of critical values (that is, the shadow variables in this dataset may not always reflect the true original status of every variable). Although this blurring of the data will have some effect on analysis, that effect should be negligible in most cases. For further details on the procedures taken to protect the identity of respondents, see "Analyzing the Disclosure Review Procedures for the 1995 Survey of Consumer Finances," Gerhard Fries, Barry W. Johnson, and R. Louise Woodbutn, September 1997, http://www.federalreserve.gov/pubs/oss/oss2/method.html) and "Multiple Impution and Disclosure Protection: The Case of the 1995 SCF" (Arthur B. Kennickell, November 1997, http://www.federalreserve.gov/pubs/oss/oss2/method.html). The disclosure protections applied to the data are the product of an agreement between the Federal Reserve Board, NORC, and SOI. Users who feel that the restrictions imposed on the public dataset are too constricting are encouraged to submit written proposals for expanded data release, and those requests will be given serious consideration in the release of data from future surveys. Note that dollar variables, except X3918 X3920, in the public dataset have been rounded according to the following scheme which preserves the population mean on average: * All dollar variables except wages; ARRAY AMT {*} X412 X413 X414 X420 X421 X423 X424 X426 X427 X429 X430 X7575 X505 X510 X513 X518 X521 X526 X602 X604 X607 X612 X614 X617 X619 X623 X627 X631 X635 X703 X708 X716 X717 X721 X804 X805 X808 X813 X812 X904 X905 X908 X913 X912 X1004 X1005 X1008 X1013 X1012 X1035 X1039 X1040 X1044 X7141 X1108 X1109 X1104 X7142 X1119 X1120 X1115 X7143 X1130 X1131 X1126 X1136 X8401 X1202 X1206 X1210 X1211 X1215 X1219 X1220 X1224 X1405 X1408 X1409 X1410 X1415 X1417 X1505 X1508 X1509 X1510 X1515 X1517 X1605 X1608 X1609 X1610 X1615 X1617 X1619 X8402 X1621 X8404 X1706 X1709 X1714 X1715 X1718 X1723 X1722 X1730 X1806 X1809 X1814 X1815 X1818 X1823 X1822 X1830 X1906 X1909 X1914 X1915 X1918 X1923 X1922 X1930 X2002 X2003 X2006 X2007 X2010 X2012 X2013 X2016 X2017 X2020 X8406 X8407 X8410 X8411 X8414 X8416 X8417 X8420 X8421 X8424 X3121 X3124 X3126 X3129 X3130 X3131 X3132 X3221 X3224 X3226 X3229 X3230 X3231 X3232 X3321 X3324 X3326 X3329 X3330 X3331 X3332 X3335 X8425 X3336 X8426 X3337 X8427 X3408 X3409 X3410 X3412 X3413 X3414 X3416 X3417 X3418 X3420 X3421 X3422 X3424 X3425 X3426 X3428 X8452 X3429 X8453 X3430 X8454 X2105 X2112 X2117 X8428 X2209 X2213 X2214 X2218 X2309 X2313 X2314 X2318 X2409 X2413 X2414 X2418 X7158 X7162 X7164 X7169 X2422 X8430 X2424 X8432 X2425 X8433 X2506 X2510 X2514 X2515 X2519 X2606 X2610 X2614 X2615 X2619 X2623 X8435 X2625 X8437 X2626 X8438 X7805 X7815 X7817 X7824 X7828 X7838 X7840 X7847 X7851 X7861 X7863 X7870 X7905 X7915 X7917 X7924 X7928 X7938 X7940 X7947 X7951 X7961 X7963 X7970 X7179 X8440 X7180 X8441 X2714 X2718 X2719 X2723 X2731 X2735 X2736 X2740 X2814 X2818 X2819 X2823 X2831 X2835 X2836 X2840 X2914 X2918 X2919 X2923 X2931 X2935 X2936 X2940 X7183 X8443 X7184 X8444 X7187 X3506 X3510 X3514 X3518 X3522 X3526 X3529 X8446 X3610 X3620 X3630 X3706 X3711 X3716 X3718 X8447 X3721 X3804 X3807 X3810 X3813 X3816 X3818 X8448 X3822 X3824 X3826 X3828 X3830 X6704 X3833 X3835 X3902 X3906 X7635 X3908 X7636 X3910 X7637 X7633 X7638 X7634 X7639 X6705 X6706 X3915 X3922 X7641 X3930 X3932 X6817 X6820 X6832 X6835 X4003 X4005 X4006 X4010 X4011 X4014 X4016 X4018 X4022 X4026 X4030 X4032 X4204 X4207 X4210 X4214 X4220 X4229 X7211 X4224 X4226 X7697 X4304 X4307 X4310 X4314 X4320 X4329 X7220 X4324 X4326 X7698 X4404 X4407 X4410 X4414 X4420 X4429 X7229 X4424 X4426 X7699 X4436 X8449 X4804 X4807 X4810 X4814 X4820 X4829 X7278 X4824 X4826 X7724 X4904 X4907 X4910 X4914 X4920 X4929 X7287 X4924 X4926 X7725 X5004 X5007 X5010 X5014 X5020 X5029 X7296 X5024 X5026 X7726 X5036 X8450 X5306 X5311 X5318 X5326 X5334 X5418 X5426 X5434 X6804 X8455 X5504 X5507 X5510 X5513 X5516 X6806 X8457 X5604 X5608 X5612 X5616 X5620 X5624 X5628 X5632 X5636 X5640 X5644 X5648 X6807 X8458 X5702 X5704 X5706 X5708 X5710 X5712 X5714 X5716 X5718 X5720 X5722 X5724 X5729 X7362 X5732 X5734 X5751 X7651 X7652 X5804 X5809 X5814 X5818 X8451 X5821 X5823 X5926 X5928 X6650 X6652 X7666 X6403 X6415 X6418 X6421 X6432 X6436 X6437 X6439 X8163 X8164 X8166 X8167 X8168 X8188; DO I = 1 TO DIM(AMT); IF (0 < AMT{I} < 5) THEN AMT{I}=1; ELSE IF (5 <= AMT{I} < 1000) THEN DO; RAN=UNIFORM(5555555); PROB=MOD(AMT{I},10); IF (RAN>PROB/10) THEN AMT{I}=10*(INT(AMT{I}/10)); ELSE AMT{I}=10*(1+INT(AMT{I}/10)); IF AMT{I}=0 THEN AMT{I}=5; END; ELSE IF (1000 <= AMT{I} < 10000) THEN DO; RAN=UNIFORM(5555555); PROB=MOD(AMT{I},100); IF (RAN>PROB/100) THEN AMT{I}=100*(INT(AMT{I}/100)); ELSE AMT{I}=100*(1+INT(AMT{I}/100)); END; ELSE IF (10000 <= AMT{I} < 1000000) THEN DO; RAN=UNIFORM(5555555); PROB=MOD(AMT{I},1000); IF (RAN>PROB/1000) THEN AMT{I}=1000*(INT(AMT{I}/1000)); ELSE AMT{I}=1000*(1+INT(AMT{I}/1000)); END; ELSE IF (1000000 <= AMT{I}) THEN DO; RAN=UNIFORM(5555555); PROB=MOD(AMT{I},10000); IF (RAN>PROB/10000) THEN AMT{I}=10000*(INT(AMT{I}/10000)); ELSE AMT{I}=10000*(1+INT(AMT{I}/10000)); END; ELSE IF (-1000 <= AMT{I} < - 5) THEN DO; RAN=UNIFORM(5555555); PROB=MOD(AMT{I},10); IF (RAN>PROB/10) THEN AMT{I}=10*(INT(AMT{I}/10)); ELSE AMT{I}=10*(1+INT(AMT{I}/10)); END; ELSE IF (-10000 <= AMT{I} < -1000) THEN DO; RAN=UNIFORM(5555555); PROB=MOD(AMT{I},100); IF (RAN>PROB/100) THEN AMT{I}=100*(INT(AMT{I}/100)); ELSE AMT{I}=100*(1+INT(AMT{I}/100)); END; ELSE IF (-1000000 < AMT{I} < -10000) THEN DO; RAN=UNIFORM(5555555); PROB=MOD(AMT{I},1000); IF (RAN>PROB/1000) THEN AMT{I}=1000*(INT(AMT{I}/1000)); ELSE AMT{I}=1000*(1+INT(AMT{I}/1000)); END; ELSE IF .Z < AMT{I} <= -1000000 THEN AMT{I}=-1000000; END; * wages: special treatment for hourly wages <=25; ARRAY AMT2 {*} X4112 X4131 X4509 X4520 X4532 X4540 X4605 X4613 X4712 X4731 X5109 X5120 X5132 X5140 X5205 X5213; ARRAY PER2 {*} X4113 X4132 X4510 X4521 X4533 X4541 X4606 X4614 X4713 X4732 X5110 X5121 X5133 X5141 X5206 X5214; DO I=1 TO DIM(AMT2); IF PER2{I}=18 THEN DO; IF (AMT2{I} < 25 AND AMT2{I} > 0) THEN DO; RAN=UNIFORM(5555555); PROB=MOD(AMT2{I},.1); IF (RAN>PROB/.1) THEN AMT2{I}=.1*(INT(AMT2{I}/.1)); ELSE AMT2{I}=.1*(1+INT(AMT2{I}/.1)); END; ELSE IF (25 <= AMT2{I} < 1000) THEN DO; RAN=UNIFORM(5555555); PROB=MOD(AMT2{I},10); IF (RAN>PROB/10) THEN AMT2{I}=10*(INT(AMT2{I}/10)); ELSE AMT2{I}=10*(1+INT(AMT2{I}/10)); END; ELSE IF (1000 <= AMT2{I} < 10000) THEN DO; RAN=UNIFORM(5555555); PROB=MOD(AMT2{I},100); IF (RAN>PROB/100) THEN AMT2{I}=100*(INT(AMT2{I}/100)); ELSE AMT2{I}=100*(1+INT(AMT2{I}/100)); END; ELSE IF (10000 <= AMT2{I} < 1000000) THEN DO; RAN=UNIFORM(5555555); PROB=MOD(AMT2{I},1000); IF (RAN>PROB/1000) THEN AMT2{I}=1000*(INT(AMT2{I}/1000)); ELSE AMT2{I}=1000*(1+INT(AMT2{I}/1000)); END; ELSE IF (1000000 <= AMT2{I}) THEN DO; RAN=UNIFORM(5555555); PROB=MOD(AMT2{I},10000); IF (RAN>PROB/10000) THEN AMT2{I}=10000*(INT(AMT2{I}/10000)); ELSE AMT2{I}=10000*(1+INT(AMT2{I}/10000)); END; ELSE IF (-1000 <= AMT2{I} < - 5) THEN DO; RAN=UNIFORM(5555555); PROB=MOD(AMT2{I},10); IF (RAN>PROB/10) THEN AMT2{I}=10*(INT(AMT2{I}/10)); ELSE AMT2{I}=10*(1+INT(AMT2{I}/10)); END; ELSE IF (-10000 <= AMT2{I} < -1000) THEN DO; RAN=UNIFORM(5555555); PROB=MOD(AMT2{I},100); IF (RAN>PROB/100) THEN AMT2{I}=100*(INT(AMT2{I}/100)); ELSE AMT2{I}=100*(1+INT(AMT2{I}/100)); END; ELSE IF (-1000000 < AMT2{I} < -10000) THEN DO; RAN=UNIFORM(5555555); PROB=MOD(AMT2{I},1000); IF (RAN>PROB/1000) THEN AMT2{I}=1000*(INT(AMT2{I}/1000)); ELSE AMT2{I}=1000*(1+INT(AMT2{I}/1000)); END; ELSE IF .Z < AMT2{I} <= -1000000 THEN AMT2{I}=-1000000; END; ELSE DO; IF (0 < AMT2{I} < 5) THEN AMT2{I}=1; ELSE IF (5 <= AMT2{I} < 1000) THEN DO; RAN=UNIFORM(5555555); PROB=MOD(AMT2{I},10); IF (RAN>PROB/10) THEN AMT2{I}=10*(INT(AMT2{I}/10)); ELSE AMT2{I}=10*(1+INT(AMT2{I}/10)); END; ELSE IF (1000 <= AMT2{I} < 10000) THEN DO; RAN=UNIFORM(5555555); PROB=MOD(AMT2{I},100); IF (RAN>PROB/100) THEN AMT2{I}=100*(INT(AMT2{I}/100)); ELSE AMT2{I}=100*(1+INT(AMT2{I}/100)); END; ELSE IF (10000 <= AMT2{I} < 1000000) THEN DO; RAN=UNIFORM(5555555); PROB=MOD(AMT2{I},1000); IF (RAN>PROB/1000) THEN AMT2{I}=1000*(INT(AMT2{I}/1000)); ELSE AMT2{I}=1000*(1+INT(AMT2{I}/1000)); END; ELSE IF (1000000 <= AMT2{I}) THEN DO; RAN=UNIFORM(5555555); PROB=MOD(AMT2{I},10000); IF (RAN>PROB/10000) THEN AMT2{I}=10000*(INT(AMT2{I}/10000)); ELSE AMT2{I}=10000*(1+INT(AMT2{I}/10000)); END; ELSE IF (-1000 <= AMT2{I} < - 5) THEN DO; RAN=UNIFORM(5555555); PROB=MOD(AMT2{I},10); IF (RAN>PROB/10) THEN AMT2{I}=10*(INT(AMT2{I}/10)); ELSE AMT2{I}=10*(1+INT(AMT2{I}/10)); END; ELSE IF (-10000 <= AMT2{I} < -1000) THEN DO; RAN=UNIFORM(5555555); PROB=MOD(AMT2{I},100); IF (RAN>PROB/100) THEN AMT2{I}=100*(INT(AMT2{I}/100)); ELSE AMT2{I}=100*(1+INT(AMT2{I}/100)); END; ELSE IF (-1000000 < AMT2{I} < -10000) THEN DO; RAN=UNIFORM(5555555); PROB=MOD(AMT2{I},1000); IF (RAN>PROB/1000) THEN AMT2{I}=1000*(INT(AMT2{I}/1000)); ELSE AMT2{I}=1000*(1+INT(AMT2{I}/1000)); END; ELSE IF .Z < AMT2{I} <= -1000000 THEN AMT2{I}=-1000000; END; END; ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- COMPARISON WITH OTHER DATA ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- In general, medians of financial characteristics estimated from the SCF should compare well with medians estimated from other surveys using comparable population definitions. However, estimates of means will often differ, largely for two reasons. First, means of many financial characteristics may not be very robustly estimated in surveys that interview only a relatively small number of wealthy households. The distribution of many financial characteristics (e.g., net worth) is highly skewed, and sparce representation of the upper tail will translate into a noisy estimate of statistics, such as the mean, that are strong affected by the top of the distribution. Second, there may also be a degree of bias in the measurement of some financial characteristics. Evidence suggests that there is differentially higher nonresponse among wealthy households. Failure to account for such differences in the creation of analysis weights leads to a misrepresentation of the size of the upper tail of wealth and characterstics associated with being in that tail. By using frame data for the list sample, the SCF has the means to identify and make some corrections for such nonresponse. However, this option is not available in most other surveys. The SCF may also be compared with aggregate statistics, such as the flow of funds accounts (FFA), which are constructed by the Board of Governors of the Federal Reserve System. An extensive analysis of the differences in these two sources is provided by Rochelle Antoniewicz ("A Comparison of the Household Sector from the Flow of Funds Accounts and the Survey of Consumer Finances," Finance and Economics Discussion Series 1996-26, Board of Governors of the Federal Reserve System, June). As discussed in that paper in detail, there are many conceptual differences between the SCF and the FFA. Three of these differences are particularly noteworthy here. First, the FFA "household sector" includes the holdings of nonprofits, and estimates of those holdings must be made to create a population basis closer to that used in the SCF. Second, the financial concepts used in the FFA often differ from those used in the SCF. Substantial effort is usually required to align the concepts in the two sources, and in some cases there is no clear way of doing so. Third, both the FFA and the SCF provide estimates. Because the two series are developed from independent sources of information with different statistical properties, it would be surprising if they yielded precisely the same totals even if the populations and concepts could be made perfectly consistent. ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- ACKNOWLEDGMENTS ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- The SCF is a large project that involves intense commitment by many people. At the Federal Reserve, the main project staff involved with the creation of the data has included Gerhard Fries, Arthur Kennickell, Annelise Li, Amber Lytle, Kevin Moore, Martha Starr-McCluer, Amy Stubbendick, Annika Sunden, and Brian Surette. Important support has come from the FRB officer corps, particulary Edward Ettin and Myron Kwast who have invested their credibility in making the project possible. In addition to funding the survey, the individual members of the Board of Governors have actively encouraged the development and use of the survey. Support from the Statistics of Income Division at the IRS has been essential. Barry Johnson has been tireless in his work to obtain the necessary data for the selection of the list sample, in his work on the disclosure review, and in sharing the insights he has gained in working with the IRS estate tax data. Dan Skelly, the director of SOI, and James Nunns at the Office of Tax Analysis at the Department of the Treasury have encouraged and supported us through many difficult periods. At the National Opinion Research Center at the University of Chicago, very many people have touched the project in important ways. The project director for the 1998 SCF at NORC was Lisa Thalji, and the Associate Project Director was Mary Hess. Their commitment and organization were critical in the success of the 1998 survey. Geoff Walker tirelessly revised the CAPI software to produce the best possible instrument for the interviewers, and he provided a variety of other types of technical support. The coding of respondents' verbatim responses was done by Pam Melendez, Darius Stroud, and Betty Williams. Pat Smillie was the coordinator for coding, and Denise Ellison was the coding supervisor. Deep thanks are also due to many others at the NORC central office, including Dan Bartels, Val Geralds, Rachael Harter, Nick Holt, Jim Rogers, Dave Riemer, Rebecca Smith, Suzanne Turner, Karen Veldman, Robert Wagers, and Ken Wilmer. Phil Depoy, president of NORC, provided essential support and personal encouragement throughout the project. I apologize to the many other people at NORC whose names I cannot remember. One of the greatest strengths of NORC is its very talented field staff. Pat Phillips served as the principal liason to the field, and Sandy Pitzer and Linda Wiedmer served as the Field Project Managers. The Field Managers included Julie Feldman, Lynn Gallagher, Marty Hargas, Barbara Lawrence, Susan Miller, Nancy Mutz, Carolyn Nicholas, Joseph Pierce, and Barbara Watt. These are all very creative and dedicated people. We all deeply mourn the passing of Madeline Lauer, who was a devoted NORC Field Manager who had signed up to work on the 1998 survey, but who was diagnosed with a terminal illness just before training began. The interviewers, some of whom may prefer not to be named, were the people who did the hardest work. In 1998, SCF interviewers included many experienced interviewers--some on earlier SCFs--and others from a wide variety of backgrounds. They deserve the deepest gratitude of all users of the SCF data. The only people who gave more than the interviewers were the survey respondents, who are necessarily anonymous. May every user remember that some person gave his or her time in the public interest to create the data that make their analysis possible. No set of acknowledgements would be complete without mentioning three people: Fritz Scheuren, who provided early and continuing encouragement, insights, and support for the SCF project; Robert Avery, my predecessor as director of the SCF, is a colleague who not only created the atmosphere that made the current development of the project possible, but who continues to contribute as a sounding board for our ideas; and Dorothy S. Projector, project director of the Federal Reserve's landmark 1962-63 Survey of Financial Characteristics of Consumers, set a very high standard for all future work on household wealth surveys. ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- CONTACT INFORMATION ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- It is likely that some users will have trouble understanding the organization of the data at first. IF AFTER HAVING FRAMED A FOCUSED QUESTION AND EXHAUSTED ALL OF YOUR LOCAL RESOURCES, YOUR PROBLEM PERSISTS, you may call Gerhard Fries at ((202) 452-2578 or e-mail Gerhard.Fries@frb.gov) or me ((202)-452-2247 or e-mail Arthur.Kennickell@frb.gov)). ****We prefer correspondence via e-mail.**** While we would like to be helpful to you, please realize that we are not set up to provide extensive services to users. We hope that by persistence, you will almost always be able to figure out what you need by consulting the questionnaire and the codebook below. We should be your last resort. ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- LIST OF VARIABLES ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! IMPORTANT NOTE: not all variables listed below appear in the public use dataset -- see list of included variables near the end of this file. ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- MISC. CONTROL FILE DATA AND WEIGHTS ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- XX1 Internal case ID (8-digit) -- identical for all imputation replicates NOTE: includes IDs of cases not released to the field (list sample replicate cases and postcard refusals) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X1 Internal ID/replicate number -- XX1*10 + imputation replicate number (1-5) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* YY1 Case ID for external users 0. Inap. (not a completed interview) Y1 Equivalent for X1 for external users 0. Inap. (not a completed interview) X30075 Data shipment that first contained the observation. The first data shipment was received on June 19, 1998, and subsequent shipments continued until January 12, 1999. 1. June 19, 1998 2. June 26, 1998 3. July 14, 1998 4. August 3, 1998 5. August 14, 1998 6. August 31, 1998 7. September 11, 1998 8. September 24, 1998 9. October 7, 1998 10. October 21, 1998 11. November 5, 1998 12. November 20, 1998 13. December 2, 1998 14. December 17, 1998 15. January 12, 1999 X33001 Wilshire index as of the day of the interview. ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 11,100, BOTTOM-CODED AT 8,800, AND ROUNDED TO THE NEAREST 100 ********************************************************* X30022 Census region 1. Northeast 2. North central 3. South 4. West X30074 9-level Census division code 1. Northeast: New England Division (CT, ME, MA, NH, RI, VT) 2. Northeast: Middle Atlantic Division (NY, NJ, PA) 3. South: South Atlantic Division: (DE, DC, FL, GA, MD, NC SC, VA, WV) 4. South: East South Central Division: (AL, KY, MS, TN) 5. South: West South Central Division: (AR, LA, OK TX) 6. Midwest: East North Central Division (IL, IN, MI OH WI) 7. Midwest: West North Central Division (IA, KS, MN, MO, NE, ND, SD) 8. West: Mountain Division (AZ, CO, ID, MT, NV, UT, WY, NM) 9. West: Pacific Division (AK, CA, HI, OR, WA) X42000 Original Kennickell-Woodburn consistent weight. X42001 Revised Kennickell-Woodburn consistent weight: accounts for systemative deviations from CPS estimates of homeownership by racial/ethnic Groups. This weight should be used for all estimations using the final 1998 SCF data for which weights are appropriate. ----------------------------------------------------------------------------- REPLICATE WEIGHTS AND MULTIPLICITY FACTORS ----------------------------------------------------------------------------- As noted in the introduction, there is an additional data file which contains replicate weights and multiplicity factors to be used in estimating sampling variances. The file corresponds to the main X42001. The replicate weights are of the form WT1Bi, where i=1,...999 The multiplicity factors are of the form MMi, where i=1,...999 Replicate weights with a given index correspond to multiplicity factors with the same index. ********************************************************* INCLUDED IN A SEPARATE PUBLIC DATASET ********************************************************* ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- HOUSEHOLD LISTING ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- X8000 Original respondent and spouse/partner variables reversed. THE PERSON REFERRED TO AS THE "HEAD" IN THIS CODEBOOK IS EITHER THE MALE IN A MIXED-SEX COUPLE OR THE OLDER INDIVIDUAL IN A SAME-SEX COUPLE. WHERE X8000=1, ALL VARIABLES IN THE DATASET THAT ORIGINALLY REFERRED TO "RESPONDENT" AND "SPOUSE/PARTNER" AND ALL CODES THAT CONTAIN THE SAME REFERENCES HAVE BEEN REVERSED. THIS CHANGE IS MADE FOR CONVENIENCE IN PROCESSING THE DATA AND INDICATES NO JUDGMENT WHATSOEVER ABOUT THE ARRANGEMENTS OF INDIVIDUAL FAMILIES. THE QUESTION TEXT AND ASSOCIATED CODES GIVEN HERE HAVE NOT BEEN ALTERED TO USE THE WORD "HEAD." NO CHANGE IS MADE WHERE THE SPOUSE/PARTNER IS ABSENT FROM THE HOUSEHOLD AND IS NOT INCLUDED IN THE INTERVIEW (X100=5). WHERE THERE IS A SPOUSE/PARTNER WHO IS NOT A PART OF THE PRIMARY ECONOMIC UNIT, NO SWAPPING IS DONE. 1. Reversed 5. Not reversed X100 Indicator for inclusion of income, debt, assets, etc. of an absent spouse/partner in the interview. For simplicity, a respondent who is married, but living with a partner, is not treated as having an absent spouse for the purposes of this constructed variable. Similarly, a partner of the respondent who is married is also not treated as having an absent spouse. When this variable equals one, the employment questions (X4700 etc.) and demographic questions (X6101 etc.) are answered for the absent spouse. 1. Included in Iw 5. Not included in Iw 0. Inap. (Spouse present; legally married and partner present; absent partner; no spouse/partner) X101 Number of people in the household according to the HHL. Excludes spouses/partners who do not usually live there and who are financially independent. Code total # of persons in HHL 11. 11 or more people NOTE: detailed data (X8020 etc.) are collected on at most 10 people in the household. Respondents who provide information on 10 people are asked whether there are any other people in the household; X101 is coded 11 for respondents who answer this question YES. X7001 Number of people in the primary economic unit. Code total # of persons 11. 11 or more people X8020(#1) Before we start the interview, I need to list the people who X102(#2) live here and obtain some basic information about each one. X108(#3) Let's start with you. X114(#4) X120(#5) What is the next person's relationship to you? X126(#6) CODE RELATIVES OF SPOUSE/PARTNER THE SAME AS R'S RELATIVES X132(#7) X202(#8) 1. *RESPONDENT X208(#9) 2. *Spouse of R X214(#10) 3. *Partner of R X220(#11) 4. *Child (of R or Spouse/Partner) 5. *Grandchild 6. *Parent 7. *Grandparent 8. *Aunt/uncle 9. *Cousin 10. *Niece/nephew 11. *Sister/brother 12. *Great grandchild 29. *Other relative 31. *Roommate 32. *Friend 34. *Boarder or roomer/lodger 35. *Paid help;maid, etc. 36. *Foster child 39. *Other unrelated person 45. Absent spouse, treated as PEU member 0. Inap. (No further persons) NOTE: position #2 contains only spouse/partner information; in all other cases the #2 position contains all zeroes. NOTE: position #11 contains non-zero data only in cases where there were 10 or more people in the household and the respondent had no spouse/partner. ********************************************************* FOR THE PUBLIC DATASET, CODE 12 IS COMBINED WITH CODE 5; CODE 36 IS COMBINED WITH CODE 39 ********************************************************* X8021(#1) IF POSSIBLE, CODE WITHOUT ASKING. IF NECESSARY, ASK: X103(#2) (I am required to ask your sex./What is that person's sex?) X109(#3) X115(#4) 1. *Male X121(#5) 2. *Female X127(#6) 0. Inap. (No further persons) X133(#7) X203(#8) X209(#9) X215(#10) X221(#11) What is your date of birth? What is (his/her) date of birth? X5907(#1) Code month X6107(#2) 0. Inap. (/no spouse or partner) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X7003(#1) Code day of month X7382(#2) 0. Inap. (/no spouse or partner) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X5908(#1) Code year (4 digits) X6108(#2) 0. Inap. (/no spouse or partner) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-95 ********************************************************* X8022(#1) FOR THE RESPONDENT, THIS VARIABLE CONTAINS THE DATE-OF-BIRTH X104(#2) AGE UNLESS HE/SHE REJECTS THAT AGE WHEN ASKED FOR CONFIRMATION X110(#3) AND PROVIDES ANOTHER AGE (SEE X14 BELOW). X116(#4) X122(#5) How old (are you/is [he/she/that person])? X128(#6) X134(#7) Code AGE X204(#8) -1. Less than one year X210(#9) 0. Inap. (No further persons) X216(#10) ********************************************************* X222(#11) FOR THE PUBLIC DATASET, TOP-CODED AT 95 ********************************************************* X14 Respondent: "Reconciled age" X19 Spouse: "Reconciled age" IN THE CAPI PROGRAM USED IN THE SURVEY, DESIGNATED Rs WERE FIRST ASKED THEIR DATE OF BIRTH (X5907/X7003/X5908 OR X6107/X7382/X6108 DEPENDING ON THE VALUE OF X8000). THE COMPUTER CALCULATED THEIR AGE AND THEN THE INTERVIEWER ASKED FOR CONFIRMATION (X7005/X7015). AT THAT POINT, A RESPONDENT COULD AGREE TO THE COMPUTED AGE, CORRECT THEIR BIRTH DATE, OR PROVIDE A DIFFERENT AGE (X8022/X104). FOR THE DESIGNATED R, THIS VARIABLE CONTAINS THE DOB AGE UNLESS A DIFFERENT AGE WAS REPORTED SUBSEQUENTLY. FOR THE R'S SPOUSE/PARTNER, ONLY AGE WAS ASKED DURING THE HOUSEHOLD LISTING AND DATE OF BIRTH WAS ASKED LATER IN THE QUESTIONNIARE. HOWEVER, THERE WAS NO CONFIRMATION/ RECONCILIATION BUILT INTO THE PROGRAM FOR THE SPOUSE/PARTNER. THIS AGE VARIABLE WAS USED IN ALL CONVERSIONS OR CALCULATIONS INVOLVING AGES OF R/S. Code age 0. Inap. (No further persons) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 95 ********************************************************* X13 Respondent: Age computed from date of birth X18 Spouse: Age computed from date of birth (BASED ON X5907/X7003/X5908 OR X6107/X7382/X6108 DEPENDING ON THE VALUE OF X8000) Code age 0. Inap. (No further persons) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X7005(#1) So, you are (COMPUTED AGE) years old? X7015(#2) (ASKED ONLY OF DESIGNATED RESPONDENT) 1. *YES 3. *NO, FIX BIRTHDATE 5. Missing value for year or month of birth 9. Not asked 0. Inap. (No spouse/partner) X7006(#3) Is (he/she/that person) 18 or older? X7007(#4) X7008(#5) 1. *YES X7009(#6) 5. *NO X7010(#7) 0. Inap. (No further persons) X7011(#8) X7012(#9) X7013(#10) X7014(#11) X8023(#1) (Are you/Is [RELATIONSHIP] currently married or X105(#2) living with a partner, separated, divorced, X111(#3) widowed, or (have you/has [he/she]) never been married? X117(#4) X123(#5) (NOTE: if R lives with a partner who is financially X129(#6) interdependent, this variable is always coded '2' for the X135(#7) head and partner. The legal marital status of R and of the X205(#8) partner is given by X7372 and X7018 respectively.) X211(#9 X217(#10 1. *Married X223(#11) 2. *Living with a partner 3. *Separated 4. *Divorced 5. *Widowed 6. *Never married 0. Inap. (Person age 17 or less; no further persons) NOTE: for the person in position #1, this variable contains the current living arrangement, which is not necessarily the information reported in the interview. For example, a respondent may have answered "married" to this question, but actually be living with a partner; in this case, the variable has been recoded coded "partner." X7000(#1) Does your (spouse/partner) live with you now? X7016(#2) 1. *YES 5. *NO 9. Not asked 0. Inap. (No spouse/partner) X8024(#1) Does (he/she) usually live here? X106(#2) (FILLED IN FOR RESPONDENT) X112(#3) X118(#4) 1. *YES (incl. R and Spouse/Partner) X124(#5) 5. *NO X130(#6) 0. Inap. (Person other than #1/#2 under 18; no further persons) X136(#7) X206(#8) X212(#9) X218(#10) X224(#11) X7002(#1) Do you live with a partner? X7017(#2) 1. *YES 5. *NO 9. Not asked 0. Inap. (Spouse living there) X8098(#1) Do you and your (husband/wife/partner) have shared X107(#2) finances? X113(#3) (ASKED ONLY IF SPOUSE/PARTNER DOES NOT USUALLY LIVE X119(#4) THERE, OTHERWISE ASSUMED TO BE SHARED FINANCES.) X125(#5) X131(#6) Does (RELATIONSHIP) depend on you (and your X137(#7) [husband/wife/partner]) for most of (his/her) X207(#8) support or is (he/she) financially independent for X213(#9) the most part? X219(#10) (THIS QUESTION IS KEY IN DEFINING THE PRIMARY X225(#11) ECONOMIC UNIT--SEE INTRODUCTION. A SPOUSE/PARTNER WHO LIVES THERE AT THE TIME OF THE INTERVIEW OR WHO USUALLY LIVES THERE IS ASSUMED TO BE FINANCIALL INTERRELATED WITH THE R. SIMILARLY, CHILDREN UNDER THE AGE OF 18 ARE ALSO ASSUMED TO BE FIANCIALLY DEPENDENT ON THE R, EVEN THOUGH IT IS POSSIBLE THAT SOME CHILDRENT OF PEOPLE OUTSIDE THE PEU MAY BE INCLUDED BY THIS RULE.) 1. FINANCIALLY DEPENDENT/SHARED FINANCES (TRIVIALLY FOR R) 5. FINANCIALLY INDEPENDENT/NOT SHARED FINANCES 0. Inap. (No further persons) ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- FINANCIAL INSTITUTIONS ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- 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) X301 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? 1. *Better 2. *Worse 3. *About the same X302 Five years from now, do you think interest rates will be higher, lower, or about the same as today? 1. *Higher 2. *Lower 3. *About the same X7100 (SHOW CARD 1) When making major decisions about credit or borrowing, some people shop around for the very best terms while others don't. (What number would you be on the scale?/What number would your family be on the scale?) 1. *ALMOST NO SHOPPING 2. 3. *MODERATE SHOPPING 4. 5. *A GREAT DEAL OF SHOPPING NOTE: CARD 1 contains the following information: The numbers 1 through 5 in a horizonal row bounded by dark lines. Below 1 is printed "Almost no shopping"; below 3 is printed "Moderate shopping"; and below 5 is printed "A great deal of shopping." Nothing is printed below 2 and 4. X7101 (SHOW CARD 2) How do you (and your [spouse/partner]) make X7102 decisions about credit or borrowing? (Do you call around, X7103 read newspapers, material you get in the mail, use information X7104 from television, radio, an online service or advertisements? X7105 Do you get advice from a friend, relative, lawyer, accountant, X7106 banker, broker, or financial planner? Or do you do something else?) X7107 CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN X7108 X7109 1. *CALL AROUND X7110 2. *MAGAZINES/NEWSPAPERS X6849 3. *MATERIAL IN THE MAIL 4. *TELEVISION/RADIO 5. *ONLINE SERVICE/INTERNET 6. *ADVERTISEMENTS 7. *FRIEND/RELATIVE 8. *LAWYER 9. *ACCOUNTANT 10. *BANKER 11. *BROKER 12. *FINANCIAL PLANNER 13. *SELF; spouse/partner 14. *NEVER BORROW 16. Don't shop around; always use same institution 17. Past experience 18. Material from work/business contacts 19. Other personal research 20. Real estate broker; builder 21. Other institutional source (e.g., college, social service agency, etc.) 22 Shop around 23. Store; dealer 24. Insurance agent -7. *OTHER X7111 (SHOW CARD 1) When making major saving and investment decisions, some people shop around for the very best terms while others don't. What number would you be on the scale? What number would your family be on the scale? 1. *ALMOST NO SHOPPING 2. 3. *MODERATE SHOPPING 4. 5. *A GREAT DEAL OF SHOPPING NOTE: See X7100 for a description of CARD 1. X7112 (SHOW CARD 2) How do you (and your [spouse/partner]) make X7113 decisions about savings and investments? (Do you call around, X7114 read newspapers, material you get in the mail, use information X7115 from television, radio, an online service or advertisements? X7116 Do you get advice from a friend, relative, lawyer, accountant, X7117 banker, broker, or financial planner? Or do you do something else?) X7118 CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN X7119 X7120 1. *CALL AROUND X7121 2. *MAGAZINES/NEWSPAPERS 3. *MATERIAL IN THE MAIL 4. *TELEVISION/RADIO 5. *ONLINE SERVICE/INTERNET 6. *ADVERTISEMENTS 7. *FRIEND/RELATIVE 8. *LAWYER 9. *ACCOUNTANT 10. *BANKER 11. *BROKER 12. *FINANCIAL PLANNER 13. *SELF; spouse/partner 14. *DO NOT SAVE/INVEST 16. Don't shop around; always use same institution 17. Past experience 18. Material from work/business contacts 19. Investment club 20. Investment seminars 21. Other personal research 22. Shop around 23. Store; dealer 24. Insurance agent -7. *OTHER X305 The next few questions are about the financial institutions that you do business with. 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. 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. X8300 Inferred number of institutions. When institutions were reported (or in some cases, imputed) after the institution data were collected (except in the case of bank-type credit cards) the CAPI program returned to the institution questions for the added institutions. In some cases, interviewers failed to enter the new institution properly, so the followup questions were not generated by the CAPI program. X8300 takes the originally reported value of X305 as its base and adds additional institutions whenever a commercial bank, savings and loan, credit union, or brokerage was reported without an initial link to the institution data. Where there were more than the 6 institutions on which detailed information was collected, the total number of institutions was augmented and stored in X8300. In cases where any of the first six institutions have been inferred from an interviewer error, the detailed information (location and how R does business) has been imputed. Code NUMBER -1. NONE Institutions were enumerated by name, and the name was used as a text fill later in the interview when, e.g., the R was asked to identify the institution where the main checking account was held. To protect the privacy of respondents, this variable was not retained in the dataset. (What is the name of this financial institution?/ What is the name of the financial institution where you do the most business?/What is the name of the financial institution where you and your family living here do the most business?) [What is the name of the financial institution where you do the (second/third/fourth/fifth/sixth) most business?/ What is the name of the financial institution where you and your family living here do the (second/third/fourth/fifth/sixth) most business? Once the program had generated questions about the number of institutions specified by X305, the program asked: Do you have any other financial institutions which we have not listed yet? (Have you included all your accounts?/Have you included the accounts for all the people in your household?) If the R recalled an additional account, the program was set up to augment the list of institutions until the respondent said there were no more. If X305 contained a value that indicated that there were accounts, but the number was a missing value, the R was asked: X308(#1) About (name of institution), what kind of institution is X312(#2) this? (Is it a commercial bank, a savings and loan or X316(#3) savings bank, a credit union, a finance or loan company, a X320(#4) brokerage, or what?) X324(#5) X328(#6) Now, I need a little more information on the institutions we've added to the card since the start of the interview. (If R added institutions during the interview, the CAPI program generated the detailed questions on those institutions after the section on financial assets was completed.) MASTER INSTITUTION LIST 11. *COMMERCIAL BANK; trust company 12. *SAVINGS AND LOAN OR SAVINGS BANK 13. *CREDIT UNION 14. *FINANCE OR LOAN COMPANY 15. Store or other business; dealer; utility company 16. *BROKERAGE; "mutual fund" -- NFS 17. Insurance company 18. MORTGAGE COMPANY 19. Contractor or developer 20. Prior owner 21. Automobile finance company; GMAC, Ford CDT 22. Doctor or hospital; dentist 23. Lawyer 24. Accountant 25. Employer 26. Friend or Relative (not codeable above) 27. Individual Lender/Advisor (not codeable above) 28. Pension Administrator 30. Internet-based businesses 31. Real estate (investment) company; includes land trusts 32. School/college/university 33. Local/county/state government (except code 42) 34. Special federal government agency; FMHA, SBA, VA, FHA, HUD, NDSL 35. Federal government general or NA agency; IRS 37. Self/spouse/partner (manages own trust) 38. Bank or general purpose credit card company; Visa, Carte Blanche, Master Card (except American Express code 51) 39. Union 40. Church 41. American Association of Retired Persons (AARP) 42. Courts 43. Collection agency; loan liquidator 50. Discover card/Novus (V415-418 only) 51. American Express/Optima card 52. AT&T card 53. Gasoline company 56. Leasing company 57. Airline 61. Other membership organization; AAA, NEA, NTA (V415-418 only) 62. Tribal and similar organizations 75. Foreign institution type 80. Direct student loan NEC (include references to Stafford, Perkins, Ford, etc. student loans when a more specific institution reference is not available). 90. Other commercially branded credit cards (n.e.c.) 92. Money market (mutual) funds, NFS 93. Farm-related lenders (not codeable above), or NA if membership group or government agency 94. Investment/management companies or consultants (not elsewhere classified) 95. Non-financial institution (except codes 40-42 and 61) -1. Combinations of TYPES of financial institutions -7. *OTHER 0. Inap. (no institutions: X8300=-1/fewer than 2 institutions: X8300<2/fewer than 3 institutions: X8300<3/ fewer than 4 institutions: X8300<4/fewer than 5 institutions: X8300<5/fewer than 6 instiutions: X8300<6) ********************************************************* FOR THE PUBLIC DATASET, CODES 42 AND 43 ARE COMBINED WITH CODE 95; CODE 62 IS COMBINED WITH CODE 61; CODE 23 IS COMBINED WITH CODE 24; CODES 50, 51, AND 52 ARE COMBINED WITH CODE 38 ********************************************************* NOTE: CARD 2 was available to the interviewer. This card contains the following in a vertical column: "Commercial Bank," "Savings and Loan or Savings Bank," "Credit Union," "Finance or Loan Company," "Brokerage," and "Other." NOTE: Throughout the codebook, there are variable which are labeled "Recode: type of institution". In these locations, the preceding question asks the respondent whether the institution where a loan/account is held is the same as one of the ones originally recorded in the sequence here. If it was one of these, the interviewer entered a link to the appropriate institution. If it was a new institution and there were fewer than six institutions already listed, the interviewer was instructed to follow a procedure to add the institution to the existing list of institutions. Once six institutions were recorded in the list, the interviewer could either link to an institution that had already been recorded or code an institution type (e.g., commercial bank). For the cases where a link was made to one of the listed institutions, the recode variable contains a code for the institution type obtained from matching to the sequence of variables described here. Where the institution was one that was outside the scope of the list, the recode variable contains a code for the institution type as asked directly from the respondent. NOTE: Examination of the data suggests that a relatively small number of respondents reported that their mortgage institution was a finance company and some others reported that it was a brokerage. Examination of the name of the institution, which is available for most cases in a non-public internal dataset, suggests that the respondent misclassified a mortgage company or mortgage broker. Institution 1: X6600 X6601 X6602 X6603 X6604 X6605 X6606 X6607 Institution 2: X6608 X6609 X6610 X6611 X6612 X6613 X6614 X6615 Institution 3: X6616 X6617 X6618 X6619 X6620 X6621 X6622 X6623 Institution 4: X6624 X6625 X6626 X6627 X6628 X6629 X6630 X6631 Institution 5: X6632 X6633 X6634 X6635 X6636 X6637 X6638 X6639 Institution 6: X6640 X6641 X6642 X6643 X6644 X6645 X6646 X6647 (SHOW CARD 4) What are the main ways (you do/your family does) business with this institution [-by check, by ATM (cash machine), in person, by mail, by talking with someone on the phone, by touchtone service on the phone, by direct deposit or withdrawal, by computer or online service, by other electronic transfer, or some other way]? (Please start with the most important way.) CODE ALL THAT APPLY: CODE MAIN METHOD FIRST AND REMAINDER IN ORDER GIVEN 1. *CASH MACHINE/ATM/debit card 2. *IN PERSON 3. *MAIL 4. *PHONE - TALKING 5. *DIRECT DEPOSIT 6. *DON'T DO REGULAR BUSINESS 7. *PHONE - USING TOUCHTONE SERVICE 8. *DIRECT WITHDRAWAL/PAYMENT 9. *OTHER ELECTRONIC TRANSFER 10. *CHECK 11. R's agent or manager (this is a broad category that encompasses both formal and informal relationships) 12. *COMPUTER/INTERNET/ONLINE SERVICE 30. Fax Machine 33. Credit card -7. *OTHER 0. Inap. (no institutions: X8300=-1/fewer than 2 institutions: X8300<2/fewer than 3 institutions: X8300<3/ fewer than 4 institutions: X8300<4/fewer than 5 institutions: X8300<5/fewer than 6 instiutions: X8300<6) X310(#1) Roughly, how many miles is the office or cash machine of X314(#2) this institution from the home or workplace of the person X318(#3) who uses it most often? IF R ASKS: WE WANT THE CLOSER OF X322(#4) THE DISTANCE FROM HOME OR WORKPLACE. X326(#5) X330(#6) Code number of miles -1. *LESS THAN A MILE 992. *FOREIGN LOCATION -2. *LOCATED AT WORK 51. *OVER 50 MILES -3. *TOLL-FREE PHONE -4. *LOCAL POST BOX -5. *INTERNET/ONLINE SERVICE 0. Inap. (no institutions: X8300=-1/fewer than 2 institutions: X8300<2/fewer than 3 institutions: X8300<3/ fewer than 4 institutions: X8300<4/fewer than 5 institutions: X8300<5/fewer than 6 instiutions: X8300<6) X306 Do you have a card that allows you to deposit or withdraw money from this institution using a cash machine? Do you have a card that allows you to deposit or withdraw money from these institutions using a cash machine? 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? 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? 1. *YES 5. *NO 0. Inap. (no institutions: X8300=-1) X7582 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. Do you use any debit cards? Does your family use any debit cards? INTERVIEWER: WE CARE ABOUT USE, NOT WHETHER R HAS A DEBIT CARD 1. *YES 5. *NO 0. Inap. (no institutions: X8300=-1) X7122 Some people have their paychecks or Social Security benefits or other money automatically paid directly into their accounts. (Do you have any money directly deposited into your account?/ Do you have any money directly deposited into one of your accounts?/ Do you or someone in your family living here have any money directly deposited into your family's account?/ Do you or someone in your family living here have any money directly deposited into one of your family's accounts?) (IF R ASKS, DO NOT INCLUDE INTEREST PAID ON THE ACCOUNT) 1. *YES 5. *NO 0. Inap. (no institiutions: X8300=-1) Earlier you said you use direct deposit. What types of deposits are these: paychecks, Social Security benefits, or other types of deposits? Earlier you said you and your family living here use direct deposit. What types of deposits are these: paychecks, Social Security benefits, or other types of deposits? What kinds of deposits are these? CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN X7123 *PAYCHECK; OTHER INCOME FROM WORK (e.g., consulting fees); reimbursements for work expenses X7124 *SOCIAL SECURITY; RAILROAD RETIREMENT X6858 Pension or other retirement income; IRA/Keogh withdrawals X6859 Royalties and other investment income (Not Elsewhere Classified) 1. Checked 5. Not checked 0. Inap. (no institutions, no automatic deposit: X7122=(0, 5)) X7125 *OTHER 4. Disability payments; VA disability benefits 6. Supplemental Security Income (SSI) and other types of welfare 7. Automatic transfers from another of R's accounts 8. Automatic payments on loans made by R (i.e., loans from shich R receives income) 10. Alimony/support 13. Insurance reimbursement 15. Tax refund 16. Government payments (not classified elsewhere) -7. Other 5. Not checked 0. Inap. (no institutions, no automatic deposit: X7122=(0, 5)) X7126 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. (Do you have any payments that you make in this way?/ Do you and your family living here have any payments that you make in this way?) 1. *YES 5. *NO 0. Inap. (no accounts: X8300=-1) Earlier you said you use direct payments. What types of automatic payments are these: utility bills, mortgage or rent payments, or some other payments made directly from an account without the need to write a check? Earlier you said you and your family living here use direct payments. What types of automatic payments are these: utility bills, mortgage or rent payments, or some other payments made directly from an account without the need to write a check? What sorts of payments are these? CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN X7127 *UTILITY BILLS X7128 *MORTGAGE/RENT X6790 *INSURANCE X6854 AUTOMATIC TRANSFERS TO OTHER ACCOUNTS/INVESTMENTS X6855 OTHER PAYMENTS OF IRREGULAR BILLS (E.G., CREDIT CARD BILLS) X6856 CAR LOANS; OTHER NON-MORTGAGE LOAN PAYMENTS (EXCEPT CREDIT CARDS) 1. Checked 5. Not checked 0. Inap. (no accounts, no pre-auth. debits: X7126=(0, 5)) X7129 *OTHER 4. Condominium/Coop fees /other homeowner fees 6. Lease payments 9. Cable; newspapers; magazines 10. Gifts to charities/non-profits 11. Tuition 12. Health club; YMCA/YWCA/YMHA/YWHA 14. Alimony/support; other transfers to family members 17. Security system; garbage fees; other regular home maintenance fees 18. Safety deposit box 19. Internet provider payment -7. Other regular payments 5. Not checked 0. Inap. (no accounts, no pre-auth. debits: X7126=(0, 5)) X6857 OTHER 4. Condominium/Coop fees 6. Lease payments 9. Cable; newspapers; magazines 10. Gifts to charities/non-profits 11. Tuition 12. Health club; YMCA/YWCA/YMHA/YWHA 14. Alimony/support; other transfers to family members 17. Security system; garbage fees; other regular home maintenance fees 18. Safety deposit box 19. Internet provider payment -7. Other regular payments 5. Not checked 0. Inap. (no accounts, no pre-auth. debits: X7126=(0, 5)) X7130 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. (Do you have any such cards that you can use for a variety of purchases?/ Do you or anyone in your family living here have any such cards that you can use for a variety of purchases?) 1. *YES 5. *NO ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- CREDIT ATTITUDES AND CREDIT CARDS ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- X401 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? 1. *Good idea 3. *GOOD IN SOME WAYS, BAD IN OTHERS 5. *Bad idea 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... X402 first, to cover the expenses of a vacation trip? X403 next, to cover living expenses when income is cut? X404 next, to finance the purchase of a fur coat or jewelry? X405 next, to finance the purchase of a car? X406 finally, to finance educational expenses? 1. *YES 5. *NO X7131 [Have you and your (spouse/partner) applied for any type of credit or loan in the last five years?/ Have you applied for any type of credit or loan in the last five years?] 1. *YES 5. *NO X407 [In the past five years, has a particular lender or creditor turned down any request you or your (spouse/partner) made for credit, or not given you as much credit as you applied for?/ 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?] (PROBE: Turned down, or not as much credit?) IF TURNED DOWN AND NOT AS MUCH CREDIT, ASK WHICH IS MORE RECENT 1. *Yes, turned down 3. *Yes, not as much credit 5. *No 0. Inap. (no credit application in previous 5 years: X7131=5) X408 [Were you later able to obtain the full amount you or your (spouse/partner) requested by reapplying to the same institution or by applying elsewhere?/ Were you later able to obtain the full amount you requested by reapplying to the same institution or by applying elsewhere?] 1. *YES 3. *Did Not Reapply 5. *NO 0. Inap. (no credit application in previous 5 years: X7131=5; not turned down: X407=5) X7585 [On the most recent occasion, what reasons were you or your (spouse/partner) (given for being turned down for credit?/given for being unable to get as much credit as you applied for?)/ On the most recent occasion, what reasons were you given for (being turned down for credit?/being unable to get as much credit as you applied for?)] 50. Family background/life history; who your parents (relatives) are 51. Family size; number of children or dependents 52. Marital status 53. Sex 54. Combination of marital status and sex, "single men", "married women" 55. Age 56. Race 57. Personal character/reputation, whether borrower is stable, honest; known by other people trusted by institution 58. Health 59. Other personal characteristics of borrower 61. Need to have a checking/savings account (at institution) 62. Haven't established a credit history 63. Credit rating service/credit bureau reports 64. Credit records/history from other institution; other loans or charge account; previous payment records; bankruptcy 65. Lack of/not enough assets/collateral/property to secure the loan (except home ownership, code 74); size of down payment; financial status 66. Amount of debt; size of other payments; ability to repay loan 69. Other credit characteristics of borrower 70. Bad Credit, NEC 71. Time on current job 72. Job; type of work; steady/secure employment; good job 73. Lack of job; not working; on welfare 74. Lack of homeownership 75. Time at current address; time in community or state 76. Amount of income; "income" 77. Source of income; retired 78. Where you live; what type of neighborhood/area of city you live in; if you live in the state/county 79. Other financial characteristics of borrower 81. Lack of familiarity/experience; don't have an account there; I'm not a credit union member 82. Previous bad experience (N.E.C); had difficulty/been turned down NA why 83. Institution is more "strict" in lending requirements, NA in what areas 87. "Discrimination"; references to red-lining, NA basis 88. Inconvenient/difficult, not codeable above 89. Other miscellaneous 90. Didn't approve of purpose for which money was to be borrowed 91. Loan was too large for source to handle; source doesn't have much money to lend; money reserves of source are low 92. Interest 94. Loan too small 95. Unclear title -1. None; no reason was given; "bank policy" -7. Other -- N.E.C 0. Inap. (no credit application in previous 5 years: X7131=5; not turned down: X407=5) X7584 What type of credit did you apply for? 1. *Mortgage 2. *Car loan 3. *Other installment loan 4. *Credit Card 6. Store account 17. Equity loan 18. Business/Investment loan 19. *Line of credit 20. Personal loan 21. Consolidation loan 22. Student loan 23. Home improvement loan (except for code 17) -7. *Other 0. Inap. (no credit application in previous 5 years: X7131=5; not turned down: X407=5) X409 [Was there any time in the past five years that you or your (spouse/partner) thought of applying for credit at a particular place, but changed your mind because you thought you might be turned down?/ 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?0 1. *YES 5. *NO X7583 [On the most recent occasion, why did you or your (spouse/partner) think you might be turned down?/ On the most recent occasion, why did you think you might be turned down?] 50. Family background/life history; who your parents (relatives) are 51. Family size; number of children or dependents 52. Marital status 53. Sex 54. Combination of marital status and sex, "single men", "married women" 55. Age 56. Race 57. Personal character/reputation, whether borrower is stable, honest; known by other people trusted by institution 58. Health 59. Other personal characteristics of borrower 61. Need to have a checking/savings account (at institution) 62. Haven't established a credit history 63. Credit rating service/credit bureau reports 64. Credit records/history from other institution; other loans or charge account; previous payment records; bankruptcy 65. Lack of/not enough assets/collateral/property to secure the loan (except home ownership, code 74); size of down payment; financial status 66. Amount of debt; size of other payments; ability to repay loan 69. Other credit characteristics of borrower 70. Bad Credit, NEC 71. Time on current job 72. Job; type of work; steady/secure employment; good job 73. Lack of job; not working; on welfare 74. Lack of homeownership 75. Time at current address; time in community or state 76. Amount of income; "income" 77. Source of income; retired 78. Where you live; what type of neighborhood/area of city you live in; if you live in the state/county 79. Other financial characteristics of borrower 81. Lack of familiarity/experience; don't have an account there; I'm not a credit union member 82. Previous bad experience (N.E.C); had difficulty/been turned down NA why 83. Institution is more "strict" in lending requirements, NA in what areas 87. "Discrimination"; references to red-lining, NA basis 88. Inconvenient/difficult, not codeable above 89. Other miscellaneous 90. Didn't approve of purpose for which money was to be borrowed 91. Loan was too large for source to handle; source doesn't have much money to lend; money reserves of source are low 92. Interest 94. Loan too small 95. Unclear title -1. None; no reason was given; "bank policy" -7. Other -- N.E.C 0. Inap. (did not expect to be turned down: X409=5) X410 Now I have some questions about credit cards and charge cards. (Do you have any credit cards or charge cards?/ Do you or anyone in your family living here have any credit cards or charge cards?) (Please do not include debit cards.) 1. *YES 5. *NO X7973(#1) Now I would like to ask you a few questions about your credit cards. (SHOW CARD 3) (Do you have any type of/ Do you and your family living here have any type of) Visa, Mastercard, Discover, or Optima cards? X7974(#2) (Do you have any type of/ Do you and your family living here have any type of) Sears, Macy's, Wal-Mart, furniture, clothing and other store cards? X7975(#3) (Do you have any type of/ Do you and your family living here have any type of) Gasoline Cards such as Shell, Exxon, BP, Texaco, or Amoco? X7976(#4) (Do you have any type of/ Do you and your family living here have any type of) American Express, Diners Club, or Carte Blanche cards? X7977(#5) (Do you have any type of/ Do you and your family living here have any type of) Airline, Car Rental, or other cards? 1. *YES 5. *NO 0. Inap. (no credit cards: X410=5) NOTE: SHOW CARD 3 contains the following in a vertical column: "Visa, MasterCard, Discover, Optima," "Sears, K-Mart, furniture, clothing and other store cards," "Gasoline cards such as Shell, Exxon, BP, TExaco, and Amoco," "American Express, Diners, Carte Blanche," and "Airline, Car Rental, or other credit cards." X411(#1) How many? X419(#2) (Please do not count duplicate cards for the same account or X422(#3) any business or company accounts.) X425(#4) X428(#5) Code number -1. None 0. Inap. (no credit cards: X410=5; no cards of type) ********************************************************* FOR THE PUBLIC DATASET, THE NUMBER OF #1/2 CARDS IS TOP-CODED AT 10, #3/4/5 CARDS ARE TOP-CODED AT 5 ********************************************************* X412(#1) (On your last bills, roughly how much were the new charges X420(#2) made to these accounts?/ X423(#3) On your last bill, roughly how much were the new charges X426(#4) made to this account?) X429(#5) Code number -1. None 0. Inap. (no credit cards: X410=5; no cards of type) X413(#1) (After the last payments were made on these accounts, X421(#2) roughly what was the balance still owed on these accounts?/ X424(#3) After the last payment was made on this account, roughly X427(#4) what was the balance still owed on this account?) X430(#5) Code number -1. None 0. Inap. (no credit cards: X410=5; no cards of type) X414(#1) (What is the maximum amount you could borrow on all of these accounts; that is, what is your total credit limit?/ What is the maximum amount you could borrow on this account; that is, what is your total credit limit?) Code number -1. No limit 0. Inap. (no credit cards: X410=5; no cards of type) X7132(#1) What interest rate do you pay on the card where you have the largest balance? What is the interest rate on the card you got most recently? What interest rate do you pay on this card? INTERVIEWER: WE WANT TO KNOW THE RATE THAT R PAYS ON NEW BALANCES Code percent * 100 0. Inap. (no credit cards: X410=5; no cards of type) (#1) only: X415 X416 X417 X418 X7500 X6648 X6649 X6720 [Please look at the Institutions Card. Are these credit cards with any of the institutions on the Institutions Card, or from someplace 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?] 1. *Institution 1 2. *Institution 2 3. *Institution 3 4. *Institution 4 5. *Institution 5 6. *Institution 6 -7. *OTHER (Coded using the MASTER INSTITUTION LIST) See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (no credit cards: X410=5; no cards of type) The following codes show on the screen after at least six distinct institutions have been during the course of the interview: 11. *COMMERICAL BANK; trust company 12. *S&L/SAVINGS BANK 13. *CREDIT UNION 15. *STORE OR OTHER BUSINESS 51. *AMERICAN EXPRESS(OPTIMA) 53. *GASOLINE COMPANY 61. *MEMBERSHIP ORG; AAA, NEA, NTA (V415-418 only) -7. *NOT AN INSTITUTION ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* (#1) only: X9082 X9151 X9152 X9153 X9202 X9216 X9221 X9222 Recode: type of insitution See MASTER INSTITIUTION LIST for codes (See X308) 0. Inap. (no credit cards: X410=5; no cards of type) ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X432 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? 1. *Always or almost always 3. *Sometimes 5. *Hardly ever 0. Inap. (no credit cards: X410=5; no #1 or #2 cards) X7577 (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?/ 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?/ Do you have any charge or revolving charge accounts at stores where you owed money after your last payment?/ Do you or your family living here have any charge or revolving charge accounts at stores where you owed money after your last payment?) 1. *YES 5. *NO X7576 (How many such accounts do you have where you owe money?/ How many such accounts do you or your family living here have where you owe money?) Code number -1. None 0. Inap. (no accounts: X7577=5) X7575 (After the last payments were made on these accounts, what was the balance still owed on all these accounts?/ After the last payment was made on this account, what was the balance still owed on this account?) Code number -1. None 0. Inap. (no accounts: X7577=5) ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- PRINCIPAL RESIDENCE ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- X501 INTERVIEWER CHECKPOINT: WHERE DOES R LIVE? 4. *R LIVES ON A RANCH 5. *R LIVES ON A FARM 2. *R LIVES IN A MOBILE HOME/RV 3. *ALL OTHER TYPES OF HOUSING X6770 How many years have you (or anyone in your family here) lived within about 25 miles of your current home? CODE NUMBER OF YEARS -1. *LESS THAN A YEAR -2. *ENTIRE LIFE ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 95 THEN IF 95 SET TO -2 ********************************************************* X7136 (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 -1. No chance (recoded from zero) 10. 20. 30. 40. 50. 50-50 chance 60. 70. 80. 90. 100. Absolutely certain NOTE: CARD 4 contains the following information: The numbers 0, 10, 20, ..., 100 in a horizonal row bounded by dark lines. Below 0 is printed "Absolutely no chance"; in the space below 20 and 30 is printed "Possible but not likely"; below 50 is printed "50-50 chance"; in the space below 70 and 80 is printed "Likely but not certain"; and below 100 is printed "Absolutely certain." ----------------------------------------------------------------------------- R LIVES ON A FARM ----------------------------------------------------------------------------- X502 Now I have some questions about this property. About how many acres is this (farm/ranch), including any acres that are rented or rented out to others? Code acres 0. Inap. (R does not live on farm/ranch: X501^=4 or 5) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 1000 ********************************************************* X503 (Do you operate a farming or ranching business on this property?/ Do you or anyone in your family living here operate a farming or ranching business on this property?) (IF R CLAIMS THE FARM ON HIS INCOME TAX, THEN THE FARM IS A BUSINESS FOR OUR PURPOSES.) 1. *YES 5. *NO 0. Inap. (R does not live on farm/ranch: X501^=4 or 5) X504 (Do you rent out any part of this property to others?/ Do you or anyone in your family living here rent out any part of this property to others?) 1. *YES 5. *NO 0. Inap. (R does not live on farm/ranch: X501^=4 or 5) X505 How much rent do you collect? Code amount -1. None 0. Inap. (R does not live on farm/ranch: X501^=4 or 5; R does not rent out part of property: X504=5) X506 And how often is that amount collected? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -1. No rent collected -7. *Other 0. Inap. (R does not live on farm/ranch: X501^=4 or 5; R does not rent out part of property: X504=5) What part of this property is used for (farm/ranch)ing? X507 Code percent * 100 -1. *Very little 9995. *Almost all 0. Inap. (R does not live on farm/ranch: X501^=4 or 5; R does not operate farm/ranch as a business: X503^=1) X7574 Code number of acres -1. Very little 0. Inap. (R does not live on farm/ranch: X501^=4 or 5; R does not operate farm/ranch as a business: X503^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X508 What is the legal ownership status of this (farm/ranch)? [Do you own this (farm/ranch), do you own part of it, do you rent it, is it all owned by a business, or what?/ Do you or your family living here own this (farm/ranch), do you own part of it, do you rent it, is it all owned by a business, or what?] 1. *Owns all 2. *Owns only part 5. *Sharecropper 3. *Rents/Leases all 4. *Owned by a business -7. *Other 0. Inap. (R does not live on farm/ranch: X501^=4 or 5; R does not operate farm/ranch as a business: X503^=1) R OWNS ALL X509 [Does your (farm/ranch)ing business pay any rent for the use of the property?/ Does your family's (farm/ranch)ing business pay any rent for the use of the property?] 1. *YES 5. *NO 0. Inap. (R does not live on farm/ranch: X501^=4 or 5; R does not operate farm/ranch as a business: X503^=1; R does not own all of farm/ranch: X508^=1) X510 (How much rent do you collect?/ How much rent do you or your family living here collect?) Code amount 0. Inap. (R does not live on farm/ranch: X501^=4 or 5; R does not operate farm/ranch as a business: X503^=1; R does not own all of farm/ranch: X508^=1; business does not pay rent: X509^=1)) X511 And how often is that amount collected? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -7. *Other 0. Inap. (R does not live on farm/ranch: X501^=4 or 5; R does not operate farm/ranch as a business: X503^=1; R does not own all of farm/ranch: X508^=1; business does not pay rent: X509^=1)) X513 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. Code amount 0. Inap. (R does not live on farm/ranch: X501^=4 or 5; R does not operate farm/ranch as a business: X503^=1; R does not own all of farm/ranch: X508^=1) OWNED BY A BUSINESS X514 (Do you pay the business any rent for this property?/ Do you or your family living here pay the business any rent for this property?) 1. *YES 5. *NO 0. Inap. (R does not live on farm/ranch: X501^=4 or 5; R does not operate farm/ranch as a business: X503^=1; farm/ranch not owned by a business: X508^=4) X515 In what month and year did you move into this (farm/ranch)? Code month 1. *January 2. *February 3. *March 4. *April 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (R does not live on farm/ranch: X501^=4 or 5; R does not operate farm/ranch as a business: X503^=1; farm/ranch not owned by a business: X508^=4) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X516 Code year (4 digits) 0. Inap. (R does not live on farm/ranch: X501^=4 or 5; R does not operate farm/ranch as a business: X503^=1; farm/ranch not owned by a business: X508^=4) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-60 ********************************************************* R OWNS PART X517 [Does the (farm/ranch)ing business pay you any rent for the use of the property?/ Does the (farm/ranch)ing business pay you or your family living here any rent for the use of the property?] 1. *YES 5. *NO 0. Inap. (R does not live on farm/ranch: X501^=4 or 5; R does not operate farm/ranch as a business: X503^=1; R does not own only part of farm/ranch: X508^=2) X518 (How much rent do you collect?/ How much rent do you or your family living here collect?) Code amount 0. Inap. (R does not live on farm/ranch: X501^=4 or 5; R does not operate farm/ranch as a business: X503^=1; R does not own only part of farm/ranch: X508^=2; business does not pay rent to R: X517^=1) X519 And how often is that amount collected? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -7. *Other 0. Inap. (R does not live on farm/ranch: X501^=4 or 5; R does not operate farm/ranch as a business: X503^=1; R does not own only part of farm/ranch: X508^=2; business does not pay rent to R: X517^=1) X520 (Do you pay any rent for this property?/ Do you or anyone in your family living here pay any rent for this property?) 1. *YES 5. *NO 0. Inap. (R does not live on farm/ranch: X501^=4 or 5; R does not operate farm/ranch as a business: X503^=1; R does not own only part of farm/ranch: X508^=2) X521 (How much rent do you pay?/ How much rent do you or your family living here pay?) Code amount -1. None 0. Inap. (R does not live on farm/ranch: X501^=4 or 5; R does not operate farm/ranch as a business: X503^=1; R does not own only part of farm/ranch: X508^=2; R does not pay rent to business: X520^=1) X522 And how often is that amount paid? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -1. No rent -7. *Other 0. Inap. (R does not live on farm/ranch: X501^=4 or 5; R does not operate farm/ranch as a business: X503^=1; R does not own only part of farm/ranch: X508^=2; R does not pay rent to business: X520^=1) (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?/ 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?) X523 Code percent * 100 0. Inap. (R does not live on farm/ranch: X501^=4 or 5; R does not operate farm/ranch as a business: X503^=1; R does not own only part of farm/ranch: X508^=2) X7573 Code acres 0. Inap. (R does not live on farm/ranch: X501^=4 or 5; R does not operate farm/ranch as a business: X503^=1; R does not own only part of farm/ranch: X508^=2) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X526 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. Code amount 0. Inap. (R does not live on farm/ranch: X501^=4 or 5; R does not operate farm/ranch as a business: X503^=1; R does not own only part of farm/ranch: X508^=2) ----------------------------------------------------------------------------- R LIVES IN MOBILE HOME ----------------------------------------------------------------------------- X601 (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?/ 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?) 1. *Own both home and site 2. *Own only site 3. *Own only home 4. *Rent both -7. *Neither own nor rent RENTS HOME, OWNS SITE X602 About how much rent do you pay on this home? Code number -1. None 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=2) X603 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED And how often is it paid? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -7. *Other 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=2) X604 Could you tell me the current value of the site? I mean, about what would it bring if it were sold today? Code number 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=2) In what month and year did you purchase the site? (INTERVIEWER: IF GIFT/INHERITANCE, ASK WHEN RECEIVED.) X605 Code month 1. *January 2. *February 3. *March 4. *April 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=2) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X606 Code year (4 digits) 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=2) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-60 ********************************************************* X608 CODE GIFT/INHERITANCE 1. *GIFT/INHERITANCE 5. *R PURCHASED 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=2) X607 How much did this site cost when you originally acquired it? (INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED.) Code amount 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=2) NEITHER OWNS NOR RENTS MH X609 How is that? 1. Housing is part of job compensation; live-in servant; housekeeper; gardener; farm laborer 2. Housing is a gift paid for by someone outside HU; owned by relative outside HU; R pays only taxes 3. Sold home, has not moved yet 4. Living in house which will inherit; estate in process 5. Living in temporary quarters (garage, shed, etc.) while home is under construction 6. Public Housing 8. Living in home of relatives/friends without paying rent 9. House owned by trust created by R 12. R is a part-owner 0 Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=-7) ********************************************************* FOR THE PUBLIC DATASET, CODE 9 IS COMBINED WITH CODE -7; CODE 8 IS COMBINED WITH CODE 2 ********************************************************* In what month and year did you move into this mobile home? X610 Code month 1. *January 2. *February 3. *March 4. *April 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=-7) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X611 Code year (4 digits) 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=-7) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-60 ********************************************************* OWNS HOME, RENTS SITE X612 About how much rent do you pay on this site? Code amount -1. None 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=3) X613 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED And how often is it paid? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -1. No rent collected -7. *Other 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=3) X614 Could you tell me the current value of this mobile home? I mean, about what would it bring if it were sold today? Code amount 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=3) In what month and year did you purchase this mobile home? X615 Code month 1. *January 2. *February 3. *March 4. *April 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=3) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X616 Code year (4 digits) 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=3) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-60 ********************************************************* X618 CODE GIFT/INHERITANCE 1. *GIFT/INHERITANCE 5. *R PURCHASED 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=3) X617 How much did this mobile home cost when you originally acquired it? INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED. Code amount 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=3) RENTS HOME AND SITE X619 About how much rent do you pay on this home and site? Code amount -1. None 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=4) X620 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED And how often is it paid? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -7. *Other 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=4) In what month and year did you move into this mobile home? X621 Code month 1. *January 2. *February 3. *March 4. *April 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=4) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X622 Code year (4 digits) 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=4) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-60 ********************************************************* OWNS HOME AND SITE X623 Could you tell me the current value of this home and site? I mean, about what would they bring if they were sold today? Code amount 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=1) X624 Were the site and mobile home purchased separately? 1. *YES 5. *NO 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=1) In what month and year did you purchase this mobile home? X625 Code month 1. *January 2. *February 3. *March 4. *April 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=1; home and site not purchased separately: X624^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X626 Code year (4 digits) 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=1; home and site not purchased separately: X624^=1) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-60 ********************************************************* X628 CODE GIFT/INHERITANCE 1. *GIFT/INHERITANCE 5. *R PURCHASED 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=1; home and site not purchased separately: X624^=1) X627 How much did the mobile home cost when you originally acquired it? INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED. Code amount 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=1; home and site not purchased separately: X624^=1) In what month and year did you purchase this site? X629 Code month 1. *January 2. *February 3. *March 4. *April 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=1; home and site not purchased separately: X624^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X630 Code year (4 digits) 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=1; home and site not purchased separately: X624^=1) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-60 ********************************************************* X632 CODE GIFT/INHERITANCE 1. GIFT/INHERITANCE 5. R PURCHASED 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=1; home and site not purchased separately: X624^=1) X631 How much did this site cost when you originally acquired it? INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED. Code amount 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=1; home and site not purchases separately: X624^=1) In what month and year did you purchase this mobile home and site? X633 Code month 1. *January 2. *February 3. *March 4. *April 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=1; home and site purchased separately: X624=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X634 Code year (4 digits) 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=1; home and site purchased separately: X624=1) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-60 ********************************************************* X636 CODE GIFT/INHERITANCE 1. *GIFT/INHERITANCE 5. *R PURCHASED 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=1; home and site purchased separately: X624=1) X635 How much did the mobile home and site cost when you originally acquired it? INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED. Code amount 0. Inap. (R does not live in MH: X501^=2; other MH ownership: X601^=1; home and site purchased separately: X624=1) ----------------------------------------------------------------------------- R LIVES IN HU OTHER THAN FARM/RANCH OR MOBILE HOME ----------------------------------------------------------------------------- X701 Now I have some questions about your home. 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? 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? 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? 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? 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? 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? 1. *Owns or is buying/land contract 2. *Pays rent 3. *Condo 4. *Co-op 5. *Townhouse Association 6. *Retirement Lifetime Tenancy -7. *Neither owns nor rents 0. Inap. (R lives in MH: X501=2; R lives on farm and farm is operated as a business: X501=4 or 5 and X503=1) NEITHER OWNS NOR RENTS X705 How is your housing provided? 1. Housing is part of job compensation; live-in servant; house-keeper; gardener; farm laborer 2. Housing is a gift paid for by someone outside HU; owned by relative outside HU; R pays only taxes 3. Sold home, has not moved yet 4. Living in house which will inherit; estate in process 5. Living in temporary quarters (garage, shed, etc.) while home is under construction 6. Public Housing 8. Living in home of relatives/friends without paying rent 9. House owned by trust created by R 12. R is a part-owner -7. Other 0. Inap. (R lives in MH: X501=2; R lives on farm and farm is operated as a business: X501=4 or 5 and X503=1; some living arrangement other than neither owns nor rents: X701^=-7) ********************************************************* FOR THE PUBLIC DATASET, CODE 9 IS COMBINED WITH CODE -7; CODE 8 IS COMBINED WITH CODE 2 ********************************************************* X7133 Do you own any part of this ranch? Do you own any part of this farm? Do you own any part of this (house and lot/apartment)? Does anyone in your family living here own any part of this (farm/ranch)? Does anyone in your family living here own any part of this (house and lot/apartment)? 1. *YES 5. *NO 0. Inap. (R lives in MH: X501=2; R lives on farm and farm is operated as a business: X501=4 or 5 and X503=1; some living arrangement other than neither owns nor rents: X701^=-7) X7134 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 What percent of the property do you own? What percent of the property do you and your family living here own? Code percent * 100 0. Inap. (R lives in MH: X501=2; R lives on farm and farm is operated as a business: X501=4 or 5 and X503=1; some living arrangement other than neither owns nor rents: X701^=-7; R does not own any part: X7133=5) In what month and year did you move into this home? X706 Code month 1. *January 2. *February 3. *March 4. *April 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (R lives in MH: X501=2; R lives on farm and farm is operated as a business: X501=4 or 5 and X503=1; some living arrangement other than neither owns nor rents: X701^=-7; R owns any part: X7133^=5) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X707 Code year (4 digits) 0. Inap. (R lives in MH: X501=2; R lives on farm and farm is operated as a business: X501=4 or 5 and X503=1; some living arrangement other than neither owns nor rents: X701^=-7; R owns any part: X7133^=5) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-60 ********************************************************* RENTS HOME (INCLUDES FARM WITH NO FARM BUSINESS/RENTED FARM) X708 How much rent do you pay for this (farm/ranch)? How much rent do you or your family living here pay for this (farm/ranch)? How much rent do you pay for this (house/apartment)? How much rent do you or your family living here pay for this (house/apartment)? Code amount -1. None 0. Inap. (R lives in MH: X501=2; R lives on farm operated as a business, but does not rent: X501=4 or 5 and X503=1 and X508^=3; some living arrangement other than rents: X701^=2) X709 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED And how often is that amount paid? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -1. No rent collected -7. *Other 0. Inap. (R lives in MH: X501=2; R lives on farm operated as a business, but does not rent: X501=4 or 5 and X503=1 and X508^=3; some living arrangement other than rents: X701^=2) X710 Does that include some or all utilities? 1. *Yes, all 3. *Yes, some 5. *No 0. Inap. (R lives in MH: X501=2; R lives on farm operated as a business, but does not rent: X501=4 or 5 and X503=1 and X508^=3; some living arrangement other than rents: X701^=2) X711 Do you rent it furnished or unfurnished? 1. *Furnished 3. *Partially furnished 5. *Unfurnished 0. Inap. (R lives in MH: X501=2; R lives on farm operated as a business, but does not rent: X501=4 or 5 and X503=1 and X508^=3; some living arrangement other than rents: X701^=2) In what month and year did you move into this ranch? In what month and year did you move into this farm? In what month and year did you move into this (house/apartment)? X712 Code month 1. *January 2. *February 3. *March 4. *April 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (R lives in MH: X501=2; R lives on farm operated as a business, but does not rent: X501=4 or 5 and X503=1 and X508^=3; some living arrangement other than rents: X701^=2) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X713 Code year (4 digits) 0. Inap. (R lives in MH: X501=2; R lives on farm operated as a business, but does not rent: X501=4 or 5 and X503=1 and X508^=3; some living arrangement other than rents: X701^=2) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-60 ********************************************************* R OWNS SOME PART (INCLUDES FARM WITH NO FARM BUSINESS) X7572 Are you required to pay regular fees to an association or property management group in order to live here? 1. *YES 5. *NO 0. Inap. (R lives in MH: X501=2; R lives on farm and farm is operated as a business: X501=4 or 5 and X503=1; some living arrangement other than owns: X701^=1 and X7133^=1) X703 How much are your fees? Code amount -1. None 0. Inap. (R lives in MH: X501=2; R lives on farm and farm is operated as a business: X501=4 or 5 and X503=1; some living arrangement other than owns: X701^=1 and X7133^=1; no fees: X7572^=1) X704 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED And how often do you pay this amount? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -7. *Other 0. Inap. (R lives in MH: X501=2; R lives on farm and farm is operated as a business: X501=4 or 5 and X503=1; some living arrangement other than owns: X701^=1 and X7133^=1; no fees: X7572^=1) X702 INTERVIEWER OBSERVATION: DOES R LIVE IN MULTIPLE HU STRUCTURE? (CONFIRM WITH R IF NECESSARY) 1. *YES 5. *NO 0. Inap. (R lives in MH: X501=2; R lives on farm and farm is operated as a business: X501=4 or 5 and X503=1; some living arrangement other than owns: X701^=1 and X7133^=1 X714 Do you own the entire building or just your unit? Do you and your family living here own the entire building or just your unit? 1. *Entire building 2. *Just R's unit 0. Inap. (R lives in MH: X501=2; R lives on farm and farm is operated as a business: X501=4 or 5 and X503=1; some living arrangement other than owns: X701^=1 and X7133^=1 X715 How many housing units are in this building? Code number of units 0. Inap. (R lives in MH: X501=2; R lives on farm and farm is operated as a business: X501=4 or 5 and X503=1; some living arrangement other than owns: X701^=1 and X7133^=1; does not own entire building: X714^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 100 ********************************************************* X7135 Do you own your unit separately from the rest of the building? 1. *YES 5. *NO 0. Inap. (R lives in MH: X501=2; R lives on farm and farm is operated as a business: X501=4 or 5 and X503=1; some living arrangement other than owns: X701^=1 and X7133^=1; does not own entire building: X714^=1) X716 The following questions about your home refer to your unit only. The following questions refer to the entire building. 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. Code value 0. Inap. (R lives in MH: X501=2; R lives on farm and farm is operated as a business: X501=4 or 5 and X503=1; some living arrangement other than owns: X701^=1 and X7133^=1) NOTE: where X7133=YES (R neither owns nor rents, but owns part of the property), the amount here has been adjusted to reflect the value of the entire property. In what month and year did you first purchase any part of this property? (INTERVIEWER: IF GIFT/INHERITANCE, ASK WHEN RECEIVED.) X719 Code month 1. *January 2. *February 3. *March 4. *April 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (R lives in MH: X501=2; R lives on farm and farm not owned at least in part: X501=4 or 5 and X508^=1 or 2; some living arrangement other than owns: X701^=1 and X7133^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X720 Code year (4 digits) 0. Inap. (R lives in MH: X501=2; R lives on farm and farm not owned at least in part: X501=4 or 5 and X508^=1 or 2; some living arrangement other than owns: X701^=1 and X7133^=1) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-60 ********************************************************* X718 CODE GIFT/INHERITANCE 1. GIFT/INHERITANCE 5. R PURCHASED 0. Inap. (R lives in MH: X501=2; R lives on farm and farm not owned at least in part: X501=4 or 5 and X508^=1 or 2; some living arrangement other than owns: X701^=1 and X7133^=1) (ALL OWNERS EXCEPT MH) X717 How much did it cost when you originally acquired it? INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED. Code value 0. Inap. (R lives in MH: X501=2; R owns neither farm nor other type of dwelling: X508^=1 or 2 and X701^=1, 3, 4, 5, or 6 and X7133^=1) (ALL TYPES OF OWNERS) X721 What are the real estate taxes on this home and land? What are the real estate taxes on this land? What are the real estate taxes on this home? What are the real estate taxes on this farm? What are the real estate taxes on this ranch? What are the real estate taxes on the part of the ranch you own? What are the real estate taxes on the part of the farm you own? What are the real estate taxes on this unit? What are the real estate taxes on this property? Code amount -1. None 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1) X722 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED And how often do you pay this amount? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month 22. Varies -7. *Other -1. None 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1) X723 Is there a mortgage or land contract on this (home/home and land/apartment/property)? IF YES, SAY: Please do not include home equity loans or lines of credit. (IF R SAYS BOTH MORTGAGE AND LAND CONTRACT, CHOOSE MORTGAGE) 1. *Yes, mortgage 2. *Yes, land contract 5. *No 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1) X830 Do you have a second mortgage or a land contract on this property? IF YES, SAY: Please do not include 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. 1. *Yes, second mortgage 2. *Yes, land contract 5. *No 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723=5) X931 Do you have any other loans that use this property as collateral? Do you have any loans that use this property as collateral? IF YES, SAY: Please do not include any home equity lines of credit. 1. *YES 5. *NO 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; first mortgage but no second mortgage: X723=1 and X830^=1) ----------------------------------------------------------------------------- MORTGAGES/LAND CONTRACTS/EQUITY LOANS ON PRINCIPAL RESIDENCE #1 refers to first mortgage #2 refers to second mortgage #3 refers to other home equity loan other than a home equity line of credit ----------------------------------------------------------------------------- X724(#1) Is the first or main mortgage a federally guaranteed mortgage, such as FHA or VA? 1. *YES 5. NO 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no mortgage: X723=5) X726(#1) Is it an FHA mortgage, a VA mortgage, or is it from some other program? 1. *Federal Housing Administration (FHA) 2. *Veteran's Administration (VA) 3. Federal land bank 4. Federal National Mortgage Association ("Fannie Mae") 5. Federal Home Loan Mortgage Corp. ("Freddie Mac") 10. State housing programs 11. First-time buyer program, n.e.c. 12. Other Federal loan program -7. *Other 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no mortgage: X723=5; not federally guaranteed: X724^=1) X727(#1) Why did you choose this type of loan? Credit Terms/Cost Of Loan 1. Interest rate -- low (er) / reasonable/best available rates 4. Finance charges low (er) or none (other than interest or NA if includes interest.) 5. Amount of the down payment 6. Size of (monthly) payments; payment amount; longer contracts -- more time to pay off loan 9. Easier to get credit -- require less information/collateral; less stringent rules for giving credit; get credit approval faster; no red tape 25. Credit terms/arrangements -- NA what: "affordable terms" 26. Give the best (a better) deal -- NA how 29. Other credit terms or cost of loan 80. No Choice, NEC 81. Used before, always use 83. Recommended 85. Home inspection policy 90. Assumed or assumable; seller-financed -7. Other 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no mortgage: X723=5; not federally guaranteed: X724^=1) X725(#1) Private mortgage insurance, or PMI, protects lenders against default. Does your mortgage carry PMI? (IF R ASKS: DO NOT INCLUDE MORTGAGE LIFE INSURANCE.) 1. *YES 5. *NO 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no mortgage: X723=5; has VA/FHA: X724=1) About this mortgage, in what month and year did you obtain or last refinance it? About this land contract, in what month and year did you obtain or last refinance it? About this loan, in what month and year did you obtain or last refinance it? X801(#1) Code month X901(#2) 1. *January X1001(#3) 2. *February 3. *March 4. *April 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2/no second mortgage: X830^=1/no third mortgage: X931^=1 or (X723=5 and X830^=1)) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X802(#1) Code year (4 digits) X902(#2) 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X1002(#3) X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2/no second mortgage: X830^=1/no third mortgage: X931^=1 or (X723=5 and X830^=1)) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-30 ********************************************************* X803(#1) Was this mortgage assumed from the previous owner? X903(#2) Was this land contract assumed from the previous owner? Was this second mortgage assumed from the previous owner? 1. *YES 5. *NO 0. Inap. (Does not own any part of HU or owns only mobile home and not site: X508^=1 or 2 and X601^=1 or 2 and X701^=1, 3, 4, 5, 6, or 8 and X7133^=1; no first mortgage: X723^=1 or 2/no second mortgage: X830^=1) X7137(#1) Did you take out this mortgage to: refinance or rollover an earlier loan, borrow additional money on your home equity, or to do both? 1. *Refinance or rollover an earlier loan, 2. *Borrow additional money on your home equity, 3. *Do both? 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1 or 2 and X701^=1, 3, 4, 5, or 6 and X7133^=1; land contract: X723=2; no mortgage: X723=5; year of mortgage same as year of purchase: X802=one of X606, X626, X630, X634, or X720) X6723(#1) For what purpose was the money used? MASTER LOAN PURPOSE LIST 1. Own home purchase 3. Home improvements or additions (incl. assessments for sewer/sidewalk, etc.) 4. Home repairs/maintenance/upkeep 10. Car 11. Refrigerator 12. Stove/range; microwave oven 13. Dishwasher 14. Freezer 15. Air conditioner 16. Washing machine (incl. washer/dryer combination) 17. Dryer 18. Furniture (excluding pianos and organs -- see code 34); lamps; mattress and spring combinations; rug and/or carpet; other household furnishings 20. Vaccum cleaners 23. Home computer; calculator; computer terminal 24. Truck/jeep/utility vehicle 25. Combination of appliances (incl. TV); "appliances" -- NA type 26. Combination of furniture and appliances 29. Other appliances or durable goods; sewing machine; typewriter 31. Stereo; phonograph (may include radio); include sound equipment; amplifiers here; radio (AM or FM); tuner; CB equipment; tape recorder, tape player (cassette or reel-to-reel); CD player 34. Piano; Organ 35. Musical instruments (excl. piano and organ) 36. TV -- color or black and white; "home entertainment center" (including combination TV, radio, phonograph); video cassette recorder/player (VCR); video camera (Cam-corder); satellite dish 49. Other small/indoor hobby and entertainment items (incl. pool tables and regular cameras) 50. Power tools and yard equipment 61. Boat; boating equipment (incl. trailer), airplane, airplane equipment 63. Motorcycles; bicycle; moped; snowmobiles; off-road vehicles 65. Camper-trailers; RV -- NFS 67. Cottage; vacation property; mobile homes -- seasonal residence (if current residence, code 01); "motorhome" 69. Other outdoor recreation items; horse 71. Invest in Bus #1 72. Invest in Bus #2 73. Invest in Bus #3 74. Invest in own business, other than 71-73 or NA which or all 75. Business investment (own) (exc. 71-74), incl. businesses now defunct 76. Other asset investment; bought stocks/bonds; IRA deposit; gold; "investment" -- NFS 78. Investment real estate (incl. cemetery plots and additions and repairs to investment property); farmland (exc. 71-74); 79. Other investments 80. Divorce/separation expenses 81. Travel/vacation expenses 82. Medical/dental expenses; attorney's fees 83. Education/school expenses 84. Tax and insurance expenses (exc. vehicle, code 93) 85. Weddings/funerals/other "occasions" 88. Moving expenses 89. Other special expenses; encyclopedia; health membership 90. "Personal loan"--NA what for 91. Bill consolidation; "bills" 92. Personal items, incl. clothing, jewelry 93. Vehicle repair/upkeep (incl. insurance) 94. Gifts; goods or gifts of money; "Christmas" 95. Living/general expenses 96. Loans made to others; "loaned friend/son money for a house" -7. Other (including combinations) 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1 or 2 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no mortgage: X723=5; year of mortgage same as year of purchase: X802=one of X606, X626, X630, X634, or X720; additional money not taken out on loan: X7137^=2 or 3) ********************************************************* THE FOLLOWING NEW CATEGORIES HAVE BEEN CREATED FOR THE PUBLIC DATASET: IF (loan purpose type=1 or 67) THEN newcode=1; ELSE IF (loan purpose type=3 or 4) THEN newcode=2; ELSE IF (loan purpose type=10 or 24) THEN newcode=3; ELSE IF (loan purpose type=11, 12, 13, 14, 15, 16, 17, 18, 20, 25, 26, or 29) THEN newcode=4; ELSE IF (loan purpose type=23, 31, 34, 35, 36, 49, 50, or 69) THEN newcode=5; ELSE IF (loan purpose type=61, 63, or 65) THEN newcode=6; ELSE IF (loan purpose type=71, 72, 73, 74, 75, 76, 78, or 79) THEN newcode=7; ELSE IF (loan purpose type=80, 81, 85, 88, or 89) THEN newcode=8; ELSE IF (loan purpose type=82 or 83) THEN newcode=9; ELSE IF (loan purpose type=84, 90, 91, 92, 93, 94, 95, or 96) THEN newcode=10; ********************************************************* X804(#1) What was the amount of the land contract when you took it out? X904(#2) X1004(#3) How much did you borrow or refinance? Code amount 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2/no second mortgage: X830^=1/no third mortgage: X931^=1 or (X723=5 and X830^=1)) X805 What is the amount still owed on the land contract? X905(#2) X1005(#3) How much is still owed on this loan? Code amount 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2/no second mortgage: X830^=1/no third mortgage: X931^=1 or (X723=5 and X830^=1)) How many years or payments did you agree upon when the (land contract/loan) was taken out (or refinanced)? X806(#2) NUMBER OF YEARS X906(#2) X1006(#3) Code number of years -1. NO SET NUMBER OF YEARS -7. Unable to calculate from number of payments 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2/no second mortgage: X830^=1/no third mortgage: X931^=1 or (X723=5 and X830^=1)) X807(#1) NUMBER OF PAYMENTS X907(#2) X1007(#3) Code number of payments -1. NO SET NUMBER OF PAYMENTS -7. Unable to calculate from number of years 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2/no second mortgage: X830^=1/no third mortgage: X931^=1 or (X723=5 and X830^=1)) X9154(#1) Recode: Term of loan in months X9155(#2) X9156(#3) Code number of months -1. NO SET NUMBER OF YEARS/PAYMENTS -7. Unable to calculate from number of payments/years 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2/no second mortgage: X830^=1/no third mortgage: X931^=1 or (X723=5 and X830^=1)) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X808(#1) How much are the payments? X908(#2) X1008(#3) Code amount -1. None -2. NO REGULAR PAYMENTS 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2/no second mortgage: X830^=1/no third mortgage: X931^=1 or (X723=5 and X830^=1); no set number of payments: X806/X906/X1006=-1 or X807/X907/X1007=-1) X809(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X909(#2) And how often are they due? X1009(#3) Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month 23. 13 times a year; every 4 weeks 24. Every 6 weeks 22. Varies -1. NO PAYMENT -2. NO REGULAR PAYMENTS -7. *Other 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2/no second mortgage: X830^=1/no third mortgage: X931^=1 or (X723=5 and X830^=1); no set number of payments: X806/X906/X1006=-1 or X807/X907/X1007=-1) X813(#1) What is the typical payment? X913(#2) X1013(#3) Code amount -1. None -2. NO TYPICAL PAYMENTS 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2/no second mortgage: X830^=1/no third mortgage: X931^=1 or (X723=5 and X830^=1); set number of payments and positive payment: X806/X906/X1006^=-1 and X807/X907/X1007^=-1 and X808/X908/X1008>0) X814(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X914(#2) And how often is it made? X1014(#3) Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month 23. 13 times a year; every 4 weeks 24. Every 6 weeks 22. Varies -1. NO PAYMENT -2. NO TYPICAL PAYMENTS -7. *Other 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2/no second mortgage: X830^=1/no third mortgage: X931^=1 or (X723=5 and X830^=1); set number of payments and positive payment: X806/X906/X1006^=-1 and X807/X907/X1007^=-1 and X808/X908/X1008>0) X810(#1) Does the amount include property taxes or home owners insurance? (Which?) 1. *Taxes only 2. *Insurance only 3. *Both 4. *Neither 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2; no typical payment: X813=-1 or -2/X913=-1 or -2/X1013=-1 or -2) X811(#1) Will the (regular) payments repay the loan completely, or X911(#2) will there be a balance payable, or "balloon" payment, when X1011(#3) the loan is due? 1. *Repay completely 2. *Balance payable or Balloon 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2/no second mortgage: X830^=1/ no third mortgage: X931^=1 or (X723=5 and X830^=1; no typical payment: X813=-1 or -2/X913=-1 or -2/X1013=-1 or -2) X812(#1) What will the balance due or balloon payment be? X912(#2) X1012(#3) Code amount 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2/no second mortgage: X830^=1/ no third mortgage: X931^=1 or (X723=5 and X830^=1; no typical payment: X813=-1 or -2/X913=-1 or -2/ X1013=-1 or -2; no balloon payment: X811^=2/X911^=2/X1011^=2) X7571(#1) Are you paying off this (land contract/loan) ahead of X7570(#2) schedule, behind schedule, or are the payments about X7569(#3) on schedule? 1. *ON SCHEDULE 2. *AHEAD OF SCHEDULE 3. *BEHIND SCHEDULE 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2/no second mortgage: X830^=1/ no third mortgage: X931^=1 or (X723=5 and X830^=1; no set number of payments: X806=-1/X906=-1/X1006=-1; no typical payment: X813=-1 or -2/X913=-1 or -2/ X1013=-1 or -2) X815(#1) When do you expect this (land contract/loan) to be repaid? X915(#2) X1015(#3) Code year (4 digits) 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2/no second mortgage: X830^=1/ no third mortgage: X931^=1 or (X723=5 and X830^=1; no set number of payments: X811=-1/X911=-1/X1011=-1; loan on schedule: X7571=1/X7570=1/X7569=1) X816(#1) What is the current annual rate of interest being charged X916(#2) on the (land contract/loan)? X1016(#3) Code percent * 100 -1. No interest 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2/no second mortgage: X830^=1/ no third mortgage: X931^=1 or (X723=5 and X830^=1) X817(#1) Please look at the Institutions Card. Is the loan with any X917(#2) of the institutions on the Institutions Card, or from X1017(#3) 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.) 1. *Institution 1 2. *Institution 2 3. *Institution 3 4. *Institution 4 5. *Institution 5 6. *Institution 6 -7. *OTHER (Coded using the MASTER INSTITUTION LIST) See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2/no second mortgage: X830^=1/ no third mortgage: X931^=1 or (X723=5 and X830^=1) The following codes show on the screen after at least six distinct institutions have been during the course of the interview: 11. *Commercial bank; trust company 12. *Savings & Loan; savings bank 14. *Finance or loan company 17. *Insurance company 18. *Mortgage company 19. *Contractor or developer 20. *Prior owner ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X9083(#1) Recode: type of institution X9084(#2) X9085(#3) See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2/no second mortgage: X830^=1/ no third mortgage: X931^=1 or (X723=5 and X830^=1) ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X7568(#1) Is this the same institution as the one from which you originally took out this loan? 1. *YES 5. *NO 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2) X819(#1) (SHOW CARD 4) What was the most important reason you chose the original lender? What is the most important reason you chose this lender? (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?) 1. *RECOMMENDED 2. *LOW INTEREST RATES 3. *LOCATION OF OFFICES 4. *OTHER BUSINESS WITH THEM 5. *EASY TO QUALIFY (for credit); only place that would give us a loan 6. Many services in one place 10. Low fees/service charges 11. Personal relationship; they know me; know/like them; R/Spouse works there 21. No choice -- assumed existing debt and lender from previous owner 22. No choice--financed through contractor/developer/prev. owner/builder and this was their financial institution/ land contract 23. No choice (n.e.c.) 24. Flexible loan terms; choice of loan terms 25. Handled VA loans 26. Participated in first time buyer program 27. Government-sponsored program n.e.c. -7. *OTHER REASON 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2) NOTE; SHOW CARD 5 contained a vertial column of the following iterms: "Recommended," "Low interest rates," "Location of offices," "Other business with them," "Easier to quality," " Other reason." X918(#2) Was the money from this loan used for the purchase of this X1018(#3) home or for some other purpose? 1. *Home purchase 3. *Home improvements -7. *Other (Coded using the MASTER LOAN PURPOSE LIST) See MASTER LOAN PURPOSE LIST at X6723 for other codes 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no second mortgage: X830^=1/no third mortgage: X931^=1 or (X723=5 and X830^=1) ********************************************************* SEE MASTER LOAN PURPOSE LIST FOR INFORMATION ON CODE COLLAPSING FOR LOAN PURPOSE VARIABLES FOR PUBLIC DATASET ********************************************************* X820(#1) Is this an adjustable rate (contract/loan/mortgage); that X920(#2) is, does it have an interest rate that can rise or fall X1020(#3) from time to time? 1. *YES 5. *NO 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2/no second mortgage: X830^=1/ no third mortgage: X931^=1 or (X723=5 and X830^=1) X821(#1) Does the change in your interest rate depend on some other interest rate? 1. *YES 5. *NO 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2; not adjustable rate: X820^=1) X822(#1) On what other rate does it depend? 1. Consumer Price Index (CPI); "cost of living" 2. GDP (Gross Domestic Product) Deflator 3. Prime (interest) Rate 4. Treasury Bill/Bond Rate (T-Bill rate) 5. "Current rate" or "going rate" -- NFS 6. District/regional rate 7. Other index; index NEC 8. CD rate 9. Other specific interest rate (includes LIBOR etc.) 11. FHLBB (Federal Home Loan Bank Board) 12. FSLIC (Federal Savings and Loan Ins. Corp) 13. Ginny Mae rate -7. Other 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2; not adjustable rate: X820^=1) How often can your interest rate change? X823(#1) Code number of times 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2; not adjustable rate: X820^=1) X824(#1) Code frequency 1. Day 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. Lump sum; one payment only; *in total 11. Twice per year; every six months 12. *Bimonthly; every two months 13. *Every three years 15. *Continuously floating rate; when rate changes 16. *Per 7 years 17. Initially fixed for 2 or more years, then variable annually 18. Hour 22. Varies 25. Every two years 26. Every four years 27. Every five years 28. Every ten years 30. At seven years 31. Twice a month -7. *Other 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2; not adjustable rate: X820^=1) X825(#1) When the interest rate on your mortgage changes, does the size of your monthly payments also change? 1. *YES 5. *NO 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2; not adjustable rate: X820^=1) X826(#1) What is the most the rate can rise at any one time? (POINTS = PERCENTAGE POINTS) Code percent * 100 -2. No limit 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2; not adjustable rate: X820^=1) X828(#1) What was the interest rate on this mortgage when you first got it? Code percent * 100 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2; not adjustable rate: X820^=1) X827(#1) 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. Code percent * 100 -2. No limit 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2; not adjustable rate: X820^=1) X829(#1) Is this a convertible mortgage; that is do you have an option to convert it to a mortgage with a fixed interest rate? 1. *YES 5. *NO 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no first mortgage: X723^=1 or 2; not adjustable rate: X820^=1) ----------------------------------------------------------------------------- OTHER LOAN USED TO PURCHASE PROPERTY ----------------------------------------------------------------------------- X1032 Do you owe money on any other loans used for the purchase of this property, such as loans from relatives or the seller? Do you owe money on any loans used for the purchase of this property, such as loans from relatives or the seller? 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? 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? IF YES, SAY: Please do not include home equity lines of credit. 1. *YES 5. *NO 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1) In what month and year was this loan taken out? X1033 Code month 1. *January 2. *February 3. *March 4. *April 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no other loan for home purchase: X1032^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X1034 Code year (4 digits) 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no other loan for home purchase: X1032^=1) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-30 ********************************************************* X1035 How much was borrowed, not including finance charges? Code amount 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no other loan for home purchase: X1032^=1) X1036 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? 1. *Regular installment 2. *Other kind 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no other loan for home purchase: X1032^=1) How many monthly payments or years were agreed upon when the loan was received? X1038 Code number of years -1. No set number of years -7. Unable to calculate from number of payments 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no other loan for home purchase: X1032^=1; not a regular loan: X1036^=1) X1037 Code number of payments -1. No set number of payments -7. Unable to calculate from number of years 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no other loan for home purchase: X1032^=1; not a regular loan: X1036^=1) X9160 Recode: term of loan in months -1. No set number of years/payments -7. Unable to calculate from number of years/payments 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no other loan for home purchase: X1032^=1; not a regular loan: X1036^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X1039 How much are the payments? Code amount -1. Nothing -2. No regular payment 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no other loan for home purchase: X1032^=1; not a regular loan: X1036^=1; no set number of payments: X1038=-1) X7567 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED And how often are they made? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -1. Nothing -2. No regular payment -7. *Other 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no other loan for home purchase: X1032^=1; not a regular loan: X1036^=1; no set number of payments: X1038=-1) X1040 What is the typical payment? Code amount -1. Nothing -2. No typical payment 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no other loan for home purchase: X1032^=1; regular loan and regular payments: X1036=1 and X1039>0) X1041 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED And how often is it made? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month 22. Varies -1. Nothing -2. No regular payment -7. *Other 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no other loan for home purchase: X1032^=1; regular loan and regular payments: X1036=1 and X1039>0) X7566 Are you paying off this loan ahead of schedule, behind schedule, or are the payments about on schedule? 1. *On schedule 2. *Ahead of schedule 3. *Behind schedule 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no other loan for home purchase: X1032^=1; not regular loan: X1036^=1; no regular payment: X1039<=0) In what month and year do you expect this loan to be repaid? X1042 Code month 1. *January 2. *February 3. *March 4. *April 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no other loan for home purchase: X1032^=1; payments on schedule: X7566=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X1043 Code year (4 digits) 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no other loan for home purchase: X1032^=1; payments on schedule: X7566=1) X1044 How much is still owed on this loan? Code amount 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no other loan for home purchase: X1032^=1) X1045 What is the current annual rate of interest being charged on this loan? Code percent * 100 -1. Nothing 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no other loan for home purchase: X1032^=1) X1046 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.) 1. Institution 1 2. Institution 2 3. Institution 3 4. Institution 4 5. Institution 5 6. Institution 6 -7. *OTHER (Coded using the MASTER INSTITUTION LIST) See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no other loan for home purchase: X1032^=1) The following codes show on the screen after at least six distinct institutions have been during the course of the interview: 11. *Commercial bank; trust company 12. *Savings & Loan; savings bank 14. *Finance or loan company 17. *Insurance company 18. *Mortgage company 19. *Contractor or developer 20. *Prior owner ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X9086 Recode: type of institution See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no other loan for home purchase: X1032^=1) ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- LINES OF CREDIT ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- X1101 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. 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. 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. 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. (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.) 1. *YES 5. *NO X1102 How many lines of credit do you have? How many lines of credit do you and your family living here have? Code number 0. Inap. (no lines of credit: X1101=5) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 5 ********************************************************* X6686 Originally reported value of X1102 (see introduction) Code number 0. Inap. (no lines of credit: X1101=5) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 5 ********************************************************* ----------------------------------------------------------------------------- #1 refers to first line of credit #2 refers to second line of credit #3 refers to third line of credit #4 refers to all remaining lines of credit ----------------------------------------------------------------------------- X1103(#1) Is this line of credit secured by the equity in your home? X1114(#2) X1125(#3) Is the largest line of credit secured by the equity in your home? Is the next line of credit secured by the equity in your home? 1. *YES 5. *NO 0. Inap. (no lines of credit: X1101=5/no second line of credit: X1102<2/no third line of credit: X1102<3; does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1) X1105(#1) Do you currently owe any money on this line? X1116(#2) X1127(#3) 1. *YES 5. *NO 0. Inap. (no lines of credit: X1101=5/no second line of credit: X1102<2/no third line of credit: X1102<3) X7141(#1) How much did you borrow the most recent time you used this X7142(#2) line? X7143(#3) Code amount 0. Inap. (no lines of credit: X1101=5/no second line of credit: X1102<2/no third line of credit: X1102<3; not currently borrowing: X1105^=1/X1116^=1/X1127^=1) X1106(#1) What was the money used for? (What was its major use?) X1117(#2) X1128(#3) See MASTER LOAN PURPOSE LIST at X6723 0. Inap. (no lines of credit: X1101=5/no second line of credit: X1102<2/no third line of credit: X1102<3; not currently borrowing: X1105^=1/X1116^=1/X1127^=1) ********************************************************* SEE MASTER LOAN PURPOSE LIST FOR INFORMATION ON CODE COLLAPSING FOR LOAN PURPOSE VARIABLES FOR PUBLIC DATASET ********************************************************* X1108(#1) How much is currently owed? X1119(#2) X1130(#3) Code amount 0. Inap. (no lines of credit: X1101=5/no second line of credit: X1102<2/no third line of credit: X1102<3; not currently borrowing: X1105^=1/X1116^=1/X1127^=1) X1109(#1) What is the typical payment? X1120(#2) X1131(#3) Code amount -1. Nothing -2. No typical payment 0. Inap. (no lines of credit: X1101=5/no second line of credit: X1102<2/no third line of credit: X1102<3; not currently borrowing: X1105^=1/X1116^=1/X1127^=1) X1110(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X1121(#2) And how often is it made? X1132(#3) Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month 22. Varies -1. NO PAYMENT -2. NO TYPICAL PAYMENTS -7. *Other 0. Inap. (no lines of credit: X1101=5/no second line of credit: X1102<2/no third line of credit: X1102<3; not currently borrowing: X1105^=1/X1116^=1/X1127^=1) X1111(#1) What is the current annual rate of interest being charged X1122(#2) on this loan? X1133(#3) Code percent * 100 -1. Nothing 0. Inap. (no lines of credit: X1101=5/no second line of credit: X1102<2/no third line of credit: X1102<3; not currently borrowing: X1105^=1/X1116^=1/X1127^=1) X1112(#1) (Please look at the Institutions Card.) Is this line of X1123(#2) credit with any of the institutions on the Institutions X1134(#3) 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.) 1. Institution 1 2. Institution 2 3. Institution 3 4. Institution 4 5. Institution 5 6. Institution 6 -7. *OTHER (Coded using the MASTER INSTITUTION LIST) See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (no lines of credit: X1101=5/no second line of credit: X1102<2/no third line of credit: X1102<3) The following codes show on the screen after at least six distinct institutions have been during the course of the interview: 11. *Commercial bank; trust company 12. *Savings & Loan; savings bank 14. *Finance or loan company 17. *Insurance company 18. *Mortgage company 19. *Contractor or developer 20. *Prior owner ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X9087(#1) Recode: type of institution X9088(#2) X9089(#3) See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (no lines of credit: X1101=5/no second line of credit: X1102<2/no third line of credit: X1102<3) ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X1104(#1) (Including what you owe now,) what is the maximum amount X1115(#2) you could borrow on this line of credit? X1126(#3) Code amount 0. Inap. (no lines of credit: X1101=5/no second line of credit: X1102<2/no third line of credit: X1102<3) X1136(#4) What is the total amount that you currently owe on all other remaining lines of credit? What is the total amount that you and your family living here currently owe on all other remaining lines of credit? Code amount -1. Nothing 0. Inap. (no lines of credit: fewer than four lines credit: X1102<4) X8401(#4) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (Does not have any lines of credit: X1101=5; fewer than four lines of credit: X1102<4; did not break off early in grid) ----------------------------------------------------------------------------- HOME IMPROVEMENTS ----------------------------------------------------------------------------- X1201 Have you ever made any major additions or done extensive remodeling to this property? Have you and your family living here ever made any major additions or done extensive remodeling to this property? 1. *YES 5. *NO 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1) X1202 Roughly what was the total cost of all remodeling or additions to this property? Code amount 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no improvements: X1201^=1) X1203 Other than what I have already recorded, do you owe any money on loans taken out for these projects? Other than what I have already recorded, do you or your family living here owe any money on loans taken out for these projects? 1. *YES 5. *NO 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no improvements: X1201^=1) In what month and year was the most recent loan taken out? X1204 Code month 1. *January 2. *February 3. *March 4. *April 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no improvements: X1201^=1; no home improvement loan: X1203^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X1205 Code year (4 digits) 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no improvements: X1201^=1; no home improvement loan: X1203^=1) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-30 ********************************************************* X1206 How much was borrowed, not including finance charges? Code amount 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no improvements: X1201^=1; no home improvement loan: X1203^=1) X1207 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? 1. *Regular installment 2. *Other kind 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no improvements: X1201^=1; no home improvement loan: X1203^=1) How many monthly payments or years were agreed upon when the loan was received? X1209 Code number of years -1. No set number of years -7. Unable to calculate from number of payments 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no improvements: X1201^=1; no home improvement loan: X1203^=1; not a regular loan: X1207^=1) X1208 Code number of payments -1. No set number of payments -7. Unable to calculate from number of years 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no improvements: X1201^=1; no home improvement loan: X1203^=1; not a regular loan: X1207^=1) X9161 Recode: term of loan in months -1. No set number of years/payments -7. Unable to calculate from number of years/payments 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no improvements: X1201^=1; no home improvement loan: X1203^=1; not a regular loan: X1207^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X1210 How much are the payments? Code amount -1. Nothing -2. No regular payment 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no improvements: X1201^=1; no home improvement loan: X1203^=1; not a regular loan: X1207^=1; no set number of payments: X1209=-1) X7565 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED And how often are they made? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -1. Nothing -2. No regular payment -7. *Other 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no improvements: X1201^=1; no loan for home improvements: X1203^=1; not a regular loan: X1207^=1; no set number of payments: X1209=-1) X1211 What is the typical payment? Code amount -1. Nothing -2. No typical payment 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no improvements: X1201^=1; no loan for home improvements: X1203^=1; not a regular loan and regular payments: X1210>0) X1212 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED And how often is it made? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month 22. Varies -1. Nothing -2. No regular payment -7. *Other 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no improvements: X1201^=1; no loan for home improvements: X1203^=1; not a regular loan and regular payments: X1210>0) X7564 Are you paying off this loan ahead of schedule, behind schedule, or are the payments about on schedule? 1. *On schedule 2. *Ahead of schedule 3. *Behind schedule 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no improvements: X1201^=1; no loan for home improvements: X1203^=1; not a regular loan: X1207^=1; no regular payment: X1210<=0) In what month and year do you expect this loan to be repaid? X1213 Code month 1. *January 2. *February 3. *March 4. *April 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no improvements: X1201^=1; no loan for home improvements: X1203^=1; payments on schedule: X7564=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X1214 Code year (4 digits) 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no improvements: X1201^=1; no loan for home improvements: X1203^=1; payments on schedule: X7564=1) X1215 How much is still owed on this loan? Code amount 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no improvements: X1201^=1; no loan for home improvements: X1203^=1) X1216 What is the current annual rate of interest being charged on this loan? Code percent * 100 -1. Nothing 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no improvements: X1201^=1; no loan for home improvements: X1203^=1) X1217 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.) 1. *Institution 1 2. *Institution 2 3. *Institution 3 4. *Institution 4 5. *Institution 5 6. *Institution 6 -7. *OTHER (Coded using the MASTER INSTITUTION LIST) See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no improvements: X1201^=1; no loan for home improvements: X1203^=1) The following codes show on the screen after at least six distinct institutions have been during the course of the interview: 11. *Commercial bank; trust company 12. *Savings & Loan; savings bank 14. *Finance or loan company 17. *Insurance company 18. *Mortgage company 19. *Contractor or developer 20. *Prior owner ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X9090(#1) Recode: type of institution See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no improvements: X1201^=1; no loan for home improvements: X1203^=1) ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X1218 Do you owe money on more than one loan for home additions or improvements to this property? 1. *YES 5. *NO 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no improvements: X1201^=1; no home improvement loan: X1203^=1) X1219 Altogether, how much is still owed on all other loans for additions or improvements to this property? Code amount 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no improvements: X1201^=1; no home improvement loan: X1203^=1; no additional home improvement loans: X1218^=1) X1220 Altogether, how much are the payments? Code amount -1. None 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no improvements: X1201^=1; no home improvement loan: X1203^=1; no additional home improvement loans: X1218^=1) X1221 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED And how often are they made? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -1. Nothing -2. No regular payment -7. *Other 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; no improvements: X1201^=1; no home improvement loan: X1203^=1; no additional home improvement loans: X1218^=1) ----------------------------------------------------------------------------- RENT OUT ANY PORTION OF PROPERTY ----------------------------------------------------------------------------- X1223 Do you rent out any portion of this (house or lot/apartment/mobile/home/building) to others? Do you or anyone in your family here rent out any portion of this (house or lot/apartment/mobile home/building) to others? 1. *YES 5. *NO 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; R lives on farm: X501=4 or 5) X1224 How much rent do you collect? Code amount -1. Nothing 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; R lives on farm: X501=4 or 5; does not rent part of home: X1223^=1) X1225 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED And how often is that amount collected? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -1. No rent collected -7. *Other 0. Inap. (Does not own any part of HU: X508^=1 or 2 and X601^=1, 2, or 3 and X701^=1, 3, 4, 5, or 6 and X7133^=1; R lives on farm: X501=4 or 5; does not rent part of home: X1223^=1) ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- LAND CONTRACTS AND NOTES GIVEN BY R ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- X1401 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. 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. 1. *YES 5. *NO X1402 Does the buyer still owe you money on any of these notes, land contracts, or mortgages? Does the buyer still owe your family money on any of these notes, land contracts, or mortgages? 1. *YES 5. *NO 0. Inap. (Never made any such loans: X1401=5) X1403 Altogether, on how many such loans are you owed money? Altogether, on how many such loans is your family owed money? Code number 0. Inap. (Never made any such loans: X1401=5; no such loans currently: X1402^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 15 ********************************************************* X6687 Originally reported value of X1403 (see introduction) Code number 0. Inap. (Never made any such loans: X1401=5; no such loans currently: X1402^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 15 ********************************************************* ----------------------------------------------------------------------------- #1 refers to first loan #2 refers to second loan #3 refers to third loan #4 refers to all remaining loans ----------------------------------------------------------------------------- X1404(#1) About this loan, is it a land contract, a mortgage, or X1504(#2) something else? X1604(#3) About the largest loan, is it a land contract, a mortgage, About the next largest loan, is it a land contract, a mortgage, or something else? 1. *land contract/lease purchase 2. *mortgage 3. *something else 0. Inap. (Never made any such loans: X1401=5; no such loans currently: X1402^=1/fewer than 2 loans: X1403<2/ fewer than 3 loans: X1403<3) X1405(#1) How much are you owed on this note? X1505(#2) X1605(#3) How much are you and your family owed on this note? Code amount 0. Inap. (Never made any such loans: X1401=5; no such loans currently: X1402^=1/fewer than 2 loans: X1403<2/ fewer than 3 loans: X1403<3; loan is land contract or mortgage: X1401=1 or 2/X1504=1 or 2/X1604=1 or 2) In what month and year was this loan taken out? X1406(#1) Code month X1506(#2) 1. *January X1606(#3) 2. *February 3. *March 4. *April 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (Never made any such loans: X1401=5; no such loans currently: X1402^=1/fewer than 2 loans: X1403<2/ fewer than 3 loans: X1403<3; loan is not land contract or mortgage: X1401^=1 or 2/X1504^=1 or 2/X1604^=1 or 2) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X1407(#1) Code year (4 digits) X1507(#2) 0. Inap. (Never made any such loans: X1401=5; no such X1607(#3) loans currently: X1402^=1/fewer than 2 loans: X1403<2/ fewer than 3 loans: X1403<3; loan is not land contract or mortgage: X1401^=1 or 2/X1504^=1 or 2/X1604^=1 or 2) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-30 ********************************************************* X1408(#1) How much money did you lend the borrower? X1508(#2) X1608(#3) How much money did your family lend the borrower? Code amount 0. Inap. (Never made any such loans: X1401=5; no such loans currently: X1402^=1/fewer than 2 loans: X1403<2/ fewer than 3 loans: X1403<3; loan is not land contract or mortgage: X1401^=1 or 2/X1504^=1 or 2/X1604^=1 or 2) X1409(#1) How much is still owed on this loan? X1509(#2) X1609(#3) Code amount 0. Inap. (Never made any such loans: X1401=5; no such loans currently: X1402^=1/fewer than 2 loans: X1403<2/ fewer than 3 loans: X1403<3; loan is not land contract or mortgage: X1401^=1 or 2/X1504^=1 or 2/X1604^=1 or 2) X1410(#1) How much are the loan payments? X1510(#2) X1610(#3) Code amount -1. Nothing -2. No regular payments 0. Inap. (Never made any such loans: X1401=5; no such loans currently: X1402^=1/fewer than 2 loans: X1403<2/ fewer than 3 loans: X1403<3; loan is not land contract or mortgage: X1401^=1 or 2/X1504^=1 or 2/X1604^=1 or 2) X1411(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X1511(#2) And how often are they due? X1611(#3) Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month 22. Varies -1. Nothing -2. No regular payments -7. *Other 0. Inap. (Never made any such loans: X1401=5; no such loans currently: X1402^=1/fewer than 2 loans: X1403<2/ fewer than 3 loans: X1403<3; loan is not land contract or mortgage: X1401^=1 or 2/X1504^=1 or 2/X1604^=1 or 2) When the loan 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? X1412(#1) Code number of years X1512(#2) -1. No set number of years X1612(#3) 0. Inap. (Never made any such loans: X1401=5; no such loans currently: X1402^=1/fewer than 2 loans: X1403<2/ fewer than 3 loans: X1403<3; loan is not land contract or mortgage: X1401^=1 or 2/X1504^=1 or 2/X1604^=1 or 2; number of payments given: X1413>0/X1513>0/X1613>0) X1413(#1) Code number of payments X1513(#2) -1. No set number of payments X1613(#3) 0. Inap. (Never made any such loans: X1401=5; no such loans currently: X1402^=1/fewer than 2 loans: X1403<2/ fewer than 3 loans: X1403<3; loan is not land contract or mortgage: X1401^=1 or 2/X1504^=1 or 2/X1604^=1 or 2; number of years given: X1412>0/X1512>0/X1612>0) X1414(#1) Will the regular payments pay off the loan completely or X1514(#2) will there be a balance payable or "balloon" when the loan X1614(#3) is due? 1. *REPAID COMPLETELY 5. *BALANCE PAYABLE OR BALLOON 0. Inap. (Never made any such loans: X1401=5; no such loans currently: X1402^=1/fewer than 2 loans: X1403<2/ fewer than 3 loans: X1403<3; loan is not land contract or mortgage: X1401^=1 or 2/X1504^=1 or 2/X1604^=1 or 2; no set number of payments: X1413=-1/X1513=-1/X1613=-1) X1415(#1) What will the balance payable or balloon payment be? X1515(#2) X1615(#3) Code amount 0. Inap. (Never made any such loans: X1401=5; no such loans currently: X1402^=1/fewer than 2 loans: X1403<2/ fewer than 3 loans: X1403<3; loan is not land contract or mortgage: X1401^=1 or 2/X1504^=1 or 2/X1604^=1 or 2; no set number of payments: X1413=-1/X1513=-1/X1613=-1; no balloon payment: X1414^=5/X1514^=5/X1614^=5) X1416(#1) Do you still owe any money on loans for this property? X1516(#2) X1616(#3) Do you or your family living here still owe any money on loans for this property? 1. *YES 5. *NO 0. Inap. (Never made any such loans: X1401=5; no such loans currently: X1402^=1/fewer than 2 loans: X1403<2/ fewer than 3 loans: X1403<3) X1417(#1) How much do you still owe? X1517(#2) X1617(#3) Code amount 0. Inap. (Never made any such loans: X1401=5; no such loans currently: X1402^=1/fewer than 2 loans: X1403<2/ fewer than 3 loans: X1403<3; R owes no money on property X1416^=1/X1516^=1/X1616^=1) X1619(#4) About how much in total is owed to you on the remaining notes, land contracts, or mortgages? About how much in total is owed to your family on the remaining notes, land contracts, or mortgages? Code amount 0. Inap. (Never made any such loans: X1401=5; no such loans currently: X1402^=1; fewer than 4 loans: X1403<4) X8402(#4) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (Never made any such loans: X1401=5; no such loans currently: X1402^=1; did not break off early in grid) X1620(#4) Do you still owe any money on loans for these other properties? Do you or your family here still owe any money on loans for these other properties? 1. *YES 5. *NO 0. Inap. (Never made any such loans: X1401=5; no such loans currently: X1402^=1; fewer than 4 loans: X1403<4) X8403(#4) Original value for Rs who did not provide complete information within the grid structure (see introduction) 1. *YES 5. *NO 0. Inap. (Never made any such loans: X1401=5; no such loans currently: X1402^=1; did not break off early in grid) X1621(#4) Altogether how much do you still owe? Altogether how much does your family still owe? Code amount 0. Inap. (Never made any such loans: X1401=5; no such loans currently: X1402^=1; fewer than 4 loans: X1403<4; R owes no money on properties: X1620^=1) X8404(#4) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (Never made any such loans: X1401=5; no such loans currently: X1402^=1; did not break off early in grid; no money owed on properties underlying loans: X8403^=1) ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- INVESTMENT REAL ESTATE AND VACATION PROPERTIES ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- X1700 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? 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? 1. *YES 5. *NO X7555 Are any of these properties owned by a business? (IF YES, SAY: I'll ask about those properties later). 1. *YES 5. *NO 0. Inap. (No properties: X1700=5) X1701 How many properties that are not owned by a business do you own or have an interest in? How many properties that are not owned by a business do you and your family living here own or have an interest in? 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. 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. Code number -1. None 0. Inap. (No properties: X1700=5) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 20 ********************************************************* X6688 Originally reported value of X1701 (see introduction) Code number -1. None 0. Inap. (No properties: X1700=5) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 20 ********************************************************* ----------------------------------------------------------------------------- #1 refers to first property #2 refers to second property #3 refers to third property #4 refers to all remaining vacation properties #5 refers to all remaining properties other than vacation properties ----------------------------------------------------------------------------- X1703(#1) I want to ask first about the property where you live. X1803(#2) In the questions that follow, please give me the amounts X1903(#3) for the building excluding your unit. I want to ask first about the most valuable property. About the property..... About the next most valuable property..... What type of property is this? 10. Farm/Ranch -- any mention 11. Land only: Lot, tract, acreage; building lots; "farmland" 12. Land and (seasonal) residence (exc. 14); "house + 50 acres" 13. Land and some other type of structure 14. Land and trailer/mobile home 21. Seasonal/vacation house (winter/summer home; cottage; etc.) 22. Trailer/Mobile Home 24. Mobile home park 25. Time-share ownership -- any 40. One single family house 41. Multiple single family houses 42. Duplex 2 unit residence 43. Triplex - 3 unit residence 44. Fourplex - 4 unit residence 45. 5 or more unit residence 46. "Apartment house" -- NA # of units; "rental" units or property NFS 47. Other business/commercial property (exc. 41-46) 48. Business/commercial and residential combination 49. Condominium 50. Residential, n.e.c. 51. Garage 52. Burial lot -7. Other, including combination of types on one property (except for code 48) 999. Misc. vacation property mapped from mop-up question 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1) ********************************************************* FOR THE PUBLIC DATASET, CODES 13, 14, AND 22 ARE COMBINED WITH CODE 12; CODE 24 IS COMBINED WITH CODE 50; CODE 25 IS COMBINED WITH CODE 21; CODES 43 AND 44 COMBINED WITH CODE 42; CODE 48 IS COMBINED WITH CODE 47; CODE 46 IS COMBINED WITH CODE 45; CODE 52 IS COMBINED WITH CODE -7 ********************************************************* X1704(#1) Is this property owned by you, is it owned jointly with X1804(#2) others, owned by a partnership, is it a timeshare, or what? X1904(#3) 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? 1. *OWNED BY R (OR FAMILY LIVING THERE) 2. *OWNED JOINTLY 3. *PARTNERSHIP; limited partnership 4. *REAL ESTATE INVESTMENT TRUST (REIT) 5. *TIMESHARE 8. Property moved from mopup and assumed to be all R's (value collected in mopup is R's share) 10. Corporation NEC -7. *OTHER 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3) X1705(#1) What percentage of the property do you own? X1805(#2) X1905(#3) What percentage of the property do you and your family living here own? Code percent * 100 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3) NOTE: For timeshares, ownership is always taken as 100 percent. X1706(#1) How much in total is this timeshare worth? X1806(#2) X1906(#3) How much in total is this property worth? I mean, what would it bring if it were sold today? INTERVIEWER: WE WANT THE TOTAL VALUE OF THE PROPERTY, NOT JUST R'S SHARE. (asked if property not a time share) Code value -1. Nothing 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3) In what month and year did you first purchase this property? In what month and year did you first purchase any part of this property? In what month and year did you first purchase this timeshare? (INTERVIEWER: IF GIFT/INHERITANCE, ASK WHEN RECEIVED.) X1707(#1) Code month X1807(#2) 1. *January X1907(#3) 2. *February 3. *March 4. *April 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X1708(#1) Code year (4 digits) X1808(#2) 0. Inap. (No properties: X1700=5; no properties not owned X1908(#3) by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-60 ********************************************************* X1710(#1) CODE GIFT/INHERITANCE X1810(#2) 1. *GIFT/INHERITANCE X1910(#3) 5. *R PURCHASED 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3) X1709(#1) What was the value of the property when received? X1809(#2) X1909(#3) What was the purchase price of your timeshare? What was the total purchase price? Code amount -1. Nothing 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3) X1711(#1) Are there any outstanding loans or mortgages on this property? X1811(#2) X1911(#3) Are there any outstanding loans or mortgages on this timeshare? 1. *YES 5. *NO 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3) In what month and year did you obtain or last refinance the loan? X1712(#1) Code month X1812(#2) 1. *January X1912(#3) 2. *February 3. *March 4. *April 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3; no loan on property: X1711^=1/X1811^=1/X1911^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X1713(#1) Code year (4 digits) X1813(#2) 0. Inap. (No properties: X1700=5; no properties not owned X1913(#3) by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3; no loan on property: X1711^=1/X1811^=1/X1911^=1) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-30 ********************************************************* X1714(#1) How much was borrowed or refinanced for your timeshare? X1814(#2) X1914(#3) In total, how much was borrowed or refinanced? Code amount 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3; no loan on property: X1711^=1/X1811^=1/X1911^=1) X1715(#1) How much is still owed? X1815(#2) X1915(#3) In total, how much is still owed? Code amount 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3; no loan on property: X1711^=1/X1811^=1/X1911^=1) How many years or what number of payments were agreed upon when the loan was taken out? In total, how many years or what number of payments were agreed upon when the loan was taken out? X1716(#1) Code number of years X1816(#2) -1. No set number of years X1916(#3) -7. Unable to calculate from number of payments 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3; no loan on property: X1711^=1/X1811^=1/X1911^=1) X1717(#1) Code number of payments X1817(#2) -1. No set number of payments X1917(#3) -7. Unable to calculate from number of years 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3; no loan on property: X1711^=1/X1811^=1/X1911^=1) X9157(#1) Recode: Term of loan in months X9158(#2) X9159(#3) Code months -1. No set number of years/payments -7. Unable to calculate from number of payments/years 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3; no loan on property: X1711^=1/X1811^=1/X1911^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X1718(#1) How much are the payments? X1818(#2) X1918(#3) In total, how much are the payments? Code amount -1. Nothing -2. No regular payments 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3; no loan on property: X1711^=1/X1811^=1/X1911^=1; no set number of payments: X1716=-1/X1816=-1/X1916=-1) X1719(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X1819(#2) And how often are they due? X1919(#3) Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month 23. 13 times a year; every 4 weeks 24. Every 6 weeks 22. Varies -1. NO PAYMENT -2. NO REGULAR PAYMENTS -7. *Other 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3; no loan on property: X1711^=1/X1811^=1/X1911^=1; no set number of payments: X1716=-1/X1816=-1/X1916=-1) X1723(#1) What is the typical payment? X1823(#2) -1. None X1923(#3) -2. NO TYPICAL PAYMENTS 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3; no loan on property: X1711^=1/X1811^=1/X1911^=1; set number of payments and positive amount of payments: X1716^=-1 and X1718>0/ /X1816^=-1 ad X1818>0/X1916^=-1 and X1918>0) X1724(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X1824(#2) And how often is it made? X1924(#3) Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only 11. Twice per year 12. *Bimonthly; every two months 31. Twice a month 23. 13 times a year; every 4 weeks 24. Every 6 weeks 22. Varies -1. NO PAYMENT -2. NO TYPICAL PAYMENTS -7. *Other 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3; no loan on property: X1711^=1/X1811^=1/X1911^=1; set number of payments and positive amount of payments: X1716^=-1 and X1718>0/ /X1816^=-1 ad X1818>0/X1916^=-1 and X1918>0) X1720(#1) Does this amount include property taxes or insurance? X1820(#2) INTERVIEWER: PROBE FOR WHICH. X1920(#3 1. *TAXES ONLY 2. *INSURANCE ONLY 3. *BOTH 4. *NEITHER 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3; no loan on property: X1711^=1/X1811^=1/X1911^=1; no typical payment: X1723=-1 or -1/X1823=-1 or -2/X1923=-1 or -2) X1721(#1) Will the regular payments repay the loan completely or will X1821(#2) there be a balance payable, or "balloon" payment when the X1921(#3) loan is due? 1. *REPAY COMPLETELY 5. *BALLOON 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3; no loan on property: X1711^=1/X1811^=1/X1911^=1; no typical payment: X1723=-1 or -1/X1823=-1 or -2/X1923=-1 or -2) X1722(#1) What will the balance due or balloon payment be? X1822(#2) X1922(#3) Code amount 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3; no loan on property: X1711^=1/X1811^=1/X1911^=1; no typical payment: X1723=-1 or -1/X1823=-1 or -2/X1923=-1 or -2; no balloon payment: X1721^=2/X1821^=2/X1921^=2) X7554(#1) Is this loan being paid off ahead of schedule, behind X7553(#2) schedule, or are the payments about on schedule? X7552(#3) 1. *ON SCHEDULE 2. *AHEAD OF SCHEDULE 3. *BEHIND SCHEDULE 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3; no loan on property: X1711^=1/X1811^=1/X1911^=1; no set number of payments: X1716=-1/X1816=-1/X1916=-1; no typical payment: X1723=-1 or -1/X1823=-1 or -2/X1923=-1 or -2) X1725(#1) When do you expect this loan to be repaid? X1825(#2) X1925(#3) Code year (4 digits) 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3; no loan on property: X1711^=1/X1811^=1/X1911^=1; no set number of payments: X1716=-1/X1816=-1/X1916=-1; loan on schedule: X7554=1/ X7553=1/X7552=1) X1726(#1) What is the current annual interest rate being charged on X1826(#2) the loan? X1926(#3) Code percent * 100 -1. No interest 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3; no loan on property: X1711^=1/X1811^=1/X1911^=1) X1727(#1) Does this loan have an adjustable rate? That is, does it X1827(#2) have an interest rate that can rise and fall from time to time? X1927(#3) 1. *YES 5. *NO 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3; no loan on property: X1711^=1/X1811^=1/X1911^=1) X1728(#1) Please look at the Institutions Card. Is the loan with any X1828(#2) of the institutions on the Institutions Card, or from X1928(#3) 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.) 1. *Institution 1 2. *Institution 2 3. *Institution 3 4. *Institution 4 5. *Institution 5 6. *Institution 6 -7. *OTHER (Coded using the MASTER INSTITUTION LIST) See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3; no loan on property: X1711^=1/X1811^=1/X1911^=1) The following codes show on the screen after at least six distinct institutions have been during the course of the interview: 11. *Commercial bank; trust company 12. *Savings & Loan; savings bank 14. *Finance or loan company 17. *Insurance company 18. *Mortgage company 19. *Contractor or developer 20. *Prior owner ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X9099(#1) Recode: type of institution X9100(#2) X9101(#3) See MASTER INSTITUTION LIST for other codes (See X308) 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3; no loan on property: X1711^=1/X1811^=1/X1911^=1) ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X1729(#1) Did you receive any income from this property in 1997? X1829(#2) X1929(#3) Did your family living here receive any income from this property in 1997? 1. *YES 5. *NO 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3) X1730(#1) How much gross income did you receive? X1830(#2) X1930(#3) How much gross income did your family receive? Code amount -1. Nothing 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1/fewer than 2 properties: X1701<2/ fewer than 3 properties: X1701<3; no income from property: X1719^-1/X1819^=1/X1929^=1) X2001(#4) About the remaining properties that you own, are any of these vacation homes or land you use for recreational purposes? 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? 1. *YES 5. *NO 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; fewer than 4 properties: X1701<4) X8405(#4) Original value for Rs who did not provide complete information within the grid structure (see introduction) 1. *YES 5. *NO 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; did not break off early in grid) X2002(#4) How much in total is your share of these vacation homes or recreational property worth? How much in total is your family's share of these vacation homes or recreational property worth? Code value 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; fewer than 4 properties: X1701<4; 4 or more properties, but no vacation properties beyond 3rd property: X1701>=4 and X2001^=1) X8406(#4) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; did not break off early in grid; no vacation properties among residual: X8405^=1) X2003(#4) What was your total purchase price for these properties? What was your family's total purchase price for these properties? (INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED.) Code value 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; fewer than 4 properties X1701<4; 4 or more properties, but no vacation: properties beyond 3rd property: X1701>=4 and X2001^=1) X8407(#4) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; did not break off early in grid; no vacation properties among residual: X8405^=1) X2004(#4) CODE GIFT/INHERITANCE 1. *GIFT/INHERITANCE 5. *R PURCHASED 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; fewer than 4 properties: X1701<4; 4 or more properties, but no vacation properties beyond 3rd property: X1701>=4 and X2001^=1) X8408(#4) Original value for Rs who did not provide complete information within the grid structure (see introduction) Code gift/inheritance 1. GIFT/INHERITANCE 5. R PURCHASED 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; did not break off early in grid; no vacation properties among residual: X8405^=1) X2005(#4) Are there any mortgages or loans outstanding against these vacation homes or recreational land? 1. *YES 5. *NO 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; fewer than 4 properties: X1701<4; 4 or more properties, but no vacation properties beyond 3rd property: X1701>=4 and X2001^=1) X8409(#4) Original value for Rs who did not provide complete information within the grid structure (see introduction) 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; did not break off early in grid; no vacation properties among residual: X8405^=1) X2006(#4) Altogether, about how much is owed on your share of these mortgages or loans? Altogether, about how much is owed on your family's share of these mortgages or loans? Code amount 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; fewer than 4 properties: X1701<4; 4 or more properties, but no vacation properties beyond 3rd property: X1701>=4 and X2001^=1; no loans on property: X2005^=1) X8410(#4) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; did not break off early in grid; no vacation properties among residual: X8405^=1; no mortgages on residual vacation properties: X8409^=1) X2007(#4) How much are the payments on these loans or mortgages? Code amount -1. Nothing -2. No regular payments 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; fewer than 4 properties: X1701<4; 4 or more properties, but no vacation properties beyond 3rd property: X1701>=4 and X2001^=1; no loans on property: X2005^=1) X2008(#4) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED And how often is that amount paid? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month 23. 13 times a year; every 4 weeks 24. Every 6 weeks 22. Varies -1. NO PAYMENT -2. NO REGULAR PAYMENTS -7. *Other 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; fewer than 4 properties: X1701<4; 4 or more properties, but no vacation properties beyond 3rd property: X1701>=4 and X2001^=1; no loans on property: X2005^=1) X8411(#4) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; did not break off early in grid; no vacation properties among residual: X8405^=1; no mortgages on residual vacation properties: X8409^=1) X8412(#4) Original value of frequency. Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month 23. 13 times a year; every 4 weeks 24. Every 6 weeks 22. Varies -1. NO PAYMENT -2. NO REGULAR PAYMENTS -7. *Other 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; did not break off early in grid; no vacation properties among residual: X8405^=1; no mortgages on residual vacation properties: X8409^=1) X2009(#4) Did you receive any income in 1997 from renting out these vacation homes or recreational land? Did you or your family living here receive any income in 1997 from renting out these vacation homes or recreational land? 1. *YES 5. *NO 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; fewer than 4 properties: X1701<4; 4 or more properties, but no vacation properties beyond 3rd property: X1701>=4 and X2001^=1) X8413(#4) Original value for Rs who did not provide complete information within the grid structure (see introduction) 1. *YES 5. *NO 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; did not break off early in grid; no vacation properties among residual: X8405^=1) X2010(#4) Altogether, how much gross income did you receive? Altogether, how much gross income did your family receive? Code amount -1. Nothing 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; fewer than 4 properties: X1701<4; 4 or more properties, but no vacation properties beyond 3rd property: X1701>=4 and X2001^=1; no income from property: X2009^=1) X8414(#4) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; did not break off early in grid; no vacation properties among residual: X8405^=1; no rental income on residual vacation properties X8413^=1) X2011(#5) Are there any remaining properties you own that you have not told me details about? 1. *YES 5. *NO 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; fewer than 4 properties: X1701<4) X8415(#5) Original value for Rs who did not provide complete information within the grid structure (see introduction) 1. *YES 5. *NO 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; did not break off early in grid) X2012(#5) For the remaining properties that you own, about how much in total is your share worth? I mean, what could you sell them for? 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? Code amount -1. Nothing 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; fewer than 4 properties: X1701<4; no further properties: X2011^=1) X8416(#5) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; did not break off early in grid; no remaining properties among residual: X8415^=1) X2013(#5) About how much was your total purchase price for these properties? About how much was your family's total purchase price for these properties? (INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED.) Code amount -1. Nothing 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; fewer than 4 properties: X1701<4; no further properties: X2011^=1) X8417(#5) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; did not break off early in grid; no remaining properties among residual: X8415^=1) X2014(#5) CODE GIFT/INHERITANCE 1. GIFT/INHERITANCE 5. R PURCHASED 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; fewer than 4 properties: X1701<4; no further properties: X2011^=1) X8418(#5) Original value for Rs who did not provide complete information within the grid structure (see introduction) Code gift/inheritance 1. GIFT/INHERITANCE 5. R PURCHASED 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; did not break off early in grid; no remaining properties among residual: X8415^=1) X2015(#5) Are there mortgages or loans outstanding against these properties? 1. *YES 5. *NO 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; fewer than 4 properties: X1701<4; no further properties: X2011^=1) X8419(#5) Original value for Rs who did not provide complete information within the grid structure (see introduction) 1. *YES 5. *NO 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; did not break off early in grid; no remaining properties among residual: X8415^=1) X2016(#5) Altogether, about how much is owed on your share of these mortgages or loans? Altogether, about how much is owed on your family's share of these mortgages or loans? Code amount -1. Nothing 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; fewer than 4 properties: X1701<4; no further properties: X2011^=1; no loans on property: X2015^=1) X8420(#5) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; did not break off early in grid; no remaining properties among residual: X8415^=1; no mortgages on remaining properites: X8419^=1) X2017(#5) How much are the payments on these loans or mortgages? Code amount -1. Nothing -2. No typical payment 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; fewer than 4 properties: X1701<4; no further properties: X2011^=1; no loans on property: X2015^=1) X2018(#5) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED And how often is that amount paid? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month 23. 13 times a year; every 4 weeks 24. Every 6 weeks 22. Varies -1. NO PAYMENT -2. NO REGULAR PAYMENTS -7. *Other 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; fewer than 4 properties: X1701<4; no further properties: X2011^=1; no loans on property: X2015^=1) X8421(#5) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; did not break off early in grid; no remaining properties among residual: X8415^=1; no mortgages on remaining properites: X8419^=1) X8422(#5) Original value of frequency. Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month 23. 13 times a year; every 4 weeks 24. Every 6 weeks 22. Varies -1. NO PAYMENT -2. NO REGULAR PAYMENTS -7. *Other 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; did not break off early in grid; no remaining properties among residual: X8415^=1; no mortgages on remaining properites: X8419^=1) X2019(#5) Did you receive any income in 1997 from renting out any of these properties? Did you or your family living here receive any income in 1997 from renting out any of these properties? 1. *YES 5. *NO 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; fewer than 4 properties: X1701<4; no further properties: X2011^=1) X8423(#5) Original value for Rs who did not provide complete information within the grid structure (see introduction) 1. *YES 5. *NO 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; did not break off early in grid; no remaining properties among residual: X8415^=1) X2020(#5) Altogether, how much gross income from these properties did you receive in 1997? Altogether, how much gross income from these properties did your family receive in 1997? Code amount -1. Nothing 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; fewer than 4 properties: X1701<4; no further properties: X2011^=1; no income from property: X2019^=1) X8424(#5) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (No properties: X1700=5; no properties not owned by a business: X1701=-1; did not break off early in grid; no remaining properties among residual: X8415^=1; no income from remaining properties: X8423^=1) ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- BUSINESSES ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- X3101 DOES R OPERATE A FARM/RANCH BUSINESS ON THEIR PROPERTY? (Coded automatically by CAPI program: X503=1 implies YES, otherwise NO) 1. *YES 5. *NO X3103 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. 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. 1. *YES 5. *NO (value set to YES when R reported having a farm business: X3101=YES) ----------------------------------------------------------------------------- ACTIVELY MANAGED BUSINESSES ----------------------------------------------------------------------------- X3104 Do you have an active management role in any of these businesses? Do you or anyone in your family living here have an active management role in any of these businesses? 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. 1. *YES 5. *NO 0. Inap. (no businesses: X3103^=1) (value set to YES when R reported having a farm business: X3101=YES) X3105 Including your (farm/ranch) business here, in how many (farms/ranches), 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. Including your (farm/ranch) business here, in how many (farms/ranches), 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. 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. In how many businesses do you have an active management role? In how many businesses do you or anyone in your family living here have an active management role? Code number 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1) I will ask you first about your (farm/ranch) business. When we talk about the value of (farm/ranch) assets and liabilities here, we are referring to (farm/ranch) implements, livestock, crops, etc., and operating loans other than your mortgages. INTERVIEWER: DO NOT INCLUDE THE VALUE OF THE PROPERTIES AND LOANS ALREADY RECORDED. ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 25 ********************************************************* X6689 Originally reported value of X3105 (see introduction) Code number 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 25 ********************************************************* ----------------------------------------------------------------------------- #1 refers to first actively managed business #2 refers to second actively managed business #3 refers to third actively managed business #4 refers to all remaining actively managed businesses ----------------------------------------------------------------------------- X3107(#1) What kind of business is it/the largest business/the next X3207(#2) business/that is, what does the business make of do? X3307(#3) 1. Farm; nursery; train dogs; forest management; agricultural services; landscaping; fishery; horseback riding 2. Restaurant; bar 3. Auto repair; car wash 4. Direct sales: Amway; Avon; Mary Kay; Tupperware; Stanley Home Products 5. Contracting; construction services; plastering; painting; plumbing 6. Real Estate; insurance 7. Professional practice, incl. law, medicine, architecture; accounting; bookkeeping 8. Beauty shop; barber shop 9. Manufacturing, incl. printing/publishing 10. Gas station 11. Food/liquor stores 12. Other retail and/or wholesale business (exc. 02, 04, 10, 11) 13. Trucking; moving and storage; warehousing 14. Repair services (exc. auto, 03) 15. Personal services; (exc. beauty shop, code 08) hotel, dry cleaners, etc. 16. Entertainment services, incl. movie house, dance studio, etc 17. Business management and consulting services 18. Other business services (exc. 17): advertising, equipment rental, computer programming, auctioneering, pest control, industrial recycling 19. Banks and brokerage firms; mortage/finance company 20. Communications; cable tv or radio stations 21. Mining, extraction; oil, gas and water services 22. Art, crafts, related areas 23. Writing, training, speaking services 24. Transportation services (exc. 13), parking 26. Educational services, incl. daycare, camps -7. Other; incl. foreign-operated business 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3) ********************************************************* THE FOLLOWING NEW CATEGORIES HAVE BEEN CREATED FOR THE PUBLIC DATASET: IF (business type=1) THEN newcode=1; ELSE IF (business type=5 or 21) THEN newcode=2; ELSE IF (business type=9 or 22) THEN newcode=3; ELSE IF (business type=2, 4, 10, 11, or 12) THEN newcode=4; ELSE IF (business type=3, 6, 16, 18, or 19) THEN newcode=5; ELSE IF (business type=7, 8, 13, 14, 15, 17, 20, 23, 24, or 26) THEN newcode=6; For business values (X3129/X3229/X3329) greater than or equal to $100 million, this variable is set to a value of 99. ********************************************************* X3108(#1) How did you first acquire this business; was it bought or X3208(#2) invested in, started by you, inherited, given to you, or what? X3308(#3) 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? 1. *BOUGHT/INVEST 2. *STARTED 3. *INHERITED 4. *GIVEN 5. Joined/became partner/promotion -7. *OTHER 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3) ********************************************************* FOR THE PUBLIC DATASET, CODE 4 HAS BEEN COMBINED WITH CODE 3 ********************************************************* X3110(#1) In what year did you start the business? X3210(#2) X3310(#3) In what year did you acquire the business? Code year (4 digits) 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-50 ********************************************************* X3111(#1) How many employees does it have including you? X3211(#2) X3311(#3) How many employees does it have including you and members of your family? Code number -1. No one working in business; business is about to be sold 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 5,000 ********************************************************* X3112(#1) INTERVIEWER CHECKPOINT X3212(#2) 1. R LIVES ALONE X3312(#3) 2. ALL OTHERS 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* Which members of your family living here work in or participate in the operation of the business? INTERVIEWER: CODE ALL THAT APPLY X3113(#1) *RESPONDENT X3213(#2) X3313(#3) 1. Checked 5. Not checked 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3) X3114(#1) *SPOUSE/PARTNER X3214(#2) X3314(#3) 1. Checked 5. Not checked 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3) X3115(#1) *ADULT CHILD; child; child-in-law; grandchild X3215(#2) X3315(#3) 1. Checked 5. Not checked 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3) X3116(#1) *OTHER ADULT IN HOUSEHOLD X3216(#2) X3316(#3) 1. Checked 5. Not checked 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3) X3117(#1) *OTHER X3217(#2) X3317(#3) 1. Checked 5. Not checked 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3) X3118(#1) Other than you and your (spouse/partner), how many hours X3218(#2) does the other family member work in this business in a X3318(#3) normal week? Other than you and your (spouse/partner), how many hours does the most involved family member work in this business in a normal week? Other than you, how many hours does the other family member work in this business in a normal week? Other than you, how many hours does the most involved family member work in this business in a normal week? How many hours does the other family member work in this business in a normal week? How many hours does the most involved family member work in this business in a normal week? Code number of hours -1. None 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3; R lives alone: X7001=1; no one in PEU besides R/Spouse works in business: X3115^=1 and X3116^=1 and X3117^=1/X3215^=1 and X3216^=1 and X3217^=1/X3315^=1 and X3316^=1 and X3317^=1/) X3119(#1) Is it a partnership, a sole proprietorship, a subchapter S X3219(#2) corporation, another type of corporation, or what? X3319(#3) 1. *PARTNERSHIP 2. *SOLE PROPRIETORSHIP 3. *SUBCHAPTER S 4. *OTHER CORPORATION (including C chapter corps) 6. Foreign business type 11. Limited partnership 12. Limited liability company (LLC) -7. *OTHER; not a formal business type 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3) ****************************************************** FOR THE PUBLIC DATASET, CODE 12 HAS BEEN COMBINED WITH CODE 11. ****************************************************** X3120(#1) These next few questions are about the relationship between X3220(#2) your personal finances and the finances of your business. X3320(#3) These next few questions are about the relationship between your family's personal finances and the finances of your family's business. Are you using personal assets as collateral or did you have to cosign or guarantee any loans for this business? 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? 1. *YES 5. *NO 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3) X7144(#1) Which of these did you do? Collateralize a loan, guarantee X7145(#2) a loan, or both? X7146(#3) 1. *COLLATERALIZE 2. *GUARANTEE 3. *BOTH 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3; did not guarantee or collateralize: X3120^=1/X3220^=1/X3320-^=1) X3121(#1) How much is collateralized? X3221(#2) X3321(#3) How much is guaranteed? How much is guaranteed or collateralized? Code amount 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3; did not guarantee or collateralize: X3120^=1/X3220^=1/X3320-^=1) X3122(#1) Did I record this earlier? X3222(#2) X3322(#3) 1. *YES 4. R reported YES, but no apparent match in data 5. *NO 6. R reported YES, but appears to be included only partially in data recorded earlier 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3; did not guarantee or collateralize: X3120^=1/X3220^=1/X3320-^=1) NOTE: where (X3122 X3222 X3322)=1, the amount of the loan is not edited out of the earlier location. Where linked loans are reported at X6842, this information is edited into this question. X7551(#1) Which loan was that? X7550(#2) X7549(#3) 1. *Credit Card 2. *1st Mortgage 3. *2nd Mortgage 4. *Home Equity Loan 5. *Line of Credit 6. *Other Real Estate Loan 13. More than one mortgage on principal residence 14. Combination of line of credit and other real estate loan 25. Other installment loan #1 (X6842=1) 26. Other installment loan #2 (X6843=1) 27. Other installment loan #3 (X6844=1) 28. Other installment loan #4 (X6845=1) 29. Other installment loan #5 (X6846=1) 30. Other installment loan #6 (X6847=1) -7. *Other 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3; did not guarantee or collateralize: X3120^=1/X3220^=1/X3320-^=1; loan not reported earlier: X3122^=1/X3221^=1/X3321^=1) NOTE: The loan types above marked with an asterisk only appeared on an interviewer's screen when the respondent had previously reported having those types of loans. NOTE: Where a linked business loan is reported at X6842 etc., the link is edited into this question. X3123(#1) Other than guarantees, does the business owe you any money? X3223(#2) X3323(#3) Does the business owe you any money? Other than guarantees, does the business owe you or your family living here any money? Does the business owe you or your family living here any money? 1. *YES 5. *NO 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3) X3124(#1) How much is owed? X3224(#2) X3324(#3) Code amount 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3; business does not owe R any money: X3123^=1/X3223^=1/X3323^=1) X3125(#1) Do you owe the business any money? X3225(#2) X3325(#3) Do you or your family living here owe the business any money? 1. *YES 5. *NO 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3) X3126(#1) How much do you owe? X3226(#2) X3326(#3) Code amount 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3; R does not owe business any money: X3125^=1/X3225^=1/X3325^=1) X3127(#1) Did I record this earlier? X3227(#2) X3327(#3) 1. *YES 4. R reported YES, but no apparent match in data 5. *NO 6. R reported YES, partially recorded earlier 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3; R does not owe business any money: X3125^=1/X3225^=1/X3325^=1) NOTE: this variable was extensively edited to verify amounts reported earlier X7548(#1) When was it mentioned? X7547(#2) X7546(#3) 1. *Credit Card 2. *1st Mortgage 3. *2nd Mortgage 4. *Home Equity Loan 5. *Line of Credit 6. *Other Real Estate Loan 13. More than one mortgage on principal residence 14. Combination of line of credit and other real estate loan -7. *Other 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3; R does not owe business any money: X3125^=1/X3225^=1/X3325^=1; amount owed to business not reported earlier: X3127^=1/X3227^=1/X3327^=1) NOTE: The loan types above marked with an asterisk only appeared on an interviewer's screen when the respondent had previously reported having those types of loans. X3128(#1) What percentage of the business do you own? X3228(#2) X3328(#3) What percentage of the business do you and your family living here own? Code percent * 100 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3) X3129(#1) What is the net worth of this business? X3229(#2) X3329(#3) What is the net worth of your share of this business? What could you sell it for? Code amount -1. Nothing 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3) X3130(#1) If you sold the business now, what would be the cost basis X3230(#2) for tax purposes of this share? (What was your original X3330(#3) investment)? Code amount -1. Nothing 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3) X3131(#1) What were the gross receipts or gross sales of the business X3231(#2) as a whole in 1997? X3331(#3) Code amount -1. Nothing 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3) X3132(#1) What was the business's total net income before taxes in 1997? X3232(#2) X3332(#3) Code amount -1. Nothing 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1/fewer than 2 actively managed businesses: X3105<2/fewer than 3 actively managed businesses X3105<3) X3335(#4) For the remaining business you own and actively manage, what could you sell your share for? (What is your share worth?) For the remaining businesses you own and actively manage, what could you sell your share for? (What is your share worth?) 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?) 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?) Code amount -1. Nothing 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1; fewer than 4 actively managed businesses: X3105<4) X8425(#4) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1; did not break off early in grid) X3336(#4) If you sold this business now, what would be the cost basis for tax purposes of your share? (What was your original investment?) If you sold these businesses now, what would be the cost basis for tax purposes of your share? (What was your original investment?) Code amount -1. Nothing 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1; fewer than 4 actively managed businesses: X3105<4) X8426(#4) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1; did not break off early in grid) X3337(#4) What was the total net income you received from this business in 1997? What was the total net income you received from these businesses in 1997? What was the total net income you and your family living here (received from this business in 1997?/received from these businesses in 1997?) Code amount -1. Nothing 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1; fewer than 4 actively managed businesses: X3105<4) X8427(#4) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (no businesses: X3103^=1; no actively managed businesses: X3104^=1; did not break off early in grid) ----------------------------------------------------------------------------- NON-ACTIVELY MANAGED BUSINESSES ----------------------------------------------------------------------------- X3401 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? 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? 1. *YES 5. *NO X3402 How many of these businesses or partnerships do you own or share ownership in? How many of these businesses or partnerships do you and your family living here own or share ownership in? Code number 0. Inap. (no businesses: X3103^=1; no non-actively managed businesses: X3401^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 25 ********************************************************* ----------------------------------------------------------------------------- #1 refers to limited partnerships #2 refers to other partnerships #3 refers to subchapter S corporations #4 refers to other types of corporations #5 refers to sole proprietorships #6 refers to all other non-actively managed businesses ----------------------------------------------------------------------------- Is it a sole-proprietorship, a limited partnership, another type of partnership, a Subchapter S corporation, another type of corporation, or what? X3407(#1) (I need to know what type of businesses these are.) Are any of them limited partnership? X3411(#2) Are any of them other partnership? X3415(#3) Are any of them subchapter S corporation? X3419(#4) Are any of them other corporation? X3423(#5) Are any of them sole proprietorship? X3427(#6) Are any of them some other kind of business? 1. *YES 5. *NO 0. Inap. (no businesses: X3103^=1; no non-actively managed businesses: X3401^=1) What could you sell your share for? (What is it worth?) What could you sell your family's share for? (What is it worth?) X3408(#1) What could you sell your share of all these Limited Partnerships for? (What is it worth?) What could you sell your family's share of all these Limited Partnerships for? (What is it worth?) X3412(#2) What could you sell your share of all these Other partnerships for? (What is it worth?) What could you sell your family's share of all these Other partnerships for? (What is it worth?) X3416(#3) What could you sell your share of all these Subchapter S Corporations for? (What is it worth?) What could you sell your family's share of all these Subchapter S Corporations for? (What is it worth?) X3420(#4) What could you sell your share of all these Other Corporations for? (What is it worth?) What could you sell your family's share of all these Other Corporations for? (What is it worth?) X3424(#5) What could you sell your share of all these Sole Proprietorships for? (What is it worth?) What could you sell your family's share of all these Sole Proprietorships for? (What is it worth?) X3428(#6) What could you sell your share of all these (other type) for? (What is it worth?) What could you sell your family's share of all these (other type) for? (What is it worth?) Code amount -1. Nothing 0. Inap. (no businesses: X3103^=1; no non-actively managed businesses: X3401^=1; no non-actively managed businesses of type: X3407^=1/X3411^=1/X3415^=1/X3419^=1/ X3423^=1/X3427^=1) X8452 Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (no businesses: X3103^=1 no non-actively managed businesses: X3401^=1; did not break off early in grid) If you sold this business now, what would be the cost basis for tax purposes? (What was your original investment?) X3409(#1) If you sold these Limited Partnerships now, what would be the cost basis for tax purposes? (What was your original investment?) X3413(#2) If you sold these Other partnerships now, what would be the cost basis for tax purposes? (What was your original investment?) X3417(#3) If you sold these Subchapter S Corporations now, what would be the cost basis for tax purposes? (What was your original investment?) X3421(#4) If you sold these Other Corporations now, what would be the cost basis for tax purposes? (What was your original investment?) X3425(#5) If you sold these Sole Proprietorships now, what would be the cost basis for tax purposes? (What was your original investment?) X3429(#6) If you sold these (other type) now, what would be the cost basis for tax purposes? (What was your original investment?) Code amount -1. Nothing 0. Inap. (no businesses: X3103^=1; no non-actively managed businesses: X3401^=1; no non-actively managed businesses of type: X3407^=1/X3411^=1/X3415^=1/X3419^=1/ X3423^=1/X3427^=1) X8453 Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (no businesses: X3103^=1 no non-actively managed businesses: X3401^=1; did not break off early in grid) What was the total net income you received from this business in 1997? What was the total net income you and your family living here received from this business in 1997? X3410(#1) What was the total net income you received from all such Limited Partnerships in 1997? What was the total net income you and your family living here received from all such Limited Partnerships in 1997? X3414(#2) What was the total net income you received from all such Other partnerships in 1997? What was the total net income you and your family living here received from all such Other partnerships in 1997? X3418(#3) What was the total net income you received from all such Subchapter S Corporations in 1997? What was the total net income you and your family living here received from all such Subchapter S Corporations in 1997? X3422(#4) What was the total net income you received from all such Other Corporations in 1997? What was the total net income you and your family living here received from all such Other Corporations in 1997? X3426(#5) What was the total net income you received from all such Sole Proprietorships in 1997? What was the total net income you and your family living here received from all such Sole Proprietorships in 1997? X3430(#6) What was the total net income you received from all such (other type) in 1997? What was the total net income you and your family living here received from all such (other type) in 1997? Code amount -1. Nothing 0. Inap. (no businesses: X3103^=1; no non-actively managed businesses: X3401^=1; no non-actively managed businesses of type: X3407^=1/X3411^=1/X3415^=1/X3419^=1/ X3423^=1/X3427^=1) X8454 Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (no businesses: X3103^=1 no non-actively managed businesses: X3401^=1; did not break off early in grid) X7545 Were you ever involved in the active management of the businesses? Were you ever involved in the active management of the business? Were you or any of your family living here ever involved in the active management of the businesses? Were you or any of your family living here ever involved in the active management of the business? 1. *Yes 5. *No 0. Inap. (no businesses: X3103^=1; no non-actively managed businesses: X3401^=1) ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- VEHICLES ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- VEHICLES SUPPLIED BY A BUSINESS ----------------------------------------------------------------------------- X2501 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? 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? 1. *YES 5. *NO X2502 How many such vehicles do you regularly use? How many such vehicles do you or someone in your family living here regularly use? Code number 0. Inap. (no vehicles supplied by a business: X2501^=1) X7149 Does the business lease this vehicle? Does the business lease any of these vehicles? 1. *YES 5. *NO 0. Inap. (no vehicles supplied by a business: X2501^=1) ----------------------------------------------------------------------------- LEASED VEHICLES ----------------------------------------------------------------------------- X2101 Now I'd like to get some information on your (family's) vehicles. Other than any vehicles provided by a business... Are you currently leasing any cars or other vehicles? Are you or anyone in your family living here currently leasing any cars or other vehicles? 1. *YES 5. *NO X2102 Not counting vehicles leased by a business, how many cars or other vehicles do you lease? Not counting vehicles leased by a business, how many cars or other vehicles do you and your family living here lease? Code number 0. Inap. (no personally leased vehicles: X2101^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 3 ********************************************************* X6690 Originally reported value of X2102 (see introduction) Code number 0. Inap. (no personally leased vehicles: X2101^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 3 ********************************************************* ----------------------------------------------------------------------------- #1 refers to first personally leased vehicle #2 refers to second personally leased vehicle #3 refers to all other personally leased vehicles ----------------------------------------------------------------------------- X2103(#1) What make and model is this vehicle? X2110(#2) What make and model is the newest vehicle? What make and model is the next vehicle? Code make and model 0. Inap. (no personally leased vehicles: X2101^=1/fewer than 2 leased vehicles: X2102<2) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X2104(#1) What model year is it? X2111(#2) Code year (4 digits) 0. Inap. (no personally leased vehicles: X2101^=1/fewer than 2 leased vehicles: X2102<2) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-20 ********************************************************* X8163(#1) Recode: prevailing retail VALUE OF VEHICLE as of fall 1998 X8164(#2) according to industry guidebook Code value 0. Inap. (no personally leased vehicles: X2101^=1/fewer than 2 leased vehicles: X2102<2) X2105(#1) How much are your lease payments? X2112(#2) Code amount -1. Nothing -2. No regular payments 0. Inap. (no personally leased vehicles: X2101^=1/fewer than 2 leased vehicles: X2102<2) X2106(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X2113(#2) And how often are they due? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month 23. 13 times a year; every 4 weeks 24. Every 6 weeks 22. Varies -1. NO PAYMENT -2. NO REGULAR PAYMENTS -7. *Other 0. Inap. (no personally leased vehicles: X2101^=1/fewer than 2 leased vehicles: X2102<2) How many years or months was the original lease? X2107(#1) Code number of years X2114(#2) -1. Less than one year 0. Inap. (no personally leased vehicles: X2101^=1/fewer than 2 leased vehicles: X2102<2; number of months given: X2108/X2115>0) X2108(#1) Code number of months X2115(#2) 0. Inap. (no personally leased vehicles: X2101^=1/fewer than 2 leased vehicles: X2102<2; number of years given: X2107/X2114>0) X2117(#3) Altogether, about how much are the lease payments on your other leased vehicles? Altogether, about how much are the lease payments on your other leased vehicle? Code amount -1. Nothing -2. No regular payments 0. Inap. (no personally leased vehicles: X2101^=1; fewer than 3 leased vehicles: X2102<3) X2118(#3) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED And how often is that amount paid? Code frequency 1. *Day 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. Lump sum; one payment only 11. Twice per year 12. *Bimonthly; every two months 31. Twice a month 23. 13 times a year; every 4 weeks 24. Every 6 weeks 22. Varies -1. NO PAYMENT -2. NO REGULAR PAYMENTS -7. *Other 0. Inap. (no personally leased vehicles: X2101^=1; fewer than 3 leased vehicles: X2102<3) X8428(#3) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (no personally leased vehicles: X2101^=1; did not break off early in grid) X8429(#3) Original value of frequency. Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. Lump sum; one payment only 11. Twice per year 12. *Bimonthly; every two months 31. Twice a month 23. 13 times a year; every 4 weeks 24. Every 6 weeks 22. Varies -1. NO PAYMENT -2. NO REGULAR PAYMENTS -7. *Other 0. Inap. (no personally leased vehicles: X2101^=1; did not break off early in grid) ----------------------------------------------------------------------------- OWNED CARS, TRUCKS, VANS, AND SPORT UTILITY VEHICLES ----------------------------------------------------------------------------- X2201 Do you own any cars, or any kind of truck, van or jeep-type vehicle? Do you or anyone in your family here own any cars, or any kind of truck, van or jeep-type vehicle? Do not include motorcyles, tractors, snow blowers, etc., or any vehicles owned by a business. 1. *YES 5. *NO X2202 Altogether, how many such cars or vehicles do you own? Altogether, how many such cars or vehicles do you and your family living here own? Code number 0. Inap. (no owned cars etc.: X2201^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 10 ********************************************************* X6691 Originally reported value of X2202 (see introduction) Code number 0. Inap. (no owned cars etc.: X2201^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 10 ********************************************************* ----------------------------------------------------------------------------- #1 refers to first personally owned car #2 refers to second personally owned car #3 refers to third personally owned car #4 refers to fourth personally owned car #5 refers to all other personally owned cars ----------------------------------------------------------------------------- X2203(#1) What type of vehicle is it? X2303(#2) X2403(#3) What type of vehicle is the newest one? X7150(#4) What type of vehicle is the next one? INTERVIEWER: PROBE IF NECESSARY. Is it a car, a van or minivan, a jeep or sport-utility vehicle, a pickup, or what? 1. *Car 2. *Van/minivan 3. *Jeep/sport-utility vehicle 4. *Pickup 5. Antique/classic/collector vehicle 6. Truck (except pickup) -7. *Other 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars: X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars: X2202<4) ********************************************************* FOR THE PUBLIC DATASET, CODES 5 AND 6 ARE COMBINED WITH -7 ********************************************************* X2204(#1) What make and model is it? X2304(#2) X2404(#3) Code make and model X7151(#4) 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars: X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars: X2202<4) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X2205(#1) What model year is it? X2305(#2) X2405(#3) Code year (4 digits) X7152(#4) 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars: X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars: X2202<4) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-20 ********************************************************* X8166(#1) Recode: prevailing retail VALUE OF VEHICLE as of fall 1998 X8167(#2) according to industry guidebook X8168(#3) X8188(#4) Code value 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars: X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars: X2202<4) X7543(#1) Did you buy it new or used? X7542(#2) X7541(#3) 1. *New X7153(#4) 2. *Used 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars: X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars: X2202<4) X7540(#1) In what year did you buy it? X7539(#2) X7538(#3) Code year (4 digits) X7154(#4) 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars: X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars: X2202<4; did not buy car used: X7543^=1/X7542^=1/X7541^=1/ X7153^=1) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-20 ********************************************************* X2206(#1) Not counting any loans I've already recorded, is any money X2306(#2) still owed on loans for this (make and model)? X2406(#3) X7155(#4) 1. *YES 5. *NO 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars: X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars: X2202<4) In what month and year was the loan taken out? X2207(#1) Code month X2307(#2) 1. *January X2407(#3) 2. *February X7156(#4) 3. *March 4. *April 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars: X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars: X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/ X7155^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X2208(#1) Code year (4 digits) X2308(#2) X2408(#3) 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars: X7157(#4) X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars: X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/ X7155^=1) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-20 ********************************************************* X2209(#1) How much was borrowed or financed? X2309(#2) X2409(#3) Code amount X7158(#4) 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars: X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars: X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/ X7155^=1) X2210(#1) Is this a regular installment loan where you pay a fixed X2310(#2) dollar amount each month for a fixed number of months until X2410(#3) the loan is repaid, or some other kind? X7159(#4) 1. *Regular Installment 2. *Other Kind 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars: X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars: X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/ X7155^=1) How many monthly payments or years were agreed upon when the loan was received? X2212(#1) Code number of years X2312(#2) -1. No set number of years X2412(#3) -7. Unable to calculate from number of payments X7161(#4) 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars: X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars: X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/ X7155^=1; not a regular loan: X2210^=1/X2310^=1/ X2410^=1/X7159^=1) X2211(#1) Code number of payments X2311(#2) -1. No set number of payments X2411(#3) -7. Unable to calculate from number of years X7160(#4) 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars: X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars: X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/ X7155^=1; not a regular loan: X2210^=1/X2310^=1/ X2410^=1/X7159^=1) X9162(#1) Recode: term of loan in months X9163(#2) -1. No set number of years/payments X9164(#3) -7. Unable to calculate from number of years/payments X9179(#4) 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars: X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars: X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/ X7155^=1; not a regular loan: X2210^=1/X2310^=1/ X2410^=1/X7159^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X2213(#1) How much are the payments? X2313(#2) X2413(#3) Code amount X7162(#4) -1. Nothing -2. No regular payment 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars: X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars: X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/ X7155^=1; not a regular loan: X2210^=1/X2310^=1/ X2410^=1/X7159^=1; no set number of payments: X2212=-1/ X2312=-1/X2412=-1/X7161=-1) X7537(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X7536(#2) And how often are they made? X7535(#3) X7163(#4) Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -1. Nothing -2. No regular payment -7. *Other 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars: X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars: X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/ X7155^=1; not a regular loan: X2210^=1/X2310^=1/ X2410^=1/X7159^=1; no set number of payments: X2212=-1/ X2312=-1/X2412=-1/X7161=-1) X2214(#1) What is the typical payment? X2314(#2) X2414(#3) Code amount X7164(#4) -1. Nothing -2. No typical payment 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars: X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars: X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/ X7155^=1; regular loan and regular payments: X2210=1 and X2213>0/X2310=1 and X2313>0/X2410=1 and X2413>0/ X7159=1 and X7162>0) X2215(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X2315(#2) And how often is it made? X2415(#3) X7165(#4) Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month 22. Varies -1. Nothing -2. No regular payment -7. *Other 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars: X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars: X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/ X7155^=1; regular loan and regular payments: X2210=1 and X2213>0/X2310=1 and X2313>0/X2410=1 and X2413>0/ X7159=1 and X7162>0) X7534(#1) Is this loan being paid off ahead of schedule, behind X7533(#2) schedule, or are the payments about on schedule? X7532(#3) X7166(#4) 1. *On schedule 2. *Ahead of schedule 3. *Behind schedule 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars: X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars: X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/ X7155^=1; not a regular loan: X2210^=1/X2310^=1/ X2410^=1/X2410^=1/X7159^=1; no regular payment: X2213<=0/X2313<=0/X2413<=0/X7161<=0) In what month and year do you expect this loan to be repaid? X2216(#1) Code month X2316(#2) 1. *January X2416(#3) 2. *February X7167(#4) 3. *March 4. *April 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars: X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars: X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/ X7155^=1; payments on schedule: X7534=1/X7533=1/X7532=1/ X7166=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X2217(#1) Code year (4 digit) X2317(#2) 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars: X2417(#3) X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars: X7168(#3) X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/ X7155^=1; payments on schedule: X7534=1/X7533=1/X7532=1/ X7166=1) X2218(#1) How much is still owed on this loan? X2318(#2) X2418(#3) Code amount X7169(#4) 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars: X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars: X2202<4; no loan on car: X2206^=1/X2306^=1/X2406^=1/ X7155^=1) X2219(#1) What is the current annual rate of interest being charged X2319(#2) on this loan? X2419(#3) X7170(#4) Code percent * 100 -1. Nothing 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars: X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars: X2202<4) X2220(#1) Please look at the Institutions Card. Is the loan with any X2320(#2) of the institutions on the Institutions Card, or from X2420(#3) someplace else? (IF INSTITUTIONS CARD: Which institution?) X7171(#4) (IF SOMEPLACE ELSE: What type of institution is that?) (INTERVIEWER: CHECK INSTITUTION CARD AND UPDATE IF A NEW INSTITUTION IS MENTIONED AT THIS POINT.) 1. *Institution 1 2. *Institution 2 3. *Institution 3 4. *Institution 4 5. *Institution 5 6. *Institution 6 -7. *OTHER (Coded using the MASTER INSTITUTION LIST) See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars: X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars: X2202<4) The following codes show on the screen after at least six distinct institutions have been during the course of the interview: 11. *Commercial bank; trust company 12. *Savings & Loan; savings bank 14. *Finance or loan company 17. *Insurance company 18. *Mortgage company 19. *Contractor or developer 20. *Prior owner ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X9102(#1) Recode: type of institution X9103(#2) X9104(#3) See MASTER INSTITIUTION LIST for other codes (See X308) X9215(#4) 0. Inap. (no owned cars etc.: X2201^=1/fewer than 2 cars: X2202<2/fewer than 3 cars: X2202<3/fewer than 4 cars: X2202<4) ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X2422(#5) How much are all the other such vehicles that you own worth in today's prices? How much is the other such vehicle that you own worth in today's prices? How much are all the other such vehicles that you and others in your family living here own worth in today's prices? How much is the other such vehicle that you and others in your family living here own worth in today's prices? Code value 0. Inap. (no owned cars etc.: X2201^=1; fewer than 5 cars: X2202<5) X8430(#5) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (no owned cars etc.: X2201^=1; did not break off early in grid) X2423(#5) Not counting loans I have already recorded, is any money still owed on loans for these vehicles? Not counting loans I have already recorded, is any money still owed on a loan for this vehicle? 1. *YES 5. *NO 0. Inap. (no owned cars etc.: X2201^=1; fewer than 5 cars: X2202<5) X8431(#5) Original value for Rs who did not provide complete information within the grid structure (see introduction) 1. *YES 5. *NO 0. Inap. (no owned cars etc.: X2201^=1; did not break off early in grid) X2424(#5) Altogether, about how much is still owed on these loans? Altogether, about how much is still owed on this loan? Code amount 0. Inap. (no owned cars etc.: X2201^=1; fewer than 5 cars: X2202<5; no loan on car: X2423^=1) X8432(#5) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (no owned cars etc.: X2201^=1; did not break off early in grid; no money owed on residual vehicles: X8431^=1) X2425(#5) How much are the total payments on these loans? How much are the total payments on this loan? Code amount -1. Nothing -2. No regular payment 0. Inap. (no owned cars etc.: X2201^=1; fewer than 5 cars: X2202<5; no loan on car: X2423^=1) X2426(#5) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED And how often is that amount paid? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -1. Nothing -2. No regular payment -7. *Other 0. Inap. (no owned cars etc.: X2201^=1; fewer than 5 cars: X2202<5; no loan on car: X2423^=1) X8433(#5) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (no owned cars etc.: X2201^=1; did not break off early in grid; no money owed on residual vehicles: X8431^=1) X8434(#5) Original value of frequency. Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -1. Nothing -2. No regular payment -7. *Other 0. Inap. (no owned cars etc.: X2201^=1; did not break off early in grid; no money owed on residual vehicles: X8431^=1) ----------------------------------------------------------------------------- OTHER OWNED VEHICLES ----------------------------------------------------------------------------- X2503 Do you own any other vehicles such as a motorhome, RV, motorcycle, boat, or airplane? Do you or anyone in your family living here own any other vehicles such as a motorhome, RV, motorcycle, boat, or airplane? INTERVIEWER: DO NOT INCLUDE TRACTORS AND LAWN MOWERS 1. *YES 5. *NO X2504 Altogether, how many of these other vehicles do you own? Altogether, how many of these other vehicles do you or someone in your family living here own? Code number 0. Inap. (no other vehicles: X2503^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 5 ********************************************************* X6692 Originally reported value of X2504 (see introduction) Code number 0. Inap. (no other vehicles: X2503^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 5 ********************************************************* ----------------------------------------------------------------------------- #1 refers to first other owned vehicle #2 refers to second other owned vehicle #3 refers to all remaining other owned vehicle ----------------------------------------------------------------------------- X2505(#1) What type of vehicle is it? X2605(#2) What type of vehicle is the newest one? What type of vehicle is the next one? INTERVIEWER: PROBE IF NECESSARY. Is it a motorhome, RV, airplane, boat, or what? 1. *Motorhome 2. *RV 3. *Airplane; helicopter 4. *Boat 6. Camper; trailer (except 16,17) 9. Tractor 11. *Motorcycle; motor scooter 12. Snowmobile 13. Golf cart 14. Non-automobile off-road vehicle; kart, dragster 15. Miscellaneous construction vehicle 16. Horse trailer 17. Other trailer -7. *Other 0. Inap. (no other vehicles: X2503^=1/fewer than 2 other vehicles: X2504<2) ********************************************************* FOR THE PUBLIC DATASET, CODES 2 AND 6 ARE COMBINED WITH CODE 1; CODE 4 IS COMBINED WITH CODE 3; CODE 9 IS COMBINED WITH CODE 15; CODE 13 IS COMBINED WITH CODE 12; CODE 16 IS COMBINED WITH CODE 17 ********************************************************* X2506(#1) About how much is this (vehicle type) worth? X2606(#2) About how much is this vehicle worth? Code amount 0. Inap. (no other vehicles: X2503^=1/fewer than 2 other vehicles: X2504<2) X2507(#1) Not counting any loans that I have already recorded, is any X2607(#2) money still owed on loans for this (vehicle type)? owed on loans for this vehicle? 1. *YES 5. *NO 0. Inap. (no other vehicles: X2503^=1/fewer than 2 other vehicles: X2504<2) In what month and year was the loan taken out? X2508(#1) Code month X2608(#2) 1. *January 2. *February 3. *March 4. *April 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (no other vehicles: X2503^=1/fewer than 2 other vehicles: X2504<2; no loan on vehicle: X2507^=1/X2607^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X2509(#1) Code year (4 digits) X2609(#2) 0. Inap. (no other vehicles: X2503^=1/fewer than 2 other vehicles: X2504<2; no loan on vehicle: X2507^=1/X2607^=1) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-20 ********************************************************* X2510(#1) How much was borrowed or financed, not counting the X2610(#2) finance charges? Code amount 0. Inap. (no other vehicles: X2503^=1/fewer than 2 other vehicles: X2504<2; no loan on vehicle: X2507^=1/X2607^=1) X2511(#1) Is this a regular installment loan where you pay a fixed X2611(#2) dollar amount each month for a fixed number of months until the loan is repaid, or some other kind? 1. *Regular Installment 2. *Other Kind 0. Inap. (no other vehicles: X2503^=1/fewer than 2 other vehicles: X2504<2; no loan on vehicle: X2507^=1/X2607^=1) How many monthly payments or years were agreed upon when the loan was received? X2513(#1) Code number of years X2613(#2) -1. No set number of years -7. Unable to calculate from number of payments 0. Inap. (no other vehicles: X2503^=1/fewer than 2 other vehicles: X2504<2; no loan on vehicle: X2507^=1/X2607^=1; not a regular loan: X2511^=1/X2611^=1) X2512(#1) Code number of payments X2612(#2) -1. No set number of payments -7. Unable to calculate from number of years 0. Inap. (no other vehicles: X2503^=1/fewer than 2 other vehicles: X2504<2; no loan on vehicle: X2507^=1/X2607^=1; not a regular loan: X2511^=1/X2611^=1) X9165(#1) Recode: term of loan in months X9166(#2) -1. No set number of years/payments -7. Unable to calculate from number of years/payments 0. Inap. (no other vehicles: X2503^=1/fewer than 2 other vehicles: X2504<2; no loan on vehicle: X2507^=1/X2607^=1; not a regular loan: X2511^=1/X2611^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X2514(#1) How much are the payments? X2614(#2) Code amount -1. Nothing -2. No regular payment 0. Inap. (no other vehicles: X2503^=1/fewer than 2 other vehicles: X2504<2; no loan on vehicle: X2507^=1/X2607^=1; not a regular loan: X2511^=1/X2611^=1; no set number of payments: X2512=-1/X2612=-1) X7531(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X7530(#2) And how often are they due? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -1. Nothing -2. No regular payment -7. *Other 0. Inap. (no other vehicles: X2503^=1/fewer than 2 other vehicles: X2504<2; no loan on vehicle: X2507^=1/X2607^=1; not a regular loan: X2511^=1/X2611^=1; no set number of payments: X2512=-1/X2612=-1) X2515(#1) What is the typical payment? X2615(#2) Code amount -1. Nothing -2. No typical payment 0. Inap. (no other vehicles: X2503^=1/fewer than 2 other vehicles: X2504<2; no loan on vehicle: X2507^=1/X2607^=1; regular loan and regular payments: X2511=1 and X2514>0/X2611=1 and X2614>0) X2516(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X2616(#2) And how often is it made? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month 22. Varies -1. Nothing -2. No regular payment -7. *Other 0. Inap. (no other vehicles: X2503^=1/fewer than 2 other vehicles: X2504<2; no loan on vehicle: X2507^=1/X2607^=1; regular loan and regular payments: X2511=1 and X2514>0/X2611=1 and X2614>0) X7529(#1) Is this loan being paid off ahead of schedule, behind X7528(#2) schedule, or are the payments about on schedule? 1. *On schedule 2. *Ahead of schedule 3. *Behind schedule 0. Inap. (no other vehicles: X2503^=1/fewer than 2 other vehicles: X2504<2; no loan on vehicle: X2507^=1/X2607^=1; not a regular loan: X2511^=1/X2611^=1; no regular payment: X2514<=0/X2614<=0) In what month and year do you expect this loan to be repaid? X2517(#1) Code month X2617(#2) 1. *January 2. *February 3. *March 4. *April 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (no other vehicles: X2503^=1/fewer than 2 other vehicles: X2504<2; no loan on vehicle: X2507^=1/X2607^=1; payments on schedule: X7529=1/X7528=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X2518(#1) Code year X2618(#2) 0. Inap. (no other vehicles: X2503^=1/fewer than 2 other vehicles: X2504<2; no loan on vehicle: X2507^=1/X2607^=1; payments on schedule: X7529=1/X7528=1) X2519(#1) How much is still owed on this loan? X2619(#2) Code amount 0. Inap. (no other vehicles: X2503^=1/fewer than 2 other vehicles: X2504<2; no loan on vehicle: X2507^=1/X2607^=1) X2520(#1) What is the current annual rate of interest being charged X2620(#2) on this loan? Code percent * 100 -1. Nothing 0. Inap. (no other vehicles: X2503^=1/fewer than 2 other vehicles: X2504<2; no loan on vehicle: X2507^=1/X2607^=1) X2521(#1) Please look at the Institutions Card. Is the loan with any X2621(#2) 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.) 1. *Institution 1 2. *Institution 2 3. *Institution 3 4. *Institution 4 5. *Institution 5 6. *Institution 6 -7. *OTHER (Coded using the MASTER INSTITUTION LIST) See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (no other vehicles: X2503^=1/fewer than 2 other vehicles: X2504<2; no loan on vehicle: X2507^=1/X2607^=1) The following codes show on the screen after at least six distinct institutions have been during the course of the interview: 11. *Commercial bank; trust company 12. *Savings & Loan; savings bank 14. *Finance or loan company 17. *Insurance company 18. *Mortgage company 19. *Contractor or developer 20. *Prior owner ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X9105(#1) Recode: type of institution X9106(#2) See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (no other vehicles: X2503^=1/fewer than 2 other vehicles: X2504<2; no loan on vehicle: X2507^=1/X2607^=1) ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X2623(#3) How much are all the other such vehicles that you own worth? How much is the other such vehicle that you own worth? How much are all the other such vehicles that you and others in your family living here own worth? How much is the other such vehicle that you and others in your family living here own worth? Code amount 0. Inap. (no other vehicles: X2503^=1; fewer than 3 other vehicles: X2504<3) X8435(#3) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (no other vehicles: X2503^=1; did not break off early in grid) X2624(#3) Not counting loans I have already recorded, is any money still owed on loans for these vehicles? Not counting loans I have already recorded, is any money still owed on loans for this vehicle? 1. *YES 5. *NO 0. Inap. (no other vehicles: X2503^=1; fewer than 3 other vehicles: X2504<3) X8436(#3) Original value for Rs who did not provide complete information within the grid structure (see introduction) 1. *YES 5. *NO 0. Inap. (no other vehicles: X2503^=1; did not break off early in grid) X2625(#3) Altogether, about how much is still owed on these loans? Altogether, about how much is still owed on this loan? Code amount 0. Inap. (no other vehicles: X2503^=1; fewer than 3 other vehicles: X2504<3; no money owed on vehicle: X2624^=1) X8437(#3) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (no other vehicles: X2503^=1; did not break off early in grid; no loans on residual vehicles: X8436^=1) X2626(#3) How much are the total payments on these loans? How much are the total payments on this loan? Code amount -1. Nothing -2. No regular payment 0. Inap. (no other vehicles: X2503^=1; fewer than 3 other vehicles: X2504<3; no money owed on vehicle: X2624^=1) X2627(#3) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED And how often is that amount paid? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -1. Nothing -2. No regular payment -7. *Other 0. Inap. (no other vehicles: X2503^=1; fewer than 3 other vehicles: X2504<3; no money owed on vehicle: X2624^=1) X8438(#3) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (no other vehicles: X2503^=1; did not break off early in grid; no loans on residual vehicles: X8436^=1) X8439(#3) Original value of frequency. Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -1. Nothing -2. No regular payment -7. *Other 0. Inap. (no other vehicles: X2503^=1; did not break off early in grid; fewer than 3 other vehicles: X2504<2; no money owed on vehicle: X2624^=1) ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- EDUCATION LOANS ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- X7801 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? 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? IF YES: Please do not include any credit cards or other loans I have already recorded. 1. *YES 5. *NO X7802 How many such loans are there? Code number 0. Inap. (no education loans: X7801^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 7 ********************************************************* X6693 Originally reported value of X7802 (see introduction) Code number 0. Inap. (no education loans: X7801^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 7 ********************************************************* ----------------------------------------------------------------------------- #1 refers to first education loan #2 refers to second education loan #3 refers to third education #4 refers to fourth education #5 refers to fifth education #6 refers to sixth education #7 refers to all remaining education loans ----------------------------------------------------------------------------- In what month and year was this loan taken out? About the largest loan, in what month and year was this loan taken out? About the next loan, in what month and year was this loan taken out? X7803(#1) Code month X7826(#2) 1. *January X7849(#3) 2. *February X7903(#4) 3. *March X7926(#5) 4. *April X7949(#6) 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (no education loans: X7801^=1/less than 2 loans; X7802<2/less than 3 loans: X7802<3/less than 4 loans: X7802<4/less than 5 loans: X7802<5/less than 6 loans: X7802<6) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X7804(#1) Code year (4 digits) X7827(#2) 0. Inap. (no education loans: X7801^=1/less than 2 loans; X7850(#3) X7802<2/less than 3 loans: X7802<3/less than 4 loans: X7904(#4) X7802<4/less than 5 loans: X7802<5/less than 6 loans: X7927(#5) X7802<6) X7950(#6) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-20 ********************************************************* X7805(#1) How much was borrowed or financed, not counting the finance X7828(#2) charges? X7851(#3) X7905(#4) Code amount X7928(#5) 0. Inap. (no education loans: X7801^=1/less than 2 loans; X7951(#6) X7802<2/less than 3 loans: X7802<3/less than 4 loans: X7802<4/less than 5 loans: X7802<5/less than 6 loans: X7802<6) X7806(#1) Are you paying on this loan now? X7829(#2) X7852(#3) 1. *YES X7906(#4) 5. *NO X7929(#5) 0. Inap. (no education loans: X7801^=1/less than 2 loans; X7952(#6) X7802<2/less than 3 loans: X7802<3/less than 4 loans: X7802<4/less than 5 loans: X7802<5/less than 6 loans: X7802<6) X7173(#1) Are the payments on this loan deferred? X7174(#2) X7175(#3) 1. *YES X7176(#4) 5. *NO X7177(#5) 0. Inap. (no education loans: X7801^=1/less than 2 loans; X7178(#6) X7802<2/less than 3 loans: X7802<3/less than 4 loans: X7802<4/less than 5 loans: X7802<5/less than 6 loans: X7802<6; paying on loan now: X7806^=5/X7829^=5/X7852^=5/ X7806^=5/X7929^=5/X7952^=5) When will you start paying on this loan? X7807(#1) Code month X7830(#2) 1. *January X7853(#3) 2. *February X7907(#4) 3. *March X7930(#5) 4. *April X7953(#6) 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (no education loans: X7801^=1/less than 2 loans; X7802<2/less than 3 loans: X7802<3/less than 4 loans: X7802<4/less than 5 loans: X7802<5/less than 6 loans: X7802<6; paying on loan now: X7806^=5/X7829^=5/X7852^=5/ X7806^=5/X7929^=5/X7952^=5; payments not deferred: X7173^=1/X7174^=1/X7175^=1/X7176^=1/X7177^=1/X7178^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X7808(#1) Code year (4 digits) X7831(#2) X7854(#3) 0. Inap. (no education loans: X7801^=1/less than 2 loans; X7908(#4) X7802<2/less than 3 loans: X7802<3/less than 4 loans: X7931(#5) X7802<4/less than 5 loans: X7802<5/less than 6 loans: X7954(#6) X7802<6; paying on loan now: X7806^=5/X7829^=5/X7852^=5/ X7806^=5/X7929^=5/X7952^=5; payments not deferred: X7173^=1/X7174^=1/X7175^=1/X7176^=1/X7177^=1/X7178^=1) X7809(#1) Is this loan accumulating interest which you will have to X7832(#2) pay? X7855(#3) X7909(#4) 1. *YES X7932(#5) 5. *NO X7955(#6) 0. Inap. (no education loans: X7801^=1/less than 2 loans; X7802<2/less than 3 loans: X7802<3/less than 4 loans: X7802<4/less than 5 loans: X7802<5/less than 6 loans: X7802<6; paying on loan now: X7806^=5/X7829^=5/X7852^=5/ X7806^=5/X7929^=5/X7952^=5; payments not deferred: X7173^=1/X7174^=1/X7175^=1/X7176^=1/X7177^=1/X7178^=1) When did you start paying on this loan? X7810(#1) Code month X7833(#2) 1. *January X7856(#3) 2. *February X7910(#4) 3. *March X7933(#5) 4. *April X7956(#6) 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (no education loans: X7801^=1/less than 2 loans; X7802<2/less than 3 loans: X7802<3/less than 4 loans: X7802<4/less than 5 loans: X7802<5/less than 6 loans: X7802<6; not paying on loan now and payments deferred: X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/ X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X7811(#1) Code year X7834(#2) 0. Inap. (no education loans: X7801^=1/less than 2 loans; X7857(#3) X7802<2/less than 3 loans: X7802<3/less than 4 loans: X7911(#4) X7802<4/less than 5 loans: X7802<5/less than 6 loans: X7934(#5) X7802<6; not paying on loan now and payments deferred: X7957(#6) X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/ X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-20 ********************************************************* X7812(#1) Is this a regular installment loan where you pay a fixed X7835(#2) dollar amount each month for a fixed number of months until X7858(#3) the loan is repaid,or some other kind? X7912(#4) X7935(#5) 1. *Regular Installment X7958(#6) 2 *Other Kind 0. Inap. (no education loans: X7801^=1/less than 2 loans; X7802<2/less than 3 loans: X7802<3/less than 4 loans: X7802<4/less than 5 loans: X7802<5/less than 6 loans: X7802<6; not paying on loan now and payments deferred: X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/ X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1) How many monthly payments or years were agreed upon when the loan was received? X7813(#1) Code number of years X7836(#2) -1. No set number of years X7859(#3) -7. Unable to calculate from number of payments X7913(#4) 0. Inap. (no education loans: X7801^=1/less than 2 loans; X7936(#5) X7802<2/less than 3 loans: X7802<3/less than 4 loans: X7959(#6) X7802<4/less than 5 loans: X7802<5/less than 6 loans: X7802<6; not paying on loan now and payments deferred: X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/ X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1; not a regular loan: X7812^=1/X7835^=1/X7858^=1/X7912^=1/ X7935^=1/X7958^=1); X7814(#1) Code number of payments X7837(#2) -1. No set number of payments X7860(#3) -7. Unable to calculate from number of years X7914(#4) 0. Inap. (no education loans: X7801^=1/less than 2 loans; X7937(#5) X7802<2/less than 3 loans: X7802<3/less than 4 loans: X7960(#6) X7802<4/less than 5 loans: X7802<5/less than 6 loans: X7802<6; not paying on loan now and payments deferred: X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/ X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1; not a regular loan: X7812^=1/X7835^=1/X7858^=1/X7912^=1/ X7935^=1/X7958^=1); X9173(#1) Recode: term of loan in months X9174(#2) -1. No set number of years/payments X9175(#3) -7. Unable to calculate from number of years/payments X9176(#4) 0. Inap. (no education loans: X7801^=1/less than 2 loans; X9177(#5) X7802<2/less than 3 loans: X7802<3/less than 4 loans: X9178(#6) X7802<4/less than 5 loans: X7802<5/less than 6 loans: X7802<6; not paying on loan now and payments deferred: X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/ X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1; not a regular loan: X7812^=1/X7835^=1/X7858^=1/X7912^=1/ X7935^=1/X7958^=1); ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X7815(#1) How much are the payments? X7838(#2) X7861(#3) Code amount X7915(#4) -1. Nothing X7938(#5) -2. No regular payment X7961(#6) 0. Inap. (no education loans: X7801^=1/less than 2 loans; X7802<2/less than 3 loans: X7802<3/less than 4 loans: X7802<4/less than 5 loans: X7802<5/less than 6 loans: X7802<6; not paying on loan now and payments deferred: X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/ X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1; not a regular loan: X7812^=1/X7835^=1/X7858^=1/X7912^=1/ X7935^=1/X7958^=1; no set number of payments: X7813=-1/ X7836=-1/X7859=-1/X7913=-1/X7936=-1/X7959=-1) X7816(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X7839(#2) And how often are they made? X7862(#3) X7916(#4) Code frequency X7939(#5) 2. *Week X7962(#6) 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -1. Nothing -2. No regular payment -7. *Other 0. Inap. (no education loans: X7801^=1/less than 2 loans; X7802<2/less than 3 loans: X7802<3/less than 4 loans: X7802<4/less than 5 loans: X7802<5/less than 6 loans: X7802<6; not paying on loan now and payments deferred: X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/ X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1; not a regular loan: X7812^=1/X7835^=1/X7858^=1/X7912^=1/ X7935^=1/X7958^=1; no set number of payments: X7813=-1/ X7836=-1/X7859=-1/X7913=-1/X7936=-1/X7959=-1) X7817(#1) What is the typical payment? X7840(#2) X7863(#3) Code amount X7917(#4) -1. Nothing X7940(#5) -2. No typical payment X7963(#6) 0. Inap. (no education loans: X7801^=1/less than 2 loans; X7802<2/less than 3 loans: X7802<3/less than 4 loans: X7802<4/less than 5 loans: X7802<5/less than 6 loans: X7802<6; not paying on loan now and payments deferred: X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/ X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1; regular loan and regular payments: X7812=1 and X7815>0/ X7835=1 and X7838>0/X7858=1 and X7861>0/ X7912=1 and X7915>0/X7935=1 and X7938>0/X7958=1 and X7961>0) X7818(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X7841(#2) And how often is it made? X7864(#3) X7918(#4) Code frequency X7941(#5) 2. *Week X7964(#6) 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month 22. Varies -1. Nothing -2. No regular payment -7. *Other 0. Inap. (no education loans: X7801^=1/less than 2 loans; X7802<2/less than 3 loans: X7802<3/less than 4 loans: X7802<4/less than 5 loans: X7802<5/less than 6 loans: X7802<6; not paying on loan now and payments deferred: X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/ X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1; regular loan and regular payments: X7812=1 and X7815>0/ X7835=1 and X7838>0/X7858=1 and X7861>0/ X7912=1 and X7915>0/X7935=1 and X7938>0/X7958=1 and X7961>0) X7821(#1) Is this loan being paid off ahead of schedule, behind X7844(#2) schedule, or are the payments about on schedule? X7867(#3) X7921(#4) 1. *On schedule X7944(#5) 2. *Ahead of schedule X7967(#6) 3. *Behind schedule 0. Inap. (no education loans: X7801^=1/less than 2 loans; X7802<2/less than 3 loans: X7802<3/less than 4 loans: X7802<4/less than 5 loans: X7802<5/less than 6 loans: X7802<6; not paying on loan now and payments deferred: X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/ X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1; not a regular loan: X7812^=1/X7835^=1/X7858^=1/X7912^=1/ X7935^=1/X7958^=1; no set number of payments: X7813=-1/ X7836=-1/X7859=-1/X7913=-1/X7936=-1/X7959=-1) In what month and year do you expect this loan to be repaid? X7819(#1) Code month X7842(#2) 1. *January X7865(#3) 2. *February X7919(#4) 3. *March X7942(#5) 4. *April X7965(#6) 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (no education loans: X7801^=1/less than 2 loans; X7802<2/less than 3 loans: X7802<3/less than 4 loans: X7802<4/less than 5 loans: X7802<5/less than 6 loans: X7802<6; not paying on loan now and payments deferred: X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/ X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/ X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1; payments on schedule: X7821=1/X7844=1/X7867=1/X7921=1/ X7944=1/X7967=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X7820(#1) Code year (4 digit) X7843(#2) 0. Inap. (no education loans: X7801^=1/less than 2 loans; X7866(#3) X7802<2/less than 3 loans: X7802<3/less than 4 loans: X7920(#4) X7802<4/less than 5 loans: X7802<5/less than 6 loans: X7943(#5) X7802<6; not paying on loan now and payments deferred: X7966(#6) X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/ X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/ X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1; payments on schedule: X7821=1/X7844=1/X7867=1/X7921=1/ X7944=1/X7967=1) X7822(#1) What is the current annual rate of interest being charged X7845(#2) on this loan? X7868(#3) X7922(#4) Code percent * 100 X7945(#5) -1. Nothing X7968(#6) 0. Inap. (no education loans: X7801^=1/less than 2 loans; X7802<2/less than 3 loans: X7802<3/less than 4 loans: X7802<4/less than 5 loans: X7802<5/less than 6 loans: X7802<6; not paying on loan now and payments deferred: X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/ X7806=5 & X7173=1/X7829=5 and X7174=1/X7852=5 and X7175=1/ X7906=5 & X7176=1/X7929=5 and X7177=1/X7952=5 and X7178=1; interest not accumulating: X7809=5/X7832=5/X7855=5/ X7909=5/X7932=5/X7955=5) X7823(#1) Please look at the Institutions Card. Is the loan with any X7846(#2) of the institutions on the Institutions Card, or from X7869(#3) someplace else? (IF INSTITUTIONS CARD: Which institution?) X7923(#4) (IF SOMEPLACE ELSE: What type of institution is that?) X7946(#5) (INTERVIEWER: CHECK INSTITUTION CARD AND UPDATE IF A NEW X7969(#6) INSTITUTION IS MENTIONED AT THIS POINT.) 1. *Institution 1 2. *Institution 2 3. *Institution 3 4. *Institution 4 5. *Institution 5 6. *Institution 6 -7. *OTHER (Coded using the MASTER INSTITUTION LIST) See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (no education loans: X7801^=1/less than 2 loans; X7802<2/less than 3 loans: X7802<3/less than 4 loans: X7802<4/less than 5 loans: X7802<5/less than 6 loans: X7802<6) The following codes show on the screen after at least six distinct institutions have been during the course of the interview: 11. *Commercial bank; trust company 12. *Savings & Loan; savings bank 14. *Finance or loan company 17. *Insurance company 18. *Mortgage company 19. *Contractor or developer 20. *Prior owner ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X9203(#1) Recode: type of institution X9204(#2) X9205(#3) See MASTER INSTITIUTION LIST for other codes (See X308) X9206(#4) 0. Inap. (no education loans: X7801^=1/less than 2 loans; X9207(#5) X7802<2/less than 3 loans: X7802<3/less than 4 loans: X9208(#6) X7802<4/less than 5 loans: X7802<5/less than 6 loans: X7802<6) ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X7824(#1) How much is still owed on this loan? X7847(#2) X7870(#3) Code amount X7924(#4) 0. Inap. (no education loans: X7801^=1/less than 2 loans; X7947(#5) X7802<2/less than 3 loans: X7802<3/less than 4 loans: X7970(#6) X7802<4/less than 5 loans: X7802<5/less than 6 loans: X7802<6) X7179(#7) How much in total is owed on all the remaining loans? Code amount 0. Inap. (no education loans: X7801^=1; less than 7 loans: X7802<7) X8440(#7) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (no education loans: X7801^=1; did not break off early in grid) X7180(#7) How much in total are all the payments you are making on all the remaining loans? Code amount -1. Nothing -2. No regular payment 0. Inap. (no education loans: X7801^=1; less than 7 loans: X7802<7) X7181(#7) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED And how often is that amount paid? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -1. Nothing -2. No regular payment -7. *Other 0. Inap. (no education loans: X7801^=1; less than 7 loans: X7802<7) X8441(#7) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount -1. Nothing -2. No regular payment 0. Inap. (no education loans: X7801^=1; did not break off early in grid) X8442(#7) Original value of frequency. Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -1. Nothing -2. No regular payment -7. *Other 0. Inap. (no education loans: X7801^=1; did not break off early in grid) ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- OTHER CONSUMER LOANS ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- X7182 (SHOW CARD 8) Do you (or anyone in your family living here) have any other loans for any reason listed on this card? (These are loans for household appliances, furniture, hobby or recreational equipment, medical bills, loans from friends or relatives, loans for a business or investment, or other loans.) IF YES, SAY: Please do not include credit cards or loans I have already recorded in detail. DO NOT INCLUDE GIFTS/LOANS R IS NOT EXPECTED TO REPAY 1. *YES 5. *NO NOTE: CARD 6 contains the following text in a vertical column: "Loans for household applicances, furniture," "Loans for hobby or recreational equipment," "Loans for medical bills," "Loans from friends or relatives," "Other loans or money owed." X2709 How many such loans do you have? Code number 0. Inap. (no such loans: X7182=5) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 7 ********************************************************* X6694 Originally reported value of X2709 (see introduction) Code number 0. Inap. (no such loans: X7182=5) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 7 ********************************************************* ----------------------------------------------------------------------------- #1 refers to first consumer loan #2 refers to second consumer loan #3 refers to third consumer loan #4 refers to fourth consumer loan #5 refers to fifth consumer loan #6 refers to sixth consumer loan #7 refers to all remaining consumer loans ----------------------------------------------------------------------------- X2710(#1) What was the loan for? X2727(#2) X2810(#3) What was the largest loan for? X2827(#4) X2910(#5) What was the next loan for? X2927(#6) See MASTER LOAN PURPOSE LIST at X6723 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/ fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/ fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6) ********************************************************* SEE MASTER LOAN PURPOSE LIST FOR INFORMATION ON CODE COLLAPSING FOR LOAN PURPOSE VARIABLES FOR PUBLIC DATASET ********************************************************* X6842(#1) Is this loan one that you told me about when we talked about X6843(#2) your business? X6844(#3) X6845(#4) 1. *YES X6846(#5) 5. *NO X6847(#6) 6. Yes, link code created at X7551 etc. 7. Yes, partially reported earlier, link code created at X7551 8. Originally reported as YES, but no clear link 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/ fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/ fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6; no loans for/to a personally owned business reported in the section about personal businesses: X3125=(0, 5) and X3225=(0, 5) and X3325=(0, 5) and X3120=(0, 5) and X3220=(0, 5) and X3320=(0, 5)) In what month and year was this loan taken out? X2712(#1) Code month X2729(#2) 1. *January X2812(#3) 2. *February X2829(#4) 3. *March X2912(#5) 4. *April X2929(#6) 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/ fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/ fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X2713(#1) Code year (4 digits) X2730(#2) 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/ X2813(#3) fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/ X2830(#4) fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6) X2913(#5) X2930(#6) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-20 ********************************************************* X2714(#1) How much was borrowed or financed, not counting the X2731(#2) finance charges? X2814(#3) X2831(#4) Code amount X2914(#5) 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/ X2931(#6) fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/ fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6) X2715(#1) Is this a regular installment loan where you pay a fixed X2732(#2) dollar amount each month for a fixed number of months until X2815(#3) the loan is repaid, or some other kind? X2832(#4) X2915(#5) 1. *Regular Installment X2932(#6) 2. *Other Kind 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/ fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/ fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6) How many monthly payments or years were agreed upon when the loan was received? X2717(#1) Code number of years X2734(#2) -1. No set number of years X2817(#3) -7. Unable to calculate from number of payments X2834(#4) 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/ X2917(#5) fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/ X2934(#6) fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6; not a regular loan: X2715^=1/X2732^=1/X2815^=1/X2832^=1/ X2915^=1/X2932^=1) X2716(#1) Code number of payments X2733(#2) -1. No set number of payments X2816(#3) -7. Unable to calculate from number of years X2833(#4) 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/ X2916(#5) fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/ X2933(#6) fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6; not a regular loan: X2715^=1/X2732^=1/X2815^=1/X2832^=1/ X2915^=1/X2932^=1) X9167(#1) Recode: term of loan in months X9168(#2) -1. No set number of years/payments X9169(#3) -7. Unable to calculate from number of years/payments X9170(#4) 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/ X9171(#5) fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/ X9172(#6) fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6; not a regular loan: X2715^=1/X2732^=1/X2815^=1/X2832^=1/ X2915^=1/X2932^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X2718(#1) How much are the payments? X2735(#2) X2818(#3) Code amount X2835(#4) -1. Nothing X2918(#5) -2. No typical payment X2935(#6) 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/ fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/ fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6; not a regular loan: X2715^=1/X2732^=1/X2815^=1/X2832^=1/ X2915^=1/X2932^=1; no set number of payments: X2717=-1/ X2734=-1/X2817=-1/X2834=-1/X2917=-1/X2934=-1) X7527(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X7526(#2) And how often are they due? X7525(#3) X7524(#4) Code frequency X7523(#5) 2. *Week X7522(#6) 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. Lump sum; one payment only 11. Twice per year 12. *Bimonthly; every two months 31. Twice a month -1. Nothing -2. No regular payment -7. *Other 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/ fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/ fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6; not a regular loan: X2715^=1/X2732^=1/X2815^=1/X2832^=1/ X2915^=1/X2932^=1; no set number of payments: X2717=-1/ X2734=-1/X2817=-1/X2834=-1/X2917=-1/X2934=-1) X2719(#1) What is the typical payment? X2736(#2) X2819(#3) Code amount X2836(#4) -1. Nothing X2919(#5) -2. No typical payment X2936(#6) 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/ fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/ fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6; regular loan and regular payments: X2715=1 and X2718>0/ X2732=1 and X2735>0/X2815=1 and X2818>0/X2832=1 and X2835>0/X2915=1 and X2918>0/X2932=1 and X2935>0) X2720(#2) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X2737(#2) And how often is it made? X2820(#3) X2837(#4) Code frequency X2920(#5) 2. *Week X2937(#6) 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month 22. Varies -1. Nothing -2. No regular payment -7. *Other 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/ fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/ fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6; regular loan and regular payments: X2715=1 and X2718>0/ X2732=1 and X2735>0/X2815=1 and X2818>0/X2832=1 and X2835>0/X2915=1 and X2918>0/X2932=1 and X2935>0) X7521(#1) Is this loan being paid off ahead of schedule, behind X7520(#2) schedule, or are the payments about on schedule? X7519(#3) X7518(#4) 1. *On schedule X7517(#5) 2. *Ahead of schedule X7516(#6) 3. *Behind schedule 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/ fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/ fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6; not a regular loan: X2715^=1/X2732^=1/X2815^=1/X2832^=1/ X2915^=1/X2932^=1; no regular payment: X2718<=0/ X2735<=0/X2818<=0/X2835<=0/X2918<=0/X2935<=0) In what month and year do you expect this loan to be repaid? X2721(#1) Code month X2738(#2) 1. *January X2821(#3) 2. *February X2838(#4) 3. *March X2921(#5) 4. *April X2938(#6) 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/ fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/ fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6; payments on schedule: X7521=1/X7520=1/X7519=1/X7518=1/ X7517=1/X7516=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X2722(#1) Code year X2739(#2) 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/ X2822(#3) fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/ X2839(#4) fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6; X2922(#5) payments on schedule: X7521=1/X7520=1/X7519=1/X7518=1/ X2939(#6) X7517=1/X7516=1) X2723(#1) How much is still owed on this loan? X2740(#2) X2823(#3) Code amount X2840(#4) 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/ X2923(#5) fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/ X2940(#6) fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6) X2724(#1) What is the current annual rate of interest being charged X2741(#2) on this loan? X2824(#3) X2841(#4) Code percent * 100 X2924(#5) -1. Nothing X2941(#6) 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/ fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/ fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6) X2725(#1) Please look at the Institutions Card. Is the loan with any X2742(#2) of the institutions on the Institutions Card, or from X2825(#3) someplace else? (IF INSTITUTIONS CARD: Which institution?) X2842(#4) (IF SOMEPLACE ELSE: What type of institution is that?) X2925(#5) (INTERVIEWER: CHECK INSTITUTION CARD AND UPDATE IF A NEW X2942(#6) INSTITUTION IS MENTIONED AT THIS POINT.) 1. *Institution 1 2. *Institution 2 3. *Institution 3 4. *Institution 4 5. *Institution 5 6. *Institution 6 -7. *OTHER (Coded using the MASTER INSTITUTION LIST) See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/ fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/ fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6) The following codes show on the screen after at least six distinct institutions have been during the course of the interview: 11. *Commercial bank; trust company 12. *Savings & Loan; savings bank 14. *Finance or loan company 17. *Insurance company 18. *Mortgage company 19. *Contractor or developer 20. *Prior owner ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X9107(#1) Recode: type of institution X9108(#2) See MASTER INSTITIUTION LIST for other codes (See X308) X9109(#3) 0. Inap. (no such loans: X7182=5/fewer than 2 loans: X2709<2/ X9110(#4) fewer than 3 loans: X2709<3/fewer than 4 loans: X2709<4/ X9111(#5) fewer than 5 loans: X2709<5/fewer than 6 loans: X2709<6) X9112(#6) ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X7183(#7) How much in total is owed on all the remaining loans? Code amount 0. Inap. (no such loans: X7182=5; fewer than 7 loans: X2709<7) X8443(#7) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (no such loans: X7182^=1; did not break off early in grid) X7184(#7) How much in total are all the payments you are making on all the remaining loans? Code amount -1. Nothing -2. No regular payment 0. Inap. (no such loans: X7182=5; fewer than 7 loans: X2709<7) X7185(#7) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED And how often is that amount paid? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -1. Nothing -2. No regular payment -7. *Other 0. Inap. (no such loans: X7182=5; fewer than 7 loans: X2709<7) X8444(#7) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount -1. Nothing -2. No regular payment 0. Inap. (no such loans: X7182=5; did not break off early in grid) X8445(#7) Original value of frequency. Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -1. Nothing -2. No regular payment -7. *Other 0. Inap. (no such loans: X7182=5; did not break off early in grid) ----------------------------------------------------------------------------- PAYMENTS ON SCHEDULE ON ALL TYPES OF LOANS ----------------------------------------------------------------------------- X3004 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? 1. *All paid as scheduled or ahead of schedule 5. *Sometimes got behind or missed payments 0. Inap. (no types of loans: X413=(0, -1) and X421=(0, -1) and X424=(0, -1) and X427=(0, -1) and X430=(0, -1) and X7577=5 and X723=(0, 5) and X830=(0, 5) and X931=(0, 5) and X1101=5 and X1203=(0, 5) and X2206=(0, 5) and X2306=(0, 5) and X2406=(0, 5) and X7155=(0, 5) and X2507=(0, 5) and X2607=(0, 5) and X7182=5 and X1711=(0, 5) and X1811=(0, 5) and X1911=(0, 5) and X1416=(0, 5) and X1516=(0, 5) and X1616=(0, 5) and X1620=(0, 5) and X1032=(0, 5) and X2005=(0, 5) and X2015=(0, 5) and X2423=(0, 5) and X2624=(0, 5) and X7801=5 and X3120=(0, 5) and X3220=(0, 5) and X3320=(0, 5) and X3125=(0, 5) and X3225=(0, 5) and X3325=(0, 5)) X3005 Were you ever behind in your payments by two months or more? 1. *YES 5. *NO 0. Inap. (no types of loans: X413=(0, -1) and X421=(0, -1) and X424=(0, -1) and X427=(0, -1) and X430=(0, -1) and X7577=5 and X723=(0, 5) and X830=(0, 5) and X931=(0, 5) and X1101=5 and X1203=(0, 5) and X2206=(0, 5) and X2306=(0, 5) and X2406=(0, 5) and X7155=(0, 5) and X2507=(0, 5) and X2607=(0, 5) and X7182=5 and X1711=(0, 5) and X1811=(0, 5) and X1911=(0, 5) and X1416=(0, 5) and X1516=(0, 5) and X1616=(0, 5) and X1620=(0, 5) and X1032=(0, 5) and X2005=(0, 5) and X2015=(0, 5) and X2423=(0, 5) and X2624=(0, 5) and X7801=5 and X3120=(0, 5) and X3220=(0, 5) and X3320=(0, 5) and X3125=(0, 5) and X3225=(0, 5) and X3325=(0, 5)); not late with payments: X3004=1) X6772 Have you (and your spouse/partner) ever filed for bankruptcy? 1. *YES 5. *NO When was the most recent time? X6773 CODE YEARS AGO -1. Less than a year 0. Inap. (never filed for bankruptcy: X6772=5) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 25 ROUNDED TO NEAREST ODD INTEGER ********************************************************* X6774 CODE YEAR 0. Inap. (never filed for bankruptcy: X6772=5) ********************************************************* FOR THE PUBLIC DATASET, ADJUSTED TO CORRESPOND TO X6773 ********************************************************* ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- MISCELLANEOUS OPINION VARIABLES ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- (#1-#6 in order reported by R) X3006(#1) Now I'd like to ask you a few questions about your savings. X3007(#2) People have different reasons for saving, even though they X7513(#3) may not be saving all the time. What are your most X7514(#4) important reasons for saving? X7515(#5) X6848(#6) 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? (Anything else?) 1. Children's education; education of grandchildren 2. Own education; spouse's education; education -- NA for whom 3. "For the children/family" -- NFS; "to help the kids out"; estate 5. Wedding, Bar Mitzvah, and other ceremonies (except 17) 6. To have children/a family 9. To move (except 11) 11. Buying own house (code summer cottage in 12) 12. Purchase of cottage or second home for own use 13. Buy a car, boat or other vehicle 14. Home improvements/repairs 15. To travel; take vacations; take other time off 16. Buy durable household goods, appliances, home furnishings; hobby and recreational items; for other purchases not codable above or not further specified; "buy things when we need/want them"; moving/special occasions 17. Burial/funeral expenses 18. Charitable or religious contributions 20. "To enjoy life" 21. Buying (investing in) own business/farm; equipment for business/farm 22. Retirement/old age 23. Reserves in case of unemployment 24. In case of illness; medical/dental expenses 25. Emergencies; "rainy days"; other unexpected needs; for "security" and independence 26. Investments reasons (to get interest, to be diversified, to buy other forms of assets) 27. To meet contractual commitments (debt repayment, insurance, taxes, etc.), to pay off house 28. "To get ahead;" to advance standard of living 29. Ordinary living expenses/bills 31. No reason (except 90, 91, 92) 32. "For the future" 90. Had extra income; saved becaused had the money left over -- no other purpose specified 91. Wise/prudent thing to do; good discipline to save; habit 92. Liquidity; to have cash available/on hand -1. Don't/can't save; "have no money" -7. Other 0. Inap. (only for X3007, X7513, X7514, X7515, X6848) X3010 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? 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? 1. *YES 5. *NO (#1-#6 in order reported by R) X3011(#1) INTERVIEWER: SHOW CARD 7 X3012(#2) What kinds of obligations are these? X3013(#3) CODE ALL THAT APPLY X7512(#4) X7511(#5) 1. *EDUCATION OF CHILDREN; (incl. step and adopted); X6667(#6) grandchildren 2. *EDUCATION: FOR OTHERS; (incl. R & spouse/partner) 3. *HEALTH CARE: FOR SELF/SPOUSE/PARTNER 4. *HEALTH CARE: FOR OTHERS; (incl. elderly parents/disabled child) 5. Health care/medical expenses -- NA for whom 11. General support for R/spouse/partner in Retirement or old age 12. General support for child/grandchild; 13. General support for parents 14. General support for others or NA for whom 15. Baby 21. *PURCHASE OF NEW HOME; (incl. vacation home) 22. Purchase of car or other large durable goods 23. Burial expenses 24. Taxes 25. Home repairs/improvements 26. Weddings, vacations, moving and other special expenditures 31. Business/investment; start/expand own business 32. Divorce, legal expenses 33. Investment, major purchase 34. Charitable expense 41. Bills/living expenses --NFS -7. *OTHER MAJOR FINANCIAL OBLIGATIONS 0. Inap. (no expected major expenses: X3010^=1) NOTE: CARD 7 contains the following text in a vertical column: "Education for your children," "Education for others," "Future health care for self/spouse," "Health care for others," "Purchase of new home," "Other major financial obligation." X7186 Are you saving for these expenses now? Are you saving for this expense now? 1. *YES 5. *NO 0. Inap. (no expected major expenses: X3010^=1) X3008 INTERVIEWER: SHOW CARD 8 In planning your saving and spending, which of the time periods listed on this page is most important to you? In planning your family's saving and spending, which of the time periods listed on this page is most important to you and your (spouse/partner)? In planning your family's saving and spending, which of the time periods listed on this page is most important to you? 1. *NEXT FEW MONTHS 2. *NEXT YEAR 3. *NEXT FEW YEARS 4. *NEXT 5-10 YEARS 5. *LONGER THAN 10 YEARS NOTE: CARD 8 contains the following text in a vertical column: "Next few months," " Next year," "Next 5 to 10 years," "Longer than 10 years." X3014 INTERVIEWER: SHOW CARD 9 Which of the statements on this page comes closest to the amount of financial risk that you and your (spouse/partner) are willing to take when you save or make investments? 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? INTERVIEWER: READ ANSWERS ONLY IF NECESSARY. IF MORE THAN ONE RESPONSE IS GIVEN USE THE FIRST CATEGORY THAT APPLIES. 1. *TAKE SUBSTANTIAL FINANCIAL RISKS EXPECTING TO EARN SUBSTANTIAL RETURNS 2. *TAKE ABOVE AVERAGE FINANCIAL RISKS EXPECTING TO EARN ABOVE AVERAGE RETURNS 3. *TAKE AVERAGE FINANCIAL RISKS EXPECTING TO EARN AVERAGE RETURNS 4. *NOT WILLING TO TAKE ANY FINANCIAL RISKS NOTE: CARD 9 contains the following text in a vertical column: "Take substantial financial risks expecting to earn substantial returns," "Take above average financial risks expecting to earn above average returns," "Take average financial risks expecting to earn average returns," "Not willing to take any financial risks." INTERVIEWER: SHOW CARD 10 Which of the following statements on this page comes closest to describing your and your (spouse/partner)'s saving habits? Which of the following statements on this page comes closest to describing your saving habits? INTERVIEWER: DO NOT PROBE FOR MORE THAN ONE RESPONSE. ENTER MULTIPLE RESPONSES ONLY IF R VOLUNTEERS THEM X3015 *DON'T SAVE - USUALLY SPEND MORE THAN INCOME X3016 *DON'T SAVE - USUALLY SPEND ABOUT AS MUCH AS INCOME X3017 *SAVE WHATEVER IS LEFT OVER AT THE END OF THE MONTH - NO REGULAR PLAN X3018 *SAVE INCOME OF ONE FAMILY MEMBER, SPEND THE OTHER X3019 *SPEND REGULAR INCOME, SAVE OTHER INCOME X3020 *SAVE REGULARLY BY PUTTING MONEY ASIDE EACH MONTH 1. Checked 5. Not checked NOTE: CARD 10 contains the following text in a vertical column: "Don't save -- Usually spend more than income," "Don't save -- Usually spend about as much as income," "Save whatever is left over at the end of each month -- No regular plan," "Save income of one family member, spend the other," "Save regularly by putting money aside each month." X3023 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? 1. *TOTALLY INADEQUATE 2. 3. *ENOUGH TO MAINTAIN LIVING STANDARDS 4. 5. *VERY SATISFACTORY X7510 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? 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? (Spending should not include any investments you have made.) 1. *SPENDING EXCEEDED INCOME 2. *SPENDING EQUALLED INCOME 3. *SPENDING WAS LESS THAN INCOME NOTE: CARD 11 contains the following information: The numbers 1 through 5 in a horizonal row bounded by dark lines. Below 1 is printed "Totally inadequate"; below 3 is printed "Enough to maintain standard"; and below 5 is printed "Very satisfactory." Nothing is printed below 2 and 4. X7509 Did any of that spending include purchases of a home or automobile or spending for any investments? 1. *YES 5. *NO 0. Inap. (spending less than income: X7510=3) X7508 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? 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? 1. *SPENDING EXCEEDED INCOME 2. *SPENDING EQUALLED INCOME 3. *SPENDING WAS LESS THAN INCOME 0. Inap. (spending less than or equal to income: X7510=2 or 3; spending did not include durables purchases: X7509^=1) X7507 To make up the difference, did you borrow additional money, did you spend out of savings or investments, or did you do something else? 1. *BORROWED MONEY; (including used credit cards) 2. *SPENT OUT OF SAVINGS/INVESTMENTS 3. Got behind on payments; didn't pay bills 4. Help from others 5. (Possible respondent error #1) Cut back on expenses 6. (Possible respondent error #2) Got additional income 8. Did nothing 12. Declared Bankruptcy 15. Sold assets -7. *OTHER 0. Inap. (spending less than or equal to income) ********************************************************* FOR THE PUBLIC DATASET, CODE 12 IS COMBINED WITH CODE 3 ********************************************************* X7187 About how much do you think you (and your family) need to have in savings for emergencies and other unexpected things that may come up? Code amount -1. Nothing (SHOW CARD 14) For the following statements, please say whether you agree strongly, agree somewhat, neither agree nor disagree, disagree somewhat, or disagree strongly: X6788 Compared with other people of (my/our) generation and background, (I/we) have been lucky in (my/our) financial affairs. 1. *AGREE STRONGLY 2. *AGREE SOMEWHAT 3. *NEITHER AGREE NOR DISAGREE 4. *DISAGREE SOMEWHAT 5. *DISAGREE STRONGLY X6789 When the things that (I/we) own increase in value, (I am/we are) more likely to spend money. 1. *AGREE STRONGLY 2. *AGREE SOMEWHAT 3. *NEITHER AGREE NOR DISAGREE 4. *DISAGREE SOMEWHAT 5. *DISAGREE STRONGLY ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- FINANCIAL ASSETS (ALSO INCLUDES SOME MISC. ASSETS AND DEBTS) ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- CHECKING ACCOUNTS ----------------------------------------------------------------------------- X3501 Now I'd like to ask about different types of financial assets that you might have. First, do you have any checking accounts at any type of institution? you might have. First, do you or anyone in your family living here have any checking accounts at any type of institution? IF YES: Please do not include any money market accounts unless you use them regularly as checking accounts. 1. *YES 5. *NO X3502 Have you ever had a checking account? Have you or anyone in your family living here ever had a checking account? 1. *YES 5. *NO 0. Inap. (R has a checking account: X3501=1) X3503 (SHOW CARD 12) Looking at this list, please tell me which is the most important reason you don't have a checking account. important reason your family doesn't have a checking account. 1. *DON'T WRITE ENOUGH CHECKS TO MAKE IT WORTHWHILE 2. *MINIMUM BALANCE IS TOO HIGH 3. *DO NOT LIKE DEALING WITH BANKS 4. *SERVICE CHARGES ARE TOO HIGH 5. *NO BANK HAS CONVENIENT HOURS OR LOCATION 12. Checkbook has been/could be lost/stolen 13. Haven't gotten around to it 14. R has other account with checking privileges (MMA, MIA, etc) (does not include individuals who write checks for R) 15. R not allowed to have account (e.g., asset test for welfare) 20. R does not need/want a checking account (NEC) 21. Credit problems; bankruptcy; R does not meet depository's qualifications for having an account 95. Don't have (enough) money -1. Can't manage/balance a checking account -7. *SOME OTHER REASON 0. Inap. (R has a checking account: X3501=1) NOTE: CARD 12 contains the following text in a vertical column: "Don't write enough checks to make it worthwhile," " Minimum balance too high," "Do not like dealing with banks," "Service charges too high," "No bank has convenient hours or location," "Some other reason." X3504 How many checking accounts do you have? How many checking accounts do you and your family living here have? (IF R ASKS: INCLUDE MONEY MARKET ACCOUNTS ONLY IF THEY ARE USED AS CHECKING ACCOUNTS) Code number of accounts 0. Inap. (R has no checking account: X3501^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 10 ********************************************************* X6695 Originally reported value of X3504 (see introduction) Code number of accounts 0. Inap. (R has no checking account: X3501^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 10 ********************************************************* ----------------------------------------------------------------------------- #1 refers to the first checking account #2 refers to the second checking account #3 refers to the third checking account #4 refers to the fourth checking account #5 refers to the fifth checking account #6 refers to the sixth checking account #7 refers to the remaining checking accounts ----------------------------------------------------------------------------- X3505(#1) Please look at the Institutions Card. Thinking about your X3509(#2) checking account, is this account with any of the X3513(#3) institutions on the Institutions Card, or from someplace X3517(#4) else? (IF INSTITUTIONS CARD: Which institution?) (IF X3521(#5) SOMEPLACE ELSE: What type of institution is that?) X3525(#6) (INTERVIEWER: CHECK THE INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS MENTIONED.) 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.) 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.) 1. *Institution 1 2. *Institution 2 3. *Institution 3 4. *Institution 4 5. *Institution 5 6. *Institution 6 -7. *OTHER (Coded using the MASTER INSTITUTION LIST) See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (R has no checking account: X3501^=1/fewer than 2 accounts: X3504<2/fewer than 3 accounts: X3504<3/ fewer than 4 accounts: X3504<4/fewer than 5 accounts: X3504<5/fewer than 6 accounts: X3504<6) The following codes show on the screen after at least six distinct institutions have been during the course of the interview: 11. *Commercial bank; trust company 12. *Savings & Loan; savings bank 14. *Finance or loan company 17. *Insurance company 18. *Mortgage company 19. *Contractor or developer 20. *Prior owner ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X9113(#1) Recode: type of institution X9114(#2) X9115(#3) See MASTER INSTITIUTION LIST for other codes (See X308) X9116(#4) 0. Inap. (R has no checking account: X3501^=1/fewer than X9117(#5) 2 accounts: X3504<2/fewer than 3 accounts: X3504<3/ X9118(#6) fewer than 4 accounts: X3504<4/fewer than 5 accounts: X3504<5/fewer than 6 accounts: X3504<6) ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X3506(#1) How much is in this account? (What was the average over the X3510(#2) last month?) X3514(#3) X3518(#4) Code amount X3522(#5) -1. Nothing X3526(#6) 0. Inap. (R has no checking account: X3501^=1/fewer than 2 accounts: X3504<2/fewer than 3 accounts: X3504<3/ fewer than 4 accounts: X3504<4/fewer than 5 accounts: X3504<5/fewer than 6 accounts: X3504<6) X3507(#1) Is this a money market-type account? X3511(#2) X3515(#3) 1. *YES X3519(#4) 5. *NO X3523(#5) 0. Inap. (R has no checking account: X3501^=1/fewer than X3527(#6) 2 accounts: X3504<2/fewer than 3 accounts: X3504<3/ fewer than 4 accounts: X3504<4/fewer than 5 accounts: X3504<5/fewer than 6 accounts: X3504<6) X7601(#1) Is this a joint checking account, or is the account in your X7603(#2) name, in your husband's name, or something else? X7605(#3) X7607(#4) Is this a joint checking account, or is the account in your X7609(#5) name, in your wife's name, or something else? X7611(#6) Is this a joint checking account, or is the account in your name, in your partner's name, or something else? Is this checking account in your name, or something else? Is this a joint checking account, or is the account in your name? 1. *Joint account 2. *R's account 3. *Spouse's/partner's account 4. Other family member's account 5. Child only 6. Child and respondent or spouse/partner 7. Other relative 8. Other relative with respondent or spouse/partner 9. Unrelated person, NFS 10. Unrelated person with respondent or spouse/partner 50. Trust account 51. Personal business account -7. *Other 0. Inap. (R has no checking account: X3501^=1/fewer than 2 accounts: X3504<2/fewer than 3 accounts: X3504<3/ fewer than 4 accounts: X3504<4/fewer than 5 accounts: X3504<5/fewer than 6 accounts: X3504<6; R lives alone: X7001=1) X3529(#7) How much is in all your remaining checking accounts? (What was the average over the last month?) How much is in all your family's remaining checking accounts? (What was the average over the last month?) Code amount -1. Nothing 0. Inap. (R has no checking account: X3501^=1; fewer than 7 accounts: X3504<7) X8446(#7) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (no checking account: X3501^=1; did not break off early in grid) X3530 (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? (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? 1. Recommended; friend/family has account there 2. High interest rates 3. *LOCATION OF THEIR OFFICES 4. Other business done here 5. Easy to qualify (for credit); only place that would give us a loan 6. *ABLE TO OBTAIN MANY SERVICES AT ONE PLACE 7. *HAD THE LOWEST FEES/MINIMUM BALANCE REQUIREMENT 8. *OFFERED SAFETY AND ABSENCE OF RISK 9. Other convenience mentions/payroll deduction/direct deposit 11. Personal relationship; they know me; R/spouse works there; small institution; family member works there 12. Staff qualifications 13. Bank bought by another institution 14. Always done business there; banked there a long time 23. Advertisement 24. Convenient hours 25. No particular reason 26. No other institutions 27. Gift for opening account; other promotion; special benefits for group R belongs to (e.g., senior citizens, sport team, etc.) 28. Interest rates on deposits 29. Reputation 30. Unable to open an account at another institution 31. Dissatisfaction with previous institution 32. Good customer service 33. R prefers to deal with institutions of this type 34. Account opened for R as a child 35. Connection through work/school 36. Prefer a local institution 37. Needed to change institution -7. *SOME OTHER REASON 0. Inap. (R has no checking account: X3501^=1) NOTE: CARD 13 contains the following text in a vertical column: "Location of their offices," "Had the lowest fees or minimum balance requirement," "Able to obtain many services at one place," "Offered safety and absence of risk," "Some other reason." X3531 For how many years have you done business with this institution? For how many years has someone in your family living here done business with this institution? Code number of years -1. Less than a year 0. Inap. (R has no checking accounts: X3501^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED 60 ********************************************************* ----------------------------------------------------------------------------- IRA/KEOGH ACCOUNTS ----------------------------------------------------------------------------- X3601 Do you have any Individual Retirement Accounts, that is, IRA or Keogh accounts? Do you or anyone in your family here have any Individual Retirement Accounts, that is, IRA or Keogh accounts? 1. *YES 5. *NO ----------------------------------------------------------------------------- #1 refers to IRA/Keogh account of R #2 refers to IRA/Keogh account of spouse/partner #3 refers to IRA/Keogh account of other PEU member ----------------------------------------------------------------------------- X3602(#1) Are any of the IRA or Keogh accounts yours? X3612(#2) Does your spouse have IRA or Keogh accounts? Does your partner have IRA or Keogh accounts? X3622(#3) Do any other family members have IRA or Keogh accounts? 1. *YES 5. NO (or: no spouse or partner in PEU: X107^=1/no other PEU members: (X113, X119, X125, X131, X137, X207, X213, X219, X225)^=1) 0. Inap. (No IRA/Keogh accounts: X3601^=1) X3603(#1) Including any rollovers from past pensions, how many IRA and X3613(#2) Keogh accounts (do you/does your [spouse/partner/other X3623(#3) family member]) have? Code number of accounts 0. Inap. (No IRA/Keogh accounts: X3601^=1; no IRA/Keoghs: X3601^=1/no spouse or partner in PEU: X107^=1/no other PEU members: (X113, X119, X125, X131, X137, X207, X213, X219, X225)^=1; person has no account: X3602^=1/ X3612^=1/X3622^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 5 ********************************************************* About your (account, is this an/accounts, are these) IRA or Keogh account(s)? About your spouse's (account, is this an/accounts, are these) IRA or Keogh account(s)? About your partner's (account, is this/accounts, are these) IRA or Keogh account(s)? About your other family member's (account, is this/accounts, are these) IRA or Keogh(s)? X3604(#1) *IRA X3614(#2) X3624(#3) X3605(#1) *KEOGH X3615(#2) X3625(#3) 1. Checked 5. Not checked 0. Inap. (No IRA/Keogh accounts: X3601^=1; no IRA/Keoghs: X3601^=1/no spouse or partner in PEU: X107^=1/no other PEU members: (X113, X119, X125, X131, X137, X207, X213, X219, X225)^=1; person has no account: X3602^=1/ X3612^=1/X3622^=1; if only one account either IRA or KEOGH is inap.) X3610(#1) How much in total is in your [IRA(s)/Keogh account(s)/IRA X3620(#2) and Keogh accounts]? X3630(#3) How much in total is in your spouse's [IRA(s)/Keogh account(s)/IRA and Keogh accounts]? How much in total is in your partner's [IRA(s)/Keogh account(s)/IRA and Keogh accounts]? Code amount 0. Inap. (No IRA/Keogh accounts: X3601^=1; no IRA/Keoghs: X3601^=1/no spouse or partner in PEU: X107^=1/no other PEU members: (X113, X119, X125, X131, X137, X207, X213, X219, X225)^=1; person has no account: X3602^=1/ X3612^=1/X3622^=1) (#1): X3606 X3607 X3608 X3609 X7501 X6721 (#2): X3616 X3617 X3618 X3619 X7502 X6722 (#3): X3626 X3627 X3628 X3629 X7503 Please look at the Institutions Card. (Is this account/are these accounts) 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.) 1. *Institution 1 2. *Institution 2 3. *Institution 3 4. *Institution 4 5. *Institution 5 6. *Institution 6 -7. *OTHER (Coded using the MASTER INSTITUTION LIST) See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (No IRA/Keogh accounts: X3601^=1; no IRA/Keoghs: X3601^=1/no spouse or partner in PEU: X107^=1/no other PEU members: (X113, X119, X125, X131, X137, X207, X213, X219, X225)^=1; person has no account: X3602^=1/ X3612^=1/X3622^=1; at least one institution field must be filled out, but higher order fields may be inap.) The following codes show on the screen after at least six distinct institutions have been during the course of the interview: 11. *Commercial bank; trust company 12. *Savings & Loan; savings bank 14. *Finance or loan company 17. *Insurance company 18. *Mortgage company 19. *Contractor or developer 20. *Prior owner ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* (#1): X9119 X9120 X9121 X9122 X9209 X9223 (#2): X9123 X9124 X9125 X9126 X9210 X9224 (#3): X9127 X9128 X9129 X9130 X9211 Recode: type of institution See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (No IRA/Keogh accounts: X3601^=1; no IRA/Keoghs: X3601^=1/no spouse or partner in PEU: X107^=1/no other PEU members: (X113, X119, X125, X131, X137, X207, X213, X219, X225)^=1; person has no account: X3602^=1/ X3612^=1/X3622^=1; at least one institution field must be filled out, but higher order fields may be inap.) ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X3631 How is the money in (this/all of these) IRA and Keogh accounts(s) 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? How is the money in (all) your family's IRA and Keogh account(s) 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? 1. *CDs/Bank accounts; "money market" 2. *Stock; "mutual funds" 3. *Bonds/Similar assets; T-Bills; treasury notes 4. Combinations of 1, 2, & 3 ; "mixed"/"diversified" -- NFS 5. Combination of 2 & 3 above 6. Combination of 1 & 2 above 11. Universal life policy or other similar insurance product 12. Annuity 13. Commodities 14. Real estate/mortgages 15. Limited partnership/other similar investment 16. Brokerage account/cash management account (CMA) -7. *Split/Other 0. Inap. (No IRA/Keogh accounts: X3601^=1) ----------------------------------------------------------------------------- MONEY MARKET ACCOUNTS ----------------------------------------------------------------------------- X3701 Not including any accounts I have already recorded, do you have any money market accounts? Not including any accounts I have already recorded, do you or anyone in your family here have any money market accounts? 1. *YES 5. *NO X3702 Altogether, how many of these money market accounts do you have? Altogether, how many of these money market accounts do you and your family living here have? Code number of accounts 0. Inap. (no money market accounts: X3701^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 10 ********************************************************* X6696 Originally reported value of X3702 (see ingroduction) Code number of accounts 0. Inap. (no money market accounts: X3701^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 10 ********************************************************* ----------------------------------------------------------------------------- #1 refers to the first money market account #2 refers to the second money market account #3 refers to the third money market account #4 refers to the remaining money market accounts ----------------------------------------------------------------------------- X3703(#1) Does this account have check-writing privileges? X3708(#2) X3713(#3) Does the largest account have check-writing privileges? Does the next largest account have check-writing privileges? 1. *YES 5. *NO 0. Inap. (no money market accounts: X3701^=1/fewer than 2 accounts: X3702<2/fewer than 3 account: X3702<3/fewer than 4 accounts: X3703<4) X3704(#1) Is this a tax-free money market account? X3709(#2) X3714(#3) 1. *YES 5. *NO 0. Inap. (no money market accounts: X3701^=1/fewer than 2 accounts: X3702<2/fewer than 3 account: X3702<3/fewer than 4 accounts: X3703<4) X3705(#1) Please look at the Institutions Card. Is this account with X3710(#2) any of the institutions on the Institutions Card, or from X3715(#3) 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.) 1. *Institution 1 2. *Institution 2 3. *Institution 3 4. *Institution 4 5. *Institution 5 6. *Institution 6 -7. *OTHER (Coded using the MASTER INSTITUTION LIST) See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (no money market accounts: X3701^=1/fewer than 2 accounts: X3702<2/fewer than 3 account: X3702<3/fewer than 4 accounts: X3703<4) The following codes show on the screen after at least six distinct institutions have been during the course of the interview: 11. *Commercial bank; trust company 12. *Savings & Loan; savings bank 14. *Finance or loan company 17. *Insurance company 18. *Mortgage company 19. *Contractor or developer 20. *Prior owner ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X9131(#1) Recode: type of institution X9132(#2) X9133(#3) See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (no money market accounts: X3701^=1/fewer than 2 accounts: X3702<2/fewer than 3 account: X3702<3/fewer than 4 accounts: X3703<4) ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X3706(#1) How much is in this account? X3711(#2) X3716(#3) Code amount -1. Nothing 0. Inap. (no money market accounts: X3701^=1/fewer than 2 accounts: X3702<2/fewer than 3 account: X3702<3/fewer than 4 accounts: X3703<4) X7613(#1) Is this a joint money market account, or is the account in X7615(#2) your name, in your husband's name, or something else? X7617(#3) Is this a joint money market account, or is the account in your name, in your wife's name, or something else? Is this a joint money market account, or is the account in your name, in your partner's name, or something else? Is this money market account in your name or something else? Is this a joint money market account, or is the account in your name? 1. *Joint account 2. *R's account 3. *Spouse's/partner's account 4. Other family member's account 5. Child only 6. Child and respondent or spouse 7. Other relative 8. Other relative with respondent or spouse 9. Unrelated person, NFS 10. Unrelated person with respondent or spouse 50. Trust account 51. Personal business account -7. *Other 0. Inap. (no money market accounts: X3701^=1/fewer than 2 accounts: X3702<2/fewer than 3 account: X3702<3/fewer than 4 accounts: X3703<4; R lives alone: X7001=1) X3718(#4) How much is in all your remaining money market accounts? How much is in all your family's remaining money market accounts? Code amount -1. Nothing 0. Inap. (no money market accounts: X3701^=1; fewer than 4 accounts: X3702<4) X8447(#4) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (no money market accounts: X3701^=1; did not break off early in grid) ----------------------------------------------------------------------------- CERTIFICATES OF DEPOSIT ----------------------------------------------------------------------------- X3719 Not including CDs that are part of IRAs or Keoghs, do you have any CDs or certificates of deposit at financial institutions? 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? IF YES: Please do not include CDs that are part of IRAs or Keoghs I have already recorded. IF R ASKS: CDs are certificates held for a set period of time that must be cashed or renewed at the maturity date. 1. *YES 5. *NO X3720 Altogether, how many such CDs do you have? Altogether, how many such CDs do you and your family living here have? Code number 0. Inap. (no certificates of deposit: X3719^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 20 ********************************************************* X3721 What is the total dollar value of all these CDs? What is the total dollar value of this CD? Code amount 0. Inap. (no certificates of deposit: X3719^=1) X3722 X3723 X3724 X3725 X7618 X6654 X6655 (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.) (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.) 1. *Institution 1 2. *Institution 2 3. *Institution 3 4. *Institution 4 5. *Institution 5 6. *Institution 6 -7. *OTHER (Coded using the MASTER INSTITUTION LIST) See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (no certificates of deposit: X3719^=1; if there are any CDs, the first field must be non-zero, but higher-order fields may be inap.) The following codes show on the screen after at least six distinct institutions have been during the course of the interview: 11. *Commercial bank; trust company 12. *Savings & Loan; savings bank 14. *Finance or loan company 17. *Insurance company 18. *Mortgage company 19. *Contractor or developer 20. *Prior owner ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X9134 X9135 X9136 X9137 X9214 X9217 X9218 Recode: type of institution See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (no certificates of deposit: X3719^=1; if there are any CDs, the first field must be non-zero, but higher order fields may be inap.) ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X7620 Is this CD held jointly, or is it in your name, in your husband's name, or something else? Is this CD held jointly, or is it in your name, in your wife's name, or something else? Is this CD held jointly, or is it in your name, in your partner's name, or something else? Is this CD in your name or something else? Is this CD held jointly, or is it in your name? 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? 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? 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? Is most of the money in these CDs in your name or something else? Is most of the money in these CDs held jointly, or is most of it in your name? 1. *Joint account 2. *R's account 3. *Spouse's/partner's account 4. Other family member's account 5. Child only 6. Child and respondent or spouse 7. Other relative 8. Other relative with respondent or spouse 9. Unrelated person, NFS 10. Unrelated person with respondent or spouse 11. Equal amounts in R and spouse/partner names 50. Trust account 51. Personal business account -7. *Other 0. Inap. (no certificates of deposit: X3719^=1; R lives alone: X7001=1) ----------------------------------------------------------------------------- SAVINGS ACCOUNTS ----------------------------------------------------------------------------- X3801 Do you have any savings accounts? These could be passbook accounts, share accounts, Christmas Club accounts, or any other type of savings account. Do you or anyone in your family living here have any savings accounts? These could be passbook accounts, share accounts, Christmas Club accounts, or any other type of savings account. 1. *YES 5. *NO X3802 How many such accounts do you have? How many such accounts do you and your family living here have? Code number of accounts 0. Inap. (no savings accoutnsL X3801^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 10 ********************************************************* X6697 Originally reported value of X3802 (see introduction) Code number of accounts 0. Inap. (no savings accounts: X3801^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 10 ********************************************************* ----------------------------------------------------------------------------- #1 refers to the first savings account #2 refers to the second savings account #3 refers to the third savings account #4 refers to the fourth savings account #5 refers to the fifth savings account #6 refers to the remaining savings accounts ----------------------------------------------------------------------------- X3803(#1) Please look at the Institutions Card. Is this account with X3806(#2) any of the institutions on the Institutions Card, or from X3809(#3) someplace else? (IF INSTITUTIONS CARD: Which institution?) X3812(#4) (IF SOMEPLACE ELSE: What type of institution is that?) X3815(#5) (INTERVIEWER: CHECK THE INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS MENTIONED.) 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.) 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.) 1. *Institution 1 2. *Institution 2 3. *Institution 3 4. *Institution 4 5. *Institution 5 6. *Institution 6 -7. *OTHER (Coded using the MASTER INSTITUTION LIST) See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (no savings accounts: X3801^=1/fewer than 2 accounts: X3802<2/fewer than 3 account: X3802<3/fewer than 4 accounts: X3802<4/fewer than 5 accounts: X3802<5) The following codes show on the screen after at least six distinct institutions have been during the course of the interview: 11. *Commercial bank; trust company 12. *Savings & Loan; savings bank 14. *Finance or loan company 17. *Insurance company 18. *Mortgage company 19. *Contractor or developer 20. *Prior owner ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X9138(#1) Recode: type of institution X9139(#2) X9140(#3) See MASTER INSTITIUTION LIST for other codes (See X308) X9141(#4) 0. Inap. (no savings accounts: X3801^=1/fewer than 2 X9142(#5) accounts: X3802<2/fewer than 3 account: X3802<3/fewer than 4 accounts: X3802<4/fewer than 5 accounts: X3802<5) ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X3804(#1) How much is in this account? X3807(#2) X3810(#3) Code amount X3813(#4) -1. Nothing X3816(#5) 0. Inap. (no savings accounts: X3801^=1/fewer than 2 accounts: X3802<2/fewer than 3 account: X3802<3/fewer than 4 accounts: X3802<4/fewer than 5 accounts: X3802<5) X7622(#1) Is this a joint savings account, or is the account in your X7624(#2) name, in your husband's name, or something else? X7626(#3) X7628(#4) Is this a joint savings account, or is the account in your X7630(#5) name, in your wife's name, or something else? Is this a joint savings account, or is the account in your name, in your partner's name, or something else? Is this savings account in your name or something else? Is this a joint savings account, or is the account in your name? 1. *Joint account 2. *R's account 3. *Spouse's/partner's account 4. Other family member's account 5. Child only 6. Child and respondent or spouse 7. Other relative 8. Other relative with respondent or spouse 9. Unrelated person, NFS 10. Unrelated person with respondent or spouse 50. Trust account 51. Personal business account -7. *Other 0. Inap. (no savings accounts: X3801^=1/fewer than 2 accounts: X3802<2/fewer than 3 account: X3802<3/fewer than 4 accounts: X3802<4/fewer than 5 accounts: X3802<5) NOTE: program error on this question resulted in failure to capture verbatim responses to "other." X3818(#6) How much is in all your remaining savings accounts? (What was the average over the last month?) How much is in all your family's remaining savings accounts? (What was the average over the last month?) Code amount -1. Nothing 0. Inap. (no savings accounts: X3801^=1; fewer than 6 accounts: X3802<6) X8448(#6) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (no savings accounts: X3801^=1; did not break off early in grid) ----------------------------------------------------------------------------- MUTUAL FUNDS ----------------------------------------------------------------------------- X3819 Do you (or anyone in your family living here) have any mutual funds? IF YES: Please do not include any pension or 401k accounts, funds held as a part of a trust or annuity, or assets you have already told me about. 1. *YES 5. *NO X3821 I need to know what types of mutual funds you have. Do you have. . . Stock Funds? 1. *YES 5. *NO 0. Inap. (no mutual funds: X3819^=1) X3822 What is the total market value of all of the Stock Funds that you have? What is the total market value of all of the Stock Funds that you and your family living here have? Code amount 0. Inap. (no mutual funds: X3819^=1; no stock funds: X3821^=1) X3823 Do you have. . . Tax-Free Bond Funds? 1. *YES 5. *NO 0. Inap. (no mutual funds: X3819^=1) X3824 What is the total market value of all of the Tax-Free Bond Funds that you have? What is the total market value of all of the Tax-Free Bond Funds that you and your family living here have? Code amount 0. Inap. (no mutual funds: X3819^=1; no tax-free bond funds: X3823^=1) X3825 Do you have. . . Government or Government backed Bond Funds? 1. *YES 5. *NO 0. Inap. (no mutual funds: X3819^=1) X3826 What is the total market value of all of the Government or Government backed Bond Funds that you have? What is the total market value of all of the Government or Government backed bond funds that you and your family living here have? Code amount 0. Inap. (no mutual funds: X3819^=1; no government or government backed bond funds: X3825^=1) X3827 Do you have. . . Other Bond Funds? 1. *YES 5. *NO 0. Inap. (no mutual funds: X3819^=1) X3828 What is the total market value of all of the Other Bond Funds that you have? What is the total market value of all of the Other Bond Funds that you and your family living here have? Code amount 0. Inap. (no mutual funds: X3819^=1; no other bond funds: X3827^=1) X3829 Do you have. . . Combination funds or any other mutual funds? 1. *YES 5. *NO 0. Inap. (no mutual funds: X3819^=1) X3830 What is the total market value of all of the Combination funds or any other mutual funds that you have? 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? Code amount 0. Inap. (no mutual funds: X3819^=1; no combination or other types of mutual funds: X3829^=1) If the R reported having a mutual fund (X3819=1) , but answered NO to having all types (X3821=5, X3823=5, X3825=5, X3827=5, and X3829=5), the the CAPI program asked what type of fund the R had and requested the total amount in mutual funds; based on the information provided, these funds were reclassified. If the R gave a missing value response to the value of all types of mutual funds that R reported having (J3821<90 and J3822>91, J3823<90 and J3824>91, J3825<90 and J3826>91, J3827<90 and J3828>91, and J3829<90 and J3830>91) then the total amount was asked. As in the cases where R broke off before completing a grid, this total amount was used as a constraint in the imputation of the individual components. X6704 What is the total market value of all of the mutual funds that you have? What is the total market value of all of the mutual funds that you and your family living here have? Code amount 0. Inap. (no mutual funds: X3819^=1; R either provided nonmissing responses for at least one of the relevant amounts for applicable types, or answered YES to at least one type of ownership question) X3820 In how many different mutual funds do you own shares? In how many different mutual funds does your family own shares? (INTERVIEWER: WE WANT THE NUMBER OF FUNDS, NOT THE NUMBER OF FUND MANAGEMENT COMPANIES.) Code number of funds 0. Inap. (no mutual funds: X3819^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 25 ********************************************************* X6799 X6800 X6801 X6802 X6803 X6850 X6851 X6852 Please look at the Institutions Card. (Is this/are these) (Is this/ are these) mutual fund(s) with any of the institutions on the Institutions Card, or from someplace else? (CODE ALL THAT APPLY) 1. *Institution 1 2. *Institution 2 3. *Institution 3 4. *Institution 4 5. *Institution 5 6. *Institution 6 -7. *OTHER (Coded using the MASTER INSTITUTION LIST) SEE MASTER INSTITUTION LIST 0. Inap. (no mutual funds: X3819^=1; if there are any mutual funds, the first field must be non-zero, but higher-order fields may be inap.) The following codes show on the screen after at least six distinct institutions have been during the course of the interview: 11. *Commercial bank; trust company 12. *Savings & Loan; savings bank 14. *Finance or loan company 17. *Insurance company 18. *Mortgage company 19. *Contractor or developer 20. *Prior owner ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X9225 X9226 X9227 X9228 X9229 X9230 X9231 X9232 Recode: type of institution See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (no mutual funds: Xxxxx=5; if there are any mutual funds, the first field must be non-zero, but higher-order fields may be inap.) ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X3831 Overall has there been a gain or loss in the value of all these mutual fund shares since you obtained them? 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? 1. *Gain 3. *Neither gain nor loss 5. *Loss 0. Inap. (no mutual funds: X3819^=1) How much have they gained in value since they were obtained? X3832 Code percent gain * 100 -2. Virtually all 0. Inap. (no mutual funds: X3819^=1; no gain: X3831^=1) X3833 Code amount -2. Virtually all 0. Inap. (no mutual funds: X3819^=1; no gain: X3831^=1) How much have they lost in value since they were obtained? X3834 Code percent * 100 -2. Virtually all 0. Inap. (no mutual funds: X3819^=1; no loss: X3831^=5) X3835 Code amount -2. Virtually all 0. Inap. (no mutual funds: X3819^=1; no loss: X3831^=5) ----------------------------------------------------------------------------- SAVINGS BONDS ----------------------------------------------------------------------------- X3901 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.) 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.) 1. *YES 5. *NO X3902 What is the total face value of all the savings bonds that you have? and your family have? Code amount 0. Inap. (no savings bonds: X3901^=1) ----------------------------------------------------------------------------- BONDS OTHER THAN SAVINGS BONDS ----------------------------------------------------------------------------- X3903 Do you (or anyone in your family living here) have any other corporate, municipal, government, or other type of bonds or bills? IF YES: Please do not include bonds or bills held in pension accounts, trusts, annuities, or any other accounts I have already recorded. 1. *YES 5. *NO X3905 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"? 1. *YES 5. *NO 0. Inap. (no bonds: X3903^=1) X3906 What is the face value of all of the Mortgage-backed bonds that you have? What is the face value of all of the Mortgage-backed bonds that you and your family living here have? Code amount 0. Inap. (no bonds: X3903^=1; no mortgage backed bonds: X3905^=1) X7635 What is the total market value? Code amount 0. Inap. (no bonds: X3903^=1; no mortgage backed bonds: X3905^=1) X3907 Do you have. . . U.S. Government bonds or Treasury bills? 1. *YES 5. *NO 0. Inap. (no bonds: X3903^=1) X3908 What is the face value of all of the U.S. Government bonds or Treasury bills that you have? What is the face value of all of the U.S. Government bonds or Treasury bills that you and your family living here have? Code amount 0. Inap. (no bonds: X3903^=1; no govenment bonds or bills: X3907^=1) X7636 What is the total market value? Code amount 0. Inap. (no bonds: X3903^=1; no govenment bonds or bills: X3907^=1) X3909 Do you have. . . State or municipal bonds, or other taxfree bonds? 1. *YES 5. *NO 0. Inap. (no bonds: X3903^=1) X3910 What is the face value of all of the State or municipal bonds, or other taxfree bonds that you have? 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? Code amount 0. Inap. (no bonds: X3903^=1; no taxfree bonds: X3909^=1) X7637 What is the total market value? Code amount 0. Inap. (no bonds: X3903^=1; no taxfree bonds: X3909^=1) X7631 Do you have. . . Foreign bonds? 1. *YES 5. *NO 0. Inap. (no bonds: X3903^=1) X7633 What is the face value of all of the Foreign bonds that you have? What is the face value of all of the Foreign bonds that you and your family living here have? Code amount 0. Inap. (no bonds: X3903^=1; no foreign bonds: X7631^=1) X7638 What is the total market value? Code amount 0. Inap. (no bonds: X3903^=1; no foreign bonds: X7631^=1) X7632 Do you have. . . Corporate or any other type of bonds? 1. *YES 5. *NO 0. Inap. (no bonds: X3903^=1) X7634 What is the face value of all of the Corporate or any other type of bonds that you have? What is the face value of all of the Corporate or any other type of bonds that you and your family living here have? Code amount 0. Inap. (no bonds: X3903^=1; no corporate bonds: X7632^=1) X7639 What is the total market value? Code amount 0. Inap. (no bonds: X3903^=1; no corporate bonds: X7632^=1) If the R reported having some type of bonds (X3903=1) , but answered NO to having all types (X3905=5, X3907=5, X3909=5, X7631=5, and X7632=5), the the CAPI program asked what type of bond the R had and requested the total face and market value of all bonds; based on the information provided, these bonds were reclassified. If the R gave a missing value response to the face value of all types of bonds that R reported having (J3905<90 and J3906>91, J3907<90 and J3908>91, J3909<90 and J3910>91, J7631<90 and J7633>91, and J7632<90 and J7634>91) then the total face value was asked. As in the cases where R broke off before completing a grid, this total amount was used as a constraint in the imputation of the individual components. X6705 What is the face value of all of the bonds that you have? What is the face value of all of the bonds that you and your family living here have? Code amount 0. Inap. (no bonds: X3903^=1; R either provided nonmissing responses for at least one of the relevant amounts for applicable types, or answered YES to at least one type of ownership question) If the R reported having some type of bonds (X3903=1) , but answered NO to having all types (X3905=5, X3907=5, X3909=5, X7631=5, and X7632=5), the the CAPI program asked what type of bond the R had and requested the total face and market value of all bonds; based on the information provided, these bonds were reclassified. If the R gave a missing value response to the market value of all types of bonds that R reported having (J3905<90 and J7635>91, J3907<90 and J7636>91, J3909<90 and J7637>91, J7631<90 and J7638>91, and J7632<90 and J7639>91) then the total market value was asked. As in the cases where R broke off before completing a grid, this total amount was used as a constraint in the imputation of the individual components. X6706 What is the total market value? Code amount 0. Inap. (no bonds: X3903^=1; R either provided nonmissing responses for at least one of the relevant amounts for applicable types, or answered YES to at least one type of ownership question) X3904 How many different bonds or bills do you own? How many different bonds or bills do you or your family own? Code number 0. Inap. (no bonds: X3903^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 150 ********************************************************* ----------------------------------------------------------------------------- PUBLICLY TRADED STOCK ----------------------------------------------------------------------------- X3913 Do you (or anyone in your family living here) own any stock which is publicly traded? IF YES: Please do not include stock held through pension accounts, annuities, trusts, or assets that I have already recorded. 1. *YES 5. *NO X3914 In how many different companies do you own stock? In how many different companies do you or your family living here own stock? Code number 0. Inap. (no stocks: X3913^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 150 ********************************************************* X3915 What is the total market value of this stock? Code amount 0. Inap. (no stocks: X3913^=1) X3921 Of your publicly-traded stock, is any of it stock in a company where you work or have worked? 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? 1. *YES 5. *NO 0. Inap. (no stocks: X3913^=1) X7191 Did you include this stock in the value of your total holdings that you just told me? 1. *YES 3. NO initially, but fixed in editing YES 0. Inap. (no stocks: X3913^=1; no stock in company where work: X3921^=1) X3922 What is the total market value of your stock in the company? Code amount 0. Inap. (no stocks: X3913^=1; no stock in company where work: X3921^=1) X7640 Of your stock, is any of it stock in a company headquartered outside of the United States? Of your family's stock, is any of it stock in a company headquartered outside of the United States? 1. *YES 4. Yes, but included with company stock 5. *NO 0. Inap. (no stocks: X3913^=1) X7192 Did you include this stock in the value of your total holdings that you told me? 1. *YES 3. NO initially, but fixed in editing YES 0. Inap. (no stocks: X3913^=1; no foreign stock: X7640^=1) X7641 What is the total market value in dollars of this stock? Code amount 0. Inap. (no stocks: X3913^=1; no foreign stock: X7640^=1) X3916 Overall has there been a gain or loss in the value of this stock since you obtained it? 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? 1. *Gain 3. *Neither gain nor loss 5. *Loss 0. Inap. (no stocks: X3913^=1) How much has it gained in value since it was obtained? X3917 Code percent * 100 -2. Virtually all 0. Inap. (no stocks: X3913^=1; no gain: X3916^=1) X3918 Code amount -2. Virtually all 0. Inap. (no stocks: X3913^=1; no gain: X3916^=1) How much has it lost in value since it was obtained? X3919 Code percent * 100 -2. Virtually all 0. Inap. (no stocks: X3913^=1; no loss: X3916^=5) X3920 Code amount -2. Virtually all 0. Inap. (no stocks: X3913^=1; no loss: X3916^=5) ----------------------------------------------------------------------------- BROKERAGE ACCOUNTS ----------------------------------------------------------------------------- X3923 Do you have a brokerage account for the purchase or sale of stocks and other securities? Do you or anyone in your family here have a brokerage account for the purchase or sale of stocks and other securities? 1. *YES 5. *NO X3924 X3925 X3926 X3927 X7642 X6668 X6669 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.) 1. Institution 1 2. Institution 2 3. Institution 3 4. Institution 4 5. Institution 5 6. Institution 6 -7. *OTHER (Coded using the MASTER INSTITUTION LIST) See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (no brokerage account: X3923^=1) The following codes show on the screen after at least six distinct institutions have been during the course of the interview: 11. *Commercial bank; trust company 12. *Savings & Loan; savings bank 14. *Finance or loan company 17. *Insurance company 18. *Mortgage company 19. *Contractor or developer 20. *Prior owner ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X9143 X9144 X9145 X9146 X9212 X9219 X9220 Recode: type of institution See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (no brokerage account: X3923^=1) ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* Over the past year, about how many times did you buy or sell stocks or other securities through a broker? 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? X3928 Code number -1. None 0. Inap. (no brokerage account: X3923^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 300 ********************************************************* X7193 Code frequency 1. *DAY 2. *WEEK 3. Biweekly 4. *MONTH 5. *QUARTER 6. *YEAR 8. In total 11. Twice per year; every six months 12. Bimonthly; every two months 31. Twice a month 18. Hour 22. Varies 25. Over 2 years -1. None -7. *OTHER 0. Inap. (no brokerage account: X3923^=1) X3929 Not including any accounts you've told me about, do you have a "cash" or "call money" account at a stock brokerage? 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? (IF R ASKS: CASH OR CALL MONEY ACCOUNTS HOLD MONEY RECEIVED FROM THE SALE OF STOCK UNTIL THE MONEY IS REINVESTED.) 1. *YES 5. *NO 0. Inap. (no brokerage account: X3923^=1) X3930 What is the total dollar value of all the cash or call money accounts that you have? that you and your family living here have? Code amount -1. Nothing 0. Inap. (no brokerage account: X3923^=1; no call account: X3929^=1) X3931 Do you (or anyone in your family living here) currently have any margin loans at a stock brokerage? IF YES, SAY: Please do not include any loans I have already recorded. 1. *YES 5. *NO 0. Inap. (no brokerage account: X3923^=1) X3932 Altogether, what is the current balance on these margin loans? Code amount 0. Inap. (no brokerage account: X3923^=1; no margin loan: X3931^=1) ----------------------------------------------------------------------------- ANNUITIES, TRUSTS, AND MANAGED INVESTMENT ACCOUNTS ----------------------------------------------------------------------------- X6815 Do you (or anyone in your family living here) receive income from or have assets in an annuity? IF YES: Please do not include job pensions, or any assets that I have already recorded. 1. *YES 5. *NO X6816 Are any of these annuities set up so that you (or your family living here) are legally entitled only to the income and do not have an equity interest? 1. *YES 5. *NO 0. Inap. (no annuities: X6815^=1) X6817 How much income did (you/your family living here) receive from these annuities in 1997? Code amount 0. Inap. (no annuites: X6815^=1; no income-only annuities: X6816^=1) X6818 Do you (or your family living here) also have annuities in which you have an equity interest? 1. *YES 5. *NO 0. Inap. (no annuites: X6815^=1; no income-only annuities: X6816^=1) X6820 What is the total dollar value of these annuities? Code amount 0. Inap. (no annuites: X6815^=1; income-only annuities but not equity interest: X6818=1 and X6818^=1) X6821 X6822 X6823 X6824 X6825 Who manages these annuities--is it any of the institutions on the Institutions Card, or are they managed by someone else? (CODE ALL THAT APPLY) 1. *Institution 1 2. *Institution 2 3. *Institution 3 4. *Institution 4 5. *Institution 5 6. *Institution 6 -7. *OTHER (Coded using the MASTER INSTITUTION LIST) SEE MASTER INSTITIUTION LIST 0. Inap. (no annuities: X6815^=1; if thre are any annuities, the first field must be non-zero, but higher-order fields may be inap.) The following codes show on the screen after at least six distinct institutions have been during the course of the interview: 11. *Commercial bank; trust company 12. *Savings & Loan; savings bank 14. *Finance or loan company 17. *Insurance company 18. *Mortgage company 19. *Contractor or developer 20. *Prior owner ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X9236 X9237 X9238 X9239 X9240 Recode: type of institution See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (no annuities: X6815^=1; if thre are any annuities, the first field must be non-zero, but higher-order fields may be inap.) ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X6826 How is the money in these annuities invested? Is most of it in stocks, most of it in bonds or other interest-earning assets, or what? 1. *STOCKS; MUTUAL FUND 2. *BONDS/INTEREST; CDS/MONEY MARKET 3. REAL ESTATE 5. *SPLIT BETWEEN STOCKS/INTEREST; COMBINATION OF 1 & 2; MUTUAL FUNDS AND CD'S 6. MIXED OR DIVERSIFIED 7. *LIFE INSURANCE/FIXED CONTRACT; ANNUITIES 8. TANGIBLE ASSETS OTHER THAN REAL ESTATE 9. INTANGIBLE ASSETS, N.E.C. -7. *OTHER 0. Inap. (no annuities: X6815^=1) X6827 Do you (or anyone in your family here) have income from or have assets in a trust or managed investment account? IF YES: Please do not include job pensions, or any assets that I have already recorded. 1. *YES 5. *NO Are these trusts or managed investment accounts? (CODE ALL THAT APPLY) X6828 Legal *trusts X6829 *Managed investment accounts X6830 *Other 1. Checked 5. Not checked 10. Charitable remainder trust: does not include donor-advised funds where R has surrendered all benefit from the asset (X6830 only) 0. Inap. (no trusts or MIAs: X6827^=1) X6831 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? 1. *YES 5. *NO 0. Inap. (no trusts or MIAs: X6827^=1) X6832 How much income did you (or your family living here) receive from these (trusts/managed investment accounts/other) in 1997? Code amount 0. Inap. (no trusts or MIAs: X6827^=1; no income-only accounts: X6831^=1) X6833 Do you (or your family living here) also have (trusts/managed investment accounts/other) in which you have an equity interest? 1. *YES 5. *NO 0. Inap. (no trusts or MIAs: X6827^=1; no income-only accounts: X6831^=1) X6835 What is the total dollar value of these assets? Code amount 0. Inap. (no trusts or MIAs: X6827^=1; income-only accounts but no equity interest: X6831=1=1 and X6833=5) X6836 X6837 X6838 X6839 X6840 X6853 Who manages these assets--is it any of the institutions on the Institutions Card, or are they managed by someone else? (CODE ALL THAT APPLY) 1. *Institution 1 2. *Institution 2 3. *Institution 3 4. *Institution 4 5. *Institution 5 6. *Institution 6 -7. *OTHER (Coded using the MASTER INSTITUTION LIST) SEE MASTER INSTITIUTION LIST 0. Inap. (no trusts or MIAs: X6827^=1; if thre are any trusts or MIAs, the first field must be non-zero, but higher-order fields may be inap.) The following codes show on the screen after at least six distinct institutions have been during the course of the interview: 11. *Commercial bank; trust company 12. *Savings & Loan; savings bank 14. *Finance or loan company 17. *Insurance company 18. *Mortgage company 19. *Contractor or developer 20. *Prior owner ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X9247 X9248 X9249 X9250 X9251 X9252 Recode: type of institution See MASTER INSTITIUTION LIST for other codes (See X308) 0. Inap. (no trusts or MIAs: X6827^=1; if thre are any trusts or MIAs, the first field must be non-zero, but higher-order fields may be inap.) ********************************************************* SEE MASTER INSTITUTION LIST FOR INFORMATION ON CODE COLLAPSING FOR INSTITUTION VARIABLES FOR PUBLIC DATASET ********************************************************* X6841 How is the money in these invested? Is most of it in stocks, most of it in bonds or other interest-earning assets, or what? 1. *STOCKS; MUTUAL FUND 2. *BONDS/INTEREST/CDS/MONEY MARKET 3. REAL ESTATE 5. *COMBINATION OF 1 & 2; MUTUAL FUNDS AND CD'S 6. MIXED OR DIVERSIFIED 7. *LIFE INSURANCE/FIXED CONTRACT; ANNUITIES 8. TANGIBLE ASSETS OTHER THAN REAL ESTATE 9. INTANGIBLE ASSETS, N.E.C. -7. *OTHER 0. Inap. (no trusts or MIAs: X6827^=1) ----------------------------------------------------------------------------- LIFE INSURANCE ----------------------------------------------------------------------------- X4001 Do you have any life insurance? Please include individual and group policies, but not accident insurance. Do you or anyone in your family living here have any life insurance? Please include individual and group policies, but not accident insurance. 1. *YES 5. *NO X4002 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." Are any of your policies individual term insurance? Are any of your family's policies individual term insurance? 1. *YES 5. *NO 0. Inap. (no life insurance: X4001^=1) X4003 What is the current face value of all the term life policies that you have? What is the current face value of all the term life policies 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) Code amount 0. Inap. (no life insurance: X4001^=1; no term insurance: X4002^=1) X4004 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".) 1. *YES 5. *NO 0. Inap. (no life insurance: X4001^=1) X4005 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.) 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.) Code amount 0. Inap. (no life insurance: X4001^=1; no cash value insurance: X4004^=1) X4006 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.) Code amount -1. Nothing 0. Inap. (no life insurance: X4001^=1; no cash value insurance: X4004^=1) X4007 Are you borrowing against these policies? Are you or your family borrowing against these policies? 1. *YES 5. *NO 0. Inap. (no life insurance: X4001^=1; no cash value insurance: X4004^=1; cash value=0: X4006=-1) X4008 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? 1. *Net 2. *Gross 3. Originally reported *net, but edited gross 0. Inap. (no life insurance: X4001^=1; no cash value insurance: X4004^=1; not borrowing on policy: X4007^=1; cash value=0: X4006=-1) X4009 Did I record these loans earlier in the interview? 3. *YES, identified as loan reported earlier 4. *YES, but no apparent match in the data 5. *NO 0. Inap. (no life insurance: X4001^=1; no cash value insurance: X4004^=1; not borrowing on policy: X4007^=1; cash value=0: X4006=-1) X7645 Where did you tell me about these loans? 1. *Credit card or store debt 2. *Mortgage debt 3. *Home equity loan 4. *Other home purchase loan 5. *Home improvement loan 6. *Loan for other real estate 7. *Line of credit 8. *Business loan 9. *Vehicle loan 10. *Education Loan 11. *Other installment loan 12. *Margin loan 13. *Insurance loan 14. *Pension loan -7. *Other 0. Inap. (no life insurance: X4001^=1; no cash value insurance: X4004^=1; not borrowing on policy: X4007^=1; cash value=0: X4006=-1; loan not reported earlier: X4009^=1) NOTE: The loan types above marked with an asterisk only appeared on an interviewer's screen when the respondent had previously reported having those types of loans. X8175 Recode: Link code for loan mentioned earlier 1. X415 2. X416 3. X717 4. X418 5. X7500 6. X6648 7. X6649 8. X6720 9. X817 10. X917 11. X1017 12. X1046 13. X1112 14. X1123 15. X1134 16. X1217 17. X1728 18. X1828 19. X1928 20. X2220 21. X2320 22. X2420 23. X7171 24. X2521 25. X2621 26. X7823 27. X7846 28. X7869 29. X7923 30. X7946 31. X7969 32. X2725 33. X2742 34. X2825 35. X2842 36. X2925 37. X2942 0. Inap. (no life insurance: X4001^=1; no cash value insurance: X4004^=1; not borrowing on policy: X4007^=1; cash value=0: X4006=-1; loan not reported earlier: X4009^=1) X4010 How much is currently borrowed? Code amount 0. Inap. (no life insurance: X4001^=1; no cash value insurance: X4004^=1; not borrowing on policy: X4007^=1; cash value=0: X4006=-1) X4011 Typically how much are the payments on these loans? Code amount -1. Nothing -2. No typical payment 0. Inap. (no life insurance: X4001^=1; no cash value insurance: X4004^=1; not borrowing on policy: X4007^=1; cash value=0: X4006=-1) X4012 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED And how often is that amount paid? Code frequency 2. *Week 3. Every two weeks 4. *Month 5. *Quarter 6. *Year 8. Lump sum; one payment only 11. *Twice per year 12. Every two months 31. *Twice a month -1. Nothing -2. No regular payment -7. *Other 0. Inap. (no life insurance: X4001^=1; no cash value insurance: X4004^=1; not borrowing on policy: X4007^=1; cash value=0: X4006=-1) X4013 What is the current annual rate of interest being charged on these loans? Code percent * 100 -1. Nothing 0. Inap. (no life insurance: X4001^=1; no cash value insurance: X4004^=1; not borrowing on policy: X4007^=1; cash value=0: X4006=-1) X4014 How much are the premiums for these policies that build up a cash value? Code amount -1. Nothing -2. No typical payment 0. Inap. (no life insurance: X4001^=1; no cash value insurance: X4004^=1) X4015 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED. And how often is that amount paid? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. Lump sum; one payment only; in total 11. Twice per year 12. *Bimonthly; every two months 31. Twice a month 21. Policy paid up -1. Nothing -2. No typical payment -7. *Other 0. Inap. (no life insurance: X4001^=1; no cash value insurance: X4004^=1) If R reported having life insurance (X4001=1), but reports no term insurance (X4002=5) and no whole life insurance (X4004=5), then the CAPI program asked R the total face value of all types of life insurance. R might also have reported having term insurance, DK whether other insurance is whole life but still know the face value or the remaining insurance. If an amount was provided, it was used as a constraint on the imputation of the sum of the face value of term and cash value life insurance. X4016 Other than this term insurance, what is the current face value of all the life insurance you own? What is the current face value of all the life insurance you own? Other than this term insurance, what is the current face value of all the life insurance you and your family living here own? What is the current face value of all the life insurance you and your family living here own? Code amount 0. Inap. (no life insurance: X4001^=1; whole life insurance: X4004=1; term insurance and not DK existence of whole life insurance: X4002=1 and J4004^=2050) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* ----------------------------------------------------------------------------- MISCELLANEOUS ASSETS AND DEBTS ----------------------------------------------------------------------------- X4017 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.) 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.) 1. *YES 5. *NO X4018 Altogether, how much are you owed? Code amount 0. (R not owed money: X4017^=1) X4019 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.) 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.) 1. *YES 5. *NO ----------------------------------------------------------------------------- #1 refers to the first misc. asset #2 refers to the second misc. asset #3 refers to the third misc. asset ----------------------------------------------------------------------------- X4020(#1) About the most valuable of these .. X4024(#2) What kind of asset is it? X4028(#3) 1. Gold 2. Silver (incl. silverware) 3. Other metals or metals NA type 10. Jewelry; gem stones (incl. antique) 11. Cars (antique or classic) 12. Antiques; furniture 13. Art objects; paintings, sculpture, textile art, ceramic art, photographs 14. (Rare) books 15. Coin collections 16. Stamp collections 17. Guns 18. Misc. real estate (exc. cemetery) 19. Cemetery plots 20. China; figurines; crystal/glassware 21. Musical instruments 22. Livestock; horses; crops 23. Oriental rugs 24. Furs 25. Other collections, incl. baseball cards, records, wine 61. Loans to friends/relatives 62. Other loans/debts owed to R 63. Cash, n.e.c. 64. Future proceeds from a lawsuit 65. Future proceeds from an estate 66. Deferred compensation, except pensions 71. Oil/gas/mineral leases or investments 72. Futures contracts, stock options 73. Royalties 74. Non-publicly traded stock 75. Computer 76. Equipment/tools, NEC 77. Future lottery/prize receipts 78. Association or exchange membership 79. Other obligations to R; tax credits -7. Other 0. Inap. (no misc. assets: X4019^=1; no further misc. assets) ********************************************************* FOR THE PUBLIC DATASET, CODES 14, 15, 16, 17, 20, 23, AND 25 ARE COMBINED WITH CODE 12; CODE 61 IS COMBINED WITH CODE 62; CODE 65 IS COMBINED WITH CODE 64; CODE 72 HAS BEEN COMBINED WITH CODE 71; CODE 78 IS COMBINED WITH CODE 74; CODES 77 AND 79 HAVE BEEN COMBINED WITH CODE -7 ********************************************************* X4022(#1) What is the total dollar value that you have in X4026(#2) this asset? X4030(#3) What is the total dollar value that you and your family living here have in this asset? Code amount 0. Inap. (no misc. assets: X4019^=1/no second asset: X4023^=1/no third asset: X4027^=1) X4023(#2) Do you have any other such substantial assets? X4027(#3) 1. *YES 5. *NO 0. Inap. (no misc. assets: X4019^=1/no third asset: X4027^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X4031 Do you owe any other money not recorded earlier? (WE DO NOT WANT TO INCLUDE LOANS BETWEEN FINANCIALLY DEPENDENT FAMILY MEMBERS.) 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.) 1. *YES 5. *NO X4032 How much is owed? Code amount 0. Inap. (no misc. debts: X4031^=1) ----------------------------------------------------------------------------- ACCOUNTS IN FOREIGN CURRENCY ----------------------------------------------------------------------------- X7647 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? 1. *YES 5. *NO 0. Inap. (no accounts: X3501^=1 & X3701 ^=1 & X3719^=1 & X3801^=1) ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- CURRENT MAIN JOB OF HEAD AND SPOUSE/PARTNER ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- #1 refers to current job information for head #2 refers to current job information for spouse/partner ----------------------------------------------------------------------------- X7196(#1) INTERVIEWER: IF SPOUSE/PARTNER IS PRESENT, TRY TO OBTAIN X7263(#2) EMPLOYMENT INFORMATION FROM (HIM/HER) DIRECTLY. INTERVIEWER: WHO IS PROVIDING EMPLOYMENT INFORMATION ABOUT THE RESPONDENT? 1. *HEAD 2. *SPOUSE/PARTNER 3. Case was a breakoff/data missing because of iwer/CAPI error 0. Inap. (/no spouse) (#1) X6670 X6671 X6672 X6673 X6674 X6675 X6676 X6677 (#2) X6678 X6679 X6680 X6681 X6682 X6683 X6684 X6685 (SHOW CARD 17) We are interested in your (spouse's/partner's) present job status. (Are you/Is [he/she]) working now, temporarily laid off, unemployed and looking for work, on sick leave, disabled and unable to work, retired, a student, a homemaker, or what? CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN 1. *WORKING NOW/ON VACATION/ON STRIKE 2. *TEMPORARILY LAID OFF; seasonal work and not working now; waiting to start work 3. *UNEMPLOYED AND LOOKING FOR WORK 4. *STUDENT 5. *HOMEMAKER 6. *DISABLED 7. *RETIRED; includes misc. out of the labor force 8. *ON SICK LEAVE OR MATERNITY LEAVE; and expecting to go back to job 10. Unpaid volunteer -7. *Other 0. Inap. (no further instances; for R at least the first field must be filled out/no spouse or no further instances beyond the first field) NOTE: CARD 14 contains the following text in a vertical column: "Working now or on strike," "Temporarily laid off; on sick leave or other type of leave," "Unemployed and looking for work," "Student," "Homemaker," "Disabled," "Retired," "Other." X4101(#1) (Do you/Does [he/she]) expect to go back to this job? X4701(#2) 1. *YES 5. *NO 0. Inap. (not laid off or on sick leave: X6670-X6677^=2 or 8/X6678-X6685^=2 or 8;/no spouse) X4102(#1) When did (you/he/she) last work on this job? X4702(#2) Code month 1. *January 2. *February 3. *March 4. *April 5. *May 6. *June 7. *July 8. *August 9. *September 10. *October 11. *November 12. *December 0. Inap. (not laid off or on sick leave: X6670-X6677^=2 or 8/X6678-X6685^=2 or 8;/no spouse) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X4103(#1) Code year (4 digits) X4703(#2) 0. Inap. (not laid off or on sick leave: X6670-X6677^=2 or 8/X6678-X6685^=2 or 8;/no spouse) When did (you/your spouse/partner) become disabled? When did (you/your spouse/partner) retire? X4104(#1) Code year (4 digits) X4704(#2) 0. Inap. (not retired or disabled: X6670-X6677^=6 or 7/ X6678-X6685^=6 or 7;/no spouse) X7197(#1) Code age X7264(#2) 0. Inap. (not retired or disabled: X6670-X6677^=6 or 7/ X6678-X6685^=6 or 7;/no spouse) X7198(#1) Code number of years past X7265(#2) -1. 1998 0. Inap. (not retired or disabled: X6670-X6677^=6 or 7/ X6678-X6685^=6 or 7;/no spouse) X6780(#1) At any time during the past twelve months, were you X6784(#2) unemployed and looking for work? At any time during the past twelve months, was your (spouse/partner) unemployed and looking for work? 1. *YES 5. *NO 0. Inap. (/no spouse) X6781 Over (the past 12 months/this period), how many weeks in X6785 total were you unemployed and looking for work? Over (the past 12 months/this period), how many weeks in total was your (spouse/partner) unemployed and looking for work? Code number of weeks 0. Inap. (not unemployed and looking for work in past 12 months: X6784^=1;/no spouse/partner) X4105(#1) (Are you/Is [he/she]) doing any work for pay at the present X4705(#2) time? 1. *YES 5. *NO 0. Inap. (any work status working or laid off but not expecting to go back: X6670-X6677=1 or X6670-X6677=2 and X4101=5/X6678-X6685=1 or X6678-X6685=2 and X4701=5;/no spouse) X4100(#1) Recode: current work status X4700(#2) 11. Worker only 12. Worker + disabled 13. Worker + retired 14. Worker + student 15. Worker + homemaker 16. Worker + unemployed/looking for work 17. Worker + temporarily laid off 20. Temporarily laid off, expecting to return to work 21. Temporarily laid off, not expecting to return to job and no current work 22. On sick/maternity leave and expecting to return to work (also including disabled) 23. On sick/maternity leave, but not expecting to return to work 30. Unemployed and looking for work (also including homemaker, student, disabled) 50. Retired, retired + disabled, retired + unemployed, retired + homemaker, retired + student 52. Disabled (also including student, homemaker, and laid off but not expecting to return to work) 70. Student (also including homemaker) 80. Homemaker/other not in labor force only 85. Unpaid volunteer 90. Unpaid family workers: R's who volunteer that they work in a family business or farm and are unpaid. (Do not include here "volunteer work" for charitable or non-profit organizations.) 96. Other combination incl. WORKER beside 11, 12, 13, 14, 15 ,16, 17 97. Other (incl. combination) not including WORKER 199. Absent spouse not included in IW 0. Inap. (/no spouse) X4106(#1) Next are some questions about your (spouse's/partner's) X4706(#2) current, main job. (Do you/Does [he/she]) work for someone else, (are you/is [he/she]) self-employed, or what? IF R SAYS "I RUN MY OWN BUSINESS", CODE AS SELF-EMPLOYED 1. *Someone else 2. *Self-employed; other non-corporate business owned by PEU 3. *PARTNERSHIP; law firm; medical/dental partnership -7. *Other 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse) ********************************************************* FOR THE PUBLIC DATASET, CODE 3 IS COMBINED WITH CODE 2 ********************************************************* X7402(#1) What kind of business or industry (do you/does your X7412(#2) [spouse/partner]) work in -- that is, what do they make or do at the place where (you/he/she) work(s)? Code Census 1998 3-digit industry code Code Industry 000-009 Not used 010-030 AGRICULTURE 010 Agricultural production, crops 011 Agricultural production, livestock 012 Veterinary services 013-019 Not used 020 Landscape and horticultural services 021-029 Not used 030 Agricultural services, n.e.c. 031-032 FORESTRY AND FISIHERIES 031 Forestry 032 Fishing, hunting, and trapping 033-039 Not used 040-050 MINING 040 Metal mining 041 Coal mining 042 Oil and gas extraction 043-049 Not used 050 Nonmetallic mining and quarrying, except fuel 051-059 Not used 060 CONSTRUCTION 061-099 Not used 100-392 MANUFACTURING 100-222 NONDURABLE GOODS 100-122 Food and kindred products 100 Meat products 101 Dairy products 102 Canned, frozen and preserved fruits and vegetables 103-109 Not used 110 Grain mill products 111 Bakery products 112 Sugar and confectionery products 113-119 Not used 120 Beverage industries 121 Miscellaneous food preparations and kindred products 122 Not specified food industries 123-129 Not used 130 Tobacco manufactures 131 Not used 132-150 Textile mill products 132 Knitting mills 133-139 Not used 140 Dyeing and finishing textiles, except wool and knit goods 141 Carpets and rugs 142 Yarn, thread, and fabric mills 143-149 Not used 150 Miscellaneous textile mill products 151-152 Apparel and other finished textile products 151 Apparel and accessories, except knit 152 Miscellaneous fabricated textile products 153-159 Not used 160-162 Paper and allied products 160 Pulp, paper, and paperboard mills 161 Miscellaneous paper and pulp products 162 Paperboard containers and boxes 163-170 Not used 171-172 Printing, publishing, and allied industries 171 Newspaper publishing and printing 172 Printing, publishing and allied industries, except newspapers 173-179 Not used 180-192 Chemicals and allied products 180 Plastics, synthetics, and resins 181 Drugs 182 Soaps and cosmetics 183-189 Not used 190 Paints, varnishes, and related products 191 Agricultural chemicals 192 Industrial and miscellaneous chemicals 193-199 Not used 200-201 Petroleum and coal products 200 Petroleum refining 201 Miscellaneous petroleum and coal products 202-209 Not used 210-212 Rubber and miscellaneous plastics products 210 Tires and inner tubes 211 Other rubber products, and plastics footwear and belting 212 Miscellaneous plastics products 213-219 Not used 220 Leather and leather products 220 Leather tanning and finishing 221 Footwear, except rubber and plastic Leather products, except footwear 223-229 Not used 230-392 DURABLE GOODS 230-241 Lumber and wood products, except furniture 230 Logging(241) 231 Sawmills,planning mills, and millwork 232 Wood buildings and mobile homes 233-240 Not used 241 Miscellaneous wood products 242 Furniture and fissures 243-249 Not used 250-262 tone, clay, glass, and concrete products 250 Glass and glass products 251 Cement, concrete, gypsum, and plaster products 252 Structural clay products 253-260 Not used 261 Pottery and related products 262 Miscellaneous nonmetallic mineral and stone products 263-269 Not used 270-301 Metal industries 270 Blast furnaces, steelworks, rolling and finishing mills 271 Iron and steel foundries 272 Primary aluminum industries 273-279 Not used 280 Other primary metal industries 3369,339) 281 Cutlery, handtools, and general hardware 282 Fabricated structural metal products 283-289 Not used 290 Screw machine products 291 Metal forgings and stamping 292 Ordnance 293-299 Not used 300 Miscellaneous fabricated metal products 301 Not specified metal industries 302-309 Not used 310-332 Machinery and computing equipment 310 Engines and turbines 311 Farm machinery and equipment 312 Construction and material handling machines 313-319 Not used 320 Metalworking machinery 321 Office and accounting machines 322 Computers and related equipment 323-330 Not used 331 Machinery, except electrical, n.e.c. 332 Not specified machinery 333-339 Not used 340-350 Electrical machinery, equipment, and supplies 340 Household appliances 341 Radio, TV, and communication equipment 342 Electrical machinery, equipment, and supplies, n.e.c. 343-349 Not used 350 Not specified electrical machinery, equipment, and supplies 351-370 Transportation equipment 351 Motor vehicles and motor vehicle equipment 352 Aircraft and parts 353-359 Not used 360 Ship and boat building and repairing 361 Railroad locomotives and equipment 362 Guided missiles, space vehicles, and parts 363-369 Not used 370 Cycles and miscellaneous transportation equipment 371-381 Professional and photographic equipment, and watches 371 Scientific and controlling instruments 372 Medical, dental, and optical instruments and supplies 373-379 Not used 380 Photographic equipment and supplies 381 Watches, clocks, and clockwork operated devices 382-389 Not used 390 Toys, amusement, and sporting goods 391 Miscellaneous manufacturing industries 392 Not specified manufacturing industries 393-399 Not used 400-472 TRANSPORTATION, COMMUNICATIONS, AND OTHER PUBLIC UTILITIES 400-432 TRANSPORTATION 400 Railroads 401 Bus service and urban transit 402 Taxicab service 403-409 Not used 410 Trucking service 411 Warehousing and storage 412 U.S. Postal Service 413-419 Not used 420 Water transportation 421 Air transportation 422 Pipe lines, except natural gas 423-431 Not used 432 Services incidental to transportation 433-439 Not used 440-442 COMMUNICATIONS 440 Radio and television broadcasting and cable 441 Telephone communications 442 Telegraph and miscellaneous communications services 443-449 Not used 450-472 UTILITIES AND SANITARY SERVICES 450 Electric light and power 451 Gas and steam supply systems 452 Electric and gas, and other combinations 453-469 Not used 470 Water supply and irrigation 471 Sanitary services 472 Not specified utilities 473-499 Not used 500-571 WHOLESALE TRADE 500-532 Durable Goods 500 Motor vehicles and equipment 501 Furniture and home furnishings 502 Lumber and construction materials 503-509 Not used 510 Professional and commercial equipment and supplies 511 Metals and minerals, except petroleum 512 Electrical goods 513-520 Not used 521 Hardware, plumbing and heating supplies 522-529 Not used 530 Machinery, equipment, and supplies 531 Scrap and waste materials 532 Miscellaneous wholesale, durable goods 533-539 Not used 540-571 Nondurable Goods 540 Paper and paper products 541 Drugs, chemicals and allied products 542 Apparel, fabrics, and notions 543-549 Not used 550 Groceries and related products 551 Farm-product raw materials 552 Petroleum products 553-559 Not used 560 Alcoholic beverages 561 Farm supplies 562 Miscellaneous wholesale, nondurable goods 563-570 Not used 571 Not specified wholesale trade 572-579 Not used 580-691 RETAIL TRADE 580 Lumber and building material retailing 581 Hardware stores 582 Retail nurseries and garden stores 583-589 Not used 590 Mobile home dealers 591 Department stores 592 Variety stores 593-599 Not used 600 Miscellaneous general merchandise stores 601 Grocery stores 602 Dairy products stores 603-609 Not used 610 Retail bakeries 611 Food stores, n.e.c. 612 Motor vehicle dealers 613-619 Not used 620 Auto and home supp@y stores 621 Gasoline service stations 622 Miscellaneous vehicle dealers 623 Apparel and accessory stores, except shoe 624-629 Not used 630 Shoe stores 631 Furniture and home furnishings stores 632 Household appliance stores 633 Radio ,TV, and computer stores 634-639 Not used 640 Music stores 641 Eating and drinking places 642 Drug stores 643-649 Not used 650 Liquor stores 651 Sporting goods, bicycles, and hobby stores 652 Book and stationery stores 653-659 Not used 660 Jewelry stores 661 Gift, novelty, and souvenir shops 662 Sewing, needlework and piece goods stores 663 Catalog and mail order houses 664-669 Not used 670 Vending machine operators 671 Direct selling establishments 672 Fuel dealers 673-680 Not used 681 Retail florists 682 Miscellaneous retail stores 683-690 Not used 691 Not specified retail trade 692-699 Not used 700-712 FINANCE, INSURANCE, AND REAL ESTATE 700 Banking 701 Savings institutions, including credit unions 702 Credit agencies, n.e.c. 703-709 Not used 710 Security, commodity brokerage, and investment companies 711 Insurance 712 Real estate, including real estate-insurance offices 713-720 Not used 721-760 BUSINESS AND REPAIR SERVICES 721 Advertising 722 Services to dwellings and other buildings 723-730 Not used 731 Personnel supply services 732 Computer and data processing services 733-739 Not used 740 Detective and protective services 741 Business services, n.e.c. 742 Automotive rental and leasing, without drivers 743-749 Not used 750 Automotive parking and carwashes. 751 Automotive repair and related services 752 Electrical repair shops 753-759 Not used 760 Miscellaneous repair services 761-791 PERSONAL SERVICES 761 PRIVATE HOUSEHOLDS 762-791 PERSONAL SERVICES, EXCEPT PRIVATE HOUSEHOLD 762 Hotels and motels 763-769 Not used 770 Lodging places, except hotels and motels 771 Laundry, cleaning and garment services 772 Beauty shops 773-779 Not used 780 Barber shops 781 Funeral service and crematories 782 Shoe repair shops 783-789 Not used 790 Dressmaking shops 791 Miscellaneous personal services 792-799 Not used 800-810 ENTERTAINNIENT AND RECREATION SERVICES 800 Theaters and motion pictures 801 Video tape rental 802 Bowling centers 803-809 Not used 810 Miscellaneous entertainment and recreation services 811 Not used 812-893 PROFESSIONAL AND RELATED SERVICES 812-840 MEDICAL SERVICES, EXCEPT HOSPITALS 812 Offices and clinics of physicians 813-819 Not used 820 Offices and clinics of dentists 821 Offices and clinics of chiropractors 822 Offices and clinics of optometrists 823-829 Not used 830 Offices and clinics of health practitioners, n.e.c. 831 HOSPITALS 832 Nursing and personal care facilities 833-839 Not used 840 Health services, n.e.c. 841 OTHER PROFESSIONAL SERVICES 841 Legal services 842-860 EDUCATIONAL SERVICES 842 Elementary and secondary schools 843-849 Not used 850 Colleges and universities 851 Vocational schools 852 Libraries 853-859 Not used 860 Educational services, n.e.c. 861-971 SOCIAL SERVICES 861 Job training and vocational rehabilitation services 862 Child day care services 863 Family child care homes 864-869 Not used 970 Residential care facilities, without nursin 871 Social services, n.e.c. 872-893 OTHER PROFESSIONAL SERVICES 872 Museums, art galleries, and zoos 873 Labor unions 874-879 Not used 880 Religious organizations 881 Membership organizations, n.e.c. 882 Engineering, architectural and surveying services 883-889 Not used 890 Accounting auditing, and bookkeeping services 891 Research, development, and testing services 892 Management and public relations services 893 Miscellaneous professional and related services 894-899 Not used 900-932 PUBLIC ADMINISTRATION 900 Executive and legislative offices 901 General government, n.e.c. 902-909 Not used 910 Justice, public order, and safety 911-920 Not used 921 Public finance, taxation, and monetary policy 922 Administration of human resources programs 923-929 Not used 930 Administration of environmental quality and housing programs 931 Administration of economic programs 932 National security and international affairs 933-939 Not used 940-960 MILITARY 940 Army 941 Air Force 942 Navy 943-949 Not used 950 Marine Corps 951 Coast Guard 952 Military, n.f.s. 953-959 Not used 960 Military Reserves, n.f.s. 961-990 Not used 991 Armed Forces 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse) ************************************************************ In the public version of the dataset, these codes have been collapsed in the following way: IF (10 <= 3-digit ind. code <=32) THEN ind. code=1; ELSE IF (40 <= 3-digit ind. code <=50) THEN ind. code=2; ELSE IF (60 <= 3-digit ind. code <=60) THEN ind. code=2; ELSE IF (100 <= 3-digit ind. code <=392) THEN ind. code=3; ELSE IF (500 <= 3-digit ind. code <=571) THEN ind. code=4; ELSE IF (580 <= 3-digit ind. code <=691) THEN ind. code=4; ELSE IF (700 <= 3-digit ind. code <=712) THEN ind. code=5; ELSE IF (721 <= 3-digit ind. code <=760) THEN ind. code=5; ELSE IF (400 <= 3-digit ind. code <=472) THEN ind. code=6; ELSE IF (761 <= 3-digit ind. code <=791) THEN ind. code=6; ELSE IF (800 <= 3-digit ind. code <=802) THEN ind. code=6; ELSE IF (810 <= 3-digit ind. code <=893) THEN ind. code=6; ELSE IF (900 <= 3-digit ind. code <=960) THEN ind. code=7; ************************************************************ X7401(#1) What is the official title of your (spouse's/partner's) job? X7411(#2) (The title that (your/her/his) employer uses?) What sort of work (do you/does [he/she]) do on (your/her/his) job? (Tell me little more about what (you do/[he/she] does).) Code Census 1998 3-digit occupation codes Code Occupation 000-199 MANAGERIAL AND PROFESSIONAL SPECIALTY OCCUPATIONS 000-037 EXECUTIVE, ADMINISTRATIVE, AND MANAGERIAL OCCUPATIONS 000-003 Not used 004 Chief executives and general administrators, public administration 005 Administrators and officials, public administration 006 Administrators, protective services 007 Financial managers 008 Personnel and labor relations managers 009 Purchasing managers 010-012 Not used 013 Managers, marketing, advertising and public relations 014 Administrators, education and related fields 015 Managers, medicine and health 016 Not used 017 Managers, food serving and lodging establishments 018 Managers, properties and real estate 019 Funeral directors 020 Not used 021 Managers, service organizations, n.e.c. 022 Managers and administrators, n.e.c. 023-037 Management Related Occupations 023 Accountants and auditors 024 Underwriters 025 Other financial officers 026 Management analysts 027 Personnel, training, and labor relations specialists 028 Purchasing agents and buyers, farm products 029 Buyers, wholesale and retail trade except farm products 030-032 Not used 033 Purchasing agents and buyers, n.e.c. 034 Business and promotion agents 035 Construction inspectors 036 Inspectors and compliance officers, except construction 037 Management related occupations, n.e.c. 038-042 Not used 043-199 PROFESSIONAL SPECIALTY OCCUPATIONS 043-063 Engineers, Architects, and Surveyors 043 Architects 044-059 Engineers 044 Aerospace 045 Metallurgical and materials 046 Mining 047 Petroleum 048 Chemical 049 Nuclear 050-052 Not used 053 Civil 054 Agricultural 055 Electrical and electronic engineers 056 Industrial 057 Mechanical 058 Marine and naval architects 059 Engineers, n.e.c. 060-062 Not used 063 Surveyors and mappin scientists 064-068 Mathematical and Computer Scientists 064 Computer systems analysts and scientists 065 Operations and systems researchers and analysts 066 Actuaries 067 Statisticiais 068 Mathematical scientists, n.e.c. 069-083 Natural Scientists 069 Physicists and astronomers 070-072 Not used 073 Chemists, except bibchemists 074 Atmospheric and space scientists 075 Geologists and geodesists 076 Physical scientists, n.e.c. 077 Agricultural and food scientists 078 Biological and life scientists 079 Forestry and conservation scientists 080-082 Not used 083 Medical scientists 084-089 Health Diagnosing Occupations 084 Physicians Q85 Dentists 086 Veterinarians 087 Optometrists 088 Podiatrists 089 Health diagnosing practitioners, n.e.c. 090-094 Not used 095-106 Health Assessment and Treating Occupations 095 Registered nurses 096 Pharmacists 097 Dietitians 098-105 Therapists 098 Respiratory therapists 099 Occupational therapists 100-102 Not used 103 Physical therapists 104 Speech therapists 105 Therapists, n.e.c. 106 Physicians' assistants 107-112 Not used 113-154 Teachers, Postsecondary 113 Earth, environmental, and marine science teachers 114 Biological science teachers 115 Chemistry teachers 116 Physics teachers 117 Natural science teachers, n.e.c. 118 Psychology teachers 119 Economics teachers 120-122 Not used 123 History teachers 124 Political science teachers 125 Sociology teachers 126 Social science teachers, n.e.c. 127 Engineering teachers 128 Mathematical science teachers 129 Computer science teachers 130-132 Not used 133 Medical science teachers 134 Health specialties teachers 135 Business, commerce, and marketing teachers 136 Agriculture and forestry teachers 137 Art, drama, and music teachers 138 Physical education teachers 139 Education teachers 140-142 Not used 143 English teachers 144 Foreign language teachers 145 Law teachers 146 Social work teachers 147 Theology teachers 148 Trade and industrial teachers 149 Home economics teachers 150-152 Not used 153 Teachers, postsecondary, n.ec. 154 Postsecondary teachers, subject not specified 155-159 Teachers, Except Postsecondary 155 Teachers, prekindergarten and kindergarten 156 Teachers, elementary school 157 Teachers, secondary school 158 Teachers, special education 159 Teachers, n.e.c. 160-162 Not used 163 Counselors, Educational and Vocational 164-165 Librarians, Archivists, and Curators 164 Librarians 165 Archivists and curators 166-173 Social Scientists and Urban Planners 166 Economists 167 Psychologists 168 Sociologists 169 Social scientists, n.e.c. 170-172 Not used 173 Urban planners 174-177 Social, Recreation, and Religious Workers 174 Social workers 175 Recreation workers 176 Clergy 177 Religious workers, n.e.c. 178 Lawyers and Judges 179-182 Not used 183-199 Writers, Artists, Entertainers, and Athletes 183 Authors 184 Technical writers 185 Designers 186 Musicians and composers 187 Actors and directors 188 Painters, sculptors, craft-artists, and artist printmakers 189 Photographers 190-192 Not used 193 Dancers 194 Artists, performers, and related workers, n.e.c. 195 Editors and reporters 196 Not used 197 Public relations specialists 198 Announcers 199 Athletes 200-202 Not used 203-389 TECHNICAL, SALES, AND ADMINISTRATIVE SUPPORT OCCUPATIONS 203-235 TECHNICIANS AND RELATED SUPPORT OCCUPATIONS 203-208 Health Technologists and Technicians 203 Clinical laboratory technologists and technicians 204 Dental hygienists 205 Health record technologists and technicians 206 Radiologic technicians 207 Licensed practical nurses 208 Health technologists and technicians, n.e.c. 209-212 Not used 213-235 Technologists and Technicians, Except Health 213-218 Engineering and Related Technologists and Technicians 213 Electrical and electronic technicians 214 Industrial engineering technicians 215 Mechanical engineering technicians 216 Engineering technicians, n.e.c. 217 Drafting occupations 218 Surveying and mapping technicians 219-222 Not used 223-225 Science Technicians 223 Biological technicians 224 Chemical technicians 225 Science technicians, n.e.c. 226-235 echnicians, Except Health, Engineering, and Science 226 Airplane pilots and navigators 227 Air traffic controllers 228 Broadcast equipment operators 229 Computer programmers 230-232 Not used 233 Tool programmers, numerical control 234 Legal assistants 235 Technicians, n.e.c. 236-242 Not used 243-285 SALES OCCUPATIONS 243 Supervisors and Proprietors, Sales Occupations 244-252 Not used 253-257 Sales Representatives, Finance and Business Services 253 Insurance sales occupations 254 Real estate sales occupations 255 Securities and financial services sales occupations 256 Advertising and related sales occupations 257 Sales occupations, other business services 258-259 Sales Representatives, Commodities, Except Retail 258 Sales engineers 259 Sales representatives, mining. manuftcturing, and wholesale 260-262 Not used 263-278 Sales Workers, Retail and Personal Services 263 Sales workers, motor vehicles and boats 264 Sales workers, apparel 265 Sales workers, shoes 266 Sales workers, furniture and home furnishings 267 Sales workers, radio, TV, hi-fi and appliances 268 Sales workers, hardware and building supplies 269 Sales workers, parts 270-273 Not used 274 Sales workers, other commodities 275 Sales counter clerks 276 Cashiers 277 Street and door-to-door sales workers 278 News vendors 279-282 Not used 283-285 Sales Related Occupations 283 Demonstrators, promoters and models, sales 284 Auctioneers 285 Sales support occupations, n.e.c. 286-302 Not used 303-389 ADMINISTRATIVE SUPPORT OCCUPATIONS, INCLUDING CLERICAL 303-307 Supervisors, Administrative Support Occupations 303 Supervisors, general office 304 Supervisors, computer equipment operators 305 Supervisors, financial records processing 306 Chief communications operators 307 Supervisors, distribution, scheduling, and adjusting clerks 308-309 Computer Equipment Operators 308 Computer operators 309 Peripheral equipment operators 310-312 Not used 313-315 Secretaries, Stenographers, and Typists 313 Secretaries 314 Stenographers 315 Typists 316-323 Information Clerks 316 Interviewers 317 Hotel clerks 318 Transportation ticket and reservation agents 319 Receptionists 320-322 Not used 323 Information clerks, n.e.c. 324 Not used 325-336 Records Processing Occupations, Except Financial 32S Classified-ad clerks 326 Correspondence clerks 327 Order clerks 328 Personnel clerks, except payroll and timekeeping 329 Library clerks 330-334 Not used 335 File clerks 336 Records clerks 337-344 Financial Records Processing Occupations 337 Bookkeepers, accounting, and auditing clerks 338 Payroll and timekeeping clerks 339 Billing clerks 340-342 Not used 343 Cost and rate clerks 344 Billing, posting, and calculating machine operators 345-347 Duplicating, Mail and Other Office Machine Operators 345 Duplicating machine operators 346 Mail preparing and paper handling machine operators 347 Office machine operators, n.e.c. 348-353 Communications Equipment Operators 348 Telephone operators 350-352 Not used 353 Communications equipment operators, n.e.c. 354-357 Mail and Message Distributing Occupations 354 Postal clerks, except mail carriers 355 Mail carriers, postal service 356 Mail clerks, except postal service 357 Messengers 358 Not used 359-374 Material Recording Scheduling, and Distributing Clerks 359 Dispatchers 360-362 Not used 363 Production coordinators 364 Traffic, shipping, and receiving clerks 365 Stock and inventory clerks 366 Meter readers 367 Not used 368 Weighers, measurers, checkers, and samplers 369-372 Not used 373 Expediters 374 Material recording, scheduling, and distributing clerks, n.e.c. 375-378 Adjusters and Investigators 375 Insurance adjusters, examiners, and investigators 376 Investigators and adjusters, except insurance 377 Eligibility clerks, social welfare 378 Bill and account collectors 379-389 Miscellaneous Administrative Support Occupations 379 General office clerks 380-382 Not used 383 Bank tellers 384 Proofreaders 385 Data-entry keyers 386 Statistical clerks 387 Teachers' aides 388 Not used 389 Administrative support occupations, n.e.c. 390-402 Not used 403-469 SERVICE OCCUPATIONS 403-407 PRIVATE HOUSEHOLD OCCUPATIONS 403 Launderers and ironers 404 Cooks, private household 405 Housekeepers and butlers 406 Child care workers, private household 407 Private household cleaners and servants 408-412 Not used 413-427 PROTECTIVE SERVICE OCCUPATIONS 413-415 Supervisors, Protective Service Occupations 413 Supervisors, firefighting and fire prevention occupations 414 Supervisors, police and detectives 415 Supervisors, guards 416-417 Firefighting and Fire Prevention Occupations 416 Fire inspection and fire prevention occupations 417 Firefi&ting occupations 418-424 Police and Detectives 418 Police and detectives, public service 419-422 Not used 423 Sheriffs, bailiffs, and other law enforcement officers 424 Correctional institution officers 425-432 Guards 425 Crossing guards 426 Guards and police, except public service 427 Protective service occupations, n.e.c. 428-432 Not used 433-469 SERVICE OCCUPATIONS, EXCEPT PROTECTIVE AND HOUSEHOLD 433-444 Food Preparation and Service Occupations 433 Supervisors, food preparation and service occupations 434 Bartenders 435 Waiters and waitresses 436 Cooks 437 Not used 438 Food counter, fountain and related occupations 439 Kitchen workers, food preparation 440-442 Not used 443 Waiters'/waitresses' assistants 444 Miscellaneous food preparation occupations 445-447 Health Service Occupations 445 Dental assistants 446 Health aides, except nursing 447 Nursing aides, orderlies, and attendants 448-455 Cleaning and Building Service Occupations, Except Household 448 Supervisors, cleaning and building service workers 449 Maids and housemen 450-452 Not used 453 Janitors and cleaners 454 Elevator operators 455 Pest control occupations 456-469 Personal Service Occupations 456 Supervisors, personal service occupations 457 Barbers 458 Hairdressers and cosmetologists 459 Attendants, amusement and recreation facilities 460 Not used 461 Guides 462 Ushers 463 Public transportation attendants 464 Baggage porters and bellhops 465 Welfare service aides 466 Family child care providers 467 Early childhood teacher's assistants 468 Child care workers, n.e.c. 469 Personal service occupations, ne.c. 470-472 Not used 473-499 FARMING, FORESTRY, AND FISHING OCCUPATIONS 473-476 Farm Operators and Managers 473 Farmers, except horticultural 474 Horticultural specialty farmers 475 Managers, farms, except horticultural 476 Managers, horticultural specialty farmi 477-489 Other Agricultural and Related Occupations 477-484 Farm Occupations, Except Managerial 477 Supervisors, farm workers 478 Not used 479 Farm workers 480-482 Not used 483 Marine life cultivation workers 484 Nursery workers 485-489 Related Agricultural Occupations 485 Supervisors, related agricultural occupations 486 Groundskeepers and gardeners, except farm 487 Animal caretakers, except farm 488 Graders and sorters, agricultural products 489 Inspectors, agricultural products 490-493 Not used 494-496 Forestry and Logging Occupations 494 Supervisors, forestry and logging workers 495 Forestry workers, except logging 496 Timber cutting and logging occupations 497-499 Fishers, Hunters, and Trappers 497 Captains and other officers, fishing vessels 498 Fishers 499 Hunters and trappers 500-502 Not used 503-699 PRECISION PRODUCTION, CRAFT, AND REPAIR OCCUPATIONS 503-552 Mechanics and Repairers 503 Supervisors, mechanics and repairers 504 Not used 505-549 Mechanics and Repairers, Except Supervisors 505-517 Vehicle and Mobile Equipment Mechanics and Repairers 505 Automobile mechanics 506 Automobile mechanic apprentices 507 Bus, truck, and stationary engine mechanics 508 Aircraft engine mechanics 509 Small engine repairers 510-513 Not used 514 Automobile body and related repairers 515 Aircraft mechanics, except engine 516 Heavy equipment mechanics 517 Farm equipment mechanics 518 Industrial machinery repairers 519 Machinery maintenance occupations 520-522 Not used 523-533 Electrical and Electronic Equipment Repairers 523 Electronic repairers, communications and industrial equipment 524 Not used 525 Data processing equipment repairers 526 Household appliance and power tool repairers 527 Telephone line installers and repairers 528 Not used 529 Telephone installers and repairers 530-532 Not used 533 Miscellaneous electrical and electronic equipment repairers 534 Heating air conditioning, and refrigeration mechanics 535-549 Miscellaneous Mechanics and Repairers 535 Camera, watch, and musical instrument repairers 536 Locksmiths and safe repairers 537 Not used 538 Office machine repairers 539 Mechanical controls and valve repairers 540-542 Not used 543 Elevator installers and repairers 544 Millwrights 545-546 Not used 547 Specified mechanics and repairers, n.e.c. 548 Not used 549 Not specified mechanics and repairers 550-552 Not used 553-599 Construction Trades 553-558 Supervisors, Construction Occupations 553 Supervisors, brickmasons, stonemasons, and tile setters 554 Supervisors, carpenters and related workers 555 Supervisors, electricians and power transmission installers 556 Supervisors, painters, paperhangers, and plasterers 557 Supervisors, plumbers, pipefitters, and steamfitters 558 Supervisors, construction, n.e.c. 559-562 Not used 563-599 Construction Trades, Except Supervisors 563 Brickmasons and stonemasons 564 Brickmason and stonemason apprentices 565 Tile setters, hard and soft 566 Carpet installers 567 Carpenters 568 Not used 569 Carpenter apprentices 570-572 Not used 573 Drywall installers 574 Not used 575 Electricians 576 Electrician apprentices 577 Electrical power installers and repairers 578 Not used 579 Painters, construction and maintenance 582 Not used 583 Paperhangers 584 Plasterers 585 Plumbers, pipefitters, and steamfitters 586 Not used 587 Plumber, pipefitter, and steamfitter apprentices 588 Concrete and terrazzo finishers 589 Glaziers, 590-592 Not used 593 Insulation workers 594 Paving. surfacing, and tamping equipment operators 595 Roofers 596 Sheetmetal. duct installers 597 Structural metal workers 598 Drillers, earth 599 Construction trades, nec. 600-612 Not used 613-617 Extractive Occupations 613 Supervisors, extractive occupations 614 Drillers, oil well 615 Explosives workers 616 Mining machine operators 617 Mining occupations, n.e.c. 618-627 Not used 628-699 Precision Production Occupations 628 Supervisors, production occupations 629-633 Not used 634-655 Precision Metal Working Occupations 634 Tool and die makers 635 Tool and die maker apprentices 636 Precision assemblers, metal 637 Machinists 638 Not used 639 Machinist apprentices 640-642 Not used 643 Boilermakers 644 Precision grinders, filers, and tool sharpeners 645 Patternmakers and model makers, metal 646 Lay-outworkers 647 Precious stones and metals workers (Jewelers) 648 Not used 649 Engravers, metal 650-652 Not used 653 Sheet metal workers 654 Sheet metal worker apprentices 655 Miscellaneous precision metal workers 656-659 Precision Woodworking Occupations 656 Patternmakers and model makers, wood 657 Cabinet makers and bench carpenters 658 Furniture and wood finishers 659 Miscellaneous precision woodworkers 660-665 Not used 666-674 Precision Textile, Apparel, and Furnishings Machine Workers 666 Dressmakers 667 Tailors 668 Upholsterers 669 Shoe repairers 670-673 Not used 674 Miscellaneous precision apparel and fabric workers 675-684 Precision Workers, Assorted Materials 675 Hand molders and shapers, except jewelers 676 Patternmakers, lay-out workers, and cutters 677 Optical goods workers 678 Dental laboratory and medical appliance technicians 679 Bookbinders 680-682 Not used 683 Electrical and electronic equipment assemblers 684 Miscellaneous precision workers, nec. 685 Not used 686-688 Precision Food Production Occupations 686 Butchers and meat cutters 687 Bakers 688 Food batchmakers 689-693 Precision Inspectors, Testers, and Related Workers 689 Inspectors, testers, and graders 690-692 Not used 693 Adjusters and calibrators 694-699 Plant and System Operators 694 Water and sewage treatment plant operators 695 Power plant operators 696 Stationary engineers 697-698 Not used 699 Miscellaneous plant and system operators 700-702 Not used 703-889 OPERATORS, FABRICATORS, AND LABORERS 703-799 MACHINE OPERATORS, ASSEMBLERS, AND INSPECI'ORS 703-779 Machine Operators and Tenders, Except Precision 703-715 Metal Working and Plastic Working Machine Operators 703 Lathe and turning machine set-up operators 704 Lathe and turning machine operators 705 Milling and planing machine operators 706 Punching and stamping press machine operators 707 Rolling machine operators 708 Drilling and boring machine operators 709 Grinding. abrading, buffing, and polishing machine operators 710-712 Not used 713 Forging machine operators 714 Numerical control machine operators 715 Miscellaneous metal, plastic, stone, and glass working machine operators 716 Not used 717 Fabricating machine operators, n.e.c. 718 Not used 719-725 Metal and Plastic Processing Machine Operators 719 Molding and casting machine operators 720-722 Not used 723 Metal plating machine operators 724 Heat treating equipment operators 725 Miscellaneous metal and plastic processing machine operators 726-733 Woodworking Machine Operators 726 Wood lathe, routing, and planing machine operators 727 Sawing machine operators 728 Shaping and joining machine operators 729 Nailing and tacking machine operators 730-732 Not used 733 Miscellaneous woodworking machine operators 734-737 Printing Machine Operators 734 Printing press operators 735 Photoengravers and lithographers 736 Typesetters and compositors 737 Miscellaneous printing machine operators 738-749 Textile, Apparel, and Furnishings Machine Operators 738 Winding and twisting machine operators 739 Knitting looping, taping, and weaving machine operators 740-742 Not used 743 Textile cutting machine operators 744 Textile sewing machine operators 745 Shoe machine operators 746 Not used 747 Pressing machine operators 748 Laundering and dry cleaning machine operators 749 Miscellaneous textile machine operators 750-752 Not used 753-779 Machine Operators, Assorted Materials 753 Cementing and gluing machine operators 754 Packaging and filling machine operators 755 Extruding and forming machine operators 756 Mbdng and blending machine operators 757 Separating, filtering, and clarffying machine operators 758 Compressing and compacting machine operators 759 Painting and paint spraying machine operators 760-762 Not used 763 Roasting and baking machine operators, food 764 Washing, cleaning and pickling machine operators 765 Folding machine operators 766 Furnace, kiln, and oven operators, except food 767 Not used 768 Crushing and grinding machine operators 769 Slicing and cutting machine operators 770-772 Not used 773 Motion picture protectionists 774 Photographic process machine operators 775-776 Not used 777 Miscellaneous machine operators, n.e.c. 778 Not used 779 Machine operators, not specified 780-782 Not used 783-795 Fabricators, Assemblers, and Hand Working Occupations 783 Welders and cutters 784 Solderers and brazers 785 Assemblers 786 Hand cutting and trimming occupations 787 Hand molding, casting, and forming occupations 798 Not used 789 Hand painting, coating, and decorating occupations 790-792 Not used 793 Hand engraving and printing occupations 794 Not used 795 Miscellaneous hand working occupations 796-799 Production Inspectors, Testers, Samplers, and Weighers 796 Production inspectors, checkers, and examiners 797 Production testers 798 Production samplers and weighers 799 Graders and sorters, except agricultural 800-802 Not used 803-859 TRANSPORTATION AND MATERIAL MOVING OCCUPATIONS 803-814 Motor Vehicle Operators 803 Supervisors, motor vehicle operators 804 Truck drivers 805 Not used 806 Driver-sales workers 807 Not used 808 Bus drivers 809 Taxicab drivers and chauffeurs 810-812 Not used 813 Parking lot attendants 814 Motor transportation occupations, n.e.c. 815 Not used 823-834 Transportation Occupations, Except Motor Vehicles 823-826 Rail Transportation Occupations 823 Railroad conductors and yardmasters 824 Locomotive operating occupations 825 Railroad brake, signal, and switch operators 826 Rail vehicle operators, n.e.c. 827 Not used 828-834 Water Transportation Occupations 828 Ship captains and mates, except fishing boats 829 Sailors and deckhands 830-832 Not used 833 Marine engineers 834 Bridge, lock, and lighthouse tenders 835-842 Not used 843-959 Material Moving Equipment Operators 843 Supervisors, material moving equipment operators 844 Operating engineers 845 Longshore equipment operators 846-847 Not used 848 Hoist and winch operators 849 Crane and tower operators 850-852 Not used 853 Excavating and loading machine operators 854 Not used 855 Grader, dozer, and scraper operators 856 Industrial truck and tractor equipment operators 857-858 Not used 859 Miscellaneous material moving equipment operators 860-863 Not used 864-889 HANDLERS EQUIPMENT CLEANERS, HELPERS, AND LABORERS 864 Supervisors, handlers, equipment cleaners, and laborers, n.e.c. 865 Helpers, mechanics, and repairers 866-868 Helpers, Construction, and Extractive Occupations 866 Helpers, construction trades 867 Helpers, surveyor 868 Helpers, extractive occupations 869 Construction laborers 870-873 Not used 874 Production helpers 875-883 Freight, Stock, and Material Handlers 875 Garbage collectors 876 Stevedores 877 Stock handlers and baggers 878 Machine feeders and offbearers 879-882 Not used 883 Freight, stock, and material handlers, ne.c. 884 Not used 885 Garage and service station related occupations 886 Not used 887 Vehicle washers and equipment cleaners 988 Hand packers and packagers 889 Laborers, cocept construction 890-902 Not used 903-905 Armed Forces. 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse) ************************************************************ In the public version of the dataset, these codes have been collapsed in the following way: IF (3 <= 3-digit occ. code <=37) THEN occ. code=1; ELSE IF (43 <= 3-digit occ. code <=199) THEN occ. code=1; ELSE IF (203 <= 3-digit occ. code <=235) THEN occ. code=2; ELSE IF (243 <= 3-digit occ. code <=285) THEN occ. code=2; ELSE IF (303 <= 3-digit occ. code <=389) THEN occ. code=2; ELSE IF (403 <= 3-digit occ. code <=407) THEN occ. code=3; ELSE IF (413 <= 3-digit occ. code <=427) THEN occ. code=3; ELSE IF (433 <= 3-digit occ. code <=469) THEN occ. code=3; ELSE IF (473 <= 3-digit occ. code <=499) THEN occ. code=6; ELSE IF (503 <= 3-digit occ. code <=699) THEN occ. code=4; ELSE IF (703 <= 3-digit occ. code <=799) THEN occ. code=5; ELSE IF (803 <= 3-digit occ. code <=859) THEN occ. code=5; ELSE IF (863 <= 3-digit occ. code <=889) THEN occ. code=5; ELSE IF (903 <= 3-digit occ. code <=905) THEN occ. code=3; ************************************************************ ----------------------------------------------------------------------------- INFORMATION LINKED FROM 1998 CURRENT POPULATION SURVEY BY OCCUPATION CODE ----------------------------------------------------------------------------- X8112(#1) Recode: Average for occupation group of fraction of last 52 X8113(#2) weeks worked; multipled by 10 Code number 0. Inap. (/no spouse; no job: X7401=0/X7411=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8114(#1) Recode: Average for occupation group of hours worked per year X8115(#2) in 1998; multiplied by 10 Code number 0. Inap. (/no spouse; no job: X7401=0/X7411=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8116(#1) Recode: Fraction of occupation group unemployed in 1998; X8117(#2) multiplied by 1000 Code number 0. Inap. (/no spouse; no job: X7401=0/X7411=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8169(#1) Recode: Unconditional mean wage for occupation group in 1998 X8170(#2) Code number 0. Inap. (/no spouse; no job: X7401=0/X7411=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* For each occupation group, regressions were run separately for males and females of the log of annualized wages on a constant, a spline on age (AGE, MAX(0, AGE-35), MAX(0,AGE-55)), a dummy variable for part-time employment (1 = working fewer than 20 hours per week), a dummy variable for self-employment (1 = self-employed), a dummy for race (1 = Hispanic or non-white), and dummy variables for years of education (1 = : 12 years of education, some college or an Associate's degree, Bachelor's degree, higher degree than Bachelor's degree). If there were too few people in a CPS 3-digit occupation group, either the SCF case was matched to a neighboring occupation group, or the match was made at the level of the 2-digit occupation code. Some of the model coefficients may be identically zero where there are too few cases in the appropriate cells in the CPS data to identify these coefficients; for example, a coefficient for the [36,55) element of the age spline may be identically zero if there are no CPS cases in that age group for the given occupation. X8105(#1) Recode: 10000 * Intercept X8106(#2) Code number 0. Inap. (/no spouse; no job: X7401=0/X7411=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8099(#1) Recode: For age in [1, 35]: 10000 * Coefficient of AGE X8100(#2) Code number 0. Inap. (/no spouse; no job: X7401=0/X7411=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8101(#1) Recode: For age in [36, 55]: 10000 * Coefficient of MAX(0,AGE-35) X8102(#2) Code number 0. Inap. (/no spouse; no job: X7401=0/X7411=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8103(#1) Recode: For age in [55, 999]: 10000 * Coefficient of MAX(0,AGE-55) X8104(#2) Code number 0. Inap. (/no spouse; no job: X7401=0/X7411=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8318(#1) Recode: 10000 * Coefficient of dummy for part-time employment X8319(#2) Code number 0. Inap. (/no spouse; no job: X7401=0/X7411=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8320(#1) Recode: 10000 * Coefficient of dummy for self-emlpoyment X8321(#2) Code number 0. Inap. (/no spouse; no job: X7401=0/X7411=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8322(#1) Recode: 10000 * Coefficient of dummy for Hispanic or nonwhite X8323(#2) Code number 0. Inap. (/no spouse; no job: X7401=0/X7411=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8324(#1) Recode: 10000 * Coefficient of dummy for 12 years of education X8325(#2) Code number 0. Inap. (/no spouse; no job: X7401=0/X7411=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8326(#1) Recode: 10000 * Coefficient of dummy for some college or X8327(#2) Associate's degree Code number 0. Inap. (/no spouse; no job: X7401=0/X7411=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8328(#1) Recode: 10000 * Coefficient of dummy for Bachelor's degree X8329(#2) Code number 0. Inap. (/no spouse; no job: X7401=0/X7411=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8330(#1) Recode: 10000 * Coefficient of dummy for higher degree than X8331(#2) Bachelor's degree Code number 0. Inap. (/no spouse; no job: X7401=0/X7411=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8107(#1) Recode: 10000 * Standard error log regression X8108(#2) Code number 0. Inap. (/no spouse; no job: X7401=0/X7411=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8109(#1) Recode: Annualized level of expected income from regression X8111(#2) (corrected for non-zero expectation of error term for level) Code number 0. Inap. (/no spouse; no job: X7401=0/X7411=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* ----------------------------------------------------------------------------- X4110(#1) How many hours (do you/does [he/she]) work on X4710(#2) (your/her/his) main job in a normal week? Code number of hours 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse) X4111(#1) INTERVIEWER: READ SLOWLY X4711(#2) Counting paid vacations as weeks of work, how many weeks (do you/does your [spouse/partner]) work on this job in a normal year? Code number of weeks 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse) X4125(#1) How (are you/is [he/she]) paid? (Are you/Is [he/she]) paid X4725(#2) a regular salary or wages? 1. *YES 5. *NO 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not self-employed: X4106^=2 or 3/ X4706^=2 or 3) X4112(#1) About how much (do you/does [he/she]) earn before taxes X4712(#2) on (your/her/his) main job? (NOT SELF-EMPLOYED) How much in salary or wages (are you/is [he/she]) paid before taxes? (SELF-EMPLOYED) Code amount -1. Nothing (includes self-employed and not receiving salary: X4106^=1 and X4125=5/X4706^=1 and X4725=5) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse) X4113(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X4713(#2) And how often (do you/does [he/she]) receive that amount? Code frequency 1. *Day 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only/in total 11. *Twice per year; every six months 12. *Bimonthly; every two months 31. Twice a month 14. *By the piece/job 18. *Hour 22. Varies -1. Nothing (self-employed and not receiving salary: X4106^=1 and X4125=5/X4706^=1 and X4725=5) -7. *Other 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse) X4127(#1) (Do you/Does [he/she]) also receive a portion of the net X4727(#2) earnings, or some other kind of income? (Do you/Does [he/she]) receive a portion of the net earnings, or some other kind of income? 1. *YES 5. *NO 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not self-employed: X4106^=2 or 3/ X4706^=2 or 3) X4131(#1) In addition to regular salary, how much (do you/does X4731(#2) [he/she]) personally receive from the business before taxes? How much (do you/does [he/she]) personally receive from the business before taxes? (What did (you/he/she) get in 1997?) Code amount -1. Nothing 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not self-employed: X4106^=2 or 3/ X4706^=2 or 3; no net earnings from business: X4127^=1/X4727^=1) X4132(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X4732(#2) And how often (do you/does [he/she]) receive that amount? Code frequency 1. *Day 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only/in total 11. *Twice per year; every six months 12. *Bimonthly; every two months 31. Twice a month 14. *By the piece/job 18. *Hour 22. Varies -1. Nothing -7. *Other 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not self-employed: X4106^=2 or 3/ X4706^=2 or 3; no net earnings from business: X4127^=1/X4727^=1) X6797(#1) Some employers give their employees financial options that X6798(#2) can be used to purchase company stock at a later time. During the past year, has your current employer given you any of these, either as a regular part of your compensation, or as a bonus? Some employers give their employees financial options that can be used to purchase company stock at a later time. During the past year, has your (spouse/partner)'s current employer given (him/her) any of these, either as a regular part of (his/her) compensation, or as a bonus? 1. *YES 5. *NO 0. Inap. (not working or expecting to go back to work or not working for someone else: X6670-X6677^=1 or X4101=5 or X4105=5 or X4106=(2, 3, -7)/X6678-X6685^=1 or X4701=5 or X4705=5 or X4706=(2,3,-7);/no spouse) X4114(#1) About how many employees work for this company or X4714(#2) organization, including all locations? (Is it fewer than 10, 10 to 19, 20 to 99, 100 to 499, or 500 or more?) 1. *Less than 10 2. *10 to 19 3. *20 to 99 4. *100 to 499 5. *500 or MORE 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse) How many years in total (have you/has [he/she]) worked for this employer? X4115(#1) Code number of years X4715(#2) -1. Less than one year 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 50 ********************************************************* X7199(#1) Code age X7266(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT CURRENT AGE-50 ********************************************************* X7679(#1) Code year (4 digits) X7706(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-50 ********************************************************* How many years (do you/does [he/she]) expect to continue working for this employer? X4116(#1) *Code number of years X4716(#2) -1. Less than a year -2. *NEVER STOP 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse) X7680(#1) *Code age X7707(#2) -2. *NEVER STOP 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse) X7200(#1) *Code year (4 digits) X7267(#2) -2. *NEVER STOP X4117(#1) (Are you/Is [he/she]) covered on this job by a union or X4717(#2) employee-association contract? 1. *YES 5. *NO 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse) X7681(#1) (Do you/Does [he/she]) have any type of insurance other X7708(#2) than Social Security, that would help provide (you/her/him) with income in the event that (you/he/she) became disabled? 1. *YES 5. *NO 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse) ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- PENSION FOR HEAD AND SPOUSE/PARTNER FROM CURRENT MAIN JOB ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- #1 refers to current job pension of head #2 refers to current job pension of spouse/partner ----------------------------------------------------------------------------- #1a refers to first current job pension of head #1b refers to seond current job pension of head #1c refers to third current job pension of head #1d refers to all remaining current job pensions of head #2a refers to first current job pension of spouse/partner #2b refers to seond current job pension of spouse/partner #2c refers to third current job pension of spouse/partner #2d refers to all remaining current job pensions of spouse/partner ----------------------------------------------------------------------------- X4135(#1) Aside from IRA or KEOGH plans, (are you/is [he/she]) X4735(#2) included in any pension plans or tax-deferred savings plans through (your/her/his) work/the business? (SELF-EMPLOYED) 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. (Are you/Is [he/she]) 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 your (spouse's/partner's) employer." (NOT SELF-EMPLOYED) 1. *YES 5. *NO 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse) X4136(#1) Does (your/her/his) employer offer any such plans? X4736(#2) 1. *YES 5. *NO 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; self-employed: X4106=2 or 3/X4706=2 or 3; included in pension plan on main job: X4135=1/X4735=1) X4137(#1) (Are you/Is [he/she]) eligible to be included in any of X4737(#2) these plans? 1. *YES 5. *NO 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; self-employed: X4106=2 or 3/X4706=2 or 3; included in pension plan on main job: X4135=1/X4735=1; no such plans: X4136^=1/X4736^=1) What kinds of plans are these? (CHECK ALL THAT APPLY) X6708(#1) *Savings/Thrift X6713(#2) X6709(#1) *401K/403B X6714(#2) X6710(#1) *Profit sharing X6715(#2) X6711(#1) *Tax-deferred Annuity X6716(#2) X6712(#1) *Other X6717(#2) 1. Checked (only for X6708-X6711/X6713-X6716) 5. Not checked Responses 7-17 valid only for X6712/X6717 7. Stock purchase/ESOP (Employee Stock Option Plan) 9. IRA-SEP (not to be confused with a regular IRA) 10. Defined-contribution plan; TIAA-CREF (Teachers Insurance and Annuity Association/College Retirement Equity Fund) 11. Money purchase plan 13. Other salary reduction plan; deferred compensation plan 14. Other state/local government plan 15. Other federal government plan 16. Other type of account 17. Other type of annuity/defined benefit plan 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; self-employed: X4106=2 or 3/X4706=2 or 3; included in pension plan on main job: X4135=1/X4735=1; no such plans: X4136^=1/X4736^=1) ********************************************************* FOR THE PUBLIC DATASET, CODE 15 IS COMBINED WITH CODE 14 (X6712/X6717 ONLY) ********************************************************* X4138(#1) Will (you/he/she) be eligible if (you/he/she) continue(s) X4738(#2) to work for this employer? 1. *YES 5. *NO -7. DEPENDS 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; self-employed: X4106=2 or 3/X4706=2 or 3; included in pension plan on main job: X4135=1/X4735=1; no such plans: X4136^=1/X4736^=1; eligible to be included: X4137=1/X4737=1) X6751(#1) Code reason DEPENDS X6761(#2) 10. If change to full-time; change employment status/hour/grade 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; self-employed: X4106=2 or 3/X4706=2 or 3; included in pension plan on main job: X4135=1/X4735=1; no such plans: X4136^=1/X4736^=1; eligible to be included: X4137=1/X4737=1; answer to future eligibility question not DEPENDS: X4138^=-7/X4738^=-7) X4139(#1) In how many different plans of this sort (are you/is X4739(#2) [he/she]) included on this job? 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; self-employed: X4106=2 or 3/X4706=2 or 3; no pensions: X4135^=1/X4735^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 5 ********************************************************* X4140(#1) (Are you/Is [he/she]) currently receiving retirement X4740(#2) payments from any pension plans from this job? 1. *YES 5. *NO 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1) X4141(#1) I'll ask you about the payments later. Are there any X4741(#2) retirement or savings plans from this job where (you are/[he/she] is) not yet drawing benefit payments? 1. *YES 5. *NO 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1) X6698(#1) Originally reported value of X4201 (see introduction) X6699(#2) Originally reported value of X4801 (see introduction) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 5 ********************************************************* X4201(#1) How many such plans (do you/does your [spouse/partner]) have? X4801(#2) Code number of plans 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 5 ********************************************************* X4202(#1a) Is this a pension or retirement plan, or a tax-deferred X4302(#1b) saving plan of some sort? X4402(#1c) X4802(#2a) About the most important of these plans, is it a pension or X4902(#2b) tax-deferred saving plan of some sort? X5002(#2c) About the next most important of these plans, is it a pension or retirement plan, or a tax-deferred savings plan of some sort? 1. *Pension or retirement 2. *Tax-deferred savings; *THRIFT OR SAVINGS; *401K/403B/SRA; *PROFIT SHARING; *STOCK PURCHASE/ESOP 15. Other federal government plan 17. Other type of annuity/defined benefit plan (include ERISA plans here unless otherwise specified) 19. Other state/local government plan 35. Combination plan -7. *OTHER 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3) ********************************************************* FOR THE PUBLIC DATASET, CODE 15 IS COMBINED WITH CODE 19 ********************************************************* X4203(#1a) (SHOW CARD 15) X4303(#1b) I would like to know what general type of plan this is. X4403(#1c) In one common type ofpension or retirement plan, the monthly X4803(#2a) retirement benefit paid is based on a formula usually X4903(#2b) involving age, years of service, and salary. In other X5003(#2c) plans, money is accumulated in an account for (you/her/him) until (your/her/his) retirement. Is this plan like the formula plan or account plan? 1. *FORMULA 2. *ACCOUNT 3. *COMBINATION OF BOTH TYPES 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3) NOTE: CARD 15 contained the three large blocks of text centered in a vertical column: Under the heading "FORMULA PLAN" is printed "The monthly retirement benefit is usally based on a formula involving age, years of work and final salary. Sometimes called a 'defined-benefit' plan". Under the heading "ACCOUNT PLAN" is printed "Money is accumulated in an account for you until retirement. For example: TIAA/CREF. 401(k) and 403(b) plans, thrift plans or ESOPs, defined contribution plans, salary-reduction plans, etc." Under the heading "COMBINATION OF BOTH TYPES" is printed "Some combination plans allow employees to take a lump sum settlement instead of regular retirement benefits if they leave the employer before retirement age. The most common suuch plan is the pre-1984 Federal pension plan or CSRS." Printed below these items is "If you have both a formula and an account plan, please report them separately." X4204(#1a) For that part of your (spouse's/partner's) plan where X4304(#1b) money is accumulated in an account, how much is in the X4404(#1c) account? X4804(#2a) X4904(#2b) Code amount X5004(#2c) -1. Nothing 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; type of plan is not "both": X4203^=3/X4303^=3/X4404^=3/ X4803^=3/X4903^=3/X5003^=3) X7205(#1a) Can (you/he/she) borrow against that account? X7214(#1b) X7223(#1c) 1. *YES X7272(#2a) 5. *NO X7281(#2b) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ X7290(#2c) no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; type of plan is not "both": X4203^=3/X4303^=3/X4404^=3/ X4803^=3/X4903^=3/X5003^=3) How long (have you/has [he/she]) been in the plan? X7685(#1a) Code number of years X7687(#1b) -1. Less than a year X7689(#1c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ X7712(#2a) no spouse; no pensions: X4135^=1/X4735^=1; no plans where X7714(#2b) not currently drawing benefits: X4141=5/X4741=5; X7716(#2c) no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is account type: X4203=2/X4303=2/X4404=2/ X4803=2/X4903=2/X5003=2) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 50 ********************************************************* X7206(#1a) Code age X7215(#1b) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ X7224(#1c) no spouse; X7273(#2a) no pensions: X4135^=1/X4735^=1; no plans where not X7282(#2b) currently drawing benefits: X4141=5/X4741=5; X7291(#2c) no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is account type: X4203=2/X4303=2/X4404=2/ X4803=2/X4903=2/X5003=2) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT CURRENT AGE-50 ********************************************************* X7207(#1a) Code year (4 digits) X7216(#1b) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ X7225(#1c) no spouse; X7274(#2a) no pensions: X4135^=1/X4735^=1; no plans where not X7283(#2b) currently drawing benefits: X4141=5/X4741=5; X7292(#2c) no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is account type: X4203=2/X4303=2/X4404=2/ X4803=2/X4903=2/X5003=2) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-50 ********************************************************* X4205(#1a) (Do you/Does [he/she]) currently make contributions to X4305(#1b) this plan? IF R ASKS, INCLUDE CONTRIBUTIONS THROUGH X4405(#1c) SALARY DEDUCTIONS, UNION DUES OR OTHER SOURCES X4805(#2a) 1. *YES X4905(#2b) 5. *NO X5005(#2c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is account type: X4203=2/X4303=2/X4404=2/ X4803=2/X4903=2/X5003=2) What percent of (your/her/his) pay or amount of money per month or year (do you/does [he/she]) currently contribute? X4206(#1a) Code percent * 100 X4306(#1b) -1. Nothing X4406(#1c) -2. Cannot convert amount to percent (negative or zero X4806(#2a) income, or wage/contribution frequency is lump sum, X4906(#2b) variable or by the job) X5006(#2c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is account type: X4203=2/X4303=2/X4404=2/ X4803=2/X4903=2/X5003=2; does not make personal contributions: X4205^=1/X4305^=1/X4405^=1/X4805^=1/ X4905^=1/X5005^=1) X4207(#1a) Code amount X4307(#1b) -1. Nothing X4407(#1c) -2. Cannot convert percent to amount (negative or zero X4807(#2a) income, or wage frequency is lump sum, X4907(#2b) variable or by the job) X5007(#2c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is account type: X4203=2/X4303=2/X4404=2/ X4803=2/X4903=2/X5003=2; does not make personal contributions: X4205^=1/X4305^=1/X4405^=1/X4805^=1/ X4905^=1/X5005^=1) X4208(#1a) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X4308(#1b) And how often did (you/he/she) contribute that amount? X4408(#1c) X4808(#2a) Code frequency X4908(#2b) 1. Day X5008(#2c) 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only 11. *Twice per year; every six months 12. *Bimonthly; every two months 31. Twice a month 14. By the job/piece 18. Hour 22. Varies -1. Nothing -2. Cannot convert amount to percent or percent to amount (negative or zero income, or wage/contribution frequency is lump sum, variable or by the job) -7. *Other 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is account type: X4203=2/X4303=2/X4404=2/ X4803=2/X4903=2/X5003=2; does not make personal contributions: X4205^=1/X4305^=1/X4405^=1/X4805^=1/ X4905^=1/X5005^=1) NOTE: where possible, X4112/X4712 was used to compute the percent when the amount was given (and vice versa). Where X4112/X4712 was negative or zero, and X4112+X4131/X4712+X4731 was positive, the latter figure was used to make the conversion. At what age (do you/does your [spouse/partner]) expect to start receiving benefits from this plan? X4209(#1a) Code age X4309(#1b) -2. Do not expect benefits X4409(#1c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ X4809(#2a) no spouse; X4909(#2b) no pensions: X4135^=1/X4735^=1; no plans where not X5009(#2c) currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is account type: X4203=2/X4303=2/X4404=2/ X4803=2/X4903=2/X5003=2) X7686(#1a) Code number of years X7688(#1b) -2. Do not expect benefits X7690(#1c) -1. Less than a year X7713(#2a) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ X7715(#2b) no spouse; X7717(#2c) no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is account type: X4203=2/X4303=2/X4404=2/ X4803=2/X4903=2/X5003=2) X7208(#1a) Code year (4 digits) X7217(#1b) -2. Do not expect benefits X7226(#1c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ X7275(#2a) no spouse; X7284(#2b) no pensions: X4135^=1/X4735^=1; no plans where not X7293(#2c) currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is account type: X4203=2/X4303=2/X4404=2/ X4803=2/X4903=2/X5003=2) About how much (do you/does [he/she]) expect (your/her/his) benefits to be? (As a proportion of (your/her/his) pay at retirement, or as an amount per month or year when (you/he/she) start(s) receiving them?) X4210(#1a) Code amount X4310(#1b) -1. Nothing X4410(#1c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ X4810(#2a) no spouse; X4910(#2b) no pensions: X4135^=1/X4735^=1; no plans where not X5010(#2c) currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is account type: X4203=2/X4303=2/X4404=2/ X4803=2/X4903=2/X5003=2; does not expect benefits: X4209=-1/X4309=-1/X4409-01/X4809=-1/X4909=-1/X5009=-1; percent benefit figure given: X4212^=0/X4312^=0/ X4412^=0/X4812^=0/X4912^=0/X5012^=0) X4211(#1a) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X4311(#1b) and how often would (you/he/she) receive that amount? X4411(#1c) X4811(#2a) Code frequency X4911(#2b) 1. Day X5011(#2c) 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only 11. *Twice per year; every six months 12. *Bimonthly; every two months 31. Twice a month 14. By the job/piece 18. Hour 22. Varies -7. *Other 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is account type: X4203=2/X4303=2/X4404=2/ X4803=2/X4903=2/X5003=2; does not expect benefits: X4209=-1/X4309=-1/X4409-01/X4809=-1/X4909=-1/X5009=-1; percent benefit figure given: X4212^=0/X4312^=0/ X4412^=0/X4812^=0/X4912^=0/X5012^=0) X4212(#1a) Code percent X4312(#1b) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ X4412(#1c) no spouse; X4812(#2a) no pensions: X4135^=1/X4735^=1; no plans where not X4912(#2b) currently drawing benefits: X4141=5/X4741=5; X5012(#2c) no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is account type: X4203=2/X4303=2/X4404=2/ X4803=2/X4903=2/X5003=2; does not expect benefits: X4209=-1/X4309=-1/X4409-01/X4809=-1/X4909=-1/X5009=-1; dollar benefit figure given: X4210^=0/X4310^=0/ X4410^=0/X4810^=0/X4910^=0/X5010^=0) X4213(#1a) If (you/your spouse/partner) were to leave this job now, X4313(#1b) would (you/he/she) start receiving a monthly or annual X4413(#1c) pension benefit now, would (you/he/she) receive one later, X4813(#2a) would (you/he/she) get a cash settlement now, would X4913(#2b) (you/he/she) get nothing, or what? X5013(#2c) If (you/your spouse/partner) were to sell this business now, would (you/he/she) start receiving a monthly or annual pension benefit now, would (you/he/she) receive one later, would (you/he/she) get a cash settlement now, would (you/he/she) get nothing, or what? If (you/your spouse/partner) were to (leave this job/sell this business) now, would (you/he/she) start receiving a monthly or annual pension benefit now, would (you/he/she) receive one later, would (you/he/she) get a cash settlement now, would (you/he/she) get nothing, or what? 1. *Benefit now 2. *Benefit later 3. *Cash settlement/lump sum 4. *Nothing 6. *ROLLOVER 7. Cash settlement and monthly pension 8. Choice of Payment Method -7. *Other 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is account type: X4203=2/X4303=2/X4404=2/ X4803=2/X4903=2/X5003=2; does not expect benefits: X4209=-1/X4309=-1/X4409-01/X4809=-1/X4909=-1/X5009=-1) X4214(#1a) About how much would (you/he/she) receive? X4314(#1b) X4414(#1c) Code amount X4814(#2a) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ X4914(#2b) no spouse; X5014(#2c) no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is account type: X4203=2/X4303=2/X4404=2/ X4803=2/X4903=2/X5003=2; does not expect benefits: X4209=-1/X4309=-1/X4409-01/X4809=-1/X4909=-1/X5009=-1) X7691(#1a) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X7692(#1b) And how often would (you/he/she) receive that amount? X7693(#1c) X7718(#2a) Code frequency X7719(#2b) 1. Day X7720(#2c) 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only 11. *Twice per year; every six months 12. *Bimonthly; every two months 31. Twice a month 14. By the job/piece 18. Hour 22. Varies -7. *Other 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is account type: X4203=2/X4303=2/X4404=2/ X4803=2/X4903=2/X5003=2; does not expect benefits: X4209=-1/X4309=-1/X4409-01/X4809=-1/X4909=-1/X5009=-1) X4216(#1a) Can you tell me a little more about this plan? X4316(#1b) Is it a thrift or savings plan, a 401K, Supplemental X4416(#1c) Retirement Annuity (SRA), a profit-sharing plan, or what? X4816(#2a) X4916(#2b) 1. *Thrift or Savings X5016(#2c) 2. *401K/403B/SRA 3. *Profit Sharing 4. *Stock purchase/ESOP 7. Deferred compensation 11. IRA-SEP (not to be confused with a regular IRA) 12. Defined-contribution plan; TIAA-CREF (Teachers Insurance and Annuity Association/College Retirement Equity Fund) 13. Money purchase plan 14. Tax-deferred annuity (TDA); tax-sheltered annuity (TSA) 17. Other type of annuity (include ERISA plans here unless otherwise specified) 18. Other salary reduction plan; deferred compensation plan 24. Other state/local government plan 25. Other federal government plan 26. Other type of account -7. *Other; combination 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2) ********************************************************* FOR THE PUBLIC DATASET, CODE 25 IS COMBINED WITH CODE 24 ********************************************************* For how many years altogether (have you/has [he/she]) been included in this plan? (INCLUDE YEARS WITH OTHER EMPLOYERS, IF SAME PLAN.) X4217(#1a) Code number of years X4317(#1b) -1. Less than a year X4417(#1c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ X4817(#2a) no spouse; X4917(#2b) no pensions: X4135^=1/X4735^=1; no plans where not X5017(#2c) currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 50 ********************************************************* X7209(#1a) Code age X7218(#1b) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ X7227(#1c) no spouse; X7276(#2a) no pensions: X4135^=1/X4735^=1; no plans where not X7285(#2b) currently drawing benefits: X4141=5/X4741=5; X7294(#2c) no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT CURRENT AGE-50 ********************************************************* X7210(#1a) Code year (4 digits) X7219(#1b) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ X7228(#1c) no spouse; X7277(#2a) no pensions: X4135^=1/X4735^=1; no plans where not X7286(#2b) currently drawing benefits: X4141=5/X4741=5; X7295(#2c) no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-50 ********************************************************* X4218(#1a) Does your (spouse's/partner's) employer make contributions X4318(#1b) to this plan? X4418(#1c) X4818(#2a) Does the business make contributions to this plan? X4918(#2b) X5018(#2c) [Does your (spouse's/partner's) employer/Does the business] make contributions to this plan? 1. *YES 5. *NO 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2) What percent of (your/her/his) pay or amount of money per month or year does (your/her/his) employer currently contribute? IF R RESPONDS "VARIES," THEN ASK: About how much did (your/his/her) employer contribute over the past year? X4219(#1a) Code percent * 100 X4319(#1b) -1. Nothing X4419(#1c) -2. Cannot convert amount to percent (negative or zero X4819(#2a) income, or wage/contribution frequency is lump sum, X4919(#2b) variable or by the job) X5019(#2c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2; employer not contributing: X4218^=1/X4318^=1/X4418^=1/X4818^=1/X4918^=1/X5018^=1) NOTE: where possible, X4112/X4712 was used to compute the percent when the amount was given (and vice versa). Where X4112/X4712 was negative or zero, and X4112+X4131/X4712+X4731 was positive, the latter figure was used to make the conversion. X4220(#1a) Code amount X4320(#1b) -1. Nothing X4420(#1c) -2. Cannot convert percent to amount (negative or zero X4820(#2a) income, or wage frequency is lump sum, X4920(#2b) variable or by the job) X5020(#2c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2; employer not contributing: X4218^=1/X4318^=1/X4418^=1/X4818^=1/X4918^=1/X5018^=1) X4221(#1a) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X4321(#1b) And how often did (you/he/she) contribute that amount? X4421(#1c) X4821(#2a) Code frequency X4921(#2b) 1. Day X5021(#2c) 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only 11. *Twice per year; every six months 12. *Bimonthly; every two months 31. Twice a month 14. By the job/piece 18. Hour 22. Varies -1. Nothing -2. Cannot convert amount to percent or percent to amount (negative or zero income, or wage/contribution frequency is lump sum, variable or by the job) -7. *Other 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2; employer not contributing: X4218^=1/X4318^=1/X4418^=1/X4818^=1/X4918^=1/X5018^=1) X4231(#1a) If (you/your spouse/partner) needed money in an emergency, X4331(#1b) could (you/he/she) withdraw some of the funds in the account? X4431(#1c) (CODE "YES" EVEN IF WITHDRAWAL INVOLVES PENALTY.) X4831(#2a) X4931(#2b) 1. *YES X5031(#2c) 5. *NO 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2) X4227(#1a) Can (you/he/she) borrow against the account? X4327(#1b) X4427(#1c) 1. *YES X4827(#2a) 5. *NO X4927(#2b) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ X5027(#2c) no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2) X4228(#1a) (Do you/Does [he/she]) currently have a loan against the X4328(#1b) account? X4428(#1c) X4828(#1a) 1. *YES X4928(#2b) 5. *NO X5028(#2c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2; borrowing not allowed: X4227^=1/X4327^=1/X4427^=1/X4827^=1/X4927^=1/X5027^=1) X4229(#1a) What is the amount of the loan balance? X4329(#1b) X4429(#1c) Code amount X4829(#2a) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ X4929(#2b) no spouse; X5029(#2c) no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2; borrowing not allowed: X4227^=1/X4327^=1/X4427^=1/X4827^=1/X4927^=1/X5027^=1; no loan on account: X4228^=1/X4328^=1/X4428^=1/X4828^=1/ X4928^=1/X5028^=1) X6791(#1a) For what purpose did you borrow this money? X6792(#1b) X6793(#1c) 1. *Home purchase X6794(#2a) 83. *Education expenses X6795(#2b) -7. *OTHER (Coded using the MASTER LOAN PURPOSE LIST) X6796(#2c) See MASTER LOAN PURPOSE LIST 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2; borrowing not allowed: X4227^=1/X4327^=1/X4427^=1/X4827^=1/X4927^=1/X5027^=1; no loan on account: X4228^=1/X4328^=1/X4428^=1/X4828^=1/ X4928^=1/X5028^=1) ********************************************************* SEE MASTER LOAN PURPOSE LIST FOR INFORMATION ON CODE COLLAPSING FOR LOAN PURPOSE VARIABLES FOR PUBLIC DATASET ********************************************************* X4230(#1a) Did you tell me about this loan earlier? X4330(#1b) X4430(#1c) 1. *YES X4830(#2a) 4. R reported YES, but no apparent match in data X4930(#2b) 5. *NO X5030(#2c) 6. R reported YES, partially recorded earlier 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4202<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2; borrowing not allowed: X4227^=1/X4327^=1/X4427^=1/X4827^=1/X4927^=1/X5027^=1; no loan on account: X4228^=1/X4328^=1/X4428^=1/X4828^=1/ X4928^=1/X5028^=1) NOTE: where (X4230 X4330 X4430 X4830 X4930 X5030)=1, the amount of the loan is not edited out of the earlier location. X7694(#1a) Where did you tell me about this loan? X7695(#1b) X7696(#1c) 1. *Credit card X7721(#2a) 2. *1st Mortgage X7722(#2b) 3. *2nd Mortgage X7723(#2c) 4. *Home Equity Loan 5. *Line of Credit 6. *Other Real Estate Loan 8. Vehicle loan 9. Education loan 10. Other consumer loans (X2710 etc.) 11. "Other loans" (X4032) 12. Remodeling loan 13. More than one mortgage on principal residence 14. Combination of line of credit and other real estate loan -7. *Other 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2; borrowing not allowed: X4227^=1/X4327^=1/X4427^=1/X4827^=1/X4927^=1/X5027^=1; no loan on account: X4228^=1/X4328^=1/X4428^=1/X4828^=1/ X4928^=1/X5028^=1; did not report loan earlier: X4230^=1/X4330^=1/X4430^=1/X4830^=1/X4930^=1/X5030^=1) NOTE: The loan types above marked with an asterisk only appeared on an interviewer's screen when the respondent had previously reported having those types of loans. X7211(#1a) How much are the payments? X7220(#1b) X7229(#1c) Code amount X7278(#2a) -1. Nothing X7287(#2b) -2. No typical payments X7296(#2c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2; borrowing not allowed: X4227^=1/X4327^=1/X4427^=1/X4827^=1/X4927^=1/X5027^=1; no loan on account: X4228^=1/X4328^=1/X4428^=1/X4828^=1/ X4928^=1/X5028^=1) X7212(#1a) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X7221(#1b) And how often are the payments made? X7230(#1c) X7279(#2a) Code frequency X7288(#2b) 2. *Week X7297(#2c) 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month 14. By the job/piece 18. Hour 22. Varies -1. Nothing -2. No regular payment -7. *Other 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2; borrowing not allowed: X4227^=1/X4327^=1/X4427^=1/X4827^=1/X4927^=1/X5027^=1; no loan on account: X4228^=1/X4328^=1/X4428^=1/X4828^=1/ X4928^=1/X5028^=1) X4222(#1a) Not including repayment of the loan, X4322(#1b) X4422(#1c) (Do you/Does [he/she]) currently make contributions to X4822(#2a) this plan? X4922(#2b) INTERVIEWER: IF R ASKS, INCLUDE CONTRIBUTIONS THROUGH X5022(#2c) SALARY DEDUCTIONS, UNION DUES OR OTHER SOURCES 1. *YES 5. *NO 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2) Not including repayment of the loan, What percent of your (spouse's/partner's) pay or amount of money per month or year (do you/does your [spouse/partner]) currently contribute? IF R RESPONDS "VARIES," THEN ASK: About how much did (you/he/she) contribute over the past year? X4223(#1a) Code percent * 100 X4323(#1b) -1. Nothing X4423(#1c) -2. Cannot convert amount to percent (negative or zero X4823(#2a) income, or wage/contribution frequency is lump sum, X4923(#2b) variable or by the job) X5023(#2c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2; does not contribute to pension: X2822^=1/X4322^=1/X4422^=1/X4822^=1/X4922^=1/X5022^=1) X4224(#1a) Code amount X4324(#1a) -1. Nothing X4424(#1c) -2. Cannot convert percent to amount (negative or zero X4824(#2a) income, or wage frequency is lump sum, X4924(#2b) variable or by the job) X5024(#2c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2; does not contribute to pension: X2822^=1/X4322^=1/X4422^=1/X4822^=1/X4922^=1/X5022^=1) X4225(#1a) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X4325(#1b) And how often did (you/he/she) contribute that amount? X4425(#1c) X4825(#2a) Code frequency X4925(#2b) 1. Day X5025(#2c) 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only 11. *Twice per year; every six months 12. *Bimonthly; every two months 31. Twice a month 14. By the job/piece 18. Hour 22. Varies -1. Nothing -2. Cannot convert amount to percent or percent to amount (negative or zero income, or wage/contribution frequency is lump sum, variable or by the job) -7. *Other 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2; does not contribute to pension: X2822^=1/X4322^=1/X4422^=1/X4822^=1/X4922^=1/X5022^=1) NOTE: where possible, X4112/X4712 was used to compute the percent when the amount was given (and vice versa). Where X4112/X4712 was negative or zero, and X4112+X4131/X4712+X4731 was positive, the latter figure was used to make the conversion. X4226(#1a) How much money is in your (spouse's/partner's) account at X4326(#1b) present? (Please do not deduct what [you owe/he owes/she X4426(1#c) owes]) on the loan against this account.) X4826(#2a) X4926(#2b) Code amount X5026(#2c) -1. Nothing 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2) X4232(#1a) If (you/your spouse/partner) were to leave this job now, X4332(#1b) would (you/he/she) lose all, some, or none of the money in X4432(#1c) this account? X4832(#2a) X4932(#2b) If (you/your spouse/partner) were to sell the business X5032(#2c) now, would (you/he/she) lose all, some, or none of the money in this account? If (you/your spouse/partner) were to (leave this job/sell the business) now, would (you/he/she) lose all, some, or none of the money in this account? 1. *LOSE ALL 3. *LOSE SOME 5. *LOSE NONE -7. *OTHER 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2) What proportion would (you/he/she) lose? X4233(#1a) Code percent * 100 X4333(#1b) -1. Lose all, but nothing in account X4433(#1c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ X4833(#2a) no spouse; X4933(#2b) no pensions: X4135^=1/X4735^=1; no plans where not X5033(#2c) currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2; would lose none: X4232=5/ X4332=5/X4432=5/X4832=5/X4932=5/X5032=5) X7697(#1a) Code amount X7698(#1b) -1. Lose all, but nothing in account X7699(#1b) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ X7724(#2a) no spouse; X7725(#2b) no pensions: X4135^=1/X4735^=1; no plans where not X7726(#2c) currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2; would lose none: X4232=5/ X4332=5/X4432=5/X4832=5/X4932=5/X5032=5) X4234(#1a) How is the money in this account invested? Is it mostly X4334(#1b) in stocks, mostly in interest earning assets, is it split X4434(#1c) between these, or what? X4834(#2a) X4934(#2b) 1. *Mostly or all stock; stock in company X5034(#2c) 2. *Mostly or all interest earning; guaranteed; cash; bank account 3. *Split; between stock and interest earning assets 4. Real estate 5. Insurance / Retirement Plan -7. *Other 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2) X7213(#1a) (Do you/Does [he/she]) have any choices about how the X7222(#1b) money is invested? X7231(#1c) X7280(#2a) 1. *YES X7289(#2b) 5. *NO X7298(#2c) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; no pensions: X4201<1/X4801<1/fewer than 2 pensions: X4201<2/X4801<2/fewer than 3 pensions: X4201<3/X4801<3; plan is not account type: X4203^=2/X4303^=2/X4404^=2/ X4803^=2/X4903^=2/X5003^=2) X4436(#1d) Altogether, how much (do you/does your [spouse/partner]) X5036(#2d) have in (your/her/his) account balance for any other pension plan or savings plan from this job? balances for any other pension plans or savings plans from this job? Code amount -1. Nothing 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; fewer than 4 pensions: X4201<4/X4801<4) X8449(#1d) Original value of remaining total for Rs who did not X8450(#2d) provide complete information within the grid structure (see introduction) Code amount 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; did not break off early in grid) X4437(#1d) Altogether, what other retirement payments (do you/does X5037(#2d) [he/she]) expect to receive from this other pension plan from this job? expect to receive from these other pension plans from this job? 1. Thrift or savings 2. 401K/403B/SRA 3. Profit sharing 4. Stock purchase/ESOP (Employee Stock Option Plan) 7. Deferred compensation 11. IRA-SEP (not to be confused with a regular IRA) 12. Defined-contribution plan; TIAA-CREF (Teachers Insurance and Annuity Association/College Retirement Equity Fund) 13. Money purchase plan 14. Tax-deferred savings/annuity (TDA); tax-sheltered annuity (TSA) 17. Other type of annuity/defined benefit plan 18. Other salary reduction plan; deferred compensation plan 24. Other state/local government plan 25. Other federal government plan 26. Other type of account 27 Combination -1. Nothing other than amount at X4436/X5036 -7. Other type of annuity/defined benefit plan 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; self-employed: X4106=2 or 3/X4706=2 or 3; no pensions: X4135^=1/X4735^=1; no plans where not currently drawing benefits: X4141=5/X4741=5; fewer than 4 pensions: X4201<4/X4801<4) ********************************************************* FOR THE PUBLIC DATASET, CODE 25 IS COMBINED WITH CODE 24 ********************************************************* X7232(#1) Does (your/her/his) employer offer any kind of tax-deferred X7299(#2) savings, 401K, or other such account plans for which (you are/[he/she] is) eligible but choose not to participate in? 1. *YES 5. *NO 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; self-employed: X4135^=1/X4735^=1; at least one account-type plan: X4203=2 or X4303=2 or X4403=2/X4803=2 or X4903=2 or X5003=2) ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- SECOND JOB OF HEAD AND SPOUSE/PARTNER ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- #1 refers to second job of head #2 refers to second job of spouse/partner ----------------------------------------------------------------------------- X4501(#1) (Are you/Is [he/she]) doing any work for pay now, other X5101(#2) than (your/her/his) main job, such as a second job, the military services, or (another) business of (your/her/his) own? 1. *YES 5. *NO 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse) Is this a second job, the military services, your (spouse's/partner's) own business, or what? (CODE ALL THAT APPLY) X4502(#1) *Second job X5102(#2) X4503(#1) *Military X5103(#2) X4504(#1) *Business X5104(#2) X4505(#1) *Other X5105(#2) 1. Checked (only for X4502-X4504/X5102-X5104) 5. Not checked Other non-inap responses for X4505/X5105 only 6. Consultant 7. Director; board member 8. Hobby 9. Manage investments/real estate 10. Third (or more) job 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no second job: X4501^=1/X5101^=1) ********************************************************* FOR THE PUBLIC DATASET, X4503/X5103 IS NOT INCLUDED BUT COMBINED WITH X4502/X5102 ********************************************************* X4507(#1) How many hours (do you/does [he/she]) work on these jobs X5107(#2) How many hours (do you/does [he/she]) work on this job in a normal week? Code number -1. None 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no second job: X4501^=1/X5101^=1) X4508(#1) Counting paid vacations as weeks of work, how many weeks X5108(#2) (do you/does [he/she]) work on these jobs in a normal year? Code number 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no second job: X4501^=1/X5101^=1) X4509(#1) About how much (do you/does [he/she]) earn before taxes X5109(#2) from these other jobs? Code amount -1. Nothing 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no second job: X4501^=1/X5101^=1) X4510(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X5110(#2) And how often (do you/does [he/she]) receive that amount? Code frequency 1. *Day 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only/in total 11. *Twice per year; every six months 12. *Bimonthly; every two months 31. Twice a month 14. *By the piece/job 18. Hour 22. Varies -1. Nothing -7. *Other 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; no second job: X4501^=1/X5101^=1) ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- EMPLOYMENT HISTORY OF HEAD AND SPOUSE/PARTNER ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- #1 refers to head #2 refers to spouse/partner ----------------------------------------------------------------------------- X4511(#1) Thinking about all your (spouse's/partner's) current work X5111(#2) for pay, (do you/does [he/she]) consider (yourself/herself/himself) 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". 1. Full-time 2. Part-time 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse) ----------------------------------------------------------------------------- CURRENTLY WORKING FULL-TIME ----------------------------------------------------------------------------- X4512(#1) (READ SLOWLY) Now I have a few questions about your X5112(#2) (spouse's/partner's) work experience. Including any periods of self-employment, the military, and (your/her/his) current job, since (you were/[he/she] was) 18, how many years (have you/has [he/she]) worked full-time? (Roughly how many years?) Code number of years -1. None 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working full-time: X4511^=1/ X5111^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 60 ********************************************************* X4513(#1) Including any self-employment and your (spouse's/partner's) X5113(#2) current job, for how many different employers (have you/has [he/she]) worked in full-time jobs lasting one year or more? Code number of employers -1. None 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working full-time: X4511^=1/ X5111^=1; less than one year of full-time employment: X4512<1/X5112<1) X4514(#1) Now, not counting (your/her/his) current job, (have you/has X5114(#2) [he/she]) ever had a full-time job with a different employer that lasted three years or more? 1. *YES 5. *NO 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working full-time: X4511^=1/ X5111^=1; less than one year of full-time employment: X4512<1/X5112<1; no jobs longer than a year: X4513<1/X5113<1) X4515(#1) I want to know about the longest such job (you/he/she) had. X5115(#2) Did (you/he/she) work for someone else, (were you/was [he/she]) self-employed, or what? 1. *Someone else 2. *Self-employed; other non-corporate business owned by PEU 3. Partnership; law firm; medical/dental partnership -7. *Other 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working full-time: X4511^=1/ X5111^=1; less than one year of full-time employment: X4512<1/X5112<1; no jobs longer than a year: X4513<1/X5113<1; no job longer than 3 years: X4514^=1/X5114^=1) X7406(#1) What kind of business or industry did (you/he/she) work X7416(#2) in -- that is, what did they make or do at the place where (you/he/she) worked? Code Census 1998 3-digit industry code See X7402/X7412 for definitions In the public version of the dataset, these codes have been collapsed in the following way: IF (10 <= 3-digit ind. code <=32) THEN ind. code=1; ELSE IF (40 <= 3-digit ind. code <=50) THEN ind. code=2; ELSE IF (60 <= 3-digit ind. code <=60) THEN ind. code=2; ELSE IF (100 <= 3-digit ind. code <=392) THEN ind. code=3; ELSE IF (500 <= 3-digit ind. code <=571) THEN ind. code=4; ELSE IF (580 <= 3-digit ind. code <=691) THEN ind. code=4; ELSE IF (700 <= 3-digit ind. code <=712) THEN ind. code=5; ELSE IF (721 <= 3-digit ind. code <=760) THEN ind. code=5; ELSE IF (400 <= 3-digit ind. code <=472) THEN ind. code=6; ELSE IF (761 <= 3-digit ind. code <=791) THEN ind. code=6; ELSE IF (800 <= 3-digit ind. code <=802) THEN ind. code=6; ELSE IF (810 <= 3-digit ind. code <=893) THEN ind. code=6; ELSE IF (900 <= 3-digit ind. code <=960) THEN ind. code=7; 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working full-time: X4511^=1/ X5111^=1; less than one year of full-time employment: X4512<1/X5112<1; no jobs longer than a year: X4513<1/X5113<1; no job longer than 3 years: X4514^=1/X5114^=1) X7405(#1) What sort of work (were you/was [he/she]) doing when X7415(#2) (you/he/she) left that job? (Tell me a little more about what (you/he/she) did.) Code Census 1998 3-digit occupation codes See X7401/X7411 for definitions In the public version of the dataset, these codes have been collapsed in the following way: IF (3 <= 3-digit occ. code <=37) THEN occ. code=1; ELSE IF (43 <= 3-digit occ. code <=199) THEN occ. code=1; ELSE IF (203 <= 3-digit occ. code <=235) THEN occ. code=2; ELSE IF (243 <= 3-digit occ. code <=285) THEN occ. code=2; ELSE IF (303 <= 3-digit occ. code <=389) THEN occ. code=2; ELSE IF (403 <= 3-digit occ. code <=407) THEN occ. code=3; ELSE IF (413 <= 3-digit occ. code <=427) THEN occ. code=3; ELSE IF (433 <= 3-digit occ. code <=469) THEN occ. code=3; ELSE IF (473 <= 3-digit occ. code <=499) THEN occ. code=6; ELSE IF (503 <= 3-digit occ. code <=699) THEN occ. code=4; ELSE IF (703 <= 3-digit occ. code <=799) THEN occ. code=5; ELSE IF (803 <= 3-digit occ. code <=859) THEN occ. code=5; ELSE IF (863 <= 3-digit occ. code <=889) THEN occ. code=5; ELSE IF (903 <= 3-digit occ. code <=905) THEN occ. code=3; 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working full-time: X4511^=1/ X5111^=1; less than one year of full-time employment: X4512<1/X5112<1; no jobs longer than a year: X4513<1/X5113<1; no job longer than 3 years: X4514^=1/X5114^=1) In what year did (you/he/she) start working at that job? X4518(#1) Code year (4 digits) X5118(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working full-time: X4511^=1/ X5111^=1; less than one year of full-time employment: X4512<1/X5112<1; no jobs longer than a year: X4513<1/X5113<1; no job longer than 3 years: X4514^=1/X5114^=1) X7233(#1) Code age X7300(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working full-time: X4511^=1/ X5111^=1; less than one year of full-time employment: X4512<1/X5112<1; no jobs longer than a year: X4513<1/X5113<1; no job longer than 3 years: X4514^=1/X5114^=1) X7234(#1) Code number of years X7301(#2) -1. None 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working full-time: X4511^=1/ X5111^=1; less than one year of full-time employment: X4512<1/X5112<1; no jobs longer than a year: X4513<1/X5113<1; no job longer than 3 years: X4514^=1/X5114^=1) In what year did (you/he/she) stop working at that job? X4519(#1) Code year (4 digits) X5119(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working full-time: X4511^=1/ X5111^=1; less than one year of full-time employment: X4512<1/X5112<1; no jobs longer than a year: X4513<1/X5113<1; no job longer than 3 years: X4514^=1/X5114^=1) X7235(#1) Code age X7302(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working full-time: X4511^=1/ X5111^=1; less than one year of full-time employment: X4512<1/X5112<1; no jobs longer than a year: X4513<1/X5113<1; no job longer than 3 years: X4514^=1/X5114^=1) X7236(#1) Code number of years X7303(#2) -1. None 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working full-time: X4511^=1/ X5111^=1; less than one year of full-time employment: X4512<1/X5112<1; no jobs longer than a year: X4513<1/X5113<1; no job longer than 3 years: X4514^=1/X5114^=1) X4520(#1) About how much (were you/was [he/she]) earning before taxes X5120(#2) when (you/he/she) stopped? Code amount -1. Nothing 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working full-time: X4511^=1/ X5111^=1; less than one year of full-time employment: X4512<1/X5112<1; no jobs longer than a year: X4513<1/X5113<1; no job longer than 3 years: X4514^=1/X5114^=1) X4521(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X5121(#2) And how often did (you/he/she) receive that amount? Code frequency 1. *Day 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only/in total 11. *Twice per year; every six months 12. *Bimonthly; every two months 31. Twice a month 14. *By the piece/job 18. *Hour 22. Varies -1. Nothing -7. *Other 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working full-time: X4511^=1/ X5111^=1; less than one year of full-time employment: X4512<1/X5112<1; no jobs longer than a year: X4513<1/X5113<1; no job longer than 3 years: X4514^=1/X5114^=1) X4522(#1) Since (you were/[he/she] was) 18, have there been years X5122(#2) when (you/your spouse/partner) worked only part-time? 1. *YES 5. *NO 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working full-time: X4511^=1/ X5111^=1) X4523(#1) About how many years in total did (you/he/she) only work X5123(#2) part-time? Code number of years -1. None 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working full-time: X4511^=1/ X5111^=1; no part-time work: X4522^=1/X5122^=1) Thinking now of the future, in what year or at what age (do you/does your [spouse/partner]) expect to stop working full-time? X7237(#1) *Code year (4-digits) X7304(#2) -2. *NEVER STOP 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working full-time: X4511^=1/ X5111^=1) X7728(#1) *Code age X7727(#2) -2. *NEVER STOP 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working full-time: X4511^=1/ X5111^=1) X4524(#1) *Code number of years X5124(#2) -2. *NEVER STOP -1. Less than a year 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working full-time: X4511^=1/ X5111^=1) DEPENDS was allowed as an response to this question. However, in processing, this answer was coded as a missing value and imputed. X6731/X6741 contain the verbatim response when R originally answered DEPENDS. X6731(#1) Code reason *DEPENDS X6741(#2) 6. As long as health lasts, as long as I can 7. Until have children 8. Until return to school; until get married; until other non-work activity 9. Until finances are adequate; depends on finances 10. Depends on Interest, How I feel 11. Depends upon opportunities/economy 12. Never go back full time 13. Whenever find job, ASAP 14. Depends upon health 15. After school, children 16. Only if need to, no plan 17. When R can turn over/sell the business 18. Depends on retirement age/incentives in future 19. Depends on what spouse/partner does; depends on spouse/partner health 20. Depends on family needs/situation 21. Depends on whether part-time work is available 22. Depends on when licensed 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working full-time: X4511^=1/ X5111^=1; original answer not DEPENDS) X4525(#1) (Do you/Does [he/she]) expect to work part-time after that? X5125(#2) 1. *YES 5. *NO 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working full-time: X4511^=1/ X5111^=1; answer to future full-time work NEVER STOP: X4524=-2/X5124=-2) DEPENDS was allowed as an response to this question. However, in processing, this answer was coded as a missing value and imputed. X6752/X6762 contain the verbatim response when R originally answered DEPENDS. X6752(#1) Code reason *DEPENDS X6762(#2) 1. Probably yes 3. If health lasts; if "feel like it"; health of other family members 4. If need the money; if "need to"; the "economy" 6. If still enjoying work 7. If there is an interesting opportunity 11. If get bored 13. Whenever find job, ASAP 15. After school, children 19. Depends on what spouse/partner does; depends on spouse/partner health 21. Depends on whether part-time work is available 22. Depends on when licensed 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working full-time: X4511^=1/ X5111^=1; answer to future full-time work NEVER STOP: X4524=-2/X5124=-2; original answer not DEPENDS) In what year (do you/does [he/she]) expect to stop working altogether? X7238(#1) Code year (4 digits) X7305(#2) -2. *NEVER STOP 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working full-time: X4511^=1/ X5111^=1) X7700(#1) Code age X7729(#2) -2. *NEVER STOP 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working full-time: X4511^=1/ X5111^=1) X4526(#1) Code number of years X5126(#2) -1. Less than a year -2. *NEVER STOP 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse) DEPENDS was allowed as an response to this question. However, in processing, this answer was coded as a missing value and imputed. X6732/X6742 contain the verbatim response when R originally answered DEPENDS. X6732(#1) Code reason *DEPENDS X6742(#2) 6. As long as health lasts, as long as I can 7. Until have children 8. Until return to school; until get married; until other non-work activity 9. Until finances are adequate; depends on finances 10. Depends on Interest, How I feel 11. Depends upon opportunities/economy 12. Never go back full time 13. Whenever find job, ASAP 14. Depends upon health 15. After school, children 16. Only if need to, no plan 17. When R can turn over/sell the business 18. Depends on retirement age/incentives in future 19. Depends on what spouse does; depends on spouse health 20. Depends on family needs/situation 21. Depends on whether part-time work is available 22. Depends on when licensed ----------------------------------------------------------------------------- CURRENTLY WORKING PART-TIME ----------------------------------------------------------------------------- X4527(#1) Now I have a few questions about your (spouse's/partner's) X5127(#2) work experience. Including any self-employment and your current job, since (you were/[he/she] was) 18, about how many years in total (have you/has [he/she]) worked part-time for all or most of the year? Code mnumber of years -1. Less than a year 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2) X4528(#1) Since (you were/[he/she] was) 18, (have you/has [he/she]) X5128(#2) ever worked full-time for pay -- including any self-employment and the military? 1. *YES 5. *NO 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2) X4529(#1) How many years (have you/has [he/she]) worked full-time for X5129(#2) all or most of the year? Code number of years -1. Less than a year 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no full-time jobs: X4528^=1/X5128^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 60 ********************************************************* X4530(#1) Was that five years or more? X5130(#2) INTERVIEWER CHECKPOINT - SEE X4529/X5129 1. R HAS WORKED FULL-TIME FOR 5 YEARS OR MORE OR DK 2. LESS THAN 5 YEARS 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no full-time jobs: X4528^=1/X5128^=1) In what year did (you/he/she) last work full-time for pay? ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X4531(#1) Code year (4 digits) X5131(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no full-time jobs: X4528^=1/X5128^=1; worked 5 years or more full-time: X4530=1/X5130=1) X7239(#1) Code age X7306(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no full-time jobs: X4528^=1/X5128^=1; worked 5 years or more full-time: X4530=1/X5130=1) X7240(#1) Code number of years X7307(#2) -1. Less than a year 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no full-time jobs: X4528^=1/X5128^=1; worked 5 years or more full-time: X4530=1/X5130=1) X4532(#1) About how much did (you/he/she) earn before taxes that year? X5132(#2) Code amount -1. Nothing 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no full-time jobs: X4528^=1/X5128^=1; worked 5 years or more full-time: X4530=1/X5130=1) X4533(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X5133(#2) And how often did (you/he/she) receive that amount? Code frequency 1. *Day 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only/in total 11. *Twice per year; every six months 12. *Bimonthly; every two months 31. Twice a month 14. *By the piece/job 18. *Hour 22. Varies -1. Nothing -7. *Other 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no full-time jobs: X4528^=1/X5128^=1; worked 5 years or more full-time: X4530=1/X5130=1) X4534(#1) Including any self-employment and any full-time work on X5134(#2) your (spouse's/partner's) current job, for how many different employers (have you/has [he/she]) worked in full-time jobs lasting one year or more? Code number of employers -1. None 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did not work 5 years or more full-time: X4530=^1/X5130^=1) X4535(#1) I want to know about the longest full-time job (you/he/she) X5135(#2) had. Was the employer the same as (your/his/her) current employer, (were you/was [he/she]) self-epmloyed, did (you/he/she) work for someone else, or what? 1. *Someone else 2. *Self-employed; other non-corporate business owned by PEU 3. Partnership; law firm; medical/dental partnership 4. *Same as current employer -7. *Other 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did not work 5 years or more full-time: X4530=^1/X5130^=1) X7408(#1) What kind of business or industry did (you/he/she) work in -- X7418(#2) that is, what did they make or do at the place where (you/he/she) worked? Code Census 1998 3-digit industry code See X7402/X7412 for definitions In the public version of the dataset, these codes have been collapsed in the following way: IF (10 <= 3-digit ind. code <=32) THEN ind. code=1; ELSE IF (40 <= 3-digit ind. code <=50) THEN ind. code=2; ELSE IF (60 <= 3-digit ind. code <=60) THEN ind. code=2; ELSE IF (100 <= 3-digit ind. code <=392) THEN ind. code=3; ELSE IF (500 <= 3-digit ind. code <=571) THEN ind. code=4; ELSE IF (580 <= 3-digit ind. code <=691) THEN ind. code=4; ELSE IF (700 <= 3-digit ind. code <=712) THEN ind. code=5; ELSE IF (721 <= 3-digit ind. code <=760) THEN ind. code=5; ELSE IF (400 <= 3-digit ind. code <=472) THEN ind. code=6; ELSE IF (761 <= 3-digit ind. code <=791) THEN ind. code=6; ELSE IF (800 <= 3-digit ind. code <=802) THEN ind. code=6; ELSE IF (810 <= 3-digit ind. code <=893) THEN ind. code=6; ELSE IF (900 <= 3-digit ind. code <=960) THEN ind. code=7; 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did not work 5 years or more full-time: X4530=^1/X5130^=1) X7407(#1) What sort of work (were you/was [he/she]) doing when you X7417(#2) stopped working full-time at that job? (Tell me a little more about what (you/he/she) did.) Code Census 1998 3-digit occupation codes See X7401/X7411 for definitions In the public version of the dataset, these codes have been collapsed in the following way: IF (3 <= 3-digit occ. code <=37) THEN occ. code=1; ELSE IF (43 <= 3-digit occ. code <=199) THEN occ. code=1; ELSE IF (203 <= 3-digit occ. code <=235) THEN occ. code=2; ELSE IF (243 <= 3-digit occ. code <=285) THEN occ. code=2; ELSE IF (303 <= 3-digit occ. code <=389) THEN occ. code=2; ELSE IF (403 <= 3-digit occ. code <=407) THEN occ. code=3; ELSE IF (413 <= 3-digit occ. code <=427) THEN occ. code=3; ELSE IF (433 <= 3-digit occ. code <=469) THEN occ. code=3; ELSE IF (473 <= 3-digit occ. code <=499) THEN occ. code=6; ELSE IF (503 <= 3-digit occ. code <=699) THEN occ. code=4; ELSE IF (703 <= 3-digit occ. code <=799) THEN occ. code=5; ELSE IF (803 <= 3-digit occ. code <=859) THEN occ. code=5; ELSE IF (863 <= 3-digit occ. code <=889) THEN occ. code=5; ELSE IF (903 <= 3-digit occ. code <=905) THEN occ. code=3; 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did not work 5 years or more full-time: X4530=^1/X5130^=1) When did (you/he/she) start working at that job? X4538(#1) Code year (4 digits) X5138(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did not work 5 years or more full-time: X4530=^1/X5130^=1) X7241(#1) Code age X7308(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did not work 5 years or more full-time: X4530=^1/X5130^=1) X7242(#1) Code number of years X7309(#2) -1. Less than a year 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did not work 5 years or more full-time: X4530=^1/X5130^=1) When did (you/he/she) stop working at that job? X4539(#1) Code year (4 digits) X5139(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did not work 5 years or more full-time: X4530=^1/X5130^=1) X7243(#1) Code age X7310(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did not work 5 years or more full-time: X4530=^1/X5130^=1) X7244(#1) Code number of years X7311(#2) -1. Less than a year 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did not work 5 years or more full-time: X4530=^1/X5130^=1) X4540(#1) About how much (were you/was [he/she]) earning before taxes X5140(#2) when (you/he/she) stopped? Code amount -1. Nothing 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did not work 5 years or more full-time: X4530=^1/X5130^=1) X4541(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X5141(#2) And how often did (you/he/she) receive that amount? Code frequency 1. *Day 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. Year 8. Lump sum; one payment only/in total 11. *Twice per year; every six months 12. *Bimonthly; every two months 31. Twice a month 14. By the piece/job 18. *Hour 22. Varies -1. Nothing -7. *Other 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did not work 5 years or more full-time: X4530=^1/X5130^=1) In what year did (you/your spouse/partner) last work full-time for pay? X4542(#1) Code year (4 digits) X5142(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did not work 5 years or more full-time: X4530=^1/X5130^=1) X7245(#1) Code age X7312(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no full-time jobs: X4528^=1/X5128^=1; did not work 5 years or more full-time: X4530=^1/X5130^=1) X7246(#1) Code number of years X7313(#2) -1. Less than a year 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2); no full-time jobs: X4528^=1/X5128^=1; did not work 5 years or more full-time: X4530=^1/X5130^=1) X4543(#1) Thinking now of the future, (do you/does your X5143(#2) [spouse/partner]) expect to do any full-time work for pay? 1. *YES 5. *NO 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2) DEPENDS was allowed as an response to this question. However, in processing, this answer was coded as a missing value and imputed. X6753/X6763 contain the verbatim response when R originally answered DEPENDS. X6753(#1) Code reaspon *DEPENDS X6763(#2) 3. If health lasts; if "feel like it"; health of other family members 4. If need the money; if "need to"; the "economy" 6. If still enjoying work 7. If there is an interesting opportunity 11. If get bored 13. Whenever find job, ASAP 15. After school, children 19. Depends on what spouse does; depends on spouse health 21. Depends on whether part-time work is available 22. Depends on when licensed 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; original answer not DEPENDS) In what year (do you/does [he/she]) expect to start working full-time? X7247(#1) *Code year (4 digits) X7314(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no future full-time work: X4543^=1/X5143^=1) X7248(#1) *Code age X7315(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no future full-time work: X4543^=1/X5143^=1) X4544(#1) *Code number of years X5144(#2) -1. Less than a year 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no future full-time work: X4543^=1/X5143^=1) DEPENDS was allowed as an response to this question. However, in processing, this answer was coded as a missing value and imputed. X6733/X6743 contain the verbatim response when R originally answered DEPENDS. X6733(#1) Code reason *DEPENDS X6743(#2) 6. As long as health lasts, as long as I can 7. Until have children 8. Until return to school; until get married; until other non-work activity 9. Until finances are adequate; depends on finances 10. Depends on Interest, How I feel 11. Depends upon opportunities/economy 12. Never go back full time 13. Whenever find job, ASAP 14. Depends upon health 15. After school, children 16. Only if need to, no plan 17. When R can turn over/sell the business 18. Depends on retirement age/incentives in future 19. Depends on what spouse/partner does; depends on spouse/partner health 20. Depends on family needs/situation 21. Depends on whether part-time work is available 22. Depends on when licensed 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; o future full-time work: X4543^=1/X5143^=1; original answer not DEPENDS) In what year (do you/does [he/she]) expect to stop working full-time? X7249(#1) *Code year (4 digits) X7316(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no future full-time work: X4543^=1/X5143^=1) X7701(#1) *Code age X7730(#2) 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no future full-time work: X4543^=1/X5143^=1) X4545(#1) *Code number of years X5145(#2) -1. Less than a year -2. *NEVER STOP 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no future full-time work: X4543^=1/X5143^=1) DEPENDS was allowed as an response to this question. However, in processing, this answer was coded as a missing value and imputed. X6734/X6744 contain the verbatim response when R originally answered DEPENDS. X6734(#1) Code reason *DEPENDS X6744(#2) 6. As long as health lasts, as long as I can 7. Until have children 8. Until return to school; until get married; until other non-work activity 9. Until finances are adequate; depends on finances 10. Depends on Interest, How I feel 11. Depends upon opportunities/economy 12. Never go back full time 13. Whenever find job, ASAP 14. Depends upon health 15. After school, children 16. Only if need to, no plan 17. When R can turn over/sell the business 18. Depends on retirement age/incentives in future 19. Depends on what spouse does; depends on spouse health 20. Depends on family needs/situation 21. Depends on whether part-time work is available 22. Depends on when licensed 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; no future full-time work: X4543^=1/X5143^=1; original answer not DEPENDS) In what year (do you/does [he/she]) expect to stop working for pay altogether? X7250(#1) *Code year (4 digits) X7317(#2) -2. *NEVER STOP 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2) X7702(#1) *Code age X7731(#2) -2. *NEVER STOP 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2) X4546(#1) *Code number of years X5146(#2) -1. Less than a year -2. *NEVER STOP 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2) DEPENDS was allowed as an response to this question. However, in processing, this answer was coded as a missing value and imputed. X6735/X6745 contain the verbatim response when R originally answered DEPENDS. X6735(#1) Code reason *DEPENDS X6745(#2) 6. As long as health lasts, as long as I can 7. Until have children 8. Until return to school; until get married; until other non-work activity 9. Until finances are adequate; depends on finances 10. Depends on Interest, How I feel 11. Depends upon opportunities/economy 12. Never go back full time 13. Whenever find job, ASAP 14. Depends upon health 15. After school, children 16. Only if need to, no plan 17. When R can turn over/sell the business 18. Depends on retirement age/incentives in future 19. Depends on what spouse does; depends on spouse health 20. Depends on family needs/situation 21. Depends on whether part-time work is available 22. Depends on when licensed 0. Inap. (not doing any work for pay: X4105=5/X4705=5;/ no spouse; not currently working part-time: X4511^=2/ X5111^=2; original response not DEPENDS) ----------------------------------------------------------------------------- CURRENTLY NOT WORKING ----------------------------------------------------------------------------- X4601(#1) Since (you were/[he/she] was) 18, (have you/has [he/she]) X5201(#2) ever worked full-time for pay? 1. *YES 5. *NO 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse) X4602(#1) How many years (have you/has [he/she]) worked full-time for X5202(#2) all or most of the year? Include any periods of self-employment, and the military. (Roughly, how many years?) Code number of years -1. None 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; never worked full-time: X4601^=1/X5201^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 60 ********************************************************* X4603(#1) Was that five years or more? X5203(#2) INTERVIEWER CHECKPOINT - SEE X4602/X5202 1. R HAS WORKED FULL-TIME FOR 5 YEARS OR MORE OR DK 2. LESS THAN 5 YEARS 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; never worked full-time: X4601^=1/X5201^=1) In what year did (you/he/she) last work full-time for pay? ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X4604(#1) Code year X5204(#2) 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; never worked full-time: X4601^=1/X5201^=1; at least 5 years full-time: X4603=1/X5203=1) X7251(#1) Code age X7318(#2) 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; never worked full-time: X4601^=1/X5201^=1; at least 5 years full-time: X4603=1/X5203=1) X7252(#1) Code number of years X7319(#2) -1. Less than one 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; never worked full-time: X4601^=1/X5201^=1; at least 5 years full-time: X4603=1/X5203=1) X4605(#1) About how much did (you/he/she) earn before taxes that year? X5205(#2) Code amount -1. Nothing 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; never worked full-time: X4601^=1/X5201^=1; at least 5 years full-time: X4603=1/X5203=1) X4606(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X5206(#2) And how often did (you/he/she) receive that amount? Code frequency 1. *Day 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only/in total 11. Twice per year; every six months 12. *Bimonthly; every two months 31. Twice a month 14. *By the piece/job 18. *Hour 22. Varies -1. Nothing -7. *Other 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; never worked full-time: X4601^=1/X5201^=1; at least 5 years full-time: X4603=1/X5203=1) X4607(#1) Including any self-employment, for how many different X5207(#2) employers (have you/has [he/she]) worked in full-time jobs lasting one year or more? Code number of employers -1. None 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; never worked full-time: X4601^=1/X5201^=1; less than 5 years full-time: X4603=2/X5203=2) X4608(#1) I want to know about this full-time job (you/he/she) X5208(#2) I want to know about the longest full-time job (you/he/she) had. Did (you/he/she) work for someone else, (were you/was [he/she]) self-employed, or what? 1. *Someone else 2. *Self-employed; other non-corporate business owned by PEU 3. Partnership; law firm; medical/dental partnership -7. *Other 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; never worked full-time: X4601^=1/X5201^=1; less than 5 years full-time: X4603=2/X5203=2) X7410(#1) What kind of business or industry did (you/he/she) work in -- X7420(#2) that is, what did they make or do at the place where (you/he/she) worked? Code Census 1998 3-digit industry code See X7402/X7412 for definitions In the public version of the dataset, these codes have been collapsed in the following way: IF (10 <= 3-digit ind. code <=32) THEN ind. code=1; ELSE IF (40 <= 3-digit ind. code <=50) THEN ind. code=2; ELSE IF (60 <= 3-digit ind. code <=60) THEN ind. code=2; ELSE IF (100 <= 3-digit ind. code <=392) THEN ind. code=3; ELSE IF (500 <= 3-digit ind. code <=571) THEN ind. code=4; ELSE IF (580 <= 3-digit ind. code <=691) THEN ind. code=4; ELSE IF (700 <= 3-digit ind. code <=712) THEN ind. code=5; ELSE IF (721 <= 3-digit ind. code <=760) THEN ind. code=5; ELSE IF (400 <= 3-digit ind. code <=472) THEN ind. code=6; ELSE IF (761 <= 3-digit ind. code <=791) THEN ind. code=6; ELSE IF (800 <= 3-digit ind. code <=802) THEN ind. code=6; ELSE IF (810 <= 3-digit ind. code <=893) THEN ind. code=6; ELSE IF (900 <= 3-digit ind. code <=960) THEN ind. code=7; 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; never worked full-time: X4601^=1/X5201^=1; less than 5 years full-time: X4603=2/X5203=2) X7409(#1) What sort of work (were you/was [he/she]) doing when X7419(#2) (you/he/she) left that job? (Tell me a little more about what (you/he/she) did.) Code Census 1998 3-digit occupation codes See X7401/X7411 for definitions In the public version of the dataset, these codes have been collapsed in the following way: IF (3 <= 3-digit occ. code <=37) THEN occ. code=1; ELSE IF (43 <= 3-digit occ. code <=199) THEN occ. code=1; ELSE IF (203 <= 3-digit occ. code <=235) THEN occ. code=2; ELSE IF (243 <= 3-digit occ. code <=285) THEN occ. code=2; ELSE IF (303 <= 3-digit occ. code <=389) THEN occ. code=2; ELSE IF (403 <= 3-digit occ. code <=407) THEN occ. code=3; ELSE IF (413 <= 3-digit occ. code <=427) THEN occ. code=3; ELSE IF (433 <= 3-digit occ. code <=469) THEN occ. code=3; ELSE IF (473 <= 3-digit occ. code <=499) THEN occ. code=6; ELSE IF (503 <= 3-digit occ. code <=699) THEN occ. code=4; ELSE IF (703 <= 3-digit occ. code <=799) THEN occ. code=5; ELSE IF (803 <= 3-digit occ. code <=859) THEN occ. code=5; ELSE IF (863 <= 3-digit occ. code <=889) THEN occ. code=5; ELSE IF (903 <= 3-digit occ. code <=905) THEN occ. code=3; 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; never worked full-time: X4601^=1/X5201^=1; less than 5 years full-time: X4603=2/X5203=2) In what year did (you/he/she) start working at that job? X4611(#1) Code year (4 digits) X5211(#2) 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; never worked full-time: X4601^=1/X5201^=1; less than 5 years full-time: X4603=2/X5203=2) X7253(#1) Code age X7320(#2) 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; never worked full-time: X4601^=1/X5201^=1; less than 5 years full-time: X4603=2/X5203=2) X7254(#1) Code number of years X7321(#2) -1. Less than a year 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; never worked full-time: X4601^=1/X5201^=1; less than 5 years full-time: X4603=2/X5203=2) In what year did (you/he/she) stop working at that job? X4612(#1) Code year (4 digits) X5212(#2) 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; never worked full-time: X4601^=1/X5201^=1; less than 5 years full-time: X4603=2/X5203=2) X7255(#1) Code age X7322(#2) 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; never worked full-time: X4601^=1/X5201^=1; less than 5 years full-time: X4603=2/X5203=2) X7256(#1) Code number of years X7323(#2) -1. Less than a year 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; never worked full-time: X4601^=1/X5201^=1; less than 5 years full-time: X4603=2/X5203=2) X4613(#1) About how much (were you/was [he/she]) earning before taxes X5213(#2) when (you/he/she) stopped? Code amount -1. Nothing 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; never worked full-time: X4601^=1/X5201^=1; less than 5 years full-time: X4603=2/X5203=2) X4614(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X5214(#2) And how often did (you/he/she) receive that amount? Code frequency 1. *Day 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only/in total 11. *Twice per year; every six months 12. *Bimonthly; every two months 31. Twice a month 14. *By the piece/job 18. *Hour 22. Varies -1. Nothing -7. *Other 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; never worked full-time: X4601^=1/X5201^=1; less than 5 years full-time: X4603=2/X5203=2) X4615(#1) Since (you were/[he/she] was) 18, were there any years when X5215(#2) (you/he/she) (only) worked part-time for all or most of the year? 1. *YES 5. *NO 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse) X4616(#1) For about how many years did (you/he/she) work part-time X5216(#2) (for all or most of the year)? Code number of years -1. Less than a year 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; no part-time work: X4615^=1/X5215^=1) X4617(#1) (Do you/Does [he/she]) expect to work for pay in the future? X5217(#2) 1. *YES 5. *NO 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse) In what year (do you/does your [spouse/partner]) expect to start working? X7257(#1) *Code year (4 digits) X7324(#2) 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; does not expect to work in future: X4617^=1/X5217^=1) X7258(#1) *Code age X7325(#2) 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; does not expect to work in future: X4617^=1/X5217^=1) X4618(#1) *Code number of years X5218(#2) -1. Less than a year 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; does not expect to work in future: X4617^=1/X5217^=1) DEPENDS was allowed as an response to this question. However, in processing, this answer was coded as a missing value and imputed. X6736/X6746 contain the verbatim response when R originally answered DEPENDS. X6736(#1) Code reason *DEPENDS X6746(#2) 6. As long as health lasts, as long as I can 7. Until have children 8. Until return to school; until get married; until other non-work activity 9. Until finances are adequate; depends on finances 10. Depends on Interest, How I feel 11. Depends upon opportunities/economy 12. Never go back full time 13. Whenever find job, ASAP 14. Depends upon health 15. After school, children 16. Only if need to, no plan 17. When R can turn over/sell the business 18. Depends on retirement age/incentives in future 19. Depends on what spouse does; depends on spouse health 20. Depends on family needs/situation 21. Depends on whether part-time work is available 22. Depends on when licensed 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; does not expect to work in future: X4617^=1/X5217^=1: original response not DEPENDS) X4619(#1) Will any of that be full-time work? X5219(#2) 1. *YES 5. *NO 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; does not expect to work in future: X4617^=1/X5217^=1) DEPENDS was allowed as an response to this question. However, in processing, this answer was coded as a missing value and imputed. X6754/X6764 contain the verbatim response when R originally answered DEPENDS. X6754(#1) Code reason *DEPENDS X6764(#2) 4. As soon as can find full-time job 6. Depends on pay 7. Depends on health or health-related issue 8. No particular plans 9. Expect to go into self-employment/expand time for self-employment 10. Depends upon family or child-care issues 11. Depends on opportunities/interest 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; does not expect to work in future: X4617^=1/X5217^=1; original response not DEPENDS) In what year (do you/does [he/she]) expect to start working full-time? X7259(#1) *Code year (4 digits) X7326(#2) 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; does not expect to work in future: X4617^=1/X5217^=1; does not expect to work full-time: X4619^=1/X5219^=1) X7260(#1) *Code age X7327(#2) 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; does not expect to work in future: X4617^=1/X5217^=1; does not expect to work full-time: X4619^=1/X5219^=1) X4620(#1) *Code number of years X5220(#2) -1. Less than a year 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; does not expect to work in future: X4617^=1/X5217^=1; does not expect to work full-time: X4619^=1/X5219^=1) DEPENDS was allowed as an response to this question. However, in processing, this answer was coded as a missing value and imputed. X6737/X6747 contain the verbatim response when R originally answered DEPENDS. X6737(#1) Code reason *DEPENDS X6747(#2) 6. As long as health lasts, as long as I can 7. Until have children 8. Until return to school; until get married; until other non-work activity 9. Until finances are adequate; depends on finances 10. Depends on Interest, How I feel 11. Depends upon opportunities/economy 12. Never go back full time 13. Whenever find job, ASAP 14. Depends upon health 15. After school, children 16. Only if need to, no plan 17. When R can turn over/sell the business 18. Depends on retirement age/incentives in future 19. Depends on what spouse does; depends on spouse health 20. Depends on family needs/situation 21. Depends on whether part-time work is available 22. Depends on when licensed 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; does not expect to work in future: X4617^=1/X5217^=1; does not expect to work full-time: X4619^=1/X5219^=1; original response not DEPENDS) In what year (do you/does [he/she]) expect to stop working full-time? X7261(#1) Code year (4 digits) X7328(#2) -2. *NEVER STOP 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; does not expect to work in future: X4617^=1/X5217^=1; does not expect to work full-time: X4619^=1/X5219^=1) X7703(#1) Code age X7732(#2) -2. *NEVER STOP 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; does not expect to work in future: X4617^=1/X5217^=1; does not expect to work full-time: X4619^=1/X5219^=1) X4621(#1) Code number of years X5221(#2) -1. Less than a year -2. *NEVER STOP 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; does not expect to work in future: X4617^=1/X5217^=1; does not expect to work full-time: X4619^=1/X5219^=1) DEPENDS was allowed as an response to this question. However, in processing, this answer was coded as a missing value and imputed. X6738/X6748 contain the verbatim response when R originally answered DEPENDS. X6738(#1) Code reason *DEPENDS X6748(#2) 6. As long as health lasts, as long as I can 7. Until have children 8. Until return to school; until get married; until other non-work activity 9. Until finances are adequate; depends on finances 10. Depends on Interest, How I feel 11. Depends upon opportunities/economy 12. Never go back full time 13. Whenever find job, ASAP 14. Depends upon health 15. After school, children 16. Only if need to, no plan 17. When R can turn over/sell the business 18. Depends on retirement age/incentives in future 19. Depends on what spouse does; depends on spouse health 20. Depends on family needs/situation 21. Depends on whether part-time work is available 22. Depends on when licensed 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; does not expect to work in future: X4617^=1/X5217^=1; does not expect to work full-time: X4619^=1/X5219^=1; oroginal response not DEPENDS) In what year (do you/does [he/she]) expect to stop working for pay altogether? X7262(#2) *Code year X7329(#2) -2. *NEVER STOP 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; does not expect to work in future: X4617^=1/X5217^=1) X7704(#1) *Code age X7733(#1) -2. *NEVER STOP 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; does not expect to work in future: X4617^=1/X5217^=1) X4622(#1) *Code number of years X5222(#2) -1. Less than a year -2. *NEVER STOP 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; does not expect to work in future: X4617^=1/X5217^=1) DEPENDS was allowed as an response to this question. However, in processing, this answer was coded as a missing value and imputed. X6739/X6749 contain the verbatim response when R originally answered DEPENDS. X6739(#1) Code reason *DEPENDS X6749(#2) 6. As long as health lasts, as long as I can 7. Until have children 8. Until return to school; until get married; until other non-work activity 9. Until finances are adequate; depends on finances 10. Depends on Interest, How I feel 11. Depends upon opportunities/economy 12. Never go back full time 13. Whenever find job, ASAP 14. Depends upon health 15. After school, children 16. Only if need to, no plan 17. When R can turn over/sell the business 18. Depends on retirement age/incentives in future 19. Depends on what spouse does; depends on spouse health 20. Depends on family needs/situation 21. Depends on whether part-time work is available 22. Depends on when licensed 0. Inap. (doing any work for pay: X4106^=0/X4706^=0;/ no spouse; does not expect to work in future: X4617^=1/X5217^=1; original response not DEPENDS) ----------------------------------------------------------------------------- INFORMATION LINKED FROM 1998 CURRENT POPULATION SURVEY BY OCCUPATION CODE FOR PRIOR JOB ----------------------------------------------------------------------------- X8171(#1) Recode: Unconditional mean wage for occupation group in 1998 X8172(#2) Code number 0. Inap. (/no spouse; no 3-digit occupation code for past job: X7405=0 and X7407=0 and X7409=0/X7415=0 and X7417=0 and X7419=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* For each occupation group, regressions were run separately for males and females of the log of annualized wages on a constant, a spline on age (AGE, MAX(0, AGE-35), MAX(0,AGE-55)), a dummy variable for part-time employment (1 = working 20 or fewer hours per week), a dummy variable for self-employment (1 = self-employed), a dummy for race (1 = Hispanic or non-white), and dummy variables for years of education (1 = : 12 years of education, some college or an Associate's degree, Bachelor's degree, higher degree than Bachelor's degree). If there were too few people in a CPS 3-digit occupation group, either the SCF case was matched to a neighboring occupation group, or the match was made at the level of the 2-digit occupation code. Some of the model coefficients may be identically zero where there are too few cases in the appropriate cells in the CPS data to identify these coefficients; for example, a coefficient for the [36,55) element of the age spline may be identically zero if there are no CPS cases in that age group for the given occupation. X8125(#1) Recode: 10000 * Intercept X8126(#2) Code number 0. Inap. (/no spouse; no 3-digit occupation code for past job: X7405=0 and X7407=0 and X7409=0/X7415=0 and X7417=0 and X7419=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8119(#1) Recode: For age in [1, 35]: 10000 * Coefficient of AGE X8120(#2) Code number 0. Inap. (/no spouse; no 3-digit occupation code for past job: X7405=0 and X7407=0 and X7409=0/X7415=0 and X7417=0 and X7419=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8121(#1) Recode: For age in [36, 55]: 10000 * Coefficient of MAX(0,AGE-35) X8122(#2) Code number 0. Inap. (/no spouse; no 3-digit occupation code for past job: X7405=0 and X7407=0 and X7409=0/X7415=0 and X7417=0 and X7419=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8123(#1) Recode: For age in [55, 999]: 10000 * Coefficient of MAX(0,AGE-55) X8124(#2) Code number 0. Inap. (/no spouse; no 3-digit occupation code for past job: X7405=0 and X7407=0 and X7409=0/X7415=0 and X7417=0 and X7419=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8332(#1) Recode: 10000 * Coefficient of dummy for part-time employment X8333(#2) Code number 0. Inap. (/no spouse; no 3-digit occupation code for past job: X7405=0 and X7407=0 and X7409=0/X7415=0 and X7417=0 and X7419=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8334(#1) Recode: 10000 * Coefficient of dummy for self-emlpoyment X8335(#2) Code number 0. Inap. (/no spouse; no 3-digit occupation code for past job: X7405=0 and X7407=0 and X7409=0/X7415=0 and X7417=0 and X7419=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8336(#1) Recode: 10000 * Coefficient of dummy for Hispanic or nonwhite X8337(#2) Code number 0. Inap. (/no spouse; no 3-digit occupation code for past job: X7405=0 and X7407=0 and X7409=0/X7415=0 and X7417=0 and X7419=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8338(#1) Recode: 10000 * Coefficient of dummy for 12 years of education X8339(#2) Code number 0. Inap. (/no spouse; no 3-digit occupation code for past job: X7405=0 and X7407=0 and X7409=0/X7415=0 and X7417=0 and X7419=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8340(#1) Recode: 10000 * Coefficient of dummy for some college or X8341(#2) Associate's degree Code number 0. Inap. (/no spouse; no 3-digit occupation code for past job: X7405=0 and X7407=0 and X7409=0/X7415=0 and X7417=0 and X7419=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8342(#1) Recode: 10000 * Coefficient of dummy for Bachelor's degree X8343(#2) Code number 0. Inap. (/no spouse; no 3-digit occupation code for past job: X7405=0 and X7407=0 and X7409=0/X7415=0 and X7417=0 and X7419=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8344(#1) Recode: 10000 * Coefficient of dummy for higher degree than X8345(#2) Bachelor's degree Code number 0. Inap. (/no spouse; no 3-digit occupation code for past job: X7405=0 and X7407=0 and X7409=0/X7415=0 and X7417=0 and X7419=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8127(#1) Recode: 10000 * Standard error log regression X8128(#2) Code number 0. Inap. (/no spouse; no 3-digit occupation code for past job: X7405=0 and X7407=0 and X7409=0/X7415=0 and X7417=0 and X7419=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8129(#1) Recode: Annualized level of expected income from regression X8130(#2) (corrected for non-zero expectation of error term for level) Code number 0. Inap. (/no spouse; no 3-digit occupation code for past job: X7405=0 and X7407=0 and X7409=0/X7415=0 and X7417=0 and X7419=0) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- CURRENT BENEFITS FROM SOCIAL SECURITY AND PENSIONS ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- X5301 Are you or your (spouse/partner) currently receiving Social Security benefit payments? (VERSION ASKED ONLY IF CURRENT JOB PENSION REPORTED AT X4140/X4740) Are you or your (spouse/partner) currently receiving Social Security benefit payments, or any other type of pension, retirement, or disability benefit payment? Are you currently receiving Social Security benefit payments? (VERSION ASKED ONLY IF CURRENT JOB PENSION REPORTED AT X4140/X4740) Are you currently receiving Social Security benefit payments, or any other type of pension, retirement, or disability benefit payment? REMEMBER! 'YOU' HERE MEANS THE DESIGNATED RESPONDENT 'SPOUSE/PARTNER' MEANS SPOUSE/PARTNER OF DESIGNATED R (DO NOT INCLUDE SUPPLEMENTAL SECURITY INCOME [SSI]) 1. *YES 5. *NO X5302 Do these include Social Security benefit payments? 1. *YES 5. *NO 0. Inap. (not receiving pension or Social Security benefits: X5301^=1) ----------------------------------------------------------------------------- #1 refers to Social Security benefits of head #2 refers to Social Security benefits of spouse/partner ----------------------------------------------------------------------------- X5303(#1) Are you and your (spouse/partner) currently receiving X5308(#2) Social Security payments or is only one of you? (Which one?) 1. Checked (Yes *Respondent; Yes *SPOUSE/PARTNER) 5. Not checked (including no spouse) 0. Inap. (not receiving pension or Social Security benefits: X5301^=1; not receiving Social Security: X5302^=1; no spouse/partner) X5304(#1) Are the payments you receive for retirement, disability, or X5309(#2) survivors benefits? Are the payments your (spouse/partner) receives for retirement, disability, or survivors benefits? 1. *Retirement 2. *Disability 3. *Survivors 6. Dependent's benefit 0. Inap. (not receiving pension or Social Security benefits: X5301^=1; not receiving Social Security: X5302^=1;/no spouse; not receiving Social Security: X5303^=1/X5308^=1) ********************************************************* FOR THE PUBLIC DATASET, CODE 6 IS COMBINED WITH CODE 3 ********************************************************* How long have you received these benefits? How long has he received these benefits? How long has she received these benefits? X5305(#1) Code number of years X5310(#2) -1. Less than a year 0. Inap. (not receiving pension or Social Security benefits: X5301^=1; not receiving Social Security: X5302^=1;/no spouse; not receiving Social Security: X5303^=1/X5308^=1) X7330(#1) Code age X7331(#2) 0. Inap. (not receiving pension or Social Security benefits: X5301^=1; not receiving Social Security: X5302^=1;/no spouse; not receiving Social Security: X5303^=1/X5308^=1) X7734(#1) Code year (4 digits) X7735(#2) 0. Inap. (not receiving pension or Social Security benefits: X5301^=1; not receiving Social Security: X5302^=1;/no spouse; not receiving Social Security: X5303^=1/X5308^=1) X5306(#1) How much do you receive each month or year? X5311(#2) How much does he receive each month or year? How much does she receive each month or year? Code amount -1. Nothing 0. Inap. (not receiving pension or Social Security benefits: X5301^=1; not receiving Social Security: X5302^=1;/no spouse; not receiving Social Security: X5303^=1/X5308^=1) X5307(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X5312(#2) And how often do you receive that amount? And how often does he receive that amount? And how often does she receive that amount? Code frequency 4. *Month 5. Quarter 6. *Year -7. *Other 0. Inap. (not receiving pension or Social Security benefits: X5301^=1; not receiving Social Security: X5302^=1;/no spouse; not receiving Social Security: X5303^=1/X5308^=1) X5313 Are you or your (spouse/partner) currently receiving any other retirement, pensions, or disability payments? Are you currently receiving any other retirement, pensions, or disability payments? 1. *YES 5. *NO 0. Inap. (not receiving pension or Social Security benefits: X5301^=1) X5314 Not counting Social Security, how many retirement, pension, or disability benefit payments are you and your (spouse/partner) currently receiving? How many retirement, pension, or disability benefit payments are you and your (spouse/partner) currently receiving? Not counting Social Security, how many retirement, pension, or disability benefit payments are you currently receiving? How many retirement, pension, or disability benefit payments are you currently receiving? Including the payments you told me you and your (spouse/partner) are receiving. Including the payments you told me you are receiving. Including the payments you told me your (spouse/partner) is receiving. (DO NOT INCLUDE INCOME FROM IRA AND KEOGH ACCOUNTS ALREADY REPORTED.) Code number 0. Inap. (not receiving pension or Social Security benefits: X5301^=1; no current pension benefits: X5313^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 7 ********************************************************* X6700 Originally reported value of X5314 (see introduction) Code number 0. Inap. (not receiving pension or Social Security benefits: X5301^=1; no current pension benefits: X5313^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 7 ********************************************************* ----------------------------------------------------------------------------- #1 refers to the first current pension benefit #2 refers to the second current pension benefit #3 refers to the third current pension benefit #4 refers to the fourth current pension benefit #5 refers to the fifth current pension benefit #6 refers to the sixth current pension benefit #7 refers all remaining current pension benefits ----------------------------------------------------------------------------- X5315(#1) For this benefit, who is receiving these payments, you or X5323(#2) X5331(#3) For the first benefit, who is receiving these payments, X5415(#4) you or your (spouse/partner)? X5423(#5) X5431(#6) 1. Head (Originally *RESPONDENT) 2. *SPOUSE/PARTNER 0. Inap. (not receiving pension or Social Security benefits: X5301^=1; no current pension benefits: X5313^=1; no benefits: X5314<1/less than 2 benefits: X5314<2/ less than 3 benefits: X5314<3/less than 4 benefits: X5314<4/less than 5 benefits: X5314<5/less than 6 benefits: X5314<6) X5316(#1) Is this a payment from a current job, past job, a X5324(#2) disability or military benefit, spouse's pension, or X5332(#3) something else? X5416(#4) X5424(#5) 1. *Current job pension X5432(#6) 2. *Past job pension; (except military) 3. *Disability 4. *Military; (includes military retirement or disability) 5. *Spouse pension 10. Pension through other family member 11. Union pension -7. *Other 0. Inap. (not receiving pension or Social Security benefits: X5301^=1; no current pension benefits: X5313^=1; no benefits: X5314<1/less than 2 benefits: X5314<2/ less than 3 benefits: X5314<3/less than 4 benefits: X5314<4/less than 5 benefits: X5314<5/less than 6 benefits: X5314<6) ********************************************************* FOR THE PUBLIC DATASET, CODES 2, 4, AND 11 ARE COMBINED WITH 1 ********************************************************* How long have you received these benefits? How long has (he/she) received these benefits? X5317(#1) Code number of years X5325(#2) -1. Less than one year X5333(#3) 0. Inap. (not receiving pension or Social Security X5417(#4) benefits: X5301^=1; no current pension benefits: X5313^=1; X5425(#5) no benefits: X5314<1/less than 2 benefits: X5314<2/ X5433(#6) less than 3 benefits: X5314<3/less than 4 benefits: X5314<4/less than 5 benefits: X5314<5/less than 6 benefits: X5314<6) X7332(#1) Code age X7333(#2) 0. Inap. (not receiving pension or Social Security X7334(#3) benefits: X5301^=1; no current pension benefits: X5313^=1; X7335(#4) no benefits: X5314<1/less than 2 benefits: X5314<2/ X7336(#5) less than 3 benefits: X5314<3/less than 4 benefits: X7337(#6) X5314<4/less than 5 benefits: X5314<5/less than 6 benefits: X5314<6) X7736(#1) Code year (4 digits) X7738(#2) 0. Inap. (not receiving pension or Social Security X7740(#3) benefits: X5301^=1; no current pension benefits: X5313^=1; X7742(#4) no benefits: X5314<1/less than 2 benefits: X5314<2/ X7744(#5) less than 3 benefits: X5314<3/less than 4 benefits: X7746(#6) X5314<4/less than 5 benefits: X5314<5/less than 6 benefits: X5314<6) X5318(#1) How much is received each month or year? X5326(#2) X5334(#3) Code amount X5418(#4) 0. Inap. (not receiving pension or Social Security X5426(#5) benefits: X5301^=1; no current pension benefits: X5313^=1; X5434(#6) no benefits: X5314<1/less than 2 benefits: X5314<2/ less than 3 benefits: X5314<3/less than 4 benefits: X5314<4/less than 5 benefits: X5314<5/less than 6 benefits: X5314<6) X5319(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X5327(#2) And how often is that amount received? X5335(#3) X5419(#4) Code frequency X5427(#5) 1. Day X5435(#6) 2. Week 3. Biweekly 4. *Month 5. Quarter 6. *Year 8. Lump sum; one payment only/in total 11. Twice per year; every six months 12. Bimonthly; every two months 31. Twice a month 14. By the piece/job 18. Hour 22. Varies -7. *Other 0. Inap. (not receiving pension or Social Security benefits: X5301^=1; no current pension benefits: X5313^=1; no benefits: X5314<1/less than 2 benefits: X5314<2/ less than 3 benefits: X5314<3/less than 4 benefits: X5314<4/less than 5 benefits: X5314<5/less than 6 benefits: X5314<6) X5320(#1) Has this payment been increased when the cost of living has X5328(#2) increased? X5336(#3) X5420(#4) 1. *YES X5428(#5) 5. *NO X5436(#6) 0. Inap. (not receiving pension or Social Security benefits: X5301^=1; no current pension benefits: X5313^=1; no benefits: X5314<1/less than 2 benefits: X5314<2/ less than 3 benefits: X5314<3/less than 4 benefits: X5314<4/less than 5 benefits: X5314<5/less than 6 benefits: X5314<6) X5322(#1) If you were to die, what percent of this payment would your X5330(#2) (husband/wife/partner) continue to receive or would the X5338(#3) payments stop? X5422(#4) X5430(#5) If your (husband/wife/partner) were to die, what percent of X5438(#6) this payment would you continue to receive or would the payments stop? Code percent * 100 -1. *Stop -2. Start at a later time, no indication of reduced benefit -3. Start at a later time, indication of reduced benefit -4. Lump sum payout -7. Other arrangement 0. Inap. (not receiving pension or Social Security benefits: X5301^=1; no current pension benefits: X5313^=1; no benefits: X5314<1/less than 2 benefits: X5314<2/ less than 3 benefits: X5314<3/less than 4 benefits: X5314<4/less than 5 benefits: X5314<5/less than 6 benefits: X5314<6; no spouse or partner) X6804(#7) How much do (you or your spouse/partner) receive per month or year from all other such pensions? Code amount 0. Inap. (not receiving pension or Social Security benefits: X5301^=1; no current pension benefits: X5313^=1; fewer than 7 benefits: X5314<7) X6805(#7) And how often is that amount received? 1. Day 2. Week 3. Biweekly 4. *Month 5. Quarter 6. *Year 8. Lump sum; one payment only/in total 11. Twice per year; every six months 12. Bimonthly; every two months 31. Twice a month 14. By the piece/job 18. Hour 22. Varies -7. *Other 0. Inap. (not receiving pension or Social Security benefits: X5301^=1; no current pension benefits: X5313^=1; fewer than 7 benefits: X5314<7) X8455(#7) Original value of all remaining current pension benefits for Rs who did not provide complete information within the grid structure (see introduction). Code amount 0. Inap. (not receiving pension or Social Security benefits: X5301^=1; no current pension benefits: X5313^=1; fewer than 7 benefits: X5314<7) X8456(#7) Original value of frequency. 1. Day 2. Week 3. Biweekly 4. *Month 5. Quarter 6. *Year 8. Lump sum; one payment only/in total 11. Twice per year; every six months 12. Bimonthly; every two months 31. Twice a month 14. By the piece/job 18. Hour 22. Varies -7. *Other 0. Inap. (not receiving pension or Social Security benefits: X5301^=1; no current pension benefits: X5313^=1; fewer than 7 benefits: X5314<7) ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- CASH SETTLEMENTS FROM PAST JOBS ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- X5501 Have you (or your [spouse/partner]) ever received a cash settlement from a pension or retirement plan of a previous job? Do not include severance pay or worker's compensation. Include settlements even if "rolled over" into a new pension plan, or an IRA or Keogh. 1. *YES 5. *NO X5502 How many different cash settlements have you or your (spouse/partner) received? How many different cash settlements have you received? Code number 0. Inap. (no setlements: X5501^=1) X6701 Originally reported value of X5502 (see introduction) Code number 0. Inap. (no setlements: X5501^=1) ----------------------------------------------------------------------------- #1 refers to first settlement #2 refers to second settlement #3 refers to third settlement #4 refers to fourth settlement #5 refers to fifth settlement #6 refers to all remaining settlements ----------------------------------------------------------------------------- X5503(#1) Who received this settlement, you or your (spouse/partner)? X5506(#2) X5509(#3) Who received the first cash1 settlement, you or your X5512(#4) (spouse/partner)? X5515(#5) 1. Head (Originally *Respondent) 2. *Spouse/partner 0. Inap. (no setlements: X5501^=1; no settlements: X5502<1/ less than 2 settlements: X5502<2/less than 3 settlements: X5502<3/less than 4 settlements: X5502<4/less than 5 settlements: X5502<5) X5504(#1) What was the amount of this settlement? X5507(#2) X5510(#3) What was the amount of this first cash1 settlement? X5513(#4) X5516(#5) Code amount 0. Inap. (no setlements: X5501^=1; no settlements: X5502<1/ less than 2 settlements: X5502<2/less than 3 settlements: X5502<3/less than 4 settlements: X5502<4/less than 5 settlements: X5502<5) In what year was this settlement received? In what year was the first cash settlement received? X5505(#1) Code year (4 digits) X5508(#2) 0. Inap. (no setlements: X5501^=1; no settlements: X5502<1/ X5511(#3) less than 2 settlements: X5502<2/less than 3 settlements: X5514(#4) X5502<3/less than 4 settlements: X5502<4/less than 5 X5517(#5) settlements: X5502<5) X7338(#1) Code age X7340(#2) 0. Inap. (no setlements: X5501^=1; no settlements: X5502<1/ X7342(#3) less than 2 settlements: X5502<2/less than 3 settlements: X7344(#4) X5502<3/less than 4 settlements: X5502<4/less than 5 X7346(#5) settlements: X5502<5) X7339(#1) Code number of years X7341(#2) -1. Less than a year X7343(#3) 0. Inap. (no setlements: X5501^=1; no settlements: X5502<1/ X7345(#4) less than 2 settlements: X5502<2/less than 3 settlements: X7347(#5) X5502<3/less than 4 settlements: X5502<4/less than 5 settlements: X5502<5) X6806(#6) How much in total did (you and your family living here) receive from all other such settlements? Code amount 0. Inap. (no setlements: X5501^=1; fewer than 7 settlements: X5502<7) X8457(#6) Original value of remaining total for Rs who did not provide complete informtion within the grid structure (see introduction). Code amount 0. Inap. (no setlements: X5501^=1; did not break off early in grid) What did you do with the money from (this/these) settlement(s) -- did you roll it over into an IRA, did you invest it in some other way, did you spend it on durables, did you spend it in some other way, or did you do something else? (CODE ALL THAT APPLY) X6775 *Rolled over X6776 *Other investment X6777 *Durables X6778 *Other purchases X6779 *Other(Specify) 1. Checked 5. Not checked 6. Paid bills/debts/living expenses (for X6779 only) 10. Moved to a new location (for X6779 only) 0. Inap. (no setlements: X5501^=1) ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- FUTURE PENSION BENEFITS ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- X5601 Now I want to ask about future pension benefits that you (and your [spouse/partner]) will receive in the future. Aside from Social Security and other pensions you have already told me about, do you (and your [spouse/partner]) expect to receive any (other) pensions in the future? 1. *YES 5. *NO X5602 How many such benefits do you or your (spouse/partner) expect to receive in the future? How many such benefits do you expect to receive in the future? Code number 0. Inap. (no future pensions: X5601^=1) X6702 Originally reported value of X5602 (see introduction) Code number 0. Inap. (no future pensions: X5601^=1) ----------------------------------------------------------------------------- #1 refers to first future pension benefit #2 refers to second future pension benefit #3 refers to third future pension benefit #4 refers to fourth future pension benefit #5 refers to fifth future pension benefit #6 refers to sixth future pension benefit #7 refers to all remaining future pension benefits ----------------------------------------------------------------------------- X5606(#1) Who expects to receive this benefit? X5614(#2) X5622(#3) Who expects to receive the largest benefit? X5630(#4) X5638(#5) IF R ANSWERS DK: Tell me about your benefits first. X5646(#6) WE DO NOT CARE WHICH PLAN IS LARGEST, TAKE ANY PLAN. 1. Head (Originally *Respondent) 2. *Spouse/partner 0. Inap. (no future pensions: X5601^=1; no future benefits: X5602<1/ less than 2 future benefits: X5602<2/less than 3 benefits X5602<3/less than 4 benefits: X5602<4/less than 5 benefits: X5602<5/ less than 6 benefits: X5602<6) X5603(#1) About this benefit, is this from a pension plan X5611(#2) X5619(#3) About the largest benefit, is this from a pension plan X5627(#4) X5635(#5) where a certain amount of money is accumulated in an X5643(#6) account for you, a formula plan that will give you a specific amount of income each month or year when you retire, or what? where a certain amount of money is accumulated in an account for your (spouse/partner), a formula plan that will give you a specific amount of income each month or year when (he/she) retires, or what? 1. *Income formula 2. *Account 3. *Both 0. Inap. (no future pensions: X5601^=1; no future benefits: X5602<1/ less than 2 future benefits: X5602<2/less than 3 benefits X5602<3/less than 4 benefits: X5602<4/less than 5 benefits: X5602<5/ less than 6 benefits: X5602<6) X7348(#1) When you retire, will you receive the money in the account X7350(#2) as a lump sum, or will you receive regular payments? X7352(#3) X7354(#4) When your (spouse/partner) retires, will (he/she) receive X7356(#5) the money in the account as a lump sum, or will (he/she) X7358(#6) receive regular payments? 1. *Lump sum 2. *Regular payments 0. Inap. (no future pensions: X5601^=1; no future benefits: X5602<1/ less than 2 future benefits: X5602<2/less than 3 benefits X5602<3/less than 4 benefits: X5602<4/less than 5 benefits: X5602<5/ less than 6 benefits: X5602<6; not an account-type plan: X5603^=2/X5611^=2/X5619^=2/X5627^=2/X5635^=2/ X5643^=2) X5604(#1) How much is in the account now? X5612(#2) X5620(#3) Code amount X5628(#4) -1. Nothing X5636(#5) 0. Inap. (no future pensions: X5601^=1; no future X5644(#6) benefits: X5602<1/ less than 2 future benefits: X5602<2/less than 3 benefits X5602<3/less than 4 benefits: X5602<4/less than 5 benefits: X5602<5/ less than 6 benefits: X5602<6; an income formula plan: X5603=1/X5611=1/X5619=1/X5627=1/X5635=1/ X5643=1) When do you expect to receive this pension? When does (he/she) expect to receive this pension? X7751(#1) Code number of years X7752(#2) -1. Less than a year X7753(#3) 0. Inap. (no future pensions: X5601^=1; no future X7754(#4) benefits: X5602<1/ less than 2 future benefits: X7755(#5) X5602<2/less than 3 benefits X5602<3/less than 4 X7756(#6) benefits: X5602<4/less than 5 benefits: X5602<5/ less than 6 benefits: X5602<6) X5607(#1) Code age X5615(#2) 0. Inap. (no future pensions: X5601^=1; no future X5623(#3) benefits: X5602<1/ less than 2 future benefits: X5631(#4) X5602<2/less than 3 benefits X5602<3/less than 4 X5639(#5) benefits: X5602<4/less than 5 benefits: X5602<5/ X5647(#6) less than 6 benefits: X5602<6) X7349(#1) Code year (4 digits) X7351(#2) 0. Inap. (no future pensions: X5601^=1; no future X7353(#3) benefits: X5602<1/ less than 2 future benefits: X7355(#4) X5602<2/less than 3 benefits X5602<3/less than 4 X7357(#5) benefits: X5602<4/less than 5 benefits: X5602<5/ X7359(#6) less than 6 benefits: X5602<6) X5608(#1) About how much do you expect them to be? X5616(#2) X5624(#3) About how much does (he/she) expect them to be? X5632(#4) X5640(#5) Code amount X5648(#6) -1. Nothing 0. Inap. (no future pensions: X5601^=1; no future benefits: X5602<1/ less than 2 future benefits: X5602<2/less than 3 benefits X5602<3/less than 4 benefits: X5602<4/less than 5 benefits: X5602<5/ less than 6 benefits: X5602<6; lump sum benefit: X7348=1/X7350=1/X7352=1/X7354=1/X7356=1/X7358=1) X5609(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED X5617(#2) And how often do you expect to receive that amount? X5625(#3) X5633(#4) Code frequency X5641(#5) 1. Day X5649(#6) 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only/in total 11. *Twice per year; every six months 12. *Bimonthly; every two months 31. Twice a month 14. By the piece/job 18. Hour 22. Varies -1. Nothing -7. *Other 0. Inap. (no future pensions: X5601^=1; no future benefits: X5602<1/ less than 2 future benefits: X5602<2/less than 3 benefits X5602<3/less than 4 benefits: X5602<4/less than 5 benefits: X5602<5/ less than 6 benefits: X5602<6; lump sum benefit: X7348=1/X7350=1/X7352=1/X7354=1/X7356=1/X7358=1) X6807(#7) How much in total do (you or your spouse/partner) expect to receive per month or year from all other such pensions in the future? Code amount 0. Inap. (no future pensions: X5601^=1; fewer than seven future benefits) X6808(#7) And how often do you expect to receive that amount? 1. Day 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only/in total 11. *Twice per year; every six months 12. *Bimonthly; every two months 31. Twice a month 14. By the piece/job 18. Hour 22. Varies -7. *Other 0. Inap. (no future pensions: X5601^=1; fewer than seven future benefits) X8458(#7) Original value of all remaining future pension benefits for Rs who did not provide complete information with the grid structure (see introduction). Code amount 0. Inap. (no future pensions: X5601^=1; did not break off early in grid) X8459(#7) Original value of frequency. 1. Day 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only/in total 11. *Twice per year; every six months 12. *Bimonthly; every two months 31. Twice a month 14. By the piece/job 18. Hour 22. Varies -7. *Other 0. Inap. (no future pensions: X5601^=1; did not break off early in grid) X7360 (Is this pension/Are any of these pensions) part of an IRA, KEOGH, or other pension plan you already told me about? 1. *Yes, IRA/KEOGH 2. *Yes, pension 3. Pension remain after removing plans reported earlier 4. Contrary to respondent's answer, unable to identify any such plans reported earlier 5. *No 6. Initially reported "YES, IRA/KEOGH," but no apparent link 7. Initially reported "YES, PENSION," but no apparent link 0. Inap. (no future pensions: X5601^=1) NOTE: All initial YES responses have been reconciled with the IRA/Keogh data and edited out of this grid. ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- INCOME, SUPPORT, ALIMONY ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- We have covered many sources of income in this interview. Because of the importance of income in this study, we would like to make sure we have the best overview of the sources of income you (and your family living here) received in 1997. X5701 Did you have income from wages and salaries? 1. *YES 5. *NO X5702 In total, how much income from wages and salaries did you receive in 1997, before deductions for taxes and anything else? did you and your family receive in 1997, before deductions for taxes and anything else? Code amount 0. Inap. (no wage income: X5701^=1) X5703 Did you have income or losses from Did you or anyone have income or losses from a professional practice, business, limited partnership, or farm? (Other than wages or salaries) 1. *YES 5. *NO X5704 In total, how much income from a professional practice, business, or farm did you receive in 1997, before deductions for taxes and anything else? did you and your family receive in 1997, before deductions for taxes and anything else? Code amount -1. Nothing -2. Negative value inferred from data on business 0. Inap. (no business income: X5703^=1) X5705 Did you have income from Did you or anyone have income from non-taxable investments such as municipal bonds? 1. *YES 5. *NO X5706 In total, how much income from non-taxable investments such as municipal bonds did you receive in 1997, before deductions for taxes and anything else? did you and your family receive in 1997, before deductions for taxes and anything else? Code amount 0. Inap. (no non-taxable income: X5705^=1) X5707 Did you have any other interest income? Did you or anyone have any other interest income? 1. *YES 5. *NO X5708 In total, how much other interest income In total, how much income from other interest did you receive in 1997, before deductions for taxes and anything else? did you and your family receive in 1997, before deductions for taxes and anything else? Code amount 0. Inap. (no other interest income: X5707^=1) X5709 Did you have income from Did you or anyone have income from dividends? 1. *YES 5. *NO X5710 In total, how much income from dividends did you receive in 1997, before deductions for taxes and anything else? did you and your family receive in 1997, before deductions for taxes and anything else? Code amount 0. Inap. (no dividend income: X5709^=1) X5711 Did you have income or losses from Did you or anyone have income or losses from net gains or losses from the sale of stocks, bonds, or real estate? 1. *YES 5. *NO X5712 In total, how much income from net gains or losses from the sale of stocks, bonds, or real estate did you receive in 1997, before deductions for taxes and anything else? did you and your family receive in 1997, before deductions for taxes and anything else? Code amount -1. Nothing 0. Inap. (no capital gains or losses: X5711^=1) X5713 Did you have income from Did you or anyone have income from net rent, trusts, or royalties from any other investment or business? 1. *YES 5. *NO X5714 In total, how much income from net rent, trusts, or royalties from any other investment or business did you receive in 1997, before deductions for taxes and anything else? did you and your family receive in 1997, before deductions for taxes and anything else? Code amount -1. Nothing 0. Inap. (no rental, trust, or royalty income: X5713^=1) X5715 Did you have income from Did you or anyone have income from unemployment or worker's compensation? 1. *YES 5. *NO X5716 In total, how much income from unemployment or worker's compensation did you receive in 1997, before deductions for taxes and anything else? did you and your family receive in 1997, before deductions for taxes and anything else? Code amount 0. Inap. (no unemployment income: X5715^=1) X5717 Did you have income from Did you or anyone have income from child support or alimony which you or your family here receive? 1. *YES 5. *NO X5718 In total, how much income from child support or alimony which you or your family here receive did you receive in 1997, before deductions for taxes and anything else? did you and your family receive in 1997, before deductions for taxes and anything else? Code amount 0. Inap. (no child support or alimony income: X5717^=1) X5719 Did you have income from Did you or anyone have income from ADC, AFDC, food stamps, or other forms of welfare or assistance such as SSI? 1. *YES 5. *NO X5720 In total, how much income from TANF, food stamps, or other forms of welfare or assistance did you receive in 1997, before deductions for taxes and anything else? did you and your family receive in 1997, before deductions for taxes and anything else? Code amount 0. Inap. (no welfare income: X5719^=1) X5721 Did you have income from Did you or anyone have income from Social Security or other pensions, annuities, or other disability or retirement programs? 1. *YES 5. *NO X5722 In total, how much income from Social Security or other pensions, annuities, or other disability or retirement programs did you receive in 1997, before deductions for taxes and anything else? did you and your family receive in 1997, before deductions for taxes and anything else? Code amount 0. Inap. (no Social Security, pension, or annuity income: X5721^=1) X5723 Did you have income from Did you or anyone have income from any other sources? 1. *YES 5. *NO X5725 What other sources? 1. Settlements; from lawsuits, divorce, insurance 2. Gambling winnings; prize money 3. Education scholarships or grants (not including loans); G.I. Bill; "fellowships" 4. Honorarium 11. "IRA", NFS; IRA withdrawal 12. Inheritance/gifts 13. Other help/support from relatives 14. Repayment of debts 15. Income tax refund 21. Care of foster child in the home 22. Housing subsidy/rent paid by a government agency or employer 23. Trustee fee; executor fee 24. Director's fee 25. Misc. other fees (e.g., fee for guaranteeing a loan, jury duty) 30. Sale of asset (coding as capital gain/loss has priority); combined interest and principal on notes/loans (other than X5707/8) 31. Alaska Permanent Fund 32. Payment from former employer (other than X5721/2) 0. Inap. (no other income: X5723^=1) ********************************************************* FOR THE PUBLIC DATASET, CODE 23 IS COMBINED WITH CODE 24; CODE 21 IS COMBINED WITH CODE 22; CODE 30 IS COMBINED WITH CODE 32; CODES 3, 4, AND 31 ARE COMBINED WITH CODE -7 ********************************************************* X5724 In total, how much income from any other sources did you receive in 1997, before deductions for taxes and anything else? did you and your family receive in 1997, before deductions for taxes and anything else? Code amount -1. Nothing 0. Inap. (no other income: X5725^=1) X7361 I would like to confirm that your total 1997 income from all I would like to confirm that your family's total 1997 income from all sources was {X5702+X5704+X5706+X5708+X5710+X5712+X5714+ X5716+X5718+X5720+X5722+X5724}. Is that correct? 1. *YES 5. *NO 0. Inap. (at least one value in {J5702,J5704,J5706, J5708,J5710,J5712,J5714,J5716,J5718,J5720,J5722,J5724} >=90) X5729 What would be the correct total? How much was the total income you received in 1997 from all sources, before taxes and other deductions were made? How much was the total income you and your family living here received in 1997 from all sources, before taxes and other deductions were made? Code amount -1. Nothing NOTE: if X7361=1, the computed total is held in X5729. NOTE: in the public version of the dataset, the X7361 may be YES, but the value of the income in X5729 may not be equal to X5702+X5704+X5706+X5708+X5710+X5712+X5714+X5716+ X5718+X5720+X5722+X5724 because of various operations applied to the data for disclosure avoidance. The details of this operation cannot be revealed, but a general discription of the process is available in the papers cited in the introduction to this codebook. X7650 Is this income unusually high or low compared to what you would expect in a "normal" year, or is it normal? 1. *High 2. *Low 3. *Normal NOTE: some respondents reported that their 1997 income was unusually high (low), but gave a normal income figure at X7362 that was higher (lower). These cases appear to be ones where the frame of reference for "normal" has shifted: e.g., a student made an unusually large amount last year as a student, but in a full-time job now makes more. Why is that? X6765 Code reason income unusually high 1. Capital gains 2. Sale of assets 3. Higher business/self-employment income 4. Higher return on investments 5. Worked more; took second job; started working 9. Pension settlement 10. Other Settlement 11. Bonus 12. Inheritance, executor fee 13. Good weather, good crop 14. Took more money out of business 15. Good economy n.e.c. 16. Unexpected income n.e.c. 17. Change in household composition 18. Salary increase/higher salary; promotion 19. Social security/retirement/support payments began or increased 21. Loans payed off 22. Changed jobs 23. Qualified for unemployment 24. Less able to work now; ill since then; other reason normal income lower now than before 30. Scholarship -7. Other 0. Inap. (income not unusually high: X7650^=1) ********************************************************* FOR THE PUBLIC DATASET, CODE 12 IS COMBINED WITH CODE 10 ********************************************************* X6766 Code reason income unusually low 1. Low business/self-employment income 2. Low returns on investments 3. Worked less; laid off; fired; other not working in past 4. Illness; disability 5. In school 6. Stopped working: child 7. Stopped working: retired 8. Stopped working: other 9. Current pension or other type of income not started yet 10. Depreciation 11. Business/job startup 12. Bad weather, bad crop 13. Took less money out of business 14. Bad economy n.e.c. 15. Change in household composition 16. Charitable donation made 17. Decrease in benefits 18. Legal expenses/law suit 19. Not enough tax write-offs/tax problems 20. Bankruptcy 21. Lower salary/wages 22. Capital loss 23. Moved 24. Social security/retirement/support payments stopped or decreased 25. Divorce 26. Inflation -7. Other 0. Inap. (income not unusually low: X7650^=2) ********************************************************* FOR THE PUBLIC DATASET, CODE 21 IS COMBINED WITH 19; CODE 20 IS COMBINED WITH CODE 14 ********************************************************* X7362 About what would your income have been if it had been a normal year? Code amount 0. inap. (income normal: X7650=3) X304 Over the past five years, did your total income go up more than prices, less than prices, or about the same as prices? Over the past five years, did your total family income go up more than prices, less than prices, or about the same as prices? 1. *Up more 2. *Up less 3. *About the same X7364 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? 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? 1. *Up more 2. *Up less 3. *About the same X7586 At this time, do you have a good idea of what your income for next year will be? At this time, do you have a good idea of what your family's income for next year will be? 1. *YES 5. *NO X7366 Do you usually have a good idea of what your next year's income will be? Do you usually have a good idea of what your family's next year's income will be? 1. *YES 5. *NO X5731 During 1997, did you pay any alimony, separation payments, or child support? During 1997, did you or anyone in your family living here pay any alimony, separation payments, or child support? 1. *YES 5. *NO X5732 Altogether, how much alimony and/or child support did you pay in 1997? Altogether, how much alimony and/or child support did you and your family pay in 1997? Code amount 0. Inap. (no alimony: X5731^=1) X5733 During 1997, did you (or anyone in your family living here) provide any (other) financial support for relatives or friends who do not live here? Please do not include alimony or child support. 1. *YES 5. *NO X5734 How much support did you pay? How much support did you and your family pay? Code amount 0. Inap. (no support given: X5733^=1) To whom was this support given? INTERVIEWER: CODE ALL THAT APPLY X5735 *Children under 18 X5736 *Children 18 and over X5737 *Parents (In-Law) X5738 *Grandchildren X5739 *Grandparents X5740 *Siblings (In-Law) X5741 *Niece/Nephew X5742 *Friend X5743 *Other 1. Checked (only for X5735-X5742) 5. Not checked 9. Ex-spouse (will be edited out if same as payments to separated spouse reported at X5925 or spouse version) (X5743 only) 10. Other relatives; "family" n.f.s. (X5743 only) 11. Aunt/Uncle (X5743 only) 25. Former employee (X5743 only) 0. Inap. (no support given: X5733^=1) X5744 Did you or your (spouse/partner) file, or do you expect to file, a 1997 Federal Income tax return? Did you file, or do you expect to file, a 1997 Federal Income tax return? 1. *YES - FILED 5. *NO - DO NOT EXPECT TO FILE 6. *YES - NOT YET FILED X5746 Did you and your (spouse/partner) file a joint return, did you file separately, or did only one of you file? Will you and your (spouse/partner) file a joint return, will you file separately, or will only one of you file? 1. *File Jointly 2. *File Separately 3. *Only R File 4. *Only S File 0. Inap. (did not file and does not expect to do so: X5744=5; no spouse) ----------------------------------------------------------------------------- #1 refers to joint return #2 refers to separate return for head #3 refers to separate return for spouse/partner ----------------------------------------------------------------------------- Did you and your (spouse/partner) file a schedule C, E, or F with your return? Will you and your (spouse/partner) file a schedule C, E, or F with your return? Did you file a schedule C, E, or F with your return? Will you file a schedule C, E, or F with your return? Did your (spouse/partner) file a schedule C, E, or F with (his/her) 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 X5747(#1) *Schedule C X7758(#2) X7762(#3) X5748(#1) *Schedule E X7759(#2) X7763(#3) X5749(#1) *Schedule F X7760(#2) X7764(#3) X5750(#1) None of these; originally *No X7761(#2) X7765(#3) 1. Checked 5. Not checked 0. Inap. (did not file and does not expect to do so: X5744=5; filed separately: X5746=2; only R filed: X5746=3; only spouse filed: X5746=4 /did not file and does not expect to do so: X5744=5; filed jointly: X5746=1; only spouse filed: X5746=4; /did not file and does not expect to do so: X5744=5; filed jointly: X5746=1; only R filed: X5746=3; no spouse) X7367(#1) Did you itemize deductions? X7368(#2) X7369(#3) Will you itemize deductions? Did (he/she) itemize deductions on the return? Will (he/she) itemize deductions on the return? 1. *YES 5. *NO 0. Inap. (did not file and does not expect to do so: X5744=5; filed separately: X5746=2; only R filed: X5746=3; only spouse filed: X5746=4 /did not file and does not expect to do so: X5744=5; filed jointly: X5746=1; only spouse filed: X5746=4; /did not file and does not expect to do so: X5744=5; filed jointly: X5746=1; only R filed: X5746=3; no spouse) X5751(#1) What was your and your (spouse/partner)'s total adjusted X7651(#2) gross income (AGI) on your 1997 tax return? (Form 1040, X7652(#3) Line 31) What will be your and your (spouse/partner)'s total adjusted gross income (AGI) on your 1997 tax return? (What do you think it will be?) (Form 1040, Line 31) What was your total adjusted gross income (AGI) on your 1997 tax return? (Form 1040, Line 31) What will be your total adjusted gross income (AGI) on your 1997 tax return? (What do you think it will be?) (Form 1040, Line 31) What was (his/her) total adjusted gross income (AGI) on (his/her) 1997 tax return? What will be (his/her) total adjusted gross income (AGI) on (his/her) 1997 tax return? (What do you think it will be?) Code amount -1. Nothing 0. Inap. (did not file and does not expect to do so: X5744=5; filed separately: X5746=2; only R filed: X5746=3; only spouse filed: X5746=4 /did not file and does not expect to do so: X5744=5; filed jointly: X5746=1; only spouse filed: X5746=4; /did not file and does not expect to do so: X5744=5; filed jointly: X5746=1; only R filed: X5746=3; no spouse) ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- INHERITANCES AND CHARITABLE CONTRIBUTIONS ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- X5801 Have you (or your [spouse/partner]) ever received an inheritance, or been given substantial assets in a trust or in some other form? Please include any gifts or inheritances you may have told me about earlier. DO NOT INCLUDE INHERITANCES FROM A DECEASED SPOUSE 1. *YES 5. *NO X5802 How many of these have you or your (spouse/partner) ever received? How many of these have you ever received? Code number 0. Inap. (no inheritances: X5801^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 5 ********************************************************* X6703 Originally reported value of X5802 (see introduction) Code number 0. Inap. (no inheritances: X5801^=1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 5 ********************************************************* ----------------------------------------------------------------------------- #1 refers to the first gift/inheritance #2 refers to the second gift/inheritance #3 refers to the third gift/inheritance #4 refers to all remaining gifts/inheritances ----------------------------------------------------------------------------- X5803(#1) Was that an inheritance, a trust, or what? X5808(#2) X5813(#3) Thinking about the largest of these, was that an inheritance, a trust, or what? 1. *INHERITANCE 2. *TRUST 3. *TRANSFER/GIFT 6. *INHERITED TRUST -7. *OTHER 0. Inap. (no inheritances: X5801^=1; no inheritances: X5802<1/less than 2 inheritances: X5802<2/less than 3 inheritances: X5802<3) X5804(#1) What was its approximate value at the time it was received? X5809(#2) X5814(#3) Code amount 0. Inap. (no inheritances: X5801^=1; no inheritances: X5802<1/less than 2 inheritances: X5802<2/less than 3 inheritances: X5802<3) X5805(#1) In what year was it received? X5810(#2) X5815(#3) Code year (4 digits) 0. Inap. (no inheritances: X5801^=1; no inheritances: X5802<1/less than 2 inheritances: X5802<2/less than 3 inheritances: X5802<3) ********************************************************* FOR THE PUBLIC DATASET, BOTTOM-CODED AT X8095-60 AND THEN ROUNDED TO NEAREST 5 ********************************************************* X5806(#1) From whom was it received? X5811(#2) X5816(#3) Code person 1. *Grandparent 2. *Parent 3. *Child 4. *Aunt/Uncle 5. *Sibling 6. *Friend 12. Government settlement/compensation 25. Family, n.e.c. 30. Divorced former spouse -7. *Other 0. Inap. (no inheritances: X5801^=1; no inheritances: X5802<1/less than 2 inheritances: X5802<2/less than 3 inheritances: X5802<3) ********************************************************* FOR THE PUBLIC DATASET, CODE 30 HAS BEEN COMBINED WITH CODE 25 ********************************************************* X5818(#4) How much altogether were any others you have received? Code amount 0. Inap. (no inheritances: X5801^=1; less than 4 inheritances: X5802<4) X8451(#4) Original value of remaining total for Rs who did not provide complete information within the grid structure (see introduction) Code amount 0. Inap. (no inheritances: X5801^=1; did not break off early in grid) X5819 Do you or your (spouse/partner) expect to receive a substantial inheritance or transfer of assets in the future? Do you expect to receive a substantial inheritance or transfer of assets in the future? 1. *YES 5. *NO X5821 About how much do you expect? Code amount 0. Inap. (no expected future inheritance: X5819^=1) X5822 During 1997, did you make charitable contributions of money or property totaling $500 or more? During 1997, did you or anyone in your family living here make charitable contributions of money or property totaling $500 or more? (Please do not include political contributions.) 1. *YES 5. *NO X5823 Roughly, how much did you contribute? Roughly, how much did your family contribute? Code amount 0. Inap. (no charitable contributions: X5822^=1) X7662 During 1997, did you volunteer an average of one hour or more a week to any charitable organizations? During 1997, did you or anyone in your family living here volunteer an average of one hour or more a week to any charitable organizations? (Please do not include time volunteered for political causes.) 1. *YES 5. *NO X5824 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 and your (spouse/partner)'s feelings? Would you say it is very important, important, somewhat important, or not important? feelings? Would you say it is very important, important, somewhat important, or not important? 1. *Very Important 2. *Important 3. *R and SP/PARTNER DIFFER 4. *Somewhat Important 5. *Not Important X5825 Do you and your (spouse/partner) expect to leave a sizable estate to others? Do you expect to leave a sizable estate to others? 1. *Yes 3. *POSSIBLY 5. *no ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- DEMOGRAPHIC CHARACTERISTICS ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- #1 refers to characteristics of head #2 refers to characteristics of spouse/partner ----------------------------------------------------------------------------- X5901(#1) I'd like to ask you some questions about your background. X6101(#2) What is the highest grade of school or year of college you completed? I'd like to ask you some questions about your (spouse/partner)'s background. What is the highest grade of school or year of college (he/she) completed? -1. No grades completed 1. *1ST GRADE 2. *2ND GRADE 3. *3RD GRADE 4. *4TH GRADE 5. *5TH GRADE 6. *6TH GRADE 7. *7TH GRADE 8. *8TH GRADE 9. *9TH GRADE 10. *10TH GRADE 11. *11TH GRADE 12. *12TH GRADE 13. *1 YEAR OF COLLEGE 14. *2 YEARS OF COLLEGE 15. *3 YEARS OF COLLEGE 16. *4 YEARS OF COLLEGE 17. *GRADUATE SCHOOL 0. Inap. (/no spouse) X5902(#1) Did you get a high school diploma or pass a high school X6102(#2) equivalency test? (Was that a diploma or GED?) Did (he/she) get a high school diploma or pass a high school equivalency test? (Was that a diploma or GED?) 1. *YES, DIPLOMA 2. *YES, GED 5. NO, *NEITHER 0. Inap. (/no spouse; more than 12 years of education: X5901>12/X6101>12) X5903(#1) Since completing your formal education, have you had X6103(#2) on-the-job training or other vocational training lasting 100 hours or more? Since completing (his/her) formal education, has (he/she) had on-the-job training or other vocational training lasting 100 hours or more? 1. *YES 5. *NO 0. Inap. (/no spouse; more than 12 years of education: X5901>12/X6101>12) X5904(#1) Did you get a college degree? X6104(#2) Did (he/she) get a college degree? 1. *YES 5. *NO 0. Inap. (/no spouse; 12 years or less of education: X5901<=12/X6101<=12) X5905(#1) What is the highest degree you have earned? X6105(#2) What is the highest degree (he/she) earned? INTERVIEWER: WE WANT THE DEGREE, NOT A LICENSE Code degree 1. *Associate's; and other junior college degree 2. *Bachelor's 3. *MA/MS; and other master's except MBA 9. *MBA 4. *Ph.D; including post-doctorate 5. *MD; DDS; Doctor of Osteopathy 6. *Law; JD 10. Nursing degree (RN, LPN) 11. Other certificate, Chiropractic, Naprapathy, Homeopathy, Pharmacology, teaching certificate 12. Other doctorate (DVM, Doctor of Divinity, etc.) -7. *Other 0. Inap. (/no spouse; 12 years or less of education: X5901=<12/X6101<=12; did not get a degree: X5904^=1/ X6104^-1) ********************************************************* FOR THE PUBLIC DATASET, CODE 9 IS COMBINED WITH CODE 3; CODES 5, 6, AND 12 ARE COMBINED WITH CODE 4; CODE 10 IS COMBINED WITH CODE 11 ********************************************************* X5906(#1) Has (he/she) ever been in the military service? X6106(#2) Have you ever been in the military service? 1. *YES 5. *NO 0. Inap. (/no spouse) X6809 X6810 X6811 X6812 X6813 X6814 (SHOW CARD 19) Which of these categories do you feel best describe you: white, black or African-American, Hispanic, Asian, Native American, or another race? (CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN) 1. *WHITE; *INCLUDE MIDDLE EASTERN/ARAB WITH WHITE 2. *BLACK/AFRICAN-AMERICAN 3. *HISPANIC/LATINO 4. *ASIAN 5. *AMERICAN INDIAN/ALASKA NATIVE 6. *NATIVE HAWAIIAN/PACIFIC ISLANDER -7. *OTHER ********************************************************* FOR THE PUBLIC DATA SET: ONLY X6809 AND X6810 ARE INCLUDED. FOR X6809, CODES 4, 5, AND 6 ARE COMBINED WITH CODE -7. IF AN ADDITIONAL RESPONSE WAS GIVEN IN X6810-X6814, X6810 IS SET TO 1; OTHERWISE X6810 IS SET TO 5. ********************************************************* NOTE: This question was asked only of the designated respondent (if X8000=5, this person is the head, otherwise it is the spouse/partner) NOTE: CARD 16 contains the following text printed in a vertical column: "Native American; Eskimo; Aleut," Asian; Pacific Islander," "Hispanic," "Black; African American," "White," "Other." X5910 Now I'd like to ask some questions about your family living elsewhere. Altogether, including children from previous marriages and adopted children, how many sons and daughters do you or your (spouse/partner) have who do not live with you? children, how many sons and daughters do you have who do not live with you? Code number -1. None ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 10 ********************************************************* X5911 How many of them are 25 or older? Is that child 25 or older? Code number -2. *ALL OF THEM -1. *NONE 0. Inap. (no children who do not live with R: X5910=-1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 5 ********************************************************* X5912 How many of them are less than 18 years old? Is that child less than 18 years old? Code number -2. *ALL OF THEM -1. *NONE 0. Inap. (no children who do not live with R: X5910=-1) ********************************************************* FOR THE PUBLIC DATASET, TOP-CODED AT 5 ********************************************************* How many years have you been married to your current spouse? How many years have you been living with your partner? X7370(#1) Code number of years -1. None 0. Inap. (/no spouse or partner in PEU: X107^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X7371(#1) Code age 0. Inap. (/no spouse or partner in PEU: X107^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8005(#1) Code year (4 digits) 0. Inap. (/no spouse or partner in PEU: X107^=1) ********************************************************* FOR THE PUBLIC DATASET, ROUNDED TO NEAREST 2 AND THEN BOTTOM-CODED AT X8095-60 ********************************************************* X7372(#1) What is your current legal marital status? Are you X7018(#2) married, separated, divorced, widowed, or have you never been married? 1. *MARRIED 3. *SEPARATED 4. *DIVORCED 5. *WIDOWED 6. *NEVER MARRIED 0. Inap. (/no spouse or partner: X102^=2 or 3) X6767(#1) Recode: number of years in previous marriage. X6768(#2) Code number of years -1. Less than one year 0. Inap. (not separated, widowed, or divorced: X8023^=3, 4, or 5 and X7372^=3, 4, or 5; R married and living with a parter: X8023=2 and X7372=1/Sp Married and living with a partner: X8023=2 & X7018=1; no spouse or partner) In what year were you separated from your spouse? In what year were you divorced? In what year were you widowed? In what year were you separated, divorced, or widowed? X8007(#1) Code year (4 digits) 0. Inap. (not separated, widowed, or divorced: X8023^=3, 4, or 5 and X7372^=3, 4, or 5) ********************************************************* FOR THE PUBLIC DATASET, ROUNDED TO NEAREST 2 AND THEN BOTTOM-CODED AT X8095-60 ********************************************************* X7373(#1) Code age 0. Inap. (not separated, widowed, or divorced: X8023^=3, 4, or 5 and X7372^=3, 4, or 5) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X7374(#1) Code number of years ago -1. Less than a year 0. Inap. (not separated, widowed, or divorced: X8023^=3, 4, or 5 and X7372^=3, 4, or 5) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* In what year did your current marriage begin? In what year did that marriage begin? X8008(#1) Code year 0. Inap. (not separated, widowed, or divorced and not married but living with a partner: X8023^=3, 4, or 5 and X7372^=3, 4, or 5 and [X8023^=1 or X7002^=1] and [X8023^=2 or X7372^=1]) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X7375(#1) Code age 0. Inap. (not separated, widowed, or divorced and not married but living with a partner: X8023^=3, 4, or 5 and X7372^=3, 4, or 5 and [X8023^=1 or X7002^=1] and [X8023^=2 or X7372^=1]) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X7376(#1) Code number of years -1. Less than a year 0. Inap. (not separated, widowed, or divorced and not married but living with a partner: X8023^=3, 4, or 5 and X7372^=3, 4, or 5 and [X8023^=1 or X7002^=1] and [X8023^=2 or X7372^=1]) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* In what year was your (spouse/partner) (separated/divorced/widowed)? X8016(#2) Code year (4 digits) 0. Inap. (partner not separated, widowed, or divorced: X7018^=3, 4, or 5) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X7383(#2) Code age 0. Inap. (partner not separated, widowed, or divorced: X7018^=3, 4, or 5) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X7384(#2) Code number of years ago -1. Less than a year 0. Inap. (partner not separated, widowed, or divorced: X7018^=3, 4, or 5) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* In what year did your partner's current marriage begin? In what year did that marriage begin? X8017(#2) Code year (4 digits) 0. Inap. (partner not currently married, separated, divorced, or widowed: X7018^=1, 3, 4, or 5) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X7385(#2) Code age 0. Inap. (partner not currently married, separated, divorced, or widowed: X7018^=1, 3, 4, or 5) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X7386(#2) Code number of years ago -1. Less than a year 0. Inap. (partner not currently married, separated, divorced, or widowed: X7018^=1, 3, 4, or 5) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X5925(#1) Do you receive support from your (husband/wife), do you pay X7387(#2) support, or is there no support involved? Do you receive support from your wife, do you pay support, or is there no support involved? Do you receive support from your husband, do you pay support, or is there no support involved? Does your partner receive support from his wife, does Does your partner receive support from her husband, does 1. *Receive Support 2. *No Support Involved 3. *Pay Support 0. Inap. (not married and living with partner, and not separated: X8023^=1 and X7372^=1 and X8023^=3 and X7372^=3/no partner or partner not married or separated: [X8023^=2 and X7002^=1] or [(X8023=2 or X7002=2) and X7018=1 or 3]) X5926(#1) How much do you receive? X6650(#2) How much does (he/she) receive? Code amount 0. Inap. (not married and living with partner, and not separated: X8023^=1 and X7372^=1 and X8023^=3 and X7372^=3/no partner or partner not married or separated: [X8023^=2 and X7002^=1] or [(X8023=2 or X7002=2) and X7018=1 or 3]; does not receive support: X5925^=1/X7387^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X5927(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED. X6651(#2) Is that weekly, monthly, quarterly, yearly, or what? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -7. *Other 0. Inap. (not married and living with partner, and not separated: X8023^=1 and X7372^=1 and X8023^=3 and X7372^=3/no partner or partner not married or separated: [X8023^=2 and X7002^=1] or [(X8023=2 or X7002=2) and X7018=1 or 3]; does not receive support: X5925^=1/X7387^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X5928(#1) How much do you pay? X6652(#2) How much does (he/she) pay? Code amount 0. Inap. (not married and living with partner, and not separated: X8023^=1 and X7372^=1 and X8023^=3 and X7372^=3/no partner or partner not married or separated: [X8023^=2 and X7002^=1] or [(X8023=2 or X7002=2) and X7018=1 or 3]; does not pay support: X5925^=3/X7387^=3) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X5929(#1) INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED. X6653(#2) Is that weekly, monthly, quarterly, yearly, or what? Code frequency 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. *Lump sum; one payment only 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month -7. *Other 0. Inap. (not married and living with partner, and not separated: X8023^=1 and X7372^=1 and X8023^=3 and X7372^=3/no partner or partner not married or separated: [X8023^=2 and X7002^=1] or [(X8023=2 or X7002=2) and X7018=1 or 3]; does not pay support: X5925^=3/X7387^=3) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X5930(#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 (husband/wife), or what? 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/wife), or what? 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? 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? 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? 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? 1. *Owned by R; or others in primary economic unit 2. *Owned Jointly 3. Mainly owned by spouse -1. No assets -7. *Other 0. Inap. (not married and living with partner, and not separated: X8023^=1 and X7372^=1 and X8023^=3 and X7372^=3) X7377(#1) Was this your first marriage, or had you been married before? X7392(#2) Is your marriage to your absent spouse your first marriage, or have you been married before? Is this your first marriage, or have you been married before? Is this your (spouse/partner)'s first marriage, or has (he/she) been married before? Was this your partner's first marriage, or has (he/she) been married before? 1. *First Marriage 2. *Married Before 0. Inap. (never married: X8023=6 or X7372=6/no spouse or partner or partner not married before: [X8023^=1 or 2 and X7002^=1] or X7018^-3, 4, or 5) How old were you when you were married the first time? How old was (he/she) when (he/she) was married the first time? X7378(#1) Code year (4 digits) X7393(#2) 0. Inap. (never married: X8023=6 or X7372=6/partner not married before: X105=6; not married before: X7377^=2/ spouse not married before: X7392^=2) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8011(#1) Code age X8018(#2) 0. Inap. (never married: X8023=6 or X7372=6/partner never married: X105=6) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X7379(#1) Code number of years ago X7394(#2) -1. Less than a year 0. Inap. (never married: X8023=6 or X7372=6/partner never married: X105=6) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X6026(#1) Now I'd like to ask about your parents. X6120(#2) Is your mother still living? Is your (spouse/partner)'s mother still living? 1. *YES 5. *NO 0. Inap. (/no spouse) X6027(#1) What is her age? X6121(#2) Code age 0. Inap. (/no spouse; mother not living: X6026^=1) ********************************************************* FOR THE PUBLIC DATASET, ROUNDED TO NEAREST 5. ********************************************************* X6028(#1) Is your father still living? X6122(#2) Is your (spouse/partner)'s father still living? 1. *YES 5. *NO 0. Inap. (/no spouse) X6029(#1) What is his age? X6123(#2) Code age 0. Inap. (/no spoue; father not living: X6028^=1) ********************************************************* FOR THE PUBLIC DATASET, ROUNDED TO NEAREST 5. ********************************************************* X7380(#1) Now I'd like to ask you some questions about your health; X7395(#2) do you currently smoke? Now I'd like to ask you some questions about your (spouse/partner)'s health; does your (spouse/partner) currently smoke? 1. *YES 5. *NO 0. Inap. (/no spouse) X6030(#1) Would you say your health is excellent, good, fair, or poor? X6124(#2) Would you say your (spouse/partner)'s health in general is excellent, good, fair, or poor? 1. *Excellent 2. *Good 3. *Fair 4. *Poor 0. Inap. (/no spouse) X7381(#1) About how old do you think you will live to be? X7396(#2) If we asked your (spouse/partner), about how old do you think (he/she) would say that (he/she) expects to live to be? Code age 0. Inap. (/no spouse) ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- HEALTH INSURANCE ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- 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 X6301 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? 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? Are you currently eligible to receive benefits from any government health insurance programs, such as Medicare, Medicaid, or CHAMPUS, VA, or other military programs? INTERVIEWER: WE DO NOT WANT TO INCLUDE HEALTH INSURANCE FROM A GOVERNMENT JOB IN THIS QUESTION. 1. *YES 5. *NO Which program is that? (Anything else?) (CODE ALL THAT APPLY.) INTERVIEWER: MAINLY ONLY PERSONS 65 0R OLDER SHOULD BE ELIGIBLE FOR MEDICARE. ONLY POOR PERSONS SHOULD BE ELIGIBLE FOR MEDICAID. CHAMPUS IS FOR ACTIVE MILITARY. X6302 *Medicare X6303 *Medicaid X6304 *VA X7399 *Champus/Tri-Care X6305 *Other 1. Checked (only for X6302, X6303, X6304, and X7399) 5. Not checked 6. Women, Infants, and Children (WIC), other federal welfare (X6305 only) 7. Other federal government plans (X6305 only) 8. Other local government plans (X6305 only) 9. Non-US government health plan -7. Other (X6305 only) 0. Inap. (no government insurance: X6301^=1) NOTE: This does not include civil service health plans, which are treated as private plans. ********************************************************* FOR THE PUBLIC DATASET, CODE 7 IS COMBINED WITH CODE 8 (X6305 ONLY); X7399 IS NOT INCLUDED BUT IS COMBINED WITH X6304 ********************************************************* X6306 Is everyone living here covered by this program? Is everyone living here covered by one of these programs? 1. *YES 5. *NO 0. Inap. (no government insurance: X6301^=1) Who is not covered? (CODE ALL THAT APPLY) X6308 Head; Orginally *Respondent X6309 *Spouse/partner X6310 Child(ren) under 18 X6311 Child(ren) 18 and Over X6312 Father (In-Law) X6313 Mother (In-Law) X6314 *Other 1. Checked (only for X6308, X6309, X6310, X6311, X6312, and X6313) 5. Not checked 8. Other relative living there (X6314 only) 9. Paid help (X6314 only) 10. Other unrelated person living there (X6314 only) 11. Grandchild (X6314 only) -7. Other (X6314 only) 0. Inap. (no government insurance: X6301^=1; everyone covered by government plan: X6306=1) X6315 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? 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? 1. *YES 5. *NO Is this coverage obtained through your employer, former employer, or union, your (spouse/partner)'s employer, former employer, or union, through direct payments to an insurance company, AARP, or somewhere else? Is this coverage obtained through your employer, former employer, or union, through direct payments to an insurance company, AARP, or somewhere else? Is this coverage obtained through your employer or former employer, a union, through direct payments to an insurance company, AARP, or what? X6316 Head's Employer; Originally *Respondent's Employer X6317 Head's Former Employer; Originally *Respdondent's Former Employer X6318 R's *Union X6319 *Spouse/partner's employer X6320 *Spouse/partner's Former Employer X6321 *Spouse/partner's Union X6322 *DIRECTLY FROM INSURANCE CO.; Direct Payment X7767 *AARP X6323 *OTHER 1. Checked (only for X6316-X6322 and X7767) 5. Not checked 10. School (X6323 only) 11. Another person in HU (X6323 only) 12. Employer of another person in HU (X6323 only) 13. Another person outside of HU (incl. ex-spouse) (X6323 only) 14. Employer of person outside of HU (X6323 only) 20. Membership organization (except AARP) (X6323 only) 22. State/local government-sponsored private plan (except employer) (X6323 only) 0. Inap. (no private insurance: X6315^=1) NOTE: The point is who gives access. If R pays part and employer pays part, the answer is Employer since it is the employer who provides the option. How is this coverage paid for - by you, by an employer, by you and an employer, by a relative, or what? How is this coverage paid for - by you, by an employer, by you and an employer, by a relative, or what? X6324 Someone in the primary economic unit; Originally *Respondent/family X6325 *Employer X6326 *Relative X6327 *FORMER EMPLOYER X6328 *Other 1. Checked (only for X6324-X6327) 5. Not checked 6. Employer of someone else in HH other than R/Spouse/partner (X6328 only) 7. Employer of person outside HH, incl. relatives/ ex-spouse (X6328 only) 8. Ex-spouse (X6328 only) 9. Government (X6328 only) 10. Union (X6328 only) 11. Other organization (including church, fraternal organizations, etc.) (X6328 only) 0. Inap. (no private insurance: X6315^=1) X7666 How much do you pay for this insurance? How much do you and your other household members pay for this insurance? Code amount 0. Inap. (no private insurance: X6315^=1; insurance not paid for by anyone in PEU: X6324^=1) X7667 INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED. And is that weekly, monthly, quarterly, yearly, or what? Code frequency 1. Day 2. *Week 3. *Biweekly 4. *Month 5. *Quarter 6. *Year 8. In total 11. *Twice per year 12. *Bimonthly; every two months 31. Twice a month 22. Varies 29. Per visit -7. *Other 0. Inap. (no private insurance: X6315^=1; insurance not for by anyone in PEU: X6324^=1) X6329 Is everyone in your household covered by at least one of these private health programs? 1. *YES 5. *NO 0. Inap. (no private insurance: X6315^=1) Who is not covered (including those with independent finances)? (Anyone else?) (CODE ALL THAT APPLY) X6330 Head; Originally *Respondent X6331 *Spouse/partner X6332 Child(ren) under 18 X6333 Child(ren) 18 and Over X6334 Father (incl. In-Law) X6335 Mother (incl. In-Law) X6336 *Other 1. Checked (only for X6330, X6331, X6332, X6333, X6334, and X6335) 2. Other adult relative(s) (X6336 only) 5. Not checked 8. Other relative living there (X6336 only) 9. Paid help (X6336 only) 10. Other unrelated person living there (X6336 only) 11. Other adult relative(s) -7. Other (X6336 only) 0. Inap. (no private insurance: X6315^=1; everyone covered: X6329=1) X7397 Is everyone in your family covered by some type of public or private health insurance? 1. *YES 5. *NO 0. (no government or no private coverage: X6301^=1 or X6315^=1; everyone covered: X6306=1 or X6329=1) X6337 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 Code reason 1. *TOO EXPENSIVE, CAN'T AFFORD HEALTH INSURANCE 2. *CAN'T GET HEALTH INSURANCE BECAUSE OF POOR HEALTH, AGE, OR ILLNESS 3. *DON'T BELIEVE IN HEALTH INSURANCE 4. *NOT MUCH SICKNESS IN THE FAMILY - WE HAVEN'T NEEDED INSURANCE 5. *DISSATISFIED WITH PREVIOUS INSURANCE 6. *JOB LAYOFF OR JOB LOSS 7. *EVERYONE COVERED BY SOME HEALTH INSURANCE 11. Not covered on job yet, but will be soon; negotiating now 12. Too old for parental coverage 13. Haven't gotten around to it 14. Lost public assistance 15. Not eligible 18. Not offered by employer 95. Those without private insurance are already covered by Medicare/Medicaid -7. *SOME OTHER REASON 0. (everyone covered: X6306=1 or X6329=1 or X7397=1) NOTE: CARD 17 contains the following text in a vertical column: "Too expensive, can't afford health insurance," " Can't get insurance because of poor health, age, or illness," "Don't believe in health insurance," "Not much sickness in the family; we haven't needed insurance," "Dissatisfied with previous insurance," "Job layoff or job loss," "Some other reason." ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- INCOME, ASSETS AND DEBTS OF HOUSEHOLD MEMBERS OUTSIDE THE PRIMARY ECONOMIC UNIT ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- X6402 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. 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. Does he receive any income from wages or salaries? Does she receive any income from wages or salaries? Do they receive any income from wages or salaries? Do any of these other adults receive income from wages or salaries? 1. *YES 5. *NO 0. Inap. (no HH members outside the primary economic unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5) X6403 Roughly how much total income did he have from wages and salaries in 1997 before taxes and deductions? Roughly how much total income did she have from wages and salaries in 1997 before taxes and deductions? Roughly how much total income did they have from wages and salaries in 1997 before taxes and deductions? Roughly how much total income did they have from wages and salaries in 1997 before taxes and deductions? Code amount -1. Nothing in 1997 0. Inap. (no HH members outside the primary economic unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5; no wages: X6402^=1) X6404 Did you include this amount in the income you told me about earlier in this interview? (Where did you tell me about this income?) 3. *YES, amount edited out earlier 4. *YES, but no apparent match in the data: nothing changed 5. *NO 0. Inap. (no HH members outside the primary economic unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5; no wages: X6402^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X6405 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)? 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)? 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)? 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)? 1. *YES 5. *NO 0. Inap. (no HH members outside the primary economic unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5) What other sources of income does he have? What other sources of income does she have? What other sources of income do they have? What other sources of income do they have? X6406 *Social Security X6407 *Pensions X6408 *Disability X6409 *Public Assistance X6410 *Interest Income X6411 *Dividends X6412 *Business X6413 *Real Estate X6414 *Other 1. Checked (only for X6406-X6413) 5. Not checked 10. Unemployment compensation (X6414 only) 11. Private transfers, including alimony and support (X6414 only) 12. Other government transfers; miscellaneous Alaskan funds (X6414 only) 0. Inap. (no HH members outside the primary economic unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5; no other income: X6405^=1) X6415 Roughly how much total income did he have from Roughly how much total income did she have from Roughly how much total income did they have from Roughly how much total income did they have from all these sources in 1997 before taxes and deductions? all this source in 1997 before taxes and deductions? Code amount 0. Inap. (no HH members outside the primary economic unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5; no other income: X6405^=1) X6416 Did you include this amount in the income you told me about earlier in this interview? (Where did you tell me about this income?) 3. *YES, amount edited out earlier 4. *YES, but no apparent match in the data: nothing changed 5. *NO 0. Inap. (no HH members outside the primary economic unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5; no other income: X6405^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X6417 Does he have any cars or other vehicles? Does she have any cars or other vehicles? Do they have any cars or other vehicles? Do any of them have any cars or other vehicles? 1. *YES 5. *NO 0. Inap. (no HH members outside the primary economic unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5) X6418 Roughly how much (is this/are these) vehicle(s) worth now? Code amount 0. Inap. (no HH members outside the primary economic unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5; no vehicles: X6417^=1) X6419 Did you include (this/these) vehicle(s) in the ones you told me about earlier in this interview? (Where did you tell me about this/these vehicles?) 3. *YES, amount edited out earlier 4. *YES, but no apparent match in the data: nothing changed 5. *NO 0. Inap. (no HH members outside the primary economic unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5; no vehicles: X6417^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X6420 Does he have any bank accounts, savings accounts, or savings bonds? Does she have any bank accounts, savings accounts, or savings bonds? Do they have any bank accounts, savings accounts, or savings bonds? Do they have any bank accounts, savings accounts, or savings bonds? 1. *YES 5. *NO 0. Inap. (no HH members outside the primary economic unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5) X6421 Roughly how much in total does he have in bank accounts, savings accounts, or savings bonds? Roughly how much in total does she have in bank accounts, savings accounts, or savings bonds? Roughly how much in total do they have in bank accounts, savings accounts, or savings bonds? Roughly how much in total do they have in bank accounts, savings accounts, or savings bonds? Code amount 0. Inap. (no HH members outside the primary economic unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5; no bank accounts: X6420^=1) X6422 Did you include this amount when you told me about these items earlier in this interview? (Where did you tell me about this/these items?) 3. *YES, amount edited out earlier 4. *YES, but no apparent match in the data: nothing changed 5. *NO 0. Inap. (no HH members outside the primary economic unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5; no bank accounts: X6420^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X6423 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)? 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)? 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)? 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)? 1. *YES 5. *NO 0. Inap. (no HH members outside the primary economic unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5) What other kinds of assets does he have? What other kinds of assets does she have? What other kinds of assets do they have? What other kinds of assets do they have? X6424 R's Home; (Orginally *YOUR HOME) X6425 *STOCKS X6426 *BONDS X6427 *MUTUAL FUNDS X6428 *MONEY MARKET FUNDS X6429 *BUSINESS X6430 *OTHER REAL ESTATE X6431 *OTHER KIND OF ASSET 1. Checked (only for X6424-X6430) 5. Not checked 9. Life insurance (X6431 only) 10. Artwork, antiques, jewelry and related goods 0. Inap. (no HH members outside the primary economic unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5; no other assets: X6423^=1) NOTE: CARD 18 was available to the interviewer. This card contains the following text arranged in a vertical column: "Your home," "Stocks," "Bonds," "Mutual Funds," "Money market funds," "Business," "Other real estate," "Other kind of asset." X6432 Roughly how much in total does he have in (ASSET TYPES)? Roughly how much in total does she have in (ASSET TYPES)? Roughly how much in total do they have in (ASSET TYPES)? Roughly how much in total do they have in (ASSET TYPES)? Code amount 0. Inap. (no HH members outside the primary economic unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5; no other assets: X6423^=1) X6433 Did you include this amount in the assets you told me about earlier in this interview? (Where did you tell me about (ASSET TYPES)?) 3. *YES, amount edited out earlier 4. *YES, but no apparent match in the data: nothing changed 5. *NO 0. Inap. (no HH members outside the primary economic unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5; no other assets: X6423^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X6435 What share of this home does he own? What share of this home does she own? What share of this home do they own? What share of this home do they own? Code percent * 100 0. Inap. (no HH members outside the primary economic unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5; does not own part of R's home: X6424^=1) X6436 What is the present value of this home? I mean, about what would it bring if it were sold today? Code amount 0. Inap. (no HH members outside the primary economic unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5; does not own part of R's home: X6424^=1) X6437 What is the amount still owed on all the mortgages, land contracts, and loans on the home? Code amount -1. Nothing 0. Inap. (no HH members outside the primary economic unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5; does not own part of R's home: X6424^=1) X6438 Not including any debts he owes you or your (spouse/partner), does he have any debts? Not including any debts he owes you, does he have any debts? Not including any debts she owes you or your (spouse/partner), does she have any debts? Not including any debts she owes you, does she have any debts? Not including any debts they owe you or your (spouse/partner), do they have any debts? Not including any debts they owe you, do they have any debts? Not including any debts they owe you or your (spouse/partner), do they have any debts? Not including any debts they owe you, do they have any debts? 1. *YES 5. *NO 0. Inap. (no HH members outside the primary economic unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5) X6439 Roughly how much in total are these debts? Code amount 0. Inap. (no HH members outside the primary economic unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5; no non-mortgage debts: X6438^=1) X6440 Did you include these debts when you told me about the household debts earlier in this interview? (Where did you tell me about these debts?) 3. *YES, amount edited out earlier 4. *YES, but no apparent match in the data: nothing changed 5. *NO 0. Inap. (no HH members outside the primary economic unit: X113^=5 and X119^=5 and X125^=5 and X131^=5 and X137^=5 and X207^=5 and X213^=5 and X219^=5 and X225^=5; no non-mortgage debts: X6438^=1) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- WRAPUP QUESTION ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- That finishes the actual interview. Is there anything you would like to add to any of the subjects we've discussed? (Response entered verbatim) X7398 TIMESTAMP Code length of interview in seconds ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- BANK MARKET STRUCTURE VARIABLES ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- The following variables relate to the structure of the banking markets in which the respondent lives. These variables come from files maintained by the Financial Structure Section. This information is matched to the survey data at the level of the MSA where possible, or at the county level otherwise. X8460 Geographic linkage variable used in FRB bank structure data: values less than 1000 are MSA, and other values are 10,000*(state FIPS code)+(county FIPS code). ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8461 Percentage market share of the four largest commercial banks in the MSA or county where the respondent lives. (CM_CR4 in FRB bank structure data: maximum value=100) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8462 Percentage market share of the four largest commercial banks, thrifts and credit unions in the MSA or county where the respondent lives. (CR4_ALL in FRB bank structure data: maximum value=100) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8463 Herfindahl index (sum of squared percentage market shares of commercial banks in the MSA or county where the respondent lives. (100*CM_HERF in FRB bank structure data: maximum value=100) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8464 Herfindahl index (sum of squared percentage market shares of commercial banks, thrifts and credit unions in the MSA or county where the respondent lives. (100*HERF_ALL in FRB bank structure data: maximum value=100) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- INTERVIEWER REMARKS ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- NOTE: The data in this section were obtained in two ways. First, some of the data derive from the "household enumeration folder" (HEF) a largely administrative paper document used by interviewers to select the designated respondent, to update the area-probability sample, to record recontact information, and to record information about non-interviews. Additional data were collected in the HEF on the neighborhood in which the respondent lived and on characteristics of the respondent. Second, other variables (X6523, X6525, X6526, X6527, X6528, X6529, X6530, X6531, X6532, X6533, X6534, X6535, X6536, X6724, X6725, X6726, X6727, X6728, X6729, and X7504) were originally recorded in "Section ZZ," a separate CAPI program used by interviewers after the main interview to record the varibles along with other information about the interview that might be relevant to the data editing. Not all of the variables collected are described in this section; only variables similar to those reported in earlier SCFs are included here. ----------------------------------------------------------------------------- X6504 TYPE OF STRUCTURE IN WHICH R LIVES: (CODE THE FIRST THAT APPLIES) 1. Trailer, mobile home 2. Detached single-family home 3. Building with 2-9 units 4. Building with 10-49 units 5. Building with 50 or more units 6. Apartment in mostly commercial structure 8. Apartment above garage/barn/basement apt. 9. Attached single-family home (rowhouse, townhouse) 10. Seasonal dwelling 11. No HU at this address (business, church, barn, shed, shelter) 12. No structure at this address (demolished, vacant lot/site) 13. Farms/Ranch 14. Ethnic dwelling (American Indian hogan, Middle Eastern hosani) 15. Boat/houseboat/yacht 20. Apartment building, N.F.S. 21. Institution (list sample only) -1. Did not see R's home -7. Other ********************************************************* FOR THE PUBLIC DATASET, CODE 5 IS COMBINED WITH CODE 4; CODE 8 IS COMBINED WITH CODE 6; AND CODES 11, 12, 14, 15 AND 21 ARE COMBINED WITH CODE -7 ********************************************************* DOES THE BUILDING/PROPERTY CONTAINING THE HU HAVE ANY OF THE FOLLOWING? (CODE ALL THAT APPLY AND FOLLOW SKIP FOR FIRST APPLICABLE RESPONSE) X50069 HEFNO2: DOORMAN X50070 HEFNO2: GUARD HOUSE X50071 HEFNO2: OTHER GATEKEEPER X50072 HEFNO2: LOCKED LOBBY X50073 HEFNO2: LOCKED GATE X50074 HEFNO2: NO TRESPASSING SIGN X50075 HEFNO2: NONE OF ABOVE 1. YES 2. NO ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X50076 DOES THE (DOORMAN/GUARD/GATEKEEPER) REQUIRE PERMISSION FROM SOMEONE IN R'S HU TO ALLOW YOU TO MAKE CONTACT WITH THE HOUSEHOLD? 1. YES 2. NO ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X6521 CONDITION OF STRUCTURE IN WHICH R LIVES 1. Generally clean and sound 2. Some peeling paint or cracks in walls 3. Needs substantial painting, refilling, or repair 4. Dilapidated 0. Inap. (Interview not conducted in R's home) X6520 HOUSING STRUCTURES ON (BLOCK/AREA) ARE: 1. 0-20 feet apart 2. 21-100 feet apart 3. Over 100 feet apart 0. Inap. (Interview not conducted in R's home) THE AREA AROUND R'S HU IS: (CODE ALL THAT APPLY) X50079 HEFNO6: OPEN LAND/FARMS/RANCHES (fairground, forest) X50080 HEFNO6: TRAILER HOME/TRAILER PARK X50081 HEFNO6: DETACHED SINGLE FAMILY HOMES X50082 HEFNO6: ATTACHED SINGLE-FAMILY HOMES X50083 HEFNO6: BUILDINGS WITH 2-9 UNITS X50084 HEFNO6: BUILDINGS WITH 10-49 UNITS X50085 HEFNO6: BUILDINGS WITH 50 OR MORE UNITS X50086 HEFNO6: GOLF COURSE/COUNTRY CLUB/SKI RESORT X50087 HEFNO6: PARK/POOL OR CEMETERY X50088 HEFNO6: COMMERCIAL BUILDINGS X50089 HEFNO6: VACANT BUILDINGS X50090 HEFNO6: SCHOOL/COLLEGE OR OTHER GOV'T BUILDINGS X50091 HEFNO6: OTHER (SPECIFY) 1. Yes 2. No 3. Religious building (church, synagogue) (X50091 only) 4. Community center (X50091 only) 5. Body of water (lake, ocean, river) (X50091 only) 6. Freeway/highway/airport (X50091 only) 7. American Indian reservation (X50091 only) 8. Rail line (X50091 only) 9. Vacation homes (X50091 only) 10. Parking lot (X50091 only) 11. Museum (X50091 only) 12. Stadium/sports arena/convention center (X50091 only) 0. Inap. (Interview not conducted in R's home) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X6519 BUILDINGS IN THE IMMEDIATE NEIGHBORHOOD ARE: 1. All residential 2. Mostly residential 3. About equally residential nad nonresidential 4. Mostly nonresidential 5. None in view 0. Inap. (Interview not conducted in R's home) X6522 GENERAL CONDITION OF THE EXTERIOR OF BUILDINGS AROUND R'S DWELLING LOOKS: 1. Better than R's 2. As good as R's 3. Worse than R's 4. No other buildings in view 0. Inap. (Interview not conducted in R's home) X6524 NEIGHBORHOOD RESIDENTS SEEM TO BE: 1. All or almost all black/African-American 2. All or almost all Hispanic 3. All or almost all non-Hispanic white 4. Mixed black/African-American and Hispanic 5. Mixed black/African-American and non-Hispanic white 6. Mixed Hispanic and non-Hispanic white 7. Mixed black/African-American, Hispanic and non-Hispanic white 8. Other mixed neighborhood 10. None observed 0. Inap. (Interview not conducted in R's home) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X50095 GENERALLY, THE AREA AROUND THE R'S HU APPEARS TO BE: 1. UNUSUALLY WEALTHY 2. NOT UNUSUALLY WEALTHY OR UNUSUALLY POOR 3. UNUSUALLY POOR 0. Inap. (Interview not conducted in R's home) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X50097 RACE/ETHNICITY OF HEF RESPONDENT WAS: 1. NON-HISPANIC WHITE 2. BLACK; AFRICAN-AMERICAN 3. HISPANIC; LATINO 4. ASIAN 5. AMERICAN INDIAN; ALASKAN NATIVE 6. PACIFIC ISLANDER; HAWIIAN NATIVE -7. OTHER (SPECIFY) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X6523 Please rate the physical condition of the interior of the HU: 1. EXCELLENT. WALLS AND CEILINGS HAVE NO CRACKS. PAINT OR PANELLING IN GOOD CONDITION 2. GOOD. NEEDS SOME MINOR PAINTING OR REFINISHING. 3. FAIR. NEEDS MAJOR INTERIOR WORK. HOLES AND/OR CRACKS NEED PATCHING. PAINTING NEEDED. ETC. 4. POOR. SOME WALLS OR CEILINGS NEED REPLACEMENT. 5. DON'T KNOW--WASN'T INSIDE HOUSE. X6525 R's understanding of the questions was... 1. EXCELLENT 2. GOOD 3. FAIR 4. POOR X6526 R's ability to express himself/herself was... 1. EXCELLENT 2. GOOD 3. FAIR 4. POOR X6527 Was R suspicious about the study before the interview? 1. NO, NOT AT ALL SUSPICIOUS 2. YES, SOMEWHAT SUSPICIOUS 5. YES, VERY SUSPICIOUS X6528 Was R suspicious about the study after the interview? 1. NO, NOT AT ALL SUSPICIOUS 2. YES, SOMEWHAT SUSPICIOUS 5. YES, VERY SUSPICIOUS X6529 Overall, how great was R's interest in the interview? 1. VERY HIGH 2. ABOVE AVERAGE 3. AVERAGE 4. BELOW AVERAGE 5. VERY LOW Other persons present at the interview: (CODE ALL THAT APPLY) X6530 CHILDREN UNDER AGE 6 X6531 CHILDREN 6 AND OVER X6532 SPOUSE/PARTNER X6533 OTHER RELATIVES X6534 OTHER ADULTS X6535 NO ONE 1. Checked 5. Not checked X6536 Did R refer to documents to answer questions? 1. FREQUENTLY 2. SOMETIMES 3. RARELY 4. NEVER X6724 X6725 X6726 X6727 X6728 X6729 Which documents did R refer to? (CODE ALL THAT APPLY) 1. INCOME TAX RETURNS 2. PENSION DOCUMENTS 3. ACCOUNT STATEMENTS 4. INVESTMENT/BUSINESS RECORDS 5. LOAN DOCUMENTS 7. CREDIT CARDS/CREDIT CARD STATEMENTS 8. CHECK BOOK/CHECK REGISTRY 9. INCOME/PAYCHECK STUB/OTHER INCOME RECORDS 10. COMPUTER/PC/LAPTOP 11. HANDWRITTEN LEGERS/PAPERS/NOTES 12. HEALTH INSURANCE/LIFE INSURANCE 13. TAX BILLS 14. SECRETARY/ACCOUNTANT/FINANCIAL ADVISOR 15. RENT RECEIPT/APARTMENT AGREEMENTS 19. MANY, NEC 20. REAL ESTATE RECORDS 21. SOCIAL SECURITY CHECKS/STATEMENT 22. VEHICLE LEASE 23. EMPLOYMENT RECORDS/EMPLOYEE HANDBOOK/union records 24. PHONE BOOK 25. INHERITANCE PAPERS 26. Misc. bills n.e.c. 27. Misc. government records 28. Misc. personal documents -7. OTHER .D. DON'T KNOW .U. NOT CODEABLE 0. Inap. (did not refer to any documents: X6536=4) ********************************************************* IN THE PUBLIC DATASET, CODE 25 IS COMBINED WITH -7. ********************************************************* X7504 In what language was the survey conducted? 1. ENGLISH 2. SPANISH ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* Other than inheritances, do you believe that the R reported the same asset or debt more than once in the interview? Which assets and/or debts are these? Do you believe that any important assets or debts were not collected in the interview? Which assets and/or debts are these? Do you believe there are any important consistency problems with this interview? What are these 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? Please specify. INTERVIEWER: THANK YOU FOR COMPLETING ANOTHER INTERVIEW AND THIS IMPORTANT BACKGROUND INFORMATION. YOUR CARE AND ATTENTION ARE ESSENTIAL TO THE SUCCESS OF THIS PROJECT. ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- END OF QUESTION DEFINITIONS ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- SAMPLE DESIGN VARIABLES - NOT INCLUDED ON PUBLIC DATASET ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- X30007 SEQID for the 1993 SOI file. ONLY AVAILABLE IN LOCKED LINK FILE NOT TO BE INCLUDED ON ***ANY*** ROUTINE USE FILE! 0. Inap. (not a list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X2 Interviewer ID Number. 999999. Case not assigned (list sample cases for which postcard returned indicating desire not to be interviewed; stratum 8 cases) 0. Inap. (case not released to the field) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X4 Day case logged in. 1.-31. 0. Inap. (case not released to the field) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X3 Month case logged in. 6. June: Returned postcard refusals for list cases 7. July 8. August 9. September 10. October 11. November 12. December 0. Inap. (case not released to the field) NOTE: The official field period for the survey was between June and December of 1998. ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X8095 Year case logged in 1998. 0. Inap. (case not released to the field) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X9 List sample indicator. 1. List sample case 5. Not list sample case ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* ----------------------------------------------------------------------------- X30006 Sample disposition code. COMPLETE CASES 70. Complete interview, telephone 71. Complete interview, in-person 72. Complete interview, phone Conversion 73. Complete interview, in-Person Conversion 74. Partially completed interview (supervisor approval only) INELIGIBLE CASES 80. Not an HU 81. Vacant HU 82. Seasonal vacant (vacation home) 83. Sample incorrect (incorrect listing procedure) 84. Deceased (no proxy possible) 85. No eligible R in HU 87. Permanently out of the country OTHER NON-INTERVIEWS 86. Postcard refusal 90. Final refusal - no conversion attempted 91. Final refusal - conversion attempted 92. Final breakoff of interview 93. Final refusal by gatekeeper 94. Final unlocatable 95. R unavailable for field period 96. Language barrier - other than Spanish 97. Final physically or mentally incapacitated 98. Final stopped work in process/closed domain 99. Non-validating case, not reinterviewed 101. List case deleted in sample review for cases that might be too easily identifiable in the data 102. Stratum 8 list cases deleted from the sample 200. Supplemental list sample cases not released to the field 990. Case completed but lost before delivery to FRB because of technical problems 995. Technically complete case, but nearly all data missing. 996. Technically complete case, but data insincere 999. Technically complete case, but interview done with wrong person (some such cases were removed before the shipment of the final control file and main data) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30001 New PSU number: old PSU number, PSU name 100001 9 Houston CMSA 100002 7 Dallas-Ft. Worth CMSA 100003 6 Detroit CMSA 100004 5 Philadelphia CMSA 100005 4 San Francisco-Oakland-San Jose 100006 3 Chicago CMSA 100007 2 Los Angeles CMSA 100008 1 New York CMSA 100009 56 Enid, OK MSA 100020 39 Rapid City, SD MSA 100069 62 Pueblo, CO MSA 100077 28 Eau Claire, WI MSA 100083 66 Bellingham, WA MSA 100085 20 Burlington, VT NECMA 100087 46 Lynchburg, VA MSA 100088 45 Wilmington, NC MSA 100090 30 Jackson, MI MSA 100132 58 Waco, TX MSA 100144 41 Hickory-Morganton, NC MSA 100147 100 Anchorage MSA 100150 65 Boulder, CO PMSA 100160 40 Springfield, MO MSA 100177 29 Evansville, IN MSA 100183 68 Modesto, CA MSA 100187 61 Corpus Christi, TX MSA 100189 69 Santa Barbara, CA MSA 100195 31 Ft. Wayne, IN MSA 100200 37 Saginaw-Bay City MSA 100206 27 York, PA MSA 100207 36 Lansing, MI MSA 100218 42 Ft. Myers-Cape Coral MSA 100222 51 Charleston, SC MSA 100229 67 Tacoma, WA 100237 55 Knoxville, TN MSA 100239 26 Syracuse, NY MSA 100240 25 Allentown-Bethlehem-Easton 100241 21 Worcester, MA NECMA 100243 64 Tucson, AZ MSA 100248 22 New Haven, CT NECMA 100249 59 Austin, TX MSA 100250 47 Richmond-Petersburg, VA MSA 100253 53 Birmingham, AL MSA 100256 52 Memphis, TN MSA 100260 24 Rochester, NY MSA 100261 23 Buffalo PMSA 100262 54 Nashville, TN MSA 100263 57 Oklahoma City, OK MSA 100266 43 West Palm Beach-Boca Raton 100267 44 Charlotte-Gastonia MSA 100270 32 Indianapolis, IN MSA 100271 60 New Orleans, LA MSA 100272 50 Norfolk-Virginia Beach-Newport 100273 35 Columbus, OH MSA 100275 34 Cincinnati, OH MSA 100277 48 Ft. Lauderdale, FL PMSA 100278 38 Kansas City MSA 100279 63 Denver, CO MSA 100280 33 Cleveland, OH MSA 100281 49 Miami, FL PMSA 100282 19 Seattle PMSA 100283 18 Pittsburgh PMSA 100284 17 Baltimore MSA 100285 16 San Diego, CA MSA 100286 15 Phoenix MSA 100287 14 Minneapolis-St. Paul MSA 100288 13 St. Louis MSA 100289 12 Tampa-St. Petersburg-Clearwater 100290 11 Atlanta MSA 100291 10 Boston NECMA 100292 8 Washington DC MSA 100300 83 Choctaw Co., AL 100359 96 Coconino Co., AZ 100479 97 Mesa County, CO 100500 70 Windham Co., CT 100502 84 Sussex Co., DE 100574 85 Floyd Co., GA 100727 74 Lee Co., IL 100794 75 Lawrence Co., IN 100973 76 Riley Co., KS 101010 86 Cumberland Co., KY 101124 87 St. Landry Parish, LA 101164 77 Allegan Co., MI 101235 78 Crow Wing Co., MN 101307 88 Copiah Co., MS 101371 79 Barry Co., MO 101491 98 Richland Co., MT 101616 71 Franklin Co., NY 101654 90 Edgecombe Co., NC 101666 89 Iredell Co., NC 101711 80 Burke Co., ND 101782 81 Sandusky Co., OH 101877 99 Wasco County, OR 101889 72 Franklin Co., PA 101931 91 Horry County, SC 102014 92 Greene County, TN 102086 93 Chambers Co., TX 102131 94 Hopkins Co., TX 102263 73 Windham Co., VT 102275 95 Caroline Co., VA 102468 82 Waushara Co., WI ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30076 Old PSU number: new PSU number, PSU name SELF-REPRESENTING PSUs 1 100008 New York CMSA 2 100007 Los Angeles CMSA 3 100006 Chicago CMSA 4 100005 San Francisco-Oakland-San Jose 5 100004 Philadelphia CMSA 6 100003 Detroit CMSA 7 100002 Dallas-Ft. Worth CMSA 8 100292 Washington DC MSA 9 100001 Houston CMSA 10 100291 Boston NECMA 11 100290 Atlanta MSA 12 100289 Tampa-St. Petersburg-Clearwater 13 100288 St. Louis MSA 14 100287 Minneapolis-St. Paul MSA 15 100286 Phoenix MSA 16 100285 San Diego, CA MSA 17 100284 Baltimore MSA 18 100283 Pittsburgh PMSA 19 100282 Seattle PMSA NON-SELF-REPRESENTING PSU 20 100085 Burlington, VT NECMA 21 100241 Worcester, MA NECMA 22 100248 New Haven, CT NECMA 23 100261 Buffalo PMSA 24 100260 Rochester, NY MSA 25 100240 Allentown-Bethlehem-Easton 26 100239 Syracuse, NY MSA 27 100206 York, PA MSA 28 100077 Eau Claire, WI MSA 29 100177 Evansville, IN MSA 30 100090 Jackson, MI MSA 31 100195 Ft. Wayne, IN MSA 32 100270 Indianapolis, IN MSA 33 100280 Cleveland, OH MSA 34 100275 Cincinnati, OH MSA 35 100273 Columbus, OH MSA 36 100207 Lansing, MI MSA 37 100200 Saginaw-Bay City MSA 38 100278 Kansas City MSA 39 100020 Rapid City, SD MSA 40 100160 Springfield, MO MSA 41 100144 Hickory-Morganton, NC MSA 42 100218 Ft. Myers-Cape Coral MSA 43 100266 West Palm Beach-Boca Raton 44 100267 Charlotte-Gastonia MSA 45 100088 Wilmington, NC MSA 46 100087 Lynchburg, VA MSA 47 100250 Richmond-Petersburg, VA MSA 48 100277 Ft. Lauderdale, FL PMSA 49 100281 Miami, FL PMSA 50 100272 Norfolk-Virginia Beach-Newport 51 100222 Charleston, SC MSA 52 100256 Memphis, TN MSA 53 100253 Birmingham, AL MSA 54 100262 Nashville, TN MSA 55 100237 Knoxville, TN MSA 56 100009 Enid, OK MSA 57 100263 Oklahoma City, OK MSA 58 100132 Waco, TX MSA 59 100249 Austin, TX MSA 60 100271 New Orleans, LA MSA 61 100187 Corpus Christi, TX MSA 62 100069 Pueblo, CO MSA 63 100279 Denver, CO MSA 64 100243 Tucson, AZ MSA 65 100150 Boulder, CO PMSA 66 100083 Bellingham, WA MSA 67 100229 Tacoma, WA 68 100183 Modesto, CA MSA 69 100189 Santa Barbara, CA MSA 70 100500 Windham Co., CT 71 101616 Franklin Co., NY 72 101889 Franklin Co., PA 73 102263 Windham Co., VT 74 100727 Lee Co., IL 75 100794 Lawrence Co., IN 76 100973 Riley Co., KS 77 101164 Allegan Co., MI 78 101235 Crow Wing Co., MN 79 101371 Barry Co., MO 80 101711 Burke Co., ND 81 101782 Sandusky Co., OH 82 102468 Waushara Co., WI 83 100300 Choctaw Co., AL 84 100502 Sussex Co., DE 85 100574 Floyd Co., GA 86 101010 Cumberland Co., KY 87 101124 St. Landry Parish, LA 88 101307 Copiah Co., MS 89 101666 Iredell Co., NC 90 101654 Edgecombe Co., NC 91 101931 Horry County, SC 92 102014 Greene County, TN 93 102086 Chambers Co., TX 94 102131 Hopkins Co., TX 95 102275 Caroline Co., VA 96 100359 Coconino Co., AZ 97 100479 Mesa County, CO 98 101491 Richland Co., MT 99 101877 Wasco County, OR 100 100147 Anchorage MSA ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30055 PSU name (character variable) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30029 State where respondent's residence is located. Standard two-character code ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30030 State where (population center of) PSU is located. Standard two-character code ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30045 State-County (FIPS) code NOTE: this variable is stored as numeric, and all variables are implicitly 5 digits wide: thus, a value of 1001 is implicitly 01001. ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30041 Metro indicator for PSU 1 Self-representing PSU 2 Other MSA/NECMA 3 Non-MSA ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30021 Area probability segment number 0. Inap. (not an area-probability sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30040 Census tract number ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30052 Census block code 0. Inap. (not an area-probability sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30054 ZIP code (5-digit for AP cases, 9-digit for LS) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30056 Number of segments in PSU 0. Inap. (not an area-probability sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30042 Number of lines listed in PSU 0. Inap. (not an area-probability sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30049 Lines listed for AP sample within segment. 0. Inap. (not an area-probability sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30043 Lines in PSU expected from 1990 Census 0. Inap. (not an area-probability sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30050 Lines expected in segment from 1990 Census. 0. Inap. (not an area-probability sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30044 Number of missed HUs in PSU 0. Inap. (not an area-probability sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30051 Number of missed HUs in segment. 0. Inap. (not an area-probability sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30002 Number of sample cases in PSU. 0. Inap. (not an area-probability sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30003 Number of ineligible cases in PSU. 0. Inap. (not an area-probability sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30004 Number of completed cases in PSU. 0. Inap. (not an area-probability sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30053 Lines listed in block. 0. Inap. (not an area-probability sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30081 Lines listed in tract. 0. Inap. (not an area-probability sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30067 Indicator of cases added to the sample. 1. Missed AP HU 3. Spouse of a divorced list sample case 0. Inap. (Not an added case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30077 "Parent" ID for added case 0. Inap. (not an added case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30064 Number of missed HUs found at address. The variable is associated with both the original address and the addresses actually added to the sample. A maximum of 3 misssed addresses were added. In one instance, 10 additional HUs were found, but only 3 cases were added. 0. Inap. (not a missed AP HU; not an AP case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30065 Number of missed HUs added to the sample. This variable has the same value as X30064 except for one value. As noted in the definition of X30064, 33 missed HUs were discovered, but only 3 of these were added to the sample. This variable is associated with both the original address and the addresses added to the sample. 0. Inap. (not a missed AP HU; not an AP case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30033 PSU selection probability. 0. Inap. (not an area-probability sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30015 Original EPSEM weight for AP cases. 0. Inap. (not an area-probability sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30086 PSU-specific nonresponse adjustment factor for AP weight: (total original cases in PSU + total number added cases - total number ineligible cases)/total number completed cases--or (X30002-X30003)/X30004. 0. Inap. (not an area-probability sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30005 Design-based nonresponse-adjusted area-probability weight. X30015*X30086. 0. Inap. (not an area-probability sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30068 Final AP weights: X30086 with post-stratification and other adjustments to 1998 population figures. 0. Inap. (not an area-probability sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30025 Paired PSUs (segments for self-representing PSUs) for variance estimation: a 3-digit variable that identifies pseudo-strata combinations by pairing segments in the self-representing PSUs and PSUs in the non-self-representing areas. (X30076 is given in parentheses.) SELF-REPRESENTING PSUs 11 New York CMSA (1) 12 New York CMSA (1) 21 Los Angeles CMSA (2) 22 Los Angeles CMSA (2) 31 Chicago CMSA (3) 32 Chicago CMSA (3) 41 San Francisco-Oakland-San Jose (4) 42 San Francisco-Oakland-San Jose (4) 51 Philadelphia CMSA (5) 52 Philadelphia CMSA (5) 61 Detroit CMSA (6) 62 Detroit CMSA (6) 71 Dallas-Ft. Worth CMSA (7) 72 Dallas-Ft. Worth CMSA (7) 81 Washington DC MSA (8) 82 Washington DC MSA (8) 91 Houston CMSA (9) 92 Houston CMSA (9) 101 Boston NECMA (10) 102 Boston NECMA (10) 111 Atlanta MSA (11) 112 Atlanta MSA (11) 121 Tampa-St. Petersburg-Clearwater (12) 122 Tampa-St. Petersburg-Clearwater (12) 131 St. Louis MSA (13) 132 St. Louis MSA (13) 141 Minneapolis-St. Paul MSA (14) 142 Minneapolis-St. Paul MSA (14) 151 Phoenix MSA (15) 152 Phoenix MSA (15) 161 San Diego, CA MSA (16) 162 San Diego, CA MS (16) 171 Baltimore MSA (17) 172 Baltimore MSA (17) 181 Pittsburgh PMSA (18) 182 Pittsburgh PMSA (18) 191 Seattle PMSA (19) 192 Seattle PMSA (19) NON-SELF-REPRESENTING PSUs 201 Burlington VT (20) 202 Worcester MA (21) 211 New Haven CT (22) 212 Buffalo NY (23) 221 Rochester NY (24) 222 Allentown-Bethlehem-Easton PA (25) 231 Syracuse NY (26) 232 York PA (27) 241 Eau Claire WI (28) 242 Evansville IN, (29) 251 Jackson MI (30) 252 Ft. Wayne IN (31) 261 Indianapolis IN (32) 262 Cleveland OH (33) 263 Kansas City MO (38) 271 Cincinnati OH (34) 272 Columbus OH (35) 281 Lansing MI (36) 282 Saginaw-Bay City MI (37) 291 Rapid City SD (39) 292 Springfield MO (40) 301 Ft. Myers-Cape Coral FL (42) 302 West Palm Beach-Boca Raton FL (43) 311 Hickory-Morganton, NC (41) 312 Charlotte-Gastonia NC (44) 313 Wilmington NC (45) 321 Lynchburg VA (46) 322 Richmond-Petersburg VA (47) 331 Ft. Lauderdale FL (48) 332 Miami FL (49) 341 Norfolk-Virginia Beach-Newport News VA (50) 342 Charleston SC (51) 351 Memphis TN (52) 352 Birmingham AL (53) 361 Nashville TN (54) 362 Knoxville TN (55) 371 Enid OK (56) 372 Oklahoma City OK (57) 381 Waco TX (58) 382 Austin TX (59) 391 New Orleans LA (60) 392 Corpus Christi TX (61) 401 Pueblo CO (62) 402 Denver CO (63) 411 Tucson AZ (64) 412 Boulder CO (65) 421 Bellingham WA (66) 422 Tacoma WA (67) 423 Anchorage AK (100) 431 Modesto CA (68) 432 Santa Barbara CA (69) 441 Windham Co. CT (70) 442 Franklin Co. NY (71) 451 Franklin Co. PA (72) 452 Windham Co. VT (73) 461 Lee Co. IL (74) 462 Lawrence Co. IN (75) 471 Riley Co. KS (76) 472 Allegan Co. MI (77) 481 Crow Wing Co. MN (78) 482 Barry Co. MO (79) 491 Burke Co. IN (80) 492 Sandusky Co. OH (81) 493 Waushara Co WI (82) 501 Sussex Co. DE (84) 502 Floyd Co. GA (85) 511 Cumberland Co. KY (86) 512 St. Landry Parish LA (87) 521 Choctaw Co. AL (83) 522 Copiah Co. MS (88) 523 Iredell Co. NC (89) 531 Edgecombe Co. NC (90) 532 Horry Co. SC (91) 541 Greene Co. TN (92) 542 Chambers Co. TX (93) 551 Hopkins Co. TX (94) 552 Caroline Co. VA (95) 561 Coconino Co. AZ (96) 562 Mesa Co. CO (97) 571 Richland Co. MT (98) 572 Wasco Co. OR (99) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30046 Total number of people in the U.S. according to the 1990 Census of Population. ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30047 Total number of households in the U.S. according to the 1990 Census of Population. ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30035 Wealth index estimated by grossing up income flows (1992-type wealth index). 0. Inap. (not a list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30037 Regression model based wealth index. 0. Inap. (not a list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30080 Merged wealth index adjusted to levels. 0. Inap. (not a list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30038 Standardized version of merged wealth index. 0. Inap. (not a list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30039 Percentile of wealth index distribution in SOI file. 0. Inap. (not a list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30079 List sample stratum 1 case reassigned to stratum 2 for sample selection based on their income characteristics. 1. Reassigned 0. Inap. (not reassigned, not list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30009 List sample wealth-index stratum number. 0. Inap. (not a list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30058 Divorced list case indicator. 1. Both of divorced pair interviewed 2. Only one of divorced pair interviewed 3. Neither member of a divorced pair interviewed 0. Inap. (not a divorced list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30059 Divorce-adjusted wealth index (grossed up income flow version): If list case divorced: X30035/2, Otherwise: X30035. 0. Inap. (not a list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30060 Divorce-adjusted regression model based wealth index: If list case divorced: X30037/2, Otherwise: X30037. 0. Inap. (not a list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30061 Divorce-adjusted merged wealth index (average of "centered and rescaled" X30059 and X30060). 0. Inap. (not a list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30084 Divorced-adjusted merged wealth index adjusted to levels. 0. Inap. (not a list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30062 Percentile of divorce-adjusted wealth index distribution in SOI file. 0. Inap. (not a list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30024 Divorce-adjusted wealth index stratum. When joint filers had divorced since the sample was drawn, the capitalized income flows input to the original wealth index was divided in half and the stratum number was recomputed using the original classes. 0. Inap. (not a list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30023 List sample financial income post-stratum, defined in terms of all interest and dividend income reported on page 1 of IRS Form 1040. 0. Inap. (not a list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30063 Divorce-adjusted List sample financial income post-stratum, defined in terms of all interest income reported on page 1 of IRS Form 1040. 0. Inap. (not a list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30032 List sample type indicator 1. Certainty stratum 2. Main sample 3. Supplemental sample 4. Excluded stratum 0. Inap. (not a list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30034 Smoothed PSU selection probability. ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30031 Original SOI weight for list sample cases 0. Inap. (not a list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30071 Population estimate of number of all cases in list sample stratum. 0. Inap. (not a list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30072 Number of cases in list sample stratum, including split-off cases. Excludes supplemental sample cases not released to the field; 0. Inap. (not a list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30082 Number of ineligible cases in list sample stratum. 0. Inap. (not a list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30083 Number of completed cases in list sample stratum, including split-off cases. 0. Inap. (not a list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30078 Adjustment cell for measure of size within list sample strata. For non-zero values of X30078, the average measure of size for the substratum was used for purposes of sample selection. 1. Observation in bottom unweighted third of stratum in terms of original size measure 2. Observation in middle unweighted third of stratum in terms of original size measure 3. Observation in top unweighted third of stratum in terms of original size measure 0. Inap. (not adjusted, or not a list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30008 List sample selection weight: For certainty cases=X30031/X30034 For other cases=estimate of total non-certainty cases/number non-certainty sample cases 0. Inap. (not a list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X30036 List weight at last stage of adjustment before merger with AP sample. 0. Inap. (not a list sample case) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* X50619 Amount of respondent fee paid for participation. 0. Inap. (no fee paid) ********************************************************* NOT INCLUDED IN THE PUBLIC DATASET ********************************************************* ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- SURVEYCRAFT PROGRAM FOR MAIN CAPI (ENGLISH VERSION) ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- L000 G L90 209=REFUSED L91 210=DON'T KNOW Q1U 10 CASEID A42 Q2U A35 [PgUp]=Back Up [PgDn]=Return [Ctrl End]=Suspend Q3U ELAPSED SECONDS - START A45 N Q4U CURRENT MONTH A9 Q5U CURRENT YEAR A8 Q1400PCB LANGUAGE / / / INTERVIEWER: CHOOSE LANGUAGE TO CONDUCT INTERVIEW IN. / / ^B C0 ENGLISH C1 SPANISH J1401 18 Q1401B / / / INTERVIEWER: YOU HAVE PRESSED CTRL-E TO CHANGE LANGUAGES. / / SELECT ONE: / / ^B C0 STAY WITH CURRENT LANGUAGE C1400 SELECT LANGUAGE *The C347 above tells it to go to Q347 L50 6/1399,1402/1640=1401 *This says that to popup Q348 when the hit Ctrl-E for the "section" *from Q12-Q346. This can be the entire questionnaire *(NOTE: You have to enable Ctrl-E in the keybindings) 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 *SECTION HHL: RELATIONSHIPS Q7B HHL_A.RELATIONSHIP / HHL: RELATIONSHIPS /^C2 / What is the next person's relationship to you? / / CODE RELATIVES OF SPOUSE/PARTNER THE SAME AS R'S RELATIVES / / ^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 C29 OTHER RELATIVE C31 ROOMMATE C32 FRIEND 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 29,4,6,31,5,32,7,8,34,9,35,10,36,11,39,12 G E1/39 J8 7 B7(0+"0")=PLEASE ENTER RESPONSE Q8B HHL_B.SEX / HHL: RELATIONSHIPS / / /~IF 6(1) / Before we start the interview, I need to list the people who live with / you and 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 Q9X C1 he C2 she C3 that person G 1=8(1) G 2=8(2) G 3=8(N1/2) J10 13 6(G1) Q10UB 2 BMO.BIRTH MONTH / HHL: RELATIONSHIPS / / 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 (1880/1998){NNNN} **************** Q13U ASCII BIRTHDATE A12 13 11/10/12 J14 15 10(K2.K3)=:0: Q14U AGE FROM DOB A26 13 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 / HHL: RELATIONSHIPS / / / 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? / HHL: RELATIONSHIPS / / /~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? / HHL: RELATIONSHIPS / / / 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)+7(N3) Q20B HHL1.MARITAL STATUS / HHL: RELATIONSHIPS / /~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 6(1)=:1: J21 22 7(2)+M6(1)+20(1)+1625(G0)=:/^0=1625: J21 22 7(3)+M6(1)+20(2)+1625(G0)=:/^0=1625: J21 22 7(N3)+(16(1/17).19(2)) Q21B 19 HHL2.USUALLY LIVE WITH YOU? / HHL: RELATIONSHIPS / / 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 1625 6(1)+20(2)=:1: Q22B 19 HHL2_1.SPOUSE/PARTNER LIVE WITH YOU NOW? / HHL: RELATIONSHIPS / /~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 J1625 22 B22(0+"0")=PLEASE ENTER RESPONSE J1625 23 6(G1) Q1625B 19 HHL2.USUALLY LIVE WITH YOU? / HHL: RELATIONSHIPS / /~IF 6(1)+20(1) / Does your spouse usually live with you? /~ELSE 6(1)+20(2) / Does your partner usually live with you? /~END / / ^B J23 1625 B1625(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? / HHL: RELATIONSHIPS / / 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 C4 FINANCIALLY DEPENDENT C5 FINANCIALLY INDEPENDENT C6 SHARED FINANCES C7 NOT SHARED FINANCES G 1=8(1) G 2=8(2) G 3=8(N1/2) G 4/5=7(N2+N3) G 6/7=7(2.3) J25 1616 6(1) J25 1616 6(2)+7(2/3)+21(1)=:1: J25 1616 7(N3)+(16(1/17).19(2)) Q25B HHL4.FINANCIALLY DEPENDENT? / HHL: RELATIONSHIPS / /~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(1/3) 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(1/3) 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(1/3) support or is ^9 financially independent for the most part? /~ELSE / Does your ^7 depend on you for most of ^24(1/3) support / or is ^9 financially independent for the most part? /~END / / / ^B C0 C1 ^24(4.6) C2 ^24(5.7) J26 25 B25(0+"0")=PLEASE ENTER RESPONSE J1616 26 25(1)=:DEPENDENT: J1616 26 25(2)=:INDEPENDENT: J1616 26 Q1616U 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? / HHL: RELATIONSHIPS / / / 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. / HHL: RELATIONSHIPS / / RELATIONSHIP SEX AGE MARITAL LIVE HERE FINANCIALLY / / '^7M6(G0)’14( '^8’6( '^16’4( '^20’14( '^21’11( '^1616’13( / / / / ^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 M7(2)+21(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: ATTITUDES & FINANCIAL INSTITUTIONS ******************************************************************************* Q32B A1.EXPECTATIONS FOR ECONOMY / A: ATTITUDES & FINANCIAL INSTITUTIONS / / 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 / A: ATTITUDES & FINANCIAL INSTITUTIONS / / 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 A: ATTITUDES & FINANCIAL INSTITUTIONS / (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 / IF R SAYS "I DON'T BORROW", SAY: What did you do the last time you / borrowed? / / ^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 / (SHOW CARD 2) A: ATTITUDES & FINANCIAL INSTITUTIONS /~IF M7(2/3)+25(1) / What sort of information do you ^35(1/3) use to make / decisions about credit or borrowing? /~ELSE / What sort of information do you use to make decisions about credit / or borrowing? /~END / (Do you call around, read newspapers, magazines, material you get / in the mail, use information from television, radio, an online service, / or advertisements? Do you get advice from a friend, relative, lawyer, / accountant, banker, broker, or financial planner? Or do you do / something else?) /^C2 CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN C1 CALL AROUND C2 MAGAZINES/NEWSPAPERS C3 MATERIAL IN THE MAIL C4 TELEVISION/RADIO C5 ONLINE SERVICE/INTERNET C6 ADVERTISEMENTS C7 FRIEND/RELATIVE C8 LAWYER C9 ACCOUNTANT C10 BANKER C11 BROKER C12 FINANCIAL PLANNER C13 SELF C14 NEVER BORROW C15 OTHER J37 37 38 36(15) Q37U A3_1V.SPECIFY / A: ATTITUDES & FINANCIAL INSTITUTIONS / / PLEASE SPECIFY. V M!a_! Q38B 34 A4.PAST 5 YEARS INCOME VS PRICES /QxQ A: ATTITUDES & FINANCIAL INSTITUTIONS / (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? / (SHOW CARD 2) A: ATTITUDES & FINANCIAL INSTITUTIONS /~IF M7(2/3)+25(1) / How do you ^35(1/3) make decisions about saving and / investments? /~ELSE / How do you make decisions about saving and investments? /~END / (Do you call around, read newspapers, magazines, material you get / in the mail, use information from television, radio, an online service, / or advertisements? Do you get advice from a friend, relative, lawyer, / accountant, banker, broker, or financial planner? Or do you do / something else?) /^C2 CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN C1 CALL AROUND C2 MAGAZINES/NEWSPAPERS C3 MATERIAL IN THE MAIL C4 TELEVISION/RADIO C5 ONLINE SERVICE/INTERNET C6 ADVERTISEMENTS C7 FRIEND/RELATIVE C8 LAWYER C9 ACCOUNTANT C10 BANKER C11 BROKER C12 FINANCIAL PLANNER C13 SELF C14 DO NOT SAVE/INVEST C15 OTHER J40 40 41 39(15) Q40U A4_1V.SPECIFY / A: ATTITUDES & FINANCIAL INSTITUTIONS / / PLEASE SPECIFY. V M!a_! Q41B A5.ONE OR # OF INSTITUTIONS /QxQ A: ATTITUDES & FINANCIAL INSTITUTIONS / / 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.K2.K3) Q42UB 2 A5A.# OF INSTITUTIONS / A: ATTITUDES & FINANCIAL INSTITUTIONS / / / / ENTER NUMBER: ^B V !U__!(1/99) *>>>>>>>>>>>>>>>>>>>>>>>>BEGIN INSTITUTION LOOP 1<<<<<<<<<<<<<<<<<<<<<<<<<<<<<< Q43S C1 C2 second C3 third C4 fourth C5 fifth C6 sixth J44 45 41(4.K2) Q44UB 40 A5_1.INSTITUTION NAME /QxQ A: ATTITUDES & FINANCIAL INSTITUTIONS /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 V M J45 46 44V(G0)+44(A+NK2+NK3)=:/^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)=::: Q45U A5_1.INSTITUTION NAME A0 N V M J46 44 B44(A)+44V(L1)+44(NK2+NK3)=PLEASE ENTER RESPONSE J46 43 43(LQ42).43(6) J46 43 M46(1.K2.K3) J46 43 41(4.K2) Q46B A5_9.ANOTHER INSTITUTION? / A: ATTITUDES & FINANCIAL INSTITUTIONS / / /~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("<") J48 47 41(4.K2) Q48B A6.TYPE OF INSTITUTION /QxQ A: ATTITUDES & FINANCIAL INSTITUTIONS / ^47 / / (SHOW CARD 3) / About ^47, / 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 SAVINGS AND LOAN OR SAVINGS BANK C13 CREDIT UNION C14 FINANCE OR LOAN COMPANY C16 BROKERAGE C22 OTHER J49 48 B48(0+"0")=PLEASE ENTER RESPONSE J49 50 48(N22) Q49U A6V.SPECIFY / A: ATTITUDES & FINANCIAL INSTITUTIONS / / PLEASE SPECIFY. V M!a_! Q50MC A7.HOW DO BUSINESS WITH INSTITUTION /QxQ A: ATTITUDES & FINANCIAL INSTITUTIONS /^47 / (SHOW CARD 4) /~IF 0A(LE1)=6AM25(N2)= / What are the main ways you do business with this insitution [-by / check, by ATM (cash machine), in person, by mail, by talking with / someone on the phone, by touchtone service on the phone, by direct / deposit or withdrawal, by computer or online service, by other / electronic transfer, or some other way]? (Please start with the most / important way.) /~ELSE / What are the main ways your family does business with this / institution [-by check, by ATM (cash machine), in person, by mail, by / talking with someone on the phone, by touchtone transfer service on / the phone, by direct deposit or withdrawal, by computer or online service, / by other electronic transfer, or some other way]? (Please start with / the most important way.) /~END /^C2 CODE ALL THAT APPLY: CODE MAIN METHOD FIRST AND REMAINDER IN ORDER GIVEN C1 CHECK C2 CASH MACHINE/ATM C3 IN PERSON C4 MAIL C5 PHONE - TALKING C6 PHONE - USING TOUCHTONE SERVICE C7 DIRECT DEPOSIT C8 DIRECT WITHDRAWAL/PAYMENT C9 COMPUTER/INTERNET/ONLINE SERVICE C10 OTHER ELECTRONIC TRANSFER C11 OTHER C12 DON'T DO REGULAR BUSINESS J51 51 1613 50(11) Q51U A7V.SPECIFY / A: ATTITUDES & FINANCIAL INSTITUTIONS / / PLEASE SPECIFY. V M!a_! J1613 52 47(G0)=:/^50: Q1613U 10 Q52B A8.INSTITUTION DISTANCE-CODED /QxQ A: ATTITUDES & FINANCIAL INSTITUTIONS / /^47 / Roughly, how many miles is the office or ATM (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. (Is it more than 50 miles?) / / ^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 TOLL-FREE PHONE C7 LOCAL POST BOX C8 INTERNET/ONLINE SERVICE G 0,1,2,5,4,6/8,3 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+NK2+NK3)=PLEASE ENTER MILES J55 47 47(6) J55 47 0A(GQ47)=43AM45(N"<")= Q55B 21 A9.ANY OTHER INSTITUTIONS? / A: ATTITUDES & FINANCIAL INSTITUTIONS / / / Do you have any other financial institutions which we have not / listed yet? / / ^B J56 55 B55(0+"0")=PLEASE ENTER RESPONSE J56 56 0(G0)=47+1X J56 47 55(2.K2.K3) Q56B / A: ATTITUDES & FINANCIAL INSTITUTIONS / / INSTITUTIONS ALREADY LISTED: / '^45M45(N"<")’31( / / ENTER NAME(S) OF NEW INSTITUTION(S): / '^E45M43(Q0)’57( / / / / / ^B C1 PRESS ENTER TO CONTINUE J47 56 B55(1)+M43(Q0)+45("<")=AN INSTITUTION NAME MUST BE ENTE /RED! R47 56 *>>>>>>>>>>>>>>>>>>>>>>>>>>END INSTITUTION LOOP 2<<<<<<<<<<<<<<<<<<<<<<<<<<<<<< Q57B INSTITUTIONS. / A: ATTITUDES & FINANCIAL INSTITUTIONS / /INSTITUTION TYPE METHOD DISTANCE MILES / /'^45M47(G0)+48(A)’19( '^48’17( '^1613’10( '^52’12( '^53’6( / / / / / / / / / ^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(2)=:1: J58 71 41(4) Q58B 21 A5_10.CASH CARD? / A: ATTITUDES & FINANCIAL INSTITUTIONS / /~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 / any of 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 any of 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: ATTITUDES & FINANCIAL INSTITUTIONS / / 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 J72 73 M50(7)=:1: Q72B 19 A5_10_2.DIRECT DEPOSIT? / A: ATTITUDES & FINANCIAL INSTITUTIONS / / 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 / A: ATTITUDES & FINANCIAL INSTITUTIONS / /~IF M50(7) /~IF 0A(LE1)=6AM25(N2)= / Earlier you said you use direct deposit. What types of deposits / are these: paychecks, Social Security benefits, or other types of / deposits? /~ELSE / Earlier you said you and your family living here use direct / deposit. What types of deposits are these: paychecks, Social Security / benefits, or other types of deposits? /~END /~ELSE / What kinds of deposits are these? /~END / / CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN C1 PAYCHECK C2 SOCIAL SECURITY C3 OTHER C10 G 1/3 J74 74 75 73(3) Q74U A5_10_3V.SPECIFY / A: ATTITUDES & FINANCIAL INSTITUTIONS / PLEASE SPECIFY. V M!a_! J75 487 M50(8)=:1: Q75B 19 A5_10_4.AUTOMATIC PAYMENTS? / A: ATTITUDES & FINANCIAL INSTITUTIONS / / Some people have their mortgage or rent payments, utility or insurance / bills, or other payments automatically deducted 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 / A: ATTITUDES & FINANCIAL INSTITUTIONS / /~IF M50(8) /~IF 0A(LE1)=6AM25(N2)= / Earlier you said you use direct payments. What types of automatic / payments are these: utility bills, mortgage or rent payments, or some / other payments made directly from an account without the need to write / a check? /~ELSE / Earlier you said you and your family living here use direct payments. / What types of automatic payments are these: utility bills, mortgage or / rent payments, or some other payments made directly from an account / without the need to write a check? /~END /~ELSE / What sorts of payments are these? /~END / / CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN C1 UTILITY BILLS C2 MORTGAGE/RENT C3 INSURANCE C4 OTHER C10 G 1/4 J498 498 755 487(4) Q498U A5_10_5V.SPECIFY / A: ATTITUDES & FINANCIAL INSTITUTIONS / PLEASE SPECIFY. V M!a_! Q755B 19 A5_10_6.SMART CARDS /QxQ A: ATTITUDES & FINANCIAL INSTITUTIONS / / / 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: CREDIT ATTITUDES AND CREDIT CARDS ******************************************************************************** Q60B B1.BUY ON INSTALLMENT /QxQ B: CREDIT ATTITUDES AND CREDIT CARDS /^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 B: CREDIT ATTITUDES AND CREDIT CARDS /~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? / B: CREDIT ATTITUDES AND CREDIT CARDS / /~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 / / INCLUDE PRE-APPROVED CREDIT THAT R ACCEPTED / / ^B J64 63 B63(0+"0")=PLEASE ENTER RESPONSE J64 69 63(A+N1) Q64B B3.TURNED DOWN IN LAST 5 YRS? / B: CREDIT ATTITUDES AND CREDIT CARDS / /~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? / B: CREDIT ATTITUDES AND CREDIT CARDS / /~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 / B: CREDIT ATTITUDES AND CREDIT CARDS / /~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 / B: CREDIT ATTITUDES AND CREDIT CARDS /^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 / B: CREDIT ATTITUDES AND CREDIT CARDS / PLEASE SPECIFY. V M!a_! Q69B 19 B3_4.THOUGHT MIGHT BE TURNED DOWN / B: CREDIT ATTITUDES AND CREDIT CARDS / /~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? / B: CREDIT ATTITUDES AND CREDIT CARDS / /~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? / B: CREDIT ATTITUDES AND CREDIT CARDS /^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 Macy's, Sears, Wal-Mart, furniture, clothing and other / store cards 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 B: CREDIT ATTITUDES AND CREDIT CARDS / (SHOW CARD 5) / /~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 / B: CREDIT ATTITUDES AND CREDIT CARDS /~IF 77(1) / CARD(S): VISA, MASTERCARD, DISCOVER, OR OPTIMA CARDS /~ELSE 77(2) / CARD(S): MACY'S, SEARS, WAL-MART, FURNITURE, CLOTHING AND OTHER STORE CARDS /~ELSE 77(3) / CARD(S): GASOLINE CARDS SUCH AS SHELL, EXXON, BP, TEXACO, or AMOCO /~ELSE 77(4) / CARD(S): AMERICAN EXPRESS, DINERS CLUB, OR CARTE BLANCHE CARDS /~ELSE 77(5) / CARD(S): AIRLINE, CAR RENTAL, OR OTHER CARDS /~END / / How many? / / (Please do not count duplicate cards for the same account or any business / or company accounts.) / / / # OF ACCOUNTS: ^B V !U__!(1/99) Q80UB 6 B7.AMOUNT OF NEW CHARGES / B: CREDIT ATTITUDES AND CREDIT CARDS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 77(1) / CARD(S): VISA, MASTERCARD, DISCOVER, OR OPTIMA CARDS /~ELSE 77(2) / CARD(S): MACY'S, SEARS, WAL-MART, FURNITURE, CLOTHING AND OTHER STORE CARDS /~ELSE 77(3) / CARD(S): GASOLINE CARDS SUCH AS SHELL, EXXON, BP, TEXACO, or AMOCO /~ELSE 77(4) / CARD(S): AMERICAN EXPRESS, DINERS CLUB, OR CARTE BLANCHE CARDS /~ELSE 77(5) / CARD(S): AIRLINE, CAR RENTAL, OR OTHER CARDS /~END / /~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",0/999999) *******************************CALL DKDOL98************************************* J81 80 B80(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS [ /F2] AGAIN AND DELETE COMMENT! J81 82 80(0+"0") J81 80 B80(","."-"."+")=INVALID RESPONSE! Q81 DK. A30 DKDOL98.VQ C1 ^80 C2 8 J82 80 B81("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q82UB 6 B8.BALANCE STILL OWED /QxQ B: CREDIT ATTITUDES AND CREDIT CARDS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 77(1) / CARD(S): VISA, MASTERCARD, DISCOVER, OR OPTIMA CARDS /~ELSE 77(2) / CARD(S): MACY'S, SEARS, WAL-MART, FURNITURE, CLOTHING AND OTHER STORE CARDS /~ELSE 77(3) / CARD(S): GASOLINE CARDS SUCH AS SHELL, EXXON, BP, TEXACO, or AMOCO /~ELSE 77(4) / CARD(S): AMERICAN EXPRESS, DINERS CLUB, OR CARTE BLANCHE CARDS /~ELSE 77(5) / CARD(S): AIRLINE, CAR RENTAL, OR OTHER CARDS /~END / /~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$___,___.!("range",0/999999) J83 82 B82(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS [ /F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J83 84 82(0+"0") J83 82 B82(","."-"."+")=INVALID RESPONSE! Q83 DK. A30 DKDOL98.VQ C1 ^82 C2 7 J84 82 B83("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J84 77 77(G1) Q84UB 6 B9.CREDIT LIMIT / B: CREDIT ATTITUDES AND CREDIT CARDS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 77(1) / CARD(S): VISA, MASTERCARD, DISCOVER, OR OPTIMA CARDS /~ELSE 77(2) / CARD(S): MACY'S, SEARS, WAL-MART, FURNITURE, CLOTHING AND OTHER STORE CARDS /~ELSE 77(3) / CARD(S): GASOLINE CARDS SUCH AS SHELL, EXXON, BP, TEXACO, or AMOCO /~ELSE 77(4) / CARD(S): AMERICAN EXPRESS, DINERS CLUB, OR CARTE BLANCHE CARDS /~ELSE 77(5) / CARD(S): AIRLINE, CAR RENTAL, OR OTHER CARDS /~END / /~IF 79(G1.K2.K3) / What is the maximum amount you could borrow on all of these / accounts; that is, what is your total credit limit? /~ELSE / What is the maximum amount you could borrow on this account; / that is, what is your total credit limit? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___.!("range",1/999999) J85 84 B84(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS [ /F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J85 84 B84(","."-"."+")=INVALID RESPONSE! Q85 DK. A30 DKDOL98.VQ C1 ^84 C2 6 J86 84 B85("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q86UB B9_1.INTEREST ON CARD W/LARGEST BALANCE / B: CREDIT ATTITUDES AND CREDIT CARDS /~IF 77(1) / CARD(S): VISA, MASTERCARD, DISCOVER, OR OPTIMA CARDS /~ELSE 77(2) / CARD(S): MACY'S, SEARS, WAL-MART, FURNITURE, CLOTHING AND OTHER STORE CARDS /~ELSE 77(3) / CARD(S): GASOLINE CARDS SUCH AS SHELL, EXXON, BP, TEXACO, or AMOCO /~ELSE 77(4) / CARD(S): AMERICAN EXPRESS, DINERS CLUB, OR CARTE BLANCHE CARDS /~ELSE 77(5) / CARD(S): AIRLINE, CAR RENTAL, OR OTHER CARDS /~END / /~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__._!(1/100) Q88MC B10.INSTITUTION /QxQ B: CREDIT ATTITUDES AND CREDIT CARDS /~IF 77(1) / CARD(S): VISA, MASTERCARD, DISCOVER, OR OPTIMA CARDS /~ELSE 77(2) / CARD(S): MACY'S, SEARS, WAL-MART, FURNITURE, CLOTHING AND OTHER STORE CARDS /~ELSE 77(3) / CARD(S): GASOLINE CARDS SUCH AS SHELL, EXXON, BP, TEXACO, or AMOCO /~ELSE 77(4) / CARD(S): AMERICAN EXPRESS, DINERS CLUB, OR CARTE BLANCHE CARDS /~ELSE 77(5) / CARD(S): AIRLINE, CAR RENTAL, OR OTHER CARDS /~END /~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? /~ELSE / Please look at the Institutions Card. Is this credit card with any / institution on the Institutions Card, or from someplace else? /~END / CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN /^C2 IF INSTITUTIONS CARD: Which institution? /~IF M45("<") / IF "SOMEPLACE ELSE": What institution is that? /~ELSE / IF "SOMEPLACE ELSE": What type of institution is that? /~END C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= C11 COMMERCIAL BANK C12 S&L/SAVINGS BANK C13 CREDIT UNION C15 STORE OR OTHER BUSINESS C22 OTHER C51 AMERICAN EXPRESS(OPTIMA) C52 GASOLINE COMPANY C54 MEMBERSHIP ORG. C55 DISCOVER/NOVUS G '<1/6(=M43('<1/6()+45(N"<") G 11/15,51/52,55,54,22 *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(22) Q89U B10V.SPECIFY / B: CREDIT ATTITUDES AND CREDIT CARDS / / 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 B: CREDIT ATTITUDES AND CREDIT CARDS /^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 B: CREDIT ATTITUDES AND CREDIT CARDS / /~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 / DO NOT INCLUDE ACCOUNTS WHERE R DOES NOT OWE MONEY. / / ^B J92 91 B91(0+"0")=PLEASE ENTER RESPONSE J92 95 91(A+N1) Q92UB 2 B14.HOW MANY ACCOUNTS WITH BALANCE? / B: CREDIT ATTITUDES AND CREDIT CARDS / /~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 (1/99){Nn} Q93UB 6 B15.BALANCE STILL OWED / B: CREDIT ATTITUDES AND CREDIT CARDS / 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! J94 93 B93(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS [ /F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J94 95 93(0+"0") J94 93 B93(","."-"."+")=INVALID RESPONSE! Q94 DK. A30 DKDOL98.VQ C1 ^93 C2 7 J95 93 B94("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** ******************************************************************************** *SECTION D: PRINCIPAL RESIDENCE, LINES OF CREDIT ******************************************************************************** Q95B D1.WHERE DOES R LIVE? /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / INTERVIEWER OBSERVATION (ASK IF INTERVIEW NOT DONE AT R'S HOME) / / 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 D: PRINCIPAL RESIDENCE, LINES OF CREDIT / Now I have some questions about this property. / / About how many acres is this ^96(1/2), including any acres that / you rent or rent out to others? / / ^B ACRES V !.U___,___.!(1/999999) Q98B 19 D3.FARMING OR RANCHING BUSINESS? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT /~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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT /~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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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) J101 100 B100(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J101 104 100(0+"0") J101 100 B100(","."-"."+")=INVALID RESPONSE! Q101 DK. A30 DKDOL98.VQ C1 ^100 C2 6 J102 100 B101("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J102 104 101(0) Q102B D3_2F.FREQUENCY OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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 C7 Other C11 Twice per year C12 Bimonthly G 0,2,3,4,12,5,11,6,7 J103 102 B102(0+"0")=PLEASE ENTER RESPONSE J103 104 102(N7) Q103U D3_2FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! J104 184 98(2.K2.K3) Q104B D4.WHAT PART USED FOR FARMING/RANCHING? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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 D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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$__,___.!("range",1/99999) J111 110 B110(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J111 110 B110(","."-"."+")=INVALID RESPONSE! Q111 DK. A30 DKDOL98.VQ C1 ^110 C2 6 J112 110 B111("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J112 114 111(0) Q112B 102 D5_2F.FREQUENCY OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often is that amount collected? / / ^B J113 112 B112(0+"0")=PLEASE ENTER RESPONSE J113 114 112(N7) Q113U D5_2FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q114UB 8 D5_3.VALUE OF LAND AND BUILDINGS /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / Could you tell me the current value of all the land and buildings - / that is, what would it bring if it were sold today? Do not include / any farm animals, implements or crops. / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$__,___,___.!("range",0/99999999) * SKIP TO Q.20 J115 114 B114(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J115 116 114(0+"0") J115 114 B114(","."-"."+")=INVALID RESPONSE! Q115 DK. A30 DKDOL98.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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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 (1896/1998){NNNN} J119 117 B117(GQ4)+118(1998)=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 1165 117(A) Q119B 98 D6.FARM/RANCHING BUSINESS PAY RENT? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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$__,___.!("range",1/99999) J121 120 B120(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J121 120 B120(","."-"."+")=INVALID RESPONSE! Q121 DK. A30 DKDOL98.VQ C1 ^120 C2 6 J122 120 B121("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J122 124 121(0) Q122B 102 D6_1F.FREQEUNCY OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often is that amount collected? / / ^B J123 122 B122(0+"0")=PLEASE ENTER RESPONSE J123 124 122(N7) Q123U D6_1FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q124B 98 D7.DO YOU PAY RENT FOR PROPERTY? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / /~IF 0A(LE1)=6AM25(N2)= / Do you pay any rent for this property? /~ELSE / Do you or anyone in your family living here pay any rent for this / property? /~END / / ^B * Yes. . . . . . . . . (GO TO Q.7.1) . . . . . . . . 1 * No . . . . . . . . . (SKIP TO Q.8) . . . . . . . . 2 J125 124 B124(0+"0")=PLEASE ENTER RESPONSE J125 129 124(A+N1) Q125UB 5 D7_1.AMOUNT OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / How much rent do you pay? /~ELSE / How much rent do you or your family living here pay? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$__,___.!("range",1/99999) J126 125 B125(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J126 125 B125(","."-"."+")=INVALID RESPONSE! Q126 DK. A30 DKDOL98.VQ C1 ^125 C2 6 J127 125 B126("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J127 129 126(0) Q127B 102 D7_1F.FREQUENCY OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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(N7) Q128U D7_1FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q129B D8.PERCENT OF PROPERTY OWNED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / ENTER PERCENTAGE: ^B V !.U___.__%!(0/100){Nnn\.nn} *CAPI NOTE PERCENT MUST BE <= 100 ACRES MUST BE <= D2 * *9. QUESTION DELETED. J131 132 129(N2) Q131UB 5 D8ACRES.ACRES OWNED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / ENTER ACREAGE: ^B V !.U__,___.!(0/99999) J132 131 B131(GQ97)+97(G0)=ACREAGE OWNED CANNOT BE > TOTAL ACREA /GE! Q132UB 8 D10.VALUE OF LAND OWNED /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / 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$__,___,___.!("range",0/99999999) J133 132 B132(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J133 134 132(0+"0") J133 132 B132(","."-"."+")=INVALID RESPONSE! Q133 DK. A30 DKDOL98.VQ C1 ^132 C2 1 J134 132 B133("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** * SKIP TO Q.20 J134 209 132(A) *******************************MOBILE HOME************************************* Q134B D11.MOBILE HOME-OWN OR RENT? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF 0A(LE1)=6AM25(N2)= / Now I have some questions about your home. Do you own both this / mobile home and site or lot, do you own only the mobile home, do you / own only the site, do you rent both the home and site, or what? /~ELSE / Now I have some questions about your home. Do you or your family / living here own both this mobile home and site or lot, do you own only / the mobile home, do you own only the site, do you rent both the home / and site, or what? /~END / / ^B C0 C1 Own both home and site C2 Own only site C3 Own only home C4 Rent both C5 Neither own nor rent J135 134 B134(0+"0")=PLEASE ENTER RESPONSE J135 166 134(1) J135 149 134(3) J135 160 134(4) J135 146 134(5) J135 147 134(K2.K3) Q135UB 4 D11_1.AMOUNT OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / About how much rent do you pay on this home? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$_,___.!("range",0/9999) J136 135 B135(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J136 139 135(0+"0") J136 135 B135(","."-"."+")=INVALID RESPONSE! Q136 DK. A30 DKDOL98.VQ C1 ^135 C2 8 J137 135 B136("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J137 139 136(0) Q137B 102 D11_1FV.FREQUENCTY OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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(N7) Q138U D11_1FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q139UB 6 D11_2.CURRENT VALUE OF SITE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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$___,___.!("range",0/999999) J140 139 B139(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J140 141 139(0+"0") J140 139 B139(","."-"."+")=INVALID RESPONSE! Q140 DK. A30 DKDOL98.VQ C1 ^139 C2 4 J141 139 B140("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q141B D11_3.GIFT/INHERITANCE-R PURCHASED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / In what month and year did you purchase the site? / (INTERVIEWER: IF GIFT/INHERITANCE, ASK WHEN RECEIVED.) / / ^B / / JAN = 1 APR = 4 JUL = 7 OCT = 10 / FEB = 2 MAY = 5 AUG = 8 NOV = 11 / MAR = 3 JUN = 6 SEP = 9 DEC = 12 / / ^B ^B / MONTH YEAR C0 C1 GIFT/INHERITANCE C2 R PURCHASED G 0,2,1 J142 141 B141(0+"0")=PLEASE ENTER RESPONSE Q142UB 2 D11_3M.MONTH PURCHASED/RECEIVED V (1/12){Nn} Q143UB 4 D11_3Y.YEAR PURCHASE/RECEIVED V (1896/1998){NNNN} J144 141 B142(GQ4)+143(1998)=DATE MUST PRE-DATE DATE OF INTERVIE /W! *CAPI NOTE: WILL PUT GIFT/INHERITANCE . . . . . 1 ON SAME SCREEN AS DATE. * DATE FOR D11.3 MUST PREDATE DATE OF THE INTERVIEW Q144UB 6 D11_4.COST OF SITE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / How much did this site cost when you originally acquired it? / (INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED.) / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___.!("range",0/999999) J145 144 B144(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J145 146 144(0+"0") J145 144 B144(","."-"."+")=INVALID RESPONSE! Q145 DK. A30 DKDOL98.VQ C1 ^144 C2 4 J146 144 B145("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J146 1168 144(A) * SKIP TO Q.22 Q146U D11_5. / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / How is that? V M!a_! Q147UB 2 D11_6M.MONTH MOVED INTO MOBILE HOME / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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 (1896/1998){NNNN} * SKIP TO D52 J149 1165 148(A) ***************************R OWNS ONLY MOBILE HOME****************************** Q149UB 4 D12.AMOUNT OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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$_,___.!("range",0/9999) J150 149 B149(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J150 153 149(0+"0") J150 149 B149(","."-"."+")=INVALID RESPONSE! Q150 DK. A30 DKDOL98.VQ C1 ^149 C2 8 J151 149 B150("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J151 153 150(0) Q151B 102 D12F.FREQUENCY OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often is it paid? / / ^B J152 151 B151(0+"0")=PLEASE ENTER RESPONSE J152 153 151(N7) Q152U D12FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q153UB 6 D12_1.CURRENT VALUE OF MOBILE HOME / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / Could you tell me the current value of this mobile home? / I mean, about what would it bring if it were sold today? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___.!("range",0/999999) J154 153 B153(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J154 155 153(0+"0") J154 153 B153(","."-"."+")=INVALID RESPONSE! Q154 DK. A30 DKDOL98.VQ C1 ^153 C2 6 J155 153 B154("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q155B D12_2GFT.GIFT/INHERITANCE-R PURCHASED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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 G 0,2,1 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 (1896/1998){NNNN} J158 155 B156(GQ4)+157(1998)=DATE MUST PRE-DATE DATE OF INTERVIE /W! *CAPI NOTE: TREAT THE SAME AS D11.3. Q158UB 6 D12_3.COST OF MOBILE HOME? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / 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$___,___.!("range",1/999999) J159 158 B158(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J159 160 158(0+"0") J159 158 B158(","."-"."+")=INVALID RESPONSE! Q159 DK. A30 DKDOL98.VQ C1 ^158 C2 6 J160 158 B159("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** * SKIP TO Q.22, PAGE D-21 J160 1168 158(A) *************************R RENTS MOBILE HOME AND SITE************************** Q160UB 4 D13.AMOUNT OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / About how much rent do you pay on this home and site? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$_,___.!("range",0/9999) J161 160 B160(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J161 164 160(0+"0") J161 160 B160(","."-"."+")=INVALID RESPONSE! Q161 DK. A30 DKDOL98.VQ C1 ^160 C2 8 J162 160 B161("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J162 164 161(0) Q162B 102 D13F.FREQUENCY OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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(N7) Q163U D13FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q164UB 2 D13_1M.MONTH MOVED INTO MOBILE HOME / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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 (1896/1998){NNNN} * SKIP TO D52 J166 1165 164(A) *********************R OWNS BOTH MOBILE HOME AND SITE*************************** Q166UB 6 D14.CURRENT VALUE OF HOME AND SITE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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$___,___.!("range",0/999999) J167 166 B166(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J167 168 166(0+"0") J167 166 B166(","."-"."+")=INVALID RESPONSE! Q167 DK. A30 DKDOL98.VQ C1 ^166 C2 5 J168 166 B167("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q168B 98 D15.SITE AND HOME PURCHASE SEPARATELY? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / Were the site and mobile home purchased separately? / / ^B J169 168 B168(0+"0")=PLEASE ENTER RESPONSE J169 179 168(2.K2.K3) Q169B D15_1.GIFT/INHERITANCE-R PURCHASE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / In what month and year did you purchase this mobile home? / (INTERVIEWER: IF GIFT/INHERITANCE, ASK WHEN RECEIVED.) / / ^B / / JAN = 1 APR = 4 JUL = 7 OCT = 10 / FEB = 2 MAY = 5 AUG = 8 NOV = 11 / MAR = 3 JUN = 6 SEP = 9 DEC = 12 / / ^B ^B / MONTH YEAR C0 C1 GIFT/INHERITANCE C2 R PURCHASED G 0,2,1 J170 169 B169(0+"0")=PLEASE ENTER RESPONSE Q170UB 2 D15_1M.MONTH PURCHASED/RECEIVED V (1/12){Nn} Q171UB 4 D15_1Y.YEAR PURCHASED/RECEIVED V (1896/1998){NNNN} J172 169 B170(GQ4)+171(1998)=DATE MUST PRE-DATE DATE OF INTERVIE /W! *CAPI NOTE: TREAT THE SAME AS D11.3 Q172UB 6 D15_2.COST OF MOBILE HOME / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / How much did the mobile home cost when you originally acquired it? / / INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED. / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___.!("range",0/999999) J173 172 B172(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J173 174 172(0+"0") J173 172 B172(","."-"."+")=INVALID RESPONSE! Q173 DK. A30 DKDOL98.VQ C1 ^172 C2 6 J174 172 B173("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q174B D15_3.GIFT/INHERITANCE-R PURCHASED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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 G 0,2,1 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 (1896/1998){NNNN} J177 174 B175(GQ4)+176(1998)=DATE MUST PRE-DATE DATE OF INTERVIE /W! *CAPI NOTE: TREAT AS D11.3 Q177UB 6 D15_4.COST OF SITE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / 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$___,___.!("range",1/999999) J178 177 B177(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J178 179 177(0+"0") J178 177 B177(","."-"."+")=INVALID RESPONSE! Q178 DK. A30 DKDOL98.VQ C1 ^177 C2 6 J179 177 B178("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** * SKIP TO Q.22, PAGE D-31 J179 1168 177(A) Q179B D15_5.GIFT/INHERITANCE-R PURCHASED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / In what month and year did you purchase this mobile home and site? / (INTERVIEWER: IF GIFT/INHERITANCE, ASK WHEN RECEIVED.) / / ^B / / JAN = 1 APR = 4 JUL = 7 OCT = 10 / FEB = 2 MAY = 5 AUG = 8 NOV = 11 / MAR = 3 JUN = 6 SEP = 9 DEC = 12 / / ^B ^B / MONTH YEAR C0 C1 GIFT/INHERITANCE C2 R PURCHASED G 0,2,1 J180 179 B179(0+"0")=PLEASE ENTER RESPONSE Q180UB 2 D15_5M.MONTH PURCHASED/RECEIVED V (1/12){Nn} Q181UB 4 D15_5Y.YEAR PURCHASED/RECEIVED V (1896/1998){NNNN} J182 179 B180(GQ4)+181(1998)=DATE MUST PRE-DATE DATE OF INTERVIE /W! *CAPI NOTE: TREAT AS D11.3 Q182UB 6 D15_6.COST OF HOME/SITE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / How much did the mobile home and site cost when you originally / acquired it? / / INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED. / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___.!("range",0/999999) J183 182 B182(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J183 184 182(0+"0") J183 182 B182(","."-"."+")=INVALID RESPONSE! Q183 DK. A30 DKDOL98.VQ C1 ^182 C2 5 J184 182 B183("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** *SKIP TO Q.22, PAGE D-21 J184 1168 182(A) *********************OTHER HOUSING ARRANGEMENTS********************************* Q184B D16.OWN, RENT, CONDO ASSOCIATION? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / How is your housing provided? V M!a_! Q185B 98 D16_05.DO YOU OWN ANY PART? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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) J189 188 B188(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J189 188 B188(","."-"."+")=INVALID RESPONSE! Q189 DK. A30 DKDOL98.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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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(N7) Q191U D16_2FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q192B 98 D16_3.R LIVE IN MUTIPLE HU STRUCTURE? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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 (1898/1998){NNNN} * SKIP TO D52 J196 301 185(2)+195(G0.K2.K3) J196 1165 195(G0.K2.K3) *****************************R PAYS RENT*************************************** Q196UB 5 D17.AMOUNT OF RENT /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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) J197 196 B196(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J197 200 196(0+"0") J197 196 B196(","."-"."+")=INVALID RESPONSE! Q197 DK. A30 DKDOL98.VQ C1 ^196 C2 8 J198 196 B197("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J198 200 197(0) Q198B 102 D17F.FREQUENCY OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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(N7) Q199U D17FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q200B D17_1.INCLUDE SOME OR ALL UTILITIES? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~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 (1896/1998){NNNN} * SKIP TO D52 J204 1165 203(A) ********************R LIVES IN MULTIPLE HU STRUCTURE**************************** Q204B D18.OWN ENTIRE BUILDING OR UNIT? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / Do you own your unit separately from the rest of the building? / / ^B Q207UB 8 D19.CURRENT VALUE OF HOME/PROPERTY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~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$__,___,___.!("range",1/99999999) *CAPI NOTE: TEXT FILL FOR D19 USED IF D18.1="Y" J208 207 B207(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J208 209 207(0+"0") J208 207 B207(","."-"."+")=INVALID RESPONSE! Q208 DK. A30 DKDOL98.VQ C1 ^207 C2 3 J209 207 B208("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q209B D20GFT.GIFT/INHERITANCE-R PURCHASED /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / In what month and year did you first purchase any part of this property? / (INTERVIEWER: IF GIFT/INHERITANCE, ASK WHEN RECEIVED.) / / ^B / / JAN = 1 APR = 4 JUL = 7 OCT = 10 / FEB = 2 MAY = 5 AUG = 8 NOV = 11 / MAR = 3 JUN = 6 SEP = 9 DEC = 12 / / ^B ^B / MONTH YEAR C0 C1 GIFT/INHERITANCE C2 R PURCHASED G 0,2,1 J210 209 B209(0+"0")=PLEASE ENTER RESPONSE Q210UB 2 D20M.MONTH PURCHASED/RECEIVED V (1/12){Nn} Q211UB 4 D20Y.YEAR PURCHASED/RECEIVED V (1896/1998){NNNN} J212 209 B210(GQ4)+211(1998)=DATE MUST PRE-DATE DATE OF INTERVIE /W! *CAPI NOTE: TREAT THE SAME AS D11.3. Q212UB 8 D21.COST OF HOME/LAND /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / How much did it cost when you originally acquired it? / / INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED. / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$__,___,___.!("range",1/99999999) J213 212 B212(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J213 1168 212(0+"0") J213 212 B212(","."-"."+")=INVALID RESPONSE! Q213 DK. A30 DKDOL98.VQ C1 ^212 C2 4 J1168 212 B213("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q1168B / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF 0A(LE1)=6AM25(N2)= / How many years have you lived within about 25 miles of your / current home? /~ELSE / How many years have you or anyone in your family here lived / within about 25 miles of your current home? /~END / (INTERVIEWER: IF R HAS LIVED IN THIS LOCATION MORE THAN ONCE, CONSIDER / THE MOST RECENT TIME.) / / ^B C0 C1 ENTER YEARS C2 LESS THAN A YEAR C3 ENTIRE LIFE J1471 1168 B1168(0+"0")=PLEASE ENTER RESPONSE J1471 773 1168(N1) Q1471UB 2 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / NUMBER OF YEARS: ^B V (1/99) Q773B D21_1.CHANCES OF LIVING HERE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / (SHOW CARD 6) / 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 /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~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) J215 214 B214(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J215 218 214(0+"0") J215 214 B214(","."-"."+")=INVALID RESPONSE! Q215 DK. A30 DKDOL98.VQ C1 ^214 C2 7 J216 214 B215("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J216 218 215(0) Q216B 102 D22F.FREQUENCY OF TAXES / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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(N7) Q217U D22FV. / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q218B D23.MORTGAGE OR LAND CONTRACT? /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / Is there a mortgage or land contract on this (home/home and land/ / apartment/property)? / IF YES, SAY: Please do not include home equity loans or lines of credit. / / INTERVIEWER: IF R SAYS BOTH MORTGAGE AND LAND CONTRACT, CHOOSE MORTGAGE. / IF R SAYS REVERSE ANNUITY MORTGAGE, CODE MORTGAGE AND MAKE A NOTE [F2]. / / ^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 D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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 D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / Private mortgage insurance, or PMI, protects lenders against default. / Does your mortgage carry PMI? / (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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q223U D26.WHY CHOSEN / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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 D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF 224(L3) /~IF 218(1).272(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 (1896/1998){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 B226(LQ157.LQ171.LQ181)+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 225 B225(LQ156)+225(G0)+226(Q157)=REFINANCE DATE MUST BE LA /TER THAN PURCHASE DATE! J227 225 B225(LQ170)+225(G0)+226(Q171)=REFINANCE DATE MUST BE LA /TER THAN PURCHASE DATE! J227 225 B225(LQ180)+225(G0)+226(Q181)=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(NQ143)+143(G0) J227 228 226(G0)+143(A+0) J227 228 226(NQ157)+157(G0) J227 228 226(G0)+157(A+0) J227 228 226(NQ171)+171(G0)+226(NQ176)+176(G0) J227 228 226(G0)+171(A+0)+226(G0)+176(A+0) J227 228 226(NQ181)+181(G0) J227 228 226(G0)+181(A+0) Q227B 98 D27_1.ASSUMED FROM PREVIOUS OWNER? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / /~IF 224(1) /~IF 218(1).272(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).224(G1).218(2) Q228B D27_2.REFINANCE OR ROLLOVER / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF 218(1).272(1) / Did you take out this mortgage to: /~ELSE / Did you take out this land contract to: /~END / / ^B C0 C1 refinance or rollover an earlier loan, C2 borrow additional money on your home equity, C3 or to do both? J229 228 B228(0+"0")=PLEASE ENTER RESPONSE J229 230 228(1.K2.K3) Q229U D27_3. / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / For what purpose was the money used? V M!a_! Q230UB 8 D28.AMOUNT BORROWED OR REFINANCED /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF (224(1)+218(2)).(224(2)+272(2)) / What was the amount of the land contract when you took it out? /~ELSE / How much did you borrow or refinance? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$__,___,___.!("range",1/99999999) J231 230 B230(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J231 230 B230(","."-"."+")=INVALID RESPONSE! Q231 DK. A30 DKDOL98.VQ C1 ^230 C2 4 J232 230 B231("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q232UB 8 D29.AMOUNT STILL OWED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF (224(1)+218(2)).(224(2)+272(2)) / What is the amount still owed on the land contract? /~ELSE / How much is still owed on this loan? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$__,___,___.!("range",1/99999999) J233 232 B232(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J233 232 B232(","."-"."+")=INVALID RESPONSE! Q233 DK. A30 DKDOL98.VQ C1 ^232 C2 4 J234 232 B233("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q234B D30.YEARS, PAYMENTS, NO SET # / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF (224(1)+218(2)).(224(2)+272(2)) / How many years or payments did you agree upon when the land / contract was taken out? /~ELSE / How many years or payments did you agree upon when the loan was / taken out or refinanced? /~END / / ^B C0 C1 ENTER NUMBER OF YEARS C2 ENTER NUMBER OF PAYMENTS C3 NO SET NUMBER OF YEARS OR PAYMENTS J235 234 B234(0+"0")=PLEASE ENTER RESPONSE J235 236 234(2) J235 237 234(K2.K3) J235 241 234(3) Q235UB 2 D30YS.NUMBER OF YEARS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / NUMBER OF YEARS: ^B V !U__!(1/99) J236 237 234(1) Q236UB 3 D30PAY.NUMBER OF PAYMENTS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / NUMBER OF PAYMENTS: ^B V !U___!(1/999) Q237UB 6 D31.AMOUNT OF PAYMENTS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / How much are the payments? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO REGULAR PAYMENTS, PRESS [F6] KEY. / / ^B V !.A$___,___.!("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! J238 237 B237(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J238 241 237(0+"0").237("NT") J238 237 B237(","."-"."+")=INVALID RESPONSE! Q238 DK. A30 DKDOL98.VQ C1 ^237 C2 7 J239 237 B238("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J239 241 238(0) Q239B D31F.FREQUENCY OF PAYMENTS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often are they due? / / ^B C0 /7 102 0 C8 Lump sum/one payment only C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J240 239 B239(0+"0")=PLEASE ENTER RESPONSE J240 241 239(N7) Q240U D31FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! J241 245 238(G0).237(K2) Q241UB 7 D31_1.AMOUNT OF TYPICAL PAYMENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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$_,___,___.!("range,NT",0/9999999) J242 241 B241(GQ230)+230(G0)=PAYMENTS CANNOT BE > THAN AMOUNT BO /RROWED! J242 241 B241(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J242 245 241(0+"0").241("NT") J242 241 B241(","."-"."+")=INVALID RESPONSE! Q242 DK. A30 DKDOL98.VQ C1 ^241 C2 7 J243 241 B242("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J243 245 242(0) Q243B D31_1F.FREQUENCY OF PAYMENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often is it made? / / ^B C0 /7 102 0 C8 Lump sum/one payment only C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J244 243 B243(0+"0")=PLEASE ENTER RESPONSE J244 245 243(N7) Q244U D31_1FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! J245 250 242(0)+241(A) J245 246 237(K2)+238(0) J245 246 224(G1) Q245B D32.PAYMENT INCLUDE TAXES/INSURANCE? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / Does the amount include property taxes or home owners insurance? / (Which?) / / ^B C0 C1 Taxes only C2 Insurance only C3 Both C4 Neither J246 245 B245(0+"0")=PLEASE ENTER RESPONSE Q246B D33.WILL THERE BE BALLOON PAYMENT? /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / Will the (regular) payments repay the loan completely, or will there be / a balance payable, or "balloon" payment, when the loan is due? / / ^B C0 C1 Repay completely C2 Balance payable or Balloon *Repay completely (SKIP TO Q.34) *Balloon (GO TO Q.33.1) J247 246 B246(0+"0")=PLEASE ENTER RESPONSE J247 249 246(N2) Q247UB 7 D33_1.AMOUNT OF BALLOON PAYMENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / What will the balance due or balloon payment be? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$_,___,___.!("range",1/9999999) J248 247 B247(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J248 247 B247(","."-"."+")=INVALID RESPONSE! Q248 DK. A30 DKDOL98.VQ C1 ^247 C2 4 J249 247 B248("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J249 250 234(3) Q249B D34.AHEAD, BEHIND, OR ON SCHEDULE? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF (224(1)+218(2)).(224(2)+272(2)) / Are you paying off this land contract ahead of schedule, behind / schedule, or are the payments about on schedule? /~ELSE / Are you paying off this loan ahead of schedule, behind schedule, / or are the payments about on schedule? /~END / / ^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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF (224(1)+218(2)).(224(2)+272(2)) / When do you expect this land contract to be repaid? /~ELSE / When do you expect this loan to be repaid? /~END / / ^B / YEAR V (1998/2030,U2031/2050){NNNN} Q251UB 5 D35.ANNUAL INTEREST RATE ON LOAN / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF (224(1)+218(2)).(224(2)+272(2)) / What is the current annual rate of interest on the land contract? /~ELSE / What is the current annual rate of interest being charged on the loan? /~END / / ^B V !.U__.__%!(0/100){Nnn\.nn} Q252B D36.INSTITUTION / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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 M45("<") / IF "SOMEPLACE ELSE": What institution is that? /~ELSE / IF "SOMEPLACE ELSE": What type of institution is that? /~END / / INTERVIEWER: CHECK INSTITUTION CARD AND UPDATE IF A NEW INSTITUTION IS / MENTIONED AT THIS POINT. /^Y1^C2 / ^B C0 C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= C11 COMMERCIAL BANK C12 S&L/SAVINGS BNK C14 FINANCE/LOAN CO C17 INSURANCE CO C18 MORTGAGE CO C19 CONTRACTOR/DEVELOPER C20 PRIOR OWNER C22 OTHER G 0 G '<1/6(=M43('<1/6()+45(N"<")= G '<1/6(=0A('<0/5()=43AM45(N"<")= G 11,12,14,17/20=0A(6)=43AM45(N"<")= G 22 G E1/6,11,12,14,17/22 J253 252 B252(0+"0")=PLEASE ENTER RESPONSE J253 253 254 M43(Q252)+45("<") Q253B / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / INSTITUTIONS ALREADY LISTED: / '^45M45(N"<")’31( / / ENTER NAME OF NEW INSTITUTION: / '^E45M43(Q252)+45("<")’55( / / / / / ^B C1 PRESS ENTER TO CONTINUE J254 253 BM43(Q252)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J254 255 252(N22) Q254U D36V.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! J255 258 227(1) J255 256 224(G1) Q255B 98 D36_1.SAME INSTITUTION AS ORIG. LOAN? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / What other purpose? V M!a_! * (SKIP TO Q.39) J258 260 224(G1) Q258B D38.REASON CHOSE LENDER / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / (SHOW CARD 7) /~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 RATES C3 LOCATION OF OFFICES C4 OTHER BUSINESS WITH THEM C5 EASY TO QUALIFY C6 OTHER REASON J259 258 B258(0+"0")=PLEASE ENTER RESPONSE J259 260 258(N6) Q259U D38V.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q260B 98 D39.ADJUSTABLE RATE LOAN? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT /~IF (224(1)+218(2)).(224(2)+272(2)) / Is this an adjustable rate contract; that is does it have /~ELSE 224(3) / Is this an adjustable rate loan; that is, does it have /~ELSE / Is this an adjustable rate mortgage; that is, does it have /~END / an interest rate that can rise or fall from time to time? / / ^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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / On what other rate does it depend? V M!a_! Q263UB 2 D39_3.HOW OFTEN CAN RATE CHANGE? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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 /6 102 0 C7 Other (ENTER 1) C11 Twice per year C12 Bimonthly C13 Every three years C15 Continuously floating rate/when rate changes (ENTER 1) C16 Per 7 years C19 In total (ENTER 1) G 0,2/4,12,5,6,13,16,15,19,7 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(N7) Q266U D39_3FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q267B 98 D39_4.SIZE OF PAYMENTS CHANGE WITH RATE? /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF (224(1)+218(2)).(224(2)+272(2)) / When the interest rate on your land contract changes, does the size of /~ELSE 224(3) / When the interest rate on your loan changes, does the size of /~ELSE / When the interest rate on your mortgage changes, does the size of /~END / 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 /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / What is the most the rate can rise at any one time? / / IF R SAYS "POINTS", CLARIFY: Basis points or percentage points? (SEE QxQ) / / IF NO LIMIT, PRESS [F6] KEY. / / ^B/POINTS V !.A__.__%!("NT",0/100) J269 268 B268(0+"0")=INVALID RESPONSE! *NO LIMIT. . . . . . . . . . . . . . . . . . . . . . . . . . . .9995 J269 268 B268(","."-"."+")=INVALID RESPONSE! Q269UB 5 D39_6.ORIGINAL INTEREST RATE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF (224(1)+218(2)).(224(2)+272(2)) / What was the interest rate on this land contract when you first got it? /~ELSE 224(3) / What was the interest rate on this loan when you first got it? /~ELSE / What was the interest rate on this mortgage when you first got it? /~END / / ^B V !.U__.__%!(0/100){Nn\.nn} Q270UB 5 D39_7.HIGHEST RATE CAN GO UP /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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){Nn\.nn} 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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF (224(1)+218(2)).(224(2)+272(2)) / Is this a convertible land contract; that is do you have an option to / convert it to a land contract with a fixed interest rate? /~ELSE 224(3) / Is this a convertible loan; that is do you have an option to / convert it to a loan with a fixed interest rate? /~ELSE / Is this a convertible mortgage; that is do you have an option to / convert it to a mortgage with a fixed interest rate? /~END / / ^B J272 271 B271(0+"0")=PLEASE ENTER RESPONSE J272 273 224(G1) Q272B D40.SECOND MORTGAGE/LAND CONTRACT? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / Do you have a second mortgage or a land contract on this property? / IF YES, SAY: Please do not include 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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~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 / / IF YES, SAY: 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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~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 218(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 / IF YES, SAY: Please do not include home equity lines of credit. / / ^B * No.(SKIP TO Q.52) J275 274 B274(0+"0")=PLEASE ENTER RESPONSE J275 1165 274(A+N1) Q275UB 2 D42M.MONTH LOAN TAKEN OUT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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 (1896/1998){NNNN} J277 276 276(LQ211.LQ143)+276(G0)=REFINANCE DATE MUST BE LATER /THAN PURCHASE DATE! Q277UB 7 D43.AMOUNT BORROWED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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$_,___,___.!("range",0/9999999) J278 277 B277(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J278 279 277(0+"0") J278 277 B277(","."-"."+")=INVALID RESPONSE! Q278 DK. A30 DKDOL98.VQ C1 ^277 C2 6 J279 277 B278("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q279B D44.REGULAR INSTALLMENT LOAN? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / Is this a regular installment loan where you pay a fixed dollar / amount each month for a fixed number of months until the loan is / repaid, or some other kind? / / ^B C0 C1 Regular installment C2 Other kind J280 279 B279(0+"0")=PLEASE ENTER RESPONSE J280 288 279(2) Q280B 234 D45.YEARS OR PAYMENTS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / How many monthly payments or years were agreed upon when the loan / was received? / / ^B J281 280 B280(0+"0")=PLEASE ENTER RESPONSE J281 282 280(A+N1) Q281UB 2 D45YS.NUMBER OF YEARS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / NUMBER OF YEARS: ^B V !U__!(1/99) J282 283 280(N2) Q282UB 3 D45PAY.NUMBER OF PAYMENTS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / NUMBER OF PAYMENTS: ^B V !U___!(1/999) J283 284 Q283X C1 other C2 G 1=76(1) G 2=76(N1) J284 283 B283(0+"0")=PLEASE ENTER RESPONSE J284 288 280(3) Q284UB 5 D46.AMOUNT OF PAYMENTS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / How much are the payments? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO TYPICAL PAYMENTS, PRESS [F6] KEY. / / ^B V !.A$__,___.!("range,NT",0/99999) J285 284 B284(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J285 288 284(0+"0").284("NT") J285 284 B284(","."-"."+")=INVALID RESPONSE! Q285 DK. A30 DKDOL98.VQ C1 ^284 C2 7 J286 284 B285("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J286 288 285(0) Q286B D46F.FREQUENCY OF PAYMENTS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often are they made? / / ^B C0 /7 102 0 C8 Lump sum/one payment only C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J287 286 B286(0+"0")=PLEASE ENTER RESPONSE J287 288 286(N7) Q287U D46FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! J288 292 286(G0).284(K2) Q288UB 6 D47.AMOUNT OF TYPICAL PAYMENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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) J289 288 B288(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J289 292 288(0+"0").288("NT") J289 288 B288(","."-"."+")=INVALID RESPONSE! Q289 DK. A30 DKDOL98.VQ C1 ^288 C2 7 J290 288 B289("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J290 292 289(0) Q290B D47F.FREQUENCY OF TYPICAL PAYMENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often is it made? / / ^B C0 /7 102 0 C8 Lump sum/one payment only C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J291 290 B290(0+"0")=PLEASE ENTER RESPONSE J291 292 290(N7) Q291U D47FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! J292 293 288(A) Q292B D47_1.AHEAD, BEHIND, OR ON SCHEDULE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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 (1998/2030,U2031/2050){NNNN} J295 293 B294(L1998)+294(G0)=DATE CANNOT BE IN THE PAST! J295 293 B294(1998)+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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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) J296 295 B295(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J296 295 B295(","."-"."+")=INVALID RESPONSE! Q296 DK. A30 DKDOL98.VQ C1 ^295 C2 6 J297 295 B296("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q297UB 5 D50.ANNUAL INTEREST RATE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / What is the current annual rate of interest being charged on this loan? / / ^B V !.U__.__%!(0/100){Nn\.nn} *CAPI NOTE: FI MUST KEY THE DECIMAL POINT Q298B D51.INSTITUTION / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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 M45("<") / IF "SOMEPLACE ELSE": What institution is that? /~ELSE / IF "SOMEPLACE ELSE": What type of institution is that? /~END / / INTERVIEWER: CHECK INSTITUTION CARD AND UPDATE IF A NEW INSTITUTION IS / MENTIONED AT THIS POINT. /^Y1^C2 / ^B C0 C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= C11 COMMERCIAL BANK C12 S&L/SAVINGS BANK C13 CREDIT UNION C14 FINANCE/LOAN CO C22 OTHER G 0 G '<1/6(=M43('<1/6()+45(N"<")= G '<1/6(=0A('<0/5()=43AM45(N"<")= G 11/14=0A(6)=43AM45(N"<")= G 22 G E1/6,11/14,22 J299 298 B298(0+"0")=PLEASE ENTER RESPONSE J299 299 300 M43(Q298)+45("<") Q299B / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / INSTITUTIONS ALREADY LISTED: / '^45M45(N"<")’31( / / ENTER NAME OF NEW INSTITUTION: / '^E45M43(Q298)+45("<")’55( / / / / / ^B C1 PRESS ENTER TO CONTINUE J300 299 BM43(Q298)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J300 1165 298(N22) Q300U D51V.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! J1165 301 773(A) Q1165B / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF 0A(LE1)=6AM25(N2)= / How many years have you lived within about 25 miles of your / current home? /~ELSE / How many years have you or anyone in your family here lived / within about 25 miles of your current home? /~END / (INTERVIEWER: IF R HAS LIVED IN THIS LOCATION MORE THAN ONCE, CONSIDER / THE MOST RECENT TIME.) / / ^B C0 C1 ENTER YEARS C2 LESS THAN A YEAR C3 ENTIRE LIFE J1167 1165 B1165(0+"0")=PLEASE ENTER RESPONSE J1167 789 1165(N1) Q1167UB 2 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / NUMBER OF YEARS: ^B V (1/99) J789 301 773(A) Q789B 773 D51_1.CHANCES STILL LIVING HERE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / (SHOW CARD 6) / 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 D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~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 / D: PRINCIPAL RESIDENCE, 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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / ^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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / ^303 / / Do you currently owe any money on this line? / / ^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 8 D53_3.AMOUNT BORROWED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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$__,___,___.!("range",1/99999999) J307 306 B306(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J307 308 306(0+"0") J307 306 B306(","."-"."+")=INVALID RESPONSE! Q307 DK. A30 DKDOL98.VQ C1 ^306 C2 6 J308 306 B307("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q308U D53_4.WHAT WAS MONEY USED FOR? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / ^303 / / What was the money used for? (What was its major use?) V M!a_! Q309UB 8 D53_5.AMOUNT OWED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / ^303 / / / How much is currently owed? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$__,___,___.!("range",1/99999999) J310 309 B309(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J310 311 309(0+"0") J310 309 B309(","."-"."+")=INVALID RESPONSE! Q310 DK. A30 DKDOL98.VQ C1 ^309 C2 6 J311 309 B310("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q311UB 6 D53_6.AMOUNT OF TYPICAL PAYMENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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",0/999999) J312 311 B309(G0)+311(GQ309)=PAYMENTS MUST BE < AMOUNT OWED (^30 /9) J312 311 B311(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J312 315 311(0+"0").311("NT") J312 311 B311(","."-"."+")=INVALID RESPONSE! Q312 DK. A30 DKDOL98.VQ C1 ^311 C2 8 J313 311 B312("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J313 315 312(0) Q313B D53_6F.FREQUENCY OF TYPICAL PAYMENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ^303 / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often is it made? / / ^B C0 /7 102 0 C8 Lump sum/one payment only C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J314 313 B313(0+"0")=PLEASE ENTER RESPONSE J314 315 313(N7) Q314U D53_6FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q315UB 5 D53_7.ANNUAL INTEREST RATE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / ^303 / / What is the current annual rate of interest being charged on this loan? / / ^B V !.U__.__%!(0/100){Nn\.nn} Q316B D53_8.INSTITITUTION / D: PRINCIPAL RESIDENCE, LINES OF CREDIT /^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 M45("<") / IF "SOMEPLACE ELSE": What institution is that? /~ELSE / IF "SOMEPLACE ELSE": What type of institution is that? /~END / / INTERVIEWER: CHECK INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS / MENTIONED AT THIS POINT. /^Y1^C2 / ^B C0 C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= C11 COMMERCIAL BANK C12 S&L/SAVINGS BNK C14 FINANCE/LOAN CO C16 BROKERAGE C22 OTHER G 0 G '<1/6(=M43('<1/6()+45(N"<")= G '<1/6(=0A('<0/5()=43AM45(N"<")= G 22 G 11,12,14,16=0A(6)=43AM45(N"<")= G E1/6,11,12,14,16,22 J317 316 B316(0+"0")=PLEASE ENTER RESPONSE J317 317 318 M43(Q316)+45("<") Q317B / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / ^303 / / INSTITUTIONS ALREADY LISTED: / '^45M45(N"<")’31( / / ENTER NAME OF NEW INSTITUTION: / '^E45M43(Q316)+45("<")’55( / / / / / ^B C1 PRESS ENTER TO CONTINUE J318 317 BM43(Q316)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J318 319 316(N22) Q318U D53_8V.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q319UB 8 D53_9.MAXIMUM AMOUNT CAN BORROW / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / ^303 / /~IF 310(G0) / Including what you owe now, what is the maximum amount you could borrow / on this line of credit? /~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",1/99999999) *ITEM MOVED AND CHANGED. USE TEXT FILL IF D53.3="Y" J320 319 B319(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J320 321 319(0+"0") J320 319 B319(","."-"."+")=INVALID RESPONSE! Q320 DK. A30 DKDOL98.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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ^303 / /~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 8 D53_11.AMOUNT OWED ON REMAINING LINES OF CREDIT / D: PRINCIPAL RESIDENCE, 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$__,___,___.!("range",0/99999999) J323 322 B322(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J323 324 322(0+"0") J323 322 B322(","."-"."+")=INVALID RESPONSE! Q323 DK. A30 DKDOL98.VQ C1 ^322 C2 6 J324 322 B323("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** *IF TEXT FILL NOT USED IN D52, SKIP TO SECTION E. J324 367 107(3.4.6).134(4.5).184(2.7) J324 325 256(2)=:1: Q324B 98 D54.MADE ADDITIONS/REMODELED PROPERTY? /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF 0A(LE1)=6AM25(N2)= / Have you ever made any major additions or done extensive / remodeling to this property? /~ELSE / Have you and your family living here ever made any major / additions or done extensive remodeling to this property? /~END / / ^B * No . . . . . . . . .(SKIP TO Q.66) . . . . . . . .2 J325 324 B324(0+"0")=PLEASE ENTER RESPONSE J325 361 324(A+N1) Q325UB 7 D54_1.COST OF ADDITIONS/REMODELING / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / Roughly what was the total cost of all remodeling or additions / to this property? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$_,___,___.!("range",1/9999999) J326 325 B325(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J326 325 B325(","."-"."+")=INVALID RESPONSE! Q326 DK. A30 DKDOL98.VQ C1 ^325 C2 5 J327 325 B326("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q327B 98 D54_2.ANY OTHER REMODELING LOANS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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 (1896/1998){NNNN} J330 328 B328(GQ4)+329(1998)=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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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$_,___,___.!("range",1/9999999) J331 330 B330(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J331 332 330(0+"0") J331 330 B330(","."-"."+")=INVALID RESPONSE! Q331 DK. A30 DKDOL98.VQ C1 ^330 C2 6 J332 330 B331("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q332B D57.REGULAR INSTALLMENT LOAN? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / Is this a regular installment loan where you pay a fixed dollar / amount each month for a fixed number of months until the loan is / repaid, or some other kind? / / ^B C0 C1 Regular installment C2 Other kind J333 332 B332(0+"0")=PLEASE ENTER RESPONSE J333 341 332(2) Q333B 234 D58.YEARS OR PAYMENTS? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / How many monthly payments or years were agreed upon when the loan / was received? / / ^B J334 333 B333(0+"0")=PLEASE ENTER RESPONSE J334 335 333(A+N1) Q334UB 2 D58YS.NUMBER OF YEARS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / NUMBER OF YEARS: ^B V !U__!(0/99) J335 337 333(N2) Q335UB 3 D58PAY.NUMBER OF PAYMENTS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / NUMBER OF PAYMENTS: ^B V !U___!(0/999) * NO SET # . . . . . .(SKIP TO Q.60) . . .996 * DON'T KNOW . . . . .(SKIP TO Q.60) . . .998 J337 341 333(3) Q337UB 5 D59.AMOUNT OF PAYMENTS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / How much are the payments? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO REGULAR PAYMENTS, PRESS [F6] KEY. / / ^B V !.A$__,___.!("range,NT",0/99999) J338 337 B337(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J338 341 337(0+"0").337("NT") J338 337 B337(","."-"."+")=INVALID RESPONSE! Q338 DK. A30 DKDOL98.VQ C1 ^337 C2 8 J339 337 B338("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J339 341 338(0) Q339B D59F.FREQUENCY OF PAYMENTS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often are they made? / / ^B C0 /7 102 0 C8 Lump sum/one payment only C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J340 339 B339(0+"0")=PLEASE ENTER RESPONSE J340 341 339(N7) Q340U D59FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! J341 345 339(G0).337(K2) Q341UB 6 D60.AMOUNT OF TYPICAL PAYMENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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$___,___.!("range,NT",0/999999) J342 341 B341(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J342 345 341(0+"0").341("NT") J342 341 B341(","."-"."+")=INVALID RESPONSE! Q342 DK. A30 DKDOL98.VQ C1 ^341 C2 8 J343 341 B342("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J343 345 342(0) Q343B D60F.FREQUENCY OF PAYMENTS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often is it made? / / ^B C0 /7 102 0 C8 Lump sum/one payment only C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J344 343 B343(0+"0")=PLEASE ENTER RESPONSE J344 345 343(N7) Q344U D60FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! J345 346 341(A) Q345B D60_1.AHEAD, BEHIND, OR ON SCHEDULE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / Are you paying off this loan ahead of schedule, behind schedule, / or are the payments about on schedule? / / ^B C0 C1 On schedule C2 Ahead of schedule C3 Behind schedule J346 345 B345(0+"0")=PLEASE ENTER RESPONSE J346 350 345(1) Q346UB 2 D61M.MONTH EXPECT TO REPAY LOAN / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / In what month and year do you expect this loan to be repaid? / / JAN = 1 APR = 4 JUL = 7 OCT = 10 / FEB = 2 MAY = 5 AUG = 8 NOV = 11 / MAR = 3 JUN = 6 SEP = 9 DEC = 12 / / ^B ^B / MONTH YEAR V (1/12){Nn} Q347UB 4 D61Y.YEAR EXPECT TO REPAY LOAN V (1998/2030,U2031/2050){NNNN} J348 346 347(1998)+346(G0+LQ4)=DATE MUST NOT BE IN THE PAST! J348 347 347(LQ211.LQ143)+347(G0)=REFINANCE DATE MUST BE LATER /THAN PURCHASE DATE! J348 350 345(1) Q348UB 7 D62.AMOUNT STILL OWED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / How much is still owed on this loan? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$_,___,___.!("range",1/9999999) J349 348 B348(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J349 348 B348(","."-"."+")=INVALID RESPONSE! Q349 DK. A30 DKDOL98.VQ C1 ^348 C2 6 J350 348 B349("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** *(SKIP TO Q.63) Q350UB 5 D63.CURRENT INTEREST RATE CHARGED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / What is the current annual rate of interest being charged on this loan? / / ^B% V !.U__.__!(0/100){Nn\.nn} Q351B D64.INSTITUTION / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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 M45("<") / IF "SOMEPLACE ELSE": What institution is that? /~ELSE / IF "SOMEPLACE ELSE": What type of institution is that? /~END / / INTERVIEWER: CHECK INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS / MENTIONED AT THIS POINT. /^Y1^C2 / ^B C0 C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= C11 COMMERCIAL BANK C12 S&L/SAVINGS BNK C13 CREDIT UNION C14 FINANCE/LOAN CO C22 OTHER G 0 G '<1/6(=M43('<1/6()+45(N"<")= G '<1/6(=0A('<0/5()=43AM45(N"<")= G 11/14=0A(6)=43AM45(N"<")= G 22 G E1/6,11/14,22 J352 351 B351(0+"0")=PLEASE ENTER RESPONSE J352 352 353 M43(Q351)+45("<") Q352B / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / INSTITUTIONS ALREADY LISTED: / '^45M45(N"<")’31( / / ENTER NAME OF NEW INSTITUTION: / '^E45M43(Q351)+45("<")’55( / / / / / ^B C1 PRESS ENTER TO CONTINUE J353 352 BM43(Q351)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J353 354 351(N22) Q353U D64V.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q354B 98 D65.OWE ON MORE IMPROVEMENT LOANS? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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$_,___,___.!("range",1/9999999) J356 355 B355(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J356 357 355(0+"0") J356 355 B355(","."-"."+")=INVALID RESPONSE! Q356 DK. A30 DKDOL98.VQ C1 ^355 C2 7 J357 355 B356("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q357UB 6 D65_2.AMOUNT OF PAYMENTS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / Altogether, how much are the payments? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO TYPICAL PAYMENTS, PRESS [F6] KEY. / / ^B V !.A$___,___.!("range,NT",0/999999) J358 357 B357(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J358 361 357(0+"0").357("NT") J358 357 B357(","."-"."+")=INVALID RESPONSE! Q358 DK. A30 DKDOL98.VQ C1 ^357 C2 8 J359 357 B358("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J359 361 358(0) Q359B D65_2F.FREQUENCY OF PAYMENTS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often are they made? / / ^B C0 /7 102 0 C8 Lump sum/one payment only C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J360 359 B359(0+"0")=PLEASE ENTER RESPONSE J360 361 359(N7) Q360U D65_2FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! J361 362 95(1/2)=:1: J361 362 95(N1/2)=:2: Q361 98 D66.FARM OR RANCH? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / Do you rent out any portion of this (house or lot/apartment/mobile / home/building) to others? / / ^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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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) J364 363 B363(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J364 367 363(0+"0") J364 363 B363(","."-"."+")=INVALID RESPONSE! Q364 DK. A30 DKDOL98.VQ C1 ^363 C2 8 J365 366 B364("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J365 367 364(0) Q365B 102 D67_1F.FREQUENCY OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / 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(N7) Q366U D67_1FV. / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! ******************************************************************************** *SECTION E: REAL ESTATE AND LOANS TO OTHERS ******************************************************************************** Q367B 19 E1. LOANED BUYER MONEY /QxQ E: REAL ESTATE AND LOANS TO OTHERS / / This completes the questions about your residence. / /~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 / E: REAL ESTATE AND LOANS TO OTHERS / /~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 / E: REAL ESTATE AND LOANS TO OTHERS / /~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 /QxQ E: REAL ESTATE AND LOANS TO OTHERS /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / /~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 / E: REAL ESTATE AND LOANS TO OTHERS /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / / /INTERVIEWER, ASK: / / What type of loan is that? / / V M!a_! Q374UB 8 E4. HOW MUCH OWED / E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / /~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) J375 374 B374(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J375 374 B374(","."-"."+")=INVALID RESPONSE! Q375 DK. A30 DKDOL98.VQ C1 ^374 C2 3 J376 374 B375("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J376 392 374(A) Q376UB 2 E5M. MONTH TAKEN OUT / E: REAL ESTATE AND LOANS TO OTHERS /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / / / 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 (1896/1998){NNNN} J378 376 B376(GQ4)+377(1998)=DATE CANNOT BE IN THE FUTURE! Q378UB 8 E6. HOW MUCH LEND / E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / /~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$__,___,___.!("range",1/99999999) J379 378 B378(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J379 378 B378(","."-"."+")=INVALID RESPONSE! Q379 DK. A30 DKDOL98.VQ C1 ^378 C2 3 J380 378 B379("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q380UB 8 E7. HOW MUCH STILL OWED / E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / / / How much is still owed on this ^372? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$__,___,___.!("range",1/99999999) J381 380 B380(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J381 380 B380(","."-"."+")=INVALID RESPONSE! Q381 DK. A30 DKDOL98.VQ C1 ^380 C2 3 J382 380 B381("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q382UB 7 E8. AMOUNT OF PAYMENTS / E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / / / 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) J383 382 B382(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J383 386 382(0+"0").382("NT") J383 382 B382(","."-"."+")=INVALID RESPONSE! Q383 DK. A30 DKDOL98.VQ C1 ^382 C2 7 J384 382 B383("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J384 386 383(0) Q384B E8F.FREQUENCY OF PAYMENTS / E: REAL ESTATE AND LOANS TO OTHERS /~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 /7 102 0 C8 Lump sum/one payment only C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J385 384 B384(0+"0")=PLEASE ENTER RESPONSE J385 386 384(N7) Q385U E8FV. / E: REAL ESTATE AND LOANS TO OTHERS /~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 / E: REAL ESTATE AND LOANS TO OTHERS /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / / / 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 / E: REAL ESTATE AND LOANS TO OTHERS /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / / NUMBER OF YEARS: ^B V (1/99){Nn} J388 389 386(N2) Q388UB 3 E9PAY.NUMBER OF PAYMENTS / E: REAL ESTATE AND LOANS TO OTHERS /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / / NUMBER OF PAYMENTS: ^B V (1/999){Nnn} Q389B E10. PAY OFF OR BALLOON /QxQ E: REAL ESTATE AND LOANS TO OTHERS /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / / 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 / E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / / What will the balance payable or balloon payment be? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$_,___,___.!("range",1/9999999) J391 390 B379(G0)+390(GQ379)=:~:PAYMENT SHOULD BE LESS THAN AMOU /NT BORROWED J391 390 B390(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J391 392 390(0+"0") J391 390 B390(","."-"."+")=INVALID RESPONSE! Q391 DK. A30 DKDOL98.VQ C1 ^390 C2 3 J392 390 B391("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q392B 19 E11. STILL OWE MONEY? / E: REAL ESTATE AND LOANS TO OTHERS /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / /~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 / E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / / / How much do you still owe? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$_,___,___.!("range",1/9999999) J394 393 B379(G0)+393(GQ379)=:~:AMOUNT OWED SHOULD BE LESS THAN /AMOUNT BORROWED J394 393 B393(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J394 395 393(0+"0") J394 393 B393(","."-"."+")=INVALID RESPONSE! Q394 DK. A30 DKDOL98.VQ C1 ^393 C2 3 J395 393 B394("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J395 396 370(3)+369(G3)=:1: Q395B 19 E12. ANOTHER LOAN/LAND CONTRACT? / E: REAL ESTATE AND LOANS TO OTHERS /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / /~IF 370(LQ369) / INTERVIEWER: CAN R PROVIDE INFORMATION ABOUT ANOTHER / LOAN/LAND CONTRACT? /~ELSE / Are there any other such real estate loans or land contracts / where the buyer owes you money? /~END / /^C1 / / ^B *J370 398 395(2.K2.K3)+369(L1) J370 401 395(2.K2.K3)+369(LE1) J370 396 395(2.K2.K3)+369(G1) J370 395 B395(0+"0")=PLEASE ENTER RESPONSE R370 395 *>>>>>>>>>>>>>>>>>>>>>>>END MORTGAGE OWED TO R LOOP<<<<<<<<<<<<<<<<<<<<<<<<<<<< J396 401 395(K2.K3).396(K2.K3) J396 396 401 395(1).370(LQ369) Q396UB 9 E13. AMOUNT OWED IN REMAINING LOANS / E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 0A(LE1)=6AM25(N2)= / About how much in total is owed to you on the remaining notes, / land contracts, or mortgages? /~ELSE / About how much in total is owed to your family on the remaining / notes, land contracts, or mortgages? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___,___.!("range",1/999999999) J397 396 B396(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J397 398 396(0+"0") J397 396 B396(","."-"."+")=INVALID RESPONSE! Q397 DK. A30 DKDOL98.VQ C1 ^396 C2 3 J398 396 B397("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q398B 19 E13_1. STILL OWE ON OTHER? / E: REAL ESTATE AND LOANS TO OTHERS / /~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 / E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~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",1/999999999) J400 399 B399(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J400 401 399(0+"0") J400 399 B399(","."-"."+")=INVALID RESPONSE! Q400 DK. A30 DKDOL98.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 E: REAL ESTATE AND LOANS TO OTHERS / /~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 E: REAL ESTATE AND LOANS TO OTHERS / / / 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 E: REAL ESTATE AND LOANS TO OTHERS / /~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} J903 903 404 403(0+"0")+401(1)+402(2) Q903U / / / INCONSISTENT DATA: ZERO PROPERTIES /~IF 206(1) / R REPORTED OWNING BUILDING WHERE R LIVES, AND DATA / IN HOUSING SECTION ONLY ABOUT R'S UNIT. /~ELSE / R REPORTED OWNING REAL ESTATE THAT IS NOT OWNED BY / A BUSINESS. /~END / / EITHER EXPLAIN THE DISCREPANCY HERE / OR BACK UP AND CORRECT THE NUMBER OF PROPERTIES. V M!a_! J404 481 403(0+"0") *>>>>>>>>>>>>>>>>>>>>>>>>>>>BEGIN PROPERTY LOOP<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<< Q404S PROPERTY STEP-THROUGH C1 1 C2 2 C3 3 Q405U E16. TYPE OF PROPERTY / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / /~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... /QxQ E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / /~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 / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / / What would that be? / / V M!a_! Q408UB 5 E17_1. PERCENTAGE OWNED / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / /~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 /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / /~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) J410 409 B409(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J410 409 B409(","."-"."+")=INVALID RESPONSE! Q410 DK. A30 DKDOL98.VQ C1 ^409 C2 1 J411 409 B410("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q411B E19. GIFT/INHERITANCE-R PURCHASED /QxQ E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / /~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 G 0,2,1 J412 411 B411(0+"0")=PLEASE ENTER RESPONSE Q412UB 2 E19M.MONTH PURCHASED V (1/12){Nn} Q413UB 4 E19Y.YEAR PURCHASED V (1896/1998){NNNN} J414 412 B413(1998)+412(GQ4)=DATE MUST PRECEDE TODAYS DATE! Q414UB 9 E20. TOTAL PURHCASE PRICE /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / /~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$___,___,___.!("range",0/999999999) J415 414 B414(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J415 416 414(0+"0") J415 414 B414(","."-"."+")=INVALID RESPONSE! Q415 DK. A30 DKDOL98.VQ C1 ^414 C2 1 J416 414 B415("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q416B 19 E21. ANY OUTSTANDING LOANS? / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / /~IF 406(5) / Are there any outstanding loans or mortgages on this / timeshare? /~ELSE / Are there any outstanding loans or mortgages on this / property? /~END / / ^B J417 416 B416(0+"0")=PLEASE ENTER RESPONSE J417 444 416(A+N1) Q417UB 2 E22. MONTH TAKEN OUT / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / / / In what month and year did you obtain or last refinance the loan? / / JAN = 1 APR = 4 JUL = 7 OCT = 10 / FEB = 2 MAY = 5 AUG = 8 NOV = 11 / MAR = 3 JUN = 6 SEP = 9 DEC = 12 / / ^B ^B / MONTH YEAR V (1/12){Nn} Q418UB 4 E22. YEAR TAKEN OUT V (1896/1998){NNNN} J419 417 B418(LQ413)+418(G0)=DATE CANNOT PRECEDE PURCHASE DATE! J419 417 B418(Q413)+418(G0)+417(LQ412)+417(G0)=DATE CANNOT PRECE /DE PURCHASE DATE! Q419UB 9 E23. AMOUNT BORROWED/REFINANCED /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / /~IF 406(5) / How much was borrowed or refinanced for your timeshare? /~ELSE / In total, how much was borrowed or refinanced? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___,___.!("range",1/999999999) J420 419 B419(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J420 421 419(0+"0") J420 419 B419(","."-"."+")=INVALID RESPONSE! Q420 DK. A30 DKDOL98.VQ C1 ^419 C2 1 J421 419 B420("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q421UB 9 E24. AMOUNT STILL OWED /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / /~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$___,___,___.!("range",1/999999999) J422 421 B421(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J422 423 421(0+"0") J422 421 B421(","."-"."+")=INVALID RESPONSE! Q422 DK. A30 DKDOL98.VQ C1 ^421 C2 1 J423 421 B422("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** *J423 421 B422(GQ420)+420(G0)=AMOUNT OWED CANNOT EXCEED AMOUNT B */RROWED! Q423B 234 E25. PAYMENTS OR YEARS? / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / /~IF 406(5) / How many years or what number of payments were agreed upon / when the loan was taken out? /~ELSE / In total, how many years or what number of payments were agreed / upon when the loan was taken out? /~END / / ^B J424 423 B423(0+"0")=PLEASE ENTER RESPONSE J424 425 423(A+N1) Q424UB 2 E25YRS. NUMBER OF YEARS / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / / / NUMBER OF YEARS: ^B V !U__!(1/99) J425 426 423(N2) Q425UB 3 E25PAY. NUMBER OF PAYMENTS / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / / / NUMBER OF PAYMENTS: ^B V !U___!(1/999) J426 430 423(3) Q426UB 7 E26. AMOUNT OF PAYMENTS /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / /~IF 406(5) / How much are the payments? /~ELSE / In total, how much are the payments? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO REGULAR PAYMENTS, PRESS [F6] KEY. / / ^B V !.A$_,___,___.!("range,NT",0/9999999) J427 426 B426(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J427 430 426(0+"0").426("NT") J427 426 B426(","."-"."+")=INVALID RESPONSE! Q427 DK. A30 DKDOL98.VQ C1 ^426 C2 6 J428 426 B427("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J428 430 427(0) Q428B E26F.FREQUENCY OF PAYMENTS / E: REAL ESTATE AND LOANS TO OTHERS /~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 /7 102 0 C8 Lump sum/one payment only C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J429 428 B428(0+"0")=PLEASE ENTER RESPONSE J429 430 428(N7) Q429U E26FV.SPECIFY / E: REAL ESTATE AND LOANS TO OTHERS /~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 /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~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",0/9999999) J431 430 B430(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J431 434 430(0+"0").430("NT") J431 430 B430(","."-"."+")=INVALID RESPONSE! Q431 DK. A30 DKDOL98.VQ C1 ^430 C2 6 J432 430 B431("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J432 434 431(0) Q432B E27F.FREQUENCY OF TYPICAL PAYMENT / E: REAL ESTATE AND LOANS TO OTHERS /~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 /7 102 0 C8 Lump sum/one payment only C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J433 432 B432(0+"0")=PLEASE ENTER RESPONSE J433 434 432(N7) Q433U E27FV.SPECIFY / E: REAL ESTATE AND LOANS TO OTHERS /~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? /QxQ E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / / 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 / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / / / 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 /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / / What will the balance due or balloon payment be? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$__,___,___.!("range",1/99999999) J437 436 B436(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J437 436 B436(","."-"."+")=INVALID RESPONSE! Q437 DK. A30 DKDOL98.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 /QxQ E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~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 J439 438 B438(0+"0")=PLEASE ENTER RESPONSE J439 440 438(1) Q439UB 4 E30_1. YEAR TO BE REPAID /QxQ E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / / When do you expect this loan to be repaid? / / ^B / YEAR V (1998/2030,U2031/2050){NNNN} Q440UB 5 E31. ANNUAL INTEREST RATE /QxQ E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / / What is the current annual interest rate being charged / on the loan? / / ^B V !.U__.__%!(0/100){Nn\.nn} Q441B 19 E32. ADJUSTABLE RATE? /QxQ E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / / 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 /QxQ E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / 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 M45("<") / IF "SOMEPLACE ELSE": What institution is that? /~ELSE / IF "SOMEPLACE ELSE": What type of institution is that? /~END / / INTERVIEWER: CHECK INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS / MENTIONED AT THIS POINT. /^Y1^C2 / ^B C0 C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= C11 COMMERCIAL BANK C12 S&L/SAVINGS BNK C14 FINANCE/LOAN CO C17 INSURANCE CO C18 MORTGAGE CO C19 CONTRACTOR/DEVELOPER C20 PRIOR OWNER C22 OTHER G 0 G '<1/6(=M43('<1/6()+45(N"<")= G '<1/6(=0A('<0/5()=43AM45(N"<")= G 11,12,14,17/20=0A(6)=43AM45(N"<")= G 22 G E1/6,11,12,14,17/20,22 J443 442 B442(0+"0")=PLEASE ENTER RESPONSE J443 443 444 M43(Q442)+45("<") Q443B / E: REAL ESTATE AND LOANS TO OTHERS /~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 443 BM43(Q442)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J444 445 442(N22) Q444U E33V.SPECIFY / E: REAL ESTATE AND LOANS TO OTHERS / PLEASE SPECIFY V M!a_! Q445B 19 E34. RECEIVE PROPERTY INCOME IN 97? / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / /~IF 0A(LE1)=6AM25(N2)= / Did you receive any income from this property in 1997? /~ELSE / Did your family living here receive any income from this / property in 1997? /~END / / ^B J446 445 B445(0+"0")=PLEASE ENTER RESPONSE J446 448 445(A+N1) Q446UB 8 E34_1. GROSS INCOME RECEIVED /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / /~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 '97 V !.A$__,___,___.!("range",0/99999999) J447 446 B446(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J447 448 446(0+"0") J447 446 B446(","."-"."+")=INVALID RESPONSE! Q447 DK. A30 DKDOL98.VQ C1 ^446 C2 6 J448 446 B447("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J448 449 404(3)+403(G3)=:1: Q448B 19 E35. ANOTHER PROPERTY? / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / /~IF 404(LQ403) / INTERVIEWER: CAN R PROVIDE INFORMATION ABOUT ANOTHER PROPERTY? /~ELSE / Is there another such property in which you have an interest? /~END /^C1 / ^B J404 448 B448(0+"0")=PLEASE ENTER RESPONSE *J404 451 448(2.K2.K3)+403(L1) J404 481 448(2.K2.K3)+403(LE1) J404 449 448(2.K2.K3)+403(G1) R404 448 *>>>>>>>>>>>>>>>>>>>>>>>>>>>END PROPERTY LOOP<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<< J449 481 448(K2.K3) J449 449 481 448(1).404(LQ403) Q449B 19 E36. VACATION HOMES? / E: REAL ESTATE AND LOANS TO OTHERS / /~IF 0A(LE1)=6AM25(N2)= / About the remaining properties that you own, are any of these / vacation homes or land you use for recreational purposes? /~ELSE / About the remaining properties that you and your family / living here own, are any of these vacation homes or land / you use for recreational purposes? /~END / / ^B J450 449 B449(0+"0")=PLEASE ENTER RESPONSE J450 466 449(A+N1) Q450UB 9 E36_1. VACATION HOME WORTH /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 0A(LE1)=6AM25(N2)= / How much in total is your share of these vacation homes or / recreational property worth? /~ELSE / How much in total is your family's share of these vacation / homes or recreational property worth? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___,___.!("range",0/999999999) J451 450 B450(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J451 452 450(0+"0") J451 450 B450(","."-"."+")=INVALID RESPONSE! Q451 DK. A30 DKDOL98.VQ C1 ^450 C2 1 J452 450 B451("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q452B 141 E36_2.GIFT/INHERITANCE-R PURCHASED /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~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 9 E36_2AMT. PURCHASE PRICE OF VACATION HOME V !.A$___,___,___.!("range",0/999999999) J454 453 B453(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J454 455 453(0+"0") J454 453 B453(","."-"."+")=INVALID RESPONSE! Q454 DK. A30 DKDOL98.VQ C1 ^453 C2 1 J455 453 B454("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q455B 19 E36_3. MORTGAGES/LOANS OUTSTANDING /QxQ E: REAL ESTATE AND LOANS TO OTHERS / / / Are there any mortgages or loans outstanding against / these vacation homes or recreational land? /^C1 / ^B J456 455 B455(0+"0")=PLEASE ENTER RESPONSE J456 462 455(A+N1) Q456UB 9 E36_4. AMOUNT OWED ON VACATION PROPERTY /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / Altogether, about how much is owed on your share of these / mortgages or loans? /~ELSE / Altogether, about how much is owed on your family's share / of these mortgages or loans? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___,___.!("range",1/999999999) J457 456 B456(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J457 458 456(0+"0") J457 456 B456(","."-"."+")=INVALID RESPONSE! Q457 DK. A30 DKDOL98.VQ C1 ^456 C2 1 J458 456 B457("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q458UB 6 E36_5.AMOUNT OF PAYMENTS-VACATION /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / / 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$_,___,___.!("range,NT",0/9999999) J459 458 B456(G0)+458(GQ456)=PAYMENTS MUST BE < AMOUNT OWED J459 458 B458(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J459 462 458(0+"0").458("NT") J459 458 B458(","."-"."+")=INVALID RESPONSE! Q459 DK. A30 DKDOL98.VQ C1 ^458 C2 7 J460 458 B459("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J460 462 459(0) Q460B E36_5F.FREQUENCY OF PAYMENTS / E: REAL ESTATE AND LOANS TO OTHERS / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often is that amount paid? / / ^B C0 /7 102 0 C8 Lump sum/one payment only C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J461 460 B460(0+"0")=PLEASE ENTER RESPONSE J461 462 460(N7) Q461U E36_5FV.SPECIFY / E: REAL ESTATE AND LOANS TO OTHERS / PLEASE SPECIFY V M!a_! Q462B 19 E36_6. RECEIVE INCOME FROM VACATION / E: REAL ESTATE AND LOANS TO OTHERS / /~IF 0A(LE1)=6AM25(N2)= / Did you receive any income in 1997 from renting out these / vacation homes or recreational land? /~ELSE / Did you or your family living here receive any income in 1997 / from renting out these vacation homes or recreational land? /~END / / ^B J463 462 B462(0+"0")=PLEASE ENTER RESPONSE J463 465 462(A+N1) Q463UB 9 E36_7. AMOUNT OF INCOME FROM VACATION /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / Altogether, how much gross income did you receive? /~ELSE / Altogether, how much gross income did your family receive? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B V !.A$___,___,___.!("range",0/999999999) J464 463 B463(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J464 465 463(0+"0") J464 463 B463(","."-"."+")=INVALID RESPONSE! Q464 DK. A30 DKDOL98.VQ C1 ^463 C2 5 J465 463 B464("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q465B 19 E36_8. REMAINING PROPERTIES? / E: REAL ESTATE AND LOANS TO OTHERS / / / 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 /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~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$___,___,___.!("range",0/999999999) J467 466 B466(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J467 468 466(0+"0") J467 466 B466(","."-"."+")=INVALID RESPONSE! Q467 DK. A30 DKDOL98.VQ C1 ^466 C2 1 J468 466 B467("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q468B 141 E37_1.PURCHASE PRICE OF PROPERTIES /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / About how much was your total purchase price for these properties? /~ELSE / About how much was your family's total purchase price for these / properties? /~END / / (INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED.) / / ^B / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B Q469UB 9 E37_1. REMAINING PURCHASE PRICE V !.A$___,___,___.!("range",0/999999999) J470 469 B469(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J470 471 469(0+"0") J470 469 B469(","."-"."+")=INVALID RESPONSE! Q470 DK. A30 DKDOL98.VQ C1 ^469 C2 1 J471 469 B470("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q471B 19 E37_2. ANY OUTSTANDING LOANS? / E: REAL ESTATE AND LOANS TO OTHERS / / / 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 /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~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$___,___,___.!("range",1/999999999) J473 472 B472(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J473 472 B472(","."-"."+")=INVALID RESPONSE! Q473 DK. A30 DKDOL98.VQ C1 ^472 C2 1 J474 472 B473("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q474UB 7 E37_4. AMOUNT OF PAYMENTS ON MORTGAGES/LOANS /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / / How much are the payments on these loans or mortgages? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO REGULAR PAYMENTS, PRESS [F6] KEY. / / ^B V !.A$_,___,___.!("range,NT",0/9999999) J475 474 B472(G0)+474(GQ472)=PAYMENTS MUST BE < AMOUNT OWED J475 474 B474(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J475 478 474(0+"0").474("NT") J475 474 B474(","."-"."+")=INVALID RESPONSE! Q475 DK. A30 DKDOL98.VQ C1 ^474 C2 6 J476 474 B475("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J476 478 475(0) Q476B E37_4F.FREQUENCY OF PAYMENTS / E: REAL ESTATE AND LOANS TO OTHERS / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often is that amount paid? / / ^B C0 /7 102 0 C8 Lump sum/one payment only C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J477 476 B476(0+"0")=PLEASE ENTER RESPONSE J477 478 476(N7) Q477U E37_4FV. / E: REAL ESTATE AND LOANS TO OTHERS / PLEASE SPECIFY V M!a_! Q478B 19 E37_5. INCOME FROM OTHER PROPERTIES? / E: REAL ESTATE AND LOANS TO OTHERS / /~IF 0A(LE1)=6AM25(N2)= / Did you receive any income in 1997 from renting out any of / these properties? /~ELSE / Did you or your family living here receive any income in 1997 / 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 /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / Altogether, how much gross income from these properties / did you receive in 1997? /~ELSE / Altogether, how much gross income from these properties / did your family receive in 1997? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B IN '97 V !.A$___,___,___.!("range",0/999999999) J480 479 B479(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J480 481 479(0+"0") J480 479 B479(","."-"."+")=INVALID RESPONSE! Q480 DK. A30 DKDOL98.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? / F: BUSINESSES / 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 3 F2. HOW MANY FARM/RANCH? /QxQ F: BUSINESSES /~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. / / / / NUMBER OF BUSINESSES: ^B V (0/10,U11/999){Nnn} J1348 1348 483 482(0+"0") Q1348U / / INCONSISTENT DATA: ZERO BUSINESSES / R REPORTED OWNS A FARM BUSINESS, OR R HAS PROPERTY OWNED / BY A BUSINESS. / / EXPLAIN THE INCONSISTENCY / OR BACK UP AND CHANGE THE NUMBER OF BUSINESSES. V M!a_! J483 534 482(0+"0") Q483B F2_1. INSTRUCTIONS /QxQ F: BUSINESSES / / / 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? / F: BUSINESSES / /~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 J1597 484 B484(0+"0")=PLEASE ENTER RESPONSE J1597 1597 485 484(2)+402(1) Q1597U / / / INCONSISTENT DATA: NO PROPERTIES / EARLIER R REPORTED REAL ESTATE OWNED BY A BUSINESS. / / EITHER EXPLAIN THE DISCREPANCY HERE / OR BACK UP AND CHANGE ANSWER TO "YES". V M!a_! J485 556 484(2.K2.K3) Q485B 19 F4. ACTIVE MANAGEMENT /QxQ F: BUSINESSES / /~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. /^C1 / / ^B J486 485 B485(0+"0")=PLEASE ENTER RESPONSE J486 535 485(2.K2.K3) J486 488 481(1)=:/^482: Q486UB 3 F4_1. HOW MANY ACTIVE MANAGEMENT /QxQ F: BUSINESSES / /~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 / / INTERVIEWER: IF R OWNS A HOLDING COMPANY OR MANAGED INVESTMENTS / ACOUNTS, REPORT THE COMPONENTS SEPARATELY. / / ^B NUMBER OF BUSINESSES V (1/10,U11/999){Nnn} *>>>>>>>>>>>>>>>>>>>>>>>>>>>>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 /QxQ F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / What kind of business is ^489? / That is, what does the business make or do? / / V M!a_! Q491B F6. HOW ACQUIRE BUSINESS / F: BUSINESSES /~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 / F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / PLEASE SPECIFY V M!a_! Q493UB 4 F8. YEAR BUSINESS STARTED /QxQ F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / /~IF 491(2) / In what year did you start the business? /~ELSE / In what year did you acquire the business? /~END / / / ^B / YEAR V (1896/1998){NNNN} Q494UB 5 F9. NUMBER OF EMPLOYEES /QxQ F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / /~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,U1001/99999){Nnnnn} J495 496 M6(G0)+25(1)=:2: J495 496 6(G0)=:1: Q495 F9_1. CHECKPOINT / INTERVIEWER CHECKPOINT F: BUSINESSES C1 R LIVES ALONE C2 ALL OTHERS J496 500 495(1) Q496MC F9_2. WHICH FAMILY MEMBERS WORK / F: BUSINESSES /~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? / / CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN 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 / F: BUSINESSES /~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 / F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / /~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 / F: BUSINESSES /~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 / F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / / PLEASE SPECIFY. / V M!a_! Q502B 19 F10. USING PERSONAL ASSETS AS COLLATERAL? /QxQ F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / /~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 have you cosigned or / guaranteed any loans for this business? /~ELSE / Are you or your family living here using personal assets as / collateral or have you cosigned or guaranteed 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 / F: BUSINESSES /~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 /QxQ F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / /~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) J505 504 B504(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J505 509 504(0+"0") J505 504 B504(","."-"."+")=INVALID RESPONSE! Q505 DK. A30 DKDOL98.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? /QxQ F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / 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? / F: BUSINESSES /~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. / F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / PLEASE SPECIFY. V M!a_! Q509B 19 F11. DOES BUSINESS OWE YOU? /QxQ F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / /~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 / F: BUSINESSES / 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$__,___,___.!("range",1/99999999) J511 510 B510(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J511 512 510(0+"0") J511 510 B510(","."-"."+")=INVALID RESPONSE! Q511 DK. A30 DKDOL98.VQ C1 ^510 C2 3 J512 510 B511("X")=PLEASE ENTER CORRECT AMOUNT ******************************************************************************** Q512B 19 F12. OWE BUSINESS MONEY? /QxQ F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / /~IF 0A(LE1)=6AM25(N2)= / Do you owe the business any money? /~ELSE / Do you or your family living here owe the business any money? /~END / / ^B J513 512 B512(0+"0")=PLEASE ENTER RESPONSE J513 518 512(A+N1) Q513UB 8 F12_1. AMOUNT OWE / F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / How much do you owe? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$__,___,___.!("range",1/999999999) J514 513 B513(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J514 518 513(0+"0") J514 513 B513(","."-"."+")=INVALID RESPONSE! Q514 DK. A30 DKDOL98.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? /QxQ F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / 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? / F: BUSINESSES /~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. / F: BUSINESSES /~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 / F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / /~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 9 F14. NET WORTH OF SHARE /QxQ F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / /~IF 518(100).500(2) / 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$___,___,___.!("range",-99999999/999999999) J520 519 B519(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J520 521 519(0+"0") J520 519 B519(NL0)+519(","."-"."+")=INVALID RESPONSE! Q520 DK. A30 DKDOL98.VQ C1 ^519 C2 2 J521 519 B520("X")=PLEASE ENTER CORRECT AMOUNT ******************************************************************************** Q521UB 8 F15. IF SOLD, WHAT COST BASIS... /QxQ F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / / If you sold the business now, what would be the cost basis for tax / purposes of this share? (What was your original investment)? / / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$__,___,___.!("range",0/99999999) J522 521 B521(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J522 523 521(0+"0") J522 521 B521(","."-"."+")=INVALID RESPONSE! Q522 DK. A30 DKDOL98.VQ C1 ^521 C2 1 J523 521 B522("X")=PLEASE ENTER CORRECT AMOUNT ******************************************************************************** Q523UB 10 F16. GROSS RECEIPTS /QxQ F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / / What were the gross receipts or gross sales of the business as a whole / in 1997? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B IN '97 V !.A$_,___,___,___.! J524 523 B523(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J524 523 B523(N"range"+N"|N")=RANGE ERROR ("range",0/9999999999) J524 523 B523(G0+"-")=INVALID ENTRY! *******************************CALL DKDOL98************************************* J524 525 523(0+"0") Q524 DK. A30 DKDOL98.VQ C1 ^523 C2 2 J525 523 B524("X")=PLEASE ENTER CORRECT AMOUNT ******************************************************************************** Q525UB 9 F17. NET INCOME /QxQ F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / / What was the business's total net income before taxes in 1997? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B IN '97 V !.A$___,___,___.!("range",-99999999/999999999) J526 525 B525(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J526 527 525(0+"0") J526 525 B525(NL0)+525(","."-"."+")=INVALID RESPONSE! Q526 DK. A30 DKDOL98.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? / F: BUSINESSES /~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 / F: BUSINESSES / 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$___,___,___.!("range",0/999999999) J529 528 B528(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J529 530 528(0+"0") J529 528 B528(","."-"."+")=INVALID RESPONSE! Q529 DK. A30 DKDOL98.VQ C1 ^528 C2 1 J530 528 B529("X")=PLEASE ENTER CORRECT AMOUNT ******************************************************************************** Q530UB 9 F19_2. IF SOLD, WHAT COST BASIS... /QxQ F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 0(Q486)=488+1X / If you sold this business now, what would be the cost basis for / tax purposes of your share? (What was your original investment?) /~ELSE / If you sold these businesses now, what would be the cost basis for / tax purposes of your share? (What was your original investment?) /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___,___.!("range",0/999999999) J531 530 B530(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J531 532 530(0+"0") J531 530 B530(","."-"."+")=INVALID RESPONSE! Q531 DK. A30 DKDOL98.VQ C1 ^530 C2 1 J532 530 B531("X")=PLEASE ENTER CORRECT AMOUNT ******************************************************************************** Q532UB 9 F19_3. TOTAL NET INCOME / F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= /~IF 0(Q486)=488+1X / What was the total net income you received from this business in 1997? /~ELSE / What was the total net income you received from these businesses / in 1997? /~END /~ELSE / What was the total net income you and your family living here /~IF 0(Q486)=488+1X / received from this business in 1997? /~ELSE / received from these businesses in 1997? /~END /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___,___.!("range",-99999999/999999999) J533 532 B532(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J533 534 532(0+"0") J533 532 B532(NL0)+532(","."-"."+")=INVALID RESPONSE! Q533 DK. A30 DKDOL98.VQ C1 ^532 C2 3 J534 532 B533("X")=PLEASE ENTER CORRECT AMOUNT ******************************************************************************** Q534B 19 F20. INTEREST IN OTHER BUSINESSES? / F: 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 / F: BUSINESSES / /~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 / F: BUSINESSES / / / 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 G 0,2,5,1,3,4,7 J537 536 B536(0+"0")=PLEASE ENTER RESPONSE J537 538 536(N7) Q537U F20_2V. COMMENT FOR OTHER / F: BUSINESSES / / /PLEASE SPECIFY. / V M!a_! Q538UB 9 F20_3. WORTH OF SHARE / F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~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) J539 538 B538(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J539 540 538(0+"0") J539 538 B538(NL0)+538(","."-"."+")=INVALID RESPONSE! Q539 DK. A30 DKDOL98.VQ C1 ^538 C2 3 J540 538 B539("X")=PLEASE ENTER CORRECT AMOUNT ******************************************************************************** Q540UB 9 F20_4. IF SOLD, WHAT COST BASIS... /QxQ F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / / 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$___,___,___.!("range",-99999999/999999999) J541 540 B540(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J541 542 540(0+"0") J541 540 B540(NL0)+540(","."-"."+")=INVALID RESPONSE! Q541 DK. A30 DKDOL98.VQ C1 ^540 C2 3 J542 540 B541("X")=PLEASE ENTER CORRECT AMOUNT ******************************************************************************** Q542UB 9 F20_5. TOTAL NET INCOME /QxQ F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / What was the total net income you received from this business in 1997? /~ELSE / What was the total net income you and your family living here / received from this business in 1997? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B IN '97 V !.A$___,___,___.!("range",-99999999/999999999) J543 542 B542(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J543 544 542(0+"0") J543 542 B542(NL0)+542(","."-"."+")=INVALID RESPONSE! Q543 DK. A30 DKDOL98.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 corporations C4 other corporations C5 sole proprietorship C6 some other type of business I have not yet recorded J545 546 544(6)+546(5)=:1: Q545B 19 F21. ARE ANY OF THEM... / F: BUSINESSES / / (I need to know what type of businesses these are.) / / Are any of them ^544? /^C1 / / ^B J546 545 B545(0+"0")=PLEASE ENTER RESPONSE Q546U A14 545U(2."Ò")=+546 J547 544 545(N1) J547 549 544(N6) Q547U F21V. COMMENT FOR OTHER / F: BUSINESSES / / / What type are these businesses? / V M!a_! Q549UB 9 F22. WORTH OF SHARE / F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / What could you sell your share of all these /~ELSE / What could you sell your family's share of all these /~END /~IF 544(6) / ^547 for? (What is it worth?) /~ELSE / ^544 for? (What is it worth?) /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___,___.!("range",0/999999999) J550 549 B549(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J550 551 549(0+"0") J550 549 B549(","."-"."+")=INVALID RESPONSE! Q550 DK. A30 DKDOL98.VQ C1 ^549 C2 3 J551 549 B550("X")=PLEASE ENTER CORRECT AMOUNT ******************************************************************************** Q551UB 9 F23. IF SOLD, WHAT COST BASIS... / F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 544(6) / If you sold these ^547 now, what would be the /~ELSE / If you sold these ^544 now, what would be the /~END / cost basis for tax purposes? (What was your original investment?) / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___,___.!("range",0/999999999) J552 551 B551(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J552 553 551(0+"0") J552 551 B551(","."-"."+")=INVALID RESPONSE! Q552 DK. A30 DKDOL98.VQ C1 ^551 C2 3 J553 551 B552("X")=PLEASE ENTER CORRECT AMOUNT ******************************************************************************** Q553UB 9 F24. TOTAL NET INCOME / F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / What was the total net income you received from all such /~IF 544(6) / ^547 in 1997? /~ELSE / ^544 in 1997? /~END /~ELSE / What was the total net income you and your family living here /~IF 544(6) / received from all such ^547 in 1997? /~ELSE / received from all such ^544 in 1997? /~END /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B IN '97 V !.A$___,___,___.!("range",-99999999/999999999) J554 553 B553(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J554 544 553(0+"0") J554 553 B553(NL0)+553(","."-"."+")=INVALID RESPONSE! Q554 DK. A30 DKDOL98.VQ C1 ^553 C2 4 J544 553 B554("X")=PLEASE ENTER CORRECT AMOUNT ******************************************************************************** R544 554 J555 553 B554("X")=PLEASE ENTER CORRECT AMOUNT Q555B 19 F25. EVER IN ACTIVE MANAGEMENT / F: BUSINESSES / /~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 G: VEHICLES / /~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 / G: VEHICLES / /~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 / G: VEHICLES / / /~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 G: VEHICLES / /~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 / G: VEHICLES / /~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 4 G3. YEAR OF VEHICLE / G: VEHICLES /~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 year, make and model is the next vehicle? /~END / / (2-WORD ANSWER. MAKE AND MODEL) / / YEAR: ^B / / MAKE: ^B / / MODEL: ^B V (1950/1999,U1900/1949){NNNN} Q563UB 15 G3. MAKE OF VEHICLE V M Q564UB 15 G4. MODEL MODEL YEAR V M Q565UB 4 G5. HOW MUCH MONTHLY PAYMENTS / G: VEHICLES / 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) J566 565 B565(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J566 569 565(0+"0").565("NT") J566 565 B565(","."-"."+")=INVALID RESPONSE! Q566 DK. A30 DKDOL98.VQ C1 ^565 C2 8 J567 565 B566("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J567 569 566(0) Q567B 102 G5F. / G: VEHICLES /~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(N7) Q568U G5FV. / G: VEHICLES / PLEASE SPECIFY V M!a_! Q569B G5_1. YEARS OR MONTHS FOR LEASE / G: VEHICLES /~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 / G: VEHICLES /~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 / G: VEHICLES /~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 / G: VEHICLES /~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 / G: VEHICLES / 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) J574 573 B573(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J574 577 573(0+"0").573("NT") J574 573 B573(","."-"."+")=INVALID RESPONSE! Q574 DK. A30 DKDOL98.VQ C1 ^573 C2 8 J575 573 B574("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J575 577 574(0) Q575B G6_1F. / G: VEHICLES / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often is that amount paid? / / ^B C0 C1 Day C2 /7 102 2 G 0,1/4,12,5,11,6,7 J576 575 B575(0+"0")=PLEASE ENTER RESPONSE J576 577 575(N7) Q576U G6_1FV. / G: VEHICLES / PLEASE SPECIFY V M!a_! Q577B 19 G7. OWN ANY CARS /QxQ G: VEHICLES / / /~IF 0A(LE1)=6AM25(N2)= / Do you own any cars, or any kind of truck, van or jeep-type (sport- / utility) vehicle? /~ELSE / Do you or anyone in your family here own any cars, or any kind of / truck, van or jeep-type (sport-utility) 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 / G: VEHICLES / /~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 / G: VEHICLES /~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 / G: VEHICLES /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / / /PLEASE SPECIFY. V M!a_! Q582UB 4 G10. MODEL YEAR / G: VEHICLES /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / / What model year, make and model is it? / / (2-WORD ANSWER. MAKE AND MODEL) / / / YEAR: ^B / / MAKE: ^B / / MODEL: ^B V (1950/1999,U1900/1949){NNNN} Q583UB 15 G9. MAKE OF VEHICLE V M Q584UB 15 G9. MODEL OF VEHICLE V M Q585B G11. NEW OR USED / G: VEHICLES /~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 / G: VEHICLES /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / / In what year did you buy it? / / ^B / YEAR V (1950/1998,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 / G: VEHICLES /~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 / G: VEHICLES /~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 (1950/1998,U1900/1949){NNNN} J590 588 B589(1998)+588(GQ4)=DATE MUST PRECEDE TODAY'S DATE! Q590UB 6 G14. HOW MUCH BORROWED / G: VEHICLES / 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) J591 590 B590(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J591 590 B590(","."-"."+")=INVALID RESPONSE! Q591 DK. A30 DKDOL98.VQ C1 ^590 C2 6 J592 590 B591("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q592B G15. REGULAR INSTALLMENT OR OTHER / G: VEHICLES /~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 / G: VEHICLES /~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 / G: VEHICLES /~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. / G: VEHICLES /~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 / G: VEHICLES / 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$___,___.!("range,NT",0/999999) J597 596 B596(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J597 600 596(0+"0").596("NT") J597 596 B596(","."-"."+")=INVALID RESPONSE! Q597 DK. A30 DKDOL98.VQ C1 ^596 C2 8 J598 596 B597("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J598 600 597(0) Q598B 102 G17F. / G: VEHICLES /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often are they made? / / ^B J599 598 B598(0+"0")=PLEASE ENTER RESPONSE J599 600 598(N7) Q599U G17FV. / G: VEHICLES /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / PLEASE SPECIFY V M!a_! J600 604 598(G0).596(K2) Q600UB 6 G18. HOW MUCH MONTHLY PAYMENTS / G: VEHICLES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / / What is the typical payment? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO REGULAR PAYMENTS, PRESS [F6] KEY. / / ^B V !.A$___,___.!("range,NT",0/999999) J601 600 B600(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J601 604 600(0+"0").600("NT") J601 600 B600(","."-"."+")=INVALID RESPONSE! Q601 DK. A30 DKDOL98.VQ C1 ^600 C2 8 J602 600 B601("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J602 604 601(0) Q602B G18F. / G: VEHICLES /~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 /7 102 0 C8 Lump sum/one payment only C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J603 602 B602(0+"0")=PLEASE ENTER RESPONSE J603 604 602(N7) Q603U G18FV. / G: VEHICLES /~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 / G: VEHICLES /~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 / G: VEHICLES /~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 (1998/2010,U2011/2050){NNNN} J607 605 B606(1998)+605(LQ4)+605(G0)=DATE CANNOT BE IN THE PAST! J607 609 604(1) Q607UB 6 G20. HOW MUCH STILL OWED / G: VEHICLES / 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) J608 607 B607(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J608 607 B607(","."-"."+")=INVALID RESPONSE! Q608 DK. A30 DKDOL98.VQ C1 ^607 C2 6 J609 607 B608("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q609UB 5 G21. CURRENT APR / G: VEHICLES /~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){Nn\.nn} Q610B G22. LOAN INSTITUTION ON CARD / G: VEHICLES /~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 M45("<") / IF "SOMEPLACE ELSE": What institution is that? /~ELSE / IF "SOMEPLACE ELSE": What type of institution is that? /~END / / INTERVIEWER: CHECK INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS / MENTIONED AT THIS POINT. /^Y1^C2 / ^B C0 C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= 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 C22 OTHER G 0 G '<1/6(=M43('<1/6()+45(N"<")= G '<1/6(=0A('<0/5()=43AM45(N"<")= G 22 G 11/15,20/21=0A(6)=43AM45(N"<")= G E1/6,11/15,20/22 J611 610 B610(0+"0")=PLEASE ENTER RESPONSE J611 611 612 M43(Q610)+45("<") Q611B / G: VEHICLES /~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 611 BM43(Q610)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J612 613 610(N22) Q612U G22V. / G: VEHICLES / PLEASE SPECIFY V M!a_! J613 614 579(4)+578(G4)=:1: Q613B 19 G23. ANOTHER VEHICLE / G: VEHICLES /~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 cars, vans, trucks, or jeep-type / (sport-utility) 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 / G: 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",1/999999) J615 614 B614(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J615 616 614(0+"0") J615 614 B614(","."-"."+")=INVALID RESPONSE! Q615 DK. A30 DKDOL98.VQ C1 ^614 C2 6 J616 614 B615("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q616B 19 G23_2. MONEY STILL OWED ON OTHER / G: VEHICLES / / /~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 / G: VEHICLES / 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$__,___.!("range",1/99999) J618 617 B617(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J618 617 B617(","."-"."+")=INVALID RESPONSE! Q618 DK. A30 DKDOL98.VQ C1 ^617 C2 6 J619 617 B618("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q619UB 6 G23_4. TOTAL MONTHLY PAYMENTS / G: VEHICLES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 0(G1)=578-579 / How much are the total payments on these loans? /~ELSE / How much are the total payments on this loan? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO TYPICAL PAYMENTS, PRESS [F6] KEY. / / ^B V !.A$___,___.!("range,NT",0/999999) J620 619 B619(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J620 621 619(0+"0").619("NT") J620 619 B619(","."-"."+")=INVALID RESPONSE! Q620 DK. A30 DKDOL98.VQ C1 ^619 C2 8 J621 619 B620("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J621 623 620(0) Q621B 102 G23_4F. / G: VEHICLES / / 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(N7) Q622U G23_4FV. / G: VEHICLES / PLEASE SPECIFY V M!a_! Q623B 19 G25. MOTORHOME, RV.... /QxQ G: VEHICLES / /~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 / G: VEHICLES / /~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... / G: VEHICLES /~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 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 / G: VEHICLES /~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 / G: VEHICLES / 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$_,___,___.!("range",1/9999999) J629 628 B628(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J629 630 628(0+"0") J629 628 B628(","."-"."+")=INVALID RESPONSE! Q629 DK. A30 DKDOL98.VQ C1 ^628 C2 6 J630 628 B629("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q630B 19 G28. MONEY STILL OWED ON RV / G: VEHICLES /~IF 625(LEQ624) /MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624 /~ELSE /MOTORHOME/RV/PLANE/BOAT: ^625 /~END / / / Not counting any loans that I have already recorded, is any money still /~IF 626(N7) / owed on loans for this ^626? /~ELSE / owed on loans for this vehicle? /~END /^C1 / ^B J631 656 630(2.K2.K3) J631 630 B630(0+"0")=PLEASE ENTER RESPONSE Q631UB 2 G29. MONTH LOAN TAKEN OUT / G: VEHICLES /~IF 625(LEQ624) /MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624 /~ELSE /MOTORHOME/RV/PLANE/BOAT: ^625 /~END / / / In what month and year was the loan taken out? / / JAN = 1 APR = 4 JUL = 7 OCT = 10 / FEB = 2 MAY = 5 AUG = 8 NOV = 11 / MAR = 3 JUN = 6 SEP = 9 DEC = 12 / / ^B ^B / MONTH YEAR V (1/12){Nn} Q632UB 4 G29. YEAR LOAN TAKEN OUT V (1950/1998,U1900/1949){NNNN} J633 631 B632(1998)+631(GQ4)=DATE MUST PRECEDE TODAY'S DATE! Q633UB 6 G30. HOW MUCH FINANCED / G: VEHICLES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 625(LEQ624) /MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624 /~ELSE /MOTORHOME/RV/PLANE/BOAT: ^625 /~END / / / How much was borrowed or financed, not counting the finance charges? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___.!("range",1/999999) J634 633 B633(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J634 633 B633(","."-"."+")=INVALID RESPONSE! Q634 DK. A30 DKDOL98.VQ C1 ^633 C2 6 J635 633 B634("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q635B G31. REGULAR INSTALLMENT OR OTHER / G: VEHICLES /~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 / G: VEHICLES /~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 / G: VEHICLES /~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. / G: VEHICLES /~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 / G: VEHICLES / 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$___,___.!("range,NT",0/999999) J640 639 B639(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J640 643 639(0+"0").639("NT") J640 639 B639(","."-"."+")=INVALID RESPONSE! Q640 DK. A30 DKDOL98.VQ C1 ^639 C2 8 J641 639 B640("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J641 643 640(0) Q641B 102 G33F. / G: VEHICLES /~IF 625(LEQ624) /MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624 /~ELSE /MOTORHOME/RV/PLANE/BOAT: ^625 /~END / / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often are they due? / / ^B J642 641 B641(0+"0")=PLEASE ENTER RESPONSE J642 643 641(N7) Q642U G33FV. / G: VEHICLES /~IF 625(LEQ624) /MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624 /~ELSE /MOTORHOME/RV/PLANE/BOAT: ^625 /~END / / PLEASE SPECIFY V M!a_! J643 647 641(G0).639(K2) Q643UB 6 G34. TYPICAL MONTHLY PAYMENTS / G: VEHICLES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 625(LEQ624) /MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624 /~ELSE /MOTORHOME/RV/PLANE/BOAT: ^625 /~END / / / What is the typical payment? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO TYPICAL PAYMENTS, PRESS [F6] KEY. / / ^B V !.A$___,___.!("range,NT",0/999999) J644 643 B643(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J644 648 643(0+"0").643("NT") J644 643 B643(","."-"."+")=INVALID RESPONSE! Q644 DK. A30 DKDOL98.VQ C1 ^643 C2 8 J645 643 B644("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J645 647 644(0) Q645B G34F. / G: VEHICLES /~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 /7 102 0 C8 Lump sum/one payment only C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J646 645 B645(0+"0")=PLEASE ENTER RESPONSE J646 647 645(N7) Q646U G34FV. / G: VEHICLES /~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 / G: VEHICLES /~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 / G: VEHICLES /~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 (1998/2010,U2011/2050){NNNN} J650 648 B649(1998)+648(LQ4)+648(G0)=DATE CANNOT BE IN THE PAST! J650 652 647(1) Q650UB 6 G36. HOW MUCH STILL OWED / G: VEHICLES / 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",1/999999) J651 650 B650(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J651 652 650(0+"0") J651 650 B650(","."-"."+")=INVALID RESPONSE! Q651 DK. A30 DKDOL98.VQ C1 ^650 C2 6 J652 650 B651("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q652UB 5 G37. CURRENT APR / G: VEHICLES /~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){Nn\.nn} Q653B G38. LOAN INSTITUTION ON CARD / G: VEHICLES /~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 M45("<") / IF "SOMEPLACE ELSE": What institution is that? /~ELSE / IF "SOMEPLACE ELSE": What type of institution is that? /~END / / INTERVIEWER: CHECK INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS / MENTIONED AT THIS POINT. /^Y1^C2 / ^B C0 C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= C11 COMMERCIAL BANK C12 S&L/SAVINGS BANK C13 CREDIT UNION C14 FINANCE/LOAN CO C16 BROKERAGE C22 OTHER G 0 G '<1/6(=M43('<1/6()+45(N"<")= G '<1/6(=0A('<0/5()=43AM45(N"<")= G 11/14,16=0A(6)=43AM45(N"<")= G 22 G E1/6,11/14,16,22 J654 653 B653(0+"0")=PLEASE ENTER RESPONSE J654 654 655 M43(Q653)+45("<") Q654B / G: VEHICLES /~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 654 BM43(Q653)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J655 656 653(N22) Q655U G38V. / G: VEHICLES / PLEASE SPECIFY V M!a_! J656 657 625(2)+624(G2)=:1: Q656B 19 G39. ANOTHER VEHICLE? / G: VEHICLES /~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 7 G39_1. WORTH OF OTHER VEHICLES / G: 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",1/9999999) J658 657 B657(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J658 659 657(0+"0") J658 657 B657(","."-"."+")=INVALID RESPONSE! Q658 DK. A30 DKDOL98.VQ C1 ^657 C2 6 J659 657 B658("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q659B 19 G39_2. MONEY STILL OWED ON OTHER / G: VEHICLES / / /~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 / G: VEHICLES / 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$__,___.!("range",1/99999) J661 660 B660(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J661 660 B660(","."-"."+")=INVALID RESPONSE! Q661 DK. A30 DKDOL98.VQ C1 ^660 C2 6 J662 660 B661("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q662UB 6 G39_4. TOTAL MONTHLY PAYMENTS / G: VEHICLES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 0(G1)=624-625 / How much are the total payments on these loans? /~ELSE / How much are the total payments on this loan? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO TYPICAL PAYMENTS, PRESS [F6] KEY. / / ^B V !.A$___,___.!("range,NT",0/999999) J663 662 B662(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J663 666 662(0+"0").662("NT") J663 662 B662(","."-"."+")=INVALID RESPONSE! Q663 DK. A30 DKDOL98.VQ C1 ^662 C2 8 J664 662 B663("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J664 666 663(0) Q664B 102 G39_4F. / G: VEHICLES / / 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(N7) Q665U G39_4FV. / G: VEHICLES / PLEASE SPECIFY V M!a_! ******************************************************************************** *SECTION H: EDUCATION LOANS ******************************************************************************** Q666B 19 H1. EDUCATION LOANS /QxQ H: EDUCATION LOANS / /~IF 0A(LE1)=6AM25(N2)= / Do you owe any money or have any loans for educational expenses? /~ELSE / Do you and your family living here owe any money or have any / loans for educational expenses? /~END / / IF YES: Please do not include any credit cards or other loans I have / already recorded. / / ^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 H: EDUCATION LOANS / / / 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 / H: EDUCATION LOANS /~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 education 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 (1950/1998,U1900/1949){NNNN} J671 669 B670(1998)+669(GQ4)=DATE MUST PRECEDE TODAYS DATE! Q671UB 7 H4. HOW MUCH BORROWED / H: EDUCATION LOANS / 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) J672 671 B671(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J672 671 B671(","."-"."+")=INVALID RESPONSE! Q672 DK. A30 DKDOL98.VQ C1 ^671 C2 7 J673 671 B672("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q673B 19 H5. YOU PAYING ON LOAN NOW / H: EDUCATION LOANS /~IF 668(LEQ667) /EDUCATION LOAN: ^668 OF ^667 /~ELSE /EDUCATION LOAN: ^668 /~END / / / / 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 /QxQ H: EDUCATION LOANS /~IF 668(LEQ667) /EDUCATION LOAN: ^668 OF ^667 /~ELSE /EDUCATION LOAN: ^668 /~END / / / 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 /QxQ H: EDUCATION LOANS /~IF 668(LEQ667) /EDUCATION LOAN: ^668 OF ^667 /~ELSE /EDUCATION LOAN: ^668 /~END / / 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 (1998/2000,U2001/2010){NNNN} J677 675 B676(1998)+675(LQ4)+675(G0)=DATE CANNOT BE IN THE PAST! Q677B 19 H7. ACCUMULATING INTEREST / H: EDUCATION LOANS /~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 / H: EDUCATION LOANS /~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 (1950/1998,U1900/1949){NNNN} J680 678 B670(GQ679)+679(G0)=PAYMENTS CANNOT BE MADE BEFORE THE /LOAN WAS TAKEN OUT (^669/^670) J680 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 / H: EDUCATION LOANS /~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 / H: EDUCATION LOANS /~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 / H: EDUCATION LOANS /~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. / H: EDUCATION LOANS /~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 / H: EDUCATION LOANS / 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) J685 684 B684(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J685 688 684(0+"0").684("NT") J685 684 B684(","."-"."+")=INVALID RESPONSE! Q685 DK. A30 DKDOL98.VQ C1 ^684 C2 8 J686 684 B685("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J686 688 685(0) Q686B 102 H11F. / H: EDUCATION LOANS /~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(N7) Q687U H11FV. / H: EDUCATION LOANS /~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 / H: EDUCATION LOANS / 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) J689 688 B688(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J689 692 688(0+"0").688("NT") J689 688 B688(","."-"."+")=INVALID RESPONSE! Q689 DK. A30 DKDOL98.VQ C1 ^688 C2 8 J690 688 B689("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J690 692 689(0) Q690B 102 H11_1F. / H: EDUCATION LOANS /~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(N7) Q691U H11_1FV. / H: EDUCATION LOANS / PLEASE SPECIFY V M!a_! J692 693 688(A) Q692B H12. ON, AHEAD, BEHIND SCHEDULE / H: EDUCATION LOANS /~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 / H: EDUCATION LOANS /~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 (1998/2010,U2011/2050){NNNN} J695 693 B694(1998)+693(LQ4)+693(G0)=DATE CANNOT BE IN THE PAST! Q695UB 5 H14. CURRENT APR / H: EDUCATION LOANS /~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){Nn\.nn} Q696B H15. LOAN INSTITUTION ON CARD /QxQ H: EDUCATION LOANS /~IF 668(LEQ667) /EDUCATION LOAN: ^668 OF ^667 /~ELSE /EDUCATION LOAN: ^668 /~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 M45("<") / IF "SOMEPLACE ELSE": What institution is that? /~ELSE / IF "SOMEPLACE ELSE": What type of institution is that? /~END / / INTERVIEWER: CHECK INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS / MENTIONED AT THIS POINT. /^Y1^C2 / ^B C0 C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= C11 COMMERCIAL BANK C12 S&L/SAVINGS BANK C13 CREDIT UNION C14 FINANCE/LOAN CO C16 BROKERAGE C22 OTHER C23 COLLEGE/UNIVERSITY G 0 G '<1/6(=M43('<1/6()+45(N"<")= G '<1/6(=0A('<0/5()=43AM45(N"<")= G 11/14,16,23=0A(6)=43AM45(N"<")= G 22 G E1/6,11/14,16,23,22 J697 696 B696(0+"0")=PLEASE ENTER RESPONSE J697 697 698 M43(Q696)+45("<") Q697B / H: EDUCATION LOANS /~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 697 BM43(Q696)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J698 699 696(N22) Q698U H15V. / H: EDUCATION LOANS /~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 / H: EDUCATION LOANS / 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",1/99999999) J700 699 B699(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J700 701 699(0+"0") J700 699 B699(","."-"."+")=INVALID RESPONSE! Q700 DK. A30 DKDOL98.VQ C1 ^699 C2 7 J701 699 B700("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q701B 19 H17. ANOTHER EDUCATION LOAN / H: EDUCATION LOANS /~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 / H: EDUCATION 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$__,___,___.!("range",1/99999999) J822 806 B806(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J822 702 806(0+"0") J822 806 B806(","."-"."+")=INVALID RESPONSE! Q822 DK. A30 DKDOL98.VQ C1 ^806 C2 7 J702 806 B822("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q1427UB 8 H18_1. AMOUNT OF REMAINING LOANS / H: EDUCATION LOANS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / How much in total are all the payments you are making on all / the remaining loans? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO TYPICAL PAYMENTS, PRESS [F6] KEY. / / ^B V !.A$__,___,___.!("range,NT",0/99999999) J1485 1427 B1427(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1485 702 1427(0+"0").1427("NT") J1485 1427 B1427(","."-"."+")=INVALID RESPONSE! Q1485 DK. A30 DKDOL98.VQ C1 ^1427 C2 8 J1497 1427 B1485("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1497 702 1485(0) Q1497B 102 H18_1F.FREQUENCY / H: EDUCATION LOANS / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often is that amount paid? / / ^B J923 1497 B1497(0+"0")=PLEASE ENTER RESPONSE J923 702 1497(N7) Q923U H18_1FV.SPECIFY / H: EDUCATION LOANS / / PLEASE SPECIFY. V M!a_! ******************************************************************************** *SECTION I: OTHER LOANS ******************************************************************************** Q702B 19 I1. OTHER LOANS /QxQ I: OTHER LOANS / / (SHOW CARD 8) / /~IF 0A(LE1)=6AM25(N2)= / Do you owe any money or have any other loans for any reason on this card? /~ELSE / Do you or anyone in your family living here owe any money or have any / other loans for any reason on this card? /~END / (These are loans for household appliances, furniture, hobby or / recreational equipment, medical bills, loans from friends or relatives, / loans for a business or investment, or other loans.) / / IF YES, SAY: Please do not include credit cards or loans I have already / recorded in detail. / / DO NOT INCLUDE GIFTS/LOANS R IS NOT EXPECTED TO REPAY / / ^B V B J703 702 B702(0+"0")=PLEASE ENTER RESPONSE J703 732 702(2.K2.K3) Q703UB 3 I2. HOW MANY OTHER LOANS / I: 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 / I: OTHER LOANS /~IF 704(LEQ703) /OTHER LOAN: ^704 OF ^703 /~ELSE /OTHER LOAN: ^704 /~END / / /~IF 703(1) / What was the loan for? /~ELSE 703(N1)+704(1) / What was the largest loan for? /~ELSE / What was the next of these other loans for? /~END V M!a_! J1629 1629 706 (M488(G0)+502(1)).(M488(G0)+512(1)) Q1629B 19 / I: OTHER LOANS / / / INTERVIEWER: DO NOT ASK IF OBVIOUS / Is this loan one that you told me about when we talked about your / business? / / ^B J706 1629 B1629(0+"0")=PLEASE ENTER RESPONSE Q706UB 2 I5. MONTH LOAN TAKEN OUT / I: OTHER LOANS /~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 (1975/1998,U1900/1974){NNNN} J708 706 B707(1998)+706(GQ4)=DATE MUST PRECEDE TODAYS DATE! Q708UB 7 I6. HOW MUCH BORROWED / I: OTHER LOANS / 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$_,___,___.!("range",1/9999999) J709 708 B708(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J709 708 B708(","."-"."+")=INVALID RESPONSE! Q709 DK. A30 DKDOL98.VQ C1 ^708 C2 7 J710 708 B709("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q710B I7. REGULAR OR INSTALLMENT / I: OTHER LOANS /~IF 704(LEQ703) /OTHER LOAN: ^704 OF ^703 /~ELSE /OTHER LOAN: ^704 /~END / / / Is this a regular installment loan where you pay a fixed dollar amount / each month for a fixed number of months until the loan is repaid, or / some other kind? /^C1 / / ^B C0 C1 Regular Installment C2 Other Kind J711 718 710(2) J711 710 B710(0+"0")=PLEASE ENTER RESPONSE Q711B 593 I8. AGREED TO YEARS OR PAYMENTS / I: OTHER LOANS /~IF 704(LEQ703) /OTHER LOAN: ^704 OF ^703 /~ELSE /OTHER LOAN: ^704 /~END / / / How many monthly payments or years were agreed upon when / the loan was received? /^C1 / / ^B J712 711 B711(0+"0")=PLEASE ENTER RESPONSE J712 713 711(N1) Q712UB 2 I8YRS. NUMBER OF YEARS OR PAYMENTS / I: OTHER LOANS /~IF 704(LEQ703) /OTHER LOAN: ^704 OF ^703 /~ELSE /OTHER LOAN: ^704 /~END / / / NUMBER OF YEARS: ^B V (1/120,U121/999){Nnn} J713 714 711(N2) Q713UB 3 I8PAY. / I: OTHER LOANS /~IF 704(LEQ703) /OTHER LOAN: ^704 OF ^703 /~ELSE /OTHER LOAN: ^704 /~END / / / NUMBER OF PAYMENTS: ^B V (1/120,U121/999){Nnn} J714 718 711(3) Q714UB 5 I9. HOW MUCH MONTHLY PAYMENTS / I: OTHER LOANS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 704(LEQ703) /OTHER LOAN: ^704 OF ^703 /~ELSE /OTHER LOAN: ^704 /~END / / / How much are the payments? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO REGULAR PAYMENTS, PRESS [F6] KEY. / / ^B V !.A$__,___.!("range,NT",0/99999) J715 714 B714(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J715 718 714(0+"0").714("NT") J715 714 B714(","."-"."+")=INVALID RESPONSE! Q715 DK. A30 DKDOL98.VQ C1 ^714 C2 8 J716 714 B715("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J716 718 715(0) Q716B 102 I9F. / I: OTHER LOANS /~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(N7) Q717U I9FV. / I: OTHER LOANS /~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 / I: OTHER LOANS / 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) J719 718 B718(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J719 722 718(0+"0").718("NT") J719 718 B718(","."-"."+")=INVALID RESPONSE! Q719 DK. A30 DKDOL98.VQ C1 ^718 C2 8 J720 718 B719("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J720 722 719(0) Q720B 102 I10F. / I: OTHER LOANS /~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(N7) Q721U I10FV. / I: OTHER LOANS /~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 / I: OTHER LOANS /~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 / I: OTHER LOANS /~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 (1998/2005,U2006/2020){NNNN} J725 723 B724(1998)+723(LQ4)+723(G0)=DATE CANNOT BE IN THE PAST! J725 727 722(1) Q725UB 7 I12. HOW MUCH STILL OWED / I: OTHER LOANS / 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) J726 725 B725(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J726 725 B725(","."-"."+")=INVALID RESPONSE! Q726 DK. A30 DKDOL98.VQ C1 ^725 C2 7 J727 725 B726("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q727UB 5 I13. CURRENT APR / I: OTHER LOANS /~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){Nn\.nn} Q728B I14. LOAN INSTITUTION ON CARD / I: OTHER LOANS /~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 M45("<") / IF "SOMEPLACE ELSE": What institution is that? /~ELSE / IF "SOMEPLACE ELSE": What type of institution is that? /~END / / INTERVIEWER: CHECK INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS / MENTIONED AT THIS POINT. /^Y1^C2 / ^B C0 C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= C11 COMMERCIAL BANK C12 S&L/SAVINGS BANK C13 CREDIT UNION C14 FINANCE/LOAN CO C16 BROKERAGE C22 OTHER G 0 G '<1/6(=M43('<1/6()+45(N"<")= G '<1/6(=0A('<0/5()=43AM45(N"<")= G 11/14,16=0A(6)=43AM45(N"<")= G 22 G E1/6,11/14,16,22 J729 728 B728(0+"0")=PLEASE ENTER RESPONSE J729 729 730 M43(Q728)+45("<") Q729B / I: OTHER LOANS /~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 729 BM43(Q728)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J730 731 728(N22) Q730U I14V. / I: OTHER LOANS /~IF 704(LEQ703) /OTHER LOAN: ^704 OF ^703 /~ELSE /OTHER LOAN: ^704 /~END / / / PLEASE SPECIFY V M!a_! J731 840 704(6)+703(6)=:2: J731 840 704(6)+703(G6)=:1: Q731B 19 I15. ANOTHER LOAN / I: OTHER LOANS /~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).(703(6)+704(6)) Q840UB 8 I16. AMOUNT OF REMAINING LOANS / I: OTHER 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$__,___,___.!("range",1/99999999) J889 840 B840(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J889 732 840(0+"0") J889 840 B840(","."-"."+")=INVALID RESPONSE! Q889 DK. A30 DKDOL98.VQ C1 ^840 C2 7 J1535 840 B889("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q1535UB 8 I16_1. AMOUNT OF REMAINING LOANS / I: OTHER LOANS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / How much in total are all the payments you are making on all / the remaining loans? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO TYPICAL PAYMENTS, PRESS [F6] KEY. / / / ^B V !.A$__,___,___.!("range,NT",0/99999999) J1595 1535 B1535(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1595 732 1535(0+"0").1535("NT") J1595 1535 B1535(","."-"."+")=INVALID RESPONSE! Q1595 DK. A30 DKDOL98.VQ C1 ^1535 C2 7 J1596 1435 B1595("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1596 732 1595(0) Q1596B 102 I16_1F.FREQUENCY / I: OTHER LOANS / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often is that amount paid? / / ^B J966 732 1596(N7) Q966U I16_1FV.SPECIFY / I: OTHER LOANS / / PLEASE SPECIFY. V M!a_! J732 732 1472 (M82(G0)).91(1).218(1/2).274(1).301(1).327(1).392(1).3 /98(1).(M416(1)).455(1).471(1).(M502(1)).(M512(1)).587(1).616(1).(M630(1)).659(1 /).666(1).702(1) Q732B I19. ALL PAYMENTS ON SCHEDULE... / I: OTHER LOANS / / / Now thinking of all the various loan or mortgage payments you made / during the 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 1472 732(1) J733 732 B732(0+"0")=PLEASE ENTER RESPONSE Q733B 19 I19_1. BEHIND BY TWO MONTHS / I: OTHER LOANS / / / Were you ever behind in your payments by two months or more? /^C1 / / ^B J1472 733 B733(0+"0")=PLEASE ENTER RESPONSE Q1472B / I: OTHER LOANS / /~IF M7(2/3)+25(1) / Have you ^35(1/3) ever filed for bankruptcy? /~ELSE / Have you ever filed for bankruptcy? /~END / / ^B C0 C1 YES C2 NO J1473 1472 B1472(0+"0")=PLEASE ENTER RESPONSE J1473 1600 1472(N1) Q1473B / I: OTHER LOANS / / When was that? / / IF MORE THAN ONCE, ASK: When was the most recent time? / / ^B C0 C1 ENTER "NUMBER OF YEARS AGO" C2 ENTER YEAR J1600 1473 B1473(0+"0")=PLEASE ENTER RESPONSE J1600 1601 1473(N1) Q1600UB 2 / I: OTHER LOANS / / ^B YEARS AGO V (0/99){Nn} J1601 734 1473(N2) Q1601UB 4 / I: OTHER LOANS / / YEAR: ^B V (1900/1998) ******************************************************************************** *SECTION J: ATTITUDES ABOUT SAVING/INVESTING ******************************************************************************** Q734U J1. REASONS FOR SAVING /QxQ J: ATTITUDES ABOUT SAVING/INVESTING / /~IF 0A(LE1)=6AM25(N2)= / Now I'd like to ask some questions about your attitudes about saving / and planning for the future. / / 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 some questions about your family's attitudes / about saving and planning for the future. / / 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 / J: ATTITUDES ABOUT SAVING/INVESTING / /~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 / J: ATTITUDES ABOUT SAVING/INVESTING / / / (SHOW CARD 9) / / What kinds of obligations are these? / / CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN C1 EDUCATION FOR YOUR CHILDREN C2 EDUCATION FOR OTHERS C3 PURCHASE OF NEW HOME C4 HEALTH CARE FOR SELF/SPOUSE/PARTNER C5 HEALTH CARE FOR OTHERS C6 OTHER MAJOR FINANCIAL OBLIGATIONS C10 G 1/6 J737 737 738 736(6) Q737U J2_1V. COMMENT FOR OTHER / J: ATTITUDES ABOUT SAVING/INVESTING / / / PLEASE SPECIFY. V M!a_! Q738B 19 J2_2. SAVING NOW / J: ATTITUDES ABOUT SAVING/INVESTING / /~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 / J: ATTITUDES ABOUT SAVING/INVESTING / / (SHOW CARD 10) / /~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 J: ATTITUDES ABOUT SAVING/INVESTING / (SHOW CARD 11) / /~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 J: ATTITUDES ABOUT SAVING/INVESTING / (SHOW CARD 12) / /~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 / J: ATTITUDES ABOUT SAVING/INVESTING / / / (SHOW CARD 13) / / 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 / J: ATTITUDES ABOUT SAVING/INVESTING / /~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 / J: ATTITUDES ABOUT SAVING/INVESTING / / / 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 / J: ATTITUDES ABOUT SAVING/INVESTING / /~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 / J: ATTITUDES ABOUT SAVING/INVESTING / / / 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 / J: ATTITUDES ABOUT SAVING/INVESTING / / / PLEASE SPECIFY. V M!a_! J748 749 746(A) Q748B 19 J9_4. INCLUDE HOME, AUTO / J: ATTITUDES ABOUT SAVING/INVESTING / / / 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 /QxQ J: ATTITUDES ABOUT SAVING/INVESTING / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / About how much do you think you need to have in savings for / 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 emergencies and other unexpected things that may come up? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$__,___,___.!("range",0/99999999) J750 749 B749(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J750 1608 749(0+"0") J750 749 B749(","."-"."+")=INVALID RESPONSE! Q750 DK. A30 DKDOL98.VQ C1 ^749 C2 6 J1608 749 B750("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q1608B / J: ATTITUDES ABOUT SAVING/INVESTING / (SHOW CARD 14) For the following statements, please say whether you agree / strongly, agree somewhat, neither agree nor disagree, disagree somewhat, / or disagree strongly: / /~IF M7(2/3)+25(1) / Compared with other people of my generation and background, my / ^35(7/9) and I have been lucky in our financial affairs. /~ELSE / Compared with other people of my generation and background, I have been / lucky in my financial affairs. /~END / / ^B C0 C1 AGREE STRONGLY C2 AGREE SOMEWHAT C3 NEITHER AGREE NOR DISAGREE C4 DISAGREE SOMEWHAT C5 DISAGREE STRONGLY J1609 1608 B1608(0+"0")=PLEASE ENTER RESPONSE Q1609B 1608 / J: ATTITUDES ABOUT SAVING/INVESTING / (SHOW CARD 14) / /~IF M7(2/3)+25(1) / When the things that my ^35(7/9) and I own increase in value, / we are more likely to spend money. /~ELSE / When the things that I own increase in value, I am more likely / to spend money. /~END / / ^B J751 1609 B1609(0+"0")=PLEASE ENTER RESPONSE ******************************************************************************** *SECTION N: FINANCIAL ASSETS ******************************************************************************** Q751B 19 N1.HAVE CHECKING ACCOUNTS? /QxQ N: FINANCIAL ASSETS / / 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 / / IF YES: 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 N: FINANCIAL ASSETS / /~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 / N: FINANCIAL ASSETS / / (SHOW CARD 15) 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 SOME OTHER REASON J754 753 B753(0+"0")=PLEASE ENTER RESPONSE J754 756 753(N6) Q754U N2_1V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY V M!a_! J756 774 753(A) Q756UB 2 N3.NUMBER OF CHECKING ACCOUNTS /QxQ N: FINANCIAL ASSETS / /~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) / / DO NOT INCLUDE BUSINESS 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 N: FINANCIAL ASSETS / /~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? /~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? /~ELSE / Please look at the Institutions Card. Thinking about the next checking / account, is this account with any of the institutions on the Institutions / Card, or from someplace else? /~END / / IF INSTITUTIONS CARD: Which institution? /~IF M45("<") / IF "SOMEPLACE ELSE": What institution is that? /~ELSE / IF "SOMEPLACE ELSE": What type of institution is that? /~END / / INTERVIEWER: CHECK INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS / MENTIONED AT THIS POINT. /^Y1^C2 / ^B C0 C01 ^45M43(1)= C02 ^45M43(2)= C03 ^45M43(3)= C04 ^45M43(4)= C05 ^45M43(5)= C06 ^45M43(6)= C11 COMMERCIAL BANK C12 S&L/SAV BANK C13 CREDIT UNION C16 BROKERAGE C22 OTHER G 0 G '<1/6(=M43('<1/6()+45(N"<")= G '<1/6(=0A('<0/5()=43AM45(N"<")= G 11/16=0A(6)=43AM45(N"<")= G 22 G E1/6,11/16,22 J759 758 B758(0+"0")=PLEASE ENTER RESPONSE J759 759 760 M43(Q758)+45("<") Q759B / N: FINANCIAL ASSETS / / INSTITUTIONS ALREADY LISTED: / '^45M45(N"<")’31( / / ENTER NAME OF NEW INSTITUTION: / '^E45M43(Q758)+45("<")’55( / / / / / ^B C1 PRESS ENTER TO CONTINUE J760 759 BM43(Q758)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J760 761 758(N22) Q760U N4V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! Q761UB 8 N5.AMOUNT IN CHECKING ACCOUNT / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /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",-9999999/99999999) J762 761 B761(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J762 763 761(0+"0") J762 761 B761(NL0)+761(","."-"."+")=INVALID RESPONSE! Q762 DK. A30 DKDOL98.VQ C1 ^761 C2 7 J763 761 B762("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q763B 19 N6. MONEY-MARKET TYPE ACCOUNT? /QxQ N: FINANCIAL ASSETS /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 N: FINANCIAL ASSETS /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. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! J766 767 757(6)+756(G6)=:1: Q766B 19 N7.ANOTHER CHECKING ACCOUNT? /CHECKING ACCOUNT: ^757 OF ^756 N: FINANCIAL ASSETS / /~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 / N: FINANCIAL ASSETS / 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) J768 767 B767(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J768 769 767(0+"0") J768 767 B767(","."-"."+")=INVALID RESPONSE! Q768 DK. A30 DKDOL98.VQ C1 ^767 C2 6 J769 767 B768("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q769B CHECKING / N: FINANCIAL ASSETS / / NO. INSTITUTION AMOUNT MONEY MKT JOINT / '^757M757(1)’4( '^758’17( '^761’10( '^763’12( '^764’14( / '^757M757(2)’4( '^758’17( '^761’10( '^763’12( '^764’14( / '^757M757(3)’4( '^758’17( '^761’10( '^763’12( '^764’14( / '^757M757(4)’4( '^758’17( '^761’10( '^763’12( '^764’14( / '^757M757(5)’4( '^758’17( '^761’10( '^763’12( '^764’14( / '^757M757(6)’4( '^758’17( '^761’10( '^763’12( '^764’14( / /~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 / N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / (SHOW CARD 16) 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 16) 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 THEIR OFFICES C02 HAD THE LOWEST FEES/MINIMUM BALANCE REQUIREMENT C03 ABLE TO OBTAIN MANY SERVICES AT ONE PLACE C04 OFFERED SAFETY AND ABSENCE OF RISK C05 SOME OTHER REASON J771 770 B770(0+"0")=PLEASE ENTER RESPONSE J771 772 770(N5) Q771U N9V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! Q772UB 2 N9_1.# OF YEARS W/INSTITUTION /QxQ N: FINANCIAL ASSETS / /~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 / / IF INSTITUTION MERGED WITH ANOTHER, WE WANT THE LONGEST TIME R / HAS DONE BUSINESS WITH ANY PART OF THE INSTITUTION. / / / 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 N: FINANCIAL ASSETS / /~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 / / INTERVIEWER: INCLUDE ROTH IRAs HERE. / / ^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 777 775(1)+6(2)+M7(2)+25(2.K2.K3)=:1: J776 777 775(1)+N(M7(2/39)+25(N2))=:1: J776 777 775(2)+776(2)+7(2/3)=:1: J776 777 775(3)+776(2)+M775(1)+776(2)=:1: Q776B 774 N10_1.IRA/KEOGH ACCOUNTS YOURS? / N: FINANCIAL ASSETS / /~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 /QxQ N: FINANCIAL ASSETS / / Including any rollovers from past job pensions, how many IRA and /~IF 775(1) / Keogh accounts do you have in your own name? /~ELSE 775(2) /~IF M7(2)+25(N2) / Keogh accounts does your spouse have? /~ELSE / Keogh accounts does your partner have? /~END / /~ELSE 775(3) / Keogh accounts do your other family members have? /~END / / ^B # ACCTS V !U__!(1/99) J778 775 777(0+"0") 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 N: FINANCIAL ASSETS /^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 / N: FINANCIAL ASSETS /^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: CODE RESPONSES IN THE ORDER THEY ARE GIVEN / / IF INSTITUTIONS CARD: Which institution? /~IF M45("<") / IF "SOMEPLACE ELSE": What institution is that? /~ELSE / IF "SOMEPLACE ELSE": What type of institution is that? /~END /^C2 / INTERVIEWER: CHECK INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS / MENTIONED AT THIS POINT. C01 ^45M43(1)= C02 ^45M43(2)= C03 ^45M43(3)= C04 ^45M43(4)= C05 ^45M43(5)= C06 ^45M43(6)= C11 COMMERCIAL BANK C12 S&L/SAV BANK C13 CREDIT UNION C16 BROKERAGE C22 OTHER G 0,1/6 G 11/16=0A(6)=43AM45(N"<")= G 22 G E1/6,11/16,22 J1630 780 B0(GQ777)+777(G0)=780U(1/16)==NUMBER OF ACCOUNTS IS ^77 /7, CAN'T HAVE MORE THAN ^777 INSTITUTIONS Q1630S 43 G '<1/6(=M43('<1/6()+45(N"<") G '<1/6(=780('<1/6()+M43('<1/6()+45("<") Q1631U A14 1631+1X J781 781 782 M43(Q780)+45("<") Q781B / N: FINANCIAL ASSETS / / INSTITUTIONS ALREADY LISTED: / '^45M45(N"<")’31( / / ENTER NAME OF NEW INSTITUTION: / '^E45M43(LEQ1631)+45("<")’55( / / / / / ^B C1 PRESS ENTER TO CONTINUE J782 781 BM43(Q780)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J782 783 780(N22) Q782U N13V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! Q783UB 8 N14.TOTAL AMOUNT IN ACCOUNTS / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /^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",1/99999999) J784 783 B783(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J784 775 783(0+"0") J784 783 B783(","."-"."+")=INVALID RESPONSE! Q784 DK. A30 DKDOL98.VQ C1 ^783 C2 6 J775 783 B784("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** R775 784 R1630 1631 Q785B IRA/KEOGH / N: FINANCIAL ASSETS / (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 C5 your G 1,3=0(1)=777M777(G0)= G 2,4,5=0(N1)=777M777(G0)= Q787B N15.HOW IS IRA/KEOGH INVESTED? /QxQ N: FINANCIAL ASSETS / /~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(1.5) 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 Split/Other J788 787 B787(0+"0")=PLEASE ENTER RESPONSE J788 790 787(N4) Q788U N15V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! Q790B 19 N16.HAVE MONEY-MARKET ACCOUNTS? /QxQ N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / Do you have any money market accounts that I have not already recorded? /~ELSE / Do you or anyone in your family here have any money market accounts that / I have not already recorded? /~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 N: FINANCIAL ASSETS / /~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 N: FINANCIAL ASSETS /~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 money market account have check-writing / privileges? /~END /~END / / ^B J794 793 B793(0+"0")=PLEASE ENTER RESPONSE Q794B 19 N18.TAX-FREE ACCOUNT? /QxQ N: FINANCIAL ASSETS /~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 / N: FINANCIAL ASSETS /~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 M45("<") / IF "SOMEPLACE ELSE": What institution is that? /~ELSE / IF "SOMEPLACE ELSE": What type of institution is that? /~END / / INTERVIEWER: CHECK INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS / MENTIONED AT THIS POINT. / ^Y1^C2 / ^B J796 795 B795(0+"0")=PLEASE ENTER RESPONSE J796 796 797 M43(Q795)+45("<") Q796B / N: FINANCIAL ASSETS / / INSTITUTIONS ALREADY LISTED: / '^45M45(N"<")’31( / / ENTER NAME OF NEW INSTITUTION: / '^E45M43(Q795)+45("<")’55( / / / / / ^B C1 PRESS ENTER TO CONTINUE J797 796 BM43(Q795)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J797 798 795(N22) Q797U N19V. / N: FINANCIAL ASSETS / / / PLEASE SPECIFY. V !a_! Q798UB 8 N20.AMOUNT IN ACCOUNT / N: FINANCIAL ASSETS / 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",1/99999999) J799 798 B798(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J799 800 798(0+"0") J799 798 B798(","."-"."+")=INVALID RESPONSE! Q799 DK. A30 DKDOL98.VQ C1 ^798 C2 5 J800 798 B799("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J800 802 7(1).(6(2)+25(2.K2.K3)) Q800B 764 N20_2.JOINT, YOUR NAME, SPOUSE'S NAME /QxQ N: FINANCIAL ASSETS /~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. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! J802 803 792(3)+791(G3)=:1: Q802B 19 N21.ANOTHER MONEY-MARKET ACCOUNT? / N: FINANCIAL ASSETS /~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 / N: FINANCIAL ASSETS / 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) J804 803 B803(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J804 805 803(0+"0") J804 803 B803(","."-"."+")=INVALID RESPONSE! Q804 DK. A30 DKDOL98.VQ C1 ^803 C2 5 J805 803 B804("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q805B MONEY MARKET. / N: FINANCIAL ASSETS / (MONEY MARKET ACCOUNTS) / / NO. CHECKS TAX FREE INSTITUTION AMOUNT JOINT / '^792M792(1)’3( '^793’5( '^794( '^795’12( '^798’12( '^800’18( / '^792M792(2)’3( '^793’5( '^794( '^795’12( '^798’12( '^800’18( / '^792M792(3)’3( '^793’5( '^794( '^795’12( '^798’12( '^800’18( / /~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 N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / Do you have any CDs or certificates of deposit at financial institutions? /~ELSE / Do you or anyone in your family here have any CDs or certificates of / deposit at financial institutions? /~END / / IF YES: Please do not include CDs that are part of IRAs or Keoghs I have / already recorded. / / 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 N: FINANCIAL ASSETS / /~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 /QxQ N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~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) J810 809 B809(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J810 811 809(0+"0") J810 809 B809(","."-"."+")=INVALID RESPONSE! Q810 DK. A30 DKDOL98.VQ C1 ^809 C2 5 J811 809 B810("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q811MC 780 N22_3.INSTITUTION / N: FINANCIAL ASSETS /^C2 /~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? /~ELSE / (Please look the at Institutions Card.) Are these CDs with any of the / institutions on the Institutions Card, or from someplace else? /~END / / CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN / IF INSTITUTIONS CARD: Which institution? /~IF M45("<") / IF "SOMEPLACE ELSE": What institution is that? /~ELSE / IF "SOMEPLACE ELSE": What type of institution is that? /~END / / INTERVIEWER: CHECK INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS / MENTIONED AT THIS POINT. J1632 811 B0(GQ808)+808(G0)=811U(1/16)==SORRY, CAN'T HAVE MORE IN /STITUTIONS THAN ACCOUNTS Q1632S 43 G '<1/6(=811('<1/6()+M43('<1/6()+45("<") G '<1/6(=M43('<1/6()+45(N"<") Q1633U A14 1633+1X R1632 1633 J812 812 813 M43(Q811)+45("<") Q812B / N: FINANCIAL ASSETS / / INSTITUTIONS ALREADY LISTED: / '^45M45(N"<")’31( / / ENTER NAME OF NEW INSTITUTION: / '^E45M43(LEQ1633)+45("<")’57( / / / / / ^B C1 PRESS ENTER TO CONTINUE J813 812 BM43(Q811)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J813 813 814 811(22) Q813U N22_3V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! J814 815 6(1).(6(2)+25(2.K2.K3)) Q814B 764 N22_4.JOINT, YOUR NAME, SPOUSE'S NAME /QxQ N: FINANCIAL ASSETS / /~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. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! Q816B 19 N23.ANY OTHER ACCOUNTS? /QxQ N: FINANCIAL ASSETS /SAVINGS / /~IF 0A(LE1)=6AM25(N2)= / Do you have any savings accounts? 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 savings accounts? / These could be passbook accounts, share accounts, Christmas Club / accounts, or any other type of savings account. /~END / / DO NOT INCLUDE JOB PENSION ACCOUNTS. / / ^B J817 816 B816(0+"0")=PLEASE ENTER RESPONSE J817 831 816(A+N1) Q817UB 3 N23_1.NUMBER OF OTHER ACCOUNTS /QxQ N: FINANCIAL ASSETS /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 N: FINANCIAL ASSETS / /~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? /~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? /~ELSE / Please look at the Institutions Card. Thinking about the next largest savings / account, is it with any of the institutions on the Institutions Card, or from / someplace else? /~END /~END / / IF INSTITUTIONS CARD: Which institution? /~IF M45("<") / IF "SOMEPLACE ELSE": What institution is that? /~ELSE / IF "SOMEPLACE ELSE": What type of institution is that? /~END / / INTERVIEWER: CHECK INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS / MENTIONED AT THIS POINT. /^Y1^C2 / ^B J820 819 B819(0+"0")=PLEASE ENTER RESPONSE J820 820 821 M43(Q819)+45("<") Q820B / N: FINANCIAL ASSETS / / INSTITUTIONS ALREADY LISTED: / '^41M41(N"<")’31( / / ENTER NAME OF NEW INSTITUTION: / '^E45M43(Q819)+45("<")’55( / / / / / ^B C1 PRESS ENTER TO CONTINUE J821 820 BM43(Q819)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J821 823 819(N22) Q821U N24V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! Q823UB 7 N25.AMOUNT IN SAVINGS ACCOUNT / N: FINANCIAL ASSETS / 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) J824 823 B823(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J824 825 823(0+"0") J824 823 B823(","."-"."+")=INVALID RESPONSE! Q824 DK. A30 DKDOL98.VQ C1 ^823 C2 7 J825 823 B824("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J825 827 6(1).(6(2)+25(2.K2.K3)) Q825B 764 N25_2.JOINT, YOUR NAME, SPOUSE'S NAME /QxQ N: FINANCIAL ASSETS /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(N5) Q826U N25_2V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! J827 828 818(5)+817(G5)=:1: Q827B 19 N26.ANOTHER SAVINGS ACCOUNT? /SAVINGS ACCOUNT: ^818 OF ^817 N: FINANCIAL ASSETS / / /~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 / N: FINANCIAL ASSETS / 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) J829 828 B828(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J829 830 828(0+"0") J829 828 B828(","."-"."+")=INVALID RESPONSE! Q829 DK. A30 DKDOL98.VQ C1 ^828 C2 7 J830 828 B829("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q830B SAVINGS. / N: FINANCIAL ASSETS / (SAVINGS ACCOUNTS) / / NO. INSTITUTION AMOUNT JOINT / '^818M818(1)’8( '^819’15( '^823’12( '^825’9( / '^818M818(2)’8( '^819’15( '^823’12( '^825’9( / '^818M818(3)’8( '^819’15( '^823’12( '^825’9( / '^818M818(4)’8( '^819’15( '^823’12( '^825’9( / '^818M818(5)’8( '^819’15( '^823’12( '^825’9( / /~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 N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / Do you have any mutual funds? /~ELSE / Do you or anyone in your family here have any mutual funds? /~END / / IF YES: Please do not include any pension or 401k accounts, funds held / as a part of a trust or annuity, or assets you have already told me about. / / ^B J832 831 B831(0+"0")=PLEASE ENTER RESPONSE J832 852 831(A+N1) Q832S C1 Stock Mutual Funds C2 Tax-Free Bond Mutual Funds C3 Government or Government backed Bond Mutual Funds C4 Other bond mutual funds C5 Combination funds or any other mutual funds Q833B 22 N28.DO YOU HAVE (TYPE MUTUAL FUND) /QxQ N: FINANCIAL ASSETS /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 8 N29.MARKET VALUE OF (TYPE MUTUAL FUND) / N: FINANCIAL ASSETS / 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",1/99999999) J835 834 B834(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J835 836 834(0+"0") J835 834 B834(","."-"."+")=INVALID RESPONSE! Q835 DK. A30 DKDOL98.VQ C1 ^834 C2 5 J836 834 B835("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q836U A14 833U(1)=+836 R832 836 J837 841 M833(1.K2) Q837U N29V.EXPLAIN / N: FINANCIAL ASSETS / / PLEASE EXPLAIN TYPE OF MUTUAL FUNDS. V !a_! Q838UB 7 N29_6.TOTAL VALUE OF MUTUAL FUNDS / N: FINANCIAL ASSETS / 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) J839 838 B838(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J839 841 838(0+"0") J839 838 B838(","."-"."+")=INVALID RESPONSE! Q839 DK. A30 DKDOL98.VQ C1 ^838 C2 5 J841 838 B839("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q841B MUTUAL FUNDS. / N: FINANCIAL ASSETS / / TYPE HELD? MKT VALUE / '^832M832(G0)’22( '^833( '^834’12( / / / / / / / / ^B C1 CONTINUE V B Q842UB 3 N27_1.NUMBER OF MUTUAL FUNDS / N: FINANCIAL ASSETS / /~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.) / / # MUTUAL FUNDS: ^B V (1/999) J1424 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) Q1424MC NEW1.INSTITUTION /QxQ N: FINANCIAL ASSETS /~IF 842(1) / Please look at the Institutions Card. Is this mutual fund with /~ELSE / Please look at the Institutions Card. Are these mutual funds with /~END / any of the institutions on the Institutions Card, or from someplace / else? / CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN / IF INSTITUTIONS CARD: Which institution? /~IF M45("<") / IF "SOMEPLACE ELSE": What institution is that? /~ELSE / IF "SOMEPLACE ELSE": What type of institution is that? /~END /^C2 INTERVIEWER: CHECK INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS / MENTIONED AT THIS POINT. / IF R ASKS, WE WANT THE ORGANIZATION THAT MANAGES R'S MUTUAL FUNDS, NOT / THE INDIVIDUAL FUNDS. C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= C11 COMMERCIAL BANK C12 S&L/SAVINGS BNK C14 FINANCE/LOAN CO C16 BROKERAGE C22 OTHER G 1/6 G 11,12,14,16=0A(6)=43AM45(N"<")= G 22 G E1/6,11/16,22 J1634 1424 B0(GQ842)+842(G0)=1424U(1/16)==NUMBER OF ACCOUNTS IS ^8 /42, CAN'T HAVE MORE THAN ^842 INSTITUTIONS Q1634S 43 G '<1/6(=M43('<1/6()+45(N"<") G '<1/6(=1424('<1/6()+M43('<1/6()+45("<") Q1635U A14 1635+1X R1634 1635 J1425 1425 1426 M43(Q1424)+45("<") Q1425B / N: FINANCIAL ASSETS / INSTITUTIONS ALREADY LISTED: / '^45M45(N"<")’31( / / ENTER NAME OF NEW INSTITUTION: / '^E45M43(LEQ1635)+45("<")’55( / / / / / ^B C1 PRESS ENTER TO CONTINUE J1426 1425 BM43(Q1424)+45("<")=AN INSTITUTION NAME MUST BE ENTERED J1426 1426 843 1424(22) Q1426U D53_8V.SPECIFY / N: FINANCIAL ASSETS / PLEASE SPECIFY V M!a_! Q843B N30.GAIN OR LOSS IN VALUE /QxQ N: FINANCIAL ASSETS / /~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 / N: FINANCIAL ASSETS / / 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 / N: FINANCIAL ASSETS / / ^B PERCENT GAIN V !.U___.__%!(1/999.99) J846 848 844(1) J846 847 844(K2)=:Ñ: J846 847 844(K3)=:Ò: Q846UB 8 N30_1B.AMOUNT GAIN / N: FINANCIAL ASSETS / 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",1/99999999) J847 846 B846(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J847 848 846(0+"0") J847 846 B846(","."-"."+")=INVALID RESPONSE! Q847 DK. A30 DKDOL98.VQ C1 ^846 C2 6 J848 846 B847("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J848 852 843(N3) Q848B N30_2.PERCENT OR AMOUNT LOST / N: FINANCIAL ASSETS / / 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 / N: FINANCIAL ASSETS / / ^B PERCENT LOST V !.U___.__%!(1/100) J850 852 848(1) J850 851 848(K2)=:Ñ: J850 851 848(K3)=:Ò: Q850UB 8 N30_2B.AMOUNT LOST / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B AMOUNT LOST V !.A$__,___,___.!("range",1/99999999) J851 850 B850(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J851 852 850(0+"0") J851 850 B850(","."-"."+")=INVALID RESPONSE! Q851 DK. A30 DKDOL98.VQ C1 ^850 C2 6 J852 850 B851("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q852B 19 N31.HAVE GOVERNMENT BONDS? / N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / Do you have any U.S. government savings bonds? (THESE MAY BE CALLED / SERIES EE OR HH. ONE WAY THEY CAN BE PURCHASED IS BY PAYROLL DEDUCTION.) /~ELSE / Do you or anyone in your family here have any U.S. government savings / bonds? (THESE MAY BE CALLED SERIES EE OR HH. ONE WAY THEY CAN BE / PURCHASED IS BY PAYROLL DEDUCTION.) /~END / / / ^B V B J853 852 B852(0+"0")=PLEASE ENTER RESPONSE J853 855 852(A+N1) Q853UB 9 N31_1.VALUE OF SAVINGS BONDS /QxQ N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / What is the total face value of all the savings bonds that you /~IF 0A(LE1)=6AM25(N2)= / have? /~ELSE / and your family have? /~END / / IF R GIVES A RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___,___.!("range",1/999999999) J854 853 B853(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J854 853 B853(","."-"."+")=INVALID RESPONSE! Q854 DK. A30 DKDOL98.VQ C1 ^853 C2 7 J855 853 B854("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q855B 19 N32.HAVE ANY OTHER BONDS? / N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / Do you have any other corporate, municipal, government, or other type / of bonds or bills? /~ELSE / Do you or anyone here have any other corporate, municipal, government, / or other type of bonds or bills? /~END / / IF YES: Please do not include bonds or bills held in pension accounts, / trusts, annuities, or any other accounts I have already recorded. / / ^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 N: FINANCIAL ASSETS /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 9 N34_1-5.VALUE OF (BOND TYPE) / N: FINANCIAL ASSETS / 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$___,___,___.!("range",1/999999999) J859 858 B858(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J859 858 B858(","."-"."+")=INVALID RESPONSE! Q859 DK. A30 DKDOL98.VQ C1 ^858 C2 1 J860 858 B859("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q860UB 9 N34_6-11. / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / What is the total market value? IF R GIVES A RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___,___.!("range",1/999999999) J861 860 B860(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J861 860 B860(","."-"."+")=INVALID RESPONSE! Q861 DK. A30 DKDOL98.VQ C1 ^860 C2 1 J862 860 B861("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q862U A14 857U(1)=+862 R856 862 J863 868 M857(1.K2) Q863U N34_11V.EXPLAIN / N: FINANCIAL ASSETS / / / PLEASE EXPLAIN TYPE OF BONDS. V !a_! Q864UB 9 N34_12.FACE VALUE OF BONDS / N: FINANCIAL ASSETS / 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$___,___,___.!("range",1/999999999) J865 864 B864(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J865 864 B864(","."-"."+")=INVALID RESPONSE! Q865 DK. A30 DKDOL98.VQ C1 ^864 C2 1 J866 864 B865("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q866UB 8 N34_13.MARKET VALUE OF BONDS / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / What is the total market value? IF R GIVES A RANGE, PRESS [F9] KEY. / / ^B V !.A$__,___,___.!("range",1/99999999) J867 866 B866(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J867 866 B866(","."-"."+")=INVALID RESPONSE! Q867 DK. A30 DKDOL98.VQ C1 ^866 C2 1 J868 866 B867("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q868UB 3 N32_1.NUMBER OF BONDS/BILLS /QxQ N: FINANCIAL ASSETS / /~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. / N: FINANCIAL ASSETS / / TYPE HELD? FACE VALUE MKT VALUE / '^856M856(G0)’22( '^857( '^858’9( '^860’9( / / / / / / / / ^B C1 CONTINUE V B Q870B 19 N35.OWN PUBLICLY TRADED STOCK? / N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / Do you own any stock which is publicly traded? /~ELSE / Do you or anyone in your family living here own any stock which is / publicly traded? /~END / / IF YES: Please do not include stock held through pension accounts, / annuities, trusts, or assets that I have already recorded. / / ^B J871 870 B870(0+"0")=PLEASE ENTER RESPONSE J871 892 870(A+N1) Q871UB 3 N36.NUMBER OF DIFFERENT STOCKS /QxQ N: FINANCIAL ASSETS / /~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 /QxQ N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / What is the total market value of this stock? / IF R GIVES A RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___,___.!("range",1/999999999) J873 872 B872(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J873 872 B872(","."-"."+")=INVALID RESPONSE! Q873 DK. A30 DKDOL98.VQ C1 ^872 C2 1 J883 872 B873("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q883B 19 N39.STOCK IN COMPANY WHERE WORKED? /QxQ N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / Of your publicly-traded stock, is any of it stock in a company where / you work or have worked? /~ELSE / Of your family's publicly-traded stock, is any of it stock in a company / where you or anyone in your family living here work or have worked? /~END / / ^B J884 883 B883(0+"0")=PLEASE ENTER RESPONSE J884 887 883(A+N1) Q884B 22 N39_05.THIS STOCK INCLUDED IN TOTALS? / N: FINANCIAL ASSETS / / Did you include this stock in the value of your total holdings that / you just told me? / / / ^B J885 884 B884(0+"0")=PLEASE ENTER RESPONSE J885 887 (871(1)+884(1)).884(K2.K3) Q885UB 9 N39_1.MARKET VALUE OF STOCK / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / What is the total market value of your stock in the company? / IF R GIVES A RANGE, PRESS [F9] KEY. / / / ^B V !.A$___,___,___.!("range",1/999999999) J886 885 B885(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J886 885 B885(","."-"."+")=INVALID RESPONSE! Q886 DK. A30 DKDOL98.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 ($^873) Q887B 19 N39_2.STOCK IN FOREIGN COMPANY? / N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / Of your stock, is any of it stock in a company headquartered outside / of the United States? /~ELSE / Of your family's stock, is any of it stock in a company headquartered / outside of the United States? /~END / / ^B J888 887 B887(0+"0")=PLEASE ENTER RESPONSE J888 874 887(N1) Q888B 22 N39_2_1.STOCK INCLUDED IN TOTAL? / N: FINANCIAL ASSETS / / Did you include this stock in the value of your total holdings that / you told me? / / / ^B J890 888 B888(0+"0")=PLEASE ENTER RESPONSE J890 874 (888(1)+871(1)).888(K2.K3) Q890UB 9 N39_3.MARKET VALUE OF STOCK / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / What is the total market value in dollars of this stock? / IF R GIVES A RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___,___.!("range",1/999999999) J891 890 B890(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J891 890 B890(","."-"."+")=INVALID RESPONSE! Q891 DK. A30 DKDOL98.VQ C1 ^890 C2 3 J874 890 B891("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J874 890 B891(GQ873)+873(G0)+871(1)=AMOUNT CANNOT BE MORE THAN T /OTAL STOCK Q874B N38.GAIN OR LOSS IN VALUE OF STOCK /QxQ N: FINANCIAL ASSETS / /~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 / N: FINANCIAL ASSETS / / 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 / N: FINANCIAL ASSETS / / ^B PERCENT GAIN V !.U___.__%!(1/999.99) J877 879 875(1) J877 878 875(K2)=:Ñ: J877 878 875(K3)=:Ò: Q877UB 9 N38_1B.AMOUNT GAIN / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B AMOUNT GAIN V !.A$___,___,___.!("range",1/999999999) J878 877 B877(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J878 877 B877(","."-"."+")=INVALID RESPONSE! Q878 DK. A30 DKDOL98.VQ C1 ^877 C2 6 J879 877 B878("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J879 877 B877(GQ873)+873(G0)=AMOUNT CANNOT BE MORE THAN MARKET V /ALUE ($^873) J879 892 874(N3) Q879B N38_2.PERCENT OR AMOUNT LOST / N: FINANCIAL ASSETS / / 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 / N: FINANCIAL ASSETS / / ^B PERCENT LOST V !.U___.__%!(1/100) J881 892 879(1) J881 882 879(K2)=:Ñ: J881 882 879(K3)=:Ò: Q881UB 9 N38_2B.AMOUNT LOST / N: FINANCIAL ASSETS / 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",1/999999999) J882 881 B881(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J882 881 B881(","."-"."+")=INVALID RESPONSE! Q882 DK. A30 DKDOL98.VQ C1 ^881 C2 6 J892 881 B882("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q892B 19 N40.BROKERAGE ACCOUNT? /QxQ N: FINANCIAL ASSETS / /~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 living 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 548 892(A+N1) Q893MC 780 N40_1.INSTITUTION / N: FINANCIAL ASSETS /^C2 / 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: CODE RESPONSES IN THE ORDER THEY ARE GIVEN / IF INSTITUTIONS CARD: Which institution? /~IF M45("<") / IF "SOMEPLACE ELSE": What institution is that? /~ELSE / IF "SOMEPLACE ELSE": What type of institution is that? /~END / / INTERVIEWER: CHECK INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS / MENTIONED AT THIS POINT. Q1636S 43 G '<1/6(=M43('<1/6()+45(N"<") G '<1/6(=893('<1/6()+M43('<1/6()+45("<") Q1637U A14 1637+1X R1636 1637 J894 894 895 M43(Q893)+45("<") Q894B / N: FINANCIAL ASSETS / / INSTITUTIONS ALREADY LISTED: / '^45M45(N"<")’31( / / ENTER NAME OF NEW INSTITUTION: / '^E45M43(LEQ1637)+45("<")’57( / / / / / ^B C1 PRESS ENTER TO CONTINUE J895 894 BM43(Q893)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J895 895 896 893(22) Q895U N40_1A. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! Q896UB 4 N40_2.TIMES BOUGHT OR SOLD STOCKS / N: FINANCIAL ASSETS /~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 / ENTER ZERO FOR NONE. / / / ^B TIMES PER / / ^B / / ^B V !.U_,___.!(0/9996){Nnnn} J897 1585 896(0) Q897B N40_2F.FREQUENCY BOUGHT OR SOLD STOCKS C0 C1 DAY C2 WEEK C4 MONTH C5 QUARTER C6 YEAR C7 OTHER J1585 897 B897(0+"0")=PLEASE ENTER RESPONSE Q1585B C0 PRESS [ENTER] TO CONTINUE J898 899 897(N7) Q898U N40_2FV. / N: FINANCIAL ASSETS / / / PLEASE SPECIFY. V !a_! Q899B 19 N40_3.CASH/CALL MONEY ACCOUNTS? / N: FINANCIAL ASSETS / /~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 / N: FINANCIAL ASSETS / 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",0/999999999) J901 900 B900(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J901 900 B900(","."-"."+")=INVALID RESPONSE! J901 902 900(0+"0") Q901 DK. A30 DKDOL98.VQ C1 ^900 C2 3 J902 900 B901("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q902B 19 N40_5.MARGIN LOANS? /QxQ N: FINANCIAL ASSETS / / /~IF 0A(LE1)=6AM25(N2)= / Do you currently have any margin loans at a stock brokerage? /~ELSE / Do you or anyone in your family living here currently have any margin / loans at a stock brokerage? /~END / / IF YES, SAY: Please do not include any loans I have already recorded. / / ^B J904 902 B902(0+"0")=PLEASE ENTER RESPONSE J904 548 902(A+N1) Q904ET N40_5B. WHERE? Q905UB 9 N40_6.BALANCE ON MARGIN LOANS / N: FINANCIAL ASSETS / 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) J906 905 B905(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J906 905 B905(","."-"."+")=INVALID RESPONSE! Q906 DK. A30 DKDOL98.VQ C1 ^905 C2 3 J548 905 B906("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q548S ASTEP.ANNUITY STEPTHRU C1 C2 Q907B 19 N41.INCOME FROM TRUST, ANNUITY? /QxQ N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= /~IF 548(1) / Do you receive income from or have assets in an annuity? /~ELSE / Do you have income from or have assets in a trust or managed / investment account? /~END /~ELSE /~IF 548(1) / Do you or anyone in your family here receive income from or have assets / in an annuity? /~ELSE / Do you or anyone in your family here have income from or have assets in / a trust or managed investment account? /~END /~END / / IF YES: Please do not include job pensions, or any assets that I have / already recorded. / / ^B J908 907 B907(0+"0")=PLEASE ENTER RESPONSE J908 548 907(A+N1) J908 909 548(1) Q908MC N42.TRUSTS, ANNUITIES, OR MANAGED INVESTMENT? / N: FINANCIAL ASSETS / / Are these trusts or managed investment accounts? / / CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN C01 trusts C02 managed investment accounts C03 Other C10 G 1/3 J909 910 908(N3) Q909U N42A. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! J910 907 907(A+N1) Q910B 19 N43.SET UP SO ENTITLED ONLY TO INCOME? /QxQ N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= /~IF 548(1) / Are any of these annuities 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 are legally entitled only / to the income and do not have an equity interest? /~END /~ELSE /~IF 548(1) / Are any of these annuities set up so that you or your family living here / 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 /~END / / ^B J911 910 B910(0+"0")=PLEASE ENTER RESPONSE J911 916 910(A+N1) Q911UB 9 N43_1.AMOUNT OF INCOME FROM TRUST? / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= /~IF 548(1) / How much income did you receive from these annuities in 1997? /~ELSE / How much income did you receive from these ^908 in 1997? /~END /~ELSE /~IF 548(1) / How much income did you or your family living here receive from these / annuities in 1997? /~ELSE / How much income did you or your family living here receive from these / ^908 in 1997? /~END /~END / / IF R GIVES A RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B IN '97 V !.A$___,___,___.!("range",1/999999999) J912 911 B911(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J912 911 B911(","."-"."+")=INVALID RESPONSE! Q912 DK. A30 DKDOL98.VQ C1 ^911 C2 3 J913 911 B912("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q913B 19 N43_2.TRUSTS/ANNUITIES W/EQUITY INTEREST? /QxQ N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= /~IF 548(1) / Do you also have annuities in which you have an equity interest? /~ELSE / Do you also have ^908 in which you have an equity interest? /~END /~ELSE /~IF 548(1) / Do you or your family living here also have annuities in which you have / an equity interest? /~ELSE / Do you or your family living here also have ^908 / in which you have an equity interest? /~END /~END / / ^B J914 913 B913(0+"0")=PLEASE ENTER RESPONSE J914 918 913(A+N1) Q914UB 9 N43_3.DOLLAR AMOUNT OF INTEREST /QxQ N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 548(1) / What is the total dollar value of these annuities? /~ELSE / What is the total dollar value of these assets? /~END / / IF R GIVES A RANGE, PRESS [F9] KEY. / / / ^B V !.A$___,___,___.!("range",1/999999999) J915 914 B914(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J915 914 B914(","."-"."+")=INVALID RESPONSE! Q915 DK. A30 DKDOL98.VQ C1 ^914 C2 1 J916 914 B915("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J916 918 914(A) Q916UB 9 N44.VALUE OF INTEREST /QxQ N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 548(1) / What is the total value of these annuities? /~ELSE / What is the total value of these assets? /~END / / / IF R GIVES A RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___,___.!("range",1/999999999) J917 916 B916(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J917 916 B916(","."-"."+")=INVALID RESPONSE! Q917 DK. A30 DKDOL98.VQ C1 ^916 C2 1 J918 916 B917("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q918MC 780 N45.INSTITUTION /QxQ N: FINANCIAL ASSETS /^C2 /~IF 548(1) / Who manages these annuities--is it any of the institutions on the / Institutions Card, or are they managed by someone else? /~ELSE / Who manages these assets--is it any of the institutions on the / Institutions Card, or are they managed by someone else? /~END / CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN / IF INSTITUTIONS CARD: Which institution(s)? /~IF M45("<") / IF "SOMEPLACE ELSE": Who manages them? /~ELSE / IF "SOMEPLACE ELSE": What type of institution is that? /~END / / INTERVIEWER: CHECK INSTITUTIONS CARD AND UPDATE IF A NEW INSTITUTION IS / MENTIONED AT THIS POINT. Q1638S 43 G '<1/6(=M43('<1/6()+45(N"<") G '<1/6(=918('<1/6()+M43('<1/6()+45("<") Q1639U A14 1639+1X J919 919 920 M43(Q918)+45("<") Q919B / N: FINANCIAL ASSETS / / INSTITUTIONS ALREADY LISTED: / '^45M45(N"<")’31( / / ENTER NAME(S) OF NEW INSTITUTION(S): / '^E45M43(LEQ1639)+45("<")’55( / / / / / ^B C1 PRESS ENTER TO CONTINUE J920 919 BM43(Q918)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J920 920 921 918(22) Q920U N45V. / N: FINANCIAL ASSETS / / / / PLEASE SPECIFY. V M!a_! Q921B N46.HOW IS MONEY IN TRUSTS INVESTED? /QxQ N: FINANCIAL ASSETS / /~IF 548(1) / How is the money in these annuities invested? /~ELSE / How is the money in these ^908 invested? /~END / 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 C03 SPLIT BETWEEN STOCKS/INTEREST C04 LIFE INSURANCE/FIXED CONTRACT C05 OTHER C10 G 0/5 J922 921 B921(0+"0")=PLEASE ENTER RESPONSE J922 548 921(N5) Q922U N46A / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! R548 922 R1638 1639 Q924B 19 N47.LIFE INSURANCE? / N: FINANCIAL ASSETS / /~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? / N: FINANCIAL ASSETS / / 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 /QxQ N: FINANCIAL ASSETS / 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 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$___,___,___.!("range",1/999999999) J927 926 B926(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J927 926 B926(","."-"."+")=INVALID RESPONSE! Q927 DK. A30 DKDOL98.VQ C1 ^926 C2 3 J928 926 B927("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q928B 19 N48_2.HAVE WHOLE/STRAIGHT LIFE POLICIES? /QxQ N: FINANCIAL ASSETS / / Do you have any policies that build up a cash value or that you can / borrow on? / / IF R ASKS: These are sometimes called "whole life", "straight life", / or "universal life" policies. / / ^B J929 928 B928(0+"0")=PLEASE ENTER RESPONSE J929 931 928(1) J929 953 928(2) J929 951 928(K2.K3) Q929B 19 N49.HAVE POLICIES THAT BUILD UP CASH VALUE? /QxQ N: FINANCIAL ASSETS / / Do you have any policies that build up a cash value or that you can / borrow on? / / IF R ASKS: These are sometimes called "whole life", "straight life", / or "universal life" policies. / / ^B J930 929 B929(0+"0")=PLEASE ENTER RESPONSE J930 930 931 925(2)+929(2) Q930U N49V.EXPLAIN / N: FINANCIAL ASSETS / / / PLEASE EXPLAIN TYPE OF INSURANCE. V !a_! J931 951 929(A+N1) Q931UB 9 N49_1.FACE VALUE OF POLICIES THAT BUILD UP CASH / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / What is the current face value of all of the policies that build up a / cash value? (THE FACE VALUE OF A POLICY IS WHAT THE POLICY WOULD PAY / IN THE EVENT OF DEATH.) / / IF R GIVES A RANGE, PRESS [F9] KEY. / / / ^B V !.A$___,___,___.!("range",1/999999999) J932 931 B931(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J932 931 B931(","."-"."+")=INVALID RESPONSE! Q932 DK. A30 DKDOL98.VQ C1 ^931 C2 3 J933 931 B932("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q933UB 9 N49_2.CASH VALUE OF POLICIES /QxQ N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / 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$___,___,___.!("range",1/999999999) J934 933 B933(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J934 933 B933(","."-"."+")=INVALID RESPONSE! Q934 DK. A30 DKDOL98.VQ C1 ^933 C2 6 J935 933 B934("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q935B 19 N49_3.BORROWING AGAINST POLICIES? / N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / Are you borrowing against these policies? /~ELSE / Are you or your family borrowing against these policies? /~END / / ^B J936 935 B935(0+"0")=PLEASE ENTER RESPONSE J936 947 935(A+N1) J936 937 934(0) Q936B N49_4.NET OR GROSS VALUE / N: FINANCIAL ASSETS / / Is the cash value you just gave me the net cash value, that is the / total cash value minus the loan, or is it the gross cash value? / / ^B C0 C1 Net C2 Gross J937 936 B936(0+"0")=PLEASE ENTER RESPONSE Q937B 19 N49_5.RECORD LOANS EARLIER? / N: FINANCIAL ASSETS / / Did I record these loans earlier in the interview? / / / ^B J938 937 B937(0+"0")=PLEASE ENTER RESPONSE J938 940 937(A+N1) Q938B 507 N49_6.WHERE? / N: FINANCIAL ASSETS / / Where did you tell me about these loans? / / ^B J939 938 B938(0+"0")=PLEASE ENTER RESPONSE J939 940 938(N7) Q939U N49_6V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! J940 947 937(1) Q940UB 9 N49_7.AMOUNT CURRENTLY BORROWED / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / How much is currently borrowed? / / IF R GIVES A RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___,___.!("range",1/999999999) J941 940 B940(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J941 940 B940(","."-"."+")=INVALID RESPONSE! Q941 DK. A30 DKDOL98.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 ($^934) Q942UB 6 N49_8.AMOUNT OF TYPICAL PAYMENTS / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / Typically how much are the payments on these loans? / / IF R GIVES A RANGE, PRESS [F9] KEY. / IF NO TYPICAL PAYMENTS, PRESS [F6]. / / / ^B V !.A$___,___.!("range,NT",0/999999) J943 942 B942(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J943 946 942(0+"0").942("NT") J943 942 B942(","."-"."+")=INVALID RESPONSE! Q943 DK. A30 DKDOL98.VQ C1 ^942 C2 8 J944 945 B943("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J944 946 943(0) Q944B N49_8F.FREQUENCY OF TYPICAL PAYMENTS / N: FINANCIAL ASSETS / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often is that amount paid? / / ^B C0 /12 102 0 G 0,2/4,12,5,11,6,7 J945 944 B944(0+"0")=PLEASE ENTER RESPONSE J945 946 944(N7) Q945U N49_8V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! Q946UB 5 N49_9.ANNUAL RATE OF INTEREST / N: FINANCIAL ASSETS / / What is the current annual rate of interest being charged on / these loans? / / / ^B V !.U__.__%!(0/100){Nn\.nn} Q947UB 7 N49_10.AMOUNT OF PAYMENTS FOR POLICIES / N: FINANCIAL ASSETS / 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$_,___,___.!("range,NT",0/9999999) J948 947 B947(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J948 951 947(0+"0").947("NT") J948 947 B947(","."-"."+")=INVALID RESPONSE! Q948 DK. A30 DKDOL98.VQ C1 ^947 C2 8 J951 947 B948("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J949 951 948(0) Q949B N49_10F.FREQUENCY OF PAYMENTS / N: FINANCIAL ASSETS / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED. / / And how often is that amount paid? / / ^B C0 /12 102 0 G 0,2/4,12,5,11,6,7 J950 949 B949(0+"0")=PLEASE ENTER RESPONSE J950 951 949(N7) Q950U N49_10V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! J951 953 947(A) J951 951 953 924(1)+((925(2.K3)+929(2.K3)).(925(1)+929(K3))) Q951UB 9 N50.FACE VALUE OF LIFE INSURANCE / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= /~IF 925(1) / Other than this term insurance, what is the current face value of all / the life insurance you own? /~ELSE / What is the current face value of all the life insurance you own? /~END /~ELSE /~IF 925(1) / Other than this term insurance, what is the current face value of all / the life insurance you and your family living here own? /~ELSE / What is the current face value of all the life insurance you and your / family living here own? /~END /~END / / IF R GIVES A RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___,___.!("range",1/999999999) J952 951 B951(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J952 951 B951(","."-"."+")=INVALID RESPONSE! Q952 DK. A30 DKDOL98.VQ C1 ^951 C2 3 J953 951 B952("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q953B 19 N51.OWED MONEY BY FRIENDS/OTHERS? /QxQ N: FINANCIAL ASSETS / /~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, businesses, or others? /~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 who are not listed on / the card, businesses, or others? /~END / (WE DO NOT WANT TO INCLUDE LOANS BETWEEN FINANCIALLY DEPENDENT FAMILY / MEMBERS.) / / ^B J954 953 B953(0+"0")=PLEASE ENTER RESPONSE J954 956 953(A+N1) Q954UB 9 N51_1.AMOUNT OWED / N: FINANCIAL ASSETS / 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) J955 954 B954(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J955 954 B954(","."-"."+")=INVALID RESPONSE! Q955 DK. A30 DKDOL98.VQ C1 ^954 C2 6 J956 954 B955("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q956B 19 N52.OTHER ASSETS? / N: FINANCIAL ASSETS / /~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? /QxQ N: FINANCIAL ASSETS / /~IF 957(1) / About the most valuable of these .. What kind of asset is it? /~ELSE / What kind of asset is it? /~END / / GROUP SIMILAR ITEMS TOGETHER V !a_! J959 960 958(N99) Q959U N52_1V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! Q960UB 8 N52_2.VALUE HAVE IN ASSET / N: FINANCIAL ASSETS / 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) J961 960 B960(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J961 960 B960(","."-"."+")=INVALID RESPONSE! Q961 DK. A30 DKDOL98.VQ C1 ^960 C2 6 J962 960 B961("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J962 963 957(3) Q962B 19 N52_3.ANY OTHER ASSETS? / N: FINANCIAL 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? / N: FINANCIAL ASSETS / /~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 / N: FINANCIAL ASSETS / 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) J965 964 B964(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J965 964 B964(","."-"."+")=INVALID RESPONSE! Q965 DK. A30 DKDOL98.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? / N: FINANCIAL ASSETS / / 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 C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= G '<1/6(=M43('<1/6()+45(N"<") J969 968 M47(Q968)+48(A)=::Þ: Q969B 48 A6B. /QxQ N: FINANCIAL ASSETS / ^968 / (SHOW CARD 3) /~IF 969(0+NK2+NK3) / Now, I need a little more information on the institutions we've added / to the card since the start of the interview. /~END / / About ^968, / 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 J970 969 B969(0+"0")=PLEASE ENTER RESPONSE J970 971 969(N22) Q970U A6BV.SPECIFY / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! Q971MC 50 A7B. /QxQ N: FINANCIAL ASSETS /^968 / (SHOW CARD 4) /~IF 0A(LE1)=6AM25(N2)= / What are the main ways you do business with this insitution [-by / check, by ATM (cash machine), in person, by mail, by talking with / someone on the phone, by touchtone service on the phone, by direct / deposit or withdrawal, by computer or online service, by other / electronic transfer, or some other way]? (Please start with the most / important way.) /~ELSE / What are the main ways your family does business with this / institution [-by check, by ATM (cash machine), in person, by mail, by / talking with someone on the phone, by touchtone transfer service on / the phone, by direct deposit or withdrawal, by computer or online service, / by other electronic transfer, or some other way]? (Please start with / the most important way.) /~END /^C2 CODE ALL THAT APPLY: CODE MAIN METHOD FIRST AND REMAINDER IN ORDER GIVEN J972 972 973 971(11) Q972U A7BV.SPECIFY / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! Q973B 52 A8B. /QxQ N: FINANCIAL ASSETS /^968 / Roughly, how many miles is the office or ATM (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 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 Q1588U MOVE A6 A34 969 48 M47(Q968)= Q1589U MOVE A6V A34 970 49 M47(Q968)= Q1590U MOVE A7 A34 971 50 M47(Q968)= Q1591U MOVE A7V A34 972 51 M47(Q968)= Q1592U MOVE A8 A34 973 52 M47(Q968)= Q1593U MOVE A8 A34 974 53 M47(Q968)= Q1627U A38 54 M47(Q968)=1 Q1594U A38 55 M47(Q968)=2 R968 1594 ******************************************************************************** *SECTION R: WORK AND PENSIONS ******************************************************************************** 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? / R: WORK AND PENSIONS /~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 / R: WORK AND PENSIONS / (SHOW CARD 17) / We are interested in ^978(5/8) present job status. / ^978(13/15) working now, temporarily laid off, unemployed and / looking for work, on sick leave, disabled and unable to work, / retired, a student, a homemaker, or what? / CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN C1 WORKING NOW/ON VACATION/ON STRIKE C2 TEMPORARILY LAID OFF C3 UNEMPLOYED AND LOOKING FOR WORK C4 ON SICK LEAVE OR MATERNITY LEAVE C5 DISABLED C6 RETIRED C7 STUDENT C8 HOMEMAKER C9 OTHER C10 G 1/9 J980 979 B979(0+"0")=PLEASE ENTER RESPONSE J980 980 981 979(9) Q980U R1V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! J981 985 979(5.6) J981 1604 979(1) J981 981 984 979(2.4) Q981B 19 R1_1. EXPECT TO GO BACK TO JOB / R: WORK AND PENSIONS / / ^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 / R: WORK AND PENSIONS / / 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 (1985/1998,U0/1984){NNNN} J984 1604 982(A)+983(A) Q984B 19 R1_3. DOING ANY WORK /QxQ R: WORK AND PENSIONS / / ^978(13/15) doing any work for pay at the present time? /^C1 / / ^B J985 1604 984(1) J985 1230 984(2.K2.K3) J985 984 B984(0+"0")=PLEASE ENTER RESPONSE Q985B R1_4. / R: WORK AND PENSIONS / /~IF 979(5) / 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 / R: WORK AND PENSIONS / / ^B / YEAR V (1950/1998,U1900/1949){NNNN} J987 988 985(N2) Q987UB 2 R1_4AGE. / R: WORK AND PENSIONS / / 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. / R: WORK AND PENSIONS / / ^B YEARS AGO V (0/99){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 R: WORK AND PENSIONS / / / ^978(13/15) doing any work for pay at the present time? /^C1 / / ^B J1604 1230 989(2) J1604 989 B989(0+"0")=PLEASE ENTER RESPONSE J1604 1605 979(3)=:1: Q1604B / R: WORK AND PENSIONS / / At any time during the past twelve months, ^978(34/36) / unemployed and looking for work? / / ^B C0 C1 YES C2 NO J1605 1604 B1604(0+"0")=PLEASE ENTER RESPONSE J1605 990 1604(N1) Q1605UB 2 / R: WORK AND PENSIONS / /~IF 979(3) / Over the past 12 months, how many weeks in total ^978(34/36) unemployed /~ELSE / Over this period, how many weeks in total ^978(34/36) unemployed /~END / and looking for work? / / ^B WEEKS V (1/52){Nn} Q990B R2. ABOUT MAIN JOB / R: WORK AND PENSIONS / / / 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 PARTNERSHIP C4 Other J991 994 990(1.K2.K3) J991 1014 990(2/3) J991 990 B990(0+"0")=PLEASE ENTER RESPONSE Q991U R2V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! J994 1014 991(A) Q994U R5. WHAT KIND OF BUSINESS /QxQ R: WORK AND PENSIONS / / / 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_! Q992U R3. OFFICIAL JOB TITLE / R: WORK AND PENSIONS / / / 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 R: WORK AND PENSIONS / / / 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_! Q995UB 3 R6. HOW MANY HOURS /QxQ R: WORK AND PENSIONS / / / How many hours ^978(25/27) work on ^978(40/42) main / job in a normal week? / / NUMBER OF HOURS: ^B V (1/84,U85/168){Nnn} Q996UB 2 R7. HOW MANY WEEKS /QxQ R: WORK AND PENSIONS / /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){Nn} Q997UB 11 R8. EARN BEFORE TAXES /QxQ R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / 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) J998 997 B997(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J998 1001 997(0+"0") J998 997 B997(","."-"."+")=INVALID RESPONSE! Q998 DK. A30 DKDOL98.VQ C1 ^997 C2 5 J999 997 B998("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J999 1000 998(0) Q999B R8F. HOUR, DAY, WEEK... / R: WORK AND PENSIONS / / 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 C7 Other C8 Lump sum/one payment only C11 Twice per year C12 Bimonthly C14 By the piece/job C18 Hour G 0,18,1/6,8,11/12,14,7 J1000 999 B999(0+"0")=PLEASE ENTER RESPONSE J1000 1001 999(N7) Q1000U R8V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! J1001 1001 1612 999(14) Q1001UB 11 R8_1. EARN IN PAST YEAR / R: WORK AND PENSIONS / 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) J1002 1001 B1001(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1002 1612 1001(0+"0").1001(K1) J1002 1001 B1001(","."-"."+")=INVALID RESPONSE! Q1002 DK. A30 DKDOL98.VQ C1 ^1001 C2 5 J1612 1001 B1002("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q1612B /QxQ R: WORK AND PENSIONS / / Some employers give their employees financial options that can be / used to purchase company stock at a later time. During the past / year, has ^978(5/8) current employer given ^978(49/51) any of these, / either as a regular part of ^978(40/42) compensation, or as a bonus? / / DO NOT INCLUDE DIRECT TRANSFERS OF STOCK, OR PENSION ARRANGEMENTS / / ^B C0 C1 YES C2 NO Q1003B R9. HOW MANY EMPLOYEES / R: WORK AND PENSIONS / / / 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 R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / SINCE YEAR: ^B V (1920/1998,U1890/1919){NNNN} Q1008B R11.YEARS/AGE/YEAR / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / NUMBER OF YEARS: ^B V (0/50,U51/99){Nn} J1010 1584 1008(N2) Q1010UB 2 R11AGE. UNTIL AGE / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / UNTIL YEAR: ^B V (1998/2050){NNNN} Q1011B 19 R12. UNION CONTRACT /QxQ R: WORK AND PENSIONS / / / ^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 / R: WORK AND PENSIONS / / / ^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 J1014 1012 B1012(0+"0")=PLEASE ENTER RESPONSE J1014 1039 1012(A) Q1014U R14_1. WHAT INDUSTRY WORK IN /QxQ R: WORK AND PENSIONS / / / / 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_! Q1013U R14. WHAT SORT OF WORK /QxQ R: WORK AND PENSIONS / / / / What sort of work ^978(9/12) do? / (Tell me a little more about what ^978(28/30).) V M!a_! Q1015UB 3 R14_2. HOURS IN NORMAL WEEK /QxQ R: WORK AND PENSIONS / / / 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,U85/168){Nnn} Q1016UB 2 R14_3. HOW MANY WEEKS /QxQ R: WORK AND PENSIONS / /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){Nn} Q1017B R14_4. YEARS/AGE/YEAR / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / SINCE YEAR: ^B V (1920/1998,U1890/1919){NNNN} Q1021B R14_5. YEARS/AGE/YEAR / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / NUMBER OF YEARS: ^B V (0/50,U51/99){Nn} J1023 1024 1021(N2) Q1023UB 2 R14_5AGE.UNTIL AGE / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / UNTIL YEAR: ^B V (1998/2050){NNNN} Q1025B 19 R14_6. HOW PAID / R: WORK AND PENSIONS / / / 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 /QxQ R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / 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) J1027 1026 B1026(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1027 1028 1026(0+"0").1026(K1) J1027 1026 B1026(","."-"."+")=INVALID RESPONSE! Q1027 DK. A30 DKDOL98.VQ C1 ^1026 C2 5 J1028 1026 B1027("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1028 1029 1027(0) Q1028B 999 R14_7F.FREQUENCY OF PAY / R: WORK AND PENSIONS / / 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(N7) Q1029U R14_7V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1030B 19 R14_8. PORTION OF NET EARNINGS /QxQ R: WORK AND PENSIONS / / /~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 / R: WORK AND PENSIONS / 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 1997?) / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$__,___,___.__!("range",-9999999/100000000) J1032 1031 B1031(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1032 1033 1031(0+"0") J1032 1031 B1031(NL0)+1031(","."-"."+")=INVALID RESPONSE! Q1032 DK. A30 DKDOL98.VQ C1 ^1031 C2 3 J1033 1031 B1032("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1033 1034 1032(0) Q1033B 999 R14_9.FREQUENCY OF EARNINGS / R: WORK AND PENSIONS / / 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(N7) Q1034U R14_9V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1035B R14_10. NUMBER OF EMPLOYEES / R: WORK AND PENSIONS / / / 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? /QxQ R: WORK AND PENSIONS / / / ^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? / R: WORK AND PENSIONS / / / ^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? /QxQ R: WORK AND PENSIONS / / / 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 R: WORK AND PENSIONS / 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? / R: WORK AND PENSIONS / / / 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? / R: WORK AND PENSIONS / / / ^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? / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! J1044 1134 1043(A) Q1044B R16_3. WILL YOU BE ELIGIBLE? / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! J1046 1135 1045(A) Q1046UB 2 R17.NUMBER OF PLANS / R: WORK AND PENSIONS / / / 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 R: WORK AND PENSIONS / / / ^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 / R: WORK AND PENSIONS / / / I'll ask you about these payments later. / Are there any retirement or savings plans from this job where / ^978(16/18) not yet drawing benefit payments? /^C1 / / ^B J1049 1134 1048(2.K2.K3) J1049 1048 B1048(0+"0")=PLEASE ENTER RESPONSE J1049 1050 1047(2.K2.K3)+1046(K2)=:Ñ: J1049 1050 1047(2.K2.K3)+1046(K3)=:Ò: J1049 1050 1047(2.K2.K3)=:/^1046: Q1049UB 3 R17_3. NUMBER OF PLANS / R: WORK AND PENSIONS / / / 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 /QxQ R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / /~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 plan or /~ELSE / About the next most important of these plans, is it a pension plan or /~END / 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 / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / /PLEASE SPECIFY. V M!a_! Q1053B R20. FORMULA OR ACCOUNT PLAN /QxQ R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / (SHOW CARD 18) / / I would like to know what general type of plan this is. In one / common type of 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 the account plan? /^C1 / / ^B C0 C1 FORMULA PLAN C2 ACCOUNT PLAN C3 COMBINATION OF BOTH TYPES J1054 1057 1053(1.K2.K3) J1054 1087 1053(2) J1054 1053 B1053(0+"0")=PLEASE ENTER RESPONSE Q1054UB 9 R21. AMOUNT ACCUMULATED / R: WORK AND PENSIONS / 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) J1055 1054 B1054(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1055 1054 B1054(","."-"."+")=INVALID RESPONSE! Q1055 DK. A30 DKDOL98.VQ C1 ^1054 C2 6 J1056 1054 B1055("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q1056B 19 R21_05. CAN YOU BORROW AGAINST ACCOUNT? / R: WORK AND PENSIONS /~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 / R: WORK AND PENSIONS /~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 / R: WORK AND PENSIONS /~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 / R: WORK AND PENSIONS /~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 / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / SINCE YEAR: ^B V (1920/1998,U1890/1919){NNNN} Q1061B 19 R22. MAKE CONTRIBUTIONS? /QxQ R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / ^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 / R: WORK AND PENSIONS /~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 / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / /ENTER PERCENT: ^B V !.U__.__%!(1/9999) J1064 1068 1063(A) J1064 1065 1062(K2)=:Ñ: J1064 1065 1062(K3)=:Ò: Q1064UB 7 R23_1AMT. AMOUNT/VARIABLE PAID / R: WORK AND PENSIONS / 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) J1065 1064 B1064(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1065 1064 B1064(","."-"."+")=INVALID RESPONSE! Q1065 DK. A30 DKDOL98.VQ C1 ^1064 C2 7 J1066 1064 B1065("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1066 1067 1065(0)+1064(A).1063(A+0) J1066 1067 1065(0)+1062(K2.K3) Q1066B R23_1F.FREQUENCY OF CONTRIBUTIONS / R: WORK AND PENSIONS /~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 /7 102 0 C8 Lump sum/one payment only C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J1067 1066 B1066(0+"0")=PLEASE ENTER RESPONSE J1067 1068 1066(N7) Q1067U R23_1V. COMMENT FOR OTHER / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / /PLEASE SPECIFY. V M!a_! Q1068B R24.AGE/YEARS/YEAR /QxQ R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / 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 / R: WORK AND PENSIONS /~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 / R: WORK AND PENSIONS /~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 / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / BEGINNING IN YEAR: ^B V (1998/2050){NNNN} J1072 1078 1068(4.K2.K3) Q1072B R25.AMOUNT/PERCENTAGE OF FINAL PAY / R: WORK AND PENSIONS /~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 1074 1072(K2)=:Ñ: J1073 1074 1072(K3)=:Ò: J1073 1075 1072(2) Q1073UB 11 R25AMT. AMOUNT OF BENEFITS / R: WORK AND PENSIONS / 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$__,___,___,___.! J1074 1073 B1073(N"range"+N"|N")=RANGE ERROR ("range",0/9999999999 /9) J1074 1073 B1068(N4)+1073(0+"0")=R SAID HE/SHE EXPECTED BENEFITS! J1074 1073 B1073(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1074 1075 1073(0+"0") J1074 1073 B1073(","."-"."+")=INVALID RESPONSE! Q1074 DK. A30 DKDOL98.VQ C1 ^1073 C2 6 J1075 1073 B1074("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1075 1076 1072(N2) Q1075UB 5 R25PCT.PERCENTAGE OF FINAL PAY / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / PERCENT OF FINAL PAY: ^B V !.U__.__%!(0/100){Nn\.nn} 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) J1076 1078 1074(0)+1072(K2.K3) Q1076B R25F.FREQUENCY OF BENEFITS / R: WORK AND PENSIONS /~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 /7 102 0 C8 Lump sum/one payment only C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J1077 1076 B1076(0+"0")=PLEASE ENTER RESPONSE J1077 1078 1076(N7) Q1077U R25V. COMMENT FOR OTHER / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / /PLEASE SPECIFY. V M!a_! Q1078B R26. START BENEFIT NOW, LATER... / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / /~IF 990(1/2) / 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 / 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 / R: WORK AND PENSIONS /~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 / R: WORK AND PENSIONS / 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$_,___,___.!("range",1/9999999) J1081 1080 B1080(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1081 1080 B1080(","."-"."+")=INVALID RESPONSE! Q1081 DK. A30 DKDOL98.VQ C1 ^1080 C2 7 J1082 1080 B1081("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** *J1063 1061 B1054(LQ1061)=MUST BE LESS THAN OR EQUAL TO DOLLAR BEN *EFITS IN Q25. J1082 1083 1081(0) Q1082B R26_1F.FREQUENCY OF BENEFIT / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often would ^978(43/45) receive that amount? / / ^B C0 /7 102 0 C8 Lump sum/one payment only C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J1083 1082 B1082(0+"0")=PLEASE ENTER RESPONSE J1083 1084 1082(N7) Q1083U R26_1V. COMMENT FOR OTHER / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / /PLEASE SPECIFY. V M!a_! J1084 1086 1080(A) Q1084UB 7 R26_2. AMOUNT OF BENEFIT / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / / How much would ^978(43/45) receive? / / IF R GIVES RANGE, PRESS [F9] KEY. / / / ^B V !.A$_,___,___.!("range",1/9999999) J1085 1084 B1084(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1085 1084 B1084(","."-"."+")=INVALID RESPONSE! Q1085 DK. A30 DKDOL98.VQ C1 ^1084 C2 7 J1086 1084 B1085("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1086 1087 1050(3)+1049(G3)=:1: J1086 1087 1050(3)+1049(3)=:2: Q1086B 19 R27. ANOTHER PLAN? / R: WORK AND PENSIONS /~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 1598 1086(1)+1050(3) J1087 1598 1086(2.K2.K3) J1087 1086 B1086(0+"0")=PLEASE ENTER RESPONSE Q1087B R28. THRIFT, 401K, SRA, PROFIT SHARING? /QxQ R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / 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 / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / /PLEASE SPECIFY. V M!a_! Q1089B R29.YEARS/AGE/YEAR /QxQ R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / 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 / R: WORK AND PENSIONS /~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 / R: WORK AND PENSIONS /~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 / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / SINCE YEAR: ^B V (1896/1998){NNNN} Q1093B 19 R30. EMPLOYER MAKE CONTRIBUTIONS? / R: WORK AND PENSIONS /~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 / R: WORK AND PENSIONS /~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 5 R30_2A. PERCENT PAID / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / /ENTER PERCENT: ^B V !.U__.__%!(0/100){Nn\.nn} J1096 1100 1095(A) J1096 1097 1094(K3)=:Ò: J1096 1097 1094(K2)=:Ñ: Q1096UB 7 R30_2B. AMOUNT/VARIABLE PAID / R: WORK AND PENSIONS / 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) J1097 1096 B1096(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1097 1098 1096(0+"0").1096(K1) J1097 1096 B1096(","."-"."+")=INVALID RESPONSE! Q1097 DK. A30 DKDOL98.VQ C1 ^1096 C2 6 J1098 1096 B1097("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1098 1099 1097(0)+1096(A).1095(A+0) J1098 1099 1097(0)+1094(K2.K3) Q1098B R30_2.FREQUENCY OF EMPLOYER CONTRIBUTION / R: WORK AND PENSIONS /~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 /7 102 0 C8 Lump sum/one payment only C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J1099 1098 B1098(0+"0")=PLEASE ENTER RESPONSE J1099 1100 1098(N7) Q1099U R30_2V. COMMENT FOR OTHER / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / /PLEASE SPECIFY. V M!a_! Q1100B 19 R31. EMERGENCY MONEY / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / / 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? / R: WORK AND PENSIONS /~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? / R: WORK AND PENSIONS /~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 / R: WORK AND PENSIONS / 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) J1104 1103 B1103(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1104 1103 B1103(","."-"."+")=INVALID RESPONSE! Q1104 DK. A30 DKDOL98.VQ C1 ^1103 C2 6 J1610 1103 B1104("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q1610B / R: WORK AND PENSIONS / / For what purpose did you borrow this money? / / ^B C0 C1 Home purchase C3 Education expenses C7 Other (SPECIFY) G 0,3,1,7 J1611 1610 B1610(0+"0")=PLEASE ENTER RESPONSE! J1611 1105 1610(N7) Q1611U / R: WORK AND PENSIONS / / PLEASE SPECIFY. V M!a_! Q1105B 19 R33_2. TELL ME EARLIER? /QxQ R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / 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? / R: WORK AND PENSIONS /~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. / R: WORK AND PENSIONS /~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 / R: WORK AND PENSIONS / 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) J1109 1108 B1108(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1109 1110 1108(0+"0").1108("NT") J1109 1108 B1108(","."-"."+")=INVALID RESPONSE! Q1109 DK. A30 DKDOL98.VQ C1 ^1108 C2 8 J1110 1108 B1109("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1110 1111 1109(0) Q1110B R33_4F. FREQUENCY OF PAYMENTS / R: WORK AND PENSIONS /~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 /7 102 0 C8 Lump sum/one payment only C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J1111 1110 B1110(0+"0")=PLEASE ENTER RESPONSE J1111 1112 1110(N7) Q1111U R33_4V. COMMENT FOR OTHER / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / /PLEASE SPECIFY. V M!a_! Q1112B 19 R34. MAKE CONTRIBUTIONS? / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / /~IF 1102(1) / Not including repayment of the loan, / ^978(25/27) currently make contributions to this plan? /~ELSE / ^978(22/24) currently make contributions to this plan? /~END / / 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 / R: WORK AND PENSIONS /~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 / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / /ENTER PERCENT: ^B V !.U__.__%!(1/100) J1115 1119 1114(A) J1115 1116 1113(K2)=:Ñ: J1115 1116 1113(K3)=:Ò: Q1115UB 7 R34_2B. AMOUNT CONTRIBUTED / R: WORK AND PENSIONS / 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) J1116 1115 B1115(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1116 1115 B1115(","."-"."+")=INVALID RESPONSE! Q1116 DK. A30 DKDOL98.VQ C1 ^1115 C2 6 J1117 1115 B1116("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1117 1118 1116(0)+1115(A) J1117 1118 1116(0)+1113(K2.K3) Q1117B R34_2C. FREQUENCY OF CONTRIBUTION / R: WORK AND PENSIONS /~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 /7 102 0 C8 Lump sum/one payment only C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J1118 1117 B1117(0+"0")=PLEASE ENTER RESPONSE J1118 1119 1117(N7) Q1118U R34_2V. COMMENT FOR OTHER / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / /PLEASE SPECIFY. V M!a_! Q1119UB 9 R35. AMOUNT IN ACCOUNT / R: WORK AND PENSIONS / 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$___,___,___.!("range",0/999999999) J1120 1119 B1119(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1120 1121 1119(0+"0") J1120 1119 B1119(","."-"."+")=INVALID RESPONSE! Q1120 DK. A30 DKDOL98.VQ C1 ^1119 C2 5 J1121 1119 B1120("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1121 1119 B1120(LQ1104)+1120(G0)=AMOUNT IN THE ACCOUNT CAN'T BE L /ESS THAN WAS BORROWED! ($^1104) Q1121B R36. IF LEAVE JOB, LOSE ALL? / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / /~IF 990(1/2) / 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 / 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 / R: WORK AND PENSIONS /~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 / R: WORK AND PENSIONS /~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 / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / ENTER PERCENT: ^B V !.U___.__%!(1/100) J1125 1126 1123(K3)=:Ò: J1125 1126 1123(K2)=:Ñ: J1125 1127 1123(N2) Q1125UB 7 R36_1AMT. AMOUNT LOSE / R: WORK AND PENSIONS / 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$_,___,___.!("range",1/9999999) J1126 1125 B1125(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1126 1125 B1125(","."-"."+")=INVALID RESPONSE! Q1126 DK. A30 DKDOL98.VQ C1 ^1125 C2 6 J1127 1125 B1126("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1127 1125 B1126(GQ1120)+1120(G0)=CAN'T LOSE MORE THAN IS IN THE A /CCOUNT! ($^1120) Q1127B R37. HOW INVESTED? /QxQ R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / 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 / R: WORK AND PENSIONS /~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 /QxQ R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / ^978(22/24) have any choices about how the money is invested? / / / ^B J1130 1129 B1129(0+"0")=PLEASE ENTER RESPONSE J1130 1586 1050(3)+1049(G3)=:1: Q1130B 19 R38. ANOTHER PLAN? / R: WORK AND PENSIONS /~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 pension or tax-deferred saving plan? /~END /^C1 / / ^B J1586 1130 B1130(0+"0")=PLEASE ENTER RESPONSE J1586 1598 1130(2.K2.K3) Q1586ET R1050 1586 J1598 1131 M1050(G0)+1087(G0)=:1: J1598 1131 M1050(G0)+1051(2/7)=:1: J1598 1131 M1050(G0)+1053(G1)=:1: Q1598U A14 J1131 1134 1049(LE1)+1086(N1)+1130(N1) J1131 1134 1130(K2.K3).1086(K2.K3) J1131 1134 1050(3)+1049(3) J1131 1131 1134 1130(1).1086(1).1050(LQ1049) Q1131UB 9 R39. AMOUNT IN OTHER PLANS / R: WORK AND PENSIONS / 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) J1132 1131 B1131(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1132 1133 1131(0+"0").1131(K1) J1132 1131 B1131(","."-"."+")=INVALID RESPONSE! Q1132 DK. A30 DKDOL98.VQ C1 ^1131 C2 5 J1133 1131 B1132("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q1133U R39_1. WHAT OTHER PLANS? / R: WORK AND PENSIONS / / / 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 1135 1598(1) Q1134B 19 R39_2. OFFER, BUT DON'T PARTICIPATE / R: WORK AND PENSIONS / / / 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? / R: WORK AND PENSIONS / / / Other than ^978(5/8) main job, ^978(37/39) doing any work / for pay now, 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 R: WORK AND PENSIONS / / / Is this a second job, the military services, ^978(5/8) / own business, or what? / / CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN C1 Second job C2 Military C3 Business C4 Other C10 G 1/4 J1137 1137 1138 1136(4) Q1137U R40_1V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1138UB 3 R41. HOW MANY HOURS WORK /QxQ R: WORK AND PENSIONS / / /~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 R: WORK AND PENSIONS / / / Counting paid vacations as weeks of work, how many weeks /~IF 0(G1)=1136U(1/4)= / ^978(25/27) work on these jobs in a normal year? /~ELSE / ^978(25/27) work on this job in a normal year? /~END /^C1 / / NUMBER OF WEEKS: ^B V (1/52){Nn} Q1140UB 9 R43. AMOUNT EARN BEFORE TAXES / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / About how much ^978(25/27) earn before taxes /~IF 0(G1)=1136U(1/4)= / from these other jobs? /~ELSE / from this other job? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$_,___,___.__!("range",0/10000000) J1141 1140 B1140(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1141 1142 1140(0+"0").1140(K1) J1141 1140 B1140(","."-"."+")=INVALID RESPONSE! Q1141 DK. A30 DKDOL98.VQ C1 ^1140 C2 6 J1142 1140 B1141("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1142 1143 1141(0) Q1142B 999 R43F. FREQUENCY OF EARNINGS / R: WORK AND PENSIONS / / 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(N7) Q1143U R43V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1144B R44. FULL-TIME, PART-TIME / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / / (READ SLOWLY) Now I have a few questions about ^978(5/8) / work experience. 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 R: WORK AND PENSIONS / / / 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 1146(L1) Q1147B 19 R45_2. THREE YEARS OR MORE? / R: WORK AND PENSIONS / / / Now, not counting ^978(40/42) current job, ^978(31/33) / ever had a full-time job with a different employer 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 / R: WORK AND PENSIONS / / / 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 1151 1148(N3) Q1149U R45_3V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1151U R45_5. WHAT KIND OF BUSINESS /QxQ R: WORK AND PENSIONS / / / 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_! Q1150U R45_4. WHAT SORT OF WORK /QxQ R: WORK AND PENSIONS / / / 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_! Q1152B R45_6.YEAR/AGE/YEARS /QxQ R: WORK AND PENSIONS / / / In what year did ^978(43/45) start working for that employer? / / / ^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 / R: WORK AND PENSIONS / / ^B / YEAR V (1945/1995,U1900/1944){NNNN} J1154 1155 1152(N2) Q1154UB 2 R45_6AGE.AGE STARTED WORKING / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / ^B YEARS AGO V (1/99){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 / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / ^B / YEAR V (1945/1998,U1900/1944){NNNN} J1158 1159 1156(N2) Q1158UB 2 R45_7AGE.AGE STOPPED WORKING / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / ^B YEARS AGO V (0/99){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 / R: WORK AND PENSIONS / 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) J1161 1160 B1160(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1161 1162 1160(0+"0").1160(K1) J1161 1160 B1160(","."-"."+")=INVALID RESPONSE! Q1161 DK. A30 DKDOL98.VQ C1 ^1160 C2 5 J1162 1160 B1161("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1162 1163 1161(0) Q1162B R45_8F. FREQUENCY OF EARNINGS / R: WORK AND PENSIONS / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often did ^978(43/45) receive that amount? / / ^B C0 C1 Day C2 Week C3 Biweekly C4 Month C5 Quarter C6 Year C7 Other C8 Lump sum/one payment only C11 Twice per year C12 Bimonthly C14 By the piece/job C18 Hour G 0,18,1/4,12,5,11,6,14,8,7 J1163 1162 B1162(0+"0")=PLEASE ENTER RESPONSE J1163 1164 1162(N7) Q1163U R45_8V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1164B 19 R45_9. ANY YEARS ONLY PART-TIME? / R: WORK AND PENSIONS / / / Since ^978(19/21) 18, have there been years when ^978(1/4) / worked only part-time? / / / ^B J1166 1169 1164(2.K2.K3) J1166 1164 B1164(0+"0")=PLEASE ENTER RESPONSE Q1166UB 2 R45_10.YEARS, PART-TIME / R: WORK AND PENSIONS / / / About how many years in total did ^978(43/45) work only part-time? / / / ^B V (0/99){Nn} J1169 1166 B976(1)+1166(G0)+M6(1)+14(G0+LQ1166)=THAT IS MORE YEARS / THAN R'S CURRENT AGE! J1169 1166 B976(2)+1166(G0)+M6(2)+16(G0+LQ1166)=THAT IS MORE YEARS / THAN SPOUSE/PARTNER'S CURRENT AGE! J1169 976 1166(K2) Q1169B R45_11.YEAR/AGE/YEARS / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / ^B / YEAR V (1998/2040,U2041/2060){NNNN} J1171 1172 1169(N2) Q1171UB 2 R45_11AG. AGE EXPECT TO STOP / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / NUMBER OF YEARS: ^B V (0/99){Nn} J1173 1174 1169(N4) Q1173U R45_11V. COMMENT FOR DEPENDS / R: WORK AND PENSIONS / / /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 / R: WORK AND PENSIONS / / / ^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 / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! J1176 1177 (1008(4).1021(4))+1144(1)=:5: Q1176B R45_13.YEAR/AGE/YEARS / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / ^B / YEAR V (1998/2040,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 / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / IN ^B YEARS V (0/99){Nn} J1180 976 1176(N4) Q1180U R45_13V. COMMENT FOR DEPENDS / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! J1181 976 1176(A) Q1181UB 2 R46. HOW MANY YEARS PART-TIME / R: WORK AND PENSIONS / / / Now I have a few questions about ^978(5/8) work experience. / Including any self-employment and ^978(5/8) 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? / R: WORK AND PENSIONS / / / 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? / R: WORK AND PENSIONS / / / 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? / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / ^B / YEAR V (1900/1998){NNNN} J1188 1189 1186(N2) Q1188UB 2 R46_4AGE.LAST AGE FULL-TIME / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / ^B YEARS AGO V (0/99){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 / R: WORK AND PENSIONS / 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) J1191 1190 B1190(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1191 1192 1190(0+"0").1190(K1) J1191 1190 B1190(","."-"."+")=INVALID RESPONSE! Q1191 DK. A30 DKDOL98.VQ C1 ^1190 C2 6 J1192 1190 B1191("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1192 1193 1191(0) Q1192B R46_5F. FREQUENCY OF EARNINGS / R: WORK AND PENSIONS / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often did ^978(43/45) receive that amount? / / ^B C0 C1 Day C2 Week C3 Biweekly C4 Month C5 Quarter C6 Year C7 Other C8 Lump sum/one payment only C11 Twice per year C12 Bimonthly C14 By the piece/job C18 Hour G 0,18,1/4,12,5,11,6,14,7/8 J1193 1192 B1192(0+"0")=PLEASE ENTER RESPONSE J1193 1194 1192(N7) Q1193U R46_5V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! J1194 1215 1190(A) Q1194UB 2 R46_6. # OF EMPLOYERS-ONE YEAR OR MORE /QxQ R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / / I want to know about the longest full-time job ^978(43/45) had. / Was the employer the same as ^978(5/8) current employer, / ^978(34/36) self-employed, did ^978(43/45) work for someone else, / or what? /^C1 / / ^B C0 C1 Someone else C2 Self-employed C3 Other C4 Same as current employer G 0,4,1/3 J1196 1195 B1195(0+"0")=PLEASE ENTER RESPONSE J1196 1198 1195(N3) Q1196U R46_7V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1198U R46_9. WHAT KIND OF BUSINESS /QxQ R: WORK AND PENSIONS / / / 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_! Q1197U R46_8. WHAT SORT OF WORK /QxQ R: WORK AND PENSIONS / / / 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_! Q1199B 1186 R46_10.YEAR/AGE/YEARS /QxQ R: WORK AND PENSIONS / / In what year did ^978(43/45) start working for that employer? / / / ^B J1200 1199 B1199(0+"0")=PLEASE ENTER RESPONSE J1200 1201 1199(N1) Q1200UB 4 R46_10YR. YEAR START WORKING AT JOB / R: WORK AND PENSIONS / / ^B / YEAR V (1900/1998){NNNN} J1201 1202 1199(N2) Q1201UB 2 R46_10AG.AGE START WORKING AT JOB / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / ^B YEARS AGO V (0/99){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 /QxQ R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / ^B / YEAR V (1900/1998){NNNN} J1205 1206 1203(N2) Q1205UB 2 R46_11AG. / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / ^B YEARS AGO V (0/99){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 / R: WORK AND PENSIONS / 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) J1208 1207 B1207(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1208 1209 1207(0+"0").1207(K1) J1208 1207 B1207(","."-"."+")=INVALID RESPONSE! Q1208 DK. A30 DKDOL98.VQ C1 ^1207 C2 5 J1209 1207 B1208("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1209 1210 1208(0) Q1209B R46_12F. FREQUENCY OF EARNINGS / R: WORK AND PENSIONS / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often did ^978(43/45) receive that amount? / / ^B C0 C1 Day C2 Week C3 Biweekly C4 Month C5 Quarter C6 Year C7 Other C8 Lump sum/one payment only C11 Twice per year C12 Bimonthly C14 By the piece/job C18 Hour G 0,18,1/4,12,5,11,6,14,7/8 J1210 1209 B1209(0+"0")=PLEASE ENTER RESPONSE J1210 1211 1209(N7) Q1210U R46_12V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1211B 1186 R46_13. YEAR/AGE/YEARS / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / ^B / YEAR V (1900/1998){NNNN} J1213 1214 1211(N2) Q1213UB 2 R46_13AG.AGE LAST WORKED FULL-TIME / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / ^B YEARS AGO V (0/99){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? / R: WORK AND PENSIONS / / / 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. / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! J1216 1226 1215(N1) Q1216B R46_15.YEAR/AGE/YEARS / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / ^B / YEAR V (1998/2050){NNNN} J1218 1219 1216(N2) Q1218UB 2 R46_15AG. AGE EXPECT TO START / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / IN ^B YEARS V (0/99){Nn} J1220 1221 1216(N4) Q1220U R46_15V. COMMENT FOR DEPENDS / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1221B R46_16.YEAR/AGE/YEARS / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / ^B / YEAR V (1998/2050){NNNN} J1223 1224 1221(N2) Q1223UB 2 R46_16AG. AGE EXPECT TO STOP FULL-TIME / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / IN ^B YEARS V (0/99){Nn} J1225 1226 1221(N4) Q1225U R46_16V. COMMENT FOR DEPENDS / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! J1226 976 1221(5) J1226 1227 (1008(4).1021(4))+1144(2)=:5: Q1226B R46_17.YEAR/AGE/YEARS / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / ^B / YEAR V (1998/2050){NNNN} J1228 1229 1226(N2) Q1228UB 2 R46_17AG. AGE EXPECT TO STOP ALTOGETHER / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / IN ^B YEARS V (0/99){Nn} J1230 1606 1226(N4) Q1230U R46_17V. COMMENT FOR DEPENDS / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! J1606 976 1226(G0.K2.K3) J1606 1607 979(3)=:1: J1606 1607 1604(A) Q1606B / R: WORK AND PENSIONS / / At any time during the past twelve months, ^978(34/36) unemployed and / looking for work? / / ^B C0 C1 YES C2 NO J1607 1606 B1606(0+"0")=PLEASE ENTER RESPONSE J1607 1231 1606(N1) Q1607UB 3 / R: WORK AND PENSIONS / /~IF 979(3) / Over the past 12 months, how many weeks in total ^978(34/36) unemployed /~ELSE / Over this period, how many weeks in total ^978(34/36) unemployed /~END / and looking for work? / / ^B WEEKS V (1/999) Q1231B 19 R47. EVER WORKED FULL-TIME FOR PAY / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / / 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? / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / ^B / YEAR V (1900/1998){NNNN} J1237 1238 1235(N2) Q1237UB 2 R47_3AGE.LAST AGE FULL-TIME / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / ^B YEARS AGO V (0/99){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 / R: WORK AND PENSIONS / 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) J1240 1239 B1239(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1240 1241 1239(0+"0").1239(K1) J1240 1239 B1239(","."-"."+")=INVALID RESPONSE! Q1240 DK. A30 DKDOL98.VQ C1 ^1239 C2 6 J1241 1239 B1240("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1241 1242 1240(0) Q1241B R47_4F. FREQUENCY OF EARNINGS / R: WORK AND PENSIONS / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often did ^978(43/45) receive that amount? / / ^B C0 C1 Day C2 /7 102 2 C8 Lump sum/one payment only C11 /12 102 2 C14 By the piece/job C18 Hour G 0,18,1/4,12,5,11,6,14,8,7 J1242 1241 B1241(0+"0")=PLEASE ENTER RESPONSE J1242 1243 1241(N7) Q1242U R47_4V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! J1243 1260 1239(A) Q1243UB 2 R47_5. # OF EMPLOYERS-ONE YEAR OR MORE /QxQ R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / /~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 1247 1244(N3) Q1245U R47_6V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1247U R47_8. WHAT KIND OF BUSINESS /QxQ R: WORK AND PENSIONS / / / 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_! Q1246U R47_7. WHAT SORT OF WORK /QxQ R: WORK AND PENSIONS / / / 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_! Q1248B 1152 R47_9.YEAR/AGE/YEARS /QxQ R: WORK AND PENSIONS / / / In what year did ^978(43/45) start working for that employer? / / / ^B J1249 1248 B1248(0+"0")=PLEASE ENTER RESPONSE J1249 1250 1248(N1) Q1249UB 4 R47_9YR. YEAR START WORKING AT JOB / R: WORK AND PENSIONS / / ^B / YEAR V (1945/1998,U1900/1944){NNNN} J1250 1251 1248(N2) Q1250UB 2 R47_9AGE.AGE START WORKING AT JOB / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / ^B YEARS AGO V (0/99){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 / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / ^B / YEAR V (1945/1998,U1900/1944){NNNN} J1254 1255 1252(N2) Q1254UB 2 R47_10AG.AGE STOPPED WORKING AT JOB / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / ^B YEARS AGO V (0/99){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 / R: WORK AND PENSIONS / 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) J1257 1256 B1256(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1257 1258 1256(0+"0") J1257 1256 B1256(","."-"."+")=INVALID RESPONSE! Q1257 DK. A30 DKDOL98.VQ C1 ^1256 C2 5 J1258 1256 B1257("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1258 1259 1257(0) Q1258B R47_11F. FREQUENCY OF EARNINGS / R: WORK AND PENSIONS / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often did ^978(43/45) receive that amount? / / ^B C0 C1 Day C2 /7 102 2 C8 Lump sum/one payment only C11 /12 102 11 C14 By the piece/job C18 Hour G 0,18,1/4,12,5,11,6,14,8,7 J1259 1258 B1258(0+"0")=PLEASE ENTER RESPONSE J1259 1260 1258(N7) Q1259U R47_11V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1260B 19 R47_12. PART-TIME ALL OR MOST OF YEAR / R: WORK AND PENSIONS / / / 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? / R: WORK AND PENSIONS / / / 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? / R: WORK AND PENSIONS / / / ^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 / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / ^B / YEAR V (1998/2050){NNNN} J1265 1266 1263(N2) Q1265UB 2 R47_15AG. AGE EXPECT TO START / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / IN ^B YEARS J1267 1268 1263(N4) Q1267U R47_15V. COMMENT FOR DEPENDS / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1268B R47_16. ANY FULL-TIME WORK / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! J1270 1280 1268(2.3.K2.K3) Q1270B 1263 R47_17.YEAR/AGE/YEARS / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / ^B / YEAR V (1998/2050){NNNN} J1272 1273 1270(N2) Q1272UB 2 R47_17AG. AGE EXPECT TO START FULL-TIME / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / IN ^B YEARS J1274 1275 1270(N4) Q1274U R47_17V. COMMENT FOR DEPENDS / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1275B R47_18.YEAR/AGE/YEARS / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / ^B / YEAR V (1998/2050){NNNN} J1277 1278 1275(N2) Q1277UB 2 R47_18AG. AGE EXPECT TO STOP FULL-TIME / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / IN ^B YEARS V (0/99){Nn} J1279 1280 1275(N4) Q1279U R47_18V. COMMENT FOR DEPENDS / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! J1280 976 1275(5) Q1280B R47_19.YEAR/AGE/YEARS / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / ^B / YEAR V (1998/2050){NNNN} J1282 1283 1280(N2) Q1282UB 2 R47_19AG. AGE EXPECT TO STOP ALTOGETHER / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / IN ^B YEARS V (0/99){Nn} J1284 976 1280(N4) Q1284U R47_19V. COMMENT FOR DEPENDS / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1286B 19 R96. RECEIVING SOCIAL SECURITY? / R: WORK AND PENSIONS / /~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 R: WORK AND PENSIONS / / / Do these include Social Security benefit payments? /^C1 / / ^B J1288 1299 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 R: WORK AND PENSIONS / / Are you and your ^35(7/9) currently receiving Social Security / payments or is only one of you? (Which one?) / / CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN 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 / R: WORK AND PENSIONS / /~IF 1289(1) / Are the payments you receive in your name for retirement, disability, / or survivors benefits? /~ELSE / Are the payments your ^35(7/9) receives for retirement, / disability, or survivors benefits? /~END / / ^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 / R: WORK AND PENSIONS / / /~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 / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / 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 / R: WORK AND PENSIONS / / SINCE YEAR: ^B V (1896/1998){NNNN} Q1295UB 7 R96_6. AMOUNT RECEIVE / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 1289(1) / How much do you receive in your name 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) J1296 1295 B1295(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1296 1295 B1295(","."-"."+")=INVALID RESPONSE! Q1296 DK. A30 DKDOL98.VQ C1 ^1295 C2 7 J1297 1295 B1296("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1297 1298 1296(0) Q1297B R96_6F. FREQUENCY OF RETIREMENT PAYMENTS / R: WORK AND PENSIONS / / 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 C7 Other J1298 1297 B1297(0+"0")=PLEASE ENTER RESPONSE J1298 1289 1297(N7) Q1298U R96_6V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! R1289 1298 J1299 1300 1286(K2)=:Ð: J1299 1300 M976(G0)+1047(1) J1299 1300 1286(1)+1287(2)=:1: Q1299B 19 R97. RECEIVING OTHER RETIREMENT? / R: WORK AND PENSIONS / / /~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 / R: WORK AND PENSIONS / / /~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 (0/99){Nn} J1599 1599 1301 1300(0+"0") Q1599U / / INCONSISTENT DATA: ZERO CURRENT PENSIONS / EARLIER R REPORTED R/SPOUSE RECEIVING CURRENT BENEFITS FROM A / PENSION. / / EXPLAIN THE INCONSISTENCY / OR BACK UP AND CHANGE THE NUMBER OF CURRENT PENSIONS. V M!a_! J1301 1617 1300(0+"0") 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 / R: WORK AND PENSIONS /~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... /QxQ R: WORK AND PENSIONS /~IF 1301(LEQ1300) /^1301 OF ^1300 /~ELSE /^1300 /~END / /~IF 1301(G1) / About the next benefit,... /~END /~IF M976(1)+1047(1.K2.K3) / Is this a payment from a current job, past job, a disability or /~ELSE / Is this a payment from a past job, a disability or /~END / 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 / R: WORK AND PENSIONS /~IF 1301(LEQ1300) /^1301 OF ^1300 /~ELSE /^1300 /~END / / / /PLEASE SPECIFY. V M!a_! Q1305B 1004 R97_4.YEARS/AGE/YEAR / R: WORK AND PENSIONS /~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 / R: WORK AND PENSIONS /~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 / R: WORK AND PENSIONS /~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 / R: WORK AND PENSIONS /~IF 1301(LEQ1300) /^1301 OF ^1300 /~ELSE /^1300 /~END / / / SINCE YEAR: ^B V (1896/1998){NNNN} Q1309UB 6 R97_5. AMOUNT RECEIVED / R: WORK AND PENSIONS /~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",1/999999) J1310 1309 B1309(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1310 1311 1309(0+"0").1309(K1) J1310 1309 B1309(","."-"."+")=INVALID RESPONSE! Q1310 DK. A30 DKDOL98.VQ C1 ^1309 C2 7 J1311 1309 B1310("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1311 1314 1310(0) Q1311B R97_5F. FREQUENCY OF PAYMENTS / R: WORK AND PENSIONS /~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 C4 Month C6 Year C7 Other J1312 1311 B1311(0+"0")=PLEASE ENTER RESPONSE J1312 1313 1311(N7) Q1312U R97_5V. COMMENT FOR OTHER / R: WORK AND PENSIONS /~IF 1301(LEQ1300) /^1301 OF ^1300 /~ELSE /^1300 /~END / / / /PLEASE SPECIFY. V M!a_! Q1313B 19 R97_6. INCREASE WITH COST OF LIVING? /QxQ R: WORK AND PENSIONS /~IF 1301(LEQ1300) /^1301 OF ^1300 /~ELSE /^1300 /~END / / / 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 / R: WORK AND PENSIONS / / / 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.. / R: WORK AND PENSIONS /~IF 1301(LEQ1300) /^1301 OF ^1300 /~ELSE /^1300 /~END / /~IF 1302(1) / If you were to die, what percent of this payment would your /~IF M6(1)+8(1)+20(1.3.4) / wife continue to receive or would the payments stop? /~ELSE / husband continue to receive or would the payments stop? /~END /~ELSE /~IF M6(1)+8(1)+20(1.3.4) / If your wife were to die, what percent of this payment would /~ELSE / If your husband were to die, what percent of this payment would /~END / you continue to receive or would the payments stop? /~END /^C1 / / ^B C0 C1 ENTER PERCENTAGE C2 STOP C3 OTHER J1316 1315 B1315(0+"0")=PLEASE ENTER RESPONSE J1316 1317 1315(N1) Q1316UB 5 R97_8. PERCENTAGE / R: WORK AND PENSIONS /~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 / R: WORK AND PENSIONS /~IF 1301(LEQ1300) /^1301 OF ^1300 /~ELSE /^1300 /~END / / / /PLEASE SPECIFY. V M!a_! J1318 1617 1301(6) Q1318B 19 R97_9. ANOTHER BENEFIT? / R: WORK AND PENSIONS /~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)+25(1) / 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 1617 1318(2.K2.K3) J1301 1318 B1318(0+"0")=PLEASE ENTER RESPONSE R1301 1318 J1617 1319 1318(K2.K3) J1617 1617 1319 1318(1).1301(LQ1300) Q1617UB 6 MOP2.REMAINING PENSION BENEFITS / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF M7(2/3)+25(1) / How much do you or your ^35(7/9) receive per month or year from all / other such pensions? /~ELSE / How much do you receive per month or year from all other such pensions? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___.!("range",1/999999) J1618 1617 B1617(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1618 1319 1617(0+"0") J1618 1617 B1617(","."-"."+")=INVALID RESPONSE! Q1618 DK. A30 DKDOL98.VQ C1 ^1617 C2 7 J1619 1617 B1618("X")=PLEASE ENTER CORRECT AMOUNT ******************************************************************************** J1619 1319 1618(0) Q1619B R97_5F. FREQUENCY OF PAYMENTS / R: WORK AND PENSIONS / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED / / And how often is that amount received? / / ^B C0 C4 Month C6 Year C7 Other J1620 1619 B1619(0+"0")=PLEASE ENTER RESPONSE J1620 1319 1619(N7) Q1620U R97_5V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1319B 19 R98. CASH SETTLEMENT /QxQ R: WORK AND PENSIONS / / /~IF M7(2/3)+25(1) / Have you ^35(4/6) ever received a cash settlement or lump-sum / distribution from a pension or retirement plan of a previous job? /~ELSE / Have you ever received a cash settlement or lump-sum distribution / from a pension or retirement plan of a previous job? /~END / / Do not include severance pay or worker's compensation. / Include settlements even if "rolled over" into a new pension plan, or / an IRA or Keogh. / / / ^B J1320 1330 1319(2.K2.K3) J1320 1319 B1319(0+"0")=PLEASE ENTER RESPONSE Q1320UB 2 R98_1. NUMBER OF CASH SETTLEMENTS / R: WORK AND PENSIONS / /~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? / R: WORK AND PENSIONS /~IF 1321(LEQ1320) /SETTLEMENT: ^0=1321= OF ^1320 /~ELSE /SETTLEMENT: ^0=1321= /~END / / /~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 / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN /~IF 1321(LEQ1320) /SETTLEMENT: ^0=1321= OF ^1320 /~ELSE /SETTLEMENT: ^0=1321= /~END / / / /~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) J1324 1323 B1323(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1324 1323 B1323(","."-"."+")=INVALID RESPONSE! Q1324 DK. A30 DKDOL98.VQ C1 ^1323 C2 6 J1325 1323 B1324("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q1325B R98_4.YEAR/AGE/YEARS / R: WORK AND PENSIONS /~IF 1321(LEQ1320) /SETTLEMENT: ^0=1321= OF ^1320 /~ELSE /SETTLEMENT: ^0=1321= /~END / /~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 / R: WORK AND PENSIONS /~IF 1321(LEQ1320) /SETTLEMENT: ^0=1321= OF ^1320 /~ELSE /SETTLEMENT: ^0=1321= /~END / / ^B / YEAR V (1896/1998){NNNN} J1327 1328 1325(N2) Q1327UB 2 R98_4AGE. WHEN RECEIVED - AGE / R: WORK AND PENSIONS /~IF 1321(LEQ1320) /SETTLEMENT: ^0=1321= OF ^1320 /~ELSE /SETTLEMENT: ^0=1321= /~END / / 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 / R: WORK AND PENSIONS /~IF 1321(LEQ1320) /SETTLEMENT: ^0=1321= OF ^1320 /~ELSE /SETTLEMENT: ^0=1321= /~END / / ^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! J1329 1614 1321(6)+1320(G6)=:1: J1329 1614 1321(6) Q1329B 19 R98_5. ANOTHER CASH SETTLEMENT? / R: WORK AND PENSIONS /~IF 1321(LEQ1320) /SETTLEMENT: ^0=1321= OF ^1320 /~ELSE /SETTLEMENT: ^0=1321= /~END / /~IF 1321(LQ1320) / INTERVIEWER: CAN R PROVIDE DETAIL ON ANOTHER CASH SETTLEMENT? /~ELSE /~IF M7(2/3)+25(1) / 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 1614 1329(2.K2.K3) J1602 1329 B1329(0+"0")=PLEASE ENTER RESPONSE J1614 1602 1329(K2.K3) J1614 1614 1602 1329(1).1321(LQ1320) Q1614UB 9 R98_6.AMOUNT RECEIVED FROM REMAINING SETTLEMENTS / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / How much in total did you receive from all other such settlements? /~ELSE / How much in total did you and your family living here receive / from all other such settlements? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___,___.!("range",1/999999999) J1615 1614 B1614(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1615 1602 1614(0+"0") J1615 1614 B1614(","."-"."+")=INVALID RESPONSE! Q1615 DK. A30 DKDOL98.VQ C1 ^1614 C2 6 J1602 1614 B1615("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1602 1330 1319(N1) Q1602MC /QxQ R: WORK AND PENSIONS / /~IF M7(2/3)+25(1) / What did you ^35(1/3) do with the money from /~ELSE / What did you do with the money from /~END /~IF 1320(1) / this settlement -- did you roll it over into an IRA, did you invest it /~ELSE / these settlements -- did you roll it over into an IRA, did you invest it /~END / some other way, did you spend it on durables, did you spend it some / other way, or did you do something else? / / CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN C1 Rolled over C2 Other investment C3 Durables C4 Other purchases C5 OTHER (SPECIFY) C10 G 1/5 J1603 1603 1330 1602(5) Q1603U / R: WORK AND PENSIONS / / PLEASE SPECIFY. V M!a_! Q1330B 19 R99. FUTURE PENSION BENEFITS? / R: WORK AND PENSIONS / / /~IF M7(2/3)+25(1) / Now I want to ask about pension benefits that you and your / ^35(7/9) will receive in the future. 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 pension benefits that you will receive / in the future. 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 / R: WORK AND PENSIONS / / /~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? / R: WORK AND PENSIONS /~IF 1332(LEQ1331) /PENSION: ^0=1332= OF ^1331 /~ELSE /PENSION: ^0=1332= /~END / /~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/Partner J1334 1333 B1333(0+"0")=PLEASE ENTER RESPONSE Q1334B R99_3. INCOME FORMULA, ACCOUNT... /QxQ R: WORK AND PENSIONS /~IF 1332(LEQ1331) /PENSION: ^0=1332= OF ^1331 /~ELSE /PENSION: ^0=1332= /~END / / /~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? / R: WORK AND PENSIONS /~IF 1332(LEQ1331) /PENSION: ^0=1332= OF ^1331 /~ELSE /PENSION: ^0=1332= /~END / / /~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 9 R99_4. AMOUNT IN ACCOUNT / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN /~IF 1332(LEQ1331) /PENSION: ^0=1332= OF ^1331 /~ELSE /PENSION: ^0=1332= /~END / / / / How much is in the account now? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___,___.!("range",1/999999999) J1337 1336 B1336(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1337 1336 B1336(","."-"."+")=INVALID RESPONSE! Q1337 DK. A30 DKDOL98.VQ C1 ^1336 C2 6 J1338 1336 B1337("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q1338B R99_5. YEARS/AGE YEARS / R: WORK AND PENSIONS /~IF 1332(LEQ1331) /PENSION: ^0=1332= OF ^1331 /~ELSE /PENSION: ^0=1332= /~END / /~IF 1333(1) / When do you expect to receive this pension? /~ELSE / When does ^35(10/11) expect to receive this pension? /~END /^C1 / / ^B C0 C1 ENTER NUMBER OF YEARS C2 ENTER "AT AGE" C3 ENTER "IN YEAR" J1339 1338 B1338(0+"0")=PLEASE ENTER RESPONSE J1339 1340 1338(N1) Q1339UB 2 R99_5YS.WHEN EXPECT TO RECEIVE - YEARS / R: WORK AND PENSIONS /~IF 1332(LEQ1331) /PENSION: ^0=1332= OF ^1331 /~ELSE /PENSION: ^0=1332= /~END / / NUMBER OF YEARS: ^B V (0/99){Nn} J1340 1341 1338(N2) Q1340UB 2 R99_5AG. WHEN EXPECT TO RECEIVE - AGE / R: WORK AND PENSIONS /~IF 1332(LEQ1331) /PENSION: ^0=1332= OF ^1331 /~ELSE /PENSION: ^0=1332= /~END / / AT AGE: ^B V (1/99){Nn} J1341 1340 B1340(G0)+M6(1)+14(GQ1340)=THAT IS YOUNGER THAN R'S CUR /RENT AGE! J1341 1342 1338(N3) Q1341UB 4 R99_5YR. WHEN EXPECT TO RECEIVE - YEAR / R: WORK AND PENSIONS /~IF 1332(LEQ1331) /PENSION: ^0=1332= OF ^1331 /~ELSE /PENSION: ^0=1332= /~END / / IN THE YEAR: ^B V (1998/2050){NNNN} J1342 1346 1335(1) Q1342UB 7 R99_6. AMOUNT OF EXPECTED PAYMENTS / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN /~IF 1332(LEQ1331) /PENSION: ^0=1332= OF ^1331 /~ELSE /PENSION: ^0=1332= /~END / / / /~IF 1333(1) / About how much do you expect them to be? /~ELSE / About how much does ^35(10/11) expect them to be? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / / ^B V !.A$_,___,___.!("range",1/9999999) J1343 1342 B1342(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1343 1342 B1342(","."-"."+")=INVALID RESPONSE! Q1343 DK. A30 DKDOL98.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 / R: WORK AND PENSIONS /~IF 1332(LEQ1331) /PENSION: ^0=1332= OF ^1331 /~ELSE /PENSION: ^0=1332= /~END / / 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 C7 Other C8 Lump sum/one payment only C11 Twice per year C12 Bimonthly G 0,2/4,12,5,11,6,8,7 J1345 1344 B1344(0+"0")=PLEASE ENTER RESPONSE J1345 1346 1344(N7) Q1345U R99_6V. COMMENT FOR OTHER / R: WORK AND PENSIONS /~IF 1332(LEQ1331) /PENSION: ^0=1332= OF ^1331 /~ELSE /PENSION: ^0=1332= /~END / / /PLEASE SPECIFY. V M!a_! J1346 1621 1332(6)+1331(G6)=:1: J1346 1621 1332(6) Q1346B 19 R99_7. ANOTHER FUTURE BENEFIT? /~IF 1332(LEQ1331) /PENSION: ^0=1332= OF ^1331 /~ELSE /PENSION: ^0=1332= /~END / R: WORK AND PENSIONS / /~IF 1332(LQ1331) / INTERVIEWER: CAN R PROVIDE INFORMATION ON ANOTHER FUTURE BENEFIT /~ELSE / Is there another such future benefit? /~END /^C1 / / ^B J1332 1621 1346(2.K2.K3) J1332 1346 B1346(0+"0")=PLEASE ENTER RESPONSE R1332 1346 J1621 1347 1346(K2.K3) J1621 1621 1347 1346(1).1332(LQ1331) Q1621UB 7 MOP2.REMAINING PENSION BENEFITS / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF M7(2/3) / How much in total do you or your ^35(7/9) expect to receive / from all other such pensions in the future? /~ELSE / How much in total do you expect to receive from all other such / pensions in the future? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___.!("range",1/999999) J1622 1621 B1621(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1622 1347 1621(0+"0") J1622 1621 B1621(","."-"."+")=INVALID RESPONSE! Q1622 DK. A30 DKDOL98.VQ C1 ^1621 C2 7 J1623 1621 B1622("X")=PLEASE ENTER CORRECT AMOUNT ******************************************************************************** J1623 1347 1622(0) Q1623B R97_5F. FREQUENCY OF PAYMENTS / R: WORK AND PENSIONS / / 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 C7 Other C8 Lump sum/one payment only C11 Twice per year C12 Bimonthly G 0,2/4,12,5,11,6,8,7 J1624 1623 B1623(0+"0")=PLEASE ENTER RESPONSE J1624 1347 1623(N7) Q1624U R97_5V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1347B R100. IRA, KEOGH? / R: WORK AND PENSIONS / / /~IF 1332(1) / Is this pension part of an IRA, KEOGH, or other pension plan /~ELSE / Are any of these pensions part of an IRA, KEOGH, or other pension plan /~END / you already told me about? / / / ^B C0 C1 Yes, IRA/KEOGH C2 Yes, pension C3 No J1349 1347 B1347(0+"0")=PLEASE ENTER RESPONSE ******************************************************************************* *SECTION T: INCOME, TAXES, SUPPORT ******************************************************************************* Q1349B PREAMBLE FROM FIRST QUESTION / T: INCOME, TAXES, SUPPORT / / /~IF 0A(LE1)=6AM25(N2)= / We have covered many sources of income in this interview. Because of / the importance of income in this study, we would like to make sure we / have the best overview of the sources of income you received in 1997. /~ELSE / We have covered many sources of income in this interview. Because of / the importance of income in this study, we would like to make sure we / have the best overview of the sources of income you and your family / living here received in 1997. /~END / / / ^B C0 C1 CONTINUE J1350 1349 B1349(0+"0")=ARROW DOWN TO "CONTINUE" Q1350S TYPE OF INCOME STEP-THROUGH C1 wages and salaries C2 a professional practice, business, limited partnership / or farm C3 non-taxable investments such as municipal bonds C4 other interest C5 dividends C6 net gains or losses from mutual funds or 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 Social Security or other pensions, annuities, or other / disability or retirement programs C11 TANF, food stamps, or other forms of welfare or assist /ance 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 16a,20a C11 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 T: INCOME, TAXES, SUPPORT / / /~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(11) /^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 / T: INCOME, TAXES, SUPPORT / / What other sources? / V M!a_! J1353 1350 1351(2.K2.K3) Q1353UB 9 T2. AMOUNT OF INCOME / T: INCOME, TAXES, SUPPORT / 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 1997, before deductions for taxes and anything else? /~ELSE / did you and your family receive in 1997, before deductions for taxes / and anything else? /~END / /~IF 1350(11) /^1587 /~ELSE /IRS FORM 1040 LINE NUMBER: ^1587 /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B IN '97 V !.A$___,___,___.!("range",-99999999/999999999) J1354 1353 B1353(LE0+NK2+NK3+N"range")+1350(1.3/5.8/11)=AMOUNT MUS /T GREATER THAN 0! J1354 1353 B1353(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1354 1350 1353(0+"0") J1354 1353 B1353(NL0)+1353(","."-"."+")=INVALID RESPONSE! Q1354 DK. A30 DKDOL98.VQ C1 ^1353 C2 ^1285 J1350 1353 B1354("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** R1350 1354 Q1580U ADD AMOUNTS IN T2 A14 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? / T: INCOME, TAXES, SUPPORT / /~IF 0A(LE1)=6AM25(N2)= / I would like to confirm that your total 1997 income from all /~ELSE / I would like to confirm that your family's total 1997 income from all /~END / sources was $^1580. / / / Is that correct? / / ^B J1355 1581 B1581(0+"0")=PLEASE ENTER RESPONSE J1355 1357 1581(1) Q1355UB 9 T3. AMOUNT OF TOTAL INCOME / T: INCOME, TAXES, SUPPORT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 1581(2.K2.K3) / What would be the correct total? /~ELSE /~IF 0A(LE1)=6AM25(N2)= / How much was the total income you received in 1997 from all / sources, before taxes and other deductions were made? /~ELSE / How much was the total income you and your family living here / received in 1997 from all sources, before taxes and other deductions / were made? /~END /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B IN '97 V !.A$___,___,___.!("range",-99999999/999999999) J1356 1355 B1355(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1356 1357 1355(0+"0").1355("NT") J1356 1355 B1355(NL0)+1355(","."-"."+")=INVALID RESPONSE! Q1356 DK. A30 DKDOL98.VQ C1 ^1355 C2 5 J1357 1355 B1356("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q1357B T4. INCOME HIGH OR LOW / T: INCOME, TAXES, SUPPORT / / / Is this income unusually high or low compared to what you would expect / in a "normal" year, or is it normal? / / / ^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? / T: INCOME, TAXES, SUPPORT / / / Why is that? V M!a_! Q1359UB 9 T4_1. AMOUNT OF INCOME IN NORMAL YEAR / T: INCOME, TAXES, SUPPORT / 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) J1360 1359 B1359(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1360 1361 1359(0+"0") J1360 1359 B1359(","."-"."+")=INVALID RESPONSE! Q1360 DK. A30 DKDOL98.VQ C1 ^1359 C2 5 J1361 1359 B1360("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q1361B T4_2.PAST 5 YEARS-INCOME GO UP? / T: INCOME, TAXES, SUPPORT / /~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? / T: INCOME, TAXES, SUPPORT / /~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? / T: INCOME, TAXES, SUPPORT / /~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 / T: INCOME, TAXES, SUPPORT / /~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 1997, DID YOU PAY ALIMONY... /QxQ T: INCOME, TAXES, SUPPORT / / /~IF 0A(LE1)=6AM25(N2)= / During 1997, did you pay any alimony, separation payments, / or child support? /~ELSE / During 1997, 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 / T: INCOME, TAXES, SUPPORT / 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 1997? /~ELSE / Altogether, how much alimony and/or child support did you and your / family pay in 1997? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B IN '97 V !.A$___,___,___.!("range",1/999999999) J1367 1366 B1366(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1367 1366 B1366(","."-"."+")=INVALID RESPONSE! Q1367 DK. A30 DKDOL98.VQ C1 ^1366 C2 6 J1368 1366 B1367("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q1368B T6. SUPPORT OTHER FRIENDS, RELATIVES /QxQ T: INCOME, TAXES, SUPPORT / / /~IF 0A(LE1)=6AM25(N2)= /~IF 1365(1) / During 1997, did you provide any other financial support for / relatives or friends who do not live here? /~ELSE / During 1997, did you provide any financial support for relatives or / friends who do not live here? /~END /~ELSE /~IF 1365(1) / During 1997, 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 1997, did you or anyone in your family living here provide any / financial support for relatives or friends who do not live here? /~END /~END / Please do not include alimony or child support. / / / ^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 / T: INCOME, TAXES, 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 '97 V !.A$_,___,___.!("range",1/9999999) J1370 1369 B1369(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1370 1369 B1369(","."-"."+")=INVALID RESPONSE! Q1370 DK. A30 DKDOL98.VQ C1 ^1369 C2 6 J1371 1369 B1370("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q1371MC T6_2. TO WHOM WAS SUPPORT GIVEN? / T: INCOME, TAXES, SUPPORT / / / To whom was this support given? / / CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN 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 / T: INCOME, TAXES, SUPPORT / / / PLEASE SPECIFY. V M!a_! Q1373B T7. FILE OR EXPECT TO FILE 1997 TAX RETURN? / T: INCOME, TAXES, SUPPORT / / /~IF M7(2/3)+25(1) / Did you ^35(4/6) file, or do you expect to file, / a Federal Income tax return for 1997? /~ELSE / Did you file, or do you expect to file, a Federal Income tax / return for 1997? /~END / / RETURNS FOR 1997 WOULD NORMALLY HAVE BEEN FILED IN 1998. / / / ^B C0 C1 YES - FILED C2 NO - DO NOT EXPECT TO FILE C6 YES - NOT YET FILED G 0,1,6,2 J1374 1628 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... / T: INCOME, TAXES, SUPPORT / /~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 1628 1374(K2.K3) J1375 1374 B1374(0+"0")=PLEASE ENTER RESPONSE Q1375MC T7_3. WHICH SCHEDULES? / T: INCOME, TAXES, SUPPORT / /~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 / / CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN / / 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? / T: INCOME, TAXES, SUPPORT / /~IF 1373(1) / Did you itemize deductions? /~ELSE / Will you itemize deductions? /~END / / ^B J1377 1376 B1376(0+"0")=PLEASE ENTER RESPONSE Q1377UB 9 T7_4. TOTAL ADJUSTED GROSS INCOME / T: INCOME, TAXES, SUPPORT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF M7(2/3)+25(1) /~IF 1373(1) / What was your ^35(1/3)'s total adjusted gross income (AGI) / on your 1997 tax return? (Form 1040, Line 32) /~ELSE / What will be your ^35(1/3)'s total adjusted gross income / (AGI) on your 1997 tax return? (What do you think it will be?) / (Form 1040, Line 32) /~END /~ELSE /~IF 1373(1) / What was your total adjusted gross income (AGI) on your 1997 / tax return? (Form 1040, Line 32) /~ELSE / What will be your total adjusted gross income (AGI) on your 1997 / tax return? (What do you think it will be?) (Form 1040, Line 32) /~END /~END / / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___,___.!("range",-99999999/999999999) J1378 1377 B1377(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1378 1379 1377(0+"0") J1378 1377 B1377(NL0)+1377(","."-"."+")=INVALID RESPONSE! Q1378 DK. A30 DKDOL98.VQ C1 ^1377 C2 5 J1379 1377 B1378("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1379 1628 1377(A) Q1379MC T7_5. WHICH SCHEDULES? / T: INCOME, TAXES, SUPPORT / / /~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 / / CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN / / 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. / T: INCOME, TAXES, SUPPORT / /~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 / T: INCOME, TAXES, SUPPORT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 1373(1) / What was your total adjusted gross income (AGI) on your 1997 tax return? /~ELSE / What will be your total adjusted gross income (AGI) on your 1997 / tax return? (What do you think it will be?) /~END / / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___,___.!("range",0/999999999) J1381 1380 B1380(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1381 1382 1380(0+"0") J1381 1380 B1380(","."-"."+")=INVALID RESPONSE! Q1381 DK. A30 DKDOL98.VQ C1 ^1380 C2 5 J1382 1380 B1381("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1382 1628 1374(3) Q1382MC T7_7. WHICH SCHEDULES / T: INCOME, TAXES, SUPPORT / /~IF 1373(1) / Did your ^35(7/9) file a schedule C, E, or F with ^35(12/13) return? /~ELSE / Will your ^35(7/9) file a schedule C, E, or F with ^35(12/13) return? /~END / / CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN / / IF R ASKS: SCHEDULE C IS FOR BUSINESS INCOME OR SELF EMPLOYMENT / SCHEDULE E IS FOR TRUST AND PARTNERSHIP INCOME / SCHEDULE F IS FOR FARM INCOME C1 Schedule C C2 Schedule E C3 Schedule F C4 No;E C10 G 1/4 Q1383B 1351 T7_7A.DID SPOUSE ITEMIZE? / T: INCOME, TAXES, SUPPORT / /~IF 1373(1) / Did ^35(10/11) itemize deductions on the return? /~ELSE / Will ^35(10/11) itemize deductions on the return? /~END / / ^B J1384 1383 B1383(0+"0")=PLEASE ENTER RESPONSE Q1384UB 9 T7_8. SPOUSE'S TOTAL ADJUSTED GROSS INCOME / T: INCOME, TAXES, SUPPORT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 1373(1) / What was ^35(12/13) total adjusted gross income (AGI) on ^35(12/13) 1997 / tax return? /~ELSE / What will be ^35(12/13) total adjusted gross income (AGI) on ^35(12/13) / 1997 tax return? (What do you think it will be?) /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___,___.!("range",-99999999/999999999) J1385 1384 B1384(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1385 1628 1384(0+"0") J1385 1384 B1384(NL0)+1384(","."-"."+")=INVALID RESPONSE! Q1385 DK. A30 DKDOL98.VQ C1 ^1384 C2 5 J1628 1384 B1385("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** ******************************************************************************* *SECTION X: INHERITANCES, CHARITY ******************************************************************************* J1628 1386 141(1).155(1).169(1).174(1).179(1).209(1).452(1).468(1 /)=:1: J1628 1386 M404(G0)+411(1)=:1: J1628 1386 M488(G0)+491(3)=:1: J1628 1386 Q1628U A14 Q1386B 1351 X1. EVER RECEIVED INHERITANCE? /QxQ X: INHERITANCES, CHARITY / / /~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. / / DO NOT INCLUDE INHERITANCES FROM A DECEASED SPOUSE / / ^B J1626 1386 B1386(0+"0")=PLEASE ENTER RESPONSE J1626 1626 1387 1386(2)+1628(1) Q1626U / / INCONSISTENT ANSWER: NO INHERITANCES / EARLIER R SAID INHERITED HOUSE, PROPERTY, OR BUSINESS / / EITHER EXPLAIN THE DISCREPANCY / OR BACK UP AND CHANGE THE ANSWER TO "YES". V M!a_! J1387 1399 1386(N1) Q1387UB 2 X2. NUMBER OF INHERITANCES /QxQ X: INHERITANCES, CHARITY / /~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 X: INHERITANCES, CHARITY / / INHERITANCE: ^0=1388 / /~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(N5) Q1390U X3V. COMMENT FOR OTHER / X: INHERITANCES, CHARITY / / INHERITANCE: ^0=1388 / / PLEASE SPECIFY. V M!a_! Q1391UB 9 X4. APPROXIMATE VALUE /QxQ X: INHERITANCES, CHARITY / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / INHERITANCE: ^0=1388 / / / What was its approximate value at the time it was received? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___,___.!("range",1/999999999) J1392 1391 B1391(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1392 1393 1391(0+"0") J1392 1391 B1391(","."-"."+")=INVALID RESPONSE! Q1392 DK. A30 DKDOL98.VQ C1 ^1391 C2 5 J1393 1391 B1392("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q1393UB 4 X5. YEAR RECEIVED /QxQ X: INHERITANCES, CHARITY / / INHERITANCE: ^0=1388 / / In what year was it received? / / ^B / YEAR V (1896/1998){NNNN} Q1394B X6. FROM WHOM RECEIVED? / X: INHERITANCES, CHARITY / / INHERITANCE: ^0=1388 / / From whom was it received? /^C1 / / ^B C0 C1 Grandparent C2 Parent C3 Child C4 Aunt/Uncle C5 Sibling C6 Friend C7 Other J1395 1394 B1394(0+"0")=PLEASE ENTER RESPONSE J1395 1396 1394(N7) Q1395U X6V. COMMENT FOR OTHER / X: INHERITANCES, CHARITY / INHERITANCE: ^0=1388 / / / PLEASE SPECIFY. V M!a_! J1396 1397 1388(3)+1387(G3)=:1: Q1396B X7. ANOTHER INHERITANCE? /QxQ X: INHERITANCES, CHARITY / / INHERITANCE: ^0=1388 / /~IF 1388(LQ1387) / INTERVIEWER: CAN R PROVIDE DETAILED INFORMATION ON ANOTHER INHERITANCE, / TRUST, OR TRANSFER? /~ELSE / Is there another inheritance, trust, or transfer? /~END / / / ^B C0 C1 YES C2 NO J1388 1399 1396(2.K2.K3)+1387(LE1) J1388 1397 1396(2.K2.K3)+1387(G1) J1388 1396 B1396(0+"0")=PLEASE ENTER RESPONSE R1388 1396 J1397 1399 1396(K2.K3) J1397 1397 1399 1396(1).1388(LQ1387) Q1397UB 9 X8. AMOUNT FROM ALL OTHERS / X: INHERITANCES, CHARITY / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / / How much altogether were any others you have received? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___,___.!("range",1/999999999) J1398 1397 B1397(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1398 1399 1397(0+"0") J1398 1397 B1397(","."-"."+")=INVALID RESPONSE! Q1398 DK. A30 DKDOL98.VQ C1 ^1397 C2 5 J1399 1397 B1398("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q1399B X9. EXPECT TO RECEIVE INHERITANCE? / X: INHERITANCES, CHARITY / /~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 J1402 1408 1399(2.K2.K3) J1402 1399 B1399(0+"0")=PLEASE ENTER RESPONSE Q1402UB 9 X9_2. AMOUNT EXPECTED / X: INHERITANCES, CHARITY / 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",1/999999999) J1403 1402 B1402(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1403 1408 1402(0+"0") J1403 1402 B1402(","."-"."+")=INVALID RESPONSE! Q1403 DK. A30 DKDOL98.VQ C1 ^1402 J1408 1402 B1403("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q1408B X11. IMPORTANT TO LEAVE INHERITANCE? / X: INHERITANCES, CHARITY / / / 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? / X: INHERITANCES, CHARITY / /~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: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS ******************************************************************************* J1404 1409 B1409(0+"0")=PLEASE ENTER RESPONSE Q1404B X10. CHARITABLE CONTRIBUTIONS? /QxQ X: INHERITANCES, CHARITY / / /~IF 0A(LE1)=6AM25(N2)= / During 1997, did you make charitable contributions of money or / property totaling $500 or more? /~ELSE / During 1997, did you or anyone in your family living here make / charitable contributions of money or property totaling $500 or more? /~END / (Please do not include political contributions.) / / / ^B C0 C1 Yes C2 No J1405 1407 1404(2.K2.K3) J1405 1404 B1404(0+"0")=PLEASE ENTER RESPONSE Q1405UB 8 X10_1. AMOUNT CONTRIBUTED / X: INHERITANCES, CHARITY / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 0A(LE1)=6AM25(N2)= / Roughly, how much did you contribute? /~ELSE / Roughly, how much did your family contribute? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / / ANNUAL AMOUNT: ^B IN '97 V !.A$__,___,___.!("range",500/99999999) J1406 1405 B1405(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1406 1407 1405(0+"0") J1406 1405 B1405(","."-"."+")=INVALID RESPONSE! Q1406 DK. A30 DKDOL98.VQ C1 ^1405 C2 6 J1407 1405 B1406("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q1407B X10_2. VOLUNTEER ONE HOUR OR MORE? /QxQ X: INHERITANCES, CHARITY / / /~IF 0A(LE1)=6AM25(N2)= / During 1997, did you volunteer an average of one hour or more / a week to any charitable organizations? /~ELSE / During 1997, 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 J1410 1407 B1407(0+"0")=PLEASE ENTER RESPONSE Q1410B Y1. R GRADE COMPLETED /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / /~IF M7(2/3)+25(1) / For the last part of the interview I will be asking some questions / about your ^35(1/3)'s education, family background and health / insurance coverage (and a few questions about the other people in / your household). /~ELSE / For the last part of the interview I will be asking some questions / about your education, family background and health insurance coverage / (and a few questions about the other people in your household). /~END / / What is the highest grade of school or year of college you completed? /^Y1^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 18,1/17 *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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / Did you get a high school diploma or pass a high school equivalency / test? (Was that a diploma or GED?) /^C1 / / ^B C0 C1 YES, DIPLOMA C2 YES, GED C3 NEITHER J1412 1411 B1411(0+"0")=PLEASE ENTER RESPONSE Q1412B Y1_2. R ON-THE-JOB TRAINING /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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 1412 B1412(0+"0")=PLEASE ENTER RESPONSE J1413 1416 1412(A) Q1413B Y1_3. R COLLEGE DEGREE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! Q1416B Y2. R MILITARY SERVICE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / Have you ever been in the military service? /^C1 / / ^B C0 C1 Yes C2 No J1417 1416 B1416(0+"0")=PLEASE ENTER RESPONSE Q1417MC Y4. RACE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / (SHOW CARD 19) / Which of these categories do you feel best describe you: (white, black / or African-American, Hispanic or Latino, Asian, American Indian or / Alaska Native, Hawaiian Native or other Pacific Islander, or another / race?) / / CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN C1 WHITE (INCLUDE MIDDLE EASTERN/ARAB WITH WHITE) C2 BLACK/AFRICAN-AMERICAN C3 HISPANIC/LATINO C4 ASIAN C5 AMERICAN INDIAN/ALASKA NATIVE C6 NATIVE HAWAIIAN/PACIFIC ISLANDER C7 OTHER C10 G 1/7 J1418 1418 1419 1417(7) Q1418U Y4V. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! Q1419UB 2 Y5. NUMBER OF CHILDREN ELSEWHERE / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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 / / INCLUDE ONLY LIVING CHILDREN/STEP-CHILDREN / / ^B CHILDREN V (0/10,U11/25){Nn} J1420 1428 1419(0) Q1420B Y5_1.25 OR OLDER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / /~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 1428 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / 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) J1422 1423 1419(G0+Q1421)=:5: Q1422B Y5_2.LESS THAN 18 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / /~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 1428 1422(2/5.K2.K3) Q1423UB 2 Y5_2NUM. LESS THAN 18 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / NUMBER OF CHILDREN LESS THAN 18: ^B V (0/10,U11/25){Nn} J1428 1423 B0(LQ1423)+1423(G0)=1419-1421=^1423 IS GREATER THAN TOT /AL # OF CHILDREN (^1419) - CHILDREN OVER 25 (^1421) J1428 1428 1433 28(1.2.4.6.8.10.12.20) Q1428B Y7. YEARS/AGE/YEAR / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / /~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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / ^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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / SINCE YEAR: ^B V (1896/1998){NNNN} J1432 1446 28(1) J1432 1433 M6(1)+20(N2) J1432 1432 1433 28(12) Q1432B Y7_1. EVER BEEN MARRIED? / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /~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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / YEAR: ^B V (1896/1998){NNNN} J1435 1436 1433(N2) Q1435UB 2 Y8AGE.YEAR DIVORCED/SEPARATED/WIDOWED / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / ^B YEARS AGO V (0/75){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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /~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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / YEAR: ^B V (1896/1998){NNNN} J1439 1440 1437(N2) Q1439UB 2 Y8_1AGE.AGE MARRIAGE BEGAN / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / ^B YEARS AGO V (0/75){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).(1432(1)+28(12)) Q1441B Y8_2. RECEIVE/PAY SUPPORT? /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / /~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 M6(1)+8(1)+20(1.3.4) / 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 Pay Support C3 No Support Involved J1442 1441 B1441(0+"0")=PLEASE ENTER RESPONSE J1442 1446 1441(N1+N2) Q1442UB 6 Y8_3. AMOUNT OF SUPPORT PAY/RECEIVE / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / 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) J1443 1442 B1442(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1443 1442 B1442(","."-"."+")=INVALID RESPONSE! Q1443 DK. A30 DKDOL98.VQ C1 ^1442 C2 7 J1444 1442 B1443("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1444 1446 1443(0) Q1444B Y8_3F. FREQUENCY OF PAYMENTS / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED. / / Is that weekly, monthly, quarterly, yearly, or what? / / ^B C0 /7 102 0 C8 Lump sum/one payment only C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J1445 1444 B1444(0+"0")=PLEASE ENTER RESPONSE J1445 1446 1444(N7) Q1445U Y8_3V. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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? / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / /~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(2/4).1432(1/3) /~IF 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 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 /~END / / / ^B C0 C1 Owned Jointly C2 Owned by R C5 Other G 0,2,1,5 J1447 1446 B1446(0+"0")=PLEASE ENTER RESPONSE J1447 1448 1446(N5) Q1447U Y8_4V. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! J1448 1448 1453 28(1.3/8.22).1432(1/5) Q1448B Y9. FIRST MARRIAGE? /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / /~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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / YEAR: ^B V (1896/1998){NNNN} J1451 1452 1449(N2) Q1451UB 2 Y10AGE.AGE MARRIED-FIRST TIME / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / ^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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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 3 Y11_1. MOTHER AGE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / What is her age? / / AGE: ^B V (30/110){NNn} J1455 1454 B1454(G0)+M6(1)+14(GQ1454)=MOTHER CANNOT BE YOUNGER THA /N HER CHILD! Q1455B 1351 Y11_2. FATHER LIVING? /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / Is your father still living? /^C1 / / ^B J1456 1457 1455(2.K2.K3) J1456 1455 B1455(0+"0")=PLEASE ENTER RESPONSE Q1456UB 3 Y11_3. FATHER AGE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / What is his age? / / AGE: ^B V (30/110){NNn} J1457 1456 B1456(G0)+M6(1)+14(GQ1456)=FATHER CANNOT BE YOUNGER THA /N HIS CHILD! Q1457B 1351 Y12. SMOKE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / / 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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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? / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / About how old do you think you will live to be? / / ^B V (20/150){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 M7(2)+25(2.K2.K3)=:2: J1461 1462 M7(2/3)+25(1)=:1: J1461 1462 6(G1)=:3: Q1461B INTERVIEWER CHECKPOINT / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / 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? /^Y1^C2 / ^B J1463 1462 B1462(18)=PLEASE ENTER RESPONSE J1463 1465 1462(13/17) Q1463B 1411 Y13_1. SPOUSE DIPLOMA / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / Did ^35(10/11) get a high school diploma or pass a high school / equivalency test? (Was that a diploma or GED)? /^C1 / / ^B J1464 1463 B1463(0+"0")=PLEASE ENTER RESPONSE Q1464B 1351 Y13_2. SPOUSE ON-THE-JOB TRAINING /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! Q1468B 1351 Y14. SPOUSE MILITARY SERVICE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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} 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / YEAR: ^B V (1896/1998){NNNN} J1477 1478 1475(N2) Q1477UB 2 Y17_1AGE.AGE PARTNER SEPARATED/WIDOWED/DIVORCED / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / ^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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS /~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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / YEAR: ^B V (1896/1998){NNNN} J87 336 30(N2) Q87UB 2 Y17_1BAG.AGE PARTNER MARRIED / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / ^B YEARS AGO V (0/75){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? / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /~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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / 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) J1481 1480 B1480(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1481 1484 1480(0+"0") J1481 1480 B1480(","."-"."+")=INVALID RESPONSE! Q1481 DK. A30 DKDOL98.VQ C1 ^1480 C2 7 J1482 1480 B1481("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1482 1484 1481(0) Q1482B 102 Y17_3F. FREQUENCY OF PAYMENTS / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / 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(N7) Q1483U Y17_3V. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! J1484 1484 1486 29(51/54.56) Q1484B Y17_4. PARTNER'S FIRST MARRIAGE? / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /~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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / YEAR: ^B V (1896/1998){NNNN} J1488 1489 1486(N2) Q1488UB 2 Y18_1AGE.AGE WHEN SPOUSE FIRST MARRIED / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / ^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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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 3 Y19_1. SPOUSE'S MOTHER AGE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / What is her age? / / ^B Age V (30/110){NNn} 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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / Is your ^35(7/9)'s father still living? /^C1 / / ^B J1493 1494 1492(N1) J1493 1492 B1492(0+"0")=PLEASE ENTER RESPONSE Q1493UB 3 Y19_3. SPOUSE'S FATHER AGE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / What is his age? / / ^B Age V (30/110){NNn} J1494 1493 B1493(G0)+M6(2)+16(GQ1493)=FATHER CANNOT BE YOUNGER THA /N HIS CHILD! Q1494B 1351 Y20. SPOUSE SMOKE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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? / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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 (20/150){NNn} J1498 1496 B1496(G0)+M6(2)+16(GQ1496)=AGE CANNOT BE LESS THAN SPOU /SE/PARTNER'S CURRENT AGE! J1498 1499 M7(G1)+21(1)+25(2)=:1: J1498 1499 6(G0)=:2: Q1498B Y25. INTERVIEWER CHECKPOINT / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /INTERVIEWER CHECKPOINT: SEE HOUSEHOLD LISTING / / / ^B C1 1 OR MORE ADULTS WITH INDEPENDENT FINANCES C2 ALL OTHERS J1499 1513 1498(N1) Q1499B Y25_1. PREAMBLE / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / 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( '^8’6( '^16’4( '^20’14( / / ^B C0 PRESS [ENTER] TO CONTINUE J1500 1513 1499(A) Q1500B Y27. ELIGIBLE FOR MEDICARE - R ALONE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / Are you currently eligible to receive benefits from any government / health insurance programs, such as Medicare, Medicaid, or CHAMPUS, VA, / or other military programs? / / INTERVIEWER: WE DO NOT WANT TO INCLUDE HEALTH INSURANCE FROM A / GOVERNMENT JOB IN THIS QUESTION. / / ^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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! Q1503B 1351 Y27_2. ANY OTHER TYPE OF HEALTH /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / / 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 1576 1503(2.K2.K3) J1504 1503 B1503(0+"0")=PLEASE ENTER RESPONSE Q1504B 1351 Y28. ANY OTHER TYPE OF HEALTH /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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... / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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: CODE RESPONSES IN THE ORDER THEY ARE GIVEN / / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! Q1507MC Y28_2. HOW COVERAGE PAID / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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: CODE RESPONSES IN THE ORDER THEY ARE GIVEN / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! J1509 1509 1576 1507(1) Q1509UB 5 Y28_3. AMOUNT PAY FOR INSURANCE / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / 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) J1510 1509 B1509(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1510 1509 B1509(","."-"."+")=INVALID RESPONSE! Q1510 DK. A30 DKDOL98.VQ C1 ^1509 C2 8 J1511 1509 B1510("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1511 1513 1510(0) Q1511B 102 Y28_3. FREQUENCY OF PAYMENTS / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / 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(N7) Q1512U Y28_3. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! J1513 1576 1509(A).1461(2) Q1513B 1351 Y29. ELIGIBLE FOR BENEFITS - R NOT ALONE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / /~IF M6(G2)+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 / INTERVIEWER: WE DO NOT WANT TO INCLUDE HEALTH INSURANCE FROM A / GOVERNMENT JOB IN THIS QUESTION. / / ^B J1514 1520 1513(2.K2.K3) J1514 1513 B1513(0+"0")=PLEASE ENTER RESPONSE Q1514MC Y29_1. WHICH PROGRAM? /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / Which program is that? (Anything else?) / / CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN / / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! Q1516B 1351 Y29_2. IS EVERYONE COVERED? /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / /~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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / Who is not covered? / / CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! Q1520B 1351 Y30.COVERED BY OTHER HEALTH COVERAGE? /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / Is anyone here 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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS /~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: CODE RESPONSES IN THE ORDER THEY ARE GIVEN 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 1/2 G 3=M976(1)+1011(1) G 4/5=M7(2/3)+25(1) G 6=M976(2)+1011(1) G 7/9 J1522 1522 1523 1521(9) Q1522U Y31V. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! Q1523MC Y31_1. HOW COVERAGE PAID / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / 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: CODE RESPONSES IN THE ORDER THEY ARE GIVEN / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! J1525 1525 1529 1523(1) Q1525UB 5 Y31_2. AMOUNT OF INSURANCE PAYMENTS /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~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) J1526 1525 B1525(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1526 1525 B1525(","."-"."+")=INVALID RESPONSE! Q1526 DK. A30 DKDOL98.VQ C1 ^1525 C2 8 J1527 1525 B1526("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1527 1529 1526(0) Q1527B 102 Y31_2. FREQUENCY OF PAYMENTS / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / 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(N7) Q1528U Y31_2V. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! Q1529B 1351 Y31_3. EVERYONE COVERED BY ONE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / Who is not covered (including those with independent finances)? / (Anyone else?) / / CODE ALL THAT APPLY: CODE RESPONSES IN THE ORDER THEY ARE GIVEN J1531 1531 1532 1530(7) Q1531U Y31_4V. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! J1532 1532 1533 1516(N1)+1529(N1) Q1532B 1351 Y31_5.EVERYONE COVERED BY SOME TYPE OF HEALTH INS / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / 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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / (SHOW CARD 20) This is a list of reasons why some people don't have / health insurance. Which reason best describes why (you/some members / of your family living here) are not covered? / /^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 SOME OTHER REASON J1534 1533 B1533(0+"0")=PLEASE ENTER RESPONSE J1534 1536 1533(N8) Q1534U Y32V. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! J1536 1576 1498(N1) Q1536B 1351 Y34. 18 OR OVER RECEIVE WAGES... /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /~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 /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~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 1997 before taxes and deductions? /~ELSE M6(G1)+8(2)+25(2) / Roughly how much total income did she have from wages and / salaries in 1997 before taxes and deductions? /~ELSE / Roughly how much total income did they have from wages and / salaries in 1997 before taxes and deductions? /~END /~ELSE / Roughly how much total income did they have from wages and / salaries in 1997 before taxes and deductions? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B V !.A$___,___,___.!("range",1/999999999) J1538 1537 B1537(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1538 1537 B1537(","."-"."+")=INVALID RESPONSE! Q1538 DK. A30 DKDOL98.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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / Where did you tell me about this income? V M!a_! Q1541B 1351 Y35. ANY OTHER SOURCES / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /~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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / /~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: CODE RESPONSES IN THE ORDER THEY ARE GIVEN / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! Q1544UB 9 Y35_2.AMOUNT OF TOTAL INCOME IN 97 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~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 1997 before taxes and deductions? /~ELSE / all this source in 1997 before taxes and deductions? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B IN '97 V !.A$___,___,___.!("range",-99999999/999999999) J1545 1544 B1544(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1545 1546 1544(0+"0") J1545 1544 B1544(NL0)+1544(","."-"."+")=INVALID RESPONSE! Q1545 DK. A30 DKDOL98.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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / Where did you tell me about this income? V M!a_! Q1548B 1351 Y36. CARS OR VEHICLES /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /~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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / / Roughly how much (is this/are these) vehicle(s) worth now? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___,___.!("range",1/999999999) J1550 1549 B1549(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1550 1551 1549(0+"0") J1550 1549 B1549(","."-"."+")=INVALID RESPONSE! Q1550 DK. A30 DKDOL98.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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / Where did you tell me about this/these vehicles? V M!a_! Q1553B 1351 Y37. BANK ACCOUNT, SAVINGS ACCOUNTS... /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /~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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~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) J1555 1554 B1554(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1555 1554 B1554(","."-"."+")=INVALID RESPONSE! Q1555 DK. A30 DKDOL98.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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / Where did you tell me about this/these items? V M!a_! Q1558B 1351 Y38. ANY OTHER ASSETS? /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /~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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / (SHOW CARD 21) / /~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: CODE RESPONSES IN THE ORDER THEY ARE GIVEN / C1 YOUR HOME C2 STOCKS C3 BONDS C4 MUTUAL FUNDS C5 MONEY MARKET FUNDS C6 BUSINESS C7 OTHER REAL ESTATE C8 OTHER KIND OF ASSET C10 G 1/8 J1560 1559 B1559(0+"0")=PLEASE ENTER RESPONSE J1560 1560 1582 1559(8) Q1560U Y38_1. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~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$___,___,___.!("range",1/999999999) J1562 1561 B1561(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1562 1563 1561(0+"0") J1562 1561 B1561(","."-"."+")=INVALID RESPONSE! Q1562 DK. A30 DKDOL98.VQ C1 ^1561 C2 6 J1563 1561 B1562("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1563 1565 1562(0) Q1563B 1351 Y38_3. INCLUDE ASSETS EARLIER /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / Did you include this amount in the assets you told me about earlier / in this interview? / /INTERVIEWER: IF R ONLY TOLD ABOUT PART, MAKE NOTE /^C1 / / ^B J1564 1565 1563(2.K2.K3) J1564 1563 B1563(0+"0")=PLEASE ENTER RESPONSE Q1564U Y38_4. WHERE DID YOU TELL ME / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / Where did you tell me about ^1582? V M!a_! J1565 1566 1559(1)=:1: J1565 1566 1559(A)=:2: Q1565B Y39. INTERVIEWER CHECKPOINT / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / INTERVIEWER CHECKPOINT: SEE Q.38.1 /^C1 / / ^B / C0 C1 R's HOME MARKED IN Q.38.1 C2 ALL OTHERS J1566 1571 1565(2) Q1566UB 5 Y39_1. WHAT SHARE OF HOME /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /~IF 0A(1)=6AM25(2)= /~IF M6(G1)+8(1)+25(2) / What share of this home does he own? /~ELSE M6(G1)+8(2)+25(2) / What share of this home does she own? /~ELSE / What share of this home do they own? /~END /~ELSE / What share of this home do they own? /~END / / ^B V !.U___.__%!(1/100) J1567 1567 1569 1559(1) Q1567UB 10 Y39_2. PRESENT VALUE OF HOME / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / / What is the present value of this home? I mean, about what would it / bring if it were sold today? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$_,___,___,___.!("range",1/9999999999) J1568 1567 B1567(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1568 1583 1567(0+"0") J1568 1567 B1567(","."-"."+")=INVALID RESPONSE! Q1568 DK. A30 DKDOL98.VQ C1 ^1567 C2 3 J1569 1567 B1568("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q1583U A14 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 /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / / 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$___,___,___.!("range",0/999999999) J1570 1569 B1569(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1570 1571 1569(0+"0") J1570 1569 B1569(","."-"."+")=INVALID RESPONSE! Q1570 DK. A30 DKDOL98.VQ C1 ^1569 C2 3 J1571 1569 B1570("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** Q1571B 1351 Y40. HAVE ANY DEBTS /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /~IF 0A(1)=6AM25(2)= /~IF M6(G1)+8(1)+25(2) / Does he have any (other) debts? /~ELSE M6(G1)+8(2)+25(2) / Does she have any (other) debts? /~ELSE / Do they have any (other) debts? /~END /~ELSE / Do they have any (other) debts? /~END / /INTERVIEWER: IF R ASKS: DO NOT INCLUDE MORTGAGE ON R's HOME /^C1 / / ^B J1572 1576 1571(2.K2.K3) J1572 1571 B1571(0+"0")=PLEASE ENTER RESPONSE Q1572UB 9 Y40_1. AMOUNT IN DEBT / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / / Roughly how much in total are these debts? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B V !.A$___,___,___.!("range",1/999999999) J1573 1572 B1572(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! *******************************CALL DKDOL98************************************* J1573 1572 B1572(","."-"."+")=INVALID RESPONSE! Q1573 DK. A30 DKDOL98.VQ C1 ^1572 C2 6 J1574 1572 B1573("X")=PLEASE ENTER CORRECT AMOUNT ****************************************************************************** J1574 1576 1573(0) Q1574B 1351 Y40_2. INCLUDE DEBTS EARLIER? /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / 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 1576 1574(2.K2.K3) J1575 1574 B1574(0+"0")=PLEASE ENTER RESPONSE Q1575U Y40_3. WHERE DID YOU TELL ME / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / Where did you tell me about these debts? V M!a_! Q1576U Y41. FINISH / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / That finishes our questions. Is there anything you would like / to add to any of the subjects we've discussed? / / INTERVIEWER: PLEASE THANK THE RESPONDENT! V M!a_! Q1577U ELAPSED SECONDS - END A45 N Q1640U TIME OF DAY A17  ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- SURVEYCRAFT PROGRAM FOR MAIN CAPI (SPANISH VERSION) ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- L000 G L90 209=REFUSED L91 210=DON'T KNOW Q1U 10 CASEID A42 Q2U A35 [PgUp]=Back Up [PgDn]=Return [Ctrl End]=Suspend Q3U ELAPSED SECONDS - START A45 N Q4U CURRENT MONTH A9 Q5U CURRENT YEAR A8 Q1400PCB LANGUAGE / / / INTERVIEWER: CHOOSE LANGUAGE TO CONDUCT INTERVIEW IN. / / ^B C0 ENGLISH C1 SPANISH J1401 18 Q1401B / / / INTERVIEWER: YOU HAVE PRESSED CTRL-E TO CHANGE LANGUAGES. / / SELECT ONE: / / ^B C0 STAY WITH CURRENT LANGUAGE C1400 SELECT LANGUAGE L50 6/1399,1402/1640=1401 Q18B PREAMBLE / THIS STATEMENT MUST BE READ TO ALL RESPONDENTS: / / / Esta entrevista es absolutamente voluntaria y confidencial. Si hay alguna / pregunta que usted no quiera contestar, d¡gamelo y seguiremos con la / pregunta siguiente. Si‚ntase con entera libertad de consultar con / cualquier otra persona que tenga la informaci¢n o de usar la documentaci¢n / y notas que quiera, en cualquier momento de esta entrevista. Sus / respuestas ser n confidenciales. / / / 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 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 / HHL: RELATIONSHIPS /^C2 / ¨Qu‚ relaci¢n tiene la siguiente persona con usted? / / CODE RELATIVES OF SPOUSE/PARTNER THE SAME AS R'S RELATIVES / / ^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 C29 OTHER RELATIVE C31 ROOMMATE C32 FRIEND 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 29,4,6,31,5,32,7,8,34,9,35,10,36,11,39,12 G E1/39 J8 7 B7(0+"0")=PLEASE ENTER RESPONSE Q8B HHL_B.SEX / HHL: RELATIONSHIPS / / /~IF 6(1) / Antes de empezar la entrevista, necesito hacer la lista de las personas que / viven con usted y obtener algunos datos b sicos sobre cada una. Empecemos / por usted. / /^C1 / CODE SEX WITHOUT ASKING. IF NECESSARY, SAY: Es requisito que le pregunte / su sexo. / /~ELSE 7(2/3) / / / ¨De qu‚ sexo es su ^7? /~ELSE / / / ¨De qu‚ sexo es esa persona? /~END / / ^B C0 C1 MALE C2 FEMALE J9 8 B8(0+"0")=PLEASE ENTER RESPONSE J9 10 Q9X C1 ‚l C2 ella C3 esa persona G 1=8(1) G 2=8(2) G 3=8(N1/2) J10 13 6(G1) Q10UB 2 BMO.BIRTH MONTH / HHL: RELATIONSHIPS / / ¨Cu l es su fecha de nacimiento? (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 (1880/1998){NNNN} Q13U ASCII BIRTHDATE A12 13 11/10/12 J14 15 10(K2.K3)=:0: Q14U AGE FROM DOB A26 13 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 / HHL: RELATIONSHIPS / / / ¨O sea que usted tiene ^14 a¤os de edad? / / ^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? / HHL: RELATIONSHIPS / / /~IF 6(1) / ¨Qu‚ edad tiene usted? /~ELSE / ¨Qu‚ edad tiene (‚l/ella)? / /~IF 7(4.5.10.12.13.29.33.36.39) / (CODE LESS THAN ONE YEAR AS 1) /~END /~END / / / AGE: ^B J17 19 16(GQ17)=:/^16: J17 19 16(LEQ17)=:/^17: V (1/100){Nnn} Q17U J19 20 7(3) J19 19 20 6(GE2)+16(K3) Q19B OVER18.18 OR OVER? / HHL: RELATIONSHIPS / / / ¨(El/Ella) tiene 18 a¤os o es mayor? / / ^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)+7(N3) Q20B HHL1.MARITAL STATUS / HHL: RELATIONSHIPS / /~IF 6(1) / ¨Est  usted actualmente casado(a) o viviendo con una pareja, separado(a), / divorciado(a), viudo(a) o nunca ha estado casado(a)? /~ELSE /~IF 7(3) / ¨Est  su pareja actualmente casado(a), separado(a), divorciado(a), / viudo(a) o nunca ha estado casado(a)? /~ELSE / ¨Est  su ^7 actualmente casado(a) o viviendo con una pareja, separado(a), / divorciado(a), viudo(a) o nunca ha estado casado(a)? /~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 6(1)=:1: J21 22 7(2)+M6(1)+20(1)+1625(G0)=:/^0=1625: J21 22 7(3)+M6(1)+20(2)+1625(G0)=:/^0=1625: J21 22 7(N3)+(16(1/17).19(2)) Q21B 19 HHL2.USUALLY LIVE WITH YOU? / HHL: RELATIONSHIPS / / ¨Vive (‚l/ella) con usted generalmente? / / ^B J22 21 B21(0+"0")=PLEASE ENTER RESPONSE J22 23 6(G1) J22 23 6(1)+20(3/6.K2.K3) J22 1625 6(1)+20(2)=:1: Q22B 19 HHL2_1.SPOUSE/PARTNER LIVE WITH YOU NOW? / HHL: RELATIONSHIPS / /~IF 6(1)+20(1) / ¨Vive su esposo(a) con usted ahora? /~ELSE 6(1)+20(2) / ¨Vive su pareja con usted ahora? /~END / / ^B J1625 22 B22(0+"0")=PLEASE ENTER RESPONSE J1625 23 6(G1) Q1625B 19 HHL2.USUALLY LIVE WITH YOU? / HHL: RELATIONSHIPS / /~IF 6(1)+20(1) / ¨Vive su esposo(a) con usted generalmente? /~ELSE 6(1)+20(2) / ¨Vive su pareja con usted generalmente? /~END / / ^B J23 1625 B1625(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? / HHL: RELATIONSHIPS / / ¨Vive usted con una pareja? / / ^B J24 23 B23(0+"0")=PLEASE ENTER RESPONSE J24 25 Q24X C1 su C2 su C3 de esta persona C4 FINANCIALLY DEPENDENT C5 FINANCIALLY INDEPENDENT C6 SHARED FINANCES C7 NOT SHARED FINANCES G 1=8(1) G 2=8(2) G 3=8(N1/2) G 4/5=7(N2+N3) G 6/7=7(2.3) J25 1616 6(1) J25 1616 6(2)+7(2/3)+21(1)=:1: J25 1616 7(N3)+(16(1/17).19(2)) Q25B HHL4.FINANCIALLY DEPENDENT? / HHL: RELATIONSHIPS / /~IF 6(2)+21(N1)+7(2/3) / ¨Usted y su ^7 comparten asuntos financieros? /~ELSE 6(N2)+M7(2)+8(1)+25(N2)=MALE SPOUSE /¨Su ^7 depende de usted y de su esposo para la mayor¡a de gastos por (su /mantenimiento/el mantenimiento de esta persona) o (‚l/ella) en su mayor¡a es /independiente en sus asuntos financieros? /~ELSE 6(N2)+M7(2)+8(2)+25(N2)=FEMALE SPOUSE /¨Su ^7 depende de usted y de su esposa para la mayor¡a de gastos por (su /mantenimiento/el mantenimiento de esta persona) o (‚l/ella) en su mayor¡a es /independiente en sus asuntos financieros? /~ELSE 6(N2)+M7(3)=PARTNER /¨Su ^7 depende de usted y de su pareja para la mayor¡a de gastos por (su /mantenimiento/el mantenimiento de esta persona) o (‚l/ella) en su mayor¡a es /independiente en sus asuntos financieros? /~ELSE /¨Su ^7 depende de usted para la mayor¡a de gastos por (su mantenimiento/el /mantenimiento de esta persona) o (‚l/ella) en su mayor¡a es independiente en /sus asuntos financieros? /~END / / / ^B C0 C1 ^24(4.6) C2 ^24(5.7) J26 25 B25(0+"0")=PLEASE ENTER RESPONSE J1616 26 25(1)=:DEPENDENT: J1616 26 25(2)=:INDEPENDENT: J1616 26 Q1616U 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? / HHL: RELATIONSHIPS / / / ¨Alguien m s vive con usted? / / ^B J6 26 B26(0+"0")=PLEASE ENTER RESPONSE J6 27 26(2.K2.K3) R6 26 Q27B HH LIST. / HHL: RELATIONSHIPS / / RELATIONSHIP SEX AGE MARITAL LIVE HERE FINANCIALLY / / '^7M6(G0)’14( '^8’6( '^16’4( '^20’14( '^21’11( '^1616’13( / / / / ^B C1 CONTINUE C2 ADD MORE J28 26 B27(2)=CHANGE ANSWER TO 'YES' TO ADD MORE J28 29 M6(1)+20(1)+22(1)=:1: J28 29 M7(2)+21(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: J28g 29 M7(2)+25(2)=:22: J28 29 V B 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 / / / Le voy a hacer preguntas sobre varios tipos de asuntos fiancieros en el / hogar durante esta entrevista. / / (IF MORE THAN ONE PERSON LISTED BELOW HAVE RESPONDENT WRITE THE / NAMES ON THE BOTTOM OF THE INSTITUTION CARD AND READ: A medida que hagamos / la entrevista, esta tarjeta le servir  para recordar a qu‚ personas nos / estamos refiriendo cuando decimos su "familia que vive aqu¡".) (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 Q32B A1.EXPECTATIONS FOR ECONOMY / A: ATTITUDES & FINANCIAL INSTITUTIONS / / Me gustar¡a empezar esta entrevista con preguntas acerca de sus / expectativas para el futuro. En los pr¢ximos cinco a¤os, ¨cree usted que, / en conjunto, la econom¡a de los Estados Unidos va a funcionar mejor, peor o / m s o menos igual que en los £ltimos cinco a¤os? / / / ^B C0 C1 Mejor C2 Peor C3 M s o menos igual J33 32 B32(0+"0")=PLEASE ENTER RESPONSE Q33B A2.INTEREST RATES HIGHER/LOWER / A: ATTITUDES & FINANCIAL INSTITUTIONS / / Dentro de cinco a¤os, ¨cree usted que las tasas de inter‚s van a ser m s / altas, m s bajas o m s o menos iguales que las de hoy? / / ^B C0 C1 M s altas C2 M s bajas C3 M s o menos iguales J34 33 B33(0+"0")=PLEASE ENTER RESPONSE Q34B A3.SHOPPING /QxQ A: ATTITUDES & FINANCIAL INSTITUTIONS / (SHOW CARD 1) / Cuando algunas personas toman decisiones importantes sobre cr‚ditos / o pr‚stamos, averiguan los mejores t‚rminos o condiciones mientras que / otras no lo hacen. /~IF 0A(LE1)=6AM25(N2)= / ¨En qu‚ n£mero estar¡a usted en la siguiente escala? /~ELSE / ¨En qu‚ n£mero estar¡a su familia en la siguiente escala? /~END / IF R SAYS "I DON'T BORROW", SAY: ¨Qu‚ hizo la £ltima vez que tom¢ un /pr‚stamo? / / / ^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 y su esposo C2 y su esposa C3 y su pareja C4 o su esposo C5 o su esposa C6 o su pareja C7 esposo C8 esposa C9 pareja C10 ‚l C11 ella C12 su C13 su 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 / (SHOW CARD 2) A: ATTITUDES & FINANCIAL INSTITUTIONS /~IF M7(2/3)+25(1) /¨Qu‚ clase de informaci¢n usa usted (y su esposo/y su esposa/y su pareja) para /tomar decisiones sobre cr‚ditos o pr‚stamos? /~ELSE /¨Qu‚ clase de informaci¢n usa usted para tomar decisiones sobre cr‚ditos /o pr‚stamos? /~END /(¨Averigua(n) por tel‚fono, lee(n) peri¢dicos, revistas, material que /reciben por correo, usan la informaci¢n en la televisi¢n, la radio, en alg£n /servicio a trav‚s de la computadora o en avisos? Recibe(n) asesoramiento de /alg£n amigo, pariente, abogado, contador, banquero, agente comercial o de /bolsa, o de un planificador financiero? ¨O hace(n) alguna otra cosa? / C1 CALL AROUND C2 MAGAZINES/NEWSPAPERS C3 MATERIAL IN THE MAIL C4 TELEVISION/RADIO C5 ONLINE SERVICE/INTERNET C6 ADVERTISEMENTS C7 FRIEND/RELATIVE C8 LAWYER C9 ACCOUNTANT C10 BANKER C11 BROKER C12 FINANCIAL PLANNER C13 SELF C14 NEVER BORROW C15 OTHER J37 37 38 36(15) Q37U A3_1V.SPECIFY / A: ATTITUDES & FINANCIAL INSTITUTIONS / / PLEASE SPECIFY. V M!a_! Q38B 34 A4.PAST 5 YEARS INCOME VS PRICES /QxQ A: ATTITUDES & FINANCIAL INSTITUTIONS / (SHOW CARD 1) / Cuando algunas personas toman decisiones importantes sobre ahorros e / inversiones, averiguan los mejores t‚rminos o condiciones mientras que otras / no lo hacen. /~IF 0A(LE1)=6AM25(N2)= / ¨En qu‚ n£mero estar¡a usted en la escala? /~ELSE / ¨En qu‚ n£mero estar¡a su familia en la escala? /~END / / ^B J39 38 B38(0+"0")=PLEASE ENTER RESPONSE Q39MC A4_1.HOW MAKE INVESTMENT DECISIONS? / (SHOW CARD 2) A: ATTITUDES & FINANCIAL INSTITUTIONS /~IF M7(2/3)+25(1) /¨C¢mo hace usted (y su esposo/y su esposa/y su pareja) para tomar decisiones /sobre ahorros e inversiones? / /~ELSE /¨C¢mo hace usted para tomar decisiones sobre ahorros e inversiones? /~END /(¨Averigua(n) por tel‚fono, lee(n) peri¢dicos, revistas, material que /reciben por correo, usan la informaci¢n en la televisi¢n, la radio, en alg£n /servicio a trav‚s de la computadora o en avisos? Recibe(n) asesor¡a de alg£n /amigo, pariente, abogado, contador, banquero, agente comercial o de bolsa, o /de un planificador financiero? ¨O hace(n) alguna otra cosa?) C1 CALL AROUND C2 MAGAZINES/NEWSPAPERS C3 MATERIAL IN THE MAIL C4 TELEVISION/RADIO C5 ONLINE SERVICE/INTERNET C6 ADVERTISEMENTS C7 FRIEND/RELATIVE C8 LAWYER C9 ACCOUNTANT C10 BANKER C11 BROKER C12 FINANCIAL PLANNER C13 SELF C14 DO NOT SAVE/INVEST C15 OTHER J40 40 41 39(15) Q40U A4_1V.SPECIFY / A: ATTITUDES & FINANCIAL INSTITUTIONS / / PLEASE SPECIFY. V M!a_! Q41B A5.ONE OR # OF INSTITUTIONS /QxQ A: ATTITUDES & FINANCIAL INSTITUTIONS / / Las siguientes preguntas son acerca de las instituciones financieras con / las que usted trata. / /~IF 0A(LE1)=6AM25(N2)= / ¨En cu ntas instituciones financieras tiene usted actualmente cuentas / o pr‚stamos o trata con regularidad asuntos financieros personales? / Tome en cuenta bancos, instituciones de ahorro y pr‚stamo, cooperativas / de cr‚dito, agentes de bolsa, compa¤¡as de pr‚stamos y dem s, pero no / cuente instituciones con las que s¢lo tiene tarjetas de cr‚dito o cuentas / relacionadas con sus negocios. /~ELSE / ¨En cu ntas instituciones financieras tienen actualmente usted y su familia / que vive aqu¡ cuentas o pr‚stamos o tratan con regularidad asuntos / financieros personales? / Tome en cuenta bancos, instituciones de ahorro y pr‚stamo, cooperativas / de cr‚dito, agentes de bolsa, compa¤¡as de pr‚stamos y dem s, pero no / cuente instituciones con las que s¢lo tienen tarjetas de cr‚dito o cuentas / relacionadas con sus negocios. /~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.K2.K3) Q42UB 2 A5A.# OF INSTITUTIONS / A: ATTITUDES & FINANCIAL INSTITUTIONS / / / / ENTER NUMBER: ^B V !U__!(1/99) Q43S C1 C2 segunda C3 tercera C4 cuarta C5 quinta C6 sexta J44 45 41(4.K2) Q44UB 40 A5_1.INSTITUTION NAME /QxQ A: ATTITUDES & FINANCIAL INSTITUTIONS /INSTITUTION ^43 /~IF 42(1) / / / ¨C¢mo se llama esta instituci¢n financiera? /~ELSE 42(N1) / / /~IF 0A(LE1)=6AM25(N2)= / ¨C¢mo se llama la instituci¢n financiera en la que usted hace la ^43 mayor¡a /de sus negocios? / /~ELSE / ¨C¢mo se llama la instituci¢n financiera en la que usted y su familia / que vive aqu¡ hace la ^43 mayor¡a de sus negocios? /~END / /~END / /^C1 / ^B J45 46 44V(G0)+44(A+NK2+NK3)=:/^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)=::: V M Q45U A5_1.INSTITUTION NAME A0 N J46 44 B44(A)+44V(L1)+44(NK2+NK3)=PLEASE ENTER RESPONSE J46 43 43(LQ42).43(6) J46 43 M46(1.K2.K3) J46 43 41(4.K2) V M Q46B A5_9.ANOTHER INSTITUTION? / A: ATTITUDES & FINANCIAL INSTITUTIONS / / /~IF 41(3)+0A(LE1)=6AM25(N2)= / ¨Hay alguna otra instituci¢n con la que usted trata regularmente sus /negocios personales? /~ELSE 41(3)+0A(G1)=6AM25(N2)= / ¨Hay alguna otra instituci¢n con la que usted y su familia que vive aqu¡ / tratan regularmente sus negocios personales? /~ELSE 0A(LE1)=6AM25(N2)= / ¨Ha incluido usted todas sus cuentas? /~ELSE / ¨Ha incluido usted las cuentas de todas las personas en su hogar? /~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 Q47S C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= J48 47 M43(Q47)+45("<") J48 47 41(4.K2) Q48B A6.TYPE OF INSTITUTION /QxQ A: ATTITUDES & FINANCIAL INSTITUTIONS / ^47 / / (SHOW CARD 3) / About ^47, / ¨Qu‚ tipo de instituci¢n es ‚sta? (¨Es un banco comercial, una instituci¢n / de ahorro y pr‚stamos o un banco de ahorros, una cooperativa de cr‚dito, / una compa¤¡a financiera o de pr‚stamos, un agente de bolsa u otro tipo de / instituci¢n?) / / / ^B C0 C11 COMMERCIAL BANK C12 SAVINGS AND LOAN OR SAVINGS BANK C13 CREDIT UNION C14 FINANCE OR LOAN COMPANY C16 BROKERAGE C22 OTHER J49 48 B48(0+"0")=PLEASE ENTER RESPONSE J49 50 48(N22) Q49U A6V.SPECIFY / A: ATTITUDES & FINANCIAL INSTITUTIONS / / PLEASE SPECIFY. V M!a_! Q50MC A7.HOW DO BUSINESS WITH INSTITUTION /QxQ A: ATTITUDES & FINANCIAL INSTITUTIONS /^47 / (SHOW CARD 4) /~IF 0A(LE1)=6AM25(N2)= /¨Cu l es la manera principal en que usted hace transacciones con esta /instituci¢n [-con cheques, por ATM (cajero autom tico), en persona, por /correo, por tel‚fono: hablando con una persona o usando el servicio de tel‚fono /de marcar a presi¢n, depositando o sacando dinero directamente, por computadora /o servicio de "online", por medio de otra transferencia electr¢nica, o de /alg£n otro modo]? (Por favor empiece con la manera m s importante.) /~ELSE /¨Cu l es la manera principal en que su familia hace transacciones con esta /instituci¢n [-con cheques, por ATM (cajero autom tico), en persona, por /correo, por tel‚fono: hablando con una persona o usando el servicio de tel‚fono /de tacto, depositando o sacando dinero directamente, por computadora /o servicio "online", por medio de otra transferencia electr¢nica, o de alg£n /otro modo]? (Por favor empiece con la manera m s importante.) /~END C1 CHECK C2 CASH MACHINE/ATM C3 IN PERSON C4 MAIL C5 PHONE - TALKING C6 PHONE - USING TOUCHTONE SERVICE C7 DIRECT DEPOSIT C8 DIRECT WITHDRAWAL/PAYMENT C9 COMPUTER/INTERNET/ONLINE SERVICE C10 OTHER ELECTRONIC TRANSFER C11 OTHER C12 DON'T DO REGULAR BUSINESS J51 51 1613 50(11) Q51U A7V.SPECIFY / A: ATTITUDES & FINANCIAL INSTITUTIONS / / PLEASE SPECIFY. J1613 52 47(G0)=:/^50: V M!a_! Q1613U 10 Q52B A8.INSTITUTION DISTANCE-CODED /QxQ A: ATTITUDES & FINANCIAL INSTITUTIONS / /^47 / ¨M s o menos, a cu ntas millas est  la oficina o el ATM (cajero autom tico) / de esta instituci¢n de la casa o lugar de trabajo de la persona que lo usa / HOME OR WORKPLACE. (¨Es m s de 50 millas?) / / ^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 TOLL-FREE PHONE C7 LOCAL POST BOX C8 INTERNET/ONLINE SERVICE G 0,1,2,5,4,6/8,3 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+NK2+NK3)=PLEASE ENTER MILES J55 47 47(6) J55 47 0A(GQ47)=43AM45(N"<")= Q55B 21 A9.ANY OTHER INSTITUTIONS? / A: ATTITUDES & FINANCIAL INSTITUTIONS / / / ¨Tiene alguna otra instituci¢n financiera de la que no hemos / hablado todav¡a? / / ^B J56 55 B55(0+"0")=PLEASE ENTER RESPONSE J56 56 0(G0)=47+1X J56 47 55(2.K2.K3) Q56B / A: ATTITUDES & FINANCIAL INSTITUTIONS / / INSTITUTIONS ALREADY LISTED: / '^45M45(N"<")’31( / / ENTER NAME(S) OF NEW INSTITUTION(S): / '^E45M43(Q0)’57( / / / / / ^B C1 PRESS ENTER TO CONTINUE J47 56 B55(1)+M43(Q0)+45("<")=AN INSTITUTION NAME MUST BE ENTE /RED! R47 56 Q57B INSTITUTIONS. / A: ATTITUDES & FINANCIAL INSTITUTIONS / /INSTITUTION TYPE METHOD DISTANCE MILES / /'^45M47(G0)+48(A)’19( '^48’17( '^1613’10( '^52’12( '^53’6( / / / / / / / / / ^B C1 CONTINUE C2 ADD MORE G 1 G 2=47(L6) J58 55 B57(2)=CHANGE ANSWER TO 'YES' TO ADD MORE J58 71 M50(2)=:1: J58 71 41(4) V B Q58B 21 A5_10.CASH CARD? / A: ATTITUDES & FINANCIAL INSTITUTIONS / /~IF 0A(LE1)=6AM25(N2)= /~IF 0A(1)=43AM45(N"<")= / ¨Tiene usted una tarjeta que le permite depositar o sacar dinero de esta / instituci¢n usando un cajero autom tico? /~ELSE / ¨Tiene usted una tarjeta que le permite depositar o sacar dinero de alguna / de estas instituciones usando un cajero autom tico? /~END / /~ELSE /~IF 0A(1)=43AM45(N"<")= / ¨Usted o su familia que vive aqu¡ tiene una tarjeta que le permite / depositar o sacar dinero de esta instituci¢n usando un cajero autom tico? /~ELSE / ¨Usted o su familia que vive aqu¡ tiene una tarjeta que le permite / depositar o sacar dinero de alguna de estas instituciones usando un cajero / autom tico? /~END / /~END / / ^B J71 58 B58(0+"0")=PLEASE ENTER RESPONSE J71 755 42(0+"0") Q71B 19 A5_10_1.DEBIT CARDS? /QxQ A: ATTITUDES & FINANCIAL INSTITUTIONS / / Una tarjeta de d‚bito es una tarjeta que usted la presenta cuando compra /cosas y autom ticamente se deduce la cantidad de la compra del dinero que se /tiene en una cuenta. / /~IF 0A(LE1)=6AM25(N2)= / ¨Usa usted alguna tarjeta de d‚bito? /~ELSE / ¨Su familia usa alguna tarjeta de d‚bito? /~END / / / ^B J72 71 B71(0+"0")=PLEASE ENTER RESPONSE J72 73 M50(7)=:1: Q72B 19 A5_10_2.DIRECT DEPOSIT? / A: ATTITUDES & FINANCIAL INSTITUTIONS / /Algunas personas hacen que sus cheques de pago, sus beneficios del seguro /social, o otro dinero se pongan autom ticamente de forma directa en sus /cuentas. / /~IF 0A(LE1)=6AM25(N2)= /~IF 0A(1)=43AM45(N"<")= / ¨Tiene usted alg£n dinero que se deposite directamente a su cuenta? /~ELSE / ¨Tiene usted alg£n dinero que se deposite directamente a alguna de sus /cuentas? /~END /~ELSE /~IF 0A(1)=43AM45(N"<")= / ¨Usted o alguien de su familia que vive aqu¡ tiene alg£n dinero que se / deposite directamente a la cuenta de su familia? /~ELSE / ¨Usted o alguien de su familia que vive aqu¡ tiene alg£n dinero que se / deposite directamente a alguna de las cuentas de su familia? /~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 / A: ATTITUDES & FINANCIAL INSTITUTIONS / /~IF M50(7) /~IF 0A(LE1)=6AM25(N2)= / Usted dijo antes en la entrevista que usa dep¢sitos directos. ¨Qu‚ tipo de /dep¢sitos son esos: cheques de pago, beneficios del seguro social u otro tipo /de dep¢sitos? /~ELSE / Usted dijo antes en la entrevista que usted y su familia que vive aqu¡ usa /dep¢sitos directos. ¨Qu‚ tipo de dep¢sitos son esos: cheques de pago, /beneficios del seguro social u otro tipo de dep¢sitos? /~END /~ELSE / ¨Qu‚ tipo de dep¢sitos son esos? /~END / C1 PAYCHECK C2 SOCIAL SECURITY C3 OTHER C10 G 1/3 J74 74 75 73(3) Q74U A5_10_3V.SPECIFY / A: ATTITUDES & FINANCIAL INSTITUTIONS / PLEASE SPECIFY. J75 487 M50(8)=:1: V M!a_! Q75B 19 A5_10_4.AUTOMATIC PAYMENTS? / A: ATTITUDES & FINANCIAL INSTITUTIONS / / Algunas personas hacen que los pagos de su hipoteca o alquiler, cuentas del /seguro o cuentas de pagos por luz, gas y agua, u otros pagos sean deducidos /autom ticamente de sus cuentas sin tener que hacer un cheque. / /~IF 0A(LE1)=6AM25(N2)= / ¨Hace usted alg£n pago de esa manera? /~ELSE / ¨Usted y su familia que vive aqu¡ hacen alg£n pago de esa manera? /~END / / ^B J487 75 B75(0+"0")=PLEASE ENTER RESPONSE J487 755 75(N1) Q487MC A5_10_5.SORTS OF PAYMENTS / A: ATTITUDES & FINANCIAL INSTITUTIONS / /~IF M50(8) /~IF 0A(LE1)=6AM25(N2)= / Usted dijo antes en la entrevista que usa pagos directos. ¨Qu‚ tipos de pagos /autom ticos son esos: cuentas por luz, gas y agua , pagos de hipoteca o /alquiler o alg£n otro pago que se hace directamente de una cuenta sin que se /tenga que hacer un cheque? /~ELSE / Usted dijo antes en la entrevista que usted y su familia que vive aqu¡ usa /pagos directos. ¨Qu‚ tipos de pagos autom ticos son esos: cuentas por luz, gas /y agua, pagos de hipoteca o alquiler o alg£n otro pago que se hace directamente /de una cuenta sin que se tenga que hacer un cheque? /~END /~ELSE / ¨Qu‚ tipo de pagos son esos? /~END / C1 UTILITY BILLS C2 MORTGAGE/RENT C3 INSURANCE C4 OTHER C10 G 1/4 J498 498 755 487(4) Q498U A5_10_5V.SPECIFY / A: ATTITUDES & FINANCIAL INSTITUTIONS / PLEASE SPECIFY. V M!a_! Q755B 19 A5_10_6.SMART CARDS /QxQ A: ATTITUDES & FINANCIAL INSTITUTIONS / / / Una tarjeta electr¢nica ('smart card') es un tipo de tarjeta de pago que /contiene un microchip programado para mantener una suma de dinero. A medida que /se usa la tarjeta, las compras se van deduciendo de esa suma de dinero. / /~IF 0A(LE1)=6AM25(N2)= / ¨Tiene usted alguna tarjeta de ese tipo que puede usar para hacer diferentes /compras? /~ELSE / ¨Tiene usted o alguien en su familia que vive aqu¡ alguna tarjeta de ese /tipo que puede usar para hacer diferentes compras? /~END / / ^B J60 755 B755(0+"0")=PLEASE ENTER RESPONSE Q60B B1.BUY ON INSTALLMENT /QxQ B: CREDIT ATTITUDES AND CREDIT CARDS /^C1 / Ahora voy a hacerle algunas preguntas sobre lo que usted piensa acerca de / los cr‚ditos. En general, ¨piensa usted que hacer compras a plazos es / buena idea o mala idea? / / ^B C0 C1 Buena idea C2 GOOD IN SOME WAYS, BAD IN OTHERS C3 Mala idea J61 60 B60(0+"0")=PLEASE ENTER RESPONSE V B Q61S C1 primero, para pagar los gastos de un viaje de vacacion /es? C2 luego, para cubrir sus gastos diarios cuando sus ingre /sos disminuyen? C3 luego, para financiar la compra de un abrigo de pieles / o joyas? C4 luego, para financiar la compra de un autom¢vil? C5 finalmente, para cubrir gastos en educaci¢n? Q62B 19 B2.ALL RIGHT TO BORROW FOR...? /QxQ B: CREDIT ATTITUDES AND CREDIT CARDS /~IF 61(1) / / La gente tiene muchas razones diferentes para pedir prestado dinero y / luego ir devolvi‚ndolo durante cierto per¡odo de tiempo. Para cada una de / las razones que vaya leyendo, d¡game, por favor, si le parece bien que una / persona como usted pida dinero prestado... /~END / / ^61 / / ^B R61 62 J63 62 B62(0+"0")=PLEASE ENTER RESPONSE Q63B 19 B2_6.APPLIED FOR CREDIT/LOAN IN LAST 5 YRS? / B: CREDIT ATTITUDES AND CREDIT CARDS / /~IF M7(2/3)+25(1) /En los £ltimos cinco a¤os, ¨usted (y su esposo/y su esposa/y su pareja) han /solicitado alg£n tipo de cr‚dito o pr‚stamo? /~ELSE /En los £ltimos cinco a¤os, ¨ha solicitado usted alg£n tipo de cr‚dito o /pr‚stamo? /~END / / INCLUDE PRE-APPROVED CREDIT THAT R ACCEPTED / / ^B J64 63 B63(0+"0")=PLEASE ENTER RESPONSE J64 69 63(A+N1) Q64B B3.TURNED DOWN IN LAST 5 YRS? / B: CREDIT ATTITUDES AND CREDIT CARDS / /~IF M7(2/3)+25(1) / En los £ltimos cinco a¤os, ¨le ha negado alguna instituci¢n de cr‚dito / una solicitud de cr‚dito hecha por usted (o por su esposo/ o por su esposa/ o /por su pareja) o le han dado menos cr‚dito del que hab¡a pedido? /~ELSE / En los £ltimos cinco a¤os, ¨le ha negado alguna instituci¢n de cr‚dito / una solicitud de cr‚dito hecha por usted o le han dado menos cr‚dito del que /hab¡a pedido? /~END / (PROBE: Se lo negaron o le dieron menos cr‚dito del que hab¡a pedido? / IF TURNED DOWN AND NOT AS MUCH CREDIT, ASK WHICH IS MORE RECENT / / ^B C0 C1 S¡, negaron cr‚dito C2 S¡, dieron menos cr‚dito C3 No J65 64 B64(0+"0")=PLEASE ENTER RESPONSE J65 69 64(N1/2) Q65B 19 B3_1.OBTAIN FULL AMOUNT? / B: CREDIT ATTITUDES AND CREDIT CARDS / /~IF M7(2/3)+25(1) / ¨Pudo obtener despu‚s la cantidad total que usted (o su esposo/ o su esposa/ /o su pareja) hab¡a pedido antes, ya sea volviendo a solicitar a la misma /instituci¢n o a otra? /~ELSE / ¨Pudo obtener despu‚s la cantidad total que usted hab¡a pedido antes, ya sea /volviendo a solicitar a la misma instituci¢n o a otra? /~END / / ^B C3 No volvi¢ a solicitar J66 65 B65(0+"0")=PLEASE ENTER RESPONSE Q66U B3_2.REASONS FOR BEING TURNED DOWN / B: CREDIT ATTITUDES AND CREDIT CARDS / /~IF M7(2/3)+25(1) / La £ltima vez que lo solicit¢, ¨qu‚ razones le dieron a usted (o a su esposo/ /o a su esposa/ o a su pareja) /~IF 64(1) / para negarle el cr‚dito que hab¡a pedido? /~ELSE / para darle menos cr‚dito del que hab¡a pedido? /~END /~ELSE / La £ltima vez que lo solicit¢, ¨qu‚ razones le dieron /~IF 64(1) / para negarle el cr‚dito que hab¡a pedido? /~ELSE / para darle menos cr‚dito del que hab¡a pedido? /~END /~END V M!a_! Q67B B3_3.TYPE OF CREDIT APPLIED FOR / B: CREDIT ATTITUDES AND CREDIT CARDS /^C1 / ¨Qu‚ tipo de cr‚dito pidi¢? / / ^B C0 C1 Hipoteca C2 Pr‚stamo para autom¢vil C3 Otro pr‚stamo a plazos C4 Tarjeta de cr‚dito C5 L¡nea de cr‚dito C6 Otro J68 67 B67(0+"0")=PLEASE ENTER RESPONSE J68 69 67(N6) Q68U B3_3V.SPECIFY / B: CREDIT ATTITUDES AND CREDIT CARDS / PLEASE SPECIFY. V M!a_! Q69B 19 B3_4.THOUGHT MIGHT BE TURNED DOWN / B: CREDIT ATTITUDES AND CREDIT CARDS / /~IF M7(2/3)+25(1) / ¨Alguna vez en los £ltimos cinco a¤os pens¢ usted (o su esposo/o su esposa/ o /su pareja) en pedir un cr‚dito en un lugar determinado pero luego cambi¢ de /opini¢n porque pens¢ que se lo pod¡an negar? /~ELSE / ¨Alguna vez en los £ltimos cinco a¤os pens¢ usted / en pedir un cr‚dito en un lugar determinado pero luego cambi¢ de opini¢n / porque pens¢ que se lo pod¡an negar? /~END / / ^B J70 69 B69(0+"0")=PLEASE ENTER RESPONSE J70 76 69(A+N1) Q70U B3_5.WHY MIGHT BE TURNED DOWN? / B: CREDIT ATTITUDES AND CREDIT CARDS / /~IF M7(2/3)+25(1) / La £ltima vez que sucedi¢ esto, ¨por qu‚ pens¢ usted (o su esposo/ o su /esposa/ o su pareja) que se lo podr¡an negar? /~ELSE / La £ltima vez que sucedi¢ esto, ¨por qu‚ pens¢ usted que se lo podr¡an negar? /~END V M!a_! Q76B 19 B5.DO YOU HAVE ANY CREDIT CARDS? / B: CREDIT ATTITUDES AND CREDIT CARDS /^C1 /~IF 0A(LE1)=6AM25(N2)= / A continuaci¢n voy a hacerle algunas preguntas sobre tarjetas de cr‚dito. /¨Tiene usted alguna tarjeta de cr‚dito? / (Por favor no incluya tarjetas de d‚bito.) /~ELSE / A continuaci¢n voy a hacerle algunas preguntas sobre tarjetas de cr‚dito. /¨Tiene usted o alguien en su familia que vive aqu¡ alguna tarjeta de cr‚dito? / (Por favor no incluya tarjetas de d‚bito.) /~END / / ^B J77 76 B76(0+"0")=PLEASE ENTER RESPONSE J77 91 76(2.K2.K3) Q77S C1 Tarjeta Visa, Mastercard, Discover, u Optima C2 Tarjeta Macy's, Sears, Wal-Mart, muebles, ropa y de ot /ros almacenes C3 Tarjeta para gasolina tales como Shell, Exxon, BP, Tex /aco, o Amoco C4 Tarjeta American Express, Diners Club, o Carte Blanche C5 Tarjeta de l¡nea a‚rea, renta de autos u otra Q78B 19 B6.DO YOU HAVE ANY (TYPE) CARDS? /QxQ B: CREDIT ATTITUDES AND CREDIT CARDS / (SHOW CARD 5) / /~IF 0A(LE1)=6AM25(N2)= / ¨Tiene usted alg£n tipo de /~ELSE / ¨Usted y su familia que vive aqu¡ tienen alg£n tipo de /~END / ^77? / / ^B J79 78 B78(0+"0")=PLEASE ENTER RESPONSE J79 77 78(A+N1) Q79UB 2 B6_1.# OF (TYPE) CARDS / B: CREDIT ATTITUDES AND CREDIT CARDS /~IF 77(1) / CARD(S): VISA, MASTERCARD, DISCOVER, OR OPTIMA CARDS /~ELSE 77(2) / CARD(S): MACY'S, SEARS, WAL-MART, FURNITURE, CLOTHING AND OTHER STORE CARDS /~ELSE 77(3) / CARD(S): GASOLINE CARDS SUCH AS SHELL, EXXON, BP, TEXACO, or AMOCO /~ELSE 77(4) / CARD(S): AMERICAN EXPRESS, DINERS CLUB, OR CARTE BLANCHE CARDS /~ELSE 77(5) / CARD(S): AIRLINE, CAR RENTAL, OR OTHER CARDS /~END / / ¨Cu ntas? / / (Por favor no cuente las tarjetas duplicadas que correspondan a una misma /cuenta, ni cuente las tarjetas de las cuentas de negocios o /compa¤¡as/sociedades.) / / / # OF ACCOUNTS: ^B V !U__!(1/99) Q80UB 6 B7.AMOUNT OF NEW CHARGES / B: CREDIT ATTITUDES AND CREDIT CARDS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 77(1) / CARD(S): VISA, MASTERCARD, DISCOVER, OR OPTIMA CARDS /~ELSE 77(2) / CARD(S): MACY'S, SEARS, WAL-MART, FURNITURE, CLOTHING AND OTHER STORE CARDS /~ELSE 77(3) / CARD(S): GASOLINE CARDS SUCH AS SHELL, EXXON, BP, TEXACO, or AMOCO /~ELSE 77(4) / CARD(S): AMERICAN EXPRESS, DINERS CLUB, OR CARTE BLANCHE CARDS /~ELSE 77(5) / CARD(S): AIRLINE, CAR RENTAL, OR OTHER CARDS /~END / /~IF 79(G1.K2.K3) / En su £ltimo estado de cuenta, ¨m s o menos cu nto dinero correspond¡a a / nuevos cargos hechos a estas cuentas? /~ELSE / En su £ltimo estado de cuenta, ¨m s o menos cu nto dinero correspond¡a a / nuevos cargos hechos a esta cuenta? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J81 80 B80(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS [ /F2] AGAIN AND DELETE COMMENT! J81 82 80(0+"0") J81 80 B80(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range",0/999999) Q81 DK. A30 DKDOL98.VQ C1 ^80 C2 8 J82 80 B81("X")=PLEASE ENTER CORRECT AMOUNT Q82UB 6 B8.BALANCE STILL OWED /QxQ B: CREDIT ATTITUDES AND CREDIT CARDS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 77(1) / CARD(S): VISA, MASTERCARD, DISCOVER, OR OPTIMA CARDS /~ELSE 77(2) / CARD(S): MACY'S, SEARS, WAL-MART, FURNITURE, CLOTHING AND OTHER STORE CARDS /~ELSE 77(3) / CARD(S): GASOLINE CARDS SUCH AS SHELL, EXXON, BP, TEXACO, or AMOCO /~ELSE 77(4) / CARD(S): AMERICAN EXPRESS, DINERS CLUB, OR CARTE BLANCHE CARDS /~ELSE 77(5) / CARD(S): AIRLINE, CAR RENTAL, OR OTHER CARDS /~END / /~IF 79(G1.K2.K3) / Despu‚s de los £ltimos pagos a estas cuentas, ¨m s o menos qu‚ saldo / se segu¡a debiendo en estas cuentas? /~ELSE / Despu‚s del £ltimo pago a esta cuenta, ¨m s o menos qu‚ saldo / se segu¡a debiendo en esta cuenta? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J83 82 B82(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS [ /F2] AGAIN AND DELETE COMMENT! J83 84 82(0+"0") J83 82 B82(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range",0/999999) Q83 DK. A30 DKDOL98.VQ C1 ^82 C2 7 J84 82 B83("X")=PLEASE ENTER CORRECT AMOUNT J84 77 77(G1) Q84UB 6 B9.CREDIT LIMIT / B: CREDIT ATTITUDES AND CREDIT CARDS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 77(1) / CARD(S): VISA, MASTERCARD, DISCOVER, OR OPTIMA CARDS /~ELSE 77(2) / CARD(S): MACY'S, SEARS, WAL-MART, FURNITURE, CLOTHING AND OTHER STORE CARDS /~ELSE 77(3) / CARD(S): GASOLINE CARDS SUCH AS SHELL, EXXON, BP, TEXACO, or AMOCO /~ELSE 77(4) / CARD(S): AMERICAN EXPRESS, DINERS CLUB, OR CARTE BLANCHE CARDS /~ELSE 77(5) / CARD(S): AIRLINE, CAR RENTAL, OR OTHER CARDS /~END / /~IF 79(G1.K2.K3) / ¨Hasta cu nto podr¡a tomar prestado de todas estas cuentas; / es decir, cu l es su l¡mite de cr‚dito total? /~ELSE / ¨Hasta cu nto podr¡a tomar prestado de esta cuenta; / es decir, cu l es su l¡mite de cr‚dito total? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J85 84 B84(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS [ /F2] AGAIN AND DELETE COMMENT! J85 84 B84(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range",1/999999) Q85 DK. A30 DKDOL98.VQ C1 ^84 C2 6 J86 84 B85("X")=PLEASE ENTER CORRECT AMOUNT Q86UB B9_1.INTEREST ON CARD W/LARGEST BALANCE / B: CREDIT ATTITUDES AND CREDIT CARDS /~IF 77(1) / CARD(S): VISA, MASTERCARD, DISCOVER, OR OPTIMA CARDS /~ELSE 77(2) / CARD(S): MACY'S, SEARS, WAL-MART, FURNITURE, CLOTHING AND OTHER STORE CARDS /~ELSE 77(3) / CARD(S): GASOLINE CARDS SUCH AS SHELL, EXXON, BP, TEXACO, or AMOCO /~ELSE 77(4) / CARD(S): AMERICAN EXPRESS, DINERS CLUB, OR CARTE BLANCHE CARDS /~ELSE 77(5) / CARD(S): AIRLINE, CAR RENTAL, OR OTHER CARDS /~END / /~IF 79(G1.K2.K3)+83(G0) / ¨Cu l es la tasa de inter‚s que paga en la tarjeta donde usted tiene / el saldo m s alto? /~ELSE 79(G1.K2.K3)+83(0) / ¨Cu l es la tasa de inter‚s en la £ltima tarjeta que adquiri¢? /~ELSE 79(1) / ¨Qu‚ tasa de inter‚s paga en esta tarjeta? /~END / / / ^B% V !.U__._!(1/100) Q88MC B10.INSTITUTION /QxQ B: CREDIT ATTITUDES AND CREDIT CARDS /~IF 77(1) / CARD(S): VISA, MASTERCARD, DISCOVER, OR OPTIMA CARDS /~ELSE 77(2) / CARD(S): MACY'S, SEARS, WAL-MART, FURNITURE, CLOTHING AND OTHER STORE CARDS /~ELSE 77(3) / CARD(S): GASOLINE CARDS SUCH AS SHELL, EXXON, BP, TEXACO, or AMOCO /~ELSE 77(4) / CARD(S): AMERICAN EXPRESS, DINERS CLUB, OR CARTE BLANCHE CARDS /~ELSE 77(5) / CARD(S): AIRLINE, CAR RENTAL, OR OTHER CARDS /~END /~IF 79(G1.K2.K3) / Por favor mire a la Tarjeta de Instituciones. ¨Estas tarjetas de cr‚dito / pertenencen a alguna de las instituciones en la Tarjeta de Instituciones / o a otra instituci¢n? /~ELSE / Por favor mire a la Tarjeta de Instituciones. ¨Esta tarjeta de cr‚dito / pertenence a alguna de las instituciones en la Tarjeta de Instituciones / o a otra instituci¢n? /~END /^C2 IF INSTITUTIONS CARD: ¨De qu‚ instituci¢n? /~IF M45("<") / IF "SOMEPLACE ELSE": ¨Cu l instituci¢n es esa? /~ELSE / IF "SOMEPLACE ELSE": ¨Qu‚ tipo de instituci¢n es? /~END C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= C11 COMMERCIAL BANK C12 S&L/SAVINGS BANK C13 CREDIT UNION C15 STORE OR OTHER BUSINESS C22 OTHER C51 AMERICAN EXPRESS(OPTIMA) C52 GASOLINE COMPANY C54 MEMBERSHIP ORG. C55 DISCOVER/NOVUS G '<1/6(=M43('<1/6()+45(N"<") G 11/15,51/52,55,54,22 J89 88 B0(GQ79)+79(G0)=88U(1/54)==# OF INST. SHOULD NOT EXCEED / # OF CARDS! J89 89 77 88(22) Q89U B10V.SPECIFY / B: CREDIT ATTITUDES AND CREDIT CARDS / / PLEASE SPECIFY. R77 89 J90 90 91 M77(L3)+78(1) V M!a_! Q90B B12.HOW OFTEN PAY TOTAL BALANCE? /QxQ B: CREDIT ATTITUDES AND CREDIT CARDS /^C1 / Si solamente toma en cuenta Visa, Mastercard, Discover, Optima y tarjetas / de las tiendas, ¨usted paga cada mes el saldo total de su estado de cuenta, / casi siempre, a veces, o muy rara vez? / / ^B C0 C1 Siempre o casi siempre C2 A veces C3 Muy rara vez J91 90 B90(0+"0")=PLEASE ENTER RESPONSE Q91B 19 B13.ANY OTHER CHARGE ACCOUNTS? /QxQ B: CREDIT ATTITUDES AND CREDIT CARDS / /~IF M77(2)+78(1) /~IF 0A(LE1)=6AM25(N2)= /Adem s de las cuentas de las tiendas en las que usted tiene tarjetas de /cr‚dito, ¨tiene usted alguna cuenta a cr‚dito o cuenta de cr‚dito rotatorio /("revolving charge account") en tiendas a las que usted qued¢ debiendo dinero /despu‚s del £ltimo pago? /~ELSE /Adem s de las cuentas de las tiendas en las que usted tiene tarjetas de /cr‚dito, ¨tiene usted, o su familia que vive aqu¡, alguna cuenta a cr‚dito o /cuenta de cr‚dito rotatorio ("revolving charge account") en tiendas a las que /qued¢ debiendo dinero despu‚s del £ltimo pago? /~END /~ELSE /~IF 0A(LE1)=6AM25(N2)= /¨Tiene usted alguna cuenta a cr‚dito o cuenta de cr‚dito rotatorio ("revolving /charge account") en tiendas a las que usted qued¢ debiendo dinero despu‚s del /£ltimo pago? /~ELSE /¨Tiene usted o su familia que vive aqu¡ alguna cuenta a cr‚dito o cuenta de /cr‚dito rotatorio ("revolving charge account") en tiendas a las que qued¢ /debiendo dinero despu‚s del £ltimo pago? /~END /~END / DO NOT INCLUDE ACCOUNTS WHERE R DOES NOT OWE MONEY. / / ^B J92 91 B91(0+"0")=PLEASE ENTER RESPONSE J92 95 91(A+N1) Q92UB 2 B14.HOW MANY ACCOUNTS WITH BALANCE? / B: CREDIT ATTITUDES AND CREDIT CARDS / /~IF 0A(LE1)=6AM25(N2)= / ¨Cu ntas cuentas de ese tipo tiene a las que debe dinero? /~ELSE / ¨Cu ntas cuentas de ese tipo tiene usted o su familia que vive aqu¡, a las /que debe dinero? /~END / / ^B V (1/99){Nn} Q93UB 6 B15.BALANCE STILL OWED / B: CREDIT ATTITUDES AND CREDIT CARDS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 92(G1) / Despu‚s de los £ltimos pagos que hizo a estas cuentas, ¨cu nto qued¢ / debiendo a todas estas cuentas? /~ELSE / Despu‚s del £ltimo pago que hizo a esta cuenta, ¨cu nto qued¢ / debiendo a esta cu‚nta? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J94 93 B93(0+"0")+92(G0.K2.K3)=R SAID ^92 ACCOUNTS HAD BALANCE /S! J94 93 B93(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS [ /F2] AGAIN AND DELETE COMMENT! J94 95 93(0+"0") J94 93 B93(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range",0/999999) Q94 DK. A30 DKDOL98.VQ C1 ^93 C2 7 J95 93 B94("X")=PLEASE ENTER CORRECT AMOUNT Q95B D1.WHERE DOES R LIVE? /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / INTERVIEWER OBSERVATION (ASK IF INTERVIEW NOT DONE AT R'S HOME) / / 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 J96 134 95(3) J96 184 95(4) J96 95 B95(0+"0")=PLEASE ENTER RESPONSE J96 97 V B Q96X . C1 rancho C2 granja C3 ranchos C4 granjas G 1,3=95(1) G 2,4=95(2) Q97UB 6 D2.HOW MANY ACRES? /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / Ahora tengo algunas preguntas sobre esta propiedad. / /¨M s o menos cu ntos acres tiene este (rancho/granja), incluyendo cualquier /acre que alquila para usted o que alquila a otras personas? / / ^B ACRES V !.U___,___.!(1/999999) Q98B 19 D3.FARMING OR RANCHING BUSINESS? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT /~IF 0A(LE1)=6AM25(N2)= / ¨Tiene usted un negocio agr¡cola o ganadero en esta propiedad? /~ELSE / Tiene usted o alguien de su familia que vive aqu¡, un negocio agr¡cola o /ganadero en esta propiedad? /~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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT /~IF 0A(LE1)=6AM25(N2)= / ¨Alquila usted alguna parte de esta propiedad a otras personas? /~ELSE / ¨Alquila usted, o alguien de su familia que vive aqu¡, alguna parte de / esta propiedad a otras personas? /~END / / ^B J100 104 99(2.K2.K3) J100 99 B99(0+"0")=PLEASE ENTER RESPONSE Q100UB 5 D3_2.AMOUNT OF RENT COLLECTED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / ¨Qu‚ cantidad recibe usted en concepto de alquiler? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J101 100 B100(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J101 104 100(0+"0") J101 100 B100(","."-"."+")=INVALID RESPONSE! V !.A$__,___.!("range",0/99999) Q101 DK. A30 DKDOL98.VQ C1 ^100 C2 6 J102 100 B101("X")=PLEASE ENTER CORRECT AMOUNT J102 104 101(0) Q102B D3_2F.FREQUENCY OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / / ¨Cada cu nto recibe esa cantidad? / / ^B C0 C2 A la semana C3 Cada dos semanas C4 Al mes C5 Al trimestre C6 Al a¤o C7 Otro C11 Dos veces al a¤o C12 Cada dos meses G 0,2,3,4,12,5,11,6,7 J103 102 B102(0+"0")=PLEASE ENTER RESPONSE J103 104 102(N7) Q103U D3_2FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY J104 184 98(2.K2.K3) V M!a_! Q104B D4.WHAT PART USED FOR FARMING/RANCHING? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Qu‚ parte de esta propiedad se usa para el negocio (agr¡cola/ganadero)? / / ^B C0 C1 ENTER PERCENTAGE C2 ENTER ACREAGE C3 Muy poca C4 Casi toda J105 104 B104(0+"0")=PLEASE ENTER RESPONSE J105 106 104(A+N1) Q105UB 6 D4PCT.PERCENTAGE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / ENTER PERCENTAGE: ^B J106 107 104(N2) V !.U___.__%!(1/100) Q106UB 5 D4ACRES.# OF ACRES / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / ENTER ACREAGE: ^B J107 106 B106(GQ97)+97(G0)=ACREAGE USED CANNOT BE > TOTAL ACREAG /E! V !.U__,___.!(1/99999) Q107B D5.LEGAL OWNERSHIP STATUS OF FARM/RANCH /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Cu l es la situaci¢n legal de este(a) (rancho/granja)? /~IF 0A(LE1)=6AM25(N2)= / ¨A usted le pertenece todo el/la (rancho/granja), le pertenece una parte, / lo alquila, le pertenece todo a una compa¤¡a, o cu l es la situaci¢n? /~ELSE / ¨A usted o a su familia que vive aqu¡, le pertenece todo(a) el/la /(rancho/granja), le pertenece una parte, / lo alquila, le pertenece todo a una compa¤¡a, o cu l es la situaci¢n? /~END / / ^B C0 C1 Le pertenece todo C2 Le pertenece una parte solamente C3 Arrendatario C4 Lo alquila todo C5 Le pertenece a una compa¤¡a C6 Otra J108 107 B107(0+"0")=PLEASE ENTER RESPONSE J108 109 107(N6) Q108U D5V.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY J109 119 107(2) J109 117 107(3.6.K2.K3) J109 196 107(4) J109 116 107(5) V M!a_! Q109B 98 D5_1.FARM/RANCHING BUSINESS PAY RENT? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF 0A(LE1)=6AM25(N2)= / ¨Su negocio (agr¡cola/ganadero) paga alquiler por el uso de la / propiedad? /~ELSE / ¨El negocio (agr¡cola/ganadero) de su familia paga alquiler por el uso de / la propiedad? /~END / / ^B J110 109 B109(0+"0")=PLEASE ENTER RESPONSE J110 114 109(A+N1) Q110UB 5 D5_2.AMOUNT OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / ¨Cu nto recibe usted por concepto de alquiler? /~ELSE / ¨Cu nto recibe usted o su familia que vive aqu¡ por concepto de alquiler? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J111 110 B110(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J111 110 B110(","."-"."+")=INVALID RESPONSE! V !.A$__,___.!("range",1/99999) Q111 DK. A30 DKDOL98.VQ C1 ^110 C2 6 J112 110 B111("X")=PLEASE ENTER CORRECT AMOUNT J112 114 111(0) Q112B 102 D5_2F.FREQUENCY OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / / ¨Cada cu nto se recibe esa cantidad? / / ^B J113 112 B112(0+"0")=PLEASE ENTER RESPONSE J113 114 112(N7) Q113U D5_2FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q114UB 8 D5_3.VALUE OF LAND AND BUILDINGS /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / ¨Podr¡a decirme cu l es el valor actual de todo el terreno y / construcciones, es decir, en cu nto se vender¡a hoy? No incluya ni / animales de granja, ni herraminetas, ni cosechas. / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J115 114 B114(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J115 116 114(0+"0") J115 114 B114(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",0/99999999) Q115 DK. A30 DKDOL98.VQ C1 ^114 C2 1 J116 114 B115("X")=PLEASE ENTER CORRECT AMOUNT J116 209 114(A) Q116B 98 D5_4.PAY BUSINESS RENT FOR FARM/RANCH? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF 0A(LE1)=6AM25(N2)= / ¨Paga usted al negocio alg£n alquiler por esta propiedad? /~ELSE / ¨Usted o su familia que vive aqu¡ paga al negocio alg£n alquiler / por esta propiedad? /~END / / ^B J117 196 116(1) J117 116 B116(0+"0")=PLEASE ENTER RESPONSE Q117UB 2 D5_5M.MONTH MOVED INTO FARM/RANCH / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨En qu‚ mes y a¤o se mud¢ usted a este(a) (rancho/granja)? / / JAN = 1 APR = 4 JUL = 7 OCT = 10 / FEB = 2 MAY = 5 AUG = 8 NOV = 11 / MAR = 3 JUN = 6 SEP = 9 DEC = 12 / / ^B ^B / MONTH YEAR V (1/12){Nn} Q118UB 4 D5_5Y.YEAR MOVED INTO FARM/RANCH J119 117 B117(GQ4)+118(1998)=DATE MUST PRE-DATE DATE OF INTERVIE /W! J119 1165 117(A) V (1896/1998){NNNN} Q119B 98 D6.FARM/RANCHING BUSINESS PAY RENT? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF 0A(LE1)=6AM25(N2)= / ¨El negocio (agr¡cola/ganadero) le paga alg£n alquiler por el uso de la /propiedad? /~ELSE / ¨El negocio (agr¡cola/ganadero) le paga a usted o a su familia que vive aqu¡ /alg£n alquiler por el uso de la propiedad? /~END / / ^B J120 119 B119(0+"0")=PLEASE ENTER RESPONSE J120 124 119(A+N1) Q120UB 5 D6_1.AMOUNT OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / ¨Qu‚ cantidad recibe usted en concepto de alquiler? /~ELSE / ¨Qu‚ cantidad recibe usted o su familia que vive aqu¡ en concepto de /alquiler? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J121 120 B120(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J121 120 B120(","."-"."+")=INVALID RESPONSE! V !.A$__,___.!("range",1/99999) Q121 DK. A30 DKDOL98.VQ C1 ^120 C2 6 J122 120 B121("X")=PLEASE ENTER CORRECT AMOUNT J122 124 121(0) Q122B 102 D6_1F.FREQEUNCY OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / / ¨Cada cu nto recibe recibe usted esa cantidad? / / ^B J123 122 B122(0+"0")=PLEASE ENTER RESPONSE J123 124 122(N7) Q123U D6_1FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q124B 98 D7.DO YOU PAY RENT FOR PROPERTY? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / /~IF 0A(LE1)=6AM25(N2)= / ¨Paga usted algo de alquiler por esta propiedad? /~ELSE / ¨Paga usted,o alguien de su familia que vive aqu¡, algo de alquiler por esta /propiedad? / /~END / / ^B J125 124 B124(0+"0")=PLEASE ENTER RESPONSE J125 129 124(A+N1) Q125UB 5 D7_1.AMOUNT OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / ¨Cu nto paga usted de alquiler? /~ELSE / ¨Cu nto paga de alquiler usted o su familia que vive? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J126 125 B125(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J126 125 B125(","."-"."+")=INVALID RESPONSE! V !.A$__,___.!("range",1/99999) Q126 DK. A30 DKDOL98.VQ C1 ^125 C2 6 J127 125 B126("X")=PLEASE ENTER CORRECT AMOUNT J127 129 126(0) Q127B 102 D7_1F.FREQUENCY OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / / ¨Cada cu nto se paga esa cantidad? / / ^B J128 127 B127(0+"0")=PLEASE ENTER RESPONSE J128 129 127(N7) Q128U D7_1FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q129B D8.PERCENT OF PROPERTY OWNED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF 0A(LE1)=6AM25(N2)= / M s adelante voy a hacerle m s preguntas acerca de la administraci¢n del /negocio. Por el momento me gustar¡a preguntarle acerca de la parte de la /propiedad que le pertenece personalmente a usted. ¨M s o menos qu‚ porcentaje /de la propiedad total representa esa parte? /~ELSE / M s adelante voy a hacerle m s preguntas acerca de la administraci¢n del /negocio. Por el momento me gustar¡a preguntarle acerca de la parte de la /propiedad que les pertenece personalmente a usted y a su familia que vive aqu¡. /¨M s o menos qu‚ porcentaje de la propiedad total representa esa parte? / /~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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / ENTER PERCENTAGE: ^B J131 132 129(N2) V !.U___.__%!(0/100){Nnn\.nn} Q131UB 5 D8ACRES.ACRES OWNED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / ENTER ACREAGE: ^B J132 131 B131(GQ97)+97(G0)=ACREAGE OWNED CANNOT BE > TOTAL ACREA /GE! V !.U__,___.!(0/99999) Q132UB 8 D10.VALUE OF LAND OWNED /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Podr¡a usted decirme cu l es el valor actual de toda la parte de tierra y /construcciones que le pertenecen a usted, es decir, en cu nto se vender¡an hoy? /No incluya ni animales de granja, ni herramientas, ni cosechas. / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J133 132 B132(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J133 134 132(0+"0") J133 132 B132(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",0/99999999) Q133 DK. A30 DKDOL98.VQ C1 ^132 C2 1 J134 132 B133("X")=PLEASE ENTER CORRECT AMOUNT J134 209 132(A) Q134B D11.MOBILE HOME-OWN OR RENT? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF 0A(LE1)=6AM25(N2)= / Ahora voy a hacerle algunas preguntas sobre su casa. ¨Le pertenecen a usted /tanto la casa rodante como el terreno o lote en que est  situada, s¢lo le /pertenece la casa rodante, s¢lo le pertenece el terreno o alquila usted la casa /y el terreno, o cu l es la situaci¢n? / /~ELSE / Ahora voy a hacerle algunas preguntas sobre su casa. ¨Le pertenecen a usted o /a su familia que vive aqu¡, tanto la casa rodante como el terreno o lote en que /est  situada, s¢lo le pertenece la casa rodante, s¢lo le pertenece el terreno o /alquila usted la casa y el terreno, o cu l es la situaci¢n? /~END / / ^B C0 C1 Le pertenecen la casa y el terrero C2 Le pertenece el terreno solamente C3 Le pertenece la casa solamente C4 Alquila ambos C5 Ni le pertenecen ni los alquila 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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨M s o menos cu nto paga de alquiler por esta casa? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J136 135 B135(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J136 139 135(0+"0") J136 135 B135(","."-"."+")=INVALID RESPONSE! V !.A$_,___.!("range",0/9999) Q136 DK. A30 DKDOL98.VQ C1 ^135 C2 8 J137 135 B136("X")=PLEASE ENTER CORRECT AMOUNT J137 139 136(0) Q137B 102 D11_1FV.FREQUENCTY OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / / ¨Cada cu nto se paga? / / ^B J138 137 B137(0+"0")=PLEASE ENTER RESPONSE J138 139 137(N7) Q138U D11_1FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q139UB 6 D11_2.CURRENT VALUE OF SITE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Podr¡a usted decirme cu l es el valor actual del terreno; es decir, en /cu nto se vender¡a hoy? / / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J140 139 B139(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J140 141 139(0+"0") J140 139 B139(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range",0/999999) Q140 DK. A30 DKDOL98.VQ C1 ^139 C2 4 J141 139 B140("X")=PLEASE ENTER CORRECT AMOUNT Q141B D11_3.GIFT/INHERITANCE-R PURCHASED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨En qu‚ mes y a¤o compr¢ usted este terreno? / (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 G 0,2,1 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 J144 141 B142(GQ4)+143(1998)=DATE MUST PRE-DATE DATE OF INTERVIE /W! V (1896/1998){NNNN} Q144UB 6 D11_4.COST OF SITE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Cu nto le cost¢ este terreno cuando lo adquiri¢ originalmente? / (INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED.) / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J145 144 B144(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J145 146 144(0+"0") J145 144 B144(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range",0/999999) Q145 DK. A30 DKDOL98.VQ C1 ^144 C2 4 J146 144 B145("X")=PLEASE ENTER CORRECT AMOUNT J146 1168 144(A) Q146U D11_5. / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Cu l es la situaci¢n entonces? V M!a_! Q147UB 2 D11_6M.MONTH MOVED INTO MOBILE HOME / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨En qu‚ mes y a¤o se mud¢ usted a esta casa rodante? / / JAN = 1 APR = 4 JUL = 7 OCT = 10 / FEB = 2 MAY = 5 AUG = 8 NOV = 11 / MAR = 3 JUN = 6 SEP = 9 DEC = 12 / / ^B ^B / MONTH YEAR V (1/12){Nn} Q148UB 4 D11_6Y.YEAR MOVED INTO MOBILE HOME J149 1165 148(A) V (1896/1998){NNNN} Q149UB 4 D12.AMOUNT OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨M s o menos cu nto paga de alquiler por este terreno? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J150 149 B149(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J150 153 149(0+"0") J150 149 B149(","."-"."+")=INVALID RESPONSE! V !.A$_,___.!("range",0/9999) Q150 DK. A30 DKDOL98.VQ C1 ^149 C2 8 J151 149 B150("X")=PLEASE ENTER CORRECT AMOUNT J151 153 150(0) Q151B 102 D12F.FREQUENCY OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / / ¨Y cada cu nto se paga? / / ^B J152 151 B151(0+"0")=PLEASE ENTER RESPONSE J152 153 151(N7) Q152U D12FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q153UB 6 D12_1.CURRENT VALUE OF MOBILE HOME / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Podr¡a usted decirme cu l es el valor actual de esta casa rodante; / es decir m s o menos en cu nto se vender¡a hoy? / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J154 153 B153(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J154 155 153(0+"0") J154 153 B153(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range",0/999999) Q154 DK. A30 DKDOL98.VQ C1 ^153 C2 6 J155 153 B154("X")=PLEASE ENTER CORRECT AMOUNT Q155B D12_2GFT.GIFT/INHERITANCE-R PURCHASED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / ¨En qu‚ mes y a¤o compr¢ usted esta casa rodante? / (INTERVIEWER: IF GIFT/INHERITANCE, ASK WHEN RECEIVED.) / / ^B / / JAN = 1 APR = 4 JUL = 7 OCT = 10 / FEB = 2 MAY = 5 AUG = 8 NOV = 11 / MAR = 3 JUN = 6 SEP = 9 DEC = 12 / / ^B ^B / MONTH YEAR C0 C1 GIFT/INHERITANCE C2 R PURCHASED G 0,2,1 J156 155 B155(0+"0")=PLEASE ENTER RESPONSE Q156UB 2 D12_2M.MONTH PURCHASED/RECEIVED V (1/12){Nn} Q157UB 4 D12_2Y.YEAR PURCHASE/RECEIVED J158 155 B156(GQ4)+157(1998)=DATE MUST PRE-DATE DATE OF INTERVIE /W! V (1896/1998){NNNN} Q158UB 6 D12_3.COST OF MOBILE HOME? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Cu nto le cost¢ esta casa rodante cuando la adquiri¢ originalmente? / / INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED. / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J159 158 B158(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J159 160 158(0+"0") J159 158 B158(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range",1/999999) Q159 DK. A30 DKDOL98.VQ C1 ^158 C2 6 J160 158 B159("X")=PLEASE ENTER CORRECT AMOUNT J160 1168 158(A) Q160UB 4 D13.AMOUNT OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨M s o menos cu nto se paga de alquiler por esta casa y este terreno? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J161 160 B160(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J161 164 160(0+"0") J161 160 B160(","."-"."+")=INVALID RESPONSE! V !.A$_,___.!("range",0/9999) Q161 DK. A30 DKDOL98.VQ C1 ^160 C2 8 J162 160 B161("X")=PLEASE ENTER CORRECT AMOUNT J162 164 161(0) Q162B 102 D13F.FREQUENCY OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / / ¨Con qu‚ frecuencia se hace el pago? / / ^B J163 162 B162(0+"0")=PLEASE ENTER RESPONSE J163 164 162(N7) Q163U D13FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q164UB 2 D13_1M.MONTH MOVED INTO MOBILE HOME / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨En qu‚ mes y a¤o se mud¢ usted a esta casa rodante? / / JAN = 1 APR = 4 JUL = 7 OCT = 10 / FEB = 2 MAY = 5 AUG = 8 NOV = 11 / MAR = 3 JUN = 6 SEP = 9 DEC = 12 / / ^B ^B / MONTH YEAR V (1/12){Nn} Q165UB 4 D13_1Y.YEAR MOVED INTO MOBILE HOME J166 1165 164(A) V (1896/1998){NNNN} Q166UB 6 D14.CURRENT VALUE OF HOME AND SITE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Podr¡a usted decirme cu l es el valor actual de esta casa y este terreno; / es decir m s o menos en cu nto se vender¡an hoy? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J167 166 B166(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J167 168 166(0+"0") J167 166 B166(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range",0/999999) Q167 DK. A30 DKDOL98.VQ C1 ^166 C2 5 J168 166 B167("X")=PLEASE ENTER CORRECT AMOUNT Q168B 98 D15.SITE AND HOME PURCHASE SEPARATELY? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Compr¢ la casa rodante y el terreno por separado? / / ^B J169 168 B168(0+"0")=PLEASE ENTER RESPONSE J169 179 168(2.K2.K3) Q169B D15_1.GIFT/INHERITANCE-R PURCHASE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / ¨En qu‚ mes y a¤o compr¢ usted esta casa rodante? / (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 G 0,2,1 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 J172 169 B170(GQ4)+171(1998)=DATE MUST PRE-DATE DATE OF INTERVIE /W! V (1896/1998){NNNN} Q172UB 6 D15_2.COST OF MOBILE HOME / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Cu nto le cost¢ esta casa rodante cuando la adquiri¢ originalmente? / / INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED. / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J173 172 B172(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J173 174 172(0+"0") J173 172 B172(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range",0/999999) Q173 DK. A30 DKDOL98.VQ C1 ^172 C2 6 J174 172 B173("X")=PLEASE ENTER CORRECT AMOUNT Q174B D15_3.GIFT/INHERITANCE-R PURCHASED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨En qu‚ mes y a¤o compr¢ usted este terreno? / (INTERVIEWER: IF GIFT/INHERITANCE, ASK WHEN RECEIVED.) / / ^B / / JAN = 1 APR = 4 JUL = 7 OCT = 10 / FEB = 2 MAY = 5 AUG = 8 NOV = 11 / MAR = 3 JUN = 6 SEP = 9 DEC = 12 / / ^B ^B / MONTH YEAR C0 C1 GIFT/INHERITANCE C2 R PURCHASED G 0,2,1 J175 174 B174(0+"0")=PLEASE ENTER RESPONSE Q175UB 2 D15_3M.MONTH PURCHASE/RECEIVED V (1/12){Nn} Q176UB 4 D15_3Y.YEAR PURCHASED/RECEIVED J177 174 B175(GQ4)+176(1998)=DATE MUST PRE-DATE DATE OF INTERVIE /W! V (1896/1998){NNNN} Q177UB 6 D15_4.COST OF SITE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Cu nto le cost¢ este terreno cuando lo adquiri¢ originalmente? / / INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED. / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J178 177 B177(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J178 179 177(0+"0") J178 177 B177(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range",1/999999) Q178 DK. A30 DKDOL98.VQ C1 ^177 C2 6 J179 177 B178("X")=PLEASE ENTER CORRECT AMOUNT J179 1168 177(A) Q179B D15_5.GIFT/INHERITANCE-R PURCHASED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨En qu‚ mes y a¤o compr¢ usted esta casa rodante y este terreno? / (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 G 0,2,1 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 J182 179 B180(GQ4)+181(1998)=DATE MUST PRE-DATE DATE OF INTERVIE /W! V (1896/1998){NNNN} Q182UB 6 D15_6.COST OF HOME/SITE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Cu nto le costaron esta casa rodante y este terreno cuando los adquiri¢ / originalmente? / / INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED. / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J183 182 B182(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J183 184 182(0+"0") J183 182 B182(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range",0/999999) Q183 DK. A30 DKDOL98.VQ C1 ^182 C2 5 J184 182 B183("X")=PLEASE ENTER CORRECT AMOUNT J184 1168 182(A) Q184B D16.OWN, RENT, CONDO ASSOCIATION? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / Ahora voy a hacerle algunas preguntas sobre su casa. /~IF 0A(LE1)=6AM25(N2)= /~IF 95(1) / ¨Usted es due¤o(a) de este rancho, paga alquiler, o es usted /copropietario(a) de su casa en un condominio, cooperativa, asociaci¢n de un /"townhouse", o cu l es la situaci¢n? /~ELSE 95(2) / ¨Usted es due¤o(a) de esta granja, paga alquiler, o es usted /copropietario(a) de su casa en un condominio, cooperativa, asociaci¢n de un /"townhouse", o cu l es la situaci¢n? /~ELSE / ¨Usted es due¤o(a) de esta (casa y terreno/apartamento), paga alquiler, o /es usted copropietario(a) de su casa en un condominio, cooperativa, /asociaci¢n de un "townhouse", o cu l es la situaci¢n? /~END /~ELSE /~IF 95(1) / ¨Usted y su familia que vive aqu¡ son due¤os de este rancho, paga alquiler, / o son copropietarios de su casa en un condominio, cooperativa, asociaci¢n de / un "townhouse", o cu l es la situaci¢n? /~ELSE 95(2) / ¨Usted y su familia que vive aqu¡ son due¤os de esta granja, paga alquiler, / o son copropietarios de su casa en un condominio, cooperativa, asociaci¢n de / un "townhouse", o cu l es la situaci¢n? /~ELSE / ¨Usted y su familia que vive aqu¡ son due¤os de esta (casa y terreno/ /apartamento), paga alquiler, o son copropietarios de su casa en un /condominio, cooperativa, asociaci¢n de un "townhouse", o cu l es la /situaci¢n? /~END /~END / / ^B C0 C1 Es propietario o est  comprando/ contrato de propiedad C2 Paga alquiler C3 Condominio C4 Cooperativa C5 Asociaci¢n de un "townhouse" C6 Tenencia para vivienda perpetua al jubilarse (Retireme /nt Lifetime Tenancy) C7 Ni es propietario ni alquila 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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨En qu‚ situaci¢n recibe casa? V M!a_! Q185B 98 D16_05.DO YOU OWN ANY PART? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF 0A(LE1)=6AM25(N2)= /~IF 95(1) / ¨Usted es propietario(a) de parte de este rancho? /~ELSE 95(2) / ¨Usted es propietario(a) de parte de esta granja? /~ELSE / ¨Usted es propietario(a) de parte de esta (casa y terreno/ apartamento)? /~END /~ELSE /~IF 95(1/2) / ¨Alguien de su familia que vive aqu¡ es copropietario(a) de este(a) /(rancho/granja)? /~ELSE / ¨Alguien de su familia que vive aqu¡ es copropietario(a) de este(a) (casa y /terreno/apartamento)? /~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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / 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)= / ¨Qu‚ porcentaje de la propiedad le pertenece a usted? /~ELSE / ¨Qu‚ portecentaje de la propiedad le pertenece a usted y a su familia que /vive aqu¡? /~END / / ^B V !.U__.__%!(1/100) Q187B 98 D16_1.REQUIRED TO PAY FEES? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Tiene usted que pagar una cuota regular a una asociaci¢n o a un grupo de /administraci¢n de la propiedad para vivir aqu¡? / / ^B J188 187 B187(0+"0")=PLEASE ENTER RESPONSE J188 192 187(A+N1) Q188UB 5 D16_2.HOW MUCH ARE FEES? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Cu nto paga usted de cuota? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J189 188 B188(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J189 188 B188(","."-"."+")=INVALID RESPONSE! V !.A$__,___.!("range",1/99999) Q189 DK. A30 DKDOL98.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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / / ¨Cada cu nto paga esta cantidad? / / ^B J191 190 B190(0+"0")=PLEASE ENTER RESPONSE J191 192 190(N7) Q191U D16_2FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q192B 98 D16_3.R LIVE IN MUTIPLE HU STRUCTURE? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / / DOES R LIVE IN MULTIPLE HU STRUCTURE? / (CONFIRM WITH R IF NECESSARY) / / ^B 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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨En qu‚ mes y a¤o se mud¢ a esta casa? / / 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 J196 301 185(2)+195(G0.K2.K3) J196 1165 195(G0.K2.K3) V (1898/1998){NNNN} Q196UB 5 D17.AMOUNT OF RENT /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 95(1/2) /~IF 0A(LE1)=6AM25(N2)= / ¨Cu nto paga de alquiler por este(a) (rancho/granja)? /~ELSE / ¨Cu nto paga de alquiler usted o su familia que vive aqu¡ por este(a) /(rancho/granja)? /~END /~ELSE /~IF 0A(LE1)=6AM25(N2)= / ¨Cu nto paga de alquiler por esta(e) (casa/apartamento)? /~ELSE / ¨Cu nto paga de alquiler usted o su familia que vive aqu¡ por esta(e) /(casa/apartamento)? /~END /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J197 196 B196(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J197 200 196(0+"0") J197 196 B196(","."-"."+")=INVALID RESPONSE! V !.A$__,___.!("range",0/99999) Q197 DK. A30 DKDOL98.VQ C1 ^196 C2 8 J198 196 B197("X")=PLEASE ENTER CORRECT AMOUNT J198 200 197(0) Q198B 102 D17F.FREQUENCY OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / / ¨Cada cu nto se paga esa cantidad? / / ^B J199 198 B198(0+"0")=PLEASE ENTER RESPONSE J199 200 198(N7) Q199U D17FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q200B D17_1.INCLUDE SOME OR ALL UTILITIES? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Eso incluye algunos o todos los gastos tales como luz, gas, y agua? / / ^B C0 C1 S¡, todos C2 S¡, algunos C3 No J201 200 B200(0+"0")=PLEASE ENTER RESPONSE Q201B D17_2.FURNISHED OR UNFURNISHED? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Alquila usted su vivienda amueblada o sin amueblar? / / ^B C0 C1 Amueblada C2 Parcialmente amueblada C3 Sin amueblar J202 201 B201(0+"0")=PLEASE ENTER RESPONSE Q202UB 2 D17_3M.MONTH MOVED IN / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF 95(1) / ¨En qu‚ mes y a¤o se mud¢ usted a este rancho? /~ELSE 95(2) / ¨En qu‚ mes y a¤o se mud¢ usted a esta granja /~ELSE / ¨En qu‚ mes y a¤o se mud¢ usted a esta(e) (casa/apartamento)? /~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 J204 1165 203(A) V (1896/1998){NNNN} Q204B D18.OWN ENTIRE BUILDING OR UNIT? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF 0A(LE1)=6AM25(N2)= / ¨Le pertenece a usted todo el edificio o s¢lo su vivienda? /~ELSE / ¨Le pertenece a usted y a su familia que vive aqu¡ todo el edificio o s¢lo su /vivienda? /~END / / ^B C0 C1 Todo el edificio C2 S¢lo la vivienda de R J205 204 B204(0+"0")=PLEASE ENTER RESPONSE J205 207 204(2.K2.K3) Q205UB 4 D18_1.HOW MANY UNITS IN BUILDING? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Cu ntas unidades de vivienda hay en este edificio? / / ^B UNITS V !.U_,___.!(2/9999) Q206B 98 D18_2.OWN UNIT SEPARATELY FROM REST OF BUILDING? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Le pertenece a usted su vivienda separadamente del resto del edificio? / / ^B Q207UB 8 D19.CURRENT VALUE OF HOME/PROPERTY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 204(2).(204(1)+206(1)) / Las siguientes preguntas se refieren £nicamente a su unidad de vivienda. /~ELSE 204(1)+206(N1) / Las siguientes preguntas se refieren a todo el edificio. /~END / ¨Cu l es el valor actual de esta(e)(casa con el terreno/apartamento/ /propiedad); es decir en cu nto se vender¡a hoy? / / 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 J208 207 B207(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J208 209 207(0+"0") J208 207 B207(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",1/99999999) Q208 DK. A30 DKDOL98.VQ C1 ^207 C2 3 J209 207 B208("X")=PLEASE ENTER CORRECT AMOUNT Q209B D20GFT.GIFT/INHERITANCE-R PURCHASED /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨En qu‚ mes y a¤o compr¢ usted por primera vez alguna parte de esta /propiedad? / (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 G 0,2,1 J210 209 B209(0+"0")=PLEASE ENTER RESPONSE Q210UB 2 D20M.MONTH PURCHASED/RECEIVED V (1/12){Nn} Q211UB 4 D20Y.YEAR PURCHASED/RECEIVED J212 209 B210(GQ4)+211(1998)=DATE MUST PRE-DATE DATE OF INTERVIE /W! V (1896/1998){NNNN} Q212UB 8 D21.COST OF HOME/LAND /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Cu nto le cost¢ cuando la adquiri¢ originalmente? / / INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED. / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J213 212 B212(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J213 1168 212(0+"0") J213 212 B212(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",1/99999999) Q213 DK. A30 DKDOL98.VQ C1 ^212 C2 4 J1168 212 B213("X")=PLEASE ENTER CORRECT AMOUNT Q1168B / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF 0A(LE1)=6AM25(N2)= / ¨Cu ntos a¤os ha vivido dentro de alrededor de 25 millas de su casa actual? /~ELSE / ¨Cu ntos a¤os ha vivido usted o alguien de su familia que vive aqu¡ dentro de /alrededor de 25 millas de su casa actual? /~END / THE MOST RECENT TIME.) / / ^B C0 C1 ENTER YEARS C2 LESS THAN A YEAR C3 ENTIRE LIFE J1471 1168 B1168(0+"0")=PLEASE ENTER RESPONSE J1471 773 1168(N1) Q1471UB 2 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / NUMBER OF YEARS: ^B V (1/99) Q773B D21_1.CHANCES OF LIVING HERE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / (SHOW CARD 6) / Estamos interesados en saber su opini¢n sobre la posibilidad de que usted /siga viviendo en su direcci¢n actual durante los pr¢ximos dos a¤os. Use /cualquier n£mero del cero al 100, donde cero es igual a ninguna posibilidad y /100 es igual a que est  tolamente seguro(a), ¨qu‚ posibilidades hay, cree /usted, de que siga viviendo en su direcci¢n actual dentro de dos a¤os? / / / ^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 /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 134(1) / ¨A cu nto ascienden los impuestos a la propiedad por esta casa con su /terreno? /~ELSE 134(2) / ¨A cu nto ascienden los impuestos a la propiedad por este terreno? /~ELSE 134(3) / ¨A cu nto ascienden los impuestos a la propiedad por esta casa? /~ELSE 107(1) /~IF 95(2) / ¨A cu nto ascienden los impuestos a la propiedad por esta granja? /~ELSE 95(1) / ¨A cu nto ascienden los impuestos a la propiedad por este rancho? /~END /~ELSE 107(2) /~IF 95(1) / ¨A cu nto ascienden los impuestos a la propiedad por la parte del rancho que /le pertenece? /~ELSE 95(2) /¨A cu nto ascienden los impuestos a la propiedad por la parte de la granja que /le pertenece? /~END /~ELSE 204(2) / ¨A cu nto ascienden los impuestos a la propiedad por esta unidad de vivienda? /~ELSE / ¨A cu nto ascienden los impuestos a la propiedad por esta propiedad? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J215 214 B214(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J215 218 214(0+"0") J215 214 B214(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",0/9999999) Q215 DK. A30 DKDOL98.VQ C1 ^214 C2 7 J216 214 B215("X")=PLEASE ENTER CORRECT AMOUNT J216 218 215(0) Q216B 102 D22F.FREQUENCY OF TAXES / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / / ¨Con qu‚ frecuencia paga esta cantidad? / / ^B J217 216 B216(0+"0")=PLEASE ENTER RESPONSE J217 218 216(N7) Q217U D22FV. / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q218B D23.MORTGAGE OR LAND CONTRACT? /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Existe alguna hipoteca o contrato de propiedad sobre esta(e) (casa/casa con /su terreno/apartamento/propiedad)? / IF YES, SAY: Por favor no incluya pr‚stamos de "home equity" ni l¡neas de /cr‚dito. / / INTERVIEWER: IF R SAYS BOTH MORTGAGE AND LAND CONTRACT, CHOOSE MORTGAGE. / IF R SAYS REVERSE ANNUITY MORTGAGE, CODE MORTGAGE AND MAKE A NOTE [F2]. / / ^B C0 C1 S¡, hipotecas C2 S¡, contrato de propiedad C3 No J219 218 B218(0+"0")=PLEASE ENTER RESPONSE J219 224 218(A+N1) Q219B 98 D24.FHA OR VA? /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨La primera hipoteca o la hipoteca principal es una hipoteca con garant¡a /federal, tal como una del FHA o del VA? / / ^B J220 219 B219(0+"0")=PLEASE ENTER RESPONSE J220 221 219(1) Q220B 98 D24_1.PRIVATE MORTGAGE INSURANCE? /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / Los seguros privados de hipotecas, o PMI, protegen a los prestamistas en caso /de falta de pago. / ¨Tiene su hipoteca un PMI? / (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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Es una hipoteca del FHA, una hipoteca del VA o es de otro tipo de programa? / / ^B C0 C1 FHA C2 VA C3 Otro J222 221 B221(0+"0")=PLEASE ENTER RESPONSE J222 223 221(N3) Q222U D25V.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q223U D26.WHY CHOSEN / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Por qu‚ escogi¢ usted este tipo de pr‚stamo? V M!a_! Q224S STEPTHRU. C1 hipoteca/contrato de propiedad C2 segunda hipoteca/contrato de propiedad C3 pr‚stamo 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 D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF 224(L3) /~IF 218(1).272(1) / Acerca de esta hipoteca, ¨en qu‚ mes y a¤o la obtuvo o refinanci¢ la vez m s /reciente? /~ELSE / Acerca de este contrato de propiedad, ¨en qu‚ mes y a¤o lo obtuvo o /refinanci¢ la vez m s reciente? /~END /~ELSE / Acerca de este pr‚stamo, ¨en qu‚ mes y a¤o lo obtuvo o refinanci¢ la vez m s /reciente? /~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 J227 230 224(3) J227 225 B226(LQ211.LQ143)+226(G0)=REFINANCE DATE MUST BE LATER /THAN PURCHASE DATE! J227 225 B226(LQ157.LQ171.LQ181)+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 225 B225(LQ156)+225(G0)+226(Q157)=REFINANCE DATE MUST BE LA /TER THAN PURCHASE DATE! J227 225 B225(LQ170)+225(G0)+226(Q171)=REFINANCE DATE MUST BE LA /TER THAN PURCHASE DATE! J227 225 B225(LQ180)+225(G0)+226(Q181)=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(NQ143)+143(G0) J227 228 226(G0)+143(A+0) J227 228 226(NQ157)+157(G0) J227 228 226(G0)+157(A+0) J227 228 226(NQ171)+171(G0)+226(NQ176)+176(G0) J227 228 226(G0)+171(A+0)+226(G0)+176(A+0) J227 228 226(NQ181)+181(G0) J227 228 226(G0)+181(A+0) V (1896/1998){NNNN} Q227B 98 D27_1.ASSUMED FROM PREVIOUS OWNER? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / /~IF 224(1) /~IF 218(1).272(1) / ¨Se hizo cargo de esta hipoteca del due¤o anterior? /~ELSE / ¨Se hizo cargo de este contrato de propiedad del due¤o anterior? /~END /~ELSE / ¨Se hizo cargo de esta segunda hipoteca del due¤o anterior? /~END / / ^B J228 227 B227(0+"0")=PLEASE ENTER RESPONSE J228 230 227(A).224(G1).218(2) Q228B D27_2.REFINANCE OR ROLLOVER / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF 218(1).272(1) / ¨Tom¢ esta hipoteca para: /~ELSE / ¨Tom¢ este contrato de propiedad para: /~END / / ^B C0 C1 refinanciar o transferir un pr‚stamo anterior, C2 Sacar prestado dinero adicional en su "home equity", C3 o para hacer las dos cosas? J229 228 B228(0+"0")=PLEASE ENTER RESPONSE J229 230 228(1.K2.K3) Q229U D27_3. / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Para qu‚ se us¢ el dinero? V M!a_! Q230UB 8 D28.AMOUNT BORROWED OR REFINANCED /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF (224(1)+218(2)).(224(2)+272(2)) / ¨A cu nto ascendi¢ la cantidad del contrato de propiedad cuando lo tom¢? /~ELSE / ¨Cu nto pidi¢ usted prestado o refinanci¢? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J231 230 B230(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J231 230 B230(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",1/99999999) Q231 DK. A30 DKDOL98.VQ C1 ^230 C2 4 J232 230 B231("X")=PLEASE ENTER CORRECT AMOUNT Q232UB 8 D29.AMOUNT STILL OWED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF (224(1)+218(2)).(224(2)+272(2)) / ¨Cu nto se debe todav¡a de este contrato de propiedad? /~ELSE / ¨Cu nto se debe todav¡a de este pr‚stamo? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J233 232 B232(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J233 232 B232(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",1/99999999) Q233 DK. A30 DKDOL98.VQ C1 ^232 C2 4 J234 232 B233("X")=PLEASE ENTER CORRECT AMOUNT Q234B D30.YEARS, PAYMENTS, NO SET # / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF (224(1)+218(2)).(224(2)+272(2)) / ¨A cu ntos a¤os o n£mero de pagos se comprometi¢ usted cuando tom¢ el / contrato de propiedad? /~ELSE / ¨A cu ntos a¤os o n£mero de pagos se comprometi¢ usted cuando tom¢ o / refinanci¢ el pr‚stamo? /~END / / ^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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / NUMBER OF YEARS: ^B J236 237 234(1) V !U__!(1/99) Q236UB 3 D30PAY.NUMBER OF PAYMENTS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / NUMBER OF PAYMENTS: ^B V !U___!(1/999) Q237UB 6 D31.AMOUNT OF PAYMENTS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨De cu nto son los pagos? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO REGULAR PAYMENTS, PRESS [F6] KEY. / / ^B 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! J238 237 B237(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J238 241 237(0+"0").237("NT") J238 237 B237(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range,NT",0/999999) Q238 DK. A30 DKDOL98.VQ C1 ^237 C2 7 J239 237 B238("X")=PLEASE ENTER CORRECT AMOUNT J239 241 238(0) Q239B D31F.FREQUENCY OF PAYMENTS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / / ¨Cada cu nto debe hacerlos? / / ^B C0 /7 102 0 C8 Suma total/un pago solamente C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J240 239 B239(0+"0")=PLEASE ENTER RESPONSE J240 241 239(N7) Q240U D31FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY J241 245 238(G0).237(K2) V M!a_! Q241UB 7 D31_1.AMOUNT OF TYPICAL PAYMENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨De cu nto es el pago t¡pico? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO TYPICAL PAYMENTS, PRESS [F6] KEY. / / ^B J242 241 B241(GQ230)+230(G0)=PAYMENTS CANNOT BE > THAN AMOUNT BO /RROWED! J242 241 B241(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J242 245 241(0+"0").241("NT") J242 241 B241(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range,NT",0/9999999) Q242 DK. A30 DKDOL98.VQ C1 ^241 C2 7 J243 241 B242("X")=PLEASE ENTER CORRECT AMOUNT J243 245 242(0) Q243B D31_1F.FREQUENCY OF PAYMENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / / ¨Y cada cu nto se hace? / / ^B C0 /7 102 0 C8 Suma total/un pago solamente C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J244 243 B243(0+"0")=PLEASE ENTER RESPONSE J244 245 243(N7) Q244U D31_1FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY J245 250 242(0)+241(A) J245 246 237(K2)+238(0) J245 246 224(G1) V M!a_! Q245B D32.PAYMENT INCLUDE TAXES/INSURANCE? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Esta cantidad incluye impuestos sobre la propiedad o seguro para /propietarios de vivienda? (¨Cu l (es)?) / / ^B C0 C1 S¢lo impuestos C2 S¢lo seguro C3 Ambos C4 Ninguno J246 245 B245(0+"0")=PLEASE ENTER RESPONSE Q246B D33.WILL THERE BE BALLOON PAYMENT? /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / Con los pagos (regulares), ¨se va a cubrir todo el pr‚stamo, o cuando se /cumpla el t‚rmino del pr‚stamo, va a haber un saldo a pagar o pago final mayor /(pago "balloon")? / / ^B C0 C1 Cubierto por completo C2 Saldo a pagar o pago "Balloon" J247 246 B246(0+"0")=PLEASE ENTER RESPONSE J247 249 246(N2) Q247UB 7 D33_1.AMOUNT OF BALLOON PAYMENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Cu l va a ser el saldo a pagar o pago "balloon"? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J248 247 B247(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J248 247 B247(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",1/9999999) Q248 DK. A30 DKDOL98.VQ C1 ^247 C2 4 J249 247 B248("X")=PLEASE ENTER CORRECT AMOUNT J249 250 234(3) Q249B D34.AHEAD, BEHIND, OR ON SCHEDULE? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF (224(1)+218(2)).(224(2)+272(2)) / ¨Est  usted pagando este contrato de propiedad antes de los plazos / establecidos, despu‚s de los plazos, o m s o menos conforme a los plazos? /~ELSE / ¨Est  usted pagando este pr‚stamo antes de los plazos / establecidos, despu‚s de los plazos, o m s o menos conforme a los plazos? /~END / / ^B C0 C1 Conforme a los plazos C2 Antes de los plazos C3 Despu‚s de los plazos J250 249 B249(0+"0")=PLEASE ENTER RESPONSE J250 251 249(1) Q250UB 4 D34_1.YEAR EXPECT TO REPAY LOAN / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF (224(1)+218(2)).(224(2)+272(2)) / ¨Para cu ndo piensa haber pagado este contrato de propiedad? /~ELSE / ¨Para cu ndo piensa haber pagado este pr‚stamo? /~END / / ^B / YEAR V (1998/2030,U2031/2050){NNNN} Q251UB 5 D35.ANNUAL INTEREST RATE ON LOAN / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF (224(1)+218(2)).(224(2)+272(2)) / ¨Cu l es la actual tasa de inter‚s anual sobre este contrato de propiedad? /~ELSE / ¨Qu‚ tasa de inter‚s anual se est  cobrando actualmente sobre este pr‚stamo? /~END / / ^B V !.U__.__%!(0/100){Nnn\.nn} Q252B D36.INSTITUTION / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / Por favor mire la Tarjeta de Instituciones. ¨El pr‚stamo es de alguna de / las instituciones que est n en la Tarjeta de Instituciones, o es de otra /instituci¢n? / / IF INSTITUTIONS CARD: ¨De qu‚ instituci¢n? /~IF M45("<") / IF "SOMEPLACE ELSE": ¨Qu‚ instituci¢n es? /~ELSE / IF "SOMEPLACE ELSE": ¨Qu‚ tipo de instituci¢n es? /~END / / MENTIONED AT THIS POINT. /^Y1^C2 / ^B C0 C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= C11 COMMERCIAL BANK C12 S&L/SAVINGS BNK C14 FINANCE/LOAN CO C17 INSURANCE CO C18 MORTGAGE CO C19 CONTRACTOR/DEVELOPER C20 PRIOR OWNER C22 OTHER G 0 G '<1/6(=M43('<1/6()+45(N"<")= G '<1/6(=0A('<0/5()=43AM45(N"<")= G 11,12,14,17/20=0A(6)=43AM45(N"<")= G 22 G E1/6,11,12,14,17/22 J253 252 B252(0+"0")=PLEASE ENTER RESPONSE J253 253 254 M43(Q252)+45("<") Q253B / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / INSTITUTIONS ALREADY LISTED: / '^45M45(N"<")’31( / / ENTER NAME OF NEW INSTITUTION: / '^E45M43(Q252)+45("<")’55( / / / / / ^B C1 PRESS ENTER TO CONTINUE J254 253 BM43(Q252)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J254 255 252(N22) Q254U D36V.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY J255 258 227(1) J255 256 224(G1) V M!a_! Q255B 98 D36_1.SAME INSTITUTION AS ORIG. LOAN? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Esta instituci¢n es la misma de la que usted obtuvo el pr‚stamo / originalmente? / / ^B J256 255 B255(0+"0")=PLEASE ENTER RESPONSE J256 258 224(1) Q256B D37.LOAN USED TO PURCHASE HOME? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨El dinero de este pr‚stamo se us¢ para comprar esta casa o para / alguna otra cosa? / / ^B C0 C1 Compra de casa C2 Mejoras en la casa C7 Otro J257 256 B256(0+"0")=PLEASE ENTER RESPONSE J257 258 256(N7) Q257U D37V.PURPOSE OF LOAN / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Para que otra cosa se us¢? J258 260 224(G1) V M!a_! Q258B D38.REASON CHOSE LENDER / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / (SHOW CARD 7) /~IF 255(2) / ¨Cu l fue la raz¢n m s importante para que escogiera el prestamista original? /~ELSE / ¨Cu l es la raz¢n m s importante para que escogiera este prestamista? /~END / (¨Fue porque se los recomendaron, porque ten¡an bajas tasas de inter‚s, / por la ubicaci¢n de sus oficinas, porque ya hab¡a tratado con ellos / antes, porque era m s f cil cumplir los requisitos para obtener el / pr‚stamo o por alguna otra raz¢n?) / / ^B C0 C1 RECOMMENDED C2 LOW INTEREST RATES C3 LOCATION OF OFFICES C4 OTHER BUSINESS WITH THEM C5 EASY TO QUALIFY C6 OTHER REASON J259 258 B258(0+"0")=PLEASE ENTER RESPONSE J259 260 258(N6) Q259U D38V.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q260B 98 D39.ADJUSTABLE RATE LOAN? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT /~IF (224(1)+218(2)).(224(2)+272(2)) / ¨Este contrato tiene una tasa de inter‚s variable; es decir tiene /~ELSE 224(3) / ¨Este pr‚stamo tiene una tasa de inter‚s variable; es decir tiene /~ELSE / ¨Esta hipoteca tiene una tasa de inter‚s variable; es decir tiene /~END / una tasa de inter‚s que puede subir o bajar de vez en cuando? / / ^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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨El cambio en su tasa de inter‚s depende de alguna otra tasa de inter‚s? / / ^B J262 261 B261(0+"0")=PLEASE ENTER RESPONSE J262 263 261(A+N1) Q262U D39_1V.WHAT OTHER RATE? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨De qu‚ otra tasa depende? V M!a_! Q263UB 2 D39_3.HOW OFTEN CAN RATE CHANGE? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Con qu‚ frecuencia puede variar su tasa de inter‚s? / / NUMBER OF TIMES: ^B / / ^B / / / ^B J264 265 263(0) V !U__!(1/99) Q264B D39_3F.FREQUENCY OF RATE CHANGE C0 /6 102 0 C7 Otro (ENTER 1) C11 Dos veces al a¤o C12 Cada dos meses C13 Cada tres a¤os C15 La tasa var¡a cont¡nuamente/cuando cambia la tasa (ENT /ER 1) C16 Cada siete a¤os C19 En total (ENTER 1) G 0,2/4,12,5,6,13,16,15,19,7 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(N7) Q266U D39_3FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q267B 98 D39_4.SIZE OF PAYMENTS CHANGE WITH RATE? /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF (224(1)+218(2)).(224(2)+272(2)) / Cuando cambia la tasa de inter‚s sobre su contrato de propiedad, ¨cambia /tambi‚n el monto de /~ELSE 224(3) / Cuando cambia la tasa de inter‚s sobre su pr‚stamo, ¨cambia tambi‚n el monto /de /~ELSE / Cuando cambia la tasa de inter‚s sobre su hipoteca, ¨cambia tambi‚n el monto /de /~END / los pagos mensuales? / / ^B J268 267 B267(0+"0")=PLEASE ENTER RESPONSE Q268UB 5 D39_5.MOST RATE CAN RISE AT ONE TIME /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Cu l es el m ximo que puede aumentar cada vez la tasa de inter‚s en un /momento determinado? / / IF R SAYS "POINTS", CLARIFY: ¨Una cent‚sima de un por ciento ("basis points") /o punto porcentual ("percentage points")? (SEE QxQ) / / IF NO LIMIT, PRESS [F6] KEY. / / ^B/POINTS J269 268 B268(0+"0")=INVALID RESPONSE! J269 268 B268(","."-"."+")=INVALID RESPONSE! V !.A__.__%!("NT",0/100) Q269UB 5 D39_6.ORIGINAL INTEREST RATE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF (224(1)+218(2)).(224(2)+272(2)) / ¨Cu l era la tasa de inter‚s sobre este contrato de propiedad cuando lo /obtuvo por primera vez? /~ELSE 224(3) / ¨Cu l era la tasa de inter‚s sobre este pr‚stamo cuando lo obtuvo por primera /vez? /~ELSE / ¨Cu l era la tasa de inter‚s sobre esta hipoteca cuando la obtuvo por primera /vez? /~END / / ^B V !.U__.__%!(0/100){Nn\.nn} Q270UB 5 D39_7.HIGHEST RATE CAN GO UP /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Hasta cu nto puede subir la tasa de inter‚s en el transcurso del t‚rmino del /pr‚stamo? / / / AMOUNT BY WHICH THE RATE COULD RISE. / / ^B 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! V !.U__.__%!(0/100){Nn\.nn} Q271B 98 D39_8.CONVERTIBLE MORTGAGE? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF (224(1)+218(2)).(224(2)+272(2)) / ¨Este contrato de propiedad es convertible; es decir, tiene usted la opci¢n /de convertirlo en un contrato de propiedad con una tasa de inter‚s fija? /~ELSE 224(3) / ¨Este pr‚stamo es convertible; es decir, tiene usted la opci¢n de convertirlo /en un pr‚stamo con una tasa de inter‚s fija? /~ELSE / ¨Esta hipoteca es convertible; es decir, tiene usted la opci¢n de / convertirla en una hipoteca con una tasa de inter‚s fija? /~END / / ^B J272 271 B271(0+"0")=PLEASE ENTER RESPONSE J272 273 224(G1) Q272B D40.SECOND MORTGAGE/LAND CONTRACT? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Tiene usted una segunda hipoteca o un contrato de propiedad sobre esta /propiedad? / IF YES, SAY: Por favor no cuente ninguna l¡nea de cr‚dito "home equity". / / 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 S¡, segunda hipoteca C2 S¡, contrato de propiedad 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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF 218(L3) / ¨Tiene usted otros pr‚stamos para los que se haya dado esta propiedad como /garant¡a? /~ELSE / ¨Tiene usted alg£n pr‚stamo para el que se haya dado esta propiedad como /garant¡a? /~END / / IF YES, SAY: Por favor no cuente ninguna l¡nea de cr‚dito "home equity". / / ^B J224 274 273(2.K2.K3) J224 273 B273(0+"0")=PLEASE ENTER RESPONSE R224 273 Q274B 19 D41.OWE ON OTHER LOANS FOR PROPERTY? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF 0A(LE1)=6AM25(N2)= /~IF 218(L3) / ¨Usted debe dinero por alg£n otro pr‚stamo que haya obtenido para comprar / esta propiedad, tales como pr‚stamos de parientes o del vendedor? /~ELSE / ¨Usted debe dinero por alg£n pr‚stamo que haya obtenido para comprar esta / propiedad, tales como pr‚stamos de parientes o del vendedor? /~END /~ELSE /~IF 218(L3) / ¨Usted y su familia que vive aqu¡ deben dinero por alg£n otro pr‚stamo que / hayan obtenido para comprar esta propiedad, tales como pr‚stamos de / parientes o del vendedor? /~ELSE / ¨Usted y su familia que vive aqu¡ deben dinero por alg£n pr‚stamo que / hayan obtenido para comprar esta propiedad, tales como pr‚stamos de / parientes o del vendedor? /~END /~END / IF YES, SAY: Por favor no cuente ninguna l¡nea de cr‚dito "home equity". / / ^B J275 274 B274(0+"0")=PLEASE ENTER RESPONSE J275 1165 274(A+N1) Q275UB 2 D42M.MONTH LOAN TAKEN OUT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨En qu‚ mes y a¤o se obtuvo este pr‚stamo? / / 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 J277 276 276(LQ211.LQ143)+276(G0)=REFINANCE DATE MUST BE LATER /THAN PURCHASE DATE! V (1896/1998){NNNN} Q277UB 7 D43.AMOUNT BORROWED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Cu nto obtuvo como pr‚stamo, sin contar los cargos financieros? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J278 277 B277(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J278 279 277(0+"0") J278 277 B277(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",0/9999999) Q278 DK. A30 DKDOL98.VQ C1 ^277 C2 6 J279 277 B278("X")=PLEASE ENTER CORRECT AMOUNT Q279B D44.REGULAR INSTALLMENT LOAN? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Es este un pr‚stamo normal a plazos en que usted paga una cantidad fija de / d¢lares al mes durante un n£mero fijo de meses hasta cubrir todo el /pr‚stamo, o es de otro tipo? / / ^B C0 C1 Normal a plazos C2 De otro tipo J280 279 B279(0+"0")=PLEASE ENTER RESPONSE J280 288 279(2) Q280B 234 D45.YEARS OR PAYMENTS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨A cu ntos pagos mensuales o a cu ntos a¤os se comprometi¢ cuando recibi¢ / el pr‚stamo? / / ^B J281 280 B280(0+"0")=PLEASE ENTER RESPONSE J281 282 280(A+N1) Q281UB 2 D45YS.NUMBER OF YEARS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / NUMBER OF YEARS: ^B J282 283 280(N2) V !U__!(1/99) Q282UB 3 D45PAY.NUMBER OF PAYMENTS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / NUMBER OF PAYMENTS: ^B J283 284 V !U___!(1/999) Q283X C1 otro 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 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨De cu nto son los pagos? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO TYPICAL PAYMENTS, PRESS [F6] KEY. / / ^B J285 284 B284(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J285 288 284(0+"0").284("NT") J285 284 B284(","."-"."+")=INVALID RESPONSE! V !.A$__,___.!("range,NT",0/99999) Q285 DK. A30 DKDOL98.VQ C1 ^284 C2 7 J286 284 B285("X")=PLEASE ENTER CORRECT AMOUNT J286 288 285(0) Q286B D46F.FREQUENCY OF PAYMENTS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / / ¨Cada cu nto se hacen? / / ^B C0 /7 102 0 C8 Suma total/un pago solamente C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J287 286 B286(0+"0")=PLEASE ENTER RESPONSE J287 288 286(N7) Q287U D46FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY J288 292 286(G0).284(K2) V M!a_! Q288UB 6 D47.AMOUNT OF TYPICAL PAYMENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨De cu nto es el pago t¡pico? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO TYPICAL PAYMENTS, PRESS [F6] KEY. / / ^B J289 288 B288(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J289 292 288(0+"0").288("NT") J289 288 B288(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range,NT",0/999999) Q289 DK. A30 DKDOL98.VQ C1 ^288 C2 7 J290 288 B289("X")=PLEASE ENTER CORRECT AMOUNT J290 292 289(0) Q290B D47F.FREQUENCY OF TYPICAL PAYMENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / / ¨Cada cu nto se hace? / / ^B C0 /7 102 0 C8 Suma total/Un pago solamente C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J291 290 B290(0+"0")=PLEASE ENTER RESPONSE J291 292 290(N7) Q291U D47FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY J292 293 288(A) V M!a_! Q292B D47_1.AHEAD, BEHIND, OR ON SCHEDULE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Est  usted pagando este pr‚stamo antes de los plazos establecidos, despu‚s /de los plazos, o m s o menos conforme a los plazos? / / ^B C0 C1 Conforme a los plazos C2 Antes de los plazos C3 Despu‚s de los plazos J293 292 B292(0+"0")=PLEASE ENTER RESPONSE J293 297 292(1) Q293UB 2 D48M.MONTH EXPECT TO REPAY LOAN / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨En qu‚ mes y a¤o piensa terminar de pagar este pr‚stamo? / / 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 J295 293 B294(L1998)+294(G0)=DATE CANNOT BE IN THE PAST! J295 293 B294(1998)+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) V (1998/2030,U2031/2050){NNNN} Q295UB 7 D49.AMOUNT STILL OWED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Cu nto se debe todav¡a de este pr‚stamo? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J296 295 B295(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J296 295 B295(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",1/9999999) Q296 DK. A30 DKDOL98.VQ C1 ^295 C2 6 J297 295 B296("X")=PLEASE ENTER CORRECT AMOUNT Q297UB 5 D50.ANNUAL INTEREST RATE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Qu‚ tasa de inter‚s anual se est  cobrando actualmente sobre este pr‚stamo? / / ^B V !.U__.__%!(0/100){Nn\.nn} Q298B D51.INSTITUTION / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / Por favor mire la Tarjeta de Instituciones. ¨Este pr‚setamo es de alguna de / las instituciones que est n en la Tajeta de Instituciones, o es de otra /institui¢n? / IF INSTITUTIONS CARD: ¨De cu l instituci¢n? /~IF M45("<") / IF "SOMEPLACE ELSE": ¨Qu‚ instituci¢n es? /~ELSE / IF "SOMEPLACE ELSE": ¨Qu‚ tipo de instituci¢n es? /~END / / MENTIONED AT THIS POINT. /^Y1^C2 / ^B C0 C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= C11 COMMERCIAL BANK C12 S&L/SAVINGS BANK C13 CREDIT UNION C14 FINANCE/LOAN CO C22 OTHER G 0 G '<1/6(=M43('<1/6()+45(N"<")= G '<1/6(=0A('<0/5()=43AM45(N"<")= G 11/14=0A(6)=43AM45(N"<")= G 22 G E1/6,11/14,22 J299 298 B298(0+"0")=PLEASE ENTER RESPONSE J299 299 300 M43(Q298)+45("<") Q299B / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / INSTITUTIONS ALREADY LISTED: / '^45M45(N"<")’31( / / ENTER NAME OF NEW INSTITUTION: / '^E45M43(Q298)+45("<")’55( / / / / / ^B C1 PRESS ENTER TO CONTINUE J300 299 BM43(Q298)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J300 1165 298(N22) Q300U D51V.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY J1165 301 773(A) V M!a_! Q1165B / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF 0A(LE1)=6AM25(N2)= / ¨Cu ntos a¤os ha vivido usted dentro de alrededor de 25 millas de su casa / actual? /~ELSE / ¨Cu ntos a¤os ha vivido usted o alguien de su familia que vive aqu¡ dentro /de alrededor de 25 millas de su casa actual? /~END / THE MOST RECENT TIME.) / / ^B C0 C1 ENTER YEARS C2 LESS THAN A YEAR C3 ENTIRE LIFE J1167 1165 B1165(0+"0")=PLEASE ENTER RESPONSE J1167 789 1165(N1) Q1167UB 2 / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / NUMBER OF YEARS: ^B J789 301 773(A) V (1/99) Q789B 773 D51_1.CHANCES STILL LIVING HERE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / (SHOW CARD 6) / Estamos interesados en saber su opini¢n sobre la posibilidad de que /usted siga viviendo en su direcci¢n actual durante los pr¢ximos dos a¤os. Use /cualquier n£mero del cero al 100, donde cero es igual a ninguna posibilidad y /100 es igual a que est  tolamente seguro(a), ¨qu‚ posibilidades hay, cree /usted, de que siga viviendo en su direcci¢n actual dentro de dos a¤os? / / / ^B J301 789 B789(1)=PLEASE ENTER RESPONSE Q301B 98 D52.HAVE LINES OF CREDIT? /QxQ D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF 0A(LE1)=6AM25(N2)= /~IF 107(3.4.6).134(4.5).184(2.7) / ¨Usted tiene alguna l¡nea de cr‚dito, sin contar tarjetas de cr‚dito / ni l¡neas de cr‚dito de negocios? Por favor incluya todas las l¡neas de / cr‚dito incluso si actualmente no est  us ndolas para obtener dinero. /~ELSE / ¨Usted tiene alguna l¡nea de cr‚dito "home equity" o alguna otra l nea de /cr‚dito, sin contar tarjetas de cr‚dito ni l¡neas de cr‚dito de negocios? Por /favor incluya todas las l¡neas de cr‚dito incluso si actualmente no est  /us ndolas para obtener dinero. /~END /~ELSE /~IF 107(3.4.6).134(4.5).184(2.7) / ¨Usted o alguien de su familia que vive aqu¡ tiene alguna l¡nea de cr‚dito, / sin contar tarjetas de cr‚dito ni l¡neas de cr‚dito de negocios? Por favor /incluya todas las l¡neas de cr‚dito incluso si actualmente no est  us ndolas /para obtener dinero. /~ELSE / ¨Usted o alguien de su familia que vive aqu¡ tiene alguna l¡nea de cr‚dito /"home equity" o alguna otra l¡nea de cr‚dito, sin contar tarjetas de cr‚dito /ni l¡neas de cr‚dito de negocios? Por favor incluya todas las l¡neas de /cr‚dito incluso si actualmente no est  us ndolas para obtener dinero. /~END /~END / / 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 J302 301 B301(0+"0")=PLEASE ENTER RESPONSE J302 324 301(2.K2.K3) Q302UB 2 D53.# OF LINES OF CREDIT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF 0A(LE1)=6AM25(N2)= / ¨Cu ntas l¡neas de cr‚dito tiene usted? /~ELSE / ¨Cu ntas l¡neas de cr‚dito tiene usted y su familia que vive aqu¡? /~END / / # LINES OF CREDIT: ^B V !U__!(1/99) 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? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / ^303 / /~IF 302(1) / ¨Esta l¡nea de cr‚dito est  garantizada por la amortizaci¢n de su casa? /~ELSE 303(1) / ¨La l¡nea de cr‚dito mayor est  garantizada por la amortizaci¢n de su casa? /~ELSE / ¨La siguiente l¡nea de cr‚dito est  garantizada por la amortizaci¢n de su /casa? /~END / / ^B J305 304 B304(0+"0")=PLEASE ENTER RESPONSE Q305B 98 D53_2.BORROWING AGAINST LINE OF CREDIT? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / ^303 / / ¨Debe usted dinero actualmente en esta l¡nea de cr‚dito? / / ^B J306 305 B305(0+"0")=PLEASE ENTER RESPONSE J306 316 305(A+N1) Q306UB 8 D53_3.AMOUNT BORROWED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / ^303 / / ¨Cu nto pidi¢ prestado la £ltima vez que us¢ esta l¡nea de cr‚dito? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J307 306 B306(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J307 308 306(0+"0") J307 306 B306(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",1/99999999) Q307 DK. A30 DKDOL98.VQ C1 ^306 C2 6 J308 306 B307("X")=PLEASE ENTER CORRECT AMOUNT Q308U D53_4.WHAT WAS MONEY USED FOR? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / ^303 / / ¨Para qu‚ us¢ el dinero? (¨Cu l fue su uso principal?) V M!a_! Q309UB 8 D53_5.AMOUNT OWED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / ^303 / / / ¨Cu nto se debe actualmente? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J310 309 B309(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J310 311 309(0+"0") J310 309 B309(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",1/99999999) Q310 DK. A30 DKDOL98.VQ C1 ^309 C2 6 J311 309 B310("X")=PLEASE ENTER CORRECT AMOUNT Q311UB 6 D53_6.AMOUNT OF TYPICAL PAYMENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / ^303 / / ¨De cu nto es el pago t¡pico? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO TYPICAL PAYMENTS, PRESS [F6] KEY. / / ^B J312 311 B309(G0)+311(GQ309)=PAYMENTS MUST BE < AMOUNT OWED (^30 /9) J312 311 B311(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J312 315 311(0+"0").311("NT") J312 311 B311(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range,NT",0/999999) Q312 DK. A30 DKDOL98.VQ C1 ^311 C2 8 J313 311 B312("X")=PLEASE ENTER CORRECT AMOUNT J313 315 312(0) Q313B D53_6F.FREQUENCY OF TYPICAL PAYMENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ^303 / / / ¨Y cada cu nto se hace? / / ^B C0 /7 102 0 C8 Suma total/un pago solamente C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J314 313 B313(0+"0")=PLEASE ENTER RESPONSE J314 315 313(N7) Q314U D53_6FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q315UB 5 D53_7.ANNUAL INTEREST RATE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / ^303 / / ¨Qu‚ tasa de inter‚s anual se est  cobrando actualmente sobre este pr‚stamo? / / ^B V !.U__.__%!(0/100){Nn\.nn} Q316B D53_8.INSTITITUTION / D: PRINCIPAL RESIDENCE, LINES OF CREDIT /^303 / / (Por favor mire la Tarjeta de Instituciones) ¨Esta l¡nea de cr‚dito es de / alguna de las instituciones que est n en la Tarjeta de Instituciones o es de /otra instituci¢n? / / IF INSTITUTIONS CARD: ¨De qu‚ instituci¢n? /~IF M45("<") / IF "SOMEPLACE ELSE": ¨Cu l instituci¢n es? /~ELSE / IF "SOMEPLACE ELSE": ¨Qu‚ tipo de instituci¢n es ‚sta? /~END / / MENTIONED AT THIS POINT. /^Y1^C2 / ^B C0 C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= C11 COMMERCIAL BANK C12 S&L/SAVINGS BNK C14 FINANCE/LOAN CO C16 BROKERAGE C22 OTHER G 0 G '<1/6(=M43('<1/6()+45(N"<")= G '<1/6(=0A('<0/5()=43AM45(N"<")= G 22 G 11,12,14,16=0A(6)=43AM45(N"<")= G E1/6,11,12,14,16,22 J317 316 B316(0+"0")=PLEASE ENTER RESPONSE J317 317 318 M43(Q316)+45("<") Q317B / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / ^303 / / INSTITUTIONS ALREADY LISTED: / '^45M45(N"<")’31( / / ENTER NAME OF NEW INSTITUTION: / '^E45M43(Q316)+45("<")’55( / / / / / ^B C1 PRESS ENTER TO CONTINUE J318 317 BM43(Q316)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J318 319 316(N22) Q318U D53_8V.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q319UB 8 D53_9.MAXIMUM AMOUNT CAN BORROW / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / ^303 / /~IF 310(G0) / Contando el dinero que debe ahora, ¨cu l es la cantidad m xima que usted / podr¡a pedir prestado en esta l¡nea de cr‚dito? /~ELSE / ¨Cu l es la cantidad m xima que usted / podr¡a pedir prestado en esta l¡nea de cr‚dito? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J320 319 B319(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J320 321 319(0+"0") J320 319 B319(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",1/99999999) Q320 DK. A30 DKDOL98.VQ C1 ^319 C2 6 J321 319 B320("X")=PLEASE ENTER CORRECT AMOUNT J321 322 303(3)+302(G3)=:1: Q321B 98 D53_10.ANOTHER LINE OF CREDIT? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ^303 / /~IF 303(LQ302) / INTERVIEWER: CAN R PROVIDE INFORMATION ON ANOTHER LINE OF CREDIT? /~ELSE / ¨Hay alguna otra l¡nea de cr‚dito? /~END / / ^B J303 321 B321(0+"0")=PLEASE ENTER RESPONSE J303 324 321(2.K2.K3)+302(LE1) J303 322 321(2.K2.K3)+302(G1) R303 321 J322 324 321(K2.K3) J322 322 324 321(1).303(LQ302) Q322UB 8 D53_11.AMOUNT OWED ON REMAINING LINES OF CREDIT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / ¨Cu l es el monto total que usted debe actualmente por todas las dem s / l¡neas de cr‚dito? /~ELSE / ¨Cu l es el monto total que usted y su familia que vive aqu¡ deben /actualmente por todas las dem s l¡neas de cr‚dito? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J323 322 B322(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J323 324 322(0+"0") J323 322 B322(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",0/99999999) Q323 DK. A30 DKDOL98.VQ C1 ^322 C2 6 J324 322 B323("X")=PLEASE ENTER CORRECT AMOUNT 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 D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF 0A(LE1)=6AM25(N2)= / ¨Alguna vez usted ha hecho alguna ampliaci¢n importante o ha hecho alguna /remodelaci¢n significativa en esta propiedad? /~ELSE / ¨Alguna vez usted y su familia que vive aqu¡ han hecho alguna ampliaci¢n /importante o han hecho alguna remodelaci¢n significativa en esta propiedad? /~END / / ^B J325 324 B324(0+"0")=PLEASE ENTER RESPONSE J325 361 324(A+N1) Q325UB 7 D54_1.COST OF ADDITIONS/REMODELING / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨M s o menos cu l fue el costo total de todas las ampliaciones o de la /remodelaci¢n en esta propiedad? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J326 325 B325(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J326 325 B325(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",1/9999999) Q326 DK. A30 DKDOL98.VQ C1 ^325 C2 5 J327 325 B326("X")=PLEASE ENTER CORRECT AMOUNT Q327B 98 D54_2.ANY OTHER REMODELING LOANS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / /~IF 0A(LE1)=6AM25(N2)= / Adem s de lo que ya he anotado, ¨usted debe alg£n dinero por pr‚stamos que / se obtuvieron para pagar estos proyectos? /~ELSE / Adem s de lo que ya he anotado, ¨usted o su familia que vive aqu¡ debe /alg£n dinero por pr‚stamos que se obtuvieron para pagar estos proyectos? /~END / / ^B J328 327 B327(0+"0")=PLEASE ENTER RESPONSE J328 361 327(A+N1) Q328UB 2 D55M.MONTH LOAN TAKEN OUT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨En qu‚ mes y a¤o se tom¢ el pr‚stamo m s reciente? / / JAN = 1 APR = 4 JUL = 7 OCT = 10 / FEB = 2 MAY = 5 AUG = 8 NOV = 11 / MAR = 3 JUN = 6 SEP = 9 DEC = 12 / / ^B ^B / MONTH YEAR V (1/12){Nn} Q329UB 4 D55Y.YEAR LOAN TAKEN OUT J330 328 B328(GQ4)+329(1998)=DATE CANNOT BE IN THE FUTURE! J330 328 B329(LQ211.LQ143)+329(G0)=REFINANCE DATE MUST BE LATER /THAN PURCHASE DATE! V (1896/1998){NNNN} Q330UB 7 D56.AMOUNT BORROWED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Cu nto se tom¢ prestado, sin incluir cargos financieros? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J331 330 B330(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J331 332 330(0+"0") J331 330 B330(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",1/9999999) Q331 DK. A30 DKDOL98.VQ C1 ^330 C2 6 J332 330 B331("X")=PLEASE ENTER CORRECT AMOUNT Q332B D57.REGULAR INSTALLMENT LOAN? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Es este un pr‚stamo normal a plazos en que usted paga una cantidad fija de / d¢lares al mes durante un n£mero fijo de meses hasta que cubre todo el /pr‚stamo, o es de otro tipo? / / / ^B C0 C1 Normal a plazos C2 De otro tipo J333 332 B332(0+"0")=PLEASE ENTER RESPONSE J333 341 332(2) Q333B 234 D58.YEARS OR PAYMENTS? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨A cu ntos pagos mensuales o a cu ntos a¤os se comprometi¢ usted cuando /recibi¢ el pr‚stamo? / / ^B J334 333 B333(0+"0")=PLEASE ENTER RESPONSE J334 335 333(A+N1) Q334UB 2 D58YS.NUMBER OF YEARS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / NUMBER OF YEARS: ^B J335 337 333(N2) V !U__!(0/99) Q335UB 3 D58PAY.NUMBER OF PAYMENTS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / NUMBER OF PAYMENTS: ^B J337 341 333(3) V !U___!(0/999) Q337UB 5 D59.AMOUNT OF PAYMENTS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨De cu nto son los pagos? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO REGULAR PAYMENTS, PRESS [F6] KEY. / / ^B J338 337 B337(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J338 341 337(0+"0").337("NT") J338 337 B337(","."-"."+")=INVALID RESPONSE! V !.A$__,___.!("range,NT",0/99999) Q338 DK. A30 DKDOL98.VQ C1 ^337 C2 8 J339 337 B338("X")=PLEASE ENTER CORRECT AMOUNT J339 341 338(0) Q339B D59F.FREQUENCY OF PAYMENTS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / / ¨Y cada cu nto se hacen? / / ^B C0 /7 102 0 C8 Suma total/un pago solamente C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J340 339 B339(0+"0")=PLEASE ENTER RESPONSE J340 341 339(N7) Q340U D59FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY J341 345 339(G0).337(K2) V M!a_! Q341UB 6 D60.AMOUNT OF TYPICAL PAYMENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨De cu nto es el pago t¡pico? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO TYPICAL PAYMENTS, PRESS [F6] KEY. / / ^B J342 341 B341(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J342 345 341(0+"0").341("NT") J342 341 B341(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range,NT",0/999999) Q342 DK. A30 DKDOL98.VQ C1 ^341 C2 8 J343 341 B342("X")=PLEASE ENTER CORRECT AMOUNT J343 345 342(0) Q343B D60F.FREQUENCY OF PAYMENTS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / / ¨Y cada cu nto se hace? / / ^B C0 /7 102 0 C8 Suma total/un pago solamente C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J344 343 B343(0+"0")=PLEASE ENTER RESPONSE J344 345 343(N7) Q344U D60FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY J345 346 341(A) V M!a_! Q345B D60_1.AHEAD, BEHIND, OR ON SCHEDULE / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Est  usted pagando este pr‚stamo antes de los plazos establecidos, despu‚s / de los plazos establecidos o m s o menos conforme a los plazos? / / ^B C0 C1 Conforme a los plazos C2 Antes de los plazos C3 Despu‚s de los plazos J346 345 B345(0+"0")=PLEASE ENTER RESPONSE J346 350 345(1) Q346UB 2 D61M.MONTH EXPECT TO REPAY LOAN / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨En qu‚ mes y a¤o piensa terminar de pagar este pr‚stamo? / / 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 J348 346 347(1998)+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) V (1998/2030,U2031/2050){NNNN} Q348UB 7 D62.AMOUNT STILL OWED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Cu nto se debe todav¡a de este pr‚stamo? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J349 348 B348(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J349 348 B348(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",1/9999999) Q349 DK. A30 DKDOL98.VQ C1 ^348 C2 6 J350 348 B349("X")=PLEASE ENTER CORRECT AMOUNT Q350UB 5 D63.CURRENT INTEREST RATE CHARGED / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Qu‚ tasa de inter‚s anual se est  cobrando actualmente sobre este pr‚stamo? / / ^B% V !.U__.__!(0/100){Nn\.nn} Q351B D64.INSTITUTION / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / Por favor mire la Tarjeta de Instituciones. ¨Este pr‚stamo es de alguna de /las instituciones que est n en la Tarjeta de Instituciones, o es de otra /instituci¢n? / / IF INSTITUTIONS CARD: ¨De qu‚ instituci¢n? /~IF M45("<") / IF "SOMEPLACE ELSE": ¨Qu‚ instituci¢n es? /~ELSE / IF "SOMEPLACE ELSE": ¨Qu‚ tipo de instituci¢n es ‚sta? /~END / / MENTIONED AT THIS POINT. /^Y1^C2 / ^B C0 C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= C11 COMMERCIAL BANK C12 S&L/SAVINGS BNK C13 CREDIT UNION C14 FINANCE/LOAN CO C22 OTHER G 0 G '<1/6(=M43('<1/6()+45(N"<")= G '<1/6(=0A('<0/5()=43AM45(N"<")= G 11/14=0A(6)=43AM45(N"<")= G 22 G E1/6,11/14,22 J352 351 B351(0+"0")=PLEASE ENTER RESPONSE J352 352 353 M43(Q351)+45("<") Q352B / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / INSTITUTIONS ALREADY LISTED: / '^45M45(N"<")’31( / / ENTER NAME OF NEW INSTITUTION: / '^E45M43(Q351)+45("<")’55( / / / / / ^B C1 PRESS ENTER TO CONTINUE J353 352 BM43(Q351)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J353 354 351(N22) Q353U D64V.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q354B 98 D65.OWE ON MORE IMPROVEMENT LOANS? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Debe usted dinero por m s de un pr‚stamo que se obtuvo para hacer /ampliaciones o mejoras a esta propiedad? / / ^B J355 354 B354(0+"0")=PLEASE ENTER RESPONSE J355 361 354(A+N1) Q355UB 7 D65_1.AMOUNT OWED ON OTHER LOANS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / En conjunto, ¨cu nto se debe todav¡a de todos los dem s pr‚stamos que se /obtuvieron para hacer construcci¢n adicional o hacer mejoras a esta propiedad? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J356 355 B355(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J356 357 355(0+"0") J356 355 B355(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",1/9999999) Q356 DK. A30 DKDOL98.VQ C1 ^355 C2 7 J357 355 B356("X")=PLEASE ENTER CORRECT AMOUNT Q357UB 6 D65_2.AMOUNT OF PAYMENTS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / En conjunto, ¨de cu nto son los pagos? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO TYPICAL PAYMENTS, PRESS [F6] KEY. / / ^B J358 357 B357(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J358 361 357(0+"0").357("NT") J358 357 B357(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range,NT",0/999999) Q358 DK. A30 DKDOL98.VQ C1 ^357 C2 8 J359 357 B358("X")=PLEASE ENTER CORRECT AMOUNT J359 361 358(0) Q359B D65_2F.FREQUENCY OF PAYMENTS / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / / ¨Y cada cu nto se hacen? / / ^B C0 /7 102 0 C8 Suma total/un pago solamente C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J360 359 B359(0+"0")=PLEASE ENTER RESPONSE J360 361 359(N7) Q360U D65_2FV.SPECIFY / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY J361 362 95(1/2)=:1: J361 362 95(N1/2)=:2: V M!a_! Q361 98 D66.FARM OR RANCH? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / INTERVIEWER: DOES R LIVE ON A RANCH OR FARM? J362 361 B361(0+"0")=PLEASE ENTER RESPONSE J362 367 361(1) Q362B 98 D67.RENT ANY PORTION OF HOUSE/LOT/APARTMENT? / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / ¨Usted le alquila una parte de esta(e) (casa o lote/apartamento/casa /rodante/edificio) a otras personas? / / ^B J363 362 B362(0+"0")=PLEASE ENTER RESPONSE J363 367 362(A+N1) Q363UB 5 D67_1.AMOUNT OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Qu‚ cantidad recibe usted por concepto de alquiler? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J364 363 B363(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J364 367 363(0+"0") J364 363 B363(","."-"."+")=INVALID RESPONSE! V !.A$__,___.!("range",0/99999) Q364 DK. A30 DKDOL98.VQ C1 ^363 C2 8 J365 366 B364("X")=PLEASE ENTER CORRECT AMOUNT J365 367 364(0) Q365B 102 D67_1F.FREQUENCY OF RENT / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / / / ¨Y cada cu nto recibe esa cantidad? / / ^B J366 365 B365(0+"0")=PLEASE ENTER RESPONSE J366 367 365(N7) Q366U D67_1FV. / D: PRINCIPAL RESIDENCE, LINES OF CREDIT / PLEASE SPECIFY V M!a_! Q367B 19 E1. LOANED BUYER MONEY /QxQ E: REAL ESTATE AND LOANS TO OTHERS / / Con esto se terminan las preguntas sobre su residencia. / /~IF 0A(LE1)=6AM25(N2)= / ¨Alguna vez usted vendi¢ un bien ra¡z para lo cual usted le dio prestado /dinero al comprador? Por favor, incluya haber aceptado del comprador una nota /de cr‚dito, un contrato de propiedad o una hipoteca. /~ELSE / ¨Alguna vez usted o alguien de su familia que vive aqu¡, vendi¢ un bien /ra¡z para lo cual usted le dio prestado dinero al comprador? Por favor, /incluya haber aceptado del comprador una nota de cr‚dito, un contrato de /propiedad o una hipoteca. /~END / / ^B J368 367 B367(0+"0")=PLEASE ENTER RESPONSE J368 401 367(A+N1) V B Q368B 19 E2. BUYER STILL OWE / E: REAL ESTATE AND LOANS TO OTHERS / /~IF 0A(LE1)=6AM25(N2)= / El comprador todav¡a le debe dinero a usted por alguna de esas notas, / contratos de propiedad o hipotecas? /~ELSE / El comprador todav¡a le debe dinero a su familia por alguna de esas notas, / contratos de propiedad o hipotecas? /~END / / ^B J369 368 B368(0+"0")=PLEASE ENTER RESPONSE J369 401 368(A+N1) Q369UB 2 E2_1. HOW MANY LOANS / E: REAL ESTATE AND LOANS TO OTHERS / /~IF 0A(LE1)=6AM25(N2)= / En conjunto, ¨por cu ntos pr‚stamos de este tipo le deben dinero a usted? /~ELSE / En conjunto, ¨por cu ntos pr‚stamos de este tipo le deben dinero a su /familia? /~END / / ^B V (1/10,U11/99){Nn} Q370S MORTGAGE STEP-THROUGH C1 1 C2 2 C3 3 Q371B E3. LAND/MORTGAGE/ELSE /QxQ E: REAL ESTATE AND LOANS TO OTHERS /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / /~IF 369(1)+370(1) / Respecto a este pr‚stamo, ¨es un contrato de propiedad, una hipoteca o es de /otro tipo? /~ELSE /~IF 370(1) / Respecto al pr‚stamo m s grande, ¨es un contrato de propiedad, una hipoteca /~ELSE / Respecto al siguiente pr‚stamo m s grande, ¨es un contrato de propiedad, una /hipoteca /~END / o es de otro tipo? /~END / / ^B C0 C1 contrato de propiedad C2 hipoteca C3 de otro tipo J373 371 B371(0+"0")=PLEASE ENTER RESPONSE J372 373 Q372X C1 contrato de propiedad C2 hipoteca C3 pr‚stamo G 1=371(1) G 2=371(2) G 3=371(3.K2.K3) J373 376 371(N3) Q373U E3V. COMMENT FOR SOMETHING ELSE / E: REAL ESTATE AND LOANS TO OTHERS /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / / / / ¨De qu‚ tipo de pr‚stamo se trata? / / V M!a_! Q374UB 8 E4. HOW MUCH OWED / E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / /~IF 0A(LE1)=6AM25(N2)= / ¨Cu nto le deben a usted por esa nota? /~ELSE / ¨Cu nto le deben a usted y a su familia por esa nota? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J375 374 B374(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J375 374 B374(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",1/99999999) Q375 DK. A30 DKDOL98.VQ C1 ^374 C2 3 J376 374 B375("X")=PLEASE ENTER CORRECT AMOUNT J376 392 374(A) Q376UB 2 E5M. MONTH TAKEN OUT / E: REAL ESTATE AND LOANS TO OTHERS /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / / / ¨En qu‚ mes y a¤o se hizo esa/ese ^372 ? / / / JAN = 1 APR = 4 JUL = 7 OCT = 10 / FEB = 2 MAY = 5 AUG = 8 NOV = 11 / MAR = 3 JUN = 6 SEP = 9 DEC = 12 / / ^B ^B / MONTH YEAR V (1/12){Nn} Q377UB 4 E5Y. YEAR TAKEN OUT J378 376 B376(GQ4)+377(1998)=DATE CANNOT BE IN THE FUTURE! V (1896/1998){NNNN} Q378UB 8 E6. HOW MUCH LEND / E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / /~IF 0A(LE1)=6AM25(N2)= / ¨Cu nto dinero le prest¢ usted al prestatario? /~ELSE / ¨Cu nto dinero le prest¢ su familia al prestatario? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J379 378 B378(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J379 378 B378(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",1/99999999) Q379 DK. A30 DKDOL98.VQ C1 ^378 C2 3 J380 378 B379("X")=PLEASE ENTER CORRECT AMOUNT Q380UB 8 E7. HOW MUCH STILL OWED / E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / / / ¨Cu nto se debe todav¡a por ese/esa (contrato de propiedad/ hipoteca/ /pr‚stamo)? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J381 380 B380(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J381 380 B380(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",1/99999999) Q381 DK. A30 DKDOL98.VQ C1 ^380 C2 3 J382 380 B381("X")=PLEASE ENTER CORRECT AMOUNT Q382UB 7 E8. AMOUNT OF PAYMENTS / E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / / / ¨De cu nto son los pagos (del/de la) (contrato de propiedad/ hipoteca/ /pr‚stamo)? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO REGULAR PAYMENTS, PRESS [F6] KEY. / / ^B J383 382 B382(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J383 386 382(0+"0").382("NT") J383 382 B382(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range,NT",0/9999999) Q383 DK. A30 DKDOL98.VQ C1 ^382 C2 7 J384 382 B383("X")=PLEASE ENTER CORRECT AMOUNT J384 386 383(0) Q384B E8F.FREQUENCY OF PAYMENTS / E: REAL ESTATE AND LOANS TO OTHERS /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / / / ¨Y cada cu nto deben hacerse? / / ^B C0 /7 102 0 C8 Suma total/un pago solamente C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J385 384 B384(0+"0")=PLEASE ENTER RESPONSE J385 386 384(N7) Q385U E8FV. / E: REAL ESTATE AND LOANS TO OTHERS /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / PLEASE SPECIFY J386 382 B379(G0)+379(LQ383)=PAYMENTS ARE GREATER THAN AMOUNT LE /NT TO BORROWER! J386 392 382("NT") V M!a_! Q386B 234 E9. YEARS OR PAYMENTS / E: REAL ESTATE AND LOANS TO OTHERS /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / / / Cuando se hizo (el/la) (contrato de propiedad/hipoteca/pr‚stamo), ¨se fij¢ /un n£mero de a¤os, un n£mero de pagos, o no se fij¢ un n£mero de a¤os o de /pagos? /^C1 / ^B J387 386 B386(0+"0")=PLEASE ENTER RESPONSE J387 388 386(A+N1) Q387UB 2 E9YRS.NUMBER OF YEARS / E: REAL ESTATE AND LOANS TO OTHERS /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / / NUMBER OF YEARS: ^B J388 389 386(N2) V (1/99){Nn} Q388UB 3 E9PAY.NUMBER OF PAYMENTS / E: REAL ESTATE AND LOANS TO OTHERS /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / / NUMBER OF PAYMENTS: ^B V (1/999){Nnn} Q389B E10. PAY OFF OR BALLOON /QxQ E: REAL ESTATE AND LOANS TO OTHERS /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / / ¨Con los pagos regulares se va a cubir (toda la/todo el) ^372 / o cuando llegue el t‚rmino (del/de la) (contrato de propiedad/ hipoteca/ /pr‚stamo) va a haber un saldo a pagar o pago "balloon" (pago final mayor)? / /^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 / E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / / ¨Cu l va a ser el saldo a pagar o pago "balloon"? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J391 390 B379(G0)+390(GQ379)=:~:PAYMENT SHOULD BE LESS THAN AMOU /NT BORROWED J391 390 B390(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J391 392 390(0+"0") J391 390 B390(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",1/9999999) Q391 DK. A30 DKDOL98.VQ C1 ^390 C2 3 J392 390 B391("X")=PLEASE ENTER CORRECT AMOUNT Q392B 19 E11. STILL OWE MONEY? / E: REAL ESTATE AND LOANS TO OTHERS /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / /~IF 0A(LE1)=6AM25(N2)= / ¨Todav¡a debe usted alguna suma de dinero por pr‚stamos para adquirir esta /propiedad? /~ELSE / ¨Todav¡a debe usted o su familia que vive aqu¡ alguna suma de dinero por /pr‚stamos para adquirir esta propiedad? /~END / / ^B J393 392 B392(0+"0")=PLEASE ENTER RESPONSE J393 395 392(A+N1) Q393UB 7 E11_1. AMOUNT STILL OWED / E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / / / ¨Cu nto debe todav¡a? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J394 393 B379(G0)+393(GQ379)=:~:AMOUNT OWED SHOULD BE LESS THAN /AMOUNT BORROWED J394 393 B393(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J394 395 393(0+"0") J394 393 B393(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",1/9999999) Q394 DK. A30 DKDOL98.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? / E: REAL ESTATE AND LOANS TO OTHERS /~IF 370(LEQ369) /LOAN: ^370 OF ^369 /~ELSE /LOAN: ^370 /~END / / /~IF 370(LQ369) / LOAN/LAND CONTRACT? /~ELSE / ¨Hay alg£n otro pr‚stamo para bienes ra¡ces o contratos de propiedad en que /el comprador le debe dinero a usted? /~END / /^C1 / / ^B J370 401 395(2.K2.K3)+369(LE1) J370 396 395(2.K2.K3)+369(G1) J370 395 B395(0+"0")=PLEASE ENTER RESPONSE R370 395 J396 401 395(K2.K3).396(K2.K3) J396 396 401 395(1).370(LQ369) Q396UB 9 E13. AMOUNT OWED IN REMAINING LOANS / E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 0A(LE1)=6AM25(N2)= / ¨M s o menos cu nto le deben en total a usted por las dem s notas, / contratos de propiedad o hipotecas? /~ELSE / ¨M s o menos cu nto le deben en total a su familia por las dem s notas, / contratos de propiedad o hipotecas? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J397 396 B396(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J397 398 396(0+"0") J397 396 B396(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q397 DK. A30 DKDOL98.VQ C1 ^396 C2 3 J398 396 B397("X")=PLEASE ENTER CORRECT AMOUNT Q398B 19 E13_1. STILL OWE ON OTHER? / E: REAL ESTATE AND LOANS TO OTHERS / /~IF 0A(LE1)=6AM25(N2)= / ¨Todav¡a debe usted alguna suma de dinero por / pr‚stamos para adquirir estas otras propiedades? /~ELSE / ¨Todav¡a debe usted o su familia que vive aqu¡ alguna suma de dinero por / pr‚stamos para adquirir estas otras propiedades? /~END / / ^B J399 398 B398(0+"0")=PLEASE ENTER RESPONSE J399 401 398(A+N1) Q399UB 9 E13_2. AMOUNT OWE IN REMAINING LOANS / E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 0A(LE1)=6AM25(N2)= / En conjunto, ¨cu nto debe usted todav¡a? /~ELSE / En conjunto, ¨cu nto debe su familia todav¡a? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J400 399 B399(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J400 401 399(0+"0") J400 399 B399(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q400 DK. A30 DKDOL98.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 E: REAL ESTATE AND LOANS TO OTHERS / /~IF 0A(LE1)=6AM25(N2)= / ¨Usted es due¤o(a) de(otro) bien ra¡z, tal como un lote, una casa de /vacaciones, de tiempo compartido, un edificio de apartamentos, una propiedad /comercial u otra propiedad para inversi¢n, incluyendo propiedades que le /pertenezcan en sociedad con otras personas? /~ELSE / ¨Usted o su familia que vive aqu¡ es due¤o(a) de(otro) bien ra¡z, tal como /un lote, una casa de vacaciones, de tiempo compartido, un edificio de /apartamentos, una propiedad comercial u otra propiedad para inversi¢n, /incluyendo propiedades que le pertenezcan en sociedad con otras personas? /~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 E: REAL ESTATE AND LOANS TO OTHERS / / / ¨Alguna de esas propiedades pertenece a una empreza? /^C1 / / ^B / / (IF YES, SAY: Le preguntar‚ despu‚s sobre esas propiedades). J403 402 B402(0+"0")=PLEASE ENTER RESPONSE Q403UB 3 E15. PROPERTIES W/INTEREST IN /QxQ E: REAL ESTATE AND LOANS TO OTHERS / /~IF 0A(LE1)=6AM25(N2)= / De las propiedades que no pertenecen a una empresa, ¨de cu ntas es / due¤o(a) usted o en cu ntas tiene intereses? /~ELSE / De las propiedades que no pertenecen a una empresa, ¨de cu ntas es / due¤o(a) usted y su familia que vive aqu¡, o en cu ntas tiene intereses? /~END /~IF 206(1) /~IF 205(1/2) / Anteriormente usted me dijo que era due¤o(a) de su casa, separadamente de la /otra unidad de la que es due¤o(a) en la propiedad. Por favor incluya aqu¡ el /resto de la propiedad. /~ELSE / Anteriormente usted me dijo que era due¤o(a) de su casa, separadamente de /las otras unidades de las que es due¤o(a) en la propiedad. Por favor incluya /aqu¡ el resto de la propiedad. /~END /~END / / ^B J903 903 404 403(0+"0")+401(1)+402(2) V (0/50,U51/999){Nnn} Q903U / / / /~IF 206(1) / R REPORTED OWNING BUILDING WHERE R LIVES, AND DATA / IN HOUSING SECTION ONLY ABOUT R'S UNIT. /~ELSE / R REPORTED OWNING REAL ESTATE THAT IS NOT OWNED BY / A BUSINESS. /~END / / EITHER EXPLAIN THE DISCREPANCY HERE / OR BACK UP AND CORRECT THE NUMBER OF PROPERTIES. J404 481 403(0+"0") V M!a_! Q404S PROPERTY STEP-THROUGH C1 1 C2 2 C3 3 Q405U E16. TYPE OF PROPERTY / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / /~IF 206(1)+403(G1)+404(1) / Quiero preguntarle primero sobre la propiedad en que vive. / En las preguntas a continuaci¢n, por favor d‚me las cantidades para / el edificio, sin contar su unidad de vivienda. /~ELSE 206(1)+403(1)+404(1) / Quiero preguntarle sobre la propiedad en que vive. / En las preguntas a continuaci¢n, por favor d‚me las cantidades para / el edificio, sin contar su unidad de vivienda. /~ELSE 206(N1)+403(G1.K2.K3)+404(1) / Quiero preguntarle primero sobre la propiedad de m s valor. /~ELSE 206(N1)+403(1) / Sobre la propiedad..... /~ELSE 404(G1) / Sobre la propiedad que le sigue en valor..... /~END / / ¨Qu‚ tipo de propiedad es ‚sta? / V M!a_! Q406B E17. OWNED BY YOU, JOINTLY, PARTNER... /QxQ E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / /~IF 0A(LE1)=6AM25(N2)= / ¨Esta propiedad le pertenece a usted, a usted junto con otros, a / una sociedad, es una propiedad de tiempo compartido o cu l es la situaci¢n? /~ELSE / ¨Esta propiedad le pertenece a usted y a su familia que vive aqu¡, / a usted junto con otros, a una sociedad, es una sociedad de tiempo / compartido o cu l es la situaci¢n? /~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 / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / / ¨De qu‚ tipo es? / / V M!a_! Q408UB 5 E17_1. PERCENTAGE OWNED / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / /~IF 0A(LE1)=6AM25(N2)= / ¨Qu‚ porcentaje de la propiedad le pertenece a usted? /~ELSE / ¨Qu‚ porcentaje de la propiedad les pertenece a usted y a su / familia que vive aqu¡? /~END / / ^B V !.U___.__%!(1/100) Q409UB 9 E18. WORTH IF SOLD TODAY /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / /~IF 406(5) / ¨Cu l es el valor total de esta propiedad de tiempo compartido? /~ELSE / ¨Cu l es el valor total de esta propiedad? /~END / Es decir, ¨en cu nto se vender¡a hoy? / /~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 J410 409 B409(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J410 409 B409(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q410 DK. A30 DKDOL98.VQ C1 ^409 C2 1 J411 409 B410("X")=PLEASE ENTER CORRECT AMOUNT Q411B E19. GIFT/INHERITANCE-R PURCHASED /QxQ E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / /~IF 406(1) / ¨En qu‚ mes y a¤o compr¢ usted por primera vez esta propiedad? /~ELSE 406(N5) / ¨En qu‚ mes y a¤o compr¢ usted por primera vez alguna parte de / esta propiedad? /~ELSE / ¨En qu‚ mes y a¤o compr¢ usted por primera vez esta propiedad de tiempo /compartido? /~END / (INTERVIEWER: IF GIFT/INHERITANCE, ASK WHEN RECEIVED.) / / ^B / / JAN = 1 APR = 4 JUL = 7 OCT = 10 / FEB = 2 MAY = 5 AUG = 8 NOV = 11 / MAR = 3 JUN = 6 SEP = 9 DEC = 12 / / ^B ^B / MONTH YEAR C0 C1 GIFT/INHERITANCE C2 R PURCHASED G 0,2,1 J412 411 B411(0+"0")=PLEASE ENTER RESPONSE Q412UB 2 E19M.MONTH PURCHASED V (1/12){Nn} Q413UB 4 E19Y.YEAR PURCHASED J414 412 B413(1998)+412(GQ4)=DATE MUST PRECEDE TODAYS DATE! V (1896/1998){NNNN} Q414UB 9 E20. TOTAL PURHCASE PRICE /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / /~IF 411(1) / ¨Cu l fue valor de la propiedad cuando la recibi¢? /~ELSE /~IF 406(5) / ¨Cu l fue el precio de compra de su propiedad de tiempo compartido? /~ELSE / ¨Cu l fue el precio total de compra? /~END /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J415 414 B414(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J415 416 414(0+"0") J415 414 B414(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",0/999999999) Q415 DK. A30 DKDOL98.VQ C1 ^414 C2 1 J416 414 B415("X")=PLEASE ENTER CORRECT AMOUNT Q416B 19 E21. ANY OUTSTANDING LOANS? / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / /~IF 406(5) / ¨Hay alg£n pr‚stamo o hipotecas pendientes sobre este tiempo / compartido? /~ELSE / ¨Hay alg£n pr‚stamo o hipotecas pendientes sobre esta / propiedad? /~END / / ^B J417 416 B416(0+"0")=PLEASE ENTER RESPONSE J417 444 416(A+N1) Q417UB 2 E22. MONTH TAKEN OUT / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / / / ¨En qu‚ mes y a¤o obtuvo o refinanci¢ usted el pr‚stamo la £ltima vez? / / 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 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! V (1896/1998){NNNN} Q419UB 9 E23. AMOUNT BORROWED/REFINANCED /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / /~IF 406(5) / ¨Cu nto se tom¢ prestado o refinanci¢ para su propiedad de tiempo /compartido? /~ELSE / En total, ¨cu nto se tom¢ prestado o refinanci¢? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J420 419 B419(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J420 421 419(0+"0") J420 419 B419(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q420 DK. A30 DKDOL98.VQ C1 ^419 C2 1 J421 419 B420("X")=PLEASE ENTER CORRECT AMOUNT Q421UB 9 E24. AMOUNT STILL OWED /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / /~IF 406(5) / ¨Cu nto se debe todav¡a? /~ELSE / En total, ¨cu nto se debe todav¡a? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J422 421 B421(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J422 423 421(0+"0") J422 421 B421(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q422 DK. A30 DKDOL98.VQ C1 ^421 C2 1 J423 421 B422("X")=PLEASE ENTER CORRECT AMOUNT Q423B 234 E25. PAYMENTS OR YEARS? / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / /~IF 406(5) / ¨Cu ntos a¤os o n£mero de pagos se fijaron cuando se tom¢ / el pr‚stamo? /~ELSE / En total, ¨cu ntos a¤os o n£mero de pagos se fijaron cuando se / tom¢ el pr‚stamo? /~END / / ^B J424 423 B423(0+"0")=PLEASE ENTER RESPONSE J424 425 423(A+N1) Q424UB 2 E25YRS. NUMBER OF YEARS / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / / / NUMBER OF YEARS: ^B J425 426 423(N2) V !U__!(1/99) Q425UB 3 E25PAY. NUMBER OF PAYMENTS / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / / / NUMBER OF PAYMENTS: ^B J426 430 423(3) V !U___!(1/999) Q426UB 7 E26. AMOUNT OF PAYMENTS /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / /~IF 406(5) / ¨De cu nto son los pagos? /~ELSE / En total, ¨de cu nto son los pagos? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO REGULAR PAYMENTS, PRESS [F6] KEY. / / ^B J427 426 B426(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J427 430 426(0+"0").426("NT") J427 426 B426(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range,NT",0/9999999) Q427 DK. A30 DKDOL98.VQ C1 ^426 C2 6 J428 426 B427("X")=PLEASE ENTER CORRECT AMOUNT J428 430 427(0) Q428B E26F.FREQUENCY OF PAYMENTS / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / / / ¨Y cada cu nto deben hacerse? / / ^B C0 /7 102 0 C8 Suma total/un pago solamente C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J429 428 B428(0+"0")=PLEASE ENTER RESPONSE J429 430 428(N7) Q429U E26FV.SPECIFY / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / PLEASE SPECIFY J430 434 427(G0) J430 435 426(K2) V M!a_! Q430UB 7 E27. AMOUNT OF TYPICAL PAYMENT /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / / ¨De cu nto es el pago t¡pico? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO TYPICAL PAYMENTS, PRESS [F6] KEY. / / ^B J431 430 B430(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J431 434 430(0+"0").430("NT") J431 430 B430(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range,NT",0/9999999) Q431 DK. A30 DKDOL98.VQ C1 ^430 C2 6 J432 430 B431("X")=PLEASE ENTER CORRECT AMOUNT J432 434 431(0) Q432B E27F.FREQUENCY OF TYPICAL PAYMENT / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / / / ¨Y cada cu nto se hace? / / ^B C0 /7 102 0 C8 Suma total/un pago solamente C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J433 432 B432(0+"0")=PLEASE ENTER RESPONSE J433 434 432(N7) Q433U E27FV.SPECIFY / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / PLEASE SPECIFY J434 439 430(A+0)+431(0) V M!a_! Q434B E28. INCLUDE TAXES OR INSURANCE? /QxQ E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / / ¨Esta cantidad incluye impuestos sobre la propiedad o seguro? / / 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 / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / / / ¨Con los pagos regulares se va a cubrir todo el pr‚stamo o cuando se / llegue al t‚rmino del pr‚stamo va a haber un saldo a pagar o pago /"balloon"? / / ^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 /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / / ¨De cu nto va a ser el saldo a pagar o pago "balloon"? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J437 436 B436(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J437 436 B436(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",1/99999999) Q437 DK. A30 DKDOL98.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 /QxQ E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / / ¨Se est  pagando el pr‚stamo antes de los plazos establecidos, despu‚s / de los plazos o m s o menos conforme a los plazos? /^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 /QxQ E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / / ¨Para cu ndo piensa que se habr  terminado de pagar todo el pr‚stamo? / / ^B / YEAR V (1998/2030,U2031/2050){NNNN} Q440UB 5 E31. ANNUAL INTEREST RATE /QxQ E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / / ¨Qu‚ tasa de inter‚s anual se est  cobrando actualmente sobre / el pr‚stamo? / / ^B V !.U__.__%!(0/100){Nn\.nn} Q441B 19 E32. ADJUSTABLE RATE? /QxQ E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / / ¨La tasa de inter‚s sobre este pr‚stamo es variable, es decir, / es una tasa de inter‚s que puede subir o bajar de vez en cuando? /^C1 / ^B J442 441 B441(0+"0")=PLEASE ENTER RESPONSE Q442B E33. INSTITUTION /QxQ E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / Por favor mire la Tarjeta de Instituciiones. ¨Este pr‚stamo es de alguna / de las instituciones en la tarjeta o es de alguna otra instituci¢n? / / IF INSTITUTIONS CARD: ¨De qu‚ instituci¢n? /~IF M45("<") / IF "SOMEPLACE ELSE": ¨Qu‚ instituci¢n es? /~ELSE / IF "SOMEPLACE ELSE": ¨Qu‚ tipo de instituci¢n es ‚sta? /~END / / MENTIONED AT THIS POINT. /^Y1^C2 / ^B C0 C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= C11 COMMERCIAL BANK C12 S&L/SAVINGS BNK C14 FINANCE/LOAN CO C17 INSURANCE CO C18 MORTGAGE CO C19 CONTRACTOR/DEVELOPER C20 PRIOR OWNER C22 OTHER G 0 G '<1/6(=M43('<1/6()+45(N"<")= G '<1/6(=0A('<0/5()=43AM45(N"<")= G 11,12,14,17/20=0A(6)=43AM45(N"<")= G 22 G E1/6,11,12,14,17/20,22 J443 442 B442(0+"0")=PLEASE ENTER RESPONSE J443 443 444 M43(Q442)+45("<") Q443B / E: REAL ESTATE AND LOANS TO OTHERS /~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 443 BM43(Q442)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J444 445 442(N22) Q444U E33V.SPECIFY / E: REAL ESTATE AND LOANS TO OTHERS / PLEASE SPECIFY V M!a_! Q445B 19 E34. RECEIVE PROPERTY INCOME IN 97? / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / / /~IF 0A(LE1)=6AM25(N2)= / ¨Recibi¢ usted algo de ingresos por esta propiedad en 1997? /~ELSE / ¨Recibi¢ su familia que vive aqu¡ algo de ingresos por esta propiedad en /1997? /~END / / ^B J446 445 B445(0+"0")=PLEASE ENTER RESPONSE J446 448 445(A+N1) Q446UB 8 E34_1. GROSS INCOME RECEIVED /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / /~IF 0A(LE1)=6AM25(N2)= / ¨Cu l fue el ingreso bruto que usted recibi¢? /~ELSE / ¨Cu l fue el ingreso bruto que su familia recibi¢? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT : ^B IN '97 J447 446 B446(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J447 448 446(0+"0") J447 446 B446(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",0/99999999) Q447 DK. A30 DKDOL98.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? / E: REAL ESTATE AND LOANS TO OTHERS /~IF 404(LEQ403) /PROPERTY: ^404 OF ^403 /~ELSE /PROPERTY: ^404 /~END / /~IF 404(LQ403) / INTERVIEWER: CAN R PROVIDE INFORMATION ABOUT ANOTHER PROPERTY? /~ELSE / ¨Hay alguna otra propiedad de ese tipo en las que tiene intereses? /~END /^C1 / ^B J404 448 B448(0+"0")=PLEASE ENTER RESPONSE J404 481 448(2.K2.K3)+403(LE1) J404 449 448(2.K2.K3)+403(G1) R404 448 J449 481 448(K2.K3) J449 449 481 448(1).404(LQ403) Q449B 19 E36. VACATION HOMES? / E: REAL ESTATE AND LOANS TO OTHERS / /~IF 0A(LE1)=6AM25(N2)= / En cuanto a las dem s propiedades que le pertenecen, ¨algunas de ellas / son casas de vacaciones o terrenos que usa con fines recreativos? /~ELSE / En cuanto a las dem s propiedades que le pertenecen a usted y a su familia / que vive aqu¡, ¨algunas de ellas son casas de vacaciones o terrenos que usa / con fines recreativos? /~END / / ^B J450 449 B449(0+"0")=PLEASE ENTER RESPONSE J450 466 449(A+N1) Q450UB 9 E36_1. VACATION HOME WORTH /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 0A(LE1)=6AM25(N2)= / ¨Cu nto vale en total la parte de esas casas de vacaciones o propiedad / recreativa que le pertenece a usted? /~ELSE / ¨Cu nto vale en total la parte de esas casas de vacaciones o propiedad / recreativa que le pertenece a su familia? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J451 450 B450(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J451 452 450(0+"0") J451 450 B450(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",0/999999999) Q451 DK. A30 DKDOL98.VQ C1 ^450 C2 1 J452 450 B451("X")=PLEASE ENTER CORRECT AMOUNT Q452B 141 E36_2.GIFT/INHERITANCE-R PURCHASED /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / ¨Cu l fue el precio total de compra que usted pag¢ por estas propiedades? /~ELSE / ¨Cu l fue el precio total de compra que su familia pag¢ por estas /propiedades? /~END / / (INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED.) / / ^B / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B Q453UB 9 E36_2AMT. PURCHASE PRICE OF VACATION HOME J454 453 B453(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J454 455 453(0+"0") J454 453 B453(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",0/999999999) Q454 DK. A30 DKDOL98.VQ C1 ^453 C2 1 J455 453 B454("X")=PLEASE ENTER CORRECT AMOUNT Q455B 19 E36_3. MORTGAGES/LOANS OUTSTANDING /QxQ E: REAL ESTATE AND LOANS TO OTHERS / / / ¨Hay alguna hipoteca o pr‚stamo pendiente sobre estas / casas de vacaciones o terreno recreativo? /^C1 / ^B J456 455 B455(0+"0")=PLEASE ENTER RESPONSE J456 462 455(A+N1) Q456UB 9 E36_4. AMOUNT OWED ON VACATION PROPERTY /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / En conjunto, ¨cu nto de lo que se debe de estas hipotecas o pr‚stamos / corresponde a la parte que le pertenece a usted? /~ELSE / En conjunto, ¨cu nto de lo que se debe de estas hipotecas o pr‚stamos / corresponde a la parte que le pertenece a su familia? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J457 456 B456(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J457 458 456(0+"0") J457 456 B456(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q457 DK. A30 DKDOL98.VQ C1 ^456 C2 1 J458 456 B457("X")=PLEASE ENTER CORRECT AMOUNT Q458UB 6 E36_5.AMOUNT OF PAYMENTS-VACATION /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / / ¨De cu nto son los pagos sobre estos pr‚stamos o hipotecas? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO REGULAR PAYMENTS, PRESS [F6] KEY. / / ^B J459 458 B456(G0)+458(GQ456)=PAYMENTS MUST BE < AMOUNT OWED J459 458 B458(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J459 462 458(0+"0").458("NT") J459 458 B458(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range,NT",0/9999999) Q459 DK. A30 DKDOL98.VQ C1 ^458 C2 7 J460 458 B459("X")=PLEASE ENTER CORRECT AMOUNT J460 462 459(0) Q460B E36_5F.FREQUENCY OF PAYMENTS / E: REAL ESTATE AND LOANS TO OTHERS / / / ¨Y cada cu nto se paga esa cantidad? / / ^B C0 /7 102 0 C8 Suma total/un pago solamente C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J461 460 B460(0+"0")=PLEASE ENTER RESPONSE J461 462 460(N7) Q461U E36_5FV.SPECIFY / E: REAL ESTATE AND LOANS TO OTHERS / PLEASE SPECIFY V M!a_! Q462B 19 E36_6. RECEIVE INCOME FROM VACATION / E: REAL ESTATE AND LOANS TO OTHERS / /~IF 0A(LE1)=6AM25(N2)= / ¨Usted recibi¢ en 1997 algo de ingresos en concepto de alquiler por estas /casas de vacaciones o terreno recreativo? /~ELSE / ¨Usted o su familia que vive aqu¡ recibi¢ en 1997 algo de ingresos en /concepto de alquiler por estas casas de vacaciones o terreno recreativo? /~END / / ^B J463 462 B462(0+"0")=PLEASE ENTER RESPONSE J463 465 462(A+N1) Q463UB 9 E36_7. AMOUNT OF INCOME FROM VACATION /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / En conjunto, ¨a cu nto ascendieron los ingresos brutos que recibi¢ usted? /~ELSE / En conjunto, ¨a cu nto ascendieron los ingresos brutos que recibi¢ su /familia? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B J464 463 B463(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J464 465 463(0+"0") J464 463 B463(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",0/999999999) Q464 DK. A30 DKDOL98.VQ C1 ^463 C2 5 J465 463 B464("X")=PLEASE ENTER CORRECT AMOUNT Q465B 19 E36_8. REMAINING PROPERTIES? / E: REAL ESTATE AND LOANS TO OTHERS / / / ¨Queda alguna otra propiedad que le pertenezca y de la que todav¡a no me /haya dado usted informaci¢n? /^C1 / ^B J466 465 B465(0+"0")=PLEASE ENTER RESPONSE J466 481 465(2.K2.K3) Q466UB 9 E37. REMAINING PROPERTIES WORTH /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / En cuanto a las dem s propiedades que le pertenecen, ¨m s o menos cu l es el /valor total de la parte que le corresponde a usted? Es decir, ¨en cu nto las /vender¡a hoy? /~ELSE / En cuanto a las dem s propiedades que le pertenecen, ¨m s o menos cu l /es el valor total de la parte que le corresponde a su familia? Es decir, ¨en /cu nto las vender¡a hoy? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J467 466 B466(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J467 468 466(0+"0") J467 466 B466(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",0/999999999) Q467 DK. A30 DKDOL98.VQ C1 ^466 C2 1 J468 466 B467("X")=PLEASE ENTER CORRECT AMOUNT Q468B 141 E37_1.PURCHASE PRICE OF PROPERTIES /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / ¨M s o menos cu l fue el precio total de compra que usted pag¢ por estas /propiedades? /~ELSE / ¨M s o menos cu l fue el precio total de compra que su familia pag¢ por estas /propiedades? /~END / / (INTERVIEWER: IF GIFT/INHERITANCE, ASK VALUE WHEN RECEIVED.) / / ^B / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B Q469UB 9 E37_1. REMAINING PURCHASE PRICE J470 469 B469(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J470 471 469(0+"0") J470 469 B469(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",0/999999999) Q470 DK. A30 DKDOL98.VQ C1 ^469 C2 1 J471 469 B470("X")=PLEASE ENTER CORRECT AMOUNT Q471B 19 E37_2. ANY OUTSTANDING LOANS? / E: REAL ESTATE AND LOANS TO OTHERS / / / ¨Hay alguna hipoteca o pr‚stamos pendientes sobre estas propiedades? /^C1 / ^B J472 471 B471(0+"0")=PLEASE ENTER RESPONSE J472 478 471(A+N1) Q472UB 9 E37_3. AMOUNT OWE ON MORTGAGES/LOANS /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / En conjunto, ¨m s o menos cu nto de lo que se debe a estas hipotecas o /pr‚stamos corresponde a la parte que le pertenece a usted? /~ELSE / En conjunto,¨m s o menos cu nto de lo que se debe a estas hipotecas o /pr‚stamos corresponde a la parte que le pertenece a su familia? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J473 472 B472(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J473 472 B472(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q473 DK. A30 DKDOL98.VQ C1 ^472 C2 1 J474 472 B473("X")=PLEASE ENTER CORRECT AMOUNT Q474UB 7 E37_4. AMOUNT OF PAYMENTS ON MORTGAGES/LOANS /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / / ¨De cu nto son los pagos por estos pr‚stamos o hipotecas? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO REGULAR PAYMENTS, PRESS [F6] KEY. / / ^B J475 474 B472(G0)+474(GQ472)=PAYMENTS MUST BE < AMOUNT OWED J475 474 B474(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J475 478 474(0+"0").474("NT") J475 474 B474(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range,NT",0/9999999) Q475 DK. A30 DKDOL98.VQ C1 ^474 C2 6 J476 474 B475("X")=PLEASE ENTER CORRECT AMOUNT J476 478 475(0) Q476B E37_4F.FREQUENCY OF PAYMENTS / E: REAL ESTATE AND LOANS TO OTHERS / / / ¨Y cada cu nto se paga esa cantidad? / / ^B C0 /7 102 0 C8 Suma total/un pago solamente C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J477 476 B476(0+"0")=PLEASE ENTER RESPONSE J477 478 476(N7) Q477U E37_4FV. / E: REAL ESTATE AND LOANS TO OTHERS / PLEASE SPECIFY V M!a_! Q478B 19 E37_5. INCOME FROM OTHER PROPERTIES? / E: REAL ESTATE AND LOANS TO OTHERS / /~IF 0A(LE1)=6AM25(N2)= / ¨Usted recibi¢ algo de ingresos en 1997 en concepto de alquiler / por alguna de estas propiedades? /~ELSE / ¨Usted o su familia que vive aqu¡ recibi¢ algo de ingresos en 1997 en / concepto de alquiler por alguna de estas propiedades? /~END / / ^B J479 478 B478(0+"0")=PLEASE ENTER RESPONSE J479 481 478(A+N1) Q479UB 9 E37_6. GROSS INCOME FROM OTHER PROPERTIES /QxQ E: REAL ESTATE AND LOANS TO OTHERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / En conjunto, ¨a cu nto ascendieron los ingresos brutos de estas / propiedades que usted recibi¢ en 1997? /~ELSE / En conjunto, ¨a cu nto ascendieron los ingresos brutos de estas / propiedades que su familia recibi¢ en 1997? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B IN '97 J480 479 B479(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J480 481 479(0+"0") J480 479 B479(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",0/999999999) Q480 DK. A30 DKDOL98.VQ C1 ^479 C2 5 J481 479 B480("X")=PLEASE ENTER CORRECT AMOUNT J481 482 98(1)=:1: J481 482 98(N1)=:2: Q481 F1. R OWN FARM/RANCH? / F: BUSINESSES / 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 J482 484 481(2) V B Q482UB 3 F2. HOW MANY FARM/RANCH? /QxQ F: BUSINESSES /~IF 0A(LE1)=6AM25(N2)= / Contando su negocio (agr¡cola/ganadero) que tiene aqu¡, ¨en /(cu ntas/cu ntos) (granjas/ranchos), negocios de propiedad privada, / pr cticas de tipo profesional, sociedades limitadas o cualquier otro / tipo de sociedad tiene usted propiedad o copropiedad y desempe¤a / tambi‚n un papel activo en su administraci¢n? No incluya corporaciones / con acciones p£blicas de cambio o cualquier propiedad en sociedad / que ya se hayan anotado anteriormente. /~ELSE / Contando su negocio (agr¡cola/ganadero) que tiene aqu¡, ¨en /(cu ntas/cu ntos) (granjas/ranchos), negocios de propiedad privada, / pr cticas de tipo profesional, sociedades limitadas o cualquier otro / tipo de sociedad tiene usted o su familia que vive aqu¡, propiedad o /copropiedad y desempe¤a tambi‚n un papel activo en su administraci¢n? No /incluya corporaciones con acciones p£blicas de cambio o cualquier propiedad en /sociedad que ya se hayan anotado anteriormente. /~END / / BUT NOT THE LIMITED PARTNERS. IF R OWNS A HOLDING COMPANY OR MANAGED / INVESTMENTS ACCOUNTS, REPORT THE COMPONENTS SEPARATELY. / / / / NUMBER OF BUSINESSES: ^B J1348 1348 483 482(0+"0") V (0/10,U11/999){Nnn} Q1348U / / / R REPORTED OWNS A FARM BUSINESS, OR R HAS PROPERTY OWNED / BY A BUSINESS. / / EXPLAIN THE INCONSISTENCY / OR BACK UP AND CHANGE THE NUMBER OF BUSINESSES. J483 534 482(0+"0") V M!a_! Q483B F2_1. INSTRUCTIONS /QxQ F: BUSINESSES / / / Primero voy a hacerle unas preguntas sobre su negocio (agr¡cola/ganadero) / Cuando, en este caso, hablemos del valor de los activos y pasivos del/dela /(rancho/granja), nos referimos a los implementos agr¡colas, ganado, cosechas, / etc., y a los pr‚stamos para el activo, sin contar sus hipotecas. / / / ALREADY RECORDED. / / / ^B C0 PRESS [ENTER] TO CONTINUE J484 486 483(A) Q484B 19 F3.OWN OR SHARE OWNERSHIP? / F: BUSINESSES / /~IF 0A(LE1)=6AM25(N2)= / Ahora voy a hacerle algunas preguntas sobre tipos de negocios que quiz  / le pertenezcan. ¨Tiene usted propiedad o copropiedad en alg£n negocio /privado, granja, pr ctica profesional, sociedades limitadas o alg£n otro tipo /de sociedad? No incluya corporaciones con acciones de cambio p£blicas o /cualquier propiedad en sociedad que ya se haya anotado anteriormente. /~ELSE / Ahora voy a hacerle algunas preguntas sobre tipos de negocios que quiz  / le pertenezcan. ¨Tiene usted y su familia que vive aqu¡ propiedad o /copropiedad en alg£n negocio privado, granja, pr ctica profesional, sociedades /limitadas o alg£n otro tipo de sociedad? No incluya corporaciones con acciones /de cambio p£blicas o cualquier propiedad en sociedad que ya se haya anotado /anteriormente. /~END / / ^B J1597 484 B484(0+"0")=PLEASE ENTER RESPONSE J1597 1597 485 484(2)+402(1) Q1597U / / / / EARLIER R REPORTED REAL ESTATE OWNED BY A BUSINESS. / / EITHER EXPLAIN THE DISCREPANCY HERE / OR BACK UP AND CHANGE ANSWER TO "YES". J485 556 484(2.K2.K3) V M!a_! Q485B 19 F4. ACTIVE MANAGEMENT /QxQ F: BUSINESSES / /~IF 0A(LE1)=6AM25(N2)= / ¨Usted desempe¤a un papel activo en la administraci¢n de alguno de estos /negocios? /~ELSE / ¨Usted o alguien de su familia que vive aqu¡ desempe¤a un papel activo en / la administraci¢n de alguno de estos negocios? /~END / / / BUT NOT THE LIMITED PARTNERS. /^C1 / / ^B J486 485 B485(0+"0")=PLEASE ENTER RESPONSE J486 535 485(2.K2.K3) J486 488 481(1)=:/^482: Q486UB 3 F4_1. HOW MANY ACTIVE MANAGEMENT /QxQ F: BUSINESSES / /~IF 0A(LE1)=6AM25(N2)= / ¨En la administraci¢n de cu ntos negocios desempe¤a usted un papel activo? /~ELSE / ¨En la administraci¢n de cu ntos negocios desempe¤a usted o alguien de su / familia que vive aqu¡ un papel activo? /~END / / ACOUNTS, REPORT THE COMPONENTS SEPARATELY. / / ^B NUMBER OF BUSINESSES V (1/10,U11/999){Nnn} Q488S BUSINESS STEP-THROUGH C1 1 C2 2 C3 3 J489 490 Q489X C1 ‚ste C2 el negocio m s grande C3 el siguiente negocio 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 /QxQ F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / ¨Qu‚ tipo de negocio es el negocio (m s grande/ siguiente)? / Es decir, ¨qu‚ hace o fabrica este negocio? / / V M!a_! Q491B F6. HOW ACQUIRE BUSINESS / F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / /~IF 0A(LE1)=6AM25(N2)= / ¨C¢mo adquiri¢ al principio este negocio? ¨Lo compr¢ o invirti¢ en ‚l, / lo empez¢ usted, lo hered¢, se lo dieron o c¢mo fue? /~ELSE / ¨C¢mo adquiri¢ usted o su familia que vive aqu¡ al principio este negocio? /¨Lo compr¢ o invirti¢ en ‚l, / lo empez¢ usted, lo hered¢, se lo dieron o c¢mo fue? /~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 / F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / PLEASE SPECIFY V M!a_! Q493UB 4 F8. YEAR BUSINESS STARTED /QxQ F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / /~IF 491(2) / ¨En qu‚ a¤o empez¢ usted este negocio? /~ELSE / ¨En qu‚ a¤o adquiri¢ usted este negocio? /~END / / / ^B / YEAR V (1896/1998){NNNN} Q494UB 5 F9. NUMBER OF EMPLOYEES /QxQ F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / /~IF 0A(LE1)=6AM25(N2)= / Contando a usted, ¨cu ntos empleados tiene este negocio? /~ELSE / Contando a usted y a los miembros de su familia, ¨cu ntos empleados tiene /este negocio? /~END / / / ^B J495 496 M6(G0)+25(1)=:2: J495 496 6(G0)=:1: V (1/1000,U1001/99999){Nnnnn} Q495 F9_1. CHECKPOINT / INTERVIEWER CHECKPOINT F: BUSINESSES C1 R LIVES ALONE C2 ALL OTHERS J496 500 495(1) Q496MC F9_2. WHICH FAMILY MEMBERS WORK / F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / ¨Qu‚ miembros de su familia que viven aqu¡ trabajan o participan en la / operaci¢n del negocio? / 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 / F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / / PLEASE SPECIFY. / / / J499 500 496(1)+496(N2/7) J499 500 496(2)+496(N1+N3/7) J499 500 496(K2.K3) V M!a_! Q499UB 3 F9_3. HOW MANY HOURS / F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / /~IF 0(1)+496(1)+496(2)=496U(3/7)= / Sin contar a usted (ni a su esposo/ni a su esposa/ni a su pareja), ¨cu ntas /horas trabaja en este negocio el otro miembro de la familia en una semana /normal? /~ELSE 0(G1)+496(1)+496(2)=496U(3/7)= / Sin contar a usted (ni a su esposo/ni a su esposa/ni a su pareja), ¨cu ntas /horas trabaja en este negocio el miembro m s activo de la familia en una semana /normal? /~ELSE 0(1)+496(1)=496U(2/7)= / Sin contar a usted, ¨cu ntas horas trabaja en este negocio el otro miembro / de la familia en una semana normal? /~ELSE 0(G1)+496(1)=496U(2/7)= / Sin contar a usted, ¨cu ntas horas trabaja en este negocio el miembro m s /activo de la familia en una semana normal? /~ELSE 0(1)=496U(2/7)= / ¨Cu ntas horas trabaja en este negocio el otro miembro / de la familia en una semana normal? /~ELSE 0(G1)=496U(2/7)= / ¨Cu ntas horas trabaja en este negocio el miembro m s activo de la familia /en una semana normal? /~END / / ^B HOURS V (0/84,U85/999){Nnn} Q500B F9_4. TYPE OF CORPORATION / F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / ¨Es esto una sociedad, una empresa de propietario £nico, una corporaci¢n del /subcap¡tulo S, otro tipo de corporaci¢n o cu l es la situaci¢n del negocio? /^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 / F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / / PLEASE SPECIFY. / V M!a_! Q502B 19 F10. USING PERSONAL ASSETS AS COLLATERAL? /QxQ F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / /~IF 488(1) /~IF 0A(LE1)=6AM25(N2)= / Las siguientes preguntas se refieren a la relaci¢n entre sus finanzas / personales y las finanzas de su negocio. /~ELSE / Las siguientes preguntas se refieren a la relaci¢n entre las finanzas / personales de su familia y las finanzas del negocio de su familia. /~END /~END / / /~IF 0A(LE1)=6AM25(N2)= / ¨Est  usted usando bienes personales como garant¡a o tuvo usted que ser / cofirmante o garante de alg£n pr‚stamo para este negocio? /~ELSE / ¨Est  usted, o su familia que vive aqu¡, usando bienes personales como /garant¡a o tuvo usted que ser cofirmante o garante de alg£n pr‚stamo para este /negocio? /~END / / ^B J503 502 B502(0+"0")=PLEASE ENTER RESPONSE J503 509 502(A+N1) Q503B F10_05. COLLATERALIZE OR GUARANTEE / F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / ¨Cu l de esos fue, garante de pr‚stamo, cofirmante de un pr‚stamo / o ambos? /^C1 / / ^B C0 C1 COLLATERALIZE C2 GUARANTEE C3 BOTH J504 503 B503(0+"0") Q504UB 9 F10_1. AMOUNT GUARANTEED /QxQ F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / /~IF 503(1) / ¨Cu nto est  colateralizado? /~ELSE 503(2) / ¨Cu nto est  garantizado? /~ELSE / ¨Cu nto est  garantizado o colateralizado? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J505 504 B504(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J505 509 504(0+"0") J505 504 B504(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q505 DK. A30 DKDOL98.VQ C1 ^504 C2 1 J506 504 B505("X")=PLEASE ENTER CORRECT AMOUNT J506 509 504(0)+505(0) Q506B 19 F10_2.RECORD EARLIER? /QxQ F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / ¨Ya anot‚ esto antes? /^C1 / / ^B J507 506 B506(0+"0")=PLEASE ENTER RESPONSE J507 509 506(A+N1) Q507B F10_3.WHICH LOAN? / F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / ¨Qu‚ pr‚stamo fue? / / ^B C0 C1 Tarjeta de cr‚dito C2 1ra Hipoteca C3 2da Hipoteca C4 Pr‚stamo "home equity" C5 L¡nea de cr‚dito C6 Otro pr‚stamo bien ra¡z C7 Otro G 0 G 1=76(1) G 2=224(GE1) G 3=M224(1)+273(1) G 4=224(3) G 5=301(1) G 6=274(1) G 7 J508 507 B507(0+"0")=PLEASE ENTER RESPONSE J508 509 507(N7) Q508U F10_3V. / F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / PLEASE SPECIFY. V M!a_! Q509B 19 F11. DOES BUSINESS OWE YOU? /QxQ F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / /~IF 0A(LE1)=6AM25(N2)= /~IF 503(G1) / Aparte de las garant¡as, ¨el negocio le debe a usted alg£n dinero? /~ELSE / ¨El negocio le debe a usted alg£n dinero? /~END /~ELSE /~IF 523(G1) / Aparte de las garant¡as, ¨el negocio le debe alg£n dinero a usted o a su /familia que vive aqu¡? /~ELSE / ¨El negocio le debe alg£n dinero a usted o a su familia que vive aqu¡? /~END /~END / / ^B J510 509 B509(0+"0")=PLEASE ENTER RESPONSE J510 512 509(A+N1) Q510UB 8 F11_1. AMOUNT OWED / F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / ¨Cu nto se le debe? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J511 510 B510(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J511 512 510(0+"0") J511 510 B510(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",1/99999999) Q511 DK. A30 DKDOL98.VQ C1 ^510 C2 3 J512 510 B511("X")=PLEASE ENTER CORRECT AMOUNT Q512B 19 F12. OWE BUSINESS MONEY? /QxQ F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / /~IF 0A(LE1)=6AM25(N2)= / ¨Le debe usted alg£n dinero al negocio? /~ELSE / ¨Le debe usted o su familia que vive aqu¡ alg£n dinero al negocio? /~END / / ^B J513 512 B512(0+"0")=PLEASE ENTER RESPONSE J513 518 512(A+N1) Q513UB 8 F12_1. AMOUNT OWE / F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / ¨Cu nto debe usted? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J514 513 B513(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J514 518 513(0+"0") J514 513 B513(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",1/999999999) Q514 DK. A30 DKDOL98.VQ C1 ^513 C2 3 J515 513 B514("X")=PLEASE ENTER CORRECT AMOUNT J515 518 513(0)+514(0) Q515B 19 F12_2. RECORD EARLIER? /QxQ F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / ¨Ya anot‚ esto antes? /^C1 / / ^B J516 515 B515(0+"0")=PLEASE ENTER RESPONSE J516 518 515(A+N1) Q516B 507 F12_3. WHICH LOAN? / F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / ¨Cu ndo se mencion¢? / / ^B J518 516 B516(0+"0")=PLEASE ENTER RESPONSE J517 518 516(N7) Q517U F12_3V. / F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / PLEASE SPECIFY. J518 519 500(2) V M!a_! Q518UB 5 F13. WHAT PERCENT OWN / F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / /~IF 0A(LE1)=6AM25(N2)= / ¨Qu‚ porcentaje del negocio le pertenece a usted? /~ELSE / ¨Qu‚ porcentaje del negocio le pertenece a usted y a su familia que / vive aqu¡? /~END / / ^B V !.U___.__%!(1/100) Q519UB 9 F14. NET WORTH OF SHARE /QxQ F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / /~IF 518(100).500(2) / ¨Cu l es el valor neto de este negocio? /~ELSE / ¨Cu l es el valor neto de su parte en este negocio? /~END / ¨En cu nto lo vender¡a hoy? / / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J520 519 B519(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J520 521 519(0+"0") J520 519 B519(NL0)+519(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",-99999999/999999999) Q520 DK. A30 DKDOL98.VQ C1 ^519 C2 2 J521 519 B520("X")=PLEASE ENTER CORRECT AMOUNT Q521UB 8 F15. IF SOLD, WHAT COST BASIS... /QxQ F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / / Si vendiera usted el negocio hoy, ¨cu l ser¡a el costo base de su parte / para fines fiscales? (¨De cu nto fue su inversi¢n original?) / / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J522 521 B521(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J522 523 521(0+"0") J522 521 B521(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",0/99999999) Q522 DK. A30 DKDOL98.VQ C1 ^521 C2 1 J523 521 B522("X")=PLEASE ENTER CORRECT AMOUNT Q523UB 10 F16. GROSS RECEIPTS /QxQ F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / / ¨Cu l fue el monto bruto de los ingresos o de las ventas del negocio en su / conjunto en 1997? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B IN '97 J524 523 B523(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J524 523 B523(N"range"+N"|N")=RANGE ERROR ("range",0/9999999999) J524 523 B523(G0+"-")=INVALID ENTRY! J524 525 523(0+"0") V !.A$_,___,___,___.! Q524 DK. A30 DKDOL98.VQ C1 ^523 C2 2 J525 523 B524("X")=PLEASE ENTER CORRECT AMOUNT Q525UB 9 F17. NET INCOME /QxQ F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / / / / ¨A cu nto ascendieron los ingresos netos totales del negocio antes de los /impuestos en 1997? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B IN '97 J526 525 B525(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J526 527 525(0+"0") J526 525 B525(NL0)+525(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",-99999999/999999999) Q526 DK. A30 DKDOL98.VQ C1 ^525 C2 3 J527 525 B526("X")=PLEASE ENTER CORRECT AMOUNT J527 528 488(3)+486(G3)=:1: Q527B 19 F19. ANOTHER BUSINESS? / F: BUSINESSES /~IF 488(LEQ486) /BUSINESS: ^488 OF ^486 /~ELSE /BUSINESS: ^488 /~END / /~IF 488(LQ486) / ACTIVELY MANAGED BUSINESS? /~ELSE / Hay alg£n otro negocio en el que usted desempe¤a un papel activo / en la administraci¢n? /~END /^C1 / / ^B J488 527 B527(0+"0")=PLEASE ENTER RESPONSE J488 534 527(2.K2.K3)+486(LE1) J488 528 527(2.K2.K3)+486(G1) R488 527 J528 534 527(K2.K3) J528 528 534 527(1).488(LQ486) Q528UB 9 F19_1. REMAINING BUSINESS WORTH / F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= /~IF 0(Q486)=488+1X / Del negocio restante que le pertenece a usted y que administra de / manera activa, ¨en cu nto podr¡a vender su parte hoy? (¨Cu l es el valor de /su parte?) /~ELSE / De los dem s negocios que le pertenecen a usted y que administra de / manera activa, ¨en cu nto podr¡a vender su parte hoy? (¨Cu l es el valor de /su parte?) /~END /~ELSE /~IF 0(Q486)=488+1X / Del negocio restante que le pertenece a usted y a su familia que vive aqu¡ y /que administra de manera activa, ¨en cu nto podr¡a vender su parte hoy? (¨Cu l /es el valor de su parte?) /~ELSE / De los dem s negocios que le pertenecen a usted y a su familia que vive /aqu¡, y que administra de manera activa, ¨en cu nto podr¡a vender su parte hoy? /(¨Cu l es el valor de su parte?) /~END /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J529 528 B528(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J529 530 528(0+"0") J529 528 B528(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",0/999999999) Q529 DK. A30 DKDOL98.VQ C1 ^528 C2 1 J530 528 B529("X")=PLEASE ENTER CORRECT AMOUNT Q530UB 9 F19_2. IF SOLD, WHAT COST BASIS... /QxQ F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 0(Q486)=488+1X / Si vendiera usted el negocio hoy, ¨cu l ser¡a el costo base de su parte / para fines fiscales? (¨De cu nto fue su inversi¢n original?) /~ELSE / Si vendiera usted los negocios hoy, ¨cu l ser¡a el costo base de su parte / para fines fiscales? (¨De cu nto fue su inversi¢n original?) /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J531 530 B530(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J531 532 530(0+"0") J531 530 B530(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",0/999999999) Q531 DK. A30 DKDOL98.VQ C1 ^530 C2 1 J532 530 B531("X")=PLEASE ENTER CORRECT AMOUNT Q532UB 9 F19_3. TOTAL NET INCOME / F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= /~IF 0(Q486)=488+1X / ¨A cu nto ascendieron los ingresos netos totales que usted recibi¢ de este /negocio en 1997? /~ELSE / ¨A cu nto ascendieron los ingresos netos totales que usted recibi¢ de estos /negocios en 1997? /~END /~ELSE / ¨A cu nto ascendieron los ingresos netos totales que usted y su familia que /vive aqu¡ /~IF 0(Q486)=488+1X / recibieron de este negocio en 1997? /~ELSE / recibieron de estos negocios en 1997? /~END /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J533 532 B532(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J533 534 532(0+"0") J533 532 B532(NL0)+532(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",-99999999/999999999) Q533 DK. A30 DKDOL98.VQ C1 ^532 C2 3 J534 532 B533("X")=PLEASE ENTER CORRECT AMOUNT Q534B 19 F20. INTEREST IN OTHER BUSINESSES? / F: BUSINESSES / /~IF 0A(LE1)=6AM25(N2)= / ¨Usted es due¤o o tiene intereses en alg£n otro negocio o sociedad en / cuya administraci¢n usted no desempe¤a un papel activo? /~ELSE / ¨Usted o alguien en su familia que vive aqu¡ es due¤o o tiene intereses / en alg£n otro negocio o sociedad en cuya administraci¢n usted no / desempe¤a un papel activo? /~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 / F: BUSINESSES / /~IF 0A(LE1)=6AM25(N2)= / ¨De cu ntos de estos negocios o sociedades es usted due¤o o copropietario? /~ELSE / ¨De cu ntos de estos negocios o sociedades usted y su familia que vive aqu¡ /son due¤os o copropietarios? /~END / / ^B J536 544 535(A+N1) V (1/50,U51/999){Nnn} Q536B F20_2. SOLE, LIMITED, OTHER / F: BUSINESSES / / / ¨Es esta una empresa de propietario £nico, una sociedad limitada, otro tipo / de sociedad, una corporaci¢n del subcap¡tulo S, otro tipo de corporaci¢n o / cu l es la situaci¢n? /^C1 / / ^B C0 C1 PARTNERSHIP C2 PROPRIETORSHIP C3 SUBCHAPTER S C4 OTHER CORP C5 LIMITED PARTNERSHIP C7 OTHER G 0,2,5,1,3,4,7 J537 536 B536(0+"0")=PLEASE ENTER RESPONSE J537 538 536(N7) Q537U F20_2V. COMMENT FOR OTHER / F: BUSINESSES / / /PLEASE SPECIFY. / V M!a_! Q538UB 9 F20_3. WORTH OF SHARE / F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / ¨En cu nto podr¡a vender su parte hoy? (¨Cu l es el valor?) /~ELSE / ¨En cu nto podr¡a vender la parte de su familia hoy? (¨Cu l es el valor?) /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J539 538 B538(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J539 540 538(0+"0") J539 538 B538(NL0)+538(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",-99999999/999999999) Q539 DK. A30 DKDOL98.VQ C1 ^538 C2 3 J540 538 B539("X")=PLEASE ENTER CORRECT AMOUNT Q540UB 9 F20_4. IF SOLD, WHAT COST BASIS... /QxQ F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / / Si vendiera usted este negocio hoy, ¨cu l ser¡a el costo base para fines / fiscales? (¨De cu nto fue la inversi¢n original?) / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J541 540 B540(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J541 542 540(0+"0") J541 540 B540(NL0)+540(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",-99999999/999999999) Q541 DK. A30 DKDOL98.VQ C1 ^540 C2 3 J542 540 B541("X")=PLEASE ENTER CORRECT AMOUNT Q542UB 9 F20_5. TOTAL NET INCOME /QxQ F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / ¨A cu nto ascendieron los ingresos netos totales que usted recibi¢ de este /negocio en 1997? /~ELSE / ¨A cu nto ascendieron los ingresos netos totales que usted y su familia que / vive aqu¡ recibieron de este negocio en 1997? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B IN '97 J543 542 B542(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J543 544 542(0+"0") J543 542 B542(NL0)+542(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",-99999999/999999999) Q543 DK. A30 DKDOL98.VQ C1 ^542 C2 4 J544 542 B543("X")=PLEASE ENTER CORRECT AMOUNT J544 555 542(A) Q544S TYPE OF BUSINESS STEP-THROUGH C1 sociedad limitada C2 otro tipo de sociedad C3 corporaciones del subcap¡tulo S C4 otra corporaci¢n C5 propietario £nico C6 alg£n otro tipo de negocio que todav¡a no he anotado J545 546 544(6)+546(5)=:1: Q545B 19 F21. ARE ANY OF THEM... / F: BUSINESSES / / (Necesito saber qu‚ tipo de negocios son ‚stos.) / / ¨Algunos de ellos son ^544? /^C1 / / ^B J546 545 B545(0+"0")=PLEASE ENTER RESPONSE Q546U A14 545U(2."Ò")=+546 J547 544 545(N1) J547 549 544(N6) Q547U F21V. COMMENT FOR OTHER / F: BUSINESSES / / / ¨De qu‚ tipo son estos negocios? / V M!a_! Q549UB 9 F22. WORTH OF SHARE / F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / ¨En cu nto podr¡a usted vender su parte de todas estas /~ELSE / ¨En cu nto podr¡a vender la parte de su familia de todas estas /~END /~IF 544(6) / ^547 ? (¨Cu l es su valor?) /~ELSE / ^544 ? (¨Cu l es su valor?) /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J550 549 B549(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J550 551 549(0+"0") J550 549 B549(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",0/999999999) Q550 DK. A30 DKDOL98.VQ C1 ^549 C2 3 J551 549 B550("X")=PLEASE ENTER CORRECT AMOUNT Q551UB 9 F23. IF SOLD, WHAT COST BASIS... / F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 544(6) / Si vendiera estos/estas ^547 hoy, ¨cu l ser¡a el /~ELSE / Si vendiera estos/estas ^544 hoy, ¨cu l ser¡a el /~END / costo base para fines fiscales? (¨De cu nto fue la inversi¢n original?) / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J552 551 B551(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J552 553 551(0+"0") J552 551 B551(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",0/999999999) Q552 DK. A30 DKDOL98.VQ C1 ^551 C2 3 J553 551 B552("X")=PLEASE ENTER CORRECT AMOUNT Q553UB 9 F24. TOTAL NET INCOME / F: BUSINESSES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / ¨A cu nto ascendieron los ingresos netos totales que usted recibi¢ de /todos(as) estos(as) /~IF 544(6) / ^547 en 1997? /~ELSE / ^544 en 1997? /~END /~ELSE / ¨A cu nto ascendieron los ingresos netos totales que usted y su familia que /vive aqu¡ /~IF 544(6) / recibieron de todos(as) estos(as) ^547 en 1997? /~ELSE / recibieron de todos(as) estos(as) ^544 en 1997? /~END /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B IN '97 J554 553 B553(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J554 544 553(0+"0") J554 553 B553(NL0)+553(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",-99999999/999999999) Q554 DK. A30 DKDOL98.VQ C1 ^553 C2 4 J544 553 B554("X")=PLEASE ENTER CORRECT AMOUNT R544 554 J555 553 B554("X")=PLEASE ENTER CORRECT AMOUNT Q555B 19 F25. EVER IN ACTIVE MANAGEMENT / F: BUSINESSES / /~IF 0A(LE1)=6AM25(N2)= /~IF 535(G1) / ¨Alguna vez particip¢ usted en la administraci¢n activa de los negocios? /~ELSE / ¨Alguna vez particip¢ usted en la administraci¢n activa del negocio? /~END /~ELSE /~IF 535(G1) / ¨Alguna vez usted o alguien de su familia que vive aqu¡ particip¢ en la / administraci¢n activa de los negocios? /~ELSE / ¨Alguna vez usted o alguien de su familia que vive aqu¡ particip¢ en la / administraci¢n activa del negocio? /~END /~END / / ^B J556 555 B555(0+"0")=PLEASE ENTER RESPONSE Q556B 19 G1. CURRENTLY LEASING CARS /QxQ G: VEHICLES / /~IF 0A(LE1)=6AM25(N2)= / Ahora quisiera obtener alguna informaci¢n sobre sus veh¡culos? / / Algunas personas usan autos u otros veh¡culos que les da un negocio o un /empleador para su uso personal y para el trabajo. ¨Usa usted alg£n veh¡culo de /ese tipo? /~ELSE / Ahora quisiera obtener alguna informaci¢n sobre los veh¡culos de su familia. / / Algunas personas usan autos u otros veh¡culos que les da un negocio o un /empleador para su uso personal y para el trabajo. ¨Usa usted o alguien en su /familia alg£n veh¡culo de ese tipo? /~END / / ^B J557 559 556(2.K2.K3) J557 556 B556(0+"0")=PLEASE ENTER RESPONSE V B Q557UB 2 G1_1. NUMBER REGULARLY USED / G: VEHICLES / /~IF 0A(LE1)=6AM25(N2)= / ¨Cu ntos de estos veh¡culos usa usted con regularidad? /~ELSE / ¨Cu ntos de estos veh¡cules usa con regularidad usted o alguien de su /familia que vive aqu¡? /~END / / / ^B V (1/5,U6/99){Nn} Q558B 19 G1_2. ANY VEHICLES LEASED / G: VEHICLES / / /~IF 557(1) / ¨El negocio o empleador alquila este veh¡culo? /~ELSE / ¨El negocio o empleador alquila alguno de estos veh¡culos? /~END /^C1 / ^B J559 558 B558(0+"0")=PLEASE ENTER RESPONSE Q559B 19 G2. YOU LEASING VEHICLES /QxQ G: VEHICLES / /~IF 556(1) / Sin contar los veh¡culos proporcionados por un negocio ... /~END /~IF 0A(LE1)=6AM25(N2)= / ¨Est  alquilando usted alg£n auto u otros veh¡culos? /~ELSE / ¨Est  alquilando usted o alguien en su familia que vive aqu¡ alg£n auto / u otros veh¡culos? /~END / / / ^B J560 577 559(2.K2.K3) J560 559 B559(0+"0")=PLEASE ENTER RESPONSE Q560UB 2 G2_1. NUMBER PERSONAL LEASE / G: VEHICLES / /~IF 0A(LE1)=6AM25(N2)= / Sin contar los veh¡culos alquilados por un negocio, ¨cu ntos autos u / otros veh¡culos alquila usted? /~ELSE / Sin contar los veh¡culos alquilados por un negocio, ¨cu ntos autos u / otros veh¡culos alquila usted y su familia que vive aqu¡? /~END / / / ^B V (1/5,U6/99){Nn} Q561S LEASE STEP-THROUGH C1 1 C2 2 Q562UB 4 G3. YEAR OF VEHICLE / G: VEHICLES /~IF 561(LEQ560) /LEASED VEHICLE: ^561 OF ^560 /~ELSE /LEASED VEHICLE: ^561 /~END / /~IF 561(1) /~IF 560(1) / ¨De qu‚ modelo y marca es este veh¡culo? /~ELSE / ¨De qu‚ modelo y marca es el veh¡culo m s nuevo? /~END /~ELSE / ¨De qu‚ a¤o, modelo y marca es el siguiente veh¡culo? /~END / / (2-WORD ANSWER. MAKE AND MODEL) / / YEAR: ^B / / MAKE: ^B / / MODEL: ^B V (1950/1999,U1900/1949){NNNN} Q563UB 15 G3. MAKE OF VEHICLE V M Q564UB 15 G4. MODEL MODEL YEAR V M Q565UB 4 G5. HOW MUCH MONTHLY PAYMENTS / G: VEHICLES / 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 / / / ¨De cu ntos son sus pagos por el alquiler? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO REGULAR PAYMENTS, PRESS [F6] KEY. / / ^B J566 565 B565(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J566 569 565(0+"0").565("NT") J566 565 B565(","."-"."+")=INVALID RESPONSE! V !.A$_,___.!("range,NT",0/9999) Q566 DK. A30 DKDOL98.VQ C1 ^565 C2 8 J567 565 B566("X")=PLEASE ENTER CORRECT AMOUNT J567 569 566(0) Q567B 102 G5F. / G: VEHICLES /~IF 561(LEQ560) /LEASED VEHICLE: ^561 OF ^560 /~ELSE /LEASED VEHICLE: ^561 /~END / / / / ¨Cada cu nto se deben hacer? / / ^B J568 567 B567(0+"0")=PLEASE ENTER RESPONSE J568 569 567(N7) Q568U G5FV. / G: VEHICLES / PLEASE SPECIFY V M!a_! Q569B G5_1. YEARS OR MONTHS FOR LEASE / G: VEHICLES /~IF 561(LEQ560) /LEASED VEHICLE: ^561 OF ^560 /~ELSE /LEASED VEHICLE: ^561 /~END / / / ¨Por cu ntos a¤os o meses fue el alquiler original? /^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 / G: VEHICLES /~IF 561(LEQ560) /LEASED VEHICLE: ^561 OF ^560 /~ELSE /LEASED VEHICLE: ^561 /~END / / / ¨Por cu ntos a¤os o meses fue el alquiler original? /^C1 / / / ^B / YEARS J571 572 569(N2) V (1/5,U6/99){Nn} Q571UB 2 G5_1. NUMBER OF MONTHS / G: VEHICLES /~IF 561(LEQ560) /LEASED VEHICLE: ^561 OF ^560 /~ELSE /LEASED VEHICLE: ^561 /~END / / / ¨Por cu ntos meses fue el alquiler original? /^C1 / / ^B / MONTHS J572 573 561(2)+560(G2)=:1: V (1/99){Nn} Q572B 19 G6. ANOTHER VEHICLE / G: VEHICLES /~IF 561(LEQ560) /LEASED VEHICLE: ^561 OF ^560 /~ELSE /LEASED VEHICLE: ^561 /~END / / /~IF 561(LQ560) / VAN, JEEP, OR OTHER VEHICLE? /~ELSE /~IF 0A(LE1)=4AM23(N2)= / ¨Usted alquila alg£n otro auto, camionetas, camioneta o veh¡culo tipo jeep /o alg£n otro de este tipo? /~ELSE / ¨Usted o su familia alquila alg£n otro auto, camionetas, camioneta o /veh¡culo tipo jeep o alg£n otro de este tipo? /~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 J573 577 572(K2.K3) J573 573 577 572(1).561(LQ560) Q573UB 4 G6_1. AMOUNT OF OTHER LEASE PAYMENTS / G: VEHICLES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0(G1)=560-561 / En conjunto, ¨m s o menos cu l es el monto de los pagos por el alquiler / de sus dem s veh¡culos? /~ELSE / En conjunto, ¨m s o menos cu l es el monto de los pagos por el alquiler / de su otro veh¡culo? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO REGULAR PAYMENTS, PRESS [F6] KEY. / / ^B J574 573 B573(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J574 577 573(0+"0").573("NT") J574 573 B573(","."-"."+")=INVALID RESPONSE! V !.A$_,___.!("range,NT",0/9999) Q574 DK. A30 DKDOL98.VQ C1 ^573 C2 8 J575 573 B574("X")=PLEASE ENTER CORRECT AMOUNT J575 577 574(0) Q575B G6_1F. / G: VEHICLES / / / ¨Y cada cu nto se paga esa cantidad? / / ^B C0 C1 D¡a C2 /7 102 2 G 0,1/4,12,5,11,6,7 J576 575 B575(0+"0")=PLEASE ENTER RESPONSE J576 577 575(N7) Q576U G6_1FV. / G: VEHICLES / PLEASE SPECIFY V M!a_! Q577B 19 G7. OWN ANY CARS /QxQ G: VEHICLES / / /~IF 0A(LE1)=6AM25(N2)= / ¨Usted es due¤o de alg£n auto, o de alg£n tipo de cami¢n, camioneta o /veh¡culo tipo jeep (sport-utility)? /~ELSE / ¨Usted o alguien de su familia aqu¡ es due¤o de alg£n auto, o de alg£n tipo / de cami¢n, camioneta o veh¡culo tipo jeep (sport-utility)? /~END / / No cuente moticicletas, tractores, limpiadores de nieve, etc. / ni ning£n veh¡culo que pertenezca a alg£n negocio. /^C1 / / ^B J578 623 577(2.K2.K3) J578 577 B577(0+"0")=PLEASE ENTER RESPONSE Q578UB 2 G7_1. HOW MANY VEHICLES OWN / G: VEHICLES / /~IF 0A(LE1)=6AM25(N2)= / En total, ¨cu ntos autos o veh¡culos de este tipo le pertencen a usted? /~ELSE / En total, ¨cu ntos autos o veh¡culos de este tipo le pertencen a usted / y a su familia que vive aqu¡? /~END / / ^B # OWNED VEHICLES V (1/5,U6/99){Nn} Q579S OWN STEP-THROUGH C1 1 C2 2 C3 3 C4 4 Q580B G8. TYPE OF VEHICLE / G: VEHICLES /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / /~IF 578(1) / ¨Qu‚ tipo de veh¡culo es este? /~ELSE 578(G1.K2.K3)+579(1) / ¨Qu‚ tipo de veh¡culo es el m s nuevo? /~ELSE / ¨Qu‚ tipo de veh¡culo es el siguiente? /~END / /INTERVIEWER: PROBE IF NECESSARY. / / ¨Es un auto, camioneta, jeep o "sport-utility", pickup / u otro? /^C1 / / ^B C0 C1 Auto C2 Camioneta (van/minivan) C3 Jeep/sport-utility C4 Pickup C5 Otro J581 580 B580(0+"0")=PLEASE ENTER RESPONSE J581 582 580(N5) Q581U G8V. COMMENT FOR OTHER / G: VEHICLES /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / / /PLEASE SPECIFY. V M!a_! Q582UB 4 G10. MODEL YEAR / G: VEHICLES /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / / ¨De qu‚ a¤o, marca y modelo es ‚ste? / / (2-WORD ANSWER. MAKE AND MODEL) / / / YEAR: ^B / / MAKE: ^B / / MODEL: ^B V (1950/1999,U1900/1949){NNNN} Q583UB 15 G9. MAKE OF VEHICLE V M Q584UB 15 G9. MODEL OF VEHICLE V M Q585B G11. NEW OR USED / G: VEHICLES /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / / ¨Lo compr¢ usted nuevo o usado? /^C1 / / ^B C0 C1 Nuevo C2 Usado J586 587 585(1) J586 585 B585(0+"0")=PLEASE ENTER RESPONSE Q586UB 4 G11_1. WHAT YEAR BOUGHT / G: VEHICLES /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / / ¨En qu‚ a¤o lo compr¢? / / ^B / YEAR J587 586 B0(G1)+586(G0)=584-586=PURCHASE DATE OF USED CAR CANNOT / COME BEFORE MODEL YEAR! V (1950/1998,U1900/1949){NNNN} Q587B 19 G12. MONEY STILL OWED / G: VEHICLES /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / / Sin contar ninguno de los pr‚stamos que ya he anotado antes, ¨debe usted / todav¡a alg£n dinero por pr‚stamos para adquirir este/esta ^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 / G: VEHICLES /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / / ¨En qu‚ mes y a¤o se tom¢ el pr‚stamo? / / 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 J590 588 B589(1998)+588(GQ4)=DATE MUST PRECEDE TODAY'S DATE! V (1950/1998,U1900/1949){NNNN} Q590UB 6 G14. HOW MUCH BORROWED / G: VEHICLES / 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 / / / ¨Cu nto se tom¢ prestado o financi¢ / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J591 590 B590(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J591 590 B590(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range",1/999999) Q591 DK. A30 DKDOL98.VQ C1 ^590 C2 6 J592 590 B591("X")=PLEASE ENTER CORRECT AMOUNT Q592B G15. REGULAR INSTALLMENT OR OTHER / G: VEHICLES /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / / ¨Es este un pr‚stamo a plazos normal en el que usted paga una cantidad / fija de d¢lares al mes durante un n£mero fijo de meses hasta que termina / de pagar el pr‚stamo, o es de otro tipo? /^C1 / ^B C0 C1 A plazos normal C2 De otro tipo J593 600 592(2) J593 592 B592(0+"0")=PLEASE ENTER RESPONSE Q593B G16. AGREED TO YEARS OR PAYMENTS / G: VEHICLES /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / / ¨Cu ntos a¤os o pagos mensuales se fijaron cuando se tom¢ / el pr‚stamo? /^C1 / / ^B C0 C1 ENTER YEARS C2 ENTER PAYMENTS C3 NO SET NUMBER OF YEARS OR PAYMENTS J594 593 B593(0+"0")=PLEASE ENTER RESPONSE J594 595 593(N1) Q594UB 3 G16YRS. NUMBER OF YEARS / G: VEHICLES /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / / NUMBER OF YEARS: ^B J595 596 593(N2) V (1/120,U121/999){Nnn} Q595UB 3 G16PAY. / G: VEHICLES /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / / NUMBER OF PAYMENTS: ^B J596 600 593(3) V (1/120,U121/999){Nnn} Q596UB 6 G17. HOW MUCH MONTHLY PAYMENTS / G: VEHICLES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / / ¨De cu nto son los pagos? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO REGULAR PAYMENTS, PRESS [F6] KEY. / / ^B J597 596 B596(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J597 600 596(0+"0").596("NT") J597 596 B596(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range,NT",0/999999) Q597 DK. A30 DKDOL98.VQ C1 ^596 C2 8 J598 596 B597("X")=PLEASE ENTER CORRECT AMOUNT J598 600 597(0) Q598B 102 G17F. / G: VEHICLES /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / / / ¨Cada cu nto se hacen? / / ^B J599 598 B598(0+"0")=PLEASE ENTER RESPONSE J599 600 598(N7) Q599U G17FV. / G: VEHICLES /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / PLEASE SPECIFY J600 604 598(G0).596(K2) V M!a_! Q600UB 6 G18. HOW MUCH MONTHLY PAYMENTS / G: VEHICLES / 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 / / / ¨De cu nto es el pago t¡pico? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO REGULAR PAYMENTS, PRESS [F6] KEY. / / ^B J601 600 B600(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J601 604 600(0+"0").600("NT") J601 600 B600(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range,NT",0/999999) Q601 DK. A30 DKDOL98.VQ C1 ^600 C2 8 J602 600 B601("X")=PLEASE ENTER CORRECT AMOUNT J602 604 601(0) Q602B G18F. / G: VEHICLES /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / / / ¨Y cada cu nto se hace? / / ^B C0 /7 102 0 C8 Suma total/un pago solamente C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J603 602 B602(0+"0")=PLEASE ENTER RESPONSE J603 604 602(N7) Q603U G18FV. / G: VEHICLES /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / PLEASE SPECIFY J604 605 600(A) V M!a_! Q604B G18_1. AHEAD, BEHIND, ON SCHEDULE / G: VEHICLES /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / / ¨Se est  pagando este pr‚stamo antes de los plazos establecidos, despu‚s / de los plazos o m s o menos conforme a los plazos? /^C1 / ^B C0 C1 Conforme a los plazos C2 Antes de los plazos C3 Despu‚s de los plazos J605 604 B604(0+"0")=PLEASE ENTER RESPONSE J605 609 604(1) Q605UB 2 G19. MONTH LOAN TO BE REPAID / G: VEHICLES /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / / ¨En qu‚ mes y a¤o piensa terminar de pagar este pr‚stamo? / / JAN = 1 APR = 4 JUL = 7 OCT = 10 / FEB = 2 MAY = 5 AUG = 8 NOV = 11 / MAR = 3 JUN = 6 SEP = 9 DEC = 12 / / ^B ^B / MONTH YEAR V (1/12){Nn} Q606UB 4 G19. YEAR LOAN TO BE REPAID J607 605 B606(1998)+605(LQ4)+605(G0)=DATE CANNOT BE IN THE PAST! J607 609 604(1) V (1998/2010,U2011/2050){NNNN} Q607UB 6 G20. HOW MUCH STILL OWED / G: VEHICLES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / / ¨Cu nto se debe todav¡a por este pr‚stamo? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J608 607 B607(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J608 607 B607(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range",1/999999) Q608 DK. A30 DKDOL98.VQ C1 ^607 C2 6 J609 607 B608("X")=PLEASE ENTER CORRECT AMOUNT Q609UB 5 G21. CURRENT APR / G: VEHICLES /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / / ¨Qu‚ tasa de inter‚s anual se est  cobrando actualmente sobre este pr‚stamo? / / ^B V !.U__.__%!(0/100){Nn\.nn} Q610B G22. LOAN INSTITUTION ON CARD / G: VEHICLES /~IF 579(LEQ578) /OWNED VEHICLE: ^579 OF ^578 /~ELSE /OWNED VEHICLE: ^579 /~END / / Por favor mire la Tarjeta de Instituciones. ¨Este pr‚stamo es de alguna de / las instituciones que est n en la Tarjeta de Instituciones o es de otra /instituci¢n? / / IF INSTITUTIONS CARD: ¨De qu‚ instituci¢n? /~IF M45("<") / IF "SOMEPLACE ELSE": ¨Qu‚ instituci¢n es esa? /~ELSE / IF "SOMEPLACE ELSE": ¨Qu‚ tipo de instituci¢n es esa? /~END / / MENTIONED AT THIS POINT. /^Y1^C2 / ^B C0 C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= 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 C22 OTHER G 0 G '<1/6(=M43('<1/6()+45(N"<")= G '<1/6(=0A('<0/5()=43AM45(N"<")= G 22 G 11/15,20/21=0A(6)=43AM45(N"<")= G E1/6,11/15,20/22 J611 610 B610(0+"0")=PLEASE ENTER RESPONSE J611 611 612 M43(Q610)+45("<") Q611B / G: VEHICLES /~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 611 BM43(Q610)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J612 613 610(N22) Q612U G22V. / G: VEHICLES / PLEASE SPECIFY J613 614 579(4)+578(G4)=:1: V M!a_! Q613B 19 G23. ANOTHER VEHICLE / G: VEHICLES /~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 / ¨Usted tiene alg£n otro auto, camioneta o veh¡culo tipo jeep / (sport-utility)? / / No cuente motocicletas, tractores, limpiadores de nieve, etc., / ni ning£n veh¡culo que pertenezca a alg£n negocio? /~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 J614 623 613(K2.K3) J614 614 623 613(1).579(LQ578) Q614UB 6 G23_1. WORTH OF OTHER VEHICLES / G: VEHICLES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= /~IF 0(G1)=578-579 / ¨Cu l es el valor de todos los otros veh¡culos de ese tipo que le pertenecen /a usted a los precios de ahora? /~ELSE / ¨Cu l es el valor del otro veh¡culo de ese tipo que le pertenece a usted al /precio de ahora? /~END /~ELSE /~IF 0(G1)=578-579 / ¨Cu l es el valor de todos los otros veh¡culos de ese tipo que le pertenecen /a usted y a otros en su familia que vive aqu¡ a los precios de ahora? /~ELSE / ¨Cu l es el valor del otro veh¡culo de ese tipo que le pertenece a usted y a /otros en su familia que vive aqu¡ al precio de ahora? /~END /~END / / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J615 614 B614(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J615 616 614(0+"0") J615 614 B614(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range",1/999999) Q615 DK. A30 DKDOL98.VQ C1 ^614 C2 6 J616 614 B615("X")=PLEASE ENTER CORRECT AMOUNT Q616B 19 G23_2. MONEY STILL OWED ON OTHER / G: VEHICLES / / /~IF 0(G1)=578-579 / Sin contar los pr‚stamos que ya he anotado antes, ¨se debe todav¡a alg£n / dinero por pr‚stamos para adquirir estos veh¡culos? /~ELSE / Sin contar los pr‚stamos que ya he anotado antes, ¨se debe todav¡a alg£n / dinero por un pr‚stamo para adquirir este veh¡culo? /~END /^C1 / / ^B J617 623 616(2.K2.K3) J617 616 B616(0+"0")=PLEASE ENTER RESPONSE Q617UB 5 G23_3. HOW MUCH STILL OWED / G: VEHICLES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 0(G1)=578-579 / En conjunto, ¨m s o menos cu nto se debe todav¡a por estos pr‚stamos? /~ELSE / En conjunto, ¨m s o menos cu nto se debe todav¡a por este pr‚stamo? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J618 617 B617(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J618 617 B617(","."-"."+")=INVALID RESPONSE! V !.A$__,___.!("range",1/99999) Q618 DK. A30 DKDOL98.VQ C1 ^617 C2 6 J619 617 B618("X")=PLEASE ENTER CORRECT AMOUNT Q619UB 6 G23_4. TOTAL MONTHLY PAYMENTS / G: VEHICLES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 0(G1)=578-579 / ¨De cu nto son los pagos totales por estos pr‚stamos? /~ELSE / ¨De cu nto son los pagos totales por este pr‚stamo? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO TYPICAL PAYMENTS, PRESS [F6] KEY. / / ^B J620 619 B619(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J620 621 619(0+"0").619("NT") J620 619 B619(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range,NT",0/999999) Q620 DK. A30 DKDOL98.VQ C1 ^619 C2 8 J621 619 B620("X")=PLEASE ENTER CORRECT AMOUNT J621 623 620(0) Q621B 102 G23_4F. / G: VEHICLES / / / ¨Y cada cu nto se paga esa cantidad? / / ^B J622 621 B621(0+"0")=PLEASE ENTER RESPONSE J622 623 621(N7) Q622U G23_4FV. / G: VEHICLES / PLEASE SPECIFY V M!a_! Q623B 19 G25. MOTORHOME, RV.... /QxQ G: VEHICLES / /~IF 0A(LE1)=6AM25(N2)= / ¨Es usted due¤o(a) de alg£n otro veh¡culo, tal como una casa m¢vil /motorizada (motorhome), RV, motocicleta, barco o avi¢n? /~ELSE / ¨Es usted o alguien de su familia que vive aqu¡, due¤o(a) de alg£n otro /veh¡culo, tal como una casa m¢vil motorizada (motorhome), RV, motocicleta, /barco o avi¢n? /~END / / / ^B J624 666 623(2.K2.K3) J624 623 B623(0+"0")=PLEASE ENTER RESPONSE Q624UB 2 G25_1. HOW MANY MOTORHOME, RV, BOAT / G: VEHICLES / /~IF 0A(LE1)=6AM25(N2)= / En conjunto, ¨cu ntos de estos otros veh¡culos le pertenecen a usted? /~ELSE / En conjunto, ¨cu ntos de estos otros veh¡culos le pertenecen a usted o a /alguien en su familia que vive aqu¡? /~END / / ^B V (1/10,U11/99){Nn} Q625S MOTORHOME STEP-THROUGH C1 1 C2 2 Q626B G26. WHAT TYPE OF MOTORHOME... / G: VEHICLES /~IF 625(LEQ624) /MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624 /~ELSE /MOTORHOME/RV/PLANE/BOAT: ^625 /~END / /~IF 624(1) / Qu‚ tipo de veh¡culo es ‚ste? /~ELSE 625(1) / ¨Qu‚ tipo de veh¡culo es el m s nuevo? /~ELSE / ¨Qu‚ tipo de veh¡culo es el siguiente? /~END / / / INTERVIEWER: PROBE IF NECESSARY. / / ¨Es un "motorhome?, RV, avi¢n, barco, u otro? /^C1 / / ^B C0 C1 casa m¢vil motorizada C2 RV C3 avi¢n C4 barco C5 motocicleta C7 Otro J627 626 B626(0+"0")=PLEASE ENTER RESPONSE J627 628 626(N7) Q627U G26V. COMMENT FOR OTHER / G: VEHICLES /~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 / G: VEHICLES / 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) / ¨M s o menos cu l es el valor de este ^626? /~ELSE / ¨M s o menos cu l es el valor de este veh¡culo? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J629 628 B628(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J629 630 628(0+"0") J629 628 B628(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",1/9999999) Q629 DK. A30 DKDOL98.VQ C1 ^628 C2 6 J630 628 B629("X")=PLEASE ENTER CORRECT AMOUNT Q630B 19 G28. MONEY STILL OWED ON RV / G: VEHICLES /~IF 625(LEQ624) /MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624 /~ELSE /MOTORHOME/RV/PLANE/BOAT: ^625 /~END / / / Sin contar ninguno de los pr‚stamos que ya he anotado antes, ¨se debe /todav¡a alg£n dinero /~IF 626(N7) / por pr‚stamos para adquirir este ^626? /~ELSE / por pr‚stamos para adquirir este veh¡culo? /~END /^C1 / ^B J631 656 630(2.K2.K3) J631 630 B630(0+"0")=PLEASE ENTER RESPONSE Q631UB 2 G29. MONTH LOAN TAKEN OUT / G: VEHICLES /~IF 625(LEQ624) /MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624 /~ELSE /MOTORHOME/RV/PLANE/BOAT: ^625 /~END / / / ¨En qu‚ mes y a¤o se tom¢ el pr‚stamo? / / 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 J633 631 B632(1998)+631(GQ4)=DATE MUST PRECEDE TODAY'S DATE! V (1950/1998,U1900/1949){NNNN} Q633UB 6 G30. HOW MUCH FINANCED / G: VEHICLES / 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 / / / ¨Cu nto se tom¢ prestado o financi¢, sin contar los cargos de /financiamiento? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J634 633 B633(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J634 633 B633(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range",1/999999) Q634 DK. A30 DKDOL98.VQ C1 ^633 C2 6 J635 633 B634("X")=PLEASE ENTER CORRECT AMOUNT Q635B G31. REGULAR INSTALLMENT OR OTHER / G: VEHICLES /~IF 625(LEQ624) /MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624 /~ELSE /MOTORHOME/RV/PLANE/BOAT: ^625 /~END / / / ¨Es ‚ste un pr‚stamo a plazos normal en el que usted paga una cantidad fija / de d¢lares al mes durante un n£mero fijo de meses hasta que paga todo / el pr‚stamo, o es de otro tipo? /^C1 / ^B C0 C1 Regular a plazos C2 De otro tipo J636 643 635(2) J636 635 B635(0+"0")=PLEASE ENTER RESPONSE Q636B 593 G32. AGREED TO YEARS OR PAYMENTS / G: VEHICLES /~IF 625(LEQ624) /MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624 /~ELSE /MOTORHOME/RV/PLANE/BOAT: ^625 /~END / / / ¨Cu ntos a¤os o pagos mensuales se fijaron cuando recibi¢ / el pr‚stamo? /^C1 / / ^B J637 636 B636(0+"0")=PLEASE ENTER RESPONSE J637 638 636(N1) Q637UB 3 G32YRS. NUMBER OF YEARS OR PAYMENTS / G: VEHICLES /~IF 625(LEQ624) /MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624 /~ELSE /MOTORHOME/RV/PLANE/BOAT: ^625 /~END / / / NUMBER OF YEARS: ^B J638 639 636(N2) V (1/120,U121/999){Nnn} Q638UB 3 G32PAY. / G: VEHICLES /~IF 625(LEQ624) /MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624 /~ELSE /MOTORHOME/RV/PLANE/BOAT: ^625 /~END / / / NUMBER OF PAYMENTS: ^B J639 643 636(3) V (1/120,U121/999){Nnn} Q639UB 6 G33. HOW MUCH MONTHLY PAYMENTS / G: VEHICLES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 625(LEQ624) /MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624 /~ELSE /MOTORHOME/RV/PLANE/BOAT: ^625 /~END / / / ¨De cu nto son los pagos? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO REGULAR PAYMENTS, PRESS [F6] KEY. / / ^B J640 639 B639(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J640 643 639(0+"0").639("NT") J640 639 B639(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range,NT",0/999999) Q640 DK. A30 DKDOL98.VQ C1 ^639 C2 8 J641 639 B640("X")=PLEASE ENTER CORRECT AMOUNT J641 643 640(0) Q641B 102 G33F. / G: VEHICLES /~IF 625(LEQ624) /MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624 /~ELSE /MOTORHOME/RV/PLANE/BOAT: ^625 /~END / / / / ¨Y cada cu nto se deben hacer? / / ^B J642 641 B641(0+"0")=PLEASE ENTER RESPONSE J642 643 641(N7) Q642U G33FV. / G: VEHICLES /~IF 625(LEQ624) /MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624 /~ELSE /MOTORHOME/RV/PLANE/BOAT: ^625 /~END / / PLEASE SPECIFY J643 647 641(G0).639(K2) V M!a_! Q643UB 6 G34. TYPICAL MONTHLY PAYMENTS / G: VEHICLES / 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 / / / ¨De cu nto es el pago t¡pico? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO TYPICAL PAYMENTS, PRESS [F6] KEY. / / ^B J644 643 B643(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J644 648 643(0+"0").643("NT") J644 643 B643(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range,NT",0/999999) Q644 DK. A30 DKDOL98.VQ C1 ^643 C2 8 J645 643 B644("X")=PLEASE ENTER CORRECT AMOUNT J645 647 644(0) Q645B G34F. / G: VEHICLES /~IF 625(LEQ624) /MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624 /~ELSE /MOTORHOME/RV/PLANE/BOAT: ^625 /~END / / / / ¨Y cada cu nto se hace? / / ^B C0 /7 102 0 C8 Suma total/un pago solamente C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J646 645 B645(0+"0")=PLEASE ENTER RESPONSE J646 647 645(N7) Q646U G34FV. / G: VEHICLES /~IF 625(LEQ624) /MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624 /~ELSE /MOTORHOME/RV/PLANE/BOAT: ^625 /~END / / PLEASE SPECIFY J647 648 644(A) V M!a_! Q647B G34_1. AHEAD, BEHIND, ON SCHEDULE / G: VEHICLES /~IF 625(LEQ624) /MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624 /~ELSE /MOTORHOME/RV/PLANE/BOAT: ^625 /~END / / / ¨Se est  pagando este pr‚stamo antes de los plazos establecidos, despu‚s de /los plazos establecidos o m s o menos conforme a los plazos? /^C1 / ^B C0 C1 Conforme a los plazos C2 Antes de los plazos C3 Despu‚s de los plazos J648 647 B647(0+"0")=PLEASE ENTER RESPONSE J648 652 647(1) Q648UB 2 G35. MONTH LOAN TO BE REPAID / G: VEHICLES /~IF 625(LEQ624) /MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624 /~ELSE /MOTORHOME/RV/PLANE/BOAT: ^625 /~END / / / ¨En qu‚ mes y en qu‚ a¤o piensa terminar de pagar este pr‚stamo? / / 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 J650 648 B649(1998)+648(LQ4)+648(G0)=DATE CANNOT BE IN THE PAST! J650 652 647(1) V (1998/2010,U2011/2050){NNNN} Q650UB 6 G36. HOW MUCH STILL OWED / G: VEHICLES / 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 / / / ¨Cu nto se debe todav¡a por este pr‚stamo? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J651 650 B650(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J651 652 650(0+"0") J651 650 B650(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range",1/999999) Q651 DK. A30 DKDOL98.VQ C1 ^650 C2 6 J652 650 B651("X")=PLEASE ENTER CORRECT AMOUNT Q652UB 5 G37. CURRENT APR / G: VEHICLES /~IF 625(LEQ624) /MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624 /~ELSE /MOTORHOME/RV/PLANE/BOAT: ^625 /~END / / / ¨Qu‚ tasa de inter‚s anual se est  cobrando actualmente sobre este pr‚stamo? / / ^B V !.U__.__%!(0/100){Nn\.nn} Q653B G38. LOAN INSTITUTION ON CARD / G: VEHICLES /~IF 625(LEQ624) /MOTORHOME/RV/PLANE/BOAT: ^625 OF ^624 /~ELSE /MOTORHOME/RV/PLANE/BOAT: ^625 /~END / / Por favor mire la Tarjeta de Instituciones. ¨Este pr‚stamo es de alguna de / las instituciones en la Tarjeta de Instituciones o es de otra instituci¢n? / / IF INSTITUTIONS CARD: ¨De cu l instituci¢n? /~IF M45("<") / IF "SOMEPLACE ELSE": ¨Qu‚ instituci¢n es ‚sta? /~ELSE / IF "SOMEPLACE ELSE": ¨Qu‚ tipo de instituci¢n es ‚sta? /~END / / MENTIONED AT THIS POINT. /^Y1^C2 / ^B C0 C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= C11 COMMERCIAL BANK C12 S&L/SAVINGS BANK C13 CREDIT UNION C14 FINANCE/LOAN CO C16 BROKERAGE C22 OTHER G 0 G '<1/6(=M43('<1/6()+45(N"<")= G '<1/6(=0A('<0/5()=43AM45(N"<")= G 11/14,16=0A(6)=43AM45(N"<")= G 22 G E1/6,11/14,16,22 J654 653 B653(0+"0")=PLEASE ENTER RESPONSE J654 654 655 M43(Q653)+45("<") Q654B / G: VEHICLES /~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 654 BM43(Q653)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J655 656 653(N22) Q655U G38V. / G: VEHICLES / PLEASE SPECIFY J656 657 625(2)+624(G2)=:1: V M!a_! Q656B 19 G39. ANOTHER VEHICLE? / G: VEHICLES /~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 / ¨Tiene usted alg£n otro veh¡culo? /~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 J657 666 656(K2.K3) J657 657 666 656(1).625(LQ624) Q657UB 7 G39_1. WORTH OF OTHER VEHICLES / G: VEHICLES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= /~IF 0(G1)=624-625 / ¨Cu l es el valor de los otros veh¡culos de este tipo que le pertenecen a /usted? /~ELSE / ¨Cu l es el valor del otro veh¡culo de este tipo que le pertenece a usted? /~END /~ELSE /~IF 0(G1)=624-625 / ¨Cu l es el valor de los otros veh¡culos de este tipo que le pertenecen a /usted y a otros en su familia que vive aqu¡? /~ELSE / ¨Cu l es el valor del otro veh¡culo de este tipo que le pertenece a usted y /a otros en su familia que vive aqu¡? /~END /~END / / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J658 657 B657(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J658 659 657(0+"0") J658 657 B657(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",1/9999999) Q658 DK. A30 DKDOL98.VQ C1 ^657 C2 6 J659 657 B658("X")=PLEASE ENTER CORRECT AMOUNT Q659B 19 G39_2. MONEY STILL OWED ON OTHER / G: VEHICLES / / /~IF 0(G1)=624-625 / Sin contar los pr‚stamos que ya he anotado antes, ¨se debe todav¡a alg£n / dinero por pr‚stamos para adquirir estos veh¡culos? /~ELSE / Sin contar los pr‚stamos que ya he anotado antes, ¨se debe todav¡a alg£n / dinero por pr‚stamos para adquirir este veh¡culo? /~END /^C1 / / ^B J660 666 659(2.K2.K3) J660 659 B659(0+"0")=PLEASE ENTER RESPONSE Q660UB 5 G39_3. HOW MUCH STILL OWED / G: VEHICLES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 0(G1)=624-625 / En conjunto, ¨m s o menos cu nto se debe todav¡a por estos pr‚stamos? /~ELSE / En conjunto, ¨m s o menos cu nto se debe todav¡a por este pr‚stamo? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J661 660 B660(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J661 660 B660(","."-"."+")=INVALID RESPONSE! V !.A$__,___.!("range",1/99999) Q661 DK. A30 DKDOL98.VQ C1 ^660 C2 6 J662 660 B661("X")=PLEASE ENTER CORRECT AMOUNT Q662UB 6 G39_4. TOTAL MONTHLY PAYMENTS / G: VEHICLES / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 0(G1)=624-625 / ¨De cu nto son los pagos totales por estos pr‚stamos? /~ELSE / ¨De cu nto son los pagos totales por este pr‚stamo? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO TYPICAL PAYMENTS, PRESS [F6] KEY. / / ^B J663 662 B662(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J663 666 662(0+"0").662("NT") J663 662 B662(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range,NT",0/999999) Q663 DK. A30 DKDOL98.VQ C1 ^662 C2 8 J664 662 B663("X")=PLEASE ENTER CORRECT AMOUNT J664 666 663(0) Q664B 102 G39_4F. / G: VEHICLES / / / ¨Y cada cu nto se paga esa cantidad? / / ^B J665 664 B664(0+"0")=PLEASE ENTER RESPONSE J665 666 664(N7) Q665U G39_4FV. / G: VEHICLES / PLEASE SPECIFY V M!a_! Q666B 19 H1. EDUCATION LOANS /QxQ H: EDUCATION LOANS / /~IF 0A(LE1)=6AM25(N2)= / ¨Debe usted alg£n dinero o ha tomado alg£n pr‚stamo para cubrir gastos en /educaci¢n /~ELSE / ¨Usted y su familia que vive aqu¡ deben alg£n dinero o han tomao alg£n / pr‚stamo para cubrir gastos en educaci¢n? /~END / / IF YES: Por favor no cuente ninguna tarjeta de cr‚dito ni pr‚stamos / que ya he anotado anteriormente. / / ^B J667 702 666(2.K2.K3) J667 666 B666(0+"0")=PLEASE ENTER RESPONSE V B Q667UB 3 H2. HOW MANY EDUCATION LOANS /QxQ H: EDUCATION LOANS / / / ¨Cu ntos pr‚stamos de ese tipo hay? / / / # LOANS: ^B V (1/10,U11/999){Nnn} Q668S LOAN STEP-THROUGH C1 1 C2 2 C3 3 C4 4 C5 5 C6 6 Q669UB 2 H3. MONTH LOAN TAKEN OUT / H: EDUCATION LOANS /~IF 668(LEQ667) /EDUCATION LOAN: ^668 OF ^667 /~ELSE /EDUCATION LOAN: ^668 /~END / / /~IF 667(1) / ¨En qu‚ mes y a¤o se tom¢ este pr‚stamo? /~ELSE 667(N1)+668(1) / En cuanto al pr‚stamo m s grande, ¨en qu‚ mes y a¤o se tom¢ / este pr‚stamo? /~ELSE / En cu nto al pr‚stamo siguiente para cubrir gastos de educaci¢n, ¨en qu‚ / mes y a¤o se tom¢ este pr‚stamo? /~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 J671 669 B670(1998)+669(GQ4)=DATE MUST PRECEDE TODAYS DATE! V (1950/1998,U1900/1949){NNNN} Q671UB 7 H4. HOW MUCH BORROWED / H: EDUCATION LOANS / 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 / / / ¨Cu nto se tom¢ prestado o financi¢, sin contar los cargos de /financiamiento? / / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J672 671 B671(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J672 671 B671(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",1/9999999) Q672 DK. A30 DKDOL98.VQ C1 ^671 C2 7 J673 671 B672("X")=PLEASE ENTER CORRECT AMOUNT Q673B 19 H5. YOU PAYING ON LOAN NOW / H: EDUCATION LOANS /~IF 668(LEQ667) /EDUCATION LOAN: ^668 OF ^667 /~ELSE /EDUCATION LOAN: ^668 /~END / / / / ¨Est  usted pagando este pr‚stamo ahora? /^C1 / / ^B J674 678 673(1) J674 673 B673(0+"0")=PLEASE ENTER RESPONSE Q674B 19 H5_1. PAYMENTS DEFERRED /QxQ H: EDUCATION LOANS /~IF 668(LEQ667) /EDUCATION LOAN: ^668 OF ^667 /~ELSE /EDUCATION LOAN: ^668 /~END / / / ¨Los pagos de este pr‚stamo son diferidos? /^C1 / / ^B J675 678 674(2.K2.K3) J675 674 B674(0+"0")=PLEASE ENTER RESPONSE Q675UB 2 H6. MONTH WHEN START PAYING /QxQ H: EDUCATION LOANS /~IF 668(LEQ667) /EDUCATION LOAN: ^668 OF ^667 /~ELSE /EDUCATION LOAN: ^668 /~END / / ¨Cu ndo va a empezar a pagar este pr‚stamo? / / 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 J677 675 B676(1998)+675(LQ4)+675(G0)=DATE CANNOT BE IN THE PAST! V (1998/2000,U2001/2010){NNNN} Q677B 19 H7. ACCUMULATING INTEREST / H: EDUCATION LOANS /~IF 668(LEQ667) /EDUCATION LOAN: ^668 OF ^667 /~ELSE /EDUCATION LOAN: ^668 /~END / / / ¨Se est  acumulando intereses sobre este pr‚stamo que usted debe pagar? /^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 / H: EDUCATION LOANS /~IF 668(LEQ667) /EDUCATION LOAN: ^668 OF ^667 /~ELSE /EDUCATION LOAN: ^668 /~END / /~IF 673(1).674(1) / ¨Cu ndo empez¢ usted a pagar este pr‚stamo? / (TAKE MOST RECENT TIME R BEGAN PAYING ON LOAN). /~ELSE / ¨Cu ndo fue la £ltima vez que hizo un pago a este pr‚stamo? /~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 J680 678 B670(GQ679)+679(G0)=PAYMENTS CANNOT BE MADE BEFORE THE /LOAN WAS TAKEN OUT (^669/^670) J680 678 B670(Q679)+669(GQ678)+678(G0)=PAYMENTS CANNOT BE MADE B /EFORE THE LOAN WAS TAKEN OUT (^669/^670) V (1950/1998,U1900/1949){NNNN} Q680B H9. REGULAR OR INSTALLMENT / H: EDUCATION LOANS /~IF 668(LEQ667) /EDUCATION LOAN: ^668 OF ^667 /~ELSE /EDUCATION LOAN: ^668 /~END / / / ¨Es este un pr‚stamo a plazos normal en el que usted paga una cantidad fija / de d¢lares al mes durante un n£mero fijo de meses hasta que termina de / pagar todo el pr‚stamo o es de otro tipo? /^C1 / / ^B C0 C1 A plazos regular C2 De otro tipo J681 688 680(2) J681 680 B680(0+"0")=PLEASE ENTER RESPONSE Q681B 593 H10. AGREED TO YEARS OR PAYMENTS / H: EDUCATION LOANS /~IF 668(LEQ667) /EDUCATION LOAN: ^668 OF ^667 /~ELSE /EDUCATION LOAN: ^668 /~END / / / ¨Cu ntos a¤os o pagos mensuales se fijaron cuando recibi¢ el pr‚stamo? /^C1 / / ^B J682 681 B681(0+"0")=PLEASE ENTER RESPONSE J682 683 681(A+N1) Q682UB 3 H10YRS. NUMBER OF YEARS OR PAYMENTS / H: EDUCATION LOANS /~IF 668(LEQ667) /EDUCATION LOAN: ^668 OF ^667 /~ELSE /EDUCATION LOAN: ^668 /~END / / / NUMBER OF YEARS: ^B J683 684 681(N2) V (1/120,U121/999){Nnn} Q683UB 3 H10PAY. / H: EDUCATION LOANS /~IF 668(LEQ667) /EDUCATION LOAN: ^668 OF ^667 /~ELSE /EDUCATION LOAN: ^668 /~END / / / NUMBER OF PAYMENTS: ^B J684 688 681(3) V (1/120,U121/999){Nnn} Q684UB 5 H11. HOW MUCH MONTHLY PAYMENTS / H: EDUCATION LOANS / 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 / / / ¨De cu nto son los pagos? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO REGULAR PAYMENTS, PRESS [F6] KEY. / / ^B J685 684 B684(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J685 688 684(0+"0").684("NT") J685 684 B684(","."-"."+")=INVALID RESPONSE! V !.A$__,___.!("range,NT",0/99999) Q685 DK. A30 DKDOL98.VQ C1 ^684 C2 8 J686 684 B685("X")=PLEASE ENTER CORRECT AMOUNT J686 688 685(0) Q686B 102 H11F. / H: EDUCATION LOANS /~IF 668(LEQ667) /EDUCATION LOAN: ^668 OF ^667 /~ELSE /EDUCATION LOAN: ^668 /~END / / / / ¨Y cada cu nto se deben hacer? / / ^B J687 686 B686(0+"0")=PLEASE ENTER RESPONSE J687 688 686(N7) Q687U H11FV. / H: EDUCATION LOANS /~IF 668(LEQ667) /EDUCATION LOAN: ^668 OF ^667 /~ELSE /EDUCATION LOAN: ^668 /~END / / PLEASE SPECIFY J688 692 686(G0).684(K2) V M!a_! Q688UB 5 H11_1. HOW MUCH MONTHLY PAYMENTS / H: EDUCATION LOANS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 668(LEQ667) /EDUCATION LOAN: ^668 OF ^667 /~ELSE /EDUCATION LOAN: ^668 /~END / / / ¨De cu nto es el pago t¡pico? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO TYPICAL PAYMENTS, PRESS [F6] KEY. / / ^B J689 688 B688(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J689 692 688(0+"0").688("NT") J689 688 B688(","."-"."+")=INVALID RESPONSE! V !.A$__,___.!("range,NT",0/99999) Q689 DK. A30 DKDOL98.VQ C1 ^688 C2 8 J690 688 B689("X")=PLEASE ENTER CORRECT AMOUNT J690 692 689(0) Q690B 102 H11_1F. / H: EDUCATION LOANS /~IF 668(LEQ667) /EDUCATION LOAN: ^668 OF ^667 /~ELSE /EDUCATION LOAN: ^668 /~END / / / / ¨Y cada cu nto se hace? / / ^B J691 690 B690(0+"0")=PLEASE ENTER RESPONSE J691 692 690(N7) Q691U H11_1FV. / H: EDUCATION LOANS / PLEASE SPECIFY J692 693 688(A) V M!a_! Q692B H12. ON, AHEAD, BEHIND SCHEDULE / H: EDUCATION LOANS /~IF 668(LEQ667) /EDUCATION LOAN: ^668 OF ^667 /~ELSE /EDUCATION LOAN: ^668 /~END / / / ¨Se est  pagando este pr‚stamo antes de los plazos establecidos, despu‚s / de los plazos o m s o menos conforme a los plazos? /^C1 / / ^B C0 C1 Conforme a los plazos C2 Antes de los plazos C3 Despu‚s de los plazos J693 692 B692(0+"0")=PLEASE ENTER RESPONSE J693 695 692(1) Q693UB 2 H13. MONTH EXPECT TO REPAY / H: EDUCATION LOANS /~IF 668(LEQ667) /EDUCATION LOAN: ^668 OF ^667 /~ELSE /EDUCATION LOAN: ^668 /~END / / / ¨En qu‚ mes y a¤o piensa haber terminado de pagar todo este pr‚stamo? / / 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 J695 693 B694(1998)+693(LQ4)+693(G0)=DATE CANNOT BE IN THE PAST! V (1998/2010,U2011/2050){NNNN} Q695UB 5 H14. CURRENT APR / H: EDUCATION LOANS /~IF 668(LEQ667) /EDUCATION LOAN: ^668 OF ^667 /~ELSE /EDUCATION LOAN: ^668 /~END / / / ¨Qu‚ tasa de inter‚s anual se est  cobrando actualmente sobre este pr‚stamo? / / ^B V !.U__.__%!(0/100){Nn\.nn} Q696B H15. LOAN INSTITUTION ON CARD /QxQ H: EDUCATION LOANS /~IF 668(LEQ667) /EDUCATION LOAN: ^668 OF ^667 /~ELSE /EDUCATION LOAN: ^668 /~END / / Por favor mire la Tarjeta de Instituciones. ¨Este pr‚stamo es de alguna de / las instituciones en la Tarjeta de Instituciones o es de otra instituci¢n? / / IF INSTITUTIONS CARD: ¨De cu l instituci¢n? /~IF M45("<") / IF "SOMEPLACE ELSE": ¨Qu‚ instituci¢n es ‚sta? /~ELSE / IF "SOMEPLACE ELSE": ¨Qu‚ tipo de instituci¢n es ‚sta? /~END / / MENTIONED AT THIS POINT. /^Y1^C2 / ^B C0 C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= C11 COMMERCIAL BANK C12 S&L/SAVINGS BANK C13 CREDIT UNION C14 FINANCE/LOAN CO C16 BROKERAGE C22 OTHER C23 COLLEGE/UNIVERSITY G 0 G '<1/6(=M43('<1/6()+45(N"<")= G '<1/6(=0A('<0/5()=43AM45(N"<")= G 11/14,16,23=0A(6)=43AM45(N"<")= G 22 G E1/6,11/14,16,23,22 J697 696 B696(0+"0")=PLEASE ENTER RESPONSE J697 697 698 M43(Q696)+45("<") Q697B / H: EDUCATION LOANS /~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 697 BM43(Q696)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J698 699 696(N22) Q698U H15V. / H: EDUCATION LOANS /~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 / H: EDUCATION LOANS / 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 / / / ¨Cu nto se debe todav¡a por este pr‚stamo? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J700 699 B699(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J700 701 699(0+"0") J700 699 B699(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",1/99999999) Q700 DK. A30 DKDOL98.VQ C1 ^699 C2 7 J701 699 B700("X")=PLEASE ENTER CORRECT AMOUNT Q701B 19 H17. ANOTHER EDUCATION LOAN / H: EDUCATION LOANS /~IF 668(LEQ667) /EDUCATION LOAN: ^668 OF ^667 /~ELSE /EDUCATION LOAN: ^668 /~END / / /~IF 668(LQ667) / INTERVIEWER: CAN R PROVIDE INFORMATION ON ANOTHER EDUCATION LOAN? /~ELSE / ¨Hay alg£n otro pr‚stamo para cubrir gastos de educaci¢n? /~END / / / ^B J668 702 701(2.K2.K3)+667(LE1) J668 806 701(2.K2.K3)+667(G1) J668 701 B701(0+"0")=PLEASE ENTER RESPONSE R668 701 J806 702 701(K2.K3) J806 806 702 701(1).668(LQ667) Q806UB 8 H18. AMOUNT OF REMAINING LOANS / H: EDUCATION LOANS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨De cu nto es la suma total que se debe de todos los dem s pr‚stamos? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J822 806 B806(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J822 702 806(0+"0") J822 806 B806(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",1/99999999) Q822 DK. A30 DKDOL98.VQ C1 ^806 C2 7 J702 806 B822("X")=PLEASE ENTER CORRECT AMOUNT Q1427UB 8 H18_1. AMOUNT OF REMAINING LOANS / H: EDUCATION LOANS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨De cu nto es la suma total de todos los pagos que est  haciendo sobre todos /los dem s pr‚stamos? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO TYPICAL PAYMENTS, PRESS [F6] KEY. / / ^B J1485 1427 B1427(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1485 702 1427(0+"0").1427("NT") J1485 1427 B1427(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range,NT",0/99999999) Q1485 DK. A30 DKDOL98.VQ C1 ^1427 C2 8 J1497 1427 B1485("X")=PLEASE ENTER CORRECT AMOUNT J1497 702 1485(0) Q1497B 102 H18_1F.FREQUENCY / H: EDUCATION LOANS / / / ¨Y cada cu nto se paga esa cantidad? / / ^B J923 1497 B1497(0+"0")=PLEASE ENTER RESPONSE J923 702 1497(N7) Q923U H18_1FV.SPECIFY / H: EDUCATION LOANS / / PLEASE SPECIFY. V M!a_! Q702B 19 I1. OTHER LOANS /QxQ I: OTHER LOANS / / (SHOW CARD 8) / /~IF 0A(LE1)=6AM25(N2)= / ¨Debe usted alg£n dinero o tiene alg£n otro pr‚stamo por alguna raz¢n que se /nombra en esta tarjeta? /~ELSE / ¨Debe usted o alguien en su familia que vive aqu¡, alg£n dinero o tiene alg£n /otro pr‚stamo por alguna raz¢n que se nombra en esta tarjeta? /~END / (Estos son pr‚stamos para artefactos dom‚sticos, muebles, equipo recreativo, / cuentas m‚dicas, pr‚stamos tomados de amigos o parientes, pr‚stamos para / un negocio o inversiones u otro tipo de pr‚stamos.) / / IF YES, SAY: Por favor no cuente tarjetas de cr‚dito ni pr‚stamos de los / que ya me haya dado informaci¢n detallada. / / DO NOT INCLUDE GIFTS/LOANS R IS NOT EXPECTED TO REPAY / / ^B J703 702 B702(0+"0")=PLEASE ENTER RESPONSE J703 732 702(2.K2.K3) V B Q703UB 3 I2. HOW MANY OTHER LOANS / I: OTHER LOANS / / / ¨Cu ntos pr‚stamos de este tipo tiene usted? / / / # LOANS: ^B V (1/10,U11/999){Nnn} Q704S 668 LOAN STEP-THROUGH Q705U I4. WHAT LOAN FOR / I: OTHER LOANS /~IF 704(LEQ703) /OTHER LOAN: ^704 OF ^703 /~ELSE /OTHER LOAN: ^704 /~END / / /~IF 703(1) / ¨Para qu‚ fue este pr‚stamo? /~ELSE 703(N1)+704(1) / ¨Para qu‚ fue el pr‚stamo m s grande? /~ELSE / ¨Para qu‚ fue el siguiente pr‚stamo de estos? /~END J1629 1629 706 (M488(G0)+502(1)).(M488(G0)+512(1)) V M!a_! Q1629B 19 / I: OTHER LOANS / / / ¨Es este el pr‚stamo que usted me mencion¢ cuando hablamos sobre su / negocio? / / ^B J706 1629 B1629(0+"0")=PLEASE ENTER RESPONSE Q706UB 2 I5. MONTH LOAN TAKEN OUT / I: OTHER LOANS /~IF 704(LEQ703) /OTHER LOAN: ^704 OF ^703 /~ELSE /OTHER LOAN: ^704 /~END / / / ¨En qu‚ mes y a¤o se tom¢ este pr‚stamo? / / 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 J708 706 B707(1998)+706(GQ4)=DATE MUST PRECEDE TODAYS DATE! V (1975/1998,U1900/1974){NNNN} Q708UB 7 I6. HOW MUCH BORROWED / I: OTHER LOANS / 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 / / / ¨Cu nto se tom¢ prestado o financi¢, sin contar los cargos de /financiamiento? / / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J709 708 B708(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J709 708 B708(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",1/9999999) Q709 DK. A30 DKDOL98.VQ C1 ^708 C2 7 J710 708 B709("X")=PLEASE ENTER CORRECT AMOUNT Q710B I7. REGULAR OR INSTALLMENT / I: OTHER LOANS /~IF 704(LEQ703) /OTHER LOAN: ^704 OF ^703 /~ELSE /OTHER LOAN: ^704 /~END / / / ¨Es este un pr‚stamo a plazos normal en el que usted paga una cantidad / fija de d¢lares al mes durante un n£mero fijo de meses hasta que termina de / pagar todo el pr‚stamo o es de otro tipo? /^C1 / / ^B C0 C1 A plazos normal C2 De otro tipo J711 718 710(2) J711 710 B710(0+"0")=PLEASE ENTER RESPONSE Q711B 593 I8. AGREED TO YEARS OR PAYMENTS / I: OTHER LOANS /~IF 704(LEQ703) /OTHER LOAN: ^704 OF ^703 /~ELSE /OTHER LOAN: ^704 /~END / / / ¨Cu ntos a¤os o pagos mensuales se fijaron cuando recibi¢ / este pr‚stamo? /^C1 / / ^B J712 711 B711(0+"0")=PLEASE ENTER RESPONSE J712 713 711(N1) Q712UB 2 I8YRS. NUMBER OF YEARS OR PAYMENTS / I: OTHER LOANS /~IF 704(LEQ703) /OTHER LOAN: ^704 OF ^703 /~ELSE /OTHER LOAN: ^704 /~END / / / NUMBER OF YEARS: ^B J713 714 711(N2) V (1/120,U121/999){Nnn} Q713UB 3 I8PAY. / I: OTHER LOANS /~IF 704(LEQ703) /OTHER LOAN: ^704 OF ^703 /~ELSE /OTHER LOAN: ^704 /~END / / / NUMBER OF PAYMENTS: ^B J714 718 711(3) V (1/120,U121/999){Nnn} Q714UB 5 I9. HOW MUCH MONTHLY PAYMENTS / I: OTHER LOANS / 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 / / / ¨De cu nto son los pagos? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO REGULAR PAYMENTS, PRESS [F6] KEY. / / ^B J715 714 B714(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J715 718 714(0+"0").714("NT") J715 714 B714(","."-"."+")=INVALID RESPONSE! V !.A$__,___.!("range,NT",0/99999) Q715 DK. A30 DKDOL98.VQ C1 ^714 C2 8 J716 714 B715("X")=PLEASE ENTER CORRECT AMOUNT J716 718 715(0) Q716B 102 I9F. / I: OTHER LOANS /~IF 704(LEQ703) /OTHER LOAN: ^704 OF ^703 /~ELSE /OTHER LOAN: ^704 /~END / / / / ¨Y cada cu nto se hacen? / / ^B J717 716 B716(0+"0")=PLEASE ENTER RESPONSE J717 718 716(N7) Q717U I9FV. / I: OTHER LOANS /~IF 704(LEQ703) /OTHER LOAN: ^704 OF ^703 /~ELSE /OTHER LOAN: ^704 /~END / / / PLEASE SPECIFY J718 722 716(G0).714(K2) V M!a_! Q718UB 5 I10. HOW MUCH TYPICAL PAYMENTS / I: OTHER LOANS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 704(LEQ703) /OTHER LOAN: ^704 OF ^703 /~ELSE /OTHER LOAN: ^704 /~END / / / ¨De cu nto es el pago t¡pico? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO TYPICAL PAYMENTS, PRESS [F6] KEY. / / ^B J719 718 B718(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J719 722 718(0+"0").718("NT") J719 718 B718(","."-"."+")=INVALID RESPONSE! V !.A$__,___.!("range,NT",0/99999) Q719 DK. A30 DKDOL98.VQ C1 ^718 C2 8 J720 718 B719("X")=PLEASE ENTER CORRECT AMOUNT J720 722 719(0) Q720B 102 I10F. / I: OTHER LOANS /~IF 704(LEQ703) /OTHER LOAN: ^704 OF ^703 /~ELSE /OTHER LOAN: ^704 /~END / / / / ¨Y cada cu nto se hace? / / ^B J721 720 B720(0+"0")=PLEASE ENTER RESPONSE J721 722 720(N7) Q721U I10FV. / I: OTHER LOANS /~IF 704(LEQ703) /OTHER LOAN: ^704 OF ^703 /~ELSE /OTHER LOAN: ^704 /~END / / / PLEASE SPECIFY J722 723 718(A) V M!a_! Q722B I10_1. ON, AHEAD, BEHIND SCHEDULE / I: OTHER LOANS /~IF 704(LEQ703) /OTHER LOAN: ^704 OF ^703 /~ELSE /OTHER LOAN: ^704 /~END / / / ¨Se est  pagando el pr‚stamo antes de los plazos establecidos, despu‚s de / los plazos o m s o menos conforme a los plazos? /^C1 / / ^B C0 C1 Conforme a los plazos C2 Antes de los plazos C3 Despu‚s de los plazos J723 722 B722(0+"0")=PLEASE ENTER RESPONSE J723 727 722(1) Q723UB 2 I11. MONTH EXPECT TO REPAY / I: OTHER LOANS /~IF 704(LEQ703) /OTHER LOAN: ^704 OF ^703 /~ELSE /OTHER LOAN: ^704 /~END / / ¨En qu‚ mes y a¤o piensa terminar de pagar este pr‚stamo? / / 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 J725 723 B724(1998)+723(LQ4)+723(G0)=DATE CANNOT BE IN THE PAST! J725 727 722(1) V (1998/2005,U2006/2020){NNNN} Q725UB 7 I12. HOW MUCH STILL OWED / I: OTHER LOANS / 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 / / / ¨Cu nto se debe todav¡a por este pr‚stamo? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J726 725 B725(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J726 725 B725(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",1/9999999) Q726 DK. A30 DKDOL98.VQ C1 ^725 C2 7 J727 725 B726("X")=PLEASE ENTER CORRECT AMOUNT Q727UB 5 I13. CURRENT APR / I: OTHER LOANS /~IF 704(LEQ703) /OTHER LOAN: ^704 OF ^703 /~ELSE /OTHER LOAN: ^704 /~END / / / ¨Qu‚ tasa de inter‚s anual se est  cobrando actualmente sobre este pr‚stamo? / / ^B V !.U__.__%!(0/100){Nn\.nn} Q728B I14. LOAN INSTITUTION ON CARD / I: OTHER LOANS /~IF 704(LEQ703) /OTHER LOAN: ^704 OF ^703 /~ELSE /OTHER LOAN: ^704 /~END / / Por favor mire a la Tarjeta de Instituciones. ¨Este pr‚stamo es de alguna de / las instituciones en la Tarjeta de Instituciones o es de otra instituci¢n? / / IF INSTITUTIONS CARD: ¨De cu l instituci¢n? /~IF M45("<") / IF "SOMEPLACE ELSE": ¨Qu‚ instituci¢n es ‚sta? /~ELSE / IF "SOMEPLACE ELSE": ¨Qu‚ tipo de instituci¢n es ‚sta? /~END / / MENTIONED AT THIS POINT. /^Y1^C2 / ^B C0 C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= C11 COMMERCIAL BANK C12 S&L/SAVINGS BANK C13 CREDIT UNION C14 FINANCE/LOAN CO C16 BROKERAGE C22 OTHER G 0 G '<1/6(=M43('<1/6()+45(N"<")= G '<1/6(=0A('<0/5()=43AM45(N"<")= G 11/14,16=0A(6)=43AM45(N"<")= G 22 G E1/6,11/14,16,22 J729 728 B728(0+"0")=PLEASE ENTER RESPONSE J729 729 730 M43(Q728)+45("<") Q729B / I: OTHER LOANS /~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 729 BM43(Q728)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J730 731 728(N22) Q730U I14V. / I: OTHER LOANS /~IF 704(LEQ703) /OTHER LOAN: ^704 OF ^703 /~ELSE /OTHER LOAN: ^704 /~END / / / PLEASE SPECIFY J731 840 704(6)+703(6)=:2: J731 840 704(6)+703(G6)=:1: V M!a_! Q731B 19 I15. ANOTHER LOAN / I: OTHER LOANS /~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 / ¨Tiene alg£n otro pr‚stamo como los que que se nombran en la tarjeta? /~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 J840 732 731(K2.K3) J840 840 732 731(1).704(LQ703).(703(6)+704(6)) Q840UB 8 I16. AMOUNT OF REMAINING LOANS / I: OTHER LOANS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨De cu nto es la cantidad total que se debe de los dem s pr‚stamos? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J889 840 B840(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J889 732 840(0+"0") J889 840 B840(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",1/99999999) Q889 DK. A30 DKDOL98.VQ C1 ^840 C2 7 J1535 840 B889("X")=PLEASE ENTER CORRECT AMOUNT Q1535UB 8 I16_1. AMOUNT OF REMAINING LOANS / I: OTHER LOANS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨De cu nto es la cantidad total de todos los pagos que est  haciendo sobre / los dem s pr‚stamos? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO TYPICAL PAYMENTS, PRESS [F6] KEY. / / / ^B J1595 1535 B1535(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1595 732 1535(0+"0").1535("NT") J1595 1535 B1535(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range,NT",0/99999999) Q1595 DK. A30 DKDOL98.VQ C1 ^1535 C2 7 J1596 1435 B1595("X")=PLEASE ENTER CORRECT AMOUNT J1596 732 1595(0) Q1596B 102 I16_1F.FREQUENCY / I: OTHER LOANS / / / ¨Cada cu nto se paga esa cantidad? / / ^B J966 732 1596(N7) Q966U I16_1FV.SPECIFY / I: OTHER LOANS / / PLEASE SPECIFY. J732 732 1472 (M82(G0)).91(1).218(1/2).274(1).301(1).327(1).392(1).3 /98(1).(M416(1)).455(1).471(1).(M502(1)).(M512(1)).587(1).616(1).(M630(1)).659(1 /).666(1).702(1) V M!a_! Q732B I19. ALL PAYMENTS ON SCHEDULE... / I: OTHER LOANS / / / Si ahora piensa en todos los diversos pagos que hizo usted por pr‚stamos / o hipotecas durante el a¤o pasado, ¨todos los pagos se hicieron como se / hab¡an programado o hubo pagos de algunos de los pr‚stamos que a veces se / hicieron con retraso o no se hicieron? /^C1 / / ^B C0 C1 Todos se hicieron como programados O ANTES DE LO PROGR /AMADO C2 A veces los pagos se atrasaron o no se hicieron J733 1472 732(1) J733 732 B732(0+"0")=PLEASE ENTER RESPONSE Q733B 19 I19_1. BEHIND BY TWO MONTHS / I: OTHER LOANS / / / ¨Alguna vez se atras¢ usted en sus pagos dos meses o m s? /^C1 / / ^B J1472 733 B733(0+"0")=PLEASE ENTER RESPONSE Q1472B / I: OTHER LOANS / /~IF M7(2/3)+25(1) / ¨Alguna vez usted (y su esposo/y su esposa/y su pareja) se declararon en /quiebra/bancarrota? /~ELSE / ¨Alguna vez usted se declar¢ en bancarrota? /~END / / ^B C0 C1 YES C2 NO J1473 1472 B1472(0+"0")=PLEASE ENTER RESPONSE J1473 1600 1472(N1) Q1473B / I: OTHER LOANS / / ¨Cu ndo fue eso? / / IF MORE THAN ONCE, ASK: ¨Cu ndo fue la vez m s reciente? / / ^B C0 C1 ENTER "NUMBER OF YEARS AGO" C2 ENTER YEAR J1600 1473 B1473(0+"0")=PLEASE ENTER RESPONSE J1600 1601 1473(N1) Q1600UB 2 / I: OTHER LOANS / / ^B YEARS AGO J1601 734 1473(N2) V (0/99){Nn} Q1601UB 4 / I: OTHER LOANS / / YEAR: ^B V (1900/1998) Q734U J1. REASONS FOR SAVING /QxQ J: ATTITUDES ABOUT SAVING/INVESTING / /~IF 0A(LE1)=6AM25(N2)= / Ahora quisiera hacerle algunas preguntas sobre lo que usted piensa acerca / de ahorros y planificaci¢n para el futuro. / / La gente tiene muchas razones diferentes para ahorrar, aunque quiz  ellos / no ahorren siempre. ¨Cu les son para usted las razones m s importantes para /ahorrar? /~ELSE / Ahora quisiera hacerle algunas preguntas sobre lo que su familia piensa / acerca de ahorros y planificaci¢n para el futuro. / / La gente tiene muchas diferentes razones para ahorrar, aunque quiz  ellos / no ahorren siempre. ¨Cu les son para su familia las razones m s importantes /para ahorrar? /~END / / (¨Qu‚ m s?) V M!a_! Q735B 19 J2. FORESEEABLE EXPENSES / J: ATTITUDES ABOUT SAVING/INVESTING / /~IF 0A(LE1)=6AM25(N2)= / En los pr¢ximos cinco o diez a¤os, ¨hay algunos gastos grandes, previsibles / que usted tiene que pagarlos, tales como gastos en educaci¢n, compra de una / nueva casa, gastos m‚dicos, ayuda a otros miembros de la familia, o alg£n / otro? /~ELSE / En los pr¢ximos cinco o diez a¤os, ¨hay algunos gastos grandes, previsibles / que usted y su familia tienen que pagarlos, tales como gastos en educaci¢n, / compra de una nueva casa, gastos m‚dicos, ayuda a otros miembros de la /familia, o alg£n otro? /~END /^C1 / / ^B J736 739 735(2.K2.K3) J736 735 B735(0+"0")=PLEASE ENTER RESPONSE V B Q736MC J2_1. WHAT KINDS OF OBLIGATIONS / J: ATTITUDES ABOUT SAVING/INVESTING / / / (SHOW CARD 9) / / ¨Qu‚ tipo de obligaciones son ‚stas? / C1 EDUCATION FOR YOUR CHILDREN C2 EDUCATION FOR OTHERS C3 PURCHASE OF NEW HOME C4 HEALTH CARE FOR SELF/SPOUSE/PARTNER C5 HEALTH CARE FOR OTHERS C6 OTHER MAJOR FINANCIAL OBLIGATIONS C10 G 1/6 J737 737 738 736(6) Q737U J2_1V. COMMENT FOR OTHER / J: ATTITUDES ABOUT SAVING/INVESTING / / / PLEASE SPECIFY. V M!a_! Q738B 19 J2_2. SAVING NOW / J: ATTITUDES ABOUT SAVING/INVESTING / /~IF 0(G1)=736U(1/6)= / ¨Est  ahorrando ahora para estos gastos? /~ELSE / ¨Est  ahorrando ahora para este gasto? /~END /^C1 / / ^B J739 738 B738(0+"0")=PLEASE ENTER RESPONSE Q739B J3. PLANNING PERIOD / J: ATTITUDES ABOUT SAVING/INVESTING / / (SHOW CARD 10) / /~IF 0A(LE1)=6AM25(N2)= / Cuando usted planea sus gastos y ahorros, ¨cu l de los per¡odos de tiempo / que se enumeran en esta p gina es el m s importante para usted? /~ELSE /~IF M7(2/3)+25(1) / Cuando usted planea los gastos y ahorros de su familia, ¨cu l de los /per¡odos de tiempo que se enumeran en esta p gina es el m s importante para /usted (y su esposo/y su esposa/y su pareja)? /~ELSE / Cuando usted planea los gastos y ahorros de su familia, ¨cu l de los /per¡odos de tiempo que se enumeran en esta p gina es el m s importante / para usted? /~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 J: ATTITUDES ABOUT SAVING/INVESTING / (SHOW CARD 11) / /~IF M7(2/3)+25(1) / ¨Cu l de las afirmaciones de esta p gina se acerca m s al grado de riesgo / financiero que usted (y su esposo/ y su esposa/ y su pareja) est n /dispuestos a tomar cuando ahorran o hacen inversiones? /~ELSE / ¨Cu l de las afirmaciones de esta p gina se acerca m s al grado de riesgo / financiero que usted est  dispuesto a tomar cuando ahorra o hace /inversiones? /~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 J: ATTITUDES ABOUT SAVING/INVESTING / (SHOW CARD 12) / /~IF M7(2/3)+25(1) / ¨Cu l de las siguientes afirmaciones de esta p gina describe mejor sus / h bitos de ahorro (y los de su esposo/y los de su esposa/y los de su /pareja)? /~ELSE / ¨Cu l de las siguientes afirmaciones de esta p gina describe mejor sus / h bitos de ahorro? /~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 / J: ATTITUDES ABOUT SAVING/INVESTING / / / (SHOW CARD 13) / / Mire esta tarjeta, ¨c¢mo calificar¡a usted los ingresos por jubilaci¢n que / (recibe o piensa recibir) del seguro social o de pensiones de trabajo? /^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 / J: ATTITUDES ABOUT SAVING/INVESTING / /~IF 0A(LE1)=6AM25(N2)= / En el transcurso del a¤o pasado, ¨dir¡a usted que sus gastos excedieron / sus ingresos, que fueron casi iguales a sus ingresos o que gast¢ menos / que sus ingresos? /~ELSE / En el transcurso del a¤o pasado, ¨dir¡a usted que los gastos de su familia / excedieron los ingresos de su familia, que fueron casi iguales a sus / ingresos o que gast¢ menos que sus ingresos? /~END / (No cuente como gastos las inversiones que haya hecho.) /^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 / J: ATTITUDES ABOUT SAVING/INVESTING / / / ¨Alguna parte de estos gastos se us¢ para comprar una casa o un autom¢vil o / para hacer alguna inversi¢n? /^C1 / / ^B J745 746 744(2) J745 744 B744(0+"0")=PLEASE ENTER RESPONSE Q745B J9_2. INCLUDING ONLY HOUSE / J: ATTITUDES ABOUT SAVING/INVESTING / /~IF 0A(LE1)=6AM25(N2)= / Si solamente toma en cuenta los pagos mensuales de su casa o auto y deja / de lado cualquier gasto en inversiones que haya hecho durante el a¤o / pasado, ¨dir¡a usted que sus gastos excedieron sus ingresos, que fueron / casi iguales a sus ingresos o que gast¢ menos que sus ingresos? /~ELSE / Si solamente toma en cuenta los pagos mensuales de su casa o auto y deja / de lado cualquier gasto en inversiones que haya hecho durante el a¤o / pasado, ¨dir¡a usted que los gastos de su familia excedieron sus ingresos, / que fueron casi iguales a sus ingresos o que gastaron menos que sus /ingresos? /~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 / J: ATTITUDES ABOUT SAVING/INVESTING / / / Para cubrir la diferencia, ¨pidi¢ usted prestado m s dinero, gast¢ parte de / sus ahorros o inversiones o hizo otra cosa? /^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 / J: ATTITUDES ABOUT SAVING/INVESTING / / / PLEASE SPECIFY. J748 749 746(A) V M!a_! Q748B 19 J9_4. INCLUDE HOME, AUTO / J: ATTITUDES ABOUT SAVING/INVESTING / / / ¨Alguna parte de esos gastos se usaron para comprar una casa o un autom¢vil / o para hacer alguna inversi¢n? /^C1 / / ^B J749 748 B748(0+"0")=PLEASE ENTER RESPONSE Q749UB 8 J10. THINK YOU NEED /QxQ J: ATTITUDES ABOUT SAVING/INVESTING / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / ¨M s o menos cu nto dinero ahorrado cree usted que necesita tener para / casos de emergencia y otras cosas imprevistas que puedan suceder? /~ELSE / ¨M s o menos cu nto dinero ahorrado cree que usted y su familia necesitan / tener para casos de emergencia y otras cosas imprevistas que puedan suceder? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J750 749 B749(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J750 1608 749(0+"0") J750 749 B749(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",0/99999999) Q750 DK. A30 DKDOL98.VQ C1 ^749 C2 6 J1608 749 B750("X")=PLEASE ENTER CORRECT AMOUNT Q1608B / J: ATTITUDES ABOUT SAVING/INVESTING / (SHOW CARD 14) Por favor mire las siguientes afirmaciones, y d¡game si est  /totalmente de acuerdo, algo de acuerdo, ni de acuerdo ni en desacuerdo, algo en /desacuerdo o totalmente en desacuerdo: / / /~IF M7(2/3)+25(1) / Si me comparo con otras personas de mi misma generaci¢n y antecedentes, mi / (esposo/esposa/pareja) y yo hemos tenido suerte con nuestros asuntos /financieros. /~ELSE / Si me comparo con otras personas de mi misma generaci¢n y antecedentes, yo / he tenido suerte con mis asuntos financieros. /~END / / ^B C0 C1 AGREE STRONGLY C2 AGREE SOMEWHAT C3 NEITHER AGREE NOR DISAGREE C4 DISAGREE SOMEWHAT C5 DISAGREE STRONGLY J1609 1608 B1608(0+"0")=PLEASE ENTER RESPONSE Q1609B 1608 / J: ATTITUDES ABOUT SAVING/INVESTING / (SHOW CARD 14) / /~IF M7(2/3)+25(1) / Es m s probable que mi (esposo/esposa/pareja) y yo gastemos dinero, cuando / aumenta el valor de las cosas que tenemos. /~ELSE / Es m s probable que yo gaste dinero, cuando aumenta el valor de las cosas /que tengo. /~END / / ^B J751 1609 B1609(0+"0")=PLEASE ENTER RESPONSE Q751B 19 N1.HAVE CHECKING ACCOUNTS? /QxQ N: FINANCIAL ASSETS / / Ahora quisiera hacerle algunas preguntas sobre los distintos tipos de /bienes financieros /~IF 0A(LE1)=6AM25(N2)= / que quiz  tenga. Para empezar, ¨tiene alguna cuenta de cheques an /cualquier tipo de instituci¢n? /~ELSE / que quiz  tenga. Para empezar, ¨tiene usted o alguien en su familia que /vive aqu¡ alguna cuenta de cheques an cualquier tipo de instituci¢n? /~END / / IF YES: Por favor no cuente ninguna cuenta "money market" (cuenta del /mercado monetario) , a no ser que las use de manera regular como una cuenta de /cheques. / / / ^B J752 751 B751(0+"0")=PLEASE ENTER RESPONSE J752 756 751(1) V B Q752B 19 N2.EVER HAD CHECKING ACCOUNT? /QxQ N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / ¨Alguna vez ha tenido usted una cuenta de cheques? /~ELSE / ¨Alguna vez usted o alguien en su familia que vive aqu¡ ha tenido una / cuenta de cheques? /~END / / ^B J753 752 B752(0+"0")=PLEASE ENTER RESPONSE J753 774 751(K2.K3) Q753B N2_1.REASON DON'T HAVE CHECKING ACCOUNT / N: FINANCIAL ASSETS / / (SHOW CARD 15) Por favor mire esta lista y d¡game cu l es la /~IF 0A(LE1)=6AM25(N2)= / raz¢n m s importante de que usted no tenga cuenta de cheques. /~ELSE / raz¢n m s importante de que su familia no tenga cuenta de cheques. /~END / / ^B C0 C1 DON'T WRITE ENOUGH CHECKS TO MAKE IT WORTHWHILE C2 MINIMUM BALANCE IS TOO HIGH C3 DO NOT LIKE DEALING WITH BANKS C4 SERVICE CHARGES ARE TOO HIGH C5 NO BANK HAS CONVENIENT HOURS OR LOCATION C6 SOME OTHER REASON J754 753 B753(0+"0")=PLEASE ENTER RESPONSE J754 756 753(N6) Q754U N2_1V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY J756 774 753(A) V M!a_! Q756UB 2 N3.NUMBER OF CHECKING ACCOUNTS /QxQ N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / ¨Cu ntas cuentas de cheques tiene usted? /~ELSE / ¨Cu ntas cuentas de cheques tiene usted y su familia que vive aqu¡? /~END / CHECKING ACCOUNTS) / / DO NOT INCLUDE BUSINESS 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 N: FINANCIAL ASSETS / /~IF 757(1)+756(1) / Por favor mire la Tarjeta de Instituciones. Piense en su cuenta de cheques, / ¨tiene esta cuenta con alguna de las instituciones que est n en la Tarjeta de / Instituciones o en alg£n otro lugar? /~ELSE 757(1)+756(N1) / Por favor mire la Tarjeta de Instituciones. Piense en su principal cuenta de / cheques, la que usa para hacer la mayor parte de sus cheques, ¨tiene esta / cuenta con alguna de las instituciones que est n en la Tarjeta de /Instituciones o en alg£n otro lugar? /~ELSE / Por favor mire la Tarjeta de Instituciones. Piense en la cuenta de cheques /siguiente, ¨tiene esta cuenta con alguna de las instituiones que est n en la / Tarjeta de Instituciones o en alg£n otro lugar? /~END / / IF INSTITUTIONS CARD: ¨En cual instituci¢n? /~IF M45("<") / IF "SOMEPLACE ELSE": ¨Qu‚ instituci¢n es? /~ELSE / IF "SOMEPLACE ELSE": ¨Qu‚ tipo de instituci¢n es ‚sta? /~END / / MENTIONED AT THIS POINT. /^Y1^C2 / ^B C0 C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= C11 COMMERCIAL BANK C12 S&L/SAV BANK C13 CREDIT UNION C16 BROKERAGE C22 OTHER G 0 G '<1/6(=M43('<1/6()+45(N"<")= G '<1/6(=0A('<0/5()=43AM45(N"<")= G 11/16=0A(6)=43AM45(N"<")= G 22 G E1/6,11/16,22 J759 758 B758(0+"0")=PLEASE ENTER RESPONSE J759 759 760 M43(Q758)+45("<") Q759B / N: FINANCIAL ASSETS / / INSTITUTIONS ALREADY LISTED: / '^45M45(N"<")’31( / / ENTER NAME OF NEW INSTITUTION: / '^E45M43(Q758)+45("<")’55( / / / / / ^B C1 PRESS ENTER TO CONTINUE J760 759 BM43(Q758)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J760 761 758(N22) Q760U N4V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! Q761UB 8 N5.AMOUNT IN CHECKING ACCOUNT / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /CHECKING ACCOUNT: ^757 OF ^756 / / / ¨Cu nto dinero hay en esta cuenta? (¨Cu l fue el promedio durante el mes / pasado?) IF R GIVES A RANGE, PRESS [F9] KEY. / / ^B J762 761 B761(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J762 763 761(0+"0") J762 761 B761(NL0)+761(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",-9999999/99999999) Q762 DK. A30 DKDOL98.VQ C1 ^761 C2 7 J763 761 B762("X")=PLEASE ENTER CORRECT AMOUNT Q763B 19 N6. MONEY-MARKET TYPE ACCOUNT? /QxQ N: FINANCIAL ASSETS /CHECKING ACCOUNT: ^757 OF ^756 / / / ¨Esta cuenta es del tipo de "money market"? / / ^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 N: FINANCIAL ASSETS /CHECKING ACCOUNT: ^757 OF ^756 / / /~IF M7(2)+8(1)+25(N2) / ¨Esta es una cuenta de cheques conjunta, o la cuenta est  a su nombre, a / nombre de su esposo, o c¢mo est ? /~ELSE M7(2)+8(2)+25(N2) / ¨Esta es una cuenta de cheques conjunta, o la cuenta est  a su nombre, a / nombre de su esposa, o c¢mo est ? /~ELSE M7(3)+25(N2) / ¨Esta es una cuenta de cheques conjunta, o la cuenta est  a su nombre, a / nombre de su pareja, o c¢mo est ? /~ELSE 0A(LE1)=6AM25(N2)= / ¨Esta es una cuenta de cheques que est  a su nombre, o c¢mo est ? /~ELSE / ¨Esta es una cuenta de cheques conjunta o es una cuenta que est  a su nombre? /~END / / ^B C0 C1 Cuenta conjunta C2 Cuenta de R C3 Cuenta del esposo(a)/pareja C4 Cuenta de otro miembro de la familia C5 Otra 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. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. J766 767 757(6)+756(G6)=:1: V M!a_! Q766B 19 N7.ANOTHER CHECKING ACCOUNT? /CHECKING ACCOUNT: ^757 OF ^756 N: FINANCIAL ASSETS / /~IF 757(LQ756) / INTERVIEWER: CAN R PROVIDE INFORMATION ABOUT ANOTHER ACCOUNT? /~ELSE / ¨Tiene usted alguna otra cuenta de cheques? /~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 / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /CHECKING / / /~IF 0A(LE1)=6AM25(N2)= / ¨Cu nto dinero hay en las dem s cuentas de cheques de usted? (¨Cu l fue el /promedio el mes pasado?) /~ELSE / ¨Cu nto dinero hay en todas las dem s cuentas de cheques de su familia? / (¨Cu l fue el promedio el mes pasado?) /~END / IF R GIVES A RANGE, PRESS [F9] KEY. / / ^B J768 767 B767(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J768 769 767(0+"0") J768 767 B767(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",0/999999999) Q768 DK. A30 DKDOL98.VQ C1 ^767 C2 6 J769 767 B768("X")=PLEASE ENTER CORRECT AMOUNT Q769B CHECKING / N: FINANCIAL ASSETS / / NO. INSTITUTION AMOUNT MONEY MKT JOINT / '^757M757(1)’4( '^758’17( '^761’10( '^763’12( '^764’14( / '^757M757(2)’4( '^758’17( '^761’10( '^763’12( '^764’14( / '^757M757(3)’4( '^758’17( '^761’10( '^763’12( '^764’14( / '^757M757(4)’4( '^758’17( '^761’10( '^763’12( '^764’14( / '^757M757(5)’4( '^758’17( '^761’10( '^763’12( '^764’14( / '^757M757(6)’4( '^758’17( '^761’10( '^763’12( '^764’14( / /~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) J770 766 B769(2)=CHANGE ANSWER TO YES TO ADD MORE V B Q770B N9.REASON CHOSE INSTITUTION / N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / (SHOW CARD 16) ¨Cu l de las razones que est n en esta tajeta fue la raz¢n / m s importante por la que usted escogi¢ la instituci¢n en que tiene su / cuenta de cheques principal? (¨Fue por la ubicaci¢n de sus oficinas, porque / ten¡an los cargos por servicio o los saldos m¡nimos m s bajos, porque pod¡a / usted obtener muchos servicios en un solo lugar, porque le ofrec¡an / seguridad y falta de riesgo o por alguna otra raz¢n?) /~ELSE / (SHOW CARD 16)¨Cu l de las razones que est n en esta tajeta fue la raz¢n / m s importante por la que su familia que vive aqu¡ escogi¢ la instituci¢n en /que tiene su cuenta de cheques principal? (¨Fue por la ubicaci¢n de sus /oficinas, porque ten¡an los cargos de servicio o los saldos m¡nimos m s bajos, /porque pod¡a usted obtener muchos servicios en un solo lugar, porque le /ofrec¡an seguridad y falta de riesgo o por alguna otra raz¢n?) /~END / / ^B C0 C1 LOCATION OF THEIR OFFICES C2 HAD THE LOWEST FEES/MINIMUM BALANCE REQUIREMENT C3 ABLE TO OBTAIN MANY SERVICES AT ONE PLACE C4 OFFERED SAFETY AND ABSENCE OF RISK C5 SOME OTHER REASON J771 770 B770(0+"0")=PLEASE ENTER RESPONSE J771 772 770(N5) Q771U N9V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! Q772UB 2 N9_1.# OF YEARS W/INSTITUTION /QxQ N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / ¨Desde hace cu ntos a¤os usted ha tratado sus asuntos en esta instituci¢n? /~ELSE / ¨Desde hace cu ntos a¤os alguien de su familia que vive aqu¡ ha tratado sus /asuntos en esta instituci¢n? /~END / / IF INSTITUTION MERGED WITH ANOTHER, WE WANT THE LONGEST TIME R / HAS DONE BUSINESS WITH ANY PART OF THE INSTITUTION. / / / ENTER YEARS:^B J774 772 B772(GQ17)+17(G0)=ANSWER CAN'T BE MORE THAN AGE OF OLDE /ST HH MEMBER (^17) V (0/99){Nn} Q774B N10.HAVE IRA/KEOGH? /QxQ N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / ¨Tiene usted alguna cuenta de jubilaci¢n individual, es decir una cuenta IRA / o Keogh? /~ELSE / ¨Tiene usted o alguien en su familia que vive aqu¡ alguna cuenta de /jubilaci¢n individual, es decir una cuenta IRA o Keogh? /~END / / INTERVIEWER: INCLUDE ROTH IRAs HERE. / / ^B C0 C1 YES C2 NO J775 774 B774(0+"0")=PLEASE ENTER RESPONSE J775 790 774(N1) Q775S C1 De R C2 Del esposo(a)/pareja C3 De otro miembro de la familia G 1=774(1) G 2=M7(2/3)+25(N2) G 3=M7(4/39)+25(N2) J776 777 6(1)=:1: J776 777 775(1)+6(2)+M7(2)+25(2.K2.K3)=:1: J776 777 775(1)+N(M7(2/39)+25(N2))=:1: J776 777 775(2)+776(2)+7(2/3)=:1: J776 777 775(3)+776(2)+M775(1)+776(2)=:1: Q776B 774 N10_1.IRA/KEOGH ACCOUNTS YOURS? / N: FINANCIAL ASSETS / /~IF 775(1) / ¨Alguna de las cuentas IRA o Keogh son suyas? /~ELSE 775(2) /~IF M7(2)+25(N2) / ¨Tiene su esposo(a) alguna cuenta IRA o Keogh? /~ELSE / ¨Tiene su pareja alguna cuenta IRA o Keogh? /~END / /~ELSE 775(3) / ¨Alg£n otro miembro de su familia tiene alguna cuenta IRA o Keogh? /~END / / ^B J777 776 B776(0+"0")=PLEASE ENTER RESPONSE J777 775 776(A+N1) Q777UB 2 N11.NUMBER OF IRA/KEOGH ACCOUNTS /QxQ N: FINANCIAL ASSETS / / Incluyendo cualquier dinero restante de pensiones de trabajo anteriores, /¨cu ntas cuentas IRA y /~IF 775(1) / cuentas Keogh tiene usted a su nombre? /~ELSE 775(2) /~IF M7(2)+25(N2) / cuentas Keogh tiene su esposo(a) a su nombre? /~ELSE / cuentas Keogh tiene su pareja a su nombre? /~END / /~ELSE 775(3) / cuentas Keogh tienen los otros miembros de su familia? /~END / / ^B # ACCTS J778 775 777(0+"0") J778 779 V !U__!(1/99) Q778X C1 son estas C2 es ‚sta una C3 cuentas C4 cuenta C5 ¨Son C6 ¨Es C7 todas(os) sus C8 este(a) G 1,3,5,7=777(N1) G 2,4,6,8=777(1) Q779B N12.IRA OR KEOGH? /QxQ N: FINANCIAL ASSETS /^775 IRA/KEOGH / /~IF 775(1) / En cuanto a su(s) (cuentas/cuenta), ¨(son ‚stas/es ‚sta una) /(cuentas/cuentas) IRA o Keogh? /~ELSE 775(2) /~IF M7(2)+25(N2) / En cuanto a la(s) (cuentas/cuenta) de su esposo(a), ¨(son ‚stas/es ‚sta una) /(cuentas/cuenta) IRA o Keogh? /~ELSE / En cuanto a la(s) (cuentas/cuenta) de su pareja, ¨(son ‚stas/es ‚sta una) /(cuentas/cuenta) IRA o Keogh? /~END / /~ELSE / En cuanto a su(s) (cuentas/cuenta) ^775, ¨(son ‚stas/es ‚sta una) /(cuentas/cuenta) IRA o Keogh? /~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 / N: FINANCIAL ASSETS /^775 IRA/KEOGH / / Por favor mire la Tarjeta de Instituciones. ¨(Estas cuentas est n/Esta cuenta /est ) en alguna de las instituciones en la Tarjeta de Istituciones, o /en alguna otra instituci¢n? / / IF INSTITUTIONS CARD: ¨En cu l instituci¢n? /~IF M45("<") / IF "SOMEPLACE ELSE": ¨Qu‚ instituci¢n es? /~ELSE / IF "SOMEPLACE ELSE": ¨Qu‚ tipo de instituci¢n es ‚sta? /~END /^C2 / MENTIONED AT THIS POINT. C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= C11 COMMERCIAL BANK C12 S&L/SAV BANK C13 CREDIT UNION C16 BROKERAGE C22 OTHER G 0,1/6 G 11/16=0A(6)=43AM45(N"<")= G 22 G E1/6,11/16,22 J1630 780 B0(GQ777)+777(G0)=780U(1/16)==NUMBER OF ACCOUNTS IS ^77 /7, CAN'T HAVE MORE THAN ^777 INSTITUTIONS Q1630S 43 G '<1/6(=M43('<1/6()+45(N"<") G '<1/6(=780('<1/6()+M43('<1/6()+45("<") Q1631U A14 1631+1X J781 781 782 M43(Q780)+45("<") Q781B / N: FINANCIAL ASSETS / / INSTITUTIONS ALREADY LISTED: / '^45M45(N"<")’31( / / ENTER NAME OF NEW INSTITUTION: / '^E45M43(LEQ1631)+45("<")’55( / / / / / ^B C1 PRESS ENTER TO CONTINUE J782 781 BM43(Q780)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J782 783 780(N22) Q782U N13V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! Q783UB 8 N14.TOTAL AMOUNT IN ACCOUNTS / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /^775 IRA KEOGH / / /~IF 775(1) / ¨Cu nto dinero en total hay en su(s) (cuentas/cuenta)? / IF R GIVES A RANGE, PRESS [F9] KEY. /~ELSE 775(2) /~IF M7(2)+25(N2) / ¨Cu nto dinero en total hay en la(s) (cuentas/cuenta) de su /esposo(a)? / IF R GIVES A RANGE, PRESS [F9] KEY. /~ELSE / ¨Cu nto dinero en total hay en la(s) (cuentas/cuenta) de su pareja? / IF R GIVES A RANGE, PRESS [F9] KEY. /~END / /~ELSE / ¨Cu nto dinero en total hay en su(s) (cuentas/cuenta) ^775? / IF R GIVES A RANGE, PRESS [F9] KEY. / /~END / / ^B J784 783 B783(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J784 775 783(0+"0") J784 783 B783(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",1/99999999) Q784 DK. A30 DKDOL98.VQ C1 ^783 C2 6 J775 783 B784("X")=PLEASE ENTER CORRECT AMOUNT R775 784 R1630 1631 Q785B IRA/KEOGH / N: FINANCIAL ASSETS / (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 J786 787 V B Q786X C1 esta C2 todas sus C3 cuenta C4 cuentas C5 su(s) G 1,3=0(1)=777M777(G0)= G 2,4,5=0(N1)=777M777(G0)= Q787B N15.HOW IS IRA/KEOGH INVESTED? /QxQ N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / ¨C¢mo se ha(n) invertido (esta/todas sus) (cuenta/cuentas) IRA y Keogh? / ¨La mayor parte est  en certificados de dep¢sitos (CD) o en cuentas de otro /banco, o la mayor parte est  en acciones de bolsa, o la mayor parte en bonos / u otros activos semejantes, o de otro modo? /~ELSE / ¨C¢mo se ha(n) invertido (esta/las) (cuenta/cuentas) IRA y Keogh de su /familia? / ¨La mayor parte est  en certificados de dep¢sitos (CD) o en cuentas de otro /banco, o la mayor parte est  en acciones de bolsa, o la mayor parte en bonos / u otros activos semejantes, o de otro modo? /~END / / ^B C0 C1 Certificados de dep¢sitcos (CD)/Cuentas de bancos C2 Acciones de bolsa C3 Bonos/Activos semejantes C4 Dividido/Otro J788 787 B787(0+"0")=PLEASE ENTER RESPONSE J788 790 787(N4) Q788U N15V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! Q790B 19 N16.HAVE MONEY-MARKET ACCOUNTS? /QxQ N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / ¨Tiene usted dinero en cuentas "money market", que no he anotado todav¡a? /~ELSE / ¨Tiene usted o alguien en su familia dinero en cuentas "money market" que no /he anotado todav¡a? /~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 N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / En total, ¨cu ntas cuentas "money market" tiene usted? /~ELSE / En total, ¨cu ntas cuentas "money market" tiene usted y su familia que vive /aqu¡? /~END / / ^B # OF MONEY MARKET ACCOUNTS V (1/99){Nn} Q792S C1 1 C2 2 C3 3 Q793B 19 N17.CHECK WRITING PRIVILEGES? /QxQ N: FINANCIAL ASSETS /~IF 792(LEQ791) /MONEY MARKET ACCOUNT: ^792 OF ^791 /~ELSE /MONEY MARKET ACCOUNT: ^792 /~END / / /~IF 791(1) / ¨Esta cuenta le ofrece la posibilidad de hacer cheques? /~ELSE /~IF 792(1) / ¨La cuenta m s grande le ofrece la posibilidad de hacer cheques? /~ELSE / ¨La siguiente, m s grande, cuenta "money market" le ofrece la posibilidad / de hacer cheques? /~END /~END / / ^B J794 793 B793(0+"0")=PLEASE ENTER RESPONSE Q794B 19 N18.TAX-FREE ACCOUNT? /QxQ N: FINANCIAL ASSETS /~IF 792(LEQ791) /MONEY MARKET ACCOUNT: ^792 OF ^791 /~ELSE /MONEY MARKET ACCOUNT: ^792 /~END / / ¨Es esta una cuenta "money market" libre de impuestos? / / / ^B J795 794 B794(0+"0")=PLEASE ENTER RESPONSE Q795B 758 N19.INSTITUTION / N: FINANCIAL ASSETS /~IF 792(LEQ791) /MONEY MARKET ACCOUNT: ^792 OF ^791 /~ELSE /MONEY MARKET ACCOUNT: ^792 /~END / / Por favor mire la Tarjeta de Instituciones. Tiene esta cuenta en alguna de / las instituciones en la Tarjeta de Instituciones o est  en otra instituici¢n? / / IF INSTITUTIONS CARD: ¨En cu l instituci¢n? /~IF M45("<") / IF "SOMEPLACE ELSE": ¨Qu‚ instituci¢n es? /~ELSE / IF "SOMEPLACE ELSE": ¨Qu‚ tipo de instsituici¢n es ‚sta? /~END / / MENTIONED AT THIS POINT. / ^Y1^C2 / ^B J796 795 B795(0+"0")=PLEASE ENTER RESPONSE J796 796 797 M43(Q795)+45("<") Q796B / N: FINANCIAL ASSETS / / INSTITUTIONS ALREADY LISTED: / '^45M45(N"<")’31( / / ENTER NAME OF NEW INSTITUTION: / '^E45M43(Q795)+45("<")’55( / / / / / ^B C1 PRESS ENTER TO CONTINUE J797 796 BM43(Q795)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J797 798 795(N22) Q797U N19V. / N: FINANCIAL ASSETS / / / PLEASE SPECIFY. V !a_! Q798UB 8 N20.AMOUNT IN ACCOUNT / N: FINANCIAL ASSETS / 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 / / / ¨Cu nto dinero hay en esta cuenta? IF R GIVES A RANGE, / PRESS [F9] KEY. / / ^B J799 798 B798(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J799 800 798(0+"0") J799 798 B798(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",1/99999999) Q799 DK. A30 DKDOL98.VQ C1 ^798 C2 5 J800 798 B799("X")=PLEASE ENTER CORRECT AMOUNT J800 802 7(1).(6(2)+25(2.K2.K3)) Q800B 764 N20_2.JOINT, YOUR NAME, SPOUSE'S NAME /QxQ N: FINANCIAL ASSETS /~IF 792(LEQ791) /MONEY MARKET ACCOUNT: ^792 OF ^791 /~ELSE /MONEY MARKET ACCOUNT: ^792 /~END / /~IF M7(2)+8(1)+25(N2) / ¨Es ‚sta una cuenta "money market" conjunta, o la cuenta est  a su nombre, / a nombre de su esposo o de alguna otra forma? /~ELSE M7(2)+8(2)+25(N2) / ¨Es ‚sta una cuenta "money market" conjunta, o la cuenta est  a su nombre, / a nombre de su esposa o de alguna otra forma? /~ELSE M7(3)+25(N2) / ¨Es ‚sta una cuenta "money market" conjunta, o la cuenta est  a su nombre, / a nombre de su pareja o de alguna otra forma? /~ELSE 0A(LE1)=6AM25(N2)= / ¨Es ‚sta una cuenta "money market" a su nombre o est  de alguna otra forma? /~ELSE / ¨Es ‚sta una cuenta "money market" conjunta, o la cuenta est  a su nombre? /~END / / ^B J801 800 B800(0+"0")=PLEASE ENTER RESPONSE J801 802 800(N5) Q801U N20_2V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. J802 803 792(3)+791(G3)=:1: V M!a_! Q802B 19 N21.ANOTHER MONEY-MARKET ACCOUNT? / N: FINANCIAL ASSETS /~IF 792(LEQ791) /MONEY MARKET ACCOUNT: ^792 OF ^791 /~ELSE /MONEY MARKET ACCOUNT: ^792 /~END / / /~IF 792(LQ791) / MONEY MARKET ACCOUNT? /~ELSE / ¨Tiene alguna otra cuenta "money market" que yo no haya anotado todav¡a? /~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 / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 0A(LE1)=6AM25(N2)= / ¨Cu nto dinero hay en todas sus dem s cuentas "money market"? /~ELSE / ¨Cu nto dinero hay en todas las dem s cuentas "money market" de su familia? /~END / IF R GIVES A RANGE, PRESS [F9] KEY. / / ^B J804 803 B803(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J804 805 803(0+"0") J804 803 B803(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q804 DK. A30 DKDOL98.VQ C1 ^803 C2 5 J805 803 B804("X")=PLEASE ENTER CORRECT AMOUNT Q805B MONEY MARKET. / N: FINANCIAL ASSETS / (MONEY MARKET ACCOUNTS) / / NO. CHECKS TAX FREE INSTITUTION AMOUNT JOINT / '^792M792(1)’3( '^793’5( '^794( '^795’12( '^798’12( '^800’18( / '^792M792(2)’3( '^793’5( '^794( '^795’12( '^798’12( '^800’18( / '^792M792(3)’3( '^793’5( '^794( '^795’12( '^798’12( '^800’18( / /~IF 803("range".K2.K3.G0) / AMOUNT IN REMAINING ACCOUNTS: ^803 /~END / / ^B C1 CONTINUE C2 ADD MORE G 1 G 2=792(L3) J807 802 B805(2)=CHANGE ASWER TO 'YES' TO ADD MORE V B Q807B 19 N22.HAVE CDS? /QxQ N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / ¨Tiene usted alg£n CD o certificado de dep¢sitos en alguna instituci¢n /financiera? /~ELSE / ¨Tiene usted o alguien en su familia aqu¡, alg£n CD o certificado de /dep¢sitos en alguna instituci¢n financiera? /~END / / IF YES: Por favor no cuente los CDs que formen parte de cuentas IRAs o Keoghs /y que ya he anotado. / / IF R ASKS: Certificados de Dep¢sitos o CDs son certificados que se tienen por /un determinado per¡odo de tiempo y que deben cobrarse o renovarse en la fecha /de vencimiento. / / ^B J808 807 B807(0+"0")=PLEASE ENTER RESPONSE J808 816 807(A+N1) Q808UB 3 N22_1.NUMBER OF CDS /QxQ N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / En total, ¨cu ntos CD de ese tipo tiene usted? /~ELSE / En total, ¨cu ntos CD de ese tipo tiene usted y su familia que vive aqu¡? /~END / / ^B # CERTIFICATES / V (1/999) Q809UB 9 N22_2.VALUE OF CDS /QxQ N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 808(G1) / ¨Cu l es el valor total de todos estos CD? / IF R GIVES A RANGE, PRESS [F9] KEY. /~ELSE / ¨Cu l es el valor total de este CD? / IF R GIVES A RANGE, PRESS [F9] KEY. /~END / / ^B J810 809 B809(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J810 811 809(0+"0") J810 809 B809(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q810 DK. A30 DKDOL98.VQ C1 ^809 C2 5 J811 809 B810("X")=PLEASE ENTER CORRECT AMOUNT Q811MC 780 N22_3.INSTITUTION / N: FINANCIAL ASSETS /^C2 /~IF 808(1) / (Por favor mire la Tarjeta de Instituciones) ¨Tiene este CD en alguna de / las instituciones que est n en la Tarjeta de Instituciones o lo tiene en otra /instituci¢n? /~ELSE / (Por favor mire la Tarjeta de Instituciones) ¨Tiene estos CD en alguna de / las instituciones que est n en la Tarjeta de Instituciones o los tiene en /otra instituci¢n? /~END / / IF INSTITUTIONS CARD: ¨En cu l instituci¢n? /~IF M45("<") / IF "SOMEPLACE ELSE": ¨Qu‚ instituci¢n es? /~ELSE / IF "SOMEPLACE ELSE": ¨Qu‚ tipo de instituci¢n es ‚sta? /~END / / MENTIONED AT THIS POINT. J1632 811 B0(GQ808)+808(G0)=811U(1/16)==SORRY, CAN'T HAVE MORE IN /STITUTIONS THAN ACCOUNTS Q1632S 43 G '<1/6(=811('<1/6()+M43('<1/6()+45("<") G '<1/6(=M43('<1/6()+45(N"<") Q1633U A14 1633+1X R1632 1633 J812 812 813 M43(Q811)+45("<") Q812B / N: FINANCIAL ASSETS / / INSTITUTIONS ALREADY LISTED: / '^45M45(N"<")’31( / / ENTER NAME OF NEW INSTITUTION: / '^E45M43(LEQ1633)+45("<")’57( / / / / / ^B C1 PRESS ENTER TO CONTINUE J813 812 BM43(Q811)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J813 813 814 811(22) Q813U N22_3V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. J814 815 6(1).(6(2)+25(2.K2.K3)) V M!a_! Q814B 764 N22_4.JOINT, YOUR NAME, SPOUSE'S NAME /QxQ N: FINANCIAL ASSETS / /~IF 808(1) / /~IF M7(2)+8(1)+25(N2) / ¨Tiene este CD en una cuenta conjunta, o la cuenta est  a su nombre, a nombre /de su esposo, o est  de alguna otra manera? /~ELSE M7(2)+8(2)+25(N2) / ¨Tiene este CD en una cuenta conjunta, o la cuenta est  a su nombre, a nombre /de su esposa, o est  de alguna otra manera? /~ELSE M7(3)+25(N2) / ¨Tiene este CD en una cuenta conjunta, o la cuenta est  a su nombre, a nombre /de su pareja, o est  de alguna otra manera? /~ELSE 0A(LE1)=6AM25(N2)= / ¨Tiene este CD en una cuenta a su nombre o est  de alguna otra manera? /~ELSE / ¨Tiene este CD en una cuenta conjunta o la cuenta est  a su nombre? /~END / /~ELSE /~IF M7(2)+8(1)+25(N2) / La mayor parte del dinero en estos CD est  en una cuenta conjunta o la mayor /parte de esta cuenta est  a su nombre, a nombre de su esposo, o de alguna otra /manera? /~ELSE M7(2)+8(2)+25(N2) / La mayor parte del dinero en estos CD est  en una cuenta conjunta o la mayor /parte de esta cuenta est  a su nombre, a nombre de su esposa, o de alguna otra /manera? /~ELSE M7(3)+25(N2) / La mayor parte del dinero en estos CD est  en una cuenta conjunta o la mayor /parte de esta cuenta est  a su nombre, a nombre de su pareja, o de alguna otra /manera? /~ELSE 0A(LE1)=6AM25(N2)= / La mayor parte del dinero en estos CD est  en una cuenta a su nombre, o de /alguna otra manera? /~ELSE / La mayor parte del dinero en estos CD est  en una cuenta conjunta o la mayor /parte est  a su nombre? /~END / /~END / / ^B J815 814 B814(0+"0")=PLEASE ENTER RESPONSE J815 816 814(N5) Q815U N22_4V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! Q816B 19 N23.ANY OTHER ACCOUNTS? /QxQ N: FINANCIAL ASSETS /SAVINGS / /~IF 0A(LE1)=6AM25(N2)= / ¨Tiene usted alguna cuenta de ahorros? Estas podr¡an ser cuentas /tradicionales de ahorros ("passbook"), cuentas de acciones, cuentas del club de /navidad o cualquier otro tipo de cuenta de ahorro. /~ELSE / ¨Tiene usted o alguien en su familia que vive aqu¡ alguna cuenta de /ahorros? Estas prodr¡an ser cuentas tradicionales de ahorros ("passbook"), /cuentas de acciones, cuentas del club de navidad o cualquier otro tipo de /cuenta de ahorros. /~END / / DO NOT INCLUDE JOB PENSION ACCOUNTS. / / ^B J817 816 B816(0+"0")=PLEASE ENTER RESPONSE J817 831 816(A+N1) Q817UB 3 N23_1.NUMBER OF OTHER ACCOUNTS /QxQ N: FINANCIAL ASSETS /SAVINGS / /~IF 0A(LE1)=6AM25(N2)= / ¨Cu ntas cuentas de ese tipo tiene usted? /~ELSE / ¨Cu ntas cuentas de ese tipo tiene usted y su familia que vive aqu¡? /~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 N: FINANCIAL ASSETS / /~IF 817(1) / Por favor mire la Tarjeta de Instituciones. ¨Tiene esta cuenta con alguna /de las instituciones que est n en la Tarjeta de Instituciones o la tiene en /alg£n otro lugar? /~ELSE /~IF 818(1) / Por favor mire la Tarjeta de Instituciones. ¨Tiene la cuenta m s grande en /alguna de las instituciones que est n en la Tarjeta de Instituciones o la tiene /en alg£n otro lugar? /~ELSE / Por favor mire la Tarjeta de Instituciones. Piense en la siguiente, m s grande /cuenta de ahorros, ¨tiene esta cuenta en alguna de las instituciones que est n /en la Tarjeta de Instituciones o la tiene en alg£n otro lugar? /~END /~END / / IF INSTITUTIONS CARD: ¨En cu l instituci¢n? /~IF M45("<") / IF "SOMEPLACE ELSE": ¨Qu‚ instituci¢n es? /~ELSE / IF "SOMEPLACE ELSE": ¨Qu‚ tipo de instituci¢n es ‚sta? /~END / / MENTIONED AT THIS POINT. /^Y1^C2 / ^B J820 819 B819(0+"0")=PLEASE ENTER RESPONSE J820 820 821 M43(Q819)+45("<") Q820B / N: FINANCIAL ASSETS / / INSTITUTIONS ALREADY LISTED: / '^41M41(N"<")’31( / / ENTER NAME OF NEW INSTITUTION: / '^E45M43(Q819)+45("<")’55( / / / / / ^B C1 PRESS ENTER TO CONTINUE J821 820 BM43(Q819)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J821 823 819(N22) Q821U N24V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! Q823UB 7 N25.AMOUNT IN SAVINGS ACCOUNT / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /SAVINGS ACCOUNT: ^818 OF ^817 / / / ¨Cu nto dinero hay en esta cuenta? IF R GIVES A RANGE, PRESS [F9] KEY. / / ^B J824 823 B823(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J824 825 823(0+"0") J824 823 B823(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",1/9999999) Q824 DK. A30 DKDOL98.VQ C1 ^823 C2 7 J825 823 B824("X")=PLEASE ENTER CORRECT AMOUNT J825 827 6(1).(6(2)+25(2.K2.K3)) Q825B 764 N25_2.JOINT, YOUR NAME, SPOUSE'S NAME /QxQ N: FINANCIAL ASSETS /SAVINGS ACCOUNT: ^818 OF ^817 / /~IF M7(2)+8(1)+25(N2) / ¨Es ‚sta una cuenta de ahorros conjunta, o esta cuenta est  a su nombre, a /nombre de su esposo, o de alguna otra manera? /~ELSE M7(2)+8(2)+25(N2) / ¨Es ‚sta una cuenta de ahorros conjunta, o esta cuenta est  a su nombre, a /nombre de su esposa , o de alguna otra manera? /~ELSE M7(3)+25(N2) / ¨Es ‚sta una cuenta de ahorros conjunta, o esta cuenta est  a su nombre, a /nombre de su pareja , o de alguna otra manera? /~ELSE 0A(LE1)=6AM25(N2)= / ¨Es esta una cuenta de ahorros a su nombre o est  de alguna otra manera? /~ELSE / ¨Es ‚sta una cuenta de ahorros conjunta, o esta cuenta est  a su nombre? /~END / / ^B J826 825 B825(0+"0")=PLEASE ENTER RESPONSE J826 827 825(N5) Q826U N25_2V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. J827 828 818(5)+817(G5)=:1: V M!a_! Q827B 19 N26.ANOTHER SAVINGS ACCOUNT? /SAVINGS ACCOUNT: ^818 OF ^817 N: FINANCIAL ASSETS / / /~IF 818(LQ817) / SAVINGS ACCOUNT? /~ELSE / ¨Tiene alguna otra cuenta de ahorros? /~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 / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / ¨Cu nto dinero hay en todas las dem s cu‚ntas de ahorro que tiene usted? /(¨Cu l fue el promedio el mes pasado?) /~ELSE / ¨Cu nto dinero hay en todas las dem s cu‚ntas de ahorro que tiene su /familia? (¨Cu l fue el promedio el mes pasado?) /~END / IF R GIVES A RANGE, PRESS [F9] KEY. / / ^B J829 828 B828(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J829 830 828(0+"0") J829 828 B828(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q829 DK. A30 DKDOL98.VQ C1 ^828 C2 7 J830 828 B829("X")=PLEASE ENTER CORRECT AMOUNT Q830B SAVINGS. / N: FINANCIAL ASSETS / (SAVINGS ACCOUNTS) / / NO. INSTITUTION AMOUNT JOINT / '^818M818(1)’8( '^819’15( '^823’12( '^825’9( / '^818M818(2)’8( '^819’15( '^823’12( '^825’9( / '^818M818(3)’8( '^819’15( '^823’12( '^825’9( / '^818M818(4)’8( '^819’15( '^823’12( '^825’9( / '^818M818(5)’8( '^819’15( '^823’12( '^825’9( / /~IF 828("range".K2.K3.G0) / AMOUNT IN REMAINING ACCOUNTS: ^828 /~END / / ^B C1 CONTINUE C2 ADD MORE G 1 G 2=818(L5) J831 827 B830(2)=CHANGE ANSWER TO YES TO ADD MORE V B Q831B 19 N27.SHARES IN MUTUAL FUNDS? /QxQ N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / ¨Tiene usted alg£n fondo mutual? /~ELSE / ¨Tiene usted o alguien en su familia que vive aqu¡ alg£n fondo mutual? /~END / / IF YES: Por favor no cuente ning£n tipo de fondo para pensiones o cuentas /401k, fondos que forman parte de un fideicomiso o anualidad, o activos de los /que ya me haya hablado. / / ^B J832 831 B831(0+"0")=PLEASE ENTER RESPONSE J832 852 831(A+N1) Q832S C1 Fondos mutuales de acciones C2 Fondos mutuales de bonos libres de impuestos C3 Fondos mutuales de bonos del gobierno o garantizados p /or el gobierno C4 Otros fondos mutuales de bonos C5 Fondos combinados o cualquier otro tipo de fondos mutu /ales Q833B 22 N28.DO YOU HAVE (TYPE MUTUAL FUND) /QxQ N: FINANCIAL ASSETS /MUTUAL FUNDS / / /~IF 832(1) / Necesito saber qu‚ tipo de fondos mutuales tiene usted. ¨Tiene. . . / ^832? /~ELSE / ¨Tiene usted . . / ^832? /~END / / ^B J834 833 B833(0+"0")=PLEASE ENTER RESPONSE J834 836 833(A+N1) Q834UB 8 N29.MARKET VALUE OF (TYPE MUTUAL FUND) / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /MUTUAL FUNDS / / /~IF 0A(LE1)=6AM25(N2)= /~IF 832(1.2.4) / ¨Cu l es el valor total del mercado de todos los ^832 / que tiene usted? /~ELSE 832(5) / ¨Cu l es el valor total del mercado de fondos con combinaci¢n o cualquier /otro tipo de fondos mutuales que tiene usted? /~ELSE 832(3) / ¨Cu l es el valor total del mercado de todos los fondos de bonos del /gobierno o garantizados por el gobierno que tiene usted? /~END /~ELSE /~IF 832(1.2.4) / ¨Cu l es el valor total del mercado de todos los ^832 / que tiene usted y su familia que vive aqu¡? /~ELSE 832(5) / ¨Cu l es el valor total del mercado de todos los fondos con combinaci¢n o de /cualquier otro tipo de fondos mutuales que tiene usted y su familia que vive /aqu¡? /~ELSE 832(3) / ¨Cu l es el valor total del mercado de todos los fondos de bonos del / gobierno o garantizados por el gobierno que tiene usted y su familia que /vive aqu¡? /~END /~END / / IF R GIVES A RANGE, PRESS [F9] KEY. / / ^B J835 834 B834(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J835 836 834(0+"0") J835 834 B834(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",1/99999999) Q835 DK. A30 DKDOL98.VQ C1 ^834 C2 5 J836 834 B835("X")=PLEASE ENTER CORRECT AMOUNT Q836U A14 833U(1)=+836 R832 836 J837 841 M833(1.K2) Q837U N29V.EXPLAIN / N: FINANCIAL ASSETS / / PLEASE EXPLAIN TYPE OF MUTUAL FUNDS. V !a_! Q838UB 7 N29_6.TOTAL VALUE OF MUTUAL FUNDS / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /MUTUAL FUNDS / / /~IF 0A(LE1)=6AM25(N2)= / ¨Cu l es el valor total del mercado de todos los fondos mutuales que tiene /usted? /~ELSE / ¨Cu l es el valor total del mercado de todos los fondos mutuales que tiene / usted y su familia que vive aqu¡? /~END / / IF R GIVES A RANGE, PRESS [F9] KEY. / / / ^B J839 838 B838(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J839 841 838(0+"0") J839 838 B838(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",1/9999999) Q839 DK. A30 DKDOL98.VQ C1 ^838 C2 5 J841 838 B839("X")=PLEASE ENTER CORRECT AMOUNT Q841B MUTUAL FUNDS. / N: FINANCIAL ASSETS / / TYPE HELD? MKT VALUE / '^832M832(G0)’22( '^833( '^834’12( / / / / / / / / ^B C1 CONTINUE V B Q842UB 3 N27_1.NUMBER OF MUTUAL FUNDS / N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / ¨En cu ntos diferentes fondos mutuales usted tiene acciones? /~ELSE / ¨En cu ntos diferentes fondos mutuales tiene acciones su familia? /~END / MANAGEMENT COMPANIES.) / / # MUTUAL FUNDS: ^B J1424 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) V (1/999) Q1424MC NEW1.INSTITUTION /QxQ N: FINANCIAL ASSETS /~IF 842(1) / Por favor mire la Tarjeta de Instituciones. ¨Este fondo mutual est  /~ELSE / Por favor mire la Tarjeta de Instituciones. ¨Estos fondos mutuales est n /~END / en alguna de las instituciones en la Tarjeta de Instituciones, o est n en / otra instituci¢n? / IF INSTITUTIONS CARD: ¨En cu l instituci¢n? /~IF M45("<") / IF "SOMEPLACE ELSE": ¨Qu‚ instituci¢n es? /~ELSE / IF "SOMEPLACE ELSE": ¨Qu‚ tipo de instituci¢n es ‚sta? /~END / MENTIONED AT THIS POINT. / IF R ASKS, WE WANT THE ORGANIZATION THAT MANAGES R'S MUTUAL FUNDS, NOT / THE INDIVIDUAL FUNDS. C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= C11 COMMERCIAL BANK C12 S&L/SAVINGS BNK C14 FINANCE/LOAN CO C16 BROKERAGE C22 OTHER G 1/6 G 11,12,14,16=0A(6)=43AM45(N"<")= G 22 G E1/6,11/16,22 J1634 1424 B0(GQ842)+842(G0)=1424U(1/16)==NUMBER OF ACCOUNTS IS ^8 /42, CAN'T HAVE MORE THAN ^842 INSTITUTIONS Q1634S 43 G '<1/6(=M43('<1/6()+45(N"<") G '<1/6(=1424('<1/6()+M43('<1/6()+45("<") Q1635U A14 1635+1X R1634 1635 J1425 1425 1426 M43(Q1424)+45("<") Q1425B / N: FINANCIAL ASSETS / INSTITUTIONS ALREADY LISTED: / '^45M45(N"<")’31( / / ENTER NAME OF NEW INSTITUTION: / '^E45M43(LEQ1635)+45("<")’55( / / / / / ^B C1 PRESS ENTER TO CONTINUE J1426 1425 BM43(Q1424)+45("<")=AN INSTITUTION NAME MUST BE ENTERED J1426 1426 843 1424(22) Q1426U D53_8V.SPECIFY / N: FINANCIAL ASSETS / PLEASE SPECIFY V M!a_! Q843B N30.GAIN OR LOSS IN VALUE /QxQ N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / En conjunto, desde que usted las obtuvo, ¨todas estas acciones de fondos /mutuales han aumentado o disminu¡do en valor total? /~ELSE / En conjunto, desde que usted o alguien en su familia que vive aqu¡ las /obtuvo, ¨todas estas acciones de fondos mutuales han aumentado o disminu¡do en /valor total? /~END / / ^B C0 C1 Aumentaron C2 Ni aumentaron ni disminuyeron C3 Disminuyeron J844 843 B843(0+"0")=PLEASE ENTER RESPONSE J844 848 843(A+N1) Q844B N30_1.PERCENT OR AMOUNT GAINED / N: FINANCIAL ASSETS / / ¨Cu nto ha aumentado su valor desde que se obtuvieron? / / ^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 / N: FINANCIAL ASSETS / / ^B PERCENT GAIN J846 848 844(1) J846 847 844(K2)=:Ñ: J846 847 844(K3)=:Ò: V !.U___.__%!(1/999.99) Q846UB 8 N30_1B.AMOUNT GAIN / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B AMOUNT GAIN J847 846 B846(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J847 848 846(0+"0") J847 846 B846(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",1/99999999) Q847 DK. A30 DKDOL98.VQ C1 ^846 C2 6 J848 846 B847("X")=PLEASE ENTER CORRECT AMOUNT J848 852 843(N3) Q848B N30_2.PERCENT OR AMOUNT LOST / N: FINANCIAL ASSETS / / ¨Cu nto ha disminu¡do su valor desde que se obtuvieron? / / ^B C0 C1 ENTER PERCENT C2 ENTER AMOUNT J849 848 B848(0+"0")=PLEASE ENTER RESPONSE J849 850 848(A+N1) Q849UB 6 N30_2A.PERCENT LOST / N: FINANCIAL ASSETS / / ^B PERCENT LOST J850 852 848(1) J850 851 848(K2)=:Ñ: J850 851 848(K3)=:Ò: V !.U___.__%!(1/100) Q850UB 8 N30_2B.AMOUNT LOST / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B AMOUNT LOST J851 850 B850(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J851 852 850(0+"0") J851 850 B850(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",1/99999999) Q851 DK. A30 DKDOL98.VQ C1 ^850 C2 6 J852 850 B851("X")=PLEASE ENTER CORRECT AMOUNT Q852B 19 N31.HAVE GOVERNMENT BONDS? / N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / ¨Tiene usted bonos de ahorro del gobierno de los E.E.U.U.(THESE MAY BE CALLED / SERIES EE OR HH. ONE WAY THEY CAN BE PURCHASED IS BY PAYROLL DEDUCTION.) /~ELSE / ¨Tiene usted o alguien en su familia que vive aqu¡ bonos de ahorro del /gobierno de los E.E.U.U. (THESE MAY BE CALLED SERIES EE OR HH. ONE WAY THEY /CAN BE PURCHASED IS BY PAYROLL DEDUCTION.) /~END / / / ^B J853 852 B852(0+"0")=PLEASE ENTER RESPONSE J853 855 852(A+N1) V B Q853UB 9 N31_1.VALUE OF SAVINGS BONDS /QxQ N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Cu l es el valor nominal total de todos los bonos de ahorro que usted /~IF 0A(LE1)=6AM25(N2)= / tiene? /~ELSE / y su familia tienen? /~END / / IF R GIVES A RANGE, PRESS [F9] KEY. / / ^B J854 853 B853(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J854 853 B853(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q854 DK. A30 DKDOL98.VQ C1 ^853 C2 7 J855 853 B854("X")=PLEASE ENTER CORRECT AMOUNT Q855B 19 N32.HAVE ANY OTHER BONDS? / N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / ¨Usted tiene algunos otros bonos o letras corporativos, municipales, /gubernamentales o de otro tipo? /~ELSE / ¨Usted o alguien de aqu¡ tiene algunos otros bonos o letras corporativos, /municipales, gubernamentales o de otro tipo? /~END / / IF YES: Por favor no cuente ninguno de los bonos o letras que est‚n en /cuentas de pensiones, fideicomisos, anualidades, ni en ninguna de las cuentas /que ya he anotado. / / ^B J856 855 B855(0+"0")=PLEASE ENTER RESPONSE J856 870 855(A+N1) V B Q856S N33_1-5. C1 Bonos respaldados por hipotecas C2 Bonos del gobierno de los E.E.U.U. o letras del tesoro C3 Bonos estatales o municipales u otros bonos libres de /impuestos C4 Bonos extranjeros C5 Bonos corporativos o cualquier otro tipo de bonos Q857B 19 N33_1-5.DO YOU HAVE (BOND TYPE) /QxQ N: FINANCIAL ASSETS /BONDS / / /~IF 856(1) / Necesito saber qu‚ tipo de bonos o letras tiene usted. ¨Tiene. . . / Bonos respaldados por hipotecas tales como "Ginnie-Mae", "Fannie-Mae" o / "Freddie-Mac"? /~ELSE / ¨Tiene. . . / ^856? /~END / / ^B J858 857 B857(0+"0")=PLEASE ENTER RESPONSE J858 862 857(A+N1) Q858UB 9 N34_1-5.VALUE OF (BOND TYPE) / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= /~IF 856(N3) / ¨Cu l es el valor nominal de todos los ^856 / que tiene usted? /~ELSE / ¨Cu l es el valor nominal de todos los bonos estatales o municipales, u otros / bonos libres de impuestos que tiene usted? /~END /~ELSE /~IF 856(N3) / ¨Cu l es el valor nominal de todos los / ^856 / que tiene usted y su familia que vive aqu¡? /~ELSE / ¨Cu l es el valor nominal de todos los bonos estatales o municipales u otros / bonos libre de impuestos que tiene usted y su familia que vive aqu¡? /~END /~END / / IF R GIVES A RANGE, PRESS [F9] KEY. / / / ^B J859 858 B858(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J859 858 B858(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q859 DK. A30 DKDOL98.VQ C1 ^858 C2 1 J860 858 B859("X")=PLEASE ENTER CORRECT AMOUNT Q860UB 9 N34_6-11. / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Cu l es su valor total en el mercado? IF R GIVES A RANGE, PRESS [F9] KEY. / / ^B J861 860 B860(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J861 860 B860(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q861 DK. A30 DKDOL98.VQ C1 ^860 C2 1 J862 860 B861("X")=PLEASE ENTER CORRECT AMOUNT Q862U A14 857U(1)=+862 R856 862 J863 868 M857(1.K2) Q863U N34_11V.EXPLAIN / N: FINANCIAL ASSETS / / / PLEASE EXPLAIN TYPE OF BONDS. V !a_! Q864UB 9 N34_12.FACE VALUE OF BONDS / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / ¨Cu l es el valor nominal de todos los bonos que tiene usted? /~ELSE / ¨Cu l es el valor nominal de todos los bonos que tiene usted y / su familia que vive aqu¡? /~END / / IF R GIVES A RANGE, PRESS [F9] KEY. / / ^B J865 864 B864(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J865 864 B864(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q865 DK. A30 DKDOL98.VQ C1 ^864 C2 1 J866 864 B865("X")=PLEASE ENTER CORRECT AMOUNT Q866UB 8 N34_13.MARKET VALUE OF BONDS / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Cu l es su valor total en el mercado? IF R GIVES A RANGE, PRESS [F9] /KEY. / / ^B J867 866 B866(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J867 866 B866(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",1/99999999) Q867 DK. A30 DKDOL98.VQ C1 ^866 C2 1 J868 866 B867("X")=PLEASE ENTER CORRECT AMOUNT Q868UB 3 N32_1.NUMBER OF BONDS/BILLS /QxQ N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / ¨Cu ntos bonos o letras diferentes tiene usted? /~ELSE / ¨Cu ntos bonos o letras diferentes tiene usted o su familia que vive aqu¡? /~END / / / ^B # BONDS OR BILLS / J869 869 836(0).868(K2.K3) J869 868 B868(LQ862)+868(G0)=ANSWER CAN'T BE LESS THAN NUMBER OF / DIFFERENT TYPES HELD (^836) V (1/999) Q869B BONDS. / N: FINANCIAL ASSETS / / TYPE HELD? FACE VALUE MKT VALUE / '^856M856(G0)’22( '^857( '^858’9( '^860’9( / / / / / / / / ^B C1 CONTINUE V B Q870B 19 N35.OWN PUBLICLY TRADED STOCK? / N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / ¨Tiene usted acciones p£blicas que se comercien en la bolsa? /~ELSE / ¨Tiene usted o alguien en su familia que vive aqu¡ acciones p£blicas que se / comercien en la bolsa? /~END / / IF YES: Por favor no cuente ninguna acci¢n que tenga a trav‚s de cuentas de /pensiones, anualidades, fideicomisos o activos o bienes que ya he anotado. / / ^B J871 870 B870(0+"0")=PLEASE ENTER RESPONSE J871 892 870(A+N1) Q871UB 3 N36.NUMBER OF DIFFERENT STOCKS /QxQ N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / ¨En cu ntas compa¤¡as diferentes tiene acciones usted? /~ELSE / ¨En cu ntas compa¤¡as diferentes tiene acciones usted o su familia que vive /aqu¡? /~END / / ^B # COMPANIES / V (1/999) Q872UB 9 N37.MARKET VALUE OF STOCKS /QxQ N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Cu l es el valor total de estas acciones en el mercado? / IF R GIVES A RANGE, PRESS [F9] KEY. / / ^B J873 872 B872(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J873 872 B872(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q873 DK. A30 DKDOL98.VQ C1 ^872 C2 1 J883 872 B873("X")=PLEASE ENTER CORRECT AMOUNT Q883B 19 N39.STOCK IN COMPANY WHERE WORKED? /QxQ N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / De sus acciones p£blicas que se comercian en el mercado, ¨algunas son /acciones de alguna compa¤¡a en la que usted trabaja o trabaj¢? /~ELSE / De las acciones p£blicas de su familia que se comercian en el mercado, /¨algunas son acciones de alguna compa¤¡a en la que usted o alguien en su /familia que vive aqu¡ trabaja o trabaj¢? /~END / / ^B J884 883 B883(0+"0")=PLEASE ENTER RESPONSE J884 887 883(A+N1) Q884B 22 N39_05.THIS STOCK INCLUDED IN TOTALS? / N: FINANCIAL ASSETS / / ¨Incluy¢ esta acci¢n en el valor total de sus activos o posesiones que me /acaba de nombrar? / / / / ^B J885 884 B884(0+"0")=PLEASE ENTER RESPONSE J885 887 (871(1)+884(1)).884(K2.K3) Q885UB 9 N39_1.MARKET VALUE OF STOCK / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Cu l es el valor total en el mercado de sus acciones en la compa¤¡a? / IF R GIVES A RANGE, PRESS [F9] KEY. / / / ^B J886 885 B885(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J886 885 B885(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q886 DK. A30 DKDOL98.VQ C1 ^885 C2 3 J887 885 B886("X")=PLEASE ENTER CORRECT AMOUNT J887 885 B886(GQ873)+873(G0)+884(1)=CAN'T BE MORE THAN TOTAL VAL /UE OF ALL STOCK HELD ($^873) Q887B 19 N39_2.STOCK IN FOREIGN COMPANY? / N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / De sus acciones, ¨algunas son acciones en alguna compa¤¡a cuya oficina / principal no se encuentra en los Estados Unidos? /~ELSE / De las acciones de su familia, ¨algunas son acciones en alguna compa¤¡a / cuya oficina principal no se encuentra en los Estados Unidos? /~END / / ^B J888 887 B887(0+"0")=PLEASE ENTER RESPONSE J888 874 887(N1) Q888B 22 N39_2_1.STOCK INCLUDED IN TOTAL? / N: FINANCIAL ASSETS / / ¨Incluy¢ esta acci¢n en el valor total de sus activos o posesiones que me /acaba de nombrar? / / / ^B J890 888 B888(0+"0")=PLEASE ENTER RESPONSE J890 874 (888(1)+871(1)).888(K2.K3) Q890UB 9 N39_3.MARKET VALUE OF STOCK / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Cu l es el valor total en d¢lares de estas acciones en el mercado? / IF R GIVES A RANGE, PRESS [F9] KEY. / / ^B J891 890 B890(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J891 890 B890(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q891 DK. A30 DKDOL98.VQ C1 ^890 C2 3 J874 890 B891("X")=PLEASE ENTER CORRECT AMOUNT J874 890 B891(GQ873)+873(G0)+871(1)=AMOUNT CANNOT BE MORE THAN T /OTAL STOCK Q874B N38.GAIN OR LOSS IN VALUE OF STOCK /QxQ N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / En conjunto, desde que usted las obtuvo, ¨todas estas acciones han disminu¡do /o aumentado en su valor total? /~ELSE / En conjunto, desde que usted o alguien en su familia las obtuvo, ¨todas estas /acciones han disminu¡do o aumentado en su valor total? /~END / / ^B C0 C1 Aumento C2 Ni aumento ni disminuci¢n C3 Disminuci¢n J875 874 B874(0+"0")=PLEASE ENTER RESPONSE J875 879 874(A+N1) Q875B N38_1.PERCENT OR AMOUNT GAINED / N: FINANCIAL ASSETS / / ¨Cu nto ha aumentado su valor desde que se obtuvieron? / / ^B C0 C1 ENTER PERCENT C2 ENTER AMOUNT J876 875 B875(0+"0")=PLEASE ENTER RESPONSE J876 877 875(A+N1) Q876UB 6 N38_1A.PERCENT GAIN / N: FINANCIAL ASSETS / / ^B PERCENT GAIN J877 879 875(1) J877 878 875(K2)=:Ñ: J877 878 875(K3)=:Ò: V !.U___.__%!(1/999.99) Q877UB 9 N38_1B.AMOUNT GAIN / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B AMOUNT GAIN J878 877 B877(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J878 877 B877(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q878 DK. A30 DKDOL98.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 ($^873) J879 892 874(N3) Q879B N38_2.PERCENT OR AMOUNT LOST / N: FINANCIAL ASSETS / / ¨Cu nto ha disminu¡do su valor desde que se obtuvieron? / / ^B C0 C1 ENTER PERCENT C2 ENTER AMOUNT J880 879 B879(0+"0")=PLEASE ENTER RESPONSE J880 881 879(A+N1) Q880UB 6 N38_2A.PERCENT LOST / N: FINANCIAL ASSETS / / ^B PERCENT LOST J881 892 879(1) J881 882 879(K2)=:Ñ: J881 882 879(K3)=:Ò: V !.U___.__%!(1/100) Q881UB 9 N38_2B.AMOUNT LOST / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B AMOUNT LOST J882 881 B881(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J882 881 B881(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q882 DK. A30 DKDOL98.VQ C1 ^881 C2 6 J892 881 B882("X")=PLEASE ENTER CORRECT AMOUNT Q892B 19 N40.BROKERAGE ACCOUNT? /QxQ N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / ¨Tiene usted una cuenta con un agente de bolsa para comprar o vender /acciones y otros valores? /~ELSE / ¨Tiene usted o alguien en su familia que vive aqu¡ una cuenta con un agente /de bolsa para comprar o vender acciones y otros valores? /~END / / ^B J893 892 B892(0+"0")=PLEASE ENTER RESPONSE J893 548 892(A+N1) Q893MC 780 N40_1.INSTITUTION / N: FINANCIAL ASSETS /^C2 / Por favor mire la Tarjeta de Instituciones. ¨(Tiene esta/Tiene estas) /cuenta(s) en alguna de las instituciones que est n en la Tarjeta de /Instituciones, o la(s) tiene en otra instituci¢n? / / IF INSTITUTIONS CARD: ¨En cu l instituci¢n? /~IF M45("<") / IF "SOMEPLACE ELSE": ¨Qu‚ instituci¢n es? /~ELSE / IF "SOMEPLACE ELSE": ¨Qu‚ tipo de instituci¢n es ‚sta? /~END / / MENTIONED AT THIS POINT. Q1636S 43 G '<1/6(=M43('<1/6()+45(N"<") G '<1/6(=893('<1/6()+M43('<1/6()+45("<") Q1637U A14 1637+1X R1636 1637 J894 894 895 M43(Q893)+45("<") Q894B / N: FINANCIAL ASSETS / / INSTITUTIONS ALREADY LISTED: / '^45M45(N"<")’31( / / ENTER NAME OF NEW INSTITUTION: / '^E45M43(LEQ1637)+45("<")’57( / / / / / ^B C1 PRESS ENTER TO CONTINUE J895 894 BM43(Q893)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J895 895 896 893(22) Q895U N40_1A. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! Q896UB 4 N40_2.TIMES BOUGHT OR SOLD STOCKS / N: FINANCIAL ASSETS /~IF 0A(LE1)=6AM25(N2)= / En el transcurso del a¤o pasado, ¨m s o menos cu ntas veces compr¢ o vendi¢ / usted acciones u otros valores a trav‚s de un agente de bolsa? /~ELSE / En el transcurso del a¤o pasado, ¨m s o menos cu ntas veces compr¢ o vendi¢ / usted o alguien en su familia que vive aqu¡ acciones u otros valores a trav‚s /de un agente de bolsa? /~END / ENTER ZERO FOR NONE. / / / ^B TIMES PER / / ^B / / ^B J897 1585 896(0) V !.U_,___.!(0/9996){Nnnn} Q897B N40_2F.FREQUENCY BOUGHT OR SOLD STOCKS C0 C1 DAY C2 WEEK C4 MONTH C5 QUARTER C6 YEAR C7 OTHER J1585 897 B897(0+"0")=PLEASE ENTER RESPONSE Q1585B C0 PRESS [ENTER] TO CONTINUE J898 899 897(N7) Q898U N40_2FV. / N: FINANCIAL ASSETS / / / PLEASE SPECIFY. V !a_! Q899B 19 N40_3.CASH/CALL MONEY ACCOUNTS? / N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / Sin contar ninguna de las cuentas de las que ya me ha hablado, ¨usted tiene /una cuenta de efectivo o de dinero a la vista ("cash" o "call money") en una /casa de bolsa? /~ELSE / Sin contar ninguna de las cuentas de las que ya me ha hablado, ¨usted o /alguien de su familia que vive aqu¡ tiene una cuenta de efectivo o de dinero a /la vista ("cash" o "call money") en una casa de bolsa? /~END / 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 / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Cu l es el valor total en d¢lares de todas las cuentas de efectivo o a la /vista que /~IF 0A(LE1)=6AM25(N2)= / tiene usted? /~ELSE / tiene usted y su familia que vive aqu¡? /~END / IF R GIVES A RANGE, PRESS [F9] KEY. / / ^B J901 900 B900(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J901 900 B900(","."-"."+")=INVALID RESPONSE! J901 902 900(0+"0") V !.A$___,___,___.!("range",0/999999999) Q901 DK. A30 DKDOL98.VQ C1 ^900 C2 3 J902 900 B901("X")=PLEASE ENTER CORRECT AMOUNT Q902B 19 N40_5.MARGIN LOANS? /QxQ N: FINANCIAL ASSETS / / /~IF 0A(LE1)=6AM25(N2)= / ¨Usted tiene actualmente alg£n pr‚stamo marginal en una casa de bolsa? /~ELSE / ¨Usted o alguien en su familia que vive aqu¡ tiene actualmente alg£n pr‚stamo /marginal en una casa de bolsa? /~END / / IF YES, SAY: Por favor no incluya ning£n pr‚stamo que ya haya anotado. / / ^B J904 902 B902(0+"0")=PLEASE ENTER RESPONSE J904 548 902(A+N1) Q904ET N40_5B. WHERE? Q905UB 9 N40_6.BALANCE ON MARGIN LOANS / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / En conjunto, ¨cu nto es el saldo actual de estos pr‚stamos marginales? / IF R GIVES A RANGE, PRESS [F9] KEY. / / ^B J906 905 B905(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J906 905 B905(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q906 DK. A30 DKDOL98.VQ C1 ^905 C2 3 J548 905 B906("X")=PLEASE ENTER CORRECT AMOUNT Q548S ASTEP.ANNUITY STEPTHRU C1 C2 Q907B 19 N41.INCOME FROM TRUST, ANNUITY? /QxQ N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= /~IF 548(1) / ¨Usted recibe ingresos o tiene acciones en alguna anualidad? /~ELSE / ¨Usted recibe ingresos o tiene acciones de alg£n fideicomiso (trust) o /cuenta de inversi¢n administrada? /~END /~ELSE /~IF 548(1) / ¨Usted o alguien en su familia que vive aqu¡ recibe ingresos o tiene acciones /en alguna anualidad? /~ELSE / ¨Usted o alguien en su familia que vive aqu¡ recibe ingresos o tiene acciones /de alg£n fideicomiso (trust) o cuenta de inversi¢n administrada? /~END /~END / / IF YES: Por favor no incluya pensiones de trabajo, ni ning£n activo o bienes /que ya haya anotado. / / ^B J908 907 B907(0+"0")=PLEASE ENTER RESPONSE J908 548 907(A+N1) J908 909 548(1) Q908MC N42.TRUSTS, ANNUITIES, OR MANAGED INVESTMENT? / N: FINANCIAL ASSETS / / ¨Son cu‚ntas de fideicomisos o cuentas de inversi¢n administradas? / C1 Fideicomisos C2 Cuentas de inversi¢n administradas C3 Otra C10 G 1/3 J909 910 908(N3) Q909U N42A. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. J910 907 907(A+N1) V M!a_! Q910B 19 N43.SET UP SO ENTITLED ONLY TO INCOME? /QxQ N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= /~IF 548(1) / ¨Alguna de estas cuentas de anualidades se estableci¢ de tal manera que /usted legalmente s¢lo tiene acceso a los ingresos y no tiene intereses en /acciones (equity interest)? /~ELSE / ¨Alguna de ‚stas se estableci¢ de tal manera que usted legalmente s¢lo tiene /acceso a los ingresos y no tiene intereses en acciones (equity interest)? /~END /~ELSE /~IF 548(1) / ¨Alguna de estas cuentas de anualidades se estableci¢ de tal manera que /usted o su familia que vive aqu¡, legalmente s¢lo tiene acceso a los ingresos y /no tiene intereses en acciones (equity interest)? /~ELSE / ¨Alguna de ‚stas se estableci¢ de tal manera que usted o su familia que vive /aqu¡, legalmente s¢lo tiene acceso a los ingresos y no tiene intereses en /acciones (equity interest)? /~END /~END / / ^B J911 910 B910(0+"0")=PLEASE ENTER RESPONSE J911 916 910(A+N1) Q911UB 9 N43_1.AMOUNT OF INCOME FROM TRUST? / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= /~IF 548(1) / ¨Cu nto recibi¢ usted como ingresos de estas anualidades en 1997? /~ELSE / ¨Cu nto recibi¢ como ingresos de ‚stas ^908 en 1997? /~END /~ELSE /~IF 548(1) / ¨Cu nto recibi¢ usted o su familia que vive aqu¡ como ingresos de estas /anualidades en 1997? /~ELSE / ¨Cu nto recibi¢ usted o su familia que vive aqu¡ como ingresos de estas / ^908 en 1997? /~END /~END / / IF R GIVES A RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B IN '97 J912 911 B911(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J912 911 B911(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q912 DK. A30 DKDOL98.VQ C1 ^911 C2 3 J913 911 B912("X")=PLEASE ENTER CORRECT AMOUNT Q913B 19 N43_2.TRUSTS/ANNUITIES W/EQUITY INTEREST? /QxQ N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= /~IF 548(1) / ¨Usted tiene tambi‚n cuentas de anualidades en las que tenga intereses en /acciones (equity)? /~ELSE / ¨Usted tiene tambi‚n ^908 en las que tenga intereses en acciones (equity)? /~END /~ELSE /~IF 548(1) / ¨Usted o su familia que vive aqu¡ tiene tambi‚n cuentas de anualidades en las /que tenga intereses en acciones (equity)? /~ELSE / ¨Usted o su familia que vive aqu¡ tiene tambi‚n ^908 / en las que tenga intereses en acciones (equity)? /~END /~END / / ^B J914 913 B913(0+"0")=PLEASE ENTER RESPONSE J914 918 913(A+N1) Q914UB 9 N43_3.DOLLAR AMOUNT OF INTEREST /QxQ N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 548(1) / ¨Cu l es el valor total en d¢lares de estas anualidades? /~ELSE / ¨Cu l es el valor total en d¢lares de estos activos o bienes? /~END / / IF R GIVES A RANGE, PRESS [F9] KEY. / / / ^B J915 914 B914(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J915 914 B914(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q915 DK. A30 DKDOL98.VQ C1 ^914 C2 1 J916 914 B915("X")=PLEASE ENTER CORRECT AMOUNT J916 918 914(A) Q916UB 9 N44.VALUE OF INTEREST /QxQ N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 548(1) / ¨Cu l es el valor total de estas anualidades? /~ELSE / ¨Cu l es el valor total de estos activos o bienes? /~END / / / IF R GIVES A RANGE, PRESS [F9] KEY. / / ^B J917 916 B916(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J917 916 B916(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q917 DK. A30 DKDOL98.VQ C1 ^916 C2 1 J918 916 B917("X")=PLEASE ENTER CORRECT AMOUNT Q918MC 780 N45.INSTITUTION /QxQ N: FINANCIAL ASSETS /^C2 /~IF 548(1) / ¨Qui‚n administra estas anualidades? ¨Lo hace alguna de las instituciones que /est  en la Tarjeta de Instituciones, o los administra alg£n otro? /~ELSE / ¨Qui‚n administra estos activos o bienes? ¨Lo hace alguna de las instituciones /que est  en la Tarjeta de Instituciones, o los administra alg£n otro? /~END / IF INSTITUTIONS CARD: ¨Cu l instituci¢n(es)? /~IF M45("<") / IF "SOMEPLACE ELSE": ¨Qui‚n los administra? /~ELSE / IF "SOMEPLACE ELSE": ¨Qu‚ tipo de instituci¢n es ‚sta? /~END / / MENTIONED AT THIS POINT. Q1638S 43 G '<1/6(=M43('<1/6()+45(N"<") G '<1/6(=918('<1/6()+M43('<1/6()+45("<") Q1639U A14 1639+1X J919 919 920 M43(Q918)+45("<") Q919B / N: FINANCIAL ASSETS / / INSTITUTIONS ALREADY LISTED: / '^45M45(N"<")’31( / / ENTER NAME(S) OF NEW INSTITUTION(S): / '^E45M43(LEQ1639)+45("<")’55( / / / / / ^B C1 PRESS ENTER TO CONTINUE J920 919 BM43(Q918)+45("<")=AN INSTITUTION NAME MUST BE ENTERED! J920 920 921 918(22) Q920U N45V. / N: FINANCIAL ASSETS / / / / PLEASE SPECIFY. V M!a_! Q921B N46.HOW IS MONEY IN TRUSTS INVESTED? /QxQ N: FINANCIAL ASSETS / /~IF 548(1) / ¨C¢mo est  invertido el dinero de estas anualidades? /~ELSE / ¨C¢mo est  invertido el dinero de estas ^908? /~END / ¨La mayor parte est  en acciones, en bonos, en otros valores que ganen /intereses, o en otro tipo? / / / ^B C0 C1 STOCKS C2 BONDS/INTEREST C3 SPLIT BETWEEN STOCKS/INTEREST C4 LIFE INSURANCE/FIXED CONTRACT C5 OTHER C10 G 0/5 J922 921 B921(0+"0")=PLEASE ENTER RESPONSE J922 548 921(N5) Q922U N46A / N: FINANCIAL ASSETS / / PLEASE SPECIFY. R548 922 R1638 1639 V M!a_! Q924B 19 N47.LIFE INSURANCE? / N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / ¨Tiene usted alg£n seguro de vida? Por favor cuente las p¢lizas /individuales o de grupo, pero no los seguros contra accidentes. /~ELSE / ¨Tiene usted o alguien en su familia que vive aqu¡ alg£n seguro de vida? /Por favor cuente las p¢lizas individuales o de grupo, pero no los seguros /contra accidentes. /~END / / ^B J925 924 B924(0+"0")=PLEASE ENTER RESPONSE J925 953 924(A+N1) Q925B 19 N48.GROUP OR INDIV. TERM POLICIES? / N: FINANCIAL ASSETS / / Hay dos tipos principales de seguro de vida, la p¢liza de seguro a t‚rmino /(term policy) y la p¢liza que acumula un valor monetario. (Las p¢lizas de /seguro de vida a t‚rmino, pagan un beneficio si muere la persona asegurada, de /otra manera no tiene ning£n valor. Estas p¢lizas las ofrece a menudo un /empleador o sindicato, pero tambi‚n individuos pueden comprarlas directamente. / La p¢liza que acumula un valor monetario tambi‚n paga un beneficio /a la muerte del asegurado, pero se diferencia de la otra en que ‚sta /acumula y aumenta su valor cuando se pagan las primas. A estas p¢lizas que /acumulan un valor monetario tambi‚n se les llama "whole life" y "universal /life.") / /~IF 0A(LE1)=6AM25(N2)= / ¨Tiene usted alguna p¢liza de un seguro individual a t‚rmino? /~ELSE / ¨Tiene su familia alguna p¢liza de un seguro individual a t‚rmino? /~END / / ^B J926 925 B925(0+"0")=PLEASE ENTER RESPONSE J926 929 925(A+N1) Q926UB 9 N48_1.FACE VALUE OF POLICIES /QxQ N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / ¨Cu l es el valor actual nominal de todas las p¢lizas de seguro de vida a /t‚rmino que usted tiene? /~ELSE / ¨Cu l es el valor actual nominal de todas las p¢lizas de seguro de vida a /t‚rmino que tiene usted y su familia que vive aqu¡? /~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 J927 926 B926(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J927 926 B926(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q927 DK. A30 DKDOL98.VQ C1 ^926 C2 3 J928 926 B927("X")=PLEASE ENTER CORRECT AMOUNT Q928B 19 N48_2.HAVE WHOLE/STRAIGHT LIFE POLICIES? /QxQ N: FINANCIAL ASSETS / / ¨Tiene usted alguna p¢liza que acumule un valor monetario o de la que / pueda tomar prestado? / / IF R ASKS: ¨A estas p¢lizas a veces se les llama "whole life", "straight / life", o "universal 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 N: FINANCIAL ASSETS / / ¨Tiene usted alguna p¢liza que acumule un valor monetario o de la que pueda / tomar prestado? / / IF R ASKS: ¨A estas p¢lizas a veces se les llama "whole life", "straight / life", o "universal life" / / ^B J930 929 B929(0+"0")=PLEASE ENTER RESPONSE J930 930 931 925(2)+929(2) Q930U N49V.EXPLAIN / N: FINANCIAL ASSETS / / / PLEASE EXPLAIN TYPE OF INSURANCE. J931 951 929(A+N1) V !a_! Q931UB 9 N49_1.FACE VALUE OF POLICIES THAT BUILD UP CASH / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Cu l es el valor nominal actual de todas las p¢lizas que acumulan un valor / monetario? (THE FACE VALUE OF A POLICY IS WHAT THE POLICY WOULD PAY / IN THE EVENT OF DEATH.) / / IF R GIVES A RANGE, PRESS [F9] KEY. / / / ^B J932 931 B931(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J932 931 B931(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q932 DK. A30 DKDOL98.VQ C1 ^931 C2 3 J933 931 B932("X")=PLEASE ENTER CORRECT AMOUNT Q933UB 9 N49_2.CASH VALUE OF POLICIES /QxQ N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Cu l es el valor total en efectivo de estas p¢lizas? (THE CASH VALUE OF A / POLICY IS WHAT THE INSURANCE COMPANY WOULD PAY IF THE POLICY WERE / SURRENDERED BEFORE DEATH.) / / IF R GIVES A RANGE, PRESS [F9] KEY. / / / ^B J934 933 B933(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J934 933 B933(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q934 DK. A30 DKDOL98.VQ C1 ^933 C2 6 J935 933 B934("X")=PLEASE ENTER CORRECT AMOUNT Q935B 19 N49_3.BORROWING AGAINST POLICIES? / N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / ¨Usted est  tomando prestado de estas p¢lizas? /~ELSE / ¨Usted o su familia est  tomando prestado de estas p¢lizas? /~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 / N: FINANCIAL ASSETS / / ¨El valor en efectivo que acaba usted de darme es el valor neto en /efectivo, es decir, es el valor total en efectivo menos el pr‚stamo, o / es el valor monetario bruto? / / ^B C0 C1 Neto C2 Bruto J937 936 B936(0+"0")=PLEASE ENTER RESPONSE Q937B 19 N49_5.RECORD LOANS EARLIER? / N: FINANCIAL ASSETS / / ¨Ya anot‚ estos pr‚stamos en alg£n momento anterior de la entrevista? / / / ^B J938 937 B937(0+"0")=PLEASE ENTER RESPONSE J938 940 937(A+N1) Q938B 507 N49_6.WHERE? / N: FINANCIAL ASSETS / / ¨En qu‚ parte me habl¢ usted de estos pr‚stamos? / / ^B J939 938 B938(0+"0")=PLEASE ENTER RESPONSE J939 940 938(N7) Q939U N49_6V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. J940 947 937(1) V M!a_! Q940UB 9 N49_7.AMOUNT CURRENTLY BORROWED / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨De cu nto es el pr‚stamo actual? / / IF R GIVES A RANGE, PRESS [F9] KEY. / / ^B J941 940 B940(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J941 940 B940(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q941 DK. A30 DKDOL98.VQ C1 ^940 C2 6 J942 940 B941("X")=PLEASE ENTER CORRECT AMOUNT J942 940 B936(1)+934(G0)+940(GQ934)=AMOUNT MUST BE LESS THAN THE / TOTAL CASH VALUE OF THE POLICIES ($^934) Q942UB 6 N49_8.AMOUNT OF TYPICAL PAYMENTS / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / Por lo com£n, ¨de cu nto son los pagos por estos pr‚stamos? / / IF R GIVES A RANGE, PRESS [F9] KEY. / IF NO TYPICAL PAYMENTS, PRESS [F6]. / / / ^B J943 942 B942(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J943 946 942(0+"0").942("NT") J943 942 B942(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range,NT",0/999999) Q943 DK. A30 DKDOL98.VQ C1 ^942 C2 8 J944 945 B943("X")=PLEASE ENTER CORRECT AMOUNT J944 946 943(0) Q944B N49_8F.FREQUENCY OF TYPICAL PAYMENTS / N: FINANCIAL ASSETS / / / ¨Y cada cu nto se paga esa cantidad? / / ^B C0 /12 102 0 G 0,2/4,12,5,11,6,7 J945 944 B944(0+"0")=PLEASE ENTER RESPONSE J945 946 944(N7) Q945U N49_8V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! Q946UB 5 N49_9.ANNUAL RATE OF INTEREST / N: FINANCIAL ASSETS / / ¨Qu‚ tasa de inter‚s anual se est  cobrando actualmente sobre estos / pr‚stamos? / / / ^B V !.U__.__%!(0/100){Nn\.nn} Q947UB 7 N49_10.AMOUNT OF PAYMENTS FOR POLICIES / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨De cu nto son las primas de estas p¢lizas que acumulan valor / monetario? / / IF R GIVES A RANGE, PRESS [F9] KEY. / IF NO TYPICAL PREMIUMS, PRESS [F6]. / / / ^B J948 947 B947(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J948 951 947(0+"0").947("NT") J948 947 B947(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range,NT",0/9999999) Q948 DK. A30 DKDOL98.VQ C1 ^947 C2 8 J951 947 B948("X")=PLEASE ENTER CORRECT AMOUNT J949 951 948(0) Q949B N49_10F.FREQUENCY OF PAYMENTS / N: FINANCIAL ASSETS / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED. / / ¨Y cada cu nto se paga esa cantidad? / / ^B C0 /12 102 0 G 0,2/4,12,5,11,6,7 J950 949 B949(0+"0")=PLEASE ENTER RESPONSE J950 951 949(N7) Q950U N49_10V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. J951 953 947(A) J951 951 953 924(1)+((925(2.K3)+929(2.K3)).(925(1)+929(K3))) V M!a_! Q951UB 9 N50.FACE VALUE OF LIFE INSURANCE / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= /~IF 925(1) / Adem s de este seguro a t‚rmino, ¨cu l es el valor nominal actual de todos / los seguros de vida que tiene usted? /~ELSE / ¨Cu l es valor nominal actual de todos los seguros de vida que tiene usted? /~END /~ELSE /~IF 925(1) / Adem s de este seguro a t‚rmino, ¨cu l es el valor nominal actual de todos / los seguros de vida que tiene usted y su familia que vive aqu¡? /~ELSE / ¨Cu l es el valor nominal actual de todos los seguros de vida que tiene /usted y su familia que vive aqu¡? /~END /~END / / IF R GIVES A RANGE, PRESS [F9] KEY. / / ^B J952 951 B951(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J952 951 B951(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q952 DK. A30 DKDOL98.VQ C1 ^951 C2 3 J953 951 B952("X")=PLEASE ENTER CORRECT AMOUNT Q953B 19 N51.OWED MONEY BY FRIENDS/OTHERS? /QxQ N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / Hemos hablado de varios tipos de ahorros, inversiones y pr‚stamos. Adem s / de lo que ya he anotado, ¨a usted le deben alg£n dinero amigos, parientes, / empresas u otras personas? /~ELSE / Hemos hablado de varios tipos de ahorros, inversiones y pr‚stamos. Adem s / de lo que ya he anotado, ¨a usted o a alguien en su familia que vive aqu¡ le /deben alg£n dinero amigos, parientes que no est n enumerados en la tarjeta, / empresas u otras personas? /~END / (WE DO NOT WANT TO INCLUDE LOANS BETWEEN FINANCIALLY DEPENDENT FAMILY / MEMBERS.) / / ^B J954 953 B953(0+"0")=PLEASE ENTER RESPONSE J954 956 953(A+N1) Q954UB 9 N51_1.AMOUNT OWED / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / En total, ¨cu nto le deben? / / IF R GIVES A RANGE, PRESS [F9] KEY. / / / ^B J955 954 B954(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J955 954 B954(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q955 DK. A30 DKDOL98.VQ C1 ^954 C2 6 J956 954 B955("X")=PLEASE ENTER CORRECT AMOUNT Q956B 19 N52.OTHER ASSETS? / N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / Adem s de los activos de pensiones, ¨usted tiene alg£n otro activo / significativo que yo no haya anotado todav¡a? Por ejemplo obras de arte, / metales preciosos, antiguedades, arrendamiento de explotaci¢n de gas y / petr¢leo, contratos a futuro, ingresos futuros por alg£n juicio o herencia / pendiente, regal¡as o algo m s? / (DO NOT INCLUDE PENSION-TYPE OR EMPLOYER PROFIT-SHARING ACCOUNTS HERE.) /~ELSE / Adem s de los activos de pensiones, ¨usted o alguien en su familia que vive / aqu¡, tiene alg£n otro activo significativo que yo no haya anotado todav¡a? / Por ejemplo obras de arte, / metales preciosos, antiguedades, arrendamiento de explotaci¢n de gas y / petr¢leo, contratos a futuro, ingresos futuros por alg£n juicio o herencia / pendiente, regal¡as o algo m s? (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? /QxQ N: FINANCIAL ASSETS / /~IF 957(1) / ¨En cu nto al activo de mayor valor... ¨Qu‚ tipo de activo es? /~ELSE / ¨Qu‚ tipo de activo es? /~END / / GROUP SIMILAR ITEMS TOGETHER J959 960 958(N99) V !a_! Q959U N52_1V. / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! Q960UB 8 N52_2.VALUE HAVE IN ASSET / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / ¨Cu l es el valor total en d¢lares que tiene usted en / ese activo? IF R GIVES A RANGE, PRESS [F9] KEY. /~ELSE / ¨Cu l es el valor total en d¢lares que tiene usted y su familia que vive / aqu¡ en ese activo? IF R GIVES A RANGE, PRESS [F9] KEY. /~END / / / ^B J961 960 B960(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J961 960 B960(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q961 DK. A30 DKDOL98.VQ C1 ^960 C2 6 J962 960 B961("X")=PLEASE ENTER CORRECT AMOUNT J962 963 957(3) Q962B 19 N52_3.ANY OTHER ASSETS? / N: FINANCIAL ASSETS / / ¨Tiene usted alg£n otro activo significativo de ese tipo? / / ^B J957 962 B962(0+"0")=PLEASE ENTER RESPONSE J957 963 962(2.K2.K3) R957 962 Q963B 19 N53.OWE ANY OTHER MONEY? / N: FINANCIAL ASSETS / /~IF 0A(LE1)=6AM25(N2)= / ¨Debe usted alguna suma de dinero que yo no haya anotado antes?(WE DO NOT /WANT TO / INCLUDE LOANS BETWEEN FINANCIALLY DEPENDENT FAMILY MEMBERS.) /~ELSE / ¨Debe usted o alguien en su familia que vive aqu¡ alguna suma de dinero que /yo no haya anotado antes?(WE DO NOT WANT TO INCLUDE LOANS BETWEEN FINANCIALLY /DEPENDENT FAMILY MEMBERS.) /~END / / ^B J964 963 B963(0+"0")=PLEASE ENTER RESPONSE J964 967 963(A+N1) Q964UB 9 N53_1. AMOUNT OWED / N: FINANCIAL ASSETS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / ¨Cu nto se debe todav¡a? IF R GIVES A RANGE, PRESS [F9] KEY. / / / ^B J965 964 B964(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J965 964 B964(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q965 DK. A30 DKDOL98.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? / N: FINANCIAL ASSETS / / Si piensa en todas las cuentas de las que ya hemos hablado, ¨alguna de las / cuentas de las que me habl¢ est  en moneda extranjera (no en d¢lares)? / / ^B J968 967 B967(0+"0")=PLEASE ENTER RESPONSE Q968S C1 ^45M43(1)= C2 ^45M43(2)= C3 ^45M43(3)= C4 ^45M43(4)= C5 ^45M43(5)= C6 ^45M43(6)= G '<1/6(=M43('<1/6()+45(N"<") J969 968 M47(Q968)+48(A)=::Þ: Q969B 48 A6B. /QxQ N: FINANCIAL ASSETS / ^968 / (SHOW CARD 3) /~IF 969(0+NK2+NK3) / Ahora necesito un poco m s de informaci¢n sobre las instituciones que hemos / a¤adido a la tarjeta desde que empezamos la entrevista. /~END / / About ^968, / ¨Qu‚ tipo de instituci¢n ‚s esa? (¨Es un banco comercial, una instituci¢n / de ahorro y pr‚stamos o un banco de ahorros, una cooperativa de cr‚dito, /una compa¤¡a de financiamiento o pr‚stamos, un agente de bolsa, o de qu‚ /tipo?) / / / ^B J970 969 B969(0+"0")=PLEASE ENTER RESPONSE J970 971 969(N22) Q970U A6BV.SPECIFY / N: FINANCIAL ASSETS / / PLEASE SPECIFY. V M!a_! Q971MC 50 A7B. /QxQ N: FINANCIAL ASSETS /^968 / (SHOW CARD 4) /~IF 0A(LE1)=6AM25(N2)= / ¨Cu l es la manera principal en que usted hace transacciones con esta / instituci¢n [-con cheques, por ATM (cajero autom tico), en persona, por /correo, por tel‚fono: hablando con una persona o usando el servicio de tel‚fono /de marcado a presi¢n ("touchtone phone"), depositando o sacando dinero /directamente, por computadora / o servicio "online", por medio de otra transferencia electr¢nica, o de alg£n / otro modo]? (Por favor empiece con la manera m s importante.) /~ELSE / ¨Cu l es la manera principal en que su familia hace transacciones con esta / instituci¢n [-con cheques, por ATM (cajero autom tico), en persona, por /correo, por tel‚fono: hablando con una persona o usando el servicio de tel‚fono /de marcado a presi¢n, depositando o sacando dinero directamente, por /computadora o servicio "online", por medio de otra transferencia electr¢nica, o /de alg£n otro modo]? (Por favor empiece con la manera m s importante.) /~END J972 972 973 971(11) Q972U A7BV.SPECIFY / N: FINANCIAL ASSETS / / PLEASESPECIFY. V M!a_! Q973B 52 A8B. /QxQ N: FINANCIAL ASSETS /^968 / ¨M s o menos, a cu ntas millas est  la oficina o el ATM (cajero autom tico) / de esta instituci¢n de la casa o lugar de trabajo de la persona que lo usa / con mayor frecuencia? / HOME OR WORKPLACE. / / ^B / / ENTER MILES: ^B / / ^B 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 Q1588U MOVE A6 A34 969 48 M47(Q968)= Q1589U MOVE A6V A34 970 49 M47(Q968)= Q1590U MOVE A7 A34 971 50 M47(Q968)= Q1591U MOVE A7V A34 972 51 M47(Q968)= Q1592U MOVE A8 A34 973 52 M47(Q968)= Q1593U MOVE A8 A34 974 53 M47(Q968)= Q1627U A38 54 M47(Q968)=1 Q1594U A38 55 M47(Q968)=2 R968 1594 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? / R: WORK AND PENSIONS /~IF 976(2) / EMPLOYMENT INFORMATION FROM (HIM/HER) DIRECTLY. /~END / / 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 usted C2 su esposa C3 su esposo C4 su pareja C5 su/ de usted C6 de su esposa C7 de su esposo C8 de su pareja C9 usted C10 su esposa C11 su esposo C12 su pareja C13 Est  usted C14 Est  ella C15 Est  ‚l C16 usted est /es C17 ella est /es C18 ‚l est /es C19 usted estaba/era C20 ella estaba/era C21 ‚l estaba/era C22 Usted C23 Ella C24 El C25 usted C26 ella C27 ‚l C28 usted hace C29 ella hace C30 ‚l hace C31 usted ha C32 ella ha C33 ‚l ha C34 estaba/era usted C35 estaba/era ella C36 estaba/era ‚l C37 est /es usted C38 est /es ella C39 est /es ‚l C40 su/de usted C41 su/de ella C42 su/de ‚l C43 usted C44 ella C45 ‚l C46 usted mismo C47 ella misma C48 ‚l mismo C49 usted C50 ella C51 ‚l 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 / R: WORK AND PENSIONS / (SHOW CARD 17) / Nos interesa (su/la) situaci¢n laboral actual [de su /(esposa/esposo/pareja)]. ¨(Est  usted/Est  ella/Est  ‚l) trabajando ahora, /temporalmente en "layoff", desempleado(a) y buscando empleo, de licencia por /enfermedad, incapacitado(a) y sin poder tabajar, jubilado(a), es estudiante, se /encarga de su casa o est  en otra situaci¢n? C1 WORKING NOW/ON VACATION/ON STRIKE C2 TEMPORARILY LAID OFF C3 UNEMPLOYED AND LOOKING FOR WORK C4 ON SICK LEAVE OR MATERNITY LEAVE C5 DISABLED C6 RETIRED C7 STUDENT C8 HOMEMAKER C9 OTHER C10 G 1/9 J980 979 B979(0+"0")=PLEASE ENTER RESPONSE J980 980 981 979(9) Q980U R1V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. J981 985 979(5.6) J981 1604 979(1) J981 981 984 979(2.4) V M!a_! Q981B 19 R1_1. EXPECT TO GO BACK TO JOB / R: WORK AND PENSIONS / / ¨Piensa (usted/ella/‚l) volver a este empleo? / / / ^B J982 984 981(2.K2.K3) J982 981 B981(0+"0")=PLEASE ENTER RESPONSE Q982UB 2 R1_2. WHEN LAST WORK - MONTH / R: WORK AND PENSIONS / / ¨Cu ndo trabaj¢ (usted/ella/‚l) por £ltima vez en este empleo? / / / 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 J984 1604 982(A)+983(A) V (1985/1998,U0/1984){NNNN} Q984B 19 R1_3. DOING ANY WORK /QxQ R: WORK AND PENSIONS / / ¨(Est  usted/Est  ella/Est  ‚l) haciendo alg£n tipo de trabajo pagado /actualmente? /^C1 / / ^B J985 1604 984(1) J985 1230 984(2.K2.K3) J985 984 B984(0+"0")=PLEASE ENTER RESPONSE Q985B R1_4. / R: WORK AND PENSIONS / /~IF 979(5) / ¨Cu ndo qued¢ incapacitado(a) (usted/su esposa/su esposo/su pareja)? /~ELSE / ¨Cu ndo se jubil¢ (usted/su esposa/su esposo/su pareja)? /~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 / R: WORK AND PENSIONS / / ^B / YEAR J987 988 985(N2) V (1950/1998,U1900/1949){NNNN} Q987UB 2 R1_4AGE. / R: WORK AND PENSIONS / / AT AGE: ^B 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) V (10/99){NN} Q988UB 2 R1_4YRS. / R: WORK AND PENSIONS / / ^B YEARS AGO 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! V (0/99){Nn} Q989B 19 R1_5. DOING ANY WORK /QxQ R: WORK AND PENSIONS / / / ¨(Est  usted/Est  ella/Est  ‚l) haciendo alg£n tipo de trabajo pagado /actualmente? /^C1 / / ^B J1604 1230 989(2) J1604 989 B989(0+"0")=PLEASE ENTER RESPONSE J1604 1605 979(3)=:1: Q1604B / R: WORK AND PENSIONS / / En alg£n momento durante los £ltimos doce meses, ¨estuvo (usted/ella/‚l) / desempleado(a) y buscando trabajo? / / ^B C0 C1 YES C2 NO J1605 1604 B1604(0+"0")=PLEASE ENTER RESPONSE J1605 990 1604(N1) Q1605UB 2 / R: WORK AND PENSIONS / /~IF 979(3) / Durante los £ltimos 12 meses, ¨cu ntas semanas en total estuvo /(usted/ella/‚l) desempleado(a) /~ELSE / Durante este per¡odo, ¨cu ntas semanas en total estuvo (usted/ella/‚l) /desempleado(a) /~END / y buscando trabajo? / / ^B WEEKS V (1/52){Nn} Q990B R2. ABOUT MAIN JOB / R: WORK AND PENSIONS / / / Las siguientes son preguntas sobre (su/el) principal empleo actual (de /usted/de su esposa/de su esposo/de su pareja). ¨Trabaja (usted/ella/‚l) para /alguien, trabaja por su cuenta o cu l es su situaci¢n? / / IF R SAYS "I RUN MY OWN BUSINESS", CODE AS SELF-EMPLOYED /^C1 / / ^B C0 C1 Para alguien C2 Por cuenta propia C3 PARTNERSHIP C4 Otro J991 994 990(1.K2.K3) J991 1014 990(2/3) J991 990 B990(0+"0")=PLEASE ENTER RESPONSE Q991U R2V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. J994 1014 991(A) V M!a_! Q994U R5. WHAT KIND OF BUSINESS /QxQ R: WORK AND PENSIONS / / / ¨En qu‚ tipo de negocio o industria trabaja (usted/su esposa/su esposo/su /pareja) -- es decir, qu‚ hacen o fabrican en donde (usted/ella/‚l) trabaja? V M!a_! Q992U R3. OFFICIAL JOB TITLE / R: WORK AND PENSIONS / / / ¨Cu l es el t¡tulo oficial del empleo de (usted/su esposa/su esposo/ su /pareja)? / (El t¡tulo que usa su empleador?) V M!a_! Q993U R4. WHAT DO YOU DO /QxQ R: WORK AND PENSIONS / / / ¨Qu‚ tipo de trabajo hace (usted/ella/‚l) en su empleo? / (H bleme un poco m s de lo que hace.) V M!a_! Q995UB 3 R6. HOW MANY HOURS /QxQ R: WORK AND PENSIONS / / / ¨Cu ntas horas trabaja (usted/ella/‚l) en su empleo principal en una / semana normal? / / NUMBER OF HOURS: ^B V (1/84,U85/168){Nnn} Q996UB 2 R7. HOW MANY WEEKS /QxQ R: WORK AND PENSIONS / / / Contando las semanas de vacaciones pagadas como semanas de trabajo, / ¨cu ntas semanas trabaja (usted/su esposa/su esposo/su pareja) en este /empleo durante un a¤o normal? / / ^B # WEEKS V (1/52){Nn} Q997UB 11 R8. EARN BEFORE TAXES /QxQ R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / ¨M s menos cu nto gana (usted/ella/‚l) antes de los impuestos, en su / empleo principal? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J998 997 B997(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS /[F2] AGAIN AND DELETE COMMENT! J998 1001 997(0+"0") J998 997 B997(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.__!("range",0/1000000000) Q998 DK. A30 DKDOL98.VQ C1 ^997 C2 5 J999 997 B998("X")=PLEASE ENTER CORRECT AMOUNT J999 1000 998(0) Q999B R8F. HOUR, DAY, WEEK... / R: WORK AND PENSIONS / / / ¨Y cada cuanto recibe esa cantidad? / / ^B C0 C1 D¡a C2 Semana C3 Cada dos semanas C4 Mes C5 Trimestre C6 A¤o C7 Otro C8 Suma total/un pago solamente C11 Dos veces al a¤o C12 Cada dos meses C14 Por pieza/trabajo C18 Hora G 0,18,1/6,8,11/12,14,7 J1000 999 B999(0+"0")=PLEASE ENTER RESPONSE J1000 1001 999(N7) Q1000U R8V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. J1001 1001 1612 999(14) V M!a_! Q1001UB 11 R8_1. EARN IN PAST YEAR / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / / / ¨Cu nto gan¢ (usted/su esposa/su esposo/su pareja) el a¤o pasado? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1002 1001 B1001(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1002 1612 1001(0+"0").1001(K1) J1002 1001 B1001(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.__!("range",0/1000000000) Q1002 DK. A30 DKDOL98.VQ C1 ^1001 C2 5 J1612 1001 B1002("X")=PLEASE ENTER CORRECT AMOUNT Q1612B /QxQ R: WORK AND PENSIONS / / Algunos empleadores ofrecen a sus empleados opciones financieras que pueden /usarse para m s tarde comprar acciones en la compa¤¡a. Durante el a¤o pasado, /¨el empleador actual (de usted/de su esposa/de su esposo/de su pareja), le ha /proporcionado alguna de estas opciones, ya sea como parte de su compensaci¢n o /como alg£n bono? / / / DO NOT INCLUDE DIRECT TRANSFERS OF STOCK, OR PENSION ARRANGEMENTS / / ^B C0 C1 YES C2 NO Q1003B R9. HOW MANY EMPLOYEES / R: WORK AND PENSIONS / / / ¨M s o menos cu ntos empleados trabajan en ‚sta compa¤¡a u organizaci¢n, / contando todos sus establecimientos? (¨Son menos de 10, de 10 a 19, de 20 a / 99, de 100 a 499, o 500 o m s?) / /^C1 / / ^B C0 C1 Menos de 10 C2 de 10 a 19 C3 de 20 a 99 C4 de 100 a 499 C5 500 o MORE J1005 1003 B1003(0+"0")=PLEASE ENTER RESPONSE Q1004B R10.YEARS/AGE/YEAR /QxQ R: WORK AND PENSIONS / / / ¨Cu ntos a¤os en total ha trabajado (usted/ella/‚l) para este empleador? / (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 / R: WORK AND PENSIONS / / NUMBER OF YEARS: ^B 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) V (0/50,U51/99){Nn} Q1006UB 2 R10AGE.SINCE AGE / R: WORK AND PENSIONS / / SINCE AGE: ^B 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) V (15/99){Nn} Q1007UB 4 R10YR. SINCE WHAT YEAR / R: WORK AND PENSIONS / / SINCE YEAR: ^B V (1920/1998,U1890/1919){NNNN} Q1008B R11.YEARS/AGE/YEAR / R: WORK AND PENSIONS / / ¨Cu ntos a¤os piensa (usted/ella/‚l) seguir trabajando para / este empleador? (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 / R: WORK AND PENSIONS / / NUMBER OF YEARS: ^B J1010 1584 1008(N2) V (0/50,U51/99){Nn} Q1010UB 2 R11AGE. UNTIL AGE / R: WORK AND PENSIONS / / UNTIL AGE: ^B 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) V (18/70,U71/99){NN} Q1584UB 4 R11YR. UNTIL YEAR / R: WORK AND PENSIONS / / UNTIL YEAR: ^B V (1998/2050){NNNN} Q1011B 19 R12. UNION CONTRACT /QxQ R: WORK AND PENSIONS / / / ¨Est  (usted/ella/‚l) protegido(a) en este empleo por un contrato sindical / o de asociaci¢n de empleados? /^C1 / / ^B J1012 1011 B1011(0+"0")=PLEASE ENTER RESPONSE Q1012B 19 R13. INSURANCE IF DISABLED / R: WORK AND PENSIONS / / / Aparte del seguro social, ¨tiene (usted/ella/‚l) alg£n tipo de seguro / que le ayudar¡a a obtener ingresos si quedara incapacitado(a)? /^C1 / / ^B J1014 1012 B1012(0+"0")=PLEASE ENTER RESPONSE J1014 1039 1012(A) Q1014U R14_1. WHAT INDUSTRY WORK IN /QxQ R: WORK AND PENSIONS / / / / ¨En qu‚ tipo de industria trabaja (usted/ella/‚l)? / Es decir, ¨qu‚ hacen o fabrican? / (¨En qu‚ industria trabaja (usted/ella/‚l) por lo com£n?) V M!a_! Q1013U R14. WHAT SORT OF WORK /QxQ R: WORK AND PENSIONS / / / / ¨Qu‚ tipo de trabajo hace (usted/su esposa/su esposo/su pareja)? / (H bleme un poco m s de lo que hace.) V M!a_! Q1015UB 3 R14_2. HOURS IN NORMAL WEEK /QxQ R: WORK AND PENSIONS / / / ¨Cu ntas horas trabaja (usted/su esposa/su esposo/su pareja) por cuenta / propia en este negocio en una semana normal? / / NUMBER OF HOURS: ^B V (1/84,U85/168){Nnn} Q1016UB 2 R14_3. HOW MANY WEEKS /QxQ R: WORK AND PENSIONS / / / Contando las semanas de vacaciones pagadas como semanas de trabajo, ¨cu ntas /semanas al a¤o trabaja (usted/ella/‚l) en este empleo? / / ^B NUMBER OF WEEKS V (1/52){Nn} Q1017B R14_4. YEARS/AGE/YEAR / R: WORK AND PENSIONS / / ¨Cu ntos a¤os ha trabajado (usted/ella/‚l) por cuenta propia / en este negocio)? / / 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 / R: WORK AND PENSIONS / / NUMBER OF YEARS: ^B 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) V (0/50,U51/99){Nn} Q1019UB 2 R14_4AGE.SINCE AGE / R: WORK AND PENSIONS / / SINCE AGE: ^B 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) V (10/99){NN} Q1020UB 4 R14_4YR. SINCE WHAT YEAR / R: WORK AND PENSIONS / / SINCE YEAR: ^B V (1920/1998,U1890/1919){NNNN} Q1021B R14_5. YEARS/AGE/YEAR / R: WORK AND PENSIONS / / M s o menos, ¨cu ntos a¤os piensa (usted/su esposa/su esposo/su pareja) /seguir trabajando por cuenta propia en este negocio? / / 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 / R: WORK AND PENSIONS / / NUMBER OF YEARS: ^B J1023 1024 1021(N2) V (0/50,U51/99){Nn} Q1023UB 2 R14_5AGE.UNTIL AGE / R: WORK AND PENSIONS / / UNTIL AGE: ^B 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) V (5/99){Nn} Q1024UB 4 R14_5YR. UNTIL YEAR / R: WORK AND PENSIONS / / UNTIL YEAR: ^B V (1998/2050){NNNN} Q1025B 19 R14_6. HOW PAID / R: WORK AND PENSIONS / / / ¨C¢mo le pagan? ¨Recibe (usted/ella/‚l) un sueldo o salario regular? /^C1 / / ^B J1026 1030 1025(2.K2.K3) J1026 1025 B1025(0+"0")=PLEASE ENTER RESPONSE Q1026UB 10 R14_7. EARN BEFORE TAXES /QxQ R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / ¨Qu‚ sueldo o salario le pagan antes de los impuestos? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1027 1026 B1026(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1027 1028 1026(0+"0").1026(K1) J1027 1026 B1026(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.__!("range",0/100000000) Q1027 DK. A30 DKDOL98.VQ C1 ^1026 C2 5 J1028 1026 B1027("X")=PLEASE ENTER CORRECT AMOUNT J1028 1029 1027(0) Q1028B 999 R14_7F.FREQUENCY OF PAY / R: WORK AND PENSIONS / / / ¨Cada cu nto recibe esta cantidad? / / ^B J1029 1028 B1028(0+"0")=PLEASE ENTER RESPONSE J1029 1030 1028(N7) Q1029U R14_7V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1030B 19 R14_8. PORTION OF NET EARNINGS /QxQ R: WORK AND PENSIONS / / /~IF 1025(1) / ¨Recibe (usted/ella/‚l) tambi‚n una porci¢n de las ganancias netas o / alg£n otro tipo de ingresos? /~ELSE / ¨Recibe (usted/ella/‚l) una porci¢n de las ganancias netas o / alg£n otro tipo de ingresos? /~END /^C1 / / ^B J1031 1035 1030(2.K2.K3) J1031 1030 B1030(0+"0")=PLEASE ENTER RESPONSE Q1031UB 10 R14_9. EARN BEFORE TAXES / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 1025(1) / Adem s del salario regular, ¨cu nto recibe (usted/ella/‚l) personalmente / del negocio antes de los impuestos? /~ELSE / ¨Cu nto recibe (usted/ella/‚l) personalmente / del negocio antes de los impuestos? /~END / (¨Cu nto obtuvo en 1997?) / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1032 1031 B1031(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1032 1033 1031(0+"0") J1032 1031 B1031(NL0)+1031(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.__!("range",-9999999/100000000) Q1032 DK. A30 DKDOL98.VQ C1 ^1031 C2 3 J1033 1031 B1032("X")=PLEASE ENTER CORRECT AMOUNT J1033 1034 1032(0) Q1033B 999 R14_9.FREQUENCY OF EARNINGS / R: WORK AND PENSIONS / / / ¨Y cada cuanto recibe esa cantidad? / / ^B J1034 1033 B1033(0+"0")=PLEASE ENTER RESPONSE J1034 1035 1033(N7) Q1034U R14_9V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1035B R14_10. NUMBER OF EMPLOYEES / R: WORK AND PENSIONS / / / ¨M s o menos cu ntos empleados trabajan en esta empresa u organizaci¢n, / contando todos sus establecimientos)? (¨Son menos de 10, de 10 a 19, de 20 / a 99, de 100 a 499, o 500 o m s?) /^C1 / / ^B C0 C1 Menos de 10 C2 de 10 a 19 C3 de 20 a 99 C4 de 100 a 499 C5 500 o MORE J1036 1035 B1035(0+"0")=PLEASE ENTER RESPONSE Q1036B 19 R14_11. UNION CONTRACT? /QxQ R: WORK AND PENSIONS / / / ¨Est  (usted/ella/‚l) protegido(a) en este empleo por un contrato sindical / o de asociaci¢n de empleados? /^C1 / / ^B J1037 1036 B1036(0+"0")=PLEASE ENTER RESPONSE Q1037B 19 R14_12. INSURANCE IF DISABLED? / R: WORK AND PENSIONS / / / Adem s del seguro social, ¨tiene (usted/ella/‚l) alg£n tipo de seguro / que le ayudar¡a a obtener ingresos si quedara incapacitado(a)? /^C1 / / ^B J1038 1037 B1037(0+"0")=PLEASE ENTER RESPONSE Q1038B 19 R14_13. INCLUDED IN PENSION PLANS? /QxQ R: WORK AND PENSIONS / / / Sin tomar en cuenta planes IRA o KEOGH, ¨est  (usted/ella/‚l) incluido / en alg£n plan de pensiones o en alg£n plan de ahorros con impuestos / diferidos a trav‚s de su trabajo/el negocio? /^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 R: WORK AND PENSIONS / Muchos empleadores tiene planes de pensi¢n, y algunos proporcionan planes / con impuestos diferidos tales como planes de ahorro, 401Ks, de distribuci¢n /de utilidades o de participaci¢n en acciones. Algunos planes abarcan / empleos m£ltiples, tales como los planes TIAA-CREF, sindicales, etc. / ¨Est  (usted/ella/‚l) en alg£n plan de pensi¢n o jubilaci¢n, o en alg£n / plan de ahorros con impuestos diferidos relacionados con el empleo del / que acaba de hablarme? (DO NOT INCLUDE SOCIAL SECURITY.) / / / "Ya hablamos de ‚stos antes en la entrevista. Aqu¡, s¢lo le pido / informaci¢n sobre otros planes que funcionan a trav‚s del empleador (de /usted/de su esposa/de su esposo/de su pareja)." /^C1 / / ^B J1040 1046 1039(1) J1040 1039 B1039(0+"0")=PLEASE ENTER RESPONSE Q1040B 19 R16. EMPLOYER OFFER PLANS? / R: WORK AND PENSIONS / / / ¨Ofrece su empleador alg£n plan de ese tipo? /^C1 / / ^B J1041 1135 1040(2.K2.K3) J1041 1040 B1040(0+"0")=PLEASE ENTER RESPONSE Q1041B 19 R16_1. ELIGIBLE FOR PLANS? / R: WORK AND PENSIONS / / / ¨Cumple (usted/ella/‚l) los requisitos para participar en alguno de estos /planes? /^C1 / / ^B J1042 1044 1041(2.K2.K3) J1042 1041 B1041(0+"0")=PLEASE ENTER RESPONSE Q1042MC R16_2. WHAT KINDS OF PLANS? / R: WORK AND PENSIONS / / / ¨Qu‚ tipo de planes son esos? (CHECK ALL THAT APPLY) C1 401K/403B C2 Ahorros C3 Distribuci¢n de utilidades C4 Anualidad con impuesto diferido C5 Otro C10 G 1/5 J1043 1042 B1042(0+"0")=PLEASE ENTER RESPONSE J1043 1043 1135 1042(5) Q1043U R16_2V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. J1044 1134 1043(A) V M!a_! Q1044B R16_3. WILL YOU BE ELIGIBLE? / R: WORK AND PENSIONS / / / ¨Podr  participar si (usted/ella/‚l) sigue trabajando para este / empleador? /^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 / R: WORK AND PENSIONS / / /PLEASE SPECIFY. J1046 1135 1045(A) V M!a_! Q1046UB 2 R17.NUMBER OF PLANS / R: WORK AND PENSIONS / / / ¨En cu ntos planes distintos de este tipo participa (usted/ella/‚l) / a trav‚s de este empleo? /^C1 / / NUMBER OF PLANS: ^B V (1/10,U11/99){Nn} Q1047B 19 R17_1. CURRENTLY RECEIVING PAYMENTS /QxQ R: WORK AND PENSIONS / / / ¨Est  (usted/ella/‚l) recibiendo actualmente pagos por jubilaci¢n / de alg£n plan de pensi¢n por este empleo? /^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 / R: WORK AND PENSIONS / / / M s adelante voy a preguntarle acerca de esos pagos. / ¨Hay alg£n plan de jubilaci¢n o de ahorro en este empleo del / cual (usted/ella/‚l) todav¡a no est‚ recibiendo pagos de beneficio? /^C1 / / ^B J1049 1134 1048(2.K2.K3) J1049 1048 B1048(0+"0")=PLEASE ENTER RESPONSE J1049 1050 1047(2.K2.K3)+1046(K2)=:Ñ: J1049 1050 1047(2.K2.K3)+1046(K3)=:Ò: J1049 1050 1047(2.K2.K3)=:/^1046: Q1049UB 3 R17_3. NUMBER OF PLANS / R: WORK AND PENSIONS / / / ¨Cu ntos planes de ese tipo tiene (usted/su esposa/su esposo/su pareja)? /^C1 / / ^B NUMBER OF PLANS 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) V (1/10,U11/999){Nnn} Q1050S TYPE OF PLAN STEP-THROUGH C1 1 C2 2 C3 3 Q1051B R19. TYPE OF PLAN /QxQ R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / /~IF 1049(1)+1050(1) / Este plan es un plan de pensi¢n o jubilaci•n, o alg£n tipo de plan de /ahorro con impuestos diferidos o algo parecido? /~ELSE /~IF 1050(1) / En cuanto al m s importante de estos planes, ¨es un plan de pensi¢n o /~ELSE / En cuanto al siguiente m s importante de estos planes, ¨es un plan de /pensi¢n o /~END / es alg£n tipo de plan de ahorro con impuestos diferidos? /~END / / / / ^B C0 C1 Pensi¢n o jubilaci¢n C2 Ahorros con impuestos diferidos 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 / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / /PLEASE SPECIFY. V M!a_! Q1053B R20. FORMULA OR ACCOUNT PLAN /QxQ R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / (SHOW CARD 18) / / Me gustar¡a saber qu‚ tipo general de plan es ‚ste. En los planes de /jubilaci¢n o pensi¢n m s comunes, el beneficio de jubilaci¢n mensual que se /paga se basa generalmente en una f¢rmula que toma en cuenta edad, a¤os de /servicio y salario. En otros planes, el dinero se va acumulando en una /cuenta a su nombre hasta que (usted/ella/‚l) se jubila. ¨Este plan es como /un plan de f¢rmula o un plan de cuenta? / /^C1 / / ^B C0 C1 FORMULA PLAN C2 ACCOUNT PLAN C3 COMBINATION OF BOTH TYPES J1054 1057 1053(1.K2.K3) J1054 1087 1053(2) J1054 1053 B1053(0+"0")=PLEASE ENTER RESPONSE Q1054UB 9 R21. AMOUNT ACCUMULATED / R: WORK AND PENSIONS / 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 / / / / En la parte del plan (de usted/de su esposa/de su esposo/de su pareja) en que /el dinero se acumula en una cuenta, ¨cu nto dinero hay en la cuenta? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1055 1054 B1054(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1055 1054 B1054(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q1055 DK. A30 DKDOL98.VQ C1 ^1054 C2 6 J1056 1054 B1055("X")=PLEASE ENTER CORRECT AMOUNT Q1056B 19 R21_05. CAN YOU BORROW AGAINST ACCOUNT? / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / / ¨Puede (usted/ella/‚l) tomar prestado dinero de esa cuenta? /^C1 / / ^B J1057 1056 B1056(0+"0")=PLEASE ENTER RESPONSE Q1057B R21_1. YEARS/AGE/YEAR / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / / ¨Cu nto tiempo ha participado en el 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 / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / NUMBER OF YEARS: ^B 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) V (0/50,U51/99){Nn} Q1059UB 2 R21_1AGE.SINCE AGE / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / SINCE AGE: ^B 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) V (5/99){Nn} Q1060UB 4 R21_1YR. SINCE WHAT YEAR / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / SINCE YEAR: ^B V (1920/1998,U1890/1919){NNNN} Q1061B 19 R22. MAKE CONTRIBUTIONS? /QxQ R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / Actualmente, ¨est  (usted/ella/‚l) aportando a este 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 / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / ¨Qu‚ porcentaje de su paga o qu‚ cantidad mensual o anual aporta /(usted/ella/‚l) actualmente? / / 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 / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / /ENTER PERCENT: ^B J1064 1068 1063(A) J1064 1065 1062(K2)=:Ñ: J1064 1065 1062(K3)=:Ò: V !.U__.__%!(1/9999) Q1064UB 7 R23_1AMT. AMOUNT/VARIABLE PAID / R: WORK AND PENSIONS / 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) / ¨M s o menos cu nto aport¢ (usted/ella/‚l) en el £ltimo a¤o? /~END / / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1065 1064 B1064(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1065 1064 B1064(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",1/9999999) Q1065 DK. A30 DKDOL98.VQ C1 ^1064 C2 7 J1066 1064 B1065("X")=PLEASE ENTER CORRECT AMOUNT J1066 1067 1065(0)+1064(A).1063(A+0) J1066 1067 1065(0)+1062(K2.K3) Q1066B R23_1F.FREQUENCY OF CONTRIBUTIONS / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / / ¨Y cada cu nto aport¢ esa cantidad? / / ^B C0 /7 102 0 C8 Suma total/un pago solamente C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J1067 1066 B1066(0+"0")=PLEASE ENTER RESPONSE J1067 1068 1066(N7) Q1067U R23_1V. COMMENT FOR OTHER / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / /PLEASE SPECIFY. V M!a_! Q1068B R24.AGE/YEARS/YEAR /QxQ R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / ¨A qu‚ edad piensa (usted/su esposa/su esposo/su pareja) empezar a recibir /beneficios de este 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 / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / AT AGE: ^B 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) V (5/99){Nn} Q1070UB 2 R24YEARS.IN NUMBER OF YEARS / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / IN ^B YEARS J1071 1072 1068(N3) V (0/99){Nn} Q1071UB 4 R24YEAR.IN YEAR / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / BEGINNING IN YEAR: ^B J1072 1078 1068(4.K2.K3) V (1998/2050){NNNN} Q1072B R25.AMOUNT/PERCENTAGE OF FINAL PAY / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / / ¨M s o menos de cu nto calcula que van a ser los beneficios (de usted/de /ella/de ‚l)? / (¨Como qu‚ proporci¢n de su paga en el momento de jubilarse, o qu‚ / cantidad mensual o anual cuando empiece a recibirlos?) / / ^B C0 C1 ENTER DOLLAR AMOUNT C2 ENTER PERCENTAGE OF FINAL PAY J1073 1072 B1072(0+"0")=PLEASE ENTER RESPONSE J1073 1074 1072(K2)=:Ñ: J1073 1074 1072(K3)=:Ò: J1073 1075 1072(2) Q1073UB 11 R25AMT. AMOUNT OF BENEFITS / R: WORK AND PENSIONS / 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 J1074 1073 B1073(N"range"+N"|N")=RANGE ERROR ("range",0/9999999999 /9) J1074 1073 B1068(N4)+1073(0+"0")=R SAID HE/SHE EXPECTED BENEFITS! J1074 1073 B1073(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1074 1075 1073(0+"0") J1074 1073 B1073(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___,___.! Q1074 DK. A30 DKDOL98.VQ C1 ^1073 C2 6 J1075 1073 B1074("X")=PLEASE ENTER CORRECT AMOUNT J1075 1076 1072(N2) Q1075UB 5 R25PCT.PERCENTAGE OF FINAL PAY / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / PERCENT OF FINAL PAY: ^B 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) J1076 1078 1074(0)+1072(K2.K3) V !.U__.__%!(0/100){Nn\.nn} Q1076B R25F.FREQUENCY OF BENEFITS / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / / ¨Y cada cu nto recibir¡a (usted/ella/‚l) esa cantidad? / / ^B C0 /7 102 0 C8 Suma total/un pago solamente C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J1077 1076 B1076(0+"0")=PLEASE ENTER RESPONSE J1077 1078 1076(N7) Q1077U R25V. COMMENT FOR OTHER / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / /PLEASE SPECIFY. V M!a_! Q1078B R26. START BENEFIT NOW, LATER... / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / /~IF 990(1/2) / Si (usted/su esposa/su esposo/su pareja) dejara este empleo ahora, /¨empezar¡a a recibir una pensi¢n mensual o anual ahora, recibir¡a alguna / despu‚s, recibir¡a un pago £nico en efectivo ahora, o (usted/ella/‚l) / no recibir¡a nada o cual ser¡a la situaci¢n? /~ELSE / Si (usted/su esposa/su esposo/su pareja) (dejara este empleo/vendiera su / negocio) ahora, ¨empezar¡a a recibir una pensi¢n mensual o anual ahora, / recibir¡a alguna despu‚s, recibir¡a un pago £nico en efectivo ahora, o /(usted/ella/‚l) no recibir¡a nada o cual ser¡a la situaci¢n? /~END / / /^C1 / / ^B C0 C1 Beneficio ahora C2 Beneficio despu‚s C3 Pago £nico en efectivo/Suma total C4 ROLLOVER C5 Nada C6 Otro 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 / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / /PLEASE SPECIFY. J1080 1086 1079(A) V M!a_! Q1080UB 7 R26_1. AMOUNT OF BENEFIT / R: WORK AND PENSIONS / 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 / / / / ¨M s o menos cu nto recibir¡a? / / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1081 1080 B1080(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1081 1080 B1080(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",1/9999999) Q1081 DK. A30 DKDOL98.VQ C1 ^1080 C2 7 J1082 1080 B1081("X")=PLEASE ENTER CORRECT AMOUNT J1082 1083 1081(0) Q1082B R26_1F.FREQUENCY OF BENEFIT / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / / ¨Y cada cu nto recibir¡a esa cantidad? / / ^B C0 /7 102 0 C8 Suma total/un pago solamente C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J1083 1082 B1082(0+"0")=PLEASE ENTER RESPONSE J1083 1084 1082(N7) Q1083U R26_1V. COMMENT FOR OTHER / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / /PLEASE SPECIFY. J1084 1086 1080(A) V M!a_! Q1084UB 7 R26_2. AMOUNT OF BENEFIT / R: WORK AND PENSIONS / 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 / / / / ¨Cu nto recibir¡a (usted/ella/‚l)? / / IF R GIVES RANGE, PRESS [F9] KEY. / / / ^B J1085 1084 B1084(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1085 1084 B1084(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",1/9999999) Q1085 DK. A30 DKDOL98.VQ C1 ^1084 C2 7 J1086 1084 B1085("X")=PLEASE ENTER CORRECT AMOUNT J1086 1087 1050(3)+1049(G3)=:1: J1086 1087 1050(3)+1049(3)=:2: Q1086B 19 R27. ANOTHER PLAN? / R: WORK AND PENSIONS /~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 / ¨Hay alg£n otro plan? /~END /^C1 / / ^B J1087 1050 1086(1)+1050(L3) J1087 1598 1086(1)+1050(3) J1087 1598 1086(2.K2.K3) J1087 1086 B1086(0+"0")=PLEASE ENTER RESPONSE Q1087B R28. THRIFT, 401K, SRA, PROFIT SHARING? /QxQ R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / ¨Podr¡a hablarme un poco m s acerca de ese plan? / Es un plan de ahorros, un 401K, una cuenta suplementaria de / jubilaci¢n (SRA), un plan de reparto de utilidades o de qu‚ tipo es? /^C1 / / ^B C0 C1 Ahorros ("thrift" o "savings") C2 401K/403B/SRA C3 Reparto de utilidades C4 Adquisici¢n de acciones/ESOP C5 Otro J1088 1087 B1087(0+"0")=PLEASE ENTER RESPONSE J1088 1089 1087(N5) Q1088U R28V. COMMENT FOR OTHER / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / /PLEASE SPECIFY. V M!a_! Q1089B R29.YEARS/AGE/YEAR /QxQ R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / ¨Durante cu ntos a¤os en total (usted/ella/‚l) ha participado en este 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 / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / NUMBER OF YEARS: ^B 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) V (0/50,U51/99){Nn} Q1091UB 2 R29AGE.SINCE AGE / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / SINCE AGE: ^B 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) V (1/99){Nn} Q1092UB 4 R29YR.SINCE YEAR / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / SINCE YEAR: ^B V (1896/1998){NNNN} Q1093B 19 R30. EMPLOYER MAKE CONTRIBUTIONS? / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / /~IF 990(1) / ¨El empleador (de usted/de su esposa/de su esposo/de su pareja) aporta a /este plan? /~ELSE 990(2) / ¨El negocio aporta a este plan? /~ELSE / [El empleador (de usted/de su esposa/de su esposo/de su pareja)/ El negocio] /aporta a este plan? /~END /^C1 / / ^B J1094 1100 1093(2.K2.K3) J1094 1093 B1093(0+"0")=PLEASE ENTER RESPONSE Q1094B R30_1.PERCENT/AMOUNT/VARIABLE / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / ¨Qu‚ porcentaje de su paga o qu‚ cantidad de dinero mensual o anual aporta /su empleador actualmente? / /^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 5 R30_2A. PERCENT PAID / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / /ENTER PERCENT: ^B J1096 1100 1095(A) J1096 1097 1094(K3)=:Ò: J1096 1097 1094(K2)=:Ñ: V !.U__.__%!(0/100){Nn\.nn} Q1096UB 7 R30_2B. AMOUNT/VARIABLE PAID / R: WORK AND PENSIONS / 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) / ¨M s o menos cu nto aport¢ el empleador (de usted/de su esposo/de su /esposa/de su pareja) durante el a¤o pasado? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / / ^B J1097 1096 B1096(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1097 1098 1096(0+"0").1096(K1) J1097 1096 B1096(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",0/9999999) Q1097 DK. A30 DKDOL98.VQ C1 ^1096 C2 6 J1098 1096 B1097("X")=PLEASE ENTER CORRECT AMOUNT J1098 1099 1097(0)+1096(A).1095(A+0) J1098 1099 1097(0)+1094(K2.K3) Q1098B R30_2.FREQUENCY OF EMPLOYER CONTRIBUTION / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / / ¨Y cada cu nto su empleador aporta esa cantidad? / / ^B C0 /7 102 0 C8 Suma total/un pago solamente C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J1099 1098 B1098(0+"0")=PLEASE ENTER RESPONSE J1099 1100 1098(N7) Q1099U R30_2V. COMMENT FOR OTHER / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / /PLEASE SPECIFY. V M!a_! Q1100B 19 R31. EMERGENCY MONEY / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / / Si necesitara dinero para una emergencia, podr¡a (usted/su esposa/su /esposo/su pareja) sacar parte de los fondos de esta cuenta? / (CODE "YES" EVEN IF WITHDRAWAL INVOLVES PENALTY.) /^C1 / / ^B J1101 1100 B1100(0+"0")=PLEASE ENTER RESPONSE Q1101B 19 R32. BORROW AGAINST ACCOUNT? / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / / ¨Puede (usted/ella/‚l) tomar prestado de esta cuenta? /^C1 / / ^B J1102 1112 1101(2.K2.K3) J1102 1101 B1101(0+"0")=PLEASE ENTER RESPONSE Q1102B 19 R33. HAVE LOAN AGAINST ACCOUNT? / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / / ¨Tiene (usted/ella/‚l) actualmente alg£n pr‚stamo tomado de esa cuenta? /^C1 / / ^B J1103 1112 1102(2.K2.K3) J1103 1102 B1102(0+"0")=PLEASE ENTER RESPONSE Q1103UB 9 R33_1. LOAN BALANCE / R: WORK AND PENSIONS / 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 / / / / ¨Por cu nto es el saldo del pr‚stamo? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1104 1103 B1103(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1104 1103 B1103(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q1104 DK. A30 DKDOL98.VQ C1 ^1103 C2 6 J1610 1103 B1104("X")=PLEASE ENTER CORRECT AMOUNT Q1610B / R: WORK AND PENSIONS / / ¨Con qu‚ finalidad tom¢ prestado este dinero? / / ^B C0 C1 Compra de una casa C3 Gastos de educaci¢n C7 Otro(SPECIFY) G 0,3,1,7 J1611 1610 B1610(0+"0")=PLEASE ENTER RESPONSE! J1611 1105 1610(N7) Q1611U / R: WORK AND PENSIONS / / PLEASE SPECIFY. V M!a_! Q1105B 19 R33_2. TELL ME EARLIER? /QxQ R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / ¨Ya me habl¢ usted antes de este pr‚stamo? /^C1 / / ^B J1106 1108 1105(2.K2.K3) J1106 1105 B1105(0+"0")=PLEASE ENTER RESPONSE Q1106B 507 R33_3. WHERE? / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / ¨En qu‚ momento me habl¢ usted de este pr‚stamo? / / ^B J1107 1106 B1106(0+"0")=PLEASE ENTER RESPONSE J1107 1108 1106(N7) Q1107U R33_3V. / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / PLEASE SPECIFY. V M!a_! Q1108UB 5 R33_4. AMOUNT OF PAYMENTS / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / / ¨De cu nto son los pagos? / / IF R GIVES RANGE, PRESS [F9] KEY. / IF NO REGULAR PAYMENTS, PRESS [F6]. / / / ^B J1109 1108 B1108(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1109 1110 1108(0+"0").1108("NT") J1109 1108 B1108(","."-"."+")=INVALID RESPONSE! V !.A$__,___.!("range,NT",0/99999) Q1109 DK. A30 DKDOL98.VQ C1 ^1108 C2 8 J1110 1108 B1109("X")=PLEASE ENTER CORRECT AMOUNT J1110 1111 1109(0) Q1110B R33_4F. FREQUENCY OF PAYMENTS / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / / ¨Y cada cu nto se hacen? / / ^B C0 /7 102 0 C8 Suma total/un pago solamente C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J1111 1110 B1110(0+"0")=PLEASE ENTER RESPONSE J1111 1112 1110(N7) Q1111U R33_4V. COMMENT FOR OTHER / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / /PLEASE SPECIFY. V M!a_! Q1112B 19 R34. MAKE CONTRIBUTIONS? / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / /~IF 1102(1) / Sin contar pagos del pr‚stamo, ¨actualmente est  (usted/ella/‚l) haciendo / contribuciones a este plan? /~ELSE / ¨Actualmente est  (usted/ella/‚l) haciendo / contribuciones a este plan? /~END / / 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 / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / /~IF 1102(1) / Sin contar pagos del pr‚stamo, /~END / ¨qu‚ porcentaje de su paga o qu‚ cantidad mensual o anual aporta (usted/su /esposa/su esposo/su pareja) actualmente? / /^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 / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / /ENTER PERCENT: ^B J1115 1119 1114(A) J1115 1116 1113(K2)=:Ñ: J1115 1116 1113(K3)=:Ò: V !.U__.__%!(1/100) Q1115UB 7 R34_2B. AMOUNT CONTRIBUTED / R: WORK AND PENSIONS / 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) / ¨M s o menos cu nto dinero aport¢ (usted/ella/‚l) durante el a¤o pasado? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / / ^B J1116 1115 B1115(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1116 1115 B1115(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",1/9999999) Q1116 DK. A30 DKDOL98.VQ C1 ^1115 C2 6 J1117 1115 B1116("X")=PLEASE ENTER CORRECT AMOUNT J1117 1118 1116(0)+1115(A) J1117 1118 1116(0)+1113(K2.K3) Q1117B R34_2C. FREQUENCY OF CONTRIBUTION / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / / ¨Y cada cu nto aporta esa cantidad? / / ^B C0 /7 102 0 C8 Suma total/un pago solamente C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J1118 1117 B1117(0+"0")=PLEASE ENTER RESPONSE J1118 1119 1117(N7) Q1118U R34_2V. COMMENT FOR OTHER / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / /PLEASE SPECIFY. V M!a_! Q1119UB 9 R35. AMOUNT IN ACCOUNT / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / / ¨Cu nto dinero hay actualmente en la cuenta (de usted/de su esposa/de su /esposo/de su pareja)? /~IF 1102(1) / Por favor no descuente de esta cuenta lo que (usted/‚l/ella) debe del / pr‚stamo. /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / / ^B J1120 1119 B1119(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1120 1121 1119(0+"0") J1120 1119 B1119(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",0/999999999) Q1120 DK. A30 DKDOL98.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! ($^1104) Q1121B R36. IF LEAVE JOB, LOSE ALL? / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / /~IF 990(1/2) / Si (usted/su esposa/su esposo/su pareja) dejara este empleo ahora, /¨perder¡a todo, una parte o nada del dinero de esta cuenta? /~ELSE / Si (usted/su esposa/su esposo/su pareja) (dejara este empleo ahora/vendiera / el negocio) ¨perder¡a todo, una parte o nada del dinero de esta cuenta? /~END /^C1 / / ^B C0 C1 LOSE ALL C2 LOSE SOME C3 LOSE NONE C4 OTHER J1122 1127 1121(1.3.K2.K3) J1122 1123 1121(2) J1122 1121 B1121(0+"0")=PLEASE ENTER RESPONSE Q1122U R36V. COMMENT FOR OTHER / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / /PLEASE SPECIFY. J1123 1127 1121(4) V M!a_! Q1123B R36_1.PERCENT/AMOUNT / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / ¨Qu‚ proporci¢n perder¡a? / / ^B C0 C1 ENTER PERCENT C2 ENTER AMOUNT J1124 1123 B1123(0+"0")=PLEASE ENTER RESPONSE J1124 1125 1123(N1) Q1124UB 5 R36_1PCT. PERCENT LOSE / R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / ENTER PERCENT: ^B J1125 1126 1123(K3)=:Ò: J1125 1126 1123(K2)=:Ñ: J1125 1127 1123(N2) V !.U___.__%!(1/100) Q1125UB 7 R36_1AMT. AMOUNT LOSE / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / IF R GIVES RANGE, PRESS [F9] KEY. / / ENTER AMOUNT: ^B J1126 1125 B1125(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1126 1125 B1125(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",1/9999999) Q1126 DK. A30 DKDOL98.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? /QxQ R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / ¨C¢mo se ha invertido el dinero de esta cuenta? ¨La mayor parte est  en / acciones, est  puesta a intereses, est  repartido entre esos dos o est  de /otro modo? /^C1 / / ^B C0 C1 La mayor parte o todo est  en acciones C2 La mayor parte o todo a intereses C3 Repartido C4 Otro J1128 1127 B1127(0+"0")=PLEASE ENTER RESPONSE J1128 1129 1127(N4) Q1128U R37V. COMMENT FOR OTHER / R: WORK AND PENSIONS /~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 /QxQ R: WORK AND PENSIONS /~IF 1050(LEQ1049) /RETIREMENT PLAN: ^1050 OF ^1049 /~ELSE /RETIREMENT PLAN: ^1050 /~END / / / ¨(Usted/Ella/El) controla c¢mo puede invertir este dinero? / / / ^B J1130 1129 B1129(0+"0")=PLEASE ENTER RESPONSE J1130 1586 1050(3)+1049(G3)=:1: Q1130B 19 R38. ANOTHER PLAN? / R: WORK AND PENSIONS /~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 / ¨Tiene (usted/ella/‚l) alg£n otro plan de pensi¢n o un plan de ahorro con /impuestos diferidos? /~END /^C1 / / ^B J1586 1130 B1130(0+"0")=PLEASE ENTER RESPONSE J1586 1598 1130(2.K2.K3) Q1586ET R1050 1586 J1598 1131 M1050(G0)+1087(G0)=:1: J1598 1131 M1050(G0)+1051(2/7)=:1: J1598 1131 M1050(G0)+1053(G1)=:1: Q1598U A14 J1131 1134 1049(LE1)+1086(N1)+1130(N1) J1131 1134 1130(K2.K3).1086(K2.K3) J1131 1134 1050(3)+1049(3) J1131 1131 1134 1130(1).1086(1).1050(LQ1049) Q1131UB 9 R39. AMOUNT IN OTHER PLANS / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / / En total, ¨cu nto tiene (usted, su esposa/su esposo/su pareja) en /~IF 0(1)=1050-1049 / el saldo de su cuenta de otro plan de ahorro o pensi¢n relacionados con este /empleo? /~ELSE / los saldos de sus cuentas de algunos otros planes de ahorro o pensi¢n /relacionados con este empleo? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1132 1131 B1131(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1132 1133 1131(0+"0").1131(K1) J1132 1131 B1131(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",0/999999999) Q1132 DK. A30 DKDOL98.VQ C1 ^1131 C2 5 J1133 1131 B1132("X")=PLEASE ENTER CORRECT AMOUNT Q1133U R39_1. WHAT OTHER PLANS? / R: WORK AND PENSIONS / / / En conjunto, ¨que otros pagos de jubilaci¢n piensa (usted/ella/‚l) /~IF 0(1)=1050-1049 / recibir de este otro plan de pensi¢n relacionado con este empleo? /~ELSE / recibir de estos otros planes de pensi¢n relacionados con este empleo? /~END J1134 1135 1598(1) V M!a_! Q1134B 19 R39_2. OFFER, BUT DON'T PARTICIPATE / R: WORK AND PENSIONS / / / ¨Le ofrece su empleador alg£n tipo de ahorro con impuestos diferidos,401K, / u otros planes de cuentas como ‚stos en los que (usted/ella/‚l) puede / participar pero prefiere no hacerlo? /^C1 / / ^B J1135 1134 B1134(0+"0")=PLEASE ENTER RESPONSE Q1135B 19 R40. DOING ANY WORK FOR PAY? / R: WORK AND PENSIONS / / / Aparte de su empleo principal, ¨est  (usted/su esposa/su esposo/su pareja) / haciendo ahora alg£n otro trabajo pagado, tal como un segundo empleo, / servicio militar, o tiene alg£n (otro) negocio propio? /^C1 / / ^B J1136 1144 1135(2.K2.K3) J1136 1135 B1135(0+"0")=PLEASE ENTER RESPONSE Q1136MC R40_1. SECOND JOB, MILITARY, WHAT /QxQ R: WORK AND PENSIONS / / / ¨Es un segundo empleo, el servicio militar, un negocio propio u otro / tipo de trabajo? / C1 Segundo empleo C2 Militar C3 Negocios C4 Otro C10 G 1/4 J1137 1137 1138 1136(4) Q1137U R40_1V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1138UB 3 R41. HOW MANY HOURS WORK /QxQ R: WORK AND PENSIONS / / /~IF 0(G1)=1136U(1/4)= / ¨Cu ntas horas trabaja (usted/ella/‚l) en estos empleos /~ELSE / ¨Cu ntas horas trabaja (usted/ella/‚l) en este empleo /~END / en una semana normal? /^C1 / / NUMBER OF HOURS: ^B V (1/84,U85/999){Nnn} Q1139UB 2 R42. HOW MANY WEEKS WORK /QxQ R: WORK AND PENSIONS / / / Contando las vacaciones pagadas como semanas de trabajo, ¨cu ntas semanas /~IF 0(G1)=1136U(1/4)= / trabaja (usted/ella/‚l) en estos empleos en un a¤o normal? /~ELSE / trabaja (usted/ella/‚l) en este empleo en un a¤o normal? /~END /^C1 / / NUMBER OF WEEKS: ^B V (1/52){Nn} Q1140UB 9 R43. AMOUNT EARN BEFORE TAXES / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / ¨M s o menos cu nto gana (usted/ella/‚l) antes de los impuestos /~IF 0(G1)=1136U(1/4)= / por estos otros trabajos? /~ELSE / por este otro trabajo? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1141 1140 B1140(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1141 1142 1140(0+"0").1140(K1) J1141 1140 B1140(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.__!("range",0/10000000) Q1141 DK. A30 DKDOL98.VQ C1 ^1140 C2 6 J1142 1140 B1141("X")=PLEASE ENTER CORRECT AMOUNT J1142 1143 1141(0) Q1142B 999 R43F. FREQUENCY OF EARNINGS / R: WORK AND PENSIONS / / / ¨Y cada cu nto recibe esa cantidad? / / ^B J1143 1142 B1142(0+"0")=PLEASE ENTER RESPONSE J1143 1144 1142(N7) Q1143U R43V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1144B R44. FULL-TIME, PART-TIME / R: WORK AND PENSIONS / / / Si toma en cuenta todos los trabajos pagados que tiene (usted/su esposa/su / esposo/su pareja) actualmente, ¨(usted/ella/‚l) considera que est  / trabajando tiempo completo o tiempo parcial? / / / /INTERVIEWER: IF R IS LAID OFF OR A SEASONAL WORKER, ASK ABOUT "JOBS WHEN R / IS WORKING". / / ^B C0 C1 Tiempo completo C2 Tiempo parcial 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 / R: WORK AND PENSIONS / / / (READ SLOWLY) Ahora voy a hacerle algunas preguntas sobre la experiencia /laboral (de usted/de su esposa/de su esposo/de su pareja). Contando los /per¡odos en que trabaj¢ por su cuenta, el ej‚rcito y su trabajo actual, /¨cu ntos a¤os ha trabajado (usted/ella/‚l) tiempo completo desde que ten¡a 18 /a¤os? (¨M s o menos cu ntos a¤os?) /^C1 / / NUMBER OF YEARS: ^B J1146 1164 1145(0+"0") V (0/70,U71/99){Nn} Q1146UB 2 R45_1. ONE YEAR OR MORE? /QxQ R: WORK AND PENSIONS / / / Contando todos los trabajos por su cuenta y su empleo actual, ¨para cu ntos /empleadores distintos ha trabajado (usted/su esposa/su esposo/su pareja) en /empleos de tiempo completo durante un a¤o o m s? /^C1 / / ^B NUMBER OF EMPLOYERS J1147 1164 1146(L1) V (0/20,U21/99){Nn} Q1147B 19 R45_2. THREE YEARS OR MORE? / R: WORK AND PENSIONS / / / Ahora bien, sin contar su empleo actual, ¨alguna vez ha tenido (usted/ella/ / el) un empleo de tiempo completo con un empleador distinto que haya durado /tres a¤os o m s? /^C1 / / ^B J1148 1164 1147(2.K2.K3) J1148 1147 B1147(0+"0")=PLEASE ENTER RESPONSE Q1148B R45_3. LONGEST JOB / R: WORK AND PENSIONS / / / Quisisera que me hablara sobre el empleo de este tipo que tuvo durante / m s tiempo. ¨Trabajaba (usted/ella/‚l) para alguien, por su cuenta, o / cu l era la situaci¢n? /^C1 / / ^B C0 C1 Para alguien C2 Por cuenta propia C3 Otro J1149 1148 B1148(0+"0")=PLEASE ENTER RESPONSE J1149 1151 1148(N3) Q1149U R45_3V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1151U R45_5. WHAT KIND OF BUSINESS /QxQ R: WORK AND PENSIONS / / / ¨En qu‚ tipo de negocio o industria estaba (usted/ella/‚l) trabajando? / Es decir, qu‚ hac¡a o fabricaban en donde (usted/ella/‚l) trabajaba? V M!a_! Q1150U R45_4. WHAT SORT OF WORK /QxQ R: WORK AND PENSIONS / / / ¨Qu‚ tipo de trabajo estaba (usted/ella/‚l) haciendo cuando dej¢ ese / empleo? / (H bleme un poco m s de lo que hac¡a.) V M!a_! Q1152B R45_6.YEAR/AGE/YEARS /QxQ R: WORK AND PENSIONS / / / ¨En qu‚ a¤o empez¢ (usted/ella/‚l) a trabajar en ese empleo? / / / ^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 / R: WORK AND PENSIONS / / ^B / YEAR J1154 1155 1152(N2) V (1945/1995,U1900/1944){NNNN} Q1154UB 2 R45_6AGE.AGE STARTED WORKING / R: WORK AND PENSIONS / / AT AGE: ^B 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) V (5/99){Nn} Q1155UB 2 R45_6YRS.YEARS AGO STARTED WORKING / R: WORK AND PENSIONS / / ^B YEARS AGO 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! V (1/99){Nn} Q1156B 1152 R45_7.YEAR/AGE/YEARS / R: WORK AND PENSIONS / / / ¨En qu‚ a¤o dej¢ (usted/ella/‚l) de trabajar en ese empleo? / / / ^B J1157 1156 B1156(0+"0")=PLEASE ENTER RESPONSE J1157 1158 1156(N1) Q1157UB 4 R45_7YR. YEAR STOPPED WORKING / R: WORK AND PENSIONS / / ^B / YEAR J1158 1159 1156(N2) V (1945/1998,U1900/1944){NNNN} Q1158UB 2 R45_7AGE.AGE STOPPED WORKING / R: WORK AND PENSIONS / / AT AGE: ^B 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) V (5/99){Nn} Q1159UB 2 R45_7YRS.YEARS AGO STOPPED WORKING / R: WORK AND PENSIONS / / ^B YEARS AGO 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) V (0/99){Nn} Q1160UB 9 R45_8. AMOUNT EARNING BEFORE TAXES / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / ¨M s o menos cu nto ganaba (usted/ella/‚l) antes de los impuestos /cuando dej¢ ese empleo? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1161 1160 B1160(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1161 1162 1160(0+"0").1160(K1) J1161 1160 B1160(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.__!("range",0/10000000) Q1161 DK. A30 DKDOL98.VQ C1 ^1160 C2 5 J1162 1160 B1161("X")=PLEASE ENTER CORRECT AMOUNT J1162 1163 1161(0) Q1162B R45_8F. FREQUENCY OF EARNINGS / R: WORK AND PENSIONS / / / ¨Y cada cu nto recib¡a esa cantidad? / / ^B C0 C1 D¡a C2 Semana C3 Cada dos semanas C4 Mes C5 Trimestre C6 A¤o C7 Otro C8 Suma total/un pago solamente C11 Dos veces al a¤o C12 Cada dos meses C14 Por pieza/trabajo C18 Hora G 0,18,1/4,12,5,11,6,14,8,7 J1163 1162 B1162(0+"0")=PLEASE ENTER RESPONSE J1163 1164 1162(N7) Q1163U R45_8V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1164B 19 R45_9. ANY YEARS ONLY PART-TIME? / R: WORK AND PENSIONS / / / ¨Desde que (usted/ella/‚l) ten¡a 18 a¤os, ¨hubieron a¤os en que s¢lo trabaj¢ /tiempo parcial? / / / ^B J1166 1169 1164(2.K2.K3) J1166 1164 B1164(0+"0")=PLEASE ENTER RESPONSE Q1166UB 2 R45_10.YEARS, PART-TIME / R: WORK AND PENSIONS / / / ¨M s o menos cu ntos a¤os en total trabaj¢ (usted/ella/‚l) tiempo parcial /solamente? / / / ^B J1169 1166 B976(1)+1166(G0)+M6(1)+14(G0+LQ1166)=THAT IS MORE YEARS / THAN R'S CURRENT AGE! J1169 1166 B976(2)+1166(G0)+M6(2)+16(G0+LQ1166)=THAT IS MORE YEARS / THAN SPOUSE/PARTNER'S CURRENT AGE! J1169 976 1166(K2) V (0/99){Nn} Q1169B R45_11.YEAR/AGE/YEARS / R: WORK AND PENSIONS / / / Si ahora piensa en el futuro, ¨en qu‚ a¤o o a qu‚ edad piensa (usted/su / esposa/su esposo/su pareja) dejar de trabajar tiempo completo? /^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 / R: WORK AND PENSIONS / / ^B / YEAR J1171 1172 1169(N2) V (1998/2040,U2041/2060){NNNN} Q1171UB 2 R45_11AG. AGE EXPECT TO STOP / R: WORK AND PENSIONS / / AGE: ^B 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) V (18/99){NN} Q1172UB 2 R45_10YS. STOP IN # YEARS / R: WORK AND PENSIONS / / NUMBER OF YEARS: ^B J1173 1174 1169(N4) V (0/99){Nn} Q1173U R45_11V. COMMENT FOR DEPENDS / R: WORK AND PENSIONS / / /PLEASE SPECIFY. J1174 976 1169(5.K2.K3).1170(K2.K3).1171(K2.K3).1172(K2.K3) V M!a_! Q1174B R45_12. EXPECT PART-TIME AFTER / R: WORK AND PENSIONS / / / (¨Piensa trabajar tiempo parcial despu‚s de eso? / / / ^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 / R: WORK AND PENSIONS / / /PLEASE SPECIFY. J1176 1177 (1008(4).1021(4))+1144(1)=:5: V M!a_! Q1176B R45_13.YEAR/AGE/YEARS / R: WORK AND PENSIONS / / / ¨En qu‚ a¤o piensa (usted/ella/‚l) dejar de trabajar definitivamente? /^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 / R: WORK AND PENSIONS / / ^B / YEAR J1178 1177 B1177(A+LQ1170)=CANNOT STOP WORKING ALTOGETHER BEFORE S /TOPPED WORKING FULL-TIME! J1178 1179 1176(N2) V (1998/2040,U2041/2060){NNNN} Q1178UB 2 R45_13AG. AGE TO STOP WORKING ALTOGETHER / R: WORK AND PENSIONS / / AT AGE: ^B 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) V (0/99){NN} Q1179UB 2 R45_13YS.STOP IN # YEARS / R: WORK AND PENSIONS / / IN ^B YEARS J1180 976 1176(N4) V (0/99){Nn} Q1180U R45_13V. COMMENT FOR DEPENDS / R: WORK AND PENSIONS / / /PLEASE SPECIFY. J1181 976 1176(A) V M!a_! Q1181UB 2 R46. HOW MANY YEARS PART-TIME / R: WORK AND PENSIONS / / / Ahora voy a hacerle algunas preguntas sobre la experiencia laboral (de /usted/de su esposa/de su esposo/de su pareja). / Contando los trabajos por su cuenta y su trabajo actual, ¨cu ntos a¤os en /total ha trabajado (usted/su esposa/su esposo/su pareja) tiempo parcial durante /todo o casi todo el a¤o desde que ten¡a 18 a¤os? /^C1 / / NUMBER OF YEARS: ^B V (0/99){Nn} Q1182B 19 R46_1. EVER WORKED FULL-TIME? / R: WORK AND PENSIONS / / / Desde que ten¡a 18 a¤os, ¨alguna vez ha tenido (usted/ella/‚l) un empleo /pagado de tiempo completo -- incluyendo trabajos por su cuenta y el servicio /militar? /^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? / R: WORK AND PENSIONS / / / ¨Cu ntos a¤os ha trabajado tiempo completo durante todo o casi todo el a¤o? /^C1 / / NUMBER OF YEARS: ^B J1184 1184 1185 1183(K2.K3) V (0/99){Nn} Q1184B 19 R46_2A. FIVE YEARS OR MORE? / R: WORK AND PENSIONS / / / ¨Eso fue cinco a¤os o m s? /^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 / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / / ¨En qu‚ a¤o tuvo (usted/ella/‚l) por £ltima vez un empleo pagado de tiempo /completo? /^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 / R: WORK AND PENSIONS / / ^B / YEAR J1188 1189 1186(N2) V (1900/1998){NNNN} Q1188UB 2 R46_4AGE.LAST AGE FULL-TIME / R: WORK AND PENSIONS / / AT AGE: ^B 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) V (0/99){Nn} Q1189UB 2 R46_4YRS.STOPPED FULL-TIME # YEARS AGO / R: WORK AND PENSIONS / / ^B YEARS AGO 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! V (0/99){Nn} Q1190UB 9 R46_5. AMOUNT EARN BEFORE TAXES / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / Ese a¤o, ¨m s o menos cu nto ganaba antes de los impuestos? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1191 1190 B1190(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1191 1192 1190(0+"0").1190(K1) J1191 1190 B1190(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.__!("range",0/10000000) Q1191 DK. A30 DKDOL98.VQ C1 ^1190 C2 6 J1192 1190 B1191("X")=PLEASE ENTER CORRECT AMOUNT J1192 1193 1191(0) Q1192B R46_5F. FREQUENCY OF EARNINGS / R: WORK AND PENSIONS / / / ¨Y cada cu nto recib¡a esa cantidad? / / ^B / C0 C1 D¡a C2 Semana C3 Cada dos semanas C4 Mes C5 Trimestre C6 A¤o C7 Otro C8 Suma total/un pago solamente C11 Dos veces al a¤o C12 Cada dos meses C14 Por pieza/trabajo C18 Hora G 0,18,1/4,12,5,11,6,14,7/8 J1193 1192 B1192(0+"0")=PLEASE ENTER RESPONSE J1193 1194 1192(N7) Q1193U R46_5V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. J1194 1215 1190(A) V M!a_! Q1194UB 2 R46_6. # OF EMPLOYERS-ONE YEAR OR MORE /QxQ R: WORK AND PENSIONS / / / Contando todos los trabajos por su cuenta y los trabajos de tiempo completo /en su empleo actual, ¨para cu ntos empleadores distintos ha trabajado /(usted/su esposa/su esposo/su pareja), en empleos de tiempo completo que /duraron un a¤o o m s? /^C1 / / ^B # EMPLOYERS V (0/20,U21/99){Nn} Q1195B R46_7. LONGEST JOB / R: WORK AND PENSIONS / / / Quisiera que me hablara sobre el empleo de tiempo completo m s largo que /(usted/ella/‚l tuvo). / ¨El empleador era el mismo empleador que tiene (usted/su esposa/su esposo/ /su pareja) actualmente, trabajaba (usted/ella/‚l) por su cuenta, trabajaba para /otra persona, o cu l era su situaci¢n? /^C1 / / ^B C0 C1 Para alguien C2 Por cuenta propia C3 Otro C4 El mismo que el empleador actual G 0,4,1/3 J1196 1195 B1195(0+"0")=PLEASE ENTER RESPONSE J1196 1198 1195(N3) Q1196U R46_7V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1198U R46_9. WHAT KIND OF BUSINESS /QxQ R: WORK AND PENSIONS / / / ¨En qu‚ tipo de negocio o industria estaba (usted/ella/‚l) trabajando? / Es decir, ¨qu‚ hac¡an o fabricaban en donde trabajaba? V M!a_! Q1197U R46_8. WHAT SORT OF WORK /QxQ R: WORK AND PENSIONS / / / ¨Qu‚ tipo de trabajo estaba haciendo (usted/ella/‚l) antes de dejar de /trabajar tiempo completo en ese empleo? / (H bleme un poco m s de lo que hac¡a.) V M!a_! Q1199B 1186 R46_10.YEAR/AGE/YEARS /QxQ R: WORK AND PENSIONS / / ¨En qu‚ a¤o empez¢ (usted/ella/‚l) a trabajar en ese empleo? / / / ^B J1200 1199 B1199(0+"0")=PLEASE ENTER RESPONSE J1200 1201 1199(N1) Q1200UB 4 R46_10YR. YEAR START WORKING AT JOB / R: WORK AND PENSIONS / / ^B / YEAR J1201 1202 1199(N2) V (1900/1998){NNNN} Q1201UB 2 R46_10AG.AGE START WORKING AT JOB / R: WORK AND PENSIONS / / AT AGE: ^B 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) V (0/99){Nn} Q1202UB 2 R46_10YS.YEARS AGO START WORKING AT JOB / R: WORK AND PENSIONS / / ^B YEARS AGO 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! V (0/99){Nn} Q1203B 1186 R46_11.YEAR/AGE/YEARS /QxQ R: WORK AND PENSIONS / / / ¨Cu ndo dej¢ (usted/ella/‚l) de trabajar en ese empleo? / / / ^B J1204 1203 B1203(0+"0")=PLEASE ENTER RESPONSE J1204 1205 1203(N1) Q1204UB 4 R46_11YR. YEAR STOPPED WORKING AT JOB / R: WORK AND PENSIONS / ^B / YEAR J1205 1206 1203(N2) V (1900/1998){NNNN} Q1205UB 2 R46_11AG. / R: WORK AND PENSIONS / / AT AGE: ^B 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) V (0/99){Nn} Q1206UB 2 R46_11YS.YEARS AGO STOPPED WORKING AT JOB / R: WORK AND PENSIONS / / ^B YEARS AGO 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) V (0/99){Nn} Q1207UB 9 R46_12. AMOUNT EARNING WHEN STOPPED / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / ¨M s o menos cu nto estaba (usted/ella/‚l) ganando antes de los impuestos, / antes de dejar ese empleo? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1208 1207 B1207(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1208 1209 1207(0+"0").1207(K1) J1208 1207 B1207(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.__!("range",0/10000000) Q1208 DK. A30 DKDOL98.VQ C1 ^1207 C2 5 J1209 1207 B1208("X")=PLEASE ENTER CORRECT AMOUNT J1209 1210 1208(0) Q1209B R46_12F. FREQUENCY OF EARNINGS / R: WORK AND PENSIONS / / / ¨Y cada cu nto recib¡a esa cantidad? / / ^B / C0 C1 D¡a C2 Semana C3 Cada dos semanas C4 Mes C5 Trimestre C6 A¤o C7 Otro C8 Suma total/un pago solamente C11 Dos veces al a¤o C12 Cada dos meses C14 Por pieza/trabajo C18 Hora G 0,18,1/4,12,5,11,6,14,7/8 J1210 1209 B1209(0+"0")=PLEASE ENTER RESPONSE J1210 1211 1209(N7) Q1210U R46_12V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1211B 1186 R46_13. YEAR/AGE/YEARS / R: WORK AND PENSIONS / / / ¨En qu‚ a¤o tuvo (usted/su esposa/su esposo/su pareja) por £ltima vez un /empleo pagado de tiempo completo? / / / ^B J1212 1211 B1211(0+"0")=PLEASE ENTER RESPONSE J1212 1213 1211(N1) Q1212UB 4 R46_13YR. LAST YEAR FULL-TIME / R: WORK AND PENSIONS / / ^B / YEAR J1213 1214 1211(N2) V (1900/1998){NNNN} Q1213UB 2 R46_13AG.AGE LAST WORKED FULL-TIME / R: WORK AND PENSIONS / / AT AGE: ^B 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) V (0/99){Nn} Q1214UB 2 R46_13YS.YEARS AGO LAST WORKED FULL-TIME / R: WORK AND PENSIONS / / ^B YEARS AGO 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! V (0/99){Nn} Q1215B R46_14. EXPECT FULL-TIME IN FUTURE? / R: WORK AND PENSIONS / / / Si ahora piensa en el futuro, ¨piensa (usted/su esposa/su esposo/su pareja) /tener alg£n trabajo pagado de tiempo completo? /^C1 / / ^B C0 C1 YES C2 NO C3 DEPENDS J1216 1215 B1215(0+"0")=PLEASE ENTER RESPONSE J1578 1216 1215(N3) Q1578U R46_14V. / R: WORK AND PENSIONS / / /PLEASE SPECIFY. J1216 1226 1215(N1) V M!a_! Q1216B R46_15.YEAR/AGE/YEARS / R: WORK AND PENSIONS / / / ¨En qu‚ a¤o piensa (usted/ella/‚l) empezar a trabajar tiempo completo? / / / ^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 / R: WORK AND PENSIONS / / ^B / YEAR J1218 1219 1216(N2) V (1998/2050){NNNN} Q1218UB 2 R46_15AG. AGE EXPECT TO START / R: WORK AND PENSIONS / / AT AGE: ^B 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) V (18/99){NN} Q1219UB 2 R46_15YS.EXPECT TO START IN # YEARS / R: WORK AND PENSIONS / / IN ^B YEARS J1220 1221 1216(N4) V (0/99){Nn} Q1220U R46_15V. COMMENT FOR DEPENDS / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1221B R46_16.YEAR/AGE/YEARS / R: WORK AND PENSIONS / / / ¨En qu‚ a¤o piensa (usted/ella/‚l) dejar de trabajar tiempo completo? / / / ^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 / R: WORK AND PENSIONS / / ^B / YEAR J1223 1224 1221(N2) V (1998/2050){NNNN} Q1223UB 2 R46_16AG. AGE EXPECT TO STOP FULL-TIME / R: WORK AND PENSIONS / / AT AGE: ^B 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) V (18/99){NN} Q1224UB 2 R46_16YS.EXPECT TO STOP IN # YEARS FULL-TIME / R: WORK AND PENSIONS / / IN ^B YEARS J1225 1226 1221(N4) V (0/99){Nn} Q1225U R46_16V. COMMENT FOR DEPENDS / R: WORK AND PENSIONS / / /PLEASE SPECIFY. J1226 976 1221(5) J1226 1227 (1008(4).1021(4))+1144(2)=:5: V M!a_! Q1226B R46_17.YEAR/AGE/YEARS / R: WORK AND PENSIONS / / / ¨En qu‚ a¤o piensa (usted/ella/‚l) dejar definitivamente de trabajar / por paga? / / / ^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 / R: WORK AND PENSIONS / / ^B / YEAR J1228 1229 1226(N2) V (1998/2050){NNNN} Q1228UB 2 R46_17AG. AGE EXPECT TO STOP ALTOGETHER / R: WORK AND PENSIONS / / AT AGE: ^B 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) V (18/99){NN} Q1229UB 2 R46_17YS.EXPECT TO STOP IN # YEARS ALTOGETHER / R: WORK AND PENSIONS / / IN ^B YEARS J1230 1606 1226(N4) V (0/99){Nn} Q1230U R46_17V. COMMENT FOR DEPENDS / R: WORK AND PENSIONS / / /PLEASE SPECIFY. J1606 976 1226(G0.K2.K3) J1606 1607 979(3)=:1: J1606 1607 1604(A) V M!a_! Q1606B / R: WORK AND PENSIONS / / En alg£n momento durante los £ltimos doce meses, ¨ha estado (usted/ella/‚l) /desempleado(a) y buscando empleo? / / ^B C0 C1 YES C2 NO J1607 1606 B1606(0+"0")=PLEASE ENTER RESPONSE J1607 1231 1606(N1) Q1607UB 3 / R: WORK AND PENSIONS / /~IF 979(3) / Durante los £ltimos 12 meses, ¨cu ntas semanas en total ha estado /(usted/ella/‚l) desempleado(a) /~ELSE / Durante este per¡odo, ¨cu ntas semanas en total ha estado (usted/ella/‚l) /desempleado(a) /~END / y buscando empleo? / / ^B WEEKS V (1/999) Q1231B 19 R47. EVER WORKED FULL-TIME FOR PAY / R: WORK AND PENSIONS / / / Desde que (usted/ella/‚l) ten¡a 18 a¤os, ¨alguna vez ha tenido un / empleo pagado de tiempo completo? /^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 / R: WORK AND PENSIONS / / / ¨Cu ntos a¤os ha trabajado (usted/ella/‚l) en un empleo de tiempo completo /durante todo o casi todo el a¤o? Cuente los per¡odos de trabajo por su cuenta /y el sevicio militar. (¨M s o menos cu ntos a¤os?) /^C1 / / ^B NUMBER OF YEARS J1233 1233 1234 1232(K2.K3) V (0/50,U51/99){Nn} Q1233B 19 R47_1_1. FIVE YEARS OR MORE? / R: WORK AND PENSIONS / / / ¨Eso fue cinco a¤os o m s? /^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 / R: WORK AND PENSIONS / / / 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 / R: WORK AND PENSIONS / / / ¨En qu‚ a¤o tuvo por £ltima vez (usted/su esposa/su esposo/su pareja) / en un empleo pagado de tiempo completo? / / ^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 / R: WORK AND PENSIONS / / ^B / YEAR J1237 1238 1235(N2) V (1900/1998){NNNN} Q1237UB 2 R47_3AGE.LAST AGE FULL-TIME / R: WORK AND PENSIONS / / AT AGE: ^B 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) V (0/99){Nn} Q1238UB 2 R47_3YRS.YEARS AGO FULL-TIME / R: WORK AND PENSIONS / / ^B YEARS AGO 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! V (0/99){Nn} Q1239UB 7 R47_4. AMOUNT EARN BEFORE TAXES / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / Ese a¤o, ¨m s o menos cu nto ganaba antes de los impuestos? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1240 1239 B1239(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1240 1241 1239(0+"0").1239(K1) J1240 1239 B1239(","."-"."+")=INVALID RESPONSE! V !.A$__,___.__!("range",0/100000) Q1240 DK. A30 DKDOL98.VQ C1 ^1239 C2 6 J1241 1239 B1240("X")=PLEASE ENTER CORRECT AMOUNT J1241 1242 1240(0) Q1241B R47_4F. FREQUENCY OF EARNINGS / R: WORK AND PENSIONS / / / ¨Y cada cu nto recib¡a esa cantidad? / / ^B C0 C1 D¡a C2 /7 102 2 C8 Suma total /un pago solamente C11 /12 102 2 C14 Por pieza/trabajo C18 Hora G 0,18,1/4,12,5,11,6,14,8,7 J1242 1241 B1241(0+"0")=PLEASE ENTER RESPONSE J1242 1243 1241(N7) Q1242U R47_4V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. J1243 1260 1239(A) V M!a_! Q1243UB 2 R47_5. # OF EMPLOYERS-ONE YEAR OR MORE /QxQ R: WORK AND PENSIONS / / / Contando todos los trabajos por su cuenta, ¨para cu ntos empleadores / distintos ha trabajado (usted/ella/‚l) en empleos de tiempo completo durante /un a¤o o m s? /^C1 / / ^B NUMBER OF EMPLOYERS V (0/99){Nn} Q1244B R47_6. LONGEST JOB / R: WORK AND PENSIONS / /~IF 1243(1) / Quisiera que me hablara sobre este empleo de tiempo completo que /~ELSE / Quisiera que me hablara sobre el empleo de tiempo completo m s largo que /~END / (usted/ella/‚l) tuvo. ¨Trabajaba para alguien, por su cuenta o cu l era / la situaci¢n? /^C1 / / ^B C0 C1 Para alguien C2 Por su cuenta C3 Otro J1245 1244 B1244(0+"0")=PLEASE ENTER RESPONSE J1245 1247 1244(N3) Q1245U R47_6V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1247U R47_8. WHAT KIND OF BUSINESS /QxQ R: WORK AND PENSIONS / / / ¨En qu‚ tipo de negocio o industria estaba trabajando? Es decir, / ¨qu‚ hac¡an o fabricaban en donde (usted/ella/‚l) trabajaba? V M!a_! Q1246U R47_7. WHAT SORT OF WORK /QxQ R: WORK AND PENSIONS / / / ¨Qu‚ tipo de trabaja hac¡a (usted/ella/‚l) antes de que dejara ese / empleo? / (H bleme un poco m s de lo que hac¡a.) V M!a_! Q1248B 1152 R47_9.YEAR/AGE/YEARS /QxQ R: WORK AND PENSIONS / / / ¨En qu‚ a¤o empez¢ (usted/ella/‚l) a trabajar en ese empleo? / / / ^B J1249 1248 B1248(0+"0")=PLEASE ENTER RESPONSE J1249 1250 1248(N1) Q1249UB 4 R47_9YR. YEAR START WORKING AT JOB / R: WORK AND PENSIONS / / ^B / YEAR J1250 1251 1248(N2) V (1945/1998,U1900/1944){NNNN} Q1250UB 2 R47_9AGE.AGE START WORKING AT JOB / R: WORK AND PENSIONS / / AT AGE: ^B 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) V (5/99){Nn} Q1251UB 2 R47_9YRS.YEARS AGO START WORKING AT JOB / R: WORK AND PENSIONS / / ^B YEARS AGO 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! V (0/99){Nn} Q1252B 1152 R47_10.YEAR/AGE/YEARS / R: WORK AND PENSIONS / / / ¨En qu‚ a¤o dej¢ (usted/ella/‚l) de trabajar en ese empleo? / / / ^B J1253 1252 B1252(0+"0")=PLEASE ENTER RESPONSE J1253 1254 1252(N1) Q1253UB 4 R47_10YR. YEAR STOPPED WORKING AT JOB / R: WORK AND PENSIONS / / ^B / YEAR J1254 1255 1252(N2) V (1945/1998,U1900/1944){NNNN} Q1254UB 2 R47_10AG.AGE STOPPED WORKING AT JOB / R: WORK AND PENSIONS / / AT AGE: ^B 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) V (5/99){Nn} Q1255UB 2 R47_10YS.YEARS AGO STOPPED WORKING AT JOB / R: WORK AND PENSIONS / / ^B YEARS AGO 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) V (0/99){Nn} Q1256UB 9 R47_11. AMOUT EARNING WHEN STOPPED / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / ¨M s o menos cu nto estaba (usted/ella/‚l) ganando antes de los impuestos / antes de dejar ese empleo? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1257 1256 B1256(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1257 1258 1256(0+"0") J1257 1256 B1256(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.__!("range",0/10000000) Q1257 DK. A30 DKDOL98.VQ C1 ^1256 C2 5 J1258 1256 B1257("X")=PLEASE ENTER CORRECT AMOUNT J1258 1259 1257(0) Q1258B R47_11F. FREQUENCY OF EARNINGS / R: WORK AND PENSIONS / / / ¨Y cada cu nto recib¡a esa cantidad? / / ^B C0 C1 D¡a C2 /7 102 2 C8 Suma total/un pago solamente C11 /12 102 11 C14 Por pieza/trabajo C18 Hora G 0,18,1/4,12,5,11,6,14,8,7 J1259 1258 B1258(0+"0")=PLEASE ENTER RESPONSE J1259 1260 1258(N7) Q1259U R47_11V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1260B 19 R47_12. PART-TIME ALL OR MOST OF YEAR / R: WORK AND PENSIONS / / / Desde que (usted/ella/‚l) ten¡a 18 a¤os, ¨hubo a¤os en que (s¢lo) trabaj¢ / tiempo parcial durante todo o casi todo el a¤o? /^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? / R: WORK AND PENSIONS / / / ¨M s o menos cu ntos a¤os (usted/ella/‚l) trabaj¢ tiempo parcial (por todo o /casi todo el a¤o)? / / ^B NUMBER OF YEARS V (0/99){Nn} Q1262B 19 R47_14. EXPECT TO WORK FOR PAY? / R: WORK AND PENSIONS / / / ¨Piensa (usted/ella/‚l) tener alg£n trabajo pagado en el futuro? /^C1 / / ^B J1263 976 1262(2.K2.K3) J1263 1262 B1262(0+"0")=PLEASE ENTER RESPONSE Q1263B R47_15.YEAR/AGE/YEARS / R: WORK AND PENSIONS / / / ¨En qu‚ a¤o piensa (usted/su esposa/su esposo/su pareja) empezar a trabajar? /^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 / R: WORK AND PENSIONS / / ^B / YEAR J1265 1266 1263(N2) V (1998/2050){NNNN} Q1265UB 2 R47_15AG. AGE EXPECT TO START / R: WORK AND PENSIONS / / AT AGE: ^B 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) V (18/99){NN} Q1266UB 2 R14_15YS.EXPECT TO START IN # YEARS / R: WORK AND PENSIONS / / IN ^B YEARS J1267 1268 1263(N4) Q1267U R47_15V. COMMENT FOR DEPENDS / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1268B R47_16. ANY FULL-TIME WORK / R: WORK AND PENSIONS / / / ¨Parte de ese trabajo ser  en un empleo de tiempo completo? /^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 / R: WORK AND PENSIONS / / /PLEASE SPECIFY. J1270 1280 1268(2.3.K2.K3) V M!a_! Q1270B 1263 R47_17.YEAR/AGE/YEARS / R: WORK AND PENSIONS / / / ¨En qu‚ a¤o piensa (usted/ella/‚l) empezar a trabajar tiempo completo? /^C1 / / ^B J1271 1270 B1270(0+"0")=PLEASE ENTER RESPONSE J1271 1272 1270(N1) Q1271UB 4 R47_17YR. YEAR EXPECT TO START FULL-TIME / R: WORK AND PENSIONS / / ^B / YEAR J1272 1273 1270(N2) V (1998/2050){NNNN} Q1272UB 2 R47_17AG. AGE EXPECT TO START FULL-TIME / R: WORK AND PENSIONS / / AT AGE: ^B 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) V (18/99){NN} Q1273UB 2 R14_17YS.EXPECT TO START IN # YEARS FULL-TIME / R: WORK AND PENSIONS / / IN ^B YEARS J1274 1275 1270(N4) Q1274U R47_17V. COMMENT FOR DEPENDS / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1275B R47_18.YEAR/AGE/YEARS / R: WORK AND PENSIONS / / / ¨En qu‚ a¤o piensa (usted/ella/‚l) dejar de trabajar tiempo completo? /^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 / R: WORK AND PENSIONS / / ^B / YEAR J1277 1278 1275(N2) V (1998/2050){NNNN} Q1277UB 2 R47_18AG. AGE EXPECT TO STOP FULL-TIME / R: WORK AND PENSIONS / / AT AGE: ^B 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) V (18/99){NN} Q1278UB 2 R47_18YS.EXPECT TO STOP IN # YEARS FULL-TIME / R: WORK AND PENSIONS / / IN ^B YEARS J1279 1280 1275(N4) V (0/99){Nn} Q1279U R47_18V. COMMENT FOR DEPENDS / R: WORK AND PENSIONS / / /PLEASE SPECIFY. J1280 976 1275(5) V M!a_! Q1280B R47_19.YEAR/AGE/YEARS / R: WORK AND PENSIONS / / / ¨En qu‚ a¤o piensa (usted/ella/‚l) dejar definitivamente de trabajar por /paga? /^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 / R: WORK AND PENSIONS / / ^B / YEAR J1282 1283 1280(N2) V (1998/2050){NNNN} Q1282UB 2 R47_19AG. AGE EXPECT TO STOP ALTOGETHER / R: WORK AND PENSIONS / / AT AGE: ^B 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) V (18/99){NN} Q1283UB 2 R47_19YS.EXPECT TO STOP IN # YEARS ALTOGETHER / R: WORK AND PENSIONS / / IN ^B YEARS J1284 976 1280(N4) V (0/99){Nn} Q1284U R47_19V. COMMENT FOR DEPENDS / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1286B 19 R96. RECEIVING SOCIAL SECURITY? / R: WORK AND PENSIONS / /~IF M7(2/3)+25(1) /~IF M976(G0)+1047(1) / ¨Usted (o su esposo/o su esposa/o su pareja) est  recibiendo actualmente /pagos de beneficios del Seguro Social? /~ELSE / ¨Usted (o su esposo/o su esposa/o su pareja) est  recibiendo actualmente /pagos de beneficios del Seguro Social o alg£n otro tipo de pago de pensi¢n, /jubilaci¢n o incapacidad? /~END /~ELSE /~IF M976(G0)+1047(1) / ¨Usted est  recibiemdo actualmente pagos de beneficios del Seguro Social? /~ELSE / ¨Usted est  recibiendo actualmente pagos de beneficios del Seguro Social o /alg£n otro tipo de pago de pensi¢n, jubilaci¢n o incapacidad? /~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 R: WORK AND PENSIONS / / / ¨Esos pagos incluyen beneficios del Seguro Social? /^C1 / / ^B J1288 1299 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 R: WORK AND PENSIONS / / ¨Est  usted y su (esposo/esposa/pareja) recibiendo pagos del Seguro Social o /s¢lo uno de los dos los recibe? (¨Qui‚n?) / 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 / R: WORK AND PENSIONS / /~IF 1289(1) / ¨Los pagos que recibe a su nombre son por jubilaci¢n, por incapacidad o son /beneficios para deudos? /~ELSE / ¨Los pagos que recibe su (esposo/esposa/pareja) son por jubilaci¢n, por /incapacidad o son beneficios para deudos? /~END / / ^B C0 C1 Jubilaci¢n C2 Incapacidad C3 Deudos 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 / R: WORK AND PENSIONS / / /~IF 1289(1) / ¨Cu ntos a¤os hace que recibe usted esos beneficios? /~ELSE /~IF M6(2)+8(1) / ¨Cu ntos a¤os hace que recibe ‚l esos beneficios? /~ELSE / ¨Cu ntos a¤os hace que recibe ella esos beneficios? /~END /~END /^C1 / / ^B J1292 1291 B1291(0+"0")=PLEASE ENTER RESPONSE J1292 1293 1291(N1) Q1292UB 2 R96_5YRS. HOW LONG RECEIVED- YEARS / R: WORK AND PENSIONS / / / NUMBER OF YEARS: ^B 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) V (0/99){Nn} Q1293UB 2 R96_5AGE. HOW LONG RECEIVED - SINCE AGE / R: WORK AND PENSIONS / / SINCE AGE: ^B 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) V (1/99){NN} Q1294UB 4 R96_5YR. HOW LONG RECEIVED - SINCE YEAR / R: WORK AND PENSIONS / / SINCE YEAR: ^B V (1896/1998){NNNN} Q1295UB 7 R96_6. AMOUNT RECEIVE / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 1289(1) / ¨Cu nto recibe usted a su nombre al mes o al a¤o? /~ELSE /~IF M6(2)+8(1) / ¨Cu nto recibe ‚l al mes o al a¤o? /~ELSE / ¨Cu nto recibe ella al mes o al a¤o? /~END /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1296 1295 B1295(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1296 1295 B1295(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",1/9999999) Q1296 DK. A30 DKDOL98.VQ C1 ^1295 C2 7 J1297 1295 B1296("X")=PLEASE ENTER CORRECT AMOUNT J1297 1298 1296(0) Q1297B R96_6F. FREQUENCY OF RETIREMENT PAYMENTS / R: WORK AND PENSIONS / / /~IF 1289(1) / ¨Y cada cu nto recibe usted esa cantidad? /~ELSE /~IF M6(2)+8(1) / ¨Y cada cu nto recibe ‚l esa cantidad? /~ELSE / ¨Y cada cu nto recibe ella esa cantidad? /~END /~END / / ^B C0 C4 Mes C6 A¤o C7 Otro J1298 1297 B1297(0+"0")=PLEASE ENTER RESPONSE J1298 1289 1297(N7) Q1298U R96_6V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. R1289 1298 J1299 1300 1286(K2)=:Ð: J1299 1300 M976(G0)+1047(1) J1299 1300 1286(1)+1287(2)=:1: V M!a_! Q1299B 19 R97. RECEIVING OTHER RETIREMENT? / R: WORK AND PENSIONS / / /~IF M7(2/3)+25(1) / ¨Est  usted (o su esposo/o su esposa/o su pareja) actualmente recibiendo /alg£n otro pago de beneficios por jubilaci¢n, pensi¢n o incapacidad? /~ELSE / ¨Est  usted actualmente recibiendo alg£n otro pago de beneficios por /jubilaci¢n, pensi¢n o incapacidad? /~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 / R: WORK AND PENSIONS / / /~IF M7(2/3)+25(1) /~IF 1286(1).1287(1) / Sin contar los del Seguro Social, ¨cu ntos pagos de beneficios por jubilaci¢n, /pensi¢n o incapacidad est  recibiendo actualmente usted (y su esposo/y su /esposa/y su pareja)? /~ELSE / ¨Cu ntos pagos de beneficios por jubilaci¢n, pensi¢n o incapacidad est  /recibiendo actualmente usted (y su esposo/y su esposa/y su pareja)? /~END /~ELSE /~IF 1286(1).1287(1) / Sin contar los del Seguro Social, ¨cu ntos pagos de beneficios por jubilaci¢n, /pensi¢n o incapacidad est  recibiendo actualmente usted? /~ELSE / ¨Cu ntos pagos de beneficios por jubilaci¢n, pensi¢n o incapacidad est  /recibiendo actualmente usted? /~END /~END /~IF M976(1)+1047(1) /~IF M976(2)+1047(1) / Contando todos los pagos que me ha dicho que est  recibiendo usted (y su /esposo/y su esposa/y su pareja) . /~ELSE / Contando todos los pagos que me ha dicho que est  usted recibiendo. /~END /~ELSE M976(2)+1047(1) / Contando todos los pagos que me ha dicho que est  recibiendo (su esposo/su /esposa/su pareja). /~END / (DO NOT INCLUDE INCOME FROM IRA AND KEOGH ACCOUNTS ALREADY REPORTED.) / / / NUMBER OF PENSION/DISABILITY PAYMENTS: ^B J1599 1599 1301 1300(0+"0") V (0/99){Nn} Q1599U / / / EARLIER R REPORTED R/SPOUSE RECEIVING CURRENT BENEFITS FROM A / PENSION. / / EXPLAIN THE INCONSISTENCY / OR BACK UP AND CHANGE THE NUMBER OF CURRENT PENSIONS. J1301 1617 1300(0+"0") V M!a_! Q1301S BENEFIT STEP-THROUGH C1 primer beneficio C2 segundo beneficio C3 tercer beneficio C4 cuarto beneficio C5 quinto beneficio C6 sexto beneficio 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 / R: WORK AND PENSIONS /~IF 1301(LEQ1300) /^1301 OF ^1300 /~ELSE /^1300 /~END / / /~IF 1300(1)+1301(1) / En cu nto a este beneficio, ¨qui‚n recibe estos pagos, usted o /~ELSE / En cu nto al ^1301, ¨qui‚n recibe estos pagos, usted o /~END / su (esposo/esposa/pareja)? / / ^B C0 C1 RESPONDENT C2 SPOUSE/PARTNER J1303 1302 B1302(0+"0")=PLEASE ENTER RESPONSE Q1303B R97_3. CURRENT JOB, PAST DISABILITY... /QxQ R: WORK AND PENSIONS /~IF 1301(LEQ1300) /^1301 OF ^1300 /~ELSE /^1300 /~END / /~IF 1301(G1) / En cuanto al siguiente beneficio, . . . /~END /~IF M976(1)+1047(1.K2.K3) / ¨Este pago es un beneficio de su empleo actual, de un empleo anterior, un /pago por incapacidad o /~ELSE / ¨Este pago es un beneficio de un empleo anterior, un pago por incapacidad o /~END / prestaci¢n militar, la pensi¢n de su esposo(a) o es de otro tipo? /^C1 / / ^B C0 C1 Pensi¢n por empleo actual C2 Pensi¢n por empleo anterior C3 Incapacidad C4 Militar C5 Pensi¢n del esposo(a) C6 Otro 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 / R: WORK AND PENSIONS /~IF 1301(LEQ1300) /^1301 OF ^1300 /~ELSE /^1300 /~END / / / /PLEASE SPECIFY. V M!a_! Q1305B 1004 R97_4.YEARS/AGE/YEAR / R: WORK AND PENSIONS /~IF 1301(LEQ1300) /^1301 OF ^1300 /~ELSE /^1300 /~END / / / /~IF 1302(1) / ¨Hace cu nto tiempo recibe usted estos beneficios? /~ELSE / ¨Hace cu nto tiempo recibe (‚l/ella) estos beneficios? /~END /^C1 / / ^B J1306 1305 B1305(0+"0")=PLEASE ENTER RESPONSE J1306 1307 1305(N1) Q1306UB 2 R97_4YRS. HOW LONG RECEIVED - YEARS / R: WORK AND PENSIONS /~IF 1301(LEQ1300) /^1301 OF ^1300 /~ELSE /^1300 /~END / / / / NUMBER OF YEARS: ^B 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) V (0/99){Nn} Q1307UB 2 R97_4AGE. HOW LONG RECEIVED - SINCE AGE / R: WORK AND PENSIONS /~IF 1301(LEQ1300) /^1301 OF ^1300 /~ELSE /^1300 /~END / / / SINCE AGE: ^B 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) V (0/99){Nn} Q1308UB 4 R97_4. HOW LONG RECEIVED - SINCE YEAR / R: WORK AND PENSIONS /~IF 1301(LEQ1300) /^1301 OF ^1300 /~ELSE /^1300 /~END / / / SINCE YEAR: ^B V (1896/1998){NNNN} Q1309UB 6 R97_5. AMOUNT RECEIVED / R: WORK AND PENSIONS /~IF 1301(LEQ1300) /^1301 OF ^1300 /~ELSE /^1300 /~END / / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / / ¨Cu nto recibe al mes o al a¤o? / / IF R GIVES RANGE, PRESS [F9] KEY. / / / ^B J1310 1309 B1309(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1310 1311 1309(0+"0").1309(K1) J1310 1309 B1309(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range",1/999999) Q1310 DK. A30 DKDOL98.VQ C1 ^1309 C2 7 J1311 1309 B1310("X")=PLEASE ENTER CORRECT AMOUNT J1311 1314 1310(0) Q1311B R97_5F. FREQUENCY OF PAYMENTS / R: WORK AND PENSIONS /~IF 1301(LEQ1300) /^1301 OF ^1300 /~ELSE /^1300 /~END / / / ¨Y cada cu nto se recibe esa cantidad? / / ^B C0 C4 Mes C6 A¤o C7 Otro J1312 1311 B1311(0+"0")=PLEASE ENTER RESPONSE J1312 1313 1311(N7) Q1312U R97_5V. COMMENT FOR OTHER / R: WORK AND PENSIONS /~IF 1301(LEQ1300) /^1301 OF ^1300 /~ELSE /^1300 /~END / / / /PLEASE SPECIFY. V M!a_! Q1313B 19 R97_6. INCREASE WITH COST OF LIVING? /QxQ R: WORK AND PENSIONS /~IF 1301(LEQ1300) /^1301 OF ^1300 /~ELSE /^1300 /~END / / / ¨Este pago ha aumentado con los aumentos del costo de vida? /^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 / R: WORK AND PENSIONS / / / 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.. / R: WORK AND PENSIONS /~IF 1301(LEQ1300) /^1301 OF ^1300 /~ELSE /^1300 /~END / /~IF 1302(1) / Si usted llegara a morir, ¨qu‚ porcentaje de este pago /~IF M6(1)+8(1)+20(1.3.4) / seguir¡a recibiendo su esposa o ya no habr¡an pagos de beneficios? /~ELSE / seguir¡a recibiendo su esposo o ya no habr¡an pagos de beneficios? /~END /~ELSE /~IF M6(1)+8(1)+20(1.3.4) / Si su esposa llegara a morir, ¨qu‚ porcentaje de este pago /~ELSE / Si su esposo llegara a morir, ¨qu‚ porcentaje de este pago /~END / seguir¡a recibiendo usted o ya no habr¡an pagos de beneficios? /~END /^C1 / / ^B C0 C1 ENTER PERCENTAGE C2 STOP C3 OTHER J1316 1315 B1315(0+"0")=PLEASE ENTER RESPONSE J1316 1317 1315(N1) Q1316UB 5 R97_8. PERCENTAGE / R: WORK AND PENSIONS /~IF 1301(LEQ1300) /^1301 OF ^1300 /~ELSE /^1300 /~END / / / / PERCENT: ^B J1317 1318 1315(N3) V !.U___.__%!(1/99999) Q1317U R97_8V. COMMENT FOR OTHER / R: WORK AND PENSIONS /~IF 1301(LEQ1300) /^1301 OF ^1300 /~ELSE /^1300 /~END / / / /PLEASE SPECIFY. J1318 1617 1301(6) V M!a_! Q1318B 19 R97_9. ANOTHER BENEFIT? / R: WORK AND PENSIONS /~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)+25(1) / ¨Hay alguna otra pensi¢n de la que usted o su (esposo/esposa/pareja) /recibe beneficios? /~ELSE / ¨Hay alguna otra pensi¢n de la que usted recibe beneficios? /~END /~END / / / ^B J1301 1617 1318(2.K2.K3) J1301 1318 B1318(0+"0")=PLEASE ENTER RESPONSE R1301 1318 J1617 1319 1318(K2.K3) J1617 1617 1319 1318(1).1301(LQ1300) Q1617UB 6 MOP2.REMAINING PENSION BENEFITS / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF M7(2/3)+25(1) / ¨Cu nto recibe usted o su (esposo/esposa/pareja) al mes o al a¤o de todas /las otras pensiones de ese tipo? /~ELSE / ¨Cu nto recibe usted al mes o al a¤o de todas las otras pensiones de ese /tipo? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1618 1617 B1617(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1618 1319 1617(0+"0") J1618 1617 B1617(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range",1/999999) Q1618 DK. A30 DKDOL98.VQ C1 ^1617 C2 7 J1619 1617 B1618("X")=PLEASE ENTER CORRECT AMOUNT J1619 1319 1618(0) Q1619B R97_5F. FREQUENCY OF PAYMENTS / R: WORK AND PENSIONS / / / ¨Y cada cu nto recibe esa cantidad? / / ^B C0 C4 Mes C6 A¤o C7 Otro J1620 1619 B1619(0+"0")=PLEASE ENTER RESPONSE J1620 1319 1619(N7) Q1620U R97_5V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1319B 19 R98. CASH SETTLEMENT /QxQ R: WORK AND PENSIONS / / /~IF M7(2/3)+25(1) / ¨Alguna vez ha recibido usted (o su esposo/o su esposa/o su pareja) un pago /£nico en efectivo de un plan de pensi¢n o jubilaci¢n relacionado con un empleo /anterior? /~ELSE / ¨Alguna vez ha recibido usted un pago £nico en efectivo de un plan de /pensi¢n o jubilaci¢n relacionado con un empleo anterior? /~END / / No cuente indemnizaci¢n por despido o compensaci¢n al trabajador. Cuente / cualquier acuerdo o pago a£n si ‚sta es una cantidad que pasa o se /transfiere a un nuevo plan de pensi¢n o a una cuenta IRA o Keogh. / / / ^B J1320 1330 1319(2.K2.K3) J1320 1319 B1319(0+"0")=PLEASE ENTER RESPONSE Q1320UB 2 R98_1. NUMBER OF CASH SETTLEMENTS / R: WORK AND PENSIONS / /~IF M7(2/3)+25(1) / ¨Cu ntos pagos en efectivo distintos ha recibido usted (o su esposo/ o su /esposa/ o su pareja)? /~ELSE / ¨Cu ntos pagos en efectivo distintos ha recibido usted? /~END / / ^B V (1/99){Nn} Q1321S CASH SETTLEMENT STEP-THROUGH C1 primer pago en efectivo C2 segundo pago en efectivo C3 tercer pago en efectivo C4 cuarto pago en efectivo C5 quinto pago en efectivo C6 sexto pago en efectivo 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? / R: WORK AND PENSIONS /~IF 1321(LEQ1320) /SETTLEMENT: ^0=1321= OF ^1320 /~ELSE /SETTLEMENT: ^0=1321= /~END / / /~IF 1320(1)+1321(1) / ¨Qui‚n recibi¢ este pago, usted o su (esposo/esposa/pareja)? /~ELSE / ¨Qui‚n recibi¢ el ^1321 pago, usted o su (esposo/esposa/pareja)? /~END /^C1 / / ^B C0 C1 Entrevistado(a) (Respondent) C2 Esposo(a)/pareja J1323 1322 B1322(0+"0")=PLEASE ENTER RESPONSE Q1323UB 9 R98_3. AMOUNT OF CASH SETTLEMENT / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN /~IF 1321(LEQ1320) /SETTLEMENT: ^0=1321= OF ^1320 /~ELSE /SETTLEMENT: ^0=1321= /~END / / / /~IF 1320(1)+1321(1) / ¨De cu nto fue este pago £nico? /~ELSE / ¨De cu nto fue este ^1321 pago £nico? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1324 1323 B1323(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1324 1323 B1323(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q1324 DK. A30 DKDOL98.VQ C1 ^1323 C2 6 J1325 1323 B1324("X")=PLEASE ENTER CORRECT AMOUNT Q1325B R98_4.YEAR/AGE/YEARS / R: WORK AND PENSIONS /~IF 1321(LEQ1320) /SETTLEMENT: ^0=1321= OF ^1320 /~ELSE /SETTLEMENT: ^0=1321= /~END / /~IF 1320(1)+1321(1) / ¨En qu‚ a¤o se recibi¢ este pago £nico? /~ELSE / ¨En qu‚ a¤o se recibi¢ este ^1321 pago £nico? /~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 / R: WORK AND PENSIONS /~IF 1321(LEQ1320) /SETTLEMENT: ^0=1321= OF ^1320 /~ELSE /SETTLEMENT: ^0=1321= /~END / / ^B / YEAR J1327 1328 1325(N2) V (1896/1998){NNNN} Q1327UB 2 R98_4AGE. WHEN RECEIVED - AGE / R: WORK AND PENSIONS /~IF 1321(LEQ1320) /SETTLEMENT: ^0=1321= OF ^1320 /~ELSE /SETTLEMENT: ^0=1321= /~END / / AT AGE: ^B 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) V (0/99){Nn} Q1328UB 2 R98_4YRS. WHEN RECEIVED - YEARS AGO / R: WORK AND PENSIONS /~IF 1321(LEQ1320) /SETTLEMENT: ^0=1321= OF ^1320 /~ELSE /SETTLEMENT: ^0=1321= /~END / / ^B YEARS AGO 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! J1329 1614 1321(6)+1320(G6)=:1: J1329 1614 1321(6) V (0/99){Nn} Q1329B 19 R98_5. ANOTHER CASH SETTLEMENT? / R: WORK AND PENSIONS /~IF 1321(LEQ1320) /SETTLEMENT: ^0=1321= OF ^1320 /~ELSE /SETTLEMENT: ^0=1321= /~END / /~IF 1321(LQ1320) / INTERVIEWER: CAN R PROVIDE DETAIL ON ANOTHER CASH SETTLEMENT? /~ELSE /~IF M7(2/3)+25(1) / ¨Recibi¢ usted o su (esposo/esposa/pareja) alg£n otro pago £nico de ese /tipo? /~ELSE / ¨Recibi¢ usted alg£n otro pago £nico de ese tipo? /~END /~END / /^C1 / / ^B R1321 1329 J1321 1614 1329(2.K2.K3) J1602 1329 B1329(0+"0")=PLEASE ENTER RESPONSE J1614 1602 1329(K2.K3) J1614 1614 1602 1329(1).1321(LQ1320) Q1614UB 9 R98_6.AMOUNT RECEIVED FROM REMAINING SETTLEMENTS / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(LE1)=6AM25(N2)= / ¨De cu nto es el total que usted recibi¢ de todos los otros pagos £nicos de /ese tipo? /~ELSE / ¨De cu nto es el total que usted y su familia que vive aqu¡ recibi¢ de todos /los otros pagos £nicos de ese tipo? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1615 1614 B1614(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1615 1602 1614(0+"0") J1615 1614 B1614(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q1615 DK. A30 DKDOL98.VQ C1 ^1614 C2 6 J1602 1614 B1615("X")=PLEASE ENTER CORRECT AMOUNT J1602 1330 1319(N1) Q1602MC /QxQ R: WORK AND PENSIONS / /~IF M7(2/3)+25(1) / ¨Qu‚ hizo usted (y su esposo/y su esposa/y su pareja) con el dinero de /~ELSE / ¨Qu‚ hizo usted con el dinero de /~END /~IF 1320(1) / este pago £nico -- lo pas¢ a una cuenta IRA, lo us¢ para invertirlo /~ELSE / estos pagos £nicos -- lo pas¢ a una cuenta IRA, lo us¢ para invertirlo /~END / de alguna otra manera, lo gast¢ en art¡culos o bienes duraderos, lo gast¢ de /alguna otra manera o hizo otra cosa? / C1 Pas¢ o transfiri¢ a otra cuenta C2 Otras inversiones C3 Art¡culos o mercanc¡as C4 Otras compras C5 OTHER (SPECIFY) C10 G 1/5 J1603 1603 1330 1602(5) Q1603U / R: WORK AND PENSIONS / / PLEASE SPECIFY. V M!a_! Q1330B 19 R99. FUTURE PENSION BENEFITS? / R: WORK AND PENSIONS / / /~IF M7(2/3)+25(1) / Ahora quisiera hacerle algunas preguntas sobre los beneficios de pensi¢n /que usted y su (esposo/esposa/pareja) van a recibir en el futuro. Aparte del / Seguro Social y otras pensiones y de los beneficios de pensiones de los / que ya me ha hablado, ¨usted y su (esposo/esposa/pareja) piensan que van a /recibir alg£n (otro) beneficio de pensi¢n en el futuro? / /~ELSE / Ahora quisiera hacerle algunas preguntas sobre los beneficios de pensi¢n / que usted va a recibir en el futuro. Aparte del Seguro Social y otras /pensiones y de los benenficios de pensiones de los que ya me ha hablado, ¨usted /piensa que va a recibir alg£n (otro) beneficio de pensi¢n en el futuro? /~END / / / ^B J1331 1349 1330(2.K2.K3) J1331 1330 B1330(0+"0")=PLEASE ENTER RESPONSE Q1331UB 2 R99_1. NUMBER OF FUTURE BENEFITS / R: WORK AND PENSIONS / / /~IF M7(2/3)+25(1) / ¨Cu ntos beneficios de este tipo piensa que van a recibir usted y su /(esposo/esposa/pareja) en el futuro? /~ELSE / ¨Cu ntos beneficios de este tipo piensa que va a recibir usted en el futuro? /~END / / ^B V (1/99){Nn} Q1332S FUTURE BENEFIT STEP-THROUGH C1 el/la m s grande C2 siguiente C3 siguiente C4 siguiente C5 siguiente C6 siguiente 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? / R: WORK AND PENSIONS /~IF 1332(LEQ1331) /PENSION: ^0=1332= OF ^1331 /~ELSE /PENSION: ^0=1332= /~END / /~IF 1331(1)+1332(1) / ¨Qui‚n espera recibir este beneficio? /~ELSE / ¨Qui‚n espera recibir el ^1332 beneficio? /~END / /~IF 1332(1)+1331(G1) / IF R ANSWERS DK: H bleme primero sobre sus beneficios. / / WE DO NOT CARE WHICH PLAN IS LARGEST, TAKE ANY PLAN. /~END / / ^B C0 C1 Entrevistado(o) C2 Esposo(a)/pareja J1334 1333 B1333(0+"0")=PLEASE ENTER RESPONSE Q1334B R99_3. INCOME FORMULA, ACCOUNT... /QxQ R: WORK AND PENSIONS /~IF 1332(LEQ1331) /PENSION: ^0=1332= OF ^1331 /~ELSE /PENSION: ^0=1332= /~END / / /~IF 1331(1)+1332(1) / En cuanto a este beneficio, ¨es un pago de un plan de pensi¢n /~ELSE / En cuanto al ^1332 beneficio, ¨es un pago de un plan de pensi¢n /~END /~IF 1333(1) / en el cual cierta cantidad de dinero se acumula en una cuenta a su nombre, / o es un plan de f¢rmula que le va a dar una cantidad espec¡fica de dinero / al mes o al a¤o cuando usted se jubile o es de otro tipo? /~ELSE / en el cual cierta cantidad de dinero se acumula en una cuenta a nombre de / su (esposo/esposa/pareja), o es una plan de f¢rmula que le va a dar cierta / cantidad espec¡fica de dinero al mes o al a¤o cuando (‚l/ella) se jubile o / es de otro tipo? /~END /^C1 / / ^B C0 C1 Plan de f¢rmula C2 Cuenta C3 Ambos J1335 1338 1334(1) J1335 1334 B1334(0+"0")=PLEASE ENTER RESPONSE Q1335B R99_3_1. LUMP SUM OR REGULAR PAYMENT? / R: WORK AND PENSIONS /~IF 1332(LEQ1331) /PENSION: ^0=1332= OF ^1331 /~ELSE /PENSION: ^0=1332= /~END / / /~IF 1333(1) / Cuando se jubile, ¨recibir  el dinero de la cuenta en un solo pago total, / o lo recibir  en pagos regulares? /~ELSE / Cuando su (esposo/esposa/pareja) se jubile, ¨recibir  el dinero de la cuenta /en un solo pago total, o lo recibir  en pagos regulares? /~END /^C1 / / ^B C0 C1 Suma total C2 Pagos regulares J1336 1335 B1335(0+"0")=PLEASE ENTER RESPONSE J1336 1338 1334(K2.K3)+1335(K2.K3) Q1336UB 9 R99_4. AMOUNT IN ACCOUNT / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN /~IF 1332(LEQ1331) /PENSION: ^0=1332= OF ^1331 /~ELSE /PENSION: ^0=1332= /~END / / / / ¨Cu nto hay en esa cuenta ahora? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1337 1336 B1336(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1337 1336 B1336(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q1337 DK. A30 DKDOL98.VQ C1 ^1336 C2 6 J1338 1336 B1337("X")=PLEASE ENTER CORRECT AMOUNT Q1338B R99_5. YEARS/AGE YEARS / R: WORK AND PENSIONS /~IF 1332(LEQ1331) /PENSION: ^0=1332= OF ^1331 /~ELSE /PENSION: ^0=1332= /~END / /~IF 1333(1) / ¨Cu ndo piensa empezar a recibir este beneficio de pensi¢n? /~ELSE / ¨Cu ndo piensa (‚l/ella) empezar a recibir este beneficio de pensi¢n? /~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 / R: WORK AND PENSIONS /~IF 1332(LEQ1331) /PENSION: ^0=1332= OF ^1331 /~ELSE /PENSION: ^0=1332= /~END / / NUMBER OF YEARS: ^B J1340 1341 1338(N2) V (0/99){Nn} Q1340UB 2 R99_5AG. WHEN EXPECT TO RECEIVE - AGE / R: WORK AND PENSIONS /~IF 1332(LEQ1331) /PENSION: ^0=1332= OF ^1331 /~ELSE /PENSION: ^0=1332= /~END / / AT AGE: ^B J1341 1340 B1340(G0)+M6(1)+14(GQ1340)=THAT IS YOUNGER THAN R'S CUR /RENT AGE! J1341 1342 1338(N3) V (1/99){Nn} Q1341UB 4 R99_5YR. WHEN EXPECT TO RECEIVE - YEAR / R: WORK AND PENSIONS /~IF 1332(LEQ1331) /PENSION: ^0=1332= OF ^1331 /~ELSE /PENSION: ^0=1332= /~END / / IN THE YEAR: ^B J1342 1346 1335(1) V (1998/2050){NNNN} Q1342UB 7 R99_6. AMOUNT OF EXPECTED PAYMENTS / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN /~IF 1332(LEQ1331) /PENSION: ^0=1332= OF ^1331 /~ELSE /PENSION: ^0=1332= /~END / / / /~IF 1333(1) / ¨M s o menos de cu nto piensa usted que van a ser? /~ELSE / ¨M s o menos de cu nto piensa (‚l/ella) que van a ser? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / / ^B J1343 1342 B1342(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1343 1342 B1342(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",1/9999999) Q1343 DK. A30 DKDOL98.VQ C1 ^1342 C2 7 J1344 1342 B1343("X")=PLEASE ENTER CORRECT AMOUNT J1344 1345 1343(0).1335(1) Q1344B R99_6F. FREQUENCY OF EXPECTED PAYMENTS / R: WORK AND PENSIONS /~IF 1332(LEQ1331) /PENSION: ^0=1332= OF ^1331 /~ELSE /PENSION: ^0=1332= /~END / / / ¨Y cada cu nto piensa que va a recibir esa cantidad? / / ^B C0 C2 Semana C3 Cada dos semanas C4 Mes C5 Trimestre C6 A¤o C7 Otro C8 Suma total/un pago solamente C11 Dos veces al a¤o C12 Cada dos meses G 0,2/4,12,5,11,6,8,7 J1345 1344 B1344(0+"0")=PLEASE ENTER RESPONSE J1345 1346 1344(N7) Q1345U R99_6V. COMMENT FOR OTHER / R: WORK AND PENSIONS /~IF 1332(LEQ1331) /PENSION: ^0=1332= OF ^1331 /~ELSE /PENSION: ^0=1332= /~END / / /PLEASE SPECIFY. J1346 1621 1332(6)+1331(G6)=:1: J1346 1621 1332(6) V M!a_! Q1346B 19 R99_7. ANOTHER FUTURE BENEFIT? /~IF 1332(LEQ1331) /~IF 1332(LEQ1331) /PENSION: ^0=1332= OF ^1331 /~ELSE /PENSION: ^0=1332= /~END / /~IF 1332(LQ1331) /~ELSE / ¨Hay alg£n otro beneficio de ese tipo que espera recibir en el futuro? /~END /^C1 / / ^B J1332 1621 1346(2.K2.K3) J1332 1346 B1346(0+"0")=PLEASE ENTER RESPONSE R1332 1346 J1621 1347 1346(K2.K3) J1621 1621 1347 1346(1).1332(LQ1331) Q1621UB 7 MOP2.REMAINING PENSION BENEFITS / R: WORK AND PENSIONS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF M7(2/3) / ¨De cu nto es el total que usted o su (esposo/esposa/pareja) espera recibir / de todas las otras pensiones de ese tipo en el futuro? /~ELSE / ¨De cu nto es el total que usted espera recibir / de todas las otras pensiones de ese tipo en el futuro? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1622 1621 B1621(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1622 1347 1621(0+"0") J1622 1621 B1621(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range",1/999999) Q1622 DK. A30 DKDOL98.VQ C1 ^1621 C2 7 J1623 1621 B1622("X")=PLEASE ENTER CORRECT AMOUNT J1623 1347 1622(0) Q1623B R97_5F. FREQUENCY OF PAYMENTS / R: WORK AND PENSIONS / / / ¨Y cada cu nto piensa que va a recibir esa cantidad? / / ^B C0 C2 Semana C3 Cada dos semanas C4 Mes C5 Trimestre C6 A¤o C7 Otro C8 Suma total/un pago solamente C11 Dos veces al a¤o C12 Cada dos meses G 0,2/4,12,5,11,6,8,7 J1624 1623 B1623(0+"0")=PLEASE ENTER RESPONSE J1624 1347 1623(N7) Q1624U R97_5V. COMMENT FOR OTHER / R: WORK AND PENSIONS / / /PLEASE SPECIFY. V M!a_! Q1347B R100. IRA, KEOGH? / R: WORK AND PENSIONS / / /~IF 1332(1) / ¨Esta pensi¢n forma parte de un plan IRA, KEOGH, o de alg£n otro beneficio /de pensi¢n /~ELSE / ¨Alguna de estas pensiones forma parte de un plan IRA, KEOGH, o de alg£n /otro beneficio de pensi¢n /~END / del cual usted ya me haya hablado? / / / ^B C0 C1 S¡, IRA/KEOGH C2 S¡, pensi¢n C3 No J1349 1347 B1347(0+"0")=PLEASE ENTER RESPONSE Q1349B PREAMBLE FROM FIRST QUESTION / T: INCOME, TAXES, SUPPORT / / /~IF 0A(LE1)=6AM25(N2)= / Hemos hablado de diversas fuentes de ingresos en esta entrevista. Debido a / la importancia de los ingresos en este estudio, queremos asegurarnos que / tenemos el mejor panorama general de las fuentes de ingresos que usted / recibi¢ en 1997. /~ELSE / Hemos hablado de diversas fuentes de ingresos en esta entrevista. Debido a / la importancia de los ingresos en este estudio, queremos asegurarnos que / tenemos el mejor panorama general de las fuentes de ingresos que usted / y los miembros de su familia que viven aqu¡ recibieron en 1997. /~END / / / ^B C0 C1 CONTINUE J1350 1349 B1349(0+"0")=ARROW DOWN TO "CONTINUE" Q1350S TYPE OF INCOME STEP-THROUGH C1 sueldos y salarios C2 una pr ctica profesional, negocio, sociedad limitada o / granja C3 inversiones exentas de impuestos tales como bonos muni /cipales C4 otro ingreso por intereses C5 dividendos C6 ganancias o p‚rdidas netas de fondos mutuales por la v /enta de acciones, C7 renta neta, ingresos de fideicomisos o "trusts" o rega /l¡as provenientes de C8 compensaci¢n por desempleo o compensaci¢n para el trab /ajador C9 manutenci¢n de ni¤os o pensi¢n alimenticia recibida po /r usted o su familia C10 ingresos por pensiones del Seguro Social o de otro tip /o, anualidades, u C11 TANF, cupones para comida, o alguna otra forma de "wel /fare" o asistencia C12 alguna otra fuente? J1587 1285 Q1587X C1 7 C2 12,18 C3 8b C4 8a C5 9 C6 13,14 C7 17 C8 19 C9 11 C10 16a,20a C11 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 T: INCOME, TAXES, SUPPORT / / /~IF 0A(LE1)=6AM25(N2)= /~IF 1350(N2+N4) /¨Tuvo usted ingresos de /~ELSE 1350(4) / ¨Tuvo alg£n otro ingreso por intereses? /~ELSE 1350(2) / ¨Tuvo usted ingresos o p‚rdidas de /~END /~ELSE /~IF 1350(N2+N4) /¨Tuvo usted o alguien ingresos de /~ELSE 1350(4) / ¨Tuvo usted o alguien alg£n otro ingreso por intereses? /~ELSE 1350(2) / ¨Tuvo usted o alguien ingresos o p‚rdidas de /~END /~END /~IF 1350(N4) /^1350? /~END /~IF 1350(2) /(Adem s de sueldos o salarios) /~END / /~IF 1350(11) /^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 / T: INCOME, TAXES, SUPPORT / / ¨De qu‚ otras fuentes? / J1353 1350 1351(2.K2.K3) V M!a_! Q1353UB 9 T2. AMOUNT OF INCOME / T: INCOME, TAXES, SUPPORT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 1350(4) / En total, ¨a cu nto ascendieron los otros ingresos por intereses /~ELSE / En total, ¨a cu nto ascendieron los ingresos de / ^1350 /~END /~IF 0A(LE1)=6AM25(N2)= / que usted recibi¢ en 1997, antes de las deducciones de impuestos y alguna otra /cosa? /~ELSE / que usted y su familia recibi¢ en 1997, antes de las deducciones de impuestos / y alguna otra cosa? /~END / /~IF 1350(11) /^1587 /~ELSE /IRS FORM 1040 LINE NUMBER: ^1587 /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B IN '97 J1354 1353 B1353(LE0+NK2+NK3+N"range")+1350(1.3/5.8/11)=AMOUNT MUS /T GREATER THAN 0! J1354 1353 B1353(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1354 1350 1353(0+"0") J1354 1353 B1353(NL0)+1353(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",-99999999/999999999) Q1354 DK. A30 DKDOL98.VQ C1 ^1353 C2 ^1285 J1350 1353 B1354("X")=PLEASE ENTER CORRECT AMOUNT R1350 1354 Q1580U ADD AMOUNTS IN T2 A14 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? / T: INCOME, TAXES, SUPPORT / /~IF 0A(LE1)=6AM25(N2)= / Quisiera confirmar que el total de sus ingresos para 1997 de todas /~ELSE / Quisiera confirmar que el total de los ingresos de su familia para 1997, de /todas /~END / las fuentes fue de $^1580. / / / ¨Correcto? / / ^B J1355 1581 B1581(0+"0")=PLEASE ENTER RESPONSE J1355 1357 1581(1) Q1355UB 9 T3. AMOUNT OF TOTAL INCOME / T: INCOME, TAXES, SUPPORT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 1581(2.K2.K3) / ¨Cu l ser¡a la cantidad total correcta? /~ELSE /~IF 0A(LE1)=6AM25(N2)= / ¨A cu nto ascendieron los ingresos totales de todas las fuentes, antes de /los impuestos y otras deducciones, que usted recibi¢ en 1997? /~ELSE / ¨A cu nto ascendieron los ingresos totales de todas las fuentes, antes de /los impuestos y otras deducciones, que usted y su familia que vive aqu¡ /recibieron en 1997? /~END /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B IN '97 J1356 1355 B1355(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1356 1357 1355(0+"0").1355("NT") J1356 1355 B1355(NL0)+1355(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",-99999999/999999999) Q1356 DK. A30 DKDOL98.VQ C1 ^1355 C2 5 J1357 1355 B1356("X")=PLEASE ENTER CORRECT AMOUNT Q1357B T4. INCOME HIGH OR LOW / T: INCOME, TAXES, SUPPORT / / / ¨Estos ingresos con extraordinariamente altos o bajos comparados con los que /usted espera recibir en un a¤o "normal", o estos ingresos son normales? / / / ^B C0 C1 Altos C2 Bajos C3 Normal J1358 1361 1357(3.K2.K3) J1358 1357 B1357(0+"0")=PLEASE ENTER RESPONSE Q1358U T4_05. WHY IS THAT? / T: INCOME, TAXES, SUPPORT / / / ¨A qu‚ se debe eso? V M!a_! Q1359UB 9 T4_1. AMOUNT OF INCOME IN NORMAL YEAR / T: INCOME, TAXES, SUPPORT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / / ¨M s o menos de cu nto habr¡an sido sus ingreos si hubiera sido un a¤o /normal? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B J1360 1359 B1359(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1360 1361 1359(0+"0") J1360 1359 B1359(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",0/999999999) Q1360 DK. A30 DKDOL98.VQ C1 ^1359 C2 5 J1361 1359 B1360("X")=PLEASE ENTER CORRECT AMOUNT Q1361B T4_2.PAST 5 YEARS-INCOME GO UP? / T: INCOME, TAXES, SUPPORT / /~IF 0A(LE1)=6AM25(N2)= / Durante los cinco a¤os pasados, ¨el total de sus ingresos aumentaron m s / que los precios, menos que los precios o m s o menos como los precios? /~ELSE / Durante los cinco a¤os pasados, ¨el total de los ingresos de su familia /aumentaron m s que los precios, menos que los precios o m s o menos como los /precios? /~END / / ^B C0 C1 Aumentaron m s C2 Aumentaron menos C3 M s o menos lo mismo J1362 1361 B1361(0+"0")=PLEASE ENTER RESPONSE Q1362B 1361 T4_3.NEXT YEAR-EXPECT INCOME GO UP? / T: INCOME, TAXES, SUPPORT / /~IF 0A(LE1)=6AM25(N2)= / El pr¢ximo a¤o, ¨piensa que el total de sus ingresos aumentar n / m s que los precios, menos que los precios, o m s o menos como los precios? /~ELSE / El pr¢ximo a¤o, ¨piensa que el total de los ingresos de su familia /aumentar n m s que los precios, menos que los precios, o m s o menos como los /precios? /~END / / ^B J1363 1362 B1362(0+"0")=PLEASE ENTER RESPONSE Q1363B 1351 T4_4.GOOD IDEA OF INCOME NEXT YEAR? / T: INCOME, TAXES, SUPPORT / /~IF 0A(LE1)=6AM25(N2)= / En este momento, ¨tiene un buen c lculo de cu nto ser n sus ingresos / para el pr¢ximo a¤o? /~ELSE / En este momento, ¨tiene un buen c lculo de cu nto ser n los ingresos de su / familia para el pr¢ximo a¤o? /~END / / ^B J1364 1363 B1363(0+"0")=PLEASE ENTER RESPONSE Q1364B 1351 T4_5.USUALLY HAVE A GOOD IDEA / T: INCOME, TAXES, SUPPORT / /~IF 0A(LE1)=6AM25(N2)= / Por lo general, ¨son sus ingresos as¡ tan f ciles de predecir? /~ELSE / Por lo general, ¨son los ingresos de su familia as¡ tan f ciles de / predecir? /~END / / ^B J1365 1364 B1364(0+"0")=PLEASE ENTER RESPONSE Q1365B T5. IN 1997, DID YOU PAY ALIMONY... /QxQ T: INCOME, TAXES, SUPPORT / / /~IF 0A(LE1)=6AM25(N2)= / En 1997, ¨usted pag¢ alguna pensi¢n alimenticia, pensi¢n por separaci¢n / o gastos para manutenci¢n de ni¤os? /~ELSE / En 1997, ¨usted o alguien de su familia que vive aqu¡ pag¢ alguna pensi¢n /alimenticia, pensi¢n por separaci¢n o gastos para manutenci¢n de ni¤os? /~END / / ^B C0 C1 S¡ C2 No J1366 1368 1365(2.K2.K3) J1366 1365 B1365(0+"0")=PLEASE ENTER RESPONSE Q1366UB 9 T5_1. AMOUNT OF ALIMONY PAYMENTS / T: INCOME, TAXES, SUPPORT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 0A(LE1)=6AM25(N2)= / En total, ¨cu nto pag¢ usted por pensi¢n alimenticia y/o gastos para /manutenci¢n de ni¤os en 1997? /~ELSE / En total, ¨cu nto pag¢ usted y su familia por pensi¢n alimenticia y/o /gastos para manutenci¢n de ni¤os en 1997? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B IN '97 J1367 1366 B1366(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1367 1366 B1366(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q1367 DK. A30 DKDOL98.VQ C1 ^1366 C2 6 J1368 1366 B1367("X")=PLEASE ENTER CORRECT AMOUNT Q1368B T6. SUPPORT OTHER FRIENDS, RELATIVES /QxQ T: INCOME, TAXES, SUPPORT / / /~IF 0A(LE1)=6AM25(N2)= /~IF 1365(1) / En 1997, ¨usted proporcion¢ alguna otra ayuda financiera a familiares o / amigos que no viven aqu¡? /~ELSE / En 1997, ¨usted proporcion¢ alguna ayuda financiera a familiares o / amigos que no viven aqu¡? /~END /~ELSE /~IF 1365(1) / En 1997, ¨usted o alguien en su familia que vive aqu¡ proporcion¢ alguna otra /ayuda financiera a familiares o amigos que no viven aqu¡? /~ELSE / En 1997, ¨usted o alguien en su familia que vive aqu¡ proporcion¢ alguna ayuda /financiera a familiares o amigos que no viven aqu¡? /~END /~END / Por favor no tome en cuenta pensi¢n alimenticia o manutenci¢n del ni¤o. / / / ^B C0 C1 S¡ C2 No J1369 1373 1368(2.K2.K3) J1369 1368 B1368(0+"0")=PLEASE ENTER RESPONSE Q1369UB 7 T6_1. AMOUNT OF OTHER SUPPORT / T: INCOME, TAXES, SUPPORT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 0A(LE1)=6AM25(N2)= / ¨Cu nto dio usted como ayuda financiera? /~ELSE / ¨Cu nto dieron usted y su familia que vive aqu¡ como ayuda financiera? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B IN '97 J1370 1369 B1369(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1370 1369 B1369(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___.!("range",1/9999999) Q1370 DK. A30 DKDOL98.VQ C1 ^1369 C2 6 J1371 1369 B1370("X")=PLEASE ENTER CORRECT AMOUNT Q1371MC T6_2. TO WHOM WAS SUPPORT GIVEN? / T: INCOME, TAXES, SUPPORT / / / ¨Para qui‚n fue esa ayuda financiera? / C1 Hijos menores de 18 C2 Hijos mayores de 18 C3 Padres (suegros) C4 Nietos C5 Abuelos C6 Hermanos (cu¤ados) C7 Sobrino(a) C8 Amigo(a) C9 Otro C10 G 1/9 J1372 1372 1373 1371(9) Q1372U T6_2V. COMMENT FOR OTHER / T: INCOME, TAXES, SUPPORT / / / PLEASE SPECIFY. V M!a_! Q1373B T7. FILE OR EXPECT TO FILE 1997 TAX RETURN? / T: INCOME, TAXES, SUPPORT / / /~IF M7(2/3)+25(1) / ¨Usted (o su esposo/o su esposa/o su pareja) present¢ o espera presentar /una declaraci¢n de impuestos federales para 1997? /~ELSE / ¨Usted present¢ o espera presentar una declaraci¢n de impuestos federales /para 1997? /~END / / RETURNS FOR 1997 WOULD NORMALLY HAVE BEEN FILED IN 1998. / / / ^B C0 C1 YES - FILED C2 NO - DO NOT EXPECT TO FILE C6 YES - NOT YET FILED G 0,1,6,2 J1374 1628 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... / T: INCOME, TAXES, SUPPORT / /~IF 1373(1) / ¨Usted (y su esposo/y su esposa/y su pareja) presentaron una declaraci¢n /conjunta, declaraciones separadas, o s¢lo uno de ustedes present¢ una /declaraci¢n de impuestos? /~ELSE / ¨Usted (y su esposo/y su esposa/y su pareja) van a presentar una declaraci¢n /conjunta, declaraciones separadas, o s¢lo uno de ustedes va a presentar una /declaraci¢n de impuestos? /~END /^C1 / / ^B C0 C1 Declaraci¢n conjunta C2 Declaraci¢n separada C3 S¢lo declaraci¢n de entrevistado(a) (R) C4 S¢lo declaraci¢n de esposo(a) (S) J1375 1379 1374(2.3) J1375 1382 1374(4) J1375 1628 1374(K2.K3) J1375 1374 B1374(0+"0")=PLEASE ENTER RESPONSE Q1375MC T7_3. WHICH SCHEDULES? / T: INCOME, TAXES, SUPPORT / /~IF M7(2/3)+25(1) /~IF 1373(1) / ¨Usted (y su esposo/y su esposa/y su pareja) presentaron una forma C, E, o F /junto con su declaraci¢n? /~ELSE / ¨Usted (y su esposo/y su esposa/y su pareja) van a presentar una forma C, E, /o F junto con su declaraci¢n? /~END /~ELSE /~IF 1373(1) / ¨Usted present¢ una forma C, E, o F con su declaraci¢n? /~ELSE / ¨Usted va a presentar una forma C, E, o F con su declaraci¢n? /~END /~END / / / SCHEDULE E IS FOR TRUST AND PARTNERSHIP INCOME / SCHEDULE F IS FOR FARM INCOME C1 Forma C C2 Forma E C3 Forma F C4 No;E C10 G 1/4 Q1376B 1351 T7_3A.DID/WILL YOU ITEMIZE? / T: INCOME, TAXES, SUPPORT / /~IF 1373(1) / ¨Especific¢ las deducciones en la declaraci¢n? /~ELSE / ¨Va a explicar las deducciones en la declaraci¢n? /~END / / ^B J1377 1376 B1376(0+"0")=PLEASE ENTER RESPONSE Q1377UB 9 T7_4. TOTAL ADJUSTED GROSS INCOME / T: INCOME, TAXES, SUPPORT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF M7(2/3)+25(1) /~IF 1373(1) / ¨A cu nto ascendieron los ingresos brutos ajustados totales (AGI) de usted /(y de su esposo/y de su esposa/y de su pareja) en su declaraci¢n de impuestos /para 1997? (Forma 1040, L¡nea 32) /~ELSE / ¨A cu nto van a ascender los ingresos brutos ajustados totales (AGI) de /usted (y de su esposo/y de su esposa/y de su pareja) en su declaraci¢n de /impuestos para 1997? (Forma 1040, L¡nea 32) (¨De cu nto calcula que va a ser?) /(Forma 1040, L¡nea 32) /~END /~ELSE /~IF 1373(1) / ¨A cu nto ascendieron sus ingresos brutos ajustados (AGI) en su declaraci¢n /de impuestos para 1997? (Forma 1040, L¡nea 32) /~ELSE / ¨A cu nto van a ascender sus ingresos brutos ajustados (AGI) en su /declaraci¢n de impuestos para 1997? (¨De cu nto calcula que va a ser?)(Forma /1040, L¡nea 32) /~END /~END / / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1378 1377 B1377(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1378 1379 1377(0+"0") J1378 1377 B1377(NL0)+1377(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",-99999999/999999999) Q1378 DK. A30 DKDOL98.VQ C1 ^1377 C2 5 J1379 1377 B1378("X")=PLEASE ENTER CORRECT AMOUNT J1379 1628 1377(A) Q1379MC T7_5. WHICH SCHEDULES? / T: INCOME, TAXES, SUPPORT / / /~IF 1373(1) / ¨Present¢ usted una forma C, E, o F con su declaraci¢n de impuestos? /~ELSE / ¨Va a presentar una forma C, E, o F con su declaraci¢n de impuestos? /~END / / / SCHEDULE E IS FOR TRUST AND PARTNERSHIP INCOME / SCHEDULE F IS FOR FARM INCOME C1 Forma C C2 Forma E C3 Forma F C4 No;E C10 G 1/4 Q1579B 1351 T7_5A. / T: INCOME, TAXES, SUPPORT / /~IF 1373(1) / ¨Especific¢ las deducciones en la declaraci¢n? /~ELSE / ¨Va a especificar las deducciones en la declaraci¢n? /~END / / ^B J1380 1579 B1579(0+"0")=PLEASE ENTER RESPONSE Q1380UB 9 T7_6. TOTAL ADJUSTED GROSS INCOME / T: INCOME, TAXES, SUPPORT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 1373(1) / ¨A cu nto ascendieron sus ingresos brutos ajustados totales (AGI) en su /declaraci¢n de impuestos para 1997? /~ELSE / ¨A cu nto ascender n sus ingresos brutos ajustados totales (AGI) en su /declaraci¢n de impuestos para 1997? (Cu nto calcula que va a ser?) /~END / / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1381 1380 B1380(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1381 1382 1380(0+"0") J1381 1380 B1380(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",0/999999999) Q1381 DK. A30 DKDOL98.VQ C1 ^1380 C2 5 J1382 1380 B1381("X")=PLEASE ENTER CORRECT AMOUNT J1382 1628 1374(3) Q1382MC T7_7. WHICH SCHEDULES / T: INCOME, TAXES, SUPPORT / /~IF 1373(1) / ¨Su (esposo/esposa/pareja) present¢ una forma C, E, o F junto con su /declaraci¢n? /~ELSE / ¨Su (esposo/esposa/pareja) va a presentar una forma C, E, o F junto con su /declaraci¢n? /~END / / / SCHEDULE E IS FOR TRUST AND PARTNERSHIP INCOME / SCHEDULE F IS FOR FARM INCOME C1 Forma C C2 Forma E C3 Forma F C4 No;E C10 G 1/4 Q1383B 1351 T7_7A.DID SPOUSE ITEMIZE? / T: INCOME, TAXES, SUPPORT / /~IF 1373(1) / ¨Especific¢ (‚l/ella) las deducciones en la declaraci¢n? /~ELSE / ¨V  a especificar (‚l/ella) las deducciones en la declaraci¢n? /~END / / ^B J1384 1383 B1383(0+"0")=PLEASE ENTER RESPONSE Q1384UB 9 T7_8. SPOUSE'S TOTAL ADJUSTED GROSS INCOME / T: INCOME, TAXES, SUPPORT / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 1373(1) / ¨A cu nto ascendieron los ingresos brutos ajustados totales (AGI) de /(‚l/ella) en su declaraci¢n de impuestos para 1997? /~ELSE / ~IF 1373(1) / ¨A cu nto ascender n los ingresos brutos ajustados totales (AGI) de /(‚l/ella) en su declaraci¢n de impuestos para 1997? (¨Cu nto calcula que va a /ser?) /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1385 1384 B1384(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1385 1628 1384(0+"0") J1385 1384 B1384(NL0)+1384(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",-99999999/999999999) Q1385 DK. A30 DKDOL98.VQ C1 ^1384 C2 5 J1628 1384 B1385("X")=PLEASE ENTER CORRECT AMOUNT J1628 1386 141(1).155(1).169(1).174(1).179(1).209(1).452(1).468(1 /)=:1: J1628 1386 M404(G0)+411(1)=:1: J1628 1386 M488(G0)+491(3)=:1: J1628 1386 Q1628U A14 Q1386B 1351 X1. EVER RECEIVED INHERITANCE? /QxQ X: INHERITANCES, CHARITY / / /~IF M7(2/3)+25(1) / ¨Usted (o su esposo/o su esposa/o su pareja) ha recibido alguna vez una / herencia o le han dado una cantidad significativa de activos en un /fideicomiso o "trust" o de alguna otra forma? /~ELSE / ¨Usted ha recibido alguna vez una herencia o le han dado una cantidad /significativa de activos en un fideicomiso o "trust" o de alguna otra forma? /~END / Por favor cuente cualquier regalo o herencia de la que ya me haya hablado / anteriormente. / / DO NOT INCLUDE INHERITANCES FROM A DECEASED SPOUSE / / ^B J1626 1386 B1386(0+"0")=PLEASE ENTER RESPONSE J1626 1626 1387 1386(2)+1628(1) Q1626U / / / EARLIER R SAID INHERITED HOUSE, PROPERTY, OR BUSINESS / / EITHER EXPLAIN THE DISCREPANCY / OR BACK UP AND CHANGE THE ANSWER TO "YES". J1387 1399 1386(N1) V M!a_! Q1387UB 2 X2. NUMBER OF INHERITANCES /QxQ X: INHERITANCES, CHARITY / /~IF M7(2/3)+25(1) / ¨Cu ntas de estas cosas ha recibido usted (o su esposo/o su esposa/ o su /pareja) alguna vez? /~ELSE / ¨Cuantas de estas cosas ha recibido usted alguna vez? /~END / / ^B NUMBER OF INHERITANCES V (1/99) Q1388S INHERITANCE STEP-THROUGH C1 m s grande C2 siguiente m s grande C3 siguiente m s grande Q1389B X3. INHERITANCE, TRUST, WHAT? /QxQ X: INHERITANCES, CHARITY / / INHERITANCE: ^0=1388 / /~IF 1387(1)+1388(1) / ¨Fue una herencia, un "trust" o de qu‚ otro tipo? /~ELSE / Si piensa en la ^1388 de ‚stas, ¨fue una herencia, un "trust" o de qu‚ otro /tipo? /~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(N5) Q1390U X3V. COMMENT FOR OTHER / X: INHERITANCES, CHARITY / / INHERITANCE: ^0=1388 / / PLEASE SPECIFY. V M!a_! Q1391UB 9 X4. APPROXIMATE VALUE /QxQ X: INHERITANCES, CHARITY / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / INHERITANCE: ^0=1388 / / / ¨Cu l era su valor aproximado cuando lo/la recibi¢? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1392 1391 B1391(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1392 1393 1391(0+"0") J1392 1391 B1391(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q1392 DK. A30 DKDOL98.VQ C1 ^1391 C2 5 J1393 1391 B1392("X")=PLEASE ENTER CORRECT AMOUNT Q1393UB 4 X5. YEAR RECEIVED /QxQ X: INHERITANCES, CHARITY / / INHERITANCE: ^0=1388 / / ¨En qu‚ a¤o lo/la recibi¢? / / ^B / YEAR V (1896/1998){NNNN} Q1394B X6. FROM WHOM RECEIVED? / X: INHERITANCES, CHARITY / / INHERITANCE: ^0=1388 / / ¨De qui‚n lo la recibi¢? /^C1 / / ^B C0 C1 Abuelo(a) C2 Padre/madre C3 Hijo(a) C4 T¡a/T¡o C5 Hermano(a) C6 Amigo(a) C7 Otro J1395 1394 B1394(0+"0")=PLEASE ENTER RESPONSE J1395 1396 1394(N7) Q1395U X6V. COMMENT FOR OTHER / X: INHERITANCES, CHARITY / INHERITANCE: ^0=1388 / / / PLEASE SPECIFY. J1396 1397 1388(3)+1387(G3)=:1: V M!a_! Q1396B X7. ANOTHER INHERITANCE? /QxQ X: INHERITANCES, CHARITY / / INHERITANCE: ^0=1388 / /~IF 1388(LQ1387) / TRUST, OR TRANSFER? /~ELSE / ¨Hay otra herencia, "trust" o transferencia? /~END / / / ^B C0 C1 YES C2 NO J1388 1399 1396(2.K2.K3)+1387(LE1) J1388 1397 1396(2.K2.K3)+1387(G1) J1388 1396 B1396(0+"0")=PLEASE ENTER RESPONSE R1388 1396 J1397 1399 1396(K2.K3) J1397 1397 1399 1396(1).1388(LQ1387) Q1397UB 9 X8. AMOUNT FROM ALL OTHERS / X: INHERITANCES, CHARITY / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / / ¨A cu nto ascendieron en total otras transferencias que haya recibido? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1398 1397 B1397(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1398 1399 1397(0+"0") J1398 1397 B1397(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q1398 DK. A30 DKDOL98.VQ C1 ^1397 C2 5 J1399 1397 B1398("X")=PLEASE ENTER CORRECT AMOUNT Q1399B X9. EXPECT TO RECEIVE INHERITANCE? / X: INHERITANCES, CHARITY / /~IF M7(2/3)+25(1) / ¨Usted (o su esposo/o su esposa/o su pareja) cree que va a recibir una /herencia o una transferencia de activos significativas en el futuro? /~ELSE / ¨Usted cree que va a recibir una herencia o una transferencia de activos /significativas en el futuro? /~END /^C1 / / ^B C0 C1 S¡ C2 No J1402 1408 1399(2.K2.K3) J1402 1399 B1399(0+"0")=PLEASE ENTER RESPONSE Q1402UB 9 X9_2. AMOUNT EXPECTED / X: INHERITANCES, CHARITY / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / / ¨M s o menos cu nto cree que va a recibir? / / IF R GIVES RANGE, PRESS [F9] KEY. / / / ^B J1403 1402 B1402(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1403 1408 1402(0+"0") J1403 1402 B1402(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q1403 DK. A30 DKDOL98.VQ C1 ^1402 J1408 1402 B1403("X")=PLEASE ENTER CORRECT AMOUNT Q1408B X11. IMPORTANT TO LEAVE INHERITANCE? / X: INHERITANCES, CHARITY / / / Algunas personas piensan que es importante dejar una propiedad o una / herencia a los herederos que le sobrevivan; otras piensan que no. ¨Cu l de /estas dos actitudes se parece m s a lo que /~IF M7(2/3)+25(1) / usted (y su esposo/y su esposa/y su pareja) piensan? ¨Dir¡an que es muy /importante, importante, m s o menos importante, o que no es importante? /~ELSE / piensa? ¨Dir¡a que es muy importante, importante, m s o menos importante, / o que no es importante? /~END / / / ^B C0 C1 Muy importante C2 Importante C3 M s o menos importante C4 No es importante C5 R y 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? / X: INHERITANCES, CHARITY / /~IF M7(2/3)+25(1) / ¨Usted (y su esposo/y su esposa/y su pareja) piensan dejar una herencia /significativa a otros? /~ELSE / ¨Usted piensa dejar una herencia significativa a otros? /~END / / / ^B C0 C1 S¡ C2 No C3 POSSIBLY J1404 1409 B1409(0+"0")=PLEASE ENTER RESPONSE Q1404B X10. CHARITABLE CONTRIBUTIONS? /QxQ X: INHERITANCES, CHARITY / / /~IF 0A(LE1)=6AM25(N2)= / Durante 1997, ¨usted hizo alguna contribuci¢n caritativa en dinero / o propiedades por un total de $500 o m s? /~ELSE / Durante 1997, ¨usted o alguien en su familia que vive aqu¡ hizo alguna /contribuci¢n caritativa en dinero o propiedades por un total de $500 o m s? /~END / (Por favor no cuente las contribuciones pol¡ticas.) / / / ^B C0 C1 S¡ C2 No J1405 1407 1404(2.K2.K3) J1405 1404 B1404(0+"0")=PLEASE ENTER RESPONSE Q1405UB 8 X10_1. AMOUNT CONTRIBUTED / X: INHERITANCES, CHARITY / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 0A(LE1)=6AM25(N2)= / ¨M s o menos cu nto dio usted? /~ELSE / ¨M s o menos cu nto dio su familia? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / / ANNUAL AMOUNT: ^B IN '97 J1406 1405 B1405(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1406 1407 1405(0+"0") J1406 1405 B1405(","."-"."+")=INVALID RESPONSE! V !.A$__,___,___.!("range",500/99999999) Q1406 DK. A30 DKDOL98.VQ C1 ^1405 C2 6 J1407 1405 B1406("X")=PLEASE ENTER CORRECT AMOUNT Q1407B X10_2. VOLUNTEER ONE HOUR OR MORE? /QxQ X: INHERITANCES, CHARITY / / /~IF 0A(LE1)=6AM25(N2)= / Durante 1997, ¨usted don¢ en promedio una hora o m s en trabajo / voluntario a la semana a alguna de las organizaciones de caridad? /~ELSE / Durante 1997, ¨usted o alguien en su familia que vive aqu¡ don¢ en /promedio una hora o m s en trabajo voluntario a la semana a alguna de las /organizaciones de caridad? /~END / (Por favor no cuente el trabajo voluntario para causas pol¡ticas.) / / / ^B C0 C1 S¡ C2 No J1410 1407 B1407(0+"0")=PLEASE ENTER RESPONSE Q1410B Y1. R GRADE COMPLETED /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / /~IF M7(2/3)+25(1) / Para esta £ltima parte de la entrevista, le voy a hacer preguntas sobre la /educaci¢n, antecedentes familiares y seguro de salud de usted (y de su esposo/ /y de su esposa/ y de su pareja),(y algunas preguntas sobre las otras personas /que viven en su hogar). /~ELSE / Para esta £ltima parte de la entrevista, le voy a hacer preguntas sobre su /educaci¢n, antecedentes familiares y seguro de salud (y algunas preguntas sobre /las otras personas que viven en su hogar). /~END / / ¨Cual es el grado escolar o el a¤o de universidad m s alto que usted /complet¢? /^Y1^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 18,1/17 J1411 1410 B1410(18)=PLEASE ENTER RESPONSE J1411 1413 1410(13/17) Q1411B Y1_1. R DIPLOMA / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Obtuvo usted un diploma de educaci¢n secundaria o superior (high school) / o aprob¢ usted un examen de equivalencia de educaci¢n secundaria? (¨Fue una /diploma o un GED?) /^C1 / / ^B C0 C1 YES, DIPLOMA C2 YES, GED C3 NEITHER J1412 1411 B1411(0+"0")=PLEASE ENTER RESPONSE Q1412B Y1_2. R ON-THE-JOB TRAINING /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / Desde que termin¢ su educaci¢n formal, ¨ha recibido usted entrenamiento / en el trabajo o alg£n otro entrenamiento vocacional de 100 horas o m s? /^C1 / / ^B C0 C1 S‹ C2 No J1413 1412 B1412(0+"0")=PLEASE ENTER RESPONSE J1413 1416 1412(A) Q1413B Y1_3. R COLLEGE DEGREE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Obtuvo usted un diploma universitario? /^C1 / / ^B C0 C1 S¡ C2 No J1414 1416 1413(2.K2.K3) J1414 1413 B1413(0+"0")=PLEASE ENTER RESPONSE Q1414B Y1_4. R HIGHEST DEGREE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Cu l es el diploma m s alto que obtuvo? / /^C1 / / ^B C0 C1 Asociado (Associate) C2 Licenciatura (Bachelor) C3 Maestr¡a (MA/MS) C4 Maestr¡a (MBA) C5 Doctorado (Ph.D) C6 M‚dico (MD) C7 Otro C8 Abogado (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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! Q1416B Y2. R MILITARY SERVICE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Alguna vez ha estado en el servicio militar? /^C1 / / ^B C0 C1 S¡ C2 No J1417 1416 B1416(0+"0")=PLEASE ENTER RESPONSE Q1417MC Y4. RACE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / (SHOW CARD 19) / ¨Cu l de las siguientes categor¡as siente usted que lo/la describe mejor: /(blanco, negro o africano-americano, hispano o latino, asi tico, indio / americano o nativo de Alaska, hawaiano o de otra isla del Pac¡fico, o de / otro tipo?) / C1 WHITE (INCLUDE MIDDLE EASTERN/ARAB WITH WHITE) C2 BLACK/AFRICAN-AMERICAN C3 HISPANIC/LATINO C4 ASIAN C5 AMERICAN INDIAN/ALASKA NATIVE C6 NATIVE HAWAIIAN/PACIFIC ISLANDER C7 OTHER C10 G 1/7 J1418 1418 1419 1417(7) Q1418U Y4V. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! Q1419UB 2 Y5. NUMBER OF CHILDREN ELSEWHERE / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /Ahoran quisiera hacerle algunas preguntas sobre sus familiares que viven en /otra parte. En conjunto, contando a los hijos de matrimonios anteriores y a /los hijos adoptados, /~IF M7(2/3)+25(1) / ¨cu ntos hijos e hijas tiene usted (o su esposo/o su esposa/ o su pareja) /que no viven con usted? /~ELSE / ¨cu ntos hijos e hijas tiene que no viven con usted? /~END / / INCLUDE ONLY LIVING CHILDREN/STEP-CHILDREN / / ^B CHILDREN J1420 1428 1419(0) V (0/10,U11/25){Nn} Q1420B Y5_1.25 OR OLDER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / /~IF 1419(G1) / ¨Cu ntos de ellos tienen 25 a¤os o m s? /~ELSE / ¨Ese(a) hijo(a) tiene 25 a¤os o m s? /~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 1428 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / NUMBER OF CHILDREN 25 OR OLDER: ^B J1422 1421 B1421(GQ1419)=^1421 IS GREATER THAN TOTAL NUMBER OF CHI /LDREN (^1419) J1422 1423 1419(G0+Q1421)=:5: V (0/10,U11/25){Nn} Q1422B Y5_2.LESS THAN 18 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / /~IF 1419(G1) / ¨Cu ntos de ellos son menores de 18 a¤os? /~ELSE / ¨Ese(a) hijo(a) es menor de 18 a¤os de edad? /~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 1428 1422(2/5.K2.K3) Q1423UB 2 Y5_2NUM. LESS THAN 18 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / NUMBER OF CHILDREN LESS THAN 18: ^B J1428 1423 B0(LQ1423)+1423(G0)=1419-1421=^1423 IS GREATER THAN TOT /AL # OF CHILDREN (^1419) - CHILDREN OVER 25 (^1421) J1428 1428 1433 28(1.2.4.6.8.10.12.20) V (0/10,U11/25){Nn} Q1428B Y7. YEARS/AGE/YEAR / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / /~IF M7(2) / ¨Cu ntos a¤os ha estado casado(a) con su esposo(a) actual? /~ELSE / ¨Cu ntos a¤os ha estado viviendo con su pareja? /~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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / ^B YEARS J1430 1429 B1429(G0)+M6(1)+14(G0+LQ1429)=THAT IS MORE YEARS THAN R /'S CURRENT AGE! J1430 1431 1428(N2) V (0/50,U51/99){Nn} Q1430UB 2 Y7AGE.AGE MARRIED TO SPOUSE / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / SINCE AGE: ^B J1431 1430 B1430(G0)+M6(1)+14(G0+LQ1430)=THAT IS OLDER THAN R'S CU /RRENT AGE! J1431 1432 1428(N3) V (13/99){NN} Q1431UB 4 Y7YR.YEAR MARRIED TO SPOUSE / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / SINCE YEAR: ^B J1432 1446 28(1) J1432 1433 M6(1)+20(N2) J1432 1432 1433 28(12) V (1896/1998){NNNN} Q1432B Y7_1. EVER BEEN MARRIED? / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Cu l es su estado civil actual? ¨Est  casado(a), separado(a), / divorciado(a), viudo(a), o nunca se cas¢? / / / ^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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /~IF 28(3/4).1432(3) / ¨En qu‚ a¤o se separ¢ de su esposo(a)? /~ELSE 28(7/8).1432(4) / ¨En qu‚ a¤o se divorci¢? /~ELSE 28(5/6).1432(5) / ¨En qu‚ a¤o enviud¢? /~ELSE / ¨En qu‚ a¤o se separ¢, se divorci¢ o enviud¢? /~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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / YEAR: ^B J1435 1436 1433(N2) V (1896/1998){NNNN} Q1435UB 2 Y8AGE.YEAR DIVORCED/SEPARATED/WIDOWED / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / AT AGE: ^B J1436 1435 B1435(G0)+M6(1)+14(G0+LQ1435)=THAT IS OLDER THAN R'S CU /RRENT AGE! J1436 1437 1433(N3) V (13/99){NN} Q1436UB 2 Y8YRS.YEARS AGO DIVORCED/SEPARATED/WIDOWED / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / ^B YEARS AGO 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) V (0/75){Nn} Q1437B 1433 Y8_1. YEAR/AGE/YEARS / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /~IF 1432(1) / ¨En qu‚ a¤o empez¢ su matrimonio actual? /~ELSE / ¨En qu‚ a¤o empez¢ ese matrimonio? /~END / / ^B J1438 1437 B1437(0+"0")=PLEASE ENTER RESPONSE J1438 1439 1437(N1) Q1438UB 4 Y8_1YR.YEAR MARRIAGE BEGAN / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / YEAR: ^B J1439 1440 1437(N2) V (1896/1998){NNNN} Q1439UB 2 Y8_1AGE.AGE MARRIAGE BEGAN / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / AT AGE: ^B J1440 1439 B1439(G0)+M6(1)+14(G0+LQ1439)=THAT IS OLDER THAN R'S CU /RRENT AGE! J1440 1441 1437(N3) V (13/99){NN} Q1440UB 2 Y8_1YRS.YEARS AGO MARRIAGE BEGAN / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / ^B YEARS AGO 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).(1432(1)+28(12)) V (0/75){Nn} Q1441B Y8_2. RECEIVE/PAY SUPPORT? /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / /~IF M7(2) / ¨Recibe usted ayuda econ¢mica de su (esposo/esposa), le da usted ayuda /econ¢mica o no hay ayuda econ¢mica entre ustedes? /~ELSE 1432(1/3)+M6(1)+8(1) / ¨Recibe usted ayuda econ¢mica de su esposa, le da usted ayuda /econ¢mica o no hay ayuda econ¢mica entre ustedes? /~ELSE M6(1)+8(1)+20(1.3.4) / ¨Recibe usted ayuda econ¢mica de su esposa, le da usted ayuda / econ¢mica o no hay ayuda econ¢mica entre ustedes? /~ELSE / ¨Recibe usted ayuda econ¢mica de su esposo, le da usted ayuda /econ¢mica o no hay ayuda econ¢mica entre ustedes? /~END / / / ^B C0 C1 Recibe apoyo econ¢mico C2 Da apoyo econ¢mico C3 No hay apoyo econ¢mico J1442 1441 B1441(0+"0")=PLEASE ENTER RESPONSE J1442 1446 1441(N1+N2) Q1442UB 6 Y8_3. AMOUNT OF SUPPORT PAY/RECEIVE / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 1441(1) / ¨Cu nto recibe usted? /~ELSE / ¨Cu nto paga usted? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1443 1442 B1442(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1443 1442 B1442(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range",1/999999) Q1443 DK. A30 DKDOL98.VQ C1 ^1442 C2 7 J1444 1442 B1443("X")=PLEASE ENTER CORRECT AMOUNT J1444 1446 1443(0) Q1444B Y8_3F. FREQUENCY OF PAYMENTS / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED. / / ¨Eso es semanal, mensual, trimestral, al a¤o o cada cu nto? / / ^B C0 /7 102 0 C8 Suma total/un pago solamente C11 /12 102 11 G 0,2/4,12,5,11,6,8,7 J1445 1444 B1444(0+"0")=PLEASE ENTER RESPONSE J1445 1446 1444(N7) Q1445U Y8_3V. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. J1446 1446 1448 28(2.3.4.22).1432(1.3) V M!a_! Q1446B Y8_4. ASSETS OWNED BY YOU, SPOUSE, JOINTLY? / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / /~IF M7(2) /~IF M6(1)+23(1) / De sus posesiones y deudas de los que ya me ha hablado en esta entrevista, /¨la mayor parte le pertenecen a usted y a su pareja, le pertenecen a usted y a /su (esposo/esposa) de manera conjunta o cu l es la situaci¢n? /~ELSE / De sus posesiones y deudas de los que ya me ha hablado en esta entrevista, /¨la mayor parte le pertenecen a usted, le pertenecen a usted y a su /(esposo/esposa) de manera conjunta o cu l es la situaci¢n? /~END /~ELSE 28(2/4).1432(1/3) /~IF M6(1)+8(1) /~IF M7(3) / De sus posesiones y deudas de los que ya me ha hablado en esta entrevista, /¨la mayor parte le pertenecen a usted y a su pareja, le pertenecen a usted y a /su esposa de manera conjunta o cu l es la situaci¢n? /~ELSE / De sus posesiones y deudas de los que ya me ha hablado en esta entrevista, /¨la mayor parte le pertenecen a usted, le pertenecen a usted y a su esposa de /manera conjunta o cu l es la situaci¢n? /~END /~ELSE M6(1)+8(2) /~IF M7(3) / De sus posesiones y deudas de los que ya me ha hablado en esta entrevista, /¨la mayor parte le pertenecen a usted y a su pareja, le pertenecen a usted y a /su esposo de manera conjunta o cu l es la situaci¢n? /~ELSE / De sus posesiones y deudas de los que ya me ha hablado en esta entrevista, /¨la mayor parte le pertenecen a usted, le pertenecen a usted y a su esposo de /manera conjunta o cu l es la situaci¢n? /~END /~END /~END / / / ^B C0 C1 Pertenecen a ambos C2 Pertenecen a R C5 Otro G 0,2,1,5 J1447 1446 B1446(0+"0")=PLEASE ENTER RESPONSE J1447 1448 1446(N5) Q1447U Y8_4V. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. J1448 1448 1453 28(1.3/8.22).1432(1/5) V M!a_! Q1448B Y9. FIRST MARRIAGE? /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / /~IF 28(3/8).1432(3/5) / ¨Fue este su primer matrimonio o ya hab¡a estado usted casado(a) antes? /~ELSE 28(2.22).1432(1) / ¨Su matrimonio con su esposo(a) ausente fue su primer matrimonio, o / ya hab¡a estado casado antes? /~ELSE / ¨Es este su primer matrimonio, o ya hab¡a estado casado(a) antes? /~END / / / ^B C0 C1 Primer matrimonio C2 Casado(a) antes J1449 1448 B1448(0+"0")=PLEASE ENTER RESPONSE J1449 1453 1448(N2) Q1449B 1433 Y10. YEAR/AGE/YEARS / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨A qu‚ edad se cas¢ usted por primera vez? / / ^B J1450 1449 B1449(0+"0")=PLEASE ENTER RESPONSE J1450 1451 1449(N1) Q1450UB 4 Y10YR.YEAR MARRIED-FIRST TIME / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / YEAR: ^B J1451 1452 1449(N2) V (1896/1998){NNNN} Q1451UB 2 Y10AGE.AGE MARRIED-FIRST TIME / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / AT AGE: ^B J1452 1451 B1451(G0)+M6(1)+14(G0+LQ1451)=THAT IS OLDER THAN R'S CU /RRENT AGE! J1452 1453 1449(N3) V (13/99){NN} Q1452UB 2 Y10YRS.YEARS AGO MARRIED-FIRST TIME / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / ^B YEARS AGO J1453 1452 B1452(G0)+M6(1)+14(G0+LQ1452)=THAT IS MORE YEARS THAN R /'S CURRENT AGE! V (1/99){Nn} Q1453B 1351 Y11. MOTHER LIVING? /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / Ahora quisiera hacerle algunas preguntas sobre sus padres. / / ¨Su madre todav¡a vive? /^C1 / / ^B J1454 1455 1453(2.K2.K3) J1454 1453 B1453(0+"0")=PLEASE ENTER RESPONSE Q1454UB 3 Y11_1. MOTHER AGE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Qu‚ edad tiene? / / AGE: ^B J1455 1454 B1454(G0)+M6(1)+14(GQ1454)=MOTHER CANNOT BE YOUNGER THA /N HER CHILD! V (30/110){NNn} Q1455B 1351 Y11_2. FATHER LIVING? /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Su padre todav¡a vive? /^C1 / / ^B J1456 1457 1455(2.K2.K3) J1456 1455 B1455(0+"0")=PLEASE ENTER RESPONSE Q1456UB 3 Y11_3. FATHER AGE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Qu‚ edad tiene? / / AGE: ^B J1457 1456 B1456(G0)+M6(1)+14(GQ1456)=FATHER CANNOT BE YOUNGER THA /N HIS CHILD! V (30/110){NNn} Q1457B 1351 Y12. SMOKE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / / Ahora quisiera hacerle algunas preguntas sobre su salud; / ¨fuma usted actualmente? /^C1 / / ^B J1458 1457 B1457(0+"0")=PLEASE ENTER RESPONSE Q1458B Y12_3. HEALTH /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Dir¡a que usted tiene una salud excelente, buena, regular o mala? /^C1 / / ^B C0 C1 Excelente C2 Buena C3 Regular C4 Mala J1459 1458 B1458(0+"0")=PLEASE ENTER RESPONSE Q1459UB 3 Y12_1. HOW OLD LIVE TO BE? / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / ¨Hasta qu‚ edad piensa usted que vivir ? / / ^B J1461 1459 B1459(G0)+M6(1)+14(GQ1459)=AGE CANNOT BE LESS THAN R'S /CURRENT AGE! J1461 1462 6(1)=:2: J1461 1462 M7(2)+25(2.K2.K3)=:2: J1461 1462 M7(2/3)+25(1)=:1: J1461 1462 6(G1)=:3: V (20/150){NNn} Q1461B INTERVIEWER CHECKPOINT / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /^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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / Ahora quisiera obtener algunas datos personales de su /(esposo/esposa/pareja). ¨Cu l es el grado escolar o el a¤o de universidad m s /alto que (‚l/ella) complet¢? /^Y1^C2 / ^B J1463 1462 B1462(18)=PLEASE ENTER RESPONSE J1463 1465 1462(13/17) Q1463B 1411 Y13_1. SPOUSE DIPLOMA / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨(El/Ella) obtuvo un diploma de educaci¢n secundaria o aprob¢ un examen de / equivalencia de educaci¢n secundaria? (¨Fue un diploma o el GED)? /^C1 / / ^B J1464 1463 B1463(0+"0")=PLEASE ENTER RESPONSE Q1464B 1351 Y13_2. SPOUSE ON-THE-JOB TRAINING /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / Desde que termin¢ su educaci¢n formal, ¨(‚l/ella) ha recibido entrenamiento / en el trabajo o alg£n entrenamiento vocacional de 100 horas o m s? / / / ^B J1465 1468 1464(A) J1465 1464 B1464(0+"0")=PLEASE ENTER RESPONSE Q1465B 1351 Y13_3. SPOUSE COLLEGE DEGREE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨(El/Ella) obtuvo un diploma universitario? /^C1 / / ^B J1466 1468 1465(2) J1466 1465 B1465(0+"0")=PLEASE ENTER RESPONSE Q1466B 1414 Y13_4. SPOUSE HIGHEST DEGREE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Cu l es el diploma m s alto que (‚l/ella) obtuvo? / /^C1 / / ^B J1467 1466 B1466(0+"0")=PLEASE ENTER RESPONSE J1467 1468 1466(N7) Q1467U Y13_4V. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! Q1468B 1351 Y14. SPOUSE MILITARY SERVICE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Alguna vez (‚l/ella) ha estado en el servicio militar? /^C1 / / ^B J1469 1468 B1468(0+"0")=PLEASE ENTER RESPONSE Q1469UB 2 Y15M. MONTH OF SPOUSE'S BIRTH / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨En qu‚ mes y a¤o naci¢ (‚l/ella)? / / 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 J1474 1475 V (1880/1980){NNNN} Q1474X PARTNER SEPARATED/DIVORCED/WIDOWED? C1 separado(a) C2 viudo(a) C3 divorciado(a) 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / ¨En qu‚ a¤o su (esposo/esposa/pareja) (se separ¢/enviud¢/se divorci¢)? / / / ^B J1476 1475 B1475(0+"0")=PLEASE ENTER RESPONSE J1476 1477 1475(N1) Q1476UB 4 Y17_1YR.YEAR PARTNER SEPARATED/WIDOWED/DIVORCED / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / YEAR: ^B J1477 1478 1475(N2) V (1896/1998){NNNN} Q1477UB 2 Y17_1AGE.AGE PARTNER SEPARATED/WIDOWED/DIVORCED / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / AT AGE: ^B J1478 1477 B1477(G0)+M6(2)+16(G0+LQ1477)=THAT IS OLDER THAN SPOUSE //PARTNER'S CURRENT AGE! J1478 30 1475(N3) V (13/99){NN} Q1478UB 2 Y17_1YRS.YEARS AGO PARTNER SEPARATED/WIDOWED/DIVORCED / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / ^B YEARS AGO 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) V (1/75){Nn} Q30B 1433 Y17_1B. YEAR/AGE/YEARS / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS /~IF 29(56) / ¨En qu‚ a¤o empez¢ el matrimonio actual de su pareja? /~ELSE / ¨En qu‚ a¤o empez¢ ese matrimonio? /~END / / / ^B J59 30 B30(0+"0")=PLEASE ENTER RESPONSE J59 87 30(N1) Q59UB 4 Y17_1BYR.YEAR PARTNER MARRIED / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / YEAR: ^B J87 336 30(N2) V (1896/1998){NNNN} Q87UB 2 Y17_1BAG.AGE PARTNER MARRIED / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / AT AGE: ^B J336 87 B87(G0)+M6(2)+16(G0+LQ87)=THAT IS OLDER THAN SPOUSE/PAR /TNER'S CURRENT AGE! J336 1479 30(N3) V (13/99){NN} Q336UB 2 Y17_1BYS.YEARS AGO PARTNER MARRIED / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / ^B YEARS AGO 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) V (0/75){Nn} Q1479B Y17_2. PARTNER RECEIVE/PAY SUPPORT? / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /~IF M7(3)+8(1) / ¨Recibe su pareja ayuda econ¢mica de su esposa, /~ELSE / ¨Recibe su pareja ayuda econ¢mica de su esposo, /~END / (‚l/ella) da ayuda econ¢mica, o no hay ayuda econ¢mica de ning£n tipo? /^C1 / / ^B C0 C1 Recive ayuda econ¢mica C2 No hay ninguna ayuda econ¢mica C3 Da ayuda econ¢mica J1480 1484 1479(2.K2.K3) J1480 1479 B1479(0+"0")=PLEASE ENTER RESPONSE Q1480UB 6 Y17_3. AMOUNT OF SUPPORT PARTNER PAYS/RECEIVES / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 1479(3) / ¨Cu nto paga (‚l/ella)? /~ELSE / ¨Cu nto recibe (‚l/ella)? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1481 1480 B1480(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1481 1484 1480(0+"0") J1481 1480 B1480(","."-"."+")=INVALID RESPONSE! V !.A$___,___.!("range",1/999999) Q1481 DK. A30 DKDOL98.VQ C1 ^1480 C2 7 J1482 1480 B1481("X")=PLEASE ENTER CORRECT AMOUNT J1482 1484 1481(0) Q1482B 102 Y17_3F. FREQUENCY OF PAYMENTS / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED. / / ¨Eso es semanal, mensual, trimestral, anual, o cada cu nto? /^C1 / / ^B J1483 1482 B1482(0+"0")=PLEASE ENTER RESPONSE J1483 1484 1482(N7) Q1483U Y17_3V. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. J1484 1484 1486 29(51/54.56) V M!a_! Q1484B Y17_4. PARTNER'S FIRST MARRIAGE? / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /~IF 29(51.56) / ¨Es ‚ste el primer matrimonio de su (esposo/esposa/pareja), o (‚l/ella) /estuvo casado(a) antes? /~ELSE / ¨Fue ‚ste el primer matrimonio de su pareja, o (‚l/ella) estuvo casado(a) /antes? /~END /^C1 / / ^B C0 C1 Primer matrimonio C2 Casado(a) antes J1486 1484 B1484(0+"0")=PLEASE ENTER RESPONSE J1486 1490 1484(N2) Q1486B 1433 Y18_1. YEAR/AGE/YEARS / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / ¨Qu‚ edad ten¡a (‚l/ella) cuando se cas¢ la primera vez? / / / ^B J1487 1486 B1486(0+"0")=PLEASE ENTER RESPONSE J1487 1488 1486(N1) Q1487UB 4 Y18_1YR. YEAR OF SPOUSE'S FIRST MARRIAGE / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / YEAR: ^B J1488 1489 1486(N2) V (1896/1998){NNNN} Q1488UB 2 Y18_1AGE.AGE WHEN SPOUSE FIRST MARRIED / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / AT AGE: ^B J1489 1488 B1488(G0)+M6(1)+14(G0+LQ1488)=THAT IS OLDER THAN R'S CU /RRENT AGE! J1489 1490 1486(N3) V (5/99){NN} Q1489UB 2 Y18_1YRS.YEARS AGO WHEN SPOUSE FIRST MARRIED / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / ^B YEARS AGO J1490 1489 B1489(G0)+M6(1)+14(G0+LQ1489)=THAT IS MORE YEARS THAN R /'S CURRENT AGE! V (1/75){Nn} Q1490B 1351 Y19. SPOUSE'S MOTHER LIVING? /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Todav¡a vive la madre de su (esposo/esposa/pareja)? /^C1 / / ^B J1491 1492 1490(2.K2.K3) J1491 1490 B1490(0+"0")=PLEASE ENTER RESPONSE Q1491UB 3 Y19_1. SPOUSE'S MOTHER AGE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Qu‚ edad tiene? / / ^B Age J1492 1491 B1491(G0)+M6(2)+16(GQ1491)=MOTHER CANNOT BE YOUNGER THA /N HER CHILD! V (30/110){NNn} Q1492B 1351 Y19_2. SPOUSE'S FATHER LIVING /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Todav¡a vive el padre de su (esposo/esposa/pareja)? /^C1 / / ^B J1493 1494 1492(N1) J1493 1492 B1492(0+"0")=PLEASE ENTER RESPONSE Q1493UB 3 Y19_3. SPOUSE'S FATHER AGE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Qu‚ edad tiene? / / ^B Age J1494 1493 B1493(G0)+M6(2)+16(GQ1493)=FATHER CANNOT BE YOUNGER THA /N HIS CHILD! V (30/110){NNn} Q1494B 1351 Y20. SPOUSE SMOKE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / Ahora quisiera hacerle algunas preguntas sobre la salud de su /(esposo/esposa/pareja), ¨fuma (‚l/ella) actualmente? /^C1 / / ^B J1495 1494 B1494(0+"0")=PLEASE ENTER RESPONSE Q1495B Y20_3. SPOUSE HEALTH /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Dir¡a que la salud de su (esposo/esposa/pareja) en general es excelente, /buena, regular o mala? /^C1 / / ^B C0 C1 Excelente C2 Buena C3 Regular C4 Mala J1496 1495 B1495(0+"0")=PLEASE ENTER RESPONSE Q1496UB 3 Y20_1. HOW OLD SPOUSE EXPECT TO LIVE? / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / Si le pregunt ramos a su (esposo/esposa/pareja), ¨hasta qu‚ edad piensa /usted que (‚l/ella) dir¡a que espera vivir? / / ^B J1498 1496 B1496(G0)+M6(2)+16(GQ1496)=AGE CANNOT BE LESS THAN SPOU /SE/PARTNER'S CURRENT AGE! J1498 1499 M7(G1)+21(1)+25(2)=:1: J1498 1499 6(G0)=:2: V (20/150){NNn} Q1498B Y25. INTERVIEWER CHECKPOINT / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / / / ^B C1 1 OR MORE ADULTS WITH INDEPENDENT FINANCES C2 ALL OTHERS J1499 1513 1498(N1) Q1499B Y25_1. PREAMBLE / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / /Para el resto de las preguntas en esta entrevista, por favor incluya a todos /aquellos en su casa que tienen recursos financieros independientes, y no /solamente a los que se nombran al final de la tarjeta. / / HOUSEHOLD MEMBERS WITH INDEPENDENT FINANCES / / RELATIONSHIP SEX AGE MARITAL / / '^7M6(G0)+25(2)’14( '^8’6( '^16’4( '^20’14( / / ^B C0 PRESS [ENTER] TO CONTINUE J1500 1513 1499(A) Q1500B Y27. ELIGIBLE FOR MEDICARE - R ALONE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Cumple usted actualmente los requisitos para estar cubierto(a) por alguno /de los programas de seguro de salud del gobierno tales como Medicare, Medicaid, /o CHAMPUS, VA, o de alg£n otro programa militar? / / GOVERNMENT JOB IN THIS QUESTION. / / ^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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Qu‚ programa es ese? / / 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 Otro C10 G 1/5 J1502 1502 1503 1501(5) Q1502U Y27_1V. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! Q1503B 1351 Y27_2. ANY OTHER TYPE OF HEALTH /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / / ¨Est  usted cubierto por alg£n otro tipo de seguro m‚dico, tal como un plan / de sindicato o del empleador, o Blue Cross-Blue Shield, una Organizaci¢n /del Mantenimiento de la Salud (HMO), un plan Medigap o alg£n otro seguro /m‚dico? /^C1 / / ^B J1504 1505 1503(1) J1504 1576 1503(2.K2.K3) J1504 1503 B1503(0+"0")=PLEASE ENTER RESPONSE Q1504B 1351 Y28. ANY OTHER TYPE OF HEALTH /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Est  usted cubierto por alg£n tipo de seguro m‚dico, tal como un plan / de sindicato o del empleador, o Blue Cross-Blue Shield, una Organizaci¢n /del Mantenimiento de la Salud (HMO), un plan Medigap o alg£n otro seguro /m‚dico? /^C1 / / ^B J1505 1533 1504(2.K2.K3) J1505 1504 B1504(0+"0")=PLEASE ENTER RESPONSE Q1505MC Y28_1. COVERAGE OBTAINED THROUGH... / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Este seguro se obtuvo a trav‚s de su empleador o empleador anterior, un /sindicato, a trav‚s de pagos hechos directamente a una compa¤¡a de seguros, a /trav‚s de AARP, o cu l es la situaci¢n? / / / C1 Empleador actual C2 Empleador anterior C3 Sindicato C4 Pago directo C5 AARP C6 Otro C10 G 1/6 J1506 1506 1507 1505(6) Q1506U Y28_1. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! Q1507MC Y28_2. HOW COVERAGE PAID / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨C¢mo se paga este seguro? ¨Lo paga usted, alg£n empleador, usted y un /empleador, un familiar o alguien m s? / / / C1 R (entrevistado(a) C2 Empleador C3 Pariente C4 FORMER EMPLOYER C5 OTHER C10 G 1/5 J1508 1508 1509 1507(5) Q1508U Y28_2. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. J1509 1509 1576 1507(1) V M!a_! Q1509UB 5 Y28_3. AMOUNT PAY FOR INSURANCE / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / / ¨Cu nto paga usted por este seguro? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1510 1509 B1509(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1510 1509 B1509(","."-"."+")=INVALID RESPONSE! V !.A$__,___.!("range",1/99999) Q1510 DK. A30 DKDOL98.VQ C1 ^1509 C2 8 J1511 1509 B1510("X")=PLEASE ENTER CORRECT AMOUNT J1511 1513 1510(0) Q1511B 102 Y28_3. FREQUENCY OF PAYMENTS / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED. / / ¨Y eso es semanalmente, mensualmente, trimestralmente, anualmente o cada /cu nto? /^C1 / / ^B J1512 1511 B1511(0+"0")=PLEASE ENTER RESPONSE J1512 1513 1511(N7) Q1512U Y28_3. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. J1513 1576 1509(A).1461(2) V M!a_! Q1513B 1351 Y29. ELIGIBLE FOR BENEFITS - R NOT ALONE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / /~IF M6(G2)+25(2) / Usted o alguien de su familia que vive aqu¡, contando a los miembros de / la familia que tienen finanzas independientes, ¨cumple actualmente los / requisitos para estar cubierto por alguno de los programas de seguro de /salud del gobierno, tales como Medicare, Medicaid, o CHAMPUS, VA, o de alg£n /otro programa militar? /~ELSE / Usted o alguien de su familia que vive aqu¡, ¨cumple actualmente los / requisitos para estar cubierto por alguno de los programas de seguro de /salud del gobierno, tales como Medicare, Medicaid, o CHAMPUS, VA, o de alg£n /otro programa militar? /~END / GOVERNMENT JOB IN THIS QUESTION. / / ^B J1514 1520 1513(2.K2.K3) J1514 1513 B1513(0+"0")=PLEASE ENTER RESPONSE Q1514MC Y29_1. WHICH PROGRAM? /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / ¨Qu‚ programa es ese? (¨Alg£n otro?) / / / 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 Otro C10 G 1/5 J1515 1515 1516 1514(5) Q1515U Y29_1. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! Q1516B 1351 Y29_2. IS EVERYONE COVERED? /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / /~IF 0(1)=1514U(1/5)= / ¨Todos los que viven aqu¡ est n cubiertos por este programa? /~ELSE / ¨Todos los que viven aqu¡ est n cubiertos por alguno de estos programas? /~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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Usted o alguna otra persona est  cubierta por alg£n otro tipo de seguro /m‚dico, tal como un plan del sindicato o del empleador, o / Blue Cross-Blue Shield, una Organizaci¢n del Mantenimiento de la Salud / (HMO), un plan Medigap, o alg£n otro seguro m‚dico? /^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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Qui‚n no est  cubierto? / / C1 R (entrevistado(a)) C2 Esposo(a)/pareja C3 Hijo(s) menor(es) de 18 a¤os C4 Hijo(s) de 18 a¤os y m s C5 Padre (o suegro) C6 Madre (o suegra) C7 Otro 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! Q1520B 1351 Y30.COVERED BY OTHER HEALTH COVERAGE? /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Usted o alguien de los que viven aqu¡, est  cubierto por alg£n (otro) /tipo de seguro m‚dico tal como un plan del sindicato o del empleador, o / Blue Cross-Blue Shield, una Organizaci¢n del Mantenimiento de la Salud / (HMO), un plan Medigap, o alg£n otro seguro m‚dico? /^C1 / / ^B J1521 1533 1520(2.K2.K3) J1521 1520 B1520(0+"0")=PLEASE ENTER RESPONSE Q1521MC Y31. COVERAGE OBTAINED THROUGH... /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS /~IF M7(2/3)+25(1) / ¨Tienen acceso a este seguro m‚dico a trav‚s de su empleador actual o / anterior o de su sindicato, a trav‚s del empleador actual, del empleador /anterior o del sindicato o uni¢n de su (esposo/esposa/pareja), o mediante pagos /directos a una compa¤¡a de seguro, o por AARP, o de qu‚ otro modo? /~ELSE / ¨Tiene usted acceso a este seguro m‚dico a trav‚s de su empleador actual o / anterior o de su sindicato, a trav‚s de pagos directos a una compa¤¡a de /seguro, o por AARP, o de qu‚ otro modo? /~END / 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 1/2 G 3=M976(1)+1011(1) G 4/5=M7(2/3)+25(1) G 6=M976(2)+1011(1) G 7/9 J1522 1522 1523 1521(9) Q1522U Y31V. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! Q1523MC Y31_1. HOW COVERAGE PAID / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / ¨C¢mo se paga este seguro ¨Lo paga usted, alg£n empleador, usted y un / empleador, un familiar o alguien m s? / / C1 R/Familia C2 Empleador C3 Pariente C4 FORMER EMPLOYER C5 Otro C10 G 1/5 J1524 1524 1525 1523(5) Q1524U Y31_1V. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. J1525 1525 1529 1523(1) V M!a_! Q1525UB 5 Y31_2. AMOUNT OF INSURANCE PAYMENTS /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 0A(LE1)=6AM25(N2)= / ¨Cu nto paga usted por este seguro? /~ELSE / ¨Cu nto paga usted y los miembros de su familia por este seguro? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1526 1525 B1525(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1526 1525 B1525(","."-"."+")=INVALID RESPONSE! V !.A$__,___.!("range",1/99999) Q1526 DK. A30 DKDOL98.VQ C1 ^1525 C2 8 J1527 1525 B1526("X")=PLEASE ENTER CORRECT AMOUNT J1527 1529 1526(0) Q1527B 102 Y31_2. FREQUENCY OF PAYMENTS / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / INTERVIEWER: CODE WITHOUT ASKING IF ALREADY MENTIONED. / / ¨Y eso es semanalmente, mensualmente, trimestralmente, anualmente o cada /cu nto? /^C1 / / ^B J1528 1527 B1527(0+"0")=PLEASE ENTER RESPONSE J1528 1529 1527(N7) Q1528U Y31_2V. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! Q1529B 1351 Y31_3. EVERYONE COVERED BY ONE /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Todos los miembros de su familia est n cubiertos por al menos uno de estos / programas de salud privados? /^C1 / / ^B J1530 1532 1529(1.K2.K3) J1530 1529 B1529(0+"0")=PLEASE ENTER RESPONSE Q1530MC 1518 Y31_4. WHO IS NOT COVERED / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / ¨Qui‚n no est  cubierto (contando a los que tienen finanzas independientes)? /(¨Alguien m s?) / J1531 1531 1532 1530(7) Q1531U Y31_4V. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. J1532 1532 1533 1516(N1)+1529(N1) V M!a_! Q1532B 1351 Y31_5.EVERYONE COVERED BY SOME TYPE OF HEALTH INS / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / ¨Todos los miembros de su familia est n cubiertos por alg£n tipo de seguro /de salud p£blico o privado? / / / ^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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / (SHOW CARD 20) Esta es una lista de razones por las que algunas personas no /tienen seguro m‚dico. ¨Qu‚ n£mero describe mejor por qu‚ (usted/ algunos /miembros de su familia que viven aqu¡) no est (n) cubierto(s) por ning£n seguro /m‚dico? / /^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 SOME OTHER REASON J1534 1533 B1533(0+"0")=PLEASE ENTER RESPONSE J1534 1536 1533(N8) Q1534U Y32V. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. J1536 1576 1498(N1) V M!a_! Q1536B 1351 Y34. 18 OR OVER RECEIVE WAGES... /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /~IF 0A(G1)=6AM25(2)= / Quisiera hacerle algunas preguntas £nicamente sobre los dem s adultos de 18 / a¤os y mayores que viven con usted (y su familia) pero tienen finanzas /independientes. /~ELSE / Quisiera hacerle algunas preguntas £nicamente sobre el otro adulto de 18 / a¤os y mayor que vive con usted (y su familia) pero tiene finanzas /independientes. /~END /~IF 0A(1)=6AM25(2)= /~IF M6(G1)+8(1)+25(2) / ¨El recibe ingresos por sueldos o salarios? /~ELSE M6(G1)+8(2)+25(2) / ¨Ella recibe ingresos por sueldos o salarios? /~ELSE / ¨Ellos reciben ingresos por sueldos o salarios? /~END /~ELSE / ¨Alguno de estos otros adultos recibe ingresos por sueldo o salarios? /~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 /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 0A(1)=6AM25(2)= /~IF M6(G1)+8(1)+25(2) / ¨M s o menos a cu nto ascendieron los ingresos totales antes de los /impuestos y otras deducciones que ‚l recibi¢ por sueldos y salarios en 1997? /~ELSE M6(G1)+8(2)+25(2) / ¨M s o menos a cu nto ascendieron los ingresos totales antes de los /impuestos y otras deducciones que ella recibi¢ por sueldos y salarios en 1997? / /~ELSE / ¨M s o menos a cu nto ascendieron los ingresos totales antes de los /impuestos y otras deducciones que ellos recibieron por sueldos y salarios en /1997? /~END /~ELSE / ¨M s o menos a cu nto ascendieron los ingresos totales antes de los impuestos /y otras deducciones que ellos recibieron por sueldos y salarios en 1997? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B J1538 1537 B1537(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1538 1537 B1537(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q1538 DK. A30 DKDOL98.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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Incluy¢ usted esta cantidad en los ingresos de los que me habl¢ usted / anteriormente en esta entrevista? / /^C1 / / ^B J1540 1541 1539(2.K2.K3) J1540 1539 B1539(0+"0")=PLEASE ENTER RESPONSE Q1540U Y34_3. WHERE DID YOU TELL ME / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Cu ndo me habl¢ usted de estos ingresos? V M!a_! Q1541B 1351 Y35. ANY OTHER SOURCES / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /~IF 0A(1)=6AM25(2)= /~IF M6(G1)+8(1)+25(2) / ¨El recibe ingresos de alguna otra fuente (tal como seguro social, una / pensi¢n, pagos por incapacidad, asistencia p£blica, ingresos de un negocio / u otros activos)? /~ELSE M6(G1)+8(2)+25(2) / ¨Ella recibe ingresos de alguna otra fuente (tal como seguro social, una / pensi¢n, pagos por incapacidad, asistencia p£blica, ingresos de un negocio / u otros activos)? /~ELSE / ¨Ellos reciben ingresos de alguna otra fuente (tal como seguro social, una / pensi¢n, pagos por incapacidad, asistencia p£blica, ingresos de un negocio / u otros activos)? /~END /~ELSE / ¨Ellos reciben ingresos de alguna otra fuente (tal como seguro social, una / pensi¢n, pagos por incapacidad, asistencia p£blica, ingresos de un negocio / u otros activos)? /~END /^C1 / / ^B J1542 1548 1541(2.K2.K3) J1542 1541 B1541(0+"0")=PLEASE ENTER RESPONSE Q1542MC Y35_1. WHAT OTHER SOURCES /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / /~IF 0A(1)=6AM25(2)= /~IF M6(G1)+8(1)+25(2) / ¨Qu‚ otras fuentes de ingresos tiene ‚l? /~ELSE M6(G1)+8(2)+25(2) / ¨Qu‚ otras fuentes de ingresos tiene ella? /~ELSE / ¨Qu‚ otras fuentes de ingresos tienen ellos? /~END /~ELSE / ¨Qu‚ otras fuentes de ingresos tienen ellos? /~END / / C1 Seguro Social C2 Pensiones C3 Incapacidad C4 Asistencia p£blica C5 Ingresos por intereses C6 Dividendos C7 Negocio C8 Bienes ra¡ces C9 Otro C10 G 1/9 J1543 1543 1544 1542(9) Q1543U Y35_1V. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. V M!a_! Q1544UB 9 Y35_2.AMOUNT OF TOTAL INCOME IN 97 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / /~IF 0A(1)=6AM25(2)= /~IF M6(G1)+8(1)+25(2) / ¨M s o menos a cu nto ascendieron los ingresos totales que ‚l recibi¢ /~ELSE M6(G1)+8(2)+25(2) / ¨M s o menos a cu nto ascendieron los ingresos totales que ella recibi¢ /~ELSE / ¨M s o menos a cu nto ascendieron los ingresos totales que ellos recibieron /~END /~ELSE / ¨M s o menos a cu nto ascendieron los ingresos totales que ellos recibieron /~END /~IF 0(G1)=1542U(1/9)= / de todas estas fuentes en 1997 antes de los impuestos y otras deducciones? /~ELSE / de esta fuente en 1997 antes de los impuestos y otras deducciones? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ANNUAL AMOUNT: ^B IN '97 J1545 1544 B1544(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1545 1546 1544(0+"0") J1545 1544 B1544(NL0)+1544(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",-99999999/999999999) Q1545 DK. A30 DKDOL98.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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Incluy¢ esta cantidad en los ingresos de los que me habl¢ usted /anteriormente en esta entrevista? / /^C1 / / ^B J1547 1548 1546(2.K2.K3) J1547 1546 B1546(0+"0")=PLEASE ENTER RESPONSE Q1547U Y35_4. WHERE DID YOU TELL ME / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Cu ndo me habl¢ usted de estos ingresos? V M!a_! Q1548B 1351 Y36. CARS OR VEHICLES /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /~IF 0A(1)=6AM25(2)= /~IF M6(G1)+8(1)+25(2) / ¨El tiene alg£n autom¢vil u otro veh¡culo? /~ELSE M6(G1)+8(2)+25(2) / ¨Ella tiene alg£n autom¢vil u otro veh¡culo? /~ELSE / ¨Ellos tienen alg£n autom¢vil u otro veh¡culo? /~END /~ELSE / ¨Alguno de ellos tiene alg£n autom¢vil u otro veh¡culo? /~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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / / ¨M s o menos cu l es el valor actual (este/estos) veh¡culo(s)? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1550 1549 B1549(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1550 1551 1549(0+"0") J1550 1549 B1549(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q1550 DK. A30 DKDOL98.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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Cont¢ usted (este/estos) veh¡culo(s) en el n£mero de veh¡culos de los que / me habl¢ antes en esta entrevista? / /^C1 / / ^B J1552 1553 1551(2.K2.K3) J1552 1551 B1551(0+"0")=PLEASE ENTER RESPONSE Q1552U Y36_3. WHERE DID YOU TELL ME / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨D¢nde me habl¢ sobre (este/estos) veh¡culo(s)? V M!a_! Q1553B 1351 Y37. BANK ACCOUNT, SAVINGS ACCOUNTS... /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /~IF 0A(1)=6AM25(2)= /~IF M6(G1)+8(1)+25(2) / ¨El tiene alguna cuenta de banco, cuenta de ahorro o bonos de ahorro? /~ELSE M6(G1)+8(2)+25(2) / ¨Ella tiene alguna cuenta de banco, cuenta de ahorro o bonos de ahorro? /~ELSE / ¨Ellos tienen alguna cuenta de banco, cuenta de ahorro o bonos de ahorro? /~END /~ELSE / ¨Ellos tienen alguna cuenta de banco, cuenta de ahorro o bonos de ahorro? /~END /^C1 / / ^B J1554 1558 1553(2.K2.K3) J1554 1553 B1553(0+"0")=PLEASE ENTER RESPONSE Q1554UB 9 Y37_1. AMOUNT IN ACCOUNTS / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 0A(1)=6AM25(2)= /~IF M6(G1)+8(1)+25(2) / ¨M s o menos cu nto en total tiene ‚l en cuentas de banco, cuentas de ahorro /o bonos de ahorro? /~ELSE M6(G1)+8(2)+25(2) / ¨M s o menos cu nto en total tiene ella en cuentas de banco, cuentas de /ahorro o bonos de ahorro? /~ELSE / ¨M s o menos cu nto en total tienen ellos en cuentas de banco, cuentas de /ahorro o bonos de ahorro? /~END /~ELSE / ¨M s o menos cu nto en total tienen ellos en cuentas de banco, cuentas de /ahorro o bonos de ahorro? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1555 1554 B1554(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1555 1554 B1554(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q1555 DK. A30 DKDOL98.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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Incluy¢ usted esta cantidad cuando me habl¢ de este tipo de cuentas y bonos /anteriormente en esta entrevista? / /^C1 / / ^B J1557 1558 1556(2.K2.K3) J1557 1556 B1556(0+"0")=PLEASE ENTER RESPONSE Q1557U Y37_3. WHERE DID YOU TELL ME / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Cu ndo me habl¢ de esto? V M!a_! Q1558B 1351 Y38. ANY OTHER ASSETS? /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /~IF 0A(1)=6AM25(2)= /~IF M6(G1)+8(1)+25(2) / ¨El tiene alg£n otro tipo de activos (tal como acciones, bonos, alg£n /negocio o alguna otra propiedad, incluyendo alguna parte de [la casa/ el /apartamento] donde usted vive)? /~ELSE M6(G1)+8(2)+25(2) / ¨Ella tiene alg£n otro tipo de activos (tal como acciones, bonos, alg£n /negocio o alguna otra propiedad, incluyendo alguna parte de [la casa/ el /apartamento] donde usted vive)? /~ELSE / ¨Ellos tienen alg£n otro tipo de activos (tal como acciones, bonos, alg£n /negocio o alguna otra propiedad, incluyendo alguna parte de [la casa/ el /apartamento] donde usted vive)? /~END /~ELSE / ¨Ellos tienen alg£n otro tipo de activos (tal como acciones, bonos, alg£n /negocio o alguna otra propiedad, incluyendo alguna parte de [la casa/ el /apartamento] donde usted vive)? /~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 Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / (SHOW CARD 21) / /~IF 0A(1)=6AM25(2)= /~IF M6(G1)+8(1)+25(2) / ¨Qu‚ otros tipos de activos tiene ‚l? /~ELSE M6(G1)+8(2)+25(2) / ¨Qu‚ otros tipos de activos tiene ella? /~ELSE / ¨Qu‚ otros tipos de activos tienen ellos? /~END /~ELSE / ¨Qu‚ otros tipos de activos tienen ellos? /~END / / C1 YOUR HOME C2 STOCKS C3 BONDS C4 MUTUAL FUNDS C5 MONEY MARKET FUNDS C6 BUSINESS C7 OTHER REAL ESTATE C8 OTHER KIND OF ASSET C10 G 1/8 J1560 1559 B1559(0+"0")=PLEASE ENTER RESPONSE J1560 1560 1582 1559(8) Q1560U Y38_1. COMMENT FOR OTHER / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / PLEASE SPECIFY. J1582 1561 V M!a_! Q1582X C1 este activo C2 todos estos activos 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 / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / /~IF 0A(1)=6AM25(2)= /~IF M6(G1)+8(1)+25(2) / ¨M s o menos cu nto tiene ‚l en total en (este activo/ todos estos activos)? /~ELSE M6(G1)+8(2)+25(2) / ¨M s o menos cu nto tiene ella en total en (este activo/ todos estos /activos)? /~ELSE / ¨M s o menos cu nto tienen ellos en total en (este activo/ todos estos /activos)? /~END /~ELSE / ¨M s o menos cu nto tienen ellos en total en (este activo/ todos estos /activos)? /~END / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1562 1561 B1561(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1562 1563 1561(0+"0") J1562 1561 B1561(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q1562 DK. A30 DKDOL98.VQ C1 ^1561 C2 6 J1563 1561 B1562("X")=PLEASE ENTER CORRECT AMOUNT J1563 1565 1562(0) Q1563B 1351 Y38_3. INCLUDE ASSETS EARLIER /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Incluy¢ esta cantidad en los activos de los que me habl¢ anteriormente en /esta entrevista? / /^C1 / / ^B J1564 1565 1563(2.K2.K3) J1564 1563 B1563(0+"0")=PLEASE ENTER RESPONSE Q1564U Y38_4. WHERE DID YOU TELL ME / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Cu ndo me habl¢ usted de (este activo/ todos estos activos)? J1565 1566 1559(1)=:1: J1565 1566 1559(A)=:2: V M!a_! Q1565B Y39. INTERVIEWER CHECKPOINT / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / INTERVIEWER CHECKPOINT: SEE Q.38.1 /^C1 / / ^B / C0 C1 R's HOME MARKED IN Q.38.1 C2 ALL OTHERS J1566 1571 1565(2) Q1566UB 5 Y39_1. WHAT SHARE OF HOME /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /~IF 0A(1)=6AM25(2)= /~IF M6(G1)+8(1)+25(2) / ¨Qu‚ parte de esta casa le pertenece a ‚l? /~ELSE M6(G1)+8(2)+25(2) / ¨Qu‚ parte de esta casa le pertenece a ella? /~ELSE / ¨Qu‚ parte de esta casa les pertenece a ellos? /~END /~ELSE / ¨Qu‚ parte de esta casa les pertenece a ellos? /~END / / ^B J1567 1567 1569 1559(1) V !.U___.__%!(1/100) Q1567UB 10 Y39_2. PRESENT VALUE OF HOME / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / / ¨Cu l es el valor actual de esta casa? Es decir, ¨en cu nto se vender¡a / hoy? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1568 1567 B1567(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1568 1583 1567(0+"0") J1568 1567 B1567(","."-"."+")=INVALID RESPONSE! V !.A$_,___,___,___.!("range",1/9999999999) Q1568 DK. A30 DKDOL98.VQ C1 ^1567 C2 3 J1569 1567 B1568("X")=PLEASE ENTER CORRECT AMOUNT Q1583U A14 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 /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / / ¨Cu nto se debe todav¡a de todas las hipotecas, contratos de propiedad y / pr‚stamos sobre esta casa? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1570 1569 B1569(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1570 1571 1569(0+"0") J1570 1569 B1569(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",0/999999999) Q1570 DK. A30 DKDOL98.VQ C1 ^1569 C2 3 J1571 1569 B1570("X")=PLEASE ENTER CORRECT AMOUNT Q1571B 1351 Y40. HAVE ANY DEBTS /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / /~IF 0A(1)=6AM25(2)= /~IF M6(G1)+8(1)+25(2) / ¨El tiene alguna (otra) deuda? /~ELSE M6(G1)+8(2)+25(2) / ¨Ella tiene alguna (otra) deuda? /~ELSE / ¨Ellos tienen alguna (otra) deuda? /~END /~ELSE / ¨Ellos tienen alguna (otra) deuda? /~END / /INTERVIEWER: IF R ASKS: DO NOT INCLUDE MORTGAGE ON R's HOME /^C1 / / ^B J1572 1576 1571(2.K2.K3) J1572 1571 B1571(0+"0")=PLEASE ENTER RESPONSE Q1572UB 9 Y40_1. AMOUNT IN DEBT / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / INTERVIEWER: DO NOT USE [F2] TO ENTER A COMMENT ON THIS SCREEN / / / / ¨M s o menos a cu nto asciende el total de las deudas? / / IF R GIVES RANGE, PRESS [F9] KEY. / / ^B J1573 1572 B1572(C)=COMMENTS ARE NOT ALLOWED ON THIS SCREEN, PRESS / [F2] AGAIN AND DELETE COMMENT! J1573 1572 B1572(","."-"."+")=INVALID RESPONSE! V !.A$___,___,___.!("range",1/999999999) Q1573 DK. A30 DKDOL98.VQ C1 ^1572 C2 6 J1574 1572 B1573("X")=PLEASE ENTER CORRECT AMOUNT J1574 1576 1573(0) Q1574B 1351 Y40_2. INCLUDE DEBTS EARLIER? /QxQ Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Cont¢ usted estas deudas cuando me habl¢ de las deudas de este hogar / anteriormente en esta entrevista? / /^C1 / / ^B J1575 1576 1574(2.K2.K3) J1575 1574 B1574(0+"0")=PLEASE ENTER RESPONSE Q1575U Y40_3. WHERE DID YOU TELL ME / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / ¨Cu ndo me habl¢ usted de estas deudas? V M!a_! Q1576U Y41. FINISH / Y: DEMOGRAPHICS, HEALTH, INDEPENDENT HH MEMBERS / / / Con esto se terminan nuestras preguntas. ¨Hay algo que quiere usted a¤adir /sobre alguno de los temas que hemos tratado? / / INTERVIEWER: PLEASE THANK THE RESPONDENT! V M!a_! Q1577U ELAPSED SECONDS - END A45 N Q1640U TIME OF DAY A17 ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- SURVEYCRAFT PROGRAM FOR DKDOL ROUTINE ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- L90 209=REFUSED L91 210=DON'T KNOW Q1U A8 J2 3 1(G0)=:/^1V: Q2U Q3U math A14 2L*(-1X) J4 5 3(G0)=:/^3L: J4 5 1(G0)=:/^1V: Q4U J5 6 1(G0)=:/^2V: Q5U Q6U A35 [PgUp]=Back Up [PgDn]=Return [Ctrl End]=Suspend J7 8 Q7X C1 five hundred thousand C2 one million C3 two hundred and fifty thousand C4 one hundred thousand C5 fifty thousand C6 ten thousand C7 one thousand C8 five hundred C9 one million C10 five million C11 five hundred thousand C12 two hundred and fifty thousand C13 one hundred thousand C14 twenty five thousand C15 two thousand C16 one thousand C17 five million C18 ten million C19 one million C20 five hundred thousand C21 two hundred and fifty thousand C22 seventy five thousand C23 ten thousand C24 five thousand C25 ten million C26 twenty five million C27 five million C28 one million C29 seven hundred and fifty thousand C30 two hundred and fifty thousand C31 fifty thousand C32 ten thousand C33 ten thousand C34 fifty thousand C35 fifty thousand C36 five thousand C37 five thousand C38 five hundred C39 one hundred C40 fifty C41 one hundred thousand C42 one hundred thousand C43 one hundred thousand C44 twenty five thousand C45 ten thousand C46 one thousand C47 two hundred and fifty C48 one hundred C49 two hundred and fifty thousand C50 five hundred thousand C51 one hundred and fifty thousand C52 fifty thousand C53 twenty five thousand C54 five thousand C55 five hundred C56 two hundred and fifty G 1/49/8=5(1) G 2/50/8=5(2) G 3/51/8=5(3) G 4/52/8=5(4) G 5/53/8=5(5) G 6/54/8=5(6) G 7/55/8=5(7) G 8/56/8=5(8) J8 21 4(G0) J8 8 9 4("range") Q8B / / / /^C1 / CHOOSE: / ^B C0 C1 ENTER LETTER FROM RANGE CARD C2 ENTER LOW END AND HIGH END OF RANGE J9 8 B8(0+"0")=PLEASE ENTER RESPONSE J9 19 8(2) J9 10 8(1)=:1: Q9B / / / / /^C1 / / Can you give me a range from this card? HAND R RANGE CARD. / / ^B C0 C1 YES C2 NO J10 9 B9(0+"0")=PLEASE ENTER RESPONSE J10 21 9(K2)=:0: J10 17 9(1) Q10B 9 / / /^C1 / / / / Was it ^7L(1/8) dollars or more? / / ^B J11 10 B10(0+"0")=PLEASE ENTER RESPONSE J11 19 10(K2) J11 14 10(N1) Q11B 9 / / / / / /^C1 / / Was it ^7L(9/16) dollars or more? / / ^B J12 11 B11(0+"0")=PLEASE ENTER RESPONSE J12 19 11(N1) Q12B 9 / / / / /^C1 / / Was it ^7L(17/24) dollars or more? / / ^B J13 12 B12(0+"0")=PLEASE ENTER RESPONSE J13 19 12(N1) Q13B 9 / / / / /^C1 / / Was it ^7L(25/32) dollars or more? / / ^B J14 13 B13(0+"0")=PLEASE ENTER RESPONSE J14 19 13(A) Q14B 9 / / / / /^C1 / / Was it ^7L(33/40) dollars or more? / / ^B J15 14 B14(0+"0")=PLEASE ENTER RESPONSE J15 19 14(N1) Q15B 9 / / / / /^C1 / / Was it ^7L(41/48) dollars or more? / / ^B J16 15 B15(0+"0")=PLEASE ENTER RESPONSE J16 19 15(N1) Q16B 9 / / / / /^C1 / / Was it ^7L(49/56) dollars or more? / / ^B J17 16 B16(0+"0")=PLEASE ENTER RESPONSE J17 19 16(A) Q17UB 1 RANGE CARD / / / / / ENTER LETTER FROM RANGE CARD: ^B V ("A,B,C,D,E,F,G,H,I,J,K,L,M,N,O,P,Q,R,S,T,a,b,c,d,e,f, /g,h,i,j,k,l,m,n,o,p,q,r,s,t") J18 17 B17(0+"0")=INVALID RESPONSE! Q18ET J19 20 17("A"."a")=:1: J19 20 17("B"."b")=:101: J19 20 17("C"."c")=:501: J19 20 17("D"."d")=:1001: J19 20 17("E"."e")=:2501: J19 20 17("F"."f")=:5001: J19 20 17("G"."g")=:7501: J19 20 17("H"."h")=:10001: J19 20 17("I"."i")=:25001: J19 20 17("J"."j")=:50001: J19 20 17("K"."k")=:75001: J19 20 17("L"."l")=:100001: J19 20 17("M"."m")=:250001: J19 20 17("N"."n")=:500001: J19 20 17("O"."o")=:1000001: J19 20 17("P"."p")=:5000001: J19 20 17("Q"."q")=:10000001: J19 20 17("R"."r")=:25000001: J19 20 17("S"."s")=:50000001: J19 20 17("T"."t")=:100000000: J19 E 16(K2)=:Ñ: J19 20 11(2.K2.K3)+5(1)=:500000: J19 20 11(2.K2.K3)+5(2)=:1000000: J19 20 11(2.K2.K3)+5(3)=:250000: J19 20 11(2.K2.K3)+5(4)=:100000: J19 20 11(2.K2.K3)+5(5)=:50000: J19 20 11(2.K2.K3)+5(6)=:10000: J19 20 11(2.K2.K3)+5(7)=:1000: J19 20 11(2.K2.K3)+5(8)=:500: J19 20 12(2.K2.K3)+5(1)=:1000000: J19 20 12(2.K2.K3)+5(2)=:5000000: J19 20 12(2.K2.K3)+5(3)=:500000: J19 20 12(2.K2.K3)+5(4)=:250000: J19 20 12(2.K2.K3)+5(5)=:100000: J19 20 12(2.K2.K3)+5(6)=:25000: J19 20 12(2.K2.K3)+5(7)=:2000: J19 20 12(2.K2.K3)+5(8)=:1000: J19 20 13(2.K2.K3)+5(1)=:5000000: J19 20 13(2.K2.K3)+5(2)=:10000000: J19 20 13(2.K2.K3)+5(3)=:1000000: J19 20 13(2.K2.K3)+5(4)=:500000: J19 20 13(2.K2.K3)+5(5)=:250000: J19 20 13(2.K2.K3)+5(6)=:75000: J19 20 13(2.K2.K3)+5(7)=:10000: J19 20 13(2.K2.K3)+5(8)=:5000: J19 20 13(1)+5(1)=:10000000: J19 20 13(1)+5(2)=:25000000: J19 20 13(1)+5(3)=:5000000: J19 20 13(1)+5(4)=:1000000: J19 20 13(1)+5(5)=:750000: J19 20 13(1)+5(6)=:250000: J19 20 13(1)+5(7)=:50000: J19 20 13(1)+5(8)=:10000: J19 20 14(2.K2.K3)=:0: J19 20 15(2.K2.K3)+5(1)=:10000: J19 20 15(2.K2.K3)+5(2)=:50000: J19 20 15(2.K2.K3)+5(3)=:50000: J19 20 15(2.K2.K3)+5(4)=:5000: J19 20 15(2.K2.K3)+5(5)=:5000: J19 20 15(2.K2.K3)+5(6)=:500: J19 20 15(2.K2.K3)+5(7)=:100: J19 20 15(2.K2.K3)+5(8)=:50: J19 20 16(2.K2.K3)+5(1)=:100000: J19 20 16(2.K2.K3)+5(2)=:100000: J19 20 16(2.K2.K3)+5(3)=:100000: J19 20 16(2.K2.K3)+5(4)=:25000: J19 20 16(2.K2.K3)+5(5)=:10000: J19 20 16(2.K2.K3)+5(6)=:1000: J19 20 16(2.K2.K3)+5(7)=:250: J19 20 16(2.K2.K3)+5(8)=:100: J19 20 16(1)+5(1)=:250000: J19 20 16(1)+5(2)=:500000: J19 20 16(1)+5(3)=:150000: J19 20 16(1)+5(4)=:50000: J19 20 16(1)+5(5)=:25000: J19 20 16(1)+5(6)=:5000: J19 20 16(1)+5(7)=:500: J19 20 16(1)+5(8)=:250: J19 20 10(K2.K3)=:0: Q19UB 11 LOW END / / / / / / / / ENTER LOW END OF RANGE: ^B / / ENTER HIGH END OF RANGE: ^B V !.U$___,___,___.__!(0/999999999) J20 21 17("A"."a")=:100: J20 21 17("B"."b")=:500: J20 21 17("C"."c")=:1000: J20 21 17("D"."d")=:2500: J20 21 17("E"."e")=:5000: J20 21 17("F"."f")=:7500: J20 21 17("G"."g")=:10000: J20 21 17("H"."h")=:25000: J20 21 17("I"."i")=:50000: J20 21 17("J"."j")=:75000: J20 21 17("K"."k")=:100000: J20 21 17("L"."l")=:250000: J20 21 17("M"."m")=:500000: J20 21 17("N"."n")=:1000000: J20 21 17("O"."o")=:5000000: J20 21 17("P"."p")=:10000000: J20 21 17("Q"."q")=:25000000: J20 21 17("R"."r")=:50000000: J20 21 17("S"."s")=:100000000: J20 21 17("T"."t")=:100000001: J20 E 16(K2)=:Ñ: J20 21 11(K2.K3)+5(1)=:500000: J20 21 11(K2.K3)+5(2)=:1000000: J20 21 11(K2.K3)+5(3)=:250000: J20 21 11(K2.K3)+5(4)=:100000: J20 21 11(K2.K3)+5(5)=:50000: J20 21 11(K2.K3)+5(6)=:10000: J20 21 11(K2.K3)+5(7)=:1000: J20 21 11(K2.K3)+5(8)=:500: J20 21 5(1)+(11(2).12(K2.K3))=:1000000: J20 21 5(2)+(11(2).12(K2.K3))=:5000000: J20 21 5(3)+(11(2).12(K2.K3))=:500000: J20 21 5(4)+(11(2).12(K2.K3))=:250000: J20 21 5(5)+(11(2).12(K2.K3))=:100000: J20 21 5(6)+(11(2).12(K2.K3))=:25000: J20 21 5(7)+(11(2).12(K2.K3))=:2000: J20 21 5(8)+(11(2).12(K2.K3))=:1000: J20 21 5(1)+(12(2).13(K2.K3))=:5000000: J20 21 5(2)+(12(2).13(K2.K3))=:10000000: J20 21 5(3)+(12(2).13(K2.K3))=:1000000: J20 21 5(4)+(12(2).13(K2.K3))=:500000: J20 21 5(5)+(12(2).13(K2.K3))=:250000: J20 21 5(6)+(12(2).13(K2.K3))=:75000: J20 21 5(7)+(12(2).13(K2.K3))=:10000: J20 21 5(8)+(12(2).13(K2.K3))=:5000: J20 21 13(1.2)+5(1)=:10000000: J20 21 13(1.2)+5(2)=:25000000: J20 21 13(1.2)+5(3)=:5000000: J20 21 13(1.2)+5(4)=:1000000: J20 21 13(1.2)+5(5)=:750000: J20 21 13(1.2)+5(6)=:250000: J20 21 13(1.2)+5(7)=:50000: J20 21 13(1.2)+5(8)=:10000: J20 21 14(K2.K3)=:0: J20 21 5(1)+(14(2).15(K2.K3))=:10000: J20 21 5(2.3)+(14(2).15(K2.K3))=:50000: J20 21 5(4.5)+(14(2).15(K2.K3))=:5000: J20 21 5(6)+(14(2).15(K2.K3))=:500: J20 21 5(7)+(14(2).15(K2.K3))=:100: J20 21 5(8)+(14(2).15(K2.K3))=:50: J20 21 5(1/3)+(15(2).16(K2.K3))=:100000: J20 21 5(4)+(15(2).16(K2.K3))=:25000: J20 21 5(5)+(15(2).16(K2.K3))=:10000: J20 21 5(6)+(15(2).16(K2.K3))=:1000: J20 21 5(7)+(15(2).16(K2.K3))=:250: J20 21 5(8)+(15(2).16(K2.K3))=:100: J20 21 16(2)+5(1)=:250000: J20 21 16(2)+5(2)=:500000: J20 21 16(2)+5(3)=:150000: J20 21 16(2)+5(4)=:50000: J20 21 16(2)+5(5)=:25000: J20 21 16(2)+5(6)=:5000: J20 21 16(2)+5(7)=:500: J20 21 16(2)+5(8)=:250: J20 21 16(1)+5(1)=:500000: J20 21 16(1)+5(2)=:1000000: J20 21 16(1)+5(3)=:250000: J20 21 16(1)+5(4)=:100000: J20 21 16(1)+5(5)=:50000: J20 21 16(1)+5(6)=:10000: J20 21 16(1)+5(7)=:1000: J20 21 16(1)+5(8)=:500: J20 21 10(K2.K3)=:0: Q20UB 11 HIGH END V !.U$___,___,___.__!(0/999999999) J21 19 B20(A+NK2+NK3)+20(LQ19)=HIGH END CAN'T BE LESS THAN LOW / END! J21 22 4(G0)=:/^4L: J21 22 19(K2.K3)+20(G0.L0)=:/^20L: J21 22 20(K2.K3)+19(G0.L0)=:/^19L: J21 22 20(0)+19(0)=:0: J21 22 19(K2)+20(K2)=:Ñ: J21 22 19(K3)+20(K3)=:Ò: Q21U MIDPOINT A14 ((20L-19L)/2XI)+19L J22 28 21(LE0) Q22U billions A14 21L/1000000000XI Q23U millions A14 (21L-(22L*1000000000X))/1000000XI Q24U thousands A14 (21L-(23L*1000000X)-(22L*1000000000X))/1000XI Q25U hundreds A14 (21L-(24L*1000X)-(23L*1000000X)-(22L*1000000000X))/100XI Q26 tens A14 (21L-(25L*100X)-(24L*1000X)-(23L*1000000X)-(22L*1000000000X)) C0 C1 ONE C2 TWO C3 THREE C4 FOUR C5 FIVE C6 SIX C7 SEVEN C8 EIGHT C9 NINE C10 TEN C11 ELEVEN C12 TWELVE C13 THIRTEEN C14 FOURTEEN C15 FIFTEEN C16 SIXTEEN C17 SEVENTEEN C18 EIGHTEEN C19 NINETEEN C20 TWENTY C21 TWENTY-ONE C22 TWENTY-TWO C23 TWENTY-THREE C24 TWENTY-FOUR C25 TWENTY-FIVE C26 TWENTY-SIX C27 TWENTY-SEVEN C28 TWENTY-EIGHT C29 TWENTY-NINE C30 THIRTY C31 THIRTY-ONE C32 THIRTY-TWO C33 THIRTY-THREE C34 THIRTY-FOUR C35 THIRTY-FIVE C36 THIRTY-SIX C37 THIRTY-SEVEN C38 THIRTY-EIGHT C39 THIRTY-NINE C40 FORTY C41 FORTY-ONE C42 FORTY-TWO C43 FORTY-THREE C44 FORTY-FOUR C45 FORTY-FIVE C46 FORTY-SIX C47 FORTY-SEVEN C48 FORTY-EIGHT C49 FORTY-NINE C50 FIFTY C51 FIFTY-ONE C52 FIFTY-TWO C53 FIFTY-THREE C54 FIFTY-FOUR C55 FIFTY-FIVE C56 FIFTY-SIX C57 FIFTY-SEVEN C58 FIFTY-EIGHT C59 FIFTY-NINE C60 SIXTY C61 SIXTY-ONE C62 SIXTY-TWO C63 SIXTY-THREE C64 SIXTY-FOUR C65 SIXTY-FIVE C66 SIXTY-SIX C67 SIXTY-SEVEN C68 SIXTY-EIGHT C69 SIXTY-NINE C70 SEVENTY C71 SEVENTY-ONE C72 SEVENTY-TWO C73 SEVENTY-THREE C74 SEVENTY-FOUR C75 SEVENTY-FIVE C76 SEVENTY-SIX C77 SEVENTY-SEVEN C78 SEVENTY-EIGHT C79 SEVENTY-NINE C80 EIGHTY C81 EIGHTY-ONE C82 EIGHTY-TWO C83 EIGHTY-THREE C84 EIGHTY-FOUR C85 EIGHTY-FIVE C86 EIGHTY-SIX C87 EIGHTY-SEVEN C88 EIGHTY-EIGHT C89 EIGHTY-NINE C90 NINETY C91 NINETY-ONE C92 NINETY-TWO C93 NINETY-THREE C94 NINETY-FOUR C95 NINETY-FIVE C96 NINETY-SIX C97 NINETY-SEVEN C98 NINETY-EIGHT C99 NINETY-NINE J27 28 Q27X C1 ^22L BILLION C2 ^23L MILLION C3 ^24L THOUSAND C4 ^25L HUNDRED C5 ^26L G '<1/4(='<22/25((G0) G 5=26(G0)+23(L10) *J28 29 21(0) Q28B / / / /^C1 /~IF 17(A) / RANGE CARD LETTER: ^17L /~END / / /~IF 21(0) / THE AMOUNT, EXPRESSED IN WORDS WOULD BE: / / REFUSED/DON'T KNOW / /~ELSE 19(Q20) / THE AMOUNT, EXPRESSED IN WORDS WOULD BE: / /~IF 3(LE0) / ^27L /~ELSE / NEGATIVE ^27L /~END /~ELSE / THE MIDPOINT OF THE RANGE $^19L-^20L WOULD BE: / / $^21L OR ^27L /~END / / / / / ^B C0 C1 CORRECT, CONTINUE C2 GO BACK AND FIX J29 28 B28(0+"0")=PLEASE ENTER RESPONSE J29 E 28(2)=:X: J29 E 28(1)+4(G0)=:/^1V: J29 E 28(1)+20(G0.L0)=:/^20L: J29 E 28(1)+21(Q19)=:/^19L: J29 E 21(0)=:/^21L: Q29UB  ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- SURVEYCRAFT PROGRAM FOR SECTION ZZ (INTERVIEWER COMMENTS) ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- *L90 209=REFUSED L91 210=DON'T KNOW Q1U 10 SU_ID. A42 Q2 ZZ1. INTERIOR / / 1. PLEASE RATE THE PHYSICAL CONDITION OF THE INTERIOR OF THE RESPONDENT'S / HOUSING UNIT. C1 EXCELLENT -- WALLS AND CEILINGS HAVE NO CRACKS, PAINT /OR PANELLING IN GOOD CONDITION. C2 GOOD -- NEEDS SOME MINOR PAINTING OR REFINISHING. C3 FAIR -- NEEDS MAJOR INTERIOR WORK, HOLES AND/OR CRACKS / NEED PATCHING, PAINTING NEEDED, ETC. C4 POOR -- SOME WALLS OR CEILINGS NEED REPLACEMENT. C5 DON'T KNOW -- WAS NOT INSIDE THE RESPONDENT'S HOUSE. Q3B ZZ2. Rs UNDERSTANDING. / / 2. THE RESPONDENT'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 / / 3. THE RESPONDENT'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 / / 4. WAS THE RESPONDENT SUSPICIOUS ABOUT THE STUDY BEFORE THE INTERVIEW? ^C1 / / ^B C0 C1 NOT AT ALL SUSPICIOUS C2 SOMEWHAT SUSPICIOUS C3 VERY SUSPICIOUS J6 5 B5(0+"0")=PLEASE ENTER RESPONSE Q6B ZZ5. SUSPICIOUS AFTER / / 5. WAS THE RESPONDENT SUSPICIOUS ABOUT THE STUDY AFTER THE INTERVIEW? ^C1 / / ^B C0 C1 NOT AT ALL SUSPICIOUS C2 SOMEWHAT SUSPICIOUS C3 VERY SUSPICIOUS J7 6 B6(0+"0")=PLEASE ENTER RESPONSE Q7B ZZ6. INTEREST / / 6. OVERALL, HOW GREAT WAS THE RESPONDENT'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 / / 7. WHAT OTHER PERSONS WERE 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;E C10 =S Q9B ZZ8. DOCUMENTS / / 8. DID THE RESPONDENT REFER TO ANY DOCUMENTS TO ANSWER ANY 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 / / 9. WHICH DOCUMENTS DID THE RESPONDENT 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 =S J11 12 10(N6) Q11U ZZ9V. OTHER / / 9. OTHER (PLEASE SPECIFY). V M!a_! Q12B ZZ10. LANGUAGE / / 10. 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 / / 11. OTHER THAN INHERITANCES, DO YOU BELIEVE THAT THE RESPONDENT 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 / / 11A. WHICH ASSETS AND/OR DEBTS DO YOU THINK THE RESPONDENT REPORTED MORE / THAN ONCE? V M!a_! Q15B ZZ13. ASSETS NOT COLLECTED / / 12. 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 / / 12A. WHICH ASSETS AND/OR DEBTS DO YOU THINK WERE NOT COLLECTED IN THIS / INTERVIEW? V M!a_! Q17B ZZ15. CONSISTENCY PROBLEMS / / 13. 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 / / 13A. WHAT DO YOU THINK ARE THE CONSISTENCY PROBLEMS WITH THIS INTERVIEW? V M!a_! Q19B ZZ15B. BAD RANGES / / 14. SOME RESPONDENTS HAVE OCCASIONALLY BEEN CARELESS IN THEIR USE OF / THE RANGE CARD. DID THIS RESPONDENT REPORT ANY RANGES FROM THE / CARD THAT YOU THOUGHT WERE IN ERROR? ^C1 / / ^B C0 C1 YES C2 NO J20 21 19(2) J10 19 B19(0+"0")=PLEASE ENTER RESPONSE Q20U ZZ16B. WHAT PROBLEMS / / 14A. WHAT RANGES DO YOU THINK WERE REPORTED CARELESSLY? V M!a_! Q21B ZZ17. CONSISTENCY PROBLEMS / / 15. IS THERE ANYTHING ABOUT THIS CASE THAT WOULD BE HELPFUL IN RESOLVING / PROBLEMS WITH IT, ANY (OTHER) POINT WHERE YOU THOUGHT THE RESPONDENT / GAVE A RESPONSE THAT WAS IN ERROR, OR ANYTHING ELSE YOU BELIEVE WE / NEED TO KNOW? ^C1 / / ^B C0 C1 YES C2 NO J22 23 21(2) J22 21 B21(0+"0")=PLEASE ENTER RESPONSE Q22U ZZ18. WHAT PROBLEMS / / 15A. PLEASE SPECIFY. V M!a_! Q23B THANKS / / / / YOU HAVE ANSWERED ALL THE QUESTIONS / / PRESS [PgUp] TO GO BACK TO THE PREVIOUS QUESTION / / ^B C1 PRESS [ENTER] TO END THE INTERVIEW Q24U 5 LOC_END. Locating section end timestamp A45 N *{Export} Q25U 17 VERSION.Time/date stamp of VQ file A48 *{Export} Q26U 10 DATESTMP.Date case completed A12 *{Export} Q27U 5 END_STMP.Current time at end of case A17 *{Export} ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- MAPPING FROM SURVEYCRAFT VARIABLES ("Q-variables") TO SCF VARIABLES ("X-variables) ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- This section provides a rough guide for the equivalence of SCF and AQ variables. The mapping is rough because duplicate AQ variables have been collapsed into one SCF variable, and because some information has been rearranged to conform to the treatment of data in the SCF since 1989. Included in this file are the variables associated with the DKDOL subroutine, which is discussed in the introduction to this codebook. SU_ID - CASEID N XX1 SC_ID - SC_ID N Q7A1 - HHL_A. RELATIONSHIP N X8020 Q8A1 - HHL_B. SEX OF RESPONDENT N X8021 Q10A1 - BMO. RESPONDENT BIRTH MONTH N X5907 Q11A1 - BDAY. RESPONDENT BIRTH DAY N X7003 Q12A1 - BYR. RESPONDENT BIRTH YEAR N X5908 Q15A1 - VERAGE. VERIFY RESPONDENT AGE N X7005 Q16A1 - AGE. HOW OLD IS RESPONDENT? N X8022 Q19A1 - OVER18. 18 OR OVER? N NULL Q20A1 - HHL1. RESPONDENT MARITAL STATUS N X8023 Q21A1 - HHL2. USUALLY LIVE WITH YOU? N X8024 Q22A1 - HHL2_1. S/P LIVE WITH YOU NOW? N X7000 Q23A1 - HHL2_2. LIVE WITH PARTNER? N X7002 Q25A1 - HHL4. S/P FINANCIALLY DEPENDENT? N X8098 Q26A1 - NEXTHH. ANYONE ELSE LIVE W/ YOU? N Q7A2 - HHL_A. S/P RELATIONSHIP TO R N X102 Q8A2 - HHL_B. SEX OF SPOUSE/PARTNER N X103 Q15A2 - VERAGE. VERIFY S/P AGE N NULL Q16A2 - AGE. HOW OLD IS SPOUSE/PARTNER? N X104 Q19A2 - OVER18. S/P 18 OR OVER? N NULL Q20A2 - HHL1. MARITAL STATUS OF S/P N X105 Q21A2 - HHL2. S/P USUALLY LIVE WITH YOU? N X106 Q25A2 - HHL4. S/P FINANCIALLY DEPENDENT? N X107 Q26A2 - NEXTHH. ANYONE ELSE LIVE W/ YOU? N Q7A3 - HHL_A. RELATIONSHIP N X108 Q8A3 - HHL_B. SEX N X109 Q15A3 - VERAGE. VERIFY AGE N NULL Q16A3 - AGE. HOW OLD? N X110 Q19A3 - OVER18. 18 OR OVER? N X7006 Q20A3 - HHL1. MARITAL STATUS N X111 Q21A3 - HHL2. USUALLY LIVE WITH YOU? N X112 Q25A3 - HHL4. FINANCIALLY DEPENDENT? N X113 Q26A3 - NEXTHH. ANYONE ELSE LIVE W/ YOU? N Q7A4 - HHL_A. RELATIONSHIP N X114 Q8A4 - HHL_B. SEX N X115 Q15A4 - VERAGE. VERIFY AGE N NULL Q16A4 - AGE. HOW OLD? N X116 Q19A4 - OVER18. 18 OR OVER? N X7007 Q20A4 - HHL1. MARITAL STATUS N X117 Q21A4 - HHL2. USUALLY LIVE WITH YOU? N X118 Q25A4 - HHL4. FINANCIALLY DEPENDENT? N X119 Q26A4 - NEXTHH. ANYONE ELSE LIVE W/ YOU? N Q7A5 - HHL_A. RELATIONSHIP N X120 Q8A5 - HHL_B. SEX N X121 Q15A5 - VERAGE. VERIFY AGE N NULL Q16A5 - AGE. HOW OLD? N X122 Q19A5 - OVER18. 18 OR OVER? N X7008 Q20A5 - HHL1. MARITAL STATUS N X123 Q21A5 - HHL2. USUALLY LIVE WITH YOU? N X124 Q25A5 - HHL4. FINANCIALLY DEPENDENT? N X125 Q26A5 - NEXTHH. ANYONE ELSE LIVE W/ YOU? N Q7A6 - HHL_A. RELATIONSHIP N X126 Q8A6 - HHL_B. SEX N X127 Q15A6 - VERAGE. VERIFY AGE N NULL Q16A6 - AGE. HOW OLD? N X128 Q19A6 - OVER18. 18 OR OVER? N X7009 Q20A6 - HHL1. MARITAL STATUS N X129 Q21A6 - HHL2. USUALLY LIVE WITH YOU? N X130 Q25A6 - HHL4. FINANCIALLY DEPENDENT? N X131 Q26A6 - NEXTHH. ANYONE ELSE LIVE W/ YOU? N Q7A7 - HHL_A. RELATIONSHIP N X132 Q8A7 - HHL_B. SEX N X133 Q15A7 - VERAGE. VERIFY AGE N NULL Q16A7 - AGE. HOW OLD? N X134 Q19A7 - OVER18. 18 OR OVER? N X7010 Q20A7 - HHL1. MARITAL STATUS N X135 Q21A7 - HHL2. USUALLY LIVE WITH YOU? N X136 Q25A7 - HHL4. FINANCIALLY DEPENDENT? N X137 Q26A7 - NEXTHH. ANYONE ELSE LIVE W/ YOU? N Q7A8 - HHL_A. RELATIONSHIP N X202 Q8A8 - HHL_B. SEX N X203 Q15A8 - VERAGE. VERIFY AGE N NULL Q16A8 - AGE. HOW OLD? N X204 Q19A8 - OVER18. 18 OR OVER? N X7011 Q20A8 - HHL1. MARITAL STATUS N X205 Q21A8 - HHL2. USUALLY LIVE WITH YOU? N X206 Q25A8 - HHL4. FINANCIALLY DEPENDENT? N X207 Q26A8 - NEXTHH. ANYONE ELSE LIVE W/ YOU? N Q7A9 - HHL_A. RELATIONSHIP N X208 Q8A9 - HHL_B. SEX N X209 Q15A9 - VERAGE. VERIFY AGE N NULL Q16A9 - AGE. HOW OLD? N X210 Q19A9 - OVER18. 18 OR OVER? N X7012 Q20A9 - HHL1. MARITAL STATUS N X211 Q21A9 - HHL2. USUALLY LIVE WITH YOU? N X212 Q25A9 - HHL4. FINANCIALLY DEPENDENT? N X213 Q26A9 - NEXTHH. ANYONE ELSE LIVE W/ YOU? N Q7A10 - HHL_A. RELATIONSHIP N X214 Q8A10 - HHL_B. SEX N X215 Q15A10 - VERAGE. VERIFY AGE N NULL Q16A10 - AGE. HOW OLD? N X216 Q19A10 - OVER18. 18 OR OVER? N X7013 Q20A10 - HHL1. MARITAL STATUS N X217 Q21A10 - HHL2. USUALLY LIVE WITH YOU? N X218 Q25A10 - HHL4. FINANCIALLY DEPENDENT? N X219 Q26A10 - NEXTHH. ANYONE ELSE LIVE W/ YOU N Q27 - HH LIST. N Q28 - R MARITAL STATUS N Q29 - SPOUSE/PARTNER'S MARITAL STATUS N Q32 - A1. EXPECTATIONS FOR ECONOMY N X301 Q33 - A2. INTEREST RATES HIGHER/LOWER N X302 Q34 - A3. SHOPPING: LOANS N X7100 Q36A1 - A3_1. INFO USED FOR BORROW DECI N X7101 Q36A2 - A3_1. INFO USED FOR BORROW DECI N X7102 Q36A3 - A3_1. INFO USED FOR BORROW DECI N X7103 Q36A4 - A3_1. INFO USED FOR BORROW DECI N X7104 Q36A5 - A3_1. INFO USED FOR BORROW DECI N X7105 Q36A6 - A3_1. INFO USED FOR BORROW DECI N X7106 Q36A7 - A3_1. INFO USED FOR BORROW DECI N X7107 Q36A8 - A3_1. INFO USED FOR BORROW DECI N X7108 Q36A9 - A3_1. INFO USED FOR BORROW DECI N X7109 Q36A10 - A3_1. INFO USED FOR BORROW DECI N X7110 Q36A11 - A3_1. INFO USED FOR BORROW DECI N X6849 Q36A12 - A3_1. INFO USED FOR BORROW DECI N X7110B Q36A13 - A3_1. INFO USED FOR BORROW DECI N X7110C Q36A14 - A3_1. INFO USED FOR BORROW DECI N X7110D Q36A15 - A3_1. INFO USED FOR BORROW DECI N X7110E Q38 - A4. SHOPPING: SAVING/INVESTMENTS N X7111 Q39A1 - A4_1. HOW MAKE INVEST DECISIONS N X7112 Q39A2 - A4_1. HOW MAKE INVEST DECISIONS N X7113 Q39A3 - A4_1. HOW MAKE INVEST DECISIONS N X7114 Q39A4 - A4_1. HOW MAKE INVEST DECISIONS N X7115 Q39A5 - A4_1. HOW MAKE INVEST DECISIONS N X7116 Q39A6 - A4_1. HOW MAKE INVEST DECISIONS N X7117 Q39A7 - A4_1. HOW MAKE INVEST DECISIONS N X7118 Q39A8 - A4_1. HOW MAKE INVEST DECISIONS N X7119 Q39A9 - A4_1. HOW MAKE INVEST DECISIONS N X7120 Q39A10 - A4_1. HOW MAKE INVEST DECISIONS N X7121 Q39A11 - A4_1. HOW MAKE INVEST DECISIONS N X7121A Q39A12 - A4_1. HOW MAKE INVEST DECISIONS N X7121B Q39A13 - A4_1. HOW MAKE INVEST DECISIONS N X7121C Q39A14 - A4_1. HOW MAKE INVEST DECISIONS N X7121D Q39A15 - A4_1. HOW MAKE INVEST DECISIONS N X7121E Q41 - A5. ONE OR # OF INSTITUTIONS N X305A Q42 - A5A. # OF INSTITUTIONS N X305 Q45A1 - A5_1. INSTITUTION NAME C Q46A1 - A5_9. ANOTHER INSTITUTION? N X311 Q45A2 - A5_1. INSTITUTION NAME C Q46A2 - A5_9. ANOTHER INSTITUTION? N X315 Q45A3 - A5_1. INSTITUTION NAME C Q46A3 - A5_9. ANOTHER INSTITUTION? N X319 Q45A4 - A5_1. INSTITUTION NAME C Q46A4 - A5_9. ANOTHER INSTITUTION? N X323 Q45A5 - A5_1. INSTITUTION NAME C Q46A5 - A5_9. ANOTHER INSTITUTION? N X327 Q45A6 - A5_1. INSTITUTION NAME C Q46A6 - A5_9. ANOTHER INSTITUTION? N NULL Q48A1 - A6. TYPE OF INSTITUTION N X308 Q50A1B1 - A7. HOW DO BUSINESS W/ INSTIT N X6600 Q50A1B2 - A7. HOW DO BUSINESS W/ INSTIT N X6601 Q50A1B3 - A7. HOW DO BUSINESS W/ INSTIT N X6602 Q50A1B4 - A7. HOW DO BUSINESS W/ INSTIT N X6603 Q50A1B5 - A7. HOW DO BUSINESS W/ INSTIT N X6604 Q50A1B6 - A7. HOW DO BUSINESS W/ INSTIT N X6605 Q50A1B7 - A7. HOW DO BUSINESS W/ INSTIT N X6606 Q50A1B8 - A7. HOW DO BUSINESS W/ INSTIT N X6607 Q50A1B9 - A7. HOW DO BUSINESS W/ INSTIT N X6607A Q50A1B10 - A7. HOW DO BUSINESS W/ INSTIT N X6607B Q50A1B11 - A7. HOW DO BUSINESS W/ INSTIT N X6607C Q50A1B12 - A7. HOW DO BUSINESS W/ INSTIT N X6607D Q52A1 - A8. INSTITUTION DISTANCE-CODED N X310A Q53A1 - A8A. # OF MILES TO INSTITUTION N X310 Q55A1 - A9. ANY OTHER INSTITUTIONS? N Q48A2 - A6. TYPE OF INSTITUTION N X312 Q50A2B1 - A7. HOW DO BUSINESS W/ INSTIT N X6608 Q50A2B2 - A7. HOW DO BUSINESS W/ INSTIT N X6609 Q50A2B3 - A7. HOW DO BUSINESS W/ INSTIT N X6610 Q50A2B4 - A7. HOW DO BUSINESS W/ INSTIT N X6611 Q50A2B5 - A7. HOW DO BUSINESS W/ INSTIT N X6612 Q50A2B6 - A7. HOW DO BUSINESS W/ INSTIT N X6613 Q50A2B7 - A7. HOW DO BUSINESS W/ INSTIT N X6614 Q50A2B8 - A7. HOW DO BUSINESS W/ INSTIT N X6615 Q50A2B9 - A7. HOW DO BUSINESS W/ INSTIT N X6615A Q50A2B10 - A7. HOW DO BUSINESS W/ INSTIT N X6615B Q50A2B11 - A7. HOW DO BUSINESS W/ INSTIT N X6615C Q50A2B12 - A7. HOW DO BUSINESS W/ INSTIT N X6615D Q52A2 - A8. INSTITUTION DISTANCE-CODED N X314A Q53A2 - A8A. # OF MILES TO INSTITUTION N X314 Q55A2 - A9. ANY OTHER INSTITUTIONS? N Q48A3 - A6. TYPE OF INSTITUTION N X316 Q50A3B1 - A7. HOW DO BUSINESS W/ INSTIT N X6616 Q50A3B2 - A7. HOW DO BUSINESS W/ INSTIT N X6617 Q50A3B3 - A7. HOW DO BUSINESS W/ INSTIT N X6618 Q50A3B4 - A7. HOW DO BUSINESS W/ INSTIT N X6619 Q50A3B5 - A7. HOW DO BUSINESS W/ INSTIT N X6620 Q50A3B6 - A7. HOW DO BUSINESS W/ INSTIT N X6621 Q50A3B7 - A7. HOW DO BUSINESS W/ INSTIT N X6622 Q50A3B8 - A7. HOW DO BUSINESS W/ INSTIT N X6623 Q50A3B9 - A7. HOW DO BUSINESS W/ INSTIT N X6623A Q50A3B10 - A7. HOW DO BUSINESS W/ INSTIT N X6623B Q50A3B11 - A7. HOW DO BUSINESS W/ INSTIT N X6623C Q50A3B12 - A7. HOW DO BUSINESS W/ INSTIT N X6623D Q52A3 - A8. INSTITUTION DISTANCE-CODED N X318A Q53A3 - A8A. # OF MILES TO INSTITUTION N X318 Q55A3 - A9. ANY OTHER INSTITUTIONS? N Q48A4 - A6. TYPE OF INSTITUTION N X320 Q50A4B1 - A7. HOW DO BUSINESS W/ INSTIT N X6624 Q50A4B2 - A7. HOW DO BUSINESS W/ INSTIT N X6625 Q50A4B3 - A7. HOW DO BUSINESS W/ INSTIT N X6626 Q50A4B4 - A7. HOW DO BUSINESS W/ INSTIT N X6627 Q50A4B5 - A7. HOW DO BUSINESS W/ INSTIT N X6628 Q50A4B6 - A7. HOW DO BUSINESS W/ INSTIT N X6629 Q50A4B7 - A7. HOW DO BUSINESS W/ INSTIT N X6630 Q50A4B8 - A7. HOW DO BUSINESS W/ INSTIT N X6631 Q50A4B9 - A7. HOW DO BUSINESS W/ INSTIT N X6631A Q50A4B10 - A7. HOW DO BUSINESS W/ INSTIT N X6631B Q50A4B11 - A7. HOW DO BUSINESS W/ INSTIT N X6631C Q50A4B12 - A7. HOW DO BUSINESS W/ INSTIT N X6631D Q52A4 - A8. INSTITUTION DISTANCE-CODED N X322A Q53A4 - A8A. # OF MILES TO INSTITUTION N X322 Q55A4 - A9. ANY OTHER INSTITUTIONS? N Q48A5 - A6. TYPE OF INSTITUTION N X324 Q50A5B1 - A7. HOW DO BUSINESS W/ INSTIT N X6632 Q50A5B2 - A7. HOW DO BUSINESS W/ INSTIT N X6633 Q50A5B3 - A7. HOW DO BUSINESS W/ INSTIT N X6634 Q50A5B4 - A7. HOW DO BUSINESS W/ INSTIT N X6635 Q50A5B5 - A7. HOW DO BUSINESS W/ INSTIT N X6636 Q50A5B6 - A7. HOW DO BUSINESS W/ INSTIT N X6637 Q50A5B7 - A7. HOW DO BUSINESS W/ INSTIT N X6638 Q50A5B8 - A7. HOW DO BUSINESS W/ INSTIT N X6639 Q50A5B9 - A7. HOW DO BUSINESS W/ INSTIT N X6639A Q50A5B10 - A7. HOW DO BUSINESS W/ INSTIT N X6639B Q50A5B11 - A7. HOW DO BUSINESS W/ INSTIT N X6639C Q50A5B12 - A7. HOW DO BUSINESS W/ INSTIT N X6639D Q52A5 - A8. INSTITUTION DISTANCE-CODED N X326A Q53A5 - A8A. # OF MILES TO INSTITUTION N X326 Q55A5 - A9. ANY OTHER INSTITUTIONS? N Q48A6 - A6. TYPE OF INSTITUTION N X328 Q50A6B1 - A7. HOW DO BUSINESS W/ INSTIT N X6640 Q50A6B2 - A7. HOW DO BUSINESS W/ INSTIT N X6641 Q50A6B3 - A7. HOW DO BUSINESS W/ INSTIT N X6642 Q50A6B4 - A7. HOW DO BUSINESS W/ INSTIT N X6643 Q50A6B5 - A7. HOW DO BUSINESS W/ INSTIT N X6644 Q50A6B6 - A7. HOW DO BUSINESS W/ INSTIT N X6645 Q50A6B7 - A7. HOW DO BUSINESS W/ INSTIT N X6646 Q50A6B8 - A7. HOW DO BUSINESS W/ INSTIT N X6647 Q50A6B9 - A7. HOW DO BUSINESS W/ INSTIT N X6647A Q50A6B10 - A7. HOW DO BUSINESS W/ INSTIT N X6647B Q50A6B11 - A7. HOW DO BUSINESS W/ INSTIT N X6647C Q50A6B12 - A7. HOW DO BUSINESS W/ INSTIT N X6647D Q52A6 - A8. INSTITUTION DISTANCE-CODED N X330A Q53A6 - A8A. # OF MILES TO INSTITUTION N X330 Q55A6 - A9. ANY OTHER INSTITUTIONS? N Q57 - INSTITUTIONS. N Q58 - A5_10. DO YOU HAVE ANY CASH CARDS? N X306 Q71 - A5_10_1. HAVE ANY DEBIT CARDS? N X7582 Q72 - A5_10_2. HAVE ANY DIRECT DEPOSITS? N X7122 Q73A1 - A5_10_3. KINDS OF DEPOSITS N X7123A Q73A2 - A5_10_3. KINDS OF DEPOSITS N X7124A Q73A3 - A5_10_3. KINDS OF DEPOSITS N X7125A Q75 - A5_10_4. MAKE ANY AUTO BILL PMTS? N X7126 Q487A1 - A5_10_5. SORTS OF PAYMENTS N X7127A Q487A2 - A5_10_5. SORTS OF PAYMENTS N X7128A Q487A3 - A5_10_5. SORTS OF PAYMENTS N X6790A Q487A4 - A5_10_5. SORTS OF PAYMENTS N X7129A Q755 - A5_10_6. HAVE ANY SMART CARDS? N X7130 Q60 - B1. BUY ON INSTALLMENT N X401 Q62A1 - B2. OK TO BORROW...FOR VACATION? N X402 Q62A2 - B2. OK TO COVER LIVING EXPENSES? N X403 Q62A3 - B2. OK TO PURCHASE FUR/JEWELRY? N X404 Q62A4 - B2. OK TO PURCHASE CAR? N X405 Q62A5 - B2. OK FOR EDUCATIONAL EXPENSES? N X406 Q63 - B2_6. APPLIED FOR CREDIT/LOAN? N X7131 Q64 - B3. TURNED DOWN IN LAST 5 YRS? N X407 Q65 - B3_1. OBTAIN FULL AMOUNT? N X408 Q67 - B3_3. TYPE OF CREDIT APPLIED FOR N X7584 Q69 - B3_4. THOUGHT MIGHT BE TURNED DOWN N X409 Q76 - B5. DO YOU HAVE ANY CREDIT CARDS? N X410 Q78A1 - B6. HAVE ANY VISA/MC/DISC CARDS? N X7973 Q79A1 - B6_1. # OF VISA/MC/DISC/OPTIMA N X411 Q80A1 - B7. AMOUNT OF NEW CHARGES N X412 DK5_1 - DECISION TREE TYPE N DK8_1 - RANGE CARD/RANGE N DK9_1 - RANGE FROM CARD? N DK10_1 - DECISION TREE 1 N DK11_1 - DECISION TREE 2 N DK12_1 - DECISION TREE 3 N DK13_1 - DECISION TREE 4 N DK14_1 - DECISION TREE 5 N DK15_1 - DECISION TREE 6 N DK16_1 - DECISION TREE 7 N DK17_1 - RANGE CARD C DK19_1 - LOW END N DK20_1 - HIGH END N DK21_1 - MIDPOINT (CALCULATED) N Q82A1 - B8. BALANCE STILL OWED N X413 DK5_2 - DECISION TREE TYPE N DK8_2 - RANGE CARD/RANGE N DK9_2 - RANGE FROM CARD? N DK10_2 - DECISION TREE 1 N DK11_2 - DECISION TREE 2 N DK12_2 - DECISION TREE 3 N DK13_2 - DECISION TREE 4 N DK14_2 - DECISION TREE 5 N DK15_2 - DECISION TREE 6 N DK16_2 - DECISION TREE 7 N DK17_2 - RANGE CARD C DK19_2 - LOW END N DK20_2 - HIGH END N DK21_2 - MIDPOINT (CALCULATED) N Q84A1 - B9. CREDIT LIMIT N X414 DK5_3 - DECISION TREE TYPE N DK8_3 - RANGE CARD/RANGE N DK9_3 - RANGE FROM CARD? N DK10_3 - DECISION TREE 1 N DK11_3 - DECISION TREE 2 N DK12_3 - DECISION TREE 3 N DK13_3 - DECISION TREE 4 N DK14_3 - DECISION TREE 5 N DK15_3 - DECISION TREE 6 N DK16_3 - DECISION TREE 7 N DK17_3 - RANGE CARD C DK19_3 - LOW END N DK20_3 - HIGH END N DK21_3 - MIDPOINT (CALCULATED) N Q86A1 - B9_1. INTEREST ON CARD W/HI BAL N X7132 Q88A1B1 - B10. INSTITUTION N X415 Q88A1B2 - B10. INSTITUTION N X416 Q88A1B3 - B10. INSTITUTION N X417 Q88A1B4 - B10. INSTITUTION N X418 Q88A1B5 - B10. INSTITUTION N X7500 Q88A1B6 - B10. INSTITUTION N X6648 Q88A1B7 - B10. INSTITUTION N X6649 Q88A1B8 - B10. INSTITUTION N X6720 Q88A1B9 - B10. INSTITUTION N X7500D Q88A1B10 - B10. INSTITUTION N X7500E Q88A1B11 - B10. INSTITUTION N X7500F Q88A1B12 - B10. INSTITUTION N X7500G Q88A1B13 - B10. INSTITUTION N X7500H Q88A1B14 - B10. INSTITUTION N X7500I Q78A2 - B6. HAVE ANY OTHER STORE CARDS? N X7974 Q79A2 - B6_1. # OF OTHER STORE CARDS N X419 Q80A2 - B7. AMOUNT OF NEW CHARGES N X420 DK5_4 - DECISION TREE TYPE N DK8_4 - RANGE CARD/RANGE N DK9_4 - RANGE FROM CARD? N DK10_4 - DECISION TREE 1 N DK11_4 - DECISION TREE 2 N DK12_4 - DECISION TREE 3 N DK13_4 - DECISION TREE 4 N DK14_4 - DECISION TREE 5 N DK15_4 - DECISION TREE 6 N DK16_4 - DECISION TREE 7 N DK17_4 - RANGE CARD C DK19_4 - LOW END N DK20_4 - HIGH END N DK21_4 - MIDPOINT (CALCULATED) N Q82A2 - B8. BALANCE STILL OWED N X421 DK5_5 - DECISION TREE TYPE N DK8_5 - RANGE CARD/RANGE N DK9_5 - RANGE FROM CARD? N DK10_5 - DECISION TREE 1 N DK11_5 - DECISION TREE 2 N DK12_5 - DECISION TREE 3 N DK13_5 - DECISION TREE 4 N DK14_5 - DECISION TREE 5 N DK15_5 - DECISION TREE 6 N DK16_5 - DECISION TREE 7 N DK17_5 - RANGE CARD C DK19_5 - LOW END N DK20_5 - HIGH END N DK21_5 - MIDPOINT (CALCULATED) N Q84A2 - B9.CREDIT LIMIT N NULL DK5_6 - DECISION TREE TYPE N NULL DK8_6 - RANGE CARD/RANGE N NULL DK9_6 - RANGE FROM CARD? N NULL DK10_6 - DECISION TREE 1 N NULL DK11_6 - DECISION TREE 2 N NULL DK12_6 - DECISION TREE 3 N NULL DK13_6 - DECISION TREE 4 N NULL DK14_6 - DECISION TREE 5 N NULL DK15_6 - DECISION TREE 6 N NULL DK16_6 - DECISION TREE 7 N NULL DK17_6 - RANGE CARD C NULL DK19_6 - LOW END N NULL DK20_6 - HIGH END N NULL DK21_6 - MIDPOINT (CALCULATED) N NULL Q86A2 - B9_1. INTEREST ON CARD W/HI BAL N NULL Q88A2 - B10. INSTITUTION C NULL Q78A3 - B6. HAVE ANY GASOLINE CARDS? N X7975 Q79A3 - B6_1. # OF GASOLINE CARDS N X422 Q80A3 - B7. AMOUNT OF NEW CHARGES N X423 DK5_7 - DECISION TREE TYPE N DK8_7 - RANGE CARD/RANGE N DK9_7 - RANGE FROM CARD? N DK10_7 - DECISION TREE 1 N DK11_7 - DECISION TREE 2 N DK12_7 - DECISION TREE 3 N DK13_7 - DECISION TREE 4 N DK14_7 - DECISION TREE 5 N DK15_7 - DECISION TREE 6 N DK16_7 - DECISION TREE 7 N DK17_7 - RANGE CARD C DK19_7 - LOW END N DK20_7 - HIGH END N DK21_7 - MIDPOINT (CALCULATED) N Q82A3 - B8. BALANCE STILL OWED N X424 DK5_8 - DECISION TREE TYPE N DK8_8 - RANGE CARD/RANGE N DK9_8 - RANGE FROM CARD? N DK10_8 - DECISION TREE 1 N DK11_8 - DECISION TREE 2 N DK12_8 - DECISION TREE 3 N DK13_8 - DECISION TREE 4 N DK14_8 - DECISION TREE 5 N DK15_8 - DECISION TREE 6 N DK16_8 - DECISION TREE 7 N DK17_8 - RANGE CARD C DK19_8 - LOW END N DK20_8 - HIGH END N DK21_8 - MIDPOINT (CALCULATED) N Q84A3 - B9.CREDIT LIMIT N NULL DK5_9 - DECISION TREE TYPE N NULL DK8_9 - RANGE CARD/RANGE N NULL DK9_9 - RANGE FROM CARD? N NULL DK10_9 - DECISION TREE 1 N NULL DK11_9 - DECISION TREE 2 N NULL DK12_9 - DECISION TREE 3 N NULL DK13_9 - DECISION TREE 4 N NULL DK14_9 - DECISION TREE 5 N NULL DK15_9 - DECISION TREE 6 N NULL DK16_9 - DECISION TREE 7 N NULL DK17_9 - RANGE CARD C NULL DK19_9 - LOW END N NULL DK20_9 - HIGH END N NULL DK21_9 - MIDPOINT (CALCULATED) N NULL Q86A3 - B9_1. INTEREST ON CARD W/HI BAL N NULL Q88A3 - B10.INSTITUTION C NULL Q78A4 - B6. HAVE ANY AM EX/DINERS CARDS? N X7976 Q79A4 - B6_1. # OF AM EX/DINERS CARDS N X425 Q80A4 - B7. AMOUNT OF NEW CHARGES N X426 DK5_10 - DECISION TREE TYPE N DK8_10 - RANGE CARD/RANGE N DK9_10 - RANGE FROM CARD? N DK10_10 - DECISION TREE 1 N DK11_10 - DECISION TREE 2 N DK12_10 - DECISION TREE 3 N DK13_10 - DECISION TREE 4 N DK14_10 - DECISION TREE 5 N DK15_10 - DECISION TREE 6 N DK16_10 - DECISION TREE 7 N DK17_10 - RANGE CARD C DK19_10 - LOW END N DK20_10 - HIGH END N DK21_10 - MIDPOINT (CALCULATED) N Q82A4 - B8. BALANCE STILL OWED N X427 DK5_11 - DECISION TREE TYPE N DK8_11 - RANGE CARD/RANGE N DK9_11 - RANGE FROM CARD? N DK10_11 - DECISION TREE 1 N DK11_11 - DECISION TREE 2 N DK12_11 - DECISION TREE 3 N DK13_11 - DECISION TREE 4 N DK14_11 - DECISION TREE 5 N DK15_11 - DECISION TREE 6 N DK16_11 - DECISION TREE 7 N DK17_11 - RANGE CARD C DK19_11 - LOW END N DK20_11 - HIGH END N DK21_11 - MIDPOINT (CALCULATED) N Q84A4 - B9.CREDIT LIMIT N NULL DK5_12 - DECISION TREE TYPE N NULL DK8_12 - RANGE CARD/RANGE N NULL DK9_12 - RANGE FROM CARD? N NULL DK10_12 - DECISION TREE 1 N NULL DK11_12 - DECISION TREE 2 N NULL DK12_12 - DECISION TREE 3 N NULL DK13_12 - DECISION TREE 4 N NULL DK14_12 - DECISION TREE 5 N NULL DK15_12 - DECISION TREE 6 N NULL DK16_12 - DECISION TREE 7 N NULL DK17_12 - RANGE CARD C NULL DK19_12 - LOW END N NULL DK20_12 - HIGH END N NULL DK21_12 - MIDPOINT (CALCULATED) N NULL Q86A4 - B9_1. INTEREST ON CARD W/HI BAL N NULL Q88A4 - B10.INSTITUTION C NULL Q78A5 - B6. HAVE AIRLINE/CAR RENT CARDS? N X7977 Q79A5 - B6_1.# OF AIRLINE/CAR RENT CARDS N X428 Q80A5 - B7. AMOUNT OF NEW CHARGES N X429 DK5_13 - DECISION TREE TYPE N DK8_13 - RANGE CARD/RANGE N DK9_13 - RANGE FROM CARD? N DK10_13 - DECISION TREE 1 N DK11_13 - DECISION TREE 2 N DK12_13 - DECISION TREE 3 N DK13_13 - DECISION TREE 4 N DK14_13 - DECISION TREE 5 N DK15_13 - DECISION TREE 6 N DK16_13 - DECISION TREE 7 N DK17_13 - RANGE CARD C DK19_13 - LOW END N DK20_13 - HIGH END N DK21_13 - MIDPOINT (CALCULATED) N Q82A5 - B8. BALANCE STILL OWED N X430 DK5_14 - DECISION TREE TYPE N DK8_14 - RANGE CARD/RANGE N DK9_14 - RANGE FROM CARD? N DK10_14 - DECISION TREE 1 N DK11_14 - DECISION TREE 2 N DK12_14 - DECISION TREE 3 N DK13_14 - DECISION TREE 4 N DK14_14 - DECISION TREE 5 N DK15_14 - DECISION TREE 6 N DK16_14 - DECISION TREE 7 N DK17_14 - RANGE CARD C DK19_14 - LOW END N DK20_14 - HIGH END N DK21_14 - MIDPOINT (CALCULATED) N Q84A5 - B9.CREDIT LIMIT N NULL DK5_15 - DECISION TREE TYPE N NULL DK8_15 - RANGE CARD/RANGE N NULL DK9_15 - RANGE FROM CARD? N NULL DK10_15 - DECISION TREE 1 N NULL DK11_15 - DECISION TREE 2 N NULL DK12_15 - DECISION TREE 3 N NULL DK13_15 - DECISION TREE 4 N NULL DK14_15 - DECISION TREE 5 N NULL DK15_15 - DECISION TREE 6 N NULL DK16_15 - DECISION TREE 7 N NULL DK17_15 - RANGE CARD C NULL DK19_15 - LOW END N NULL DK20_15 - HIGH END N NULL DK21_15 - MIDPOINT (CALCULATED) N NULL Q86A5 - B9_1. INTEREST ON CARD W/HI BAL N NULL Q88A5 - B10.INSTITUTION C NULL Q90 - B12. HOW OFTEN PAY TOTAL BALANCE? N X432 Q91 - B13. ANY OTHER CHARGE ACCOUNTS? N X7577 Q92 - B14. HOW MANY ACCOUNTS W/BALANCE? N X7576 Q93 - B15. BALANCE STILL OWED N X7575 DK5_16 - DECISION TREE TYPE N DK8_16 - RANGE CARD/RANGE N DK9_16 - RANGE FROM CARD? N DK10_16 - DECISION TREE 1 N DK11_16 - DECISION TREE 2 N DK12_16 - DECISION TREE 3 N DK13_16 - DECISION TREE 4 N DK14_16 - DECISION TREE 5 N DK15_16 - DECISION TREE 6 N DK16_16 - DECISION TREE 7 N DK17_16 - RANGE CARD C DK19_16 - LOW END N DK20_16 - HIGH END N DK21_16 - MIDPOINT (CALCULATED) N Q95 - D1. R LIVE FARM/RANCH, MOBILE, OTH N X501 Q97 - D2. HOW MANY ACRES? N X502 Q98 - D3. FARMING OR RANCHING BUSINESS? N X503 Q99 - D3_1. RENT OUT FARM/RANCH PROPERTY N X504 Q100 - D3_2. AMOUNT OF RENT COLLECTED N X505 DK5_17 - DECISION TREE TYPE N DK8_17 - RANGE CARD/RANGE N DK9_17 - RANGE FROM CARD? N DK10_17 - DECISION TREE 1 N DK11_17 - DECISION TREE 2 N DK12_17 - DECISION TREE 3 N DK13_17 - DECISION TREE 4 N DK14_17 - DECISION TREE 5 N DK15_17 - DECISION TREE 6 N DK16_17 - DECISION TREE 7 N DK17_17 - RANGE CARD C DK19_17 - LOW END N DK20_17 - HIGH END N DK21_17 - MIDPOINT (CALCULATED) N Q102 - D3_2F. FREQ OF RENT COLLECTED N X506 Q104 - D4. WHAT PART USED TO FARM/RANCH? N X507A Q105 - D4PCT. PERCENTAGE N X507 Q106 - D4ACRES. # OF ACRES N X7574 Q107 - D5. LEGAL OWN STATUS OF FARM/RAN N X508 Q109 - D5_1. FARM/RAN BUS PAY RENT TO R? N X509 Q110 - D5_2. AMT RENT PAID BY BUS TO R N X510 DK5_18 - DECISION TREE TYPE N DK8_18 - RANGE CARD/RANGE N DK9_18 - RANGE FROM CARD? N DK10_18 - DECISION TREE 1 N DK11_18 - DECISION TREE 2 N DK12_18 - DECISION TREE 3 N DK13_18 - DECISION TREE 4 N DK14_18 - DECISION TREE 5 N DK15_18 - DECISION TREE 6 N DK16_18 - DECISION TREE 7 N DK17_18 - RANGE CARD C DK19_18 - LOW END N DK20_18 - HIGH END N DK21_18 - MIDPOINT (CALCULATED) N Q112 - D5_2F. FREQ RENT PAID BY BUS TO R N X511 Q114 - D5_3. VALUE OF LAND AND BUILDINGS N X513 DK5_19 - DECISION TREE TYPE N DK8_19 - RANGE CARD/RANGE N DK9_19 - RANGE FROM CARD? N DK10_19 - DECISION TREE 1 N DK11_19 - DECISION TREE 2 N DK12_19 - DECISION TREE 3 N DK13_19 - DECISION TREE 4 N DK14_19 - DECISION TREE 5 N DK15_19 - DECISION TREE 6 N DK16_19 - DECISION TREE 7 N DK17_19 - RANGE CARD C DK19_19 - LOW END N DK20_19 - HIGH END N DK21_19 - MIDPOINT (CALCULATED) N Q116 - D5_4. R PAY BUS RENT ON FARM/RAN? N X514 Q117 - D5_5M. MONTH MOVED INTO FARM/RAN N X515 Q118 - D5_5Y. YEAR MOVED INTO FARM/RANCH N X516 Q119 - D6. FARM/RAN BUS PAY RENT TO R? N X517 Q120 - D6_1. AMT RENT BUSINESS PAYS TO R N X518 DK5_20 - DECISION TREE TYPE N DK8_20 - RANGE CARD/RANGE N DK9_20 - RANGE FROM CARD? N DK10_20 - DECISION TREE 1 N DK11_20 - DECISION TREE 2 N DK12_20 - DECISION TREE 3 N DK13_20 - DECISION TREE 4 N DK14_20 - DECISION TREE 5 N DK15_20 - DECISION TREE 6 N DK16_20 - DECISION TREE 7 N DK17_20 - RANGE CARD C DK19_20 - LOW END N DK20_20 - HIGH END N DK21_20 - MIDPOINT (CALCULATED) N Q122 - D6_1F. FREQ RENT PAID BY BUS TO R N X519 Q124 - D7. DO YOU PAY RENT FOR PROPERTY? N X520 Q125 - D7_1. AMOUNT OF RENT PAID BY R N X521 DK5_21 - DECISION TREE TYPE N DK8_21 - RANGE CARD/RANGE N DK9_21 - RANGE FROM CARD? N DK10_21 - DECISION TREE 1 N DK11_21 - DECISION TREE 2 N DK12_21 - DECISION TREE 3 N DK13_21 - DECISION TREE 4 N DK14_21 - DECISION TREE 5 N DK15_21 - DECISION TREE 6 N DK16_21 - DECISION TREE 7 N DK17_21 - RANGE CARD C DK19_21 - LOW END N DK20_21 - HIGH END N DK21_21 - MIDPOINT (CALCULATED) N Q127 - D7_1F. FREQ OF RENT PAID BY R N X522 Q129 - D8.PERCENT OF FARM/RAN PROP OWNED N X523A Q130 - D8PCT.PERCENT OWNED N X523 Q131 - D8ACRES.ACRES OWNED N X7573 Q132 - D10.VALUE OF FARM/RAN LAND OWNED N X526 DK5_22 - DECISION TREE TYPE N DK8_22 - RANGE CARD/RANGE N DK9_22 - RANGE FROM CARD? N DK10_22 - DECISION TREE 1 N DK11_22 - DECISION TREE 2 N DK12_22 - DECISION TREE 3 N DK13_22 - DECISION TREE 4 N DK14_22 - DECISION TREE 5 N DK15_22 - DECISION TREE 6 N DK16_22 - DECISION TREE 7 N DK17_22 - RANGE CARD C DK19_22 - LOW END N DK20_22 - HIGH END N DK21_22 - MIDPOINT (CALCULATED) N Q134 - D11.MOBILE HOME-OWN OR RENT? N X601 Q135 - D11_1.AMT RENT MOB HOME -OWN SITE N X602 DK5_23 - DECISION TREE TYPE N DK8_23 - RANGE CARD/RANGE N DK9_23 - RANGE FROM CARD? N DK10_23 - DECISION TREE 1 N DK11_23 - DECISION TREE 2 N DK12_23 - DECISION TREE 3 N DK13_23 - DECISION TREE 4 N DK14_23 - DECISION TREE 5 N DK15_23 - DECISION TREE 6 N DK16_23 - DECISION TREE 7 N DK17_23 - RANGE CARD C DK19_23 - LOW END N DK20_23 - HIGH END N DK21_23 - MIDPOINT (CALCULATED) N Q137 - D11_1FV. FREQ RENT ON MOBILE HOME N X603 Q139 - D11_2. CURRENT VALUE OF SITE N X604 DK5_24 - DECISION TREE TYPE N DK8_24 - RANGE CARD/RANGE N DK9_24 - RANGE FROM CARD? N DK10_24 - DECISION TREE 1 N DK11_24 - DECISION TREE 2 N DK12_24 - DECISION TREE 3 N DK13_24 - DECISION TREE 4 N DK14_24 - DECISION TREE 5 N DK15_24 - DECISION TREE 6 N DK16_24 - DECISION TREE 7 N DK17_24 - RANGE CARD C DK19_24 - LOW END N DK20_24 - HIGH END N DK21_24 - MIDPOINT (CALCULATED) N Q141 - D11_3.GIFT/INHERIT OR R PURCHASE? N X608 Q142 - D11_3M. MONTH PURCHASED/RECEIVED N X605 Q143 - D11_3Y. YEAR PURCHASE/RECEIVED N X606 Q144 - D11_4. COST OF SITE N X607 DK5_25 - DECISION TREE TYPE N DK8_25 - RANGE CARD/RANGE N DK9_25 - RANGE FROM CARD? N DK10_25 - DECISION TREE 1 N DK11_25 - DECISION TREE 2 N DK12_25 - DECISION TREE 3 N DK13_25 - DECISION TREE 4 N DK14_25 - DECISION TREE 5 N DK15_25 - DECISION TREE 6 N DK16_25 - DECISION TREE 7 N DK17_25 - RANGE CARD C DK19_25 - LOW END N DK20_25 - HIGH END N DK21_25 - MIDPOINT (CALCULATED) N Q147 - D11_6M.MONTH MOVED TO MOBILE HOME N X610 Q148 - D11_6Y.YEAR MOVED TO MOBILE HOME N X611 Q149 - D12. AMT RENT ON SITE -OWN HOME N X612 DK5_26 - DECISION TREE TYPE N DK8_26 - RANGE CARD/RANGE N DK9_26 - RANGE FROM CARD? N DK10_26 - DECISION TREE 1 N DK11_26 - DECISION TREE 2 N DK12_26 - DECISION TREE 3 N DK13_26 - DECISION TREE 4 N DK14_26 - DECISION TREE 5 N DK15_26 - DECISION TREE 6 N DK16_26 - DECISION TREE 7 N DK17_26 - RANGE CARD C DK19_26 - LOW END N DK20_26 - HIGH END N DK21_26 - MIDPOINT (CALCULATED) N Q151 - D12F. FREQ RENT ON SITE -OWN HOME N X613 Q153 - D12_1.CURRENT VAL OF MOBILE HOME N X614 DK5_27 - DECISION TREE TYPE N DK8_27 - RANGE CARD/RANGE N DK9_27 - RANGE FROM CARD? N DK10_27 - DECISION TREE 1 N DK11_27 - DECISION TREE 2 N DK12_27 - DECISION TREE 3 N DK13_27 - DECISION TREE 4 N DK14_27 - DECISION TREE 5 N DK15_27 - DECISION TREE 6 N DK16_27 - DECISION TREE 7 N DK17_27 - RANGE CARD C DK19_27 - LOW END N DK20_27 - HIGH END N DK21_27 - MIDPOINT (CALCULATED) N Q155 - D12_2GFT.GIFT/INH OR R PURCHASE? N X618 Q156 - D12_2M. MONTH PURCHASED/RECEIVED N X615 Q157 - D12_2Y. YEAR PURCHASE/RECEIVED N X616 Q158 - D12_3. COST OF MOBILE HOME? N X617 DK5_28 - DECISION TREE TYPE N DK8_28 - RANGE CARD/RANGE N DK9_28 - RANGE FROM CARD? N DK10_28 - DECISION TREE 1 N DK11_28 - DECISION TREE 2 N DK12_28 - DECISION TREE 3 N DK13_28 - DECISION TREE 4 N DK14_28 - DECISION TREE 5 N DK15_28 - DECISION TREE 6 N DK16_28 - DECISION TREE 7 N DK17_28 - RANGE CARD C DK19_28 - LOW END N DK20_28 - HIGH END N DK21_28 - MIDPOINT (CALCULATED) N Q160 - D13. AMT RENT BOTH HOME AND SITE? N X619 DK5_29 - DECISION TREE TYPE N DK8_29 - RANGE CARD/RANGE N DK9_29 - RANGE FROM CARD? N DK10_29 - DECISION TREE 1 N DK11_29 - DECISION TREE 2 N DK12_29 - DECISION TREE 3 N DK13_29 - DECISION TREE 4 N DK14_29 - DECISION TREE 5 N DK15_29 - DECISION TREE 6 N DK16_29 - DECISION TREE 7 N DK17_29 - RANGE CARD C DK19_29 - LOW END N DK20_29 - HIGH END N DK21_29 - MIDPOINT (CALCULATED) N Q162 - D13F.FREQ RENT BOTH HOME AND SITE N X620 Q164 - D13_1M.MONTH MOVED TO MOBILE HOME N X621 Q165 - D13_1Y.YEAR MOVED TO MOBILE HOME N X622 Q166 - D14.CURRENT VALUE -OWN BOTH N X623 DK5_30 - DECISION TREE TYPE N DK8_30 - RANGE CARD/RANGE N DK9_30 - RANGE FROM CARD? N DK10_30 - DECISION TREE 1 N DK11_30 - DECISION TREE 2 N DK12_30 - DECISION TREE 3 N DK13_30 - DECISION TREE 4 N DK14_30 - DECISION TREE 5 N DK15_30 - DECISION TREE 6 N DK16_30 - DECISION TREE 7 N DK17_30 - RANGE CARD C DK19_30 - LOW END N DK20_30 - HIGH END N DK21_30 - MIDPOINT (CALCULATED) N Q168 - D15.SITE AND HOME BGT SEPARATELY? N X624 Q169 - D15_1.GIFT/INHERIT OR R PURCHASE? N X628 Q170 - D15_1M. MONTH PURCHASED/RECEIVED N X625 Q171 - D15_1Y. YEAR PURCHASED/RECEIVED N X626 Q172 - D15_2. COST OF MOBILE HOME N X627 DK5_31 - DECISION TREE TYPE N DK8_31 - RANGE CARD/RANGE N DK9_31 - RANGE FROM CARD? N DK10_31 - DECISION TREE 1 N DK11_31 - DECISION TREE 2 N DK12_31 - DECISION TREE 3 N DK13_31 - DECISION TREE 4 N DK14_31 - DECISION TREE 5 N DK15_31 - DECISION TREE 6 N DK16_31 - DECISION TREE 7 N DK17_31 - RANGE CARD C DK19_31 - LOW END N DK20_31 - HIGH END N DK21_31 - MIDPOINT (CALCULATED) N Q174 - D15_3.GIFT/INHERIT OR R PURCHASE? N X632 Q175 - D15_3M. MONTH PURCHASE/RECEIVED N X629 Q176 - D15_3Y. YEAR PURCHASED/RECEIVED N X630 Q177 - D15_4. COST OF SITE N X631 DK5_32 - DECISION TREE TYPE N DK8_32 - RANGE CARD/RANGE N DK9_32 - RANGE FROM CARD? N DK10_32 - DECISION TREE 1 N DK11_32 - DECISION TREE 2 N DK12_32 - DECISION TREE 3 N DK13_32 - DECISION TREE 4 N DK14_32 - DECISION TREE 5 N DK15_32 - DECISION TREE 6 N DK16_32 - DECISION TREE 7 N DK17_32 - RANGE CARD C DK19_32 - LOW END N DK20_32 - HIGH END N DK21_32 - MIDPOINT (CALCULATED) N Q179 - D15_5.GIFT/INHERIT OR R PURCHASE? N X636 Q180 - D15_5M. MONTH PURCHASED/RECEIVED N X633 Q181 - D15_5Y. YEAR PURCHASED/RECEIVED N X634 Q182 - D15_6. COST OF HOME AND SITE N X635 DK5_33 - DECISION TREE TYPE N DK8_33 - RANGE CARD/RANGE N DK9_33 - RANGE FROM CARD? N DK10_33 - DECISION TREE 1 N DK11_33 - DECISION TREE 2 N DK12_33 - DECISION TREE 3 N DK13_33 - DECISION TREE 4 N DK14_33 - DECISION TREE 5 N DK15_33 - DECISION TREE 6 N DK16_33 - DECISION TREE 7 N DK17_33 - RANGE CARD C DK19_33 - LOW END N DK20_33 - HIGH END N DK21_33 - MIDPOINT (CALCULATED) N Q184 - D16.OWN, RENT, CONDO ASSOCIATION? N X701 Q185 - D16_05. DO YOU OWN ANY PART? N X7133 Q186 - D16_055. WHAT PERCENT DO YOU OWN? N X7134 Q187 - D16_1. REQUIRED TO PAY FEES? N X7572 Q188 - D16_2. HOW MUCH ARE FEES? N X703 DK5_34 - DECISION TREE TYPE N DK8_34 - RANGE CARD/RANGE N DK9_34 - RANGE FROM CARD? N DK10_34 - DECISION TREE 1 N DK11_34 - DECISION TREE 2 N DK12_34 - DECISION TREE 3 N DK13_34 - DECISION TREE 4 N DK14_34 - DECISION TREE 5 N DK15_34 - DECISION TREE 6 N DK16_34 - DECISION TREE 7 N DK17_34 - RANGE CARD C DK19_34 - LOW END N DK20_34 - HIGH END N DK21_34 - MIDPOINT (CALCULATED) N Q190 - D16_2F. FREQUENCY OF FEE PAYMENT N X704 Q192 - D16_3.R LIVE IN MUTIPLE HU STRUCT N X702 Q194 - D16_5M. MONTH MOVED INTO HOME N X706 Q195 - D16_5Y. YEAR MOVED INTO HOME N X707 Q196 - D17. AMOUNT OF RENT N X708 DK5_35 - DECISION TREE TYPE N DK8_35 - RANGE CARD/RANGE N DK9_35 - RANGE FROM CARD? N DK10_35 - DECISION TREE 1 N DK11_35 - DECISION TREE 2 N DK12_35 - DECISION TREE 3 N DK13_35 - DECISION TREE 4 N DK14_35 - DECISION TREE 5 N DK15_35 - DECISION TREE 6 N DK16_35 - DECISION TREE 7 N DK17_35 - RANGE CARD C DK19_35 - LOW END N DK20_35 - HIGH END N DK21_35 - MIDPOINT (CALCULATED) N Q198 - D17F. FREQUENCY OF RENT N X709 Q200 - D17_1.INCLUDE ALL/SOME UTILITIES? N X710 Q201 - D17_2. FURNISHED OR UNFURNISHED? N X711 Q202 - D17_3M. MONTH MOVED IN N X712 Q203 - D17_3Y. YEAR MOVED IN N X713 Q204 - D18. OWN ENTIRE BUILDING OR UNIT? N X714 Q205 - D18_1.HOW MANY UNITS IN BUILDING? N X715 Q206 - D18_2.OWN UNIT SEP FROM REMAIN BG N X7135 Q207 - D19. CURRENT VALUE OF HOME/PROP N X716 DK5_36 - DECISION TREE TYPE N DK8_36 - RANGE CARD/RANGE N DK9_36 - RANGE FROM CARD? N DK10_36 - DECISION TREE 1 N DK11_36 - DECISION TREE 2 N DK12_36 - DECISION TREE 3 N DK13_36 - DECISION TREE 4 N DK14_36 - DECISION TREE 5 N DK15_36 - DECISION TREE 6 N DK16_36 - DECISION TREE 7 N DK17_36 - RANGE CARD C DK19_36 - LOW END N DK20_36 - HIGH END N DK21_36 - MIDPOINT (CALCULATED) N Q209 - D20GFT.GIFT/INHERIT OR R PURCHASE N X718 Q210 - D20M. MONTH PURCHASED/RECEIVED N X719 Q211 - D20Y. YEAR PURCHASED/RECEIVED N X720 Q212 - D21. COST OF HOME/LAND N X717 DK5_37 - DECISION TREE TYPE N DK8_37 - RANGE CARD/RANGE N DK9_37 - RANGE FROM CARD? N DK10_37 - DECISION TREE 1 N DK11_37 - DECISION TREE 2 N DK12_37 - DECISION TREE 3 N DK13_37 - DECISION TREE 4 N DK14_37 - DECISION TREE 5 N DK15_37 - DECISION TREE 6 N DK16_37 - DECISION TREE 7 N DK17_37 - RANGE CARD C DK19_37 - LOW END N DK20_37 - HIGH END N DK21_37 - MIDPOINT (CALCULATED) N Q1168 - D21_05. YEARS, LESS THAN YEAR, ENTIRE L N X6770A Q1471 - D21_05YRS. NUMBER OF YEARS N X6770 Q773 - D21_1. CHANCES OF LIVING HERE N X7136 Q214 - D22. AMOUNT OF REAL ESTATE TAXES N X721 DK5_38 - DECISION TREE TYPE N DK8_38 - RANGE CARD/RANGE N DK9_38 - RANGE FROM CARD? N DK10_38 - DECISION TREE 1 N DK11_38 - DECISION TREE 2 N DK12_38 - DECISION TREE 3 N DK13_38 - DECISION TREE 4 N DK14_38 - DECISION TREE 5 N DK15_38 - DECISION TREE 6 N DK16_38 - DECISION TREE 7 N DK17_38 - RANGE CARD C DK19_38 - LOW END N DK20_38 - HIGH END N DK21_38 - MIDPOINT (CALCULATED) N Q216 - D22F. FREQ OF REAL ESTATE TAXES N X722 Q218 - D23. MORTGAGE OR LAND CONTRACT? N X723 Q219 - D24.FEDERALLY GUARANTEED MORTGAGE N X724 Q220 - D24_1.PRIVATE MORTGAGE INSURANCE? N X725 Q221 - D25. FHA, VA, OR OTHER PROGRAM? N X726 Q225A1 - D27M. MONTH MORTGAGE OBTAINED N X801 Q226A1 - D27Y. YEAR MORTGAGE OBTAINED N X802 Q227A1 - D27_1. ASSUMED FROM PREV OWNER? N X803 Q228A1 - D27_2. REFINANCE OR ROLLOVER N X7137 Q230A1 - D28. AMT BORROWED OR REFINANCED N X804 DK5_39 - DECISION TREE TYPE N DK8_39 - RANGE CARD/RANGE N DK9_39 - RANGE FROM CARD? N DK10_39 - DECISION TREE 1 N DK11_39 - DECISION TREE 2 N DK12_39 - DECISION TREE 3 N DK13_39 - DECISION TREE 4 N DK14_39 - DECISION TREE 5 N DK15_39 - DECISION TREE 6 N DK16_39 - DECISION TREE 7 N DK17_39 - RANGE CARD C DK19_39 - LOW END N DK20_39 - HIGH END N DK21_39 - MIDPOINT (CALCULATED) N Q232A1 - D29. AMOUNT STILL OWED N X805 DK5_40 - DECISION TREE TYPE N DK8_40 - RANGE CARD/RANGE N DK9_40 - RANGE FROM CARD? N DK10_40 - DECISION TREE 1 N DK11_40 - DECISION TREE 2 N DK12_40 - DECISION TREE 3 N DK13_40 - DECISION TREE 4 N DK14_40 - DECISION TREE 5 N DK15_40 - DECISION TREE 6 N DK16_40 - DECISION TREE 7 N DK17_40 - RANGE CARD C DK19_40 - LOW END N DK20_40 - HIGH END N DK21_40 - MIDPOINT (CALCULATED) N Q234A1 - D30. YEARS, PAYMENTS, NO SET # N X806A Q235A1 - D30YS. NUMBER OF YEARS N X806 Q236A1 - D30PAY. NUMBER OF PAYMENTS N X807 Q237A1 - D31.AMT OF REGULAR MORTGAGE PMT N X808 DK5_41 - DECISION TREE TYPE N DK8_41 - RANGE CARD/RANGE N DK9_41 - RANGE FROM CARD? N DK10_41 - DECISION TREE 1 N DK11_41 - DECISION TREE 2 N DK12_41 - DECISION TREE 3 N DK13_41 - DECISION TREE 4 N DK14_41 - DECISION TREE 5 N DK15_41 - DECISION TREE 6 N DK16_41 - DECISION TREE 7 N DK17_41 - RANGE CARD C DK19_41 - LOW END N DK20_41 - HIGH END N DK21_41 - MIDPOINT (CALCULATED) N Q239A1 - D31F. FREQ REGULAR MORTGAGE PMT N X809 Q241A1 - D31_1.AMT TYPICAL MORTGAGE PMT N X813 DK5_42 - DECISION TREE TYPE N DK8_42 - RANGE CARD/RANGE N DK9_42 - RANGE FROM CARD? N DK10_42 - DECISION TREE 1 N DK11_42 - DECISION TREE 2 N DK12_42 - DECISION TREE 3 N DK13_42 - DECISION TREE 4 N DK14_42 - DECISION TREE 5 N DK15_42 - DECISION TREE 6 N DK16_42 - DECISION TREE 7 N DK17_42 - RANGE CARD C DK19_42 - LOW END N DK20_42 - HIGH END N DK21_42 - MIDPOINT (CALCULATED) N Q243A1 - D31_1F. FREQ TYPICAL MORT PMT N X814 Q245A1 - D32.PAYMENT INCLUDE TAX/INSURE? N X810 Q246A1 - D33. BE A BALLOON PAYMENT? N X811 Q247A1 - D33_1. AMT OF BALLOON PAYMENT N X812 DK5_43 - DECISION TREE TYPE N DK8_43 - RANGE CARD/RANGE N DK9_43 - RANGE FROM CARD? N DK10_43 - DECISION TREE 1 N DK11_43 - DECISION TREE 2 N DK12_43 - DECISION TREE 3 N DK13_43 - DECISION TREE 4 N DK14_43 - DECISION TREE 5 N DK15_43 - DECISION TREE 6 N DK16_43 - DECISION TREE 7 N DK17_43 - RANGE CARD C DK19_43 - LOW END N DK20_43 - HIGH END N DK21_43 - MIDPOINT (CALCULATED) N Q249A1 - D34.AHEAD, BEHIND, OR ON SCHED? N X7571 Q250A1 - D34_1.YEAR EXPECT TO REPAY LOAN N X815 Q251A1 - D35. ANNUAL INT RATE ON LOAN N X816 Q252A1 - D36.INSTITUTION N X817 Q255A1 - D36_1.SAME INSTIT AS ORIG LOAN? N X7568 Q256A1 - D37.LOAN USED TO PURCHASE HOME? N NULL Q258A1 - D38. REASON CHOSE LENDER N X819 Q260A1 - D39. ADJUSTABLE RATE LOAN? N X820 Q261A1 - D39_1.RATE DEPEND ON OTH RATES? N X821 Q263A1 - D39_3.NUM TIMES RATE CAN CHANGE N X823 Q264A1 - D39_3F.FREQ RATE CHANGE POSSIB N X824 Q267A1 - D39_4.SIZE PMTS CHANGE W/RATE? N X825 Q268A1 - D39_5.MAX RATE CAN RISE AT ONCE N X826 Q269A1 - D39_6. ORIGINAL INTEREST RATE N X828 Q270A1 - D39_7. MAX RATE CAN BE CHARGED N X827 Q271A1 - D39_8. CONVERTIBLE MORTGAGE? N X829 Q272A1 - D40.SECOND MORT/LAND CONTRACT? N X830 Q273A1 - D40_1.OTHERS W/PROP AS COLLAT? N X931 Q225A2 - D27M. MONTH MORTGAGE OBTAINED N X901 Q226A2 - D27Y. YEAR MORTGAGE OBTAINED N X902 Q227A2 - D27_1. ASSUMED FROM PREV OWNER? N X903 Q228A2 - D27_2. REFINANCE OR ROLLOVER N NULL Q230A2 - D28. AMOUNT BORROWED/REFINANCED N X904 DK5_44 - DECISION TREE TYPE N DK8_44 - RANGE CARD/RANGE N DK9_44 - RANGE FROM CARD? N DK10_44 - DECISION TREE 1 N DK11_44 - DECISION TREE 2 N DK12_44 - DECISION TREE 3 N DK13_44 - DECISION TREE 4 N DK14_44 - DECISION TREE 5 N DK15_44 - DECISION TREE 6 N DK16_44 - DECISION TREE 7 N DK17_44 - RANGE CARD C DK19_44 - LOW END N DK20_44 - HIGH END N DK21_44 - MIDPOINT (CALCULATED) N Q232A2 - D29. AMT STILL OWED ON MORTGAGE N X905 DK5_45 - DECISION TREE TYPE N DK8_45 - RANGE CARD/RANGE N DK9_45 - RANGE FROM CARD? N DK10_45 - DECISION TREE 1 N DK11_45 - DECISION TREE 2 N DK12_45 - DECISION TREE 3 N DK13_45 - DECISION TREE 4 N DK14_45 - DECISION TREE 5 N DK15_45 - DECISION TREE 6 N DK16_45 - DECISION TREE 7 N DK17_45 - RANGE CARD C DK19_45 - LOW END N DK20_45 - HIGH END N DK21_45 - MIDPOINT (CALCULATED) N Q234A2 - D30. YEARS, PAYMENTS, NO SET # N X906A Q235A2 - D30YS. NUMBER OF YEARS N X906 Q236A2 - D30PAY. NUMBER OF PAYMENTS N X907 Q237A2 - D31. AMOUNT OF REGULAR PAYMENT N X908 DK5_46 - DECISION TREE TYPE N DK8_46 - RANGE CARD/RANGE N DK9_46 - RANGE FROM CARD? N DK10_46 - DECISION TREE 1 N DK11_46 - DECISION TREE 2 N DK12_46 - DECISION TREE 3 N DK13_46 - DECISION TREE 4 N DK14_46 - DECISION TREE 5 N DK15_46 - DECISION TREE 6 N DK16_46 - DECISION TREE 7 N DK17_46 - RANGE CARD C DK19_46 - LOW END N DK20_46 - HIGH END N DK21_46 - MIDPOINT (CALCULATED) N Q239A2 - D31F. FREQ REGULAR MORTGAGE PMT N X909 Q241A2 - D31_1. AMT TYPICAL MORTGAGE PMT N X913 DK5_47 - DECISION TREE TYPE N DK8_47 - RANGE CARD/RANGE N DK9_47 - RANGE FROM CARD? N DK10_47 - DECISION TREE 1 N DK11_47 - DECISION TREE 2 N DK12_47 - DECISION TREE 3 N DK13_47 - DECISION TREE 4 N DK14_47 - DECISION TREE 5 N DK15_47 - DECISION TREE 6 N DK16_47 - DECISION TREE 7 N DK17_47 - RANGE CARD C DK19_47 - LOW END N DK20_47 - HIGH END N DK21_47 - MIDPOINT (CALCULATED) N Q243A2 - D31_1F. FREQ TYPICAL MORT PMT N X914 Q245A2 - D32. PMT INCLUDE TAXES/INSURE? N NULL Q246A2 - D33. BE A BALLOON PAYMENT? N X911 Q247A2 - D33_1. AMT OF BALLOON PAYMENT N X912 DK5_48 - DECISION TREE TYPE N DK8_48 - RANGE CARD/RANGE N DK9_48 - RANGE FROM CARD? N DK10_48 - DECISION TREE 1 N DK11_48 - DECISION TREE 2 N DK12_48 - DECISION TREE 3 N DK13_48 - DECISION TREE 4 N DK14_48 - DECISION TREE 5 N DK15_48 - DECISION TREE 6 N DK16_48 - DECISION TREE 7 N DK17_48 - RANGE CARD C DK19_48 - LOW END N DK20_48 - HIGH END N DK21_48 - MIDPOINT (CALCULATED) N Q249A2 - D34.AHEAD, BEHIND, OR ON SCHED? N X7570 Q250A2 - D34_1.YEAR EXPECT TO REPAY LOAN N X915 Q251A2 - D35. ANNUAL INT RATE ON LOAN N X916 Q252A2 - D36. INSTITUTION N X917 Q255A2 - D36_1.SAME INSTIT AS ORIG LOAN? N NULL Q256A2 - D37.LOAN USED TO PURCHASE HOME? N X918 Q258A2 - D38.REASON CHOSE LENDER N NULL Q260A2 - D39. ADJUSTABLE RATE LOAN? N X920 Q261A2 - D39_1.RATE CHANGE DEPEND ON OTH N NULL Q263A2 - D39_3.HOW OFTEN CAN RATE CHANGE N NULL Q264A2 - D39_3F.FREQUENCY OF RATE CHANGE N NULL Q267A2 - D39_4.SIZE OF PAYMENTS CHANGE N NULL Q268A2 - D39_5.MOST RATE CAN RISE AT ONE C NULL Q269A2 - D39_6.ORIGINAL INTEREST RATE N NULL Q270A2 - D39_7.HIGHEST RATE CAN GO UP N NULL Q271A2 - D39_8.CONVERTIBLE MORTGAGE? N NULL Q272A2 - D40.SECOND MORTGAGE/LAND CONTRA N NULL Q273A2 - D40_1. OTHERS W/PROP AS COLLAT? N X931A Q225A3 - D27M. MONTH MORTGAGE OBTAINED N X1001 Q226A3 - D27Y. YEAR MORTGAGE OBTAINED N X1002 Q227A3 - D27_1. ASSUMED FROM PREV OWNER? N NULL Q228A3 - D27_2. REFINANCE OR ROLLOVER N NULL Q230A3 - D28. AMT BORROWED OR REFINANCED N X1004 DK5_49 - DECISION TREE TYPE N DK8_49 - RANGE CARD/RANGE N DK9_49 - RANGE FROM CARD? N DK10_49 - DECISION TREE 1 N DK11_49 - DECISION TREE 2 N DK12_49 - DECISION TREE 3 N DK13_49 - DECISION TREE 4 N DK14_49 - DECISION TREE 5 N DK15_49 - DECISION TREE 6 N DK16_49 - DECISION TREE 7 N DK17_49 - RANGE CARD C DK19_49 - LOW END N DK20_49 - HIGH END N DK21_49 - MIDPOINT (CALCULATED) N Q232A3 - D29. AMOUNT STILL OWED N X1005 DK5_50 - DECISION TREE TYPE N DK8_50 - RANGE CARD/RANGE N DK9_50 - RANGE FROM CARD? N DK10_50 - DECISION TREE 1 N DK11_50 - DECISION TREE 2 N DK12_50 - DECISION TREE 3 N DK13_50 - DECISION TREE 4 N DK14_50 - DECISION TREE 5 N DK15_50 - DECISION TREE 6 N DK16_50 - DECISION TREE 7 N DK17_50 - RANGE CARD C DK19_50 - LOW END N DK20_50 - HIGH END N DK21_50 - MIDPOINT (CALCULATED) N Q234A3 - D30. YEARS, PAYMENTS, NO SET # N X1006A Q235A3 - D30YS. NUMBER OF YEARS N X1006 Q236A3 - D30PAY. NUMBER OF PAYMENTS N X1007 Q237A3 - D31. AMT REGULAR MORTGAGE PMT N X1008 DK5_51 - DECISION TREE TYPE N DK8_51 - RANGE CARD/RANGE N DK9_51 - RANGE FROM CARD? N DK10_51 - DECISION TREE 1 N DK11_51 - DECISION TREE 2 N DK12_51 - DECISION TREE 3 N DK13_51 - DECISION TREE 4 N DK14_51 - DECISION TREE 5 N DK15_51 - DECISION TREE 6 N DK16_51 - DECISION TREE 7 N DK17_51 - RANGE CARD C DK19_51 - LOW END N DK20_51 - HIGH END N DK21_51 - MIDPOINT (CALCULATED) N Q239A3 - D31F. FREQ REGULAR MORTGAGE PMT N X1009 Q241A3 - D31_1. AMT TYPICAL MORTGAGE PMT N X1013 DK5_52 - DECISION TREE TYPE N DK8_52 - RANGE CARD/RANGE N DK9_52 - RANGE FROM CARD? N DK10_52 - DECISION TREE 1 N DK11_52 - DECISION TREE 2 N DK12_52 - DECISION TREE 3 N DK13_52 - DECISION TREE 4 N DK14_52 - DECISION TREE 5 N DK15_52 - DECISION TREE 6 N DK16_52 - DECISION TREE 7 N DK17_52 - RANGE CARD C DK19_52 - LOW END N DK20_52 - HIGH END N DK21_52 - MIDPOINT (CALCULATED) N Q243A3 - D31_1F. FREQUENCY OF PAYMENT N X1014 Q245A3 - D32. PMT INCLUDE TAXES/INSURE? N NULL Q246A3 - D33. BE A BALLOON PAYMENT? N X1011 Q247A3 - D33_1.AMOUNT OF BALLOON PAYMENT N X1012 DK5_53 - DECISION TREE TYPE N DK8_53 - RANGE CARD/RANGE N DK9_53 - RANGE FROM CARD? N DK10_53 - DECISION TREE 1 N DK11_53 - DECISION TREE 2 N DK12_53 - DECISION TREE 3 N DK13_53 - DECISION TREE 4 N DK14_53 - DECISION TREE 5 N DK15_53 - DECISION TREE 6 N DK16_53 - DECISION TREE 7 N DK17_53 - RANGE CARD C DK19_53 - LOW END N DK20_53 - HIGH END N DK21_53 - MIDPOINT (CALCULATED) N Q249A3 - D34.AHEAD, BEHIND, OR ON SCHED? N X7569 Q250A3 - D34_1.YEAR EXPECT TO REPAY LOAN N X1015 Q251A3 - D35. ANNUAL INT RATE ON LOAN N X1016 Q252A3 - D36. INSTITUTION N X1017 Q255A3 - D36_1.SAME INSTIT AS ORIG LOAN? N NULL Q256A3 - D37.LOAN USED TO PURCHASE HOME? N X1018 Q258A3 - D38.REASON CHOSE LENDER N NULL Q260A3 - D39. ADJUSTABLE RATE LOAN? N X1020 Q261A3 - D39_1.RATE CHANGE DEPEND ON OTH N NULL Q263A3 - D39_3.HOW OFTEN CAN RATE CHANGE N NULL Q264A3 - D39_3F.FREQUENCY OF RATE CHANGE N NULL Q267A3 - D39_4.SIZE OF PAYMENTS CHANGE W N NULL Q268A3 - D39_5.MOST RATE CAN RISE AT ONE C NULL Q269A3 - D39_6.ORIGINAL INTEREST RATE N NULL Q270A3 - D39_7.HIGHEST RATE CAN GO UP N NULL Q271A3 - D39_8.CONVERTIBLE MORTGAGE? N NULL Q272A3 - D40.SECOND MORTGAGE/LAND CONTRA N NULL Q273A3 - D40_1.OTHER LOANS W/PROPERTY AS N NULL Q274 - D41. OWE ON OTHER LOANS FOR PROP? N X1032 Q275 - D42M. MONTH LOAN TAKEN OUT N X1033 Q276 - D42Y. YEAR LOAN TAKEN OUT N X1034 Q277 - D43. AMOUNT BORROWED N X1035 DK5_54 - DECISION TREE TYPE N DK8_54 - RANGE CARD/RANGE N DK9_54 - RANGE FROM CARD? N DK10_54 - DECISION TREE 1 N DK11_54 - DECISION TREE 2 N DK12_54 - DECISION TREE 3 N DK13_54 - DECISION TREE 4 N DK14_54 - DECISION TREE 5 N DK15_54 - DECISION TREE 6 N DK16_54 - DECISION TREE 7 N DK17_54 - RANGE CARD C DK19_54 - LOW END N DK20_54 - HIGH END N DK21_54 - MIDPOINT (CALCULATED) N Q279 - D44. REGULAR INSTALLMENT LOAN? N X1036 Q280 - D45. YEARS OR PAYMENTS N X1037A Q281 - D45YS. NUMBER OF YEARS N X1038 Q282 - D45PAY. NUMBER OF PAYMENTS N X1037 Q284 - D46. AMOUNT OF REGULAR PAYMENT N X1039 DK5_55 - DECISION TREE TYPE N DK8_55 - RANGE CARD/RANGE N DK9_55 - RANGE FROM CARD? N DK10_55 - DECISION TREE 1 N DK11_55 - DECISION TREE 2 N DK12_55 - DECISION TREE 3 N DK13_55 - DECISION TREE 4 N DK14_55 - DECISION TREE 5 N DK15_55 - DECISION TREE 6 N DK16_55 - DECISION TREE 7 N DK17_55 - RANGE CARD C DK19_55 - LOW END N DK20_55 - HIGH END N DK21_55 - MIDPOINT (CALCULATED) N Q286 - D46F.FREQUENCY OF REGULAR PAYMENT N X7567 Q288 - D47. AMOUNT OF TYPICAL PAYMENT N X1040 DK5_56 - DECISION TREE TYPE N DK8_56 - RANGE CARD/RANGE N DK9_56 - RANGE FROM CARD? N DK10_56 - DECISION TREE 1 N DK11_56 - DECISION TREE 2 N DK12_56 - DECISION TREE 3 N DK13_56 - DECISION TREE 4 N DK14_56 - DECISION TREE 5 N DK15_56 - DECISION TREE 6 N DK16_56 - DECISION TREE 7 N DK17_56 - RANGE CARD C DK19_56 - LOW END N DK20_56 - HIGH END N DK21_56 - MIDPOINT (CALCULATED) N Q290 - D47F.FREQUENCY OF TYPICAL PAYMENT N X1041 Q292 - D47_1.AHEAD, BEHIND, OR ON SCHED? N X7566 Q293 - D48M. MONTH EXPECT TO REPAY LOAN N X1042 Q294 - D48Y. YEAR EXPECT TO REPAY LOAN N X1043 Q295 - D49. AMOUNT STILL OWED N X1044 DK5_57 - DECISION TREE TYPE N DK8_57 - RANGE CARD/RANGE N DK9_57 - RANGE FROM CARD? N DK10_57 - DECISION TREE 1 N DK11_57 - DECISION TREE 2 N DK12_57 - DECISION TREE 3 N DK13_57 - DECISION TREE 4 N DK14_57 - DECISION TREE 5 N DK15_57 - DECISION TREE 6 N DK16_57 - DECISION TREE 7 N DK17_57 - RANGE CARD C DK19_57 - LOW END N DK20_57 - HIGH END N DK21_57 - MIDPOINT (CALCULATED) N Q297 - D50. ANNUAL INTEREST RATE N X1045 Q298 - D51. INSTITUTION N X1046 Q1165 - D51_05. YEARS, LESS THAN YEAR, ENTIRE L N X6771A Q1167 - D51_.05YRS. NUMBER OF YEARS N X6771 Q789 - D51_1. CHANCES STILL LIVING HERE N X7140 Q301 - D52. HAVE ANY LINES OF CREDIT? N X1101 Q302 - D53.# OF LINES OF CREDIT N X6686 Q304A1 - D53_1.SECURED BY HOME EQUITY? N X1103 Q305A1 - D53_2.BORROWING AGAINST LINE? N X1105 Q306A1 - D53_3.AMT BORROWED AGAINST LINE N X7141 DK5_58 - DECISION TREE TYPE N DK8_58 - RANGE CARD/RANGE N DK9_58 - RANGE FROM CARD? N DK10_58 - DECISION TREE 1 N DK11_58 - DECISION TREE 2 N DK12_58 - DECISION TREE 3 N DK13_58 - DECISION TREE 4 N DK14_58 - DECISION TREE 5 N DK15_58 - DECISION TREE 6 N DK16_58 - DECISION TREE 7 N DK17_58 - RANGE CARD C DK19_58 - LOW END N DK20_58 - HIGH END N DK21_58 - MIDPOINT (CALCULATED) N Q309A1 - D53_5. AMT OWED ON LINE OF CRED N X1108 DK5_59 - DECISION TREE TYPE N DK8_59 - RANGE CARD/RANGE N DK9_59 - RANGE FROM CARD? N DK10_59 - DECISION TREE 1 N DK11_59 - DECISION TREE 2 N DK12_59 - DECISION TREE 3 N DK13_59 - DECISION TREE 4 N DK14_59 - DECISION TREE 5 N DK15_59 - DECISION TREE 6 N DK16_59 - DECISION TREE 7 N DK17_59 - RANGE CARD C DK19_59 - LOW END N DK20_59 - HIGH END N DK21_59 - MIDPOINT (CALCULATED) N Q311A1 - D53_6.AMOUNT OF TYPICAL PAYMENT N X1109 DK5_60 - DECISION TREE TYPE N DK8_60 - RANGE CARD/RANGE N DK9_60 - RANGE FROM CARD? N DK10_60 - DECISION TREE 1 N DK11_60 - DECISION TREE 2 N DK12_60 - DECISION TREE 3 N DK13_60 - DECISION TREE 4 N DK14_60 - DECISION TREE 5 N DK15_60 - DECISION TREE 6 N DK16_60 - DECISION TREE 7 N DK17_60 - RANGE CARD C DK19_60 - LOW END N DK20_60 - HIGH END N DK21_60 - MIDPOINT (CALCULATED) N Q313A1 - D53_6F. FREQ OF TYPICAL PAYMENT N X1110 Q315A1 - D53_7. ANNUAL INTEREST RATE N X1111 Q316A1 - D53_8. INSTITITUTION N X1112 Q319A1 - D53_9.MAXIMUM AMOUNT CAN BORROW N X1104 DK5_61 - DECISION TREE TYPE N DK8_61 - RANGE CARD/RANGE N DK9_61 - RANGE FROM CARD? N DK10_61 - DECISION TREE 1 N DK11_61 - DECISION TREE 2 N DK12_61 - DECISION TREE 3 N DK13_61 - DECISION TREE 4 N DK14_61 - DECISION TREE 5 N DK15_61 - DECISION TREE 6 N DK16_61 - DECISION TREE 7 N DK17_61 - RANGE CARD C DK19_61 - LOW END N DK20_61 - HIGH END N DK21_61 - MIDPOINT (CALCULATED) N Q321A1 - D53_10. ANOTHER LINE OF CREDIT? N X1113 Q304A2 - D53_1. SECURED BY HOME EQUITY? N X1114 Q305A2 - D53_2. BORROWING AGAINST LINE? N X1116 Q306A2 - D53_3.AMT BORROWED AGAINST LINE N X7142 DK5_62 - DECISION TREE TYPE N DK8_62 - RANGE CARD/RANGE N DK9_62 - RANGE FROM CARD? N DK10_62 - DECISION TREE 1 N DK11_62 - DECISION TREE 2 N DK12_62 - DECISION TREE 3 N DK13_62 - DECISION TREE 4 N DK14_62 - DECISION TREE 5 N DK15_62 - DECISION TREE 6 N DK16_62 - DECISION TREE 7 N DK17_62 - RANGE CARD C DK19_62 - LOW END N DK20_62 - HIGH END N DK21_62 - MIDPOINT (CALCULATED) N Q309A2 - D53_5. AMOUNT OWED AGAINST LINE N X1119 DK5_63 - DECISION TREE TYPE N DK8_63 - RANGE CARD/RANGE N DK9_63 - RANGE FROM CARD? N DK10_63 - DECISION TREE 1 N DK11_63 - DECISION TREE 2 N DK12_63 - DECISION TREE 3 N DK13_63 - DECISION TREE 4 N DK14_63 - DECISION TREE 5 N DK15_63 - DECISION TREE 6 N DK16_63 - DECISION TREE 7 N DK17_63 - RANGE CARD C DK19_63 - LOW END N DK20_63 - HIGH END N DK21_63 - MIDPOINT (CALCULATED) N Q311A2 - D53_6.AMOUNT OF TYPICAL PAYMENT N X1120 DK5_64 - DECISION TREE TYPE N DK8_64 - RANGE CARD/RANGE N DK9_64 - RANGE FROM CARD? N DK10_64 - DECISION TREE 1 N DK11_64 - DECISION TREE 2 N DK12_64 - DECISION TREE 3 N DK13_64 - DECISION TREE 4 N DK14_64 - DECISION TREE 5 N DK15_64 - DECISION TREE 6 N DK16_64 - DECISION TREE 7 N DK17_64 - RANGE CARD C DK19_64 - LOW END N DK20_64 - HIGH END N DK21_64 - MIDPOINT (CALCULATED) N Q313A2 - D53_6F. FREQ OF TYPICAL PAYMENT N X1121 Q315A2 - D53_7. ANNUAL INTEREST RATE N X1122 Q316A2 - D53_8. INSTITITUTION N X1123 Q319A2 - D53_9.MAXIMUM AMOUNT CAN BORROW N X1115 DK5_65 - DECISION TREE TYPE N DK8_65 - RANGE CARD/RANGE N DK9_65 - RANGE FROM CARD? N DK10_65 - DECISION TREE 1 N DK11_65 - DECISION TREE 2 N DK12_65 - DECISION TREE 3 N DK13_65 - DECISION TREE 4 N DK14_65 - DECISION TREE 5 N DK15_65 - DECISION TREE 6 N DK16_65 - DECISION TREE 7 N DK17_65 - RANGE CARD C DK19_65 - LOW END N DK20_65 - HIGH END N DK21_65 - MIDPOINT (CALCULATED) N Q321A2 - D53_10. ANOTHER LINE OF CREDIT? N X1124 Q304A3 - D53_1. SECURED BY HOME EQUITY? N X1125 Q305A3 - D53_2. BORROWING AGAINST LINE? N X1127 Q306A3 - D53_3.AMT BORROWED AGAINST LINE N X7143 DK5_66 - DECISION TREE TYPE N DK8_66 - RANGE CARD/RANGE N DK9_66 - RANGE FROM CARD? N DK10_66 - DECISION TREE 1 N DK11_66 - DECISION TREE 2 N DK12_66 - DECISION TREE 3 N DK13_66 - DECISION TREE 4 N DK14_66 - DECISION TREE 5 N DK15_66 - DECISION TREE 6 N DK16_66 - DECISION TREE 7 N DK17_66 - RANGE CARD C DK19_66 - LOW END N DK20_66 - HIGH END N DK21_66 - MIDPOINT (CALCULATED) N Q309A3 - D53_5.AMOUNT OWED AGAINST LINE N X1130 DK5_67 - DECISION TREE TYPE N DK8_67 - RANGE CARD/RANGE N DK9_67 - RANGE FROM CARD? N DK10_67 - DECISION TREE 1 N DK11_67 - DECISION TREE 2 N DK12_67 - DECISION TREE 3 N DK13_67 - DECISION TREE 4 N DK14_67 - DECISION TREE 5 N DK15_67 - DECISION TREE 6 N DK16_67 - DECISION TREE 7 N DK17_67 - RANGE CARD C DK19_67 - LOW END N DK20_67 - HIGH END N DK21_67 - MIDPOINT (CALCULATED) N Q311A3 - D53_6.AMOUNT OF TYPICAL PAYMENT N X1131 DK5_68 - DECISION TREE TYPE N DK8_68 - RANGE CARD/RANGE N DK9_68 - RANGE FROM CARD? N DK10_68 - DECISION TREE 1 N DK11_68 - DECISION TREE 2 N DK12_68 - DECISION TREE 3 N DK13_68 - DECISION TREE 4 N DK14_68 - DECISION TREE 5 N DK15_68 - DECISION TREE 6 N DK16_68 - DECISION TREE 7 N DK17_68 - RANGE CARD C DK19_68 - LOW END N DK20_68 - HIGH END N DK21_68 - MIDPOINT (CALCULATED) N Q313A3 - D53_6F. FREQ OF TYPICAL PAYMENT N X1132 Q315A3 - D53_7. ANNUAL INTEREST RATE N X1133 Q316A3 - D53_8. INSTITITUTION N X1134 Q319A3 - D53_9.MAXIMUM AMOUNT CAN BORROW N X1126 DK5_69 - DECISION TREE TYPE N DK8_69 - RANGE CARD/RANGE N DK9_69 - RANGE FROM CARD? N DK10_69 - DECISION TREE 1 N DK11_69 - DECISION TREE 2 N DK12_69 - DECISION TREE 3 N DK13_69 - DECISION TREE 4 N DK14_69 - DECISION TREE 5 N DK15_69 - DECISION TREE 6 N DK16_69 - DECISION TREE 7 N DK17_69 - RANGE CARD C DK19_69 - LOW END N DK20_69 - HIGH END N DK21_69 - MIDPOINT (CALCULATED) N Q321A3 - D53_10. ANOTHER LINE OF CREDIT? N X1135 Q322 - D53_11. AMT OWED ON REMAIN LINES N X1136 DK5_70 - DECISION TREE TYPE N DK8_70 - RANGE CARD/RANGE N DK9_70 - RANGE FROM CARD? N DK10_70 - DECISION TREE 1 N DK11_70 - DECISION TREE 2 N DK12_70 - DECISION TREE 3 N DK13_70 - DECISION TREE 4 N DK14_70 - DECISION TREE 5 N DK15_70 - DECISION TREE 6 N DK16_70 - DECISION TREE 7 N DK17_70 - RANGE CARD C DK19_70 - LOW END N DK20_70 - HIGH END N DK21_70 - MIDPOINT (CALCULATED) N Q324 - D54. MADE ADDITIONS/REMODELED? N X1201 Q325 - D54_1. COST OF ADDITIONS/REMODEL N X1202 DK5_71 - DECISION TREE TYPE N DK8_71 - RANGE CARD/RANGE N DK9_71 - RANGE FROM CARD? N DK10_71 - DECISION TREE 1 N DK11_71 - DECISION TREE 2 N DK12_71 - DECISION TREE 3 N DK13_71 - DECISION TREE 4 N DK14_71 - DECISION TREE 5 N DK15_71 - DECISION TREE 6 N DK16_71 - DECISION TREE 7 N DK17_71 - RANGE CARD C DK19_71 - LOW END N DK20_71 - HIGH END N DK21_71 - MIDPOINT (CALCULATED) N Q327 - D54_2. ANY OTHER REMODELING LOANS N X1203 Q328 - D55M. MONTH REMODELING LOAN TAKEN N X1204 Q329 - D55Y. YEAR REMODELING LOAN TAKEN N X1205 Q330 - D56. AMOUNT BORROWED N X1206 DK5_72 - DECISION TREE TYPE N DK8_72 - RANGE CARD/RANGE N DK9_72 - RANGE FROM CARD? N DK10_72 - DECISION TREE 1 N DK11_72 - DECISION TREE 2 N DK12_72 - DECISION TREE 3 N DK13_72 - DECISION TREE 4 N DK14_72 - DECISION TREE 5 N DK15_72 - DECISION TREE 6 N DK16_72 - DECISION TREE 7 N DK17_72 - RANGE CARD C DK19_72 - LOW END N DK20_72 - HIGH END N DK21_72 - MIDPOINT (CALCULATED) N Q332 - D57. REGULAR INSTALLMENT LOAN? N X1207 Q333 - D58. YEARS OR PAYMENTS? N X1208A Q334 - D58YS. NUMBER OF YEARS N X1209 Q335 - D58PAY. NUMBER OF PAYMENTS N X1208 Q337 - D59. AMOUNT OF REGULAR PAYMENT N X1210 DK5_73 - DECISION TREE TYPE N DK8_73 - RANGE CARD/RANGE N DK9_73 - RANGE FROM CARD? N DK10_73 - DECISION TREE 1 N DK11_73 - DECISION TREE 2 N DK12_73 - DECISION TREE 3 N DK13_73 - DECISION TREE 4 N DK14_73 - DECISION TREE 5 N DK15_73 - DECISION TREE 6 N DK16_73 - DECISION TREE 7 N DK17_73 - RANGE CARD C DK19_73 - LOW END N DK20_73 - HIGH END N DK21_73 - MIDPOINT (CALCULATED) N Q339 - D59F.FREQUENCY OF REGULAR PAYMENT N X7565 Q341 - D60. AMOUNT OF TYPICAL PAYMENT N X1211 DK5_74 - DECISION TREE TYPE N DK8_74 - RANGE CARD/RANGE N DK9_74 - RANGE FROM CARD? N DK10_74 - DECISION TREE 1 N DK11_74 - DECISION TREE 2 N DK12_74 - DECISION TREE 3 N DK13_74 - DECISION TREE 4 N DK14_74 - DECISION TREE 5 N DK15_74 - DECISION TREE 6 N DK16_74 - DECISION TREE 7 N DK17_74 - RANGE CARD C DK19_74 - LOW END N DK20_74 - HIGH END N DK21_74 - MIDPOINT (CALCULATED) N Q343 - D60F.FREQUENCY OF TYPICAL PAYMENT N X1212 Q345 - D60_1.AHEAD, BEHIND, OR ON SCHED? N X7564 Q346 - D61M. MONTH EXPECT TO REPAY LOAN N X1213 Q347 - D61Y. YEAR EXPECT TO REPAY LOAN N X1214 Q348 - D62. AMOUNT STILL OWED N X1215 DK5_75 - DECISION TREE TYPE N DK8_75 - RANGE CARD/RANGE N DK9_75 - RANGE FROM CARD? N DK10_75 - DECISION TREE 1 N DK11_75 - DECISION TREE 2 N DK12_75 - DECISION TREE 3 N DK13_75 - DECISION TREE 4 N DK14_75 - DECISION TREE 5 N DK15_75 - DECISION TREE 6 N DK16_75 - DECISION TREE 7 N DK17_75 - RANGE CARD C DK19_75 - LOW END N DK20_75 - HIGH END N DK21_75 - MIDPOINT (CALCULATED) N Q350 - D63.CURRENT INTEREST RATE CHARGED N X1216 Q351 - D64. INSTITUTION N X1217 Q354 - D65.OWE ON MORE IMPROVEMENT LOANS N X1218 Q355 - D65_1. AMOUNT OWED ON OTHER LOANS N X1219 DK5_76 - DECISION TREE TYPE N DK8_76 - RANGE CARD/RANGE N DK9_76 - RANGE FROM CARD? N DK10_76 - DECISION TREE 1 N DK11_76 - DECISION TREE 2 N DK12_76 - DECISION TREE 3 N DK13_76 - DECISION TREE 4 N DK14_76 - DECISION TREE 5 N DK15_76 - DECISION TREE 6 N DK16_76 - DECISION TREE 7 N DK17_76 - RANGE CARD C DK19_76 - LOW END N DK20_76 - HIGH END N DK21_76 - MIDPOINT (CALCULATED) N Q357 - D65_2. AMOUNT OF REGULAR PAYMENT N X1220 DK5_77 - DECISION TREE TYPE N DK8_77 - RANGE CARD/RANGE N DK9_77 - RANGE FROM CARD? N DK10_77 - DECISION TREE 1 N DK11_77 - DECISION TREE 2 N DK12_77 - DECISION TREE 3 N DK13_77 - DECISION TREE 4 N DK14_77 - DECISION TREE 5 N DK15_77 - DECISION TREE 6 N DK16_77 - DECISION TREE 7 N DK17_77 - RANGE CARD C DK19_77 - LOW END N DK20_77 - HIGH END N DK21_77 - MIDPOINT (CALCULATED) N Q359 - D65_2F. FREQUENCY OF REGULAR PMT N X1221 Q361 - D66. R LIVE ON FARM OR RANCH? N X1222 Q362 - D67.RENT ANY PORTION OF HOUSE/LOT N X1223 Q363 - D67_1.AMOUNT OF RENT COLLECTED N X1224 DK5_78 - DECISION TREE TYPE N DK8_78 - RANGE CARD/RANGE N DK9_78 - RANGE FROM CARD? N DK10_78 - DECISION TREE 1 N DK11_78 - DECISION TREE 2 N DK12_78 - DECISION TREE 3 N DK13_78 - DECISION TREE 4 N DK14_78 - DECISION TREE 5 N DK15_78 - DECISION TREE 6 N DK16_78 - DECISION TREE 7 N DK17_78 - RANGE CARD C DK19_78 - LOW END N DK20_78 - HIGH END N DK21_78 - MIDPOINT (CALCULATED) N Q365 - D67_1F. FREQ OF RENT COLLECTED N X1225 Q367 - E1. EVER SOLD RE AND LOANED MONEY N X1401 Q368 - E2. BUYER STILL OWE TO R? N X1402 Q369 - E2_1. HOW MANY LOANS OWED TO R? N X6687 Q371A1 - E3. LAND/MORTGAGE/ELSE N X1404 Q374A1 - E4. HOW MUCH OWED TO R N X1405 DK5_79 - DECISION TREE TYPE N DK8_79 - RANGE CARD/RANGE N DK9_79 - RANGE FROM CARD? N DK10_79 - DECISION TREE 1 N DK11_79 - DECISION TREE 2 N DK12_79 - DECISION TREE 3 N DK13_79 - DECISION TREE 4 N DK14_79 - DECISION TREE 5 N DK15_79 - DECISION TREE 6 N DK16_79 - DECISION TREE 7 N DK17_79 - RANGE CARD C DK19_79 - LOW END N DK20_79 - HIGH END N DK21_79 - MIDPOINT (CALCULATED) N Q376A1 - E5M. MONTH R LOANED TO BUYER N X1406 Q377A1 - E5Y. YEAR R LOANED TO BUYER N X1407 Q378A1 - E6. HOW MUCH LEND N X1408 DK5_80 - DECISION TREE TYPE N DK8_80 - RANGE CARD/RANGE N DK9_80 - RANGE FROM CARD? N DK10_80 - DECISION TREE 1 N DK11_80 - DECISION TREE 2 N DK12_80 - DECISION TREE 3 N DK13_80 - DECISION TREE 4 N DK14_80 - DECISION TREE 5 N DK15_80 - DECISION TREE 6 N DK16_80 - DECISION TREE 7 N DK17_80 - RANGE CARD C DK19_80 - LOW END N DK20_80 - HIGH END N DK21_80 - MIDPOINT (CALCULATED) N Q380A1 - E7. HOW MUCH BUYER STILL OWE R? N X1409 DK5_81 - DECISION TREE TYPE N DK8_81 - RANGE CARD/RANGE N DK9_81 - RANGE FROM CARD? N DK10_81 - DECISION TREE 1 N DK11_81 - DECISION TREE 2 N DK12_81 - DECISION TREE 3 N DK13_81 - DECISION TREE 4 N DK14_81 - DECISION TREE 5 N DK15_81 - DECISION TREE 6 N DK16_81 - DECISION TREE 7 N DK17_81 - RANGE CARD C DK19_81 - LOW END N DK20_81 - HIGH END N DK21_81 - MIDPOINT (CALCULATED) N Q382A1 - E8. AMOUNT OF PAYMENTS TO R N X1410 DK5_82 - DECISION TREE TYPE N DK8_82 - RANGE CARD/RANGE N DK9_82 - RANGE FROM CARD? N DK10_82 - DECISION TREE 1 N DK11_82 - DECISION TREE 2 N DK12_82 - DECISION TREE 3 N DK13_82 - DECISION TREE 4 N DK14_82 - DECISION TREE 5 N DK15_82 - DECISION TREE 6 N DK16_82 - DECISION TREE 7 N DK17_82 - RANGE CARD C DK19_82 - LOW END N DK20_82 - HIGH END N DK21_82 - MIDPOINT (CALCULATED) N Q384A1 - E8F. FREQUENCY OF PAYMENTS TO R N X1411 Q386A1 - E9. YEARS OR PAYMENTS N X1412A Q387A1 - E9YRS. NUMBER OF YEARS N X1412 Q388A1 - E9PAY. NUMBER OF PAYMENTS N X1413 Q389A1 - E10. PAY OFF OR BALLOON N X1414 Q390A1 - E10_1. BALLOON BALANCE N X1415 DK5_83 - DECISION TREE TYPE N DK8_83 - RANGE CARD/RANGE N DK9_83 - RANGE FROM CARD? N DK10_83 - DECISION TREE 1 N DK11_83 - DECISION TREE 2 N DK12_83 - DECISION TREE 3 N DK13_83 - DECISION TREE 4 N DK14_83 - DECISION TREE 5 N DK15_83 - DECISION TREE 6 N DK16_83 - DECISION TREE 7 N DK17_83 - RANGE CARD C DK19_83 - LOW END N DK20_83 - HIGH END N DK21_83 - MIDPOINT (CALCULATED) N Q392A1 - E11. R STILL OWE MONEY ON PROP? N X1416 Q393A1 - E11_1. AMOUNT R STILL OWES N X1417 DK5_84 - DECISION TREE TYPE N DK8_84 - RANGE CARD/RANGE N DK9_84 - RANGE FROM CARD? N DK10_84 - DECISION TREE 1 N DK11_84 - DECISION TREE 2 N DK12_84 - DECISION TREE 3 N DK13_84 - DECISION TREE 4 N DK14_84 - DECISION TREE 5 N DK15_84 - DECISION TREE 6 N DK16_84 - DECISION TREE 7 N DK17_84 - RANGE CARD C DK19_84 - LOW END N DK20_84 - HIGH END N DK21_84 - MIDPOINT (CALCULATED) N Q395A1 - E12. ANOTHER LOAN/LAND CONTRACT N X1418 Q371A2 - E3. LAND/MORTGAGE/ELSE N X1504 Q374A2 - E4. HOW MUCH OWED TO R N X1505 DK5_85 - DECISION TREE TYPE N DK8_85 - RANGE CARD/RANGE N DK9_85 - RANGE FROM CARD? N DK10_85 - DECISION TREE 1 N DK11_85 - DECISION TREE 2 N DK12_85 - DECISION TREE 3 N DK13_85 - DECISION TREE 4 N DK14_85 - DECISION TREE 5 N DK15_85 - DECISION TREE 6 N DK16_85 - DECISION TREE 7 N DK17_85 - RANGE CARD C DK19_85 - LOW END N DK20_85 - HIGH END N DK21_85 - MIDPOINT (CALCULATED) N Q376A2 - E5M. MONTH R LOANED TO BUYER N X1506 Q377A2 - E5Y. YEAR R LOANED TO BUYER N X1507 Q378A2 - E6. HOW MUCH LEND N X1508 DK5_86 - DECISION TREE TYPE N DK8_86 - RANGE CARD/RANGE N DK9_86 - RANGE FROM CARD? N DK10_86 - DECISION TREE 1 N DK11_86 - DECISION TREE 2 N DK12_86 - DECISION TREE 3 N DK13_86 - DECISION TREE 4 N DK14_86 - DECISION TREE 5 N DK15_86 - DECISION TREE 6 N DK16_86 - DECISION TREE 7 N DK17_86 - RANGE CARD C DK19_86 - LOW END N DK20_86 - HIGH END N DK21_86 - MIDPOINT (CALCULATED) N Q380A2 - E7. HOW MUCH BUYER STILL OWE R? N X1509 DK5_87 - DECISION TREE TYPE N DK8_87 - RANGE CARD/RANGE N DK9_87 - RANGE FROM CARD? N DK10_87 - DECISION TREE 1 N DK11_87 - DECISION TREE 2 N DK12_87 - DECISION TREE 3 N DK13_87 - DECISION TREE 4 N DK14_87 - DECISION TREE 5 N DK15_87 - DECISION TREE 6 N DK16_87 - DECISION TREE 7 N DK17_87 - RANGE CARD C DK19_87 - LOW END N DK20_87 - HIGH END N DK21_87 - MIDPOINT (CALCULATED) N Q382A2 - E8. AMOUNT OF PAYMENTS TO R N X1510 DK5_88 - DECISION TREE TYPE N DK8_88 - RANGE CARD/RANGE N DK9_88 - RANGE FROM CARD? N DK10_88 - DECISION TREE 1 N DK11_88 - DECISION TREE 2 N DK12_88 - DECISION TREE 3 N DK13_88 - DECISION TREE 4 N DK14_88 - DECISION TREE 5 N DK15_88 - DECISION TREE 6 N DK16_88 - DECISION TREE 7 N DK17_88 - RANGE CARD C DK19_88 - LOW END N DK20_88 - HIGH END N DK21_88 - MIDPOINT (CALCULATED) N Q384A2 - E8F. FREQUENCY OF PAYMENTS TO R N X1511 Q386A2 - E9. YEARS OR PAYMENTS N X1512A Q387A2 - E9YRS. NUMBER OF YEARS N X1512 Q388A2 - E9PAY. NUMBER OF PAYMENTS N X1513 Q389A2 - E10. PAY OFF OR BALLOON N X1514 Q390A2 - E10_1. BALLOON BALANCE N X1515 DK5_89 - DECISION TREE TYPE N DK8_89 - RANGE CARD/RANGE N DK9_89 - RANGE FROM CARD? N DK10_89 - DECISION TREE 1 N DK11_89 - DECISION TREE 2 N DK12_89 - DECISION TREE 3 N DK13_89 - DECISION TREE 4 N DK14_89 - DECISION TREE 5 N DK15_89 - DECISION TREE 6 N DK16_89 - DECISION TREE 7 N DK17_89 - RANGE CARD C DK19_89 - LOW END N DK20_89 - HIGH END N DK21_89 - MIDPOINT (CALCULATED) N Q392A2 - E11. R STILL OWE MONEY ON PROP? N X1516 Q393A2 - E11_1. AMOUNT R STILL OWES N X1517 DK5_90 - DECISION TREE TYPE N DK8_90 - RANGE CARD/RANGE N DK9_90 - RANGE FROM CARD? N DK10_90 - DECISION TREE 1 N DK11_90 - DECISION TREE 2 N DK12_90 - DECISION TREE 3 N DK13_90 - DECISION TREE 4 N DK14_90 - DECISION TREE 5 N DK15_90 - DECISION TREE 6 N DK16_90 - DECISION TREE 7 N DK17_90 - RANGE CARD C DK19_90 - LOW END N DK20_90 - HIGH END N DK21_90 - MIDPOINT (CALCULATED) N Q395A2 - E12. ANOTHER LOAN/LAND CONTRACT N X1518 Q371A3 - E3. LAND/MORTGAGE/ELSE N X1604 Q374A3 - E4. HOW MUCH OWED TO R N X1605 DK5_91 - DECISION TREE TYPE N DK8_91 - RANGE CARD/RANGE N DK9_91 - RANGE FROM CARD? N DK10_91 - DECISION TREE 1 N DK11_91 - DECISION TREE 2 N DK12_91 - DECISION TREE 3 N DK13_91 - DECISION TREE 4 N DK14_91 - DECISION TREE 5 N DK15_91 - DECISION TREE 6 N DK16_91 - DECISION TREE 7 N DK17_91 - RANGE CARD C DK19_91 - LOW END N DK20_91 - HIGH END N DK21_91 - MIDPOINT (CALCULATED) N Q376A3 - E5M. MONTH R LOANED TO BUYER N X1606 Q377A3 - E5Y. YEAR R LOANED TO BUYER N X1607 Q378A3 - E6. HOW MUCH LEND N X1608 DK5_92 - DECISION TREE TYPE N DK8_92 - RANGE CARD/RANGE N DK9_92 - RANGE FROM CARD? N DK10_92 - DECISION TREE 1 N DK11_92 - DECISION TREE 2 N DK12_92 - DECISION TREE 3 N DK13_92 - DECISION TREE 4 N DK14_92 - DECISION TREE 5 N DK15_92 - DECISION TREE 6 N DK16_92 - DECISION TREE 7 N DK17_92 - RANGE CARD C DK19_92 - LOW END N DK20_92 - HIGH END N DK21_92 - MIDPOINT (CALCULATED) N Q380A3 - E7. HOW MUCH BUYER STILL OWE R? N X1609 DK5_93 - DECISION TREE TYPE N DK8_93 - RANGE CARD/RANGE N DK9_93 - RANGE FROM CARD? N DK10_93 - DECISION TREE 1 N DK11_93 - DECISION TREE 2 N DK12_93 - DECISION TREE 3 N DK13_93 - DECISION TREE 4 N DK14_93 - DECISION TREE 5 N DK15_93 - DECISION TREE 6 N DK16_93 - DECISION TREE 7 N DK17_93 - RANGE CARD C DK19_93 - LOW END N DK20_93 - HIGH END N DK21_93 - MIDPOINT (CALCULATED) N Q382A3 - E8. AMOUNT OF PAYMENTS TO R N X1610 DK5_94 - DECISION TREE TYPE N DK8_94 - RANGE CARD/RANGE N DK9_94 - RANGE FROM CARD? N DK10_94 - DECISION TREE 1 N DK11_94 - DECISION TREE 2 N DK12_94 - DECISION TREE 3 N DK13_94 - DECISION TREE 4 N DK14_94 - DECISION TREE 5 N DK15_94 - DECISION TREE 6 N DK16_94 - DECISION TREE 7 N DK17_94 - RANGE CARD C DK19_94 - LOW END N DK20_94 - HIGH END N DK21_94 - MIDPOINT (CALCULATED) N Q384A3 - E8F. FREQUENCY OF PAYMENTS TO R N X1611 Q386A3 - E9. YEARS OR PAYMENTS N X1612A Q387A3 - E9YRS. NUMBER OF YEARS N X1612 Q388A3 - E9PAY. NUMBER OF PAYMENTS N X1613 Q389A3 - E10. PAY OFF OR BALLOON N X1614 Q390A3 - E10_1. BALLOON BALANCE N X1615 DK5_95 - DECISION TREE TYPE N DK8_95 - RANGE CARD/RANGE N DK9_95 - RANGE FROM CARD? N DK10_95 - DECISION TREE 1 N DK11_95 - DECISION TREE 2 N DK12_95 - DECISION TREE 3 N DK13_95 - DECISION TREE 4 N DK14_95 - DECISION TREE 5 N DK15_95 - DECISION TREE 6 N DK16_95 - DECISION TREE 7 N DK17_95 - RANGE CARD C DK19_95 - LOW END N DK20_95 - HIGH END N DK21_95 - MIDPOINT (CALCULATED) N Q392A3 - E11. R STILL OWE MONEY ON PROP? N X1616 Q393A3 - E11_1. AMOUNT R STILL OWES N X1617 DK5_96 - DECISION TREE TYPE N DK8_96 - RANGE CARD/RANGE N DK9_96 - RANGE FROM CARD? N DK10_96 - DECISION TREE 1 N DK11_96 - DECISION TREE 2 N DK12_96 - DECISION TREE 3 N DK13_96 - DECISION TREE 4 N DK14_96 - DECISION TREE 5 N DK15_96 - DECISION TREE 6 N DK16_96 - DECISION TREE 7 N DK17_96 - RANGE CARD C DK19_96 - LOW END N DK20_96 - HIGH END N DK21_96 - MIDPOINT (CALCULATED) N Q395A3 - E12. ANY OTHER LOANS BY R? N X1618 Q396 - E13. AMOUNT OWED TO R ON OTHERS N X1619 DK5_97 - DECISION TREE TYPE N DK8_97 - RANGE CARD/RANGE N DK9_97 - RANGE FROM CARD? N DK10_97 - DECISION TREE 1 N DK11_97 - DECISION TREE 2 N DK12_97 - DECISION TREE 3 N DK13_97 - DECISION TREE 4 N DK14_97 - DECISION TREE 5 N DK15_97 - DECISION TREE 6 N DK16_97 - DECISION TREE 7 N DK17_97 - RANGE CARD C DK19_97 - LOW END N DK20_97 - HIGH END N DK21_97 - MIDPOINT (CALCULATED) N Q398 - E13_1. R STILL OWE ANOTHER LOAN? N X1620 Q399 - E13_2. AMOUNT R OWES ON REMAINING N X1621 DK5_98 - DECISION TREE TYPE N DK8_98 - RANGE CARD/RANGE N DK9_98 - RANGE FROM CARD? N DK10_98 - DECISION TREE 1 N DK11_98 - DECISION TREE 2 N DK12_98 - DECISION TREE 3 N DK13_98 - DECISION TREE 4 N DK14_98 - DECISION TREE 5 N DK15_98 - DECISION TREE 6 N DK16_98 - DECISION TREE 7 N DK17_98 - RANGE CARD C DK19_98 - LOW END N DK20_98 - HIGH END N DK21_98 - MIDPOINT (CALCULATED) N Q401 - E14. OWN OTHER REAL ESTATE? N X1700 Q402 - E14_1. OWNED BY BUSINESS? N X7555 Q403 - E15. PROPERTIES W/INTEREST IN N X6688 Q406A1 - E17. OWNED BY R, JOINT, PARTNER N X1704 Q408A1 - E17_1. PERCENTAGE OWNED N X1705 Q409A1 - E18. WORTH IF SOLD TODAY N X1706 DK5_99 - DECISION TREE TYPE N DK8_99 - RANGE CARD/RANGE N DK9_99 - RANGE FROM CARD? N DK10_99 - DECISION TREE 1 N DK11_99 - DECISION TREE 2 N DK12_99 - DECISION TREE 3 N DK13_99 - DECISION TREE 4 N DK14_99 - DECISION TREE 5 N DK15_99 - DECISION TREE 6 N DK16_99 - DECISION TREE 7 N DK17_99 - RANGE CARD C DK19_99 - LOW END N DK20_99 - HIGH END N DK21_99 - MIDPOINT (CALCULATED) N Q411A1 - E19. GIFT/INHERIT OR R PURCHASE N X1710 Q412A1 - E19M.MONTH PURCHASED OTHER RE 1 N X1707 Q413A1 - E19Y.YEAR PURCHASED OTHER RE 1 N X1708 Q414A1 - E20. TOTAL PURHCASE PRICE N X1709 DK5_100 - DECISION TREE TYPE N DK8_100 - RANGE CARD/RANGE N DK9_100 - RANGE FROM CARD? N DK10_100 - DECISION TREE 1 N DK11_100 - DECISION TREE 2 N DK12_100 - DECISION TREE 3 N DK13_100 - DECISION TREE 4 N DK14_100 - DECISION TREE 5 N DK15_100 - DECISION TREE 6 N DK16_100 - DECISION TREE 7 N DK17_100 - RANGE CARD C DK19_100 - LOW END N DK20_100 - HIGH END N DK21_100 - MIDPOINT (CALCULATED) N Q416A1 - E21. ANY OUTSTANDING LOANS? N X1711 Q417A1 - E22. MONTH LOAN TAKEN OUT N X1712 Q418A1 - E22. YEAR LOAN TAKEN OUT N X1713 Q419A1 - E23. AMOUNT BORROWED/REFINANCED N X1714 DK5_101 - DECISION TREE TYPE N DK8_101 - RANGE CARD/RANGE N DK9_101 - RANGE FROM CARD? N DK10_101 - DECISION TREE 1 N DK11_101 - DECISION TREE 2 N DK12_101 - DECISION TREE 3 N DK13_101 - DECISION TREE 4 N DK14_101 - DECISION TREE 5 N DK15_101 - DECISION TREE 6 N DK16_101 - DECISION TREE 7 N DK17_101 - RANGE CARD C DK19_101 - LOW END N DK20_101 - HIGH END N DK21_101 - MIDPOINT (CALCULATED) N Q421A1 - E24. AMOUNT STILL OWED N X1715 DK5_102 - DECISION TREE TYPE N DK8_102 - RANGE CARD/RANGE N DK9_102 - RANGE FROM CARD? N DK10_102 - DECISION TREE 1 N DK11_102 - DECISION TREE 2 N DK12_102 - DECISION TREE 3 N DK13_102 - DECISION TREE 4 N DK14_102 - DECISION TREE 5 N DK15_102 - DECISION TREE 6 N DK16_102 - DECISION TREE 7 N DK17_102 - RANGE CARD C DK19_102 - LOW END N DK20_102 - HIGH END N DK21_102 - MIDPOINT (CALCULATED) N Q423A1 - E25. PAYMENTS OR YEARS? N X1716A Q424A1 - E25YRS. NUMBER OF YEARS N X1716 Q425A1 - E25PAY. NUMBER OF PAYMENTS N X1717 Q426A1 - E26. AMOUNT OF REGULAR PAYMENT N X1718 DK5_103 - DECISION TREE TYPE N DK8_103 - RANGE CARD/RANGE N DK9_103 - RANGE FROM CARD? N DK10_103 - DECISION TREE 1 N DK11_103 - DECISION TREE 2 N DK12_103 - DECISION TREE 3 N DK13_103 - DECISION TREE 4 N DK14_103 - DECISION TREE 5 N DK15_103 - DECISION TREE 6 N DK16_103 - DECISION TREE 7 N DK17_103 - RANGE CARD C DK19_103 - LOW END N DK20_103 - HIGH END N DK21_103 - MIDPOINT (CALCULATED) N Q428A1 - E26F. FREQ OF REGULAR PAYMENT N X1719 Q430A1 - E27. AMOUNT OF TYPICAL PAYMENT N X1723 DK5_104 - DECISION TREE TYPE N DK8_104 - RANGE CARD/RANGE N DK9_104 - RANGE FROM CARD? N DK10_104 - DECISION TREE 1 N DK11_104 - DECISION TREE 2 N DK12_104 - DECISION TREE 3 N DK13_104 - DECISION TREE 4 N DK14_104 - DECISION TREE 5 N DK15_104 - DECISION TREE 6 N DK16_104 - DECISION TREE 7 N DK17_104 - RANGE CARD C DK19_104 - LOW END N DK20_104 - HIGH END N DK21_104 - MIDPOINT (CALCULATED) N Q432A1 - E27F. FREQ OF TYPICAL PAYMENT N X1724 Q434A1 - E28. INCLUDE TAXES OR INSURANCE N X1720 Q435A1 - E29. REPAY OR BALLOON N X1721 Q436A1 - E29_1. AMOUNT OF BALLOON PMT N X1722 DK5_105 - DECISION TREE TYPE N DK8_105 - RANGE CARD/RANGE N DK9_105 - RANGE FROM CARD? N DK10_105 - DECISION TREE 1 N DK11_105 - DECISION TREE 2 N DK12_105 - DECISION TREE 3 N DK13_105 - DECISION TREE 4 N DK14_105 - DECISION TREE 5 N DK15_105 - DECISION TREE 6 N DK16_105 - DECISION TREE 7 N DK17_105 - RANGE CARD C DK19_105 - LOW END N DK20_105 - HIGH END N DK21_105 - MIDPOINT (CALCULATED) N Q438A1 - E30. AHEAD, BEHIND, OR ON SCHED N X7554 Q439A1 - E30_1. YEAR TO BE REPAID N X1725 Q440A1 - E31. ANNUAL INTEREST RATE N X1726 Q441A1 - E32. ADJUSTABLE RATE? N X1727 Q442A1 - E33. INSTITUTION N X1728 Q445A1 - E34. RECEIVE INCOME FROM PROP? N X1729 Q446A1 - E34_1. GROSS INCOME RECEIVED N X1730 DK5_106 - DECISION TREE TYPE N DK8_106 - RANGE CARD/RANGE N DK9_106 - RANGE FROM CARD? N DK10_106 - DECISION TREE 1 N DK11_106 - DECISION TREE 2 N DK12_106 - DECISION TREE 3 N DK13_106 - DECISION TREE 4 N DK14_106 - DECISION TREE 5 N DK15_106 - DECISION TREE 6 N DK16_106 - DECISION TREE 7 N DK17_106 - RANGE CARD C DK19_106 - LOW END N DK20_106 - HIGH END N DK21_106 - MIDPOINT (CALCULATED) N Q448A1 - E35. ANOTHER PROPERTY? N X1731 Q406A2 - E17. OWNED BY R, JOINT, PARTNER N X1804 Q408A2 - E17_1. PERCENTAGE OWNED N X1805 Q409A2 - E18. WORTH IF SOLD TODAY N X1806 DK5_107 - DECISION TREE TYPE N DK8_107 - RANGE CARD/RANGE N DK9_107 - RANGE FROM CARD? N DK10_107 - DECISION TREE 1 N DK11_107 - DECISION TREE 2 N DK12_107 - DECISION TREE 3 N DK13_107 - DECISION TREE 4 N DK14_107 - DECISION TREE 5 N DK15_107 - DECISION TREE 6 N DK16_107 - DECISION TREE 7 N DK17_107 - RANGE CARD C DK19_107 - LOW END N DK20_107 - HIGH END N DK21_107 - MIDPOINT (CALCULATED) N Q411A2 - E19. GIFT/INHERIT OR R PURCHASE N X1810 Q412A2 - E19M.MONTH PURCHASED OTHER RE 2 N X1807 Q413A2 - E19Y.YEAR PURCHASED OTHER RE 2 N X1808 Q414A2 - E20. TOTAL PURHCASE PRICE N X1809 DK5_108 - DECISION TREE TYPE N DK8_108 - RANGE CARD/RANGE N DK9_108 - RANGE FROM CARD? N DK10_108 - DECISION TREE 1 N DK11_108 - DECISION TREE 2 N DK12_108 - DECISION TREE 3 N DK13_108 - DECISION TREE 4 N DK14_108 - DECISION TREE 5 N DK15_108 - DECISION TREE 6 N DK16_108 - DECISION TREE 7 N DK17_108 - RANGE CARD C DK19_108 - LOW END N DK20_108 - HIGH END N DK21_108 - MIDPOINT (CALCULATED) N Q416A2 - E21. ANY OUTSTANDING LOANS? N X1811 Q417A2 - E22. MONTH LOAN TAKEN OUT N X1812 Q418A2 - E22. YEAR LOAN TAKEN OUT N X1813 Q419A2 - E23. AMOUNT BORROWED/REFINANCED N X1814 DK5_109 - DECISION TREE TYPE N DK8_109 - RANGE CARD/RANGE N DK9_109 - RANGE FROM CARD? N DK10_109 - DECISION TREE 1 N DK11_109 - DECISION TREE 2 N DK12_109 - DECISION TREE 3 N DK13_109 - DECISION TREE 4 N DK14_109 - DECISION TREE 5 N DK15_109 - DECISION TREE 6 N DK16_109 - DECISION TREE 7 N DK17_109 - RANGE CARD C DK19_109 - LOW END N DK20_109 - HIGH END N DK21_109 - MIDPOINT (CALCULATED) N Q421A2 - E24. AMOUNT STILL OWED N X1815 DK5_110 - DECISION TREE TYPE N DK8_110 - RANGE CARD/RANGE N DK9_110 - RANGE FROM CARD? N DK10_110 - DECISION TREE 1 N DK11_110 - DECISION TREE 2 N DK12_110 - DECISION TREE 3 N DK13_110 - DECISION TREE 4 N DK14_110 - DECISION TREE 5 N DK15_110 - DECISION TREE 6 N DK16_110 - DECISION TREE 7 N DK17_110 - RANGE CARD C DK19_110 - LOW END N DK20_110 - HIGH END N DK21_110 - MIDPOINT (CALCULATED) N Q423A2 - E25. PAYMENTS OR YEARS? N X1816A Q424A2 - E25YRS. NUMBER OF YEARS N X1816 Q425A2 - E25PAY. NUMBER OF PAYMENTS N X1817 Q426A2 - E26. AMOUNT OF REGULAR PAYMENT N X1818 DK5_111 - DECISION TREE TYPE N DK8_111 - RANGE CARD/RANGE N DK9_111 - RANGE FROM CARD? N DK10_111 - DECISION TREE 1 N DK11_111 - DECISION TREE 2 N DK12_111 - DECISION TREE 3 N DK13_111 - DECISION TREE 4 N DK14_111 - DECISION TREE 5 N DK15_111 - DECISION TREE 6 N DK16_111 - DECISION TREE 7 N DK17_111 - RANGE CARD C DK19_111 - LOW END N DK20_111 - HIGH END N DK21_111 - MIDPOINT (CALCULATED) N Q428A2 - E26F. FREQ OF REGULAR PAYMENT N X1819 Q430A2 - E27. AMOUNT OF TYPICAL PAYMENT N X1823 DK5_112 - DECISION TREE TYPE N DK8_112 - RANGE CARD/RANGE N DK9_112 - RANGE FROM CARD? N DK10_112 - DECISION TREE 1 N DK11_112 - DECISION TREE 2 N DK12_112 - DECISION TREE 3 N DK13_112 - DECISION TREE 4 N DK14_112 - DECISION TREE 5 N DK15_112 - DECISION TREE 6 N DK16_112 - DECISION TREE 7 N DK17_112 - RANGE CARD C DK19_112 - LOW END N DK20_112 - HIGH END N DK21_112 - MIDPOINT (CALCULATED) N Q432A2 - E27F. FREQ OF TYPICAL PAYMENT N X1824 Q434A2 - E28. INCLUDE TAXES OR INSURANCE N X1820 Q435A2 - E29. REPAY OR BALLOON N X1821 Q436A2 - E29_1. AMOUNT OF BALLOON PMT N X1822 DK5_113 - DECISION TREE TYPE N DK8_113 - RANGE CARD/RANGE N DK9_113 - RANGE FROM CARD? N DK10_113 - DECISION TREE 1 N DK11_113 - DECISION TREE 2 N DK12_113 - DECISION TREE 3 N DK13_113 - DECISION TREE 4 N DK14_113 - DECISION TREE 5 N DK15_113 - DECISION TREE 6 N DK16_113 - DECISION TREE 7 N DK17_113 - RANGE CARD C DK19_113 - LOW END N DK20_113 - HIGH END N DK21_113 - MIDPOINT (CALCULATED) N Q438A2 - E30. AHEAD, BEHIND, OR ON SCHED N X7553 Q439A2 - E30_1. YEAR TO BE REPAID N X1825 Q440A2 - E31. ANNUAL INTEREST RATE N X1826 Q441A2 - E32. ADJUSTABLE RATE? N X1827 Q442A2 - E33. INSTITUTION N X1828 Q445A2 - E34. RECEIVE INCOME FROM PR0P? N X1829 Q446A2 - E34_1. GROSS INCOME RECEIVED N X1830 DK5_114 - DECISION TREE TYPE N DK8_114 - RANGE CARD/RANGE N DK9_114 - RANGE FROM CARD? N DK10_114 - DECISION TREE 1 N DK11_114 - DECISION TREE 2 N DK12_114 - DECISION TREE 3 N DK13_114 - DECISION TREE 4 N DK14_114 - DECISION TREE 5 N DK15_114 - DECISION TREE 6 N DK16_114 - DECISION TREE 7 N DK17_114 - RANGE CARD C DK19_114 - LOW END N DK20_114 - HIGH END N DK21_114 - MIDPOINT (CALCULATED) N Q448A2 - E35. ANOTHER PROPERTY? N X1831 Q406A3 - E17. OWNED BY R, JOINT, PARTNER N X1904 Q408A3 - E17_1. PERCENTAGE OWNED N X1905 Q409A3 - E18. WORTH IF SOLD TODAY N X1906 DK5_115 - DECISION TREE TYPE N DK8_115 - RANGE CARD/RANGE N DK9_115 - RANGE FROM CARD? N DK10_115 - DECISION TREE 1 N DK11_115 - DECISION TREE 2 N DK12_115 - DECISION TREE 3 N DK13_115 - DECISION TREE 4 N DK14_115 - DECISION TREE 5 N DK15_115 - DECISION TREE 6 N DK16_115 - DECISION TREE 7 N DK17_115 - RANGE CARD C DK19_115 - LOW END N DK20_115 - HIGH END N DK21_115 - MIDPOINT (CALCULATED) N Q411A3 - E19. GIFT/INHERIT OR R PURCHASE N X1910 Q412A3 - E19M.MONTH PURCHASED OTHER RE 3 N X1907 Q413A3 - E19Y.YEAR PURCHASED OTHER RE 3 N X1908 Q414A3 - E20. TOTAL PURHCASE PRICE N X1909 DK5_116 - DECISION TREE TYPE N DK8_116 - RANGE CARD/RANGE N DK9_116 - RANGE FROM CARD? N DK10_116 - DECISION TREE 1 N DK11_116 - DECISION TREE 2 N DK12_116 - DECISION TREE 3 N DK13_116 - DECISION TREE 4 N DK14_116 - DECISION TREE 5 N DK15_116 - DECISION TREE 6 N DK16_116 - DECISION TREE 7 N DK17_116 - RANGE CARD C DK19_116 - LOW END N DK20_116 - HIGH END N DK21_116 - MIDPOINT (CALCULATED) N Q416A3 - E21. ANY OUTSTANDING LOANS? N X1911 Q417A3 - E22. MONTH LOAN TAKEN OUT N X1912 Q418A3 - E22. YEAR LOAN TAKEN OUT N X1913 Q419A3 - E23. AMOUNT BORROWED/REFINANCED N X1914 DK5_117 - DECISION TREE TYPE N DK8_117 - RANGE CARD/RANGE N DK9_117 - RANGE FROM CARD? N DK10_117 - DECISION TREE 1 N DK11_117 - DECISION TREE 2 N DK12_117 - DECISION TREE 3 N DK13_117 - DECISION TREE 4 N DK14_117 - DECISION TREE 5 N DK15_117 - DECISION TREE 6 N DK16_117 - DECISION TREE 7 N DK17_117 - RANGE CARD C DK19_117 - LOW END N DK20_117 - HIGH END N DK21_117 - MIDPOINT (CALCULATED) N Q421A3 - E24. AMOUNT STILL OWED N X1915 DK5_118 - DECISION TREE TYPE N DK8_118 - RANGE CARD/RANGE N DK9_118 - RANGE FROM CARD? N DK10_118 - DECISION TREE 1 N DK11_118 - DECISION TREE 2 N DK12_118 - DECISION TREE 3 N DK13_118 - DECISION TREE 4 N DK14_118 - DECISION TREE 5 N DK15_118 - DECISION TREE 6 N DK16_118 - DECISION TREE 7 N DK17_118 - RANGE CARD C DK19_118 - LOW END N DK20_118 - HIGH END N DK21_118 - MIDPOINT (CALCULATED) N Q423A3 - E25. PAYMENTS OR YEARS? N X1916A Q424A3 - E25YRS. NUMBER OF YEARS N X1916 Q425A3 - E25PAY. NUMBER OF PAYMENTS N X1917 Q426A3 - E26. AMOUNT OF REGULAR PAYMENT N X1918 DK5_119 - DECISION TREE TYPE N DK8_119 - RANGE CARD/RANGE N DK9_119 - RANGE FROM CARD? N DK10_119 - DECISION TREE 1 N DK11_119 - DECISION TREE 2 N DK12_119 - DECISION TREE 3 N DK13_119 - DECISION TREE 4 N DK14_119 - DECISION TREE 5 N DK15_119 - DECISION TREE 6 N DK16_119 - DECISION TREE 7 N DK17_119 - RANGE CARD C DK19_119 - LOW END N DK20_119 - HIGH END N DK21_119 - MIDPOINT (CALCULATED) N Q428A3 - E26F. FREQ OF REGULAR PAYMENT N X1919 Q430A3 - E27. AMOUNT OF TYPICAL PAYMENT N X1923 DK5_120 - DECISION TREE TYPE N DK8_120 - RANGE CARD/RANGE N DK9_120 - RANGE FROM CARD? N DK10_120 - DECISION TREE 1 N DK11_120 - DECISION TREE 2 N DK12_120 - DECISION TREE 3 N DK13_120 - DECISION TREE 4 N DK14_120 - DECISION TREE 5 N DK15_120 - DECISION TREE 6 N DK16_120 - DECISION TREE 7 N DK17_120 - RANGE CARD C DK19_120 - LOW END N DK20_120 - HIGH END N DK21_120 - MIDPOINT (CALCULATED) N Q432A3 - E27F. FREQ OF TYPICAL PAYMENT N X1924 Q434A3 - E28. INCLUDE TAXES OR INSURANCE N X1920 Q435A3 - E29. REPAY OR BALLOON N X1921 Q436A3 - E29_1. AMOUNT OF BALLOON PMT N X1922 DK5_121 - DECISION TREE TYPE N DK8_121 - RANGE CARD/RANGE N DK9_121 - RANGE FROM CARD? N DK10_121 - DECISION TREE 1 N DK11_121 - DECISION TREE 2 N DK12_121 - DECISION TREE 3 N DK13_121 - DECISION TREE 4 N DK14_121 - DECISION TREE 5 N DK15_121 - DECISION TREE 6 N DK16_121 - DECISION TREE 7 N DK17_121 - RANGE CARD C DK19_121 - LOW END N DK20_121 - HIGH END N DK21_121 - MIDPOINT (CALCULATED) N Q438A3 - E30. AHEAD, BEHIND, OR ON SCHED N X7552 Q439A3 - E30_1. YEAR TO BE REPAID N X1925 Q440A3 - E31. ANNUAL INTEREST RATE N X1926 Q441A3 - E32. ADJUSTABLE RATE? N X1927 Q442A3 - E33. INSTITUTION N X1928 Q445A3 - E34. RECEIVE INCOME FROM PROP? N X1929 Q446A3 - E34_1. GROSS INCOME RECEIVED N X1930 DK5_122 - DECISION TREE TYPE N DK8_122 - RANGE CARD/RANGE N DK9_122 - RANGE FROM CARD? N DK10_122 - DECISION TREE 1 N DK11_122 - DECISION TREE 2 N DK12_122 - DECISION TREE 3 N DK13_122 - DECISION TREE 4 N DK14_122 - DECISION TREE 5 N DK15_122 - DECISION TREE 6 N DK16_122 - DECISION TREE 7 N DK17_122 - RANGE CARD C DK19_122 - LOW END N DK20_122 - HIGH END N DK21_122 - MIDPOINT (CALCULATED) N Q448A3 - E35. ANOTHER PROPERTY? N X1931 Q449 - E36. ANY PROPS VACATION HOMES? N X2001 Q450 - E36_1. VACATION HOME WORTH N X2002 DK5_123 - DECISION TREE TYPE N DK8_123 - RANGE CARD/RANGE N DK9_123 - RANGE FROM CARD? N DK10_123 - DECISION TREE 1 N DK11_123 - DECISION TREE 2 N DK12_123 - DECISION TREE 3 N DK13_123 - DECISION TREE 4 N DK14_123 - DECISION TREE 5 N DK15_123 - DECISION TREE 6 N DK16_123 - DECISION TREE 7 N DK17_123 - RANGE CARD C DK19_123 - LOW END N DK20_123 - HIGH END N DK21_123 - MIDPOINT (CALCULATED) N Q452 - E36_2.GIFT/INHERIT OR R PURCHASE? N X2004 Q453 - E36_2AMT. PURCHASE PRICE -VA HOME N X2003 DK5_124 - DECISION TREE TYPE N DK8_124 - RANGE CARD/RANGE N DK9_124 - RANGE FROM CARD? N DK10_124 - DECISION TREE 1 N DK11_124 - DECISION TREE 2 N DK12_124 - DECISION TREE 3 N DK13_124 - DECISION TREE 4 N DK14_124 - DECISION TREE 5 N DK15_124 - DECISION TREE 6 N DK16_124 - DECISION TREE 7 N DK17_124 - RANGE CARD C DK19_124 - LOW END N DK20_124 - HIGH END N DK21_124 - MIDPOINT (CALCULATED) N Q455 - E36_3. ANY MORTGAGES OUTSTANDING? N X2005 Q456 - E36_4. TOTAL AMOUNT OWED -VA HOME N X2006 DK5_125 - DECISION TREE TYPE N DK8_125 - RANGE CARD/RANGE N DK9_125 - RANGE FROM CARD? N DK10_125 - DECISION TREE 1 N DK11_125 - DECISION TREE 2 N DK12_125 - DECISION TREE 3 N DK13_125 - DECISION TREE 4 N DK14_125 - DECISION TREE 5 N DK15_125 - DECISION TREE 6 N DK16_125 - DECISION TREE 7 N DK17_125 - RANGE CARD C DK19_125 - LOW END N DK20_125 - HIGH END N DK21_125 - MIDPOINT (CALCULATED) N Q458 - E36_5. REG PMT VAC HOME MORTGAGE N X2007 DK5_126 - DECISION TREE TYPE N DK8_126 - RANGE CARD/RANGE N DK9_126 - RANGE FROM CARD? N DK10_126 - DECISION TREE 1 N DK11_126 - DECISION TREE 2 N DK12_126 - DECISION TREE 3 N DK13_126 - DECISION TREE 4 N DK14_126 - DECISION TREE 5 N DK15_126 - DECISION TREE 6 N DK16_126 - DECISION TREE 7 N DK17_126 - RANGE CARD C DK19_126 - LOW END N DK20_126 - HIGH END N DK21_126 - MIDPOINT (CALCULATED) N Q460 - E36_5F. FREQ PMT ON VAC HOME MORT N X2008 Q462 - E36_6. RECEIVE INCOME FROM V HOME N X2009 Q463 - E36_7. AMT INCOME FROM VAC HOME N X2010 DK5_127 - DECISION TREE TYPE N DK8_127 - RANGE CARD/RANGE N DK9_127 - RANGE FROM CARD? N DK10_127 - DECISION TREE 1 N DK11_127 - DECISION TREE 2 N DK12_127 - DECISION TREE 3 N DK13_127 - DECISION TREE 4 N DK14_127 - DECISION TREE 5 N DK15_127 - DECISION TREE 6 N DK16_127 - DECISION TREE 7 N DK17_127 - RANGE CARD C DK19_127 - LOW END N DK20_127 - HIGH END N DK21_127 - MIDPOINT (CALCULATED) N Q465 - E36_8. ANY REMAINING PROPERTIES? N X2011 Q466 - E37. REMAINING PROPERTIES WORTH N X2012 DK5_128 - DECISION TREE TYPE N DK8_128 - RANGE CARD/RANGE N DK9_128 - RANGE FROM CARD? N DK10_128 - DECISION TREE 1 N DK11_128 - DECISION TREE 2 N DK12_128 - DECISION TREE 3 N DK13_128 - DECISION TREE 4 N DK14_128 - DECISION TREE 5 N DK15_128 - DECISION TREE 6 N DK16_128 - DECISION TREE 7 N DK17_128 - RANGE CARD C DK19_128 - LOW END N DK20_128 - HIGH END N DK21_128 - MIDPOINT (CALCULATED) N Q468 - E37_1.GIFT/INHERIT OR R PURCHASE? N X2014 Q469 - E37_1. REMAIN PROP PURCHASE PRICE N X2013 DK5_129 - DECISION TREE TYPE N DK8_129 - RANGE CARD/RANGE N DK9_129 - RANGE FROM CARD? N DK10_129 - DECISION TREE 1 N DK11_129 - DECISION TREE 2 N DK12_129 - DECISION TREE 3 N DK13_129 - DECISION TREE 4 N DK14_129 - DECISION TREE 5 N DK15_129 - DECISION TREE 6 N DK16_129 - DECISION TREE 7 N DK17_129 - RANGE CARD C DK19_129 - LOW END N DK20_129 - HIGH END N DK21_129 - MIDPOINT (CALCULATED) N Q471 - E37_2. ANY LOANS ON REMAINING? N X2015 Q472 - E37_3. TOTAL AMOUNT OWED ON OTHER N X2016 DK5_130 - DECISION TREE TYPE N DK8_130 - RANGE CARD/RANGE N DK9_130 - RANGE FROM CARD? N DK10_130 - DECISION TREE 1 N DK11_130 - DECISION TREE 2 N DK12_130 - DECISION TREE 3 N DK13_130 - DECISION TREE 4 N DK14_130 - DECISION TREE 5 N DK15_130 - DECISION TREE 6 N DK16_130 - DECISION TREE 7 N DK17_130 - RANGE CARD C DK19_130 - LOW END N DK20_130 - HIGH END N DK21_130 - MIDPOINT (CALCULATED) N Q474 - E37_4. AMT OF PMTS ON MORT/LOANS N X2017 DK5_131 - DECISION TREE TYPE N DK8_131 - RANGE CARD/RANGE N DK9_131 - RANGE FROM CARD? N DK10_131 - DECISION TREE 1 N DK11_131 - DECISION TREE 2 N DK12_131 - DECISION TREE 3 N DK13_131 - DECISION TREE 4 N DK14_131 - DECISION TREE 5 N DK15_131 - DECISION TREE 6 N DK16_131 - DECISION TREE 7 N DK17_131 - RANGE CARD C DK19_131 - LOW END N DK20_131 - HIGH END N DK21_131 - MIDPOINT (CALCULATED) N Q476 - E37_4F.FREQUENCY OF PAYMENTS N X2018 Q478 - E37_5. RECD INCOME FROM REMAIN P? N X2019 Q479 - E37_6. GROSS INCOME RECEIVED N X2020 DK5_132 - DECISION TREE TYPE N DK8_132 - RANGE CARD/RANGE N DK9_132 - RANGE FROM CARD? N DK10_132 - DECISION TREE 1 N DK11_132 - DECISION TREE 2 N DK12_132 - DECISION TREE 3 N DK13_132 - DECISION TREE 4 N DK14_132 - DECISION TREE 5 N DK15_132 - DECISION TREE 6 N DK16_132 - DECISION TREE 7 N DK17_132 - RANGE CARD C DK19_132 - LOW END N DK20_132 - HIGH END N DK21_132 - MIDPOINT (CALCULATED) N Q481 - F1. R OPERATE FARM BUS ON PROP? N X3101 Q482 - F2. HOW MANY FARM BUSINESSES? N X6719 Q484 - F3. OWN/SHARE OWNERSHIP ANY BUS? N X3103 Q485 - F4. R HAVE ACTIVE MANAGEMENT ROLE N X3104 Q486 - F4_1. HOW MANY ACTIVE MANAGE BUS? N X6689 Q491A1 - F6. BUY, START, INHERIT, GIVEN? N X3108 Q493A1 - F8. YEAR BUSINESS STARTED N X3110 Q494A1 - F9. NUMBER OF EMP INCLUDING R N X3111 Q495A1 - F9_1. CHECKPOINT -R LIVE ALONE? N X3112 Q496A1B1 - F9_2. WHICH FAM MEMBERS WORK N X3113A Q496A1B2 - F9_2. WHICH FAM MEMBERS WORK N X3114A Q496A1B3 - F9_2. WHICH FAM MEMBERS WORK N X3115A Q496A1B4 - F9_2. WHICH FAM MEMBERS WORK N X3116A Q496A1B5 - F9_2. WHICH FAM MEMBERS WORK N X3117A Q499A1 - F9_3. HOW MANY HOURS FAM WORK? N X3118 Q500A1 - F9_4. TYPE OF CORPORATION N X3119 Q502A1 - F10. PERSONAL ASSETS COLLATERAL N X3120 Q503A1 - F10_05. COLLAT, GUARANTEE, BOTH N X7144 Q504A1 - F10_1. AMOUNT GUARANTEED N X3121 DK5_133 - DECISION TREE TYPE N DK8_133 - RANGE CARD/RANGE N DK9_133 - RANGE FROM CARD? N DK10_133 - DECISION TREE 1 N DK11_133 - DECISION TREE 2 N DK12_133 - DECISION TREE 3 N DK13_133 - DECISION TREE 4 N DK14_133 - DECISION TREE 5 N DK15_133 - DECISION TREE 6 N DK16_133 - DECISION TREE 7 N DK17_133 - RANGE CARD C DK19_133 - LOW END N DK20_133 - HIGH END N DK21_133 - MIDPOINT (CALCULATED) N Q506A1 - F10_2. RECORD EARLIER? N X3122 Q507A1 - F10_3. WHICH LOAN? N X7551 Q509A1 - F11. DOES BUSINESS OWE YOU? N X3123 Q510A1 - F11_1. AMOUNT OWED TO R BY BUS N X3124 DK5_134 - DECISION TREE TYPE N DK8_134 - RANGE CARD/RANGE N DK9_134 - RANGE FROM CARD? N DK10_134 - DECISION TREE 1 N DK11_134 - DECISION TREE 2 N DK12_134 - DECISION TREE 3 N DK13_134 - DECISION TREE 4 N DK14_134 - DECISION TREE 5 N DK15_134 - DECISION TREE 6 N DK16_134 - DECISION TREE 7 N DK17_134 - RANGE CARD C DK19_134 - LOW END N DK20_134 - HIGH END N DK21_134 - MIDPOINT (CALCULATED) N Q512A1 - F12. R OWE BUSINESS MONEY? N X3125 Q513A1 - F12_1. AMOUNT R OWES BUSINESS N X3126 DK5_135 - DECISION TREE TYPE N DK8_135 - RANGE CARD/RANGE N DK9_135 - RANGE FROM CARD? N DK10_135 - DECISION TREE 1 N DK11_135 - DECISION TREE 2 N DK12_135 - DECISION TREE 3 N DK13_135 - DECISION TREE 4 N DK14_135 - DECISION TREE 5 N DK15_135 - DECISION TREE 6 N DK16_135 - DECISION TREE 7 N DK17_135 - RANGE CARD C DK19_135 - LOW END N DK20_135 - HIGH END N DK21_135 - MIDPOINT (CALCULATED) N Q515A1 - F12_2. RECORD LOAN FROM B EARLY N X3127 Q516A1 - F12_3. WHICH PREV RECORDED LOAN N X7548 Q518A1 - F13. WHAT PERCENT OF BUS R OWN N X3128 Q519A1 - F14. NET WORTH OF BUS SHARE N X3129 DK5_136 - DECISION TREE TYPE N DK8_136 - RANGE CARD/RANGE N DK9_136 - RANGE FROM CARD? N DK10_136 - DECISION TREE 1 N DK11_136 - DECISION TREE 2 N DK12_136 - DECISION TREE 3 N DK13_136 - DECISION TREE 4 N DK14_136 - DECISION TREE 5 N DK15_136 - DECISION TREE 6 N DK16_136 - DECISION TREE 7 N DK17_136 - RANGE CARD C DK19_136 - LOW END N DK20_136 - HIGH END N DK21_136 - MIDPOINT (CALCULATED) N Q521A1 - F15. IF SOLD, WHAT COST BASIS N X3130 DK5_137 - DECISION TREE TYPE N DK8_137 - RANGE CARD/RANGE N DK9_137 - RANGE FROM CARD? N DK10_137 - DECISION TREE 1 N DK11_137 - DECISION TREE 2 N DK12_137 - DECISION TREE 3 N DK13_137 - DECISION TREE 4 N DK14_137 - DECISION TREE 5 N DK15_137 - DECISION TREE 6 N DK16_137 - DECISION TREE 7 N DK17_137 - RANGE CARD C DK19_137 - LOW END N DK20_137 - HIGH END N DK21_137 - MIDPOINT (CALCULATED) N Q523A1 - F16. GROSS RECEIPTS N X3131 DK5_138 - DECISION TREE TYPE N DK8_138 - RANGE CARD/RANGE N DK9_138 - RANGE FROM CARD? N DK10_138 - DECISION TREE 1 N DK11_138 - DECISION TREE 2 N DK12_138 - DECISION TREE 3 N DK13_138 - DECISION TREE 4 N DK14_138 - DECISION TREE 5 N DK15_138 - DECISION TREE 6 N DK16_138 - DECISION TREE 7 N DK17_138 - RANGE CARD C DK19_138 - LOW END N DK20_138 - HIGH END N DK21_138 - MIDPOINT (CALCULATED) N Q525A1 - F17. BUS TOTAL NET INCOME IN 94 N X3132 DK5_139 - DECISION TREE TYPE N DK8_139 - RANGE CARD/RANGE N DK9_139 - RANGE FROM CARD? N DK10_139 - DECISION TREE 1 N DK11_139 - DECISION TREE 2 N DK12_139 - DECISION TREE 3 N DK13_139 - DECISION TREE 4 N DK14_139 - DECISION TREE 5 N DK15_139 - DECISION TREE 6 N DK16_139 - DECISION TREE 7 N DK17_139 - RANGE CARD C DK19_139 - LOW END N DK20_139 - HIGH END N DK21_139 - MIDPOINT (CALCULATED) N Q527A1 - F19. ANOTHER BUSINESS? N X3134 Q491A2 - F6. BUY, START, INHERIT, GIVEN N X3208 Q493A2 - F8. YEAR BUSINESS STARTED N X3210 Q494A2 - F9. # OF EMPLOYEES INCLUDING R N X3211 Q495A2 - F9_1. CHECKPOINT- R LIVE ALONE? N X3212 Q496A2B1 - F9_2. WHICH FAM MEMBERS WORK N X3213A Q496A2B2 - F9_2. WHICH FAM MEMBERS WORK N X3214A Q496A2B3 - F9_2. WHICH FAM MEMBERS WORK N X3215A Q496A2B4 - F9_2. WHICH FAM MEMBERS WORK N X3216A Q496A2B5 - F9_2. WHICH FAM MEMBERS WORK N X3217A Q499A2 - F9_3. HOW MANY HOURS FAM WORK? N X3218 Q500A2 - F9_4. TYPE OF CORPORATION N X3219 Q502A2 - F10. PERSONAL ASSETS AS COLLAT? N X3220 Q503A2 - F10_05. COLLAT, GUARANTEE, BOTH N X7145 Q504A2 - F10_1. AMOUNT GUARANTEED N X3221 DK5_140 - DECISION TREE TYPE N DK8_140 - RANGE CARD/RANGE N DK9_140 - RANGE FROM CARD? N DK10_140 - DECISION TREE 1 N DK11_140 - DECISION TREE 2 N DK12_140 - DECISION TREE 3 N DK13_140 - DECISION TREE 4 N DK14_140 - DECISION TREE 5 N DK15_140 - DECISION TREE 6 N DK16_140 - DECISION TREE 7 N DK17_140 - RANGE CARD C DK19_140 - LOW END N DK20_140 - HIGH END N DK21_140 - MIDPOINT (CALCULATED) N Q506A2 - F10_2. RECORD EARLIER? N X3222 Q507A2 - F10_3. WHICH LOAN? N X7550 Q509A2 - F11. DOES BUSINESS OWE YOU? N X3223 Q510A2 - F11_1. AMT OWED TO R BY BUS 2 N X3224 DK5_141 - DECISION TREE TYPE N DK8_141 - RANGE CARD/RANGE N DK9_141 - RANGE FROM CARD? N DK10_141 - DECISION TREE 1 N DK11_141 - DECISION TREE 2 N DK12_141 - DECISION TREE 3 N DK13_141 - DECISION TREE 4 N DK14_141 - DECISION TREE 5 N DK15_141 - DECISION TREE 6 N DK16_141 - DECISION TREE 7 N DK17_141 - RANGE CARD C DK19_141 - LOW END N DK20_141 - HIGH END N DK21_141 - MIDPOINT (CALCULATED) N Q512A2 - F12. R OWE BUSINESS 2 MONEY? N X3225 Q513A2 - F12_1. AMOUNT R OWES BUSINESS 2 N X3226 DK5_142 - DECISION TREE TYPE N DK8_142 - RANGE CARD/RANGE N DK9_142 - RANGE FROM CARD? N DK10_142 - DECISION TREE 1 N DK11_142 - DECISION TREE 2 N DK12_142 - DECISION TREE 3 N DK13_142 - DECISION TREE 4 N DK14_142 - DECISION TREE 5 N DK15_142 - DECISION TREE 6 N DK16_142 - DECISION TREE 7 N DK17_142 - RANGE CARD C DK19_142 - LOW END N DK20_142 - HIGH END N DK21_142 - MIDPOINT (CALCULATED) N Q515A2 - F12_2. RECORD LOAN FROM B EARLY N X3227 Q516A2 - F12_3. WHICH PREV RECORDED LOAN N X7547 Q518A2 - F13. WHAT PERCENT OF BUS R OWN? N X3228 Q519A2 - F14. NET WORTH OF BUS 2 SHARE N X3229 DK5_143 - DECISION TREE TYPE N DK8_143 - RANGE CARD/RANGE N DK9_143 - RANGE FROM CARD? N DK10_143 - DECISION TREE 1 N DK11_143 - DECISION TREE 2 N DK12_143 - DECISION TREE 3 N DK13_143 - DECISION TREE 4 N DK14_143 - DECISION TREE 5 N DK15_143 - DECISION TREE 6 N DK16_143 - DECISION TREE 7 N DK17_143 - RANGE CARD C DK19_143 - LOW END N DK20_143 - HIGH END N DK21_143 - MIDPOINT (CALCULATED) N Q521A2 - F15. IF SOLD, WHAT COST BASIS N X3230 DK5_144 - DECISION TREE TYPE N DK8_144 - RANGE CARD/RANGE N DK9_144 - RANGE FROM CARD? N DK10_144 - DECISION TREE 1 N DK11_144 - DECISION TREE 2 N DK12_144 - DECISION TREE 3 N DK13_144 - DECISION TREE 4 N DK14_144 - DECISION TREE 5 N DK15_144 - DECISION TREE 6 N DK16_144 - DECISION TREE 7 N DK17_144 - RANGE CARD C DK19_144 - LOW END N DK20_144 - HIGH END N DK21_144 - MIDPOINT (CALCULATED) N Q523A2 - F16. GROSS RECEIPTS N X3231 DK5_145 - DECISION TREE TYPE N DK8_145 - RANGE CARD/RANGE N DK9_145 - RANGE FROM CARD? N DK10_145 - DECISION TREE 1 N DK11_145 - DECISION TREE 2 N DK12_145 - DECISION TREE 3 N DK13_145 - DECISION TREE 4 N DK14_145 - DECISION TREE 5 N DK15_145 - DECISION TREE 6 N DK16_145 - DECISION TREE 7 N DK17_145 - RANGE CARD C DK19_145 - LOW END N DK20_145 - HIGH END N DK21_145 - MIDPOINT (CALCULATED) N Q525A2 - F17. BUS 2 TOTAL NET INCOME 94 N X3232 DK5_146 - DECISION TREE TYPE N DK8_146 - RANGE CARD/RANGE N DK9_146 - RANGE FROM CARD? N DK10_146 - DECISION TREE 1 N DK11_146 - DECISION TREE 2 N DK12_146 - DECISION TREE 3 N DK13_146 - DECISION TREE 4 N DK14_146 - DECISION TREE 5 N DK15_146 - DECISION TREE 6 N DK16_146 - DECISION TREE 7 N DK17_146 - RANGE CARD C DK19_146 - LOW END N DK20_146 - HIGH END N DK21_146 - MIDPOINT (CALCULATED) N Q527A2 - F19. ANOTHER BUSINESS? N X3234 Q491A3 - F6. BUY, START, INHERIT, GIVEN N X3308 Q493A3 - F8. YEAR BUSINESS STARTED N X3310 Q494A3 - F9. NUMBER OF EMP INCLUDING R N X3311 Q495A3 - F9_1. CHECKPOINT- R LIVE ALONE? N X3312 Q496A3B1 - F9_2. WHICH FAM MEMBERS WORK N X3313A Q496A3B2 - F9_2. WHICH FAM MEMBERS WORK N X3314A Q496A3B3 - F9_2. WHICH FAM MEMBERS WORK N X3315A Q496A3B4 - F9_2. WHICH FAM MEMBERS WORK N X3316A Q496A3B5 - F9_2. WHICH FAM MEMBERS WORK N X3317A Q499A3 - F9_3. HOW MANY HOURS FAM WORK? N X3318 Q500A3 - F9_4. TYPE OF CORPORATION N X3319 Q502A3 - F10. PERSONAL ASSETS AS COLLAT? N X3320 Q503A3 - F10_05. COLLAT, GUARANTEE, BOTH N X7146 Q504A3 - F10_1. AMOUNT GUARANTEED N X3321 DK5_147 - DECISION TREE TYPE N DK8_147 - RANGE CARD/RANGE N DK9_147 - RANGE FROM CARD? N DK10_147 - DECISION TREE 1 N DK11_147 - DECISION TREE 2 N DK12_147 - DECISION TREE 3 N DK13_147 - DECISION TREE 4 N DK14_147 - DECISION TREE 5 N DK15_147 - DECISION TREE 6 N DK16_147 - DECISION TREE 7 N DK17_147 - RANGE CARD C DK19_147 - LOW END N DK20_147 - HIGH END N DK21_147 - MIDPOINT (CALCULATED) N Q506A3 - F10_2. RECORD EARLIER? N X3322 Q507A3 - F10_3. WHICH LOAN? N X7549 Q509A3 - F11. DOES BUSINESS OWE YOU? N X3323 Q510A3 - F11_1. AMT OWED TO R BY BUS 3 N X3324 DK5_148 - DECISION TREE TYPE N DK8_148 - RANGE CARD/RANGE N DK9_148 - RANGE FROM CARD? N DK10_148 - DECISION TREE 1 N DK11_148 - DECISION TREE 2 N DK12_148 - DECISION TREE 3 N DK13_148 - DECISION TREE 4 N DK14_148 - DECISION TREE 5 N DK15_148 - DECISION TREE 6 N DK16_148 - DECISION TREE 7 N DK17_148 - RANGE CARD C DK19_148 - LOW END N DK20_148 - HIGH END N DK21_148 - MIDPOINT (CALCULATED) N Q512A3 - F12. R OWE BUSINESS MONEY? N X3325 Q513A3 - F12_1. AMOUNT R OWES BUSINESS N X3326 DK5_149 - DECISION TREE TYPE N DK8_149 - RANGE CARD/RANGE N DK9_149 - RANGE FROM CARD? N DK10_149 - DECISION TREE 1 N DK11_149 - DECISION TREE 2 N DK12_149 - DECISION TREE 3 N DK13_149 - DECISION TREE 4 N DK14_149 - DECISION TREE 5 N DK15_149 - DECISION TREE 6 N DK16_149 - DECISION TREE 7 N DK17_149 - RANGE CARD C DK19_149 - LOW END N DK20_149 - HIGH END N DK21_149 - MIDPOINT (CALCULATED) N Q515A3 - F12_2. RECORD LOAN FROM B EARLY N X3327 Q516A3 - F12_3. WHICH PREV RECORDED LOAN N X7546 Q518A3 - F13. WHAT PERCENT OF BUS R OWN? N X3328 Q519A3 - F14. NET WORTH OF BUS 3 SHARE N X3329 DK5_150 - DECISION TREE TYPE N DK8_150 - RANGE CARD/RANGE N DK9_150 - RANGE FROM CARD? N DK10_150 - DECISION TREE 1 N DK11_150 - DECISION TREE 2 N DK12_150 - DECISION TREE 3 N DK13_150 - DECISION TREE 4 N DK14_150 - DECISION TREE 5 N DK15_150 - DECISION TREE 6 N DK16_150 - DECISION TREE 7 N DK17_150 - RANGE CARD C DK19_150 - LOW END N DK20_150 - HIGH END N DK21_150 - MIDPOINT (CALCULATED) N Q521A3 - F15. IF SOLD, WHAT COST BASIS N X3330 DK5_151 - DECISION TREE TYPE N DK8_151 - RANGE CARD/RANGE N DK9_151 - RANGE FROM CARD? N DK10_151 - DECISION TREE 1 N DK11_151 - DECISION TREE 2 N DK12_151 - DECISION TREE 3 N DK13_151 - DECISION TREE 4 N DK14_151 - DECISION TREE 5 N DK15_151 - DECISION TREE 6 N DK16_151 - DECISION TREE 7 N DK17_151 - RANGE CARD C DK19_151 - LOW END N DK20_151 - HIGH END N DK21_151 - MIDPOINT (CALCULATED) N Q523A3 - F16. GROSS RECEIPTS N X3331 DK5_152 - DECISION TREE TYPE N DK8_152 - RANGE CARD/RANGE N DK9_152 - RANGE FROM CARD? N DK10_152 - DECISION TREE 1 N DK11_152 - DECISION TREE 2 N DK12_152 - DECISION TREE 3 N DK13_152 - DECISION TREE 4 N DK14_152 - DECISION TREE 5 N DK15_152 - DECISION TREE 6 N DK16_152 - DECISION TREE 7 N DK17_152 - RANGE CARD C DK19_152 - LOW END N DK20_152 - HIGH END N DK21_152 - MIDPOINT (CALCULATED) N Q525A3 - F17. BUS 3 TOTAL NET INCOME 94 N X3332 DK5_153 - DECISION TREE TYPE N DK8_153 - RANGE CARD/RANGE N DK9_153 - RANGE FROM CARD? N DK10_153 - DECISION TREE 1 N DK11_153 - DECISION TREE 2 N DK12_153 - DECISION TREE 3 N DK13_153 - DECISION TREE 4 N DK14_153 - DECISION TREE 5 N DK15_153 - DECISION TREE 6 N DK16_153 - DECISION TREE 7 N DK17_153 - RANGE CARD C DK19_153 - LOW END N DK20_153 - HIGH END N DK21_153 - MIDPOINT (CALCULATED) N Q527A3 - F19. ANY OTHER BUSINESSES? N X3334 Q528 - F19_1. REMAINING BUSINESSES WORTH N X3335 DK5_154 - DECISION TREE TYPE N DK8_154 - RANGE CARD/RANGE N DK9_154 - RANGE FROM CARD? N DK10_154 - DECISION TREE 1 N DK11_154 - DECISION TREE 2 N DK12_154 - DECISION TREE 3 N DK13_154 - DECISION TREE 4 N DK14_154 - DECISION TREE 5 N DK15_154 - DECISION TREE 6 N DK16_154 - DECISION TREE 7 N DK17_154 - RANGE CARD C DK19_154 - LOW END N DK20_154 - HIGH END N DK21_154 - MIDPOINT (CALCULATED) N Q530 - F19_2. IF SOLD, WHAT COST BASIS N X3336 DK5_155 - DECISION TREE TYPE N DK8_155 - RANGE CARD/RANGE N DK9_155 - RANGE FROM CARD? N DK10_155 - DECISION TREE 1 N DK11_155 - DECISION TREE 2 N DK12_155 - DECISION TREE 3 N DK13_155 - DECISION TREE 4 N DK14_155 - DECISION TREE 5 N DK15_155 - DECISION TREE 6 N DK16_155 - DECISION TREE 7 N DK17_155 - RANGE CARD C DK19_155 - LOW END N DK20_155 - HIGH END N DK21_155 - MIDPOINT (CALCULATED) N Q532 - F19_3. TOT NET INC REMAINING BUS N X3337 DK5_156 - DECISION TREE TYPE N DK8_156 - RANGE CARD/RANGE N DK9_156 - RANGE FROM CARD? N DK10_156 - DECISION TREE 1 N DK11_156 - DECISION TREE 2 N DK12_156 - DECISION TREE 3 N DK13_156 - DECISION TREE 4 N DK14_156 - DECISION TREE 5 N DK15_156 - DECISION TREE 6 N DK16_156 - DECISION TREE 7 N DK17_156 - RANGE CARD C DK19_156 - LOW END N DK20_156 - HIGH END N DK21_156 - MIDPOINT (CALCULATED) N Q534 - F20. ANY BUS, NOT ACTIVELY MANAGE N X3401 Q535 - F20_1. HOW MANY W/NO R ACT MANAGE N X3402 Q536 - F20_2. TYPE OF CORPORATION N X3403 Q538 - F20_3. WORTH OF SHARE N X3404 DK5_157 - DECISION TREE TYPE N DK8_157 - RANGE CARD/RANGE N DK9_157 - RANGE FROM CARD? N DK10_157 - DECISION TREE 1 N DK11_157 - DECISION TREE 2 N DK12_157 - DECISION TREE 3 N DK13_157 - DECISION TREE 4 N DK14_157 - DECISION TREE 5 N DK15_157 - DECISION TREE 6 N DK16_157 - DECISION TREE 7 N DK17_157 - RANGE CARD C DK19_157 - LOW END N DK20_157 - HIGH END N DK21_157 - MIDPOINT (CALCULATED) N Q540 - F20_4. IF SOLD, WHAT COST BASIS N X3405 DK5_158 - DECISION TREE TYPE N DK8_158 - RANGE CARD/RANGE N DK9_158 - RANGE FROM CARD? N DK10_158 - DECISION TREE 1 N DK11_158 - DECISION TREE 2 N DK12_158 - DECISION TREE 3 N DK13_158 - DECISION TREE 4 N DK14_158 - DECISION TREE 5 N DK15_158 - DECISION TREE 6 N DK16_158 - DECISION TREE 7 N DK17_158 - RANGE CARD C DK19_158 - LOW END N DK20_158 - HIGH END N DK21_158 - MIDPOINT (CALCULATED) N Q542 - F20_5. TOT NET INC NON-ACTIVE MAN N X3406 DK5_159 - DECISION TREE TYPE N DK8_159 - RANGE CARD/RANGE N DK9_159 - RANGE FROM CARD? N DK10_159 - DECISION TREE 1 N DK11_159 - DECISION TREE 2 N DK12_159 - DECISION TREE 3 N DK13_159 - DECISION TREE 4 N DK14_159 - DECISION TREE 5 N DK15_159 - DECISION TREE 6 N DK16_159 - DECISION TREE 7 N DK17_159 - RANGE CARD C DK19_159 - LOW END N DK20_159 - HIGH END N DK21_159 - MIDPOINT (CALCULATED) N Q545A1 - F21. ANY NON-ACT LTD PARTNERSHP N X3407 Q549A1 - F22. LTD PARTNER SHARE WORTH N X3408 DK5_160 - DECISION TREE TYPE N DK8_160 - RANGE CARD/RANGE N DK9_160 - RANGE FROM CARD? N DK10_160 - DECISION TREE 1 N DK11_160 - DECISION TREE 2 N DK12_160 - DECISION TREE 3 N DK13_160 - DECISION TREE 4 N DK14_160 - DECISION TREE 5 N DK15_160 - DECISION TREE 6 N DK16_160 - DECISION TREE 7 N DK17_160 - RANGE CARD C DK19_160 - LOW END N DK20_160 - HIGH END N DK21_160 - MIDPOINT (CALCULATED) N Q551A1 - F23. LTD PTNR COST BASIS? N X3409 DK5_161 - DECISION TREE TYPE N DK8_161 - RANGE CARD/RANGE N DK9_161 - RANGE FROM CARD? N DK10_161 - DECISION TREE 1 N DK11_161 - DECISION TREE 2 N DK12_161 - DECISION TREE 3 N DK13_161 - DECISION TREE 4 N DK14_161 - DECISION TREE 5 N DK15_161 - DECISION TREE 6 N DK16_161 - DECISION TREE 7 N DK17_161 - RANGE CARD C DK19_161 - LOW END N DK20_161 - HIGH END N DK21_161 - MIDPOINT (CALCULATED) N Q553A1 - F24. TOTAL NET INCOME LTD PTNR N X3410 DK5_162 - DECISION TREE TYPE N DK8_162 - RANGE CARD/RANGE N DK9_162 - RANGE FROM CARD? N DK10_162 - DECISION TREE 1 N DK11_162 - DECISION TREE 2 N DK12_162 - DECISION TREE 3 N DK13_162 - DECISION TREE 4 N DK14_162 - DECISION TREE 5 N DK15_162 - DECISION TREE 6 N DK16_162 - DECISION TREE 7 N DK17_162 - RANGE CARD C DK19_162 - LOW END N DK20_162 - HIGH END N DK21_162 - MIDPOINT (CALCULATED) N Q545A2 - F21. ANY NON-ACT OTH PARTNERSHP N X3411 Q549A2 - F22. OTHER PARTNER SHARE WORTH? N X3412 DK5_163 - DECISION TREE TYPE N DK8_163 - RANGE CARD/RANGE N DK9_163 - RANGE FROM CARD? N DK10_163 - DECISION TREE 1 N DK11_163 - DECISION TREE 2 N DK12_163 - DECISION TREE 3 N DK13_163 - DECISION TREE 4 N DK14_163 - DECISION TREE 5 N DK15_163 - DECISION TREE 6 N DK16_163 - DECISION TREE 7 N DK17_163 - RANGE CARD C DK19_163 - LOW END N DK20_163 - HIGH END N DK21_163 - MIDPOINT (CALCULATED) N Q551A2 - F23. OTH PTNRSP COST BASIS? N X3413 DK5_164 - DECISION TREE TYPE N DK8_164 - RANGE CARD/RANGE N DK9_164 - RANGE FROM CARD? N DK10_164 - DECISION TREE 1 N DK11_164 - DECISION TREE 2 N DK12_164 - DECISION TREE 3 N DK13_164 - DECISION TREE 4 N DK14_164 - DECISION TREE 5 N DK15_164 - DECISION TREE 6 N DK16_164 - DECISION TREE 7 N DK17_164 - RANGE CARD C DK19_164 - LOW END N DK20_164 - HIGH END N DK21_164 - MIDPOINT (CALCULATED) N Q553A2 - F24. TOTAL NET INCOME OTH PTNR N X3414 DK5_165 - DECISION TREE TYPE N DK8_165 - RANGE CARD/RANGE N DK9_165 - RANGE FROM CARD? N DK10_165 - DECISION TREE 1 N DK11_165 - DECISION TREE 2 N DK12_165 - DECISION TREE 3 N DK13_165 - DECISION TREE 4 N DK14_165 - DECISION TREE 5 N DK15_165 - DECISION TREE 6 N DK16_165 - DECISION TREE 7 N DK17_165 - RANGE CARD C DK19_165 - LOW END N DK20_165 - HIGH END N DK21_165 - MIDPOINT (CALCULATED) N Q545A3 - F21. ANY NON-ACT SUBCHAPTER S N X3415 Q549A3 - F22. SUBCHAPTER S SHARE WORTH? N X3416 DK5_166 - DECISION TREE TYPE N DK8_166 - RANGE CARD/RANGE N DK9_166 - RANGE FROM CARD? N DK10_166 - DECISION TREE 1 N DK11_166 - DECISION TREE 2 N DK12_166 - DECISION TREE 3 N DK13_166 - DECISION TREE 4 N DK14_166 - DECISION TREE 5 N DK15_166 - DECISION TREE 6 N DK16_166 - DECISION TREE 7 N DK17_166 - RANGE CARD C DK19_166 - LOW END N DK20_166 - HIGH END N DK21_166 - MIDPOINT (CALCULATED) N Q551A3 - F23. COST BASIS SUBCHAPTER S N X3417 DK5_167 - DECISION TREE TYPE N DK8_167 - RANGE CARD/RANGE N DK9_167 - RANGE FROM CARD? N DK10_167 - DECISION TREE 1 N DK11_167 - DECISION TREE 2 N DK12_167 - DECISION TREE 3 N DK13_167 - DECISION TREE 4 N DK14_167 - DECISION TREE 5 N DK15_167 - DECISION TREE 6 N DK16_167 - DECISION TREE 7 N DK17_167 - RANGE CARD C DK19_167 - LOW END N DK20_167 - HIGH END N DK21_167 - MIDPOINT (CALCULATED) N Q553A3 - F24. TOTAL NET INCOME SUBCHAP S N X3418 DK5_168 - DECISION TREE TYPE N DK8_168 - RANGE CARD/RANGE N DK9_168 - RANGE FROM CARD? N DK10_168 - DECISION TREE 1 N DK11_168 - DECISION TREE 2 N DK12_168 - DECISION TREE 3 N DK13_168 - DECISION TREE 4 N DK14_168 - DECISION TREE 5 N DK15_168 - DECISION TREE 6 N DK16_168 - DECISION TREE 7 N DK17_168 - RANGE CARD C DK19_168 - LOW END N DK20_168 - HIGH END N DK21_168 - MIDPOINT (CALCULATED) N Q545A4 - F21. ANY NON-ACTIVE OTHER CORPS N X3419 Q549A4 - F22. OTHER CORP SHARE WORTH N X3420 DK5_169 - DECISION TREE TYPE N DK8_169 - RANGE CARD/RANGE N DK9_169 - RANGE FROM CARD? N DK10_169 - DECISION TREE 1 N DK11_169 - DECISION TREE 2 N DK12_169 - DECISION TREE 3 N DK13_169 - DECISION TREE 4 N DK14_169 - DECISION TREE 5 N DK15_169 - DECISION TREE 6 N DK16_169 - DECISION TREE 7 N DK17_169 - RANGE CARD C DK19_169 - LOW END N DK20_169 - HIGH END N DK21_169 - MIDPOINT (CALCULATED) N Q551A4 - F23. COST BASIS OTHER CORP? N X3421 DK5_170 - DECISION TREE TYPE N DK8_170 - RANGE CARD/RANGE N DK9_170 - RANGE FROM CARD? N DK10_170 - DECISION TREE 1 N DK11_170 - DECISION TREE 2 N DK12_170 - DECISION TREE 3 N DK13_170 - DECISION TREE 4 N DK14_170 - DECISION TREE 5 N DK15_170 - DECISION TREE 6 N DK16_170 - DECISION TREE 7 N DK17_170 - RANGE CARD C DK19_170 - LOW END N DK20_170 - HIGH END N DK21_170 - MIDPOINT (CALCULATED) N Q553A4 - F24. TOTAL NET INCOME OTH CORPS N X3422 DK5_171 - DECISION TREE TYPE N DK8_171 - RANGE CARD/RANGE N DK9_171 - RANGE FROM CARD? N DK10_171 - DECISION TREE 1 N DK11_171 - DECISION TREE 2 N DK12_171 - DECISION TREE 3 N DK13_171 - DECISION TREE 4 N DK14_171 - DECISION TREE 5 N DK15_171 - DECISION TREE 6 N DK16_171 - DECISION TREE 7 N DK17_171 - RANGE CARD C DK19_171 - LOW END N DK20_171 - HIGH END N DK21_171 - MIDPOINT (CALCULATED) N Q545A5 - F21. ANY NON-ACTIVE SOLE PROP N X3423 Q549A5 - F22. SOLE PROP SHARE WORTH N X3424 DK5_172 - DECISION TREE TYPE N DK8_172 - RANGE CARD/RANGE N DK9_172 - RANGE FROM CARD? N DK10_172 - DECISION TREE 1 N DK11_172 - DECISION TREE 2 N DK12_172 - DECISION TREE 3 N DK13_172 - DECISION TREE 4 N DK14_172 - DECISION TREE 5 N DK15_172 - DECISION TREE 6 N DK16_172 - DECISION TREE 7 N DK17_172 - RANGE CARD C DK19_172 - LOW END N DK20_172 - HIGH END N DK21_172 - MIDPOINT (CALCULATED) N Q551A5 - F23. COST BASIS SOLE PROP? N X3425 DK5_173 - DECISION TREE TYPE N DK8_173 - RANGE CARD/RANGE N DK9_173 - RANGE FROM CARD? N DK10_173 - DECISION TREE 1 N DK11_173 - DECISION TREE 2 N DK12_173 - DECISION TREE 3 N DK13_173 - DECISION TREE 4 N DK14_173 - DECISION TREE 5 N DK15_173 - DECISION TREE 6 N DK16_173 - DECISION TREE 7 N DK17_173 - RANGE CARD C DK19_173 - LOW END N DK20_173 - HIGH END N DK21_173 - MIDPOINT (CALCULATED) N Q553A5 - F24. TOTAL NET INCOME SOLE PROP N X3426 DK5_174 - DECISION TREE TYPE N DK8_174 - RANGE CARD/RANGE N DK9_174 - RANGE FROM CARD? N DK10_174 - DECISION TREE 1 N DK11_174 - DECISION TREE 2 N DK12_174 - DECISION TREE 3 N DK13_174 - DECISION TREE 4 N DK14_174 - DECISION TREE 5 N DK15_174 - DECISION TREE 6 N DK16_174 - DECISION TREE 7 N DK17_174 - RANGE CARD C DK19_174 - LOW END N DK20_174 - HIGH END N DK21_174 - MIDPOINT (CALCULATED) N Q545A6 - F21. ANY NON-ACTIVE OTHER TYPES N X3427 Q549A6 - F22. OTHER TYPE SHARE WORTH? N X3428 DK5_175 - DECISION TREE TYPE N DK8_175 - RANGE CARD/RANGE N DK9_175 - RANGE FROM CARD? N DK10_175 - DECISION TREE 1 N DK11_175 - DECISION TREE 2 N DK12_175 - DECISION TREE 3 N DK13_175 - DECISION TREE 4 N DK14_175 - DECISION TREE 5 N DK15_175 - DECISION TREE 6 N DK16_175 - DECISION TREE 7 N DK17_175 - RANGE CARD C DK19_175 - LOW END N DK20_175 - HIGH END N DK21_175 - MIDPOINT (CALCULATED) N Q551A6 - F23. COST BASIS OTHER TYPE? N X3429 DK5_176 - DECISION TREE TYPE N DK8_176 - RANGE CARD/RANGE N DK9_176 - RANGE FROM CARD? N DK10_176 - DECISION TREE 1 N DK11_176 - DECISION TREE 2 N DK12_176 - DECISION TREE 3 N DK13_176 - DECISION TREE 4 N DK14_176 - DECISION TREE 5 N DK15_176 - DECISION TREE 6 N DK16_176 - DECISION TREE 7 N DK17_176 - RANGE CARD C DK19_176 - LOW END N DK20_176 - HIGH END N DK21_176 - MIDPOINT (CALCULATED) N Q553A6 - F24. TOTAL NET INCOME OTH TYPE N X3430 DK5_177 - DECISION TREE TYPE N DK8_177 - RANGE CARD/RANGE N DK9_177 - RANGE FROM CARD? N DK10_177 - DECISION TREE 1 N DK11_177 - DECISION TREE 2 N DK12_177 - DECISION TREE 3 N DK13_177 - DECISION TREE 4 N DK14_177 - DECISION TREE 5 N DK15_177 - DECISION TREE 6 N DK16_177 - DECISION TREE 7 N DK17_177 - RANGE CARD C DK19_177 - LOW END N DK20_177 - HIGH END N DK21_177 - MIDPOINT (CALCULATED) N Q555 - F25. EVER ACTIVE MANAGEME THESE? N X7545 Q556 - G24. ANY VEHIC PROVIDED BY BUSIN? N X2501 Q557 - G1_1. NUMBER BUS VEHIC REG USED N X2502 Q558 - G1_2. ANY VEHICLES LEASED BY BUS? N X7149 Q559 - G2. ANY VEHICLES LEASED PERSONAL? N X2101 Q560 - G2_1. NUMBER PERSONAL LEASE N X6690 Q562A1 - G3. WHAT MODEL YEAR N X2104 Q564A1A - G4. MAKE/MODEL LEASED VEHICLE C X2103A Q564A1B - G4. MODEL OF VEHICLE C X2103B Q565A1 - G5. AMOUNT OF LEASE PAYMENT N X2105 DK5_178 - DECISION TREE TYPE N DK8_178 - RANGE CARD/RANGE N DK9_178 - RANGE FROM CARD? N DK10_178 - DECISION TREE 1 N DK11_178 - DECISION TREE 2 N DK12_178 - DECISION TREE 3 N DK13_178 - DECISION TREE 4 N DK14_178 - DECISION TREE 5 N DK15_178 - DECISION TREE 6 N DK16_178 - DECISION TREE 7 N DK17_178 - RANGE CARD C DK19_178 - LOW END N DK20_178 - HIGH END N DK21_178 - MIDPOINT (CALCULATED) N Q567A1 - G5F. FREQUENCY OF LEASE PAYMENT N X2106 Q569A1 - G5_1. YEARS OR MONTHS FOR LEASE N X2107A Q570A1 - G5_1. NUMBER OF YEARS LEASED N X2107 Q571A1 - G5_1. NUMBER OF MONTHS LEASED N X2108 Q572A1 - G6. ANOTHER LEASED VEHICLE? N X2109 Q562A2 - G3. WHAT MODEL YEAR N X2111 Q564A2A - G4. MAKE/MODEL OF LEASED VEHIC2 C X2110A Q564A2B - G4. MODEL OF VEHICLE C X2110B Q565A2 - G5. AMT OF LEASE PMT VEHIC 2 N X2112 DK5_179 - DECISION TREE TYPE N DK8_179 - RANGE CARD/RANGE N DK9_179 - RANGE FROM CARD? N DK10_179 - DECISION TREE 1 N DK11_179 - DECISION TREE 2 N DK12_179 - DECISION TREE 3 N DK13_179 - DECISION TREE 4 N DK14_179 - DECISION TREE 5 N DK15_179 - DECISION TREE 6 N DK16_179 - DECISION TREE 7 N DK17_179 - RANGE CARD C DK19_179 - LOW END N DK20_179 - HIGH END N DK21_179 - MIDPOINT (CALCULATED) N Q567A2 - G5F. FREQ LEASE PMT VEHIC 2 N X2113 Q569A2 - G5_1. YEARS OR MONTHS FOR LEASE N X2114A Q570A2 - G5_1. NUMBER OF YEARS LEASED N X2114 Q571A2 - G5_1. NUMBER OF MONTHS LEASED N X2115 Q572A2 - G6. ANOTHER LEASED VEHICLE? N X2116 Q573 - G6_1. TOT AMT OF OTHER LEASE PMTS N X2117 DK5_180 - DECISION TREE TYPE N DK8_180 - RANGE CARD/RANGE N DK9_180 - RANGE FROM CARD? N DK10_180 - DECISION TREE 1 N DK11_180 - DECISION TREE 2 N DK12_180 - DECISION TREE 3 N DK13_180 - DECISION TREE 4 N DK14_180 - DECISION TREE 5 N DK15_180 - DECISION TREE 6 N DK16_180 - DECISION TREE 7 N DK17_180 - RANGE CARD C DK19_180 - LOW END N DK20_180 - HIGH END N DK21_180 - MIDPOINT (CALCULATED) N Q575 - G6_1F. FREQ OF OTHER LEASE PMTS N X2118 Q577 - G7. ANY CARS, TRUCKS, VANS, JEEPS N X2201 Q578 - G7_1. HOW MANY VEHICLES OWN N X6691 Q580A1 - G8. TYPE OF VEHICLE N X2203 Q582A1 - G10. WHAT MODEL YEAR N X2205 Q584A1A - G9. MAKE/MODEL OF VEHICLE C X2204A Q584A1B - G9. MODEL OF VEHICLE C X2204B Q585A1 - G11. BOUGHT NEW OR USED? N X7543 Q586A1 - G11_1. WHAT YEAR BOUGHT N X7540 Q587A1 - G12. MONEY STILL OWED N X2206 Q588A1 - G13. MONTH LOAN TAKEN OUT N X2207 Q589A1 - G13. YEAR LOAN TAKEN OUT N X2208 Q590A1 - G14. HOW MUCH BORROWED N X2209 DK5_181 - DECISION TREE TYPE N DK8_181 - RANGE CARD/RANGE N DK9_181 - RANGE FROM CARD? N DK10_181 - DECISION TREE 1 N DK11_181 - DECISION TREE 2 N DK12_181 - DECISION TREE 3 N DK13_181 - DECISION TREE 4 N DK14_181 - DECISION TREE 5 N DK15_181 - DECISION TREE 6 N DK16_181 - DECISION TREE 7 N DK17_181 - RANGE CARD C DK19_181 - LOW END N DK20_181 - HIGH END N DK21_181 - MIDPOINT (CALCULATED) N Q592A1 - G15. REG INSTALL OR OTHER TYPE N X2210 Q593A1 - G16. AGREED TO YEARS OR PMTS N X2212A Q594A1 - G16YRS. NUMBER OF YEARS N X2212 Q595A1 - G16PAY. NUMBER OF PAYMENTS N X2211 Q596A1 - G17. AMT OF REG PMT CAR LOAN 1 N X2213 DK5_182 - DECISION TREE TYPE N DK8_182 - RANGE CARD/RANGE N DK9_182 - RANGE FROM CARD? N DK10_182 - DECISION TREE 1 N DK11_182 - DECISION TREE 2 N DK12_182 - DECISION TREE 3 N DK13_182 - DECISION TREE 4 N DK14_182 - DECISION TREE 5 N DK15_182 - DECISION TREE 6 N DK16_182 - DECISION TREE 7 N DK17_182 - RANGE CARD C DK19_182 - LOW END N DK20_182 - HIGH END N DK21_182 - MIDPOINT (CALCULATED) N Q598A1 - G17F. FREQUENCY OF REGULAR PMT N X7537 Q600A1 - G18. AMOUNT OF TYPICAL PAYMENT N X2214 DK5_183 - DECISION TREE TYPE N DK8_183 - RANGE CARD/RANGE N DK9_183 - RANGE FROM CARD? N DK10_183 - DECISION TREE 1 N DK11_183 - DECISION TREE 2 N DK12_183 - DECISION TREE 3 N DK13_183 - DECISION TREE 4 N DK14_183 - DECISION TREE 5 N DK15_183 - DECISION TREE 6 N DK16_183 - DECISION TREE 7 N DK17_183 - RANGE CARD C DK19_183 - LOW END N DK20_183 - HIGH END N DK21_183 - MIDPOINT (CALCULATED) N Q602A1 - G18F. FREQUENCY OF TYPICAL PMT N X2215 Q604A1 - G18_1. ON, AHEAD, BEHIND SCHED? N X7534 Q605A1 - G19. MONTH LOAN TO BE REPAID N X2216 Q606A1 - G19. YEAR LOAN TO BE REPAID N X2217 Q607A1 - G20. HOW MUCH STILL OWED N X2218 DK5_184 - DECISION TREE TYPE N DK8_184 - RANGE CARD/RANGE N DK9_184 - RANGE FROM CARD? N DK10_184 - DECISION TREE 1 N DK11_184 - DECISION TREE 2 N DK12_184 - DECISION TREE 3 N DK13_184 - DECISION TREE 4 N DK14_184 - DECISION TREE 5 N DK15_184 - DECISION TREE 6 N DK16_184 - DECISION TREE 7 N DK17_184 - RANGE CARD C DK19_184 - LOW END N DK20_184 - HIGH END N DK21_184 - MIDPOINT (CALCULATED) N Q609A1 - G21. CURRENT APR N X2219 Q610A1 - G22. LOAN INSTITUTION ON CARD N X2220 Q613A1 - G23. OWN ANOTHER VEHICLE? N X2221 Q580A2 - G8. TYPE OF VEHICLE N X2303 Q582A2 - G10. WHAT MODEL YEAR N X2305 Q584A2A - G9. MAKE/MODEL OF VEHICLE C X2304A Q584A2B - G9. MODEL OF VEHICLE C X2304B Q585A2 - G11. BOUGHT NEW OR USED? N X7542 Q586A2 - G11_1. WHAT YEAR BOUGHT N X7539 Q587A2 - G12. MONEY STILL OWED N X2306 Q588A2 - G13. MONTH LOAN TAKEN OUT N X2307 Q589A2 - G13. YEAR LOAN TAKEN OUT N X2308 Q590A2 - G14. HOW MUCH BORROWED N X2309 DK5_185 - DECISION TREE TYPE N DK8_185 - RANGE CARD/RANGE N DK9_185 - RANGE FROM CARD? N DK10_185 - DECISION TREE 1 N DK11_185 - DECISION TREE 2 N DK12_185 - DECISION TREE 3 N DK13_185 - DECISION TREE 4 N DK14_185 - DECISION TREE 5 N DK15_185 - DECISION TREE 6 N DK16_185 - DECISION TREE 7 N DK17_185 - RANGE CARD C DK19_185 - LOW END N DK20_185 - HIGH END N DK21_185 - MIDPOINT (CALCULATED) N Q592A2 - G15. REG INSTALL OR OTHER TYPE? N X2310 Q593A2 - G16. AGREED TO YEARS OR PMTS N X2312A Q594A2 - G16YRS. NUMBER OF YEARS N X2312 Q595A2 - G16PAY. NUMBER OF PAYMENTS N X2311 Q596A2 - G17. AMT OF REG PMT CAR LOAN 2 N X2313 DK5_186 - DECISION TREE TYPE N DK8_186 - RANGE CARD/RANGE N DK9_186 - RANGE FROM CARD? N DK10_186 - DECISION TREE 1 N DK11_186 - DECISION TREE 2 N DK12_186 - DECISION TREE 3 N DK13_186 - DECISION TREE 4 N DK14_186 - DECISION TREE 5 N DK15_186 - DECISION TREE 6 N DK16_186 - DECISION TREE 7 N DK17_186 - RANGE CARD C DK19_186 - LOW END N DK20_186 - HIGH END N DK21_186 - MIDPOINT (CALCULATED) N Q598A2 - G17F. FREQUENCY OF REGULAR PMT N X7536 Q600A2 - G18. AMOUNT OF TYPICAL PAYMENT N X2314 DK5_187 - DECISION TREE TYPE N DK8_187 - RANGE CARD/RANGE N DK9_187 - RANGE FROM CARD? N DK10_187 - DECISION TREE 1 N DK11_187 - DECISION TREE 2 N DK12_187 - DECISION TREE 3 N DK13_187 - DECISION TREE 4 N DK14_187 - DECISION TREE 5 N DK15_187 - DECISION TREE 6 N DK16_187 - DECISION TREE 7 N DK17_187 - RANGE CARD C DK19_187 - LOW END N DK20_187 - HIGH END N DK21_187 - MIDPOINT (CALCULATED) N Q602A2 - G18F. FREQUENCY OF TYPICAL PMT N X2315 Q604A2 - G18_1. ON, AHEAD, BEHIND SCHED? N X7533 Q605A2 - G19. MONTH LOAN TO BE REPAID N X2316 Q606A2 - G19. YEAR LOAN TO BE REPAID N X2317 Q607A2 - G20. HOW MUCH STILL OWED N X2318 DK5_188 - DECISION TREE TYPE N DK8_188 - RANGE CARD/RANGE N DK9_188 - RANGE FROM CARD? N DK10_188 - DECISION TREE 1 N DK11_188 - DECISION TREE 2 N DK12_188 - DECISION TREE 3 N DK13_188 - DECISION TREE 4 N DK14_188 - DECISION TREE 5 N DK15_188 - DECISION TREE 6 N DK16_188 - DECISION TREE 7 N DK17_188 - RANGE CARD C DK19_188 - LOW END N DK20_188 - HIGH END N DK21_188 - MIDPOINT (CALCULATED) N Q609A2 - G21. CURRENT APR N X2319 Q610A2 - G22. LOAN INSTITUTION ON CARD N X2320 Q613A2 - G23. OWN ANOTHER VEHICLE? N X2321 Q580A3 - G8. TYPE OF VEHICLE N X2403 Q582A3 - G10. WHAT MODEL YEAR N X2405 Q584A3A - G9. MAKE/MODEL OF VEHICLE C X2404A Q584A3B - G9. MODEL OF VEHICLE C X2404B Q585A3 - G11. BOUGHT NEW OR USED? N X7541 Q586A3 - G11_1. WHAT YEAR BOUGHT N X7538 Q587A3 - G12. MONEY STILL OWED N X2406 Q588A3 - G13. MONTH LOAN TAKEN OUT N X2407 Q589A3 - G13. YEAR LOAN TAKEN OUT N X2408 Q590A3 - G14. HOW MUCH BORROWED N X2409 DK5_189 - DECISION TREE TYPE N DK8_189 - RANGE CARD/RANGE N DK9_189 - RANGE FROM CARD? N DK10_189 - DECISION TREE 1 N DK11_189 - DECISION TREE 2 N DK12_189 - DECISION TREE 3 N DK13_189 - DECISION TREE 4 N DK14_189 - DECISION TREE 5 N DK15_189 - DECISION TREE 6 N DK16_189 - DECISION TREE 7 N DK17_189 - RANGE CARD C DK19_189 - LOW END N DK20_189 - HIGH END N DK21_189 - MIDPOINT (CALCULATED) N Q592A3 - G15. REG INSTALL OR OTHER TYPE? N X2410 Q593A3 - G16. AGREED TO YEARS OR PMTS N X2412A Q594A3 - G16YRS. NUMBER OF YEARS N X2412 Q595A3 - G16PAY. NUMBER OF PAYMENTS N X2411 Q596A3 - G17. AMT OF REG PMT CAR LOAN 3 N X2413 DK5_190 - DECISION TREE TYPE N DK8_190 - RANGE CARD/RANGE N DK9_190 - RANGE FROM CARD? N DK10_190 - DECISION TREE 1 N DK11_190 - DECISION TREE 2 N DK12_190 - DECISION TREE 3 N DK13_190 - DECISION TREE 4 N DK14_190 - DECISION TREE 5 N DK15_190 - DECISION TREE 6 N DK16_190 - DECISION TREE 7 N DK17_190 - RANGE CARD C DK19_190 - LOW END N DK20_190 - HIGH END N DK21_190 - MIDPOINT (CALCULATED) N Q598A3 - G17F. FREQUENCY OF REGULAR PMT N X7535 Q600A3 - G18. AMOUNT OF TYPICAL PAYMENT N X2414 DK5_191 - DECISION TREE TYPE N DK8_191 - RANGE CARD/RANGE N DK9_191 - RANGE FROM CARD? N DK10_191 - DECISION TREE 1 N DK11_191 - DECISION TREE 2 N DK12_191 - DECISION TREE 3 N DK13_191 - DECISION TREE 4 N DK14_191 - DECISION TREE 5 N DK15_191 - DECISION TREE 6 N DK16_191 - DECISION TREE 7 N DK17_191 - RANGE CARD C DK19_191 - LOW END N DK20_191 - HIGH END N DK21_191 - MIDPOINT (CALCULATED) N Q602A3 - G18F. FREQUENCY OF TYPICAL PMT N X2415 Q604A3 - G18_1. ON, AHEAD, BEHIND SCHED? N X7532 Q605A3 - G19. MONTH LOAN TO BE REPAID N X2416 Q606A3 - G19. YEAR LOAN TO BE REPAID N X2417 Q607A3 - G20. HOW MUCH STILL OWED N X2418 DK5_192 - DECISION TREE TYPE N DK8_192 - RANGE CARD/RANGE N DK9_192 - RANGE FROM CARD? N DK10_192 - DECISION TREE 1 N DK11_192 - DECISION TREE 2 N DK12_192 - DECISION TREE 3 N DK13_192 - DECISION TREE 4 N DK14_192 - DECISION TREE 5 N DK15_192 - DECISION TREE 6 N DK16_192 - DECISION TREE 7 N DK17_192 - RANGE CARD C DK19_192 - LOW END N DK20_192 - HIGH END N DK21_192 - MIDPOINT (CALCULATED) N Q609A3 - G21. CURRENT APR N X2419 Q610A3 - G22. LOAN INSTITUTION ON CARD N X2420 Q613A3 - G23. OWN ANOTHER VEHICLE? N X2421 Q580A4 - G8. TYPE OF VEHICLE N X7150 Q582A4 - G10. WHAT MODEL YEAR N X7152 Q584A4A - G9. MAKE/MODEL OF VEHICLE C X7151A Q584A4B - G9. MODEL OF VEHICLE C X7151B Q585A4 - G11. BOUGHT NEW OR USED? N X7153 Q586A4 - G11_1. WHAT YEAR BOUGHT N X7154 Q587A4 - G12. MONEY STILL OWED N X7155 Q588A4 - G13. MONTH LOAN TAKEN OUT N X7156 Q589A4 - G13. YEAR LOAN TAKEN OUT N X7157 Q590A4 - G14. HOW MUCH BORROWED N X7158 DK5_193 - DECISION TREE TYPE N DK8_193 - RANGE CARD/RANGE N DK9_193 - RANGE FROM CARD? N DK10_193 - DECISION TREE 1 N DK11_193 - DECISION TREE 2 N DK12_193 - DECISION TREE 3 N DK13_193 - DECISION TREE 4 N DK14_193 - DECISION TREE 5 N DK15_193 - DECISION TREE 6 N DK16_193 - DECISION TREE 7 N DK17_193 - RANGE CARD C DK19_193 - LOW END N DK20_193 - HIGH END N DK21_193 - MIDPOINT (CALCULATED) N Q592A4 - G15. REG INSTALL OR OTHER TYPE? N X7159 Q593A4 - G16. AGREED TO YEARS OR PMTS N X7161A Q594A4 - G16YRS. NUMBER OF YEARS N X7161 Q595A4 - G16PAY. NUMBER OF PAYMENTS N X7160 Q596A4 - G17. AMT OF REG PMT CAR LOAN 4 N X7162 DK5_194 - DECISION TREE TYPE N DK8_194 - RANGE CARD/RANGE N DK9_194 - RANGE FROM CARD? N DK10_194 - DECISION TREE 1 N DK11_194 - DECISION TREE 2 N DK12_194 - DECISION TREE 3 N DK13_194 - DECISION TREE 4 N DK14_194 - DECISION TREE 5 N DK15_194 - DECISION TREE 6 N DK16_194 - DECISION TREE 7 N DK17_194 - RANGE CARD C DK19_194 - LOW END N DK20_194 - HIGH END N DK21_194 - MIDPOINT (CALCULATED) N Q598A4 - G17F. FREQUENCY OF REGULAR PMT N X7163 Q600A4 - G18. AMOUNT OF TYPICAL PAYMENT N X7164 DK5_195 - DECISION TREE TYPE N DK8_195 - RANGE CARD/RANGE N DK9_195 - RANGE FROM CARD? N DK10_195 - DECISION TREE 1 N DK11_195 - DECISION TREE 2 N DK12_195 - DECISION TREE 3 N DK13_195 - DECISION TREE 4 N DK14_195 - DECISION TREE 5 N DK15_195 - DECISION TREE 6 N DK16_195 - DECISION TREE 7 N DK17_195 - RANGE CARD C DK19_195 - LOW END N DK20_195 - HIGH END N DK21_195 - MIDPOINT (CALCULATED) N Q602A4 - G18F. FREQUENCY OF TYPICAL PMT N X7165 Q604A4 - G18_1. ON, AHEAD, BEHIND SCHED? N X7166 Q605A4 - G19. MONTH LOAN TO BE REPAID N X7167 Q606A4 - G19. YEAR LOAN TO BE REPAID N X7168 Q607A4 - G20. HOW MUCH STILL OWED N X7169 DK5_196 - DECISION TREE TYPE N DK8_196 - RANGE CARD/RANGE N DK9_196 - RANGE FROM CARD? N DK10_196 - DECISION TREE 1 N DK11_196 - DECISION TREE 2 N DK12_196 - DECISION TREE 3 N DK13_196 - DECISION TREE 4 N DK14_196 - DECISION TREE 5 N DK15_196 - DECISION TREE 6 N DK16_196 - DECISION TREE 7 N DK17_196 - RANGE CARD C DK19_196 - LOW END N DK20_196 - HIGH END N DK21_196 - MIDPOINT (CALCULATED) N Q609A4 - G21. CURRENT APR N X7170 Q610A4 - G22. LOAN INSTITUTION ON CARD N X7171 Q613A4 - G23. OWN ANOTHER VEHICLE? N X7172 Q614 - G23_1. TOT WORTH OF ALL OTHER VEH N X2422 DK5_197 - DECISION TREE TYPE N DK8_197 - RANGE CARD/RANGE N DK9_197 - RANGE FROM CARD? N DK10_197 - DECISION TREE 1 N DK11_197 - DECISION TREE 2 N DK12_197 - DECISION TREE 3 N DK13_197 - DECISION TREE 4 N DK14_197 - DECISION TREE 5 N DK15_197 - DECISION TREE 6 N DK16_197 - DECISION TREE 7 N DK17_197 - RANGE CARD C DK19_197 - LOW END N DK20_197 - HIGH END N DK21_197 - MIDPOINT (CALCULATED) N Q616 - G23_2. OWE ON REMAIN OWNED VEH? N X2423 Q617 - G23_3. TOT AMT OWED ON REMAIN VEH N X2424 DK5_198 - DECISION TREE TYPE N DK8_198 - RANGE CARD/RANGE N DK9_198 - RANGE FROM CARD? N DK10_198 - DECISION TREE 1 N DK11_198 - DECISION TREE 2 N DK12_198 - DECISION TREE 3 N DK13_198 - DECISION TREE 4 N DK14_198 - DECISION TREE 5 N DK15_198 - DECISION TREE 6 N DK16_198 - DECISION TREE 7 N DK17_198 - RANGE CARD C DK19_198 - LOW END N DK20_198 - HIGH END N DK21_198 - MIDPOINT (CALCULATED) N Q619 - G23_4. TOT AMT REMAIN REG PMTS N X2425 DK5_199 - DECISION TREE TYPE N DK8_199 - RANGE CARD/RANGE N DK9_199 - RANGE FROM CARD? N DK10_199 - DECISION TREE 1 N DK11_199 - DECISION TREE 2 N DK12_199 - DECISION TREE 3 N DK13_199 - DECISION TREE 4 N DK14_199 - DECISION TREE 5 N DK15_199 - DECISION TREE 6 N DK16_199 - DECISION TREE 7 N DK17_199 - RANGE CARD C DK19_199 - LOW END N DK20_199 - HIGH END N DK21_199 - MIDPOINT (CALCULATED) N Q621 - G23_4F. FREQ OF REMAIN REG PMTS N X2426 Q623 - G25. OWN ANY OTHER TYPE VEHICLES? N X2503 Q624 - G25_1. HOW MANY TOTAL OTHER VEH? N X6692 Q626A1 - G26. WHAT TYPE OF OTHER VEHICLE N X2505 Q628A1 - G27. HOW MUCH OTHER VEH WORTH? N X2506 DK5_200 - DECISION TREE TYPE N DK8_200 - RANGE CARD/RANGE N DK9_200 - RANGE FROM CARD? N DK10_200 - DECISION TREE 1 N DK11_200 - DECISION TREE 2 N DK12_200 - DECISION TREE 3 N DK13_200 - DECISION TREE 4 N DK14_200 - DECISION TREE 5 N DK15_200 - DECISION TREE 6 N DK16_200 - DECISION TREE 7 N DK17_200 - RANGE CARD C DK19_200 - LOW END N DK20_200 - HIGH END N DK21_200 - MIDPOINT (CALCULATED) N Q630A1 - G28. MONEY STILL OWED ON RV N X2507 Q631A1 - G29. MONTH LOAN TAKEN OUT N X2508 Q632A1 - G29. YEAR LOAN TAKEN OUT N X2509 Q633A1 - G30. HOW MUCH BORROWED? N X2510 DK5_201 - DECISION TREE TYPE N DK8_201 - RANGE CARD/RANGE N DK9_201 - RANGE FROM CARD? N DK10_201 - DECISION TREE 1 N DK11_201 - DECISION TREE 2 N DK12_201 - DECISION TREE 3 N DK13_201 - DECISION TREE 4 N DK14_201 - DECISION TREE 5 N DK15_201 - DECISION TREE 6 N DK16_201 - DECISION TREE 7 N DK17_201 - RANGE CARD C DK19_201 - LOW END N DK20_201 - HIGH END N DK21_201 - MIDPOINT (CALCULATED) N Q635A1 - G31. REG INSTALL OR OTHER TYPE? N X2511 Q636A1 - G32. AGREED TO YEARS OR PMTS? N X2513A Q637A1 - G32YRS. NUMBER OF YEARS N X2513 Q638A1 - G32PAY. NUMBER OF PAYMENTS N X2512 Q639A1 - G33. AMOUNT OF REGULAR PAYMENT N X2514 DK5_202 - DECISION TREE TYPE N DK8_202 - RANGE CARD/RANGE N DK9_202 - RANGE FROM CARD? N DK10_202 - DECISION TREE 1 N DK11_202 - DECISION TREE 2 N DK12_202 - DECISION TREE 3 N DK13_202 - DECISION TREE 4 N DK14_202 - DECISION TREE 5 N DK15_202 - DECISION TREE 6 N DK16_202 - DECISION TREE 7 N DK17_202 - RANGE CARD C DK19_202 - LOW END N DK20_202 - HIGH END N DK21_202 - MIDPOINT (CALCULATED) N Q641A1 - G33F. FREQUENCY OF REGULAR PMT N X7531 Q643A1 - G34. AMOUNT OF TYPICAL PAYMENT N X2515 DK5_203 - DECISION TREE TYPE N DK8_203 - RANGE CARD/RANGE N DK9_203 - RANGE FROM CARD? N DK10_203 - DECISION TREE 1 N DK11_203 - DECISION TREE 2 N DK12_203 - DECISION TREE 3 N DK13_203 - DECISION TREE 4 N DK14_203 - DECISION TREE 5 N DK15_203 - DECISION TREE 6 N DK16_203 - DECISION TREE 7 N DK17_203 - RANGE CARD C DK19_203 - LOW END N DK20_203 - HIGH END N DK21_203 - MIDPOINT (CALCULATED) N Q645A1 - G34F. FREQUENCY OF TYPICAL PMT N X2516 Q647A1 - G34_1. ON, AHEAD, BEHIND SCHED? N X7529 Q648A1 - G35. MONTH LOAN TO BE REPAID N X2517 Q649A1 - G35. YEAR LOAN TO BE REPAID N X2518 Q650A1 - G36. HOW MUCH STILL OWED N X2519 DK5_204 - DECISION TREE TYPE N DK8_204 - RANGE CARD/RANGE N DK9_204 - RANGE FROM CARD? N DK10_204 - DECISION TREE 1 N DK11_204 - DECISION TREE 2 N DK12_204 - DECISION TREE 3 N DK13_204 - DECISION TREE 4 N DK14_204 - DECISION TREE 5 N DK15_204 - DECISION TREE 6 N DK16_204 - DECISION TREE 7 N DK17_204 - RANGE CARD C DK19_204 - LOW END N DK20_204 - HIGH END N DK21_204 - MIDPOINT (CALCULATED) N Q652A1 - G37. CURRENT APR N X2520 Q653A1 - G38. LOAN INSTITUTION ON CARD N X2521 Q656A1 - G39. OWN ANOTHER VEHICLE? N X2522 Q626A2 - G26. WHAT TYPE OF OTHER VEHICLE N X2605 Q628A2 - G27. HOW MUCH OTHER VEH WORTH? N X2606 DK5_205 - DECISION TREE TYPE N DK8_205 - RANGE CARD/RANGE N DK9_205 - RANGE FROM CARD? N DK10_205 - DECISION TREE 1 N DK11_205 - DECISION TREE 2 N DK12_205 - DECISION TREE 3 N DK13_205 - DECISION TREE 4 N DK14_205 - DECISION TREE 5 N DK15_205 - DECISION TREE 6 N DK16_205 - DECISION TREE 7 N DK17_205 - RANGE CARD C DK19_205 - LOW END N DK20_205 - HIGH END N DK21_205 - MIDPOINT (CALCULATED) N Q630A2 - G28. MONEY STILL OWED ON RV N X2607 Q631A2 - G29. MONTH LOAN TAKEN OUT N X2608 Q632A2 - G29. YEAR LOAN TAKEN OUT N X2609 Q633A2 - G30. HOW MUCH BORROWED? N X2610 DK5_206 - DECISION TREE TYPE N DK8_206 - RANGE CARD/RANGE N DK9_206 - RANGE FROM CARD? N DK10_206 - DECISION TREE 1 N DK11_206 - DECISION TREE 2 N DK12_206 - DECISION TREE 3 N DK13_206 - DECISION TREE 4 N DK14_206 - DECISION TREE 5 N DK15_206 - DECISION TREE 6 N DK16_206 - DECISION TREE 7 N DK17_206 - RANGE CARD C DK19_206 - LOW END N DK20_206 - HIGH END N DK21_206 - MIDPOINT (CALCULATED) N Q635A2 - G31. REG INSTALL OR OTHER TYPE? N X2611 Q636A2 - G32. AGREED TO YEARS OR PMTS N X2613A Q637A2 - G32YRS. NUMBER OF YEARS N X2613 Q638A2 - G32PAY. NUMBER OF PAYMENTS N X2612 Q639A2 - G33. AMOUNT OF REGULAR PAYMENT N X2614 DK5_207 - DECISION TREE TYPE N DK8_207 - RANGE CARD/RANGE N DK9_207 - RANGE FROM CARD? N DK10_207 - DECISION TREE 1 N DK11_207 - DECISION TREE 2 N DK12_207 - DECISION TREE 3 N DK13_207 - DECISION TREE 4 N DK14_207 - DECISION TREE 5 N DK15_207 - DECISION TREE 6 N DK16_207 - DECISION TREE 7 N DK17_207 - RANGE CARD C DK19_207 - LOW END N DK20_207 - HIGH END N DK21_207 - MIDPOINT (CALCULATED) N Q641A2 - G33F. FREQUENCY OF REGULAR PMT N X7530 Q643A2 - G34. AMOUNT OF TYPICAL PAYMENT N X2615 DK5_208 - DECISION TREE TYPE N DK8_208 - RANGE CARD/RANGE N DK9_208 - RANGE FROM CARD? N DK10_208 - DECISION TREE 1 N DK11_208 - DECISION TREE 2 N DK12_208 - DECISION TREE 3 N DK13_208 - DECISION TREE 4 N DK14_208 - DECISION TREE 5 N DK15_208 - DECISION TREE 6 N DK16_208 - DECISION TREE 7 N DK17_208 - RANGE CARD C DK19_208 - LOW END N DK20_208 - HIGH END N DK21_208 - MIDPOINT (CALCULATED) N Q645A2 - G34F. FREQUENCY OF TYPICAL PMT N X2616 Q647A2 - G34_1. ON, AHEAD, BEHIND SCHED? N X7528 Q648A2 - G35. MONTH LOAN TO BE REPAID N X2617 Q649A2 - G35. YEAR LOAN TO BE REPAID N X2618 Q650A2 - G36. HOW MUCH STILL OWED N X2619 DK5_209 - DECISION TREE TYPE N DK8_209 - RANGE CARD/RANGE N DK9_209 - RANGE FROM CARD? N DK10_209 - DECISION TREE 1 N DK11_209 - DECISION TREE 2 N DK12_209 - DECISION TREE 3 N DK13_209 - DECISION TREE 4 N DK14_209 - DECISION TREE 5 N DK15_209 - DECISION TREE 6 N DK16_209 - DECISION TREE 7 N DK17_209 - RANGE CARD C DK19_209 - LOW END N DK20_209 - HIGH END N DK21_209 - MIDPOINT (CALCULATED) N Q652A2 - G37. CURRENT APR N X2620 Q653A2 - G38. LOAN INSTITUTION ON CARD N X2621 Q656A2 - G39. OWN ANY OTHER VEHICLES? N X2622 Q657 - G39_1. TOT WORTH REMAIN OTHER VEH N X2623 DK5_210 - DECISION TREE TYPE N DK8_210 - RANGE CARD/RANGE N DK9_210 - RANGE FROM CARD? N DK10_210 - DECISION TREE 1 N DK11_210 - DECISION TREE 2 N DK12_210 - DECISION TREE 3 N DK13_210 - DECISION TREE 4 N DK14_210 - DECISION TREE 5 N DK15_210 - DECISION TREE 6 N DK16_210 - DECISION TREE 7 N DK17_210 - RANGE CARD C DK19_210 - LOW END N DK20_210 - HIGH END N DK21_210 - MIDPOINT (CALCULATED) N Q659 - G39_2. OWE ON REMAIN OTHER VEH? N X2624 Q660 - G39_3. TOTAL OWED REMAIN OTH VEH N X2625 DK5_211 - DECISION TREE TYPE N DK8_211 - RANGE CARD/RANGE N DK9_211 - RANGE FROM CARD? N DK10_211 - DECISION TREE 1 N DK11_211 - DECISION TREE 2 N DK12_211 - DECISION TREE 3 N DK13_211 - DECISION TREE 4 N DK14_211 - DECISION TREE 5 N DK15_211 - DECISION TREE 6 N DK16_211 - DECISION TREE 7 N DK17_211 - RANGE CARD C DK19_211 - LOW END N DK20_211 - HIGH END N DK21_211 - MIDPOINT (CALCULATED) N Q662 - G39_4. TOTAL AMT REMAIN REG PMTS N X2626 DK5_212 - DECISION TREE TYPE N DK8_212 - RANGE CARD/RANGE N DK9_212 - RANGE FROM CARD? N DK10_212 - DECISION TREE 1 N DK11_212 - DECISION TREE 2 N DK12_212 - DECISION TREE 3 N DK13_212 - DECISION TREE 4 N DK14_212 - DECISION TREE 5 N DK15_212 - DECISION TREE 6 N DK16_212 - DECISION TREE 7 N DK17_212 - RANGE CARD C DK19_212 - LOW END N DK20_212 - HIGH END N DK21_212 - MIDPOINT (CALCULATED) N Q664 - G39_4F. FREQ REMAIN REG PMTS N X2627 Q666 - H1. HAVE ANY EDUCATION LOANS? N X7801 Q667 - H2. HOW MANY EDUCATION LOANS N X6693 Q669A1 - H3. MONTH LOAN TAKEN OUT N X7803 Q670A1 - H3. YEAR LOAN TAKEN OUT N X7804 Q671A1 - H4. HOW MUCH BORROWED N X7805 DK5_213 - DECISION TREE TYPE N DK8_213 - RANGE CARD/RANGE N DK9_213 - RANGE FROM CARD? N DK10_213 - DECISION TREE 1 N DK11_213 - DECISION TREE 2 N DK12_213 - DECISION TREE 3 N DK13_213 - DECISION TREE 4 N DK14_213 - DECISION TREE 5 N DK15_213 - DECISION TREE 6 N DK16_213 - DECISION TREE 7 N DK17_213 - RANGE CARD C DK19_213 - LOW END N DK20_213 - HIGH END N DK21_213 - MIDPOINT (CALCULATED) N Q673A1 - H5. YOU PAYING ON LOAN NOW N X7806 Q674A1 - H5_1. ARE THE PAYMENTS DEFERRED N X7173 Q675A1 - H6. MONTH WHEN WILL START REPAY N X7807 Q676A1 - H6. YEAR WHEN WILL START REPAY N X7808 Q677A1 - H7. ACCUM INTEREST DURING DEFER N X7809 Q678A1 - H8. MONTH DID START PAYING N X7810 Q679A1 - H8. YEAR DID START PAYING N X7811 Q680A1 - H9. REG INSTALL OR OTHER TYPE? N X7812 Q681A1 - H10. AGREED TO YEARS OR PMTS N X7813A Q682A1 - H10YRS. NUMBER OF YEARS N X7813 Q683A1 - H10PAY. NUMBER OF PAYMENTS N X7814 Q684A1 - H11. AMOUNT OF REGULAR PAYMENT N X7815 DK5_214 - DECISION TREE TYPE N DK8_214 - RANGE CARD/RANGE N DK9_214 - RANGE FROM CARD? N DK10_214 - DECISION TREE 1 N DK11_214 - DECISION TREE 2 N DK12_214 - DECISION TREE 3 N DK13_214 - DECISION TREE 4 N DK14_214 - DECISION TREE 5 N DK15_214 - DECISION TREE 6 N DK16_214 - DECISION TREE 7 N DK17_214 - RANGE CARD C DK19_214 - LOW END N DK20_214 - HIGH END N DK21_214 - MIDPOINT (CALCULATED) N Q686A1 - H11F. FREQUENCY OF REGULAR PMT N X7816 Q688A1 - H11_1. AMOUNT OF TYPICAL PMT N X7817 DK5_215 - DECISION TREE TYPE N DK8_215 - RANGE CARD/RANGE N DK9_215 - RANGE FROM CARD? N DK10_215 - DECISION TREE 1 N DK11_215 - DECISION TREE 2 N DK12_215 - DECISION TREE 3 N DK13_215 - DECISION TREE 4 N DK14_215 - DECISION TREE 5 N DK15_215 - DECISION TREE 6 N DK16_215 - DECISION TREE 7 N DK17_215 - RANGE CARD C DK19_215 - LOW END N DK20_215 - HIGH END N DK21_215 - MIDPOINT (CALCULATED) N Q690A1 - H11_1F. FREQ OF TYPICAL PMT N X7818 Q692A1 - H12. ON, AHEAD, BEHIND SCHED? N X7821 Q693A1 - H13. MONTH EXPECT TO REPAY N X7819 Q694A1 - H13. YEAR EXPECT TO REPAY N X7820 Q695A1 - H14. CURRENT APR N X7822 Q696A1 - H15. LOAN INSTITUTION ON CARD N X7823 Q699A1 - H16. HOW MUCH STILL OWED N X7824 DK5_216 - DECISION TREE TYPE N DK8_216 - RANGE CARD/RANGE N DK9_216 - RANGE FROM CARD? N DK10_216 - DECISION TREE 1 N DK11_216 - DECISION TREE 2 N DK12_216 - DECISION TREE 3 N DK13_216 - DECISION TREE 4 N DK14_216 - DECISION TREE 5 N DK15_216 - DECISION TREE 6 N DK16_216 - DECISION TREE 7 N DK17_216 - RANGE CARD C DK19_216 - LOW END N DK20_216 - HIGH END N DK21_216 - MIDPOINT (CALCULATED) N Q701A1 - H17. ANOTHER EDUCATION LOAN N X7825 Q669A2 - H3. MONTH LOAN TAKEN OUT N X7826 Q670A2 - H3. YEAR LOAN TAKEN OUT N X7827 Q671A2 - H4. HOW MUCH BORROWED N X7828 DK5_217 - DECISION TREE TYPE N DK8_217 - RANGE CARD/RANGE N DK9_217 - RANGE FROM CARD? N DK10_217 - DECISION TREE 1 N DK11_217 - DECISION TREE 2 N DK12_217 - DECISION TREE 3 N DK13_217 - DECISION TREE 4 N DK14_217 - DECISION TREE 5 N DK15_217 - DECISION TREE 6 N DK16_217 - DECISION TREE 7 N DK17_217 - RANGE CARD C DK19_217 - LOW END N DK20_217 - HIGH END N DK21_217 - MIDPOINT (CALCULATED) N Q673A2 - H5. YOU PAYING ON LOAN NOW N X7829 Q674A2 - H5_1. ARE THE PAYMENTS DEFERRED N X7174 Q675A2 - H6. MONTH WHEN WILL START REPAY N X7830 Q676A2 - H6. YEAR WHEN WILL START REPAY N X7831 Q677A2 - H7. ACCUM INTEREST DURING DEFER N X7832 Q678A2 - H8. MONTH DID START PAYING N X7833 Q679A2 - H8. YEAR DID START PAYING N X7834 Q680A2 - H9. REG INSTALL OR OTHER TYPE? N X7835 Q681A2 - H10. AGREED TO YEARS OR PMTS N X7836A Q682A2 - H10YRS. NUMBER OF YEARS N X7836 Q683A2 - H10PAY. NUMBER OF PAYMENTS N X7837 Q684A2 - H11. AMOUNT OF REGULAR PAYMENT N X7838 DK5_218 - DECISION TREE TYPE N DK8_218 - RANGE CARD/RANGE N DK9_218 - RANGE FROM CARD? N DK10_218 - DECISION TREE 1 N DK11_218 - DECISION TREE 2 N DK12_218 - DECISION TREE 3 N DK13_218 - DECISION TREE 4 N DK14_218 - DECISION TREE 5 N DK15_218 - DECISION TREE 6 N DK16_218 - DECISION TREE 7 N DK17_218 - RANGE CARD C DK19_218 - LOW END N DK20_218 - HIGH END N DK21_218 - MIDPOINT (CALCULATED) N Q686A2 - H11F. FREQUENCY OF REGULAR PMT N X7839 Q688A2 - H11_1. AMOUNT OF TYPICAL PMT N X7840 DK5_219 - DECISION TREE TYPE N DK8_219 - RANGE CARD/RANGE N DK9_219 - RANGE FROM CARD? N DK10_219 - DECISION TREE 1 N DK11_219 - DECISION TREE 2 N DK12_219 - DECISION TREE 3 N DK13_219 - DECISION TREE 4 N DK14_219 - DECISION TREE 5 N DK15_219 - DECISION TREE 6 N DK16_219 - DECISION TREE 7 N DK17_219 - RANGE CARD C DK19_219 - LOW END N DK20_219 - HIGH END N DK21_219 - MIDPOINT (CALCULATED) N Q690A2 - H11_1F. FREQ OF TYPICAL PMT N X7841 Q692A2 - H12. ON, AHEAD, BEHIND SCHED? N X7844 Q693A2 - H13. MONTH EXPECT TO REPAY N X7842 Q694A2 - H13. YEAR EXPECT TO REPAY N X7843 Q695A2 - H14. CURRENT APR N X7845 Q696A2 - H15. LOAN INSTITUTION ON CARD N X7846 Q699A2 - H16. HOW MUCH STILL OWED N X7847 DK5_220 - DECISION TREE TYPE N DK8_220 - RANGE CARD/RANGE N DK9_220 - RANGE FROM CARD? N DK10_220 - DECISION TREE 1 N DK11_220 - DECISION TREE 2 N DK12_220 - DECISION TREE 3 N DK13_220 - DECISION TREE 4 N DK14_220 - DECISION TREE 5 N DK15_220 - DECISION TREE 6 N DK16_220 - DECISION TREE 7 N DK17_220 - RANGE CARD C DK19_220 - LOW END N DK20_220 - HIGH END N DK21_220 - MIDPOINT (CALCULATED) N Q701A2 - H17. ANOTHER EDUCATION LOAN N X7848 Q669A3 - H3. MONTH LOAN TAKEN OUT N X7849 Q670A3 - H3. YEAR LOAN TAKEN OUT N X7850 Q671A3 - H4. HOW MUCH BORROWED N X7851 DK5_221 - DECISION TREE TYPE N DK8_221 - RANGE CARD/RANGE N DK9_221 - RANGE FROM CARD? N DK10_221 - DECISION TREE 1 N DK11_221 - DECISION TREE 2 N DK12_221 - DECISION TREE 3 N DK13_221 - DECISION TREE 4 N DK14_221 - DECISION TREE 5 N DK15_221 - DECISION TREE 6 N DK16_221 - DECISION TREE 7 N DK17_221 - RANGE CARD C DK19_221 - LOW END N DK20_221 - HIGH END N DK21_221 - MIDPOINT (CALCULATED) N Q673A3 - H5. YOU PAYING ON LOAN NOW N X7852 Q674A3 - H5_1. ARE THE PAYMENTS DEFERRED N X7175 Q675A3 - H6. MONTH WHEN WILL START REPAY N X7853 Q676A3 - H6. YEAR WHEN WILL START REPAY N X7854 Q677A3 - H7. ACCUM INTEREST DURING DEFER N X7855 Q678A3 - H8. MONTH DID START PAYING N X7856 Q679A3 - H8. YEAR DID START PAYING N X7857 Q680A3 - H9. REG INSTALL OR OTHER TYPE? N X7858 Q681A3 - H10. AGREED TO YEARS OR PMTS N X7859A Q682A3 - H10YRS. NUMBER OF YEARS N X7859 Q683A3 - H10PAY. NUMBER OF PAYMENTS N X7860 Q684A3 - H11. AMOUNT OF REGULAR PAYMENT N X7861 DK5_222 - DECISION TREE TYPE N DK8_222 - RANGE CARD/RANGE N DK9_222 - RANGE FROM CARD? N DK10_222 - DECISION TREE 1 N DK11_222 - DECISION TREE 2 N DK12_222 - DECISION TREE 3 N DK13_222 - DECISION TREE 4 N DK14_222 - DECISION TREE 5 N DK15_222 - DECISION TREE 6 N DK16_222 - DECISION TREE 7 N DK17_222 - RANGE CARD C DK19_222 - LOW END N DK20_222 - HIGH END N DK21_222 - MIDPOINT (CALCULATED) N Q686A3 - H11F. FREQUENCY OF REGULAR PMT N X7862 Q688A3 - H11_1. AMOUNT OF TYPICAL PMT N X7863 DK5_223 - DECISION TREE TYPE N DK8_223 - RANGE CARD/RANGE N DK9_223 - RANGE FROM CARD? N DK10_223 - DECISION TREE 1 N DK11_223 - DECISION TREE 2 N DK12_223 - DECISION TREE 3 N DK13_223 - DECISION TREE 4 N DK14_223 - DECISION TREE 5 N DK15_223 - DECISION TREE 6 N DK16_223 - DECISION TREE 7 N DK17_223 - RANGE CARD C DK19_223 - LOW END N DK20_223 - HIGH END N DK21_223 - MIDPOINT (CALCULATED) N Q690A3 - H11_1F. FREQ OF TYPICAL PMT N X7864 Q692A3 - H12. ON, AHEAD, BEHIND SCHED? N X7867 Q693A3 - H13. MONTH EXPECT TO REPAY N X7865 Q694A3 - H13. YEAR EXPECT TO REPAY N X7866 Q695A3 - H14. CURRENT APR N X7868 Q696A3 - H15. LOAN INSTITUTION ON CARD N X7869 Q699A3 - H16. HOW MUCH STILL OWED N X7870 DK5_224 - DECISION TREE TYPE N DK8_224 - RANGE CARD/RANGE N DK9_224 - RANGE FROM CARD? N DK10_224 - DECISION TREE 1 N DK11_224 - DECISION TREE 2 N DK12_224 - DECISION TREE 3 N DK13_224 - DECISION TREE 4 N DK14_224 - DECISION TREE 5 N DK15_224 - DECISION TREE 6 N DK16_224 - DECISION TREE 7 N DK17_224 - RANGE CARD C DK19_224 - LOW END N DK20_224 - HIGH END N DK21_224 - MIDPOINT (CALCULATED) N Q701A3 - H17. ANOTHER EDUCATION LOAN N X7871 Q669A4 - H3. MONTH LOAN TAKEN OUT N X7903 Q670A4 - H3. YEAR LOAN TAKEN OUT N X7904 Q671A4 - H4. HOW MUCH BORROWED N X7905 DK5_225 - DECISION TREE TYPE N DK8_225 - RANGE CARD/RANGE N DK9_225 - RANGE FROM CARD? N DK10_225 - DECISION TREE 1 N DK11_225 - DECISION TREE 2 N DK12_225 - DECISION TREE 3 N DK13_225 - DECISION TREE 4 N DK14_225 - DECISION TREE 5 N DK15_225 - DECISION TREE 6 N DK16_225 - DECISION TREE 7 N DK17_225 - RANGE CARD C DK19_225 - LOW END N DK20_225 - HIGH END N DK21_225 - MIDPOINT (CALCULATED) N Q673A4 - H5. YOU PAYING ON LOAN NOW N X7906 Q674A4 - H5_1. ARE THE PAYMENTS DEFERRED N X7176 Q675A4 - H6. MONTH WHEN WILL START REPAY N X7907 Q676A4 - H6. YEAR WHEN WILL START REPAY N X7908 Q677A4 - H7. ACCUM INTEREST DURING DEFER N X7909 Q678A4 - H8. MONTH DID START PAYING N X7910 Q679A4 - H8. YEAR DID START PAYING N X7911 Q680A4 - H9. REG INSTALL OR OTHER TYPE? N X7912 Q681A4 - H10. AGREED TO YEARS OR PMTS N X7913A Q682A4 - H10YRS. NUMBER OF YEARS N X7913 Q683A4 - H10PAY. NUMBER OF PAYMENTS N X7914 Q684A4 - H11. AMOUNT OF REGULAR PAYMENT N X7915 DK5_226 - DECISION TREE TYPE N DK8_226 - RANGE CARD/RANGE N DK9_226 - RANGE FROM CARD? N DK10_226 - DECISION TREE 1 N DK11_226 - DECISION TREE 2 N DK12_226 - DECISION TREE 3 N DK13_226 - DECISION TREE 4 N DK14_226 - DECISION TREE 5 N DK15_226 - DECISION TREE 6 N DK16_226 - DECISION TREE 7 N DK17_226 - RANGE CARD C DK19_226 - LOW END N DK20_226 - HIGH END N DK21_226 - MIDPOINT (CALCULATED) N Q686A4 - H11F. FREQUENCY OF REGULAR PMT N X7916 Q688A4 - H11_1. AMOUNT OF TYPICAL PMT N X7917 DK5_227 - DECISION TREE TYPE N DK8_227 - RANGE CARD/RANGE N DK9_227 - RANGE FROM CARD? N DK10_227 - DECISION TREE 1 N DK11_227 - DECISION TREE 2 N DK12_227 - DECISION TREE 3 N DK13_227 - DECISION TREE 4 N DK14_227 - DECISION TREE 5 N DK15_227 - DECISION TREE 6 N DK16_227 - DECISION TREE 7 N DK17_227 - RANGE CARD C DK19_227 - LOW END N DK20_227 - HIGH END N DK21_227 - MIDPOINT (CALCULATED) N Q690A4 - H11_1F. FREQ OF TYPICAL PMT N X7918 Q692A4 - H12. ON, AHEAD, BEHIND SCHED? N X7921 Q693A4 - H13. MONTH EXPECT TO REPAY N X7919 Q694A4 - H13. YEAR EXPECT TO REPAY N X7920 Q695A4 - H14. CURRENT APR N X7922 Q696A4 - H15. LOAN INSTITUTION ON CARD N X7923 Q699A4 - H16. HOW MUCH STILL OWED N X7924 DK5_228 - DECISION TREE TYPE N DK8_228 - RANGE CARD/RANGE N DK9_228 - RANGE FROM CARD? N DK10_228 - DECISION TREE 1 N DK11_228 - DECISION TREE 2 N DK12_228 - DECISION TREE 3 N DK13_228 - DECISION TREE 4 N DK14_228 - DECISION TREE 5 N DK15_228 - DECISION TREE 6 N DK16_228 - DECISION TREE 7 N DK17_228 - RANGE CARD C DK19_228 - LOW END N DK20_228 - HIGH END N DK21_228 - MIDPOINT (CALCULATED) N Q701A4 - H17. ANOTHER EDUCATION LOAN N X7925 Q669A5 - H3. MONTH LOAN TAKEN OUT N X7926 Q670A5 - H3. YEAR LOAN TAKEN OUT N X7927 Q671A5 - H4. HOW MUCH BORROWED N X7928 DK5_229 - DECISION TREE TYPE N DK8_229 - RANGE CARD/RANGE N DK9_229 - RANGE FROM CARD? N DK10_229 - DECISION TREE 1 N DK11_229 - DECISION TREE 2 N DK12_229 - DECISION TREE 3 N DK13_229 - DECISION TREE 4 N DK14_229 - DECISION TREE 5 N DK15_229 - DECISION TREE 6 N DK16_229 - DECISION TREE 7 N DK17_229 - RANGE CARD C DK19_229 - LOW END N DK20_229 - HIGH END N DK21_229 - MIDPOINT (CALCULATED) N Q673A5 - H5. YOU PAYING ON LOAN NOW N X7929 Q674A5 - H5_1. ARE THE PAYMENTS DEFERRED N X7177 Q675A5 - H6. MONTH WHEN WILL START REPAY N X7930 Q676A5 - H6. YEAR WHEN WILL START REPAY N X7931 Q677A5 - H7. ACCUM INTEREST DURING DEFER N X7932 Q678A5 - H8. MONTH DID START PAYING N X7933 Q679A5 - H8. YEAR DID START PAYING N X7934 Q680A5 - H9. REG INSTALL OR OTHER TYPE N X7935 Q681A5 - H10. AGREED TO YEARS OR PMTS N X7936A Q682A5 - H10YRS. NUMBER OF YEARS N X7936 Q683A5 - H10PAY. NUMBER OF PAYMENTS N X7937 Q684A5 - H11. AMOUNT OF REGULAR PAYMENT N X7938 DK5_230 - DECISION TREE TYPE N DK8_230 - RANGE CARD/RANGE N DK9_230 - RANGE FROM CARD? N DK10_230 - DECISION TREE 1 N DK11_230 - DECISION TREE 2 N DK12_230 - DECISION TREE 3 N DK13_230 - DECISION TREE 4 N DK14_230 - DECISION TREE 5 N DK15_230 - DECISION TREE 6 N DK16_230 - DECISION TREE 7 N DK17_230 - RANGE CARD C DK19_230 - LOW END N DK20_230 - HIGH END N DK21_230 - MIDPOINT (CALCULATED) N Q686A5 - H11F. FREQUENCY OF REGULAR PMT N X7939 Q688A5 - H11_1. AMOUNT OF TYPICAL PMT N X7940 DK5_231 - DECISION TREE TYPE N DK8_231 - RANGE CARD/RANGE N DK9_231 - RANGE FROM CARD? N DK10_231 - DECISION TREE 1 N DK11_231 - DECISION TREE 2 N DK12_231 - DECISION TREE 3 N DK13_231 - DECISION TREE 4 N DK14_231 - DECISION TREE 5 N DK15_231 - DECISION TREE 6 N DK16_231 - DECISION TREE 7 N DK17_231 - RANGE CARD C DK19_231 - LOW END N DK20_231 - HIGH END N DK21_231 - MIDPOINT (CALCULATED) N Q690A5 - H11_1F. FREQ OF TYPICAL PMT N X7941 Q692A5 - H12. ON, AHEAD, BEHIND SCHED? N X7944 Q693A5 - H13. MONTH EXPECT TO REPAY N X7942 Q694A5 - H13. YEAR EXPECT TO REPAY N X7943 Q695A5 - H14. CURRENT APR N X7945 Q696A5 - H15. LOAN INSTITUTION ON CARD N X7946 Q699A5 - H16. HOW MUCH STILL OWED N X7947 DK5_232 - DECISION TREE TYPE N DK8_232 - RANGE CARD/RANGE N DK9_232 - RANGE FROM CARD? N DK10_232 - DECISION TREE 1 N DK11_232 - DECISION TREE 2 N DK12_232 - DECISION TREE 3 N DK13_232 - DECISION TREE 4 N DK14_232 - DECISION TREE 5 N DK15_232 - DECISION TREE 6 N DK16_232 - DECISION TREE 7 N DK17_232 - RANGE CARD C DK19_232 - LOW END N DK20_232 - HIGH END N DK21_232 - MIDPOINT (CALCULATED) N Q701A5 - H17. ANOTHER EDUCATION LOAN N X7948 Q669A6 - H3. MONTH LOAN TAKEN OUT N X7949 Q670A6 - H3. YEAR LOAN TAKEN OUT N X7950 Q671A6 - H4. HOW MUCH BORROWED N X7951 DK5_233 - DECISION TREE TYPE N DK8_233 - RANGE CARD/RANGE N DK9_233 - RANGE FROM CARD? N DK10_233 - DECISION TREE 1 N DK11_233 - DECISION TREE 2 N DK12_233 - DECISION TREE 3 N DK13_233 - DECISION TREE 4 N DK14_233 - DECISION TREE 5 N DK15_233 - DECISION TREE 6 N DK16_233 - DECISION TREE 7 N DK17_233 - RANGE CARD C DK19_233 - LOW END N DK20_233 - HIGH END N DK21_233 - MIDPOINT (CALCULATED) N Q673A6 - H5. YOU PAYING ON LOAN NOW N X7952 Q674A6 - H5_1. ARE THE PAYMENTS DEFERRED N X7178 Q675A6 - H6. MONTH WHEN WILL START REPAY N X7953 Q676A6 - H6. YEAR WHEN WILL START REPAY N X7954 Q677A6 - H7. ACCUM INTEREST DURING DEFER N X7955 Q678A6 - H8. MONTH DID START PAYING N X7956 Q679A6 - H8. YEAR DID START PAYING N X7957 Q680A6 - H9. REG INSTALL OR OTHER TYPE? N X7958 Q681A6 - H10. AGREED TO YEARS OR PMTS N X7959A Q682A6 - H10YRS. NUMBER OF YEARS N X7959 Q683A6 - H10PAY. NUMBER OF PAYMENTS N X7960 Q684A6 - H11. AMOUNT OF REGULAR PAYMENT N X7961 DK5_234 - DECISION TREE TYPE N DK8_234 - RANGE CARD/RANGE N DK9_234 - RANGE FROM CARD? N DK10_234 - DECISION TREE 1 N DK11_234 - DECISION TREE 2 N DK12_234 - DECISION TREE 3 N DK13_234 - DECISION TREE 4 N DK14_234 - DECISION TREE 5 N DK15_234 - DECISION TREE 6 N DK16_234 - DECISION TREE 7 N DK17_234 - RANGE CARD C DK19_234 - LOW END N DK20_234 - HIGH END N DK21_234 - MIDPOINT (CALCULATED) N Q686A6 - H11F. FREQUENCY OF REGULAR PMT N X7962 Q688A6 - H11_1. AMOUNT OF TYPICAL PMT N X7963 DK5_235 - DECISION TREE TYPE N DK8_235 - RANGE CARD/RANGE N DK9_235 - RANGE FROM CARD? N DK10_235 - DECISION TREE 1 N DK11_235 - DECISION TREE 2 N DK12_235 - DECISION TREE 3 N DK13_235 - DECISION TREE 4 N DK14_235 - DECISION TREE 5 N DK15_235 - DECISION TREE 6 N DK16_235 - DECISION TREE 7 N DK17_235 - RANGE CARD C DK19_235 - LOW END N DK20_235 - HIGH END N DK21_235 - MIDPOINT (CALCULATED) N Q690A6 - H11_1F. FREQ OF TYPICAL PMT N X7964 Q692A6 - H12. ON, AHEAD, BEHIND SCHED? N X7967 Q693A6 - H13. MONTH EXPECT TO REPAY N X7965 Q694A6 - H13. YEAR EXPECT TO REPAY N X7966 Q695A6 - H14. CURRENT APR N X7968 Q696A6 - H15. LOAN INSTITUTION ON CARD N X7969 Q699A6 - H16. HOW MUCH STILL OWED N X7970 DK5_236 - DECISION TREE TYPE N DK8_236 - RANGE CARD/RANGE N DK9_236 - RANGE FROM CARD? N DK10_236 - DECISION TREE 1 N DK11_236 - DECISION TREE 2 N DK12_236 - DECISION TREE 3 N DK13_236 - DECISION TREE 4 N DK14_236 - DECISION TREE 5 N DK15_236 - DECISION TREE 6 N DK16_236 - DECISION TREE 7 N DK17_236 - RANGE CARD C DK19_236 - LOW END N DK20_236 - HIGH END N DK21_236 - MIDPOINT (CALCULATED) N Q701A6 - H17. ANOTHER EDUCATION LOAN N X7971 Q806 - H18. TOT AMT OWED REMAINING LOANS N X7179 DK5_237 - DECISION TREE TYPE N DK8_237 - RANGE CARD/RANGE N DK9_237 - RANGE FROM CARD? N DK10_237 - DECISION TREE 1 N DK11_237 - DECISION TREE 2 N DK12_237 - DECISION TREE 3 N DK13_237 - DECISION TREE 4 N DK14_237 - DECISION TREE 5 N DK15_237 - DECISION TREE 6 N DK16_237 - DECISION TREE 7 N DK17_237 - RANGE CARD C DK19_237 - LOW END N DK20_237 - HIGH END N DK21_237 - MIDPOINT (CALCULATED) N Q1427 - H18_1.AMT OF PMT ON REMAIN LOANS N X7180 DK5_238 - DECISION TREE TYPE N DK8_238 - RANGE CARD/RANGE N DK9_238 - RANGE FROM CARD? N DK10_238 - DECISION TREE 1 N DK11_238 - DECISION TREE 2 N DK12_238 - DECISION TREE 3 N DK13_238 - DECISION TREE 4 N DK14_238 - DECISION TREE 5 N DK15_238 - DECISION TREE 6 N DK16_238 - DECISION TREE 7 N DK17_238 - RANGE CARD C DK19_238 - LOW END N DK20_238 - HIGH END N DK21_238 - MIDPOINT (CALCULATED) N Q1497 - H18_1F. FREQ OF PMT REMAIN LOANS N X7181 Q702 - I1. DO YOU HAVE ANY OTHER LOANS? N X7182 Q703 - I2. HOW MANY OTHER LOANS N X6694 Q1629A1 - I4_5. IS THIS THE BUSINESS LOAN? N X6842 Q706A1 - I5. MONTH OTHER LOAN TAKEN OUT N X2712 Q707A1 - I5. YEAR OTHER LOAN TAKEN OUT N X2713 Q708A1 - I6. HOW MUCH BORROWED N X2714 DK5_239 - DECISION TREE TYPE N DK8_239 - RANGE CARD/RANGE N DK9_239 - RANGE FROM CARD? N DK10_239 - DECISION TREE 1 N DK11_239 - DECISION TREE 2 N DK12_239 - DECISION TREE 3 N DK13_239 - DECISION TREE 4 N DK14_239 - DECISION TREE 5 N DK15_239 - DECISION TREE 6 N DK16_239 - DECISION TREE 7 N DK17_239 - RANGE CARD C DK19_239 - LOW END N DK20_239 - HIGH END N DK21_239 - MIDPOINT (CALCULATED) N Q710A1 - I7. REG INSTALL OR OTHER TYPE? N X2715 Q711A1 - I8. AGREED TO YEARS OR PAYMENTS N X2717A Q712A1 - I8YRS. NUMBER OF YEARS N X2717 Q713A1 - I8PAY. NUMBER OF PAYMENTS N X2716 Q714A1 - I9. AMOUNT OF REGULAR PAYMENT N X2718 DK5_240 - DECISION TREE TYPE N DK8_240 - RANGE CARD/RANGE N DK9_240 - RANGE FROM CARD? N DK10_240 - DECISION TREE 1 N DK11_240 - DECISION TREE 2 N DK12_240 - DECISION TREE 3 N DK13_240 - DECISION TREE 4 N DK14_240 - DECISION TREE 5 N DK15_240 - DECISION TREE 6 N DK16_240 - DECISION TREE 7 N DK17_240 - RANGE CARD C DK19_240 - LOW END N DK20_240 - HIGH END N DK21_240 - MIDPOINT (CALCULATED) N Q716A1 - I9F. FREQ OF REGULAR PAYMENT N X7527 Q718A1 - I10. AMOUNT OF TYPICAL PAYMENT N X2719 DK5_241 - DECISION TREE TYPE N DK8_241 - RANGE CARD/RANGE N DK9_241 - RANGE FROM CARD? N DK10_241 - DECISION TREE 1 N DK11_241 - DECISION TREE 2 N DK12_241 - DECISION TREE 3 N DK13_241 - DECISION TREE 4 N DK14_241 - DECISION TREE 5 N DK15_241 - DECISION TREE 6 N DK16_241 - DECISION TREE 7 N DK17_241 - RANGE CARD C DK19_241 - LOW END N DK20_241 - HIGH END N DK21_241 - MIDPOINT (CALCULATED) N Q720A1 - I10F. FREQ OF TYPICAL PAYMENT N X2720 Q722A1 - I10_1. ON, AHEAD, BEHIND SCHED? N X7521 Q723A1 - I11. MONTH EXPECT TO REPAY N X2721 Q724A1 - I11. YEAR EXPECT TO REPAY N X2722 Q725A1 - I12. HOW MUCH STILL OWED N X2723 DK5_242 - DECISION TREE TYPE N DK8_242 - RANGE CARD/RANGE N DK9_242 - RANGE FROM CARD? N DK10_242 - DECISION TREE 1 N DK11_242 - DECISION TREE 2 N DK12_242 - DECISION TREE 3 N DK13_242 - DECISION TREE 4 N DK14_242 - DECISION TREE 5 N DK15_242 - DECISION TREE 6 N DK16_242 - DECISION TREE 7 N DK17_242 - RANGE CARD C DK19_242 - LOW END N DK20_242 - HIGH END N DK21_242 - MIDPOINT (CALCULATED) N Q727A1 - I13. CURRENT APR N X2724 Q728A1 - I14. LOAN INSTITUTION ON CARD N X2725 Q731A1 - I15. ANOTHER LOAN N X2726 Q1629A2 - I4_5. IS THIS THE BUSINESS LOAN? N X6843 Q706A2 - I5. MONTH LOAN TAKEN OUT N X2729 Q707A2 - I5. YEAR LOAN TAKEN OUT N X2730 Q708A2 - I6. HOW MUCH BORROWED N X2731 DK5_243 - DECISION TREE TYPE N DK8_243 - RANGE CARD/RANGE N DK9_243 - RANGE FROM CARD? N DK10_243 - DECISION TREE 1 N DK11_243 - DECISION TREE 2 N DK12_243 - DECISION TREE 3 N DK13_243 - DECISION TREE 4 N DK14_243 - DECISION TREE 5 N DK15_243 - DECISION TREE 6 N DK16_243 - DECISION TREE 7 N DK17_243 - RANGE CARD C DK19_243 - LOW END N DK20_243 - HIGH END N DK21_243 - MIDPOINT (CALCULATED) N Q710A2 - I7. REG INSTALL OR OTHER TYPE? N X2732 Q711A2 - I8. AGREED TO YEARS OR PAYMENTS N X2734A Q712A2 - I8YRS. NUMBER OF YEARS N X2734 Q713A2 - I8PAY. NUMBER OF PAYMENTS N X2733 Q714A2 - I9. AMOUNT OF REGULAR PAYMENT N X2735 DK5_244 - DECISION TREE TYPE N DK8_244 - RANGE CARD/RANGE N DK9_244 - RANGE FROM CARD? N DK10_244 - DECISION TREE 1 N DK11_244 - DECISION TREE 2 N DK12_244 - DECISION TREE 3 N DK13_244 - DECISION TREE 4 N DK14_244 - DECISION TREE 5 N DK15_244 - DECISION TREE 6 N DK16_244 - DECISION TREE 7 N DK17_244 - RANGE CARD C DK19_244 - LOW END N DK20_244 - HIGH END N DK21_244 - MIDPOINT (CALCULATED) N Q716A2 - I9F. FREQ OF REGULAR PAYMENT N X7526 Q718A2 - I10. AMOUNT OF TYPICAL PAYMENT N X2736 DK5_245 - DECISION TREE TYPE N DK8_245 - RANGE CARD/RANGE N DK9_245 - RANGE FROM CARD? N DK10_245 - DECISION TREE 1 N DK11_245 - DECISION TREE 2 N DK12_245 - DECISION TREE 3 N DK13_245 - DECISION TREE 4 N DK14_245 - DECISION TREE 5 N DK15_245 - DECISION TREE 6 N DK16_245 - DECISION TREE 7 N DK17_245 - RANGE CARD C DK19_245 - LOW END N DK20_245 - HIGH END N DK21_245 - MIDPOINT (CALCULATED) N Q720A2 - I10F. FREQ OF TYPICAL PAYMENT N X2737 Q722A2 - I10_1. ON, AHEAD, BEHIND SCHED? N X7520 Q723A2 - I11. MONTH EXPECT TO REPAY N X2738 Q724A2 - I11. YEAR EXPECT TO REPAY N X2739 Q725A2 - I12. HOW MUCH STILL OWED N X2740 DK5_246 - DECISION TREE TYPE N DK8_246 - RANGE CARD/RANGE N DK9_246 - RANGE FROM CARD? N DK10_246 - DECISION TREE 1 N DK11_246 - DECISION TREE 2 N DK12_246 - DECISION TREE 3 N DK13_246 - DECISION TREE 4 N DK14_246 - DECISION TREE 5 N DK15_246 - DECISION TREE 6 N DK16_246 - DECISION TREE 7 N DK17_246 - RANGE CARD C DK19_246 - LOW END N DK20_246 - HIGH END N DK21_246 - MIDPOINT (CALCULATED) N Q727A2 - I13. CURRENT APR N X2741 Q728A2 - I14. LOAN INSTITUTION ON CARD N X2742 Q731A2 - I15. ANOTHER LOAN N X2743 Q1629A3 - I4_5. IS THIS THE BUSINESS LOAN? N X6844 Q706A3 - I5. MONTH LOAN TAKEN OUT N X2812 Q707A3 - I5. YEAR LOAN TAKEN OUT N X2813 Q708A3 - I6. HOW MUCH BORROWED N X2814 DK5_247 - DECISION TREE TYPE N DK8_247 - RANGE CARD/RANGE N DK9_247 - RANGE FROM CARD? N DK10_247 - DECISION TREE 1 N DK11_247 - DECISION TREE 2 N DK12_247 - DECISION TREE 3 N DK13_247 - DECISION TREE 4 N DK14_247 - DECISION TREE 5 N DK15_247 - DECISION TREE 6 N DK16_247 - DECISION TREE 7 N DK17_247 - RANGE CARD C DK19_247 - LOW END N DK20_247 - HIGH END N DK21_247 - MIDPOINT (CALCULATED) N Q710A3 - I7. REG INSTALL OR OTHER TYPE? N X2815 Q711A3 - I8. AGREED TO YEARS OR PAYMENTS N X2817A Q712A3 - I8YRS. NUMBER OF YEARS N X2817 Q713A3 - I8PAY. NUMBER OF PAYMENTS N X2816 Q714A3 - I9. AMOUNT OF REGULAR PAYMENT N X2818 DK5_248 - DECISION TREE TYPE N DK8_248 - RANGE CARD/RANGE N DK9_248 - RANGE FROM CARD? N DK10_248 - DECISION TREE 1 N DK11_248 - DECISION TREE 2 N DK12_248 - DECISION TREE 3 N DK13_248 - DECISION TREE 4 N DK14_248 - DECISION TREE 5 N DK15_248 - DECISION TREE 6 N DK16_248 - DECISION TREE 7 N DK17_248 - RANGE CARD C DK19_248 - LOW END N DK20_248 - HIGH END N DK21_248 - MIDPOINT (CALCULATED) N Q716A3 - I9F. FREQ OF REGULAR PAYMENT N X7525 Q718A3 - I10. AMOUNT OF TYPICAL PAYMENT N X2819 DK5_249 - DECISION TREE TYPE N DK8_249 - RANGE CARD/RANGE N DK9_249 - RANGE FROM CARD? N DK10_249 - DECISION TREE 1 N DK11_249 - DECISION TREE 2 N DK12_249 - DECISION TREE 3 N DK13_249 - DECISION TREE 4 N DK14_249 - DECISION TREE 5 N DK15_249 - DECISION TREE 6 N DK16_249 - DECISION TREE 7 N DK17_249 - RANGE CARD C DK19_249 - LOW END N DK20_249 - HIGH END N DK21_249 - MIDPOINT (CALCULATED) N Q720A3 - I10F. FREQ OF TYPICAL PAYMENT N X2820 Q722A3 - I10_1. ON, AHEAD, BEHIND SCHED? N X7519 Q723A3 - I11. MONTH EXPECT TO REPAY N X2821 Q724A3 - I11. YEAR EXPECT TO REPAY N X2822 Q725A3 - I12. HOW MUCH STILL OWED N X2823 DK5_250 - DECISION TREE TYPE N DK8_250 - RANGE CARD/RANGE N DK9_250 - RANGE FROM CARD? N DK10_250 - DECISION TREE 1 N DK11_250 - DECISION TREE 2 N DK12_250 - DECISION TREE 3 N DK13_250 - DECISION TREE 4 N DK14_250 - DECISION TREE 5 N DK15_250 - DECISION TREE 6 N DK16_250 - DECISION TREE 7 N DK17_250 - RANGE CARD C DK19_250 - LOW END N DK20_250 - HIGH END N DK21_250 - MIDPOINT (CALCULATED) N Q727A3 - I13. CURRENT APR N X2824 Q728A3 - I14. LOAN INSTITUTION ON CARD N X2825 Q731A3 - I15. ANOTHER LOAN N X2826 Q1629A4 - I4_5. IS THIS THE BUSINESS LOAN? N X6845 Q706A4 - I5. MONTH LOAN TAKEN OUT N X2829 Q707A4 - I5. YEAR LOAN TAKEN OUT N X2830 Q708A4 - I6. HOW MUCH BORROWED N X2831 DK5_251 - DECISION TREE TYPE N DK8_251 - RANGE CARD/RANGE N DK9_251 - RANGE FROM CARD? N DK10_251 - DECISION TREE 1 N DK11_251 - DECISION TREE 2 N DK12_251 - DECISION TREE 3 N DK13_251 - DECISION TREE 4 N DK14_251 - DECISION TREE 5 N DK15_251 - DECISION TREE 6 N DK16_251 - DECISION TREE 7 N DK17_251 - RANGE CARD C DK19_251 - LOW END N DK20_251 - HIGH END N DK21_251 - MIDPOINT (CALCULATED) N Q710A4 - I7. REG INSTALL OR OTHER TYPE? N X2832 Q711A4 - I8. AGREED TO YEARS OR PAYMENTS N X2834A Q712A4 - I8YRS. NUMBER OF YEARS N X2834 Q713A4 - I8PAY. NUMBER OF PAYMENTS N X2833 Q714A4 - I9. AMOUNT OF REGULAR PAYMENT N X2835 DK5_252 - DECISION TREE TYPE N DK8_252 - RANGE CARD/RANGE N DK9_252 - RANGE FROM CARD? N DK10_252 - DECISION TREE 1 N DK11_252 - DECISION TREE 2 N DK12_252 - DECISION TREE 3 N DK13_252 - DECISION TREE 4 N DK14_252 - DECISION TREE 5 N DK15_252 - DECISION TREE 6 N DK16_252 - DECISION TREE 7 N DK17_252 - RANGE CARD C DK19_252 - LOW END N DK20_252 - HIGH END N DK21_252 - MIDPOINT (CALCULATED) N Q716A4 - I9F. FREQ OF REGULAR PAYMENT N X7524 Q718A4 - I10. AMOUNT OF TYPICAL PAYMENT N X2836 DK5_253 - DECISION TREE TYPE N DK8_253 - RANGE CARD/RANGE N DK9_253 - RANGE FROM CARD? N DK10_253 - DECISION TREE 1 N DK11_253 - DECISION TREE 2 N DK12_253 - DECISION TREE 3 N DK13_253 - DECISION TREE 4 N DK14_253 - DECISION TREE 5 N DK15_253 - DECISION TREE 6 N DK16_253 - DECISION TREE 7 N DK17_253 - RANGE CARD C DK19_253 - LOW END N DK20_253 - HIGH END N DK21_253 - MIDPOINT (CALCULATED) N Q720A4 - I10F. FREQ OF TYPICAL PAYMENT N X2837 Q722A4 - I10_1. ON, AHEAD, BEHIND SCHED? N X7518 Q723A4 - I11. MONTH EXPECT TO REPAY N X2838 Q724A4 - I11. YEAR EXPECT TO REPAY N X2839 Q725A4 - I12. HOW MUCH STILL OWED N X2840 DK5_254 - DECISION TREE TYPE N DK8_254 - RANGE CARD/RANGE N DK9_254 - RANGE FROM CARD? N DK10_254 - DECISION TREE 1 N DK11_254 - DECISION TREE 2 N DK12_254 - DECISION TREE 3 N DK13_254 - DECISION TREE 4 N DK14_254 - DECISION TREE 5 N DK15_254 - DECISION TREE 6 N DK16_254 - DECISION TREE 7 N DK17_254 - RANGE CARD C DK19_254 - LOW END N DK20_254 - HIGH END N DK21_254 - MIDPOINT (CALCULATED) N Q727A4 - I13. CURRENT APR N X2841 Q728A4 - I14. LOAN INSTITUTION ON CARD N X2842 Q731A4 - I15. ANOTHER LOAN N X2843 Q1629A5 - I4_5. IS THIS THE BUSINESS LOAN? N X6846 Q706A5 - I5. MONTH LOAN TAKEN OUT N X2912 Q707A5 - I5. YEAR LOAN TAKEN OUT N X2913 Q708A5 - I6. HOW MUCH BORROWED N X2914 DK5_255 - DECISION TREE TYPE N DK8_255 - RANGE CARD/RANGE N DK9_255 - RANGE FROM CARD? N DK10_255 - DECISION TREE 1 N DK11_255 - DECISION TREE 2 N DK12_255 - DECISION TREE 3 N DK13_255 - DECISION TREE 4 N DK14_255 - DECISION TREE 5 N DK15_255 - DECISION TREE 6 N DK16_255 - DECISION TREE 7 N DK17_255 - RANGE CARD C DK19_255 - LOW END N DK20_255 - HIGH END N DK21_255 - MIDPOINT (CALCULATED) N Q710A5 - I7. REG INSTALL OR OTHER TYPE? N X2915 Q711A5 - I8. AGREED TO YEARS OR PAYMENTS N X2917A Q712A5 - I8YRS. NUMBER OF YEARS N X2917 Q713A5 - I8PAY. NUMBER OF PAYMENTS N X2916 Q714A5 - I9. AMOUNT OF REGULAR PAYMENT N X2918 DK5_256 - DECISION TREE TYPE N DK8_256 - RANGE CARD/RANGE N DK9_256 - RANGE FROM CARD? N DK10_256 - DECISION TREE 1 N DK11_256 - DECISION TREE 2 N DK12_256 - DECISION TREE 3 N DK13_256 - DECISION TREE 4 N DK14_256 - DECISION TREE 5 N DK15_256 - DECISION TREE 6 N DK16_256 - DECISION TREE 7 N DK17_256 - RANGE CARD C DK19_256 - LOW END N DK20_256 - HIGH END N DK21_256 - MIDPOINT (CALCULATED) N Q716A5 - I9F. FREQ OF REGULAR PAYMENT N X7523 Q718A5 - I10. AMOUNT OF TYPICAL PAYMENT N X2919 DK5_257 - DECISION TREE TYPE N DK8_257 - RANGE CARD/RANGE N DK9_257 - RANGE FROM CARD? N DK10_257 - DECISION TREE 1 N DK11_257 - DECISION TREE 2 N DK12_257 - DECISION TREE 3 N DK13_257 - DECISION TREE 4 N DK14_257 - DECISION TREE 5 N DK15_257 - DECISION TREE 6 N DK16_257 - DECISION TREE 7 N DK17_257 - RANGE CARD C DK19_257 - LOW END N DK20_257 - HIGH END N DK21_257 - MIDPOINT (CALCULATED) N Q720A5 - I10F. FREQ OF TYPICAL PAYMENT N X2920 Q722A5 - I10_1. ON, AHEAD, BEHIND SCHED? N X7517 Q723A5 - I11. MONTH EXPECT TO REPAY N X2921 Q724A5 - I11. YEAR EXPECT TO REPAY N X2922 Q725A5 - I12. HOW MUCH STILL OWED N X2923 DK5_258 - DECISION TREE TYPE N DK8_258 - RANGE CARD/RANGE N DK9_258 - RANGE FROM CARD? N DK10_258 - DECISION TREE 1 N DK11_258 - DECISION TREE 2 N DK12_258 - DECISION TREE 3 N DK13_258 - DECISION TREE 4 N DK14_258 - DECISION TREE 5 N DK15_258 - DECISION TREE 6 N DK16_258 - DECISION TREE 7 N DK17_258 - RANGE CARD C DK19_258 - LOW END N DK20_258 - HIGH END N DK21_258 - MIDPOINT (CALCULATED) N Q727A5 - I13. CURRENT APR N X2924 Q728A5 - I14. LOAN INSTITUTION ON CARD N X2925 Q731A5 - I15. ANOTHER LOAN N X2926 Q1629A6 - I4_5. IS THIS THE BUSINESS LOAN? N X6847 Q706A6 - I5. MONTH LOAN TAKEN OUT N X2929 Q707A6 - I5. YEAR LOAN TAKEN OUT N X2930 Q708A6 - I6. HOW MUCH BORROWED N X2931 DK5_259 - DECISION TREE TYPE N DK8_259 - RANGE CARD/RANGE N DK9_259 - RANGE FROM CARD? N DK10_259 - DECISION TREE 1 N DK11_259 - DECISION TREE 2 N DK12_259 - DECISION TREE 3 N DK13_259 - DECISION TREE 4 N DK14_259 - DECISION TREE 5 N DK15_259 - DECISION TREE 6 N DK16_259 - DECISION TREE 7 N DK17_259 - RANGE CARD C DK19_259 - LOW END N DK20_259 - HIGH END N DK21_259 - MIDPOINT (CALCULATED) N Q710A6 - I7. REG INSTALL OR OTHER TYPE? N X2932 Q711A6 - I8. AGREED TO YEARS OR PAYMENTS N X2934A Q712A6 - I8YRS. NUMBER OF YEARS N X2934 Q713A6 - I8PAY. NUMBER OF PAYMENTS N X2933 Q714A6 - I9. AMOUNT OF REGULAR PAYMENT N X2935 DK5_260 - DECISION TREE TYPE N DK8_260 - RANGE CARD/RANGE N DK9_260 - RANGE FROM CARD? N DK10_260 - DECISION TREE 1 N DK11_260 - DECISION TREE 2 N DK12_260 - DECISION TREE 3 N DK13_260 - DECISION TREE 4 N DK14_260 - DECISION TREE 5 N DK15_260 - DECISION TREE 6 N DK16_260 - DECISION TREE 7 N DK17_260 - RANGE CARD C DK19_260 - LOW END N DK20_260 - HIGH END N DK21_260 - MIDPOINT (CALCULATED) N Q716A6 - I9F. FREQ OF REGULAR PAYMENT N X7522 Q718A6 - I10. AMOUNT OF TYPICAL PAYMENT N X2936 DK5_261 - DECISION TREE TYPE N DK8_261 - RANGE CARD/RANGE N DK9_261 - RANGE FROM CARD? N DK10_261 - DECISION TREE 1 N DK11_261 - DECISION TREE 2 N DK12_261 - DECISION TREE 3 N DK13_261 - DECISION TREE 4 N DK14_261 - DECISION TREE 5 N DK15_261 - DECISION TREE 6 N DK16_261 - DECISION TREE 7 N DK17_261 - RANGE CARD C DK19_261 - LOW END N DK20_261 - HIGH END N DK21_261 - MIDPOINT (CALCULATED) N Q720A6 - I10F. FREQ OF TYPICAL PAYMENT N X2937 Q722A6 - I10_1. ON, AHEAD, BEHIND SCHED? N X7516 Q723A6 - I11. MONTH EXPECT TO REPAY N X2938 Q724A6 - I11. YEAR EXPECT TO REPAY N X2939 Q725A6 - I12. HOW MUCH STILL OWED N X2940 DK5_262 - DECISION TREE TYPE N DK8_262 - RANGE CARD/RANGE N DK9_262 - RANGE FROM CARD? N DK10_262 - DECISION TREE 1 N DK11_262 - DECISION TREE 2 N DK12_262 - DECISION TREE 3 N DK13_262 - DECISION TREE 4 N DK14_262 - DECISION TREE 5 N DK15_262 - DECISION TREE 6 N DK16_262 - DECISION TREE 7 N DK17_262 - RANGE CARD C DK19_262 - LOW END N DK20_262 - HIGH END N DK21_262 - MIDPOINT (CALCULATED) N Q727A6 - I13. CURRENT APR N X2941 Q728A6 - I14. LOAN INSTITUTION ON CARD N X2942 Q731A6 - I15. ANOTHER LOAN N X2943 Q840 - I16. TOTAL AMT OWED ON ALL REMAIN N X7183 DK5_263 - DECISION TREE TYPE N DK8_263 - RANGE CARD/RANGE N DK9_263 - RANGE FROM CARD? N DK10_263 - DECISION TREE 1 N DK11_263 - DECISION TREE 2 N DK12_263 - DECISION TREE 3 N DK13_263 - DECISION TREE 4 N DK14_263 - DECISION TREE 5 N DK15_263 - DECISION TREE 6 N DK16_263 - DECISION TREE 7 N DK17_263 - RANGE CARD C DK19_263 - LOW END N DK20_263 - HIGH END N DK21_263 - MIDPOINT (CALCULATED) N Q1535 - I16_1. AMT OF PMT ON REMAINING N X7184 DK5_264 - DECISION TREE TYPE N DK8_264 - RANGE CARD/RANGE N DK9_264 - RANGE FROM CARD? N DK10_264 - DECISION TREE 1 N DK11_264 - DECISION TREE 2 N DK12_264 - DECISION TREE 3 N DK13_264 - DECISION TREE 4 N DK14_264 - DECISION TREE 5 N DK15_264 - DECISION TREE 6 N DK16_264 - DECISION TREE 7 N DK17_264 - RANGE CARD C DK19_264 - LOW END N DK20_264 - HIGH END N DK21_264 - MIDPOINT (CALCULATED) N Q1596 - I16_1F. FREQ OF PMTS ON REMAIN N X7185 Q732 - I19. ALL PMTS ON, AHEAD, BEHIND? N X3004 Q733 - I19_1. EVER BEHIND 2 MO. OR MORE? N X3005 Q1472 - I20. FILED FOR BANKRUPTCY? N X6772 Q1473 - I20_1 MOST RECENT TIME - BANKRUPTCY N X6773A Q1600 - I20_1YRS. NUMBER OF YEARS AGO N X6773 Q1601 - I20_1YR. YEAR N X6774 Q735 - J2. FORESEEABLE MAJOR EXPENSES? N X3010 Q736A1 - J2_1. WHAT KINDS OF OBLIGATIONS N X3011 Q736A2 - J2_1. WHAT KINDS OF OBLIGATIONS N X3012 Q736A3 - J2_1. WHAT KINDS OF OBLIGATIONS N X3013 Q736A4 - J2_1. WHAT KINDS OF OBLIGATIONS N X7512 Q736A5 - J2_1. WHAT KINDS OF OBLIGATIONS N X7511 Q736A6 - J2_1. WHAT KINDS OF OBLIGATIONS N X6667 Q738 - J2_2. SAVING NOW FOR THESE? N X7186 Q739 - J3. PLANNING PERIOD N X3008 Q740 - J5. HOW MUCH FIN RISK WILL TAKE? N X3014 Q741A1 - J6. SAVING HABITS N X3015A Q741A2 - J6. SAVING HABITS N X3016A Q741A3 - J6. SAVING HABITS N X3017A Q741A4 - J6. SAVING HABITS N X3018A Q741A5 - J6. SAVING HABITS N X3019A Q741A6 - J6. SAVING HABITS N X3020A Q742 - J7. HOW RATE RETIREMENT INCOME N X3023 Q743 - J9. SPEND MORE, EQUAL, LESS INC? N X7510 Q744 - J9_1. BOUGHT HOME, AUTO, INVEST? N X7509 Q745 - J9_2.W/OUT INVEST, HOW MUCH SPEND N X7508 Q746 - J9_3. HOW MADE UP DIFFERENCE N X7507 Q748 - J9_4. BOUGHT HOME, AUTO, INVEST? N X7506 Q749 - J10. HOW MUCH SAVINGS DO YOU NEED N X7187 DK5_265 - DECISION TREE TYPE N DK8_265 - RANGE CARD/RANGE N DK9_265 - RANGE FROM CARD? N DK10_265 - DECISION TREE 1 N DK11_265 - DECISION TREE 2 N DK12_265 - DECISION TREE 3 N DK13_265 - DECISION TREE 4 N DK14_265 - DECISION TREE 5 N DK15_265 - DECISION TREE 6 N DK16_265 - DECISION TREE 7 N DK17_265 - RANGE CARD C DK19_265 - LOW END N DK20_265 - HIGH END N DK21_265 - MIDPOINT (CALCULATED) N Q1608 - J11. LUCKY WITH FINANCIAL AFFAIRS? N X6788 Q1609 - J12. LIKELY TO SPEND? N X6789 Q751 - N1. HAVE ANY CHECKING ACCOUNTS? N X3501 Q752 - N2. EVER HAD CHECKING ACCOUNT? N X3502 Q753 - N2_1. REASON NO CHECKING ACCOUNT N X3503 Q756 - N3. NUMBER OF CHECKING ACCOUNTS N X6695 Q758A1 - N4. INSTITUTION N X3505 Q761A1 - N5. AMOUNT IN CHECKING ACCOUNT N X3506 DK5_266 - DECISION TREE TYPE N DK8_266 - RANGE CARD/RANGE N DK9_266 - RANGE FROM CARD? N DK10_266 - DECISION TREE 1 N DK11_266 - DECISION TREE 2 N DK12_266 - DECISION TREE 3 N DK13_266 - DECISION TREE 4 N DK14_266 - DECISION TREE 5 N DK15_266 - DECISION TREE 6 N DK16_266 - DECISION TREE 7 N DK17_266 - RANGE CARD C DK19_266 - LOW END N DK20_266 - HIGH END N DK21_266 - MIDPOINT (CALCULATED) N Q763A1 - N6. MONEY-MARKET TYPE ACCOUNT? N X3507 Q764A1 - N6_2. JOINT, YOUR, SPOUSES NAME N X7601 Q766A1 - N7. ANOTHER CHECKING ACCOUNT? N X3508 Q758A2 - N4. INSTITUTION N X3509 Q761A2 - N5. AMOUNT IN CHECKING ACCOUNT N X3510 DK5_267 - DECISION TREE TYPE N DK8_267 - RANGE CARD/RANGE N DK9_267 - RANGE FROM CARD? N DK10_267 - DECISION TREE 1 N DK11_267 - DECISION TREE 2 N DK12_267 - DECISION TREE 3 N DK13_267 - DECISION TREE 4 N DK14_267 - DECISION TREE 5 N DK15_267 - DECISION TREE 6 N DK16_267 - DECISION TREE 7 N DK17_267 - RANGE CARD C DK19_267 - LOW END N DK20_267 - HIGH END N DK21_267 - MIDPOINT (CALCULATED) N Q763A2 - N6. MONEY-MARKET TYPE ACCOUNT? N X3511 Q764A2 - N6_2. JOINT, YOUR, SPOUSES NAME N X7603 Q766A2 - N7. ANOTHER CHECKING ACCOUNT? N X3512 Q758A3 - N4. INSTITUTION N X3513 Q761A3 - N5. AMOUNT IN CHECKING ACCOUNT N X3514 DK5_268 - DECISION TREE TYPE N DK8_268 - RANGE CARD/RANGE N DK9_268 - RANGE FROM CARD? N DK10_268 - DECISION TREE 1 N DK11_268 - DECISION TREE 2 N DK12_268 - DECISION TREE 3 N DK13_268 - DECISION TREE 4 N DK14_268 - DECISION TREE 5 N DK15_268 - DECISION TREE 6 N DK16_268 - DECISION TREE 7 N DK17_268 - RANGE CARD C DK19_268 - LOW END N DK20_268 - HIGH END N DK21_268 - MIDPOINT (CALCULATED) N Q763A3 - N6. MONEY-MARKET TYPE ACCOUNT? N X3515 Q764A3 - N6_2. JOINT, YOUR, SPOUSES NAME N X7605 Q766A3 - N7. ANOTHER CHECKING ACCOUNT? N X3516 Q758A4 - N4. INSTITUTION N X3517 Q761A4 - N5. AMOUNT IN CHECKING ACCOUNT N X3518 DK5_269 - DECISION TREE TYPE N DK8_269 - RANGE CARD/RANGE N DK9_269 - RANGE FROM CARD? N DK10_269 - DECISION TREE 1 N DK11_269 - DECISION TREE 2 N DK12_269 - DECISION TREE 3 N DK13_269 - DECISION TREE 4 N DK14_269 - DECISION TREE 5 N DK15_269 - DECISION TREE 6 N DK16_269 - DECISION TREE 7 N DK17_269 - RANGE CARD C DK19_269 - LOW END N DK20_269 - HIGH END N DK21_269 - MIDPOINT (CALCULATED) N Q763A4 - N6. MONEY-MARKET TYPE ACCOUNT? N X3519 Q764A4 - N6_2. JOINT, YOUR, SPOUSES NAME N X7607 Q766A4 - N7. ANOTHER CHECKING ACCOUNT? N X3520 Q758A5 - N4. INSTITUTION N X3521 Q761A5 - N5. AMOUNT IN CHECKING ACCOUNT N X3522 DK5_270 - DECISION TREE TYPE N DK8_270 - RANGE CARD/RANGE N DK9_270 - RANGE FROM CARD? N DK10_270 - DECISION TREE 1 N DK11_270 - DECISION TREE 2 N DK12_270 - DECISION TREE 3 N DK13_270 - DECISION TREE 4 N DK14_270 - DECISION TREE 5 N DK15_270 - DECISION TREE 6 N DK16_270 - DECISION TREE 7 N DK17_270 - RANGE CARD C DK19_270 - LOW END N DK20_270 - HIGH END N DK21_270 - MIDPOINT (CALCULATED) N Q763A5 - N6. MONEY-MARKET TYPE ACCOUNT? N X3523 Q764A5 - N6_2. JOINT, YOUR, SPOUSES NAME N X7609 Q766A5 - N7. ANOTHER CHECKING ACCOUNT? N X3524 Q758A6 - N4. INSTITUTION N X3525 Q761A6 - N5. AMOUNT IN CHECKING ACCOUNT N X3526 DK5_271 - DECISION TREE TYPE N DK8_271 - RANGE CARD/RANGE N DK9_271 - RANGE FROM CARD? N DK10_271 - DECISION TREE 1 N DK11_271 - DECISION TREE 2 N DK12_271 - DECISION TREE 3 N DK13_271 - DECISION TREE 4 N DK14_271 - DECISION TREE 5 N DK15_271 - DECISION TREE 6 N DK16_271 - DECISION TREE 7 N DK17_271 - RANGE CARD C DK19_271 - LOW END N DK20_271 - HIGH END N DK21_271 - MIDPOINT (CALCULATED) N Q763A6 - N6. MONEY-MARKET TYPE ACCOUNT? N X3527 Q764A6 - N6_2. JOINT, YOUR, SPOUSES NAME N X7611 Q766A6 - N7. ANOTHER CHECKING ACCOUNT? N X3528 Q767 - N8. AMT IN REMAIN CHECK ACCOUNTS N X3529 DK5_272 - DECISION TREE TYPE N DK8_272 - RANGE CARD/RANGE N DK9_272 - RANGE FROM CARD? N DK10_272 - DECISION TREE 1 N DK11_272 - DECISION TREE 2 N DK12_272 - DECISION TREE 3 N DK13_272 - DECISION TREE 4 N DK14_272 - DECISION TREE 5 N DK15_272 - DECISION TREE 6 N DK16_272 - DECISION TREE 7 N DK17_272 - RANGE CARD C DK19_272 - LOW END N DK20_272 - HIGH END N DK21_272 - MIDPOINT (CALCULATED) N Q769 - CHECKING N NULL Q770 - N9. REASON CHOSE INSTITUTION N X3530 Q772 - N9_1. # OF YEARS W/INSTITUTION N X3531 Q774 - N10. HAVE ANY IRA/KEOGH ACCOUNTS N X3601 Q776A1 - N10_1. IRA/KEOGH ACCOUNTS YOURS N X3602 Q777A1 - N11. NUMBER OF IRA/KEO ACCOUNTS N X3603 Q779A1 - N12. IRA OR KEOGH? N X3604A Q780A1B1 - N13. INSTITUTION N X3606 Q780A1B2 - N13. INSTITUTION N X3607 Q780A1B3 - N13. INSTITUTION N X3608 Q780A1B4 - N13. INSTITUTION N X3609 Q780A1B5 - N13. INSTITUTION N X7501 Q780A1B6 - N13. INSTITUTION N X6721 Q780A1B7 - N13. INSTITUTION N X7501B Q780A1B8 - N13. INSTITUTION N X7501C Q780A1B9 - N13. INSTITUTION N X7501D Q780A1BM - N13. INSTITUTION N X7501E Q780A1BN - N13. INSTITUTION N X7501F Q783A1 - N14. TOTAL AMOUNT IN ACCOUNTS N X3610 DK5_273 - DECISION TREE TYPE N DK8_273 - RANGE CARD/RANGE N DK9_273 - RANGE FROM CARD? N DK10_273 - DECISION TREE 1 N DK11_273 - DECISION TREE 2 N DK12_273 - DECISION TREE 3 N DK13_273 - DECISION TREE 4 N DK14_273 - DECISION TREE 5 N DK15_273 - DECISION TREE 6 N DK16_273 - DECISION TREE 7 N DK17_273 - RANGE CARD C DK19_273 - LOW END N DK20_273 - HIGH END N DK21_273 - MIDPOINT (CALCULATED) N Q776A2 - N10_1. IRA/KEOGH ACCOUNTS SP/P N X3612 Q777A2 - N11. NUMBER OF IRA/KE ACCOUNTS N X3613 Q779A2 - N12. IRA OR KEOGH? N X3614A Q780A2B1 - N13. INSTITUTION N X3616 Q780A2B2 - N13. INSTITUTION N X3617 Q780A2B3 - N13. INSTITUTION N X3618 Q780A2B4 - N13. INSTITUTION N X3619 Q780A2B5 - N13. INSTITUTION N X7502 Q780A2B6 - N13. INSTITUTION N X6722 Q780A2B7 - N13. INSTITUTION N X7502B Q780A2B8 - N13. INSTITUTION N X7502C Q780A2B9 - N13. INSTITUTION N X7502D Q780A2BM - N13. INSTITUTION N X7502E Q780A2BN - N13. INSTITUTION N X7502F Q783A2 - N14. TOTAL AMOUNT IN ACCOUNTS N X3620 DK5_274 - DECISION TREE TYPE N DK8_274 - RANGE CARD/RANGE N DK9_274 - RANGE FROM CARD? N DK10_274 - DECISION TREE 1 N DK11_274 - DECISION TREE 2 N DK12_274 - DECISION TREE 3 N DK13_274 - DECISION TREE 4 N DK14_274 - DECISION TREE 5 N DK15_274 - DECISION TREE 6 N DK16_274 - DECISION TREE 7 N DK17_274 - RANGE CARD C DK19_274 - LOW END N DK20_274 - HIGH END N DK21_274 - MIDPOINT (CALCULATED) N Q776A3 - N10_1. IRA/KEOGH ACCOUNTS OTHER N X3622 Q777A3 - N11. NUMBER OF IRA/KEO ACCOUNTS N X3623 Q779A3 - N12. IRA OR KEOGH? N X3624A Q780A3B1 - N13. INSTITUTION N X3626 Q780A3B2 - N13. INSTITUTION N X3627 Q780A3B3 - N13. INSTITUTION N X3628 Q780A3B4 - N13. INSTITUTION N X3629 Q780A3B5 - N13. INSTITUTION N X7503 Q780A3B6 - N13. INSTITUTION N X7503A Q780A3B7 - N13. INSTITUTION N X7503B Q780A3B8 - N13. INSTITUTION N X7503C Q780A3B9 - N13. INSTITUTION N X7503D Q780A3BM - N13. INSTITUTION N X7503E Q780A3BN - N13. INSTITUTION N X7503F Q783A3 - N14. TOTAL AMOUNT IN ACCOUNTS N X3630 DK5_275 - DECISION TREE TYPE N DK8_275 - RANGE CARD/RANGE N DK9_275 - RANGE FROM CARD? N DK10_275 - DECISION TREE 1 N DK11_275 - DECISION TREE 2 N DK12_275 - DECISION TREE 3 N DK13_275 - DECISION TREE 4 N DK14_275 - DECISION TREE 5 N DK15_275 - DECISION TREE 6 N DK16_275 - DECISION TREE 7 N DK17_275 - RANGE CARD C DK19_275 - LOW END N DK20_275 - HIGH END N DK21_275 - MIDPOINT (CALCULATED) N Q787 - N15. HOW IS IRA/KEOGH INVESTED? N X3631 Q790 - N16. HAVE MONEY-MARKET ACCOUNTS? N X3701 Q791 - N16_1. NUMBER OF MONEY-MARKET ACC N X6696 Q793A1 - N17. CHECK WRITING PRIVILEGES? N X3703 Q794A1 - N18. TAX-FREE ACCOUNT? N X3704 Q795A1 - N19. INSTITUTION N X3705 Q798A1 - N20. AMOUNT IN ACCOUNT N X3706 DK5_276 - DECISION TREE TYPE N DK8_276 - RANGE CARD/RANGE N DK9_276 - RANGE FROM CARD? N DK10_276 - DECISION TREE 1 N DK11_276 - DECISION TREE 2 N DK12_276 - DECISION TREE 3 N DK13_276 - DECISION TREE 4 N DK14_276 - DECISION TREE 5 N DK15_276 - DECISION TREE 6 N DK16_276 - DECISION TREE 7 N DK17_276 - RANGE CARD C DK19_276 - LOW END N DK20_276 - HIGH END N DK21_276 - MIDPOINT (CALCULATED) N Q800A1 - N20_2.JOINT, YOUR, SPOUSES NAME N X7613 Q802A1 - N21. ANOTHER MONEY-MARKET ACCT? N X3707 Q793A2 - N17. CHECK WRITING PRIVILEGES? N X3708 Q794A2 - N18. TAX-FREE ACCOUNT? N X3709 Q795A2 - N19. INSTITUTION N X3710 Q798A2 - N20. AMOUNT IN ACCOUNT N X3711 DK5_277 - DECISION TREE TYPE N DK8_277 - RANGE CARD/RANGE N DK9_277 - RANGE FROM CARD? N DK10_277 - DECISION TREE 1 N DK11_277 - DECISION TREE 2 N DK12_277 - DECISION TREE 3 N DK13_277 - DECISION TREE 4 N DK14_277 - DECISION TREE 5 N DK15_277 - DECISION TREE 6 N DK16_277 - DECISION TREE 7 N DK17_277 - RANGE CARD C DK19_277 - LOW END N DK20_277 - HIGH END N DK21_277 - MIDPOINT (CALCULATED) N Q800A2 - N20_2.JOINT, YOUR, SPOUSES NAME N X7615 Q802A2 - N21. ANOTHER MONEY-MARKET ACCT? N X3712 Q793A3 - N17. CHECK WRITING PRIVILEGES? N X3713 Q794A3 - N18. TAX-FREE ACCOUNT? N X3714 Q795A3 - N19. INSTITUTION N X3715 Q798A3 - N20. AMOUNT IN ACCOUNT N X3716 DK5_278 - DECISION TREE TYPE N DK8_278 - RANGE CARD/RANGE N DK9_278 - RANGE FROM CARD? N DK10_278 - DECISION TREE 1 N DK11_278 - DECISION TREE 2 N DK12_278 - DECISION TREE 3 N DK13_278 - DECISION TREE 4 N DK14_278 - DECISION TREE 5 N DK15_278 - DECISION TREE 6 N DK16_278 - DECISION TREE 7 N DK17_278 - RANGE CARD C DK19_278 - LOW END N DK20_278 - HIGH END N DK21_278 - MIDPOINT (CALCULATED) N Q800A3 - N20_2.JOINT, YOUR, SPOUSES NAME N X7617 Q802A3 - N21. ANOTHER MONEY-MARKET ACCT? N X3717 Q803 - N21_1. AMOUNT IN REMAINING ACCTS N X3718 DK5_279 - DECISION TREE TYPE N DK8_279 - RANGE CARD/RANGE N DK9_279 - RANGE FROM CARD? N DK10_279 - DECISION TREE 1 N DK11_279 - DECISION TREE 2 N DK12_279 - DECISION TREE 3 N DK13_279 - DECISION TREE 4 N DK14_279 - DECISION TREE 5 N DK15_279 - DECISION TREE 6 N DK16_279 - DECISION TREE 7 N DK17_279 - RANGE CARD C DK19_279 - LOW END N DK20_279 - HIGH END N DK21_279 - MIDPOINT (CALCULATED) N Q805 - MONEY MARKET. N NULL Q807 - N22. DO YOU HAVE ANY CDS? N X3719 Q808 - N22_1. TOTAL NUMBER OF CDS N X3720 Q809 - N22_2. TOTAL VALUE OF CDS N X3721 DK5_280 - DECISION TREE TYPE N DK8_280 - RANGE CARD/RANGE N DK9_280 - RANGE FROM CARD? N DK10_280 - DECISION TREE 1 N DK11_280 - DECISION TREE 2 N DK12_280 - DECISION TREE 3 N DK13_280 - DECISION TREE 4 N DK14_280 - DECISION TREE 5 N DK15_280 - DECISION TREE 6 N DK16_280 - DECISION TREE 7 N DK17_280 - RANGE CARD C DK19_280 - LOW END N DK20_280 - HIGH END N DK21_280 - MIDPOINT (CALCULATED) N Q811A1 - N22_3.INSTITUTION N X3722 Q811A2 - N22_3.INSTITUTION N X3723 Q811A3 - N22_3.INSTITUTION N X3724 Q811A4 - N22_3.INSTITUTION N X3725 Q811A5 - N22_3.INSTITUTION N X7618 Q811A6 - N22_3.INSTITUTION N X6654 Q811A7 - N22_3.INSTITUTION N X6655 Q811A8 - N22_3.INSTITUTION N X7618C Q811A9 - N22_3.INSTITUTION N X7618D Q811A10 - N22_3.INSTITUTION N X7618E Q811A11 - N22_3.INSTITUTION N X7618F Q814 - N22_4. JOINT, YOUR, SPOUSES NAME? N X7620 Q816 - N23. ANY OTHER SAVINGS ACCOUNTS? N X3801 Q817 - N23_1. NUMBER OF OTHER ACCOUNTS N X6697 Q819A1 - N24. INSTITUTION N X3803 Q823A1 - N25. AMOUNT IN SAVINGS ACCOUNT N X3804 DK5_281 - DECISION TREE TYPE N DK8_281 - RANGE CARD/RANGE N DK9_281 - RANGE FROM CARD? N DK10_281 - DECISION TREE 1 N DK11_281 - DECISION TREE 2 N DK12_281 - DECISION TREE 3 N DK13_281 - DECISION TREE 4 N DK14_281 - DECISION TREE 5 N DK15_281 - DECISION TREE 6 N DK16_281 - DECISION TREE 7 N DK17_281 - RANGE CARD C DK19_281 - LOW END N DK20_281 - HIGH END N DK21_281 - MIDPOINT (CALCULATED) N Q825A1 - N25_2.JOINT, YOUR, SPOUSES NAME N X7622 Q827A1 - N26. ANOTHER SAVINGS ACCOUNT? N X3805 Q819A2 - N24. INSTITUTION N X3806 Q823A2 - N25. AMOUNT IN SAVINGS ACCOUNT N X3807 DK5_282 - DECISION TREE TYPE N DK8_282 - RANGE CARD/RANGE N DK9_282 - RANGE FROM CARD? N DK10_282 - DECISION TREE 1 N DK11_282 - DECISION TREE 2 N DK12_282 - DECISION TREE 3 N DK13_282 - DECISION TREE 4 N DK14_282 - DECISION TREE 5 N DK15_282 - DECISION TREE 6 N DK16_282 - DECISION TREE 7 N DK17_282 - RANGE CARD C DK19_282 - LOW END N DK20_282 - HIGH END N DK21_282 - MIDPOINT (CALCULATED) N Q825A2 - N25_2.JOINT, YOUR, SPOUSES NAME N X7624 Q827A2 - N26. ANOTHER SAVINGS ACCOUNT? N X3808 Q819A3 - N24. INSTITUTION N X3809 Q823A3 - N25. AMOUNT IN SAVINGS ACCOUNT N X3810 DK5_283 - DECISION TREE TYPE N DK8_283 - RANGE CARD/RANGE N DK9_283 - RANGE FROM CARD? N DK10_283 - DECISION TREE 1 N DK11_283 - DECISION TREE 2 N DK12_283 - DECISION TREE 3 N DK13_283 - DECISION TREE 4 N DK14_283 - DECISION TREE 5 N DK15_283 - DECISION TREE 6 N DK16_283 - DECISION TREE 7 N DK17_283 - RANGE CARD C DK19_283 - LOW END N DK20_283 - HIGH END N DK21_283 - MIDPOINT (CALCULATED) N Q825A3 - N25_2.JOINT, YOUR, SPOUSES NAME N X7626 Q827A3 - N26. ANOTHER SAVINGS ACCOUNT? N X3811 Q819A4 - N24. INSTITUTION N X3812 Q823A4 - N25. AMOUNT IN SAVINGS ACCOUNT N X3813 DK5_284 - DECISION TREE TYPE N DK8_284 - RANGE CARD/RANGE N DK9_284 - RANGE FROM CARD? N DK10_284 - DECISION TREE 1 N DK11_284 - DECISION TREE 2 N DK12_284 - DECISION TREE 3 N DK13_284 - DECISION TREE 4 N DK14_284 - DECISION TREE 5 N DK15_284 - DECISION TREE 6 N DK16_284 - DECISION TREE 7 N DK17_284 - RANGE CARD C DK19_284 - LOW END N DK20_284 - HIGH END N DK21_284 - MIDPOINT (CALCULATED) N Q825A4 - N25_2.JOINT, YOUR, SPOUSES NAME N X7628 Q827A4 - N26. ANOTHER SAVINGS ACCOUNT? N X3814 Q819A5 - N24. INSTITUTION N X3815 Q823A5 - N25. AMOUNT IN SAVINGS ACCOUNT N X3816 DK5_285 - DECISION TREE TYPE N DK8_285 - RANGE CARD/RANGE N DK9_285 - RANGE FROM CARD? N DK10_285 - DECISION TREE 1 N DK11_285 - DECISION TREE 2 N DK12_285 - DECISION TREE 3 N DK13_285 - DECISION TREE 4 N DK14_285 - DECISION TREE 5 N DK15_285 - DECISION TREE 6 N DK16_285 - DECISION TREE 7 N DK17_285 - RANGE CARD C DK19_285 - LOW END N DK20_285 - HIGH END N DK21_285 - MIDPOINT (CALCULATED) N Q825A5 - N25_2.JOINT, YOUR, SPOUSES NAME N X7630 Q827A5 - N26. ANY REMAIN SAVINGS ACCTS? N X3817 Q828 - N26_1. AMT IN REMAIN SAVINGS ACCT N X3818 DK5_286 - DECISION TREE TYPE N DK8_286 - RANGE CARD/RANGE N DK9_286 - RANGE FROM CARD? N DK10_286 - DECISION TREE 1 N DK11_286 - DECISION TREE 2 N DK12_286 - DECISION TREE 3 N DK13_286 - DECISION TREE 4 N DK14_286 - DECISION TREE 5 N DK15_286 - DECISION TREE 6 N DK16_286 - DECISION TREE 7 N DK17_286 - RANGE CARD C DK19_286 - LOW END N DK20_286 - HIGH END N DK21_286 - MIDPOINT (CALCULATED) N Q830 - SAVINGS. N NULL Q831 - N27. SHARES IN MUTUAL FUNDS? N X3819 Q833A1 - N28. HAVE STOCK FUNDS? N X3821 Q834A1 - N29. TOTAL MKT VAL STOCK FUNDS N X3822 DK5_287 - DECISION TREE TYPE N DK8_287 - RANGE CARD/RANGE N DK9_287 - RANGE FROM CARD? N DK10_287 - DECISION TREE 1 N DK11_287 - DECISION TREE 2 N DK12_287 - DECISION TREE 3 N DK13_287 - DECISION TREE 4 N DK14_287 - DECISION TREE 5 N DK15_287 - DECISION TREE 6 N DK16_287 - DECISION TREE 7 N DK17_287 - RANGE CARD C DK19_287 - LOW END N DK20_287 - HIGH END N DK21_287 - MIDPOINT (CALCULATED) N Q833A2 - N28. HAVE TAX FREE BOND FUNDS? N X3823 Q834A2 - N29. TOT MKT VAL TAX FREE BONDS N X3824 DK5_288 - DECISION TREE TYPE N DK8_288 - RANGE CARD/RANGE N DK9_288 - RANGE FROM CARD? N DK10_288 - DECISION TREE 1 N DK11_288 - DECISION TREE 2 N DK12_288 - DECISION TREE 3 N DK13_288 - DECISION TREE 4 N DK14_288 - DECISION TREE 5 N DK15_288 - DECISION TREE 6 N DK16_288 - DECISION TREE 7 N DK17_288 - RANGE CARD C DK19_288 - LOW END N DK20_288 - HIGH END N DK21_288 - MIDPOINT (CALCULATED) N Q833A3 - N28. HAVE GOVT BACKED BOND FUND N X3825 Q834A3 - N29. TOT MKT VAL GVMT BACK BOND N X3826 DK5_289 - DECISION TREE TYPE N DK8_289 - RANGE CARD/RANGE N DK9_289 - RANGE FROM CARD? N DK10_289 - DECISION TREE 1 N DK11_289 - DECISION TREE 2 N DK12_289 - DECISION TREE 3 N DK13_289 - DECISION TREE 4 N DK14_289 - DECISION TREE 5 N DK15_289 - DECISION TREE 6 N DK16_289 - DECISION TREE 7 N DK17_289 - RANGE CARD C DK19_289 - LOW END N DK20_289 - HIGH END N DK21_289 - MIDPOINT (CALCULATED) N Q833A4 - N28. HAVE OTHER BOND FUNDS? N X3827 Q834A4 - N29. TOTAL MKT VAL OTHER BONDS N X3828 DK5_290 - DECISION TREE TYPE N DK8_290 - RANGE CARD/RANGE N DK9_290 - RANGE FROM CARD? N DK10_290 - DECISION TREE 1 N DK11_290 - DECISION TREE 2 N DK12_290 - DECISION TREE 3 N DK13_290 - DECISION TREE 4 N DK14_290 - DECISION TREE 5 N DK15_290 - DECISION TREE 6 N DK16_290 - DECISION TREE 7 N DK17_290 - RANGE CARD C DK19_290 - LOW END N DK20_290 - HIGH END N DK21_290 - MIDPOINT (CALCULATED) N Q833A5 - N28. HAVE COMBINATION FUNDS? N X3829 Q834A5 - N29. TOTAL MKT VAL COMBO FUNDS N X3830 DK5_291 - DECISION TREE TYPE N DK8_291 - RANGE CARD/RANGE N DK9_291 - RANGE FROM CARD? N DK10_291 - DECISION TREE 1 N DK11_291 - DECISION TREE 2 N DK12_291 - DECISION TREE 3 N DK13_291 - DECISION TREE 4 N DK14_291 - DECISION TREE 5 N DK15_291 - DECISION TREE 6 N DK16_291 - DECISION TREE 7 N DK17_291 - RANGE CARD C DK19_291 - LOW END N DK20_291 - HIGH END N DK21_291 - MIDPOINT (CALCULATED) N Q838 - N29_6. TOTAL VAL ALL MUTUAL FUNDS N X6704 DK5_292 - DECISION TREE TYPE N DK8_292 - RANGE CARD/RANGE N DK9_292 - RANGE FROM CARD? N DK10_292 - DECISION TREE 1 N DK11_292 - DECISION TREE 2 N DK12_292 - DECISION TREE 3 N DK13_292 - DECISION TREE 4 N DK14_292 - DECISION TREE 5 N DK15_292 - DECISION TREE 6 N DK16_292 - DECISION TREE 7 N DK17_292 - RANGE CARD C DK19_292 - LOW END N DK20_292 - HIGH END N DK21_292 - MIDPOINT (CALCULATED) N Q842 - N27_1. TOTAL NUMBER MUTUAL FUNDS N X3820 Q1424A1 - N29_7. WHICH INSTITUTION? N X6799 Q1424A2 - N29_7. WHICH INSTITUTION? N X6800 Q1424A3 - N29_7. WHICH INSTITUTION? N X6801 Q1424A4 - N29_7. WHICH INSTITUTION? N X6802 Q1424A5 - N29_7. WHICH INSTITUTION? N X6803 Q1424A6 - N29_7. WHICH INSTITUTION? N X6850 Q1424A7 - N29_7. WHICH INSTITUTION? N X6851 Q1424A8 - N29_7. WHICH INSTITUTION? N X6852 Q1424A9 - N29_7. WHICH INSTITUTION? N X6803D Q1424A10 - N29_7. WHICH INSTITUTION? N X6803E Q1424A11 - N29_7. WHICH INSTITUTION? N X6803F Q843 - N30. OVERALL GAIN OR LOSE VALUE? N X3831 Q844 - N30_1. PERCENT OR AMOUNT GAINED N X3832A Q845 - N30_1A. PERCENT GAIN N X3832 Q846 - N30_1B. AMOUNT GAIN N X3833 DK5_293 - DECISION TREE TYPE N DK8_293 - RANGE CARD/RANGE N DK9_293 - RANGE FROM CARD? N DK10_293 - DECISION TREE 1 N DK11_293 - DECISION TREE 2 N DK12_293 - DECISION TREE 3 N DK13_293 - DECISION TREE 4 N DK14_293 - DECISION TREE 5 N DK15_293 - DECISION TREE 6 N DK16_293 - DECISION TREE 7 N DK17_293 - RANGE CARD C DK19_293 - LOW END N DK20_293 - HIGH END N DK21_293 - MIDPOINT (CALCULATED) N Q848 - N30_2. PERCENT OR AMOUNT LOST N X3834A Q849 - N30_2A. PERCENT LOST N X3834 Q850 - N30_2B. AMOUNT LOST N X3835 DK5_294 - DECISION TREE TYPE N DK8_294 - RANGE CARD/RANGE N DK9_294 - RANGE FROM CARD? N DK10_294 - DECISION TREE 1 N DK11_294 - DECISION TREE 2 N DK12_294 - DECISION TREE 3 N DK13_294 - DECISION TREE 4 N DK14_294 - DECISION TREE 5 N DK15_294 - DECISION TREE 6 N DK16_294 - DECISION TREE 7 N DK17_294 - RANGE CARD C DK19_294 - LOW END N DK20_294 - HIGH END N DK21_294 - MIDPOINT (CALCULATED) N Q852 - N31. HAVE GVMT SAVINGS BONDS? N X3901 Q853 - N31_1. VALUE OF SAVINGS BONDS N X3902 DK5_295 - DECISION TREE TYPE N DK8_295 - RANGE CARD/RANGE N DK9_295 - RANGE FROM CARD? N DK10_295 - DECISION TREE 1 N DK11_295 - DECISION TREE 2 N DK12_295 - DECISION TREE 3 N DK13_295 - DECISION TREE 4 N DK14_295 - DECISION TREE 5 N DK15_295 - DECISION TREE 6 N DK16_295 - DECISION TREE 7 N DK17_295 - RANGE CARD C DK19_295 - LOW END N DK20_295 - HIGH END N DK21_295 - MIDPOINT (CALCULATED) N Q855 - N32. HAVE ANY OTHER BONDS? N X3903 Q857A1 - N33_1-5. MORTGAGE BACKED BONDS? N X3905 Q858A1 - N34_1-5. FACE VALUE MORT BACKED N X3906 DK5_296 - DECISION TREE TYPE N DK8_296 - RANGE CARD/RANGE N DK9_296 - RANGE FROM CARD? N DK10_296 - DECISION TREE 1 N DK11_296 - DECISION TREE 2 N DK12_296 - DECISION TREE 3 N DK13_296 - DECISION TREE 4 N DK14_296 - DECISION TREE 5 N DK15_296 - DECISION TREE 6 N DK16_296 - DECISION TREE 7 N DK17_296 - RANGE CARD C DK19_296 - LOW END N DK20_296 - HIGH END N DK21_296 - MIDPOINT (CALCULATED) N Q860A1 - N34_6-11. TOT MKT VAL MORT BACK N X7635 DK5_297 - DECISION TREE TYPE N DK8_297 - RANGE CARD/RANGE N DK9_297 - RANGE FROM CARD? N DK10_297 - DECISION TREE 1 N DK11_297 - DECISION TREE 2 N DK12_297 - DECISION TREE 3 N DK13_297 - DECISION TREE 4 N DK14_297 - DECISION TREE 5 N DK15_297 - DECISION TREE 6 N DK16_297 - DECISION TREE 7 N DK17_297 - RANGE CARD C DK19_297 - LOW END N DK20_297 - HIGH END N DK21_297 - MIDPOINT (CALCULATED) N Q857A2 - N33_1-5. HAVE GVMT BONDS/T BILL N X3907 Q858A2 - N34_1-5. FACE VAL GVMT/T BILLS N X3908 DK5_298 - DECISION TREE TYPE N DK8_298 - RANGE CARD/RANGE N DK9_298 - RANGE FROM CARD? N DK10_298 - DECISION TREE 1 N DK11_298 - DECISION TREE 2 N DK12_298 - DECISION TREE 3 N DK13_298 - DECISION TREE 4 N DK14_298 - DECISION TREE 5 N DK15_298 - DECISION TREE 6 N DK16_298 - DECISION TREE 7 N DK17_298 - RANGE CARD C DK19_298 - LOW END N DK20_298 - HIGH END N DK21_298 - MIDPOINT (CALCULATED) N Q860A2 - N34_6-11. TOTAL MKT VAL T BILLS N X7636 DK5_299 - DECISION TREE TYPE N DK8_299 - RANGE CARD/RANGE N DK9_299 - RANGE FROM CARD? N DK10_299 - DECISION TREE 1 N DK11_299 - DECISION TREE 2 N DK12_299 - DECISION TREE 3 N DK13_299 - DECISION TREE 4 N DK14_299 - DECISION TREE 5 N DK15_299 - DECISION TREE 6 N DK16_299 - DECISION TREE 7 N DK17_299 - RANGE CARD C DK19_299 - LOW END N DK20_299 - HIGH END N DK21_299 - MIDPOINT (CALCULATED) N Q857A3 - N33_1-5. HAVE STATE/MUNIC BONDS N X3909 Q858A3 - N34_1-5. FACE VAL STATE/MUNIC N X3910 DK5_300 - DECISION TREE TYPE N DK8_300 - RANGE CARD/RANGE N DK9_300 - RANGE FROM CARD? N DK10_300 - DECISION TREE 1 N DK11_300 - DECISION TREE 2 N DK12_300 - DECISION TREE 3 N DK13_300 - DECISION TREE 4 N DK14_300 - DECISION TREE 5 N DK15_300 - DECISION TREE 6 N DK16_300 - DECISION TREE 7 N DK17_300 - RANGE CARD C DK19_300 - LOW END N DK20_300 - HIGH END N DK21_300 - MIDPOINT (CALCULATED) N Q860A3 - N34_6-11. TOT MKT VAL STATE/MUN N X7637 DK5_301 - DECISION TREE TYPE N DK8_301 - RANGE CARD/RANGE N DK9_301 - RANGE FROM CARD? N DK10_301 - DECISION TREE 1 N DK11_301 - DECISION TREE 2 N DK12_301 - DECISION TREE 3 N DK13_301 - DECISION TREE 4 N DK14_301 - DECISION TREE 5 N DK15_301 - DECISION TREE 6 N DK16_301 - DECISION TREE 7 N DK17_301 - RANGE CARD C DK19_301 - LOW END N DK20_301 - HIGH END N DK21_301 - MIDPOINT (CALCULATED) N Q857A4 - N33_1-5. HAVE ANY FOREIGN BONDS N X7631 Q858A4 - N34_1-5. FACE VAL FOREIGN BONDS N X7633 DK5_302 - DECISION TREE TYPE N DK8_302 - RANGE CARD/RANGE N DK9_302 - RANGE FROM CARD? N DK10_302 - DECISION TREE 1 N DK11_302 - DECISION TREE 2 N DK12_302 - DECISION TREE 3 N DK13_302 - DECISION TREE 4 N DK14_302 - DECISION TREE 5 N DK15_302 - DECISION TREE 6 N DK16_302 - DECISION TREE 7 N DK17_302 - RANGE CARD C DK19_302 - LOW END N DK20_302 - HIGH END N DK21_302 - MIDPOINT (CALCULATED) N Q860A4 - N34_6-11. TOT MKT VAL FOR BONDS N X7638 DK5_303 - DECISION TREE TYPE N DK8_303 - RANGE CARD/RANGE N DK9_303 - RANGE FROM CARD? N DK10_303 - DECISION TREE 1 N DK11_303 - DECISION TREE 2 N DK12_303 - DECISION TREE 3 N DK13_303 - DECISION TREE 4 N DK14_303 - DECISION TREE 5 N DK15_303 - DECISION TREE 6 N DK16_303 - DECISION TREE 7 N DK17_303 - RANGE CARD C DK19_303 - LOW END N DK20_303 - HIGH END N DK21_303 - MIDPOINT (CALCULATED) N Q857A5 - N33_1-5. HAVE ANY CORP BONDS? N X7632 Q858A5 - N34_1-5. FACE VALUE CORP BONDS N X7634 DK5_304 - DECISION TREE TYPE N DK8_304 - RANGE CARD/RANGE N DK9_304 - RANGE FROM CARD? N DK10_304 - DECISION TREE 1 N DK11_304 - DECISION TREE 2 N DK12_304 - DECISION TREE 3 N DK13_304 - DECISION TREE 4 N DK14_304 - DECISION TREE 5 N DK15_304 - DECISION TREE 6 N DK16_304 - DECISION TREE 7 N DK17_304 - RANGE CARD C DK19_304 - LOW END N DK20_304 - HIGH END N DK21_304 - MIDPOINT (CALCULATED) N Q860A5 - N34_6-11. TOT MKT VAL CORP BOND N X7639 DK5_305 - DECISION TREE TYPE N DK8_305 - RANGE CARD/RANGE N DK9_305 - RANGE FROM CARD? N DK10_305 - DECISION TREE 1 N DK11_305 - DECISION TREE 2 N DK12_305 - DECISION TREE 3 N DK13_305 - DECISION TREE 4 N DK14_305 - DECISION TREE 5 N DK15_305 - DECISION TREE 6 N DK16_305 - DECISION TREE 7 N DK17_305 - RANGE CARD C DK19_305 - LOW END N DK20_305 - HIGH END N DK21_305 - MIDPOINT (CALCULATED) N Q864 - N34_12. TOT FACE VAL ALL BONDS N X6705 DK5_306 - DECISION TREE TYPE N DK8_306 - RANGE CARD/RANGE N DK9_306 - RANGE FROM CARD? N DK10_306 - DECISION TREE 1 N DK11_306 - DECISION TREE 2 N DK12_306 - DECISION TREE 3 N DK13_306 - DECISION TREE 4 N DK14_306 - DECISION TREE 5 N DK15_306 - DECISION TREE 6 N DK16_306 - DECISION TREE 7 N DK17_306 - RANGE CARD C DK19_306 - LOW END N DK20_306 - HIGH END N DK21_306 - MIDPOINT (CALCULATED) N Q866 - N34_13. TOT MKT VALUE ALL BONDS N X6706 DK5_307 - DECISION TREE TYPE N DK8_307 - RANGE CARD/RANGE N DK9_307 - RANGE FROM CARD? N DK10_307 - DECISION TREE 1 N DK11_307 - DECISION TREE 2 N DK12_307 - DECISION TREE 3 N DK13_307 - DECISION TREE 4 N DK14_307 - DECISION TREE 5 N DK15_307 - DECISION TREE 6 N DK16_307 - DECISION TREE 7 N DK17_307 - RANGE CARD C DK19_307 - LOW END N DK20_307 - HIGH END N DK21_307 - MIDPOINT (CALCULATED) N Q868 - N32_1. HOW MANY DIFF BONDS OWN? N X3904 Q870 - N35. HAVE ANY PUBLIC TRADED STOCK N X3913 Q871 - N36. NUMBER OF DIFFERENT STOCKS N X3914 Q872 - N37. TOTAL MARKET VALUE OF STOCKS N X3915 DK5_308 - DECISION TREE TYPE N DK8_308 - RANGE CARD/RANGE N DK9_308 - RANGE FROM CARD? N DK10_308 - DECISION TREE 1 N DK11_308 - DECISION TREE 2 N DK12_308 - DECISION TREE 3 N DK13_308 - DECISION TREE 4 N DK14_308 - DECISION TREE 5 N DK15_308 - DECISION TREE 6 N DK16_308 - DECISION TREE 7 N DK17_308 - RANGE CARD C DK19_308 - LOW END N DK20_308 - HIGH END N DK21_308 - MIDPOINT (CALCULATED) N Q883 - N39. STOCK IN COMPANY WHERE WORK? N X3921 Q884 - N39_05.THIS STOCK INCLUDED IN TOT N X7191 Q885 - N39_1. MARKET VALUE OF STOCK N X3922 DK5_309 - DECISION TREE TYPE N DK8_309 - RANGE CARD/RANGE N DK9_309 - RANGE FROM CARD? N DK10_309 - DECISION TREE 1 N DK11_309 - DECISION TREE 2 N DK12_309 - DECISION TREE 3 N DK13_309 - DECISION TREE 4 N DK14_309 - DECISION TREE 5 N DK15_309 - DECISION TREE 6 N DK16_309 - DECISION TREE 7 N DK17_309 - RANGE CARD C DK19_309 - LOW END N DK20_309 - HIGH END N DK21_309 - MIDPOINT (CALCULATED) N Q887 - N39_2. HAVE STOCK IN FOREIGN CO? N X7640 Q888 - N39_2_1. FOREIGN STOCK INCLUDED? N X7192 Q890 - N39_3. MARKET VALUE OF STOCK N X7641 DK5_310 - DECISION TREE TYPE N DK8_310 - RANGE CARD/RANGE N DK9_310 - RANGE FROM CARD? N DK10_310 - DECISION TREE 1 N DK11_310 - DECISION TREE 2 N DK12_310 - DECISION TREE 3 N DK13_310 - DECISION TREE 4 N DK14_310 - DECISION TREE 5 N DK15_310 - DECISION TREE 6 N DK16_310 - DECISION TREE 7 N DK17_310 - RANGE CARD C DK19_310 - LOW END N DK20_310 - HIGH END N DK21_310 - MIDPOINT (CALCULATED) N Q874 - N38. OVERALL GAIN OR LOSE VALUE? N X3916 Q875 - N38_1. PERCENT OR AMOUNT GAINED N X3917A Q876 - N38_1A. PERCENT GAINED N X3917 Q877 - N38_1B. AMOUNT GAINED N X3918 DK5_311 - DECISION TREE TYPE N DK8_311 - RANGE CARD/RANGE N DK9_311 - RANGE FROM CARD? N DK10_311 - DECISION TREE 1 N DK11_311 - DECISION TREE 2 N DK12_311 - DECISION TREE 3 N DK13_311 - DECISION TREE 4 N DK14_311 - DECISION TREE 5 N DK15_311 - DECISION TREE 6 N DK16_311 - DECISION TREE 7 N DK17_311 - RANGE CARD C DK19_311 - LOW END N DK20_311 - HIGH END N DK21_311 - MIDPOINT (CALCULATED) N Q879 - N38_2. PERCENT OR AMOUNT LOST N X3919A Q880 - N38_2A. PERCENT LOST N X3919 Q881 - N38_2B. AMOUNT LOST N X3920 DK5_312 - DECISION TREE TYPE N DK8_312 - RANGE CARD/RANGE N DK9_312 - RANGE FROM CARD? N DK10_312 - DECISION TREE 1 N DK11_312 - DECISION TREE 2 N DK12_312 - DECISION TREE 3 N DK13_312 - DECISION TREE 4 N DK14_312 - DECISION TREE 5 N DK15_312 - DECISION TREE 6 N DK16_312 - DECISION TREE 7 N DK17_312 - RANGE CARD C DK19_312 - LOW END N DK20_312 - HIGH END N DK21_312 - MIDPOINT (CALCULATED) N Q892 - N40. HAVE BROKERAGE ACCOUNT? N X3923 Q893A1 - N40_1.INSTITUTION N X3924 Q893A2 - N40_1.INSTITUTION N X3925 Q893A3 - N40_1.INSTITUTION N X3926 Q893A4 - N40_1.INSTITUTION N X3927 Q893A5 - N40_1.INSTITUTION N X7642 Q893A6 - N40_1.INSTITUTION N X6668 Q893A7 - N40_1.INSTITUTION N X6669 Q893A8 - N40_1.INSTITUTION N X7642C Q893A9 - N40_1.INSTITUTION N X7642D Q893A10 - N40_1.INSTITUTION N X7642E Q893A11 - N40_1.INSTITUTION N X7642F Q896 - N40_2.TIMES BOUGHT OR SOLD STOCKS N X3928 Q897 - N40_2F.FREQ BOUGHT OR SOLD STOCKS N X7193 Q899 - N40_3.CASH/CALL MONEY ACCOUNTS? N X3929 Q900 - N40_4.VAL OF CASH/CALL MONEY ACCT N X3930 DK5_313 - DECISION TREE TYPE N DK8_313 - RANGE CARD/RANGE N DK9_313 - RANGE FROM CARD? N DK10_313 - DECISION TREE 1 N DK11_313 - DECISION TREE 2 N DK12_313 - DECISION TREE 3 N DK13_313 - DECISION TREE 4 N DK14_313 - DECISION TREE 5 N DK15_313 - DECISION TREE 6 N DK16_313 - DECISION TREE 7 N DK17_313 - RANGE CARD C DK19_313 - LOW END N DK20_313 - HIGH END N DK21_313 - MIDPOINT (CALCULATED) N Q902 - N40_5. MARGIN LOANS? N X3931 Q905 - N40_6. BALANCE ON MARGIN LOANS N X3932 DK5_314 - DECISION TREE TYPE N DK8_314 - RANGE CARD/RANGE N DK9_314 - RANGE FROM CARD? N DK10_314 - DECISION TREE 1 N DK11_314 - DECISION TREE 2 N DK12_314 - DECISION TREE 3 N DK13_314 - DECISION TREE 4 N DK14_314 - DECISION TREE 5 N DK15_314 - DECISION TREE 6 N DK16_314 - DECISION TREE 7 N DK17_314 - RANGE CARD C DK19_314 - LOW END N DK20_314 - HIGH END N DK21_314 - MIDPOINT (CALCULATED) N Q907A1 - N41. INCOME FROM , ASSETS IN ANNUITIES N X6815 Q908A1 - N42.TRUST, MANAGE INVEST? C Q910A1 - N43. ENTITLED ONLY TO INCOME? N X6816 Q911A1 - N43_1.AMOUNT OF INCOME FROM ANNUITIES N X6817 DK5_315 - DECISION TREE TYPE N DK8_315 - RANGE CARD/RANGE N DK9_315 - RANGE FROM CARD? N DK10_315 - DECISION TREE 1 N DK11_315 - DECISION TREE 2 N DK12_315 - DECISION TREE 3 N DK13_315 - DECISION TREE 4 N DK14_315 - DECISION TREE 5 N DK15_315 - DECISION TREE 6 N DK16_315 - DECISION TREE 7 N DK17_315 - RANGE CARD C DK19_315 - LOW END N DK20_315 - HIGH END N DK21_315 - MIDPOINT (CALCULATED) N Q913A1 - N43_2.ANNUITIES W/EQUITY INTEREST? N X6818 Q914A1 - N43_3.DOLLAR AMOUNT OF INTEREST N X6819 DK5_316 - DECISION TREE TYPE N DK8_316 - RANGE CARD/RANGE N DK9_316 - RANGE FROM CARD? N DK10_316 - DECISION TREE 1 N DK11_316 - DECISION TREE 2 N DK12_316 - DECISION TREE 3 N DK13_316 - DECISION TREE 4 N DK14_316 - DECISION TREE 5 N DK15_316 - DECISION TREE 6 N DK16_316 - DECISION TREE 7 N DK17_316 - RANGE CARD C DK19_316 - LOW END N DK20_316 - HIGH END N DK21_316 - MIDPOINT (CALCULATED) N Q916A1 - N44. VALUE OF INTEREST N X6820 DK5_317 - DECISION TREE TYPE N DK8_317 - RANGE CARD/RANGE N DK9_317 - RANGE FROM CARD? N DK10_317 - DECISION TREE 1 N DK11_317 - DECISION TREE 2 N DK12_317 - DECISION TREE 3 N DK13_317 - DECISION TREE 4 N DK14_317 - DECISION TREE 5 N DK15_317 - DECISION TREE 6 N DK16_317 - DECISION TREE 7 N DK17_317 - RANGE CARD C DK19_317 - LOW END N DK20_317 - HIGH END N DK21_317 - MIDPOINT (CALCULATED) N Q918A1B1 - N45. INSTITUTION N X6821 Q918A1B2 - N45. INSTITUTION N X6822 Q918A1B3 - N45. INSTITUTION N X6823 Q918A1B4 - N45. INSTITUTION N X6824 Q918A1B5 - N45. INSTITUTION N X6825 Q918A1B6 - N45. INSTITUTION N X6825A Q918A1B7 - N45. INSTITUTION N X6825B Q918A1B8 - N45. INSTITUTION N X6825C Q918A1B9 - N45. INSTITUTION N X6825D Q918A1BA - N45. INSTITUTION N X6825E Q918A1BB - N45. INSTITUTION N X6825F Q921A1 - N46. HOW ANNUITY MONEY INVESTED? N X6826 Q907A2 - N41. INCOME FROM TRUST, MANAGE INVEST? N X6827 Q908A2B1 - N42.TRUST, MANAGE INVEST? N X6828 Q908A2B2 - N42.TRUST, MANAGE INVEST? N X6829 Q908A2B3 - N42.TRUST, MANAGE INVEST? N X6830 Q910A2 - N43. ENTITLED ONLY TO INCOME? N X6831 Q911A2 - N43_1.AMOUNT OF INCOME FROM TRUST N X6832 DK5_318 - DECISION TREE TYPE N DK8_318 - RANGE CARD/RANGE N DK9_318 - RANGE FROM CARD? N DK10_318 - DECISION TREE 1 N DK11_318 - DECISION TREE 2 N DK12_318 - DECISION TREE 3 N DK13_318 - DECISION TREE 4 N DK14_318 - DECISION TREE 5 N DK15_318 - DECISION TREE 6 N DK16_318 - DECISION TREE 7 N DK17_318 - RANGE CARD C DK19_318 - LOW END N DK20_318 - HIGH END N DK21_318 - MIDPOINT (CALCULATED) N Q913A2 - N43_2. TRUSTS W/EQUITY INTEREST? N X6833 Q914A2 - N43_3. DOLLAR AMOUNT OF INTEREST N X6834 DK5_319 - DECISION TREE TYPE N DK8_319 - RANGE CARD/RANGE N DK9_319 - RANGE FROM CARD? N DK10_319 - DECISION TREE 1 N DK11_319 - DECISION TREE 2 N DK12_319 - DECISION TREE 3 N DK13_319 - DECISION TREE 4 N DK14_319 - DECISION TREE 5 N DK15_319 - DECISION TREE 6 N DK16_319 - DECISION TREE 7 N DK17_319 - RANGE CARD C DK19_319 - LOW END N DK20_319 - HIGH END N DK21_319 - MIDPOINT (CALCULATED) N Q916A2 - N44. VALUE OF INTEREST N X6835 DK5_320 - DECISION TREE TYPE N DK8_320 - RANGE CARD/RANGE N DK9_320 - RANGE FROM CARD? N DK10_320 - DECISION TREE 1 N DK11_320 - DECISION TREE 2 N DK12_320 - DECISION TREE 3 N DK13_320 - DECISION TREE 4 N DK14_320 - DECISION TREE 5 N DK15_320 - DECISION TREE 6 N DK16_320 - DECISION TREE 7 N DK17_320 - RANGE CARD C DK19_320 - LOW END N DK20_320 - HIGH END N DK21_320 - MIDPOINT (CALCULATED) N Q918A2B1 - N45. INSTITUTION N X6836 Q918A2B2 - N45. INSTITUTION N X6837 Q918A2B3 - N45. INSTITUTION N X6838 Q918A2B4 - N45. INSTITUTION N X6839 Q918A2B5 - N45. INSTITUTION N X6840 Q918A2B6 - N45. INSTITUTION N X6853 Q918A2B7 - N45. INSTITUTION N X6840B Q918A2B8 - N45. INSTITUTION N X6840C Q918A2B9 - N45. INSTITUTION N X6840D Q918A2BA - N45. INSTITUTION N X6840E Q918A2BB - N45. INSTITUTION N X6840F Q921A2 - N46. HOW TRUST MONEY INVESTED? N X6841 Q924 - N47. HAVE LIFE INSURANCE? N X4001 Q925 - N48. HAVE INDIVIDUAL TERM POLICY? N X4002 Q926 - N48_1. FACE VALUE OF POLICIES N X4003 DK5_321 - DECISION TREE TYPE N DK8_321 - RANGE CARD/RANGE N DK9_321 - RANGE FROM CARD? N DK10_321 - DECISION TREE 1 N DK11_321 - DECISION TREE 2 N DK12_321 - DECISION TREE 3 N DK13_321 - DECISION TREE 4 N DK14_321 - DECISION TREE 5 N DK15_321 - DECISION TREE 6 N DK16_321 - DECISION TREE 7 N DK17_321 - RANGE CARD C DK19_321 - LOW END N DK20_321 - HIGH END N DK21_321 - MIDPOINT (CALCULATED) N Q928 - N48_2. HAVE WHOLE LIFE POLICY? N X4004 Q929 - N49.HAVE POLICY BUILDS CASH VALUE N X7644 Q931 - N49_1. FACE VALUE OF POLICY N X4005 DK5_322 - DECISION TREE TYPE N DK8_322 - RANGE CARD/RANGE N DK9_322 - RANGE FROM CARD? N DK10_322 - DECISION TREE 1 N DK11_322 - DECISION TREE 2 N DK12_322 - DECISION TREE 3 N DK13_322 - DECISION TREE 4 N DK14_322 - DECISION TREE 5 N DK15_322 - DECISION TREE 6 N DK16_322 - DECISION TREE 7 N DK17_322 - RANGE CARD C DK19_322 - LOW END N DK20_322 - HIGH END N DK21_322 - MIDPOINT (CALCULATED) N Q933 - N49_2. CASH VALUE OF POLICIES N X4006 DK5_323 - DECISION TREE TYPE N DK8_323 - RANGE CARD/RANGE N DK9_323 - RANGE FROM CARD? N DK10_323 - DECISION TREE 1 N DK11_323 - DECISION TREE 2 N DK12_323 - DECISION TREE 3 N DK13_323 - DECISION TREE 4 N DK14_323 - DECISION TREE 5 N DK15_323 - DECISION TREE 6 N DK16_323 - DECISION TREE 7 N DK17_323 - RANGE CARD C DK19_323 - LOW END N DK20_323 - HIGH END N DK21_323 - MIDPOINT (CALCULATED) N Q935 - N49_3. BORROWING AGAINST POLICY? N X4007 Q936 - N49_4. NET OR GROSS VALUE N X4008 Q937 - N49_5. RECORD LOANS EARLIER? N X4009 Q938 - N49_6. WHICH PREV RECORDED LOAN? N X7645 Q940 - N49_7. AMOUNT CURRENTLY BORROWED N X4010 DK5_324 - DECISION TREE TYPE N DK8_324 - RANGE CARD/RANGE N DK9_324 - RANGE FROM CARD? N DK10_324 - DECISION TREE 1 N DK11_324 - DECISION TREE 2 N DK12_324 - DECISION TREE 3 N DK13_324 - DECISION TREE 4 N DK14_324 - DECISION TREE 5 N DK15_324 - DECISION TREE 6 N DK16_324 - DECISION TREE 7 N DK17_324 - RANGE CARD C DK19_324 - LOW END N DK20_324 - HIGH END N DK21_324 - MIDPOINT (CALCULATED) N Q942 - N49_8. AMOUNT OF TYPICAL PAYMENTS N X4011 DK5_325 - DECISION TREE TYPE N DK8_325 - RANGE CARD/RANGE N DK9_325 - RANGE FROM CARD? N DK10_325 - DECISION TREE 1 N DK11_325 - DECISION TREE 2 N DK12_325 - DECISION TREE 3 N DK13_325 - DECISION TREE 4 N DK14_325 - DECISION TREE 5 N DK15_325 - DECISION TREE 6 N DK16_325 - DECISION TREE 7 N DK17_325 - RANGE CARD C DK19_325 - LOW END N DK20_325 - HIGH END N DK21_325 - MIDPOINT (CALCULATED) N Q944 - N49_8F. FREQ OF TYPICAL PAYMENT N X4012 Q946 - N49_9. ANNUAL RATE OF INTEREST N X4013 Q947 - N49_10. AMT OF PMT ON POLICY N X4014 DK5_326 - DECISION TREE TYPE N DK8_326 - RANGE CARD/RANGE N DK9_326 - RANGE FROM CARD? N DK10_326 - DECISION TREE 1 N DK11_326 - DECISION TREE 2 N DK12_326 - DECISION TREE 3 N DK13_326 - DECISION TREE 4 N DK14_326 - DECISION TREE 5 N DK15_326 - DECISION TREE 6 N DK16_326 - DECISION TREE 7 N DK17_326 - RANGE CARD C DK19_326 - LOW END N DK20_326 - HIGH END N DK21_326 - MIDPOINT (CALCULATED) N Q949 - N49_10F. FREQ OF PAYMENT N X4015 Q951 - N50. FACE VALUE OF LIFE INSURANCE N X4016 DK5_327 - DECISION TREE TYPE N DK8_327 - RANGE CARD/RANGE N DK9_327 - RANGE FROM CARD? N DK10_327 - DECISION TREE 1 N DK11_327 - DECISION TREE 2 N DK12_327 - DECISION TREE 3 N DK13_327 - DECISION TREE 4 N DK14_327 - DECISION TREE 5 N DK15_327 - DECISION TREE 6 N DK16_327 - DECISION TREE 7 N DK17_327 - RANGE CARD C DK19_327 - LOW END N DK20_327 - HIGH END N DK21_327 - MIDPOINT (CALCULATED) N Q953 - N51.OWED MONEY BY FRIENDS/OTHERS? N X4017 Q954 - N51_1. AMOUNT OWED TO R N X4018 DK5_328 - DECISION TREE TYPE N DK8_328 - RANGE CARD/RANGE N DK9_328 - RANGE FROM CARD? N DK10_328 - DECISION TREE 1 N DK11_328 - DECISION TREE 2 N DK12_328 - DECISION TREE 3 N DK13_328 - DECISION TREE 4 N DK14_328 - DECISION TREE 5 N DK15_328 - DECISION TREE 6 N DK16_328 - DECISION TREE 7 N DK17_328 - RANGE CARD C DK19_328 - LOW END N DK20_328 - HIGH END N DK21_328 - MIDPOINT (CALCULATED) N Q956 - N52. HAVE ANY OTHER ASSETS? N X4019 Q960A1 - N52_2. VALUE HAVE IN ASSET N X4022 DK5_329 - DECISION TREE TYPE N DK8_329 - RANGE CARD/RANGE N DK9_329 - RANGE FROM CARD? N DK10_329 - DECISION TREE 1 N DK11_329 - DECISION TREE 2 N DK12_329 - DECISION TREE 3 N DK13_329 - DECISION TREE 4 N DK14_329 - DECISION TREE 5 N DK15_329 - DECISION TREE 6 N DK16_329 - DECISION TREE 7 N DK17_329 - RANGE CARD C DK19_329 - LOW END N DK20_329 - HIGH END N DK21_329 - MIDPOINT (CALCULATED) N Q962A1 - N52_3. ANY OTHER ASSETS? N X4023 Q960A2 - N52_2. VALUE HAVE IN ASSET N X4026 DK5_330 - DECISION TREE TYPE N DK8_330 - RANGE CARD/RANGE N DK9_330 - RANGE FROM CARD? N DK10_330 - DECISION TREE 1 N DK11_330 - DECISION TREE 2 N DK12_330 - DECISION TREE 3 N DK13_330 - DECISION TREE 4 N DK14_330 - DECISION TREE 5 N DK15_330 - DECISION TREE 6 N DK16_330 - DECISION TREE 7 N DK17_330 - RANGE CARD C DK19_330 - LOW END N DK20_330 - HIGH END N DK21_330 - MIDPOINT (CALCULATED) N Q962A2 - N52_3. ANY OTHER ASSETS? N X4027 Q960A3 - N52_2. VALUE HAVE IN ASSET N X4030 DK5_331 - DECISION TREE TYPE N DK8_331 - RANGE CARD/RANGE N DK9_331 - RANGE FROM CARD? N DK10_331 - DECISION TREE 1 N DK11_331 - DECISION TREE 2 N DK12_331 - DECISION TREE 3 N DK13_331 - DECISION TREE 4 N DK14_331 - DECISION TREE 5 N DK15_331 - DECISION TREE 6 N DK16_331 - DECISION TREE 7 N DK17_331 - RANGE CARD C DK19_331 - LOW END N DK20_331 - HIGH END N DK21_331 - MIDPOINT (CALCULATED) N Q962A3 - N52_3. ANY OTHER ASSETS? N X4030A Q963 - N53. OWE ANY OTHER MONEY? N X4031 Q964 - N53_1. AMOUNT OWED N X4032 DK5_332 - DECISION TREE TYPE N DK8_332 - RANGE CARD/RANGE N DK9_332 - RANGE FROM CARD? N DK10_332 - DECISION TREE 1 N DK11_332 - DECISION TREE 2 N DK12_332 - DECISION TREE 3 N DK13_332 - DECISION TREE 4 N DK14_332 - DECISION TREE 5 N DK15_332 - DECISION TREE 6 N DK16_332 - DECISION TREE 7 N DK17_332 - RANGE CARD C DK19_332 - LOW END N DK20_332 - HIGH END N DK21_332 - MIDPOINT (CALCULATED) N Q967 - N55.ACCT HELD IN FOREIGN CURRENCY N X7647 Q977A1 - R0. WHO IS PROVIDING INFO? N X7196 Q979A1B1 - R1. R PRESENT JOB STATUS N X6670 Q979A1B2 - R1. R PRESENT JOB STATUS N X6671 Q979A1B3 - R1. R PRESENT JOB STATUS N X6672 Q979A1B4 - R1. R PRESENT JOB STATUS N X6673 Q979A1B5 - R1. R PRESENT JOB STATUS N X6674 Q979A1B6 - R1. R PRESENT JOB STATUS N X6675 Q979A1B7 - R1. R PRESENT JOB STATUS N X6676 Q979A1B8 - R1. R PRESENT JOB STATUS N X6677 Q979A1B9 - R1. R PRESENT JOB STATUS N X6677A Q981A1 - R1_1. EXPECT TO GO BACK TO JOB N X4101 Q982A1 - R1_2. WHEN LAST WORK - MONTH N X4102 Q983A1 - R1_2. WHEN LAST WORK - YEAR N X4103 Q984A1 - R1_3. DOING ANY WORK CURRENTLY? N X7588 Q985A1 - R1_4. DISABLED: YEAR, AGE, AGO N X4104A Q986A1 - R1_4YR. YEAR WHEN DISABLED N X4104 Q987A1 - R1_4AGE. AGE WHEN DISABLED N X7197 Q988A1 - R1_4YRS. YEARS AGO DISABLED N X7198 Q989A1 - R1_5. DOING ANY WORK CURRENTLY? N X4105 Q1604A1 - R1_6. UNEMPLOYED IN PAST 12 MONTHS? N X6780 Q1605A1 - R1_7. WEEKS UNEMPLOYED N X6781 Q990A1 - R2. EMPLOYED BY ELSE OR SELF? N X4106 Q995A1 - R6. HOURS IN NORMAL WEEK N X4110 Q996A1 - R7. WEEKS IN NORMAL YEAR N X4111 Q997A1 - R8. AMOUNT EARNED BEFORE TAXES N X4112 DK5_333 - DECISION TREE TYPE N DK8_333 - RANGE CARD/RANGE N DK9_333 - RANGE FROM CARD? N DK10_333 - DECISION TREE 1 N DK11_333 - DECISION TREE 2 N DK12_333 - DECISION TREE 3 N DK13_333 - DECISION TREE 4 N DK14_333 - DECISION TREE 5 N DK15_333 - DECISION TREE 6 N DK16_333 - DECISION TREE 7 N DK17_333 - RANGE CARD C DK19_333 - LOW END N DK20_333 - HIGH END N DK21_333 - MIDPOINT (CALCULATED) N Q999A1 - R8F. FREQ OF EARNINGS REPORTED N X4113 Q1001A1 - R8_1. EARN IN PAST YEAR N X6657 DK5_334 - DECISION TREE TYPE N DK8_334 - RANGE CARD/RANGE N DK9_334 - RANGE FROM CARD? N DK10_334 - DECISION TREE 1 N DK11_334 - DECISION TREE 2 N DK12_334 - DECISION TREE 3 N DK13_334 - DECISION TREE 4 N DK14_334 - DECISION TREE 5 N DK15_334 - DECISION TREE 6 N DK16_334 - DECISION TREE 7 N DK17_334 - RANGE CARD C DK19_334 - LOW END N DK20_334 - HIGH END N DK21_334 - MIDPOINT (CALCULATED) N Q1612A1 - R8_2. FINANCIAL OPTIONS TO PURCHASE S N X6797 Q1003A1 - R9. HOW MANY EMPLOYEES N X4114 Q1004A1 - R10. YEARS/AGE/YEAR N X4115A Q1005A1 - R10YRS. YEARS WORKED FOR EMP N X4115 Q1006A1 - R10AGE. SINCE WHAT AGE? N X7199 Q1007A1 - R10YR. SINCE WHAT YEAR? N X7679 Q1008A1 - R11. YEARS/AGE/YEAR N X4116A Q1009A1 - R11YRS. # YEARS EXPECT TO WORK N X4116 Q1010A1 - R11AGE. UNTIL WHAT AGE? N X7680 Q1584A1 - R11YR. UNTIL WHAT YEAR? N X7200 Q1011A1 - R12. JOB COVERED BY UNION CONT N X4117 Q1012A1 - R13. INSURANCE IF DISABLED? N X7681 Q1015A1 - R14_2. HOURS IN NORMAL WEEK-SE N X4123 Q1016A1 - R14_3. WEEKS IN NORMAL YEAR-SE N X4124 Q1017A1 - R14_4. YEARS/AGE/YEAR N X4121A Q1018A1 - R14_4YRS. YRS IN THIS BUSINESS N X4121 Q1019A1 - R14_4AGE. SINCE WHAT AGE? N X7201 Q1020A1 - R14_4YR. SINCE WHAT YEAR? N X7682 Q1021A1 - R14_5. YEARS/AGE/YEAR N X4122A Q1022A1 - R14_5YRS.YRS EXPCT TO CONTINUE N X4122 Q1023A1 - R14_5AGE. UNTIL WHAT AGE? N X7683 Q1024A1 - R14_5YR. UNTIL WHAT YEAR? N X7202 Q1025A1 - R14_6. PAID REGULAR SALARY-SE? N X4125 Q1026A1 - R14_7. AMT EARNED BEFORE TAXES N X4129 DK5_335 - DECISION TREE TYPE N DK8_335 - RANGE CARD/RANGE N DK9_335 - RANGE FROM CARD? N DK10_335 - DECISION TREE 1 N DK11_335 - DECISION TREE 2 N DK12_335 - DECISION TREE 3 N DK13_335 - DECISION TREE 4 N DK14_335 - DECISION TREE 5 N DK15_335 - DECISION TREE 6 N DK16_335 - DECISION TREE 7 N DK17_335 - RANGE CARD C DK19_335 - LOW END N DK20_335 - HIGH END N DK21_335 - MIDPOINT (CALCULATED) N Q1028A1 - R14_7F. FREQ OF REPORT EARN-SE N X4130 Q1030A1 - R14_8. PAID PORTION OF NET-SE? N X4127 Q1031A1 - R14_9. NONSALARY EARNINGS-SE N X4131 DK5_336 - DECISION TREE TYPE N DK8_336 - RANGE CARD/RANGE N DK9_336 - RANGE FROM CARD? N DK10_336 - DECISION TREE 1 N DK11_336 - DECISION TREE 2 N DK12_336 - DECISION TREE 3 N DK13_336 - DECISION TREE 4 N DK14_336 - DECISION TREE 5 N DK15_336 - DECISION TREE 6 N DK16_336 - DECISION TREE 7 N DK17_336 - RANGE CARD C DK19_336 - LOW END N DK20_336 - HIGH END N DK21_336 - MIDPOINT (CALCULATED) N Q1033A1 - R14_9. FREQ OF NONSALARY EARN N X4132 Q1035A1 - R14_10. NUMBER OF EMPLOYEES N X7203 Q1036A1 - R14_11. JOB COVERED BY UNION? N X4133 Q1037A1 - R14_12. INSURANCE IF DISABLED? N X7684 Q1038A1 - R14_13. ANY PENSIONS THRU JOB? N X4134 Q1039A1 - R15. ANY PENSIONS THRU JOB? N X4135 Q1040A1 - R16. EMPLOYER OFFER PLANS? N X4136 Q1041A1 - R16_1. ELIGIBLE FOR PLANS? N X4137 Q1042A1A - R16_2. WHAT KINDS OF PLANS? N X6708A Q1042A1B - R16_2. WHAT KINDS OF PLANS? N X6709A Q1042A1C - R16_2. WHAT KINDS OF PLANS? N X6710A Q1042A1D - R16_2. WHAT KINDS OF PLANS? N X6711A Q1042A1E - R16_2. WHAT KINDS OF PLANS? N X6712A Q1044A1 - R16_3. WILL YOU BE ELIGIBLE? N X4138 Q1046A1 - R17. NUMBER OF PLANS N X4139 Q1047A1 - R17_1.CURRENTLY RECEIVING PMTS N X4140 Q1048A1 - R17_2.ANY NOT YET RECEIVE PMTS N X4141 Q1049A1 - R17_3. NUMBER OF PLANS N X6698 Q1051A11 - R19. PENSION OR TAX-DEFER SAV N X4202 Q1053A11 - R20. FORMULA OR ACCOUNT PLAN N X4203 Q1054A11 - R21. AMOUNT ACCUMULATED N X4204 DK5_337 - DECISION TREE TYPE N DK8_337 - RANGE CARD/RANGE N DK9_337 - RANGE FROM CARD? N DK10_337 - DECISION TREE 1 N DK11_337 - DECISION TREE 2 N DK12_337 - DECISION TREE 3 N DK13_337 - DECISION TREE 4 N DK14_337 - DECISION TREE 5 N DK15_337 - DECISION TREE 6 N DK16_337 - DECISION TREE 7 N DK17_337 - RANGE CARD C DK19_337 - LOW END N DK20_337 - HIGH END N DK21_337 - MIDPOINT (CALCULATED) N Q1056A11 - R21_05.CAN BORROW AGNST ACCT? N X7205 Q1057A11 - R21_1. YEARS/AGE/YEAR N X7685A Q1058A11 - R21_1YRS. # OF YEARS IN PLAN N X7685 Q1059A11 - R21_1AGE. SINCE WHAT AGE? N X7206 Q1060A11 - R21_1YR. SINCE WHAT YEAR? N X7207 Q1061A11 - R22. MAKE CONTRIBUTIONS NOW? N X4205 Q1062A11 - R23. PERCENT/AMOUNT/VARIABLE N X4206A Q1063A11 - R23_1PCT. PERCENT PAID N X4206 Q1064A11 - R23_1AMT. AMT/VARIABLE PAID N X4207 DK5_338 - DECISION TREE TYPE N DK8_338 - RANGE CARD/RANGE N DK9_338 - RANGE FROM CARD? N DK10_338 - DECISION TREE 1 N DK11_338 - DECISION TREE 2 N DK12_338 - DECISION TREE 3 N DK13_338 - DECISION TREE 4 N DK14_338 - DECISION TREE 5 N DK15_338 - DECISION TREE 6 N DK16_338 - DECISION TREE 7 N DK17_338 - RANGE CARD C DK19_338 - LOW END N DK20_338 - HIGH END N DK21_338 - MIDPOINT (CALCULATED) N Q1066A11 - R23_1F. FREQ OF CONTRIBUTIONS N X4208 Q1068A11 - R24. AGE/YEARS/YEAR N X4209A Q1069A11 - R24AGE. AGE EXPECT TO RECEIVE N X4209 Q1070A11 - R24YEARS. IN NUMBER OF YEARS N X7686 Q1071A11 - R24YEAR. IN YEAR N X7208 Q1072A11 - R25. AMT/PERCENT OF FINAL PAY N X6661 Q1073A11 - R25AMT. AMOUNT OF BENEFITS N X4210 DK5_339 - DECISION TREE TYPE N DK8_339 - RANGE CARD/RANGE N DK9_339 - RANGE FROM CARD? N DK10_339 - DECISION TREE 1 N DK11_339 - DECISION TREE 2 N DK12_339 - DECISION TREE 3 N DK13_339 - DECISION TREE 4 N DK14_339 - DECISION TREE 5 N DK15_339 - DECISION TREE 6 N DK16_339 - DECISION TREE 7 N DK17_339 - RANGE CARD C DK19_339 - LOW END N DK20_339 - HIGH END N DK21_339 - MIDPOINT (CALCULATED) N Q1075A11 - R25PCT. PERCENT OF FINAL PAY N X4212 Q1076A11 - R25F. FREQUENCY OF BENEFITS N X4211 Q1078A11 - R26. LEAVE JOB, WHAT HAPPENS? N X4213 Q1080A11 - R26_1. AMOUNT OF BENEFIT N X4214 DK5_340 - DECISION TREE TYPE N DK8_340 - RANGE CARD/RANGE N DK9_340 - RANGE FROM CARD? N DK10_340 - DECISION TREE 1 N DK11_340 - DECISION TREE 2 N DK12_340 - DECISION TREE 3 N DK13_340 - DECISION TREE 4 N DK14_340 - DECISION TREE 5 N DK15_340 - DECISION TREE 6 N DK16_340 - DECISION TREE 7 N DK17_340 - RANGE CARD C DK19_340 - LOW END N DK20_340 - HIGH END N DK21_340 - MIDPOINT (CALCULATED) N Q1082A11 - R26_1F. FREQUENCY OF BENEFIT N X7691 Q1084A11 - R26_2. AMOUNT OF BENEFIT N X4214A DK5_341 - DECISION TREE TYPE N DK8_341 - RANGE CARD/RANGE N DK9_341 - RANGE FROM CARD? N DK10_341 - DECISION TREE 1 N DK11_341 - DECISION TREE 2 N DK12_341 - DECISION TREE 3 N DK13_341 - DECISION TREE 4 N DK14_341 - DECISION TREE 5 N DK15_341 - DECISION TREE 6 N DK16_341 - DECISION TREE 7 N DK17_341 - RANGE CARD C DK19_341 - LOW END N DK20_341 - HIGH END N DK21_341 - MIDPOINT (CALCULATED) N Q1086A11 - R27. ANOTHER PLAN? N X4215 Q1087A11 - R28. WHAT TYPE? (THRIFT,401K) N X4216 Q1089A11 - R29. YEARS/AGE/YEAR N X4217A Q1090A11 - R29YRS. # OF YEARS IN PLAN N X4217 Q1091A11 - R29AGE. SINCE WHAT AGE? N X7209 Q1092A11 - R29YR. SINCE WHAT YEAR? N X7210 Q1093A11 - R30. EMPLOYER CONTRIBUTE? N X4218 Q1094A11 - R30_1.PERCENT/AMOUNT/VARIABLE N X4219A Q1095A11 - R30_2A. PERCENT PAID N X4219 Q1096A11 - R30_2B. AMOUNT/VARIABLE PAID N X4220 DK5_342 - DECISION TREE TYPE N DK8_342 - RANGE CARD/RANGE N DK9_342 - RANGE FROM CARD? N DK10_342 - DECISION TREE 1 N DK11_342 - DECISION TREE 2 N DK12_342 - DECISION TREE 3 N DK13_342 - DECISION TREE 4 N DK14_342 - DECISION TREE 5 N DK15_342 - DECISION TREE 6 N DK16_342 - DECISION TREE 7 N DK17_342 - RANGE CARD C DK19_342 - LOW END N DK20_342 - HIGH END N DK21_342 - MIDPOINT (CALCULATED) N Q1098A11 - R30_2. FREQ OF EMPLOYER CONT N X4221 Q1100A11 - R31. WITHDRAW FOR EMERGENCY? N X4231 Q1101A11 - R32. BORROW AGAINST ACCOUNT? N X4227 Q1102A11 - R33. HAVE LOAN AGAINST ACCT? N X4228 Q1103A11 - R33_1. LOAN BALANCE N X4229 DK5_343 - DECISION TREE TYPE N DK8_343 - RANGE CARD/RANGE N DK9_343 - RANGE FROM CARD? N DK10_343 - DECISION TREE 1 N DK11_343 - DECISION TREE 2 N DK12_343 - DECISION TREE 3 N DK13_343 - DECISION TREE 4 N DK14_343 - DECISION TREE 5 N DK15_343 - DECISION TREE 6 N DK16_343 - DECISION TREE 7 N DK17_343 - RANGE CARD C DK19_343 - LOW END N DK20_343 - HIGH END N DK21_343 - MIDPOINT (CALCULATED) N Q1610A11 - R33_1_5. PURPOSE FOR BORROWING N X6791 Q1105A11 - R33_2. REPORT LOAN EARLIER? N X4230 Q1106A11 - R33_3. WHICH LOAN? N X7694 Q1108A11 - R33_4. AMOUNT OF PAYMENTS N X7211 DK5_344 - DECISION TREE TYPE N DK8_344 - RANGE CARD/RANGE N DK9_344 - RANGE FROM CARD? N DK10_344 - DECISION TREE 1 N DK11_344 - DECISION TREE 2 N DK12_344 - DECISION TREE 3 N DK13_344 - DECISION TREE 4 N DK14_344 - DECISION TREE 5 N DK15_344 - DECISION TREE 6 N DK16_344 - DECISION TREE 7 N DK17_344 - RANGE CARD C DK19_344 - LOW END N DK20_344 - HIGH END N DK21_344 - MIDPOINT (CALCULATED) N Q1110A11 - R33_4F. FREQUENCY OF PAYMENTS N X7212 Q1112A11 - R34. CONTRIBUTE TO PLAN NOW? N X4222 Q1113A11 - R34_1.PERCENT/AMOUNT/VARIABLE N X4223A Q1114A11 - R34_2A. PERCENT CONTRIBUTED N X4223 Q1115A11 - R34_2B. AMOUNT CONTRIBUTED N X4224 DK5_345 - DECISION TREE TYPE N DK8_345 - RANGE CARD/RANGE N DK9_345 - RANGE FROM CARD? N DK10_345 - DECISION TREE 1 N DK11_345 - DECISION TREE 2 N DK12_345 - DECISION TREE 3 N DK13_345 - DECISION TREE 4 N DK14_345 - DECISION TREE 5 N DK15_345 - DECISION TREE 6 N DK16_345 - DECISION TREE 7 N DK17_345 - RANGE CARD C DK19_345 - LOW END N DK20_345 - HIGH END N DK21_345 - MIDPOINT (CALCULATED) N Q1117A11 - R34_2C. FREQ OF CONTRIBUTION N X4225 Q1119A11 - R35. AMOUNT IN ACCOUNT N X4226 DK5_346 - DECISION TREE TYPE N DK8_346 - RANGE CARD/RANGE N DK9_346 - RANGE FROM CARD? N DK10_346 - DECISION TREE 1 N DK11_346 - DECISION TREE 2 N DK12_346 - DECISION TREE 3 N DK13_346 - DECISION TREE 4 N DK14_346 - DECISION TREE 5 N DK15_346 - DECISION TREE 6 N DK16_346 - DECISION TREE 7 N DK17_346 - RANGE CARD C DK19_346 - LOW END N DK20_346 - HIGH END N DK21_346 - MIDPOINT (CALCULATED) N Q1121A11 - R36. IF LEAVE JOB, LOSE ALL? N X4232 Q1123A11 - R36_1. PERCENT/AMOUNT N X4233A Q1124A11 - R36_1PCT. PERCENT LOSE N X4233 Q1125A11 - R36_1AMT. AMOUNT LOSE N X7697 DK5_347 - DECISION TREE TYPE N DK8_347 - RANGE CARD/RANGE N DK9_347 - RANGE FROM CARD? N DK10_347 - DECISION TREE 1 N DK11_347 - DECISION TREE 2 N DK12_347 - DECISION TREE 3 N DK13_347 - DECISION TREE 4 N DK14_347 - DECISION TREE 5 N DK15_347 - DECISION TREE 6 N DK16_347 - DECISION TREE 7 N DK17_347 - RANGE CARD C DK19_347 - LOW END N DK20_347 - HIGH END N DK21_347 - MIDPOINT (CALCULATED) N Q1127A11 - R37. HOW INVESTED? N X4234 Q1129A11 - R37_1. CONTROL HOW INVESTED? N X7213 Q1130A11 - R38. ANOTHER PLAN? N X4235 Q1051A12 - R19. PENSION OR TAX-DEFER SAV N X4302 Q1053A12 - R20. FORMULA OR ACCOUNT PLAN N X4303 Q1054A12 - R21. AMOUNT ACCUMULATED N X4304 DK5_348 - DECISION TREE TYPE N DK8_348 - RANGE CARD/RANGE N DK9_348 - RANGE FROM CARD? N DK10_348 - DECISION TREE 1 N DK11_348 - DECISION TREE 2 N DK12_348 - DECISION TREE 3 N DK13_348 - DECISION TREE 4 N DK14_348 - DECISION TREE 5 N DK15_348 - DECISION TREE 6 N DK16_348 - DECISION TREE 7 N DK17_348 - RANGE CARD C DK19_348 - LOW END N DK20_348 - HIGH END N DK21_348 - MIDPOINT (CALCULATED) N Q1056A12 - R21_05.CAN BORROW AGNST ACCT? N X7214 Q1057A12 - R21_1. YEARS/AGE/YEAR N X7687A Q1058A12 - R21_1YRS. # OF YEARS IN PLAN N X7687 Q1059A12 - R21_1AGE. SINCE WHAT AGE? N X7215 Q1060A12 - R21_1YR. SINCE WHAT YEAR? N X7216 Q1061A12 - R22. MAKE CONTRIBUTIONS NOW? N X4305 Q1062A12 - R23. PERCENT/AMOUNT/VARIABLE N X4306A Q1063A12 - R23_1PCT. PERCENT PAID N X4306 Q1064A12 - R23_1AMT. AMT/VARIABLE PAID N X4307 DK5_349 - DECISION TREE TYPE N DK8_349 - RANGE CARD/RANGE N DK9_349 - RANGE FROM CARD? N DK10_349 - DECISION TREE 1 N DK11_349 - DECISION TREE 2 N DK12_349 - DECISION TREE 3 N DK13_349 - DECISION TREE 4 N DK14_349 - DECISION TREE 5 N DK15_349 - DECISION TREE 6 N DK16_349 - DECISION TREE 7 N DK17_349 - RANGE CARD C DK19_349 - LOW END N DK20_349 - HIGH END N DK21_349 - MIDPOINT (CALCULATED) N Q1066A12 - R23_1F. FREQ OF CONTRIBUTIONS N X4308 Q1068A12 - R24. AGE/YEARS/YEAR N X4309A Q1069A12 - R24AGE. AGE EXPECT TO RECEIVE N X4309 Q1070A12 - R24YEARS. IN NUMBER OF YEARS N X7688 Q1071A12 - R24YEAR. IN YEAR N X7217 Q1072A12 - R25. AMT/PERCENT OF FINAL PAY N X6662 Q1073A12 - R25AMT. AMOUNT OF BENEFITS N X4310 DK5_350 - DECISION TREE TYPE N DK8_350 - RANGE CARD/RANGE N DK9_350 - RANGE FROM CARD? N DK10_350 - DECISION TREE 1 N DK11_350 - DECISION TREE 2 N DK12_350 - DECISION TREE 3 N DK13_350 - DECISION TREE 4 N DK14_350 - DECISION TREE 5 N DK15_350 - DECISION TREE 6 N DK16_350 - DECISION TREE 7 N DK17_350 - RANGE CARD C DK19_350 - LOW END N DK20_350 - HIGH END N DK21_350 - MIDPOINT (CALCULATED) N Q1075A12 - R25PCT. PERCENT OF FINAL PAY N X4312 Q1076A12 - R25F. FREQUENCY OF BENEFITS N X4311 Q1078A12 - R26. LEAVE JOB, WHAT HAPPENS? N X4313 Q1080A12 - R26_1. AMOUNT OF BENEFIT N X4314 DK5_351 - DECISION TREE TYPE N DK8_351 - RANGE CARD/RANGE N DK9_351 - RANGE FROM CARD? N DK10_351 - DECISION TREE 1 N DK11_351 - DECISION TREE 2 N DK12_351 - DECISION TREE 3 N DK13_351 - DECISION TREE 4 N DK14_351 - DECISION TREE 5 N DK15_351 - DECISION TREE 6 N DK16_351 - DECISION TREE 7 N DK17_351 - RANGE CARD C DK19_351 - LOW END N DK20_351 - HIGH END N DK21_351 - MIDPOINT (CALCULATED) N Q1082A12 - R26_1F. FREQUENCY OF BENEFIT N X7692 Q1084A12 - R26_2. AMOUNT OF BENEFIT N X4314A DK5_352 - DECISION TREE TYPE N DK8_352 - RANGE CARD/RANGE N DK9_352 - RANGE FROM CARD? N DK10_352 - DECISION TREE 1 N DK11_352 - DECISION TREE 2 N DK12_352 - DECISION TREE 3 N DK13_352 - DECISION TREE 4 N DK14_352 - DECISION TREE 5 N DK15_352 - DECISION TREE 6 N DK16_352 - DECISION TREE 7 N DK17_352 - RANGE CARD C DK19_352 - LOW END N DK20_352 - HIGH END N DK21_352 - MIDPOINT (CALCULATED) N Q1086A12 - R27. ANOTHER PLAN? N X4315 Q1087A12 - R28. WHAT TYPE? (THRIFT,401K) N X4316 Q1089A12 - R29. YEARS/AGE/YEAR N X4317A Q1090A12 - R29YRS. # OF YEARS IN PLAN N X4317 Q1091A12 - R29AGE. SINCE WHAT AGE? N X7218 Q1092A12 - R29YR. SINCE WHAT YEAR? N X7219 Q1093A12 - R30. EMPLOYER CONTRIBUTE? N X4318 Q1094A12 - R30_1.PERCENT/AMOUNT/VARIABLE N X4319A Q1095A12 - R30_2A. PERCENT PAID N X4319 Q1096A12 - R30_2B. AMOUNT/VARIABLE PAID N X4320 DK5_353 - DECISION TREE TYPE N DK8_353 - RANGE CARD/RANGE N DK9_353 - RANGE FROM CARD? N DK10_353 - DECISION TREE 1 N DK11_353 - DECISION TREE 2 N DK12_353 - DECISION TREE 3 N DK13_353 - DECISION TREE 4 N DK14_353 - DECISION TREE 5 N DK15_353 - DECISION TREE 6 N DK16_353 - DECISION TREE 7 N DK17_353 - RANGE CARD C DK19_353 - LOW END N DK20_353 - HIGH END N DK21_353 - MIDPOINT (CALCULATED) N Q1098A12 - R30_2. FREQ OF EMPLOYER CONT N X4321 Q1100A12 - R31. WITHDRAW FOR EMERGENCY? N X4331 Q1101A12 - R32. BORROW AGAINST ACCOUNT? N X4327 Q1102A12 - R33. HAVE LOAN AGAINST ACCT? N X4328 Q1103A12 - R33_1. LOAN BALANCE N X4329 DK5_354 - DECISION TREE TYPE N DK8_354 - RANGE CARD/RANGE N DK9_354 - RANGE FROM CARD? N DK10_354 - DECISION TREE 1 N DK11_354 - DECISION TREE 2 N DK12_354 - DECISION TREE 3 N DK13_354 - DECISION TREE 4 N DK14_354 - DECISION TREE 5 N DK15_354 - DECISION TREE 6 N DK16_354 - DECISION TREE 7 N DK17_354 - RANGE CARD C DK19_354 - LOW END N DK20_354 - HIGH END N DK21_354 - MIDPOINT (CALCULATED) N Q1610A12 - PURPOSE FOR BORROWING N X6792 Q1105A12 - R33_2. REPORT LOAN EARLIER? N X4330 Q1106A12 - R33_3. WHICH LOAN? N X7695 Q1108A12 - R33_4. AMOUNT OF PAYMENTS N X7220 DK5_355 - DECISION TREE TYPE N DK8_355 - RANGE CARD/RANGE N DK9_355 - RANGE FROM CARD? N DK10_355 - DECISION TREE 1 N DK11_355 - DECISION TREE 2 N DK12_355 - DECISION TREE 3 N DK13_355 - DECISION TREE 4 N DK14_355 - DECISION TREE 5 N DK15_355 - DECISION TREE 6 N DK16_355 - DECISION TREE 7 N DK17_355 - RANGE CARD C DK19_355 - LOW END N DK20_355 - HIGH END N DK21_355 - MIDPOINT (CALCULATED) N Q1110A12 - R33_4F. FREQUENCY OF PAYMENTS N X7221 Q1112A12 - R34. CONTRIBUTE TO PLAN NOW? N X4322 Q1113A12 - R34_1.PERCENT/AMOUNT/VARIABLE N X4323A Q1114A12 - R34_2A. PERCENT CONTRIBUTED N X4323 Q1115A12 - R34_2B. AMOUNT CONTRIBUTED N X4324 DK5_356 - DECISION TREE TYPE N DK8_356 - RANGE CARD/RANGE N DK9_356 - RANGE FROM CARD? N DK10_356 - DECISION TREE 1 N DK11_356 - DECISION TREE 2 N DK12_356 - DECISION TREE 3 N DK13_356 - DECISION TREE 4 N DK14_356 - DECISION TREE 5 N DK15_356 - DECISION TREE 6 N DK16_356 - DECISION TREE 7 N DK17_356 - RANGE CARD C DK19_356 - LOW END N DK20_356 - HIGH END N DK21_356 - MIDPOINT (CALCULATED) N Q1117A12 - R34_2C. FREQ OF CONTRIBUTION N X4325 Q1119A12 - R35. AMOUNT IN ACCOUNT N X4326 DK5_357 - DECISION TREE TYPE N DK8_357 - RANGE CARD/RANGE N DK9_357 - RANGE FROM CARD? N DK10_357 - DECISION TREE 1 N DK11_357 - DECISION TREE 2 N DK12_357 - DECISION TREE 3 N DK13_357 - DECISION TREE 4 N DK14_357 - DECISION TREE 5 N DK15_357 - DECISION TREE 6 N DK16_357 - DECISION TREE 7 N DK17_357 - RANGE CARD C DK19_357 - LOW END N DK20_357 - HIGH END N DK21_357 - MIDPOINT (CALCULATED) N Q1121A12 - R36. IF LEAVE JOB, LOSE ALL? N X4332 Q1123A12 - R36_1. PERCENT/AMOUNT N X4333A Q1124A12 - R36_1PCT. PERCENT LOSE N X4333 Q1125A12 - R36_1AMT. AMOUNT LOSE N X7698 DK5_358 - DECISION TREE TYPE N DK8_358 - RANGE CARD/RANGE N DK9_358 - RANGE FROM CARD? N DK10_358 - DECISION TREE 1 N DK11_358 - DECISION TREE 2 N DK12_358 - DECISION TREE 3 N DK13_358 - DECISION TREE 4 N DK14_358 - DECISION TREE 5 N DK15_358 - DECISION TREE 6 N DK16_358 - DECISION TREE 7 N DK17_358 - RANGE CARD C DK19_358 - LOW END N DK20_358 - HIGH END N DK21_358 - MIDPOINT (CALCULATED) N Q1127A12 - R37. HOW INVESTED? N X4334 Q1129A12 - R37_1. CONTROL HOW INVESTED? N X7222 Q1130A12 - R38. ANOTHER PLAN? N X4335 Q1051A13 - R19. PENSION OR TAX-DEFER SAV N X4402 Q1053A13 - R20. FORMULA OR ACCOUNT PLAN N X4403 Q1054A13 - R21. AMOUNT ACCUMULATED N X4404 DK5_359 - DECISION TREE TYPE N DK8_359 - RANGE CARD/RANGE N DK9_359 - RANGE FROM CARD? N DK10_359 - DECISION TREE 1 N DK11_359 - DECISION TREE 2 N DK12_359 - DECISION TREE 3 N DK13_359 - DECISION TREE 4 N DK14_359 - DECISION TREE 5 N DK15_359 - DECISION TREE 6 N DK16_359 - DECISION TREE 7 N DK17_359 - RANGE CARD C DK19_359 - LOW END N DK20_359 - HIGH END N DK21_359 - MIDPOINT (CALCULATED) N Q1056A13 - R21_05.CAN BORROW AGNST ACCT? N X7223 Q1057A13 - R21_1. YEARS/AGE/YEAR N X7689A Q1058A13 - R21_1YRS. # OF YEARS IN PLAN N X7689 Q1059A13 - R21_1AGE. SINCE WHAT AGE? N X7224 Q1060A13 - R21_1YR. SINCE WHAT YEAR? N X7225 Q1061A13 - R22. MAKE CONTRIBUTIONS NOW? N X4405 Q1062A13 - R23. PERCENT/AMOUNT/VARIABLE N X4406A Q1063A13 - R23_1PCT. PERCENT PAID N X4406 Q1064A13 - R23_1AMT. AMT/VARIABLE PAID N X4407 DK5_360 - DECISION TREE TYPE N DK8_360 - RANGE CARD/RANGE N DK9_360 - RANGE FROM CARD? N DK10_360 - DECISION TREE 1 N DK11_360 - DECISION TREE 2 N DK12_360 - DECISION TREE 3 N DK13_360 - DECISION TREE 4 N DK14_360 - DECISION TREE 5 N DK15_360 - DECISION TREE 6 N DK16_360 - DECISION TREE 7 N DK17_360 - RANGE CARD C DK19_360 - LOW END N DK20_360 - HIGH END N DK21_360 - MIDPOINT (CALCULATED) N Q1066A13 - R23_1F. FREQ OF CONTRIBUTIONS N X4408 Q1068A13 - R24. AGE/YEARS/YEAR N X4409A Q1069A13 - R24AGE. AGE EXPECT TO RECEIVE N X4409 Q1070A13 - R24YEARS. IN NUMBER OF YEARS N X7690 Q1071A13 - R24YEAR. IN YEAR N X7226 Q1072A13 - R25. AMT/PERCENT OF FINAL PAY N X6663 Q1073A13 - R25AMT. AMOUNT OF BENEFITS N X4410 DK5_361 - DECISION TREE TYPE N DK8_361 - RANGE CARD/RANGE N DK9_361 - RANGE FROM CARD? N DK10_361 - DECISION TREE 1 N DK11_361 - DECISION TREE 2 N DK12_361 - DECISION TREE 3 N DK13_361 - DECISION TREE 4 N DK14_361 - DECISION TREE 5 N DK15_361 - DECISION TREE 6 N DK16_361 - DECISION TREE 7 N DK17_361 - RANGE CARD C DK19_361 - LOW END N DK20_361 - HIGH END N DK21_361 - MIDPOINT (CALCULATED) N Q1075A13 - R25PCT. PERCENT OF FINAL PAY N X4412 Q1076A13 - R25F. FREQ OF BENEFITS N X4411 Q1078A13 - R26. LEAVE JOB, WHAT HAPPENS? N X4413 Q1080A13 - R26_1. AMOUNT OF BENEFIT N X4414 DK5_362 - DECISION TREE TYPE N DK8_362 - RANGE CARD/RANGE N DK9_362 - RANGE FROM CARD? N DK10_362 - DECISION TREE 1 N DK11_362 - DECISION TREE 2 N DK12_362 - DECISION TREE 3 N DK13_362 - DECISION TREE 4 N DK14_362 - DECISION TREE 5 N DK15_362 - DECISION TREE 6 N DK16_362 - DECISION TREE 7 N DK17_362 - RANGE CARD C DK19_362 - LOW END N DK20_362 - HIGH END N DK21_362 - MIDPOINT (CALCULATED) N Q1082A13 - R26_1F. FREQUENCY OF BENEFIT N X7693 Q1084A13 - R26_2. AMOUNT OF BENEFIT N X4414A DK5_363 - DECISION TREE TYPE N DK8_363 - RANGE CARD/RANGE N DK9_363 - RANGE FROM CARD? N DK10_363 - DECISION TREE 1 N DK11_363 - DECISION TREE 2 N DK12_363 - DECISION TREE 3 N DK13_363 - DECISION TREE 4 N DK14_363 - DECISION TREE 5 N DK15_363 - DECISION TREE 6 N DK16_363 - DECISION TREE 7 N DK17_363 - RANGE CARD C DK19_363 - LOW END N DK20_363 - HIGH END N DK21_363 - MIDPOINT (CALCULATED) N Q1086A13 - R27. ANOTHER PLAN? N X4415 Q1087A13 - R28. WHAT TYPE? (THRIFT,401K) N X4416 Q1089A13 - R29. YEARS/AGE/YEAR N X4417A Q1090A13 - R29YRS. # OF YEARS IN PLAN N X4417 Q1091A13 - R29AGE. SINCE WHAT AGE? N X7227 Q1092A13 - R29YR. SINCE WHAT YEAR? N X7228 Q1093A13 - R30. EMPLOYER CONTRIBUTE? N X4418 Q1094A13 - R30_1.PERCENT/AMOUNT/VARIABLE N X4419A Q1095A13 - R30_2A. PERCENT PAID N X4419 Q1096A13 - R30_2B. AMOUNT/VARIABLE PAID N X4420 DK5_364 - DECISION TREE TYPE N DK8_364 - RANGE CARD/RANGE N DK9_364 - RANGE FROM CARD? N DK10_364 - DECISION TREE 1 N DK11_364 - DECISION TREE 2 N DK12_364 - DECISION TREE 3 N DK13_364 - DECISION TREE 4 N DK14_364 - DECISION TREE 5 N DK15_364 - DECISION TREE 6 N DK16_364 - DECISION TREE 7 N DK17_364 - RANGE CARD C DK19_364 - LOW END N DK20_364 - HIGH END N DK21_364 - MIDPOINT (CALCULATED) N Q1098A13 - R30_2. FREQ OF EMPLOYER CONT N X4421 Q1100A13 - R31. WITHDRAW FOR EMERGENCY? N X4431 Q1101A13 - R32. BORROW AGAINST ACCOUNT? N X4427 Q1102A13 - R33. HAVE LOAN AGAINST ACCT? N X4428 Q1103A13 - R33_1. LOAN BALANCE N X4429 DK5_365 - DECISION TREE TYPE N DK8_365 - RANGE CARD/RANGE N DK9_365 - RANGE FROM CARD? N DK10_365 - DECISION TREE 1 N DK11_365 - DECISION TREE 2 N DK12_365 - DECISION TREE 3 N DK13_365 - DECISION TREE 4 N DK14_365 - DECISION TREE 5 N DK15_365 - DECISION TREE 6 N DK16_365 - DECISION TREE 7 N DK17_365 - RANGE CARD C DK19_365 - LOW END N DK20_365 - HIGH END N DK21_365 - MIDPOINT (CALCULATED) N Q1610A13 - PURPOSE FOR BORROWING N X6793 Q1105A13 - R33_2. REPORT LOAN EARLIER? N X4430 Q1106A13 - R33_3. WHICH LOAN? N X7696 Q1108A13 - R33_4. AMOUNT OF PAYMENTS N X7229 DK5_366 - DECISION TREE TYPE N DK8_366 - RANGE CARD/RANGE N DK9_366 - RANGE FROM CARD? N DK10_366 - DECISION TREE 1 N DK11_366 - DECISION TREE 2 N DK12_366 - DECISION TREE 3 N DK13_366 - DECISION TREE 4 N DK14_366 - DECISION TREE 5 N DK15_366 - DECISION TREE 6 N DK16_366 - DECISION TREE 7 N DK17_366 - RANGE CARD C DK19_366 - LOW END N DK20_366 - HIGH END N DK21_366 - MIDPOINT (CALCULATED) N Q1110A13 - R33_4F. FREQUENCY OF PAYMENTS N X7230 Q1112A13 - R34. CONTRIBUTE TO PLAN NOW? N X4422 Q1113A13 - R34_1.PERCENT/AMOUNT/VARIABLE N X4423A Q1114A13 - R34_2A. PERCENT CONTRIBUTED N X4423 Q1115A13 - R34_2B. AMOUNT CONTRIBUTED N X4424 DK5_367 - DECISION TREE TYPE N DK8_367 - RANGE CARD/RANGE N DK9_367 - RANGE FROM CARD? N DK10_367 - DECISION TREE 1 N DK11_367 - DECISION TREE 2 N DK12_367 - DECISION TREE 3 N DK13_367 - DECISION TREE 4 N DK14_367 - DECISION TREE 5 N DK15_367 - DECISION TREE 6 N DK16_367 - DECISION TREE 7 N DK17_367 - RANGE CARD C DK19_367 - LOW END N DK20_367 - HIGH END N DK21_367 - MIDPOINT (CALCULATED) N Q1117A13 - R34_2C. FREQ OF CONTRIBUTION N X4425 Q1119A13 - R35. AMOUNT IN ACCOUNT N X4426 DK5_368 - DECISION TREE TYPE N DK8_368 - RANGE CARD/RANGE N DK9_368 - RANGE FROM CARD? N DK10_368 - DECISION TREE 1 N DK11_368 - DECISION TREE 2 N DK12_368 - DECISION TREE 3 N DK13_368 - DECISION TREE 4 N DK14_368 - DECISION TREE 5 N DK15_368 - DECISION TREE 6 N DK16_368 - DECISION TREE 7 N DK17_368 - RANGE CARD C DK19_368 - LOW END N DK20_368 - HIGH END N DK21_368 - MIDPOINT (CALCULATED) N Q1121A13 - R36. IF LEAVE JOB, LOSE ALL? N X4432 Q1123A13 - R36_1. PERCENT/AMOUNT N X4433A Q1124A13 - R36_1PCT. PERCENT LOSE N X4433 Q1125A13 - R36_1AMT. AMOUNT LOSE N X7699 DK5_369 - DECISION TREE TYPE N DK8_369 - RANGE CARD/RANGE N DK9_369 - RANGE FROM CARD? N DK10_369 - DECISION TREE 1 N DK11_369 - DECISION TREE 2 N DK12_369 - DECISION TREE 3 N DK13_369 - DECISION TREE 4 N DK14_369 - DECISION TREE 5 N DK15_369 - DECISION TREE 6 N DK16_369 - DECISION TREE 7 N DK17_369 - RANGE CARD C DK19_369 - LOW END N DK20_369 - HIGH END N DK21_369 - MIDPOINT (CALCULATED) N Q1127A13 - R37. HOW INVESTED? N X4434 Q1129A13 - R37_1. CONTROL HOW INVESTED? N X7231 Q1130A13 - R38. ANOTHER PLAN? N X4435 Q1131A1 - R39. TOTAL AMT IN OTHER PLANS N X4436 DK5_370 - DECISION TREE TYPE N DK8_370 - RANGE CARD/RANGE N DK9_370 - RANGE FROM CARD? N DK10_370 - DECISION TREE 1 N DK11_370 - DECISION TREE 2 N DK12_370 - DECISION TREE 3 N DK13_370 - DECISION TREE 4 N DK14_370 - DECISION TREE 5 N DK15_370 - DECISION TREE 6 N DK16_370 - DECISION TREE 7 N DK17_370 - RANGE CARD C DK19_370 - LOW END N DK20_370 - HIGH END N DK21_370 - MIDPOINT (CALCULATED) N Q1134A1 - R39_2. OFFER, BUT DON'T PART.? N X7232 Q1135A1 - R40. DOING OTHER WORK FOR PAY? N X4501 Q1136A1A - R40_1.JOB, MILITARY, BUSINESS N X4502A Q1136A1B - R40_1.JOB, MILITARY, BUSINESS N X4503A Q1136A1C - R40_1.JOB, MILITARY, BUSINESS N X4504A Q1136A1D - R40_1.JOB, MILITARY, BUSINESS N X4505A Q1138A1 - R41. HOURS WORK IN NORMAL WEEK N X4507 Q1139A1 - R42. WEEKS WORK IN NORMAL YEAR N X4508 Q1140A1 - R43. AMOUNT EARN BEFORE TAXES N X4509 DK5_371 - DECISION TREE TYPE N DK8_371 - RANGE CARD/RANGE N DK9_371 - RANGE FROM CARD? N DK10_371 - DECISION TREE 1 N DK11_371 - DECISION TREE 2 N DK12_371 - DECISION TREE 3 N DK13_371 - DECISION TREE 4 N DK14_371 - DECISION TREE 5 N DK15_371 - DECISION TREE 6 N DK16_371 - DECISION TREE 7 N DK17_371 - RANGE CARD C DK19_371 - LOW END N DK20_371 - HIGH END N DK21_371 - MIDPOINT (CALCULATED) N Q1142A1 - R43F.FREQ OF REPORTED EARNINGS N X4510 Q1144A1 - R44. FULL-TIME OR PART-TIME? N X4511 Q1145A1 - R45. NUMBER OF YEARS FULL-TIME N X4512 Q1146A1 - R45_1. # EMPLOY 1 YR OR MORE N X4513 Q1147A1 - R45_2. # EMPLOY 3 YRS OR MORE N X4514 Q1148A1 - R45_3. LONGEST JOB: ELSE/SELF? N X4515 Q1152A1 - R45_6. YEAR/AGE/YEARS N X4518A Q1153A1 - R45_6YR. YEAR STARTED WORKING N X4518 Q1154A1 - R45_6AGE. AGE STARTED WORKING N X7233 Q1155A1 - R45_6YRS. YRS AGO STARTED WORK N X7234 Q1156A1 - R45_7. YEAR/AGE/YEARS N X4519A Q1157A1 - R45_7YR. YEAR STOPPED WORKING N X4519 Q1158A1 - R45_7AGE. AGE STOPPED WORKING N X7235 Q1159A1 - R45_7YRS. YRS AGO STOPPED WORK N X7236 Q1160A1 - R45_8. AMT EARNED BEFORE TAXES N X4520 DK5_372 - DECISION TREE TYPE N DK8_372 - RANGE CARD/RANGE N DK9_372 - RANGE FROM CARD? N DK10_372 - DECISION TREE 1 N DK11_372 - DECISION TREE 2 N DK12_372 - DECISION TREE 3 N DK13_372 - DECISION TREE 4 N DK14_372 - DECISION TREE 5 N DK15_372 - DECISION TREE 6 N DK16_372 - DECISION TREE 7 N DK17_372 - RANGE CARD C DK19_372 - LOW END N DK20_372 - HIGH END N DK21_372 - MIDPOINT (CALCULATED) N Q1162A1 - R45_8F. FREQ OF REPORTED EARN N X4521 Q1164A1 - R45_9. ANY YEARS ONLY PT-TIME? N X4522 Q1166A1 - R45_10. NUM OF YEARS, PT-TIME N X4523 Q1169A1 - R45_11. YEAR/AGE/YEARS N X4524A Q1170A1 - R45_11YR. YEAR EXPECT STOP FT N X7237 Q1171A1 - R45_11AG. AGE EXPECT STOP FT N X7728 Q1172A1 - R45_11YS. STOP FT IN # YEARS N X4524 Q1174A1 - R45_12. EXPECT PART-TIME AFTER N X4525 Q1176A1 - R45_13. YEAR/AGE/YEARS N X4526A Q1177A1 - R45_13YR. YEAR STOP ALTOGETHER N X7238 Q1178A1 - R45_13AG. AGE STOP ALTOGETHER N X7700 Q1179A1 - R45_13YS. STOP IN # YEARS N X4526 Q1181A1 - R46. HOW MANY YEARS PART-TIME? N X4527 Q1182A1 - R46_1. EVER WORKED FULL-TIME? N X4528 Q1183A1 - R46_2. # OF YEARS FULL-TIME N X4529 Q1184A1 - R46_2A. FIVE YEARS OR MORE? N X4530A Q1185A1 - R46_3. INTERVIEWER CHECKPOINT N X4530 Q1186A1 - R46_4. YEAR/AGE/YEARS N X4531A Q1187A1 - R46_4YR. LAST YEAR FULL-TIME N X4531 Q1188A1 - R46_4AGE. LAST AGE FULL-TIME N X7239 Q1189A1 - R46_4YRS. STOP FT # YEARS AGO N X7240 Q1190A1 - R46_5. AMT EARNED BEFORE TAXES N X4532 DK5_373 - DECISION TREE TYPE N DK8_373 - RANGE CARD/RANGE N DK9_373 - RANGE FROM CARD? N DK10_373 - DECISION TREE 1 N DK11_373 - DECISION TREE 2 N DK12_373 - DECISION TREE 3 N DK13_373 - DECISION TREE 4 N DK14_373 - DECISION TREE 5 N DK15_373 - DECISION TREE 6 N DK16_373 - DECISION TREE 7 N DK17_373 - RANGE CARD C DK19_373 - LOW END N DK20_373 - HIGH END N DK21_373 - MIDPOINT (CALCULATED) N Q1192A1 - R46_5F. FREQ OF REPORTED EARN N X4533 Q1194A1 - R46_6. # EMPLOY 1 YR OR MORE N X4534 Q1195A1 - R46_7.LONGEST JOB: TYPE EMPLOY N X4535 Q1199A1 - R46_10. YEAR/AGE/YEARS N X4538A Q1200A1 - R46_10YR. YEAR STARTED JOB N X4538 Q1201A1 - R46_10AG. AGE STARTED JOB N X7241 Q1202A1 - R46_10YS.YEARS AGO STARTED JOB N X7242 Q1203A1 - R46_11. YEAR/AGE/YEARS N X4539A Q1204A1 - R46_11YR. YEAR STOPPED JOB N X4539 Q1205A1 - R46_11AG. AGE STOPPED JOB N X7243 Q1206A1 - R46_11YS.YEARS AGO STOPPED JOB N X7244 Q1207A1 - R46_12. AMT EARNED WHEN STOP N X4540 DK5_374 - DECISION TREE TYPE N DK8_374 - RANGE CARD/RANGE N DK9_374 - RANGE FROM CARD? N DK10_374 - DECISION TREE 1 N DK11_374 - DECISION TREE 2 N DK12_374 - DECISION TREE 3 N DK13_374 - DECISION TREE 4 N DK14_374 - DECISION TREE 5 N DK15_374 - DECISION TREE 6 N DK16_374 - DECISION TREE 7 N DK17_374 - RANGE CARD C DK19_374 - LOW END N DK20_374 - HIGH END N DK21_374 - MIDPOINT (CALCULATED) N Q1209A1 - R46_12F. FREQ REPORTED EARNING N X4541 Q1211A1 - R46_13. YEAR/AGE/YEARS N X4542A Q1212A1 - R46_13YR. LAST YEAR FULL-TIME N X4542 Q1213A1 - R46_13AG. AGE LAST FULL-TIME N X7245 Q1214A1 - R46_13YS. YEARS AGO LAST FT N X7246 Q1215A1 - R46_14. EXPECT FT IN FUTURE? N X4543 Q1216A1 - R46_15. YEAR/AGE/YEARS N X4544A Q1217A1 - R46_15YR. YEAR EXPECT TO START N X7247 Q1218A1 - R46_15AG. AGE EXPECT TO START N X7248 Q1219A1 - R46_15YS.EXPECT START IN # YRS N X4544 Q1221A1 - R46_16. YEAR/AGE/YEARS N X4545A Q1222A1 - R46_16YR. YEAR EXPECT STOP FT N X7249 Q1223A1 - R46_16AG. AGE EXPECT STOP FT N X7701 Q1224A1 - R46_16YS. EXPECT STOP IN # YRS N X4545 Q1226A1 - R46_17. YEAR/AGE/YEARS N X4546A Q1227A1 - R46_17YR. YEAR STOP ALTOGETHER N X7250 Q1228A1 - R46_17AG. AGE STOP ALTOGETHER N X7702 Q1229A1 - R46_17YS.STOP ALTOGETHER # YRS N X4546 Q1606A1 - R47_0A. UNEMPLOYED IN PAST 12 MONTHS? N X6782 Q1607A1 - R47_0B. WEEKS UNEMPLOYED N X6783 Q1231A1 - R47. EVER WORKED FULL-TIME? N X4601 Q1232A1 - R47_1. NUMBER YEARS FULL-TIME N X4602 Q1233A1 - R47_1_1. FIVE YEARS OR MORE? N X4603A Q1234A1 - R47_2. INTERVIEWER CHECKPOINT N X4603 Q1235A1 - R47_3. YEAR/AGE/YEARS N X4604A Q1236A1 - R47_3YR. LAST YEAR FULL-TIME N X4604 Q1237A1 - R47_3AGE. LAST AGE FULL-TIME N X7251 Q1238A1 - R47_3YRS. YEARS AGO FULL-TIME N X7252 Q1239A1 - R47_4. AMT EARN BEFORE TAXES N X4605 DK5_375 - DECISION TREE TYPE N DK8_375 - RANGE CARD/RANGE N DK9_375 - RANGE FROM CARD? N DK10_375 - DECISION TREE 1 N DK11_375 - DECISION TREE 2 N DK12_375 - DECISION TREE 3 N DK13_375 - DECISION TREE 4 N DK14_375 - DECISION TREE 5 N DK15_375 - DECISION TREE 6 N DK16_375 - DECISION TREE 7 N DK17_375 - RANGE CARD C DK19_375 - LOW END N DK20_375 - HIGH END N DK21_375 - MIDPOINT (CALCULATED) N Q1241A1 - R47_4F. FREQ REPORTED EARNINGS N X4606 Q1243A1 - R47_5. # OF EMP-1 OR MORE YRS N X4607 Q1244A1 - R47_6. LONGEST JOB: ELSE/SELF? N X4608 Q1248A1 - R47_9. YEAR/AGE/YEARS N X4611A Q1249A1 - R47_9YR. YEAR STARTED THAT JOB N X4611 Q1250A1 - R47_9AGE. AGE STARTED THAT JOB N X7253 Q1251A1 - R47_9YRS. YRS AGO STARTED JOB N X7254 Q1252A1 - R47_10. YEAR/AGE/YEARS N X4612A Q1253A1 - R47_10YR. YEAR STOPPED JOB N X4612 Q1254A1 - R47_10AG. AGE STOPPED JOB N X7255 Q1255A1 - R47_10YS. YRS AGO STOPPED JOB N X7256 Q1256A1 - R47_11. AMT EARNING WHEN LEFT N X4613 DK5_376 - DECISION TREE TYPE N DK8_376 - RANGE CARD/RANGE N DK9_376 - RANGE FROM CARD? N DK10_376 - DECISION TREE 1 N DK11_376 - DECISION TREE 2 N DK12_376 - DECISION TREE 3 N DK13_376 - DECISION TREE 4 N DK14_376 - DECISION TREE 5 N DK15_376 - DECISION TREE 6 N DK16_376 - DECISION TREE 7 N DK17_376 - RANGE CARD C DK19_376 - LOW END N DK20_376 - HIGH END N DK21_376 - MIDPOINT (CALCULATED) N Q1258A1 - R47_11F. FREQUENCY OF EARNINGS N X4614 Q1260A1 - R47_12. ANY YEARS WORKED P-T? N X4615 Q1261A1 - R47_13. HOW MANY YEARS P-T? N X4616 Q1262A1 - R47_14. EXPECT TO WORK FUTURE? N X4617 Q1263A1 - R47_15. YEAR/AGE/YEARS N X4618A Q1264A1 - R47_15YR. YEAR EXPECT TO START N X7257 Q1265A1 - R47_15AG. AGE EXPECT TO START N X7258 Q1266A1 - R47_15YS. START IN # YEARS N X4618 Q1268A1 - R47_16. ANY FULL-TIME WORK N X4619 Q1270A1 - R47_17. YEAR/AGE/YEARS N X4620A Q1271A1 - R47_17YR. YEAR EXPECT START FT N X7259 Q1272A1 - R47_17AG. AGE EXPECT START FT N X7260 Q1273A1 - R47_17YS. # YRS WILL START FT N X4620 Q1275A1 - R47_18. YEAR/AGE/YEARS N X4621A Q1276A1 - R47_18YR. YEAR EXPECT STOP FT N X7261 Q1277A1 - R47_18AG. AGE EXPECT STOP FT N X7703 Q1278A1 - R47_18YS. # YRS EXPECT STOP FT N X4621 Q1280A1 - R47_19. YEAR/AGE/YEARS N X4622A Q1281A1 - R47_19YR. YEAR STOP ALTOGETHER N X7262 Q1282A1 - R47_19AG. AGE STOP ALTOGETHER N X7704 Q1283A1 - R47_19YS. # YRS STOP ALTOGETHR N X4622 Q977A2 - R0. WHO IS PROVIDING INFO? N X7263 Q979A2B1 - R1. PRESENT JOB STATUS N X6678 Q979A2B2 - R1. PRESENT JOB STATUS N X6679 Q979A2B3 - R1. PRESENT JOB STATUS N X6680 Q979A2B4 - R1. PRESENT JOB STATUS N X6681 Q979A2B5 - R1. PRESENT JOB STATUS N X6682 Q979A2B6 - R1. PRESENT JOB STATUS N X6683 Q979A2B7 - R1. PRESENT JOB STATUS N X6684 Q979A2B8 - R1. PRESENT JOB STATUS N X6685 Q979A2B9 - R1. PRESENT JOB STATUS N X6685A Q981A2 - R1_1. EXPECT TO GO BACK TO JOB N X4701 Q982A2 - R1_2. WHEN LAST WORK - MONTH N X4702 Q983A2 - R1_2. WHEN LAST WORK - YEAR N X4703 Q984A2 - R1_3. DOING ANY WORK CURRENTLY? N X7587 Q985A2 - R1_4. DISABLED: YEAR, AGE, AGO N X4704A Q986A2 - R1_4YR. YEAR WHEN DISABLED N X4704 Q987A2 - R1_4AGE. AGE WHEN DISABLED N X7264 Q988A2 - R1_4YRS. YEARS AGO DISABLED N X7265 Q989A2 - R1_5. DOING ANY WORK CURRENTLY? N X4705 Q1604A2 - R1_6. UNEMPLOYED IN PAST 12 MONTHS? N X6784 Q1605A2 - R1_7. WEEKS UNEMPLOYED N X6785 Q990A2 - R2. EMPLOYED BY ELSE OR SELF? N X4706 Q995A2 - R6. HOURS IN NORMAL WEEK N X4710 Q996A2 - R7. WEEKS IN NORMAL YEAR N X4711 Q997A2 - R8. AMOUNT EARNED BEFORE TAXES N X4712 DK5_377 - DECISION TREE TYPE N DK8_377 - RANGE CARD/RANGE N DK9_377 - RANGE FROM CARD? N DK10_377 - DECISION TREE 1 N DK11_377 - DECISION TREE 2 N DK12_377 - DECISION TREE 3 N DK13_377 - DECISION TREE 4 N DK14_377 - DECISION TREE 5 N DK15_377 - DECISION TREE 6 N DK16_377 - DECISION TREE 7 N DK17_377 - RANGE CARD C DK19_377 - LOW END N DK20_377 - HIGH END N DK21_377 - MIDPOINT (CALCULATED) N Q999A2 - R8F. FREQ OF EARNINGS REPORTED N X4713 Q1001A2 - R8_1. EARN IN PAST YEAR N X6658 DK5_378 - DECISION TREE TYPE N DK8_378 - RANGE CARD/RANGE N DK9_378 - RANGE FROM CARD? N DK10_378 - DECISION TREE 1 N DK11_378 - DECISION TREE 2 N DK12_378 - DECISION TREE 3 N DK13_378 - DECISION TREE 4 N DK14_378 - DECISION TREE 5 N DK15_378 - DECISION TREE 6 N DK16_378 - DECISION TREE 7 N DK17_378 - RANGE CARD C DK19_378 - LOW END N DK20_378 - HIGH END N DK21_378 - MIDPOINT (CALCULATED) N Q1612A2 - R8_2. FINANCIAL OPTIONS TO PURCHASE S N X6798 Q1003A2 - R9. HOW MANY EMPLOYEES N X4714 Q1004A2 - R10. YEARS/AGE/YEAR N X4715A Q1005A2 - R10YRS. YEARS WORKED FOR EMP N X4715 Q1006A2 - R10AGE. SINCE WHAT AGE? N X7266 Q1007A2 - R10YR. SINCE WHAT YEAR? N X7706 Q1008A2 - R11. YEARS/AGE/YEAR N X4716A Q1009A2 - R11YRS. # YEARS EXPECT TO WORK N X4716 Q1010A2 - R11AGE. UNTIL WHAT AGE? N X7707 Q1584A2 - R11YR. UNTIL WHAT YEAR? N X7267 Q1011A2 - R12. JOB COVERED BY UNION CONT N X4717 Q1012A2 - R13. INSURANCE IF DISABLED? N X7708 Q1015A2 - R14_2. HOURS IN NORMAL WEEK-SE N X4723 Q1016A2 - R14_3. WEEKS IN NORMAL YEAR-SE N X4724 Q1017A2 - R14_4. YEARS/AGE/YEAR N X4721A Q1018A2 - R14_4YRS. YRS IN THIS BUSINESS N X4721 Q1019A2 - R14_4AGE. SINCE WHAT AGE? N X7268 Q1020A2 - R14_4YR. SINCE WHAT YEAR? N X7709 Q1021A2 - R14_5. YEARS/AGE/YEAR N X4722A Q1022A2 - R14_5YRS.YRS EXPCT TO CONTINUE N X4722 Q1023A2 - R14_5AGE. UNTIL WHAT AGE? N X7710 Q1024A2 - R14_5YR. UNTIL WHAT YEAR? N X7269 Q1025A2 - R14_6. PAID REGULAR SALARY-SE? N X4725 Q1026A2 - R14_7. AMT EARNED BEFORE TAXES N X4729 DK5_379 - DECISION TREE TYPE N DK8_379 - RANGE CARD/RANGE N DK9_379 - RANGE FROM CARD? N DK10_379 - DECISION TREE 1 N DK11_379 - DECISION TREE 2 N DK12_379 - DECISION TREE 3 N DK13_379 - DECISION TREE 4 N DK14_379 - DECISION TREE 5 N DK15_379 - DECISION TREE 6 N DK16_379 - DECISION TREE 7 N DK17_379 - RANGE CARD C DK19_379 - LOW END N DK20_379 - HIGH END N DK21_379 - MIDPOINT (CALCULATED) N Q1028A2 - R14_7F. FREQ OF REPORT EARN-SE N X4730 Q1030A2 - R14_8. PAID PORTION OF NET-SE? N X4727 Q1031A2 - R14_9. NONSALARY EARNINGS-SE N X4731 DK5_380 - DECISION TREE TYPE N DK8_380 - RANGE CARD/RANGE N DK9_380 - RANGE FROM CARD? N DK10_380 - DECISION TREE 1 N DK11_380 - DECISION TREE 2 N DK12_380 - DECISION TREE 3 N DK13_380 - DECISION TREE 4 N DK14_380 - DECISION TREE 5 N DK15_380 - DECISION TREE 6 N DK16_380 - DECISION TREE 7 N DK17_380 - RANGE CARD C DK19_380 - LOW END N DK20_380 - HIGH END N DK21_380 - MIDPOINT (CALCULATED) N Q1033A2 - R14_9. FREQ OF NONSALARY EARN N X4732 Q1035A2 - R14_10. NUMBER OF EMPLOYEES N X7270 Q1036A2 - R14_11. JOB COVERED BY UNION? N X4733 Q1037A2 - R14_12. INSURANCE IF DISABLED? N X7711 Q1038A2 - R14_13. ANY PENSIONS THRU JOB? N X4734 Q1039A2 - R15. ANY PENSIONS THRU JOB? N X4735 Q1040A2 - R16. EMPLOYER OFFER PLANS? N X4736 Q1041A2 - R16_1. ELIGIBLE FOR PLANS? N X4737 Q1042A2A - R16_2. WHAT KINDS OF PLANS? N X6713A Q1042A2B - R16_2. WHAT KINDS OF PLANS? N X6714A Q1042A2C - R16_2. WHAT KINDS OF PLANS? N X6715A Q1042A2D - R16_2. WHAT KINDS OF PLANS? N X6716A Q1042A2E - R16_2. WHAT KINDS OF PLANS? N X6717A Q1044A2 - R16_3. WILL YOU BE ELIGIBLE? N X4738 Q1046A2 - R17. NUMBER OF PLANS N X4739 Q1047A2 - R17_1.CURRENTLY RECEIVING PMTS N X4740 Q1048A2 - R17_2.ANY NOT YET RECEIVE PMTS N X4741 Q1049A2 - R17_3. NUMBER OF PLANS N X6699 Q1051A21 - R19. PENSION OR TAX-DERER SAV N X4802 Q1053A21 - R20. FORMULA OR ACCOUNT PLAN N X4803 Q1054A21 - R21. AMOUNT ACCUMULATED N X4804 DK5_381 - DECISION TREE TYPE N DK8_381 - RANGE CARD/RANGE N DK9_381 - RANGE FROM CARD? N DK10_381 - DECISION TREE 1 N DK11_381 - DECISION TREE 2 N DK12_381 - DECISION TREE 3 N DK13_381 - DECISION TREE 4 N DK14_381 - DECISION TREE 5 N DK15_381 - DECISION TREE 6 N DK16_381 - DECISION TREE 7 N DK17_381 - RANGE CARD C DK19_381 - LOW END N DK20_381 - HIGH END N DK21_381 - MIDPOINT (CALCULATED) N Q1056A21 - R21_05.CAN BORROW AGNST ACCT? N X7272 Q1057A21 - R21_1. YEARS/AGE/YEAR N X7712A Q1058A21 - R21_1YRS. # OF YEARS IN PLAN N X7712 Q1059A21 - R21_1AGE. SINCE WHAT AGE? N X7273 Q1060A21 - R21_1YR. SINCE WHAT YEAR? N X7274 Q1061A21 - R22. MAKE CONTRIBUTIONS NOW? N X4805 Q1062A21 - R23. PERCENT/AMOUNT/VARIABLE N X4806A Q1063A21 - R23_1PCT. PERCENT PAID N X4806 Q1064A21 - R23_1AMT. AMT/VARIABLE PAID N X4807 DK5_382 - DECISION TREE TYPE N DK8_382 - RANGE CARD/RANGE N DK9_382 - RANGE FROM CARD? N DK10_382 - DECISION TREE 1 N DK11_382 - DECISION TREE 2 N DK12_382 - DECISION TREE 3 N DK13_382 - DECISION TREE 4 N DK14_382 - DECISION TREE 5 N DK15_382 - DECISION TREE 6 N DK16_382 - DECISION TREE 7 N DK17_382 - RANGE CARD C DK19_382 - LOW END N DK20_382 - HIGH END N DK21_382 - MIDPOINT (CALCULATED) N Q1066A21 - R23_1F. FREQ OF CONTRIBUTIONS N X4808 Q1068A21 - R24. AGE/YEARS/YEAR N X4809A Q1069A21 - R24AGE. AGE EXPECT TO RECEIVE N X4809 Q1070A21 - R24YEARS. IN NUMBER OF YEARS N X7713 Q1071A21 - R24YEAR. IN YEAR N X7275 Q1072A21 - R25. AMT/PERCENT OF FINAL PAY N X6664 Q1073A21 - R25AMT. AMOUNT OF BENEFITS N X4810 DK5_383 - DECISION TREE TYPE N DK8_383 - RANGE CARD/RANGE N DK9_383 - RANGE FROM CARD? N DK10_383 - DECISION TREE 1 N DK11_383 - DECISION TREE 2 N DK12_383 - DECISION TREE 3 N DK13_383 - DECISION TREE 4 N DK14_383 - DECISION TREE 5 N DK15_383 - DECISION TREE 6 N DK16_383 - DECISION TREE 7 N DK17_383 - RANGE CARD C DK19_383 - LOW END N DK20_383 - HIGH END N DK21_383 - MIDPOINT (CALCULATED) N Q1075A21 - R25PCT. PERCENT OF FINAL PAY N X4812 Q1076A21 - R25F. FREQUENCY OF BENEFITS N X4811 Q1078A21 - R26. LEAVE JOB, WHAT HAPPENS? N X4813 Q1080A21 - R26_1. AMOUNT OF BENEFIT N X4814 DK5_384 - DECISION TREE TYPE N DK8_384 - RANGE CARD/RANGE N DK9_384 - RANGE FROM CARD? N DK10_384 - DECISION TREE 1 N DK11_384 - DECISION TREE 2 N DK12_384 - DECISION TREE 3 N DK13_384 - DECISION TREE 4 N DK14_384 - DECISION TREE 5 N DK15_384 - DECISION TREE 6 N DK16_384 - DECISION TREE 7 N DK17_384 - RANGE CARD C DK19_384 - LOW END N DK20_384 - HIGH END N DK21_384 - MIDPOINT (CALCULATED) N Q1082A21 - R26_1F.FREQUENCY OF BENEFIT N X7718 Q1084A21 - R26_2. AMOUNT OF BENEFIT N X4814A DK5_385 - DECISION TREE TYPE N DK8_385 - RANGE CARD/RANGE N DK9_385 - RANGE FROM CARD? N DK10_385 - DECISION TREE 1 N DK11_385 - DECISION TREE 2 N DK12_385 - DECISION TREE 3 N DK13_385 - DECISION TREE 4 N DK14_385 - DECISION TREE 5 N DK15_385 - DECISION TREE 6 N DK16_385 - DECISION TREE 7 N DK17_385 - RANGE CARD C DK19_385 - LOW END N DK20_385 - HIGH END N DK21_385 - MIDPOINT (CALCULATED) N Q1086A21 - R27. ANOTHER PLAN? N X4815 Q1087A21 - R28. WHAT TYPE? (THRIFT,401K) N X4816 Q1089A21 - R29. YEARS/AGE/YEAR N X4817A Q1090A21 - R29YRS. # OF YEARS IN PLAN N X4817 Q1091A21 - R29AGE. SINCE WHAT AGE? N X7276 Q1092A21 - R29YR. SINCE WHAT YEAR? N X7277 Q1093A21 - R30. EMPLOYER CONTRIBUTE? N X4818 Q1094A21 - R30_1.PERCENT/AMOUNT/VARIABLE N X4819A Q1095A21 - R30_2A. PERCENT PAID N X4819 Q1096A21 - R30_2B. AMOUNT/VARIABLE PAID N X4820 DK5_386 - DECISION TREE TYPE N DK8_386 - RANGE CARD/RANGE N DK9_386 - RANGE FROM CARD? N DK10_386 - DECISION TREE 1 N DK11_386 - DECISION TREE 2 N DK12_386 - DECISION TREE 3 N DK13_386 - DECISION TREE 4 N DK14_386 - DECISION TREE 5 N DK15_386 - DECISION TREE 6 N DK16_386 - DECISION TREE 7 N DK17_386 - RANGE CARD C DK19_386 - LOW END N DK20_386 - HIGH END N DK21_386 - MIDPOINT (CALCULATED) N Q1098A21 - R30_2. FREQ OF EMPLOYER CONT N X4821 Q1100A21 - R31. WITHDRAW FOR EMERGENCY? N X4831 Q1101A21 - R32. BORROW AGAINST ACCOUNT? N X4827 Q1102A21 - R33. HAVE LOAN AGAINST ACCT? N X4828 Q1103A21 - R33_1. LOAN BALANCE N X4829 DK5_387 - DECISION TREE TYPE N DK8_387 - RANGE CARD/RANGE N DK9_387 - RANGE FROM CARD? N DK10_387 - DECISION TREE 1 N DK11_387 - DECISION TREE 2 N DK12_387 - DECISION TREE 3 N DK13_387 - DECISION TREE 4 N DK14_387 - DECISION TREE 5 N DK15_387 - DECISION TREE 6 N DK16_387 - DECISION TREE 7 N DK17_387 - RANGE CARD C DK19_387 - LOW END N DK20_387 - HIGH END N DK21_387 - MIDPOINT (CALCULATED) N Q1610A21 - R33_1_5. PURPOSE FOR BORROWING N X6794 Q1105A21 - R33_2. REPORT LOAN EARLIER? N X4830 Q1106A21 - R33_3. WHICH LOAN? N X7721 Q1108A21 - R33_4. AMOUNT OF PAYMENTS N X7278 DK5_388 - DECISION TREE TYPE N DK8_388 - RANGE CARD/RANGE N DK9_388 - RANGE FROM CARD? N DK10_388 - DECISION TREE 1 N DK11_388 - DECISION TREE 2 N DK12_388 - DECISION TREE 3 N DK13_388 - DECISION TREE 4 N DK14_388 - DECISION TREE 5 N DK15_388 - DECISION TREE 6 N DK16_388 - DECISION TREE 7 N DK17_388 - RANGE CARD C DK19_388 - LOW END N DK20_388 - HIGH END N DK21_388 - MIDPOINT (CALCULATED) N Q1110A21 - R33_4F. FREQUENCY OF PAYMENTS N X7279 Q1112A21 - R34. CONTRIBUTE TO PLAN NOW? N X4822 Q1113A21 - R34_1.PERCENT/AMOUNT/VARIABLE N X4823A Q1114A21 - R34_2A. PERCENT CONTRIBUTED N X4823 Q1115A21 - R34_2B. AMOUNT CONTRIBUTED N X4824 DK5_389 - DECISION TREE TYPE N DK8_389 - RANGE CARD/RANGE N DK9_389 - RANGE FROM CARD? N DK10_389 - DECISION TREE 1 N DK11_389 - DECISION TREE 2 N DK12_389 - DECISION TREE 3 N DK13_389 - DECISION TREE 4 N DK14_389 - DECISION TREE 5 N DK15_389 - DECISION TREE 6 N DK16_389 - DECISION TREE 7 N DK17_389 - RANGE CARD C DK19_389 - LOW END N DK20_389 - HIGH END N DK21_389 - MIDPOINT (CALCULATED) N Q1117A21 - R34_2C. FREQ OF CONTRIBUTION N X4825 Q1119A21 - R35. AMOUNT IN ACCOUNT N X4826 DK5_390 - DECISION TREE TYPE N DK8_390 - RANGE CARD/RANGE N DK9_390 - RANGE FROM CARD? N DK10_390 - DECISION TREE 1 N DK11_390 - DECISION TREE 2 N DK12_390 - DECISION TREE 3 N DK13_390 - DECISION TREE 4 N DK14_390 - DECISION TREE 5 N DK15_390 - DECISION TREE 6 N DK16_390 - DECISION TREE 7 N DK17_390 - RANGE CARD C DK19_390 - LOW END N DK20_390 - HIGH END N DK21_390 - MIDPOINT (CALCULATED) N Q1121A21 - R36. IF LEAVE JOB, LOSE ALL? N X4832 Q1123A21 - R36_1. PERCENT/AMOUNT N X4833A Q1124A21 - R36_1PCT. PERCENT LOSE N X4833 Q1125A21 - R36_1AMT. AMOUNT LOSE N X7724 DK5_391 - DECISION TREE TYPE N DK8_391 - RANGE CARD/RANGE N DK9_391 - RANGE FROM CARD? N DK10_391 - DECISION TREE 1 N DK11_391 - DECISION TREE 2 N DK12_391 - DECISION TREE 3 N DK13_391 - DECISION TREE 4 N DK14_391 - DECISION TREE 5 N DK15_391 - DECISION TREE 6 N DK16_391 - DECISION TREE 7 N DK17_391 - RANGE CARD C DK19_391 - LOW END N DK20_391 - HIGH END N DK21_391 - MIDPOINT (CALCULATED) N Q1127A21 - R37. HOW INVESTED? N X4834 Q1129A21 - R37_1. CONTROL HOW INVESTED? N X7280 Q1130A21 - R38. ANOTHER PLAN? N X4835 Q1051A22 - R19. PENSION OR TAX-DEFER SAV N X4902 Q1053A22 - R20. FORMULA OR ACCOUNT PLAN N X4903 Q1054A22 - R21. AMOUNT ACCUMULATED N X4904 DK5_392 - DECISION TREE TYPE N DK8_392 - RANGE CARD/RANGE N DK9_392 - RANGE FROM CARD? N DK10_392 - DECISION TREE 1 N DK11_392 - DECISION TREE 2 N DK12_392 - DECISION TREE 3 N DK13_392 - DECISION TREE 4 N DK14_392 - DECISION TREE 5 N DK15_392 - DECISION TREE 6 N DK16_392 - DECISION TREE 7 N DK17_392 - RANGE CARD C DK19_392 - LOW END N DK20_392 - HIGH END N DK21_392 - MIDPOINT (CALCULATED) N Q1056A22 - R21_05.CAN BORROW AGNST ACCT? N X7281 Q1057A22 - R21_1. YEARS/AGE/YEAR N X7714A Q1058A22 - R21_1YRS. # OF YEARS IN PLAN N X7714 Q1059A22 - R21_1AGE. SINCE WHAT AGE? N X7282 Q1060A22 - R21_1YR. SINCE WHAT YEAR? N X7283 Q1061A22 - R22. MAKE CONTRIBUTIONS NOW? N X4905 Q1062A22 - R23. PERCENT/AMOUNT/VARIABLE N X4906A Q1063A22 - R23_1PCT. PERCENT PAID N X4906 Q1064A22 - R23_1AMT. AMT/VARIABLE PAID N X4907 DK5_393 - DECISION TREE TYPE N DK8_393 - RANGE CARD/RANGE N DK9_393 - RANGE FROM CARD? N DK10_393 - DECISION TREE 1 N DK11_393 - DECISION TREE 2 N DK12_393 - DECISION TREE 3 N DK13_393 - DECISION TREE 4 N DK14_393 - DECISION TREE 5 N DK15_393 - DECISION TREE 6 N DK16_393 - DECISION TREE 7 N DK17_393 - RANGE CARD C DK19_393 - LOW END N DK20_393 - HIGH END N DK21_393 - MIDPOINT (CALCULATED) N Q1066A22 - R23_1F. FREQ OF CONTRIBUTIONS N X4908 Q1068A22 - R24. AGE/YEARS/YEAR N X4909A Q1069A22 - R24AGE. AGE EXPECT TO RECEIVE N X4909 Q1070A22 - R24YEARS. IN NUMBER OF YEARS N X7715 Q1071A22 - R24YEAR. IN YEAR N X7284 Q1072A22 - R25. AMT/PERCENT OF FINAL PAY N X6665 Q1073A22 - R25AMT. AMOUNT OF BENEFITS N X4910 DK5_394 - DECISION TREE TYPE N DK8_394 - RANGE CARD/RANGE N DK9_394 - RANGE FROM CARD? N DK10_394 - DECISION TREE 1 N DK11_394 - DECISION TREE 2 N DK12_394 - DECISION TREE 3 N DK13_394 - DECISION TREE 4 N DK14_394 - DECISION TREE 5 N DK15_394 - DECISION TREE 6 N DK16_394 - DECISION TREE 7 N DK17_394 - RANGE CARD C DK19_394 - LOW END N DK20_394 - HIGH END N DK21_394 - MIDPOINT (CALCULATED) N Q1075A22 - R25PCT. PERCENT OF FINAL PAY N X4912 Q1076A22 - R25F. FREQUENCY OF BENEFITS N X4911 Q1078A22 - R26. LEAVE JOB, WHAT HAPPENS? N X4913 Q1080A22 - R26_1. AMOUNT OF BENEFIT N X4914 DK5_395 - DECISION TREE TYPE N DK8_395 - RANGE CARD/RANGE N DK9_395 - RANGE FROM CARD? N DK10_395 - DECISION TREE 1 N DK11_395 - DECISION TREE 2 N DK12_395 - DECISION TREE 3 N DK13_395 - DECISION TREE 4 N DK14_395 - DECISION TREE 5 N DK15_395 - DECISION TREE 6 N DK16_395 - DECISION TREE 7 N DK17_395 - RANGE CARD C DK19_395 - LOW END N DK20_395 - HIGH END N DK21_395 - MIDPOINT (CALCULATED) N Q1082A22 - R26_1F.FREQUENCY OF BENEFIT N X7719 Q1084A22 - R26_2. AMOUNT OF BENEFIT N X4914A DK5_396 - DECISION TREE TYPE N DK8_396 - RANGE CARD/RANGE N DK9_396 - RANGE FROM CARD? N DK10_396 - DECISION TREE 1 N DK11_396 - DECISION TREE 2 N DK12_396 - DECISION TREE 3 N DK13_396 - DECISION TREE 4 N DK14_396 - DECISION TREE 5 N DK15_396 - DECISION TREE 6 N DK16_396 - DECISION TREE 7 N DK17_396 - RANGE CARD C DK19_396 - LOW END N DK20_396 - HIGH END N DK21_396 - MIDPOINT (CALCULATED) N Q1086A22 - R27. ANOTHER PLAN? N X4915 Q1087A22 - R28. WHAT TYPE? (THRIFT,401K) N X4916 Q1089A22 - R29. YEARS/AGE/YEAR N X4917A Q1090A22 - R29YRS. # OF YEARS IN PLAN N X4917 Q1091A22 - R29AGE. SINCE WHAT AGE? N X7285 Q1092A22 - R29YR. SINCE WHAT YEAR? N X7286 Q1093A22 - R30. EMPLOYER CONTRIBUTE? N X4918 Q1094A22 - R30_1.PERCENT/AMOUNT/VARIABLE N X4919A Q1095A22 - R30_2A. PERCENT PAID N X4919 Q1096A22 - R30_2B. AMOUNT/VARIABLE PAID N X4920 DK5_397 - DECISION TREE TYPE N DK8_397 - RANGE CARD/RANGE N DK9_397 - RANGE FROM CARD? N DK10_397 - DECISION TREE 1 N DK11_397 - DECISION TREE 2 N DK12_397 - DECISION TREE 3 N DK13_397 - DECISION TREE 4 N DK14_397 - DECISION TREE 5 N DK15_397 - DECISION TREE 6 N DK16_397 - DECISION TREE 7 N DK17_397 - RANGE CARD C DK19_397 - LOW END N DK20_397 - HIGH END N DK21_397 - MIDPOINT (CALCULATED) N Q1098A22 - R30_2. FREQ OF EMPLOYER CONT N X4921 Q1100A22 - R31. WITHDRAW FOR EMERGENCY? N X4931 Q1101A22 - R32. BORROW AGAINST ACCOUNT? N X4927 Q1102A22 - R33. HAVE LOAN AGAINST ACCT? N X4928 Q1103A22 - R33_1. LOAN BALANCE N X4929 DK5_398 - DECISION TREE TYPE N DK8_398 - RANGE CARD/RANGE N DK9_398 - RANGE FROM CARD? N DK10_398 - DECISION TREE 1 N DK11_398 - DECISION TREE 2 N DK12_398 - DECISION TREE 3 N DK13_398 - DECISION TREE 4 N DK14_398 - DECISION TREE 5 N DK15_398 - DECISION TREE 6 N DK16_398 - DECISION TREE 7 N DK17_398 - RANGE CARD C DK19_398 - LOW END N DK20_398 - HIGH END N DK21_398 - MIDPOINT (CALCULATED) N Q1610A22 - PURPOSE FOR BORROWING N X6795 Q1105A22 - R33_2. REPORT LOAN EARLIER? N X4930 Q1106A22 - R33_3. WHICH LOAN? N X7722 Q1108A22 - R33_4. AMOUNT OF PAYMENTS N X7287 DK5_399 - DECISION TREE TYPE N DK8_399 - RANGE CARD/RANGE N DK9_399 - RANGE FROM CARD? N DK10_399 - DECISION TREE 1 N DK11_399 - DECISION TREE 2 N DK12_399 - DECISION TREE 3 N DK13_399 - DECISION TREE 4 N DK14_399 - DECISION TREE 5 N DK15_399 - DECISION TREE 6 N DK16_399 - DECISION TREE 7 N DK17_399 - RANGE CARD C DK19_399 - LOW END N DK20_399 - HIGH END N DK21_399 - MIDPOINT (CALCULATED) N Q1110A22 - R33_4F. FREQUENCY OF PAYMENTS N X7288 Q1112A22 - R34. CONTRIBUTE TO PLAN NOW? N X4922 Q1113A22 - R34_1.PERCENT/AMOUNT/VARIABLE N X4923A Q1114A22 - R34_2A. PERCENT CONTRIBUTED N X4923 Q1115A22 - R34_2B. AMOUNT CONTRIBUTED N X4924 DK5_400 - DECISION TREE TYPE N DK8_400 - RANGE CARD/RANGE N DK9_400 - RANGE FROM CARD? N DK10_400 - DECISION TREE 1 N DK11_400 - DECISION TREE 2 N DK12_400 - DECISION TREE 3 N DK13_400 - DECISION TREE 4 N DK14_400 - DECISION TREE 5 N DK15_400 - DECISION TREE 6 N DK16_400 - DECISION TREE 7 N DK17_400 - RANGE CARD C DK19_400 - LOW END N DK20_400 - HIGH END N DK21_400 - MIDPOINT (CALCULATED) N Q1117A22 - R34_2C. FREQ OF CONTRIBUTION N X4925 Q1119A22 - R35. AMOUNT IN ACCOUNT N X4926 DK5_401 - DECISION TREE TYPE N DK8_401 - RANGE CARD/RANGE N DK9_401 - RANGE FROM CARD? N DK10_401 - DECISION TREE 1 N DK11_401 - DECISION TREE 2 N DK12_401 - DECISION TREE 3 N DK13_401 - DECISION TREE 4 N DK14_401 - DECISION TREE 5 N DK15_401 - DECISION TREE 6 N DK16_401 - DECISION TREE 7 N DK17_401 - RANGE CARD C DK19_401 - LOW END N DK20_401 - HIGH END N DK21_401 - MIDPOINT (CALCULATED) N Q1121A22 - R36. IF LEAVE JOB, LOSE ALL? N X4932 Q1123A22 - R36_1. PERCENT/AMOUNT N X4933A Q1124A22 - R36_1PCT. PERCENT LOSE N X4933 Q1125A22 - R36_1AMT. AMOUNT LOSE N X7725 DK5_402 - DECISION TREE TYPE N DK8_402 - RANGE CARD/RANGE N DK9_402 - RANGE FROM CARD? N DK10_402 - DECISION TREE 1 N DK11_402 - DECISION TREE 2 N DK12_402 - DECISION TREE 3 N DK13_402 - DECISION TREE 4 N DK14_402 - DECISION TREE 5 N DK15_402 - DECISION TREE 6 N DK16_402 - DECISION TREE 7 N DK17_402 - RANGE CARD C DK19_402 - LOW END N DK20_402 - HIGH END N DK21_402 - MIDPOINT (CALCULATED) N Q1127A22 - R37. HOW INVESTED? N X4934 Q1129A22 - R37_1. CONTROL HOW INVESTED? N X7289 Q1130A22 - R38. ANOTHER PLAN? N X4935 Q1051A23 - R19. PENSION OR TAX-DEFER SAV N X5002 Q1053A23 - R20. FORMULA OR ACCOUNT PLAN N X5003 Q1054A23 - R21. AMOUNT ACCUMULATED N X5004 DK5_403 - DECISION TREE TYPE N DK8_403 - RANGE CARD/RANGE N DK9_403 - RANGE FROM CARD? N DK10_403 - DECISION TREE 1 N DK11_403 - DECISION TREE 2 N DK12_403 - DECISION TREE 3 N DK13_403 - DECISION TREE 4 N DK14_403 - DECISION TREE 5 N DK15_403 - DECISION TREE 6 N DK16_403 - DECISION TREE 7 N DK17_403 - RANGE CARD C DK19_403 - LOW END N DK20_403 - HIGH END N DK21_403 - MIDPOINT (CALCULATED) N Q1056A23 - R21_05.CAN BORROW AGNST ACCT? N X7290 Q1057A23 - R21_1. YEARS/AGE/YEAR N X7716A Q1058A23 - R21_1YRS. # OF YEARS IN PLAN N X7716 Q1059A23 - R21_1AGE. SINCE WHAT AGE? N X7291 Q1060A23 - R21_1YR. SINCE WHAT YEAR? N X7292 Q1061A23 - R22. MAKE CONTRIBUTIONS NOW? N X5005 Q1062A23 - R23. PERCENT/AMOUNT/VARIABLE N X5006A Q1063A23 - R23_1PCT. PERCENT PAID N X5006 Q1064A23 - R23_1AMT. AMT/VARIABLE PAID N X5007 DK5_404 - DECISION TREE TYPE N DK8_404 - RANGE CARD/RANGE N DK9_404 - RANGE FROM CARD? N DK10_404 - DECISION TREE 1 N DK11_404 - DECISION TREE 2 N DK12_404 - DECISION TREE 3 N DK13_404 - DECISION TREE 4 N DK14_404 - DECISION TREE 5 N DK15_404 - DECISION TREE 6 N DK16_404 - DECISION TREE 7 N DK17_404 - RANGE CARD C DK19_404 - LOW END N DK20_404 - HIGH END N DK21_404 - MIDPOINT (CALCULATED) N Q1066A23 - R23_1F. FREQ OF CONTRIBUTIONS N X5008 Q1068A23 - R24. AGE/YEARS/YEAR N X5009A Q1069A23 - R24AGE. AGE EXPECT TO RECEIVE N X5009 Q1070A23 - R24YEARS. IN NUMBER OF YEARS N X7717 Q1071A23 - R24YEAR. IN YEAR N X7293 Q1072A23 - R25. AMT/PERCENT OF FINAL PAY N X6666 Q1073A23 - R25AMT. AMOUNT OF BENEFITS N X5010 DK5_405 - DECISION TREE TYPE N DK8_405 - RANGE CARD/RANGE N DK9_405 - RANGE FROM CARD? N DK10_405 - DECISION TREE 1 N DK11_405 - DECISION TREE 2 N DK12_405 - DECISION TREE 3 N DK13_405 - DECISION TREE 4 N DK14_405 - DECISION TREE 5 N DK15_405 - DECISION TREE 6 N DK16_405 - DECISION TREE 7 N DK17_405 - RANGE CARD C DK19_405 - LOW END N DK20_405 - HIGH END N DK21_405 - MIDPOINT (CALCULATED) N Q1075A23 - R25PCT. PERCENT OF FINAL PAY N X5012 Q1076A23 - R25F. FREQ OF BENEFITS N X5011 Q1078A23 - R26. LEAVE JOB, WHAT HAPPENS? N X5013 Q1080A23 - R26_1. AMOUNT OF BENEFIT N X5014 DK5_406 - DECISION TREE TYPE N DK8_406 - RANGE CARD/RANGE N DK9_406 - RANGE FROM CARD? N DK10_406 - DECISION TREE 1 N DK11_406 - DECISION TREE 2 N DK12_406 - DECISION TREE 3 N DK13_406 - DECISION TREE 4 N DK14_406 - DECISION TREE 5 N DK15_406 - DECISION TREE 6 N DK16_406 - DECISION TREE 7 N DK17_406 - RANGE CARD C DK19_406 - LOW END N DK20_406 - HIGH END N DK21_406 - MIDPOINT (CALCULATED) N Q1082A23 - R26_1F. FREQUENCY OF BENEFIT N X7720 Q1084A23 - R26_2. AMOUNT OF BENEFIT N X5014A DK5_407 - DECISION TREE TYPE N DK8_407 - RANGE CARD/RANGE N DK9_407 - RANGE FROM CARD? N DK10_407 - DECISION TREE 1 N DK11_407 - DECISION TREE 2 N DK12_407 - DECISION TREE 3 N DK13_407 - DECISION TREE 4 N DK14_407 - DECISION TREE 5 N DK15_407 - DECISION TREE 6 N DK16_407 - DECISION TREE 7 N DK17_407 - RANGE CARD C DK19_407 - LOW END N DK20_407 - HIGH END N DK21_407 - MIDPOINT (CALCULATED) N Q1086A23 - R27. ANOTHER PLAN? N X5015 Q1087A23 - R28. WHAT TYPE? (THRIFT,401K) N X5016 Q1089A23 - R29. YEARS/AGE/YEAR N X5017A Q1090A23 - R29YRS. # OF YEARS IN PLAN N X5017 Q1091A23 - R29AGE. SINCE WHAT AGE? N X7294 Q1092A23 - R29YR. SINCE WHAT YEAR? N X7295 Q1093A23 - R30. EMPLOYER CONTRIBUTE? N X5018 Q1094A23 - R30_1.PERCENT/AMOUNT/VARIABLE N X5019A Q1095A23 - R30_2A. PERCENT PAID N X5019 Q1096A23 - R30_2B. AMOUNT/VARIABLE PAID N X5020 DK5_408 - DECISION TREE TYPE N DK8_408 - RANGE CARD/RANGE N DK9_408 - RANGE FROM CARD? N DK10_408 - DECISION TREE 1 N DK11_408 - DECISION TREE 2 N DK12_408 - DECISION TREE 3 N DK13_408 - DECISION TREE 4 N DK14_408 - DECISION TREE 5 N DK15_408 - DECISION TREE 6 N DK16_408 - DECISION TREE 7 N DK17_408 - RANGE CARD C DK19_408 - LOW END N DK20_408 - HIGH END N DK21_408 - MIDPOINT (CALCULATED) N Q1098A23 - R30_2. FREQ OF EMPLOYER CONT N X5021 Q1100A23 - R31. WITHDRAW FOR EMERGENCY? N X5031 Q1101A23 - R32. BORROW AGAINST ACCOUNT? N X5027 Q1102A23 - R33. HAVE LOAN AGAINST ACCT? N X5028 Q1103A23 - R33_1. LOAN BALANCE N X5029 DK5_409 - DECISION TREE TYPE N DK8_409 - RANGE CARD/RANGE N DK9_409 - RANGE FROM CARD? N DK10_409 - DECISION TREE 1 N DK11_409 - DECISION TREE 2 N DK12_409 - DECISION TREE 3 N DK13_409 - DECISION TREE 4 N DK14_409 - DECISION TREE 5 N DK15_409 - DECISION TREE 6 N DK16_409 - DECISION TREE 7 N DK17_409 - RANGE CARD C DK19_409 - LOW END N DK20_409 - HIGH END N DK21_409 - MIDPOINT (CALCULATED) N Q1610A23 - PURPOSE FOR BORROWING N X6796 Q1105A23 - R33_2. REPORT LOAN EARLIER? N X5030 Q1106A23 - R33_3. WHICH LOAN? N X7723 Q1108A23 - R33_4. AMOUNT OF PAYMENTS N X7296 DK5_410 - DECISION TREE TYPE N DK8_410 - RANGE CARD/RANGE N DK9_410 - RANGE FROM CARD? N DK10_410 - DECISION TREE 1 N DK11_410 - DECISION TREE 2 N DK12_410 - DECISION TREE 3 N DK13_410 - DECISION TREE 4 N DK14_410 - DECISION TREE 5 N DK15_410 - DECISION TREE 6 N DK16_410 - DECISION TREE 7 N DK17_410 - RANGE CARD C DK19_410 - LOW END N DK20_410 - HIGH END N DK21_410 - MIDPOINT (CALCULATED) N Q1110A23 - R33_4F. FREQUENCY OF PAYMENTS N X7297 Q1112A23 - R34. CONTRIBUTE TO PLAN NOW? N X5022 Q1113A23 - R34_1.PERCENT/AMOUNT/VARIABLE N X5023A Q1114A23 - R34_2A. PERCENT CONTRIBUTED N X5023 Q1115A23 - R34_2B. AMOUNT CONTRIBUTED N X5024 DK5_411 - DECISION TREE TYPE N DK8_411 - RANGE CARD/RANGE N DK9_411 - RANGE FROM CARD? N DK10_411 - DECISION TREE 1 N DK11_411 - DECISION TREE 2 N DK12_411 - DECISION TREE 3 N DK13_411 - DECISION TREE 4 N DK14_411 - DECISION TREE 5 N DK15_411 - DECISION TREE 6 N DK16_411 - DECISION TREE 7 N DK17_411 - RANGE CARD C DK19_411 - LOW END N DK20_411 - HIGH END N DK21_411 - MIDPOINT (CALCULATED) N Q1117A23 - R34_2C. FREQ OF CONTRIBUTION N X5025 Q1119A23 - R35. AMOUNT IN ACCOUNT N X5026 DK5_412 - DECISION TREE TYPE N DK8_412 - RANGE CARD/RANGE N DK9_412 - RANGE FROM CARD? N DK10_412 - DECISION TREE 1 N DK11_412 - DECISION TREE 2 N DK12_412 - DECISION TREE 3 N DK13_412 - DECISION TREE 4 N DK14_412 - DECISION TREE 5 N DK15_412 - DECISION TREE 6 N DK16_412 - DECISION TREE 7 N DK17_412 - RANGE CARD C DK19_412 - LOW END N DK20_412 - HIGH END N DK21_412 - MIDPOINT (CALCULATED) N Q1121A23 - R36. IF LEAVE JOB, LOSE ALL? N X5032 Q1123A23 - R36_1. PERCENT/AMOUNT N X5033A Q1124A23 - R36_1PCT. PERCENT LOSE N X5033 Q1125A23 - R36_1AMT. AMOUNT LOSE N X7726 DK5_413 - DECISION TREE TYPE N DK8_413 - RANGE CARD/RANGE N DK9_413 - RANGE FROM CARD? N DK10_413 - DECISION TREE 1 N DK11_413 - DECISION TREE 2 N DK12_413 - DECISION TREE 3 N DK13_413 - DECISION TREE 4 N DK14_413 - DECISION TREE 5 N DK15_413 - DECISION TREE 6 N DK16_413 - DECISION TREE 7 N DK17_413 - RANGE CARD C DK19_413 - LOW END N DK20_413 - HIGH END N DK21_413 - MIDPOINT (CALCULATED) N Q1127A23 - R37. HOW INVESTED? N X5034 Q1129A23 - R37_1. CONTROL HOW INVESTED? N X7298 Q1130A23 - R38. ANOTHER PLAN? N X5035 Q1131A2 - R39. TOTAL AMT IN OTHER PLANS N X5036 DK5_414 - DECISION TREE TYPE N DK8_414 - RANGE CARD/RANGE N DK9_414 - RANGE FROM CARD? N DK10_414 - DECISION TREE 1 N DK11_414 - DECISION TREE 2 N DK12_414 - DECISION TREE 3 N DK13_414 - DECISION TREE 4 N DK14_414 - DECISION TREE 5 N DK15_414 - DECISION TREE 6 N DK16_414 - DECISION TREE 7 N DK17_414 - RANGE CARD C DK19_414 - LOW END N DK20_414 - HIGH END N DK21_414 - MIDPOINT (CALCULATED) N Q1134A2 - R39_2. OFFER, BUT DON'T PART.? N X7299 Q1135A2 - R40. DOING OTHER WORK FOR PAY? N X5101 Q1136A2A - R40_1.JOB, MILITARY, BUSINESS N X5102A Q1136A2B - R40_1.JOB, MILITARY, BUSINESS N X5103A Q1136A2C - R40_1.JOB, MILITARY, BUSINESS N X5104A Q1136A2D - R40_1.JOB, MILITARY, BUSINESS N X5105A Q1138A2 - R41. HOURS WORK IN NORMAL WEEK N X5107 Q1139A2 - R42. WEEKS WORK IN NORMAL YEAR N X5108 Q1140A2 - R43. AMOUNT EARN BEFORE TAXES N X5109 DK5_415 - DECISION TREE TYPE N DK8_415 - RANGE CARD/RANGE N DK9_415 - RANGE FROM CARD? N DK10_415 - DECISION TREE 1 N DK11_415 - DECISION TREE 2 N DK12_415 - DECISION TREE 3 N DK13_415 - DECISION TREE 4 N DK14_415 - DECISION TREE 5 N DK15_415 - DECISION TREE 6 N DK16_415 - DECISION TREE 7 N DK17_415 - RANGE CARD C DK19_415 - LOW END N DK20_415 - HIGH END N DK21_415 - MIDPOINT (CALCULATED) N Q1142A2 - R43F.FREQ OF REPORTED EARNINGS N X5110 Q1144A2 - R44. FULL-TIME OR PART-TIME? N X5111 Q1145A2 - R45. NUMBER OF YEARS FULL-TIME N X5112 Q1146A2 - R45_1. # EMPLOY 1 YR OR MORE N X5113 Q1147A2 - R45_2. # EMPLOY 3 YRS OR MORE N X5114 Q1148A2 - R45_3. LONGEST JOB: ELSE/SELF? N X5115 Q1152A2 - R45_6. YEAR/AGE/YEARS N X5118A Q1153A2 - R45_6YR. YEAR STARTED WORKING N X5118 Q1154A2 - R45_6AGE. AGE STARTED WORKING N X7300 Q1155A2 - R45_6YRS. YRS AGO STARTED WORK N X7301 Q1156A2 - R45_7. YEAR/AGE/YEARS N X5119A Q1157A2 - R45_7YR. YEAR STOPPED WORKING N X5119 Q1158A2 - R45_7AGE. AGE STOPPED WORKING N X7302 Q1159A2 - R45_7YRS. YRS AGO STOPPED WORK N X7303 Q1160A2 - R45_8. AMT EARNED BEFORE TAXES N X5120 DK5_416 - DECISION TREE TYPE N DK8_416 - RANGE CARD/RANGE N DK9_416 - RANGE FROM CARD? N DK10_416 - DECISION TREE 1 N DK11_416 - DECISION TREE 2 N DK12_416 - DECISION TREE 3 N DK13_416 - DECISION TREE 4 N DK14_416 - DECISION TREE 5 N DK15_416 - DECISION TREE 6 N DK16_416 - DECISION TREE 7 N DK17_416 - RANGE CARD C DK19_416 - LOW END N DK20_416 - HIGH END N DK21_416 - MIDPOINT (CALCULATED) N Q1162A2 - R45_8F. FREQ OF REPORTED EARN N X5121 Q1164A2 - R45_9. ANY YEARS ONLY PT-TIME? N X5122 Q1166A2 - R45_10. NUM OF YEARS, PT-TIME N X5123 Q1169A2 - R45_11. YEAR/AGE/YEARS N X5124A Q1170A2 - R45_11YR. YEAR EXPECT STOP FT N X7304 Q1171A2 - R45_11AG. AGE EXPECT STOP FT N X7727 Q1172A2 - R45_11YS. STOP FT IN # YEARS N X5124 Q1174A2 - R45_12. EXPECT PART-TIME AFTER N X5125 Q1176A2 - R45_13. YEAR/AGE/YEARS N X5126A Q1177A2 - R45_13YR. YEAR STOP ALTOGETHER N X7305 Q1178A2 - R45_13AG. AGE STOP ALTOGETHER N X7729 Q1179A2 - R45_13YS. STOP IN # YEARS N X5126 Q1181A2 - R46. HOW MANY YEARS PART-TIME N X5127 Q1182A2 - R46_1. EVER WORKED FULL-TIME? N X5128 Q1183A2 - R46_2. # OF YEARS FULL-TIME N X5129 Q1184A2 - R46_2A. FIVE YEARS OR MORE? N X5130A Q1185A2 - R46_3. INTERVIEWER CHECKPOINT N X5130 Q1186A2 - R46_4. YEAR/AGE/YEARS N X5131A Q1187A2 - R46_4YR. LAST YEAR FULL-TIME N X5131 Q1188A2 - R46_4AGE. LAST AGE FULL-TIME N X7306 Q1189A2 - R46_4YRS. STOP FT # YEARS AGO N X7307 Q1190A2 - R46_5. AMT EARN BEFORE TAXES N X5132 DK5_417 - DECISION TREE TYPE N DK8_417 - RANGE CARD/RANGE N DK9_417 - RANGE FROM CARD? N DK10_417 - DECISION TREE 1 N DK11_417 - DECISION TREE 2 N DK12_417 - DECISION TREE 3 N DK13_417 - DECISION TREE 4 N DK14_417 - DECISION TREE 5 N DK15_417 - DECISION TREE 6 N DK16_417 - DECISION TREE 7 N DK17_417 - RANGE CARD C DK19_417 - LOW END N DK20_417 - HIGH END N DK21_417 - MIDPOINT (CALCULATED) N Q1192A2 - R46_5F. FREQ OF REPORTED EARN N X5133 Q1194A2 - R46_6. # EMPLOY 1 YR OR MORE N X5134 Q1195A2 - R46_7.LONGEST JOB: TYPE EMPLOY N X5135 Q1199A2 - R46_10. YEAR/AGE/YEARS N X5138A Q1200A2 - R46_10YR. YEAR STARTED JOB N X5138 Q1201A2 - R46_10AG. AGE STARTED JOB N X7308 Q1202A2 - R46_10YS.YEARS AGO STARTED JOB N X7309 Q1203A2 - R46_11. YEAR/AGE/YEARS N X5139A Q1204A2 - R46_11YR. YEAR STOPPED JOB N X5139 Q1205A2 - R46_11AG. AGE STOPPED JOB N X7310 Q1206A2 - R46_11YS.YEARS AGO STOPPED JOB N X7311 Q1207A2 - R46_12. AMT EARNED WHEN STOP N X5140 DK5_418 - DECISION TREE TYPE N DK8_418 - RANGE CARD/RANGE N DK9_418 - RANGE FROM CARD? N DK10_418 - DECISION TREE 1 N DK11_418 - DECISION TREE 2 N DK12_418 - DECISION TREE 3 N DK13_418 - DECISION TREE 4 N DK14_418 - DECISION TREE 5 N DK15_418 - DECISION TREE 6 N DK16_418 - DECISION TREE 7 N DK17_418 - RANGE CARD C DK19_418 - LOW END N DK20_418 - HIGH END N DK21_418 - MIDPOINT (CALCULATED) N Q1209A2 - R46_12F. FREQ REPORTED EARNING N X5141 Q1211A2 - R46_13. YEAR/AGE/YEARS N X5142A Q1212A2 - R46_13YR. LAST YEAR FULL-TIME N X5142 Q1213A2 - R46_13AG. AGE LAST FULL-TIME N X7312 Q1214A2 - R46_13YS. YEARS AGO LAST FT N X7313 Q1215A2 - R46_14. EXPECT FT IN FUTURE? N X5143 Q1216A2 - R46_15. YEAR/AGE/YEARS N X5144A Q1217A2 - R46_15YR. YEAR EXPECT TO START N X7314 Q1218A2 - R46_15AG. AGE EXPECT TO START N X7315 Q1219A2 - R46_15YS.EXPECT START IN # YRS N X5144 Q1221A2 - R46_16. YEAR/AGE/YEARS N X5145A Q1222A2 - R46_16YR. YEAR EXPECT STOP FT N X7316 Q1223A2 - R46_16AG. AGE EXPECT STOP FT N X7730 Q1224A2 - R46_16YS. EXPECT STOP IN # YRS N X5145 Q1226A2 - R46_17. YEAR/AGE/YEARS N X5146A Q1227A2 - R46_17YR. YEAR STOP ALTOGETHER N X7317 Q1228A2 - R46_17AG. AGE STOP ALTOGETHER N X7731 Q1229A2 - R46_17YS.STOP ALTOGETHER # YRS N X5146 Q1606A2 - R47_0A. UNEMPLOYED IN PAST 12 MONTHS? N X6786 Q1607A2 - R47_0B. WEEKS UNEMPLOYED N X6787 Q1231A2 - R47. EVER WORKED FULL-TIME? N X5201 Q1232A2 - R47_1. NUMBER YEARS FULL-TIME N X5202 Q1233A2 - R47_1_1. FIVE YEARS OR MORE? N X5203A Q1234A2 - R47_2. INTERVIEWER CHECKPOINT N X5203 Q1235A2 - R47_3. YEAR/AGE/YEARS N X5204A Q1236A2 - R47_3YR. LAST YEAR FULL-TIME N X5204 Q1237A2 - R47_3AGE. LAST AGE FULL-TIME N X7318 Q1238A2 - R47_3YRS. YEARS AGO FULL-TIME N X7319 Q1239A2 - R47_4. AMT EARN BEFORE TAXES N X5205 DK5_419 - DECISION TREE TYPE N DK8_419 - RANGE CARD/RANGE N DK9_419 - RANGE FROM CARD? N DK10_419 - DECISION TREE 1 N DK11_419 - DECISION TREE 2 N DK12_419 - DECISION TREE 3 N DK13_419 - DECISION TREE 4 N DK14_419 - DECISION TREE 5 N DK15_419 - DECISION TREE 6 N DK16_419 - DECISION TREE 7 N DK17_419 - RANGE CARD C DK19_419 - LOW END N DK20_419 - HIGH END N DK21_419 - MIDPOINT (CALCULATED) N Q1241A2 - R47_4F. FREQ REPORTED EARNINGS N X5206 Q1243A2 - R47_5. # OF EMP-1 OR MORE YRS N X5207 Q1244A2 - R47_6. LONGEST JOB: ELSE/SELF? N X5208 Q1248A2 - R47_9. YEAR/AGE/YEARS N X5211A Q1249A2 - R47_9YR. YEAR STARTED THAT JOB N X5211 Q1250A2 - R47_9AGE. AGE STARTED THAT JOB N X7320 Q1251A2 - R47_9YRS. YRS AGO STARTED JOB N X7321 Q1252A2 - R47_10. YEAR/AGE/YEARS N X5212A Q1253A2 - R47_10YR. YEAR STOPPED JOB N X5212 Q1254A2 - R47_10AG. AGE STOPPED JOB N X7322 Q1255A2 - R47_10YS. YRS AGO STOPPED JOB N X7323 Q1256A2 - R47_11. AMT EARNING WHEN LEFT N X5213 DK5_420 - DECISION TREE TYPE N DK8_420 - RANGE CARD/RANGE N DK9_420 - RANGE FROM CARD? N DK10_420 - DECISION TREE 1 N DK11_420 - DECISION TREE 2 N DK12_420 - DECISION TREE 3 N DK13_420 - DECISION TREE 4 N DK14_420 - DECISION TREE 5 N DK15_420 - DECISION TREE 6 N DK16_420 - DECISION TREE 7 N DK17_420 - RANGE CARD C DK19_420 - LOW END N DK20_420 - HIGH END N DK21_420 - MIDPOINT (CALCULATED) N Q1258A2 - R47_11F. FREQUENCY OF EARNINGS N X5214 Q1260A2 - R47_12. ANY YEARS WORKED P-T? N X5215 Q1261A2 - R47_13. HOW MANY YEARS P-T? N X5216 Q1262A2 - R47_14. EXPECT TO WORK FUTURE? N X5217 Q1263A2 - R47_15. YEAR/AGE/YEARS N X5218A Q1264A2 - R47_15YR. YEAR EXPECT TO START N X7324 Q1265A2 - R47_15AG. AGE EXPECT TO START N X7325 Q1266A2 - R47_15YS. START IN # YEARS N X5218 Q1268A2 - R47_16. ANY FULL-TIME WORK N X5219 Q1270A2 - R47_17. YEAR/AGE/YEARS N X5220A Q1271A2 - R47_17YR. YEAR EXPECT START FT N X7326 Q1272A2 - R47_17AG. AGE EXPECT START FT N X7327 Q1273A2 - R47_17YS. # YRS WILL START FT N X5220 Q1275A2 - R47_18. YEAR/AGE/YEARS N X5221A Q1276A2 - R47_18YR. YEAR EXPECT STOP FT N X7328 Q1277A2 - R47_18AG. AGE EXPECT STOP FT N X7732 Q1278A2 - R47_18YS. # YRS EXPECT STOP FT N X5221 Q1280A2 - R47_19. YEAR/AGE/YEARS N X5222A Q1281A2 - R47_19YR. YEAR STOP ALTOGETHER N X7329 Q1282A2 - R47_19AG. AGE STOP ALTOGETHER N X7733 Q1283A2 - R47_19YS. # YRS STOP ALTOGETHR N X5222 Q1286 - R96. RECEIVING SOC SEC/CURR PENSION? N X5301 Q1287 - R96_1. RECEIVING SOCIAL SECURITY N X5302 Q1288A1 - R96_2. R RECEIVING BENEFITS? N X5303A Q1288A2 - R96_2. S RECEIVING BENEFITS? N X5308A Q1290A1 - R96_4. PMTS: RET, DIS, SURV? N X5304 Q1291A1 - R96_5. YEARS/AGE/YEAR N X5305A Q1292A1 - R96_5YRS. # YRS RECEIVED N X5305 Q1293A1 - R96_5AGE. RECEIVED SINCE AGE N X7330 Q1294A1 - R96_5YR. RECEIVED SINCE YEAR N X7734 Q1295A1 - R96_6. AMOUNT RECEIVED N X5306 DK5_421 - DECISION TREE TYPE N DK8_421 - RANGE CARD/RANGE N DK9_421 - RANGE FROM CARD? N DK10_421 - DECISION TREE 1 N DK11_421 - DECISION TREE 2 N DK12_421 - DECISION TREE 3 N DK13_421 - DECISION TREE 4 N DK14_421 - DECISION TREE 5 N DK15_421 - DECISION TREE 6 N DK16_421 - DECISION TREE 7 N DK17_421 - RANGE CARD C DK19_421 - LOW END N DK20_421 - HIGH END N DK21_421 - MIDPOINT (CALCULATED) N Q1297A1 - R96_6F. FREQ PMTS RECEIVED N X5307 Q1290A2 - R96_4. PMTS: RET, DIS, SURV? N X5309 Q1291A2 - R96_5. YEARS/AGE/YEAR N X5310A Q1292A2 - R96_5YRS. # OF YEARS RECEIVED N X5310 Q1293A2 - R96_5AGE. RECEIVED SINCE AGE N X7331 Q1294A2 - R96_5YR. RECEIVED SINCE YEAR N X7735 Q1295A2 - R96_6. AMOUNT RECEIVED N X5311 DK5_422 - DECISION TREE TYPE N DK8_422 - RANGE CARD/RANGE N DK9_422 - RANGE FROM CARD? N DK10_422 - DECISION TREE 1 N DK11_422 - DECISION TREE 2 N DK12_422 - DECISION TREE 3 N DK13_422 - DECISION TREE 4 N DK14_422 - DECISION TREE 5 N DK15_422 - DECISION TREE 6 N DK16_422 - DECISION TREE 7 N DK17_422 - RANGE CARD C DK19_422 - LOW END N DK20_422 - HIGH END N DK21_422 - MIDPOINT (CALCULATED) N Q1297A2 - R96_6F. FREQ PMTS RECEIVED N X5312 Q1299 - R97. RECEIVING OTHER RETIREMENT? N X5313 Q1300 - R97_1. # OF OTHER PMTS RECEIVING N X6700 Q1302A1 - R97_2. R OR S RECEIVING PMT? N X5315 Q1303A1 - R97_3. PMT FROM WHERE? (JOB?) N X5316 Q1305A1 - R97_4. YEARS/AGE/YEAR N X5317A Q1306A1 - R97_4YRS. # OF YEARS RECEIVED N X5317 Q1307A1 - R97_4AGE. RECEIVED SINCE AGE N X7332 Q1308A1 - R97_4. RECEIVED SINCE YEAR N X7736 Q1309A1 - R97_5. AMOUNT RECEIVED N X5318 DK5_423 - DECISION TREE TYPE N DK8_423 - RANGE CARD/RANGE N DK9_423 - RANGE FROM CARD? N DK10_423 - DECISION TREE 1 N DK11_423 - DECISION TREE 2 N DK12_423 - DECISION TREE 3 N DK13_423 - DECISION TREE 4 N DK14_423 - DECISION TREE 5 N DK15_423 - DECISION TREE 6 N DK16_423 - DECISION TREE 7 N DK17_423 - RANGE CARD C DK19_423 - LOW END N DK20_423 - HIGH END N DK21_423 - MIDPOINT (CALCULATED) N Q1311A1 - R97_5F. FREQ AMT RECEIVED N X5319 Q1313A1 - R97_6.INCREASE W/COST OF LIVE? N X5320 Q1314A1 - R97_7. CHECKPOINT: R MARRIED? N X5321 Q1315A1 - R97_8.R DIES, S STILL RECEIVE? N X5322A Q1316A1 - R97_8.PERCENTAGE STILL RECEIVE N X5322 Q1318A1 - R97_9. ANOTHER BENEFIT? N X7737 Q1302A2 - R97_2. R OR S RECEIVING PMT? N X5323 Q1303A2 - R97_3. PMT FROM WHERE? (JOB?) N X5324 Q1305A2 - R97_4. YEARS/AGE/YEAR N X5325A Q1306A2 - R97_4YRS. # OF YEARS RECEIVED N X5325 Q1307A2 - R97_4AGE. RECEIVED SINCE AGE N X7333 Q1308A2 - R97_4. RECEIVED SINCE YEAR N X7738 Q1309A2 - R97_5. AMOUNT RECEIVED N X5326 DK5_424 - DECISION TREE TYPE N DK8_424 - RANGE CARD/RANGE N DK9_424 - RANGE FROM CARD? N DK10_424 - DECISION TREE 1 N DK11_424 - DECISION TREE 2 N DK12_424 - DECISION TREE 3 N DK13_424 - DECISION TREE 4 N DK14_424 - DECISION TREE 5 N DK15_424 - DECISION TREE 6 N DK16_424 - DECISION TREE 7 N DK17_424 - RANGE CARD C DK19_424 - LOW END N DK20_424 - HIGH END N DK21_424 - MIDPOINT (CALCULATED) N Q1311A2 - R97_5F. FREQ AMT RECEIVED N X5327 Q1313A2 - R97_6.INCREASE W/COST OF LIVE? N X5328 Q1314A2 - R97_7. CHECKPOINT: R MARRIED? N X5329 Q1315A2 - R97_8.R DIES, S STILL RECEIVE? N X5330A Q1316A2 - R97_8.PERCENTAGE STILL RECEIVE N X5330 Q1318A2 - R97_9. ANOTHER BENEFIT? N X7739 Q1302A3 - R97_2. WHO IS RECEIVING N X5331 Q1303A3 - R97_3. PMT FROM WHERE? (JOB?) N X5332 Q1305A3 - R97_4. YEARS/AGE/YEAR N X5333A Q1306A3 - R97_4YRS. # OF YEARS RECEIVED N X5333 Q1307A3 - R97_4AGE. RECEIVED SINCE AGE N X7334 Q1308A3 - R97_4. RECEIVED SINCE YEAR N X7740 Q1309A3 - R97_5. AMOUNT RECEIVED N X5334 DK5_425 - DECISION TREE TYPE N DK8_425 - RANGE CARD/RANGE N DK9_425 - RANGE FROM CARD? N DK10_425 - DECISION TREE 1 N DK11_425 - DECISION TREE 2 N DK12_425 - DECISION TREE 3 N DK13_425 - DECISION TREE 4 N DK14_425 - DECISION TREE 5 N DK15_425 - DECISION TREE 6 N DK16_425 - DECISION TREE 7 N DK17_425 - RANGE CARD C DK19_425 - LOW END N DK20_425 - HIGH END N DK21_425 - MIDPOINT (CALCULATED) N Q1311A3 - R97_5F. FREQ AMT RECEIVED N X5335 Q1313A3 - R97_6.INCREASE W/COST OF LIVE? N X5336 Q1314A3 - R97_7. CHECKPOINT: R MARRIED? N X5337 Q1315A3 - R97_8.R DIES, S STILL RECEIVE? N X5338A Q1316A3 - R97_8.PERCENTAGE STILL RECEIVE N X5338 Q1318A3 - R97_9. ANOTHER BENEFIT? N X7741 Q1302A4 - R97_2. WHO IS RECEIVING N X5415 Q1303A4 - R97_3. PMT FROM WHERE? (JOB?) N X5416 Q1305A4 - R97_4. YEARS/AGE/YEAR N X5417A Q1306A4 - R97_4YRS. # OF YEARS RECEIVED N X5417 Q1307A4 - R97_4AGE. RECEIVED SINCE AGE N X7335 Q1308A4 - R97_4. RECEIVED SINCE YEAR N X7742 Q1309A4 - R97_5. AMOUNT RECEIVED N X5418 DK5_426 - DECISION TREE TYPE N DK8_426 - RANGE CARD/RANGE N DK9_426 - RANGE FROM CARD? N DK10_426 - DECISION TREE 1 N DK11_426 - DECISION TREE 2 N DK12_426 - DECISION TREE 3 N DK13_426 - DECISION TREE 4 N DK14_426 - DECISION TREE 5 N DK15_426 - DECISION TREE 6 N DK16_426 - DECISION TREE 7 N DK17_426 - RANGE CARD C DK19_426 - LOW END N DK20_426 - HIGH END N DK21_426 - MIDPOINT (CALCULATED) N Q1311A4 - R97_5F. FREQ AMT RECEIVED N X5419 Q1313A4 - R97_6.INCREASE W/COST OF LIVE? N X5420 Q1314A4 - R97_7. CHECKPOINT: R MARRIED? N X5421 Q1315A4 - R97_8.R DIES, S STILL RECEIVE? N X5422A Q1316A4 - R97_8.PERCENTAGE STILL RECEIVE N X5422 Q1318A4 - R97_9. ANOTHER BENEFIT? N X7743 Q1302A5 - R97_2. R OR S RECEIVEING PMT? N X5423 Q1303A5 - R97_3. PMT FROM WHERE? (JOB?) N X5424 Q1305A5 - R97_4. YEARS/AGE/YEAR N X5425A Q1306A5 - R97_4YRS. # OF YEARS RECEIVED N X5425 Q1307A5 - R97_4AGE. RECEIVED SINCE AGE N X7336 Q1308A5 - R97_4. RECEIVED SINCE YEAR N X7744 Q1309A5 - R97_5. AMOUNT RECEIVED N X5426 DK5_427 - DECISION TREE TYPE N DK8_427 - RANGE CARD/RANGE N DK9_427 - RANGE FROM CARD? N DK10_427 - DECISION TREE 1 N DK11_427 - DECISION TREE 2 N DK12_427 - DECISION TREE 3 N DK13_427 - DECISION TREE 4 N DK14_427 - DECISION TREE 5 N DK15_427 - DECISION TREE 6 N DK16_427 - DECISION TREE 7 N DK17_427 - RANGE CARD C DK19_427 - LOW END N DK20_427 - HIGH END N DK21_427 - MIDPOINT (CALCULATED) N Q1311A5 - R97_5F. FREQ PMTS RECEIVED N X5427 Q1313A5 - R97_6.INCREASE W/COST OF LIVE? N X5428 Q1314A5 - R97_7. CHECKPOINT: R MARRIED? N X5429 Q1315A5 - R97_8.R DIES, S STILL RECEIVE? N X5430A Q1316A5 - R97_8.PERCENTAGE STILL RECEIVE N X5430 Q1318A5 - R97_9. ANOTHER BENEFIT? N X7745 Q1302A6 - R97_2. R OR S RECEIVING PMTS? N X5431 Q1303A6 - R97_3. PMT FROM WHERE? (JOB?) N X5432 Q1305A6 - R97_4. YEARS/AGE/YEAR N X5433A Q1306A6 - R97_4YRS. # OF YEARS RECEIVED N X5433 Q1307A6 - R97_4AGE. RECEIVED SINCE AGE N X7337 Q1308A6 - R97_4. RECEIVED SINCE YEAR N X7746 Q1309A6 - R97_5. AMOUNT RECEIVED N X5434 DK5_428 - DECISION TREE TYPE N DK8_428 - RANGE CARD/RANGE N DK9_428 - RANGE FROM CARD? N DK10_428 - DECISION TREE 1 N DK11_428 - DECISION TREE 2 N DK12_428 - DECISION TREE 3 N DK13_428 - DECISION TREE 4 N DK14_428 - DECISION TREE 5 N DK15_428 - DECISION TREE 6 N DK16_428 - DECISION TREE 7 N DK17_428 - RANGE CARD C DK19_428 - LOW END N DK20_428 - HIGH END N DK21_428 - MIDPOINT (CALCULATED) N Q1311A6 - R97_5F. FREQ AMT RECEIVED N X5435 Q1313A6 - R97_6.INCREASE W/COST OF LIVE? N X5436 Q1314A6 - R97_7. CHECKPOINT: R MARRIED? N X5437 Q1315A6 - R97_8.R DIES, S STILL RECEIVE? N X5438A Q1316A6 - R97_8.PERCENTAGE STILL RECEIVE N X5438 Q1318A6 - R97_9. ANOTHER BENEFIT? N X5438B Q1617 - R97_95. REMAINING PENSION BENEFITS N X6804 DK5_429 - DECISION TREE TYPE N DK8_429 - RANGE CARD/RANGE N DK9_429 - RANGE FROM CARD? N DK10_429 - DECISION TREE 1 N DK11_429 - DECISION TREE 2 N DK12_429 - DECISION TREE 3 N DK13_429 - DECISION TREE 4 N DK14_429 - DECISION TREE 5 N DK15_429 - DECISION TREE 6 N DK16_429 - DECISION TREE 7 N DK17_429 - RANGE CARD C DK19_429 - LOW END N DK20_429 - HIGH END N DK21_429 - MIDPOINT (CALCULATED) N Q1619 - R97_96. FREQUENCY OF PAYMENTS - MOPUP N X6805 Q1319 - R98. RECEIVED CASH SETTLEMENT? N X5501 Q1320 - R98_1.NUMBER OF CASH SETTLEMENTS N X6701 Q1322A1 - R98_2. R OR S RECEIVE STLMNT? N X5503 Q1323A1 - R98_3. AMT OF CASH SETTLEMENT N X5504 DK5_430 - DECISION TREE TYPE N DK8_430 - RANGE CARD/RANGE N DK9_430 - RANGE FROM CARD? N DK10_430 - DECISION TREE 1 N DK11_430 - DECISION TREE 2 N DK12_430 - DECISION TREE 3 N DK13_430 - DECISION TREE 4 N DK14_430 - DECISION TREE 5 N DK15_430 - DECISION TREE 6 N DK16_430 - DECISION TREE 7 N DK17_430 - RANGE CARD C DK19_430 - LOW END N DK20_430 - HIGH END N DK21_430 - MIDPOINT (CALCULATED) N Q1325A1 - R98_4. YEAR/AGE/YEARS AGO N X5505A Q1326A1 - R98_4YR. YEAR WHEN RECEIVED N X5505 Q1327A1 - R98_4AGE. AGE WHEN RECEIVED N X7338 Q1328A1 - R98_4YRS. # YEARS AGO RECEIVED N X7339 Q1329A1 - R98_5. ANOTHER CASH SETTLEMENT N X7747 Q1322A2 - R98_2. R OR S RECEIVE STLMNT? N X5506 Q1323A2 - R98_3. AMT OF CASH SETTLEMENT N X5507 DK5_431 - DECISION TREE TYPE N DK8_431 - RANGE CARD/RANGE N DK9_431 - RANGE FROM CARD? N DK10_431 - DECISION TREE 1 N DK11_431 - DECISION TREE 2 N DK12_431 - DECISION TREE 3 N DK13_431 - DECISION TREE 4 N DK14_431 - DECISION TREE 5 N DK15_431 - DECISION TREE 6 N DK16_431 - DECISION TREE 7 N DK17_431 - RANGE CARD C DK19_431 - LOW END N DK20_431 - HIGH END N DK21_431 - MIDPOINT (CALCULATED) N Q1325A2 - R98_4. YEAR/AGE/YEARS AGO N X5508A Q1326A2 - R98_4YR. YEAR WHEN RECEIVED N X5508 Q1327A2 - R98_4AGE. AGE WHEN RECEIVED N X7340 Q1328A2 - R98_4YRS. # YEARS AGO RECEIVED N X7341 Q1329A2 - R98_5. ANOTHER CASH SETTLEMENT N X7748 Q1322A3 - R98_2. R OR S RECEIVE STLMNT? N X5509 Q1323A3 - R98_3. AMT OF CASH SETTLEMENT N X5510 DK5_432 - DECISION TREE TYPE N DK8_432 - RANGE CARD/RANGE N DK9_432 - RANGE FROM CARD? N DK10_432 - DECISION TREE 1 N DK11_432 - DECISION TREE 2 N DK12_432 - DECISION TREE 3 N DK13_432 - DECISION TREE 4 N DK14_432 - DECISION TREE 5 N DK15_432 - DECISION TREE 6 N DK16_432 - DECISION TREE 7 N DK17_432 - RANGE CARD C DK19_432 - LOW END N DK20_432 - HIGH END N DK21_432 - MIDPOINT (CALCULATED) N Q1325A3 - R98_4. YEAR/AGE/YEARS AGO N X5511A Q1326A3 - R98_4YR. YEAR WHEN RECEIVED N X5511 Q1327A3 - R98_4AGE. AGE WHEN RECEIVED N X7342 Q1328A3 - R98_4YRS. RECEIVED # YEARS AGO N X7343 Q1329A3 - R98_5. ANOTHER CASH SETTLEMENT N X7749 Q1322A4 - R98_2. R OR S RECEIVED STLMNT? N X5512 Q1323A4 - R98_3. AMT OF CASH SETTLEMENT? N X5513 DK5_433 - DECISION TREE TYPE N DK8_433 - RANGE CARD/RANGE N DK9_433 - RANGE FROM CARD? N DK10_433 - DECISION TREE 1 N DK11_433 - DECISION TREE 2 N DK12_433 - DECISION TREE 3 N DK13_433 - DECISION TREE 4 N DK14_433 - DECISION TREE 5 N DK15_433 - DECISION TREE 6 N DK16_433 - DECISION TREE 7 N DK17_433 - RANGE CARD C DK19_433 - LOW END N DK20_433 - HIGH END N DK21_433 - MIDPOINT (CALCULATED) N Q1325A4 - R98_4. YEAR/AGE/YEARS AGO N X5514A Q1326A4 - R98_4YR. YEAR WHEN RECEIVED N X5514 Q1327A4 - R98_4AGE. AGE WHEN RECEIVED N X7344 Q1328A4 - R98_4YRS. RECEIVED # YEARS AGO N X7345 Q1329A4 - R98_5. ANOTHER CASH SETTLEMENT N X7750 Q1322A5 - R98_2. R OR S RECEIVED STLMNT? N X5515 Q1323A5 - R98_3. AMT OF CASH SETTLEMENT N X5516 DK5_434 - DECISION TREE TYPE N DK8_434 - RANGE CARD/RANGE N DK9_434 - RANGE FROM CARD? N DK10_434 - DECISION TREE 1 N DK11_434 - DECISION TREE 2 N DK12_434 - DECISION TREE 3 N DK13_434 - DECISION TREE 4 N DK14_434 - DECISION TREE 5 N DK15_434 - DECISION TREE 6 N DK16_434 - DECISION TREE 7 N DK17_434 - RANGE CARD C DK19_434 - LOW END N DK20_434 - HIGH END N DK21_434 - MIDPOINT (CALCULATED) N Q1325A5 - R98_4. YEAR/AGE/YEARS AGO N X5517A Q1326A5 - R98_4YR. YEAR WHEN RECEIVED N X5517 Q1327A5 - R98_4AGE. AGE WHEN RECEIVED N X7346 Q1328A5 - R98_4YRS. RECEIVED # YEARS AGO N X7347 Q1329A5 - R98_5. ANOTHER CASH SETTLEMENT N X6718 Q1322A6 - R98_2. R OR S RECEIVED STLMNT? N X5518 Q1323A6 - R98_3. AMT OF CASH SETTLEMENT N X5519 DK5_435 - DECISION TREE TYPE N DK8_435 - RANGE CARD/RANGE N DK9_435 - RANGE FROM CARD? N DK10_435 - DECISION TREE 1 N DK11_435 - DECISION TREE 2 N DK12_435 - DECISION TREE 3 N DK13_435 - DECISION TREE 4 N DK14_435 - DECISION TREE 5 N DK15_435 - DECISION TREE 6 N DK16_435 - DECISION TREE 7 N DK17_435 - RANGE CARD C DK19_435 - LOW END N DK20_435 - HIGH END N DK21_435 - MIDPOINT (CALCULATED) N Q1325A6 - R98_4. YEAR/AGE/YEARS AGO N X5520A Q1326A6 - R98_4YR. YEAR WHEN RECEIVED N X5520 Q1327A6 - R98_4AGE. AGE WHEN RECEIVED N X5520B Q1328A6 - R98_4YRS. RECEIVED # YEARS AGO N X5520C Q1329A6 - R98_5. ANOTHER CASH SETTLEMENT N X5520D Q1614 - R98_6. REMAINING CASH SETTLEMENTS N X6806 DK5_436 - DECISION TREE TYPE N DK8_436 - RANGE CARD/RANGE N DK9_436 - RANGE FROM CARD? N DK10_436 - DECISION TREE 1 N DK11_436 - DECISION TREE 2 N DK12_436 - DECISION TREE 3 N DK13_436 - DECISION TREE 4 N DK14_436 - DECISION TREE 5 N DK15_436 - DECISION TREE 6 N DK16_436 - DECISION TREE 7 N DK17_436 - RANGE CARD C DK19_436 - LOW END N DK20_436 - HIGH END N DK21_436 - MIDPOINT (CALCULATED) N Q1602A1 - R98_7. ROLLED OVER, INVEST, DURABLES N X6775A Q1602A2 - R98_7. ROLLED OVER, INVEST, DURABLES N X6776A Q1602A3 - R98_7. ROLLED OVER, INVEST, DURABLES N X6777A Q1602A4 - R98_7. ROLLED OVER, INVEST, DURABLES N X6778A Q1602A5 - R98_7. ROLLED OVER, INVEST, DURABLES N X6779A Q1330 - R99. FUTURE PENSION BENEFITS? N X5601 Q1331 - R99_1. NUMBER OF FUTURE BENEFITS N X6702 Q1333A1 - R99_2. R OR S RECEIVE BENEFITS N X5606 Q1334A1 - R99_3. INC FORMULA, ACCT, BOTH ... N X5603 Q1335A1 - R99_3_1. LUMP SUM OR REG PMT? N X7348 Q1336A1 - R99_4. AMOUNT IN ACCOUNT N X5604 DK5_437 - DECISION TREE TYPE N DK8_437 - RANGE CARD/RANGE N DK9_437 - RANGE FROM CARD? N DK10_437 - DECISION TREE 1 N DK11_437 - DECISION TREE 2 N DK12_437 - DECISION TREE 3 N DK13_437 - DECISION TREE 4 N DK14_437 - DECISION TREE 5 N DK15_437 - DECISION TREE 6 N DK16_437 - DECISION TREE 7 N DK17_437 - RANGE CARD C DK19_437 - LOW END N DK20_437 - HIGH END N DK21_437 - MIDPOINT (CALCULATED) N Q1338A1 - R99_5. YEARS/AGE/YEAR N X5607A Q1339A1 - R99_5YS. EXPECT IN # YEARS N X7751 Q1340A1 - R99_5AG. EXPECT AT AGE N X5607 Q1341A1 - R99_5YR. EXPECT IN YEAR N X7349 Q1342A1 - R99_6. AMT OF EXPECTED PMTS N X5608 DK5_438 - DECISION TREE TYPE N DK8_438 - RANGE CARD/RANGE N DK9_438 - RANGE FROM CARD? N DK10_438 - DECISION TREE 1 N DK11_438 - DECISION TREE 2 N DK12_438 - DECISION TREE 3 N DK13_438 - DECISION TREE 4 N DK14_438 - DECISION TREE 5 N DK15_438 - DECISION TREE 6 N DK16_438 - DECISION TREE 7 N DK17_438 - RANGE CARD C DK19_438 - LOW END N DK20_438 - HIGH END N DK21_438 - MIDPOINT (CALCULATED) N Q1344A1 - R99_6F. FREQ OF EXPECTED PMTS N X5609 Q1346A1 - R99_7. ANOTHER FUTURE BENEFIT? N X5610 Q1333A2 - R99_2. R OR S RECEIVE BENEFIT? N X5614 Q1334A2 - R99_3. INC FORMULA, ACCT, BOTH ... N X5611 Q1335A2 - R99_3_1. LUMP SUM OR REG PMT? N X7350 Q1336A2 - R99_4. AMOUNT IN ACCOUNT N X5612 DK5_439 - DECISION TREE TYPE N DK8_439 - RANGE CARD/RANGE N DK9_439 - RANGE FROM CARD? N DK10_439 - DECISION TREE 1 N DK11_439 - DECISION TREE 2 N DK12_439 - DECISION TREE 3 N DK13_439 - DECISION TREE 4 N DK14_439 - DECISION TREE 5 N DK15_439 - DECISION TREE 6 N DK16_439 - DECISION TREE 7 N DK17_439 - RANGE CARD C DK19_439 - LOW END N DK20_439 - HIGH END N DK21_439 - MIDPOINT (CALCULATED) N Q1338A2 - R99_5. YEARS/AGE YEARS N X5615A Q1339A2 - R99_5YS. EXPECT IN # YEARS N X7752 Q1340A2 - R99_5AG. EXPECT AT AGE N X5615 Q1341A2 - R99_5YR. EXPECT IN YEAR N X7351 Q1342A2 - R99_6. AMT OF EXPECTED PMTS N X5616 DK5_440 - DECISION TREE TYPE N DK8_440 - RANGE CARD/RANGE N DK9_440 - RANGE FROM CARD? N DK10_440 - DECISION TREE 1 N DK11_440 - DECISION TREE 2 N DK12_440 - DECISION TREE 3 N DK13_440 - DECISION TREE 4 N DK14_440 - DECISION TREE 5 N DK15_440 - DECISION TREE 6 N DK16_440 - DECISION TREE 7 N DK17_440 - RANGE CARD C DK19_440 - LOW END N DK20_440 - HIGH END N DK21_440 - MIDPOINT (CALCULATED) N Q1344A2 - R99_6F. FREQ OF EXPECTED PMTS N X5617 Q1346A2 - R99_7. ANOTHER FUTURE BENEFIT? N X5618 Q1333A3 - R99_2. R OR S RECEIVE BENEFIT? N X5622 Q1334A3 - R99_3. INC FORMULA, ACCT, BOTH N X5619 Q1335A3 - R99_3_1. LUMP SUM OR REG PMT? N X7352 Q1336A3 - R99_4. AMOUNT IN ACCOUNT N X5620 DK5_441 - DECISION TREE TYPE N DK8_441 - RANGE CARD/RANGE N DK9_441 - RANGE FROM CARD? N DK10_441 - DECISION TREE 1 N DK11_441 - DECISION TREE 2 N DK12_441 - DECISION TREE 3 N DK13_441 - DECISION TREE 4 N DK14_441 - DECISION TREE 5 N DK15_441 - DECISION TREE 6 N DK16_441 - DECISION TREE 7 N DK17_441 - RANGE CARD C DK19_441 - LOW END N DK20_441 - HIGH END N DK21_441 - MIDPOINT (CALCULATED) N Q1338A3 - R99_5. YEARS/AGE YEARS N X5623A Q1339A3 - R99_5YS. EXPECT IN # YEARS N X7753 Q1340A3 - R99_5AG. EXPECT AT AGE N X5623 Q1341A3 - R99_5YR. EXPECT IN YEAR N X7353 Q1342A3 - R99_6. AMT OF EXPECTED PMTS N X5624 DK5_442 - DECISION TREE TYPE N DK8_442 - RANGE CARD/RANGE N DK9_442 - RANGE FROM CARD? N DK10_442 - DECISION TREE 1 N DK11_442 - DECISION TREE 2 N DK12_442 - DECISION TREE 3 N DK13_442 - DECISION TREE 4 N DK14_442 - DECISION TREE 5 N DK15_442 - DECISION TREE 6 N DK16_442 - DECISION TREE 7 N DK17_442 - RANGE CARD C DK19_442 - LOW END N DK20_442 - HIGH END N DK21_442 - MIDPOINT (CALCULATED) N Q1344A3 - R99_6F. FREQ OF EXPECTED PMTS N X5625 Q1346A3 - R99_7. ANOTHER FUTURE BENEFIT? N X5626 Q1333A4 - R99_2. R OR S RECEIVE BENEFIT? N X5630 Q1334A4 - R99_3. INC FORMULA, ACCT, BOTH N X5627 Q1335A4 - R99_3_1. LUMP SUM OR REG PMT? N X7354 Q1336A4 - R99_4. AMOUNT IN ACCOUNT N X5628 DK5_443 - DECISION TREE TYPE N DK8_443 - RANGE CARD/RANGE N DK9_443 - RANGE FROM CARD? N DK10_443 - DECISION TREE 1 N DK11_443 - DECISION TREE 2 N DK12_443 - DECISION TREE 3 N DK13_443 - DECISION TREE 4 N DK14_443 - DECISION TREE 5 N DK15_443 - DECISION TREE 6 N DK16_443 - DECISION TREE 7 N DK17_443 - RANGE CARD C DK19_443 - LOW END N DK20_443 - HIGH END N DK21_443 - MIDPOINT (CALCULATED) N Q1338A4 - R99_5. YEARS/AGE/YEAR N X5631A Q1339A4 - R99_5YS. EXPECT IN # YEARS N X7754 Q1340A4 - R99_5AG. EXPECT AT AGE N X5631 Q1341A4 - R99_5YR. EXPECT IN YEAR N X7355 Q1342A4 - R99_6. AMT OF EXPECTED PMTS N X5632 DK5_444 - DECISION TREE TYPE N DK8_444 - RANGE CARD/RANGE N DK9_444 - RANGE FROM CARD? N DK10_444 - DECISION TREE 1 N DK11_444 - DECISION TREE 2 N DK12_444 - DECISION TREE 3 N DK13_444 - DECISION TREE 4 N DK14_444 - DECISION TREE 5 N DK15_444 - DECISION TREE 6 N DK16_444 - DECISION TREE 7 N DK17_444 - RANGE CARD C DK19_444 - LOW END N DK20_444 - HIGH END N DK21_444 - MIDPOINT (CALCULATED) N Q1344A4 - R99_6F. FREQ OF EXPECTED PMTS N X5633 Q1346A4 - R99_7. ANOTHER FUTURE BENEFIT? N X5634 Q1333A5 - R99_2. R OR S RECEIVE BENEFIT? N X5638 Q1334A5 - R99_3. INC FORMULA, ACCT, BOTH N X5635 Q1335A5 - R99_3_1. LUMP SUM OR REG PMT? N X7356 Q1336A5 - R99_4. AMOUNT IN ACCOUNT N X5636 DK5_445 - DECISION TREE TYPE N DK8_445 - RANGE CARD/RANGE N DK9_445 - RANGE FROM CARD? N DK10_445 - DECISION TREE 1 N DK11_445 - DECISION TREE 2 N DK12_445 - DECISION TREE 3 N DK13_445 - DECISION TREE 4 N DK14_445 - DECISION TREE 5 N DK15_445 - DECISION TREE 6 N DK16_445 - DECISION TREE 7 N DK17_445 - RANGE CARD C DK19_445 - LOW END N DK20_445 - HIGH END N DK21_445 - MIDPOINT (CALCULATED) N Q1338A5 - R99_5. YEARS/AGE/YEAR N X5639A Q1339A5 - R99_5YS. EXPECT IN # YEARS N X7755 Q1340A5 - R99_5AG. EXPECT AT AGE N X5639 Q1341A5 - R99_5YR. EXPECT IN YEAR N X7357 Q1342A5 - R99_6. AMT OF EXPECTED PMTS N X5640 DK5_446 - DECISION TREE TYPE N DK8_446 - RANGE CARD/RANGE N DK9_446 - RANGE FROM CARD? N DK10_446 - DECISION TREE 1 N DK11_446 - DECISION TREE 2 N DK12_446 - DECISION TREE 3 N DK13_446 - DECISION TREE 4 N DK14_446 - DECISION TREE 5 N DK15_446 - DECISION TREE 6 N DK16_446 - DECISION TREE 7 N DK17_446 - RANGE CARD C DK19_446 - LOW END N DK20_446 - HIGH END N DK21_446 - MIDPOINT (CALCULATED) N Q1344A5 - R99_6F. FREQ OF EXPECTED PMTS N X5641 Q1346A5 - R99_7. ANOTHER FUTURE BENEFIT? N X5642 Q1333A6 - R99_2. R OR S RECEIVE BENEFIT? N X5646 Q1334A6 - R99_3. INC FORMULA, ACCT, BOTH N X5643 Q1335A6 - R99_3_1. LUMP SUM OR REG PMT? N X7358 Q1336A6 - R99_4. AMOUNT IN ACCOUNT N X5644 DK5_447 - DECISION TREE TYPE N DK8_447 - RANGE CARD/RANGE N DK9_447 - RANGE FROM CARD? N DK10_447 - DECISION TREE 1 N DK11_447 - DECISION TREE 2 N DK12_447 - DECISION TREE 3 N DK13_447 - DECISION TREE 4 N DK14_447 - DECISION TREE 5 N DK15_447 - DECISION TREE 6 N DK16_447 - DECISION TREE 7 N DK17_447 - RANGE CARD C DK19_447 - LOW END N DK20_447 - HIGH END N DK21_447 - MIDPOINT (CALCULATED) N Q1338A6 - R99_5. YEARS/AGE/YEAR N X5647A Q1339A6 - R99_5YS. EXPECT IN # YEARS N X7756 Q1340A6 - R99_5AG. EXPECT AT AGE N X5647 Q1341A6 - R99_5YR. EXPECT IN YEAR N X7359 Q1342A6 - R99_6. AMT OF EXPECTED PMTS N X5648 DK5_448 - DECISION TREE TYPE N DK8_448 - RANGE CARD/RANGE N DK9_448 - RANGE FROM CARD? N DK10_448 - DECISION TREE 1 N DK11_448 - DECISION TREE 2 N DK12_448 - DECISION TREE 3 N DK13_448 - DECISION TREE 4 N DK14_448 - DECISION TREE 5 N DK15_448 - DECISION TREE 6 N DK16_448 - DECISION TREE 7 N DK17_448 - RANGE CARD C DK19_448 - LOW END N DK20_448 - HIGH END N DK21_448 - MIDPOINT (CALCULATED) N Q1344A6 - R99_6F. FREQ OF EXPECTED PMTS N X5649 Q1346A6 - R99_7. ANOTHER FUTURE BENEFIT? N X5649A Q1621 - R99_8. REMAINING FUTURE PENSION BENEFIT N X6807 DK5_449 - DECISION TREE TYPE N DK8_449 - RANGE CARD/RANGE N DK9_449 - RANGE FROM CARD? N DK10_449 - DECISION TREE 1 N DK11_449 - DECISION TREE 2 N DK12_449 - DECISION TREE 3 N DK13_449 - DECISION TREE 4 N DK14_449 - DECISION TREE 5 N DK15_449 - DECISION TREE 6 N DK16_449 - DECISION TREE 7 N DK17_449 - RANGE CARD C DK19_449 - LOW END N DK20_449 - HIGH END N DK21_449 - MIDPOINT (CALCULATED) N Q1623 - R99_9. FREQUENCY OF PAYMENTS - MOPUP N X6808 Q1347 - R100. IRA/KEOGH OR PENSION PLAN? N X7360 Q1351A1 - T1. WAGE AND SALARY INCOME? N X5701 Q1353A1 - T2. AMOUNT OF INCOME N X5702 DK5_450 - DECISION TREE TYPE N DK8_450 - RANGE CARD/RANGE N DK9_450 - RANGE FROM CARD? N DK10_450 - DECISION TREE 1 N DK11_450 - DECISION TREE 2 N DK12_450 - DECISION TREE 3 N DK13_450 - DECISION TREE 4 N DK14_450 - DECISION TREE 5 N DK15_450 - DECISION TREE 6 N DK16_450 - DECISION TREE 7 N DK17_450 - RANGE CARD C DK19_450 - LOW END N DK20_450 - HIGH END N DK21_450 - MIDPOINT (CALCULATED) N Q1351A2 - T1.OTHER INCOME FROM BUSINESS? N X5703 Q1353A2 - T2. AMOUNT OF INCOME N X5704 DK5_451 - DECISION TREE TYPE N DK8_451 - RANGE CARD/RANGE N DK9_451 - RANGE FROM CARD? N DK10_451 - DECISION TREE 1 N DK11_451 - DECISION TREE 2 N DK12_451 - DECISION TREE 3 N DK13_451 - DECISION TREE 4 N DK14_451 - DECISION TREE 5 N DK15_451 - DECISION TREE 6 N DK16_451 - DECISION TREE 7 N DK17_451 - RANGE CARD C DK19_451 - LOW END N DK20_451 - HIGH END N DK21_451 - MIDPOINT (CALCULATED) N Q1351A3 - T1. INCOME FROM NONTAX INVEST? N X5705 Q1353A3 - T2. AMOUNT OF INCOME N X5706 DK5_452 - DECISION TREE TYPE N DK8_452 - RANGE CARD/RANGE N DK9_452 - RANGE FROM CARD? N DK10_452 - DECISION TREE 1 N DK11_452 - DECISION TREE 2 N DK12_452 - DECISION TREE 3 N DK13_452 - DECISION TREE 4 N DK14_452 - DECISION TREE 5 N DK15_452 - DECISION TREE 6 N DK16_452 - DECISION TREE 7 N DK17_452 - RANGE CARD C DK19_452 - LOW END N DK20_452 - HIGH END N DK21_452 - MIDPOINT (CALCULATED) N Q1351A4 - T1. ANY OTHER INTEREST INCOME? N X5707 Q1353A4 - T2. AMOUNT OF INCOME N X5708 DK5_453 - DECISION TREE TYPE N DK8_453 - RANGE CARD/RANGE N DK9_453 - RANGE FROM CARD? N DK10_453 - DECISION TREE 1 N DK11_453 - DECISION TREE 2 N DK12_453 - DECISION TREE 3 N DK13_453 - DECISION TREE 4 N DK14_453 - DECISION TREE 5 N DK15_453 - DECISION TREE 6 N DK16_453 - DECISION TREE 7 N DK17_453 - RANGE CARD C DK19_453 - LOW END N DK20_453 - HIGH END N DK21_453 - MIDPOINT (CALCULATED) N Q1351A5 - T1. ANY INCOME FROM DIVIDENDS? N X5709 Q1353A5 - T2. AMOUNT OF INCOME N X5710 DK5_454 - DECISION TREE TYPE N DK8_454 - RANGE CARD/RANGE N DK9_454 - RANGE FROM CARD? N DK10_454 - DECISION TREE 1 N DK11_454 - DECISION TREE 2 N DK12_454 - DECISION TREE 3 N DK13_454 - DECISION TREE 4 N DK14_454 - DECISION TREE 5 N DK15_454 - DECISION TREE 6 N DK16_454 - DECISION TREE 7 N DK17_454 - RANGE CARD C DK19_454 - LOW END N DK20_454 - HIGH END N DK21_454 - MIDPOINT (CALCULATED) N Q1351A6 - T1. STOCK, BOND, REAL ESTATE? N X5711 Q1353A6 - T2. AMOUNT OF INCOME N X5712 DK5_455 - DECISION TREE TYPE N DK8_455 - RANGE CARD/RANGE N DK9_455 - RANGE FROM CARD? N DK10_455 - DECISION TREE 1 N DK11_455 - DECISION TREE 2 N DK12_455 - DECISION TREE 3 N DK13_455 - DECISION TREE 4 N DK14_455 - DECISION TREE 5 N DK15_455 - DECISION TREE 6 N DK16_455 - DECISION TREE 7 N DK17_455 - RANGE CARD C DK19_455 - LOW END N DK20_455 - HIGH END N DK21_455 - MIDPOINT (CALCULATED) N Q1351A7 - T1.NET RENT, TRUST, ROYALTIES? N X5713 Q1353A7 - T2. AMOUNT OF INCOME N X5714 DK5_456 - DECISION TREE TYPE N DK8_456 - RANGE CARD/RANGE N DK9_456 - RANGE FROM CARD? N DK10_456 - DECISION TREE 1 N DK11_456 - DECISION TREE 2 N DK12_456 - DECISION TREE 3 N DK13_456 - DECISION TREE 4 N DK14_456 - DECISION TREE 5 N DK15_456 - DECISION TREE 6 N DK16_456 - DECISION TREE 7 N DK17_456 - RANGE CARD C DK19_456 - LOW END N DK20_456 - HIGH END N DK21_456 - MIDPOINT (CALCULATED) N Q1351A8 - T1.UNEMPLOYMENT, WORKERS COMP? N X5715 Q1353A8 - T2. AMOUNT OF INCOME N X5716 DK5_457 - DECISION TREE TYPE N DK8_457 - RANGE CARD/RANGE N DK9_457 - RANGE FROM CARD? N DK10_457 - DECISION TREE 1 N DK11_457 - DECISION TREE 2 N DK12_457 - DECISION TREE 3 N DK13_457 - DECISION TREE 4 N DK14_457 - DECISION TREE 5 N DK15_457 - DECISION TREE 6 N DK16_457 - DECISION TREE 7 N DK17_457 - RANGE CARD C DK19_457 - LOW END N DK20_457 - HIGH END N DK21_457 - MIDPOINT (CALCULATED) N Q1351A9 - T1. CHILD SUPPORT, ALIMONY? N X5717 Q1353A9 - T2. AMOUNT OF INCOME N X5718 DK5_458 - DECISION TREE TYPE N DK8_458 - RANGE CARD/RANGE N DK9_458 - RANGE FROM CARD? N DK10_458 - DECISION TREE 1 N DK11_458 - DECISION TREE 2 N DK12_458 - DECISION TREE 3 N DK13_458 - DECISION TREE 4 N DK14_458 - DECISION TREE 5 N DK15_458 - DECISION TREE 6 N DK16_458 - DECISION TREE 7 N DK17_458 - RANGE CARD C DK19_458 - LOW END N DK20_458 - HIGH END N DK21_458 - MIDPOINT (CALCULATED) N Q1351A10 - T1. PENSION, ANNUITIES? N X5721 Q1353A10 - T2. AMOUNT OF INCOME N X5722 DK5_459 - DECISION TREE TYPE N DK8_459 - RANGE CARD/RANGE N DK9_459 - RANGE FROM CARD? N DK10_459 - DECISION TREE 1 N DK11_459 - DECISION TREE 2 N DK12_459 - DECISION TREE 3 N DK13_459 - DECISION TREE 4 N DK14_459 - DECISION TREE 5 N DK15_459 - DECISION TREE 6 N DK16_459 - DECISION TREE 7 N DK17_459 - RANGE CARD C DK19_459 - LOW END N DK20_459 - HIGH END N DK21_459 - MIDPOINT (CALCULATED) N Q1351A11 - T1.ADC, AFDC, SSI, FOOD STMP? N X5719 Q1353A11 - T2. AMOUNT OF INCOME N X5720 DK5_460 - DECISION TREE TYPE N DK8_460 - RANGE CARD/RANGE N DK9_460 - RANGE FROM CARD? N DK10_460 - DECISION TREE 1 N DK11_460 - DECISION TREE 2 N DK12_460 - DECISION TREE 3 N DK13_460 - DECISION TREE 4 N DK14_460 - DECISION TREE 5 N DK15_460 - DECISION TREE 6 N DK16_460 - DECISION TREE 7 N DK17_460 - RANGE CARD C DK19_460 - LOW END N DK20_460 - HIGH END N DK21_460 - MIDPOINT (CALCULATED) N Q1351A12 - T1. INCOME ANY OTHER SOURCE? N X5723 Q1353A12 - T2. AMOUNT OF INCOME N X5724 DK5_461 - DECISION TREE TYPE N DK8_461 - RANGE CARD/RANGE N DK9_461 - RANGE FROM CARD? N DK10_461 - DECISION TREE 1 N DK11_461 - DECISION TREE 2 N DK12_461 - DECISION TREE 3 N DK13_461 - DECISION TREE 4 N DK14_461 - DECISION TREE 5 N DK15_461 - DECISION TREE 6 N DK16_461 - DECISION TREE 7 N DK17_461 - RANGE CARD C DK19_461 - LOW END N DK20_461 - HIGH END N DK21_461 - MIDPOINT (CALCULATED) N Q1581 - T2_1. CALC TOTAL INCOME CORRECT? N X7361 Q1355 - T3. CORRECTED TOTAL INCOME N X5729 DK5_462 - DECISION TREE TYPE N DK8_462 - RANGE CARD/RANGE N DK9_462 - RANGE FROM CARD? N DK10_462 - DECISION TREE 1 N DK11_462 - DECISION TREE 2 N DK12_462 - DECISION TREE 3 N DK13_462 - DECISION TREE 4 N DK14_462 - DECISION TREE 5 N DK15_462 - DECISION TREE 6 N DK16_462 - DECISION TREE 7 N DK17_462 - RANGE CARD C DK19_462 - LOW END N DK20_462 - HIGH END N DK21_462 - MIDPOINT (CALCULATED) N Q1357 - T4. INCOME HIGH OR LOW N X7650 Q1359 - T4_1. AMT OF INCOME IN NORMAL YR N X7362 DK5_463 - DECISION TREE TYPE N DK8_463 - RANGE CARD/RANGE N DK9_463 - RANGE FROM CARD? N DK10_463 - DECISION TREE 1 N DK11_463 - DECISION TREE 2 N DK12_463 - DECISION TREE 3 N DK13_463 - DECISION TREE 4 N DK14_463 - DECISION TREE 5 N DK15_463 - DECISION TREE 6 N DK16_463 - DECISION TREE 7 N DK17_463 - RANGE CARD C DK19_463 - LOW END N DK20_463 - HIGH END N DK21_463 - MIDPOINT (CALCULATED) N Q1361 - T4_2.PAST 5 YEARS-INCOME GO UP? N X304 Q1362 - T4_3.NEXT YR-EXPECT INCOME GO UP N X7364 Q1363 - T4_4.GOOD IDEA OF INCOME NXT YR? N X7586 Q1364 - T4_5. USUALLY HAVE A GOOD IDEA? N X7366 Q1365 - T5. IN 94, PAY ALIMONY, SUPPORT? N X5731 Q1366 - T5_1. AMT OF ALIMONY/SUPPORT PMT N X5732 DK5_464 - DECISION TREE TYPE N DK8_464 - RANGE CARD/RANGE N DK9_464 - RANGE FROM CARD? N DK10_464 - DECISION TREE 1 N DK11_464 - DECISION TREE 2 N DK12_464 - DECISION TREE 3 N DK13_464 - DECISION TREE 4 N DK14_464 - DECISION TREE 5 N DK15_464 - DECISION TREE 6 N DK16_464 - DECISION TREE 7 N DK17_464 - RANGE CARD C DK19_464 - LOW END N DK20_464 - HIGH END N DK21_464 - MIDPOINT (CALCULATED) N Q1368 - T6. SUPPORT FRIENDS, RELATIVES? N X5733 Q1369 - T6_1. AMOUNT OF OTHER SUPPORT N X5734 DK5_465 - DECISION TREE TYPE N DK8_465 - RANGE CARD/RANGE N DK9_465 - RANGE FROM CARD? N DK10_465 - DECISION TREE 1 N DK11_465 - DECISION TREE 2 N DK12_465 - DECISION TREE 3 N DK13_465 - DECISION TREE 4 N DK14_465 - DECISION TREE 5 N DK15_465 - DECISION TREE 6 N DK16_465 - DECISION TREE 7 N DK17_465 - RANGE CARD C DK19_465 - LOW END N DK20_465 - HIGH END N DK21_465 - MIDPOINT (CALCULATED) N Q1371A1 - T6_2. TO WHOM SUPPORT GIVEN? N X5735A Q1371A2 - T6_2. TO WHOM SUPPORT GIVEN? N X5736A Q1371A3 - T6_2. TO WHOM SUPPORT GIVEN? N X5737A Q1371A4 - T6_2. TO WHOM SUPPORT GIVEN? N X5738A Q1371A5 - T6_2. TO WHOM SUPPORT GIVEN? N X5739A Q1371A6 - T6_2. TO WHOM SUPPORT GIVEN? N X5740A Q1371A7 - T6_2. TO WHOM SUPPORT GIVEN? N X5741A Q1371A8 - T6_2. TO WHOM SUPPORT GIVEN? N X5742A Q1371A9 - T6_2. TO WHOM SUPPORT GIVEN? N X5743A Q1373 - T7. FILE A 1994 TAX RETURN? N X5744 Q1374 - T7_2. FILE JOINTLY, SEPARATELY? N X5746 Q1375A1 - T7_3. WHICH SCHEDULES? N X5747A Q1375A2 - T7_3. WHICH SCHEDULES? N X5748A Q1375A3 - T7_3. WHICH SCHEDULES? N X5749A Q1375A4 - T7_3. WHICH SCHEDULES? N X5750A Q1376 - T7_3A. ITEMIZE DEDUCTIONS? N X7367 Q1377 - T7_4.TOTAL ADJUSTED GROSS INCOME N X5751 DK5_466 - DECISION TREE TYPE N DK8_466 - RANGE CARD/RANGE N DK9_466 - RANGE FROM CARD? N DK10_466 - DECISION TREE 1 N DK11_466 - DECISION TREE 2 N DK12_466 - DECISION TREE 3 N DK13_466 - DECISION TREE 4 N DK14_466 - DECISION TREE 5 N DK15_466 - DECISION TREE 6 N DK16_466 - DECISION TREE 7 N DK17_466 - RANGE CARD C DK19_466 - LOW END N DK20_466 - HIGH END N DK21_466 - MIDPOINT (CALCULATED) N Q1379A1 - T7_5. WHICH SCHEDULES? N X7758A Q1379A2 - T7_5. WHICH SCHEDULES? N X7759A Q1379A3 - T7_5. WHICH SCHEDULES? N X7760A Q1379A4 - T7_5. WHICH SCHEDULES? N X7761A Q1579 - T7_5A. ITEMIZE DEDUCTIONS? N X7368 Q1380 - T7_6.TOTAL ADJUSTED GROSS INCOME N X7651 DK5_467 - DECISION TREE TYPE N DK8_467 - RANGE CARD/RANGE N DK9_467 - RANGE FROM CARD? N DK10_467 - DECISION TREE 1 N DK11_467 - DECISION TREE 2 N DK12_467 - DECISION TREE 3 N DK13_467 - DECISION TREE 4 N DK14_467 - DECISION TREE 5 N DK15_467 - DECISION TREE 6 N DK16_467 - DECISION TREE 7 N DK17_467 - RANGE CARD C DK19_467 - LOW END N DK20_467 - HIGH END N DK21_467 - MIDPOINT (CALCULATED) N Q1382A1 - T7_7. WHICH SCHEDULES? N X7762A Q1382A2 - T7_7. WHICH SCHEDULES? N X7763A Q1382A3 - T7_7. WHICH SCHEDULES? N X7764A Q1382A4 - T7_7. WHICH SCHEDULES? N X7765A Q1383 - T7_7A. S ITEMIZE DEDUCTIONS? N X7369 Q1384 - T7_8. S TOTAL ADJ GROSS INCOME N X7652 DK5_468 - DECISION TREE TYPE N DK8_468 - RANGE CARD/RANGE N DK9_468 - RANGE FROM CARD? N DK10_468 - DECISION TREE 1 N DK11_468 - DECISION TREE 2 N DK12_468 - DECISION TREE 3 N DK13_468 - DECISION TREE 4 N DK14_468 - DECISION TREE 5 N DK15_468 - DECISION TREE 6 N DK16_468 - DECISION TREE 7 N DK17_468 - RANGE CARD C DK19_468 - LOW END N DK20_468 - HIGH END N DK21_468 - MIDPOINT (CALCULATED) N Q1386 - X1. EVER RECEIVED INHERITANCE? N X5801 Q1387 - X2. NUMBER OF INHERITANCES N X6703 Q1389A1 - X3. TRUST, INHERITANCE, WHAT? N X5803 Q1391A1 - X4. APPROX VALUE WHEN RECEIVED N X5804 DK5_469 - DECISION TREE TYPE N DK8_469 - RANGE CARD/RANGE N DK9_469 - RANGE FROM CARD? N DK10_469 - DECISION TREE 1 N DK11_469 - DECISION TREE 2 N DK12_469 - DECISION TREE 3 N DK13_469 - DECISION TREE 4 N DK14_469 - DECISION TREE 5 N DK15_469 - DECISION TREE 6 N DK16_469 - DECISION TREE 7 N DK17_469 - RANGE CARD C DK19_469 - LOW END N DK20_469 - HIGH END N DK21_469 - MIDPOINT (CALCULATED) N Q1393A1 - X5. YEAR RECEIVED N X5805 Q1394A1 - X6. FROM WHOM RECEIVED? N X5806 Q1396A1 - X7. ANOTHER INHERITANCE? N X5807 Q1389A2 - X3. TRUST, INHERITANCE, WHAT? N X5808 Q1391A2 - X4. APPROX VALUE WHEN RECEIVED N X5809 DK5_470 - DECISION TREE TYPE N DK8_470 - RANGE CARD/RANGE N DK9_470 - RANGE FROM CARD? N DK10_470 - DECISION TREE 1 N DK11_470 - DECISION TREE 2 N DK12_470 - DECISION TREE 3 N DK13_470 - DECISION TREE 4 N DK14_470 - DECISION TREE 5 N DK15_470 - DECISION TREE 6 N DK16_470 - DECISION TREE 7 N DK17_470 - RANGE CARD C DK19_470 - LOW END N DK20_470 - HIGH END N DK21_470 - MIDPOINT (CALCULATED) N Q1393A2 - X5. YEAR RECEIVED N X5810 Q1394A2 - X6. FROM WHOM RECEIVED? N X5811 Q1396A2 - X7. ANOTHER INHERITANCE? N X5812 Q1389A3 - X3. TRUST, INHERITANCE, WHAT? N X5813 Q1391A3 - X4. APPROX VALUE WHEN RECEIVED N X5814 DK5_471 - DECISION TREE TYPE N DK8_471 - RANGE CARD/RANGE N DK9_471 - RANGE FROM CARD? N DK10_471 - DECISION TREE 1 N DK11_471 - DECISION TREE 2 N DK12_471 - DECISION TREE 3 N DK13_471 - DECISION TREE 4 N DK14_471 - DECISION TREE 5 N DK15_471 - DECISION TREE 6 N DK16_471 - DECISION TREE 7 N DK17_471 - RANGE CARD C DK19_471 - LOW END N DK20_471 - HIGH END N DK21_471 - MIDPOINT (CALCULATED) N Q1393A3 - X5. YEAR RECEIVED N X5815 Q1394A3 - X6. FROM WHOM RECEIVED? N X5816 Q1396A3 - X7. ANOTHER INHERITANCE? N X5817 Q1397 - X8. TOTAL AMT ALL OTHER INHERIT N X5818 DK5_472 - DECISION TREE TYPE N DK8_472 - RANGE CARD/RANGE N DK9_472 - RANGE FROM CARD? N DK10_472 - DECISION TREE 1 N DK11_472 - DECISION TREE 2 N DK12_472 - DECISION TREE 3 N DK13_472 - DECISION TREE 4 N DK14_472 - DECISION TREE 5 N DK15_472 - DECISION TREE 6 N DK16_472 - DECISION TREE 7 N DK17_472 - RANGE CARD C DK19_472 - LOW END N DK20_472 - HIGH END N DK21_472 - MIDPOINT (CALCULATED) N Q1399 - X9. EXPECT TO INHERIT? N X5819 Q1402 - X9_2. AMOUNT EXPECTED N X5821 DK5_473 - DECISION TREE TYPE N DK8_473 - RANGE CARD/RANGE N DK9_473 - RANGE FROM CARD? N DK10_473 - DECISION TREE 1 N DK11_473 - DECISION TREE 2 N DK12_473 - DECISION TREE 3 N DK13_473 - DECISION TREE 4 N DK14_473 - DECISION TREE 5 N DK15_473 - DECISION TREE 6 N DK16_473 - DECISION TREE 7 N DK17_473 - RANGE CARD C DK19_473 - LOW END N DK20_473 - HIGH END N DK21_473 - MIDPOINT (CALCULATED) N Q1404 - X10. CHARITABLE CONTRIBUTIONS? N X5822 Q1405 - X10_1. AMOUNT CONTRIBUTED N X5823 DK5_474 - DECISION TREE TYPE N DK8_474 - RANGE CARD/RANGE N DK9_474 - RANGE FROM CARD? N DK10_474 - DECISION TREE 1 N DK11_474 - DECISION TREE 2 N DK12_474 - DECISION TREE 3 N DK13_474 - DECISION TREE 4 N DK14_474 - DECISION TREE 5 N DK15_474 - DECISION TREE 6 N DK16_474 - DECISION TREE 7 N DK17_474 - RANGE CARD C DK19_474 - LOW END N DK20_474 - HIGH END N DK21_474 - MIDPOINT (CALCULATED) N Q1407 - X10_2. VOLUNTEER 1 HR/WK OR MORE N X7662 Q1408 - X11. IMPORTANT TO LEAVE INHERIT? N X5824 Q1409 - X12. EXPECT TO LEAVE ESTATE? N X5825 Q1410 - Y1. R GRADE COMPLETED N X5901 Q1411 - Y1_1. R DIPLOMA/GED? N X5902 Q1412 - Y1_2. R ON-THE-JOB TRAINING? N X5903 Q1413 - Y1_3. R COLLEGE DEGREE? N X5904 Q1414 - Y1_4. R HIGHEST DEGREE? N X5905 Q1416 - Y2. R MILITARY SERVICE? N X5906 Q1417A1 - Y4. R RACE N X6809 Q1417A2 - Y4. R RACE N X6810 Q1417A3 - Y4. R RACE N X6811 Q1417A4 - Y4. R RACE N X6812 Q1417A5 - Y4. R RACE N X6813 Q1417A6 - Y4. R RACE N X6814 Q1417A7 - Y4. R RACE N X6814A Q1419 - Y5. NUMBER OF CHILDREN ELSEWHERE N X5910 Q1420 - Y5_1. ANY 25 OR OLDER? N X5911A Q1421 - Y5_1NUM. NUMBER 25 OR OLDER N X5911 Q1422 - Y5_2. ANY LESS THAN 18? N X5912A Q1423 - Y5_2NUM. NUMBER LESS THAN 18 N X5912 Q1428 - Y7. YEARS/AGE/YEAR MARRIED N X8005A Q1429 - Y7YRS. # OF YEARS WITH SPOUSE N X7370 Q1430 - Y7AGE. AGE MARRIED TO SPOUSE N X7371 Q1431 - Y7YR. YEAR MARRIED TO SPOUSE N X8005 Q1432 - Y7_1. CURRENT MARITAL STATUS N X7372 Q1433 - Y8. YEAR/AGE/YEARS SEP/DIV/WIDOW N X8007A Q1434 - Y8YR. YEAR SEP/DIV/WIDOW N X8007 Q1435 - Y8AGE. AGE SEP/DIV/WIDOW N X7373 Q1436 - Y8YRS.YEARS AGO SEP/DIV/WIDOW N X7374 Q1437 - Y8_1. YEAR/AGE/YEARS MARRIED N X8008A Q1438 - Y8_1YR. YEAR WHEN MARRIED N X8008 Q1439 - Y8_1AGE. AGE WHEN MARRIED N X7375 Q1440 - Y8_1YRS. # YEARS AGO MARRIED N X7376 Q1441 - Y8_2. RECEIVE/PAY SUPPORT? N X5925 Q1442 - Y8_3. AMT OF SUPPORT PAY/RECEIVE N X5926A DK5_475 - DECISION TREE TYPE N DK8_475 - RANGE CARD/RANGE N DK9_475 - RANGE FROM CARD? N DK10_475 - DECISION TREE 1 N DK11_475 - DECISION TREE 2 N DK12_475 - DECISION TREE 3 N DK13_475 - DECISION TREE 4 N DK14_475 - DECISION TREE 5 N DK15_475 - DECISION TREE 6 N DK16_475 - DECISION TREE 7 N DK17_475 - RANGE CARD C DK19_475 - LOW END N DK20_475 - HIGH END N DK21_475 - MIDPOINT (CALCULATED) N Q1444 - Y8_3F. FREQ OF SUPPORT PMTS N X5927A Q1446 - Y8_4.ASSETS OWNED BY R, S, JOINT N X5930 Q1448 - Y9. FIRST MARRIAGE OR BEFORE? N X7377 Q1449 - Y10. YEAR/AGE/YEARS FIRST MARRY N X8011A Q1450 - Y10YR. YEAR MARRIED-FIRST TIME N X7378 Q1451 - Y10AGE. AGE MARRIED-FIRST TIME N X8011 Q1452 - Y10YRS. # YRS AGO FIRST MARRIED N X7379 Q1453 - Y11. MOTHER LIVING? N X6026 Q1454 - Y11_1. MOTHER AGE N X6027 Q1455 - Y11_2. FATHER LIVING? N X6028 Q1456 - Y11_3. FATHER AGE N X6029 Q1457 - Y12. CURRENTLY SMOKE? N X7380 Q1458 - Y12_3. HEALTH EXC/GOOD/FAIR/PR? N X6030 Q1459 - Y12_1. HOW OLD LIVE TO BE? N X7381 Q1461 - INTERVIEWER CHECKPOINT N X6031 Q1462 - Y13. SPOUSE GRADE COMPLETED N X6101 Q1463 - Y13_1. S DIPLOMA/GED? N X6102 Q1464 - Y13_2. S ON-THE-JOB TRAINING? N X6103 Q1465 - Y13_3. S COLLEGE DEGREE? N X6104 Q1466 - Y13_4. S HIGHEST DEGREE? N X6105 Q1468 - Y14. S MILITARY SERVICE? N X6106 Q1469 - Y15M. MONTH OF SPOUSE'S BIRTH N X6107 Q1460 - Y15D. DAY OF SPOUSE'S BIRTH N X7382 Q1470 - Y15Y. YEAR OF SPOUSE'S BIRTH N X6108 Q1475 - Y17_1. YEAR/AGE/YEARS SEPARATED N X8016A Q1476 - Y17_1YR. YEAR S SEP/DIV/WID N X8016 Q1477 - Y17_1AGE. AGE S SEP/DIV/WID N X7383 Q1478 - Y17_1YRS. # YEARS AGO S SEP/DIV N X7384 Q30 - Y17_1B. YEAR/AGE/YEARS N X8017A Q59 - Y17_1BYR. YEAR PARTNER MARRIED N X8017 Q87 - Y17_1BAG. AGE PARTNER MARRIED N X7385 Q336 - Y17_1BYS. YEARS AGO PARTNER MARRY N X7386 Q1479 - Y17_2. PARTNER REC/PAY SUPPORT? N X7387 Q1480 - Y17_3. AMT SUPPORT PAYS/RECEIVES N X7388A DK5_476 - DECISION TREE TYPE N DK8_476 - RANGE CARD/RANGE N DK9_476 - RANGE FROM CARD? N DK10_476 - DECISION TREE 1 N DK11_476 - DECISION TREE 2 N DK12_476 - DECISION TREE 3 N DK13_476 - DECISION TREE 4 N DK14_476 - DECISION TREE 5 N DK15_476 - DECISION TREE 6 N DK16_476 - DECISION TREE 7 N DK17_476 - RANGE CARD C DK19_476 - LOW END N DK20_476 - HIGH END N DK21_476 - MIDPOINT (CALCULATED) N Q1482 - Y17_3F. FREQUENCY OF PAYMENTS N X7389A Q1484 - Y17_4. S FIRST MARRY OR BEFORE? N X7392 Q1486 - Y18_1.YEAR/AGE/YEARS FIRST MARRY N X8018A Q1487 - Y18_1YR. YEAR S FIRST MARRIED N X7393 Q1488 - Y18_1AGE. AGE S FIRST MARRIED N X8018 Q1489 - Y18_1YRS. # YEARS AGO S MARRIED N X7394 Q1490 - Y19. SPOUSE'S MOTHER LIVING? N X6120 Q1491 - Y19_1. SPOUSE'S MOTHER AGE N X6121 Q1492 - Y19_2. SPOUSE'S FATHER LIVING? N X6122 Q1493 - Y19_3. SPOUSE'S FATHER AGE N X6123 Q1494 - Y20. SPOUSE SMOKE CURRENTLY? N X7395 Q1495 - Y20_3. S HEALTH EX/GOOD/FAIR/PR? N X6124 Q1496 - Y20_1. HOW OLD S EXPECT TO LIVE? N X7396 Q1498 - Y25. INTERVIEWER CHECKPOINT N X6201 Q1500 - Y27. ELIGIBLE FOR MEDICARE- R? N X6226 Q1501A1 - Y27_1. WHICH PROGRAM? N X6227A Q1501A2 - Y27_1. WHICH PROGRAM? N X6228A Q1501A3 - Y27_1. WHICH PROGRAM? N X6229A Q1501A4 - Y27_1. WHICH PROGRAM? N X6229B Q1501A5 - Y27_1. WHICH PROGRAM? N X6230A Q1503 - Y27_2. HAVE HEALTH COVERAGE? N X6231 Q1504 - Y28. HAVE HEALTH COVERAGE? N X6232 Q1505A1 - Y28_1. HOW COVERAGE OBTAINED N X6233A Q1505A2 - Y28_1. HOW COVERAGE OBTAINED N X6234A Q1505A3 - Y28_1. HOW COVERAGE OBTAINED N X6235A Q1505A4 - Y28_1. HOW COVERAGE OBTAINED N X6236A Q1505A5 - Y28_1. HOW COVERAGE OBTAINED N X7766A Q1505A6 - Y28_1. HOW COVERAGE OBTAINED N X6237A Q1507A1 - Y28_2. HOW COVERAGE PAID N X6238A Q1507A2 - Y28_2. HOW COVERAGE PAID N X6239A Q1507A3 - Y28_2. HOW COVERAGE PAID N X6240A Q1507A4 - Y28_2. HOW COVERAGE PAID N X6241A Q1507A5 - Y28_2. HOW COVERAGE PAID N X6242A Q1509 - Y28_3. AMOUNT PAY FOR INSURANCE N X7664 DK5_477 - DECISION TREE TYPE N DK8_477 - RANGE CARD/RANGE N DK9_477 - RANGE FROM CARD? N DK10_477 - DECISION TREE 1 N DK11_477 - DECISION TREE 2 N DK12_477 - DECISION TREE 3 N DK13_477 - DECISION TREE 4 N DK14_477 - DECISION TREE 5 N DK15_477 - DECISION TREE 6 N DK16_477 - DECISION TREE 7 N DK17_477 - RANGE CARD C DK19_477 - LOW END N DK20_477 - HIGH END N DK21_477 - MIDPOINT (CALCULATED) N Q1511 - Y28_3. FREQUENCY OF PAYMENTS N X7665 Q1513 - Y29. ELIG FOR BENEFITS-R'S HH N X6301 Q1514A1 - Y29_1. WHICH PROGRAM? N X6302A Q1514A2 - Y29_1. WHICH PROGRAM? N X6303A Q1514A3 - Y29_1. WHICH PROGRAM? N X6304A Q1514A4 - Y29_1. WHICH PROGRAM? N X6304B Q1514A5 - Y29_1. WHICH PROGRAM? N X6305A Q1516 - Y29_2. IS EVERYONE COVERED? N X6306 Q1517 - Y29_3. HAVE HEALTH COVERAGE? N X6307 Q1518A1 - Y29_4. WHO IS NOT COVERED? N X6308A Q1518A2 - Y29_4. WHO IS NOT COVERED? N X6309A Q1518A3 - Y29_4. WHO IS NOT COVERED? N X6310A Q1518A4 - Y29_4. WHO IS NOT COVERED? N X6311A Q1518A5 - Y29_4. WHO IS NOT COVERED? N X6312A Q1518A6 - Y29_4. WHO IS NOT COVERED? N X6313A Q1518A7 - Y29_4. WHO IS NOT COVERED? N X6314A Q1520 - Y30. HAVE HEALTH COVERAGE? N X6315 Q1521A1 - Y31. HOW COVERAGE OBTAINED N X6316A Q1521A2 - Y31. HOW COVERAGE OBTAINED N X6317A Q1521A3 - Y31. HOW COVERAGE OBTAINED N X6318A Q1521A4 - Y31. HOW COVERAGE OBTAINED N X6319A Q1521A5 - Y31. HOW COVERAGE OBTAINED N X6320A Q1521A6 - Y31. HOW COVERAGE OBTAINED N X6321A Q1521A7 - Y31. HOW COVERAGE OBTAINED N X6322A Q1521A8 - Y31. HOW COVERAGE OBTAINED N X6322B Q1521A9 - Y31. HOW COVERAGE OBTAINED N X6323A Q1523A1 - Y31_1. HOW COVERAGE PAID N X6324A Q1523A2 - Y31_1. HOW COVERAGE PAID N X6325A Q1523A3 - Y31_1. HOW COVERAGE PAID N X6326A Q1523A4 - Y31_1. HOW COVERAGE PAID N X6327A Q1523A5 - Y31_1. HOW COVERAGE PAID N X6328A Q1525 - Y31_2. AMT OF INSURANCE PMTS N X7666 DK5_478 - DECISION TREE TYPE N DK8_478 - RANGE CARD/RANGE N DK9_478 - RANGE FROM CARD? N DK10_478 - DECISION TREE 1 N DK11_478 - DECISION TREE 2 N DK12_478 - DECISION TREE 3 N DK13_478 - DECISION TREE 4 N DK14_478 - DECISION TREE 5 N DK15_478 - DECISION TREE 6 N DK16_478 - DECISION TREE 7 N DK17_478 - RANGE CARD C DK19_478 - LOW END N DK20_478 - HIGH END N DK21_478 - MIDPOINT (CALCULATED) N Q1527 - Y31_2. FREQUENCY OF PAYMENTS N X7667 Q1529 - Y31_3. EACH IN HH INSURED? N X6329 Q1530A1 - Y31_4. WHO IS NOT COVERED? N X6330A Q1530A2 - Y31_4. WHO IS NOT COVERED? N X6331A Q1530A3 - Y31_4. WHO IS NOT COVERED? N X6332A Q1530A4 - Y31_4. WHO IS NOT COVERED? N X6333A Q1530A5 - Y31_4. WHO IS NOT COVERED? N X6334A Q1530A6 - Y31_4. WHO IS NOT COVERED? N X6335A Q1530A7 - Y31_4. WHO IS NOT COVERED? N X6336A Q1532 - Y31_5. EACH IN HH INSURED? N X7397 Q1533 - Y32. WHY NO HEALTH INSURANCE? N X6337 Q1536 - Y34. 18 OR OVER RECEIVE WAGES? N X6402 Q1537 - Y34_1. 94 INCOME - 18 AND OVER N X6403 DK5_479 - DECISION TREE TYPE N DK8_479 - RANGE CARD/RANGE N DK9_479 - RANGE FROM CARD? N DK10_479 - DECISION TREE 1 N DK11_479 - DECISION TREE 2 N DK12_479 - DECISION TREE 3 N DK13_479 - DECISION TREE 4 N DK14_479 - DECISION TREE 5 N DK15_479 - DECISION TREE 6 N DK16_479 - DECISION TREE 7 N DK17_479 - RANGE CARD C DK19_479 - LOW END N DK20_479 - HIGH END N DK21_479 - MIDPOINT (CALCULATED) N Q1539 - Y34_2. INCLUDE THIS AMT EARLIER? N X6404 Q1541 - Y35. ANY OTHER SOURCES? N X6405 Q1542A1 - Y35_1. WHAT OTHER SOURCES? N X6406A Q1542A2 - Y35_1. WHAT OTHER SOURCES? N X6407A Q1542A3 - Y35_1. WHAT OTHER SOURCES? N X6408A Q1542A4 - Y35_1. WHAT OTHER SOURCES? N X6409A Q1542A5 - Y35_1. WHAT OTHER SOURCES? N X6410A Q1542A6 - Y35_1. WHAT OTHER SOURCES? N X6411A Q1542A7 - Y35_1. WHAT OTHER SOURCES? N X6412A Q1542A8 - Y35_1. WHAT OTHER SOURCES? N X6413A Q1542A9 - Y35_1. WHAT OTHER SOURCES? N X6414A Q1544 - Y35_2. AMT OF TOTAL INCOME IN 94 N X6415 DK5_480 - DECISION TREE TYPE N DK8_480 - RANGE CARD/RANGE N DK9_480 - RANGE FROM CARD? N DK10_480 - DECISION TREE 1 N DK11_480 - DECISION TREE 2 N DK12_480 - DECISION TREE 3 N DK13_480 - DECISION TREE 4 N DK14_480 - DECISION TREE 5 N DK15_480 - DECISION TREE 6 N DK16_480 - DECISION TREE 7 N DK17_480 - RANGE CARD C DK19_480 - LOW END N DK20_480 - HIGH END N DK21_480 - MIDPOINT (CALCULATED) N Q1546 - Y35_3. INCLUDE THIS AMT EARLIER? N X6416 Q1548 - Y36. CARS OR VEHICLES? N X6417 Q1549 - Y36_1. HOW MUCH VEHICLES WORTH N X6418 DK5_481 - DECISION TREE TYPE N DK8_481 - RANGE CARD/RANGE N DK9_481 - RANGE FROM CARD? N DK10_481 - DECISION TREE 1 N DK11_481 - DECISION TREE 2 N DK12_481 - DECISION TREE 3 N DK13_481 - DECISION TREE 4 N DK14_481 - DECISION TREE 5 N DK15_481 - DECISION TREE 6 N DK16_481 - DECISION TREE 7 N DK17_481 - RANGE CARD C DK19_481 - LOW END N DK20_481 - HIGH END N DK21_481 - MIDPOINT (CALCULATED) N Q1551 - Y36_2. INCLUDE VEHICLE EARLIER? N X6419 Q1553 - Y37. HAVE ANY ACCOUNTS? N X6420 Q1554 - Y37_1. TOTAL AMOUNT IN ACCOUNTS N X6421 DK5_482 - DECISION TREE TYPE N DK8_482 - RANGE CARD/RANGE N DK9_482 - RANGE FROM CARD? N DK10_482 - DECISION TREE 1 N DK11_482 - DECISION TREE 2 N DK12_482 - DECISION TREE 3 N DK13_482 - DECISION TREE 4 N DK14_482 - DECISION TREE 5 N DK15_482 - DECISION TREE 6 N DK16_482 - DECISION TREE 7 N DK17_482 - RANGE CARD C DK19_482 - LOW END N DK20_482 - HIGH END N DK21_482 - MIDPOINT (CALCULATED) N Q1556 - Y37_2. INCLUDE ACCOUNTS EARLIER? N X6422 Q1558 - Y38. ANY OTHER ASSETS? N X6423 Q1559A1 - Y38_1. OTHER KINDS OF ASSETS N X6424A Q1559A2 - Y38_1. OTHER KINDS OF ASSETS N X6425A Q1559A3 - Y38_1. OTHER KINDS OF ASSETS N X6426A Q1559A4 - Y38_1. OTHER KINDS OF ASSETS N X6427A Q1559A5 - Y38_1. OTHER KINDS OF ASSETS N X6428A Q1559A6 - Y38_1. OTHER KINDS OF ASSETS N X6429A Q1559A7 - Y38_1. OTHER KINDS OF ASSETS N X6430A Q1559A8 - Y38_1. OTHER KINDS OF ASSETS N X6431A Q1561 - Y38_2. AMOUNT IN ASSETS N X6432 DK5_483 - DECISION TREE TYPE N DK8_483 - RANGE CARD/RANGE N DK9_483 - RANGE FROM CARD? N DK10_483 - DECISION TREE 1 N DK11_483 - DECISION TREE 2 N DK12_483 - DECISION TREE 3 N DK13_483 - DECISION TREE 4 N DK14_483 - DECISION TREE 5 N DK15_483 - DECISION TREE 6 N DK16_483 - DECISION TREE 7 N DK17_483 - RANGE CARD C DK19_483 - LOW END N DK20_483 - HIGH END N DK21_483 - MIDPOINT (CALCULATED) N Q1563 - Y38_3. INCLUDE ASSETS EARLIER? N X6433 Q1565 - Y39. INTERVIEWER CHECKPOINT N X6434 Q1566 - Y39_1. SHARE OF HOME OVER 18 OWN N X6435 Q1567 - Y39_2. PRESENT VALUE OF HOME N X6436 DK5_484 - DECISION TREE TYPE N DK8_484 - RANGE CARD/RANGE N DK9_484 - RANGE FROM CARD? N DK10_484 - DECISION TREE 1 N DK11_484 - DECISION TREE 2 N DK12_484 - DECISION TREE 3 N DK13_484 - DECISION TREE 4 N DK14_484 - DECISION TREE 5 N DK15_484 - DECISION TREE 6 N DK16_484 - DECISION TREE 7 N DK17_484 - RANGE CARD C DK19_484 - LOW END N DK20_484 - HIGH END N DK21_484 - MIDPOINT (CALCULATED) N Q1569 - Y39_3. TOTAL AMT OWED MORTGAGES N X6437 DK5_485 - DECISION TREE TYPE N DK8_485 - RANGE CARD/RANGE N DK9_485 - RANGE FROM CARD? N DK10_485 - DECISION TREE 1 N DK11_485 - DECISION TREE 2 N DK12_485 - DECISION TREE 3 N DK13_485 - DECISION TREE 4 N DK14_485 - DECISION TREE 5 N DK15_485 - DECISION TREE 6 N DK16_485 - DECISION TREE 7 N DK17_485 - RANGE CARD C DK19_485 - LOW END N DK20_485 - HIGH END N DK21_485 - MIDPOINT (CALCULATED) N Q1571 - Y40. HAVE ANY DEBTS? N X6438 Q1572 - Y40_1. AMOUNT IN DEBT N X6439 DK5_486 - DECISION TREE TYPE N DK8_486 - RANGE CARD/RANGE N DK9_486 - RANGE FROM CARD? N DK10_486 - DECISION TREE 1 N DK11_486 - DECISION TREE 2 N DK12_486 - DECISION TREE 3 N DK13_486 - DECISION TREE 4 N DK14_486 - DECISION TREE 5 N DK15_486 - DECISION TREE 6 N DK16_486 - DECISION TREE 7 N DK17_486 - RANGE CARD C DK19_486 - LOW END N DK20_486 - HIGH END N DK21_486 - MIDPOINT (CALCULATED) N Q1574 - Y40_2. INCLUDE DEBTS EARLIER? N X6440 Q1577 - ELAPSED SECONDS - END N X7398 SU_ID CASE D N XX1 SC_ID N ZQ1 SU_ID N ZQ2 ZZ1:PHYSICAL CONDITION OF HU N X6523 ZQ3 ZZ2:R'S UNDERSTANDING OF QUESTIONS N X6525 ZQ4 ZZ3:R'S ABILITY TO EXPRESS HIMSELF N X6526 ZQ5 ZZ4:WAS R SUSPICIOUS BEFORE IW N X6527 ZQ6 ZZ5:WAS R SUSPICIOUS AFTER IW N X6528 ZQ7 ZZ6:HOW GREAT WAS R'S INTEREST? N X6529 ZQ8M1 ZZ7:OTHERS PRESENT AT INTERVIEW N X6530A ZQ8M2 ZZ72:OTHERS PRESENT AT INTERVIEW N X6530B ZQ8M3 ZZ73:OTHERS PRESENT AT INTERVIEW N X6530C ZQ8M4 ZZ74:OTHERS PRESENT AT INTERVIEW N X6530D ZQ8M5 ZZ75:OTHERS PRESENT AT INTERVIEW N X6530E ZQ8M6 ZZ76:OTHERS PRESENT AT INTERVIEW N X6530F ZQ8M10 ZZ77:OTHERS PRESENT AT INTERVIEW N X6530G ZQ9 ZZ8:DID R REFER TO DOCUMENTS? N X6536 ZQ10M1 ZZ9:WHICH DOCUMENTS? N X6724 ZQ10M2 ZZ92:WHICH DOCUMENTS? N X6725 ZQ10M3 ZZ93:WHICH DOCUMENTS? N X6726 ZQ10M4 ZZ94:WHICH DOCUMENTS? N X6727 ZQ10M5 ZZ95:WHICH DOCUMENTS? N X6728 ZQ10M6 ZZ96:WHICH DOCUMENTS? N X6729 ZQ10M10 ZZ97:WHICH DOCUMENTS? N X6729A ZQ11 ZZ9V:OTHER DOCUMENTS? C ZQ12 ZZ10:LANGUAGE N X7504 ZQ13 ZZ11:BELIEVE R REPORTED SA ASSETS? N X6540 ZQ14 ZZ12:WHICH ASSETS SAME? C X6541 ZQ15 ZZ13:BELIEVE ASSETS NOT COLLECTED? N X6542 ZQ16 ZZ14:WHICH ASSETS NOT COLLECTED? C X6543 ZQ17 ZZ15:CONSISTENCY PROBLEMS? N X6544 ZQ18 ZZ16:WHAT PROBLEMS? C X6545 ZQ19 ZZ15B:INCORRECT RANGES? N X6546 ZQ20 ZZ16B:WHICH ONES? C X6547 ZQ21 ZZ17:ANYTHING THAT MIGHT HELP? N X6548 ZQ22 ZZ18:WHAT MIGHT HELP? C X6549 ZQ23 VAR1 N ZQ24 LOC_END N ZQ25 VERSION C ZQ26 DATESTMP C ZQ27 END_STMP C ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- LIST OF VARIABLES INCLUDED ON PUBLIC DATASET ----------------------------------------------------------------------------- ----------------------------------------------------------------------------- J14 J19 J100 J101 J102 J103 J104 J105 J106 J107 J108 J109 J110 J111 J112 J113 J114 J115 J116 J117 J118 J119 J120 J121 J122 J123 J124 J125 J126 J127 J128 J129 J130 J131 J132 J133 J134 J135 J136 J137 J202 J203 J204 J205 J206 J207 J208 J209 J210 J211 J212 J213 J214 J215 J216 J217 J218 J219 J220 J221 J222 J223 J224 J225 J301 J302 J304 J305 J306 J308 J310 J312 J314 J316 J318 J320 J322 J324 J326 J328 J330 J401 J402 J403 J404 J405 J406 J407 J408 J409 J410 J411 J412 J413 J414 J415 J416 J417 J418 J419 J420 J421 J422 J423 J424 J425 J426 J427 J428 J429 J430 J432 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