Addition of 2008 Tax Rebate Questions & Replacement of Health Insurance Questions

2008 Panel of the Survey of Income & Program Participation

SIPP-28004_1

Addition of 2008 Tax Rebate Questions & Replacement of Health Insurance Questions

OMB: 0607-0944

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SIPP-28004

U.S.
D

ENT OF C
TM
O
AR

CE
ER
M
M

EP

4-2008)

U.S. DEPARTMENT OF COMMERCE
U.S CENSUS BUREAU

Survey of Income
and Program
Participation

Field
Representative’s
Flashcard
and
Information
Booklet

USCENSUSBUREAU

(Cut along broken lines)

R

EA
EN
UO
F TH E C

S

BU

US

Economics and Statistics Administration

FLASHCARD INDEX
Flashcard Index
Booklet Instructions
A – Relationship to Reference Person
B – Educational Attainment
C – Race
D – Origin
E – Calendar of Reference Months
F – Types of Assets

H – Sample Medicare Cards
I – Reason Not Covered by Health Insurance
J – Educational Assistance
Wave 1 Topical Module Flashcard
K – Reasons Not at a Paid Job or Business
Respondent Rules
Household Member Summary Table
Privacy Act Statement
Talking Points for Field
Representatives – Uses of SIPP
Elderly Respondents
Low Income Respondents
Wealthy Respondents
Middle Income Respondents
SIPP-28004 (4-2008)

(Cut along broken lines)

G – Types of Assets and Income Sources

BOOKLET INSTRUCTIONS
1. Cards E are reference calendars. You will use a
different Card E for each month you interview. Keep
only the current month reference calendar in your
booklet, and place remaining calendars for future
interview months with your other supplies. Discard
calendars for previous interview months.

(Cut along broken lines)

2. During the interview, you may find it easier to handle
the flashcards if you remove them from the binder.

SIPP-28004 (4-2008)

CARD A

A

RELATIONSHIP TO REFERENCE PERSON
1 – Spouse (Husband or Wife)
2 – Unmarried Partner
3 – Child (Biological, step, or adopted)
4 – Grandchild
5 – Parent (Mother or Father)

7 – Other Relative of Reference Person
(Uncle, Cousin, Mother-in-Law,
Father-in-Law, etc.)
8 – Foster Child
9 – Housemate or Roommate
10 – Roomer or Boarder
11 – Other Non-Relative of Reference Person

SIPP-28004 (4-2008)

(Cut along broken lines)

6 – Brother or Sister

TARJETA A
PARENTESCO CON LA
PERSONA DE REFERENCIA
1 – Cónyuge (Esposo/Esposa)
2 – Compañero(a) sin estar casado(a)
3 – Hijo(a) (biológico(a), hijastro(a),
o adoptivo(a))
4 – Nieto(a)
5 – Padre o Madre
6 – Hermano/Hermana
7 – Otro Pariente de la Persona
de Referencia (tío, primo(a),
suegro, suegra, etc.)
8 – Hijo(a) de crianza
9 – Compañero(a) de
casa/compañero(a) de cuarto
10 – Huésped/Inquilino(a)
11 – Otra persona que no sea un
pariente de la Persona de
Referencia

SIPP-28004 (4-2008)

CARD B
EDUCATIONAL ATTAINMENT
39 – HIGH SCHOOL GRADUATE
(diploma or GED or equivalent)

32 – 1st, 2nd, 3rd, or 4th grade

40 – Some college credit, but less
than 1 year

33 – 5th or 6th grade

41 – I or more years of college, no
degree (regular Jr.
coll./coll./univ.)

34 – 7th or 8th grade

43 – Associate (2-year) college
degree

35 – 9th grade

44 – Bachelor’s degree (for
example: BA, AB, BS)

36 – 10th grade

45 – Master’s degree (for
example: MA, MS, MENG,
Med, MSW, MBA)

37 – 11th grade

46 – Professional School degree
(for example: MD(doctor),
DDS(dentist), JD(lawyer))

38 – 12th grade, no diploma

SIPP-28004 (4-2008)

47 – Doctorate degree (for
example: Ph.D., Ed.D.)

B

(Cut along broken lines)

31 – Less than 1st grade

TARJETA B
NIVEL DE EDUCACION OBTENIDA
31 – Menos del 1er. grado

39 – GRADUADO(A) DE ESCUELA
SECUNDARIA (diploma o
GED o equivalente)

32 – 1ro., 2ndo., 3ro.,
ó 4to. grado

40 – Algunos créditos universitarios,
menos de un año

33 – 5to. ó 6to. grado

41 – Un año o más de universidad,
sin título (colegio
regional/colegio/univ.)
43 – Título Asociado (2 años)

34 – 7mo. u 8vo. grado
44 – Título de Bachiller (por ejemplo:
BA, AB, BS)
35 – 9no. grado

36 – 10mo. grado

45 – Título de Maestría (por ejemplo:
MA, MS, MENG, Med, MSW,
MBA)

37 – 11mo. grado

46 – Título Profesional (por ejemplo:
MD(doctor), DDS(dentista), JD
(abogado))

38 – 12mo. grado, sin
diploma

47 – Título de Doctorado (por
ejemplo: Ph.D., Ed.D.)

SIPP-28004 (4-2008)

CARD C
RACE
CHOOSE ONE OR MORE
1 – White
C

2 – Black or African American
3 – American Indian, or Alaska Native
4 – Asian

(Cut along broken lines)

5 – Native Hawaiian or Other Pacific Islander

SIPP-28004 (4-2008)

TARJETA C
RAZA
ESCOJA UNA O MAS DE UNA

1 – Blanca
2 – Negro o Africano Americano
3 – Indio Americano o Nativo de Alaska
4 – Asiático
5 – Nativo de Hawaii u Otro Isleño del Pacífico

SIPP-28004 (4-2008)

CARD D
ORIGIN
SPANISH, HISPANIC, OR LATINO ORIGIN
1 – Mexican
2 – Mexican-American
3 – Chicano
4 – Puerto Rican

D

5 – Cuban
6 – Cuban-American

(Cut along broken lines)

7 – Other Spanish, Hispanic, or Latino group

SIPP-28004 (4-2008)

TARJETA D
ORIGEN
ORIGEN ESPANOL, HISPANO, O LATINO
1 – Mejicano
2 – Mejicano Americano
3 – Chicano
4 – Puertorriqueño
5 – Cubano
6 – Cubano Americano
7 – Otro grupo Español, Hispano, o Latino

SIPP-28004 (4-2008)

CARD E
SEPTEMBER 2008 INTERVIEW
CALENDAR OF REFERENCE MONTHS
MAY 2008
(4 months ago)
S

M

T

W

JUNE 2008
(3 months ago)

Week
No.

T

F

S

1

2

3

S

M

(1)

1

2

T

Week
No.

W

T

F

S

3

4

5

6

7

5

4

5

6

7

8

9

10

1

8

9

10

11

12

13

14

6

11

12

13

14

15

16

17

2

15

16

17

18

19

20

21

7

18

19

20

21

22

23

24

3

22

23

24

25

26

27

28

8

25

26

27

28

29

30

31

4

29

30

(9)

E

S

M

AUGUST 2008
(1 month ago)

Week
No.

T

W

T

F

S

S

1

2

3

4

5

9

M

T

W

T

Week
No.

F

S

1

2

(13_)

6

7

8

9

10

11

12

10

3

4

5

6

7

8

9

14

13

14

15

16

17

18

19

11

10

11

12

13

14

15

16

15

20

21

22

23

24

25

26

12

17

18

19

20

21

22

23

16

27

28

29

30

31

13

24

25

26

27

28

29

30

17

31

(17)

SEPTEMBER 2008
S

SIPP-28004 (4-2008)

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

(Cut along broken lines)

JULY 2008
(2 months ago)

TARJETA E
ENTREVISTA DE SEPTIEMBRE DE 2008
CALENDARIO DE MESES DE REFERENCIA
MAYO 2008
(hace 4 meses)
D

L

M

M

J

V

JUNIO 2008
(hace 3 meses)

Semana
Núm.

S

1

2

3

Semana
Núm.

D

L

M

M

J

V

S

(1)

1

2

3

4

5

6

7

5

4

5

6

7

8

9

10

1

8

9

10

11

12

13

14

6

11

12

13

14

15

16

17

2

15

16

17

18

19

20

21

7

18

19

20

21

22

23

24

3

22

23

24

25

26

27

28

8

25

26

27

28

29

30

31

4

29

30

JULIO 2008
(hace 2 meses)
D

L

M

M

1

2

J

AGOSTO 2008
(hace 1 mes)

Semana
Núm.

V

S

3

4

5

9

(9)

D

L

M

M

J

V

S

Semana
Núm.

1

2

(13)

6

7

8

9

10

11

12

10

3

4

5

6

7

8

9

14

13

14

15

16

17

18

19

11

10

11

12

13

14

15

16

15

20

21

22

23

24

25

26

12

17

18

19

20

21

22

23

16

27

28

29

30

31

13

24

25

26

27

28

29

30

17

31

(17)

SEPTIEMBRE 2008
D

SIPP-28004 (4-2008)

L

M

M

J

V

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

CARD E
OCTOBER 2008 INTERVIEW
CALENDAR OF REFERENCE MONTHS
JUNE 2008
(4 months ago)
S

M

1

2

8

T

JULY 2008
(3 months ago)

Week
No.

S

M

Week
No.

T

W

T

F

S

1

2

3

4

5

5

7

8

9

10 11

12

6

13

14

15

16

17 18

19

7

4

20

21

22

23

24 25

26

8

(5)

27

28

29

30

31

W

T

F

S

3

4

5

6

7

1

9

10

11

12

13

14

2

6

15

16

17

18

19

20

21

3

22

23

24

25

26

27

28

29

30

9

E

S

M

T

W

T

SEPTEMBER 2008
(1 month ago)

Week
No.

F

S

S

1

2

(9)

M

T

W

Week
No.

T

F

S

1

2

3

4

5

6

14

3

4

5

6

7

8

9

10

7

8

9

10

11

12

13

15

10

11

12

13

14

15

16

11

14

15

16

17

18

19

20

16

17

18

19

20

21

22

23

12

21

22

23

24

25

26

27

17

24

25

26

27

28

29

30

13

28

29

30

31

(17)

(14)
OCTOBER 2008
S

W

T

1

2

3

4

7

8

9

10

11

12

13 14

15

16

17

18

19

20 21

22

23

24

25

26

27 28

29

30

31

5

SIPP-28004 (4-2008)

M

6

T

F

S

(Cut along broken lines)

AUGUST 2008
(2 months ago)

TARJETA E
ENTREVISTA DE OCTUBRE DE 2008
CALENDARIO DE MESES DE REFERENCIA
JUNIO 2008
(hace 4 meses)

JULIO 2008
(hace 3 meses)

Semana
Núm.

D

L

M

M

J

V

S

1

2

3

4

5

5

7

8

9

10

11

12

6

13

14

15

16

17

18

19

7

4

20

21

22

23

24

25

26

8

(5)

27

28

29

30

31

D

L

M

M

J

V

S

1

2

3

4

5

6

7

1

8

9

10

11

12

13

14

2

6

15

16

17

18

19

20

21

3

22

23

24

25

26

27

28

29

30

AGOSTO 2008
(hace 2 meses)
D

L

M

M

J

Semana
Núm.

SEPTIEMBRE 2008
(hace 1 mes)

Semana
Núm.

V

S

1

2

(9)

9

D

Semana
Núm.

L

M

M

J

V

S

1

2

3

4

5

6

14

3

4

5

6

7

8

9

10

7

8

9

10

11

12

13

15

10

11

12

13

14

15

16

11

14

15

16

17

18

19

20

16

17

18

19

20

21

22

23

12

21

22

23

24

25

26

27

17

24

25

26

27

28

29

30

13

28

29

30

(17)

(14)

31

OCTUBRE 2008
D

SIPP-28004 (4-2008)

L

M

M

J

V

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

CARD E
NOVEMBER 2008 INTERVIEW
CALENDAR OF REFERENCE MONTHS

S

M

AUGUST 2008
(3 months ago)

Week
No.

S

T

W

T

F

S

1

2

3

4

5

1

M

T

W

T

Week
No.

F

S

1

2

(5)

5

6

7

8

9

6

10

11 12

13

14

15

16

7

4

17

18 19

20

21

22

23

8

5

24

25 26

27

28

29

30

9

6

7

8

9

10

11

12

2

3

13

14

15

16

17

18

19

3

20

21

22

23

24

25

26

27

28

29

30

31

4

31
SEPTEMBER 2008
(2 months ago)
S

(10)
OCTOBER 2008
(1 month ago)

Week
No.

M

T

W

T

F

S

S

M

1

2

3

4

5

6

10

7

8

9

10

11

12

13

11

5

6

14

15

16

17

18

19

20

12

12

21

22

23

24

25

26

27

13

28

29

30

(14)

T

W

M

T

W

SIPP-28004 (4-2008)

F

S

2

3

4

14

7

8

9

10

11

15

13

14

15

16

17

18

16

19

20

21

22

23

24

25

17

26

27

28

29

30

31

T

F

S
1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

Week
No.

1

NOVEMBER 2008
S

T

E

18

(Cut along broken lines)

JULY 2008
(4 months ago)

TARJETA E
ENTREVISTA DE NOVIEMBRE DE 2008
CALENDARIO DE MESES DE REFERENCIA
JULIO 2008
(hace 4 meses)
D

L

AGOSTO 2008
(hace 3 meses)

Semana
Núm.

M

M

J

V

S

1

2

3

4

5

1

D

L

M

M

J

Semana
Núm.

V

S

1

2

5

6

7

8

9

10

11

12

2

3

4

5

6

7

8

9

6

13

14

15

16

17

18

19

3

10

11

12

13

14

15

16

7

20

21

22

23

24

25

26

4

17

18

19

20

21

22

23

8

27

28

29

30

31

5

24

25

26

27

28

29

30

9

31
SEPTIEMBRE 2008
(hace 2 meses)
D

J

V

S

(10)
OCTUBRE 2008
(hace 1 mes)

Semana
Núm.

L

M

M

D

L

M

1

2

3

4

5

6

10

7

8

9

10

11

12

13

11

5

6

14

15

16

17

18

19

20

12

12

21

22

23

24

25

26

27

13

28

29

30

(14)

M

M

T

W

SIPP-28004 (4-2004)

S

2

3

4

14

7

8

9

10

11

15

13

14

15

16

17

18

16

19

20

21

22

23

24

25

17

26

27

28

29

30

31

T

F

S
1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

V

1

NOVIEMBRE 2008
S

J

Semana
Núm.

18

CARD E
DECEMBER 2008 INTERVIEW
CALENDAR OF REFERENCE MONTHS
AUGUST 2008
(4 months ago)
S

M

T

W

T

SEPTEMBER 2008
(3 months ago)

Week
No.

S

F

S

1

2

(1)

Week
No.

M

T

W

T

F

S

1

2

3

4

5

6

5

3

4

5

6

7

8

9

2

7

8

9

10

11

12

13

6

10

11

12

13

14

15

16

3

14

15

16

17

18

19

20

7

17

18

19

20

21

22

23

4

21

22

23

24

25

26

27

8

24

25

26

27

28

29

30

(5)

28

29

30

(9)

E

31

S

M

T

NOVEMBER 2008
(1 month ago)

Week
No.

W

T

F

S

S

1

2

3

4

9

M

T

W

T

Week
No.

F

S
1

(13)

5

6

7

8

9

10

11

10

2

3

4

5

6

7

8

14

12

13

14

15

16

17

18

11

9

10

11

12

13

14

15

15

19

20

21

22

23

24

25

12

16

17

18

19

20

21

22

16

26

27

28

29

30

31

13

23

24

25

26

27

28

29

17

30

(17)

DECEMBER 2008
S

SIPP-28004 (4-2008)

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

(Cut along broken lines)

OCTOBER 2008
(2 months ago)

TARJETA E
ENTREVISTA DE DICIEMBRE DE 2008
CALENDARIO DE MESES DE REFERENCIA
AGOSTO 2008
(hace 4 meses)
D

L

M

M

J

SEPTIEMBRE 2008
(hace 3 meses)

Semana
Núm.

V

S

1

2

(1)

D

Semana
Núm.

L

M

M

J

V

S

1

2

3

4

5

6

5

3

4

5

6

7

8

9

1

7

8

9

10

11

12

13

6

10

11

12

13

14

15

16

2

14

15

16

17

18

19

20

7

17

18

19

20

21

22

23

3

21

22

23

24

25

26

27

8

24

25

26

27

28

29

30

4

28

29

30

(5)

31
OCTUBRE 2008
(hace 2 meses)
D

(9)

L

M

M

J

V

S

NOVIEMBRE 2008
(hace 1 mes)

Semana
Núm.

1

2

3

4

9

D

L

M

M

J

V

S

Semana
Núm.

1

(13)

5

6

7

8

9

10

11

10

2

3

4

5

6

7

8

14

12

13

14

15

16

17

18

11

9

10

11

12

13

14

15

15

19

20

21

22

23

24

25

12

16

17

18

19

20

21

22

16

26

27

28

29

30

31

13

23

24

25

26

27

28

29

17
(17)

30
DICIEMBRE 2008
D

SIPP-28004 (4-2008)

L

M

M

J

V

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

CARD E
JANUARY 2009 INTERVIEW
CALENDAR OF REFERENCE MONTHS
SEPTEMBER 2008
(4 months ago)
S

OCTOBER 2008
(3 months ago)

Week
No.

S

M

W

T

F

S

1

2

3

4

5

7

8

9

10

11

6

13

14

15

16

17

18

7

19

20

21

22

23

24

25

8

26

27

28

29

30

31

M

T

W

T

F

S

1

2

3

4

5

6

1

7

8

9

10

11

12

13

2

5

6

14

15

16

17

18

19

20

3

12

21

22

23

24

25

26

27

4

28

29

30

(5)

T

Week
No.

9

E

S

M

T

W

T

DECEMBER 2008
(1 month ago)

Week
No.

F

S

S

1

(9)

Week
No.

M

T

W

T

F

S

1

2

3

4

5

6

14

2

3

4

5

6

7

8

10

7

8

9

10

11

12

13

15

9

10

11

12

13

14

15

11

14

15

16

17

18

19

20

16

16

17

18

19

20

21

22

12

21

22

23

24

25

26

27

17

23

24

25

26

27

28

29

13

28

29

30

31

(14)

30

JANUARY 2009
S

SIPP-28004 (4-2008)

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

18

(Cut along broken lines)

NOVEMBER 2008
(2 months ago)

TARJETA E
ENTREVISTA DE ENERO DE 2009
CALENDARIO DE MESES DE REFERENCIA
SEPTIEMBRE 2008
(hace 4 meses)
D

L

OCTUBRE 2008
(hace 3 meses)

Semana
Núm.

M

M

J

V

S

1

2

3

4

5

6

1

7

8

9

10

11

12

13

2

5

6

14

15

16

17

18

19

20

3

12

21

22

23

24

25

26

27

4

28

29

30

(5)

NOVIEMBRE 2008
(hace 2 meses)
D

L

M

M

J

D

M

J

V

S

1

2

3

4

5

7

8

9

10

11

6

13

14

15

16

17

18

7

19

20

21

22

23

24

25

8

26

27

28

29

30

31

S

D

1

(9)

M

9

DICIEMBRE 2008
(hace 1 mes)

Semana
Núm.

V

L

Semana
Núm.

L

Semana
Núm.

M

M

J

V

S

1

2

3

4

5

6

14

2

3

4

5

6

7

8

10

7

8

9

10

11

12

13

15

9

10

11

12

13

14

15

11

14

15

16

17

18

19

20

16

16

17

18

19

20

21

22

12

21

22

23

24

25

26

27

17

23

24

25

26

27

28

29

13

28

29

30

31

J

V

S

1

2

3

(14)

30

ENERO 2009
D

SIPP-28004 (4-2008)

L

M

M

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

18

CARD E
FEBRUARY 2009 INTERVIEW
CALENDAR OF REFERENCE MONTHS

S

M

T

NOVEMBER 2008
(3 months ago)

Week
No.

S

W

T

F

S

1

2

3

4

1

M

T

W

T

Week
No.

F

S
1

(5)

5

6

7

8

9

10

11

2

2

3

4

5

6

7

8

6

12

13

14

15

16

17

18

3

9

10

11

12

13

14

15

7

19

20

21

22

23

24

25

4

16

17

18

19

20

21

22

8

26

27

28

29

30

31

5

23

24

25

26

27

28

29

9

30
DECEMBER 2008
(2 months ago)
S

M

T

(10)
JANUARY 2009
(1 month ago)

Week
No.

W

T

F

S

S

M

T

W

Week
No.

T

F

S

1

2

3

(14)

7

8

9

10

15

1

2

3

4

5

6

10

7

8

9

10

11

12

13

11

4

5

14

15

16

17

18

19

20

12

11

12

13 14

15

16

17

16

21

22

23

24

25

26

27

13

18

19

20 21

22

23

24

17

28

29

30

31

14

25

26

27 28

29

30

31

18

6

FEBRUARY 2009

SIPP-28004 (4-2008)

S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

E

(Cut along broken lines)

OCTOBER 2008
(4 months ago)

TARJETA E
ENTREVISTA DE FEBRERO DE 2009
CALENDARIO DE MESES DE REFERENCIA
OCTUBRE 2008
(hace 4 meses)
D

L

M

NOVIEMBRE 2008
(hace 3 meses)

Semana
Núm.

D

M

J

V

S

1

2

3

4

1

L

M

M

J

Semana
Núm.

V

S
1

(5)

5

6

7

8

9

10

11

2

2

3

4

5

6

7

8

6

12

13

14

15

16

17

18

3

9

10

11

12

13

14

15

7

19

20

21

22

23

24

25

4

16

17

18

19

20

21

22

8

26

27

28

29

30

31

5

23

24

25

26

27

28

29

9

30
DICIEMBRE 2008
(hace 2 meses)
D

(10)
ENERO 2009
(hace 1 mes)

Semana
Núm.

L

M

M

J

V

S

D

L

M

1

2

3

4

5

6

10

7

8

9

10

11

12

13

11

4

5

6

14

15

16

17

18

19

20

12

11

12

21

22

23

24

25

26

27

13

18

28

29

30

31

14

25

J

V

S

1

2

3

(14)

7

8

9

10

15

13

14

15

16

17

16

19

20

21

22

23

24

17

26

27

28

29

30

31

18

FEBRERO 2009
D

SIPP-28004 (4-2008)

L

M

M

J

V

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

M

Semana
Núm.

CARD E
MARCH 2009 INTERVIEW
CALENDAR OF REFERENCE MONTHS
NOVEMBER 2008
(4 months ago)
M

T

W

T

F

S

S
1

(1)

Week
No.

M

T

W

T

F

S

1

2

3

4

5

6

5

2

3

4

5

6

7

8

1

7

8

9

10

11

12

13

6

9

10

11

12

13

14

15

2

14

15

16

17

18

19

20

7

16

17

18

19

20

21

22

3

21

22

23

24

25

26

27

8

23

24

25

26

27

28

29

4

28

29

30

31

(5)

30
JANUARY 2009
(2 months ago)
S

9

M

T

W

E
FEBRUARY 2009
(1 month ago)

Week
No.

T

F

S

1

2

3

Week
No.

S

M

T

W

T

F

S

(9)

1

2

3

4

5

6

7

14

4

5

6

7

8

9

10

10

8

9

10

11

12

13

14

15

11

12

13

14

15

16

17

11

15

16

17

18

19

20

21

16

18

19

20

21

22

23

24

12

22

23

24

25

26

27

28

17

25

26

27

28

29

30

31

13

MARCH 2009

SIPSIPP-28004 (4-2008)

S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

(Cut along broken lines)

S

DECEMBER 2008
(3 months ago)

Week
No.

TARJETA E
ENTREVISTA DE MARZO 2009
CALENDARIO DE MESES DE REFERENCIA
NOVIEMBRE 2008
(hace 4 meses)
D

L

M

M

J

DICIEMBRE 2008
(hace 3 meses)

Semana
Núm.

V

D

S
1

(1)

L

Semana
Núm.

M

M

J

V

S

1

2

3

4

5

6

5

2

3

4

5

6

7

8

1

7

8

9

10

11

12

13

6

9

10

11

12

13

14

15

2

14

15

16

17

18

19

20

7

16

17

18

19

20

21

22

3

21

22

23

24

25

26

27

8

23

24

25

26

27

28

29

4

28

29

30

31

(5)

30
ENERO 2009
(hace 2 meses)
D

9

L

M

M

FEBRERO 2009
(hace 1 mes)

Semana
Núm.

J

V

S

1

2

3

Semana
Núm.

D

L

M

M

J

V

S

(9)

1

2

3

4

5

6

7

14

4

5

6

7

8

9

10

10

8

9

10

11

12

13

14

15

11

12

13

14

15

16

17

11

15

16

17

18

19

20

21

16

18

19

20

21

22

23

24

12

22

23

24

25

26

27

28

17

25

26

27

28

29

30

31

13

MARZO 2009
D

SIPP-28004 (4-2008)

L

M

M

J

V

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

CARD E
APRIL 2009 INTERVIEW
CALENDAR OF REFERENCE MONTHS
DECEMBER 2008
(4 months ago)
S

JANUARY 2009
(3 months ago)

Week
No.

M

T

W

T

F

S

S

M

T

W

1

2

3

4

5

6

1

7

8

9

10

11

12

13

2

4

5

6

14

15

16

17

18

19

20

3

11

12

21

22

23

24

25

26

27

4

18

28

29

30

31

5

25

T

Week
No.

F

S

1

2

3

(5)

7

8

9

10

6

13

14

15

16

17

7

19

20

21

22

23 24

8

26

27

28

29

30

9

31

E
MARCH 2009
(1 month ago)

Week
No.

S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

15

16

17

18

19

22

23

24

25

26

S

M

T

W

T

F

S

10

1

2

3

4

5

6

7

14

14

11

8

9

10

11

12

13

14

15

20

21

12

15

16

17

18

19

20

21

16

27

28

13

22

23

24

25

26

27

28

17

29

30

31

(17)

APRIL 2009
S

SIPP-28004 (4-2008)

Week
No.

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

(Cut along broken lines)

FEBRUARY 2009
(2 months ago)

TARJETA E
ENTREVISTA DE ABRIL DE 2009
CALENDARIO DE MESES DE REFERENCIA
DICIEMBRE 2008
(hace 4 meses)
D

L

ENERO 2009
(hace 3 meses)

Semana
Núm.

M

M

J

V

S

1

2

3

4

5

6

1

7

8

9

10

11

12

13

2

4

5

6

14

15

16

17

18

19

20

3

11

12

21

22

23

24

25

26

27

4

18

28

29

30

31

5

25

FEBRERO 2009
(hace 2 meses)
D

L

M

M

J

V

S

1

2

3

4

5

6

7

8

9

10

11

12

13

15

16

17

18

19

22

23

24

25

26

D

L

M

M

V

S

1

2

3

(5)

7

8

9

10

6

13

14

15

16

17

7

19

20

21

22

23

24

8

26

27

28

29

30

31

9

MARZO 2009
(hace 1 mes)

Semana
Núm.

Semana
Núm.

D

L

M

M

J

V

S

10

1

2

3

4

5

6

7

14

14

11

8

9

10

11

12

13

14

15

20

21

12

15

16

17

18

19

20

21

16

27

28

13

22

23

24

25

26

27

28

17

29

30

31

(17)

ABRIL 2009
D

SIPP-28004 (4-2008)

J

Semana
Núm.

L

M

M

J

V

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

CARD E
MAY 2009 INTERVIEW
CALENDAR OF REFERENCE MONTHS
JANUARY 2009
(4 months ago)
S

M

T

W

FEBRUARY 2009
(3 months ago)

Week
No.

T

F

S

1

2

3

Week
No.

S

M

T

W

T

F

S

(1)

1

2

3

4

5

6

7

5

4

5

6

7

8

9

10

1

8

9

10

11

12

13

14

6

11

12

13

14

15

16

17

2

15

16

17

18

19

20

21

7

18

19

20

21

22

23

24

3

22

23

24

25

26

27

28

8

25

26

27

28

29

30

31

4

E
APRIL 2009
(1 month ago)

Week
No.

S

M

T

W

T

F

S

S

M

1

2

3

4

5

6

7

9

8

9

10

11

12

13

14

10

5

6

15

16

17

18

19

20

21

11

12

22

23

24

25

26

27

28

12

29

30

31

(13)

T

W

T

F

S

1

2

3

4

13

7

8

9

10

11

14

13

14

15

16

17

18

15

19

20

21

22

23

24

25

16

26

27

28

29

30

MAY 2009
S

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

SIPP-28004 (4-2008)

M

Week
No.

17

(Cut along broken lines)

MARCH 2009
(2 months ago)

TARJETA E
ENTREVISTA DE MAYO DE 2009
CALENDARIO DE MESES DE REFERENCIA
ENERO 2009
(hace 4 meses)
D

L

M

M

J

V

S

1

2

3

8

9

FEBRERO 2009
(hace 3 meses)

Semana
Núm.

Semana
Núm.

D

L

M

M

J

V

S

(1)

1

2

3

4

5

6

7

5

10

1

8

9

10

11

12

13

14

6

4

5

6

11

12

13

14 15

16

17

2

15

16

17

18

19

20

21

7

18

19

20

21 22

23

24

3

22

23

24

25

26

27

28

8

25

26

27

28 29

30

31

4

7

MARZO 2009
(hace 2 meses)

ABRIL 2009
(hace 1 mes)

Semana
Núm.

D

L

M

M

J

V

S

D

L

M

1

2

3

4

5

6

7

9

8

9

10

11

12

13

14

10

5

6

15

16

17

18

19

20

21

11

12

22

23

24

25

26

27

28

12

29

30

31

(13)

M

M

M

S

2

3

4

13

7

8

9

10

11

14

13

14

15

16

17

18

15

19

20

21

22

23

24

25

16

26

27

28

29

30

J

V

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

SIPP-28004 (4-2008)

L

V

1

MAYO 2009
D

J

Semana
Núm.

17

CARD E
JUNE 2009 INTERVIEW
CALENDAR OF REFERENCE MONTHS
FEBRUARY 2009
(4 months ago)

MARCH 2009
(3 months ago)

Week
No.

S

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

15

16

17

18

19

22

23

24

25

26

Week
No.

S

M

T

W

T

F

S

1

1

2

3

4

5

6

7

5

14

2

8

9

10

11

12

13

14

6

20

21

3

15

16

17

18

19

20

21

7

27

28

4

22

23

24

25

26

27

28

8

29

30

31

(9)

E

S

M

T

MAY 2009
(1 month ago)

Week
No.

W

T

F

S

S

1

2

3

4

9

M

T

W

T

Week
No.

F

S

1

2

(13)

5

6

7

8

9

10

11

10

3

4

5

6

7

8

9

14

12

13

14

15

16

17

18

11

10

11

12

13

14

15

16

15

19

20

21

22

23

24

25

12

17

18

19

20

21

22

23

16

26

27

28

29

30

13

24

25

26

27

28

29

30

17

31

(17)

JUNE 2009
S

SIPP-28004 (4-2008)

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

(Cut along broken lines)

APRIL 2009
(2 months ago)

TARJETA E
ENTREVISTA DE JUNIO DE 2009
CALENDARIO DE MESES DE REFERENCIA
FEBRERO 2009
(hace 4 meses)
D

L

M

M

1

2

3

4

8

9

10

15

16

22

23

J

V

S

5

6

7

11

12

13

17

18

19

24

25

26

L

M

7

Semana
Núm.

D

L

M

M

J

V

S

1

1

2

3

4

5

6

7

5

14

2

8

9

10

11

12

13

14

6

20

21

3

15

16

17

18

19

20

21

7

27

28

4

22

23

24

25

26

27

28

8

29

30

31

ABRIL 2009
(hace 2 meses)
D

MARZO 2009
(hace 3 meses)

Semana
Núm.

(9)

MAYO 2009
(hace 1 mes)

Semana
Núm.

M

J

V

S

D

L

M

M

1

2

3

4

(9)

8

9

10

11

10

3

4

5

6

J

Semana
Núm.

V

S

1

2

(13)

7

8

9

14

5

6

12

13

14 15

16

17

18

11

10

11

12

13

14

15

16

15

19

20

21 22

23

24

25

12

17

18

19

20

21

22

23

16

26

27

28 29

30

13

24

25

26

27

28

29

30

17
(17)

31
JUNIO 2009
D

SIPP-28004 (4-2008)

L

M

M

J

V

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

CARD E
JULY 2009 INTERVIEW
CALENDAR OF REFERENCE MONTHS
MARCH 2009
(4 months ago)

APRIL 2009
(3 months ago)

Week
No.

S

M

T

W

T

F

S

S

M

1

2

3

4

5

6

7

1

8

9

10

11

12

13

14

2

5

6

15

16

17

18

19

20

21

3

12

22

23

24

25

26

27

28

4

29

30

31

(5)

T

Week
No.

W

T

F

S

1

2

3

4

5

7

8

9

10

11

6

13

14

15

16

17

18

7

19

20

21

22

23

24

25

8

26

27

28

29

30

9

E

S

M

T

W

T

JUNE 2009
(1 month ago)

Week
No.

F

S

S

1

2

(9)

Week
No.

M

T

W

T

F

S

1

2

3

4

5

6

14

3

4

5

6

7

8

9

10

7

8

9

10

11

12

13

15

10

11

12

13

14

15

16

11

14

15

16

17

18

19

20

16

17

18

19

20

21

22

23

12

21

22

23

24

25

26

27

17

24

25

26

27

28

29

30

13

28

29

30

31

(17)

(14)
JULY 2009
S

SIPP-28004 (4-2008)

M

T

W

T

F

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

(Cut along broken lines)

MAY 2009
(2 months ago)

TARJETA E
ENTREVISTA DE JULIO DE 2009
CALENDARIO DE MESES DE REFERENCIA
MARZO 2009
(hace 4 meses)
D

L

M

M

J

V

S

ABRIL 2009
(hace 3 meses)

Semana
Núm.

D

L

M

Semana
Núm.

M

J

V

S

1

2

3

4

5

1

2

3

4

5

6

7

1

8

9

10

11

12

13

14

2

5

6

7

8

9

10

11

6

15

16

17

18

19

20

21

3

12

13

14

15

16

17

18

7

22

23

24

25

26

27

28

4

19

20

21

22

23

24

25

8

29

30

31

(5)

26

27

28

29

30

MAYO 2009
(hace 2 meses)
D

L

M

M

J

JUNIO 2009
(hace 1 mes)

Semana
Núm.

V

S

1

2

(9)

9

D

Semana
Núm.

L

M

M

J

V

S

1

2

3

4

5

6

14

3

4

5

6

7

8

9

10

7

8

9

10

11

12

13

15

10

11

12

13

14

15

16

11

14

15

16

17

18

19

20

16

17

18

19

20

21

22

23

12

21

22

23

24

25

26

27

17

24

25

26

27

28

29

30

13

28

29

30

31

(17)

(14)
JULIO 2009
D

SIPP-28004 (4-2008)

L

M

M

J

V

S

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

CARD E
AUGUST 2009 INTERVIEW
CALENDAR OF REFERENCE MONTHS

S

M

T

MAY 2009
(3 months ago)

Week
No.

S

W

T

F

S

1

2

3

4

1

M

T

W

T

Week
No.

F

S

1

2

(5)

5

6

7

8

9

10

11

2

3

4

5

6

7

8

9

6

12

13

14

15

16

17

18

3

10

11

12

13

14

15

16

7

19

20

21

22

23

24

25

4

17

18

19

20

21

22

23

8

26

27

28

29

30

5

24

25

26

27

28

29

30

9
(10)

31
JUNE 2009
(2 months ago)
S

JULY 2009
(1 month ago)

Week
No.

M

T

W

T

F

S

S M

T

1

2

3

4

5

6

10

7

8

9

10

11

12

13

11

5

6

14

15

16

17

18

19

20

12

12

21

22

23

24

25

26

27

13

28

29

30

(14)

W

S

M

T

W

F

S

1

2

3

4

14

7

8

9

10

11

15

13

14

15

16

17

18

16

19

20

21

22

23

24

25

17

26

27

28

29

30

31

T

F

S
1

SIPP-28004 (4-2008)

Week
No.

T

AUGUST 2009

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

E

18

(Cut along broken lines)

APRIL 2009
(4 months ago)

TARJETA E
ENTREVISTA DE AGOSTO DE 2009
CALENDARIO DE MESES DE REFERENCIA
ABRIL 2009
(hace 4 meses)
D

L

M

MAYO 2009
(hace 3 meses)

Semana
Núm.

M

J

V

S

1

2

3

4

1

D

L

M

M

J

Semana
Núm.

V

S

1

2

(5)

5

6

7

8

9

10

11

2

3

4

5

6

7

8

9

6

12

13

14

15

16

17

18

3

10

11

12

13

14

15

16

7

19

20

21

22

23

24

25

4

17

18

19

20

21

22

23

8

26

27

28

29

30

5

24

25

26

27

28

29

30

9
(10)

31
JUNIO 2009
(hace 2 meses)
D

JULIO 2009
(hace 1 mes)

Semana
Núm.

L

M

M

J

V

S

D

L

M

1

2

3

4

5

6

10

7

8

9

10

11

12

13

11

5

6

14

15

16

17

18

19

20

12

12

21

22

23

24

25

26

27

13

28

29

30

(14)

M

J

V

S

1

2

3

4

14

8

9

10

11

15

13

14 15

16

17

18

16

19

20

21 22

23

24

25

17

26

27

28 29

30

31

7

AGOSTO 2009
D

L

M

M

J

V

S
1

SIPP-28004 (4-2008)

Semana
Núm.

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

18

CARD F
TYPES OF ASSETS
U.S. Government Savings Bonds
Interest-Earning Checking Account
Savings Account
Money Market Deposit Account or Money Market Fund
Certificate of Deposit (CD)
Mutual Funds
Stocks
Municipal or Corporate Bonds

F

U.S. Government Securities
Mortgages from which Payments are Received

Royalties
Other financial Investments

SIPP-28004 (4-2008)

(Cut along broken lines)

Rental Property

TARJETA F
TIPOS DE BIENES
Bonos de Ahorros del Gobierno
de los EE.UU.
Cuenta de cheques que genera intereses
Cuenta de ahorros
Cuenta de Depósito del Mercado Monetario o
Fondo del Mercado Monetario
Certificados de Depósito (CD)
Fondos Mutuos
Acciones
Bonos Municipales o Empresariales
Garantías del Gobierno de los EE.UU.
Hipotecas de las cuales recibió pagos
Propiedad que produce pagos de alquiler
Derechos de Autor/Regalías
Otras Inversiones Financieras

SIPP-28004 (4-2008)

CARD G
TYPES OF ASSETS AND INCOME SOURCES
(1) INCOME FROM JOB/BUSINESS/OTHER WORK
(2) UNEMPLOYMENT OR WORKERS COMPENSATION, AND DISABILITY PAYMENTS
Black Lung Payments
Employer Disability Payments
Employer or Union Temporary Sickness Benefits
Other Unemployment Compensation
Payments from a Sickness, Accident, or Disability Insurance Policy Purchased on Your Own
State Temporary Sickness or Disability Benefits
State Unemployment Compensation
Supplemental Unemployment Benefits
Workers Compensation
(3) SOCIAL SECURITY / PENSIONS / RETIREMENT / SURVIVOR INCOME
Draw from IRA/Keogh/401k, 403b or Thrift Plan
Federal Civil Service or Other Federal Civilian Employee Pension
Income from a Paid-Up Life Insurance Policy or Annuity
Income from Estates or Trusts
Local Government Pension
Lump Sum Payments
National Guard or Reserve Forces Retirement
Payments for Retirement, Disability or as a Survivor Benefit
Pension from a Company or Union
Pension/Retirement Lump Sums
Railroad Retirement
Social Security
State Government Pension
U.S. Military Retirement Pay
Veterans Compensation or Pension
(4) MILITARY OR VETERANS BENEFITS/PAY
Department of Veterans Affairs Educational Assistance
National Guard or Reserve Forces Retirement
National Guard or Reserve Pay
The G.I. Bill
U.S. Military Retirement
Veterans Compensation or Pension

SIPP-28004 (4-2008)

(Cut along broken lines)

(5) PUBLIC ASSISTANCE AND OTHER WELFARE PROGRAMS
Aid to Families with Dependent Children (AFDC, ADC)
Clothing Assistance
Energy Assistance
Federal Supplemental Security Income
Food Assistance (grocery money, vouchers, certificates)
Food Stamps
General Assistance or General Relief
Housing Assistance
Other Welfare
Pass Through Child Support Payments
Short-Term Cash Assistance
State Supplemental Security Income
Transportation Assistance
WIC: Women, Infants and Children Nutrition Program

G

CARD G – Continued
TYPES OF ASSETS AND INCOME SOURCES
(6) LUMP SUM PAYMENTS
Income from a Paid-Up Life Insurance Policy or Annuity
Lump Sum Payments
Miscellaneous Cash Income
Pension/Retirement Lump Sums
Severance Pay
(7) SUPPORT FROM OTHERS OUTSIDE THE HOUSEHOLD
Alimony Payments
Child Support Payments
Income Assistance from a Charitable Group
Money from Relatives or Friends
Pass Through Child Support Payments
(8) MISCELLANEOUS CASH INCOME
Foster Child Care Payments
Income Assistance from a Charitable Group
Income from Roomers or Boarders
Miscellaneous Cash Income
(9) ASSETS
401k, 403b or Thrift Plan
Certificates of Deposit (CD)
Interest-Earning Checking Account
IRA (Individual Retirement Account) or a Keogh Account
Money Market Deposit Account
Mortgages from which Payments Are Received
Municipal or Corporate Bonds
Mutual Funds
Other Financial Investments
Rental Property
Royalties
Savings Account
Stocks
U.S. Government Savings Bonds
U.S. Government Securities

SIPP-28004 (4-2003)

TARJETA G
TIPOS DE BIENES Y FUENTES DE INGRESO
(1) INGRESO A TRAVES DE UN EMPLEO/NEGOCIO PROPIO/ALGUN
OTRO EMPLEO
(2) PAGOS POR DESEMPLEO O COMPENSACION DEL OBRERO, Y
PAGOS POR INCAPACIDAD
Pagos por Enfermedad Pulmonar de Mineros
Pagos por Incapacidad Provistas por el Patrono
Beneficios Temporales del Patrono o Sindicato por Enfermedad o Incapacidad
Otros Pagos por Desempleo
Pagos de una Póliza de Seguro por Enfermedad, Accidente, o Incapacidad
que Usted Haya Comprado a Nombre Propio
Beneficios Temporales Estatales por Enfermedad o Incapacidad
Pagos por Desempleo del Gobierno Estatal
Beneficios Suplementarios por Desempleo
Compensación del Seguro Obrero
(3) SEGURO SOCIAL/PENSION/RETIRO/BENEFICIOS PARA
SOBREVIVIENTES
Ingreso de una Cuenta IRA/Keogh o de un Plan 401k, 403b o de Ahorros
Pensión(es) para el Empleado Civil Federal
Ingreso de una Póliza de Seguro de Vida Pagada o Anualidad
Ingreso de Herencia o Fideicomisos
Pensión del Gobierno Estatal
Pagos Totales, de Una Sola Suma
Pensión de la Guardia o Reserva Nacional
Pagos de Retiro, Incapacidad o Beneficios para Sobrevivientes
Pensión de una Compañía o Sindicato
Pagos de Pensión o Retiro Totales, de Una Sola Suma
Pensión para Empleados Ferroviarios
Seguro Social
Pensión del Gobierno Local
Pagos por Retiro Militar de los EE.UU.
Indemnización o Pensión para Veteranos

SIPP-28004 (4-2008)

(Cut along broken lines)

(4) PAGOS/BENEFICIOS MILITARES O PARA VETERANOS
Asistencia de Educación por el Departamento de Veteranos
Pensión de la Guardia o Reserva Nacional
Pagos de la Guardia o Reserva Nacional
Beneficios a través de la Ley de Beneficios para Veteranos (G.I. Bill)
Pagos por Retiro Militar de los EE.UU.
Pensión de una Compañía o Sindicato
Indemnización o Pensión para Veteranos

G

TARJETA G – Continuación
TIPOS DE BIENES Y FUENTES DE INGRESO
(5) ASISTENCIA PUBLICA Y OTROS PROGRAMAS DE SERVICIOS SOCIALES
Ayuda a Familias con Niños Dependientes (AFDC, ADC)
Asistencia para la Compra de Ropa
Asistencia para Gastos Domésticos de Electricidad o Gas
Ingreso del Seguro Suplementario Federal
Asistencia para la Compra de Comida (Dinero, Vales, Certificados)
Cupones de Alimento
Asistencia o Ayuda en General
Asistencia para Adquirir o Manener el Alojamiento
Otra Clase de Asistencia Pública
Pagos por Una Agencia para la Manutención de Niños
Dinero en Efectivo a Corto Plazo
Ingreso del Seguro Suplementario Estatal
Asistencia para Gastos de Transportación
WIC: Programa de Nutrición para Mujeres, Infantes y Niños
(6) PAGOS TOTALES, DE UNA SOLA SUMA
Ingreso de una Póliza de Seguro de Vida que Usted Haya Comprado o Anualidad
Pagos Totales, de Una Sola Suma
Ingreso Misceláneo en Efectivo
Pagos de Pensión o Retiro Totales, de Una Sola Suma
Pago del Patrono por Despido del Trabajo
(7) APOYO DE OTRAS PERSONAS FUERA DEL HOGAR
Pagos por Separación de Divorcio
Pagos para la Manutención de Niños
Asistencia de Ingreso de un Grupo Caritativo
Dinero de Familiares y Amigos
Pagos por Una Agencia para la Manutención de Niños
(8) INGRESO MISCELANEO EN EFECTIVO
Pagos para la Manutención de Hijos de Crianza
Asistencia de Ingreso de un Grupo Caritativo
Ingreso de Alquiler Pagado por Inquilinos o Huéspedes
Ingreso Misceláneo en Efectivo
(9) BIENES
Plan 401k, 403b, o de Ahorros
Certificados de Depósito
Cuenta de Cheques que Genera Intereses
Cuenta de Retiro Individual (IRA) o Cuenta Keogh
Cuenta de Depósito del Mercado Monetario
Hipotecas por las Cuales Recibe Pagos
Bonos Municipales o Empresariales
Fondos Mutuos
Otras Inversiones Financieras
Propiedad que Produce Pagos de Alquiler
Derechos de Autor/Regalías
Cuenta de Ahorros
Acciones
Bonos de Ahorros del Gobierno de los EE.UU.
Garantías del Gobierno de los EE.UU.
SIPP-28004 (4-2008)

CARD H
SAMPLE MEDICARE CARDS

MEDICARE

HEALTH INSURANCE

SOCIAL SECURITY ACT
NAME OF BENEFICIARY

⊕

JOHN Q PUBLIC
CLAIM NUMBER

SEX

000-00-0000-A

MALE

IS ENTITLED TO

HOSPITAL
MEDICAL

EFFECTIVE DATE

(PART A) 12–1–90
(PART B) 12–1–90

SIGN
HERE

MEDICARE

HEALTH INSURANCE

RAILROAD RETIREMENT BOARD
NAME OF BENEFICIARY

H

JOHN Q PUBLIC
CLAIM NUMBER

SEX

IS ENTITLED TO

EFFECTIVE DATE

HOSPITAL
MEDICAL
SIGN
HERE

SIPP-28004 (4-2008)

Black

Red PMS-193

(PART A) 12–1–90
(PART B) 12–1–90

(Cut along broken lines)

MALE

TARJETA H
MUESTRA DE TARJETAS
DE MEDICARE

MEDICARE

HEALTH INSURANCE

SOCIAL SECURITY ACT
NAME OF BENEFICIARY

JOHN Q PUBLIC
CLAIM NUMBER

SEX

000-00-0000-A

MALE

IS ENTITLED TO

EFFECTIVE DATE

HOSPITAL
MEDICAL

(PART A) 12–1–90
(PART B) 12–1–90

SIGN
HERE

MEDICARE

HEALTH INSURANCE

RAILROAD RETIREMENT BOARD
NAME OF BENEFICIARY

JOHN Q PUBLIC
CLAIM NUMBER

SEX

IS ENTITLED TO

EFFECTIVE DATE

MALE
HOSPITAL
MEDICAL
SIGN
HERE

SIPP-28004 (4-2008)

Black

Red PMS-193

(PART A) 12–1–90
(PART B) 12–1–90

CARD I
REASONS NOT COVERED BY HEALTH INSURANCE
Which one or more of these reasons describe why you
were not covered by health insurance during this time?
1 – Too expensive, can’t afford health insurance
2 – No health insurance offered by employer of self,
spouse, or parent
3 – Not working at a job long enough to qualify
4 – Job layoff, job loss, or any other reason related to
unemployment
5 – Not eligible because working at a part-time or
temporary job
6 – Can’t obtain insurance because of poor health,
illness, age, or a pre-existing condition
7 – Dissatisfied with previous insurance OR don’t
believe in insurance
8 – Have been healthy, not much sickness in the family,
haven’t needed health insurance
9 – Able to go to VA or military hospital for medical
care
10 – Covered by some other health plan, such as
Medicaid
11 – No longer covered by parents policy
I

(Cut along
broken lines)

12 – Some other reason

SIPP-28004 (4-2008)

TARJETA I
RAZONES POR LAS CUALES NO ESTA
CUBIERTO POR UN SEGURO DE SALUD
¿Cuál(es) de estas razones describen mejor
porque usted no estaba cubierto(a) por un
seguro de salud durante este tiempo?
1 – Muy caro, no puede pagar un seguro de salud
2 – No se ofreció ningún seguro de salud (por
el patrono suyo, el de su cónyuge, o el de
uno de los padres)
3 – No ha trabajado suficiente tiempo en un
empleo para ser elegible
4 – Despido, pérdida de empleo, o cualquier
otra razón relacionada con desempleo
5 – No es elegible porque trabaja a tiempo
parcial o es un empleo temporal
6 – No puede obtener seguro médico debido a la
salud pobre, enfermedad, edad, o alguna
condición ya existente.
7 – No está satisfecho(a) con los seguros
anteriores O no cree en los seguros
8 – Ha estado saludable, no hay muchas
enfermedades en la familia, no ha
necesitado seguro de salud
9 – Puede ir a un hospital de la Administración
de Veteranos (VA) o militar para cuidado
médico
10 – Está cubierto(a) por algún otro plan de
salud, tal como Medicaid
11 – Ya no está cubierto(a) por la póliza de los
padres
12 – Alguna otra razón

SIPP-28004 (4-2008)

CARD J
EDUCATIONAL ASSISTANCE
1 – Federal Pell Grant
2 – Assistance from the Department of Veteran’s Affairs
(VA), such as GI or Montgomery Bill, Survivors and
Dependents, other Veterans’ Administration Educational
Assistance Programs
3 – College (or Federal) Work Study Program
4 – Any other Federal Grant or Program: for example,
SEOG, Health or Nursing Grant, ROTC, NSF Grant
5 – A loan that has to be repaid, for example, Stafford,
Perkins, or SLS
6 – A grant, scholarship, or tuition remission from the
school attended
7 – A teaching or research assistantship from the school
attended
8 – A grant or scholarship from the state such as SSIGP
or Douglas Scholarships
9 – A grant or scholarship from some other source such
as a foundation, corporation, community group,
National Merit Scholarship, etc.
10 – Assistance provided by employer
11 – Aid from other source (EXCLUDE all direct aid from
parents, including trusts or college savings funds)
12 – Assistance from a state or local welfare office

(Cut
along
broken
lines)

J

SIPP-28004 (4-2008)

TARJETA J
ASISTENCIA PARA LA EDUCACION
1 – Beca Federal Pell
2 – Asistencia del Departamento de Asuntos de Veteranos
(VA), tales como la Ley de Beneficios para Veteranos
(GI Bill) o la Ley Montgomery (Montgomery Bill),
Programas para Sobrevivientes y Dependientes, otros
Programas de Asistencia Educacional de la
Administración de Veteranos.
3 – Programa universitario o federal de estudio y trabajo
4 – Alguna otra beca o programa federal (por ejemplo,
Beca Suplementaria para Oportunidades Educativas
(SEOG), Beca de Salud o Enfermería, ROTC, Beca
de la Fundación Nacional de Ciencia (NSF))
5 – Un préstamo que tiene que ser pagado (por ejemplo,
Stafford, Perkins, o Préstamo Suplementario para
Estudiantes (SLS))
6 – Una dotación (estipendio), beca, o descuento o
cancelación del pago de matrícula de la escuela a la
cual se asiste
7 – Beca (asistencia) de estudio o investigación de la
escuela a la cual se asiste
8 – Una dotación (estipendio) o beca del estado, tales como
el Programa Estatal de Becas de Incentivos para
Estudiantes (SSIGP), o la Beca Paul Douglas para
Maestros
9 – Una dotación (estipendio) o beca de alguna otra fuente,
tales como una fundación, corporación, o grupo
comunitario, Beca de Mérito Nacional (National Merit
Scholarship), etc.
10 – Asistencia provista por su patrono
11 – Ayuda de alguna otra fuente (EXCLUIR toda ayuda
directa de los padres, incluyendo fideicomisos o
fondos de ahorro para los estudios universitarios)
12 – Ayuda de una agencia local o estatal de servicios sociales
SIPP-28004 (4-2008)

CARD K
REASONS NOT AT A PAID JOB OR BUSINESS
Which one or more of these reasons describe why you are
not at a paid job or business?
1 – Taking care of a minor child
2 – Taking care of an elderly family member
3 – Taking care of a disabled but non-elderly family
member
4 – Other family or home responsibilities
5 – Own illness or disability
6 – Could not find work
7 – Did not want to work
8 – Going to school
9 – Other

SIPP-28004 (4-2008)

K

TARJETA K
RAZONES POR LAS CUALES USTED NO TRABAJA
EN UN EMPLEO O NEGOCIO PROPIO POR PAGA
¿Cuál(es) de estas razones describen porque usted no
trabaja en un empleo o negocio propio por paga?
1 – Cuidando a un menor
2 – Cuidando a un miembro de la familia de edad
avanzada
3 – Cuidando a un miembro incapacitado de la familia
pero no de edad avanzada
4 – Otras responsabilidades familiares o del hogar
5 – Propia enfermedad o incapacidad
6 – No pudo encontrar trabajo
7 – No quiso trabajar
8 – Yendo a la escuela
9 – Otro

SIPP-28004 (4-2008)

RESPONDENT RULES
HOUSEHOLD RESPONDENT
Any household member 15 years old or older who is
physically and mentally competent and knowledgeable may
answer the control card questions and questions about the
household as a unit.
HOUSEHOLD MEMBER 15 YEARS OF AGE OR OLDER
Each household member 15 years old or older, present at the
time of interview, should respond for himself/herself. If a 15+
person is physically or mentally incompetent, select a proxy
respondent. Also select a proxy respondent for a person
absent at the time of interview. Any knowledgeable
household member who is 15 years old or older may serve
as proxy. Following is a chart for your use in determining
who to interview. The choices are listed in order of priority.
INTERVIEW RESPONDENT PRIORITY RULES
WAVE

FIRST FAMILY MEMBER INTERVIEW
OR
RETURN VISIT INTERVIEW

1

1. Self
2. Spouse (if any)
3. Other proxy

2

1.
2.
3.
4.

Self
Spouse (if any)
Proxy last visit
New proxy

3–12

1.
2.
3.
4.
5.

Self
Spouse (if any)
Proxy last visit
Proxy at another visit
New proxy

If a person wishes to act as a proxy but is not a household
member, you must call your supervisor for permission
before interviewing the proxy. Enter a note in Case
Management using F7.

SIPP-28004 (4-2008)

REGLAS PARA DETERMINAR EL
RESPONDEDOR
RESPONDEDOR DEL HOGAR
Cualquier miembro del hogar que tenga 15 años o más quien
es física y mentalmente competente, y es una persona
informada puede contestar las preguntas de la tarjeta de
control y las preguntas sobre el hogar como una unidad.
MIEMBRO DEL HOGAR DE 15 AÑOS O MÁS
Cada miembro del hogar de 15 años o más que está presente
al momento de la entrevista debe responder por sí mismo. Si
una persona de 15 años o más es física o mentalmente
incompetente, seleccione un respondedor por poder. Además,
seleccione un respondedor por poder para una persona
ausente al momento de la entrevista. Cualquier miembro del
hogar informado que tenga 15 años o más puede servir como
respondedor por poder. A continuación hay una tabla para su
uso al determinar a quién entrevistar. Las alternativas
aparecen en orden de prioridad.
REGLAS DE PRIORIDAD PARA ENTREVISTAR A RESPONDEDORES
WAVE

PRIMERA ENTREVISTA DEL MIEMBRO DEL HOGAR
O
ENTREVISTA DURANTE LA VISITA DE REGRESO

1

1. Propia Persona
2. Cónyuge (si alguno)
3. Otro respondedor por poder

2

1.
2.
3.
4.

Propia Persona
Cónyuge (si alguno)
Respondedor por poder durante la visita anterior
Respondedor por poder nuevo

3–12

1.
2.
3.
4.
5.

Propia Persona
Cónyuge (si alguno)
Respondedor por poder durante la visita anterior
Respondedor por poder durante otra visita
Respondedor por poder nuevo

Si una persona desea ser respondedor por poder, pero no es
un miembro del hogar, usted tiene que llamar a su
supervisor para conseguir permiso antes de entrevistar al
respondedor por poder. Escriba una nota en Case
Management utilizando la tecla F7.

SIPP-28004 (4-2008)

HOUSEHOLD MEMBER SUMMARY TABLE
SUMMARY TABLE FOR DETERMINING
WHO IS TO BE INCLUDED AS A MEMBER OF THE HOUSEHOLD
A. PERSON STAYING IN SAMPLE UNIT AT TIME OF INTERVIEW
Any person in unit including members of family, lodgers, servants,
visitors, etc.
1. Ordinarily stay here all the time (sleep here)
2. Here temporarily – no living quarters held elsewhere
3. Here temporarily – living quarters held elsewhere
In Armed Forces
1. Stationed in this locality – usually sleep here
2. Temporarily here on leave – stationed elsewhere
Student – Here temporarily attending school – living quarters held for
person elsewhere
1. Not married or not accompanied by own family
2. Married and accompanied by own family
3. Student nurse attending school nearby

Include as
member of
household?
Yes
Yes
No
Yes
No

No
Yes
Yes

B. ABSENT PERSON WHO USUALLY LIVES HERE IN SAMPLE UNIT
Inmate of institutional special place – Absent because inmate in an
institutional special place regardless of whether or not living quarters
held for person here
Persons temporarily absent on vacation, in general hospital, etc.
(Including veterans’ facilities that are general hospitals) –
Living quarters held here for person
Absent in connection with job
1. Living quarters held here for person – temporarily absent while
"on the road" in connection with job (e.g., traveling salesperson,
railroad worker, bus driver, seaman)
2. Living quarters held here and elsewhere for person but comes
here infrequently (e.g., construction engineer)
3. Living quarters held here at home for unmarried college student
working away from home during summer school vacation

No

Yes

Yes
No
Yes

In Armed Forces – Currently stationed elsewhere
In school – Away temporarily attending school – living quarters
held here for person
1. Not married or not accompanied by own family
2. Married and accompanied by own family
3. Attending school overseas
4. Student nurse living at school
C. EXCEPTIONS AND DOUBTFUL CASES
Person with two concurrent residences
1. Regularly sleep greater part of week in another locality
2. Regularly sleep greater part of week here
Citizen of foreign country temporarily in the United States
1. Living on premises of an Embassy, Ministry, Legation,
Chancellery, or Consulate
2. Not living on premises of an Embassy, Ministry, etc. –
a. If living and studying here and no usual place of
residence elsewhere in the United States
b. If living and working here and no usual place of
residence elsewhere in the United States
c. If merely visiting or traveling in the United States
SIPP-28004 (4-2008)

No

Yes
No
No
No

No
Yes

No
Yes
Yes
No

RESUMEN DE MIEMBROS DEL HOGAR
TABLA PARA DETERMINAR QUIÉN DEBE INCLUIRSE
COMO MIEMBRO DEL HOGAR
A. PERSONA QUE SE ESTÁ QUEDANDO EN LA UNIDAD DE
MUESTRA DURANTE LA ENTREVISTA
Cuálquier persona en la unidad incluyendo miembros de la familia,
inquilinos, sirvientes, visitantes, etc.

¿Incluya
como
miembro
del hogar?

1. Por lo regular se queda aquí todo el tiempo (duerme aquí)
2. Aquí temporalmente – no tiene alojamiento en ningún otro lugar
3. Aquí temporalmente – tiene alojamiento en algún otro lugar
En las Fuerzas Armadas

Sí
Sí

1. Estacionado en esta localidad – usualmente duerme aquí
2. Aquí temporalmente de pase – estacionado en otro lugar
Estudiante – Aquí temporalmente asistiendo a la escuela – tiene
alojamiento en otro lugar

Sí

1. No está casado(a) o no está acompañado(a) por propia familia
2. Casado(a) y acompañado(a) por propia familia
3. Estudiante de enfermería que asiste a una escuela cerca
B. PERSONA AUSENTE QUE USUALMENTE VIVE AQUÍ EN LA
UNIDAD DE MUESTRA
Paciente de un lugar especial institucional – Ausente porque es
paciente en un lugar especial institucional sin considerar si aquí se
reserva el alojamiento para esta persona
Personas ausentes temporalmente, de vacaciones, en un hospital
general, etc. (Incluyendo facilidades para veteranos en hospitales
generales) – Alojamiento reservado aquí para la persona
Ausente debido al trabajo
1. Alojamiento reservado aquí para la persona – temporalmente ausente
mientras está de viaje debido al trabajo (por ejemplo, vendedor
ambulante, trabajador en el ferrocarril, chofer de autobus, marinero)
2. Alojamiento reservado aquí y en otro lugar para la persona, pero la
persona no viene aquí frecuentemente (por ejemplo, ingeniero de
construcción)
3. Alojamiento reservado aquí en el hogar para estudiante universitario
no casado que trabaja fuera del hogar durante las vacaciones
escolares de verano
En las Fuerzas Armadas – Actualmente estacionado en otro lugar
En la escuela – Fuera temporalmente asistiendo a la escuela –
alojamiento reservado aquí para la persona
1. No casada y no acompañada por propia familia
2. Casada y acompañáda por propia familia
3. Asistiendo a la escuela en el extranjero
4. Estudiante de enfermería que vive en la escuela
C. EXCEPCIONES Y CASOS DUDOSOS
Persona con dos residencias actuales
1. Regularmente duerme la mayor parte de la semana en otra
localización
2. Regularmente duerme aquí la mayor parte de la semana
Ciudadano(a) de un país extranjero en los Estados Unidos
temporalmente
1. Vive en los terrenos de una embajada, un ministerio, una misión
diplomática, una cancillería, o un consulado
2. No vive en los terrenos de una embajada, un ministerio, etc.
a. Si esta viviendo y estudiando aquí y no tiene una residencia
habitual en otro lugar en los Estados Unidos
b. Si está viviendo y trabajando aquí y no tiene una residencia
habitual en otro lugar en los Estados Unidos
c. Si sólo está visitando o viajando por los Estados Unidos
SIPP-28004 (4-2008)

No

No

No
Sí
Sí

No
Sí

Sí
No
Sí
No

Sí
No
No
No

No
Sí

No

Sí
Sí
No

PRIVACY ACT STATEMENT
"The U.S. Census Bureau is conducting the Survey of
Income and Program Participation to gather
information about employment, income, and the
economic situation of persons and families who live in
The United States. We are conducting this survey
under the authority of Title 13, United States Code,
section 182. Section 9 of this law requires us to keep
all information about you and your household strictly
confidential. We may use this information only for
statistical purposes."
"Participation in the survey is voluntary, and there are
no penalties for failure to answer any questions.
However, your cooperation is extremely important to
insure the completeness and accuracy of the final
results."

SIPP-28004 (4-2008)

AVISO SOBRE LA LEY DE PRIVACIDAD
"La Oficina del Censo está llevando a cabo la Encuesta
Sobre Ingreso y Participación en Programas Federales
para recopilar información sobre el empleo, el ingreso, y
la situación económica de las personas y familias que
viven en los Estados Unidos. Estamos llevando a cabo
esta encuesta bajo la autorización do la sección 182 del
título 13 del Código de los Estados Unidos. La sección 9
de esta ley requiere que mantengamos toda información
acerca de usted y de su hogar estrictamente confidencial.
Esta información será utilizado para propósitos
estadísticos solamente."
"Participación en la encuesta es voluntaria, y no hay
penalidad si no contesta alguna pregunta. Sin embargo,
su cooperación es extremadamente importante para
asegurar la integridad y exactitud de los resultados
finales."

SIPP-28004 (4-2008)

TALKING POINTS FOR FIELD REPRESENTATIVES
Uses of SIPP

The Survey of Income and Program Participation (SIPP) is used to learn and
understand more about the economic well-being and changes of the Nation.
Because SIPP follows people over time and because thousands of people
have responded to this survey, we are able to provide unique answers or
insights into key policy questions.
SIPP data are used by Congress, the White House, and state and local
officials to make informed decisions about important policy questions
facing the Nation. SIPP data provides meaningful information and insight
into the economic well-being of the Nation. Data from the SIPP has been
used directly or indirectly in many policy debates, such as:
• Health Coverage Reform Act and Legislation
• Minimum Wage Act and Legislation
• The Americans for Disabilities Act and Legislation
• Welfare Reform Act and Legislation
Listed on the next few pages are some of the ways SIPP data is used to
provide information and insight about the following groups of respondents:
• Elderly Respondents
• Poor Respondents
• Wealthy Respondents
• Middle-Income Respondents

SIPP-28004 (4-2008)

ELDERLY RESPONDENTS
SIPP has been used to measure the impact on the value and sufficiency of
Social Security payments due to:
• Changes in the cost of medical insurance, especially supplemental
insurance.
• Changes in the amount of income received and how people meet
living expenses.
SIPP measures the changes that affect their ability to maintain their
independence and life style, such as:
• The effects of inflation on the value of Social Security and
Pensions.
• The effects of changes in savings and asset ownership over time
and the ability of the elderly to maintain their pre-retirement
standard of living.
• The effects of lower social security and pension payments on
surviving spouses.
• The effect of the movement of the elderly into an extended family
and their ability to retain independence.
• The transition of the elderly into group homes and nursing homes.
SIPP allows testing of alternative approaches to improve economic
standing of the elderly.
SIPP measures the changes that affect people’s qualification for programs
such as food stamps, housing and energy assistance, Medicaid, etc.
• Changes in the amount of disposable income.
• Changes in the value of real assets as people cover current
expenses.
Measures the interaction between public and private program participation.
Measures the impact on the Nation’s well-being as the population grows
older, such as:
• Changes in savings plans such as IRAs, 401(k)s, pensions plans,
etc., as the baby boomers reach retirement.
• Changes in real assets such as real estate, mutual funds, and
stocks as the population ages.
• Changes in health insurance coverage, especially shifts in types of
coverage over time from group or individual policies to HMOs.
SIPP measures the changes in family composition and the impact on the
economic well-being of the family, after the loss of the main wage earner
through death or divorce.

SIPP-28004 (4-2008)

LOW INCOME RESPONDENTS
SIPP measures the effects of changes in the economic well-being of those in
poverty, such as:
• Changes in the minimum wage.
• Changes in program qualification requirements and benefits.
• Changes in family composition.
SIPP measures the effect of program changes on those in poverty, such as
Food Stamps, AFDC, WIC, Medicaid, etc.
• Changes in eligibility requirements.
• Changes in the benefits provided.
• Changes in the duration of coverage or waiting period before
coverage begins.
SIPP measures the effectiveness of public assistance programs on those in
poverty, such as:
• The movement into and out of the labor force.
• The duration without coverage by health insurance.
• The effect of poverty in depleting real assets.
• The effect of poverty on educational attainment.
• Showing who actually participates in the programs.
SIPP measures the effect that the Federal Earned Income Tax Credit has on
those in poverty.
SIPP measures the impact on educational attainment when the government
modifies student loan programs and educational grants.
SIPP measures the effectiveness of government programs to meet the
needs of people in need even for short periods, such as:
• The effectiveness of assistance programs to meet the short term
needs of people temporarily unemployed.
• The effectiveness of programs to reach the intended population.
• The impact on health care insurance participation during periods
of unemployment.
SIPP measures the changes in family composition and the impact on the
economic well-being of the family, after the loss of the main wage earner
through death or divorce.

SIPP-28004 (4-2008)

WEALTHY RESPONDENTS
SIPP measures the impact of changes in government tax policies on savings
and assets.
• Changes in the capital gains tax.
• Changes in estate taxes.
• Modification of tax credits or deductions.
• Changes in IRA and 401(k) eligibility and limits.
• Changes in age eligibility for withdrawing funds from IRA or 401(k)
plans.
SIPP measures the impact of corporate down-sizing on economic
well-being, such as:
• The effect on labor force participation.
• The effect on savings and real assets as people try to maintain
their standard of living.
• The effect on educational attainment of family members.
• The effect on child care arrangements during times of unemployment.
Measures the impact on the Nation’s well-being as the population grows
older, such as:
• Changes in savings plans such as IRAs, 401(k)s, pension plans, etc.,
as the baby boomers reach retirement.
• Changes in real assets such as real estate, mutual funds, and
stocks as the population ages.
• Changes in health insurance coverage, especially shifts in types of
coverage over time from group or individual policies to HMOs.
SIPP measures the impact of changes in health insurance programs.
• Changes in the cost of insurance policies.
• Changes in the composition of those covered.
• Changes in coverage when a person changes jobs.
SIPP measures the impact of layoffs on the economic well-being of
middle-income families.
• The fluctuations in labor force participation.
• The effect on savings and real assets as they try to maintain their
standard of living.
• The effectiveness of unemployment payments to the family’s
well-being.
• The effect on educational attainment of family members.
• The effect on child care arrangements during times of unemployment.
SIPP measures the changes in family composition and the impact on the
economic well-being of the family, after the loss of the main wage earner
through death or divorce.
SIPP-28004 (4-2008)

MIDDLE INCOME RESPONDENTS
SIPP measures the impact of layoffs on the economic well-being of
middle-income families.
• The fluctuations in labor force participation.
• The effect on savings and real assets as people try to maintain their
standard of living.
• The effect on health insurance coverage, especially COBRAs. A
COBRA is a requirement of the Omnibus Budget Reconciliation Act
of 1986. It allows certain workers and their families the ability to
retain health insurance benefits by paying the full cost of the
coverage for a period of up to 36 months after a dependent reaches
a certain age or up to 18 months after a worker is terminated from
employment.
• The effectiveness of unemployment payments to the family’s
well-being.
• The effect on educational attainment of family members.
• The effect on child care arrangements during times of
unemployment.
SIPP measures the effectiveness of government programs to meet the
needs of people in need even for short periods, such as:
• The effectiveness of assistance programs to meet the short term
needs of people temporarily unemployed.
• The effectiveness of programs to reach the intended population.
• The impact on health care insurance participation during periods of
unemployment.
SIPP measures changes in the socioeconomic patterns of the nation’s
work force.
• Changes in the child care arrangements and work schedules when
both parents are in the labor force.
• Changes in work habits caused by legislative initiatives such as the
Family and Medical Leave Act.
• Changes in labor force participation as women leave the work force to
have children and the duration of non-participation in the labor force.
• The job status of women/men as they reenter the work force after
taking care of a baby or sick family member.
• Changes in family composition and the impact on the economic
well-being of the family, after the loss of the main wage earner
through death or divorce.
SIPP has been used to measure the impact on the value and sufficiency of
Social Security payments due to:
• Changes in the cost of medical insurance, especially supplemental
insurance.
• Changes in the amount of income received and how people meet
living expenses.

SIPP-28004 (4-2008)

SIPP measures the impact of changes in government tax policies on savings
and assets.
• Changes in IRA or 401(k) eligibility or limits.
• Changes in the basic tax rates and exemptions.
• Modification of tax credits for education.
• Modification of tax deductions, such as changes in the deduction for
mortgage interest or changes in personal exemptions.
SIPP measures the impact of changes in health insurance programs.
• Changes in the cost of insurance policies.
• Changes in the composition of those covered.
• Changes in coverage when a person changes jobs.
SIPP measures the impact on educational attainment when the government
modifies student loan programs and educational grants.
SIPP measures the impact on the Nation’s well-being as the population
grows older, such as:
• Changes in savings plans such as IRAs, 401(k)s, pension plans, etc. as
the baby boomers reach retirement.
• Changes in real assets such as real estate, mutual funds, and stocks as
the population ages.
• Changes in health insurance coverage, especially shifts in types of
coverage over time from group or individual policies to HMOs.

SIPP-28004 (4-2008)


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