MEPS-HC Survey Instrument

16 - DN (BETA).pdf

Medical Expenditure Panel Survey Household Component and Medical Provider Component (MEPS-HC and MEPS-MPC through 2009)

MEPS-HC Survey Instrument

OMB: 0935-0118

Document [pdf]
Download: pdf | pdf
Income (IN) Section
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IN01

Help Enabled

Comment Enabled

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For the next questions, it might be useful to have out some of the family’s
financial records, such as a copy of the family’s tax forms or materials used to
complete the tax form, such as year end bank statements, financial
summaries, pay stubs, W-2 forms, and the like.
PRESS ENTER OR SELECT NEXT PAGE TO CONTINUE.

PROGRAMMER NOTES:
NOTE: FOR ALL DOLLAR AMOUNT RANGE CHECKS, ALLOW THE ENTRY OF
WHOLE DOLLARS AMOUNTS ONLY; DO NOT COLLECT CENTS.

LOOP_01
FOR EACH ELEMENT IN THE RU-MEMBERS-ROSTER, ASK BOX_00 - END_LP01
LOOP DEFINITION: LOOP_01 DETERMINES WHICH RU MEMBERS HAVE OR WILL FILE A
FEDERAL INCOME TAX FORM FOR THE CALENDAR YEAR. IF A JOINT RETURN WAS OR
WILL BE FILED, IT DETERMINES WHO IS THE SECONDARY FILER. THIS LOOP CYCLES
ON PERSONS WHO MEET THE FOLLOWING CONDITION:
- PERSON IS A CURRENT RU MEMBER (INCLUDES DECEASED AND INSTITUTIONALIZED
RU MEMBERS)

BOX_00
IF PERSON BEING LOOPED ON IS FLAGGED AS ‘SECONDARY FILER ON JOINT FEDERAL
TAX RETURN’, GO TO END_LP01
OTHERWISE, CONTINUE WITH IN02

1

Income (IN) Section
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IN02

Help Enabled (TAXRET)

Variable Name
PRND.FILEDITR

Comment Enabled

Jump Back Enabled

Label
HAS PERSON FILED A FED INCOME TAX RETURN

Size
2

{PERSON'S FIRST MIDDLE AND LAST NAME}
Has (PERSON) filed a {YEAR} Federal income tax return?
YES

1

{IN04}

NO

2

{IN03}

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Refused
Don't Know

RF
DK

{IN03}
{IN03}

HELP AVAILABLE FOR DEFINITION OF TAX RETURN.
DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

2

Income (IN) Section
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IN03

Help Enabled (TAXRET)

Variable Name
PRND.WILLFILE

Comment Enabled

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Label
WILL PERSON FILE A FED INCOME TAX RETURN

Size
2

{PERSON'S FIRST MIDDLE AND LAST NAME}
Will (PERSON) file a {YEAR} Federal income tax return?
YES

1

{IN04}

NO

2

{END_LP01}

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Refused
Don't Know

RF
DK

{END_LP01}
{END_LP01}

HELP AVAILABLE FOR DEFINITION OF TAX RETURN.
DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

3

Income (IN) Section
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IN04

Help Enabled (IN04Help)

Comment Enabled

Variable Name
PRND.FILESTAT

WHAT IS PERSON'S FILING STATUS

PRND.FILER
PRND.TAXYEAR

PRIMARY OR SECONDARY FILER
TAX YEAR

Jump Back Enabled

Label

Size
2
2
4

{PERSON'S FIRST MIDDLE AND LAST NAME}
What {was/will be} (PERSON)’s filing status …
single;

1

{IN06}

married filing joint return;
married filing separately;

2
3

{IN05}
{IN06}

head of household with qualifying person;
or
qualifying widow(er) with dependent
children?

4

{IN06}

5

{IN06}

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Refused
Don't Know

RF
DK

{IN06}
{IN06}

HELP AVAILABLE FOR DEFINITION OF RESPONSE CATEGORIES.
DISPLAY INSTRUCTIONS:
DISPLAY ‘was’ IF IN02 IS CODED ‘1’ (YES).
IF IN03 IS CODED ‘1’ (YES).

DISPLAY ‘will be’

PROGRAMMER NOTES:
FLAG PERSON BEING LOOPED ON AS ‘PRIMARY FILER ON FEDERAL TAX
RETURN’.

4

Income (IN) Section
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IN05

Help Enabled (IN05Help)

Comment Enabled

Jump Back Enabled

Variable Name
PRND.TAXYEAR

TAX YEAR

Label

Size
4

PRND.FILER
PRND.JOINTPID

PRIMARY OR SECONDARY FILER
PID OF SECONDARY FILER

2
3

PRND.JNTINRU

JOINT FILE IN OR OUT OF RU

2

{PERSON'S FIRST MIDDLE AND LAST NAME}
Who is the other taxpayer that (PERSON) is filing jointly with?
[First Name, [Middle Name], Last name]
[First Name, [Middle Name], Last name]
[First Name, [Middle Name], Last name]

{IN06}

HELP AVAILABLE FOR DEFINITION OF ‘FILING JOINTLY’.
PROGRAMMER NOTES:
FLAG PERSON SELECTED AT IN05 AS ‘SECONDARY FILER ON JOINT
FEDERAL TAX RETURN’.

Roster Details
Title:

RU_Members_1

Col #

Header

Instructions

NAME

Display RU member's first, middle, and last names
PERS.FULLNAME

1

Roster Definition:
This item displays RU-MEMBERS-ROSTER for selection.
Roster Behavior:
1. Select allowed.
2. Multiple select, add, delete, and edit disallowed
3. Display ‘PERSON NOT IN RU’ as the last entry on the roster.
Roster Filter:
Display all RU members who meet the following conditions:
- Person is a current RU member (includes deceased and
institutionalized members)
5

Income (IN) Section
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- Person is not already flagged as a ‘PRIMARY FILER ON FEDERAL
TAX RETURN’
- Person is not already flagged as a ‘SECONDARY FILER ON
FEDERAL TAX RETURN’

IN06

Help Enabled (IN06Help)

Variable Name
PRND.CLAIMDEP

Comment Enabled

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Label
CLAIM DEPENDENTS ON FED TAX RETURN

Size
2

{PERSON'S FIRST MIDDLE AND LAST NAME}
{Did/Will} (PERSON) claim any dependents on (PERSON)’s Federal tax
return?
YES
NO

1
2

{IN07}
{IN09}

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Refused
Don't Know

RF
DK

{IN09}
{IN09}

HELP AVAILABLE FOR DEFINITION OF DEPENDENTS.
DISPLAY INSTRUCTIONS:
DISPLAY ‘Did’ IF IN02 IS CODED ‘1’ (YES).
IN03 IS CODED ‘1’ (YES).

6

DISPLAY ‘Will’ IF

Income (IN) Section
Beta

IN07

Help Enabled

Comment Enabled

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Variable Name
PRND.TAXYEAR

TAX YEAR

Label

Size
4

PTOP.DEPREL
PRND.DEPINRU

PERS TO PERS DEPENDENT RELATIONSHIP
DEPENDENTS IN/OUT OF RU

2
2

PRND.DEPENDNT

PERSON IS FLAGGED AS DEPENDENT

2

{PERSON'S FIRST MIDDLE AND LAST NAME}
Who {is/will be} listed as (PERSON)’s dependents?
[First Name, [Middle Name], Last name]
[First Name, [Middle Name], Last name]
[First Name, [Middle Name], Last name]

{BOX_IN07}

DISPLAY INSTRUCTIONS:
DISPLAY ‘is’ IF IN02 IS CODED ‘1’ (YES).
IN03 IS CODED ‘1’ (YES).

DISPLAY ‘will be’ IF

Roster Details
Title:

RU_Members_1

Col #

Header

Instructions

NAME

Display RU member's first, middle, and last names
PERS.FULLNAME

1

Roster Definition:
This item displays RU-MEMBERS-ROSTER for selection.
Roster Behavior:
1. Multiple select allowed.
2. Add, delete, and edit disallowed
3. Display ‘PERSON(S) NOT IN RU’ as the last entry on the
roster.
Roster Filter:
Display all RU members who meet the following conditions:
- Person is a current RU member (includes deceased and
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Income (IN) Section
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institutionalized members)
- Person is not currently being looped on.

BOX_IN07
IF ‘PERSON(S) NOT IN RU’ SELECTED AT IN07, CONTINUE WITH IN08
OTHERWISE, GO TO IN09

IN08

Help Enabled (IN08Help)

Variable Name
PRND.DEPOUTSD

Comment Enabled

Jump Back Enabled

Label
HOW MANY DEPENDENTS LIVE OUTSIDE RU

Size
3

{PERSON'S FIRST MIDDLE AND LAST NAME}
How many of the dependents that are being claimed on (PERSON)’s Federal
income tax return live outside of this household?
NUMBER OF _______
DEPENDENTS:

{IN09}

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Refused
Don't Know

RF
DK

{IN09}
{IN09}

HELP AVAILABLE FOR DEFINITION OF HOUSEHOLD.

Soft CHECK:
SOFT RANGE CHECK:

1-10

8

Income (IN) Section
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IN09

Help Enabled

Variable Name
PRND.TAXFORM

Comment Enabled

Jump Back Enabled

Label

Size
2

WHAT FORM WILL PERSON FILE ON

{PERSON'S FIRST MIDDLE AND LAST NAME}
{Did/Will} (PERSON) file on the long form (1040), the short form 1040A, or the
short form 1040EZ?
LONG FORM 1040
SHORT FORM 1040A

1
2

{IN10}
{IN17}

SHORT FORM 1040EZ
OTHER

3
91

{END_LP01}
{IN10}

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Refused
Don't Know

RF
DK

DISPLAY INSTRUCTIONS:
DISPLAY ‘Did’ IF IN02 IS CODED ‘1’ (YES).
IN03 IS CODED ‘1’ (YES).

9

{END_LP01}
{END_LP01}

DISPLAY ‘Will’ IF

Income (IN) Section
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IN10

Help Enabled (IN10Help)

Variable Name
PRND.DEDUCTNS

Comment Enabled

Jump Back Enabled

Label

Size
2

ITEMIZE OR STANDARD DEDUCTION

{PERSON'S FIRST MIDDLE AND LAST NAME}
{Did/Will} (PERSON) itemize deductions or take the standard deduction?
IF TAX FORM IS AVAILABLE, HAVE RESPONDENT REFER TO FORM
1040, SCHEDULE A, LINE 28 (ITEMIZED DEDUCTIONS) OR LINE 39
(SCHEDULE A IS NOT COMPLETED) (STANDARD DEDUCTION) TO
DETERMINE THE TYPE OF DEDUCTION.
ITEMIZED DEDUCTIONS
STANDARD DEDUCTION

1
2

{IN14}
{END_LP01}

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Refused
Don't Know

RF
DK

{END_LP01}
{END_LP01}

HELP AVAILABLE FOR DEFINITION OF ITEMIZED AND STANDARD
DEDUCTIONS.
DISPLAY INSTRUCTIONS:
DISPLAY ‘Did’ IF IN02 IS CODED ‘1’ (YES).
IN03 IS CODED ‘1’ (YES).

10

DISPLAY ‘Will’ IF

Income (IN) Section
Beta

IN14

Help Enabled

Variable Name
PRND.TOTDED

Comment Enabled

Jump Back Enabled

Label
TOTAL OF ALL ITEMIZED DEDUCTIONS

Size
9

{PERSON'S FIRST MIDDLE AND LAST NAME}
About how much {was/will be} the total of all the itemized deduction
expenses?
IF TAX FORM IS AVAILABLE, HAVE RESPONDENT REFER TO
FORM 1040, SCHEDULE A, LINE 28 FOR AMOUNT.
AMOUNT:$ _______

{IN15}

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Refused
Don't Know

RF
DK

DISPLAY INSTRUCTIONS:
DISPLAY ‘was’ IF IN02 IS CODED ‘1’ (YES).
IF IN03 IS CODED ‘1’ (YES).

{IN15}
{IN15}

DISPLAY ‘will be’

PROGRAMMER NOTES:
BEGINNING IN PANEL 12 ROUND 3, PRE-FILL CENTS DIGITS WITH '00'
SO THAT FIELD ACCEPTS WHOLE DOLLAR AMOUNT ONLY.

Soft CHECK:
SOFT RANGE CHECK:

0-200,000

11

Income (IN) Section
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IN15

Help Enabled (IN15Help)

Variable Name
PRND.CLMHIP

Comment Enabled

Jump Back Enabled

Label
CLAIM DEDUCTION FOR HEALTH INS PREMIUMS

Size
2

{PERSON'S FIRST MIDDLE AND LAST NAME}
{Did/Will} (PERSON) claim a deduction for health insurance premiums?
IF TAX FORM IS AVAILABLE, HAVE RESPONDENT REFER TO
FORM 1040, LINE 31.
YES
NO

1
2

{IN17}
{IN17}

NOT APPLICABLE

3

{IN17}

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Refused
Don't Know

RF
DK

{IN17}
{IN17}

HELP AVAILABLE FOR DEFINITION OF HEALTH INSURANCE
DEDUCTION.
DISPLAY INSTRUCTIONS:
DISPLAY ‘Did’ IF IN02 IS CODED ‘1’ (YES).
IN03 IS CODED ‘1’ (YES).

12

DISPLAY ‘Will’ IF

Income (IN) Section
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IN17

Help Enabled (IN17Help)

Variable Name
PRND.EICREDIT

Comment Enabled

Jump Back Enabled

Label

Size
2

RECEIVE EARNED INCOME CREDITS

{PERSON'S FIRST MIDDLE AND LAST NAME}
{Did/Will} (PERSON) receive earned income credits?
IF TAX FORM IS AVAILABLE, HAVE RESPONDENT REFER TO
FORM 1040, LINE 65a
FORM 1040A, LINE 41a.
YES
NO

1
2

{END_LP01}
{END_LP01}

NOT APPLICABLE

3

{END_LP01}

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Refused

RF

{END_LP01}

Don't Know

DK

{END_LP01}

HELP AVAILABLE FOR DEFINITION OF EARNED INCOME CREDITS.
DISPLAY INSTRUCTIONS:
DISPLAY ‘Did’ IF IN02 IS CODED ‘1’ (YES).
IN03 IS CODED ‘1’ (YES).

DISPLAY ‘Will’ IF

END_LP01
CYCLE ON NEXT PERSON ON THE RU-MEMBERS-ROSTER WHO MEETS THE CONDITIONS
STATED IN THE LOOP DEFINITION
IF NO OTHER PERSONS MEET THE STATED CONDITIONS, END LOOP_01 AND CONTINUE
WITH LOOP_02

13

Income (IN) Section
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LOOP_02
FOR EACH ELEMENT IN THE RU-MEMBERS-ROSTER, ASK BOX_01A - END_LP02
LOOP DEFINITION: LOOP_02 COLLECTS INFORMATION ON TAXABLE INCOME FOR EACH
RU MEMBER WHO IS 16 YEARS OF AGE OR OLDER OR HAS FILED OR WILL FILE A
FEDERAL TAX RETURN FOR THIS CALENDAR YEAR. THIS LOOP CYCLES ON EACH
PERSON ON THE RU-MEMBERS-ROSTER WHO MEETS THE FOLLOWING CONDITION:
- PERSON IS A CURRENT RU MEMBER (INCLUDES DECEASED AND INSTITUTIONALIZED
RU MEMBERS)

BOX_01A
IF PERSON BEING LOOPED ON IS FLAGGED AS A ‘PRIMARY FILER ON FEDERAL TAX
RETURN’, GO TO IN18
IF PERSON BEING LOOPED ON IS FLAGGED AS A ‘SECONDARY FILER ON A JOINT
FEDERAL TAX RETURN’, GO TO END_LP02
OTHERWISE (I.E., PERSON IS NOT FLAGGED AS EITHER ‘PRIMARY FILER ON FEDERAL
TAX RETURN’ OR A ‘SECONDARY FILER ON A JOINT FEDERAL TAX RETURN’, THAT IS,
IN03 IS CODED ‘2’ (NO), ‘RF’ (REFUSED) OR ‘DK’ (DON’T KNOW)), CONTINUE
WITH BOX_01B

BOX_01B
IF PERSON BEING LOOPED ON IS 16 YEARS OF AGE OR OLDER (OR IN AGE
CATEGORIES 4-9), CONTINUE WITH IN18
OTHERWISE (I.E., PERSON IS LESS THAN 16 YEARS OF AGE (OR IN AGE CATEGORIES
1-3) AND IN03 IS CODED ‘2’ (NO), ‘RF’ (REFUSED), OR ‘DK’ (DON’T KNOW)), GO
T
NOTE: THE PURPOSE OF BOX_01A AND BOX_01B IS TO SKIP OUT PERSONS ALREADY
FLAGGED AS SECONDARY FILERS AND PERSONS YOUNGER THAN 16 YEARS OF AGE WHO
HAVE NOT ALREADY REPORTED THAT THEY HAVE FILED OR WILL FILE A FEDERAL
INCOME TAX RETURN.
NOTE: PERSONS REPORTING THAT THEY HAVE FILED OR WILL FILE A 1040A SHORT
FORM (IN09=2) OR A 1040EZ FORM (IN09=3) RECEIVE THE WAGES, INTEREST,
DIVIDENDS, IRA, PENSIONS, UNEMPLOYMENT, AND SOCIAL SECURITY TAXABLE INCOME
ITEMS.
PERSONS REPORTING THAT THEY HAVE FILED OR WILL FILE A 1040 LONG FORM,
OTHER TYPE OF FORM, OR REFUSED OR DON’T KNOW THE TYPE OF FORM (IN09=1, 91,
RF, DK) RECEIVE ALL THE TAXABLE INCOME QUESTIONS.
PERSONS REPORTING THAT THEY HAVE NOT FILED AND WILL NOT FILE ANY FEDERAL
TAX RETURN (IN03=2, RF, DK) AND ARE 16 YEARS OF AGE OR OLDER ALSO RECEIVE
ALL THE TAXABLE INCOME QUESTIONS.

14

Income (IN) Section
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IN18

Help Enabled (IN18Help)

Variable Name
PRND.WAGEAMT

Comment Enabled

Jump Back Enabled

Label

Size
9

MONEY FROM WAGES OR SALARY

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}
{People get money from many different sources, such as wages and salaries,
social security, and interest on savings. The next few questions ask about
different sources of income that (READ NAME(S) ABOVE) received in
{YEAR}. It would be useful to have out any tax materials that you may have.}
{Now let’s talk about (READ NAME(S) ABOVE).}
During {YEAR}, how much money did (READ NAME(S) ABOVE) receive from
wages or salary, tips, commissions, or bonuses?
IF TAX FORM IS AVAILABLE, HAVE RESPONDENT REFER TO
FORM 1040, LINE 7
FORM 1040A, LINE 7
FORM 1040EZ, LINE 1.
AMOUNT: $ _______

{BOX_IN18}

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Refused
Don't Know

RF
DK

{IN19}
{IN18A}

HELP AVAILABLE FOR DESCRIPTION OF AMOUNTS TO INCLUDE.

15

Income (IN) Section
Beta
DISPLAY INSTRUCTIONS:
DISPLAY ‘People get money from many different sources, such as
wages and salaries, social security, and interest on savings.
The next few questions ask about different sources of income
that (READ NAME(S) ABOVE) received in {YEAR}. It would be
useful to have out any tax materials that you may have.’ IF
FIRST CYCLE THROUGH LOOP_02. OTHERWISE, USE NULL DISPLAY.
DISPLAY ‘Now let’s talk about (READ NAME(S) ABOVE): IF NOT
FIRST CYCLE THROUGH LOOP_02. IF FIRST CYCLE THROUGH LOOP_02,
USE A NULL DISPLAY.
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE PERSON’S NAME
SELECTED AT IN05 DURING LOOP_01 FOR THE PRIMARY FILER
CURRENTLY BEING ASKED ABOUT. IF IN05 WAS NOT ASKED IN LOOP_01
FOR THIS PERSON, USE A NULL DISPLAY.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
PROGRAMMER NOTES:
BEGINNING IN PANEL 12 ROUND 3, PRE-FILL CENTS DIGITS WITH '00'
SO THAT FIELD ACCEPTS WHOLE DOLLAR AMOUNT ONLY.

Soft CHECK:
SOFT RANGE CHECK:

0-300,000

BOX_IN18
IF AMOUNT OTHER THAN ZERO ENTERED AT IN18 AND IN04 IS CODED ‘2’ (MARRIED
FILING JOINT RETURN), CONTINUE WITH IN18OV
OTHERWISE, GO TO IN19

16

Income (IN) Section
Beta

IN18OV

Help Enabled (IN18Help)

Variable Name
PRND.WAGEPR1

Comment Enabled

Jump Back Enabled

Label
WHAT % OF WAGES RECV'D BY PRIMARY FILER

Size
3

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}
What percentage of this amount was received by (PRIMARY FILER)?
PERCENT: _______

{IN19}

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Refused
Don't Know

Hard CHECK:
RANGE CHECK:

RF
DK

0-100

17

{IN19}
{IN19}

Income (IN) Section
Beta

IN18A

Help Enabled

Variable Name
PRND.WAGERANG

Comment Enabled

Jump Back Enabled

Label
ESTIMATE OF WAGE RANGE - P12 & UP

Size

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}
SHOW CARD IN-1.
Looking at this card, which range best estimates how much money was
received [from wages or salary, tips, commissions, or bonuses in {YEAR}]?
1 - 5,000

1

{IN19}

5001 - 10,000

2

{IN19}

10,001 - 15,000
15,001 - 25,000

3
4

{IN19}
{IN19}

25,001 - 50,000
50,001 - 100,000

5
6

{IN19}
{IN19}

100,001 OR MORE

7

{IN19}

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Refused
Don't Know

RF
DK

{IN19}
{IN19}

DISPLAY INSTRUCTIONS:
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE PERSON’S NAME
SELECTED AT IN05 DURING LOOP_01 FOR THE PRIMARY FILER
CURRENTLY BEING ASKED ABOUT. IF IN05 WAS NOT ASKED IN LOOP_01
FOR THIS PERSON, USE A NULL DISPLAY.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

18

Income (IN) Section
Beta

IN19

Help Enabled (IN19Help)

Variable Name
PRND.INTRAMT

Comment Enabled

Jump Back Enabled

Label

Size
9

INTEREST FROM SAVINGS

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}
During {YEAR}, how much did (READ NAME(S) ABOVE) receive in interest
from savings accounts, bonds, NOW accounts, money market accounts, or
similar types of investments?
{IF NECESSARY, SAY: If any interest from a joint account, include only the
amount that would be (READ NAME(S) ABOVE)’s portion.}
IF TAX FORM IS AVAILABLE, HAVE RESPONDENT REFER TO
FORM 1040, LINE 8a
FORM 1040A, LINE 8a
FORM 1040EZ, LINE 2.
AMOUNT: $ _______

{IN20}

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Refused

RF

{IN20}

Don't Know

DK

{IN19A}

HELP AVAILABLE FOR DESCRIPTION OF AMOUNTS TO INCLUDE.
DISPLAY INSTRUCTIONS:
DISPLAY ‘IF NECESSARY, SAY ... ABOVE).’ IF IN04 IS NOT CODED
‘2’ (MARRIED, FILING JOINT RETURN OR IF IN04 WAS NOT ASKED. IF
IN04 IS CODED ‘2’ (MARRIED, FILING JOINT RETURN), USE A NULL
DISPLAY.
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE PERSON’S NAME
SELECTED AT IN05 DURING LOOP_01 FOR THE PRIMARY FILER
CURRENTLY BEING ASKED ABOUT. IF IN05 WAS NOT ASKED IN LOOP_01
FOR THIS PERSON, USE A NULL DISPLAY.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
PROGRAMMER NOTES:
BEGINNING IN PANEL 12 ROUND 3, PRE-FILL CENTS DIGITS WITH '00'
SO THAT FIELD ACCEPTS WHOLE DOLLAR AMOUNT ONLY.

19

Income (IN) Section
Beta
Soft CHECK:
SOFT RANGE CHECK:

0-100,000

20

Income (IN) Section
Beta

IN19A

Help Enabled

Variable Name
PRND.INTRSTRC

Comment Enabled

Jump Back Enabled

Label
ESTIMATE OF INTEREST RECEIVED - P12 & UP

Size

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}
SHOW CARD IN-1.
Looking at this card, which range best estimates how much money was
received [in interest from savings accounts, bonds, NOW accounts, money
market accounts, or similar types of investments in {YEAR}]?
1 - 100

1

{IN20}

101 - 500

2

{IN20}

501 - 1,000
1001 - 5,000

3
4

{IN20}
{IN20}

5001 - 15,000
15,001 OR MORE

5
6

{IN20}
{IN20}

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Refused
Don't Know

RF
DK

{IN20}
{IN20}

DISPLAY INSTRUCTIONS:
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE PERSON’S NAME
SELECTED AT IN05 DURING LOOP_01 FOR THE PRIMARY FILER
CURRENTLY BEING ASKED ABOUT. IF IN05 WAS NOT ASKED IN LOOP_01
FOR THIS PERSON, USE A NULL DISPLAY.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

21

Income (IN) Section
Beta

IN20

Help Enabled (IN20Help)

Variable Name
PRND.DIVDAMT

Comment Enabled

Jump Back Enabled

Label
AMOUNT RECEIVED FROM DIVIDENDS

Size
9

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}
During {YEAR}, how much money did (READ NAME(S) ABOVE) receive from
dividends?
{IF NECESSARY, SAY: If any dividends from a joint source, include only the
amount that would be (READ NAME(S) ABOVE)’s portion.}
IF TAX FORM IS AVAILABLE, HAVE RESPONDENT REFER TO
FORM 1040, LINE 9a
FORM 1040A, LINE 9a.
AMOUNT: $ _______

{BOX_02A}

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Refused
Don't Know

RF
DK

{BOX_02A}
{IN20A}

HELP AVAILABLE FOR DEFINITION OF DIVIDENDS.
DISPLAY INSTRUCTIONS:
DISPLAY ‘IF NECESSARY, SAY: ... PORTION).’ IF IN04 IS NOT
CODED ‘2’ (MARRIED, FILING JOINT RETURN) OR IF IN04 WAS NOT
ASKED. IF IN04 IS CODED ‘2’ (MARRIED, FILING JOINT RETURN),
USE A NULL DISPLAY.
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE PERSON’S NAME
SELECTED AT IN05 DURING LOOP_01 FOR THE PRIMARY FILER
CURRENTLY BEING ASKED ABOUT. IF IN05 WAS NOT ASKED IN LOOP_01
FOR THIS PERSON, USE A NULL DISPLAY.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
PROGRAMMER NOTES:
BEGINNING IN PANEL 12 ROUND 3, PRE-FILL CENTS DIGITS WITH '00'
SO THAT FIELD ACCEPTS WHOLE DOLLAR AMOUNT ONLY.

Soft CHECK:
SOFT RANGE CHECK

0 100 000
22

Income (IN) Section
Beta

IN20A

Help Enabled

Variable Name
PRND.DIVDND RC

Comment Enabled

Jump Back Enabled

Label
ESTIMATE OF DIVIDENDS RECV'D - P12 & UP

Size

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}
SHOW CARD IN-1.
Looking at this card, which range best estimates how much money was
received [from dividends in {YEAR}]?

1 - 100

1

{BOX_02A}

101 - 500

2

{BOX_02A}

501 - 1,000
1001 - 5,000

3
4

{BOX_02A}
{BOX_02A}

5001 - 15,000
15,001 OR MORE

5
6

{BOX_02A}
{BOX_02A}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{BOX_02A}
{BOX_02A}

DISPLAY INSTRUCTIONS:
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE PERSON’S NAME
SELECTED AT IN05 DURING LOOP_01 FOR THE PRIMARY FILER
CURRENTLY BEING ASKED ABOUT. IF IN05 WAS NOT ASKED IN LOOP_01
FOR THIS PERSON, USE A NULL DISPLAY.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

23

Income (IN) Section
Beta

BOX_02A
IF IN09 IS CODED ‘2’ (SHORT FORM 1040A), OR ‘3’ (SHORT FORM 1040EZ) GO TO
IN25
OTHERWISE, CONTINUE WITH IN21

24

Income (IN) Section
Beta

IN21

Help Enabled (IN21Help)

Variable Name
PRND.REFDAMT

Comment Enabled

Jump Back Enabled

Label

Size
9

AMOUNT RECEIVED IN REFUNDS

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}
During {YEAR}, how much money did (READ NAME(S) ABOVE) receive from
refunds of state or local income taxes?
{IF NECESSARY, SAY: If any money from a joint return, include only the
amount that would be (READ NAME(S) ABOVE)’s portion.}
IF TAX FORM IS AVAILABLE, HAVE RESPONDENT REFER TO
FORM 1040, LINE 10.
AMOUNT: $ _______

{IN22}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN22}
{IN21A}

HELP AVAILABLE FOR DEFINITION OF INCOME TAX REFUNDS.
DISPLAY INSTRUCTIONS:
DISPLAY ‘IF NECESSARY, SAY ... ABOVE).’ IF IN04 IS NOT CODED
‘2’ (MARRIED, FILING JOINT RETURN) OR IF IN04 WAS NOT ASKED.
IF IN04 IS CODED ‘2’ (MARRIED, FILING JOINT RETURN), USE A
NULL DISPLAY.
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE PERSON’S NAME
SELECTED AT IN05 DURING LOOP_01 FOR THE PRIMARY FILER
CURRENTLY BEING ASKED ABOUT. IF IN05 WAS NOT ASKED IN LOOP_01
FOR THIS PERSON, USE A NULL DISPLAY.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
PROGRAMMER NOTES:
BEGINNING IN PANEL 12 ROUND 3, PRE-FILL CENTS DIGITS WITH '00'
SO THAT FIELD ACCEPTS WHOLE DOLLAR AMOUNT ONLY.

Soft CHECK:
SOFT RANGE CHECK:

0-100,000
25

Income (IN) Section
Beta

IN21A

Help Enabled

Variable Name
PRND.REFUNDRC

Comment Enabled

Jump Back Enabled

Label
ESTIMATE OF REFUNDS RECEIVED - P12 & UP

Size

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}
SHOW CARD IN-1.
Looking at this card, which range best estimates how much money was
received [from refunds of state or local taxes in {YEAR}]?
1 - 100

1

{IN22}

101 - 500

2

{IN22}

501 - 1,000
1,001 - 5,000

3
4

{IN22}
{IN22}

5,001 - 15,000
15,001 OR MORE

5
6

{IN22}
{IN22}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN22}
{IN22}

DISPLAY INSTRUCTIONS:
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE PERSON’S NAME
SELECTED AT IN05 DURING LOOP_01 FOR THE PRIMARY FILER
CURRENTLY BEING ASKED ABOUT. IF IN05 WAS NOT ASKED IN LOOP_01
FOR THIS PERSON, USE A NULL DISPLAY.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

26

Income (IN) Section
Beta

IN22

Help Enabled (IN22Help)

Variable Name
PRND.ALIMAMT

Comment Enabled

Jump Back Enabled

Label

Size
9

AMOUNT RECEIVED FROM ALIMONY

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}
During {YEAR}, how much money did (READ NAME(S) ABOVE) receive from
alimony?
IF TAX FORM IS AVAILABLE, HAVE RESPONDENT REFER TO
FORM 1040, LINE 11.
AMOUNT: $ _______

{IN23}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN23}
{IN22A}

HELP AVAILABLE FOR DEFINITION OF ALIMONY.
DISPLAY INSTRUCTIONS:
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE PERSON’S NAME
SELECTED AT IN05 DURING LOOP_01 FOR THE PRIMARY FILER
CURRENTLY BEING ASKED ABOUT. IF IN05 WAS NOT ASKED IN
LOOP_01 FOR THIS PERSON, USE A NULL DISPLAY.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
PROGRAMMER NOTES:
BEGINNING IN PANEL 12 ROUND 3, PRE-FILL CENTS DIGITS WITH '00'
SO THAT FIELD ACCEPTS WHOLE DOLLAR AMOUNT ONLY.

Soft CHECK:
SOFT RANGE CHECK:

0-100,000

27

Income (IN) Section
Beta

IN22A

Help Enabled

Variable Name
PRND.ALIMNYRC

Comment Enabled

Jump Back Enabled

Label
ESTIMATE OF ALIMONY RECEIVED - P12 & UP

Size

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}
SHOW CARD IN-1.
Looking at this card, which range best estimates how much money was
received [from alimony in {YEAR}]?
1 - 100

1

{IN23}

101 - 500

2

{IN23}

501 - 1,000
1001 - 5,000

3
4

{IN23}
{IN23}

5,001 - 15,000
15,001 OR MORE

5
6

{IN23}
{IN23}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN23}
{IN23}

DISPLAY INSTRUCTIONS:
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE PERSON’S NAME
SELECTED AT IN05 DURING LOOP_01 FOR THE PRIMARY FILER
CURRENTLY BEING ASKED ABOUT. IF IN05 WAS NOT ASKED IN LOOP_01
FOR THIS PERSON, USE A NULL DISPLAY.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

28

Income (IN) Section
Beta

IN23

Help Enabled (IN23Help)

Variable Name
PRND.BUSNAMT

Comment Enabled

Jump Back Enabled

Label
MONEY EARNED OR LOST FROM BUSINESS

Size
9

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}
During {YEAR}, how much money did (READ NAME(S) ABOVE) earn or lose
from (his/her/their) own farm or non-farm business or practice?
{IF NECESSARY, SAY: If any money from a shared business, include only the
amount that would be (READ NAME(S) ABOVE)’s portion.}
IF TAX FORM IS AVAILABLE, HAVE RESPONDENT REFER TO
FORM 1040, LINES 12 AND 18.
AMOUNT: $ _______

{BOX_IN23}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN24}
{IN23A}

HELP AVAILABLE FOR DESCRIPTION OF AMOUNTS TO INCLUDE.
DISPLAY INSTRUCTIONS:
DISPLAY ‘IF NECESSARY, SAY ... ABOVE).’ IF IN04 IS NOT CODED
‘2’ (MARRIED, FILING JOINT RETURN) OR IF IN04 WAS NOT ASKED.
IF IN04 IS CODED ‘2’ (MARRIED, FILING JOINT RETURN), USE A
NULL DISPLAY.
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE PERSON’S NAME
SELECTED AT IN05 DURING LOOP_01 FOR THE PRIMARY FILER
CURRENTLY BEING ASKED ABOUT. IF IN05 WAS NOT ASKED IN LOOP_01
FOR THIS PERSON, USE A NULL DISPLAY.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
PROGRAMMER NOTES:
BEGINNING IN PANEL 12 ROUND 3, PRE-FILL CENTS DIGITS WITH '00'
SO THAT FIELD ACCEPTS WHOLE DOLLAR AMOUNT ONLY.

Soft CHECK:
SOFT RANGE CHECK:

0-300,000
29

Income (IN) Section
Beta

BOX_IN23
IF AMOUNT OTHER THAN ZERO ENTERED AT IN23, CONTINUE WITH IN23OV1
OTHERWISE, GO TO IN24

IN23OV1

Help Enabled (IN23Help)

Variable Name
PRND.BUSNEL

Comment Enabled

Jump Back Enabled

Label

Size
2

BUSINESS EARNED OR LOSS

INTERVIEWER: WAS THE AMOUNT ENTERED EARNINGS OR LOSS?

EARNINGS
LOSS

1
2

{BOX_IN23OV1}
{BOX_IN23OV1}

HELP AVAILABLE FOR DESCRIPTION OF AMOUNTS TO INCLUDE.

BOX_IN23OV1
IF IN04 IS CODED ‘2’ (MARRIED FILING JOINT RETURN), CONTINUE WITH IN23OV2
OTHERWISE, GO TO IN24

30

Income (IN) Section
Beta

IN23OV2

Help Enabled (IN23Help)

Variable Name
PRND.BUSNPRI

Comment Enabled

Jump Back Enabled

Label
% OF AMOUNT EARNED/LOST BY PRIMARY FILER

Size
3

What percentage of this amount was {received/lost} by (PRIMARY FILER)?
PERCENT: _______

{IN24}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN24}
{IN24}

HELP AVAILABLE FOR DESCRIPTION OF AMOUNTS TO INCLUDE.
DISPLAY INSTRUCTIONS:
IF IN23OV1 IS CODED ‘1’ (EARNINGS), DISPLAY ‘received’.
IN23OV1 IS CODED ‘2’ (LOSS), DISPLAY ‘lost’.

Hard CHECK:
RANGE CHECK:

0-100

31

IF

Income (IN) Section
Beta

IN23A

Help Enabled

Variable Name
PRND.BUSNERLS

Comment Enabled

Jump Back Enabled

Label
ESTIMATE OF BUSINESS EARN/LOSS - P12 & UP

Size

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}
SHOW CARD IN-1.
Looking at this card, which range best estimates how much money was
earned or lost [from (his/her/their) own farm or non-farm business or practice
in {YEAR}]?
1 - 100

1

{IN23AOV}

101 - 500
501 - 1,000

2
3

{IN23AOV}
{IN23AOV}

1001 - 5,000
5001 - 15,000

4
5

{IN23AOV}
{IN23AOV}

15,001 OR MORE

6

{IN23AOV}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN24}
{IN24}

DISPLAY INSTRUCTIONS:
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE PERSON’S NAME
SELECTED AT IN05 DURING LOOP_01 FOR THE PRIMARY FILER
CURRENTLY BEING ASKED ABOUT. IF IN05 WAS NOT ASKED IN LOOP_01
FOR THIS PERSON, USE A NULL DISPLAY.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

32

Income (IN) Section
Beta

IN23AOV

Help Enabled

Variable Name
PRND.BUSNEL

Comment Enabled

Jump Back Enabled

Label

Size
2

BUSINESS EARNED OR LOSS

INTERVIEWER: DOES THE RANGE SELECTED REPRESENT EARNINGS
OR LOSS?

EARNINGS
LOSS

1
2

33

{IN24}
{IN24}

Income (IN) Section
Beta

IN24

Help Enabled (IN24Help)

Variable Name
PRND.SALEAMT

Comment Enabled

Jump Back Enabled

Label
GAIN OR LOSS FROM SALE OF PROPERTY

Size
9

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}
During {YEAR}, how much money was (READ NAME(S) ABOVE)’s net gain or
net loss from the sale of property or other assets, including the sale of
(his/her/their) home, if it was taxable?
{IF NECESSARY, SAY: If any money from a shared property or other asset,
include only the amount that would be (READ NAME(S) ABOVE)’s portion.}
IF TAX FORM IS AVAILABLE, HAVE RESPONDENT REFER TO
FORM 1040, LINES 13a & 14.
AMOUNT: $ _______

{BOX_IN24}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN25}
{IN24A}

HELP AVAILABLE FOR DESCRIPTION OF AMOUNTS TO INCLUDE.
DISPLAY INSTRUCTIONS:
DISPLAY ‘IF NECESSARY, SAY ... ABOVE).’ IF IN04 IS NOT CODED
‘2’ (MARRIED, FILING JOINT RETURN) OR IF IN04 WAS NOT ASKED.
IF IN04 IS CODED ‘2’ (MARRIED, FILING JOINT RETURN), USE A
NULL DISPLAY.
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE PERSON’S NAME
SELECTED AT IN05 DURING LOOP_01 FOR THE PRIMARY FILER
CURRENTLY BEING ASKED ABOUT. IF IN05 WAS NOT ASKED IN LOOP_01
FOR THIS PERSON, USE A NULL DISPLAY.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
PROGRAMMER NOTES:
BEGINNING IN PANEL 12 ROUND 3, PRE-FILL CENTS DIGITS WITH '00'
SO THAT FIELD ACCEPTS WHOLE DOLLAR AMOUNT ONLY.

Soft CHECK:
SOFT RANGE CHECK

0 300 000
34

Income (IN) Section
Beta

BOX_IN24
IF AMOUNT OTHER THAN ZERO ENTERED AT IN24, CONTINUE WITH IN24OV
OTHERWISE, GO TO IN25

IN24OV

Help Enabled (IN24Help)

Variable Name
PRND.SALEGL

Comment Enabled

Jump Back Enabled

Label

Size
2

SALE GAIN OR LOSS

INTERVIEWER: WAS THE AMOUNT ENTERED A NET GAIN OR A NET
LOSS?

NET GAIN
NET LOSS

1
2

{IN25}
{IN25}

HELP AVAILABLE FOR DESCRIPTION OF AMOUNTS TO INCLUDE.

35

Income (IN) Section
Beta

IN24A

Help Enabled

Variable Name
PRND.SALEGNLS

Comment Enabled

Jump Back Enabled

Label
ESTIMATE OF SALE GAIN/LOSS - P12 & UP

Size

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}
SHOW CARD IN-1.
Looking at this card, which range best estimates how much money was
earned or lost [from the sale of property or other assets, including the sale of
(his/her/their) home, if it was taxable, in {YEAR}]?
1 - 100

1

{IN24AOV}

101 - 500

2

{IN24AOV}

501 - 1,000
1001 - 5,000

3
4

{IN24AOV}
{IN24AOV}

5001 - 15,000
15,001 OR MORE

5
6

{IN24AOV}
{IN24AOV}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN25}
{IN25}

DISPLAY INSTRUCTIONS:
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE PERSON’S NAME
SELECTED AT IN05 DURING LOOP_01 FOR THE PRIMARY FILER
CURRENTLY BEING ASKED ABOUT. IF IN05 WAS NOT ASKED IN LOOP_01
FOR THIS PERSON, USE A NULL DISPLAY.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

36

Income (IN) Section
Beta

IN24AOV

Help Enabled

Variable Name
PRND.SALEGL

Comment Enabled

Jump Back Enabled

Label

Size
2

SALE GAIN OR LOSS

INTERVIEWER: DOES THE RANGE SELECTED REPRESENT NET GAIN
OR NET LOSS?

NET GAIN
NET LOSS

1
2

37

{IN25}
{IN25}

Income (IN) Section
Beta

IN25

Help Enabled (IN25Help)

Variable Name
PRND.IRASAMT

Comment Enabled

Jump Back Enabled

Label

Size
9

AMT RECEIVED FROM IRA'S

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}
During {YEAR}, how much money did (READ NAME(S) ABOVE) receive from
payments from Individual Retirement Accounts, that is, IRA, Keogh, or 401K
accounts?
IF TAX FORM IS AVAILABLE, HAVE RESPONDENT REFER TO
FORM 1040, LINE 15a
FORM 1040A, LINE 11a.
AMOUNT: $ _______

{IN26}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN26}
{IN25A}

HELP AVAILABLE FOR DEFINITION OF IRA.
DISPLAY INSTRUCTIONS:
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE PERSON’S NAME
SELECTED AT IN05 DURING LOOP_01 FOR THE PRIMARY FILER
CURRENTLY BEING ASKED ABOUT. IF IN05 WAS NOT ASKED IN LOOP_01
FOR THIS PERSON, USE A NULL DISPLAY.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
PROGRAMMER NOTES:
BEGINNING IN PANEL 12 ROUND 3, PRE-FILL CENTS DIGITS WITH '00'
SO THAT FIELD ACCEPTS WHOLE DOLLAR AMOUNT ONLY.

Soft CHECK:
SOFT RANGE CHECK:

0-100,000

38

Income (IN) Section
Beta

IN25A

Help Enabled

Variable Name
PRND.IRAACTRC

Comment Enabled

Jump Back Enabled

Label
ESTIMAT OF IRA, KEOGH, 401K RCVD - P12 & UP

Size

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}
SHOW CARD IN-1.
Looking at this card, which range best estimates how much money was
received [from payments from IRA, Keogh, and 401K accounts in {YEAR}]?
1 - 100

1

{IN26}

101 - 500

2

{IN26}

501 - 1,000
1001 - 5,000

3
4

{IN26}
{IN26}

5001 - 15,000
15,001 OR MORE

5
6

{IN26}
{IN26}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN26}
{IN26}

DISPLAY INSTRUCTIONS:
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE PERSON’S NAME
SELECTED AT IN05 DURING LOOP_01 FOR THE PRIMARY FILER
CURRENTLY BEING ASKED ABOUT. IF IN05 WAS NOT ASKED IN LOOP_01
FOR THIS PERSON, USE A NULL DISPLAY.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

39

Income (IN) Section
Beta

IN26

Help Enabled (IN26Help)

Variable Name
PRND.PENSAMT

Comment Enabled

Jump Back Enabled

Label

Size
9

AMOUNT RECEIVED FROM PENSIONS

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}
During {YEAR}, how much money did (READ NAME(S) ABOVE) receive from
private pensions, military retirement, other Federal government employee
pensions, state or local government employee pensions, or annuities?
IF TAX FORM IS AVAILABLE, HAVE RESPONDENT REFER TO
FORM 1040, LINE 16a
FORM 1040A, LINE 12a.
AMOUNT: $ _______

{BOX_02B}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{BOX_02B}
{IN27}

HELP AVAILABLE FOR DESCRIPTION OF AMOUNTS TO INCLUDE.
DISPLAY INSTRUCTIONS:
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE PERSON’S NAME
SELECTED AT IN05 DURING LOOP_01 FOR THE PRIMARY FILER
CURRENTLY BEING ASKED ABOUT. IF IN05 WAS NOT ASKED IN LOOP_01
FOR THIS PERSON, USE A NULL DISPLAY.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
PROGRAMMER NOTES:
BEGINNING IN PANEL 12 ROUND 3, PRE-FILL CENTS DIGITS WITH '00'
SO THAT FIELD ACCEPTS WHOLE DOLLAR AMOUNT ONLY.

Soft CHECK:
SOFT RANGE CHECK:

0-300,000

40

Income (IN) Section
Beta

IN27

Help Enabled

Variable Name
PRND.PENSRANG

Comment Enabled

Jump Back Enabled

Label
ESTIMATE OF PENSION RANGE – P12 & UP

Size

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}
SHOW CARD IN-1.
Looking at this card, which range best estimates how much money was
received [from private pensions, military retirement, other Federal government
employee pensions, state or local government employee pensions, or
annuities in {YEAR}]?
1 - 5,000

1

{BOX_02B}

5001 - 10,000

2

{BOX_02B}

10,001 - 15,000
15,001 - 25,000

3
4

{BOX_02B}
{BOX_02B}

25,001 - 50,000
50,001 - 100,000

5
6

{BOX_02B}
{BOX_02B}

100,001 OR MORE

7

{BOX_02B}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{BOX_02B}
{BOX_02B}

DISPLAY INSTRUCTIONS:
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE PERSON’S NAME
SELECTED AT IN05 DURING LOOP_01 FOR THE PRIMARY FILER
CURRENTLY BEING ASKED ABOUT. IF IN05 WAS NOT ASKED IN LOOP_01
FOR THIS PERSON, USE A NULL DISPLAY.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

41

Income (IN) Section
Beta

BOX_02B
IF IN09 IS CODED ‘2’ (SHORT FORM 1040A) OR ‘3’
IN30
OTHERWISE, CONTINUE WITH IN28

42

(SHORT FORM 1040EZ), GO TO

Income (IN) Section
Beta

IN28

Help Enabled (IN28Help)

Variable Name
PRND.TRSTAMT

Comment Enabled

Jump Back Enabled

Label
AMT GAINED OR LOST FROM ESTATES OR TRUST

Size
9

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}
During {YEAR}, how much money did (READ NAME(S) ABOVE) receive as a
net gain or loss from estates or trusts, partnerships, S corporations, royalties,
or from rental income?
{IF NECESSARY, SAY: If any money from a joint venture, include only the
amount that would be (READ NAME(S) ABOVE)’s portion.}
IF TAX FORM IS AVAILABLE, HAVE RESPONDENT REFER TO
FORM 1040, LINE 17.
AMOUNT: $ _______

{BOX_IN28}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN30}
{IN28A}

HELP AVAILABLE FOR DESCRIPTION OF AMOUNTS TO INCLUDE.
DISPLAY INSTRUCTIONS:
DISPLAY ‘IF NECESSARY, SAY ... ABOVE).’ IF IN04 IS NOT CODED
‘2’ (MARRIED, FILING JOINT RETURN) OR IF IN04 WAS NOT ASKED.
IF IN04 IS CODED ‘2’ (MARRIED, FILING JOINT RETURN), USE A
NULL DISPLAY.
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE PERSON’S NAME
SELECTED AT IN05 DURING LOOP_01 FOR THE PRIMARY FILER
CURRENTLY BEING ASKED ABOUT. IF IN05 WAS NOT ASKED IN LOOP_01
FOR THIS PERSON, USE A NULL DISPLAY.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
PROGRAMMER NOTES:
BEGINNING IN PANEL 12 ROUND 3, PRE-FILL CENTS DIGITS WITH '00'
SO THAT FIELD ACCEPTS WHOLE DOLLAR AMOUNT ONLY.

Soft CHECK:
SOFT RANGE CHECK

0 300 000
43

Income (IN) Section
Beta

BOX_IN28
IF AMOUNT OTHER THAN ZERO ENTERED AT IN28, CONTINUE WITH IN28OV
OTHERWISE, GO TO IN30

IN28OV

Help Enabled (IN28Help)

Variable Name
PRND.TRSTGL

Comment Enabled

Jump Back Enabled

Label

Size
2

TRUST GAIN OR LOSS

INTERVIEWER: WAS THE AMOUNT ENTERED A NET GAIN OR A NET
LOSS?

NET GAIN
NET LOSS

1
2

{IN30}
{IN30}

HELP AVAILABLE FOR DESCRIPTION OF AMOUNTS TO INCLUDE.

44

Income (IN) Section
Beta

IN28A

Help Enabled

Variable Name
PRND.TRSESTRC

Comment Enabled

Jump Back Enabled

Label
ESTIMATE OF TRUST - ESTATE RECV'D - P12 & UP

Size

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}
SHOW CARD IN-1.
Looking at this card, which range best estimates how much money was
earned or lost [from estates or trusts, partnerships, S corporations, royalties,
or from rental income in {YEAR}]?
1 - 100

1

{IN28AOV1}

101 -500

2

{IN28AOV1}

501 - 1,000
1001 - 5,000

3
4

{IN28AOV1}
{IN28AOV1}

5001 - 15,000
15,001 OR MORE

5
6

{IN28AOV1}
{IN28AOV1}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN30}
{IN30}

DISPLAY INSTRUCTIONS:
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE PERSON’S NAME
SELECTED AT IN05 DURING LOOP_01 FOR THE PRIMARY FILER
CURRENTLY BEING ASKED ABOUT. IF IN05 WAS NOT ASKED IN LOOP_01
FOR THIS PERSON, USE A NULL DISPLAY.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

45

Income (IN) Section
Beta

IN28AOV1

Help Enabled

Variable Name
PRND.TRSTGL

Comment Enabled

Jump Back Enabled

Label

Size
2

TRUST GAIN OR LOSS

INTERVIEWER: DOES THE RANGE SELECTED REPRESENT NET GAIN
OR NET LOSS?

NET GAIN
NET LOSS

1
2

46

{IN30}
{IN30}

Income (IN) Section
Beta

IN30

Help Enabled (IN30Help)

Variable Name
PRND.UNEMAMT

Comment Enabled

Jump Back Enabled

Label
AMUNT RECV'D FROM UNEMPLOYMENT COMP

Size
9

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}
During {YEAR}, how much money did (READ NAME(S) ABOVE) receive from
unemployment compensation?
IF TAX FORM IS AVAILABLE, HAVE RESPONDENT REFER TO
FORM 1040, LINE 19
FORM 1040A, LINE 13
FORM 1040EZ, LINE 3.
AMOUNT: $ _______

{IN31}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN31}
{IN30A}

HELP AVAILABLE FOR DEFINITION OF UNEMPLOYMENT
COMPENSATION.
DISPLAY INSTRUCTIONS:
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE PERSON’S NAME
SELECTED AT IN05 DURING LOOP_01 FOR THE PRIMARY FILER
CURRENTLY BEING ASKED ABOUT. IF IN05 WAS NOT ASKED IN LOOP_01
FOR THIS PERSON, USE A NULL DISPLAY.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
PROGRAMMER NOTES:
BEGINNING IN PANEL 12 ROUND 3, PRE-FILL CENTS DIGITS WITH '00'
SO THAT FIELD ACCEPTS WHOLE DOLLAR AMOUNT ONLY.

Soft CHECK:
SOFT RANGE CHECK:

0-100,000

47

Income (IN) Section
Beta

IN30A

Help Enabled

Variable Name
PRND.UNEMPLRC

Comment Enabled

Jump Back Enabled

Label
ESTMAT OF UNEMPLYMNT CMPNSATN - P12 & UP

Size

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}
SHOW CARD IN-1.
Looking at this card, which range best estimates how much money was
received [from unemployment compensation in {YEAR}]?
1 - 100

1

{IN31}

101 - 500

2

{IN31}

501 - 1,000
1001 - 5,000

3
4

{IN31}
{IN31}

5001 - 15,000
15,001 OR MORE

5
6

{IN31}
{IN31}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN31}
{IN31}

DISPLAY INSTRUCTIONS:
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE PERSON’S NAME
SELECTED AT IN05 DURING LOOP_01 FOR THE PRIMARY FILER
CURRENTLY BEING ASKED ABOUT. IF IN05 WAS NOT ASKED IN LOOP_01
FOR THIS PERSON, USE A NULL DISPLAY.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

48

Income (IN) Section
Beta

IN31

Help Enabled (IN31Help)

Variable Name
PRND.SSECAMT

Comment Enabled

Jump Back Enabled

Label
AMOUNT RECEIVED FROM SOCIAL SECURITY

Size
9

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}
During {YEAR}, how much money did (READ NAME(S) ABOVE) receive from
Social Security and equivalent tier 1 Railroad Retirement benefits?
IF TAX FORM IS AVAILABLE, HAVE RESPONDENT REFER TO
FORM 1040, LINE 20a
FORM 1040A, LINE 14a.
AMOUNT: $ _______

{END_LP02}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{END_LP02}
{IN32}

HELP AVAILABLE FOR DEFINITION OF SOCIAL SECURITY.
DISPLAY INSTRUCTIONS:
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE PERSON’S NAME
SELECTED AT IN05 DURING LOOP_01 FOR THE PRIMARY FILER
CURRENTLY BEING ASKED ABOUT. IF IN05 WAS NOT ASKED IN LOOP_01
FOR THIS PERSON, USE A NULL DISPLAY.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
PROGRAMMER NOTES:
BEGINNING IN PANEL 12 ROUND 3, PRE-FILL CENTS DIGITS WITH '00'
SO THAT FIELD ACCEPTS WHOLE DOLLAR AMOUNT ONLY.

Soft CHECK:
SOFT RANGE CHECK:

0-100,000

49

Income (IN) Section
Beta

IN32

Help Enabled

Variable Name
PRND.SSECRANG

Comment Enabled

Jump Back Enabled

Label
ESTIMATE OF SOCIAL SECURITY - P12 & UP

Size

{PERSON'S FIRST MIDDLE AND LAST NAME} {NAME OF SECONDARY FILER}
SHOW CARD IN-1.
Looking at this card, which range best estimates how much money was
received [from Social Security and equivalent tier 1 Railroad Retirement
benefits in {YEAR}]?
1 - 5,000

1

{END_LP02}

5001 - 10,000

2

{END_LP02}

10,001 - 15,000
15,001 - 25,000

3
4

{END_LP02}
{END_LP02}

25,001 - 50,000
50,001 - 100,000

5
6

{END_LP02}
{END_LP02}

100,001 OR MORE

7

{END_LP02}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{END_LP02}
{END_LP02}

DISPLAY INSTRUCTIONS:
FOR ‘NAME OF SECONDARY FILER’, DISPLAY THE PERSON’S NAME
SELECTED AT IN05 DURING LOOP_01 FOR THE PRIMARY FILER
CURRENTLY BEING ASKED ABOUT. IF IN05 WAS NOT ASKED IN LOOP_01
FOR THIS PERSON, USE A NULL DISPLAY.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

50

Income (IN) Section
Beta

END_LP02
CYCLE ON NEXT PERSON ON THE RU-MEMBERS-ROSTER THAT MEETS THE CONDITIONS
STATED IN THE LOOP DEFINITION.
IF NO OTHER PERSONS MEET THE STATED CONDITIONS, END LOOP_02 AND CONTINUE
WITH IN34

IN34

Help Enabled (IN34Help)

Variable Name
HOME.WORKCOMP

Comment Enabled

Jump Back Enabled

Label
DID ANYONE RECEIVE WORKER'S COMPENSATION

Size
2

During {YEAR}, did anyone in the family receive Worker’s Compensation?
YES

1

NO

2

{IN37}

----------------------------------------------------------------------------------------------------------------------------------

Refused

RF

{IN37}

Don't Know

DK

{IN37}

HELP AVAILABLE FOR DEFINITION OF WORKER’S COMPENSATION.
DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

ROUTING INSTRUCTION:
IF CODED ‘1’ (YES) AND A SINGLE PERSON RU, AUTOMATICALLY CODE
PERSON AS ‘RECEIVED WORKER’S COMPENSATION’ AT IN35 AND GO TO
LOOP_03
IF CODED '1' (YES) AND A MULTI-PERSON RU, CONTINUE WITH IN35

51

Income (IN) Section
Beta

IN35

Help Enabled

Variable Name
PRND.WCOMP

Comment Enabled

Jump Back Enabled

Label

Size
2

RECEIVED WORKER'S COMP

Who received Worker’s Compensation in {YEAR}?
PROBE: Anyone else receive Worker’s Compensation in {YEAR}?
[First Name, [Middle Name], Last name]
[First Name, [Middle Name], Last name]
[First Name, [Middle Name], Last name]

{LOOP_03}

DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

Roster Details
Title:

RU_Members_1

Col #

Header

Instructions

NAME

Display RU member's first, middle, and last names
PERS.FULLNAME

1

Roster Definition:
This item displays RU-MEMBERS-ROSTER for selection.
Roster Behavior:
1. Multiple select allowed.
2. Add, delete, and edit disallowed
Roster Filter:
Display all RU members who meet the following condition:
- Person is a current RU member (includes deceased and
institutionalized members)

52

Income (IN) Section
Beta

LOOP_03
FOR EACH ELEMENT IN THE RU-MEMBERS-ROSTER, ASK IN36 - END_LP03
LOOP DEFINITION: LOOP_03 DETERMINES HOW MUCH MONEY WAS RECEIVED FROM
WORKER’S COMPENSATION FOR RU MEMBERS WHO RECEIVED WORKER’S COMPENSATION IN
THE CALENDAR YEAR. THIS LOOP CYCLES ON EACH PERSON ON THE RU-MEMBERSROSTER WHO MEETS THE FOLLOWING CONDITIONS:
- PERSON IS A CURRENT RU MEMBER (INCLUDES DECEASED AND INSTITUTIONALIZED
RU MEMBERS)
- PERSON RECEIVED WORKER’S COMPENSATION IN THE CALENDAR YEAR (SELECTED AT
IN35)

IN36

Help Enabled

Variable Name
PRND.WCOMPAMT

Comment Enabled

Jump Back Enabled

Label
AMOUNT RECV'D FROM WORKER'S COMPENSATION

Size
9

{PERSON'S FIRST MIDDLE AND LAST NAME}
How much money did (PERSON) receive from Worker’s Compensation [in
{YEAR}]?
AMOUNT: $ _______

{END_LP03}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{END_LP03}
{IN36A}

DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
PROGRAMMER NOTES:
BEGINNING IN PANEL 12 ROUND 3, PRE-FILL CENTS DIGITS WITH '00'
SO THAT FIELD ACCEPTS WHOLE DOLLAR AMOUNT ONLY.

Soft CHECK:
SOFT RANGE CHECK:

0-50,000

53

Income (IN) Section
Beta

IN36A

Help Enabled

Variable Name
PRND.WCMPRANG

Comment Enabled

Jump Back Enabled

Label
ESTIMATE OF WORKERS COMP RECVD - P12 & UP

Size

{PERSON'S FIRST MIDDLE AND LAST NAME}
SHOW CARD IN-1.
Looking at this card, which range best estimates how much money was
received [from Worker’s Compensation in {YEAR}]?
1 - 100

1

{END_LP03}

101 - 500

2

{END_LP03}

501 - 1,000
1001 - 5,000

3
4

{END_LP03}
{END_LP03}

5001 - 15,000
15,001 OR MORE

5
6

{END_LP03}
{END_LP03}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{END_LP03}
{END_LP03}

DISPLAY INSTRUCTIONS:
FOR SPECIFICATION ONLY, 'YEAR' IN PROGRAM IS HARD-CODED. IF
ROUND 3, DISPLAY FIRST YEAR OF PANEL FOR {YEAR}. IF ROUND 5,
DISPLAY SECOND YEAR OF PANEL FOR {YEAR}.

END_LP03
CYCLE ON NEXT PERSON ON THE RU-MEMBERS-ROSTER THAT MEETS THE CONDITIONS
STATED IN THE LOOP DEFINITION.
IF NO OTHER PERSONS MEET THE STATED CONDITIONS, END LOOP_03 AND CONTINUE
WITH IN37

54

Income (IN) Section
Beta

IN37

Help Enabled (IN37Help)

Variable Name
HOME.CHEKSUPL

Comment Enabled

Jump Back Enabled

Label
DID ANYONE RECEIVE CHECK SUPPLEMENTS

Size
2

During {YEAR}, did anyone in the family receive Supplemental Security
Income, also known as S.S.I.?
YES
NO

1
2

{IN41}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN41}
{IN41}

HELP AVAILABLE FOR DEFINITION OF S.S.I.
DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

ROUTING INSTRUCTION:
IF CODED ‘1’ (YES) AND A SINGLE PERSON RU, AUTOMATICALLY CODE
PERSON AS ‘RECEIVED S.S.I.’ AT IN38 AND GO TO LOOP_04
IF CODE '1' (YES) AND A MULTI-PERSON RU, CONTINUE WITH IN38

55

Income (IN) Section
Beta

IN38

Help Enabled

Variable Name
PRND.SSINCOME

Comment Enabled

Jump Back Enabled

Label

Size
2

PERSON RECEIVED SSI

Who received Supplemental Security Income in {YEAR}?
PROBE: Anyone else receive S.S.I. in {YEAR}?
[First Name, [Middle Name], Last name]
[First Name, [Middle Name], Last name]
[First Name, [Middle Name], Last name]

{LOOP_04}

DISPLAY INSTRUCTIONS:
FOR SPECIFICATION ONLY, 'YEAR' IN PROGRAM IS HARD-CODED. IF
ROUND 3, DISPLAY FIRST YEAR OF PANEL FOR {YEAR}. IF ROUND 5,
DISPLAY SECOND YEAR OF PANEL FOR {YEAR}.

Roster Details
Title:

RU_Members_1

Col #

Header

Instructions

NAME

Display RU member's first, middle, and last names
PERS.FULLNAME

1

Roster Definition:
This item displays RU-MEMBERS-ROSTER for selection.
Roster Behavior:
1. Multiple select allowed.
2. Add, delete, and edit disallowed
Roster Filter:
Display all RU members who meet the following condition:
- Person is a current RU member (includes deceased and
institutionalized members)

56

Income (IN) Section
Beta

LOOP_04
FOR EACH ELEMENT IN THE RU-MEMBERS-ROSTER, ASK BOX_03A - END_LP04
LOOP DEFINITION: LOOP_04 DETERMINES HOW MUCH MONEY WAS RECEIVED FROM
SUPPLEMENTAL SECURITY INCOME (S.S.I) FOR RU MEMBERS WHO RECEIVED S.S.I. IN
THE CALENDAR YEAR. THIS LOOP CYCLES ON EACH PERSON ON THE RU-MEMBERSROSTER WHO MEETS THE FOLLOWING CONDITIONS:
- PERSON IS A CURRENT RU MEMBER (INCLUDES DECEASED AND INSTITUTIONALIZED
RU MEMBERS)
- PERSON RECEIVED SUPPLEMENTAL SECURITY INCOME IN THE CALENDAR YEAR
(SELECTED AT IN38)

BOX_03A
IF PERSON IS LESS THAN 65 YEARS OLD OR IN AGE CATEGORIES 1-8, CONTINUE
WITH IN39
OTHERWISE, GO TO IN40A

IN39

Help Enabled

Variable Name
PRND.SSIDISAB

Comment Enabled

Jump Back Enabled

Label
DID PERSON RECEIVE SSI BEC OF DISABILITY

Size
2

{PERSON'S FIRST MIDDLE AND LAST NAME}
Did (PERSON) receive money from Supplemental Security Income because of
(PERSON)’s own disability or for some other reason?
DISABILITY
SOME OTHER REASON

1
2

{IN40A}
{IN40A}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

57

{IN40A}
{IN40A}

Income (IN) Section
Beta

IN40A

Help Enabled

Variable Name
PRND.SSIMNTH

Comment Enabled

Jump Back Enabled

Label
HOW MANY MONTHS DID PERSON RECEIVE SSI

Size
2

{PERSON'S FIRST MIDDLE AND LAST NAME}
For how many months in {YEAR} did (PERSON) receive money from
Supplemental Security Income?
NUMBER OF _______
MONTHS:

{IN40B}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN40B}
{IN40B}

DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

Hard CHECK:
RANGE CHECK:

1-12

58

Income (IN) Section
Beta

IN40B

Help Enabled

Variable Name
PRND.SSIAMT

Comment Enabled

Jump Back Enabled

Label
AVERAGE AMOUNT OF SSI PER MONTH

Size
9

{PERSON'S FIRST MIDDLE AND LAST NAME}
On average, how much money did (PERSON) get per month [from
Supplemental Security Income in {YEAR}]?
AMOUNT: $ _______

{END_LP04}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{END_LP04}
{IN40C}

DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
PROGRAMMER NOTES:
BEGINNING IN PANEL 12 ROUND 3, PRE-FILL CENTS DIGITS WITH '00'
SO THAT FIELD ACCEPTS WHOLE DOLLAR AMOUNT ONLY.

Soft CHECK:
SOFT RANGE CHECK:

0-50,000

59

Income (IN) Section
Beta

IN40C

Help Enabled

Variable Name
PRND.SSIEST

Comment Enabled

Jump Back Enabled

Label
ESTIMATE OF MONTHLY SSI RECEIVED

Size
2

{PERSON'S FIRST MIDDLE AND LAST NAME}
SHOW CARD IN-2.
Looking at this card, which range best estimates how much money was
received per month [from Supplemental Security Income in {YEAR}]?
1 - 250

1

{END_LP04}

251 - 500

2

{END_LP04}

501 - 750
751 - 1,000

3
4

{END_LP04}
{END_LP04}

1,001 OR MORE

5

{END_LP04}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{END_LP04}
{END_LP04}

DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

END_LP04
CYCLE ON NEXT PERSON ON THE RU-MEMBERS-ROSTER THAT MEETS THE CONDITIONS
STATED IN THE LOOP DEFINITION.
IF NO OTHER PERSONS MEET THE STATED CONDITIONS, END LOOP_04 AND CONTINUE
WITH IN41

60

Income (IN) Section
Beta

IN41

Help Enabled (IN41Help)

Variable Name
HOME.PUBASST

Comment Enabled

Jump Back Enabled

Label
DID ANYONE RECEIVE PUBLIC ASSISTANCE

Size
2

{SHOW CARD IN-2A.}
During {YEAR}, did anyone in the family receive any money from public
assistance, such as Temporary Assistance for Needy Families, also known as
TANF {or the program(s) listed on this card}, AFDC or general assistance?
YES
NO

1
2

{IN46}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN46}
{IN46}

HELP AVAILABLE FOR DEFINITION OF PUBLIC ASSISTANCE.
DISPLAY INSTRUCTIONS:
DISPLAY ‘SHOW CARD IN-2A.’ AND ‘or the program(s) listed on
this card’ IF INTERVIEW STATE IS NOT DC, IL, IN, IA, KS, MS,
NE, NV, PA, OK, OR, OR VA. OTHERWISE, USE A NULL DISPLAY.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

ROUTING INSTRUCTION:
IF CODED ‘1’ (YES) AND A SINGLE PERSON RU, AUTOMATICALLY CODE
PERSON AS ‘RECEIVED PUBLIC ASSISTANCE’ AT IN42 AND GO TO
LOOP_05
IF CODED '1' (YES) AND A MULTI-PERSON RU, CONTINUE WITH IN42

61

Income (IN) Section
Beta

IN42

Help Enabled

Variable Name
PRND.CHECK

Comment Enabled

Jump Back Enabled

Label

Size
2

PERSON RECEIVED CHECK

Whose name was on the checks?
PROBE: Does anyone else receive a check from public assistance in their
name?
[First Name, [Middle Name], Last name]
[First Name, [Middle Name], Last name]
[First Name, [Middle Name], Last name]

{LOOP_05}

Roster Details
Title:

RU_Members_1

Col #

Header

Instructions

NAME

Display RU member's first, middle, and last names
PERS.FULLNAME

1

Roster Definition:
This item displays RU-MEMBERS-ROSTER for selection.
Roster Behavior:
1. Multiple select allowed.
2. Add, delete, and edit disallowed
Roster Filter:
Display all RU members who meet the following condition:
- Person is a current RU member (includes deceased and
institutionalized members)

62

Income (IN) Section
Beta

LOOP_05
FOR EACH ELEMENT IN THE RU-MEMBERS-ROSTER, ASK IN43 -END_LP05
LOOP DEFINITION: LOOP_05 DETERMINES WHO WAS COVERED BY PUBLIC ASSISTANCE,
WHETHER ANY OF THE CHECKS INCLUDED MONEY FROM TANF AND HOW MUCH WAS
RECEIVED PER MONTH. THIS LOOP CYCLES ON EACH PERSON ON THE RU-MEMBERSROSTER WHO MEETS THE FOLLOWING CONDITIONS:
- PERSON IS A CURRENT RU MEMBER (INCLUDES DECEASED AND INSTITUTIONALIZED
RU MEMBERS)
- PERSON’S NAME WAS ON THE PUBLIC ASSISTANCE CHECKS (SELECTED AT IN42)

63

Income (IN) Section
Beta

IN43

Help Enabled

Comment Enabled

Variable Name
PRND.COVINRU

Label
CHECK COVERED PERSON IN/OUT OF RU

PTOP.CHECKREL

PERS TO PERS CHECK COVERAGE RELATIONSHIP

Jump Back Enabled

Size
2
2

{PERSON'S FIRST MIDDLE AND LAST NAME}
Sometimes checks from public assistance cover more than one person in the
family, even though only one person’s name is on the check.
Who is covered by (PERSON)’s checks from public assistance?
PROBE: Did (PERSON)’s checks cover anyone else?
[First Name, [Middle Name], Last name]
[First Name, [Middle Name], Last name]
[First Name, [Middle Name], Last name]

{IN44}

Roster Details
Title:

RU_Members_1

Col #

Header

Instructions

NAME

Display RU member's first, middle, and last names
PERS.FULLNAME

1

Roster Definition:
This item displays RU-MEMBERS-ROSTER for selection.
Roster Behavior:
1. Multiple select allowed.
2. Add, delete, and edit disallowed
3. Display ‘PERSON NOT IN RU’ as the 2nd to last entry on the
roster.
4. Display ‘CHECK ONLY COVERS (PERSON) IN HEADER’ as the last
entry on the roster.
Roster Filter:
Display all RU members who meet the following conditions:
- Person is a current RU member (includes deceased and
64

Income (IN) Section
Beta
institutionalized members)
- Person is not selected as receiving his own public
assistance checks; that is person was not selected at IN42

IN44

Help Enabled (IN44Help)

Variable Name
PRND.AFDC_ADC

Comment Enabled

Jump Back Enabled

Label
DID PERS'S CHECK INCLUDE AFDC OR ADC

Size
2

{PERSON'S FIRST MIDDLE AND LAST NAME}
{SHOW CARD IN-2A.}
Did any of (PERSON)’s checks include money from Temporary Assistance for
Needy Families, also known as TANF {or the program(s) listed on this card}?
YES

1

{IN45A}

NO

2

{IN45A}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN45A}
{IN45A}

HELP AVAILABLE FOR DEFINITION OF TANF.
DISPLAY INSTRUCTIONS:
DISPLAY ‘SHOW CARD IN-2A.’ AND ‘or the program(s) listed on
this card’ IF INTERVIEW STATE IS NOT DC, IL, IN, IA, KS, MS,
NE, NV, PA, OK, OR, OR VA. OTHERWISE, USE A NULL DISPLAY.

65

Income (IN) Section
Beta

IN45A

Help Enabled

Variable Name
PRND.CHEKMNTH

Comment Enabled

Jump Back Enabled

Label
HOW MANY MONTHS DID PERS RECEIVE CHECKS

Size
2

{PERSON'S FIRST MIDDLE AND LAST NAME}
For how many months in {YEAR} did (PERSON) receive checks from public
assistance?
NUMBER OF _______
MONTHS:

{IN45B}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN45B}
{IN45B}

DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

Hard CHECK:
RANGE CHECK:

1-12

66

Income (IN) Section
Beta

IN45B

Help Enabled

Variable Name
PRND.CHEKAMT

Comment Enabled

Jump Back Enabled

Label
AVERAGE MONTHLY PUBLIC ASSISTANCE AMT

Size
9

{PERSON'S FIRST MIDDLE AND LAST NAME}
On average, how much money did (PERSON) get per month [from public
assistance in {YEAR}]?
AMOUNT: $ _______

{END_LP05}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{END_LP05}
{IN45C}

DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
PROGRAMMER NOTES:
BEGINNING IN PANEL 12 ROUND 3, PRE-FILL CENTS DIGITS WITH '00'
SO THAT FIELD ACCEPTS WHOLE DOLLAR AMOUNT ONLY.

Soft CHECK:
SOFT RANGE CHECK:

0-50,000

67

Income (IN) Section
Beta

IN45C

Help Enabled

Variable Name
PRND.CHEKEST

Comment Enabled

Jump Back Enabled

Label

Size
2

ESTIMATE OF PUBLIC ASSISTANCE

{PERSON'S FIRST MIDDLE AND LAST NAME}
SHOW CARD IN-2.
Looking at this card, which range best estimates how much money was
received per month [from public assistance in {YEAR}]?
1 - 250

1

{END_LP05}

251 - 500

2

{END_LP05}

501 - 750
751 - 1,000

3
4

{END_LP05}
{END_LP05}

1,001 OR MORE

5

{END_LP05}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{END_LP05}
{END_LP05}

DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

END_LP05
CYCLE ON NEXT PERSON ON THE RU-MEMBERS-ROSTER THAT MEETS THE CONDITIONS
STATED IN THE LOOP DEFINITION.
IF NO OTHER PERSONS MEET THE STATED CONDITIONS, END LOOP_05 AND CONTINUE
WITH IN46

68

Income (IN) Section
Beta

IN46

Help Enabled (IN46Help)

Variable Name
HOME.CHILDSUP

Comment Enabled

Jump Back Enabled

Label
DID ANYONE RECEIVE CHILD SUPPORT

Size
2

During {YEAR}, did anyone in the family receive any money from child
support?
YES
NO

1
2

{IN49}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN49}
{IN49}

HELP AVAILABLE FOR DEFINITION OF CHILD SUPPORT.
DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

ROUTING INSTRUCTION:
IF CODED ‘1’ (YES) AND A SINGLE PERSON RU, AUTOMATICALLY CODE
PERSON AS ‘RECEIVED CHILD SUPPORT’ AT IN47 AND GO TO LOOP_06
IF CODED '1' (YES) AND A MULTI-PERSON RU, CONTINUE WITH IN47

69

Income (IN) Section
Beta

IN47

Help Enabled (IN47Help)

Variable Name
PRND.CHLD

Comment Enabled

Jump Back Enabled

Label

Size
2

PERSON RECEIVED CHILD SUPPORT

Who received child support in {YEAR}?
PROBE: Anyone else receive child support in {YEAR}?
[First Name, [Middle Name], Last name]
[First Name, [Middle Name], Last name]
[First Name, [Middle Name], Last name]

{LOOP_06}

HELP AVAILABLE FOR DESCRIPTION OF WHO TO INCLUDE.
DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

Roster Details
Title:

RU_Members_1

Col #

Header

Instructions

NAME

Display RU member's first, middle, and last names
PERS.FULLNAME

1

Roster Definition:
This item displays RU-MEMBERS-ROSTER for selection.
Roster Behavior:
1. Multiple select allowed.
2. Add, delete, and edit disallowed
Roster Filter:
Display all RU members who meet the following condition:
- Person is a current RU member (includes deceased and
institutionalized members)

70

Income (IN) Section
Beta

LOOP_06
FOR EACH ELEMENT IN THE RU-MEMBERS-ROSTER, ASK IN48A - END_LP06
LOOP DEFINITION: LOOP_06 DETERMINES HOW MUCH MONEY WAS RECEIVED FROM
CHILD SUPPORT FOR RU MEMBERS WHO RECEIVED CHILD SUPPORT IN CALENDAR YEAR.
THIS LOOP CYCLES ON EACH PERSON ON THE RU-MEMBERS-ROSTER WHO MEETS THE
FOLLOWING CONDITIONS:
- PERSON IS A CURRENT RU MEMBER (INCLUDES DECEASED AND INSTITUTIONALIZED
RU MEMBERS)
- PERSON RECEIVED CHILD SUPPORT IN CALENDAR YEAR (SELECTED AT IN47)

IN48A

Help Enabled

Variable Name
PRND.CHLDMNTH

Comment Enabled

Jump Back Enabled

Label
HOW MANY MNTHS DID PERS GET CHILD SUPPRT

Size
2

{PERSON'S FIRST MIDDLE AND LAST NAME}
For how many months in {YEAR} did (PERSON) receive money from child
support?
NUMBER OF _______
MONTHS:

{IN48B}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN48B}
{IN48B}

DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

Hard CHECK:
RANGE CHECK:

1-12

71

Income (IN) Section
Beta

IN48B

Help Enabled

Variable Name
PRND.CHLDAMT

Comment Enabled

Jump Back Enabled

Label

Size
9

AMOUNT OF CHILD SUPPORT

{PERSON'S FIRST MIDDLE AND LAST NAME}
On average, how much money did (PERSON) get per month [from child
support in {YEAR}]?
AMOUNT: $ _______

{END_LP06}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{END_LP06}
{IN48C}

DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
PROGRAMMER NOTES:
BEGINNING IN PANEL 12 ROUND 3, PRE-FILL CENTS DIGITS WITH '00'
SO THAT FIELD ACCEPTS WHOLE DOLLAR AMOUNT ONLY.

Soft CHECK:
SOFT RANGE CHECK:

0-100,000

72

Income (IN) Section
Beta

IN48C

Help Enabled

Variable Name
PRND.CHLDEST

Comment Enabled

Jump Back Enabled

Label

Size
2

ESTIMATE OF CHILD SUPPORT

{PERSON'S FIRST MIDDLE AND LAST NAME}
SHOW CARD IN-2.
Looking at this card, which range best estimates how much money was
received per month [from child support in {YEAR}]?
1 - 250

1

{END_LP06}

251 - 500

2

{END_LP06}

501 - 750
751 - 1,000

3
4

{END_LP06}
{END_LP06}

1,001 OR MORE

5

{END_LP06}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{END_LP06}
{END_LP06}

DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

END_LP06
CYCLE ON NEXT PERSON ON THE RU-MEMBERS-ROSTER THAT MEETS THE CONDITIONS
STATED IN THE LOOP DEFINITION.
IF NO OTHER PERSONS MEET THE STATED CONDITIONS, END LOOP_06 AND CONTINUE
WITH IN49

73

Income (IN) Section
Beta

IN49

Help Enabled (IN49Help)

Variable Name
HOME.VETERAN

Comment Enabled

Jump Back Enabled

Label
DID ANYONE RECEIVE VETERAN'S PAYMENTS

Size
2

Not counting military retirement, during {YEAR}, did anyone in the family
receive any veteran’s payments such as education or disability benefits?
YES
NO

1
2

{IN52}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN52}
{IN52}

HELP AVAILABLE FOR DEFINITION OF VETERAN’S PAYMENTS.
DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

ROUTING INSTRUCTION:
IF CODED ‘1’ (YES) AND A SINGLE PERSON RU, AUTOMATICALLY CODE
PERSON AS ‘RECEIVED VETERAN’S PAYMENTS’ AT IN50 AND GO TO
LOOP_07
IF CODED '1' (YES) AND A MULTI-PERSON RU, CONTINUE WITH IN50

74

Income (IN) Section
Beta

IN50

Help Enabled

Variable Name
PRND.VET

Comment Enabled

Jump Back Enabled

Label
PERSON RECEIVED VETERAN'S PAYMENTS

Size
2

Who received veteran’s payments such as education or disability benefits [in
{YEAR}]?
PROBE: Anyone else receive veteran’s payments in {YEAR}?
[First Name, [Middle Name], Last name]
[First Name, [Middle Name], Last name]
[First Name, [Middle Name], Last name]

{LOOP_07}

DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

Roster Details
Title:

RU_Members_1

Col #

Header

Instructions

NAME

Display RU member's first, middle, and last names
PERS.FULLNAME

1

Roster Definition:
This item displays RU-MEMBERS-ROSTER for selection.
Roster Behavior:
1. Multiple select allowed.
2. Add, delete, and edit disallowed
Roster Filter:
Display all RU members who meet the following condition:
- Person is a current RU member (includes deceased and
institutionalized members)

75

Income (IN) Section
Beta

LOOP_07
FOR EACH ELEMENT IN THE RU-MEMBERS-ROSTER, ASK IN51 - END_LP07
LOOP DEFINITION: LOOP_07 DETERMINES HOW MUCH MONEY WAS RECEIVED FROM
VETERAN’S PAYMENTS FOR RU MEMBERS WHO RECEIVED VETERAN’S PAYMENTS IN THE
CALENDAR YEAR. THIS LOOP CYCLES ON EACH PERSON ON THE RU-MEMBERS-ROSTER
WHO MEETS THE FOLLOWING CONDITIONS:
- PERSON IS A CURRENT RU MEMBER (INCLUDES DECEASED AND INSTITUTIONALIZED
RU MEMBERS)
- PERSON RECEIVED VETERAN’S PAYMENTS IN THE CALENDAR YEAR (SELECTED AT
IN50)

76

Income (IN) Section
Beta

IN51

Help Enabled

Variable Name
PRND.VETAMT

Comment Enabled

Jump Back Enabled

Label

Size
9

AMOUT OF VETERAN PAYMENTS

{PERSON'S FIRST MIDDLE AND LAST NAME}
How much money did (PERSON) receive from veterans payments such as
education or disability benefits in {YEAR}? [Do not include military retirement.]
AMOUNT: $ _______

{END_LP07}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{END_LP07}
{IN51A}

DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
PROGRAMMER NOTES:
BEGINNING IN PANEL 12 ROUND 3, PRE-FILL CENTS DIGITS WITH '00'
SO THAT FIELD ACCEPTS WHOLE DOLLAR AMOUNT ONLY.

Soft CHECK:
SOFT RANGE CHECK:

0-100,000

77

Income (IN) Section
Beta

IN51A

Help Enabled

Variable Name
PRND.VETRNRC

Comment Enabled

Jump Back Enabled

Label
ESTIMATE OF VETERAN'S PAYMNTS - P12 & UP

Size

{PERSON'S FIRST MIDDLE AND LAST NAME}
SHOW CARD IN-1.
Looking at this card, which range best estimates how much money was
received [from veteran’s payments such as education or disability benefits in
{YEAR}]?
1 - 100

1

{END_LP07}

101 - 500

2

{END_LP07}

501 - 1,000
1001 - 5,000

3
4

{END_LP07}
{END_LP07}

5001 - 15,000
15,001 OR MORE

5
6

{END_LP07}
{END_LP07}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{END_LP07}
{END_LP07}

DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

END_LP07
CYCLE ON NEXT PERSON ON THE RU-MEMBERS-ROSTER THAT MEETS THE CONDITIONS
STATED IN THE LOOP DEFINITION.
IF NO OTHER PERSONS MEET THE STATED CONDITIONS, END LOOP_07 AND CONTINUE
WITH IN52

78

Income (IN) Section
Beta

IN52

Help Enabled (IN52Help)

Variable Name
HOME.CASHCONT

Comment Enabled

Jump Back Enabled

Label
DID ANYONE RECEIVE CASH CONTRIBUTIONS

Size
2

Besides what we have already talked about, during {YEAR}, did any one in the
family receive any money from regular cash contributions from people who do
not live in this household?
YES
NO

1
2

{IN55}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN55}
{IN55}

HELP AVAILABLE FOR DESCRIPTION OF REGULAR CASH
CONTRIBUTIONS AND HOUSEHOLD.
DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

ROUTING INSTRUCTION:
IF CODED ‘1’ (YES) AND A SINGLE PERSON RU, AUTOMATICALLY CODE
PERSON AS ‘RECEIVED REGULAR CASH CONTRIBUTIONS FROM OUTSIDE
HOUSEHOLD’ AT IN53 AND GO TO LOOP_08
IF CODED '1' (YES) AND A MULTI-PERSON RU, CONTINUE WITH IN53

79

Income (IN) Section
Beta

IN53

Help Enabled

Variable Name
PRND.CASH

Comment Enabled

Jump Back Enabled

Label
DID PERSON RECEIVE CASH CONTRIBUTIONS

Size
2

Who received regular cash contributions from people who do not live in this
household [in {YEAR}]?
PROBE: Anyone else receive regular cash contributions, in {YEAR}, from
people who do not live here?
[First Name, [Middle Name], Last name]
[First Name, [Middle Name], Last name]
[First Name, [Middle Name], Last name]

{LOOP_08}

DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

Roster Details
Title:

RU_MEMBERS_1

Col #

Header

Instructions

PROGRAMMER
INSTRUCTION

Display RU members' first, middle, and last names
PERS.FULLNAME

1

Roster Definition:
DISPLAY THE RU-MEMBERS-ROSTER FOR SELECTION.
Roster Behavior:
1. MULTIPLE SELECT ALLOWED.
2. ADD, EDIT, AND DELETE DISALLOWED.
Roster Filter:
DISPLAY ALL CURRENT RU MEMBERS (INCLUDING PERSON WHO ARE
DECEASED AND INSTITUTIONALIZED THIS ROUND WHO ARE CURRENT
ROUND 3 MEMBERS.
80

Income (IN) Section
Beta

LOOP_08
FOR EACH ELEMENT IN THE RU-MEMBERS-ROSTER, ASK IN54A - END_LP08
LOOP DEFINITION: LOOP_08 DETERMINES HOW MUCH MONEY WAS RECEIVED FROM
REGULAR CASH CONTRIBUTIONS FROM OUTSIDE THE HOUSEHOLD FOR RU MEMBERS WHO
RECEIVED THESE TYPES OF CONTRIBUTIONS IN THE CALENDAR YEAR. THIS LOOP
CYCLES ON EACH PERSON ON THE RU-MEMBERS-ROSTER WHO MEETS THE FOLLOWING
CONDITIONS:
- PERSON IS A CURRENT RU MEMBER (INCLUDES DECEASED AND INSTITUTIONALIZED
RU MEMBERS)
- PERSON RECEIVED REGULAR CASH CONTRIBUTIONS FROM SOMEONE OUTSIDE OF THE
HOUSEHOLD IN THE CALENDAR YEAR (SELECTED AT IN53)

IN54A

Help Enabled

Variable Name
PRND.CASHMNTH

Comment Enabled

Jump Back Enabled

Label
HOW MANY MNTHS DID PERS GET CASH CONTRIB

Size
2

{PERSON'S FIRST MIDDLE AND LAST NAME}
For how many months in {YEAR} did (PERSON) receive money from regular
cash contributions from people who do not live in this household?
NUMBER OF _______
MONTHS:

{IN54B}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN54B}
{IN54B}

DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

Hard CHECK:
RANGE CHECK:

1-12

81

Income (IN) Section
Beta

IN54B

Help Enabled

Variable Name
PRND.CASHAMT

Comment Enabled

Jump Back Enabled

Label
AVERAGE CASH CONTRIBUTIONS PER MONTH

Size
9

{PERSON'S FIRST MIDDLE AND LAST NAME}
On average, how much money did (PERSON) get per month [from regular
cash contributions from people who do not live in this household, in {YEAR}]?
Amount: $ _______

{END_LP08}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{END_LP08}
{IN54C}

DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
PROGRAMMER NOTES:
BEGINNING IN PANEL 12 ROUND 3, PRE-FILL CENTS DIGITS WITH '00'
SO THAT FIELD ACCEPTS WHOLE DOLLAR AMOUNT ONLY.

Soft CHECK:
SOFT RANGE CHECK:

0-100,000

82

Income (IN) Section
Beta

IN54C

Help Enabled

Variable Name
PRND.CASHEST

Comment Enabled

Jump Back Enabled

Label
ESTIMATE OF MONTHLY CASH CONTRIBUTIONS

Size
2

{PERSON'S FIRST MIDDLE AND LAST NAME}
SHOW CARD IN-2.
Looking at this card, which range best estimates how much money was
received per month [from regular cash contributions from people who do not
live in this household, in {YEAR}]?
1 - 250

1

{END_LP08}

251 - 500

2

{END_LP08}

501 - 750
751 - 1,000

3
4

{END_LP08}
{END_LP08}

1,001 OR MORE

5

{END_LP08}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{END_LP08}
{END_LP08}

DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

END_LP08
CYCLE ON NEXT PERSON ON THE RU-MEMBERS-ROSTER THAT MEETS THE CONDITIONS
STATED IN THE LOOP DEFINITION.
IF NO OTHER PERSONS MEET THE STATED CONDITIONS, END LOOP_08 AND CONTINUE
WITH IN55

83

Income (IN) Section
Beta

IN55

Help Enabled (IN55Help)

Variable Name
HOME.FOODSTMP

Comment Enabled

Jump Back Enabled

Label
DID ANYONE PURCHASE FOOD STAMPS

Size
2

During {YEAR}, did anyone in the family receive food stamps?
YES

1

{IN56}

NO

2

{IN59}

----------------------------------------------------------------------------------------------------------------------------------

Refused

RF

{IN59}

Don't Know

DK

{IN59}

HELP AVAILABLE FOR DEFINITION OF FOOD STAMPS.
DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

84

Income (IN) Section
Beta

IN56

Help Enabled

Variable Name
HOME.FOODMNTH

Comment Enabled

Jump Back Enabled

Label
HOW MANY MONTHS WERE FOOD STAMPS PURCHAS

Size
2

For how many months in {YEAR} were these food stamps received?
MONTHS: _______

{IN58}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN58}
{IN58}

DISPLAY INSTRUCTIONS:
FOR SPECIFICATION ONLY, 'YEAR' IN PROGRAM IS HARD-CODED. IF
ROUND 3, DISPLAY FIRST YEAR OF PANEL FOR {YEAR}. IF ROUND 5,
DISPLAY SECOND YEAR OF PANEL FOR {YEAR}.

Hard CHECK:
RANGE CHECK:

1-12

85

Income (IN) Section
Beta

IN58

Help Enabled

Variable Name
HOME.FOODVALU

Comment Enabled

Jump Back Enabled

Label
WHAT WAS THE MONTHLY VALUE OF THE STAMPS

Size
9

What was the approximate monthly value of the stamps?
AMOUNT: $ _______

{IN59}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN59}
{IN59}

PROGRAMMER NOTES:
BEGINNING IN PANEL 12 ROUND 3, PRE-FILL CENTS DIGITS WITH '00'
SO THAT FIELD ACCEPTS WHOLE DOLLAR AMOUNT ONLY.

Soft CHECK:
SOFT RANGE CHECK:

0-1,000

86

Income (IN) Section
Beta

IN59

Help Enabled (IRS2)

Variable Name
HOME.ICOTHR

Comment Enabled

Jump Back Enabled

Label
HAS ANYONE RECEIVED OTHER INCOME

Size
2

SHOW CARD IN-3.
This card lists some sources of income. Has anyone in the family received
any income, other than income we have already talked about, such as income
from sources listed on this card?
YES
NO

1
2

{LOOP_09}
{BOX_04}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{BOX_04}
{BOX_04}

HELP AVAILABLE FOR DEFINITIONS OF SHOW CARD CATEGORIES.

LOOP_09
FOR EACH OF THE FOLLOWING:
OTHER
OTHER
OTHER
OTHER
OTHER

INCOME
INCOME
INCOME
INCOME
INCOME

SOURCE
SOURCE
SOURCE
SOURCE
SOURCE

CATEGORY
CATEGORY
CATEGORY
CATEGORY
CATEGORY

1
2
3
4
5

ASK IN60 - END_LP09
LOOP DEFINITION: LOOP_09 COLLECTS INFORMATION ABOUT OTHER SOURCES OF
TAXABLE INCOME. THIS LOOP CYCLES ON SOURCES OF TAXABLE INCOME LISTED AT
IN60. THE FIRST CYCLE OF THIS LOOP COLLECTS THE FIRST SOURCE OF TAXABLE
INCOME. SUBSEQUENT CYCLES OF THE LOOP ARE DETERMINED BY THE RESPONSE AT
IN63. IF IN63 IS CODED '1' (YES), THE LOOP CYCLES AGAIN TO COLLECT THE
NEXT SOURCE OF TAXABLE INCOME. IF IN63 IS CODED ‘2’ (NO), ‘RF’ (REFUSED),
OR ‘DK’ (DON’T KNOW), THE LOOP ENDS.

87

Income (IN) Section
Beta

IN60

Help Enabled (IRS2)

Comment Enabled

Jump Back Enabled

Variable Name
HOME.WAGEOTHR

OTHER SOURCE: WAGES OR SALARY

Label

Size
2

HOME.SSECOTHR
HOME.RENTOTHR

INCOME SOURCE: SOCIAL SECURITY
INCOME SOURCE: RENTAL INCOME (OR LOSS)

2
2

HOME.PENSOTHR
HOME.INTROTHR

INCOME SOURCE: PENSIONS
INCOME SOURCE: INTEREST

2
2

HOME.INCMOTHR

INCOME SOURCE: OTHER

2

HOME.FARMOTHR
HOME.DIVDOTHR

INCOME SOURCE: FARM INCOME (OR LOSS)
INCOME SOURCE: DIVIDENDS

2
2

HOME.BUSNOTHR

INCOME SOURCE: BUSINESS INCOME (OR LOSS)

2

SHOW CARD IN-3.
From which of the sources on this card did anyone in the family receive
income [that we have not yet talked about]?
WAGES AND SALARY
FARM INCOME (OR LOSS)

1
2

{BOX_03B}
{BOX_03B}

BUSINESS INCOME (OR LOSS)
SOCIAL SECURITY/RAILROAD
RETIREMENT
PRIVATE, MILITARY, OR GOVERNMENT
PENSIONS
INTEREST

3
4

{BOX_03B}
{BOX_03B}

5

{BOX_03B}

6

{BOX_03B}

DIVIDENDS

7

{BOX_03B}

RENTAL INCOME (OR LOSS)
OTHER SOURCE

8
91

{BOX_03B}
{IN60OV}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{BOX_03B}
{BOX_03B}

HELP AVAILABLE FOR DEFINITIONS OF ANSWER CATEGORIES.

88

Income (IN) Section
Beta

IN60OV

Help Enabled (IRS2)

Variable Name
HOME.INCOMEOS

Comment Enabled

Jump Back Enabled

Label

Size
25

INCOME SOURCE: OTHER SPECIFY

ENTER OTHER: _______________________

{BOX_03B}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{BOX_03B}
{BOX_03B}

HELP AVAILABLE FOR DEFINITIONS OF ANSWER CATEGORIES.

BOX_03B
IF SINGLE PERSON RU, AUTOMATICALLY CODE PERSON AS ‘RECEIVED INCOME FROM
IN60 SOURCE’ AT IN61 AND GO TO IN62. OTHERWISE, CONTINUE WITH IN61

89

Income (IN) Section
Beta

IN61

Help Enabled

Comment Enabled

Jump Back Enabled

Variable Name
PRND.WAGEOTH

Label
PERSON RECEIVED OTHER WAGE INCOME

Size
2

PRND.SSECOTH
PRND.RENTOTH

PERSON RECEIVED OTHER SSEC INCOME
PERSON RECEIVED OTHER RENT INCOME

2
2

PRND.PENSOTH
PRND.INTROTH

PERSON RECEIVED OTHER PENSION INCOME
PERSON RECEIVED OTHER INTEREST INCOME

2
2

PRND.INCMOTH

PERSON RECEIVED OTHER INCOME

2

PRND.FARMONTH
PRND.DIVDOTH

PERSON RECEIVED OTHER FARM INCOME
PERSON RECEIVED OTHER DIVIDEND INCOME

2
2

PRND.BUSNOTH

PERSON RECEIVED OTHER BUSINESS INCOME

2

INCOME SOURCE: {DISPLAY CATEGORY SELECTED AT IN60.........}
Who received income from (INCOME SOURCE) in {YEAR}?
PROBE: Anyone else receive income from (INCOME SOURCE) in {YEAR}?
[First Name, [Middle Name], Last name]
[First Name, [Middle Name], Last name]
[First Name, [Middle Name], Last name]

{IN62}

DISPLAY INSTRUCTIONS:
FOR ‘DISPLAY CATEGORY SELECTED AT IN60.....’, DISPLAY THE
RESPONSE CATEGORY NAME SELECTED AT IN60 DURING THE CURRENT
LOOP.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

Roster Details
Title:

RU_Members_1

Col #

Header

Instructions

NAME

Display RU member's first, middle, and last names
PERS.FULLNAME

1

90

Income (IN) Section
Beta
Roster Definition:
This item displays RU-MEMBERS-ROSTER for selection.
Roster Behavior:
1. Multiple select allowed.
2. Add, delete, and edit disallowed
Roster Filter:
Display all RU members who meet the following condition:
- Person is a current RU member (includes deceased and
institutionalized members)

91

Income (IN) Section
Beta

IN62

Help Enabled

Comment Enabled

Jump Back Enabled

Variable Name
HOME.WAGEAMTO

OTHER WAGE INCOME

Label

Size
9

HOME.SSECAMTO
HOME.RENTAMTO

OTHER SOCIAL SECURITY INCOME
OTHER RENT INCOME

9
9

HOME.PENSAMTO
HOME.INTRAMTO

OTHER PENSION INCOME
OTHER INTEREST INCOME

9
9

HOME.INCMAMTO

OTHER INCOME

9

HOME.FARMAMTO
HOME.DIVDAMTO

OTHER FARM INCOME
OTHER DIVIDEND INCOME

9
9

HOME.BUSNAMTO

OTHER BUSINESS INCOME

9

INCOME SOURCE: {DISPLAY CATEGORY SELECTED AT IN60.........}
What is the total amount received from (INCOME SOURCE), in {YEAR}, for all
of the people just mentioned?
AMOUNT: $ _______

{BOX_IN62}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{IN63}
{IN62A}

DISPLAY INSTRUCTIONS:
FOR ‘DISPLAY CATEGORY SELECTED AT IN60.....’, DISPLAY THE
RESPONSE CATEGORY NAME SELECTED AT IN60 DURING THE CURRENT
LOOP.
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.
PROGRAMMER NOTES:
BEGINNING IN PANEL 12 ROUND 3, PRE-FILL CENTS DIGITS WITH '00'
SO THAT FIELD ACCEPTS WHOLE DOLLAR AMOUNT ONLY.

Soft CHECK:
SOFT RANGE CHECK:

0-100,000

92

Income (IN) Section
Beta

BOX_IN62
IF AMOUNT OTHER THAN ZERO ENTERED AT IN62 AND IN60 IS CODED ‘2’ (FARM
INCOME OR LOSS), ‘3’ (BUSINESS INCOME OR LOSS), ‘8’ (RENTAL INCOME OR
LOSS), OR ‘91’ (OTHER SOURCE), CONTINUE WITH IN62OV
OTHERWISE, GO TO IN63

IN62OV

Help Enabled

Comment Enabled

Jump Back Enabled

Variable Name
HOME.INCMGLO

INCOME NET GAIN OR LOSS

Label

Size
2

HOME.RENTGLO
HOME.BUSNGLO

RENT NET GAIN OR LOSS
BUSINESS NET GAIN OR LOSS

2
2

HOME.FARMGLO

FARM NET GAIN OR LOSS

2

INTERVIEWER: WAS THE AMOUNT ENTERED A NET GAIN OR A NET
LOSS?

NET GAIN
NET LOSS

1
2

93

{IN63}
{IN63}

Income (IN) Section
Beta

IN62A

Help Enabled

Comment Enabled

Jump Back Enabled

Variable Name
HOME.OTHSRCRC

Label
ESTMAT INCOME RCVD OTH BUSINS - P12 & UP

Size
2

HOME.OTHRNTRC
HOME.OTHDVDRC

ESTMAT INCOME RCVD OTH DIVDND - P12 & UP
ESTMAT INCOME RCVD OTH FARM - P12 & UP

2
2

HOME.OTHINTRC
HOME.OTHPENRC

ESTMAT INCOME RCVD OTH SOURCE - P12 & UP
ESTMAT INCOME RCVD OTH INTRST - P12 & UP

2
2

HOME.OTHSSCRC

ESTMAT INCOME RCVD OTH PENSIN - P12 & UP

2

HOME.OTHBSNRC
HOME.OTHFRMRC

ESTMAT INCOME RCVD OTH RENT - P12 & UP
ESTMAT INCOME RCVD OTH SOCSEC - P12 & UP

2
2

HOME.OTHWAGRC

ESTMAT INCOME RCVD OTH WAGE - P12 & UP

2

INCOME SOURCE: {DISPLAY CATEGORY SELECTED AT IN60…….}
SHOW CARD IN-1.
Looking at this card, which range best estimates how much money was
received [from (INCOME SOURCE) in {YEAR}]?
1 - 100
101 - 500
501 - 1,000

1
2
3

{BOX_IN62A}
{BOX_IN62A}
{BOX_IN62A}

1001 -5,000
5001 - 15,000

4
5

{BOX_IN62A}
{BOX_IN62A}

15,001 OR MORE

6

{BOX_IN62A}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{BOX_IN62A}
{BOX_IN62A}

DISPLAY INSTRUCTIONS:
(FOR SPECIFICATION PURPOSES ONLY; CAPI HANDLES AUTOMATICALLY:)
IF ROUND 3, DISPLAY FIRST CALENDAR YEAR OF PANEL FOR {YEAR}.
IF ROUND 5, DISPLAY SECOND CALENDAR YEAR OF PANEL FOR {YEAR}.

94

Income (IN) Section
Beta

BOX_IN62A
IF ‘7’ (REFUSED) OR ‘DK’ (DON’T KNOW) IS NOT CODED AT IN62A AND IN60 IS
CODED ‘2’ (FARM INCOME OR LOSS), ‘3’ (BUSINESS INCOME OR LOSS), ‘8’
(RENTAL INCOME OR LOSS), OR ‘91’ (OTHER SOURCE), CONTINUE WITH IN62AOV
OTHERWISE, GO TO IN63

IN62AOV

Help Enabled

Comment Enabled

Jump Back Enabled

Variable Name
HOME.INCMGLO

INCOME NET GAIN OR LOSS

Label

Size
2

HOME.RENTGLO
HOME.BUSNGLO

RENT NET GAIN OR LOSS
BUSINESS NET GAIN OR LOSS

2
2

HOME.FARMGLO

FARM NET GAIN OR LOSS

2

INTERVIEWER: DOES THE RANGE SELECTED REPRESENT NET GAIN
OR NET LOSS?

NET GAIN
NET LOSS

1
2

95

{IN63}
{IN63}

Income (IN) Section
Beta

IN63

Help Enabled (IRS2)

Comment Enabled

Jump Back Enabled

SHOW CARD IN-3.
Aside from what you already told me about, has anyone in the family received
any other income, such as income from another source listed on this card?
YES

1

{END_LP09}

NO

2

{END_LP09}

----------------------------------------------------------------------------------------------------------------------------------

Refused
Don't Know

RF
DK

{END_LP09}
{END_LP09}

HELP AVAILABLE FOR DEFINITIONS OF SHOW CARD CATEGORIES.

END_LP09
IF IN63 IS CODED '1' (YES), CYCLE TO COLLECT THE NEXT OTHER INCOME
CATEGORY.
OTHERWISE END LOOP_09, AND CONTINUE WITH BOX_04

BOX_04
GO TO NEXT QUESTIONNAIRE SECTION

96


File Typeapplication/pdf
File TitleC:\Documents and Settings\POLACHEK_L\Local Settings\Temporary Internet Files\OLK8\IN (BETA).snp
Authorpolachek_l
File Modified2006-02-20
File Created2006-02-20

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