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Friday, July 31, 2009
Section #
Part
Variable Name
01
B
PUBLHOUS
Question Text
Skip Instructions
* Ask if not apparent.
<1 >
<2, D, R>
[goto ST_HOUS]
[goto GOVTCOST]
Is this house in a public housing project, that is, is it owned by
a local housing authority or other local public agency?
1. Yes
2. No
01
B
GOVTCOST
Are your housing costs lower because the Federal, State, or local
government is paying part of the cost?
<1, 2, D, R>
[goto ST_HOUS]
<1, 2, D, R>
[goto BUILDING]
1. Yes
2. No
01
B
ST_HOUS
* Ask if not apparent.
Are these living quarters presently used as student housing by a
college or university?
1. Yes
2. No
01
B
BUILDING
(Book) 4 ? [F1]
<1-9, D, R> [goto ROOMSQ]
<10>
[goto S1B_END]
<11>
[goto BUILDOTH]
* Ask if not apparent by observation
Which best describes this building?
1. Single family detached
2. Row or townhouse - inner unit
3. End row or end townhouse
7. High-rise
8. Apartment or flat
9. Mobile home or trailer
4. Duplex
5. 3-plex or 4-plex
6. Garden
10. College dormitory
11. Other - Specify
Section #
Part
Variable Name
Question Text
Skip Instructions
01
B
H_BUILD
SECTION 1- General Survey Information
Part B - General Housing Characteristics
pressed]
1. Type of Structure: BUILDING
1. Single family detached (detached structure with only one
primary residence; however the structure could include a rental
unit(s) in the basement, attic, etc.
2. Row or townhouse, inner unit (2, 3 or 4 story structure with
two walls in common with other units and a private ground level
entrance; it may have a rental unit as part of the structure)
3. End row or end townhouse (one common wall)
4. Duplex (detached 2 unit structure with one common wall between
the units)
5. 3-plex or 4-plex (3 or 4 unit structure with all units
occupying the same level or levels)
6. Garden (a multi-unit structure usually wider than it is high,
having 2, 3, or possibly 4 floors; characteristically the units
not only have common walls but are also stacked on top of one
another)
7. High-rise (a multi-unit structure which has 4 or more floors)
8. Apartment or flat (a unit not described above; could be
located in the basement, attic, second floor, or over the
garage of one of the units described above)
9. Mobile home or trailer
10. College dormitory
11. Other
2. Fuels
1.
2.
3.
4.
5.
Gas
Electricity
Fuel
Fuel oil
Other
[go back to where the F1 was
6. No fuel used
3. Included with the housing unit
Section #
Part
Variable Name
Question Text
1.
2.
3.
4.
5.
6.
Skip Instructions
Swimming pool
Off-street parking
Porch, terrace, pation, or balcony
Apartment of guest house
Central air conditioning
Window air conditioning
01
B
BUILDOTH
* Specify:
<30 characters, NODK, NORF>
ROOMSQ]
[goto
01
B
ROOMSQ
How many ROOMS are there in this unit, including all finished
living areas and excluding all bathrooms?
<1-99, D, R>
[goto BEDROOMQ]
01
B
BEDROOMQ
How many BEDROOMS are there in this unit?
<0-99, D, R>
[goto BATHRMQ]
* Count all rooms used mainly for sleeping, even if also used for other
purposes.
01
B
BATHRMQ
How many COMPLETE bathrooms are there in this unit?
<0-9, D, R>
[goto HLFBATHQ]
* A complete bathroom has a toilet, a bathtub or shower, and a sink,
all with running water.
01
B
HLFBATHQ
How many HALF bathrooms are there in this unit?
<0-9, D, R>
[goto HEATFUEL]
* A half bathroom has at least a toilet or bathtub or shower, but
does not have all the facilities of a complete bathroom.
01
B
HEATFUEL
(Book) 4 ? [F1]
<1-3, 5, D, R>
<4>
[goto WATERHT]
[goto HEATOTH]
What fuel is used most for Heating this unit?
1.
2.
3.
4.
5.
01
B
HEATOTH
Gas (underground piping)
Electricity
Fuel oil
Other - specify
No fuel used
* Specify:
<30 Characters, NODK, NORF>
WATERHT]
[goto
Section #
Part
Variable Name
Question Text
Skip Instructions
01
B
WATERHT
(Book) 4 ? [F1]
<1-3, 5, D, R > [goto COOKING]
<4>
[goto WATOTH]
What fuel is used most for Heating water in this unit?
1.
2.
3.
4.
5.
Gas (underground piping)
Electricity
Fuel oil
Other - specify
No fuel used
01
B
WATOTH
* Specify:
<30 Characters, NODK, NORF>
COOKING]
[goto
01
B
COOKING
(Book) 4 ? [F1]
<1-3, 5, D, R > [goto UNITFEAT]
<4>
[goto COOKOTH]
What fuel is used most for Cooking?
1.
2.
3.
4.
5.
Gas (underground piping)
Electricity
Fuel oil
Other - specify
No fuel used
01
B
COOKOTH
* Specify:
<30 Characters, NODK, NORF> [goto
UNITFEAT]
01
B
UNITFEAT
(Book) 4 ? [F1]
<0-6, 77, R>
[goto YRBUILT]
Does this unit have any of the following?
* Enter all that apply, separate with commas
0. None
1. Swimming pool
4. Apartment or guest house
2. Off street parking
3. Porch, terrace, patio, or balcony
01
B
YRBUILT
5. Central air conditioning
6. Window air conditioning
77. Don't know
About when was this building originally built?
* Do not consider later remodelings.
* Probe for best estimate
<1700-9999, D, R>
[goto S1B_END]
Section #
Part
Variable Name
Question Text
Skip Instructions
01
C
COOKOVN
(Book) 5 ? [F1]
<0, D, R> [goto MIC_OVEN]
<1-99> [goto INCLHOME]
How many cooking stoves, ranges or ovens [fill: do/does] [fill:
YOU_YRCU] have?
* Enter 0 for none
01
C
MIC_OVEN
(Book) 5 ? [F1]
<0, D, R> [goto REFRFREZ]
<1-99> [goto INCLHOME]
How many microwave ovens [fill: do/does] [fill: YOU_YRCU] have?
* Enter 0 for none
01
C
REFRFREZ
(Book) 5 ? [F1]
<0, D, R> [goto BLTNDISH]
<1-99> [goto INCLHOME]
How many refrigerators [fill: do/does] [fill: YOU_YRCU] have?
* Enter 0 for none
01
C
BLTNDISH
(Book) 5 ? [F1]
<0, D, R> [goto PORTDISH]
<1-99> [goto INCLHOME]
How many built-in dishwashers [fill: do/does] [fill: YOU_YRCU] have?
* Enter 0 for none
01
C
PORTDISH
(Book) 5 ? [F1]
<0, D, R> [goto GARBDISP]
<1-99> [goto INCLHOME]
How many portable dishwashers [fill: do/does] [fill: YOU_YRCU] have?
01
C
GARBDISP
(Book) 5 ? [F1]
<0, D, R> [goto CLWASHER]
<1-99> [goto INCLHOME]
How many garbage disposals [fill: do/does] [fill: YOU_YRCU] have?
* Enter 0 for none
01
C
CLWASHER
(Book) 5 ? [F1]
How many clothes washers [fill: do/does] [fill: YOU_YRCU] have?
* Enter 0 for none
<0, D, R> [goto CLDRYER]
<1-99> [goto INCLHOME]
Section #
Part
Variable Name
Question Text
Skip Instructions
01
C
CLDRYER
(Book) 5 ? [F1]
<0, D, R> [goto CLRTV]
<1-99> [goto INCLHOME]
How many clothes dryers [fill: do/does] [fill: YOU_YRCU] have?
* Enter 0 for none
01
C
CLRTV
(Book) 5 ? [F1]
<0, D, R> [goto HM_COMP]
<1-99> [goto INCLHOME]
How many televisions [fill: do/does] [fill: YOU_YRCU] have?
* Enter 0 for none
01
C
HM_COMP
(Book) 5 ? [F1]
<0, D, R> [goto SND_SYS]
<1-99> [goto INCLHOME]
How many home computers [fill: do/does] [fill: YOU_YRCU] have?
* Enter 0 for none
01
C
SND_SYS
(Book) 5 ? [F1]
<0, D, R> [goto VIDEO_EQ]
<1-99> [goto INCLHOME]
How many stereo or sound systems [fill: do/does] [fill: YOU_YRCU]
have?
01
C
VIDEO_EQ
(Book) 5 ? [F1]
How many VCR's, DVD players, or digital video recorders [fill: do/does]
[fill: YOU_YRCU] have?
* Enter 0 for none
<0, D, R> [goto S1C_END]
<1-99> [goto INCLHOME]
Section #
Part
Variable Name
01
C
H_S1C
Question Text
Section 1 - GENERAL SURVEY INFORMATION - Continued
Skip Instructions
[return to where the F1 was pressed]
Part C - MAJOR HOUSEHOLD APPLIANCES
- Cooking stove, range, or oven
convection oven
- Microwave oven
- Refrigerator or home freezer
- Built-in Dishwasher
- Portable dishwasher
- Garbage disposal
- Clothes washer
- Clothes dryer
- Television
- Home Computer
- Stereo or sound systems
- VCR's, DVD players, or digital video recorders
01
C
INCLHOME
[Fill: Was this / Were any of these] included in the home when you
moved in?
<1,2,D,R> [goto next question on grid] [If
no more screeners, goto S1C_end]
1. Yes
2. No
02
-
STLRENT
Last time [YOU_YRCU] reported renting these living quarters.
Do you still rent?
1. Yes
2. No
3. No - buying the sample unit
<1, D, R>
<2>
<3>
[Goto RENTED]
[Goto RTASPAY]
[Goto Section 3]
Section #
Part
Variable Name
02
-
OWNED
Question Text
Do you own this home?
Skip Instructions
<1>
<2, D, R>
[goto Section 3]
[goto RENTED]
* Include CU's with mortgages as owners.
1. Yes
2. No
02
-
RENTED
Do [Fill: YOU_ANYMEM] [fill: still] pay rent for these living
quarters?
<1, D, R> [If Intnmbr is 1 goto RENTX3]
[goto RENTX1]
<2>
[goto RTASPAY]
1. Yes
02
-
MORERENT
Since the first of [fill: REF_MONTH] have [fill:YOU_ANYMEM]
rented any houses, apartments, or temporary living quarters NOTused
entirely for business or vacation?
<1>
[If Intnmbr is 1 goto RENTX3]
[goto RENTX1]
<2,D,R> [goto S2_END]
* Do NOT include college or university regulated housing.
1. Yes
2. No
02
-
RENTX1
What was your total rental payment for [Fill: REF_MONTH] for this
unit?
Include any extra charges for garage or parking facilities, but do not
include direct payments
<0-9999999, D, R> [goto RENTX2]
02
-
RENTX2
What was the total rental payment for [Fill: TWO_MONTH] for this
<0-9999999, D, R>
02
-
RENTX3
What was your total rental payment for [Fill: LAST_MON] for this
unit?
<0-9999999, D, R> [goto RTELECT]
[goto RENTX3]
[fill: Include any extra charges for garage or parking facilities, but do not
include
02
-
RTELECT
Does the rental payment include the cost of. . .Electricity?
1. Yes
2. No
<1, 2, D, R> [goto RTGAS]
Section #
Part
Variable Name
Question Text
Skip Instructions
02
-
RTGAS
* Repeat if necessary
Does the rental payment include the cost of-
<1, 2, D, R> [goto RTWATER]
. . . .Gas?
1. Yes
2. No
02
-
RTWATER
* Repeat if necessary
Does the rental payment include the cost of-
<1, 2, D, R> [goto RTHEAT]
. . .Piped in water?
1. Yes
2. No
02
-
RTHEAT
* Repeat if necessary
Does the rental payment include the cost of-
<1, 2, D, R> [goto RTTRASH]
. . . .Heating?
1. Yes
2. No
02
-
RTTRASH
* Repeat if necessary
Does the rental payment include the cost of-
<1, 2, D, R> [goto RTPARK]
. . .Trash/garbage collection?
1. Yes
2. No
02
-
RTPARK
* Repeat if necessary
Does the rental payment include the cost of-
<1, 2, D, R> [goto RTASPAY]
. . .Garage and parking facilities?
1. Yes
2. No
02
-
RTASPAY
Did [Fill: YOU_ANYMEM] receive any reduced or free rent for
this unit as a form of pay since the first of [Fill: REF_MONTH]?
1. Yes
<1>
[goto RTCOMPX]
<2, D, R> [goto RTBSNS]
2. No
Section #
Part
Variable Name
Question Text
Skip Instructions
02
-
RTCOMPX
What is the current monthly rental charge to another tenant for a
similar unit?
<1-999999, D, R>
02
-
REGRNTX
What is your regular rental payment?
<0-999999, D, R> [goto RTBSNS]
02
-
RTBSNS
Is any portion of this unit used for your own business?
<1>
[goto RTBSNSZ]
<2, D, R> [If PSU = 06037, 06073,
06075, 06087, 06097, 11001, 24021,
24043, 34003, 34013, 34017, 34023,
34027, 34031, 34037, 36005, 36047,
36059, 36061, 36081, 36085, 36087,
36103, 36119, goto RENTCONT] [Else,
1. Yes
2. No
02
-
RTBSNSZ
What percent of the rental payment is counted as a
business expense?
* Enter to the nearest whole percent.
02
-
RENTCONT
Is this unit under rent control?
[goto REGRNTX]
<1-100, D, R> [If PSU = 06037, 06073,
06075, 06087, 06097, 11001, 24021,
24043, 34003, 34013, 34017, 34023,
34027, 34031, 34037, 36005, 36047,
36059, 36061, 36081, 36085, 36087,
36103, 36119, goto RENTCONT] [Else,
<1, 2, D, R> [goto MORERNT]
1. Yes
2. No
02
-
MORERNT
Since the first of [fill: (REF_MONTH)], have [fill:
(YOU_ANYMEM)]
rented any other houses, apartments, or temporary living
quarters NOTused entirely for business or vacation?
<1>
[If Intnmbr is 1 goto RENTX3]
[goto RENTX1]
<,2, D, R> [goto S2_END]
* Do NOT include college or university regulated housing.
03
A1
S3_INTRO
1. Yes
2. No
[Fill: Now I am going to update the information you provided in the
last interview for owned living
quarters and other owned real estate/ Now I am going to ask about
owned living quarters
and other owned real estate.]
1. Enter 1 to Continue
<1> [If there are records on input with
8500.OPB_STAT = 1, goto S3A1_INV]
[If INTNMBR = 2-5 and there are no
records on input with 8500.OPB_STAT=1
goto PURPROP]
Section #
Part
Variable Name
03
A1
STILOWN
Question Text
Skip Instructions
<1,2, D, R> [goto BSNSEXPA]
[fill: Do/Does] [fill: YOU_YRCU] still own your [fill:
8500.PROPDESC]?
1. Yes
03
A1
BSNSEXPA
[Fill: Are/Were] any of the expenses for this property deducted
as business, farm, or rental expenses?
1. Yes
2. No
03
A1
OBSNSZBA
What percent of the expenses for this property are (were) deducted?
<1>
[goto OBSNSZBA]
<2, D, R>
[If there are previously
reported loans with 8500.LOANTYPE = 1,
2 AND
8500.OPF_STAT = 1,
goto MCHANGE]
[Else if there are previously
reported loans with 8500.LOANTYPE = 3
AND
8500.OPH_STAT = 1,
goto PDLOAN2]
[If (no loans) OR (all
previously reported loans have been
updated), goto ADDMORT]
<1-99, D,R> [If (there are previously
reported loans with 8500.LOANTYPE = 1,
2) AND
(8500.OPF_STAT = 1),
goto MCHANGE]
[Else if (there are previously
reported loans with 8500.LOANTYPE = 3)
AND
(8500.OPH_STAT = 1),
goto PDLOAN2]
[If (no loans) OR (all
previously reported loans have been
updated), goto ADDMORT]
<100>
[goto ERR2] [If ERR2 is
suppressed, goto STILOWN for next
property]
[If no more properties, goto
Section #
Part
Variable Name
Question Text
Skip Instructions
03
A1
MCHANGE
[FiIl: Since your last interview, have there been any changes to your
[Fill: Mortgage/lump sum home equity loan] such as refinancing, a change
in property taxes or insurance, or ending the loan?
<1>
[goto MORTCHNG]
<2, D,R> [If 8500.FIXEDRTE = 1 goto
MCHANGE for the next loan for this
property with
8500.LOANTYPE = 1, 2
and 8500.OPF_STAT = 1] If there are loans
with
LOANTYPE=3 and
OPF_STAT = 1 goto PDLOAN2, else goto
ADDMORT
[If 8500.FIXEDRTE ne 1 goto
PYMTJX1]
[Fill: For the [Fill: Mortgage/lump sum home equity loan] in which you
reported a payment of
[Fill: of 8500 MRTPMTX/’blank’], since your last interview, have there
been any changes to that [Fill: Mortgage/lump sum home equity loan],
such as refinancing, a change in property taxes or insurance, or ending
the loan?]
1. Yes
2. No
03
A1
MORTCHNG
What was the reason for the change in your
[fill: mortgage/lump sum home equity loan] for your [fill:
8500.PROPDESC]?
<1,4>
[goto PYRINIJ]
<2>
[goto NEWMRRTJ]
<3>
[goto MORTCHMO]
<5-8, D, R> [goto ORWHAT]
1. Change in escrow payment (include changes in
property taxes, insurance)
2. Change in interest rate
3. Paid off
4. Change in amount of the graduated payment for a
graduated payment [fill: mortgage/lump sum home equity loan]
5. [Fill: Mortgage/Lump sum home equity loan] renegotiated
(rollover or renegotiable
[Fill: mortgage/lump sum home equity loan])
6. Refinanced [fill: mortgage/lump sum home equity loan] (this
includes changing the
term of the [fill: mortgage/lump sum home equity loan])
7. Other reasons
8. More than one of the above
03
A1
ORWHAT
Is this a 30-year [Fill: mortgage/ lump sum home equity loan], a 15year
[Fill: mortgage/ lump sum home equity loan], or something else?
<1, 2, D,R> [goto FIXEDRTJ]
<3>
[goto MRTTERMJ]
1. 30-year
2. 15-year
03
A1
MRTTERMJ
* Enter number of years.
<1-50, D, R> [goto FIXEDRTJ]
Section #
Part
Variable Name
Question Text
Skip Instructions
03
A1
FIXEDRTJ
Is this a fixed rate [Fill: mortgage/lump sum home equity loan]?
<1>
[goto ORGMRTJX]
<2,D,R> [goto PAYTYPJ]
1. Yes
2. No
03
A1
PAYTYPJ
There are many different kinds of [Fill: mortgage/lump sum home
equity loan]s.
Which one of these comes closest to [Fill: YRS_YRCS]?
*Read each item on list.
*Mark all that apply, separate with commas.
<1-3, D,R> [ If precode 3 is included goto
PAYTOTHJ], else goto ORGMRTJX
1. Variable or adjustable interest rate (ARM)
2. Interest only
3. Something else - specify
03
A1
PAYTOTHJ
03
A1
ORGMRTJX
* Specify:
<30 characters> [goto ORGMRTJX]
<1-99999999, D,R> [goto NEWMRRTJ]
What was the amount of the [Fill: mortgage/ lump sum home equity
loan] when
[Fill: YOU_YRCU] first obtained it, not including any interest?
03
A1
NEWMRRTJ
? [F1]
What is the current interest rate for this [Fill: mortgage/ lump sum
home equity loan]?
<00.000 - 99.999, D, R> [goto PYRINIJ]
* Enter percent including decimal
03
A1
H_NEWMRRT
Fraction Conversion Chart For Interest Rates
Fraction
1/2
1/4
3/4
1/8
2/8
3/8
4/8
5/8
6/8
7/8
%
.50
.25
.75
.125
.25
.375
.50
.625
.75
.875
[got back to NEWMRRTJ]
Section #
Part
Variable Name
03
A1
PYRINIJ
Question Text
(Book) 7
On [fill: YR_YRCUS] last regular payment, which of these things
were included?
Skip Instructions
<1-5, 77, R> [If 8500.FIXEDRTE = 2 or
FIXEDRTJ = 2, D, R goto MORTCHMO],
else [goto MRTPMTJX]
<6>
[goto PYJOTH]
* Enter all that apply, separate with commas
1.
2.
3.
4.
5.
6.
Principal
Interest
Property taxes
Property insurance
Mortgage guarantee insurance
Any other payments - specify
77. Don't know
03
A1
H_PAYINCL
Section 3 - OWNED LIVING QUARTERS AND OTHER OWNED
REAL ESTATE
[go back to PYRINIJ or PAYINCL]
MORTGAGE PAYMENT TYPES
123 -4 -5 -6 -03
A1
PYJOTH
03
A1
MRTPMTJX
Principal
Interest
Property taxes
Property insurance
Mortgage guarantee insurance
Any other payments (Specify)
* Specify:
How much is [fill: YR_YRCUS] [Fill: mortgage/lump sum home equity
loan] payment per month?
03
A1
PRININJX
How much of that amount is for [Fill: principal/interest/principal and
interest]?
<30 characters> [FIXEDRTJ = 2, D, R
goto MORTCHMO], else [goto
<1-99999999, D,R> [If any codes 3 - 6
are selected in PYRINIJ goto PRININJX]
[Else goto
MORTCHMO]
<0-99999999, D,R>
[goto MORTCHMO]
Section #
Part
Variable Name
Question Text
Skip Instructions
03
A1
MORTCHMO
In what month did [Fill: you pay off your [Fill: mortgage/lump sum
home equity loan]/
your [Fill: mortgage/lump sum home equity loan] change]?
<1-12,D,R> [ [IF FIXEDRTJ = 2, D, R) or
(FIXEDRTJ ne 1 AND 8500.FIXEDRTE =
2, D, R) goto
PYMTJX1]
ELSE [goto MCHANGE for
next loan for this property with
8500.LOANTYPE = 1, 2 and
8500.OPF_STAT = 1 ]
[If no more loans
with (8500.LOANTYPE = 1, 2 and
8500.OPF_STAT = 1) for
this property
AND there are loans for this property with
8500.LOANTYPE = 3
and
8500.OPH_STAT = 1, goto PDLOAN2]
else [goto
ADDMORT]
03
A1
PYMTJX1
How much was [Fill: YR_YRCUS] payment on this [Fill: mortgage/lump
sum home equity loan] in [fill: REF_MO]?
<0-99999999, D, R> [if any codes 3-6
selected in PYRINIJ or (8500.PAYPROTX
= 3, or 8500.PAYPROIN = 4 or
8500.PAYMORIN = 5, or
8500.PAYOTHER = 6) goto PRNINJX1],
else goto PYMTJX2
If PYMTJX1 = 0 skip to the next payment
03
A1
PRNINJX1
How much of that amount is for [fill: principal/interest/principal and
interest]?
<0-99999999, D, R> [goto PYMTJX2]
03
A1
PYMTJX2
How much was [Fill: YR_YRCUS] payment on this [Fill: mortgage/lump
sum home equity loan] in [fill: TWO_MONTH]?
<0-99999999, D, R> [If any codes 3 to 6
selected in PYRINIJ or (8500.PAYPROTX
= 3, or 8500.PAYPROIN = 4 or
8500.PAYMORIN = 5, or
8500.PAYOTHER = 6) goto PRNINJX2],
else PYMTJX3
If PYMTJX2 = 0 skip to the next payment
03
A1
PRNINJX2
How much of that amount is for [fill: principal/interest/principal and
interest]?
<0-99999999, D, R> [goto PYMTJX3], [If
8500.LOANTYPE = 3, goto PDLOAN2],
else [goto ADDMORT]
Section #
Part
Variable Name
Question Text
Skip Instructions
03
A1
PYMTJX3
How much was [Fill: YR_YRCUS] payment on this [Fill: mortgage/lump
sum home equity loan] in [fill: LAST_MONTH]?
03
A1
PRNINJX3
How much of that amount is for [fill: principal/interest/principal and
interest]?
<0-99999999, D, R> [If any codes 3 to 6
selected in PYRINIJ or (8500.PAYPROTX
= 3, or 8500.PAYPROIN = 4 or
8500.PAYMORIN = 5, or
8500.PAYOTHER = 6) goto PRNINJX3],[
goto MCHANGE for the next loan for this
property with 8500.LOANTYPE = 1 or 2
AND 8500.OPF_STAT = 1], [If
8500.LOANTYPE = 3, goto PDLOAN2],
else [goto ADDMORT]
<0-99999999, D, R> [goto MCHANGE for
next loan for this property with
8500.LOANTYPE = 1 or 2 AND
8500.OPF_STAT = 1], [If
8500.LOANTYPE = 3, goto PDLOAN2],
03
A1
PDLOAN2
Since the first of [Fill: REF_MON], [Fill: HAVE_HAS2] [Fill:
YOU_YRCU]
made any payments for your line of credit home equity loan?
<1>
[goto PD2AMTX]
<2, D, R> [goto TOTOWED2]
1. Yes
2. No
03
A1
PD2AMTX1
What was the total amount paid in [fill: REF_MONTH]?
<0-99999999, D,R> [if INTNMBR = 1
goto TOTOWED2]
[else goto
03
A1
PD2AMTX2
What was the total amount paid in [fill: TWO_MONTH]?
<0-99999999, D,R> [goto PD2AMTX3]
03
A1
PD2AMTX3
What was the total amount paid in [fill: LAST_MONTH]?
<0-99999999, D,R> [goto TOTOWED2]
03
A1
TOTOWED2
How much was owed before the last payment?
<0-99999999, D,R> [goto PDLOAN2 for
next loan for this property with
8500.LOANTYPE = 3 and
8500.OPH_STAT = 1]
[if no more loans for
this property with 8500.LOANTYPE = 3
and
8500.OPH_STAT
= 1, goto ADDMORT]
Section #
Part
Variable Name
Question Text
Skip Instructions
03
A1
ADDMORT
Since the first of [Fill REF_MONTH], [Fill HAVE_HAS2] [Fill
YOU_YRCU]
obtained any [fill: additional] mortgages, including second mortgages
or home
equity loans, for your [Fill: 8500.PROPDESC]?
<1>
[goto HEQUITY]
<2, D, R> [goto S3A1_CHK1]
[Fill: Do not include reverse mortgages.]
1. Yes
2. No
03
A1
HEQUITY
Was this a mortgage or home equity loan?
<1> [goto OTHLOAN]
<2> [goto HELTYPE]
[goto OTHLOAN]
1. Mortgage
2. Home equity loan
03
A1
HELTYPE
<1,2, D, R> [goto OTHLOAN]
There are two basic types of home equity loans:
A loan where [Fill: YOU_YRCU] received the entire lump-sum
borrowed when [Fill: YOU_YRCU] took out the loan; or
A line of credit loan where [Fill: YOU_YRCU] can increase the
amount borrowed by simply writing a check or using a special
credit card.
Which type more closely describes this new home equity loan?
1. Lump sum home equity loan
2. Line of credit home equity loan
03
A1
OTHLOAN
Did you have any other new mortgages or home equity loans for [Fill:
8500.PROPDESC]?
1. Yes
2. No
<1>
[goto HEQUITY]
<2, D, R> [goto S3A1_CHK1]
Section #
Part
Variable Name
Question Text
Skip Instructions
03
A1
PURPROP
[Fill: Other than the Sample Unit which you recently acquired,] [Fill:
s/Since] the first of
[Fill: REF_MONTH], [Fill: HAVE_HAS2] [Fill: YOU_YRCU]
purchased or otherwise acquired
any property or real estate?
<1>
[goto PCODE]
<2, D, R> [goto 3A1_END]
1. Yes
2. No
03
A1
PCODE
(Book) 9
What kind of property(ies) is this new property or real estate?
<1 - 4 > [if 1 selected goto NPROP2]
[if 3 selected goto NPROP4]
[if 4 selected goto NPROP5]
* Enter all that apply, separate with commas
03
A1
NPROP2
1. A second home, vacation home, recreational property or
timeshare
2. Property for business or investment purposes only
3. Unimproved land with no buildings on it
4. Other property
Book #
How many second homes, vacation homes or recreational properties ,
including timeshares?
[F1] <1-20> [if 3 selected in PCODE, goto
NPROP4]
[if 4 selected in PCODE, goto
NPROP5]
[else goto S3A1_END]
* Exclude right-to-use timeshares, vacation clubs, or destination clubs.
03
A1
H_S3A
Section 3 - Owned Living Quarters and Other Owned Real Estate
[go back to NPROP2]
03
A1
NPROP4
How many were unimproved land with no buildings on it?
<1-20> [if 4 selected in PCODE, goto
NPROP5]
[else goto S3A1_END]
03
A1
NPROP5
How many other properties?
<1-20> [goto S3A1_END]
03
A1
PD2A_TX2
** OUT VARIABLE **
03
A1
PD2A_TX3
** OUT VARIABLE **
03
A1
NEWM_RTJ
** OUT VARIABLE **
Section #
Part
Variable Name
03
A2
S3_INTRO
Question Text
Skip Instructions
<1> [goto OTHERHOM]
Now I am going to ask about owned living quarters and other owned
real estate.
1. Enter 1 to Continue
03
A2
OTHERHOM
Since the first of [Fill: REF_MONTH], [Fill: HAVE_HAS] [Fill:
YOU_YRCU]
lived in any other home that [Fill: YOU_ANYMEM] still [Fill:
own/owns]?
<1>
[goto NOPROP]
<2, D,R> [goto BUSPROP3]
1. Yes
2. No
03
A2
NOPROP
03
A2
BUSPROP3
How many?
[Fill: Do/Does] [Fill: YOU_YRCU] own any property only for
business or investment purposes?
<1-20, D,R> [goto BUSPROP3]
<1,2, D, R> [goto SECHOME]
1. Yes
2. No
03
A2
SECHOME
(Book) 6 ? [F1]
<1>
[goto SEC_NUM]
<2, D, R> [goto NOBUILD]
[Fill: In the following questions, please do not include any of the
properties [Fill: YOU_YRCU]
[Fill: own/owns] only for business or investment purposes. ]
[Fill: Other than property you have already mentioned,]
[Fill: Do/Does] [Fill: YOU_YRCU] own a second home, vacation
home,
or recreational property, including timeshares?
* Exclude right-to-use timeshares, vacation clubs, or destination clubs.
03
A2
SEC_NUM
03
A2
NOBUILD
1. Yes
2. No
How many?
Other than property you have already mentioned, [Fill: do/does]
[Fill: YOU_YRCU] own any unimproved land, that is, land without
buildings on it?
1. Yes
2. No
<1-20, D, R> [goto NOBUILD]
<1>
[goto BUILDNUM]
<2, D,R> [goto OTHREAL]
Section #
Part
Variable Name
03
A2
BUILDNUM
03
A2
OTHREAL
Question Text
How many?
[Fill: Do/Does] [Fill: YOU_YRCU] own any other properties?
Please do not include any properties owned only for business or
investment purposes.
Skip Instructions
<1-20, D,R> [goto OTHREAL]
<1>
[goto OTHNUM]
<2, D,R> [goto NOLONGER]
1. Yes
2. No
03
A2
OTHNUM
03
A2
NOLONGER
How many?
Since the first of [Fill: REF_MONTH], did [Fill: YOU_YRCU] own
any
properties that [Fill: YOU_YRCU] no longer [Fill: own/owns]?
<1-20, D,R> [goto NOLONGER]
<1>
[goto NUMPRPTY]
<2, D,R> [goto S3A2_END]
1. Yes
03
A2
NUMPRPTY
How many different properties?
<1-20>
[goto P_TYPE]
[goto S3A2_END]
Section #
Part
Variable Name
Question Text
Skip Instructions
03
A2
P_TYPE
(Book) 6 ? [F1]
<1-5> [If NUMPRTY is D, R goto
S3A2_END]
[If 1 selected in P_TYPE and
NUMPRPTY is greater than 1 goto
HWMANY1]
[If only 1 selected in P_TYPE and
NUMPRPTY = 1 goto S3A2_END]
What type of [Fill: property was it/properties were they]?
* Enter all that apply, separate with commas.
1. A home in which [Fill: YOU_YRCU] used to live
2. Property for business or investment purposes only
3. A second home, vacation home, recreational property, or
timeshare
4. Unimproved land with no buildings on it
5. Other property
.
[If 2 selected in P_TYPE and
NUMPRPTY is greater than 1 goto
HWMANY2]
[If only 2 selected in P_TYPE and
NUMPRPTY = 1 goto S3A2_END]
[If 3 selected in P_TYPE and
NUMPRPTY is greater than 1 goto
HWMANY3]
[If only 3 selected in P_TYPE and
NUMPRPTY = 1 goto S3A2_END]
[If 4 selected in P_TYPE and
NUMPRPTY is greater than 1 goto
HWMANY4]
[If only 4 selected in P_TYPE and
NUMPRPTY = 1 goto S3A2_END]
[If 5 selected in P_TYPE and
NUMPRPTY is greater than 1 goto
HWMANY5]
[If only 5 selected in P_TYPE and
NUMPRPTY = 1 goto S3A2_END]
03
A2
HWMANY1
How many homes in which [Fill: YOU_YRCU] used to live did [Fill:
YOU_YRCU] dispose
of since [Fill: REF_MONTH]?
[goto S3A2_END]
<1-9, D, R> [If 2 selected in P_TYPE goto
HWMANY2]
[If 3 selected in P_TYPE goto
HWMANY3]
[ If 4 selected in P_TYPE
goto HWMANY4]
[ If 5 selected in P_TYPE
goto HWMANY5]
[Else goto S3A2_CHK]
Section #
Part
Variable Name
Question Text
Skip Instructions
03
A2
HWMANY2
How many business or investment properties did [Fill: YOU_YRCU]
dispose of
since [Fill: REF_MONTH]?
<1-9, D, R> [ If 3 selected in P_TYPE
goto HWMANY3]
[ If 4 selected in P_TYPE
goto HWMANY4]
[ If 5 selected in P_TYPE
goto HWMANY5]
[Else goto S3A2_CHK]
03
A2
HWMANY3
How many second homes, vacation homes, recreational properties, or
timeshares
did [Fill: YOU_YRCU] dispose of since [Fill: REF_MONTH]?
<1-9, D, R> [ If 4 selected in P_TYPE
goto HWMANY4]
[ If 5 selected in P_TYPE
goto HWMANY5]
[Else goto S3A2_CHK]
03
A2
HWMANY4
How many unimproved land properties did [Fill: YOU_YRCU] dispose of
since [Fill: REF_MONTH]?
<1-9, D, R> [ If 5 selected in P_TYPE
goto HWMANY5]
[Else goto S3A2_CHK]
03
A2
HWMANY5
How many other properties did [Fill: YOU_YRCU] dispose of since [Fill:
REF_MONTH]?
<1-9, D, R> [goto S3A2_CHK]
Section #
Part
Variable Name
Question Text
03
A2
ERR_NMPROP
** Hard Edit**
-------------------------------------------------------------------------------------------------------------------------* The total number of properties does not match the sum of the
different types of
properties reported.
Skip Instructions
Please verify.
------------------------------------------------------------------------------------------------------------------------Question involved
| Value
-----------------------------------------------------------------------------------------------------------------------HWMANY1: # used to live in
HWMANY2: # business properties
HWMANY3: # second homes
HWMANY4: # unimproved land
HWMANY5: # other properties
NUMPRPTY: # no longer own
________________________________________________________
_____
| Goto | Close |
-----------------------------------------------------------------------------------03
A2
H_PTYPE
Section 3 - OWNED LIVING QUARTERS AND OTHER OWNED
REAL ESTATE
TYPES OF OWNED REAL ESTATE
1 - A home in which you used to live
2 - Property for business or investment purposes
only
3 - A second home, vacation home, or recreational
property, including timeshares
4 - Unimproved land with no buildings on it
5 - Other property
[go to P_TYPE]
Section #
Part
Variable Name
Question Text
Skip Instructions
03
B
WHICH_PROP
[fill: Now I'm going to ask some questions about your owned properties./
<1-5> [goto PROPDESC]
Now I'm going to ask about your next property.]
* Enter type of property
03
B
PROPDESC
[Fill: 2. Former Home]
3. Vacation prop, second home, recreational property
4. Unimproved land
5. Other Property
[Fill: Now I'm going to ask some questions about your Sample Unit.]
[Fill: * Briefly describe the [Fill: former home/Vac./sec./rec. prop or
time share/unimproved land/other property] ].
<30 characters> [If OWNYB = 300 goto
TIMESHAR]
[ELSE goto SHARED2]
<888>
[goto next property]
[Fill: * Press Enter to continue / * Enter 888 to delete this property.
03
B
TIMESHAR
? [F1]
Is this a time-sharing arrangement where [Fill: YOU_YRCU] [Fill:
HAVE_HAS2] use of the property only for a specified time each year?
1. Yes
2. No
<1>[goto SHARWKS]
<2> [goto SHARED2]
Section #
Part
Variable Name
03
B
H_TIMESHAR
Question Text
Skip Instructions
[go back to TIMESHAR]
Collect DEEDED and FEE-SIMPLE timeshares in Section 3.
Deeded and Fee-simple Timeshares
You purchase deeded interest in real estate.
Your purchase is recorded with the court or other authorities in the
place where you purchased the property.
You receive a title in perpetuity, which means you should have the
rights to use, rent, lend, will, and sell your share of the property as you
see fit.
FRACTIONAL OWNERSHIP timeshares usually fall under this
category
oWith fractional ownership, a timeshare owner has the option to
buy a fraction of a year.
The range is usually from 21 days to 4 month.
Collect expenses for NON-DEEDED VACATION CLUBS in Section
17A.
Do NOT collect non-deeded timeshares such as LEASEHOLD or RIGHTTO-USE timeshares in Section 3. Collect these types of timeshares in
Section 17A as vacation clubs.
Leasehold Timeshare
·This is a type of non-deeded timeshare property.
·A leasehold is not in perpetuity.
·A leasehold has a specified expiration date that may be at the end of a
given year or a given number of usages.
Right-to-use
·This is a type of non-deeded timeshare property.
03
B
SHARWKS
How many weeks per year can [fill: YOUR_YRCU] use your timeshare?
<1 - 52, D, R> [goto SHARED1]
03
B
SHARED1
[Fill: Do/Does] [fill: YOU_YRCU] own the timeshare with anyone else
outside your CU?
<1> [goto SHARPER1]
<2, D, R> [goto COUNTRY]
1. Yes
2. No
03
B
SHARPER1
What percent of the timeshare [fill: do/does] [fill: YOU_YRCU] own?
<1 - 99, D, R> [goto COUNTRY]
Section #
Part
Variable Name
Question Text
Skip Instructions
03
B
SHARED2
[Fill: Do/Does] [fill: YOU_YRCU] share ownership of the property
with anyone else?
<1> [goto SHARPER2]
<2, D, R> [if OWNYB = 300, goto
COUNTRY]
[ELSE if INTNMBR = 2 - 5 and
NEWCU is not 1 AND OWNYB ne 100
goto STILOWNB]
[ELSE goto BSNSEXP]
1. Yes
2. No
03
B
SHARPER2
What percentage of the property [fill: do/does] [fill: YOU_YRCU]
<1 - 99, D, R> [If OWNYB = 300, goto
COUNTRY]
[ELSE, if INTNMBR = 2 - 5
AND NEWCU is not 1 AND OWNYB NE
100 goto STILOWNB]
[ELSE, goto BSNSEXP]
03
B
COUNTRY
* Ask if not apparent
* If this is a timeshare with multiple locations, select the most often
used location.
<1>
[goto STATE]
<2, D, R> [If INTNMBR = 2 - 5 AND
NEWCU is not 1 and OWNYB ne 100 goto
STILOWNB]
[ELSE goto BSNSEXP]
Where is the property located?
1. United States
2. Foreign Country
03
B
STATE
03
B
CNTYCODE
* Enter the two character State abbreviation
What county is the property located in?
* If the county name is not found, key X.
03
B
OTHCNTY
* Specify other county
03
B
STILOWNB
* Ask if not apparent
Do you still own this property?
1. Yes
2. No
< 2 character state abbreviation, D, R>
[goto CNTYCODE]
<30 characters, D, R> [If INTMBR = 2 - 5
AND NEWCU is not 1 AND OWNYB ne
100 goto STILOWNB]
[ELSE goto
BSNSEXP'
<30 characters> [If INTNMBR = 2 - 5 AND
NEWCU is not 1 AND OWNYB ne 100
goto STILOWNB
[ELSE goto BSNSEXP]
<1, 2, D, R>
[goto BSNSEXP]
Section #
Part
Variable Name
03
B
BSNSEXP
Question Text
Skip Instructions
[Fill: Are/Were] any of the expenses for this property deducted
as business, farm, or rental expenses?
<1>
[goto OBSNSZB]
<2,D,R> [goto ACQUIRYR]
1. Yes
2. No
03
B
OBSNSZB
What percent of the expenses for this property [Fill: are/were] deducted?
<1-99, D, R> [goto ACQUIRYR]
<100>
[goto Next property, If no
more properties, goto S3I_END]
03
B
ACQUIRYR
In what year did [Fill: YOU_YRCU] close or settle on this property?
<1900 - 9999, D, R> [goto ACQUIRMO]
03
B
ACQUIRMO
In what month did [Fill: YOU_YRCU] close or settle on this property?
<1 - 12, D, R> [If
ACQUIRMO/ACQUIRYR are within the
reference period, goto GIFTPROP]
[Else, goto ANPROPTX]
03
B
GIFTPROP
Was this property received as a gift or inheritance?
<1,D,R> [goto ANPROPTX]
<2>
[goto OWN_PURX]
1. Yes
2. No
03
B
OWN_PURX
(Book) 6 ? [F1]
<0-99999999, D,R> [goto CLOSECST]
What was the total price paid for [Fill: this/the] property, not
including
closing costs? Closing costs include the kinds of things listed
03
B
CLOSECST
(Book) 6 ? [F1]
<0-99999999, D,R> [goto OWNDPMTX]
About how much were the closing costs?
03
B
H_CLOSECOST
Section 3 - OWNED LIVING QUARTERS AND OTHER OWNED
REAL ESTATE
Closing Costs:
Advertising costs
Deed preparation
Escrow payment
Lawyer’s fees
Points paid by buyer
03
B
OWNDPMTX
[go back to OWN_PURX or
CLOSECST]
Property survey charges
Recording fees
Title search
Transfer taxes
Real esate listing service fees
What was the amount of the down payment?
<0-99999999, D,R> [goto ANPROPTX]
Section #
Part
Variable Name
Question Text
Skip Instructions
03
B
ANPROPTX
What [Fill: are/were] the annual property taxes for [Fill: this/the]
<0-99999999, D,R>
goto S3B_END]
[If OWNYB = 400
[Else if OWNYB ne
400 AND NOT (OWNYB = 100 AND
BUILDING (from Section 1C) = 1, 9 , 10]
go to PROPTYPE]
[Else goto S3B_END]
03
B
PROPTYPE
* Ask if not apparent.
* If respondent doesn't know or refuses select pre-code 3.
<1-3> [goto S3B_END]
[Fill: Is/Was] this property a 1. Condominium?
2. Cooperative?
3. Something else?
03
B
S3B_END
03
D
DISPMTHD
** CHECK ITEM **
You said [Fill: YOU_YRCU] no longer [Fill: own/owns] your [Fill:
PROPDESC].
Did [Fill: YOU_YRCU] sell it, give it to someone outside your CU, or
do
something else with it?
03
D
DISPOTH
03
D
DISPYR
1. Sold the property or traded the property in
2. Gave it to someone outside CU
3. Something else, other - specify
* Specify:
[If STILOWNB = 2, goto Section 3D]
[ELSE goto Section 3E]
<1,2, D, R>
<3>
[goto DISPYR]
[goto DISPOTH]
<30 Characters> [goto DISPYR]
<1998 - 9999, D, R> [goto DISPMO]
In what year did [Fill: YOU_YRCU] [Fill: sell (trade) this
property/give this property to
someone outside your CU/dispose of this property]?
03
D
DISPMO
03
D
DISPX
In what month did [Fill: YOU_YRCU] [Fill: sell (trade) this
property/give this property to
someone outside your CU/dispose of this property]?
<1 - 12, D, R> [If DISPMTHD = 1 AND
(DISPMO and DISPYR are within the
reference period)
goto DISPX]
[Else go to S3D_END]
<0-99999999, D,R> [goto DISPEXPX]
What was the selling price (trade-in value)?
Section #
Part
Variable Name
Question Text
Skip Instructions
03
D
DISPEXPX
(Book) 11 ? [F1]
<0-99999999, D, R> [goto S3D_END]
Here is a list of some of the costs people may have when selling
(trading) property. Looking at the list may help you remember
what [Fill: YR_YRCUS] expenses were. What were [Fill:
YR_YRCUS]
03
D
H_DISPEXPX
Section 3 - OWNED LIVING QUARTERS AND OTHER OWNED
REAL ESTATE
[go back to DISPEXPX]
Costs for selling a property:
Advertising costs
Closing costs
Commission to Realtor
Deferred mortgage interest payment
Real estate listing service fees
03
E
Lawyer’s fees
Mortgage penalties
Points for financing
Property inspection
PRESMORT
Now I am going to ask about mortgages for your [Fill: PROPDESC].
Excluding home equity loans, [Fill: and reverse mortgages],
[Fill:do/does] [Fill: YOU_YRCU]
presently have a mortgage on your [Fill: PROPDESC]?
<1>
[goto NUMMORT1]
<2, D, R> [goto HADMORT]
1. Yes
2. No
03
E
NUMMORT1
03
E
HADMORT
How many mortgages [Fill: HAVE_HAS2] [Ffill: YOU_YRCU] had
on this
property since the first of [Fill: REF_MONTH]?
[Fill: HAVE_HAS1] [Fill: YOU_YRCU] had a mortgage on this
property
since the first of [Fill: REF_MONTH]?
<1-8, D, R> [goto HOMEQ_YN]
<1>
[goto NUMMORT2]
<2, D, R > [goto HOMEQ_YN]
1. Yes
03
E
NUMMORT2
<1-8, D, R> [goto HOMEQ_YN]
How many mortgages [Fill: HAVE_HAS2] [Fill: YOU_YRCU] had on
this
property since the first of [Fill: REF_MONTH]?
Section #
Part
Variable Name
Question Text
Skip Instructions
03
E
MRTCPSHA
Since the first of [Fill: REF_MONTH], in addition to [Fill:
YR_YRCUS] share of the
cooperative’s total costs, did [Fill: YOU_YRCU] make payments on
a mortgage
that was obtained from an outside lender for [Fill: YR_YRCUS] shares
<1>
[goto NUMMORT3]
<2, D, R> [goto HOMEQ_YN]
in the cooperative?
1. Yes
2. No
03
E
NUMMORT3
<1-8, D, R> [goto HOMEQ_YN]
How many mortgages [Fill: HAVE_HAS2] [Fill: YOU_YRCU] had on
this
property since the first of [Fill: REF_MONTH]?
03
E
HOMEQ_YN
[Fill: Do/Does] [Fill: YOU_YRCU] have a home equity loan or any
other loan which gives the lender claim on this property in case
the loan is not repaid?
<1>
<2, D, R>
[goto LSHEL_YN]
[goto S3E_END]
1. Yes
2. No
03
E
LSHEL_YN
[Fill: There are two basic types of home equity loans. I’ll describe
both types.
<1>
[got NUMLSHEL]
<2, D, R> [goto LCHEL_YN]
- A loan where [Fill: YOU_YRCU] received the entire lump-sum
borrowed when [Fill: YOU_YRCU] took out the loan; or
- A line of credit loan where [Fill: YOU_YRCU] can increase the
amount borrowed by simply writing a check or using a special
credit card.]
[Fill: HAVE_HAS] [Fill: YOU_YRCU] had a lump sum home equity
loan on
this property since the first of [Fill: REF_MONTH]?
1. Yes
2. No
03
E
NUMLSHEL
<1-8,D,R> [goto LCHEL_YN]
How many?
Section #
Part
Variable Name
03
E
LCHEL_YN
Question Text
[Fill: HAVE_HAS] [Fill: YOU_YRCU] had a line of credit
home equity loan on this property since the first of
[Fill: REF_MONTH]?
Skip Instructions
<1>
[goto NUMLCHEL]
<2, D, R> [goto S3E_END]
1. Yes
2. No
03
E
NUMLCHEL
<1-6, D,R> [goto S3E_END]
How many?
03
F
ORG_INTR
Now I will ask some questions about your [Fill: 1st/2nd, 3rd, etc.] [Fill:
mortgage/lump sum home equity loan]. These questions refer to the
[Fill: mortgage/lump sum home equity loan] you are currently making
<1> Continue [goto ORGMRTX]
<2> Delete the loan [goto S3FG_END]
03
F
ORGMRTX
What was the amount of the [Fill: mortgage/lump sum home equity loan]
when [Fill: YOU_YRCU] first obtained it, not including any interest?
<1-99999999, D,R> [goto FRSTPYYR]
03
F
FRSTPYYR
03
F
FRSTPYMO
In what year did [Fill: YOU_YRCU] make the first payment
on this [Fill: mortgage/lump sum home equity loan]?
<1900-9999, D,R> [goto FRSTPYMO]
<1 - 12, D, R> [goto MTERM]
In what month did [Fill: YOU_YRCU] make the first payment
on this [Fill: mortgage/lump sum home equity loan]?
03
F
MTERM
Is this a 30 year [Fill: mortgage/lump sum home equity loan], a 15 year
<1, 2, D, R> [goto NEWMRRT]
<3>
[goto MORTTERM]
[Fill: mortgage/lump sum home equity loan], or something else?
1. 30-year
2. 15-year
03
F
MORTTERM
* Enter number of years
<1-50, D,R> [goto NEWMRRT]
Section #
Part
Variable Name
Question Text
Skip Instructions
03
F
S3FG_ERR
* Soft Edit
[goto NEWMRRT]
----------------------------------------------------------------------------------------------------------------------* Number of payments made to date is greater than the mortage term
Please verify.
---------------------------------------------------------------------------------------------------------------------Question involved
| Value
-----------------------------------------------------------------------------------------------------------------------(MTERM: mortgage term or
MORTTERM: other mortgage term)
FRSTPYYR: Payment Year
________________________________________________________
_____
| Suppress | Goto |
Close |
-----------------------------------------------------------------------------------03
F
NEWMRRT
What is the current interest rate on this
[Fill: mortgage/lump sum home equity loan]?
<00.000 - 99.999, D, R> [goto FIXEDRTE]
* Enter percent including decimal
03
F
FIXEDRTE
Is this a fixed rate [Fill: mortgage/lump sum home equity loan]?
<1>
[goto PAYINCL]
<2, D,R> [goto PAYTYPE]
1. Yes
2. No
03
F
PAYTYPE
There are many different kinds of [Fill: mortgage/lump sum home
equity loan]s.
Which of these comes closest to [Fill: YRS_YRCS]?
<1-3, D, R> [If precode 3 is included goto
PAYTOTHF], else [goto PAYINCL]
*Read each item on list
*Mark all that apply, separate with commas
1. Variable or adjustable rate of interest (ARM)
2. Interest only
3. Other - specify
03
F
PAYTOTHF
* Specify:
<30 characters> [goto PAYINCL]
Section #
Part
Variable Name
03
F
PAYINCL
Question Text
(Book) 7 [F1]
On [Fill: YR_YRCUS] last payment, which of these things were
included?
Skip Instructions
<1-5, 77, R> [[if FIXEDRTE = 1 goto
MRTPMTX], else [if INTNMBR ne 1goto
PAYMTX1], else [goto PAYMTX3]
<6> [If 6 selected, goto PAYOTHF]
* Read each item on list.
* Enter all that apply, separate with commas.
1.
2.
3.
4.
5.
6.
Principal
Interest
Property taxes
Property insurance
Mortgage guarantee insurance (PMI)
Any other payments - specify
77. Don't know
03
F
S3FG_ER2
* Soft Edit
-----------------------------------------------------------------------------------------------------------------------
[If 6 selected in PAYINCL,
goto PAYOTHF]
Else [If FIXEDRTE = 1
goto MRTPMX], else [if INTNMBR ne 1
goto PAYTMX1], else {goto PAYMTX3]
* Principal and interest were not included in the mortgage payment.
Please verify.
---------------------------------------------------------------------------------------------------------------------Question involved
| Value
-----------------------------------------------------------------------------------------------------------------------PAYINCL: Payment includes
________________________________________________________
_____
| Suppress | Goto |
Close |
-----------------------------------------------------------------------------------03
F
PAYOTHF
* Specify:
< 30 characters> [If FIXEDRTE = 1 goto
MRTPMX], else [If INTNMBR ne 1 goto
PAYMTX1], else goto PAYMTX3]
03
F
MRTPMTX
How much is [fill: YR_YRCUS] [Fill: mortgage/lump sum home equity
loan] payment per month?
<1-99999999, D, R> [If any codes 3-6 are
selected in PAYINCL goto PRININTX]
[Else goto
Section #
Part
Variable Name
Question Text
Skip Instructions
03
F
PRININTX
How much of that amount was for [fill:principal/interest/ and/orprincipal
and interest]?
<0-99999999, D, R> [goto S3FG_END]
03
F
PAYMTX1
How much was [Fill: YR_YRCUS] payment on this [Fill: mortgage/lump
sum home equity loan] in [fill: REF_MONTH]?
<0-99999999, D, R> [if any codes 3-6
selected in PAYINCL goto PRNINTX1] else
[goto PAYMTX2]
If PAYMTX1 = 0 skip to the next payment
(PAYMTX2)
03
F
PRNINTX1
How much of that amount was for [fill:principal/interest/principal and
interest]?
03
F
PAYMTX2
How much was [Fill: YR_YRCUS] payment on this [Fill: mortgage/lump
sum home equity loan] in [fill: TWO_MONTH]?
03
F
PRNINTX2
How much of that amount was for [fill:principal/interest/principal and
interest]?
03
F
PAYMTX3
How much was [Fill: YR_YRCUS] payment on this [Fill: mortgage/lump
sum home equity loan] in [fill: LAST_MONTH]?
03
F
PRNINTX3
How much of that amount is for [fill:principal/interest/principal and
03
F
ORG_DEL
** OUT VARIABLE **
03
H
PAIDLOAN
I’d like to ask some questions about [Fill: YR_YRCUS] line of credit
home equity [Fill: loan/loans].
Since the first of [Fill: REF_MON], [Fill: HAVE_HAS2] [Fill:
YOU_YRCU]
made any payments for [Fill: your/your CU's] [Fill:
loan/1st/2nd/3rd/etc. loan]?
1. Yes
2. No
888. Delete this loan.
<0-99999999, D, R> [goto PAYMTX2]
<1-99999999, D, R> [if any codes 3-6
selected in PAYINCL goto PRNINTX2] else
[goto PAYMTX3]
If PAYMTX2 = 0 skip to next payment
(PAYMTX3)
<0-99999999, D, R> [goto PAYMTX3]
<1-99999999, D, R> [if any codes 3-6
selected in PAYINCL goto PRNINTX3] else
[goto next loan], else [goto S3FG_END]
If PAYMTX3 = 0 goto next loan, else goto
S3FG_END
<0-99999999, D, R> [goto S3FG_END]
<1>
[goto PDAMTX1]
<2, D, R > [goto TOTOWED]
<888>
[go to next loan]
Section #
Part
Variable Name
03
H
PDAMTX1
Question Text
What was the total amount paid in [fill: REF_MONTH]?
03
H
PDAMTX2
Skip Instructions
<0-99999999, D,R> [if INTNMBR = 1
goto TOTOWED]
[else goto PDAMTX2]
<0-99999999, D,R> [goto PDAMTX3]
What was the total amount paid in [fill: TWO_MONTH]?
03
H
PDAMTX3
<0-99999999, D,R> [goto TOTOWED]
What was the total amount paid in [fill: LAST_MONTH]?
03
H
TOTOWED
<0-99999999, D,R> [goto S3H_END]
How much was owed before the last payment?
03
H
S3H_END
03
I
MORTSPEC
* Check Item *
Now I’m going to ask about other ownership costs
for your [Fill: PROPDESC].
[goto PAIDLOAN for next new loan with
LOANTYPE = 3 for this property]
[If no more new loans with LOANTYPE =
3, goto Section 3I]
<1> [goto SPECIALX]
<2> [goto GRNDRENT]
[goto GRNDRENT]
Since the first of [Fill: REF_MONTH], have [Fill : YOU_ANYMEM]
paid more than the amount required on any mortgage or
lump sum home equity loan for this property?
03
I
SPECIALX
03
I
SPECLXCM
03
I
GRNDRENT
1. Yes
2. No
What was the total amount that [Fill: YOU_YRCU] paid extra?
How much of that amount was paid this month?
[Fill: Now I’m going to ask about other ownership costs
for your [Fill: PROPDESC].]
Since the first of [Fill: REF_MONTH], [Fill: HAVE_HAS2]
[Fill:YOU_YRCU] made any payments for ground or land rent
for [Fill: PROPDESC]?
1. Yes
2. No
<1-99999999> [goto SPECLXCM]
[goto GRNDRENT]
<0-99999999, D,R>
[goto GRNDRENT]
<1>
[goto GRNDRNTX]
<2, D,R> [If PROPTYPE eq 1 goto
PAYCONDO]
[If PROPTYPE eq 2 goto
COOPRG3]
[If PROPTYPE eq 3 goto
PAYHOASS]
Section #
Part
Variable Name
Question Text
Skip Instructions
03
I
GRNDRNTX
What was the total amount paid?
<1-99999999> [goto GRNDRTCX]
[If PROPTYPE = 1 goto
PAYCONDO]
[If PROPTYPE = 2 goto
COOPRG3]
[If PROPTYPE = 3 goto
PAYHOASS]
03
I
GRNDRTCX
How much of that amount was paid this month?
<0-99999999, D,R>
goto PAYCONDO]
[If PROPTYPE = 1
[If PROPTYPE = 2
goto COOPRG3]
[If PROPTYPE = 3
goto PAYHOASS]
03
I
PAYHOASS
[Fill: Do/Does] [Fill: YOU_YRCU] make regular payments to
a homeowner’s association?
<1> [goto HORCORG]
<2> [goto SPCLPAY2]
[goto SPCLPAY2]
1. Yes
2. No
03
I
PAYCONDO
[Fill: Are/Is] [Fill: YOU_YRCU] required to make regular payments
of condominium fees for general maintenance or management
services?
1. Yes
<1> [goto HORCORG]
<2> [goto SPCLPAY2]
[goto SPCLPAY2]
Section #
Part
Variable Name
03
I
COOPRG3
Question Text
(Book) 7
Now I’d like to ask you about payments [Fill: YOU_YRCU]
[Fill make/makes] directly to the cooperative for [Fill: YR_YRCUS]
share of its costs.
Skip Instructions
<0, R>
<1-11, 77>
CORGOTH]
[goto SPCLPAY1]
[If 11 selected goto
[Else goto MGOTHER if
there is a LOANTYPE = 1 for this
property]
Since the first of [Fill: REF_MONTH], have [Fill YOU_ANYMEM]
made any payments for any of the things listed on page 14?
* IF YES - Enter all that apply, separate with commas.
* IF NO - Enter 0 for None.
0. None
1. Repayment of loans owed by cooperative
2. Property taxes
3. Property insurance
4. Management
5. Repairs or maintenance, including lawn care or snow removal
6. Improvements
7. Recreational including swimming, golf or tennis facilities
8. Security including guards or alarm systems
9. Utilities such as gas, electricity, water, heat
10. Trash collection
11. Other
77. Don't know
03
I
CORGOTH
* Specify:
<30 characters> [IF at least one loan of
LOANTYPE = 1 for this property, goto
MGOTHER]
[else goto MGOTHERX]
Section #
Part
Variable Name
Question Text
Skip Instructions
03
I
HORCORG
(Book) 7
<1-11, 77>
[If 11 selected goto
HORGOTH]
[else if there is at least one
loan of LOANTYPE = 1 on this property,
goto MGOTHER]
[else goto MGOTHERX]
[goto SPCLPAY2]
Which of the services and privileges listed on page 7 are included in
those payments?
* Enter all that apply. Separate with commas.
1. Management
2. Repairs or maintenance, including lawn care or snow removal
3. Improvements
4. Utilities such as gas, electricity, water, heat
5. Parking
6. Recreational including swimming, golf or tennis facilities
7. Security including guards or alarm systems
8. Maid Service
9. Medical services
10. Trash collection
11. Other
77. Don't know
03
I
HORGOTH
03
I
MGOTHER
* Specify:
Since the first of [Fill: REF_MONTH], have you made ANY regular
payments for
these services?
<30 characters> [If at least one loan of
LOANTYPE = 1 for this property, goto
MGOTHER]
[else goto MGOTHERX]
<1, D, R> [goto MGOTHERX]
<2>
[PROPTYPE = 2 goto
SPCLPAY1]
[PROPTYPE = 1 or 3 goto
1. Yes
2. No
03
I
MGOTHERX
Since the first of [Fill: REF_MONTH], how much [Fill:
HAVE_HAS2]
<1-99999999>
<0, D,R>
SPCLPAY1]
[goto MGOTHRCX]
[PROPTYPE = 2 goto
[PROPTYPE = 1 or 3
goto SPCLPAY2]
03
I
MGOTHRCX
How much of that amount was paid this month?
<0-99999999, D,R> [PROPTYPE = 2 goto
SPCLPAY1]
[PROPTYPE = 1 or 3
goto SPCLPAY2]
Section #
Part
Variable Name
Question Text
Skip Instructions
03
I
SPCLPAY1
(Book 7)
<1>
goto COOPSP3
<2, D, R> goto ASSESSMT
[Fill: HAVE_HAS1] [Fill: YOU_YRCU] made any SPECIAL
payments to
a management service for any of these items listed on page 7?
1. Yes
2. No
03
I
SPCLPAY2
(Book 15)
<1>
goto HOCOSP3
<2, D, R> goto ASSESSMT
[Fill: HAVE_HAS1] [Fill: YOU_YRCU] made any SPECIAL
payments to
a management service for any of these items listed on page 15?
1. Yes
2. No
03
I
H1_SPCLPAY
Section 3 - OWNED LIVING QUARTERS AND OTHER OWNED
REAL ESTATE
Management services for co-ops:
Repayment of loans owed by cooperative
Property taxes
Property insurance
Management
Repairs and maintenance, including lawn care and snow removal
Improvements
Recreational, including swimming, golf and tennis facilities
Security, including guards and alarm systems
Utilities: such as gas, electricity, water, and heat
Trash collection
Other (specify).
[ return to SPCLPAY1]
Section #
Part
Variable Name
Question Text
Skip Instructions
03
I
H2_SPCLPAY
Management services for condos and other property types:
[return to SPCLPAY2]
Management
Repairs and maintenance, including lawn care and snow removal
Improvements
Utilities such as gas, electricity, water, and heat
Parking
Recreational, including swimming, golf, and tennis facilities
Security, including guards and alarm systems
Maid service
Medical services
Trash collection
Other (Specify)
03
I
COOPSP3
(Book) 7
<1-11, 77, R> [If 11 selected goto
COSPOTH]
Since the first of [fill: REF_MONTH], what services were provided?
* Enter all that apply, separate with commas
1. Repayment of loans owed by cooperative
2. Property taxes
3. Property insurance
4. Management
5. Repairs or maintenance, including lawn care or snow removal
6. Improvements
7. Recreational including swimming, golf or tennis facilities
8. Security including guards or alarm systems
9. Utilities such as gas, electricity, water, heat
10. Trash collection
11. Other
77. Don’t know
03
I
COSPOTH
* Specify:
<30 characters> [goto SPECLX]
Section #
Part
Variable Name
03
I
HOCOSP3
Question Text
(Book) 7
Since the first of [Fill: REF_MONTH], what services were provided?
Skip Instructions
<1-11,77,R> [If 11 selected, goto
HOSPOTH]
* Enter all that apply, separate with commas
1. Management
2. Repairs or maintenance, including lawn care or snow removal
3. Improvements
4. Utilities such as gas, electricity, water, heat
5. Parking
6. Recreational including swimming, golf or tennis facilities
7. Security including guards or alarm systems
8. Maid Service
9. Medical services
10. Trash collection
11. Other
77. Don't know
03
I
HOSPOTH
* Specify:
03
I
SPECLX
Since the first of [Fill: REF_MONTH], how much were these
special payments?
<1-99999999> [goto SPECLCX]
[goto ASSESSMT]
03
I
SPECLCX
How much of that amount was paid this month?
<0-99999999, D,R> [goto ASSESSMT]
03
I
ASSESSMT
Since the first of [Fill: REF_MONTH], [Fill: HAVE_HAS2]
[Fill: YOU_YRCU] paid any special assessments to a local
government
for construction or repair of roads, sidewalks, or other things
like that?
<30 characters> [goto SPECLX]
<1>
[goto ASSESSX]
<2, D, R> [If OWNYB = 100 goto
RNTEQVX] [If OWNYB = 300, goto
VAC_OCCQ]
[Else goto S3I_END]
1. Yes
03
I
ASSESSX
03
I
ASSESSCX
What was the total amount paid?
How much of that amount was paid this month?
<1-99999999> [goto ASSESSCX]
[If OWNYB = 100 goto
RNTEQVX] [If OWNYB = 300, goto
VAC_OCCQ]
[Else goto S3I_END]
<0-99999999, D,R> [If OWNYB = 100
goto RNTEQVX] [If OWNYB = 300 goto
VAC_OCCQ]
[Else goto S3I_END]
Section #
Part
Variable Name
Question Text
Skip Instructions
03
I
VAC_OCCQ
Since the first of [fill: REF_MONTH], how much time did you occupy
this [fill: timeshare/property]?
<0, D, R> [If
8500.TIMESHAR/TIMESHAR = 2,D, R
goto VAC_SEC]
[If 8500.TIMESHAR/TIMESHAR = 1,
goto TIME_RNT] [Else, goto S3I_END]
* Enter quantity and select period on next screen.
03
I
VAC_OCCY
* Enter time period.
1.Days
2.Weeks
3.Months
4.Percent
5.Other, specify
<1-4, D,R> [If
8500.TIMESHAR/TIMESHAR = 2,D,R
goto VAC_SEC]
[If
8500.TIMESHAR/TIMESHAR = 1, goto
TIME_RNT] [Else, goto S3I_END]
03
I
VAC_OTH
* Specify:
<30 characters, D, R> [If
8500.TIMESHAR/TIMESHAR = 2, D, R
goto VAC_SEC]
[If
8500.TIMESHAR/TIMESHAR = 1, goto
TIME_RNT] [Else, goto S3I_END]
03
I
VAC_SEC
Since the first of [fill; REF_MONTH], was this property either rented
by someone outside your CU or available to be rented?
<1, >
<2, D, R.>
[goto VAC_RNTQ]
[goto RNTEQVX]
1.Yes
2.No
03
I
VAC_RNTQ
Since the first of [fill; REF_MONTH], how much time was this property
either rented by someone outside your CU or available to be rented?
<0, D, R> [goto RNTEQV2X]
<1-150> [goto VAC_RNTY]
* Enter quantity and select period on next screen.
03
I
VAC_RNTY
* Enter time period.
<1-4, D,R> [goto RNTEQV2X]
<5>
[goto VAC_ROTH]
1.Days
2.Weeks
3.Months
4.Percent
5.Other, specify
03
I
VAC_ROTH
* Specify:
<30 characters, D, R> [goto RNTEQV2X]
03
I
RNTEQV2X
If someone were to rent this home today, how much do you think it
would rent for?
<1-999999, D,R> [goto RENTPERD]
Section #
Part
Variable Name
Question Text
Skip Instructions
03
I
RENTPERD
* Ask if not already stated.
<1-3, D,R> [goto RENTUTIL]
<4>
[goto RNPEROTH]
What period of time does this rental amount cover?
1.Week
2.Month
3.Quarter
4.Other, specify
03
I
RNPEROTH
* Specify:
<30 characters> [goto RENTUTIL]
03
I
RENTUTIL
Does this amount include utilities?
<1, 2, D, R> [goto PROPVALX]
1.Yes
2.No
03
I
RNTEQVX
If someone were to rent this home today, how much do you think it
<1-999999, D,R> [If [ OWNYB = 100] OR
[OWNYB = 300 AND
8500.TIMESHAR/TIMESHAR = 2, D, R],
goto PROPVALX]
[Else, goto S3I_END]
03
I
PROPVALX
About how much do you think this property would sell for on today’s
market?
<0-99999999, D, R> [goto S3I_END]
03
I
TIME_RNT
Since the first of [fill: REF_MONTH], did you rent this timeshare to
someone outside your CU?
<1, 2, D, R> [goto RNTEQV3X]
1.Yes
2.No
03
I
RNTEQV3X
If you were to rent this timeshare today to someone else, instead of using
it yourself, how much would it rent for weekly?
<1-99999, D,R> [goto PRPVAL2X]
03
I
PRPVAL2X
If you were able to sell this timeshare, about how much do you think it
would sell for on today’s market?
<0-99999999, D, R> [goto S3I_END]
03
I
ANYRENT
Since the first of [Fill: REF_MON] have [Fill:YOU_ANYMEM] rented
any houses, apartments, or
temporary living quarters NOT used entirely for business or vacation?
<1>
[if INTNMBR = 2-5 goto
RENTX1 ] [ELSE goto RENTX3]
<2, D, R> [goto Section 4]
* Do NOT include college or university regulated housing.
1. Yes
2. No
Section #
Part
Variable Name
Question Text
Skip Instructions
04
A
S4A_INTRO
(Book) 8
<1> [goto TELEBILL]
Now I am going to ask about bills for telephone services. Please refer
to any
billing statements or other records you have when answering these
questions. Please remember to include any bills you receive or pay
online or have automatically deducted. Report any telephone bill you
have received, even if the bill has not been paid.
04
A
TELEBILL
1. Enter 1 to Continue
(Book) 8 ? [F1]
Since the first of [fill: REF_MONTH], have [fill YOU_ANYMEM]
received any bills for telephone services, including cellular and Voice
Over IP? Do not include bills
for telephones used entirely for business purposes.
<1>
[If entry in any 8500.TELCOMP
1-20, goto PREVCOMP]
[Else, goto TELCOMP
<2,D,R> [goto S4A_END]
1. Yes
2. No
04
A
PREVCOMP
What is the name of the company which provides the service?
[fill: 8500.TELCOMP]
55. Company name not listed
888. Delete the line
04
A
H_S4A
Section 4 - UTILITIES AND FUELS FOR OWNED AND
RENTED PROPERTIES
Part A - Telephone Expenses
TELEPHONE SERVICES INCLUDED IN BILL
1 - Residential Service
2 - Mobile/Cellular Service
3 - Voice Over IP
OTHER TELEPHONE AND NON-TELEPHONE SERVICE
ITEMS
1 - Internet access (including broadband, DSL, or dialup)
2 - Cable or satellite television services
3 - Non-telephone related rentals or purchases such as
<1-20>
<55>
<888>
[goto TELBSNS]
[goto TELCOMP]
[goto TELOTH]
[go back to TELEBILL OR
TELTEMP]
Section #
Part
Variable Name
Question Text
Skip Instructions
04
A
TELCOMP
[fill: What is the name of the company which provides
the service?/ * Enter company name]
<30 characters, NODK, NORF> [goto
TELBSNS]
<888> [goto TELOTH]
04
A
TELBSNS
Will any of the charges be deducted as a business expense?
<1>
[goto TELBSNZ]
<2,D,R> [If Intnmbr = 1, goto
TELCHGX3] [Else, goto TELCHGX1]
1. Yes
2. No
04
A
TELBSNZ
What percentage will be deducted?
04
A
TELCHGX1
How much were you billed for in [fill: REF_MONTH]?
Do not include any unpaid charges from a previous billing period.
<0-999999, D, R> [goto TELCHGX2]
04
A
TELCHGX2
How much were you billed for in [fill: TWO_MONTH]?
Do not include any unpaid charges from a previous billing period.
<0-999999, D, R> [goto TELCHGX3]
04
A
TELCHGX3
How much were you billed for in [fill: LAST_MONTH]?
Do not include any unpaid charges from a previous billing period.
<0-999999, D, R> [If TELCHGX1 OR
TELCHGX2 OR TELCHGX3 = 0, goto
BILPERD]
[Else, goto TYPETEL]
04
A
BILPERD
What is your usual billing period for this service?
<1-99, D,R> [If Intnmbr = 1 goto
TELCHGX3] [Else goto TELCHGX1]
<100>
[ goto, TELOTH]
<1-5, D, R> [goto TYPETEL]
1.Month
2.2 Months
3.Quarter
4.Annual
5.Other
04
A
TYPETEL
What types of telephone services did the bill include?
* Enter all that apply, separate with commas.
* Read each item on list.
1. Residential Service
2. Mobile/Cellular Service
3. Voice Over IP
<1,2, 3, D, R> [goto TELTEMP]
Section #
Part
Variable Name
Question Text
Skip Instructions
04
A
TELTEMP
(Book) 8 ? [F1]
<0, 77> [if 0 only or 77 only, goto
TELOTH]
<1>
[ [If Intnmbr = 1, goto
TINTNTX3] [Else, goto TINTNTX1]
<2>
[ [If Intnmbr = 1, goto
TCABLEX3] [Else, goto TCABLEX1]
<3>
[ If Intnmbr = 1, goto
NTRTPRX3] [Else, goto NTRTPRX1]
[goto TELOTH]
Which of the following telephone service items were included in the
bill(s)?
* Enter all that apply, separate with commas.
*Read each item on list.
0.
1.
2.
3.
None
Internet access (including broadband, DSL, and dial-up)
Cable or satellite television service
Non-telephone related rentals or purchases such as a modem
04
A
TINTNTX1
77. Misc. Combined (unable to specify/DK)
How much of the [fill: REF_MONTH] charges were for internet access?
<0-999999,D,R> [goto TINTNTX2]
04
A
TINTNTX2
How much of the [fill: TWO_MONTH] charges were for internet access?
<0-999999,D,R> [goto TINTNTX3]
04
A
TINTNTX3
How much of the [fill: LAST_MONTH] charges were for internet
<0-999999,D,R> [if TELTEMP = 2 AND
Intnmbr = 1, goto TCABLEX3] [ Else, goto
TCABLEX1]
[ if TELTEMP = 3 AND
Intnmbr = 1, goto NTRTPRX3] [Else, goto
NTRTPRX1]
[else goto TELOTH]
04
A
TCABLEX1
How much of the [fill: REF_MONTH] charges were for cable or satellite
television service?
<0-999999,D,R> [goto TCABLEX2]
04
A
TCABLEX2
How much of the [fill: TWO_MONTH] charges were for cable or
satellite television service?
<0-999999,D,R> [goto TCABLEX3]
04
A
TCABLEX3
How much of the [fill: LAST_MONTH] charges were for cable or
satellite television service?
<0-999999,D,R> [ If Intnmbr = 1AND
TELTEMP = 3, goto NTRTPRX3] [Else,
goto NTRTPRX1]
[else goto TELOTH]
04
A
NTRTPRX1
How much of the [fill: REF_MONTH] charges were for non-telephone
related rentals or purchases?
<0-999999,D,R>
[goto NTRTPRX2]
04
A
NTRTPRX2
How much of the [fill: TWO_MONTH] charges were for non-telephone
related rentals or purchases?
<0-999999,D,R>
[goto NTRTPRX3]
04
A
NTRTPRX3
How much of the [fill: LAST_MONTH] charges were for non-telephone
related rentals or purchases?
<0-999999,D,R>
[goto TELOTH]
Section #
Part
Variable Name
Question Text
Skip Instructions
04
A
TELOTH
Did [fill: YOU_ANYMEM] receive any other bills for telephones not
used entirely for business purposes?
<1> [If Intnmbr = 1, goto TELCOMP,
next line of grid] [Else, goto PREVCOMP,
next line of grid]
<2> [goto S4A_END]
1. Yes
2. No
04
B
FONCARD
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
purchased any pre-paid long distance telephone cards/minutes, not
already reported?
<1>
[goto FONCARDX]
<2,D,R> [goto PRPYCELL]
1. Yes
2. No
04
B
FONCARDX
<1-9999,D,R> [goto FONCRDCX]
What was the total amount paid?
04
B
FONCRDCX
04
B
PRPYCELL
How much of the total was paid this month?
Since the first of [fill: REF_MO], have you had any expenses for
Prepaid Cellular minutes, not already reported?
<0-9999, D, R> [goto PRPYCELL]
<1>
[goto PRPYCLX]
<2, D, R> [goto PYPHONE]
1. Yes
2. No
04
B
PRPYCLX
What was the total amount paid?
<1-9999, D, R> [goto PRPYCCX]
04
B
PRPYCCX
How much of the total was paid this month?
<0-9999, D, R> [goto PYPHONE]
04
B
PYPHONE
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] had
any expenses for public pay phone services not already reported?
<1>
[goto PYPHONEX]
<2,D,R> [goto S4B_END]
* Do not include expenses for phone cards associated with the regular
phone bill or pre-paid
phone cards.
1. Yes
2. No
04
B
PYPHONEX
<0-9999, D, R>
[goto PYPHONCX]
What was the total amount spent?
* For amounts less than $0.50, enter $0
For amounts $0.50 to $0.99, enter $1
04
B
PYPHONCX
How much of the total amount was spent this month?
<0-9999, D, R> [goto S4B_END]
Section #
Part
Variable Name
Question Text
Skip Instructions
04
C
S4C_INTRO
(Book) 8
<1> [goto UTI_ITEM]
Now I am going to ask about cable and satellite TV service, satellite radio
service, and internet service expenditures.
1. Enter 1 to Continue
04
C
UTI_ITEM
(Book) 8 ? [F1]
Since the first of [fill: REF_MONTH] have [fill: YOU_ANYMEM]
had any expenses for ...
* Read each item on list.
1. Cable or satellite TV services, not already reported?
2. Satellite radio services, not already reported?
3. Internet connection or an internet service provider, not already
reported?
4. Listening to or downloading music or audio files?
5. Viewing or downloading video files?
6. Online games or other internet entertainment sites?
7. Internet services away from home such as web cafes or internet
kiosks?
<1-7> [goto INTDESC]
<99> [goto S4C_END]
<888> [goto UTI_ITEM - next line of
grid] [If no more grid lines goto S4C_END]
Section #
Part
Variable Name
04
C
H_S4C
Question Text
Skip Instructions
Section 4 - INTERNET SERVICES EXPENDITURES
[goto UTI_ITEM OR
Part C - CABLE AND INTERNET SERVICES
1 - Cable or satellite TV
Cable TV
DirecTV
TiVo
Dish TV
2 - Satellite Radio Services
Sirius Radio XM Radio
3 - Internet connection or an internet service provider
AOL
Road Runner
ISPs
Comcast
Verizon
4 - Listening to or downloading music or audio files
Napster
Rhapsody
iTunes
5 - Viewing or downloading video files
6 - Online games or other internet entertainment sites
7 - Internet services away from home such as web cafes or internet
kiosks
04
C
INTDESC
04
C
INTMO
What was the expense for?
In what month was the expense?
* Enter 13 for same amount each month of the reference period
[list appropriate months]
<30 characters> [goto INTMO]
[goto INTCHGX]
13. Same amount each month
04
C
INTCHGX
04
C
INTCMB_S
[Fill: How much was this expense?/What is your monthly expense?]
* Enter 'C' for combined expenses.
<1-999999, D, R>
[goto INTCMB_S]
[goto INTCMB]
[goto INTMORE]
Section #
Part
Variable Name
Question Text
Skip Instructions
04
C
INTCMB
(Book) 8 ? [F1]
<1-6, 77> [goto INTMORE]
What was [fill: description] combined with?
* Enter all that apply, separate with commas.
1. Cable or satellite TV services
2. Satellite radio services
3. Internet connection or an internet service provider
4. Listening to or downloading music or audio files
5. Viewing or downloading video files
6. Online games or other internet entertainment sites
7. Internet services away from home such as web cafes or internet
kiosks
04
C
INTMORE
77. Misc. combined (unable to specify/DK)
Did you have any other expenses for [fill: description]?
<1, 2, D, R> [goto INT_ITEM, next line of
grid]
1. Yes
2. No
04
C
S4C_END
** CHECK ITEM **
[goto Section 4D]
04
D
S4D_INTRO
(Book) 8
<1> [goto UTC_ITEM]
Now I am going to ask about utility bills. Please refer to any
billing statements or other records you have when answering these
questions. Please remember to include any bills you receive or pay
online
or have automatically deducted. Report any utility bill you have
received,
even if the bill has not been paid.
Section #
Part
Variable Name
Question Text
Skip Instructions
04
D
UTC_ITEM
(Book) 8 ? [F1]
<1-10> [goto WHATPROP]
<99>
[goto S4D_END]
<888> [go to next line on grid]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
received any bills for any of the following utilities, fuels,
or services? Do not include bills for properties used entirely for
business.
* Read each item on list:
1. Electricity
2. Natural or utility gas
3. Fuel oil
4. Bottled or tank gas
5. Other fuels including wood
6. Piped-in water
7. Sewerage maintenance
8. Trash/garbage collection
9. Water softening service
10. Septic tank cleaning
99. None/No more entries
888. Delete the line
04
D
H_S4D
Section 4 - UTILITIES AND FUEL FOR OWNED AND
RENTED PROPERTIES
Part D - UTILIITES, FUELS, AND SERVICES
1 - Electricity
2 - Natural or utility gas
3 - Fuel oil
4 - Bottled or tank gas
5 - Other fuels including wood
6 - Piped-in water
7 - Sewerage maintenance
8 - Trash/garbage collection including Hazardous waste collection
Recycable material collection
Waste disposal
9 - Water softening service
10 - Septic tank cleaning
[goto UTC_ITEM OR
UTILCMB]
Section #
Part
Variable Name
Question Text
Skip Instructions
04
D
WHATPROP
Which property was the bill for?
<1-20, 40>
[If UTC_ITEM = 1-3, 6-8
and no data in any 8500.COMPNAME [1][40] goto COMPNAME] [[If UTC_ITEM
= 1-3, 6-8 and any data in
8500.COMPNAME [1]-[40] goto
LASTCOMP] ELSE goto UTILBUSN]
<41,42,43, D, R> [goto UTLPDESC]
[fill: all PROPNUM, PROPDESC from Section 3]
[fill: 40. Rented sample unit]
[fill: 41. Other rental unit]
42. Rented vacation property
43. Property not owned or rented by CU
04
04
agency which
D
UTLPDESC
* Briefly describe the property.
D
LASTCOMP
<1-20 > [goto UTILBUSN]
<30 characters> [If UTC_ITEM = 1-3, 6-8
AND no data in any 8500.COMPNAME
[1]-[40] goto COMPNAME], [If
UTC_ITEM = 1-3, 6-8 and any data in
8500.COMPNAME [1]-[40] goto
What is the name of the company or government
provides [fill: description]?
[Fill: Company names reported last interview]
<55> [goto COMPNAME]
55. Company name not listed
04
D
COMPNAME
04
D
UTILBUSN
What is the name of the company or government agency which provides
[fill: description]?
<30 characters>
<1-2, D, R>
[goto UTILBUSN]
[goto HAVEBILL]
Will any part of the [fill: description] charges be deducted as a
business expense?
1. Yes
2. No
04
D
HAVEBILL
<1, 2, D, R> [If INTNMBR = 1 goto
UTLCHGX3] else [goto UTLCHGX1]
* Does the respondent have a bill or statement showing the charges?
Answer NO if only checkbook records are being used.
1. Yes
04
D
UTLCHGX1
How much were you billed for in [fill: REF_MONTH]?
<0-999999, D, R> [goto UTILCHGX2]
04
D
UTLCHGX2
How much were you billed for in [fill: TWO_MONTH]?
<0-999999, D, R> [goto UTILCHGX3]
Section #
Part
Variable Name
Question Text
Skip Instructions
04
D
UTLCHGX3
How much were you billed for in [fill: LAST_MONTH]?
<0-999999, D, R> [If UTLCHGX1 ne 0
AND UTLCHGX2 ne 0 AND UTLCHGX3
ne 0 goto UTILCMB_S]
[else goto BLPERIOD]
04
D
BLPEROTH
<30 characters>
[goto UTILCMB_S]
* Specify:
04
D
BLPERIOD
What is your usual billing period for the service?
1.
2.
3.
4.
5.
<1-4, D, R> [goto UTILCMB_S]
<5> [goto BLPEROTH]
Month
2 months
Quarter
Annual
Other
04
D
UTILCMB_S
* Enter 'C' for a combined expense
[goto UTILCMB]
[goto MOREBILL]
04
D
UTILCMB
(Book) 8 ? [F1]
What other utilities, fuels, or services was [fill: description]
combined with?
<1-10, 77>
[goto MOREBILL]
* Enter all that apply, separate with commas.
1. Electricity
2. Natural or utility gas
3. Fuel oil
4. Bottled or tank gas
5. Other fuels including wood
6. Piped-in water
7. Sewerage maintenance
8. Trash/garbage collection
9. Water softening service
10. Septic tank cleaning
77. Misc. combined (unable to
specify/DK)
04
D
MOREBILL
Did you receive any other [fill: description] bills?
<1, 2,D,R>
of grid]
[goto UTC_ITEM, next line
1. Yes
2. No
05
-
S5_INTRO
(Book) 9
Now I am going to ask about expenses for construction, repairs,
alterations and maintenance of property.
1. Enter 1 to Continue
<1>
[goto CRB_ITEM]
Section #
Part
Variable Name
Question Text
Skip Instructions
05
-
CRB_ITEM
(Book) 9 ? [F1]
<1-20>
[goto CRMPROPI]
<95>
[goto next row]
<99>
[goto ADVMATER]
<888>
[goto UTB_ITEM - next line of
grid] [if no more grid lines goto
SCREEN 1 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] had
expenses for* Read each item on list.
1. Dwellings under construction including a vacation home or
second home?
95. Continue list
888. Delete the line
SCREEN 2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Have there been any expenses for property you owned or rented since
the first of [fill REF_MONTH],
for any of the following jobs? [fill: (Renters should not include jobs
that have been or will be totally
reimbursed by anyone outside of their CU.)]
* Read each item on list.
2. Building an addition to the house or a new structure, such as a porch,
garage, or new wing
3. Finishing a basement or an attic or enclosing a porch
4. Remodeling one or more rooms in the house
5. Landscaping the ground or planting new shrubs or trees
6. Building outdoor patios, walks, fences, or other enclosures,
driveways, or permanent swimming
pools or hot tubs
95. Continue list
888. Delete the line
SCREEN 3 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Have there been any expenses that deal with the upkeep or improvement
of this unit or any other unit you owned or rented since the first of [fill:
REF_MONTH]? [fill: (Renters should not include jobs that have been or
will be totally reimbursed by anyone outside of their CU.)]
Section #
Part
Variable Name
Question Text
Skip Instructions
ADVMATER]
* If Yes- Read each item on list
Which of the following did you have expenses for?
7. Repairing outdoor patios, walks, fences,
driveways,or permanent swimming pools
8. Inside painting or papering
9. Outside painting
10. Plastering or paneling
11. Plumbing or water heating installations or repairs
12. Electrical work
13. Heating or air conditioning jobs
14. Flooring repair or replacement, including inlaid linoleum or vinyl
tile
15. Insulation
16. Roofing, gutters or downspouts
17. Siding
18. Installation, repair, or replacement of window panes, screens,
storm doors, awnings, and the like
19. Masonry, brick or stucco work
20. Other improvements or repairs
95. Continue list
888. Delete the line
SCREEN 4 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Have there been any expenses for any other property, such as property
that you do not own or rent,
paid for by [fill: YOU_ANYMEM]?
* If YesWhich type of job were those expenses for?
1. Dwellings under construction 12. Electrical work
2. Building an addition
13. Heat or air conditioning
3. Finishing a basement, etc.
14. Floor repair/replace
4. Remodeling
15. Insulation
5. Landscaping
16. Roofing, gutters or downspouts
6. Build outdoor patios, etc.
7. Repair outdoor patios, etc.
etc.
17. Siding
18. Install/repair/replace windows,
8. Inside paint or paper
9. Outside painting
19. Masonry, brick or stucco
20. Other improvements or repairs
Section #
Part
Variable Name
Question Text
10. Plastering or paneling
Skip Instructions
Section #
Part
Variable Name
Question Text
Skip Instructions
05
-
H_S5
Section 5 - CONSTRUCTION, REPAIRS, ALTERATIONS
AND MAINTENANCE OF
OWNED AND RENTED
PROPERTY
[goto CRB_ITEM OR
S5A_COMB OR S5B_COMB OR
JOBCODE]
JOB TYPES
1 - Dwellings under construction, including a vacation or second home
2 - Building an addition to the house or a new structure such as a porch,
garage, or new wing
3 - Finishing a basement or an attic or enclosing a porch
4 - Remodeling one or more rooms in the house
5 - Landscaping the ground or planting new shrubs or trees
6 - Building outdoor patios, walks, fences, or other enclosures,
driveways, or permanent
swimming pools
7 - Repairing outdoor patios, walks, fences, driveways, or permanent
swimming pools
(including permanent above ground swimming pools)
8 - Inside painting or papering, spackling, sanding
9 - Outside painting, caulking, sanding, or surface repairs
10 - Plastering or paneling
11 - Plumbing or water heating installations and repairs
12 - Electrical work
13 - Heating or air conditioning jobs
14 - Flooring repair or replacement, including inlaid linoleum or vinyl
tile
15 - Insulation
16 - Roofing, gutters, or downspouts
17 - Siding
18 - Installation, repair, or replacement of window panes, screens, storm
doors, awnings, and
Section #
Part
Variable Name
Question Text
Skip Instructions
the like
19 - Masonry, brick, or stucco work
20 - Other improvements or repairs (include security systems which are
hard-wired into the home)
05
-
CRMPROPI
On which property was the work done?
[fill: all PROPNUM, PROPDESC from Section 3]
<1-20>
<97>
<98,99,D,R>
[goto WRKDESC]
[goto WRKDESC]
[goto PRP5DESC]
[fill: 97. Rented sample unit]
[fill: 98. Other rental unit]
99. Property not owned or rented by CU
05
-
PRP5DESC
Briefly describe the property.
<30 characters>
05
-
WRKDESC
What work was done?
<90 characters>
goto TOTJBCST]
*The description should be adequate to classify "alteration", "repair",
etc., and to identify in next
interview.
[goto
[If CRB_ITEM eq 1,
[if CRB_ITEM eq
2, goto TEMPCODE]
[if CRB_ITEM eq 3
, goto TOTJBCST]
[if CRB_ITEM eq
4, goto TEMPCODE]
[if CRB_ITEM eq
5, goto TOTJBCST]
[if CRB_ITEM eq
6, goto TEMPCODE]
[if CRB_ITEM eq
8, goto TEMPCODE]
[ifCRB_ITEM eq 9,
goto TOTJBCST]
[if CRB_ITEM eq
7,10-20, goto CRMTYPE]
Section #
Part
Variable Name
Question Text
Skip Instructions
05
-
CRMTYPE
*Enter the appropriate job classification code.
<2>
[if CRB_ITEM is 10, 13, 15, 17,
goto TOTJBCST]
[else, goto TEMPCODE]
[fill: (display)]
<3>
[if CRB_ITEM is 10, 12, 13, 14,
15, 17, 19 goto TOTJBCST]
[else, goto TEMPCODE]
<4>
[if CRB_ITEM is 11, 12, 13, 14,
15, 17, 19 goto TOTJBCST]
[else, goto TEMPCODE]
[goto TEMPCODE]
Section #
Part
Variable Name
05
-
H_CRMTYPE
Question Text
Job Classifications (CRMTYPE):
Additions (Pre-code 1): An addition increases the floor space or roofed
over area of a residential
structure. Examples include:
· Adding a room
· Adding a wing
· Adding a second story
· Digging or enlarging a basement
· Lifting a roof
· Building an attached or detached garage or shed
· Building an enclosed porch or deck.
Alterations (Pre-code 2): An alteration is a change made either to the
inside of the structure
or to the grounds or outbuildings. Examples include:
· Insulating an attic
· Installing a pool or hot tub
· Landscaping the yard
· Installing a walkway or driveway
· Running electricity or plumbing to an outbuilding
· Wood floor replaced with linoleum
· Demolition of part of a building
· Remodeling a kitchen or bathroom
Replacement (Pre-code 3): A replacement is when existing equipment
or structural items
are replaced with like materials or items. Examples include:
· Replacement of existing central air conditioning.
· Replacement of an entire roof
· Replacement of a bathtub
· Replacing a wood floor with new wood
Maintenance and repair (Pre-code 4): Maintenance and repair include
work performed
to keep the existing structure or equipment in good stable functioning
condition.
Examples include:
· Painting the house
· Replacing part of an air conditioner
· Fixing a broken pipe
Skip Instructions
[go back to CRMTYPE]
· Wallpapering
· Replacement of a few worn roofing shingles
Section #
Part
Variable Name
Question Text
Skip Instructions
· Patching a driveway
· Replacing a damaged floor or ceiling tile
05
-
TEMPCODE
*Enter the appropriate detailed job code.
<1-10, D,R>
[goto TOTJBCST]
[fill: (detailed job code)]
05
-
TOTJBCST
What was the total cost of the job?
<1-999999,D,R>
S5BCMB_S]
[goto
Include all costs paid for by [fill: YOU_ANYMEM] or by someone
outside your CU, such as insurance companies, and so forth.
05
-
S5BCMB_S
*Enter 'C' for a combined expense
[goto S5B_COMB]
[goto CONTRACT]
05
-
S5B_COMB
(Book) 9 ? [F1]
<1-20,77>
[goto CONTRACT]
What other work was included in this job?
*Enter all that apply, separate with commas.
1. Dwellings under construction
2. Building an addition
3. Finishing a basement
conditioning
4. Remodeling
5. Landscaping
6. Build outdoor patios
downspouts
7. Repair outdoor patios
8. Inside paint or paper
Install/repair/replace windows, etc.
9. Outside painting
stucco
10. Plastering or paneling
improvements or repairs
11. Plumbing
12. Electrical work
13. Heat or air
14. Floor repair/replace
15. Insulation
16. Roofing, gutters or
17. Siding
18.
19. Masonry, brick or
20. Other
77. Misc. Combined
05
-
CONTRACT
Did you do all the work yourself or did you pay someone or contract with
a builder to do all or part of the work?
1. Self Only
2. Paid or contracted with someone else
3. Both
<1,D,R>
[goto CRMMATER]
<2,3>
[ If Intnmbr is 1 goto
CNTRCTX1, else goto CNTRCTX3]
Section #
Part
Variable Name
Question Text
Skip Instructions
05
-
CNTRCTX3
What was the total cost for all labor, materials, appliances, or equipment
THEY PROVIDED in
[fill: REF_MONTH]?
<0-999999 D,R>
[ goto
05
-
CNTRCTX2
What was the total cost for all labor, materials, appliances, or equipment
THEY PROVIDED in
[fill: TWO_MONTH]?
<0-999999 D,R>
[goto
05
-
CNTRCTX1
What was the total cost for all labor, materials, appliances, or equipment
THEY PROVIDED in [fill: LAST_MON]?
<0-999999,D,R>
05
-
CNTRCTX0
[Fill: How much was paid this month?/ What was the total cost for all
labor, materials, appliances, or equipment THEY PROVIDED in [fill:
CUR_MONTH]? ]
<0-999999 D,R>
[ if Intnmbr is 2-5
AND (CNTRCTX3 or CNTRCTX2 or
CNTRCTX1 or CNTRCTX0)
eq D, goto
CONTRCTX]
[if CRB_ITEM eq
1-4, 11-13, 20 goto MAJ_APPL]
[Else, goto
CRMMATER]
05
-
CONTRCTX
Since the first of [fill: REF_MONTH], how much have you paid for labor
and any materials THEY PROVIDED?
<0-999999 D,R >
[if CRB_ITEM is
1-4, 11-13, 20 goto MAJ_APPL]
[Else, goto
CRMMATER]
05
-
MAJ_APPL
(Book) 10 ? [F1]
<1>
<2,D,R>
Did the charge(s) include the cost of any appliances or equipment?
1. Yes
2. No
[goto
[goto APP_SCR]
[goto CRMMATER]
Section #
Part
Variable Name
05
-
APP_SCR
Question Text
Skip Instructions
(Book) 10 ? [F1]
<1-17>
Which of the following appliances or equipment did it include?
* Enter up to six, separate with commas.
1. Cooking stove, range, or oven
detectors
2. Microwave oven
3. Refrigerator or Home Freezer
conditioner
4.Built-in dishwasher
and heating equipment
5.Portable dishwasher
appliances and equip.
6. Garbage disposal
7. Clothes washer
8. Clothes dryer
9. Range hood
10. Smoke alarms and
11. Trash compactor
12. Window air
13. Portable cooling
14.Other major home
[goto APPL_X1]
[goto CRMMATER]
Section #
Part
Variable Name
05
-
H_APPSCR
Question Text
Section 5 - CONSTRUCTION, REPAIRS, ALTERATIONS
AND
MAINTENANCE OF OWNED AND RENTED
PROPERTY
APPLIANCES
1 - Electric cooking stove, range, or oven
2 - Gas cooking stove, range, or oven
3 - Microwave oven
4 - Other cooking stove, range, or oven including wood, coal, or peat
burning stoves
5 - Refrigerator
6 - Home freezer
7 - Dishwasher - built-in
8 - Dishwasher - portable
9 - Garbage disposal
10 - Clothes washer
11 - Clothes dryer
12 - Range hood
13 - Smoke alarms and detectors
14 - Trash compactor
15 - Window air conditioner
16 - Portable cooling and heating equipment, including portable
dehumidifiers, humidifiers, fans,
and space heaters; excluding window air conditioners
17 - Other major home appliances and equipment
Skip Instructions
MAJ_APPL]
[goto APP_SCR OR
Section #
Part
Variable Name
Question Text
Skip Instructions
05
-
APPL_X1
What was the total cost for [fill: (description)]?
<1-999999,D,R>
[If there is a second
selection in APP_SCR, goto APPL_X2]
[goto CRMMATER]
05
-
APPL_X2
What was the total cost for [fill: (description)]?
<1-999999,D,R> [If there is a third
selection in APP_SCR, goto APPL_X3]
[goto CRMMATER]
05
-
APPL_X3
What was the total cost for [fill: (description)]?
<1-999999,D,R> [If there is a fourth
selection in APP_SCR, goto APPL_X4]
[goto CRMMATER]
05
-
APPL_X4
What was the total cost for [fill: (description)]?
<1-999999,D,R>
[If there is a fifth
selection in APP_SCR, goto APPL_X5]
[goto CRMMATER]
05
-
APPL_X5
What was the total cost for [fill: (description)]?
<1-999999,D,R>
[If there is a sixth
selection in APP_SCR, goto APPL_X6]
[goto CRMMATER]
05
-
APPL_X6
What was the total cost for [fill: (description)]?
<1-999999,D,R>
CRMMATER]
05
-
CRMMATER
Have [fill: YOU_ANYMEM] PURCHASED any materials, supplies, tools
or equipment for doing this job?
<1>
goto SUPPLYX3]
[goto
[ if Intnmbr is 2-5,
[else if Intnmbr is
1. Yes
2. No
1, goto SUPPLYX1]
<2, D,R>
[ goto
05
-
SUPPLYX3
What was the total cost for all items [fill: YOU_YRCU] purchased for
this job in [fill: REF_MONTH]?
<0-999999 D,R>
[goto
05
-
SUPPLYX2
What was the total cost for all items [fill: YOU_YRCU] purchased for
this job in [fill: TWO_MONTH]?
<0-999999, D,R>
SUPPLYX1]
05
-
SUPPLYX1
What was the total cost for all items [fill: YOU_YRCU] purchased for
this job in [fill: LAST_MON]?
<0-999999, D,R>
05
-
SUPPLYX0
What was the total cost for all items [fill: YOU_YRCU] purchased for
this job in [fill: CUR_MONTH]?
<0-999999,D,R> [if Intnmbr is 2-5 and
SUPPLYX3 or SUPPLYX2 or SUPPLYX1
or SUPPLYX0 eq D
goto SUPPLYX]
[else goto TOOLRENT]
05
-
SUPPLYX
Since the first of [fill: REF_MONTH], what was the total cost of all
items [fill: YOU_YRCU] purchased for this job?
<0-999999,D,R>
[goto
[goto SUPPLYX0]
[goto TOOLRENT]
Section #
Part
Variable Name
Question Text
Skip Instructions
05
-
TOOLRENT
Have [fill :YOU_ANYMEM] RENTED any tools or equipment for doing
this job?
<1>
5, goto TOOLRTX3]
[ if Intnmbr is 2[if Intnmbr is 1,
1. Yes
2. No
goto TOOLRTX1]
< 2, D,R>
[goto REIMBRS]
05
-
TOOLRTX3
What was the total cost for all items [fill: YOU_YRCU] rented for this
job in [fill: REF_MONTH]?
<0-999999,D,R>
TOOLRTX2]
[goto
05
-
TOOLRTX2
What was the total cost for all items [fill: YOU_YRCU] rented for this
job in [fill: TWO_MONTH]?
<0-999999,D,R>
TOOLRTX1]
[goto
05
-
TOOLRTX1
What was the total cost for all items [fill: YOU_YRCU] rented for this
job in [fill: LAST_MON]?
<0-999999,D,R>
TOOLRTX0]
[goto
05
-
TOOLRTX0
What was the total cost for all items [fill: YOU_YRCU] rented for this
job in [fill: CUR_MONTH]?
<0-999999,D,R> [if Intnmbr is 2-5 and
(TOOLRTX3 or TOOLRTX2 or
TOOLRTX1 or TOOLRTX0 eq D )
goto TOOLRTX]
[else goto REIMBRS]
05
-
TOOLRTX
Since the first of [fill: REF_MONTH], what was the total cost for all
items [fill: YOU_YRCU] rented for this job?
<0-999999,D,R>
REIMBRS]
05
-
REIMBRS
Was or will any of the total cost [fill: of $(TOTJBCST)/of this job] be
reimbursed or paid by someone outside of your CU?
<1>
<2,D,R>
[goto
[goto REIMBRSZ]
[goto CRMBSNSD]
1. Yes
2. No
05
-
REIMBRSZ
What percent of the total cost was or will be reimbursed or paid by
someone outside of your CU?
<1-100 D,R>
CRMBSNSD]
05
-
CRMBSNSD
Were or will any of these expenses for this job be deducted as a business
expense?
<1>
[goto
[goto CRMBSNSZ]
1. Yes
2. No
05
-
CRMBSNSZ
What percent was or will be deducted?
<1-100,D,R>
05
-
ANY5MORE
Did you have any other expenses for [fill: (job description)]?
<1,2, D,R>
row]
1. Yes
2. No
[goto
[goto CRB_ITEM, next
Section #
Part
Variable Name
Question Text
Skip Instructions
05
-
ADVMATER
Since the first of [fill: REF_MONTH], excluding this month, have [fill:
YOU_ANYMEM] purchased
any materials or supplies that were FOR JOBS NOT YET STARTED?
<1>
<2, D,R>
[goto ADVDESC]
[goto MATNSPEC]
1. Yes
2. No
05
-
ADVDESC
What kind of job will the materials be used for?
<70 characters>
[goto
* Enter a brief description.
05
-
JOBCODE
(Book) 9 ? [F1]
<1-20, D, R>
[goto ADVMATX]
<1-999999, D, R>
[goto S5ACMB_S]
* Select a job type below.
05
-
ADVMATX
1. Dwellings under construction
12. Electrical work
2. Building an addition
13. Heat or air conditioning
3. Finishing a basement, etc.
14. Floor repair/replace
4. Remodeling
15. Insulation
5. Landscaping
16. Roofing, gutters, or
downspouts
6. Build outdoor patios, etc.
17. Siding
7. Repair outdoor patios, etc.
18. Install/repair/replace
windows, etc
8. Inside paint or paper
19. Masonry, brick or stucco.
9. Outside painting
20. Other improvements or
repairs
What was the total cost of these materials and supplies?
05
-
S5ACMB_S
*Enter 'C' for a combined expense
[goto S5A_COMB]
[goto MATNSPEC]
Section #
Part
Variable Name
Question Text
Skip Instructions
05
-
S5A_COMB
(Book) 9 ? [F1]
<1-20,77>
[goto MATNSPEC]
<1>
<2, D,R,>
[goto MATNSPCX]
[goto S5_END]
What other work will be included in this job?
*Enter all that apply, separate with commas.
1. Dwellings under construction
2. Building an addition
3. Finishing a basement
conditioning
4. Remodeling
5. Landscaping
6. Build outdoor patios.
downspouts
7. Repair outdoor patios
8. Inside paint or paper
Install/repair/replace windows, etc.
9. Outside painting
stucco
10. Plastering or paneling
improvements or repairs
11. Plumbing
12. Electrical work
13. Heat or air
14. Floor repair/replace
15. Insulation
16. Roofing, gutters, or
17. Siding
18.
19. Masonry, brick or
20. Other
77. Misc. combined
05
-
MATNSPEC
Since the first of [fill REF_MONTH], excluding this month, have [fill:
YOU_ANYMEM] purchased
any materials or supplies that were NOT FOR ANY SPECIFIC JOB?
1. Yes
2. No
05
-
MATNSPCX
What was the total cost?
<1-999999, D,R>
06
A
S6A_INTRO
(Book) 11
<1> [goto APA_ITEM]
Now I am going to ask about the purchase or rental of major household
appliances.
1. Enter 1 to Continue
[goto
Section #
Part
Variable Name
Question Text
Skip Instructions
06
A
APA_ITEM
(Book) 11 ? [F1]
<1-12> [goto MAJTYPE]
<99>
[goto S6A_END]
<888> [goto APA_ITEM - next line of
grid] [If no more grid lines goto S6A_END]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
purchased or rented any of the following items for your CU
or for someone outside of your CU?
* Read each item on list.
1. Microwave oven
6. Portable dishwasher
2. Cooking stove, range or oven 7. Garbage disposal
3. Range hood
8. Clothes washer
4. Refrigerator or home freezer
9. Clothes dryer
5. Built-in dishwasher
99. None/No more entries
888. Delete the line
Section #
Part
Variable Name
Question Text
Skip Instructions
06
A
H_S6A
Section 6 -- APPLIANCES, HOUSEHOLD EQUIPMENT, AND
OTHER SELECTED ITEMS
[go back to where the F1 was
pressed]
Part A - HOUSEHOLD APPLIANCES
1 - MICROWAVE OVEN
2 - ELECTRIC STOVE, RANGE, OR OVEN
(including convection oven)
3 - GAS STOVE, RANGE, OR OVEN
4 - OTHER STOVE, RANGE, OR OVEN
(such as a wood burning stove)
5 - RANGE HOOD
6 - REFRIGERATOR
(including refrigerator/freezer combinations)
7 - HOME FREEZER
8 - BUILT-IN DISHWASHER
9 - PORTABLE DISHWASHER
10 - GARBAGE DISPOSAL
11 - CLOTHES WASHER
(including washer/dryer combinations)
12 - CLOTHES DRYER
06
A
MAJTYPE
<30 characters>
[goto GFTC_MAJ]
What did you purchase or rent?
* Enter brief description of the item
06
A
GFTC_MAJ
Was this item -
<1, 3, D, R> [goto MAJ_MO]
<2>
[goto MAJ_AMOUNT]
1. Purchased for someone inside the CU?
2. Rented?
3. Purchased for someone outside your CU?
06
A
MAJ_MO
When did you purchase it?
[goto MAJ_AMOUNT]
Section #
Part
Variable Name
Question Text
Skip Instructions
06
A
MAJ_AMOUNT
[fill:
What was the purchase price ?/
What was the total rental expense since the first of [fill:
REF_MONTH]
<1-999999> [goto MAJTAX]
[goto INSTALL]
06
A
MAJTAX
Did this include sales tax?
<1, 2, D, R>
[goto INSTALL]
1. Yes
2. No
06
A
INSTALL
Were there any extra charges for installation or delivery?
<1>
[goto MAJINSTX]
<2,D,R> [goto MAJCMB_S]
*Include charges for disposal of old appliances
1. Yes
2. No
06
A
MAJINSTX
How much?
<1-999999,D,R>
[goto MAJCMB_S]
06
A
MAJCMB_S
* Enter 'C' for a combined expense
[goto MAJCMB]
[goto MAJOTHER]
06
A
MAJCMB
(Book) 11 ? [F1]
<1-9, 77> [goto MAJOTHER]
What other appliances is the [Fill: (description)] combined with?
* Enter all that apply, separate with commas
1. Microwave oven
6. Portable dishwasher
2. Cooking stove, range or oven 7. Garbage disposal
3. Range hood
8. Clothes washer
4. Refrigerator or home freezer 9. Clothes dryer
5. Built-in dishwasher
77. Misc. combined (unable to
specify/DK)
>Variable Name
MAJCMB
06
A
MAJOTHER
Did you purchase or rent any other [fill: description]?
1. Yes
2. No
<1, 2, D, R> [goto APA_ITEM]
Section #
Part
Variable Name
Question Text
Skip Instructions
06
B
S6B_INTRO
(Book) 12 - 17
<1>
Now I am going to ask about expenses for the purchase or rental of
household appliances and other selected items.
1. Enter 1 to Continue
[goto APB_ITEM]
Section #
Part
Variable Name
06
B
APB_ITEM
Question Text
Skip Instructions
SCREEN 1 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -----------------------(Book) 22-24 ? [F1]
<1-40> [goto MINTYPE]
<95> [goto next row]
<99> [goto S6B_END]
<888> [goto APB_ITEM - next line of
grid] [If no more grid lines goto S6B_END]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
purchased or rented any of the following items?
* Read each item on list
1.
2.
3.
4.
5.
6.
7.
Small electrical kitchen appliances
Electrical personal care appliances
Smoke detectors
Electric floor cleaning equipment
Other household appliances
Sewing machines
Office machines including fax machines and calculators
8. PDAs and pocket PCs
9. Computers, computer systems, or related hardware
10. Computer software including computer games or accessories, for
non-business use
11. Video game hardware, video games, or accessories
12. Telephones or accessories
13. Telephone answering machines
14. Photographic equipment
15. Musical instruments, supplies, or accessories
16. Lawn mowing machinery or other
yard equipment
17. Power tools
18. Non-power tools
19. Window air conditioners
20. Portable cooling or heating equipment
95. Continue list
888. Delete the line
SCREEN 2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----------------------(Book) 25 ? [F1]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
purchased or rented television, radio, video, or sound equipment?
Do not include purchases installed on vehicles.
* IF YES - Read each item on list
Which of the following did you purchase or rent?
Section #
Part
Variable Name
Question Text
21. Televisions, all types
22. DVD Players, VCRs, DVRs, or video cameras.
23. Satellite dishes, receivers or accessories
24.
25.
26.
27.
Handheld personal music players
Radios, all types
Tape recorders or players
Sound components, component systems, or
compact disc sound systems
28. Other sound or video equipment, including accessories
95. Continue list
888. Delete the line
SCREEN 3 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ----------------------(Books) 16-17 ?[F2]
Since the first of [Fill:REF_MONTH] have [Fill:YOU_ANYMEM]
purchased or rented any ... ?
29. Portable memory, such as flash drives, memory cards, and recordable
discs and tapes
95. Continue list
888. Delete the line
SCREEN 4 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ---------------------(Book) 26-27 ? [F1]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
purchased or rented sports, recreation, or exercise equipment?
* IF YES - Read each item on list
Which of the following did you purchase or rent?
30. General sports equipment (include athletic shoes for sports
related use,
such as football, baseball, soccer or bowling)
31. Health and exercise equipment
Skip Instructions
32. Camping equipment
33. Hunting and fishing equipment
34. Winter sports equipment
Section #
Part
Variable Name
Question Text
35.
36.
37.
38.
39.
40.
Water sports equipment
Outboard motors
Bicycles
Tricycles or battery powered riders
Playground equipment
Other sports or recreation equipment
99. None/No more entries
888. Delete the line
Skip Instructions
Section #
Part
Variable Name
Question Text
Skip Instructions
06
B
H_S6B
Section 6 - APPLIANCES, HOUSEHOLD EQUIPMENT, AND
OTHER SELECTED ITEMS Continued
Part B - HOUSEHOLD APPLIANCES AND OTHER SELECTED
ITEMS
pressed]
SMALL HOUSEHOLD APPLIANCES
1 - SMALL ELECTRICAL KITCHEN APPLIANCES, including blender
electric frying pan
mixer
breadmaker
electric iron
pizza oven
coffee grinder
electric knife
popcorn maker
coffee maker
crockpot
deep fryer
electric timer
electric wine chiller
electric wok
rice cooker
sandwich grill
slow cooker
electric barbecue
food processor
smoothie mmaker
electric can opener
electric grill
electric fondue set
hot plate
ice cream maker
juicer
toaster
toaster oven
waffle iron
2 - ELECTRICAL PERSONAL CARE APPLIANCES, including curling iron
facial sauna
make-up mirror
water-pik
denture cleaner
foot bath
massager
electric hair trimmer
hair dryer
powered scale
electric razor
heating pad
powered toothbrush
3 - SMOKE DETECTORS, including battery-operated
ionization chamber type
type
wired
photo-cell
4 - ELECTRIC FLOOR CLEANING EQUIPMENT, including floor polisher
hand vacuum
rug shampooer
vacuum
clearer
5 - OTHER HOUSEHOLD APPLIANCES, including carbon monoxide detectors
compactor
home security devices (burgler alarms)
including console control modules, burglar
trash
air purifier
water filters
[go back to where the F1 was
alarm console, door and windor transmitters
Section #
Part
Variable Name
Question Text
Skip Instructions
6 - SEWING MACHINES (with or without cabinet)
7 - OFFICE MACHINES, INCLUDING FAX MACHINES AND
CALCULATORS, also including typewriter
copy machine
8 - PERSONAL DIGITAL ASSISTANT OR PDAS
Palm
iPaq
9 - COMPUTERS, COMPUTER SYSTEMS OR RELATED
HARDWARE FOR NON-BUSINESS
USE, including CD/DVD drive
cables
home computers with
or without monitors
computer printers
fax modems
external hard drive
keyboards
modems
monitors
scanner
memory
Micro PC
CD/DVD burner
mouse
laptops
10 - COMPUTER SOFTWARE INCLUDING COMPUTER GAMES
OR ACCESSORIES FOR NON-BUSINESS USE, including PC games
printer cartridges
mouse pads
11 - VIDEO GAME HARDWARE, VIDEO GAMES, OR ACCESSORIES,
including Nintendo Wii
Gamecube
Ninetendo DS
PSP
Gameboy
Palystation
Xbox
12 - TELEPHONES OR ACCESSORIES, including beepers
cell phone covers
fax machines
phone jacks and cords
car chargers
chargers
headsets
telephones
cell phones
cordless telephones
pagers
Bluetooth accessories
13 - TELEPHONE ANSWERING MACHINES, including combinations of telephone/answering machines
14 - PHOTOGRAPHIC EQUIPMENT, including camera
filter
projection screen
pack for camera flash
battery
digital camera
driven film advancer
winder
electro flash
motor
Section #
Part
Variable Name
Question Text
Skip Instructions
lens
enlarger
strobe light (for
tripod
projector
photographs)
Do not include film, film processing, or other photographic
supplies.
15 - MUSICAL INSTRUMENTS, SUPPLIES, OR ACCESSORIES,
including piano
sheet music
saxophone
music books
guitar
strings for musical instruments
music stand
trumpet
woodwinds
stringed instruments
clarinet
any other musical
brass instruments
valve oil
picks
accessories
trombone
rosin
carrying case
reeds
drums
keyboards
Do not include music lessons
16 - LAWNMOWING MACHINERY OR OTHER YARD
EQUIPMENT, including lawn mowers
motorized tiller
snow blower
shovel
tractor (farm,
wheelbarrow
electrical lawn
spreader
garden, etc.)
rake
trimmer
TOOLS FOR HOME USE
17 - POWER TOOLS, including electric drill
sander
electric saw
router
equipment
cordless drill
cordless circular saw
lathe
electric plane
electric polisher
18 - NONPOWER TOOLS, including wrench
axe
saw
socket
screwdriver
level
electric swimming pool
cleaning
air compressor
drill
trouble light
hammer
pliers
plane
caulking gun
Section #
Part
Variable Name
Question Text
Skip Instructions
HEATING AND COOLING EQUIPMENT
19 - WINDOW AIR CONDITIONERS
20 - PORTABLE COOLING OR HEATINGEQUIPMENT, including space heater
dehumidifier
humidifier
fan
TELEVISIONS, RADIOS, VIDEO AND SOUND EQUIPMENT (Not
installed in vehicles)
21 - TELEVISIONS, ALL TYPES, INCLUDING COMBINATIONS OF
TV WITH DVD/VIDEO PLAYERS, including
flat screen TV
plasma
high definition TV
22 - DVD PLAYERS, VCRs, DVRs OR VIDEO CAMERAs, including TiVo unit
digital TV converter box
Blu-ray disc player
video tape recorder/player
high definition disc palyer
video laser disc player
combination of VCR/DVD player video cassette
recorder/player
23 - SATELLITE DISHES, RECEIVERS, OR ACCESSORIES
24 - HANDHELD PERSONAL MUSIC PLAYERS
iPod
Personal MP3 players
25 - RADIO, ALL TYPES, including CB (not permanently
clock radio
walky-talky
mounted in an
console
Walkman (radio only)
automobile)
short-wave
transistor/portable
26 - TAPE RECORDERS OR PLAYERS (not permanently mounted in
an automobile), including audio tape decks
reel-to-reel tape decks
audio cassette players/recorder
Walkman (cassette/radio
combination or cassette only)
27 - SOUND COMPONENTS, COMPONENT SYSTEMS, OR
Section #
Part
Variable Name
Question Text
COMPACT DISC SOUND SYSTEMS, Iincluding speakers
amplifier
specified)
mixer
turn table
players
stereo
receiver
system
tuner
equalizer
Skip Instructions
tape deck (not
compact disc
stereo rack
28 - OTHER SOUND OR VIDEO EQUIPMENT, including earphones/headphones battery packs
adapter for
sound equipment
power converter
power booster
base station
for CB antenna
antenna (TV, radio, etc.) headset
microphone
29 - PORTABLE MEMORY, SUCH AS FLASH DRIVES, MEMORY
CARDS, AND RECORDABLE DISCS AND TAPES, including thumb drives
blank DVDs
blank CDs
zip drives
memory stick
USB flash
drive
SPORTS, RECREATION, AND EXERCISE EQUIPMENT
30 - GENERAL SPORTS EQUIPMENT, including roller blades
baseball bat
table tennis equipment
badminton
sports uniform
football
lawn games
set
sports shoes
basketball
frisbee
soccer ball
tennis racket
racquetball
boxing equipment
sports protective
bowling ball
racquetball racket
karate equipment
equipment/gear
baseball glove
volleyball
golf cart (non-riding)
golf clubs
skateboard
golf shoes
basketball hoop
Include specialized athletic shoes such as for football, baseball,
soccer, biking, and bowling,
except if included in the rental or activity fee for the sport.
31 - HEALTH AND EXERCISE EQUIPMENT, including trampoline
exercise mat
weight bench
weights
home gym
treadmill
rowing machine
exercycle
pedometer
Section #
Part
Variable Name
Question Text
Skip Instructions
32 - CAMPING EQUIPMENT, including air mattress tent
canteen
portable heater
camping cookware
frame packs and other camping packs
sleeping bag
camping stove
kerosene lamp
sleeping pad
33 - HUNTING AND FISHING EQUIPMENT, including ammunition
cross bow
knife
(not specified)
BB/pellet gun
fishing rod and tackle
rifle
scopes
shotgun
bow and arrow
34 - WINTER SPORTS EQUIPMENT, including ice boat
ski boots sled
snowboard
snow skis
ice skates ski poles sledding equipment snowboard
equipment toboggan
35 - WATER SPORTS EQUIPMENT, including diving equipment raft
surf board
wind surf board
life jacket
snorkel
wakeboard
water ski vest
water skis
36 - OUTBOARD MOTORS
06
B
MINTYPE
37 - BICYCLES, including bicycle helmets
locks
stand
bicycle parts
rack
supplies
tires
tubes
What did you purchase or rent?
* Enter a brief description of item.
*[Fill: Report items such as flash drives, memory cards, recordable discs,
and tapes as code 29, Portable memory.]
<30 characters>
[goto GFTCMIN]
Section #
Part
Variable Name
06
B
GFTCMIN
Question Text
Skip Instructions
Was this item ...
<1-3,D,R> [goto MIN_MO]
<2>
[goto MIN_AMOUNT]
1. Purchased for someone inside the CU?
2. Rented?
3. Purchased for someone outside the CU?
06
06
B
B
MIN_MO
MIN_AMOUNT
When did you purchase it?
[goto MIN_AMOUNT]
[fill: What did it cost?
<1-999999> [goto MINCMB_S]
* Include delivery charges, exclude installation charges. /
What was the total rental expense since the first of [fill:
REF_MONTH]
06
B
MINTAX
Did this include sales tax?
<1,2,D,R> [goto MINCMB_S]
1. Yes
2. No
06
B
MINCMB_S
* Enter 'C' for a combined expense.
[goto MINCMB]
[If APB_ITEM = 9,21,23,27,28,
THEN goto INSTLSCR
ELSE goto S6BOTHER
Section #
Part
Variable Name
Question Text
Skip Instructions
06
B
MINCMB
(Book) 12 - 17 ? [F1]
<1-40, 77> [If APB_ITEM =
9,21,23,27,28 goto INSTLSCR
[ELSE goto 6BOTHER]
What other item is the [Fill: MINTYPE] combined with?
* Enter all that apply, separate with commas.
1. Small elec kitchen appl
2. Elec personal care appl
3. Smoke detectors
4. Elec floor cleaning equip
5. Other household appl
6. Sewing machines
7. Office machines including fax machines and calculators
8. Personal digital assistants or PDAs
9. Computers/sys/hardware
10. Comp software, including games and accessories
11. Video game hardware, video games, and accessories
12. Telephones or accessories
13. Telephone answering machines
14. Photographic equipment
15. Musical instruments, supplies, or accessories
16. Lawn mowing machinery or other
yard equipment
17. Power tools
18. Non-power tools
19. Window air conditioners
20. Portable cooling or heating equipment
21. Televisions, all types
22. DVD Players, VCRs, DVRs, or video cameras.
23. Satellite dishes, receivers or accessories
24. Handheld personal music players
25. Radios, all types
26. Tape recorders or players
27. Sound components, component systems, or
compact disc sound systems
28. Other sound or video equipment, including accessories
29. Portable memory, such as flash drives, memory cards, and
recordable discs and tapes
30. General sports equipment (include athletic shoes for sports related
use,
such as football, baseball, soccer or bowling)
31. Health and exercise equipment
32. Camping equipment
33. Hunting and fishing equipment
34. Winter sports equipment
35. Water sports equipment
36. Outboard motors
37. Bicycles
38. Tricycles or battery powered riders
Section #
Part
Variable Name
Question Text
Skip Instructions
39. Playground equipment
40. Other sports or recreation equipment
06
B
INSTLSCR
Were there any additional charges for installation or set-up?
<1>[go to INSTELLEX]
1.Yes
2.No
<2,D,R.> [go to S6BOTHER]>
06
B
INSTLLEX
How much?
<1 - 99999,D,K> [go to S6BOTHER]>
06
B
S6BOTHER
Did you purchase or rent any other [Fill: description]?
<1, 2, D, R> [goto APB_ITEM, next line
on the grid]
1. Yes
2. No
07
-
S7_INTRO
(Book) 18
Now I will ask about expenditures for household item maintenance or
repairs and service contracts.
1. Enter 1 to Continue
<1> [goto EQB_ITEM]
Section #
Part
Variable Name
Question Text
Skip Instructions
07
-
EQB_ITEM
(Book) 18 ? [F1]
<1-11> [goto RPRDESC]
<95> [goto next row]
<99> [goto S7_END]
<888> [goto EQB_ITEM - next line of
grid] [If no more grid lines goto S7_END]
SCREEN 1--------------------------------------Since the first of [fill: REF_MONTH], did [fill: YOU_ANYMEM] have
any expenses for maintenance or repair of household items?
* IF YES - Read each item on list
What was serviced or repaired?
1. Garbage disposal, range hood, or built-in dishwasher
2. Other household appliances, such as washer,
refrigerator, or range/oven
3. Television, radio, video, or sound equipment, except
those installed in autos or other vehicles
4. Computers, computer systems, or related equipment
for non-business use
5. Lawn or garden equipment
6. Musical instruments or accessories
7. Hand or power tools
8. Photographic equipment
9. Sport or recreational equipment
10. Termite or pest control
95. Continue list
888. Delete the line
SCREEN 2 --------------------------------------------Did [fill: YOU_ANYMEM] have any expenses for service contracts?
* IF YES - Read each item on list
What is the service contract for?
1. Garbage disposal, range hood, or built-in dishwasher
2. Other household appliances, such as washer,
refrigerator, or range/oven
3. Television, radio, video, or sound equipment, except
those installed in autos or other vehicles
4. Computers, computer systems, or related equipment
for non-business use
5. Lawn or garden equipment
6. Musical instruments or accessories
7. Hand or power tools
8. Photographic equipment
9. Sport or recreational equipment
10. Termite or pest control
Section #
Part
Variable Name
Question Text
11. Heating/air conditioning equipment
99. None/No more entries
888. Delete the line
Skip Instructions
Section #
Part
Variable Name
Question Text
Skip Instructions
07
-
H_S7
Section 7 - HOUSEHOLD ITEM REPAIRS AND SERVICE
CONTRACTS
[goto EQB_ITEM]
1 - Garbage disposal, range hood, or built-in dishwasher
2 - Other household appliances and equipment, such as dehumidifiers
portable air conditioning equipment (window air conditioner)
portable fans
portable heating equipment
range/oven
refrigerator
sewing machines
typewriters
vacuum cleaners
washer
3 - Televisions, radios, video and sound equipment, except those
installed in automobiles or
other vehicles
4 - Computers, computer systems, and related equipment for nonbusiness use
5 - Lawn and garden equipment (including lawn mower repair,
snowblower repair)
6 - Musical instruments and accessories (including professional tuning)
7 - Hand or power tools
8 - Photographic equipment
9 - Sport and recreational equipment (including bicycles)
10 - Termite or pest control treatment
11 - Heating or air conditioning equipment, such as central air conditioners
central coolers
furnaces
(Include any services provided under service contracts.
07
-
RPRDESC
What [fill: was serviced or repaired/is covered by the service contract]?
<30 characters>
[goto SRVCMOB]
Section #
Part
Variable Name
Question Text
Skip Instructions
07
-
SRVCMOB
In what month was the [fill: service or repair done/service contract
purchased]?
[goto REPAIRX]
07
-
REPAIRX
What was the total cost?
<1-999999> [goto REPAIRTX]
[goto RPRCB_S]
07
-
REPAIRTX
Did this include sales tax?
<1,2, D, R>
[goto RPRCB_S]
1. Yes
2. No
07
-
RPRCB_S
07
-
REPAIRCM
* Enter 'C' for a combined expense.
(Book) 18 ? [F1]
[goto REPAIRCM]
[goto RPRMORE]
<1-11,77> [goto RPRMORE]
What other [fill: service or repair/service contract] was [fill: RPRDESC]
combined with?
* Enter all that apply, separate with commas
1. Garb disp/range-hood/dishwshr
2. Other household appliances, such as washer,
refrigerator, or range/oven
3. Television, radio, video, or sound equipment, except
those installed in autos or other vehicles
4. Computers, computer systems, or related equipment
for non-business use
5. Lawn or garden equipment
6. Musical instruments or accessories
7. Hand or power tools
8. Photographic equipment
9. Sport or recreational equipment
10. Termite or pest control
[fill: 11. Heating/air conditioning equipment]
77. Misc. Combined (unable to specify/DK)
07
-
RPRMORE
Did you pay for any other [fill: maintenance or repair/service contract]
for [fill: description]?
<1, 2, D, R>
on grid]
[goto EQB_ITEM, next line
1. Yes
2. No
07
-
S7_END
**CHECK ITEM**
[goto Section 8A]
Section #
Part
Variable Name
Question Text
Skip Instructions
08
A
S8A_INTRO
(Book) 19-22
<1>
Now I am going to ask you about expenses for home furnishings and
related household items.
1. Enter 1 to Continue
[goto FRA_ITEM]
Section #
Part
Variable Name
Question Text
Skip Instructions
08
A
FRA_ITEM
SCREEN 1 ---------------------------------------------------------------------------(Book) 19 - 20 ? [F1]
<1-36>
[goto FURNDESC]
<95>
[goto next row]
<99>
[goto S8A_END]
<888>
[goto FRA_ITEM - next line
of grid] [If no more grid lines goto
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
purchased for [fill: YOU_YRCU] or for someone outside of your CU any
furniture, infants equipment, or outdoor equipment?
* IF YES - Read each item on list
Have you purchased any -1.
2.
3.
4.
5.
Sofas?
Living room chairs?
Living room tables?
Wall units, shelves or cabinets?
Ping-pong, pool tables or other similar recreation room items?
6. Other living room, family or recreation room furniture including
desks?
7. Living room furniture combinations?
8. Dining room or kitchen furniture?
9. Mattresses or box springs?
10. Bedroom furniture other than mattresses or box springs?
11. Infants furniture?
12. Infants equipment?
13. Patio, porch, or outdoor furniture?
14. Barbeque grills or outdoor decorative items?
15. Office furniture for home use?
95. Continue list
888. Delete the line
SCREEN 2--------------------(Book) 21 ? [F1]
Have you purchased any -* Read each item on list
16. Lamps or other lighting fixtures?
17. Other household decorative items?
18. Closet storage items?
19. Travel items including luggage?
95. Continue list
888. Delete the line
Section #
Part
Variable Name
Question Text
Skip Instructions
S8A_END]
SCREEN 3 ---------------------------------------------------------------------------(Book) 21 ? [F1]
Have you purchased any dishes, dinnerware, flatware, glassware, or
cookware?
* IF YES - Read each item on list
Have you purchased any -20. Plastic dinnerware?
21. China or other dinnerware?
22. Stainless, silver, or other flatware?
23. Glassware?
24. Serving pieces other than silver?
25. Non-electric cookware?
26. Silver serving pieces?
95. Continue list
888. Delete the line
SCREEN 4 ---------------------------------------------------------------------------(Book) 22 ? [F1]
Have you purchased any slipcovers, decorative pillows, or household
linens such as towels, sheets, or blankets?
* IF YES - Read each item on list
Have you purchased any -27. Bedroom linens?
28. Bathroom linens?
29. Kitchen or dining room linens?
30. Other linens?
Section #
Part
Variable Name
Question Text
31. Slipcovers, decorative pillows or cushions?
95. Continue list
888. Delete the line
SCREEN 5 ---------------------------------------------------------------------------(Book) 22 ? [F1]
Have you purchased any floor or window coverings?
* IF YES - Read each item on list
Skip Instructions
Section #
Part
Variable Name
Question Text
Skip Instructions
08
A
H_S8A
Section 8 - HOME FURNISHINGS AND RELATED
HOUSEHOLD ITEMS
Part A - Purchases
LIVING, FAMILY, OR RECREATION ROOM FURNITURE
1 - SOFAS, including sofa bed
loveseat
sectionals
futon
2 - LIVING ROOM CHAIRS, including bean bag chair
rocker
convertible chair
swivel
recliner
3 - LIVING ROOM TABLES, including coffee table
lamp tables
end tables
TV table
4 - WALL UNITS, SHELVES, OR CABINETS, including bookcase
entertainment center
curio cabinet
5 - PING-PONG TABLES, POOL TABLES, AND OTHER SIMILAR
RECREATION ROOM ITEMS
6 - OTHER LIVING ROOM, FAMILY, OR RECREATION ROOM
FURNITURE, including bar or porta bar
coat rack
gun cabinet
bar stools
card table/chairs
desk/chair room divider
foot stool (ottoman)
7 - LIVING ROOM FURNITURE COMBINATIONS, including sofa, chair, and table combinations or suites
DINING ROOM AND KITCHEN FURNITURE
8 - ALL DINING ROOM AND KITCHEN FURNITURE, including buffet
dinette set
kitchen
chairs
china cabinet
dining table and chairs serving
table or cart
[goto FRA_ITEM]
BEDROOM FURNITURE
9 - MATTRESSES AND SPRINGS INCLUDING ROLLAWAYS
Section #
Part
Variable Name
Question Text
Skip Instructions
10 - BEDROOM FURNITURE OTHER THAN MATTRESSES AND
SPRINGS
headboard
dresser
mirrors
bunk bed
brass bed
vanity
frames
cedar chest
chest
mattress toper
chairs
night tables
amoire
water bed
INFANTS FURNITURE AND EQUIPMENT
11 - INFANTS FURNITURE, including bassinet
crib
chest
changing table
dresser
chest
highchair
mattress
toy
playpen
portable crib
12 - INFANTS EQUIPMENT, including baby backpack
baby monitor
rail
baby bottle sterilizer
baby travel system
stroller
baby carriers
car seat
baby jogger
carriage
guard
swing
OUTDOOR FURNITURE AND EQUIPMENT
13 - PATIO, PORCH, OR OUTDOOR FURNITURE
14 - BARBECUE GRILLS OR OUTDOOR DECORATIVE ITEMS,
including patio lanterns
patio umbrella
OFFICE FURNITURE FOR HOME USE
15 - ALL OFFICE FURNITURE FOR HOME USE, including computer furniture file cabinet
safe
drawing table
office chairs
Do not include any furniture used exclusively for business.
HOUSEHOLD DECORATIVE ITEMS
Section #
Part
Variable Name
Question Text
16 - LAMPS AND OTHER LIGHTING FIXTURES, including chandeliers
17 - OTHER HOUSEHOLD DECORATIVE ITEMS, including baskets
painting
vase
book ends
plant stand
wall hangings
fireplace equipment and accessories seasonal decorations
(Christmas) wreaths
mirror
silk flowers
clocks
18 - CLOSET STORAGE ITEMS, including garment bag
shoe bag
shoe rack
19 - TRAVEL ITEMS, INCLUDING LUGGAGE, also including travel garment bags
trunk
attache cases
DISHES, DINNERWARE, FLATWARE, GLASSWARE, AND
COOKWARE
20 - PLASTIC DINNERWARE, including Tupperware
21 - CHINA AND OTHER DINNERWARE
22 - STAINLESS, SILVER, AND OTHER FLATWARE, EXCEPT
PLASTIC
23 - GLASSWARE, including crystal
24 - SERVING PIECES OTHER THAN SILVER
25 - NONELECTRIC COOKWARE, including casserole dishes
roaster
pans
saucepan
pots
skillet
pressure cooker
teakettle
26 - SILVER SERVING PIECES, including bowl
pitcher
tray
HOUSEHOLD LINENS
Skip Instructions
27 - BEDROOM LINENS, including -
Section #
Part
Variable Name
Question Text
Skip Instructions
baby blanket
electric blanket
quilt
bedspread
blanket/cover
comforter
mattress pad
pillows
pillowcases
sheets
duvets
28 - BATHROOM LINENS, including bath mat
shower curtain
bath rug
face cloths
tub mat
toilet cover
towels
29 - KITCHEN AND DINING ROOM LINENS, including cloth napkins
placemats
dish cloths
small appliance cover
dish towels
tablecloths
30 - OTHER LINENS, including chair pads
covers for living room tables
doilies
furniture protectors
31 - SLIPCOVERS, DECORATIVE PILLOWS AND CUSHIONS,
CUSTOM OR READY-MADE
FLOOR AND WINDOW COVERINGS
WALL-TO-WALL CARPETING FOR ONE OR MORE ROOMS
32 - WALL-TO-WALL CARPET (original)
33 - WALL-TO-WALL CARPET (replacement)
34 - ROOM-SIZE RUGS AND OTHER NON-PERMANENT FLOOR
COVERINGS, including
carpet squares
35 - CURTAINS AND DRAPES (either custom or ready-made)
36 - BLINDS, SHADES, AND OTHER WINDOW COVERINGS
(either custom or ready-made)
08
A
FURNDESC
What did you purchase?
<30 characters>
[goto FURNMO]
Section #
Part
Variable Name
Question Text
Skip Instructions
08
A
FURNMO
In what month did you purchase it?
[goto FURNGFTC]
08
A
FURNGFTC
Was this purchased for your CU or for someone outside of your CU?
<1,2,D,R>
[goto FURNPURX]
1. For use by CU
2. For someone outside the CU
08
A
FURNPURX
What was the purchase price?
<1-999999> [goto FRNPURTX]
[goto S8ACMB_S]
08
A
FRNPURTX
Did this include sales tax?
<1,2,D,R>
[goto S8ACMB_S]
[goto S8A_CMB]
[goto ANYOTH8]
1. Yes
2. No
08
A
S8ACMB_S
* Enter 'C' for a combined expense
Section #
Part
Variable Name
Question Text
Skip Instructions
08
A
S8A_CMB
(Book) 19 - 22 ? [F1]
<1-37, 77>
What was combined with [fill: description]?
* Enter all that apply, separate with commas.
1. Sofas
2. Living room chairs
dinnerware
3. Living room tables
or other flatware
4. Wall units, shelves,
or cabinets
other than silver
5. Ping pong, pool tables, and
cookware
other similar recreation room items
pieces
6. Other living room, family or
recreation room furniture
including desks
room linens
7. Living room furniture combinations
8. Dining room or kitchen furniture
decorative pillows or cushions
9. Mattress or box springs
wall carpet
10. Bedroom furniture other than
to-wall carpet
mattresses or box springs
other non-permanent floor
11. Infants’ furniture
carpet squares
12. Infants’ equipment
20.
Plastic dinnerware
21.
China or other
22.
Stainless, silver,
23.
24.
Glassware
Serving pieces
25.
Non-electric
26.
Silver serving
27.
Bedroom linens
28. Bathroom linens
29. Kitchen or dining
30. Other linens
31. Slipcovers,
32.
Original wall-to-
33. Replacement wall34. Room size rugs or
coverings, including
35. Curtains or drapes
13. Patio, porch, or outdoor furniture
36. Blinds, shades,
other window coverings
14. Barbeque grills or outdoor decorative items
15. Office furniture for home use
77. Misc. Combined
(unable to specify/DK)
16. Lamps or other lighting fixtures
17. Other household decorative items
18. Closet storage items
[goto ANYOTH8]
Section #
Part
Variable Name
Question Text
Skip Instructions
08
A
ANYOTH8
Did you purchase any other [fill: description]?
<1, 2,D,R>
line of grid]
[goto FRA_ITEM, next
1. Yes
2. No
08
B
FURNRNTL
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
rented or leased any furniture?
<1>
[goto FURNRNTX]
<2,D,R> [goto REPFURN]
1. Yes
2. No
08
B
FURNRNTX
What was the total expense?
<1-99999,D,R>
[goto FRNRNTCX]
08
B
FRNRNTCX
How much of the total amount was spent this month?
<0-99999,D,R>
[goto REPFURN]
08
B
REPFURN
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] had
any expenses for repairing, refinishing or reupholstering furniture,
including the cost for fabric?
<1>
<2, D, R>
[goto REPFURNX]
[goto S8B_END]
1. Yes
2. No
08
B
REPFURNX
What was the total expense?
<1-999999, D, R>
REPFRNCX]
[goto
08
B
REPFRNCX
How much of the total amount was spent this month?
<0-999999, D, R>
[goto
09
A
S9A_INTRO
(Book) 23 - 24
<1> [goto CLA_ITEM]
Now I am going to ask you about clothing expenses. You may find it
helpful to refer to receipts,
credit card statements or other records to answer the questions.
1. Enter 1 to Continue
Section #
Part
Variable Name
Question Text
Skip Instructions
09
A
CLA_ITEM
(Book) 23 - 24 ? [F1]
<1-17> [goto CLODESCA]
<99> [goto S9A_END]
<888> [goto CLA_ITEM - next line of
grid] [If no more grid lines goto S9A_END]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
purchased any of the following items, for persons age 2 and over
either for members of your CU or for someone outside your CU?
* Read each item on list.
1. Coats, jackets or furs
2. Sport coats or tailored jackets
3. Suits
4. Vests
5. Sweaters or sweater sets
6. Pants, jeans, or shorts
7. Dresses
8. Skirts
9. Shirts, blouses or tops
10. Undergarments
11. Hosiery
12. Nightwear or loungewear
13. Accessories
14. Swimsuits or warm-up or ski suits
15. Uniforms, for which the cost is not reimbursed
16. Costumes
17. Footwear
99. None/No more entries
888. Delete a line
Section #
Part
Variable Name
09
A
H_S9A
Question Text
Skip Instructions
Section 9 - CLOTHING AND SEWING MATERIALS
Part A - Clothing (Do not include here - clothing for children under 2
years of age.)
1 - COATS, JACKETS, AND FURS, including down vest
raincoat
fur coat
shawl
jacket
winter coat
outerwear
2 - SPORT COATS AND TAILORED JACKETS, including blazers
3 - SUITS, including formal suit
woman's suit (of two or more pieces)
man's suit (of two or more pieces)
4 - VESTS (purchased separately, not with a suit), excluding sweater
vests and down vests
5 - SWEATERS AND SWEATER SETS, including cardigan
ski sweater
V-neck sweater
pullover
sweater vest
6 - PANTS, JEANS, OR SHORTS, including Do not include any athletic shorts
blue jeans
casual pants
dress slacks
jump suit
dress pants
maternity pants
7 - DRESSES, including formalts or semi formals
gown
overalls
shorts and short sets
two-piece dresses
wedding
8 - SKIRTS, including short and skirt combination
Do not include any tennis skirts, golf skirts, or other athletic
skirts
9 - SHIRTS, BLOUSES, AND TOPS, including dress shirt
knit blouse
sport shirt
tops
[goto CLA_ITEM or
CLOCMBA]
maternity top
T-shirt
Section #
Part
Variable Name
Question Text
Skip Instructions
Do not include any sweat shirts or athletic shirts.
10 - UNDERGARMENTS, including bras
slips
shapewear
undershirts
thermal underwear
underwear
11 - HOSIERY, including knee-highs
pantyhose
socks
tights
12 - NIGHTWEAR AND LOUNGEWEAR, including garments
night gown
pajamas
house coat
night shirt
thermal sleeping
13 - ACCESSORIES, including aumbrellas
gloves
rain accessories
belts
mittens
bandannas
ties
purse
accessories
scarves
wallet
prescription sunglasses
apron
robe
fold-up
ear muffs
handkerchiefs
hair
bridal headpiece
non-
14 - SWIMSUITS OR WARM-UP OR SKI-SUITS, including athletic shirt
jogging suit
swimwear
athletic shorts
leotards
swimwear accessories
hunting wear
sweatshirt
snow and ski suit
Do not include any sports uniforms.
15 - UNIFORMS, other than sport, for which the cost is not reimbursed,
including shirts, pants,
suits, service apparel, such as: medical, barber, boy or girl scout,
mechanic,
waiter/waitress, plumber and lab smocks, and military apparel
16 - COSTUMES, including costumes for dance, ballet, Halloween, etc.
17 - FOOTWEAR, including bedroom slippers dress shoes
boots
sandals
casual shoes
sneakers, jogging, aerobic, basketball,
tennis shoes
Section #
Part
Variable Name
Question Text
Skip Instructions
Do not include specialized athletic shoes such as for football,
09
A
CLODESCA
What did you buy?
<30 characters> [goto CLOINOUT]
* Describe briefly the item purchased.
09
A
CLOINOUT
Was this (were these) purchased for someone inside or outside of your
CU?
<1> [goto FORWHOM]
<2> [goto FOROUTCU]
[goto CLOTHQA]
1. Inside your CU
09
A
FORWHOM
For whom was it purchased?
* Enter all that apply, separate with commas.
<1-30, 77, R> [If more than 1 person is
selected goto CLONAME] [else goto
CLOTHQA]
[Fill: "active" CU members]
77. Don't know
09
A
FOROUTCU
For whom was this purchased?
<40-44, 77, R> [goto CLONAME]
* Enter all age/sex categories that apply to the purchase, separate with
commas.
40
41
42
43
44
77
Male 16 and over
Female 16 and over
Male 2-15
Female 2-15
Children under 2 years old
Don't know
09
A
CLONAME
*Enter name of person(s).
<30 characters> [goto CLOTHQA]
09
A
CLOTHQA
How many did you purchase?
<1-100, D, R> [goto CLOTHMOA]
* Enter number of identical items purchased.
09
A
CLOTHMOA
09
A
CLOTHXA
When did you purchase [fill: it/them]?
How much did [fill: it/they] cost?
[goto
CLOTHXA]
<1-999999> [goto CLOTHTXA]
[goto CLOCMBA_S]
Section #
Part
Variable Name
09
A
CLOTHTXA
Question Text
Skip Instructions
<1, 2, D, R> [goto CLOCMBA_S]
Did this include sales tax?
1. Yes
2. No
09
A
CLOCMBA_S
*Enter 'C' for a combined expense.
[goto CLOCMBA]
[goto CLOMOREA]
09
A
CLOCMBA
(Book) 23 - 24 ? [F1]
<1-17, 77> [goto CLOMOREA]
What other clothing is [Fill: CLODESCA] combined with?
* Enter all that apply, separate with commas.
1. Coats, jackets or furs
2. Sport coats or tailored jackets
3. Suits
4. Vests
5. Sweaters or sweater sets
6. Pants, jeans, or shorts
7. Dresses
8. Skirts
9. Shirts, blouses or tops
10. Undergarments
11. Hosiery
12. Nightwear or loungewear
13. Accessories
14. Swimsuits or warm-up or ski suits
15. Uniforms, for which the cost is not reimbursed
16. Costumes
17. Footwear
77. Misc. combined (unable to specify/DK)
09
A
CLOMOREA
Did you purchase any other [fill: description]?
1. Yes
2. No
<1, 2, D, R> [goto CLA_ITEM, next line
of grid]
Section #
Part
Variable Name
Question Text
Skip Instructions
09
B
S9B_INTRO
(Book) 25
<1> [goto CLB_ITEM]
Now I am going to ask you about any clothing purchased for infants
under 2 years of age
as well as other purchases of watches, jewelry or hairpieces.
1. Enter 1 to Continue
Section #
Part
Variable Name
09
B
CLB_ITEM
Question Text
Skip Instructions
SCREEN 1------------------------------------------------------------------------------------------------------------------------------------(Book) 25) ? [F1]
<1-9>
[goto CLODESCB]
<95>
[goto next row]
<99>
[goto S9B_END]
<888>
[goto CLB_ITEM - next line of
grid] [If no more grid lines goto S9B_END]
Have [fill: YOU_ANYMEM] purchased any clothing for infants under
2
years of age, either for members of your CU or for someone outside
your CU, such as* Read each item on list.
1. Coats, jackets or snowsuits?
2. Dresses or other outerwear?
3. Underwear or diapers, including disposable?
4. Sleeping garments?
5. Layettes?
6. Accessories?
95. Continue list
888. Delete the line
SCREEN 2---------------------------------------------------------------------------------------------------------------------------(Book) 25 ? [F1]
Have [fill: YOU_ANYMEM] purchased any of the following items,
either for your CU or for
someone outside your CU?
* Read each item on list.
7. Watches?
8. Jewelry?
9. Hairpieces, wigs or toupees?
99. None/No more entries
888. Delete the line
Section #
Part
Variable Name
Question Text
Skip Instructions
09
B
H_S9B
Section 9 - CLOTHING AND SEWING MATERIALS - –
Continued
[goto CLB_ITEM]
Part B - Infants Clothing
Clothing for infants under 2 years of age
1 - COATS, JACKETS, OR SNOWSUITS
2 - DRESSES AND OTHER OUTERWEAR, including bathing suits
overalls
shirt
tops
crawler
pants
short set
vest
jeans
pants set
sunsuit
jogging suit
playsuit
sweater
jumpsuit
romper
T- shirts
3 - UNDERWEAR AND DIAPERS, including disposable
Do not include diaper service.
4 - SLEEPING GARMENTS
5 - LAYETTES
6 - ACCESSORIES, including bibs
bonnets
boots
caps/hats
booties
mittens/gloves
shoes
slippers
socks
Part B - Watches, Jewelry, and Hairpieces
7 - WATCHES
8 - JEWELRY, including costume jewelry, rings, and infants jewelry
9 - HAIRPIECES, WIGS, OR TOUPEES
09
B
CLODESCB
What did you buy?
* Describe briefly the item purchased.
<30 characters> [goto CLOGFTB]
Section #
Part
Variable Name
09
B
CLOGFTB
Question Text
Skip Instructions
<1,2,D,R> [goto CLOTHQB]
Was this purchased for your CU or someone outside your CU?
1. Your CU
2. Someone outside your CU
09
B
CLOTHQB
How many did you purchase?
<1-150, D, R> [goto CLOTHMOB]
* Enter number of identical items purchased.
09
B
CLOTHMOB
When did you purchase [fill: it/them]?
[goto CLOTHXB]
09
B
CLOTHXB
How much did [Fill: it/they] cost?
<1-999999> [goto CLOTHTXB]
[if from CLB_ITEM, screen 1
goto CLOCMBB_S]
[if from CLB_ITEM, screen 2
goto CLOMOREB]
09
B
CLOTHTXB
Did this include sales tax?
1. Yes
2. No
<1,2,D,R> [If from CLB_ITEM, screen 1
goto CLOCMBB_S]
[If from CLB_ITEM, screen 2
goto CLOMOREB]
09
B
CLOCMBB_S
* Enter 'C' for a combined expense.
[goto CLOCMBB]
[goto CLOMOREB]
09
B
CLOCMBB
(Book) 25 ? [F1]
<1-6, 77> [goto CLOMOREB]
What other clothing is [Fill: CLODESCB] combined with?
* Enter all that apply, separate with commas.
1.
2.
3.
4.
5.
6.
Coats, jackets or snowsuits
Dresses or other outerwear
Underwear or diapers
Sleeping garments
Layettes
Accessories
77. Misc. combined (unable to specify/DK)
09
B
CLOMOREB
Did you purchase any other [Fill: description]?
1. Yes
2. No
<1, 2, D, R> [goto CLB_ITEM, next line of
grid]
Section #
Part
Variable Name
Question Text
Skip Instructions
09
C
S9D_INTRO
(Book) 26
<1> [goto CLD_ITEM]
Now I am going to ask about expenditures for clothing services.
1. Enter 1 to Continue
09
C
CLD_ITEM
(Book) 26 ? [F1]
Have [fill: YOU_ANYMEM] had expenses for any of the following,
either for members of your CU
or for someone outside your CU?
<1-5> [goto CLODESCD]
<99> [goto S9D_END]
<888> [goto CLD_ITEM - next line of
grid] [If no more grid lines goto S9D_END]
* Read each item on list.
1. Repair, alteration or tailoring for clothing and accessories
2. Shoe repair or other shoe services
3. Watch or jewelry repair
4. Clothing rental
5. Clothing storage outside the home
99. None/No more entries
888. Delete the line
09
C
H_S9D
Section 9 - CLOTHING AND SEWING MATERIALS Continued
[goto CLD_ITEM]
Part D - Clothing Services
1 - REPAIR, ALTERATION, AND TAILORING FOR CLOTHING
AND ACCESSORIES
2 - SHOE REPAIR AND OTHER SHOE SERVICES
3 - WATCH OR JEWELRY REPAIR, including cleaning
4 - CLOTHING RENTAL, including formal wear
09
C
CLODESCD
5 - CLOTHING STORAGE OUTSIDE THE HOME
What kind of service was this?
* Describe briefly the service.
<30 characters> [goto CLSVGFTC]
Section #
Part
Variable Name
09
C
CLSVGFTC
Question Text
Skip Instructions
<1,2,D,R> [goto CLOTHMOD]
Was this service for [fill:YOU_YOURCU] or for someone outside
your CU?
1. Your CU
2. Someone outside your CU
09
C
CLOTHMOD
When did you purchase this service?
[goto CLSRVCX]
09
C
CLSRVCX
How much did it cost?
<1-999999> [goto CLSRVCTX]
[goto CLOCMBD_S]
09
C
CLSRVCTX
Did this include sales tax?
<1,2,D,R> [goto CLOCMBD_S]
1. Yes
2. No
09
C
CLOCMBD_S
* Enter 'C' for a combined expense.
[goto CLOCMBD]
[goto CLOMORED]
09
C
CLOCMBD
(Book) 26 ? [F1]
<1-5, 77> [goto CLOMORED]
What other clothing services is
[Fill: CLODESCD] combined with?
* Enter all that apply, separate with commas.
1. Repair, alteration or tailoring for clothing and accessories
2. Shoe repair or other shoe services
3. Watch or jewelry repair
4. Clothing rental
5. Clothing storage outside the home
77. Misc. combined (unable to specify/ DK)
09
C
CLOMORED
Did you have any other expenses for [fill: description]?
<1, 2, D, R> [goto CLD_ITEM next line of
grid]
1. Yes
2. No
09
D
S9C_INTRO
(Book) 26
Now I am going to ask about expenses for sewing materials.
1. Enter 1 to Continue
<1> [goto CLC_ITEM]
Section #
Part
Variable Name
Question Text
Skip Instructions
09
D
CLC_ITEM
(Book) 26 ? [F1]
<1-4>
[goto SEWDESC]
<99>
[goto S9C_END]
<888>
[goto CLC_ITEM - next line of
grid] [If no more grid lines goto S9C_END]
Have [fill: YOU_ANYMEM] purchased any sewing materials either
for members of your CU or
for someone outside your CU?
* If YES - Read each item on list.
1. Sewing materials for making slipcovers, curtains, or other home
handiwork including
yarn
2. Sewing materials for making clothes
3. Sewing notions
4. Other sewing materials
99. None/No more entries
888. Delete a line
09
D
H_S9C
Section 9 - CLOTHING AND SEWING MATERIALS Continued
Part C - Sewing Materials
1 - - SEWING MATERIALS FOR MAKING SLIPCOVERS,
CURTAINS, OR OTHER HOME HANDIWORK, including yarn
2 - SEWING MATERIALS FOR MAKING CLOTHES, including any
fabric used for making
clothing
3 - SEWING NOTIONS, including buttons
knitting needles, equipment
seam binding
zipper
crochet hooks
measuring tapes
sewing basket
crochet thread
needles/pins
sewing kit
embroidery hoops
patterns
snaps
embroidery thread
scissors
thread
4 - OTHER SEWING MATERIALS, including beads, glitter, sequins
foam
material
rug
[goto CLC_ITEM]
Section #
Part
Variable Name
Question Text
Skip Instructions
09
D
SEWDESC
What did you buy?
<30 characters> [goto SEWGFTC]
* Describe briefly the item purchased.
09
D
SEWGFTC
Was this purchased for your CU or for someone outside your CU?
<1,2,D,R> [goto SEWINGMO]
1. Your CU
2. Someone outside your CU
09
D
SEWINGMO
When did you purchase it?
[goto SEWINGX]
09
D
SEWINGX
How much did it cost?
<1-999999> [goto SEWINGTX]
[goto CLOCMBC_S]
09
D
SEWINGTX
Did this include sales tax?
<1,2,D,R> [goto CLOCMBC_S]
1. Yes
2. No
09
D
CLOCMBC_S
* Enter 'C' for a combined expense.
[goto CLOCMBC]
[goto CLOMOREC]
09
D
CLOCMBC
(Book) 26 ? [F1]
<1-4, 77> [goto CLOMOREC]
What other sewing materials is
[Fill: SEWINGY] combined with?
* Enter all that apply, separate with commas.
1. Sewing materials for making slipcovers, curtains, other home
handiwork
including yarn
2. Sewing materials for making clothes
3. Sewing notions
4. Other sewing materials
77. Misc. combined (Unable to specify/DK)
09
D
CLOMOREC
Did you purchase any other [fill: description]?
1 . Yes
2. No
<1, 2,D,R> [goto CLC_ITEM, next line of
grid]
Section #
Part
Variable Name
Question Text
Skip Instructions
10
-
S10_INTRO
(Book) 27
<1> [If INTNMBR = 1 goto LSD_ITEM]
[goto RLV_ITEM]
Now I am going to ask about expenses for vehicle [fill: rentals and]
leases.
Section #
Part
Variable Name
Question Text
Skip Instructions
10
-
RLV_ITEM
(Book) 27 ? [F1]
<1-11> [goto ANYVACAT]
<95>
[goto next screen]
<99>
[If no vehicles on inventory
chart or all vehicles have
S10.inv.LSD_STAT= 3
goto LSD_ITEM,
else goto S10_INV]
<888>
[goto RLV_ITEM - next line of
grid]
[If no more grid lines AND no
vehicles on inventory chart or all vehicles
have
S10.inv.LSD_STAT = 3 goto
LSD_ITEM]
[If no more grid lines AND at
least 1 vehicle on inventory chart with
S10.inv.LSD_STAT = 1
SCREEN 1 ----------------------------------------------------------------------------------Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
rented any automobiles, trucks, vans, minivans, or SUVs, which were not
used entirely for business? Do not include leased vehicles.
* IF YES - Read each item on list
Did you rent any 1. Automobiles?
2. Trucks, vans, minivans, or SUVs?
95. Continue list
888. Delete the line
SCREEN 2 ------------------------------------------------------------------------Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
rented any other types of vehicles which were not used entirely for
business?
* IF YES- Read each item on list
Did you rent any 3. Motor home
4. Trailer-type camper
5. Other attachable-type camper
6. Motorcycle, motor scooter, or moped (motorized bicycle)
7. Boat, with motor
8. Boat, without a motor
9. Trailer other than a camper type, such as for a boat or cycle
10. Private plane
11. Any other vehicle
99. None/No more entries
888. Delete the line
Section #
Part
Variable Name
Question Text
Skip Instructions
10
-
H_S10
Sections 10 and 11 - RENTED, LEASED, AND OWNED VEHICLES
[goto RLV_ITEM]
01 - AUTOMOBILE
02 - TRUCK, INCLUDING VANS, ALSO INCLUDES MINIVANS
AND JEEPS
03 - MOTOR HOME
04 - TRAILER-TYPE CAMPER
05 - OTHER ATTACHABLE-TYPE CAMPER
06 - MOTORCYCLE, MOTOR SCOOTER OR MOPED
(MOTORIZED BICYCLE)
07 - BOAT, WITH A MOTOR. INCLUDE JET SKIS
08 - BOAT, WITHOUT A MOTOR SUCH AS CANOES, KAYAKS,
AND ROWBOATS
09 - TRAILER OTHER THAN CAMPER
such as for a boat, or cycle - includes trailer for snowmobile or
for moving, hauling, etc.
10 - PRIVATE PLANE
11 - ANY OTHER VEHICLE
such as a snowmobile, dunebuggy, go-cart or riding golf cart
(except charges for rental of golf carts included in golfing fees)
10
-
ANYVACAT
Was the [fill: description] rented solely for use on a vacation, overnight
trip or a trip of 75 miles
or more one way?
<1>
[goto RENT_MORE]
<2, D, R> [goto RENTEXPX]
* Any vehicle rented on a trip will be collected in Section 18.
1. Yes
2. No
10
-
RENTEXPX
Since the first of [fill: REF_MONTH], not including [fill:
CUR_MONTH], what has been your expense for renting this vehicle?
<0-99999, D, R>
[goto ANYBSNRM]
Section #
Part
Variable Name
Question Text
Skip Instructions
10
-
ANYBSNRM
Were or will any of the rental expenses be deducted as business expenses,
reimbursed, or paid by someone outside of the CU?
<1>
[goto BSNSPCTZ]
<2, D, R> [goto RENT_MORE]
1. Yes
2. No
10
-
BSNSPCTZ
What percent of the total expense will this cover?
<1-100, D, R> [goto RENT_MORE]
10
-
RENT_MORE
Did you rent any other [fill: description]?
<1, 2, D, R> [goto RLV_ITEM]
1. Yes
2. No
10
-
LVIHAVE
Are you still leasing the [fill: 8500.MODELYR] [fill:
8500.MKMD_SCR/8500.OTHMODEL]?
<1, D, R> [goto S10INV_END]
<2>
[goto LVIENDMO]
* If the vehicle was purchased at the end of the lease, collect the new
vehicle in Section 11.
1. Yes
2. No
10
-
LVIENDMO
What month was the lease terminated?
[goto
TERMFEE]
10
-
TERMFEE
Were any fees incurred at the termination of the lease?
<1>
[goto TERMFEEX]
<2, D, R> [goto S10INV_END]
1. Yes
2. No
10
-
TERMFEEX
How much?
<1-99999, D, R>
10
-
LSD_ITEM
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
[fill: made any lease payments or begun leasing any automobile, truck,
van, minivan, or SUV not used entirely for business?/begun leasing any
automobile, truck, van, minivan, or SUV not used entirely for business?]
<1, 2> [goto MODELYR]
<99>
[goto S10_END]
<888> [goto LSD_ITEM - next line of
grid] [If no more grid lines goto S10_END]
* IF YES - Read each item on list
Do you lease any . . .
1. Automobiles?
2. Trucks, minivans, vans, or SUVs?
99. None/No more entries
888. Delete the line
[goto S10INV_END]
Section #
Part
Variable Name
Question Text
Skip Instructions
10
-
MODELYR
* Ask if necessary
<1900-current year + 1 D, R>
MKMD_SCR]
[goto
What is the model year of the vehicle?
10
-
MKMD_SCR
What is the make and model of this vehicle?
<30 characters, D, R> [goto ANYBUSIN]
[goto
* If vehicle make and model is not found, key X.
10
-
OTHMODEL
* Specify other make and model.
<30 characters> [goto ANYBUSIN]
10
-
ANYBUSIN
Is it used for business?
<1>
[goto PRCBSNSZ]
<2, D, R> [goto NUMPAY]
1. Yes
2. No
10
-
PRCBSNSZ
What percentage of the mileage is counted as a business expense?
<1-99, D, R> [goto NUMPAY]
<100>
[goto ANYOTH]
10
-
NUMPAY
What was the number of payments contracted for?
<1-999, D, R> [goto PMTMONTH]
10
-
PMTMONTH
In what month was or will the first payment be made?
<1-12, D, R> [goto PMTYEAR]
10
-
PMTYEAR
In what year was or will the first payment be made?
<1990-(current year +1)>
10
-
PAYEXPX
[fill: What is the amount of each payment?/ What is your monthly
payment amount?]
<1-99999, D, R> [If NUMPAY< 12, goto
PAYTIME] [Else goto ANYEXTRA]
10
-
PAYTIME
What period is covered by each payment?
<1-7, D, R> [goto ANYEXTRA]
<8>
[goto PAYOTH]
[goto
1. Week
2. 2 weeks
3. Month
4. Quarter
5. Semiannually
6. Annually
7. One time payment
8. Other
10
-
PAYOTH
* Specify:
<30 characters> [goto ANYEXTRA]
10
-
ANYEXTRA
Does the payment include any charges other than the lease amount such
as auto insurance or maintenance?
<1>
<2, D, R>
[goto EXTRAEXP]
[goto ANYEMPLY]
1. Yes
2. No
10
-
EXTRAEXP
How much of the payment is for these extra charges?
<1-99999, D, R> [goto ANYEMPLY]
Section #
Part
Variable Name
Question Text
Skip Instructions
10
-
EXTRACHK
Soft Edit
---------------------------------------------------------------------------------------------------------------------------------------
[goto ANYEMPLY]
* Payment for Extra charges exceeds total cost.
* Please Verify
--------------------------------------------------------------------------------------------------------------------------------------Question Involved
|Value
---------------------------------------------------------------------------------------------------------------------------------------Payment amount
(PAYEXPX)
Amount of extra charges
(EXTRAEXP)
---------------------------------------------------------------------------------------------------------------------------------------|Suppress|
| Goto |
-----------------------------------------------------------------------------------------------------------------------------------------------10
-
ANYEMPLY
Is any of the [fill: $PAYEXPX/ ] lease payment paid by an employer?
<1>
[goto EMPLYEXP]
<2, D, R> [goto ANYTRADE]
1. Yes
2. No
10
-
EMPLYEXP
How much?
<1-99999> [goto ANYTRADE]
Section #
Part
Variable Name
Question Text
Skip Instructions
10
-
EMPLCHK
Soft Edit
---------------------------------------------------------------------------------------------------------------------------------------
[goto ANYTRADE]
* Payment paid by employer exceeds total cost.
* Please Verify
---------------------------------------------------------------------------------------------------------------------------------------Question Involved
|Value
----------------------------------------------------------------------------------------------------------------------------------------Amount paid by employer
(EMPLYEXP)
Payment amount
(PAYEXPX)
----------------------------------------------------------------------------------------------------------------------------------------|Suppress|
| Goto |
----------------------------------------------------------------------------------------------------------------------------------------------------10
-
ANYTRADE
Was a trade-in allowance received?
<1>
[goto TRADEEXP]
<2, D, R> [goto ANYDOWN]
1. Yes
2. No
10
-
TRADEEXP
How much?
<1-999999> [goto ANYDOWN]
10
-
ANYDOWN
Was a cash down payment made?
<1>
[goto DOWNEXP]
<2, D, R> [goto ANYHAVE]
* Read if necessaryYour lease agreement may list this as a capitalized cost reduction.
1. Yes
2. No
10
-
DOWNEXP
How much?
<1-999999, D, R> [goto ANYDNEMP]
10
-
ANYDNEMP
Was any portion of the cash down payment paid by an employer?
<1>
[goto DNEMPEXP]
<2, D, R> [goto ANYHAVE]
1. Yes
2. No
10
-
DNEMPEXP
How much?
<1-999999, D, R> [goto ANYHAVE]
Section #
Part
Variable Name
Question Text
Skip Instructions
10
-
ANYHAVE
Are you still leasing this vehicle?
<1, D, R> [goto ANYOTH]
<2>
[goto LSDENDMO]
* If the vehicle was purchased at the end of the lease, collect the new
vehicle in Section 11.
1. Yes
2. No
10
-
LSDENDMO
In what month was the lease terminated?
<1-12, D, R>
[goto LSDENDYR]
10
-
LSDENDYR
In what year was the lease terminated?
<1950-current year + 1, D, R>
ANYFEES]
10
-
ANYFEES
Were any fees incurred at the termination of the lease?
<1>
[goto FEESEXP]
<2, D, R> [goto ANYOTH]
[goto
1. Yes
2. No
10
-
H_ANYFEES
Example of Termination of Lease Fees
[go back to ANYFEES]
Disposition Fee
Disposal Fee
Excess Mileage
Excess Wear and Tear
10
-
FEESEXP
How much?
<1-999999, D, R> [goto ANYOTH]
10
-
ANYOTH
Did you lease any other [fill: automobiles, trucks, vans, minivans, or
SUVs]?
<1>
[goto LSD_ITEM, next block]
<2, D, R> [goto S10_END]
1. Yes
11
-
S11_INTRO
(Book) 27
Now I'm going to ask you about owned vehicles.
<1> [I there are vehicles on the chart with
8500.OVB_STAT is not 3 goto S11_INV]
[goto OVB_ITEM]
1. Enter 1 to Continue
11
-
OVAHAVE
[fill: Do/Does] [fill: YOU_YRCU] still have the [fill: 8500.VEHICYR]
[fill: 8500.MKMDL_SC/8500.OTHMDLY]?
1. Yes
<1, D, R> goto OVAHAVE for next
appropriate vehicle on chart, if no more
vehicles goto OVB_ITEM]
<2>
[goto VEHDISP]
Section #
Part
Variable Name
Question Text
Skip Instructions
11
-
OVB_ITEM
(Book) 27 ? [F1]
<1-2>
[goto VEHICYR]
<3-11> [goto VEHBSNS]
<95>
[goto next screen]
<99>
[goto S11_END]
<888> [goto OVB_ITEM - next line of
grid] [If no more grid lines goto S11_END]
SCREEN 1A --------------------------------[fill: Since the first of [fill: REF_MONTH], [fill: have/has] [fill:
YOU_YRCU] purchased or acquired any
vehicle that is not used entirely for business? Include those vehicles
purchased for your own use
or for someone outside your CU. / [fill: HaveHas] [fill:
YOU_YRCU] purchased or acquired any
other vehicles since the first of [fill: REF_MONTH]? ]
* IF YES - What kind of vehicle was it?
1. Automobile
2. Trucks, minivans, vans, or SUVs
3. Motor home
4. Trailer-type camper
5. Other attachable-type camper
6. Motorcycle, motor scooter, or moped (motorized bicycle)
7. Boat, with motor
8. Boat, without a motor
9. Trailer other than a camper type, such as for a boat or cycle
10. Private plane
11. Any other vehicle
99. None/No more entries
888. Delete the line
SCREEN 1B ---------------(Book) 41
[fill: Do/Does] [fill: YOU_YRCU] own any automobiles, trucks,
minivans, vans or SUV's which were not used entirely for business?
* IF YES - Read each item on list
Do you own any . . .
1. Automobiles?
2. Trucks, minivans, vans, or SUVs?
95. Continue list
888. Delete the line
SCREEN 2 ---------------
[fill: Do/Does] [fill: YOU_YRCU] own any other types of vehicles
which
Section #
Part
Variable Name
Question Text
are not used entirely for business?
* IF YES- Read each item on list
Do you own any...
3. Motorized camper-coach?
4. Trailer-type camper?
5. Other attachable-type camper?
6. Motorcycle, motor scooter, or moped (motorized bicycle)?
7. Boat, with motor?
8. Boat, without a motor?
9. Trailer other than a camper type, such as for a boat or cycle?
10. Private plane?
11. Any other vehicle?
95. Continue list
888. Delete the line
SCREEN 3------------------[fill: Have/Has] [fill: YOU_YRCU] purchased any [fill: other] vehicles
since the first of
[fill: REF_MONTH] for someone outside of your CU?
* IF YES What kind of vehicle(s) did you purchase?
1. Automobiles
2. Trucks, minivans, vans, or SUVs
3. Motorized camper-coach
4. Trailer-type camper
5. Other attachable-type camper
6. Motorcycle, motor scooter,or moped (motorized bicycle)
7. Boat, with a motor
8. Boat, without a motor
9. Trailer other than a camper type, such as for a boat or cycle
10. Private plane
11. Any other vehicle
95. Continue list
888. Delete the line
SCREEN 4 -----------------------------[fill:Have/Has] [fill: YOU_YRCU] disposed of [fill: any/any automobiles
Skip Instructions
or] other vehicles
since the first of [fill: REF_MONTH]?
Section #
Part
Variable Name
Question Text
* IF YES Which kind of vehicle(s) did you dispose of?
1. Automobiles
2. Trucks, minivans, vans, or SUVs
3. Motorized camper-coach
4. Trailer-type camper
5. Other attachable-type camper
6. Motorcycle, motor scooter, or moped (motorized bicycle)
7. Boat, with a motor
8. Boat, without a motor
9. Trailer other than a camper type, such as for a boat or cycle
10. Private plane
11. Any other vehicle
99. None/No more entries
888. Delete the line
Skip Instructions
Section #
Part
Variable Name
Question Text
Skip Instructions
11
-
H_S11
Sections 10 and 11 - RENTED, LEASED, AND OWNED VEHICLES
[goto OVB_ITEM]
1 - AUTOMOBILE
2 - TRUCK, MINIVANS, VANS, OR SUVs
3 - MOTOR HOME
4 - TRAILER-TYPE CAMPER
5 - OTHER ATTACHABLE-TYPE CAMPER
6 - MOTORCYCLE, MOTOR SCOOTER OR MOPED
(MOTORIZED BICYCLE)
7 - BOAT, WITH A MOTOR. INCLUDE JET SKIS
8 - BOAT, WITHOUT A MOTOR SUCH AS CANOES, KAYAKS,
AND ROWBOATS
9 - TRAILER OTHER THAN CAMPER
such as for a boat, or cycle - includes trailer for snowmobile or
for moving, hauling, etc.
10 - PRIVATE PLANE
11 - ANY OTHER VEHICLE
such as a snowmobile, dunebuggy, go-cart or riding golf cart
(except charges for rental of golf carts included in golfing fees)
11
-
VEHICYR
What [fill: is/was] the model year of the vehicle?
<1900-current year + 2, D, R> [goto
MKMDL_SC]
11
-
MKMDL_SC
What [fill: is/was] the make and model of this vehicle?
<30 characters, D, R>
[goto FUELTYPE]
* If vehicle make and model is not found, key X
11
-
OTHMDLY
* Specify:
<30 characters> [goto FUELTYPE]
Section #
Part
Variable Name
Question Text
Skip Instructions
11
-
FUELTYPE
Is it fueled by-
<1-3, D, R> [goto VEHBSNS]
<4> [goto FUELOTH]
* Read each item on list.
1. Gasoline?
2. Diesel fuel?
3. Hybrid electric power?
4. Other - specify?
11
-
FUELOTH
* Specify:
<30 characters>
[goto VEHBSNS]
11
-
VEHBSNS
[fill: Was/Is] it used for business?
<1>
[goto VEHBSNZ]
<2, D, R> [goto VEHNEWU]
1. Yes
2. No
11
-
VEHBSNZ
What percentage of the mileage [fill: was/is] counted as a business
<1-99, D, R>
<100>
11
-
VEHNEWU
Was it new or used when acquired?
<1> [If coming from OVB_ITEM screen
1A, 1B, 2 or 4 goto VEHGFTC] else [goto
VEHPURMO]
< 2, D, R> [If coming from OVB_ITEM
screen 1A, 1B, 2 or 4 goto VEHGFTC]
[else goto VPURINDV]
1. New
2. Used
11
-
VEHGFTC
Was this vehicle 1. Purchased for own use?
2. Purchased for someone outside of your CU?
3. Received as a gift?
11
-
VPURINDV
Was this vehicle purchased from a private individual?
1. Yes
2. No
[goto VEHNEWU]
[goto ANYOTH]
<1, 2, D, R> [if VEHNEWU = 1 goto
VEHPURMO] , else [goto VPURINDV]
<3>
[If DISPOSED <>1 goto
ANYOTHR]
[If DISPOSED equals 1 goto
VEHDISP]
<1, 2, D, R> [If OVB_ITEM is 1-3 or 6
AND if VEHGFTC is 3 AND DISPOSED
does NOT equal 1, then goto ANYOTHR]
[if OVB_ITEM is 1-3 or 6 AND VEHGFTC
is 3 AND DISPOSED is 1, goto VEHDISP]
11
-
VEHPURMO
In what month was it purchased?
<1-12, D, R>
[goto VEHPURYR]
11
-
VEHPURYR
In what year was it purchased?
<1900 - current year, D, R>
VFINANCE]
[goto
Section #
Part
Variable Name
Question Text
Skip Instructions
11
-
VFINANCE
Was any portion of the purchase price financed?
<1>
[goto VLOANST]
<2, D, R> [If VEHPURMO +
VEHPURYR is prior to 3 months ago AND
DISPOSED is 1, goto VEHDISP]
[If VEHPURMO +
VEHPURYR is prior to 3 months ago AND
DISPOSED does NOT equal 1,
goto ANYOTHR]
[else goto TRADE]
1. Yes
2. No
11
-
VLOANST
On the first of [fill: REF_MONTH], were there remaining loans
payments?
1. Yes
11
-
TRADE
Was a trade-in allowance received?
<1, D, R> [goto TRADE]
<2>
[If VEHPURMO + VEHPURYR is
prior to 3 months ago AND DISPOSED is 1,
goto VEHDISP]
[If VEHPURMO + VEHPURYR
is prior to 3 months ago AND DISPOSED
does NOT equal 1,
goto ANYOTHR]
[else, goto TRADE]
<1>
[goto TRADEX]
<2, D, R> [goto NETPURX]
1. Yes
2. No
11
-
TRADEX
How much?
<1-999999, D, R> [goto NETPURX]
11
-
NETPURX
What was the amount paid for the vehicle after [Fill: trade-in allowance,]
rebate, and discount?
<0-999999> [goto SALESTAX]
[If VLOANST = 1 goto
DNPAYMTX] [else goto ANYOTHR]
*Include destination fee in the price.
11
-
SALESTAX
Did this include sales tax?
<1, 2, D, R> [If VLOANST = 1 goto
DNPAYMTX] [else goto ANYOTHR]
1. Yes
2. No
11
-
DNPAYMTX
What was the amount of the cash down payment?
<0-999999, D, R> [goto VEHEQTLN]
11
-
VEHEQTLN
Was the source of credit a Home Equity Loan?
<1, 2, D, R> [goto PRINCIPX]
1. Yes
2. No
11
-
PRINCIPX
How much was borrowed, excluding any interest?
<1-999999, D, R>[goto VINTRATE]
Section #
Part
Variable Name
Question Text
Skip Instructions
11
-
VINTRATE
What was the interest rate?
<00.000-99.999,D,R> [goto PMT1YR]
* Enter precent including decimal.
11
-
PMT1YR
In what year was or will the first payment be made?
<1900-(current year +1), D, R>
goto PMT1MO]
[goto
11
-
PMT1MO
In what month was or will the first payment be made?
<1-12, D, R>
11
-
VEHQPMT
For how many months was the payment contract?
<1-999, D, R> [goto PAYMENTX]
11
-
PAYMENTX
What is your monthly payment amount?
<1-99999, D, R> [If DISPOSED = 1 goto
VEHDISP] else [goto ANYOTHR]
11
-
VEHDISP
How did you dispose of the [fill: auto description]?
<1-5, D, R> [goto VDISPMO]
<6> [goto DISPOTHV]
[goto VEHQPMT]
1. Sold
2. Traded in
3. Given away or donated to someone outside the CU, including students
away at school
4. Damage beyond repair
5. Stolen
6. Other
11
-
DISPOTHV
* Specify:
<30 characters> [goto VDISPMO]
11
-
VDISPMO
In what month was it [fill: sold/traded in/given away to someone outside
the CU/damaged beyond repair/stolen/disposed of]?
<1-12, D, R> [If VEHDISP = 1, goto
SALEX]
[If VEHDISP is 2, 3, 6, D, R,
goto LOANSTAT]
[If VEHDISP is 4, 5, goto
11
-
SALEX
How much did you sell it for?
<1-999999, D, R> [goto LOANSTAT]
11
-
REIMBURS
Were you reimbursed for the value of the [fill: auto description]?
<1> [goto REIMBURX]
<2, D, R> [goto EXREIMB]
1. Yes
2. No
11
-
REIMBURX
How much did you receive?
<1-999999, D, R>
[goto LOANSTAT]
11
-
EXREIMB
Do you expect to be reimbursed for the value of the [fill: auto
description]?
<1>
[goto EXREIMBX]
<2, D, R> [goto LOANSTAT]
1. Yes
11
-
EXREIMBX
How much will you receive?
<1-999999, D, R> [goto LOANSTAT]
Section #
Part
Variable Name
Question Text
Skip Instructions
11
-
LOANSTAT
Were there any outstanding loans on the [fill: auto description] when it
was [fill: VEHDISP]?
<1>
[goto FINPAYMT]
<2, D, R> [If from inventory grid goto next
line on grid] [ELSE goto ANYOTHR]
1. Yes
2. No
11
-
FINPAYMT
Were any final payments made on the loan?
1. Yes
2. No
<1>
[goto FINPAYMX]
<2, D, R> [If from inventory grid goto next
line on grid] [ELSE goto ANYOTHR]
11
-
FINPAYMX
How much was the final payment?
<1-999999, D, R> [If from inventory grid
goto next line on grid] [Else goto
11
-
ANYOTHR
[fill: Did [fill: YOU_YRCU] purchase or acquire any other [fill: auto
description]?/[fill: Do/Does] [fill: YOU_YRCU] own any other [fill: auto
description]?/Did [fill: YOU_YRCU] purchase any other [fill: auto
description] for someone outside your CU?/Did [fill: YOU_YRCU]
dispose of any other [fill: auto description]?]
<1, 2, D, R> [goto OVB_ITEM, next screen
as appropriate]
1. Yes
2. No
12
A
S12A_INTRO
(Book) 28 - 29
I will now ask about expenses for vehicle services, parts, and
equipment. Please do not include expenses for vehicles used
entirely for business.
1. Enter 1 to Continue
<1> [goto VEQ_ITEM]
Section #
Part
Variable Name
Question Text
Skip Instructions
12
A
VEQ_ITEM
(Book) 28 - 29 ? [F1]
<1-22> [goto VOPDESC]
<99> [goto S12A_END]
<888> [goto VEQ_ITEM - next line of
grid] [If no more grid lines goto S12A_END]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
had
expenses for any of the following?
* Read each item on list
1. Oil change, lubrication, or oil filter
work
11. Air conditioning
12. Engine cooling
system work
2. Motor tune-up
13. Exhaust system work
3. Brake work
14. Clutch or transmission
work
4. Battery purchases or installation
15. Body work or
painting
5. Tire purchases or mounting
16. Shock absorber
replacement
6. Tire repair
17. Drive shaft or rearend work
7. Front end alignment, wheel balancing 18. Video equipment or
installation
8. Steering or front-end work
19. Audio equipment or
installation
9. Electrical system work
or wheel rotation
10. Engine repair or replacement
20. Vehicle accessories or
customizing
21. Vehicle cleaning
services or cleaning supplies
22. Other vehicle services,
parts, or equipment
99. None/No more entries
Section #
Part
Variable Name
12
A
H_S12A
Question Text
Skip Instructions
Section 12 - VEHICLE OPERATING EXPENSES
Part A - Vehicle Maintenance and Repair, Parts, and Equipment
1 - OIL CHANGE, LUBRICATION, and OIL FILTER
(Include oil only if purchased for an oil change)
2 - MOTOR TUNE-UP, including adjust ignition
air/fuel filters
sensor
ignition wires
timing or mixture
breather/vapor/air
cap, rotor pcv valve
adjust valve
filter element
controls
spark plugs
3 - BRAKE WORK, including anti-lock brake
hydraulic system
pads
bleed brake
master cylinder
calipers
system
machine drums/
cylinder
brake
rotors
adjustment
parking brake
computer
distributor
emission
shoes or
wheel
wheel
4 - BATTERY PURCHASES AND INSTALLATION
5 - TIRE PURCHASES AND MOUNTING
6 - TIRE REPAIRS
7 - FRONT END ALIGNMENT, WHEEL BALANCING, WHEEL
ROTATION
8 - STEERING OR FRONT-END WORK, including axle bearing/
bushings
power steering
studs, lug nuts
seals
CV joints/boots
fluid/filter
tie rods
axle shafts
idler arms
rack and pinion
wheel hubs
ball joints
steering box/
linkage
9 - ELECTRICAL SYST EM WORK, including alternator belt
car computer
ignition system
voltage-regulator
[goto VEQ_ITEM]
alternator/
wiring
coil
starter motor
Section #
Part
Variable Name
Question Text
generator
battery
charging
Skip Instructions
gauges/
instruments
switches
10 - ENGINE REPAIR OR REPLACEMENT, including carburetor
fuel injector
motor mounts
timing chain/
choke
fuel pump/lines/
oil pump/cooler/
gears or belt
crankshaft
filter
hoses/lines
turbo charge
bearings
gaskets
pistons/rods
11 - AIR CONDITIONING WORK, including compressor
condenser
motor/switch
recharging
12 - ENGINE COOLING SYSTEM WORK, including coolant or filter
fan or water pump
heater core
radiator
cooling fan/
belt
hoses
thermostat
controls
fan switch or motor
pressure cap
water pump
cooling fan relay
13 - EXHAUST SYSTEM WORK, including catalytic converter hanger/clamps
muffler
resonator
exhaust pipe
manifold gasket
14 - CLUTCH OR TRANSMISSION WORK, including clutch cable
hydraulic system
rebuilt transmission
transaxle
clutch fork
master cylinder
safety switch
transmission filter
flywheel
pilot bearing
shaft seal
15 - BODY WORK OR PAINTING, including convertible top
doors
T-roof
crash repairs
glass replaced
vinyl top
window repair/
rust proofing
replacement
sanding
16 - SHOCK ABSORBER REPLACEMENT, including MacPherson
struts
Section #
Part
Variable Name
Question Text
Skip Instructions
17 - DRIVE SHAFT OR REAR-END WORK, including axle fluid
suspension
axle mounts/
tie rods
bushings
universal joint
coil or leaf springs
CV joints
rear axle
differential
rear wheel axle seal
grommet
rear wheel bearings
18 - VIDEO EQUIPMENT OR INSTALLATION, including televisions and combinations of
with screen
TVs with VCRs and/or DVD players
Motion Satellite receiver
video game consoles
GPS navigational system
satellite receiver, In-
19 - AUDIO EQUIPMENT OR INSTALLATION, including antenna
CB radio
speakers
tape player
CB antenna
radio
stereo equipment
satellite radio equipment
20 - VEHICLE ACCESSORIES OR CUSTOMIZING, including alarm system
carpeting
running boards
steering wheel
bike/ski racks
fender skirts
seat covers
covers
bumper guards
luggage rack
spoilers
21 - VEHICLE CLEANING SERVICES OR CLEANING SUPPLIES
vehicle detailing
vacuuming
tire/rim
cleaners
full service car wash wash, wax, and polish supplies self service
car wash
22 - OTHER VEHICLE SERVICES, PARTS, AND EQUIPMENT,
including battery cables
vent filters
jack
charcoal
canister filters
gas cable/cap/can brake lights gasket sets
windshield
wipers
light bulbs
wheel lugs
headlights
speedometer cable
wheels/rims
hub caps
heater repair
tire/wheel
combination
upholstery work
Section #
Part
Variable Name
12
A
VOPDESC
12
A
VOPLABOR
Question Text
Skip Instructions
What was the expense for?
<30 characters> [goto VOPLABOR]
Did this expense include labor?
<1,2, D,R> [goto VOPMOA]
1. Yes
2. No
12
A
VOPMOA
12
A
VOPEXPX
12
A
VOPTAX
In what month did you have this expense?
What was the total cost?
[goto VOPEXPX]
<1-99999> [goto VOPTAX]
[goto VOPCMB_C]
Did this include sales tax?
<1,2,D,R> [goto VOPCMB_C]
1 Yes
2 No
12
A
VOPCMB_C
* Enter 'C' for combined expense
[goto VOPCMB]
[goto VOPREIMB]
12
A
VOPCMB
(Book) 28-29 ? [F1]
<1-22, 77> [goto VOPREIMB]
What expense was combined with the [fill: description] expense?
* Enter all that apply, separate with commas.
1.
2.
3.
4.
5.
6.
7.
Oil chg/lube/filter
Motor tune/up
Brake work
Battery purch/install
Tire purch/mounting
Tire repair
Front end align/wheel
balancing/wheel rotate
8. Steering/front end work
9. Electrical system work
10. Engine repair/replace
11. Air conditioning work
12. Engine cooling sys. work
13. Exhaust system work
14. Clutch or transmission wk
15. Body work or painting
16. Shock absorber replacemnt
17. Drive shaft/rear end work
18. Video equipment/install
19. Audio equipment/install
20. Accessories/customizing
21. Vehicle cleaning/supplies
22. Other serv/parts/equip
77. Misc. combined (unable to
specify/DK)
12
A
VOPREIMB
Has any of this expense been, or will any of it be, reimbursed?
1. Yes
2. No
<1>
[goto VOPRMBXA]
<2, D,R> [goto MOREVEOP]
Section #
Part
Variable Name
12
A
VOPRMBXA
12
A
MOREVEOP
Question Text
Skip Instructions
How much?
<1-99999, D,R>
Did you have any other expenses for [fill: description]?
<1, 2, D,R>
of grid]
[goto MOREVEOP]
[goto VEQ_ITEM, next line
1. Yes
2. No
12
B
S12B_INTRO
(Book) 30
<1> [goto VLR_ITEM]
Now I am going to ask about driver's licenses, vehicle inspection and
vehicle registration.
1. Enter 1 to Continue
12
B
VLR_ITEM
(Book) 30
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
had any
expenses for -
1.
2.
3.
4.
* Read each item on list
.
Driver's licenses?
Vehicle inspection?
State vehicle registration?
Local vehicle registration?
<1-4> [goto VREGDESC]
<99>
[goto S12B_END]
<888> [goto VLR_ITEM - next line of
grid] [If no more grid lines goto S12B_END]
99. None/No more entries
888. Delete line
12
B
VREGDESC
What was the expense for?
<30 characters>
12
B
VOPMO_C
In what month did you have this expense?
[goto VOPREGX]
12
B
VOPREGX
What was the total amount of the expense?
<1-9999, D,R>
12
B
S12BCMB_C
* Enter 'C' for combined expense
[goto S12B_CMB]
[goto MOREREG]
12
B
S12B_CMB
What was combined with the [fill: description] expense?
<1-4> [goto MOREREG]
* Enter all that apply, separate with commas
1. Driver's license
2. Vehicle inspection
3. State Vehicle registration
4. Local Vehicle registration
[goto VOPMO_C]
[goto S12BCMB_C]
Section #
Part
Variable Name
Question Text
Skip Instructions
12
B
MOREREG
Did you have any other [fill: description] expenses?
<1, 2, D,R> [goto VLR_ITEM, next line of
grid]
1. Yes
2. No
12
C
VOPGASX
Since the first of [fill: REF_MONTH], what has been your CU’s
AVERAGE MONTHLY
expense for gasoline and other fuels (including gasohol) for any vehicles?
<0, R>
<1-9999, D>
[goto VOPOIL]
[goto VOPDIES]
12
C
VOPDIES
Was any of this expense for the purchase of diesel fuel?
<1>
[goto VOPDIESX]
<2, D, R> [goto VOPBSNS]
1. Yes
2. No
12
C
VOPDIESX
How much?
<1-9999, D,R>
12
C
VOPBSNS
Was any of the AVERAGE MONTHLY cost counted as a business
expense?
<1>
[goto VOPBSPER]
<2, D, R> [goto VOPOIL]
1.
[goto VOPBSPER]
Yes
12
C
VOPBSPER
What percentage of the AVERAGE MONTHLY COST was counted as a
business expense?
<1 - 100, D, R> [goto VOPOIL]
12
C
VOPOIL
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
purchased any oil for operating vehicles?
<1>
[goto VOPOILX]
<2, D, R> [If INTNMBR is 1 goto
S12C_END] [ELSE goto VOPFLUID]
1. Yes
2. No
12
C
VOPOILX
What was the total cost?
<1-9999, D, R>
12
C
VOPOILNT
Was any of this purchased this month?
<1>
[goto VOPOILNX]
<2, D, R> [If INTNMBR is 1 goto
S12C_END] [goto VOPFLUID]
1. Yes
2. No
[goto VOPOILNT]
12
C
VOPOILNX
How much was spent this month?
<1-9999, D, R> [If INTNMBR is 1 goto
S12C_END] [ELSE goto VOPFLUID]
12
C
VOPFLUID
Since the first of [fill: REF_MONTH], not including this month,
have [fill: YOU_ANYMEM] purchased any antifreeze, brake fluid,
transmission fluid, or additives, except if purchased with a
tune-up?
<1>
<2,D,R>
1. Yes
2. No
[goto VOPFLUDX]
[goto VOPPARK]
Section #
Part
Variable Name
Question Text
Skip Instructions
12
C
VOPFLUDX
What was the total cost of these purchases?
<1-9999,D,R> [goto VOPPARK]
12
C
VOPPARK
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
had expenses for -
<1>
[goto VOPPARKX]
<2,D,R> [goto VOPTOLL]
Parking, such as parking meters, garage rental, or parking lot fees?
Do not include expenses that
are part of your property ownership or rental costs, a business
expense, or expenses that will be
totally reimbursed.
1. Yes
2. No
12
C
VOPPARKX
<1-99999,D,R> [goto VOPTOLL]
How much was paid, not including any payments made this month?
12
C
VOPTOLL
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] had
expenses for -
<1>
[goto VOPTOLLX]
<2,D,R> [goto VOPDOCK]
Local tolls or electronic toll passes?
* Do not include tolls incurred on a trip.
1. Yes
2. No
12
C
VOPTOLLX
12
C
VOPDOCK
How much was paid, not including any payments made this month?
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
had expenses for -
<1 - 99999, D,R> [goto VOPTOW]
<1>
[goto VOPDOCKX]
<2,D,R> [goto VOPPOLCY]
Docking and landing fees for boats and planes?
1. Yes
2. No
12
C
VOPDOCKX
How much was paid, not including any payments made this month?
<1-9999,D,R> [goto VOPPOLCY]
12
C
VOPPOLCY
Since the first of [fill: REF_MONTH], not including
[fill: CUR_MONTH], have [fill: YOU_ANYMEM] had any expenses for
<1>
[goto VOPPLCYX]
<2,D,R> [goto VOPAUTO]
auto repair service policies such as extended warranties?
Do not include service policies for vehicles used entirely for business.
1. Yes
Section #
Part
Variable Name
Question Text
Skip Instructions
12
C
VOPPLCYX
How much?
<1-9999,D,R> [goto VOPAUTO]
12
C
VOPAUTO
Since the first of [fill: REF_MONTH], not including
[fill: CUR_MONTH], have [fill: YOU_ANYMEM] had any expenses
<1>
[goto VOPCLUBX]
<2,D,R> [goto VOPTOW]
for automobile service clubs, such as AAA?
1. Yes
12
C
VOPCLUBX
How much?
<1-9999,D,R> [goto VOPTOW]
12
C
VOPTOW
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
had expenses for -
<1>
<2,D,R>
[goto VOPTOWX]
[goto TANKGAS]
Towing charges, not already reported ?
1. Yes
2. No
12
C
VOPTOWX
How much was paid, not including any payments made this month?
<1-9999,D,R> [goto TANKGAS]
12
C
TANKGAS
Since the first of [fill: REF_MONTH], not including
[fill: CUR_MONTH] have [fill: YOU_ANYMEM] had any expenses
<1>
[goto TANKGASX]
<2,D,R> [goto S12C_END]
for bottled or tank gas for recreational vehicles, including
vans, campers, and boats?
1. Yes
12
C
TANKGASX
13
A
S13A_INTRO
How much?
(Book) 31
Now I am going to ask about your non-health insurance policies. (Fill:
Include policies paid by your CU for someone outside your CU.)
<1-9999,D,R> [goto S12C_END]
<1> [If Policies listed on the inventory
chart with 8500.INB_STAT ne 3 goto
S13A_INV]
1. Enter 1 to Continue
13
A
PLCYSTIL
Do [fill: YOU_ANYMEM] still have or make payments for the [fill:
description] insurance policy from [fill: 8500.INSCOMP]? ]
1. Yes
2. No
<1, 2, D, R> [If 8500.PREMPAID = 3 or 4
goto S13A_END] [goto INSEX3A]
Section #
Part
Variable Name
Question Text
Skip Instructions
13
A
INSEX3A
Since the first of [fill: REF_MONTH] have you had any expenses for
this policy?
<1>
<2, D, R>
[goto INSEX3AX]
[goto S13A_END]
1. Yes
2. No
13
A
INSEX3AX
How much was paid?
<1-99999>
13
A
INSEXXA
How much was paid this month?
<0-99999, D, R>
13
B
INB_ITEM
(Book) 31 ? [F1]
<1-6> [goto INSCOMP]
<99> [goto S13B_END]
<888> [goto INB_ITEM - next line of
grid] [If no more grid lines, goto
[Fill:Do [Fill: YOU_ANYMEM] have any or pay for any-/Since the first
of [fill: REF_MO] have [fill: YOU_ANYMEM] purchased or begun
paying for any -]
* Read each item on list
1. Long term care insurance?
2. Life insurance or other policies which provide benefits in case of
death or disability?
3. Homeowners' insurance which protects your home, furniture, personal
effects or other property
against fire, flood, theft, loss or damage?
4. Renters' insurance which protects your home, furniture, personal
belongings or other property
against fire, flood, theft, loss or damage?
5. Automobile or other vehicle insurance?
6. Other types of insurance, such as those listed on page 31?
99. None/No more entries
888. Delete a line
[goto INSEXXA]
[goto S13A_END]
[goto S13A_END]
Section #
Part
Variable Name
13
B
H_S13
Question Text
Skip Instructions
Section 13 - INSURANCE OTHER THAN HEALTH
1 - LONG TERM CARE INSURANCE
2 - LIFE INSURANCE OR OTHER POLICIES WHICH PROVIDE
BENEFITS IN CASE OF DEATH
OR DISABILITY, including Annuities
Bural Insurance
Cash Benefits
Flight Insurance
Group-Life Insurance
Income or Disability Insurance
Life Endowments
Long-Term Care Insurance
Mortgage Insurance
Straight-Life Insurance
Term Insurance
Veterans Insurance
Whole-Life Insurance
HOME INSURANCE
Insurance protecting your home, furniture, personal effects, or other
property against fire, theft,
loss, natural disasters, or damage from other means.
3 - HOMEOWNERS' INSURANCE, including any insurance covered in
mortgage payments or
flood insurance
FLOOD INSURANCE
FIRE AND EXTENDED COVERAGE
4 - RENTERS' INSURANCE
5 - AUTOMOBILE OR OTHER VEHICLE INSURANCE, including Bodily Injury Insurance
Collision Insurance
Comprehensive Insurance
Liability Insurance
No-Fault Damage Insurance
Property Damage Insurance
6 - OTHER TYPES OF NONHEALTH INSURANCE, including Ambulance
Credit Card Insurance
Mortgage Guarantee Insurance
[return to item where F1 was pressed]
Personal Liability Insurance
Umbrella policies
Section #
Part
Variable Name
Question Text
Skip Instructions
Do not include malpractice insurance.
13
B
INSCOMP
What is the name of the insurance company for your [Fill: description]
policy?
<30 characters>
[goto INSDESC]
* Enter name of insurance company, not the insurance agent.
13
B
INSDESC
13
B
INSPROP
Briefly describe the policy.
Which property (ies) does this policy cover?
<30 characters> [If INB_ITEM = 3, goto
INSPROP] [goto PREMPAID]
<1-20,99,D,R> [goto PREMPAID]
* Enter number of each property covered, separate with commas.
[fill: PROPNUM] [fill: PROPDESC]
99. Property not owned or rented by the CU
13
B
PREMPAID
Are the policy premiums paid -
<1, 2, D, R>
<3, 4>
[goto PAYDEDPR]
[ goto S13_S]
<1,2,D,R>
[goto INSEXPBX]
<1-99999>
<0, D,R>
[goto INSNEXXB]
[goto S13_S]
1. Entirely by [fill: YOU_YRCU]?
2. Partially by [fill: YOU_YRCU] and partially by someone
outside your CU?
3. Entirely by an employer or union?
4. Entirely by another group or persons outside your CU?
13
B
PAYDEDPR
Are any premiums paid through payroll deductions?
1. Yes
2. No
13
B
INSEXPBX
Since the first of [fill: REF_MONTH], what was [fill: YR_YRCUS] total
expense for this insurance policy?
* Enter the actual amount the CU paid. Do not include any expenses
paid for the CU by others.
13
B
INSNEXXB
How much was paid this month?
<0-99999, D, R>
[goto S13_S]
13
B
S13_S
* Enter "C" for a combined expense
[goto S13CMB]
[goto INSMORE]
Section #
Part
Variable Name
Question Text
Skip Instructions
13
B
S13CMB
(Book) 31 ? [F1]
<1-6, 77> [If 3 is selected, goto
S13CMBPROP] [Else goto INSMORE]
What other type of policy is the [Fill: description] combined with?
* Enter all that apply, separate with commas
1. Long term care insurance
2. Life insurance or other policies which provide benefits in case of
death or disability
3. Homeowners' insurance which protects your home, furniture, personal
effects or other property
against fire, flood, theft, loss or damage
4. Tenants' insurance which protects your home, furniture, personal
effects or other property
against fire, flood, theft, loss or damage
5. Automobile or other vehilce insurance
6. Other types of insurance, such as those listed on page 46
77. Misc. combined (unable to specify/DK)
13
B
S13CMBPROP
Which property (ies) does this policy cover?
<1-20, 99, D, R> [goto INSMORE]
* Enter number of each property covered, separate with commas.
[fill: PROPNUM] [fill: PROPDESC]
99. Property not owned or rented by the CU
13
B
INSMORE
[Fill: Do [fill: YOU_ANYMEM] have any or make payments for any
other [fill: description] policy?/Did [Fill: YOU_ANYMEM] purchase or
begin paying for any other [fill: description] policy?]
<1, 2, D, R> [goto INB_ITEM]
1. Yes
2. No
14
A
S14A_INTRO
(Book) 32
Now I am going to ask about hospitalization and health Insurance.
1. Enter 1 to Continue
<1> [If there are any records on the input
with 8500.IHB_STAT=1 goto S14A_INV]
[goto S14A_END]
Section #
Part
Variable Name
Question Text
Skip Instructions
14
A
HHISTILL
[fill: Do you/Does your CU] still [fill: make payments on the [fill:
description]
from [fill: 8500.HINSCMP] for someone outside your CU/ have your
[fill: description] policy from
[fill: 8500.HINSCMP]?
<1,2, D, R> [If 8500.HHIPRMPD = 3, 4
goto S14A_END] [goto HHIANYPD]
1. Yes
2. No
14
A
HHIANYPD
Since the first of [fill: REF_MONTH] were any payments made on
this
policy by [fill: YOU_ANYMEM]? [fill: (Include those
made by payroll deductions.)]
<1>
[goto HHIPDAMT]
<2, D, R> [goto S14A_END]
1. Yes
14
A
HHIPDAMT
How much was paid?
<1-99999> [goto HHICMXXA]
[goto S14A_END]
14
A
HHICMXXA
How much was paid this month?
<0-99999, D, R>
14
A
S14A_END
** CHECK ITEM**
[goto HHISTILL for next appropriate
policy on the inventory chart]
[If no more policies on the inventory chart,
go to Section 14B]
[goto S14A_END]
Section #
Part
Variable Name
14
B
IHB_ITEM
Question Text
(Book) 32
? [F1]
[FILL: Do [fill: YOU_ANYMEM] have any hospitalization or health
insurance plans
or belong to a plan that pays all or part of your medical
expenses?
Include policies paid for someone outside your CU and please
consider
any special purpose plans you may have, such as those listed on
page 32
of the Information Booklet. /
Since the first of [fill: REF_MONTH], have [fill:
YOU_ANYMEM] purchased any
[fill: additional] health or hospitalization insurance? Include any
policies paid for
someone outside your CU. ]
Skip Instructions
<1>
[goto HINSCMP]
<99>
[goto S14B_END]
<888>
[goto IHB_ITEM - next line of
grid] [If no more grid lines goto S14B_END]
* Do not report Medicare Prescription Drug plans (Medicare Part D)
here. Medicare Prescription
Drug plans are collected in Section 14C in Interviews 2 through 5.
* Read item on list.
1. Hospitalization or health insurance plans
99. None/No more entries
888. Delete the line
14
B
HINSCMP
What is the name of the insurance company for this health
insurance policy?
<30 characters> [goto HHIBCBS]
* Enter name of insurance company, not the insurance agent.
14
B
HHIBCBS
*Do not read to respondent.
* Is the insurance company Blue Cross/Blue Shield?
<1,2, D,R>
[goto HHICOVQ]
1. Yes
2. No
14
B
HHICOVQ
How many CU members are/were covered by this policy?
<0-30, D,R>
[goto HHICODE]
Section #
Part
Variable Name
Question Text
Skip Instructions
14
B
HHICODE
(Book) 32 ? [F1]
<1> [goto HHIPOS]
<2> [goto HHIFEET]
<3> [goto HHIGROUP]
<4> [goto HHISPECT]
[goto HHIGROUP]
What type of insurance plan is it?
1. Health Maintenance Organization
2. Fee for Service Plan
3. Commercial Medicare Supplement
4. Other special purpose plan
14
B
H_S14B
Section 14 HOSPITALIZATION AND HEALTH INSURANCE
1 - HEALTH MAINTENANCE ORGANIZATION
Expenses in this type of plan are usually covered in full or there is a
modest co-payment at the time of your visit. There are two basic
types
of HMO’s. The first is the group/staff type in which you go to a
central
facility (group health center) to receive care. The second type is an
independent practice association (IPA) in which providers work from
their individual offices and are referred to as primary care physicians.
2 - FEE FOR SERVICE PLAN
In a fee for service type of plan you or your insurance company is
generally billed after each visit. In a traditional fee for service plan
you
may go to any doctor or hospital you choose. In a Preferred Provider
Organization (PPO) you are provided with a list of doctors from which
you may choose. If you choose to go to one of the doctors on the
PPO
list, the amount of expenses covered is higher than if you go to a
doctor not on the list.
3 - COMMERCIAL MEDICARE SUPPLEMENT
A Commercial Medicare Supplement is a voluntary contributory
private
insurance plan available to Medicare recipients, to cover the costs of
deductibles, coinsurance, physician services and other medical and
health services.
[goto HHICODE or
Section #
Part
Variable Name
14
B
HHIPOS
Question Text
Skip Instructions
Under normal circumstances, if you go to a doctor who is not part
of your plan without a referral, will your insurance pay for the cost?
<1,2,D,R>
[goto HHIGROUP]
<1,2,D,R>
[goto HHIGROUP]
<1-5,D,R>
<6>
[goto HHIGROUP]
[goto OTHINTYP]
1. Yes
2. No
14
B
HHIFEET
(Book) 32 ? [F1]
Is this fee for service plan a 1. Traditional Fee for Service Plan?
2 . Preferred Provider Option Plan?
14
B
H_S14B_2
FEE FOR SERVICE PLAN
In a fee for service type of plan you or your insurance company is
generally billed after each visit. In a traditional fee for service plan
you
may go to any doctor or hospital you choose. In a Preferred Provider
Organization (PPO) you are provided with a list of doctors from which
14
B
HHISPECT
you may choose. If you choose to go to one of the doctors on the
Is this special purpose insurance plan 1. Dental insurance?
2. Vision insurance?
3. Prescription drug insurance?
health insurance? - Specify
14
B
OTHINTYP
14
B
HHIGROUP
4. Mental health insurance?
5. Dread disease policy?
6. Other type of special purpose
* Specify:
Was the policy obtained on an individual or group basis?
<30 characters> [goto HHIGROUP]
<1-3, D,R> [goto HHIPRMPD]
1. Individually obtained
2. Group through place of employment
3. Group through other organization
14
B
HHIPRMPD
Are the policy premiums paid 1. Entirely by [fill: YOU_YRCU]?
2. Partially by [fill: YOU_YRCU]?
3. Entirely by an employer or union?
4. Entirely by another group or persons outside your CU?
<1,2> [goto HHIPRDED]
<3,4> [goto HHIMORE]
[goto HHIPRDED]
Section #
Part
Variable Name
Question Text
Skip Instructions
14
B
HHIPRDED
Are any premiums paid through payroll deductions?
<1,2, D,R> [goto HHIRPMXB]
1. Yes
2. No
14
B
HHIRPMXB
What is your part of the regular health insurance payment [fill: including
all payroll deductions]?
<1-99999> [goto HHIRPMPD]
[goto HHIRPMPD]
14
B
HHIRPMPD
What period of time is covered by the regular payment?
<1-6, D,R> [goto HHICPMTB]
<7>
[goto PTIMEOTH]
1.
2.
3.
4.
Week
2 weeks
Month
Quarter
5. 6 months
6. Year
7. Other - Specify
14
B
PTIMEOTH
* Specify:
<30 characters>
[goto HHICPMTB]
14
B
HHICPMTB
Since the first of [fill: REF_MONTH] were any payments made on
this
policy?
<1>
[goto HHIRPMTB]
<2, D,R> [goto HHIMORE]
1. Yes
14
B
HHIRPMTB
Was each payment in the amount of [fill: the regular
payment/$(HHIRPMXB)]?
<1>
[goto HHIQPMTB]
<2,D,R> [goto HHIIRGXB]
1. Yes
2 . No
14
B
HHIQPMTB
How many payments were made?
<1-15, D,R> [goto HHICMXXB]
14
B
HHIIRGXB
What was the total expense paid for this policy since [fill:
<1-99999, D,R> [goto HHICMXXB]
14
B
HHICMXXB
How much was paid this month?
<0-99999, D, R> [goto HHIMORE]
14
B
HHIMORE
Did you have any other hospitalization or health insurance plans?
<1, 2, D, R> [goto IHB_ITEM, next line of
grid]
1. Yes
2. No
14
B
S14B_END
** CHECK ITEM **
[If no more policies and INTNMBR = 1
goto S14_END in section 14c)]
[if no more policies and intnmbr = 2-5 goto
Section 14C]
Section #
Part
Variable Name
Question Text
Skip Instructions
14
C
CHGHHMCR
Last time you said that [fill: 8500.HHMCRCOV] [fill: CU member
was/CU
members were] enrolled in Medicare. Has the number of CU members
<1>
[goto HHMCRCOV]
<2, D,R> [If 8500.HHPARTD = 1 goto
14C_UPDATE] [Else goto RETPARTD]
enrolled in Medicare changed?
1. Yes
14
C
HHMCRENR
Are [fill: YOU_ANYMEM] presently enrolled in Medicare?
Medicare is the Federal Health Insurance Plan.
<1>
[goto HHMCRCOV]
<2, D,R> [If 8500.MDCDENR is 1 goto
CHGMDCDE] [Else goto MDCDENR]
1. Yes
2. No
14
C
HHMCRCOV
How many members of your CU are covered by Medicare?
* If this is a single person CU, enter 1 without asking the question
14
C
14C_UPDATE
14
C
STILDRUG
Question Text
**Check item**
Is [fill: NAME] still enrolled in a Medicare Prescription Drug plan?
* Enter 'YES’ if the member changed to a different Medicare
Prescription Drug plan.
1. Yes
2. No
14
C
PREMCHG
Is [fill: NAME]’s premium still [fill: $8500.DRGPREMX/ the
same]?
1. Yes
<0-30> [If intnmbr = 2 or new CU, goto
HHPARTD, if intnmbr = 3-5 and not a new
CU AND 8500.HHPARTD = 1, goto
14C_UPDATE] [ELSE goto RETPARTD]
[goto STILDRUG]
<1> > [goto PREMCHG]
< 2, D, R> [goto next member on
14C_UPDATE; if there exist values of
MEMBNO that do not match any value of
8500.PRTDMBNO, goto RETPARTD;
else, if 8500.MDCDENR ne 1, goto
MDCDENR] [else, goto CHGMDCDE]
<1, D, R> [goto STILDRUG for next
member on 14C_UPDATE; if there exist
values of MEMBNO that do not match any
value of 8500.PRTDMBNO, goto
RETPARTD; else if 8500.MDCDENR ne 1,
goto MDCDENR] [else, goto CHGMDCDE]
<2>
[goto PREMCHGX]
Section #
Part
Variable Name
Question Text
Skip Instructions
14
C
PREMCHGX
What is [fill: NAME]’s current premium amount for the Medicare
Prescription Drug Plan?
<0-999, D, R> [goto STILDRUG for next
member on 14C_UPDATE; if there exist
values of MEMBNO that do not match any
value of 8500.PRTDMBNO, goto
RETPARTD; else if
8500.MDCDENR ne 1, goto MDCDENR]
[else, goto CHGMDCDE]
14
C
RETPARTD
Are [fill: YOU_ANYMEM] presently enrolled in a Medicare
Prescription Drug plan since the first of [fill: REF_MO]?
<1>
[goto DRUGPLAN]
<2, D,R> [If 8500.MDCDENR = 1, goto
CHGMDCDE, if 8500.MDCDENR ne 1,
goto MDCDENR]
* The Medicare Prescription Drug plan is also known as Medicare
Part D,
which is the plan that began enrollment in November 2005.
14
C
HHPARTD
1. Yes
2. No
Are [fill: YOU_ANYMEM] presently enrolled in a Medicare
Prescription Drug plan?
<1>
[goto DRUGPLAN]
<2, D,R> [Else goto MDCDENR]
* The Medicare Prescription Drug plan is also known as Medicare
Part D,
which is the plan that began enrollment in November 2005.
14
C
DRUGPLAN
1. Yes
2. No
Who [fill: is enrolled/enrolled] in a Medicare Prescription Drug plan?
<1-30> [goto 14C_NEW ]
[goto MDCDENR]
* Enter line numbers for all that apply, separate with commas.
* If this is a single person CU, enter “1” without asking the question
14
C
14C_NEW
**Check item**
[goto ENROLLMO]
14
C
ENROLLMO
In what month and year did [fill: NAME/you] enroll in the prescription
drug plan?
<1-12, D, R>
[goto ENROLLYR]
* Enter month of enrollment
14
C
ENROLLYR
14
C
DRGPREMX
* Enter year of enrollment
What is the monthly premium for [fill: NAME's/your] Medicare
Prescription Drug plan?
* Do not include any monthly co-payments paid by the CU.
<2005 - 9000, D, R>
<0 - 999, D, R>
[goto
[goto HHDRGSS]
Section #
Part
Variable Name
14
C
HHDRGSS
Question Text
Is the monthly premium deducted from a Social Security payment?
1. Yes
2. No
14
C
CHGMDCDE
Last time you said that [fill: 8500.MDCDCOV] [fill: CU member
was/CU members were] enrolled in Medicaid. Has the number of
members enrolled in Medicaid changed?
Skip Instructions
<1, 2, D, R> [goto ENROLLMO for the
next line number entered in DRUGPLAN,
[ELSE if no more line
numbers AND 8500.MDCDENR ne 1 goto
MDCDENR]
<1>
[goto MDCDCOV]
<2, D,R> [If 8500.OTHPLAN is 1, goto
STILLOTH] [ELSE goto OTHPLAN]
1. Yes
2. No
14
C
MDCDENR
Are [fill: YOU_ANYMEM] enrolled in Medicaid?
1. Yes
2. No
14
C
MDCDCOV
14
C
STILLOTH
How many members of your CU are covered by Medicaid?
Are any members of your CU still covered by a plan other than
Medicare or Medicaid TRICARE, CHAMPUS, or military health
care?
<1>
[goto MDCDCOV]
<2, D,R> [If 8500.OTHPLAN is 1, goto
STILLOTH] [ELSE goto OTHPLAN]
<0-30> [If 8500.OTHPLAN is 1, goto
STILLOTH] [ELSE goto OTHPLAN]
<1,2, D,R> [goto S14C_END]
1. Yes
2. No
14
C
OTHPLAN
Are [fill: YOU_ANYMEM] covered by any plan other than Medicare
<1,2, D,R> [goto S14C_END]
or
Medicaid which provides free health care such as TRICARE,
CHAMPUS or
military health care?
1. Yes
14
C
IHD_STAT
***OUT VARIABLE***
<1-3>
Section #
Part
Variable Name
Question Text
Skip Instructions
15
A
S15A_INTRO
(Book) 33 - 35
<1> [goto MDB_ITEM]
Now I am going to ask you some questions about medical payments
and
reimbursements. I will begin with your payments.
By payments I mean any expenses paid by any members of your CU
directly to a medical provider by cash, check, credit card, or
automatically deducted from your
account for a medical service or item. Include all payments, even
those for persons who are
outside of your CU.
1. Enter 1 to Continue
15
A
MDB_ITEM
(Book) 33 - 35 ? [F1]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
made any payments for the following?
* Read each item on list
1. Eye examinations,
7. Lab tests or x-rays
16.
Rental of medical or surgical
treatment, or surgery
8. Care in convalescent or
equipment for general use
2. Purchase of eye glasses or
nursing homes
17.
Purchase of medical or surgical
contact lenses
9. Care for invalids, convalescents,
equipment for general use
3. Dental care
handicapped, or elderly persons
4. Hospital room or hospital
in the home
99. None/No more entries
services
10. Adult day care centers
5. Services by medical
Delete the line
professionals other
than physicians
6. Physician services
11. Other medical care and services 888.
12. Hearing aids
13. Prescription drugs
14. Rental of supportive or
convalescent equipment
15. Purchase of supportive or
convalescent equipment
<1-17> [goto MEDPDESC]
<99>
[goto S15A_END]
<888> [goto MDB_ITEM - next line of
grid] [If no more grid lines goto S15A_END]
Section #
Part
Variable Name
Question Text
Skip Instructions
15
A
H_S15A
Section 15 - MEDICAL AND HEALTH EXPENDITURES
[go back to where the F1 was
pressed]
EYE CARE
1 - EYE EXAMINATIONS, TREATMENT, OR SURGERY, such as eye examinations
eye treatments
laser surgery
2 - PURCHASE OF EYE GLASSES OR CONTACT LENSES, such as contact lenses
sunglasses
eye glasses
fittings
insurance
prescription
kits and equipment
warranty expenses
DENTAL CARE
3 - DENTAL CARE, such as bridges
examinations
canals
caps or crowns
fillings
rays
cleanings
orthodontic work
dentures
other dental services
teeth whitening in a dental office
root
X-
any
INPATIENT HOSPITAL CARE
4 - HOSPITAL ROOM OR HOSPITAL SERVICES, including all
services provided and billed by the
hospital, such as -meals
injections
recovery
room
intensive care unit
therapy
laboratory tests
treatment
room
anesthetics
rooms
blood transfusions
drugs and medicine
nursing services
X-rays
operating room
any other
services
examinations
oxygen
Section #
Part
Variable Name
Question Text
Skip Instructions
FROM FACILITIES SUCH AS
General care hospitals
Psychiatric hospitals
substance abuse hospitals and centers
birthing centers
SERVICES BY MEDICAL PROFESSIONALS OTHER THAN
PHYSICIANS
5 - ALL SERVICES BY MEDICAL PROFESSIONALS OTHER THAN
PHYSICIANS, such as acupuncturist
midwife
podiatrist
chiropractor
psychologist
homeopath
abuse professionals
marriage counselor
massage therapist (certified)
naturopath
nurse practitioners
substance
physical therapist
medical
PHYSICIAN SERVICES
6 - ALL SERVICES PROVIDED AND BILLED BY PHYSICIANS, such
as dermatologist
pediatrician
general practitioner
psychiatrist
gynecologist
surgeon plastic surgeon
internist
osteopath
urologist
any other type of physicians
OTHER MEDICAL CARE SERVICES
7 - LAB TESTS OR X-RAYS
blood tests
X-rays
other type of lab tests
Do not include services received in a hospital as an inpatient or
services for eye and dental care
8 - CARE IN CONVALESCENT OR NURSING HOME
Include all services provided and billed by a convalescent or nursing
Section #
Part
Variable Name
Question Text
Skip Instructions
home.
9 - CARE FOR INVALIDS, CONVALESCENTS, HANDICAPPED, OR
ELDERLY PERSONS IN THE HOME
Do not include institutional or medical care.
10 - ADULT DAY CARE CENTERS
11 - OTHER MEDICAL CARE, such as ambulance services
outpatient hospital care
blood donation
rescue services
emergency room services
If medical care is given in outpatient department or emergency
room, include allergy shots
injections
baby shots
physicians check up
blood pressure check
treatment
broken/sprained bones
cancer treatment
cardiogram
cardiology test
skin
hearing test
MEDICINE AND MEDICAL SUPPLIES
12 - PURCHASE OF HEARING AIDS
13 - PRESCRIPTION DRUGS
14 - RENTAL OF SUPPORTIVE OR CONVALESCENT MEDICAL
EQUIPMENT, such as ace bandages
crutches
walkers
braces
slings
wheelchairs
canes
cervical collars
splints
whirlpools
15 - PURCHASE OF SUPPORTIVE OR CONVALESCENT MEDICAL
EQUIPMENT, such as ace bandages
crutches
walkers
power
chair/scooter
braces
slings
wheelchairs
canes
splints
whirlpools
cervical collars
Section #
Part
Variable Name
Question Text
Skip Instructions
16 - RENTAL OF MEDICAL OR SURGICAL EQUIPMENT FOR
GENERAL USE, such as blood pressure kits
ice bags
therapeutic heat lamps
heating pads
sinus masks
vaporizers
hot water bottles
sun lamps
15
A
MEDPDESC
17 - PURCHASE OF MEDICAL OR SURGICAL EQUIPMENT FOR
GENERAL USE, such as blood pressure kits thermometers
sinus masks
sun lamps
ice bags
insulin needles
therapeutic
heat lamps
hot water bottles
syringes
ostomy
* Ask if not apparent
<30 characters>
[goto MEDPWHO]
Describe the care/service/item.
15
A
MEDPGFTC
* Ask if not apparent
<1, 2, D, R>
[goto MEDPMTMO]
[Fill: Was/wereWas] the [Fill: description] for a member of your CU
or someone outside of your CU?
1.CU member
2.Non-CU member
15
A
MEDPMTMO
In what month was(were) the payment(s) made?
[goto MEDPMTX]
[fill: * Enter 13 for same amount each month of the reference
period.]
15
A
MEDPMTX
[fill: What was the total amount paid [fill: in (word for
MEDPMTMO)?/?]/What is your monthly expense?]
<1-999999>
[goto MEDPCB_S]
[goto MEDPCB_S]
15
A
MEDPCB_S
* Enter 'C' for a combined expense
[goto MEDPCMB]
[goto MEDPMORE]
Section #
Part
Variable Name
Question Text
Skip Instructions
15
A
MEDPCMB
(Book) 33 - 35 ? [F1]
<1-17, 77>
[goto MEDPMORE]
What is [fill: description] combined with?
* Enter all that apply, separate with commas
1. Eye examinations, treatment, or surgery
2. Purchase of eye glasses or contact lenses
3. Dental care
4. Hospital room or hospital services
5. Services by medical professionals other than physicians
6. Physician services
7. Lab test or x-rays
8. Care in convalescent or nursing homes
9. Care for invalids, convalescents, handicapped, or elderly persons in
the home
10. Adult day care centers
11. Other medical care and services
12. Hearing aids
13. Prescription drugs
14. Rental of supportive or convalescent equipment
15. Purchase of supportive or convalescent equipment
16. Rental of medical or surgical equipment for general use
17. Purchase of medical or surgical equipment for general use
77. Misc. combined (unable to specify/DK)
15
A
MEDPMORE
Did [fill: YOU_ANYMEM] make any other payments for [fill:
description]?
<1, 2, D, R>
[goto MDB_ITEM, next
line on the grid]
1. Yes
15
B
S15B_INTRO
(Book) 33 - 35
Now I am going to ask you some questions about your
reimbursements.
By reimbursements I mean any money received for any members of
your
CU from an insurance company, medical care provider or non-CU
member for medical expenses which you previously paid or will pay.
Do not include reimbursements from a flexible spending account or
Medical Savings Account.
<1> [goto MDC_ITEM]
Section #
Part
Variable Name
Question Text
Skip Instructions
15
B
MDC_ITEM
(Book) 33 -35 ? [F1]
<1-17>
[goto MEDRDESC]
<99>
[goto S15B_END]
<888>
[goto MDC_ITEM - next
line of grid] [If no more grid lines goto
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
received any medical reimbursements?
* IF YES - What did you get reimbursed for?
1. Eye examinations,
7. Lab tests or x-rays
16.
Rental of medical or surgical
treatment, or surgery
8. Care in convalescent or
equipment for general use
2. Purchase of eye glasses or
nursing homes
17.
Purchase of medical or surgical
contact lenses
9. Care for invalids, convalescents,
equipment for general use
3. Dental care
handicapped, or elderly persons
4. Hospital room or hospital
in the home
99. None/No more entries
services
10. Adult day care centers
5. Services by medical
Delete the line
professionals other
than physicians
6. Physician services
15
B
MEDRDESC
11. Other medical care and services 888.
12. Hearing aids
13. Prescription drugs
14. Rental of supportive or
convalescent equipment
15. Purchase of supportive or
convalescent equipment
* Ask if not apparent
<30 characters>
[goto MEDGFTC]
Describe the care/service/item.
15
B
MEDRGFTC
* Ask if not apparent
<1,2,D,R>
[goto MEDRMBMO]
Was the [Fill: description] for? ? a member of your CU or someone
outside of your CU?
1. CU member
2. Non-CU member
15
B
MEDRMBMO
In what month was (were) the reimbursement(s) received?
[goto MEDRMBX]
Section #
Part
Variable Name
Question Text
Skip Instructions
15
B
MEDRMBX
What was the total amount received [fill: in (word for MEDRMBMO)]?
<1-999999, D, R>
15
B
MEDRCB_S
* Enter 'C' for a combined reimbursement
[goto MEDRCMB]
[goto MEDRMORE]
15
B
MEDRCMB
(Book) 33-35 ? [F1]
<1-17, 77>
[goto MEDRMORE]
<1,2,D,R>
of grid]
[goto MDC_ITEM, next line
[goto MEDRCB_S]
What other medical reimbursement is [fill: description] combined with?
* Enter all that apply, separate with commas
1. Eye examinations, treatment, or surgery
2. Purchase of eye glasses or contact lenses
3. Dental care
4. Hospital room or hospital services
5. Services by medical professionals other than physicians
6. Physician services
7. Lab test or x-rays
8. Care in convalescent or nursing homes
9. Care for invalids, convalescents, handicapped, or elderly persons at
home
10. Adult day care centers
11. Other medical care and services
12. Hearing aids
13. Prescription drugs
14 Rental of supportive or convalescent equipment
15. Purchase of supportive or convalescent equipment
16. Rental of medical or surgical equipment for general use
17. Purchase of medical or surgical equipment for general use
77. Misc. combined (unable to specify/DK)
15
B
MEDRMORE
Did [fill: YOU_ANYMEM] receive any other reimbursements for [fill:
description]?
1. Yes
2. No
16
-
EDA_INTRO
(Book) 36
Now I am going to ask about education expenses. Please
include any direct payments made for any members of your
CU or for anyone outside your CU and any payments you
made online or had automatically deducted.
1. Enter 1 to Continue
<1>
[goto EDA_ITEM]
Section #
Part
Variable Name
Question Text
Skip Instructions
16
-
EDA_ITEM
(Book) 36 ? [F1]
<1-9>
[goto EDUDESC]
<95>
[goto next row]
<99>
[goto S16_END]
<888>
[goto EDA_ITEM - next line
of grid] [If no more grid lines goto
SCREEN 1 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - --------------Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
paid for* Read each item on list.
* Baby sitting and in home day care are collected in Section 19A.
1. Any recreational lessons or other instructions?
2. Nursery school or child day care centers?
95. Continue list
888. Delete the line
SCREEN 2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - --------------Have [fill: YOU_ANYMEM] paid for [fill: any/other] school related
expenses?
* IF YES- Read each item on list
Did you pay for -
3. Tuition?
4. Housing while attending school?
5. Food or board while attending school?
6. Private school bus service?
7. Test preparation or tutoring services?
8. Purchase of any school books, supplies, or
equipment which has not already been reported?
9. Other school related expenses not already reported?
99. None/No more entries
888. Delete the line
Section #
Part
Variable Name
Question Text
Skip Instructions
16
-
H_S16
Section 16 - EDUCATIONAL EXPENSES
[go back to where the F1 was
pressed]
1 - RECREATIONAL LESSONS OR OTHER INSTRUCTIONS, including
cooking
music
skiing
dancing
needlepoint
skydiving
driving
paining
swimming
driving lessons
photography
tennis
golf
other recreational lessons
horse riding
defense
instructional day camps
sailing
all
sewing
self
2 - NURSERY SCHOOL OR CHILD DAY CARE CENTERS, including
noninstructional day camps
3 - TUITION
adult education
seminary
business school
technical school
college or university
vocational school
elementary school
middle/junior high school
high school
parochial school
preparatory school
secretarial school
Include only those expenses paid directly to the school or to other
educational facility.
4 - HOUSING WHILE ATTENDING SCHOOL, including
housing for married students
student dormitory
fraternity
sorority
include only those expenses paid directly to the school or to other
educational facility.
5 - FOOD OR BOARD WHILE ATTENDING SCHOOL
include only those expenses paid directly to the school or to other
educational facility.
6 - PRIVATE SCHOOL BUS
7 - TEST PREPARATION OR TUTORING SERVICES
Section #
Part
Variable Name
Question Text
Skip Instructions
8 - PURCHASE OF ANY SCHOOL BOOKS, SUPPLIES, OR
EQUIPMENT, WHICH HAS NOT
ALREADY BEEN REPORTED, including art supplies
laboratory equipment
technical books
cap and gown
microscopes
text books
drafting equipment
slide rule
9 - OTHER SCHOOL RELATED EXPENSES NOT ALREADY
REPORTED,
including the rental of any school books or expenses
administration fees
rental of school equipment
athletic fees
student union fees
cap and gown rentals
transportation fees
laboratory fees
laundry fees
matriculation fees
16
-
EDUDESC
What was the expense for?
<30 characters>
16
-
EDUCGFTC
Was this expense for?
<1, 2, D, R>
[goto EDUCGFTC]
[goto EDSCHL_A]
1. Someone inside the CU?
2. Someone outside the CU?
16
-
EDSCHL_A
* Ask if not apparent.
<1-6, D, R> [goto EDMONTHA]
What kind of school or facility was it?
1. College or university
2. Elementary through high school
3. Child day care center
4. Nursery school or preschool
5. Vocational or technical school
6. Other
16
-
EDMONTHA
In what month was the payment made?
* Enter 13 for same amount each month of the reference perioda
continuous expense
13. Same amount each month.
[goto EDEXOXA]
Section #
Part
Variable Name
Question Text
Skip Instructions
16
-
EDEXOXA
[fill: How much was paid?/How much is paid monthly?]
<1-999999, D, R> [goto EDUCMB_S]
16
-
EDUCMB_S
16
-
EDUCMB
* Enter 'C' for a combined expense
(Book) 36 ? [F1]
[goto EDUCMB]
[goto EDREIMB]
<1-9, 77> [goto EDREIMB]
What was combined with [fill: description]?
* Enter all that apply, separate with commas
1. Recreational lessons or other instructions
2. Nursery school or child day care centers
3. Tuition
4. Housing while attending school
5. Food or board while attending school
6. Private school bus service
7. Test preparation or tutoring services
8. Purchase of any school books, supplies, or equipment which has
not already been reported
9. Other school related expenses not already reported
77. Misc. combined (unable to specify/DK)
16
-
EDREIMB
Has any of this amount been or will any of it be reimbursed
by an employer, agency, or other person?
<1>
[goto EDREIMBX]
<2, D, R> [goto EDUMORE]
1. Yes
2. No
16
-
EDREIMBX
How much was or will be reimbursed?
<1-999999, D, R>
[goto EDUMORE]
16
-
EDUMORE
Did you make any other payments for [fill: description]?
<1, 2, D, R> [goto EDA_ITEM, next line
of grid]
1. Yes
2. No
17
A
SUB_INTRO
(Book) 37
Now I am going to ask you about expenses for subscriptions,
memberships, books,
and entertainment. Please remember to include any payments you made
online or had automatically deducted.
1. Enter 1 to Continue
<1> [goto SUB_ITEM]
Section #
Part
Variable Name
Question Text
Skip Instructions
17
A
SUB_ITEM
(Book) 37 ? [F1]
<1-13> [goto SUBDESC]
<95>
[goto next row]
<99>
[goto S17A_END]
<888>
[goto SUB_ITEM - next line of
grid] [If no more grid lines goto S17A_END]
SCREEN 1 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -----------------------Since the first of [fill: REF_MONTH] have [fill: YOU_ANYMEM]
purchased any of the
following items for your CU or for someone outside your CU?
* Read each item on list.
1. Subscriptions to newspapers, magazines or periodicals. Include
online subscriptions
2. Books purchased from a book club
3. Season tickets to theater, concert series, opera, other musical
series, or amusement parks
4. Season tickets to sporting events
5. Encyclopedias or other sets of reference books
95. Continue list
888. Delete the line
SCREEN 2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -----------------------Have [fill: YOU_ANYMEM] had any membership costs or other
expenses related to any
of the following?
Do not include contributions to or membership in religious,
professional, business, or other tax
deductible organizations.
* Read each item on list.
6. Golf courses, country clubs, and other social organizations
7. Health clubs, fitness centers, swimming pools, weight loss
centers, or other sports and recreational organizations
8. Vacation clubs
9. Civic, service, or fraternal organizations
10. Credit card membership fees
11. Shopping club memberships such as COSTCO and Sam's
12. Services that use Global Positioning System or GPS, such as
OnStar, not already reported
13. Direct or online dating services
99. None/No more entries
888. Delete the line
Section #
Part
Variable Name
Question Text
Skip Instructions
17
A
H_S17A
Section 17 SUBSCRIPTIONS, MEMBERSHIPS, BOOKS, AND
ENTERTAINMENT EXPENSES
[goto SUB_ITEM]
Part A - SUBSCRIPTIONS AND MEMBERSHIPS
1 - Subscription to newspapers, magazines or periodicals, including
online subscriptions
2 - Books purchased from a book club
3 - Season tickets to theater, concert series, opera, other musical
series, or amusement parks
4 - Season tickets to sporting events
5 - Encyclopedias or other sets of reference books
6 - Golf courses, country clubs, and other social organizations
7 - Health clubs, fitness centers, swimming pools, weight loss centers,
or other
sports and recreational organizations
8 - Civic, service, or fraternal organization
9 - Credit card membership fees
10 - Shopping club memberships such as COSTCO and Sam's
11 - Global positioning services, or GPS, such as Onstar
12 - Direct or on-line dating services
17
A
SUBDESC
What is the name of the [fill: description]?
<30 characters> [goto S17GFTCA]
17
A
S17GFTCA
Was this purchase for your CU or someone outside your CU?
<1, 2, D, R>
[goto S17PURXA]
1. For CU
2. For someone outside your CU
17
A
S17PURXA
What was the total cost since the first of [fill: REF_MONTH]?
<1-999999, D, R>
[goto S17CMEXX]
[fill: (Include shipping and handling fees.) ]
Section #
Part
Variable Name
Question Text
Skip Instructions
17
A
S17CMEXX
How much of the total amount was paid this month?
<0-999999, D, R>
17
A
S17AOTHR
Did you [fill: purchase/pay for] any other [fill: description]?
<1, 2, D, R>
of grid]
[goto SUB_ITEM, next line
<1>
<2, D ,R>
[goto S17BE]
[goto SPORTADM]
[goto S17AOTHR]
1. Yes
2. No
17
B
SPORTFEE
(Book) 38 ? [F1]
Since the first of [fill: REF_MONTH] have [fill: YOU_ANYMEM]. . .
Paid any fees for participating in sports such as golf, bowling, biking,
hockey, football, or swimming?
1. Yes
2. No
17
B
SPORTADM
(Book) 38 ? [F1]
<1>
<2, D, R>
[goto S17BE]
[goto RECADMIT]
<1>
<2, D, R>
[goto S17BE]
[goto ENTADMIT]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]. . .
Paid any single admission to spectator sports such as football, baseball,
hockey, racing, or track events?
* Include ticket/admission service fees and surcharges.
17
B
RECADMIT
1. Yes
2. No
(Book) 38 ? [F1]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]. . .
Paid any single admissions to performances such as movies, plays,
operas, or concerts?
* Include ticket/admission service fees and surcharges.
1. Yes
2. No
Section #
Part
Variable Name
Question Text
Skip Instructions
17
B
ENTADMIT
(Book) 38 ? (F1)
<1>
<2,D,R>
[goto S17BE]
[goto OTHEBKRF]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]. . .
Paid any single admission to other entertainment activities such as
museums, amusement parks,
zoos, or state parks?
* Include ticket/admission service fees and surcharges.
17
B
OTHRBKRF
1. Yes
2. No
(Book) 38 ? [F1]
<1>
<2, D, R>
[goto S17BE]
[goto NEWSMAG]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] . . .
Bought any books, including paperbacks and reference books, which were
not purchased through a book club? Do not include school books.
17
B
NEWSMAG
1. Yes
2. No
(Book) 38 ? [F1]
<1>
[goto S17BE]
<2, D, R> [go to RECORDYN]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] . . .
Purchased single copies of newspapers, magazines, or periodicals (nonsubscription)?
17
B
RECORDYN
1. Yes
2. No
(Book) 38 ? [F1]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] . . .
Purchased any CDs, audio tapes, or records?
* Report blank CDs or audio tapes in Section 6B under precode 29.
1. Yes
2. No
<1>
<2, D, R>
[goto S17BE]
[goto FILM]
Section #
Part
Variable Name
Question Text
Skip Instructions
17
B
FILM
(Book) 38 ? [F1]
<1>
<2, D, R>
[goto S17BE]
[goto FILMPRCS]
<1>
<2, D, R>
[goto S17BE]
[goto VIDEOPUR]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] . . .
Purchased any photographic film?
17
B
FILMPRCS
1. Yes
2. No
(Book) 38 ? [F1]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] . . .
Paid for film processing or the printing of digital photographs?
17
B
VIDEOPUR
1. Yes
2. No
(Book) 38 ? [F1]
<1>
<2, D ,R>
[goto S17BE]
[goto VIDEORNT]
<1>
<2, D, R>
[goto S17BE]
[goto S17B_END]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]. . .
Purchased any video tapes or DVD's?
* Report blank video tapes or blank DVDs in Section 6B under item
code 29.
17
B
VIDEORNT
1. Yes
2. No
(Book) 38 ? [F1]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]. . .
Rented any video tapes or DVD's?
1. Yes
2. No
Section #
Part
Variable Name
Question Text
Skip Instructions
17
B
H_S17B
Section 17 - SUBSCRIPTIONS, MEMBERSHIPS, BOOKS, AND
ENTERTAINMENT
[go back to appropriate item]
Part B - BOOKS AND ENTERTAINMENT EXPENSES
- Fees for participating in sports, including tennis
golf bowling swimming
billiards
- Single admissions to spectator sposts, including football
baseball
hockey
soccer
auto racing
basketball
- Single admission to performances, including concerts
movies
plays
operas
- Single admission to other entertainment activities, including museums
amusement parks
zoos
state parks
historic sites
- Books not purchased through book clubs, including paperbacks hardcover audio
digital books
Exclude reference books or school books
- Single copies of newpapers, magazines, periodicals (nonsubscription)
- Compact discs, audio tapes, or records
Do not include blank CDs or blank audio tapes.
- Photographic film, including disposable cameras
- Photo processing
digital photo processing
video film processing
- Purchase of video tapes or DVDs
Do not include blank DVDs or blank audio tapes.
- Rental of video tapes or DVDs including mail delivery DVD rentals
17
B
S17BE
What was the total expense?
<1-99999>
[ goto S17BCM]
[goto next appropriate
screener]
Section #
Part
Variable Name
Question Text
Skip Instructions
17
B
S17BCM
How much of the total amount was spent this month?
<0-99999, D, R>
screener]
18
A
ANYOUTSD
Now I’m going to ask about trips and vacations.
[goto next appropriate
<1>
[goto NUMOUTSD]
<2, D, R> [goto CHKUNTRP]
Since the first of [fill: REF_MONTH] have [fill: YOU_ANYMEM]
taken any trips entirely
paid for by anyone outside your CU, such as a business, employer, or
relative?
1. Yes
2.. No
18
A
NUMOUTSD
18
A
ANYYUPD
How many?
Even on trips entirely paid for by someone outside of your CU there
are sometimes
miscellaneous expenses which are not paid for. Did [fill:
YOU_YRCU] have any expenses
on [fill: this trip/these trips] that will not be covered by a business,
employer or other non-CU
member?
<1-16, D, R> [goto ANYYUPD]
<1>
[goto FOODYUPD]
<2, D, R> [goto CHKUNTRP]
1. Yes
2. No
18
A
FOODYUPD
<1, 2, D, R> [goto LODGYUPD]
Did these expenses include anything for...
... Food and beverages?
1 Yes
2 No
18
A
LODGYUPD
<1, 2, D, R> [goto TRANYUPD]
Did these expenses include anything for...
... Lodging?
1 Yes
2 No
Section #
Part
Variable Name
18
A
TRANYUPD
Question Text
Skip Instructions
<1, 2, D, R> [goto ELSEYUPD]
Did these expenses include anything for...
... Transportation?
1 Yes
2 No
18
A
ELSEYUPD
Did these expenses include ...
<1>
<2, D, R>
[goto S18AELSE]
[goto TOTYUPDX]
... Anything else?
1 Yes
2 No
18
A
S18AELSE
<30 characters> [goto TOTYUPDX]
* Specify:
18
A
TOTYUPDX
18
A
ENDTRP1
What was the total amount of these expenses?
[Fill: Last interview you reported [fill 8500.S18ACOUN] [fill
trip/trips] which had not yet ended.
I’d like to ask about [fill that trip/those trips] now. ]
<1-99999999, D, R> [goto CHKUNTRP]
<0>
[goto next line on grid; if grid is complete,
goto ANYTRIPS]
[goto ANYBOTH1]
In what month did your trip to [fill place word for 8500.TRIPPLAC]
end?
0. Trip not ended
18
A
ANYBOTH1
Did a business, employer, or any other non-CU member pay any of
the costs for this trip?
1 Yes
2 No
<1, 2, D, R>
of grid]
[goto ENDTRP1, next line
[After the grid is complete,
goto ANYTRIPS]
Section #
Part
Variable Name
18
A
ANYTRIPS
Question Text
(Book) 39 ? [F1]
Skip Instructions
<1>
<2, D, R>
[goto TRPPLACE]
[goto S18A_END]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
taken [fill: any trips/any other trips] for reasons such as:
* Visiting relatives or friends?
* Business?
* Recreational trips?
* Other trips overnight or longer?
* Day trips of at least 75 miles away from home?
1 Yes
2 No
18
A
H_ANYTRIPS
Part A - TYPES OF TRIPS
[go back to ANYTRIPS OR
S18MORE]
1 - Visit friends or relatives
2 - Business trips
3 - Recreational trips, such as Club or organizational meetings, Outdoor recreation,
Sightseeing, Sports events
4 - Any other trips that occur overnight or longer
5 - Any day trips at least 75 miles away
18
A
TRIPPLAC
Where did [fill: YOU_YRCU] go?
<30 characters> [goto DESTCODE]
<888>
[goto S18MORE]
* Enter 888 to delete the trip
18
A
DESTCODE
? [F1]
* Type state abbreviation for a U.S. destination or X for foreign
country destination
<2 characters state abbreviation, D,R>
[goto ENDTRP2]
[goto FOREIGN]
Section #
Part
Variable Name
Question Text
Skip Instructions
18
A
FOREIGN
* Select the country or region.
<1-11, D, R> [goto ENDTRP2]
1
2
3
4
5
6
7
8
9
10
11
18
A
Africa
Asia
Australia
Canada
Caribbean
Central America
Europe
Mexico
Middle East
South America
South Pacific
ENDTRP2
In what month did this trip end?
0. Trip not ended
18
A
MORTHONE
Did you take more than one trip to [fill: TRIPPLAC]
in [fill: month word for ENDTRP2]?
<0>
[goto S18MORE]
[If
INTNMBR = 1 goto S18MORE] [goto
MORTHONE]
<1>
[goto NUMTRIPS]
<2, D, R> [goto ANYBOTH2]
1 Yes
2 No
18
A
NUMTRIPS
18
A
ANYBOTH2
How many times did you go to [fill: TRIPPLAC]
in [fill month word for ENDTRP2]?
<2-16, D, R> [goto ANYBOTH2]
<1, 2, D, R> [goto S18MORE]
Were any of the expenses for [fill: this trip/these trips] paid for
by anyone outside of your CU?
1 Yes
2 No
Section #
Part
Variable Name
Question Text
Skip Instructions
18
A
S18MORE
(Book) 39 ? [F1]
<1>
[goto TRIPPLAC, next line on
the grid]]
<2, D, R> [goto S18A_END]
Since the first of [fill: REF_MONTH], have you taken any other trips
for reasons such as:
* Visiting relatives or friends?
* Business?
* Recreational trips?
* Other trips overnight or longer?
* Day trips of at least 75 miles away from home?
1 Yes
2 No
18
BC
NUMNIGHT
[fill: Now I'm going to ask you about the [fill: trip/trips] that [fill:
YOU_YRCU] took to
[fill: TRPPLACE] ending in [fill: month word for ENDTRP1 or
ENDTRP2]/
<0-800, D, R>
<888>
[goto PKGTRIP]
[goto S18BC_END]
<1>
<2, D, R>
[goto FOODDEAL]
[goto TRPTRNS]
You told me that someone outside your CU paid for part of the
[fill: trip/trips]
[fill: YOU_YRCU] took to [fill: TRPPLACE]. In the next
questions, I'm interested
only in the costs [fill: YOU_YRCU] had to pay, not those paid
by someone else. ]
[fil: Since [fill: YOU_YRCU] took a set of similar trips to [fill:
TRPPLACE] in [fill: ENDTRP2 month
word], I will ask about them as a group. Please give the total of all
these trips for each of the
following questions.
How many nights did [fill: YOU_ANYMEM] spend away from home
on [fill: this trip/these trips] ?
* Enter 0 for none
Enter 888 to delete this trip
18
BC
PKGTRIP
[fill: Sometimes when people take a trip they have some sort of package
deal that covers some or all of the costs.]
Was all or part of [fill: this trip/these trips] covered by a package deal?
1. Yes
2. No
Section #
Part
Variable Name
Question Text
Skip Instructions
18
BC
FOODDEAL
Did the package deal include . . .
<1, 2, D, R>
[goto LODGDEAL]
. . . Food and beverages?
1. Yes
2. No
18
BC
LODGDEAL
Did the package deal include . . .
<1, 2, D, R>
[goto
<1, 2, D, R>
[goto
. . . Lodging?
1. Yes
2. No
18
BC
TRANDEAL
Did the package deal include . . .
. . . Transportation?
1. Yes
2. No
18
BC
ELSEDEAL
Did the package deal include . . .
<1>
<2, D, R>
[goto S18BELSE]
[goto PKGTRIPX]
. . . Anything else?
1. Yes
2. No
18
BC
S18BELSE
* Specify:
<30 characters>
18
BC
PKGTRIPX
How much did [fill: YOU_YRCU] pay for the package deal?
<1-999999, D, R>
[goto
[goto
Section #
Part
Variable Name
Question Text
Skip Instructions
18
BC
TRPTRNS
(Book) 39 ? [F1]
<1-15>
CMLOCALX]
Starting at the beginning of this trip, please tell me all the kinds of
transportation [fill: YOU_ANYMEM] used from the time you (they) left
home to the time you (they) got back home.
[if 1 is selected, goto
[if 2 is selected, goto
CMPLANEX]
[if 3 is selected, goto
CMTRAINX]
* Enter all that apply, separate with commas
[if 4 is selected, goto
CMBUSX]
1. Local (taxi, etc.)
7. Truck, van (Rented)
Automobile or other vehicles privately
13.
owned or
leased by CU
2. Airplane
8. Motorcycle, moped (Rented)
3. Train
9. Private plane (Rented)
14. Vehicle
owned by someone else (Private)
4. Bus
10. Boat, trailer (Rented)
15. Other
transport (Private)
5. Ship
11. Camper (Rented)
6. Automobile (Rented) 12. Other vehicles (Rented)
[if 5 is selected, goto
CMSHIPX]
[if 6 is selected, goto
RTCARX]
[if 7 is selected, goto
RTTRUCKX]
[if 8 is selected, goto
RTMOPEDX]
[if 9 is selected, goto
RTPLANEX]
[if 10 is selected, goto
RTBOATX]
[if 11 is selected, goto
RTCAMPX]
[if 12 is selected, goto
RTOTHERX]
[if 13-15 is selected, goto
ANYGAS]
[goto LODGING]
Section #
Part
Variable Name
18
BC
H_TRPTRNS
Question Text
TYPES OF TRANSPORTATION
(COMMERCIAL)
1 - local (taxi, etc.)
2 - airplane
3 - train
4 - bus
5 - ship
(RENTED)
6 - automobile
7 - truck, van
8 - motorcycle, moped
9 - private plane
10 - boat, trailer
11 - camper
12 - other vehicles
(PRIVATE)
13- automobile owned or leased by CU
14- vehicle owned by someone else
15- other transport
Skip Instructions
Section #
Part
Variable Name
Question Text
Skip Instructions
18
BC
CMLOCALX
How much did [fill: YOU_ANYMEM] spend for local transportation
(taxi, etc.) [fill: other than what the package deal covered]?
<0-999999,D,R>
[if 2 is selected in
TRPTRNS, goto CMPLANEX]
[if 3 is selected in
TRPTRNS, goto CMTRAINX]
[if 4 is selected in
TRPTRNS, goto CMBUSX]
[if 5 is selected in
TRPTRNS, goto CMSHIPX]
[if 6 is selected in
TRPTRNS, goto RTCARX]
[if 7 is selected in
TRPTRNS, goto RTTRUCKX]
[if 8 is selected in
TRPTRNS, goto RTMOPEDX]
[if 9 is selected in
TRPTRNS, goto RTPLANEX]
[if 10 is selected in
TRPTRNS, goto RTBOATX]
[if 11 is selected in
TRPTRNS, goto RTCAMPX]
[if 12 is selected in
TRPTRNS, goto RTOTHERX]
[if 13-15 are
selected in TRPTRNS, goto ANYGAS]
[else, goto
LODGING]
Section #
Part
Variable Name
Question Text
Skip Instructions
18
BC
CMPLANEX
How much did [fill: YOU_ANYMEM] spend for airfare [fill: other than
what the package deal covered]?
<0-999999,D,R>
[if 3 is selected in
TRPTRNS, goto CMTRAINX]
[if 4 is selected in
TRPTRNS, goto CMBUSX]
[if 5 is selected in
TRPTRNS, goto CMSHIPX]
[if 6 is selected in
TRPTRNS, goto RTCARX]
[if 7 is selected in
TRPTRNS, goto RTTRUCKX]
[if 8 is selected in
TRPTRNS, goto RTMOPEDX]
[if 9 is selected in
TRPTRNS, goto RTPLANEX]
[if 10 is selected in
TRPTRNS, goto RTBOATX]
[if 11 is selected in
TRPTRNS, goto RTCAMPX]
[if 12 is selected in
TRPTRNS, goto RTOTHERX]
[if 13-15 are
selected in TRPTRNS, goto ANYGAS]
[else, goto
LODGING]
Section #
Part
Variable Name
Question Text
Skip Instructions
18
BC
CMTRAINX
How much did [fill: YOU_ANYMEM] spend for train fare [fill: other
than what the package deal covered]?
<0-999999,D,R>
[if 4 is selected in
TRPTRNS, goto CMBUSX]
[if 5 is selected in
TRPTRNS, goto CMSHIPX]
[if 6 is selected in
TRPTRNS, goto RTCARX]
[if 7 is selected in
TRPTRNS, goto RTTRUCKX]
[if 8 is selected in
TRPTRNS, goto RTMOPEDX]
[if 9 is selected in
TRPTRNS, goto RTPLANEX]
[if 10 is selected in
TRPTRNS, goto RTBOATX]
[if 11 is selected in
TRPTRNS, goto RTCAMPX]
[if 12 is selected in
TRPTRNS, goto RTOTHERX]
[if 13-15 are
selected in TRPTRNS, goto ANYGAS]
[else, goto
LODGING]
18
BC
CMBUSX
How much did [fill: YOU_ANYMEM] spend for bus fare [fill: other than
what the package deal covered]?
<0-999999,D,R>
[if 5 is selected in
TRPTRNS, goto CMSHIPX]
[if 6 is selected in
TRPTRNS, goto RTCARX]
[if 7 is selected in
TRPTRNS, goto RTTRUCKX]
[if 8 is selected in
TRPTRNS, goto RTMOPEDX]
[if 9 is selected in
TRPTRNS, goto RTPLANEX]
[if 10 is selected in
TRPTRNS, goto RTBOATX]
[if 11 is selected in
TRPTRNS, goto RTCAMPX]
[if 12 is selected in
TRPTRNS, goto RTOTHERX]
[if 13-15 are
selected in TRPTRNS, goto ANYGAS]
[else, goto
LODGING]
Section #
Part
Variable Name
Question Text
Skip Instructions
18
BC
CMSHIPX
How much did [fill: YOU_ANYMEM] spend for ship fare [fill: other
than what the package deal covered]?
<0-999999,D,R>
[if 6 is selected in
TRPTRNS, goto RTCARX]
[if 7 is selected in
TRPTRNS, goto RTTRUCKX]
[if 8 is selected in
TRPTRNS, goto RTMOPEDX]
[if 9 is selected in
TRPTRNS, goto RTPLANEX]
[if 10 is selected in
TRPTRNS, goto RTBOATX]
[if 11 is selected in
TRPTRNS, goto RTCAMPX]
[if 12 is selected in
TRPTRNS, goto RTOTHERX]
[if 13-15 are
selected in TRPTRNS, goto ANYGAS]
[else, goto
LODGING]
18
BC
RTCARX
How much did [fill: YOU_ANYMEM] spend for rented automobiles, not
including gas [fill: YOU_ANYMEM] bought [fill:other than what the
package deal covered]?
<0-999999,D,R>
[if 7 is selected in
TRPTRNS, goto RTTRUCKX]
[if 8 is selected in
TRPTRNS, goto RTMOPEDX]
[if 9 is selected in
TRPTRNS, goto RTPLANEX]
[if 10 is selected in
TRPTRNS, goto RTBOATX]
[if 11 is selected in
TRPTRNS, goto RTCAMPX]
[if 12 is selected in
TRPTRNS, goto RTOTHERX]
[if 13-15 are
selected in TRPTRNS, goto ANYGAS]
[else, goto
ANYGAS]
Section #
Part
Variable Name
Question Text
Skip Instructions
18
BC
RTTRUCKX
How much did [fill: YOU_ANYMEM] spend for rented trucks or vans,
not including gas [fill: YOU_ANYMEM] bought [fill: other than what
the package deal covered]?
18
BC
RTMOPEDX
How much did [fill: YOU_ANYMEM] spend for rented motorcycles or
mopeds, not including gas [fill: YOU_ANYMEM] bought [fill: other than
what the package deal covered]?
18
BC
RTPLANEX
How much did [fill: YOU_ANYMEM] spend for rented private planes,
not including gas [fill: YOU_ANYMEM] bought [fill: other than what
the package deal covered]?
<0-999999,D,R>
[if 8 is selected in
TRPTRNS, goto RTMOPEDX]
[if 9 is selected in
TRPTRNS, goto RTPLANEX]
[if 10 is selected in
TRPTRNS, goto RTBOATX]
[if 11 is selected in
TRPTRNS, goto RTCAMPX]
[if 12 is selected in
TRPTRNS, goto RTOTHERX]
[if 13-15 are
selected in TRPTRNS, goto ANYGAS]
[else, goto
ANYGAS]
<0-999999,D,R>
[if 9 is selected in
TRPTRNS, goto RTPLANEX]
[if 10 is selected in
TRPTRNS, goto RTBOATX]
[if 11 is selected in
TRPTRNS, goto RTCAMPX]
[if 12 is selected in
TRPTRNS, goto RTOTHERX]
[else, goto
ANYGAS]
<0-999999,D,R>
[if 10 is selected
in TRPTRNS, goto RTBOATX]
[if 11 is selected in
TRPTRNS, goto RTCAMPX]
[if 12 is selected in
TRPTRNS, goto RTOTHERX]
[else, goto
18
BC
RTBOATX
How much did [fill: YOU_ANYMEM] spend for rented boats or trailers,
not including gas [fill: YOU_ANYMEM] bought [fill:other than what the
package deal covered]?
<0-999999,D,R>
[if 11 is selected
in TRPTRNS, goto RTCAMPX]
[if 12 is selected in
TRPTRNS, goto RTOTHERX]
[else, goto
18
BC
RTCAMPX
How much did [fill: YOU_ANYMEM] spend for rented campers, not
including gas [fill: YOU_ANYMEM] bought [fill: other than what the
package deal covered]?
<0-999999,D,R>
[if 12 is selected
in TRPTRNS, goto RTOTHERX]
[else, goto
18
BC
RTOTHERX
How much did [fill: YOU_ANYMEM] spend for other rented vehicle
transportation, not including gas [fill: YOU_ANYMEM] bought [fill:
other than what the package deal covered]?
<0-999999,D,R>
[goto ANYGAS]
Section #
Part
Variable Name
Question Text
Skip Instructions
18
BC
ANYGAS
While on the trip did [fill:YOU_ANYMEM] stop to buy any gasoline,
diesel fuel, or any other fuels?
<1>
<2,D,R>
[goto GASOILX]
[goto ANYTOLL]
1. Yes
2. No
18
BC
GASOILX
[Fill How much did [fill: YOU_ANYMEM] spend for that?/
What costs for gasoline or other fuels won't be reimbursed?]
<0-999999, D, R>
18
BC
ANYTOLL
While on the trip, did [fill: YOU_ANYMEM] spend anything for tolls,
not already reported?
<1>
<2,D,R>
[goto
[goto TRPTOLLX]
[goto ANYPARK]
1. Yes
2. No
18
BC
TRPTOLLX
[fill: How much did [fill: YOU_ANYMEM] spend for tolls?/
What costs for tolls won't be reimbursed?]
<0-999999, D, R>
ANYPARK]
18
BC
ANYPARK
Did [fill: YOU_ANYMEM] have any parking fees?
<1>
<2,D,R>
[goto
[goto PARKINGX]
[ goto LODGING]
1. Yes
2. No
18
BC
PARKINGX
[fill: How much were they?/
What costs for parking fees won't be reimbursed?]
<0-99999999,D,R>
LODGING]
18
BC
LODGING
Did [fill: YOU_ANYMEM] spend anything for hotels, motels, cottages,
trailer camps, or other lodging [fill: not counting what the package deal
covered]?[fill: Do not include expenses previously reported for vacation
clubs.]
<1>
<2,D,R>
[goto
[goto LDGCOSTX]
[goto TRPFOOD]
1. Yes
2. No
18
BC
LDGCOSTX
fill: What was the cost, including taxes and tips?/
What costs for lodging, including taxes and tips, won't be
<0-99999999,D,R>
TRPFOOD]
18
BC
TRPFOOD
Did [fill: YOU_ANYMEM] spend anything for meals, snacks, or drinks
at restaurants, bars, or fast food places [fill: not counting what the
package deal covered]?
<1>
<2,D,R>
[goto
[goto TRPFOODX]
[goto ANYGROC]
1. Yes
2. No
18
BC
TRPFOODX
[fill: What was the cost, including taxes and tips?/
What costs for these things won't be reimbursed?]
<0-999999,D,R>
TRPALCIN]
[goto
Section #
Part
Variable Name
Question Text
Skip Instructions
18
BC
TRPALCIN
Was any of the [fill: $TRPFOODX/amount] for alcoholic beverages?
<1>
<2,D,R>
[goto TRPALCHX]
[goto ANYGROC]
1. Yes
2. No
18
BC
TRPALCHX
[fill: What was the cost for alcoholic beverages, including taxes and tips?
/
What costs for alcoholic beverages, including taxes and tips, won't be
<0-999999,D,R>
ANYGROC]
18
BC
ANYGROC
Did [fill: YOU_ANYMEM] spend anything for food or beverages at
grocery stores, convenience stores, or liquor stores on this trip?
<1>
<2,D,R>
[goto
[goto TRPGROCX]
[goto ANYSPEQP]
1. Yes
2. No
18
BC
TRPGROCX
[fill: What were the expenses, including taxes? /
What costs, including taxes, won't be reimbursed?]
<0-99999999,D,R>
18
BC
ANYALC
Was any of the [fill: $TRPGROCX/amount] for alcoholic beverages?
<1>
<2,D,R>
[goto
[goto TRPALCGX]
[goto ANYSPEQP]
1. Yes
2. No
18
BC
TRPALCGX
[fill: What was the cost for alcoholic beverages, including taxes? /
What costs for alcoholic beverages, including taxes, won't be
reimbursed? ]
<0-99999999,D,R>
ANYSPEQP]
18
BC
ANYSPEQP
(Book) 40 ? [F1]
<1>
<2,D,R>
[goto
[goto TRPSPRTX]
[goto ANYSPORT]
Did [fill: YOU_ANYMEM] have any expenses for rental of sports
equipment [fill: not counting what the package deal covered]?
1. Yes
2. No
18
BC
H_ANYSPEQP
RENTAL OF SPORTS EQUIPMENT
Golf clubs
Skis/snowboards
Fishing equipment
Boat
Scuba/snorkeling equipment
Other sports equipment
18
BC
TRPSPRTX
[fill : How much did [fill: YOU_ANYMEM] pay to rent sports
equipment? /
<0-99999999,D,R>
ANYSPORT]
[goto
Section #
Part
Variable Name
Question Text
Skip Instructions
18
BC
ANYSPORT
(Book) 40 ? [F1]
<1>
<2,D,R>
[goto TRSPORTX]
[goto ANYENTER]
Did [fill: YOU_ANYMEM] pay any fees to play sports or exercise [fill:
not counting what the package deal covered]?
1. Yes
2. No
18
BC
H_ANYSPORT
FEES FOR EXERCISING OR PLAYING SPORTS
Bowling
Exercise classes
Fishing
Golf
Scuba/snorkeling
Skiing/snowboarding
Swimming
Tennis
Other sports
18
BC
TRSPORTX
[fill How much did [fill: YOU_ANYMEM] pay? /
What costs for playing sports won't be reimbursed? ]
<0-999999,D,R>
ANYENTER]
18
BC
ANYENTER
(Book) 40 ? [F1]
<1>
<2,D,R>
[goto
[goto TRPETRTX]
[goto ANYMISC]
Did [fill: YOU_ANYMEM] spend anything on this trip for
entertainment or admissions [fill: not counting what the package deal
covered]?
1. Yes
18
BC
H_ANYENTER
ENTERTAINMENT OR ADMISSIONS
Concerts
Movies
Museums
Sports events
Theater
Tours
Other entertainment event
18
BC
TRPETRTX
[fill: How much did [fill: YOU_ANYMEM] spend? /
What costs for entertainment and admissions won't be reimbursed?]
<0-999999,D,R>
[goto
Section #
Part
Variable Name
Question Text
Skip Instructions
18
BC
ANYMISC
Did [fill: YOU_ANYMEM] have any expenses for this trip such as for
souvenirs, passports, tourist booklets, and so on?
<1>
<2,D,R>
[goto TRMISCX]
[goto CHKTCOMB]
1. Yes
2. No
18
BC
TRMISCX
[fill: How much were these expenses? /
What costs for these things won't be reimbursed? ]
<0-999999,D,R>
CHKTCOMB]
18
BC
CHKTCOMB
*Are there combined expenses for this trip the respondent was not able
to separate?
<1>
<2>
[goto
[goto TCOMBEST]
[goto TRPGFTC]
1. Yes
2. No
18
BC
TCOMBEST
* [fill: Only those expenses the respondent could not provide individual
expenses for should be
combined and entered here. / Only those non-reimbursed expenses
the respondent is
not able to separate should be combined and entered here.]
<1-999999,D,R>
FOODCOMB]
[goto
18
BC
FOODCOMB
Does this [fill: $TCOMBEST] include anything for . . .
<1,2,D,R>
[goto LODGCOMB]
<1,2,D,R>
[goto TRANCOMB]
<1,2,D,R>
[goto ELSECOMB]
. . . Food?
1. Yes
2. No
18
BC
LODGCOMB
Does this [fill: $TCOMBEST] include anything for . . .
. . . Lodging
1. Yes
2. No
18
BC
TRANCOMB
Does this [fill: $TCOMBEST] include anything for . . .
. . .Transportation?
1. Yes
2. No
Section #
Part
Variable Name
18
BC
ELSECOMB
Question Text
Skip Instructions
<1,2,D,R>
[goto OTHRCOMB]
<1,2,D,R>
[goto TRPGFTC]
<1>
<2,D,R>
[goto TRPGTCX]
[goto S18BC_END]
Does this [fill: $TCOMBEST] include anything for . . .
. . . Other expenses?
1. Yes
2. No
18
BC
OTHRCOMB
Does this [fill: $TCOMBEST] include . . .
. . . Any expenses for others?
1. Yes
2. No
18
BC
TRPGFTC
[fill: You’ve told me about many expenses [fill: YOU_YRCU] had on
this trip. Were any of these
expenses for someone outside your CU? /
You've told me about many non-reimbursed expenses [fill:
YOU_YRCU] had on this trip.
Were any of these expenses you just reported for anyone outside
your CU? ]
1. Yes
2. No
18
BC
TRPGFTCX
18
BC
WHATPART
[fill: How much of the total expenses for this trip were for persons
outside your CU? /
How much of the total non-reimbursed expenses for this trip were
for
<1-99999999,D,R>
S18BC_END]
[goto
<1-2>
** OUT VARIABLE **
18
E
ANYNONCU
Sometimes people in a CU don’t take a trip themselves, but pay for
part or all of a trip that someone else takes. Since the first of
[fil: REF_MONTH], have [fil: YOU_ANYMEM] paid for part or all
<1>
[goto NUMNONCU]
<2,D,R> [goto S18E_END]
of
such a trip for any non-CU members?
18
E
NUMNONCU
1. Yes
2. No
How many trips?
<1-16,D,R> [goto FOODNOCU]
Section #
Part
Variable Name
18
E
FOODNOCU
Question Text
Did these expenses include anything for...
Skip Instructions
<1,2,D,R> [goto LODGNOCU]
. . . Food and beverages?
1. Yes
2. No
18
E
LODGNOCU
<1,2,D,R> [goto TRANNOCU]
Did these expenses include anything for...
. . . Lodging?
1. Yes
2. No
18
E
TRANNOCU
<1,2,D,R> [goto ELSENOCU]
Did these expenses include anything for...
. . . Transportation?
1. Yes
2. No
18
E
ELSENOCU
Did these expenses include ...
<1>
[goto S18EELSE]
<2,D,R> [goto TRNONCUX]
. . . Anything else?
1. Yes
2. No
18
E
S18EELSE
18
E
TRNONCUX
18
F
ANYLOC
* Specify:
What was the total amount that [fill: YOU_YRCU] paid for
[fill: that trip/those trips]?
Sometimes people stay overnight in a local hotel or motel during
holidays, family
getaways, moves, or home repair. Since the first of [fill:
REF_MONTH], have
[fill: YOU_ANYMEM] stayed overnight in a local hotel or motel?
<30 characters> [goto TRNONCUX]
<1-99999999,D,R> [goto S18E_END]
<1>
<2,D,R>
[goto NUMLOC]
[goto S18F_END]
1. Yes
2. No
18
F
NUMLOC
How many nights did [fill: YOU_ANYMEM] spend away from home
on this stay?
<1-99,D,R> [goto ANYLOCDL]
Section #
Part
Variable Name
Question Text
Skip Instructions
18
F
ANYLOCDL
Sometimes when people stay away from home overnight they have
some
sort of package deal that covers some or all of the costs. Was all
or part of this stay covered by anything like that?
<1>
[goto FOODLCDL]
<2,D,R> [goto ANYLODGE]
1. Yes
18
F
FOODLCDL
Did the package deal include anything for...
<1,2,D,R> [goto LODGLCDL]
. . . Food and beverages?
1. Yes
2. No
18
F
LODGLCDL
<1,2,D,R> [goto ENTRLCDL]
Did the package deal include anything for...
. . .Lodging?
1. Yes
2. No
18
F
ENTRLCDL
<1,2,D,R> [goto ELSELCDL]
Did the package deal include anything for...
. . .Entertainment?
1. Yes
2. No
18
F
ELSELCDL
Did the package deal include ...
<1>
[goto S18FELSE]
<2,D,R> [goto LOCDEALX]
. . .Anything else?
1. Yes
2. No
18
F
S18FELSE
18
F
LOCDEALX
* Specify:
How much did [fill: YOU_ANYMEM] pay for the package deal?
<30 characters> [goto LOCDEALX]
<0-99999999,D,R> [goto ANYLODGE]
Section #
Part
Variable Name
Question Text
Skip Instructions
18
F
ANYLODGE
Did [fill: YOU_ANYMEM] spend anything for hotels, motels,
cottages, trailer camps, or other lodging [fill: not counting what the
package deal covered]?
<1>
[goto LOCLODGX]
<2,D,R> [goto ANYMEAL]
1. Yes
2. No
18
F
LOCLODGX
What was the cost, including taxes and tips?
<1-99999999,D,R>
[goto ANYMEAL]
18
F
ANYMEAL
Did [fill: YOU_ANYMEM] spend anything for meals, snacks, or
drinks
at restaurants, bars, or fast food places [fill: not counting what the
package deal covered]?
<1>
[goto LOCMEALX]
<2,D,R> [goto ANYLCGR]
1. Yes
18
F
LOCMEALX
18
F
ANYALCML
What was the cost, including taxes and tips?
Was any of the $[fill: LOCMEALX] for alcoholic
beverages?
<1-99999999,D,R> [goto ANYALCML]
<1>
[goto ALCMEALX]
<2,D,R> [goto ANYLCGR]
1. Yes
2. No
18
F
ALCMEALX
18
F
ANYLCGR
What was the cost for alcoholic beverages, including taxes and
tips?
Did [fill: YOU_ANYMEM] spend anything for food or beverages at
<1-99999999,D,R> [goto ANYLCGR]
<1>
[goto LOCGROCX]
<2,D,R> [goto ANYADMIS]
grocery stores, convenience stores, or liquor stores?
1. Yes
18
F
LOCGROCX
18
F
ANYALCGR
What were the expenses, including taxes?
Was any of the $[fill: LOCGROCX] for alcoholic
beverages?
<1-99999999,D,R> [goto ANYALCGR]
<1>
[goto ALCGROCX]
<2,D,R> [goto ANYADMIS]
1. Yes
2. No
18
F
ALCGROCX
What was the cost for alcoholic beverages, including taxes?
<1-99999999,D,R> [goto ANYADMIS]
Section #
Part
Variable Name
Question Text
Skip Instructions
18
F
ANYADMIS
(Book) 40 ? [F1]
<1>
[goto LOCADMSX]
<2,D,R> [goto LOCCOMBX]
Did [fill: YOU_ANYMEM] spend anything on this stay for
entertainment or admissions [fill: not counting what the
package deal covered]?
1. Yes
2. No
18
F
LOCADMSX
18
F
CHKFCOMB
How much did [fill: YOU_ANYMEM] pay?
* Are there combined expenses for food/beverages, lodging,
transportation, or other things?
<1-99999999,D,R> [goto LOCCOMBX]
<1> [goto LOCCOMBX]
<2> [goto DIDYOU]
1. Yes
2. No
18
F
LOCCOMBX
<1-99999999,D,R> [goto FOODLCCM]
* Only those things the respondent could not provide individual
expenses for should be
combined and entered here.
18
F
FOODLCCM
Does this include anything for. . .
<1,2,D,R> [goto LODGLCCM]
. . .Food and beverages?
1. Yes
2. No
18
F
LODGLCCM
<1,2,D,R> [goto ENTRLCCM]
Does this include anything for . .
. . .Lodging?
1. Yes
2. No
18
F
ENTRLCCM
<1,2,D,R> [goto ELSELCCM]
Does this include anything for . .
. . Entertainment?
1. Yes
2. No
Section #
Part
Variable Name
18
F
ELSELCCM
Question Text
Skip Instructions
<1,2,D,R> [goto DIDYOU]
Does this include any . . .
. . . Other expenses?
1. Yes
2. No
18
F
DIDYOU
Did [fill: YOU_ANYMEM] have any other stays at local hotels or
motels?
<1>
[goto NUMLOC]
<2,D,R> [goto S18F_END]
1. Yes
2. No
19
A
S19A_INTRO
(Book) 41-42
Now I am going to ask about miscellaneous expenses which have not
been collected anywhere
else in this survey. Please remember to include any payments you made
online or had
automatically deducted.
1. Enter 1 to Continue
<1>
[goto MIS_ITEM]
Section #
Part
Variable Name
Question Text
Skip Instructions
19
A
MIS_ITEM
(Book) 41 - 42 ? [F1]
<1-24>
[goto MISCDESC]
<99>
[S19A_END]
<888>
[goto MIS_ITEM - next line of
grid] [If no more grid lines goto S19A_END]
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] had
expenses for any of the
following, either for [fill: YOU_YRCU] or for someone outside your CU?
* Read each item on list.
1.
2.
3.
4.
5.
Fresh flowers or potted plants
Professional photography
Services of lawyers or other legal professionals
Accounting fees
Occupational expenses, such as union dues or professional licenses
6. Gardening or lawn care services
7. Housekeeping services
8. Home security system service fees
9. Other home services or small repair jobs around the house, not
previously reported
10. Moving, storage, or freight
11. Stamp or coin collecting
12. Lotteries or games of chance
13. Babysitting, nanny services, or other child care in YOUR home
14. Babysitting, nanny services, or other child care in someone ELSE's
home
95. Continue
888. Delete the line
SCREEN 2
(Book) 42 ? [F1]
Have [fill: YOU_ANYMEM] had expenses for toys, games, or arts and
crafts kits, either for [fill: YOU_YRCU] or for someone outside your
CU?
* IF YES - Read each item on list.
Were your expenses for 15. Toys or games?
16. Arts or crafts kits?
95. Continue
888. Delete the line
Section #
Part
Variable Name
Question Text
SCREEN 3
(Book) 42 ? [F1]
Have [fill: YOU_ANYMEM] had expenses for the purchase of pets, pet
supplies, pet medicines, pet services, or veterinarian services, either for
[fill: your/your CU's] pets or for pets belonging to someone outside your
CU?
* IF YES - Read each item on list.
Were your expenses for 17. Purchase of pets, pet supplies, or medicine for pets?
18. Pet services?
19. Veterinarian expenses for pets?
95. Continue
888. Delete the line
SCREEN 4
(Book) 42 ? [F1]
Have [fill: YOU_ANYMEM] had expenses for catered affairs, parties, or
events, either for [fill: YOU_YRCU] or for someone outside your CU?
* IF YES - Read each item on list.
Were your expenses for 20. Food and beverages for catered affairs?
21. Live entertainment?
22. Rental of party supplies?
95. Continue
888. Delete the line
SCREEN 5
(Book) 42 ? [F1]
Have [fill: YOU_ANYMEM] had expenses for the purchase or upkeep or
cemetery lots or vaults or for funerals, burials, or cremation, either for
[fill: YOU_YRCU] or for someone outside your CU?
Skip Instructions
* IF YES - Read each item on list.
Section #
Part
Variable Name
Question Text
Were your expenses for 23. Purchase or upkeep of cemetery lots or vaults?
24. Funerals, burials, or cremation?
99. None/no more entries
888. Delete the line
Skip Instructions
Section #
Part
Variable Name
Question Text
Skip Instructions
19
A
H_S19A
Section 19 - MISCELLANEOUS EXPENSES
Part A - Miscellaneous Expenses
1 - FRESH FLOWERS OR POTTED PLANTS
2 - PROFESSIONAL PHOTOGRAPHY
3 - SERVICES OF LAWYERS OR OTHER LEGAL PROFESSIONALS,
including Arbitration services Contracts
Divorce
Mediation
Services
Wills
Do not include fees for business purposes or those related to closing
costs for the purchase
of real estate.
4 - ACCOUNTING FEES, including estate management
trust management
income tax preparation
Do not include fees for business purposes.
5 - OCCUPATIONAL EXPENSES, such as union dues or professional
licenses.
6 - GARDENING OR LAWN CARE SERVICES, including fertilize lawn, etc.
planting
tree pruning
hedge trimming
plowing
tree removal
lawn cutting
tilling
Include any services provided under service contracts. Do not
include services which are covered by management or maintenance
fees.
7 - HOUSEKEEPING SERVICES, including carpet cleaning
cooking
cleaning
laundering
window washing
8 - HOME SECURITY SYSTEM SERVICE FEES
9 - OTHER HOME SERVICES OR SMALL REPAIR JOBS AROUND
THE HOUSE, NOT
PREVIOUSLY REPORTED
Include diaper service.
[goto MIS_ITEM]
10 - MOVING, STORAGE, OR FREIGHT
Do not include expenses that are reimbursed by employer or
Section #
Part
Variable Name
Question Text
Skip Instructions
other persons outside of the CU.
11- STAMP OR COIN COLLECTING
12 - LOTTERIES OR GAMES OF CHANCE
13 - BABYSITTING, NANNY SERVICES, OR OTHER CHILD CARE
IN YOUR HOME
Do not include nursery school care or care in a day care center.
14 - BABYSITTING, NANNY SERVICES, OR OTHER CHILD CARE
IN SOMEONE ELSE'S HOME
Do not include nursery school care or care in a day care center.
15 - TOYS OR GAMES
action figures
dart board
dolls
games
infant toys
stuffed animals
16 - ARTS OR CRAFTS KITS
arts and craft supplies
model kits
needlepoint kits
trains
trucks
rug kits
17 - PURCHASE OF PETS, PET SUPPLIES, OR MEDICINE FOR
PETS, including aquarium
collars
guinea pig
tropical fish
bird
dog
hamster
bird cage
dog house
hamster cage
cat
gerbil
pet toys
18 - PET SERVICES, including grooming
kennels
resorts
license
pet daycare
pet
19 - VETERINARIAN EXPENSES FOR PETS
vet insurance
20 - FOOD AND BEVERAGES FOR CATERED AFFAIRS, including anniversaries
bridal showers
parties
Bar Mitzvah
confirmations
weddings
Bat Mitzvah
graduations
21 - LIVE ENTERTAINMENT
22 - RENTAL OF PARTY SUPPLIES
Section #
Part
Variable Name
Question Text
Skip Instructions
23 - PURCHASE OR UPKEEP OF CEMETERY LOTS OR VAULTS
24 - FUNERALS, BURIALS, OR CREMATION
burial fees
flowers for funeral
limousines (used
burial plans clergy
during funeral)
headstones footstones
musician honoraria
funeral transcript
19
A
MISCDESC
What was the expense for?
<30 characters>
[goto MISCMO]
19
A
MISCMO
In what month did you have this expense?
[goto MISCGFTC]
Fill: [ * Enter 13 for same amount each month of the reference
period.]
19
A
MISCGFTC
Was this expense for someone inside or outside your CU?
<1, 2, D, R>
[goto MISCEXPX]
1. For CU
19
A
MISCEXPX
[fill: What was the total amount of this expense?/What is your monthly
expense?]
<1-999999, D, R>
[If MIS_ITEM = 1524 goto S19ACM_S]
[goto MISCMORE]
[fill: * Do not include legal fees related to real estate closing costs
reported in Section 3]
19
A
S19ACM_S
*Enter a 'C' for a combined expense.
19
A
S19ACMB
(Book) 41-42
<15-24>
What other expense is the [fill: description] combined with?
* Enter all that apply, separate with commas.
[display: (combination)]
[goto S19ACMB]
[goto MISCMORE]
[goto MISCMORE]
Section #
Part
Variable Name
Question Text
Skip Instructions
19
A
MISCMORE
Did you have any other expenses for [fill: description]?
<1, 2, D, R>
line in grid]
[goto MIS_ITEM, next
1. Yes
2. No
19
B
S19B_INTRO
(Book) 43
Now I am going to ask about payments and contributions to persons
outside of your CU.
1. Enter 1 to Continue
<1>
[goto CNT_ITEM]
Section #
Part
Variable Name
Question Text
Skip Instructions
19
B
CNT_ITEM
(Book) 43 ? [F1]
<1-9>
[goto CONTDESC]
<95>
[goto next row]
<99>
[goto S19B_END]
<888>
[goto CNT_ITEM - next
line of grid] [If no more grid lines goto
S19B_END]
SCREEN 1 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - --------------------Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
given any money by cash, checks, or given any gift cards to ...
* Read each item on list
1. College students living away from home?
2. Any other people not in your CU, such as friends, co-workers,
or homeless persons?
95. Continue list
888. Delete the line
SCREEN 2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - --------------------Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM] paid
any of the following . . .
* Read each item on list
3. Child support?
4. Alimony?
95. Continue list
888. Delete the line
SCREEN 3 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - --------------------Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
given any money by cash, checks,
money orders, or credit cards to benefit . . .
* Read each item on list
5. Educational Institutions?
6. Political Organizations?
7. Religious Organizations, including churches, temples and mosques?
8. Charities or other organizations?
95. Continue list
888. Delete the line
Section #
Part
Variable Name
Question Text
SCREEN 4 -----------------------------------------------------------------------------------------------------------------------------------Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
given any . . .
* Read item on list
9. Stocks, bonds, or mutual funds to persons or organizations outside
of your CU?
99. None/No more entries
888. Delete the line
Skip Instructions
Section #
Part
Variable Name
19
B
H_S19B
Question Text
Skip Instructions
Section 19 - MISCELLANEOUS EXPENSES - Continued
Part B - Miscellaneous Expenses
1 - CASH TO COLLEGE STUDENTS LIVING AWAY PROM HOME
2 - ANY AND ALL OTHER PERSONS NOT IN YOUR CU, such as birthday money
musicians
cash gifts at the office
money
co-workers
friends
street
homeless persons
wedding
money to assist others
3 - CHILD SUPPORT
4 - ALIMONY
5 - EDUCATION INSTITUTIONS - Do not include tuition and other
school expenses.
alumni funds
scholarship funds
educational endowments
school fund-raisers
6 - POLITICAL ORGANIZATIONS
Political Act, or Committees (PACs) political candidates
political parties
7 - RELIGIOUS ORGANIZATIONS, INCLUDING CHURCHES,
TEMPLES AND
MOSQUES, including tithes and offerings
religious fund raisers
building funds
religious television/radio
ministries
8 - CHARITIES OR ALL OTHER ORGANIZATIONS
American Cancer Society
Humane Society
United Way
American Heart Association
public television/radio
civic organizations
fine arts and literary organizations
organizations
9 - STOCKS,BONDS, MUTUAL FUNDS
Red Cross
social service
[goto CNT_ITEM]
19
B
CONTDESC
What was the [fill: payment/contribution] for?
<30 characters>
[goto CONTMO]
Section #
Part
Variable Name
Question Text
Skip Instructions
19
B
CONTMO
In what month did you make the [fill: payment/contribution]?
[goto CONTEXPX]
Enter 13 for same [fill: payment/contribution] each month of the
reference period.
13. Same amount each month.
19
B
CONTEXPX
[fill: What was the total amount of the [fill:
payment/contribution]?/What is the monthly [fill:
<1-999999, D, R>
goto CONTMORE
19
B
CONTMORE
Did you make any other [fill: payments/contributions] [fill: description]
?
<1, 2, D, R> [goto CNT_ITEM, next line
in grid]
1. Yes
20
A
GROCWEKX
Now I am going to ask you about expenses for food, beverages and
other items [fill: YOU_YRCU] [fill: have/has] purchased since the first
of [fill: REF_MONTH].
<0>
[goto OTHSTOR]
<1-9999> [goto OTHSTUFX]
[goto OTHSTOR]
What has been [fill: YR_YRCU] usual WEEKLY expense for grocery
shopping?
* Include grocery home delivery service fees and drinking water
delivery fees.
20
A
OTHSTUFX
About how much of this amount was for nonfood items, such as paper
products, detergents, home cleaning supplies, pet foods, and alcoholic
beverages?
<0-9999,D,R> [goto OTHSTOR]
20
A
OTHSTOR
Other than your regular grocery shopping already reported, have [fill:
YOU_ANYMEM] purchased any food or nonalcoholic beverages from
places such as grocery stores, convenience stores, specialty stores, home
delivery, or farmer’s markets?
<1>
[goto OSTORWKX]
<2,D,R> [goto DINE_WKX]
1. Yes
2. No
20
A
OSTORWKX
What was your usual WEEKLY expense at these places?
<0-9999,D,R> [goto DINE_WKX]
20
A
DINE_WKX
What has been [fill: YR_YRCU] usual WEEKLY expense for meals or
snacks from restaurants, fast food places, cafeterias, carryouts or other
such places? [fill: (Do not include meals purchased at school.)]
<0-9999,D,R> [goto ALCOHOL]
Section #
Part
Variable Name
Question Text
Skip Instructions
20
A
ALCOHOL
Since the first of [fill:REF_MONTH] have [fill: YOU_ANYMEM]
purchased alcohol, including beer and wine?
<1>
[goto ALC_HOMX]
<2,D,R> [goto FREEFOOD]
1. Yes
2. No
20
A
ALC_HOMX
What has been [fill: YR_YRCU] usual MONTHLY expense for alcohol,
including beer and wine to be served at home?
<0-9999, D, R>
[goto ALC_OUTX]
20
A
ALC_OUTX
What has been your usual MONTHLY expense for alcohol, including
beer and wine at restaurants, bars and recreational events?
<0-9999,D,R> [goto FREEFOOD]
20
A
FREEFOOD
Have [fill: YOU_ANYMEM] received any free food, beverages, or
meals
through public or private welfare agencies, including religious
organizations?
<1,2,D,R> [goto MEALSPAY]
[fill: Do not include free meals in school or preschool programs.]
20
A
MEALSPAY
1. Yes
2. No
Have [fill: YOU_ANYMEM] received any free meals at work as part
of your
pay?
1. Yes
2. No
<1>
[goto MLPAYWKX]
<2, D,R> [If any CU members (hh_mem=1
and membstat doesn not equal 1) AGE lt 22
goto ANYMEALS]
[goto Section 20B]
20
A
MLPAYWKX
About what was the WEEKLY dollar value of these meals?
<0-9999,D,R> [goto MLPYQWKS]
20
A
MLPYQWKS
Since the first of [fill: REF_MONTH] for how many weeks did
members of your CU
receive these meals?
<1-13,D,R> [If any CU members
(hh_mem=1 and membstat does not equal 1)
AGE lt 22 goto ANYMEALS]
[else goto Section 20B]
20
A
ANYMEALS
Since the first of [fill: REF_MONTH], not including [fill:
CUR_MONTH], have
[fill: YOU_ANYMEM] purchased any meals at school for preschool
through high school age children?
<1>
[goto FBPERSN]
<2,D,R> [goto Section 20B]
1. Yes
2. No
20
A
FBPERSON
What are the names of all CU members who purchased meals at school?
<1-30> [goto 20A_CREATE]
[goto Section 20B]
Section #
Part
Variable Name
Question Text
Skip Instructions
20
A
SCHMLWKX
Since the first of [fill: REF_MONTH], not including [fill:
CUR_MONTH], what has been the usual
WEEKLY expense for the meals [fill: NAME] purchased at school?
<0-999, D, R> [goto SHMLWKQ]
20
A
SCHMLWKQ
How many weeks did [fill: NAME] purchase meals?
<1-13,D,R> [goto SCHMLWKX for next
person] [if no more persons goto Section
20
B
LNDROMAT
(Book) 44 ? [F1]
<1>
[goto LNDRYX]
<2,D,R> [goto DRYCLEAN]
Since the first of [fill: REF_MONTH], not including [fill:
CUR_MONTH], have
[fill: YOU_ANYMEM] had any expenses for self-service laundry
machines?
1. Yes
2. No
20
B
LNDRYX
20
B
OTHLNDRY
What was the total cost?
Was any of this amount for items other than clothes, such as linens
or
<1-9999,D,R> [goto OTHLNDRY]
<1>
[goto OTHLNDRX]
<2,D,R> [goto DRYCLEAN]
drapes?
1. Yes
20
B
OTHLNDRX
20
B
DRYCLEAN
How much?
(Book) 44 ? [F1]
<1-9999,D,R>
[goto DRYCLEAN]
<1>
[goto DRYCLNX]
<2,D,R> [goto CIGARETT]
Have [fill YOU_ANYMEM] had any expenses for dry cleaning or
laundry
service?
1. Yes
20
B
DRYCLNX
20
B
OTHDRCLN
What was the total cost?
Was any of this amount for items other than clothes, such as linens,
drapes, or rugs?
<1-9999,D,R> [goto OTHDRCLN]
<1>
<2,D,R>
[goto OTHDCLNX]
[goto CIGARETT]
1. Yes
2. No
20
B
OTHDCLNX
How much?
<1-9999, D, R>
[goto CIGARETT]
Section #
Part
Variable Name
Question Text
Skip Instructions
20
B
CIGARETT
Since the first of [fill: REF_MONTH], have [fill: YOU_ANYMEM]
purchased
cigarettes?
<1>
[goto CIGARETX]
<2,D,R> [goto OTHTOBAC]
1. Yes
2. No
20
B
CIGARETX
20
B
OTHTOBAC
What is the usual WEEKLY expense for cigarettes?
(Book) 44 ? [F1]
<0-999, D, R> [goto OTHTOBAC]
<1>
[goto OTHTBACX]
<2, D,R> [goto SALONS]
Have [fill: YOU_ANYMEM] purchased other tobacco products such
as
cigars, pipe tobacco, or chewing tobacco?
1. Yes
20
B
OTHTBACX
20
B
SALONS
What is the usual WEEKLY expense?
(Book) 44 ? [F1]
<0-999, D, R>
<1>
<2, D, R>
[goto SALONS]
[goto SALONX]
[goto SAFEDPST]
Since the first of [fill: REF_MONTH], not including [fill:
CUR_MONTH] have
[fill: YOU_ANYMEM] had any expenses for haircutting, styling,
manicures, massages
or other salon services?
1. Yes
2. No
20
B
SALONX
What was the total expense for these services since the first of [Fill:
REF_MONTH], not
including [fill: CUR_MONTH]?
<0-9999, D, R> [goto SAFEDPST]
20
B
SAFEDPST
Have [fill: YOU_ANYMEM] had any expenses for the rental of a
safe deposit
box located in a bank or similar financial institution?
<1>
[goto SAFDPSTX]
<2,D,R> [goto BANKSRVC]
1. Yes
2. No
20
B
SAFDPSTX
What was the total rental expense for the safe deposit box since the
<1-999, D, R> [goto BANKSRVC]
Section #
Part
Variable Name
20
B
BANKSRVC
Question Text
(Book) 44
? [F1]
Have [fill: YOU_ANYMEM] paid any charges or fees for bank
services such as ATM fees or
account service charges from financial institutions such as banks,
credit unions, and finance
companies?
1. Yes
2. No
Skip Instructions
<1>
[goto BANKMOX]
<2,D,R> [goto TXLIMSRV]
Section #
Part
Variable Name
Question Text
20
B
H_20B
Section 20B - Expense Patterns For
Selected Services and Goods
Skip Instructions
Self-service laundry machines
clothing quilts
linens
coats
rugs
drapes
Laundry or dry cleaning services
clothing quilts
linens
coats
rugs
drapes
Cigarettes
Other tobacco products
cigars
pipe tobacco
chewing tobacco
Haircutting, styling, manicures, massages and other salon services
hair coloring
pedicures
facials
waxing
tanning salons
Safe deposit box located in a bank or similar financial institution
Charges or fees for personal financial services such as ATM fees or
account service charges from financial institutions such as banks, credit
unions, and finance companies ATM fees
check order fee
certified check fee
money order fee
banking and bill payment fee
check cashing fee
regular service changes
balance fee
online
below minimum
fees for personal loans, except those for real estate management fee
for trust, custodial, or escrow accounts
Taxi or limousine service
Mass transportation services such as a bus, subway, mini-bus, or train
Section #
Part
Variable Name
20
B
H_BANKSRVC
Question Text
Common Back Fees and Service Charges
Skip Instructions
[go back to BANKSRVC]
ATM fees
POS Transaction fees
Monthly maintenance fee/service charge
Below minimum balance fee
Teller transaction fee
Traveler’s check fee
Official/cashier’s/bank check fee
Money order fee
Certified check fee
Insufficient funds/returned check fee
Returned deposit fee
CD early withdrawal penalty
Replacement ATM/Debit card fee
Check order fee
Loan origination/application fee
Online banking and bill payment fee
Wire transfer fee
Stop payment fee
Check or statement copy fee
Negative balance fee
Currency exchange fee
20
B
BANKMOX
20
B
TXLIMSRV
What is the usual MONTHLY charge?
Since the first of [fill: REF_MONTH] not including [fill:
CUR_MONTH], have [fill: YOU_ANYMEM]
had expenses for taxis or limousine service? Do not include expenses
entirely reimbursed for
business purposes or expenses incurred on a trip.
<0-9999, D, R> [goto TXLIMSRV]
<1>
[goto TXLIMX]
<2,D,R> [goto MASSTRAN]
1. Yes
2. No
20
B
TXLIMX
What was the total expense?
<1-9999,D,R> [goto MASSTRAN]
20
B
MASSTRAN
Do [fill YOU_ANYMEM] use mass transportation services such as a
bus,
subway, mini-bus or train? Include all commuter services. Do not
include expenses covered
by employer-provided transit subsidies.
<1>
[goto TRANWRKX]
<2, D, R> [goto S20B_END]
1. Yes
Section #
Part
Variable Name
Question Text
Skip Instructions
20
B
TRANWRKX
What is the usual MONTHLY cost to use mass transit to go to-
<1 - 9999> [goto TRANSUB]
<0, D, R> [go to TRANSCHX]
Work?
20
B
TRANSCHX
What is the usual MONTHLY cost to use mass transit to go to -
<0-9999, D, R>
[goto TRANOTHX]
<0-9999, D, R>
[goto S20B_END]
School?
20
B
TRANOTHX
What is the usual MONTHLY cost to use mass transit to go toOther places?
21
A1
FN2_INTRO
(Book) 45
<1> [goto FN2_ITEM]
Now I am going to ask about credit balances.
Enter 1. To continue
21
A1
FN2_ITEM
(Book) 45 ? [F1]
On the first of [fill: CUR_MONTH], did [fill: YOU_ANYMEM] owe any
money to any of the following? Do not include mortgages, home equity
loans, automobile loans, or business related loans.
* Read each item on list.
1. Gasoline credit cards, such as Shell or Exxon
2. Store credit cards, such as those issued by department, specialty,
electronics, or sporting goods
stores
3. Major credit cards, such as VISA, Master Card, American Express, or
other revolving credit accounts
4. Store installment credit accounts
5. Financial institutions, such as banks, brokerages, savings and loans,
credit unions, or insurance
companies. Do not include insurance premium payments.
6. Doctors, dentists, hospitals or other medical practitioners for expenses
not covered by insurance
7. Other credit, such as school loans, personal loans or loans from
retirement plans
99. None/No more entries
888. Delete the line
<1-7>
[Go to CREDNAM1]
<99>
[Go to S21A1_END]
<888> [goto FN2_ITEM - next line of
grid] [If no more grid lines goto
Section #
Part
Variable Name
Question Text
Skip Instructions
21
A1
H_S21A1
Section 21 - CREDIT LIABILITY
[goto FN2_ITEM]
Credit Balances
1. Gasoline credit cards - Shell, Exxon, Citgo, etc.
2. Store credit cards - Department, Specialty, Electronics, or Sporting
Goods
3. Major credit cards - Visa, MasterCard, American Express, Discovery,
or other revolving credit
accounts
4. Store installment credit accounts
5. Financial institutions - Banks, brokerages, savings and loans, credit
unions, or insurance companies
Do not include insurance premium payments
6. Doctors, dentists, hospitals, or other medical practitioners for
expenses not covered by insurance
7. Other credit - School loans, personal loans, or loans from retirement
21
A1
CREDNAM1
What is the name of the [fill: description] to which you owed money?
<30 characters> [goto CREDITX1]
21
A1
CREDITX1
What was the total amount owed?
<1-999999, D, R> [goto CREDMOR1]
21
A1
CREDMOR1
Did [fill: YOU_ANYMEM] owe any money to any other [fill:
description]?
<1, 2, D, R>
[goto FN2_ITEM, next
line on the grid]
1. Yes
21
A2
INTROA2
(Book) 45
Now I am going to ask about credit balances.
Enter 1. To continue
<1> [goto FNA_ITEM]
Section #
Part
Variable Name
Question Text
Skip Instructions
21
A2
FNA_ITEM
(Book) 45 ? [F1]
<1-7> [Go to CREDNAM5]
<95> [Go to next row]
<99> [goto S21A2_END]
<888> [goto FNA_ITEM - next line of
grid] [If no more grid lines goto
SCREEN 1 ----------------------------------------------------------------------------------------------------------------------------------On the first of [fill: CUR_MONTH], did [fill: YOU_ANYMEM] owe any
money to any of the following? Do not include mortgages, home
equity loans, automobile loans, or business related loans.
* Read each item on list.
1. Gasoline credit cards, such as Shell or Exxon.
2. Store credit cards, such as those issued by department, specialty,
electronics, or sporting goods
stores
3. Major credit cards, such as VISA, Master Card, American Express, or
other revolving credit accounts
4. Store installment credit accounts
5. Financial institutions, such as banks, brokerages, savings and loans,
credit unions, or insurance
companies. Do not include insurance premium payments
6. Doctors, dentists, hospitals, or other medical practitioners for
expenses not covered by insurance
7. Other credit, such as school loans, personal loans or loans from
retirement plans
95. Continue list
888. Delete the line
SCREEN 2 ------------------------------------------------------------------------------------------------------------------------------On the first day of [fill: CUR_MONTH], [fill: last year], did [fill:
YOU_ANYMEM] owe money to any creditor that [fill:
YOU_ANYMEM] did not owe money to on the first day of [fill:
CUR_MONTH, [fill: this year]?
* IF YES- Read each item on the list
What was the source of credit?
1. Gasoline credit cards, such as Shell or Exxon.
2. Store credit cards, such as those issued by department, specialty,
electronics, or sporting goods
stores
3. Major credit cards, such as VISA, Master Card, American Express, or
other revolving credit Accounts
4. Store installment credit accounts
Section #
Part
Variable Name
Question Text
Skip Instructions
5. Financial institutions, such as banks, brokerages, savings and loans,
credit unions, or insurance
companies. Do not include mortgages, home equity loans, car loans or
insurance premium payments
6. Doctors, dentists, hospitals, or other medical practitioners for
expenses not covered by insurance
7. Other credit, such as school loans, personal loans or loans from
retirement plans
S21A2_END]
99. None/No more entries
888. Delete the line
21
A2
H_21A2
Section 21 - CREDIT LIABILITY
[goto FNA_ITEM]
Credit Balances
1. Gasoline credit cards - Shell, Exxon, Citgo, etc.
2. Store credit cards - Department, Specialty, Electronics, or Sporting
Goods
3. Major credit cards - Visa, MasterCard, American Express, Discovery,
or other revolving credit
accounts
4. Store installment credit accounts
5. Financial institutions - Banks, brokerages, savings and loans, credit
unions, or insurance companies
Do not include insurance premium payments
6. Doctors, dentists, hospitals, or other medical practitioners for
expenses not covered by insurance
7. Other credit - School loans, personal loans, or loans from retirement
21
A2
CREDNAM5
What is the name of the [fill: description] to which you owed money?
<30 characters> [If item is from
FNA_ITEM, SCREEN 1, goto CREDITX5.
[If item is from
21
A2
CREDITX5
What was the total amount owed on the first of [fill: CUR_MONTH]?
<1-999999, D, R> [goto OWEMONEY]
Section #
Part
Variable Name
Question Text
Skip Instructions
21
A2
OWEMONEY
What was the total amount owed on the first day of [fill: cur_month]
[fill: last year]?
<0-999999, D, R> [goto CREDMOR5]
21
A2
CREDMOR5
Did [fill: YOU_ANYMEM] owe any money to any other [fill:
description] [fill: on the first of [fill: CUR_MONTH]/a year ago that
you don't owe money to today]?
<1, 2, D, R> [goto FNA_ITEM next line
on the grid]
1. Yes
2. No
21
B
S21INTROB
Now I'm going to ask you about finance charges, interest charges and late
fees.
<1> [goto GASCARD]
1. Enter 1 to Continue
21
B
GASCARD
During the past twelve months have [fill: YOU_ANYMEM] paid any
finance charges, interest charges, or late fees for any of the following?
Do not include those for mortgages, home equity loans, automobile
loans, or business related loans. Do not include annual fees.
<1>
[goto GASCARDX]
<2, D, R> [goto STRCARD]
. . . Gasoline credit cards, such as Amoco or Exxon?
1. Yes
2. No
21
B
GASCARDX
What was the total amount paid for finance, interest, and late charges for
gasoline credit cards?
<1-999999, D, R>
[goto STRCARD]
21
B
STRCARD
During the past twelve months have [fill: YOU_ANYMEM] paid any
finance charges, interest charges, or late fees for any of the following?
Do not include those for mortgages, home equity loans, automobile
loans, or business related loans. Do not include annual fees.
<1>
[goto STRCARDX]
<2, D, R> [goto MAJCARD]
...Store credit cards, such as those issued by department, specialty,
electronics, or sporting goods
stores?
1. Yes
2. No
21
B
STRCARDX
What was the total amount paid for finance, interest, and late charges for
store credit cards?
<1-999999, D, R> [goto MAJCARD]
Section #
Part
Variable Name
Question Text
Skip Instructions
21
B
MAJCARD
During the past twelve months have [fill: YOU_ANYMEM] paid any
finance charges, interest charges, or late fees for any of the following?
Do not include those for mortgages, home equity loans, automobile
loans, or business related loans. Do not include annual fees.
<1>
[goto MAJCARDX]
<2, D, R> [goto INSTLFEE]
...Major credit cards, such as VISA, Master Card, American Express, or
other revolving credit accounts?
1. Yes
2. No
21
B
MAJCARDX
What was the total amount paid for finance, interest, and late charges for
major credit cards?
<1-999999, D, R> [goto INSTLFEE]
21
B
INSTLFEE
During the past twelve months have [fill: YOU_ANYMEM] paid any
finance charges, interest charges, or late fees for any of the following?
Do not include those for mortgages, home equity loans, automobile
loans, or business related loans. Do not include annual fees.
<1>
[goto INSTALLX]
<2, D, R> [goto FININST]
...Store installment credit accounts?
1. Yes
2. No
21
B
INSTALLX
What was the total amount paid for finance, interest, and late charges for
store installment credit
accounts?
<1-999999, D, R>
[goto FININST]
21
B
FININST
During the past twelve months have [fill: YOU_ANYMEM] paid any
finance charges, interest charges, or late fees for any of the following?
Do not include those for mortgages, home equity loans, automobile
loans, or business related loans. Do not include annual fees.
<1>
[goto FININSTX]
<2, D, R> [goto MEDICAL]
...Financial institutions, such as banks, brokerages, savings and loans,
credit unions, or insurance companies? Do not include mortgages, home
equity loans, car loans or insurance premium payments.
1. Yes
2. No
21
B
FININSTX
What was the total amount paid for finance, interest, and late charges to
financial institutions?
<1-999999, D, R>
[goto MEDICAL]
Section #
Part
Variable Name
Question Text
Skip Instructions
21
B
MEDICAL
During the past twelve months have [fill: YOU_ANYMEM] paid any
finance charges, interest charges, or late fees for any of the following?
Do not include those for mortgages, home equity loans, automobile
loans, or business related loans. Do not include annual fees.
<1>
[goto MEDICALX]
<2, D, R> [goto OTHER]
...Doctors, dentists, hospitals, or other medical practitioners for expenses
not covered by insurance?
1. Yes
2. No
21
B
MEDICALX
What was the total amount paid for finance, interest, and late charges for
doctors, dentists, hospitals, or other medical practitioners for expenses
not covered by insurance?
<1-999999, D, R>
[goto OTHER]
21
B
OTHER
During the past twelve months have [fill: YOU_ANYMEM] paid any
finance charges, interest charges, or late fees for any of the following?
Do not include those for mortgages, home equity loans, automobile
loans, or business related loans. Do not include annual fees.
<1>
[goto PDOTHERX]
<2, D, R> [goto S21B_END]
...Other credit, such as school loans, personal loans or loans from
retirement plans?
1. Yes
2. No
21
B
PDOTHERX
What was the total amount paid for finance, interest, and late charges for
other credit sources?
<1-999999, D, R> [goto S21B_END]
22
A
ANYWORK
Since the first of [fill: Ref_Month], did [fill: you/NAME] earn any
income from wages or salary?
<1>
<2,D,R>
[goto 22A_INTRO]
[goto S22A_CHECK]
1. Yes
2. No
22
A
S22A_INTRO
The next few questions are about income. We know people aren't used
to discussing their income, but please be assured that, like all other
information you have provided, these answers will be kept strickly
confidential.
<1> goto INCWEEKQ
22
A
INCWEEKQ
In the past 12 months, including paid vacation and sick leave, how many
weeks did [fill: you/NAME] work?
<0>
INCNONWK ]
<1-52, D,R >
* If CU member did not work, enter zero.
[goto
[goto
Section #
Part
Variable Name
Question Text
Skip Instructions
22
A
INC_HRSQ
In the weeks that [fill: you/NAME] worked, how many hours did [fill:
you/he/she] usually work per week?
<1-168 D,R>
22
A
OCCUCODE
(Book) 46 ? [F1]
<1-18 D,R>
Which of the following categories best describes the job in which [fill:
you/NAME] received the most earnings during the last 12 months?
1. Administrator, manager
11. Machine
operator, assembler, inspector
2. Teacher
12. Transportation
operator
3. Professional
13. Handler, helper,
laborer
4. Administrative support including clerical
14. Mechanic,
repairer, precision production
5. Sales, retail
15. Construction,
mining
6. Sales, business goods and services
16. Farming
7. Technician
17. Forestry, fishing,
groundskeeping
8. Protective service
18. Armed Forces
[goto
[goto INCOMEY ]
Section #
Part
Variable Name
Question Text
Skip Instructions
22
A
H_OCCUCODE
Section 22
OCCUPATIONS
1 - ADMINISTRATOR, MANAGER
administrator manager funeral director
2 - TEACHER
teacher guidance counselor
3 - PROFESSIONAL
accountant
computer systems analyst
engineer physician clergy
social worker lawyer
computer programmer
registered nurse
4 - ADMINISTRATIVE SUPPORT, INCLUDING CLERICAL
bookkeeper
clerk
computer
assistant
receptionist
secretary
typist
5 - SALES, RETAIL
apparel salesperson
cashier
commodity salesperson
door to door salesperson motor vehicle salesperson
6 - SALES, BUSINESS GOODS AND SERVICES
financial services
insurance
salesperson
manufacturing sales representative
mining sales
representative
real estate sales person
wholesale sales
representative
7 - TECHNICIAN
clinical laboratory technician
electronic technician
health technician
8 - PROTECTIVE SERVICE
firefighter
police officer
9 - PRIVATE HOUSEHOLD SERVICE
household worker
nanny
10 - OTHER SERVICE
drafting
practical nurse
private guard
child care worker
counter/fountain worker orderly
cook
food
Section #
Part
Variable Name
Question Text
food preparer
Skip Instructions
hairstylist maid/houseman
janitor
waiter/waitress
11 - MACHINE OPERATOR, ASSEMBLER, INSPECTOR
assembler
inspector
machine
operator
12 - TRANSPORTATION OPERATOR
bus driver
tractor operator
truck
driver
13 - HANDLER, HELPER, LABORER
construction laborer
freight handler
packager
material handler
stock handler
14 - MECHANIC, REPAIRER, PRECISION PRODUCTION
automobile mechanic
machine repairer
machinist
meat cutter
sheet metal
worker
tailor
15 - CONSTRUCTION, MINING
carpenter
electrician
mining worker
painter
plumber
16 - FARMING
farmer
farm worker
17 - FORESTRY, FISHING, GROUNDSKEEPING
animal caretaker
fisher
forestry
worker
groundskeeper
22
A
INCOMEY
18 - ARMED FORCES
[fill: Were/Was] [fill: you/NAME]:
1. An employee of a PRIVATE company, business, or individual
working for wages or salary?
2. A Federal government employee?
3. A State government employee?
4. A local government employee?
5. Self-employed in [fill: your/his/her] OWN business, partnership,
professional practice, or farm?
<1-4, 6, D, R>
<5>
[goto SALARYST]
[goto INCORP]
6. Working WITHOUT PAY in a family business or farm?
Section #
Part
Variable Name
Question Text
Skip Instructions
22
A
INCORP
Is [fill: your/NAME's] business incorporated?
<1,2 D,R>
[goto SALARYST]
1. Yes
2. No
22
A
INCNONWK
What was the main reason [fill: you/NAME] did not work during the last
12 months?
[fill: Were/Was] [fill: you/he/she] 1.
2.
3.
4.
5.
6.
<1-5,D,R>
<6>
[goto SALARYST]
[goto INCOTH]
Retired?
Taking care of home/family?
Going to school?
Ill, disabled, unable to work?
Unable to find work?
Doing something else? Specify
22
A
INCOTH
* Specify:
<30 characters>
22
A
SALARYST
During the last 12 months, did [fill: you/NAME] receive any money in
wages or salary?
Include all bonuses and overtime pay, commissions, tips, allowances,
Armed Forces pay,
severance pay, teaching fellowships, etc.
<1>
<2,D,R>
[goto
[goto SALARYX]
[goto NONFARM]
1. Yes
2. No
22
A
SALARYX
During the last 12 months, how much did [fill: you/NAME] receive in
wages and salaries for ALL JOBS before any deductions?
<1-99999999>
GROSPAYX]
22
A
SALARYB
(Book) 47
<1-11,D,R>
[goto
[goto GROSPAYX]
Could you tell me which range on CARD A best reflects [fill:
your/NAME] total wages and salaries for ALL JOBS during the last 12
months?
22
A
GROSPAYX
1. $0-$4,999
7. $40,000-$49,999
2. $5,000-$9,999
8. $50,000-$69,999
3. $10,000-$14,999
9. $70,000-$89,999
4. $15,000-$19,999
10. $90,000-$119,999
5. $20,000-$29,999
11. $120,000 and over
6. $30,000-$39,999
What was the amount of [fill: your/NAME's] last pay before any
<1-99999999,D,R>
PAYPERD]
[goto
Section #
Part
Variable Name
Question Text
Skip Instructions
22
A
PAYPERD
What period of time did this cover?
<1-6,D,R>
<7>
1.
2.
3.
4.
5.
6.
7.
22
A
PAYPRDOT
22
A
FEDTAX
[goto FEDTAX]
[goto PAYPRDOT]
One week
Two weeks
Month
Quarter
Year
Twice a month
Other
* Specify:
Was there any money deducted from [fill: your/NAME's] pay for-
<30 characters>
<1>
<2,D,R>
[goto FEDTAX]
[goto AMTFED]
[goto SLTAX]
Federal income tax?
1. Yes
2. No
22
A
AMTFED
How much?
<1-99999999 D,R>
22
A
SLTAX
Was there any money deducted from [fill: your/NAME's] pay for-
<1>
<2,D,R>
[goto SLTAX]
[goto SLTAXX]
[goto PRIVPENS]
State or local income tax?
1. Yes
2. No
22
A
SLTAXX
How much?
<1-99999999, D, R>
22
A
PRIVPENS
Was there any money deducted from [fill: your/NAME's] pay for-
<1>
<2,D,R>
[goto PRIVPENS]
[goto PRIVPENX]
[goto GOVRET]
Private pension fund?
1. Yes
2. No
22
A
PRIVPENX
How much?
<1-99999999 D,R>
22
A
GOVRET
Was there any money deducted from [fill: your/NAME's] pay for-
<1>
<2,D,R>
Government retirement?
1. Yes
2. No
[goto GOVRET]
[goto GOVRETX]
[goto RRRDED]
Section #
Part
Variable Name
Question Text
Skip Instructions
22
A
GOVRETX
How much?
<1-99999999 D,R>
22
A
RRRDED
Was there any money deducted from [fill: your/NAME's] pay for-
<1>
<2,D,R>
[goto RRRDED]
[goto RRRDEDX]
[goto SSDED]
Railroad retirement?
1. Yes
2. No
22
A
RRRDEDX
How much?
<1-99999999 D,R>
[goto SSDED]
22
A
SSDED
Was there any money deducted from [fill: your/NAME's] pay for-
<1>
<2,D,R>
[goto MEDICOV]
[goto SSNORM]
<1>
<2,D,R>
[goto MEDICOV]
[goto EMPLUN]
Social Security including Medicare?
1. Yes
2. No
22
A
SSNORM
Are Social Security payments NORMALLY deducted from [fill:
your/NAME's] pay?
1. Yes
2. No
22
A
MEDICOV
Does the money deducted for Social Security cover only the Medicare
portion of Social Security?
<1,2,D,R>
[goto EMPLCONT]
1. Yes
2. No
22
A
EMPLCONT
Other than Social Security, did any employer or union contribute to [fill:
your/NAME's] pension or retirement plan in the last 12 months?
<1,2,D,R>
[goto NONFARM]
1. Yes
2. No
22
A
NONFARM
During the last 12 months, did [fill: you/NAME] have any income or
loss from [fill: your/NAME's] own nonfarm business, partnership, or
professional practice?
<1>
<2,D,R>
[goto NONFARMX]
[goto FARMINC]
1. Yes
2. No
22
A
NONFARMX
What was the amount of income or loss after expenses?
<0>
<1-99999999>
[goto FARMINC]
[goto NFRMLOSS]
[goto NONFARMB]
Section #
Part
Variable Name
Question Text
Skip Instructions
22
A
NFRMLOSS
Was this an income or loss?
<1, 2, D, R>
[goto FARMINC]
1. Loss
2. Income
22
A
NONFARMB
(Book) 47
<0-11,D,R>
[goto FARMINC]
Could you tell me which range on CARD A best reflects [fill:
your/NAME's] income or loss from [fill: your/NAME's] own nonfarm
business, partnership or professional practice during the last 12 months?
22
A
FARMINC
0. Loss
6. $30,000-$39,999
1. $0-$4,999
7. $40,000-$49,999
2. $5,000-$9,999
8. $50,000-$69,999
3. $10,000-$14,999
9. $70,000-$89,999
4. $15,000-$19,999
10. $90,000-$119,999
5. $20,000-$29,999
11. $120,000 and over
During the last 12 months, did [fill: you/NAME] have any income or loss
from [fill: your/NAME's] own farm?
<1>
<2,D,R>
[goto FARMINCX]
[goto INDRETAC]
1. Yes
2. No
22
22
A
A
FARMINCX
FARMLOSS
What was the amount of income or loss after expenses?
Was this an income or loss?
<0>
[goto INDRETAC]
<1-99999999>
[goto FARMLOSS]
<1,2,D,R>
[goto INDRETAC]
1. Loss
2. Income
22
A
FARMINCB
(Book) 47
<0-11,D,R>
Could you tell me which range on CARD A best reflects [fill:
your/NAME's] income or loss from [fill: your/NAME's] own farm during
the last 12 months?
0.
1.
2.
3.
4.
5.
Loss
$0-$4,999
$5,000-$9,999
$10,000-$14,999
$15,000-$19,999
$20,000-$29,999
6.
7.
8.
9.
10.
11.
$30,000-$39,999
$40,000-$49,999
$50,000-$69,999
$70,000-$89,999
$90,000-$119,999
$120,000 and over
[goto INDRETAC]
Section #
Part
Variable Name
Question Text
Skip Instructions
22
A
INDRETAC
During the last 12 months, did [fill: you/NAME] place any money in a
retirement plan such as an Individual Retirement Account (IRA) or
Keogh? Do not include rollovers.
<1>
<2,D,R>
[goto INDRETX]
[goto SOCSECIN]
1. Yes
2. No
22
A
INDRETX
How much?
<1-99999999,D,R>
22
A
SOCSECIN
During the last 12 months, did [fill: you/NAME] receive, from the US
Government, any money from-
<1,2,D,R>
[goto SOCSECIN]
[goto RRRETINC]
Social Security checks?
1. Yes
2. No
22
A
RRRETINC
During the last 12 months, did [fill: you/NAME] receive, from the US
Government, any money from-
<1,2,D,R>
[if SOCSECIN is 1 or
RRRETINC is 1, goto RRRETIRX]
[else, goto SUPPLINC]
Railroad Retirement checks?
1. Yes
2. No
22
22
A
A
RRRETIRX
RRRETIRB
What was the amount of the last Social Security or Railroad Retirement
payment received?
(Book) 48
<1-99999999>
INCMEDCR]
[goto
[goto
<1-10,D,R>
[goto INCMEDCR]
<1,2,D,R>
[goto SS_RRQ]
Could you tell me which range on CARD B best reflects the amount of
[fill: your/NAME's] last Social Security or Railroad Retirement payment
during the last 12 months?
1.
2.
3.
4.
5.
6.
22
A
INCMEDCR
Less than $300
$300-$399
$400-$499
$500-$599
$600-$699
$700-$799
7.
8.
9.
10.
$800-$899
$900-$999
$1,000-$1,499
$1,500 and over
Is this amount AFTER the deduction for a Medicare premium?
1. Yes
2. No
Section #
Part
Variable Name
Question Text
Skip Instructions
22
A
SS_RRQ
During the last 12 months, how many Social Security or Railroad
Retirement payments did
[fill: you/NAME] receive?
<1-52,D,R>
22
A
SUPPLINC
During the last 12 months, did [fill: you/NAME] receive any-
<1,2,D,R>
[goto SUPPLINC]
[goto SLSSI]
Supplemental Security Income (SSI) payments from the US Government?
1. Yes
22
A
SLSSI
During the last 12 months, did [fill: you/NAME] receive anySupplemental Security Income (SSI) payments from the STATE or
LOCAL government?
<1,2,D,R>
[if SUPPLINC is 1 or
SLSSI is 1, goto SSIX]
[else, goto
S22A_CHECK]
1. Yes
2. No
22
A
SSIX
During the last 12 months, how much did [fill: you/NAME] receive in
Supplemental Security Income checks from ALL government sources?
<1-99999999>
[goto S22A_CHECK]
22
A
SSIB
(Book) 49
<1-12,D,R>
[goto S22A_CHECK]
Could you tell me which range on CARD C best reflects the amount [fill:
your/NAME] received in Supplemental Security income from all
government sources during the last 12 months?
1.
2.
3.
4.
5.
6.
22
B
INTEARN
$0-$999
$1,000-$1,999
$2,000-$2,999
$3,000-$3,999
$4,000-$4,999
$5,000-$9,999
7.
8.
9.
10.
11.
12.
$10,000-$14,999
$15,000-$19,999
$20,000-$29,999
$30,000-$39,999
$40,000-$49,999
$50,000 and over
Up until this point, we have discussed earnings for individual members.
Now, I would like to talk to you about your CU as a whole.
During the last 12 months, did [fill: YOU_ANYMEM] receive income
from any of the followingInterest on bank accounts, money market funds, CD's, or bonds?
1. Yes
2. No
<1>
<2,D,R>
[goto INTEARNX]
[goto FINANING]
Section #
Part
Variable Name
Question Text
Skip Instructions
22
B
INTEARNX
What was the total amount received by all CU members?
<1-99999999>
22
B
INTERNB
(Book) 49
<1-12,D,R>
[goto FINANING]
[goto INTERNB]
[goto FINANING]
Could you tell me which range on CARD C best reflects the total amount
of interest received by all CU members during the last 12 months?
1.
2.
3.
4.
5.
6.
22
B
FINANING
$0-$999
$1,000-$1,999
$2,000-$2,999
$3,000-$3,999
$4,000-$4,999
$5,000-$9,999
7.
8.
9.
10.
11.
12.
$10,000-$14,999
$15,000-$19,999
$20,000-$29,999
$30,000-$39,999
$40,000-$49,999
$50,000 and over
During the last 12 months, did [fill: YOU_ANYMEM] receive any-
<1>
<2,D,R>
[goto FININCX]
[goto PENSIONS]
REGULAR income from dividends, trusts, estates or royalties?
1. Yes
2. No
22
B
FININCX
What was the total amount received by all CU members?
<1-99999999>
[goto PENSIONS]
22
B
FININCB
(Book) 49
<1-12,D,R>
[goto PENSIONS]
Could you tell me which range on CARD C best reflects the total amount
of income from dividends, trusts, estates or royalties during the last 12
months?
22
B
PENSIONS
1. $0-$999
7. $10,000-$14,999
2. $1,000-$1,999
8. $15,000-$19,999
3. $2,000-$2,999
9. $20,000-$29,999
4. $3,000-$3,999
10. $30,000-$39,999
5. $4,000-$4,999
11. $40,000-$49,999
6. $5,000-$9,999
12. $50,000 and over
During the last 12 months, did [fill: YOU_ANYMEM] receive income
from-
<1>
<2,D,R>
[goto PENSIONX]
[goto UNEMPCMP]
Retirement, disability and survivor pensions or annuities from private
companies, military, Government, IRA or Keogh?
1. Yes
22
B
PENSIONX
What was the total amount received by all CU members?
<1-99999999>
[goto UNEMPCMP]
Section #
Part
Variable Name
Question Text
Skip Instructions
22
B
PENSIONB
(Book) 49
<1-12,D,R>
[goto
Could you tell me which range on CARD C best reflects the total amount
of retirement pensions and annuities during the last 12 months?
1.
2.
3.
4.
5.
6.
22
B
UNEMPCMP
$0-$999
$1,000-$1,999
$2,000-$2,999
$3,000-$3,999
$4,000-$4,999
$5,000-$9,999
7.
8.
9.
10.
11.
12.
$10,000-$14,999
$15,000-$19,999
$20,000-$29,999
$30,000-$39,999
$40,000-$49,999
$50,000 and over
During the last 12 months, did [fill: YOU_ANYMEM] receive any
income from-
<1>
<2,D,R>
[goto UNEMPLX]
[goto COMPENSN]
Unemployment compensation or supplemental unemployment
compensation?
1. Yes
22
B
UNEMPLX
What was the total amount received by all CU members?
<1-99999999>
22
B
UNEMPLB
(Book) 49
<1-12,D,R>
[goto COMPENSN]
[goto UNEMPLB]
[goto COMPENSN]
Could you tell me which range on CARD C best reflects the total amount
received in unemployment compensation during the last 12 months?
1.
2.
3.
4.
5.
6.
22
B
COMPENSN
$0-$999
$1,000-$1,999
$2,000-$2,999
$3,000-$3,999
$4,000-$4,999
$5,000-$9,999
7.
8.
9.
10.
11.
12.
$10,000-$14,999
$15,000-$19,999
$20,000-$29,999
$30,000-$39,999
$40,000-$49,999
$50,000 and over
During the last 12 months, did [fill: YOU_ANYMEM] receive any
income from-
<1>
<2,D,R>
[goto COMPENSX]
[goto FOODSMP]
Worker's compensation or veteran's benefits including the GI Bill but not
including military retirement?
1. Yes
2. No
22
B
COMPENSX
What was the total amount received by all CU members?
<1-99999999>
[goto FOODSMP]
[goto COMPENSB]
Section #
Part
Variable Name
Question Text
Skip Instructions
22
B
COMPENSB
(Book) 49
<1-12,D,R>
[goto FOODSMP]
Could you tell me which range on CARD C best reflects the total amount
of income from worker's compensation during the last 12 months?
1.
2.
3.
4.
5.
6.
22
B
FOODSMP
$0-$999
$1,000-$1,999
$2,000-$2,999
$3,000-$3,999
$4,000-$4,999
$5,000-$9,999
7.
8.
9.
10.
11.
12.
$10,000-$14,999
$15,000-$19,999
$20,000-$29,999
$30,000-$39,999
$40,000-$49,999
$50,000 and over
During the last 12 months, did [fill: YOU_ANYMEM] receive any-
<1>
<2,D,R>
[goto FOODSMPX]
[goto WELFARE]
Food stamps or food stamp money on an EBT card?
* Include any SNAP (Supplemental Nutrition Assistance Program)
benefits received.
1. Yes
2. No
22
B
FOODSMPX
What was the value of all food stamps or food stamp money received on
an EBT card?
<1-99999999>
22
B
FOODSMPB
(Book) 49
<1-12,D,R>
[goto WELFARE]
[goto FOODSMPB]
[goto WELFARE]
Could you tell me which range on CARD C best reflects the total value of
all food stamps or food stamp money on an EBT card received in the
last 12 months?
1.
2.
3.
4.
5.
6.
22
B
WELFARE
$0-$999
$1,000-$1,999
$2,000-$2,999
$3,000-$3,999
$4,000-$4,999
$5,000-$9,999
7.
8.
9.
10.
11.
12.
$10,000-$14,999
$15,000-$19,999
$20,000-$29,999
$30,000-$39,999
$40,000-$49,999
$50,000 and over
During the last 12 months, did [fill: YOU_ANYMEM] receive cash
assistance from any state or local government welfare program, such as
TANF, or short-term emergency help? This would include checks, direct
deposits, or EBT cards, but would not include food stamps.
1. Yes
2. No
<1>
<2,D,R>
[goto WELFAREX]
[goto INC_LOSS]
Section #
Part
Variable Name
Question Text
Skip Instructions
22
B
WELFAREX
How much cash assistance did you receive last year?
<1-99999999>
22
B
WELFAREB
(Book) 49
<1-12,D,R>
[goto INC_LOSS]
[goto WELFAREB]
[goto INC_LOSS]
Could you tell me which range on CARD C best reflects the total amount
of income from cash assistance from state or local government welfare
programs during the last 12 months?
1.
2.
3.
4.
5.
6.
22
B
INC_LOSS
$0-$999
$1,000-$1,999
$2,000-$2,999
$3,000-$3,999
$4,000-$4,999
$5,000-$9,999
7.
8.
9.
10.
11.
12.
$10,000-$14,999
$15,000-$19,999
$20,000-$29,999
$30,000-$39,999
$40,000-$49,999
$50,000 and over
During the last 12 months, did [fill: YOU_ANYMEM] have any net
income or loss from any type of rental rooms or living units?
<1>
<2,D,R>
[goto INCLOSSA]
[goto CHDSUP]
1. Yes
2. No
22
B
INCLOSSA
How much net income or loss was received from roomers or boarders?
<0>
<1-99999999>
22
B
INCLOSAB
(Book) 49
<0-12,D,R>
[goto INCLOSSB]
[goto INCLOSSN]
[goto INCLOSAB]
[goto INCLOSSB]
Could you tell me which range on CARD C best reflects your net income
or loss from roomers or boarders?
0.
1.
2.
3.
4.
5.
6.
22
B
INCLOSSN
Loss
$1-$999
$1,000-$1,999
$2,000-$2,999
$3,000-$3,999
$4,000-$4,999
$5,000-$9,999
7.
8.
9.
10.
11.
12.
$10,000-$14,999
$15,000-$19,999
$20,000-$29,999
$30,000-$39,999
$40,000-$49,999
$50,000 and over
* Do not read.
Was this an income or a loss?
1. Loss
2. Income
<1,2,D>
[goto INCLOSSB]
Section #
Part
Variable Name
Question Text
Skip Instructions
22
B
INCLOSSB
How much net income or loss was received from other rental units?
<0>
<1-99999999>
22
B
INCLOSBB
(Book) 49
<0-12,D,R>
[goto CHDSUP]
<1, 2, D>
[goto CHDSUP]
[goto CHDSUP]
[goto INCLOSBN]
Could you tell me which range on CARD C best reflects your net income
or loss from other rental units during the last 12 months?
0. Loss
1. $1-$999
2. $1,000-$1,999
3. $2,000-$2,999
4. $3,000-$3,999
5. $4,000-$4,999
6. $5,000-$9,999
22
B
INCLOSBN
7.
8.
9.
10.
11.
12.
$10,000-$14,999
$15,000-$19,999
$20,000-$29,999
$30,000-$39,999
$40,000-$49,999
$50,000 and over
* Do not read.
Was this an income or a loss?
1. Loss
2. Income
22
B
CHDSUP
During the last 12 months, did [fill: YOU_ANYMEM] receive any
income from child support?
<1>
<2,D,R>
[goto CHDLMP ]
[goto ALIMSUP ]
1. Yes
2. No
22
B
CHDLMP
Did you receive a one time lump sum payment for child support?
<1>
<2,D,R>
[goto CHDLMPX]
[goto CHDSPOTH]
<0-99999999>
[goto CHDSPOTH]
[goto CHDLMPB]
1. Yes
2. No
22
B
CHDLMPX
What was the total amount of lump sum payments for child support
received by ALL CU members in the
last 12 months?
Section #
Part
Variable Name
Question Text
Skip Instructions
22
B
CHDLMPB
(Book) 49
<1-12,D,R>
[goto CHDSPOTH]
Could you tell me which range on CARD C best reflects the total amount
received in lump sum payments for child support by ALL CU members
during the last 12 months?
1.
2.
3.
4.
5.
6.
22
B
CHDSPOTH
$0-$999
$1,000-$1,999
$2,000-$2,999
$3,000-$3,999
$4,000-$4,999
$5,000-$9,999
7.
8.
9.
10.
11.
12.
$10,000-$14,999
$15,000-$19,999
$20,000-$29,999
$30,000-$39,999
$40,000-$49,999
$50,000 and over
Did you receive any child support payments in other than a lump sum
amount?
<1>
<2,D,R
[goto CHDOTHX]
[goto ALIMSUP]
1. Yes
2. No
22
B
CHDOTHX
What was the total amount of non-lump sum payments received by ALL
CU members in the last 12 months?
<1-9999999>
ALIMSUP]
22
B
CHDOTHB
(Book) 49
<1-12,D,R>
[goto
[goto ALIMSUP]
Could you tell me which range on CARD C best reflects the total amount
received in child support
payments, other than lump sum amounts, by ALL CU members during
the last 12 months?
1.
2.
3.
4.
5.
6.
22
B
ALIMSUP
$0-$999
$1,000-$1,999
$2,000-$2,999
$3,000-$3,999
$4,000-$4,999
$5,000-$9,999
7.
8.
9.
10.
11.
12.
$10,000-$14,999
$15,000-$19,999
$20,000-$29,999
$30,000-$39,999
$40,000-$49,999
$50,000 and over
During the last 12 months, did [fill: YOU_ANYMEM] receive any
REGULAR income fromAlimony?
1. Yes
2. No
<1,2,D,R>
[goto OTHCONT]
Section #
Part
Variable Name
Question Text
Skip Instructions
22
B
OTHCONT
During the last 12 months, did [fill: YOU_ANYMEM] receive any
REGULAR income from-
<1,2,D,R>
[if ALIMSUP is 1
or OTHCONT is 1, goto ALIOTHX]
[else, goto
LUMPSUM]
Other sources such as from persons outside your CU?
1. Yes
2. No
22
B
ALIOTHX
Altogether, what was the total amount received by all CU members from
alimony and other sources in the last 12 months?
<1-99999999>
22
B
ALIOTHB
(Book) 49
<1-12,D,R>
[goto LUMPSUM]
[goto LUMPSUM]
Could you tell me which range on CARD C best reflects the total amount
received in alimony and other sources during the last 12 months?
1.
2.
3.
4.
5.
6.
22
B
LUMPSUM
$0-$999
$1,000-$1,999
$2,000-$2,999
$3,000-$3,999
$4,000-$4,999
$5,000-$9,999
7.
8.
9.
10.
11.
12.
$10,000-$14,999
$15,000-$19,999
$20,000-$29,999
$30,000-$39,999
$40,000-$49,999
$50,000 and over
During the last 12 months, did [fill: YOU_ANYMEM] receive any-
<1>
<2,D,R>
[goto LUMPSUMX]
[goto SALEINC]
Lump sum payments from insurance, estates, trusts, royalties, alimony,
prizes or games of chance, or from persons outside your CU?
1. Yes
2. No
22
22
B
B
LUMPSUMX
LUMPSUMB
What was the total amount received by all CU members?
(Book) 49
<1-12,D,R>
Could you tell me which range on CARD C best reflects the total lump
sum payments during the last 12 months?
1.
2.
3.
4.
5.
6.
$0-$999
$1,000-$1,999
$2,000-$2,999
$3,000-$3,999
$4,000-$4,999
$5,000-$9,999
<1-99999999>
SALEINC]
7.
8.
9.
10.
11.
12.
$10,000-$14,999
$15,000-$19,999
$20,000-$29,999
$30,000-$39,999
$40,000-$49,999
$50,000 and over
[goto
[goto
[goto SALEINC]
Section #
Part
Variable Name
Question Text
Skip Instructions
22
B
SALEINC
During the last 12 months, did [fill: YOU_ANYMEM] receive any-
<1>
<2,D,R>
[goto SALEINCX]
[goto OTHERINC]
Money from the sale of household furnishings, equipment, clothing,
jewelry, pets, or other belongings, not including the sale of vehicles or
real estate?
1. Yes
22
B
SALEINCX
What was the total amount received by all CU members?
<1-99999999>
[goto OTHERINC]
[goto SALEINCB]
22
B
SALEINCB
(Book) 49
<1-12,D,R>
[goto OTHERINC]
Could you tell me which range on CARD C best reflects the total amount
received from these sales during the last 12 months?
1.
2.
3.
4.
5.
6.
22
B
OTHERINC
$0-$999
$1,000-$1,999
$2,000-$2,999
$3,000-$3,999
$4,000-$4,999
$5,000-$9,999
7.
8.
9.
10.
11.
12.
$10,000-$14,999
$15,000-$19,999
$20,000-$29,999
$30,000-$39,999
$40,000-$49,999
$50,000 and over
During the last 12 months, did [fill: YOU_ANYMEM] receive any-
<1>
<2,D,R>
[goto OTHRINCX]
[goto FEDREFNO]
[goto FEDREFNO]
[goto OTHRINCB]
Other money income, including money received from cash scholarship
and fellowships, stipends not based on working, or from the care of foster
children?
1. Yes
2. No
22
B
OTHRINCX
What was the total amount received by all CU members?
<1-99999999>
22
B
OTHRINCB
(Book) 49
<1-12, D,R>
Could you tell me which range on CARD C best reflects the total amount
of other money income received during the last 12 months?
1.
2.
3.
4.
5.
6.
$0-$999
$1,000-$1,999
$2,000-$2,999
$3,000-$3,999
$4,000-$4,999
$5,000-$9,999
7.
8.
9.
10.
11.
12.
$10,000-$14,999
$15,000-$19,999
$20,000-$29,999
$30,000-$39,999
$40,000-$49,999
$50,000 and over
[goto FEDREFNO]
Section #
Part
Variable Name
Question Text
Skip Instructions
22
B
FEDREFNO
During the last 12 months, did [fill: YOU_ANYMEM] receive any
REFUNDS from any of the following-
<1>
<2,D,R>
[goto FEDRFNDX]
[goto SLREFUND]
Federal income tax?
1. Yes
2. No
22
B
FEDRFNDX
What was the total amount received by ALL CU members?
<1-99999999,D,R>
SLREFUND]
22
B
SLREFUND
During the last 12 months, did [fill: YOU_ANYMEM] receive any
REFUNDS from any of the following-
<1>
<2,D,R>
[goto
[goto SLRFUNDX]
[goto SSOVERPM]
State and local income tax?
1. Yes
2. No
22
B
SLRFUNDX
What was the total amount received by ALL CU members?
<1-99999999,D,R>
SSOVERPM]
22
B
SSOVERPM
During the last 12 months, did [fill: YOU_ANYMEM] receive any
REFUNDS from any of the following-
<1>
<2,D,R>
[goto
[goto SSOVERPX]
[goto INSRFND]
Overpayment on Social Security?
1. Yes
2. No
22
B
SSOVERPX
What was the total amount received by ALL CU members?
<1-99999999,D,R>
INSRFND]
22
B
INSRFND
During the last 12 months, did [fill: YOU_ANYMEM] receive any
REFUNDS from any of the following-
<1>
<2,D,R>
[goto
[goto INSRFNDX]
[goto PTAXRFND]
Insurance policies?
1. Yes
2. No
22
B
INSRFNDX
What was the total amount received by ALL CU members?
<1-99999999,D,R>
PTAXRFND]
[goto
Section #
Part
Variable Name
Question Text
Skip Instructions
22
B
PTAXRFND
During the last 12 months, did [fill: YOU_ANYMEM] receive any
REFUNDS from any of the following-
<1>
<2,D,R>
[goto PTAXRFDX]
[goto OTHRFND]
Property taxes?
1. Yes
2. No
22
B
PTAXRFDX
What was the total amount received by ALL CU members?
<1-99999999,D,R>
OTHRFND]
22
B
OTHRFND
During the last 12 months, did [fill: YOU_ANYMEM] receive any
REFUNDS from any of the following-
<1>
<2,D,R>
[goto
[goto RFNDOTH]
[goto PDFEDTAX]
Other sources, including any other taxes?
1. Yes
2. No
22
B
RFNDOTH
* Specify:
<30 characters>
22
B
OTHRFNDX
What was the total amount received by ALL CU members?
<1-99999999,D,R>
PDFEDTAX]
22
B
PDFEDTAX
During the last 12 months, did [fill: YOU_ANYMEM] PAY any of the
following-
<1>
<2,D,R>
[goto
[goto
[goto FEDTAXX]
[goto PDSLTAX]
Federal income tax in addition to that withheld from earnings?
1. Yes
2. No
22
B
FEDTAXX
What was the total amount paid by ALL CU members?
<1-99999999,D,R>
PDSLTAX]
22
B
PDSLTAX
During the last 12 months, did [fill: YOU_ANYMEM] PAY any of the
following-
<1>
<2,D,R>
[goto
[goto SLOCTAXX]
[goto TAXPROP]
State and local income tax in additon to that withheld from earnings?
1. Yes
2. No
22
B
SLOCTAXX
What was the total amount paid by ALL CU members?
<1-99999999,D,R>
[goto TAXPROP]
Section #
Part
Variable Name
Question Text
Skip Instructions
22
B
TAXPROP
During the last 12 months, did [fill: YOU_ANYMEM] PAY any of the
following-
<1>
<2,D,R>
[goto TAXPROPX]
[goto MISCTAX]
Personal property taxes for vehicles?
1. Yes
2. No
22
B
TAXPROPX
What was the total amount paid by ALL CU members?
<1-99999999,D,R>
22
B
MISCTAX
During the last 12 months, did [fill: YOU_ANYMEM] PAY any of the
following-
<1>
<2,D,R>
[goto MISCTAX]
[goto MISCOTH]
[goto S22B_END]
Personal property taxes and other taxes not reported elsewhere?
Do not include Social Security tax for the self-employed or real estate
taxes.
22
B
MISCOTH
1. Yes
2. No
* Specify:
22
B
NONEMORT
**Check Item**
22
B
MISCTAXX
What was the total amount paid by ALL CU members?
<1-99999999,D,R> [If AGE62 ne 1 goto
S22B_END], else ( If AGE62 = 1 AND
NONEMORT =1) goto REVSMORT
22
B
REVSMORT
[Fill:Do/Does] [Fill:YOU_YRCU] have a Reverse Mortgage on this
home?
1. Yes
<1> [goto TYPEPAY]
<2, D, R> [goto 22B_END]
22
B
TYPEPAY
You can be paid in several ways fromthis mortgage a reverse mortgage.
How are you paid from this mortgage?
<1,2,3, 77, R> [goto TYPEPYX]
<4> [goto TYPPYOTH]
<30 characters>
[goto
* Mark all that apply, separate with commas.
1. Lump Sum
2. Regular monthly payment
3. Credit Line account
4. Other
77 Don't know
22
B
TYPPYOTH
Specify:
<30 characters> [goto TYPEPYX]
22
B
TYPEPYX
Since the first of [fill: REF_MONTH], how much [Fill: HAVE_HAS]
[fill: YOU_YRCU] received from this mortgage?
<0-99999, D, R> [goto 22B_END]
Section #
Part
Variable Name
Question Text
Skip Instructions
22
G
SAVACCTX
Now I am going to ask you about changes in assets.
<0-99999999,D,R>
[goto
On the last day of [fill: LAST_MON], what was the total amount your
CU had inSavings accounts in banks, savings and loans, credit unions and similar
accounts?
22
G
CKBKACTX
On the last day of [fill: LAST_MON], what was the total amount your
CU had in -
<0-99999999,D,R>
USBNDX]
[goto
<0-99999999,D,R>
COMPSAV]
[goto
Checking accounts, brokerage accounts and other similar accounts?
22
G
USBNDX
On the last day of [fill: LAST_MON], what was the total amount your
CU had in U.S. Savings bonds?
22
G
COMPSAV
How does the amount your CU had on the last day of [fill: LAST_MON]
compare with the amount your CU had on the last day of [fill:
LAST_MON] one year ago in -
<1,D,R>
<2,3>
[goto COMPCKG]
[goto COMPSAVX]
Savings accounts?
1. Same
2. More
3. Less
22
G
COMPSAVX
How much [fill: more/less]?
<1-999999999,D,R>
COMPCKG]
22
G
COMPCKG
How does the amount your CU had on the last day of [fill: LAST_MON]
compare with the amount your CU had on the last day of [fill:
LAST_MON] one year ago in -
<1,D,R>
<2,3>
[goto
[goto COMPBND]
[goto COMPCKGX]
Checking accounts?
1. Same
2. More
3. Less
22
G
COMPCKGX
How much [fill: more/less]?
<1-99999999,D,R>
COMPBND]
[goto
Section #
Part
Variable Name
Question Text
Skip Instructions
22
G
COMPBND
How does the amount your CU had on the last day of [fill: LAST_MON]
compare with the amount your CU had on the last day of [fill:
LAST_MON] one year ago in -
<1,D,R>
<2,3>
[goto SECOWND]
[goto COMPBNDX]
U.S. Savings bonds?
1. Same
2. More
3. Less
22
G
COMPBNDX
How much [fill: more/less]?
<1-99999999,D,R>
SECOWND]
22
G
SECOWND
Did [fill: YOU_ANYMEM] own any securities, such as stocks, mutual
funds, private bonds, government bonds, or Treasury notes on the last
day of [fill: LAST_MON]?
<1>
<2,D,R>
[goto
[goto SECESTX]
[goto PURSSEC]
1. Yes
2. No
22
G
SECESTX
What was the estimated value of all such securities on the last day of [fill:
LAST_MON]?
<1-99999999,D,R>
COMPSEC]
22
G
COMPSEC
How does this compare with the value of such securities your CU held on
the last day of
[fill: LAST_MON] one year ago?
<1,D,R>
<2,3>
[goto
[goto PURSSEC]
[goto COMPSECX]
1. Same
2. More
3. Less
22
G
COMPSECX
How much [fill: more/less]?
<1-99999999,D,R>
22
G
PURSSEC
During the last 12 months, did [fill: YOU_ANYMEM] PURCHASE any
stocks, mutual funds or bonds?
<1>
<2,D,R>
[goto
[goto PURSSECX]
[goto SELLSEC]
1. Yes
2. No
22
G
PURSSECX
What was the total purchase price including broker fees?
<1-99999999,D,R>
22
G
SELLSEC
During the last 12 months, did [fill: YOU_ANYMEM] SELL any stocks,
mutual funds, or bonds?
<1>
<2,D,R>
1. Yes
2. No
[goto
[goto SELLSECX]
[goto COLPLAN]
Section #
Part
Variable Name
Question Text
Skip Instructions
22
G
SELLSECX
What was the net amount received from sales after subtracting broker
<1-99999999,D,R>
22
G
COLPLAN
During the last 12 months, did [fill: YOU_ANYMEM] put any money
into a tax-deferred or
tax-free educational savings plan, such as, section 529 plan, state
sponsored pre-paid
tuition plans, or educational IRA's for [fill: yourself/yourself or
someone in your CU]?
22
G
COLPLANX
[goto
<1>
[goto COLPLANX]
<2,D,R> [goto BSINVST]
<1-99999999, D, R> [goto BSINVST]
How much?
22
G
BSINVST
During the last 12 months, did [fill: YOU_ANYMEM] make any
investments to your own business or farm?
<1>
<2,D,R>
[goto BSINVSTX]
[goto WDBSAST]
1. Yes
2. No
22
G
BSINVSTX
How much did you invest?
<1-99999999,D,R>
WDBSAST]
22
G
WDBSAST
During the last 12 months, did [fill: YOU_ANYMEM] withdraw any
assets from your own business or farm?
<1>
<2,D,R>
[goto
[goto WDBSASTX]
[goto WDBSGDS]
1. Yes
2. No
22
G
WDBSASTX
What was the value of such assets?
<1-99999999,D,R>
WDBSGDS]
22
G
WDBSGDS
During the last 12 months, were any goods or services from your own
business or farm withdrawn for personal use?
<1>
<2,D,R>
[goto
[goto WDBSGDSX]
[goto MONYOWE]
1. Yes
2. No
22
G
WDBSGDSX
What was the value of these goods or services?
<1-99999999,D,R>
MONYOWE]
22
G
MONYOWE
On the last day of [fill: LAST_MON], did anyone outside of your CU
owe money to [fill: YOU_ANYMEM]?
<1>
<2,D,R>
1. Yes
2. No
[goto
[goto COMPOWD]
[goto MONYOWD]
Section #
Part
Variable Name
Question Text
Skip Instructions
22
G
COMPOWD
How does the amount owed to your CU on the last day of [fill:
LAST_MON] compare with the amount owed to your CU by persons
outside your CU on the last day of [fill: LAST_MON] one year ago?
<1,D,R>
<2,3>
[goto MONYOWD]
[goto COMPOWDX]
1. Same
2. More
3. Less
22
G
COMPOWDX
How much [fill: more/less]?
<1-99999999,D,R>
MONYOWD]
22
G
MONYOWD
Did anyone outside of your CU owe money to [fill: YOU_ANYMEM] on
the last day of [fill: LAST_MON] ONE YEAR AGO?
<1>
[goto
[goto MONYOWDX]
1. Yes
2. No
22
G
MONYOWDX
How much was owed?
<1-99999999,D,R>
SETLINS]
22
G
SETLINS
During the last 12 months, did [fill: YOU_ANYMEM] receive settlement
on surrender of any insurance policies (life or annuity)?
<1>
<2,D,R>
[goto
[goto SETLINSX]
[goto S22G_END]
1. Yes
2. No
22
G
SETLINSX
How much did you receive?
<1-99999999,D,R>
22
G
COLP_ANX
** OUT VARIABLE**
BACK
-
SKIP_CHECK
Some Sections have been skipped.
Is there anyone in the household now that would be able
to provide information on:
[goto
<1> [goto SK_RESP]
<2> [goto APPTOTH]
<3> [goto DONE]
* Press Shift-F5 to view the status table
1. Yes
2. No
3 Battery problem
BACK
-
SK_RESP
<1-30, 95> [goto SK_RESP2]
* Ask if necessary:
With whom am I speaking?
ENTER LINE NUMBER or 95. For proxy respondent
Section #
Part
Variable Name
Question Text
BACK
-
SK_RESP2
ERROR SCREEN
--------------------------------
Skip Instructions
* Press F8 and select the section to return to.
BACK
-
APPTOTH
I'd like to schedule a DATE to
[Fill: conduct/complete] the interview.
What DATE AND TIME would be best to visit again?
* Today is: [Fill: current date]
problem
<25 characters> [goto THANKCB]
[goto DONE]
[If outcome eq 202 goto
CBREF]
[goto VERIFY_INFO]
* B. Battery
* Missing Sections: Press shift-F5 to view the status table
BACK
-
CBREF
<1> [goto VERIFY_INFO]
*
Exit this case now. Call the case up again and make it a TYPE A
non-interview
before transmitting.
1. Enter 1 to Continue
BACK
-
THANKCB
<1> [goto VERIFY_INFO]
Thank you.
I will come back at the time suggested
* Revisit: [Fill: APPTOTH]
1. Enter 1 to Continue
BACK
-
DK_CHECK
* Are there any Don't Know items that you need to callback for?
<1>
<2>
[goto DK_APPT]
[goto THANKYOU]
* Press Ctrl-M to review all Don't Knows
1. Yes
2. No
BACK
-
DK_APPT
I'd like to schedule a DATE to complete the missing items.
What DATE AND TIME would be best to visit you again?
* Today is: [Fill: current date]
* DK Items: Press Ctrl-M to review all Don't Knows
<25 characters>
[goto DK_THANK]
Section #
Part
Variable Name
BACK
-
DK_THANK
Question Text
Skip Instructions
Thank you.
<1> [goto VERIFY_INFO]
I will come back at the time suggested.
* Revisit: [Fill: DK_APPT]
1. Enter 1 to Continue
BACK
-
THANKYOU
<1> [goto HOW_INTV]
This concludes the interview. Thank you for your patience, and for
taking the time to answer
our questions.
Let me remind you that the information you provide is very valuable
because it is used to
update the Consumer Price Index, which is one of our nation's leading
economic indicators.
That is why we sincerely appreciate your participation in this survey
[Fill: and look forward to your continued cooperation when we contact
you again in 3 months].
* Interview number: [Fill:
INTNMBR]
* NOTE: Inform the respondent that a supervisor may call them to
conduct re-interview.
Explain re-interview as needed.
1. Enter 1 to Continue
BACK
-
THANK2
Thank you for your time. You've been very helpful.
NOTE: Inform the respondent that a supervisor
may call them to conduct re-interview.
Explain re-interview as needed.
* Interview number: [Fill: INTNMBR]
1. Enter 1 to Continue
<1> [If BCNAME isn’t blank goto
VERIFY_INFO]
[If NONTYP = 1 AND
SECTCOMP(2,3) = 1 OR if NONTYP =1,
2, 3 then goto TELPV]
[goto DONE]
Section #
Part
Variable Name
BACK
-
TRANS
Question Text
* Are you ready to transmit this case?
Skip Instructions
<1> [goto MISS_SEC]
<2> [goto VERIFY_INFO]
1. Yes
2. No
BACK
-
MISS_SEC
<30 characters>
[goto TELPV]
* No survey data were collected for a required section(s) in a 302
interview.
Press F5 to view status table.
Enter the reason that best describes why survey data was not
BACK
-
HOW_INTV
* How did you collect the data for this [fill:
first/second/third/fourth/fifth] interview for this CU?
<1, 6> goto SNGL_INT
<2> goto TEL_RESN
<3, 4, 5> goto TEL_SECT
1. Personal visit for all sections
2. Personal visit for all sections, but telephone followup for some
questions
3. Personal visit for more than half of the sections, the rest by telephone
BACK
-
SNGL_INT
4. Equally split between personal visit and telephone
5. Telephone for more than half of the sections, the rest by personal
* Were you able to conduct the interview in a single [fill: visit/call]?
<1, 2> [If HOW_INTV = 6 goto
TEL_RESN] else goto CONVREF
1. Yes
2. No
BACK
-
TEL_SECT
* Which of these sections did you collect entirely by telephone?
Enter all that apply, separate with commas
Do not select 6 or 7 if any part of the section was collected in person
1. Section 3 Housing - rent, mortgage, home equity loans.
2. Section 4 Utilities/Communications (electricity, heating, telephone,
cable, internet).
3. Section 6 Appliances
4. Section 8 Home Furnishings
5. Section 9 Clothing
6. Sections 10, 11, and 12 Vehicle Expenses
7. Sections 13 and 14 Insurance
8. Section 15 Medical/Health Expenses
9. Section 18 Trips and Vacations
10. Section 22 Work Experience and Income
<1-10> [Goto TEL_RSN]
Section #
Part
Variable Name
Question Text
Skip Instructions
BACK
-
TEL_RESN
* What was the main reason for collectiong data by telephone?
<1-7> goto CONVREF
<8> goto OTHTLRSN
1. Barriers to reaching the sample unit (i.e., doorman, security, dog).
2. Collecting data from additional respondent(s) in CU.
3. Excessive distance or travel time to sample unit.
4. Respondent called FR to do interview.
5. Respondent only available by telephone (scheduling issues).
6. Respondent refused personal visit.
7. Respondent requested telephone interview.
8. Other (Specify)
BACK
-
OTHTLRSN
BACK
-
TELPV
*Specify
*
<30 characters> goto CONVREF
How did you collect MOST of the data for this case?
(Include follow-ups)
<1,2> [If NONTYPE = 1,2, 3 goto
DONE] else [if NONTYP=1 AND
SECTCOMP(2 or 3) =1 AND
1. By personal visit
2. By phone
BACK
-
CONVREF
? [F1]
*
<1, 2> [ goto RESPON]
Was this a converted refusal?
1. Yes
2. No
Section #
Part
Variable Name
Question Text
Skip Instructions
BACK
-
H_CNREF
How do I answer the converted refusal question?
goto CONVREF
*Answer YES if :
- In the current interviewing period, the case was coded (or declared) a
Type A by the original FR, and the Regional Office or an SFR reassigned
the case to another FR 9or SFR) who obtained the interview, or the
original FR was instructed to follow-up on the case and the follow-up
resulted in an interview.
- The initial refusal received in this interviewing period was a refusal for
the entire CU, not just a refusal for a particular member in the CU.
*Answer NO if:
- In a previous interviewing period, the case was coded as a Type A but
was never a "hard refusal" in the current interviewing period.
- A "soft refusal" is given in the current interviewing period; "soft
refusals" include respondents repeatedly rescheduling appointments to do
the interview, respondents not responding to messages left by you, or
respondents only wanting to do the interview with a certain FR or certain
type of FR, for example, the respondent only wants to talk to a female
FR.
- Respondents who are reluctant initially, but never actually refuse to do
the interview.
- A language barrier was the primary reason for the initial refusal to
complete the interview.
The initial refusal was for an individual member of the CU, not a refusal
BACK
-
RESPON
<1-30, 95>
[goto OTHRESP]
* Enter the line number of the MAIN respondent.
[Display household roster]
95. Proxy Respondent
BACK
-
OTHRSP
<0-30, 95>
*
Enter the line number of ALL OTHER respondents. .
Enter 0 For None
[display household roster]
95. Proxy Respondent
[goto USERECS]
Section #
Part
Variable Name
BACK
-
USERECS
Question Text
*
In this interview, how often did the respondent consult records?
Skip Instructions
<1-3> [goto TYPEREC]
<4>
[goto HOMEFILE]
1. Always or almost always (90% of the time or more)
2. Most of the time (50% to 89% of the time)
3. Occasionally (10% to 49% of the time)
BACK
-
TYPERECS
*
Apart from any utility bills noted in Section 4D, what types of
bills, receipts, or records did the
respondent(s) use to answer expenditure questions?
<1-7, 9>
<8>
[goto HOMEFILE]
[goto SPECRECS]
Enter all that apply, separate with commas
1.
2.
3.
4.
5.
6.
7.
8.
9.
BACK
-
SPECRECS
BACK
-
HOMEFILE
Bills
Checkbook ledger or check stubs
Personal finance or budgeting software records
Receipts of purchase (e.g.sales slips)
Home file (provided by census bureau)
Contracts of agreements
Bank statements or online bill-paying statements
Other-specify
None
* Specify
<30 characters> goto HOMEFILE
<1,2>
[goto INFOBOOK]
* Did you give the respondent a Home File this quarter?
1. Yes
2. No
BACK
-
INFOBOOK
<1,2> [goto LANGUAGE]
* In this interview, did the respondent use the information booklet?
* If reading the book to the respondent, respond no.
1. Yes
BACK
-
LANGUAGE
*
In what language was the interview conducted?
1. English
2. Spanish
3. Other - specify
<1,2>
<3>
[goto VERIFY_INFO]
[goto LANG_SP]
Section #
Part
Variable Name
Question Text
Skip Instructions
BACK
-
LANG_SP
* Specify:
<30 characters>
BACK
-
VERIFY_INFO
*
<1> [If outcome = 200, 202 or 204 goto
DONE]
<2> [goto V_PHONE]
Verify/Change any of the information listed below?
[goto VERIFY_INFO]
Telephone number: [fill: (AREA) PREFIX - SUFFIX] x [fill:
EXTN]
Second Phone: [fill: SPHONE] [fill: SPHEXT]
Best time to call : [Fill: Description for BESTTIME]
Specific best time: [Fill: BESTTIM2]
No Sunday: (Fill: Sunday Interview Okay/No Sunday
Interview)
BACK
-
V_PHONE
1. Enter 1 to Continue
What is your telephone number?
<15 Characters, Empty> [goto V_BSTTI]
Enter 0 for none
BACK
-
V_BSTTI
<1-9, Empty>
[goto V_BSTTI2]
* Best time to contact
1. Morning (9am-12noon)
6. Anytime (9am-
9pm)
2. Noon/lunchtime (11am-1pm)
(7pm-9pm)
7. Late evening/night
3. Afternoon (12noon-4pm)
8. Daytime (9am-4pm)
4 Suppertime/early
evening/dinnertime(4pm-7pm)
BACK
-
V_BSTTI2
9. After 5pm
<30 characters, empty>
[goto V_NOSUN]
* Enter specific best time to contact
BACK
-
V_NOSUN
Would a Sunday interview be acceptable?
1. Yes
2. No
3. Battery problem
<1,2> [If outcome = 200, 202 or 204
goto DONE]
Section #
Part
Variable Name
Question Text
Skip Instructions
CONTROL CARD
-
PRE_CC1
** CHECK ITEM **
[If INTNMBR is 1 or replacement
household (3rd position of CASEID = R)
goto FNAME]
CONTROL CARD
-
STLLIV
I have listed . . . . READ NAMES
Are all of these persons still living or staying here?
<1, 2> [goto PERSTAT]
[fill: * This case is part of a Multi-CU address. There are [fill:
RT8500.TOTALCU] CU's for this address]
[fill: Name of all household members]
1. Yes
2. No
CONTROL CARD
-
PERSTAT
* [fill: Use up/down arrows to move to the correct row for
membership change.
When done, REVIEW/Update demographics. Press END key /
<7, 9, 99>
Use left/right arrows to move to REVIEW/Update demographics.
When done, Press END key ]
7. Delete person
9. Reinstate person
CONTROL CARD
-
FNAME
99. Error - person should not have been listed
[Fill: What are the names of all persons living or staying here?
Start with the name of the person, or one
of the persons, who owns/rents this home/ What is the name of the
<16 characters> [goto LNAME]
<999>
[goto CHECKS]
next person living or staying here?]
CONTROL CARD
-
LNAME
* Enter Last Name
<16 characters>
[goto CU_CODE]
Section #
Part
Variable Name
CONTROL CARD
-
CU_CODE
Question Text
* Ask if not apparent
Skip Instructions
<1-10, D, R>
[goto SEX]
What is [Fill: your/name’s] relationship to [Fill: you/name of
reference person/the owner/renter]?
* If the is the Reference Person, enter 1
(The Reference person is one of the persons who owns or rents
this home.)
1.
2.
3.
4.
5.
6.
7.
8.
9.
Reference person
Spouse (Husband/Wife)
Child or adopted child
Grandchild
In-Law
Brother or Sister
Mother or Father
Other related person (Aunt, Uncle, etc.)
Unrelated Person (Lodger, Lodger’s spouse, foster child,
etc.)
10, Unmarried Partner
CONTROL CARD
-
SEX
*
Ask if not apparent
[Fill: Are you/Is (name)] male or female?
1. Male
2. Female
<1, 2, D, R> [goto AWAY_COL]
Section #
Part
Variable Name
CONTROL CARD
-
ERR_SEX1
Question Text
Soft Edit
------------------------------------------------------------------------------------------------------------------------------* Is one of the following SEX entries incorrent?
* Please Verify
------------------------------------------------------------------------------------------------------------------------------Question involved
| Value
------------------------------------------------------------------------------------------------------------------------------cu_code:Rel
sex:sex
(SEX)
sex:sex
________________________________________________________
_________________________
|
Suppress | | Close |
| Goto |
------------------------------------------------------------------------------------
Skip Instructions
[go back to SEX or Rel as appropriate]
[goto ERR_SEX2]
Section #
Part
Variable Name
Question Text
Skip Instructions
CONTROL CARD
-
ERR_SEX2
Soft Edit
-------------------------------------------------------------------------------------------------------------------------------
[goto AWAY_COL]
You said that [Fill: name] is [Fill: (name of reference person)’s] spouse?
Is that correct?
------------------------------------------------------------------------------------------------------------------------------Question involved
| Value
------------------------------------------------------------------------------------------------------------------------------CU_CODE: Rel
(CU_CODE of refper)
CU_CODE: Rel
(Spouse (husband/wife)
SEX: Sex
________________________________________________________
______________________
| Suppress
|
| Close |
| Goto |
-----------------------------------------------------------------------------------CONTROL CARD
-
AWAY_COL
* Ask if not apparent
[Fill: Are you/Is (name)] living away at college?
1. Yes
2. No
CONTROL CARD
-
HH_MEM
[Fill: Do you/Does (name)] usually live here?
* Probe if usual place of residence is elsewhere.
1. Yes
2. No
<1>
[goto SEX for next person on
grid]
<2, D, R> [If PERSTAT = 7 then goto
SEX for next person on grid] [goto
HH_MEM]
<1, 2, D, R>
[goto next line of grid]
Section #
Part
Variable Name
CONTROL CARD
-
HHRESP
Question Text
* Ask if necessary
With whom am I speaking?
Enter line number
Skip Instructions
<1-30, 95> [If ((intnmbr is 1 or newcu is 1)
AND Newunit is not S) OR Replace is 1,
goto MCHILD]
[Else goto NEWLIV]
[fill: Name of all household members]
95. Proxy Respondent
CONTROL CARD
-
MCHILD
I have listed . . . * READ NAMES
Have I missed any babies or small children?
<1>
[go back to where FNAME = 999]
<1>
[go back to where FNAME = 999]
<1>
[go back to where FNAME = 999]
<1>
[go back to where FNAME = 999]
1. Yes
2. No
CONTROL CARD
-
MAWAY
Have I missed anyone who usually lives here but is
away now - traveling, at school, or in a hospital?
1. Yes,
2. No
CONTROL CARD
-
MLODGE
Have I missed any lodgers, boarders, or persons
you employ who live here?
1. Yes
2. No
CONTROL CARD
-
MELSE
Have I missed anyone else staying here?
1. Yes
2. No
CONTROL CARD
-
NEWLIV
Is anyone else living or staying here, including newborn babies?
[fill: Name of all household members]
1. Yes, add new person
2. No
<1> [go back to where FNAME = 999]
<2> [goto CK_SUBFAMILY]
Section #
Part
Variable Name
Question Text
Skip Instructions
CONTROL CARD
-
CK_SUBFAMILY
** CHECK ITEM **
1. If there are no non-rels is the household
who are cu/household members then, store
line numbers
in SUBFAM2(1,X) and goto
SET_CUNUMBER
2. If there are more than 1 non-rel who are
CU/household members in the household
(CU_CODE = 9)
then goto SUBFAM1
3. All others go to SET_SUBFAMS
CONTROL CARD
-
SUBFAM1
Earlier you said that [fill: (name) was/you were]
not related to [fill: name(refper)].
[Fill: Are you/Is (name)] related to anyone else in this household?
1. Yes
2. No
CONTROL CARD
-
SUBFAM2
Who [fill: are you/is (name)] related to?
PROBE: Anyone else?
<1> [goto SUBFAM2]
<2> [goto SUBFAM1 for next unassigned
non-rel]
[if no more non-rels, goto
SET_SUBFAMS]
<1-30> [goto SUBFAM, for next
unassigned non-rel]
[If no more non-rels, goto
SET_SUBFAMS]
Enter line number(s), separate with commas
CONTROL CARD
-
SHELTX
[fill: * Begin financial responsibility questions to determine CU's]
<1,2,D,R> [goto FOODX]
[fill: Do/Does] (READ NAME) pay for all [fill: your/his/her/their]
housing
expenses with [fill: your/his/her/their] own money?
( List the names of persons in this subfamily )
CONTROL CARD
-
FOODX
1. Yes
2. No
fill: Do/Does] (READ NAMES) pay for all [fill: your/his/her/their] food
expenses with [fill: your/his/her/their] own money?
( List the names of persons in this subfamily )
1. Yes
<1>
[if SHELTX is 1, goto SHELTC
for next subfam; if not more subfams then
goto
UPDATE_SUBFAM]
[else goto OTHERX]
Section #
Part
Variable Name
Question Text
Skip Instructions
CONTROL CARD
-
OTHERX
[Fill: Do/Does] [(READ NAMES) pay for all [fill: (your/his/her/their)]
other
living expenses such as clothing or transportation with [fill:
your/his/her/their] own money?
<1>
[If sheltx is 1 OR foodx is 1, goto
sheltx for next subfamily: if no More
subfamiles, goto
UPDATE_SUBFAM]
[goto SUPSRC]
<2,D,R> [goto SUPSRC]
( List the names of persons in this subfamily )
1. Yes
2. No
CONTROL CARD
-
SUPSRC
Does all or part of the money to pay for
(READ NAMES) [fill description] come from someone
in this household?
<1>
[goto SUPRT1]
<2,D,R> [goto SHELTX for next
subfamily]
[if no more subfamilies, goto
( List the names of persons in this subfamily )
1. Yes
2. No
CONTROL CARD
-
SUPRT1
Who is that person(s)?
* Enter line number(s), separate with commas
CONTROL CARD
-
CONSUMER_UNITS
* HOUSEHOLD MEMBERS BROKEN INTO APPROPRIATE CU’s
<1-30,D,R> [goto SHELTX for next
subfamily]
[if no more, goto
UPDATE_SUBFAM]
<1> [goto CU_INTRO]
(List CU# Line number and name)
1. Enter 1 to Continue
CONTROL CARD
-
CU_INTRO
During this interview, I will use the words consumer unit or CU.
[fill: A consumer unit is the [person/group of persons] in this household
who [fill: is/are] independent
of all other persons in this household for payment of their major
expenses. ]
The [fill: person/persons] I'm including in your CU [fill: is/are] (READ
NAME(S))
[Fill: CU MEMBERS]
1. Enter 1 to Continue
<1> [goto BIRTH_MO]
Section #
Part
Variable Name
Question Text
Skip Instructions
CONTROL CARD
-
BIRTH_MO
[fill: * UPDATE Marital, Education, College and Armed Forces
Press END when done ]
<1-12, D, R>
[goto BIRTH_YR]
What is the month and year of [Fill: your/(name)’s] birth?
* Enter Birth Month
1.
2.
3.
4.
5.
6.
CONTROL CARD
-
January
February
March
April
May
June
7. July
8. August
9. September
10. October
11. November
12. December
BIRTH_DY
**CHECK ITEM**
CONTROL CARD
-
BIRTH_YR
* Enter Birth Year
(Enter 4 digit year - ex: 1964)
CONTROL CARD
-
AGE
[Fill: As of today, that would make [Fill: you/(name)] [Fill: less than
1/over98/
approximately (age)] [Fill: year/years] old.
<1900 - current year, D, R> [goto AGE]
<00-200> [goto HORIGIN]
[goto AGE2]
Is that correct?
PRESS ENTER if correct /
Even though you don’t know [Fill: your/(name)’s] exact
birthdate, what is your
best guess as to how old [Fill: you/he/she] [Fill: were/was] on
[Fill: your/his/her] last birthday? ]
99.
00 - 98
CONTROL CARD
-
AGE2
99 years or older
0 to 98 years old
]
* Ask if necessary
[Fill: Are/Is] [Fill: you/he/she] under 16?
1. Yes
2. No
<1,2,D,R> [goto HORIGIN]
Section #
Part
Variable Name
Question Text
Skip Instructions
CONTROL CARD
-
HORIGIN
(Book) 2
<1>
<2, D, R>
[Fill: Are/Is] [fill: you/name] Hispanic, Latino, or Spanish?
[goto HISPANIC]
[goto MULTRACE]
1. Yes
2. No
CONTROL CARD
-
HISPANIC
(Book) 2
[Fill: Are/Is] [Fill: you/name] -
1.
2.
3.
4.
5.
6.
7.
8.
<1-7, D, R> [goto MULTRACE]
<8>
[goto HISPOTH]
Mexican?
Mexican-American?
Chicano?
Puerto Rican?
Cuban?
Cuban-American?
Central or South American?
Other? (Specify)
CONTROL CARD
-
HISPOTH
* Specify:
<30 characters> [goto MULTRACE]
CONTROL CARD
-
MULTRACE
(Book) 2
<1-3, 5, 7, R> [goto MARITAL]
<4>
[goto ASIAN]
<6>
[goto RACESP]
Please chose one or more races that [fill: [fill: (name)/you] [fill:
considers/consider]
[fill: himself/herself/yourself] to be. / you consider [fill: child's
name] to be.]
* Probe if necessary
* Enter all that apply, separate with commas
1.
2.
3.
4.
5.
6.
7.
White
Black or African American
American Indian or Alaska Native
Asian
Native Hawaiian or other Pacific Islander
Other Specify
Don't Know
Section #
Part
Variable Name
Question Text
Skip Instructions
CONTROL CARD
-
ASIAN
(Book) 2
<1-6, D, R> [goto MARITAL]
<7>
[goto ASIANOTH]
Please select one of the following to describe [fill: your/name's] origin.
[fill: Are/Is] [Fill: you/name] 1.
2.
3.
4.
5.
6.
7.
Chinese?
Filipino?
Japanese?
Korean?
Vietnamese?
Asian Indian?
Other? (Specify)
CONTROL CARD
-
ASIANOTH
* Specify:
<30 characters>
CONTROL CARD
-
RACESP
* Specify other race
<40 characters> [goto MARITAL]
CONTROL CARD
-
MARITAL
* Ask if not apparent
<1-5,D,R> [if AGE ge 14 or Agerng is 8 or
9 goto EDUCA]
[goto BIRTH_MO for next
member]
[fill: Are you/Is (name)] now 1.
2.
3.
4.
5.
Married?
Widowed?
Divorced?
Separated?
Never married?
Section #
Part
Variable Name
Question Text
Skip Instructions
CONTROL CARD
-
EDUCA
(Book) 3
<00-11,38,D,R> [if AGE 16-65 or agerng is
8 or 9, goto ARM_FORC]
[else goto BIRTH_MO for
next member]
<39-46>
[goto IN_COLL]
What is the highest level of school [fill: name has/you have] completed
or the highest
degree [fill: name has/you have] received?
0. Never attended, preschool, kindergarten
1. 1st grade
2. 2nd grade
3. 3rd grade
4. 4th grade
5. 5th grade
6. 6th grade
7. 7th grade
8. 8th grade
9. 9th grade
10 10th grade
11. 11th grade
38. 12th grade NO DIPLOMA
39. HIGH SCHOOL GRADUATE - high school DIPLOMA, or
the equivalent
40. Some college but no degree
41. Associate degree in college - Occupational program
42. Associate degree in college - Academic program
43. Bachelor’s degree (Example: BA, AB, BS)
44. Master’s degree (Example: MA, MS, Meng, MSW, MBA)
45. Professional School Degree (Example: MD, DDS, DVM,
LLB, JD)
46. Doctorate degree (Example: PhD, EdD)
CONTROL CARD
-
IN_COLL
[Fill: Are you/Is name] currently enrolled in a college or university
either 1. Full-time?
2. Part-time?
CONTROL CARD
-
ARM_FORC
(Book) 3 ? [F1]
[Fill: Are you/Is (name)] now in the Armed Forces?
1. Yes
2. No
<1-3,D,R> [If AGE is 16 - 65 or agerng is
8 or 9, goto ARM_FORC]
[goto BIRTH_MO for next
member]
<1,2,D,R> [If this is the last person, goto
CHECKS2]
[Else goto BIRTH_MO for the
next person]
Section #
Part
Variable Name
Question Text
Skip Instructions
CONTROL CARD
-
H_ARMFORC
ARMED FORCES -- A person is considered to be in the armed forces if
they serve in any branch of the
U.S. military. This includes the Army, Navy, Marine
Corps, Air Force and Coast
Guard, their Reserve components and the Air and
Army National Guard.
[goto ARM_FORC]
ARMED FORCES includes:
U.S. Army
U.S. Navy
U.S. Marine Corps
U.S. Air Force
U.S. Coast Guard
Reserve components for any of the above
Air National Guard
Army National Guard
CONTROL CARD
-
CE_INTRO
As we start, please understand that we ask the same questions of
everybody we talk to. I realize some of these questions may not apply to
your CU.
Most questions that I will be asking refer to a specific time period.
During this interview, the time period, unless I state otherwise is for the
Past [fill: month/three months], that is, from the 1st day of [Fill:
REF_MONTH] to today.
Most of my questions are about expenses your CU had or bills you've
received. You will find it helpful to have your checkbook register, credit
card statements, and other records as you answer the questions.
Control Card
-
AGE62
CHI
-
CTRLNUM
CHI
-
CENSID
CHI
-
CASEID
CHI
-
INTPERIOD
CHI
-
INTNMBR
**Check Item**
<1> [goto SECTION1]
Section #
Part
Variable Name
Question Text
Skip Instructions
CHI
-
CTATEMPT
* CONTACT HISTORY INSTRUMENT
* Are you making a contact attempt or just looking at a case?
<1> goto TIMEOFCT
<2> exit CHI
1. Contact attempt
2. Looking at a case - exit CHI
CHI
-
TIMEOFCT
* TIME OR CONTACT
* Are you entering the Contact History Instrument at the time of a
contact attempt?
<1> go to PERORTEL
<2> go to FR_DATE
1. Yes
2. No
CHI
-
CALLDATE
** OUT VARIABLE **
CHI
-
CALLMNTH
** OUT VARIABLE **
CHI
-
CALLDAY
** OUT VARIABLE **
CHI
-
CALLYEAR
** OUT VARIABLE **
CHI
-
CALLTIME
** OUT VARIABLE **
CHI
-
FRCODE
CHI
-
FR_DATE
CHI
-
FRMNTH
CHI
-
FRDAY
CHI
-
FRYEAR
CHI
-
CHI
-
* DATE OF CONTACT
* Enter the date of the contact attempt in MM/DD/YYYY format
Goto FR_TIME
FRTIME
* TIME OF CONTACT
* Enter the time of the contact attempt in HH:MM am/pm format.
Goto to PERORTEL
MODE
* PERSONAL OR TELEPHONE
* Was this a personal or telephone contact attempt?
Goto CTSTATUS
1. Personal
2. Telephone
Section #
Part
Variable Name
Question Text
Skip Instructions
CHI
-
CTSTATUS
* CONTACT OR NONCONTACT
* Select the category that best describes this attempt.
<1>
goto CTTYPE
<2, 3> If PEROROTEL = 1 then goto
NCTPER
If PEROROTEL = 2 then goto
NCTTEL
1. Contact with SAMPLE unit member
2. Contact with NON-SAMPLE unit member
3. Noncontact
CHI
-
CTTYPE
* CONTACT
* Select the category that best describes this contact attempt.
<1>
goto to RSPNDENT
goto NONINTER
1. Completed case - ready to transmit
2. Partial interview - follow-up required
3. Unable to conduct interview
CHI
-
NONINTER
* PARTIAL INTERVIEW OR UNABLE TO CONDUCT INTERVIEW
* Select the categories that describe why you were not able to conduct
the interview during this contact attempt.
* Enter all that apply, separate with commas.
CHI
-
UNABLECODE_1
1. Eligible person not available
2. Inconvenient time
3. Respondent is reluctant
4. Language problem - specify
5. Health problem
6. Specify whom you talk with
7. Other - specify
** OUT VARIABLE **
CHI
-
UNABLECODE_2
** OUT VARIABLE **
CHI
-
UNABLECODE_3
** OUT VARIABLE **
CHI
-
UNABLECODE_4
** OUT VARIABLE **
CHI
-
UNABLECODE_5
** OUT VARIABLE **
CHI
-
UNABLECODE_6
** OUT VARIABLE **
CHI
-
UNABLECODE_7
** OUT VARIABLE **
<4> goto LANGUAGE
<6> goto TALKEDTO
<7> goto CTOTHER
goto RSPNDENT
Section #
Part
Variable Name
Question Text
Skip Instructions
CHI
-
LANGUAGE
* LANGUAGE
* Select the categories that descrige this language situation.
* Enter all that apply, separate with commas.
If LANGUAGE = 1 goto SPECLANG
else goto RSPNDENT
1. Specify language or dialect.
2. No household member able to translate
3. Contact RO about language problem
4. Unable to find translator
5. No time left to find translator
CHI
-
SPECLANG
* SPECIFY LANGUAGE OR DIALECT.
Goto RSPNDENT
CHI
-
TALKEDTO
* SPECIFY WHOM YOU TALKED TO
* Specify with whom you talked.
Goto RSPNDENT
CHI
-
CTOTHER
* OTHER Contact Category
* Specify the reason for not completing the interview during this contact
attempt.
Goto RSPNDENT
CHI
-
LANGUAGECODE_1
** OUT VARIABLE **
CHI
-
LANGUAGECODE_2
** OUT VARIABLE **
CHI
-
LANGUAGECODE_3
** OUT VARIABLE **
CHI
-
LANGUAGECODE_4
** OUT VARIABLE **
CHI
-
LANGUAGECODE_5
** OUT VARIABLE **
Section #
Part
Variable Name
Question Text
Skip Instructions
CHI
-
RSPNDENT
* CONCERN/BEHAVIOR/RELUCTANCE
* Select the categories that describe respondent concerns, behaviors, or
reluctance during this contact attempt.
* Enter all that apply, separate with commas.
<23> goto RSPNDOTH
goto STRATEGS
1. Not interested / Does not want to be bothered
2. Too busy
3. Interview takes too much time
4. Breaks appointments (puts off FR indefinitely)
5. Scheduling difficulties
6. Survey is voluntary
7. Privacy concerns
8. Anti-government concerns
9. Does not understand survey /
Asks questions about the survey
10. Survey content does not apply
(retired, healthy, no crimes to report)
11. Hang-up / slams door on FR
12. Hostile or threatens FR
13. Other houshold members tell respondent not to participate
14. Talk only to specific household member
15. Family issues
16. Respondent requests same FR as last time
17. Gave that information last time
18. Asked too many personal questions last time
19. Too many interviews
20. Last interview took too long
21. Intends to quit survey
22. No concerns
23. Other - specify
CHI
-
RSPNDOTH
* OTHER CONCERNS/BEHAVIORS/RELUCTANCE
* Specify other concerns/behaviors/reluctance during this contact
CHI
-
RELUCTCODE_1
** OUT VARIABLE **
CHI
-
RELUCTCODE_2
** OUT VARIABLE **
CHI
-
RELUCTCODE_3
** OUT VARIABLE **
CHI
-
RELUCTCODE_4
** OUT VARIABLE **
CHI
-
RELUCTCODE_5
** OUT VARIABLE **
CHI
-
RELUCTCODE_6
** OUT VARIABLE **
Goto STRATEGS
Section #
Part
Variable Name
Question Text
CHI
-
RELUCTCODE_7
** OUT VARIABLE **
CHI
-
RELUCTCODE_8
** OUT VARIABLE **
CHI
-
RELUCTCODE_9
** OUT VARIABLE **
CHI
-
RELUCTCODE_10
** OUT VARIABLE **
CHI
-
RELUCTCODE_11
** OUT VARIABLE **
CHI
-
RELUCTCODE_12
** OUT VARIABLE **
CHI
-
RELUCTCODE_13
** OUT VARIABLE **
CHI
-
RELUCTCODE_14
** OUT VARIABLE **
CHI
-
RELUCTCODE_15
** OUT VARIABLE **
CHI
-
RELUCTCODE_16
** OUT VARIABLE **
CHI
-
RELUCTCODE_17
** OUT VARIABLE **
CHI
-
RELUCTCODE_18
** OUT VARIABLE **
CHI
-
RELUCTCODE_19
** OUT VARIABLE **
CHI
-
RELUCTCODE_20
** OUT VARIABLE **
CHI
-
RELUCTCODE_21
** OUT VARIABLE **
CHI
-
RELUCTCODE_22
** OUT VARIABLE **
CHI
-
RELUCTCODE_23
** OUT VARIABLE **
CHI
-
NCTTEL
* NONCONTACT / TELEPHONE
* Select the categories that descrige this telephone noncontact.
* Ener all that apply, separate with commas.
1. Got asnwering maching / service
2. No answer
3. Busy Signal
4. Disconnected
5. Wrong number
6. FAX number
7. Other - specify
Skip Instructions
<7> goto NCTTELOT
goto STRATEGS
Section #
Part
Variable Name
Question Text
Skip Instructions
CHI
-
NCTTELOT
* OTHER Noncontact Telephone Attempt Category
* Specify the details about this telephone noncontact.
Goto STRATEGS
CHI
-
NCTTELCODE_1
** OUT VARIABLE **
CHI
-
NCTTELCODE_2
** OUT VARIABLE **
CHI
-
NCTTELCODE_3
** OUT VARIABLE **
CHI
-
NCTTELCODE_4
** OUT VARIABLE **
CHI
-
NCTTELCODE_5
** OUT VARIABLE **
CHI
-
NCTTELCODE_6
** OUT VARIABLE **
CHI
-
NCTTELCODE_7
** OUT VARIABLE **
CHI
-
NCTPER
* NONCONTACT / PERSONAL VISIT
* Select the categories that describe this personal visit noncontact.
* Enter all that apply, separate with commmas.
<6> goto MRNDRIVE
<13> goto NCTMOVED
<14> goto NCTPEROT
goto STRATEGS
1. No one home
2. No one home -- appointment broken
3. No one home -- previous note / letter taken
4. Household does not answer door -- evidence someone is home
5. Drive-by
6. Multiple drive-bys - specify
7. Unable to reach / locked gate / buzzer entry
8. Address does not exist/unable to locate
9. On vacation, away from home / at second home
10. Spoke with neighbor
11. Building management / doorman contact
12. Completed case (Type B or C)
13. Sample respondent moved - specify
14. Other - specify
CHI
-
NCTPEROT
* OTHER Noncontact Personal Visit Category
* Specify the details about this personal visit noncontact.
CHI
-
NCTPERCODE_1
** OUT VARIABLE **
CHI
-
NCTPERCODE_2
** OUT VARIABLE **
CHI
-
NCTPERCODE_3
** OUT VARIABLE **
CHI
-
NCTPERCODE_4
** OUT VARIABLE **
goto STRATEGS
Section #
Part
Variable Name
Question Text
CHI
-
NCTPERCODE_5
** OUT VARIABLE **
CHI
-
NCTPERCODE_6
** OUT VARIABLE **
CHI
-
NCTPERCODE_7
** OUT VARIABLE **
CHI
-
NCTPERCODE_8
** OUT VARIABLE **
CHI
-
NCTPERCODE_9
** OUT VARIABLE **
CHI
-
NCTPERCODE_10
** OUT VARIABLE **
CHI
-
NCTPERCODE_11
** OUT VARIABLE **
CHI
-
NCTPERCODE_12
** OUT VARIABLE **
CHI
-
NCTPERCODE_13
** OUT VARIABLE **
CHI
-
NCTPERCODE_14
** OUT VARIABLE **
CHI
-
MRNDRIVE
* DRIVE-BYS ATTEMPTED TODAY
* How many drive bys were:
Skip Instructions
Goto AFTDRIVE
* Morning (12:00am - 11:59am)?
Aternoon (12:00pm - 4:59pm)?
Evening (5:00pm - 11:59pm)?
CHI
-
AFTDRIVE
* DRIVE-BYS ATTEMPTED TODAY
* How many drive bys were:
Goto EVNDRIVE
Morning (12:00am - 11:59am)?
* Aternoon (12:00pm - 4:59pm)?
Evening (5:00pm - 11:59pm)?
CHI
-
EVNDRIVE
* DRIVE-BYS ATTEMPTED TODAY
* How many drive bys were:
Morning (12:00am - 11:59am)?
Aternoon (12:00pm - 4:59pm)?
* Evening (5:00pm - 11:59pm)?
CHI
-
CONTINUE
* CONTINUE
* Is [fill: tot number of drive-by's] the correct number of drive-bys
attempted today?
* Enter 1 to continue or correct entry below.
Goto CONTINUE
Section #
Part
Variable Name
Question Text
Skip Instructions
CHI
-
NCTMOVED
* MOVED
* Select the categories that describe this move situation.
* Enter all that apply, separate with commas.
<5> goto MOVEDOTH
else goto STRATEGS
1. Address unknown
2. New address in FR's area
3. New address - transfer to different RO/FR
4. Further work needed to get address
5. Other - specify
CHI
-
MOVEDOTH
* OTHER Non Contact Moved Category
* Specify the details about this move situation.
CHI
-
MOVEDCODE_1
** OUT VARIABLE **
CHI
-
MOVEDCODE_2
** OUT VARIABLE **
CHI
-
MOVEDCODE_3
** OUT VARIABLE **
CHI
-
MOVEDCODE_4
** OUT VARIABLE **
CHI
-
MOVEDCODE_5
** OUT VARIABLE **
goto STRATEGS
Section #
Part
Variable Name
Question Text
Skip Instructions
CHI
-
STRATEGS
* CONTACT STRATEGIES ATTEMPTED
* Select the categories that describe the strategies used on this contact
attempt.
* Enter all that apply, separate with commas.
if STRATEGS = 23 goto STRATOTH
else exit CHI
1. Advance letter given
2. Scheduled appointment
3. Left note / appointment card
4. Left promotional packet / informational brochure
5. Called household
6. Left message on answering machine
7. FR will request No One Home Letter
8. FR will request Refusal Letter
9. FR will request Better Understanding Letter
10. Called contact persons
11. Stake-out
12. Checked with neighbors
13. Contacted other family members
14. Contacted property manager
15. Visited country assessor / post office / permit office
16. On-line tracking database
17. Sought help from SFR / RO
18. Reassignment
19. Offered incentive
20. CED double placement
21. Used MAF or ALMI
22. None
23. Other - specify
CHI
-
STRATOTH
* OTHER STRATEGY
* Specify the strategy used on this contact attempt.
CHI
-
STRATCODE_1
** OUT VARIABLE **
CHI
-
STRATCODE_2
** OUT VARIABLE **
CHI
-
STRATCODE_3
** OUT VARIABLE **
CHI
-
STRATCODE_4
** OUT VARIABLE **
CHI
-
STRATCODE_5
** OUT VARIABLE **
CHI
-
STRATCODE_6
** OUT VARIABLE **
CHI
-
STRATCODE_7
** OUT VARIABLE **
exit CHI
Section #
Part
Variable Name
Question Text
CHI
-
STRATCODE_8
** OUT VARIABLE **
CHI
-
STRATCODE_9
** OUT VARIABLE **
CHI
-
STRATCODE_10
** OUT VARIABLE **
CHI
-
STRATCODE_11
** OUT VARIABLE **
CHI
-
STRATCODE_12
** OUT VARIABLE **
CHI
-
STRATCODE_13
** OUT VARIABLE **
CHI
-
STRATCODE_14
** OUT VARIABLE **
CHI
-
STRATCODE_15
** OUT VARIABLE **
CHI
-
STRATCODE_16
** OUT VARIABLE **
CHI
-
STRATCODE_17
** OUT VARIABLE **
CHI
-
STRATCODE_18
** OUT VARIABLE **
CHI
-
STRATCODE_19
** OUT VARIABLE **
CHI
-
STRATCODE_20
** OUT VARIABLE **
CHI
-
STRATCODE_21
** OUT VARIABLE **
CHI
-
STRATCODE_22
** OUT VARIABLE **
CHI
-
STRATCODE_23
** OUT VARIABLE **
CHI
-
CHI_TIME
Skip Instructions
Section #
Part
Variable Name
COVERAGE
-
NONTYP
Question Text
Skip Instructions
*
<1>
<2>
<3>
What type of non-interview do you have?
[goto TYPEA]
[goto TYPEB]
[goto TYPEC]
Type A = No one home, Temporarily absent, or refusal
Type B = Vacant, under construction, occupied by persons with URE
Type C = Demolished, house moved, merged, condemned, located on
base, CU moved
COVERAGE
-
TYPEA
*
1. TYPE A
2. TYPE B
3. TYPE C
Enter TYPE A noninterview
1.
2.
3.
4.
No one home
Temporarily Absent
Refused
Other Type A- specify
<1,2> [If REPLACE ne 1 AND (
(INTNMBR = 1 or NEWCU = 1) AND
NEWUNIT ne S ) AND
RT2501.FRAME = 1 AND
RT2501.PMITSTA = P goto YRBLT]
(IF RT2501.FRAME = 1, 2 or 4)
AND (RT2501.MULTUNIT = 0 (zero) or
blank) AND
(RT2501.GQINAREA=0 (zero)
or blank) AND NEWUNIT is blank goto
BUILD]
[If RT2501.URRAL = R and
(RT2501.FRAME is not 3 or
RT2501.GQTYPE = 901 or 902)
AND (REPLACE = 1 or (
(INTNMBR = 1 or NEWCU = 1) AND
NEWUNIT ne S) goto
FM_SALES]
[If ( (INTNMBR = 1 or NEWCU =
1) and NEWUNIT ne S) goto GQ_UNIT]
[ELSE goto BUILD]
<3>
[goto REF_RSN]
<4>
[goto TYPEASP]
Section #
Part
Variable Name
Question Text
Skip Instructions
COVERAGE
-
TYPEASP
* Specify other TYPE A
<30 characters> [If REPLACE ne 1 AND (
(INTNMBR = 1 or NEWCU = 1) AND
NEWUNIT ne S )
AND RT2501.FRAME
= 1 AND RT2501.PMITSTA = P goto
YRBLT]
(IF RT2501.FRAME = 1,
2 or 4) AND (RT2501.MULTUNIT = 0
(zero) or blank)
AND
(RT2501.GQINAREA=0 (zero) or blank)
AND NEWUNIT is blank
goto BUILD]
[If RT2501.URRAL = R
and (RT2501.FRAME is not 3 or
RT2501.GQTYPE = 901 or
902) AND
(REPLACE = 1 or ( (INTNMBR = 1 or
NEWCU = 1) AND
NEWUNIT ne S) goto
FM_SALES]
[If ( (INTNMBR = 1 or
NEWCU = 1) and NEWUNIT ne S) goto
GQ_UNIT]
[ELSE goto BUILD]
Section #
Part
Variable Name
Question Text
Skip Instructions
COVERAGE
-
REF_RSN
* Enter type of refusal
<1-3> [If REPLACE ne 1 AND (
(INTNMBR = 1 or NEWCU = 1) AND
NEWUNIT ne S ) AND
RT2501.FRAME = 1 AND
RT2501.PMITSTA = P goto YRBLT]
(IF RT2501.FRAME = 1, 2 or 4)
AND (RT2501.MULTUNIT = 0 (zero) or
blank) AND
(RT2501.GQINAREA=0 (zero)
or blank) AND NEWUNIT is blank goto
BUILD]
[If RT2501.URRAL = R and
(RT2501.FRAME is not 3 or
RT2501.GQTYPE = 901 or 902)
AND (REPLACE = 1 or (
(INTNMBR = 1 or NEWCU = 1) AND
NEWUNIT ne S) goto
FM_SALES]
[If ( (INTNMBR = 1 or NEWCU
= 1) and NEWUNIT ne S) goto GQ_UNIT]
1.
2.
3.
4.
Hostile Respondent
Time Related Excuses
Language Problems
Other Refusal - specify
<4>
[ELSE goto BUILD]
[goto REASON_S]
Section #
Part
Variable Name
Question Text
Skip Instructions
COVERAGE
-
REASON_S
*
<45 characters> [If REPLACE ne 1 AND (
(INTNMBR = 1 or NEWCU = 1) AND
NEWUNIT ne S )
AND RT2501.FRAME
= 1 AND RT2501.PMITSTA = P goto
YRBLT]
(IF RT2501.FRAME = 1,
2 or 4) AND (RT2501.MULTUNIT = 0
(zero) or blank)
AND
(RT2501.GQINAREA=0 (zero) or blank)
AND NEWUNIT is blank
goto BUILD]
[If RT2501.URRAL = R
and (RT2501.FRAME is not 3 or
RT2501.GQTYPE = 901 or
902) AND
(REPLACE = 1 or ( (INTNMBR = 1 or
NEWCU = 1) AND
NEWUNIT ne S) goto
FM_SALES]
[If ( (INTNMBR = 1 or
NEWCU = 1) and NEWUNIT ne S) goto
GQ_UNIT]
[ELSE goto BUILD]
COVERAGE
-
TYPEB
Specify type of refusal
*
Enter TYPE B noninterview
1. Vacant (for rent)
2. Vacant (for sale)
3. Vacant (other)
4. Occupied by persons with URE
5. Under construction, not ready
6. All person under 16
7. Unfit or to be demolished
8. Unoccupied tent or trailer site
9. Permit granted, construction not started
10. Other Type B- specify
<1, 2, 4-7>
[If REPLACE ne 1 AND (
(INTNMBR = 1 or NEWCU = 1) AND
NEWUNIT ne S )
AND RT2501.FRAME =
1 AND RT2501.PMITSTA = P goto
YRBLT]
(IF RT2501.FRAME = 1, 2
or 4) AND (RT2501.MULTUNIT = 0
(zero) or blank) AND
(RT2501.GQINAREA=0
(zero) or blank) AND NEWUNIT is blank
goto BUILD]
[If ( (INTNMBR = 1 or
NEWCU = 1) and NEWUNIT ne S) goto
GQ_UNIT]
[ELSE goto BUILD]
<3>
[goto VACANT_S]
<8, 9>
[goto BUILD]
<10>
[goto TYPEB_SP]
Section #
Part
Variable Name
COVERAGE
-
TYPEB_SP
COVERAGE
-
VACANT_S
Question Text
* Specify other TYPE B
* Specify type of vacant
Skip Instructions
<45 characters> [If REPLACE ne 1 AND
( (INTNMBR = 1 or NEWCU = 1) AND
NEWUNIT ne S )
AND
RT2501.FRAME = 1 AND
RT2501.PMITSTA = P goto YRBLT]
(IF RT2501.FRAME =
1, 2 or 4) AND (RT2501.MULTUNIT = 0
(zero) or blank)
AND
(RT2501.GQINAREA=0 (zero) or blank)
AND NEWUNIT is blank
goto BUILD]
[If ( (INTNMBR = 1 or
NEWCU = 1) and NEWUNIT ne S) goto
GQ_UNIT]
[ELSE goto BUILD]
<45 characters> [If REPLACE ne 1 AND
( (INTNMBR = 1 or NEWCU = 1) AND
NEWUNIT ne S )
AND
RT2501.FRAME = 1 AND
RT2501.PMITSTA = P goto YRBLT]
(IF RT2501.FRAME =
1, 2 or 4) AND (RT2501.MULTUNIT = 0
(zero) or blank)
AND
(RT2501.GQINAREA=0 (zero) or blank)
AND NEWUNIT is blank
goto BUILD]
[If ( (INTNMBR = 1 or
NEWCU = 1) and NEWUNIT ne S) goto
GQ_UNIT]
[ELSE goto BUILD]
Section #
Part
Variable Name
Question Text
Skip Instructions
COVERAGE
-
TYPEC
*
<1, 2>
[goto BYOBS]
<3, 7, 10,11,12> [goto END_COVERAGE]
Enter TYPE C noninterview
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
Demolished
House or Mobile Home moved
Converted to permanent nonresidential use
Merged with units in the same structure
Condemned
Located on military base (post)
Unused serial # on listing sheet
CU moved
CU merged with another CE CU within same address
Spawned in error
Removed during subsampling
Unit already had a chance of selection
Other type C- specify
COVERAGE
-
TYPEC_SP
* Specify other TYPE C
COVERAGE
-
YRBLT
Was this structure built before April 2000?
1. Yes
2. No
3. Not asked ( address is a Mobile Home, Trailer, Tent, or
other unit not in a structure, or
the unit is in a group quarters.)
<4-6, 8-9>
[[If REPLACE ne 1
AND ( (INTNMBR = 1 or NEWCU = 1)
AND NEWUNIT ne S )
AND
RT2501.FRAME = 1 AND
RT500.PMITSTA = P goto YRBLT]
[IF RT2501.FRAME =
1, 2 or 4) AND (RT2501.MULTUNIT = 0
(zero) or blank)
AND
(RT2501.GQINAREA=0 (zero) or blank)
AND NEWUNIT is blank
goto BUILD]
[ELSE goto BYOBS]
<45 characters> [If REPLACE ne 1 AND (
(INTNMBR = 1 or NEWCU = 1) AND
NEWUNIT ne S )
AND RT2501.FRAME
= 1 AND RT2501.PMITSTA = P goto
YRBLT]
(IF RT2501.FRAME = 1,
2 or 4) AND (RT2501.MULTUNIT = 0
(zero) or blank)
AND
(RT2501.GQINAREA=0 (zero) or blank)
AND NEWUNIT is blank
goto BUILD]
[ELSE goto BYOBS]
<1,3,D> [If RT2501.MUTLUNIT = 0 or
blank and GQINAREA = 0 goto BUILD]
[If NONTYPE = 3 goto BYOBS]
[If TYPEB = 1-7, 10 goto
GQ_UNIT]
[If RT2501.URRAL = R and
(RT2501.FRAME is not 3 or
RT2501.GQTYPE = 901 or 902) AND
( (INTNMBR = 1 or NEWCU =
1) AND NEWUNIT ne S) goto
FM_SALES]
[Else goto BUILD]
<2> [goto END_COVERAGE]
Section #
Part
Variable Name
COVERAGE
-
BUILD
Question Text
Are there any occupied or vacant living quarters
besides your own in this building?
1. Yes
2. No
COVERAGE
-
TABX_INTRO
Skip Instructions
<1> [IF NEWUNIT ne A, E, P or S goto
TABX_INTRO] [else goto NO_TABX]
<2> [If NONTYP = 3 goto BYOBS]
[If TYPEB = 1-7, 10 And
(REPLACE = 1 or ((INTNMBR = 1 or
NEWCU = 1) and
NEWUNIT ne S) goto
GQ_UNIT]
[If RT2501.URRAL = R and
(RT2501.FRAME is not 3 or
RT2501.GQTYPE = 901 or 902) AND
(REPLACE = 1 or ( (INTNMBR
= 1 or NEWCU = 1) AND NEWUNIT ne S)
goto
FM_SALES]
[If (INTROB = 1 or NONTYP = 1)
and (REPLACE = 1 or ((INTNMBR = 1 or
NEWCU = 1) and
NEWUNIT ne S) goto
GQ_UNIT]
[If TYPEB = 1-7, 10 or NONTYP
<1> [goto XHNO]
*
WARNING
You are about to begin asking questions about one or more
additional living
Arrangements at this location to determine if they qualify as
EXTRA UNITS!!!
If you have accidentally reached this screen, PRESS "UP
ARROW" to back up to
the previous screen and correct an earlier entry.
1. Enter 1 to Continue
COVERAGE
-
XHNO
What is the exact address of this other living quarters?
* Enter House number:
* Press Enter if no change is needed
[Fill: HNO HNOSUF STRNAME]
[Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Non-city: [Fill: NONCITYADD]
Building: [Fill: BLDGNAME]
<10 characters> [goto XHNOSUF]
Section #
Part
Variable Name
Question Text
Skip Instructions
COVERAGE
-
XHNOSUF
* Enter House number suffix, if applicable
(Press Enter if no change needed.)
<3 characters, Empty> [goto XSTRNAME]
[Fill: HNO HNOSUF STRNAME]
[Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Non-city: [Fill: NONCITYADD]
Building: [Fill: BLDGNAME]
COVERAGE
-
XSTRNAME
* Enter Street name:
(Press Enter if no change needed.)
<49 characters> [goto XUNITDES]
[Fill: HNO HNOSUF STRNAME]
[Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Non-city: [Fill: NONCITYADD]
Building: [Fill: BLDGNAME]
COVERAGE
-
XUNITDES
* Enter Unit designation:
(Press Enter if no change needed.)
<20 characters> [goto XPO]
[Fill: HNO HNOSUF STRNAME]
[Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Non-city: [Fill: NONCITYADD]
Building: [Fill: BLDGNAME]
COVERAGE
-
XPO
* Enter Town or city name:
(Press Enter if no change needed.)
<28 characters> [goto XST]
[Fill: HNO HNOSUF STRNAME]
[Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Non-city: [Fill: NONCITYADD]
Building: [Fill: BLDGNAME]
COVERAGE
-
XST
? [F`1]
* Enter State:
(Press Enter if no change needed.)
[Fill: HNO HNOSUF STRNAME]
[Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Non-city: [Fill: NONCITYADD]
Building: [Fill: BLDGNAME]
<2 digit state code> [goto XZIP]
Section #
Part
Variable Name
Question Text
Skip Instructions
COVERAGE
-
XZIP
* Enter Zipcode:
(Press Enter if no change needed.)
<9 digits, D, R> [goto XNONCITY]
[Fill: HNO HNOSUF STRNAME]
[Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Non-city: [Fill: NONCITYADD]
Building: [Fill: BLDGNAME]
COVERAGE
-
XNONCITY
* Enter Non city style address:
(Press Enter if no change needed.)
<27 characters, empty> [goto
[Fill: HNO HNOSUF STRNAME]
[Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Non-city: [Fill: NONCITYADD]
Building: [Fill: BLDGNAME]
COVERAGE
-
XBLDGNAME
* Enter Building name:
(Press Enter if no change needed.)
<60 characters, empty> [goto
[Fill: HNO HNOSUF STRNAME]
[Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Non-city: [Fill: NONCITYADD]
Building: [Fill: BLDGNAME]
COVERAGE
-
TABX_MORE
Are there any other living quarters, either
occupied or vacant, at this original address?
<1>
[Fill: HNO HNOSUF STRNAME]
[Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Non-city: [Fill: NONCITYADD]
Building: [Fill: BLDGNAME]
if FRAME = 4 goto TABX_A2
if FRAME = 1 goto TABX_B1
<2>
1. Yes
2. No
[go to XHNO for next address]
[if 26 addresses already entered then:
else goto TABX_B2]
[if FRAME = 4 goto TABX_A2]
Section #
Part
Variable Name
COVERAGE
-
TABX_A2
Question Text
* Is the address of the additional living quarters already listed?
Skip Instructions
<1> [goto TABX_NO]
<2> [goto TABX_B3]
[Fill: XHNO XHNOSUF XSTRNAME]
[Fill: XUNITDES]
[Fill: XPO, XST XZIP5-XZIP4]
Non-city: [Fill: XNONCITYADD]
Building: [Fill: XBLDGNAME]
1. Yes
2. No
COVERAGE
-
TABX_B1
* Are the additional living quarters
within the same space occupied by
the original sample unit?
<1>
<2>
[goto TABX_C1]
[goto TABX_NO]
<1>
<2>
[goto TABX_D]
[goto TABX_NO]
[Fill: XHNO XHNOSUF XSTRNAME]
[Fill: XUNITDES]
[Fill: XPO, XST XZIP5-XZIP4]
Non-city: [Fill: XNONCITYADD]
Building: [Fill: XBLDGNAME]
1. Yes
2. No
COVERAGE
-
TABX_B2
* Are the additional living quarters within
the basic address (house number and street name)
of the original sample unit?
[Fill: XHNO XHNOSUF XSTRNAME]
[Fill: XUNITDES]
[Fill: XPO, XST XZIP5-XZIP4]
Non-city: [Fill: XNONCITYADD]
Building: [Fill: XBLDGNAME]
1. Yes
2. No
Section #
Part
Variable Name
COVERAGE
-
TABX_B3
Question Text
*
Are the additional living quarters within
the same structure and within the same
space as the sample unit?
Skip Instructions
<1> [goto TABX_D]
<2> [goto TABX_NO]
[Fill: XHNO XHNOSUF XSTRNAME]
[Fill: XUNITDES]
[Fill: XPO, XST XZIP5-XZIP4]
Non-city: [Fill: XNONCITYADD]
Building: [Fill: XBLDGNAME]
1. Yes
2. No
COVERAGE
-
TABX_C1
*
Are the additional living quarters in a
group quarters?
<1>
<2>
[goto TABX_NO]
[goto TABX_D]
[Fill: XHNO XHNOSUF XSTRNAME]
[Fill: XUNITDES]
[Fill: XPO, XST XZIP5-XZIP4]
Non-city: [Fill: XNONCITYADD]
Building: [Fill: XBLDGNAME]
1. Yes
2. No
COVERAGE
-
TABX_D
* Do the occupants or intended occupants of the additional living
quarters live separately
from all other persons on the property?
[Fill: XHNO XHNOSUF XSTRNAME]
[Fill: XUNITDES]
[Fill: XPO, XST XZIP5-XZIP4]
Non-city: [Fill: XNONCITYADD]
Building: [Fill: XBLDGNAME]
1. Yes
2. No
<1> [goto TABX_E]
<2> [goto TABX_NO]
Section #
Part
Variable Name
COVERAGE
-
TABX_E
Question Text
* Do the occupants or intended occupants of have direct access from
the outside or
through a common hall?
Skip Instructions
<1> [goto TABXSPAWN]
<2> [goto TABX_NO]
[Fill: XHNO XHNOSUF XSTRNAME]
[Fill: XUNITDES]
[Fill: XPO, XST XZIP5-XZIP4]
Non-city: [Fill: XNONCITYADD]
Building: [Fill: XBLDGNAME]
1. Yes
2. No
COVERAGE
-
TABXSPAWN
* This other living quarters IS an extra unit.
Do not include members of this unit as members of the current
unit.
They MUST be interviewed separately.
<1> [for the next extra unit address,
if FRAME = 1 goto TABX_B1
if FRAME = 2 goto TABX_B2
if FRAME = 4 goto TABX_B3
else goto TABX_FR for no more
addresses]
[Fill: XHNO XHNOSUF XSTRNAME]
[Fill: XUNITDES]
[Fill: XPO, XST XZIP5-XZIP4]
Non-city: [Fill: XNONCITYADD]
Building: [Fill: XBLDGNAME]
Add the extra unit to your listing sheet according to the
instructions
in your Listing and Coverage manual.
COVERAGE
-
TABX_N0
*
The other living quarters IS NOT considered to be an extra unit.
Include the persons who occupy that living arrangement as
members
of the assigned household.
[Fill: XHNO XHNOSUF XSTRNAME]
[Fill: XUNITDES]
[Fill: XPO, XST XZIP5-XZIP4]
Non-city: [Fill: XNONCITYADD]
Building: [Fill: XBLDGNAME]
1. Enter 1 to Continue
<1> [for the next extra unit address,
if FRAME = 1 goto TABX_B1
if FRAME = 2 goto TABX_B2
if FRAME = 4 goto TABX_B3
else goto TABX_FR for no more
addresses]
Section #
Part
Variable Name
Question Text
Skip Instructions
COVERAGE
-
TABX_FR
* Interview the parent case.
<1> [if TOTSPAWN ge 26 goto
CALLRO]
[If NONTYPE = 3 goto BYOBS]
[If TYPEB = 1-7, 10 goto
GQ_UNIT]
[If RT2501.URRAL = R and
(RT2501.FRAME is not 3 or
RT2501.GQTYPE = 901 or 902) AND
(REPLACE = 1 or ( (INTNMBR
= 1 or NEWCU = 1) AND NEWUNIT ne S)
goto
FM_SALES]
* After interviewing the parent unit, you will receive instructions from
your RO on what to do
with the EXTRA units.
* You have identified [Fill: TOTSPAWN] extra units.
[Fill: extra unit addresses with House #, house suffix, unit description
and street name]
[Fill: extra unit addresses with House #, house suffix, unit description
and street name]
1. Enter 1 to Continue
COVERAGE
-
CALLRO
*
More than 26 EXTRA UNITS have been
identified for this listed address.
1. Call your office
2. Tell your supervisor that you have more than 26 Extra Units
for this address.
1. Enter 1 to Continue
COVERAGE
-
NO_TABX
*
case.
[Fill: An extra/additional has already been created from this
You cannot create any more extras from this case./
This case is an extra unit.
You cannot create extra units from an extra unit./
This case is an additional unit.
You cannot create additional units from an additional unit.]
1. Enter 1 to Continue
COVERAGE
-
FM_SALES
During the past 12 months did sales of crops, livestock,
and other farm products from this place amount to
$1,000 or more?
1. Yes
2. No
<1>
[If NONTYPE = 3 goto BYOBS]
[If TYPEB = 1-7, 10 goto
GQ_UNIT]
[If RT2501.URRAL = R and
(RT2501.FRAME is not 3 or
RT2501.GQTYPE = 901 or 902) AND
(REPLACE = 1 or ( (INTNMBR
= 1 or NEWCU = 1) AND NEWUNIT ne S)
goto
FM_SALES]
[All others goto BUYOBS]
<1>
[If NONTYPE = 3 goto BYOBS]
[If TYPEB = 1-7, 10 goto
GQ_UNIT]
[If RT2501.URRAL = R and
(RT2501.FRAME is not 3 or
RT2501.GQTYPE = 901 or 902) AND
(REPLACE = 1 or ( (INTNMBR
= 1 or NEWCU = 1) AND NEWUNIT ne S)
goto
FM_SALES]
[Else goto BYOBS]
<1, 2> [goto GQ_UNIT]
Section #
Part
Variable Name
COVERAGE
-
GQ_UNIT
Question Text
* Indicate if the unit it:
1. In a Group Quarters
2. NOT in a Group Quarters
COVERAGE
-
DIRACC
*
Indicate if access to the household is:
Skip Instructions
<1>
[goto HUTYPE]
<2, D> [If RT2501.FRAME is not 3 goto
DIRACC] [else goto HUTYPE]
<1>
[goto HUTYPE]
<2, D> [goto MERGUA]
1. Direct
2. Through another unit
COVERAGE
-
MERGUA
? [F1]
<1,D>
<2>
[goto HUTYPE]
Is this a merged unit?
1. Merged
2. Not Merged
COVERAGE
-
H_MERGUA
DEFINITION OF A MERGED UNIT
[return to MERGUA]
A merger is a unit that is the result of combining two or more
unit addresses to form one unit address.
A merger could involve two single family homes or two or more
apartments in a multi-unit structure.
For more information please refer to your Listing and Coverage
Manual.
COVERAGE
-
HUTYPE
*
Enter type of Housing Unit.
<1-6, 8, 9, D>
<7, 10>
[goto UNISTRQ]
[goto HUTYPESP]
1.
2.
3.
4.
5.
6.
House, apartment, flat
HU in non-transient hotel, motel, etc.
HU permanent in transient hotel, motel, etc.
HU in rooming house
Mobile home or trailer with no permanent room added
Mobile home or trailer with one or more
permanent rooms added
7. HU not specified above
8. Quarters not HU in rooming or boarding house
9. Students quarters in college dormitory
10. Group Quarters unit not specified above
COVERAGE
-
HUTYPESP
* Enter other type of housing unit
<45 characters> [goto UNISTRQ]
Section #
Part
Variable Name
COVERAGE
-
UNISTRQ
Question Text
* Ask if not apparent
How many housing units, both occupied and
vacant, are there in this structure?
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
COVERAGE
-
BYOBS
Skip Instructions
<1-10> [If NONTYPE = 2 (type b) goto
BYOBS]
[All others goto END_COVERAGE]
Only Group Quarters units
Mobile home or trailer
One, detached
One, attached
2
3-4
5-9
10 - 19
20 - 49
50 or more
* Did you classify this unit by observation only?
<1> [goto END_COVERAGE]
<2> [goto CP1NAME]
PREVIOUS OBSERVATION: [Fill: Yes/No)]
1. Yes
2. No
COVERAGE
-
CP1NAME
<42 characters> [goto CP1TITL]
*
Enter contact person name
Press enter if no change is needed
PREVIOUS NAME: [Fill: RT8001.CP1NAME]
COVERAGE
-
CP1TITL
*
Enter contact person title
<20 characters> [goto CP1PHONE]
Press enter if no change is needed
PREVIOUS TITLE: [Fill: RT8001.CP1TITL]
COVERAGE
-
CP1PHONE
*
Enter contact person phone number and extension
Press enter if no change is needed
PREVIOUS PHONE NUMBER: [Fill ((RT8001.CP1PHON))
(RT8001.CP1EXT)]
<15 digitis, D, R>
[goto CP1ADD1]
Section #
Part
Variable Name
COVERAGE
-
CP1ADD1
Question Text
* Enter contact person street address
Skip Instructions
<54 characters> [goto CP1ADD2]
Press enter if no change is needed
PREVIOUS ADDRESS: [Fill: RT8001.CP1ADD1]
[Fill: RT8001.CP1ADD2]
[Fill: RT8001.CP1PO RT8001.CP1ST
RT8001.CP1ZP5 RT8001.CP1Z4]
COVERAGE
-
CP1ADD2
* Enter contact person second line of address, if necessary
<54 characters> [goto CP1PO]
Press enter if no change is needed
PREVIOUS ADDRESS: [Fill: RT8001.CP1ADD1]
[Fill: RT8001.CP1ADD2]
[Fill: RT8001.CP1PO RT8001.CP1ST
RT8001.CP1ZP5 RT8001.CP1ZP4]
COVERAGE
-
CP1PO
* Enter town or city
<20 characters> [goto CP1ST]
Press enter if no change is needed
PREVIOUS ADDRESS: [Fill: RT8001.CP1ADD1]
[Fill: RT8001.CP1ADD2]
[Fill: RT8001.CP1PO RT8001.CP1ST
RT8001.CP1ZP5 RT8001.CP1ZP4]
COVERAGE
-
CP1ST
? [F1]
<2 Digit State codes, D, R> [goto CP1ZIP9]
* Enter state
Press enter if no change is needed
PREVIOUS ADDRESS: [Fill: RT8001.CP1ADD1]
[Fill: RT8001.CP1ADD2]
[Fill: RT8001.CP1PO RT8001.CP1ST
RT8001.CP1ZP5 RT8001.CP1ZP4]
COVERAGE
-
CP1ZIP9
* Enter zipcode
Press enter if no change is needed
PREVIOUS ADDRESS: [Fill: RT8001.CP1ADD1]
[Fill: RT8001.CP1ADD2]
[Fill: RT8001.CP1PO RT8001.CP1ST
RT8001.CP1ZP5 RT8001.CP1ZP4
<9 characters, D, R> [goto
END_COVERAGE]
Section #
Part
Variable Name
Question Text
Skip Instructions
COVERAGE
-
RACETYP
* The items below are required information for all TYPE A cases.
<1-6, D> [goto HH_MEMQ]
Race code
1. White
2. Black or African American
3. American Indian or Alaska native
4. Asian
5. Native Hawaiian or other Pacific Islander
6. Other Specify
COVERAGE
-
HH_MEMQ
* The items below are required information for all TYPE A cases.
<1-30, D> [goto TENURE]
Number of household members:
COVERAGE
-
TENURE
* The items below are required information for all TYPE A cases.
<1, 2, > [goto HHQSRCE]
[goto BUILD_A]
Tenure code
1. Owned
2. Rented
COVERAGE
-
BUILD_A
Which best describes this building?
<1-10> [goto HHQSRCE]
1. Single family detached
2. Townhouse - inner unit
3. End row or end townhouse
4. D uplex
5. 3-plex or 4-plex
6. Garden
7. High-rise
8. Apartment or flat
9. Mobile home or trailer
10. College dormitory
COVERAGE
-
HHQSRCE
*
What was the source of the information for the household
characteristics?
Enter all that apply, separate with commas
1.
2.
3.
4.
Observation
Neighbor
Building Manager
Other (Specify)
<1-3> [If TYPE A (outcome is 321-324)
goto REF_SEX] [goto END_COVERAGE]
Section #
Part
Variable Name
Question Text
Skip Instructions
COVERAGE
-
HHQ_SPECIFY
* Specify other source of information
<30 characters> [If Type A (outcome is
321-324) goto REF_SEX] [goto
END_COVERAGE]
COVERAGE
-
REF_SEX
<1, 2, D> [goto REF_RACE]
* Provide the characteristics of the individual who
refused to participate.
Sex of individual
1. Male
2. Female
COVERAGE
-
REF_RACE
* Provide the characteristics of the individual who
refused to participate.
<1-6, D> [goto REF_AGE]
Race of individual
1. White
2. Black or African American
3. American Indian or Alaska native
4. Asian
5. Native Hawaiian or other Pacific Islander
6. Other Specify
COVERAGE
-
REF_AGE
<1-4, D> [goto END_COVERAGE]
* Provide the characteristics of the individual who
refused to participate.
Approximate age of individual
1. Under 20
2. 21- 50
3. 51-74
4. 75 or older
Section #
Part
Variable Name
FRONT
-
START
Question Text
Skip Instructions
CENSUS CATI/CAPI SYSTEM
<1>
<2>
<3>
<4>
<5>
CONSUMER EXPENDITURE SURVEYS
QUARTERLY INTERVIEW SURVEY
DATE: [fill current date]
TIME: [fill: time]
INTERVIEW NUMBER: [fill: INTNMBR]
STATUS IS: [Fill: status]
CASE
[Fill: ‘blank’ /THIS HOUSEHOLD IS A CONFIRMED
REFUSAL]
[fill: Press END to move to the next unanswered item.]
1.
2.
3.
4.
Continue
Skip notes
Ready to transmit
Quit
[goto SHOSTAT]
[goto GENINTRO]
[goto TRANS, in the back]
[goto VERIFY_INFO, in the back]
[goto NONTYP (in the coverage
Section #
Part
Variable Name
FRONT
-
SHOSTAT
Question Text
Skip Instructions
[Fill: ‘blank’ /This household was not in sample last quarter.]
INTERVIEW NUMBER
DESCRIPTION
[Fill: ‘blank’/1]
[Fill: description]
[Fill: ‘blank’/2]
[Fill: description]
[Fill: ‘blank’/3]
[Fill: description]
[Fill: ‘blank’/4]
[Fill: description]
<1> [If ROSTERNAMEONINPUT = Yes
goto SHOWROS]
[goto SHOW_NOTES]
PREVIOUS OUTCOME
[Fill: RT8100.POUT1]
[Fill: RT8100.POUT2]
[Fill: RT8100.POUT3]
[Fill: RT8100.POUT4]
[Fill: ‘blank’/BC NAME: (RT8001.CP1NAME)]
[Fill: ‘blank’/BC TITLE: (RT8001.CP1TITL)]
[Fill: ‘blank’/BC PHONE NUMBER: ((RT8001.CP1AREA))
(RT8001.CP1PREF)-(RT8001.CP1SUFF)]
[Fill: ‘blank’/BC ADDRESS: RT8001.CP1ADD1]
[Fill: ‘blank’/RT8001.CP1ADD2]
[Fill: ‘blank’/RT8001.CP1PO, RT8001.CP1ST
RT8001.CP1ZP5]
[Fill: ‘blank’/BC OBSERVATION: (Yes/No) ( /BC EXT:
(RT8001.CP1EXT)]
1. Enter 1 to Continue
FRONT
-
SHOWROS
<1>
STATUS OF HOUSEHOLD COMPOSITION
Resp. LN Name
(Person 1)
(Person 2)
1. Enter 1 to Continue
Member Relationship CU Sex
Age
[goto SHOW_NOTES]
Section #
Part
Variable Name
Question Text
Skip Instructions
FRONT
-
SHOW_NOTES
* INFORMATION FROM PREVIOUS QUARTERS
INTERVIEW
<1> [goto GENINTRO]
PRECHARTS:
Press Shift-F8 to view pre-charts
BEST TIME TO CALL: [Fill: Besttime description]
[Fill: RT8001.BESTTM2]
SUNDAY INTERVIEW: [Fill: Sunday Interview okay /NO Sunday
interview]
Language Spoken Last Quarter: [Fill: English/Spanish/Other]
Use CNTRL-F7 to view case level notes
FRONT
-
GIVE_LETTER
1. Enter 1 to Continue
* Hand the respondent the letter.
<1> [goto RECVDEBT if INTNMBR = 1
AND INCTV = 2 or 3, else goto INTROB]
Allow time to read
1. Enter 1 to Continue
FRONT
-
NOTUSED
Is there any reason you haven't tried to use the debit card?
*(Mark all that apply. Separate with commas.)
<1 - 8, 11, R> [go to INTROB]
<9> [go to NOTRECVD]
<10> [go to NOTUSDSP]
1. Haven't had time
2. Not clear how to use debit card
3. Not clear where to use debit card
4. Thought using the debit card was a commitment to doing the survey
5. Debit card is a waste of Government money
6. Didn't know card could already be used
7. Another person has the card
8. Wanted to talk to interviewer about the survey first
9. Lost or misplaced the card
10. Other - specify
11. Don't know
FRONT
-
NOTUSDSP
* Specify other reason
[go to INTROB]
Section #
Part
Variable Name
Question Text
Skip Instructions
FRONT
-
WHATPROB
What problems did you have using the debit card?
<1 -6, 9, R> [go to INTROB]
<7> [go to NOTRECVD]
<8> [go to PRBLMSP]
*Mark all that apply, separate with commas.
1. ATM did not accept the debit card
2.
Store did not accept the debit card
3.
Forgot PIN
4.
PIN did not work
5.
Instructions were not clear
6.
Instructions were lost
7.
Lost or misplaced debit card
8.
Other – specify
9.
Don’t know
R
FRONT
-
INTROB
*
Is Respondent ready to complete the interview?
1. Continue
2.
3.
4.
5.
6.
FRONT
-
Reluctant Respondent
Non-interview
Other Outcome
Wrong address
Inconvenient time
REPLACE_HH
*
Is this a Replacement Household?
<1>
[If INTNMBR = 2-5 AND
(NewCU is not 1) or (NEWCU =1 AND
ROSTERNAMEONINPUT = 'Yes')] AND
not a replacement case then goto
REPLACE_HH ] [ELSE goto VERADD]
<3>
[goto NONTYP (in the coverage
section) ]
<2,4> [goto VERIFY_INFO, in the back
section]
<5>
[goto DONE (In the back
section)]
<6>
[goto APPTOTH, in the back
<1> [goto REPLACE_VER]
<2> [goto VERADD]
1. Yes
2. No
FRONT
-
REPLACE_VER
*
A replacement household means that there are no members of
the original household
living at this address. Are you sure that this is a replacement
household?
1. Yes
2. No
<1> [If RT8500.TOTALCU is 1, goto
ONE_CU_SPAWN]
[ALL Others go to
REPLACE_VER2]
<2>
[display error message for jumping
Section #
Part
Variable Name
FRONT
-
REPLACE_VER2
Question Text
* Has a replacement case already been created/spawned for this address?
If unsure, back up to the start screen and Quit out of the instrument so
you can check
casemanagement.
FRONT
-
ONE_CU
1. Yes
2. No
* A replacement household Case will be spawned.
You will need to exit this case and pull up the new Case
in order to interview the replacement household.
Skip Instructions
<1> [goto DONE]
<2> [IF RT8500.TOTALCU equals
CU_COUNT then go to MULTI_CU3]
[ALL Others go to MULTI_CU4]
<1> [goto DONE]
The case you are currently in will automatically become a type C.
1. Enter 1 to Continue
FRONT
-
MULTI_CU3
* A Replacement Household Case will be spawned.
You will need to exit this case and pull up the New Case in order to
interview
the replacement household.
<1> [goto DONE]
This case is part of a Multi-CU Address.
The case you are currently in will automatically become a type C,
But you MUST manually Type C all other Cases. (There are [Fill:
RT8500.TOTALCU] cases
that must be Type C'd)
1. Enter 1 to Continue
FRONT
-
MULTI_CU4
* ALL cases are not located on your laptop.
1. Continue with replacement
2. Quit without making replacement
<1> [goto MULTI_CU6]
<2> [goto DONE]
Section #
Part
Variable Name
FRONT
-
MULTI_CU6
Question Text
Skip Instructions
<1> [goto DONE]
* A Replacement Household Case will be spawned.
You will need to exit this case and pull up the New Case in order to
interview the replacement household.
This case is part of a Multi-CU Address.
All the associated Cu's are NOT on your laptop.
The case you are currently in will automatically become a type C, but
you MUST manually Type C all other cases.
There are [Fill: RT8500.TOTALCU] cases that must be Type C'd, but
you only have [Fill: cu_count] on your laptop. You must alert the other
FR that he/she needs to Type C the cases.
1. Enter 1 to Continue
FRONT
-
VERADD
[fill: * Confirm address information (Only ask if necessary)]
I have your address listed as * READ ADDRESS BELOW. Is that your
exact address?
<1> [goto MAILAD]
<2> [goto NADDST1]
<3> [(Same as INTROB precode 5) goto
DONE]
[Fill: HNO HNOSUF STRNAME] [Fill: UNITDES]
[Fill: PO, ST ZIP5 -ZIP4]
Phy des: [Fill: PHYSDES]
GQ unit: [Fill: GQUNITINFO]
Non-City:
[Fill:NONCITYADD]
Building: [Fill: BLDGNAME]
FRONT
-
NADDST1
1. Yes, address is EXACTLY CORRECT as listed.
2. Address is MOSTLY CORRECT, needs minor changes.
3. INCORRECT ADDRESS
*
Enter corrections for House Number or press ENTER for
Same/No Change.
[Fill: HNO HNOSUF STRNAME] [Fill: UNITDES]
[Fill: PO, ST ZIP5 -ZIP4]
Phy des: [Fill: PHYSDES]
GQ unit: [Fill: GQUNITINFO]
Non-City: [Fill:NONCITYADD]
Building: [Fill: BLDGNAME]
<10 Characters, empty> [goto NADDST2]
Section #
Part
Variable Name
FRONT
-
NADDST2
Question Text
Skip Instructions
<3 characters, Empty> [goto NADDST3]
*
Enter corrections for House # Suffix or Press ENTER for
Same/No Change
[Fill: HNO HNOSUF STRNAME]
[Fill: PO, ST ZIP5 -ZIP4]
Phy des: [Fill: PHYSDES]
GQ unit: [Fill: GQUNITINFO]
Non-City: [Fill:NONCITYADD]
Building: [Fill: BLDGNAME]
FRONT
-
NADDST3
*
Enter corrections for Street Name or Press ENTER for Same/No
Change
[Fill: HNO HNOSUF STRNAME]
[Fill: PO, ST ZIP5 -ZIP4]
Phy des: [Fill: PHYSDES]
GQ unit: [Fill: GQUNITINFO]
Non-City: [Fill:NONCITYADD]
Building: [Fill: BLDGNAME]
FRONT
-
[Fill: UNITDES]
[Fill: UNITDES]
NADDST4
*
Enter corrections for Unit Designation or Press ENTER for
Same/No Change
[Fill: HNO HNOSUF STRNAME]
[Fill: PO, ST ZIP5-ZIP4]
Phy des: [Fill: PHYSDES]
GQ unit: [Fill: GQUNITINFO]
Non-City: [Fill:NONCITYADD]
Building: [Fill: BLDGNAME]
FRONT
-
<20 Characters, Empty> [If FRAME=3 or
RT25.GQINFO=1 goto NADDST5] else
[goto NADDST6]
[Fill: UNITDES]
NADDST5
*
Enter corrections for Group Quarters Unit Description or Press
ENTER for Same/No Change
[Fill: HNO HNOSUF STRNAME]
[Fill: PO, ST ZIP5-ZIP4]
Phy des: [Fill: PHYSDES]
GQ unit: [Fill: GQUNITINFO]
Non-City: [Fill:NONCITYADD]
Building: [Fill: BLDGNAME]
<49 Characters, Empty> [goto NADDST4]
[Fill: UNITDES]
[goto
NADDST6]
Section #
Part
Variable Name
Question Text
Skip Instructions
FRONT
-
NADDST6
*
Enter corrections for Non City Style Address or Press ENTER for
Same/No Change
[goto NADDPHYS]
[Fill: HNO HNOSUF STRNAME]
[Fill: PO, ST ZIP5-ZIP4]
Phy des: [Fill: PHYSDES]
GQ unit: [Fill: GQUNITINFO]
Non-City: [Fill:NONCITYADD]
Building: [Fill: BLDGNAME]
FRONT
-
[Fill: UNITDES]
NADDPHYS
<99 characters, Empty> [goto NADDCT]
*
Enter corrections for Physical Description or Press ENTER for
Same/No Change
[Fill: HNO HNOSUF STRNAME]
[Fill: PO, ST ZIP5-ZIP4]
Phy des: [Fill: PHYSDES]
GQ unit: [Fill: GQUNITINFO]
Non-City: [Fill:NONCITYADD]
Building: [Fill: BLDGNAME]
FRONT
FRONT
-
-
NADDCT
*
NADDST
[Fill: HNO HNOSUF STRNAME]
[Fill: PO, ST ZIP5-ZIP4]
Phy des: [Fill: PHYSDES]
GQ unit: [Fill: GQUNITINFO]
Non-City: [Fill:NONCITYADD]
Building: [Fill: BLDGNAME]
? [F1]
[Fill: UNITDES]
Enter corrections for City or Press ENTER for Same/No Change
[Fill: UNITDES]
<2 digit state code, D, R> [goto NADDZP]
*
Enter corrections for State or Press ENTER for Same/No
Change
[Fill: HNO HNOSUF STRNAME]
[Fill: PO, ST ZIP5-ZIP4]
Phy des: [Fill: PHYSDES]
GQ unit: [Fill: GQUNITINFO]
Non-City: [Fill:NONCITYADD]
Building: [Fill: BLDGNAME]
<28 Characters> [goto NADDST]
[Fill: UNITDES]
Section #
Part
Variable Name
Question Text
Skip Instructions
FRONT
-
NADDZP
*
Enter corrections for Zipcode or Press ENTER for Same/No
Change
<9 characters, D, R> [goto NADDBUIL]
FRONT
-
NADDBUIL
[Fill: HNO HNOSUF STRNAME] [Fill: UNITDES]
[Fill: PO, ST ZIP5-ZIP4]
Phy des: [Fill: PHYSDES]
GQ unit: [Fill: GQUNITINFO]
Non-City: [Fill:NONCITYADD]
Building: [Fill: BLDGNAME]
*
Enter corrections for Building Name or Press ENTER for
Same/No Change
[Fill: HNO HNOSUF STRNAME]
[Fill: PO, ST ZIP5-ZIP4]
Phy des: [Fill: PHYSDES]
GQ unit: [Fill: GQUNITINFO]
Non-City: [Fill:NONCITYADD]
Building: [Fill: BLDGNAME]
FRONT
-
<60 characters, empty> [goto MAILAD]
[Fill: UNITDES]
MAILAD
[fill: Is this also your mailing address?/I have your mailing address as
*READ ADDRESS BELOW.
Is that correct? ]
<1> [goto PHONENUM]
<2> [goto NMAILST1]
[Fill: Mailling address or household address]
1. Yes
2. No
FRONT
-
NMAILST1
<10 characters, empty> [goto NMAILST2]
* Enter change to Mailing address - House # or Press ENTER for
Same/No Change
Address:
[fill: HNO HNOSUF STRNAME]
MSTRNAME]
[fill: UNITDESC]
[fill: PO, ST ZIP5-ZIP4]
MZIP4]
Phys des: [fill PHYSDES]
GQ unit: [fill: MGQUNITINFO]
MGQUNITINFO]
Non-Cty: [fill: NONCITYADD]
MNONCITYADD]
Building: [fill BLDGNAME]
Mailing Address:
[fill: MHNO MHNOSUF
[fill: MUNITDES]
[fill: MPO, MST MZIP5Phys des: [fill PHYSDES]
GQ unit: [fill:
Non-city: [fill:
Building: [fill
BLDGNAME]
Section #
Part
Variable Name
FRONT
-
NMAILST2
Question Text
Skip Instructions
<3 Characters, Empty> [goto
* Enter change to Mailing address - House # suffix or Press ENTER for
Same/No Change
Address:
[fill: HNO HNOSUF STRNAME]
MSTRNAME]
[fill: UNITDESC]
[fill: PO, ST ZIP5-ZIP4]
MZIP4]
Phys des: [fill PHYSDES]
GQ unit: [fill: MGQUNITINFO]
MGQUNITINFO]
Non-Cty: [fill: NONCITYADD]
MNONCITYADD]
Building: [fill BLDGNAME]
BLDGNAME]
FRONT
-
Mailing Address:
[fill: MHNO MHNOSUF
[fill: MUNITDES]
[fill: MPO, MST MZIP5Phys des: [fill PHYSDES]
GQ unit: [fill:
Non-city: [fill:
Building: [fill
NMAILST3
<49 Characters>
* Enter change to Mailing address - Street Name or Press ENTER for
Same/No Change
Address:
[fill: HNO HNOSUF STRNAME]
MSTRNAME]
[fill: UNITDESC]
[fill: PO, ST ZIP5-ZIP4]
MZIP4]
Phys des: [fill PHYSDES]
GQ unit: [fill: MGQUNITINFO]
MGQUNITINFO]
Non-Cty: [fill: NONCITYADD]
MNONCITYADD]
Building: [fill BLDGNAME]
BLDGNAME]
Mailing Address:
[fill: MHNO MHNOSUF
[fill: MUNITDES]
[fill: MPO, MST MZIP5Phys des: [fill PHYSDES]
GQ unit: [fill:
Non-city: [fill:
Building: [fill
[goto NMAILST4]
Section #
Part
Variable Name
FRONT
-
NMAILST4
Question Text
Skip Instructions
* Enter change to Mailing address - Unit Designation or Press ENTER
for Same/No Change
<20 characters, empty> [If FRAME=3 or
RT25.GQUNITINFO=1 goto NMAILST5]
[goto NMAILST6]]
Address:
[fill: HNO HNOSUF STRNAME]
MSTRNAME]
[fill: UNITDESC]
[fill: PO, ST ZIP5-ZIP4]
MZIP4]
Phys des: [fill PHYSDES]
GQ unit: [fill: MGQUNITINFO]
MGQUNITINFO]
Non-Cty: [fill: NONCITYADD]
MNONCITYADD]
Building: [fill BLDGNAME]
BLDGNAME]
FRONT
-
NMAILST5
Mailing Address:
[fill: MHNO MHNOSUF
[fill: MUNITDES]
[fill: MPO, MST MZIP5Phys des: [fill PHYSDES]
GQ unit: [fill:
Non-city: [fill:
Building: [fill
* Enter change to Mailing address - GQ Unit Description or Press
ENTER for Same/No Change
Address:
[fill: HNO HNOSUF STRNAME]
MSTRNAME]
[fill: UNITDESC]
[fill: PO, ST ZIP5-ZIP4]
MZIP4]
Phys des: [fill PHYSDES]
GQ unit: [fill: MGQUNITINFO]
MGQUNITINFO]
Non-Cty: [fill: NONCITYADD]
MNONCITYADD]
Building: [fill BLDGNAME]
BLDGNAME]
Mailing Address:
[fill: MHNO MHNOSUF
[fill: MUNITDES]
[fill: MPO, MST MZIP5Phys des: [fill PHYSDES]
GQ unit: [fill:
Non-city: [fill:
Building: [fill
Section #
Part
Variable Name
Question Text
FRONT
-
NMAILST6
* Enter change to Mailing address - Non-City Style Address or Press
ENTER for Same/No Change
Address:
[fill: HNO HNOSUF STRNAME]
MSTRNAME]
[fill: UNITDESC]
[fill: PO, ST ZIP5-ZIP4]
MZIP4]
Phys des: [fill PHYSDES]
GQ unit: [fill: MGQUNITINFO]
MGQUNITINFO]
Non-Cty: [fill: NONCITYADD]
MNONCITYADD]
Building: [fill BLDGNAME]
BLDGNAME]
FRONT
-
Skip Instructions
Mailing Address:
[fill: MHNO MHNOSUF
[fill: MUNITDES]
[fill: MPO, MST MZIP5Phys des: [fill PHYSDES]
GQ unit: [fill:
Non-city: [fill:
Building: [fill
NMAILCT
<28 Characters> [goto NMAILST]
* Enter change to Mailing address - City or Press ENTER for Same/No
Change
Address:
[fill: HNO HNOSUF STRNAME]
MSTRNAME]
[fill: UNITDESC]
[fill: PO, ST ZIP5-ZIP4]
MZIP4]
Phys des: [fill PHYSDES]
GQ unit: [fill: MGQUNITINFO]
MGQUNITINFO]
Non-Cty: [fill: NONCITYADD]
MNONCITYADD]
Building: [fill BLDGNAME]
BLDGNAME]
Mailing Address:
[fill: MHNO MHNOSUF
[fill: MUNITDES]
[fill: MPO, MST MZIP5Phys des: [fill PHYSDES]
GQ unit: [fill:
Non-city: [fill:
Building: [fill
Section #
Part
Variable Name
Question Text
Skip Instructions
FRONT
-
NMAILST
? [F1]
* Enter change to Mailing address -State or Press ENTER for Same/No
Change
<2 digit code, D, R> [goto NMAILZP1
Address:
[fill: HNO HNOSUF STRNAME]
MSTRNAME]
[fill: UNITDESC]
[fill: PO, ST ZIP5-ZIP4]
MZIP4]
Phys des: [fill PHYSDES]
GQ unit: [fill: MGQUNITINFO]
MGQUNITINFO]
Non-Cty: [fill: NONCITYADD]
MNONCITYADD]
Building: [fill BLDGNAME]
BLDGNAME]
FRONT
-
Mailing Address:
[fill: MHNO MHNOSUF
[fill: MUNITDES]
[fill: MPO, MST MZIP5Phys des: [fill PHYSDES]
GQ unit: [fill:
Non-city: [fill:
Building: [fill
NMAILZP1
<9 digits, D, R> [goto PHONENUMBER]
* Enter change to Mailing address - Zipcode or Press ENTER for
Same/No Change
Address:
[fill: HNO HNOSUF STRNAME]
MSTRNAME]
[fill: UNITDESC]
[fill: PO, ST ZIP5-ZIP4]
MZIP4]
Phys des: [fill PHYSDES]
GQ unit: [fill: MGQUNITINFO]
MGQUNITINFO]
Non-Cty: [fill: NONCITYADD]
MNONCITYADD]
Building: [fill BLDGNAME]
BLDGNAME]
FRONT
-
PHONENUMBER
Mailing Address:
[fill: MHNO MHNOSUF
[fill: MUNITDES]
[fill: MPO, MST MZIP5Phys des: [fill PHYSDES]
GQ unit: [fill:
Non-city: [fill:
Building: [fill
* Ask or verify, if necessary
What is your telephone number?
<15 characters, 0, DK, RF>
PHONENUMBER2]
[goto
* Enter phone number or 0 for None
FRONT
-
PHONENUMBER2
* Ask or verify, if necessary
Do you have another phone number where I can reach you?
* Enter phone number or 0 for None
<15 characters, 0, DK, RF> [goto
LASTTEMP]
Section #
Part
Variable Name
FRONT
-
STATE_REF
Question Text
Skip Instructions
[return from help]
STATE ABBREVIATIONS
Abbreviation State
Abbreviation
State
AL
Alabama
MT
Montana
AK
Alaska
NE
Nebraska
AZ
AR
Arizona
Arkansas
NV
NH
Nevada
New Hampshire
CA
CO
California
Colorado
NJ
NM
New Jersey
New Mexico
CT
DE
Connecticut
Delaware
NY
NC
New York
North Carolina
DC
FL
GA
HI
ID
IL
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
ND
OH
OK
OR
PA
RI
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
IN
IA
KS
KY
LA
ME
MD
MA
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
SC
SD
TN
TX
UT
WA
WV
WI
South Carolina
South Dakota
Tennessee
Texas
Utah
Washington
West Virginia
Wisconsin
Section #
Part
Variable Name
FRONT
-
H_STATUS
Question Text
Skip Instructions
(return to interview)
* STATUS OF INTERIVEW (X = Section Complete)
1. Survey Info . . . . . . . . [Fill: ‘blank’ /X/NA]
. . . . . . . . . [Fill: ‘blank’/X]
2. Rental Liv Quarters [Fill: ‘blank’/X]
Insurance [Fill: ‘blank’/X]
3. Owned Liv Quarters [Fill: ‘blank’/X]
expenditures [Fill: ‘blank’/X]
4. Utility & Fuel . . . . . [Fill: ‘blank’/X]
expenses . . . . . . . [Fill: ‘blank’/X]
5. Construct Repairs . . [Fill: ‘blank’/X]
. . . . . . . . . [Fill: ‘blank’/X]
6. Appliances . . . . . . . [Fill: ‘blank’/X]
Vacations . . . . . . . . . [Fill: ‘blank’/X]
7. HH equipment . . . . . [Fill: ‘blank’/X]
. . . . . . . . . . [Fill: ‘blank’/X]
8. Home furnish . . . . . . [Fill: ‘blank’/X]
. . . . . . . . . .[Fill: ‘blank’/X]
9. Cothing & Sewing . . [Fill: ‘blank’/X]
. . . . . . . . . . . .[Fill: 'blank’/X/NA]
10. Rented & Leased Vehicles . Fill: ‘blank’/X]
. . . . . . . . [Fill: ‘blank’/X/NA]
11. Owned Vehicles . . . [Fill: ‘blank’/X]
12. Vehicle Expenses . . [Fill: ‘blank’/X]
13. Insurance . . . . .
14. Hospital/Health
15. Medical/Health
16. Education
17. Subscriptions . . .
18. Trips &
19. Misc. Expenses .
20. Expense patterns
21. Credit Liability .
22. Work experience .
Section #
Part
Variable Name
FRONT
-
H_KEYS
Question Text
*
F1
F2
F3
F4
F5
F6
F7
F8
F9
Unavailable)
F10
F11
F12
Shift-F1
Shift-F2
Shift-F3
Shift-F4
Shift-F5
Shift-F6
Shift-F7
Shift-F8
Shift-F9
Shift-F10
Shift-F11
Unavailable)
Shift-F12
FRONT
-
H_LQDATA
Skip Instructions
Function Keys Description:
Question Help
(Unassigned)
(Unassigned)
Jump Menu
Show Status
(Unassigned)
Item Notes/Remarks
Return
Skip to next person/Sec
[Return to interview]
(Currently
Exit
Calculator
Repeat
Show HH
FAQ
(Unassigned)
(Unassigned)
Language
(Unassigned)
Show Notes/Remarks
Show Prechart
Change Respondent
Show Function Keys
Show Standard Abbr.
(Currently
(Unassigned)
Ctrl-D
Don’t Know
Ctrl-F3
Show Question Text
Ctrl-E
Blaise Report Error (Currently Unavailable)
Ctrl-F
Search Tag
Ctrl-F7
Case Level Notes
Ctrl-H
Info
Ctrl-K
Show Function Keys
Ctrl-M
Show DK & Refused
Ctrl-R
Refused
* Global Prechart for case (CASEID)
Section (X) - (Part X) - (Description)
[Return to interview]
Section #
Part
Variable Name
FRONT
-
H_HHROS
Question Text
Skip Instructions
<1> [return to interview]
RESP LN NAME
SEX AGE
MEMBER RELATIONSHIP CU
1. Continue with interview
FRONT
-
H_CHGRESP
* Ask if necessary:
<1-30, 95> [Return to interview]
With whom am I speaking?
Enter line number
[fill: household members 16+]
95. Proxy respondent
FRONT
-
H_PURPOSE
* FREQUENTLY ASKED QUESTIONS
1. What is this survey all about?
2. Who uses this information? What good is it?
3. How is the data collected? How many times will I be interviewed?
FRONT
-
H_PURPOSE1
4. I hesitate to tell some things about myself, what protection do I
have?
5. Is this survey authorized by law?
* WHAT IS THIS SURVEY ALL ABOUT?
The Consumer Expenditure Survey collects information from the
Nation's households and families
on their buying habits (expenditures), income, and characteristics. The
strength of the survey is that it allows data users to relate the expenditure
and income of consumers to the characteristics of those consumers.
1. Enter 1 to Continue
<1>
<2>
<3>
<4>
<5>
<6>
[goto H_PURPOSE1]
[goto H_PURPOSE2]
[goto H_PURPOSE3]
[goto H_PURPOSE4]
[goto H_PURPOSE5]
[return to interivew]
<1> [return to interview]
Section #
Part
Variable Name
FRONT
-
H_PURPOSE2
Question Text
* WHO USES THIS INFORMATION? WHAT GOOD IS IT?
Skip Instructions
<1> [return to interview]
Data from the Consumer Expenditure Survey are used in a number of
different ways by a variety of users. An important use of the survey by
the Bureau of Labor Statistics is for the periodic revisions of the
Consumer Price Index (CPI). Survey results are used to select new
market basket of goods and
services for the CPI, to determine the relative importance of CPI
components and to derive new cost weights for the market basket.
Government and private agencies use the data to study the welfare of
particular segments of the population. Economic policymakers use the
data to study the impact of policy changes
in the welfare of different socioeconomic groups. Researchers use the
data in a variety of studies, including those that focus on the spending
behavior of different family types and historical spending trends.
1. Enter 1 to Continue
FRONT
-
H_PURPOSE3
* HOW IS THE DATA COLLECTED?
* HOW MANY TIMES WILL I BE INTERVIEWED?
Data collection is carried out by the Bureau of the Census. In the
Interview Survey, each consumer unit is interviewed every 3 months over
5 calendar quarters. In the initial interview, information is collected on
demographic and family characteristics and on the inventory of major
durable goods
of the consumer unit. Expenditure information is collected in the second
through fifth interview using uniform questionnaires. In the fifth
interview, a supplement
is used to account for changes in assets and liabilities.
1. Enter 1 to Continue
<1> [return to interview]
Section #
Part
Variable Name
FRONT
-
H_PURPOSE4
Question Text
*
I HESITATE TO TELL SOME THINGS ABOUT MYSELF.
*
WHAT PROTECTION DO I HAVE?
Skip Instructions
<1> [return to interview]
The information that respondents provide is used solely for statistical
purposes.
All Census Bureau data collectors take an oath of confidentiality and are
subject
to fines and imprisonment for improperly disclosing information
provided by
respondents. Names and addresses are removed from all forms and that
information
is not released as part of any statistical data.
FRONT
-
H_PURPOSE5
* IS THIS SURVEY AUTHORIZED BY LAW?
The Bureau of Labor Statistics conducts the Consumer Expenditure
Survey under the authority of
Title 29 of the U.S. Code. Congress authorizes the financial support for
the CE survey through
Public Laws 94-439 and 95-205.
The Bureau of the Census collects the CE data under the authority of
Title 13, U.S. Code, Section 8b, which allows the Census Bureau to
undertake surveys for other government agencies. Participation
in the survey is voluntary. Under Title 13, the Census Bureau holds all
information in strict
confidence. We will not release information reported in the survey
which would permit the
identification of a household or any of its members to anyone outside of
the Census Bureau.
1. Enter 1 to Continue
<1> [return to interview]
| File Type | application/pdf |
| File Modified | 2009-08-10 |
| File Created | 2009-08-10 |